This blog post has links to my 3-video equity research series on Agarwal Industrial, an infra ancillary, which seems to be uniquely positioned to capture the road construction led bitumen import demand in India. If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn: / gautamrastogi1
Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me on linkedin
Video 1 of 3: Equity Research | Infra Ancillary | Agarwal Industrial – Understand the Business
In this video 1 (of 3), I discuss the business of Agarwal Industrial, an infra ancillary, which seems to be uniquely positioned to capture the road construction led bitumen import demand in India.
Video 2 of 3: Equity Research | Infra Ancillary | Agarwal Industrial – Management Quality Assessment
In this video 2 (of 3), I assess the management quality of Agarwal Industrial, an infra ancillary, which seems to be uniquely positioned to capture the road construction led bitumen import demand in India.
Video 3 of 3: Equity Research | Agarwal Industrial Corp – DCF Valuation (by modeling the 3 stmts)
In this video 3 (of 3), I value this company. I model the 3 financial statements – P&L, Balance Sheet and Cash Flow – and then do a DCF to estimate both FCFF and FCFE. This modeling video will help you choose between FCFF and FCFE and will also indicate that when (and how much) debt is needed to fund growth.