Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS

The PAINTS-WAR is here. A new entrant Birla Opus wants to take share from Asian Paints, Berger, Nerolac and disturb the peaceful industry structure. A follow up video with an update on the launch of Birla Opus

Consolidation and cooperation in industry structure leads to improvement in pricing power and returns on capital. This leads to Good Companies becoming GREAT companies; both earnings and multiples go up and a lot of money is made...

But what happens when this reverses, when competition increases with the entry of a formidable player. What happens when GREAT becomes GOOD? this video analyses this effect in the Indian paints industry and how the industry will change over the next few years. This is part 2 of the video with another analysis coming in the next video...

Grasim is a formidable competitor which will disrupt the Indian Paints' peaceful existence over the next 5 years. The industry will be in turmoil before a new industry structure emerges.

Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.

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