Скачать или смотреть Tips Music - An Industry To Keep On Your Radar| KEI vs Peers| HDB Financial — High NIM, Yet Low PAT?

Tips Music was started in 1988 by two brothers, Mr. Kumar and Mr. Ramesh Taurani. Initially focused on regional content, they ventured into Bollywood in the 1990s and have grown significantly since then, successfully navigating multiple industry downturns.

In 2020, the business underwent a demerger, leading to the separation of Tips Films—an event that proved to be a turning point for the company.

Here are the key highlights of their Q2FY26 results:

1. Revenue grew 11% YOY
2. Margins declined by 2% to 76%
3. Net profit grew 11% YOY
4. 133 songs released in Q2FY26



KEI Industries is the second-largest company in the Cables & Wires industry. The company started in 1968. The company manufactures low-voltage cables, high-voltage cables, and extra-high-voltage cables. KEI also exports its products.


The company has recently announced its Q2FY26 results, and the following are the key highlights of the results:

1. Revenue grew 19% YOY
2. Margins improved to 11% from 10% last year
3. Net profit grew 31% YOY


HDB Financial Services is a non-banking financial company (NBFC) in India, primarily engaged in providing financing solutions for commercial vehicles, passenger vehicles, construction equipment, and SME loans. The company also offers retail loans, insurance products, and wealth management services.


The company has recently announced its Q2FY26 results, and the following are the key highlights of the results:

1. AUM grew 13% YOY
2. NIM improved to 7.9%
3. GNPA increased to 2.81%
4. Net profit de-grew to 581 cr from 591 cr




Timestamps:
00:00 - Intro
00:23 - Tips Music
00:33 - How Does Tips Earn Revenue?
01:49 - Why Did We Start Tracking Tips?
02:35 - Where Did Things Start Changing?
03:15 - Q2FY26 Result Analysis
03:34 - YouTube Views De-grew 8%
04:08 - Not Exactly Underperformed the Guidance
05:49 - Finally, Guidance Changed
06:03 - Reasons Behind Sharp Guidance Change?
09:38 - Is It a Structural Problem for Tips?
09:54 - Numbers Needed for Full-Year Guidance?
10:06 - What’s Giving Them Confidence for the Full Year?
10:25 - How Can Content Pipeline Give Revenue Visibility?
11:38 - Why Must This Industry Be on Our Radar?
13:02 - But Play The Cycles
13:17 - Opportunity View, Valuation, & Conclusion
14:02 - KEI Industries
14:13 - Strength of This Sector
14:52 - Result Analysis
15:59 - Post-Sanand Facility Commercialization Prospects
16:37 - Revenue Potential From Sanad Facility
17:09 - Margin Levers
17:54 - Logistics Cost Benefit from Sanand Facility
18:23 - Future Outlook of KEI
18:58 - Where KEI Is Lacking?
19:10 - Financial Projection & Valuation
19:33 - Who Looks Better Than KEI?
19:46 - Total Revenue Capacity of The Player
20:02 - Valuation & Deal: P2P Comparison
21:30 - HDB Financials
21:52 - How Have the Products Evolved?
22:14 - Result Analysis
22:53 - Good Growth In Operational Income
23:38 - Why Did PAT Fall? — The SNAKE
24:33 - Segment Mix
25:03 - What's RPL?
25:37 - Product Basket
26:08 - How to View This Performance?
26:34 - What Led to Asset Quality Deterioration?
26:47 - Good News For MSME Lenders
27:11 - Where's The Exact Problem?
28:41 - Guidance
29:56 - Valuation, Deal, & P2P Comparison




























































































































































































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