Wednesday, Apr 2, 2025

Corporate India: Shining Bright | An Exclusive Invite Only Webinar | Shyam Sekhar | ithoughtpms


Corporate India: Shining Bright | An Exclusive Invite Only Webinar | Shyam Sekhar | ithoughtpms


Corporate India: Shining Bright by ithoughtpms team
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00:00 Introduction
01:59 Mega Trends India & Markets
02:17 India GDP - An Overview
03:56 The Big Picture - Price Follows Earnings in the Long-term
05:21 Mega Trends Corporate India
05:34 NSE 500 - Shareholders' Investment in India
06:53 NSE 500 - Profitability Over a Decade
08:22 Top 25 Stocks by MCap - Historical Profit Trend
10:33 Synchronous CAPEX Recovery: India & GCC
12:23 India's Total Credit Market is Forecast to Grow from Rs 149 Lakh Crore to Rs 237 Lakh Crore, At An Average Growth Rate of 12.4%
13:48 Strategic Construct - 5 Blocks of Strategy
15:05 How Much We Pay As Consumers Vs Corporations
16:49 Shrinking - ATM Network - Rise of Digital?
18:18 Supporting India's Transition to Green Energy
19:37 Green Logistics
20:43 Emerging Market-Focused Company: Unilever
21:54 New Product Development - Interesting Launches - New Category Creation
22:39 New Product Development - High Scalable Products by Value
23:38 Numbers BSE 500 - Sale Segment
24:50 Sales - Sector Wise
25:24 Sector Sales - Growth Segment
26:38 OPM - Sector Wise
27:27 Sector Wise PAT Value & Growth
28:25 PAT Split - Large, Mid & Smallcap
29:12 Profit by Segment - NIFTY Vs Non-Nifty
29:52 Sales & Operating Profit Growth Matrix - Dec 2022
33:00 Numbers & Narration - Sector Wise
43:13 Are There Enough Opportunities to Invest?
43:41 Stocks - % Fall From All-Time High
45:04 Conclusion
46:33 Q&A Session
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ithought provides Portfolio Management Services under the brand name ithoughtpms. We are a SEBI Registered Portfolio Manager (PMS License Number: INP000006448). Ithought also offers investment advisory services on mutual funds, and financial planning services.

To know more about who we are, and what we do, visit our website: https://ithought.co.in/ or book your appointment.
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For general enquiries, reach us at: Phone: +91 95000 27285 Email: [email protected] WhatsApp: https://wa.me/919500027285

Follow our social media handles: Facebook: https://www.facebook.com/ithoughtadvisory/
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LinkedIn: https://www.linkedin.com/company/ithoughtpms
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When we ideated ithought, we clearly intended to offer a managed portfolio product. We spent time understanding what we could do differently. We mapped our strengths and market opportunity. We strongly felt that our PMS should be carefully curated, delivery driven, and centered on investment excellence. Our strengths were clear. We are backed by years of research, a performance-driven advisory track record, and a unique investing experience. We work with a smaller subset of investors and focus on quality engagement.

Our PMS will offer thematic investing opportunities and innovate in product design. We believe that our model will be significantly differentiated from the products on offer. Our PMS is designed mainly for investors with an expectation of reasonable, long-term returns generated through moderate risk-taking, and consistent investment strategy. It is our belief that bottom-up investing can still deliver outlier returns without racing indices and benchmarks.
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