Tips Music & V2 Retail- Benefiting From YouTube Changes?| Why V2 Expanding Despite Weak Demand? скачать в хорошем качестве

Tips Music & V2 Retail- Benefiting From YouTube Changes?| Why V2 Expanding Despite Weak Demand?

The business 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 Q1FY26 results: 1. Revenue grew 19% YOY 2. Margins declined by 10% to 64% 3. Net profit grew 5% YOY 4. 92 songs released in Q1FY26 The company started in 2001 by its promoter Mr Ram Chandra Aggarwal. He sold his brand Vishal Mega Mart in 2011 due to operational losses. Later he changed the name of the company to V2 Retail. V2 stands for Value and Variety. The company provides variety of products across categories at affordable price. The company is delivering exceptional growth and posted robust growth numbers in Q1FY26 Following are the key highlights of the result: 1. Revenue grew 52% YOY 2. Margins improved to 13% from 14% 3. SSSG grew 5% YOY 4. Opened 28 new stores during the quarter 5. PAT grew by 51% YOY Timestamps: 00:00 - Intro 00:17 - Tips Music Business Model In Detail 00:29 - How does Tips earn revenue? 01:54 - 1 key competitive edge of Tips 02:46 - Saregama's main disadvantage 03:56 - Why did I start tracking Tips? 05:02 - Result Analysis 05:42 - Fall in YouTube views 07:42 - Concall Analysis 07:54 - Confident of 33% CAGR growth? 08:22 - Ongoing challenges in the industry 10:05 - Changes in YouTube's policies and strictness 12:11 - How to analyze management commentaries? 14:08 - Why were the margins impacted? 16:58 - Forward PE & How's the deal now? 19:16 - V2 Retail 19:27 - What was their guidance for FY26? 20:21 - Result Analysis 20:39 - How do we look at this 52% growth? 22:00 - SSSG Analysis 22:51 - Missmatch in volume + value & revenue growth 23:54 - Issue with Sales Per Sq Ft 25:16 - MRP Sales Analysis 25:55 - Risk with inventory days 26:40 - ROE Analysis 27:18 - Concall Analysis - Learn to Read Between the Lines 27:29 - Change in growth guidance 28:14 - Change in management commentary 29:58 - More Ways To Boost Growth 30:28 - How is V2 coping with weak demand? 32:30 - Why is this industry not dependent on macros? 34:08 - Risk for V2 36:45 - Uses of funds raised 37:05 - Forward PE 37:23 - Interesting comparison between V2 & Tips deal 38:05 - How to Think & Act Like a Smart Capital Allocator 38:16 - Best examples to understand the scenario