Long Voltas (NSE: VOLTAS) - Consumer Durable spending at inflection point -- Auro.Ai Stock Pitch
Voltas is a good compounding stock to own with top quality management & high growth industry, available at fair valuation. I believe that Voltas can deliver +15% CAGR over next decade.
Consumer Durable spending at inflection point :India’s per capita GDP is now +$2000. Empirical instances in China & US suggest that consumers generally start spending more on durable goods as disposable income increases +$2000/capita GDP.
6% AC penetration in India, India AC penetration stands 6%, providing long term growth visibility.
Deep & largest AC distribution:Voltas has +19,000 touchpoints as per FY20 Annual report. Such deep network will help Voltas retain its
Voltas Beko growing SKUs and diversifying the base.
Consumer Durable spending at inflection point.
Restructuring option :Demerger between the Unitary Cooling Products ( UCP) & the Mechanical, Electrical and Plumbing (MEP) segment of Voltas shall provide better visibility towards the rich cash flows of the UCP division.
Disclaimer: This video reflects the individual views of our users NOT
the views of Auro.Ai.
It is NOT intended to serve as Financial or Investment Advice.
Consumer Durable spending at inflection point :India’s per capita GDP is now +$2000. Empirical instances in China & US suggest that consumers generally start spending more on durable goods as disposable income increases +$2000/capita GDP.
6% AC penetration in India, India AC penetration stands 6%, providing long term growth visibility.
Deep & largest AC distribution:Voltas has +19,000 touchpoints as per FY20 Annual report. Such deep network will help Voltas retain its
Voltas Beko growing SKUs and diversifying the base.
Consumer Durable spending at inflection point.
Restructuring option :Demerger between the Unitary Cooling Products ( UCP) & the Mechanical, Electrical and Plumbing (MEP) segment of Voltas shall provide better visibility towards the rich cash flows of the UCP division.
Disclaimer: This video reflects the individual views of our users NOT
the views of Auro.Ai.
It is NOT intended to serve as Financial or Investment Advice.
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