I studied a recycler with a massive capex!
SOIC Membership: https://learn.soic.in/learn/SOIC-Course Coupon Code: SOICAI10 SOIC Labs: Become an AI-Powered Investor: https://learn.soic.in/learn/fast-chec... SOIC Micro Courses: https://learn.soic.in/learn/categorie... Make Your Own Custom Scan: https://www.stockscans.in/custom-index Use Coupon Code: SOICTRIBE10 to get a special discount TVGP Framework & Checklist Course (ongoing live classes): https://learn.soic.in/learn Masterclass on Investing Using AI: https://learn.soic.in/learn 🏔️SOIC Global Gift City AIF Fund- https://soicglobal.in 🏔️ Persistence Capital (AIF Fund): https://www.persistencecap.in/india/home 🔎 StockScans Platform: https://www.stockscans.in/home Use Coupon Code: SOICTRIBE10 to get a special discount 📡 SOIC Research Services (India + Global): https://www.soicresearch.in/home 7 classes For Financial Freedom (Free): https://learn.soic.in/learn/7-Classes... 📰 Link to the SOIC Newsletter: https://soic.in/blogs Insights with SOIC Substack: https://substack.com/@soic ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ 0:00 – Introduction & Framework 1:08 – Recycling Industry Overview 2:30 – Barriers to Entry 2:52 – Business Model & Competitive Advantage 4:24 – Financial Analysis (P&L, Growth, Margins) 11:25 – Regulatory Tailwinds (Deep Dive) 13:26 – Core Strength (Sourcing Advantage) 15:05 – Business Model Breakdown 18:32 – Value-Added Products 22:44 – Investment Thesis & Growth Triggers 23:17 – Capacity Expansion Plan 32:25 – Management & Promoters 38:52 – Peer Comparison & Industry View 40:37 – Key Growth Pipeline 42:25 – Post-Acquisition Consolidated P&L 44:29 – Conclusion ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 📱iOS Mobile Application: https://apps.apple.com/us/app/soic/id... 🐦 Twitter: / soicfinance 📸 Instagram: / intrinsiccompounding 📧 Email: [email protected] 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. #soic

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