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Learn2Invest Session 10 - Asian Paints Quality Framework
Learn2Invest Session 10 - Asian Paints Quality Framework
Learn2Invest Session 10 - Asian Paints Quality Framework
1 MANAGEMENT BACKGROUND
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2 MANAGEMENT COMPENSATION
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3 MANAGEMENT CHANGE
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4 AUDITOR CHANGE & COMMENTS
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5 MANAGEMENT CLAIM & PERFORMANCE
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6 STAKEHOLDER ENGAGEMENT
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7 LEGAL COMPLIANCE WITH GOVT. POLICIES
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8 RELATED PARTY TRANSACTIONS
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9 ASSET QUALITY
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10 CLIENT CONCENTRATION & QUALITY
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A PART OF THE LEARN2INVEST SERIES BY VIVEK BAJAJ
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** Rating Description
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2 Average
3 Good
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If you compare the PAT with the total salary of the top management it comes to less than 10% of the PAT
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MANAGEMENT COMPENSATION
e the PAT with the total salary of the top management it comes to less than 10% of the PAT.
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FY 2012
FY 2017
FY 2021
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MANAGEMENT CHANGE
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FY 21
FY17
FY12
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AUDITOR CHANGE & COMMENTS
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Financial Performance
In Annual Report FY21, the management has given hint towards the inflation in commodit
Q2FY22 Concall Summary
Does the management have a history of setting aggressive growth targets for the co
Does the management deliver on the same every year?
Is the management's outlook of the industry understated/overstated?
Is the management claim towards innovation/new verticals being implemented the
Does the management often claim to enter new businesses and ends up taking u-tu
Is the management transparent in disclosing the reasons behind downturns in the b
Has the management's capital allocation decisions proven to be right in terms of ne
Is the management claim on CAPEX too aggressive to sustan the business model?
Financial Performance
In Annual Report FY21, the management has given hint towards the inflation in commodity prices and the outlook.
Q2FY22 Concall Summary
ess Standard
decides to enter into home improvement segment in 2015
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Annual Report FY21
Regular Updates through Announcements
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STAKEHOLDER ENGAGEMENT
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Annual Report FY21 (Very Transparent way of disclosing Related Party Transactions)
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RELATED PARTY TRANSACTIONS
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The intangible assets as of FY21 is 5.67% of the gross block.
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ASSET QUALITY
Does the company have too much reliance on a single manufacturing unit?
Is the company diversified with the locations of its manufacturing facilities?
Does the company have labour issues very often?
Have there been too many instances of plant shutdowns?
Is the employee attrition rate of the company very high?
Is there increase in the number of employees with increase in assets such as manuf
Does the company's intangible asset form a substantial portion of the gross block?
Does the company have patents that provide it with an edge?
The intangible assets as of FY21 is 5.67% of the gross block.
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CLIENT CONCENTRATION & QUALITY
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