Remo Singh’s Post

You can view as change in investor psychology over time and view this as a Growth Vs Value Investing. Growth investors focus on companies that show potential for high future growth and willing to overlook current profitability in favor of betting on its future potential. Is the price reasonable or are we overpaying? What do you think?

Zomato, with a market cap of ₹2,81,000 Cr, surpasses Coal India's market cap of ₹2,44,000 Cr—a surprising contrast when we compare their financials. In FY24: Zomato's revenue stood at ₹12,000 Cr, while Coal India's revenue was over ₹1,42,000 Cr, more than 10 times Zomato's. Coal India's profit reached ₹37,000 Cr, over 3 times Zomato's total revenue. Even Coal India's tax contribution of ₹11,000 Cr nearly matched Zomato's total revenue. This stark disparity highlights how investors often prioritize growth stories and "fancy" businesses over stable, cash-generating giants like Coal India. Is it time to rethink how we value profitability and sustainability in investments? #coalindia #zomato #valuation #equity #investments #shares #wealthmanagement #banking

There’s something fascinating (and a bit crazy) when you compare Zomato with Coal India. 👉 Zomato’s market cap is higher than Coal India’s! Zomato Market Cap = ₹2.83 Tn Coal India Market Cap = ₹2.56 Tn 👉 But here’s the twist: Coal India pays more in dividends than Zomato earns in total revenue! Coal India Dividend 2024 = ₹15,600 Cr Zomato Revenue 2024 = ₹12,000 Cr 👉 Even more interesting? Zomato’s entire annual revenue is almost equal to the income tax Coal India pays in a year! Coal India Income Tax 2024 = ₹11,400 Cr Zomato Revenue 2024 = ₹12,000 Cr What’s the big takeaway here? 1️⃣ Boring businesses that aren’t in the consumer spotlight often generate way more profit than the so-called “sexy” ones. 2️⃣ Narratives and marketing can sometimes drive valuations far beyond the business’s financial fundamentals. Coal might be old-school and not a consumer favorite, while Zomato represents the “futuristic, digital economy.” But the numbers don’t lie: profits and value often hide in the businesses we overlook. So the next time you look at valuations, ask yourself—what’s real, and what’s just good storytelling? For more sharp insights on businesses and valuations, follow Bharatpreneur! 🚀 #BusinessInsights #StartupVsTraditional #ValuationGame #BusinessFundamentals #FinancialWisdom #HiddenOpportunities #Bharatpreneur #Entrepreneurship

Zomato's Market CAP is > Coal India 🎯But Coal India's Total Dividend payment in a year is > Total revenue of Zomato And Coal India's Tax Paid in a year is almost equal to Total Revenue of Zomato While Zomato's market capitalization surge is a testament to its potential, it's essential to approach its future with a balanced perspective. Factors like profitability, sustainable growth, and regulatory environment will shape its long-term trajectory. What is your longer views for the same ? #Zomato #StockMarket #Investment #Fintech #Business #Economy #MarketAnalysis #IndiaInc #CorporateIndia #Finance #Trending

*Meaning of froth in the stock market* Zomato's Market CAP is *>* Coal India But Coal India's Total Dividend payment in a year is *>* Total revenue of Zomato And Coal India's Tax Paid in a year is almost equal to Total Revenue of Zomato,

There’s a lot of buzz around Zomato’s dream rally of 120% this year versus Coal India barely being able to deliver returns. The other day my team was discussing it and I believe there are 2 POVs here. Let me try presenting them... 🏭 Coal India Market cap: ₹2,35,046 Cr TTM #revenue: ₹1,40,702 Cr Net #profit: ₹36,013 Cr 🍴 #Zomato #Market cap: ₹2,65,143 Cr TTM revenue: ₹15,855 Cr Net profit: ₹742 Cr 𝐋𝐞𝐠𝐚𝐜𝐲 𝐯𝐬 𝐇𝐲𝐩𝐞: Sure, Zomato’s got the shiny "new-gen" tag, but Coal India’s been raking in profits that Zomato could only dream of – ₹36,013 Cr vs ₹742 Cr. Guess boring old coal still lights up more #wallets than trendy food delivery, eh? 𝐅𝐮𝐭𝐮𝐫𝐞 𝐯𝐬 𝐅𝐨𝐬𝐬𝐢𝐥: Zomato, with ₹742 crore, has a bigger market cap. Who needs profits when you’ve got vibes and delivery boys? Maybe this new-gen dream "will" pay off someday—after all, hope's the best investment. Maybe the food app revolution outpaces Coal India's "fossilised" #business model. #Investors often bet on innovation and disruption, valuing what the future could hold rather than what the present shows. 𝘞𝘩𝘢𝘵’𝘴 𝘺𝘰𝘶𝘳 𝘵𝘢𝘬𝘦? 𝘐𝘴 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵’𝘴 𝘰𝘱𝘵𝘪𝘮𝘪𝘴𝘮 𝘧𝘰𝘳 𝘵𝘦𝘤𝘩 𝘫𝘶𝘴𝘵𝘪𝘧𝘪𝘦𝘥, 𝘰𝘳 𝘢𝘳𝘦 𝘸𝘦 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘢𝘵 𝘢𝘯 𝘰𝘷𝘦𝘳𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯? Thanks Govinda Kishora K for all the data points!!

Irony in Market Dynamics! Zomato's Market Cap > Coal India's Market Cap Coal India's Annual Dividend Payment > Zomato's Total Revenue Coal India's Tax Paid in a Year ≈ Zomato's Total Revenue This stark contrast showcases the valuation disparity between a legacy sector generating significant cash flow and a tech-driven growth-focused company. What does this tell us about investor priorities and market sentiment? Is it sustainable in the long run? Let’s discuss! #StockMarket #Valuation #InvestmentInsights #IndiaGrowth

🚀 New Economy vs Old Economy: A Tale of Contrasts As the digital wave transforms industries, it's hard not to marvel at the meteoric rise of "New Economy" companies. Let's take Zomato as a shining example. With its Market Cap surpassing Coal India, it's tempting to declare the new guard victorious. But wait… let's peel back the layers. 🔍 The Dividend Dilemma While Zomato’s market valuation soars, Coal India quietly reminds us of the power of fundamentals. In fact, Coal India’s total dividend payment in a single year is greater than Zomato's total revenue. Yes, you read that right—dividends alone, a tangible return to shareholders, outstrip the entire revenue engine of Zomato. 💼 Tax Titans And here’s the kicker: Coal India's tax contributions in a year are nearly equal to Zomato’s total revenue. Think about that. What Zomato generates from its cutting-edge delivery ecosystem, Coal India matches just in taxes—fueling infrastructure, education, and more. 🌟 What This Means for Us The rise of the New Economy isn't just about growth; it’s about redefining how we perceive value. Yet, the Old Economy continues to anchor stability and sustainability in ways we often overlook. So, here’s the question: Is the allure of "potential" overshadowing the unmatched solidity of fundamentals? Perhaps the real winners are those who can balance the dynamism of the new with the resilience of the old. What’s your take on this contrast between innovation and tradition? Let’s discuss in the comments! 👇 #NewEconomy #OldEconomy #Zomato #CoalIndia #Investing #BusinessGrowthZomato

📢 Big Changes in the BSE Sensex! On December 23, 2024, Zomato is set to join India’s benchmark BSE Sensex, replacing JSW Steel. This shift reflects the evolving dynamics of the Indian stock market and the rising importance of the digital economy. 🌟 What’s Driving the Change? 1️⃣ Phenomenal Performance: Zomato's stock surged 112% in 2024, achieving a market cap of ₹2.33 lakh crore. JSW Steel, while steady, saw a modest 27% growth this year. 2️⃣ Digital Growth Era: The inclusion of Zomato signifies the growing dominance of technology and platform-based businesses in India’s economy. With a 69% revenue growth (Q2 FY24) and profitability milestones, Zomato exemplifies the future of India Inc. 3️⃣ Sensex Reconstitution Criteria: Companies are evaluated on metrics like float-adjusted market capitalization over six months. Zomato’s stellar performance met these thresholds, outpacing JSW Steel. This reshuffle ensures the Sensex remains a true barometer of India’s market trends and economic progress. As we move towards a tech-driven future, such changes reflect the pulse of our economy. 🚀 #StockMarket #SensexUpdate #Zomato #JSWSteel #IndianEconomy #DigitalIndia #MarketTrends #Investments

📈 Market Shake-Up Alert! 📈 Hey folks, Hold onto your portfolios, because the BSE Sensex is getting a makeover! On December 23, 2024, JSW Steel will be saying its goodbyes to the Sensex, and guess who's moving in? Zomato! 🍕🚴♂️ This food delivery giant has been delivering more than just meals. For those wondering, the BSE Sensex is like a fitness tracker for the stock market, keeping tabs on the top 30 heavyweights on the Bombay Stock Exchange (BSE). Regular check-ups, aka periodic rebalancing, ensure the index stays in tip-top shape by shuffling companies based on their market performance and size. Throwback to: -Tata Motors DVR was removed from the Sensex on October 14, 2024. -Vedanta was removed on December 21, 2015, and then added back on June 18, 2018. -Wipro was removed on December 24, 2018, and then added back on June 24, 2024. Stay tuned for more market gossip and updates! Until then, keep calm and invest on. 📊🚀 #MarketUpdate #Sensex #StockMarket #Investing #Finance #Investment #StockMarketNews #FinanceNews #MarketTrends #FinancialMarkets #Zomato #JSWSteel #StockMarketFun #InvestmentLaughs #BSE Zomato India