NIIT | A Silent Multibagger: India’s Only Profitable Ed-Tech(listed) (One Stock in education sector)

NIIT | A Silent Multibagger: India’s Only Profitable Ed-Tech(listed) (One Stock in education sector)

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“Most players go where the puck is. I go where the puck will be.”
- Wayne Gretzky (Canadian Former Ice Hockey Player)

Greetings from SOIC!

Dear Tribe Members, today we’ll analyze a one of a kind listed business in India. It is also one of the very few profit making Ed-Techs. Screening it won’t present fair return ratios due to the past. It will require special insights & an analytical mind to unravel its secret of achieving 79% Operational ROCE. Management expects it to be a Fast Grower going forward. Plus there is a special situation opportunity at play here as well.

We applied Variant Perception here as analysts are not eyeing the gorgeous side of this story. Let’s see how a business can help in converting Fixed Expenses into Variable Expenses for other businesses & make extraordinary returns for itself.

Business Analysis - NIIT Ltd
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📣 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.
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Timestamp
Intro (00:00)
NIIT: 3 Business Segments (03:33)
NIIT: Customers (11:47)
3 Things To Track In a CLG Business (14:26)
Thesis Pointers (20:25)
Antithesis Pointers (22:35)

#soic

[Riya]

Bhaiya kya video banate ho itni detail me, tired nahi hote kya aap
, aap or aapki team bahut hard working hain thanks for such valuable content for free of cost❤️❤️❤️

[jaideepchahal]

As always, very good analytical approach. Why don't you come up with some model portfolio type of product as we retail people don't have enough time, but have trust in you
Regards

[pritammoitra]

Sir u must attend one of the niit
1) from my experience they overcharge for trainings
2) a 6 month course takes 2 years to complete
Frankly if it is trading at a discount, maybe it deserves to be there

[rakeshpandey]

इश्मोहित, Once again you will heart of million people, . You are the person who is helping retailer by true mean

[sohailmukadam]

Introductory videography was so good. Man

[sr]

Aise knowledge dete raho sir. jaldi hi 2 lakh subscriber 🔥

[finkaro]

I picked KPIT, NIIT, Borosil renewable, tata power and Delta Corp mand many more..at an early age of 1.5 years back.. Only channel content I appreciate

[AmitSharma-qlnr]

first option Tube Investment TIINDIA...and in your way - hell yes!!!

[nitinkumar]

I found your channel in February 2022
and from the oldest to the newest I watched all the videos and also opened a separate demat account.
and purchased 200-500 shares of each company discussed (on dips).
Today I have finished all the videos and watching this video and demat is in 35% plus today.
the content is total gold.
I will soon be joining your deep dives and membership course. thanks brother.

[cpsmenon]

Thank you....🙏Cummins and it's competitors

[satyamkadam]

Thanks Mohit
Please make a video on Latentveiw Analytics 😍😍

[rajeshnarula]

I admire ur dress sense as well as your knowledge.

[sushantbhaisare]

Sir,
Next analysis about
1.tinna rubber
2.greenpanel
3.jsw energy
4.gravita
5.galaxy bearing

[durairajmargabandu]

Very nice presentation. Confident that those who are interested to learn will learn from this type of presentation and enjoy the fruit

[umakantyadav]

Thanks so much Ishmohit Ji & SOIC team for such kind of hard work and passion to educate retail invester .In my opinion best channel on youtube for retail invester . Its is my pleaure to subcribe your channel and learn lot.My vote for Tube investment .

[Akshjain]

Hi sir,
Can you please revisit on current fundamentals of NIIT?

[gurpreetsinghbhatia]

Looking great in blue turban sir love the change

[premchandmaurya]

Tub investment business model sir
Next videos plz..
That's for help business ditels

[punedesire]

Thanks for the excellent insight...few Q, if you could lend some light
1. SNS to get cash 700 cr, what rationale company giving to allocate 700 cr to poor margin, fiercely competitive landscape business
2. With no clear Right2Win, why not sell it off?
3. how do they stand on valuations wrt upgrad and rest
4. M&A in LMS space?
Should'nt one wait till demerger is executed?

[koshyjoseph]

Superb analysis of silent performers with unique features with merits and demerits in future with valuation. Hats off.