Steel Pipes & Tubes Industry

Understanding ‘90% Rule’, ‘Value Chain’ and ‘Porter’ of RMTL.

90% Rule. The 90% rule is an attempt to understand important factors due to which 90% of the RML’s business is defined & dependent on. Those factor that holds key to success of RMTL and the whole game of this winning business is playing that factor correctly. The factors, as per my understanding, that defines […]

Understanding ‘90% Rule’, ‘Value Chain’ and ‘Porter’ of RMTL. Read More »

Decoding Ratnamani Metal’s Complete Business through Business Model Canvas.

Through the help of Business Model Canvas, we will try to understand only the precise aspect of RMTL’s business like Revenue, Production, Customer, Value Preposition and other cost related aspects. Let us check out Business Model Canvas of RMTL and understand each point in brief: Business Model Canvas of Pipes & Tubes Segment – Ratnamani

Decoding Ratnamani Metal’s Complete Business through Business Model Canvas. Read More »

Product Pipeline of Ratnamani Metals & Tubes Limited (RMTL).

RMTL is a company established in 1983 and has experience in the field of pipes & tubes of over 35 years. Over the years, company has constantly focused on adding variety of products in its basket. Starting from Stainless Steel Pipes & Tubes production, the company has expanded to CS SAW Pipe, Welded SS Tubes

Product Pipeline of Ratnamani Metals & Tubes Limited (RMTL). Read More »

A Recap of why we selected Ratnamani Metals & Tubes Limited as our core company.

Growth with Profitability are two very prime combination required by any investor before even looking into a company for investment purpose. And with this mind-set, we have to select the best company which possesses both the above combination of growth and profit. Therefore, in our Conclusion of Industry Analysis, we short listed two best companies

A Recap of why we selected Ratnamani Metals & Tubes Limited as our core company. Read More »

Risk or Headwinds? What our segment has faced?

Risk & Headwinds are two different concepts both affecting the segment in terms of revenue, profit, costing and sometimes even its existence. Risk is long term, perpetual problems that occurs for the companies within the segment due to which the profitability & revenue is affected. On contrary, headwind is also a type of risk but

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Major trends we observe in Steel Pipes & Tubes Segment.

When industry is at saturation point and have very less scope of growth, companies go for dividend distribution to get away with excess cash and reward shareholders or they go for expansion into newer industries to chase for growth. This is very general sense, finding opportunities to grow, to earn continuously and to add value

Major trends we observe in Steel Pipes & Tubes Segment. Read More »

Why UNIT Economics is important to understand.

UNIT Economics is basically converting the whole Profit & Loss into per unit basis. It helps us to easily gauge the profitability of company on per unit basis. So, whenever in future there is higher sales volume, higher utilization or expansion plan; we can easily calculate through UNIT Economics. As we know, Tonnage is the

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Understanding Historical Demand-Supply cycles in Domestic Steel Pipes & Tubes segment.

  Demand-Supply mechanism is a core part of economics which determines the price of commodity. Higher demand with limited supply leads to better price realizations. Thus, we analyse supply capacity with capacity utilization (i.e. proxy to demand) and understand how profitability have impacted. When we talk about profitability, in a cyclical business they come easy

Understanding Historical Demand-Supply cycles in Domestic Steel Pipes & Tubes segment. Read More »

How government is adding flavour to Steel Pipes & Tubes segment? And tailwind for the sector.

Steel Pipes & Tubes is the primary commodity on which much of the world’s transportation and critical activities like E&P are dependent on for development. It is extensively in Oil & Gas Industries (apart from many other industries). So being a primary and important commodity with diverse application, it will definitely take lot of government’s

How government is adding flavour to Steel Pipes & Tubes segment? And tailwind for the sector. Read More »