Sirca Paints India Limited

@sameernics @Souresh_Pal

Hope u both Guys are rights

Stock ran from 600 to 800 and again showing 600 levels , (pre -bonus time) weakness for some weeks got me panic to do my homework at that time

I checked russia Sirca paint’s website , and America Sirca paints website

All had Similar low views on the social media like Sirca ( 2 months back)

After your reply yesterday , I again researched on the internet for long period

1. Yes , Sirca paints has product moat and good quality

According to me , Sirca is lacking of a person who advertise Sirca in great way ( advertising manager or brand manager or something )

It not about one advertising campaign but Lack of advertising manager / brand manager

In my thoughts post , @sameernics i m telling after 10- 15 years , company is completedmanufacturing in india and doing consistent sales , stable company , when there is less room to left in wood coating market , everyone has built their own market

Even Rajratan Global wire has Lower their margins To capture Thailand markets

Indigo and ica pdilte and other companies is giving tough competition to Sirca ,

1. Will Sirca will be able to maintain same margins , ( I m thinking after 10-15 years , not current 2-3 years margin)

2. Once company becomes small to stable mid cap ,
   Margin will fall as general expectation ,

3. When company is in developed stage after 10-15 years , companies will need to do what currently Asian paints is doing that is my thoughts

If you walk on the any household , ask about Sirca paints or what is wood coating ( they will know nothing) , only future will tell how these market gets developed

whereas Asian paints adversting is good , we cannot compare Sirca at current stageto Asian paints , it would be unfair

But u can clearly see How a. advertising manager can make difference