Saham Monopoli Terbaik di India

Berapa banyak perusahaan monopoli India yang dapat Anda sebutkan? Hari ini kita melihat salah satu kategori favorit Warren Buffett, monopoli, tetapi di pasar India. Monopoli berkaitan dengan kategori bisnis yang menjadi pemimpin pasar di industrinya karena keunggulan kompetitif yang signifikan. Perusahaan-perusahaan ini sulit untuk bersaing dan mempertahankan pangsa pasar terbesar untuk produk dan layanan mereka.

Saham perusahaan ini disebut saham MOAT dalam dunia investasi. Parit adalah parit luas yang mengelilingi kastil abad pertengahan dan menawarkan batas keamanan. Di dunia korporat, parit semacam itu merupakan hambatan masuk seperti modal yang signifikan atau pembatasan pemerintah atau keunggulan kompetitif yang telah diciptakan perusahaan.

We take a look at the Indian Monopoly stocks that dominate their respective industries. There are industry leaders who have no or very little competition. Monopoly examples in India are available in every industry in different sizes. The top monopoly stocks are divided into three categories: large-cap, midcap and smallcap monopoly stocks. Let’s get this party started.

Bagaimana bisnis mencapai monopoli pasar yang kuat?

In a monopolistic market, customers continue to purchase a particular company’s products or services since the market is controlled by this company. There are several ways companies create monopolies in their respective industries. Some of these are significant technology barriers, distribution reach, and regulations. Many a time, customers continue to use a company’s products simply because of high switching costs, effectively helping the company in creating a monopoly.

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Berapa biaya beralih?

Adalah biaya yang dikeluarkan oleh pelanggan untuk berpindah dari satu produk ke produk lainnya. Perusahaan dengan kekuatan harga yang kuat dan parit yang lebih luas mempersulit pelanggan mereka untuk menggunakan produk pesaing dengan memasukkan fitur khas mereka sendiri. Karena fitur unik memberikan keunggulan kompetitif dan pendapatan yang lengket, monopoli semacam itu memiliki masa depan yang menjanjikan.

The company’s goodwill is another factor that distinguishes monopoly stocks.

Izinkan saya untuk mengajukan pertanyaan kepada Anda. Apa merek pertama yang muncul di benak Anda ketika memikirkan pasta gigi… Bukan Colgate? Begitu pula dengan mie, komoditas pertama yang langsung muncul di benak adalah Maggi.

Monopolistic businesses have exceptional brand recognition. This is because they put in a lot of effort to make their product stand out. Not only that, but the business has also spent a lot of money on marketing and expanding its distribution system.

Because of these factors, monopoly stocks have the potential to become multi-baggers in the long term.

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Saham Monopoli Smallcap

A small-cap company in India is defined as one with a market capitalization of less than INR 5,000 crores, although the precise definition isn’t very relevant to our discussion. Investors are generally looking for up-and-coming growing firms that are rapidly expanding.

Karbon & Bahan Kimia Oriental #1

Karbon & Bahan Kimia Oriental adalah satu-satunya produsen Insoluble Sulphur (IS) di India. Ini memiliki status dominan di pasar, terhitung hampir 55% - 60% dari pasar domestik (sisanya ditangani oleh impor) dan pangsa pasar global sekitar 10%.

IS digunakan untuk memvulkanisir karet, yang kemudian digunakan untuk membuat ban. Vulkanisasi hanyalah pemanasan karet dengan Sulfur dan prosesnya menawarkan stabilitas yang lebih besar pada produk karet.

IS is a minor component of tyre cost, but it is critical to tyre functionality, life, and quality. The procedure is extremely specialized and capital-intensive. The approval process is also rigorous and lengthy, and it could take several years. Oriental Carbon is the sole household player in this specialized market.

Oriental Carbon adalah pemimpin pasar karena ekspansi kapasitasnya yang berkelanjutan. Perusahaan juga memiliki keuangan yang kuat dan R&D internal.

Oriental Carbon baru-baru ini menyelesaikan tahap pertama (kapasitas 5,500 MTPA) dari usahanya untuk memperluas kapasitas produksi IS di Haryana dan Dharuhera.

#2 NOSIL

NOCIL is India’s largest rubber chemicals manufacturing business, accounting for over 40% of the market. Its long-term partnerships include Apollo, JK, Sumitomo Rubber, MRF, Ceat, Michelin, Yokohama Rubber, Continental, Bridgestone, and others.

NOCIL memenangkan pangsa pasar global serta pembeli internasional ingin memperluas sumber mereka di luar China.

Selain itu, pendapatan perusahaan diperkirakan akan meningkat pada tahun fiskal saat ini karena penambahan kapasitas baru, penerapan kenaikan harga yang konsisten, dan peningkatan pangsa pasar di pasar ekspor.

Industri di mana NOCIL beroperasi memiliki kekuatan harga yang kecil. Sebagian besar pertumbuhan perusahaan ditentukan oleh volume yang dapat dijualnya serta keragaman barang yang dapat ditawarkannya. NOCIL telah menghasilkan banyak uang dengan menjaga harga tetap rendah dan ini membuatnya istimewa di antara saham monopoli.

Saham Monopoli Midcap

Midcap companies have a market capitalization greater than INR 5,000 crore and less than INR 20,000 crore. Putting money in these businesses can be riskier than investing in companies in the large-cap market but these players often have a proven track record and a longer operating history than smallcap stocks.

#3 Borosil Terbarukan

Borosil Group has been ahead of others in tapping the solar opportunity in India. Its group company Borosil Renewables is India’s first and only solar glass manufacturer. Given the potential in the renewable energy sector in general and specifically the robust expected demand from retail households, Borosil Renewables is an excellent long-term pick for investors.

While it features in the list of midcap monopoly stocks as of now, its 3-year revenue CAGR of 43.8% indicates that the stock will migrate to a large cap in the coming years. The icing on the cake is its high ROCE of 27.2% which means the company wouldn’t need to take on a lot of debt to fund its expansion plans.

Borosil Renewables has also set its eyes on international markets and has revealed plans to acquire Europe’s largest solar glass manufacturer Interfloat Group. It also plans to invest INR 1,500 crore in the next two years to expand its manufacturing capacity.

#4 CAM

Computer Age Management Services (CAMS) menawarkan infrastruktur dan layanan keuangan untuk industri reksa dana yang sedang berkembang di India dengan pangsa pasar hampir 70%. Ini adalah registrar dan agen transfer terbesar di India untuk reksa dana tetapi juga menyediakan layanan untuk rumah perusahaan di luar reksa dana. Secara teknis, CAMS beroperasi dalam duopoli dan bersaing dengan Teknologi KFin (which has a 30% market share) but has all elements of a monopoly stock.

CAMS meluncurkan IPO in September 2020 and rewarded investors very well with its shares gaining over 100% within 12 months of listing. It operates in a sunrise industry and thus, can be expected to do well in the coming several years and keep its place in the monopoly stocks list.

Saham Monopoli Berkapital Besar

#5 Batubara India

Coal India is India’s leading coal mining and processing company. Coal Mines Authority Ltd. was formed in 1973. The Union Government now owns it and manages it through the Ministry of Coal. It is also the biggest coal-producing company in the world. Until 2020, coal mining was a government monopoly in India but the sector has now been opened to private players. Nevertheless, Coal India is still a dominant player and counts virtually all the domestic power and steel businesses among its customers.

India is now the world’s second-largest coal producer. It produced approximately 777.3 million tonnes of coal in FY2021-22. Coal India’s production stood at 596.2 million tonnes in the same year, translating to a market share of 82.0%.

Sementara Coal India memiliki monopoli di segmen pembangkit batubara, ia mendiversifikasi bisnisnya dengan mendirikan proyek tenaga surya dan pabrik pupuk.

Coal India hampir bebas utang dan membanggakan hasil dividen yang sehat, sehingga menarik bagi investor dividen.

There are footwear manufacturers and then there is Relaxo. One might even question the classification of Relaxo in monopoly stocks as there are several players in this sector. However, Relaxo keeps the competition away from making a dent in its target market of non-leather footwear by keeping costs low and earning less than INR5 per pair. This way, it creates a virtual monopoly.

Ini memiliki delapan fasilitas manufaktur dengan 7.5 juta pasang per hari. Bisnis ini memiliki jaringan distribusi dan toko ritel yang kuat di seluruh India yang memasok produk-produk Relaxo melalui lebih dari 50,000 titik penjualan (POS), menghasilkan diversifikasi geografis dan pelanggan yang tinggi.

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#7 Cat Asia

Asian Paints is India’s leading paint company and it boasts of 50% market share in the domestic paints market. This market share increases to 60% when it comes to the decorative paints segment which is the mainstay of the company. Technically, this may not be a monopoly stock but practically, the company enjoys all the monopoly powers including pricing. Its extensive product range, massive distribution network across the country, and culture of continuous innovation help in defending its market share.

Lately, the supernormal profits enjoyed by Asian Paints have attracted the attention of other players and JSW group and Aditya Birla group’s Grasim Industries have expressed their interest in entering this lucrative market. This is not the first time Asian Paints’ market dominance has been challenged and the company has survived and thrived over several decades.

This is not an exhaustive monopoly stocks list and there are several other monopoly shares in India. Some of these monopoly players in India and their price performances are listed below.

Saham Monopoli Terbaik di India

Menutup Pikiran

While so much has been talked about investing in monopoly stocks and businesses, you must first determine whether the company can continue enjoying its dominance in the future. For example, in this article on best monopoly stocks, we mentioned firms with solid financials such as Relaxo, Asian Paints, and Oriental Carbon.

Monopolies are hard to establish and maintain in the lack of government support. Some monopolies, especially PSU monopolies like IRCTC, may vanish with a stroke of a pen. In such extreme cases, businesses often spiral down over several years and large-cap monopoly stocks become midcap and midcap monopoly stocks become small-cap stocks.

Investing refers to a company’s ability to maintain a strong position in the market to protect market share and ensure long-term profits. The larger the moat, the more secure the business. If the moat is weak, competition will eventually ruin the game, deplete returns, and steal market share and profits.

As a result, choosing firms with solid moats is a wise investment strategy and monopoly stocks come in this category. Of course, the company’s valuations, as well as its inherent value and margin of safety, must be examined. Investing in monopoly stocks is no silver bullet and even monopoly stocks are correct occasionally.

FAQ Monopoli

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