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❌ If You Missed Linde India’s 22X Run… You’re Making This Common Mistake

Most investors look at revenue growth.
The smart ones look at structural dominance.

Linde India didn’t become a multibagger by chance —
it became one because the business quietly transformed into a monopoly-like giant.

Let me show you what really happened 👇

🏭 What Linde India Actually Does

Most people think Linde India is just an “industrial gas company”.

But here’s the part almost NO retail investor truly understands:

👉 Once Linde installs gas infrastructure at a client site, customers can’t switch easily.

Linde supplies:
• Industrial gases to steel, chemicals, refineries
• Onsite pipeline gas to large factories
• Bulk & packaged gases across industries
• Medical gases to hospitals

High switching costs + long-term contracts
= predictable cash flows + pricing power.

This is infrastructure disguised as manufacturing.

⚡ THE REAL TRIGGER (2018)

The real inflection point came from a global event, not an Indian headline.

In 2018:
✔️ Linde AG merged with Praxair
✔️ World’s largest industrial gases company was born

For Linde India, this meant:
• Stronger parent backing
• Global technology & scale
• Better capital allocation
• Dominant competitive position in India

This wasn’t a merger —
it was a business rerating trigger.

📈 After the Trigger — Profits Exploded

Sales: ₹2,192 Cr → ₹2,769 Cr
Net Profit: ₹33 Cr → ₹426 Cr
Margins: 15% → 25%

Revenue growth was steady.
But profit growth went vertical due to operating leverage.

When margins expand in a high-entry-barrier business…
the stock has no option but to re-rate.

💹 Impact on Stock Price

₹420 → ₹9,481
22X in just 6 years

₹1,00,000 → ₹22,00,000

And yet… most investors missed it.

Why?

Because they focused on quarterly numbers,
not the structural transformation underneath.

🎯 Investor Playbook (What Smart Money Did)

When the global Linde–Praxair merger happened AND
the stock moved above the 200-DMA with strong volume…

That was the Techno-Funda entry zone.

This is how serious investors catch multibaggers
before they become obvious.

🛑 Exit Lesson (Very Few Talk About This)

At peak optimism:

❌ Valuations stretched to ~147X P/E
❌ Price broke below the 200-DMA

That was the clear exit.

Great businesses don’t mean “buy and forget”.
They mean buy right, exit right.

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⚠️ Disclaimer

This is for educational purposes only, not investment advice.
Please consult a SEBI-registered advisor before investing.

#LindeIndia #IndustrialGases #TechnoFunda
#IndianStockMarket #MultibaggerStocks #WealthCreation

2 days ago | [YT] | 40