FUTURE MULTI BAGGER COMPANY ANALYSIS

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by RAMA MURTHY SASTRY CHALLA, Sep 28, 2015.

  1. nayantravels

    nayantravels Member

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    are those stock multibeggar
     
  2. nayantravels

    nayantravels Member

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    dear friends awaiting your reply
     
  3. nayantravels

    nayantravels Member

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    khanduri sir what's it views bombayboy and rama sir
     
  4. nayantravels

    nayantravels Member

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    caplin labs and ttk healthcare
     
  5. Definate

    Definate Member

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  6. good stocks

    good stocks Active Member

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    Plz say Multi baggers
     
  7. BombayBoy

    BombayBoy Well-Known Member

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    operators of Aksh Optifiber from suburbs of Mumbai, stay away

    also regarding your other post with a load of stocks from moneycontrol board promoted by various "experts", steer clear of them or strictly trade as per their "advise"
    one of em posts "money rain and hahahahahahah"
    eventually they have a business too - selling advice, just give it a thought "there's no free lunches, somebody has to pay the cost"

    morepen labs had serious corporate governance issues just a couple years ago and defaulted on repayment of FDs

    personally i wouldn't touch any of em
     
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  8. BombayBoy

    BombayBoy Well-Known Member

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    never watched Caplin Point -

    TTK Healthcare - TTK group co, good institutional holding
    sales growth ~ 3x profit growth ~ 9x (in 10 years)
    has good consumer brands, don't know if has stakes in group companies, it is not a mainstream pharma co which will come up with some novel drug or a blockbuster molecule
    will it be a multi-bagger - i don't think so (4x-5x returns) but decent 20%-30%

    PS - i'm not an expert, just sharing what i know and info available out there in the public domain, end of the day it is your money, your call!
     
  9. shakti khanduri

    shakti khanduri Active Member

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    @ Nayantravels @BombayBoy .-Both the companies are good but this is already factored in their prices . Hence in my opinion as of now I dont see much of upside left.Risk reward ratio suggests caution. However both the companies should be kept in mind .Caplin is comparatively young & growing very fast with very attractive fundamentals ,TTK is a matured company with long standing, sound management plus selling both OTC & ETHICAL products wth many established brands -thus enjoys MOAT. Both are good but not good buy at present level.One should wait for more moderate valuations . I hold the opinion that this is not the

    right time to take exposure in pharma sector as it appears to be in BULL phase.OTHERS MAY BE KNOWING BETTER.
     
    Last edited: Nov 3, 2015
  10. sandeeprao

    sandeeprao New Member

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    Rama Murthy ji have you had a look into titan bio sep results? Is the PAT down due to temporary plant shut down or any other factors.

    Can you pl share the target for this share.

    Regards
     
  11. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Titan Biotech Ltd. Standalone Quarterly Result ( ` in Cr)
    Name
    Sep-15 Jun-15 Mar-15 Dec-14 Sep-14
    Net Sales/Income from operations 12.34 9.33 11.96 8.30 11.18
    Total Income From Operations 12.34 9.33 11.96 8.30 11.18
    EXPENDITURE 6.00 6.00 6.00 6.00 6.00
    Increase/Decrease in Stocks 0.30 -0.07 -0.39 -0.60 0.04
    Consumption of Raw Materials 7.54 5.92 8.29 4.86 7.37
    Employees Cost 0.88 0.69 0.70 0.71 0.69
    Depreciation 0.16 0.22 0.30 0.18 0.18
    Other Expenses 2.48 1.88 2.22 2.56 2.00
    P/L Before Int., Excpt. Items and Tax 0.97 0.70 0.85 0.60 0.89
    Other Recurring Income 0.10 0.07 0.12 0.17 0.04
    P/L Before Int., Excpt. Items and Tax 1.08 0.77 0.97 0.77 0.94
    Interest Charges 0.38 0.19 0.36 0.15 0.26
    P/L Before Exceptional Items and Tax 0.69 0.58 0.61 0.61 0.67
    P/L Before Tax 0.69 0.58 0.61 0.61 0.67
    Tax 0.28 0.20 0.19 0.21 0.23
    P/L After Tax from Ordinary Activities 0.42 0.38 0.42 0.41 0.44
    Net Profit/(Loss) For the Period 0.42 0.38 0.42 0.41 0.44
    Equity Share Capital 7.74 7.74 7.74 7.74 7.04
    EPS Before Extra Ordinary 6.00 6.00 6.00 6.00 6.00
    Basic EPS 0.54 0.49 0.54 0.52 0.63
    Diluted EPS 0.54 0.49 0.54 0.52 0.63
    EPS After Extra Ordinary 6.00 6.00 6.00 6.00 6.00
    Basic EPS 0.54 0.49 0.54 0.52 0.63
    Diluted EPS 0.54 0.49 0.54 0.52 0.63
    Public Share Holding 6.00 6.00 6.00 6.00 6.00
    No Of Shares (Lakhs) 39.74 39.74 39.75 39.74 36.24
    Share Holding (%) 51.35 51.35 51.36 51.35 51.48
    Promoters and Promoter Group Shareholding 6.00 6.00 6.00 6.00 6.00
    a) Pledged/Encumbered 6.00 6.00 6.00 6.00 6.00
    b) Non-encumbered 6.00 6.00 6.00 6.00 6.00
    - Number of shares (Lakhs) 37.64 37.64 37.64 37.65 34.15
    - Per. of shares (as a % of the total sh. of prom. and promoter group) 100.00 100.00 100.00 100.00 100.00
    - Per. of shares (as a % of the total Share Cap. of the company) 48.65 48.65 48.64 48.65 48.52
    PBITOE margin (%)/ Operating profit Margin (%) 7.89 7.47 7.08 7.21 8.00
    PBTE Margin (%) 5.62 6.21 5.07 7.38 6.01
    PBT Margin (%) 5.62 6.21 5.07 7.38 6.01
    PAT Margin/ NP Margin (%) 3.38 4.10 3.47 4.87 3.97

    results are showing some improvement

    source :sharekhandotcom
     
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  12. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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  13. nayantravels

    nayantravels Member

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    rama sir needed you help on claris life one of my friend recommend it . I hold some caplin point thinking of buying more regards,
     
  14. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear nayantravels ,
    both are good companies no doubt , your friend choice is good ,accumulate in corrections
     
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  15. partha

    partha New Member

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    Rama sir plz tel me ur viewson cheviot company limitted
     
  16. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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  17. Kris

    Kris New Member

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    Dear Experts,
    What about RJ-Bio Tech, just scaled in recent 2/3 days after the Q2 result - Equity 9Cr and net 3 Cr, from last year Q2 9 lakhs! We need to check the full background since we can not guess on a Q2 result - But comment your views please.
    Kris
     
  18. Kris

    Kris New Member

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    The Q2 expected on 09the November ......
     
  19. Kris

    Kris New Member

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    Murthy Sir,
    Mercury Labs (cmp: Rs450 !!!) - already scaled 8/9 times in this year, announced the result, please have a look below: (Source BS)
    MERCURY LABORATORIES LTD - FINANCIAL RESULTS
    PARTICULARS ([​IMG] CR) SEP 2015
    NET SALES 12.25
    OTHER INCOME 0.18
    TOTAL INCOME 12.42
    TOTAL EXPENSES 10.26
    OPERATING PROFIT 2.16
    NET PROFIT 1.04
    EQUITY CAPITAL 1.2
     
  20. Kris

    Kris New Member

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    Dear Murthy Sir,
    We have seen a lot of low equity cap Companies showing good Quarter results - and surely due to the Low Eq.Cap, it seems (yes, seems) very attractive. We are not sure, whether the showing results are geunine through the sales (regardless of other income shown or not) or just some sort of promotors' game. What the main thing we could take care, out of such stocks, to find an odd one which is Gem? Surely everybody admits that none could go beyond the Numbers on the Papers ... but, .......just a curiosity!
     
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