Associated alcholol and breweries ltd

Soutra Has copy pasted only what he likes but the entire thread gives a different view although for sample only I copy pasted the above from dalalstreet blog where ayush has clearly mentioned that he has invested and it is good but can't discuss because of sebi regulations .

 

first of all let us understand that any one person buying or selling will not change the fundamentals of the company let us see the basics
fy 10 sales was 88 cr fy 15 is 300 cr 5 yr cagr growth 35% ebita fy 10 6 cr fy 15 33 cr 5 yr cagr growth 45% net block fy 10 33 cr fy 15 96 cr more than 100% growth in capex general reserve fy 10 33 cr fy 15 59 cr yoy growth 375 AND 100% on revenue and profit with this historical fact in mind let us assume even 30% growth so fy 16 390 cr rev 44 cr ebita 23 cr np and 25 eps look at the sector pe
as regards the spike in employee cost they have given clarification i think which is mentioned in the valuepickr thread itself.
now the debt in fy 14 was 86 cr reduced to 38 cr in fy 15 the working capital is 78 cr trade recievable is 8 cr and inventory 30 cr cash in hand 12 cr so now the ROE is 18% and ROCE 16%
The capex completed qoq growth is also stable the operating cash flow total of last five years 47 cr minus the negaive is 17 cr so a net of 20 cr this fy 15 operating cash flow exceeds around 20 cr
the company has not given dividend but neither they have issued any preference capital for dividend stiping nor they have diluted the equity by way of warrants. the company has investment in mount everest breweries and narmada distellery the value of which is not taken into consideration for want of clarity
they have compiled with all sebi requirements for last 6 years promoter holding at 58% never reduced only increased no investor compliants no negative news whatsoever about the promoter.
operating in niche area of triple distelled grain spirit cash cow country liquor and bottlin international brands
market cap as of today 110 cr available at around 5 pe of forward earning fy 16 at a market cap to sales of less than 0.4 and book value of less than 1.5 and evebita of 5.
now whether ayush mital or no mital we can do our own calculation and decide why bother whether somebody invested or not i do see a potential for growth here avilable at fair value as far some negative i think it for individulas to decide

Last edited: 1 minute ago

 

Hello guys iam new the forum but since I work in retailing I have come across the SCOTH bottles of HAIG and GLEN DRUMMOND were the bottlers name mentioned as associated alchols now I know fully since iam regularly go to INDORE I know these guys a very good disterlerry in INDORE Khandawa road in manikara and one beer distillery in simhrol just for info hope it is helpful

 

Mr srouta has copy pasted the last portion of the entire thread if some body reads the entire thread they will clearly get the larger perspective about the company and as well as the entire conversation also watch there is accumulation going on even in the higher price band daily with 100% delivery why is that

 

Guys did you notice that volumes increased drastically by 4 to 5 times with 98% delivery even today 20000 volume with full delivery now for sure a big target

 

Guys now it has touched 52 week high of 132 with good volumes now we can understand why the big shots were not disclosing they wanted to buy low now it is clearly heading to 200

 

This is still going great yesterday breached uc with good good volumes now it's 160 still going what could be next target

 

Now ayush Mittal denied about his investment and gave negative comments after which there was some down movement heavy accumulation but meenashi now see the annual report of the co pony for yourself

Sl. No

For each of the top 10 Shareholders of the year

Shareholding at the beginning of the year

Shareholding at the End of the year

No. of Shares

% of total shares of the company

No. of Shares

% of total shares of the company


1


Garnet Tradlink Private Limited

900000

9.96

900000

9.96

2

Attic Dealcom Private Limited

800000

8.85

800000

8.85

3


Suniket Developers Pvt. Ltd.

81631

0.90

81631

0.9

4


Samriddhi Tracom Private Limited

51554

0.57

51554

0.57

5

Venkateshwar Investment and Fin. (P) Ltd

50400

0.56

NIL

NIL


6

Highgrowth Merchant Private Limited

49255

0.54

49255

0.54

7


Rashmi Tibrewal

42455

0.47

42455

0.47

8

Sanjay Kumar Sarawagi

39624

0.44

40439

0.45

9


Satabdi Tradecom Private Limited

39943

0.44

39943

0.44

10


Adya Merchant Private Limited

33836

0.37

33836

0.37

11

Satya Prakash Mittal (HUF)

NIL

NIL

54801

0.61


Total

2088698

23.11

2093914

23.16
From the above is it very clear that ayush Mittal has bought more than 50000 shares now what you say about this with gm breweries comparison this looks like a hell of Multibagger now

 

www.indianhiddengems.com/2015/07/rich-dad-poor-dad-epilogue.html
Jul 19, 2015 - ... on economic times reveals other side of: “Associate Alcohol and Breweries is a buy!!” ... The Latest Multibagger Idea by A..
ONUS Equity: 1/

 

Now the company has come out with fully operational website
https://www.associatedalcohols.com/
This gives a clear picture of licencesed brands own brands bottling and ena supply to Smirnoff now we can get a idea about the product profile

 

good find. keep it up.

 

What a discovery. Price now 118. Great results with qtrly EPS 3. Annual EPS 10-11 or more? What PE will one assign? Capacity being expanded. SAP implementation over. Opp size huge n increasing with social taboo on drinking breaking. Even ladies drinking a lot specially Vodka. Triple distilled grain spirit used in making Vodka. Views invited.

What about sector negative perceptions? How is prasanna kedia reputation? Any recent triggers n updates?

 

Sooper gains are there.