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. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    FUTURE MULTI BAGGER COMPANY ANALYSIS
    note : this information is only for Analysis (Learning Purpose)

    Grauer & Weil (India) Ltd

    Industry : Chemical

    58 years old company

    Listed in BSE

    CMP : Rs.17.05

    Face Value : Rs.1

    Market Cap : Rs. 386 Cr.

    Equity : 22.67 cr.

    P/BV : 1.80

    PE Ratio : 11.81

    Dividend Yield : 1.80 %

    Dividend : 22 %

    Last 18 years continuous dividend paying company

    52 week high : Rs. 22.70

    52 week low : Rs. 12.80

    Low Debt company

    Company reducing Debt in recent years

    Company showing Continuous sale and net profit growth past 5 years

    Promoter stake is very high 69.56 %

    promoter stake hiked last year

    BUSINESS UNITS : WELL DIVERSIFIED COMPANY


    1.CHEMICALS


    2.ENGINEERING


    3.LUBRICANTS


    4.ANODIZING


    5.PAINTS


    6.MALL


    present Collaborators:

    Herbert Schmidt GmbH & Co. KG (HSO), Germany

    Grauer & Weil in collaboration with Messer's Grauer & Weil of The United Kingdom, which today has grown to be known as Grauer & Weil (India) Ltd., or GROWEL.

    NOF METAL COATINGS GROUP., JAPAN

    A technology cum distributorship collaboration to sub-license the process of DACROTISING and supply related chemicals in the territory of India .

    GROUP COMPANIES
    Growel Sports & Hobbies

    Growel Sports & Hobbies is proud to offer an exciting new line of ARC (Almost Ready to Cover), ARF (Almost Ready to Fly) and RTF (Ready to Fly) R/C airplanes of all types (Scale, Aerobatic, Fun Fly ,Trainer) for all sorts of flyer. These planes set a new standard for quality and workmanship in the radio control airplane hobby. Each of these new planes is constructed with only the highest quality materials, and to very exacting specifications.

    Growel Softech Pvt. Ltd.

    IT specialists and solution providers, also offering full training programs , for Internet Technologies, Client Server Technologies, Lotus Notes, ERP consultants etc.

    Digikore Design Pvt. Ltd.

    SA Communication Management Company.
    Digikore Studios Pvt. Ltd.

    A Co - Production studios for international 2D and 3D cartoon style animation; working with studios in South Korea, Belgium and other European countries.

    In my view it is a very good company and very good management

    Before going to Buy this stock please study with your own Analysis and Risk Apatite , I am giving only primary Information.

    Source : Company official Website

    ALL THE BEST.....
     
    Mr Yogi, Capt.Sumit, krish123 and 8 others like this.
  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    ARIES AGRO

    CMP :Rs.96.40


    Industry : Fertilizers

    * 46 years old company
    * Very Good Brand Image
    * Marketing Network is Good

    Products :

    1.Fertilizers
    2.Farm Equipment
    3.Plant Protection
    4.Veterinary Products
    5.Agricultural Products
    6.Plant Nutrition

    Exports to other Countries :

    *USA
    *BRAZIL
    *TANZANIA
    *KENYA
    *TURKEY
    *PAKISTAN
    *UAE
    *BANGLADESH
    *SRI LANKA
    *TAIWAN
    *MALAYSIA
    *INDONESIA
    *AUSTRALIA
    *NEWZILAND


    # FACE VALUE : Rs. 10
    # Equity : Rs. 13 Cr
    # Market Cap : Rs. 125 Cr.
    # Book value : 143.36
    # E.P.S. : 9.08
    # P.E Ratio : 10.43
    # Dividend Yield : 2.08%
    # Dividend 20 %
    # Continuous Previous 8 years Dividend Paying Company
    # Continuous sales and net profit growth previous 9 years
    # Net profit Track Record is also good
    # Stock is trading at 0.69 times its book value
    # Company reducing Debt in recent years
    # Promoters holding : 52.74 %

    52 Week High : Rs. 164.40
    52 Week Low : Rs.83
    Stock Price available nearer to Year Low



    Cons :
    > Contingent Liabilities Rs. 54.71 Cr.
    > Heavy competition with other peer companies

    In my view it is a very good company and very good management
    Before going to Buy this stock please study with your own Analysis and Risk Apatite , I am giving only primary Information.

    Source : Company official Website

    ALL THE BEST.....
     
    selvan10, adi, SAUMYA MANNA and 5 others like this.
  3. adijsg

    adijsg Member

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    Vijay Kedia is also invested in Aries agro and it is a good stock to be in. with time focus will be on micro nutrients for soil and aries agro are leader in it.
     
    natrajv90 likes this.
  4. dineshkapoor27

    dineshkapoor27 Active Member

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    I just feel Usher Agro is a bit better in the agro space. It has shown great topline growth over the years and has good EBITDA as well. One of the biggest granaries located in UP. The only downside with that counter is the debt. With the reduced interest rates, I think that company can be a multibagger in 3-5 years. It is primarily targeted towards domestic consumption and I think with a growing young economy, India will be one of the biggest consumers in the world.
     
  5. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear Brother ,
    Usher is a good company , but it is having some defects
    1.Heavy Debt Company Rs. 777.50 Cr.
    2.Promoter 's stake is low : 32.5 %
    3.Some of the Promoter 's stake is in pledge
    4.company is in profit but 2012 on wards they are not paying dividend

    ALL THE BEST
     
  6. jeett

    jeett Member

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    How about stocks like Marksans, Caplin, Avanti and Waterbase?
     
  7. dineshkapoor27

    dineshkapoor27 Active Member

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    I really like Waterbase, its a Thapar group company and posting solid growth. Avanti feeds seems a bit streched to me now. In fact, I am looking Kaveri seeds now. Seems to have corrected a lot! Even fertilizers pack seems a bit interesting.
     
  8. Kashish.agarwal2

    Kashish.agarwal2 New Member

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    Avanti feeds nd waterbase... Nw they both r quoting above 20pe as per ttm eps... But look at it from future perspective... V shud assign atleast 20 pe for a stock with consistent growth nd superb performance... Nd considering future full year eps at 200(which d avanti company owner declared in a video).. It shud b quoting easily at 4000...nd bcoz of dis both avanti nd waterbase r racing towards 4000 & 150 respectively...
     
  9. Beginnner

    Beginnner New Member

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    Any one can tell me about Surya Roshni.........
     
  10. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear Beginnner ,

    Surya roshni is a good stock but , recent year promoter sell some stake
    and some of the promoters stake is in pledge ,
    last 5 years growth is also very slow
    Debt is also high

    in my view in this stock some movement is improving if it Cross Rs. 135 level , it may went to 175 levels with in few days...

    ALL THE BEST
     
    Last edited: Sep 30, 2015
    suchi likes this.
  11. Beginnner

    Beginnner New Member

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    Thnk u sir
     
  12. Sachin pathak

    Sachin pathak Active Member

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    Any views on FIEM and Camlin Fine Chemicals?
     
  13. suchi

    suchi New Member

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    Dear rama Sir,
    i follow some of your posts , you have done very good work ...

    i have some stocks i sold it are hold please give your valuable suggestion
    Aditya BirlaNuvo , JP Associates , ACC , WIPRO , EDUCOM

    now onwards i will follow your valuable suggestions
    Thank you sir
     
  14. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    @suchi

    Aditya Birlanuvo , Acc, Wipro are good companies hold it and

    Exit in a rally from JP and Educom and search for another quality stock and
    enter in to that in a correction ....
    ALL THE BEST
     
    suchi likes this.
  15. suchi

    suchi New Member

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    thank you very much for your valuable suggestion sir
    please give your opinion on Astra micro
     
  16. Beginnner

    Beginnner New Member

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    Sir what about Fortis, Ambuja,Emami and ashokleyland???
     
  17. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    The analysis of the stocks is very good. All information is provided with clean format.
     
  18. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear Srouta Ji ,
    Thank You Very Much
     
    suchi likes this.
  19. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear Beginnner ,

    ALL ARE GOOD COMPANIES ...but some of the fortis prom stake is in pledge and loss making company

    Fortis :CMP : Rs.171.20
    fortis is in a side ways consolidation , for long term investors keep stop loss at Rs.145
    for short term Stop loss Rs. 160


    Ambuja : CMP :Rs. 209.95

    Fortis is in Bearish in short and Long Term

    For short term Rs. 220 there is a chance of bullishness ...after crossing Rs. 230 there is a chance to go Rs. 250 with in short term

    EMAMI : CMP :Rs.1171.7

    Fortis is in a bearish phase in short term and Bullish in long term
    for short term Rs. 1200 there is a chance of up move 1300 to 1350
    If long term Investors price Rs. 1400 cross there is a chance to movie up to Rs. 1650

    Ashokleyland : CMP : 94.25

    Short term trend is in Bullish Range is Rs. 80- 100 Below Rs. 76 exit from counter
    For short term if price move above Rs .100 there is a chance to go up to Rs. 106 and then next Rs .112 levels

    Long term trend is bullish maintain stop loss Rs. 63 below this price exit from counter

    ALL THE BEST
     
    suchi and Srouta Mukherjee like this.
  20. stockjeet18

    stockjeet18 Member

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    Shrimp culture s highly risky and more prone to diseases , in 90s white spot disease forced to shut down the entire shrimp culture in our country so the company(avanti feeds) which depends upon this sensitive sector may get tough times ... So it's highly risky investment ... If someone s ready to take risk , p I Industries s better (somewhat better than avanti)
     
    Srouta Mukherjee likes this.
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