Guess the company? (Copy/paste)

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Farhan Ghumra, Nov 21, 2015.

  1. Farhan Ghumra

    Farhan Ghumra Active Member

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    Very seldom does one come across an opportunity which is a:-

    1)Market leader with a 20 % plus market share in a fairly competitive industry.

    2) Has huge pricing power and EBITDA in excess of 30 %.

    3) Has an unique ability to increase prices and volumes simultaneously.

    4) Has huge operating leverage. It's more of a FMCG player but not FMCG.

    5) Has low capital mis allocation issues. A debt free company.

    6)No link to macros like economic growth or commodity prices - it’s a domestic consumption play of non-discretionary kinds given that it is a staple in every household.

    7) Had its Ipo more than a decade back which was massively oversubscribed.

    8) Rich tailwinds are blowing with the story set to change massively over the next 5 years. PAT can move up 6-10X in next 5-6 years.

    9) Is run by a professional management team with depth and is not dependent on the promoter’s whims and fantasies.

    10)Has some marquee investors in already including Ramesh Damani, Sbi Mf and franklin india small companies fund.
     
    Last edited: Nov 21, 2015
  2. vc43704

    vc43704 New Member

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    Can be Agro Tech Foods ltd.

    [
     
  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    It could be Bajaj Corp or Amrutanjan but Ramesh Damani is not invested in it. Agro Tech Foods is a good guess by @vc43704
     
  4. Farhan Ghumra

    Farhan Ghumra Active Member

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    The answer is TV Today.
     
  5. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    I got confused by ref to FMCG stock. How is TV Today a FMCG stock? It is a media stock!
     
  6. Parin Gala

    Parin Gala A long term investor

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    From which site is this quiz?
     
  7. Farhan Ghumra

    Farhan Ghumra Active Member

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    Yes I know. In subject I wrote it's copy paste post. TV today was declared as answer from where I copied hints.
     
  8. Biju

    Biju Member

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