my guess is that granules will do an eps of 6 for the yr fy 16,thus discounting at current price 24.5times.by looking at the current numbers can they do an eps of 7.8 for fy 17 implying a growth of 30% in which case granules gets discounted 18.8 times.am i underestimating or overestimating or am i right? disc invested at lower levels
Posts tagged Value Pickr
Granules India Ltd (01-11-2015)
Granules deliverables is at approx. 30% (source Moneycontrol). How is this to be interpreted? Anyone please.
Cupid Ltd – Helping the world play safe! (01-11-2015)
Chinese government scrapping one child policy would have shrunk the global condom market by quite a bit. There may not be any direct impact on companies like Cupid but I think condom suppliers would become more competitive now.
Granules India Ltd (01-11-2015)
Promoter converted his warrants leading to 41 lakhs of shares.
http://www.moneycontrol.com/stocks/stock_market/corp_notices.php?autono=2176301
Evaluating investments in Flex Foods Lts (01-11-2015)
I was recently considering investing in Flex Foods Ltd. The company is part of Uflex group engaged in producing flexible packing products. Flex Foods as a company is engaged in dried products which are sold into international markets mainly, USA, Europe. Some quick numbers,
P/E ratio of the company is 9.57 FY 15 earnings
Sales has grown @ 16% CAGR since 2011
EBITDA Margins @ 26.5% is very impressive
The ROCE looks decent too and the company has very low debt
I am still looking at the market size for frozen foods in the US markets, competition for this company etc. but any thoughts on the same would be helpfu
Vinati Organics (01-11-2015)
Yes, you are correct in that. They have fixed realizations per litre of chemicals they sell. The contract protects them from forex fluctuation and crude price/raw material price impact. Infact, if you think about it the margins will slightly expand when crude price go down and vice versa (which is exactly what has happened in last few quarters).
See Pg. 7 of this note to verify about the contract terms >> http://www.hdfcsec.com/Research/ResearchDetails.aspx?report_id=3008142
Only problem is disclosure. It is difficult to determine if the volume has gone up or down since they don't keep concalls since last 1 year, nor they release any presentation. Only annual report will clarify that hopefully.
On board point, I think this happens with all the companies. Board members are generally from other firms and sometimes totally different industry (Eg. Mr. KV Kamath from ICICI was board member of Infosys). And such closely held companies tend to nominate board members from their family members (which is not so positive but can't avoid with such firms).
Screener.in: The destination for Intelligent Screening & Reporting in India (01-11-2015)
Plz compare the nos on screener with the results reported by the company in their PDF filing on BSE. The numbers are matching.
Granules India Ltd (01-11-2015)
Some fiis r entering into granules, need to see how they react with results showing gud numbers!
Skipper Ltd., distributing Power and Water, Is it a moat in making? (01-11-2015)
Not much key take aways from AGM Minutes but one thing which I liked is the attendance of the management team. This shows seriousness of the event for a small Company. I have worked with a Company where one or two management representative used to go for AGM and other never bothered about AGM. Good Signs 
Skipper Ltd., distributing Power and Water, Is it a moat in making? (01-11-2015)
Invested at 150 levels, couple of days back. Constituting 6% of my portfolio.