I think you should look at their website to get the idea of it. It's name is cyient.com Also one of the biggest driver for the growth in future could be the aircraft maintenance business which they acquired recently (Frank and Whittney). It is a high margin tech business for which there are very few companies in competition. If they make that big then sky would be the limit for the company.
Posts tagged Value Pickr
Styrolution ABS – MNC due for rerating (18-10-2015)
the market for ABS and SAN is mainly split between Styrolution and Bhansali Engineering Polymers (BEP).
BEP came out with its quarterly results yesterday, which has shown operating profit jump more than 100%. Best of all, operating margin jumped from 1.88% to 6.44% yoy.
If Styrolution can mirror the same results , we can see a repeat of the 1st quarter performance here. This will give us an EPS of ~ 20 for 6m.
Also, traditionally September has been a strong quarter for the company.
Lets wait and watch.
Sintex – Improving Sales & Profitability (18-10-2015)
But it is not a chennai company
Profit lies where noone is watching: some turnaround plays (18-10-2015)
Do you have any updates/information on the Dahej TDI plant of GNFC ? Q1 losses this year were almost the same as q1 of last year in that plane. when do you expect it to turnaround?That is the key to the numbers turning around i guess as other divisions of the compnay are consistently profitable. Wouldbe great if you share any insights on it.
Century Ply – Khusiyon ka rangmanch (18-10-2015)
From first hand experience. In Laminates, Century still has a long way to go. Its an also ran and doesnt have either variety or quality.
Plywood mein Century seems to be leading by a nice margin.
Need to check a few facts. Where do organised sellers of ready made furniture buy their plywood from. Going ahead a lot of furniture buying will be done through ready made shops.
Hitesh portfolio (18-10-2015)
IT(service based) Pharma(Product based). The Quantum and intensity of Govt and its Agencies interference differs. However the point of cheap and better healthcare is promising. As I said Fingers crossed.
Sintex – Improving Sales & Profitability (18-10-2015)
My friends who have very good understanding of stock market and Chennai companies advised me not to enter the counter, when I wanted to buy sales impressed by their product portolio. Please do more due diligence.
Profit lies where noone is watching: some turnaround plays (18-10-2015)
HELLO, TODAY I WANT TO DISCUSS SOME STOCKS THAT ARE COMPLETELY AVOIDED BY ALL BUT THEY ARE GOOD TURNAROUND PLAYS.
POWER SECTOR
WE ALL KNOW ABOUT THE PROBLEMS BUT THERE ARE SOME HIDDEN GEMS.
RATTANINDIA POWER
BY DEC,15 WILL HAVE 2700 Mw CAPACITY. PUTTING HUGE LOSSES SINCE LAST FEW QUARTERS BECAUSE AMRAVATI PLANT COMMISIONING IN Q4FY15 BUT RECIEVED COAL BY TRAIN IN LAST DAYS OF PREVIOUS QUATERS.
HAVE GOOD PPA WITH MAHGENCO AND FSA WITH CIL. IT ALSO GOT RS 1.55 AS COMPENSATORY TRAFFIF FOR IMPORTED COAL.
LIKELY TO BE PROFITABLE IN 1-2 QUARTERS.
XPANSION IS NOT A ISSUE BECAUSE IT HAS LAND AND CLEARANCES TO DOUBLE THE CAPACITY TO 5400Mw.
KSK ENERGY VENTURES
KSK HAS THE INDUSTRY MOST ENVIABLE PPAs OF MORE THAN Rs 5 WITH MOST GENCOs FOR ITS MAHANADI PLANT. WILL BE PROFITABLE IN 1 YEAR. ALSO ITS WARDHA POWER PLANT OPEN ACCESS ISSUE IS LIKELY TO BE SOLVED BY 2016E
IT WILL BE ONE OF THE LARGEST POWER PRODUCERS IN THE COUNTRY.
RPOWER: SENSIBLE PRODUCER
MOST OF THE CAPEX IS OVER.
HAS THREE MAJOR PLANTS. ROSA(1200 Mw) AND BUTIBORI(600 Mw) HAVE COST PLUS PPA AND SASAN IS A INTEGRATED PLANT. CONTINUOUSLY PROFITABLE. ALSO LEFT 2 UMPP DUE TO LOW PROFITABILITY.
SAMALKOT PLANT IS THE BIGGEST DRAG AS 8000Cr EQUIPMENTS ARE LYING IDEAL AND THAT IS ALL QUITY. NOW THESE EQUIPMENTS WILL B SHIFTED O BNGLADESH FOR A NEW POWER PLANTS.
GOOD PLAY FOR 1-2 YEARS AS TURNAROUND IS NEAR.
REALTY SECTOR
ANANT RAJ INDUSTRIES- MINI DLF
DELHI/NCR FOCUSED PLAYER HAS ONE OF THE LOWEST GEARING OF 0.2. ALSO HAVE THE RENT GENERATING PROPERTIES THAT CURRENTLY GNERATE Rs 100 Cr RENT BUT AT PEAK OCCUPANCY WILL LIKELY TO GENERATE Rs 275 Cr RENT.
ALSO MANESAR SEZ HAS A OCCUPANCY OF JUST 40% THAT IS SEENG RAPID DEVELOPEMENT CONSIDERING THAT GURGAON HAS TURNED EXPENSIVE.
HAS Rs1000 CR DEBT BUT HAS 500 Acre PRIME LAND IN DELHI THIS INCLUDE A 2 ACRE PLOT ON BHAGWN DAS ROAD WORTH 1000 crore AND 2 Acre IN HAUZ KHAS WORTH 800 Cr.ALSO A 131 Acre PROJECT IN GURGAON IS CURRENTLY UNDERWAY.
DB REALTY: MINI OBERIO REALTY
IN NEWS DUE TO 2G CASE.
HAS LOWEST DEBT OF 362 Cr. PROJECTS AT MAHALAKSHMI, MARINA AND BKC AR CURRENTLY UNDERWAY. MAHALAKSHMI PROJECT IS ALONE WORTH 7000CR AT 50% DISCOUNT TO CURRENT PRICE. IT ALSO HAVE 1000cr BOOKING AMOUNT WITH IT. CAN GIVE HANDSOME RETURNS AS THE MARKET TURN AROUND. IT HAS ALSO RECIEVED ALL THE NECESSARY CLEARANCES AND A FCA INCREASE.
REFINING AND PETROCHEMICALS
MRPL: MINI RIL
MRPL IS 71% OWNED BY ONGC. LATEST EXPANSION IS COMPLETE INCREASING ITS CAPACITY TO 3lbpd OR 15 Mtpa. THSI INCREASE COMPLETITY OF REFINERY TO 9.8 ALSO A PROPLYLENE UNIT IS ADDED.
RECENTLY ONGC APPROVED MERGER OF OMPL UNIT WITH IT THAT IS A PETROCHEMICAL UNIT THUS MAKING IT A INTEGRATED REFINER.
FUTURE LOOKS GOOD AND IT IS AVAILABLE FOR A CHEAP PRICES. ALSO KOCHI MANGALORE PIPELINE IS UNDERWAY THAT WILL REDUCE RAW MATERIAL COSTS.
GNFC
ONE OF THE MOST PROFITABLE AND CONSISTENT CHMICAL PRODUCER. commisioned a tdi plant in q2 fy14. but in december 14 there a major fire. THEN DUE TO THIS THE DAHEJ PLANT POST LOSSES OF MORE THAN 800Cr INCLUDING 330Cr WRITEOFF. BUT KNOW IT IS BOUGHT BACK ONSTREAM IN JANUARY 2015. AND ITS PERFORMANCE IS ALSO INCREASED.
CAN BE A MULTIBEGGR.
VEIWS ARE INVITED
Cafe Coffee Day – Will you Date? (17-10-2015)
Nope. Political connections are useful in getting loans, getting loans written off, getting tenders, cutting red tape, buying land for expansion, the list is endless.
Cafe Coffee Day – Will you Date? (17-10-2015)
You are wrong here. Political connections are red flags one should be cautious about. One needs to be sure about how they have created value in the past and what is the gameplan for the future. Some point of time they WILL face adverse political situation and work against value creation. Tell me one politically connected enterprise among consumer businesses which has consistently created value?