Monday, 2 March 2015

Multibagger Stock for 2015 - 2018

Welcome to all the viewers of this blog..

As Union Budget 2015 has been released on 28th February which has put the road map of future growth of Indian Economy and it will grow at pace of 8% an din next 2-3 years it can grow at double digit growth..

One question always come in mind, which are the sectors and stock specific company's which are good for next 3-5 years which can give very good return..

Some of the stock summary are as follows

  1. Sintex Industries : Sintex Industries will be the major beneficiaries of the Union budget 2015 as government is putting emphasis on infrastructure of households and Toilets in country.  Buy Sintex Industries in range of 90 to 115 for a target of 150 in 6 months, 175 in 12 months, 250 to 300 in 3 years and 400 to 500 in 5 years.                                                                                                                                                                                 
  2.  Liberty Shoes : Liberty Shoes is doing restructure of thier business by merging thier promoter based company's in liberty shoes so that will consolidate the business and increase the margin of the business. Liberty business model is similar to Bata India and stock will get rerating from rating house agency in next 6 months. In Union Budget 2015, Excise duty on Leather Products has been reduced from 12% to 6% this will increase the sale and margin of the company.  Buy Liberty Shoes in range of 270 to 300 for a target of 350 in 6 months, 500 in 2 years, 750 to 1000 in next 3 years..         
  3.  Suzlon Energy : Suzlon Energy is the India's biggest win energy company and company has cleared more than 50% debts by selling RE Power subsidiary. Also Dilip Sanghavi & Family associates promoter of Sun Pharma has taken 23% stake in Suzlon Energy as a promoter entity in Suzlon also they have given future working capital guarantee to Suzlon Energy for fund infusion.. Government India has given lot of incentives to renewable energy sector which comprise of solar and wind energy, the biggest beneficiaries will be Suzlon Energy.. Buy Suzlon in range of 23 to 28 for a target of 35 in 6 months, 45 in 1 year, 75 -90 2 years, 150 to 200 in 3 to 5 years.
         

Thursday, 27 November 2014

Atul Auto - 13 times Return in 2 Years

Atul Auto Ltd which was recommended to all our blog readers in this blog on 3rd April 2012 to buy at Price of Rs.115 after bonus adjustment buy price comes to Rs.76 as bonus was issued 1:2 after that and then split from 10 FV : 5 FV Price comes to Rs.38 per share and now share price has reached to Rs. 540 on 27th Nov 2014 by providing more than 1300% return in 2 years.

Please find the link below for the same.

http://www.manojstockcalls.com/2012/04/atul-auto-ltd-safe-bet-for-3-5-times.html 



http://www.manojstockcalls.com/2014/06/atul-auto-5-times-return-in-2-years.html - 9th June 2014

Atul Auto Ltd is still is good bet for next 3- 5 years for multifold returns. Atul Auto is a sure shot multibagger stock in Auto Industry. Atul Auto is a almost a debt free company and looking for 1000 crore revenue in next 3 years ie. 2.5 times more revenue from current one ie 430 Crore. As revenue will increase probitability will also increase in next 3-5 years.
 

Thursday, 21 August 2014

KANORIA CHEMICALS & INDUSTRIES LTD - FUTURE MULTIBAGGER STOCK ( HIDDEN GEM)



Kanoria Chemicals & Industries Limited (KCI) is an ISO 9001, ISO 14001 and OHSAS 18001 certified manufacturer of chemical intermediates in India.

KCI has two chemicals manufacturing facilities, one at Ankleshwar in the state of Gujarat, which manufactures Alcohol based intermediates; and the second at Visakhapatnam in the state of Andhra Pradesh, which manufactures Formaldehyde, Hexamine and resins. The company’s portfolio comprises of over ten products, with a market leadership in three and substantial shares in the others.

With over five decades of experience in manufacturing chemicals, KCI has now diversified into renewable energy and knowledge based sectors. It has set up a 5 MW grid interactive solar power plant using Photovoltaic (PV) technology near Jodhpur in the state of Rajasthan.

In the year 2012, KCI acquired APAG Holding AG, the Switzerland based holding company and its wholly owned subsidiary APAG Elektronik AG, Switzerland. APAG is engaged in development and sale of electronic and mechatronic modules and control devices for the automotive, consumer goods, power tool electronics and building automation industries. The designing and engineering facility of the company is located in Switzerland, whereas the manufacturing facility is located in the Czech Republic.
In another diversification initiative, KCI has incorporated a subsidiary company, Kanoria Africa Textiles Plc in Ethiopia, Africa and is setting up a Greenfield manufacturing plant to initially produce 12 million metres of Denim per annum.

KCI has been rated ‘CRISIL GVC Level 3’ for its strong capability with respect to wealth creation for all its stakeholders while adopting sound corporate governance practices. The Company steadfastly believes in the core values of sustainability, transparency, ethical business practices, and maintaining high standards of corporate governance.

KCI is well recognised in the areas of environment management, resource use efficiency and social responsibility. It has been the recipient of several awards, including:
  • Indian Chemicals Manufacturers Association (ICMA) Award for Water Resource Management in Chemical Industry
  • ICMA D.M. Trivedi Award for Introducing Advancement in Technology having a Widespread Impact on Chemical Industry
  • TERI award for Corporate Excellence in Environment Management
  • Golden Peacock Eco-Innovation Award from the World Environment Foundation
  • National Award for Fly Ash Utilization jointly awarded by the Department of Science & Technology, the Ministry of Power and the Ministry of Environment & Forests, Government of India
  • The Indian Chemical Council (ICC) Award for Social Responsibility
KCI has a synergistic relationship with its group company KPL International Limited which is a 20 year old professionally managed international business company, specialising in global marketing and distribution of chemicals, plastics, paper and allied products.

Investment Rationale:

  •  Regular Dividend paying company, which paid 30% dividend for the past 8 years.


  • Diverse product base with established market position
 



  • KCIL is a leading manufacturer of chemical intermediates in India, manufacturing over 20 products. These includes at least six products where it has market leadership in India, namely aluminum chloride, ploy aluminium chloride, pentaerythritol, hexamine and formaldehyde. It is one of the largest manufacturers of caustic soda in eastern India. Its products cater to a range of user industries, such as aluminum, paper, textiles, soaps and detergents, petroleum refining, and pharmaceuticals.

  • Regular Capacity Expansion: Every year the company is expanding its products production at various facilities so as to catch the increased market needs.


Share Holding Pattern:
Promoters Hold 74.43% of total shares,
Corporate Bodies and Individuals(who are holding more than 1%) is : 3.55% of the shares includes IFCI holds 1.97% & United India Insurance Co Ltd - 1.58%.

Target :  

Buy in a range of Rs.40 to Rs.45 for a target of Rs.75 in 6 to 9 months and 3 to 5 times  return in 3 years from now.

 

Thursday, 7 August 2014

Shakti Pumps to raise up to Rs.150 -200 Crore (up to $33M) in PE funding

Submersible water pumps manufacturer Shakti Pumps India Ltd is planning to raise around Rs 150-200 crore (up to $33 million) from private equity firms to support its growth plans, sources close to the development told VCCircle.

Source : -http://www.vccircle.com/news/engineering/2014/08/05/shakti-pumps-raise-33m-pe-funding


Friday, 1 August 2014

Atul Auto - 8 times Return in 2 Years

Atul Auto Ltd which was recommended to all our blog readers in this blog on 3rd April 2012 to buy at Price of Rs.115 after bonus adjustment buy price comes to Rs.76 as bonus was issued 1:2 after that now share price has reached to Rs. 675 on 31st Jul 2014 by providing more than 800% return in 2 years.

Please find the link below for the same.

http://www.manojstockcalls.com/2012/04/atul-auto-ltd-safe-bet-for-3-5-times.html 



http://www.manojstockcalls.com/2014/06/atul-auto-5-times-return-in-2-years.html - 9th June 2014

Atul Auto Ltd is still is good bet for next 3- 5 years for multifold returns. Atul Auto is a sure shot multibagger stock in Auto Industry. Atul Auto is a almost a debt free company and looking for 1000 crore revenue in next 3 years ie. 2.5 times more revenue from current one ie 430 Crore. As revenue will increase probitability will also increase in next 3-5 years.

Go for Atul Auto for safe and multifold returns.

Lanco Industries - A Turnaround Story & Future Multibagger






Lanco Industries Limited (LIL) was incorporated on November 1, 1991 by Lanco Group of Companies to manufacture Pig Iron using Korf (German) technology and Cement. The unit is located at Rachagunneri Village on Tirupathi - Srikalahasthi road which is about 30 kms. from Tirupathi and 10 kms. from Srikalahasthi. The installed capacity of Pig Iron was 90,000 TPA and with similar capacity 90,000 TPA for cement. The operation of the cement unit of the Company was suspended for various reasons and the unit was reengineered for producing a different product mix having potential in south India.


As a measure of forward integration project for adding value to the Pig Iron manufactured by the Company, LIL floated another company named Lanco Kalahasthi Castings Limited (LKCL) on March 4, 1997 to manufacture iron castings and spun pipes in the same campus of the Company with an annual capacity of 40,000 TPA and 35,700 TPA respectively. Accordingly, LIL had an arrangement with LKCL for supply of molten iron and Pig Iron to LKCL, being a value added product, as such iron pipes manufactured by LKCL offered better returns.

At a time when the Company was exploring financial and technical strategic alliance with Indian / Foreign Partner, Electrosteel Castings Limited was also looking for additional capacities for producing spun pipes. Considering the synergies involved, Lanco Industries Limited entered into a strategic alliance partnership during December 2002, with Electrosteel Castings Limited (ECL), Kolkata a leading manufacturer of CI, Pipes and DI pipes. This was win-win situation for both LIL and ECL. After takeover, a financial re-engineering and re-structuring of LIL was undertaken by ECL.



Immediately after take over an amount of Rs.2200 lakhs was infused as share capital of the Company by M/s.ECL to strengthen the equity base of the company.


During 2002, the capacity of Pig Iron was increased from 90,000 TPA to 150,000 TPA.



With effect from 1 st April, 2003 LKCL was merged with the company to take advantage of the close synergy in the business of the two companies, since a large part of Molten Iron / Pig Iron is consumed by LKCL for manufacture of DI Pipes.



After the merger, the share capital of LIL, the paid up share value of Rs.10/- was reduced to Rs.2.50 per share and accordingly one share of Rs.10/- each fully paid up in LIL was issued to all the existing shareholders for every 4 shares held by them.


During 2003, the capacity of the DI pipes was increased to 90,000 TPA. 



During 2004, the company took the step of backward integration by setting up 150,000 TPA coke oven plant in the same complex, which was commissioned in June 2005.



During 2005, the company started setting up of a Captive Power Plant of 12 MW by using the waste heat recovered from the coke oven plant which is expected to be commissioned by March 2006. 



An additional amount of Rs.25 crores is being spent on other capital works like revamping of bitumen coating machine, balancing equipment and facilities for production of higher diameter DI pipes etc. to increase the capacity of DI pipes from the present 90,000 TPA to 2,25,000 TPA in 2010. 

Further company is investing Rs.325 Crores to increase the capicity from 2.25 Lacs to 3.25 Lacs TPA in 2015 -2016 as told by company on 31st July 2014.


The company posted a net profit of Rs 12.84 crore in the quarter ended June 30, 2014 against a profit of Rs 3.5 crore in the previous corresponding period. Income from operations touched Rs 216.97 crore in April-June 2014 against and income of Rs 220.99 crore in April-June 2013.


The company posted a net profit of Rs 12.84 crore in the quarter ended June 30, 2014 against a profit of Rs 3.5 crore in the previous corresponding period. Income from operations touched Rs 216.97 crore in April-June 2014 against and income of Rs 220.99 crore in April-June 2013.

The above results shows company is slowly slowly moving towards stable growth with expansion and total turnaround has been made in terms of profitability by managing cost.

Buy Lanco Industries in the range of Rs.43 to Rs.49 for a target of Rs. 65 to Rs.80 in next 9 months to 1 year, Rs.200 to Rs.300 in 3- 4 years.

 
The company posted a net profit of Rs 12.84 crore in the quarter ended June 30, 2014 against a profit of Rs 3.5 crore in the previous corresponding period. Income from operations touched Rs 216.97 crore in April-June 2014 against and income of Rs 220.99 crore in April-June 2013.

The company posted a net profit of Rs 12.84 crore in the quarter ended June 30, 2014 against a profit of Rs 3.5 crore in the previous corresponding period. Income from operations touched Rs 216.97 crore in April-June 2014 against and income of Rs 220.99 crore in April-June 2013.

The company posted a net profit of Rs 12.84 crore in the quarter ended June 30, 2014 against a profit of Rs 3.5 crore in the previous corresponding period. Income from operations touched Rs 216.97 crore in April-June 2014 against and income of Rs 220.99 crore in April-June 2013