Dynemic Products Ltd

Dynemic Products Ltd. is an ISO 9001:2000 & HACCP Certified Company. We are one of the major manufacturer and exporter in India, offering complete range of Food Colors, Lake Colors, Blended Colors, FD&C Colors & Dye Intermediates.In 1990 a team of directors, with expertise in every aspect of business decided to commence manufacturing of Dye Intermediates. The company started manufacturing of 1 4 SPCP (1:4 Sulphophenyl-3-Carboxy-5- Pyrazolone) & other pyrazolone based Dye IntermediatesIn 1996, the time came to move one step ahead and the company decided to manufacture Synthetic Food Colors. A separate facility for the manufacturing of Food colors was set up, which marked the advent of our long journey to excellence.In the span of few years company achieved success in India and overseas market. And today, Dynemic stands among the major Food Colors manufacturers in India and one of the most reliable sources for entire range of Food Colors.All these goals of the company have translated into reality only because of the highly competent team of directors, headed by Mr. B.K.Patel, Managing Director of the company having expertise in Marketing, Mr. R.B.Patel, Mr. D.P.Patel & Mr. S.P.Patel, who form a technical team and look after the production & quality control.

PRODUCTS:

Food Colour

Lake Colour

Blended Colour

FD & C Colour

Salt Free Dyes

Dyes Intermediates

Application Of Food Colours

Primary food colors being easily soluble in water has wide application like in Foodstuff, Beverages, Animal feeds etc.

• Soft drinks & Beverages • Pickles, Sauces & Seasonings • Animal Feeds • Bath Soaps

• Cheese • Jams & Jellies • Dessert Edible Ices & Confectionery • Toothpaste

• Decoration & coatings • Shampoos • Pesticides • Baked Goods

• Alcoholic & Non-Alcoholic Drinks • Washing Powder • Tablets & capsules • Writing Inks

• Toiletry Products • Canned Products

COMPANY IS A CONTINUES DIVIDEND PAYER .AND MARKET CAP IS ONLY 37 CR AND LAST YEARS PROFIT IS 4.8CRAND THIS YEAR COMPANY IS GOING TO POST 7.5 CR FOR THE YEAR

Mangalore Chemicals & Fertilizers Ltd (BUY)

Mangalore Chemicals and Fertilizers Limited (MCF), with a turnover of over Rs.2,470 Crore (FY 2008-2009), is the only manufacturer of chemical fertilizers in the state of Karnataka. The factory is strategically located at Panambur, 9 km north of Mangalore City, on the banks of the Gurpur River, in front of the New Mangalore Port. The plant is well connected, both by rail and road. The West Coast National Highway (NH-l7) from Kochi to Mumbai separates MCF from the New Mangalore Port.

The Company is a part of the UB Group with Group shareholding of 30.44%. Dr. Vijay Mallya is Chairman of the Board of Directors. The operations are managed by a team of highly dedicated and experienced professionals.

The New Mangalore Port is an all-weather port capable of handling ships up to 30 feet draft. Naphtha, Fuel Oil, Ammonia and Phosphoric Acid - the main raw material are obtained through the port. The plant site is well linked, both by rail and road.

The Company has capacity to manufacture 2,17,800 MT Ammonia (intermediate product), 3,79,500 MT Urea, 2,55,500 MT Phosphatic Fertilizers (DAP & NP 20:20:00:13), 15,330 MT Ammonium Bi-Carbonate (ABC) and 33,000 MT Sulphuric Acid (SAP) annually. . The design and engineering of the Ammonia/Urea plants was done by Humphreys & Glasgow Limited, London, a leading international firm in the fertilizer field and their associates, Humphreys & Glasgow Consultants Pvt. Ltd., Bombay. (The firm is now merged with Jacobs Engineering, USA). The Phosphatic plant is designed and engineered by Toyo Engineering Corporation, Japan. PDIL and Furnace Fabrica the Indian firms were involved in the construction of ABC and SAP respectively.

The construction work started with the first pile driven on October 15, 1972 by the then Chief Minister, Shri D. Devaraj Urs.

The Ammonia/Urea plants were commissioned in March 15, 1976.

performance

Mangalore Chemicals & Fertilisers recorded an around 127 per cent increase in net profit to Rs 33.82 crore for the second quarter ended September 30 on higher sales.The company, which predominantly deals in the fertiliser segment, had recorded a Rs 14.9 crore net profit during the year-ago period.

Equity -118.55 cr.

last year profit-56.49 cr

for six months it has posted 46.36cr vs 22.39cr last year.company having debit only 98cr.

and paying last 5 years dividend .and market cap is only 475cr.

buy for long term investment at 40.rs it has a potential to mark three digit mark in a year time.

Sutlej Textiles and Industries Ltd BUY

Sutlej Textiles and Industries Ltd

Sutlej Textiles and Industries Limited (STIL) was incorporated in the year 2005. The company
is a part of K.K Birla Group having interest in diverse fields like Fertilizers, Engineering,Textiles, Sugar, Tea, Coffee, Food Products, Media, Information Technology, Biotechnologyand Shipping.

The company manufactures synthetic/blended/cotton yarns, fabrics, home textiles and
garments. STIL has an installed capacity of 2,53,000 spindles and 60 looms as of March 31,
2010. However STIL is predominantly a yarn manufacturer with sales of cotton yarn
contributing around 27% and that of synthetic yarn contributing around 67% to its total
revenue in FY10.

Key Highlights

Backward Integration: It has commercialized a 12-MW thermal power plant at Bhawanimandi unit. This investment will ensure a steady supply of quality power in thisenergy-intensive industry.

Increase in volumes on account of Expansion: STIL made an expansion of 31104spindles at Kathua unit to manufacture cotton melange and cotton blended dyed yarn. Thiswas completed and the commercial production commenced from May 1, 2009.

Future Outlook
BUY at Current market price of Rs 275, expecting 75 eps for full year . the stock is available at P/E of 3.51x of its FY11E earnings, HOLD for a month for a target price of Rs 350 .