Sarda Energy & Minerals Ltd (BUY- 131.00)

Company Profile:
Sarda Energy & Minerals Ltd (Formerly Raipur Alloys & Steels Limited). is a major player in the field of manufacturing of Ferro Alloys, Steel billets & ingots and Sponge Iron backed with its own Power Plant and Coal, Iron ore and Manganese ore mines. This is a Public Limited Company which is listed in Bombay Stock Exchange. The Group had mainly two big companies viz. Raipur Alloys & Steel Ltd. and Chhattisgarh Electricity Co. Ltd. On 1st July 2007, CECL has merged with RASL, which has subsequently changed its name to 'Sarda Energy & Minerals Ltd.'. Our future projects are Integrated Steel Plant at Mandhar,Raipur, 1100 mega power project at Champa, Power Plant at Kollam,Raigarh and Coal Washery Plant at Karwahi,Raigarh(CG).Raipur Alloys & Steel Ltd. was incorporated in 1973. This is ISO 9001:2000 certified company. The Company was taken over by the present management in 1978-79 as a sick unit with a meager steel ingot making capacity of 18,000 MT per annum. The Company had continuously modernized & expanded its production facilities, bringing up the steel making capacity to 1,40,000 MT per annum. The Company went into backward integration in the year 1991 with installation of Sponge Iron Plant of 30,000 MT per annum capacity, which was further expanded in 1995 to 60,000 MT. Presently the plant produces 3,60,000 MT of sponge iron per annum with its Two 100 TPD Kiln and two 500 TPD Kiln. Chhattisgarh Electricity Co. Ltd.(CECL) commenced production in 2001. The company has an integrated state of the art Ferro Alloys plant with an installed capacity of 66,000 tonnes of Ferro alloys production annually backed with its own captive Thermal Power Plant of 50 MW. The company has five 9 MVA closed top submerged Arc Furnaces equipped with pan casting facility for slag and tramp free tapping, ensuring cleaner product.

 

 

 COMPANY POSTED GOOD RESULTS FOR LAST TWO QUARTERS SEE RESULTS

 

http://www.seml.co.in/Financials/Quartely%20Results/2012-13/results_1213q2.pdf 

 

 http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=1140

 

 

EXPECTING 35 EPS FOR FULL YEAR   BUY FOR A TARGET OF 200 IN NEXT 6 MONTHS STOCK HAS LOW DOWN SIDE RISK IN LAST 6 MONTHS STOCK LOW WAS 112.00RS HIGH 145.00 ONLY .BOOK VALUE AT 225.00RS

 

 

 

TCPL Packaging Ltd BUY AT 52.00

TCPL Packaging Ltd., (formerly known as Twenty-First Century Printers Ltd) was promoted by the Kanoria family, and began commercial production in April 1990. It is one of India's largest manufacturers of printed folding cartons, and one of the few listed packaging companies in India.

Today, TCPL Packaging Ltd. operates out of its six manufacturing units ; three in Silvassa, 180 kms from Mumbai in Western India ; two in Haridwar, 200 kms from Delhi in Northern India ; and one in Goa, 600 kms from Mumbai in Western India. All the plants are ISO 9001: 2008, ISO 22000 : 2005 certified and are also compliant with BRC/IoP Global Standard-Packaging Issue 3, which is suitable for direct food contact. In addition, plants at Silvassa and Haridwar are also FSC certified & SEDEX Compliant.

TCPL is one of the largest exporters of printed cartons from India. It regularly caters to consumers in countries like UK, The Netherlands, UAE, Bangladesh etc. Exports constitute about 17% of TCPL's annual revenues.

For the financial year ended 31st March 2012, TCPL's revenues were Rs.295.68 crores (US$ 59 million) registering a CAGR in excess of 20% over the past five years. TCPL is currently converting approx. 3500 tons of paperboard every month, making TCPL one of India’s largest converters of paperboard.

TCPL manufactures following range of products :
Printed blanks & outers, Folding cartons, Litho Lamination, Plastic cartons, Blister paper, Shelf ready packaging.
 LAST 6 YEARS POSTED CONSISTENT GROWTH OF 20-25% AND PAID CONTINUE DIVIDEND 20-15 %

http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=3&opt=P&cocode=1764 

LAST QUARTER IT HAS POSTED 100% PROFIT GROWTH AND 40% SALES GROWTH . EXPECTING BIG CHANGE IN THE COMPANY . ITS A JSW STEEL (SAJAN JINDALS)COMPANY 

BUY FOR A TARGET 75RS IN NEXT 3 MONTHS
 http://www.indiaprwire.com/downloads/document/201207/31315.pdf

Unichem Laboratories Ltd BUY CMP-175.00

Unichem Laboratories: On a healthy track

Besides branded formulations, which are at the core of it business, Unichem alsomanufactures active pharmaceutical ingredients (APIs or bulk actives) and has strongpresence in niche therapy areas of cardiology, neurology, and anti-infectives. Currently,the top 25 brands contribute approximately 67% of the company’s domestic revenue. Itsdomestic formulations’ portfolio revenue comprises 63% from chronic therapies and 37%from acute therapies. It entered into two new therapeutic segments, i.e., hospitalproducts and gynecology in the financial ended March 2012 (FY 2012).

Unitech launched 12 new products in various therapeutic segments like cardiology andneurology in the last financial year. Cardiology continues to be the dominant segment.Approximately 75% of its revenue comes from cardiology, anti-infectives, and neurologytherapeutic formulations. The top 10 brands of the company are Ampoxin, Losar, Losar H,Linox, Serta, Telsar, TG-Tor, Trika, Unienzyme and Vizylac.

  Unichem’s twin focus in the API business is contract development and manufacturingat a reasonable margin and backward integration with its formulation business throughcost-effective processes. There are strategies in place to expand customer base in newgeographies, which should drive growth in the coming years.

  Backed by a highly capable and motivated team of nearly 3,000 people, Unichem isheadquartered in Mumbai, India, and has six drug manufacturing locations across thecountry. In keeping with its commitment to benchmark quality standards, several of thecompany’s facilities have been accredited by international regulators such as the USFDA, ISO, UK MHRA, MCC (South Africa), WHO (Geneva), and TGA (Australia).

  Unichem has presence in over 20 countries across five continents. It has fourwholly-owned subsidiaries in UK, USA, Brazil, and South Africa. Apart from this, thecompany has a network of distribution and marketing alliances in the, Nepal, South-EastAsian region, Europe and Latin America.

  Unichem has expanded its R&D facility in Mumbai to spearhead research in novel drugdelivery systems (NDDS) and chemically synthesize non-infringing routes for themanufacture of medical products directed at regulated markets. In its effort to driveinnovation, the company has established a proprietary pharma technology development centrein Goa to focus on the development of generic formulations comprising immediate release aswell as NDDS and abbreviated new drug applications (Andas) exclusively for the US market.The facility has also been equipped to handle the development of formulation for newchemical entities (NCEs). Further, it has also established Biotech facility in Goa toinvent, design, develop and commercialize biotech and biosimilar products.

  To expand its global footprint, Unichem has actively undertaken efforts to developstrategic alliances and partnerships with companies where there is a clear synergy. Thecompany works with multinational pharmaceutical research organisations to developformulations. It is also in collaboration with generic companies to fulfill their APIneeds and develop formulations for them to be supplied in regulated markets. There areseveral development programs running to supply cost-effective advance intermediatesrequired for NCEs. Several dossiers have been filed on behalf of multinational genericcompanies. Unichem has also obtained approvals and supplied formulated products from theirmanufacturing plants for regulated markets.

  Unichem’s sales jumped 40% to Rs 264.86 crore and the operating profit marginimproved 380 basis points to 18.0% from 14.3%, taking OP up 78% to Rs 47.802 crore and PAT112% to Rs 33.14 crore in the quarter ended June 2012. Domestic branded formulationsrevenue grew 21.0% to Rs 168.49 crore compared with the corresponding quarter of theprevious year an51.4% on a sequential quarter. The increase was largely driven by thechronic segment, cardiac and neurology, which brought in around 65% of revenue.

  The international formulation business income spurted 162.4% to Rs 65.62 crore over ayear ago, led by commercialisation of the Ghaziabad (Uttar Pradesh) plant in the thirdquarter of the fiscal ended March 2012 (FY 2012) and favourable currency movements and by20.7% over the quarter.

  The domestic API business jumped 74.2% to Rs 7.63 crore in the June 2012 quartercompared with the corresponding quarter of the previous year and 33.3% over the March 2012quarter. The international API sales expanded 19.5% to Rs 21.57 crore over the yearcompared with a corresponding quarter of the previous year and 13.3% over the quarter.

  We expect Unichem to register sales of Rs 1032.91 crore and net profit of Rs 132.7crore in FY 2013. EPS works out to Rs 14.7. The share price trades at Rs 175. P/E worksout to 12.2
 

 Table


 

Unichem Lab: Standalone financials
	1003(12)	1103(12)	1203(12)	1303(12P)
Sales	690.6	764.74	803.19	1032.91
OPM (%)	26	21.1	15.9	18.8
OP	179.77	161.18	127.47	193.73
Other inc.	6.58	7.96	9.39	17.83
PBIDT	186.35	169.14	136.86	211.56
Interest	0.51	1.95	3.3	4.81
PBDT	185.84	167.2	133.56	206.75
Dep.	21.47	27.22	28.29	35.21
PBT	164.37	139.98	105.27	171.54
Tax	30.43	31.48	22.81	38.84
PAT	133.94	108.5	82.46	132.7
EPS (Rs)*	14.8	12	9.1	14.7
*Annualised on equity of Rs 18.07 crore: Face value of Rs 2 each. (P): Projections. Figures in crore.
Source Capitaline Databases

Weizmann Forex Ltd (BUY- CMP-80.00)

Weizmann Forex Ltd. is a part of the Rs. 35 billion Weizmann Group that has diverse interests in Textile Manufacturing, Exports, Hydro and Wind Power generation, Foreign Exchange transactions, Inward Money Transfer and other financial services.

Weizmann Forex Ltd. with a modest beginning of four branches in 1993, has grown multifold to become a leading player in the foreign exchange and remittance market with a network of 500 plus locations spread all over India. On the basis of its track record on compliance and size, Weizmann Forex has been upgraded to the status of Authorized Dealer Category-II by RBI, permitting it to undertake a large number of activities for the benefit of its customers.

Our staff is professionally committed to offer you the most competitive exchange rate accompanied with fast, friendly and efficient service. We deal in Foreign Currency Cash, Foreign Currency - Demand Draft (DD) and Telegraphic Transfer (TT), Prepaid Travel Cards, Traveller's Cheque, Travel Insurance, General Insurance, Tours and Travel – International and Domestic Air Tickets, Mobile and DTH recharge and Inbound Money Transfer - "Western Union Money Transfer", thereby offering you an entire basket of products and services under one umbrella. You have the convenience to order your foreign exchange requirements online by clicking on the "ORDER FOREX ONLINE" link below and we will be pleased to assist you at the fastest 'Turn around Time'. Make Weizmann Forex the first choice for your forex needs and other financial product requirements. 

http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=41315

 BUY ON EVERY DIP  ITS GENERATING GOOD CASH FLOW YEAR ON YEAR AND PAYING 20% DIV. EXPECTING 30% THIS YEAR. BUY THE STOCK ON EVERY DIP IT'S TRADING ON BOTH EXCHANGES .

coal india

http://www.2shared.com/document/LLHfj78X/coalindia.html


A SPECIAL REPORT


SOURCE: EQUITYMASTER

Gujarat Automotive Gears Ltd cmp (926.50)

expecting 150 eps for full year see this quarter results . expecting price target 1300 shortly

http://www.bseindia.com/xml-data/corpfiling/AttachLive/Gujarat_Automotive_Gears_Ltd_041012_Rst.pdf

BEST BUY'S FOR 2ND QUARTER RESULTS

   1.National Peroxide Ltd   C.M.P     510.00

 http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=409
  
2.Mastek Ltd                C.M.P      140.00
  
http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=2732


  3. Mindtree Ltd             C.M.P      660.00


http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=20581 

  4.Parekh Aluminex Ltd   C .M.P     348.00
  http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=7902


5. Aegis Logistics Ltd      C.M.P    154.00

http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=8&cocode=9

LAST QUARTER THESE STOCKS REPORTED GOOD RESULTS . EXPECTING THIS QUARTER RESULTS TO BE GOOD. SO BUY FOR A MONTH . EXIT AFTER RESULTS. IF U WANT.