| Author | Message | ||
Mahesh_fan Hero Username: Mahesh_fan Post Number: 19219 Registered: 09-2010 Posted From: 167.219.88.140 Rating: N/A |
ithay next kitex add cheyali anukunta... PK start your Fight for AP... 1 Year rest tesukunavu inka chalu ... | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3883 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
TVS Srichakra TVS Srichakra is a well-known maker of tyres for two-wheelers, three-wheelers and off-road vehicles. It plans to launch radial tyres for two-wheelers in a couple of months. Its domestic clients include Atul Auto, Bajaj Auto, Hero MotoCorp, Honda Motors Cycles, Scooters India and TVS Motor Company. It exports its products to the Australia, Europe, Africa, South America and United States. It recently entered into 15 new export markets and now exports to over 80 countries. Exports constitute about 13% of its turnover. TVS Srichakra enjoys the highest market share amongst two-wheeler manufacturers in India. It is projecting a 15% expansion this fiscal and similar growth next year, as it expects two-wheeler sales to rise. Over the past three quarters ended December 2014, it averaged a 17% growth in revenues. Operating profit growth averaged around 70% over this period. TVS Srichakra has maintained an operating profit margin of 9%-10%. The more positive part of the stock is its valuation. While it enjoys a RoCE of 30%, its market-cap to operating profit is around 8. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3882 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
Ratnamani Metals & Tubes Ratnamani Metals & Tubes is a niche player in the domestic industrial steel pipes. It has a range of products in stainless steel and carbon steel pipes & tubes used in sectors such as oil refinery, thermal & nuclear power, fertilisers, chemicals, pipeline projects, etc. It has a 35%-40% domestic market share in high-end stainless steel pipes. Overseas markets constitute 29% of Ratnamani’s business. It has a presence in over 20 countries, including Japan, South Korea, Middle East, Europe, North America and South America. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3881 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
Marksans Pharma Marksans Pharma, which was a wholly-owned subsidiary of Glenmark Pharmaceuticals, manufacturers generic pharmaceutical products, such as soft gelatine capsules & tablets across regulated markets, in niche segments. It supplies its products to 25+ countries globally; UK, followed by US, are its largest markets. Its export business contributes to more than 99% of revenues with a focus on regulated markets. Marksans’s manufacturing facilities are based in Goa and Southport (UK). These are audited by some of the most demanding global regulatory agencies in the US, UK and Australia. The business is driven through three subsidiaries—Nova Pharmaceuticals (Australia), Bell’s & Sons (UK) and Relonchem Ltd (UK). | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3880 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
MM Forgings MM Forgings manufactures steel forgings in raw, semi-machined and fully-machined stages in various grades of carbon, alloy, micro-alloy and stainless steels in the weight range of 0.20kg to 60kg. Companies that are connected to the heart of the manufacturing process—from ball bearings to machine tools to forgings—are not exactly having a great time because manufacturing growth is showing no signs of revival. How is MM Forgings doing well? It caters mainly to the global market with a focus on commercial vehicles industry of the US and UK. It earns approximately 75% of its revenues from exports to these countries. In 2007, it generated nearly 62% of its revenues from exports; in 2013-14, exports reached nearly 74%, helping it negate the effect of a slow domestic commercial vehicles market. Exports sales of MM Forgings gained nearly 2.25 times in five years, to Rs253 crore in FY12-13, from Rs112 crore in FY07-08. Over the past three quarters ended December 2014, it averaged a revenue growth of around 24% year-on-year. Operating profits grew at an average 48% over this period while the auto-components manufacturer maintained a steady operating profit margin of 21% over this period. Its RoCE is 20% and, given that, its market valuation is slightly expensive—market-cap to operating profit is at 7.84. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3879 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
4. Kitex Garments Kitex Garments is the second largest producer of children’s apparel in the world. It has been exporting from India and is now setting up operations in the US. Its dominance in the highly specialised infant-wear market comes with an edge—it is a segment where competitors have found the going tough due to stringent safety norms. Kitex derives around 80% of its garment revenues from exports, of which 90% are to the US and 10% to Europe. It has five large clients—Gerber, Toys R Us, Jockey, Mothercare and Carters—and has added two more large clients recently, viz., Children’s Place and Kohl’s. The largest manufacturer of infant-wear globally is China’s Wingloo which has a capacity of 750,000 pieces per day against Kitex’s capacity of 550,000 pieces per day, according to Motilal Oswal Research. Kitex plans to be the No.1 player in infant-wear market in the next few years. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3878 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
3. Granules India Granules India is one of the few companies to offer its clients all three components of the pharmaceutical manufacturing value chain starting with active pharmaceutical ingredients (APIs), pharmaceutical formulation intermediates (PFIs) and finished dosages (FDs). Regulated markets, such as North America and Europe, account for approximately 65% of its revenues, while the rest comes from quality-conscious customers in Latin America and the rest of the world. It is among the global leaders in manufacturing paracetamol, ibuprofen, metformin, guaifenesin and methocarbamol. According to the figures for December 2014 quarter, 42% of the company’s standalone sales came from FDs while 25% was contributed by PFI and 33% by APIs. It has a 30% market share among regulated market suppliers of paracetamol. Granules Biocause, a subsidiary, has a 16% market share of ibuprofen suppliers. Granules India delivered a robust revenue growth of 26% compounded annually and profit after tax of 63% compounded annually over the five-year period ended FY13-14. Over the past four quarters, it has averaged a revenue growth of 16% and operating profit growth of 38%, maintaining an operating profit margin between 18%-20%. Its RoCE, at 25%, is not among the top league of companies in terms of returns; so its valuation (market cap/operating profits) is lower at 8.42. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3877 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
Century Plyboards Century Plyboards is the largest producer of laminates in India and accounts for 7.5% share of the national plywood market. Year-on-year volume growth in plywood production was nearly 10%; it was about 19% in laminates, for the quarter ended December 2014. Almost 23% of the company’s revenue is from exports. Century Plyboards is looking to diversify into modular furniture and kitchen furnishings. It has six strategic manufacturing facilities across India to meet the steady growth in real estate and construction which will drive its growth for years to come. | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3876 Registered: 12-2010 Posted From: 49.207.147.216 Rating: N/A |
sorry thread induloki moved ani teliyaledu 1. Bajaj Corporation This is a consumer company with well-known brands such as Bajaj Almond Drops Hair Oil, Bajaj Nomarks, etc. Bajaj also exports to countries across Asia and Africa and the US. Bajaj Almond Drop Hair Oil is the second largest brand in the overall hair oil category. Around 38% of the sales of Bajaj Almond Drops Hair Oil come from the rural areas. According to Nielson, the Almond Drop Hair Oil market has grown 21% annually from FY06-07 to FY14-15. The brand had a market share of 58.9% in 2014-15. Raw material consumption is about 38% of sales for the brand. As per Nielsen’s November 2014 figures, Bajaj Nomarks cream has become the largest selling anti-blemish cream in the country, once again, after more than two years. On the other hand, Bajaj Nomarks face-wash is now the third largest anti-blemish face-wash in the country. Over the past four quarters ended March 2015, Bajaj Corporation averaged a revenue growth of 22% and an operating profit growth of 25%. Operating profit margin remained above 20% in each of the four quarters. The stock is expensive at a market-cap/ operating profit of 34 but it’s one of the few companies with a return on capital employed (RoCE) above 30%. | ||
Jalsa Legend Username: Jalsa Post Number: 31411 Registered: 02-2008 Posted From: 159.53.110.142 Rating: N/A |
bump for awara thatha goru Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Ustad Megastar Username: Ustad Post Number: 24455 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
 Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31376 Registered: 02-2008 Posted From: 159.53.78.143 Rating: N/A |
Premium subscribers only anta mastaru. content ettandi Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 3819 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
http://www.moneylife.in/article/9-safe-stocks-in-a-falling-m arket/41695.html |