Saturday 24 February 2018

SAMRAT PHARMACHEM LTD (530125) - STOCK OF THE WEEK

Dear Investor friends, Today I am expressing my opinion on  Chemical company.



SAMRAT PHARMACHEM LTD (530125)

Samrat Pharmachem Limited is an ISO 9000 Gujrat based company incorporated in1992.Its promoter is having vast experience in Pharmachem business. The Company is currently manufacturing Iodine salts & Bromine salts. The finished products produced by the Company are used in various industries like Pharmaceuticals, Chemicals, Food, Fertilizer, Salt etc.
Company became public in 1995, immediately after company has acquired more land adjacent to the original factory premises to cater the production demand. In 2006 Company has expanded its business by constructing the new manufacturing facility and in 2011 company has made its corporate office in Mumbai.  








PRODUCTS
The company has state of the art plant at Ankleshwar. The products of the Company are well received in Indian & Foreign markets. As mentioned earlier company produces products of Iodine derivatives which is having a huge demand in Pharma and Chemical sector.The Company's products include Calcium iodate monohydrate, Copper iodide, Hydriodic acid 47%, Iodine, Iodine monochloride, Iodoethane (Ethyl iodide), Potassium bromide, Potassium iodate, Potassium iodide, Potassium metaperiodate, Sodium iodide, Sodium iodate, Sodium metaperiodate, Hydriodic acid 57% and Trimethyl sulfoxoniumiodide.

 Following are the main products of the company.




Its plant and machinery includes centrifuges, tray driers, stirrers, vacuum pumps, chilling plant, shifter, electrolytic cells, electric lift, sewing machine, filtration unit, rectifiers, electrolytic cells and boilers.
Company is having its own Effluent treatment plant for the effluent treatment generated from the plant. It is having modern facilities to cater the stringent pollution norms.


PLEASE NOTE: THIS IS NOT A RESEARCH REPORT AND NOT ANY RECOMMENDATION REPORT.



Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 48.32 % as on Dec qtr.

Company posted 25.08 Cr top line in Dec Qtr.

Net profit is 1.41 Cr bottom-line in Dec Qtr.

Operating Profits were improved from last Qtr.

Debt to equity ratio: 0.45

Stock is trading at Rs 149


Company is mainly engaged in the business manufacturing of Iodine and Bromine derivatives, which is having huge demand in pharma, chemical and food and fertiliser sectors. These products are falling in both consumption and chemical theme domain is having a huge growth potential in the future.
By considering above, and performance of the company over QOQ investors will get handsome returns in a days to come.


NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Saturday 17 February 2018

SIMMONDS MARSHALL LTD (507998) - STOCK OF THE WEEK

Dear Investor friends, Today I am expressing my view on one Auto ancillary stock.

SIMMONDS MARSHALL LTD (507998)

Simmonds Marshall Limited is an India-based company. The Company is engaged in the business of manufacturing of nyloc self locking nuts (industrial fasteners). Its products include cleveloc self-locking nut, nyloc self-locking nut, u-nuts and wheel nuts, cap nuts, castle nuts, hose fitting nuts, flange nuts, cage nuts and weld nuts.
Simmonds Marshall Limited was incorporated in 1960 as a Private Limited Company in technical and financial collaboration with Firth Cleveland Fastenings Ltd., U.K. holding 51% of the equity of the company. In 1986, the company went public.


The Company caters to the automotive and industrial sectors and supplies to all the automobile manufacturers in India, as well as original equipment (OE) suppliers. The Company offers products to General Motors, Fiat, Honda, Caterpillar, Suzuki, Dana and New Holland.
PRODUCTS

Company products mainly fall under nuts and fasteners category. Over a vast experience in this field company manufactures following products.
1.    Cleveloc & All Metal Self Locking Nuts
2.    Nylon Insert Self Locking Nuts
3.    U-Nuts
4.    Wheel Nuts
5.    Dome Cap Nuts
6.    Castle & Slotted Nuts
7.    Hose Pipe Fitting Nuts
8.    Flange Nuts
9.    Cage Nuts
10. Weld Nuts
11.  Bolts & Studs


Most of the products are used in Automobile industries. These nuts incorporate a special moulded Nylon Insert, the internal diameter of which is smaller by a predetermined degree than the bolt thread.
The Nyloc nut is locked and made completely vibration proof by two independent forces:
The close contact and friction set up and maintained between the entire length of the working face of the threads, due to the encircling “Wedge” effect of the Nylon insert.
The Nylon insert being highly compressed “grips” the bolt threads with a sustained and considerable inward pressure.

CUSTOMERS
Company has a strong customer base from reputed automobile industries. Following are the few major customers of the company.


PLEASE NOTE: THIS IS NOT A REASERCH REPORT AND NOT ANY RECOMMENDATION REPORT.

Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 56.67 % as on Dec qtr.

Company posted 46.17 Cr top line in Dec Qtr.

Net profit is 2.87 Cr bottom-line in Dec Qtr.
Operating margins were improved.

Regular dividend paying company.
Debt to equity ratio: 0.60

Stock is trading at Rs 110


Company is mainly engaged in the business auto ancillary products to major Automobile industries. As this sector is evergreen and considering the high demand for this sector in future is a huge positive for the company.
By considering above, and performance of the company over QOQ in both topline & bottom lines have shown significant growth. Company is growing constantly over the years.



NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Wednesday 14 February 2018

RESULT UPDATE......

Today, Interstate Oil Carrier Ltd has announced its Qtrly result.

VERY GOOD SET OF NUMBERS....:)

Click here for Results


#VALUEPICKSTOCK

Saturday 10 February 2018

INTER STATE OIL CARRIER LTD (530259) - STOCK OF THE WEEK

Dear Investor friends, Today I am expressing my view on one surface transportation company.


INTER STATE OIL CARRIER LTD (530259)

Interstate Oil Carriers founded in 1971, and over the years company has grown steadily and crossed different important milestones acquiring and developing apt infrastructure and resources on PAN India basis across the supply chain corridor where it operates, to meet the new and dynamic challenges.



Transportation is a direct function to GDP growth of a country and therefore is going to play a very important role in this huge growth movement.  As an integral part of that movement company believe that efficient and innovative transportation is the need of the hour and are inclined and dedicated towards providing optimum transport solutions in line with the same.

Today Company work closely customers, trying and understanding their logistic needs, and define and develop the optimum logistics solutions from them to their satisfaction. Company believe that sustainability and transparency in operations along with regular and real time information flow to customers not only keeps all resources at disposal on the toes but also helps deliver goods in time and ensures that it builds up the confidence and reliability in the mind of the customer. 

Company has strong customer base today, for striving their liquid carrier needs, bulk liquid logistics partners to an array of Multi National and National level Customers of repute, belonging to a diverse base of Customer markets sectors not only in India but also across international borders.

Following are the few reputed customers of the company & sectors which they work on..

B2B CUSTOMER SECTORS :
·         Paints, Coatings & Ink
·         Personal Care, Detergent and Toiletries
·         Foods & Oils
·         Construction Chemicals
·         Pharma
·         Electronics & White goods
·         Ply wood




NOTE: THIS IS NOT A RESEARCH REPORT NOR A BUY/SELL RECOMMENDATION.


Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 35.4 % as on sept qtr.

Company posted 6.5 Cr top line in sept Qtr.

Net profit is 0.37 Cr bottom-line in sept Qtr.

Operating margins were improved
Debt to equity: 0.40
Book value: Rs 29.7


Stock is trading at Rs 20.8
PE is low as compared peers as well as industry.

Company is mainly engaged in the business of surface transportation in bulk liquid carrier segment. As the company serves for all types of industrial logistic needs and the domain is expanding and growing very fast will be a huge positive for the company.

By considering above, and performance of the company over QOQ in both topline & bottom lines have shown significant growth. Company is growing constantly over the years.


NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”