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# VALUEPICKSTOCK
Thursday, 27 April 2017
T & I GLOBAL LIMITED (522294) - OWN THIS HIDDEN GEM
Today I am expressing my view on one Tea machine manufacturing company.
T & I GLOBAL LIMITED (522294)
T & I GLOBAL LIMITED (TIGL) is a leading manufacturer and exporter of Tea Processing Machinery with the expertise to supply Customised processing equipment for CTC, Orthodox & Green Tea. The company is a family-run business and was established in 1949 by the industrious Bagaria family hailing from Assam, India. Over the years, the group has launched many innovative products and value additions for the tea industry, as well as Customized Drying Solutions for the food and chemical industries. Today its reputation and goodwill has taken the company to all Tea producing countries around the world.
TIGL has two full fledged manufacturing facilities in India - at Kolkata the capital city of West Bengal, and at Coimbatore, the industrial city of Tamil Nadu. Sales and service are facilitated through domestic offices in Coimbatore, Kolkata, Coonor ( Nilgiris), Siliguri (North Bengal) and Tinsukia (Assam), and overseas offices in Colombo, Sri Lanka, Nairobi, Kenya, and Hanoi, Vietnam. A technical team of experienced engineers is deployed through these offices to ensure prompt deliveries and commissioning. In addition to these facilities, the company’s R & D unit and Pilot Laboratory at Coimbatore are consistently involved in product development and innovation.
Company supply complete processing lines for all types of tea including CTC, Orthodox, Green & White Tea.
Company specialize in customised equipment to suit the requirements of different types of tea in different countries. TIGL area of expertise is Drying equipment, and these can be made to suit various space & quantity requirements.
TIGL also provides Turnkey Solutions for tea manufacture, including:
- Design, planning & layout consultancy for new and existing factories
- Arrangement for steam, electrical, pneumatic, structural and civil works support through channel partners
- Upgradation of machinery, reconditioning & factory expansions
- MAJOR CLIENTS INCLUDES FOLLOWING
Company recently developed 1000 acres of Tea estate also producing Tea in the name of Mainak Tea.
Company shares are trading in BSE. Promoter holding in the company is 55 %
Company posted 60 Cr top line with over 7% operating margin & Net profit is 3.7 Cr in the Dec qtr.
Book value of the share is 55.
Stock is trading low PE of 8 against its peers, industry PE is 44.
Stock is trading at Rs 64.
As Tea industries are growing in these years will be a huge positive for the company as company manufactures the Tea manufacturing machinaries & Technical solutions. Company recently acquired Tea estate and producing Tea also will add a revenue in addition to their machinery business segment. This stock will give investors multiple folds of returns in coming days.
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, 26 April 2017
RAJ PACKAGING INDUSTRIES (530111) - PORTFOLIO BUILDER
Today I am expressing my view on one Packaging stock.
RAJ PACKAGING INDUSTRIES (530111)
Raj Packaging is pioneers in Multilayer Co-extruded Packaging film in southern India and is one of the largest suppliers of Multilayer films. Company is equipped with Three advanced film lines using sophisticated technology from PAUL KIEFEL, GERMANY, ensures consistently good quality film for wide variety of applications.
Raj Packaging has more than 18 years of experience and is able to provide wide variety of films for various specialized applications. Company is providing comprehensive solutions to meet the various packaging needs of the customers.
Raj Packaging has more than 18 years of experience and is able to provide wide variety of films for various specialized applications. Company is providing comprehensive solutions to meet the various packaging needs of the customers.
The company was incorporated in June, 1987 as Raj Packaging Industries Pvt. Ltd., and it was converted into Public Limited company in may 1992 and changed the name as Raj Packaging Industries Ltd. The company has commenced its commercial production in June 1989 by installing very sophisticated, imported co-extrusion machines from M/s Paul Kiefel, Gmbh of Germany. The Installed capacity was 600 MTs p.a and soon achieved this full capacity utilization. The company had gone for expansion and put up another plant in the year 1995. The company has added another co-extrusion machine in the year 2005. Today company’s having total capacity of 2400 Mts. P.a consisting of two three layer machines and one five layer machine.
Company is a leading manufacture of co extruded film for edible oil packaging. Film made on sophisticated plant & machinery with the use of new age advance raw material offers High seal strength, good Hot tack properties combined with excellent dart impact to with stand the rigors of transportation. That is why company is able to supply its film to almost all the oils packers in the state of AP.
The company is one of the first in manufacturing FIVE LAYER co-extruded barrier film with Nylon or EVOH as barrier material. The versatility of our Five Layer equipment enables us to make a barrier film with excellent range of properties suitable for a wide variety of applications. The diversity of our co-extrusion capabilities allows us to customize package where in we have a balanced property of Adhesion Vs Bonding / COF Vs seal strength and maintaining barrier property without loosing the basic properties at the same time.
Special features of 5 layer films.
| • Excellent Barrier Properties: This will help the packed product to have better shelf llfe, retains aroma and act as barrier to oxygen, dust, moisture, etc • Superb Sealing: Thereby elimates the leakages and machine losses • Tougher and Puncture Resistance Film: Nylon imparts better impact and drop resistance which helps in safer and longer shipments • Better Machinability: It is a versatile film and can run on any type of FFS and other machines • Attractive Printability: Film offers better printability • Economical: Cost wise and Weight wise. Main applications includes:
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Tuesday, 25 April 2017
REXNORD ELECTRONICS & CONTROLS LTD - TOWERING GROWTH
Today I am expressing my view on one Industrial machinery stock.
REXNORD ELECTRONICS & CONTROLS LTD.
Established in 1988, Rexnord Electronics and Controls Ltd. has evolved into one of the India’s premier manufacturer’s of high quality Compact Cooling Fans and Single Phase Shaded Pole Motors.
The firm’s success can be attributes to the continuous development and testing of products, investment not only in plant and machinery but also in employees at all levels and concentration on niche markets.
For over two decades Rexnord has worked in close contact with engineers from around the world, understanding their needs and designing equipments to satisfy all their requirements.
Rexnord have the latest techniques and machineries to meet high production standards combined with a team of highly qualified and experienced professionals who are constantly striving for high quality products and service.
Passionately involved in R&D, Rexnord aim at constantly improving our products by taking advantage of the latest development methods and state of the art technology.
Rexnord believe in high quality, cost effective and reliable cooling solutions designed for an extensive range of applications, including IT and Telecom, Ventilation, Refrigeration and Equipment Cooling which are renowned internationally.
Over the years the company has developed an enviable reputation for quality and reliability. This is due to the company philosophy that all products are tested during the manufacturing stage to ensure customer delight.
In order to keep pace with developments in air movement technology, all fan selections are designed using the latest CAD/Cam technology to produce high quality & precision engineering. This enables Rexnord to tailor specifications to suit your individual requirements and process projects quickly, efficiently and cost effectively every time.
Following are the major products.
Ac Axial Fan (Plastic Blade) :
These are also referred to as compact fans, equipment fans and electronic cooling fans. Small general purpose fans in industry standard frame housings.
EC Motor :
ECM Series motor, is next generation motor, built with electronically commutating technology. It is a high efficient energy – saving product. The efficiency rate is more than 60%, which is three times more efficient compared to a shaded pole motor.
Large Axial Fans :
The Large Axial Fans (External Rotor Motors) with features of Compact Structure, Stable Running, Low Noise, Big Air Flow, Convenient Installation, High Stability and Efficiency,
In addition to this company manufactures lot many fans exhaust fans,DC brushless fans etc.
Company shares are trading in BSE. Promoter holding in the company is 61%.
Company posted 12 Cr top line with over 12.5% operating margin & Net profit is 0.64 Cr in the Dec qtr.
Stock is trading low PE (23) as compared to its peers and industry PE (58).
Stock is trading at Rs 63.
Considering the company is invested lot in R& D and developed energy saving motor fans which is a major drive for growth of the company.
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”
Monday, 24 April 2017
INDO AMINES LTD (524648) - GROWTH PICK
Today I am expressing my view on one commodity chemical stock.
INDO AMINES LIMITED ( 524648 )
Indo Amines Limited, incorporated a public limited company in 1994, is a significant worldwide manufacturer, developer and supplier of Fine Chemicals, Speciality Chemicals, Performance Chemicals, Perfumery Chemicals and Active Pharmaceuticals Ingredients. The products manufactured find application in various industries like Pharmaceuticals, Agrochemicals, Fertilizers, Petrochemicals, Road Construction, Pesticides, Perfumery Chemicals, Dyes and Intermediates, etc.
The Company operates the unique processes, synthesis and chemicals reactions for manufacture of their various products developed in house by their Research and Development Department.
IAL is one of the largest manufacturing Company in south Asia in its kind.
IAL uses process innovations coupled with research and development skills to carve a niche for ourselves. This is largely driven by the intense competition among the local and international players.
IAL is one of the largest manufacturing Company in south Asia in its kind.
IAL uses process innovations coupled with research and development skills to carve a niche for ourselves. This is largely driven by the intense competition among the local and international players.
The Company Has Four manufacturing Sites : The sites are located at Baroda, Dombivli, Rabale and Dhule
Vision Mission & Values
Indo Amines Ltd's mission is to be best-in-class Chemical Company committed to excellence in Chemical manufacture which provides its customer with strong mix of technical competency and customer service. IAL aims to enrich the product lines by providing unique specialty chemicals of high quality to enhance production and give maximum cost benefit to Buyers.
IAL's vision is to be one of the Leading Indian Chemical Manufacturer taking India to the world.
Teamwork, quality, safety & responsibility are core values that are engrained in Indo Amines Culture. Accountability. Empowerment. Excellence & Creativity. we hold ourselves to high standards. And we use the same discipline to manage our individual performance as we do in managing our business and operating processes.
Company operates business mainly in 3 segments.
1.Fine chemicals - This segment mainly consists of different types of Amines, Esters,Aromatic nitriles etc.
2.Speciality chemicals - This segment covers the portfolio of Amides,Fatty acids etc.
3.Performance chemicals - This segment includes Anticacking chemicals,Defoamers, Emulsifiers etc.
Company shares are trading in BSE. Promoter holding in the company is 73.85%.
Company posted 64 Cr top line with over 10% operating margin & Net profit is 2.9Cr in the Dec qtr.
Stock is trading low PE (24) as compared to its peers and industry PE (39.5).
Stock is trading at Rs 94.
Considering above and business growth in chemicals and intermediate segment company is expected to perform better in near future.
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”
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