First of all KCP Sugar is different company.
KCP Ltd has a Sugar company as its subsidary in Vietnam and they report the numbers only once in a year.
Cement Sales was good last year had reported sales of 850cr against 770cr thats a 10% growth.
Profits was 113cr against 110cr. Realization per bag was good during the year too. So cement business is doing good, and 70%plus revenue in cement was contributed by AP & Telangana, the building of new city Amaravathi will really benefit KCP Ltd.
Sugar as I said didnt perform well it reported numbers 410 cr against 460cr and profit also was at 66cr against 78 cr .The performance was subdued because cane availability was lower.
Engineering segment reported higher revenues 30cr against 13cr and Loss was reduced to 2cr from 6 cr
Hotel revebue was at 4cr and loss at 2.5cr
As you can see from the revenue stream its the Cement and sugar thats contributing to the sales figures and Hotel and engineering is very low compared to them. Growth will definitely be coming from cement and if i have not mistaken in an interview in cnbc they have informed that they wont be adding any other business again which dosent have an relation to the core business like they did in case of Hotel.
Management seems to be genuine and I wasnt able to find anything bad about them( I did google searches mainly)
I dont have any report to share on this, all these datas are from there AR
Now if you see value at Rs100/- you should start investing in it as your view is long term . and if the prices goes down and Investor should always be happy as it gives you more buying opportunities. We cant enter at the lowest point and cant exit at the highest point, so first build conviction on the idea and once its build then buy it and give it time to perform.