Granules India Ltd

I think the more imp thing for this company would be to assess how much would be the margin improvement with 40% kind of growth they are talking, that could significantly push the bottomline. One good article i found on Granules journey!!!

http://www.expresspharmaonline.com/sections/management/996-granules-india-on-the-growth-path

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Promoters seems to be in a buying spree. This is a big confidence booster for granules.

http://www.bseindia.com/Insidetrade_ScripWise.asp?scripcd=532482

Name of Acquirer / Seller Transaction Date Buy /Sale Mode of Buy /Sale No.of Shares Transacted Holding after Transaction
Qty % Qty %
Harsha Chigurupati 30/08/2012 - 04/09/2012 B Market 12000
260966 1.30 D (4)
Harsha Chigurupati 30/08/2012 - 04/09/2012 B Market 12000
260966 1.30 D
Ramanavarapu Vidya 31/07/2012 - 09/08/2012 B Market 6500
35000 0.17 D (4)
Ramanavarapu Vidya 31/07/2012 - 09/08/2012 B Market 6500
35000 0.17 D
Vijay Ramanavarapu 27/07/2012 - 03/08/2012 B Market 14061
102610 0.51 D
Vijay Ramanavarapu 27/07/2012 - 03/08/2012 B Market 14061
102610 0.51 D (4)
C Nageswara Rao 16/07/2012 B Market 500
72100 0.36 D
C Nageswara Rao 16/07/2012 B Market 500
72100 0.36 D (4)
C Nageswara Rao 04/07/2012 B Market 500
72600 0.36 D (4)
C Nageswara Rao 04/07/2012 B Market 500
72600 0.36 D

Mandatory disclosure:-

I am bullish on Granule. Granules has around 11% of portfolio (post portfolio re-balancing that I did yesterday, before which it was at around 14-15%).

Granules India Awarded Outstanding Exports - Formulations Award 2011-12 by Pharmexcil|9/28/2012 6:25:42 PM

http://www.bseindia.com/xml-data/corpfiling/AttachHis/Granules_India_Ltd_280912.pdf

Huge cache of share get released from pledging. Awesome news.

http://www.bseindia.com/xml-data/corpfiling/AttachHis/Granules_India_Ltd_091012_SAST.pdf

Mr Basava Sankararao Kolli - Former Executive Vice - President of Dr.Reddys Lab acquired 1.62 % stake (326144 shares)in Granules India.He is a veteran in pharma field and currently working as an advisor to Dr Reddys Lab.

Hi Subhash,

Where did you get this news from as i am unable to find his name in granules holdings.

I couldnā€™t find the original source, as granules site is down today. This has been mentioned at

http://value-picks.blogspot.in/2012/10/granules-india-update.html

Check the BSE site, it is mentioned there under shareHolding Pattern.

Good results from Granules : Promoter increasing % shareholding, decreasing pledged share are another 2 good sign.


Sep'12 Sep'11 YTD-Sep'12 YTD-Sep'11
Sale 175.5 189.3 364.8 280.2
PBT 11.25 8.33 19.59 8.38
NP 8.07 6.27 14.34 5.58
EPS 4.03 3.13 7.15 2.79










Promoter-Holding 30.3 22.4
15.09
Promoter-Pledged 31.9 49.4
62.9

My bad. Sepā€™11 is actually Junā€™12 in my previous comment.

Granules-Omnichemā€™s Vizag plant to be ready by Q2 of 2013

MD commentā€™s on recent result

Any particular reason for granules crash today?? Or just correction !!!

Hi Hitesh,

Can you please do a quick Technical Check on thisā€¦ to me it seems that this can fall upto 152-155rs where it may consolidateā€¦

Heard from moneycontrol message board, Hem security has recommended as their multibagger stock. Expecting a small term firework here.

If anyone has the report please share it here, or mail it me at subash__dot__nayak__at__gmail__dot__com

The most important thing to note in case of Hyuderabad based co is to note whis theri auditor n whats his track record,how is the promoter reputation?

If its a local auditor with suspect background better to stay away.learnt the hard way post Tanla,Mic,Ramky,

Good news.

Promoter increased their shareholding to 44.48% (from 43.7% of last qtr)

Promoter released 14L share from pledging (Promote share pledge will reduce to 32% from 50% last quarter)

I have sent you the report. Its a little old report.

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Hi.

You are correct. Please se the case of GVK, GMR and some other infra structure companies. Only promoters make money at investors cost.

After reaching a high of 230 in September,2012 the stock has seen a correction. After reaching 160, the stock has begun its journey once again. The next resistance is 175-80 and thereafter 190 and 200. If the stock takes out these resistances, it will once again reach 230.

Here is the Point and Figure chart.