Granules India Ltd

darshit · September 6, 2012, 3:40am

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

subashnayak_19_ · September 14, 2012, 5:42am

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
Name of Acquirer / Seller	Transaction Date	Buy /Sale	Mode of Buy /Sale	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

subashnayak_19_ · September 18, 2012, 5:34am

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%).

subashnayak_19_ · September 29, 2012, 8:10am

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

subashnayak_19_ · October 10, 2012, 4:30am

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

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

subashnayak_19_ · October 11, 2012, 7:06am

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.

darshit · October 12, 2012, 3:11am

Hi Subhash,

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

subashnayak_19_ · October 12, 2012, 5:28am

I couldn’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

hemantbhatia · October 12, 2012, 5:57am

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

subashnayak_19_ · October 25, 2012, 9:43am

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

subashnayak_19_ · October 25, 2012, 9:44am

My bad. Sep’11 is actually Jun’12 in my previous comment.

subashnayak_19_ · October 26, 2012, 5:22am

Granules-Omnichem’s Vizag plant to be ready by Q2 of 2013

MD comment’s on recent result

Stock_Hunter · October 30, 2012, 8:03am

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

prasadmaddali20 · October 31, 2012, 12:16am

Hi Hitesh,

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

subashnayak_19_ · November 1, 2012, 1:42pm

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

Vivek_6954 · November 1, 2012, 2:45pm

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,

subashnayak_19_ · November 6, 2012, 11:44am

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)

onlycastel · November 21, 2012, 1:24pm

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

megharatna · November 21, 2012, 4:30pm

Hi.

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

onlycastel · December 1, 2012, 9:51am

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.