Gujarat Ambuja Exports Limited is engaged in manufacturing and exports of agro based products. The Companyâs product profile includes solvent extraction comprising of oil seed processing, edible oil refining, cotton yarn spinning, maize based starch and its derivatives, wheat processing, cattle feed and power generation through wind mills, bio gas and thermal power plants. The Companyâs segment includes Agro Processing, Cotton Yarn, Maize processing and Windmills Power generation. The Company has also investment in power generation through windmills and non conventional source of energy (Biomass). The Company is a cotton yarn manufacturers in India producing cotton yarn in the counts Ne 16 to Ne 40, both single and double. The Companyâs manufacturing plants located in states of Gujarat, Maharashtra, Madhya Pradesh, Uttarakhand and Karnataka.
Promoters have increased their stake to 71%.
Revenue from exports is around 25%.
Corn processing segment is major revenue source for company.
Consumer products - Ambuja Gold Chakki Fresh Atta, Ambuja Gold Refined Soyabean oil, Ambuja Vanaspati Ghee
MCap - 658Cr
CMP - 47.55
P/E - 5.89
Book Value 55.37
ROCE - 22.99
Debt to Equity - 0.28
|Profit Before Tax
3 years compounded sales gorwth - 28%
Vijay Gupta - Executive Non-Independent Chairman of the Board, Managing Director, 40 years of managerial experience
Mohit Gupta - Joint Managing Director, Executive Non-Independent Director, entrepreneur with Diploma in International Business Management and Human Resource Management, Family Business Management from S.P. Jain Institute of Management and Research and Diploma in Computer Information System from University of South Alabama, U.S.A.
Manish Gupta - Managing Director, Executive Director, managerial experience of 21 years.
Low operating margin. This is across almost for all companies in sector.
Dependency on weather.
In past the company had labor problems for cotton yarn unit. Those issues are resolved was mentioned by management later.
No mutual fund holding. HSBC exited in Sep'13
Questions to be asked to management for further analysis
Would delayed monsoon have impact on production?
Are there any steps in improve operational margin efficieny.
Disc : Took starter position. Still waiting for more study to be done.