My multy bagger picks for next one year

1). Zuari Agro Chemicals Ltd AT (100.00)

(MARKET CAP 425 CR, BOOK VALUE AT 600 RS. ALL PLANTS OPENED LAST MONTH EXPECTING EXPECTING BETTER RESULTS FROM SEPTEMBER QUARTER .EXPECTING 20 EPS ,50 % DIV FOR THIS YEAR.)
Sundry Debtors = TOTAL DEBIT

http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=11&opt=B&cocode=42328

2).

BEML Ltd AT 160.00)

MCAP. IS AT 680 CR BOOK VALUE AT 520.00 EXPECTING 25 EPS THIS YEAR

3

Tata Coffee Ltd AT 1000.00

EXPECTING 70 EPS FOR THIS YEAR STOCK FALLEN BECAUSE OF INVESTER SELLING . NEW CAPACITYES WILL BENFI

T THE COMPANY BUY ON EVERY DECLINE.

http://cmlinks.com/moneypore/profilenew/financial.asp?mainopt=11&opt=B&cocode=2294

Don’ chase multibagger … hold compounders … assuming you are young even if u are able to beat inflation by 10% results would be extraordinary when u retire

1 Like

well said mr samir,

Don’ chase multibagger … hold compounders .

but the problem is only in finding consistent compounders.

well there are many if you are not looking for a scorching pace …

VST TILLERS AND TRACTORS

TIDE WATER OIL

MRF

BOSCH

NESTLE

ITC

My Multibagger Pick is Jayant Agro Organics.

CMP: 120, MCap 178Cr

ROCE: 19.45%, ROE: 22.61%

3yrs CAGR Sales: 21.49%

3 yrs CAGR inNet Profits: 43.88%

PE: 4.83 (March 2014)

EV to Sales: 0.30

EV to EBIDTA: 4.96

7 yrs 588% increase in profits and 335% increase in sales

Consolidated Sales/NP/dividend numbers.

March 2007 Sales 462.49Cr Net Profit: 6.76Cr Div:1.25

March 2008 Sales 605.96Cr Net Profit: 9.51Cr Div:1.25

March 2009 Sales 875.86Cr Net Profit 7.49Cr Div: 1.25

March 2010 Sales 904.01Cr Net Profit: 12.47Cr Div:1.50

March 2011 Sales 1,175.26Cr Net Profit: 24.92Cr Div 1.75

March 2012 Sales 1,832.26Cr Net Profit: 31.35Cr Div: 2.00

March 2013 Sales 1,624Cr Net Profit: 36.24Cr Div: 2.25

March 2014 Sales 1,550Cr NProfit: 39.75cr Div: 3/=

Consistent dividend paying company since inception.(20 plusyrs)

40% equity is Bonus capital.

Promoter stake 65.2%

Only 5244 shareholders…

Jayant agro is Uniquely placed as India is the largest producer of castor crop in the world producing 75% of world`s production… Jayant Agro is the largest processor of castor oil and castor oil derivatives in India…

Jayant also produces the world`s largest range of castor oil derivative… Jayant exports 90% of its sales and is a Govt recognized Star Trading House…(other well know star trading House(exporters with similar export sales) are: L&T, ITC, Arvind, Bajaj Auto, M&M, BHEL, Balkrishna Industries, IPCA, Biocon, HUL, Cipla) Jayant Agro is the cheapest Star trading house listed

http://www.fieo.org/Indian-Trading-House-Information-Directory.php

Jayant Agro is a Govt recognized… Dept of Industrial Science and technology - Research Oriented organization. Jayant agro Promoters “Udeshi`s” also own a US Patent for efficient production of Sebacic Acid (castor oil derivative)and its salts US Patent No: 6392074

Castor oil and its derivatives are well established green chemicals and can replace crude oil in the chemical industry

castor oil derivatives are used for the preparation of products to replace petroleum intermediates.

Demand is greater than supply and speciality chemical manufacturer such as

“Arkema” 7 billion Euro sales have tied up with jayant agro (JV: Arkema:24.9%, jayant 75.1% - Ihsedu AgroChem)

http://www.bseindia.com/xml-data/corpfiling/AttachHis/Jayant_Agro_Organics_Ltd_111013.pdf

Mitsui Chemicals & Itoh Oil: (JV:Jayant:50%, Mitsui:40%, ITOH OIL:10% - Vithal Polyol India Pvt Limited)

to manufacture Green Plant based Polyol for Asian Automotive sector

http://whatsup-indianstockideas.blogspot.in/2014/02/jayant-agro-organics-bio-polyol-plant-jv.html

http://www.bseindia.com/xml-data/corpfiling/AttachHis/Jayant_Agro_Organics_Ltd_290813.pdf

Even though Profits have increased 600% Stock Price of Jayant is still available at 6 yrs old prices with no appreciation…(In 6 yrs stock price has appreciated only 51%…no dilution of equity…promoters have increased stake by 10%)

Well established Green Chemical Company… LOW Hanging Fruit Available for Investors… as Green Chemicals is a sunrise industry…

Company: Investors section: http://www.jayantagro.com/investors.htm

10yrs annual reports:

http://whatsup-indianstockideas.blogspot.in/2010/05/jayant-agro-organics.html

10 yrs quantitative data:

http://www.quantspartner.com/Jayant%20Agro%20Org.pdf

Castor Based Green Solvents: Industrial Green Chemical World 2013

http://whatsup-indianstockideas.blogspot.in/2014/02/jayant-agro-castor-based-green-solvents.html

BioBased Polyamides: India the Assured Supplier:

http://whatsup-indianstockideas.blogspot.in/2013/12/jayant-agro-bio-based-polyamides-india.html

=happy investing

whatsup-indianstockideas

Jayant Agro Organics Auditor is T.P.Ostwal and Associates…

Balwan Finance & Leasing which holds 1.29% is owned by family of Auditors of Jayant Agro…

Looks like the auditors who audit the books of Jayant Agro are impressed and have invested more than 2.43Cr (@CMP:126) buying 1.29% stake in Jayant Agro Organics… more detailed info in my blog… (Pls Note Balwan Finance & Leasing have been holding stake for a long time since 2007 atleast …)

Auditors of Jayant Agro Hold more than 1% in Jayant Agro

Auditors owning a large (or any share) of a company.

Has implications for corporate governance. Please think about it, before you populate one more thread with your recommendation.

1 Like

Samir,

sure that’s one way to look at it… but then the auditor are invested since 2007 (maybe even earlier we just dont have the data…) in Jayant Agro.

Its not a direct holding but a personal investment… if they have invested their own money… maybe “MAYBE” its something positive… after all 7 yrs holding on for max 3% dividend does not look like at attractive investment proposition…

Having said that… its true auditors should be at arm’s length…

I have been looking into jayant agro for quite some time now… and this is just now that I have found that auditors own 1% stake… so its not actually self evident.

=happy investing

whatsup-indianstockideas

Prahalad,

Several Members have politely hinted about your SPAMMINg several threads with what looks like your agenda with Jayant Agro.

Despite objection from Admin you have persisted with the spraying around same message in multiple threads. If you were really serious about exploring/discussing viability of Investment in the stock, you would have followed up on Admin suggestion of starting a thread on Jayant Agro.

Your membership is being suspended with immediate effect.