Cement:
Ultracemco : cmp: 3609: Ultratech a must for wealth creation from Cement. India’s largest cement company. Once started with 1Mtpa in 1983 to today reaching 111 plus Mtpa both by organic and inorganic expansion. With increase in revenue by 10X and Profit by 15X showing extraordinary growth. Already investment of 1 Lakh should be more than 5X during last 10 Years. During Current results of H1 Revenue has grown by 16% which is good but profit has fallen by 24% due to high freight as well as Power cost which we were already expecting. We may see high growth in coming future. Many people in the group are holding since 1200. New buying or SIP again can be done in the whole range of 3500 to 2800 and can be kept for next 10 years to see multi year rally in this stock. Process of Century textile aquitation will be completed around Q4 and shareholder of Centurytex will be given 1 Ultracemco in ratio of 8:1.
Finance (NBFC)
Muthoot Capital : Cmp: 785 : Muthoot Capital Services Ltd. promoted by the Muthoot Pappachan Group. Its portfolio includes commercial and consumer finance products like vehicle loans, gold loans, loans against property, bonds, deposits, investment products and advisory services among others. Could be a probable wealth creator as good margins and high R-O-E combined with high growth. Company able to grow their revenue from 20 cr to 400 cr during last 8 years. Profit growth was 9X. Hence during last 8 years Share price has also improve 10X. Many people hold this company since last 2 Years from 200 & still no need to worry, can hold it as our target as per 310% potential sheets were 1455. Current H1 revenue and profits has increased by 47% and 147% respectively which were more than expected. New buying again can be done at 495 and can hold it for long term wealth creation and short term target of 1455 in next 3-4 years.
Ultracemco : cmp: 3609: Ultratech a must for wealth creation from Cement. India’s largest cement company. Once started with 1Mtpa in 1983 to today reaching 111 plus Mtpa both by organic and inorganic expansion. With increase in revenue by 10X and Profit by 15X showing extraordinary growth. Already investment of 1 Lakh should be more than 5X during last 10 Years. During Current results of H1 Revenue has grown by 16% which is good but profit has fallen by 24% due to high freight as well as Power cost which we were already expecting. We may see high growth in coming future. Many people in the group are holding since 1200. New buying or SIP again can be done in the whole range of 3500 to 2800 and can be kept for next 10 years to see multi year rally in this stock. Process of Century textile aquitation will be completed around Q4 and shareholder of Centurytex will be given 1 Ultracemco in ratio of 8:1.
Finance (NBFC)
Muthoot Capital : Cmp: 785 : Muthoot Capital Services Ltd. promoted by the Muthoot Pappachan Group. Its portfolio includes commercial and consumer finance products like vehicle loans, gold loans, loans against property, bonds, deposits, investment products and advisory services among others. Could be a probable wealth creator as good margins and high R-O-E combined with high growth. Company able to grow their revenue from 20 cr to 400 cr during last 8 years. Profit growth was 9X. Hence during last 8 years Share price has also improve 10X. Many people hold this company since last 2 Years from 200 & still no need to worry, can hold it as our target as per 310% potential sheets were 1455. Current H1 revenue and profits has increased by 47% and 147% respectively which were more than expected. New buying again can be done at 495 and can hold it for long term wealth creation and short term target of 1455 in next 3-4 years.
