Annual Result Update:

Houseware: India is forecasted to become the 5th largest consumer market in the world by 2025. Currently, the country is experiencing a 12 % year on year growth in consumer expenditure as against a global increase of 5%. 100 plus million middle-class Indian households will show high growth in their consumption pattern owing to increase in their incomes and moving them upwards into affluent and elite segments.

La-Opala : Cmp: 260: A debt Free, Finest margin and good R-O-E company from houseware segment. Company able to grow from 55 cr to 255 cr revenue during last decade ie. 5X and Profit from 1Cr to 7cr ie 7X. Hence investment in this company is already 80X. A wealth creator. Many people in this group already hold this company since 2014 at 15 and still no need to worry. We have seen this stock in range since last 3 years so can accumulate during this range bounce phase near  225 and we may see multi year rally from here.

TNPetro  : cmp: 41 :  A company from commodity segment which we have been buying since last 2 quarters. Overall commodity chem segment should be in focus and we may see many wealth creating companies from this segment. Tnpl Current year revenue has been grown by 7% and net Profit has grown by 389%. Already many people from this group have just bought this near 55 now again this stock can be accumulated in the range of 45 to 36 with this next Year target 102 and can hold this company for next 5-10 years.

Tea & Coffee :
McleodRuss: cmp: 145 : A company from tea & coffee segment. Current year revenue and Net profit are increased by 10% and 240% respectively. A good turnaround in business has been seen this year. Company has announced Buy-back offer at 210. Buying can be done in the whole range of 182 to 129 all with next 2 year target of 354. Nomura has just bought 6.3 crore shares 1st time in november at 235. Many people in this group are also accumulating since 190 during last quarter.

Disclosure : Do Not buy or sell before consulting your advisor as writer may have position in above given stocks.

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Latest Annual Results :

Other Industrial Products : 

Heg : Cmp: 3160: A very good company and many people from you just bought last year at 600. Still was receiving messages daily that what to do in 2700 we should book profit or not. Results are and were still extraordinary. Revenue is booming by 208% and Net Profit has given turnaround from loss making to profit making. We were expecting EPS of 150 this year but it outperformed and gave eps of 271 which suggest that at this rate also not too expensive. Still, those who have bought at 600 can hold it till our target of 5240 in next 2-3 Years as per 310% pot sheet and new buying can still be done near 2200. One of the best performing Small Cap funds of L&T has invested around 3.5% of the total fund at same price last year where you all bought and are still holding ( near 600).

Graphite : Cmp: 786 : Again a turnaround company. Company able to improve its revenue from 150 cr to 3000 cr during last 17 years as well profit improvement is seen from 10 cr to 900 cr. The major outperformance was seen last year as revenue as well as profit has increased by 114% and 700%. Hence many people from this group have bought it near 130 last year and still no need to hurry. Should hold it at least till 1582 our target as per 310% pot sheet in next 2-3 years. New buying again can be done near 600 and can hold it for long.

AiAEng : Cmp: 1540 : A Very good company from this segment. Able to improve its revenue from 300 cr since 2001 to we may see till 2020 around 3000 cr. Almost debt free and high R-O-E and wonderful margin. All signs of wealth creator. Current year revenue has grown by 18% but profits not so attractive this year by 2%. Still, as many people from this group are already holding this stock since 2014 at 500 no need to worry and can hold it to see a multi-year rally. New buying again can be done near 1200 and can hold it for the long term. Along with you all during 2014 Hdfc mf bought  19 lakh shares, Smallcap fund bought 10 lakh shares all you along with mf are holding it for long.

Adorweld : Cmp: 315 : Again a good one from Other industrial goods segment. 10 years the back company was making revenue of 240 cr and profit of 40 cr. Currently, the company is able to improve its revenue from 240 cr to 470 cr but not able to improve its profit as still profit was 19cr last year. Hence company is still trading below its 10 years back high of 525. But a whole segment is growing should assume improvement if Profits in coming years. Buying can be done in the whole range of 462 to 232 with the 2-year target of 921. Many people have already bought and are accumulating in this group since last 6 months since 462. Sundaram fund bought 3.4 lakh shares at 240 are still holding.

Disclosure: Do not buy or sell before consulting your advisor as the writer may have the position in above-given stocks.



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