SNOWMAN LOGISTICS RESULT UPDATE

Dec Quarter Result details

                                                               

         

some more info published related to result. Link

ARVIND LTD UPDATE

22 Jan 2015
Arvind to Enter Footwear business :

http://timesofindia.indiatimes.com/business/india-business/Arvind-set-to-step-into-footwear-segment/articleshow/45972808.cms

Arvind Ltd was featured as one of the company that has crossed  $1 billion market capitalization recently.

article: 

http://timesofindia.indiatimes.com/business/india-business/Four-vibrant-companies-enter-billion-dollar-club/articleshow/45927083.cms 


old post:  http://valuable4all.blogspot.in/2014/09/arvind-ltd.html 

SNOWMAN LOGISTICS LTD

Snowman Logistics Ltd is India’s well organized Cold Supply Chain Company present across PAN India.

• As per http://www.snowman.in

63 owned and 307 leased Reefer Vehicles.
23 temperature controlled warehouses across 14 locations.

• Presence:

Phillaur (near Jalandhar) | Mubarakpur (near Chandigarh) | Palwal (near Delhi) | Ahmedabad | Taloja (near Mumbai) | Nagpur | Mulshi (near Pune) | Kolkata | Serampore (near Kolkata) | Medak and Kompally (near Hyderabad) | Vishakhapatnam | Mevalurkuppam (near Chennai) | Ezupunna (near Cochin) | Virgonagar and Nelamangala (near Bengaluru) | Surat.

• The company also provides value added services such as kitting, packaging, repacking, labelling, sorting, bulk breaking etc.

• Some of the clients include HUL, McCain, Baskin Robbins, Ferrero Rocher, Taj Hotels, etc.

• More details for list of clients / services /capacity http://www.snowman.in/images/snowman_presentation.pdf

• Cold supply chain industry is estimated at Rs100-150bn and is expected to grow at the rate of 15-20% for next 3 to 5 years.

• Gateway Distriparks Limited is the promoter of the company which is well  know Logistics firm listed on NSE / BSE.

• Snowman was listed recently September 2014 with issue price Rs 44-47 for addition of 6 new warehouses across India.

• Though the stock price has doubled recently, it’s still worth as lot more growth will be added in its business with growing consumer sector and expansion plans.

• Falling Fuel price will also benefit the company in terms of Cost.

MANAPPURAM FINANCE

 ALL ODDS ARE OVER FOR MANAPPURAM

•          Company is expanding its business to extend loans.
•          Housing Loans  Early 2015  which is sooner  Acquired Milestone Home Finance.
•          Vehicle Loans Re-Entering.
•          Micro finance.
•        Acquired Asirvad Microfinance eligible for small bank license.

  So its no more just gold loan business anymore which means balance sheet improvement Q2Q YOY.

You can add this stock in your portfolio for a given period of 12 months for shining returns.

(in Cr.)	Sep-14	Jun-14	Mar-14	Dec-13	Sep-13
Income Statement
Revenue	502.84	456.32	457.44	534.87	544.1
Other Income	1.74	2.13	2.29	0.19	0.36
Total Income	504.58	458.45	459.72	535.06	544.46
Expenditure	-160.65	-163.58	-169.24	-163.66	-153.77
Interest	-213.87	-213.42	-226.61	-247.43	-266.93
PBDT	130.07	81.44	63.88	123.97	123.77
Depreciation	-13.92	-14.67	-14.3	-15.78	-18.67
PBT	116.15	66.77	49.57	108.19	105.09
Tax	-39.72	-22.79	-17.2	-37.14	-35.38
Net Profit	76.43	43.99	32.37	71.06	69.71
Equity	168.24	168.24	168.24	168.24	168.24
EPS	0.91	0.52	0.38	0.84	0.83
CEPS	1.07	0.7	0.55	1.03	1.05
OPM %	68.4	64.62	63.5	69.44	71.81
NPM %	15.2	9.64	7.08	13.29	12.81

INDIAN HUME PIPE / GUJARAT FOILS - REPEAT

INDIAN HUME PIPE

I am repeating my recommendation made earlier  to buy at level of 330 to 350  for the target of 4 digit price with a time duration of one year.

older post
http://valuable4all.blogspot.in/2014/09/indian-hume-pipe-company-ltd.html




GUJARAT FOILS LTD

accumulate on every dip for the target price of 200 with a time duration of one year.

older post
http://valuable4all.blogspot.in/2014/08/gujarat-foils-ltd.html

PHOENIX LAMPS

• Company is engaged in manufacturing  of Auto Vehicle Lighting devices.

• Its products are exported to more than 75 countries as well as leading in supplying to domestic auto makers.

• It’s leading supplier in Halogen Lamps for 2 & 3 wheeler's, Passenger Cars, Commercial Vehicles.

• Recently it has reduced its debt to 30 % from 125 CR to 45 CR by selling out its subsidiary lighting business.

• With reduction in price for fuel auto vehicles demand is going to increase with emerging India.

Q2Q

(in Cr.)	Jun-14	Mar-14	Dec-13	Sep-13	Jun-13
Income Statement
Revenue	56.11	66.73	74.99	105.26	124.48
Other Income	0.33	-0.37	0.79	0.63	0.23
Total Income	56.44	66.36	75.78	105.89	124.71
Expenditure	-46.22	-49.76	-58.86	-43.91	-98.77
Interest	-0.71	-0.88	-1.75	-3.83	-4.84
PBDT	9.5	15.73	15.17	58.16	21.1
Depreciation	-1.43	-3.4	-1.22	-2.09	-2.59
PBT	8.08	12.32	13.95	56.06	18.51
Tax	-1.55	0.57	1.57	-12.82	--
Net Profit	6.52	12.89	15.52	43.25	18.51
Equity	28.02	28.02	28.02	28.02	28.02
EPS	2.33	4.6	5.54	15.44	6.61
CEPS	2.84	5.81	5.97	16.18	7.53
OPM %	18.2	24.88	22.57	58.89	20.84
NPM %	11.62	19.32	20.69	41.09	14.87

1yr Chart

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