Gillette India - great company, but worth the valuation?

near 52 week low

1900.60

MARKET CAP (RS CR)    6,190.21

P/E                                      79.92

BOOK VALUE (RS)          199.24

DIV YIELD.(%)                  0.79%

Company is debt free. (Interest Coverage Ratio: 4140.33)

Name	CMP Rs.	P/E	Mar Cap Rs.Cr.	Div Yld %	Qtr Sales Var %	Sales Rs.Cr.	Sales Var 3Yrs %	Debt To Profit %	NP 12M Rs.Cr.	Profit Var 3Yrs %	OPM %	ROCE 5Yr %	ROE 5Yr %
Gillette India Ltd.	1900.6	79.98	6195.96	0.79	15.64	1487.7	18.93	0	77.47	-15.37	8.77	29.31	17.85

sales have grown

but opms have come down 

kovai medical - dislike

www.kmchhospitals.com

750- bedded Multi-Disciplinary Advanced Super Specialty Hospital 

20 acre

chairman - dr. Nalla G Palaniswami 

vice chairman - Dr.Thavamani D.Palaniswami

Market Cap: Rs. 141.70 Crores

Current Price: Rs. 130.00

Book Value: Rs. 82.69

Stock P/E: 6.57

Dividend Yield: None%

worrysome 183.97 cr in debt

balaji amines

promoter pledged 33% of their holding, moderate debt.
other parameters being good, pledge is an avoid,  dislike.

Market Cap: Rs. 168.97 Crores
Current Price: Rs. 52.15

Stock P/E: 5.09
Dividend Yield: 2.49%

52 Week High/Low: Rs. 59.00 / Rs. 28.40


PEG Ratio: 0.25
Interest Coverage Ratio: 2.75

the five star hotel Balaji Sarovar Premiere, fully owned by Balaji Amines Limited, is inaugurated on October 12, 2013 

Balaji Sarovar Premiere, Solapur is a contemporary upscale hotel sprawled across 03 acres in the heart of the city with close proximity to the Airport (Upcoming). The hotel in Solapur offers 129 rooms and suites along with many evolved choices in fine dining besides a lounge bar and banquets for high-end meetings and corporate events.

Balaji Amines holds subsidiary : Bhagyanagar Chemicals Limited, huge loss making company

 

Turnover 1,20,000
Profit Before Taxation -1,47,422 (Loss)

unno industries

is an nbfc

better to avoid

Mount Everest Mineral Water Ltd - dislike

buy the water, not the stock

why pay 366 Cr for a company that sells 24 cr in fy13?

a widely regarding brand, but not popular as bisleri.

dislike, avoid this stock, even if it is a tata group company

Lumax Auto Technologies Vs Lumax Industries Vs Lumax Automotive systems

Name CMP Rs. P/E Mar Cap Rs.Cr. Div Yld % Qtr Sales Var % Sales Rs.Cr. Sales Var 3Yrs % Debt To Profit % NP 12M Rs.Cr. Profit Var 3Yrs % OPM % ROCE 5Yr % ROE 5Yr % Bosch Ltd. 8890.05 30.42 27914.76 0.67 3.64 8619.34 21.46 0.16 917.75 41.46 15.69 39.67 21.51 Motherson Sumi Systems Ltd. 284.1 32.64 16702.24 0.7 23.54 27326.62 55.25 15.68 511.65 49.72 7.76 20.17 23.11 Tube Investments of India Ltd. 164.05 10.44 3064.45 1.22 15.48 7893.7 45.9 45.47 293.65 62.22 12.46 14.37 18.96 Amara Raja Batteries Ltd. 323.85 16.62 5531.36 0.78 12.58 3249.5 26.22 0.41 332.89 23.75 16.15 40.23 28.87 Kirloskar Oil Engines Ltd. 147.05 11.34 2126.34 3.4 -15.91 2210.9 1.66 0 187.58 10.88 14.21 -- -- Amtek India Ltd. 81.15 12.46 2252.72 0.12 48.94 1797.16 32.85 24.67 180.79 44.65 29.79 11.7 10.26 WABCO India Ltd. 1701.5 26.8 3232.85 0.29 7.58 946.68 17.53 0 120.62 18.48 17.92 43.62 29.55 Lumax Auto Technologies Ltd. 104.25 4.29 141.78 5.77 2.17 750.33 22.49 0.51 33.05 21.94 8.09 41.2 28.92 Lumax Industries Ltd. 325.75 29.08 306.21 1.37 2.7 1070.24 18.99 10.01 10.53 28.2 5.57 12.25 6.77 Lumax Automotive Systems Ltd. 14.5 14.7 10.73 0 -30.18 93.42 3.46 14.38 0.73 -- 15.15 13.06 4.04

	Lumax Auto Technologies Ltd.	Lumax Industries Ltd.	Lumax Automotive Systems Ltd
BSE Code	532796	517206	532537
Products	Frame, fuel tank, exhaust, gear shift, parking brake	Head lamps, tail lamps, sundry lamps	Rear view mirror, air cleaner, plastic components
Chairman	DK Jain	DK Jain	UK Jain
Preference	Like	So-So	Dislike
	100% subsidiary Lumax DK; JV company Lumax Cornaglia
	less than 5 times consolidated earnings	29-30 times earnings

 can buy lumax auto technologies at this cost of 104 and mcap of 141 cr

take solutions - dislike

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take solutions - dislike

consolidated sales has gone up.

standalone sales has come down from 80 cr 2 40 cr from 08 to 12.

Mar '12	Mar '11	Mar '10	Mar '09	Mar '08
	12 mths	12 mths	12 mths	12 mths	12 mths
Income
Sales Turnover	44.79	51.70	47.00	58.99	87.43