Aditya Birla Chemicals Ltd

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You Decide what's Good & Bad
Aditya Birla Chemicals based on the data provided below.This is like help your self session.

I have posted below few Info:
a) Qtrly Income Statement


b) Key Ratios.

c) Balance Sheet.



d) Summary Product Mix..


What's Missing P/E: Price to Earnings & potential target for this company.

It's Competitor's Tata Chemicals, Kanoria Chemicals ,GHCL & many more..

Comments

  1. JalalSeptember 2, 2009 at 8:51 AM

    What is Scope of this fund .Is it for Medium Term or Long Term.

    Thanks

    ReplyDelete
  2. maverickSeptember 2, 2009 at 9:20 PM

    PE comes to arround 3.73 when compared to tata chemicals whose PE is arround 12.72, Kanoria checmicals PE 12.13 and GHCL PE 3.90, I find Aditya Checmicals current share price highly undervalued, but digging deep you will notice that its sales is arround 60 crores and is no where near Tata Chem - 1400 crores plus, so unless sales volume picks up I dont think it will move significantly higher, now comoing to target price and investment rationale, even a conservative PE of 7 if we assign then traget price with in one year can be expected as approx 135+, also note that its net profit margin and return on equity is preety good when compared to others - 21% and 19.25% respectively, my only concern is low sales turnover if sales picks up then we may see solid moves in this counter

    ReplyDelete
  3. maverickSeptember 2, 2009 at 9:41 PM

    adding to what I have said earlier comment, sales figure is for quarter ending june 09, over all sales for FY08-09 was 204 crores, and YoY sales growth is around 17.55% approx

    ReplyDelete
  4. perknlifeSeptember 4, 2009 at 9:34 PM

    Maverick ur intepretation is on the mark. There is visibility in Hindalco & Grasim but not in subsidary. I believe in holding Sister concern that's were magic lies.Aditya Birla was formerly know by name Bihar Caustic Soda.

    ReplyDelete
  5. maverickSeptember 6, 2009 at 10:34 PM

    yes, I am not a big fan of birla's but this scrip at current price seems too good to resist

    ReplyDelete
  6. MukeshSeptember 18, 2009 at 4:02 AM

    VERY SLOW MOVER;; one should have to ignite its tail to see it fly;; the main prob wid dis kind of stock is that they dont pass on the benefits to the investor promoters rather happy to keep profits with them in geneal reserv and add to the book value of the share. If market goes and general public come into the market than it will move very fast otherwise on the fundamentals alone I dont think it will achieve any thing big in the next 6-12 months.

    ReplyDelete
  7. perknlifeSeptember 19, 2009 at 1:57 AM

    Yes kind of slow mover no doubt..I learnt from past every bull run has some fancy scripts. This year people & analyst doubted the rally . Next year they will be hunt for rising stars. Had we ever imagined Hindustan Zinc & Jindal will get great visibility.Media Visibility is great factor but before it happens accumulation is also important.

    ReplyDelete

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