Sunday, November 20, 2011

GODREJ INDUSTRIES Ltd - BUY ( REPEAT)

For many of us , Godrej Industries  Ltd (GIL) may be a chemical company.But it is more than that .Its stake in Godrej Agrovet(75%),Godrej Consumer products (22 %),Godrej Hershey (43%),Godrej properties(70%) and Natures Basket(100%) makes it an interesting company..Godrej Agrovet is mainly in animal feeds and agri inputs ( mainly herbicides).Company also owns 37000 hectare oil palm plantation in various states like Andhra,Tamilnadu,Goa..etc.Godrej Agrovet also having a joint venture with ' Tyson' in poultry business which is selling processed poultry products under the brand name "Real Good" and value added ready to eat products under the brand name "YUMMIEZ" Company is now planning to expand the operations of this division to many more cities which is limited till now.'NATURE'S BASKET' is a subsidiary of GIL which is operating around 13 stores currently for selling organic fruits and vegetables,beverages,dairy products..etc.Company's this division is expected to brake even shortly and new shop additions are planned. The agri centric business of GIL through Godrej Agrovet having huge potential in India ,and company's latest financials is a reflection of this fact. FMCG  business of Godrej CP  is also growing rapidly For the Second  quarter of this financial year  GIL posted a turnover of Rs.1413 Cr  over last year same period  and a net profit of Rs.82 Cr  . EPS for firstSecond  is Rs.2.92.This professionally managed company having huge expansion plans it its various businesses and it is expected to show decent growth going forward.GIL can be included in your portfolio at CMP of Rs.186/-
Posted by VALUEPICK at 6:15 PM
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19 comments :

  1. AnonymousNovember 20, 2011 at 8:47 PM

    Dear Sir

    I want to know your views on Kaveri seeds with a long term view (2Years), can it be a potential multi bagger.

    ReplyDelete
  2. AnonymousNovember 20, 2011 at 10:02 PM

    good monitoring for us
    -thanks sir-

    ReplyDelete
  3. VALUEPICKNovember 21, 2011 at 5:38 AM

    No change in my opinion on Kaveri Seed Co.

    ReplyDelete
  4. AnonymousNovember 21, 2011 at 12:29 PM

    Whats your bet on Vikas WSP for a long term? - Prakrit

    ReplyDelete
  5. Debasish DebNovember 21, 2011 at 12:58 PM

    Sir
    What is your take on your previous picks
    1. Mudra lifestyle. Promoter holding increasing from 65 to 85%
    2. EPC Industries. Promoter holding increasing from 16 to 38%

    ReplyDelete
  6. PATIDARNovember 21, 2011 at 1:31 PM

    DEAR VALUE

    THERE IS VERY HIGH DEBT, HIGH P/E AND PRICE/BV FOR GODREJ IND. DO CONSIDER THESE FACTORS? DO U THINK THERE IS STILL APPRICATION IN CMP IN LONG TERM?

    YOURS, PATIDAR

    ReplyDelete
  7. AnonymousNovember 21, 2011 at 7:02 PM

    plz comment on websol q2 result

    ReplyDelete
  8. AnonymousNovember 21, 2011 at 9:10 PM

    hi,
    This s surya ..Really ur blog was tremendous and i really follow it regularly....
    If u suggest me 3 stocks in lOng term say 4 years which 3 stock do u prefer sir???

    ReplyDelete
  9. VALUEPICKNovember 22, 2011 at 5:44 AM

    Dear Prakrit
    Promoters of Vikas WSP earlier caught by the authorities for bogus accounting and overstatement of sales and profit

    ReplyDelete
  10. PATIDARNovember 22, 2011 at 10:00 AM

    DEAR VALUE

    U R VERY RIGHT. MGT IF VIKAS WSP IS SUSPIOUS. IN PAST STOCK DELIST FROM THE EXCHANGE WITHOUT SATISFACTORY REASON AND THEN RELIST AND GONE UP WITH SATTA. I M VICTIM OF IT.

    PATIDAR

    ReplyDelete
  11. shanidNovember 22, 2011 at 4:19 PM

    Dear Sir,

    Can we enter into ABM knowledgeware (u reccommended @ 45) with a long term view.
    Have you done any study on VINATI ORGANICS.

    Pls revert sir.

    Shanid V H

    ReplyDelete
  12. VALUEPICKNovember 22, 2011 at 7:20 PM

    Dear Shanid

    I have also recommended a profit booking in ABM @ Rs.90/-

    Pls see the below link

    http://value-picks.blogspot.com/2010/08/abm-knowledgeware-ltd-book-partial.html


    Hope your qty is cost free now

    ReplyDelete
  13. VALUEPICKNovember 22, 2011 at 7:34 PM

    Dear PATIDAR

    Pls go for the consolidated result .Regarding reduction of debt- some positive development may expect including selling part stake of some cos through IPO.

    ReplyDelete
  14. AnonymousNovember 22, 2011 at 8:34 PM

    news relating to business of Avanti Feeds Limited.

    There is a news in Telugu (Eenadu) news paper (22.11.2011) regarding shrimp business in AP.
    Synopsis is given as below: -
    1) there is a huge shortage of Mother shrimp (breeding purpose) 2)presently mother shrimp have to be imported from Hawaii Islands 3)There is a huge mismatch in the quarantine capacity at Chennai and the requirements of mother shrimp due to huge expansion of the shrimp crop in AP. existing capacity (quarantine) at Chennai is only for 25000 p.a. as against the requirement of 83000 in year 2012. 4) unions of cultivators in AP are making a representation to the Minister Sharad Pawar for expansion of the quarantine facility at Chennai 5) they proposed for setting up of quarantine facility of their own.
    quarantine is a compulsory process for importing of any Brooding stock

    ReplyDelete
  15. VALUEPICKNovember 23, 2011 at 5:42 AM

    Thanks for the inputs.

    ReplyDelete
  16. shanidNovember 23, 2011 at 12:10 PM

    Dear Valuepick,

    Keep up your good work.

    I think this is the right time we need to look for some large cap stocks with a long term view as NIFTY below 4750 mark....

    Requesting you to come out with your valuable suggestions.

    Rz,
    Shanid.

    ReplyDelete
  17. ACHINTNovember 25, 2011 at 12:59 AM

    Dear Sir
    I strongly believe in value investing principle.i have invested in opto circuit, yes bank,apollo hospital,idfc,fortis healthcre and lnt finance.these i am holding over 5 years barring lnt finance.I want to keep them for 20 years. whether i am write?. these constitute abount 50 per cent of my portfolio
    ACHINT

    ReplyDelete
  18. AnonymousNovember 26, 2011 at 5:24 PM

    Dear Sir,

    Would the current Market Price be the right time to pick and accumulate GIL for long term.

    Regards,

    Romesh

    ReplyDelete
  19. AnonymousDecember 22, 2011 at 4:57 PM

    kindly post your views regrading essar oil

    ReplyDelete

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