EPC INDUSTRIE is one stock recommended more than once in this blog. In my initial recommendation @ Rs.61 itself ,I mentioned the possibility of a take over by some bigger players in future.( Read Initial Recommendation HERE) As expected, later this company acquired by Mahindra ( M&M) Group.
Later in my second recommendation on this same company @ Rs.141 , ( LINK) I have mentioned the possibility for a consolidation of all Agri related business of Mahindra group under the fold of a single company.
Now ,after three years of acquisition of EPC ,Mahindra Group expressed their intention to consolidate all its Agri-business units into a single entity. As a listed company , I believe it will happen under the fold of EPC Industrie .Mahindra's one of Agri Business units named Mahindra ShubhLabh Services Ltd is the largest exporter of grapes .It also joint hands with Belgian company 'Univeg' for developing a fresh fruit supply chain.This division also planning big expansion in seed business and recently formed a joint venture with Holland based HZPC to provide seed potatoes.
I believe , post consolidation , this company will emerge as an integrated farming company and results another blue chip from Mahindra group in the years to come.
Strongly recommending to HOLD and those with some risk appetite may even buy at current level for a 2+ year HOLD .Currently stock is trading around Rs.200.
Read Latest news below
Mahindra Group plans to consolidate all its agri-business units
Link to Company Website HERE
Disc: I have vested interest in EPC Ind
Later in my second recommendation on this same company @ Rs.141 , ( LINK) I have mentioned the possibility for a consolidation of all Agri related business of Mahindra group under the fold of a single company.
Now ,after three years of acquisition of EPC ,Mahindra Group expressed their intention to consolidate all its Agri-business units into a single entity. As a listed company , I believe it will happen under the fold of EPC Industrie .Mahindra's one of Agri Business units named Mahindra ShubhLabh Services Ltd is the largest exporter of grapes .It also joint hands with Belgian company 'Univeg' for developing a fresh fruit supply chain.This division also planning big expansion in seed business and recently formed a joint venture with Holland based HZPC to provide seed potatoes.
I believe , post consolidation , this company will emerge as an integrated farming company and results another blue chip from Mahindra group in the years to come.
Strongly recommending to HOLD and those with some risk appetite may even buy at current level for a 2+ year HOLD .Currently stock is trading around Rs.200.
Read Latest news below
Mahindra Group plans to consolidate all its agri-business units
Link to Company Website HERE
Disc: I have vested interest in EPC Ind
HI,
ReplyDeleteSir please share what are your views on KNR construction and ZF steering ?
KNR: Crisil has rated this stock very well.
KNR is relatively good company from the sector .Stock price appreciated substantially in recent time ,hence low risk takers may wait for a consolidation for fresh entry ( though not sure about that)
DeleteNot strictly tracking ZF
Dear Sir,
ReplyDeleteWhat is your recommandation on PNB Gilts.Is it buy at current CMP.
Please advise.
Regards
Jitendra
Not tracking this stock
DeleteSir, Just for more clarify: the article says that consolidation to happen once the turnover crosses 1000 crore (expected in 2016), so now positive on the stock in anticipation of that consolidation in 2016?
ReplyDeleteStock price of any company will start to discount future events in advance ,it will not wait till the event happens.
DeleteSir, HATS OFF!!!
ReplyDeleteJain Irrigation Vs EPC ..Which will be having a bright future as per your views VP sir .
ReplyDeletePotential of industry is very large and enough space for more than one player.
DeleteSir,
ReplyDeleteWhat is your take on Trasport corporation of India and Gati?
Positive on both for long term
Deletedear sir
ReplyDeleteplz view share on vulkar engg. 56 % forien promoter holding. can i buy at current level?
Stock is expected to perform once capex cycle revive, though not able to predict a time frame.
DeleteI want to invest in Sun Pharma for the next few years, Your kind view on it please
ReplyDeleteHello Sir,
ReplyDeleteDo you track Dish TV or Videocon? You views about the DTH growth opportunity in India?