Indian pharma industry is growing steadily over the past many years and it it is expected to do soin future. Along with the sales of big pharma companies , some allied products manufactures are also showing decent growth.Vikram Thermo is such a company.It is a manufacturer of coating polymers used in pharma industry.Coating for tablets are used mainly for the purpose of moisture protection, control release ( sustained release), to keep the flavour and taste. ..etc .Company's manufacturing facility is located near Ahmedabad with an R & D facility.Other than coating polymers company is also manufacturing thickening agents and aromatic chemicals.Its 'Drugcoat' brand is one of the well accepted brands in this industry. Company is showing steady growth over the past many years .In FY 2011 , Vikram posted a turnover of Rs.32 Cr v/s Rs.21 Cr and a net profit of Rs.3 Cr v/s Rs.2 Cr. On an equity base of Rs.5.58 Cr ,full year EPS is Rs.5.4/- .It is also a regular dividend payer too.It is a stock to watch for low risk takers aiming steady growth and reasonable dividend yield . CMP is Rs.25/-
please write your views on Suzlon Energy & Mercator lines.
ReplyDeleteThanks in advance
Suzlon is only for investors with extra patience .Not tracking Mercator
ReplyDeleteDear value,
ReplyDeletethank for the blog. Do you track Suprajit engineering? Is it a buy?
sir after your recommendation, sah had touched rs.40. whats your current opinion on sah petroleum for longterm?
ReplyDeletevaluepick,
ReplyDeleteHuge sell-off in Orchid Chemical toook it to 52 week low. I read on MMB that sell-off of 10lakh share in Orchid by CITI. Will u advice to buy into it for long term
Dear Sir
ReplyDeleteMarket is taking plunge down.So it is time to accumulate gud stocks.Will you please post a list of gud stocks from your published stocks to be accumulated now?is it gud to buy stocks like orchid chemicals,otpo circuits,jubilant foodworks etc now?
Dear Senthil
ReplyDeleteSAH Petro is a HOLD for me at CMP .Keep an eye on crude price from where it derives its raw material
Dear Sameer.
ReplyDeleteI have firstly recommended orchid @ Rs.161. No doubt about the quality of the company. So it is a BUy upto Rs.220 for me . Two factors to watch in Orchid is the developments in FCCB redemption and further equity dilution chances.
Prithuvi
ReplyDeletewill do it in near future
sir,
ReplyDeleteCan one buy GTL @ cmp?
Dear valuepick, any views on Kerala Ayurveda. Promoters just dont have good background but they have great background. But nothing impressive in their financial statements. Recently Tata GB signed MOU with them. *********Will it be game changing?********* Seems like their US businesses have been culprit.
ReplyDeleteHello sir,
ReplyDeleteCan you please share your views on Shirpur Gold Refinery. You had mentioned in an earlier post that it can turn out to be a multibagger. Do you still hold those views? Thanks.
Kuheli
ReplyDeleteReally a difficult question to answer
KAPL test your patience
ReplyDeleteI have mentioned in my old post that shirpur is a long term story and only for brave hearts willing to take high risk - no change in my views on it
ReplyDeleteThanks for your views on Suzlon
ReplyDelete