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Tuesday, July 29, 2008

Goa carbon ltd:Avail it to make a world of good

Scripscan:Goa Carbon Ltd
cmp:102
Target:140
Duration:6-9 months
Traded in:Nse-bse

Story:Goa Carbon Ltd belongs from the dempo group stable of goa and is second largest manufacturer of Calcined Petroleum Coke (CPC) in India.GCL supplies CPC to leading domestic as well as international aluminum smelters.For every ton of aluminum produced, the aluminum smelters require about 400kg of CPC and presently, there are no known viable substitutes for CPC and hence CPC constitutes a key raw material for Aluminium Industry. Demand of CPC from the primary aluminum industry accounts for more than 70% of over all CPC needs.With huge growth expected in aluminium industry ovee the years to come,companies like goa carbon are set to capitalise the most.The company has recently gone in for a major price hike to its products which is expected to boost its margins in the coming quarters.GCL has been consistently focussing on exports and currently exports majority of its production.It’s major customer is Pechiney,the aluminum major, with whom it has a long-term supply contract.It also supplies to domestic aluminum majors – Nalco, Indal and Hindalco.GCL has been the pioneer in export of CPC.Currently it ships to Australia, Egypt, Dubai, France, Kuwait, Iran,Qatar, Saudi Arabia, Singapore, Malaysia, Indonesia, Thailand, South Africa, Russia, Bahrain and the UK. The quality of GCL’s product has been well accepted by the end users, both in India and overseas.GCL is currently passing through a critical phase of consolidation that should catapult the company into the big league.The company has an uninterrupted profit and dividend paying track record for over three decades and the same should continue in the coming years with better dividend cover.

Conclusion:Goa carbon with all said developments is expected to report blockbuster numbers for the current year.Turnover should vault and double to over 400crs with PAT to come around 40crs.EPS would be rs 45 and thus at present prices of 102rs its quoting at just 2.3 times its one year forward earnings.The company is all set to roar bigtime and one can avail the same to have a gala time for thyself.So buy goa carbon at present levels to make a world of difference to your reeling portfolio.


Regards,
ARUN
I can be reached at:-arunanalyst@rediffmail.com

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