Get Magazines for free

Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Tuesday, March 10, 2009

Gayatri projects:-Opt for it now

Was going through a long note about Gayatri project by my favourite analyst mudar patheya.Made a quintessence added some points of mine and here"s a short note about it.

Scripscan:Gayatri Projects Ltd
Cmp:41
Code:532767

Story:Gayatri is in the business of roads, power and irrigation. Presently, a third of the companys revenues are derived from irrigation projects (value rich) and nearly two-thirds from roads (volume heavy) and a negligible proportion from industrial projects. Spending in these areas will have a positive rub-off on its prospects.The promoters of Gayatri Projects have been in the business of construction and infrastructure creation for more than four decades; more than 100 Gayatri-ites have been with the company for more than 15 years.Gayatri has been working for some brand-enhancing customers. In the road sector, its principal customer is the NHAI for which it has executed 250 km of national highways and 1100 km of state highways over the last few decades. Its irrigation clients comprise the state governments of Andhra Pradesh, Madhya Pradesh, Chhatisgarh, Karnataka, Tamil Nadu and Orissa. Its industrial customers include RIL and JSW among others.Gayatri is entering the water treatment, desalination and urban infrastructure verticals, each of which will continue to grow sustainably over the coming years.Gayatri has over the years invested in equipment worth Rs 230 crore, which has progressively reduced its dependence on external vendors. Not only has this enabled the company capture a sizeable value addition, it has also facilitated a quicker turnaround of projects.Gayatri expects to liquidate its order book in the following manner: Rs 1200 crore in 2008-09 and Rs 1600 crore in 2009-10. Apply the 5 per cent net margin yardstick (yet to be achieved but with interest savings, this could well be a reality) and you get Rs 175 crore of consolidated profit and a cash profit of Rs 215 crore for the next three years. Your cost: Rs 50 crores today (the equity dilutes to Rs 12.6 crore over the next three years, am including diluation in the marketcap now so that you dont need to bother with that in near future).Promters have been buying the shares of their company incessantly over the last couple of months(check bse insider trading) which provides a lot of confidence.Buy the company to reap great benefits over the longer term.A great buy at 41rs.

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

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner