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Thursday, July 30, 2009

Agro Tech Foods Ltd,Kirloskar Oil Engines Ltd and Pfizer Ltd:-Analysis,future potential,prospects and growth outlook

1)Scripscan:Agro Tech Foods Ltd
cmp:150
Traded in:Nse-bse

Story:I am bullish on the food and food ingredients major marketing, which has a dominant market share and value leadership in the premium refined oil segment.Within the consumer goods sector, the food business is growing by about 20-22%, whereas non-food is growing around 14%.ATFL is well positioned to tap this huge opportunity.ATFL has now increased its focus on branded foods and is intending to address the wellness category of food items. ACT II and Sundrop Heart are expected to become the growth drivers for the company,. The company has also taken initiatives to restructure the portfolio in this segment, which could help it to become a sustainable and more profitable portfolio.The stock is trading at a price/earnings ratio of 13.6 times FY2010(estimated) EPS of Rs 11.Its one of the best defensive fmcg bet at these point of time.With fmcg sector on a roll,Agro tech foods should command better valuations on the bourses.A great buy at dips.

2)Scripscan:Kirloskar Oil Engines Ltd
cmp:113
Traded in:Nse-bse

Story:Kirloskar Oil Engines Ltd is the market leader in the non-automotive engines segment, which it estimates has been growing at around 27-28% in the previous two years.I believe that rising demand from user segments like industrial, material and mining equipment manufacturers, telecom industry, power generation, IT/ITeS industry and marine applications coupled with an increase in exports would drive the top line and profitability growth for KOEL.I expect CAGR of 32% YoY in net profits over FY08A-10E, it expects return on capital employed and return on equity levels to remain healthy at 27% and 21% respectively in FY10E. The present stock price discounts FY10E by just 9.2 times.Kirloskar is on a roll and may give 15% returns from here in the short term.A good solid buy.

3)Scripscan:Pfizer Ltd
cmp:790
Traded in:Nse-bse

Story:I am quite ‘bullish’ on the pharma MNC as new products will drive growth.The company’s recent results were impressive and that the decline in excise duty from 16%to 8% on formulations is likely to result in higher sales growth. With some restructuring, personnel and advertisement expenses are likely to decline and would result in higher margins. Pfizer has launched its first patented anti-smoking drug in India in February 2008, which has a good future in India.Pfizer has plans to introduce two new products in anti-infective and CVS segments. These products are likely to be future growth drivers for the company.Pfizer has cash of over Rs 6.5 billion in its books and is looking at acquiring brands in the domestic market.However, the only concerns are that the government plans to increase the number of drugs under price control to 354 from 74,based on WHO list of essential drugs. This would affect sales and profitability of the company.Besides one of Pfizer’s key raw materials, Codeine Phosphate, is in short supply.A hold as of now,buy at sub 700 levels.

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