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Tuesday, July 21, 2009

Two more midcap gems(KDDL Ltd and Automotive Axles Ltd)

1)Scripscan:KDDL Ltd(kamla dials & devices ltd)
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Code:532054

Story:After starting as a watch dial manufacturer in technical collaboration with Leschot SA of Switzerland, KDDL has gradually established itself as a premium manufacturer of high-quality watch dials and hands, and a leading supplier of high-quality watch components to international brands in Switzerland and India. Operating out of its factories at Parwanoo in Himachal Pradesh, Derbassi in Punjab and Bangalore in Karnataka, it has a capacity to manufacture 12 million dials and 30 million hands annually. Its precision stamping division, established in 2004, offers its business a wider perspective, catering to a host of industries including automobiles, electronics and other fine engineering applications.Over the years, KDDL has perfected many processes in watch dial manufacturing, including volume printing, dial luminisation, mother-of-pearl surface, de-plating of dials, spin-bushing, electrolytic colour innovations, dial-stickers technique, stone clamping, etc. Its facility for manufacturing watch hands is one of the few in the world and the only one in India, supplying high-precision hands for watches. Its engineering division provides solutions, including design, manufacture and supply of precision stamped parts and related tools, to diverse markets. One interesting aspect of its business is its retail chain ETHOS which was established in 2003. This has grown into India’s largest retailer of Swiss watches.Apart from its strong growth backed by rising revenues and sturdy operating profits, KDDL has also been pursuing inorganic growth through acquisitions -- quite remarkable for a company of its size.It acquired a watch dial making unit in Switzerland which provides it an address among the world’s elite watch- makers. Watch this company closely for its growth potential.Kamla dials or KDDL can be a multibagger over the next 2-3 years

2)Scripscan:Automotive Axles Ltd
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Code:505010

Story:Though the auto-component industry has hit the slow lane, one company that is still showing a remarkable growth potential is Automotive Axles Limited (AAL).A joint venture between Meritor Inc., USA (formerly the automotive division of Rockwell International Corporation), and the Kalyani Group, AAL is currently the largest manufacturer of rear drive axle assemblies in the country. From its manufacturing facilities located at Mysore, it serves an impressive domestic clientele that includes Ashok Leyland, Tata Motors, Mahindra & Mahindra, Volvo and Bharat Earth Movers, among others. On the international front, the company exports axle parts to the US and Italy. It is the largest overseas supplier of front axles to the US market. It has state-of-the-art infrastructure spanning highly specialised manufacturing processes involving friction welding, flash butt welding, CO2 welding, CNC machining, flexible machining and a range of specially built machines for production of axles and brakes. AAL is also equipped with the Gleason gear-manufacturing equipment backed by a modern heat treatment shop. The company manufactures a wide range of rear drive axles catering to commercial vehicles ranging from six tonnes to 35 tonnes and also supplies quick change air brakes for commercial vehicles in addition to trailer axles in the range of 10 tonnes to 13 tonnes.Its average operating margin is around 18% - far higher than most auto components companies mainly because it is in a specialised segment and is able to pass on increase in raw material costs to its customers. Moreover, its axle sales to military vehicles, which had come down substantially due to postponement of orders, are now picking up. With fresh export orders coming from Arvin Meritor, AAL is poised for big growth. After four years of stagnation the stock price may shoot up a hell lot on the near future.Watch out for this ancillary bet.A good safe stock to own.

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