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Saturday, September 12, 2009

Bilpower Ltd and Andhra Petrochemicals Ltd:Future growth outlook and prospects

1)Scripscan:Bilpower Ltd

Story:Bilpower is engaged in the business of manufacturing laminations, stampings, ready-to-assemble cores for distribution transformers and transformer accessories.There is a good demand for the products of the company.It has been expanding capacilities,setting up plants and doing all the required stuff needed to catapult itself in the big league.The robust order book of transformer companies as well as the improving scenario of the power sector in India reflects the opportunities available to the company. The company is all set to capitalize on these opportunities through capacity expansion as well as other inorganic initiatives, as and when they become available.The company is quoting at lower single digit valuations which gives immense scope for PE expansion and capital appreciation in the days and months to come.Looking at the favorable scenario in the power sector in India as well as the future plans of the company, the stock looks under priced and could go up to Rs 200 in the next 6-9 months.

2)Scripscan:Andhra Petrochemicals Ltd

Story:Andhra Petrochemicals Ltd (APL), a group company of Andhra Sugars is into the business of manufacture and sale of Oxo- Alcohols mainly used in PVC, Adhesives, Emulsion Paints, Lube and Fuel Additives, Surfactants, Dyes, Pharmaceuticals, Pesticides, Rubber Chemicals etc.The annual demand of Oxo- Alcohol is growing at about 7%. The per capita consumption of Oxo-Alcohol in India is very low as compared to other countries. Thus indicating the scope & potential for Oxo-Alcohol products and uses.The domestic demand is around 1,00,000 MTs per annum vs. Domestic production of only 45,000 - 50,000 MTs per annum.The other major producer NOCIL has shut down production. There is a continuing gap between domestic demand and installed capacity in the country, which is met by imports. The company has registered more than 100% capacity utilization over past few years thereby achieving increased production and sales.Higher international sale prices following an increase in oil prices and anti-dumping measures will restrict cheaper imports. This will enable the company's increased production and sales and thereby improve its earnings.The company has invested 5.26 Crs. in Andhra Pradesh Power Corp. Ltd. to secure gas based power supply. We expect this will reduce the power cost and enhance the operating margins. The company has benefited by way of energy conservation and improved throughput.At 14rs theres hardly any downsides but chances are it can be a multibagger over the coming 3-5 years.

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