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Tuesday, September 15, 2009

Kesar Enterprises Ltd:Is it a buy/hold or sell?

Scripscan:Kesar Enterprises Ltd

Story:Why to invest in shares of Kesar Enterprises Limited?
1) Sector: Sector is turning positive after 3 years because:
a) Supply is diminishing due to draught and wrong government policies in India.
b) Regular increase in demand year after year thereby putting a pressure on supply, resulting in adjustment of sugar prices.
c) Little scope for increasing supplies in next one year.
d) Sugar prices adjusting in parity to other agricultural products.
e) As per market, prices have gone up by more than 60% in last one year.
2) Company: Growing with vision
a) A reasonable management of Kilachand Group, known for its goodwill in executing the projects.
b) Regular expansions and technology up gradation even at a time of crisis in sugar sector.
c) Strong vision for the future.
d) A dynamic approach.
3) Fundamentals:
a) Earning growth with upward trend on lower equity base.
b) A company with 3 Dimensional growth such as Sugar + Storage + Distillery.
c) Current real value of Sugar and its by product industry would be more than Rs.400 Cr. Therefore, in our view the market
capitalization of the company is 1/10th of the actual value.
d) In coming years company will focus on sugar, spirit, storage, agro seeds and power which will create and unlock value for
share holders.
e) Good distribution policy and benefit to share holders.
f) Little chance of losses as price of share is almost equal to book value and sector is in rising mode.

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