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Thursday, September 10, 2009

Windsor Machines Ltd and KCP Sugar & Industries Corporation Ltd:Future prospects and outlook

1)Scripscan:Windsor Machines Ltd

Story:This Thane based Company (earlier known as Klocknor Windsor) is engaged in theproduction of Extrusion Machineries for Plastic Industry. Until last year, Companywas suffering heavy losses due to mismanagement and subsequent inadequateworking capital. Company has completed debt restructuring exercise.For Quarter Ended June '09. Company has made huge turn around with 41.67 cr.sales and 2.46 cr. PAT. Q1 EPS is Rs. 1.90. For 09-10, Windsor is likely to achieve 170 cr. sales and PAT of 11 crs. which will translate into EPS of 8.45. Stock is trading at less than 3x FY10E EPS. Arcil had been holding around 6.50% stake in the co and as per our estimates, has already sold more than 4% in last few days. Once,Arcil selling is over, share price can rise much faster on lower trading volumes. Due to carry forward losses, dividend will not be paid for 2-3 years. However, considering sharp improvement in profitability, share price can go upto Rs. 32-35 in 6 months. Current market cap is just Rs.22 crs.A good buy at dips.

2)Scripscan:KCP Sugar & Industries Corporation Ltd

Story:There is drought in U.P. which may lead to lower crop of sugarcane. However,rainfall in south has been reasonable. As a result, availability of sugarcane in south is expected to be higher which should lead to higher sugar production. Moreover, in U.P., Administered price of sugarcane has become a big headache. In view of same,south based sugar companies may provide betterappreciation. KCP Sugar has reported excellent results for Q1. On sales of 85 crs., PAT is 13.15 crs. Q1 EPS is Rs. 1.16. Sugar prices are continuing their upward march which should enable KCPSugar to achieve best ever results in its history.09-10 EPS can be Rs. 4.50. Price target Rs. 45/- in 6-9 months.

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