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Monday, October 5, 2009

Sunshield Chemicals Ltd and Ruchira Papers Ltd:Future growth outlook and prospects,buy/sell?

1)Scripscan:Sunshield Chemicals Ltd

Story:Sunshield Chemicals manufactures ethylene oxide condensates, ethyoxylate, styrenated phenol, aminic antioxidants and emulsifiers.It caters to diverse sectors including agrochemicals, fertilisers, paints, textiles, petroleum, lubricants, rubber and polymers.Sunshield Chemicals supplies to multinational companies such as Bayer India, Owens Corning India and Ciba Specialties Chemicals India.The company enjoys locational advantages on the raw material front.However, captive consumption of ethylene oxide and consolidation in the sector means pricing power of suppliers is high.In November 2005, Sunshield Chemicals entered into a five-year global supply agreement with Altana Chemie of Germany for the supply of tris hydroxy ethyl isocyanurate (THEIC), which is used in the manufacture of wire insulation enamel.The company plans to substitute its imports from China by integrating backwards to produce cyanuric acid — a key input in the manufacture of THEIC. Sunshield Chemicals operates on moderate margins.Negative cash flow continues to remain a cause for concern.It a wide spectrum of user industries and an attractive client list.The coming quarters numbers should dictate its future price trend.A hold as of now.

2)Scripscan:Ruchira Papers Ltd

Story:Ruchira Papers' manufactures kraft paper, which is largely used by the packaging industry.With a slowdown of capacity additions in the textile industry revenue growth from this segment is expected to be sluggish in the medium term. The company operates in a raw-materials intensive business.The company enjoys locational advantages as it is situated near the hub of agricultural activity.With the governments focus on education and scope for improvement in literacy levels, revenue growth prospects appear to be bright. The company proposes to use the same line of inputs that it uses for its kraft paper business — agri-waste.The company"s foray into the writing and printing paper segment couple of years back should augur well for it going forward.The company plans to sell the size — free paper to local players in the notebooks business.Valuations appear moderate but the high leverage proposition that the company has adopted, however, is a cause for concern.Ruchira too would be a hold as of now.

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