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Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

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Monday, December 21, 2009

Consolidated Construction Consortium Ltd:Buy/sell/hold,growth prospects and recomendation,news and results,target price and analysis,views and outlook

Scripscan:Consolidated Construction Consortium Ltd
BSE code:532902
cmp:405

Story:CCC undertakes turnkey building contracts for corporates, infrastructure and realty players and the Government. The company cannot be termed as an infrastructure or real-estate player and can be better defined as a pure construction company that offers a wider range of services. The company has clients in sectors such as IT, manufacturing, retailing and education.The profile of CCC inspires confidence as it is primarily into a business with lesser risks and uncertainties than are typically associated with infrastructure and real-estate players. For instance, the company does not face risks related to buying or developing land or any slowdown in the infrastructure order-flow from the Government.No doubt, the margins for a pure construction player may not be as lucrative as the others in the industry.However, higher volume of business could make up for this. Infrastructure and real estate companies are holding huge orders that need to be executed and the likes of CCC are likely to benefit from this. CCC could also benefit from higher corporate capital expenditure outlays.CCC’s diversification in terms of business, client mix and geography points to a well thought out model to mitigate risks.One, although CCC’s current order-book is concentrated in the South,it has been making headway in States such as Rajasthan, Himachal Pradesh and Delhi. Two, in terms of client mix, the company has a healthy variation of clients from various sectors with almost 40 per cent of them turning in for repeat orders. Three, the service/product mix, although tilted towards core construction, has a healthy sprinkle of mechanical and engineering services and interiors.With the company further investing in its subsidiaries, the allied services offered by it is likely to emerge as value-adds for improving the operating profit margin.Four, the company does not depend so much on business from the Government (which is about 16 per cent of order-book), thus reducing the risk of any slowdown or stoppage in projects due to delays.Five, fixed price contracts at about 12-20 per cent of current orders means that the rest of the projects are likely to enjoy price pass through for any raw material hikes.Bright growth prospects, backed by demand for quality construction contractors, strong management bandwidth and an order-book that lends visibility to earnings growth over the next couple of years are positives for the company.Investors can safely accumulate the stocks for long term gains.


Regards,
ARUN
I can be reached at:arunanalyst@rediffmail.com

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