Get Magazines for free

Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

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.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Thursday, July 14, 2011

Usher Agro Ltd:-Buy/sell/,growth prospects and recommendation,news and results,target price and analysis,views and outlook,multibagger

Scripscan:Usher Agro Ltd
Code:532765
Cmp:135

Story:Usher Agro Ltd., an agri-food processing company, engages in the engaged in milling and processing rice and wheat products in northern India. The company offers raw rice, parboiled/steamed rice, and brown rice, as well as husk. It also provides wheat products, such as R-Atta, rawa, suji, chakki Atta, wheat flour, and bran. The company offers its products under the Rasoi Raaja brand name.Usher Agro exports its products to the Middle East countries, such as Dubai, the United Arab Emirates, Saudi Arabia, and Oman, as well as Iran, Kuwait, and United Kingdom. The revenue contribution from exports last year was ~Rs 200mn and this year its poised for Rs. 600mn.Usher Agro’s strength is its presence in both the segments, namely Rice and Wheat.No other company in the organised sector has a presence in both, Wheat and Rice.Wheat is a Rabi Crop and Rice is a Kharif crop.It grows Rice on the same field after harvesting Wheat and vice versa. Moreover, it has an edge over other players as its strategically located at Mathura in U.P. and Buxar in Bihar.Usher’s operating margin is set expand to 14.6% in FY12E with commencement of its bio-mass based power plant. Usher Eco Power,a subsidiary of Usher, is planning to set up the 16 MW husk-based power plant in Chhata (UP).This is likely to help Usher attain higher integration, enabling it to process the husk by-product obtained in rice milling, aiding margin expansion.The management guides for commencement of the power plant by this July 2011 itself. Of the 16 MW capacity, Usher expects to use ~5 MW for captive consumption and sell the remaining as merchant power.It is further adding 50,000 tonnes Wheat milling capacity.Usher is also putting a Silos complex, for storing the raw material.The company has recently commissioned 3 lakh tonnes in March.With the new capacity expansion, next year (FY12) its targeting a turnover of Rs. 10bn(accounting period is July to June).The company is confident of posting more than 50% growth in the topline after that.Given strong revenue and profit growth prospects over the next three years,backed by scale-up of capacities,Usher looks in good shape at current levels with attractive valuations.The company has rallied up a lot in the last few months and thus warrants a buy at sub 110 levels.

No comments:

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner