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Friday, December 9, 2011

Tilaknagar Industries Ltd:-Paid call to members

Many of you repeatedly in my mail have asked for paid calls and what they will be and all.Now as an amateur and being a social guy I would always safeguard the vested interest of investors than something else.The open blog is a place for me to give guidance.Paid blog is for the one who needs those calls and my bigtime guidance desperately.Anyways here"s an example of a paid member call and the type which I provided just few days back.

btw:Broking members(Members having an online trading account with my firm) by virtue of having a lifelong association enjoys the paid calls for free.

Tilak has had a spectacular rally and ended today at 38 thereby providing a solid 27% return in 5 trading sessions."

Market outlook and stock tip:-Tilaknagar Industries Ltd
Saturday, December 3, 2011

Scripscan:Tilaknagar Industries Ltd
Duration:6-9 months

Quote:A quarter back this company got recommended at 29 bucks and made a high of 36rs.At present its quoting at 30rs and looks good for a solid 40% return deliver candidate for the coming 2-3 quarters.It gives you all-good trading bet/robust medium term return booster/a potential long term multibagger.Under the tough environment it delivered great numbers with management sounding confident to even better it in the forthcoming quarters.

Business:Tilaknagar Industries Ltd. engages in the manufacture and sale of various alcoholic beverages primarily in India. Its products include whisky, brandy, rum, vodka, and gin, as well as Indian made foreign liquors. The company markets whisky under the Mansion House, Senate Royale, BlacPower, Senate, White House Premium, Castle Club, Classic, TI Bachelor Deluxe, TI Golden Chariot, Royal Choice, Hottt Silk, and Shot names; brandy under the Mansion House French, Courrier Napoleon, MH VSOP, Duchess V.S.O.P., TI White House, Master's Doctor, Shot OLP, and Crown Prince names; rum under the Bonking Matured, Black Colt Matured XXX, Madiraa Premium Dark XXX, TI Nigro He-Mans XXX Matured, and Madira Rock XXX Rare names; vodka under the Castle Club Triple Distilled and Classic names; and gin under the Savoy Club Gin & Fresh Lime and Royal Choice Duet names. In addition, it provides industrial alcohols, sugar cubes, and packaged drinking water, as well as diethyl oxalate, an ester of alcohol and acid. Tilaknagar Industries Ltd. exports its products in the markets of Africa, the Caribbean Islands, the Middle East, the Far East, Europe, and Asia.

What I like the most:This company is runned by a young guy of 35 called Mr Amit Dahanukar.Solid visionary neat guy who has completed his masters from stanford university to return back to India to make the company a name to reckon with in the industry it operates in.Its slowly becoming a pan India based player from a south based player.Tilaknagar wants to bring down its dependence on the S. Indian markets from 85% to 65% over the next few years, as well as double its share in the national IMFL market to 10%.It plans to strengthen its presence in the CSD, East, West and exports market. In the CSD market one of its strong brands‐ Madira Rum, has alsogot registered. It is building its whisky portfolio and has re‐launched Senate Royal.Its acquiring companies with good brands,integrating operations to boost margins,going for every possible tie-ups,aggressively expanding capacities in a diversified manner-Tilaknagar is all about class.

Conclusion:I really could have penned a massive report in Tilaknagar but refrained since its all about getting your logic right.You members may well get bore too.So have put the quintessence in the best manner I could possible make.When I see this company available at just 300 odd crs marketcap with 19 million cases capacity, I scream in excitement having the hunch of bagging a massive bargain.When I confirm the ROE of 40% for the company I drool.Rechecking the ROCE at over 20% raises my respect level for the company.The current discount of over 50% discount to the sector leaders like united spirits and radico khaitan is unjustifiable for a comparably stronger growth outlook,better margins and higher return ratios.It should do 45-48crs consolidated profit for fy12 which gives an EPS of rs 4-4.1 on an expanded equity cap of 115crs.It paid a dividend of 80 paisa which should increase in the coming fiscal.A justified PE of 10 times forward helps me to assign a target of 42rs to be acheived in a span of 6-9 months thereby providing a rich capital appreciation of 40%.Tilaknagar is a company which can be bought in a SIP method for huge returns in a matter of 3-5 years.

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