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Sunday, February 15, 2015

Dhanuka Agritech Ltd:-The next bluechip in the making

 Recent recommendation to paid members:-

Stock idea:-

Scripscan:Dhanuka Agritech Ltd
Listed on:BSE (507717) & NSE (DHANUKA)
Expected Returns:56%
Investment Horizon:12-18 months
Portfolio Allocation:5%

The importance of ‘crop protection industry’ for an emerging country can be understood through these factual statements well mentioned in the annual report:

a) mammoth population of which a major segment is deprived of food,
b) second largest farmland, but, with lowest yields
c) Rs.2,50,000 crores worth of crops is destroyed every year by the pests.

Thus, the crop protection industry plays a very crucial role in the primary need of the country; ahead of any other thing including construction, infrastructure, transportation, logistics, etc.

Company: Dhanuka Agritech Ltd., a 30-year old company, commands a moderate market share of 6% of India’s plant protection chemical sector, but it has outpaced the industry for the last four consecutive years. The company is indulged in manufacturing and marketing of agro-chemicals like herbicides/weedicides, insecticides, fungicides, miticides, plant growth regulators or stimulators in various forms – liquid, dust, powder and granules; that entails a range of over 80 brands of Dhanuka products. It has a pan-India existence with its nationwide presence, a network of more than 8,000 distributors or dealers, over 40 warehouses spread across the country; selling to over 75,000 retail spots scattered throughout the country. The company which has technical tie-ups with leading 4 American, 5 Japanese & 2 European companies reaches out to more than 10 mn farmers, their target customers, with its eco-friendly high-quality crop-care products. The company has manufacturing facilities at Gurgaon (formulations), Udhampur (liquids and powder), Sanand (country’s second largest installed capacity for granules facility and one of the leading dusting powder facilities of the country). The company also expects to commission an automated Rs.50 crores plant in Rajasthan to treble its powder and liquid manufacturing facility during Q4 FY15; with an installed capacity of 25,500 KL of liquids and 7,100 MT of wettable/soluble powder.

The company has a state-of-the-art, a Ministry of Science & Technology, Government of India recognized R&D center at Gurgaon and another one at Jalundhar with a strong, reputed team of over 30 senior scientists; having liaisons with Indian Council of Agricultural Research, State Agricultural Universities, National Agricultural Research Institutes, Krishi Vigyan Kendras, Central Insecticides Board & Registration Committee. Moreover, the company, besides engaging prominent professionals, also engages over two thousand ‘Dhanuka Doctors’ as per need temporarily every year, for working closely with farmers on the field including field demonstrations, educational campaigns and group meetings, circulation of product & technology literature and workshops & seminars.

Business: The intensive marketing network and innovative marketing strategies penetrating the rural interiors, improved farm income, rising awareness about the cost-benefit tradeoff of agro-chemicals, wider range of products along with the solutions for almost all problems related to crops and international technical tie-ups have led the company to register healthy growth over the last few years. The factors such as guaranteed minimum prices which have rejuvenated the farmers’ interest in agriculture has resulted the price-rise for the majority of crops in the past four years giving thrust to rural incomes. According to the data provided by the company, India is world’s lowest consumption levels of agro-chemicals; Indian farmers consumes ~0.5 kilograms per hectare as compared to much higher consumption in other countries such as Japan (above 10 kgs), Netherlands (above 8 kgs), France and Italy (above 4 kgs) and Germany, Austria, US and Pakistan (above 2 kgs). In addition, though India has higher percentage usage for insecticides, the country lags behind in fungicides (16% as compared to 26% globally) and herbicides (20% as compared to 48% globally). The rising farm labour prices are lifting herbicides demand thereby replacing manual weeding and Dhanuka with the strong herbicides portfolio would be the biggest beneficiary.

Growth & Outlook: Over the past 3 years, the leading agri-company’s top-line has grown at a CAGR of ~15% to Rs.738 crores in FY14 while the profits have grown ~22% annually maintaining a return on equity of ~29%.During the current year, the Management expects ebitda margins to expand 50-100 bps on account of higher excise refund duty from Udhampur unit and restricting the advertisement budget however, monsoon has been bad this year especially in critical crop growing areas like Punjab and Haryana. Accordingly, the agrochemical industry is facing a challenging time and growth might be subdued. Nevertheless, the leadership position, the widely penetrated distribution network, the stable profitability, virtually debt-free status, low working capital requirement, healthy operating cash-flows and consistent dividends makes it an absolute long-term investment candidate. The Modi Government’s thrust on Agriculture gives a silver lining to the future prospects of the companies like Dhanuka Agritech. We also remain optimistic as the company has launched a couple of new products this year and is all set to launch a few more in FY16 and FY17 which will start contributing materially to the top-line in coming years.

Recommendation:Going forward,we expect the revenues to grow at a CAGR of ~15% to cross Rs.1,100 crores in FY17 and considering the same margin profile, on a conservative basis, despite having scope of a further improvement we expect the profit after tax to be around Rs.144 crores. Assigning a target-multiple of 28 we derive a market cap of Rs.4,034 crores reflecting a 55% upside from current levels, suggesting a target price of above Rs.800 over the next 12-18 months.

BTW:For different stock market related services,rush a mail at my mail id to know more about it.

BTW:For different stock market related services,rush a mail at my mail id to know more about it.

Note: The above is not a research report 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 dhanuka in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments


Anonymous said...

Hi Arun ji
What is your view on
1.Associated Alcohol and Breweries Ltd
2.Vinati Organics

Suranjan Sarkar said...
This comment has been removed by the author.
Anonymous said...


Whats your view on Fluidomat results?

Anonymous said...

Whats your view on IFGL??

Why is it running so low???

Anonymous said...

Dear da,
Your views on camson bio, Rico auto, n aditya birla chem

Kunal Agarwal said...

Hi Arun,

Please if you could suggest whether a fresh buy can be made in the following stocks? I want to make a core portfolio buying them.

1) Asian Granito

2) Mold-Tek Packaging

3) Mindteck

4) Sunil-hi tech Engineers.

If you could also tell me about their future CAGR and growth prospects..

Vaibhav Rane said...

Hey Arun , as you must be aware that Mr Modi and Mr kejriwal both are bullish in making India a solar country . Which stocks would u recomend in this sector for long term say 15 -20 years ?

What's ur view on :-
1). Indo solar
2). Surana solar

Ashiq mehraj said...

Sir please your view upon orchid chemical .aksh opti .kesoram .Phillips carbon .pennar Ind.and dish TV sir which stocks I hold and which I sell thanks

Anonymous said...

Arun, what is your view for people who lost their hard earned money in concurrent infra?

Anonymous said...

please share your views on mangalam cement, lumax auto tech & kirloskar ferro please.

sammin22s said...

Hi sir..view on mirza international and suven pls

Angsuman said...

What's your view on Shilpa Med now? Anything has changed?

bhanu murty said...

Can we enter Bharat Forge now?
How about Morepen ?
Shall we exit IFGL?
Any suggestion on Nucleus Software?

sridhar said...

Hi Arun , Will the defence sector be a good bet or will it turn out again like what infra stocks did last year? Need ur suggestion as I would like to stay away unless some scrips are compelling buy. Need ur advise please.


Anonymous said...

Hi Arun,

what are your views on Lincoln pharma and pochiraju ?

Anonymous said...

What's happening with concurrent?
Are you going to refund money?

Anonymous said...

Your view on siti cable

SauriN PateL said...

View on Asian granito. .

Anonymous said...

Sir needs your guidance on richa industries,narmada gelatin,nilkamal,raymond,man infra,cipla

darshan chandra said...

whats ur view on fluidomat at 255 after result

Anonymous said...

R u going to suggest book loss in ifgl or still there is anything for this stock


sir do you see any future for punjloyyd as investment?


sir do you see any future for punjloyyd as investment?

Anonymous said...

Dear Arun,
Sanghi and fluidomat not participating in rally. When we expect participation from them?

Anonymous said...

Sir, can you post mayur uniquoter q3 conference call transcript? From where I can get this.

smartstudnt said...

Sir is Kilitch Drug a classic case of undervaluation as performancewise its profits and turnover has already doubled compared to LY within 9 months of CY, it has cash bal of Rs30/-share and reserves of more than 100cr. company did well between 2008 to 2011 and then sold its few plants to multinational and paid 300% spl div to shareholders in 2012 now since last few quarters growth is also good also no debt no pledge promoter stake 65% with good management so then why stock should be at 35 when markets in bull run? have i missed some aspect pls guide and can it atlst appreciate to one third value of CMP Anuh Pharma

Anonymous said...

Sir plz suggest some stock from pharma,auto,logistic,infra and fmcg sector.

Vikram Gunda said...

Hi Arun,

You mentioned few times that NIIT is always overlooked by market.. But when we look at the financials, the OPM has coming down every year from 2010. Losses are also increasing. Recently Kotak also came out with recommendation to reduce exposure to NIIT.
Can you please let us know why you have conviction in NIIT?

pranjali upadhyay said...

INDIAN BENCHMARKS are expected to open on flat note today tracking a subdued trend in Global market. SGX Nifty is trading 13.00 points lower.

Stock Cash Premium Tips

ShodhanNV said...

Hi Arun, whats your opinion about free fall of Ahmednagar forging since last 3 months when other forging companies are making new highs continuously ?

jatin shah said...

Hi Arun
Your view on Amarjothi spin at the current level ?

jatin shah said...

Hi Arun
Your view on Amarjothi spin at the current level ?

Anurag Verma said...

Hi Arun,
Pls advice on SKM Egg pls can I add more

srikanth said...

Hi Arun your view on

1)sudar industries
2)dynemic products
3)il and fs engineering
4)harrisons malay
5)gujarat automotive gears
6)hindustan tin works

Anonymous said...

DHP india corrected from 180 to 118, is it right time to enter, how is the future?

kuheli said...

You said Godrej group companies will grow at more than 20% CAGR. I have started monthly SIP for Rs. 10,000 in Godrej Consumer Product for 20 years from this month. As I am interested in Index shares only, do you see I am on the right track? If not, suggest me one index share which has potential to grow at more than 20% CAGR. Thanks

kuheli said...
This comment has been removed by the author.
Arun Mukherjee said...

1)This is a very classic bull market which is paying high premium for high quality companies and for sectors where tailwinds are blowing,logistics,housing finance companies,affordable housing realty companies etc.Anything which is cheap must have some thing negative which we are not aware off.Avoid them too.Load up stocks like tv today,godrej group companies,asian paints,thomas cook,the dhanukas and the kesars of the world,fluidomat and so many which I have suggested earlier.Dont buy any penny priced stocks or stocks which are much popular in public forums.Opt for quality even if its coming at a premium.Avoid the likes of dr datsons,sudar,sharon bio of the world.

2)I dont like camson bio.Not following aditya birla cem.Rico's fate depends upon its consistency.

3)Dont make a core portfolio with small caps.Buy the high quality ones for making a robust long term portfolio.

4)I like orient green which is not a solar play though.Watch out for the loan providers.

5)I would avoid orchid and aksh.Rest should do well.

6)Mangalam and lumax would have a good 5 years period.

7)Always been bllish on suven.I preffered relaxo to mirza.Not at this levels though.

8)Shilpa would create a lot of wealth in coming 10 years.Highly overvalued for short term though.

9)IFGL management guided steady growth for coming years.Stock to perform once steel cycle picksup.

10)Ahmednagar looks terribly cheap.So again as said cheap means somethin wrong in a roaring bull market.

11)Not tracking morepen,bharat forge is a giant of a company with a great future.

12)I like premier explosives as far defence stuff is concerned.

13)Not following lincoln.A good mate of mine bought 5 lakh shares of pochiraju.Yet to have a look at it.

14)Digitization would pave way for media wealth creators.Siti cable should do well.

15)I prefer nilkamal from the list.Nilkamal was also recently recommended to paid members.

16)Fluidomat is your next hawkins.An amazing monopoly play.One of my hot favorites.

17)Avoid anything with high debt,so punj loyd and others should be kept for others.

18)Sanghi is a 4 bagger and fluidomat is a 6 bagger in last 12 months.Dont expect them to perform everyday.

19)I used to follow kilitch but as you mentioned once they sold the cream aspects,I deleted it from radar.Would have a look soon.

20)Stock market is a place which discounts future and not past.NIIT's network and brand cant be replicated by others.Look at the deals which is happening in the UK and the USA.Dividend yield of 4% was too good to be true as it recently hit 39 bucks.Would soon post niit's note in the blog.

21)Godrej group is highly ethical and visionary with robust corporate governance in place.They would always make 10x in 10 times.So you should make 100 times in coming 20 years.

22)DHP would find it hard to scale up.When I recommended at 30,the first quarter just shown up huge growth which was expected to continue for some more time.The base has got burlier.Let see how things pan out.

23)Sudar is a crap company with a pathetic cash flow figure.Reported profits are just entries.I don't like hind tin and others either.

24)SKM has been a 25 bagger since my recommendation at 7 bucks,4 years ago.Management is optimistic of continuing the performance.

25)Some of my buddies are pretty bullish on amarjyoti.Will know the reason and tell you in the next post.

Anonymous said...

Pl share u r view on ashok Leyland,city bank ,suzlon energy n subros

Anonymous said...

Please advise some stocks with 25% cagr..i want to invest monthly from my salary

kuheli said...

Sir, Which will be better option for SIP for next 20 years
1.Nifty bees or
2. Godrej Consumer product?

Dinesh Potdar said...

Arunji what s your opinion on acrysil india ldt. & HSIL ? which is better for long run.
Also comment on Capital First, Goderej properties & muthoot capital.
Avanti feeds, repro India, gruh finance & MPS..are they overvalued at present? When to enter these stocks...Regards.

nitish kumar said...

Mr Mukherjee,

I sold Fluido @310 rentered at 270. Already having Sanghi, PFS, GPPL, Snowman, TV Today & DCB...Acquired 400 unit if AllCargo Logistics..with Modi Govt keen to push economy to new horizons..and Ship Ports Logistics Rail Housing being the main element..where one can see Allcargo Logistic standing after 2 to 3 years. Also I want to ask that do you have any coverage on upcoming ipo of Inox Wind..There is lot of buzz about it. Please give suggestions regarding both d topic.


Anonymous said...

Hi Arun,
Could you please tell us your view on Fiem Industries?
Thanks in advance

Anonymous said...

im holding maithan alloys at 200 rs now the stock is falling down shall i hold or book loss

Aseem Khunger said...

Hello Arun

bought following yesterday :

Arrow Textile

Also planning to buy Manglam Ind,Suven,Pochiraju & sofcom.

Would like to know your precious views on them for long run.

Thanking you :)

Eshant said...

Hi Arun,

There is no volume for 'Sanghi Industries' & zero traders. In my IIFL demat account script is showing -100% change.

Any reasons to worry?


deepak sahu said...

Dear Sir

I appreciate your Blog. I like the information you posted on it.

Thanks for Sharing and Keep Sharing
Regards Intraday Tips for Today

vishal said...

Sir,ur views on wanbury ltd?

satishdevata said...

Hi Arun,
I have selected 20 stocks for long term ( atleast 15 years ) . 90% of below stocks are belongs to small cap. Is it fine to go with 15 years and expecting min.of 25% CAGR. OR can you suggest to replace with any other good stocks?

I have a new born Baby girl and these
investment is for her higher education and Marriage.
The stocks list are:

1. Aarti Drugs
2. Atul Auto
3. Canfin Homes
4, DCB Bank
5. FLuidomat
6.Godrej properties
7. Granules India
8. Kesar terminal( KTIL)
9. MCX
10. Polyplex
11. PFS
12. Selan
13. Shilpa Medicare
14, Suven life
15. Tata Chemicals
16. Tata Elxsi
17. TCI
18. TV Today
19. VST Tillers
20. Karur Vysya Bank

Is it realistic to expect 25% CAGR from above stocks if i wait for 15 years. Please suggest i need to replace with any other good stocks?

Milu Sarangi said...

Dear Arun Sir

Request your feed back on foll sh:
GULSHAN POLYOLS: U had recommended this in June at trailing PE of 2. Currently @ CMP of 280 and PE of 8 and a great quarter report, would u still suggest entry in it?

KNR CONSTRUCTIONS: Road contractor. cmp Rs 368 trailing PE of 13, low debt. Your views requested.

J KUMAR INFRA: Road contractor. cmp Rs 530. trailing PE of 17, relatively low debt compared to civil construction sector. Your views requested.

Bishan Basu said...

Hello Arun,
I'd like to know your opinion about Stampede Capital.
They are into a novel segment and the prospect may be very good.
However, not very sure about the fundamentals.
Particularly, I'm not sure about the credentials of the promoters.
Even if you do not track the stock, can you put some comments about their management and promoters?
Dr. Bishan Basu

Anonymous said...

Plz share ur view on
Primaplastics, Cybertech, VidhiDyestuff,Rajooengineers,
Simmonds marshal,Arogranite, Thanks in advance !

Anonymous said...

Dear Arun,
are you still positive on IFGL Refractories ltd?
can we enter in it now?

Nikhil Sulge said...

Sir,what is your opinion on ortel communication ipo. Is it good to subscribe ?

Mohit said...

Hey Arun,

Was wondering if you have any view on Ashok Alcochem - do you feel the current years earnings are sustainable?

sangram surve said...

Your views on zf steering and godavari drugs. Is skm buy at current levels

Anonymous said...

Pl share u r view on spice jet

Nikhil Sulge said...

sir, what is ur views on logix microsystems.

Anonymous said...

Arun da
Your view on budget
Especially power n cement sect n gst effect
Which scrips in your view will get more benefit.

shiva said...

hello arun

is ccl products good for investment

Arun Mukherjee said...

1)CCL products has got a good business model and capacity in place.Company should have a coming good period.

2)Look for the power ancillaries,Sanghi looks good in cement.

3)Logix is getting compared to cardekho for reasons not known to me.Lot of speculation going on.

4)I am wary of debt laden companies operating in unsuitable environment.Spicejet would have a tough time,though the guy who has taken over is a turnaround specialist.

5)Skm thing have answered a lot of times in previous comment check them.I dont track godavari but zf steering is a very class company.

6)Counters like ashok alco are like albatrosses.Be cautious.

7)Am yet to study ortel.Would read it and get back to u.

8)Ya positive on ifgl but acquire it once it moves bit higher.Higher price speaks about clarity.

9)Prima,cybertech,aro granite,vidhi,simmonds are good companies but scalability is a concern.I liked rajoo but somehow not sure why they splitted the FV.I do know where this counters are coming from.Ask that guy to care more about scalability and pricing power.

10)I have seen stampede but hardly much details are available in public domain.Would need to dig more about it.

11)Not fancing morepen when we have the likes of Shilpa medicares of the world.

12)Gulshan poly looks set for a run.Can have a tiny position.

13)When you select stocks for 10-15 years,bet on the bigger ones.They atleast should have a marketcap of 1000crs.

14)We need to give some time to wanbury to turnaround.A company with great products.

15)Your reading is not proper about sanghi.

16)Ashiana is the best one you opted for.What are the reasons for choosing the remaining ones?

17)Maithan is a volatile counter which lacks consistency.

18)FIEM has good prospects owing to its range of amazing LED products.

19)All cargo just like any other logistics play would do well.No idea about inox wind.

20)I would prefer godrej group in place on nifty bees for sip.

21)HSIL,acrysil,cera would continue to buzz.All the other ones are class apart and would keep on outperforming the market.

22)Buy tv today,asain paints,thomas cook,godrej group,daru and others for long term wealth generation.neutral on ashok leyland.

Anonymous said...

Please give your view on Reliance Power. Thanks.

Anonymous said...

Hello Sir,

Please suggest good stocks for 5 to 10 years. Say, I buy these stocks every month like SIP for next few years.


Anonymous said...

Hi arun..just wanted to know wats ur view on itc at cmp 340...considering excise duty hike..

Also when are u going to post note on mayur uuniquoter and niit on d blog??

Anonymous said...

Hi Arun,

What is your view on IKF Technology. I bought 4k shares at high price and I lost too much. Please give your view on it.


Anonymous said...

Hi Arun,
Could you please tell us your view on Vakrangee?
Thanks in advance

jeyaram ramkumar said...

what is your view on shilpi cables?

Anonymous said...

I like cipla,anuh,sparc,ajanta,sun pharma,piramal.
Plz guide me to select 2-3 stocks for the longterm

Anonymous said...

Plz share ur view on Ambikacottonmills, PressmanAdvertising,
Thanks in advance !

Anonymous said...

Hey Arun,

What's your take on usha martin ?

Anonymous said...


Your views on United drilling tool ?

Eshant said...

By seeing your popularity & trust among investors, the day is not far when companies will start contacting you or try to bribe you for the recommendations in their favor.

How are you going to handle that situation bro !

And just out of curiosity may I know what is your ultimate goal after becoming so popular e.g. after getting 1 lakh subscriptions.

sridhar said...

I think operators are already busy in convincing for such stuff as Arun blogged abt his experience with 8K.
Hopefully he would continue the same way at-least to us,Correct Arun?

Anonymous said...

Hi Arun,
Could you please tell us your view on:
1. Lycos Internet
2. Premco Global

Thanks in advance

Anonymous said...

Arun is Apar industries a good story to ow for Long term?

Anonymous said...

Hi arun
NIIT is showing very bad mood. Not understanding the movment. Need your view on NIIT.

Anonymous said...

Hey Arun,

What's your take on Axiscades Engineering Technologies and Intellect Design Arena? Do you expect Intellect to perform well going forward? There has been consistent reduction in debt and boost to payment banking bodes well for the company, I guess.


Anonymous said...

What's ur view on Redington @CMP?

pranjali upadhyay said...

Special Holi Discount offer

Ashiq mehraj said...

Sir please your view upon ILFS investment. Prozone . Green power and ILFS Engenering

Anonymous said...

Dear ARUN sir
Your previous birthday gift to blog readers do wonders
Ratnamani trading around 750 almost 4-5 bagger going like rocket

This time can we expect some seven shot type fireworks
Happy birthday in advance
Waiting for ur birthday call

Anonymous said...

Reco at 150
Had a 52 week high this week 805
So its not a 4 but its a 5 bagger n heading toward 10 bagger (1500)
N in 5 year time may b 100 bagger

Nikhil Sulge said...

Sir,what is your view on istreet networks.

Ganesh said...

What's ur view on MT educare?

Anonymous said...

you had recommended Singer in 2013 and it did well after that. Can it be bought now at the current price of Rs.183 ?

Ashiq mehraj said...

Sir holding green power and ILFS investment manager but I want to buy only one share among them please your view which one I continue to hold thanks sir

Ramesh Raju said...


Ur view on parnax lab ltd i have bought it at 48.

Rikin shah said...

Hi Arun...Which is better Akzo Nobel or Asian paints and why?? ..would appreciate your reply ...thanks

Anonymous said...

Can u please post niit or mayur uniquoter update in the blog for more clarity for readers as u noted stocks which doesn't run in this market means some problem in them.
Kindly clear our doubts.

RIZ said...

Hi Arun,
Your view on Mastek.
I already 50% on it.If there is possibility of further run up I will hold.

Anonymous said...

Hi Arun, please provide your views on concurrent (india) infrastructure (531261)?

Anonymous said...

Arun, what is your view for people who lost their hard earned money in concurrent infra?

Gunjan S Agarwal said...

Hello Arun,

What is your view on Suprajit Engineering?

Anonymous said...

Please suggest some stocks which will grow with 25-50% CAGR.

Urvish Raval said...

Arun sir,
Pl. Throw some light on premco global,its looks good with their expansion plan,low liquidity stock,appreciated 35% within 10 odd It a good bet??

Anonymous said...

Hey Arun,

Your views on Gujarat borosil ?

Bishan Basu said...
This comment has been removed by the author.
Bishan Basu said...

Hello Arun,

I'd like to know your opinion about Agro Tech Food Ltd (ATFL).

The company is a MNC subsidiary. The parent Con Agro is one of the largest companies in food business throughout the world.

They have nice products like Sundrop sunflower oil, Act II popcorn etc.

What do you think about their potential? Is the stock worth buying as long term investment?

Dr. Bishan Basu

Anonymous said...

Arunji please give your view on associated alcholols can this become a good daru.

Anonymous said...

Sir please gives your view on hero moto,shilpa medicare,orbit exports,amararaj batteries.
At cmp which stock should be prefered

praveen said...

Can I buy freshtrop fruit at current price

Supam Das said...

A66e call anebala hay

richard said...

Sir, Please tell us your view about Nelcast Ltd. for Long term. Is it good for investment?

deepak sahu said...

Nice post .... keep posting such topics, they are very informative. Thank u

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Anonymous said...


What is your present view on sharon bio medicine after getting approval from UKMHRA. the company informed bse that uttrakand production will be double in coming qauarters. is it right time to enter at cmp of Rs.22.05

pls advice



Anonymous said...

Arun sir share your views on Welspun Projects & welspun ent Merger news


long time no new idea/ where r ban raha hai OS :)

Anonymous said...

GRUH Finance

Anonymous said...

Hey Arun, what is your take on sun pharma advanced research and suven life science ?

jatin shah said...

Hi Arun
Still awaiting your view on Amarjhoti spinning at
current level of 70

jatin shah said...

Hi Arun
Still awaiting your view on Amarjhoti spinning at
current level of 70

jatin shah said...

Hi Arun
Still awaiting your view on Amarjhoti spinning at
current level of 70

Anonymous said...

Hi Arun,
Please tell us your view on Vakrangee at CMP 118.
Thanks in advance

Anonymous said...

Plz share ur view on Richa industries ? Thanks

Anonymous said...

Your view on microsec fin set
and I street netwrk

Anonymous said...

Microsec financial service

Anonymous said...

Hi Arun,

Whats your view on
1 South Ind Bk
2 Selan Expo
3 Unitech
4 Binani Ind


sridhar said...
This comment has been removed by the author.
sridhar said...

Hi Arun

Hopefully you will be addressing comments more often.


Ashiq mehraj said...

sir your view upon carborundum

Anonymous said...


Anonymous said...

share your views on following scripts and its future prospects:
Bimetal bearing
josts engineering
ISGEC heavy engineering
Ashpura mine chem
Falcon tyres
plethico pharma
bafna pharma
Force motors/swaraj engines/ingrashi motors
marico kaya
morganite crucible
lycos internet
veljam denison
KG Denime
ADF Foods
Bharat Gears
logix micro
edelwise.....please suggest which have potential to grow more than 20%CAGR to hold for long term..

Anonymous said...

can i switch over from infosys to Symphony..???/
which is better for long term???

Jayantha Shetty said...

Kindly share your views on Astra Microwave Products Ltd.

Anonymous said...

Sir, kindly share your views on anuh pharma at current cmp at rs.523

Rohan said...

Why dont you buy Arun sir's subscription for these answers?

Anonymous said...

Guruji , Share ur view on below

2)AVT natural
3)Good luck steel
5)Heritage foods

Vijay said...

Arun Bhai .Hope ur doing well..
Hope ur in best of health.

Pls share ur thoughts on below.

Himachal fututistic
jindal steel and power

Hoping for revival for long term

pruthvi said...

Copper prices have tumbled the most in almost six years.The lower copper prices will benefit the OEM maker lloyd electric , which uses copper as main raw material.

Copper prices are at the lowest point since 2009. this will lead to lower expenses and higher net profit. A save of 10 to 15% saving on raw material price will benefit to the air conditioner manufacturer. if this trend continues for year or two. the air conditioning manufacturing companies like lloyd electric and sharp inida (since i think these are are the tow companies trading at lower valuations compared to others in the industry and i feel they are decent buy at these levels)

Would like to know your view in general on the air conitioner industry?

Do u still see lthese companies moving to higher leves as a consumer product manufacturer and this industry will grow at a higher CAGR.

kindly provide your comment

waht is your view on lloyd electric , is it a good buy for long term?

Anonymous said...

Dear sir, pl advise whether it is profitable to play in f &o in this volatile market .

Honey Agarwal said...

Hi Arun,

Please if you could help me understand :" On what basis the stock price of Orient Bell is trading higher than Asian Granito's price? I understand the demand and supply theory of the market but this valuation gap has been continuing since very long time and we know markets discover the fair price in long term. But the long term has already passed and Asian Granito is a much better stock than Orient Bell in all parameters including future growth. I believe that the differential is almost 100% if you compare the statistics. Please help the investors understand the value in Asian Granito.

Arun Mukherjee said...

First of all really sorry folks for not able to post regularly as got too occupied in the app.Its getting released probably on my birthday,20th of march.You dont need to wait days and months for my answers.All your queries would be answered immediately through the stock market app.

I don't encourage any one of you opting for my subscription.The free blog is more than enough if you read it properly and meticulously.Rather put my fees in good companies and breed more money.Be more passionate about the subject and that will help a great deal.

All the pending queries would be answered now through the app.

Do bless and wish me on my 27th birthday,i.e,20th of march.Love you all.


sridhar said...

Hi Arun, Happy birthday to you in advance . May this year bring more happiness and endless joy

Anonymous said...

Hi sir wish u a very happy n healthy birthday in advance

Rahul said...

Advanced Happy birthday.

Vijay Dobariya said...

Sir, your view about indo borax and chemical which is listed in bse, last 5 years CAGR more than 20% and this Fy eps is more than 50 still it is available at 260. NPM is more than 15 %.

Bhavin Mehta said...

Kindly inform us immediately as soon as you launch your app. Hope it would be for android devices also. Except moneycontrol all apps are junk.
Hope you will beat moneycontrol also,

Prasad p said...


Sanjeev Mangal said...

Dear Arun, Its good to see someone in this greedy market asking not to subscribe. And further amaze to see such attitude at an age of 27.
Wishing you all success and happiness in life. God Bless You!..cheers to life.


Long live

Anonymous said...

Arun bhai...I was ammazed on seeing you the way you r striving to help and to give hints with regarding to also feeling jelous for not having the capability like with regarding to subject nd to give hints to who ever in need.
I just want to know what one shuld do to have such a good knowledge like you.
Thank you and Advance Happy Birthday Arun Annaya.

Dinesh Potdar said...

HBD Arunji. ..In Advance.

Anonymous said...

Many many Happy returns of the day Arun ! Suneetha

Ravi kumar said...

May your birthday and every day be filled with the warmth of sunshine, the happiness of smiles, the sounds of laughter, the feeling of love and the sharing of good cheer......Ravi Kumar

Terry said...

Hi Arun,

Trust you had a great weekend.

Would be really grateful if you could share your expertise on Orbit exports and Star Ferro and Cement.

Thanks and Best wishes

Anonymous said...

your app unable to faund

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