Thursday 28 May 2015

Buy Sahyadri Industries- CMP:71 Target:100+ in 1 year.
Sahyadri Industries Ltd(SIL) is a flagship company of the Patel Group from Pune (Maharashtra, India).Well known for its Swastik brand of Fiber cement roofing sheets .Its an ISO 9001 : 2008 certified, SAP Enabled and BSE listed company. It’s a player in the building material space for over 6 decades now. SIL has pioneered making the double width machines in the world and the templates required for the same.

SIP has plants across Western and Southern India in below location:
1. MAHARASHTRA 2 PLANTS
2. GUJARAT 1 PLANT
3. TAMILNADU – 1 PLANT
4. AP – 1 PLANT.
Production capacity of 45000 MT of roofing materials and 10000 MT of cement boards every month. It has 20 Depots across India.
SIL has its presence across the globe, mainly in ASIA,Africa and America.

SIL has various products like roof cement sheets, Cement Doors, Designer doors and windows, Plain doors, Cement Boards, construction and building materials and Green toilets as a part of Swatch Bharath Program of NDA government. SIL also has its presence in Windmills.
It has a market cap less than 100Crs(68Crs@cmp 71 ), Promoter stake 66.3%, debt ~140Crs and its only competitor is Hyderabad Industries Ltd. Considering its presence in unique domain and fast changing rural and urban infrastructures across India, I feel it has great potential to multiply its sales as well as share price from here on-wards. 


Buy Sanghi Industries - CMP:57 Target: 100+ for next 2 years.
Sanghi Industries Limited (SIL) is the flagship company of The Ravi Sanghi Group dealing in the production and distribution of Cement under the Brand Name "Sanghi Cement".
Sanghi Cement, is produced at one of the world's largest single stream Cement Plant located at Sanghipuram in the Abdasa Taluka of Kutch District of Gujarat State. This plant is fully automatic with state-of-the-art technology from Fuller International, USA and having capacity of 3.0 MTPA. The company produces superior quality 53 Grade OPC and PPC Cement and have revolutionized the way cement is produced and sold in India.
Company is sitting on 1 billion tonne of limestone and had been repaying debt diligently over the trailing three or four years. Sanghi started commissioning a 1 million tonne grinding capacity and looks good to multiply capacity from 3 million odd to maybe about 7-10 million over the next five years.

It has promoter holding of 71% and recently Reliance and Birla Sun mutual funds have invested heavily.


Considering the infra spending central government started and fast urbanization happening around India, there will be a huge consumption of Cement in India for sure. So company is in right direction to create massive wealth for investors.

Thursday 14 May 2015

Buy NCC- CMP:102 Target: 200+ for next 3 years.

Buy Prism Cement - CMP:102 Target: 200+ for next 3 years.

More details will follow soon for these recommendations.