5
Mid-Cap Shares For Wealth Creation
Hindustan Media Ventures
About
Investment Argument
Hindustan has 4 editions and 113 sub editions across the Hindi speaking region and has been re-launched in a New Version. It covers all spheres of news like international, national and local news which relates to politics, business, entertainment, sports and varied general interests
We expect strong growth in both advertising and circulation revenue due to the company’s strong presence in various states. Management has also guided that the company is focusing on improving operational efficiencies to ensure growth of revenue leading to growth of profit
Rural slowdown, due to many competitors entering the market, could impact Risk
Financials
growth in the long run. Company’s expectation of increase in circulation revenue could also not be met FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2012-13
214
597
16
9
24
59
4
1,636
2.7
15
2013-14
214
636
18
12
19
69
3
1,655
2.6
17
Apollo Tyres Apollo Tyres Ltd, is in the business of manufacture and sale of Tyres. The company has four manufacturing units in India, two in Southern Africa and one in the Netherlands and exports to over 100 countries.
About
Investment Argument
Risk
Financials
It offers a comprehensive product portfolio of passenger car, light truck, truck-bus, off highway and bicycle tyres, retreading material and retreaded tyres. Over plantation of rubber and decline in auto OEM demand has kept the prices under pressure for rubber
Apollo Tyres growth prospect is less in the short term considering the company’s capacity constraint, slow demand and competition from competitors providing cheap alternatives FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2012-13
171
13,412
14
21
8
90
2
9,796
0.7
23
2013-14
171
12,726
15
20
8
99
2
9,788
0.8
20.6
Styrolution Styrolution ABS is the leader ABSOLAC (ABS) in India, which is a plastic resin used
for manufacturing of home appliances, automobiles, consumer durables and business machines. It is also a leading manufacturer of ABSOLAN (SAN) which About
Investment Argument
Risk
Financials
is used for products such as lightings, stationeries, novelties, refrigerators and cosmetic packing
As the Automobile and Household industry is expected to grow at a good pace, it will drive the demand for Styrolution’s products. Hence we expect the company to expand at a great pace
The company has been currently impacted by high cost of imported rubber due to expansion plans and by fluctuations in cost of crude oil. Also the demand has slowed down currently FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2012-13
568
826
10
31
19
216
3
1055
1.3
14
2013-14
568
989
10
36
16
247
2
1065
1.1
14.6
Merck
About
Merck is a subsidiary of Merck Group Company, which is located in Germany. It operates both Pharma and Chemical business in India. It supplies high-quality pharmaceutical and chemical products. It is the world’s oldest pharma and chemical enterprise located in 59 countries
Merck is one of the leading companies for innovative and top-quality high-tech products in the pharmaceutical and chemical sector in India. The Pharma business comprises of
Investment Argument
formulations used in area of cardiovascular, metabolic diseases and vitamins. Chemical business comprises of Bulk Pharma Compounds and Specialty Pigments
Prices of key ingredients used in products manufactured by the company remain volatile due to several market factors, including changes in governmental policies and
Risk
Financials
fluctuations in the foreign exchange rates FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2012-13
804
687
15
47
17
291
3
1,415
2.1
16
2013-14
804
798
10
34
24
315
3
1,392
1.7
10.7
Mangalam Cement
About
Investment Argument
Risk
Financials
Mangalam Cement has a total productive cement capacity of 2 MTPA while all the capacity is located in Rajasthan in the northern region. The company sells ~65% of cement in the north while remaining volume is sold in Uttar Pradesh and central region
A presence in favorable regions of North India has helped the company to maintain higher utilization levels. It has completed the expansion plan of cement and clinker capacity. With increased capacity, it should be able to benefit from economies of
scale by improving its margin
There is a risk of lower sales realization in the present financial year (2015-16). Also there is a risk of continued weak prices of cement in the northern region
FY
CMP
Sales
OPM
EPS
PE
BVPS
PBV
EV
EV/Sales
ROE
2012-13
249
631
16
21
12
162
2
725
1.1
13
2013-14
249
706
19
29
9
184
1
746
1.1
15.7
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