Dynemic Products: The name behind colors of modern life

Dynemic Products: Rerecommendation

Dynemic Products Ltd. is an ISO 9001:2000 & HACCP Certified Company. The company is one of the major manufacturer and exporter in India, offering complete range of Food Colors, Lake Colors, Blended Colors, FD&C Colors & Dye Intermediates.

Dynemic believes in continuous development by incorporating the latest technology to achieve better quality. Dynemic's colours are 100 % safe for human consumption and as per international standards. 

Manufacturing facilities include two well equipped plants spread over 50000 Sq Mt of area. Plants are HACCP (Hazardous Analytical Critical Control Point) & ISO 9001:2000, ISO 14001 (Environment Management System) certified.

From inception, The company has laid emphasis on eco-friendly process development for food color and lake colors etc., with high yield and minimum waste & emission levels.

The food colors manufactured by Dynemic Products have variety of Applications such as:

1) Confectionary

2) Beverages

3) Proceed Food

4) Bakery Products

5) Dairy Product

6) Pet Foods

7) Pharmaceuticals

8) Cosmetic & Personal Care Products

The detailed product level application can be found here:

http://www.dynemic.com/application.html

The industry is pollution prone, hence company had installed MEE for treating the effluent generated by both the units as per GPCB norms. This was the major reason, why company saw a decline in net profit last year. But that is past now. They will get benefited going ahead, as there are plenty of companies in their competition, who have not yet installed the same.

At current CMP of 45, it is very attractive to have it in your portfolio. The P/E ratio is 4.9 as compared to industry P/E ratio of 12 which reflects undervalueness. I recommended this stock at 28 and again recommending to buy at dips. The company has been paying dividends regularly and their growth is also superb. The debt is also not that much. The promoters have been accumulating this stock recently which is a very positive sign for the stock. Please do your own research before investing.

Hidden Gems

Granules - a real multibagger (Re-recommendation)

Granules India Limited is a fast growing pharmaceutical company with world-class facilities for APIs, PFIs and Finished Dosages, serving customers in over 60 countries. We are committed to excellence in manufacturing, quality and customer service. We are headquartered in Hyderabad with offices in the U.S., U.K., Colombia and China with manufacturing facilities in India and China.



Products: They have focused on a core portfolio. This specialisation enables us to offer an optimal blend of high quality products at competitive costs. They offer products across the value chain comprising APIs, PFIs and FDs.
Scale: They possess the largest PFI facility in the world with an industry-leading batch size of six tons and one of the largest single-site FD facilities in the world. They also have among the largest API capacities for the regulated markets for our respective products.
Quality: Their facilities cater to the demands of quality-conscious customers. Their facilities meet the requirements of some of the most stringent regulatory agencies in the world including the U.S. FDA, MHRA, EDQM, TGA and others.


I recommended granules at 180 and again recommending it at 550. At CMP, the P/E is 14 against the industry P/E of 26 with an EPS of  around 40 which is expected to increase at higher levels. The company is only struggling with their higher debt which is also taken care of by the company at regular intervals. Recently, company has released a lot of shares through pledge which has helped in minimizing debt to an extent. The future of the company looks very bright and this stock is very good for long term. Please do your own analysis before entering this stock.

Capri Global

Capri Global Capital Limited (CGCL) is a leading Indian Non-Banking Finance Company (NBFC) operating since 1997. The company is registered with Reserve Bank of India (RBI) and listed on both the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE). At CGCL, we are proud of our lineage and have since inception, achieved significantly commendable milestones as we move towards our objective of strengthening our position as “India’s leading NBFC”.

As part of our business activities, CGCL is predominantly focused into Asset Financing and Lending business. The Wholesale Lending Business segment provides specialized and holistic solutions to Indian corporates helping them build and grow their businesses with initial funding, mezzanine financing, acquisition financing etc. We focus on products in the structured credit space backed by adequate collaterals and cash flows to build a secured and quality wholesale lending portfolio.


Prior to 2012, CGCL offered financial solutions related to Debt Advisory Service and has to its credit transactions close to INR 50,000 crores in debt advisory space during FY2009 to FY2011. In October 2010, CGCL successfully completed a Qualified Institutional Placement (QIP) and raised INR 445 crores thereby foraying into Asset Financing and Lending business. We successfully attracted investments from Wellington Management Company LLP, Morgan Stanley, Fidelity, Goldman Sachs, etc



At CMP of 150, the company is trading at P/E of 7 whereas industry P/E is 23. The EPS is 23 which is exceptionally good, and the company is also debt free. Initially, the company's name was Money matters and after going through a very dull face, the company was acquired by a Canadian company. The way they have comeback is superb and it is expected to go higher than their peak point before the fall. The results have been superb constantly and the dividend is also paid regularly. Please do your own research before investing in it.

Hidden Gems

Basant Agro Tech Ltd.

Renowned philanthropist 130 years old "Bhartia Group" Akola (India) and international business tycoon Mr. C.L. Jhunjhunwala were instrument in the inception of Basant Agro Tech (I) Ltd with its public issue in 1990. From then on, skilled entrepreneurship and advance manufacturing techniques ensured the company growth exponentially. The company has constantly been giving dividend to its shareholders.

Presently, Basant Agro Tech (I) Ltd., has a multi-product portfolio which includes various grades of fertilizer, seeds and agriculture inputs. Not only have we set up manufacturing and processing plants in Kaulkhed and Kanheri (Akola), but also boast of a Research and development centre at Kaulkhed recognized by Govt. of India.

They Manufacture fertilizer & Seeds with plants located at many places with good capacity.

The company is trading at CMP of 7.5 and is looking very good for long term. The P/E ratio is 4.6 as compared to industry P/E ratio of 10 which reflects undervalueness. The promoters are also increasing their stake in every quarter which shows their confidence in the company. The company has paid dividends regularly and has performed consistently well. The government may also favour agri based policies which may boost the stock more. Please do your own research before investing in the stock.

Hindustan Media Ventures Limited

The Company was incorporated on July 9, 1918 under the Indian Companies Act, 1913 as a public limited company under the name 'The Behar Journals Limited' and received the certificate of commencement of business on January 14, 1919. On November 17, 1987 the name of the Company was changed to 'Searchlight Publishing House Limited' to reflect to make the name of the Company more in consonance with its publication, 'Searchlight'. Subsequently, the name of Company was changed to its present name 'Hindustan Media Ventures Ltd.' to reflect the expanded business activities intended to be undertaken by the Company and to be in consonance with the prevailing industry trends and a fresh certificate of incorporation to this effect was issued on November 11, 2008.

At current CMP of 160, the company is trading at P/E of 11 compared to industry P/E of 17. The EPS of the company is 15 which is at higher side and the company is doing really good. Their results have been consistently outstanding and they are trying to expand constantly. Their debt is negligible and their net profit margin is relatively high as compared to its peer companies. Please do your own research before investing.

Hidden gems

Kakatiya Cement Sugar Industries

Kakatiya Cement Sugar & Industries Limited (KCSIL) earlier known as Kakatiya Cements Limited (KCL) was incorporated in the Year 1979 for the manufacture of Ordinary Portland Cement. The Company was promoted by Shri P.Venkateswarlu, a reputed Civil Contractor with equity support from APIDC. The installed capacity of the Cement Division of the Company was increased over the period from the initial 66,000 tpa to 1,98,000 tpa to 2,97,000 tpa at present, whereas that of the Sugar Division is increased from 2500 tcd to 3200 tcd at present.

For over two decades, Kakatiya Cement has met demands of the core sectors of the country with its quality cements. Whether it is concreting Railway Sleepers, cementing Oil Wells or shaping dream houses. Today Kakatiya Cement is a reputed name in cement Industry.

The company has current market cap of 106 cr. and negligible debt of 3 cr. The results have been constantly good and now Modi in power, policies will be focussed on improving infra sector which will be a boost for this share. The P/E ratio is 12 compared to industry P/E of 22 which shows the potential of the share to go up. The company has also paid dividends regularly. At current market price of 124, it is a good buy. Please do your own research before investing in it.


Talbros Auto

Talbros Automotive Components Ltd., the flagship manufacturing company of the Group was established in the year 1956 to manufacture Automotive & Industrial Gaskets in collaboration with Coopers Payen of UK.

Today, after 50 successful years, Talbros stands proud and tall as a mother brand of gaskets, steering & suspension components, stampings, rubber products and forgings.
Talbros Group has strong partnerships formed with global giants. Notable among the joint venture partners are Affinia Group – USA, Sanwa Packaging - Japan and Interface Solutions - USA.

The largest OEMs like Ashok Leyland, Bajaj Auto, Cummins Group, Eicher India, Escorts Group, Force Motors, General Motors, Hero Honda, Honda, Hyundai, John Deere, Mahindra & Mahindra, Maruti Suzuki, Suzuki, TAFE, Tata Motors, Tata Cummins, Simpsons and international corporates like Affinia Automotive are their proud customers.

At current market price of 83, the company is trading at P/E ratio of 7 and industry P/E is 29. The EPS of the company is 12.77 which is good. The promoters are buying the stock in huge volumes. The results have been good constantly with profit increasing each time and the dividends are also paid regularly. The debt is little bit on higher side which is the only negative point of the company. It can be bought at CMP for long term. Please do your own research before investing.

TCPL Packaging

TCPL Packaging Ltd is one of India's largest manufacturers of printed folding cartons.
Today, TCPL Packaging operates at six manufacturing units, three in Silvassa, two in Haridwar, one in Goa. All the plants are ISO 9001: 2008, ISO 22000 : 2005 certified and are also compliant with BRC/IoP Global Standard-Packaging Issue 3, which is suitable for direct food contact. In addition, plants at Silvassa and Haridwar are also FSC certified & SEDEX Compliant.
TCPL is one of the largest exporters of printed cartons from India. It regularly caters to consumers in countries like UK, The Netherlands, UAE, Bangladesh etc.
Exports constitute about 22% of TCPL's annual revenues.

TCPL manufactures following range of products:
Printed blanks & outers, Folding cartons, Litho Lamination, Plastic cartons, Blister paper, Shelf ready packaging.

Industries Served:
-- Liquor
-- Food & Beverages
-- FMCG
-- Pharma

The company is trading at CMP of 120, with EPS of 14.37 which looks very good. The P/E ratio is 8 v/s Industyr P/E of 21 which means it ie very undervalued. The results have been constantly good and dividends are paid regularly. The company has high debt, but its acceptable as it is a part of business model. It may follow Manjushree Technopack and may go to new heights. Please do your own research before investing.

Hidden Gems

Manjushree Technopack: Re-recommendation for those who have not purchased it

Founded in 1977 by Vimal Kedia, Manjushree started as a small umbrella manufacturing unit in Guwahati, Assam and thereafter in 1984 forayed into manufacturing of flexible plastic packaging. Manjushree came up with its first IPO in 1995 in order to raise funds for establishing its PET bottle manufacturing unit in Bangalore.  Today, Manjushree is the largest converter of PET and Preforms in India with an installed capacity of 80,000 MTPA and caters to the packaging needs of a large section of the FMCG fraternity. Besides PET, Manjushree also manufactures Oxygen Barrier Retortable Multilayer and Stretch Blow Moulded bottles - both of which were brought into India for the first time by Manjushree.

Industries Served By Manjushree Technopack:
- Tea & Coffee - Pharmaceuticals - Confectionery - Fruit juices - Aerated Beverages
- Liquor - Sauces & Ketchups - Household cleaners - Pickles - Health Supplements
- Mineral water - Promotional items - Spices

At current market price of 280, it is still undervalued as company's P/E ratio is 14 whereas industry P/E is 23. The EPS of the company is 19.48 which is very good. The company has paid dividend regularly. Recently, the chairman and MD of the company acquired the stock in very huge volumes which is a good sign. Please do your own research before entering this gem :)

Ganesh Ecosphere

Ganesha Ecosphere Ltd. is a widely held Company listed at BSE, engaged in the recycling of post consumer PET bottle waste into Recycled Poyester Staple Fibre (RPSF).
Incorporated in 1987, with an initial installed capacity of 391 TPA and 360 TPA, respectively to produce Dyed & Doubled Yarn, it diversified into the business of PET Recycling in 1995. GESL today, is the largest player in the RPSF industry, with a total installed capacity of 66600 TPA.
The Company has two units located at Kanpur (U.P.) and Rudrapur (Uttarakhand), which consist of latest technology.
As a reflection of our International Quality Standards, GESL holds ISO 9001:2008 certification for the manufacture and supply of RPSF.

Their vision is to become a Global Corporate citizen committed to recycle every PET bottle which is thrown into waste with world class recycling facilities and to create wealth for our stakeholders through conducting business around social and environmental concerns.

At CMP of 75, the stock is really undervalued. The P/E ratio of the company is 5.01 whereas industry P/E is 15 which reflects the undervalueness of the stock. The EPS of the stock is 16 which is at a higher side. They have paid dividend regularly and have performed consistently. Please do your own research before entering this stock.