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.
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.
Hi Sir,
ReplyDeleteI bought granules on your recommendation at 540...and capri at 155....both boosted after that.....will follow al your calls from now on...stay blessed!!
Thanks
Ashutosh
Thanks for the appreciation :)
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