Sharda Cropchem Ltd. (SCL) is one of India's leading agrochemical companies, engaged in the marketing and distribution of generic active ingredients and formulations, with a differentiated asset light business model. SCL focuses on product registrations in regulated markets, catering to this demand through supplies from Chinese vendors. It operates in formulations and active ingredients solely based on generic (off-patent) molecules. Exports account for ~95% of the company's agrochemicals sales with EU being the largest market with ~47% of agro-chemical sales in 9MFY17 and a steadily increasing its portfolio of new registrations in the EU/ LATAM, we see strong growth ahead for Sharda (15%/12% revenue/...
Offer for Sale: Company will not receive any proceeds of the Offer for Sale by the Selling Shareholders. Business Overview: Shankara Building Products Ltd (SBPL) is one of the leading organised retailers of home improvement and building products in India based on number of stores, operating under the trade name Shankara BuildPro. It operates 103 Shankara BuildPro stores spread across 9 states and 1 union territory in India (Dec 16). Product Portfolio: Offers 74 products across 19,230 SKUs (as of Dec 2016). It...
Satyanarayan R, Gautam Puri, Nikhil Mahajan, R Shiva Kumar, implemented by us under Government schemes in various States across India, including Gujarat, Jharkhand, Chhattisgarh, Madhya Pradesh, Odisha and Uttar Pradesh; integrated Sreenivasan, Sujit Bhattacharya and Bilakes Consulting Pvt Ltd....
BSE & NSE their advertising potential, population density, per capita income and number of existing players. Post the migration of all MBL's Existing Radio Stations and acquisition of the New Key Investment Details for Retail Investors: Radio City Stations under Phase III, its markets would cover 62% of India's population Min No. of Shares application by...
Demerger to unlock value of diversified businesses of the company Sintex Industries is planning to demerger of business into two separate entities namely, Sintex Industries Ltd (Sintex) and Sintex Plastics Technology Ltd (SPTL). The shareholders of Sintex will be getting one equity share of SPTL to every equity share held in Sintex industries. The proposed demerger of business is before SEBI for its approval and process is expected to be completed by March 2017E. The demerger is expected to unlock shareholder value by separating the various business segments in different entities which is playing at high margin with significant growth rate. Sintex will carry textile & spinning business whereas, SPTL will have custom moulding and building...
Manpasand Beverages Ltd (MBL) has the distinction of being the only listed player in the beverages segment in India. Having entered the beverages market through its flagship product Mango Sip, a mango based fruit drink, increasing consumer preference for healthier drinks has prompted MBL to extend its product portfolio under four new brands Fruits Up, Manpasand ORS, Pure Sip and Coco Sip. MBL plans to expand it capacities by 1.13x over FY16-18E from 177500 cases per day in FY16 to 377500 cases per day in FY18E by setting 4 new plants with each having a production capacity of 50,000 cases per day with a CAPEX outlay of 500 crs raised through the QIP process. With this QIP, MBL has become a...
The dominating event in everyone's mind was the monumental demonetization effort of the Government. Against this backdrop, the Union Budget was on expected lines, with the Finance Minister following the direction set by PM Narendra Modi in his 31 December address to the Nation. At the center of the budget speech were the rural poor and the unprivileged, with a clear sectoral focus on agriculture and infrastructure. The budget also provided some relief to the lower strata of society as well the MSMEs who were negatively impacted by the demonetization of the large currency notes. While the demonetization paved the way for the systematic elimination of the unaccounted cash economy, the budget followed up on this path. Structurally, this budget was different, Firstly, the Railway Budget was merged with the General Budget and secondly, classifying expenditure as Plan and Non-plan has been...
Shemaroo Entertainment Ltd. (SEL) is one of the largest content aggregators with a library of ~3400 titles and is also engaged in the business of production and co-production. SEL acquires content from various production houses and monetizes it across various media platforms. With the promising growth estimated across internet platforms and smart phone...
Global milk production grew at a CAGR of 2.3% during 2010-2014 to reach 792.0 million metric tones (MMT) in 2014, on the back of population growth, rising disposable incomes, favorable demographics, brand awareness, increasing urbanization & westernization of diets in emerging economies, particularly India and China. During the period 2015E-2020E, global production of Milk and Dairy products is expected to grow at a CAGR of 2.1% to reach 901.2 MMT by 2020E. Milk and Milk products production is expected to increase in India at a CAGR of 4.2% over the period of...
