indiabull
22-11-2007, 05:54 PM
Kukku
revathi equipments- investors can look at following points for investment
> in this company.
>
> 1- company is operating in to high growth area like mining &
> construction equipments where future outlook is very encouraging.
>
> 2- company has done lot of new developments & benefit of which is
> expected to come in from 2nd half of this year onwords.
>
> 3- in construction equipment company makes wider range of concrete
> equipments comprising of batching plants (that prepare the concrete mix),
> transit mixers (that transport the concrete mix) and Concrete pumps similar
> SCHWING STETTER A LEADER IN THE FIELD. Greaves cotton is another mfrs in
> India but range of Revathi equipment is much wider as to suit the Indian
> requirement where company expect strong growth in sales & profits over next
> few years. In current year sales from this division likely to be 30 cr
> which may go up sharply to 125 cr by next year as new plant will go stream
> March 08. WHILE PROJECTED SALE FOR 0809 LIKELY TO BE 250 CRS .Initial
> feedback from customer is highly encouraging
>
> 4- Company's association with Bucyrus International, U.S.A. in development
> of various sizes of Drills which increases their range of offerings and
> meets their market needs of such Drills. These Drills have undergone
> thorough testing and have been demonstrated to different customers. Bucyrus
> is confident of sourcing from Company. The orders on hand for export
> approximate Rs 220 millions. which is being dispatched in this year only.
> The demand trend in world market is strong and customers expect to increase
> their demand for Drills in ensuing years. management expect to increase
> sales substantially & the growth in profitability . This will reduce
> dependence of company on Coal india.
>
> 5- company invested surplus funds in to equity & mutual funds where it is
> said to have unrealized gains of rs rs12 crs.
>
> 6- Morgan has recently come out with RESEARCH report on Atlas copco where
> it is mentioned that parent company expects contribution from India to go
> by 50 % in total groups sales. which is very encouraging statement. The
> blast hole drills are essential for production of coal, iron ore, lignite
> etc.; the major requirements come from coal mines.so revathi will also
> benefit from this expected growth. as off take from BUCYRUS too will go
> sharply in line with statement of Atlas copco
>
> global demand is very strong& Atlas is unable to meet the demand this will
> give good benefit to Revathi equipments.
>
>
> 7- Associate Companies:
> company made two strategic investments during last year
> Monarch Chemicals Private Ltd. Mumbai is a company engaged in specialty
> chemicals and your Company acquired a 26% stake therein. Monarch has carried
> out substantial expansion benefit of the same will come in this year.
>
> Potential Service Consultants Private Limited, Bangalore is an Engineering
> Design services company, providing total engineering solutions to building /
> Construction sector. Your company has acquired a 40% stake in the company
> and has agreed to acquire another 11% stake on pre- determined basis by July
> 2009. The company is largely Bangalore centric with some operations in
> Hyderabad and Chennai. Order position is more than 150 crs . investors may
> note that this it self can become big story in future.
>
> it expect both the above companies to record robust growth.
>
> there can good unlocking of values in case these two companies go for any
> ipo or Pvt equity in future.
>
>
> company can report stand alone eps of around rs 55 in current year &
> which can be around rs 100 with other income if realized & income from
> associate companies. This is expected to go up sharply to around 90/100 by
> next year on stand alone basis.
>
> at rs 900 stock valuation looks very attractive compared to atlas copco
> where full year expected eps is nto more than rs 40 in current year &
> around rs 55/60 in next year.
>
> *more over about two years back when index was around 9000 this stock was
> around rs 940 so investors are getting the stock at index value of 9000.
> *
> long term investors can keep accumulating this stock for good long term
> growth over next few years. stock can reach levels of 1400 by april 2008 &
> around 2000 levels by April 2009.
>
>
> 1- US $ depreciation is a cause of concern
> 2- any slow down in economy can affect above projection
revathi equipments- investors can look at following points for investment
> in this company.
>
> 1- company is operating in to high growth area like mining &
> construction equipments where future outlook is very encouraging.
>
> 2- company has done lot of new developments & benefit of which is
> expected to come in from 2nd half of this year onwords.
>
> 3- in construction equipment company makes wider range of concrete
> equipments comprising of batching plants (that prepare the concrete mix),
> transit mixers (that transport the concrete mix) and Concrete pumps similar
> SCHWING STETTER A LEADER IN THE FIELD. Greaves cotton is another mfrs in
> India but range of Revathi equipment is much wider as to suit the Indian
> requirement where company expect strong growth in sales & profits over next
> few years. In current year sales from this division likely to be 30 cr
> which may go up sharply to 125 cr by next year as new plant will go stream
> March 08. WHILE PROJECTED SALE FOR 0809 LIKELY TO BE 250 CRS .Initial
> feedback from customer is highly encouraging
>
> 4- Company's association with Bucyrus International, U.S.A. in development
> of various sizes of Drills which increases their range of offerings and
> meets their market needs of such Drills. These Drills have undergone
> thorough testing and have been demonstrated to different customers. Bucyrus
> is confident of sourcing from Company. The orders on hand for export
> approximate Rs 220 millions. which is being dispatched in this year only.
> The demand trend in world market is strong and customers expect to increase
> their demand for Drills in ensuing years. management expect to increase
> sales substantially & the growth in profitability . This will reduce
> dependence of company on Coal india.
>
> 5- company invested surplus funds in to equity & mutual funds where it is
> said to have unrealized gains of rs rs12 crs.
>
> 6- Morgan has recently come out with RESEARCH report on Atlas copco where
> it is mentioned that parent company expects contribution from India to go
> by 50 % in total groups sales. which is very encouraging statement. The
> blast hole drills are essential for production of coal, iron ore, lignite
> etc.; the major requirements come from coal mines.so revathi will also
> benefit from this expected growth. as off take from BUCYRUS too will go
> sharply in line with statement of Atlas copco
>
> global demand is very strong& Atlas is unable to meet the demand this will
> give good benefit to Revathi equipments.
>
>
> 7- Associate Companies:
> company made two strategic investments during last year
> Monarch Chemicals Private Ltd. Mumbai is a company engaged in specialty
> chemicals and your Company acquired a 26% stake therein. Monarch has carried
> out substantial expansion benefit of the same will come in this year.
>
> Potential Service Consultants Private Limited, Bangalore is an Engineering
> Design services company, providing total engineering solutions to building /
> Construction sector. Your company has acquired a 40% stake in the company
> and has agreed to acquire another 11% stake on pre- determined basis by July
> 2009. The company is largely Bangalore centric with some operations in
> Hyderabad and Chennai. Order position is more than 150 crs . investors may
> note that this it self can become big story in future.
>
> it expect both the above companies to record robust growth.
>
> there can good unlocking of values in case these two companies go for any
> ipo or Pvt equity in future.
>
>
> company can report stand alone eps of around rs 55 in current year &
> which can be around rs 100 with other income if realized & income from
> associate companies. This is expected to go up sharply to around 90/100 by
> next year on stand alone basis.
>
> at rs 900 stock valuation looks very attractive compared to atlas copco
> where full year expected eps is nto more than rs 40 in current year &
> around rs 55/60 in next year.
>
> *more over about two years back when index was around 9000 this stock was
> around rs 940 so investors are getting the stock at index value of 9000.
> *
> long term investors can keep accumulating this stock for good long term
> growth over next few years. stock can reach levels of 1400 by april 2008 &
> around 2000 levels by April 2009.
>
>
> 1- US $ depreciation is a cause of concern
> 2- any slow down in economy can affect above projection