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Whispers November 2017

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By IE&M Research

Inditrade Capital Ltd. (BSE 532745):

A lot of action is expected in this counter very soon. The company aspires to build a loan book of `3000 crore comprising of Agri Commodity Financing and Micro Finance in three years time i.e. 2021. To achieve that mammoth figure it is banking on new initiatives such as e-warehouse receipt which are likely to boost commodity exchange trading. The company has a very strong presence in southern regions, and has also created an excellent network in the north and west as well. In November 2016, the company acquired Agri Commodity business of Edelweiss. In a short span of time it has emerged as a leading lender for traders in commodities like rubber, pepper and cardamom. The management is very aggressive and aims to achieve and maintain leadership position in the organized sector for Agri Commodity Lending business. It is managed by Sudip Bandyopadhyay, who was primarily responsible for building Reliance Money from scratch, and making it a force to reckon within a very short span of time. With sectoral tailwinds backed up by an able and dynamic leader, Inditrade could well buzz big time in the bourses.

Butterfly Gandhimathi (BSE 517421):

Market insiders believe it to be at an inflection stage. The company suffered in the last few quarters owing to sticky margins on government orders, demonetisation, and GST etc. The promoters in the past too lacked a good perception of the market participants and there were rumoured allegations of siphoning off. Fair Winds private equity, which owns a significant stake has appointed its representative as the CEO of the company and Butterfly promoters have given him a free hand to operate. The perception is bound to get better now. Second quarter’s numbers are expected to be robust which will further set the trend for the remaining quarters. The company is expected to remain in action in the short to medium term duration.

Shiva Texyarn (BSE 511108):

KG as he is fondly known in the investment circles is highly bullish on Shiva Texyarn. The microcap predator opines, “It’s part of the Banari Amman group lead by a visionary who has a superb reputation built in defence industry (if the defence concerns want any product, they approach Shiva first to make it). There’s a demerger to increase focus on specialty segment and huge opportunity size is available (already supplied orders for NBC suits and amongst 2 being approved for trial order for Siachen). The company has a good brand and growth in quick dry, also trying to develop Wulf brand for retail market. It has newly inducted people from Gokaldas Exports for marketing and posses a very good R&D team”. He expects the company to be a multibagger within the next few quarters.

HEG (BSE 509631) & Graphite India (BSE 509488):

Both graphite electrodes manufacturing companies will be the beneficiary of a cyclical upturn and supply demand mismatch. Key raw material, needle coke availability is restricted and this creates supply constraints. Sales price is already 3x. Although needle coke prices have shot these companies should be able to pass on costs and enjoy 4 to 8 quarters of supernormal earnings. Both the companies have been multibaggers in the last few months and informed circles expect them to further double even from present levels. A high profile investor is bullish on both of them.

MRSS India (BSE 539229):

It is the only market research player to be listed in Asia. The company is managed by a very enthusiastic management with wide experience from companies like Nelson, IMRB, etc. MRSS has been growing 100% on a small base. If its Singapore execution turns well it could be even bigger or equivalent to the parent in terms of revenue. The company aims to manage around `150 crore in next 2-3 years. Given the huge market research size in India (approx. `7000 crore), the company can do wonders both in terms of operational numbers and rich stock price appreciation. An Ahmedabad based PMS manager is highly bullish on the company.

Alembic Pharmaceuticals Ltd. (BSE 533573):

A Midcap pharma company with exceptionally strong management, which has previously delivered when they opted to enter the US market. Their main US portfolio is simple generics with pending 40+ filings having 40% Para IV filings. These should materialize over the next 3-5 years. Now the company is shifting US based business model from simple generics to a complex generics portfolio and building a product basket targeting Oncology, Ophthalmology and Dermatology filings coupled with Injectable products. They have commenced capex plan for a Derma and Onco plant, Injectables plant and an Oral Solid Dosage facility and expanded their API capacity, almost doubling it. Capex to complete in H2FY19E. This would increase their US capacity from one plant to 5 plants. One of the best pharma analyst who picked 100 bagger companies like Caplin Point is highly bullish on this.

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