Whispers June 2018

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By IE&M Research

KSE Ltd.
BSE Code/NSE: 519421; Face Value: Rs10; CMP: Rs3,800
52 Weeks H/L: Rs4,000/924


KSE Limited (formerly Kerala Solvent Extractions Ltd.) is in the Edible Oils & Solvent Extraction sector. With modern manufacturing facilities spread over three states, KSE caters to the vast belt stretching across Southern India. It is the largest manufacturer of compound cattle feed in the private sector in the country. The last three decades have seen KSE emerging as a leader in solvent extraction and ready mixed cattle feed in the country. KSE commands the resources, expertise and infrastructure to manufacture a range of livestock feed in high volumes, coconut oil from coconut oil cake and refined edible oil. KSE has also entered in the field of milk procurement and processing. The company has posted a very good result and some astute investors are accumulating it. With a very small equity of `3.20 crore, the company has posted an EPS of `218 in FY18. Sales increased around 10% in the just concluded financial year. There is also rumor on the street that the management may announce bonus.

Datamatics Global Services Ltd.
BSE Code/NSE: 532528/ DATAMATICS; Face Value: Rs5; CMP: Rs109
52 Weeks H/L: Rs152.70/ 94.10


The Mumbai based Datamatics Global Services Ltd. with 73.03% promoter’s holding has recorded a decent set of numbers this quarter. The EPS for the FY18 is `12 and the book value stands at `87. The share at present is trading at a price to book value of only 1.26. It is a technology company that builds intelligent solutions enabling data-driven businesses to digitally transform themselves through Robotics, Artificial Intelligence, Cloud, Mobility and Advanced Analytics. The company caters to over 450 customers across the globe, which includes Fortune 500 companies. Datamatics’ solutions help clients maximize productivity, improve speed and accuracy. Recently there are a lot of happenings on this counter. An analyst feels that when the market will pick up in the coming week this share will zoom at least to its previous 52 week high.

BSE Code/NSE: 500294/ NCC; Face Value: Rs2; CMP: Rs117
52 Weeks H/L: Rs141.85/ 79.30


The company has recently bagged a package of 3 Mumbai-Nagpur expressway contracts. With a market capitalisation of `7,219 crore, NCC is in the Construction & Contracting – Civil sector. Although it has not posted any improvement in sales, it has recorded a huge profit compared to the last fiscal. The EPS for FY18 is 4.77 and long term investors are being advised to accumulate this by a prominent analyst. The company has been continuously maintaining its momentum and always considered a safe bet. The company management is very aggressive now. An analyst has projected that it will soon touch its previous high.

Torrent Pharmaceuticals
BSE Code/NSE: 500420/ TORNTPHARM; Face Value: Rs5; CMP: Rs1,404
52 Weeks H/L: Rs1487/1149


Ahmedabad-based Torrent Pharmaceuticals Limited has attracted the attention of some value pickers lately. The stock is trading at its highest and this is not the time to accumulate. The company has indicated that it will draw around 47% of revenues from the domestic business by 2019-20. As such, most of the profit will come from India. The company is a strong player in the domestic formulations business, particularly in the chronic segments. It acquired a portfolio of 120 brands from Unichem’s India and Nepal business in November last year. The company has announced that the net profit for the quarter ended 31 March rose 11% to `228 crore.

About the author: IE&M Team
IE&M Team
Indian Economy & Market is an Indian media and information platform producing data-backed news and analysis on all the vital elements at the intersection of the economy, stock markets, mutual fund, insurance, commodities, currency, technology, startups and business.

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