Investment Ideas: Torrent Pharma

Torrent Pharma is a Torrent Group company. Company is a dominant player in the therapeutic areas of cardiovascular (CV) and central nervous system (CNS) and has achieved significant presence in gastro-intestinal, diabetology, anti-infective and pain management segments. Its Research Center employs over 580 scientists in the areas of drug discovery and development.  A 2300 strong field force caters to around 2,00,000 doctors across the country, which makes it rank fifth in terms of market reach.

Torrent Pharma exports to more than 50 countries around the world with over 1000 product registrations. The international business has been broadly divided into five zones- USA, Latin America, Russia and CIS, Western Europe and CEE and Rest of the World (ROW).

Consolidated Yearly Financials (Rs in Crore)

Consolidated Quarterly Financials (Rs in Crore)

Disclaimer:

Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Ideas: DCB Bank

Built on over 78 years of trust, tradition and togetherness, DCB Bank was converted into a Scheduled Commercial Bank on May 31,1995. Its promoter and promoter group the Aga Khan Fund for Economic Development (AKFED) & Platinum Jubilee Investments Ltd. holds over 19% stake.

DCB Bank is a modern emerging new generation private sector bank with 96 branches across 15 states and 2 union territories. DCB Bank’s business segments are Retail, micro-SMEs, SMEs, mid-Corporate, Agriculture, Commodities, Government, Public Sector, Indian Banks, Co-operative Banks and Non Banking Finance Companies (NBFC).

Bank had made losses in FY 2009 & FY 2010 mainly on account of personal loan portfolio. MD & CEO, Murali M Natrajan, was appointed at the end of April 2009. New leadership had put at the beginning of FY 2010.

Yearly Financials (Rs in Crore)

Quarterly Financials (Rs in Crore) 

Disclaimer:
Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Ideas : HDFC Ltd

Housing Development Finance Corporation Limited (HDFC Ltd.) was established in 1977. Housing Development Finance Corporation Limited is engaged in providing loans for the purchase or construction of residential houses, commercial real estate, Renovation & Improvement of house, Loans to professionals for office or clinic, and loan against property

HDFC has a wide network of 331 offices (which includes 80 offices of HDFC's wholly owned distribution company HDFC Sales Private Limited) catering to over 2,400 towns & cities spread across the country.

Standalone Financial ( Yearly - Rs in Crore)

Standalone Financial ( Quarterly - Rs in Crore)

Disclaimer:

Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Ideas: Tata Motors Ltd ( Jaguar & Land Rover Magic )

Tata Motors is India's largest automobile company, with consolidated revenues of Rs. 1,88,818 crores ($ 34.7 billion) in 2012-13. Through subsidiaries and associate companies, Tata Motors has operations in the UK, South Korea, Thailand, Spain, South Africa and Indonesia. Among them is Jaguar Land Rover, the business comprising the two iconic British brands.

Company's domestic (India) business is weak.

Company’s International business is doing well. Company is coming out with new variants as well as new products in current year. Company is heavily investing in product development. Company expect to launch 8 new products in current year & 40 new products in 5 years.  Management is cautiously optimistic about next year performance.

With increased sales, there can be positive surprises of higher pe ratio and or improvement in profit margins too

On positive outcome of company's strategy, we may see large appreciation over few years. Invest for long term - current market price 297, stop loss 265.

Consolidated Financial (Yearly)
Rs in Crore

Consolidated Financial (Quarterly)
Rs in Crore

Disclaimer:

Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.