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EquityLover
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Quote EquityLover Replybullet Topic: Vijay Shanti Builders
    Posted: 13/Jan/2010 at 5:25pm
I want to start new thread on Vijay Shanti Builders. so how to do it? I have some interesting materials...
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Ashutosh
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Quote Ashutosh Replybullet Posted: 13/Jan/2010 at 10:28pm
thread has started...you can post what you want to post
My tastes are simple: I am easily satisfied with the best
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Quote EquityLover Replybullet Posted: 14/Jan/2010 at 4:34pm

Book Value = Rs 42.60, CMP 49 Rs.
Mkt Cap 61 + Debt 72 =133 Cr.
Inventories 181 Cr.

The Company has completed more than 250 projects.

Many schemes are under progress like Park Avenue, Raj Villas, Pebble, Faber Hills, Lotus Pond, Infiniti and most of them will be finished by Dec. 2011.

Salable Area are more than 35,00,000 sq.ft.

Total Revenue will be more than 1200 Crore (3,000 Rs./sq.ft.)

Expected Revenue
FY 2010-11 - 400 Crore
FY 2011-12 – 600 Crore
10% NPM will result in 40 Crore & 60 Crore Net Profit, so EPS will be around 45 Rs. which is current share price

As per internal source, there will be quantum jump in sales & profit of FY0910H2. (Let’s see in this result)

Promoter’s holding is slowly increasing continuously

If one observes at SHP carefully than
Sep-09 to Dec-09
Bodies Corporate’s stake is increased from 13.96 to 13.99

Individual shareholders holding nominal share capital in excess of Rs. 1 lakh(HNI) ‘s stake is increased from 14.39 to 15.97

Individual shareholders holding nominal share capital up to Rs. 1 lakh(Real Retail Investor)’s stake is decreased from 34.52 to 33.43 and number of shareholder is from 17465 to 17059

Most of the data can be verified on http://www.vijayshanthibuilders.com and moneycontrol.com

Disclosure: I hold this stock


Edited by EquityLover - 14/Jan/2010 at 4:37pm
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EquityLover
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Quote EquityLover Replybullet Posted: 14/Jan/2010 at 4:40pm
Technical Analysis suggest's that there is good support around 40 Rs. and If it crosses 55 Rs. then next target will be 90 Rs.
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nazgul
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Quote nazgul Replybullet Posted: 14/Jan/2010 at 4:42pm
just found a linkhere
maybe its worth checking out
I don't do funds, i do fundas.
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rapidriser
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Quote rapidriser Replybullet Posted: 14/Jan/2010 at 9:51pm
Originally posted by EquityLover


Book Value = Rs 42.60, CMP 49 Rs.
Mkt Cap 61 + Debt 72 =133 Cr.
Inventories 181 Cr.

The Company has completed more than 250 projects.

Many schemes are under progress like Park Avenue, Raj Villas, Pebble, Faber Hills, Lotus Pond, Infiniti and most of them will be finished by Dec. 2011.

Salable Area are more than 35,00,000 sq.ft.

Total Revenue will be more than 1200 Crore (3,000 Rs./sq.ft.)

Expected Revenue
FY 2010-11 - 400 Crore
FY 2011-12 – 600 Crore
10% NPM will result in 40 Crore & 60 Crore Net Profit, so EPS will be around 45 Rs. which is current share price

As per internal source, there will be quantum jump in sales & profit of FY0910H2. (Let’s see in this result)

Promoter’s holding is slowly increasing continuously

If one observes at SHP carefully than
Sep-09 to Dec-09
Bodies Corporate’s stake is increased from 13.96 to 13.99

Individual shareholders holding nominal share capital in excess of Rs. 1 lakh(HNI) ‘s stake is increased from 14.39 to 15.97

Individual shareholders holding nominal share capital up to Rs. 1 lakh(Real Retail Investor)’s stake is decreased from 34.52 to 33.43 and number of shareholder is from 17465 to 17059

Most of the data can be verified on http://www.vijayshanthibuilders.com and moneycontrol.com

Disclosure: I hold this stock
Hi EquityLover
 
The data on builder's site does not suport your figures. Here's what I could get from their web site.
 
Caveats -
1. Rate per square ft needs to be checked by someone from real estate industry in Chennai, Salem & Sriperumbudur
2. In all projetcss except 'Terracotta' the average area per unit is assumed to be the mathematical average of smallest and largest unit in the project.
 
Site Class Location No. of Units Area Sq ft per Unit Total Area Rate Rs. Cr.
Pebble Premium Nungambakkam, Chennai 14 5400-5800 78,400 5,000 39.20
Terracotta Luxury Adyar, Chennai 8 2720-2895 22,206 4,000 8.88
Glow Luxury Besant Nagar, Chennai 4 2550 10,200 4,000 4.08
Fountain Square Luxury Ayanavaram, Chennai 16 1822-1965 30,296 4,000 12.12
Faber Hills Luxury Kannan Kurichi, Salem 99 3000-3500 321,750 2,500 80.44
Lotus Pond Value for Money Kelambakkam, Chennai 1200 363-1157 912,000 3,000 273.60
Water Lily Value for Money Okkium Thoraipakkam, Chennai 4 2000 8,000 3,000 2.40
Infiniti Value for Money Chettipedu, Sriperumbudur 588 385-1059  424,536 2,000 84.91
Park Avenue (Apartments) Value for Money Melakottaiyur, Chennai 536 490-1040 410,040 3,000 123.01
Park Avenue (Villas) Value for Money Melakottaiyur, Chennai 9 2255-2275 20,385 3,500 7.13
2,237,813 635.77
When all else is lost, the future still remains. - Christian Nestell Bovée
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arunshah2k
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Quote arunshah2k Replybullet Posted: 30/Jan/2010 at 9:56pm
Originally posted by EquityLover




As per internal source, there will be quantum jump in sales & profit of FY0910H2. (Let’s see in this result)



Results are out for Q3 and flat as Q2. Quantum jump is no where seen.

The management was expecting 150 crores for H2 and they have only done 37 crores for 9 months. How did the management arrive at the 150 crores?
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rapidriser
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Quote rapidriser Replybullet Posted: 30/Jan/2010 at 8:55am
Originally posted by arunshah2k

Originally posted by EquityLover




As per internal source, there will be quantum jump in sales & profit of FY0910H2. (Let’s see in this result)



Results are out for Q3 and flat as Q2. Quantum jump is no where seen.

The management was expecting 150 crores for H2 and they have only done 37 crores for 9 months. How did the management arrive at the 150 crores?
 
I've made enquiries with a few friends in the Chennai real estate business and in financial circles about this co. The unanimous verdict is "AVOID".
When all else is lost, the future still remains. - Christian Nestell Bovée
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