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kumarn
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Quote kumarn Replybullet Topic: Rupa & Co
    Posted: 09/Sep/2011 at 3:37pm
Rupa got listed today at 200. Now trading at 215. It is trading at 45-50 times trailing eps!
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shivkumar
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Quote shivkumar Replybullet Posted: 09/Sep/2011 at 5:20pm
Rupa's net profit margin is about half of Page's though toplines of both companies are growing at similar rates. Since Rupa is a price warrior it is a tribute to Page's management bandwidth.

Having said that Rupa has launched premium categories of inner wear under the Xing tag which is finding good displays in modern retail formats at least in Mumbai. As user who switched from Jockey to Xing I can say the quality is really good with a price tag that is lower by at least 40 per cent.
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paps3535
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Quote paps3535 Replybullet Posted: 09/Sep/2011 at 7:58pm
Economic times screener shows:
 
Market Cap (Rs Cr.):8
EPS - TTM (Rs):0.85
P/E Ratio (x):235.29
Face Value (Rs):1.00
Latest Div. (%):NaN
Div. Yield (%):N.A.
Book Value / sh. (Rs) :21.68
P/B Ratio (x):0.05
 
Edelweiss shows:
 
MCap.( ` in Cr.) : 429 P/E (x) : 12.7 EPS ( ` ) : 4.24
BV ( ` ) : 21.02 Div. Yield (%) : 0.4 FV ( ` ) : 1.00
 
 
 
can anyone provide exact valuation of Rupa & co.?..How does it lok compared to Page and lovable?
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tyler_durden
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Quote tyler_durden Replybullet Posted: 09/Sep/2011 at 10:52pm
checkout the rediff page -- mcap 1590 cr..P.E 4 and ROE 27..this makes it interesting...

anyways, their microman range is as good as jockey...actually i find their vests better than equally priced jockeys...
If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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tyler_durden
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Quote tyler_durden Replybullet Posted: 09/Sep/2011 at 10:56pm
i didn't know rupa was supposed to be listed today....while taking off my vest ...i immediately checked rediff money to see whether rupa is listed or not...quite a co-incidence... i am thinkin of putting some money here...
If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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Monkey
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Quote Monkey Replybullet Posted: 09/Sep/2011 at 12:18pm
 
Rupa's annual report for year ending March 2011 & results and share holding pattern for June '11 are available on their website. Link is below:
 
 
 
 
Quick note - As per annual report, there are about 80 lacs shares outstanding with face value of Rs. 10/-. However, share holding pattern at end of June '11 says there are about 8 crore shares outstanding. Must be huge bonus in that quarter. At Rs. 200/- per piece, this gives market cap of about Rs. 1600 crore.
 
Reserves are about Rs. 155 crores.
 
Debt is 183 crores making it quite a leveraged company.
 
Gross block is 128 cr and net block is 105 cr. Seems quite some capex in recent years.
 
Sales is 638 cr with gross profit of 48 cr. 8% gross margins? Net profit is 3.2 cr. Return ratios are not good.
 
Operating cash flow is negative.
 
75% equity is with promoters and other 23% is with corporate bodies. Individual share holders are having just 2% of capital.
 
All in all, not a good impression from quick look at figures.
 
 


Edited by Monkey - 09/Sep/2011 at 12:26pm
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NeerajMarathe
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Quote NeerajMarathe Replybullet Posted: 09/Sep/2011 at 1:10am
Even in the June 2011 results which are available, the face value of the shares is Rs.10. The shares which have been listed today are of Re.1 face value. So they must have done a stock split somewhere in between.
Hence, the EPS and PE ratio shown by some sites like rediff (4x PE Ratio) is erroneous.
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Monkey
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Quote Monkey Replybullet Posted: 10/Sep/2011 at 12:05pm
 
Article from Economic times:
 
 
 
I think they have made typo error related to face value in their quarterly statements. In any case, comparing its valuation to Page is not really accurate given poor state of balance sheet and poor return ratio for Rupa.
 
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