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deepinsight
Senior Member
Joined: 18/Sep/2006
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Posts: 980
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   Posted: 19/Oct/2007 at 6:19pm |
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Can it be that the founders/company had pledged the shares for money. and the pledge is being exercised? needs more clarity.
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"Investing is simple, but not easy." - Warren Buffet
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 19/Oct/2007 at 6:22pm |
Annual report from its website:
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"Investing is simple, but not easy." - Warren Buffet
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 19/Oct/2007 at 4:11am |
the report from Bajaj Capital:
ICSA India
CMP: Rs 1,661.60
Target price: Rs 2,575
Bajaj Capital has recommended a 'buy' on ICSA India as it feels that the company will be a key beneficiary of the power sector reforms. The company enjoys monopoly in developing embedded products that help in automation of the distribution network, thereby identifying and reducing power distribution losses. "The products developed by the company also find application in other sectors including oil & gas, water, irrigation & mining, which have thrown open big opportunities for the company," adds the report. The company has achieved a 5-year CAGR of 143.8% in net sales while the 4-year CAGR of net profit is pegged at 404.90%. "If everything goes well, the price is likely to appreciate to Rs 2,575, within 12-18 months," adds the report.
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"Investing is simple, but not easy." - Warren Buffet
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kaizenbudhi
Groupie
Joined: 30/Jun/2007
Online Status: Offline
Posts: 82
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Posted: 26/Oct/2007 at 6:45pm |
ICSA (India) on standalone basis registered a stupendous 92.82% growth in net profit to Rs 288.80 million for the quarter ended September 2007 as compared with Rs 149.77 million for the corresponding quarter, last year.
Net sales for the quarter rose 95% to Rs 1,462.31 million as compared with Rs 749.89 million for the same quarter, a year ago
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 26/Oct/2007 at 7:14pm |
Truly great performance by ICSA.
With the ex-split price of Rs.340+ could someone post the PE on Current year & Forward basis?
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Life can only be understood backwards—but it must be lived forwards
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 26/Oct/2007 at 8:28pm |
the eps is going to be challange to calculate on fully diluted basis as there are some warrants and FCCB which need to be reflected.
Top line and bottom line are great - fully diluted results a bit unclear.
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"Investing is simple, but not easy." - Warren Buffet
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stockaddict
Senior Member
Joined: 18/Jul/2007
Online Status: Offline
Posts: 263
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Posted: 31/Oct/2007 at 5:11pm |
Originally posted by kaizenbudhi
ICSA (India) on standalone basis registered a stupendous 92.82% growth in net profit to Rs 288.80 million for the quarter ended September 2007 as compared with Rs 149.77 million for the corresponding quarter, last year.
Net sales for the quarter rose 95% to Rs 1,462.31 million as compared with Rs 749.89 million for the same quarter, a year ago |
Wow! I was lucky to buy some quantity @1480 in to the dip on the last day before split. It has gone to as high as 400+ post split and excellent Q2 results. If the good perfromance continues it is due for rerating in coming years.
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 20/Nov/2007 at 1:57pm |
ICSA (India) Ltd
CMP Rs312, BUY
Target price Rs451, Upside 44.7%
ICSA, a proxy on the Indian power growth story, is expected to witness revenues and profits CAGR of 75.6% and 81.5% over FY07-09 respecti vely. This growth will be a fallout of the huge opportunity arising out of the APDRP scheme and infrastructure spend expected over the next couple of years. At the current price, the stock trades at 12.5x and 8.3x its FY08E and FY09E EPS of Rs25 and Rs37.6 respectively. We recommend BUY with a one-year price target of Rs451, an upside of 44.7%.
Click below for the Company Report on ICSA (India) L td
http://www.indiainfoline.com/adserver/InverstorReport_ICSA201107.asp
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