Compact Disc India Ltd

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Topic: Compact Disc India Ltd

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apprentice
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Joined: 13/Oct/2007
Location: India
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Posts: 23

Posted: 16/Apr/2008 at 3:37pm

Originally posted by smartcat

Equitymaster.com FY12 earnings estimates for Compact Disc India -

Net Revenues: Rs. 252 crores

Net Profit: Rs. 47 crores

EPS: Rs. 40

P/E (x): 2.0

Looks too pessimistic. Dont know what is the basis of calculation. They have a number of outsourcing projects lined up which would ensure regular cash flow. Also, currently 2 movies are under co-production.

As per the management guidance for the year ending March 2009, they are expecting -

Net Revenues: Rs. 183 crores

Net Profit: Rs. 38.4 crores

EPS: Rs. 38 (without equity dilution)

Source: http://in.reuters.com/article/businessNews/idINIndia-32265920080303

For year ending March 2008, they are expected to post Net revenues of about Rs. 100 crores with EPS around Rs. 20.

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apprentice
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Posted: 23/Apr/2008 at 11:02pm

Earnings Estimate(Management Guidance)

                     FY07-08     FY08-09       FY09-10      FY10-11

Revenues:    103 crore      183 crore        240 crore      315 crore

Profit:           21.5 crore     38.4 crore       63.5 crore     82.5 crore

EPS for FY07-08 is expected to be about Rs. 20.

Source: Reuters

The forecasts excludes earnings from its unit MediaOne Ventures Ltd., which is expected to list on AIM in May 2008.

This translates to approx 60% CAGR(average) for next three years which is good enough and should be more. They have indicated that this figure is with existing projects & this can increse if they receive any new projects. Growth in FY11 numbers are lower probably because of lack of visibility of projects in coming years.

Hope they are able to deliver on the lines of the guidance.

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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966

Posted: 10/Jun/2008 at 11:38pm

To followers of CDisc:

1) When is Compact Disc presenting their annual results for FY08?

2.1) How is the dividend yield scenario in Compact Disc?

2.2) What is Compact Disc's Book value...latest one!! Or expected Book Value for FY08

3) Considering an EPS of Rs. 20 for FY08, why is Compact Disc trading at a measly PE of 3-4. What is a reasonable CAGR to be expected out of Compact Disc over next 3-5 years. Reasonable and not optimistic!!

4) How serious a player is Compact Disc in the gaming industry? And what are its plans for the gaming industry??!(if any)

Edited by omshivaya - 10/Jun/2008 at 11:40pm

The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it

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gauravsinghal2
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Joined: 16/May/2007
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Posts: 77

Posted: 28/Jul/2008 at 7:17pm

http://www.valuenotes.com/forum/forum_posts.asp?TID=1202&PID=4398

This will not give all the answers, but might help.

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vijinat
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Joined: 18/Sep/2006
Location: India
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Posts: 112

Posted: 28/Jul/2008 at 10:13pm

Originally posted by apprentice

Earnings Estimate(Management Guidance)

                     FY07-08     FY08-09       FY09-10      FY10-11

Revenues:    103 crore      183 crore        240 crore      315 crore

Profit:           21.5 crore     38.4 crore       63.5 crore     82.5 crore

EPS for FY07-08 is expected to be about Rs. 20.

Source: Reuters

The forecasts excludes earnings from its unit MediaOne Ventures Ltd., which is expected to list on AIM in May 2008.

This translates to approx 60% CAGR(average) for next three years which is good enough and should be more. They have indicated that this figure is with existing projects & this can increse if they receive any new projects. Growth in FY11 numbers are lower probably because of lack of visibility of projects in coming years.

Hope they are able to deliver on the lines of the guidance.

Where is PKB2000, the right person to give the correct data and analysis on this subject?

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gyansr
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Joined: 05/Sep/2007
Online Status: Offline
Posts: 255

Posted: 28/Jul/2008 at 10:54pm

could not locate the information about this company on NSE. What is the NSE symbol of this company? compacdisc is not giving me any info on NSE site.

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PKB2000
Senior Member

Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453

Posted: 28/Jul/2008 at 12:03pm

Originally posted by vijinat

Originally posted by apprentice

-----------

Hope they are able to deliver on the lines of the guidance.

Where is PKB2000, the right person to give the correct data and analysis on this subject?

Sir I can only hope like you, to achieve the targets. I think it is relatively easier for this kind of business FOR CDIL to set higher targets

I am eagerly waiting for the next anouncement of CDIL.

(Though personally I have increased my holding- humbly and politely crossing my fingers~!~~~)

I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso

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gauravsinghal2
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Joined: 16/May/2007
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Posts: 77

Posted: 28/Jul/2008 at 9:24am

Originally posted by gyansr

could not locate the information about this company on NSE. What is the NSE symbol of this company? compacdisc is not giving me any info on NSE site.

This company is only listed at BSE. Moneycontrol also gives good amount of info.

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