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Stock Synopsis
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
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commnman
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Quote commnman Replybullet Posted: 07/Nov/2011 at 2:40pm
La La La Opala!
Q2/Fy-12 Results out...

Total Income up 31.3% to 32.5 Cr from 27.84 Cr.
EBIDTA up 38.8% to 7.54 Cr from 5.43 Cr.
Net Profit up 46% to 3.28 Cr from 2.25 Cr.

EBIDTA margin is 23.2% V/s 21.4% (JQ-11) and 21.9% (SQ-10)
NET Pr margin is 10.1% V/s 9.7% (JQ-11) and 9.1% (SQ-10)

Total Raw material costs (Including Packaging) as a %ge to Income is 20.8% V/s 21.8% (JQ-11) and 22.6% (SQ-10)
Employee costs to Income is 12.7% V/s 13.6% (JQ-11) and 14% (SQ-10)
Power&Fuel expenses to Income is 15.5% V/s 17.3% (JQ-11) and 16.1% (SQ-10)
Other expenses to Income is 23.7% V/s 22.1% (JQ-11) and 20.6% (SQ-10)

H1/Fy-12 v/s H1/Fy-11:
Total Income up 24.1% to 57.67 Cr from 46.48 Cr (FY-11/ 100.82 Cr)
EBIDTA up 32.8% to 12.91 Cr from 9.72 Cr (FY-11/ 21.33 Cr)
Net Pr up 53% to 5.73 Cr from 3.74 Cr (FY-11/ 9.32 Cr)

Tax Rate 31.1% V/s 33.2%

Reported Half-Year EPS 5.41 V/s 3.53 (FY-11/ 8.8)
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main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon
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subu76
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Quote subu76 Replybullet Posted: 07/Nov/2011 at 6:34pm
Do you guys know what is driving this one?
I can't believe rural folks are lapping up their product and my understanding is that better alternatives exist in cities
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srisaurabh2000
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Quote srisaurabh2000 Replybullet Posted: 07/Nov/2011 at 10:26pm
There is capex and expansion planned by Q4 FY11 and also they are moving into higher margin stuff e.g plans to supply to 3 star hotels etc.

Milton platics group incidentally owns Treo which has been coming up. But that is not part of the listed entity.
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sajit
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Quote sajit Replybullet Posted: 07/Nov/2011 at 5:50am
I think this is also a good consumption story:

LA OPALA is a known brand and I know it is preferred as wedding and house warming gifts.

Is any one following this closely?
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breeze
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Quote breeze Replybullet Posted: 12/Feb/2012 at 6:15am
Does any body know where can I download the AR from? There web portal doesnt seem to have any reports.
You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value,
and in what combinations" John Malone
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somu0915
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Quote somu0915 Replybullet Posted: 13/Feb/2012 at 1:52pm
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breeze
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Quote breeze Replybullet Posted: 13/Feb/2012 at 6:56pm
 
Thanks for the link! Not very informative though, no clarity on sources of income, future growth, expansion....
 
 
You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value,
and in what combinations" John Malone
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baba
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Quote baba Replybullet Posted: 03/Mar/2012 at 1:43pm
seems to have a good future at 1 st look . .. pretty consistent top n bottom line growth .
A monthly investment of Rs 500 (Rs 17 per day) for 30 years @21%CAGR can create a wealth of Rs 1.5 crores. !!!
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