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Kalpena Indstries Ltd

Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2763
Printed Date: 19/Apr/2025 at 7:27am


Topic: Kalpena Indstries Ltd
Posted By: shetty_it
Subject: Kalpena Indstries Ltd
Date Posted: 04/May/2010 at 6:24pm

Kalpena Indstries Ltd may fall in your criteria and it is not in FMCG or consumer oriented sector and intermediaries -4 Segments

Bit Business:-  4 Segments
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Cable Compounds-XLPE compounds for power cables
Special Master Batches Compounds-Molded/Extrusion production
Footwear Compounds for Footwear Sector
Pipe Compounds for hot water pipes/irrigation pipes
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They are into specialty compound molecules -Can they compound money????
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Bit Financials
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ROE=30.5
ROCE=22.5 bit lower as high debt

SALES & EPS GROWTH OF LAST 5 YEARS>20% CAGR,

Sales has grown 6 times since Fy2004-05-consistently
similarly Net Profit has grown 7 times since FY2004-05 consistently
OPM increased for all the years till date and net margin creased from 2.7 % in FY04 to 4.7 in FY07 and fell to 3.7 in FY08 but again increased to 4.8 in Fy09-10 first 3 Qs
BV has increased from 26.5 in FY04 t0 62 in FY09
D/E =1.7 bit more
P/E=5.4 
NO SUBSTANTIAL EQUITY DILUTION IN LAST 5 YRS!
Currently promoter stake is 74.31%


Replies:
Posted By: hkumar
Date Posted: 05/May/2010 at 3:42pm
Even debtor seems to be an issue, a jump of 75% last year.

Posted By: excel_monkey
Date Posted: 09/Jan/2011 at 11:13pm
ROE is very attractive
any idea about the business?

Posted By: kushal.masand
Date Posted: 13/Jan/2011 at 1:20am
roe good bt in this yr 2010, stock has loosed the value.......


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