Good Information
1.) MRF
10y PAT- 9613 cr
10y CFO- 14931 cr
10y Capex- 11413 cr
10y FCF- 3517 cr
Cash+Inv- 3908 cr
FCF/CFO= 24%
2009 Mcap 2437 cr (PE 9.6)
2019 Mcap 27329 cr (PE 25.73)
10y Retained Earnings 9407 cr
10y Mcap inc 24892cr
Value created per 1 INR=2.64
2) Aarti Ind
10y PAT- 2049 cr
10y CFO- 3175 cr
10y Capex- 3227 cr
10y FCF- (-52) cr
Cash+Inv- 830 cr
FCF/CFO= (-2%)
2010 Mcap 178cr(PE 2.5)
2019 Mcap 14279cr(PE 27.60)
10y Retained Earnings 1680cr
10y Mcap inc 14101cr
Value created per 1 INR=8.39
3) Tata Elxsi
10y PAT- 1172 cr
10y CFO- 1128 cr
10y Capex- 232 cr
10y FCF- 895 cr
Cash+Inv- 516 cr
FCF/CFO= 79%
2010 Mcap 997 cr (PE 20.8)
2019 Mcap 5046 cr (PE 21.39)
10y Retained Earnings 783 cr
10y Mcap inc 4049 cr
Value created per 1 INR=5.17
4) Havells Ltd.
10y PAT- 5400 cr
10y CFO- 6364 cr
10y Capex- 3006 cr
10y FCF- 3358 cr
Cash+Inv- 1311 cr
FCF/CFO= 53%
2010 Mcap 2170 cr (PE 31.2)
2019 Mcap 43412 cr (PE 57.78)
10y Retained Earnings 3897 cr
10y Mcap inc 41242 cr
Value created per 1 INR = 10.58
5) Relaxo Footwears:
10y PAT- 895 cr
10y CFO- 1092 cr
10y Capex- 987 cr
10y FCF- 105 cr
Cash+Inv- 2 cr
FCF/CFO= 10%
2010 Mcap 134 cr (PE 3.6)
2019 Mcap 13990 cr (PE 66.52)
10y Retained Earnings 818 cr
10y Mcap inc 13856 cr
Value created per 1 INR = 16.94
Long term gain is like a surgery,
It is painful but cures.
Short term gain is like pain killer,
It gives instant relief but has deep side effect for long.
Why it is important to check company history, clients,
related party transactions, super-investors benefits, etc.
Today i was tracking a goliath where one super-investor
is holding shares since more than 20 yrs.
The company's clients includes
few small but also listed co.
Now the main part:
15 years later the same super investor dominated the concall in one of the small cap company which is the client of the same goliath.
Suddenly the company didn't reported any concall for 2-2.5 years after attempting 2 - 3
concalls & guess what????
The stock price of that small
cap company multiplied 20x
times. Now the prices have halved & no sign of same super investor.
I check their records & accounts
(fully debt loaded & topline game)
Raising debt from pvt. arm &
funding in listed arm.
Game part-2:
Few years later another
subsidiary of the same small cap company finds attention from same set of super investors. Stock went up multifold times and is down now.
Entry & Exit + Name Game.
Always track company's history
& track record properly.
Super investor's game is different from ours.
Don't chase super investor's
companies, study deeply & build your own conviction.
*Your hard earned* *money should*
*not go waste*.
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