Tuesday, 2 September 2014

Buy Rathi Graphic Technologies - update

There was an error on the no. of paid up shares thus giving the wrong picture of book value. Apologies for the same, the correct fig has been updated:


1. Company with sales of Rs 433 Crs is available at a market cap of Rs 17.15 Crs.




2. Trading at significant discount to the book value of Rs 33.66
3. Stabilisation of INR would help contain raw material costs which is mainly through imports.
4. Equity infusion by promoters in FY 13 and increasing their stake from 55.72% to 60.63% thereby improving the leverage ratios.
5. Company has 52% stake in its subsiidary RGTL Industries Limited which manufactures TMTbars. Subsidiary contributes the major chunk to the consoildated nos.
6. RGTL Industries has recently increased its capacity in FY 13 and would see boost from rising acitivity in Infra sector going forward.

The company has negatives like high working capital requirement due to inherent nature of TMT business in subsidiary. Further the company has not paid dividend so far. But I still feel it is still a decent buy at one fourth of book value and very low valuations.

Buy at cmp of Rs 8.

1 comment:

  1. Hello Sir, is it still a buy at CMP of 13.26?....why does it have P/E of only 2 whereas Industry P/E is 48...is there any hidden reason..? are the promoters are not good..?

    Thx in advance!!!!

    ReplyDelete