Sunday, 10 July 2011

Cheap Small Cap - JAI HIND PROJECTS

JAI HIND PROJECTS is small cap stock with very good potential for growth and is useful for long term investment. The company is based in Ahmedabad and doing construction works like underground pipe laying and corrsion coating for industrial projects.The current market price of the scrip is Rs.113.10. The financials for the company for last 4 years are as below:

figures in rs crores         FY 2011       FY2010     FY2009         FY 2008
                                      (unaudited)

Income                              438.39     409.92          239.47             74.75

Net Profit                        25.80        24.66             13.28              6.30

Share Capital                  13.41              7.26          7.11               7.11

Reserves & Surplus         97.22              71.42       47.75            33.30

Total Debt                    -not av-              296.77     152.64         98.77

Market capitalisation of the company is Rs.82.08 crores and PE ratio is 3.18. TheCAGR of earlier years is attractive except for FY2011 and there company is expecting very big foreign project. The less growth in 2010-11 is due to delay in certain crucial projects and are in negotiating big foreign project and expect to do good business in FY12. The market price of share has fallen by 60% due to low capital base and heavy debt. Moreover the shares of the promoters are pledged for getting loans for the project. The nature of the activity requires huge cash flows and hence debt is high. However the type of projects is profit oriented and growth potential is very good and can hope for bonus to be declared in near future.

Inspite of some weakness as above, the shares of the company will rise sharply rise over a period of 2 to 3 years horizon and the share prices are attractive at present and can be accumulated at every decline for long term value.

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