Oriental Aromatics - Falling interest

 

A splash of after shave, a dab of your favourite scent, a spritz of body mist can bring a smile to your face, uplift you, and make you feel ready to take on the world!

The art of perfume dates back as far as 3300 BC during the Indus Valley Civilization. Our Indian roots hold us in good stead. Fragrance is in our DNA and we have a range of fragrance molecules in our portfolio. A whiff of perfume can literally define the way you see a person. 

It awakens a sixth sense, a primal response that triggers awareness. From sandalwood to musk, lime to patchouli, oud to rose. We are a leading supplier of fine fragrance and perfume raw materials.

One of fragrance’s oldest uses in the world is to mask body malodours. In the courts of Arabia and France, they used a different fragrance each day. Today, we don’t think twice about reaching for our favourite scented shampoo, soap, deodorant, cologne or talcum powder to feel more hygienic and energetic. We manufacture a range of soap perfume and personal hygiene fragrances.

From removing the sweaty smell from your clothes, to camouflaging the chemical smell of an insect repellent, the masking property of fragrance in home care is endless. Whether it’s a scented candle, a shoe polish, upholstery cleaner, fabric softener, laundry detergent, or air freshener, there’s no limit to how fragrance can enhance your surroundings. 

We are a leading manufacturer of candle fragrances, functional fragrances and detergent perfumes. Masking sanitation malodours is another vertical where fragrance can create a dramatic positive impact with far reaching effects.

O-CAPS

Micro-encapsulation is one of the key techniques we deploy to exude the perfect fragrance.

https://www.orientalaromatics.com/

Current Market Price - Rs.334

Year High - 624

Year Low - 295

Returns -

1 month - 1%

6 months - minus 20%

12 months - minus 39%

Scrip has been losing during the last 1 year and is an underperformer. In the short term avoid.

Date 6 July 2023

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Nykaa - long way to prosperity

 

The Nykaa Story

India’s largest omnichannel beauty destination

Since our launch, we have not only redefined the art of e-retailing beauty and personal care in India, but also have been instrumental in fostering the growth of a previously relatively nascent ecosystem. 

From bringing you domestic brands, international brands, luxury and prestige brands, premium brands, niche and cult brands and expert advice and videos, coupled with our understanding of the needs and preferences of the consumers,to more than 72 Luxe and On-Trend and Kiosk Stores, an ever growing online community for beauty buffs, and a Beauty Helpline, we go out of our way to give you only the very best. 

With 2400+, 100% authentic brands Nykaa offers a well curated comprehensive selection of makeup, skincare, haircare, bath and body, fragrance, grooming appliances, personal care, and health and wellness categories.

Derived from the Sanskrit word ‘Nayaka’ meaning actress or one in the spotlight, Nykaa is all about celebrating the star in each woman, and being her confidante and companion as she embarks on her own journey to discover her unique identity and personal style. 

From the widest selection of genuine beauty products from around the world to beauty advice, Nykaa is truly passionate about catering to your every beauty and wellness need. Because after all, Your Beauty is Our Passion.

https://www.nykaa.com/

Current Market Price - Rs.143

Year High - 663

Year Low - 114

Returns -

1 month - 6%

6 months - minus 6%

Trading absolutely flat. Await Q1 results for any indicator of green shoots.  In the short term avoid.

Date 5 July 2023

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West Coast Paper Mills Ltd - declining

 

Overview

WCPM product-line features well-established brands of commercial to premium grades of paper and boards ranging from 52 to 600 GSM, catered to across six different product segment namely; Writing, Printing, Business stationery, specialty, industrial and packaging...

Premium Printing Papers

WCPM offers WESCO brand premium printing papers to suit high-end printing applications. Paper made on new generation former that features a combination of Fourdrinier wire section with a top former that facilitate

Business Stationary

WCPM present the finest Range of premium office papers of international standards, tailor-made to suit all kinds of high-end office printers. The feature-rich branded range comes in a right blend of surface

Printing & Writing Papers

WCPM presents a range of quality printing & writing papers from 52 to 120 gsm that suits to the entire needs of modern print-houses who demand high quality papers for commercial to premium printing of at reasonable price.

Security & HI-Value Grades Paper

The company enjoys the distinction of being a strong player in some of the value added, customized and niche product segments for high-end applications.

Cup Stock & Coated Duplex Board

WCPM presents a wide range of boards to the packaging industry viz; single and double coated Boards with Grey-Back, white-Back and kraft-Back options, offered in 230 to 600 GSM.

MG Varieties

WCPM presents a range of high quality machine-glazed paper and boards offered in grammage ranging from 80 to 250 GSM , that enjoy a special position in the market.

https://www.westcoastpaper.com/

Current Market Price - Rs.471

Year High - 663

Year Low - 332

Returns -

1 month - minus 9%

6 months - minus 13%

1 year - 40%

Date 5 July 2023

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SMC Global - Highly competitive market

 

SMC is a well-diversified financial service company in India & Abroad, offering one stop investment solutions in trading & investments. SMC believes in growing with its clients and creating valuable relationships. It’s about having the passion to go that extra mile and it’s about making the clients and partners a part of the family.

SMC offers advanced broking services across equity, derivative, currency and commodity asset classes, financial analytics, mortgage advisory, investment banking and executions in cash & future equities.

Thanks to its extensive market knowledge, innovative tools and dedicated client relationships, SMC has become the principal inter-dealer broker in both exotic and vanilla equity derivative instruments.

Equity

SMC Research Analysts and Advisory Managers guide you with solutions, backed by research, knowledge and expertise on a regular basis. We offer you specialized and comprehensive services, reviews and expert analysis in a timely manner to help you stay positive about your investment decisions.

Trade in Equity, Derivatives, Commodities through a single platform

Technical Analysis with advanced Charting Tools

Expert Research Analysts to support and guide you on various trading strategies

Trading platform with access through internet, desktop and mobile application

Unique trade analytics tools – Autotrender & Algotrading to track and improve your trading experience -withinsights into your trading behaviour using complex algorithms.

https://smcindiaonline.com/

Current Market Price - Rs.74

Year High - 95

Year Low - 68

Returns -

1 month - minus 1%

6 months - minus 4%

1 year - minus 18%

Date 5 July 2023

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NDL - Slow recovery

 

Denim Product Basket

Nandan Denim Manufacturing Facility Produces Quality Fabric From Cotton Fiber With Due Research & Development Backing The Innovations And Production Techniques Involved. Our World-Class Facilities Are Ably Backed By A Solid Infrastructure To Make Our Process More Productive, People More Efficient And Products Unbeatable In Quality.

Core Classics

The “Core classics” includes the selection of timeless “regular basic denims” that are essential items in everybody’s wardrobe.

Reinvented Classics

Our “Reinvented Classic” line are the fashionably modified form of our “Core Classics” product. Which adds some value to our core products.

Novelty

Presenting an amazing combination of the popular favourites Slubs / Crosshatch / Textures & Linen Blends

Structured

By adding this denim to wardrobe for a look that’s a combination of casual & smart. Its indigo fabric makes it easy to define a person’s style

Knit Denim

Our knit denim fabric has the desirable knit properties of natural stretch and air permeability.

Innovation

An area for new inspiration, dedicated to innovation and technology in service of creating new kinds of denim, corresponding to current needs and desires.

The yarn dyeing facility of 20 TPD with different configuration right from 6 kg onwards enables us to have larger number of shades. Along with that, the art weaving facilities worth 10 MMPA with latest high speed looms with dobby attachments using air jets and rapier technology. 

With that, we ensure that we produce the best plain, twill, dobby, oxford, chambray, fila fil, herringbone, basket weave and pin-point oxford to name a few. The state of the art weaving is coupled with the processing machines ranging from preparatory to finishing including prints, peach, bio finish, ETI, normal soft finish, carbon finish, airo, coating, printing over yarn dyed fabrics, Indigo dyed fabrics and many more to give a touch to the fabric that suits the customer requirement of being the fashion frontier.

https://nandandenim.com/

Current Market Price - Rs.20

Year High - 36

Year Low - 15

Returns -

1 month - minus 2%

6 months - minus 20%

1 year - minus 28%

Date 5 July 2023

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Subex Limited - slow growth

 

Subex is a pioneer in the space of Digital Trust, providing solutions for 75% of the world’s top 50 telcos. Founded in 1992, the year when the video-telephone was launched, we have been part of the evolution of mobile technology. 

Today, we are consultants to global telecom carriers for operational excellence and business transformation by driving new revenue models, enhancing the customer experience and optimizing the enterprise.

Subex blazed a new trail with specialized products for the telecom sector. It went on to become one of the top players in the domain. The journey has been an eventful one. 

However, one of the most enduring stories about Subex has been the faith reposed by its clients and teams. Over the years, Subex has defined customer focus, technical sophistication, delivery maturity and resilience in a world which brings new challenges and radical shifts every day.

https://www.subex.com/

Current Market Price - Rs.29

Year High - 48

Year Low - 23

Returns -

1 month - up 9%

6 months - minus 18%

1 year - 21%

Date 5 July 2023

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Coastal Corporation Limited - in troubled waters

 

Coastal Corporation Limited (India) has a history of 40 years in processing, production, and distribution of seafood, globally. Over these Four decades, we have earned market reputation through professional excellence amongst our global consumers and valued business allies. From the year of establishment to the current year of operation, it has been a remarkable journey of growth, continual improvement and sheer dedication and outstanding teamwork.

Coastal Corporation offers premium seafood that promises outstanding freshness and natural flavors, produced strictly under the guidelines of sustainable harvesting and production processes, complete traceability to origin and source, Eco-friendly methods, methods and complete transparency.

Our key product line consists of sea caught and aquaculture shrimps, value added and processed, raw or cooked in frozen blocks or IQF forms, as per the customer specifications. Our state of the art processing technologies , facilities and skilled manpower assures rightly sourced and naturally produced shrimps that are devoid of preservatives, antibiotics and hormones.

Coastal Corporation has taken utmost care in crafting and designing one of the best seafood processing plants in the country and perhaps globally. The company operates three processing plants which are backed by highly advanced, modern and state of the art technology used to process, produce and export superior quality seafood products, completely at par with the global standards.

The equipments and machinery installed are sourced from the internationally acclaimed seafood process machinery manufacturers and the plants have a capacity of 47.5 metric tonnes and 25 metric tonnes per day each. 

All three plants are fully equipped with sophisticated Climate Controlled pre processing and processing sections that ensure minimum fatigue to our skilled work force and provides the impetus to our people to ensure that the freshness and purity of the products are maintained right from the sourcing to the final stage of packaging and shipment.

Current Market Price - Rs.220

Year High - 377

Year Low - 166

Returns -

1 month - up 9%

6 months - minus 5%

1 year - minus 7%

Date 5 July 2023

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Globus Spirits - Sprinting ahead

 

Globus Spirits Limited was incorporated in 1993. Today, with a blend of experience-led wisdom and youthful exuberance, Globus Spirits operates with high standards of quality in the spirits business, driven to create value for all our stakeholders. Our presence in multiple segments and price points of the value chain is clearly visible, with well-integrated operations aiding in ensuring quality and cost control.

Globus Spirits distilleries are located in Rajasthan, Haryana, West Bengal, and Bihar. Our fully integrated plants facilitate the production of Rectified Spirit, Grain Neutral Alcohol (ENA), Value-priced Spirits, and Premium Spirits.

Business Segments

Our business segments are largely divided into manufacturing and consumer business, giving us a strong presence across the value chain.

Manufacturing

Manufacturing is the backbone at Globus Spirits Limited that keeps us tied together in every aspect of our lines of business, simultaneously serving as a solid foundation for our consumer products.

Since we manufacture our alcohol in-house, we are able to maintain greater control over product cost and quality, allowing the value-oriented consumer direct access to best-in-class high-quality liquor.

Our manufacturing facilities, spread across West Bengal, Bihar, Haryana, and Rajasthan, are enabling excellence by maximising yields from raw material. Our fully operational production units allow us to maximise alcohol yield while also optimising the production of by-products leading to complete utilisation of the raw material.

http://www.globusspirits.com/index.php

Current Market Price - Rs.1277

Year High - 1327

Year Low - 722

Returns -

1 month - up 14%

6 months - 53%

1 year - 29%

Date 5 July 2023

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CE Infosystems - MapMyIndia - Improving business

 

 C.E. Info Systems (MapmyIndia/MMI)

saw strong revenue growth of 35% YoY/ 17% QoQ driven by higher contribution from Gtropy business and strong open order book. Margins were impacted due to pick up in

device led IoT business which is margin dilutive in the near term but accretive in the longer run. We factor in dilution in margins in FY24E (41.4% vs. 42.6% earlier). Strong open order book of Rs6.9bn as of March 2022 and increase in contribution from Gtropy leads us to believe that strong revenue growth should sustain going forward as we build in 40% CAGR revenue growth during FY22-25E. Given MMI’s positioning in the industry, impetus on accurate data (key criteria), asset-light model and healthy financials we believe premium valuations should sustain and continue to remain positive on MMI’s long-term prospects.

▪ Revenue growth remains strong: MMI reported strong revenue growth of 35% YoY (+17% QoQ) during the quarter to Rs.763mn mainly led by the A&M segment (51% of revenue) which saw 47% YoY growth (albeit on a lower base which was impacted due to covid). Strong open order book and traction in the IoT business also aided by the Gtropy acquisition (which saw revenues doubling sequentially) supported growth in this segment. C&M saw slower growth of 24% YoY during the quarter as the order book herein is lumpy; management suggested that underlying demand remains strong. Strong open order book at the end of FY21/22 suggest that revenue growth should remain strong further supported by traction in Gtropy business. We build in 40% CAGR growth during FY22-25E.

▪ Margins impacted due to scale up in IoT business/higher marketing expenses: EBITDA margin saw a sharp decline of 606bps QoQ/617 bps YoY to 40% mainly due to pick up in device led IoT/Gtropy business, which is margin dilutive in the first year, but which picks up from the next year due to higher SaaS revenue contribution. Margins were also impacted due to higher marketing spends (5% of sales) which more than doubled sequentially and also due to investment in new product development. Margins excluding Gtropy business was at 50%. We have lowered our EBITDA margins by 120bps in FY24E to factor in higher contribution from Gtropy business.

https://about.mappls.com/

Current Market Price - Rs.1240

Year High - 1542

Year Low - 984

Returns -

1 month - up 9%

6 months - 20%

1 year - minus 17%

Performance for last 1 year is lacklustre. Growth prospects appear bright. Niche player and good clientele. Long Term investors can buy on dips.

Date 5 July 2023

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Veto Switchgear - Focused player

 

We are engaged in manufacturing of Wires & Cables , Electrical Accessories , Industrial Cables , Fans , CFL Lamps , Pumps , Modular Switches , LED lights , Immersion Heater , MCB and distribution boards .

Veto is India's first company to produce ISI mark electrical accessories in INDIA. The company uses high quality raw material to give best products to its customers. VETO holds a major share of market in India

VETO is a brand name registered since 1967, we have a strong distribution network of 2500 dealers across the country to provide our quality products to our valued customers. The company is manufacturing all types of housing wires under the brand name VIMAL POWER which is an renowned brand in the western region of India. Company strives to set new benchmarks in providing high quality products at competitive rates.

The company's states of art manufacturing plants in India are located at Haridwar and Mumbai which are continuously manufacturing all the products with excellence and precision in the electrical industry. 

The company has a strong team of highly qualified professionals who strive to innovate the best products with the use of advanced high tech machinery. The group sustained the position as a leading supplier of electrical goods in the gulf countries for a time period of more than a decade.

http://www.vetoswitchgears.com/home/index

Current Market Price - Rs.106

Year High - 132

Year Low - 72

Returns -

1 month - up 4%

6 months - minus 4%

1 year - 32%

Date 5 July 2023

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ICICI Prudential Life - Steady performer

 

ICICI Prudential Life Insurance Company Limited (ICICI Prudential Life) is promoted by ICICI Bank Limited and Prudential Corporation Holdings Limited.

ICICI Prudential Life began its operations in the fiscal year 2001. On a retail weighted received premium basis (RWRP), it has consistently been amongst the top companies in the Indian life insurance sector. Our Assets Under Management (AUM) at March 31, 2023 were `2,511.91 billion.

At ICICI Prudential Life, we operate on the core philosophy of customer-centricity. We offer long-term savings and protection products to meet the different life stage requirements of our customers. We have developed and implemented various initiatives to provide cost-effective products, superior quality services, consistent fund performance and a hassle-free claim settlement experience to our customers.

https://www.iciciprulife.com/

Current Market Price - Rs.570

Year High - 380

Year Low - 608

Returns -

1 month - 14%

6 months - 20%

1 year - 13%

Company is attempting turnaround.  With booming construction activity company expects to do well.

Date 5 July 2023

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