AVT NATURAL PRODUCTS LIMITED_BRIGHT FUTURE

BACKGROUND

-Promoted by AV Thomas Group specialising in extraction of colors and flavours from Natural Resources set up in 1996

-Marigold cultivation in 35000 acres of land with 100000 metric tonnes production with 30000 farmers on contract.

-Located in Kochi, Kerala and Post harvest Processing centres in Tamil Nadu and Karnatka.

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POSITIVES

-AVT is in Proximity to the source raw materials and logistical advantage of import and export facilities with sea,air and road within its reach.

-Revival of feed grade price and in food grades,volumes has been dropped to meet client requirement

-Focus on innovation developing high yield hybrid for marigold production will be cost effecient

-in spices,high value niche products has paid off well

-made investments in Decaf business

-instant tea business is a challenge but since it's first supplies,future looks bright

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Negatives

-Volatility of rupee is not encouraging

-has made new investments,time is required to establish in those markets

Recommended at current price of 30.80 rs

NAVNEET EDUCATION LTD Proven winner Stock , holds a lot of value!!

BACKGROUND

-Set up in 1959 is an educational syllabus based content provider in print and digital medium

Manufacturer of Scholastic paper stationary and publisher of general and Children books

-Published more than 5000 titles

-Products sold under the names 'Navneet',Vikas,Gala,Grafalco,FfUunN and Boss.

-State of Art Manufactruing facilities in Virar,Guma,Dantali,Silvassa.

-Ventured into Digital Learning with  eSense in 2009,used by 15500 classrooms uptil 2015 in Gujarat and Maharashtra.

-Forayed into Pre School Business under the name 'Leapbridge Education' with 7 Pre schools in Pune and Mumbai

-Acquired a minority stake in School Management company owning 61 state board schools in Andhra Pradesh and 12 cbse schools in Maharashtra.

POSITIVES

-Stationary segment grew 17% year on year basis

-Digital learning will continue to perform better with more penetration in state board schools in Gujrat and Maharasthra.

-Dominant Market share in Western India of approx 65%

-Exports of paper stationary adding up to volumes

NEGATIVES

-Rising Input cost ever increasing raw material costs

-Companies relies on intellectual property rights and propritory right which may not be adequately protected under current laws and the industry is prone to defamation suits etc

-Highly competitive industry with lot of changes happening every moment and need to adapt those changes to remain in business.

Highly Recommended at current market price of 94 rs for medium to long term.

NARMADA GELATINES Value Pick Multi Bagger

BACKGROUND

-Set up in 1961 also known as shaw wallace gelatines ,located in Madhya Pradesh

-Does Manufacturing of Ossein and Gelatines abd by product di calcium phosphate 

-Gelatine is natural animal protein composed of various amino acids required for human nutrition.

-Wide usage in pharmaceutical,edible,photographic and other technical industries.

-The Company Was awarded Capexil award for gelatine exports

-Sound Management team including a director of gelatine manufacturing association of asia pacific



STRENGTHS

-Gelatine is a only natural gelling protein of commercial inportance ,there is no satisfactory alternative or substitute for gelatine.

-Rapid growth of pharmaceutical industry in india and across the globe which drives the gelatine industry.

-Growing use of gelatine in Food and beverages  and Cosmetics industries

-The office international des epizooties ,paris  contiued the status of india as 'Negligible risk' as far as BSE categorisation is concerned which is a good opportunity for this industry.

-Strategically located in Madhya Pradesh close to its essential inputs .

-Total Revenues increased from 87 crores in 2009-10 to 140 crores in 2014.

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NEGATIVES

-Upward trend in raw materials and non availability of good quality raw materials

-import of poor quality gelatin in India which is a health concern too and affects proper price realisation for domestic players

-Alternatives for the by-product DCP(Di Calcium Phosphate)are emerging could be a concern in future

-Growing regulatory issues in food and Pharma industry directly affects players in this industry.



Recommended at current market price of 145 for long term .