Andrew Yule ltd

Andrew Yule ltd

Andrew yule ltd is multi-product conglomerate with interests from engineering to financial services. It is serving the industry from past 147. The group comprises of the andrew yule, the parent company and four other four group companies across various sectors.

Group Business & Interests..

- Engineering
- Electrical ( Transformers & Switchgears )
- Tea
- Telecommunication
- Lubricants
- Printing
- Lamp Filaments
- Turnkey Projects
- Financial Services.

Andrew yule limited has 26% stake in Tide Water Oil (India) Ltd which deals in automobile lubricants - veedol range, lubricants & greases - automobile and industrial.

Shareholding Pattern..

(in %)	Jun-10	Dec-09	Mar-10
Promoter	94.42	94.42	94.42
FII	--	--	--
DII	1.56	4.47	3.51
Others	4.02	1.11	2.07
Total	100.00	100.00	100.00

Quarterly Results..

(in Cr.)	Mar-10	Dec-09	FY09-10
Revenue	40.67	55.99	186.42
Net Profit	11.67	53.79	72.23
EPS	0.42	1.87	2.59
Cash EPS	0.45	1.86	2.74
OPM %	53.49	108.12	54.13
NPM %	28.70	96.08	38.75

Price Movements..



Company Report Card..

Attribute	Value	Date
PE ratio	16.38	06/08/10
EPS (Rs)	2.59	Mar, 10
Sales (Rs crore)	35.44	Jun, 10
Face Value (Rs)	2
Net profit margin (%)	14.34	Mar, 09

We maintain a buy on this stock with price target of 60+ in medium term. Also any stake sale announcement in tide water oil will trigger an upside in this stock in coming days.

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Research Team, hotstocks.co.in

INOX Leisure Ltd

INOX Leisure Limited is a diversified group operating in the entertainment space and is a subsidiary of gujarat flurochemicals limited. It is one of the largest player in the indian film exhibition space. INOX currently operates 35 multiplexes and 132 screens in 24 cities.

Inox Currently acquired controlling stake in Fame India Limited which placed them as the second largest multiplex chain india after Reliance Big Cinemas.

Shareholding Pattern..

(in %)	Jun-10	Dec-09	Mar-10
Promoter	66.77	66.00	66.77
FII	1.43	0.06	1.40
DII	0.07	0.05	0.03
Others	31.73	33.89	31.80
Total	100.00	100.00	100.00

Quarterly Results..

(in Cr.)	Mar-10	Dec-09	FY09-10
Revenue	64.18	84.28	253.65
Net Profit	16.03	8.74	26.06
EPS	2.61	1.42	4.24
Cash EPS	3.28	2.05	6.75
OPM %	24.68	24.29	15.31
NPM %	24.98	10.37	10.27

Price Movements..


Report Card..

Attribute	Value	Date
PE ratio	16.98	29/07/10
EPS (Rs)	4.24	Mar, 10
Sales (Rs crore)	64.18	Mar, 10
Face Value (Rs)	10
Net profit margin (%)	10.19	Mar, 10
Last dividend (%)	10	10/06/08
Return on average equity	8.38	Mar, 10

According to Economic times, INOX is currently in talks with Reliance MediaWorks Limited for a stake sale. Both have currently denied any such developments. We put a buy on this stock with a price target of 95+

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Research Team, hotstocks.co.in