Diagnostic and Healthcare Companies

 

Diagnostic and Healthcare Companies
Name IPO Year Issue Price IPO Size Face value 52 W H/L CMP Market Cap Equity Capital Networth Debt Sales PAT EPS P/E Book Value P/ BV Promoter’s Holding
Half 1 2020 Figures Rs Cr Rs Rs Rs Cr Cr Cr Cr Cr Cr Rs Rs %
Dr Lal Pathlabs 2015 540-550 638 10 950/1729 1595 13295 83 1041 0 760 136 17 48 125 13 57
Fortis Health. 2007 92-110 497 10 111/161 152 11456 755 6777 1412 2379 202 2 32 90 2 31
Aster DM Health. 2018 180-190 980 10 109/173 165 8311 505 3444 2494 4122 24 0 171 68 2 38
Metropolis Healt 2019 877-880 1204 2 1719/905 1671 8384 10 485 62 430 70 14 60 97 17 57
Narayana Hrudaya 2014 245-250 613 10 371/181 353 7210 204 1111 651 1611 76 4 47 54 6 64
Thyrocare Tech. 2016 420-446 479 10 605/407 545 2879 53 371 3 231 63 12 23 70 8 66

Polycab India Limited

Fast Moving Electrical Goods

TTQ: 0.33 lakh

Polycab India Limited ( Rs Crores)

23/01/2020 CMP FV Market Cap 52W H 52 W L Share capital Net worth BV Total borrowings Total income PAT EPS P/BV P/E
Q3 20 1012 10 15052 1149 525 148.8 3755.8 252.4 84 2404 216.6 14.6 4 69.5
FY 19 1012 10 141.2 2855 202.2 191 8049 500 35.4 5 28.6

PIL is engaged in the business of manufacturing and selling wires and cables. It is the largest manufacturer of wires and cables in India and a growing player in FMEG (Fast-Moving Electrical Goods) space. The company manufactures and sells various types of cables, wires, electric fans, LED lighting and luminaires, switches and switchgears, solar products and conduits and accessories.

Polycab India Ltd Listed on April 16, 2019 at Rs. 633 and has given stellar returns since. Almost doubling in price since listing and providing a 14% growth in Profit After Tax this quarter .
A significant Portion of Polycab’s revenue comes from several orders of more than Rs 1 crore. At the same time, because Polycab is not dependent on a few large customers, and concentration risk is not a source of worry.

Polycab has been a consistent performer in the last 5 years as displayed below.

5 Year Financial Performance:

2019 2018 2017 2016 2015
Total Income 7956 6770 5494 5207 4708
PAT 500 358 240 188 160
EPS 35 25 17 13 11
Net Worth 2855 2347 2004 1785 1629

Share Holding Pattern:

Pre-IPO Post-IPO
Shares % holding Shares % holding
Promoters 9.36 66.30% 8.53 57.40%
Promoter Group 1.78 12.60% 1.67 11.30%
Others 2.9 21.10% 4.65 31.30%

Management: 

  1. Chairman and Managing Director: Inder Jaisinghani -He has been the Chairman and MD since 2014 and been a part of the company since 1997
  2. CFO and Full Time Director: Shyam Lal Bajaj- He has held several leadership positions in other companies being; Director, Finance at Vedanta and CFO at Hindustan Zinc.

Current Operating Infrastructure:

Manufacturing facilities 24
Manufacturing locations 7
Warehouse locations 30
Branch Offices 20
Authorized dealers and distributors 3100+
Retail outlets 1,00,000+

 

 

 

 

 

 

 

 

 

Daily Bulletin (23rd January, 2020)

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20200123-41

1.Scrip code : 540879
Name : Apollo Micro Systems Limited
Subject : Board Meeting Intimation for Approving The A) Un-Audited Financial Results Of The Company For Quarter Ended December 31St,2019;B) Acquisition Of Majority Stake In Ananya SIP RF Technologies Private Limited;And C) Any Other Business/Matter With The Permission Of The Chair.
Apollo Micro Systems Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 01/02/2020 ,inter alia, to consider and approve a) Un- Audited Financial results of the Company for the Quarter ended December 31st,2019; b) Acquisition of majority stake in Ananya SIP RF Technologies Private Limited; and c) Any other business/matter with the permission of the Chair

2.Scrip code : 500165
Name : Kansai Nerolac Paints
Subject : Update Regarding The Joint Venture Between Kansai Nerolac Paints Limited And Polygel Industries Private Limited This is in furtherance of the following intimations by the Company to the Stock Exchanges with respect to the Joint Venture between Kansai Nerolac Paints Limited (‘KNPL’) and Polygel Industries Private Limited (‘Polygel’) i.e. 1. Letter dated May 7, 2019 with respect to the Joint Venture Agreement dated May 7, 2019 between KNPL and Polygel (‘said JVA’); and 2. Letter dated August 21, 2019 with respect to the Business Transfer Agreement dated August 21, 2019 between Nerofix Private Limited i.e. the Joint Venture Company incorporated in terms of the said JVA, Polygel, Promoters of Polygel and KNPL (‘said BTA’). We wish to inform you that transactions contemplated vide the said BTA have been completed and in terms of the said JVA, KNPL has completed the acquisition of 1,20,00,000 Equity Shares of Rs. 10 each of Nerofix Private Limited (i.e. 60% of the equity share capital). Shareholding pattern of Nerofix Private Limited is part of the letter enclosed.

3.Scrip code : 542367
Name : Xelpmoc Design and Tech Limited
Subject : Announcement under Regulation 30 (LODR)-Updates on Acquisition
We inform you that Board at their meeting held on Wednesday, January 22, 2020, started at 4:30 p.m. and concluded at 6:00 p.m., has considered and approved the following businesses: 1. Revision in terms & condition of investment in the securities of Leadstart Publishing Pvt Ltd (LPPL) i.e. investment in share warrants of LPPL instead of equity shares. The earlier proposal of investment in LPPL was approved by the Board at their meeting held on May 24, 2019. 2. Cancel the proposed investment in securities of Extrapolate Advisors Private Limited (EAPL), which was approved by the Board at their meeting held on July 10, 2019 and subsequently informed to the stock exchange on July 11, 2019. The details required under Regulation 30 of the SEBI (LODR) Regulations, 2015 read with SEBI Circular No. CIR / CFD / CMD / 4 / 2015, dated September 09, 2015, pertaining to above proposed modification stated in clause 1 is enclosed in Annexure 1 We request you to take the same on record.