Scrip Watch

DCM Shriram Ltd. 

Scrip Sanctuaries for protection from the wildlife in this jungle of Indian Equities

DCM Shriram Ltd. 

DCM Shriram Ltd. 
Diversified
FV – Rs 2; 52wks H/L – 637/273.35; TTQ – 0.2 Lacs; CMP – Rs 502.7 (As On June 14, 2019);                      
Market Cap – Rs 8340 Rs. Cr.

Consolidated Financials and Valuations (Amt in Rs Crs unless specified)

DCM Sheeran
Company Equity Capital Net Worth Long Term Debt Total Sales PAT BV EPS P/E P/BV Industry P/E Promoter’s Holdings
Rs Cr. Rs Cr. Rs Cr. Rs Cr. Rs Cr. Rs Rs %
2019 31.4 3526 936.83 7859 902.6 224.9 57.6 8.7 2.2 32.2 66.5
2018 32.6 3040 527.24 7062.67 668.66 186.2 41.0 12.3 2.7 32.2 63.9

 

Consolidated Financial Trends (Rs. Cr):

Particulars FY19 FY18 FY17 FY16
Equity Paid Up 31 33 33 33
Networth 3526 3040 2528 2091
Total Debt 937 527 472 258
Net Sales 7771 7007 6118 6030
Other Income 88 56 47 41
PAT 903 669 552 300
Book Value (Rs) 224.9 186.2 155.1 128.3
EPS (Rs) 57.6 41.0 33.9 18.4

 

Management:

Mr. Ajay S. Shriram: Chairman & Senior Managing Director

Mr. Vikram S. Shriram: Vice Chairman & Managing Director

Company Secretary: Mr. Sameet Gambhir

 

Overview:

  • DCM Shriram Ltd. is a leading business conglomerate with a group turnover of Rs. 7,771 crores.
  • he business portfolio of DCM Shriram comprises primarily of
    1. Agri-Rural Business: Urea & SSP fertilizers, Sugar, Farm inputs marketing such as DAP, Crop care Chemicals, Hybrid Seeds
    2. Chlor-Vinyl Business: Caustic Soda, Chlorine,Calcium Carbide, PVC resins, PVC Compounds, Power and Cement.
  • Value added business: Fenesta Building Systems- UPVC Windows & Doors
  • DCM Shriram, across its various businesses is strategically diversified yet operationally integrated at a high level. Some of the businesses feed others, thereby lowering operation costs and making DCM Shriram a highly competitive player.
  • DCM Shriram is amongst the most cost efficient producers of products and services in all its businesses and has been continuously striving to lower costs.

 

Excerpts from Gaurav’s Blog

  Rest in Peace now Gerela Saab  ! Mr S T Gerela ex GM of BSE passed away peacefully this morning We had not met in years but he always remained at the top of my mind when it came to testimonials for this is what he had said to me over a decade ago,when […] [...]

Vedanta de-listing offer price Rs 87.50~Come on Mr Anil Agarwal ! Promoter Group of  Vedanta Ltd has proposed a voluntary de-listing at an indicative offer price of Rs 87.50~are the over 7.3 lakh minority shareholders from Alibag !? …apologies to the people of Alibag Some would term this as De-listing Duplicity ~ but I would […] [...]

This is a Riskless Reliance Industries Rights Investment Strategy for those over 2.3 Million Shareholders already holding RIL shares. It is not a recommendation to buy RIL cum rights  It’s a no brainer yet I’m just penning a brief note because some have told me they hold Reliance but are skipping the Rights ! Don’t […] [...]

 Wealth is negotiable, Health is not Your Personal Well Being is more important that the Stock Market Well Being ~ Always & more so in this unfathomable ongoing Covid-19 Reality Above’s a three minute reach out by me last night to all connected with me to reinforce this .It’s also posted on Facebook , […] [...]

Yes Bank ~ Has the RBI & MOF lost it !? SEBI really is a bystander here Controversial Lock In Clause 3 Sub Clause 8 (a) in the Scheme of Reconstruction  No wonder the Finance Minister Mrs Nirmala Sitharaman, while highlighting only selected points, even when asked for details of the Scheme,did not want to […] [...]