Aarti Industries

About

Aarti Industries is a manufacturer of basic chemicals, specialty chemicals, agro chemicals &
pharmaceutical products. It has 16 manufacturing units in Gujarat and Maharashtra and an R&D
facility. It has a global presence in the USA, Europe, and Japan. It manufactures Manufacturer
Nitro Compounds, Fluoro Compounds, Alkylated Amines and Toluidines.

Investment
Argument

It has highly integrated Plants (both Backward and Forward integrated) with Cost-Efficient Manufacturing
Process manufacturing over 125 products with diverse applications. With a presence of a number of levers to
drive growth, AIL is expanding its existing capacities where it already has global leaderships, venturing into new
chemistries with firm off-take commitments, and targeting higher utilization of pharmaceutical facilities. It has
planned to demerge its three business verticals and list them separately. Its three business are (a) specialty
chemicals, (b) pharmaceuticals and (c) home & personal care chemicals. The demerger will accrete the value of
its three businesses. Over the last five years, its consolidated net profit has registered growth of 21.46%.

Risk

Its exports accounted for ~50% of its revenue thus, a significant appreciation of INR against USD
will pose a risk to its competitiveness in global markets. In addition, the benzene prices fall may
impact its short-term profitability in short-term.

FY

Financials

CMP

Sales

OPM

EPS

PE

BVPS

PBV

EV/Sales

ROE

201603

513.25 2729.24

20.96

30.83

22.47

121.61

4.22

23

201503

513.25 2861.44

16.27

23.24

22.08

122

4.20

1.85

20.2

Jagran Prakashan
About

Jagran Prakashan is into the business of printing and publication of newspapers & magazines, FM
Radio, Digital and Outdoor advertising. The most popular newspaper or flagship brand of the
company is Dainik Jagran.The other newspaper brands published by the company are Mid-Day, Nai
Dunia, Mid- Day (Gujarati), The Inquilab and Punjabi Jagran. The magazines published by the
company is Sakhi. The company owns a radio channel Radio City 91.1 FM spread across 19 states.

Investment
Argument

Dainik Jagran flagship brand has a strong presence in Hindi speaking markets such as Jharkhand,
Bihar, Haryana, Punjab, Uttar Pradesh and Madhya Pradesh The company won 11 frequencies in
Phase 3 radio auction amounting to Rs. ~62 Cr. The EBITDA margin in the radio business stood at
34% for FY 16. The management has guided 11%-12% growth in print ad revenue in FY 17(E) on
the expectation of healthy add spends across discretionary sectors. Currently, the company has
2% market share and targets to reach 8% over next 5 years.

Risk

The major revenue in the print business comes from advertising. Delay in economic recovery may
hamper advertising revenue growth for the company. The move of reader base to internet based
products/apps could impact the company in terms of loss of print market.

Financials

FY

CMP

Sales

OPM (%)

EPS

PE

BVPS

PBV

EV/Sales

ROE (%)

201603

171.70

2060.31

34.26

13.71

19.15

34.75

4.94

2.8

28

201503

171.70

1725.38

26.11

9.87

17.39

34.69

4.94

3.26

27

AIA ENGINEERING LTD

About

AIA Engineering (AIAE) manufactures and markets a wide range of High Chromium consumable
wear parts (mill internals) which are used in the process of Crushing/Grinding in the Cement,
Mining, Thermal power and Aggregate Industries. These are core industries from an economic
standpoint and are the basic drivers of infrastructural development. AIAE has a global footprint
with sales and service support in more than 90 countries.

Investment
Argument

The company will be the biggest beneficiary of conversion from forged media to HCMI consumables in
the long run as it will be the largest player globally by FY18E. The company has shifted its focus to
mining segment, since the growth in the cement sector is expected to be flat. The company has a
significant client base in the global market and 95% of its revenue is from replacement demand which
helped maintain consistent cash flow to the company. The company will continuously focus on adding
the capacity and increasing the market share in the future. The company will add 1,20,000 MT addition
in next 3 years. It is a virtually debt free company. The company has a net cash of Rs. 864 Cr.

Risk

Due to the global slowdown, the demand for construction material including cement may reduce. Also,
the companys business verticals are oriented towards infra development, reduction in the economys
capex may be a risk in the future. The fall in the commodity price may force many mining companies to
decrease or stop its operations which will inevitably impact the AIA Engineering.

FY

Financials

CMP

Sales

OPM

EPS

PE

BVPS

PBV

EV/Sales

ROE

201603

1009.35 2053.16

29.77

44.98

23.66

220.94

4.57

4.21

18.58

201503

1009.35 2107.75

27.74

45.69

22.09

220.95

4.56

4.15

20.68

Wonderla Holiday
About

Wonderla Holidays Limited operates two amusement parks in Bangalore and Kochi under the
brand name Wonderla. The amusement park in Kochi is located at 15 km from the city and has 59
amusement rides. The amusement park is spread over 30 acres of land. The Bangalore
amusement park is located on the Bangalore-Mysore road. It is spread over 872 acres of the land
and has 60 rides. The Wonderla Bangalore also has a resort located inside the amusement park.
Investment Rationale

Investment
Argument

It has an operating margin of around 40%. It is virtually debt free company with ROE of around
24% in last three years. In 2014, the company raises approx. Rs 180 crore via IPO for its Hyderabad
amusement park. The Hyderabad park will has a capacity of 9,000-10,000 footfall in a single day. A
high entry barrier due to huge capital investment and a limited number of large amusement parks
in India, coupled with favorable demographics and rising discretional spend augurs well for the
company.

Risk

The amusement park business is seasonal as kids are the major driver of amusement parks, school
vacations around Diwali, Christmas and summer attract major crowds to amusement parks.
Besides, the company has to add the new rides to keep the interest of the people which is capital
intensive. Poor weather conditions adversely impact the business.

Financials

FY

CMP

Sales

OPM

EPS

PE

BVPS

PBV

EV/Sales

ROE

201603

394.35

205.36

41

10.59

37.24

71.33

5.53

10.32

14.8

201503

394.35

181.87

44

9.19

42.91

63.08

6.25

11.20

14.20

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