TABLE OF CONTENT

1 Basic Information........................................................................................................ 2
2 Industry Swot Analysis ............................................................................................... 2
2.1 Strength ............................................................................................................... 2
2.2 Weakness ............................................................................................................ 2
2.3 Opportunity ......................................................................................................... 2
2.4 Threats................................................................................................................. 2
3 Company Swot Analysis............................................................................................. 3
3.1 Strength ............................................................................................................... 3
3.2 Weakness ............................................................................................................ 3
3.3 Opportunity ......................................................................................................... 3
3.4 Threats................................................................................................................. 3
4 Investment Strategy .................................................................................................... 4
4.1 Investment Decision............................................................................................ 4
4.2 Investment Proportion......................................................................................... 4

pdfMachine
A pdf writer that produces quality PDF files with ease!
Produce quality PDF files in seconds and preserve the integrity of your original documents. Compatible across
nearly all Windows platforms, if you can print from a windows application you can use pdfMachine.
Get yours now!
 1 Basic Information
Scrip Code : BSE 532787 , NSE : ESSDEE Current Market Price 367

2 Industry Swot Analysis

2.1 Strength
Demand oversurged the Supply for Next decade.
India per capita consumption of 1kg compares to world as follows
25 to 30
US & Europe Kgs
Japan 15 Kgs
Taiwan 10 Kgs
China 3 Kgs
Growth of Industry Forecasted in range of 10%

2.2 Weakness

Dependability on the power segment from Production

2.3 Opportunity

2.4 Threats

Competition from China Market. Or Fall in Demand in China may affect the
Indian market severly.

pdfMachine
A pdf writer that produces quality PDF files with ease!
Produce quality PDF files in seconds and preserve the integrity of your original documents. Compatible across
nearly all Windows platforms, if you can print from a windows application you can use pdfMachine.
Get yours now!
 3 Company Swot Analysis

3.1 Strength
In growing Industry
Last Year payment of 20% dividend.
Promoters stake 59% of Equity
Equity Capital 30 Cr.
Face Value 10 Rs.
Changing habits in favour of use of aluminium foils of consumer
Consistent High Operating Profit Margin
Caters to Pharma Industry (growing segment)
Good Sales Growth

3.2 Weakness

Fall in cash ratio

Increase in Interests Cost and Loan Burden
High proportion of Account Receivables increase
31-Mar-09(12) 31-Mar-08(12) 31-Mar-07(12)
Accounts Receivable 2360.36 39.21 1251.77 26.82 637.21 24.12
Loan Funds 1026.33 17.05 765.52 16.40 259.40 9.82
Caters only to 23% of the Aluminium Industry segment and present in Niche
Market.

3.3 Opportunity

3.4 Threats

Entry of New Player in Market

pdfMachine
A pdf writer that produces quality PDF files with ease!
Produce quality PDF files in seconds and preserve the integrity of your original documents. Compatible across
nearly all Windows platforms, if you can print from a windows application you can use pdfMachine.
Get yours now!
 4 Investment Strategy
4.1 Investment Decision

Best Buy Best Buy Best Buy

Price before Price before Price before
Dec 2010 Sep 2011 Mar 2012
Lowest Price
133 145 205
Forecast
Remarks for Discount Price Rightly Price Slightly Over
Lowest Price (Best Buy price
Forecast Option )
Highest Price
443 487 687
Forecast
Remarks for Reachable by Reachable by Too lucky to
Highest Price 2012 Mar 2012 Dec or reach this price
Forecast 2013 Mar

Holding Period 2years to achieve Highest Price forecast

Max of 2x multiplier

4.2 Investment Proportion

Investment in this scrip to be in ratio of 2 % of the total Investment

Scrip Amount of Percentage of Max Returns

Investment Investment forecast on
Capital
Employed
Ess Dee 10000 2% 20000
Aluminium
Total 500000 100 -

pdfMachine
A pdf writer that produces quality PDF files with ease!
Produce quality PDF files in seconds and preserve the integrity of your original documents. Compatible across
nearly all Windows platforms, if you can print from a windows application you can use pdfMachine.
Get yours now!