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• Report Date: 18-Dec-2013 
• CMP: Rs 1215
• Mid Cap – Mkt Cap 8200 crores
• Advice:  Medium Risk, High Gain stock. BUY.

JainMatrix Investments presents investors the complete report on Just Dial Ltd. as part of the Investor Rewards Fortnight. 

Business Profile

• JDL is a firm with a 16 year legacy in Indian business listings. It started with phone based queries and Yellow pages, and now extends to internet, mobile apps, voice and text (sms) based search.
• This Bombay based firm had FY2013 financials of Revenue 363 cr., EBIDTA 101 cr. and Profits 68 cr. The number of employees is currently 8,200 up 32% from FY12.
• JDL generated 36.4 crore search requests in FY13. It currently has a database of 101 lakh business listings and has executed 2.4 lakh Paid Campaigns. Usage of JDL has increased by an average of 43% year…

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• Date: 22-Jan-13               
• CMP: 1033 (adjusted for July 2013 bonus)
• Large Cap – Mkt Cap 96,000 crores
• Advice: Invest for the long term

JainMatrix Investments presents investors the complete report on Larsen & Toubro Ltd as part of the Investor Rewards Fortnight. 

Summary

L&T is a buy at these levels. The key positives are:

• Diversified across a business verticals like Construction, Roads, Oil & Gas, Power, Fertilizer, Ship Building, Water, Railways, IT and Finance, & a big international presence.
• Management has a reputation for excellence and professionalism.
• Good growth with Revenues, EBITDA and PAT gaining 22%, 31% and 20% CAGR over 5 years.
• Valuation is below historical averages. The share is 32% below highs from 5 years ago.

The negatives are

• Expected share performance is dependent on domestic economic and investment recovery.
• Early signs of stress in the balance sheet due to high…

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• 23rd Aug 2013
• CMP: Rs 123
• Large Cap – Market Cap 25,500 crores
• Advice:  Medium Risk, High Gain stock. BUY with a 2 yr perspective

JainMatrix Investments presents investors the complete report on Adani Port and SEZ as part of the Investor Rewards Fortnight. 

Key Reasons to Invest:

• AP’s Mundra Port and Indian operations are excellent infra assets with Revenues, EBITDA and Profits up by 36%, 32% and 50% CAGR over the last 5 years.
• AP can emerge as a port sector dominator in 3-4 years. The currently govt. dominated Indian Port sector is constrained on capacity and efficiency, offering a large opportunity. 
• Divestment of the Abbot Point Port, Australia has de-risked the business.
• It has only medium debt, and the cash flow is likely to improve in coming quarters. 
• Risk: Environmental review and SEZ clearances by Govt. of India. 

This is an update of my Sept 2012 report ‘Adani…

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• Date: November 9, 2012
• CMP: Rs 294
• Large Cap – Mkt Cap 26,000 crores
• Advice:  Buy systematically

Titan Industries is a power brand and runs the largest specialty retail chain in India. Following the pioneering success in watches and jewellery, it is now building the eyewear, precision components and accessories businesses. The FY12 turnover of Rs 8791 and profit Rs 600 crore reflect a 5 year CAGR of 34% & 45% resp. Titan is at a very early stage of revenue and profit growth. Invest.

This is an update of my June 2011 report, A Titan for the Long Term.

Titan Industries – Description and Profile

• Titan Industries is a Bangalore based Tata group company selling watches, jewellery, eye wear and precision components. It has built strong brands and India’s largest specialty retail network.
• It started in 1984 with a JV between the Tatas and Tamil Nadu Industrial Development…

• Date: March 11, 2013
• CMP: Rs 55.0
• Small Cap: Market Cap 1394 crores

KEC International is a Power transmission EPC firm with operations in 48 countries. The synergistic diversifications into Power Systems, Telecom, Water and Railways are stabilizing. The Order Book has grown by 10.3% in a challenging FY13 year. But the Indian Power sector continues to see financial stress and uncertainty. So is KEC International a good investment at these levels?

High Voltage Transmission Towers and Lines

Read the report where JainMatrix Investments analyses this firm. To read this valuable report, you need to subscribe to JainMatrix Investments. On this link, check the details and Subscribe to this website to receive such valuable reports directly delivered to your Inbox.

This is the 2013 update of the report called KEC International is a Modern Powerhouse, published in Feb 2012. Available on LINK.

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