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Friday, May 21, 2010

Jayant Agro Organics



May 15,2010: Jayant Agro Organics: Value Buy??
May 20,2010: Jayant Agro Organics: Shareholding and Insider trading
June 24,2010: Jayant Agro Organics: 35% compounded growth ..next 2 years
Oct 12, 2010: Jayant Agro Organics: Multibagger target 300 in 18 months
Oct 15,2010: Jayant Agro Organics: Sept 2010 shareholding and Bonus possibilities
Oct 22,2010: Jayant Agro Organics: Half Year Sept 2010 Results: Consolidated Net Profit: 12.42Cr
Dec 11,2010: Jayant Agro Organics: Back UP the Truck!!: Strong Buy!
Jan 16,2011: Jayant Agro Organics: Dec 31,2010 Shareholding data review
Jan 24,2011: Jayant Agro Organics: Dec 31,2010 Result Review
Jan 26,2011: Jayant Agro Organics: Castor Oil Derivatives and their Applications
Feb 13,2011: Jayant Agro Organics: Largest Castor Oil and Derivatives Manufacturer in India
March 10,2011: Jayant Agro Organics: Castor Oil derivatives used in Solar Panel manufacturing
March 22,2011: Jayant Agro Organics: CRISIL Company report March 2011
March 29,2011: Jayant Agro Organics: Castor oil used in synthesis of Silver Nano particles
May 9,2011: Jayant Agro Organics: Back up the Truck!!
May 20,2011: Jayant Agro Organics: March 2011 Results
Sept 03,2011: Bio-Plasticiser Surge in Demand
Sept 11,2011: Jayant Agro: March 2011 Annual Report Review (Must Read)
Sept 21,2011: Jayant Agro: Solvent Extractor's Association Castor Crop survey 2010-11
Sept 29,2011: Jayant Agro AGM Sept 29,2011 Report
Oct 1,2011: Jayant Agro: Ford Focus 2012 features first castor oil based automotive foam
Oct 21,2011: Jayant Agro: Castor oil derivative: Automotive Fuel line has long term resistance to bio-diesel
Nov 10,2011: Jayant Agro Results 6 months ending Sept 30,2011
Jan 23,2012: Jayant Agro Dec 2011 Result review
Feb 20,2012: Jayant Agro: Promoters buy 5.6lakh shares from Open Market for Rs6.5Cr
Feb 20,2012: CRISIL upgrades Credit rating of Jayant Agro Organics
March 13,2012: Jayant Agro: Castor Oil Derivative -Primer (Must Read)
March 27,2012: Jayant Agro: Castor Oil Report - Download Link (Must Download)
April 1,2012: Jayant Agro: Sebacic Acid used in "Sustained Release" Medicine
April 17,2012: Jayant Agro: PA12 shortage Castor oil derived PA-11 in demand
April 21,2012: Jayant Agro: Castor oil to the rescue of Auto companies
April 23,2012: Jayant Agro: Castor crop survey SEA:estimated Jayant March 2012 earnings
April 29,2012: Castor Oil Loan Scam 1100cr detected by CVC
April 29,2012: 5000 tonnes castor seed sold by ACAZIS AG
May 27,2012: Jayant Agro year ending March 2012 result review
June 09,2012: Jayant Agro Organics: Peek into the future
June 16,2012: Jayant Agro Organics: Star trading house: June 2012 FOB Data (Must Read)
June 18,2012:Jayant Agro: Swastka Investmart Recommends Jayant@128 target 217.60
June 29,2012: Jayant Agro: May 2012 FOB Export data 
July 04,2012: Jayant agro: DGFT June 2012 Export Data
July 12,2012: Jayant agro: Castor oil Derivatives shoe by Nike!
Aug 24,2012: Jayant Agro: Q1 June 2012 Result Review
Oct 11,2012: Jayant Agro: July-Aug-Sept 2012 DGFT Export Numbers
Nov 16,2012: Jayant Agro: Alarming Oct 2012 DGFT Export Numbers
Dec 31,2012: Jayant Agro: New Year Gift :Bonus by Jayant Agro
Feb 7,2013: Jayant Agro: Dec 2012 Quarterly Result Review
March 12,2013: Jayant agro: Under reporting Export Incentives
April 11,2013: Jayant Agro: Strong Buy: Arkema to buy 25% stake in Jayant Agro subsidiary
May 7,2013: Jayant agro: Falling Export Numbers: worried?
June 10,2013: Jayant Agro: Latest FOB Data: charts
July 2,2013: Jayant Agro: June 2013: FOB Data
July 2,2013: Jayant Agro: Old Annual Report 2000 - 2004
Aug 22,2013: Jayant Agro: Annual Report March 2013: where have the dividend's gone?
Aug 26,2013: Jayant agro:Stand alone Profits: Under reporting profits by a factor of 3
Sept 10,2013: Jayant Agro: New JV for Bio-Polyols(Jayant Agro,Mitsui Chemicals, Itoh Oil)
Oct 17,2013: Jayant agro: Before Results-Estimated Sales/Profits for Quarter ending Sept 2013
Nov 1,2013:Jayant agro: Plant based Polyurethane opens up the future of Japanese Auto Manufacturing
Dec 28,2013: Jayant Agro: Bio-Based Polyamides, India the assured raw material supplier
Feb 1,2014: Jayant Agro: Castor Based Green Solvents: Industrial Green Chemical World-2013
Feb 7,2014: Jayant Agro: Third Industrial Revolution-Best Buys-Jayant agro, GAEL, NHPC & Tata Comm
Feb 12,2014: Jayant Agro: Bio-Polyol Plant Joint Venture with Mitsui Chemical & ITOH OIL
Feb 22,2014: Jayant Agro: Stats: Castor Oil based Patents
Feb 27,2014: Jayant Agro: Castor Oil Presentation-Indian Institute of Chemical Technology-Hyderabad
May 4,2014: Jayant Agro-SEWA(NGO)-Castor Supply Chain
July 3,2014: Jayant Agro:Why I Love this 2% Net Profit Margin Business
July 8,2014: Jayant Agro:Unresolved Global Oil Supply and Demand Poses Risk
July 9,2014: Jayant Agro: Postal Ballot for 700Cr Debt or Stake/Asset Sale
July 18,2014: Jayant Agro: Auditors of Jayant Agro hold more than 1% in Jayant Agro
July 22,2014: Jayant Agro: only 676 shareholders hold 92.91% stake in Jayant Agro
July 23,2014: Jayant Agro: The good guys in the US Court case against now defunct Biotor Industries
July 25,2014: Jayant Agro: Moneycontrol understating Return On Capital Employed for Jayant Agro
Aug 10,2014: Jayant Agro: Quarter 1 2014, Result Review
Aug 25,2014: Jayant Agro: Chart Reading: Predicting the future
Oct 15,2015: Jayant Agro: Short Term Debt: Is it really Bad or Good Debt?

Company Website www.jayantagro.com
Annual Report March 1999-2000
Annual Report March 2000-2001
Annual Report March 2001-2002
Annual Report March 2002-2003
Annual Report March 2003-2004
Annual Report March 2008
Annual Report March 2009
Annual Report March 2010
Annual Report March 2011
Annual Report March 2012
Annual Report March 2013
Annual Report March 2014
AnnualReport March 2015


Investor Section in Jayant Agro Website where we can get Annual Report of Subsidiary

Spilling the Beans about Castor Oil and its Derivatives

15 comments:

Anonymous said...

Hi,

I am new to stock market. I am planning to invest Rs. 1 lakh and need your advise on which stock (s) to invest.

Thanks for your help

What'sUp Prahalad said...

Anonymous:

Well without a doubt you should invest in Jayant agro organics and Gujarat Ambuja Exports.. with 12 -18 months investment timeframe.. for good returns..
(Also the returns will be tax free.. so no need to worry about the "Axe-Effect" of Tax man..)

=happy investing
whatsup-indianstockideas.blogspot.com

Anonymous said...

Your analysis and conviction is spot on. You may want to have a look at this http://www.moneycontrol.com/news/market-outlook/find-out-ashish-chugh39s-2-hidden-gems_506268.html

Q: Jayant Agro had a very good second quarter. Do you expect them to break all their previous records now?

A: The opportunity for the company is very big mainly because of a very important statistic which is that India produces about 60% of the global production of castor seeds. That will give castor companies in India a big competitive advantage.

Jayant Agro is probably the only listed player in the castor sector. That is what excites us. The user industry for castor oil and castor based chemicals ranges from lubricants to pharma, food to fragrances, telecom to paints and coating. So they are used in a variety of industry segments.

If you look at the financials for FY10, sales were close to Rs 900 crore, whereas the profit after tax is about Rs 12.5 crore. In the first half, their sales are up by close to 55% to about Rs 580 crore. PAT is up by more than 100% to about Rs 13 crore which is more than PAT for the full year FY10.

We do not have any peer group as far as the listed space is concerned. But there is also a very big company in the castor business which is Biotor Industries. Biotor Industries is a private company. Not much information is available about this company in the public domain. Two years back, this company gave a minority stake of about 25% to Morgan Stanley Private equity for about Rs 182 crore, which got Biotor close to Rs 700-800 crore.

There are some press reports which suggest that Biotor maybe planning an IPO of about Rs 500 crore. Even if we assume 50% dilution, it will give Biotor a marketcap of about close to Rs 1,000 crore. Biotor is slightly bigger than Jayant Agro. A marketcap of Rs 1,000 crore for the number one company and Rs 150 crore for the number two company will see the disparity narrow down.

Jayant Agro has also formed a joint venture with Mitsui Corporation where Mitsui holds about 24% stake to manufacture high value added products. Once earnings from that venture start to kick in, we can see a substantial rise in the earnings of Jayant Agro. I find the stock looking undervalue

What'sUp Prahalad said...

Anonymous:

Dont know why but your comments are not visible.. but yes.. Ashish Chugh has been recommending my picks for the past one year..
The three stocks that I have recommended and suggested also by Ashish Chugh are:
1. Pitti Laminations
2. Superhouse
3. Jayant agro Organics..

Not all the info is correct. for one Jayant is now a largest player.. Bitor was the largest castor processor till 2004 after which Jayant agro is the largest processor of castor seeds.. as per SEA (Solvent Extractors Association)
yes most of this info is available in my blog... but just in case here is the link to ashish chugh's recommendation ..
http://www.moneycontrol.com/news/market-outlook/find-out-ashish-chugh39s-2-hidden-gems_506268.html

Also it seems the Jayant agro management has given an interview.. here is the link to jayant agro management interview..
http://www.moneycontrol.com/news/business/jayant-agro-expects-profits-to-touch-rs-1100crfy11_506350.html

=happy investing
whatsup-indianstockideas.blogspot.com

What'sUp Prahalad said...

Anonymous:

Dont know why but your comments are not visible.. but yes.. Ashish Chugh has been recommending my picks for the past one year..
The three stocks that I have recommended and suggested also by Ashish Chugh are:
1. Pitti Laminations
2. Superhouse
3. Jayant agro Organics..

Not all the info is correct. for one Jayant is now a largest player.. Bitor was the largest castor processor till 2004 after which Jayant agro is the largest processor of castor seeds.. as per SEA (Solvent Extractors Association)
yes most of this info is available in my blog... but just in case here is the link to ashish chugh's recommendation ..
http://www.moneycontrol.com/news/market-outlook/find-out-ashish-chugh39s-2-hidden-gems_506268.html

Also it seems the Jayant agro management has given an interview.. here is the link to jayant agro management interview..
http://www.moneycontrol.com/news/business/jayant-agro-expects-profits-to-touch-rs-1100crfy11_506350.html

=happy investing
whatsup-indianstockideas.blogspot.com

Anonymous said...

What's Up... I have some surplus funds and shall I keep accumulating only Jayant & GAEL for longtime perspective? Or do you recommend some other stocks? I am planning to pick up some Jayant at CMP and invest in GAEL on SIP basis? pls advise

What'sUp Prahalad said...

Anonymous:

Personally if I had surplus money and I wanted to invest in the market ..

My top 2 investments will be :
GAEL and Jayant Agro which is where I would invest 80% of my money..

The rest I would spread over Tata Communication, Pitti, SKM Egg, IFB Agro and other ideas discussed in this blog.

Pls note this is my personal opinion.. and please do your own deep dive before investing..

GAEL I had invested at around 25 and it went down all the way to 17 before rising to 50 levels.. and right now available at 37 levels..

The thing is whenever you invest large amount.. there is a tendency of the market maker to swing the share price.. if you are a weak hand .. you will most likely panic.. (look at Jayant falling from 140 to 87 .. I was actually buying jayant at that point of time..)

Things to remember are:
1. Do a thorough study before investing..

2. Have conviction in the stocks that you are going to invest in.

3. Donot invest with borrowed money..

4. Invest for long term 12-24 months minimum to get maximum return..

=happy investing
whatsup-indianstockideas.blogspot.com

Srini said...

Hi What's UP:

This is Srini who has asked for your advise on 1 lakh investment and now I have Jayant @ avg of Rs.112 & GAEL @ avg of Rs. 36. I am new to stock market and these two are my first picks.

I want to learn how to study a stock and it's fundamental & technicals etc and need your guidance on achieving those skill sets. Can you pls guide me with your expertise

Regards
Srini

What'sUp Prahalad said...

Srini:

It is not easy to sum up how you can do fundamental analysis..

I can tell you some things about the way I do it.
1. Fundamental Analysis is the basis for selecting a stock to buy.
2. Technical analysis is to time your entry into a stock
3. Exit from a stock is based on stock reaching above fundamental valuation of the company .. and not so important is "Technical analysis"

4. Fundamental Analysis is based on a basic idea about cost of goods. If Maruti "Swift" during promotion sold by Maruti at a price of a "Nano" can you identify the value?? (Definitely Yes)
Would you buy it? (Yes)

===================
This is because of the fact that you are certain about the value of "Swift" and "Nano"
===================
Fundamental analysis is also based on determining the value of an enterprise (which is linked to stock price) and to buy when its cheap and sell when its expensive..
==================
Basic fundamental analysis is based on "Enterprise Value" (Market Cap + Debt - Cash)
and like in case of Jayant agro you have a 1000Cr sales company with 25Cr net profit available at an enterprise value of 320Cr ..

Interest rates also make a difference for determining the valuation of a company..

Please look at:
http://whatsup-indianstockideas.blogspot.com/2010/05/question-and-answers.html

Also you have to do a lot of reading.. and "intelligent investor" and "Security Analysis" are good starting points..

Ability to read balance sheet, income statement and Cash flow statement is required knowledge..

Please note there is no: Easy way out.. and it might seem easy but it is not..

=happy investing
whatsup-indianstockideas.blogspot.com

Purushottam said...

Prahalad:
Just came across crisil rating for jayant agro..

(ADPnews) - Nov 19, 2010 - Indian credit rating agency CRISIL said it would keep the BBB-/stable/P3 ratings on the bank facilities of Jayant Agro-Organics Ltd (BOM:524330) unchanged.

The agency issued the following press release:

Rs.45.0 Million Long Term Loan

(Reduced from Rs.50.0 Million) BBB-/Stable (Reaffirmed)

Rs.131.5 Million Proposed Long Term Bank Loan

Facilities (Reduced from Rs.210.0 Million) BBB-/Stable (Reaffirmed)

Rs.1580.0 Million Packing Credit

(Enhanced from Rs.1450.0 Million) P3

Rs.84.5 Million Letter of Credit & Bank Guarantee

(Enhanced from Rs.57.5 Million) P3

Purushottam said...

Rating for ihsedu also..

http://money.sulekha.com/crisil-ups-ihsedu-speciality-s-long-term-bk-facilities-to-bb_news_17848

What'sUp Prahalad said...

Purushottam:

This is great work.. I will get it up on the blog.. thanks once again..

Well its Jayant agro result day.. so lets keep our fingers crossed.

=happy investing
whatsup-indianstockideas.blogspot.com

Purushottam said...

Found an crisil report on jayant.

http://www.nseindia.com/content/corporate/eq_JAYAGROGN_base.pdf

Good data.. Have a look..

What'sUp Prahalad said...

Purushottam:

This is really great data .. I will add it into the blog ..

Thanks as always

=happy investing
whatsup-indianstockideas.blogspot.com

Jatin said...

Very good coverage on Jayant agro

Thnks