Rossell India.... from T 2 aviation & hospitality
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Microcaps-When will value.be unlocked?
Forum Discription: Micro cap companies waiting for value unlocking. This is for the patient long term investor These companies are neglected by the markets and are waiting for a catalyst.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=3718
Printed Date: 20/Apr/2024 at 1:30pm
Topic: Rossell India.... from T 2 aviation & hospitality
Posted By: gopal
Subject: Rossell India.... from T 2 aviation & hospitality
Date Posted: 16/Mar/2013 at 4:56pm
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Dear TEDies, Regarding Rossell India (a small cap stock) I am sharing some data that is available on Rossell India website. Rossell India Limited was formerly Rossell Tea Limited. The Company has diverse interests in Tea, Aviation and Hospitality. To better reflect the diversification of its businesses, and to create a unified brand, the company, on the 19th of April 2011, rechristened itself as Rossell India Limited. Post this rechristening, Rossell India Limited has also restructured itself into three divisions – Tea, Aviation & Defence (Technology and Engineering) and Product Support Services (Aerospace). In the Aerospace and Defence segment, the company has JV’s, partnerships and service agreements with leading OEMs of the world. Apart from this, Rossell India Limited also has strategic partnerships in the Hospitality sector. I will post more details regarding the stock. Webiste of Rossell India http://www.rossellindia.com/ - http://www.rossellindia.com/ Website of Rossell Hospitality http://www.rossellhospitality.com/ - http://www.rossellhospitality.com/ You may also visit there page on facebook for any more info. There page on face book is ............. Kebab Xpress or from the Rossell Hospitality website you may directly click on the facebook option / link to connect to there page on facebook. Since I am invested in this stock my views and opnions would be biased towards the stock, kindly do verify any information and then take any decision accordingly. Dear TEDies do give your opinion, advice and feedback on this stock. Thnx & rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Replies:
Posted By: rapidriser
Date Posted: 16/Mar/2013 at 5:36pm
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See the http://www.rossellindia.com/financial-result/Unaudited_Financial_Results_31_12_2012.pdf - segment wise breakup for the latest quarter. Tea accounts for more than 95% of their turnover. The cos performance will purely depend on its tea business. Aviation and Kebab Corner are merely minor distractions. ------------- When all else is lost, the future still remains. - Christian Nestell Bovée |
Posted By: master
Date Posted: 16/Mar/2013 at 5:56pm
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A quick look at numbers indicates: 1. But for exceptional gain from divestment in hotel company holdings, 9m perf. is nothing much to write home about.2. Employee expenses appear to be a drag, not sure if these are one-time benefits.
3. This will mostly be a tea story, that is if you have a view on tea as a commodity. ------------- Someone’s sitting in shade today because someone planted a tree long time ago. |
Posted By: gopal
Date Posted: 16/Mar/2013 at 7:57pm
Yes rapidriser, There restaurant / QSR in India is called Kebab Express. Only in november 2012 there base kitchen and first restaurant opened in connaught place. There second restaurant opened in connaught place, new delhi on december 2012. Since there restuarant business has just started in last last quarter, it was not expected to contribute much to the bottom line this year. Also since the initial cost of designing, packaging, branding and furnishings of a restaurant is high it has to some extent also effected the profits or topline of Rossell this year but over a period of time it was also start contributing as a segment to both the bottom line and top line. rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 16/Mar/2013 at 8:10pm
Dear Master, the news to write home about is the starting up of its QSR / restaurant business in India. Yes since the restaurants have just started quite recently in nov / dec 2012 and the company has not some how splashed this news in newspaper or through official media release. In the coming years I think its restaurant business will bear good fruits but it will require patience for a few years.
The reason why employee expenses appear to be a drag is that the company had formally created the hospitality devision in end of year 2011 but the restaurants have started opening in end of year 2012 so although for hospitality division there was expenses but no earnings. Also for some time more the hospitality division might still show high expenses till it breaks even.
Since there restuarant business has just started in year ending 2012, it was not expected to contribute much to the bottom line this year but over a period of time it was also start contributing as a segment to both the bottom line and top line. rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: master
Date Posted: 16/Mar/2013 at 9:20pm
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Gopal, any idea if they're going to incur capex for these QSR or is it franchisee model. The plan for roll-out in number terms and branding.
Investors would basically be interested how the full blown company will look like beyond the execution risk. ------------- Someone’s sitting in shade today because someone planted a tree long time ago. |
Posted By: breeze
Date Posted: 16/Mar/2013 at 12:27pm
Gopal, thanks for your work. I will try to get into the details and see if I could understand. Just a quick question, how do they account the profit loss of Nigerian KFC chain? How many KFC outlets do they have now?
------------- You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value, and in what combinations" John Malone |
Posted By: ZeeNut
Date Posted: 17/Mar/2013 at 3:31pm
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Devyani International Ltd & Rossel India have jointly invested in RV Enterprises pte, singapore. Devyani International (Nigeria) Ltd is the francisee of Yum Brands in Nigeria. Whether Rv Enterprises Pte holds some stake in Devyani International (Nigeria) i cannot say. But basically it appears to be an indirect (and financial) stake in the foods business by Rossell India. So IMHO that no numbers from the Nigerian company will ever hit Rossel India's books ... at the most if there is a dividend from RV Enterprises, it will come into Rossel India's books. I also agree with the member who pointed out that for the near future, we should treat Rossel as a tea company. Only when QSR / Aviation starts to make a reasonable contribution can we expect a rerating & a different discounting.
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Posted By: breeze
Date Posted: 17/Mar/2013 at 9:59pm
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Gopal, you are right, it will need some time to grow.
Like most said, its more of a Tea company right now. Will wait to see how their Kebab Xpress evolves. Its a nice concept. If they do it right it will be success.
------------- You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value, and in what combinations" John Malone |
Posted By: gopal
Date Posted: 17/Mar/2013 at 10:38am
Dear TEDies, Do remember that for a stake of 10% in Devyani International, ICICI Ventures paid Rs.250 crore in middle of 2011. So depending on the percentage of the financial stake / venture with Devyani international that investment of Rossell India could hold a big value. http://articles.economictimes.indiatimes.com/2011-05-12/news/29536342_1_restaurant-chains-kfc-costa-coffee - http://articles.economictimes.indiatimes.com/2011-05-12/news/29536342_1_restaurant-chains-kfc-costa-coffee Also the Annual report of Rossell India clearly indicates that RV Enterprizes PTE, Singapore is a joint venture Also companies in growth phase do not normally give dividends ie jubilant, speciality restaurant. So RV Enterprizes the joint venture with Devyani International not declaring dividends is ok. Lastly Rossell India also has both normnal equity and preferential shares in RV Enterprizes so there must be some extra benefits in term of interest or assured dividend to Rossell India. Rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: extreme
Date Posted: 26/Mar/2013 at 7:48pm
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Hi Gopal, Its consolidated PAT is flat fro last 3 years at 18cr Why do uthink suddenly we will see spurt in PAT? |
Posted By: gopal
Date Posted: 01/Apr/2013 at 9:38pm
Dear extreme,
Rgds
------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 11/Apr/2013 at 2:12am
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Smallcaps that can rally 20% in short term Following are technical views bY Ashwani Gujral, Fund Manager, ashwanigujral.com given to ET Now on smallcap stocks which can rally 20 per cent: Rossell India: After a mild correction, today it had a gap-up and is moving upward. Buy the stock around Rs 41.9 with stoploss of Rs 38 for a target of Rs 50. http://articles.economictimes.indiatimes.com/2013-04-05/news/38306680_1_stoploss-rs-78-rs-38 - http://articles.economictimes.indiatimes.com/2013-04-05/news/38306680_1_stoploss-rs-78-rs-38 ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 11/Jan/2014 at 1:25pm
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Rossell Techsys to supply wire harness to Boeing
Rossell Techsys, the aerospace engineering division of Rossell India Ltd, has bagged an order from Boeing for wire harness manufacturing. According to a filing to the BSE, the company has received the order for Boeing’s F/A 18 Super Hornet fighter jet. We are proud of the confidence shown in our company strategy by a customer like Boeing,” said Rishab Gupta, Executive VP of Rossell India. http://www.thehindubusinessline.com/companies/rossell-techsys-to-supply-wire-harness-to-boeing/article5368565.ece ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 11/Jan/2014 at 1:40pm
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Rossell completes 1 year of launch of Kebab Xpress fast food outlets
It has now got 6 fast food operational outlets as shown below Kebab Xpress outlet no 1 at M-43 Connaught Place, Outer Circle, New Delhi Kebab Xpress outlet no 2 at N-5 Connaught Place, New Delhi. Kebab Xpress outlet no 3 at shop no G2 & G8, V3S mall, District Center, Laxmi Nagar, New Delhi Kebab Xpress outlet no 4 at 2nd Floor Foodcourt, Moments Mall, Kirti Nagar, New Delhi Kebab Xpress outlet no 5 at DLF Cyber Hub, Cyber City, Gurgaon, Haryana Kebab Xpress outlet no 6 at shop no-301A, 3rd floor, TGIP Mall, Sector 38, Noida, Uttar Pradesh. ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 14/Feb/2014 at 4:06pm
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Dec 13 Qtr results of Rossell India are really good in present scenario.
Let us compare dec 13 Qtr results Vs Dec 12 Qtr results Total Sales 5,234 (Dec 13) Vs 4,061 (Dec 12) .. growth up by 29% 
Divisionvise break-up of Total Sales Tea Sales 4,708 (Dec 13) Vs 3,840 (Dec 12) .. growth up by 22.60%
Aviation Sales 392 (Dec 13) Vs 209 (Dec 12) .. growth up by 87.50%
Restaurant Sales 134 (Dec 13) Vs 12 (Dec 12) .. growth up by 1,016%
Even after making continous heavy expenses /Investment in Aviation & Restaurant business, Rossell India has still shown growth in profit by around 9%
------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 08/Apr/2014 at 12:25pm
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kebab xpress opens new fast food outlet at Pacific mall, subhash nagar, new delhi ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 06/Jun/2014 at 9:22pm
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FINANCIAL YEAR ENDED MARCH 2014 RESULTS
Analysis of sales / income for Financial Year ended March 2014 vs Financial Year ended March 2013 (Division break up) Tea 12556 (March 2014) vs 9397 (March 2013) growth 33.61% .... Aviation 1215 (March 2014) vs 1063 (March 2013) growth 14.29% .... Hospitality 431 (March 2014) vs 53 (March 2013) growth .... 713% ... Consolidated income 3336 (March 20143) vs 2514 (March 2013) growth 32.69% ... ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: navtej91
Date Posted: 08/Jun/2014 at 2:59am
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hi gopal, looking at the company if i may share with u my thought process.. All the sectors it operates in are heavy asset based other than kebab express. They are also not market leaders in kebab xpress as lot of local (organised) chains in delhi and otherwise capture indian Indian food market .. tea business is heavy asset play so is aviation (which they are already a niche player). Neither is the company clear on combine focus on any particular business segment. so for tea and beverage isnt Tata global and for over the counter fastfood market leader listed is jubliant foodworks..for aviation i'll pass all the companies as none is worth.
Goods points Balance sheet seems to be in very gud shape and stock seems to be moving with the market.. |
Posted By: navtej91
Date Posted: 08/Jun/2014 at 3:06am
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its getting difficult to line the company to a particular segment plus q4 reults sales fell like half any particular reason u are aware of ??
Plz if u can share with us some more details about its agreement with Devyani international as RJ corp may plan to list Devyani soon... |
Posted By: gopal
Date Posted: 10/Jun/2014 at 9:11pm
Dear navtej91 .. historically speaking quarter 4 and quarter 1 results are always down .... rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 13/Jul/2014 at 12:19pm
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Kebab Xpress opens another fast food restaurant at HUDA City Centre Metro Station, Gurgaon, Haryana ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 25/Aug/2014 at 2:31am
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Kebab Xpress opens another fast food restaurant at Punjabi Bagh Club road, Punjabi Bagh, New Delhi ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 20/Nov/2014 at 8:35pm
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QUARTER ENDED SEPTEMBER 2014 RESULTS
Analysis of sales / income for Qtr ended Sep 2014 vs Qtr ended Sep 2013 (Division break up) Tea Sales 4,078/- (Sep 2014) vs 4,022/- (Sep 2013) growth 01.37% ... Aviation business sales 448/- (Sep 2014) vs 325/- (Sep 2013) growth 27.45% Kebab Xpress sales 229/- (Sep 2014) vs 62/- (Sep 2013) growth 269.35% EPS 3.45 (Sep 2014) vs 4.36 (Sep 2013) growth (-) 20.87% Tea sale is down due to less rains in the harvesting cycle. Aviation business is showing growth. Kebab Xpress QSR business is contiuing on very high growth. EPS is down due to less sales of Tea and since company is still in investment and growth phase, but EPS still positive rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 20/Nov/2014 at 8:44pm
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kebab xpress price list is revised upwards and mostly all items have price increase but still kebab xpress prices are lower then most other indian fast food restaurants
Items on its menu to now include soup, veggies, desserts and hot beverages rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 04/Feb/2015 at 7:43am
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Rossell India 3rd qtr results are out.
Company seems to be on track sofar Dec 2013 vs qtr Dec 2014 results of Rossell India Tea business 4584 vs 4039 .. degrowth of (-) 13.50% Aviation 367 vs 577 growth of 57.22% Kebab xpress restaurant 134 vs 238 growth of 77.61% eps 3.59 vs 2.09 degrowth of (-) 41.78% 1 .... Tea business is down since there was draught / very less rain fall during leaf plucking season that has hit both turn over and profits. 2 .... Aviation business has shown good growth 3 .... Kebab xpress restaurant is showing good growth, it should break even once they have around 20 restaurants up and running 4 .... eps is down due to low sales of tea business and company still in invertment phase in kebab xpress and aviation business 5 .... with good growth in aviation business and kebab xpress restaurant in a year or two company dependence and cyclical effect of tea business and rains will get reduced to a great extent since margins are much higher in restaurant business ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 05/Feb/2015 at 6:40pm
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Kebab Xpress opens new restaurant at Qutub Tiffin, Qutub Minar, New Delhi ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 05/Feb/2015 at 6:49pm
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Kebab Xpress launches three new kebab fkavours with dips ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 15/Apr/2015 at 5:06pm
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Rossell India achieves Rs.500 Cr market capitalisation ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 15/Apr/2015 at 10:27am
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As per sharekhan report, the stock Rossell India is a multbaggar ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: gopal
Date Posted: 04/May/2015 at 10:31am
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Mr. Market
is now re rating the PE of Rossell India taking into account its fast food business, defense business as well as its investments with devyani international in fast food business in Nigeria Regards :) :) :) ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: ninest123
Date Posted: 21/Mar/2018 at 6:38am
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