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master
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   Posted: 31/Jan/2010 at 8:18pm |
I like the way this company can expand its ebitda margin; can be a steady compounder.
Edited by master - 31/Jan/2010 at 8:19pm
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Someone’s sitting in shade today because someone planted a tree long time ago.
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rakeshmehta48
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Joined: 01/Dec/2007
Location: United Arab Emirates
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Posted: 24/Apr/2010 at 8:46am |
I was pleasantly amazed to learn recently that Dabur has completed 125 years of operations. I had an idea that this is a very old company and it was incorporated before we got independence, but 125 years was beyond my imagination.
Dabur was established by Dr.S.K.Burman at Kolkata (Calcutta)during the year 1884. Later, company shifted its base to Delhi in 1972.
Any body having any idea of any other Indian company which is 100+ years old. May be from Tata Group.
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rakeshmehta48
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Posted: 24/Apr/2010 at 9:15am |
Originally posted by master
I like the way this company can expand its ebitda margin; can be a steady compounder.
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Dabur's EBITDA margins upto 2004 used to be in the range of 12-13%
Then from 2005 started improving.
During the last three years Ebitda margins are 18+%
Likewise PAT margins improved from 6-8% to 13-14%, during the same period.
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nav_1996
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Posted: 24/Apr/2010 at 9:47am |
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Tata Steel and Indian Hotels are about 100 years old.
Dabur is a classical FMCG play. It has most diversified portfolio after HUL and is based on Aurveda/Wellness platform. I would consider best FMCG play if you want to hold it for really long period(decades).
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rakeshmehta48
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Posted: 24/Apr/2010 at 10:02am |
Originally posted by nav_1996
Tata Steel and Indian Hotels are about 100 years old.
Dabur is a classical FMCG play. It has most diversified portfolio after HUL and is based on Aurveda/Wellness platform. I would consider best FMCG play if you want to hold it for really long period(decades). |
Thanks Nav for infm on Tata Steel & Indian Hotels.
Re Dabur, I fully agree with you. I am holding this stock for 15+ years
Simple return during this period is 60 times + dividends.
For me it's 120 times + dividens, because of one in/out during 2008/09
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nav_1996
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Posted: 28/Apr/2010 at 7:38pm |
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Great numbers from Dabur. PAT up 30%, volumes up 15%.
Sometimes I wonder why we need to hold volatile/cyclics when companies like Dabur have been growing 30% since last 5 years. This growth momentum will continue for a couple of more years.
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basant
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Posted: 28/Apr/2010 at 9:04pm |
Excellent point!
Originally posted by nav_1996
Great numbers from Dabur. PAT up 30%, volumes up 15%.
Sometimes I wonder why we need to hold volatile/cyclics when companies like Dabur have been growing 30% since last 5 years. This growth momentum will continue for a couple of more years. |
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Ajith
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Posted: 28/Apr/2010 at 10:22pm |
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Gosh!I looked at the quarterly numbers after seeing this thread right now.Absolutely terrific.Dabur is set to become a huge company.
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Ajith
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