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rajivsubra
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Joined: 04/Sep/2009
Location: India
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Posts: 130
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   Posted: 27/Jan/2014 at 3:16pm |
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I have been holding B Corp since Rs. 100.
- The LHO market is in North India, coconut oil market is in South India, both have strong cultural roots, one is not going to affect or change the other anytime soon
- What B. Corp brings to any small brand is huge distribution in N. India, especially into smaller towns. The play here is not a marketing push, but distribution.
- They should look to purchase more such small brands where they can add immediate value by increasing distribution
- The only mis-step by the company so far is the purchase of real estate for their corporate office some time ago, outside of that, they have executed well
Edited by rajivsubra - 28/Jan/2014 at 1:43pm
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master
Senior Member
Joined: 06/May/2008
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Posts: 831
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Posted: 27/Jan/2014 at 6:51pm |
Originally posted by Avadhoot
profit CAGR is good but equity dilution did not let it transfer into the EPS.
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I don't think company has diluted equity anytime after its IPO in Aug-2010.
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Someone’s sitting in shade today because someone planted a tree long time ago.
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Avadhoot
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Joined: 07/Feb/2012
Location: India
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Posts: 87
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Posted: 27/Jan/2014 at 8:42pm |
Originally posted by master
Originally posted by Avadhoot
profit CAGR is good but equity dilution did not let it transfer into the EPS.
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I don't think company has diluted equity anytime after its IPO in Aug-2010. |
It was a long term consideration even much before the IPO period-
FY 13 FY 06
net profit 218.12 37.01 (crore rs.)
EPS 11.89 173.2 (rs.)
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MR TED
Senior Member
Joined: 26/Jul/2010
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Posts: 336
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Posted: 27/Jan/2014 at 12:07pm |
Originally posted by rajivsubra
- What B. Corp brings to any small brand is huge distribution in N. India, especially into smaller towns. The play here is not a marketing push, but distribution.
- They should look to purchase more such small brands where they can add immediate value by increasing distribution
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Agree distribution is their strength. Interesting that Ozone prefered to sell their brand to bajaj rather than dabur/marico although all were in race. No Marks is not just the 350 crore anti blemish market, as someone pointed out. It can be much larger than just this segment. Just that it was a pioneer in antiblemish and now i think Himalaya is no. 1.
Sometimes it makes me wonder how small companies make good products and so many products. Loreal just bought one local salon focussed company with multiple brands.
Also, all these ayurveda focussed earlier health oriented companies - Dabur etc transformed into big FMCGs
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Avadhoot
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Joined: 07/Feb/2012
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Posts: 87
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Posted: 27/Jan/2014 at 6:48am |
No Marks is not just the 350 crore anti blemish market, as someone pointed out. It can be much larger than just this segment.
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what I said was: the size of total anti-marks industry in India is Rs. 350 crore.
it was just rs. 342 crore which I rounded-up.
source: http://articles.economictimes.indiatimes.com/2013-08-23/news/41440823_1_ozone-ayurvedics-ozone-group-nomarks
Edited by Avadhoot - 27/Jan/2014 at 6:49am
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MR TED
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Joined: 26/Jul/2010
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Posted: 05/May/2014 at 10:05pm |
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Anyone having insights on how the new product - Kailash Parbat Hair Oil and No Marks acquisition doing for Bajaj Corp?
Also, how is their international operations doing? Seems they did well in bangladesh? Any insights welcome!
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MR TED
Senior Member
Joined: 26/Jul/2010
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Posted: 26/Nov/2014 at 10:06pm |
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Recent 8% stake sale of Bajaj Corp to Temasek..I have some concerns if anyone can help...
in news its mentioned its to equity fund Bajaj Corp's Power plant?? Bajaj corp does not own/operate any power plants..all I know of is that the group owns power business via bajaj Hindustan..does it mean that high dividend and stake sale money of Bajaj corp is going to power business of group? If this is the case then why is Temasek happy to invest in a company whose promoters are not using the stake sale money for its growth but rather for some other business?
Also, Temasek had earlier bought stake in Godrej consumers..any idea what did the promoters do with that money..did they invest in existing business?
Also, Basantji it woiuld be grateful if you can let us know on what mostly promoters do with stake sale money in good companies (in which we can invest for long term)..because after all its their personal money but still i am concerned
Thanks!
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Avadhoot
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Joined: 07/Feb/2012
Location: India
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Posted: 30/Nov/2014 at 9:20pm |
Originally posted by MR TED
Recent 8% stake sale of Bajaj Corp to Temasek. |
It's Shishir Bajaj group selling(better say promoter) its stake in their flagship firm Bajaj Corp.
| in news its mentioned its to equity fund Bajaj Corp's Power plant?? Bajaj corp does not own/operate any power plants..all I know of is that the group owns power business via bajaj Hindustan..does it mean that high dividend and stake sale money of Bajaj corp is going to power business of group? |
it's Kushagra Bajaj's passion and vision,that makes him see better prospects and returns in power than flavoured oil.
| If this is the case then why is Temasek happy to invest in a company whose promoters are not using the stake sale money for its growth but rather for some other business? |
The money involved is of Teamsek's and promoters of bajaj Corp and not of Bajaj corp itself,so bajaj corp investors need not worry.
As far as soaring of the stock is concerned, punters seem to have done their job as evident from volume,delivery % and price-retracement seen the stock price.
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