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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Dabur ~ A classic FMCG play! Post Reply Post New Topic
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nav_1996
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Quote nav_1996 Replybullet Posted: 27/Jan/2011 at 3:32pm
This has come down to a buy level again for long term investors. They have managed input costs better than all others and results should be ok.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 27/Jan/2011 at 4:15pm
Originally posted by nav_1996

This has come down to a buy level again for long term investors. They have managed input costs better than all others and results should be ok.
 
Sometimes i wonder why companies like Dabur quotes at 35-40 PE while its a slow grower with CAGR of 11% for past several year:
 
Key Financial Ratios
  2010/03 2009/03 2008/03 2007/03 2006/03
Per Share
EPS 4.99 4.32 3.67 2.92 3.3
 
CAGR - 10.89%
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nav_1996
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Quote nav_1996 Replybullet Posted: 27/Jan/2011 at 7:51pm
Not sure. Read EPS CAGR of 20% somewhere. Last 3 years EPS is as follows on consolidated level. 5.44 4.22 3.61
Current PE is 31.
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navtej91
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Quote navtej91 Replybullet Posted: 27/Jan/2011 at 8:03pm
PE is slightly over 19.5
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nav_1996
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Quote nav_1996 Replybullet Posted: 27/Jan/2011 at 9:21pm
I think there was a split and we need to adjust PE for that.
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navtej91
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Quote navtej91 Replybullet Posted: 27/Jan/2011 at 10:22pm
http://money.rediff.com/companies/dabur-india-ltd./12540103
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manish_okhade
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Quote manish_okhade Replybullet Posted: 27/Jan/2011 at 8:16am
Originally posted by navtej91

http://money.rediff.com/companies/dabur-india-ltd./12540103
 
Rediff quotes PE as per very last year's EPS. As per rediff below is the EPS
 
EPS (Rs) 4.99 4.32 3.67 2.92 3.30
 
It translates to 10.9% CAGR.
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nav_1996
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Quote nav_1996 Replybullet Posted: 27/Jan/2011 at 10:19am
Something is wrong with this data. Their 10 years EPS growth is about 18% CAGR. 10% may be for their worst year.
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