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Monday, 25 July 2011

Results Update - Supreme Industries, Balaji Amines

Supreme Industries (Consolidated):





Q4 2010
Q4 2011
% Growth
FY 2010
FY 2011
% Growth
Sales
669.98
732.52
9.33%
2007.02
2436.2
21.38%
Op Profit
100.82
113.94
13.01%
298.68
357.39
19.66%
Net Profit
51.91
60.25
16.07%
155.98
195.84
25.55%
EPS
4.09
4.74
15.89%
12.28
15.42
25.57%
Cash EPS
5.28
6.01
13.83%
16.45
20.29
23.34%







Op Margin
15.05%
15.55%

14.88%
14.67%

Net Margin%
7.75%
8.23%

7.77%
8.04%








RoCE%
7.47%
8.70%

21.95%
26.35%

RoE%
9.48%
11.00%

28.48%
35.76%








Assets
1138.48





Net worth
547.71





Loaned Funds
511.24





  • Dividend of Rs 3 per share has been declared.
  • No news on the real estate sale. 
  • Q4 growth has been muted, although annual results are reasonably good.
  • Net margins have been consistently been increasing last few years. Stands at 8.04% vs 7.77% last year and has actually doubled in the last 5 years from 4% in 2006.







Balaji Amines



Q1 2010
Q1 2011
% Growth
Sales
78.91
114.52
45.13%
Op Profit
12.03
15.04
25.02%
Net Profit
6.22
7.17
15.27%
EPS
1.92
2.21
15.10%

  • Interest outgo has nearly than doubled - from 2.65 cr to 4.95 cr

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