DP Money Watch – Power Up Your Portfolio With Genus

DP Money Watch is back after a long break, this time with new and improved stock tips and investment advice. We start of with a review of Genus Power Infrastructures.

Genus Power Infrastructures (Genus) is a ISO 9001:2000 certified Power Infrastructure company which manufactures electronic meters, power inverters, closed loop metering solutions and Hybrid microcircuits. Its an MNC in the making with offices in USA, Singapore, China, India and manufacturing facilities in Africa ,Brazil and India.

The Company’s Financial performance shows a robust growth of more than 80 % YOY in Net profits. Q1 in FY09 showed a 20% growth in the top and bottom lines as compared to FY08.

The Company has orders worth Rs. 450 crores and another Rs. 500 crore worth of bids are in the pipeline.

Buy is recommended at CMP of Rs.310. Now is a great time to buy this stock as a long term investment as it has fallen to 30% of its all time High price of Rs. 1050.

This report has been prepared solely for information purposes and the information contained herein may not be deemed to be an investment advice. Such information is impersonal and not tailored to the investment needs of any specific person. The information contained herein is not a complete analysis of every material fact representing any company, industry or security. The views expressed may change. While the information contained herein has been obtained from sources believed to be reliable, no responsibility (or liability) is accepted for the accuracy of its contents. Investors are advised to satisfy themselves before making any investments and should consult with and rely upon their own advisors whether and how to use such information in making any investment decision.

JK Lakshmi Cement, A Risk Free Pick In Uncertain Times

JK Lakshmi Cement in it’s 25th year can be compared to a beautiful young bride whom everyone would like to bring home. It’s cement capacity has grown to 5 million tonnes from the existing 3.5 million tonnes. The company has also invested Rs 11,000 crores to set up a 2.7 million tonne Green Field plant at Chhatisgarh. The Company has posted excellent results for FY-08.

Scrip Code : 500380 Company Name : JK Lakshmi Cement Ltd

Type Audited Audited Audited Audited Period Ending 31 Mar 08 31 Mar 07 31 Mar 06 31 Mar 05 No Of Months 12 12 12 12 Description Value(Rs. million) Net Sales / Interest Earned / Operating Income 11,076.60 8,438.30 5,824.80 4,867.80 Other Income 67.10 32.80 79.00 97.70 Total Income 11,143.70 8,471.10 5,903.80 4,965.50 Expenditure -7,773.80 -5,878.20 -4,615.70 -4,191.50 Operating Profit 3,369.90 2,592.90 1,288.10 774.00 Interest -278.50 -361.40 -194.90 -44.00 Profit Before Depreciation and Tax 3,091.40 2,231.50 1,093.20 730.00 Depreciation -585.40 -443.30 -530.70 -489.50 Profit before Tax 2,506.00 1,788.20 562.50 240.50 Tax -269.30 -7.10 -8.00 4.30 Profit after Tax 2,236.70 1,781.10 554.50 244.80 Extraordinary Items - - - 15.70 Net Profit 2,236.70 1,781.10 554.50 260.50 Equity Capital 611.90 570.90 497.70 552.90 Reserves 5,734.90 3,319.80 1,297.60 1,060.60 Basic And Diluted EPS after Extraordinary item - 32.34 11.14 4.71 Basic EPS after Extraordinary items 38.72 - - - Diluted EPS after Extraordinary items 37.72 - - - Nos. of Shares – Public 32,770,783.00 32,865,914.00 29,912,905.00 33,434,996.00 Percent of Shares-Public 53.57 57.58 60.12 60.45 Operating Profit Margin 30.42 30.73 22.11 15.90 Net Profit Margin 20.19 21.11 9.52 5.35 Cash EPS 46.12 - - - Detailed

Financials reproduced from BSEINDIA

Recently the company also released its expansion plans .

JK’s market capitalisation at a CMP of Rs. 111 is Rs. 680 crores, which gives an enterprise value of a 5 million tonne plant at just Rs. 182 crore/million tonne or US $ 46 per tonne of cement capacity vs. US $ 102 per tonne as envisaged in the Green field project. The share is available at P/E of less than 3 and is a value BUY at CMP.

This report has been prepared solely for information purposes and the information contained herein may not be deemed to be an investment advice. Such information is impersonal and not tailored to the investment needs of any specific person. The information contained herein is not a complete analysis of every material fact representing any company, industry or security. The views expressed may change. While the information contained herein has been obtained from sources believed to be reliable, no responsibility (or liability) is accepted for the accuracy of its contents. Investors are advised to satisfy themselves before making any investments and should consult with and rely upon their own advisors whether and how to use such information in making any investment decision.