fastest growing small companies
TRANSCRIPT
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Fastest Growing small companiesBy
Prof. Prasad Kulkarni
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1. Zydus Wellness
Zydus Wellness, the Rs 350-crore FMCG arm of
Zydus Cadila group, has a strong product
portfolio with an underlying health plank. The
company has invested heavily on building itsbrands such as Sugar Free, Nutralite and
EverYuth.
Despite a subdued performance in the June
quarter, the company's business continues tohold the promise of strong growth. Sugar Free is
India's largest-selling low-calorie sweetener with
an 86% market share.
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EverYuth range of skin-care products enjoy their
leadership position in the scrubs and peel-offs
category despite competition from MNCs and
other Indian players. However, the company isfacing intense competition in the face-wash
category. Growing at over 20%, the company is
poised to achieve its target of Rs 500 crore
revenue by 2013-14.
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2. National Peroxide
Improvement in the prices of chemical hydrogen
peroxide helped the industry leader National
Peroxide in FY11. The company achieved 49%
jump in revenues and 255% in net profits, whileits production improved 11.4% to 71,826 tonne.
The company expanded its hydrogen peroxide
capacity by 24%, for which it had to shut down
its plant in the April-June quarter for 70 days.
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Even after commissioning the plant, the
commercial production could begin only from
September 2011 onwards. This is set to affect its
numbers in the first half of FY12. However, thesecond half of FY12 onwards it will enjoy the full
benefits of expanded capacity.
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3. Mayur Uniquoters
Mayur Uniquoters is India's leading
manufacturer of artificial leather and supplies to
domestic automakers such as Maruti, Tata
Motors, Hero MotoCorp, M&M, etc, and footwearmakers such as Bata, Liberty, Action, etc.
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It has continued to grow well over last few years without
leveraging its balance sheet and is one of the few
companies giving quarterly dividends. The company has
started supplying to overseas automakers such as Ford
and Chrysler and is trying to enlist with GM, Toyota,BMW and Mercedes Benz.
The company has maintained its position in the 100
Fastest Growing Small Companies list for second
consecutive year and has proven a multibagger in lastone year. It appears well placed to continue its steady
growth in coming years.
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4. Sandur Manganese & Iron Ore
Sandur Manganese & Iron Ore is India's
secondlargest manganese ore miner and also
operates a ferro-alloys plant with almost all its
2,000-acre mining land in Karnataka. The company benefited from the improved
pricing scenario in FY11 although its sales
volumes dipped on export ban in Karnataka,
high freight costs and 20% export duty imposedon iron ore.
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The company's June 2011 quarter numbers
were hit by Supreme Court's blanket ban on
mining activity in Karnataka. This factor is likely
to weigh on its overall performance of FY12 likeother mining companies and could make it
difficult to maintain its position in the list next
year
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5. Lumax Auto Technologies
Lumax Auto Technologies is an auto-component
maker supplying transmission and steering
components, body and chassis and electrical
components. Growing production of automobiles by both
Indian and foreign players, a buoyant
replacement market and rising costs have
benefited Lumax.
http://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cmshttp://economictimes.indiatimes.com/lumax-auto-technologies-ltd/stocks/companyid-18774.cms -
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It is a debt-free, cashrich company and is
planning to add two more plants to the existing
six facilities in Maharashtra. Its entry into
infrastructure lighting, although small at present,could safeguard it from cyclicality of the auto
industry in the future.
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6. WABCO India,
WABCO India, now a 75% subsidiary ofWABCO
Holdings of the US, is a supplier of auto
components to commercial vehicles industry.
A significant revival in Indian commercialvehicles industry, thanks to investments in
development of road and infrastructure, enabled
it to post a strong revenue growth.
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As investments in roads grow with more and
more private participation, the long-term growth
trajectory will remain strong for the commercial
vehicle segment. However, in the shortterm, cyclicality in the
commercial vehicle market and rising raw
material costs could be a concern.
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7. eClerx
Mumbai-based KPO operator eClerx has
benefited from the buoyancy in the demand from
the global financial market.
Despite talks of a global slowdown, eClerxreported a strong sequential growth of over 6%
in the five out of the six quarters ended
September 2011, validating success of its
business model.
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PBDIT margin above 33% shows that the new
business did not come at the expense of
profitability. This has helped in offsetting the
impact of higher taxes due to minimum alternatetax on SEZ income.
The company offers critical back-end services to
the financial sector, which are not affected by the
movement of business cycles. This should keepthe company going during tough times.
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8. Hawkins Cookers
Hawkins Cookers is seeing a huge demand for
its products but was unable to meet it because
of labour issues at its plants.
Last year, the company's net sales grew 17%.The profit declined due to higher raw material
prices.
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But now most of the labour issues have been
resolved and input prices have come down from
their peak.
Hence the company will be able to run its plantsmore efficiently and higher growth can be
expected.
Besides, the company is financially sound with
high return ratios, strong cash flows and low
debt.
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9. Everonn Education
Education services providerEveronn Education
has reported strong buoyancy over the past
three years backed by sound return and liquidity
ratios. Its stock has, however, plummeted 44% from the
year-ago level following the judicial action
against its erstwhile MD in early September.
http://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cmshttp://economictimes.indiatimes.com/everonn-education-ltd/stocks/companyid-17730.cms -
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The company has appointed new leadership and
has ensured the soundness of its business
fundamentals. In the past one month, its stock
has recovered from the lows of Rs 228 to thecurrent level of Rs 380.
Its performance under the new leadership in the
next few quarters will be crucial to restore the
investor confidence.
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Companies to watch out forProf Prasad Kulkarni
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