Скачать или смотреть Emerging Bluechip Stock India - Piramal Enterprises | Detail Company Analysis | Indian Stock Market

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Series of Emerging Large-Cap ideas,

Play 2 Sectors
Pharma & Financial Services

2 Major Positive Triggers
Demerger and Visionary Promoter

With impeccable track record of wealth creation.

One of the dominant players in most of the segments,
Track record of Operating Excellence
Timely investments as well as Disciplined exits

Name of Stock is Piramel Enterprises

Diversified Indian company

Part of the conglomerate - The Piramal Group  

Presence in 3 important business
Healthcare - 50%
Financial services - 40%
Information management - 10%.

Warren Buffet was once asked what are the things he look in the Management Team ?
Intelligence, Energy & Integrity.

Mr. Ajay Piramal,
The Chairman of the Piramal
Aggressive approach
known for acquiring potential businesses
turning them around and selling them at much higher value
Creating massive value for shareholders

Piramal Enterprise - Currently trading at around 2440 level
52 week High - Rs. 3053 Low - Rs. 1865

P/E of stock is 29 times
Market Capital - Over  43,000 crore,

ROE 9%
ROCE 27 % respectively.
 
Shareholding Pattern of company
Promoter holds over 51%
FII holds 26%
DII hold 4% stake in company

Most of the Equity Mutual fund schemes from Canara, Kotak, Birla and HDFC constantly buying shares of company in their flagship Equity schemes.

Positive Triggers of Piramal Enterprise
3 Business Varticles
 
Healthcare Business
Only Indian company - never faced US FDA problems
Cleared all Audits

Products like Saridon & I-pill
Global Pharma Business and Consumer products business growing at 18% CAGR since last 5 years.

Financial Services
Retail Business - acquisition of Sriram stake with 4800 Cr investments
Wholesale funding to Real estate developers with strict credit quality check
It has Controlled NPA’s,
Robust AUM Growth,
25% ROE in wholesale funding inspite of lending to Realty Builders.
 
Information Management
Provides Technology & Support  for Pharma companies with Data Analytics
Research Products & Global consulting.

Top 50 Pharma Companies globally are their clients.

Piramal Enterprises plans to list its Two entities
Healthcare & Financial services
In next 2 years to unlock value for its shareholders

Ajay Piramal
His Past Track Record 
1988 - moved out of Textile Business & Acquired 48th Rank Pharma company 'Nicholas Laboratories' & Made it through Top 3rd Pharma company today due Organic & inorganic Route
2011 : Piramal acquired 11% stake in Vodafone for roughly 6000 crores & In 2014 sold it for 9000 crore (19% IRR )
2013 : Acquired 10% stake in Shriram transport finance to make inroads in financial services.
2015-17 : Piramal done 7 acquisitions for 3000 crore.

Over the preceding 29 years, more than 90% of  key capital allocation decision by Piramal Group turned out to be successful.
 
We expect company to double its profits from here on in next 2 to 3 years backed by growth in AUM in Real Estate Financing, Turnaround in Pharma Division and Annuity from IT Business

Demerger of this Company expected to grow the market-cap of the company by 50% from 43000 crore to 60,000 / 65000 crore in next 2/3 years
 
Stock is trading at 16.2 times FY20 E EPS, So based on 'Consensus Analyst community estimates', stock can provide 60%  potential Upside in next 2 years .

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#ValueMulticaps #EmergingBluechip #PiramalEnterprisesLtd