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Thursday, December 14, 2006

$$ DreamGains !! $$ Initial Anniversary Coverage : ITL Industries

DreamGains Financial Services

 

 

Fundamental Report

December 14th 2006, Thursday

 

 

 Company Name: ITL Industries Ltd.

Recommendation:       Very Strong Buy

52-Week High/Low:     51/21                                                              

P/E Ratio:                    8.31

P/B Ratio:                    1.29

Target:                                    36 & 78

BSE Code: 522183

CMP: 30

Book Value: INR 21

EPS: Rs. 4+

 

 

Introduction

ITL is an established leading metal cutting solution provider offering wide range of machines, tools and cutting lubricants. ITL has been the pioneer in introducing India’s first double column type metal cutting machine in the year 1990 and since then, ITL has supplied more than 2000 machines across the country and global markets.

 

ITL has started designing and manufacturing of complete turnkey projects as well as equipments for production of tube and pipes which includes tubes mills, draw benches, straightening machines etc, which are necessary for production of ERW, Seamless pipes and stainless pipes. The company has already exported 2 projects and supplied 3 projects in India.

 

Recently, ITL has developed and manufactured India's first high speed CNC circular sawing machines and the same has been well accepted by most of the engineering industries. It is a perfect solution for cutting requirements of most of the automotive component manufactures and it’s expected that in times to come, they will shift from conventional cutting machines to circular sawing machines because of their higher productivity and high degree of automation along with quality cuts. The company is also sitting on a hefty order book of around 20crs and its increasing all the time.

 

 

Particulars                                           Mar ' 06            Mar ' 05            Mar ' 04

Operating Income                                20.53                17.32                13.43

Operating Profit                                   2.10                  1.14                  1.17

Reported Net Profit                             1.09                  0.41                  0.38

Earnings before Appropriation             1.09                  0.41                  0.84

Equity Dividend                                    0.32                  0.32                  0.32

Retained Earnings                                0.72                  0.05                  0.47

 

 

 

Operating income

Their has been steady increase in operating profit of the company with an  increase of   more than  20 % year on year basis which is a very good sign despite of not so high increase in the industry trends.

 

 

Net profit

Net profit has shown a tremendous performance from year to year where in reported net profit has shown an increase of more than 165 %   which shows huge benefits of large scale capacity utilization thus giving maximum returns for the investors.

 

 

Equity Dividend

As we all know declaring dividend is a good sign for sufficient cash reserves with the company.  ITL Industries has declared dividend year on year without any sign of decline which itself is a sufficient sign of best growth prospects of the company.

 

 

RETAINED EARNINGS

Despite of distributing dividends every year profits which is retained in the company has increased by huge amount which shows that company is holding back sufficient cash for the company for long term growth.

 

 

LOAN FUNDS                           Mar ' 06            Mar ' 05

Secured Loans                                     3.71                  3.74

Unsecured Loans                     0.10                  0.14

 

 

Despite of giving dividends to equity share holders and retaining huge profit for future prospects of the company, company is able to repay loan to some extent there by reducing fixed cost to the company hence a sign of good result of the company.

 

                                                            Mar ' 06             Mar ' 05             Mar ' 04

Adjusted E P S (Rs.)                             3.35                 1.27                 1.23

Adjusted Cash EPS (Rs.)                       4.18                 2.07                 1.96

Reported EPS (Rs.)                              3.35                 1.27                 1.15

Reported Cash EPS (Rs.)                      4.18                 2.07                 1.88

Dividend per Share                              1.00                 1.00                 1.00

Operating Profit per Share (Rs.)          6.46                 3.53                 3.53

Net Operating Income per Share (Rs.) 63.17               53.62               40.73

 

 

 

All financial data for ITL Industries has shown huge growth prospects of the company year on year continuously. All per share ratios of ITL Industries shows that company is doing extremely well. Cash EPS, OPERATING PROFIT PER SHARE and other ratios too shows that company is doing extremely well.

 

                                                            Mar ' 06             Mar ' 05

Gross Profit Margin (%)                                     8.91                 5.08

Net Profit Margin (%)                            5.24                 2.34

Return On long Term Funds (%)                       19.25               10.06

 

 

News Details   

Description      :           Corporate

Headline          :           ITL Industries - CRISIL rating

 

 

ITL Industries Ltd has informed that the Company has acquired Credit Rating as SE - 1B from India's leading rating, financial news, risk and policy advisory company CRISIL. CRISIL rating - SE 1B indicates "Highest Performance Capability & Moderate Financial Strength". The rating is effective from April 10, 2006 to April 09, 2007.

 

 

 

Share Holding Pattern as on:  30/09/2006    30/06/2006

 

No of Shares    % Holding         No of Shares    % Holding

Indian Promoters                    1361900            41.30              1351900            41.00

Private Corporate Bodies         256932            7.79                 265407             8.05

NRI's/OCB's/Foreign Others      223324            6.77                 221424              6.72

General Public                        1455144            44.13              1458569            44.24

 

 

 

Promoters of ITL Industries have increased their stake in the company from last year which is a very good sign for retail investors to be more confident about the results and future growth of the company.

 

NRI's/OCB's/Foreign Others have also increased their holding in the company which is good result. Increase in FII stake is very good signal for any company.

 

 

 

 

 

Future Outlook:

 

The engineering industry in India is on an upswing on the back of huge demand from the construction, infrastructure and capital goods sector. This has resulted in an increase in the demand for metal cutting machines.

 

 

ITL is well placed to take advantage of this opportunity as it is a leader in high speed sawing technology and is in the process of establishing itself in the domestic and global markets as an innovative and reliable

"Cutting solution provider”. Its current employee strength stands at 210, With 55 Engineers, of which 18 are in the CAD department. Moreover there are 9 Engineering, 2 Polytechnic and 3 ITI colleges at Indore, Thereby giving the company a location advantage to attract new talent.

 

 

Wide Product Range: ITL has a wide product range in metal cutting solutions. The company offers 60 different models of brand saw machines ranging from 100 MM TO 1,500 MM cutting capacity with Manual, Semi Automatic, Automatic and fourth generation CNC machines. On the back of its technical tie up with a German company, ITL manufactures 3 models of Kato Sawing machines with cutting capacities of 250 MM and 400 MM diameter in India as per KLasto technology.

 

 

Further, ITL is the hub for tube technology for leading manufactures. With technical know-how from

Various MNCs, It offers state of art equipment crafted by a highly experienced technical team. Its tube mills have capacity of making 20 inch diameter tubes/pipes.

 

All This makes ITL a Pioneer in cutting technology and also places it at an advantage over it peers, Thus ITL is best positioned to capitalize on the demand arising from the tube and pipe manufacturing sector.

 

The company was among 5 corporate who participated in the exhibition held at Germany. There has been an excellent response to the company's products as it has received 61 inquiries with trial orders for 25 machines estimated at RS. 30M.The consignment is to be shipped by December 2005. Further, The Company has representatives in U.S.A. and Germany, which helps it to maintain relationship with its existing customers and also acquire new customers. ITL is set to appoint 5 dealers, one each in UK, Poland, Germany, Turkey and South Africa to capture a share of the export market.

 

 

 

 

 

 

 

 

For FY07, ITL is likely to achieve turnover of Rs. 35 Cr. and NP of Rs. 3.65 Cr. This will give EPS of Rs.12

ITL is trading at just 8.2 times of FY06E earnings and just above 3.4 times FY07E earnings.

 

We believe that ITL is available at extremely low valuations. Considering high valuations enjoyed by engineering companies these days. The Scrips like Gei Hamon, Petron eng, International Combustion Etc. are quoting at PE ratio of 8 times.

 

We feel:

With growth in size, ITL IS BOUND TO HAVE MUCH HIGHER VALUATIONS AND THUS WE RATE A BUY ON IT WITH A TARGET OF Rs. 78+

 

INVESTORS CAN BUY ITL INDUSTRIES FOR MEDIUM TO LONG TERM.

 

 

Compiled By               Sources: guli

Fundamentals: DreamGains

 

 

 

Important Disclaimer:

Investment in equity shares has its own risks. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and up on sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.

 

Disclosure: Analyst & their client have already bought the shares of ITL Industries.

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BigGains !!
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