Patel Integrated Logistics is a logistics services provider that offers a complete range of solutions. Its business activities include Surface transport, Door pick-up and door delivery, On-board couriers, Domestic cargo consolidation, International freight forwarding, international courier consolidation and Warehousing. For more info check, http://patel-india.com/ OR http://www.pill-india.com/
PRESENT DAY NUMBERS
CMP on Day06 July2014: Rs 30.80 Market cap: 47 crores BV: 60 FV: 10
Revenue FY13: 509 cr (FY12 452 cr) Net profit: 2.4 cr (FY12 2.6 cr) EPS: 1.5 (FY12: 1.7)
Debt: 40 cr
BRIEF HISTORY
Set up as a 1-truck activity in 1959, Patel roadways grew into one of the largest road transportation company in Asia which further transformed into a single-stop logistics services provider. The company has over 75,000 satisfied customers and is known for its reliable service.
MULTIBAGGER POTENTIAL
Scope of growth in various divisions of the business:
1. PATEL ROADWAYS: This division is a direct beneficiary of the rising domestic consumption; which needs last-mile connectivity to tier-2 and 3 cities
2. PATEL RETAIL: Express cargo industry in India is growing at a phenomenal rate of 35% and thanks to e-commerce will continue to do so.
3. WAREHOUSING: The company has about 1.5 lac sq ft in Chennai which is will expand to 5 lac sq ft for the automotive sector.
INTERESTING INFO
1. Early this year, recognizing the potential of the logistics industry, act investor Radhakishan Damani picked up stake in Gati; and the stock have moved 400 - 500% upwards since then.
2. Patel logistics is a formidable company in the same sector which is right there amongst the best in the industry.
MY TAKE
Logistics, as a business is closely aligned with India's growth as a country. The GDP/economic slowdown of the last few years had a direct impact on the company and therefore it struggled. How ever, the very same factor; will now act as a great driver and lever for this company to experience rapid growth along with the growth of the country over the next 2 - 5 years. This belongs to the Buffett philosophy category of "Great business at a reasonable price". In fact, this is very cheaply available; read, deeply undervalued.
A robust potential multibagger!!
Disclosure: Patel Integrated Logistics is part of my core holdings. I own 4000 shares (and intend to add more)
PRESENT DAY NUMBERS
CMP on Day06 July2014: Rs 30.80 Market cap: 47 crores BV: 60 FV: 10
Revenue FY13: 509 cr (FY12 452 cr) Net profit: 2.4 cr (FY12 2.6 cr) EPS: 1.5 (FY12: 1.7)
Debt: 40 cr
BRIEF HISTORY
Set up as a 1-truck activity in 1959, Patel roadways grew into one of the largest road transportation company in Asia which further transformed into a single-stop logistics services provider. The company has over 75,000 satisfied customers and is known for its reliable service.
MULTIBAGGER POTENTIAL
Scope of growth in various divisions of the business:
1. PATEL ROADWAYS: This division is a direct beneficiary of the rising domestic consumption; which needs last-mile connectivity to tier-2 and 3 cities
2. PATEL RETAIL: Express cargo industry in India is growing at a phenomenal rate of 35% and thanks to e-commerce will continue to do so.
3. WAREHOUSING: The company has about 1.5 lac sq ft in Chennai which is will expand to 5 lac sq ft for the automotive sector.
INTERESTING INFO
1. Early this year, recognizing the potential of the logistics industry, act investor Radhakishan Damani picked up stake in Gati; and the stock have moved 400 - 500% upwards since then.
2. Patel logistics is a formidable company in the same sector which is right there amongst the best in the industry.
MY TAKE
Logistics, as a business is closely aligned with India's growth as a country. The GDP/economic slowdown of the last few years had a direct impact on the company and therefore it struggled. How ever, the very same factor; will now act as a great driver and lever for this company to experience rapid growth along with the growth of the country over the next 2 - 5 years. This belongs to the Buffett philosophy category of "Great business at a reasonable price". In fact, this is very cheaply available; read, deeply undervalued.
A robust potential multibagger!!
Disclosure: Patel Integrated Logistics is part of my core holdings. I own 4000 shares (and intend to add more)
sir...
ReplyDeleteanother good pick. Wanted to know on targets as well buying level please......
Dear Deba!!
DeleteSetting targets for potential multibagger tasks is not a wise thing to do.
Multibagger stocks means; they will give you multifold profits. So how can you set the limits? It will all depend on the time frame and how well the company will do in the future times.
The best approach would be to determine your time frame and then set a happiness limit based on your needs. A profit of 100, 200, 400 or 500% depending on each individual. (what ever is good for you)
By that approach you can maximize your profits. Best Regards!!
Thanks sir .... can you please check Pochiraju Industries ... it seems is undervalued...
ReplyDeleteDeba; I did a high level overview assessment of Pochiraju industries. It is an interesting company. Definitely undervalued.
DeleteAll 3 business divisions of the company are in very promising and potential sectors. That is all I can for now.
Whether it has potential to give 200, 300, 400% profit; that will need a detailed research.
Best regards!!
ok sir.... thanks a lot... please let me know in case if you find multibagger potential in it... i have gathered a few... if so then i will accumulate further for long term.
Deletegood companeis but july end was bad for these companeis
ReplyDeletei have 1800-texmo pipes-17
1750-prakash constrowell
400- firstsource
300-patel integrated logistics i need just one more stble stock or i should invest rest of my money in these stocks. please tell me zorba and i would be pleased if you tell me the source where we can research about any stock.
Dear Paramjeet; All the stocks in your basket have a superb potential to give you huge profits. Rather than going for a 5th stock; try and add to the quantity of the 4 companies that you already own. Try and buy more and accumulate on dips.
DeleteAll these stocks are potential multibagger stocks (profit potential of 200 - 800%); Just hold them tight for 2 - 3 years.
Do not be concerned about the stock terms movements and fluctuations. Just ignore them. And don't bother too much about quarterly results or month on month news and happenings.
Fundamentally they are all very sound. They are all undervalued. All have excellent future potential. You have bought right. Now sit tight.
After each stock crosses a profit of 100 - 200%; then you can assess and review if you need to make some changes (as in sell and book profits)
Best regards!!
Paramjeet; My research of any company whose stock I am interested in takes the following course:
Delete1. Company website.
2. Annual report (latest); plus may be 1 or 2 more
3. Few quarterly financials
4. Tools like Moneycontrol, Screener
5. World wide internet (mainly via Google)
Spending at least between 8 - 12 hours is a good time for research on a single company.
All the best!!
Dear Yogi,
ReplyDeleteSir I bought this stock today 37 levels, is it good price. Im extremely impressed with datamatics. I have a 63% Return in less then 10 days :D
Also entered Avt at 46.25. Can i expect big movement 3-4 months.
Dear Pranab,
DeleteGood to see that u r in good profits in Datamatics. Wait for substantial profits before u sell it (minimum 100%)
About Patel, 37 is good entry level. Patience will reward u well.
About AVTN, im not a Nostradamus to predict what will happen after 3 - 4 months :-)
How ever it is one of the finest quality company, and the stock should continue doing well with a time frame of 1 - 2 years.
All the best!!
Good research, for low profile small investors, like us. Keep it up. Thanks.
ReplyDeleteU r welcome, Ajai.
DeleteWish u gr8 profits in the stock market. Cheers!!
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Hi sir, I want to know the growth prospects of sarla performance fiber.I have recently bought it at 76.
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ReplyDeleteI am happy to find this post Very useful for me, as it contains lot of information. thanks Bangalore Logistics Companies | Top Logistics Companies in Bangalore | Logistics Companies in Bangalore
ReplyDeleteWhen it comes to reliable and efficient logistics services, TCIEXPRESS stands out. Tci Express TCI Express is currently the company that businesses come to for efficient logistics solutions because of its commitment to quality and keen attention on client happiness.
ReplyDelete