Arvind Ltd:- Sitting on 1000 Acres of Land Bank

One of the oldest player in the textile segment is expected to close this year with a sales of over 2500 crore and a net profit of over 110 crore resulting in an eps of Rs 4.5 / share. Company is planning to invest over 2 billion for the expansion of its denim capacity and also to open various retail outlets across the nation.This expansion will result in a quantum jump of sales from 2500 Crores to 4300 crores in the next 2 years with an estimated eps of Rs 10/share.







Company is holding a land bank of 1000 – acre in and around Ahmadabad and the company is planning to develop these land for residential purpose. There will be a huge unlocking of value when this project is announced by the management.

At present the share is available at a price of Rs 54/- which will Gain 50 % to 100 % in next one year.

Alok Industries to double in less than 2 years

Company present in Textile, Retail and Infrastructure sector expected to close this year with an expected turnover of over Rs 6000 Crores. Company invested over 70 billion in the last five to six years for various expansion programs has started reaping the benefits from theses expansion programs. These can be seen from the increase in sales

Year end, Sales in Crores, % sales Growth

March ‘11, 6300, 46 %
March ‘10, 4311, 45 %
March ‘09, 2966, 37 %
March ‘08, 2159, 18 %
March ‘07, 1829, 29 %

Main trigger in company is its expected revenue from its real estate in and around Mumbai and the company is expected to earn apprx 2000 Crores from its real estate in the next 2 years time.
Even though Company is present in one of the oldest industry but the policies followed by the management are very modern which is evident from their consistent investment in modernisation programs year after year. They are planning to invest around 4.5 billion in next 2 years for modernisation programs.
Company is expected to close this year with an expected eps of 5.00 and a book value of around Rs 45.00 which means that this share is available at 50 % of its book value.Investment is recommended in this share at present value of Rs 23 and the share is expected to double in less than 2 years

Why you should invest in Blue star Info Tech ?

1. Consistent dividend paying company from inception.

2. Another company from the professionally managed Blue star Group.

3. Chances of a 1:10 split as the parent company has done the split few years back

4. Company in the software industry and all the company’s in industry are coming back strongly after the recession.

5. Investing in a Growth oriented management where Rs 7000 /- invested in Blue star in 1990 has grown to almost Rs 8,00,000 /- this is in addition to the consistent dividend .rights and a share of Blue star infotech free.

6. Current year Eps expected to be around Rs 13/-

7. At the end of the current year Book Value of this share will be around Rs 90/- ie you are getting this share for a Price to Book value ratio of 1.26

8. it’s a debt free company