larsen and tourbo
its best scrip which is available at very worthy valuation. after poor performance in Q1 it was beaten down badly,its right time for retail participants to enter with time horizon of 2-3 years. it valuation now is at 10 year low. it has seen order inflows lately. the company is expected to close books with outstanding order book of 186000 crore which is equivalent to 3 times its 2013 revenue estimates.it has very good exposure to global markets which adds to its strength.
amararaja batteries
it has displayed consistant increase in sales,good volume growth, better product mix with aided margin expansion. its volumes are better than its peer exide industries. exide is trading at 15.3 times its FY14 price to earnings estimates while amara raja is trading at at 14.5 times its FY14 price to earnings, amar raja imports half of its lead material from abroad and the lead prices have also fallen in global markets with currency stabilising its operating margin is seen increasing. but its trading around 300 ,one should wait for a dip to enter.
its best scrip which is available at very worthy valuation. after poor performance in Q1 it was beaten down badly,its right time for retail participants to enter with time horizon of 2-3 years. it valuation now is at 10 year low. it has seen order inflows lately. the company is expected to close books with outstanding order book of 186000 crore which is equivalent to 3 times its 2013 revenue estimates.it has very good exposure to global markets which adds to its strength.
amararaja batteries
it has displayed consistant increase in sales,good volume growth, better product mix with aided margin expansion. its volumes are better than its peer exide industries. exide is trading at 15.3 times its FY14 price to earnings estimates while amara raja is trading at at 14.5 times its FY14 price to earnings, amar raja imports half of its lead material from abroad and the lead prices have also fallen in global markets with currency stabilising its operating margin is seen increasing. but its trading around 300 ,one should wait for a dip to enter.
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