Mid-Cap Shares

For Wealth Creation

5

Hindustan has 4 editions and 113 sub editions across the Hindi speaking region

and has been re-launched in a New Version. It covers all spheres of news likeinternational, national and local news which relates to politics, business, entertainment,sports and varied general interests

We expect strong growth in both advertising and circulation revenue due to

the company’s strong presence in various states. Management has also guided that thecompany is focusing on improving operational efficiencies to ensure growth of revenueleading to growth of profit

Rural slowdown, due to many competitors entering the market, could impact

growth in the long run. Company’s expectation of increase in circulation revenue couldalso not be met

Hindustan Media Ventures

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2012-13 214 597 16 9 24 59 4 1,636 2.7 15

2013-14 214 636 18 12 19 69 3 1,655 2.6 17

About

Investment Argument

Risk

Financials

Apollo Tyres Ltd, is in the business of manufacture and sale of Tyres. The

company has four manufacturing units in India, two in Southern Africa and one in theNetherlands and exports to over 100 countries.

It offers a comprehensive product portfolio of passenger car, light truck,truck-bus, off highway and bicycle tyres, retreading material and retreaded

tyres. Over plantation of rubber and decline in auto OEM demand has kept the pricesunder pressure for rubber

Apollo Tyres growth prospect is less in the short term considering the company’s

capacity constraint, slow demand and competition from competitors providing

cheap alternatives

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2012-13 171 13,412 14 21 8 90 2 9,796 0.7 23

2013-14 171 12,726 15 20 8 99 2 9,788 0.8 20.6

Apollo Tyres

About

Investment Argument

Risk

Financials

Styrolution ABS is the leader ABSOLAC (ABS) in India, which is a plastic resin usedfor manufacturing of home appliances, automobiles, consumer durablesand business machines. It is also a leading manufacturer of ABSOLAN (SAN) which

is used for products such as lightings, stationeries, novelties, refrigerators and cosmeticpacking

As the Automobile and Household industry is expected to grow at a goodpace, it will drive the demand for Styrolution’s products. Hence we expect the company

to expand at a great pace

The company has been currently impacted by high cost of imported rubber due to

expansion plans and by fluctuations in cost of crude oil. Also the demand has sloweddown currently

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2012-13 568 826 10 31 19 216 3 1055 1.3 14

2013-14 568 989 10 36 16 247 2 1065 1.1 14.6

Styrolution

About

Investment Argument

Risk

Financials

Merck is a subsidiary of Merck Group Company, which is located in Germany. It operates

both Pharma and Chemical business in India. It supplies high-quality

pharmaceutical and chemical products. It is the world’s oldest pharma and chemicalenterprise located in 59 countries

Merck is one of the leading companies for innovative and top-quality high-tech productsin the pharmaceutical and chemical sector in India. The Pharma business comprises of

formulations used in area of cardiovascular, metabolic diseases andvitamins. Chemical business comprises of Bulk Pharma Compounds and Specialty

Pigments

Prices of key ingredients used in products manufactured by the company remain volatiledue to several market factors, including changes in governmental policies and

fluctuations in the foreign exchange rates

Merck

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2012-13 804 687 15 47 17 291 3 1,415 2.1 16

2013-14 804 798 10 34 24 315 3 1,392 1.7 10.7

About

Investment Argument

Risk

Financials

Mangalam Cement has a total productive cement capacity of 2 MTPA while all the

capacity is located in Rajasthan in the northern region. The company sells ~65% ofcement in the north while remaining volume is sold in Uttar Pradesh and central

region

A presence in favorable regions of North India has helped the company to maintain

higher utilization levels. It has completed the expansion plan of cement and clinker

capacity. With increased capacity, it should be able to benefit from economies ofscale by improving its margin

There is a risk of lower sales realization in the present financial year (2015-16).

Also there is a risk of continued weak prices of cement in the northern region

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2012-13 249 631 16 21 12 162 2 725 1.1 13

2013-14 249 706 19 29 9 184 1 746 1.1 15.7

Mangalam Cement

About

Investment Argument

Risk

Financials

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