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Sunday 12 April 2015

Colorful Sparkling - Kansail Nerolac paints

 The second largest market share in India after Asian paints in the paint industry. The co. is doing well since many years and and healthy at balance sheet. Falling crude price is a bonus to paint business. The co. always trying to grow its market share and has also bagged order from railway for metro and coach paintings. Co. has also introduced new product like metal painting, metallic color etc for industry, and auto segment. There is also news that co. is mulling to sale its surplus land and convert it into cash. On financial performance co. posted 9 month sales of 2720.54 against previous year of 2392.40 and Net profit of  211.30 Cr. against 161.70 Cr. of last year.  Full year EPS is expected 49.7 this year and 60  next year. The price trading at 55 PE against 65 industry PE and its peers trading more than 60 PE like Asian paints and Berger paints. The co. has less debt also compare to its peers. All these argues suggest to enter in this stock @ 230-235 level for the 1-2 years for good gains.



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