저자: RakeshJhunjhunwalaPortfolios · 외국인
요약 보기
결론: 아그로테크푸드(Agro Tech Foods)는 인도 4위 식용유 회사이자 팝콘·스낵 등을 파는 소형주로, 장기 관점에서 주목할 만하다는 교육용 분석이다. 회사 개요: 식용유 제조·판매와 식품 가공을 주력으로 하며, 'Sun Drop' 브랜드 식용유와 'Act Popcorn' 등 스낵·초콜릿·사탕 제품을 판매한다. 사업 구조: 매출은 식용유 56%, 식품가공 44%이며, 초콜릿 매출은 275% 증가했으나 식용유는 Adani Wilmar·Patanjali와의 경쟁으로 성장이 둔화됐다. 약 4만 개 매장에서 유통한다. 재무·밸류에이션: 시가총액은 약 1,995억 루피로 매우 작고 밸류에이션이 높다(PER 약 130배 언급, 시가총액/매출 2.35). 자기자본이익률·투하자본이익률은 특별하지 않고, 매출은 성장했으나 영업이익률(OPM)은 하락했다. 주주·현금흐름: 프로모터 지분율 약 51.8%, 담보 설정 없음. 현금흐름은 최근 악화됐고 이자보상배율은 약 7.41이다. 전망과 리스크: 단기 변동성은 클 수 있으나 장기적으로는 수익 창출 역량이 있다는 견해다. 발언자는 추천이 아니며 직접 조사 후 투자하라고 강조했다.
다듬은 글
discuss a very important company and an edible oil. It belongs to the edible oil industry. You all know about edible oils, that means there is oil, as well as almond oil, as well as sunflower oil. In this way, many companies do the oil business. Number one among them is Adani Lamar of Adani Group. Patanjali is in second position.
You all know that Patanjali is in second position in India's largest edible oil production. So the company I will talk about today is a small company, a small cap type company and if seen, this company is India's fourth largest edible oil production company. This company's business is not only limited to its capabilities, it has many other products as well.
So, I will discuss everything here, so watch the video till the end and if you have not yet subscribed to the channel, then definitely do so. To get videos like this continuously, first of all let me tell you which company it is. Before knowing the name of the company, let me tell you about the company's product.
You can see the company's product in many places, you will see many subin oils and refinery oils under the name Sun Drop. So, you will see products in this way, which is its brand. Look, this brand is its product. Most of the time you will see it under the name Sun Drop. Along with this, you can also see Crystal, which is also its product.
This is also its edible vials. Other items, look, you must have eaten coconut as well as chocolate products in many places. You will see all the names of this company under the name Sun Drop. So, you will get the product under the name Sun Drop. If you look at it, many chocolate flavors and chocolate products are made by this company and its actual name is this.
Look, this is its product. Also, look at its product, snacks. Now, you must have eaten many snacks, they are also its product. Along with this, this popular band Ek To, you must have heard this band many times. Whether you are in cinema halls, shopping malls or even if you want to eat popcorn at home, you will find advertisements of Act Popcorn and Act Popcorn products, that too is its brand, it is its product, you can see all these products at many places, along with this you can also see some snacks like pops, these are also its brand, you have come to know about all these brands, now what is the name of the company, you can see the name of the company here, Agrotech Food Limited, the name of the company is Agrotech Food Limited, if I show you the details of this company for one month, you will see the loss for one year, you will see the loss in six months, sorry, in one year it is positive and if I do the maximum chart, see it has given a return of 600, see the company performed gradually, it is not like the company took off like a rocket and then fell, it is not like this, the company is performing gradually and I have already said that the company is a small cap type company, 2000 crores The market cap of this company is below even this.
It is such a small company, it has a market cap of 1995 crores. It is a small company, so study about this company accordingly and if I talk about its details, then I have already given you the information about the company. Now if I show you the details of the company, then Agrotech Food Limited is primarily engaged in the business of manufacturing and trading edible oils and food production, so the product which I showed you is its product and the company is telling that the major business of the company is fruit products and edible oils, the revenue of the business comes from the market, where the company has popcorn as well as snacks, biscuits as well as chocolate products, sweets as well as mess and see, its primary main product is double oil and other products are also sold by the company, I have already shown you that brand, the most sold brand of the company is ACT Popcorn, so ACT Popcorn Company has captured the market at 90, it is a good thing that one product captures the market the most It has been captured and there is a demand for popcorn in the market too, I have seen it many times in many places, be it shopping malls or shops, you will find it everywhere and if we talk about revenue, if you look at the company's revenue, then the company earns 56% revenue from edible oils and the rest of the food processing generates 44% revenue, so if I talk about geography i.e.
growth drive, if you look at the growth drive of the company, then there has been an increase of 275% in chocolates, there has been a good increase in revenue in the chocolate sector but there has not been that much growth revenue in edible oils because its competitors, one is Adani Lamar and the other is Pat Jali, both these companies are eating up the market, that is why there has been a little problem in the product of this company, that is, the product of edible oils, so what is the distribution network of the company, it has more than 40000 stores where the company works on retail marketing and all the companies of the company I have shared the details with you here.
Along with the fundamentals of the company, we also have to look at the financial details of the company. See, I have already said that the company is small and its valuation is very high. It is a high-risk company. Let me tell you first that investing now means you will have to invest in a very high valuation because would it be right to pay 130 rupees to earn one rupee?
Not at all. You have to remember this thing. As far as the book value is concerned, the book value is fine. The company's return on equity, return on capital employed, has not seen that much performance so far. Yes, one performance is the best. If I talk about the depth of equity of the company, then the depth was seen to be around 51.8%.
The promoter has kept a good holding here. There is no pledging. There is no decline either. Yes, the company has reinvested the cash it has in hand to grow its business. So, it is a good thing. So, talk about earnings per share. If I earn Rs. per share, then the share is earning, but the share is very less, the company is getting money in 29 days after selling the goods and the company is taking 108 days to produce, so the time period is very long, along with this, the market cap to sales is showing 2.35, this means that the company's capital to sales is telling the market that the company is paying around Rs.
2.50 to earn one rupee, so according to the valuation it is high and the pay ratio is in negative, the dividend payout has also been seen to be quite good, if I talk about interest coverage, then it is around 7.41, this means that the interest coverage has been seen to be quite good, so the return of assets is not that special and the return of capital employed is also not that special, so all the parameters are telling that what is the company 's performance, as far as the profit and loss of the company is concerned, then if I talk about profit and loss here, then you will see the growth of sales, so see the growth of sales, you will see it.
So it was 750 crores in 2000-12, sorry it was around 705 crores in 2012-15, so after that see, from 2000-12 to 13, 14, 15, so gradually in all these years, what did the company do, it grew its sales, okay, that's a good thing, so see, if sales are growing, is the company's profit margin growing accordingly, see, if I talk about expenses, the company has also kept the expenses under control, it has not spent that much, so you have to look at OPM (Operating Profit Margin), it will tell you that nothing will happen to the company's income due to increase in inflation, the way the company is increasing its income, is the company growing in the same way due to this increase in inflation, it will tell you OPM (OPM), OPM means Operating Profit Margin, actually the margin, is the company growing or not, so see, is the inflation that was there in 2012, is it the same now, it has increased more than that and has become much higher, so according to that We have to see how much growth the company is making from this, see the company is always targeting around 7, 8, 9 and this time in 2023 the company has reached 5, which means it was seen on the downside and as far as the net profit of the company is concerned, according to the net profit of the company, the profit ratio of the company was seen around 23 to 30 to 40 crores, so the sales growth, the profit growth of the company is not that much right now, it is on the downside and in the ratio of the return of the company, the company gave a good return in 10 years and 5 years, it could not give any special return in one year, if we talk about the cash flow of the company, then I felt negative in the cash flow of the company because the company was not able to bring that much money in hand last time as the profit is showing, yes first the company continuously maintained the profit and also maintained the cash flow, so if I talk about the investors of the company, then the promoter has a good holding, after that see FS, DIS public, everyone has holding, so That is why I would say keep focus on this company, there is a strength in the company as for a long journey, anything can happen in the short term, you may see a lot of volatility in the short term, if you think for a long term then you will get a trend like Upton, so I would definitely say keep focus on this company as for a long journey, the company has the capability to give you a lot of profit, rest see, it was not a recommendation video, you should research the company once, then you will yourself know how much strength this company has, so I hope you have got all the information, this video was totally for educational purpose, there was no recommendation of buy and sell, you should research once and then invest, so we will meet in the next video, till then stay well, take care of yourself, bye bye
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