US President Donald Trump’s tariff rhetoric, trying to play friendly games with Russia in the Ukraine case and a strategy of threatening Europe, while on the other hand, the statements of business compromise, taking a neutral stand on China’s issue, kept the world uncertainty. Is and has persistent instability in global markets. Amid Trump’s trade war, India has now started raising heads along with other countries, as steel and metal manufacturers have started pressurizing the government to increase import duty according to their policy. Trump’s decision to impose 25 percent tariff has caused panic in pharma and auto industry, as well as indications that India will be forced to further cut the duty on the import of electric vehicles, indicating that it indicates that it indicates that Global trade equations are changing rapidly.
Dow Jones and Nasdaq are expected to open with a decline on Monday, as the shares have declined due to the weak American report.
Of course, foreign portfolio investors (FPIs) are still continuously selling shares amid recent rapid decline in Indian stock markets. Due to which the Sensex and Nifty continue to fall and they are losing significant levels. The Nifty has lost a significant level of 22800. The Sensex is also leading towards losing a level of 75,000. Given this, the situation still seems uncertain and dangerous. Since the decline has stopped again in small and medium -sized shares, vigilant selling is being seen again, it is not appropriate to make a hurry in new purchases right now. India’s Warnings on India’s Warnings by mutual tariffs and the negative reports of consumer spirit, housing and services in the US on Friday and increasing inflation reports in Japan and Britain, there is a possibility of a decline in US stock markets next week, as 749 in Dow Jones 749 The decline of points may decline due to a decline of 438 points in Nasdaq. The Nifty Spot may close at 22622 below the resistance level of 23111 and the Sensex 76333 below the resistance level at 74777.
From the point of view of Arjun: Bamar Laurie and Company. Limited
BSE (523319), NSE (McChennai) listed, payment of Rs 10, A Group, Bamar Lawry & Company Limited (McChennai Stock Exchange: BLS), 3: 4 in the year 2013, 3: 1 in the year 2016 and 1 in 2019 : Through issuing bonus shares of 2, total equity is 94.43% bonus equity, 80% of net profit Dividends maintains payment ratio and gives a dividend of 5.20%, ISO 9000: 2000, ISO 9001: 2008, ISO 14000: 2004, OHSAS 18001: 1999, OHSAS: 2007 Certified Committee Certified Company Petroleum and Natural Gas Ministry (1) Industrial Packaging (2) Greece and lubricant (3) Leather Chemicals and Services (1) Tourism and Travel (2) Logistics Services (3) Logistics Infrastructure (4) Refinery and Oil Area Services.
business units:
(1) Industrial Packaging: This unit of the company creates high quality products in openhead, tight-head, plane, lind, composite, galvanized, toll, naked-in and conical drums for diverse industrial areas. The company has six manufacturing units for this section – Asavati (Haryana), Chennai (Tamil Nadu), Chittoor (Andhra Pradesh), Navi Mumbai, Silvasa (Gujarat) and Vadodara (Gujarat).
(2) Greece and lubricants: The company makes various types of grease and lubricants. Three channels selling products are channel sales (automotive and industrial), direct B2B, and contract manufacturing. The company has three manufacturing plants in Kolkata, Silvassa and Chennai.
(3) Chemicals: SBU chemicals are strong chemicals for the second phase of leather processing. The company is the market leading in the Fat Licker segment and holds a significant market share in the Sintan segment. In addition to the leather chemical business, this SBU is also entering the area of other coral chemicals such as textile chemicals and agricultural chemicals business.
(4) Logistics Infrastructure: This includes three major segments of the company. Which includes container freight station (CFS), warehousing and distribution, and integrated check posts. Currently storage and distribution facilities in Kolkata and Coimbatore are completely operational. In addition, warehousing and distribution facility is operated by Andhra Pradesh Medtech Zone Limited on the basis of construction, operation, management and maintenance, which covers an area of 80,000 square feet. This includes an additional 43,000 square foot warehouse space in addition to the current 37,000 square feet in the CFS area, Kolkata, a 5,000 -square -foot cold storage.
(5) Logistic services: The company offers its customers a wide range of logistics solutions. Services include goods forwarding, project logistics and 3PLs. The company has been able to maintain customers of the Government of India and Central PSUs.
(6) Travel and holidays: The company provides air tickets and related services such as hotel booking, foreign currency, insurance, transport etc. Ticketing services contribute more than 90 percent to this business. This vertical roughly covers three customer segments: government (including defense), public sector enterprises (and autonomous bodies), and private sector organizations.
(7) Cold Chen Services: The company created this business segment in July 2021. The company has four cold chain units in Hyderabad, Rai-Haryana, Patalganga (Maharashtra) and Bhubaneswar (Orissa). Which manages the end-to-end supply chain of cold chain operations.
(8) Refinery and oil field services: The company is active in business oily mud processing and recovery activities of hydrocarbons from crude oil storage tanks and lagoon.
Bammer Laurie provides products and services with nationwide presence and its products are exported to countries like China, Kenya, Nepal, Sri Lanka, New Zealand, Qatar, Kuwait etc.
Assistant Companies/Joint Enterprises/Associate Companies:
(1) Visakhapatnam Port and Logistics Park Limited. (VPLPL) is a joint venture between Bamar Lori & Company Limited and Visakhapatnam Port Authority (VPA) in a ratio of 60:40. The trade warehouse facility of the joint venture has achieved a strong commercial growth in the financial year 2022. The average capacity usage which was 67 percent in the financial year 2021 increased to 97 percent in the financial year 2022. Which provides temperature controlled features with frozen and cold chambers with a capacity of 3800 palette.
(2) Bamar Lori (UAE) LLC: A customer concentrated company that serves as a one-stop-shop for industrial packaging products. Which is a joint venture with 49 percent stake.
(3) Bamar Lori-Van Lear Limited: The company has a 48% stake share in Dehradun, Bengaluru and Chennai in manufacturing facilities. In July 2021, production began commercially at the new factory at Dahej.
(4) AV-Oil India Private Limited: Which is a 25% owned ally of Bamar Lori.
(5) PT Bamar Laurie, Indonesia: It is a 50:50 joint venture company between PT Imani Vikasana, Indonesia and Bamar Laurie & Co.. Which was built in the year 2010. This joint venture is engaged in manufacturing and sales of Greece and lubricants with comprehensive processing business, direct sales and institutional sales.
Changes in joint enterprises/subsidiaries: Bamar Lori UK Limited, which is a 100 percent foreign subsidiary of a company incorporated in the UK. After the company applied in 2022, this amount was provided in advance in September 2021. The company was canceled by the registrar and eventually dissolved on 28 September 2021. The company’s shareholding in Transsef Services Limited was canceled in April 2021 and canceled from the effective date of the scheme.
Holding Company: Bamar Lori Investments Limited (BLI) holds 62 percent stake in the company.
Extension Capital Expenditure Scheme: The company has a huge capital expenditure scheme through finance and internal sources of loan, with a free-business storage area (FTWZ) and Rs 340 crore in Andhra Pradesh at a cost of Rs 340 crore at a cost of Rs 230 crore. The 200 kLPD grain -based ethanol plant is installed.
Bonus History: In 2013, 3: 4 share bonuses, 3: 1 in 2016 and 1: 2 share bonuses in 2019. Thus, the bonus equity is 94.43 percent of the total equity.
Book Value: Rs 77 by March 2022, Rs 80 till March 2023, Rs 83.50 till March 2024, Rs 97 by March 2025, Rs 112 by March 2026
Dividend: 75 percent in 2020, 60 percent in 2021, 65 percent in 2022, 75 percent in 2023, 85 percent in 2024
Dividend Payment Ratio (of net profit): 71 percent in 2020, 110 percent in 2021, 83 percent in 2022, 72 percent in 2023 and 63 percent in 2024. Thus, an average of 80 percent in the last five years
Income-EPS per share: Rs 10.36 in 2020, Rs 6.81 in 2021, Rs 7.18 in 2022, Rs 9 in 2023, Rs 11.90 in 2024, Rs 13.16 in 2025, Rs 15.20 in 2026
financial result:
(1) Full year April 2023 to March 2024:
It recorded a net profit of Rs 203 crore with a net profit margin (NPM) of 8.45 percent, earned a net income of Rs 2404 crore and earned an EPS of Rs 11.90.
(2) Expected full year April 2024 to March 2025:
A net income of Rs 2700 crore is expected, a net profit of 8.33% is expected to margin-NPM, a net profit of Rs 225 crore, Rs 13.16 per share income-EPS is expected.
(3) Expected full year April 2025 to March 2026:
A net income of Rs 3000 crore is expected, a net profit of 8.66% is required to margin-NPM, net profit of Rs 260 crore, income-EPS per share is expected Rs 15.20.
Thus (1) The author has no investment in the shares of the above company. The author may be directly or indirectly individual interest in his research sources. Before taking any investment decision, consult a qualified investment financial advisor. The writer, Gujarat news or any other person will not be responsible for any possible loss on investment. (2) Total equity to have 94.43% bonus equity, maintaining 80% dividend payment ratio of net profit and giving a dividend of 5.20%. (3) Expected full year 2025-26 per share Income-EPS Rs 15.20 and expected book price Rs 112 per share, while Rs 10 paid stock of Rs 10.80 p/at Rs 163.10 at Rs 163.10 against the expected income on BSE doing.
