Mumbai: Despite uncertainty, oversold US markets rose on Friday after a major decline in the US stock markets in the last few days, as the aggressive tariff policy of US President Donald Trump, who created a turbulence in global markets, has also caused a crisis in the US itself. But on the other hand, the threat of global recession and strict conditional preparations of Trump to prevent Russia’s war in Ukraine are increasing. Geophysical tension worldwide is still hovering over the world due to Putin’s attitude, so investors have distanced themselves from equity and financial assets in global markets and they are increasing their investment in gold as a safe investment, causing gold prices to cross $ 3,000 per ounces in the global market. It is uncertain how much confidence in improvement will remain after record boom in gold and large improvement in equity. Looking at Trump’s attitude, it is difficult to say when another negative factors in the world will emerge. While the European countries including Germany, which have lost credibility with the US, are increasing their defense budget, global weapon purchase race is likely to increase instability in global markets in the coming days. At the domestic level, mutual funds have also seen a boom, as investors in India have suffered heavy losses on direct stock purchases in the last six months and have been away from new investment due to huge differences in returns. Due to the rapid fall in the industry’s AUM, investors are getting away from small and medium capital funds and reports of a large number of SIP accounts can create cash crisis in the market in the coming days. In such a situation, if the investment flow of local funds in the market stops, the share prices may fall further. Therefore, it is necessary to avoid large purchases in shares and adopt a strategy to invest small amounts in good stocks until global factors immediately turn from negative to positive. However, be selective in buying stock as selected stocks are available on attractive evaluation at existing prices. If the Nifty spot closes at 22666 in the coming week, then 75555 can be seen if the Sensex is closed at 74555 and if the Sensex is closed at 74555.
Arjun’s eyes:
Jubilent Agri & Consumer Products Limited
BSE (544355), NSE (JUBLCPL) listed, payment of Rs 10, 75 percent promoted by Jubilant Indian Group, Jubilant Agri & Consumer Products Limited (Jubilent Agri & Consumer Products Limited) is one of the four major companies of the Indian group. The group employs more than 43,000 people globally through four group companies, in collaboration with its three other major companies Jubilent Pharmwa Limited, Jubilent Innrevia Limited and Jubilent Foodworks Limited. The main segments of Jubilant Indian Group include agricultural and consumer products, pharmaceutical and life sciences, food services (QSR), food, autos and services. Jubilant Agri & Consumer Products Limited, through innovation and strategic excellence in diverse product categories, provides polymer, including premium wood adhesive, high quality wooden finish and effective wood mentor. The manufacturing facilities of Jubilant Industries are in Gajraula-Uttar Pradesh, Kapasan-Rajasthan, Sahibabad-Uttar Pradesh and Samaliya-Gujarat.
Food Polymer: The company is a global leader in Poly Vinyl Acetate (PVAC). In VP latex, the company produces versatile VP latex for various uses. In agricultural solutions, the company provides comprehensive solutions in crop nutrition, development mo. The company is the second largest consumer brand in the field of consumer adhesives in India and has a portfolio of 11 brands. Product portfolio includes consumer products such as adhesive substances and wood finish to crop nutrition, including increased agents. In addition, the company is active in Food Polymer and Latex such as vinyl pyridine, SBR and NBR latex as well as performance polymers. The company credits its success in these enterprises to its strategic vision to achieve leadership in each field. The company focuses on providing world class products and services to its customers through innovation. With this objective, the company has strategically placed its consumer products, food polymers and VP latex under its subsidiary Jubilant Agri & Consumer Products Limited. The company’s total annual capacity is 55,000 metric tonnes in polymers and 400,000 metric tonnes in single super phosphate. The company has a network of 800 distributors and 20,000 retailers for consumer products.
Food Polymer: This company is one of the three major global suppliers of Polyvinile Acetate (PVA). PVA is the main raw material for making gum base for chewing gum and bubble gum. The company’s customer profile consists of leading people in the global market of the chewing gum industry.
Latex: The company ranks first and secondly in India for the production of VP latex (vinyl pyridine latex), which is used in diping of automobile tire cord and conveyor belt fabric. The company also produces SBR latex used in tire cord fabric. The company is a wholesa supplier for global automobile tire manufacturers and distributors. The company has a research and development laboratory equipped with testing facilities for various latex products.
Agricultural Business: The company provides various products in crop nutrition and plant growth regulatory categories under its major brand Ramban. The company is engaged in the production of single super phosphate (SSP), bio stimulants, sulfuric acid and also provides a wide range of nutrients to provide a wide range of nutrients required to improve crop productivity.
Brands: The company’s brands include Jeevanjor, Vamikol, Vamikol, Polytic (White Adhesive), Hero (multi -purpose white adhesive), Ultra Italia (luxury wood finish), Charmwood Encord (VP latex for tires), Jubiguam, Ramban (identifying successful farmer).
Sharedrity Pattern: Promoter Jubilent Indian Group has 75%, HNI, FII, corporate body and others have 12.88% and retail investors have 12.12% stake.
financial result:
(1) Full year April 2023 to March 2024: On a consolidated basis, the company has earned a net profit of Rs 1255 crore, net profit of 4.46 percent with a net profit of Rs 56 crore with margin-NPM and Rs 37.17 per share income-EPS.
(2) Nine months April 2024 to December 2024: Nine months net income increased by 22% to Rs 1164 crore, net profit margin-NPM 6.19% and net profit increased by 58% to Rs 72 crore, causing an income of nine months per share to Rs 46.71 per share.
(3) Expected fourth quarter January 2025 to March 2025: Expected net income is expected to increase by 33% to Rs 400 crore, with net profit margin 5.75%, resulting in a net profit of Rs 23 crore and a quarterly income of Rs 15.26 per share.
(4) Expected full year April 2024 to March 2025: Expected net income increased by 25% to Rs 1564 crore, NPM 6.07% increased to Rs 95 crore, income per share to Rs 62.
(5) Expected full year April 2025 to March 2026: Expected net income is expected to increase by 20% to Rs 1877 crore, expected net profit margin-NPM 6.02%, net profit 113 crores, income-EPS per share income-EPS 75 rupees.
Thus (1) The author has no investment in the shares of the above company. The author’s sources used for their research may directly or indirectly have personal interest. Consult a qualified financial advisor before taking any investment decision. The writer, Gujarat news or any other person will not be responsible for any possible loss on investment. (2) For the year of Rs 75 per share for the year ended from April 2025 to March 2026, against the expected year income of Rs 2000 and the expected book price of Rs 2000, Jubilant Agri & Consumer Products Limited is trading at Rs 1279 at Rs 1279 at Rs 1279, while the average P/E is trading on NSE, BSE at Rs 1279.
