Comments on: Balkrishna Industries – Not just any regular tyre company http://dalaal-street.com/balkrishna-industries/ Monies and Conversations Mon, 06 Sep 2010 15:12:00 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: Ayush http://dalaal-street.com/balkrishna-industries/#comment-1989 Ayush Tue, 24 Aug 2010 04:46:00 +0000 http://dalaal-street.com/?p=299#comment-1989 No they are not competitors. BKT is into making of OTR tyres which find application in tractors and construction equipments etc. While Gujarat Reclaim is maker of reclaimed rubber - which is a cheaper substitute to natural rubber. No they are not competitors. BKT is into making of OTR tyres which find application in tractors and construction equipments etc. While Gujarat Reclaim is maker of reclaimed rubber – which is a cheaper substitute to natural rubber.

]]> By: Madhav Subscribe http://dalaal-street.com/balkrishna-industries/#comment-1983 Madhav Subscribe Tue, 24 Aug 2010 01:21:00 +0000 http://dalaal-street.com/?p=299#comment-1983 Are Balkrishna and Gujarat Reclaimed Rubber Products competitors? I am having difficulty to trying to comparing them. Are Balkrishna and Gujarat Reclaimed Rubber Products competitors? I am having difficulty to trying to comparing them.

]]> By: Ayush http://dalaal-street.com/balkrishna-industries/#comment-1948 Ayush Wed, 11 Aug 2010 11:16:51 +0000 http://dalaal-street.com/?p=299#comment-1948 The high rubber prices have already impacted most of the tyre cos by now. As you might have noticed that NP of MRF has halved while Balkrishna has been able to post excellent margins of 20%+ despite high rubber prices due to the advantageous business model the co is present in. The high rubber prices have already impacted most of the tyre cos by now. As you might have noticed that NP of MRF has halved while Balkrishna has been able to post excellent margins of 20%+ despite high rubber prices due to the advantageous business model the co is present in.

]]> By: Manish http://dalaal-street.com/balkrishna-industries/#comment-1945 Manish Wed, 11 Aug 2010 11:09:48 +0000 http://dalaal-street.com/?p=299#comment-1945 Hi don't you think the high rubber prices (you mentioned in Harrison malayalam) will prove to be a negative for balkrishna in the short run. Hi don't you think the high rubber prices (you mentioned in Harrison malayalam) will prove to be a negative for balkrishna in the short run.

]]> By: Ayush http://dalaal-street.com/balkrishna-industries/#comment-1756 Ayush Sat, 17 Apr 2010 11:08:29 +0000 http://dalaal-street.com/?p=299#comment-1756 Hi, Good to see your comment on Balkrishna. Yes, it remains to be one of the best long term bet. Its hard to find cos growing at 30% CAGR for almost 10-11 years and trade at less than 8 PE :) Keep reading more on it...I'm sure you will find a lot of value in it. Regards, Hi,

Good to see your comment on Balkrishna. Yes, it remains to be one of the best long term bet.

Its hard to find cos growing at 30% CAGR for almost 10-11 years and trade at less than 8 PE :)

Keep reading more on it…I’m sure you will find a lot of value in it.

Regards,

]]> By: Ayush http://dalaal-street.com/balkrishna-industries/#comment-2261 Ayush Sat, 17 Apr 2010 11:08:00 +0000 http://dalaal-street.com/?p=299#comment-2261 Hi, Good to see your comment on Balkrishna. Yes, it remains to be one of the best long term bet. Its hard to find cos growing at 30% CAGR for almost 10-11 years and trade at less than 8 PE :) Keep reading more on it...I'm sure you will find a lot of value in it. Regards, Hi,

Good to see your comment on Balkrishna. Yes, it remains to be one of the best long term bet.

Its hard to find cos growing at 30% CAGR for almost 10-11 years and trade at less than 8 PE :)

Keep reading more on it…I’m sure you will find a lot of value in it.

Regards,

]]> By: MoE http://dalaal-street.com/balkrishna-industries/#comment-1755 MoE Sat, 17 Apr 2010 09:25:20 +0000 http://dalaal-street.com/?p=299#comment-1755 Hi again That was EPS... cash EPS is even higher at Rs 100 for first nine months. Hi again
That was EPS… cash EPS is even higher at Rs 100 for first nine months.

]]> By: MoE http://dalaal-street.com/balkrishna-industries/#comment-2260 MoE Sat, 17 Apr 2010 09:25:00 +0000 http://dalaal-street.com/?p=299#comment-2260 Hi again That was EPS... cash EPS is even higher at Rs 100 for first nine months. Hi again
That was EPS… cash EPS is even higher at Rs 100 for first nine months.

]]> By: MoE http://dalaal-street.com/balkrishna-industries/#comment-1754 MoE Sat, 17 Apr 2010 08:46:32 +0000 http://dalaal-street.com/?p=299#comment-1754 Hi maybe because you said it is a good buy for "Long term" I assumed that currently it is fairly priced. My Mistake You suggested it at Rs 590 it is currently trading at Rs 640; even at these levels it is undervalued. the EPS for first three quarters is already 75, if the EPS for the entire year is around 100 it is available at P/E of 6.5! Not bad for a company with a CAGR of 26% on revenue over the past 4 years. Hi
maybe because you said it is a good buy for “Long term” I assumed that currently it is fairly priced. My Mistake

You suggested it at Rs 590 it is currently trading at Rs 640; even at these levels it is undervalued. the EPS for first three quarters is already 75, if the EPS for the entire year is around 100 it is available at P/E of 6.5!

Not bad for a company with a CAGR of 26% on revenue over the past 4 years.

]]> By: MoE http://dalaal-street.com/balkrishna-industries/#comment-2259 MoE Sat, 17 Apr 2010 08:46:00 +0000 http://dalaal-street.com/?p=299#comment-2259 Hi maybe because you said it is a good buy for "Long term" I assumed that currently it is fairly priced. My Mistake You suggested it at Rs 590 it is currently trading at Rs 640; even at these levels it is undervalued. the EPS for first three quarters is already 75, if the EPS for the entire year is around 100 it is available at P/E of 6.5! Not bad for a company with a CAGR of 26% on revenue over the past 4 years. Hi
maybe because you said it is a good buy for “Long term” I assumed that currently it is fairly priced. My Mistake

You suggested it at Rs 590 it is currently trading at Rs 640; even at these levels it is undervalued. the EPS for first three quarters is already 75, if the EPS for the entire year is around 100 it is available at P/E of 6.5!

Not bad for a company with a CAGR of 26% on revenue over the past 4 years.

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