One of the largest vertically integrated textile players from fiber to fashion. The company with high growth & among the top 5 textile Companies in India. Located within a 50KM radius of Tirupur which is the largest apparel manufacturing cluster in Asia. Preparing road maps to venture into retail. As we were bullish on Textiles for the last many years many of you held KPR Mill since 25. We just saw the fall last year due to Covid near 67 and are happy to see your efforts doing SIP. No need to hurry and sell. As the company has already rallied combining with good results. The Company is able to grow its revenue from the year 2008 with 500 Cr to 3400 Cr & profits from 80 Cr to crossing the landmark 500 Cr during the last year. Hence, the investment of 1 lakh is already 23x in the last 15 years.
As per the Latest H1 results, revenue has grown by 43% which is in line with Q1 and Profits are also growing by 137% which is again in line. We may see this year with lifetime high sales and profits. Those bought earlier we have already set the target of 540, hence we would book around 5% profits near 540 and new buying again should be initiated during the fall near 350. Overall good for long term.
L&T Mf acquired 2 lakh shares in August around 134 in 2018. Strong 72% holding is already with Promoters whereas 15% is with different Mutual Funds and Retail investors hold just 6%.
KPRMILL | |||||||||||||||||
cmp | 466 | ||||||||||||||||
H1 | 2021 | 2020 | GROWTH | Q3 | Q4 | Q1 | Q2 | TRAILEPS | |||||||||
REVENUE | 2044 | 1428 | 43% | 4.5 | 5.4 | 4.9 | 7.0 | 21.9 | |||||||||
EXP | 1614 | 1266 | 27% | ||||||||||||||
FIN | 12 | 17 | -29% | ||||||||||||||
PROFIT | 410 | 173 | 137% | ||||||||||||||
EPS | 11.93 | 5.02 | 138% | ||||||||||||||
MARGIN | 20% | 12% | 66% | ||||||||||||||
ICR | 36.8 | 10.5 | 250% | ||||||||||||||
F-YEAR | Income | Net Profit | EPS | Buy | Target | ||||||||||||
2030 | 14,754 | 3,623 | 105 | 844 | |||||||||||||
2025 | 7,904 | 1,801 | 52 | 419 | |||||||||||||
2022 | 4,798 | 1,030 | 30 | 240 | |||||||||||||
Expectation | Income | Net Profit | EPS | ||||||||||||||
LongTerm | 13% | 15% | 15% | ||||||||||||||
Cy Year | 40% | 100% | 100% | ||||||||||||||
CY GR% | 7% | -1% | -34% | -5% | 37% | -72% | 0.2 | 36.8 | Average PE | 8 | |||||||
10 Year Gr | 12% | 14% | 1% | 12% | 22% | 8.6 | 6.3 | 8.1 | 11.2 | 5.9 | |||||||
CAGR GR% | 14% | 15% | 5% | 14% | 16% | 8.1 | 5.2 | 8.0 | 10.1 | 4.9 | 23.2 | 4.7 | 11.6 | ||||
YEAR | Total Income | Expenditure | Interest | PBDT | Net Profit | Equity | EPS | NPM % | ROE | ICR | |||||||
F-YEAR | Income | COST | FINANCE | PBDT | Net Profit | Equity | EPS | NPM % | ROE | ICR | High Price | Low Price | High PE | Low PE | ROI | Dividend | Dividend % |
2021 | 3,427 | 2,880 | 33 | 580 | 515 | 34 | 15 | 15 | 15 | 18 | 230 | 63 | 15 | 4 | 10 | 5 | 30 |
2020 | 3,206 | 2,915 | 50 | 612 | 377 | 34 | 53 | 12 | 11 | 7 | 715 | 312 | 14 | 6 | 10 | 5 | 9 |
2019 | 3,421 | 2,952 | 49 | 642 | 335 | 36 | 46 | 10 | 9 | 11 | 713 | 512 | 15 | 11 | 8 | 1 | 2 |
2018 | 3,040 | 2,642 | 52 | 573 | 290 | 37 | 39 | 10 | 8 | 9 | 882 | 630 | 22 | 16 | 5 | 1 | 2 |
2017 | 2,844 | 2,467 | 65 | 538 | 287 | 37 | 38 | 10 | 8 | 7 | 669 | 384 | 18 | 10 | 7 | 1 | 3 |
2016 | 2,591 | 2,274 | 57 | 492 | 210 | 38 | 56 | 8 | 6 | 7 | 923 | 471 | 17 | 8 | 8 | 9 | 16 |
2015 | 2,081 | 1,724 | 65 | 387 | 146 | 38 | 72 | 7 | 4 | 6 | 550 | 112 | 8 | 2 | 22 | 9 | 12 |
2014 | 1,960 | 1,608 | 72 | 364 | 131 | 38 | 69 | 7 | 3 | 6 | 168 | 104 | 2 | 2 | 51 | 7 | 10 |
2013 | 1,493 | 1,136 | 80 | 271 | 101 | 38 | 64 | 7 | 3 | 5 | 148 | 75 | 2 | 1 | 58 | 6 | 9 |
2012 | 1,198 | 1,021 | 47 | 227 | 31 | 38 | 36 | 3 | 1 | 5 | 195 | 79 | 5 | 2 | 26 | 5 | 14 |
2011 | 1,059 | 810 | 31 | 190 | 71 | 38 | 52 | 7 | 2 | 9 | 247 | 111 | 5 | 2 | 29 | 6 | 11 |
2010 | 833 | 666 | 27 | 153 | 50 | 38 | 32 | 6 | 1 | 7 | 125 | 21 | 4 | 1 | 44 | 6 | 17 |
2009 | 851 | 638 | 38 | 153 | 10 | 38 | 18 | 1 | 0 | 7 | 125 | 20 | 7 | 1 | 24 | 2 | 11 |
2008 | 615 | 468 | 18 | 111 | 79 | 38 | 34 | 13 | 2 | 9 | 210 | 82 | 6 | 2 | 23 | 5 | 15 |