Results Update !!!

Aimco Pesticides

Results ->

The results were average for the quarter as the topline declined a bit.  The bottomline suffered because of inventories or else the Operating performance could have been very good. Overall on an annual basis the results have been encouraging, backed with a solid balance sheet.

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97 Responses to Results Update !!!

  1. Roshan says:

    ace between gujarat themis and aimco which one do u think i should invest in?im not able to make up my mind..

  2. Akshay says:


  3. shreeux says:

    Any way holding with hopes..!!!

  4. sangram says:

    Is ilfs engineering giving good entry point for long term

  5. Kiran says:

    I entered into AIMCO at 65 level….Is it the right time to Average it?…Am OK to wait for next 3 yrs

  6. Vivek Gupta says:

    Hi Ace,

    Whats ur view on Suzlon at Rs 21 for 3 year perspective.
    Can it be a multibagger in 5 years.

    Thanks in advance.

    Vivek Gupta

  7. Vivek Gupta says:

    Thanks for the prompt reply.
    Actually I go into technicals only to time my fundamental purchases.
    I stopped technicals based trading quite some time back.

    Sir, with strong industry tailwind and now a decent financial partner in Ms DSA, does it not change things.
    ET pullout had a article in Suzlon. What I gathered was that Mt Tanti is not a dubious person but his calculations went awary. Bankers had a good opinion of him.

    Frankly I don’t understand the business environment too well. For that I am relying on Mr. Sanghvis acumen.

    But again I am amazed how can you be so prompt with ur reply and still be update with so many companies. (Chacha Chaudhry ka dimag computer se bhi tez chalta hai.).


    • not just you, everyone including myself is relying on sanhvi’s acumen 🙂 ..but if we talk about fundamentals, then why suzlon why not inox wind? personally if at all i had to take a call, it would be latter as its got much better cash flows… decent management too ..but again its MHO

  8. Vivek Gupta says:

    Thanks a lot

  9. Sam says:


    Your views on Sun Pharma, ZF Steering and Prozone Intu.


  10. Akshay says:

    Prima Update:
    Prima Plastics Ltd has informed BSE that the Board of Directors of the Company at its meeting held on May 29, 2015, inter alia, the following decision / approval has taken :

    1. The Board approved the Project to set up Plastic Articles unit at Nicaragua and to incorporate a 100% Subsidiary Company.

    2. The Joint Venture Company at Cameroon has taken up expansion project of US$1 million from internal accruals.

  11. Ramesh Patel says:

    Ace sir, your views on Kesar terminals pl….. Looks to be promising.

  12. umesh says:

    sir your view on ashapura imitates after is being shifted to bse main terminal is it a multibagger stock or not , can it be another page ind

  13. umesh says:

    thanks for your prompt reply

  14. Rohit Gulati says:

    Hi! Ace,
    I have some reservation on Gujarat Themis before I take decision to invest….request you to pl. clarify .

    1) Gujarat Themis is having only 2 drugs to manufacture…can it be not detrimental to its growth as every now and then we hear about USFDA ban on drugs or the Facilities where they are produced?Though they are selling it to Lupin ,which may be exporting it (I’m nit sure about this)

    2) One of the the drug they manufacture is for TB…..what if there’s some vaccine invented for TB….

    3) Offshoring from Yuhan is a wishlist…but not a certainty.

    4) They definitely have improved their margins but meaningful growth will come from higher capacity or higher utilization level.Which is not mentioned in your report.

    5) Any figure about the new bigger order from Lupin is how much % higher than the previous one.


    • i have covered all these questions in the report….anyways..first of all this is a company that is coming out of BIFR and that too ahead of 2 years…and this no mean feat. yes, the expansion would come once the networth becomes positive (which is by this year) because a BIFR company cannot take expansion that easily, infact there’s no BIFR company that i know that did expansion (notthat they cannot do but because procedurally its very tedious and expensive). All the expansion related activities would come into picture after BIFR clutches are removed. Meanwhile the revised Lupin deal gives us the visibility. Also how can USFDA come to their premises when its not an USFDA approved plant (and as mentioned earlier it does not need to).. and Last but not the least its not a “drug” company .. its an API company not formulations… kindly go through the posts again pls..

  15. Nandita says:

    Mangalam is holding out so well in this market carnage. i added more of it instead of guj themis. Will wait for Guj Them to stabilize before picking up more. What is ur view on nitin spinners? can it be the next indo count? what do u think about indo count at cmp? Also where do u think this market may find a bottom?

  16. Manoj says:

    Dear Ace,
    Wanted to know ur views on Mold tek packaging

  17. afzal says:

    why there is huge fall in GATI is it good to average

    • at around 150-160 its good technically.. its quite possible it may go to 200

      • Ace

        Can you give a brief idea how do you come at these numbers that it is good at 150 and it might go till 200. Trying to learn bit of technical these days and this would give me good example pls


        • please use google to ramp up your technical knowledge.

          • Sir

            For last few months I have been reading lot of technical and fundamental books , so I have good idea on the technical indicators and analysis .. It’s just with Gati I could easily tell that the stock was in downtrend trend with a downward channel..but I couldn’t tell that will actually rise and can touch 200.. So I asked how you did what indicator u used .. I have good idea on candle stick pattern as well..


  18. SAY says:

    Ace Mangalam is on fire. In about a fortnight it’s up around 50%. From pe of 8 moved to 11plus. At around what mcap do you think it could be re-rated ?

  19. Abey says:

    Advice me on ATLAS JEWELRY, BSE share is it good to hold

  20. Nandita says:

    Ace, thanks a heap for mangalam drugs 🙂 Even in these times of market carnage it is keeping its investors happy. No mean feat (both for the stock and for urself)!

  21. Nandita says:

    Though mm forgings is a three bagger for me, for quite some time now it has not been going anywhere. I am feeling tempted to book profits in it and move the funds to mangalam drugs. What is ur view on this?

  22. Nandita says:

    Thanks for the reply. Mangalam is the place to be for me. Do you track godavari drugs? what is your take on it. I hold it in a modest quantity and although in some loss, was holding it believing it is a good long term story. But it is showing incurably erratic behavior and is almost always moving in upper or lower circuits. This bipolar behavior is making me feel a little uneasy. Am wondering whether i should move the money to gujrat themis. Themis seems to be stabilising around 34 – 35.

  23. Nandita says:

    Sorry to bother you on the same subject, but am not finding ur opinion on godawari drugs on the site. even after using the search. In which month did u post it?

  24. SAY says:

    Ace – an interesting article from et : Mobile accessories market worth Rs 6000 crore in India, expected to grow 25%
    Palred might be a good play for this.

  25. venkat says:

    I am following you and your advice is fairly reliable. Please give your views on Sharp India, Hitachi and Vas Infra

  26. SAY says:

    Ace – to safeguard your reader’s interest, sharing a link.

    Impact on sentiments of sahyadri investors can’t be ruled out.
    I leave it to your discretion if you wanna post the link publicly or not.

  27. hafizul09 says:

    Hello Ace ji—-hope u r doing well—–with the economy is set to improve , consumers’ disposable income is set to grow in coming days, the demand of dairy products should increase——–was checking one JK group company named Umang Dairies(BSE script code :500231)——with eminent JK group, 75% promoters holding without any pledge, good future outlook of the industry, recent improvement and expansion , good 20% dividend and with decent brand , I think the future potential is good————-ur view on the same please…..Thanks in advance!!!!!!!

  28. Abey says:

    Is it good to hold, sarup Ind

  29. Roopak says:

    Ace – your views on Mohit Inds which has ventured into AAC over last few years and is planning to demerge this business?

  30. Roopak says:

    It would be great to know your viee point for immediate investing into two shares – Rain Industries (has high debt but great cyclical business) and GVKPIL (again high debt but recently purchased stake in airport business – results showed a lot of promise in future). What’s your prognosis?

  31. SAY says:

    Mangalam doesn’t know what exhaustion is. Doesn’t take long breathers. Good pick Ace.

  32. afzal says:

    any turnaorund story spicejet

  33. Nandita says:

    Ace: Do you think Mangalam will show some correction or cooling off around here before the next leg up? I am asking for the purpose for adding more. It has run up so astonishingly in the last one week that it is a quandry.

  34. Roopak says:

    Considering a possible El-nino effect on India, do you advise entering Freshtrop @ 70? Is it a price which will give good returns in long term, considering management forecast of Q4 and Q1 results recently. Your views pls… a detailed update would really be helpful sir…

  35. Roopak says:

    This is about Momai Apparels (which is a manufacturing subsidiary of Ashapura Fashions). What do you think, does it have better prospects than Ashapura considering its a contractor for all its loungewear and other product categories. It also is a contractor for other players (although I know that is not much of a Business but more to make the biz more attractive at the time of IPO!). What do you think, which has a better prospects?

    • normally i refrain from such companies that have a relationship with other listed company as the parent company may not allow strong profits this kind of subsidiary. Rest i dont track this company

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