VALOREM DAY 2016 ANALYST CONFERENCE CONFERENCE … Day 2016 - Analyst Conference... · conference...

VALOREM DAY 2016 – ANALYST CONFERENCE

CONFERENCE COMPENDIUM

COMPANY NAME PAGE NUMBER

ASHAPURA INTIMATES FASHION LTD. 1

BS LTD. 2

D. S. KULKARNI DEVELOPERS LTD. 3

FINEOTEX CHEMICAL LTD. 4

GOODLUCK STEEL TUBES LTD. 5

INFINITE COMPUTER SOLUTIONS (INDIA) LTD. 6

MAN INDUSTRIES (INDIA) LTD. 7

MODI NATURALS LTD. 8

PIONEER INDUSTRIES LTD. 9

SHEMAROO ENTERTAINMENT LTD. 10

SRIKALAHASTHI PIPES 11

SVP GLOBAL VENTURES 12

UJAAS ENERGY LTD. 13

ZICOM ELECTRONIC SECURITY SYSTEMS LTD. 14

INDEX

1

ASHAPURA INTIMATES FASHION LTD.

Incorporated in July 2006, Ashapura Intimates Fashion Limited (‘AIFL’ or ‘Company’), is engaged in the business of designing, branding, marketing and retailing of intimate garments.

AIFL’s product range include loungewear, nightwear, maternity wear, bridal wear, bathrobes, sportswear and kids wear.

The company is headquartered in Mumbai and has its central warehousing facility at Thane, Mumbai.

AIFL currently has 23 Exclusive Brand Outlets across India and is also present in many multi - brand outlets and E-commerce portals.

COMPANY BACKGROUND………………….……

Promoter has strong business acumen and industry knowledge.

Strong distribution network of 115 distributors, including an overseas distributor, 10 C&F agents and 65 salesmen all over India.

The company has a multi channel presence through its distribution network, EBO’s, modern retail chain tie-ups, and its online presence.

It also exports its products under its own brand in the MENA region.

Company focusing on improving margins and profitability by taking various measures like reducing working capital cycles, increasing sales through higer margin sales verticals like EBO’s and E-Commerce.

KEY STRENGTHS………………………..….………… KEY DATA

BSE Code 535467

NSE Code AIFL

Reuters ASHP.BO

Bloomberg AIFL IN

MARKET DATA (INR) as on 31st Dec 2015

Face Value 10

CMP 293.7

52 Week H/L 311.0/134.0

MCAP (Mn) 4,500

Shares O/S (Mn) 19.5

1 Yr Avg. Vol (‘000) 60.5

1 Yr Avg. T/O (Mn) 14.9

FINANCIAL PERFORMANCE…..……………………………………………………………………………………

SHAREHOLDING PATTERN

as on 31st Dec 2015

Promoters 67.7%

FII 0.0%

DII 3.8%

Public 28.5%

(INR. Mn) INCOME EBIDTA EBIDTA% PAT PAT% EPS

FY13 1,312 144 10.97% 47 3.58% 3.33

FY14 1,676 201 11.99% 54 3.22% 2.78

FY15 1,792 249 13.89% 87 4.85% 4.45

9M FY16 1,379 200 14.50% 90 6.52% 4.54

Click here to view Investor Kit - http://www.valoremadvisors.com/ashapura/

2

BS LTD.

Promoted by Mr. Rajesh Agarwal, BS Limited is now in its 11th year of operations, having started with manufacturing towers and moving up the value chain into turnkey services, EPC and BOOM projects, for the power Transmission and Distribution Sector.

The Company recently announced certain acquisitions for vertical integration that will provide it the benefit of economies of scale.

The company is backward and forward integrated and has two manufacturing units located in Hyderabad for tower manufacturing / galvanizing and structural steel mill manufacturing.

COMPANY BACKGROUND………………….…… KEY DATA

BSE Code 533276

BSE Scrip ID BSLIMITED

Reuters BSLI.NS

Bloomberg BSTL:IN


Face Value 1

CMP 28.2

52 Week H/L 44/19.2

MCAP (Mn) 12,433


1 Yr Avg. Vol (‘000) 578.3

1 Yr Avg. T/O (Mn) 17.3

FINANCIAL PERFORMANCE…..…………………………………………………………………………………….


as on 31st Dec 2015

Promoters 67.9%

FII 2.8%

DII 0.1%

Public 29.2%

Click here to view Investor Kit - http://www.valoremadvisors.com/bs/

Pan India presence with project execution

KEY STRENGTHS………………………..….…………

capabilities ranging from 11 kV to 1200kV transmission line towers and 33kV to 400kV substations.

Mixed portfolio of EPC, turnkey, tower supply and BOOM projects — diverse revenue sources.

Single largest tower facility in India with a capacity of 2,40,000 MT p.a.

One of the few companies to have backward integration in the form of structured steel mill unit having capacity of 1,20,000 MT p.a giving it added advantage on the margin front.

Strong order book of INR 26 billion, net debt to equity ratio of 0.9 and ROCE of 21.1%.

BS is involved in executing the world’s first and largest UHV Transmission line on 1200kV in Maharashtra that envisages the ‘One Nation – One Grid – One Frequency’ Mission of India.


FY13 19,925 2,007 10.07% 638 3.20% 1.45

FY14 23,271 2,433 10.46% 704 3.03% 1.60

FY15 26,823 3,044 11.35% 752 2.80% 1.71

9M FY16 30,360 2,659 8.76% 570 1.88% 1.29

3

D. S. KULKARNI DEVELOPERS LTD.

D. S. Kulkarni Developers Ltd. (DSK) is a dominant and preferred real estate company based out of Pune, India. It is promoted by Mr. D.S. Kulkarni, an entrepreneur who built the company from humble beginnings.

The group began construction in 1980 as a partnership firm. It had its IPO in 1991 & has completed over 50 projects till date i.e. over 10 million square feet.

DSK developed one of the first township projects in India called DSK Vishwa, and is now developing a luxury one of it’s kind township project called DSK Dream City.


Established brand name.

Track record of on-time delivery.

Operating in the mid-income group where demand is high and volatility is low.

Strategic land bank available.

Well diversified – project-wise and geography-wise.

Expansion within successful projects to leverage existing goodwill.

More than 15 on going projects with over 5 million sq. ft. under development ensuring long term revenue, which does not include the DSK Dream City township project.


BSE Code 514034

NSE Code DSKULKARNI

Reuters DSKL.NS

Bloomberg DSK:IN


Face Value 10

CMP 108.0

52 Week H/L 132.6/69.1

MCAP (Mn) 2,787


1 Yr Avg. Vol (‘000) 18.7

1 Yr Avg. T/O (Mn) 1.8

FINANCIAL PERFORMANCE…..…………………………………………………………………………………….


as on 31st Dec 2015

Promoters 49.3%

FII 0.0%

DII 0.8%

Public 49.9%

Click here to view Investor Kit - http://www.valoremadvisors.com/dsk/


FY13 2,423 332 13.70% 140 5.78% 5.44

FY14 2,349 400 17.03% 157 6.68% 6.09

FY15 3,578 363 10.15% 149 4.16% 5.76

9M-FY16* 3,449 390 11.31% 188 5.45% 7.28

4

FINEOTEX CHEMICALS LTD.

Fineotex Group was established in 1979 by Mr. Surendra Tibrewala.

The Company manufactures over 400 products which include specialty chemicals and enzymes for Textile, Garment, Construction, Leather, Water treatment, Agrochemicals, Adhesives and others industries.

Headquartered in Mumbai, it has manufacturing facilities in India and Malaysia with a combined production capacity of 22,000 MT p.a.

It has a global presence across 33 countries and caters to well known companies in India and overseas.


Strong Balance Sheet with Zero Debt.

High ROE, ROCE and consistent Dividend Payouts.

Professionally run company with a high Promoter holding of 72%.

Strong Industry Knowledge with over three decades of operations.

Low cost, high margin customized products resulting in high entry barriers.

Biotex provides technological edge to Fineotex Products.

Well diversified product portfolio with high level of customization.


BSE Code 533333

NSE Code FCL

Reuters FINE.NS

Bloomberg FTXC:IN


Face Value 2

CMP 35.8

52 Week H/L 44.6/17.8

MCAP (Mn) 2,970


1 Yr Avg. Vol (‘000) 8.0

1 Yr Avg. T/O (Mn) 275.9


FY13 984 120 12.19% 81 7.11% 6.27

FY14 895 121 13.51% 78 7.26% 2.89

FY15 1,065 210 19.71% 146 12.11% 5.75

9M-FY16 888 212 23.87% 140 13.62% 1.08*

FINANCIAL PERFORMANCE…..……………………………………………………………………………………. SHAREHOLDING PATTERN

as on 31st Dec 2015

Promoters 71.7%

FII 0.0%

DII 0.0%

Public 28.3%

Click here to view Investor Kit - http://www.valoremadvisors.com/fcl/

* 5:1 stock split in June 2015

5


Mix changing favourably towards Precision Tubes, Engineering Structures, Forgings and other value added products. Share of these value added high margin products has grown from 39 % in 2011 to 48 % in FY15.

Strong Industry Knowledge — Three decades of

experience with consistent growth and progress.

Strong Capital and operational efficiencies

resulting in good return ratios.

Diverse product range with good level of

customization.

Catering to Marquee clients across the world.

A base of over 450 customers spread over 100

countries across the world.


BSE Code 530655

NSE Code GOODLUCK

Reuters GLST.NS

Bloomberg GLST:IN


Face Value 2

CMP 103.6

52 Week H/L 117.8/70.0

MCAP (Mn) 2,279


1 Yr Avg. Vol (‘000) 10.9

1 Yr Avg. T/O (Mn) 121.8


FY13 9,774 743 7.60% 219 2.24% 11.72

FY14 10,021 710 7.09% 177 1.77% 9.46

FY15 11,031 864 7.83% 279 2.53% 13.31

9M-FY16 7,649 796 10.41% 258 3.37% 11.71


as on 31st Dec 2015

Promoters 60.5%

FII 1.4%

DII 0.1%

Public 38.0%

Good Luck Steel Tubes is a diversified company with 3 decades of experience in manufacturing Steel Tubes, Engineering Structures, Forgings and Cold Rolled value added products.

The company has a total manufacturing capacity of 2,00,000 MT p.a.

The company’s products are sold domestically and to over 100 countries across the world to high growth sectors like Auto, Power, Infrastructure, Oil & Gas and is also diversifying further into high end engineering structures for Solar, Railways, Defense etc.

Over the years GoodLuck has strategically shifted its focus towards the high-margin value added steel products like forgings and structured steels.

GOODLUCK STEEL TUBES LTD. Click here to view Investor Kit - http://www.valoremadvisors.com/goodluck%20steel/

6

INFINITE COMPUTER SOLUTIONS (INDIA) LTD.

Infinite Computer Solutions (India) Ltd (ICSL) was established in 1999 by Mr. Sanjay Govil, who previously worked with IBM and Verizon.

The company is a global service provider of IT Services including Application Management & Infrastructure Management along with Product Engineering Solutions and Mobility & Messaging Products and Solutions.

Infinite caters to the Telecom, Energy & Utilities, Media & Content, Healthcare and Banking & Finance industries.


Infinite has become successful in acquiring clients like IBM, Verizon, Nokia-Siemens, Xerox in telecom, technology etc.

Offering new products like Rich Communication Services (RCS), Enterprise messaging service (EMS), Netsfere, IPS, CMS etc. which are showing good traction.

Revenue mix moving towards Product Engineering and mobility segment with better growth and high margins.

Core expertise areas include Service Oriented Architecture, Enterprise Analytics, Mobility and platform based delivery etc.


BSE Code 533154

NSE Code INFINITE

Reuters INFI.NS

Bloomberg ICSL.IN


Face Value 10

CMP 214.8

52 Week H/L 323.0/122.5

MCAP (Mn) 8,313


1 Yr Avg. Vol (‘000) 124.9

1 Yr Avg. T/O (Mn) 26.2


FY13 13,906 2,184 15.71% 1,307 9.40% 30.72

FY14 17,327 1,856 10.71% 898 5.18% 21.73

FY15 17,374 1,901 10.94% 1,129 6.50% 27.96

9M FY16 15,548 1,434 9.22% 908 5.84% 22.87


as on 31st Dec 2015

Promoters 74.8%

FII 3.5%

DII 0.1%

Public 21.6%

Click here to view Investor Kit - http://www.valoremadvisors.com/infinite/

7

MAN INDUSTRIES (INDIA) LTD.

Promoted by Mansukhani family, Man Group was established in 1970 with Man Industries (India) Ltd as a flagship company incorporated in 1988.

The company exports is one of the largest manufacturer & exporter of large diameter carbon steel line pipes (LSAW & HSAW).

The Company exports to countries like Africa, Middle East, Latin America & Asia Pacific.

It has two plants: one plant in Anjar, Kutch District of Gujarat and other in Pi-thampur, Madhya Pradesh, spread over a total of 150 Acres, with a total capacity of 1,000,000 MT p.a.


Profit making company since inception and consistently dividend paying to shareholders.

Anjar plant is strategically located in close proximity to Kandla & Mudra ports. The plant is also close to National Express Highways.

Exports to almost all the corners of the world. Majority of clients come from Oil & Gas sector such as GAIL, CPCL, EIL, SHELL, PETROBANGLA, KINDER MORGAN, GASCO & many more.

The company has supplied more than 10,000 Kilometers of line pipes over the world.

Order book growing due to increased capex for economical transportation of oil and gas, and for HSAW pipes increased domestic demand due to river linking projects.


BSE Code 513269

NSE Code MANINDS

Reuters MIND.NS

Bloomberg MAN:IN


Face Value 5

CMP 96.6

52 Week H/L 128.4/44.4

MCAP (Mn) 5,513


1 Yr Avg. Vol (‘000) 697.1

1 Yr Avg. T/O (Mn) 63.3


FY13 15,415 2,791 18.10% 1,007 6.50% 17.32

FY14 10,361 858 8.30% 89 0.90% 1.56

FY15 14,015 1,523 10.90% 536 3.80% 9.38

9MFY16 11,016 1,549 14.06% 566 5.14% 9.91


as on 31st Dec 2015

Promoters 55.2%

FII 5.1%

DII 0.6%

Public 39.1%

Click here to view Investor Kit - http://www.valoremadvisors.com/man/

8

MODI NATURALS LTD.

Modi Naturals Limited (MNL) was Incorporated

in 1974 by Mr. D.D Modi, and is headquartered

out of New Delhi, India.

It is in the business of manufacturing &

marketing of edible oils and de-oiled cakes.

In 2010, MNL launched its first branded edible oil

and has since then increased its focus from non-

branded edible oils to the branded segment

and has also increased its presence across India

in branded products.

The company’s branded product portfolio

includes Oleev Olive oil, Oleev Active (Blend of

Olive oil and Rice Bran Oil), Rizolo Rice bran oil,

Tarai shudh Mustard oil, Tarai Tasty.


30 years of management expertise in the edible

oil business.

End to end manufacturing facility from crushing,

refining to solvent extraction and packaging.

Availability of key raw materials near

manufacturing location.

Moving away from commodity nature of

business to premium branded products.

Already made investments in the last 3-5 years

for brand building, distribution network and

marketing.


BSE Code 500214

NSE Code NA

Reuters MODN.BO

Bloomberg MNAT:IN


Face Value 10

CMP 89.7

52 Week H/L 101.9/15.0

MCAP (Mn) 997


1 Yr Avg. Vol (‘000) 7.8



FY13 1,946 62 3.19% 20 1.03% 1.83

FY14 2,098 46 2.19% 8 0.38% 0.74

FY15 2.339 42 1.78% 2 0.09% 0.14

9MFY16 1,800 49 2.72% 33 1.83% 2.93


as on 31st Dec 2015

Promoters 73.8%

FII 6.6%

DII 0.0%

Public 19.6%

Click here to view Investor Kit - http://www.valoremadvisors.com/modinaturals/

9

PIONEER EMBROIDERIES LTD.

Pioneer Embroideries incorporated in 1991 by Mr

Rajkumar Sekhani is an established name in the

Embroidery, Yarn and Laces industry. The company

Is headquartered in Mumbai and has

manufacturing and processing facilities across the

country.

It is one of India’s largest manufacturer and exporter

of Embroideries and Laces.

The company manufactures Doped dyed yarn

under the brand name of Silkolite.

The Company also has a retail brand for

embroidered fabrics and sarees called HAKOBA

which is a synonym to embroidery garments across

the world.


One of the largest manufacturer and exporter of

embroideries and Laces.

Strong market knowledge and intelligence leading

to improved designs with over 3 Lakh design

collections in Embroideries, Fabrics and Laces.

Niche presence in Doped dyed products and a

pioneer in bringing branding to an ancillary business

like embroidery.

One of the few companies to a have color library of

more than 1,200 shades of Dope dyeing.

KEY DATA

BSE Code 514300

NSE Code PIONEEREMB

Reuters PIOE:NS

Bloomberg PNE:IN


Face Value 10

CMP 80.9

52 Week H/L 83.5/18.0

MCAP (Bn) 1,497


1 Yr Avg. Vol (‘000) 49.5

1 Yr Avg. T/O (Mn) 23.8


FY13 2,481 186 7.49% (338) NA NA

FY14 2,808 203 7.23% (77) NA NA

FY15 3,036 368 12.12% 110 3.62% 3.63

9M- FY16 2,260 511 22.61% 323 14.29% 14.33*


as on 31st Dec 2015

Promoters 46.1%

FII 0.0%

DII 5.3%

Public 48.6%

Click here to view Investor Kit - http://www.valoremadvisors.com/pioneerembroideries/


* EPS includes extraordinary item

10

SHEMAROO ENTERTAINMENT LTD.

Shemaroo Entertainment Ltd is a well

established and reputed media content house

in India, with activities in Acquisition, Value

Addition to Content and Content Distribution.

The company was started by Mr. Budhichand

Maroo as a book circulating library in 1962, and

moved on to setting up one of India’s first movie

video cassette rental business in 1979.

Over the years Shemaroo has become one of

the largest independent content aggregators in

India.

They Distribute their content through different

existing and emerging media platforms like

Broadcasting channels, new media platforms

like mobiles, internet, In flight entertainment etc.

COMPANY BACKGROUND………………….…… KEY STRENGTHS………………………..….………… KEY DATA

BSE Code 538685

NSE Code SHEMAROO

Reuters SHEM.NS

Bloomberg SHEM.IN


Face Value 10

CMP 298.7

52 Week H/L 321.5/162.5

MCAP (Mn) 8,119


1 Yr Avg. Vol (‘000) 43.3

1 Yr Avg. T/O (Mn) 10.4


FY13 2,161 587 27.16% 235 10.87% 11.87

FY14 2,654 658 24.79% 272 10.24% 13.68

FY15 3,247 881 27.13% 409 12.59% 17.35

9MFY16 2,721 756 27.78% 357 13.12% 13.13


as on 31st Dec 2015

Promoters 65.8%

FII 8.7%

DII 2.9%

Public 22.6%

Click here to view Investor Kit - http://www.valoremadvisors.com/shemaroo/

11

SRIKALAHASTHI PIPES LTD.

Srikalahasthi Pipes Limited “SPL” (Formerly known as Lanco Industries Ltd.) was established in 1991 by Lanco Group of Companies to manufacture Pig Iron. The company is currently a part of the Electrosteel Casting group.

The company has a DI Pipe capacity of 2,25,000 tonnes and is backward integrated with a sinter plant, coke oven plant, power plant and Sewage Treatment facilities, giving them a significant competitive advantage.

SPL is amongst the top 10 players in the DI pipe industry in India, with a 75% market share in Southern / Western India.


SPL owns railway siding which helps bring its major raw materials, to the plant and also in dispatching its finished products in an efficient and timely manner.

Backward integrated and one of the lowest cost producer.

Favourably placed in the Southern market as no other major producer.

Better placed to benefit from government water supply and smart city projects.

Capex plan to increase capacity from 225,000 MT to 285,000 MT in order to meet increasing demand.

KEY DATA

BSE Code 513605

NSE Code SRIPIPES

Reuters SRIK.NS

Bloomberg SRIK:IN


Face Value 10

CMP 264.3

52 Week H/L 349.0/71.6

MCAP (Mn) 10,509


1 Yr Avg. Vol (‘000) 190.0

1 Yr Avg. T/O (Mn) 38.6


FY13 8,739 613 7.01% (131) NA NA

FY14 9,966 1,243 12.47% 387 3.88% 9.73

FY15 10,922 1,943 17.78% 830 7.59% 20.87

9M-FY16 8,425 2,095 24.87% 1,127 13.38% 28.34


as on 31st Dec 2015

Promoters 50.8%

FII 3.6%

DII 28.8%

Public 16.8%

Click here to view Investor Kit - http://www.valoremadvisors.com/sripipes/


12

SVP GLOBAL VENTURES LTD.

SVP Global Ventures (“SVP”) is a state of the art yarn manufacturing company.

The compnay is a part of a 100 year old conglomerate – Shrivallabh Pittie Group.

SVP is the holding company for the entire Textile branch of ShriVallabh Pittie Group.

Headquartered in Mumbai, the company’s current production capacity is 2,10,000 spindles (i.e. approx. 45,000 tonnes of yarn).

The Company has manufacturing facilities at Coimbatore, Palani, Madurai in Tamil Nadu and setting up new facilities in Jhalawar, Rajasthan.

The company supplies to multiple leading brands in India and has a diverse customer base across the country.


The company is undertaking capacity expansion of additional 2,00,000 spindles and 2,400 rotors (~55,000 tonnes of yarn) for compact yarn.


BSE Code 505590

NSE Code SVPGLOB

Reuters SVPG.BO

Bloomberg SGVL:IN


Face Value 10

CMP 42.0

52 Week H/L 50.0/11.4

MCAP (Mn) 531


1 Yr Avg. Vol (‘000) 65.7



FY13 55 2 3.63% 0.2 0.36% 0.30

FY14 54 2 3.70% 0.4 0.74% 0.46

FY15 373 4 1.07% 2 0.54% 0.15

9MFY16 5,470 267 4.88% 66 1.21% 2.65


as on 31st Dec 2015

Promoters 67.6%

FII 0.0%

DII 0.0%

Public 32.4%

Click here to view Investor Kit - http://www.valoremadvisors.com/svpglobal/

13

UJAAS ENERGY LTD.

UJAAS (UEL) has been in the business of manufacturing transformers for more than 30 years.

The company became a pioneer in generation of green energy by becoming one of India’s first public companies to enter into the Solar Power generation under the REC mechanism.

UJAAS offers a ONE STOP turnkey solution where the company takes care of all aspects related to setting up a solar power plant, from acquisition of land, erecting of mounting systems and modules, and setting up evacuation infrastructure.

The company focuses on an asset light model business offering solar power parks under REC mechanism, EPC for solar projects and rooftop solar installations.


UEL is currently managing more than 140 MW under UJAAS Solar projects, making it one of the largest in India under the REC mechanism.

Recurring Revenue every year will come from O&M.

The Jawaharlal Nehru National Solar Mission was launched in 2010. As per the National Tariff Policy, solar specific renewal purchase obligation entail that by 2022, 8% of the energy demand in each state must be met through solar sources. Hence, by 2022, India’s Solar Power requirement could be around 100 GW, which currently stands at around 5 GW. This offers a massive growth opportunity for everyone in the Solar space.

Asset light model.


BSE Code 533644

NSE Code UJAAS

Reuters UJAA.NS

Bloomberg UJEL IN


Face Value 1

CMP 21.5

52 Week H/L 24.2/13.6

MCAP (Mn) 4,300

Shares O/S (Mn) 200

1 Yr Avg. Vol (‘000) 338.2



FY13 2,480 508 20.48% 270 10.89% 1.35

FY14 5,332 991 18.58% 374 7.01% 1.87

FY15 1,133 445 39.28% 117 10.33% 0.59

9MFY16 1,115 339 30.40% 70 6.28% 0.35


as on 31st Dec 2015

Promoters 70.7%

FII 0.0%

DII 1.3%

Public 28.0%

Click here to view Investor Kit - http://www.valoremadvisors.com/ujaas/

14

ZICOM ELECTRONIC SECURITY SYSTEMS LTD.

In 1994, Zicom India, the flagship company of the Zicom Group was founded by Mr. Manohar Bidaye and Mr. Pramoud Rao.

Over the years, Zicom India has emerged as the pioneer and leader in the Indian electronic security market.

The company offers CCTV surveillance, access controls, biometric services in India, and the Middle East, it is present in the Fire Safety EPC solutions.

Zicom has launched Zicom eSaaS in 2012, offering video surveillance solutions as a service to housing societies and institutions like Banks.

Zicom operations are spread across 4 countries namely India, UAE, Qatar and Saudi Arabia.


Strong brand recall.

Pan India presence.

Unisafe is one of the 4 A+ category fire protection contractors.

Marquee projects under their belt such as Burj Khalifa and Etihad Tower.

First mover advantage in SaaS segment which provides a platform to grow non-linearly with a low capital expenditure.

SaaS technology platform is hardware agnostic allowing Zicom to provide service to CCTVs of any brand.

Surveillance camera awareness and requirement is increasing rapidly.


BSE Code 531404

NSE Code ZICOM

Reuters ZICO.NS

Bloomberg ZSS:IN


Face Value 10

CMP 132.8

52 Week H/L 196.5/111.5

MCAP (Mn) 2,683


1 Yr Avg. Vol (‘000) 50.7



FY13 6,936 849 12.24% 303 4.38% 18.73

FY14 9,286 1,109 11.94% 419 4.51% 24.39

FY15 11,129 1,447 13.00% 506 4.55% 28.04

9MFY16 8,589 1,110 12.92% 319 3.71% 15.03


as on 31st Dec 2015

Promoters 20.9%

FII 0.0%

DII 2.8%

Public 76.3%

Click here to view Investor Kit - http://www.valoremadvisors.com/zicom/

15

THANK YOU

For further details please contact

Sheetal Khanduja / Upasana Chheda

Phone: +91-22-30067521/22/23/24

Email: [email protected]

Address: Valorem Advisors,

B2-908, Marathon Innova, Veer Santaji Marg,

LowerParel (W) Mumbai – 400013, India

Website: www.valoremadvisors.com

mailto:[email protected]

http://www.valoremadvisors.com/

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