Saturday, July 9, 2011


Ramky Infrastructure is in the field of construction and Infrastructure since 1994. This company is jointly promoted by Alla Ayodya Rami Reddy and Y R Nagaraja . Company is concentrating in water and waste water, irrigation, transportation, power, Road building & industrial construction activities . Company having good experience in water and waste water related  projects and already completed more than 100 projects in this segment.More than half of its top line is generated from water, waste water and irrigation related activities and this sector having very good potential.Company's own designing and  engineering team which specializing in this field is an added advantage.Through its subsidiaries and SPV's , Ramky is operating out side India and currently executing some projects like Gabon Special Economic Zone, West Africa ..etc through its subsidiary.Company is also active in many road projects pan India.Recently company received orders worth Rs.600 Cr for various infrastructure development projects. Currently company having an order book of Rs.12000 Cr which gives very good visibility.Ramky shows a CAGR of 40 % for the past 5 years.On a consolidated basis Company posted a turnover of Rs.3147 Cr  , net profit of Rs.206 Cr and an EPS of Rs.39 in last FY. Company issued share at Rs.450/- in its IPO and due to lower valuation of infrastructure company's in current market it is available @ Rs.280/- I think Ramky Infra is one of the best bet from infra space and it will out perform with  a re- rating in this sector .Investors can  bet on this with a long term view at CMP of Rs.280/-


  1. nile ltd is selling its glassed lined equipnents as slump sale,something fishy here since this was the line of acqisition that GMM pfaudler was trying to buy it out,then why to call it slump sale.

    This development is sure to raise eyebrows in informed circles, your guidance please and take on it.

  2. Dear Sir,

    Can u kindly give a comparison vis-a-vis Ramky against Sadhbhav engineering as which should be worth investing from future potential and scope point of view along with financial standings.Thanks and your feedback is much appreciated.


  3. how comfortable are you with the management? integritywise?

  4. Dear valuepick sir, can you provide the updates of the stocks which you are recommending (whether to buy or sell or hold) in a consolidated manner atleast once in six months? it will be very useful for your followers like me. for instance i dont know whether to accumulate tastybite, shirpur gold, kanchan, tokyoplast etc..etc at these levels. so if possible kindly let us know your views about your recommendations in a consolidated manner sir.
    thank you

  5. dear value pick,
    rearding makers laboratories eps8, ipca background why the stock is with such a low pe?please reply.
    siva kumar

  6. sir,
    what is your opnion about resurrecting punj lloyd?

  7. Even if it is mentioned as a slump sale . It is getting Rs.58 Cr which is almost equal to its total market cap. I think this deal is not bad .

  8. No faith in the management of Punj Lloyd



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