Housing Finance & Realty Sector Updates

Housing Finance & Realty Sector cos. Mainly engaged in Affordable Housing sector is Gaining  teeth slowly. Though rising interest rates will affect their PAT in coming days, but the Opportunities ahead is exponential.  Reality market has started recovery. Stocks related to these sectors are now available at a Reasonable Valuations. We are expecting an up-move in short term.

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Sanghi Industries Ltd ( SANGHIIND ) – Managements View & Valuations

Managements View : *Cement prices steady in April & May 2018 vs Q4FY18

*Expect a regular cement price cut of 3%/5% during monsoon

 *FY19 tgt vols=3.2mt & EBITDA exp at apprx 900/tn

 *Blended costs of borrowing down to 10.75% vs 15.5% earlier

 *Capacity wil double by March 2020

( Source : CNBCTV18 )

Valuations :  Sanghi Industries Ltd is now Trading at  2.3X of its EPV ( March 2018 earnings ). Its 10 years avg. long term EPV comes at 3.3X, which translates its effective price at ₹ 123.50. It has  Net Cash / Share of ₹ 0.70.  Market Cap / Networth is 1.9X.

Financials :    https://www.screener.in/company/SANGHIIND/

Disclaimer : We are / may going to take exposure shortly.

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Kaya Ltd ( KAYA ) – Valuations

KAYA closes   at ₹ 972.95   with  a  Gain  of     +9.2%   on    08-June- -2018   with formation of  a  Long Green Candle    on Daily  Price Chart.  

Valuations :  Sales has declined to 97.38Cr by -2.94% in Q4 FY 2017-18 & Losses has inched higher to -7.84 Cr. By-102%.

Kaya Ltd  is now Trading at -8.4X of its EPV ( March 2018 earnings ). Its 10 years avg. long term EPV comes at 4.6x, which translates its effective price at ₹ 3709. It has  Net Cash / Share of ₹ 66.90.  Market Cap / Networth is 5.1X. Raw Material Consumed has increased by+38% to ₹ 9.99 Cr & Stock has Adjustments of  ₹ -0.15 Cr ( In previous Quarter YoY it was ₹ 5.11Cr ). R&D Expenses is Zero in the last FY 2017-18 while Employee Expenses is ₹ 35.77 Cr declined by -3% QoQ.

Financials :    https://www.screener.in/company/KAYA/consolidated/

Disclaimer : We are / may going to take exposure shortly.

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