Jul 19, 2014

Few Infrastructure Stocks: Value and Growth Stocks

Here are few infrastructure and related stocks that can give you good return in 1-2 years.

Jaypee Infratech Limited -

It has developed Yamuna Expressway Project. The company is also involved in developing commercial and industrial complexes.

P/E = 17.24
P/S = 1.55
P/B = 0.85

Debt/Asset = 38.19

Debt/Asset is not high compared to size of the company and the area it work on.

J. Kumar Infraprojects Ltd -

Similar company as above.
The Company is engaged in execution of contracts of various infrastructure projects including Transportation Engineering, Irrigation Projects, Civil Construction, and Piling Work Its transportation engineering business includes roads, flyovers, bridges, monorail, metrorail and skywalks.

P/E = 10.99
P/B = 1.53
P/S = 0.74

Debt/Asset = 27.67

Not is not that risky as above but has run up a little. But still there is lots of scope in this in one to two year.

Both the above are good profit making companies.

Prakash Industries Limited -

The Company operates in three segments: Power, Steel and polyvinyl chloride (PVC) Pipe and Others. The Company is primarily engaged in steel, power and mining operations. The Company has an integrated steel plant at Champa in the state of Chhattisgarh. The sponge iron Kilns installed at Champa are based on SL/RN technology of Lurgi, Germany. The Company is allotted three coal blocks at Chotia, Madanpur and Fatehpur in the State of Chhattisgarh. The Company also owns iron ore mines to fulfill the iron ore requirement for sponge iron manufacturing. The Company has facilities to manufacture wire rod, HB wire, TMT bars and structural.

P/E = 8.58
P/B = 0.62
P/S = 0.54

Debt/Asset = 21.01

It is a good company but a lot depend on economic revival which seems all good seeing 1-2 years ahead.

Gandhi Special Tubes Ltd -

P/E = 15.44
P/B = 1.70
P/S = 3.20

Debt/Asset = 0

The Company is engaged in manufacturing and marketing of welded and seamless steel tubes of different sizes and specifications and cold formed coupling nuts. These products are supplied to original equipment manufacturers (OEM) of the automotive , refrigeration and other engineering industries.

The Company operates in steel tubes, wind power and others. The Company operates in power sector through windmills installed in Maharashtra and Gujarat in a modest way.

Ratnamani Metals and Tubes Limited -

Ratnamani is engaged in the business of steel tubes and pipes, and generation of power by windmills. The Company is a manufacturer of stainless steel tubes and pipes for the oil and gas, petrochemicals and refineries, power industries (namely thermal, nuclear and solar), fertiliser and chemical industries, paper and pulp sector, liquid natural gas (LNG) terminals, desalination plants and aerospace, among others. The Company’s products include carbon steel, which consists of high frequency welded (HFW) / electric resistance welded (ERW) Pipes, saw pipes and coating lines, and stainless steel, which consists of seamless tubes and pipes, welded tubes and pipes and electric fusion welded (EFW).

P/E = 14.51
P/B = 2.65
P/S = 1.53

Debt/Asset = 6.36