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Investment desicions agrochemical sector

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ShefaliSatija1
ShefaliSatija1

Analysis of agrochemical sector - Quantitative and Qualitative analysis of agrochemical stocks. Presenting investing options and arriving at a desicion

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Investment Decisions Industry - Agrochemicals Prepared by Shefali Satija
Industry Analysis-Qualitative Agriculture contributed 17% to our GDP in 2019-2020 . Livelihood of 50% of countys population. Agrochemical market is worth Rs.38000 crore divided equally between domestic consumption & exports. Agrochemical Industry will continue to expand with expected growth in agricultural output. Government policies - subsidies to farmers, efforts to ensure a timely harvest and procurement of Rabi Crop improved liquidity for farmers. Good on track monsoon ensures strong domestic demand. Movement of migrant workers shifts focus on agriculture.
Industry Analysis-Qualitative Government support to agriculture value chain will tackle the challenges on the supply side. In export market, demand robust given the need for global food security. Orders coming from key markets like Brazil, Japan, U.S as buyers trying to shift their sourcing away from China. Impact of pandemic limited on agrochemical compared to other industries. Few key players in the industry and less competition. Major players-Bayer crop science Ltd., United Phosphorus Ltd., Rallis India Ltd., Syngenta India Ltd among others.
Quantitative Analysis Company Market Cap (in cr) Market Price (in Rs.) 52 weeks High/Low (in Rs.) Book Value (in Rs.) P/E Dividen d Yield (in %) ROCE (in %) ROE (in %) Bayor Cop Science Ltd. 24958 5900 6449/2981 572.40 44.87 1.62 29.30 23.77 PI Industries Ltd. 26710 1983 2154/972 172.63 63.55 .17 24.66 19.14 Rallis India Ltd. 5653 296 325/127 72.48 27.04 .86 16.31 12.92 Dhanuka Agritech Ltd. 3766 794 935/261 148.74 21.16 1.52 23.35 17.35 Paushak Ltd 1090 4050 4315/1302 737.29 33.89 .17 20.70 15.89
Quantitative Analysis Company Sales Growth (in %) 3 years Promoter Holding/ Pledged % Debt to Equity Price to BV ROA EPS Return over 3 years (%) Return over 10 years (%) Bayor Crop Science 8.80 71.43/0.00 0.00 9.70 22.56 131.5 5.98 19.42 PI Industrie s Ltd. 10.66 46.79/0.00 0.00 10.20 18.18 31.20 32.47 40.65 Rallis India Ltd. 10.62 50.09/0.00 .06 (79.7cr) 4.01 11.97 10.93 5.90 8.38 Dhanuka Agritech 6.67 75/17 .001 (7.98cr) 5.33 16.45 37.52 1.36 23.97 Paushak Ltd 24 66.71/0.00 0.00 4.80 15.83 113.3 69.34 44.88
Bayor Crop Science Ltd. Global Presence & Very Strong brand across the globe. Market Leader in its space & a Blue Chip Company Strong promotor holding (more than 70%) Debt Free Company Stocks are stable, can expect consistent returns. Strong Sales & Profit Growth Healthy Dividend Payout Great Return to its shareholders in last 10 years. High ROCE & ROE & ROA. High P/E & P/BV ratio due to low float, short term investor can exit easily by selling shares at a profit.
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Investment desicions agrochemical sector

  • 1. Investment Decisions Industry - Agrochemicals Prepared by Shefali Satija
  • 2. Industry Analysis-Qualitative Agriculture contributed 17% to our GDP in 2019-2020 . Livelihood of 50% of countys population. Agrochemical market is worth Rs.38000 crore divided equally between domestic consumption & exports. Agrochemical Industry will continue to expand with expected growth in agricultural output. Government policies - subsidies to farmers, efforts to ensure a timely harvest and procurement of Rabi Crop improved liquidity for farmers. Good on track monsoon ensures strong domestic demand. Movement of migrant workers shifts focus on agriculture.
  • 3. Industry Analysis-Qualitative Government support to agriculture value chain will tackle the challenges on the supply side. In export market, demand robust given the need for global food security. Orders coming from key markets like Brazil, Japan, U.S as buyers trying to shift their sourcing away from China. Impact of pandemic limited on agrochemical compared to other industries. Few key players in the industry and less competition. Major players-Bayer crop science Ltd., United Phosphorus Ltd., Rallis India Ltd., Syngenta India Ltd among others.
  • 4. Quantitative Analysis Company Market Cap (in cr) Market Price (in Rs.) 52 weeks High/Low (in Rs.) Book Value (in Rs.) P/E Dividen d Yield (in %) ROCE (in %) ROE (in %) Bayor Cop Science Ltd. 24958 5900 6449/2981 572.40 44.87 1.62 29.30 23.77 PI Industries Ltd. 26710 1983 2154/972 172.63 63.55 .17 24.66 19.14 Rallis India Ltd. 5653 296 325/127 72.48 27.04 .86 16.31 12.92 Dhanuka Agritech Ltd. 3766 794 935/261 148.74 21.16 1.52 23.35 17.35 Paushak Ltd 1090 4050 4315/1302 737.29 33.89 .17 20.70 15.89
  • 5. Quantitative Analysis Company Sales Growth (in %) 3 years Promoter Holding/ Pledged % Debt to Equity Price to BV ROA EPS Return over 3 years (%) Return over 10 years (%) Bayor Crop Science 8.80 71.43/0.00 0.00 9.70 22.56 131.5 5.98 19.42 PI Industrie s Ltd. 10.66 46.79/0.00 0.00 10.20 18.18 31.20 32.47 40.65 Rallis India Ltd. 10.62 50.09/0.00 .06 (79.7cr) 4.01 11.97 10.93 5.90 8.38 Dhanuka Agritech 6.67 75/17 .001 (7.98cr) 5.33 16.45 37.52 1.36 23.97 Paushak Ltd 24 66.71/0.00 0.00 4.80 15.83 113.3 69.34 44.88
  • 6. Bayor Crop Science Ltd. Global Presence & Very Strong brand across the globe. Market Leader in its space & a Blue Chip Company Strong promotor holding (more than 70%) Debt Free Company Stocks are stable, can expect consistent returns. Strong Sales & Profit Growth Healthy Dividend Payout Great Return to its shareholders in last 10 years. High ROCE & ROE & ROA. High P/E & P/BV ratio due to low float, short term investor can exit easily by selling shares at a profit.