IDFC

IDFC and Shriram Group have agreed to finalise a merger of their financial services business in an attempt to create a financial supermarket with offerings from motorcycle credit to lending for multibillion dollar power projects.

The proposed merger will create a financial giant with a market value of at least Rs 72,000 crore that will have businesses like mutual funds and insurance.

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IDFC Bank

• Baby bank with big step
• Very few bank become profitable in first year of operation.
• National Payments Excellence Awards 2016
• Bharat Banking services recognized by Telengana & Andhra Pradesh Local Governmen
• Best Innovative Bank
• There are only a few banks that become profitable in the first year of their operations since a lot of the cost are front loaded. Since IDFC Bank had a ready made loan book of Infrastructure loans, this helped it to be profitable in the first year Itself.
• Bharat Banking – (Rural Side of the Bank)
• Bharat Plus – (Digital urban focused side of the Bank)
• Vision 2020-The management has given aggressive guidance and is on the mission to transform the bank.

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Aditya Birla Fashion and Retail Ltd

• ABFRL is India’s No 1. Fashion Lifestyle entity with a combined revenue of INR 6,633 crore for FY’17, growing at a rate of 10 percent and EBITDA of INR 476 crore for FY’17 that has grown at 18 percent over the last year. Market capitalization of USD 1.7 billion (10,970 Crore).
• Strong business model. Merger of Pantaloons and Madura turn business into profit.
• Key Highlight
  • India’s largest fashion network with over 7000 points of sale.
  • Spread across over 375 cities and towns
  • More than 2,000 exclusive ABFRL brand outlets.
  • 16 million Loyalty Members as of FY’1.e. ABFRL boasts of creating more than 20,000 new designs every year.
• Turn into a profit making company with a profit of 54 crs in FY-17 compare to -109 crs loss in FY-16.
• Promoter holding is 60% and around 82 mutual fund bought it in last quarter. Franklin Templeton Mutual Fund is having highest holding of 5.6%.All major mutual fund had bought this stock.

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Larsen & Turbo InfoTech (LTI)

• Strong Balance sheet.
• Strong Cash Flow.
• Good management, Brand Name and having 20 years of experience.
• High Dividend Yield.
• Revenue, Profit Asset quality increasing. Debt Free Company.
• ROI, ROCE, RONW (Above 20) and EPS constantly increasing.
• Following all signs of Warren Buffets Growth Stock.
• Current MCAP is 12500+ Crs Stock trading at 740.As per company growth stock should trade around 2500+ in next 5 yrs.

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