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CESC BUY VS .pdf



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The Calcutta Electric Supply Corporation Ltd (CESC): BUY
CMP: 380 Rs.

Tgt: 750-900Rs.
Timeframe: 2-3Years

CESC:
The Calcutta Electric Supply Corporation Ltd (CESC) is an
integrated power utility company engaged in the generation and distribution of
electricity. The company's operation is spanning the entire value chain: right from
mining coal, generating power, distribution of power. They serve 2.4 million
customers within 567 square kilometers of Kolkata and Howrah, delivering safe,
cost-effective and reliable energy to their consumers. The company operates in
three segments, namely
1) Power, which is engaged in the generation and distribution of electricity;
2) Retail: SPENCERS Retail, which is engaged in organized retailing, and
3) Property: CESC Properties, which is involved in property development.
CESC Ltd was incorporated on March 28, 1978 with the name The Calcutta
Electric Supply Corporation (India) Ltd. In January 1, 1987, the company changed
their name to CESC Ltd.

Recently we have Initiated STRONG BUY CALL on CESC for
various reasons..
MAIN REASONS Why to BUY & Invest in this Company to build
a strong Portfolio:
1) FUNDAMENTALLY, CESC is very Strong Company with
Sound Fundamentals, also an RP-Sanjiv Goenka Group
Company.

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2) CESC had reported a 4.8 per cent rise in net profit at Rs
131 crore for the quarter ended June 2013 against the
corresponding period last year. Net sales in the June
quarter stood at Rs 1,419 crore, a marginal 1 per cent
growth over the corresponding period when it had
registered sales of Rs 1,404 crore. While We are
expecting a TAKE-OFF in REVENUES & PROFITS from This
quarter & CESC is going to announce it’s September
quarter results on Nov-12, 2013.
3) ONLY 5% Public Stake Floating in Open Market. Rest 95% is
acquired & Invested well by THE PROMOTERS (52%) & FII’s
(More than 35%).
4) CESC has Equity Capital of 125Crores on which Reserves
are more than 6000 Crores, With Loans on Books
standing at 3000 Crores.
5) Psychologically, the Stock is being bought by ONLY LONG
TERM GENUINE BUYERS & is in Good HANDS. The STOCK is
UNDER OWNED!!!- Very Low Investor Participation.
6) The Company achieved an EPS of 49 Rs in Fy13 & We
expect the company to register an EPS of 57Rs. In FY14
which translates to P/E of just 6.66 @ 380 Rs for CESC
with a Good Dividend Yield. The Stock has the Potential
to reach 500Rs SOON!!!.

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7) Purely from Technical Analysis point of view, The stock
price has shown signs of an UPTREND for medium to Long
term.
8) Technical Targets: We expect the Price to appreciate from
current levels of 380Rs to 700Rs. i.e nearly 84% Upside. If
anyone is thinking to park some money in Stocks, they
must certainly consider CESC. Long Term Target remains @
900Rs.





**Something More to Know:
REAL ESTATE:
Floated 100% subsidiary “CESC Properties Ltd” to develop
real estate projects mainly using its own land bank
Currently developing a 3 acre of land at Central Kolkata for a
“Luxury Mall”

Completed cost Rs.375 cr.

4.15 lakh sq.ft retail area, 900+ car parking


Designed by RTKL (UK), construction by L&T



Work started, mall expected expected to be operational
in October 2013
92% of tenancy tied up
Average rent Rs.130/sq.ft (Rs.70 cr. 1st full year)




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SPENCER’S
 Rs.14 bn food-first, hyper & supermarket chain since 1996
 30 million NOB’s per annum (est. 50 Mn footfalls per annum)
 Strong Brand traction with target customer
 Strong Brand traction with customers (3rd most trusted retail
brand).
 Stock approximately 15000 SKUs in a typical hyper store
 Private label program across food, fashion, home and general
merchandising. 140+ stores spread over approx 1 Mn sqft and an
employee strength of 4500+

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Projects Under Implementation
Projects

CoD

Capacity
(MW)

Status

Current
Thermal
Renewable
Chandrapur
Haldia Phase 1

1225
33
2013

600

2014

600

Total

9 MW Solar Power Plant and 24 MW
Wind Power
Plant operational.
Likely synchronisation of unit 1 in
Sept 2013
Under implementation – CoD – Nov
2014

2458

Projects in Pipeline
Balagarh
Orissa Phase 1

Jharkhand

2018

1320

2017

1320

2017

600

Total
Grand Total
(A+B)

Land in hand, Environmental TOR in
place.
Linkage pending.
Land in possession. Awaiting Long
Term Coal linkage,
Environmental TOR received & EIA
completed.
Environmental TOR in place. Captive
mine allocated.
Land being acquired

3240

5698

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