4 EMERGING STORIES FOR YOUR INVESTMENT PORTFOLIO

2. Aarti Industries Aarti Industries is a manufacturer of basic chemicals, specialty chemicals, agro chemicals & pharmaceutical products. It has 16 manufacturing units in Gujarat and Maharashtra and an R&D facility. It has a global presence in the USA, Europe, and Japan. It manufactures Manufacturer Nitro Compounds, Fluoro Compounds, Alkylated Amines and Toluidines. About It has highly integrated Plants (both Backward and Forward integrated) with Cost-Efficient Manufacturing Process manufacturing over 125 products with diverse applications. With a presence of a number of levers to drive growth, AIL is expanding its existing capacities where it already has global leaderships, venturing into new chemistries with firm off-take commitments, and targeting higher utilization of pharmaceutical facilities. It has planned to demerge its three business verticals and list them separately. Its three business are (a) specialty chemicals, (b) pharmaceuticals and (c) home & personal care chemicals. The demerger will accrete the value of its three businesses. Over the last five years, its consolidated net profit has registered growth of 21.46%. Investment Argument Its exports accounted for ~50% of its revenue thus, a significant appreciation of INR against USD will pose a risk to its competitiveness in global markets. In addition, the benzene prices fall may impact its short-term profitability in short-term. Risk FY CMP Sales OPM EPS PE BVPS PBV EV/Sales ROE Financials 513.25 2729.24 20.96 30.83 22.47 121.61 4.22 2 23 201603 513.25 2861.44 16.27 23.24 22.08 122 4.20 1.85 20.2 201503

3. Jagran Prakashan Jagran Prakashan is into the business of printing and publication of newspapers & magazines, FM Radio, Digital and Outdoor advertising. The most popular newspaper or flagship brand of the company is Dainik Jagran.The other newspaper brands published by the company are Mid-Day, Nai Dunia, Mid- Day (Gujarati), The Inquilab and Punjabi Jagran. The magazines published by the company is Sakhi. The company owns a radio channel Radio City 91.1 FM spread across 19 states. About Dainik Jagran flagship brand has a strong presence in Hindi speaking markets such as Jharkhand, Bihar, Haryana, Punjab, Uttar Pradesh and Madhya Pradesh The company won 11 frequencies in Phase 3 radio auction amounting to Rs. ~62 Cr. The EBITDA margin in the radio business stood at 34% for FY 16. The management has guided 11%-12% growth in print ad revenue in FY 17(E) on the expectation of healthy add spends across discretionary sectors. Currently, the company has 2% market share and targets to reach 8% over next 5 years. Investment Argument The major revenue in the print business comes from advertising. Delay in economic recovery may hamper advertising revenue growth for the company. The move of reader base to internet based products/apps could impact the company in terms of loss of print market. Risk FY CMP Sales OPM (%) EPS PE BVPS PBV EV/Sales ROE (%) Financials 171.70 2060.31 34.26 13.71 19.15 34.75 4.94 2.8 28 201603 171.70 1725.38 26.11 9.87 17.39 34.69 4.94 3.26 27 201503

4. AIA ENGINEERING LTD AIA Engineering (AIAE) manufactures and markets a wide range of High Chromium consumable wear parts (mill internals) which are used in the process of Crushing/Grinding in the Cement, Mining, Thermal power and Aggregate Industries. These are core industries from an economic standpoint and are the basic drivers of infrastructural development. AIAE has a global footprint with sales and service support in more than 90 countries. About The company will be the biggest beneficiary of conversion from forged media to HCMI consumables in the long run as it will be the largest player globally by FY18E. The company has shifted its focus to mining segment, since the growth in the cement sector is expected to be flat. The company has a significant client base in the global market and 95% of its revenue is from replacement demand which helped maintain consistent cash flow to the company. The company will continuously focus on adding the capacity and increasing the market share in the future. The company will add 1,20,000 MT addition in next 3 years. It is a virtually debt free company. The company has a net cash of Rs. 864 Cr. Investment Argument Due to the global slowdown, the demand for construction material including cement may reduce. Also, the company’s business verticals are oriented towards infra development, reduction in the economy’s capex may be a risk in the future. The fall in the commodity price may force many mining companies to decrease or stop its operations which will inevitably impact the AIA Engineering. Risk FY CMP Sales OPM EPS PE BVPS PBV EV/Sales ROE Financials 1009.35 2053.16 29.77 44.98 23.66 220.94 4.57 4.21 18.58 201603 1009.35 2107.75 27.74 45.69 22.09 220.95 4.56 4.15 20.68 201503

6. Wonderla Holiday Wonderla Holidays Limited operates two amusement parks in Bangalore and Kochi under the brand name Wonderla. The amusement park in Kochi is located at 15 km from the city and has 59 amusement rides. The amusement park is spread over 30 acres of land. The Bangalore amusement park is located on the Bangalore-Mysore road. It is spread over 872 acres of the land and has 60 rides. The Wonderla Bangalore also has a resort located inside the amusement park. Investment Rationale About It has an operating margin of around 40%. It is virtually debt free company with ROE of around 24% in last three years. In 2014, the company raises approx. Rs 180 crore via IPO for its Hyderabad amusement park. The Hyderabad park will has a capacity of 9,000-10,000 footfall in a single day. A high entry barrier due to huge capital investment and a limited number of large amusement parks in India, coupled with favorable demographics and rising discretional spend augurs well for the company. Investment Argument The amusement park business is seasonal as kids are the major driver of amusement parks, school vacations around Diwali, Christmas and summer attract major crowds to amusement parks. Besides, the company has to add the new rides to keep the interest of the people which is capital intensive. Poor weather conditions adversely impact the business. Risk CMP Sales OPM EPS PE BVPS PBV EV/Sales ROE FY Financials 201603 394.35 205.36 41 10.59 37.24 71.33 5.53 10.32 14.8 201503 394.35 181.87 44 9.19 42.91 63.08 6.25 11.20 14.20

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