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Godfrey Phillips India Ltd. Stock Analysis

Small Cap
Evaluated by 1461 users | BSE: 500163 | NSE: GODFRYPHLP |
Cigarettes/Tobacco
Godfrey Phillips India (GPIL) is the second largest player in the Indian cigarette industry. Incorporated in 1936, the company has diversified into others businesses such as confectionary, tea, cosmetics and retailing.The company has a wide network of over 500 distributors and 800,000...

Analysis of Financial Track Record

Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Godfrey Phillips India Ltd. has performed well in some of the past ten years indicating its past ten year financial track record is somewhat good
Value Creation
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Return on Capital Employed 18.23%17.84%13.26%15.6%12.06%10.03%6.85%7.01%11.17%17.32%
Growth Parameters
Growth Parameters Colour Code Guide
Net Sales (Rs. Cr.) 1,6311,9122,0962,4782,5862,3252,3862,3122,4772,853
Y-o-Y Gr. Rt.-17.2%9.7%18.2%4.4%-10.1%2.6%-3.1%7.2%15.2%
Adjusted EPS (Rs.) 29.6734.6129.4837.3531.8829.621.2922.6939.3262.72
Y-o-Y Gr. Rt.-16.7%-14.8%26.7%-14.7%-7.2%-28.1%6.6%73.3%59.5%
Book Value per Share (Rs.) 151.53177.12200.35223.81248.61290.35306.16328.36364.71396.36
Adjusted Net Profit 154180153194166154111118204326
Net Op. Cash Flow (Rs. Cr.) 25120618429063.1326248514352377
Debt to Cash Flow from Ops 0.91.61.650.824.380.40.290.050.120.03
Standalone financials take only the parent company into account while consolidated financials take into account financials of the parent company as well as of all its subsidiaries. In most companies consolidated financials should be used for analysis.
Godfrey Phillips India Ltd. should be analysed on a Standalone basis
CAGR
CAGR Colour Code Guide
  9 yrs 5 yrs 3 yrs 1 yr
Net Sales 6.4%2%6.1%15.2%
Adjusted EPS 8.7%14.5%43.4%59.5%
Book Value per Share 11.39.898.7
Share Price 2.9% -1% -3.8% -17.8%
Key Financial Parameter
Performance Ratio Colour Code Guide
 Mar'11Mar'12Mar'13Mar'14Mar'15Mar'16Mar'17Mar'18Mar'19Mar'20
Return on Equity (%) 21.1821.0315.6217.6113.510.987.147.1511.3516.48
Operating Profit Margin (%) 16.6918.115.5116.0313.9314.0310.5611.2415.9820.77
Net Profit Margin (%) 9.469.417.317.846.416.624.645.18.2511.43
Debt to Equity 0.290.360.290.210.210.090.050.020.020.01
Working Capital Days 615966677380739910497
Cash Conversion Cycle 1182426384235483931
Entity Percentage Holding
Promoters 72.28%
Institutions 13.52%
Non-Institutions 14.20%
Pledged *0.000.000.000.000.000.000.000.000.000.00
* Pledged shares as % of Promoter's holding (%)

MoneyWorks4Me analysed the past 10-year performance of Godfrey Phillips India Ltd. and arrived at the following conclusion:

Past 10 year's financial track record indicates that Godfrey Phillips India Ltd. is a average quality company. However, for specific investment actions please connect with your investment advisor.

The 5-year analysis of Godfrey Phillips India Ltd.'s performance infers:

Godfrey Phillips India Ltd. earnings have grown by 14.5%, whereas share price has depreciated -1% CAGR over the past five years, indicating the company's share price is likely undervalued. However, for specific investment actions please connect with your investment advisor.

We analysed the performance of Godfrey Phillips India Ltd. share prices over the last 10 years. Here is what we found out:

Godfrey Phillips India Ltd. share price has depreciated 10.2% annually over the past ten years.

Godfrey Phillips India (GPIL) is the second largest player in the Indian cigarette industry. Incorporated in 1936, the company has diversified into others businesses such as confectionary, tea, cosmetics and retailing.

The company has a wide network of over 500 distributors and 800,000 retail outlets. Headquarter in Delhi; the company has offices in over 8 locations in Read More

Godfrey Phillips India (GPIL) is the second largest player in the Indian cigarette industry. Incorporated in 1936, the company has diversified into others businesses such as confectionary, tea, cosmetics and retailing.

The company has a wide network of over 500 distributors and 800,000 retail outlets. Headquarter in Delhi; the company has offices in over 8 locations in India.

The company is exclusive distributor of the brands manufactured by Altadis in India, Nepal and Sri Lanka. Altadis is world’s largest cigar manufacturer and owns brands like Farias, Fleur de Savane, Phillies, Dutch Master, VegaFina, Pleiades, Don Diego, Antonioy Cleopatra, Santa Damiana, Meccarillos, Cruzeros, Montecristo, Partagás, Cohiba, La Gloria Cubana, H. Upmann, Picaduros, Ducados Mini, and many more.

In India the company operates two manufacturing facilities located in Ghaziabad (near Delhi) and Andheri (Mumbai). These facilities have received ISO 9001:2000 and ISO 14000 certifications for maintaining international quality standards.

The company partners with various players in tobacco industry and provides expertise services such as contract manufacturing, consultancy services, cut tobacco and smoke analysis. Currently it has presence in Middle East, West Africa, South East Africa and South East Asia.

Business

Cigarette- Godfrey Phillips India’s core business is manufacturing cigarette. Under this division has created brands like Four Square, Red and White, Jaisalmer, Cavanders and Tipper. Company has also initiative in developing products such as Stellar, the first slim cigarette and I-gen, the first euro norm cigarette in India.

Other businesses- Godfrey Phillips India also has business interest in area like confectionary, tea, cosmetics and retailing. It has created brands like Funda mint (confectionary), Tea City, ColorBar (cosmetics) and 24x7 a retail store located in Delhi providing wide range products such as packaged foods and beverages, personal and home care items, has a pharmacy and many more.

Awards

  • Godfrey Phillips India, Guldhar Factory won Gold Award at 12th Greentech Safety Award, in 2011 and 2012
  • Godfrey Phillips India, Andheri Factory won Gold Award at 12th Greentech Safety Award, 2012
  • Godfrey Phillips India Andheri Factory was awarded with ""Special Commendation"" for the Golden Peacock Award for Occupational Health & Safety and Gold Award for Outstanding Achievement in Environment Management, Greentech Environment Awards, for the year 2011
  • Godfrey Phillips India Guldhar Factory was awarded the ‘Greentech Foundation Gold Award’ in 2010 and 2011 for Outstanding Achievement in Environment Management. These awards are the most coveted awards in the corporate world for outstanding achievements in the field of Environment Management.
  • The Indian National Suggestion Scheme Association (INSSAN) presented awards to Andheri factory, Mumbai team for its best suggestions/ideas during the various conventions held on different topics and places for a record 15th consecutive year in a row in 2011.
  • Godfrey Phillips India won Golden Peacock Award 2007 for excellence in Product Innovation category for Four Square.
  • Company’s brand Tipper won Golden Peacock Award for the best product innovation in the year 2006.
  • Company was awarded at Indian National Suggestion Schemes' Association (INSAAN) awards to its Andheri Plant for its best suggestions/ideas during the various convention held on different topics and places.

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323
Research Analyst - INH000000719

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