Balmer Lawrie & Company Ltd.

Market Capital

₹2,216 Cr.

P/E

12.90

Share Price

₹ 129.7 2.55 (2.01%)

Quick View

₹ 129.7 2.55 (2.01%)

Company Timeline

Forensics

ROE

ROE has decreased vs 10 year trend

Other Income

Other Income is not affecting ratios of the company

Capex vs ROCE

ROCE of the company has decreased even without significant capex

Depreciation Effect

Company is depreciating a lower percentage of assets. This is contributing to an increase in Net Profit

Pledge

Promoters have not pledged a significant portion of their holding

Debt

Company should not have issues servicing its debt

Current vs Historic Valuation

Company is trading at a discount to 3yr historic valuations

Working Capital

Working Capital of the company seems to be under control

Revenue Recognition

Company is converting accounting profit to cash

Share price

Share price has increased over last 10 years but more due to rerating

Contingent Liabilities

Company does not have significant contingent liabilities

Promoter Holding

Promoter has not sold any shares in the last 90 days

Retail Holding

Retail has been selling the stock which is usually a good time to buy

ROE

Latest

8.49%

3yr Average

8.64%

5yr Average

10.06%

Net Profit Margin

Latest

6.56%

3yr Average

8.06%

5yr Average

8.99%

ROCE

Latest

7.83%

3yr Average

8.44%

5yr Average

10.93%

Debt to Equity

Latest

0.06

3yr Average

0.06

5yr Average

0.05

Market Share

34% (as of Mar 21)

Capacity Steel Drums Market Share

Source

Revenue mix

Product Wise Break-Up

Source

Latest

Historic

Operating Profit Break-Up

Source

Latest

Historic

Raw Material Break-Up

Source

Latest

Historic

Operational Metrics

Management Compensation as a % of Sales (%)

Peer Comparison

Peer Name	Market Cap.
The Great Eastern Shipping Company Ltd.	9813
Forbes & Company Ltd.	771
Arshiya Ltd.	153
Shreyas Shipping & Logistics Ltd.	707
Balmer Lawrie & Company Ltd.	2216
Future Enterprises Ltd.	30
Mercator Ltd.	25
Mphasis Ltd.	38069
Patel Integrated Logistics Ltd.	86
Container Corporation Of India Ltd.	40643
Agarwal Industrial Corporation Ltd.	896
Sindhu Trade Links Ltd.	3213
Balmer Lawrie Investments Ltd.	898
Allcargo Logistics Ltd.	6862
Adani Ports and Special Economic Zone Ltd.	159073
Snowman Logistics Ltd.	634
Dixon Technologies (India) Ltd.	23612
Mahindra Logistics Ltd.	2628
Future Supply Chain Solutions Ltd.	49
Essar Shipping Ltd.	189
Navkar Corporation Ltd.	853
Coffee Day Enterprises Ltd.	778
Maheshwari Logistics Ltd.	234
Ritco Logistics Ltd.	427
Tiger Logistics (India) Ltd.	388
Orissa Bengal Carrier Ltd.	111
Accuracy Shipping Ltd.	161
Seacoast Shipping Services Ltd.	117
DJ Mediaprint & Logistics Ltd.	183
Destiny Logistics & Infra Ltd.	54
Delhivery Ltd.	25575
Quality RO Industries Ltd.	18
Cargosol Logistics Ltd.	42
Amiable Logistics (India) Ltd.	15
Cargotrans Maritime Ltd.	34

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Kirloskar Industries Ltd.	2626
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Max Financial Services Ltd.	24058
Grasim Industries Ltd.	112526
Oswal Agro Mills Ltd.	427
Reliance Industries Ltd.	1661046
Prime Securities Ltd.	379
AMJ Land Holdings Ltd.	101
Thomas Cook (India) Ltd.	3170
Ashok Leyland Ltd.	42926
Larsen & Toubro Ltd.	314181
Mahindra & Mahindra Ltd.	166763
Tata Motors Ltd.	177945
Industrial & Prudential Investment Company Ltd.	356
Svaraj Trading & Agencies Ltd.	9
Dolat Algotech Ltd.	763
Algoquant Fintech Ltd.	458
Tainwala Chemicals & Plastics (India) Ltd.	111
LKP Finance Ltd.	99
Ruchi Infrastructure Ltd.	181
Hindustan Composites Ltd.	472
Crest Ventures Ltd.	532
Avonmore Capital & Management Services Ltd.	163
Saraswati Commercial (India) Ltd.	252
Shardul Securities Ltd.	157
Apollo Finvest (India) Ltd.	194
Sundaram-Clayton Ltd.	8726
Balmer Lawrie & Company Ltd.	2216
Maha Rashtra Apex Corporation Ltd.	143
JM Financial Ltd.	6839
Ritesh Properties & Industries Ltd.	1147
The Investment Trust of India Ltd.	480
Genus Power Infrastructures Ltd.	2526
Alankit Ltd.	200
Ekansh Concepts Ltd.	121
Almondz Global Securities Ltd.	192
Coral India Finance & Housing Ltd.	131
Sindhu Trade Links Ltd.	3213
Nalwa Sons Investments Ltd.	1144
Geojit Financial Services Ltd.	1047
TVS Motor Company Ltd.	62015
PNB Gilts Ltd.	1135
PTC India Ltd.	3012
Jindal Photo Ltd.	379
IIFL Finance Ltd.	18033
Emkay Global Financial Services Ltd.	178
Inditrade Capital Ltd.	66
GeeCee Ventures Ltd.	306
Power Finance Corporation Ltd.	50280
Religare Enterprises Ltd.	5375
Oswal Greentech Ltd.	553
GKW Ltd.	332
Dhani Services Ltd.	2103
Nahar Capital And Financial Services Ltd.	455
Bajaj Auto Ltd.	132048
Adcon Capital Services Ltd.	54
BSE Ltd.	7737
Yaari Digital Integrated Services Ltd.	130
Mauria Udyog Ltd.	55
LTIMindtree Ltd.	147746
Career Point Ltd.	426
Welspun Investments and Commercials Ltd.	123
Bengal & Assam Company Ltd.	5386
Inventure Growth & Securities Ltd.	162
Kirloskar Oil Engines Ltd.	5925
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Hexa Tradex Ltd.	809
360 One Wam Ltd.	14971
Coffee Day Enterprises Ltd.	778
Authum Investment & Infrastructure Ltd.	4817
Mangalam Industrial Finance Ltd.	270
RSD Finance Ltd.	101
Aarnav Fashions Ltd.	150
Intellect Design Arena Ltd.	8088
TruCap Finance Ltd.	536
Galactico Corporate Services Ltd.	102
Railtel Corporation Of India Ltd.	3785
PB Fintech Ltd.	26685
Abans Holdings Ltd.	1393
Radiant Cash Management Services Ltd.	992
KFin Technologies Ltd.	5579
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Peer Name	Market Cap.
EPL Ltd.	6372
AGI Greenpac Ltd.	3806
EIH Ltd.	13436
Kanpur Plastipack Ltd.	222
Huhtamaki India Ltd.	2173
Supreme Industries Ltd.	35844
Oricon Enterprises Ltd.	364
Pitti Engineering Ltd.	1152
NR Agarwal Industries Ltd.	482
TCPL Packaging Ltd.	1341
Balmer Lawrie & Company Ltd.	2216
Andrew Yule & Company Ltd.	1089
Bilcare Ltd.	112
Balmer Lawrie Investments Ltd.	898
Time Technoplast Ltd.	2389
Manaksia Ltd.	1149
Sicagen India Ltd.	199
Emmbi Industries Ltd.	157
Gala Global Products Ltd.	43
Max Ventures And Industries Ltd.	2929
Bigbloc Construction Ltd.	1187
Uma Converter Ltd.	64
Sabar Flex India Ltd.	21
Rex Sealing and Packing Industries Ltd.	28

Peer Name	Market Cap.
Asian Hotels (North) Ltd.	349
HLV Ltd.	764
International Travel House Ltd.	244
Thomas Cook (India) Ltd.	3170
EIH Ltd.	13436
The Indian Hotels Company Ltd.	56198
Unitech Ltd.	364
Graviss Hospitality Ltd.	243
Sinclairs Hotels Ltd.	328
EIH Associated Hotels Ltd.	1508
Balmer Lawrie & Company Ltd.	2216
Sayaji Hotels Ltd.	596
Country Club Hospitality & Holidays Ltd.	115
Nicco Parks & Resorts Ltd.	691
Praveg Ltd.	1022
India Tourism Development Corporation Ltd.	2785
Balmer Lawrie Investments Ltd.	898
Royal Orchid Hotels Ltd.	934
Delta Corp Ltd.	6480
Mahindra Holidays & Resorts India Ltd.	6178
Indian Railway Catering And Tourism Corporation Ltd.	51640
Coffee Day Enterprises Ltd.	778
Paul Merchants Ltd.	134
Easy Trip Planners Ltd.	7925
Dreamfolks Services Ltd.	3043
Sailani Tours N Travels Ltd.	15
Sula Vineyards Ltd.	3639
Nexus Select Trust	0

Peer Name	Market Cap.
Cummins India Ltd.	48545
Castrol India Ltd.	11335
Rane Holdings Ltd.	1348
Balmer Lawrie & Company Ltd.	2216
Sindhu Trade Links Ltd.	3213
Balmer Lawrie Investments Ltd.	898
GP Petroleums Ltd.	187
Tide Water Oil Company (India) Ltd.	1516
Coal India Ltd.	142297
The Yamuna Syndicate Ltd.	361
Gulf Oil Lubricants India Ltd.	2249
Maximus International Ltd.	204

Suppliers

Also Supplies To
Adani Wilmar Ltd.
Apollo Tyres Ltd.
Balmer Lawrie & Company Ltd.
Ceat Ltd.
Colgate-Palmolive (India) Ltd.
Continental AG
Dabur India Ltd.
Hindustan Petroleum Corporation Ltd.
Huntsman Corporation
Indian Oil Corporation Ltd.
Kemin Industries
Lanxess India Pvt Ltd.
MRF Ltd.
Michelin
S H KELKAR AND COMPANY Ltd.

Customers

Company Filing

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Discussions & Analysis

Balmer Lawrie & Company Ltd.

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