Some good companies for long term investors....

Some good companies for long term investors....
[Note: HBJ Capital do not hold stake in any of these companies]

Kalindee Rail – With the railways turning around Indian government is going to spend liberally on improving the rail infrastructure in next few years. Also rail sector is going to benefit from the high crude oil prices.

The company has good performance track record on metro projects which is the focus of many cities like Delhi, Mumbai, Calcutta. The company has a current order book of Rs 500 crore and expected to get Rs 10000 crore of orders in next few years. Do we need to say more...

Sayaji Hotels – A small player in restaurants, hotels business dreaming big(From one 3 star hotel, 15 restaurants now to 300 restaurants, five-six 3 star hotels planned in next three years) and having all the qualities to do it. Unique concept of barbeque on each table of the restaurant and superb customer services gives it an edge over rivals. I urge all the potential investors to visit their restaurant chain ‘Barbeque Nation’ at least once to see it themselves. Margins are high at 30% and financial performance is impressive.

ENIL – Radio is a powerful medium to reach out to people in India as TV is still out of pocket for many people. Till now the company has been in investment phase and doing very well by increasing the number of stations/cities covered at a fast rate. Ad rates are expected to remain strong and next 2-3 years will see a explosive growth in this sector.
ENIL or ‘Radio Mirchi’ is the undisputed leader of the FM space.The company’s outdoor advertising business is also growing at a very impressive rate.

Pyramid Symaira – Dreaming to be the biggest entertainment company of the world it already has 1000+ screens with revenues doubling every quarter last year. It is present in the entire value chain of entertainment business starting from production, special effects, distribution, exhibition, food and beverage etc. and all the geographies-US, UK, Australia, India, China.

The company tries to lease the old cinema halls and convert them into multiplexes rather then buying land thus reducing costs. They also plan to digitally distribute films in all the screens via satellite simultaneously and have launched innovative schemes like low cost monthly pass, personalized customer services like birthday reminders for regular customers.
Only concern is their over aggressive style of management which can be a boon if handled properly but a bane if not.