Stock Picks from Non-Elec. Utilities & Personal Products Industry

VA TECH WABAG | BSE CODE: 533269 | VOLUME: 21039 | CMP: Rs. 757

VA TECH WABAG is a leading MNCs company specialized in water and waste water management. It has presence in India, Middle East, North Africa, Central & Eastern Europe, China and South East Asia with access to over 100 patents. The company operates on an asset light EPC model, thereby manifesting a lean balance sheet. In FY15, the company’s consolidated sales up by 9 per cent and PAT marginally decline by 2.9 per cent to Rs 110 crore. Order Intake during FY15 amounted of Rs 2,977 crore. The company has an order backlog of Rs 6,844 crore including a framework contract of Rs 1,406 crore as on 31st March, 2015. The company has mega opportunities in India through 1.2 lakh crore of governments allocation towards smart cities (Rs 50,000 crore), Swacch Bharat (Rs 48,000 crore) and Namami Gange (Rs 20,000 crore).

Colgate-Palmolive India | BSE CODE: 500830 | VOLUME: 22,988 | CMP: Rs. 2003

Despite tough competitive environment in toothpaste category in India, Colgate-Palmolive India has dominant position in the oral care category with a market share (April, 2015) of 58 per cent in toothpaste and 42 per cent in toothbrush category. In FY15, the company’s topline increased by 11 per cent to Rs 3982 crore and operating profit increased by 24 per cent to Rs 822.24 crore due to operating margin increased by 210 bps to 20.6 per cent. The net profit has increased by just 4 per cent to Rs 559 crore due to extra ordinary income of Rs 64.38 crore in the corresponding period of last year. During the year, the company launched several new products: - Colgate Visible White Plus Shine, Colgate Sensitive Pro-Relief Enamel Repair, Colgate Sugar Acid Neutralizer, Colgate Slimsoft Charcoal toothbrush and Colgate Zig Zag black toothbrush.