Tuesday 18 April 2017

GP Petroleums Ltd ...... Upcoming Oil Conglomerate



Today I am expressing my view on GP Petroleums Ltd .. An upcoming Popular Lubricant Oil Brand manufacturer

Company


GP Petro earlier named as Sah Petroleum Ltd. GP Petroleums Ltd is a listed entity and a leading lubricant player, specializes in industrial & automotive lubricants, process oils, transformer oils, greases and other specialties under the brand name IPOL in India and overseas market. It is part of Gulf Petrochem, a global conglomerate operating in the oil space, driving international growth with an excellent suite of development projects spread across different continents with firmly established strategic business units (SBUs); Trading (Bitumen, Base Oil , Fuel Oil & Feedstocks, Distillates, Naphtha, Coal, Petcoke, Petrochemicals), Refining, Bunkering, Oil Storage, Shipping & Logistics, Lubes & Greases Mfg. and many others.

Clientele

GP has spectrum of clients in automobile, tyre, heavy machinery sectors such as MRF, CEAT, APOLLO, GOOD YEAR, JK TYRES, BRIDGESTONE, TATA MOTORS, TVS, M&M, TAFE, FIAT, HERO MOTOCORP, ACE, ESCORT, EICHER MOTORS, RAYMONDS, TATA STEEL, BAJAJ, GODREJ and many more.

Prospects
 
GP has done strategic tie up with the largest spanish lubricant manufacturer REPSOL in 2015. Under this agreement GP solely manufactures and markets the Brand REPSOL in India. REPSOL is one of the most popular lubricant brand in world especially in two wheeler and sports car segment. India is having 33% of the worlds two wheeler market of the world. Recently GP has launched REPSOL brand passenger car engine oil also. Considering the scenario GP has potential to become the largest Indian Lubricant Supplier. 
 
Outlook

Promotors hold 72.27% of stack. In last qtr Promotors raise its stack marginally. Moreover topline and bottom line of last nine month 352 cr and 14.43 cr respectively in comparision of FY16 whole year of 422 cr and 13.59 cr. It clearly shows GP is own fast growth lane and due to the tie up with REPSOL sky is the limit for GP. The stock is listed in both BSE and NSE and CMP is 92.9

Disc: I am share holder of GP Petroleums Ltd.

NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

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11 comments:

  1. Anonymous19 April 2017 at 10:18

    i am holding this share..... good updates

    ReplyDelete
  2. Anonymous21 April 2017 at 08:54

    sir, when you comapre this share with Kesar terminal then one can see the big difference in profit margin, what could be the reason for this? both of them are in terminal storage business..

    ReplyDelete
  3. valuepick gems22 April 2017 at 10:03

    Study both the stocks properly my friend. Don't compare Peter with Paul !!! GP is player of Oil Lubricant sector where as Kesar is in the field of Terminal and Logistic. How can you compare both.

    ReplyDelete
    Replies
    1. Anonymous22 April 2017 at 20:14

      Sir, Gulf petrochem is in oil storage. they own tanks for storing oil. please google Gulf Petrochem - Fujairah

      Delete
    2. valuepick gems23 April 2017 at 17:17

      We are discussing GP Petro. It has nothing to do with terminal business of gulf petrochem. Only that both have same mother company. Pls understand GP petro and Gulf petrochem both are seperate companies. Gulf petrochem is holding company of GP

      Delete
    3. Anonymous23 April 2017 at 18:16

      Thanks Sir

      Delete
    4. valuepick gems23 April 2017 at 20:04

      We are discussing GP Petro. It has nothing to do with terminal business of gulf petrochem. Only that both have same mother company. Pls understand GP petro and Gulf petrochem both are seperate companies. Gulf petrochem is holding company of GP

      Delete
  4. Unknown26 April 2017 at 13:26

    Dear Sir,
    Could you please give any indication of the price which you expect over a period of two years, or what kind of growth you expect in bottomline over the newxt two years. This will be very helpful for a novice investor like me.
    Regards,
    Rex Dsouza

    ReplyDelete
    Replies
    1. valuepick gems28 April 2017 at 17:38

      Though i am very optimistic about future growth, Will update after having FY16-17 full year result.

      Delete
  5. Unknown27 April 2017 at 07:56

    What about JBM Auto and Allahabad Bank
    Merctor Ltd, JSL Hiser

    Kindly Suggest 2 good companies

    ReplyDelete
    Replies
    1. valuepick gems28 April 2017 at 17:39

      Tracking only merctor Ltd and Hisar Metal. Both are good for long term

      Delete

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