January 24, 2011

Cadbury - " Quit India "

Indian investors are World 's Best .
( China is more of hype  China is hidden behind a " bamboo curtain " whereas India is transparent . China does not hold census and thus all economic stats like Per Capita Income etc. are glorified speculations )

It is a matter of great pride for us Indians that East India Company , the joint stock company which once  ruled India and other parts of Asia and Africa , is now owned by an Indian .

http://www.deccanherald.com/content/52595/an-indian-now-owns-east.html

If East India Company can be owned by Indians so can be Cadbury India Limited.

Indians can buy out Kraft Foods 's shares at the " FAIR " value being worked out by Cadbury itself.
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If the Company feels that the rate it is offering is " FAIR " then it should , also , be willing to offer to sell its entire majority  holding at that rate . The minority share holders ( and other Indian share holders ) should have a Right of Pre emption at that " FAIR " rate. For example if Cadbury India Limited feels that Rs.2000 is a " fair rate " then Indian shareholders in general should be given an opportunity to form a SPV ( Special Purpose Vehicle ) Company which ( with suitable debt equity Leveraged Buy out ) and buy  at the same rate  the majority shares from the Promoters. A period of 6 months should be kept for giving this opportunity to Non Promoter Indian shareholders

However , we  sincerely wish that Cadbury India Limited offers its remaining loyal share holders " Kuchh Meetha " and in New Year 's " Shubh Arambh " withdraws this move

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http://www.suchetadalal.com/?id=175202d7-a5ce-be2f-492fe1477460&base=sub_sections_content&f&t=Essar%27s+Delisted+Saga

http://seekingalpha.com/news-article/1520805-cadbury-kraft-india-one-of-fastest-growing-operations-for-kraft-globally

http://rareindianshares.blogspot.com/2011/01/cadbury-india-limited.html

http://www.rareindianshares.info/2011/09/cadbury-india-limited-annual-report.html

http://www.rareindianshares.info/2012/03/cadbury-india-doing-vewry-well-link-to.html

http://altaisadvisors.com/blog/2012/07/08/cadbury-india/comment-page-1/#comment-1517

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http://www.moneycontrol.com/news/business/why-didn39t-you-give-fin-projections-to-ey-hc-asks-cadbury_562074.html

http://www.gauravblog.com/?p=1277

http://www.kraftfoodscompany.com/in/en/Brands/index.aspx


There are around 8,159 remaining non promoter shareholders who together own 2.42% stake in Cadbury India.

http://www.rareindianshares.info/2012/11/cadbury-india-faces-tax-evasion.html

http://www.rareindianshares.info/2012/11/cadbury-india-or-mondelez-international.html
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http://www.rareindianshares.info/2013/02/cadbury-india-excellent-prospects.html

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http://economictimes.indiatimes.com/personal-finance/savings-centre/analysis/small-equity-investor-how-to-safeguard-your-interests/articleshow/21742266.cms?curpg=3General Warning : Investment in Shares Can be Injurious to Your WEALTH

Disclosure : The Blog writer in his / family names has  holdings in this Company. So please make suitable " provisions " for any vested interest.

NB :All information given in good faith. Please recheck every point before taking any investment decision. No responsibility with this blog / blog writer.

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Cadbury India - Excellent 2011 Results

For the year ended 31-12-2011

Sales 3488 Cr.
Gross Profit - 448 Cr.
Net Profit - 297 Cr.
EPS - Rs.95- 62 paise.
Dividend -Rs. 2 per share.

Share Capital - Rs.31 Cr.
Reserves- 991 Cr.

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Cadbury has EPS of Rs. 97 . Going by the Peer P E. of 40 of   Nestle India the current Value of one share of Cadbury India is Rs. 4000 Per Share

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