COSMO FILMS LIMITED

Company Brief
Cosmo Films Ltd. (CFL) was incorporated in ‘76 by Mr. Ashok Jaipuria to manufacture BOPP (Bi-axially oriented polypropylene) films, which find application in the consumer products industry for packaging, lamination and for other industrial applications (capacitors & adhesive tapes). Over the years CFL has evolved from being a small player to one of the leading manufacturers of BOPP films and also supplies niche products like metallised, thermal laminated & other specialty films. The company has outlined a capex of Rs 2 bn to be executed in 2 phases
over the next 2 years, which entails setting up 2 BOPP lines of 35k tpa each as well as augment its metallising and Thermal lamination capacity to 9.6k tpa and 25k tpa resp.
CFL operates out of 2 locations viz. Aurangabad (Maharashtra) and Baroda (Gujarat) with an installed capacity of 78k tpa. The company is a major player in the domestic markets (~22%-23% market share) and also caters to the North American, European & UK markets. The proximity of manufacturing facilities to ports viz. Mumbai and Kandla is particularly advantageous while exporting.

Annual Reports
Annual Report FY08

Equity Research Reports
PINC Research - Sep 11, 2008

REPRO INDIA LIMITED

Company Brief

Repro India is one of the few integrated end-to-end printing service providers based out of India. Its print services range from creative and designing, sourcing and procurement, printing and production, warehousing, assembly and despatch to customer promotions. Its clients include publishing houses, corporates, software companies etc. both in the domestic and export market.
The company has developed its segments and products in such a fashion that it caters to the needs of the three major user groups i.e. publishing houses, corporates and software companies. Some of its clients in USA, UK, Africa and India include publishing houses such as Alligator Books Limited, Heinneman Educational Books (Nigeria) Plc., Modern Publishing Inc., Orient Longman Private Limited, Oxford University Press; software companies such as Microsoft, IBM Global Services, Sun Microsystems India Private Limited; and corporates such as Tata Steel Limited, Tata Consultancy Services Limited, Satyam Computer Services Limited, Wipro Limited, Nokia, etc.

Products and services for the publishing industry

• Publishing - educational and learning books, children retail books (range of formats), aper backs, catalogues, calendars and stationery
• Magazines, broadsheets etc.

Products and services for the corporate clients

• Shareholder Relationship Management programmes
• Customer Relationship Management programmes

Products and services for clients in the IT industry

• Packaged software
• Educational manuals

Annual Reports
Annual Report FY08
Annual Report FY07
Annual Report FY06
Annual Report FY05

Equity Research Reports
LKP Shares - Sep 12, 2008