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November 25, 2007

Jyothy Laboratories IPO – Open for subscription

Jyothy Laboratories IPO opened for subscription on Thursday. The share with face value of Rs 5 each is offered at a price band between Rs 620 and Rs 690 per equity share. After lacklustre first day, second day collection was 0.03 times.

Details:

Jyothi Laboratories Limited IPO Information:

Public Issue Open

22-27 Nov 2007

Public Issue Type

100% Book Building

Public Issue Size

4,430,260 shares

Listing At

BSE, NSE

Face Value

Rs. 5

Public Issue Price

Rs. 620/- to Rs. 690/-

Market Lot

10 Shares

  

Lead Manager(s)

Kotak Mahindra

Enam Financial

Registrar

Intime Spectrum Registry Ltd

As per India Infoline, Jyothy Labs well placed for healthy growth. As per India Infoline report:

Jyothy Laboratories (JLL) is an FMCG company making a range of branded products, including fabric whiteners, mosquito repellents, dish-washing soaps, soaps and incense. Its key brands are Ujala, Maxo, Exo, Jeeva and Maya.

Investment summary

* Ujala is a well-known brand of fabric whitener, with dominant market share of approximately 72% in the category

* Local presence and wide distribution reach

* Targets the rural market

* Entering into new joint-venture initiatives

Risks and concerns

* Heavily depend on two biggest brands, Ujala and Maxo which contribute 43.6% and 35.4% of its total sales respectively (as on 30 June 2007).

* Dependence on outsourced production through third parties. Any disputes or disagreements may affect their business.

* The company is susceptible to seasonal variations in demand for its products.

Valuations attractive in comparison to the peer group

At the issue price of Rs 620-690, JLL commands an inexpensive P/E (on relative basis) of 18.6x-20.7x based on FY07 EPS of Rs 33.3. The price/book ratio of 3.4x at Rs 690 is also at steep discount to peers. The company is well-placed for healthy growth, given its well-established brand equity, leadership in the fabric whitener segment and strategic alliances. We recommend to Subscribe in the issue.

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