Moser Baer, headquartered in New Delhi, is one of India's leading technology companies. Established in 1983, the company successfully developed cutting edge technologies to become the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics.
Moser Baer has a presence in over 82 countries, serviced through six marketing offices in India, the US, Europe and Japan, and has strong tie-ups with all major global technology players.
Storage Media
Moser Baer India, the second largest manufacturers of optical media in the world, is a technology company focused on the preferred OEM for all 12 of the world's optical media manufacturers and commands a 16% development, manufacture and supply of optical media across the globe. The company is a global market share. With a strong R&D thrust, the company has been able to lead the technology curve in the optical media business.
Moser Baer's products are manufactured at its three state-of-the-art manufacturing facilities that adhere to the most stringent process and quality standards. The company employs over 7,500 people and has an annual production capacity of over 3 billion units.
Photovoltaics
Moser Baer Photo Voltaic (MBPV) was launched as a fully owned subsidiary of Moser Baer in 2005 with the primary objective of enabling reliable solar power as a competitive non-subsidised source of energy.
PV industry potential
Fuelled by the recent technological advancements, it is estimated that solar market would demonstrate a 43 per cent CAGR and is poised to achieve grid parity in the short to medium term. The current demand projections translate to a market value of $50-70 billion by 2010, according to certain estimates. The solar market has grown from $13 billion in 2005 to an
estimated $40 billion this year.
Demand from Europe — particularly Spain, Italy and Germany — has been strong. A key trend in the solar energy sector is the diversification away from the top markets such as Germany and Japan. Spain and other European countries and the US are projected to drive demand through 2009; the growing demand in developing nations such as India and South Korea are expected
to further drive the market up.
Entertainment:
Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation.
IT Peripherals & Consumer Electronics:
Moser Baer has entered into IT Peripherals and Consumer Electronics. In IT Peripherals the product range comprises of USB drives, Memory Cards, DVD writers, PC Peripherals, TFT Monitors, UPS and External Hard Drives. In the Consumer Electronics arena, the company has come up with a product range with medium to hi-end positioning comprising of Ultra Advanced LCD TVs, DVD Players, Portable DVD Players, Digital Photo Frames, Media Players and Multimedia Speakers.
Recent News:
Moser Baer PhotoVoltaic (MBPV) plans to enter the US market and expand its presence in Europe by the end of the year. Europe is the major market where MBPV has a $350-400 million (Rs 1800-2,100 crore) business for three of its technologies — crystalline (best suited for cold climate), thin-film (appropriate for warm climate) and concentrator (for places getting direct sunlight). PhotoVoltaic (PV) contributes around 10-15 per cent to Moser Baer’s consolidated revenues and the PV industry is growing at 30 per cent Compound Annual Growth Rate (CAGR) annually.
Moser Baer Photovoltaic, a subsidiary of Moser Baer India Ltd., has secured a contract from roads and buildings department of Gujarat to set up one of India's largest roof-top solar photovoltaic installations in Surat.
Financials:
Moser Baer India has posted a net loss of Rs 25.65 crore for the quarter ended December 2008, against Rs 20.4 crore loss in the year-ago period, on the back of an increased interest charges.
Its standalone total income rose almost 25 per cent year-on-year to Rs 655.24 crore in October to December quarter FY09.
Year High : 85
Year Low : 41
CMP : 53
What Makes MoserBear Attractive:
Innovative Products to cater growth: Moser Baer recently acclaimed fame of being the first non-Japanese Company to innovate its own OSM blu-ray disc technology.
Huge Market Size: The size of the blank optical media market in India is over one billion discs per annum. CDR (Compact Disc-Recordable) is the predominant format accounting for about 80% of the OSM market in India. DVDR (Digital Video Disc-Recordable) has grown exponentially over the last year.
Moser Baer Photovoltaic Limited, a Wholly owned subsidiary of Moser Baer India, is in the business of photovoltaic (PV) cells and modules. MBPV is expected to emerge as a technology-driven PV equipment manufacturer in the world by implementing a capacity of 500 MW by FY 2010; through a mix of multiple technologies including crystalline silicon, concentration and thin films. The manufacturing facilities are housed in a SEZ dedicated for renewable energy at Greater Noida. MBPV is in the process of setting up India's largest grid connected solar farm in Rajasthan with an investment of around Rs 100 Crore.
Investor with 3-5 years view can buy this stock on dips for a decent return.
Fuelled by the recent technological advancements, it is estimated that solar market would demonstrate a 43 per cent CAGR and is poised to achieve grid parity in the short to medium term. The current demand projections translate to a market value of $50-70 billion by 2010, according to certain estimates. The solar market has grown from $13 billion in 2005 to an
estimated $40 billion this year.
Demand from Europe — particularly Spain, Italy and Germany — has been strong. A key trend in the solar energy sector is the diversification away from the top markets such as Germany and Japan. Spain and other European countries and the US are projected to drive demand through 2009; the growing demand in developing nations such as India and South Korea are expected
to further drive the market up.
Entertainment:
Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation.
IT Peripherals & Consumer Electronics:
Moser Baer has entered into IT Peripherals and Consumer Electronics. In IT Peripherals the product range comprises of USB drives, Memory Cards, DVD writers, PC Peripherals, TFT Monitors, UPS and External Hard Drives. In the Consumer Electronics arena, the company has come up with a product range with medium to hi-end positioning comprising of Ultra Advanced LCD TVs, DVD Players, Portable DVD Players, Digital Photo Frames, Media Players and Multimedia Speakers.
Recent News:
Moser Baer PhotoVoltaic (MBPV) plans to enter the US market and expand its presence in Europe by the end of the year. Europe is the major market where MBPV has a $350-400 million (Rs 1800-2,100 crore) business for three of its technologies — crystalline (best suited for cold climate), thin-film (appropriate for warm climate) and concentrator (for places getting direct sunlight). PhotoVoltaic (PV) contributes around 10-15 per cent to Moser Baer’s consolidated revenues and the PV industry is growing at 30 per cent Compound Annual Growth Rate (CAGR) annually.
Moser Baer Photovoltaic, a subsidiary of Moser Baer India Ltd., has secured a contract from roads and buildings department of Gujarat to set up one of India's largest roof-top solar photovoltaic installations in Surat.
Financials:
Moser Baer India has posted a net loss of Rs 25.65 crore for the quarter ended December 2008, against Rs 20.4 crore loss in the year-ago period, on the back of an increased interest charges.
Its standalone total income rose almost 25 per cent year-on-year to Rs 655.24 crore in October to December quarter FY09.
Year High : 85
Year Low : 41
CMP : 53
What Makes MoserBear Attractive:
Innovative Products to cater growth: Moser Baer recently acclaimed fame of being the first non-Japanese Company to innovate its own OSM blu-ray disc technology.
Huge Market Size: The size of the blank optical media market in India is over one billion discs per annum. CDR (Compact Disc-Recordable) is the predominant format accounting for about 80% of the OSM market in India. DVDR (Digital Video Disc-Recordable) has grown exponentially over the last year.
Moser Baer Photovoltaic Limited, a Wholly owned subsidiary of Moser Baer India, is in the business of photovoltaic (PV) cells and modules. MBPV is expected to emerge as a technology-driven PV equipment manufacturer in the world by implementing a capacity of 500 MW by FY 2010; through a mix of multiple technologies including crystalline silicon, concentration and thin films. The manufacturing facilities are housed in a SEZ dedicated for renewable energy at Greater Noida. MBPV is in the process of setting up India's largest grid connected solar farm in Rajasthan with an investment of around Rs 100 Crore.
Investor with 3-5 years view can buy this stock on dips for a decent return.
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