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HOME   >  CORPORATE INFO >  MANAGEMENT DISCUSSION
Management Discussion      
Sakuma Exports Ltd.
BSE Code 532713
ISIN Demat INE190H01024
Book Value 3.21
NSE Code SAKUMA
Dividend Yield % 0.00
Market Cap 4530.71
P/E 51.58
EPS 0.06
Face Value 1  
Year End: March 2015
 

MANAGEMENT DISCUSSION & ANALYSIS REPORT

(A) Industry Overview and Future Outlook:

Most of the global economics are reeling under economic brssure including some of them facing serious liquidity crunch & sovereign brssure. This has adversely affected global trade. Even countries like China which achieved robust growth in the last few decades are now having declining trend in growth.

With declining trend in Agri Commodities prices, export of agri commodities bound to be under brssure & international traders have to work-out innovative strategies for survival & growth which can be achieved by diversifying product range and venturing into new markets particularly un-tapped African markets.

The Company has been on the right track, not only it has strengthened it's market network more so in African countries but started new activities having synergy with existing activities. One of the step has been to import of edible oils which started last year and grew significantly in the current year. We expect significant growth in this activity in the current year.

Recent data about 3 major economies namely U.S., Germany & Japan indicate improvement in their growth which will help revive international trade and generate fresh demand.

Recently upturn in Cotton prices are seen which would help Company to regain it's market share in cotton exports. With the above steps, the Company is expected to scale new heights in top and bottom lines in the years to come.

(B) Risk and Risk Management:

1. Foreign Exchange Risk

The Company is exposed to risk from market fluctuations of Foreign Exchange. We try to minimize the risk of foreign exchange fluctuation by entering into forward contracts immediately on booking the export orders.

2. Commodity Price Risk

To take care of commodities price risk, export orders are immediately tied up with suppliers for procurement. However, this risk cannot be eliminated in case of imports because there is a time lag between the date of placing order and receiving delivery. Though, for the sake of economy, size of import contracts are somewhat big we minimize the risk and back to back tie up to the extent possible with local buyers.

3. Risk elements in business transactions

The buyers and suppliers are selected after due diligence. Advance of 10-20% from overseas buyers, irrevocable letters of credit, payment at sight documents, ECGC cover, etc. are obtained, wherever considered necessary. As regards imports we obtain advances of 5-10% advances from our buyers in India. Regarding domestic trade delivery is released on receipt of full payment.

4. Physical risks to cargo

All our warehouses are adequately insured. For imports on CIF basis the supplier obtains insurance cover and for import on C& F basis insurance cover is obtained by the Company. For export shipments made on C&F basis, insurance is covered by the buyer and in case of orders on CIF basis, insurance is obtained by the Company. Warehouse to Warehouse insurance cover is obtained for domestic trade. Similarly for oil imports we obtain insurance policies to cover oil storage tanks.

(C) Internal Controls and their adequacy

The Company has well, structured internal control mechanisms and internal Audit department is headed by a senior executive which reviews all transactions independently on continuous basis. Internal audit department regularly briefs the management and necessary steps are taken wherever, necessary. Besides the Company has retained outside audit firm to conduct Internal Audit on continuous basis.

(D) Quality Control

The Company maintains high standards of quality. For exports before shipment and for imports on receipt of shipment the cargo is tested for quality by company's field staff, brokers' rebrsentatives and by reputed quality resting, S G S India,

Geo Chem Laboratories, Caleb Bret etc, Our field staff are well trained and have been provided with necessary testing equipments viz., moisture testing machine, electronic weight machines, scales, caliper and any other instruments to test various commodities. Services of recognized reputed laboratories are also hired whenever necessary. This has enabled the Company to earn reputation, attract and retain clients.

(E) Human Resource / Industrial Relations

The Company provides a challenging, open and professional satisfying work environment to its employees. Necessary steps are taken for boosting their motivation and active involvement in the organization. The Company also encourages its employees to continuously upgrade and improve their skills and qualifications.

(F) Material Financial and Commercial Transactions

There are no material financial and commercial transactions.  

Cautionary Statement:

This section contains forward-looking statements, which may be identified by their use of words, like 'plans', 'expects', 'wills', 'anticipates', 'believes', 'intends', 'projects', 'estimates', or other words of similar meaning. All statements that address expectations or projections about the future, including but not limited to statements about the company's strategy for growth, product development, market position, expenditures and financial results are forward-looking statements. Forward-Looking statements are based on certain assumptions and expectations of future events. The Company cannot guarantee that these assumptions are accurate or will be realized. The Company's actual results, performance or achievements could thus differ materially from those projected in any such forward looking statements. The company assumes no responsibility to publicly amend, modify or revise any forward looking statements, on the basis of any subsequent developments, information or events.

For and on behalf of the Board of Directors

Sd/- Saurabh Malhotra  

Managing Director

Place : Mumbai.

Date: 15th May, 2015

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