Вы находитесь на странице: 1из 69

DSIJ Ltd.

101 A , 1st Floor Uttam House,


69 P.D'mello Road, Near Carnac
Bridge, Mumbai - 400 009, India.

Dear Sundar Narayanaswamy ,


This is your latest Dalal Street Investment Journal - English - Online copy . Below are your Subscription
details
Subscribed to - Dalal Street Investment Journal - English - Online
Subscription Expires on 11/7/2014
SubscriptionNo. : 1090191574
Address : 30/163, Vaniyan Lane, Punkunnam, Trichur, Kerala, PinCode 680002
Email :sunder.narayanaswamy@gmail.com
Cell No. : 09962048595
For more information on other products kindly log on to

http://www.DSIJ.in/

Happy Reading,
Subscription Team

Terms of Usage
DSIJ Ltd. provides this file to its subscribers as per the Terms & Conditions mentioned on the website.
Sharing of this file and subscriber ID is illegal and if found DSIJ Ltd. reserves the right, in its sole discretion, to
terminate your access to the DSIJ Web Site and the related services or any portion thereof at any time,
without notice. GENERAL To the maximum extent permitted by law, this agreement is governed by the laws of
the State of Maharashtra, India. and you hereby consent to the exclusive jurisdiction and venue of courts in
Mumbai, Maharashtra, India.

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Contents
10

Vol. 29 No. 24 Nov 3 - 16, 2014

Equity Market

Market View

p10

Recommendations
Choice Scrip

p11

Low Priced Scrip

p12

Hot Chips

p13

14

Analysis

DLF
Errant DLF Trying To Blur The Truth

22

Mutual Funds

Infocus
Childs Education: Sowing For A Good Harvest

56

p14

p22

The economy seems to be turning corner now and


grew at 5.7 per cent for the rst quarter of 2015,
highest in previous nine quarters. Autos, the early cycle
outperformer, have already run ahead of their nancial
performance. Is this a euphoria created by the overall
better sentiment in the economy or something materially
is changing on the surface, DSIJ explains what to expect
from the sector going forward....

Commodities

Brokers Blurb

p56

Special Report

p58

18

Special Report

Stocks That Trigger Sell-Offs

p18

Regulars

Miscellany
Query Board

p60

Editors Keyboard

p06

Reviews

p64

Company Index

p07

Our Call Tracker

P65

Inbox

P07

Kerbside

P66

Wassup/Trackpad

P08

DSIJ.in NOV 3 - 16, 2014

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

From The Editors Keyboard

PUTTING REFORMS INTO THE FAST LANE


be repealed and bills in this regard would be presented
during the next session of Parliament. More recently it
has de-controlled diesel price and raised the price of
natural gas by a third to USD 5.61 per mmbtu to
augment reform in oil & gas sector.
Regardless of the above initiatives a lot more ground
need to be covered by the government to improve
business environment in country. Some of the
important reforms that should be taken with priority
are to ease the land acquisition rules, raise FDI limits
in insurance and pension sector and early
introduction of goods and services tax.

here is deluge of positive news on India by foreign


institutions in last few months. After IMF, other
multi-lateral funding agency, World Bank has asserted
that Indias growth story has found a new wing after change in
regime at centre. The World Bank in its twice yearly report on the
Indian economy has affirmed that India is set to grow at 5.6 per
cent in the current fiscal that is likely to go up to 6.4 per cent in
FY16 and seven per cent in FY17. The same agency in a different
report on Ease of Doing Business points that India ranked 142
among the 189 countries surveyed, a drop of two places from last
year ranking. But I believe that this is not a concern for us for two
reasons. First is, though, Indias ranking has slipped by two places
our overall score has improved from 52.78 points in the previous
year to 53.97 points this year. The drop in Indias ranking from
last years 140 is mainly because other nations have performed
much better. The second and more important reason is the latest
ranking, does not take into account the slew of measures taken
by Modi Government to make India a business friendly
destination. Therefore, I believe it is highly likely that India will
significantly jump up the ladder in the next ease of doing
business report.
The factor that will really help India to move up and improve its
position in ease of doing business, is stepping up of reforms. The
government is already moving in the right direction as it has
already started to overhaul labour rules that include amendments
to the Apprentices Act 1961, Factories Act 1948, and Labour Laws
(exemption from furnishing returns and maintaining registers by
certain establishments) Act, 1988. Beside this government is
moving ahead with weeding out the archaic laws that have no
relevance anymore. Government has identified at least 323 Acts to

DSIJ.in NOV 3 - 16, 2014

The policy reforms are need of the hour that will help
India to push in newer orbit of growth. The recent
victory of BJP in Maharashtra and Haryana
unmistakably point towards acceptability of new
economic policies by the citizen of India and
government should continue and implement reforms at
a faster pace.
The recent decision by the finance minister Arun Jaitley in case
of black money, to reveal only those names in public where there
is prosecutable evidence, reiterates the governments
commitment towards complying with the international law.
Although, the Supreme Court have asked the government to
disclose names of all Indians who held foreign bank accounts, it
does not tars governments image internationally.
All these reforms process will help India to chart a better
economic growth trajectory going forward. One of the sectors
that had remained in doldrums due to slower pace of economic
growth in last few years is auto sector. The pickup in the economy
augurs well for the entire sector, however, the auto stocks have
already run up in anticipation of smooth ride ahead and right
stock selection will be the key to making money in auto stocks.
Our cover story details the performance of various segments and
what lies ahead for them along with our top picks in auto sector.
Breaking from our mould from recommending only buy, this
time we are carrying a special report on stocks that one should
avoid now, purely on technical basis.
It would be good to hear from you on how this issue has helped
you in making right investment decisions. Write to me on
comment@dsij.in.

V B PADODE
Editor-in-Chief

Personal Copy of Sundar Narayanaswamy

Vol. XXIX. No. 24 NOV 3 - 16, 2014

Founder & Editor-In-Chief:


V B Padode
Chief Executive Officer:
Deepak Jhangiani
Sr. Manager - Research:
Prasanna Bidkar
Sr. Assistant Editor:
Amit Bhanot
Research
Shashikant (Sr. Research Analyst)
Vivek Paratne (Sr. Research Analyst)
Abhijeet Gosavi (Research Analyst)
Karan Bhojwani (Research Analyst)
Correspondent: Nutan Gupta
Graphics: Vipin Bendale

Marketing & Advertising


Mumbai:
Farid Khan (AGM-Sales)
Bengaluru:
Taroon Kumar (AGM-Sales)
N K Vishwanatha (Sr. Manager-Sales)
Chennai:
Karthikeyan J (Manager Sales)
Delhi:
Rakesh Bhatt (Sr. Manager-Sales)
Digital Sales : Moumita Pal
Subscription & Customer Care:
Mohnish Sawant, Arvind Manor
Mutual Funds : Hemant Rustagi
Commodities: Naveen Mathur
Tax: Jayesh Dadia

DSIJ Private Limited


Managing Director
Rajesh V Padode
Product Manager
Manoj Singh Gautam
Technology
Kushal Bhandari
Hanumant Dhokale
For Customer Service
020-30242014 OR  service@DSIJ.in
Mumbai Office: 419-A, 4th Floor, Arun Chambers, Tardeo,
Next to AC Market Mumbai - 400034
022-40629500 Fax: 022-40629510
Pune Office : 305, 3rd Floor, North Main Road Trade Center,
Near Axis Bank, Opposite Lane no. 6, Koregaon Park, Pune - 411001
020-30242014 Fax: 020-30242015
Bengaluru: #447, 4th floor, (next to HDFC Bank), 17th cross, Sector 4,
HSR Layout Bengaluru - 560034 Call : 09886033502 / 09448258239
Delhi - 09540806054
Chennai - 09894309897

To Advertise : Email: ads@dsij.in


Printer and Publisher: Nitin Sawant, Editor: V B Padode for DSIJ Pvt Ltd. on behalf of
Achievements Merchandise Pvt Ltd. Printed at Kala Jyothi Process Pvt. Ltd. Plot No.: W-17&18,
M.I.D.C. Industrial Area, Taloja, Dist. Raigad, Navi Mmbai. - 410 206. and published from 419-A,
4th Floor, Arun Chambers, Tardeo, Next to AC Market, Mumbai - 400034  All rights reserved. 
While all efforts are made to ensure that the information published is correct and up-to-date, Dalal
Street Investment Journal holds no responsibility for any errors that might occur. All material
contained herein is based on fundamental and technical analysis and other in-house methods,
which though reliable, are not infallible. The information given in the magazine is of an advisory
nature. Readers are advised to consult experts before taking any investment decision and Dalal
Street Journal holds no responsibility for any losses that may arise due to investment decisions made
on the basis of information given within the magazine. No reproduction is permitted in whole or
part without written consent from Dalal Street Journal  All disputes are subject to the exclusive
jurisdiction of competent courts and forums in Mumbai only.  Dalal Street Investment Journal is
a member of INS/ABCs.

Inbox

November 2014

Please Provide Clarity


Dear Team,
Firstly, wishing you a very Happy Diwali !!
Secondly congratulations on yet another stellar
performance at beating the broader Indices due to
your research at finding the gems in the market.
I was reading your latest article and I have a
question regarding the performance of Choice Scrips and
Low Priced Scrips recommended over the last year which you
have detailed in your journal. For some of the
recommendations it has been mentioned as Call closed on a
particular dateIn the footnote it has been mentioned that the
Prices where calls have been closed are the prices at which
the calls were actually recommended for closure I dont
understand this statement. For e.g. in your Journal dated 17th
Nov 2013 you have recommended Larsen and Toubro with a
target of 1070 over a period of one year. Then how is the actual
recommended target 1486 as claimed in the journal and
mentioned as Call closed on 21st May 2014. Could you please
help me understand this ?
Sai Krishna
Answer: We had closed the call on 21st May 2014 when the scrip was trading at `1486.
However, we kept the position open as we found the scrip fundamentally strong and hence
it was expected to provide further appreciation.

Recos
Company/Scheme
Adani Power
BHEL
Cupid
DCB Bank
DLF
Eicher Motors
Everest Industries
Excel Industries
Godfrey Phillips India
Granules India
IFCI
Kolte Patil Developers
Lanco Infratech
Maruti Suzuki
Nitin Fire Prot. Ind.
Pennar Industries
Pricol
Prime Focus
Tata Motors
Ybrant Digital

Reco.

Price
(`)

Column






















46.00
254.00
52.30
89.40
118.15
12579.00
256.00
297.00
2862.00
825.00
35.50
188.00
6.71
3205.00
63.00
58.70
55.50
48.75
526.00
61.85

QueryBoard
QueryBoard
Kerbside
Kerbside
Analysis
Cover Story
Choice Scrip
Hot Chips
QueryBoard
Hot Chips
QueryBoard
Reviews
QueryBoard
Cover Story
Reviews
Low Priced Scrip
Kerbside
QueryBoard
Cover Story
Kerbside

Hold
Hold
Buy
Buy
Exit
Buy
Buy
Buy
Hold
Buy
Hold
BP
Hold
Buy
Hold
Buy
Buy
Exit
Buy
Buy

Page
No
62
62
66
66
14
55
11
13
61
13
60
64
61
55
64
12
66
61
55
66

Please check our special report on stocks to stay away from as of now on >>> PG NO. 18

BP - Book Prot BPP - Book Partial Prots Bl - Book Loss

NOV 3 - 16, 2014 DSIJ.in

Trackpad Wassup

Personal Copy of Sundar Narayanaswamy

L&T Bags Contract To Build Statue of Unity

STATUE OF UNITY
GUJARAT, INDIA

182 MTS

SPRING TEMPLE
BUDDHA
CHINA

USHIKU
DAIBUTSU
JAPAN

STATUE OF
LIBERTY
USA

THE MOTHERLAND
CALLS
RUSSIA

CHRIST THE
REDEEMER
BRAZIL

153 MTS

120 MTS

93 MTS

85 MTS

39.6 MTS

The Gujarat government issued work order for construction of the


Statue of Unity Worlds tallest statue in the riverbed of Narmada near
Kevadia in Gujarat to the engineering major Larsen & Toubro (L& T).
The work order is worth `2979 crore. The Statue of Unity project
involves construction of 182-metre tall statue of Sardar Vallabhbhai
Patel. Of the total contract of `2979 crore, `1347 crore will be spent on
building the statue, `235 crore for constructing the exhibition centre
and convention centre, `134 crore for research and development centres
and `83 crore for building the bridge connecting memorial with the
mainland. As per the terms of agreement, L&T will be responsible for
maintenance and management of the project site for 15 years after the
completion of construction. L&T will be paid `657 crore for the same.
The statue will be double the size of Statue of Liberty in US and four
times that of Christ the Redeemer in Rio de Janeiro, Brazil.

Japans SoftBank to Invest


USD 10 billion in India
Telecom giant SoftBank has pledged an investment of USD 10
billion in Indias IT and communications space, one of the biggest
investment commitments from a Japanese firm after Prime
Minister Narendra Modis visit to that country. The proposed
investment was committed by SoftBank Chairman and CEO
Masayoshi Son in a meeting with Telecom Minister Ravi Shankar
Prasad. With a market cap of USD 92 billion, SoftBank has
operations in broadband, fixed line telecom, e-commerce, finance,
media and marketing. SoftBank already has made investments in
Indian companies including InMobi and Hike.

DSIJ.in NOV 3 - 16, 2014

Tata Motors Raises


USD 750 million In Bond Sale
Tata Motors has raised USD 750 million from Asian and European
investors by selling a dual tranche bond issue which got an over
subscription of six times at USD 4.5 billion. The company has
priced the 5.5-year benchmark senior unsecured notes of USD 500
million at 4.625 per cent, while the coupon for the 10-year USD
250 million notes is fixed at 5.750 per cent per annum. The
company had sold USD 300 million worth bonds in April at a
coupon of 5.53 per cent for five year money, indicating better
operating environment for the company. The proceeds from the
issue will be used to refinance external commercial borrowings,
capital expenditure and for general corporate purposes.

Personal Copy of Sundar Narayanaswamy

Coal Sector Reforms To Be Pushed Via Ordinance


Clearing the mist and dust piled up around
Indias coal sector following the SC order
cancelling 214 coal blocks, the government
has embarked upon historical coal and
mining reforms, which will be initiated via
an ordinance to acquire the land of all blocks
cancelled. Pushing the big bang reforms in
power, steel and cement sectors, the
government has also signaled allowing
commercial use of mines in future, though
no dateline has been set for the same.
On the other hand, government has replaced
the old arbitrary panel-based coal block
allocation process with new auction based
system and in this mines would also be put
on e-auction route for the first time along
with coal. In the first phase end users in
power, cement and steel sector would be put
in a pool and e-auction will be held between
them. Also the state and central
governments requirement will be met by

allocating coal mines to companies like


NTPC and state electricity boards. The
overnment has decided that proceeds of the
auction would go straightaway to states in
which mines are located, which clearly
means windfall for states like Chattisgarh,

Jharkhand and West Bengal. The


government also intends to open mining to
foreign players if they set up their shop in the
country, and there is no immediate plan to
affect the current structure of Coal India,
which has a monopoly in the coal sector.

Govt. Cancels Selection Process Of Top Execs Of Psu Banks


In a major decision, the government has
decided to cancel the current selection
process of CMDs and EDs of public sector
banks. Actually government in the past has
constituted a committee consisting of
Secretary (Expenditure), Secretary (School
Education) and RBI Governor to examine

the selection process adopted for the


selections to the posts of CMDs and EDs of
banks for 2015. This committee has not
given its report but this step of the
government has come on the basis of the
committees recommendation. Following
this eight post of CMDs and 14 posts of EDs

will now be filled up afresh. The government


has also decided that a fresh process for
selection will be put in place for filling-up
the existing vacancies, wherein the RBI
Governor or Deputy Governor will be part
of the selection process. A new process of
selection will also be put in place soon.

Sails Plans Should Be Reflected In Production And Profits


Steel, Mines, Labour and
Employment Minister Narendra Singh
Tomar has said, Investments in
modernization and expansion of SAIL
should be reflected in production and
profits. Performance of every plant must be
monitored on a regular basis to prevent any
further delay. Quick decisions and
corrective action must be taken in respect
of non-performing agencies, he said after
recently reviewing performance of the
company.

Redressing concerns of SAIL officials, Mr.


Tomar said, The ministry will facilitate
expediting required clearances from other
centre and state government agencies. But
competence and capabilities of
professionals and executing agencies will
have to be ensured by SAIL.
He instructed the management to take
concrete steps so that modernization
projects are concluded at the earliest.
Sending a stern signal about the sticking to

timeline for the completion of projects,


Steel Secretary, Rakesh Singh, emphasized
that the proposed completion dates for
different projects have to be sacrosanct and
there must not be any extension of these
dates. During the review meeting,
Chairman, SAIL, C.S.Verma sought
support of the government for controlling
of steel dumping by China, resolution of
mine allotment issues and coal mine
allotment.

NOV 3 - 16, 2014 DSIJ.in

Market View

Personal Copy of Sundar Narayanaswamy

Equity

POSITIVITY IS HERE TO STAY

t was supposed to be a make or


break kind of fortnight for the equity
markets. The reason being there was
a lot of caution being witnessed on
the global front as well as the
domestic front. As we had categorically
mentioned in our preceding market view
column the factors like expected hike in
interest rates by US Government earlier
than the street estimates, issues of Euro
zone witnessing another round of trouble
and slower than expected growth rate of
China took the global indices southwards.
However we were quite confident of our
term bullishness and also backed our
expectation with increased GDP growth
estimates by IMF.
With this negativity on global front, the
market sentiments had turned sour and
Indian markets were also witnessing
pressure. Markets needed some solid
reason or support to remain floated. Apart
from this there were certain other factors
also that made the preceding week an
important one. Foremost reason being
assembly elections scheduled in states of
Maharashtra and Haryana.
These two states were important for the BJP
government to show its strength and make
a solid statement in terms of taking the
reforms process on fast track. Ahead of the
assembly elections, government was going a
bit slow (as compared to market
expectations) on reform process. With a
clear cut majority in Haryana and also
emerging as a single largest party in
Maharashtra, BJP proved that it has got
support at all levels.
With clear majority in these states everyone
on the street is expecting the reform
process to be put on the fast track. Rather
with hardly any elections scheduled for
next 18 months, it is likely that the
government starts reform process. And
with partial de-regulation of diesel prices
and fixing up formula for gas pricing, the

10

DSIJ.in NOV 3 - 16, 2014

government started with a bang. Even


clearance of few road blocks for power
sector for capacity of more than 91000 MW
added to the positivity. We are expecting a
lot more on GST and DTC road map and
even insurance bill front.
No wonder the equity indices responded
positively and with some positive cues on
the global canvas sentiments changed
completely. And from choppy trades in
earlier fortnight markets entered the zone
of consistent upward trajectory. Quarterly
results are in-line with street estimates and
hence capped the downside for the indices.
FIIs were net sellers at the start of the

International
29th Oct
2014
Dow Jones Ind
17031.24
S&P 500
1986.34
Hang Seng
23819.87
DAX
9068.19
CAC 40
4112.67
Shanghai
2373.03
Nikkei
15553.91
Indices

fortnight; however the intensity of selling


has declined over the period and some
buying was witnessed in last few trading
sessions. Going ahead we feel positivity is
here to stay as global factors are also
improving. Bloomberg report suggested
that, almost 79 per cent of S&P 500
companies that have reported so far have
beaten earnings estimates, while 62 per cent
have surpassed revenue projections. Profit
for S&P 500 companies rose 6.3 per cent in
the third quarter and sales increased 4.1 per
cent, analysts predicted. We expect
positivity in the market to continue with
mid-cap and small-cap expected to
DS
outperform leading indices.

Markets
14 Oct Gain/Loss
2014
(%)
16321.00
4.35
1874.70
5.96
23047.90
3.35
8752.30
3.61
4041.58
1.76
2359.40
0.58
14937.00
4.13

FII Investment In Equity Markets


(`/Cr)
Date
Purchases
Sell
Net.Invt.
29/10/2014
3708.92
3780.05
-71.13
28/10/2014
3931.6
3866.64
64.96
27/10/2014
3814.43
3685.2
129.23
22/10/2014
4771.32
4655.82
115.5
21/10/2014
5961
4424.79
1536.21
20/10/2014
3582.6
4979.18
-1396.58
17/10/2014
4205.07
5302.18
-1097.11
16/10/2014
2922.45
3601.77
-679.32
14/10/2014
2528.51
3070.88
-542.37
13/10/2014
2576.75
3226.5
-649.75
10/10/2014
3148.65
3134.04
14.61

Performance
29th Oct.
2014
Sensex
27098.17
Nifty
8090.45
Mid-Cap
9650.29
Small-Cap
10790.46
IT
10285.91
FMCG
7422.99
Auto
18262.93
Metal
11574.71
Bankex
19030.60
Realty
1479.69
Power
2113.03
Indices

Of Indices
14 Oct
Gain/Loss
20 14
(%)
26349.33
2.84
7864.00
2.88
9473.08
1.87
10631.25
1.50
10721.68
-4.06
7299.96
1.69
17260.86
5.81
11090.27
4.37
18026.60
5.57
1419.23
4.26
2021.24
4.54

Recommendations

Personal Copy of Sundar Narayanaswamy

Everest Industries

CHOICE

S C R I P

SCALING NEW HORIZONS


1 Ye a r I n ve st m e n t H o r i zo n

HERE IS WHY
Strong revenue visibility in building products division
Steel building division is expected to show margin
improvement going forward
Recent capacity expansion to drive volume growth
Best of LAST ONE Year
Name of
Company
Granules India

Reco

CMP
(`)

Gain
(%)
403.54

164.00

825.80

Cox & Kings

96.00

279.60

191.25

TVS Motor

115.00

254.35

121.17

Va Tech Wabag

744.00

1589.10

113.59

Alembic Pharmaceuticals

211.00

405.75

92.30

(Closing price as of Oct 29, 2014)

Everest announced its second quarter


results exhibiting the turn-around story for
the company. It has posted a net profit of
`3.4 crore during the second quarter
against the loss of `6.6 crore in the same
quarter last year. The result exhibits good
traction for the company as the second
quarter is traditionally weak due to lower
demand for building material due to the
monsoon season. However, the
management expects the momentum to
pick up particularly in the steel building
segment. Further, the company is
expecting its new capacity to be
commissioned very soon that will
contribute to its topline.

The building product showed good


momentum with more than 22 per cent
growth on yearly basis. Further, margins
for the same division expanded by
considerable amount posting profit
against loss in the same quarter last year
on yearly basis. The companys
management is expecting building activities
from both the rural sector as well as the
commercial sector. Further, the
management is confident to maintain its
EBITDA margins for the division in
coming future.
The revenue in the second division steel
building too shot up by 25 per cent with a
11 per cent volume growth on yearly basis.
However, the company was not able to post
profit from this division. The company was
affected by steel price hike coupled with a
large order book at fixed prices. However,
much of that inventory of old orders has
been exhausted, hence the management
expects results to start improving in the
coming quarters. On the positive front, this
division has a strong order book of more
than `240 crore.
Over the past few quarters, Everest has
commissioned three factories in India, thus
giving a boost to its domestic business.
Further, the company is planning to set up
a fibre cement board plant in UAE to
expand its overseas business. We expect the
recent and planned capacity expansion
would drive volume growth for the
company. The UAE plant would help cater
to the growing demand and savings in
logistics cost, resulting in its margins.
Also the expected margins improvement in
steel building division too give us
confidence in Everests one year prospect.
We recommend our readers to buy this
DS
stock for next one year.

Note: The stocks recommended under this section are fundamentally strong stocks. However investors are advised to wait for the
correct opportunity to enter these stocks considering the market sentiment right now.

Monthly Stock Market Returns


BSE Code: 508906
CMP: `256
FV: `10
BSE Volume: 3772
Date: 29/10/2014

2013

he Indian economy is
showing a good amount of
traction and revival in the
overall market environment.
The changing business
environment will definitely boost the
industrys capex plans creating a demand
for building solution providers. One such
company, Everest Industries, is one of
Indias fastest growing building solutions
companies. Everest has developed a strong
capability and Pre-Engineered products for
industrial, commercial and residential
applications. Everests two distinct business
offerings are building products and steel
building solutions.

Equity

Shareholding Pattern
30/06/2014
Promoter

2014

49.49

FII

0.01

DII

8.56

Last Five Quarters (`/Cr)


Particulars
Total Income

Sep 14 Jun 14 Mar 14 Dec 13 Sep 13


252.08
388.63
309.66
231.89
206.47

PBIDT

14.15

38.34

16.7

9.02

Interest

3.42

3.54

4.61

4.01

1.91

Tax

1.08

8.87

1.47

-1.23

-3.56

3.37

19.63

3.04

-0.96

-6.65

15.23

15.2

15.19

15.19

15.19

Others

41.94

PAT

Total

100

Equity Capital

NOV 3 - 16, 2014 DSIJ.in

-1.99

11

Recommendations

Personal Copy of Sundar Narayanaswamy

times. In FY14, PEBSL recorded 28 per cent


growth in top line at `417.2 crore over the
previous year. Even operating profit posted
a worth of `37.14 crore and a net profit of
`18.26 crore, representing 4.5 per cent and
26.87 per cent growth, respectively as
compared to last year.

Pennar Industries

VALUE ADDED OPPORTUNITY


PRICED SCRIP

1 Year Investment Horizon

HERE IS WHY
De-risking with diversied business model
Improving ROE on back of increased capacity
utilization and margin expansion
Progressively evolved to manufacture value added
products
Best of LAST ONE Year
Name of
Company

Reco

CMP
(`)

IFB Industries

87.00

355.20

308.28

IFGL Refractories

59.00

203.20

244.41

Orbit Export

94.00

320.50

240.96

IRB Infrastructure Dev.

77.00

253.45

229.16

37.85

198.27

Firstsource Solution
12.69
(Closing price as of Oct 29, 2014)

Gain
(%)

BSE Code: 513228


CMP: `58.70
FV: `5
BSE Volume: 1499475
Date: 29/10/2014

12

2014

DSIJ.in NOV 3 - 16, 2014

ennar Industries diversified


over the years from being just
another cold-rolled steel
manufacturer into a prominent
engineering-driven enterprise.
It is a manufacturing company with
presence in 1) Steel products 38.5 per cent
revenue 2) Pre Engineered Building
Systems, PEBS - 32.5 per cent revenue 3)
Tube - 12 per cent revenue 4) Systems and
Projects 11 per cent and 5) Industrial
components 5 per cent revenue.
From leverage side, the good part is that the
company does not have significant long
term debt (D/E ratio of 0.40x). All debt is
working capital related. Hence in case of
faster recovery, the company can absorb the
advantage very fast as it is ready with
capacity.
Pennar is looking to unlock the value of its
subsidiary -- Pennar Engineered Building
Systems (PEBSL) through IPO which could
be the additional trigger. It was
incorporated in February 2008. Pennar,
with a capacity of 90,000 metric tons p.a., is
the 4th largest player in PEBs segment in
the country. In the last five years, the
demand and awareness about PEBs has
grown multifold. Given the infrastructural
needs of India over the next two decades,
the demand for PEBs will increase by 6

Steel products business is expected to grow


more than `450 crore in FY15 as against
`426 crore in FY14. The company is
expecting double-digit growth in business
from Railways in FY15. As of now, this
business has an order book of `120 crore.
As per management, the companys overall
revenue will grow to around 20-25 per cent
with better margin improvement.
But capacities in all segments are
underutilized since last four years due to
lack of demand. Therefore, return on equity
(ROE) for the company in past three years
has been very low at 12.9 per cent.
However, in FY14-16, the ROE of the
company may improve by 350 bps points in
each year on back of increased capacity
utilization and margin expansion.
Currently, Pennar is trading at TTM PE
ratio of 25 and. on the basis price to book, it
trades at 1.85x. We believe Pennar has high
growth potential in sectors like railways,
power, logistics and water treatment besides
solar power projects, railway and PEBs
business where it earns more than 10 per
cent margin. Progressively evolved to
manufacture niche value-added products;
the proportion of revenues from valueadded products increased from 15 per cent
in 2011-12 to 50 per cent in 2013-14. We
recommend our readers to buy the scrip
with expectation of 45 per cent curving
upwards from its current market price in
DS
the next one year.

Note: The stocks recommended under this section are fundamentally strong stocks. However investors are advised to wait for the
correct opportunity to enter these stocks considering the market sentiment right now.

Monthly Stock Market Returns

2013

Equity

Shareholding Pattern
(30/06/2014)
Promoters

39.41

FII's

10.50

DII

11.67

Others
Total

Last Five Quarters (`/Cr)


Particulars
Total Income

Jun 14 Mar 14 Dec 13 Sep 13 Jun 13


285.60
317.57
284.71
249.07
265.64

PBIDT

22.98

29.98

23.02

20.24

20.23

Interest

7.56

7.64

6.40

6.13

6.30

Tax

2.81

8.17

3.86

2.78

2.61

38.42

PAT

6.78

9.56

7.49

6.70

6.99

100

Equity Capital

60.17

60.23

60.49

60.49

61.01

Personal Copy of Sundar Narayanaswamy

EXCEL INDUSTRIES

CMP - `297

BSE CODE
500650

C H I P S

15 Days Investment Horizon

Volume
16,744

xcel Industries is engaged in manufacturing and sale of industrial and specialty


chemicals, pesticides intermediates, soil enriches bio-pesticides, and other bioproducts. In Q1 2015, net profit jumped to `9.95 crore against `3.1 crore in the
corresponding quarter of the previous year, a significant increase of 221.27 per cent. The
companys net sales increased by 18.55 per cent at `121.33 crore from `102.35 crore over the
previous year. Operating profit is `20.72 crore as against `10.44 crore in the corresponding
period of the previous year, an increase of 98.54 per cent.
The company posted earnings per share of `9.13 a share during the quarter as against `2.84
over previous year. Currently, Excel Industries is trading at a TTM PE ratio of 13.3 and on
the basis of price to book, it trades at 2.04x.
Scrips Movement

Last Seven Days Volume Table


(No. of Shares)

The scrips in this


column have been
recommended
with a short-term
investment horizon
in mind and carry
high risk. Therefore,
investors are advised to
take into account their
risk appetite before
investing,
as fundamentals may
or may not back the
recommendations

Days

1,427

22 Oct 14

5,219

23 Oct 14

7,749

27 Oct 14

2,784

28 Oct 14

5,879

29 Oct 14

16,744

CMP - `825
Volume
1,10,212

Face Value
`10

ranules India is a pharma company involved in the manufacture of API, PFI and
Finished Dosage (FD). Granules is a fully integrated player offering services from
API to formulation manufacturing with more than 90 per cent of its business
coming from exports (60 per cent to US and Europe). Granules reported very strong 36.23
per cent on the back on good growth across all segments and with help of Auctus Pharma
acquisition. FDs is leading followed by PFIs and then by APIs. Going ahead, by 2016
revenue mix would look like at least about 40 per cent as FDs, may be about 30-35 per cent
as PFIs and the rest as APIs. The company has begun working on ANDA filings and aims to
file 3 ANDAs within the next 12 months. Overall top line growth expected a minimum of
25 per cent and bottom-line growth will be more than 30-35 per cent.
Last Seven Days Volume Table
(No. of Shares)
Days

Issue No 22 , Oct 6 - 19 ,2014


KNR Constructions

284.00

284.00

0.00

Century Textiles

543.00

549.50

1.20

Issue No 23 , Oct20 -Nov 2 ,2014


KEngineers India

235.00

268.00

14.04

HEG

285.00

305.00

7.02

(Closing price as of Oct 29, 2014)

3,511

21 Oct 14

BSE CODE
532482

Peak Likely
After
Gain
Reco*
(%)

*Highest price after our recommendations

Volume

20 Oct 14

GRANULES INDIA

Hot Chips of Last One Month


Reco.
Price
(`)

Face Value
`5

Scrips Movement

Volume

21 Oct 14

12,644

22 Oct 14

11,756

23 Oct 14

3,682

27 Oct 14

9,366

28 Oct 14

31,998

29 Oct 14

110,212

NOV 3 - 16, 2014 DSIJ.in

13

Personal Copy of Sundar Narayanaswamy

Analysis
Equity
Errant DLF Trying To Blur The Truth
Realty sector as whole has been lying low and remained beaten down since the past few years. Various factors
like rising interest rates, slowdown in sales volumes and rising debt burdens of realty companies made it sure
that they get a knockout punch. While some amount of recovery was witnessed in the past few months after a
stable and pro- reforms government was formed, DLF,a leading player in the realty industry, got a major blow
from the market regulator SEBI. No wonder the scrip plunged on the bourses. DSIJ provides its take on what
lies ahead for DLF.

ealty sector as whole has been


lying low and remained beaten
down since the past few years.
Various factors like rising
interest rates, slowdown in sales
volumes and rising debt burdens of realty
companies made it sure that they get a
knockout punch. Many realty companies
were looking for raising funds through
primary markets to take the advantage of
rising equity indices. While some amount of
recovery was witnessed in the past few
months after a stable and pro- reforms
government was formed, DLF, a leading
player in the realty industry, got a major blow
from the market regulator SEBI.

SEBI had barred DLF, its promoter


K P Singh, his son Rajiv Singh and daughter
Pia along with three other group executives
(TC Goyal, Kameshwar Swarup and Ramesh
Sanka) from accessing the securities market
for the 3 years for lapses in making material
disclosure during its IPO filing in 2007. The
order bars above mentioned entities from
accessing the securities market and prohibits
them from buying, selling or otherwise
dealing in securities directly or indirectly.
The news came in as a severe blow to DLF
with the stock plunging more than 28 per
cent after the verdict. The impact was quite
intense particularly being third major blow
for the company after cancellation of 350
acres of land allotment and `630 crore
penalty being applied by the Supreme Court
(CCI).
No wonder the stock prices took a severe
beating on the bourses and declined more
than 28 per cent in one trading session. Since
then the stock has consistently remained
under pressure with most of the research
firms providing cut in target prices putting
the common man on the street in a dilemma
whether to avoid the stock or take it as a

14

DSIJ.in NOV 3 - 16, 2014

contra buying opportunity. In our analysis we


try to find out answers to these queries.
HISTORY OF TROUBLES
While of recent the realty sector in general
and DLF in particular had witnessed many
adverse situations, the recent ban by SEBI
seems to be the severe one which would
surely affect the performance of the company.
Rather the timing would not been further
worse considering the fact that DLF was
planning to raise funds from equity route to
reduce its debts. But this is not the first time
that the company has faced troubles; there is
historical evidence of lot of issues in the past.
Troubles started since the company planned
to make is maiden debut on the equity
markets. It was after quite a lot of resistance
that the company could come out with its
initial public offer (IPO). The company had
filled for an IPO in May 2006. However, it
could not tap the market as minority
shareholders accused the promoters of
mismanagement. It was followed by another
event where realty companies witnessed
hefty selling on the bourses. As a result DLF
withdrew its offer document in August 2006.
In June 2007 the company again filled for an
IPO prospectus and tapped the primary
market with an offer price of `500-550. This
helped the company to raise `9625 crores
against the earlier estimates of more than
`13600 crores.
Resistance was expected as there were many
firsts attached to the IPO of DLF. With plans
to raise `9625 crore in 2007, it was slated to
be one the largest IPO of the Indian equity
market. While the largest IPO tag was one
part, another factor was the listing of the
company that would have made its promoter,
KP Singh, as one of the richest Indian as well.
This apart, the IPO also made news as DLF
became the first company in history to

directly get added to the Sensex on the first


day listing.
After listing, performance of the company
was good on the bourses as the stock
consistently moved northwards and touched
an all-time high of `1400 in start of 2008.
However, due to global meltdown, realty
stocks also witnessed a severe decline and
since then the stock has consistently
under-performed in the Sensex. All in all,
except initial outperformance, the IPO of
DLF had failed to deliver higher than market
returns.
What we want to focus on here is the
consistent under-performance of the
company on the bourses. While the current
order has impacted the investors significantly,
we are also worried about those who had
invested in the company when the stock was
trading as high as `1400. While the
under=performance of the company has
been historical, lets first understand the
modus operandi of what led to SEBI taking
such a stern action against DLF executives.
We have taken out the important points from
the SEBI Order in the box.
MODUS OPERANDI
If we get to the basic of the whole matter, it
was the complaint filed by Kimsuk Sinha
againstDLFin 2007 alleging that he had
been duped of `34 crore by Sudipti Estates
Private Limited and related persons for the
purchase of land.
Sinha alleged that the firm (Sudipti) was
controlled byDLFHome Developers
andDLFEstate Developers that were both
part ofthe DLFgroup and sought that the
company not be allowed to list on the
markets. Earlier, however, those allegations
were refuted byDLF. Then DLF management
had stated that Sudipti Estates was not a part
of the DLF group.

Personal Copy of Sundar Narayanaswamy

However, SEBI in a show cause notice to the


company noted that three real estate
companies, Sudipti Builders, Felicite and
Shalika lay at the heart of the controversy and
the deals to acquire land. In its show cause
notices, the market regulator noted how
three arms ofDLFdivested stake in Feliciteto
three housewives: Madhulika Basak, Niti
Saxena and Padmaja Sanka all of whom
happened to be the wives of key managerial
persons inDLF.

SEBI in its show cause notices pointed out


that despite divesting stake in the three
companies,DLFcontinued to retain control
of the three real estate companies, one of
which was accused of fraud.
DLFconsistently refuted the show cause
notice by SEBI saying that It was not illegal
for a person to invest in a companys shares
merely because she was a housewife or
because a joint account held with her
husband was being used to fund
transactions. The answer from the
management was the fact that the spouses of

Here are the two charts that seek to explain


the shareholding pattern:

100% Subsidiary

Niti
Saxena

Shalika

Sudiptii

30%
(3000 Shares)

Felicite

Sudiptii

Felicite

DRDL

Shalika

Shalika

50%
50%
30%
30%
40%
(5000 Shares) (5000 Shares) (3000 Shares) (3000 Shares) (4000 Shares)

Shalika

Shalika and
its nominee

Madhulika
Basak

Felicite

Felicite
40%
(4000 Shares)

Felicite and
its nominee

Padmaja
Sanka

DLF Ltd.
100% Subsidiary

100% Subsidiary

DEDL

100% Subsidiary

DHDL

Niti Saxena

Madhulika Basak

30%
Shareholding

30%
Share holding

Felicite
100% Subsidiary
Shalika
100% Subsidiary
Sudipti

DRDL

Padmaja Sanka
40%
Shareholding

Pretransfer

Felicite
30%
(3000 Shares)

100% Subsidiary

DHDL

Post-transfer

DEDL

The company also refuted the allegation that


the housewives continued to hold stake in
one of the companies only while their
husbands were employed byDLF. It pointed
to the case of one Reema Hinduja who
continued to be a shareholder in the
company even after her husband quit the
company and said that it was wrong to infer
that theDLFhad any control over the three
real estate companies.
SEBI stated that while it was an undisputed
fact that the housewives involved in the real
estate companies used joint accounts with
their husbands to fund the deals, the women
whose stakes in the three companies werent
even regular investors. This clearly justifies
that stake taken in the firm was for particular
deal and she was not a regular investor. What
added to the justification was,these investors
did not have any own income.

DLF Ltd.
100% Subsidiary

certain employees ofDLFwere shareholders


of Felicite does not lead to a legal inference
that Felicite is a subsidiary ofDLF.

Apart from this the SEBI order also noted


that the three women were the wives of the
Group CFO, Senior Vice President (Finance)
and Vice President (Finance) ofDLFand the
three executives were listed as key
management persons in the companys
prospectus for the IPO. They were also
subject to the control ofDLFdue to their
employee and employer relationship. The
respective wives held 100% shareholding of
Felicite, which in turn held 100%
shareholding in Shalika, which in turn held
100% shareholding in Sudipti. Therefore, it
has been alleged thatDLFnever lost control
of Felicite, Shalika and Sudipti, the order
noted.
If that was not enough, SEBI noted in its
order that the purchase of all shares in
Felicite were not made by the housewives
but their husbands and also pointed to the
fact that the shares held by the women were
only transferred to the wives of other senior
management ofDLF.
Here the order categorically noted that In
our view, it cannot be just a coincidence that
Felicite is incorporated on March 26, 2006
with its 100% shareholding held by the
wholly owned subsidiaries ofDLF. Those
NOV 3 - 16, 2014 DSIJ.in

15

Analysis
wholly owned subsidiaries subsequently sold
their entire shareholding in Felicite to the
housewives of three key managerial
personals (KMPs) who made payments for
purchases made by their respective wives and
subsequently transferred their entire
shareholding to DHDL (one of the three
initial shareholders), wholly owned
subsidiary ofDLFand the housewives of
other KMPs.
The order noted that theDLFmanagement
had employed a plan, scheme, design and
device to camouflage the association
ofDLFwith its three subsidiaries namely,
Felicite, Shalika and Sudipti and noted that
the realty major had actively concealed the
filing of an FIR against one of the subsidiaries
when it was filing for an IPO. SEBI also noted
thatDLFsuppressing the information about
its subsidiary companies in its IPO filing
constituted a grave offence and had larger
implications on the safety and integrity of the
capital markets.
In similar vein SEBI commented that for the
serious contraventions as found in the instant
case, effective deterrent action is needed to
safeguard market integrity. It, therefore,
becomes incumbent to deal sternly with
contraventions, digression and demeanour of
the erring company and take appropriate
actions, the order noted while barring
theDLFexecutives for three years
WHAT TO EXPECT NEXT ?
While this is the past, equity markets usually
discount future and hence rather than only
focusing on the past performance we need to
analyse what to expect in the future. While
the stock has taken a beating on the bourses,
the SEBI order is not the only factor behind
the plight of investors. Financial performance
of the company has not been good for past
many quarters. The debt burden has
consistently increased and hence the
bottomline is severely getting impacted. Just
to quantify as on June 30th 2014 its net debt
increased to `19063 crore from the levels of
`18526 crore as in March 2014.
Consistently higher debt accompanied by
factors like slower sales volume growth
forced the company to raise funds from
equity markets to reduce its debt burden.

16

DSIJ.in NOV 3 - 16, 2014

Personal Copy of Sundar Narayanaswamy

Equity

However, now the order from SEBI will


restrict the company from raising funds from
equity markets. Its impact would make the
NBFC funding costlier for the company as it
would be the only way for the company to
raise funds to repay earlier debts.
While financial under-performance is one
factor, there are other factors as well affecting
the stock. With the new government being
formed in Haryana one can expect a series of
actions being taken against the company and
many past land deals getting scrutinized.
Reports suggest that there are few already
under scanner and the new government is
likely to fast tracks those. Any adverse
announcement would further take the stock
southwards.
As regards the management views, in its June
quarter presentation the management has
categorically stated that it shall take 18
months to come back to the targets as
articulated in February 2013.
The company is now focusing on execution
of current ongoing projects rather than
launching new projects. In June 2014 the
company had a mature stock of `4000 crore
and work in progress at `13000 crore. We are
expecting the company to liquidate this stock
first. Hence in short to medium term at least
we do not expect any positive news for the
company. It is true that company has huge
land bank of more than 259 million sqft
(Development Business) and 48 million sqft
in leasing business. However we feel it would
be useful only in long-term and short-term
to medium scenario remains bleak. We feel
that the stock may make some periodical up
moves, it should be taken as an opportunity
to exit from the counter.
WHAT DLF STATED IN ITS DEFENSE
In its response to SAT the company stated
that no listed company had lost net worth
like DLF in a SEBI order. Secondly, it also
indicated a no shareholder complaint against
IPO in last 8 years. Thirdly, it stated that SEBI
order should not punish investors and
ultimately it is the investors who are
suffering. Fourthly, it would be death warrant
for the company if 3-year ban is imposed.
And lastly its motive was not to gain
anything from alleged suspension of

information in IPO prospectus. However, we


are of the opinion that it was of prime
importance for investment bankers to take
care of all the factors at the time of IPO.
Hence the role of BRLM surely comes under
scanner. Lead Managers to the issue were big
names like Kotak Investment Banking, DSP
Merrill Lynch, Citi Group and ICICI
Securities. It also involved foreign names like
Deutsche Bank, UBS and Lehman Brothers.
DLF will be provided a chance to put up their
stance but that decision would come after
this magazine goes into print
WHAT ABOUT MINORITY
SHAREHOLDERS?
If we try to get into the basics of the matter
since the filing of first DRHP, one can notice
that DLF has been ignoring the minority
shareholders. Rather it was the voice raised of
a minority shareholder that resulted in DLF
withdrawing DRHP in 2006. Hence when
the company is asking about investors, we
feel there hardly seems to be intention of
serving Shareholders interest. The event has
occurred and such incidents naturally affect
the image of India as an investment
destination. However, steps taken by SEBI
are right and if with smaller damage a larger
motive is achieved we have to accept it. It is
true that shareholders of the company may
get the impact.
However we are of the opinion that
promoters should asked to make-up for that.
In our preceding editorial we categorically
stated that promoters should pay the
minority shareholders at the IPO price and
send a strong message to the errant
promoters. We still stand by our stance and
urge SEBI to take action against DLF
promoters. With 19.75 per cent holding with
FIIs and 0.52 per cent with DIIs, it is easily
possible to get the company delisted.
Recently the government had directed the
scam-tainted NSEL to be merged with FTIL.
Many on the street are against the move as
they feel NSEL minority shareholders plight
is unresolved and there is unnecessary
burden being put on FTIL. We feel SEBI
should come out with a plan not only to
punish the promoters but also hold the
promoters liable to pay for financial losses.
As at current levels we recommend our
DS
readers to avoid the counter.

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Special Report

Stocks That
Trigger Sell-Offs

he stock is currently
Aptech
trading at `77.40. Its
52-week high/low
BSE Code
stand at `112.70 and `63.60
made on 11th June, 2014 and
532475
30th January, 2014. On daily
CMP
chart, the stock is trading
below 200-days simple moving
`
average. On weekly chart, it has
breached its important support as
defined by upward rising trend line
along with rise in volume. Considering above factors, it
looks like stock may continue its downward journey.

he stock is currently
trading at `66.15. Its
52-week high/low
stand at `87.55 and `48.25
made on 09th June, 2014 and
03rd March, 2014. It is in
medium-term downtrend. On
the weekly chart, the stock has
recently seen breakdown of
triangle pattern. If sustained below
the level of `62.50 on weekly basis,
it is likely to touch the level of `56 in
medium-term.

77.40

68.25

18

DSIJ.in NOV 3 - 16, 2014

Though Indian
equity markets
are scaling to new
high each day,
what attracts our
attention is the
heavy amount of
selling made by
the FIIs. In a
scenario like this,
Karan Bhojwani
analyses the top
ten stocks which
investors need to
avoid/sell in
near term.
Bombay
Dyeing
BSE Code
500020
CMP

`66.15

Personal Copy of Sundar Narayanaswamy

he stock is currently trading


Canara
at `388.30. Its 52-week
Bank
high/low stand at `498
and `209 made on 09th June,
BSE Code
2014 and 14th February, 2014.
532483
On the weekly chart it is facing
resistance around downward
CMP
sloping trend line and has
formed a reversal candlestick
`
pattern. The stock is hovering
around important support of 38.2%
Fibonacci retracement and once it pierces this
important support its likely to head towards the level
of `345.

388.30

he stock is currently trading


at `118.15. Its 52-week
DLF
high/low stand at
BSE Code
`242.80 and `100 made on
09th June, 2014 and 16th Oct.
532868
2014. On the daily chart, the
CMP
stock breached its important
support as defined. On 7th Oct.,
`
2014, the stock made several
attempts to close above the rising
trend line but failed to sustain and
registered further decline. The stock has been trading
below its 200 DSMA for a long period of time. It is likely
that the stock may see lower levels.

118.15

425.17
380.11
343.70
307.29

189.40

he stock is currently trading


Era Infra
at `10.90. Its 52-week
Engineering
high/low stand at `41.85
and `10.77 made on 29th
BSE Code
October, 2013 and 29th
October, 2014. Stock on daily
530323
chart is trading below its
CMP
200-day simple moving
average. On weekly chart it has
`
formed a bearish grip named as
head and shoulder pattern and it has
breached its neckline support. It is likely
that the stock may see lower levels.

10.90

he stock is currently trading


at `10. Its 52-week high/
GVK Power
low stand at `20.85/
and Infra.
`7.10 made on 26th May, 2014
and 27th Nov., 2013. On the
BSE Code
weekly chart it has formed
532708
multiple top levels of `20.4
- `20.9. Multiple top
CMP
formations are a reversal
pattern composed of multiple
`
failed attempts at making new
highs in the same area, followed
by subsequent downside break of support. The stock had also
managed to breach its 61.8 per cent Fibonacci retracement
support. This indicates that stock may decline further.

10.12

17.27
15.02
13.20
11.38

5.50

NOV 3 - 16, 2014 DSIJ.in

19

Personal Copy of Sundar Narayanaswamy

Special Report

he stock is currently trading


HCL
at `73.70. Its 52-week
Infosystems
high/low stand at
`94.50 and `19.05 made on
BSE Code
22nd September, 2014 and
500179
18th December, 2013. Stock
on weekly chart has formed
CMP
Three Black Crows which is a
bearish reversal pattern that
`
consists of three bearish
candlesticks that are ominous and
dark in color. The Three Black Crows usually
indicate a weakness in an established uptrend. Considering the
above factors, it is likely to drift lower.

he stock is currently trading


Mcleod
at `254.30. Its 52-week
Russel
high/low stand at `330.00
and 241 made on 2nd Jan., 2014
BSE Code
and 23rd Oct., 2014. On weekly
532654
chart, the stock has seen a
breakdown of triangle pattern.
CMP
On daily chart, it has been
trading below its long-term
`
moving average i.e 200 DSMA for a
long time and has breached its
horizontal trend line support as well.
Considering above technical factors, the stock is likely to
decline further.

he stock is currently trading


Sun TV
at `319.20. Its 52-week
Network
high/low stand at
`488/`298.55 made on 09th
BSE Code
June, 2014 and 20th October,
2014. The stock on weekly
532733
chart had breached its
CMP
important support as defined
by rising trend line. It posted a
`
lower top, lower bottom pattern.
It had recently breached its 61.8 per
cent Fibonacci retracement
level. Considering the above technical factors,
the stock is likely to decline further.

73.70

he stock is currently trading at


`165.15. Its 52-week high/
NMDC
low stand at `196.15 and
`123.10 was made on 06th June,
BSE Code
2014 and 12th March, 2014.
526371
On the weekly chart it has
formed multiple top pattern
CMP
around level of `196-206 and
failed cross this zone and
`
registered a lower top. Currently, it
is trading near to its support of 38.2
per cent Fibonacci retracement. Once
it breaches this support zone, it will trigger fresh sell off
and this might take the stock lower.

165.15

254.30

319.20

429.88
171.62
389.66
156.54
144.35
132.16

92.70

20

DSIJ.in NOV 3 - 16, 2014

357.15
324.64

219.40

Personal Copy of Sundar Narayanaswamy

In Focus

Personal Copy of Sundar Narayanaswamy

Mutual Funds

Childs Education: Sowing For A Good Harvest


Hemant Rustagi
CEO, Wiseinvest Advisors Pvt Ltd

Hemant Rustagi
CEO, Wiseinvest Advisors Pvt Ltd

nvesting to build a corpus for your childs


education can be one of the most
important goals of your life. After all,
good education can help in laying a solid
foundation for success throughout your
childs life. One such important goal is
getting a right plan for your child.
The problem, however, is that many parents,
despite their earnest desire to provide the best
education to their children, often fail to do
enough to ensure this. It is important for
every parent to remember that a major factor
that can come between their dream and
reality is the escalating cost of education. It is,
therefore, necessary to plan for an important
goal like this and start the process of
investment as soon as possible, preferably as
soon as the child is born.
A major chunk of the parents savings goes
into paying for their childs education.
Studying in a decent school means shelling
out a lot of money. Higher education abroad
or MBA from well-known institute means
exhaustion of the limited savings.

There are parents who make on and off


investments towards this goal, but often face
the dilemma of how to save enough and that
too without compromising other financial
goals. Therefore, it is necessary to plan when
it comes to securing the future of your child.
Heres what you can do to ensure that there is
no gap between what you may need for your

22

DSIJ.in NOV 3 - 16, 2014

childs education and what you accumulate


over time for it:
 Begin by establishing how much money
you are likely to require for your childs
education. Be sure to consider cost
escalation over the years.
 Decide on the type of investments. If you
begin early, investing in an asset class like
equity can help you earn positive real rate
of return. In other words, avoid
low-interest yielding traditional
instruments like bank deposits, small
savings schemes, debentures and bonds.
However, if you are a late starter, either
these instruments or a fund investing in
them will have a role to play in your
portfolio.
 Monitor your portfolio on a regular basis.
Even though you might not need the
money for 12-15 years or so, it is
necessary to make sure that your
investments remain on track through
your time horizon. Do not hesitate to
realign your portfolio when necessary.
 Doing so, would allow you to invest
wisely and build a good corpus. It is also
essential to know the time frames when
you need to get the returns.
 Begin to shift your investments as your
child approaches college-age. This will
ensure that you wont lose any of the
money that you have worked so hard to
save and make it grow.
Mutual funds provide an excellent vehicle for
investing for your childs education as they
offer diversification, flexibility, tax efficiency,
variety and simplicity. However, it is
important to choose the right fund. Before
deciding, you must work out your asset
allocation i.e. mix of equity and debt. The
asset mix will largely depend upon when you
begin investing for investment process. If you

start investing in between the time your child


is born and till he attains the age of five years,
you will have the maximum time to grow for
this objective.
If your child is in the age group of 6 to 12
years, it would be prudent to have a mix of
equity and debt, albeit with a bias towards
equity. Therefore, the ideal option for this age
group would be balanced funds. If your child
is in the age group of 13 to 18 years, the right
strategy would be to invest in funds that are
least volatile. Investing regularly through a
Systematic Investment Plan (SIP) is an ideal
investment strategy for a long-term goal
like a childs education. It is a proven fact
that a steady plan, both in terms of
savings and investments, help pursue
financial goals.
Here are some important things to remember
before you establish your regular investment
process:
 Ascertain how much you need to invest to
achieve your target. For example, if your
goal is to accumulate a corpus of `25 lacs
after 15 years, assuming an annualized
return of 12 percent from an equity fund,
you need to invest `5500 per month.
 Continue investing irrespective of
whether the market falls or rises as it will
help you in benefiting from averaging.
 Remember the objective for which you
are investing throughout the period. This
will enable you to remain focused on this
very important goal of your life.
 For those who may like to opt for a
readymade solution, there are established
dedicated funds for children. Through
these funds, one has an option of
investing in a ready-made equityoriented or a debt-oriented portfolio.
DS

Personal Copy of Sundar Narayanaswamy

Databank

Updated Information

Key To

Subscribers can access the complete databank consisting of


more than 3500 companies on our website www.DSIJ.in

Databank
Updated Information

3.8 1406 7996.1 327.5 1406Q 7996.1


5.3 1406 1680.0 271.0 1406Q 1680.0

0.3
0.1

40.2 1406 478.1


15.7 1406 85.8

25.6 1406Q 478.1


7.5 1406Q 85.8

0.0
0.0
0.0
0.0
0.3
0.3

31.5
33.8
37.7
19.9
16.4
18.5

1406 99.7
9.7 1406Q 99.7
1409 5963.1 590.9 1409H 11215.5
1409 6915.3 763.4 1409H 13952.2
1409
1.7 47.6 1409H
3.1
1406 35.4
1.0 1406Q 35.4
1406 2305.4 72.3 1406Q 2305.4

0.1
1.3
1.9
0.0
0.8
0.2
0.2
2.0
0.0
8.6
0.0
0.5
0.4

27.0
9.4
9.4
10.2
-31.0
4.5
17.0
16.1
14.1
4.2
13.1
4.9
19.0

1406
1406
1406
1409
1406
1406
1406
1409
1406
1406
1409
1406
1406

1029.0 106.0 1406Q 1029.0


1064.4 86.1 1406N 2957.5
798.6 63.4 1406N 2211.3
127.4
6.3 1409H 228.1
90.5 -17.1 1406Q 90.5
187.6
5.7 1406N 496.2
113.5 14.7 1406Q 113.5
173.2
2.2 1409H 326.0
2394.4 306.7 1406H 4844.8
80.8
0.5 1406Q 80.8
1763.3 125.8 1409H 3674.0
320.0 12.7 1406H 599.8
178.9
8.1 1406Q 178.9

-0.3
-

28
10.5
17 -217.7
-89 -2694.9
-1 -124.1

37
8

327.5
271.0

77
35

25.6
7.5

16
9.7
11 1330.9
17 1326.1
64
48.6
-4
1.0
31
72.3

15
418
467
66
-19
-5
-11
24
7
6
20
1
18

106.0
249.0
186.1
10.3
-17.1
14.4
14.7
3.5
633.0
0.5
311.1
18.9
8.1

631
-

345 75.00 0 0.00


9.0
39 50.99 0 9.04 128.3
-25 8.54 0 10.02 245.6
-345 53.47 29 0.85 140.0

87
2643
162
777

62.25
232.70
2.00
14.52

93/9 234
358/204 10084
6/2 8800
22/11 2288

16
4.3
-

30655
15335

148.45
59.50

22
199/97 55859 24.2
69/32 11286 20.3

5.4
19.7

1389
258

1529.00
66.75

17
1743/218 1428 17.1
99/9 245 15.4

-31 36.98
70 80.93

0 41.31 328.7
0 13.30 67.1

80 44.35 18
71 52.46 0

0.40
0.01

26
376.85
447/115 808 24.3
2496.10 2510/1796 71791 24.1
3115.95 3120/1907 62104 25.9
924.50
941/383 1042 20.5
25.50
37/14 169 11.9
255.05
264/47 12510 43.0

124
-15
29
9
126
39

55.07
50.01
39.91
50.99
93.73
57.39

0
0
0
0
0
0

3.86
4.7
25.64 71.5
42.77 62.7
10.46
9.7
3.96
8.9
23.46 111.0

854
72229
62222
1057
218
12117

8
404
559
69
-74
18
-34
22
24
1040
12
-3
33

52.06
48.98
71.22
53.50
27.06
71.03
67.88
74.34
71.17
64.72
45.99
74.98
69.95

1
0
0
0
0
0
0
0
0
0
0
0
0

26.89
41.69
9.41
1.54
3.43
11.39
4.58
0.17
18.92
0.00
34.78
13.24
5.95

10739
628.70
674/301
3640
165.20
272/62
2617
94.15
138/55
362
563.60
598/175
110
88.85
121/62
993
657.05
720/206
1059
148.10
174/38
92
29.40
35/12
46876 14929.20 15350/8466
134
104.95
117/36
13243
155.80
183/99
1669
300.00
325/167
816
682.30
725/194

23.1
23.6
18.1
11.7
16.6
8.2
11.3
22.2
27.8
2.2
77.5
17.9
4.4

Trailing P/E Ratio

446/39 1026
652/110 694
133/45 104
373/70 462

Entprise Value

413.55
435.00
88.00
372.00

52-Week
High/Low

1024
694
104
462

0
0
0
0

(22/10/14)

0.3
0.9
18.2
0.3

20.37
21.92
68.92
25.62

CMP (`)

0.00
0.00
7.52
0.00

-33
-

Pledged (%)

Market Cap
(` Cr)

1406 99.0 10.5 1406Q 99.0


1406 4685.6 -217.7 1406Q 4685.6
1312
0.0 -822.4 1312N
0.0
1406 1691.0 -124.1 1406Q 1691.0

-6
-

Prom. Stake (%)

5.5
-

No. of Shareholder
(in 000)

0.7
0.0

-65.1
164.6
31.9
95.3

-0.3 1406Q
-

MARKET RELATED DATA

Inst. Stake (%)

0.0
0.0
0.0
0.0

5.5
-

NP Growth (%)

4.2
4.3
-0.3 1406
0.1
-

NP (` Cr)

0.1
0.0
0.0
0.0

SHAREHOLDINGS

YEAR TO DATE
Sales Growth (%)

RONW (%)

1 AGRO - OTHERS
IND. COMPOSITE
94
839
39
Eco Friendly Food Pr
10 1403 24.8* 13
3
1.4
0.5
HPC Biosciences Ltd.
10 1403
16.0 18
3
1.2
0.8
Jubilant Industries
10 1403
11.8 222
27
-0.9 -0.8
Kanak Krishi
10 U1403
12.4 10
1
0.0
0.0
2 AIRLINES
IND. COMPOSITE
1472
24439 -8967
Global Vectra Helico
10 1403
14.0 -6 332
5.5
3.9
Jet Airways
10 1403 113.6 -196 17302 -3667.8 -322.9
Kingfisher Airlines
10 1303 808.7 -167 501 -4301.1 -53.2
Spicejet Ltd.
10 1403 535.3 -20 6304 -1003.2 -18.7
3 ALUMINIUM
IND. COMPOSITE
1495
34632 2056
Hindalco Indus.
1 1403 206.5* 178 27851 1413.3
6.8 1.00
National Alumini
5 1403 1288.6 47 6781 642.4
2.5 1.50
4 AQUACULTURE
IND. COMPOSITE
48
1360
83
Avanti Feeds Lim
10 1403
9.1 191 1132 69.8 76.8 15.00
Waterbase Ltd.
10 1403
38.6 22 228 13.6
3.5
5 AUTO - 2 & 3 WHEELERS
IND. COMPOSITE
485
53997 5705
Atul Auto Ltd
5 1403 11.3* 42 430 29.8 13.2 3.75
*Bajaj Auto Ltd.
10 1403 289.4 332 20150 3243.3 112.1 50.00
*Hero MotoCorp
2 1403
39.9 280 25275 2109.1 105.6 65.05
Maha. Scooters
10 1403
11.4 209
4 47.6 41.6 25.00
Scooters India
10 1403
85.4 10 176 13.6
1.6
TVS Motor Co. Ltd.
1 1403
47.5 30 7962 261.6
5.5 1.40
6 AUTO - ANCILLARIES
IND. COMPOSITE
1014
60269 4118
Amara Raja Batt.
1 1403
17.1 80 3437 367.4 21.5 3.23
Amtek Auto Ltd.
2 1309
44.1 218 3019 450.7 16.4 0.50
Amtek India Ltd.
2 1309 55.6* 80 2298 210.3
6.1 0.10
*AutoCorpn of Goa
10 1403
6.4 266 303 17.5 27.2 15.00
Autoline Industries
10 1403 12.3* 144 397 -55.2 -44.7
Automotive Axles
10 1309
15.1 186 643 12.7
8.4 2.00
Banco Products
2 1403
14.3 55 447 66.4
9.3 2.00
Bharat Seats
2 1403
6.3 13 560
6.7
2.1 0.80
Bosch Ltd.
10 1312
31.4 2005 8820 884.7 281.8 55.00
Enkei Wheels (India)
5 1403
6.4 10 320
0.5
0.4
*Exide Inds.
1 1403
85.0 44 5964 487.1
5.7 1.80
Federal-Mogul Goetze 10 1312
55.6 75 1137 20.6
3.7
FIEM Industries
10 1403
12.0 165 718 37.4 31.3 6.00

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Data powered by: Dion Global Solutions Ltd.,


Bangalore. Tel:080 - 40467500. For more details visit www.dionglobal.com

Sales
(` Cr)







NoShold: Indicates the Number of Share Holders of the company. (In Thousands)
Market Cap: Current market price multiply no.of equity shares.
Price: Current Market Price.
52 Week H/L: High/Low range is taken for the market prices during the 52 week H/L.
Enterprise Value : Current Market Cap Plus Debt Minus Cash and Bank Balances.
Trail.P/E Ratio: Current market price to Trailing 12 months EPS.
Ticker: BSE Scrip Code
U: Unaudited.
Companies with an () following their equity capital have increased their capital after the
last financial year.
 Companies with an (*) Before the name of the Company, indicates new addition/
updation/correction made during the fortnight.
 CB: Cum-Bonus XB: Ex-Bonus.
 EX: Ex-Rights wherever the price is indicated a Ex-bonus or Ex-rights, the
corresponding figures for equity. Reserves, Book value and EPS are adjusted
as per the bonus or the Rights ratio.
Notes: (A) The Profit figure reflects the performance of the current year. We have
made the necessary adjustments for the prior years entries in P/L .A/c to reflect the
true performance of the current year. Thus our figures may not be comparable with those
published elsewhere unless they represent the same thing. (B) Source of information is
Company press releases and Annual Reports.

Year / Months














NP
(` Cr)




Sales
(` Cr)







Face Value: Actual cost of the stock assigned by the security issuer and shown in the certificate.
Year: First two digits shows Year while last two digits show month of calender, eg. 1103 shows
March2011 results.
CEqt.: Current paid up capital of the company.
B.V: Book Value Per Share: Equity capital plus reserves to the number of equity shares.
Sales: Sales figures includes Excise duty.
NP: Net Profit : Profit after tax but before investment allowance reserves.
EPS: Earnings Per Share: Ratio of net profit less preference dividend to the number of equity
shares (Annualised).
Div (Rs.): Indicates the dividend per share.
D/E Ratio : A measure of a companys financial leverage calculated by dividing its total
Debt by stockholders equity.
RONW (%): Net Profit Divided by Total NetWorth.
Latest Quarter: Indicates the recent quarterly filing of the company with the stock
exchange.
YearToDate : Latest Results (qtr,half or Nine) of the company.
Sales Growth % : Indicates the % growth of sales on year-on-year basis.
NP Growth % : Indicates the % growth of Net profit (NP) on year-on-yearbasis.
Promoter Holding: Indicates the % of equity holding with the promoters of the company.
Promoters pledged shares % :Indicates the % of shares Pledged by promoters.
Institutional Holding: Indicates the % of equity holdings in the company held by Financial
Institutions, Banks,Insurance companies,MFs and FIIs.

Latest Qtr. Year




NOV 3 - 16, 2014 DSIJ.in

10529
9029
6182
361
257
1034
1145
174
45566
216
13123
1865
902

23

35
28.6
12.1
10.9
16.7
66.8
18.0
12.6
46.6
25.4
83.6
20.7

Updated Information

24

Trailing P/E Ratio

Entprise Value

No. of Shareholder
(in 000)

25.3 10.00

1.2

7.2 1406Q 207.4

-3

7.2

48868
16 9943
303 1702
930 2022
191 881
60 34319

738
29.4
0.1
278.6 102.8 30.00
77.7 59.0 3.00
17.4 12.0 3.00
334.5
1.0 2.00

0.9
0.0
0.0
0.0
0.8

2477.8 -48.0 1406Q 2477.8


746.2 133.2 1406H 1381.9
598.8 25.7 1409H 1143.9
338.6 23.4 1406Q 338.6
7704.8 393.6 1406Q 7704.8

5
93
17
19
-15

-48.0
293.9
45.1
23.4
393.6

66
96
9
129
-44

6994
150 6292
4
78
361 624

415
244.9
87.2
82.9

13.3 1.80 0.2


0.7
- 21.5
96.0 15.00 0.0

13.3 1406 1129.1


18.2 1406 13.0
26.6 1406 156.2

34.1 1406Q 1129.1


-23.3 1406Q 13.0
19.6 1406Q 156.2

-4
13
5

34.1
-23.3
19.6

-41 41.96
40 90.00
7 53.84

0 10.56
0 0.04
0 11.85

97.0
23.0
8.8

1999
3564
1252

163.05
29.60
1449.25

5394
107 141
359 146
595 1430
38
87
24 594
242 2275
56 720

386
4.6
3.9
121.8
6.2
38.2
166.7
44.8

4.0
10.1
73.3
6.6
3.9
31.6
6.6

2.00
7.00
6.00
3.00
1.10
7.50
6.50

0.5
0.0
0.0
0.5
1.1
0.0
0.0

3.8
2.8
12.3
17.2
16.1
13.1
11.7

1406
1406
1406
1409
1406
1409
1406

0.9
0.4
40.7
3.1
13.1
58.6
25.9

0
0
0
0
0
0
0

38
125.10
144/46 202 27.3
324.95
385/182 119 30.6
2825.05 3039/1260 4457 32.1
133.35
134/28 138 13.8
126.65
138/31 1479 27.7
1119.50 1248/553 5528 28.1
392.45
483/152 2652 45.5

16927 -4751
98 289 21.5 18.4
121 496
4.3
1.9
69 936 -45.2 -9.8
24 170
3.4
0.9
14
26
2.4
0.7
59 1452 71.3
5.4
39 190 20.3
7.4
44 616 48.6
3.9
62 4236 225.6
8.5
262 8517 -5102.8 -351.1

2.50
0.80
1.50
0.80
0.90
-

0.2
18.8
0.6
1.5
0.6 -14.2
1.1
3.9
0.0
5.2
1.1
9.1
0.1
18.9
1.3
8.9
0.7
13.8
1.2 -133.8

1409
1406
1406
1406
1409
1406
1406
1406
1406
1406

299

818
818

DSIJ.in NOV 3 - 16, 2014

15
15.0

8.4 1406 207.4

0.7
33.9
6.3
6.3
1.7

1406
1406
1409
1406
1406

40.5
35.6
391.7
27.6
156.7
612.8
228.2

38 32.33 39 14.41 132.1


-6 25.77 8 56.49 156.8
21 56.20 0 36.22 101.2

-16 74.98

0.00

1.5

52-Week
High/Low

-15.7
881.8
762.3

(22/10/14)

-91
2
11

42.4
4.0
3.8
11.3
6.3
7.1
16.8
10.9
7.2
7.2
4.9
17.5
0.3
3.7
49.6
11.4
9.9
11.7
21.0
24.7
5.9
5.7
3.9
39.1
7.4
6.6
6.7
53.5
11.3
59.9
15.8
38.8
7.2
8.5
17.9
5.8
17.0
16.5
7.0
7.7

CMP (`)

13.3 1406
8.8 -15.7 1406Q
8.8
22.4 1406 10261.9 881.8 1406Q 10261.9
13.3 1406 11369.6 762.3 1406Q 11369.6

54.63 0 6.30
66.35 0 8.69
55.51 0 0.02
74.97 0 0.01
66.38 0 0.30
74.99 0 0.00
44.03 9 0.80
58.56 0 0.04
61.98 0 0.01
71.73 0 18.28
55.67 0 14.74
73.65 0 0.49
53.93 0 14.77
70.90 0 2.89
65.59 10 22.45
74.80 0 0.30
65.01 0 1.33
56.24 0 0.02
70.11 0 2.01
40.18 0 9.18
57.78 0 0.00
65.62 0 9.74
54.63 0 1.73
50.10 52 0.81
66.87 0 0.02
63.01 36 4.08
74.79 0 0.06
52.61 0 1.45
57.15 6 0.61
40.00 0 1.23
74.99 0 14.06
49.53 0 20.67
66.04 0 0.56
51.83 0 6.26
51.48 0 2.39
50.50 0 0.00
70.27 2 0.35
74.99 0 11.51
74.99 0 5.61
73.66 0 0.07

Market Cap
(` Cr)

NP Growth (%)

Inst. Stake (%)

NP (` Cr)

0.0
0.2
0.1

Sales
(` Cr)

-0.3
60.5 14.00
92.1 12.00

84392 6538
-1 183
-3.1
271 40509 3758.3
694 43701 2783.0

Year / Months

58
-20
-33
-3
14
-42
-74
50
457
3964
428
693
401
236
37
0
-3
-85
-65
-86
231
1
100
74
51
9
-17
129
0
13
53
29
-106
15
-44
217
64
-4
15
-24

1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1409
1406
1406

NP
(` Cr)

13.7
1.6
2.9
5.2
5.7
0.7
5.2
19.0
13.6
3.6
21.8
5.0
6.6
12.6
110.4
11.3
19.0
0.1
6.5
6.1
3.6
5.3
-0.1
-0.7
7.6
4.5
8.0
1.0
6.2
3.3
23.3
38.1
-5.7
10.2
1.8
3.9
3.1
61.9
7.8
9.4

42.6
3.0 0.85
4.7
6.0 1.50
15.9
8.5 2.50
17.2 34.9 2.00
19.7 17.4 9.00
4.0
6.8
14.3
3.6 1.00
16.5
7.6 1.25
24.3
6.0 1.50
7.1
1.4
15.0 11.0 6.00
7.7
8.2 3.50
21.8 10.4
27.1 17.1 3.00
535.1
6.1 2.50
47.7
9.5 2.50
69.7 17.4 3.50
-6.3 -2.9
90.2 32.2 16.00
67.0
7.1 0.80
16.8 16.0 5.50
17.2 21.7 7.50
-29.1 -56.5
2.6
0.2 0.10
10.7 10.9
23.2
8.7
28.4 28.4 4.50
51.7
2.6 0.80
24.3 16.0 1.50
20.3
3.4 0.70
53.7 26.5 19.25
120.9
5.8 1.70
-5.2 -13.3
47.7
4.0 0.95
15.8 12.8 1.20
2.9 29.4 8.00
8.2
3.7 1.00
117.5 61.9 5.00
28.4 23.6 8.20
14.1 15.5 7.00

Sales
(` Cr)

19
-8
25
-3
24
-11
6
13
52
80
16
2
16
22
14
19
9
5
-55
11
14
10
15
-21
25
49
16
12
12
2
12
11
-6
22
-3
13
16
21
9
-2

Div (`)

352.4 13.7 1406Q 352.4


62.9
1.6 1406Q 62.9
109.0
2.9 1406Q 109.0
34.0
5.2 1406Q 34.0
69.4
5.7 1406Q 69.4
5.1
0.7 1406Q
5.1
210.1
5.2 1406Q 210.1
345.3 12.2 1409H 655.2
169.5 13.6 1406Q 169.5
121.6
3.6 1406Q 121.6
121.9 21.8 1406Q 121.9
275.0
5.0 1406Q 275.0
156.2
6.6 1406Q 156.2
304.6 12.6 1406Q 304.6
1225.1 110.4 1406Q 1225.1
232.1 11.3 1406Q 232.1
436.3 19.0 1406Q 436.3
253.3
0.1 1406Q 253.3
56.1
6.5 1406Q 56.1
231.2
6.1 1406Q 231.2
176.5
3.6 1406Q 176.5
100.0
1.7 1409H 201.6
71.8
-0.1 1406Q 71.8
204.1
-0.7 1406Q 204.1
64.1
4.2 1409H 125.0
95.4
4.5 1406Q 95.4
114.5
8.0 1406Q 114.5
259.7
1.0 1406Q 259.7
276.3
6.2 1406Q 276.3
286.9
3.3 1406Q 286.9
316.4 23.3 1406Q 316.4
578.6 38.1 1406Q 578.6
56.1
-5.7 1406Q 56.1
117.4 10.2 1406Q 117.4
74.2
1.8 1406Q 74.2
44.6
2.3 1409H 86.3
127.3
3.1 1406Q 127.3
323.0 31.3 1409H 646.6
488.8
7.8 1406Q 488.8
82.6
9.4 1406Q 82.6

1287
250
361
138
263
21
716
1212
566
286
477
1117
617
1108
4525
816
1598
975
371
891
727
384
266
930
206
329
399
1043
1064
1171
1197
2022
247
482
294
161
466
1111
1823
291

EPS (`)

14.9
10.6
9.0
3.3
9.1
2.7
7.8
9.6
15.1
4.7
14.5
4.4
7.4
8.2
28.1
25.6
19.6
-3.0
60.6
20.9
12.0
15.3
-46.2
0.8
14.2
11.9
17.6
19.4
6.7
6.7
15.6
15.6
-6.0
23.9
13.8
6.0
2.7
15.6
7.8
6.3

20
56
94
1064
190
254
46
80
40
30
76
185
140
208
22
37
89
98
53
34
133
142
122
24
77
73
161
13
240
50
170
37
220
17
92
485
138
398
302
249

NP (` Cr)

RONW (%)

Pledged (%)

MARKET RELATED DATA

DERatio

Prom. Stake (%)

SHAREHOLDINGS

YEAR TO DATE
Sales Growth (%)

LATEST QTR.

0.2
0.5
0.1
0.0
0.0
0.0
0.4
0.8
1.1
1.0
0.4
0.6
0.4
0.4
0.3
0.3
0.0
0.6
0.3
0.1
1.0
0.6
1.6
0.6
0.5
0.8
0.6
0.8
1.8
1.1
0.9
0.8
0.5
0.6
0.9
1.0
0.7
0.0
0.7
0.1

Sales (` Cr)

Gabriel India
1 1403
14.4
Harita Seating Syst.
10 1403
7.8
Hi Tech Gears
10 1403
18.8
Hind. Composites
10 1403
4.9
India Nippon Ele
10 1403
11.3
IST Ltd.
10 1403
5.8
Jamna Auto Inds.
10 1403
39.5
Jay Bharat Marut
5 1403
10.8
JBM Auto
5 1403 20.4*
JMT Auto Ltd.
10 1403 50.4*
Lumax Auto Technolog 10 1403
13.6
Lumax Inds.
10 1403
9.3
Minda Corporation
10 U1403
20.9
*Minda Industries
10 1403
15.9
MothersonSumiSystems 1 1403
88.2
Munjal Auto Industr.
2 1403
10.0
Munjal Showa Ltd
2 1403
8.0
Omax Auto
10 1403
21.4
Phoenix Lamps
10 1403
28.0
Pricol Ltd.
1 1403
9.4
Rane (Madras)
10 1403
10.5
*Rane Brake Lining Lt 10 1403
7.9
Rane Engine Valve Lt
10 1403
5.2
Rico Auto Inds.
1 1403
13.5
Samkrg Pistons & Rin
10 1403
9.8
Setco Automotive
10 U1403
26.7
Shivam Autotech Ltd.
10 1403
10.0
Sona Koyo Steer.
1 1403
19.9
Steel Strips Wheels
10 1403
15.2
Subros Ltd.
2 1403
12.0
Sundaram Clayton
5 1403
10.1
Sundaram Fasten.
1 1403
21.0
SundaramBrakeLining 10 1403
3.9
Suprajit Enginee
1 1403
12.0
*Talbros Auto.
10 1403
12.3
Triton Valves
10 1403
1.0
Ucal Fuel System
10 1403
22.1
*WABCO India
5 1403
9.5
Wheels India Ltd.
10 1403
12.0
ZF Steering Gear
10 1403
9.1
7 AUTO - CARS & JEEPS
IND. COMPOSITE
566
Hind. Motor
5 1403 104.3
Mahi. & Mahi
5 1403 310.5
Maruti Suzuki India
5 1403 151.0
8 AUTO - DEALERS AND G ENERAL
IND. COMPOSITE
6
Sharda Motor Ind
10 1403
5.9
9 AUTO - LCVS/HCVS
IND. COMPOSITE
983
Ashok Leyland
1 1403 284.6
Eicher Motors
10 1312
27.1
Force Motors
10 1403
13.2
SML Isuzu Ltd.
10 1403
14.5
Tata Motors Ltd.
2 1403 643.7*
10 AUTO - TRACTORS
IND. COMPOSITE
1335
Escorts Ltd.
10 1403 122.6
HMT Ltd.
10 1403 1204.1*
VST Tillers Tr
10 1403
8.6
11 BEARINGS
IND. COMPOSITE
177
ABC Bearings Ltd.
10 1403
11.6
Bimetal Bear.
10 1403
3.8
Fag Bearings Ind
10 1312
16.6
Menon Bearings L
5 1403
4.7
NRB Bearings Lim
2 1403
19.4
SKF India
10 1312
52.7
Timken India Ltd
10 1403
68.0
12 BEVERAGES
IND. COMPOSITE
503
*G M Breweries Ltd.
10 1403 11.7*
*Globus Spirits Ltd.
10 1403
23.0
Jagatjit Ind.
10 1403
46.1
Khoday India
10 U1403
37.6
Mount Everest Mi
10 1403
34.0
Radico Khaitan Ltd.
2 1403
26.6
*Som Distilleries
10 1403
27.5
*Tilak Nagar Ind
10 1403 124.6
United Breweries Ltd
1 1403
26.4
*United Spirits Ltd.
10 1403 145.3

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Latest Qtr. Year

Databank

Personal Copy of Sundar Narayanaswamy

1128
78.55
87/19 1180 23.7
94
120.85
147/69 116 22.1
358
190.55
243/66 376 24.7
340
691.00
800/305 345 20.0
391
346.00
393/154 380 19.2
204
349.55
356/182 200 58.1
545
137.85
178/51 604
362
167.00
167/41 491 15.8
1142 279.90XB
309/14 1302 32.2
624 123.85XB
188/27 759 59.1
328
240.75
279/91 357 10.0
332
355.10
448/285 428 27.6
1047
500.20
572/164 1120 38.7
806
508.20
565/143 925 22.4
35175
398.85
448/167 35774 62.3
564
112.80
126/32 616 11.8
709
177.30
220/61 694 10.3
102
47.55
61/28 192
372
132.80
178/63 381 4.8
495
52.35
69/17 535 17.1
508
482.85
486/119 640 21.9
226
285.55
352/103 285 13.1
255
495.00
515/94 352
480
35.50
37/6 688
158
160.55
182/38 191 11.9
489
183.15
220/62 625 20.7
325
325.20
338/106 413 11.5
1094
55.05
65/12 1301 19.5
432
283.90
345/112 1044 17.7
398
66.35
75/23 722 19.3
3225 1594.00 1710/278 3519 52.2
3155
150.15
173/34 3744 24.4
108
275.30
340/131 145
1404
116.95
134/32 1515 28.6
125
101.20
118/33 222 8.7
97
981.10
981/277 147 17.5
177
79.85
100/39 382 18.7
7103 3744.95 4050/1640 6948 61.8
1050
872.55
985/427 1305 35.7
659
726.85
785/224 658 58.9

189
78301
96113

351

27
9.04
13/7 207
1260.70 1421/847 79096 21.1
3181.70 3188/1484 97168 33.0

590.40

620/240

23
548 25.8

292
38.81 13 34.62 295.1 12650
44.45
46/15 16522
54.98 0 24.48 33.5 32166 11868.10 12373/3852 32151 74.8
56.53 0 5.99
9.0
1708 1296.45 1463/272 1513 20.9
43.96 0 21.47 11.7
1366
943.60
968/220 1324 44.6
34.33 7 37.05 357.4 167194
519.45
545/331 181483
-

1406Q
1406Q
1406H
1409H
1406Q
1409N
1406Q

40.5
35.6
792.4
51.5
156.7
1793.6
228.2

7
1
22
21
19
7
34

0.9
0.4
75.4
5.3
13.1
161.9
25.9

254
116
48
129
90
37
114

38.68
74.87
51.32
74.67
58.90
53.58
75.00

2.68
0.00
31.66
0.00
28.05
31.84
10.98

8.2
7.1
8.4
5.5
9.4
22.9
52.4

144
124
4694
125
1228
5903
2669

75.1
2.3 1409H
141.0
2.1 1406Q
241.7
0.9 1406Q
29.7
-5.4 1406Q
6.7
0.3 1409H
369.9 16.6 1406Q
70.5
6.2 1406Q
159.8 29.8 1406Q
1444.6 128.8 1406Q
1923.9 -55.6 1406Q

150.7
141.0
241.7
29.7
14.2
369.9
70.5
159.8
1444.6
1923.9

10
1
1
-7
7
4
-11
12
6
-13

6.9
2.1
0.9
-5.4
1.9
16.6
6.2
29.8
128.8
-55.6

-38
-77
124
-18
59
-26
-17
87
7
-147

74.43 1 0.04
67.25 0 8.92
34.01 0 0.00
89.54 0 0.00
50.24 0 1.54
40.46 22 30.03
22.65 0 0.00
55.05 68 17.46
74.82 26 19.60
32.96 7 11.01

7.9
12.5
4.0
15.2
8.3
32.9
6.6
32.3
35.8
65.6

115
171
223
251
380
1155
592
506
17928
37657

16
167/90 2188 12.9
59/25 3605
1998/475 1230 14.9

98.05XB
150/65
74.25
109/65
48.30
56/40
66.65
74/42
111.75
130/99
86.80
172/75
215.15
320/190
40.60
68/40
678.05 1005/601
2591.20 2941/2226

51
133 6.7
254
397
343
380
1969 17.7
592 31.1
1201 8.1
18802 76.8
41818
-

Personal Copy of Sundar Narayanaswamy

SHAREHOLDINGS

32.13
49.39
61.00
52.55
69.98

0 16.33
0 1.04
0 0.00
0 4.17
0 0.00

18.7
24.4
62.8
11.4
0.3

673
255
107
125
117

123.15
33.05
124.70
54.10
64.00

9
139/40 1854 5.9
40/8 694 18.0
150/51
89 36.3
65/22 423
75/51 140
-

355
26.0
2.6
19.2
207.7
28.0
50.2
0.7
20.9

1.7
0.4
6.4
13.6
2.8
1.3
0.4
17.6

0.25
0.30
1.00
1.60
0.30
0.60
2.00

0.3
0.5
0.6
0.1
0.7
1.0
0.3
0.8

7.3
1.3
24.7
18.8
12.6
4.1
1.2
8.6

1406
1406
1406
1406
1406
1406
1406
1406

6.0
0.8
4.2
34.7
8.9
9.5
0.7
5.6

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

73.6
62.7
72.6
572.0
295.4
564.4
3.8
121.8

32
3
69
3
61
-26
-30
108

6.0
0.8
4.2
34.7
8.9
9.5
0.7
5.6

17
7
1681
2
20
-58
687
233

30.69 0 0.19 14.1


73.10 0 2.34 12.2
66.35 6 0.00 28.0
35.85 0 21.13 42.4
34.03 61 13.70
7.0
54.70 0 9.62 130.7
73.76 0 0.62
8.5
43.51 0 9.43
5.4

263
113
224
3403
545
2762
89
569

17.35
17.70
74.60
222.50
55.25XB
70.10
43.00
480.00

22
25/13 366 9.8
23/9 182
83/12 264 9.7
247/57 3465 16.3
79/8 650 18.5
76/19 3961
57/13 109
585/132 744 18.6

-46
40.4 39.3
-86.6 -25.1

7.00
-

0.4
2.0

19.8 1406 67.8


-17.2 1406 610.4

9.9 1406Q 67.8


1.1 1406Q 610.4

12
16

9.9
1.1

904
173.3 37.7
285.0 30.2
16.1 14.7
399.9 17.2
100.6
2.8
-204.0 -22.5
63.3
1.0
4.8 13.1
-4.3 -6.1
29.3 24.3
18.0
1.9
22.5
2.6

1.00
6.00
2.50
4.50
0.65
2.50
4.00
0.70

2.1
0.1
0.7
0.5
0.9
0.0
1.6
0.5
2.9
0.7
0.1
0.3

19.1
21.7
14.1
14.8
4.1
117.0
2.9
4.7
-10.0
15.0
1.9
8.4

1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1409
1406

649.5 57.7 1406N 1774.4


460.1 52.7 1406Q 460.1
104.0
3.0 1406Q 104.0
988.1 145.0 1406Q 988.1
458.4 19.8 1406Q 458.4
168.0 -46.2
689.3 13.9 1406Q 689.3
55.3
0.3 1406Q 55.3
100.8
1.3 1406Q 100.8
125.4 13.1 1409H 250.0
94.4
4.6 1409H 193.0
132.4
4.1 1406Q 132.4

486
15
-19
25
-7
-4
1
-1
1
24
-3
-3

148.7
52.7
3.0
145.0
19.8
13.9
0.3
1.3
26.4
11.1
4.1

58.3 30.00
8.4 3.60
-2.7
-10.5
16.9 6.00
0.4
7.2 1.20
-0.6
-1.8
-1.2
13.9 3.00
7.9 2.00
11.4 2.70
0.1 0.10
11.1 3.00
-11.7
17.2 4.00
4.9 1.50
-1.6
0.5 1.00
-14.7
4.0
226.0
-2.5
5.8 1.00
0.1
78.2 9.00

0.0
0.0
2.0
2.4
0.4
0.3
0.9
0.1
1.6
0.7
1.2
1.1
0.0
1.2
0.7
1.4
0.6
0.4
1.6
0.5
0.7
0.3
0.3
0.2
0.9
2.9
0.3

14.0
13.6
-31.5
-31.6
5.1
2.6
2.2
-1.9
-4.9
-0.9
5.5
7.1
5.1
0.3
5.8
-29.3
8.8
12.2
-8.1
4.7
-10.6
12.6
17.0
-18.8
5.5
12.2
12.5

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1409
1406
1409
1406
1406
1406
1406
1406
1409

3059.5
2720.1
0.0
49.9
874.8
20.2
79.0
130.2
410.5
1228.4
803.2
600.4
44.9
135.7
230.3
95.7
473.3
382.7
1337.8
0.0
125.2
164.8
1656.7
116.7
959.1
23.1
5429.3

241.0
408.7
-4.8
-9.7
99.5
0.4
-4.7
8.4
11.9
-3.0
38.0
40.5
3.1
-7.5
13.0
-19.2
12.7
34.9
-19.8
0.1
282.4
15.7
277.0
10.9
36.3
0.5
410.1

5704
1095.8
1294.6
-78.2
-19.3
129.8
2.7
5.0
-2.7
-40.7
-35.9
97.0
93.0
8.8
1.3
29.6
-40.8
97.9
101.0
-81.7
15.3
-25.6
20.7
787.2
-35.5
137.7
2.3
2144.5
99
9.1
2.7
7.1
24.1
-6.0
49.6
12.0

73.6
62.7
72.6
572.0
295.4
564.4
3.8
121.8

66 56.38
102 53.46

0 6.62
0 10.72

13.3
31.0

348
403

337.75
117.00

382
-23
-34
60
3492
177
-90
-0
83
11
-39

64.77 0 19.79
61.65 0 31.99
67.54 0 0.00
46.74 0 31.93
53.00 17 11.87
52.35 0 39.81
68.80 2 2.46
58.56 0 0.00
54.96 0 0.00
59.28 0 7.85
79.30 0 7.52
74.42 0 0.00

8.7
13.8
3.0
57.2
60.4
8.4
42.0
3.1
1.9
8.9
27.0
15.4

1388
8423
177
17674
678
351
634
96
291
569
1760
259

377.65
893.00
161.30
759.05
19.00
48.35
9.92
265.25
410.15
471.15
188.75
29.75

1406H 6086.1
5 639.8
1406H 5371.3
9 928.7
1406Q
0.0 4280
-4.8
1406Q 49.9 -26
-9.7
1406Q 874.8
12
99.5
1406Q 20.2 -20
0.4
1406Q 79.0 -21
-4.7
1406Q 130.2
38
8.4
1406H 813.5
10
59.7
1406Q 1228.4
-1
-3.0
1406Q 803.2
21
38.0
1406Q 600.4
31
40.5
1406Q 44.9 -15
3.1
1406Q 135.7 -19
-7.5
1406Q 230.3
36
13.0
1406Q 95.7
18 -19.2
1409H 1019.6
13
48.9
1406Q 382.7
2
34.9
1409H 2726.5
19
-6.5
1406H
0.0 -100
1.1
1409H 260.4
16 273.8
1406Q 164.8
60
15.7
0
1406H 222.8
15
21.6
1406Q 959.1
-3
36.3
1406Q 23.1
0.5
1409H 11121.4
17 1035.6

-8
14
8
-305
116
-44
-53
261
1138
-118
23
158
-11
-5
-31
-56
5
-7
78
112
4793
478
948
-47
188
11

50.29
50.39
68.79
74.99
62.89
29.88
56.18
43.12
69.38
28.23
66.92
45.93
53.07
47.33
27.40
47.71
74.92
37.50
74.87
40.86
51.96
64.41
64.78
74.99
42.31
89.17
61.69

32.31 102.4
39.67 186.8
2.62 52.5
0.22
7.6
21.17 21.0
0.00 29.7
0.08
3.9
1.89 71.0
11.47 50.4
48.11 88.7
21.68 85.5
29.26 77.8
0.09 41.3
12.47 14.6
2.24 22.5
0.06 35.5
0.54
9.9
33.45 19.8
11.70 92.1
32.12 42.4
7.50
7.6
3.11
7.7
16.69 11.9
0.00 25.8
33.79 20.6
3.72 16.8
25.52 295.8

27717
33548
283
153
3734
96
264
148
1968
3407
3992
4159
86
629
653
127
1792
2696
3863
1628
601
257
29701
306
7548
430
66028

49.49 0
74.76 0
40.99 0
69.92 0
53.91 2
71.02 71
37.55 18

6.0
1.8
9.6
9.9
-0.7
2.3
7.5

2.50
1.00
5.00
2.40
0.25
2.50

0.7
1.5
0.2
1.0
0.8
0.7
0.7

3.1
1.9
1.8
9.4
-1.3
5.6
3.6

1409
1406
1409
1406
1406
1406
1406

246.5
55.8
228.1
196.9
246.8
288.8
312.4

3.4
0.3
14.3
5.6
7.8
35.5
11.2

1409H
1406Q
1409H
1406Q
1406Q
1406Q

634.7
55.8
590.0
196.9
246.8
312.4

27
-44
36
22
11
-5
10

23.0
0.3
45.6
5.6
7.8
11.2

225
-80
1025
35
-28
-18

67
8.0 16.4
14.1
6.3
51.9 41.0
56.2
8.5
116.7 15.4
1.2
0.3
-211.2 -38.6

4.00
5.00
3.00
3.50
-

0.9
20.7
0.9
5.0
0.2
23.2
0.8
5.0
0.1
23.7
0.4
0.4
9.8 -226.7

1406
1406
1409
1406
1406
1406
1406

32.5
176.2
199.6
412.1
511.9
32.1
197.2

3.3
3.3
15.8
15.0
36.3
0.2
-56.9

1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q

32.5
176.2
361.9
412.1
511.9
32.1
197.2

27
12
27
13
18
-9
15

3.3
3.3
29.4
15.0
36.3
0.2
-56.9

26
31
35
153
51
-35
-17

0
0
48
48
0
0
0
6
0
76
0
0
4
0
52
91
0
10
0
18
0
99
0
0
4
0
0

413/97 420
148/38 1406

444/88
1032/375
200/56
934/276
37/13
59/24
20/7
312/98
451/29
531/83
225/38
42/16

3077
8427
251
18890
2651
827
3835
142
365
705
1828
283

Trailing P/E Ratio

7
255
-141
102
-

Entprise Value

Market Cap
(` Cr)

36.5
3.5
-0.4
0.2
-

52-Week
High/Low

No. of Shareholder
(in 000)

40
8
19
6
-

(22/10/14)

Inst. Stake (%)

805.0
392.9
103.4
158.8
-

CMP (`)

Prom. Stake (%)

1406Q
1406Q
1409H
1406Q
-

Pledged (%)

NP Growth (%)

36.5
3.5
-0.7
0.2
-

NP (` Cr)

1406 805.0
1406 392.9
1409 41.2
1406 158.8
-

Sales Growth (%)

11.2
4.3
2.6
-27.1
9.3

Sales
(` Cr)

Year / Months

1.4
1.7
0.0
2.0
0.5

Sales
(` Cr)

0.20
1.50
-

Latest Qtr. Year

86
104.0 19.0
11.6
1.5
4.3
5.0
-40.1 -17.3
6.1
3.3

EPS (`)

NP
(` Cr)

MARKET RELATED DATA

RONW (%)

YEAR TO DATE

DERatio

LATEST QTR.

Div (`)

13 CABLES - POWER/OTHERS
IND. COMPOSITE
120
5219
Diamond Power Infras 10 1403 54.7* 170 2674
KEI Industries
2 1403
15.4 35 1619
*Torrent Cables Ltd.
10 1403
8.6 196 216
Universal Cables
10 1403
23.1 64 616
Veto Switchgears & C
10 1403
18.3 36
94
14 CABLES - TELEPHONE
IND. COMPOSITE
349
7272
Aksh Optifibre
5 1403 75.8* 24 220
Bhagyanagar India Lt
2 1403
12.8 33 236
Birla Ericsson
10 1403
30.0 26 291
Finolex Cables
2 1403
30.6 72 2359
Shilpi Cable Technol
10 1403 98.6* 23 986
Sterlite Technologie
2 1403 78.8* 31 2726
Surana Telecom and P
5 1403
10.4 29
30
Vindhya Telelink
10 1403
11.9 205 424
15 CARBON BLACK
IND. COMPOSITE
45
2539
Oriental Carbon
10 1403
10.3 198 262
Phillips Carbon
10 1403
34.5 146 2277
16 CASTINGS AND FORGINGS
IND. COMPOSITE
988
15496
Ahmednagar Forgi
10 1309
36.8 247 1718
AIA Engineering
2 1403
18.9 139 1783
Alicon Castalloy
5 1403
5.5 104 441
Bharat Forge
2 1403 46.6* 116 3399
Electrosteel Cas
1 1403
35.7 69 2187
Hinduja Foundries Lt
10 U1406
72.7 -24 813
Jayaswal Neco Indust 10 1403 638.6* 34 3161
Kalyani Forge
10 1403
3.6 283 205
KIC Metaliks
10 1403
7.1 61 474
*M M Forgings Ltd.
10 1403
12.1 162 411
Mahindra CIE Auto
10 1403 93.3* 100 387
Nelcast Ltd.
2 1403
17.4 31 515
17 CEMENT
IND. COMPOSITE
3020
76566
ACC
10 1312 187.9* 416 11169
Ambuja Cements Ltd.
2 1312 309.8* 61 9160
Andhra Cement
10 1403 293.5
8
0
Anjani Portland
10 1403
18.4 33 281
Birla Corporation Lt
10 1403
77.0 328 3016
Burnpur Cement Ltd.
10 1403
75.6 14
93
Deccan Cements
10 1403
7.0 328 391
Guj. Sidhee Ceme
10 1403 42.4* 34 410
Heidelberg Cement In 10 1312 226.6 37 1209
India Cements Lt
10 U1403 307.2 132 4497
JK Cement
10 1403
69.9 251 2796
JK Lakshmi Cement L
5 1403
58.8 111 2057
Kakatiya Cement Suga 10 1403
7.8 221 201
KCP Ltd.
1 1403
12.9 28 622
Mangalam Cement
10 1403
26.7 190 697
NCL Industries
10 1403
34.9 40 409
*OCL India Limi
2 1403
11.4 195 1856
Orient Cement Ltd.
1 1403
20.5 40 1438
*Prism Cement Lim
10 1403 503.4 20 4965
Rain Industries
2 1312
67.3 10
71
Sagar Cements
10 1403
17.4 139 489
Saurashtra Cemen
10 1403
51.2 32 531
Shree Cement
10 U1406
34.8 1329 5887
Shree Digvijay
10 1312 141.4 13 332
The Ramco Cements
1 1403
23.8 104 3684
Udaipur Cement Works 4 1403 118.1
1
27
UltraTech Cement
10 1403 274.4* 623 20280
18 CEMENT - PRODUCTS/BUIL DING MATERIALS
IND. COMPOSITE
287
5630
*Everest Industries L
10 1403 15.3* 193 1035
GPT Infraprojects
10 1403
14.5 97 326
HIL
10 1403
7.5 520 869
Indian Hume Pipe
2 1403
4.8 105 790
Ramco Industries
1 1403
8.7 53 669
*Sanghi Industrie
10 1406 220.0 40 1048
Visaka Indus.
10 1403
15.9 210 892
19 CERAMICS/TILES/SANI TAR YWARE
IND. COMPOSITE
179
7898
Acrysil Ltd.
10 1403
4.9* 79 104
Asian Granito India
10 1403
22.6 124 759
Cera Sanitaryware Lt
5 1403
6.3 177 664
HSIL Ltd.
2 1403
13.2 170 1746
Kajaria Ceramics
2 1403
15.1 65 1878
Murudeshwar Cer.
10 1403
40.8 75 145
Nitco Ltd.
10 1403
54.7 17 759

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

9
7.8
28
7.5
31.2
11.8
38.9
5.7
7.8
42.3
13.8
92.2
13.0

30
1474.70 1570/971 27214 26.7
216.60
244/151 31236 23.8
9.65
14/5 766
83.35
95/15 294
484.90
615/207 4312 20.4
12.69
16/7 120
377.65
410/142 426 77.6
34.80
46/12 127
86.85
104/33 3211
110.90
134/46 6156
570.85
597/153 5829 38.3
353.45
369/64 5528 35.3
110.40
145/64
63 10.1
48.80
59/23 1011
244.45
268/95 963 27.4
36.45
41/16 326
315.00
335/130 2325 17.9
131.60
138/34 2942 27.4
76.75
90/23 5387
48.40
60/31 1747
345.55
397/131 774
50.15
66/12 260 7.6
8525.55 8810/4100 30309 37.7
21.65
25/8 309
317.20
362/156 9748 71.8
14.55
25/4 427
2406.30 2868/1635 70624 29.4

8.56
0.00
0.75
2.96
6.28
3.50
3.44

12.0
0.4
15.4
11.1
11.5
8.5
14.9

386
124
477
698
565
1299
183

252.95
85.50
639.45
288.25
65.20
59.05
114.95

47.58 0 0.00
37.51 0 4.20
56.17 0 15.92
51.57 0 31.70
52.09 0 30.67
61.33 0 0.52
69.54 87 3.93

3.9
5.9
8.6
16.1
13.6
11.3
12.7

296
282
2121
2613
4680
91
116

609.30
124.75
1675.75
395.60
619.20
22.20
21.15

30
294/125 578 15.4
278/86 323 83.2
705/238 535 9.8
337/90 930 27.4
85/29 900
66/14 1799 26.2
143/67 403 19.3

715/119
125/22
1848/530
423/79
690/228
27/13
28/12

NOV 3 - 16, 2014 DSIJ.in

327
512
2132
3474
4737
209
1017

25

41
34.2
18.9
35.6
40.0
36.3
-

Updated Information

26

15.5
4.0
6.7
5.5
39.2
6.6
19.8
1.2
13.0
4.6
13.4
8.1
7.7
1.6
6.2
10.3
11.3
11.7
55.7
28.7
0.3
6.2
4.7
32.7
43.4
9.0
5.3
3.3
1.9
8.3
97.5
6.7
3.8
4.2
45.6
26.7
3.3
16.5
7.0
54.5
10.3
2.7

771
44.3
13.8*
10.2*
6.5
43.3
9.5*
5.1
6.7
7.8
7.5
20.9*
7.9
8.1
11.2
6.4
22.7
11.0
4.4*
67.3*
30.8
3.3
9.4
9.4
31.0
62.7
39.3*
7.5
8.9
6.0*
5.7
9.8*
8.9*
20.6
8.1
51.3
12.3
7.4
10.2
5.9
85.7
10.3
11.9

88
34
69
62
289
8
226
74
140
104
31
137
11
54
139
9
230
193
-86
84
1
220
122
163
14
51
121
160
152
359
555
129
66
58
40
15
29
139
114
77
60
60

33312 1574
2633 148.7 16.8 4.50 1.2
152 18.7 13.5 1.50 0.6
446 42.9 21.0 4.00 1.0
610 33.5 10.3 1.00 1.1
4430 127.9 29.5 4.00 0.8
374 19.0
2.0 0.35 1.5
309 20.1 39.2 2.00 0.8
201
3.9
5.9 3.00 0.5
131
-3.9 -5.0 1.00 0.5
108 12.5 16.8 2.50 0.0
1270 38.3
3.7 2.00 1.5
304 31.8 40.1 55.00 0.0
4
0.5
0.6
- 0.0
53
5.8
5.2 0.50 0.0
227 17.8 27.9 24.50 0.1
386 30.8
1.4 0.16 0.4
1141 74.4
6.8 3.50 0.3
325 27.1 30.5 2.50 0.5
211 -176.9 -26.3
- 0.0
1204
3.1
1.0
- 0.7
0
0.0
0.0
- 0.0
507 41.7 44.5
- 0.0
121
8.1
8.6 1.80 0.0
2885 -119.5 -38.6 1.00 3.4
62 -10.3 -1.6
- 0.0
564
3.3
0.8
- 1.8
653 37.3 24.9 3.00 1.1
375
11.3 12.8 5.00 0.1
130 16.3 26.9 5.00 0.0
235 38.6 67.2 15.00 0.0
449 50.7 51.9 16.00 0.1
289
-5.0 -5.5
- 0.4
210 14.6
7.1 1.50 1.1
591 15.4
3.8 1.20 0.1
3878 468.6
9.1 2.70 0.0
417
1.2
1.0
- 14.2
134
-0.4 -0.6
- 2.1
1035
3.6
3.5
- 0.9
241
7.2 12.3 2.50 0.9
4968 415.7
9.7 4.00 0.4
696 86.2 16.7 3.00 0.4
352 13.1 11.0
- 2.8

19.1
39.5
30.6
16.6
10.2
24.8
17.3
8.0
-3.5
16.1
12.0
29.3
5.2
9.7
20.0
15.7
2.9
15.8
30.5
1.2
0.2
20.2
7.0
-23.6
-11.5
1.6
20.5
8.0
17.7
18.7
9.3
-4.3
10.8
6.6
23.0
6.3
-1.9
2.5
10.7
12.6
27.7
18.2

1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406

739.8 41.4 1406Q 739.8


25
43.0
5.2 1406Q 43.0
39
126.9 12.4 1406Q 126.9
22
164.5
9.3 1406Q 164.5
17
1208.3 -19.9 1409H 2655.9
10
88.3
5.5 1406Q 88.3
13
80.5
4.1 1406Q 80.5
18
54.2
2.2 1406Q 54.2
8
19.0
-3.4 1406Q 19.0 -32
24.4
1.4 1406Q 24.4
14
324.7
9.7 1406Q 324.7
24
86.5
9.3 1406H 166.1
9
7.0
-0.1 1406Q
7.0 1376
15.9
1.7 1406Q 15.9
62
65.7
6.3 1406H 129.5
13
90.1
7.3 1406Q 90.1
1
357.6 38.0 1409H 641.2
24
85.2
5.8 1406Q 85.2
3
24.5 -41.0 1406Q 24.5 -61
343.4 10.8 1406Q 343.4
41
0.0
-0.0 1406Q
0.0
29
131.4
3.6 1406Q 131.4
21
26.8
1.0 1406Q 26.8
-2
740.3
1.3 1406Q 740.3
-9
16.0
0.1 1406Q 16.0
2
121.2
1.3 1406Q 121.2 -13
176.6
3.4 1406Q 176.6
9
97.3
3.7 1406Q 97.3
-4
34.5
3.9 1406Q 34.5
11
36.0
2.1 1406Q 36.0 -40
124.2 10.1 1409H 254.3
18
86.2
1.1 1406Q 86.2
9
36.4
3.0 1406Q 36.4 -19
175.9
5.1 1406Q 175.9
31
1212.9 164.3 1406Q 1212.9
20
100.4
0.1 1406Q 100.4
11
30.8
0.0 1406Q 30.8
10
256.2
-1.9 1406Q 256.2
-0
52.1
-2.2 1406Q 52.1
2
1382.5 201.4 1409H 2774.0
6
198.3 24.1 1406Q 198.3
30
83.6
2.2 1406Q 83.6
15

41.4
84 60.86 0 8.94
5.2
84 62.49 0 1.46
12.4
40 74.19 0 0.04
9.3
9 54.33 38 0.00
32.0
-73 73.33 0 6.51
5.5
10 52.78 0 0.12
4.1
531 57.66 0 0.15
2.2
1 68.55 0 0.35
-3.4 -100 55.83 0 0.11
1.4
-17 63.71 0 0.26
9.7
166 56.56 0 6.38
15.4
-17 74.99 0 3.86
-0.1
20 25.10 0 0.00
1.7
8 71.71 0 0.00
10.9
1 74.98 0 0.01
7.3
-17 68.67 0 0.00
55.0
12 69.92 0 4.64
5.8
-14 72.30 0 0.00
-41.0
9 58.77 0 0.02
10.8
265 72.09 0 0.05
-0.0 -2950 27.60 0 0.00
3.6
-34 64.98 0 2.07
1.0
-44 63.06 0 0.03
1.3
105 61.06 1 1.94
0.1
113 73.11 0 0.05
1.3
52 58.69 0 0.80
3.4
-31 65.01 0 0.04
3.7
-5 55.02 0 0.00
3.9
-1 74.99 0 0.00
2.1
-82 70.51 13 0.01
18.6
-28 38.83 16 13.65
1.1
-59 74.48 0 0.10
3.0
-13 66.07 41 16.85
5.1
319 48.67 0 0.17
164.3
1 70.00 0 19.33
0.1
102 46.02 78 3.52
0.0
112 62.35 0 0.00
-1.9
77 43.16 0 0.20
-2.2 -410 38.27 0 10.02
308.3
-0 29.80 12 54.99
24.1
91 71.77 0 7.92
2.2
79 74.99 67 0.00

609
23.4
4.6
100.0
73.4
21.8
20.5
78.7
32.2
254.8

181
132
86
267
110
43
33
18
224

15372
1066
113
2224
1896
340
265
769
9
8690

286.0 14.6
30.9
3.3
592.2 30.7
498.3 48.7
90.7
3.3
76.2
2.5
183.9
9.3
1.8
-1.1
2116.2 169.5

66
15.8
31.6
12.8
3.1
2.3

31
290
220
389
355

2066
828
579
510
76
72

815
49.7
16.4
116.3
185.0
27.3
-9.6
4.8
-11.4
436.1

21.3 1.50
17.9 1.25
11.6 2.00
25.2 4.00
6.2 1.50
-4.7
0.6
-1.8 0.75
17.1 10.00

2.2
0.2
1.4
0.1
0.2
0.5
1.1
0.0
0.5

11.8
13.6
13.5
9.4
5.7
-10.9
1.9
-9.6
7.6

1406
1406
1409
1409
1406
1406
1406
1406
1406

171
78.3
4.9 1.00
67.0 21.2 6.00
38.8 30.2 10.00
-21.2 -69.1
8.4 37.5 7.50

0.2
0.0
0.0
0.6
0.2

15.8
7.3
13.7
-17.8
10.6

1406 179.7
1406 147.2
1406 73.3
1406 11.7
1406 19.8

376
21546
-65
30.3 355 1190 323.6 106.8 22.50
6.7 106 2275
11.6 17.4 1.40
44.6* 74 5731 -191.7 -8.6
208.3 -6 944 -446.7 -28.6
79.9 32 11257 239.8
6.0 0.90
6.0 135 150
-2.1 -0.7 2.00

0.0
3.1
0.5
0.0
0.3
0.0

30.1
16.4
-11.7
330.0
18.9
-0.5

1409
1406
1409
1406
1406
1406

315.4 52.1 1409H


517.1
1.7 1406Q
1192.8 25.5 1409Q
270.7 -189.2 1406H
2679.7 37.3 1406Q
27.2
4.9 1406Q

4.3 -81.5 1406


0.2
0.4 1409
0.0
20.4 1406
0.9
2.0 1406
0.0 111.5 1406
1.6 -154.6 1406
0.0
8.3 1406
0.5
23.7 1406

93.2 -105.2 1406Q


3.2
0.2 1409H
15.4
4.0 1406Q
72.0
1.6 1406Q
65.0 16.2
60.1 -27.7 1406Q
22.1
3.8 1406Q
28.0
2.8 1406Q

5480
580.7*
10.0
10.0
29.8
14.9
28.5
39.9
5.0

213098 48540
9 327 -440.2 -7.6
22
7
0.1
0.1
71
74 14.5 14.5 2.00
41 297
2.5
0.8
54 283 89.6 60.0 49.00
33 305 -145.1 -51.0
71 107 23.4
5.9
83 104
9.9 19.8 2.80

DSIJ.in NOV 3 - 16, 2014

11.3
13.1
-0.3
-1.6
3.1

1406Q
1406Q
1409H
1409H
1406Q
1406Q
1406Q
1406Q
1406Q

286.0
30.9
1152.6
995.4
90.7
76.2
183.9
1.8
2116.2

24
3
7
13
11
25
5
-23
25

14.6
3.3
91.3
105.6
3.3
2.5
9.3
-1.1
169.5

-28
-38
81
24
224
137
155
50
69

56.31 0 10.02 10.4


74.99 0 0.09
5.1
17.59 49 13.82 64.0
46.27 0 6.34 52.8
74.42 0 4.35 11.1
44.26 0 0.11 24.0
49.90 3 22.97 26.2
20.11 0 5.13 36.7
31.05 5 46.39 190.5

1406Q 179.7
1406Q 147.2
1406Q 73.3
1406Q 11.7
1406Q 19.8

-16
16
-39
-30
37

11.3
13.1
-0.3
-1.6
3.1

-48
-5
-102
-3
44

31.90
73.99
67.89
72.57
74.98

630.1
517.1
1192.8
537.3
2679.7
27.2

13
94.0
-10
1.7
-25
25.5
85 -363.7
5
37.3
-25
4.9

93.2
5.7
15.4
72.0
60.1
22.1
28.0

19 -105.2
-64
0.3
2
4.0
18
1.6
14
-23 -27.7
-13
3.8
15
2.8

82.00
316.40

2458
277.50
412 298.75XB
750
367.60
252
77.75
5214 1204.65
566
59.30
178
347.00
182
272.65
85
108.50
101
134.95
730 69.85XB
649
819.25
97
118.90
135
120.40
596
934.00
350
15.45
8077
735.25
191
214.70
164
24.35
175
56.75
396
121.80
325
346.60
90
95.95
368
118.85
118
18.80
236
60.05
196
130.95
124
139.20
112 185.30XB
325
565.20
565
578.70
148
165.45
292
142.10
265
65.75
20921
408.10
141
114.60
172
234.05
101
98.90
131
223.10
14365
335.15
2241
434.40
191
160.25

Trailing P/E Ratio

112
1229

Entprise Value

14.2
4.2

52-Week
High/Low

0.10
8.20

(22/10/14)

Market Cap
(` Cr)

0
0

CMP (`)

No. of Shareholder
(in 000)

-81 74.87
54 56.22

Inst. Stake (%)

0.1
18.6

MARKET RELATED DATA

Pledged (%)

25
25

Prom. Stake (%)

Sales Growth (%)

Sales
(` Cr)

Year / Months

0.1 1406Q 157.2


10.5 1409H 705.2

NP Growth (%)

1.1 1406 157.2


12.7 1409 374.1

NP
(` Cr)

Latest Qtr. Year

0.9
0.6

RONW (%)

0.50
1.50

SHAREHOLDINGS

YEAR TO DATE

NP (` Cr)

1.5
7.2

DERatio

2.0
28.0

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

13.7* 129 585


7.8 57 1258

LATEST QTR.

Div (`)

Orient Bell
10 1403
*Somany Ceramics Ltd. 2 1403
20 CHEMICALS
IND. COMPOSITE
Aarti Ind. Ltd
5 1403
Adi Finechem
10 1403
Alkyl Amines Che
5 1403
Balaji Amines Li
2 1403
BASF India Lt
10 1403
Camlin Fine Sciences
1 1403
Camphor & Allied
10 1403
Chembond Chemica
10 1403
Cochin Minerals
10 1403
Dai Ichi Karkari
10 1403
Deepak Nitrite
2 1403
Elantas Beck India L
10 1312
Excel Castronics
10 1403
Fineotex Chemical Lt
10 1403
Foseco India Lim
10 1312
Grauer & Weil
1 1403
Guj. Fluorochemi
1 1403
Gulshan Polyols Ltd.
5 1403
Hind. Organi
10 1403
I G Petrochemicals L
10 1403
ICVL Chemicals
1 U1403
IFB Agro Indus
10 1403
India Gelatine &
10 1403
India Glycols
10 1403
Insilco Ltd.
10 1403
IOL Chemicals and Ph 10 1403
Jayant Agro Org
5 1403
*Jocil Ltd.
10 1403
Narmada Gelatines Lt 10 1403
National Peroxid
10 1403
*Navin Fluorine Inter
10 1403
Nitta Gelatin India
10 1403
Omkar Speciality Che
10 1403
Panama Petrochem
2 1403
Pidilite Inds.
1 1403
Punjab Chemicals and 10 1403
Sunshield Chemic
10 1403
Thirumalai Chem.
10 1403
Transpek Indus.
10 1403
*UPL
2 1403
Vinati Organics
2 1403
*Vishnu Chemicals
10 1403
21 CHEMICALS - CHLRO A LKALI
IND. COMPOSITE
Aditya Birla Chemica
10 1403
Chemfab Alkalis
5 1403
GHCL
10 1403
Guj. Alkalie & C
10 1403
Kanoria Chemical
5 1403
Punj. Alkalie
10 1403
Sree Rayalaseema Alk 10 1403
Standard Indust
5 1403
Tata Chemicals
10 1403
22 COMPRESSORS
IND. COMPOSITE
Elgi Equipments
1 1403
Ingersoll Rand
10 1403
Kirloskar Pneumatic
10 1403
Revathi Equipment Lt
10 1403
Veljan Denison
10 1403
23 COMPUTER - HARDAWARE
IND. COMPOSITE
*CMC Ltd.
10 1403
Compuage Infocom Ltd 10 1403
HCL Infosystem
2 U1406
Moser Baer India
10 1312
Redington (India) Lt
2 1403
Smartlink Network
2 1403
24 COMPUTER - SOFTWARE
IND. COMPOSITE
3i Infotech
10 1403
8K Miles Software
10 1403
ABM Knowledgeware
10 1403
Accel Frontline
10 1403
Accelya Kale Solut
10 1406
AGC Networks
10 1403
Aptech Ltd.
10 U1403
ASM Technologies Ltd 10 1403

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

104/41 267 81.5


366/75 1326 35.6

307/78
360/40
411/85
99/35
1388/542
73/9
433/108
283/117
136/82
146/39
106/24
945/426
490/108
151/20
1060/410
20/5
763/222
253/59
31/9
88/18
122/2
350/129
127/57
157/83
20/8
64/16
157/69
174/76
238/83
679/377
715/218
191/69
161/84
68/25
422/261
143/38
298/43
122/83
264/85
388/149
464/96
161/29

3387
440
862
468
6254
666
270
202
111
96
1186
638
96
128
576
421
8713
238
366
331
396
280
77
1924
102
538
395
128
102
328
597
199
423
258
20783
384
213
217
187
15349
2318
336

32
14.7
19.6
16.1
7.3
131.5
29.0
7.6
45.9
8.2
16.5
22.8
22.7
33.2
11.9
100.8
7.3
8.5
8.2
12.4
5.5
11.1
6.9
11.3
13.0
20.7
13.8
44.5
31.4
10.4
30.5
34.6
23.0
13.5

16
1507 13.7
119 6.7
2037 5.5
1376 7.1
285 6.0
130
341 9.8
103
12395 20.5

603
96
858
1457
200
92
103
107
10337

257.75
105.10
85.80
198.45
45.75
44.70
13.03
16.70
405.75

343/85
122/61
107/30
237/135
55/23
46/17
19/6
21/10
421/245

20.7
19.5
18.1
4.7
2.0

1947
2534
714
101
119

122.90
802.80
555.55
329.00
530.75

28
147/80 2018 28.7
830/322 2117 38.3
670/337 700 26.5
370/162 173
533/200 131 12.6

-34
-21
1625
-235
-10
20

51.12 0 40.17 26.8


67.82 0 0.00
2.3
58.04 0 12.32 64.7
32.36 100 0.28 124.8
18.33 0 48.01 16.0
74.48 0 0.00 14.9

5622
107
1548
138
3764
234

-28
-90
31
69
46
0
4

6.77 0 54.64 162.3


66.27 0 0.00
1.2
64.93 0 2.27
2.3
89.01 8 0.77
5.9
74.65 0 2.46 17.1
75.00 100 7.02 11.0
47.14 3 9.15 88.2
61.83 0 0.03
4.0

433
734
126
189
1169
190
312
94

0 24.07
0 7.67
0 16.90
0 0.00
0 0.00

17
1855.50 2403/1260 5595 20.4
160.35
160/44 290 9.4
69.45
95/19 2278
6.64
13/3 1720
94.20
120/56 4029 16.0
77.85
92/39 183
-

7.45
730.85
125.60
63.50
783.15
66.65
78.25
188.15

22
14/5 2664
731/66 738 323.7
160/33 111 8.1
80/21 297 60.8
831/542 1159 13.0
91/44 264
113/67 199 13.3
230/62 107 9.4

Personal Copy of Sundar Narayanaswamy

238.9
0.7
56.0
126.8
208.3
7.6
5.0
547.9
176.7
162.4

16.9
0.2
8.7
9.8
6.7
0.7
-3.3
33.8
-15.5
7.4

1870
-39
-38
6
233
522
-148
-3
-792
11

72.60
62.84
63.44
57.12
49.02
73.90
67.13
67.52
71.24
57.66

27
6
0
59
14
0
0
0
60
0

14.90
0.00
16.81
0.03
16.58
0.00
3.27
17.14
8.53
6.90

6.7
36.9
39.0
22.4
43.5
0.8
10.0
10.3
25.5
69.9

238.9
0.7
56.0
126.8
208.3
7.6
5.0
547.9
176.7
162.4

8
-22
-6
24
3
-30
-67
33
-48
5

16.9
0.2
8.7
9.8
6.7
0.7
-3.3
33.8
-15.5
7.4

936
477
1462
172
449
161
1608
2034
288
1454

335/47 529
150/38 355
252/76 237
500/171 1138
17/9
87
28/9 1424
65/41 1669
53/12 110
512/218 4460
96/27 500
125/22 359
1445/895 3950
53/17 105
43/22 2234
404/136 1171
44/19 2801
120/50 201
174/78 853
1775/1034 103932
148/72 451
208/112 5432
737/370 1422
384/240 591
179/30 194
41/1 125
215/111 642
3986/2894 193805
72/8
72
25/7
93
191/140 3568
54/4 134
337/134 582
83/13 170
1246/649 8630
477/365 8267
66/20 845
486/273 2202
274/83 631
4179/2775 20672
20/6 211
1550/732 5131
98/65 2367
278/122 1754
68/29 654
530/106 1446
128/58 4206
830/140 842
197/40 199
353/133 511
60/36
61
138/28 1155
636/130 589
329/220 140
19/6 188
13/7 839
45/29 468
21/3 146
2834/1960 467882
699/193 1839
2542/1467 52209
62/11 134
146/64 6853
11/2 389
0/0
82
622/465 137508
51/9 351
69/3 2601
42/23 1181
286/51 185
685/256 2747

149.10
134.55
49.55
28.95
28.50
39.00
172.85
128.40
14.00
129.50

NOV 3 - 16, 2014 DSIJ.in

198/21
165/46
85/46
36/15
44/17
53/30
187/44
159/42
21/5
161/50

1108
652
2318
591
839
200
1570
2193
737
2064

27

Trailing P/E Ratio

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

477
262.00
334
122.75
246
227.85
1140
497.50
89
11.27
117
10.21
1670
55.00
111
41.70
5041
449.55
439
74.50
302
93.75
4172 1374.40
89
50.65
325
26.50
829
179.90
2642
39.80
198
66.20
853
132.90
106126 1513.20
271
102.45
5580
185.50
1340
648.60
591
287.75
194
155.45
118
1.18
727
181.15
217905 3794.70CB
96
49.95
88
21.20
3249
166.70
133
4.54
598
268.05
180
71.90
8744 1044.55XB
8540
406.35
757
45.85
2224
365.65
703
217.05
26859 3175.80
94
12.09
5187 1296.70
2367
85.45
1858
186.10
698
54.80
1085
446.70
1788
110.85
873
681.20
175
169.60
525
246.05
87
49.15
1287
122.40
616
595.60
138
275.00
188
6.94
149
8.81
472
38.60
163
16.10
480358 2452.40
1888
606.45
55030 2336.75
136
46.35
6490
128.90
389
9.18
87
0.23
143553
581.70
400
35.95
2379
49.95
1113
34.80
210
272.10
2801
604.00

Entprise Value

2.8
6.8
12.5
2.9
9.1
32.9
0.9
10.1
10.3
15.0
19.3
13.5
3.3
138.9
63.9
143.6
3.4
26.1
89.3
21.8
83.5
10.4
10.9
8.5
6.7
22.6
362.2
8.5
3.5
36.7
0.8
17.0
8.0
55.8
30.6
76.5
44.0
14.9
18.0
7.7
23.4
0.7
41.1
11.9
7.0
125.5
13.0
2.1
26.3
1.9
35.9
10.7
0.4
3.8
64.5
14.4
73.6
584.5
56.2
456.3
11.8
11.0
1.5
19.7
216.3
18.7
10.9
87.2
3.9
22.6

52-Week
High/Low

1.63
0.00
2.69
1.53
0.01
6.10
0.00
0.18
49.17
0.31
4.58
37.52
2.05
20.76
18.15
15.06
13.65
4.61
32.70
2.28
17.23
16.15
11.48
0.04
0.40
10.33
57.14
2.59
0.00
45.36
0.00
20.78
0.00
47.13
31.10
24.86
50.85
13.90
14.04
0.00
37.70
0.00
27.07
0.00
6.28
18.49
5.06
1.53
2.56
0.00
5.23
5.67
11.97
1.80
0.10
1.63
0.61
21.61
10.99
50.08
0.01
9.52
0.14
1.23
13.63
0.36
21.80
13.91
0.16
12.79

(22/10/14)

57
0
0
0
0
57
0
0
0
0
0
0
3
87
0
0
4
0
0
42
0
0
0
0
0
0
0
0
0
10
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
15
0
0
0
0
5
0
0
7
77
0
0
2
0
0
0
0
0
45
0
0
17
44
39
0

CMP (`)

35.32
71.12
53.85
54.49
72.67
20.62
30.14
37.69
22.26
72.74
53.30
52.50
68.01
44.78
45.63
56.40
58.85
38.59
61.52
46.02
64.47
68.02
69.64
49.50
25.05
71.51
15.91
9.37
61.79
22.20
27.85
51.76
64.69
15.70
60.48
34.19
30.99
57.46
74.55
74.39
38.94
0.00
29.07
50.58
70.69
50.66
38.50
74.36
36.48
64.30
32.79
53.15
76.72
40.31
3.88
68.35
32.91
73.89
45.01
35.98
48.20
38.76
23.13
46.27
73.42
75.00
39.04
61.71
59.51
48.10

MARKET RELATED DATA


Market Cap
(` Cr)

No. of Shareholder
(in 000)

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

Inst. Stake (%)

9.6
1.8
2.3
9.7
0.8
4.3
7.6
11.1
-17.8
7.1

Pledged (%)

1.0
0.5
0.2
1.2
0.3
0.6
0.0
0.2
0.9
0.5

-49
-10
13
-59
-8
-47
-121
181
-19
-28
-105
-15
-43
-519
58
77
-76
22
30
42
2
12
18
-117
1416
22
33
-79
72
-194
169
-9
1
-10
97
-25
-40
21
-37
-3
-20
-29
94
49
122
49
-18
321
-112
590
-39
-341
-476
-97
2
11
101
-12
-75
131
6
39
5
-100
24
1
-4

NP (` Cr)

1.50
0.24
0.80
0.25
0.50
1.50
2.00

1406Q 62.7
24
1.6
1406Q 40.6 225
1.5
1409H 69.2
12
5.9
1406Q 27.6 176
1.0
1406Q 14.9 -19
2.5
1406Q 100.1 -49 -63.3
1406Q
0.0 -34
-0.0
1406Q 16.1
27
7.0
1409H 637.4
6 124.6
1406Q 45.5
-3
5.6
1406Q
8.3 -12
-2.1
1406Q 189.0
20
51.0
1406Q
7.2
21
0.1
1406Q 59.7 -56 -325.3
1406Q 44.3 -57 128.2
1406Q 221.2
-2
38.3
1406Q 16.0 -47
1.7
1409H 196.4
7
55.7
1409Q 4054.4
5 1682.6
1406N 446.7
41
39.5
1406H 491.3
3 161.4
1406Q 248.9
27
25.2
1406Q 25.5
-4
22.1
1406Q
3.3 -12
-0.1
1406Q
2.2 339
1.4
1406Q 98.3
9
21.3
1409H 23182.0
8 6085.0
1406Q
8.7 -20
0.7
- 152
1409H 626.9
55
96.2
1406Q
0.0
-0.2
1409H 322.4
26
40.5
1406Q 17.6
3
2.3
1409H 1732.1
22 266.8
1406Q 779.9
-4 135.0
1409H 249.0
-8
-0.6
1409H 650.8
-1 103.0
1406Q 59.5
-6
10.5
1406Q 907.0
22 346.9
1406Q 11.9
-9
4.3
1409H 591.8
3 127.0
1406Q
2.9 -88
0.1
1406Q 500.5
6
22.8
1406H 142.3
16
17.8
1406Q 45.5
20
-4.7
1406Q 400.5
14 224.9
1409H 181.0
2
32.4
1406Q 10.8
13
1.1
1409H 173.5
-0 138.1
1406Q
0.5 37243
-0.1
1406Q 101.4
54
22.4
1406Q 51.3
19
5.2
1406Q
3.3
37
-1.4
- -77
1406Q 54.4 -17 -20.3
1406Q
9.2
17
0.1
1409H 36.3 153
0.7
1409H 35843.5
15 10088.5
1406Q 190.8
11
20.8
1406Q 4512.4
27 527.0
1406Q 37.8
10
0.7
1406Q 680.9
69
76.3
1406Q
2.6
7
0.0
45
1409H 20462.3 -89 4059.2
1406H 75.4
42
5.3
1406Q 129.8 -21
0.1
1409H 60.1
5
4.7
1406Q
3.7 153
-6.1
1409H 505.3
9
93.9

Sales Growth (%)

3.5
1.7
3.0
6.6
0.9
0.7
2.3
6.5
-4.2
8.0

1.6
1.5
3.9
1.0
2.5
-63.3
-0.0
7.0
70.4
5.6
-2.1
51.0
0.1
-325.3
128.2
38.3
1.7
42.5
1682.6
13.6
65.4
25.2
22.1
-0.1
1.4
21.3
3365.0
0.7
1.0
62.7
-0.2
22.7
2.3
137.4
135.0
5.3
58.1
10.5
346.9
4.3
55.8
0.1
22.8
8.6
-4.7
224.9
16.6
1.1
133.5
-0.1
22.4
5.2
-1.4
0.0
-20.3
0.1
0.7
4991.7
20.8
527.0
0.7
76.3
0.0
0.1
1992.0
4.6
0.1
1.1
-6.1
48.5

Sales
(` Cr)

1406 62.7
1406 40.6
1409 35.3
1406 27.6
1406 14.9
1406 100.1
1406
0.0
1406 16.1
1409 324.2
1406 45.5
1406
8.3
1406 189.0
1406
7.2
1406 59.7
1406 44.3
1406 221.2
1406 16.0
1409 103.6
1409 4054.4
1406 158.7
1406 238.0
1406 248.9
1406 25.5
1406
3.3
1406
2.2
1406 98.3
1409 11863.0
1406
8.7
1406
8.9
1409 388.0
1406
0.0
1409 166.8
1406 17.6
1409 888.6
1406 779.9
1409 132.2
1409 319.2
1406 59.5
1406 907.0
1406 11.9
1409 301.1
1406
2.9
1406 500.5
1406 71.8
1406 45.5
1406 400.5
1409 90.5
1406 10.8
1409 88.5
1406
0.5
1406 101.4
1406 51.3
1406
3.3
1406
0.3
1406 54.4
1406
9.2
1409 27.1
1409 18405.0
1406 190.8
1406 4512.4
1406 37.8
1406 680.9
1406
2.6
1406 56.7
1409 10358.2
1406 40.2
1406 129.8
1409 22.8
1406
3.7
1409 265.9

Year / Months

8.4
10.6
10.6
8.9
9.1
-50.0
-4.9
12.5
18.4
10.6
-0.6
45.8
0.9
-18.6
-9.5
9.7
3.8
17.7
58.5
15.2
37.6
17.5
10.8
1.0
0.2
12.8
24.2
22.5
13.2
14.3
-2.8
7.8
7.8
25.6
5.8
-1.9
22.4
15.5
13.6
13.1
20.7
2.4
7.1
19.4
-7.0
15.2
30.9
10.2
16.4
1.0
16.9
26.9
16.5
0.0
-10.7
5.3
-1.6
41.9
32.0
31.3
34.9
28.3
0.1
2.0
25.2
12.8
1.5
-0.6
0.1
28.9

NP
(` Cr)

0.2
0.4
0.0
0.0
0.3
1.3
0.0
0.1
0.0
0.2
0.4
0.0
0.5
1.1
0.2
0.1
0.0
0.0
0.1
0.9
0.0
0.2
0.0
0.1
0.0
0.0
0.0
0.0
0.3
0.4
0.0
0.0
0.0
0.0
0.0
0.3
0.0
0.0
0.0
1.3
0.0
0.0
0.0
0.0
2.8
0.8
0.0
0.4
0.0
0.0
0.0
0.1
4.2
0.0
2.5
0.0
0.0
0.0
0.0
0.0
0.0
0.6
0.0
0.1
0.2
0.0
0.4
0.4
0.2
0.0

Sales
(` Cr)

2.00
4.00
0.40
1.00
5.00
1.25
35.00
8.00
0.13
2.00
5.00
11.10
20.00
15.00
4.00
63.00
1.10
4.50
1.00
25.00
7.00
1.60
9.00
6.00
0.50
12.00
6.25
2.05
2.25
6.00
2.50
1.50
3.75
9.00
32.00
9.00
20.00
0.25
8.00
1.00
10.00

Prom. Stake (%)

2200
21.7
6.1
88.3
39.0
13.5
2.8
21.4
103.4
-86.1
89.8

Latest Qtr. Year

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

8764
111263
12.6 36 960
35.5 98
0
59.0 133 438
59.4 68 604
78.7 104 921
41.2 16
48
18.6 30
77
79.2* 59 1557
20.5 24 1282
112.3 113 895

14.8
3.0
9.6
3.5
1.3
-43.9
-0.0
3.3
22.7
7.0
-0.5
81.2
0.2
-25.5
-49.6
2.0
2.3
8.7
85.3
15.0
11.1
65.1
39.9
0.5
0.0
14.4
177.5
6.2
0.9
7.7
-0.0
12.1
4.8
53.9
25.5
-0.5
34.3
17.0
135.8
2.4
62.1
0.0
8.4
2.9
-7.9
38.0
39.9
5.3
27.2
1.0
5.1
24.6
1.7
0.0
-1.7
1.4
-1.0
94.3
24.1
114.0
19.5
4.0
0.0
0.0
29.9
1.9
0.2
-0.0
0.1
40.4

SHAREHOLDINGS

YEAR TO DATE
NP Growth (%)

1403
1403
1403
1403
1403
1403
1403
1403
1403
1403

176 218 26.9


28 181
8.2
91 127 10.4
39
56
8.0
14
71 10.2
88 628 -502.1
1
6
-1.4
26
41
8.7
124 1224 254.9
66 204 41.4
77
40
-1.5
177 713 246.5
18
25
0.3
137 282 -312.2
523 335 -228.5
21 917 134.5
61
75
6.8
49 374 56.2
146 16497 5984.6
99 443 39.7
30 1020 334.0
372 866 134.6
370 106 82.0
68
16
0.9
2
9
0.4
113 365 57.9
733 44341 10194.0
28
43 12.0
7
34
3.9
54 890 149.2
1
0
-0.7
154 550 27.0
62
76 12.0
211 3032 451.2
183 1329 223.1
25 520
-7.8
153 1308 208.4
110 241 55.1
1000 3159 1148.4
18
49 18.5
300 1184 248.6
1
86
0.6
118 2005 84.0
15 270 36.6
113 161 -19.3
188 1143 459.4
129 352 51.2
52
44
5.5
165 354 57.9
104
6
1.8
30 334 53.8
92 194 25.4
11
17
0.9
36
1
0.2
16 294 -29.5
26
26 17.1
61
26
-9.7
225 64673 18474.9
75 772 75.1
365 16295 2685.5
56 158 57.5
14 1965 199.0
1
9
0.1
1 249
9.4
119 38757 7387.4
15 112 21.5
13 604
9.2
7 119
-1.3
128
46
0.1
139 922 187.2

RONW (%)

2
10
2
10
5
10
2
5
1
10

18.2*
13.6
10.8*
22.9
15.8
22.9
30.4
26.5
56.1
29.5
32.2
30.4*
17.5
24.5*
9.2
663.8*
14.9
12.8*
140.3*
26.4
60.2
20.7*
20.6
12.5*
100.3
40.2
287.1
3.9
20.7
39.0
29.4
11.1*
25.0*
83.7*
210.2*
33.0
60.8
32.4
42.3*
38.9
40.0
27.7
49.9*
12.7
24.3*
161.3
12.8*
10.3*
21.3*
17.6*
10.5
10.3*
5.0
27.1
169.1*
12.2
10.1
195.9
31.1
235.5*
29.4*
50.3
42.4
377.4
493.6*
111.4
95.3
32.0*
7.7
46.4*

DERatio

1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
U1406
1309
1312
1403
1403
1403
1403
1403
1403
1403
U1406
1403
U1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1312
1403
1403
1403
1403
1403
1403
1403
1403
U1403
U1406
1403
1403
1403
1403
1403
1403
1403
1403
1403
1303
1403
1312
1403
1403
1403
1403

Div (`)

10
5
10
10
2
2
1
10
5
5
10
10
10
2
2
10
5
2
2
10
2
10
10
10
1
10
5
2
5
2
1
5
10
10
10
2
10
10
5
5
10
1
5
1
10
10
10
10
10
10
1
10
10
1
10
1
1
1
10
10
10
1
1
1
2
10
2
1
10
10

LATEST QTR.

EPS (`)

Aurionpro Solutions
AXISCADES Engineer
*Blue Star Infotech
Cigniti Technologies
Compucom Softwr
CORE Education & Tec
Cressanda Solutions
Cybertech System
Cyient Ltd.
Datamatics Global Se
Dion Global Solution
eClerx Services
Eco Recycling
Educomp Solutions
Financial Technolog.
Firstsource Solution
Genesys Int.Corp.
Geometric Ltd.
*HCL Technologies
Helios and Matheson
Hexaware Technologie
Hinduja Global Solut
Hinduja Ventures
HOV Services Ltd.
Indian Infotech
Infinite Computer So
Infosys
Intense Technologies
Kellton Tech Solutio
KPIT Technologies
Luminaire Tech.
*Mastek Li
Mindteck (India)
MindTree Ltd.
MphasiS Ltd.
NIIT Ltd.
NIIT Technologies
Nucleus Software
Oracle Financial Ser
Panoramic Universal
Persistent Systems
*Pine Animation
Polaris Financial
R Systems Internat.
Ramco Systems Lt
*Rolta India
RS Software (India)
Saksoft Ltd.
*Sasken Comm.Tech.
Softsol India
Sonata Software
SQS India BFSI
Starcom Information
Sterling Internation
Subex Ltd.
Take Solutions Ltd.
Tanla Solutions
*Tata Consultancy
Tata Elxsi Ltd.
Tech Mahindra Ltd.
Trigyn Technolog
Vakrangee
Virtual Global Edu
Visesh Infotecnics L
*Wipro Ltd
Xchanging Solutions
Ybrant Digital
Zee Learn Ltd.
Zen Technologies Ltd
Zensar Technologies
25 CONSTRUCTIONS
IND. COMPOSITE
Ahluwalia Contra
Ajmera Realty & Infr
Anant Raj Ltd.
Ansal Housing
Ansal Properties & I
Arihant Superstructu
Ashiana Housing Ltd.
Ashoka Buildcon Ltd.
B L Kashyap & Sons
Brigade Enterprises

Year / Months

Company Name

Face Value

AUDITED ANNUAL

18.8
26.6
22.2
173.6
8.9
8.4
22.3
11.2
17.6
17.5
12.9
16.6
5.3
15.6
9.8
6.9
11.8
18.6
11.4
17.2
11.4
15.3
19.3
12.8
14.6
22.2
5.9
21.1
24.8
15.5
2.6
14.1
31.9
3.2
17.6
27.8
24.6
22.1
21.1
31.7
26.8
17.0
18.4
15.3
25
24.8
79.5
17.6
4.3
24.6
144.4
19.9
16.1

Updated Information

28

940
20.1
18.0
48.9*

44462 1157
70 4030
-5.3 -0.5
59 2770 75.9
8.4
14
46 -127.3 -26.0

DSIJ.in NOV 3 - 16, 2014

5.6
40.1
0.5

22.0
14.1
2.8
17.5
18.8
441.5
24.5
17.1
34.0
10.2
10.4
35.4
222.5
201.9
22.0
33.3
44.5
103.9
88.7
10.2
208.9
6.1
636.4
136.1
10.6
0.4
7.2
47.2
2.2
13.3
65.5
8.1
4.6
4.3
22.1
62.8
12.4
15.2
94.3
17.1
79.2
51.2
205.8
60.0
52.8
8.3
1.9
11.1
28.4
376.2
23.2
30.5
19.3
0.8
2.9
9.6
4.8
12.7
8.4
2.4
56.4
0.9
1.0
1.5
6.3
0.3
6.6
25.4
0.7
615.7
12.4
5.8
5.0
0.2
0.7
8.2
27.6

120
205
124
110
1467
21428
254
207
419
459
425
4668
3210
1837
811
526
4421
2770
8191
727
488
1009
7310
2882
355
331
778
1350
99
254
2054
558
315
563
9031
2340
130
189
609
7863
2350
160
868
685
921
5513
422
8711
259
1192
2344
237
283
447
284
3650
126
291
1221
557
4218
960
489
1899
649
192
1221
527
131
4605
127
252
406
108
87
88
175

47.15
18.02
32.80
5.97
60.30
120.25
98.50
11.39
30.70
140.60
140.65
234.15
76.60
28.45
111.45
58.55
179.20
65.20
246.45
468.80
15.90
313.05
30.05
20.75
136.00
124.60
276.50
178.20
48.85
34.40
500.95
22.55
166.30
321.25
752.55
42.10
4.42
12.96
32.70
239.55
128.50
14.03
19.95
89.25
33.00
380.45
811.20
232.30
17.00
35.90
98.85
9.66
49.55
36.25
125.70
212.90
7.79
131.25
246.85
25.70
430.15
47.75
206.95
301.55
322.90
27.95
55.20
41.35
145.55
17.60
65.05
27.90
33.80
60.65
18.55
22.00
2175.35

753 65.61 0 20.00


32 39.47 2 25.18
-80 63.24 81 0.91

25.9
21.0
25.0

2811
3036
93

279.10
337.60
18.95

61/19
18/5
66/22
10/2
116/48
243/100
103/45
51/11
45/12
218/58
192/50
262/154
114/39
49/11
207/96
76/30
257/101
109/45
276/68
488/121
31/10
350/131
90/24
42/17
172/64
125/16
322/62
198/71
73/28
52/8
659/341
38/17
236/103
370/56
774/121
51/20
6/2
19/10
37/20
284/171
152/105
30/14
38/20
153/37
49/28
389/196
811/80
270/123
25/14
61/25
134/50
12/4
94/30
72/36
150/39
252/61
11/4
159/47
392/51
136/24
581/260
54/35
218/51
390/221
439/161
32/3
77/52
50/21
204/124
39/11
94/29
35/14
38/5
220/26
39/9
35/8
2333/840

1307
361
127
1000
1684
30539
485
6213
4672
593
1538
5536
4706
6233
1694
2012
7927
4380
9154
1387
3904
1345
29601
10285
689
331
825
1509
228
747
2615
487
314
1013
7835
4578
208
302
619
7518
2802
618
2115
3862
1523
5908
424
10274
277
5787
3466
420
1478
448
354
4437
295
370
4048
2401
5252
1122
491
1948
1453
192
1298
526
204
7248
322
486
458
108
87
173
172

Trailing P/E Ratio

13.21
0.04
0.00
9.89
9.98
20.26
0.78
8.46
26.19
18.17
33.85
12.43
42.71
16.02
0.61
16.77
7.35
30.21
29.72
23.53
11.92
28.25
36.23
15.33
5.05
0.00
18.25
7.26
0.00
4.02
30.68
4.26
0.00
20.40
2.02
40.62
0.71
26.91
16.03
16.67
13.45
3.34
10.33
5.22
20.19
27.13
2.60
28.28
13.07
13.63
21.00
1.10
4.75
0.00
0.00
41.51
0.28
0.00
30.55
0.00
34.86
0.00
0.00
5.43
17.14
0.00
12.56
12.48
0.00
28.27
5.53
2.89
14.95
0.00
0.00
0.88
0.25

Entprise Value

CMP (`)

88
13
0
0
81
0
14
88
94
92
100
0
0
71
67
50
77
0
1
0
0
24
1
93
0
0
0
0
0
0
0
0
0
37
0
25
0
10
0
0
65
78
91
0
27
0
0
0
0
67
0
5
57
0
43
11
90
26
0
100
18
5
0
0
58
0
23
1
0
90
0
0
46
0
0
0
0

52-Week
High/Low

Market Cap
(` Cr)

56.15
70.32
57.99
50.72
61.41
74.90
47.80
58.39
34.98
56.24
50.32
74.91
36.16
43.51
74.98
29.76
70.78
37.73
61.11
51.63
13.69
51.03
39.56
71.63
67.86
33.16
67.29
74.53
62.07
58.87
50.84
68.25
74.99
55.21
90.00
20.40
74.96
46.34
26.36
74.99
74.99
25.16
74.24
50.62
55.72
65.97
74.02
70.00
34.29
37.14
74.99
57.53
67.75
17.58
72.42
47.93
69.74
53.02
56.41
52.36
60.58
67.15
18.77
73.48
54.96
45.60
71.65
59.85
71.31
47.61
48.27
38.66
59.11
26.33
13.45
61.12
35.50

(22/10/14)

No. of Shareholder
(in 000)

NP Growth (%)

Inst. Stake (%)

13
9
-78

5.6 1406Q 887.6


9.1 1409H 1483.5
0.5 1406Q
6.0

Pledged (%)

1.50
4.00
-

1.4
-70
0.2
120
-40.7
-35
-7.1
54
72.6
-52
4.1
1
-167.1 -1723
-293.9 -135
7.7
3
2.2
-75
42.4
201
60.1
149
27.1
41
1.0
-83
-36.8 -1291
188.6
77
2.3
-95
29.9
12
-12.7 -224
-157.9
-78
22.9
43
-80.6 -124
46.0
-43
4.3
29
0.0
82
19.8
78
20.8
-25
3.8
29
6.5
178
199.7
376
19.1
120
14.9
-3
23.3
7
32.5
28
-3.0 -129
2.0
-14
3.4
89
20.4
57
159.9
-17
11.8
-16
-32.8
-78
5.8
-65
0.7
122
1.9
-38
35.2
-16
10.2
215
104.0
20
1.2
461
-363.9 -7452
38.6
30
0.6
-12
-87.4 -114
0.1
-70
2.6
-20
27.0
67
-7.2
-84
0.6
-16
12.7
-1
27.6 1629
56.3
7
1.3
355
1.2
-81
11.4
-49
0.0
7
1.7
-35
1.1
-48
2.3
128
18.4
-49
-0.4 -112
-29.2 -496
0.5
50
0.0
-92
1.3
109
52.7 248660

MARKET RELATED DATA

Prom. Stake (%)

16
-24
-93
-33
206
-30
-16
-68
26
-1
-23
42
105
-14
2
11
36
-42
-9
-7
-17
50
-9
-8
-11
1
14
-33
74
38
150
-0
-38
13
18
8
29
-46
4
-8
-18
73
-32
-9
163
8
137
13
47
-51
34
42
-64
-43
-29
22
-77
23
-3
-9
20
-28
-64
-95
-14
17
-20
-21
13
7
-3
7
36
-73
-4
571

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

- 3.5 -27.7 1406 434.2 60.4


- 2.0
11.4 1406 62.1
1.4 1406Q 62.1
- 0.6
-9.1 1406
0.2
0.2 1406Q
0.2
- 2.7 -64.6 1406 202.8 -40.7 1406Q 202.8
- 0.1
-1.2 1406
4.2
-7.1 1406Q
4.2
2.00 0.6
3.2 1406 537.9 72.6 1406Q 537.9
1.00 0.5
2.6 1406
3.5
4.1 1406Q
3.5
- 4.2 -34.6 1406 370.3 -167.1 1406Q 370.3
- 4.2 -73.3 1406 922.8 -120.3 1406H 2064.0
2.60 0.2
6.4 1406 39.3
7.7 1406Q 39.3
2.00 2.0
7.1 1406 342.2
2.2 1406Q 342.2
2.00 0.8
5.5 1406 155.4 42.4 1406Q 155.4
- 0.2
2.3 1406 242.5 60.1 1406Q 242.5
- 3.6
6.4 1406 988.1 27.1 1406Q 988.1
1.00 0.5
2.1 1406 121.5
1.0 1406Q 121.5
- 161.2 -1342.3 1406 539.9 -36.8 1406Q 539.9
4.00 1.5
10.0 1406 939.3 188.6 1406Q 939.3
3.00 0.3
2.5 1406 11.8
2.3 1406Q 11.8
4.00 1.1
16.7 1406 569.3 29.9 1406Q 569.3
1.00 1.6
2.3 1406 336.9
-2.4 1406H 640.9
- 2.4 -49.4 1406 833.5 -157.9 1406Q 833.5
3.75 0.8
14.5 1406 336.5 22.9 1406Q 336.5
- 1.7
3.0 1406 3030.4 -80.6 1406Q 3030.4
- 1.3
4.9 1406 705.6 46.0 1406Q 705.6
1.00 0.8
5.0 1406 602.5
4.3 1406Q 602.5
- 0.0
1.1 1406
1.0
0.0 1406Q
1.0
1.00 0.1
11.9 1406 236.5 19.8 1406Q 236.5
3.10 0.2
6.1 1409 30.7 11.9 1409H 63.3
- 1.3
14.1 1406 24.8
3.8 1406Q 24.8
0.20 0.7
4.5 1406 150.5
6.5 1406Q 150.5
6.00 0.5
6.8 1409 105.7 39.9 1409H 408.8
0.27 0.0
4.8 1406 66.3 19.1 1406Q 66.3
5.00 0.0
7.1 1406 12.0 14.9 1406Q 12.0
3.00 1.0
16.3 1406 509.4 23.3 1406Q 509.4
5.00 0.0
21.9 1406 843.2 32.5 1406Q 843.2
0.20 0.9
1.3 1406 1489.6
-3.0 1406Q 1489.6
0.10 0.7
10.8 1406 27.6
2.0 1406Q 27.6
- 0.3
1.8 1406 21.3
3.4 1406Q 21.3
2.50 0.0
11.2 1406 29.6 20.4 1406Q 29.6
2.00 0.0
10.8 1409 153.6 111.6 1409H 296.5
0.50 0.6
3.7 1406 244.8 11.8 1406Q 244.8
- 0.5 -18.8 1406 31.5 -32.8 1406Q 31.5
- 0.5
0.9 1406 81.2
5.8 1406Q 81.2
- 2.0
1.5 1406 523.2
0.7 1406Q 523.2
0.40 0.5
3.2 1406 41.4
1.9 1406Q 41.4
2.20 0.2
8.1 1406 75.6 35.2 1406Q 75.6
1.50 0.2
12.7 1406 55.9 10.2 1406Q 55.9
1.50 0.6
11.3 1406 563.1 104.0 1406Q 563.1
- 0.0
1.2 1406
2.4
1.2 1406Q
2.4
- 1.3
0.2 1406 1113.8 -363.9 1406Q 1113.8
1.92 0.7
5.8 1406 339.8 38.6 1406Q 339.8
- 0.3
1.2 1406
9.9
0.6 1406Q
9.9
- 2.1 -72.6 1406 220.1 -87.4 1406Q 220.1
- 0.0
2.4 1406
0.2
0.1 1406Q
0.2
0.50 0.7
9.4 1406 45.1
2.6 1406Q 45.1
0.70 0.9
11.3 1406 685.5 27.0 1406Q 685.5
0.10 1.8
4.1 1406
3.5
-7.2 1406Q
3.5
0.30 0.8
2.4 1406 30.5
0.6 1406Q 30.5
0.50 2.1
4.3 1406 1347.4 12.7 1406Q 1347.4
- 0.5
-4.8 1406 61.8 27.6 1406Q 61.8
7.00 0.5
9.2 1406 569.5 56.3 1406Q 569.5
- 0.8
1.8 1406 175.6
1.3 1406Q 175.6
- 0.2
2.3
1.00 0.1
27.1 1406
0.8
1.2 1406Q
0.8
1.50 1.5
14.4 1406 381.1 11.4 1406Q 381.1
- 0.0
9.0 1406
0.0
0.0 1406Q
0.0
0.15 0.2
1.5 1406 63.2
1.7 1406Q 63.2
0.15 0.0
6.1 1406
2.7
1.1 1406Q
2.7
- 1.5
15.3 1406 10.1
2.3 1406Q 10.1
- 0.3
0.8 1406 300.8 18.4 1406Q 300.8
0.75 0.8
5.8 1406 149.2
-0.4 1406Q 149.2
- 0.4
-7.2 1409 76.5 -22.5 1409H 152.5
0.05 0.2
0.8 1406 74.4
0.5 1406Q 74.4
- 0.0
0.3
- 0.0
4.4 1406
0.0
0.0 1406Q
0.0
- 0.2 -13.6 1406 45.0
1.3 1406Q 45.0
- 0.0
18.0 1406 67.9 52.7 1406Q 67.9

0.5
-0.7 1406 887.6
0.8
14.3 1409 638.0
2.4 -181.2 1406
6.0

SHAREHOLDINGS

YEAR TO DATE
Year / Months

-30.3
1.0
-0.6
-12.1
-1.7
3.0
5.1
-27.7
-74.8
12.7
15.7
4.9
5.8
1.2
4.9
-11.2
10.8
3.4
8.7
6.0
-23.4
26.1
1.7
2.2
8.8
0.1
21.7
6.1
7.9
4.3
19.0
1.2
19.2
42.9
20.6
0.7
0.4
0.5
2.9
9.0
3.3
-13.1
0.5
3.3
1.8
10.5
15.9
9.1
0.3
0.2
4.5
0.3
-75.5
0.0
5.0
6.2
0.2
1.1
12.2
-7.9
21.1
0.2
0.3
21.8
44.8
0.0
0.3
1.3
8.5
0.3
9.6
-5.0
0.3
0.0
0.1
-14.6
476.6

NP
(` Cr)

-77.1
11.5
-2.2
-223.7
-41.1
526.8
13.0
-503.9
-765.9
41.6
47.6
97.7
244.8
80.6
35.4
-151.0
266.0
144.6
288.2
9.3
-716.8
84.1
413.9
299.2
23.0
0.2
61.0
46.4
16.0
31.7
77.7
28.5
36.5
75.1
247.1
40.5
11.9
7.7
54.8
295.1
60.3
-148.9
23.4
25.0
49.1
152.6
8.3
340.0
4.8
7.8
106.0
8.0
-432.1
0.4
11.3
106.2
4.0
2.4
60.6
-171.5
206.5
4.0
0.7
137.3
90.0
0.1
6.5
16.8
7.6
78.9
18.8
-44.9
3.2
0.1
0.7
-58.2
38.4

Latest Qtr. Year

EPS (`)

1283
311
5
882
0
2386
31
2670
3279
178
1813
664
771
4043
486
3267
3405
85
2212
1260
4305
1187
13116
3319
2659
4
835
187
78
865
307
267
30
1754
4067
6117
97
113
119
623
1185
29
428
2704
271
295
68
2005
9
8229
923
63
1755
1
233
2358
92
124
5513
378
2113
837
17
39
2159
3
319
14
41
1697
670
327
270
2
1
203
29

RONW (%)

NP (` Cr)

109
9
6
19
139
93
194
80
77
199
220
90
249
19
233
1
107
135
52
266
47
180
56
44
174
8
183
100
56
96
277
24
273
263
94
56
4
30
26
83
89
69
62
210
55
130
125
80
27
113
76
27
104
2
53
55
6
46
283
165
229
11
12
81
310
0
20
22
55
38
165
69
35
10
3
107
2642

DERatio

Sales (` Cr)

25.4
22.7
37.8
37.0
243.3
356.4
25.8
36.4
27.3
32.7
30.2
99.7
419.0
64.6
72.7
89.9
246.7*
85.0
332.4
15.5
61.4
32.2
486.5
1388.9
26.1
5.3
28.1
75.8
4.0
7.4
41.0*
49.5
19.0
17.5
120.0
111.2*
29.5
145.8
186.2
328.2
182.9
114.0
217.6
7.7
55.8
29.0*
5.2
375.0
30.5
66.4
118.6
245.1
57.2
12.3
22.6
17.1*
32.3
22.2
9.9
216.6*
98.1
20.1
23.6
12.6
20.1
6.9
22.1
12.7
9.0
523.3
19.5
90.2
12.0
17.8
9.4
40.0
8.1

LATEST QTR.

Div (`)

Bk Val (`)

C & C Constructions
10 U1406
CHD Developers Ltd.
2 1403
Clarus Infrastructur
10 U1403
Consolidated Constru
2 1403
D B Realty Ltd.
10 1403
DLF Ltd.
2 1403
DS Kulkarni Develope 10 1403
Era Infra Engineerin
2 1403
Gammon India
2 1312
Ganesh Housing
10 1403
Gayatri Projects
10 1403
Godrej Properties Lt
5 1403
HDIL
10 1403
Hind.ConstructionCo.
1 1403
Hubtown
10 1403
IL&FS Engineering
10 1403
IL&FS Transportation
10 1403
Indiabulls Real Esta
2 1403
IRB Infrastructure D
10 1403
ITD Cementation Indi
10 1312
IVRCL
2 1403
J Kumar Infraproject
10 1403
JaiprakashAssociates
2 1403
Jaypee Infratech Ltd
10 1403
JMC Projects
10 1403
JRI Industries & Inf
2 1403
KNR Constructions
10 1403
Kolte-Patil Develope
10 1403
LancorHoldings Ltd
2 U1403
Madhucon Project
1 1403
*Mahindra Lifespace D 10 1403
Man Infraconstructio
2 1403
MarathonNextgenRea 10 1403
MBL Infrastructures
10 1403
National buildin
10 1403
NCC
2 1403
Nila Infrastructures
1 1403
Nitesh Estates
10 1403
NoidaTollBridge
10 1403
Oberoi Realty
10 1403
Omaxe Ltd.
10 1403
Orbit Corporation
10 U1403
Parsvnath Developers
5 1403
Patel Engg. Ltd.
1 1403
Peninsula Land L
2 1403
Phoenix Mills
2 1403
Poddar Developers Lt
10 1403
Prestige Estates Pro
10 1403
Prozone Intu Propert
2 1403
Punj Lloyd
2 1403
Puravankara Projects
5 1403
PVP Ventures Ltd.
10 1403
Ramky Infrastructure
10 1403
Rander Corporati
1 1403
RPP Infra Projects L
10 1403
Sadbhav Engineering
1 1403
Satra Properties ( I
2 1403
Shristi Infrastructu
10 1403
Simplex Infrastructu
2 1403
SKIL Infrastructure
10 1403
Sobha
10 1403
SRS Real Infrastruct
1 1403
Sunstar Realty Devel
10 U1403
Sunteck Realty Ltd.
2 1403
Supreme Infrastructu
10 1403
Swagruha Infrastruct
1 U1403
Swan Energy Ltd.
1 1403
Texmaco Infrastructu
1 1403
Thakkers Develo
10 1403
Unitech Ltd.
2 1403
Valecha Engineer
10 1403
*Vascon Engineers Ltd 10 1403
Vipul Ltd.
1 1403
VKJ Infradevelopers
10 U1403
Wagend Infra Venture
2 1403
Welspun Projects
10 1403
Zandu Realty
100 1403
26 CONSUMER DURABLES
IND. COMPOSITE
Bajaj Electrical
2 1403
Blue Star
2 1403
BPL Ltd.
10 1403

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

47.7
19.4
11.0
10.4
37.1
11.4
20.8
26.6
12.7
28.9
28.1
11.0
10.9
14.8
11.2
34.4
5.9
7.1
8.7
14.3
8.7
7.3
35.4
9.8
29.9
40.5
27.0
19.2
37.8
27.8
24.4
20.4
26.7
31.2
127.3
20.2
20.1
14.4
8.2
33.3
14.7
8.6
1.9

44
385/156 3101
378/135 3420 35.4
26/12
90
-

Personal Copy of Sundar Narayanaswamy

70.9

-6

14.0

-23 64.94

4.51

10.9

611

19.6 1409 581.7


3.2 1406 95.3

30.8 1409H 1108.6


3.4 1406Q 95.3

20
28

65.0
3.4

-8 74.99 0 13.50
-67 34.87 66 6.85

5.7
40.2

12594
1656

7.6 1406 976.9

19.0 1406Q 976.9

18

19.0

16 48.20

1 26.12

18.2

6477

346.35

8.0
0.8
0.8
69.6
59.3
4.9
-51.4
5.3
5.2
-4.0
0.5

-42
-28
15
-4
44
28
-99
-14
9
-13
-19

8.0
0.8
1.5
69.6
4.9
-51.4
5.3
5.2
-4.0
0.5

35.78 32 16.44
74.83 0 0.00
35.89 0 0.28
70.54 0 14.04
53.75 0 19.68
75.00 0 2.73
73.46 0 11.34
54.12 70 21.56
59.94 0 23.72
70.34 15 1.63
74.13 0 15.51

73.3
1.3
2.2
30.5
31.5
11.8
19.4
7.6
4.0
2.6
10.4

564
87
151
3797
3745
115
194
1039
233
247
1094

57.45
8.82
71.80XB
212.00
126.85
60.05
27.00
53.85XB
94.60
180.00
163.90

-0.8
0.3
11.4
21.2
8.7
7.9
-79.4
5.0
7.6
-8.2
12.3

1406 1526.2
1409 23.7
1409 108.9
1406 1323.0
1403 12230.5
1406 196.1
1406 25.9
1406 582.5
1406 300.1
1406 371.1
1406 432.4

1406Q
1409H
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

1526.2
32.9
216.7
1323.0
196.1
25.9
582.5
300.1
371.1
432.4

34
-73
11
-23
-8
-171
-28
-43
-129
-97

Trailing P/E Ratio

267.00
361/255 643 34.7
105.15
117/21 950 38.1
64.10
96/27 684 4.4
3315.85 3584/1800 1701 43.3
601.00
705/103 1710 44.4
339.45
367/53 1381 38.1
649.35
839/202 235 15.1
145.70
226/68 172 26.3
152.25
203/30 1068 6.5
51.50
70/27 1038
6.98
9/4 379
214.20
214/45 245
246.50
274/39 159 16.0
64.35
92/9 180 21.3
1654.60 1669/331 5784 54.5
15.40
20/9 167
393.90
413/203 34887 47.5
3901.35 4830/2700 4538 41.5
164.75
211/153 26663
437.90
505/154 5264 35.5

59.20

77/32

Entprise Value

477
764
197
1753
1634
1401
244
133
538
1039
137
211
185
167
5788
155
34970
4542
5252
5556

52-Week
High/Low

65.12 0 17.87 12.8


43.35 10 11.70 54.6
46.93 0 0.03 20.4
56.03 0 6.95 10.7
74.25 0 2.74 14.5
74.96 0 2.02 16.9
74.85 69 0.00
6.1
53.06 8 1.14
3.3
49.97 0 1.98 21.0
25.26 0 0.00
8.2
55.09 0 5.37 61.1
74.21 0 0.02
6.8
58.05 0 3.99
6.7
75.00 0 0.00 13.1
74.99 0 5.69
7.2
74.93 0 0.27 69.4
53.05 1 24.56 111.0
70.37 0 23.43
9.8
68.82 70 11.66 312.2
74.99 0 14.47 37.5

(22/10/14)

1.7
0.6
0.8
0.6
1.2
0.8
2.9
2.2
0.6
1.5
1.3

CMP (`)

0.50
3.00
1.00
1.00
0.60
1.00
1.00
2.25

Market Cap
(` Cr)

0.8

MARKET RELATED DATA

No. of Shareholder
(in 000)

2.00

Inst. Stake (%)

0.0
0.3

14.0 1406Q

-98
157
45
202
715
130
338
39
42
113
143
629
300
51
83
-3
-3
67

Pledged (%)

50.00
-

70.9

0.2
10.6
7.1
43.0
17.4
6.0
1.1
22.0
-0.0
2.2
0.6
4.8
3.4
21.6
-3.6
177.3
54.5
83.0

Prom. Stake (%)

17.1 1406

NP Growth (%)

0.2

115.0
0.2 1406Q 115.0 -45
323.6 10.6 1406Q 323.6
16
288.9
5.9
20
97.2
7.1 1406Q 97.2
29
600.3 43.0 1406Q 600.3
27
290.6 17.4 1406Q 290.6
26
82.3
6.0 1406Q 82.3
5
30.2
1.1 1406Q 30.2
20
533.6 22.0 1406Q 533.6
43
3.9
-0.0 1406Q
3.9 1187
342.5
2.2 1406Q 342.5
-6
43.1
0.6 1406Q 43.1
14
61.2
4.8 1406Q 61.2
20
79.7
3.4 1406Q 79.7 168
110.4 21.6 1409Q 110.4
43
32.6
-3.6 1406Q 32.6
73
2891.4 177.3 1406Q 2891.4
-7
381.9 28.0 1409H 718.3
10
3135.6 10.2
- 214
1052.2 83.0 1406Q 1052.2
19

NP (` Cr)

0.50

Sales Growth (%)

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1409
1406
1406

Sales
(` Cr)

10.0
2.3
12.3
68.5
3.4
6.4
8.7
8.6
12.0
1.8
-34.9
-44.3
10.2
10.9
42.5
75.6
29.4
19.1
-0.2
16.6

SHAREHOLDINGS

YEAR TO DATE
Year / Months

Latest Qtr. Year

0.8
0.3
1.5
0.0
0.4
0.1
0.1
0.9
0.9
0.0
1.9
4.5
0.0
0.7
0.0
0.0
0.3
0.0
2.2
0.0

NP
(` Cr)

RONW (%)

0.50
60.00
1.50
20.00
1.50
1.00
3.50
13.00
2.10
20.00
-

Sales
(` Cr)

DERatio

Butterfly Gandhima
10 1403
17.9 125 764 22.4 12.5
Eveready Industr
5 1403
36.3 82 1153 13.6
1.9
Fedders Lloyd Co
10 U1406
30.8 118 1164 44.8 14.6
Hawkins Cookers
10 1403
5.3 106 457 38.3 72.4
Hitachi Home & Life
10 1403
27.2 88 1100
8.0
3.0
IFB Industries
10 1403 41.3* 82 1021 21.6
5.2
Indo National
10 1403
3.8 389 314 12.7 33.9
KDDL Ltd.
10 1403
9.1* 54 112
4.2
4.6
Lloyd Electric a
10 1403
35.3 180 1440 76.1 21.5
Matra Kaushal Enter
1 1403
20.2
1
9
0.4
0.0
Mirc Electronics
1 1403 19.6*
9 1295 -60.0 -3.1
Panasonic Appliances 10 1403
9.8
8 157
-3.4 -3.5
Panasonic Energy Ind 10 1403
7.5 97 225
7.4
9.9
Sharp India
10 1403
25.9 10 154
2.8
1.1
*Symphony
2 1406
7.0 67 452 98.9 28.3
Timex Group India
1 1403
10.1 -4 124 -33.0 -3.3
Titan Company
1 1403
88.8 28 10916 741.1
8.3
TTK Prestige L
10 1403
11.6 503 1294 111.8 96.0
Videocon Industries
10 U1406 318.8 316 12631 -16.9 -0.5
Whirlpool of Ind
10 1403 126.9 58 2835 122.9
9.7
27 CONTRACEPTIVES
IND. COMPOSITE
10
290
54
Bliss GVS Pharma
1 1403
10.3 31 290 53.9
5.2
28 COURIERS
IND. COMPOSITE
41
2188
145
*Blue Dart Expres
10 1403
23.7 268 1934 124.4 52.4
Gati Ltd.
2 1403
17.5 73 254 20.6
3.1
29 CYCLES & ACCESSORIES
IND. COMPOSITE
37
3526
94
Tube Investments
2 1403
37.4 66 3526 94.1
5.0
30 DIAMOND CUTTING/PRECIO US META LS/JEWELLERY
IND. COMPOSITE
572
54461
-64
Gitanjali Gems
10 1403
98.1 287 7343 -22.7 -2.3
*Kanani Industries Lt
1 1403
9.9
4
71
0.1
0.0
Lypsa Gems & Jewell
10 1403 21.1* 13 412
3.1
1.5
PC Jeweller Ltd.
10 1403 179.1 94 5325 356.3 19.9
Rajesh Exports L
1 1403
29.5 88 23537 227.0
7.7
Renaissance Jeweller 10 1403
19.1 180 982 27.1 14.2
Shree Ganesh Jew (I)
10 1403
71.9 135 9831 -771.9 -107.3
Shrenuj & Co
2 1403 38.6* 37 2527 35.1
1.8
Tara Jewels Ltd.
10 1403
24.6 210 1417 39.4 16.0
Thangamayil Jeweller 10 1403
13.7 112 1191 -12.6 -9.2
Tribhovandas Bhimji
10 1403
66.7 67 1824 55.1
8.3
31 DIVERSIFIED
IND. COMPOSITE
4361
494909 29413
3M India Ltd.
10 1403
11.3 621 1742 43.0 38.2
Andhra Sugars Lt
10 1403
27.1 208 726 54.5 20.1
Andrew Yule & Co
2 1403
65.2
6 367 22.3
0.7
Balmer Lawrie &
10 1403
28.5 288 2627 156.7 55.0
Century Textiles
10 1403
93.0 188 6666
2.7
0.3
Cimmco
10 1403
20.1 78 128 -12.4 -6.1
DCM Shriram
2 1403 33.3* 100 6082 274.7 16.5
Gillanders Arbut
10 1403
21.3 102 947
5.6
2.6
Grasim Inds.
10 1403 91.8* 1179 5604 896.0 97.6
Kesoram Industri
10 1403 109.8 43 5081 -515.5 -47.0
Kokuyo Camlin
1 1403
10.0 21 468 -11.6 -1.2
L&T
2 1403 185.6 363 56599 5493.1 59.2
Mercator Ltd.
1 1403
24.5 27 497
9.2
0.4
Nava Bharat Ventures
2 1403
17.9 274 1101 193.1 21.6
Nesco Ltd.
10 1403
14.1 311 161 81.0 57.5
Orient Paper
1 1403 20.5* 21 1577
4.2
0.2
Prakash Indus.
10 1403 134.5 166 2597 173.2 12.9
Reliance Inds.
10 1403 3234.6* 609 390117 21984.0 68.0
Shreekrishna Biotech
10 U1403
9.9 10
0
-0.0 -0.0
Sintex Industrie
1 1403
35.7 85 3233 335.1
9.4
SRS Ltd.
10 1403 139.3 43 3439 42.8
3.1
Voltas Ltd.
1 1403
33.1 48 5151 181.5
5.5
32 DYES & PIGMENTS
IND. COMPOSITE
148
7093
430
AksharChem (India)
10 1403
5.0 69 145 20.0 40.5
Asahi Songwon Colors 10 1403
12.3 106 302 14.6 11.9
Atul Ltd.
10 1403
29.7 317 2365 212.8 71.7
Bodal Chemicals
2 1403
21.8
6 959 30.7
2.8
Clariant Chemicals (
10 1312
26.7 215 1248 166.8 62.6
Kiri Industries
10 1403 22.7* 52 583 -77.4 -34.1
Poddar Pigments
10 1403
10.6 77 313 13.5 12.7
Sudarshan Chem.
2 1403 13.8* 44 1027 34.4
5.0
Ultramarine Pig.
2 1403
5.8 32 150 14.4
4.9
33 EDIBLE OILS & SOLVE NT EXTRACTION
IND. COMPOSITE
427
49900
383
Agro Tech Foods Ltd.
10 1403
24.4 116 765 43.1 17.7
Amrit Corp. Ltd.
10 1403
3.2 459
55
8.9 27.6

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

12
605 12.3

98
5307.80 5578/2660 12488 106.1
189.75
206/27 1828 69.3
68
357/143 7388 67.0

109/48
16/8
133/65
278/72
202/69
81/44
59/21
78/41
143/80
210/106
223/122

5286
106
155
4470
-254
371
2844
2514
455
462
1584

15
45.8
11.3
10.4
4.3
31.4
6.5
31.4

5.00
18.00
5.50
2.00
0.75
21.00
14.25
0.10
5.00
5.00
0.10
1.00
9.50
0.70
1.85

0.2
6.1 1406 462.6 25.4 1406Q 462.6
10
25.4
102 74.99 0 12.78
9.7
6710
0.4
9.7 1406 190.9 11.9 1406Q 190.9
8
11.9
2 46.46 0 0.92 14.7
362
0.4
12.3 1406 57.0
-5.3 1406Q 57.0
30
-5.3
-10 89.99 0 3.46 23.8
882
0.0
19.1 1406 724.8 25.0 1406Q 724.8
6
25.0
-28 0.00 0 14.36 24.5
1650
2.6
0.1 1406 1887.4 66.5 1406Q 1887.4
19
66.5
77 40.23 7 22.78 66.7
4978
0.4
-7.9 1406
4.0
-3.9 1406Q
4.0
15
-3.9
-2 74.92 0 4.79 47.8
90
0.6
16.4 1406 1676.6 178.7 1406Q 1676.6
8 178.7
44 63.87 0 12.12 44.8
3607
1.4
2.6 1406 205.4
-0.8 1406Q 205.4
-0
-0.8 -117 68.74 0 5.88 16.0
140
0.1
8.3 1406 1438.8 105.8 1406Q 1438.8
24 105.8
-53 25.50 0 39.20 137.6 31138
8.6 -109.5 1406 1266.7 -201.9 1406Q 1266.7
-1 -201.9 -102 48.22 0 7.80 78.2
1396
0.3
-5.5 1409 113.0
-3.5 1409H 271.5
15
0.4
112 74.98 0 3.24 16.2
634
0.3
16.3 1406 10337.6 893.5 1406Q 10337.6 -18 893.5
18 0.00 0 54.47 866.9 143936
0.9
1.4 1406 124.2
4.8 1406Q 124.2
51
4.8
139 40.21 0 17.04 87.6
627
0.0
7.9 1406 306.2 56.2 1406Q 306.2
21
56.2
12 43.48 0 33.16 14.4
1942
0.0
18.5 1406 37.4 25.0 1406Q 37.4
53
25.0
57 63.59 0 13.54 12.4
1723
0.8
1.0 1406 393.1 -22.3 1406Q 393.1
21 -22.3 -11809 38.23 0 23.20 20.9
619
0.3
7.8 1406 811.0 66.3 1406Q 811.0
27
66.3
54 46.48 0 5.17 48.4
747
0.4
11.2 1409 96486.0 5742.0 1409H 192837.0
1 11391.0
5 45.26 0 30.65 2843.5 305977
0.0
-0.0 1406
0.0
-0.0 1406Q
0.0 467898
-0.0 -700 6.42 0 0.00
0.1
155
1.1
11.1 1409 998.1 90.9 1409H 1760.6
24 141.8
37 40.56 52 21.88 131.5
3106
0.8
7.2 1406 1020.7 16.6 1406Q 1020.7
4
16.6
290 74.04 0 8.26
5.0
353
0.1
11.4 1406 1739.3 61.5 1406Q 1739.3
12
61.5
93 30.29 0 47.83 99.9
8012

17
5956.55 6587/3099 6766 120.2
133.50
160/86 569 6.6
27.05
33/10 868
579.10
648/287 1304 11.2
535.00
651/246 9375 157.8
44.85
56/13 150
216.40
251/51 4318 10.9
65.50
86/52 444
3390.20 3755/2432 32243 40.1
127.15
155/57 5362
63.20
83/29 616
1550.65 1775/912 153612 24.7
25.60
41/12 1192 24.0
217.50
300/150 1921 9.8
1222.35 1440/672 1718 19.1
30.20
36/7 921
55.55
123/32 1452 3.8
945.95 1143/794 354834 13.6
157.10
157/27 155
87.00
107/28 6410 8.3
25.35
41/23 706 6.4
242.15
271/82 7997 37.9

5.00
3.50
7.50
30.00
2.25
3.00
2.50

0.3
0.5
0.3
5.3
0.0
5.7
0.1
1.1
0.0

58.8
11.2
22.6
44.5
29.0
-66.0
16.4
11.3
15.6

2.00
5.00

0.1
0.1

15.3 1409 197.2


6.0 1406 16.5

1406
1406
1409
1406
1406
1406
1409
1406
1406

38.6
81.2
662.4
385.3
272.9
243.2
76.0
267.2
42.1

4.1
4.2
59.1
52.0
85.4
-8.1
3.7
11.6
5.0

1406Q
1406Q
1409H
1406Q
1406H
1406Q
1409H
1406Q
1406Q

38.6
81.2
1309.5
385.3
557.6
243.2
161.3
267.2
42.1

26
20
18
115
-9
121
5
9
31

4.1
4.2
118.8
52.0
100.6
-8.1
7.6
11.6
5.0

8.0 1409H 376.7


2.5 1406Q 16.5

-1
4

13.3
2.5

-6
34
24
2695
106
18
25
6
207

73.68 0 0.09
62.27 0 0.05
50.64 3 15.19
72.31 79 0.16
63.39 0 8.69
25.75 45 16.09
60.43 0 0.33
52.89 0 0.52
51.47 0 0.14

-22 51.77
-30 74.86

0 10.90
0 0.00

4.7
5.2
29.7
12.0
32.6
7.8
8.6
9.1
6.1

103
169
3795
295
2660
276
125
586
206

208.90
137.95
1279.55
27.05
997.75
121.50
117.70
84.70XB
70.50

14
303/51 112 5.2
192/64 238 10.8
1495/353 4084 16.1
75/8 635 3.7
1055/530 2637 12.2
179/22 918
182/38 126 8.3
124/35 898 16.7
84/38 193 11.6

13.8
13.5

1409
130

578.30
404.65

17
704/455 1420 35.8
600/300 140 16.7

NOV 3 - 16, 2014 DSIJ.in

29

Updated Information

30

DSIJ.in NOV 3 - 16, 2014

121
18.8
34.0
68.5

1107.50
2066.25
465.45
187.40
60.45
110.20
580.00
27.55
269.05
18.00
292.40
72.10
30.95
454.50
50.90
89.40
158.40
148.85
97.75
409.25
891.95
109.75

23772
11978
603
11333
380
80
369
950
16331
1079
895
622
307
70
187
224
231
3818
276
431
2760
245

31
119.7
17.6
19.6
22.8
68.1
10.7
34.6
18.8
13.7
15.5
17.5
51.0
28.2
35.6
22.5

845
1150
2990

833.40
346.00
90.60

4
1053/401 794 35.4
400/175 1069 50.8
106/49 2996 43.0

62.49 0 12.38
35.76 0 19.56
43.41 75 5.80
70.69 0 0.92

25.0
20.2
23.7
5.6

1450
313
246
410

376.80
553.10
37.75
20.50

19
442/109 2001 18.5
775/307 378
54/14 710
42/9 465 11.4

0 18.51 104.3
0 11.74 30.8
0 0.00
5.9

1770
1161
105

90.60
290.65
219.20

12
126/69 2047 11.1
351/167 1983 10.1
254/126
46 14.8

0.0
0.1
0.0

6.4 1406 162.1


7.0 1406 54.9
37.8 1406 121.1

7.4 1406Q 162.1


-5.3 1406Q 54.9
14.2 1406Q 121.1

58
-16
9

7.4
-5.3
14.2

223 67.66
-186 61.72
8 70.25

102
68.8 17.9
-11.3 -20.0
7.1
1.1
37.4
1.9

5.25
0.10
0.20

1.3
0.2
0.8
0.7

11.3
-3.8
1.2
23.0

20.1
-11.2
1.1
1.5

1406Q 1130.6
1406Q 120.8
1409H 375.1
1406Q 24.9

20
15
16
-13

20.1
-11.2
2.0
1.5

94
-44
-57
-47

264
170.9
86.6
6.8

8.7
21.7
14.3

3.50
6.00
7.00

0.2
0.9
0.0

9.8 1406 370.2


9.4 1406 347.3
11.1 1406
9.6

27.5 1406Q 370.2


18.9 1406Q 347.3
1.9 1406Q
9.6

-8
48
23

27.5
18.9
1.9

-30 65.06
303 58.78
17 73.24

1422
-195.0
12.8
4.2
-8.3
110.0
72.8
-70.4
-8.9
600.0
4.8
0.3
33.1
5.7
3.7
113.1
82.3
19.8
-101.5
86.2
-434.7
20.5
-7.1
17.1
47.7
46.7
178.4
59.8
54.3
-7.8

-26.3
- 1.0 -21.4 1406 57.2 48.1 1406Q 57.2
7.3 3.50 0.0
15.3 1406 32.3
2.6 1406Q 32.3
3.1 5.00 0.0
2.3 1406 74.1
2.8 1406Q 74.1
-2.3
- 0.0
13.1 1409 16.1
-0.3 1409H 35.1
15.2 3.00 1.5
8.4 1406 634.5
9.2 1406Q 634.5
3.9 1.25 0.2
9.9 1406 272.3 15.5 1406Q 272.3
-12.8
- 0.6 -34.2 1406 35.3 -16.9 1406Q 35.3
-2.7
- 2.4 -24.4 1406 36.2
-5.5 1406Q 36.2
21.6 13.00 0.0
23.4 1406 1045.1 212.0 1406Q 1045.1
9.0 4.00 0.0
13.3 1406
7.2
0.7 1406H 14.5
0.5
- 1.6
0.2 1406 111.3
-6.4 1406Q 111.3
21.5 1.00 0.0
12.4 1406 113.9
6.5 1406H 224.9
11.6 2.75 0.0
27.2 1406
5.8
1.0 1406Q
5.8
6.2
- 0.0
4.1 1406
4.9
0.5 1406Q
4.9
4.6 1.30 0.0
13.8 1406 422.5 28.7 1406Q 422.5
14.9 6.50 0.0
14.7 1409 284.2 25.1 1409H 545.3
6.2 1.50 0.0
11.4 1406 27.9
4.9 1406Q 27.9
-14.1
- 11.4 -179.2 1406 188.6 -147.7 1406Q 188.6
97.4 10.00 0.0
11.0 1406 446.7 28.6 1406H 853.8
-72.9
- 0.8 -945.6 1406 76.8 -41.8 1406Q 76.8
14.1 2.00 0.3
10.2 1406 123.9
2.9 1406Q 123.9
-4.3
- 0.6
-5.1 1406 48.0
-1.5 1406Q 48.0
7.8
- 0.0
5.1 1406 149.1 10.2
6.0 2.50 0.3
6.0 1406 328.2 -19.9 1406Q 328.2
48.1 4.00 0.0
7.0 1409
2.7 30.2 1409H
5.0
12.3 5.00 0.0
14.1 1409 627.9 35.3 1409H 1267.0
17.2 5.50 0.0
12.9 1409 198.9 17.9 1409N 571.6
34.6 12.00 0.3
18.1 1406 250.4 15.3 1406Q 250.4
-2.6 1.00 0.0
-3.4 1406 58.1
-4.1 1406Q 58.1

194
7
70
77
-75
-32
-9
-11
28
-33
6
-16
8
68
-10
16
13
-830
25
-1
-31
87
-677
-11
-1
13
73
-181

1264/568
2320/895
486/92
231/94
98/54
150/75
680/219
38/9
300/135
25/9
342/68
94/42
41/16
498/109
64/26
238/84
196/49
177/60
105/15
541/158
937/403
127/55

10.9
1.1
29.7

4.00
2.30
0.75

-27
48.1
5
2.6
8
2.8
5
-0.8
-23
9.2
-0
15.5
-22 -16.9
-16
-5.5
-0 212.0
-26
1.8
19
-6.4
3
14.9
5
1.0
8
0.5
2
28.7
18
48.9
59
4.9
151 -147.7
4
54.2
-50 -41.8
-20
2.9
16
-1.5
7
-23 -19.9
-43
34.3
14
82.6
4
55.5
12
15.3
16
-4.1

55/18 574 13.4


26/11 399
67/23 1146 5.8
24/9
67 4.4
440/175 130 7.0
920/348 139
21/6 1399
21/10 540
51/27 3405
20/6 655
228/92 446 15.5

0 2.19
0 27.21
0 22.48

18.5
10.2
2.1

1406 1130.6
1406 120.8
1409 208.3
1406 24.9

Trailing P/E Ratio

23469
16530
581
11745
186
85
267
707
16802
455
895
124
156
112
165
147
163
3559
240
414
2663
193

Entprise Value

74.99 0 16.93 64.7


75.01 0 19.59 25.4
60.72 0 5.27
8.5
42.67 61 40.07 117.4
36.08 0 23.07 14.2
58.16 0 7.19
4.7
65.65 0 22.38
2.4
50.57 0 0.09 13.1
61.64 0 29.62 59.7
73.92 0 6.68 20.5
74.51 0 0.01 10.7
32.65 97 13.69 21.1
49.33 0 8.02 37.6
26.17 0 0.00
9.6
51.44 0 0.15
3.8
65.00 0 0.00
1.5
30.35 0 0.00 12.0
74.99 0 9.34 44.9
74.98 0 0.57
8.0
64.17 0 0.29
9.2
66.22 0 23.09 17.4
24.07 41 7.13 11.3

52-Week
High/Low

20
49
-8
-3
9
50
112
90
3
-509
16
-4
-208
249
-73
41
39
-162
223
-105
26
18

(22/10/14)

99.4
25.6
9.6
252.5
-5.1
-1.1
0.1
12.3
226.9
-17.3
10.2
-23.4
-22.7
2.5
0.6
-1.2
3.2
-39.3
2.4
-0.5
22.3
2.9

140.8
1561.7
584.5
1210.1
216.1
37.4
230.0
695.0
5725.5
489.2
707.8

CMP (`)

Market Cap
(` Cr)

-2
13
15
7
-32
116
63
-1
19
-9
3
22
-27
46
-22
11
29
-5
-34
71
17
24

1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

Pledged (%)

0.2
6.7 1406 1822.2 47.7 1406H 3649.9
0.0
13.3 1406 1012.2 25.6 1406Q 1012.2
0.3
29.3 1406 68.4
9.6 1406Q 68.4
0.0
15.5 1409 1923.5 126.0 1409H 3828.2
1.1 -11.3 1406 28.8
-5.1 1406Q 28.8
0.0
0.1 1406 34.3
-1.1 1406Q 34.3
0.7
-2.6 1406
9.8
0.1 1406Q
9.8
0.7
13.9 1406 171.0 12.3 1406Q 171.0
0.1
22.5 1409 1365.1 119.6 1409H 2642.0
1.2
7.6 1406 285.6 -17.3 1406Q 285.6
0.2
21.0 1406 90.1 10.2 1406Q 90.1
0.0 269.2 1406 62.9 -23.4 1406Q 62.9
1.3 -26.5 1406 142.0 -22.7 1406Q 142.0
0.0
8.1 1406 44.9
2.5 1406Q 44.9
0.2
12.7 1406 37.4
0.6 1406Q 37.4
0.6 -16.6 1406 63.3
-1.2 1406Q 63.3
0.8
8.7 1406 68.7
3.2 1406Q 68.7
2.3 -110.0 1406 259.4 -39.3 1406Q 259.4
1.0
7.2 1406 30.2
2.4 1406Q 30.2
0.1
3.9 1406 15.6
-0.5 1406Q 15.6
0.3
22.0 1406 477.7 22.3 1406Q 477.7
0.4
5.1 1406 77.8
2.9 1406Q 77.8

5.4
2.1
29.8
17.0
2.9
-2.0
11.7
-7.1
0.2
6.2
5.7

Prom. Stake (%)

38.45
18.05
54.25
17.75
373.40
581.00
6.72
11.32
36.40
8.46
206.55

50.5
1561.7
584.5
1210.1
216.1
37.4
230.0
695.0
5725.5
489.2
707.8

NP Growth (%)

586
238
751
298
119
112
1148
232
1216
294
310

1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

NP (` Cr)

No. of Shareholder
(in 000)

Inst. Stake (%)

Sales Growth (%)

9.6
4.3
52.3
7.7
4.4
3.4
4.0
7.0
29.6
8.4
1.9

Sales
(` Cr)

74.33 0 0.04
74.47 15 2.56
71.96 0 0.12
52.72 6 13.44
32.71 0 0.00
74.92 0 0.00
31.68 22 3.34
54.46 3 14.36
55.88 15 16.70
70.04 0 0.00
73.98 0 0.00

Year / Months

-29
129
173
2
156
-23
97
-402
-94
-39
99

NP
(` Cr)

8.5 3.00
116.5 23.30
24.4 2.50
8.3 1.20
-10.4
0.2 0.10
-8.6
2.4 0.10
7.7 3.00
1.8
15.1 3.00
-75.0
-8.1
25.9 5.00
3.8 1.25
-12.4
8.2 1.50
-5.2
1.2 1.00
24.7 9.00
23.5 4.50
4.6 1.20

MARKET RELATED DATA

18.2
2.1
29.8
17.0
2.9
-2.0
11.7
-7.1
0.2
6.2
5.7

29.5
0.9
14.8
13.1
31.6
0.2
9.1
0.5
0.6
8.6
12.8

Latest Qtr. Year

2076
179.3
931.6
30.5
521.1
-32.1
0.2
-4.0
60.5
478.7
45.0
46.1
-128.4
-41.0
6.4
12.2
-20.3
8.4
-124.9
3.0
24.9
70.1
8.2

SHAREHOLDINGS

YEAR TO DATE

10
-4
11
34
9
-8
29
15
23
1
35

0.0
1.8
0.5
0.4
0.3
0.3
0.8
2.3
1.1
1.6
1.5

RONW (%)

3.4 0.75
0.2
8.1 0.70
3.6 0.20
48.0 20.00
1.0 1.00
0.2
0.0 0.06
0.4 0.16
0.7
11.4 1.20

DERatio

51.0
3.1
112.0
61.3
15.4
0.2
32.1
0.9
13.4
24.1
17.2

Div (`)

EPS (`)

AVT Natural Prod


1 1403
15.2 11 271
Gokul Refoils & Solv
2 1403
26.4 26 6311
Guj. Amb.Exports
2 1403
27.7 55 3092
JVL Agro Industries
1 1403
16.8 28 4350
KSE
10 1403
3.2 152 806
Rasoi Ltd.
10 1403
1.9 593 150
Rasoya Proteins
1 1403 170.9
2 1197
Ruchi Infrastructure
1 1403
20.5
8 3770
Ruchi Soya Inds.
2 1403
66.8 70 24381
Sanwaria Agro Oi
1 U1403
34.8
8 2473
Vimal Oil & Food
10 1403
15.0 89 2280
34 ELECTRIC EQUIPMENT
IND. COMPOSITE
653
34185
ABB India
2 1312
42.4 126 7722
Bharat Electroni
10 1403
80.0 877 6276
Centum Electronics L
10 1403
12.5 84 292
*Crompton Greaves
2 1403 125.3 54 7490
Easun Reyrolle L
2 1403
6.2* 93 182
ECE Industries
10 1403
7.7 183 113
Elpro Internl.
10 1403
4.6 325
28
Genus Power Infrastr
1 1403
25.7 17 766
*Havells India
1 1403
62.4 34 4720
HBL Power Systems Lt
1 U1403
25.3 23 1281
Igarashi Motors Indi
10 1403
30.6 72 361
Jyoti
10 1403
17.1 -28 234
*Kirloskar Elect
10 1403
50.5 31 680
Lakshmi Elect.
10 1403
2.5 321 160
Modison Metals L
1 1403
3.2 30 184
PG Electroplast Ltd.
10 1403
16.4 75 218
Salzer Electr.
10 1403
10.3 94 245
Schneider Electric
2 1403
47.8
5 1216
Surana Solar
10 1403
24.6 17 129
Swelect Energy Syste 10 1403
10.1 640
50
V-Guard Ind.Ltd.
10 1403 29.9* 107 1518
Zicom Electronic
10 1403
17.6 91 323
35 ELECTRIC EQUIPMENT - G ENSETS/ TURBINES
IND. COMPOSITE
76
1401
Honda Siel Power
10 1403
10.1 290 541
TD Power Systems Ltd 10 1403
33.2 146 354
Triveni Turbine
1 1403
33.0
5 506
36 ELECTRIC EQUIPMENT - TRANSFORMERS
IND. COMPOSITE
77
6326
Apar Industries
10 1403 38.5* 158 4483
Bharat Bijlee
10 1403
5.7 532 486
Emco Ltd.
2 1403
13.0 88 831
Ujaas Energy
1 1403
20.0
8 526
37 ELECTRODES - GRAPHI TE
IND. COMPOSITE
84
3270
Graphite India Ltd.
2 1403
39.1 89 1768
HEG Ltd.
10 1403
40.0 231 1467
Panasonic Carbon Ind 10 1403
4.8 129
35
38 ENGINEERING
IND. COMPOSITE
971
44974
A2Z Infra Engineer
10 1403
74.2 123 336
Ador Fontech Ltd
2 1403
3.5 48 139
Ador Welding Ltd.
10 1403
13.6 133 369
Artson Engg.
1 1403
3.7 -17
79
BGR Energy Systems
10 1403
72.2 181 3296
Carborundum Uni.
1 1403 18.8* 39 1149
Commercial Engineers 10 1403
54.9 38 139
Coromandel Engg.
10 1403
33.2 11 199
Cummins India Lt
2 1403
55.4 93 3977
De Nora India Ltd.
10 1312
5.3 68
36
Dynamatic Techno
10 1403
5.8 260 429
Esab India
10 1312
15.4 174 436
Fluidomat
10 1403
4.9 43
27
GKW L
10 1403
6.0 152
18
Greaves Cotton
2 1403
48.8 33 1719
*Grindwell Norton
5 1403
27.7 101 942
Hercules Hoists
1 1403
3.2 54 104
Hind. Dorr Olive
2 1403
14.4
8 255
Honeywell Automation 10 1312
8.8 883 1707
Innoventive Industri
10 U1403
59.6
8 390
Ion Exchange (India)
10 1403
14.5 138 712
Kalindee Rail Ni
10 U1403
16.5 84 256
*Kennametal India
10 1406
22.0 152 545
Kirloskar Bros.
2 1403 15.9* 101 1752
*Kirloskar Industries
10 1403
9.7 689
13
*Kirloskar Oil Engine
2 1403
28.9 88 2320
*KSB Pumps Ltd.
10 1312
34.8 133 731
LG Balakrishnan&Bros 10 1403 15.7* 192 988
Manugraph India Ltd.
2 1403
6.1 75 256

LATEST QTR.

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

44.45
35.55
56.68
75.00
75.00
42.14
55.81
74.27
51.00
57.08
54.59
73.72
53.23
75.00
51.53
59.02
69.52
55.27
74.99
45.39
44.44
49.15
75.00
63.35
72.63
72.71
66.40
46.51
57.16

45
0
0
0
0
2
73
0
0
0
28
0
0
0
0
0
0
53
0
23
0
10
0
0
0
0
0
0
0

7.64 27.1
4.26
6.1
13.50 15.3
0.00 13.4
5.55 108.7
34.30 15.7
13.31 12.1
0.00
2.8
36.40 43.1
0.14
5.7
19.23
4.8
12.23 10.2
0.86
4.7
2.14 35.5
36.46 41.3
11.03 11.8
0.58
9.1
11.74 19.9
14.85
9.2
28.70
5.6
1.17 13.2
0.13 33.9
14.43
5.8
17.84 15.4
14.51 22.4
16.44 27.7
16.74 10.8
9.25 18.1
9.75 12.1

42
149
20.15
36/8 1007
173
99.00
125/51 150 13.4
306
225.05
264/105 285 57.1
139
37.60
45/14 197
1132
156.90
243/100 2484 11.4
3628
193.05
221/110 3734 55.3
105
19.05
25/8 215
159
47.90
70/27 235
19551
705.30
718/388 19464 30.3
85
159.55
192/95
84 21.8
1139 1978.25 2548/500 1372 1594.1
933
605.80
753/408 900 30.8
103
209.75
234/49
93 17.9
246
411.70
578/345 207 63.0
3147
128.85
145/57 3113 28.6
2943
531.65
541/230 2859 33.0
566
176.80
225/90 542 27.8
101
14.00
21/7 737
4631 5237.70 5756/2312 4320 47.7
97
16.25
27/10 447
281
193.05
224/78 335 14.6
154
93.50
142/51 208
1668
758.85
914/456 1611 97.7
2170
273.30
330/138 2372 89.0
510
525.70
656/226 445 12.0
3588
248.10
287/141 3535 20.2
1799
516.70
592/215 1647 27.2
1035 659.60XB
719/91 1134 17.0
92
30.40
44/24
70
-

Personal Copy of Sundar Narayanaswamy

65
15
36
99
-3
53
122
97
58
19
41
13
13
1
57
13
26
95
30
101
68
-2
55
80
64
20
19
6

16506 1709
132 10.0
3
0.1
117 62.1
861
5.2
2509 -154.2
180 36.4
385 83.4
857 113.7
980 -125.3
76
4.0
869 36.9
90
-0.2
0 -18.9
3
0.4
350 -53.5
79
4.1
275 63.8
1271 57.9
79 12.9
168 12.1
263 28.0
505 -102.3
71
3.6
2097 717.0
389 61.3
516 59.2
3076 772.3
305 18.8

1.5
0.0
2.7
0.3
-1.4
4.6
17.5
12.3
-7.8
4.7
3.8
-0.0
-0.9
0.0
-8.3
0.8
2.8
14.0
2.5
6.9
10.3
-1.7
1.0
18.2
10.3
0.3
7.5
0.5

0.40
0.25
1.00
2.50
0.38
1.50
0.50
0.60
9.50
1.00
2.00
-

0.0
0.0
0.2
0.3
0.0
0.3
0.0
0.4
0.9
0.7
0.6
0.0
0.1
0.0
0.5
0.3
0.9
1.3
0.2
0.0
0.9
0.0
0.1
0.0
0.0
0.0
1.0
0.5

2.4
0.2
7.6
0.3
50.0
8.6
14.4
12.7
-13.4
25.2
9.4
-0.2
-7.1
0.3
-14.7
5.9
13.5
14.8
8.2
6.9
15.1
105.1
1.9
22.6
16.2
1.7
39.5
8.0

1406
1409
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1409
1409

133763 19190
74 142 12.4
5.6
35 672 150.4 10.2
71 6307 369.8 30.8
44 3579 539.9 39.7
11 4870 672.1
3.8
38 263
7.1
7.1
41 1705 398.2 17.5
47
66 10.3
8.3
197 1750 51.4 15.8
431 4869 674.7 128.4

1.50
6.50
12.00
27.00
1.75
2.50
7.00
2.25
15.00
45.00

0.1
0.0
0.0
0.0
0.0
1.0
0.0
0.4
0.0
0.0

7.6
28.8
43.3
90.0
35.3
18.8
42.9
17.8
8.0
37.2

1406
1409
1406
1406
1406
1406
1406
1406
1406
1406

5.6
37.4
107.8
134.9
144.1
2.7
65.8
4.3
16.8
130.1

1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

38.6
379.3
1634.2
956.9
1246.0
62.2
442.0
17.9
966.0

Entprise Value

Trailing P/E Ratio

297
2729
59232
232
559
187
518
317
174
2119
209
4413
251
1110
703
210
3451
1640
385
439
328
414
201

18
30.05
39/11 425
655.20
878/167 3617
242.00
292/131 50014 18.6
469.00
598/231 249
3700.00 4500/2560 498 33.1
325.00
400/113 184 10.2
47.55
70/24 745 20.4
216.90
277/66 303 20.1
114.90
148/85 230 31.5
2881.75 3338/783 2077 20.1
65.55
84/27 225 14.9
3917.20 4311/2168 3534 21.3
26.05
37/13 247 5.9
62.55
79/38 1082 14.8
162.35
176/39 952
1004.00 1122/308 183 17.2
11.24
37/8 11726
90.10
150/29 1725
383.35
452/108 625 25.9
219.05
342/91 380
297.65
337/97 648
108.70
124/54 637
30.90
42/14 187 13.1

31
15
15
11
11
6
19
19
22
8

39.47
32.30
71.84
25.52
44.95
69.71
44.95
70.12
74.99
70.14
50.61
61.98
29.42
79.73
74.86

0
100
20
0
43
0
60
0
0
0
0
0
0
0
0

2.0
-74 42.92 0 1.20 21.5
- 20.58 0 0.00
0.5
12.7
-23 41.18 14 12.91 66.1
-10.2
19 40.04 0 22.54
7.2
-16.1
47 64.49 48 14.76 161.9
-11.1 -242 74.99 30 2.46 14.7
24.3
22 71.15 0 18.34 13.7
24.4
20 74.51 0 19.01 26.7
-0.9 -117 47.50 0 48.05
7.4
1.2
22 42.48 0 0.00
2.0
10.8
-56 48.69 0 4.72 33.6
0.2
35 1.83 0 0.00
4.2
-0.2 -3863 0.00 0 51.18 24.3
0.0
212 63.36 0 0.00
3.2
2.6
114 61.44 0 6.04 41.4
-3.0 -390 73.96 22 4.88
4.9
- 41.58 59 4.29 15.4
8.5
-48 29.00 2 30.90 29.7
2.9
-37 67.28 1 0.29
7.7
3.4
84 59.13 0 0.53 16.4
- 65.82 0 12.98 32.4
-34.7
-36 72.81 47 10.21 124.3
2.6
43 45.76 60 0.59
9.7
165.6
1 74.99 6 18.75 36.8
32.8
174 57.51 0 3.36 23.4
-79.8 -6961 60.09 0 11.64 85.7
445.2
-7 43.07 40 52.22 89.3
-0.5 -105 69.11 20 11.06 102.1

515
78.95
781
503.10
2085
90.75
3202
179.70
6058
56.75
196
24.70
2253
472.70
2207
238.80
4923
305.00
225
261.30
1646
170.60
137
13.70
285
13.69
712
6.29
755
117.10
104
19.90
896
48.30
2901
703.15
615 118.55XB
285
163.80
443
163.05
1548
25.20
496
141.80
12207
309.75
1272
213.50
4817
28.10
34747
339.50
617
17.05

5.6
77.1
107.8
134.9
144.1
2.7
65.8
4.3
130.1

145
4188
16830
23340
37744
330
17700
96
9203
22161

42
-7
25
-27
10
-8
-0
102
8

49.73 0 0.22 17.9


75.00 0 17.08 18.8
50.75 0 29.32 45.4
50.99 0 26.28 130.9
68.15 0 25.56 118.0
44.18 0 9.95
6.5
72.73 20 18.65 23.4
58.96 0 0.00 14.4
74.99 0 9.43 18.2
72.45 0 12.92 26.1

52-Week
High/Low

3.03 30.5
27.10 67.9
32.61 397.6
0.02
3.5
14.13
2.5
4.79
5.0
7.53 49.3
1.14
5.4
0.04 10.9
1.16
5.1
0.01
6.8
26.67 24.0
4.24
7.9
20.69 111.2
21.07 10.6
0.25
6.3
37.28 883.4
21.61 30.8
16.70
8.0
7.58 23.5
7.64 20.3
5.94 73.7
0.15 12.3

45
-443
76
-3
-199
39
55
-45
272
55
4
-18
52
-13
61

(22/10/14)

-7
0.9
-12 68.25 0
-16 -95.5 -270 54.02 0
-20 193.5
-58 63.05 0
-49
-2.6
81 74.99 0
-16
1.1
-70 74.99 0
-23
1.4
-56 74.05 11
-9
1.2
-62 58.08 10
19
3.3
88 76.65 0
-2
-0.5 -100 55.88 0
25
25.2
75 62.13 0
3
0.4
-27 56.22 0
37
48.6
91 28.34 0
-28
9.8
67 69.62 0
37
24.8
105 32.96 0
-14
-6.2 -703 46.81 3
24
6.2
36 71.00 0
-14 -433.1
32 34.46 99
-71
-7.8 -169 63.24 1
104
1.0
108 56.29 0
-25
2.1
-46 53.13 0
-27 -13.9 -1452 34.30 0
1
-7.6
60 55.00 0
2
-0.4 -111 57.75 52

1.8
-14.3
3.3
3.2
-19.4
1.7
6.8
1.9
166.4
4.8
35.3
41.4
9.2
2.1
3.1

CMP (`)

252.20
92.95
63.95CB
21.80
65.60
408.05
238.15
121.90
860.95
341.20
974.85
883.05
1594.85
1515.00
549.55

Pledged (%)

Market Cap
(` Cr)

9.9
12.5
12.7
59.0
97.2
13.5
17.7
43.1
46.6
26.2
23.8

No. of Shareholder
(in 000)

Inst. Stake (%)

106
1262
1623
280
597
142
457
936
30056
285
1101
10391
4207
302
530

107
289
1402
261
199
126
367
996
30660
234
1211
10522
4275
303
438

44.2
2.0 1406Q 44.2
97
51.4 10.7 1409H 90.1 3180
224.7 -10.2 1406Q 224.7
-7
640.7 -16.1 1406Q 640.7
11
14.2 -11.1 1406Q 14.2 -48
93.3 24.3 1406Q 93.3
9
200.7 24.4 1406Q 200.7
42
250.2
-0.9 1406Q 250.2
8
24.1
1.2 1406Q 24.1
79
250.2
6.2 1409H 482.6
3
23.2
0.2 1406Q 23.2
27
0.0
-0.2 1406Q
0.0 -99
0.5
0.0 1406Q
0.5 -58
115.6
2.6 1406Q 115.6
47
14.0
-3.0 1406Q 14.0 -50
66.1 33.2
8
342.7
8.5 1406Q 342.7
64
19.1
2.9 1406Q 19.1
4
42.3
3.4 1406Q 42.3
18
128.2 -34.7 1406Q 128.2
6
19.8
2.6 1406Q 19.8
13
633.6 165.6 1406Q 633.6
5
137.0 32.8 1406Q 137.0
54
140.4 29.3 1409H 279.6
27
817.7 229.5 1409H 1606.8
9
88.5
-1.6 1409H 182.0
25

38.6
188.0
1634.2
956.9
1246.0
62.2
442.0
17.9
479.7
966.0

MARKET RELATED DATA

0.22
3.7
13.54 17.0
16.10 10.2
2.77 11.4
6.66 36.3
1.28
2.7
0.17
7.2
5.33 15.1
13.46 119.6
0.32
2.7
15.53 11.4
23.04 27.2
49.93 30.0
0.09
4.5
0.19
5.4

60
-8
42
-17
72
4
36
3
-8
18
12
-3
12
9
22

Prom. Stake (%)

24.5
409.7
120.0
43.0
57.4
18.9
69.7
35.3
7474.6
74.9
333.4
839.4
129.5
24.0
53.0

NP Growth (%)

131.8
0.9 1406Q 131.8
501.7 -95.5 1406Q 501.7
5155.0 193.5 1406Q 5155.0
52.1
-2.6 1406Q 52.1
31.1
1.2 1406H 52.1
20.6
1.4 1406Q 20.6
95.9
1.2 1406Q 95.9
47.0
3.3 1406Q 47.0
12.0
-0.5 1406Q 12.0
702.8 25.2 1406Q 702.8
40.9
0.4 1406Q 40.9
571.5 48.6 1406Q 571.5
72.4
9.8 1406Q 72.4
208.8 22.4 1409H 371.7
57.6
-6.2 1406Q 57.6
22.6
3.6 1406H 40.7
817.2 -433.1 1406Q 817.2
42.1
-7.8 1406Q 42.1
90.0
1.0 1406Q 90.0
70.6
2.1 1406Q 70.6
147.5 -13.9 1406Q 147.5
148.8
4.5 1406N 482.1
50.5
-0.4 1406Q 50.5

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406N
1406Q
1409H
1406Q
1406Q
1406Q
1406Q

NP (` Cr)

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406

1.8
-14.3
3.3
3.2
-19.4
1.7
6.8
1.9
13.0
4.8
17.7
41.4
9.2
2.1
3.1

Sales Growth (%)

1.3
0.2
10.5
-17.4
24.2
10.8
5.6
12.2
46.6
7.1
11.0
16.6
7.5
10.7
-2.2
21.0
-33.2
2.9
0.9
0.6
-34.5
-5.4
37.4

Sales
(` Cr)

Sales
(` Cr)

0.5
0.4
0.1
0.2
0.0
0.0
0.5
0.0
0.3
0.5
0.1
0.0
0.1
0.0
0.4
0.0
3.1
0.2
0.9
0.1
4.6
0.3
0.0

Year / Months

Latest Qtr. Year

55239 3060
31 615
4.0
0.4 0.10
499 2912
4.7
1.1 1.00
135 39109 3460.8 14.1 2.83
260 443 -22.3 -45.2
534 174 19.5 129.1 2.50
325 193 20.2 35.0 4.00
45 501 27.4
2.5 1.00
80 201 14.3
9.8 3.00
193
48 136.0 89.7 2.50
881 1440 46.3 125.8 7.00
40 223 14.2
4.5 1.50
980 2242 183.7 163.0 30.00
53 314 38.3
4.0 0.20
33 783 62.4
3.5 2.22
150 244 -14.5 -3.4
241
77 10.6 50.7 15.00
9 3065 -924.5 -3.0
33 446 17.0
0.9 0.25
272 288
2.5
2.5 1.50
315 261
3.8
1.9 4.00
66 696 -25.2 -22.9
186 727 -38.3 -10.1 0.40
8 239 19.6
3.0
-

NP
(` Cr)

RONW (%)

24.5
409.7
120.0
43.0
57.4
18.9
69.7
35.3
2374.4
74.9
167.2
839.4
129.5
24.0
53.0

Div (`)

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406

EPS (`)

12.3
-22.8
7.4
4.8
5.0
20.6
19.9
6.9
4.8
15.5
31.9
12.5
14.7
14.4
17.3

103
2144
455
174
161
90
297
156
11353
301
608
4302
1152
96
265

NP (` Cr)

0.0
3.2
1.7
0.1
0.8
0.4
0.7
0.0
0.0
0.6
0.0
0.1
0.1
0.0
0.9

196
102
7
12
164
151
86
33
113
147
169
170
225
412
125

SHAREHOLDINGS

YEAR TO DATE

DERatio

LATEST QTR.

10.3 24.1 5.50


-72.5 -23.3
11.0
0.5 0.20
7.1
0.6 0.20
25.1
8.3 3.00
9.6 31.0 3.00
26.5 17.2 2.00
18.4
2.2 1.00
194.0
5.4 5.00
15.6 22.8 5.00
67.0 53.9 35.00
253.0 21.2 6.00
88.6 33.0 8.00
11.9 59.3 25.00
17.2 21.6 2.00

Sales (` Cr)

Mazda Ltd.
10 1403
4.3
McNally Bharat E
10 1403
31.1
Nitin Fire Protectio
2 1403
43.8
Orient Abrasives
1 1403
12.0
PremierLtd.
10 1403
30.4
Roto Pumps Ltd
10 1403
3.1
Shakti Pumps (In
10 1403 15.4*
Shanthi Gears
1 1403
8.2
Siemens Ltd.
2 1309
71.2
Sterling Tools L
10 1403
6.8
*Swaraj Engines
10 1403
12.4
Thermax
2 1403
23.8
Va Tech Wabag Ltd.
2 1403
5.4
Wendt India
10 1403
2.0
WPIL Ltd.
10 1403
8.0
39 ENGINEERING - HEAVY
IND. COMPOSITE
1387
Action Construction
2 1403
19.8
BEML Ltd.
10 1403
41.6
Bharat Heavy Ele
2 1403 489.5
CMI FPE Ltd.
10 1403
4.9
Disa India Ltd.
10 1312
1.5
Eimco Elecon Ind
10 1403
5.8
Elecon Engg.
2 1403
21.8
GMM Pfaudler Ltd
2 1403
2.9
Gujarat Apollo Indus
10 1403
15.2
ISGEC Heavy Eng
10 1403
7.4
Kabra Extrusion
5 1403
16.0
Lakshmi Machines
10 1403
11.3
OM Metals Infraproje
1 1403
9.6
*Praj Industries
2 1403
35.5
Sanghvi Movers L
2 1403
8.7
Stovec Indus.
10 1312
2.1
Suzlon Energy Ltd.
2 1403 614.1*
Texmaco Rail & Engin
1 1403
18.2
TIL Ltd.
10 1403
10.0
Titagarh Wagons Ltd.
10 1403
20.1
TRF Ltd
10 1403
11.0
Walchandnagar
2 1309
7.6
Windsor Machines
2 1403
13.0
40 ENTERTAINMENT/MULTIMEDIA
IND. COMPOSITE
2206
Balaji Telefilms Ltd
2 1403
13.0
Channel Nine Enterta
10 1403
15.5
*Delta Corp Ltd.
1 1403
23.0
Den Networks Ltd.
10 1403 178.2
Dish TV India Ltd.
1 1403 106.7*
DQ Entertainment (In
10 1403
79.3
Entertainment Networ 10 1403
47.7
Eros International M
10 1403 92.4*
Hathway Cable & Data 10 1403 161.4*
High Ground Enterpri
10 1403
8.6
*Inox Leisure
10 1403
96.5
Iris Mediaworks
5 U1403
50.0
*KSS L
10 1403 207.9
Media Matrix Worldwi
1 1403 113.3
NDTV
4 1403
25.8
Picturehouse Media
10 1403
52.3
Prime Focus
1 U1406
18.5
PVR Ltd.
10 1403
41.3
*Raj Television Netwo
5 1403
26.0
Saregama India Ltd.
10 1403
17.4
Shemaroo Entertainme 10 1403
27.2
SITI Cable Network L
1 1403
61.4
Sri Adhikari Bro
10 1403
34.9
Sun TV Network Ltd.
5 1403 197.0
TV Today Network Ltd
5 1403 29.8*
*TV18 Broadcast
2 1403 342.8
Zee Entertainment En
1 1403 102.3*
*Zee Media Corp
1 1403
36.2
41 FAST MOVING CONSUMER G OODS
IND. COMPOSITE
2158
ADF Foods Ltd.
10 1403 22.4*
*Bajaj Corp Ltd.
1 1403
14.8
Britannia Ind.
2 1403
24.0
Colgate Palm.
1 1403
13.6
Dabur India
1 1403 175.6
DFM Foods Limi
10 1403
10.0
Emami Ltd.
1 1403
22.7
Flex Foods
10 1403
12.4
Gillette India Ltd.
10 1406
32.6
GlaxoSmithKlineConsu 10 1403
42.1

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

276/91
112/47
89/50
28/16
87/50
500/92
280/49
129/51
1010/512
427/99
1080/455
990/609
1748/480
1999/962
660/166

93/32
631/49
128/74
246/110
65/43
50/13
476/290
282/137
368/221
315/43
186/81
19/2
22/11
8/3
141/66
34/14
58/24
747/465
165/100
181/56
181/145
30/16
150/67
488/299
244/82
38/19
345/249
23/12

514
781
2180
2958
6563
311
2240
2439
5774
233
1853
141
308
708
899
121
1256
3386
645
282
594
2304
511
11645
1215
4913
34584
717

34
35.7
11.3
25.7
18.7
52.9
87.0
18.9
57.9
49.7
20.9
112.7
17.0
15.5
47.3
-

38
64.80
86/41 148 10.3
283.95
299/198 4059 29.0
1403.35 1510/812 16769 43.0
1716.30 1767/1219 23053 47.7
214.90
235/154 37491 55.1
330.00
390/175 365 48.0
779.85
784/421 17452 44.5
77.35
95/22 112 7.7
2824.30 2898/1850 9033 179.0
5269.50 5725/4064 20322 41.9

NOV 3 - 16, 2014 DSIJ.in

31

Personal Copy of Sundar Narayanaswamy

Databank

Updated Information

32

DSIJ.in NOV 3 - 16, 2014

2.0
0.6
0.6
0.0
0.2
1.5
1.6
0.0
2.4
6.8
0.1
0.7
2.3
3.2
0.2

13.8
15.4
16.4
58.0
8.2
9.9
-1.3
-48.5
11.2
-6.0
3.4
10.0
34.4
3.2
4.2

1406
1406
1406
1406
1409
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406

26.3 4.00 7.4


5.8 1.00 10.9
5.4
- 9.0
-14.2
- 16.5
9.8 2.00 8.6
35.1 6.90 8.4
84.7 23.00 4.5
26.6 3.50 6.7
34.6 6.00 5.8
24.4 5.00 12.1
16.5 4.00 13.3
35.5 13.00 13.2
19.5 0.80 4.8
3.3 1.00 17.6
3.8 0.80 14.1
144.6
- 4.5
38.8 8.00 10.4

16.3
17.1
12.8
-32.0
12.1
19.5
13.4
15.6
9.3
20.6
10.2
12.9
12.2
4.0
15.1
1.4
22.5

1409 8602.4
1406 643.3
1406 352.2
1406 327.1
1409 1869.6
1409 11847.6
1406 11766.9
1409 2378.8
1406 1399.7
1406 1768.0
1406 1124.5
1406 1344.5
1409 2352.5
1409 551.2
1409 1312.3
1406 2679.6

1610.7
99.5
44.6
3.0
240.3
2381.5
2655.3
430.2
143.4
130.1
121.6
122.1
444.5
31.5
76.3
439.5

21.5 2.50 16.2


7.4 1.10 16.2
105.4 21.50 15.8
42.4 5.00 15.9
3.6 1.00 17.3
52.9 11.00 14.2
-8.9
- 17.1
33.5 6.75 19.2
10.3 2.20 15.4
7.0 1.00 10.0

9.9
5.0
12.6
9.1
5.5
8.2
-8.9
5.6
7.7
4.7

1406 5049.1
1406 3810.4
1406 10658.0
1406 10304.3
1406 3095.7
1406 10701.1
1406 6496.7
1406 4853.4
1406 2680.2
1406 6731.6

112.7
107.0
1361.9
805.7
117.8
806.9
191.6
231.5
81.5
104.8

Trailing P/E Ratio

1.90
4.50
6.50
2.00
3.50
0.05
1.20
1.50
3.00
1.00

Entprise Value

7.3
12.1
27.6
-4.1
8.6
18.8
-0.2
6.2
6.0
-1.8
2.8
4.5
3.2
6.2
8.9

52-Week
High/Low

2.7
0.1
13.9
-96.6
21.5
1.9

(22/10/14)

1406 122.9
1406
0.4
1406 224.7
1406 433.9
1406 86.6
1406 33.6

CMP (`)

13.1
1.8
7.9
-39.4
10.2
13.7

MARKET RELATED DATA


Market Cap
(` Cr)

0.4
0.0
0.1
3.3
0.0
0.2

No. of Shareholder
(in 000)

0.25
2.00
3.00
0.33

698.8
991.5
398.1
703.2
1018.1
7716.3
9248.3
24.9
476.8
355.2
934.6
1327.3
1352.2
4753.5
532.6
0.4
60.3
137.7
278.7
43.5
55.2
168.1
214.1
42.6

Inst. Stake (%)

1.7
0.4
15.8
-20.1
43.9
0.7

1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

Pledged (%)

80.2
120.8
41.1
7.3
4.8
1056.8
2186.4
2.1
27.7
51.8
12.4
34.1
144.4
287.9
89.9
-623.0
0.0
2.9
6.3
0.3
2.6
1.3
24.3
13.5
43.2
17.1

Prom. Stake (%)

698.8
991.5
398.1
703.2
512.4
7716.3
9248.3
24.9
476.8
355.2
934.6
1327.3
1352.2
2432.0
486.1
532.6
0.4
60.3
137.7
278.7
43.5
55.2
389.9
168.1
214.1
42.6

NP Growth (%)

1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

NP (` Cr)

14.7
18.7
8.3
45.5
25.3
118.0
33.4
3.1
22.3
12.1
6.2
31.8
29.3
47.2
30.1
-1.5
0.1
15.1
8.8
-12.1
12.8
27.9
16.6
1.2
45.7
29.6

Sales Growth (%)

Latest Qtr. Year

Sales
(` Cr)

0.1
0.0
0.9
2.2
0.7
0.0
0.0
0.0
0.0
0.6
0.2
2.5
0.2
0.5
0.0
1.8
1.8
1.4
0.9
0.4
1.1
0.9
1.9
1.2
0.0
0.0

Sales
(` Cr)

RONW (%)

40.00
5.25
1.75
2.50
3.00
13.00
6.00
1.00
3.00
6.00
0.10
4.00
48.50
27.50
3.50
1.00
1.00
1.00
70.00
6.00

SHAREHOLDINGS

YEAR TO DATE
Year / Months

DERatio

164.1
16.6
3.6
7.6
19.5
17.9
11.0
17.2
19.2
5.9
21.3
6.2
9.0
115.9
93.0
-0.4
0.0
2.6
21.7
-4.1
16.9
2.7
16.6
2.0
97.2
24.7

NP
(` Cr)

Div (`)

Godfrey Philips
10 1403
10.4 1119 2482 170.6
Godrej Consumer Prod
1 1403
34.0 89 4080 564.8
Godrej Industries Lt
1 1403
33.5 43 1454 119.7
Hatsun Agro Prod
1 1403
10.8 17 2494 81.7
*Heritage Foods
10 1403
23.2 77 1722 45.3
Hindustan Unilever L
1 1403 216.3 15 28019 3867.5
ITC Ltd.
1 1403 798.0* 33 33239 8785.2
J L Morison (India)
10 1403
1.4 547
89
2.3
Jubilant Foodworks L
10 1403 65.5* 86 1723 125.8
Jyothy Laboratories
1 1403
18.1 49 1260 106.1
Kothari Products
10 1403 19.9* 343 4303 42.3
Kwality
1 1403
20.3 20 4578 126.6
Marico Ltd.
1 1403
64.5 31 3682 577.2
Nestle India
10 1312
96.4 246 9101 1117.1
*P&G Hygiene&Health 10 1406
32.5 309 2051 302.0
REI Agro Ltd.
1 1403
95.8 27 4523 -38.4
Safal Herbs L
1 U1403
10.0
1
1
0.0
*SKM Egg Produc
10 1403
26.3 17 239
6.8
Sukhjit Starch &
10 1403
7.4 246 507 16.0
Tamilnadu Petroprod
10 1403
90.0 34 1052 -37.3
Tasty Bite
10 1403
2.6 132 145
4.3
Umang Dairies Ltd.
5 1403
11.0 10 216
6.0
Usher Agro Ltd.
10 U1406
38.1 100 1223 63.0
Vadilal Indus.
10 1403
7.2 160 364
1.4
VST Industries
10 1403
15.4 213 789 150.2
Zydus Wellness Ltd.
10 1403
39.1 83 203 96.5
42 FERRO ALLOYS
IND. COMPOSITE
217
4402 -119
Ferro Alloys
1 1403
18.5 13 651 31.4
*Gujarat Natural Res
10 1403
38.8 21
3
1.5
Maithan Alloys Ltd.
10 1403
14.6 199 816 23.0
Rohit Ferro-Tech
10 1403 113.8 51 2486 -228.6
Sandur M & I Ore
10 1403
8.8 431 300 38.4
*Star Ferro & Cement
1 1403
22.2
5 146 15.7
43 FERTILISERS
IND. COMPOSITE
3280
61343 1781
Chambal Fertilis
10 1403 416.2 53 7982 303.1
Coromandel Internati
1 1403
28.6 78 9381 344.9
Deepak Fertilisers
10 1403
88.2 169 3816 243.9
Fertilisers & Ch
10 1403 647.1 -7 2209 -265.0
GSFC
2 1403
79.7 105 5412 342.2
Gujarat Narmada Vall
10 1403 155.4 190 4847 292.3
Khaitan Chemical
1 1403
9.7 13 388
-1.6
*Madras Fertilize
10 1403 162.1 -13 2593 100.0
Mangalore Chem.
10 1403 118.5 54 3310 70.9
National Fertilizers
10 1403 490.6 30 8017 -89.7
Oswal Green Tech
10 1403 256.8 81 108 71.6
Rashtriya Chemicals
10 1403 551.7 45 6588 249.9
SPIC
10 1403 203.6
9 1345 65.9
Zuari Agro Chemicals
10 1403
42.1 192 5176 26.1
*Zuari Global
10 1403
29.4 211 170 26.1
44 FINANCE - BANKS - P RIVATE SECTOR
IND. COMPOSITE
6194
191088 35004
Axis Bank Ltd.
2 1403 472.0* 162 30641 6217.7
City Union Bank
1 1403 59.6* 34 2546 347.1
DCB Bank
10 1403 281.2* 42 1128 151.4
Dhanlaxmi Bank
10 1403 177.4 44 1292 -251.9
*Federal Bank
2 1403 171.1* 81 6946 838.9
HDFC Bank
2 1403 482.9 180 41136 8478.4
ICICI Bank
10 1403 1157.6* 632 44178 9810.5
*IndusInd Bank
10 1403 528.5* 171 8254 1408.0
ING Vysya Bank
10 1403 190.1* 372 5205 657.9
Jammu & Kashmir Bank 1 1403
48.5 118 6767 1182.5
Karnataka Bank
10 1403 188.5* 162 4189 311.0
Karur Vysya Bank
10 1403 120.9* 276 5116 429.6
Kotak Mahindra Bank
5 1403 385.7 159 8767 1502.5
*Lakshmi Vilas Ba
10 1403 178.9* 83 1984 59.7
South Indian Ban
1 1403 134.8 25 5015 507.5
Standard Chartered P 100 1203 1200.0* 10091 7943 1735.8
YES Bank Ltd.
10 1403 416.6* 172 9981 1617.8
45 FINANCE - BANKS - P UBL IC SECTOR
IND. COMPOSITE
15000
596561 35539
Allahabad Bank
10 1403 544.6 217 18747 1172.0
Andhra Bank
10 1403 589.6 148 14297 435.6
Bank of Baroda
10 1403 430.7* 836 38940 4541.1
Bank of India
10 1403 643.0* 465 37910 2729.3
Bank of Maharash
10 1403 1063.2* 66 11957 386.0
Canara Bank
10 1403 461.3 642 39548 2438.2
Central Bank
10 1403 1421.5 100 24428 -1262.8
Corporation Bank
10 1403 167.5 602 17959 561.7
Dena Bank
10 1403 537.8 133 9978 551.7
IDBI Bank Ltd.
10 1403 1604.0* 147 26598 1121.4

LATEST QTR.

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

14
80.2
243 71.04 0 13.05 12.3
2908 2796.70 3661/2500 3038 12.8
6 120.8
13 63.29 0 30.79 80.3 32000
939.95 1118/672 31796 55.3
15
41.1
-8 74.89 0 15.17 44.7
9727
289.95
372/248 11001 83.8
16
7.3
-54 74.97 27 2.33
5.1
3252
302.00
379/132 3637 44.5
18
10.1
-59 40.02 0 4.59 11.1
750
323.10
378/169 833 24.5
13 1056.8
4 67.23 0 18.95 308.8 163642
756.50
771/536 161421 41.9
25 2186.4
16 0.00 0 55.09 461.0 278607
349.15
387/308 275369 30.7
-6
2.1
923 73.09 0 0.00
3.5
96
701.00
947/350
93 22.8
20
27.7
-18 49.55 10 46.70 15.0
8731 1332.10 1390/939 8708 73.1
11
51.8
80 66.77 42 22.95 85.0
4497
248.40
300/171 4957 34.8
-11
12.4
112 74.99 0 0.00
6.7
479 240.85XB
306/104 529 3.0
27
34.1
21 74.88 7 0.43 20.2
932
45.85
58/23 1913 7.0
28 144.4
5 59.69 0 33.83 35.1 19327
299.70
318/200 19606 33.1
6 547.0
-1 62.76 0 19.09 60.5 57512 5965.00 6625/4536 57952 51.6
24
- 70.63 0 14.17 23.8 16809 5178.25 5510/2670 16540 55.7
-53 -623.0 -11572 39.53 34 26.45 64.8
231
2.41
9/2 4589
27
0.0
-32 9.61 0 0.00
2.3
453
45.30
45/12 469
19
2.9
308 52.35 82 0.00 11.0
160
60.80
61/6 214 18.1
15
6.3
48 60.27 0 0.38
6.1
206
278.65
324/146 358 11.4
23
0.3
101 34.54 0 4.98 86.2
117
13.05
17/7 240
77
2.6
451 74.22 100 0.05
1.7
147
573.20
709/136 179 19.3
63
1.3
-21 74.75 0 0.06 18.1
110
49.90
73/25 124 19.5
17
- 32.21 4 12.71
8.3
169
44.30
50/24 745 2.5
18
13.5
9 65.13 0 0.18 11.9
143
199.30
261/124 283 56.3
21
43.2
59 32.15 0 25.78 15.0
2642 1711.05 2005/1435 2595 15.9
-8
17.1
-25 72.54 0 14.62 36.5
2477
633.95
711/435 2313 27.3

1406Q 122.9 -13


1406Q
0.4 8652
1406Q 224.7
2
1406Q 433.9 -26
1406Q 86.6
53
1406Q 33.6
3

1996.6 80.8 1406Q 1996.6


18
1685.4 25.3 1406Q 1685.4
3
945.4 39.9 1406Q 945.4
27
393.3 -88.0 1406Q 393.3
28
1481.6 124.3 1409H 2724.8
12
1293.6 -30.4 1409H 2306.8
7
65.2
-2.8 1406Q 65.2
6
457.7 -53.9 1406Q 457.7 -31
431.0
-9.8 1406Q 431.0 -29
2162.2 18.0 1406Q 2162.2
40
21.4 10.1 1406Q 21.4 -33
1504.6 84.0 1406Q 1504.6
5
781.1 20.6 1406Q 781.1 24882
1033.9 -37.9 1406Q 1033.9
42
40.8
0.0 1406Q 40.8 122

2.7
-78 74.98
0.1
243 23.88
13.9
154 74.36
-96.6 -1660 71.99
21.5
321 72.51
1.9
166 68.91

56.76
63.19
45.46
89.99
37.84
41.18
74.99
85.26
21.97
89.71
64.32
80.00
41.12
73.41
64.85

0
0
0
0
0
2

1.39
0.00
0.00
0.00
1.74
0.34

47.3
6.5
3.3
19.4
6.4
7.9

149
809
244
111
576
1655

8.02
208.65
167.45
9.73
658.30
74.50

26
11/4 241 6.8
215/68 811
204/51 257 7.8
17/7 1985
834/472 568 10.5
81/15 1680
-

10
0
0
0
0
0
1
0
18
0
0
0
15
12
19

19.26
12.21
16.76
8.70
34.92
27.60
0.00
0.75
0.80
0.61
4.83
10.37
4.54
16.78
17.84

166.3
46.0
110.3
15.6
96.6
249.1
22.0
23.5
62.0
43.6
229.8
82.3
74.9
33.7
36.1

2526
8429
1387
1841
4469
1326
101
285
1072
1631
761
2979
486
832
263

60.70
294.95
157.20
28.45
112.15
85.30
10.45
17.55
90.45
33.25
29.65
54.00
23.85
197.80
89.50

67/34
339/196
185/100
48/17
124/44
114/61
14/5
25/12
105/48
48/21
57/20
71/30
30/9
245/91
105/51

424.05
82.70
86.40
44.15
141.50
893.75
1570.85
684.55
645.15
138.20
118.45
540.45
1064.30
75.40
25.40
100.35
621.30

80.8
25.3
39.9
-88.0
232.5
-80.3
-2.8
-53.9
-9.8
18.0
10.1
84.0
20.6
-37.9
0.0

-28
76
-7
12
118
-180
70
-217
19
123
-39
1774
142
61
-100

1409H 16891.8
1406Q 643.3
1406Q 352.2
1406Q 327.1
1409H 3641.1
1409H 23067.7
1406Q 11766.9
1409H 4676.1
1406Q 1399.7
1406Q 1768.0
1406Q 1124.5
1406Q 1344.5
1409H 4638.8
1409H 1081.6
1409H 2657.0
1406Q 2679.6

13 3277.5
3
99.5
35
44.6
4
3.0
8 460.5
17 4614.5
13 2655.3
19 851.3
7 143.4
9 130.1
13 121.6
10 122.1
6 874.3
12
59.7
8 202.9
12 439.5

18
10
4
-15
39
21
17
28
-18
-58
29
1
16
91
-16
10

28.87 0 58.41 235.3 100074


0.00 0 43.67 83.2
4928
18.42 0 31.18 170.3
2430
0.00 0 23.09 82.6
783
0.00 0 64.69 97.8 12107
22.49 0 43.63 416.7 215780
0.00 0 63.38 588.0 181847
15.12 0 51.82 96.2 36180
42.72 0 43.69 29.9 12267
53.16 0 32.94 50.9
6700
0.00 0 29.14 128.0 2232
2.50 11 37.52 71.9
6532
40.07 0 36.61 62.3 82093
9.65 45 20.15 57.9
1349
0.00 0 51.25 251.7
3424
- 0 0.00
1204
22.14 4 65.95 162.7 25885

1406Q 5049.1
1406Q 3810.4
1406Q 10658.0
1406Q 10304.3
1406Q 3095.7
1406Q 10701.1
1406Q 6496.7
1406Q 4853.4
1406Q 2680.2
1406Q 6731.6

11 112.7
13 107.0
12 1361.9
21 805.7
13 117.8
15 806.9
11 191.6
14 231.5
12
81.5
0 104.8

-73
-54
17
-16
-56
2
774
-39
-57
-66

58.90
60.14
56.25
66.69
79.79
68.99
84.20
63.33
58.00
76.49

0
0
0
0
0
0
0
0
0
0

26.96
22.02
35.64
25.55
14.57
23.51
11.23
29.81
24.11
13.90

205.3
224.6
173.7
242.5
181.2
141.7
184.0
53.2
229.5
415.9

5825
4457
38238
17187
4354
17754
8863
5503
3283
10706

106.95
75.60
887.85
267.30
40.95
384.90
62.35
328.45
61.05
66.75

6823
9365
2116
2781
4831
5686
290
727
2565
11835
680
4575
894
3444
367

11
9.3
23.7
5.8
9.6
11.8
14.6
11.7
9.0
3.6
9.6
-

428/202 83033
89/46 3888
92/47 1925
61/28 153
143/72 9003
909/618 190434
1618/944 160025
687/369 31766
723/493 8972
200/117 3654
151/91
80
553/310 3985
1086/631 79145
86/50 157
35/20 1223
132/95 -2131
634/292 21343

20
14.9
13.8
15.9
12.5
23.3
17.8
22.7
19.6
6.7
6.6
15.1
50.6
15.3
7.3
15.6

150/72
110/52
1009/509
357/166
55/29
498/209
89/43
418/220
94/48
117/53

11
6.7
14.3
8.1
6.7
18.3
7.2
13.3
7.4
11.6

-3010
-3455
19609
-1886
-1638
-4400
-3063
-8237
-2961
-2005

Personal Copy of Sundar Narayanaswamy

0.7
0.4
0.4
0.1
0.0
4.0
0.0
0.0
0.0
0.2
0.3
0.0
6.2
0.3
0.0
0.0
7.9
0.5
0.1
0.0
0.0
0.0
0.0
0.0
1.4
0.0
0.0
0.7
0.2
0.9
0.0
0.0
0.0
0.3
0.0
0.0
0.0
0.0
0.1
0.5
0.2
0.0
0.0
3.1
2.7
0.0
0.0
5.2
1.1
0.2
0.0
2.6
0.0
0.0
0.0
0.0
0.0

160
4
9
102
19
1
33
95
-7
24
1
191
15
25
1409
2
289
872
153
-30
-365
4
202
632
-50
3364
274
213
364
-239
11
182
160
148
110
175
-77
629
-89
-62
0
-13
71
277
8
26
26
32
704
-9
17
-81
304
62
9691

75.00
58.67
7.20
6.58
0.00
61.61
58.88
40.16
59.67
12.74
71.73
72.70
71.82
29.81
73.96
25.80
57.75
22.50
49.51
71.53
27.86
57.11
43.18
4.45
65.02
1.12
14.97
36.74
73.23
3.10
1.45
0.00
74.98
75.31
48.87
41.53
0.00
64.31
1.40
59.89
0.00
6.36
1.24
0.00
55.53
30.55
50.49
27.84
48.87
53.92
65.89
74.65
5.01
74.62
68.27
57.53
0.10

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10
0
0
0
0
0
0
31
0
0
0
0
0
0
0
0
0
0
0
100
18
0
5
0
5
0
0
0
0
0

2.6
5.4
0.0
0.4
0.0
197.2
60.0
644.6
1.5
0.9
0.6
10.2
22.0
0.0
23.3
0.1
93.1
0.0
0.4
1.8
0.8
-0.1
0.0
0.0
0.2
0.0
0.4
23.9
2.6
2.0
-0.0
0.1
0.2
0.7
0.2
0.1
18.1
0.2
0.5
-0.0
0.0
0.5
449.1
94.5
91.5
13.1
412.2
22.1
-0.2
5.3
3.4
0.3
0.4
2.7
5.5
1.7

1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1409H
1409H
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

26.7
83
20.0 -14
0.4
2.4
-4
4.1 942
2475.8
31
98.1 -10
813.4
26
0.0
10
3.3 231
2.8 -16
1.3 -67
323.9
36
0.1 -93
99.1
38
1.2 1947
869.1
14
0.3 1380
0.7 -30
0.7 -31
5.5 -19
0.0 -91
0.3
-6
0.0
17.8 480576
0.9 178
0.9 1038
102.4
47
24.4
39
4.9 222
0.0
28
0.1 -42
0.2
35
0.1 -89
0.2 2114
1.0 -98
140.2
75
7.8 507
101.1 3141
0.0
0.3
31
0.6 -86
1973.4
-8
726.2
32
97.7 -56
24.6 -14
1316.4
4
20.1
5
0.0 18750
5.4 702
36.1
7
3.4 877
0.1 -93
6.9 133
7.6
60
17.6 10945

2.6
5.4
0.0
0.4
0.0
408.5
68.0
792.3
1.5
0.9
0.6
10.6
22.0
0.0
45.7
0.1
93.1
0.0
0.4
1.8
1.5
-0.1
0.0
0.0
0.2
0.0
0.4
47.2
2.6
2.0
-0.0
0.1
0.2
0.7
0.2
0.1
38.2
0.2
0.5
-0.0
0.0
0.5
449.1
94.5
94.0
13.1
412.2
22.1
-0.2
5.3
3.4
0.3
0.4
2.7
5.5
1.7

0.00
0.00
0.00
0.00
0.00
19.45
15.70
26.97
7.36
0.00
4.34
0.62
8.91
0.00
10.20
0.00
33.68
0.00
0.00
9.12
0.08
0.00
0.00
0.00
0.00
0.00
0.00
24.13
0.00
2.18
0.00
0.00
0.01
3.71
0.00
0.00
10.33
2.75
0.01
0.00
0.00
0.00
0.41
63.64
21.07
43.75
4.05
43.57
0.45
6.46
0.08
0.00
0.00
4.86
15.13
9.54
0.23

8.9
2.4
0.5
0.9
1.5
21.6
46.7
44.6
12.2
1.1
34.2
25.9
119.5
0.7
2.5
3.2
17.1
0.5
0.6
25.7
1.0
0.1
1.5
0.5
1.9
0.5
0.5
131.0
5.9
0.7
0.8
5.6
8.8
1.4
0.9
1.1
9.4
37.6
0.6
1.6
0.4
0.7
0.4
395.0
690.1
25.4
31.1
63.8
107.3
0.7
1.5
1.4
1.4
29.2
46.7
31.0
5.8

139
154
540
146
94
13511
16067
15643
586
216
426
397
2481
555
733
132
6888
160
151
155
228
151
90
333
105
87
441
4274
109
105
592
190
104
424
101
1506
112
864
346
151
404
2581
2248
22091
5825
4649
628
14096
636
160
106
188
898
143
3131
996
1121

Trailing P/E Ratio

26.7
20.0
0.4
2.4
4.1
1232.2
75.5
645.9
0.0
3.3
2.8
0.6
323.9
0.1
55.8
1.2
869.1
0.3
0.7
0.7
2.9
0.0
0.3
0.0
17.8
0.9
0.9
56.3
24.4
4.9
0.0
0.1
0.2
0.1
0.2
1.0
66.9
7.8
101.1
0.0
0.3
0.6
1973.4
726.2
92.7
24.6
1316.4
20.1
0.0
5.4
36.1
3.4
0.1
6.9
7.6
17.6

Entprise Value

1406
1406
1406
1406
1406
1409
1409
1409
1406
1406
1406
1409
1406
1406
1409
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

-30.0
6.7
0.2
1.9
0.1
18.0
3.4
13.3
45.8
0.1
12.1
3.0
3.3
0.9
8.6
-0.2
15.9
0.6
2.8
-1.1
12.2
-2.8
0.5
0.7
-1.9
2.4
0.3
6.0
-4.2
-2.1
-0.3
0.4
5.7
-0.2
0.1
0.2
-3.4
-24.6
4.4
0.3
-0.1
0.3
1.5
11.6
7.6
7.4
52.0
27.6
45.8
2.6
7.5
11.6
0.6
1.1
4.4
4.5
1.4

111636 22051
5
65
-8.2 -1.5
461
95 20.3 30.7 6.00
1
2
0.0
0.0
99
7
1.0
1.9 0.50
1
2
0.0
0.0
796 4031 719.0 143.4 16.00
155 144 83.4
5.2 1.75
497 800 733.4 65.9 30.00
34
0 34.4 15.5 12.00
4
6
0.0
0.0
373
20 39.2 45.1 5.00
176
7 19.9
5.3
137 1052 37.0
4.5 2.00
1
4
0.0
0.0
272 1959 81.8 23.3 1.50
2
2
-0.0 -0.0
160 3262 364.0 25.4 3.50
7
0
0.0
0.0
20
3
0.6
0.6 0.20
108
2
-3.7 -1.2
11
10
4.7
1.3
-129
0
0.1
3.7 1.00
18
1
0.1
0.1
9
0
0.1
0.1
9
41
-0.2 -0.2
10
5
0.1
0.3
19
6
0.1
0.1
16 215 73.3
0.9 0.70
50
71
-5.2 -2.1
1
16
-0.5 -0.0
10
-0
-0.1 -0.0
2
1
0.1
0.0
346
7
6.6 13.2 1.50
40
4
-0.2 -0.1
68
1
0.0
0.0
21
12
0.1
0.0
10
0 -11.5 -0.3
14 173 -77.5 -3.4 0.10
2
25
1.6
0.1
11
13
0.7
0.0
10
0
-0.0 -0.0
10
1
0.2
0.0
1
8
0.7
0.0
97 8214 1701.1 11.2 2.60
40 2885 508.1
3.1 1.00
44
89 97.8
3.2 3.00
3 115 53.8
1.7 1.30
154 5224 1510.0 42.5 28.90
7
76 87.3
3.3 4.06
7
2
0.7
0.2 0.10
455
0
2.0 34.2 55.00
85 155 18.2
9.9 0.50
11
13
0.2
0.1
616
0
7.4
7.0
21
21 71.1
0.9 1.00
652
43 33.0 29.7
1
20
0.8
0.0
-

52-Week
High/Low

0.96 17.8
1004
490.10
31.01 26.7
4620
359.15
12.14 38.2
860
159.65
16.79 30.9
7067 194.65XB
88.11 183.4 161707 1030.45
45.11 168.6 17153
339.90
41.23
9.7
2934
472.05

(22/10/14)

0
0
0
0
0
0
0

70.0
7658
244.1
7505
110.3 7894
153.1
2324
196.9 33732
747.3 192284
62.4 4032
28.9
2409
59.3
2592
244.1 7326
307.9
8255
222.5 14079
79.7
2899
294.2
4003

CMP (`)

Inst. Stake (%)

42.38
39.19
41.46
58.68
0.00
40.31
37.37

Market Cap
(` Cr)

Pledged (%)

15
20
4
25
11
7
11

No. of Shareholder
(in 000)

Prom. Stake (%)

39
19.0
25 299.3
14
25.4
27
85.0
14 2702.2
17 663.7
32
24.8

NP (` Cr)

176.0 19.0 1406Q 176.0


1450.2 152.2 1409H 2876.5
168.6 25.4 1406Q 168.6
257.7 43.1 1409H 499.3
6635.4 1357.6 1409H 13082.2
2627.6 341.4 1409H 5136.7
156.0 24.8 1406Q 156.0

16.7
14.8
16.0
29.1
19.4
17.5
14.9

Sales Growth (%)

1406
1409
1406
1409
1409
1409
1406

753
40873 7747
1403
20.5 221 578 75.7
1403 128.7* 278 4968 529.0
1403
53.9 113 624 97.5
1403 72.6* 17 846 177.0
1403 313.9* 178 24143 5440.2
1403 100.9 149 9181 1317.2
1403
62.2 119 534 110.1

Sales
(` Cr)

14.56
17.16
33.56
12.50
36.96
31.22
9.60
3.45
4.27
19.82
13.84
25.90
4.01
9.62

207.2
271.7
364.5
21.4
575.3
3349.1
214.6
74.8
50.0
485.4
521.4
664.1
65.9
161.5

Year / Months

0
0
0
0
0
0
0
0
0
0
0
0
0
0

1406 3928.8
1406 6007.0
1406 4987.8
1406 2138.4
1409 11462.1
1406 36487.1
1406 2227.1
1406 1714.6
1406 2423.5
1406 5066.7
1406 5072.9
1406 7856.2
1406 2602.4
1406 3023.8

NP
(` Cr)

81.51
73.80
59.13
79.62
58.87
58.59
75.07
90.00
78.90
67.39
77.19
60.46
89.46
74.05

Sales
(` Cr)

-35
116
3
-82
11
3
14
43
-73
7
2
19
47
22

8.3
3.7
8.5
6.1
9.3
9.2
13.7
6.0
6.6
14.4
13.4
9.2
-26.1
7.1

13950
1403
5.5
1403
6.6
1403 10.0*
1403
5.0
1403
11.6
1403
50.1
1403
79.6
1403 111.3
1403
22.2
1403
11.4
1403
8.7
1403
18.8
1403 83.1*
1403
5.0
1403 35.0*
1403
13.0
1403 143.6*
1403
3.5
1403
10.9
1403
32.3
1403
7.0
1403
0.3*
1403
11.6
U1403
9.4
1403
11.4
1403
4.5
1403
18.7
1403 77.9*
1403
24.4
1403 20.4*
U1403
32.0
1403
8.1
1403
3.3
1403
28.3
1403
6.2
1403
19.0
U1403 346.3
1403 22.9*
1403
23.9
1403 96.6*
U1403
14.9
1403
52.1
1403
36.6
1403 1517.3*
1403 1662.0
1403 60.5*
1403 62.8*
1403
71.0
1403 52.2*
1403
3.8
1403
0.6
1403
18.4
1403
29.1
1403
10.5
1403 76.0*
1403
11.1
1403
58.7

MARKET RELATED DATA

7 207.2
11 271.7
6 364.5
14
21.4
9 1980.5
15 3349.1
14 214.6
13
74.8
3
50.0
14 485.4
21 521.4
15 664.1
6
65.9
24 161.5

1403 464.8 298 15249 1158.9 24.9 4.70 11.7


1403 1235.3 131 22684 601.7
4.9 1.20 14.1
1403 299.8 448 19017 1139.4 38.0 7.60 14.4
1403 400.4 123 7973 300.6
7.5 2.20 17.7
1403 362.1 991 43223 3342.6 92.3 10.00 12.6
1403 746.6 1584 136351 10891.2 145.9 30.00 11.8
1403
70.0 765 8169 731.7 104.5 14.30 13.8
1403
48.0 947 6323 274.2 57.1 3.00 13.5
1403
59.3 774 9707 304.3 51.4 2.50 19.5
1403 624.6 190 18620 1711.5 27.4 5.50 17.9
1403 1014.7 111 18230 1510.5 14.9 3.00 17.8
1403 635.8 289 29349 1696.2 26.7 4.00 16.2
1403 716.7* 65 10599 -1213.4 -16.9
- 25.1
1403 859.1 69 10707 415.9
4.8 2.00 21.1

37.0 6.50 10.4


41.1 8.00 9.5
18.1 6.00 6.7
4.9 3.00 9.1
34.7 14.00 4.0
26.1 4.50 9.5
17.7 1.20 4.5

SHAREHOLDINGS

YEAR TO DATE

1406Q 3928.8
1406Q 6007.0
1406Q 4987.8
1406Q 2138.4
1409H 23050.8
1406Q 36487.1
1406Q 2227.1
1406Q 1714.6
1406Q 2423.5
1406Q 5066.7
1406Q 5072.9
1406Q 7856.2
1406Q 2602.4
1406Q 3023.8

Latest Qtr. Year

RONW (%)

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

LATEST QTR.

NP Growth (%)

Indian Bank
10
Indian Overseas
10
Oriental Bank of
10
Punj. & Sind Ban
10
*Punj. NationlBak
10
SBI
10
State Bank Of Bi
10
State Bank Of My
10
StateBnkOfTravan
10
Syndicate Bank
10
UCO Bank
10
Union Bank of In
10
United Bank of I
10
Vijaya Bank
10
46 FINANCE - HOUSING
IND. COMPOSITE
Can Fin Homes
10
Dewan Housing
10
GIC Housing Fi
10
GRUH Finance Li
2
*HDFC
2
LIC Housing Fi
2
Repco Home Finance L 10
47 FINANCE - OTHERS
IND. COMPOSITE
Aditya Birla Money L
1
AK Capital Services
10
Alps Motor Finance
1
Arnold Holdings
10
*Atlanta Infra&Fin
1
*Bajaj Finance L
10
*Bajaj Finserv Ltd.
5
Bajaj Holdings & Inv
10
Balmer Lawrie Invest
10
Banas Finance Lt
1
Bengal & Assam Compa 10
BF Investment Ltd.
5
Capital First
10
*Capital Trade Links
1
*Capri Global Capital
10
CFSL L
2
Cholamandalam Invest 10
Classic Global Fin
10
Comfort Fincap
10
Consolidated Finvest
10
D B (International)
2
Dalal Street Inv
10
Delta Leasing & Fina
10
Dhyana Finstock
10
Diligent Industries
10
*Divinus Fabrics
10
*Econo Trade (India)
10
*Edelweiss Fin. Ser
1
Emkay Global Financi 10
*Esaar (India) Li
1
Exdon Trading Co.
10
First Financial
1
Florence Investech
10
Fortune Financia
10
Garnet International
10
GCM Securities Ltd.
10
Gemmia Oiltech
10
Geojit BNP Paribas
1
*Global Infratech & F
1
Golden Goenka Fin
5
Golden Legand Le
10
Goldline Intl.
10
*Greencrest Financial
1
IDFC L
10
IFCI Ltd.
10
*IIFL Holdings
2
IL&FS Investment Man
2
Indiabulls Housing F
2
Indiabulls Securitie
2
*IndiaNivesh
1
Indl.&Prud.Invst
10
Intec Capital
10
*Jackson Investments 10
Jindal Poly Investme
10
JM Financial Ltd.
1
JSW Holdings
10
*Kailash Auto Fin
1

Year / Months

Company Name

Face Value

AUDITED ANNUAL

164.75
199/72 -99 7.3
60.75
90/42 -4230 10.0
263.25
377/152 -2088 6.9
58.05
84/40 -2510 11.6
931.65 1068/474 11487 9.5
2575.55 2834/1456 107328 17.5
576.05
707/282 -2714 5.3
501.80
647/368 -450 8.1
437.45
663/365 -1867 15.4
117.30
179/72 -5386 4.2
81.35
116/62 205 5.4
221.45
260/101 -4340 7.8
40.45
62/23 -3371
46.60
59/34 -1537 9.0

499/134 5690
426/135 37528
182/93 4868
229/109 12511
1150/756 266515
353/187 85582
515/273 6221

25
12.8
8.0
8.7
36.5
28.4
12.6
26.1

15
25.10
30/11 109
233.25
298/107 275 7.5
53.80
67/42 544
290.95
350/186 149 145.5
8.18
9/3
94
2694.45 2813/1255 28684 17.2
1009.70 1165/617 16059 191.5
1405.60 1435/779 15378 16.8
264.15
290/171 519 16.7
18.97
72/12 222
490.90
565/262 510 10.8
105.30
123/34 376 19.8
298.65
349/125 7527 48.3
110.95
132/77 556
209.10
229/105 716 8.1
20.25
35/5 132
479.75
525/219 24180 18.8
453.75
459/387 161
139.15
399/136 150
48.00
57/23 154
65.25
99/53 192 60.8
4785.90 9556/4786 151
77.70
266/44
90
353.00
358/251 332
91.95
174/14 120
194.95
550/161
87
236.00
248/236 440
54.85
67/25 5108 39.6
44.80
53/13
83
5.15XB
27/5 124
184.65
185/6 591
23.55
25/7 190
313.05
400/121 104 15.3
149.70
176/60 439
163.00
180/70 102 130.1
793.00
800/171 1498
3.24
29/3 121
37.70
45/16 746
14.50
93/10 351
7.80
11/5 197
272.00
273/11 405
495.50
598/397 2581
61.50
66/2 2248
145.60
167/88 68127 13.5
35.05
45/22 22880 10.6
153.65
160/53 4648 27.2
20.00
29/11 621 11.5
396.95
442/188 38148 8.8
24.40
31/15 546 6.9
42.50
44/40 165
1830.00 2190/1113 106 16.2
102.20
119/70 566 10.5
309.00
365/251 897
136.00
204/40 142 25.3
41.20
46/23 2914
896.90
972/430 994 28.4
19.10
48/18 1120
-

NOV 3 - 16, 2014 DSIJ.in

33

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Databank

Updated Information

36

13.8

1.00

68.6

5.2 1406Q

68.6

82
8.1
8 62.77 0 9.50 21.3
16567
14.8 11500 74.99 0 0.01
6.3
7860
0.5 80683 1.39 0 0.00
0.2
106
0.4 1556 59.85 0 0.30
0.5
70
0.0
-87 53.91 0 5.17
3.2
-73
0.2
-56 9.24 0 0.00
1.3
22
2.5
-20 74.81 0 0.00
2.4
-4
47.1
-5 72.20 0 7.53 13.0
-90
-4.1 -103 74.98 0 5.84 464.6
15 362.0
-12 52.05 0 42.59 57.2
1578
0.1
519 0.62 0 0.00
0.3
8
34.6
-20 33.62 0 56.60 12.6
4
0.1
141 17.21 0 0.00
0.2
-20
44.0
-17 32.00 1 42.86 62.9
30
-0.0 -540 26.53 0 0.00
0.6
865
-0.0 -109 31.28 0 0.00
3.1
-27
0.1
761 70.63 0 0.05 19.9
128
47.7
123 74.12 0 12.78 11.3
921
0.1 7053 74.51 0 0.00
0.4
29
5.4
-10 74.91 0 0.00
7.0
-15 180.2
-7 74.99 0 19.10 41.5
13
3.4
-47 70.35 0 0.09 14.4
-1
-8.9 -577 55.61 0 4.81 23.9
55
1.1
43 2.79 0 0.00
0.3
-40 -656.5 -1565 78.08 0 3.09 70.8
0.0
113 4.70 0 0.00
1.2
0.4 6269 74.55 0 11.98
1.7
-42
8.0
2 61.16 0 0.00
1.6
-21
1.6
7 41.74 0 2.74 222.2
-38
2.9
-44 57.54 0 0.25
5.0
110
5.1
885 16.59 0 0.14
0.8
-8
26.7
-27 74.06 0 3.11 29.4
- 16.74 0 0.00
0.8
18 1448.3
21 72.79 0 21.40 205.8
-31
0.0
-84 40.00 0 0.00
0.3
239
0.2
299 26.44 0 0.00
4.1
-75
0.3
-71 1.94 0 0.00
2.1
101
52.1
113 60.00 0 11.16 105.1
4350
0.4 1893 11.50 0 0.00
1.6
-1
4.3
39 46.40 0 9.10
8.2
10 132.0
15 54.13 22 27.22 1056.7
-57
6.8
-86 50.92 67 16.19 26.5
17 1282.8
11 65.64 0 28.01 229.3
- 0.01 0 0.00
0.5
0.2
-4 1.42 0 0.00
0.5
-21
11.9
-34 25.88 0 20.04
2.0
148
0.0 1038 46.11 0 0.00
0.9
7 127.7
9 33.79 0 27.19
5.9
7 608.6
-9 26.05 0 55.69 40.2
-99
-0.0
70 0.00 0 0.00
0.4
38 106.1
398 9.27 0 59.97 51.9
29
37.0
78 49.27 0 12.33 58.2
16
2.2 4479 69.16 0 0.00
0.7
14
0.1
-84 54.75 0 2.80
2.1
-9
0.1
-26 26.77 0 0.00
0.7
3
0.2 1116 72.45 0 4.59 79.9
1 122.2
5 36.25 0 13.18 18.4
-21
0.1
-47 2.51 0 0.00
0.8
8
34.5
7 73.01 0 4.99 25.2
-8
0.7
387 57.81 0 0.00
0.6
10
19.0
20 66.23 0 1.00 58.3
49
0.3
-5 21.33 0 0.00
0.5
18
0.0
89 21.45 0 0.00
3.5
5
0.4
-7 33.51 0 0.00
1.9
-13
2.8
-23 74.89 0 4.10
7.5
550
0.1
-96 1.04 0 0.00
0.2
106
1.3
19 42.30 0 0.02 25.1
-4
6.1
30 74.59 0 0.00
8.5
-81
-0.0 -110 62.19 0 21.50
0.8
-79
-0.3
-87 64.33 0 0.00
0.1

4
4
11
3
-18
-0
30
30

-3.4
3.9
7.3
1.1
4.2
-45.5
6.1
3.9

22

5.2

88
-66
20
-13
-27
-648
36
610

54.44 15 0.20
74.18 0 1.95
70.31 0 16.41
74.95 0 0.07
52.50 0 0.20
69.98 27 7.34
68.14 0 7.90
75.00 0 0.00

145 40.94

1.94

539 1234.35
485
752.00
788
277.70
249
45.60
120
5.40
149
112.45
281
108.25
1972 3728.05
11656
67.80
15738
276.70
784
99.95
2272
119.35
116
116.00
2431
28.90
1794
186.55
103
155.00
260
81.65
2971
214.15
247 39.30XB
330
264.85
7304
183.95
132
78.80
404
785.75
203 69.70XB
5156
49.25
1158
545.00
267
199.80
465
269.00
203
15.16
1147 1450.00
4707 193.50XB
415
23.05
130
352.10
35991
272.65
1103
297.70
124
227.00
3691
68.65
2673
47.55
137
26.70
851
596.25
11462
465.65
6015
337.30
28014
283.70
187
165.90
465
45.55
1126
277.60
145
60.00
11138 1690.05
20776
915.70
247
493.05
3976
315.60
2251
44.75
432
44.00
280
131.50
2412
240.05
316
290.00
14628 1316.35
1955
90.40
3057
554.85
3917
304.90
349
43.20
335
26.40
456
10.70
124
24.45
226
707.15
488
32.00
106
27.40
213
184.00
4948
318.10
222
59.40

53.2
4.0
5.2
48.0
7.8
4.5
5.9
16.4

2758
496
537
165
101
1197
1934
351

113.45
1649.50
894.35
24.20
18.85
137.00
348.50
38.50

5.9

124

81.05

1540/262 539
899/274 472
278/10 788
99/25 252
15/5 122
315/76 149
117/29 279
3881/703 1959
88/62 12270
356/230 33332
103/13 785
142/62 9006
159/50 116
32/14 8265
212/32 1794
172/24 103
94/18 255
255/68 3143
52/17 248
276/73 832
221/97 18224
102/42 131
988/508 403
302/59 202
71/28 5559
669/446 1159
380/133 249
350/138 758
20/11 194
1624/999 1140
199/32 4776
25/15 3864
405/185 132
344/120 179737
300/71 1103
265/69 130
70/11 3694
49/11 6409
39/18 136
644/143 847
668/305 28496
377/281 7109
383/167 139524
166/151 187
54/29 465
537/270 1509
360/52 145
1828/935 17979
1021/544 39388
493/88 244
348/141 3969
58/19 14984
45/30 525
154/33 280
285/198 2411
317/60 314
1351/506 22135
111/56 1955
608/383 3045
337/205 3917
54/20 1202
32/21 335
39/11 456
29/10 125
834/446 225
33/3 488
31/11 102
194/59 282
419/280 4947
61/5 222

Trailing P/E Ratio

Entprise Value

52-Week
High/Low

(22/10/14)

CMP (`)

MARKET RELATED DATA


Market Cap
(` Cr)

No. of Shareholder
(in 000)

Bk Val (`)

DSIJ.in NOV 3 - 16, 2014

21
21.1

Inst. Stake (%)

14.9 1406

251
251

Pledged (%)

0.8

93

Prom. Stake (%)

15
15.3

1406Q 517.1
1406Q 27.9
1406Q 79.3
1406Q 33.1
1406Q 35.7
1406Q 507.9
1406Q 41.9
1409H 66.9

NP Growth (%)

1403

0.1
15.0
1.2
1.3
0.4
0.4
4.5
48.9
18.9
2628.8
17.1
470.6
11.1
456.3
0.0
3.4
0.5
78.2
10.1
44.9
1087.6
2.8
2.9
1.3
34.6
0.1
0.0
14.6
2.4
4.1
12.5
104.4
5918.4
0.0
0.3
16.4
173.2
4.8
11.6
923.0
63.1
4667.1
0.0
41.8
0.1
846.5
4123.6
0.0
341.9
559.7
10.7
1.7
0.2
0.1
540.5
0.3
45.1
1.3
50.0
0.6
0.2
28.6
3.3
13.9
1040.9
1213.1
0.1
0.0

NP (` Cr)

-3.4
3.9
7.3
1.1
4.2
-45.5
6.1
2.9

1409H
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1409H
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1409H
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

Sales Growth (%)

1406 517.1
1406 27.9
1406 79.3
1406 33.1
1406 35.7
1406 507.9
1406 41.9
1409 36.5

0.0
0.0
0.0
0.1
0.0
0.0
0.0
0.0
0.5
3.6
0.8
6.0
0.0
2.7
0.0
0.0
0.0
0.3
0.0
4.3
3.0
0.0
0.0
0.0
0.1
0.0
0.0
0.2
0.0
0.0
2.5
5.7
0.5
5.3
0.0
1.5
0.3
2.8
0.0
0.0
1.6
0.6
5.5
0.0
0.0
0.8
0.0
3.2
3.1
0.0
1.4
4.8
0.8
0.0
0.0
0.0
3.4
0.0
0.0
0.0
2.0
0.0
0.0
0.0
0.0
0.0
0.0
1.7
0.0
0.0

Sales
(` Cr)

-15.3
5.7
30.3
21.2
16.6
-28.5
30.5
0.6

6.50
1.50
4.00
0.75
3.80
0.80
1.80
2.00
4.50
1.00
1.50
0.50
25.00
0.90
9.00
1.00
6.50
8.50
9.50
10.00
7.00
0.50
10.00
17.00
1.20
3.00
7.50
0.04

SHAREHOLDINGS

YEAR TO DATE
Year / Months

4.2
0.0
0.8
3.3
0.0
2.9
0.1
0.1

41.0
45.7
-0.1
-0.0
0.0
0.1
4.4
93.5
1.1
15.6
0.1
7.1
0.0
2.7
-0.0
0.0
0.2
2.8
-0.0
17.8
19.6
13.1
33.7
0.3
-0.7
0.0
0.0
18.7
1.0
75.8
0.1
3.4
1.4
41.0
0.0
0.0
0.0
3.7
0.0
15.2
16.6
-7.3
47.4
0.1
0.0
13.9
0.0
79.1
55.7
-0.0
5.5
1.2
0.5
0.5
0.0
4.6
39.8
0.0
32.4
0.0
7.2
0.0
0.0
0.2
54.7
0.0
0.9
15.8
0.0
0.1

NP
(` Cr)

Latest Qtr. Year

192
4965 -128
24.3 11 2105 -40.2 -1.7
3.0 2187 156 37.1 123.6 20.00
6.0 199 314 36.2 60.4 24.00
34.1
6 133
8.3
1.2
5.4 21 161 18.4
3.4 0.75
17.5 88 1814 -218.2 -25.0
11.1* 18 178 30.0
5.4 1.00
91.1
8 104
0.4
0.0
-

17.9
29.5
-0.3
-0.0
0.0
0.2
11.4
49.4
196.4
887.2
0.6
135.6
0.0
226.0
-0.1
0.0
0.6
39.3
-0.2
22.2
780.1
22.0
17.3
0.9
-74.9
0.0
0.0
32.4
12.8
60.0
1.3
61.4
0.5
5417.8
0.0
0.0
0.7
207.7
0.0
21.7
409.0
-129.5
4683.7
0.2
0.3
56.2
0.1
521.1
1264.2
-0.0
69.9
59.3
5.1
1.1
0.4
5.0
442.5
0.8
178.7
0.0
58.5
0.0
0.1
0.8
17.4
0.1
3.5
18.3
0.2
0.4

RONW (%)

1403
1403
1403
1403
1403
1403
1403
1403

DERatio

8.6
14.9
0.5
0.4
0.0
0.2
2.5
47.2
1.5
207.1
0.1
34.6
0.1
44.0
-0.0
-0.0
0.1
43.2
0.1
5.4
180.2
3.4
-8.9
1.1
-18.5
0.0
0.4
8.0
1.6
2.9
2.3
26.7
1448.3
0.0
0.2
0.3
52.1
0.4
4.3
132.0
6.8
1282.8
0.2
11.9
0.0
127.7
302.2
-0.0
56.8
37.0
2.2
0.1
0.1
0.2
122.2
0.1
34.5
0.7
19.0
0.3
0.0
0.4
2.8
0.1
1.3
6.1
-0.0
-0.3

Div (`)

0.1
15.0
1.2
1.3
0.4
0.4
4.5
48.3
9.9
1353.7
17.1
470.6
11.1
456.3
0.0
3.4
0.5
59.2
10.1
44.9
1087.6
2.8
2.9
1.3
16.8
0.1
0.0
14.6
2.4
4.1
4.5
104.4
5918.4
0.0
0.3
16.4
173.2
4.8
11.6
923.0
63.1
4667.1
0.0
41.8
0.1
846.5
2107.7
0.0
190.1
559.7
10.7
1.7
0.2
0.1
540.5
0.3
45.1
1.3
50.0
0.6
0.2
28.6
3.3
13.9
1040.9
1213.1
0.1
0.0

678
0
684
30
10
2
5
2
3
5
19
13
219
10
655
51
21 258
90 4922
0
28
66 1847
25
0
30 2100
10
0
17
2
71
2
38
70
3
10
95 158
108 4928
288
11
669
22
21
33
33 102
10
0
36
0
960
57
41
12
1068
64
1
10
37 346
9
50
207 21522
6
0
8
0
1 104
24 546
1
0
189
52
473 3169
115 185
209 17018
10
0
1
0
119 208
12
0
441 3173
365 7880
113
0
38 519
53 1799
12
39
11
6
2
1
384
6
216 2215
1
2
375 221
2
6
54 184
2
2
1
1
24 114
633
19
1
45
53 3816
71 4700
31
2
3
1

EPS (`)

1409
1409
1406
1406
1406
1406
1406
1409
1409
1409
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

4.4
6.5
28.4
10.9
22.3
13.3
25.9
5.3
1719.1
113.8
15.7
38.1*
10.0
168.2
96.2
6.7
31.8
13.9*
31.4
12.5
397.1
8.4
5.1
29.1*
523.4
21.2
13.4
17.3
134.2
7.9
24.3*
180.0
3.7
1320.0
3.7
5.5
53.8*
562.1
5.1
14.3
246.2*
178.3
987.5
11.3
10.2
40.6
24.2
65.9*
226.9
5.0
126.0
503.1
98.1
21.3
10.0
10.9
111.1*
21.6*
55.1
12.8
80.7
25.4
42.6
50.7
3.2
15.2
38.7
11.6
31.1
3.7*

Sales (` Cr)

6.0
6.7
-1.1
-0.1
0.0
0.7
2.0
14.3
5.6
17.4
37.4
10.7
0.0
9.1
-0.1
0.1
0.3
7.5
-0.9
18.7
18.2
4.6
5.0
1.5
-2.2
0.1
0.0
2.0
2.3
7.1
4.5
9.2
15.2
19.8
0.2
0.6
1.3
15.4
0.0
8.1
3.5
-6.3
22.7
1.3
2.7
11.7
0.2
17.9
15.3
-0.0
14.6
2.2
4.5
4.8
1.7
1.2
18.4
3.1
8.7
0.1
13.4
0.1
0.2
0.7
8.6
0.4
1.7
22.4
0.0
3.8

1403
1403
U1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
U 1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
U 1403
1403
1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403

CEqt. (` Cr)

Sales
(` Cr)

LATEST QTR.

NP (` Cr)

*Kalyani Investment
10
Kama Holdings Ltd.
10
Kamalakshi Finance
10
KDJ Holiday Scapes
2
KGN Industries Ltd.
1
Khoobsurat Ltd.
10
Kiran Vyapar
10
*Kirloskar Bros. Inv
10
*L&T Finance Holdings 10
*M&M Fin.Services
2
Maa Jagdambe Trade
2
Magma Fincorp Ltd.
2
Mahanivesh (Ind)
10
Manappuram Finance
2
Mangalam Industrial
10
Mathew Easow Res
10
Microsec Financial S
10
*Motilal Oswal Financ
1
MSR India
5
Muthoot Capital
10
Muthoot Finance
10
Nahar Capital & Fina
5
Nalwa Sons Investmen 10
*NCL Research
10
*Network 18 Media & I
5
Ojas Asset Reconst
10
Onelife Capital Adv
10
Oscar Investment
10
Oswal Agro Mills
10
Pilani Investmen
10
*PMC Fincorp
1
PNB Gilts Ltd.
10
Potential Investment
10
Power Finance Co
10
Premier Capital Serv
1
Profin Capital Servi
10
PS IT Infrastructure
1
PTC India Financial
10
*Ramchandra Leasing
1
Rane Holdings Ltd.
10
Reliance Capital
10
Religare Enterprises
10
Rural Electrific
10
*Sai Baba Investment
10
Sam Leaseco Ltd.
1
SE Investments
10
*Sharp Investments
10
Shriram City Uni
10
*Shriram Trans.Fi
10
Simplex Trad&Age
10
*SKS Microfinance
10
SREI Infrastructure
10
SRS Finance Ltd.
10
Stampede Capital
10
Sulabh Eng.&Ser.
1
Summit Securities
10
Sundaram Finance
10
Surabhi Chemical & I
1
Tata Investment
10
*Tilak Finance
1
Tourism Finance
10
TTI Enterprise Ltd.
2
Unno Industries
1
Urja Global
10
Vardhman Holdings
10
Vishvjyoti Trading
1
VLS Finance L
10
Weizmann Forex
10
Westlife Development
2
Zodiac Ventures
1
48 GLASS
IND. COMPOSITE
Asahi India Glass
1
Borosil Glass
10
Empire Inds.
10
Guj. Borosil Ltd
5
Haldyn Glass
1
Hind. NationalGl
2
La Opala RG Ltd.
2
*Saint-Gobain Sekurit 10
49 GRANITES/MARBLES
IND. COMPOSITE
Aro Granite Indu
10

Year / Months

Company Name

Face Value

AUDITED ANNUAL

29.1
10.9
26.0
42.1
18.8
17.9
11.2
45.3
15.3
9.5
7.0
61.4
14.3
19.9
8.0
89.3
6.4
11.4
37.1
26.9
5.8
22.5
21.0
17.2
25.7
29.8
61.1
32.6
16.9
5.7
13.4
10.8
-

26
122/39 3838
2077/675 492 16.8
1100/440 602 14.3
29/4 202 20.3
25/11
77 6.0
165/130 3386
371/92 1939 61.3
41/12 356
-

91/22

217

9
5.1

Personal Copy of Sundar Narayanaswamy

SHAREHOLDINGS

2609
369
189
6334
202
85
473

309.25
122.90
524.90
919.35
126.20
87.60
503.45

32
353/96 3077
149/51 404 24.7
629/245 220 15.9
1023/296 6330 20.9
175/39 221 6.4
88/43 100 21.2
641/418 885 16.4

5
-261
-13
97
-

34.34 64 45.54 33.0


71.34 74 9.35 112.3
50.99 0 1.21 37.2
50.01 0 0.36
6.6
59.69 0 33.13 24.8

14830
5373
456
423
756

1065.95
116.10
49.70
386.15
586.45

51
1220/817 15642 44.3
136/93 6598
62/32 491 13.3
465/128 546 15.2
759/214 756
-

120
-61
250
75
140
-193
77
-39
631
-140
-18
236
-173
-329
60
-3
9
118
-97
139
-60
59
-156
6
-5

50.16
64.20
72.48
60.12
62.45
73.80
74.99
35.24
74.99
74.78
62.70
87.02
37.53
60.89
74.62
75.00
60.31
71.02
79.91
52.24
58.35
46.51
74.98
38.11
44.00

NP
(` Cr)

Year / Months

Sales
(` Cr)

NP (` Cr)

NP Growth (%)

1406
1406
1406
1409
1406
1406
1406

28.2
35.7
131.1
181.6
119.5
45.1
440.5

2.6
4.0
25.3
32.6
30.2
0.2
1.6

1406H
1406Q
1406Q
1409H
1406Q
1406Q
1406Q

44.7
35.7
131.1
1003.4
119.5
45.1
440.5

-29
16
4
21
16
6
3

5.5
4.0
25.3
263.8
30.2
0.2
1.6

-59
70
0
54
32
-85
-77

5243
213 3862
80 369
20 678
93 334
230
1

414
330.7
24.0
35.4
23.7
0.1

23.8
0.5
3.9
21.7
0.0

5.75
1.80
1.50
-

0.3
0.3
0.2
1.5
0.0

11.2
0.6
18.9
23.2
0.0

1406 1053.7
1406 151.1
1406 178.3
1406 92.1
1406
0.4

82.7
-12.2
8.4
8.3
0.1

1406Q 1053.7
1406Q 151.1
1406Q 178.3
1406Q 92.1
1406Q
0.4

18
54
8
17
-

82.7
-12.2
8.4
8.3
0.1

0.4
6.8 1406 10.3
0.2 1406Q 10.3
0.0
3.3 1406 25.1
5.1 1406Q 25.1
1.0
-2.9 1406 47.6
1.1 1406Q 47.6
0.4
-1.7 1406 30.8
-1.8 1406Q 30.8
0.0
20.8 1406
8.2
1.2 1406Q
8.2
0.4
0.1 1406 72.1
-2.0 1406Q 72.1
0.3
11.2 1406 41.7
1.0 1406Q 41.7
0.1
3.6 1406 284.1
6.4 1406Q 284.1
0.4
12.7 1406 12.4
2.6 1406Q 12.4
0.0
-0.6 1409
9.8
-2.5 1409H 20.6
3.7 -52.7 1406 155.4 -174.6 1406Q 155.4
0.0
3.0 1409 102.4
1.6 1409H 198.6
0.9 -21.9 1406 397.8
-7.2 1406Q 397.8
5.8 -606.3 1406 30.5 -12.9 1406Q 30.5
0.0
3.0 1406 13.3
2.9 1406Q 13.3
0.0
11.9 1406 186.2 20.4 1406Q 186.2
0.6
-2.6 1406 67.3
-4.9 1406Q 67.3
0.3 -15.0 1409 19.0
2.3 1409H 39.4
0.6
6.8 1406 31.5
0.3 1406Q 31.5
0.0
10.1 1406
8.0
2.7 1406Q
8.0
0.0
6.2 1406 70.3
1.9 1406Q 70.3
0.0
-6.2 1409 35.2
-3.5 1409H 74.0
0.6
1.4 1406 53.8
-3.4 1406Q 53.8
0.8
1.2 1406 30.5
1.3 1406Q 30.5
0.1
18.7 1406 31.3
2.8 1406Q 31.3

35
0.2
22
5.1
-3
1.1
-4
-1.8
16
1.2
-15
-2.0
3
1.0
5
6.4
37
2.6
5
-4.5
3 -174.6
3
1.9
0
-7.2
-1 -12.9
5
2.9
3
20.4
2
-4.9
-15
3.1
6
0.3
33
2.7
17
1.9
36
-3.8
-7
-3.4
-1
1.3
7
2.8

0.6
0.0
2.0
0.6
0.7
0.0
0.2
0.3
2.1
0.0
0.1
2.1
1.3
0.0
1.8

187
19.2
400 74.88 3 3.08 15.6
11 1206.7
174 74.85 0 18.86 25.7
9 -12.2 -1831 74.05 0 0.42
1.4
-26 -15.8 -549 74.98 78 12.01 41.1
-39 -59.2 -488 64.11 64 24.33 437.8
0.7
230 42.03 0 27.64 91.9
23
3.8
46 59.92 0 5.72
5.1
-33
0.0
155 61.30 9 2.78
0.8
-37 -148.9
-26 70.15 93 5.85 256.7
90
0.0
766 3.63 0 0.48
2.1
59
- 74.88 0 3.07
0.8
803
0.1
351 13.21 0 0.00 19.0
50
11.2
128 46.95 0 16.70 24.8
0.0
-69 0.00 0 0.00
0.7
-38 -49.0 -469 62.71 0 7.63 29.2

542
56089
104
1281
9289
524
167
404
1673
112
698
93
506
1033
176

66.50
296.70
35.95
13.60
21.30
3.95
318.25
328.10
6.95
9.20
41.00
173.40
50.05
717.70
23.75

77/30
322/149
44/18
17/7
38/17
7/3
360/51
375/83
15/6
9/1
54/13
351/155
67/22
770/475
50/18

1
1.7
-4
8
5.5
-3
11.3
12 -141.6
159 -145.4
7
10.3
16
8.0
5
3.8
34
39.7
10
6.4
7
0.5
0 -57.9
-44 -59.9
12
14.6
12 129.5
5 306.3
14 -110.6
13 1563.1
28
38.1

701
496
743
142
2398
1084
1100
183
269
487
103
125
275
119
1570
2163
14666
701
28985
688

149.95
40.15
317.00
20.00
105.85
4.50
375.70
22.45
183.25
148.70
48.85
3.15
18.80
16.15
88.00
78.30
160.30
32.55
1199.10
157.65

178/67
58/25
357/136
28/10
504/87
8/3
481/250
27/15
258/119
187/67
65/15
6/3
25/10
36/8
117/46
98/44
350/128
64/31
1365/805
162/46

7903 -1014
7
40
2.3
0.5 0.24
736
93 27.4 23.9 3.00
413 228 -23.7 -12.2 1.00
254 130
-5.0 -4.4 1.50
332
43
9.0 69.1 20.00
44 321
1.0
0.1 0.10
69 216 23.6
7.7 3.00
46 1231 95.0
1.7 1.10
40
48
8.2
5.1 1.00
29
47
-1.6 -0.2
18 718 -441.5 -9.5
37 438
9.4
1.1 0.50
33 1930 -590.5 -7.3
16 134 -232.6 -96.2
173
42
6.8
5.2 6.00
89 778 94.5 10.6 4.00
16 298
-7.2 -0.4 0.55
66
84 -26.9 -9.9
47 123
5.5
3.2
124
23
7.0 12.5 4.00
65 264 18.9
4.0 1.00
29 121 -16.4 -1.8
56 244
5.0
0.8 0.20
51 156
1.8
0.6
21 156 15.9
4.0 1.50

41
94
53
7
17
5
84
53
11
1
4
10
67
10
114

12215
306
312 41.9
4999 1089.9
257 -20.7
99 -67.1
786 165.9
0
0.4
36
11.0
38
0.9
2236 -960.0
3
0.0
0
0.0
1
0.5
1551 36.5
0
0.0
1896
6.3

243851 10335
19 441
4.3
99 1691
0.3
139 2057 26.2
130 783 46.0
400 9676 62.0
7 513 -291.1
71 473 15.0
30 670 15.1
107
84 17.3
233 1541 55.9
69 975 17.7
2 613 -12.6
21 1561 -170.3
26 1968 -319.0
117 703 78.2
141 5510 144.3
143 14544 1292.0
9 11953 -1390.1
970 45298 1334.5
91 1116 58.6

5.1
5.8
-7.1
-0.7
0.4
0.0
20.9
0.7
-4.0
0.0
0.0
0.9
3.6
0.0
0.9

0.24
4.40
0.10
3.00
0.20
-

12.5
6.1
-13.6
-10.0
2.3
0.1
25.0
1.3
-35.9
0.1
0.1
8.5
5.3
0.1
0.8

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

129.8 19.2 1406Q 129.8


1322.9 1206.7 1406Q 1322.9
62.7 -12.2 1406Q 62.7
18.6 -15.8 1406Q 18.6
161.2 -59.2 1406Q 161.2
0.0
0.7 1406Q
0.0
10.3
3.8 1406Q 10.3
5.1
0.0 1406Q
5.1
354.2 -148.9 1406Q 354.2
0.7
0.0 1406Q
0.7
0.1
0.0
0.0
0.1 1406Q
0.0
530.9 11.2 1406Q 530.9
0.1
0.0 1406Q
0.1
262.5 -49.0 1406Q 262.5

0.9
- 1.2
4.8 1406 118.0
0.0
- 1.0
0.0 1406 424.5
11.2 5.00 1.1
8.0 1406 544.8
6.5 0.60 0.3
5.0 1406 198.6
2.7 0.50 3.5
0.7 1406 2801.7
-1.2
- 5.6 -16.9 1406 344.1
5.1 0.50 0.8
7.2 1406 121.4
1.9
- 0.5
6.1 1406 193.5
11.8 6.00 0.0
11.0 1406 23.2
17.1 2.50 1.4
7.3 1406 509.8
8.4 0.30 1.8
12.3 1406 289.9
-0.3
- 1.4 -13.6 1406 119.4
-11.6
- 4.0 -55.9 1406 386.9
-43.2
- 12.6 -167.9 1406 341.0
4.4 0.50 0.0
3.7 1406 168.4
5.2 1.00 0.9
3.7 1409 1591.4
14.1 1.50 1.7
9.9 1406 3583.9
-64.5
- 57.3 -730.0 1406 3237.8
55.2 11.00 1.1
5.7 1409 12053.5
13.4 3.00 0.5
14.7 1409 315.3

1.7
-10.4
5.5
11.3
-141.6
-145.4
10.3
8.0
3.8
39.7
6.4
0.5
-57.9
-59.9
14.6
74.6
306.3
-110.6
761.7
22.8

1406Q 118.0
1406Q 544.8
1406Q 198.6
1406Q 2801.7
1406Q 344.1
1406Q 121.4
1406Q 193.5
1406Q 23.2
1406Q 509.8
1406Q 289.9
1406Q 119.4
1406Q 386.9
1406Q 341.0
1406Q 168.4
1409H 2740.4
1406Q 3583.9
1406Q 3237.8
1409H 23599.8
1409H 627.8

8
-35
-5
-286
-106
86
19
-52
117
-2
104
-174
-11
-26
248
28
77
1408
73

74.96
64.70
43.74
51.53
63.24
45.23
69.56
51.04
73.26
64.89
63.92
49.88
52.25
58.63
73.00
46.27
60.47
45.85
39.31
59.84

0
0
90
0
0
0
0
0
0
0
93
0
0
69
0
0
2
98
42
0
0
0
0
35
21

0
27
0
40
70
80
0
37
0
13
0
26
0
69
0
0
0
66
35
0

0.12
5.0
7.66 14.2
3.22 16.6
1.17 16.9
0.00
5.8
1.26 17.6
14.26
6.1
14.43 75.4
0.00
3.4
0.00
1.4
6.07 113.3
4.25
2.4
41.13 149.1
1.09
6.7
0.02 12.9
11.73 19.9
11.50 13.7
8.82 18.9
0.03
3.6
44.05
2.5
20.98 15.0
14.94 18.4
4.16 43.7
0.00
3.7
3.08
2.9

0.00
10.44
18.94
10.27
5.98
1.47
4.52
6.14
0.04
5.78
3.97
9.16
4.71
4.10
9.17
30.70
25.90
28.11
23.62
0.60

0.5
23.3
3.1
128.6
37.2
50.2
1.0
6.8
5.1
21.7
3.1
11.4
130.7
10.1
78.4
35.5
155.1
48.0
805.4
39.0

333
72.00
207
181.00
246
126.50
123
107.00
193 1484.10
257
15.75
609
199.85
5710
99.90
136
85.00
174
20.10
1013
21.70
1019
118.80
8115
100.50
184
75.95
151
115.15
2552
287.40
393
22.00
122
44.70
223
127.55
127
228.70
722
153.65
1478
164.20
643
102.50
167
57.15
638 159.15XB

52-Week
High/Low

Sales
(` Cr)

1.4
6.4
25.2
40.6
29.7
5.7
9.3

(22/10/14)

Latest Qtr. Year

1.5
0.2
0.9
0.0
0.3
0.2
1.6

CMP (`)

RONW (%)

1.00
2.50
4.80
1.50
5.00

Pledged (%)

DERatio

0.6
4.4
32.9
30.6
15.2
5.6
36.2

Sales (` Cr)

304
4.6
13.3
11.9
210.6
24.3
5.4
34.0

90/28
267/122
173/91
128/87
2179/525
17/6
226/108
111/52
107/43
24/16
31/14
260/62
112/46
113/49
135/81
335/211
28/14
53/21
144/114
393/210
164/101
172/62
128/54
82/46
183/141

NOV 3 - 16, 2014 DSIJ.in

345
203
1043
233
191
515
665
5933
129
175
4086
727
10387
397
147
2516
550
134
274
126
709
1469
843
263
648

Trailing P/E Ratio

Market Cap
(` Cr)

5.9
8.5
9.2
12.9
29.2
2.7
20.0

3489
39
83
70 146
130 188
75 1002
51 189
98 144
392 1736

Entprise Value

No. of Shareholder
(in 000)

65.32 0 24.10
25.90 0 19.10
65.39 0 0.02
57.66 0 28.19
48.20 56 0.27
74.99 0 0.00
56.10 0 13.03

Prom. Stake (%)

Inst. Stake (%)

MARKET RELATED DATA

Div (`)

Sales Growth (%)

YEAR TO DATE

EPS (`)

LATEST QTR.

NP (` Cr)

50 HORTICULTURE AND FLORI CULTURE


IND. COMPOSITE
99
Advanta
2 1312
16.9
CamsonBioTechnology 10 1403 30.0*
JK Agri Genetics Ltd
10 1403
3.6
Kaveri Seed Company
2 1403
13.8
Nath Bio-Genes
10 1403
16.0
Srinivasa Hatche
10 1403
9.7
Venkys (India) Ltd.
10 1403
9.4
51 HOSPITALS AND MEDIC AL SERVICES
IND. COMPOSITE
648
Apollo Hospitals
5 1403
69.6
Fortis Healthcare
10 1403 462.8*
Indraprastha Med
10 1403
91.7
Kovai Medical
10 1403
10.9
*Marico Kaya Enter
10 1403
12.9
52 HOTELS AND RESORTS
IND. COMPOSITE
937
Advani Hotels
2 1403
9.2
Asian Hotels (East)
10 1403
11.4
Asian Hotels (North)
10 1403
19.5
Asian Hotels (West)
10 1403
11.5
Benares Hotels
10 1403
1.3
Country Club
2 1403
32.7
EIH Associated
10 1403
30.5
EIH Ltd.
2 1403 114.3
Fomento Resorts
10 1403
16.0
Graviss Hospitality
2 1403 17.3*
Hotel Leela Ven.
2 1403 93.3*
*India Tourism De
10 1403
85.8
Indian Hotels Co
1 1403
80.7
Kamat Hotels (In
10 1403 24.2*
Mac Charles
10 1403
13.1
Mahindra Holidays
10 1403
88.8
Oriental Hotels
1 1403
17.9
Royal Orchid Hotels
10 1403
27.2
Sayaji Hotels Lt
10 1403
17.5
SinclairsHotels
10 1403
5.6
Speciality Restauran
10 1403
47.0
*Sterl.Holi.Reso
10 1403 90.0*
Taj GVK Hotels & Res
2 1403
12.5
TGB Banquets
10 1403
29.3
The Byke Hospitality
10 1403 40.1*
53 INFRASTRUCTURE - GE NERAL
IND. COMPOSITE
3168
Atlanta Ltd.
2 1403
16.3
Bharti Infratel Ltd.
10 1403 1890.4*
Brahmaputra Infra
10 1403
29.0
Gammon Infrastructur
2 U1403 188.5*
GMR Infrastructure L
1 1403 436.1
Indiabulls Infra & P
2 1403 265.3
Kesar Terminals & In
10 1403
5.3
Kridhan Infra
10 1403
12.3
Lanco Infratech Ltd.
1 1403 240.8
*Midas Infra Trade
1 1403 12.2*
Newtime Infra.
1 U1406
17.0
Parab Infra
10 U1403
5.4
Pratibha Industries
2 1403
20.2
*Tarang Projects
10 1403
14.4
Unity Infraprojects
2 1403
14.8
54 IRON AND STEEL
IND. COMPOSITE
11648
*Adhunik Industries
10 1403
46.8
Adhunik Metaliks
10 U1406 123.5
*APL Apollo Tubes
10 1403
23.4
Balasore Alloys
5 1403
35.4
Bhushan Steel Ltd.
2 1403 45.3*
Electrosteel Steels
10 1403 2409.2
Gallantt Ispat Ltd.
10 1403
29.3
Gallantt Metal
10 1403
81.3
Gandhi Special
5 1403
7.3
Godawari Power & Isp 10 1403
32.8
Good Luck Steel
2 1403
4.2
India Steel Works Lt
1 1403
39.8
ISMT Ltd.
5 1403
73.3
Jai Balaji Industrie
10 1403
73.8
Jai Corp Ltd.
1 1403
17.8
*Jindal Saw
2 1403
55.2
Jindal St & Pwr
1 1403
91.5
Jindal Stainless
2 1403
43.1
JSW Steel
10 1403 241.7
Kalyani Steel
5 1403
21.8

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

40
10.7
20.0
25.4
62.8
13.1
83.1
33.6
27.2
14.9
45.0
40.5

51
700 9.5
56042 30.2
405
1622
13279
524
175 13.7
422
7208
112
692
101
1267 11.8
1033
1525
-

798
1704
1094
433
34154
9357
1269
291
268
1539
360
189
1349
2403
1554
5527
36571
11564
53494
856

37

11
32.0
3.1
55.7
11.2
20.4
6.3
5.8
21.5
9.1
10.8
9.6
9.2

Updated Information

38

DSIJ.in NOV 3 - 16, 2014

Trailing P/E Ratio

52-Week
High/Low

(22/10/14)

CMP (`)

Pledged (%)

61/17
61/18
15/6
372/151
92/51
167/58
36/13
52/15
548/92
27/13
40/15
69/29
239/60
60/18
140/83
36/14
520/116
403/94
45/21
62/18
113/54
74/33
34/14
94/14
69/44
120/66
154/40
1204/286
579/309
218/75
47/21
92/58
10/6
30/12
108/33

Prom. Stake (%)

54.20
54.80
8.99
306.50
70.65
77.15
20.80
37.65
457.30
21.95
27.00
44.05
172.00
54.40
117.85
18.20
471.75
190.90
39.20
51.95
83.40
56.45
28.35
85.10
56.55
90.25
152.95
754.15
457.10
194.95
27.70
70.95
7.40
19.10
78.65

NP Growth (%)

127
752
101
2054
403
508
183
532
1496
98
362
195
464
655
206
97
2202
686
200
207
34449
293
511
164
252
396
387
1161
44394
615
844
1009
979
210
2068

NP (` Cr)

11
2.4
79 66.71 0 0.00 10.6
24
32.0
77 59.54 0 2.70 66.6
27
-8.6
33 53.09 35 0.01 12.7
-18
22.5
-18 58.48 0 19.61 22.9
38
3.2
39 56.40 67 10.58 18.7
86
17.4
-67 48.58 0 32.24 19.8
23
11.0
621 71.89 0 0.28 11.4
14
0.4
101 73.35 29 5.83 44.5
3
16.8
137 55.08 0 11.02 21.3
13
8.5
15 48.92 0 1.57 27.6
210
0.0
-92 75.00 0 3.85
9.4
-32
-2.8
83 49.41 0 0.18 33.9
-38 -11.1
38 29.04 3 0.05
5.6
-12
3.1
-27 40.08 26 29.89 25.8
27
6.3
23 67.01 12 8.45
3.1
-79 -66.2
49 39.36 100 5.52 32.5
20
38.5
28 59.91 1 13.40
7.5
18
40.1
34 71.54 0 8.80 12.6
-8
7.8
118 36.95 0 19.69 17.0
-2
12.8
267 50.78 0 0.08 20.6
10 529.9
18 79.99 0 16.50 388.7
-4
9.1
235 54.99 36 0.57
7.2
13
4.5
40 49.06 0 0.11 69.6
7
1.4
-17 74.70 0 0.00
2.0
-41 -10.8
53 45.61 100 1.54
1.9
-5
11.2
-21 64.00 0 0.06 17.5
3
56.7
765 50.09 0 2.42 47.8
19
66.8
84 54.50 0 12.30 29.0
11 2268.0
67 31.35 9 43.33 936.6
21
20.2
-33 74.97 0 2.34 13.4
24 -36.1 -1743 42.13 0 24.09 49.3
21
9.5
51 60.87 3 27.50 27.0
-3
-4.2
76 46.11 49 15.90 155.5
6 -19.4
64 75.00 83 10.52 19.5
-27 -80.4
1 38.43 0 15.42 64.2

Entprise Value

Inst. Stake (%)

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Latest Qtr. Year

1406 256.0
2.4 1406Q 256.0
1409 368.6 20.2 1409H 706.0
1406 174.1
-8.6 1406Q 174.1
1406 269.0 22.5 1406Q 269.0
1406 231.0
3.2 1406Q 231.0
1406 893.7 17.4 1406Q 893.7
1406 318.4 11.0 1406Q 318.4
1406 678.4
0.4 1406Q 678.4
1409 178.2
8.1 1409H 356.1
1406 902.2
8.5 1406Q 902.2
1406 346.4
0.0 1406Q 346.4
1406 47.2
-2.8 1406Q 47.2
1406
0.5 -11.1 1406Q
0.5
1406 168.5
3.1 1406Q 168.5
1406 206.6
6.3 1406Q 206.6
1406 43.4 -66.2 1406Q 43.4
1406 349.4 38.5 1406Q 349.4
1406 364.8 40.1 1406Q 364.8
1406 226.7
7.8 1406Q 226.7
1406 217.0 12.8 1406Q 217.0
1406 11341.2 529.9 1406Q 11341.2
1406 296.8
9.1 1406Q 296.8
1406 416.6
4.5 1406Q 416.6
1406 62.5
1.4 1406Q 62.5
1406 90.7 -10.8 1406Q 90.7
1406 672.1 11.2 1406Q 672.1
1409 279.7 24.4 1409H 564.5
1409 211.1 22.5 1409H 414.3
1406 10468.3 2268.0 1406Q 10468.3
1406 175.4 20.2 1406Q 175.4
1406 920.1 -36.1 1406Q 920.1
1406 1619.1
9.5 1406Q 1619.1
1406 1496.4
-4.2 1406Q 1496.4
1406 257.8 -19.4 1406Q 257.8
1409 1258.4 -11.6 1409H 1910.1

MARKET RELATED DATA


Market Cap
(` Cr)

6.3
9.3
-51.5
3.5
1.3
2.5
3.1
-4.1
52.6
10.9
0.4
4.1
-37.1
4.0
9.2
-63.3
18.6
7.7
-32.5
17.2
6.1
11.5
4.2
4.5
-16.5
6.9
683.3
14.0
10.5
15.3
-1.7
2.8
-27.7
-41.5
-0.9

SHAREHOLDINGS

YEAR TO DATE

No. of Shareholder
(in 000)

Kamdhenu Ispat
10 1403
23.4 40 922
6.0
2.5
- 0.9
*Kirloskar Ferrou
5 1403
68.7 31 1232 39.8
2.9 1.25 0.4
Lloyds Metals & Ener
2 1403 22.4*
7 568 -42.4 -3.8
- 0.2
Maha. Seamless
5 1403
33.5 416 1205 97.1 14.5 6.00 0.0
Man Industries I
5 1403
28.6 116 1005
8.9
1.6 1.00 0.6
Monnet Ispat & Energ
10 1403
65.8 405 2268 66.6 10.1 1.00 2.5
MSP Steel & Power Lt 10 1403
88.1 77 1193 21.0
2.4
- 1.4
*Mukand Ltd.
10 1403 141.4 150 2540 -88.0 -6.2
- 0.9
MUSCO Ltd
10 1403
32.7 109 723 188.2 57.5
- 0.0
*National Steel and A
10 1403
44.5 63 3499 30.5
6.8
- 1.2
OCL Iron & Steel
1 1403
13.4 43 611
2.4
0.2
- 2.6
Oil Country Tub.
10 1403
44.3 57 359 10.4
2.4 2.00 0.7
Orissa Sponge Iron &
10 1403
27.0 41
0 -41.3 -15.3
- 1.1
Pennar Industrie
5 1403
60.2 26 737 12.6
1.0
- 0.4
Prakash Steelage Ltd
10 1403
17.5 103 944 16.5
9.5 1.00 1.4
PSL Ltd.
10 1403
53.3 37 192 -126.5 -47.5
- 18.9
Ratnamani Metals
2 1403
9.3 164 1326 142.8 30.6 4.50 0.1
Sarda Energy & Miner 10 1403 36.0* 274 1271 75.4 21.0 3.00 0.5
Sathavahana Ispa
10 1403
50.9 35 938 -58.0 -11.4
- 4.2
Srikalahasthi Pipes
10 1403
39.8 57 989 38.7
9.7 1.50 1.8
Steel Authority
10 1403 4130.5 103 46698 2616.5
6.3 2.02 0.6
Steel ExchangeIndia
10 U1403
52.0 60 1255 35.8
6.9
- 1.3
Sunflag Iron
10 1403 180.2 29 1585 21.7
1.2
- 0.8
Suraj
10 1403
19.3 43 238
3.7
1.9 1.50 1.3
Surana Ind.Ltd
10 1403
44.5 212 555 -155.5 -34.9
- 1.3
Surya Roshni Ltd
10 1403
43.8 177 3031 53.4 12.2 1.00 1.2
*Tata Metaliks
10 1403
25.3
2 1150 38.6 15.3
- 52.8
Tata Sponge Iron
10 1403
15.4 469 782 101.2 65.7 10.00 0.0
Tata Steel
10 1403 971.2 630 41711 6412.2 66.0 10.00 0.4
Technocraft Industri
10 1403
31.5 171 838 82.2 26.1 5.00 0.2
Usha Martin Ltd.
1 1403
30.5 50 3287 -25.7 -0.8
- 2.1
Uttam Galva Steels
10 1403 142.3 90 5467 35.3
2.5
- 2.1
Uttam Value Steels
10 1403 1322.9*
3 6662 -98.7 -0.7
- 5.7
Visa Steel
10 U1403 110.0 33 1030 -152.5 -13.9
- 4.3
Welspun Corp
5 1403 131.5 74 4868 -17.5 -0.7 0.50 1.1
55 LAMINATES
IND. COMPOSITE
34
3443
181
Century Plyboard
1 1403 22.3* 13 1284 66.9
3.0 1.00 1.5
Greenply Industr
5 1403
12.1 242 2160 114.5 47.4 3.00 0.9
56 LEATHER
IND. COMPOSITE
128
5452
354
Bata India
10 1312
64.3 131 2065 190.7 29.7 6.50 0.0
Bhartiya Interna
10 1403
11.2 131 319
8.6
7.7 1.00 1.0
Liberty Shoes Li
10 1403
17.0 81 484 13.4
7.9 1.50 0.8
Mirza International
2 1403
18.5 31 707 43.4
4.7 0.50 0.7
Relaxo Footwears
1 1403
6.0 46 1212 65.6 10.9 0.50 0.6
Superhouse Ltd.
10 1403 11.4* 172 666 32.4 28.4 1.50 0.8
57 LOGISTICS
IND. COMPOSITE
341
3158 -212
ABG Infralogistics
10 1403
12.0 178
74 -18.3 -15.3
- 0.9
Aegis Logistics Ltd.
10 1403
33.4 96 371 19.4
5.8 5.25 0.6
Allcargo Logistics
2 1403
25.2 96 989 56.1
4.5 1.50 0.2
Arshiya
2 1403
23.5 48 302 -297.7 -25.3
- 2.6
Chartered Logistics
1 1403
9.9
2 161
-8.2 -0.8
- 4.1
Patel Integrated Log
10 1403
15.2 59 546
2.3
1.5 0.50 0.4
Sical Logistics
10 1403
55.6 78 562 10.7
1.9
- 0.9
Snowman Logistics Lt 10 1403 166.4 16 153 23.2
1.4
- 0.6
58 LUBRICANTS
IND. COMPOSITE
268
5041
635
Castrol India
5 1312 247.3 10 3180 508.6 10.3 3.50 0.0
Gulf Oil Corporation
2 1403
9.9 227 953 58.3 11.8 2.50 0.1
Gulf Oil Lubricants
2 1403
9.9
2
0
-0.0 -0.0
Tide Water Oil
10 1403
0.9 4438 909 68.3 784.4 200.00 0.0
59 MEDIA - PRINT
IND. COMPOSITE
485
8869 1070
Archies Ltd.
2 1403
6.8 34 196
5.2
1.6 0.40 0.1
*DB Corp Ltd.
10 1403 183.6 62 1856 306.3 16.7 7.25 0.1
*DIC India
10 1312
9.2 317 712 12.5 13.7 4.00 0.1
Hindustan Media Vent 10 1403
73.4 83 730 111.2 15.2 1.20 0.0
HT Media
2 1403 46.9* 60 1429 155.6
6.6 0.40 0.3
Jagran Prakashan
2 1403
65.4 29 1589 233.0
7.1 4.00 0.5
MPS Ltd.
10 1403
16.8 55 188 43.4 25.8 17.00 0.0
Navneet Educaton
2 1403
47.6 21 861 113.2
4.8 2.00 0.5
Orient Press Ltd
10 1403
8.1 77 179
1.0
1.3 1.00 0.8
Repro India Ltd.
10 1403
10.9 191 421 29.7 27.2 10.00 0.9
Sandesh
10 1403
7.6 530 313 45.8 60.5 4.00 0.1
TCPL Packaging
10 1403
8.7 101 395 12.5 14.4 2.50 1.6
60 MEDICAL - OTHERS
IND. COMPOSITE
264
575
85
Opto Circuits India
10 1403 242.3 62 263 42.2
1.7
- 0.6
Poly Medicure Lt
10 1403
22.0 65 312 43.0 19.5 4.00 0.3

RONW (%)

DERatio

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

203
895
107
2032
643
6782
1121
2343
1465
293
1710
368
581
755
446
3760
2232
1107
727
559
55859
613
853
266
1481
1322
568
892
69560
690
3905
3616
2186
2398
4122

18.1
14.0
22.3
41.3
16.1
6.0
7.6
3.1
8.1
11.6
14.6
8.0
4.3
12.8
7.0
22.3
48.4
7.9
4.4
8.8
6.1
8.5
26.2
-

23.0 1406 362.7


19.6 1406 517.1

25.7 1406Q 362.7


30.2 1406Q 517.1

28
8

25.7
30.2

711 74.46
34 54.99

8 7.84
0 23.09

12.2
3.4

2570
2398

115.50
993.65

2
136/22 2998 26.5
1065/300 2937 19.6

22.7
5.9
9.7
15.1
23.7
16.5

1406
1406
1409
1406
1406
1406

622.1
73.4
144.5
211.7
373.8
175.5

59.4
2.5
2.5
9.8
23.1
8.6

1406H
1406Q
1409H
1406Q
1406Q
1406Q

1117.5
73.4
246.5
211.7
373.8
175.5

9
8
18
35
19
35

98.8
2.5
5.9
9.8
23.1
8.6

-2
18
4
24
7
104

52.95
46.26
64.92
65.96
75.00
54.88

0 29.84
0 0.26
0 0.03
0 0.15
0 2.15
0 0.06

83.5
5.8
12.6
23.1
4.1
32.4

8027
414
482
381
2963
286

1249.10
370.80
282.70
41.15
493.75
250.30

35
1413/860 7771 42.4
404/149 543 45.9
351/86 585 36.0
48/22 564 8.4
542/164 3120 44.1
296/50 417 7.8

-8.6
6.0
4.6
-52.3
-37.3
2.6
2.5
8.8

1406 15.3
1406 81.2
1406 264.7
1406 11.0
1406 34.5
1406 148.4
1406 140.8
-

-2.9
5.0
20.1
-56.3
1.2
0.8
3.0
-

1406Q 15.3
1406Q 81.2
1406Q 264.7
1406Q 11.0
1406Q 34.5
1406Q 148.4
1406Q 140.8
-

-38
-13
12
-88
-20
23
5
-

-2.9
5.0
20.1
-56.3
1.2
0.8
3.0
-

-4
-13
2
-8
113
572
86
-

64.90 0 9.73
62.63 0 8.14
72.30 0 12.00
66.73 24 1.95
57.48 0 0.00
46.01 13 0.06
74.16 38 1.80
40.40 0 18.92

4.5
23.5
5.2
13.1
1.1
14.5
40.7
14.4

88
1120
2964
206
109
100
570
1660

73.55
335.45
235.15
17.50
11.02
65.55
102.55
99.70

100.9
5.2
-0.1
17.7

1406 913.7 124.4 1406H 1730.7


1406 23.8
8.1 1406Q 23.8
1406 230.3 18.0 1406Q 230.3
1406 244.8 17.7 1406Q 244.8

5
-90
12

224.6
8.1
18.0
17.7

-19
-15
-6

71.03
59.94
59.94
26.21

14.38
11.78
19.99
11.31

84.2
57.7
57.7
10.6

1406
1409
1409
1409
1409
1406
1406
1406
1406
1406
1406
1406

38.2
480.0
184.6
199.5
355.9
413.5
45.2
493.7
51.5
94.9
84.3
118.6

-0.8 -1630 61.73 0 0.38


147.4
4 69.98 26 26.05
-32.3 -583 71.75 0 0.04
65.3
18 74.99 0 15.27
52.0
-20 69.50 0 19.92
56.0
-6 62.59 0 24.58
16.3
201 74.99 0 0.13
89.8
27 61.79 0 18.44
0.6
910 75.00 0 0.03
5.8
-36 69.63 0 0.17
13.3
0 74.81 0 0.00
6.2
169 57.76 0 0.04

14.7
11.2
7.5
4.3
26.7
33.5
7.2
25.3
3.2
6.4
3.6
5.2

94
6566
345
1220
2629
4129
1010
2281
98
270
313
251

27.80
357.65
375.90
166.25
112.10
126.30
600.30
95.75
121.50
247.35
414.00
288.60

35/15
393/232
625/195
180/100
131/70
140/79
668/151
105/52
130/49
303/138
550/225
320/53

2.8 1406
29.8 1406

43.6
82.8

91.9
2.6

452
1856

18.65
841.85

27
45/18 1321
971/290 1890 43.0

4.6
26.8
4.3
18.3
11.0
24.5
46.9
22.6
1.6
14.3
11.4
14.2

-0.8
68.1
2.1
31.5
34.3
56.0
16.3
89.8
0.6
5.8
13.3
6.2

1406Q
1409H
1409N
1409H
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

38.2
969.1
538.9
409.6
689.7
413.5
45.2
493.7
51.5
94.9
84.3
118.6

-3
10
2
15
2
7
14
25
20
7
10
40

3.5 1406Q
9.7 1406Q

43.6
82.8

-58
17

3.5
9.7

-84 28.21
2 48.66

0
0
0
0

0 21.95
0 0.53

108/39
417/139
271/91
32/11
14/6
82/11
136/49
104/75

277
1247
3139
1669
193
123
860
1774

56
60.1
52.5
33.0
47.3
-

36
20641
417.35
452/282 20046 45.3
807
162.85
197/76 879 14.2
1613
325.35
342/221 1613
1309 15020.60 15664/6820 1246 19.4

98
6581
362
1215
2953
4552
1004
2503
144
435
332
390

18
21.6
21.0
10.1
18.5
18.0
18.6
17.3
59.6
10.2
6.8
15.3

Personal Copy of Sundar Narayanaswamy

1406 13627.8
1409 7494.0
1406 856.0
1406 99.7
1406 117.7
1406 2671.0
1406 1069.5
1406 707.8

2160.4
664.6
-733.2
-9.6
-61.4
-536.0
125.7
-122.9

81.3
21
0.5
132 52.34 38
286.2
23
51.9
-0 48.92 70
66.5
55 1202.0
-66 89.65 0
0.0 -82
0.1
-75 42.23 0
423.9
15 130.5
10 74.00 0
63.0 -81 -66.8 -1919 48.44 89
351.5
14
14.4
128 44.62 0
301.3
-2
2.0
-80 55.73 6
200.6 -16 106.1
-5 80.00 0
0.7 -28
0.6
17 0.00 0
3476.7
21 1915.0
22 80.00 0
0.0 -100
2.6
890 50.01 0
7135.8 1851 170.2
189 59.16 0
639.0 -22
5.0 1947 72.71 68

1406Q 13627.8
1409H 14978.8
1406Q 856.0
1406Q 99.7
1406Q 117.7
1406Q 2671.0
1406Q 1069.5
1406Q 707.8

8
0
0
0
0
0
48
0
0
0
0
65
26
0
0
0
0
0
0
31
74
22
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4
0
2
0
0
52
0
0

0.00
18.26
8.32
3.04
18.50
17.34
0.01
10.07
9.39
0.00
17.38
18.07
23.01
2.53

5.9
106
21.3
595
610.9 222968
21.0
126
50.7
4854
185.2
533
15.8
1105
39.6
618
358.3
4892
0.6
330
181.9 63792
15.1
2012
361.7 74028
8.2
238

-49
11
-61
-3
20
36
14
-25
7
136
13
-3
7
-8
-1
-4
20
-36
6
2
127
65
-67
5
6
222
19
13
-2
-4
-96
-1
28
1
19
-66
12
37
6
23
-46
4
23

505.1
11.1
7.8
0.1
0.6
0.3
59.5
15.8
11.1
0.0
2.8
-10.3
25.2
96.6
7.0
114.0
73.0
0.3
5.9
16.1
-5.0
0.0
3.3
-2.2
0.0
2.6
12.9
0.1
0.5
0.7
0.1
23.9
-9.7
0.0
3.7
-0.8
26.2
8.0
30.0
0.9
2.0
1.9
24.8

-24
10
114
107
152
51
-9
-50
11
282
-9
-58
134
-5
29
30
17
-90
2
135
73
-92
97
-119
226
-2
5
-11
-82
112
6
34
-202
182
27
-129
-18
1042
-15
85
-78
-50
56

75.00
68.85
51.27
58.93
60.41
0.00
59.50
62.79
78.56
9.57
54.79
41.50
36.66
73.69
71.29
45.00
44.47
53.17
61.69
28.68
27.13
5.51
53.08
60.43
74.99
30.58
75.00
69.61
6.65
44.93
50.53
0.00
72.37
72.90
67.12
74.78
53.40
51.06
73.18
40.78
55.56
42.09
24.89
37.35
70.97

20.77 283.8
0.06 13.6
2.70 47.3
0.16
5.1
13.20 12.4
0.00
7.4
25.94 23.7
14.11 11.1
10.08 49.5
0.00
0.1
1.75
8.9
19.26 24.4
47.37 34.5
18.20 25.1
2.35 19.4
32.45 58.0
44.44 12.3
38.81
1.8
0.00 13.5
50.98 125.8
0.00
1.2
15.92 72.2
0.00
0.8
0.00
5.9
16.52 19.7
0.00
0.3
0.34
2.3
2.96 11.0
0.00
1.2
0.22
5.7
2.79
5.6
0.00
0.4
0.00
0.6
18.86
5.5
6.02 62.3
7.26
9.3
16.70 10.8
5.63 15.2
13.83 27.5
15.86
4.4
26.79 11.6
0.00
1.0
1.10 46.5
0.22
9.6
10.41 20.6

55508
260
336
93
212
258
3949
3394
1255
361
516
1743
2773
6195
580
5800
10065
114
201
3829
460
100
303
179
3388
345
140
1051
381
206
373
125
933
4423
4535
402
517
116
3845
2583
1359
165
247
204
1779

11
18
-3
-21
28
-5
-6
3

2160.4
1307.1
-733.2
-9.6
-61.4
-536.0
125.7
-122.9

125
65
42
-173
-63
-135
-46
3

65.37 0 25.09 238.7 163654


42.28 0 28.87 238.4 57653
56.25 0 22.04 145.8
1682
48.68 0 6.37 46.0
355
53.36 67 29.92 15.1
187
58.24 0 31.27 1674.1 24696
74.99 5 18.74 57.3 10866
74.89 35 1.09 428.4
1767

365.40
89.10
80.85
164.95
130.95
41.65
77.60

Trailing P/E Ratio

Entprise Value

767
608
7480
69697
151
92
812

52-Week
High/Low

9.9
10.7
155.2
-4.8
19.8
2.3
6.9
23.8

7.0
4.2
64.7
64.1
8.5
4.5
48.1

(22/10/14)

0.1
1.1
2.8
0.0
0.0
1.0
0.1
0.0

0 10.00
0 7.51
0 7.42
0 3.64
0 0.00
0 0.01
0 0.01

CMP (`)

878.7 505.1 1406Q 878.7


212.6 11.1 1406Q 212.6
15.2
6.8 1409H 25.3
4.8
0.1 1406Q
4.8
15.2
0.6 1406Q 15.2
5.9
0.2 1409H
9.8
165.7 59.5 1406Q 165.7
38.9
8.5 1409H 82.9
189.3 11.1 1406Q 189.3
0.1
0.0 1406Q
0.1
49.7
2.8 1406Q 49.7
89.4 -10.3 1406Q 89.4
52.8 25.2 1406Q 52.8
687.9 96.6 1406Q 687.9
81.0
7.0 1406Q 81.0
868.7 114.0 1406Q 868.7
147.6 33.2 1409H 292.5
21.0
0.3 1406Q 21.0
46.2
5.9 1406Q 46.2
1013.7 16.1 1406Q 1013.7
1.5
-0.3
2.4
-5.0 1406Q
2.4
0.7
0.0 1406Q
0.7
73.0
3.3 1406Q 73.0
356.9
-1.7 1406H 703.8
1.9
0.0 1406Q
1.9
22.4
2.6 1406Q 22.4
108.3 12.9 1406Q 108.3
0.1
0.1 1406Q
0.1
35.2
0.5 1406Q 35.2
12.1
0.7 1406Q 12.1
0.2
0.1 1406Q
0.2
261.9 23.9 1406Q 261.9
35.9
-9.7 1406Q 35.9
0.0
0.0 1406Q
0.0
34.7
3.7 1406Q 34.7
7.0
-0.8 1406Q
7.0
150.7 36.1 1406H 222.9
89.1
8.0 1406Q 89.1
157.7 14.1 1406H 312.7
54.9
0.9 1406Q 54.9
232.7
2.0 1406Q 232.7
28.6
1.9 1406Q 28.6
63.7 24.8 1406Q 63.7

Market Cap
(` Cr)

1406
1406
1409
1406
1406
1409
1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
1406
1406
1403
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

No. of Shareholder
(in 000)

21.6
18.8
0.7
-1.4
1.3
1.7
9.2
8.7
2.6
-0.7
6.8
3.2
6.1
30.8
17.5
20.4
16.6
10.3
13.8
0.2
0.1
0.9
0.1
14.6
5.4
0.5
15.1
38.4
3.5
16.2
0.5
-5.6
11.5
18.4
21.8
-3.6
14.4
-1.2
7.5
12.2
16.4
8.1
0.2
11.0
24.3

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

71.16
73.40
89.94
64.92
59.66
72.99
74.95

MARKET RELATED DATA

Inst. Stake (%)

0.9
2.0
0.6
0.0
0.0
0.0
0.5
0.0
0.9
0.0
0.0
0.0
0.1
0.0
0.4
0.2
0.0
0.6
0.0
1.2
0.0
0.4
0.2
0.4
0.9
0.0
0.0
0.0
0.0
0.2
0.1
0.0
1.9
0.5
0.0
0.5
0.7
0.3
0.2
0.2
0.0
1.0
0.1
0.1
0.1

0.5
51.9
1202.0
0.1
130.5
-66.8
14.4
2.0
106.1
0.6
1915.0
2.6
170.2
5.0

0
165
-29
15
-25
82
-19

Pledged (%)

81.3
286.2
66.5
0.0
423.9
63.0
351.5
301.3
200.6
0.7
3476.7
0.0
7135.8
639.0

Prom. Stake (%)

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

17
7.1
22
1.5
32
13.2
4 3801.2
-3
2.7
11
3.3
-14
25.3

NP Growth (%)

0.2
-97.9
91.3
-53.0
15.3
-45.3
-4.7
4.6
16.3
-0.8
21.4
0.8
3.2
2.4

NP (` Cr)

1.8
0.0
0.0
0.0
0.0
2.3
1.4
1.1
0.0
0.0
0.0
0.0
1.0
0.5

Sales Growth (%)

127.6
7.1 1406Q 127.6
81.8
1.5 1406Q 81.8
296.9 13.2 1406Q 296.9
3802.4 2183.5 1409H 6809.6
239.6
2.7 1406Q 239.6
187.6
3.3 1406Q 187.6
252.1 14.7 1409H 436.2

Sales
(` Cr)

1406
1406
1406
1409
1406
1406
1409

Year / Months

24.4
17.2
15.7
18.4
7.1
11.6
11.8

NP
(` Cr)

Latest Qtr. Year

1.5
0.7
0.0
0.0
0.2
1.8
0.2

Sales
(` Cr)

RONW (%)

61 METAL - NON-FERROUS
IND. COMPOSITE
1470
18828 7323
Arcotech Ltd.
10 1403
21.0 65 625 33.1 15.8 1.00
Gravita India Ltd.
2 1403
13.6 13 338 14.9
2.2 0.80
Hind. Copper
5 1403 462.6 20 1489 286.4
3.1 1.00
*Hind. Zinc
2 1403 845.1 89 13636 6904.6 16.3 3.50
Precision Wires
10 1403
11.6 176 982 14.4 12.5 10.00
Ram Ratna Wires
5 1403
11.0 27 699
6.9
3.1 0.75
*Tin Plate Co.
10 1403 104.7 51 1059 62.8
6.0 1.60
62 MINING/MINERALS
IND. COMPOSITE
8060
49539 23046
20 Microns Ltd.
5 1403
16.9 22 290
0.1
0.0
Ashapura Min. Lt
2 1403
17.4 -17 664 141.3 16.2
Coal India Ltd.
10 1403 6316.4 26 314 15008.5 23.8 29.00
Deccan Gold Mines
1 U1403
5.9
0
0
-0.3 -0.1
Guj. Mineral Dev
2 1403
63.6 90 1290 439.1 13.8 3.00
Guj. NRE Coke
10 1403 676.0* 18 932 -560.8 -8.3
Himadri Chem.&In
1 1403
38.6 22 1363 -39.1 -1.0 0.10
Indian Metal & F
10 1403
26.0 329 1318 39.1 15.1 3.00
MOIL Ltd.
10 1403 168.0 186 1021 509.6 30.3 7.50
*Moryo Industries
5 1403
8.3 11
11
-0.1 -0.1
NMDC Ltd.
1 1403 396.5 76 12058 6420.1 16.2 8.50
*Orissa Minerals Deve
1 1403
0.6 1364
0
6.3 10.4 1.04
Sesa Sterlite
1 1403 296.5 114 28537 1076.1
3.6 3.25
Shirpur Gold Refine.
10 1403
29.1 83 1740
5.8
2.0
63 MISCELLANEOUS
IND. COMPOSITE
2687
28641 3893
Adani Ports & Speci
2 1403 414.0 45 4346 2016.2
9.7 1.00
Anil Ltd.
10 1403
9.8 263 825 48.3 49.5 2.00
*Binani Industrie
10 1403
29.6 979 121 19.6
6.6 3.00
Bombay Oxygen
100 1403
1.5 12796
19
-2.7 -178.7
Career Point
10 1403
18.1 179
54
4.2
2.3
*Centron Indl. Al
1 1403
10.0
2
23
0.4
0.0
Cox & Kings L
5 1403
68.3 90 419 112.7
8.3 1.00
*Dalmia Bharat
2 1403
16.2 70 230 49.7
6.1 2.00
Dredging Corpora
10 1403
28.0 508 770 37.5 13.4 3.00
Eins Edutech
10 1403
14.4 15
0
-0.1 -0.1
EPC Industrie Ltd.
10 1403
27.6 41 175
7.7
2.8
Future Consumer Ent.
6 1403 966.4*
6 343 30.4
0.2
Gateway Distriparks
10 1403 108.7 56 196 37.1
3.4 7.00
Guj. Gas Co. Ltd
2 U1403
25.6 106 3901 419.9 26.2
IFGL Refracto
10 1403
34.6 40 327 24.3
7.0 1.75
Indraprastha Gas Ltd
10 1403 140.0 126 3922 360.3 25.7 5.50
*Info Edge (India)
10 1403 119.9 64 506 128.5 10.7 2.50
Intl. Coveyors
1 1403
6.8 12 135
8.4
1.2 0.25
Intl. Travel Hou
10 1403
8.0 165 172 18.1 22.6 4.25
Jain Irrigation
2 1403 92.5* 51 4133
3.9
0.1 0.50
Jaisukh Dealers Ltd.
10 U1403
14.1 11
9
0.0
0.0
Karuturi Global Ltd.
1 U1403
81.0 11
14
8.7
0.1
KGN Enterprises
10 1403
20.5 34
8
0.0
0.0
Linc Pen & Plast
10 1403
14.8 53 314
11.5
7.8 2.00
Linde India
10 1312
85.3 167 1428 77.3
9.1 1.50
Mapro Industries
10 1403
8.4 11
2
0.0
0.1
Morganite Crucible (
10 1403
2.8 199
81
8.4 30.1 1.00
Orient Refractories
1 1403
12.0 11 404 52.8
4.4 1.25
PFL Infotech Ltd.
10 1403
7.5 10
0
0.3
0.4
Premier Explos.
10 1403
8.9* 64 145
9.2 10.4 2.70
Riddhi Siddhi Gluco
10 1403
9.5 1073 486
4.7
4.9 3.00
*Rutron Internati
1 1403
17.6
1
0
-0.9 -0.1
Skipper Ltd.
1 U 10.2 23 1042 26.9
2.6
Solar Industries Ind
10 1403
18.1 252 904 83.8 46.3 12.00
Sun Pharma Advanced
1 1403
23.7
6 167 30.3
1.3
*SV Global Mill Ltd.
5 1403
11.2 11
0
-0.9 -0.4
Talwalkars Better Va
10 1403
26.2 88 161 33.4 12.8 1.50
Taneja Aerospace
5 U1403
12.5 44
53
-1.3 -0.5
Thomas Cook (I)
1 1312 25.4* 24 378 46.1
1.8 0.38
Vaibhav Global Ltd.
10 1403 32.4* 134 348 53.2 16.4
Vesuvius India
10 1312
20.3 196 602 65.2 32.1 4.75
Vikas GlobalOne Ltd.
1 1403
10.2
4 170
3.3
0.3 0.05
Vikas WSP
1 1403
13.7 103 1037
3.0
0.2
Vimta Labs Ltd.
2 1403
4.4 54 118 13.2
6.0 2.00
Wonderla Holidays Lt
10 1403
56.5 29 154 39.9
7.1 1.50
64 MOBILE PHONE SERVICE P ROVIDER
IND. COMPOSITE
10393
98584 16529
Bharti Airtel
5 1403 1998.7 167 49919 6600.2 16.5 1.80
*Idea Cellular Ltd.
10 1403 3596.6 44 26110 1689.3
4.7 0.40
MTNL
10 1403 630.0 80 3392 7825.1 124.2
OnMobile Global Ltd.
10 1403 114.3 68 473 -37.3 -3.3 1.50
Quadrant Televenture
10 1403 612.3 -22 406 -261.2 -4.3
RelianceCommu.Ltd
5 1403 1201.2 131 11176 730.0
3.0
Tata Communications
10 1403 285.0 277 4376 542.4 19.0 4.50
Tata Teleservices (M
10 1403 1954.9 -12 2731 -560.1 -2.9
-

SHAREHOLDINGS

YEAR TO DATE

DERatio

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

11
413/167 959 23.2
97/25 667 38.4
125/58 7080 26.6
184/115 66665 9.4
141/56 174 11.2
48/17 196 10.4
93/42 864 14.3

16
31.45
42/30 236
68.40
91/35 650 4.2
353.00
424/241 213150 17.6
21.25
30/16 126
152.65
181/96 4812 10.8
7.88
19/7 3213
28.65
40/15 2212
238.05
447/185 1554 19.9
291.20
341/211 2099 9.7
200.00
250/89 329
160.90
196/123 45135 9.4
3352.65 5167/1930 1271 234.1
249.70
318/170 105686 51.5
81.55
102/44 276 22.6
32
268.15
302/141 63375 29.9
266.05
342/86 724 5.3
113.60
160/66 1952 4.1
6179.50 6795/4844
55
117.15
147/65 218 46.2
25.95
57/17 258
289.25
366/85 4318 36.4
418.05
509/114 3398 99.4
448.35
567/207 2456 32.5
250.80
251/18 361
186.60
237/92 492 69.5
10.82
15/5 1748
255.00
280/107 2764 53.8
483.05
579/219 6165 17.4
167.60
218/33 609 22.4
414.25
444/239 5869 15.0
839.35
976/350 9834 72.5
16.85
25/7 158
251.55
310/142 196 11.0
82.80
133/56 6418 57.5
325.00
326/25 460
1.23
3/1 470
147.95
235/23 319
121.25
152/29 212 14.0
397.25
440/264 4577 53.5
411.70
412/13 345
501.00
579/215 127 16.8
87.50
102/29 1039 19.7
510.05
825/235 382
232.80
239/54 214 30.3
393.30
437/198 478 33.5
7.10
25/7 125
91.20
114/32 1318
2444.00 2628/815 4614 49.2
191.60
219/126 4533
179.95
253/21 400
197.30
242/130 666 15.1
46.65
62/17 146
151.25
162/68 3866 94.8
798.00
975/251 2625 42.8
669.40
842/353 1252 22.7
16.25CB
41/11 208
17.95
26/12 455
92.35
134/32 207 18.0
314.85
356/157 1779 36.5

409.40
160.30
26.70
31.05
3.06
102.80
381.25
9.04

420/282 171730
184/125 75266
39/13 15556
40/24 340
5/2 775
158/93 54696
412/219 11284
14/7 7882

NOV 3 - 16, 2014 DSIJ.in

39

15
21.0
26.1
0.2
58.5
24.9
-

Personal Copy of Sundar Narayanaswamy

Databank

Updated Information

40

DSIJ.in NOV 3 - 16, 2014

2.6

12.3 1406 226.5

3.60
2.00
12.50
10.40
0.50
21.50
9.50
5.00
0.00

0.7
0.1
0.7
0.0
0.4
0.4
1.3
0.0
0.0
0.5
0.0
0.0
0.1

9.7
23.5
-39.1
19.2
-15.7
16.2
-23.6
6.5
-0.2
14.4
16.2
17.0
2.5

1406 209.4
1406 38.1
1406
1.3
1409 2119.4
1409
9.9
1406 13372.2
1406 12.0
1406 107.1
1406
0.0
1406 2655.3
1406 21851.3
1406 25.3
1406 29.4

1.25
0.50
1.00
0.80
2.80
1.00
5.00
2.00
3.60
0.44
2.00
0.45
2.50

1.4
0.5
0.4
1.3
1.3
1.2
0.7
0.8
0.0
0.2
0.4
0.6
0.0
0.1
0.9
0.0
3.9
0.6
0.5

-14.2
6.2
7.4
3.1
-31.1
3.5
2.1
8.1
13.9
6.6
12.0
6.8
5.8
1.8
8.2
30.2
37.1
10.4
8.1

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

75.00
5.30
2.20
11.00
-

0.0
0.0
0.3
0.0
1.5

17.7
32.5
20.7
14.5
-3.8

1406
1409
1406
1409
1406

0.60
0.40
4.00
1.50
6.00
1.00

0.5
1.7
1.2
2.4
1.4
0.9
0.1
0.9
1.5

2.1
5.8
-10.0
-9.7
3.9
7.0
3.9
14.1
1.1

1406
1406
1409
1406
1406
1406
1406
1406
1406

2.00
1.00
5.50
4.00
12.50
3.75
3.00
0.10
92.00
2.00
2.40
-

0.9
0.6
0.0
0.1
0.1
0.6
1.0
0.7
0.0
1.1
0.1
0.1
2.6
0.0

8.2
7.5
16.6
28.0
23.2
11.9
16.2
2.1
35.7
-12.2
26.9
20.5
31.4
11.9

1406
1409
1406
1406
1406
1406
1406
1406
1406
1406
1406
1409
1406
-

0.10
0.36
4.50
7.00

0.3
1.1
1.9
0.8

0.8
6.8
8.9
21.5

1406
1406
1406
1406

89.0
162.1
187.1
233.7
39.3
235.3
223.9
91.3
286.0
667.2
46.7
294.7
111.8
14.2
292.8
4.0
76.7
294.3
825.8

-15.3 1406Q 226.5

66.5
13.3
-5.1
1165.0
-3.0
621.4
-11.4
12.2
-3.2
851.9
4781.8
10.4
0.1

-32.2
5.6
14.5
1.8
-16.3
11.8
7.8
3.2
18.1
39.0
2.1
6.4
81.3
0.8
11.8
-4.7
18.6
12.2
25.2

1406Q 209.4
1406Q 38.1
1406Q
1.3
1409H 4494.8
1409H 32.5
1406Q 13372.2
1406Q 12.0
1406Q 107.1
1406Q
0.0
1406Q 2655.3
1406Q 21851.3
1406Q 25.3
1406Q 29.4

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

152.2
313.6
776.9
662.7

14
12
22
66
33
0
0
0
62
0
0
0
0

27.84
0.20
2.37
26.63
1.66
32.76
8.24
0.14
2.60
17.82
17.54
2.08
0.00

9
2
2
0
46
34
0
0
0
0
0
0
59
31
0
47
0
21
0

0.91
23.02
12.74
0.09
4.79
16.07
3.77
9.84
6.23
2.26
0.00
0.84
50.86
19.83
6.87
0.00
6.76
23.28
7.29

6.08

Trailing P/E Ratio

Entprise Value

52-Week
High/Low

(22/10/14)

218

CMP (`)

Market Cap
(` Cr)

Pledged (%)

Prom. Stake (%)

NP Growth (%)

NP (` Cr)

49.4

29
66.5
514 45.64
637
13.3 1425 41.58
-87
-5.1
15 56.34
-2 1808.8
-57 59.88
-73
-1.5 -177 54.82
4 621.4
-23 56.10
-22 -11.4
38 47.18
-48
12.2
-33 63.71
-3.2 -1002 40.10
27 851.9
40 67.64
13 4781.8
19 68.93
11
10.4
-7 43.07
5
0.1
199 34.28

43.0
1.5 1406Q 43.0
58.6
5.9 1409H 108.5
1200.7 108.5 1406Q 1200.7
174.8 20.5 1406Q 174.8
328.5 33.2 1406Q 328.5
121.3 10.0 1406Q 121.3
252.4 17.4 1406Q 252.4
225.4
0.5 1406Q 225.4
264.8 71.0 1406Q 264.8
166.6
0.2 1406Q 166.6
471.2 71.7 1406Q 471.2
584.4 76.1 1409H 876.5
220.1 10.1 1406Q 220.1
-

1406Q
1406Q
1406Q
1406Q

4.43

1.54

12
18
15
17
4

-15.3

2 56.53 68

3
8
12
37
0
-1
121
-5
18

0.7
7.5
25.2
50.2

1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

-31.3

-581 73.60

130.5
569.5
489.6
148.2
214.3
48.1
485.6
393.9

152.2
313.6
776.9
662.7

7.3
5.7
-11.9
-22.5
7.8
5.0
4.2
26.2
10.3

32

89.0 -10
162.1
-11
187.1
19
233.7
14
39.3 -26
235.3
13
223.9
16
91.3
10
557.1
13
667.2
2
46.7
27
294.7
6
111.8 -60
14.2 -23
292.8
19
4.0
-5
- 2114
294.3
12
825.8
6

641.1 55.2 1406Q 641.1


2995.7 325.7 1409H 5736.4
940.6 62.5 1406Q 940.6
923.2 72.7 1409H 1846.9
113.9
-3.1 1406Q 113.9

180.8
130.5
284.5
489.6
148.2
214.3
48.1
485.6
393.9

-52

No. of Shareholder
(in 000)

3.7

MARKET RELATED DATA

Inst. Stake (%)

-31.3 1406Q

Sales Growth (%)

3.7

Sales
(` Cr)

491.1 1406

SHAREHOLDINGS

YEAR TO DATE
Year / Months

Latest Qtr. Year

Sales
(` Cr)

0.0

NP
(` Cr)

RONW (%)

DERatio

65 NON CONVENTIONAL ENERG Y - GEN ERATION/SUPPORT


IND. COMPOSITE
358
16 -137
Indosolar Ltd.
10 1403 358.1 -1
16 -137.0 -3.8
66 OFFICE EQUIPMENT
IND. COMPOSITE
40
1049
17
Ricoh India Ltd.
10 1403
39.8 35 1049 17.2
4.3
67 OIL DRILLING AND EX PLO RATION
IND. COMPOSITE
8311
163082 37006
Aban Offshore
2 1403 13.5* 276 820 180.4 26.7
Alpha Geo (India
10 1403
5.6 85
44
11.3 20.0
Asian Oilfield S
10 1403
22.3 29
18 -25.0 -11.2
*Cairn India Ltd.
10 1403 1874.8* 207 9928 7454.3 39.8
*Dolphin Offshore Ent
10 1403
16.8 129 233 -34.1 -20.3
GAIL (India) Ltd.
10 1403 1268.5 213 57508 4375.3 34.5
Hind. Oil Explor
10 1403 130.5 41
60 -124.8 -9.6
Jindal Drilling
5 1403
14.5 260 749 49.2 17.0
Nagarjuna Oil Refine
1 1403
42.8 18
0
-1.7 -0.0
Oil India Ltd.
10 1403 601.1 344 9613 2981.3 49.6
ONGC
5 1403 4277.7 160 83890 22094.8 25.8
Selan Exploratio
10 1403
16.4 160 101 44.6 27.2
*Trinity Tradelink
1 1403
26.3
1 117
0.7
0.0
68 PACKAGING
IND. COMPOSITE
561
16922
498
Bilcare Ltd.
10 1403
23.5 363 401 -121.5 -51.6
Ess Dee Aluminium Lt 10 1403
32.0 251 673 50.2 15.7
Essel Propack Ltd.
2 1403
31.4 47 666 54.5
3.5
Ester India
5 1403 36.4* 37 928
8.4
1.1
Everest Kanto Cylind
2 1403
21.4 26 204 -88.3 -8.2
Flexituff Internatio
10 1403
24.9 145 966 12.8
5.1
Garware Poly.
10 1403
23.3 237 835
11.4
4.9
Hind. Tin Works
10 1403
10.4 100 314
8.4
8.1
Huhtamaki PPL
2 1312
14.5 54 1006 54.5
7.5
Jindal Poly Films
10 1403
42.0 299 2631 83.3 19.8
Kaira Can Co.
10 1403
0.9 493 121
5.4 58.9
Manaksia Ltd.
2 1403
13.1 83 1214 37.2
5.7
Max India Ltd.
2 1403
53.3 120 996 185.2
6.9
Oricon Enterprises L
2 1403
20.5 46
71
8.6
0.8
Polyplex Corpn.
10 1403
32.0 125 1119 32.6 10.2
Radha Madhav Corpora 10 1403 62.8* -42
17 -79.4 -12.6
Rollatainers Ltd
10 U1406
25.0 27 363 24.7
9.9
Time Technoplast Ltd
1 1403
21.0 37 1218 80.3
3.8
Uflex Ltd.
10 1403
72.2 221 3179 129.4 17.9
69 PAINTS/VARNISHES
IND. COMPOSITE
270
19859 1757
Akzo Nobel India Ltd
10 1403
46.7 182 2418 150.2 32.2
*Asian Paints Ltd.
1 1403
95.9 38 10419 1169.1 12.2
Berger Paints I
2 1403 69.3* 33 3385 234.3
6.8
*Kansai Nerolac Paint 10 1403
53.9 264 3154 206.6 38.3
Shalimar Paints
2 1403
3.8 39 483
-2.8 -1.5
70 PAPER
IND. COMPOSITE
451
9992
158
Ballarpur Ind.
2 U1406 131.1 25 955 35.2
0.5
Emami Paper Mill
2 1403
12.1 53 547 18.6
3.1
International Paper
10 1403
39.8 104 1092 -41.6 -10.5
JK Paper Ltd.
10 1403 136.6 58 1738 -77.2 -5.7
Rainbow Papers
2 1403
21.2 58 656 24.0
2.3
Seshasayee Paper
10 1403
12.6 305 1013 26.8 21.2
South India Pape
10 1403
15.0 67 144
3.9
2.6
T Nadu Newsprint
10 1403
69.2 166 2285 161.2 23.3
West Coast Paper
2 1403
13.2 90 1562
6.6
1.0
71 PESTICIDES/AGRO CHEMICALS
IND. COMPOSITE
317
13164 1074
Aries Agro Ltd.
10 1403
13.0 108 233
11.5
8.9
Astec Lifesciences L
10 1403
18.5 62 189
8.6
4.7
BayerCropscience
10 1403
36.6 476 3245 289.5 79.1
Dhanuka Agritech Ltd
2 1403
10.0 66 738 93.1 18.6
Excel Crop Care Ltd.
5 1403
5.5 263 966 67.3 61.1
Excel Industries
5 1403
5.5 134 417 17.5 16.0
Insecticides (India)
10 1403
12.7 194 864 39.9 31.5
Meghmani Organics Lt
1 1403
25.4 21 893
11.6
0.5
Monsanto India
10 1403
17.3 200 582 122.9 71.2
Nagarjuna Agrich
1 1403
15.6 11 636 -21.2 -1.4
PI Industries
1 1403
13.7 50 1595 183.7 13.5
*Rallis India
1 1403
19.4 37 1531 146.4
7.5
Sabero Organics
10 1403
33.9 31 720 33.1
9.8
Sharda Cropchem
10 U 90.2 65 555 70.0
7.8
72 PETROCHEM
IND. COMPOSITE
1946
55383 1656
Bhansali Engg.Po
1 1403
16.6 11 507
1.5
0.1
DCW Ltd.
2 1403
42.7 26 1328 37.9
1.8
Dhunseri Petrochem L 10 1403 35.0* 240 4051 74.7 21.3
Finolex Industri
10 1403 124.1 64 2453 170.1 13.7

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

9/1 1017

1057

265.70

331/55 1376

61
-

125.8
4049
8.7
299
9.0
109
243.7 54173
10.8
278
165.4 61065
81.3
754
11.6
632
443.2
185
112.5 35314
484.5 342262
14.3
759
1.1
811

598.60
529.80
49.00
288.95
165.55
481.40
57.80
218.00
4.33
587.45
400.05
462.55
30.90

940/226 4968
580/40 302
75/19 146
385/273 54002
180/66 351
488/310 67940
77/32 1443
303/161 644
7/3 189
669/439 33553
472/263 331464
677/289 632
110/27 808

13
15.4
12.6
10.8
14.6
14.6
11.0
15.0
17.3
-

12.4

-32.2
5.6
14.5
1.8
-16.3
11.8
7.8
3.2
34.5
39.0
2.1
6.4
81.3
0.8
11.8
-4.7
12.2
25.2

32
-67
10
74
35
-3
283
5
17
927
94
-12
-20
-61
64
33
9
3

32.61
59.50
59.92
71.98
65.00
28.27
60.29
40.19
68.76
74.62
60.23
62.95
40.47
62.50
46.93
15.64
74.94
61.92
43.46

22.0
8.6
34.8
24.4
47.9
0.8
30.8
7.3
14.8
30.8
0.5
29.5
33.8
6.0
14.5
9.9
4.6
10.3
49.6

185
1172
1740
170
152
562
367
106
1311
1252
114
641
8594
343
762
226
936
995
1087

78.40
365.70
110.75
23.35
14.21
225.90
157.25
101.65
180.25
297.65
1233.45
97.75
322.50
33.40
238.30
35.95
374.15
47.35
150.55

111/37
769/342
128/42
32/10
23/12
298/171
194/55
115/23
212/62
364/131
1608/350
115/45
373/178
45/15
319/125
49/2
440/94
58/33
171/61

1387
1547
2030
494
496
985
623
175
1314
1493
125
940
8740
371
1098
349
1086
1393
1668

24
30.4
31.2
18.7
45.2
21.3
12.3
22.0
10.6
17.6
17.6
52.0
20.5
33.7
12.2
8.4

55.2
634.5
62.5
145.6
-3.1

59
7
13
29
-272

72.96 0 11.95 41.9


52.79 16 27.30 100.7
74.96 0 14.23 35.2
69.26 0 16.39 10.3
62.35 0 1.80
8.7

5951
61557
12522
10092
317

1275.30
641.75
361.25
1872.70
167.35

1399/758
680/461
424/201
1965/975
190/62

5878
60851
12662
10089
422

50
34.9
50.9
51.8
42.1
-

16.35
45.60
302.75
30.45
79.05
213.35
57.05
138.00
57.10

22/11
60/21
395/223
41/27
94/70
287/166
63/27
178/96
74/46

1774
598
1688
2316
1677
596
94
2030
1235

11
15.5
35.7
10.8
8.8
6.2
39.8

- 49.42 47 31.46
5.7
-12 74.97 0 0.00
-7.7
79 74.99 0 3.80
-22.5 -1733 53.83 0 11.00
7.8
-6 43.73 58 10.97
5.0
-26 43.37 0 7.17
4.2
346 44.37 0 1.77
26.2
-18 35.31 0 34.54
10.3
38 54.95 0 6.96

81.9
1.8
12.0
19.0
3.4
11.8
3.8
27.7
17.5

1072
276
1204
416
840
269
86
955
377

8
8
22
5
26
19
28
13
16
7
16
4
22
-

1.5
8.3
108.5
20.5
33.2
10.0
17.4
0.5
71.0
0.2
71.7
89.2
10.1
-

-40
63
24
18
69
221
23
-95
26
102
48
3
5
-

52.73 0 7.29
58.05 16 1.18
68.95 0 19.73
74.98 0 10.04
24.72 10 10.18
42.04 1 9.32
74.68 0 8.46
50.71 0 1.01
72.14 0 4.74
74.81 0 0.00
58.37 0 26.50
50.09 0 21.06
74.94 0 3.17
74.99 0 11.14

8.2
8.5
19.8
9.4
11.8
12.5
6.1
55.1
17.3
9.4
8.0
27.5
12.4
88.1

111
130
8266
2449
1140
313
1004
596
4992
196
5830
4366
589
2262

31
-7
-16
18

0.7
7.5
25.2
50.2

-39
-42
150
122

49.94 60 0.02 12.1


47.76 0 11.78 54.9
67.28 0 14.25 25.8
52.47 0 8.70 127.6

260
515
312
3966

29
85.15
114/35 219 10.5
70.30
79/22 199 11.0
2257.25 2710/1378 7780 26.6
489.60
541/130 2486 25.4
1036.00 1231/247 1161 14.1
287.10
349/58 399 12.9
791.60
832/203 1238 23.3
23.45
24/5 960
2891.55 3590/676 4983 36.3
12.60
17/3 373
426.85
507/162 5879 28.2
224.50
254/150 4398 29.2
173.85
207/110 862 17.5
250.75
274/218 2247
-

15.70
24.10
89.15
319.60

18
21/10 305
31/9 1113 15.9
188/85 1621 3.5
345/117 4601 20.1

Personal Copy of Sundar Narayanaswamy

Market Cap
(` Cr)

19
20
-1
31
17
-13
12
16
36
41
0
21
12
120
2
33
36
0
-24
-19
-0
24
48
30
5
30
-7
-1
21
21
54
43
4
-26
20
16
12
13
26
15
59
-3
35
11
15
25
11
-15
-6
254
28
0
8
-71
51
-7
15
-3
31
42
23
56
-8
21
-7
30
12
-5
4
19

17.2
46 59.92 0 0.15
8.8
813
671.65
50.9
71 74.98 0 7.72 17.7
6555 3084.65
3.9
-22 74.99 0 0.00
3.1
389
540.75
58.7
80 73.83 6 8.70 13.5
6390 1816.45CB
1.9
-6 61.14 0 4.71
7.0
107
186.70
3.2
-48 63.98 0 8.63 49.6
1188
44.50
145.5
28 74.12 0 11.10 50.9 7857
416.80
0.7
349 50.86 0 0.45 15.7
418
286.10
6.6
90 64.98 0 0.00
5.3
254
304.60
26.1
58 36.15 37 0.20 47.0
284
41.75
-17.6 -1095 75.00 0 16.28 12.7
2081
832.50
393.4
174 54.10 9 35.66 69.6 28144
965.60
1.0
8 48.83 0 0.01
7.5
88
68.35
1.1
169 59.25 0 2.96 16.4
151
34.90
256.1
40 60.97 0 19.98 102.9
9501
475.05
197.3
-38 74.79 0 14.47 42.5 27993 1367.20
- 58.70 0 0.07 14.4
657
434.65
332.2
-30 36.80 0 34.66 155.2 50335
626.90
30.2
21 60.99 18 24.69 18.5
894
163.90
0.2
-71 63.76 0 0.00
4.7
186
810.00
1.6 1662 61.40 39 14.74 35.7
1241
153.75
167.9
-4 52.08 0 31.86 31.2 23641 1781.10
602.8
829 25.48 0 43.78 69.0 51758 3038.05
- 25.26 90 29.77 24.5
362
176.50
34.3
-20 68.88 0 12.08 23.7
2629
147.85
0.4
47 74.70 0 0.06
2.2
154
51.45
2.3
23 74.95 0 3.86
4.8
736 1888.40
194.8
-31 74.99 0 11.56 98.8 22891 2702.50
103.9
-12 48.30 0 40.95 55.5 19121
704.85
22.3
52 48.62 15 6.28 14.4
1603
784.50
1.2
50 70.27 0 0.00 12.7
131
16.95
7.1
95 53.81 0 0.13
3.5
285
335.10
5.7
-84 68.76 0 13.44
6.2
1130
687.05
-17.1 -117 52.62 92 4.02 19.1
132
32.25
42.5
68 59.24 0 18.52 14.5
2577
279.60
145.5
103 45.89 1 35.81 49.1
8877
703.40
31.8
56 55.78 0 6.43 30.1
1846
217.70
1.5
59 46.95 0 0.00
6.2
153
328.50
203.7
292 54.02 12 24.43 25.7 2474
155.30
-0.0
17 0.00 0 0.00
4.5
1028
339.75
3.0
9 39.17 22 2.77 25.8
227
58.10
1016.7
148 46.68 0 42.71 103.8 62340 1388.30
0.0
-5 0.96 0 0.00
0.3
396
348.85
18.3
9 51.25 0 0.39 41.0
2067
53.65
24.6
-20 51.80 0 20.16 25.9
1388
836.40
1.0
81 34.54 0 19.42 124.0
522
11.61
36.4
60 53.51 0 24.46 25.4
4816 1434.85
16.3
47 44.35 56 14.48 22.0
771
34.40
3.0
-61 50.04 5 2.42
5.7
400
450.55
14.3
3 74.99 0 3.71 42.4
2057
643.50
-194.8 -169 32.27 80 6.28 84.6
501
71.05
-23.5
61 74.81 0 2.24
9.1
975
159.25
46.1
-3 70.75 0 8.70 67.5
4658 1561.00
2538.3 3036 52.90 0 30.50 91.5 11813
684.55
-10.8 -492 72.59 86 16.91 13.9
138
40.50
755.1
224 63.37 0 21.48 150.5 25351
597.10
-6.2 -111 61.76 0 1.80 13.4
168
101.35
109.2
14 60.39 0 28.61 14.2
7728 3355.50
-12.5
-34 65.39 6 4.79
2.6
1227
437.00
- 60.19 8 0.00
6.1
665 63.00XB
3.7
46 39.22 24 21.21 20.8
1211
201.45
19.0
13 53.05 0 14.85
6.4
2051
532.00
8.2
301 63.91 0 0.53
9.4
427
504.65
-213.6
-9 33.89 56 8.86 31.8
229
8.41
26.8 1142 27.67 11 46.78 49.6
3870
649.70
47.6
4 63.65 1 27.30 145.6 167122
806.90
34.7
17 64.75 0 1.41 35.0
2175
186.15
1.6
2 62.88 0 0.09
6.4
639
8.19
1.4
104 71.65 0 0.01
4.5
115
135.50
305.0
43 71.50 0 19.36 28.3 14365
848.90
3.6
78 65.42 0 8.81 12.7
591
761.65

104/54
16/7
47/13
207/103
442/188
849/358
386/260
645/334
98/51

Trailing P/E Ratio

No. of Shareholder
(in 000)

1.4
24.6 1406 259.7 17.2 1406Q 259.7
0.0
25.2 1406 527.3 50.9 1406Q 527.3
0.5
26.5 1406 28.4
3.9 1406Q 28.4
0.2
41.2 1406 287.5 58.7 1406Q 287.5
0.4
13.9 1406 82.3
1.9 1406Q 82.3
0.1
12.8 1406 32.7
3.2 1406Q 32.7
0.1
37.8 1409 541.4 84.0 1409H 1023.2
0.1
15.0 1406 25.7
0.7 1406Q 25.7
0.0
20.5 1406 75.3
6.6 1406Q 75.3
2.1
21.1 1406 258.6 26.1 1406Q 258.6
0.0
-0.3 1406 125.6 -17.6 1406Q 125.6
0.7
29.2 1406 1951.0 393.4 1406Q 1951.0
1.0
10.1 1406 42.3
1.0 1406Q 42.3
0.0
21.0 1406 34.0
1.1 1406Q 34.0
0.0
13.6 1409 566.9 181.5 1409H 1125.6
0.4
24.9 1406 1112.8 197.3 1406Q 1112.8
0.1
36.9 1406 45.9
6.9
0.1
13.8 1406 2474.5 332.2 1406Q 2474.5
0.2
8.6 1406 142.8 13.6 1406H 271.5
0.2
1.5 1406
3.3
0.2 1406Q
3.3
0.5
10.9 1406 90.0
1.6 1406Q 90.0
0.0
26.1 1406 642.7 167.9 1406Q 642.7
0.3
20.7 1406 2690.5 602.8 1406Q 2690.5
1.2
2.2 1406 90.8 109.0
0.0
16.0 1406 218.4 34.3 1406Q 218.4
0.0
4.0 1406
0.8
0.4 1406Q
0.8
0.0
3.0 1406 56.9
2.3 1406Q 56.9
0.0
24.9 1406 659.8 98.3 1406H 1269.7
0.1
14.9 1406 616.5 103.9 1406Q 616.5
0.9
23.5 1406 253.4 22.3 1406Q 253.4
1.1
16.3 1406 39.1
1.2 1406Q 39.1
0.4
13.3 1409 21.5
2.7 1409H 44.8
0.9
12.7 1406 190.4
5.7 1406Q 190.4
1.9 -17.2 1406 188.6 -17.1 1406Q 188.6
0.2
12.7 1409 228.4 22.4 1409H 427.1
0.2
24.1 1406 936.0 145.5 1406Q 936.0
0.1
6.5 1406 262.6 31.8 1406Q 262.6
0.1
27.5 1406 19.2
1.5 1406Q 19.2
1.3
0.0 1406 1036.2 203.7 1406Q 1036.2
0.0
-0.3 1406
0.0
-0.0 1406Q
0.0
0.9
12.5 1406 68.4
3.0 1406Q 68.4
0.0
33.3 1406 3002.0 1016.7 1406Q 3002.0
0.0
1.6 1406
0.0
0.0 1406Q
0.0
0.6
37.9 1406 100.7 18.3 1406Q 100.7
0.0
10.7 1406 238.7 21.0 1406H 432.4
1.0
-3.0 1406 91.4
1.0 1406Q 91.4
0.3
15.0 1406 181.5 36.4 1406Q 181.5
0.9
6.7 1406 381.7 16.3 1406Q 381.7
1.4
18.1 1406 103.4
3.0 1406Q 103.4
0.0
10.2 1406 208.8 14.3 1406Q 208.8
5.0 -108.6 1406 285.1 -60.1 1406N 1109.4
1.5
-0.1 1406 150.9 -23.5 1406Q 150.9
0.0
11.5 1406 266.2 46.1 1406Q 266.2
0.6
-4.0 1409 551.8 -329.5 1409H 1073.3
0.6
-1.6 1406 52.7 -10.8 1406Q 52.7
5.5 -80.1 1406 2178.6 755.1 1406Q 2178.6
0.1
42.5 1409 57.5
-7.4 1409H 117.1
0.0
19.7 1406 505.8 57.5 1406H 950.7
8.4 -279.4 1406 109.7 -12.5 1406Q 109.7
3.4
36.8 1406 346.8 20.4
1.6
11.1 1406 250.4
3.7 1406Q 250.4
0.1
19.6 1406 126.7 19.0 1406Q 126.7
0.7
9.2 1406 138.1
8.2 1406Q 138.1
1.8 -27.2 1406 185.7 -110.3 1406H 374.5
0.1 215.4 1406 200.8 26.8 1406Q 200.8
0.3 -38.2 1406 575.6 47.6 1406Q 575.6
0.3
54.5 1406 141.5 34.7 1406Q 141.5
0.0
9.8 1406 34.1
1.6 1406Q 34.1
2.0
3.1 1406 48.0
1.4 1406Q 48.0
0.4
33.3 1406 917.0 305.0 1406Q 917.0
0.3
11.6 1406 129.8
3.6 1406Q 129.8

97.90
13.74
43.35
198.15
349.00
756.60
264.20
561.70
77.45

Entprise Value

Inst. Stake (%)

5509
236
697
14861
349
1105
771
988
747

52-Week
High/Low

Pledged (%)

164.3
133.9
116.9
315.8
0.8
9.0
0.7
9.6
51.0

(22/10/14)

Prom. Stake (%)

29.94
1.42
3.29
26.66
0.00
14.32
0.00
10.90
0.21

CMP (`)

NP Growth (%)

0
0
5
0
0
0
0
0
0

Sales
(` Cr)

37.72
44.81
37.00
49.99
73.54
71.57
73.35
74.99
60.84

Year / Months

-33
52
9970
-30
175
-16
11
-52
-60

NP
(` Cr)

85.0
6.9
10.1
156.6
1.5
6.3
4.8
11.2
10.7

12.7
13.7
6.3
14.3
13.6
15.7
29.0
10.6
8.4

Sales
(` Cr)

-22
38
31
20
104
1
10
31
-12

0.3
0.0
0.3
0.6
0.3
0.1
4.6
0.2
0.0

Latest Qtr. Year

NP (` Cr)

MARKET RELATED DATA

Sales Growth (%)

2802
110311 12661
1403
12.1 207 972 61.7 51.0 13.00
1403
21.2 371 2297 198.5 74.7 23.00
1403
7.2 102 120 19.5 27.1
1403
17.6 152 1110 220.9 62.8 10.00
1403
5.7 158 292 12.6 22.0 5.00
1403
53.4
9 154 29.5
1.1 0.15
1403
37.7 33 1844 238.3 12.6 3.00
1403
2.9 66 139 14.5
9.9 3.20
1403
4.2 103 266 17.6 21.1 7.75
1403
68.1 41 911 58.9
8.6 0.80
1403
5.0 69 474
-0.5 -0.2
1403 29.1* 138 7111 1172.1 40.2 3.00
1403
12.9 39 179
5.1
3.9 1.00
U1403
43.2 10 203
8.9
2.1
1403 100.0 121 2203 329.9 16.5 5.00
1403 102.4 177 4042 903.6 44.1 9.00
U1406
15.1 46 166 25.6 17.0
1403 160.6 126 9380 1388.3 17.3 2.00
1312
54.6 172 638 81.2 14.9 9.00
1403
2.3 406
15
1.4
6.2 10.00
1403
16.1 99 473 86.8 10.8 1.20
1403
26.5 229 2514 791.7 59.6 20.00
1403
85.2 548 9728 1932.8 113.5 18.00
U1406
20.5 387 483 17.2
8.4
1403
17.8 47 837 134.4
7.6 2.25
1403
30.0 11
3
1.3
0.4
1403
3.9 380 270
4.5
9.2 2.00
1312
84.7 238 2546 501.9 59.3 50.00
1403 27.1* 107 2301 433.8 16.0 2.00
1403 20.4* 169 1002 81.0 39.6 3.50
1403
7.7
3 123
4.3
0.6 0.05
1403
8.5 89
69 10.1 11.9 2.00
1403
16.4 308 829 64.1 39.0 4.50
1403
41.0 174 941 -122.7 -30.0
1403
18.4 50 728 57.9
6.3 1.40
1403
25.2 157 3235 477.4 37.8 5.00
1403
17.0 124 957 68.4
8.1 3.00
1403
4.6 59
76
7.5 16.1 5.10
1403
15.9 109 3673
0.8
0.1 3.00
U1403
30.3 10
0
-0.1 -0.0
1403
39.0 35 302 17.0
4.4
1403 89.8* 155 8939 2324.2 51.8 6.00
1403
11.4
8
0
0.1
0.1
1403
38.5
4 315 55.6
1.4 0.10
1312
16.6 315 798 55.9 33.7 8.50
1403
90.0
5 336
-6.2 -0.1
1403 33.6* 218 622 110.2 32.8 5.00
1403
22.4 41 1638 62.1
2.8 0.10
1403
8.9* 166 466 26.7 30.0 3.00
1403
16.0 301 862 98.5 30.8 10.00
1309
70.5 69 1907 -530.2 -50.2
1403
6.1 92 503
-0.4 -0.1
U1403
29.8 642 1112 220.8 74.0
1403
34.5 529 1843 -370.0 -21.4 52.50
U1403
34.1 158 568
-8.7 -2.1
1403 212.3* 26 6865 -879.0 -16.6
1403 13.2* 76 235 53.4 32.3 2.00
1312
23.0 585 1809 265.2 115.1 45.00
1403 28.1* 15 341 -114.4 -40.7
U1406 21.1* 18 1314 69.6
6.6
1403
12.0 53 935 35.2
5.9 1.00
1403
7.7 107 527 80.9 21.0 1.00
1403
8.5 262 518 20.4 24.1 2.00
1312 27.2* 54 718 -400.7 -14.7
1403
59.6 274 1064 3512.9 471.8 505.00
1403 207.1 36 2829 -2828.5 -13.7 1.50
1403
11.7 23 510 144.2 12.3 2.50
1403
78.1
1 151
9.3
0.1 0.02
1403
8.5* 57 172
1.5
1.8
1403
84.6 135 3365 762.3 45.0 10.00
1403
7.8 138 416 12.4 16.0 4.00

SHAREHOLDINGS

YEAR TO DATE

1406 230.9 85.0 1406Q 230.9


1406 162.6
6.9 1406Q 162.6
1406 176.7 10.1 1406Q 176.7
1406 10160.8 156.6 1406Q 10160.8
1406 12.4
1.5 1406Q 12.4
1406 490.4
6.3 1406Q 490.4
1406 161.1
4.8 1406Q 161.1
1406 318.5
5.2 1406H 617.9
1409 698.5 10.7 1409Q 698.5

RONW (%)

7.4 1.00
1.7 0.50
1.5 0.60
9.5 2.00
1.5
61.5 17.50
5.4 1.20
28.7 4.00
3.2 1.50

DERatio

419.1
29.1
23.6
711.9
1.5
89.7
15.7
50.5
30.6

Div (`)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

562.8 59 1051
86.0 12 554
160.8 23 596
750.0 66 37748
10.0 11
24
14.6 391 2081
29.2 19 612
17.6 271 1114
96.5 38 3264

EPS (`)

1403
1403
1403
1403
1403
1403
1403
1312
1406

LATEST QTR.

NP (` Cr)

GujaratStatePetronet
10
Manali Petrochem
5
NOCIL Ltd.
10
PetronetLNG
10
Radix Industries
10
Savita Oil Tech
10
Signet Industries
10
Styrolution ABS (Ind
10
*Supreme Petroche
10
73 PHARMACEUTICALS
IND. COMPOSITE
Aarti Drugs Ltd
10
Abbott India Ltd.
10
Ahlcon Parenter.
10
Ajanta Pharma Lt
5
Albert David Ltd
10
Alembic Ltd.
2
*Alembic Pharmaceutic 2
Amrutanjan Health Ca
2
Anuh Pharma Ltd
5
Arvind Remedies
10
AstraZeneca Pharma I
2
Aurobindo Pharma
1
Bal Pharma Ltd
10
Bharat Immunolog
10
Biocon
5
Cadila Healthcar
5
Caplin Point Lab
10
Cipla
2
Claris Lifesciences
10
DIL
10
Dishman Pharmaceutic 2
Divis Lab
2
Dr. Reddys Labs
5
Elder Pharma
10
FDC Ltd.
1
Fervent Synergies L
10
Fulford (India)
10
GlaxoSmithKline Phar 10
Glenmark Pharma
1
Granules India L
10
Gufic BioSciences Lt
1
Hester Biosciences L
10
Hikal Ltd.
10
Ind-Swift Laboratori
10
Indoco Remedies
2
Ipca Laboratorie
2
J B Chemicals & Phar
2
Jenburkt Pharmac
10
Jubilant Life Scienc
1
Kappac Pharma
10
Kopran Ltd
10
Lupin Ltd.
2
Mahavir Advanced
10
Marksans Pharma
1
Merck Ltd.
10
Morepen Labs.Lt
2
Natco Pharma Lim
10
Nectar Lifesciences
1
Neuland Laborat
10
Novartis
5
Orchid Chem & Ph
10
Panacea Biotec L
1
Pfizer Ltd.
10
Piramal Enterprises
2
Plethico Pharmaceuti
10
Ranbaxy Labs.
5
*RPG Life Sciences
8
Sanofi India
10
Sequent Scientific
10
Sharon Bio-Medicine
2
Shasun Pharma
2
Shilpa Medicare L
2
*SMS Pharmaceuticals 10
Sterling Biotech Ltd
1
Strides Arcolab
10
Sun Pharma.
1
Suven Life Sciences
1
*Syncom Formul.
1
Themis Medicare Ltd.
10
*Torrent Pharmac
5
TTK Healthcare Ltd.
10

Year / Months

Company Name

Face Value

AUDITED ANNUAL

6047
213
813
16525
352
1158
949
1040
734

14.6
7.1
20.8
23.1
142.3
12.5
47.8
25.8
50.6

815/181 1151
3463/1325 6092
598/350 412
1849/713 6473
249/86 137
70/11 1209
450/171 7930
350/112 389
370/110 239
66/30 853
1285/726 1992
1001/206 30949
79/18 136
46/9 109
554/327 9404
1398/650 29315
550/55 647
639/367 51166
229/141 1038
900/352 165
197/60 1646
1828/965 23623
3354/2250 53757
349/162 1247
171/83 2610
53/10 142
1929/466 607
3054/2352 20867
789/489 19366
941/163 1881
23/5 158
472/78 316
780/427 1572
58/25 1445
321/76 2634
907/643 9237
257/92 1917
335/68 138
222/79 4533
735/205 1028
73/15 338
1442/841 62334
374/48 396
69/9 2112
893/536 1201
18/3 590
1586/650 5002
45/13 1565
530/217 573
760/395 2040
85/42 2905
219/89 1800
1824/1020 3225
835/483 17594
74/31 461
667/306 30552
134/45 181
3694/2312 7464
508/125 1540
90/27 1303
234/68 1690
581/200 2110
585/155 565
19/5 2852
1050/344 3889
877/553 169390
230/52 2172
8/3 637
151/41 207
940/404 15102
933/440 537

23
12.1
34.9
21.1
25.9
8.6
29.0
27.7
12.3
4.2
19.8
17.1
12.9
23.6
36.8
25.6
40.4
10.3
215.2
14.1
30.1
20.9
22.4
20.9
82.4
55.5
45.5
18.1
21.0
34.1
34.3
16.1
23.1
19.0
8.0
13.1
21.3
36.2
27.9
38.9
11.5
18.3
20.8
21.2
27.7
9.6
33.3
24.7
13.1
1.1
14.6
50.9
16.8
42.3

NOV 3 - 16, 2014 DSIJ.in

41

Updated Information

42

DSIJ.in NOV 3 - 16, 2014

Entprise Value

Trailing P/E Ratio

*Unichem Labs
2 1403 18.2* 100 1044 177.0 19.5 8.00 0.0
19.5 1409 278.2 22.3 1409H 569.1
6
52.5
-27 50.17 0 15.78 21.5
1807
199.10
Venus Remedies L
10 U1403
11.4 393 526 61.0 53.3
- 0.6
13.6 1406 121.5 10.2 1406Q 121.5
-5
10.2
-33 37.72 45 8.69 13.5
295
257.55
Vivimed Labs
10 1403
16.2 230 432 26.6 16.4 3.00 1.5
7.2 1406 102.7
4.8 1406Q 102.7
4
4.8
-42 38.12 45 29.82
7.8
619
381.75
Wanbury
10 U1406
20.0 54 539
-8.5 -3.4
- 3.3
-7.9 1406 116.1
1.3
4
- 48.96 8 3.84 18.5
89
44.60
Wockhardt Ltd.
5 1403 55.0* 85 1805 198.6 18.0 10.00 0.5
21.2 1406 485.4
5.3 1406Q 485.4
-3
5.3
-66 74.52 0 8.26 75.4
8206
745.75
Wyeth Ltd.
10 U1403
22.7 288 679 87.9 38.7
- 0.0
13.4 1406 192.8 28.5 1406Q 192.8
15
28.5
28 51.11 0 19.16 26.3
2329 1025.00
Zenotech Laboratorie
10 1403
34.4
1
3 -22.9 -6.6
- 13.5 -703.5 1406
1.5
-4.8 1406Q
1.5
53
-4.8
20 66.84 0 0.01
6.1
86
25.00
74 PHOTOGRAPHIC & ALLI EDPRODUCTS
IND. COMPOSITE
10
331
-22
Jindal Photo
10 1403
10.3 247 331 -22.4 -21.8
- 0.4
-8.8 1406 77.9
0.3 1406Q 77.9
-7
0.3
105 72.71 0 0.01 24.6
194
189.50
75 PLANTATIONS - TEA AND COFFEE
IND. COMPOSITE
348
8251
923
Assam Company
1 1312
31.0 12 228
7.6
0.2
- 1.6
2.0 1406 24.7
-4.3 1406H 70.2
3 -29.7
-17 46.80 17 2.73 62.4
137
4.41
Bombay Burmah
2 1403
14.0 38 275
5.1
0.7 1.00 0.7
1.9 1406 63.0
-0.9 1406Q 63.0
-7
-0.9 -127 65.90 13 4.23 13.8
1713
245.45
CCL Products India
2 1403
26.6 27 611 73.3
5.5 1.20 0.3
20.7 1406 132.6 15.7 1406Q 132.6
4
15.7
3 44.53 0 9.16 11.8
1643
123.50
Duncans Industri
10 1309
55.5
5 262 -26.2 -3.1
- 2.0 -97.7 1406 22.0
-2.0 1406N 132.5 138 -25.6 -3316 82.53 53 0.99 18.2
148
26.75
Goodricke Group
10 1312
21.6 94 579 33.4 15.4 4.50 0.0
16.5 1406 97.9
-5.3 1406H 195.2
14 -41.8
2 74.00 0 0.71 13.7
365
168.85
Harrisons Malaya
10 1403
18.5 174 364
4.4
2.4 1.00 0.3
1.4 1406 77.8 -13.1 1406Q 77.8
-8 -13.1 -3649 50.30 0 0.22 30.6
120
65.05
James Warren Tea
10 U 12.0 101 142 20.3 16.9
- 0.0
16.7
- 74.97 0 0.00 11.4
162
135.00
Jayshree Tea
5 1403
14.4 137 699
3.3
1.2 2.00 1.2
0.8 1406 115.5
-5.5 1406Q 115.5
5
-5.5 -133 56.35 2 7.36 23.7
256
88.80
McLeod Russel
5 1403
54.7 175 1475 208.1 19.0 7.00 0.1
10.8 1409 495.3 221.5 1409H 596.0 -12 189.5
-30 45.71 12 41.31 55.7
2695
246.25
Rossell India
2 1403
7.3 58 141 20.4
5.6 0.50 0.2
9.6 1406 14.4
-3.2 1406Q 14.4 -12
-3.2 -642 74.87 0 10.18
6.6
260
70.75
Tata Coffee Ltd.
10 1403
18.7 323 651 106.6 57.1 13.00 0.2
17.6 1409 175.6 15.5 1409H 343.6
2
34.2
-52 57.48 29 3.21 49.5
1725
923.80
Tata Global Beverage
1 1403
61.8 42 2683 447.0
7.2 2.25 0.2
17.4 1406 726.0 59.3 1406Q 726.0
7
59.3
-30 35.10 5 35.33 181.2
9669
156.35
Warren Tea
10 1403
12.0 91 140 20.2 16.9
- 0.0
18.6 1406 24.5
4.3 1406Q 24.5
59
4.3
73 74.87 0 0.00 11.5
221
184.90
76 PLASTICS - OTHERS
IND. COMPOSITE
343
15428
721
Arrow Coated Pro
10 1403
11.7 16
17
4.6
3.9 1.50 0.0
24.0 1406
2.7
1.3 1406Q
2.7 -33
1.3
77 74.15 0 0.16
2.3
229
195.35
Astral Poly Technik
1 1403
11.2 28 1073 77.2
6.9 0.33 0.3
24.5 1406 270.6 20.5 1406Q 270.6
25
20.5
72 63.81 0 17.08
8.4
4351
387.20
Caprihans India
10 1403
13.1 83 242
5.3
4.0 1.50 0.0
4.8 1406 65.8
2.1 1406Q 65.8
10
2.1
37 71.00 72 3.71
8.7
95
72.20
Cosmo Films
10 1403
19.4 193 1257
8.1
4.2 1.00 1.4
2.1 1406 399.6
7.0 1406Q 399.6
55
7.0
781 42.84 0 0.05 21.9
202
104.10
Hitech Plast
10 1403
15.2 57 271
3.7
2.5 0.90 0.7
4.3 1406 66.6
1.5 1406Q 66.6
8
1.5
138 71.06 0 2.49
6.6
149
98.50
Hydro S&S Indus.
10 1403
6.4 18 178
-8.5 -13.2
- 5.4 -74.4 1406 51.0
-1.1 1406Q 51.0
29
-1.1
9 82.79 0 0.00
3.3
123
192.40
Kalpena Industries L
10 1403
18.8 123 1233 19.5 10.4 1.20 1.8
8.4 1406 415.5
7.5 1406Q 415.5
56
7.5
137 73.63 0 0.00
7.5
158
84.10
M P Polypropylene Lt
1 1403
4.6 -1
0
-0.1 -0.0
- 0.0
1.8 1406
0.0
0.0 1406Q
0.0
0.0
146 0.00 0 0.00
9.2
104
22.50
Manjushree Techno
10 1403
13.5 109 438 26.4 19.5 1.00 1.7
17.9 1406 169.0 15.8 1406Q 169.0
38
15.8
73 68.93 0 0.00
4.4
651
480.45
Mayur Uniquoters
5 U1403 21.7* 27 470 56.8 13.1
- 0.2
47.9 1406 124.6 15.0 1406Q 124.6
17
15.0
31 70.80 0 6.83
7.9
1813 418.65XB
*Mold-Tek Packaging
10 1403 11.3* 46 255
9.1
8.0 3.00 1.2
17.3 1406 74.8
3.8 1406Q 74.8
32
3.8
114 42.45 0 4.51
6.7
235
207.10
Multibase India Ltd.
10 1403
12.6 27
55
5.1
4.0
- 0.0
14.9 1406 14.7
1.5 1406Q 14.7
24
1.5
35 74.99 0 0.00
5.2
127
100.75
Nilkamal Ltd.
10 1403
14.9 310 1655 40.0 26.8 4.00 0.6
8.7 1406 419.2
5.5 1406Q 419.2
7
5.5
-12 63.24 0 7.76
9.0
533
357.10
OK Play India Ltd.
10 1403 18.0* 19 106
-4.2 -2.3
- 1.7 -12.3 1406 18.5
-0.5 1406Q 18.5 -19
-0.5
75 58.36 68 0.03
8.2
114
63.55
Peacock Inds.
4 1403
21.0 -1
35 14.8
2.8
- 0.0 -442.2 1406
9.8
0.5 1406Q
9.8
7
0.5
331 68.08 0 1.36
8.7
100
19.08
Plastiblends Ind
5 1403
6.5 105 466 27.2 21.0 5.00 0.2
19.9 1406 117.0
6.0 1406Q 117.0
4
6.0
4 61.68 0 1.79
6.7
306
235.65
PPAP Automotive
10 1403
14.0 135 247
5.5
3.9
- 0.2
2.9 1406 74.1
2.4 1406Q 74.1
20
2.4
522 63.08 0 1.08 19.6
161
115.30
Responsive Industrie
1 1403
26.7 18 1842 50.8
1.9 0.10 1.4
10.5 1406 346.7 12.7 1406Q 346.7 -15
12.7
1 60.41 0 8.38
3.0
2326
87.15
Safari Indus.
10 1403
3.9 34 166
0.1
0.3
- 4.2
0.9 1406 63.9
2.3 1406Q 63.9
24
2.3
30 59.54 0 0.09
3.0
322
825.05
Supreme Inds.
2 1406
25.4 76 3962 281.4 22.2 8.00 0.4
29.1 1409 759.4 26.1 1409Q 759.4
8
26.1
-26 49.69 0 27.20 27.3
7597
598.05
Swadeshi Industr
1 1403 10.8*
1
3
0.2
0.0
- 0.0
1.8 1406
4.8
0.0 1406Q
4.8 -23
0.0
29 28.47 0 0.00
3.0
156
14.45
TPL Plastech Ltd.
10 1403
7.8 49 190
7.2
9.2 2.00 0.9
18.8 1406 51.2
2.2 1406Q 51.2
20
2.2
64 74.99 0 0.10
6.1
124
158.40
VIP Indus.
2 1403 28.3* 20 972 58.4
4.1 1.70 0.1
20.3 1406 329.3 26.8 1406Q 329.3
1
26.8
17 52.43 0 12.35 49.0
1675
118.40
Wim Plast Ltd
10 1403
6.0 251 296 32.5 54.2 9.00 0.0
21.5 1406 82.9
7.8 1406Q 82.9
11
7.8
3 74.99 0 0.38
4.8
890 1482.35
77 POWER - GENERATION/ DIS TRIBUTION
IND. COMPOSITE
41684
153444 19392
Adani Power Ltd.
10 1403 2871.9 27 10714 595.3
2.1
- 2.9
7.6 1406 3001.5 -179.7 1406Q 3001.5
42 -179.7
80 74.99 40 7.59 314.4 13039
45.40
BF Utilities Ltd.
5 1309
18.8 19
28
4.9
1.3
- 0.9
6.8 1406
5.2
-1.1 1406N 13.9 -13
-3.0 -248 65.63 7 1.00 38.0
2443
648.50
CESC Ltd.
10 1403 126.0* 559 5510 651.9 51.7 8.00 0.5
9.3 1406 1863.0 152.0 1406Q 1863.0
30 152.0
16 52.48 0 39.74 32.8
8494
674.15
Entegra Ltd.
10 U1403 317.2
6
0 -51.3 -1.6
- 1.4 -25.7 1406
0.0 -12.7 1406Q
0.0 4404 -12.7
-0 74.78 86 2.62 21.9
130
4.09
Globus Power Gen
10 1403
98.9 11
0
-1.7 -0.2
- 0.2
-1.5 1406
0.0
-0.0 1406Q
0.0 154
-0.0
65 74.79 0 18.00 15.9
1587
160.35
Guj. Industries
10 1403 151.3 116 1377 185.9 12.3 2.50 0.3
10.6 1406 346.8 48.6 1406Q 346.8
11
48.6
33 58.20 0 20.56 64.3
1268
83.85
GVK Power & Infrastr
1 1403 157.9 16
27 -23.4 -0.1
- 0.2
-0.9 1406
6.3
-8.3 1406Q
6.3
-8
-8.3
-26 54.25 0 15.50 294.8
1532
9.70
*India Power Corp
1 1403
97.4 10 695 29.2
0.3 0.05 0.4
3.1 1406 164.1
5.7 1406Q 164.1
-8
5.7
40 68.31 59 0.12
2.1
1694
17.40
Indiabulls Power
10 1403 2952.9 19 379 -75.3 -0.3
- 1.1
-1.3 1406 143.6 -76.6 1406Q 143.6 1355 -76.6 -108 57.48 82 17.84 146.5 3670
12.43
Jaiprakash Power Ven 10 1403 2938.0 22 2678 19.7
0.1
- 2.8
0.3 1406 787.0 69.2 1406Q 787.0
0
69.2
-26 63.60 88 11.89 337.9
3711
12.63
JSW Energy Ltd.
10 1403 1640.1 43 5803 602.5
3.7 2.00 0.6
8.6 1406 1726.0 238.7 1406Q 1726.0
15 238.7
43 74.99 43 12.14 128.7 12505
76.25
KSK Energy Ventures
10 1403 493.8* 55
48
9.8
0.2
- 0.1
0.3 1406
9.2
-3.8 1406Q
9.2
0
-3.8 -193 67.60 74 19.95 14.1
3333
67.50
Neyveli Lignite
10 1403 1677.7 83 5967 1501.9
9.0 2.80 0.2
10.8 1406 1510.5 334.1 1406Q 1510.5
-3 334.1
20 90.00 0 4.79 96.6 14160
84.40
NHPC
10 1403 11070.7 24 5537 978.8
0.9 0.30 0.7
3.8 1406 2054.8 616.0 1406Q 2054.8
27 616.0
-14 85.95 0 5.75 1011.4 22418
20.25
NTPC
10 1403 8245.5 104 72019 10974.7 13.3 5.75 0.7
12.8 1406 18336.8 2201.2 1406Q 18336.8
17 2201.2
-13 74.95 0 22.25 740.7 120961
146.70
Orient Green Power C 10 1403 568.1 20
34 -136.7 -2.4
- 0.4 -12.1 1406 10.4 -22.5 1406Q 10.4
-9 -22.5 -127 74.99 0 9.04 24.9
683
12.03
PTC India
10 1403 296.0 85 11511 251.2
8.5 2.00 0.0
10.0 1406 3689.5 43.7 1406Q 3689.5
33
43.7
47 16.21 0 62.19 152.5
2550
86.15
Raja Bahadur Interna 100 1403
2.5 529
0
-3.8 -152.3
- 1.5 -28.8 1406 23.1
2.9 1406Q 23.1 39180
2.9
438 75.00 0 0.06
0.7
105 4185.25
Reliance Infrastruct
10 1403 263.0 810 11357 1587.9 60.4 7.50 0.7
7.5 1406 2535.9 321.5 1406Q 2535.9 -23 321.5
-14 48.52 0 37.83 1179.9 15253
580.00
Reliance Power L
10 1403 2805.1 60
92 56.5
0.2
- 0.1
0.3 1406 39.9
7.2 1406Q 39.9 501
7.2
-84 74.98 9 11.67 3908.8 20407
72.75
SJVN Ltd.
10 1403 4136.6 22 1874 1114.6
2.7 0.98 0.2
12.3 1406 674.7 424.3 1406Q 674.7
25 424.3
24 89.96 0 6.53 95.8
9204
22.25
Tata Power Co.
1 1403 270.5* 53 8627 954.1
3.5 1.25 0.8
6.7 1406 2328.4 256.0 1406Q 2328.4
-11 256.0
-28 33.03 5 50.90 281.7 23733
87.75
Techno Electric & En
2 1403
11.4 109 594 69.9 12.3 3.00 0.3
11.2 1406 150.4 12.0 1406Q 150.4
16
12.0
16 57.97 0 7.49
4.0
1555
272.35
Torrent Power Ltd.
10 1403 472.4 131 8576 94.8
2.0 0.50 0.9
1.5 1406 2531.7 80.3 1406Q 2531.7
16
80.3
895 53.43 0 23.08 75.4
7290
154.30
78 POWER - TRANSMISSIO N/E QUIPMENT
IND. COMPOSITE
5487
36556 5122
Alstom India
10 1403
67.2 138 2605 230.7 34.3 14.00 0.0
24.8 1406 470.8 15.0 1406Q 470.8 -13
15.0
-44 68.55 0 15.98 46.4
3271
486.50
Alstom T&D India
2 1403
51.2 49 3524 117.0
4.6 1.80 0.3
9.4 1406 673.3 28.4 1406Q 673.3
15
28.4
89 74.99 0 16.45 44.1
9437
368.55
Indo Tech Transforme
10 1403
10.6
6
94 -18.8 -23.6
- 20.5 -307.3 1406 44.7
-0.3 1406Q 44.7 124
-0.3
98 74.34 0 0.00 10.1
192
180.65

254/163
382/189
424/159
53/21
887/337
1178/565
36/14

1767
513
1173
448
8302
1892
124

11.5
5.2
26.7
43.6
24.7
-

258/96

228

43
-

9/4
291/91
131/26
32/14
202/115
79/39
165/116
114/77
330/243
80/27
1185/870
177/135
396/143

735
1892
1748
189
364
210
153
618
2878
306
1805
10117
213

20
22.3
10.6
21.4
15.6
24.9
22.9
10.0

235/15
432/119
101/30
124/45
119/39
211/28
135/30
33/11
486/116
485/128
213/29
131/30
419/106
68/23
19/3
269/76
126/28
119/66
925/284
685/371
84/14
219/78
126/52
1524/342

224
4444
74
667
204
184
554
104
898
1823
300
116
784
162
102
334
198
2914
370
7957
156
157
1681
885

29
44.8
50.7
16.3
12.6
32.5
6.6
19.7
30.1
21.1
23.2
13.6
6.5
11.1
21.6
45.7
510.2
27.9
15.4
26.9
27.2

69/32 34943
818/174 2509
828/340 11092
9/2 482
228/41 1568
106/53 1563
21/7 1979
29/12 2050
16/6 9060
27/11 20714
87/42 16495
126/54 3478
109/55 12675
30/17 35695
169/111 168055
19/9 1103
104/52 2005
4185/638 124
820/351 29110
113/60 22355
28/19 9002
115/70 33921
305/77 1674
173/76 11357

14
9.8
12.6
6.4
18.6
9.1
11.4
9.6
9.9
7.7
27.8
21.7
39.4

52-Week
High/Low

(22/10/14)

CMP (`)

MARKET RELATED DATA


Market Cap
(` Cr)

No. of Shareholder
(in 000)

Inst. Stake (%)

Pledged (%)

NP Growth (%)

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

Prom. Stake (%)

SHAREHOLDINGS

YEAR TO DATE
Year / Months

NP
(` Cr)

Latest Qtr. Year

RONW (%)

DERatio

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

18
591/307 2991 15.0
374/144 9815 72.4
222/43 308
-

Personal Copy of Sundar Narayanaswamy

28.00
19.00
1.00
23.00
2.00
2.25
10.00
1.50

0.0
0.0
0.6
0.0
0.0
0.0
0.0
0.2

26.6
46.2
10.5
16.5
22.6
19.3
11.6
11.0

1406 42.7
1409 228.0
1406 27.0
1406 36.7
1409 147.4
1406 47.6
1406 51.6
1406 53.9

4619 -868
262 1595 -199.3 -38.2
-40 187 -842.7 -167.5
62
40 -25.8 -0.6
29 518 191.8
4.0
32 2279
8.4
0.1

0.50
-

3.6
0.0
0.1
0.2
2.0

-14.5
416.8
-1.0
13.7
0.3

8579 -651
238 874 -229.2 -11.2
139 122 23.0
9.3
273 1027 121.7 32.7
319 1493 204.7 13.6
139 408
1.0
0.3
136 4232 -274.7 -5.9
61 248
-8.1 -3.7
23 175 -489.9 -21.8

1.20
9.00
0.60
-

2415
229
789
91
163
461
183
341
158

828
128.7
281.2
20.0
58.7
120.6
22.0
152.8
43.9

40
50
834
57
133
74
73

27979 -2281
6644 -1533.1 -16.0
2665
3.6
0.1
651 28.7 25.1 12.50
1192
3.0
0.4
1313 29.0 16.7 3.50
1822 -75.4 -13.2
1782 26.5
1.5
-

Trailing P/E Ratio

44.4
39.4
6.2
58.7
17.1
5.5
30.0
11.6

167
85
59
356
76
29
258
105

263.95
533.70
30.90
81.65
140.75
117.40

19
331/142 7125 20.6
659/308 805 33.8
43/25 1743
93/24 698 11.5
163/43 513 7.7
167/59 157 31.9

709
-806
235
179
103
182
92
115

54.93 0 27.48 92.2


2.81 0 0.00 185.3
67.28 0 16.25 62.7
24.89 72 3.15 309.7
51.11 0 34.11 97.4
68.57 0 7.02 179.2
88.58 0 3.72 470.7
74.98 0 0.00
8.1

49802
91
1561
18205
17687
87916
10279
141

688.75
0.11
104.85
120.45
522.30
362.10
58.65
27.65

14
722/315 69591 9.7
0/0
97
114/52 6968
133/45 39494 10.9
534/190 49582 5.5
411/195 165907 7.0
81/38 8460 10.1
37/6 116 17.8

-38
-3
79
105
47
-72

69.36
45.43
41.33
59.52
57.84
47.82

14 1216.3
- -27.0
13 510.1
11 684.0
14
46.0
13 2522.9
3 -36.1
23
0.9

Entprise Value

1406 103.0
1409 35.0
1406 84.0
1409 58.3
1406 48.5
1406 41.1
1406
1.9
1406 35.6

8893
806
137
299
215
123

80.4
11.0
-55.7
0.9
9.0
1.2

52-Week
High/Low

15.4
6.0
10.3
26.7
5.1
16.2
3.5
33.5

107
13.1
15.1
10.8
27.5
7.6
9.3
1.4
21.8

0 20.67 136.3
0 0.80 96.6
0 3.95
9.8
0 0.03
5.8
0 6.41 15.0
0 2.26
6.1

-2
9
-35
5
28
25

(22/10/14)

0.5
0.1
0.7
0.0
0.8
0.0
0.0
0.6

1418
298
144
309
232
194
125
23
93

70/20 1382
198/71 2914
153/30 3927
147/92 152571
237/62 334
750/342 674

-198
21
200
9
-13
-16

CMP (`)

12.7 5.00
3.0 0.37
81.2 16.00
52.5 10.00
5.6 1.50
2.1 0.60
0.2 0.05
25.4 1.00

82
50
792
196
110
13
5
76

Market Cap
(` Cr)

1406Q
1406Q
1406Q
1409H
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

No. of Shareholder
(in 000)

3.6
66.5
1.1
24.3
-78.1
-19.5
0.8
10.1
61.1
9.0

Inst. Stake (%)

699.1
2368.3
8.8
129.8
386.0
117.6
609.9
31.0
322.0
165.0

39.55
148.60
105.10
139.50
148.55
667.35

-3 -16.0
20
41.9
-4
9.5
11 1136.5
16
-5.7
-10
6.7

Pledged (%)

1406
1406
1406
1409
1406
1406
1406
1406
1406
1406

435.5
45.0
138.8
274.9
384.4
90.8

418
2280
2702
72981
197
675

Prom. Stake (%)

1.8
0.1
0.6
23.1
-32.4
0.2
5.1
28.8
4.1
14.8

21667
63
2744 23.3
1.4 0.40
11577
2.8
0.1 0.60
43
4.8
0.9
367 67.0 54.4 21.00
1661 -187.7 -20.2
614
0.9
0.1
2714 37.0
4.4 0.75
117 35.2 12.7
1254 54.2 16.3 7.00
575 25.2 14.0 1.00

1406Q
1409H
1406Q
1406Q
1406Q
1406Q

MARKET RELATED DATA

27.04 80 21.60 40.6


59.45 35 32.15 21.2
50.01 0 34.66 66.6
57.89 0 34.92 785.3
74.89 21 2.28 36.2
47.48 0 37.18 13.2

NP Growth (%)

1.0
1.7
0.0
0.0
1.8
0.5
0.5
0.1
0.2
0.3

76
128
153
236
62
49
88
44
396
95

80.4
5.4
-55.7
0.9
9.0
1.2

NP (` Cr)

1406Q 66790.2
1406Q
0.0
1406Q 12989.4
1406Q 24855.0
1406Q 59215.8
1406Q 124956.7
1406Q 15743.5
1406Q 109.3

435.5
23.8
138.8
274.9
384.4
90.8

690.2
1063.4
1394.3
3941.8
270.8
83.4

Sales Growth (%)

1406 66790.2 1216.3


1406
0.0 -27.0
1406 12989.4 510.1
1406 24855.0 684.0
1406 59215.8 46.0
1406 124956.7 2522.9
1406 15743.5 -36.1
1406 109.3
0.9

690.2 -16.0 1406Q


1063.4 41.9 1406Q
1394.3
9.5 1406Q
3941.8 1136.5 1406Q
124.0
-6.6 1409H
83.4
6.7 1406Q

Sales
(` Cr)

20.9
-1.0
-17.6
10.2
11.5
10.6
8.5
0.8

6.50
3.50
1.20
-

Year / Months

117670 5 13233
269 260061 4060.9 56.2 17.00 1.0
1
0
-5.5 -0.0
- 0.0
116 49343 -303.8 -20.4
- 3.2
8 98602 126.0
0.8
- 21.4
443 223271 1733.8 51.2 15.50 2.1
272 473210 7019.1 28.9 8.70 1.2
40 71815 601.2
3.4
- 1.3
24 404
1.0
0.2 0.01 0.0

5428
101
73 1824 479.8 14.2
165
85 24.1 16.0
-44 495 -439.4 -132.1
123 1185
4.8
1.3
206 1432 25.0 16.4
200 407
6.9
6.6

NP
(` Cr)

1406
1409
1406
1406
1406
1406

3.1
9.5 1.50
3.3 0.60
8.6 2.58
3.6 0.75
26.0 10.00

Sales
(` Cr)

Latest Qtr. Year

19.5
9.7
225.7
1.1
7.9
3.3

Div (`)

0.0
0.0
0.0
1.1
1.2
0.4

EPS (`)

1406
1406
1406
1406
1409
1406

NP (` Cr)

4.3
7.5
8.3
13.1
1.4
6.2

Sales (` Cr)

1.4
0.4
1.3
2.4
0.5
0.0

72 3326 32.3
127 4055 146.4
40 6559 85.6
66 15230 4497.4
253 718
4.8
420 445 26.3

SHAREHOLDINGS

YEAR TO DATE

RONW (%)

LATEST QTR.

DERatio

Jyoti Structures
2 1403 21.1*
Kalpataru Power
2 1403
30.7
KEC International Lt
2 1403
51.4
Power Grid Corpo
10 1403 5231.6
*Transformers & Recti 10 1403
13.3
Voltamp Transformers 10 1403
10.1
79 PROJECT CONSULTANCY/TU RNKEY
IND. COMPOSITE
261
Engineers India
5 1403 168.5
*Reliance Ind.Inf
10 1403
15.1
Shriram EPC Ltd.
10 1403
44.4
SPML Infra
2 1403
7.3
Sunil Hitech Enginee
10 1403 15.3*
Technofab Engineerin 10 1403
10.5
80 REFINERIES
IND. COMPOSITE
7758
Bharat Petroleum
10 1403 723.1
Cals Refineries Ltd.
1 1403 829.4
Chennai Petro.
10 1403 148.9
Essar Oil Ltd.
10 U1403 1511.4*
Hind. Petrol
10 1403 338.6
Indian Oil Corp
10 1403 2428.0
Mangalore Refine
10 1403 1752.6
Sah Petroleums Ltd.
5 1403
25.5
81 RETAIL
IND. COMPOSITE
332
Future Lifestyle
2 1403
34.1
Future Retail
2 1403 51.0*
Indiabulls Wholesale
2 1403 10.1*
Kewal Kiran Clothing
10 1403
12.3
Pantaloons Fashion
10 1403
92.8
Provogue (India)
1 1403
11.4
Shoppers Stop
5 1403
41.6
Store One Retail Ind
10 1403
27.6
Trent Ltd.
10 1403
33.2
V Mart Retail
10 1403 18.0*
82 RUBBER
IND. COMPOSITE
100
Apcotex Industries L
5 1403
5.2
*Elgi Rubber Co.
1 1403
5.0
GRP L
10 1403
1.3
Indag Rubber
10 1403
5.3
Pix Transmission
10 1403
13.6
Rubfila Internationa
5 1403
21.6
SRK Industries
5 1403
39.2
Tinna Rubber and Inf
10 1403
8.6
83 SERVICES - OTHERS
IND. COMPOSITE
277
Credit Analysis & Re
10 1403
29.0
Crisil
1 1312
7.1*
Deep Industries
10 1403 32.1*
ICRA Ltd.
10 1403
10.0
Just Dial
10 1403 70.4*
MT Educare Ltd.
10 1403 39.8*
Multi Commodity Ex
10 1403
51.0
Tree House Education 10 1403
37.8
84 SHIP - DOCKS/BREAKI NG/ REPAIRS
IND. COMPOSITE
1750
ABG Shipyard
10 1403
52.2
Bharati Shipyard
10 1403
50.3
Essar Ports
10 1403 427.9
Gujarat Pipavav Port
10 1312 483.4
Pipavav Defence & Of 10 1403 736.2
85 SHIPPING
IND. COMPOSITE
1090
Essar Shipping
10 1403 205.2
Global Offshore Ser
10 1403
24.7
*GOL Offshore Ltd.
10 1403
37.2
Great Eastern
10 1403 150.8
Seamec Ltd.
10 1403
33.9
Shipping Corpn.
10 1403 465.8
Shreyas Shipping & L
10 1403
22.0
Varun Shipping
10 U1403 150.0
86 SUGAR
IND. COMPOSITE
480
Bajaj Hindustan
1 1403
63.9
Balrampur Chini
1 1403
24.5
Bannari Amman Su
10 1403
11.4
Dalmia Bharat Sugar
2 1403
16.2
DCM Shriram In
10 1403
17.4
Dhampur Sugar
10 1403
57.2
EID Parry
1 1403
17.6

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

14.8
25.8
15.9
47.7
27.0

699.1
2368.3
8.8
215.1
386.0
117.6
609.9
31.0
322.0
165.0

10
585
-11
13
12
1
14
11
28
39

3.6
66.5
1.1
34.4
-78.1
-19.5
0.8
10.1
61.1
9.0

-54
803
-59
-4
-35
-528
-54
12
252
26

52.07
45.09
43.49
74.21
67.95
46.62
67.28
73.85
32.61
58.71

45
67
0
0
0
48
13
0
0
0

23.75
24.93
1.02
18.70
1.24
9.04
17.74
0.14
39.72
30.14

60.5
46.6
68.8
4.2
41.5
35.3
8.1
12.1
35.7
2.2

1538
2879
92
2129
1106
96
4756
128
4487
1032

90.35
112.95
18.05
1727.45
119.15
8.38
571.10
46.55
1350.25
573.60

113/55
148/63
32/15
1879/943
145/74
15/7
624/318
74/22
1509/902
606/205

2609
8281
89
2107
2110
366
5121
139
4679
1074

68
80.2
36.0
32.4
131.7
3.5
35.8
38.2

5.8
1.3
2.1
8.8
0.9
2.9
0.2
3.8

1406Q 103.0
1409H 72.0
1406Q 84.0
1409H 116.5
1406Q 48.5
1406Q 41.1
1406Q
1.9
1406Q 35.6

37
-10
28
-3
14
31
-79
14

5.8
3.9
2.1
15.7
0.9
2.9
0.2
3.8

48
-28
25
5
-5
-7
-51
-83

57.59
60.96
46.04
74.76
58.12
65.71
26.31
73.59

0
0
0
0
1
0
0
0

0.02
2.82
0.00
0.49
0.02
0.14
0.00
0.00

20.1
12.2
2.1
5.3
15.8
43.1
1.5
5.2

362
150
164
336
85
215
96
100

349.20
30.00
1229.80
639.95
62.70
49.80
12.22
116.70

395/104
44/16
1548/900
793/210
70/30
52/16
200/12
135/22

396
148
231
333
183
210
96
136

10
24.1
11.0
14.6
11.9
13.6
23.8
25.9

26.6
60.5
5.8
19.4
31.5
7.0
23.4
16.1

1406Q 42.7
1409N 668.8
1406Q 27.0
1406Q 36.7
1409H 282.4
1406Q 47.6
1406Q 51.6
1406Q 53.9

23
16
26
14
30
11
-59
32

26.6
158.3
5.8
19.4
59.6
7.0
23.4
16.1

9
-30
16
28
5
129
-61
31

0.00 0
67.40 0
68.13 0
50.05 0
32.98 0
42.81 5
25.99 0
32.28 19

75.39 40.4
18.43 14.9
0.14 10.9
36.27 15.4
31.20 12.0
24.78
9.5
36.88 159.5
15.09
4.9

3982
12890
231
2602
11519
551
4019
1756

1406 266.0 -56.0 1406Q 266.0


1403 13.0 -293.0
1406
8.8
-3.5 1406Q
8.8
1406 168.3 80.5 1406H 324.5
1406 316.5
5.6 1406Q 316.5

-38
-56
-18
32
-55

-56.0 -1418 63.90 94 10.77


- 65.48 100 6.62
-3.5
68 74.96 100 10.91
141.6
100 43.00 0 48.07
5.6
-24 44.50 100 16.30

20.4
37.2
95.4
41.5
68.5

1175
172
4352
8243
2926

224.95
34.25
101.70
170.50
39.75

327/210
47/23
110/48
182/48
74/31

53
5870
4441
4590
8322 31.4
7168
-

0.7
-4.7
0.8
6.7
1.6
12.0
0.6
4.3
0.0
0.2
1.1
-4.3
0.6
-6.1
1.0 -139.0

1406
1406
1406
1406
1406
1406
1406
1403

-18
-1
-3
6
34
12
19
-22

-32.6 -241 75.00 100 9.49 98.2


7.4
-6 33.40 0 6.43 20.3
3.5
-89 49.71 48 6.52 84.3
87.6
-38 30.49 0 41.26 72.4
24.9
351 51.00 0 2.34 17.8
49.5
150 63.74 0 20.37 185.3
-21.9 -1056 73.29 0 0.00 13.9
- 37.79 41 7.85 80.7

466
1186
352
5980
453
2650
189
103

22.70
479.80
94.50
396.60
133.55
56.90
86.00
6.87

27/14
574/46
131/50
467/272
159/44
73/34
94/17
15/7

23
3865
1462 52.7
1920 3.8
7030 39.8
352 22.2
8787
247
586
-

2.2
1.1
1.1
1.6
1.1
2.9
1.4

1406
1406
1406
1406
1406
1406
1406

1205
1372
1455
172
247
266
3770

18.85
56.00
1271.90
21.25
142.00
46.55
214.45

33/12
88/36
1475/697
28/11
173/30
69/28
247/118

47
6663
2576
2475 67.5
874
500 6.5
1462
5493 52.2

-59.9
0.3
3.0
0.7
12.5
-17.9
2.1

228.0 -32.6
31.1
7.4
228.7
3.5
385.1 87.6
114.3 24.9
1091.3 49.5
62.3 -21.9
-25.2 -120.0

1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
-

228.0
31.1
228.7
385.1
114.3
1091.3
62.3
-

979.7 -146.6 1406Q 979.7


804.4
-4.0 1406Q 804.4
230.1
2.2 1406Q 230.1
329.4
5.6 1406Q 329.4
336.6 13.6 1406Q 336.6
388.0 -11.0 1406Q 388.0
645.6 -26.6 1406Q 645.6

-23 -146.6
18
-4.0
78
2.2
15
5.6
16
13.6
-8 -11.0
60 -26.6

7
59
-76
-57
195
45
63

46.12 0 17.25 145.9


40.83 0 31.96 95.9
54.72 0 0.19
7.4
74.91 0 5.15 13.8
43.82 0 7.69 87.9
53.45 18 3.81 45.5
45.21 0 24.24 41.1

45
1373.05 1589/582 3955 30.4
1806.40 2258/1010 12848 60.0
71.85
91/26 332 11.1
2601.55 3199/1175 2584 41.3
1636.00 1895/954 11482 93.3
138.40
155/67 544 21.2
788.05
895/383 3677 34.6
465.10
520/214 1828 36.8

NOV 3 - 16, 2014 DSIJ.in

43

Updated Information

44

DSIJ.in NOV 3 - 16, 2014

NP (` Cr)

NP Growth (%)

6.1
7.3
-3.6
-36.5
-80.6
-8.5
-0.7

-45
-8
45
10
-27
60
97

187.9 19.1 1406Q 187.9


408.7 18.1 1406Q 408.7
145.8 -156.1 1406Q 145.8
595.2
0.9 1406Q 595.2
650.6 68.9 1409H 1269.4
97.0 -103.7 1406Q 97.0
20.7
7.3 1406N 75.3
583.7
5.8 1406Q 583.7
3.7
-2.7 1406Q
3.7
0.1
-3.7
-

1.4
- 1.4
1.2 1406 174.3
-1.6 1406Q 174.3
0.8
- 0.0
3.0 1406
0.1
0.0 1406Q
0.1
51.8 7.00 0.4
8.3 1406 1972.5 69.0 1406Q 1972.5
4.5 0.30 2.7
18.1 1406 3734.9 43.5 1406N 11324.9
81.9 12.50 0.3
18.5 1406 121.4 13.2 1406Q 121.4
-0.0
- 0.0
0.0 1406
1.5
0.0 1406Q
1.5
14.0 2.35 0.9
13.7 1406 1277.5 113.3 1406Q 1277.5
2.8 0.75 1.3
12.6
0.2
- 0.0
1.4 1406
5.4
-0.3 1406Q
5.4
20.0 2.00 1.6
13.0 1406 172.6
6.0 1406Q 172.6
17.1 3.00 3.0
12.6 1406 299.8
4.9 1406Q 299.8
-27.1
- 1.0 -52.5 1406
2.4
1.3 1406Q
2.4
0.3
- 5.0
0.3 1406
1.8
0.2 1406Q
1.8
1.2 0.80 0.7
1.7 1406 554.4 -53.6 1406Q 554.4
-30.5
- 1.7 -15.1 1406 798.1 -38.0 1406Q 798.1
28.8 6.00 0.3
9.0 1406 304.8
8.7 1406Q 304.8
59.4 15.00 0.0
8.1 1406 51.7
3.3 1406Q 51.7
20.8 3.00 1.0
17.0 1406 119.3
-4.7 1406Q 119.3
0.7 0.20 4.4
5.7 1406 128.7
4.0 1406Q 128.7
0.0
- 0.0
3.4 1406
5.0
0.0 1406Q
5.0
-2.5
- 2.7
-5.2 1406 436.9
2.7 1406Q 436.9
-23.0
- 1.0 -21.6 1406 78.8
0.8 1406Q 78.8
16.2 1.20 1.6
19.9 1406 157.3
6.2 1406Q 157.3
-36.0
- 4.9 -55.9 1406 707.3 -32.7 1406Q 707.3
12.2 2.70 0.2
9.7 1406 199.4
9.7 1406Q 199.4
5.1
- 2.5
28.1 1406 215.2
3.8 1406Q 215.2
26.9 6.00 0.1
3.6 1406 74.3
2.0 1406Q 74.3
-2.1
- 2.5
-5.9 1406 271.8
-2.7 1406Q 271.8
6.0 1.50 0.6
9.8 1406 228.7 22.7 1406Q 228.7
17.1
- 1.4
27.2 1406 51.7
2.7 1406Q 51.7
28.7
- 1.4
39.1 1406 316.4 24.9 1406Q 316.4
-0.5 1.00 0.7
-1.4 1406 715.3 22.1 1406Q 715.3
2.3 2.00 1.2
1.5 1406 1166.0 44.0 1406Q 1166.0
0.1
- 3.2
4.3 1406 227.6
2.0 1406Q 227.6
12.5 0.50 2.1
18.0 1406 217.1
6.6 1406Q 217.1
0.0
- 0.1
0.2 1403
0.5
0.0
12.1 1.00 0.7
32.9 1409 128.2 19.3 1409H 231.0
34.6 7.00 0.8
17.2 1406 481.4 32.1 1406Q 481.4
-9.6
- 315.3 -2690.6 1406 234.6
-1.1 1406Q 234.6
12.6 2.50 0.0
11.1 1406 59.3 10.3 1406Q 59.3
40.9 7.50 4.1
15.6 1406 346.0
2.5 1406Q 346.0
17.2 3.00 0.3
6.9 1406 233.6
3.9 1406Q 233.6
7.6 1.00 1.0
9.6 1406 120.7
-3.0 1406Q 120.7
17.9 2.00 1.6
11.3 1406 316.3 16.1 1406Q 316.3
7.1
- 3.8
52.6 1406 163.7
4.5 1406Q 163.7
0.8 0.20 1.0
5.8 1406 66.5
2.1 1406Q 66.5
1.1 0.50 0.2
8.1 1409 16.8
0.2 1409H 33.6
7.8 2.45 2.0
28.8 1406 97.4
7.8 1406Q 97.4
17.4 1.00 1.5
10.8 1406 490.1
-5.4 1406Q 490.1
40.4 1.00 1.4
19.1 1406 528.1 -11.5 1406Q 528.1
8.6 1.20 1.8
18.1 1406 263.7 11.5 1406Q 263.7
3.5 0.75 0.3
1.8 1406 60.3 11.0 1406Q 60.3
7.6 0.75 1.1
26.4 1406 132.7
8.8 1406Q 132.7
14.0 3.25 0.6
28.4 1406 38.1
6.3 1406Q 38.1
137.9 60.00 0.5
53.2 1406 383.2 54.3 1406Q 383.2
-0.4
- 0.0
-0.9
6.8 2.00 0.4
5.2 1406 143.1
4.0 1406Q 143.1
36.0 7.50 1.6
14.2 1406 88.9 10.5 1406Q 88.9
0.1
- 0.0
1.6 1406
3.0
0.2 1406Q
3.0
14.4 2.00 1.1
8.0 1406 513.9 -33.7 1406Q 513.9
0.2 0.10 0.0
11.3 1406 45.3
0.6 1406Q 45.3

782
38
-76
101
111
15
110
-60
-68
-

19.74
67.88
27.17
44.23
38.67
90.00
50.10
74.92
71.20
74.36

21.84 24.8
2.74
6.0
51.80 189.4
26.36 89.3
15.58 250.2
0.44 40.0
3.96 25.1
0.00
2.7
6.17 11.3
0.63 23.2

945
1026
670
324
2268
743
190
300
97
657

115.45
23.35
2.88
20.60
18.30
25.80
83.10
35.00
80.75
28.85

156/37
42/10
4/1
34/13
24/7
43/15
101/33
57/13
112/62
43/24

-1.6 -144 65.77 2 16.48 10.0


0.0
-75 10.88 0 0.16
1.2
69.0
-73 57.21 0 27.02 131.6
272.4
14 39.33 99 13.27 223.0
13.2
56 48.63 0 6.99
3.7
0.0
160 0.22 0 0.00
2.0
113.3
43 43.45 0 37.85 185.8
- 67.71 0 0.00
0.3
-0.3 -1380 3.22 0 0.00
5.1
6.0
-42 55.54 0 1.00
7.8
4.9
33 55.23 0 13.61
8.8
1.3
8 74.79 0 6.42
9.4
0.2 1126 74.85 0 7.89
9.0
-53.6
-95 52.35 6 19.77 93.6
-38.0
91 92.24 28 0.81
7.3
8.7
-43 31.38 20 9.26 48.2
3.3
-57 77.82 0 0.47
5.9
-4.7 -191 44.69 0 9.47 45.1
4.0 3576 74.99 0 15.57
4.8
0.0
-64 3.07 0 0.00
0.3
2.7
126 62.57 45 7.23
4.7
0.8
109 73.85 0 11.74 10.4
6.2
110 56.69 75 0.03 11.7
-32.7
10 57.66 0 0.07 73.7
9.7
57 50.47 0 8.99 11.5
3.8
-66 61.53 41 4.55 24.8
2.0
-41 66.13 0 22.46
2.4
-2.7
83 62.33 100 6.46 10.1
22.7
61 57.07 0 15.45 18.0
2.7
20 38.96 69 7.37 10.4
24.9
80 55.49 31 8.89 22.8
22.1
173 66.85 0 13.43 21.2
44.0
207 57.49 0 16.41 27.7
2.0
107 40.10 100 24.06 94.9
6.6
20 56.18 14 0.00
1.6
- 25.60 0 3.98
0.6
33.8
35 54.24 23 0.38
7.2
32.1
21 74.95 0 9.62
7.4
-1.1
98 39.21 4 3.15 11.8
10.3
-21 67.23 0 16.82 13.2
2.5
-48 73.49 0 0.10
2.2
3.9
-70 74.89 39 2.67 110.4
-3.0 -135 74.81 0 0.00
2.4
16.1
70 68.90 55 9.88
1.6
4.5
-52 74.94 48 0.01 16.8
2.1
-31 63.56 0 0.33 10.2
1.0
-49 74.99 0 14.54
3.5
7.8
-12 63.87 0 5.27 17.8
-5.4 -124 67.62 0 1.27 84.1
-11.5 -141 64.82 0 0.03 39.3
11.5
21 58.32 73 1.82 34.2
11.0
69 12.66 0 26.14 44.1
8.8
9 63.78 0 0.85 14.1
6.3
51 53.07 0 0.00
3.9
54.3
26 51.81 0 38.70 14.5
- 66.64 0 10.12 24.0
4.0
358 66.58 0 10.14 23.8
10.5
49 53.14 0 0.02
5.1
0.2
304 1.63 0 0.00
0.2
-33.7
25 40.20 0 22.22 109.9
0.6
-78 13.51 0 0.00
2.5

107
102
21798
1637
260
115
7671
294
834
207
128
290
103
1351
1958
343
151
133
103
973
110
1025
227
146
337
93
113
222
889
203
665
353
924
209
232
276
2234
1154
231
612
123
237
267
823
93
166
210
172
240
338
197
1389
113
398
9662
583
485
247
926
3142
4099

4
-62
16
222
14
224
17
18
6
4
-1
5
31
-25
-18
9
27
10
16
18
65
-12
34
11
-8
5
7
27
7
-0
-1
7
15
15
17
12
7
-6
5
7
10
7
-4
-70
-2
9
1
29
39
13
14
24
-1
-11
22
120

7
66
55
99
50
0
0
0
0
0

Entprise Value

405
19.1
12
18.1
3 -156.1
6
0.9
67 138.4
-18 -103.7
-7
1.2
-41
5.8
25
-2.7
-87
-

52-Week
High/Low

28/14 309 10.3


48/20 173 4.4
251/87 228
27/12 859
32/16 4833
36/11 1571
17/9 321
-

(22/10/14)

20.50
35.40
171.55
16.05
16.45
22.15
10.23

CMP (`)

232
91
148
154
1528
571
115

Pledged (%)

40.06 0 0.02 25.0


70.90 0 0.00 10.6
47.08 11 3.60
9.5
74.94 13 0.18 43.7
55.44 22 13.92 207.9
68.21 0 14.48 38.7
46.53 0 0.00 24.1

Prom. Stake (%)

1.10 0.2
21.1 1406
0.10 1.1
12.9 1406
- 5.0 -54.9 1406
- 16.7 -264.2 1406
- 0.5
19.4 1409
- 2.3 -66.3 1406
- 8.5 -180.2 1406
- 1.8
22.7 1406
- 0.0
-6.6 1406
- 0.0
0.7 1406

EPS (`)

-1073
50.9
6.2
62.7
1.4
-551.2 -2.4
-469.8 -29.9
147.5
1.2
-344.3 -12.0
-16.4 -7.2
50.1
5.8
-6.8 -5.7
4.5
0.2

Trailing P/E Ratio

Sales Growth (%)


13
-19
35
-11
-40
36
125

11.7
16.7
-3.9
-35.1
-34.2
-18.9
-34.4

Market Cap
(` Cr)

Sales
(` Cr)
105.4
105.2
38.4
227.6
1157.8
575.9
279.5

0.4
0.7
0.7
1.6
2.5
1.3
2.6

MARKET RELATED DATA

No. of Shareholder
(in 000)

Year / Months
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q
1406Q

0.85
0.60
-

Inst. Stake (%)

NP
(` Cr)
6.1
7.3
-3.6
-36.5
-80.6
-8.5
-0.7

RONW (%)

105.4
105.2
38.4
227.6
1157.8
575.9
279.5

DERatio

1406
1406
1406
1406
1406
1406
1406

27.7
2.4
21.3
8.3
-4.8 -5.6
-159.4 -16.6
-466.1 -5.0
-152.8 -3.9
-29.8 -2.6

3785
3.2
0.9
674.0
920.2
48.1
-0.0
361.4
5.4
1.6
31.6
26.6
-60.6
0.1
24.3
-409.9
62.9
26.8
36.2
3.7
0.4
-8.1
-29.7
24.5
-144.4
26.7
36.3
14.1
-7.2
58.8
9.9
104.9
-8.2
15.0
3.3
25.1
0.0
57.4
130.6
-96.4
21.2
19.7
23.9
19.7
59.2
29.5
5.3
4.1
28.2
69.2
145.8
39.3
31.6
34.8
20.0
153.8
-0.9
14.7
26.6
0.4
88.1
3.7

SHAREHOLDINGS

YEAR TO DATE

Latest Qtr. Year

LATEST QTR.

Div (`)

KCP Sugar & In


1 1403
11.3 21 339
Piccadily Agro I
10 1403 25.6* 50 376
Ponni Sugars (Erode)
10 1403
8.6 144 169
*Sakthi Sugars
10 1403
96.2 47 707
Shree Renuka Sugars
1 1403
92.9 15 6522
Triveni Eng.&Ind.Ltd
1 1403
25.8 31 3153
Ugar Sugar Works
1 1403
11.3
8 642
87 TELECOMMUNICATIONS- E QUIPMENT
IND. COMPOSITE
3144
12174
Astra Microwave
2 1403
16.4 29 531
*BS
1 1403
43.9 11 1770
GTL Infrastructure
10 1403 2325.1*
4 579
GTL Ltd.
10 1403 157.3 11 2265
Himachal F. Comm
1 1403 123.9
6 2019
ITI
10 1403 288.0 18 709
Nelco Ltd
10 1309
22.8
4 110
Optiemus Infracom
10 1403
85.8 26 4104
Punj. Communica
10 1403
12.0 87
19
Spice Mobility L
3 U1406
68.4 28
68
88 TEXTILES
IND. COMPOSITE
5502
120872
Aarvee Denims an
10 1403
23.5 110 685
Aarya Global Shares
10 1403
12.4 25
0
Aditya Birla Nuvo
10 1403 130.1 623 8020
Alok Industries Ltd.
10 1309 1377.1 37 19918
Ambika Cotton Mi
10 1403
5.9 442 477
Arnav Corporation
10 1403 89.4* 10
3
Arvind Ltd.
10 1403 258.2 102 4775
Ashapura Intimates F
10 1403
19.5 22 166
Atlas Jewellery
10 1403 100.7* 12
73
Bannari Amman Spinni 10 1403
15.8 154 700
Banswara Syntex
10 1403
15.5 136 1212
Binny Ltd.
5 1403
11.2 52
9
*Binny Mills Ltd.
10 1403
3.2 89
7
Bombay Dyeing
2 1403
41.3 71 2656
Bombay Rayon Fashion 10 1403 134.6 201 2907
Century Enka
10 1403
21.9 321 1467
Cheviot Co Ltd
10 1403
4.5 737 280
DCM Ltd.
10 1403
17.4 123 469
Donear Industrie
2 1403
10.4 13 472
*Effingo Textile
1 1403
11.0
1
20
Filatex India
10 1403
32.0 49 1769
Forbes & Company Ltd 10 1403
12.9 107 286
Ganesha Ecosphere
10 1403
15.2 81 499
Garden Silk Mill
10 1403
40.1 64 3067
Garware-Wall Rop
10 1403
21.9 126 685
Ginni Filaments
10 1403
70.7 18 868
Gloster L
10 1403
5.2 753 336
Gokaldas Exports
5 1403
17.3 35 1112
Himatsingka Seid
5 1403
49.2 61 984
Indian Terrain Fashi
10 1403
5.8* 63 232
Indo Count Inds.
10 1403
36.6 73 1410
Indo Rama Synth.
10 1403 151.8 39 2629
JBF Industries
10 1403
65.5 150 4785
*JCT Ltd.
3 1403 139.2
1 472
Jindal Worldwide
10 1403
20.1 69 782
K D Trend Wear
10 U1403
12.6 10
2
Kitex Garments
1 1403
4.8 37 442
KPR Mill Ltd.
10 1403
37.7 202 1960
KSL and Industries L
4 1403
40.3
0 923
Lovable Lingerie Ltd
10 1403
16.8 113 160
Loyal Textiles M
10 1403
4.8 263 1604
Mafatlal Ind
10 1403
13.9 250 918
Maharaja Shree U
10 1403
25.9 79 477
Mandhana Industries
10 1403
33.1 158 1518
Maral Overseas
10 1403
41.5 13 653
Maxwell Industries L
2 1403
12.6 14 257
Modern India
2 1403
7.5 13 153
Morarjee Textiles Li
7 1403
25.4 27 392
Nahar Indust.Ent
10 1403
39.8 161 1850
Nahar Spg Mills
5 1403
18.0 212 2204
Nandan Denim
10 1403
45.5 48 894
Nirlon
10 1403
90.1 194 201
Nitin Spinners
10 1403
45.8 29 488
Orbit Exports Li
10 1403
14.3 49 137
Page Industries Ltd.
10 1403
11.2 259 1188
*PDS Multi. Fashions
10 1403
26.0 40
5
Pearl Global Industr
10 1403
21.7 130 663
Rajapalayam Mill
10 1403
7.4 253 434
Rajlaxmi Industries
10 1403
31.0
9
15
Raymond Ltd
10 1403
61.4 179 2186
*Risa International L
2 1403 31.9*
2 148

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Sales
(` Cr)

Databank

Personal Copy of Sundar Narayanaswamy

17
935 13.9
1479 15.2
5536
2473
2472 10.3
1587
265
584 6.7
4
514
-

15
45.50
59/32 459
82.20CB
83/3 102
1675.25 1738/1030 25285 44.5
11.89
16/6 14481 4.4
442.60
579/224 327 4.9
12.85XB
14/6 115
297.05
341/100 9796 19.4
151.00
160/84 337
82.85
83/9 833
131.50
160/101 568 7.6
82.15
92/42 728 4.6
130.00
198/37 290
324.00
681/293 103
65.40
88/48 2389
145.45
225/138 6378
156.75
203/115 512 6.1
333.80
407/263 155 6.7
76.80
113/66 334 5.1
19.75
26/8 389 13.6
88.50
110/53 973
34.50
39/11 492
794.90
909/471 1153
149.60
189/31 409 8.2
36.50
57/34 1368
154.05
188/49 385 11.2
13.10
19/7 401 3.2
215.50
260/139 163 8.9
64.30
98/42 497
90.30
106/39 1249 13.2
352.15
414/90 252 19.7
181.90
197/28 1019 5.7
23.25
30/13 729
141.00
167/65 2085 9.2
3.75
4/2 427
115.65
165/69 517 8.9
220.00
221/75 277
470.40
526/58 2250 33.8
306.35
347/104 1691 8.5
22.90
53/16 1351
364.45
451/270 619 33.2
256.00
370/154 634 7.1
170.20
189/94 241 16.1
103.00
134/61 466 22.6
248.40
267/215 1646 12.5
22.50
30/16 274 3.8
26.30
32/13 246
55.95
70/39 219
47.45
61/22 342 6.4
60.20
84/50 1173 5.9
93.70
176/87 1399 3.2
43.35
52/26 560 4.8
154.10
162/38 1985 38.4
24.65
30/10 257 3.2
278.25
322/77 437 17.7
8662.85 9932/4241 9801 58.6
223.85
248/224 586
223.75
240/116 553 28.7
335.05
399/216 531 8.2
298.60
324/20 926
511.95
514/255 4330 31.6
257.00
295/102 4099
-

Personal Copy of Sundar Narayanaswamy

1403
1403
1403
U1403
1403
1312
1403
1309
1403
1403

4.7
-2
4056.8
46
51.0 1226
0.5 746
13.8
44
20.0
9
26.8
35
42.2
19
0.5
88
141.0
32
0.0
0.0
8.5 -75
135.1
10
328.9
14
1505.5
12
252.3 -48
514.9
24
0.3
38
0.1
32
5185.7 -41
2.5 110
0.2 -99
0.3 -99
0.6 8685
0.0 -78
19
3497.9 -56
0.0 977
38.3
3
0.3
47
0.2 550
1.9 -43
115.5
21
1486.0
36
5.0
-

260
7584
195.0 358 4985
50.2 12 572
14.6 63 2027

1053
984.8
6.3
62.0

50.5 12.30
1.3
8.5 1.30

0.0
1.2
0.6

14.1 1406 1269.7 261.9 1406Q 1269.7


10.2 1406 142.3
2.0 1406Q 142.3
13.6 1406 520.2 16.0 1406Q 520.2

356
50.9
19.3
36.0
122.0
38.7
23.1
41.1
4.2
13.2
7.7

2281
442.6
8.7 0.75
488.4 50.5 2.00
253.8 70.6 10.00
-3.6 -0.3
4.0
0.3
94.1 40.8 9.00
134.7 32.8 5.00
802.2 1891.5 30.00
17.6
2.7 1.00
47.4 62.0 16.00

0.3
1.2
1.0
0.3
2.8
0.0
2.6
0.4
0.5
1.3

16.2
25.9
26.2
-0.3
1.4
22.2
16.1
22.0
21.7
23.3

40204
54 8712
195 3577
269 5355
87
0
35 1199
184 1569
204 5951
8595 12131
12
40
266 1671

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

2306.5 139.1 1406Q 2306.5


961.0 115.4 1406Q 961.0
1555.5 46.8 1406Q 1555.5
0.0
-0.8 1406Q
0.0
24.9 -10.9 1406Q 24.9
433.0 28.9 1406H 820.1
1566.7 39.0 1406Q 1566.7
3337.0 230.2 1406N 9836.5
10.0
4.7 1406Q 10.0
451.0 17.3 1406Q 451.0

0.0
1.0
-3.3
0.0
0.5
0.2
4.9
0.4
0.0
5.8
0.0
0.1
5.0
7.2
4.5
153.4
6.7
10.3
0.0
0.0
40.8
0.6
0.1
0.2
0.2
-0.2
44.4
-0.0
0.3
0.0
0.4
9.6
802.1
75.7
6.1

6
-9
9

261.9
2.0
16.0

7
18
22
-99
-93
8
6
9
0
18

139.1
115.4
46.8
-0.8
-10.9
57.0
39.0
581.0
4.7
17.3

108/28
238/125
347/149
263/185
7/3
89/29
398/162
7/2
130/70
850/216
775/160
481/174
14/4
155/36
445/159
55/20
34/11
33/14
26/12
66/29
529/324
565/45
458/221
29/14
321/62
31/7
62/40

192
1486
585
1965
2105
817
313
3159
847
953
4919
161
467
462
1086
389
3155
317
188
468
5334
909
91
76
4785
283
457

4.5
3.5
28.1
7.0
12.1
10.6
14.2
7.0
14.9
4.1
14.2
8.7
5.6
4.3
13.3
8.2
29.8
4.3
4.8

65
101
-684
-45
439
-50
39
-51
114
56
124
-57
1880
12
19
7
-79
20
-94
22
712
-16
-49
474
637
98
141
98
-22
73
2213
1611
166
286
-

0.68
74.99
74.08
1.03
0.06
29.39
51.14
75.00
6.67
51.02
0.85
7.86
46.00
30.71
47.63
58.64
52.43
67.45
15.18
6.39
89.92
25.54
13.99
15.60
17.21
67.99
74.99
90.00
0.00
24.71
6.31
7.87
66.77
52.34
52.59
37.98

0.00
21.57
0.00
0.00
0.00
0.00
13.83
0.00
0.00
6.63
0.00
0.00
31.38
5.70
0.51
4.31
7.01
14.55
0.00
0.00
6.29
0.00
0.00
0.00
0.00
0.00
0.00
2.18
0.00
0.45
0.00
0.00
9.47
6.27
18.25
15.57

12.9
48.8
10.5
1.4
0.5
2.4
6.6
2.5
0.6
17.2
0.6
0.6
25.5
6.7
39.7
20.3
19.6
13.7
0.7
0.5
94.5
0.7
1.5
1.5
4.7
4.0
10.2
28.8
0.5
0.8
0.6
0.1
14.3
55.1
0.7
56.7

90
52186
164
892
908
4995
195
126
118
434
253
338
127
565
159
2332
97
298
217
562
6735
354
1091
1231
302
516
199
1219
92
2167
150
277
187
173
988
267

0.57
474.50
23.85
612.00
250.50
520.55
206.55
488.65
236.70
122.30
504.00
258.60
22.95
679.00
45.20
99.05
14.65
112.80
55.45
279.55
67.35
117.85
50.30
62.30
3.07
22.65
185.00
203.15
18.45
474.60
494.75
188.00
26.95
25.95
292.00
202.85

1/0
585/190
30/10
709/295
301/54
588/67
209/49
543/181
267/234
136/24
505/118
294/251
42/13
744/375
61/33
107/28
28/12
144/73
58/36
280/47
107/46
177/46
53/19
63/17
10/3
51/20
194/69
248/142
110/17
569/340
518/475
190/8
34/16
52/22
371/200
289/81

89
57939
445
892
908
5002
200
187
118
435
252
338
127
518
955
3583
950
1087
217
562
6675
358
1091
1228
302
516
189
2449
93
2172
151
278
197
2363
1901
242

45
12.6
34.0
27.7
22.5
18.6
22.1
8.5
7.4
111.6
28.5
6.2
-

0 32.59
0 0.00
0 2.94

19.8
0.5
20.3

25668
407
1419

1316.50
81.00
194.55

6 61.79
6 74.82
14 69.36

49
13
-20
-33
-409
23
13
-6
14
147

0
16
0
0
0
4
0
0
0
0
0
0
0
0
0
0
0
14
0
0
0
0
0
0
0
6
0
0
0
0
0
0
0
10
40
0

44.05 8 40.56 119.7


58.29 0 29.26 12.4
57.10 0 22.19 56.1
37.96 89 6.64 39.8
31.61 93 0.35
4.2
73.99 0 10.65 24.8
47.34 0 12.80 29.5
27.29 1 17.64 27.4
74.92 0 0.90
6.4
46.34 0 0.09 17.8

52-Week
High/Low

95.20XB
181.80
273.55
225.00
4.44
81.80
365.00
4.11
79.95
728.65
673.20
323.85
13.99
112.35
351.70
50.00
31.65
29.70
20.65
48.30
412.60
536.10
388.90
22.50
281.70
27.40
46.70

(22/10/14)

119
421
229
1789
132
322
254
136
329
683
3866
99
113
187
576
107
1609
318
192
96
2626
900
171
91
2829
108
93

CMP (`)

0.8
12.9
5.5
1.6
78.0
8.4
2.4
66.7
5.6
8.9
52.1
5.3
1.4
6.5
5.1
23.4
59.6
1.9
12.7
7.4
24.0
0.7
3.3
1.9
40.6
6.5
1.2

Pledged (%)

69.82 12 0.00
51.43 0 7.48
74.92 0 0.00
74.92 0 0.38
7.76 91 1.18
42.79 0 5.24
66.59 0 0.07
15.77 100 0.03
70.67 15 5.12
67.06 0 6.76
52.37 0 25.01
22.09 0 0.01
58.23 29 0.00
64.22 2 0.64
63.82 21 0.02
55.64 0 0.00
66.53 0 1.93
15.79 0 0.00
70.48 0 0.00
55.03 100 2.78
61.85 0 21.03
53.07 0 1.64
74.04 0 1.18
74.99 0 0.00
73.35 0 6.12
65.47 0 21.56
33.81 0 2.56

Prom. Stake (%)

-62
-18
377
13
-237
88
-19
-127
-15
8
127
-109
-236
18
27
-65
-27
18
-51
-572
-26
6
-6
154
100
23

NP Growth (%)

NP (` Cr)

-38
0.2
1
23.6
29
26.3
6
15.0
-36 -208.9
2
11.3
24
5.3
-43 -10.9
-49
-3.1
20
11.6
14
99.5
11
-0.2
-52
-5.3
11
5.9
11
35.7
7
0.8
5
32.3
-20
0.0
5
8.9
8
-4.4
19 106.3
6
12
9.9
-2
4.0
43 107.4
3
10.1
77
5.4

Trailing P/E Ratio

4.7
0.0 1406Q
4056.8
1.0 1406Q
51.0
-3.3 1406Q
0.5
0.0 1406Q
13.8
0.5 1406Q
20.0
0.2 1406Q
26.8
4.9 1406Q
42.2
0.4 1406Q
0.3
0.0 1409H
141.0
5.8 1406Q
0.0
0.0 1406Q
0.0
0.1 1406Q
4.2
2.4 1409H
135.1
7.2 1406Q
328.9
4.5 1406Q
700.1 81.1 1409H
252.3
6.7 1406Q
514.9 10.3 1406Q
0.3
0.0 1406Q
0.1
0.0 1406Q
5185.7 40.8 1406Q
2.5
0.6 1406Q
0.2
0.1 1406Q
0.3
0.2 1406Q
0.6
0.2 1406Q
0.0
-0.2 1406Q
65.4
2.4
3497.9 44.4 1406Q
0.0
-0.0 1406Q
38.3
0.3 1406Q
0.3
0.0 1406Q
0.2
0.4 1406Q
0.0
9.6 1409H
115.5 802.1 1406Q
1486.0 75.7 1406Q
5.0
6.1 1406Q

Sales Growth (%)

Sales
(` Cr)

47.8
0.2 1406Q 47.8
675.9 23.6 1406Q 675.9
51.4 26.3 1406Q 51.4
202.0 15.0 1406Q 202.0
544.2 -208.9 1406Q 544.2
375.0 11.3 1406Q 375.0
70.0
5.3 1406Q 70.0
587.0 -10.9 1406Q 587.0
20.0
-2.3 1406H 43.4
302.1 11.6 1406Q 302.1
942.1 99.5 1406Q 942.1
54.0
-0.2 1406Q 54.0
107.2
-5.3 1406Q 107.2
181.7
5.9 1406Q 181.7
492.1 35.7 1406Q 492.1
152.7
0.8 1406Q 152.7
913.3 32.3 1406Q 913.3
0.9
0.0 1406Q
0.9
132.7
8.9 1406Q 132.7
226.2
-4.4 1406Q 226.2
1445.1 106.3 1406Q 1445.1
18.6
1.0
17.0
3.3 1406N 50.0
40.0
4.0 1406Q 40.0
952.1 107.4 1406Q 952.1
205.8 10.1 1406Q 205.8
176.1
5.4 1406Q 176.1

Entprise Value

- 0.0
0.1 1406
1.40 0.6
-1.8 1406
- 1.2
0.1 1406
- 0.0
0.3 1406
- 0.0
3.1 1406
0.05 0.3
2.8 1406
2.50 0.1
16.9 1406
3.50 1.7
10.2 1406
- 0.0
0.4 1409
0.60 0.0
13.5 1406
- 0.0
0.1 1406
- 0.0
1.1 1406
- 0.0
0.1 1409
9.00 0.1
15.0 1406
- 1.7
1.3 1406
1.20 1.3
26.0 1409
- 1.2
-0.5 1406
2.25 2.9
13.9 1406
- 0.0
0.9 1406
- 0.0
-7.0 1406
0.15 0.3
1.4 1406
- 0.2
17.6 1406
- 0.0
0.3 1406
- 0.0
0.6 1406
- 0.0
0.2 1406
- 0.0
0.2 1406
- 0.0
20.5 1406
- 13.2 -503.6 1406
- 0.0
-0.1 1406
- 0.1
0.9 1406
- 0.5
0.7 1406
- 0.0
4.6 1406
- 0.0
-0.6 1409
- 18.1 -1572.8 1406
2.10 1.9
15.8 1406
- 0.0
0.1 1406

Year / Months

1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406
1406

NP
(` Cr)

4.3
25.1
16.1
22.7
-70.6
12.2
18.1
-21.6
-4.4
17.2
10.0
18.6
0.6
3.8
28.4
8.7
18.1
1.3
14.5
4.0
22.9
4.1
10.0
10.0
2.8
17.4
14.7

Sales
(` Cr)

Latest Qtr. Year

2.3
2.7
1.3
0.7
1.8
1.5
0.7
2.6
1.8
0.7
0.5
0.7
1.8
0.9
1.1
2.7
1.8
0.0
0.0
3.2
1.0
0.4
0.0
0.0
2.0
1.6
3.1

Market Cap
(` Cr)

70949 -2186
2
16
0.2
0.0
91 11789 -178.7 -1.6
34 311
0.3
0.0
10
0
0.0
0.0
6
40
0.7
0.2
4
80
1.0
0.1
88
91 14.1 14.9
156 185
4.1 15.9
10
1
0.0
0.0
28 488 13.6
3.8
10
1
0.0
0.0
10
0
0.2
0.1
39
36
0.3
0.1
237 512 29.5 35.5
138 1263
6.5
1.8
43 2791 265.3 11.3
109 1853
-3.4 -0.3
105 1799 38.5 14.6
1
1
0.0
0.0
10
0
-1.3 -0.7
13 25270 18.6
0.2
6
12
3.3
1.1
2
24
0.1
0.0
2
23
0.2
0.0
1
1
0.2
0.0
17
0
0.8
0.0
44 244
9.6
9.0
16 15449 -492.2 -82.0
12 1791
-0.1 -0.0
17 113
0.7
0.2
10
1
0.0
0.1
9
0
0.6
0.4
38
9
-1.6 -0.2
19 492 -2023.3 -302.8
194 6217 103.8 30.7
1229
44
2.1
1.6

RONW (%)

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

283
1.4
1.2 0.15
2870 98.8 42.7 12.50
188 44.9 53.7 2.00
894 62.1
7.8 2.50
2967 -464.9 -15.6
1433 40.5 10.3 1.50
246 22.3 32.0 7.50
2956 -255.4 -7.7
174 -12.7 -3.1
1303 63.6 67.8 8.00
3417 216.5 37.7 10.00
218 16.9 55.0 2.50
830
1.2
0.1
702
11.7
7.0 1.20
1881 131.4 80.2 8.00
744
9.0
4.2 1.00
3869 197.0
3.9 0.30
5
0.1
0.0
468 43.7
4.7
923
4.8
2.4
5171 651.9 102.4 11.00
71
1.0
0.6
59 12.9 29.3 3.00
169
11.3
2.8 0.70
3531 29.8
3.0 3.00
896 19.7
5.0
499 18.3
9.2
-

MARKET RELATED DATA

No. of Shareholder
(in 000)

1403
1403
1403

1171
157.1
110.0
13.7
14.6
3.6
19.2
9.4
2.6
5.0
7.1
5.0
13.1
11.0
8.3
35.2
23.5
13.3
26.4
3.9*
20.1
100.0
3.0
21.7*
19.8*
98.4
114.0
10.7
60.0
50.0
45.7
3.0
14.8
13.9
66.8
33.8
13.1

27
170
334
34
22
84
177
36
71
394
377
296
26
184
282
48
21
1
32
60
447
15
292
28
106
29
63

SHAREHOLDINGS

YEAR TO DATE

Inst. Stake (%)

1403
1403
1403
1403
1403
1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
1403
U1403
1403
1403
1403
1403
1403
1403
U1406
1403
U1403
U1403
1403
1403
1403
1403
1403
1403

Bk Val (`)

CEqt. (` Cr)

1403
12.5
1403
23.1
1403
4.2
1403
8.0
U1403 297.4
1403
39.4
1403
7.0
1403 331.3
1312
41.1
1403
9.4
1403
57.4
1403
3.1
1403 40.4*
1403 16.7*
1403
16.4
1403
21.5
1403 508.5
1403
10.7
1403
93.0
1403
19.8
1403
63.7
U1406
1.7
1309
4.4
1403
4.0
1403 100.4*
1403
39.2
1403
19.8

LATEST QTR.

DERatio

RSR Mohota Spg.


10
RSWM Ltd.
10
Ruby Mills
5
Rupa & Company L
1
S Kumars Nationwide
10
Sangam India Ltd
10
Sarla Performance Fi
10
SEL Manufacturing Co 10
Shree Ram Urban Infr 10
Siyaram Silk
10
SRF Ltd.
10
Super Sales India
10
Supreme Tex Mart L
5
Suryalakshmi Cot
10
Sutlej Textiles & In
10
T T Ltd.
10
Trident Ltd.
10
Vandana Knitwear
1
*Vardhman Acrylics Lt 10
Vardhman Polytex
10
Vardhman Textiles Lt
10
Visagar Polytex Ltd.
1
Voith Paper Fabrics
10
VTM Ltd.
1
Welspun India
10
Welspun Syntex
10
Winsome Textile
10
89 TRADING
IND. COMPOSITE
*Aadhaar Ventures Ind
1
Adani Enterprises Lt
1
Apex Buildsys
2
Appu Marketing
10
Arihant Multi Commer
1
CCL International Lt
2
Control Print Ltd.
10
Cravatex
10
Creative Merchants
10
D-Link (India)
2
Dwitiya Trading
10
Grandma Trading
10
*Hexa Tradex Ltd.
2
India Motor Part
10
Kohinoor Foods Ltd.
10
*KRBL Ltd.
1
Lakshmi Energy & Foo
2
LT Foods Ltd.
10
*Mahadushi Intl.
1
Malabar Trading Comp 10
*MMTC Ltd.
1
*Nyssa Corporation
1
*Pearl Agriculture
1
*Pearl Electronics
1
Shalimar Productions
1
Shree Global Tra
5
Singer India
10
State Trading
10
Sun and Shine World
10
Sunrise Asian
10
Surya Marketing
10
Svaraj Trd & Age
10
*Uniphos Enterprises
2
UnitedBreweries(Hol)
10
Ushdev Internati
10
Welspun Enterprises
10
90 TRANSPORT
IND. COMPOSITE
Container Corpor
10
North Eastern Carry
10
TCI Ltd.
2
91 TYRES AND TUBES
IND. COMPOSITE
Apollo Tyres
1
Balkrishna Ind.
2
Ceat Ltd.
10
Dunlop India
10
*Falcon Tyres Ltd
5
Goodyear India
10
JK Tyre & Industries
10
MRF Ltd
10
PTL Enterprises
2
TVS Srichakra Lt
10

Year / Months

Company Name

Face Value

AUDITED ANNUAL

26
1438/698 23104 25.7
99/60 476 63.7
257/49 1660 22.2

11211
220.25
227/67 11885
7259
751.00
833/251 9593
3193
888.00
896/150 4087
285
23.40
32/5 563
182
23.45
29/12 958
1491
646.25
720/320 1174
2036
495.80
535/108 4066
13048 30765.90 32899/15305 14146
298
45.00
54/18 338
857 1119.70 1143/226 1114

NOV 3 - 16, 2014 DSIJ.in

45

17
23.0
14.5
13.2
14.2
14.6
17.1
16.4
14.9

Personal Copy of Sundar Narayanaswamy

Databank
Ticker
533022
532628
523395
512161
533292
531611
524348
524208
514274
531731
523204
500002
500488
505665
520155
532682
531161
500410
532774
532268
524091
532762
512599
532921
533096
519183
538365
532727
530117
500057
532974
500303
530431
517041
523269
532840
500003
500463
500215
524448
532811
513335
532683
532331
513349
530499
532351
524598
500710
524075
506235
533573
531147
506767
532480
532749
521070
526397
538423
532309
522275
500008
531978
500425
507525
590006
520077
532282
515055
532418
532141
590062
526173
532910
518091
507828
500013
506260
532259
523694
531615
533758
508869
500877
538653
532475
532212
532914
532935
506113
506194
531467
537069
513729
516064
506074
522134
500101
531823
515030

Company
20 Microns Ltd.
3i Infotech
3M India Ltd.
8K Miles Software
A2Z Infra Engineer
Aadhaar Ventures Ind
Aarti Drugs Ltd
Aarti Ind. Ltd
Aarvee Denims an
Aarya Global Shares
Aban Offshore
ABB India
Abbott India Ltd.
ABC Bearings Ltd.
ABG Infralogistics
ABG Shipyard
ABM Knowledgeware
ACC
Accel Frontline
Accelya Kale Solut
Acrysil Ltd.
Action Construction
Adani Enterprises Lt
Adani Ports & Speci
Adani Power Ltd.
ADF Foods Ltd.
Adhunik Industries
Adhunik Metaliks
Adi Finechem
Aditya Birla Chemica
Aditya Birla Money L
Aditya Birla Nuvo
Ador Fontech Ltd
Ador Welding Ltd.
Advani Hotels
Advanta
Aegis Logistics Ltd.
AGC Networks
Agro Tech Foods Ltd.
Ahlcon Parenter.
Ahluwalia Contra
Ahmednagar Forgi
AIA Engineering
Ajanta Pharma Lt
Ajmera Realty & Infr
AK Capital Services
Aksh Optifibre
AksharChem (India)
Akzo Nobel India Ltd
Albert David Ltd
Alembic Ltd.
Alembic Pharmaceutic
Alicon Castalloy
Alkyl Amines Che
Allahabad Bank
Allcargo Logistics
Alok Industries Ltd.
Alpha Geo (India
Alps Motor Finance
Alstom India
Alstom T&D India
Amara Raja Batt.
Ambika Cotton Mi
Ambuja Cements Ltd.
Amrit Corp. Ltd.
Amrutanjan Health Ca
Amtek Auto Ltd.
Amtek India Ltd.
Anant Raj Ltd.
Andhra Bank
Andhra Cement
Andhra Sugars Lt
Andrew Yule & Co
Anil Ltd.
Anjani Portland
Ansal Housing
Ansal Properties & I
Anuh Pharma Ltd
Apar Industries
Apcotex Industries L
Apex Buildsys
APL Apollo Tubes
Apollo Hospitals
Apollo Tyres
Appu Marketing
Aptech Ltd.
Archies Ltd.
Arcotech Ltd.
Aries Agro Ltd.
Arihant Multi Commer
Arihant Superstructu
Arnav Corporation
Arnold Holdings
Aro Granite Indu
Arrow Coated Pro
Arshiya
Artson Engg.
Arvind Ltd.
Arvind Remedies
Asahi India Glass

46

Ind.
Code

NSE
Code

62 20MICRONS
24 3IINFOTECH
31
3MINDIA
24
8KMILES
38
A2ZMES
89
73 AARTIDRUGS
20
AARTIIND
88 AARVEEDEN
88
67
ABAN
34
ABB
73 ABBOTINDIA
11
57
84
ABGSHIP
24
17
ACC
24
AFL
24
ACCELYA
19
39
ACE
89
ADANIENT
63 ADANIPORTS
77 ADANIPOWER
41 ADFFOODS
54
54
ADHUNIK
20
21
ABCIL
47 BIRLAMONEY
88 ABIRLANUVO
38
38 ADORWELD
52 ADVANIHOTR
50
ADVANTA
57 AEGISCHEM
24
AGCNET
33
ATFL
73
25 AHLUCONT
16 AHMEDFORGE
16
AIAENG
73 AJANTPHARM
25
AJMERA
47
14 AKSHOPTFBR
32
69
AKZOINDIA
73
73 ALEMBICLTD
73
APLLTD
16
ALICON
20 ALKYLAMINE
45
ALBK
57 ALLCARGO
88
ALOKTEXT
67 ALPHAGEO
47
78
AIL
78 ALSTOMT&D
6 AMARAJABAT
88
AMBIKCO
17 AMBUJACEM
33
73 AMRUTANJAN
6 AMTEKAUTO
6 AMTEKINDIA
25
ANANTRAJ
45 ANDHRABANK
17 ANDHRACEMT
31 ANDHRSUGAR
31
63
17
25 ANSALHSG
25
ANSALAPI
73
36
APARINDS
82 APCOTEXIND
89
54 APLAPOLLO
51 APOLLOHOSP
91 APOLLOTYRE
89
24
APTECHT
59
ARCHIES
61 ARCOTECH
71
ARIES
89
25
88
47
49 AROGRANITE
76
57
ARSHIYA
38
88
ARVIND
73 ARVINDREM
48 ASAHIINDIA

Ticker
532853
535467
527001
523716
500477
533271
532888
533227
500023
533221
530355
500820
526433
500024
533138
532493
532830
506820
530479
532759
514394
531795
500027
532668
524804
505036
532797
505010
512573
519105
532215
532395
532719
532977
533229
500031
500034
532978
500032
500490
524824
530999
532382
513142
502355
500102
523319
532485
500038
509053
500039
532134
532149
532525
532674
500041
503722
500042
500043
506285
500048
509438
533095
509480
533303
532430
532930
512296
500052
503960
500049
500493
500103
524663
500547
523229
532609
532454
534816
526666
500055
526853
505681
500059
514215
535620
532523
500335
500060
506197
526612
500067
532346
524370
501425
500020
509470
532678
502219
500530

DSIJ.in NOV 3 - 16, 2014

Company

Company Index
Ind.
Code

Asahi Songwon Colors


Ashapura Intimates F
Ashapura Min. Lt
Ashiana Housing Ltd.
Ashok Leyland
Ashoka Buildcon Ltd.
Asian Granito India
Asian Hotels (East)
Asian Hotels (North)
Asian Hotels (West)
Asian Oilfield S
Asian Paints Ltd.
ASM Technologies Ltd
Assam Company
Astec Lifesciences L
Astra Microwave
Astral Poly Technik
AstraZeneca Pharma I
Atlanta Infra&Fin
Atlanta Ltd.
Atlas Jewellery
Atul Auto Ltd
Atul Ltd.
Aurionpro Solutions
Aurobindo Pharma
AutoCorpn of Goa
Autoline Industries
Automotive Axles
Avanti Feeds Lim
AVT Natural Prod
Axis Bank Ltd.
AXISCADES Engineer
B L Kashyap & Sons
Bajaj Auto Ltd.
Bajaj Corp Ltd.
Bajaj Electrical
Bajaj Finance L
Bajaj Finserv Ltd.
Bajaj Hindustan
Bajaj Holdings & Inv
Bal Pharma Ltd
Balaji Amines Li
Balaji Telefilms Ltd
Balasore Alloys
Balkrishna Ind.
Ballarpur Ind.
Balmer Lawrie &
Balmer Lawrie Invest
Balrampur Chini
Banas Finance Lt
Banco Products
Bank of Baroda
Bank of India
Bank of Maharash
Bannari Amman Spinni
Bannari Amman Su
Banswara Syntex
BASF India Lt
Bata India
BayerCropscience
BEML Ltd.
Benares Hotels
Bengal & Assam Compa
Berger Paints I
BF Investment Ltd.
BF Utilities Ltd.
BGR Energy Systems
Bhagyanagar India Lt
Bhansali Engg.Po
Bharat Bijlee
Bharat Electroni
Bharat Forge
Bharat Heavy Ele
Bharat Immunolog
Bharat Petroleum
Bharat Seats
Bharati Shipyard
Bharti Airtel
Bharti Infratel Ltd.
Bhartiya Interna
Bhushan Steel Ltd.
Bilcare Ltd.
Bimetal Bear.
Binani Industrie
Binny Ltd.
Binny Mills Ltd.
Biocon
Birla Corporation Lt
Birla Ericsson
Bliss GVS Pharma
Blue Dart Expres
Blue Star
Blue Star Infotech
Bodal Chemicals
Bombay Burmah
Bombay Dyeing
Bombay Oxygen
Bombay Rayon Fashion
Borosil Glass
Bosch Ltd.

NSE
Code

32 ASAHISONG
88
62 ASHAPURMIN
25
ASHIANA
9
ASHOKLEY
25
ASHOKA
19 ASIANTILES
52
AHLEAST
52 ASIANHOTNR
52
AHLWEST
67
69 ASIANPAINT
24
75
ASSAMCO
71
ASTEC
87 ASTRAMICRO
76
ASTRAL
73
ASTRAZEN
47
53
ATLANTA
88
5
ATULAUTO
32
ATUL
24 AURIONPRO
73 AUROPHARMA
6
6
AUTOIND
6 AUTOAXLES
4
AVANTI
33
AVTNPL
44
AXISBANK
24 AXISCADES
25 BLKASHYAP
5 BAJAJ-AUTO
41 BAJAJCORP
26 BAJAJELEC
47 BAJFINANCE
47 BAJAJFINSV
86 BAJAJHIND
47 BAJAJHLDNG
73 BALPHARMA
20 BALAMINES
40 BALAJITELE
54
91 BALKRISIND
70 BALLARPUR
31 BALMLAWRIE
47
86 BALRAMCHIN
47
6 BANCOINDIA
45 BANKBARODA
45
BANKINDIA
45 MAHABANK
88
BASML
86 BANARISUG
88 BANSWRAS
20
BASF
56
BATAINDIA
71 BAYERCROP
39
BEML
52
47
69 BERGEPAINT
47
BFINVEST
77
BFUTILITIE
38 BGRENERGY
14 BHAGYNAGAR
72
BEPL
36
BBL
34
BEL
16 BHARATFORG
39
BHEL
73
80
BPCL
6
84 BHARTISHIP
64 BHARTIARTL
53
INFRATEL
56
BIL
54 BHUSANSTL
68
11
BIMETAL
63
BINANIIND
88
88
73
BIOCON
17 BIRLACORPN
14
BIRLAERIC
27
BLISSGVS
28
BLUEDART
26 BLUESTARCO
24 BLUESTINFO
32 BODALCHEM
75
BBTC
88 BOMDYEING
63
88
BRFL
48
6
BOSCHLTD

Ticker
500074
535693
532929
500825
533276
532931
517421
532813
532321
532792
526652
532834
500078
590076
511196
532483
532938
538476
524742
531595
509486
513375
533260
500870
531900
519600
500878
532885
509499
517544
500280
532548
500040
532443
500084
511710
500085
535142
531977
526917
530871
506894
500110
526817
511243
534758
505230
500087
532210
506390
533288
511672
538433
517326
500147
533278
513353
500830
535267
533272
532456
532339
532902
500226
531344
522295
512199
533167
506395
532179
508814
526550
533144
509472
538504
534804
512379
500092
500093
500480
532173
532175
530393
533160
533146
500096
526821
501148
533309
500097
532528
533151
532772
502820
523367
523369
500117
590031
502137
512068

Company

BPL Ltd.
Brahmaputra Infra
Brigade Enterprises
Britannia Ind.
BS
Burnpur Cement Ltd.
Butterfly Gandhima
C & C Constructions
Cadila Healthcar
Cairn India Ltd.
Cals Refineries Ltd.
Camlin Fine Sciences
Camphor & Allied
CamsonBioTechnology
Can Fin Homes
Canara Bank
Capital First
Capital Trade Links
Caplin Point Lab
Capri Global Capital
Caprihans India
Carborundum Uni.
Career Point
Castrol India
CCL International Lt
CCL Products India
Ceat Ltd.
Central Bank
Centron Indl. Al
Centum Electronics L
Century Enka
Century Plyboard
Century Textiles
Cera Sanitaryware Lt
CESC Ltd.
CFSL L
Chambal Fertilis
Channel Nine Enterta
Chartered Logistics
CHD Developers Ltd.
Chembond Chemica
Chemfab Alkalis
Chennai Petro.
Cheviot Co Ltd
Cholamandalam Invest
Cigniti Technologies
Cimmco
Cipla
City Union Bank
Clariant Chemicals (
Claris Lifesciences
Clarus Infrastructur
Classic Global Fin
CMC Ltd.
CMI FPE Ltd.
Coal India Ltd.
Cochin Minerals
Colgate Palm.
Comfort Fincap
Commercial Engineers
Compuage Infocom Ltd
Compucom Softwr
Consolidated Constru
Consolidated Finvest
Container Corpor
Control Print Ltd.
CORE Education & Tec
Coromandel Engg.
Coromandel Internati
Corporation Bank
Cosmo Films
Country Club
Cox & Kings L
Cravatex
Creative Merchants
Credit Analysis & Re
Cressanda Solutions
Crisil
Crompton Greaves
Cummins India Lt
Cybertech System
Cyient Ltd.
D B (International)
D B Realty Ltd.
D-Link (India)
Dabur India
Dai Ichi Karkari
Dalal Street Inv
Dalmia Bharat
Dalmia Bharat Sugar
Datamatics Global Se
DB Corp Ltd.
DCB Bank
DCM Ltd.
DCM Shriram
DCM Shriram In
DCW Ltd.
De Nora India Ltd.
Deccan Cements
Deccan Gold Mines

Ind.
Code

NSE
Code

26
BPL
53
25
BRIGADE
41
BRITANNIA
87
BSLIMITED
17
BURNPUR
26 BUTTERFLY
25
CANDC
73
CADILAHC
67
CAIRN
80
20
20
50
46 CANFINHOME
45
CANBK
47
CAPF
47
73 CAPLIPOINT
47
CGCL
76
38 CARBORUNIV
63
CAREERP
58 CASTROLIND
89
75
CCL
91
CEATLTD
45 CENTRALBK
63
34
CENTUM
88
CENTENKA
55 CENTURYPLY
31 CENTURYTEX
19
CERA
77
CESC
47
43 CHAMBLFERT
40
57
25
20
21 CHEMFALKAL
80 CHENNPETRO
88
47
CHOLAFIN
24 CIGNITITEC
31
CIMMCO
73
CIPLA
44
CUB
32
CLNINDIA
73
25
47
23
CMC
39
62
COALINDIA
20
41
COLPAL
47
38
CEBBCO
23 COMPUAGE
24 COMPUSOFT
25
CCCL
47 CONSOFINVT
90
CONCOR
89
24 COREEDUTEC
38 COROENGG
43 COROMANDEL
45 CORPBANK
76 COSMOFILMS
52
63 COX&KINGS
89
89
83 CARERATING
24
83
CRISIL
34 CROMPGREAV
38 CUMMINSIND
24 CYBERTECH
24
CYIENT
47 DBSTOCKBRO
25
DBREALTY
89 DLINKINDIA
41
DABUR
20
47
63 DALMIABHA
86 DALMIASUG
24 DATAMATICS
59
DBCORP
44
DCBBANK
88
DCM
31 DCMSHRIRAM
86
72
DCW
38
DENORA
17 DECCANCE
62
-

Ticker
532760
500645
506401
532848
535486
533137
532121
511072
519588
500119
532180
507717
523736
538450
522163
500089
506414
531153
526927
500068
532839
532526
532488
538432
532868
522261
512519
533176
500124
523618
523890
590063
509130
538608
505242
532751
532491
532927
534839
530643
538708
532922
532696
512207
505200
500125
523127
500840
523708
511064
500123
532322
505700
500128
533264
522074
504000
531162
533208
504008
532737
509525
532178
533477
532287
532700
523754
530323
533261
531502
500133
500495
532787
500134
500630
533704
500135
500136
531508
508906
532684
526735
532511
500650
512017
500086
505790
509527
531599
500139
500469
505744
500141
590024
533896
532768
526227
526881
533333

Company

Deep Industries
Deepak Fertilisers
Deepak Nitrite
Delta Corp Ltd.
Delta Leasing & Fina
Den Networks Ltd.
Dena Bank
Dewan Housing
DFM Foods Limi
Dhampur Sugar
Dhanlaxmi Bank
Dhanuka Agritech Ltd
Dhunseri Petrochem L
Dhyana Finstock
Diamond Power Infras
DIC India
DIL
Diligent Industries
Dion Global Solution
Disa India Ltd.
Dish TV India Ltd.
Dishman Pharmaceutic
Divis Lab
Divinus Fabrics
DLF Ltd.
Dolphin Offshore Ent
Donear Industrie
DQ Entertainment (In
Dr. Reddys Labs
Dredging Corpora
DS Kulkarni Develope
Duncans Industri
Dunlop India
Dwitiya Trading
Dynamatic Techno
Easun Reyrolle L
ECE Industries
eClerx Services
Eco Friendly Food Pr
Eco Recycling
Econo Trade (India)
Edelweiss Fin. Ser
Educomp Solutions
Effingo Textile
Eicher Motors
EID Parry
EIH Associated
EIH Ltd.
Eimco Elecon Ind
Eins Edutech
Elantas Beck India L
Elder Pharma
Elecon Engg.
Electrosteel Cas
Electrosteel Steels
Elgi Equipments
Elgi Rubber Co.
Elpro Internl.
Emami Ltd.
Emami Paper Mill
Emco Ltd.
Emkay Global Financi
Empire Inds.
Engineers India
Enkei Wheels (India)
Entegra Ltd.
Entertainment Networ
EPC Industrie Ltd.
Era Infra Engineerin
Eros International M
Esaar (India) Li
Esab India
Escorts Ltd.
Ess Dee Aluminium Lt
Essar Oil Ltd.
Essar Ports
Essar Shipping
Essel Propack Ltd.
Ester India
Eveready Industr
Everest Industries L
Everest Kanto Cylind
Excel Castronics
Excel Crop Care Ltd.
Excel Industries
Exdon Trading Co.
Exide Inds.
Fag Bearings Ind
Falcon Tyres Ltd
FDC Ltd.
Fedders Lloyd Co
Federal Bank
Federal-Mogul Goetze
Ferro Alloys
Fertilisers & Ch
Fervent Synergies L
FIEM Industries
Filatex India
Financial Technolog.
Fineotex Chemical Lt

Ind.
Code

NSE
Code

83
DEEPIND
43 DEEPAKFERT
20 DEEPAKNTR
40 DELTACORP
47
40
DEN
45 DENABANK
46
DHFL
41
86 DHAMPURSUG
44 DHANBANK
71
DHANUKA
72
DPTL
47
13 DIAPOWER
59
DICIND
73
47
24
39
40
DISHTV
73
DISHMAN
73
DIVISLAB
47
25
DLF
67 DOLPHINOFF
88
DONEAR
40
DQE
73
DRREDDY
63 DREDGECORP
25 DSKULKARNI
75 DUNCANSLTD
91
89
38 DYNAMATECH
34 EASUNREYRL
34
ECEIND
24
ECLERX
1
24
47
47 EDELWEISS
24
EDUCOMP
88
9 EICHERMOT
86
EIDPARRY
52 EIHAHOTELS
52
EIHOTEL
39 EIMCOELECO
63
20
73 ELDERPHARM
39
ELECON
16 ELECTCAST
54
ESL
22
ELGIEQUIP
82 ELGIRUBCO
34
41
EMAMILTD
70
36
EMCO
47
EMKAY
48
79 ENGINERSIN
6
77
ENTEGRA
40
ENIL
63
25
ERAINFRA
40 EROSMEDIA
47
38
ESABINDIA
10
ESCORTS
68
ESSDEE
80
ESSAROIL
84 ESSARPORTS
85 ESSARSHPNG
68 ESSELPACK
68
ESTER
26
EVEREADY
18 EVERESTIND
68
EKC
20
71 EXCELCROP
71 EXCELINDUS
47
6
EXIDEIND
11 FAGBEARING
91
73
FDC
26 FEDDERLOYD
44 FEDERALBNK
6 FMGOETZE
42
43
FACT
73
6
FIEMIND
88
FILATEX
24 FINANTECH
20
-

Ticker
500144
500940
511369
532809
523672
533638
532518
522017
503831
502865
500033
532843
530023
500150
506803
533400
536507
523574
507488
505714
532155
533265
532726
509550
532959
513108
526367
514167
500155
512493
500655
509557
532622
532345
532767
535431
511652
506109
530343
532285
532312
500171
511676
532716
507815
590025
532715
504704
500660
500676
532296
531463
501848
532773
526025
533104
538595
505255
532754
532734
500163
532424
500164
533150
532630
532980
532786
530579
509024
538180
530655
500166
500168
533761
504369
532482
509488
500300
505710
509546
533282
500620
501455
531737
526797
506076
509152
511288
500690
532775
500160
509079
530001
524226
523768
500173
523477
517300
532181
512579

Company

Finolex Cables
Finolex Industri
First Financial
Firstsource Solution
Flex Foods
Flexituff Internatio
Florence Investech
Fluidomat
Fomento Resorts
Forbes & Company Ltd
Force Motors
Fortis Healthcare
Fortune Financia
Foseco India Lim
Fulford (India)
Future Consumer Ent.
Future Lifestyle
Future Retail
G M Breweries Ltd.
Gabriel India
GAIL (India) Ltd.
Gallantt Ispat Ltd.
Gallantt Metal
Gammon India
Gammon Infrastructur
Gandhi Special
Ganesh Housing
Ganesha Ecosphere
Garden Silk Mill
Garnet International
Garware Poly.
Garware-Wall Rop
Gateway Distriparks
Gati Ltd.
Gayatri Projects
GCM Securities Ltd.
Gemmia Oiltech
Genesys Int.Corp.
Genus Power Infrastr
Geojit BNP Paribas
Geometric Ltd.
GHCL
GIC Housing Fi
Gillanders Arbut
Gillette India Ltd.
Ginni Filaments
Gitanjali Gems
GKW L
GlaxoSmithKline Phar
GlaxoSmithKlineConsu
Glenmark Pharma
Global Infratech & F
Global Offshore Ser
Global Vectra Helico
Globus Power Gen
Globus Spirits Ltd.
Gloster L
GMM Pfaudler Ltd
GMR Infrastructure L
Godawari Power & Isp
Godfrey Philips
Godrej Consumer Prod
Godrej Industries Lt
Godrej Properties Lt
Gokaldas Exports
Gokul Refoils & Solv
GOL Offshore Ltd.
Golden Goenka Fin
Golden Legand Le
Goldline Intl.
Good Luck Steel
Goodricke Group
Goodyear India
GPT Infraprojects
Grandma Trading
Granules India L
Graphite India Ltd.
Grasim Inds.
Grauer & Weil
Graviss Hospitality
Gravita India Ltd.
Great Eastern
Greaves Cotton
Greencrest Financial
Greenply Industr
Grindwell Norton
GRP L
GRUH Finance Li
GSFC
GTL Infrastructure
GTL Ltd.
Gufic BioSciences Lt
Guj. Alkalie & C
Guj. Amb.Exports
Guj. Borosil Ltd
Guj. Fluorochemi
Guj. Gas Co. Ltd
Guj. Industries
Guj. Mineral Dev
Guj. NRE Coke

Ind.
Code

NSE
Code

14 FINCABLES
72
FINPIPE
47
24
FSL
41
68
FLEXITUFF
47
38
52
88
9
51
FORTIS
47
20 FOSECOIND
73
63
FCEL
81
FLFL
81
FRL
12
GMBREW
6
GABRIEL
67
GAIL
54
GALLISPAT
54
GALLANTT
25 GAMMONIND
53 GAMMNINFRA
54 GANDHITUBE
25 GANESHHOUC
88
88 GARDENSILK
47
68
88 GARWALLROP
63
GDL
28
GATI
25
GAYAPROJ
47
47
24
GENESYS
34 GENUSPOWER
47 GEOJITBNPP
24 GEOMETRIC
21
GHCL
46 GICHSGFIN
31 GILLANDERS
41
GILLETTE
88
GINNIFILA
30
GITANJALI
38 GKWLIMITED
73
GLAXO
41
GSKCONS
73 GLENMARK
47
85 GLOBOFFS
2 GLOBALVECT
77
12 GLOBUSSPR
88
39
53
GMRINFRA
54
GPIL
41 GODFRYPHLP
41 GODREJCP
41 GODREJIND
25 GODREJPROP
88
GOKEX
33
GOKUL
85 GTOFFSHORE
47
47
47
54
75
91
18
89
73 GRANULES
37
GRAPHITE
31
GRASIM
20
52
61
GRAVITA
85
GESHIP
38 GREAVESCOT
47
55
GREENPLY
38 GRINDWELL
82
46
GRUH
43
GSFC
87
GTLINFRA
87
GTL
73
GUFICBIO
21 GUJALKALI
33
GAEL
48
20 GUJFLUORO
63 GUJRATGAS
77
GIPCL
62
GMDCLTD
62 GUJNRECOKE

Personal Copy of Sundar Narayanaswamy

Ticker
518029
522217
500670
513536
533248
532702
506480
538567
532457
532708
515147
590043
500467
533162
531531
517354
508486
517271
500179
532281
500010
500180
532873
509631
500292
532347
505720
519552
500182
524669
534328
532129
522073
517080
524735
509675
500183
500184
514043
509635
513599
509627
500500
515145
500186
500449
500104
530315
500188
500185
500440
505982
532859
500189
533217
500696
523398
526217
500191
522064
517174
500193
532761
535217
500187
532662
532799
509820
524019
500199
532174
532835
534734
500116
532822
532659
507438
505726
500106
532133
517380
532636
532907
511208
533177
532305
509162
530005
531253
500201
590065
532240
513361
532189
535789
534597
533122
532832
532960

Company
Guj. Sidhee Ceme
Gujarat Apollo Indus
Gujarat Narmada Vall
Gujarat Natural Res
Gujarat Pipavav Port
GujaratStatePetronet
Gulf Oil Corporation
Gulf Oil Lubricants
Gulshan Polyols Ltd.
GVK Power & Infrastr
Haldyn Glass
Harita Seating Syst.
Harrisons Malaya
Hathway Cable & Data
Hatsun Agro Prod
Havells India
Hawkins Cookers
HBL Power Systems Lt
HCL Infosystem
HCL Technologies
HDFC
HDFC Bank
HDIL
HEG Ltd.
Heidelberg Cement In
Helios and Matheson
Hercules Hoists
Heritage Foods
Hero MotoCorp
Hester Biosciences L
Hexa Tradex Ltd.
Hexaware Technologie
Hi Tech Gears
High Ground Enterpri
Hikal Ltd.
HIL
Himachal F. Comm
Himadri Chem.&In
Himatsingka Seid
Hind. Composites
Hind. Copper
Hind. Dorr Olive
Hind. Motor
Hind. NationalGl
Hind. Oil Explor
Hind. Organi
Hind. Petrol
Hind. Tin Works
Hind. Zinc
Hind.ConstructionCo.
Hindalco Indus.
Hinduja Foundries Lt
Hinduja Global Solut
Hinduja Ventures
Hindustan Media Vent
Hindustan Unilever L
Hitachi Home & Life
Hitech Plast
HMT Ltd.
Honda Siel Power
Honeywell Automation
Hotel Leela Ven.
HOV Services Ltd.
HPC Biosciences Ltd.
HSIL Ltd.
HT Media
Hubtown
Huhtamaki PPL
Hydro S&S Indus.
I G Petrochemicals L
ICICI Bank
ICRA Ltd.
ICVL Chemicals
IDBI Bank Ltd.
Idea Cellular Ltd.
IDFC L
IFB Agro Indus
IFB Industries
IFCI Ltd.
IFGL Refracto
Igarashi Motors Indi
IIFL Holdings
IL&FS Engineering
IL&FS Investment Man
IL&FS Transportation
Ind-Swift Laboratori
Indag Rubber
India Cements Lt
India Gelatine &
India Glycols
India Motor Part
India Nippon Ele
India Power Corp
India Steel Works Lt
India Tourism De
Indiabulls Housing F
Indiabulls Infra & P
Indiabulls Power
Indiabulls Real Esta
Indiabulls Securitie

Ind.
Code

NSE
Code

17 GSCLCEMENT
39 GUJAPOLLO
43
GNFC
42
84
GPPL
72
GSPL
58 GULFCORP
58 GULFOILLUB
20
77
GVKPIL
48
6 HARITASEAT
75 HARRMALAYA
40
HATHWAY
41
HATSUN
34
HAVELLS
26
34 HBLPOWER
23
HCL-INSYS
24
HCLTECH
46
HDFC
44 HDFCBANK
25
HDIL
37
HEG
17 HEIDELBERG
24 HELIOSMATH
38 HERCULES
41 HERITGFOOD
5 HEROMOTOCO
73
89 HEXATRADEX
24 HEXAWARE
6 HITECHGEAR
40
73
HIKAL
18
HIL
87
HFCL
62
HCIL
88 HIMATSEIDE
6 HINDCOMPOS
61 HINDCOPPER
38 HINDDORROL
7 HINDMOTORS
48 HINDNATGLS
67 HINDOILEXP
20
HOCL
80 HINDPETRO
68
61
HINDZINC
25
HCC
3
HINDALCO
16 HINDUJAFO
24
HGS
24 HINDUJAVEN
59
HMVL
41 HINDUNILVR
26 HITACHIHOM
76 HITECHPLAS
10
HMT
35 HONDAPOWER
38
HONAUT
52 HOTELEELA
24
HOVS
1
19
HSIL
59
HTMEDIA
25
HUBTOWN
68 PAPERPROD
76 HYDROS&S
20
IGPL
44
ICICIBANK
83
ICRA
20
45
IDBI
64
IDEA
47
IDFC
20
IFBAGRO
26
IFBIND
47
IFCI
63 IFGLREFRAC
34
IGARASHI
47
IIFL
25 IL&FSENGG
47
IVC
25 IL&FSTRANS
73 INDSWFTLAB
82
17
INDIACEM
20
20 INDIAGLYCO
89
IMPAL
6 INDNIPPON
77
DPSCLTD
54
52
47 IBULHSGFIN
53
IBIPL
77
IBPOW
25 IBREALEST
47
IBSEC

Ticker
533520
532814
500850
504741
509051
533047
530965
532388
533329
501700
501298
521016
504058
500207
532717
532612
533257
532514
532150
532187
533154
532777
500209
531807
500210
533402
532706
532851
500211
526871
532326
502330
509709
500213
524164
500214
524494
532947
531337
533033
532479
508807
500875
509496
523610
530773
506943
532940
506522
538422
507155
532705
532976
512237
500219
532627
532532
780001
538564
532209
520051
520066
524330
522285
533207
509715
514034
532605
500223
524731
532617
511034
532624
500227
536773
500378
532286
532508
531543
536493
532644
500380
532162
530007
523405
522263
513691
506016
533148
532642
500228
533155
533320
530019
535648
519248
532926
504076
513250

Company

Ind.
Code

Indiabulls Wholesale
Indian Bank
Indian Hotels Co
Indian Hume Pipe
Indian Infotech
Indian Metal & F
Indian Oil Corp
Indian Overseas
Indian Terrain Fashi
IndiaNivesh
Indl.&Prud.Invst
Indo Count Inds.
Indo National
Indo Rama Synth.
Indo Tech Transforme
Indoco Remedies
Indosolar Ltd.
Indraprastha Gas Ltd
Indraprastha Med
IndusInd Bank
Infinite Computer So
Info Edge (India)
Infosys
ING Vysya Bank
Ingersoll Rand
Innoventive Industri
Inox Leisure
Insecticides (India)
Insilco Ltd.
Intec Capital
Intense Technologies
International Paper
Intl. Coveyors
Intl. Travel Hou
IOL Chemicals and Ph
Ion Exchange (India)
Ipca Laboratorie
IRB Infrastructure D
Iris Mediaworks
ISGEC Heavy Eng
ISMT Ltd.
IST Ltd.
ITC Ltd.
ITD Cementation Indi
ITI
IVRCL
J B Chemicals & Phar
J Kumar Infraproject
J L Morison (India)
Jackson Investments
Jagatjit Ind.
Jagran Prakashan
Jai Balaji Industrie
Jai Corp Ltd.
Jain Irrigation
Jaiprakash Power Ven
JaiprakashAssociates
Jaisukh Dealers Ltd.
James Warren Tea
Jammu & Kashmir Bank
Jamna Auto Inds.
Jay Bharat Marut
Jayant Agro Org
Jayaswal Neco Indust
Jaypee Infratech Ltd
Jayshree Tea
JBF Industries
JBM Auto
JCT Ltd.
Jenburkt Pharmac
Jet Airways
Jindal Drilling
Jindal Photo
Jindal Poly Films
Jindal Poly Investme
Jindal Saw
Jindal St & Pwr
Jindal Stainless
Jindal Worldwide
JK Agri Genetics Ltd
JK Cement
JK Lakshmi Cement L
JK Paper Ltd.
JK Tyre & Industries
JM Financial Ltd.
JMC Projects
JMT Auto Ltd.
Jocil Ltd.
JRI Industries & Inf
JSW Energy Ltd.
JSW Holdings
JSW Steel
Jubilant Foodworks L
Jubilant Industries
Jubilant Life Scienc
Just Dial
JVL Agro Industries
Jyothy Laboratories
Jyoti
Jyoti Structures

81
45
52
18
24
62
80
45
88
47
47
88
26
88
78
73
65
63
51
44
24
63
24
44
22
38
40
71
20
47
24
70
63
63
20
38
73
25
40
39
54
6
41
25
87
25
73
25
41
47
12
59
54
54
63
77
25
63
75
44
6
6
20
16
25
75
88
6
88
73
2
67
74
68
47
54
54
54
88
50
17
17
70
91
47
25
6
20
25
77
47
54
41
1
73
83
33
41
34
78

NSE
Code

IBWSL
INDIANB
INDHOTEL
INDIANHUME
IMFA
IOC
IOB
INDTERRAIN
ICIL
NIPPOBATRY
INDORAMA
INDOTECH
INDOCO
INDOSOLAR
IGL
INDRAMEDCO
INDUSINDBK
INFINITE
NAUKRI
INFY
INGVYSYABK
INGERRAND
INNOIND
INOXLEISUR
INSECTICID
IPAPPM
IOLCP
IPCALAB
IRB
ISMTLTD
ITC
ITDCEM
ITI
IVRCLINFRA
JBCHEPHARM
JKIL
JAGRAN
JAIBALAJI
JAICORPLTD
JISLJALEQS
JPPOWER
JPASSOCIAT
J&KBANK
JAMNAAUTO
JAYBARMARU
JAYAGROGN
JAYNECOIND
JPINFRATEC
JAYSREETEA
JBFIND
JBMA
JETAIRWAYS
JINDRILL
JINDALPHOT
JINDALPOLY
JPOLYINVST
JINDALSAW
JINDALSTEL
JSL
JINDWORLD
JKCEMENT
JKLAKSHMI
JKPAPER
JKTYRE
JMFINANCIL
JMCPROJECT
JMTAUTOLTD
JOCIL
JSWENERGY
JSWHL
JSWSTEEL
JUBLFOOD
JUBLINDS
JUBILANT
JUSTDIAL
JVLAGRO
JYOTHYLAB
JYOTISTRUC

Ticker
780010
524109
511357
504840
500233
500234
522259
522287
526409
513509
533302
500235
532468
501314
526668
532741
780003
506184
506525
500165
506938
532652
590003
531687
532899
590066
533192
532054
530701
532714
517569
519602
505890
533289
502937
532732
533790
531612
507794
507435
535730
513693
532747
537750
532967
500241
533297
533193
500245
500243
533293
505283
521248
532942
512559
523207
532924
524280
500247
530299
523323
532400
532889
530813
533482
500249
519421
532997
530149
532081
531882
500510
533519
526947
504258
519570
500252
534690
532778
509048
500250
526596
500253
531241
523457
517518
512455
533343
514036
532783
532796
517206
526045
500257
534532
522241
506822
532720
511082
507836

Company
K D Trend Wear
Kabra Extrusion
Kailash Auto Fin
Kaira Can Co.
Kajaria Ceramics
Kakatiya Cement Suga
Kalindee Rail Ni
Kalpataru Power
Kalpena Industries L
Kalyani Forge
Kalyani Investment
Kalyani Steel
Kama Holdings Ltd.
Kamalakshi Finance
Kamat Hotels (In
Kamdhenu Ispat
Kanak Krishi
Kanani Industries Lt
Kanoria Chemical
Kansai Nerolac Paint
Kappac Pharma
Karnataka Bank
Karur Vysya Bank
Karuturi Global Ltd.
Kaveri Seed Company
KCP Ltd.
KCP Sugar & In
KDDL Ltd.
KDJ Holiday Scapes
KEC International Lt
KEI Industries
Kellton Tech Solutio
Kennametal India
Kesar Terminals & In
Kesoram Industri
Kewal Kiran Clothing
KGN Enterprises
KGN Industries Ltd.
Khaitan Chemical
Khoday India
Khoobsurat Ltd.
KIC Metaliks
Kingfisher Airlines
Kiran Vyapar
Kiri Industries
Kirloskar Bros.
Kirloskar Bros. Inv
Kirloskar Elect
Kirloskar Ferrou
Kirloskar Industries
Kirloskar Oil Engine
Kirloskar Pneumatic
Kitex Garments
KNR Constructions
Kohinoor Foods Ltd.
Kokuyo Camlin
Kolte-Patil Develope
Kopran Ltd
Kotak Mahindra Bank
Kothari Products
Kovai Medical
KPIT Technologies
KPR Mill Ltd.
KRBL Ltd.
Kridhan Infra
KSB Pumps Ltd.
KSE
KSK Energy Ventures
KSL and Industries L
KSS L
Kwality
L&T
L&T Finance Holdings
La Opala RG Ltd.
Lakshmi Elect.
Lakshmi Energy & Foo
Lakshmi Machines
Lakshmi Vilas Ba
Lanco Infratech Ltd.
LancorHoldings Ltd
LG Balakrishnan&Bros
Liberty Shoes Li
LIC Housing Fi
Linc Pen & Plast
Linde India
Lloyd Electric a
Lloyds Metals & Ener
Lovable Lingerie Ltd
Loyal Textiles M
LT Foods Ltd.
Lumax Auto Technolog
Lumax Inds.
Luminaire Tech.
Lupin Ltd.
Lypsa Gems & Jewell
M M Forgings Ltd.
M P Polypropylene Lt
M&M Fin.Services
Maa Jagdambe Trade
Mac Charles

Ind.
Code

NSE
Code

88
39 KABRAEXTRU
47
68
19 KAJARIACER
17
KAKATCEM
38
KALINDEE
78 KALPATPOWR
76
16 KALYANIFRG
47
KICL
54
KSL
47
47
52 KAMATHOTEL
54
KIL
1
30 KANANIIND
21 KANORICHEM
69 KANSAINER
73
44
KTKBANK
44 KARURVYSYA
63
KGL
50
KSCL
17
KCP
86 KCPSUGIND
26
47
78
KEC
13
KEI
24
38
53
KTIL
31 KESORAMIND
81
KKCL
63
47
43
12
47
16
2
KFA
47
32
KIRIINDUS
38 KIRLOSBROS
47
KBIL
34
KECL
54
38
KIRLOSIND
38 KIRLOSENG
22
88
KITEX
25
KNRCON
89 KOHINOOR
31 KOKUYOCMLN
25 KOLTEPATIL
73
KOPRAN
44 KOTAKBANK
41 KOTHARIPRO
51
KOVAI
24
KPIT
88
KPRMILL
89
KRBL
53
38 KSBPUMPS
33
KSE
77
KSK
88
40 KSERASERA
41
KWALITY
31
LT
47
L&TFH
48
LAOPALA
34
89 LAKSHMIEFL
39 LAXMIMACH
44 LAKSHVILAS
53
LITL
25
38 LGBBROSLTD
56 LIBERTSHOE
46
LICHSGFIN
63
63 LINDEINDIA
26 LLOYDELENG
54
88
LOVABLE
88
89
DAAWAT
6 LUMAXTECH
6
LUMAXIND
24
73
LUPIN
30 LYPSAGEMS
16
MMFL
76
47
M&MFIN
47
52
-

Ticker
531497
532168
500264
524000
500266
500265
537838
530441
530059
531689
500520
532756
533088
532313
590078
501473
513269
533169
532932
500268
531213
533204
502157
537800
530011
500109
532950
505324
509762
521018
503101
538503
531642
524404
532500
523704
511688
526671
500271
532613
522249
523792
533152
532654
532629
512267
532865
523828
526235
500126
533259
531192
532539
517344
532819
500279
526642
513377
503015
506261
533286
533080
513446
524084
532621
500288
523160
513305
517140
517334
532892
531096
526299
532440
500290
532650
508922
534312
500108
500460
534091
526169
520059
520043
515037
504823
511766
533398
524709
534184
532952
519136
500296
532256
532641
526739
524816
537291
532234

Company

Ind.
Code

NSE
Code

Madhucon Project
25 MADHUCON
Madras Fertilize
43 MADRASFERT
Mafatlal Ind
88
Magma Fincorp Ltd.
47
MAGMA
Maha. Scooters
5 MAHSCOOTER
Maha. Seamless
54 MAHSEAMLES
Mahadushi Intl.
89
Mahanivesh (Ind)
47
Maharaja Shree U
88
Mahavir Advanced
73
Mahi. & Mahi
7
M&M
Mahindra CIE Auto
16 MAHINDCIE
Mahindra Holidays
52
MHRIL
Mahindra Lifespace D 25
MAHLIFE
Maithan Alloys Ltd.
42 MAITHANALL
Malabar Trading Comp 89
Man Industries I
54
MANINDS
Man Infraconstructio
25
MANINFRA
Manaksia Ltd.
68
MANAKSIA
Manali Petrochem
72 MANALIPETC
Manappuram Finance 47 MANAPPURAM
Mandhana Industries 88 MANDHANA
Mangalam Cement
17 MANGLMCEM
Mangalam Industrial
47
Mangalore Chem.
43 MANGCHEFER
Mangalore Refine
80
MRPL
Manjushree Techno
76 MANJUSHREE
Manugraph India Ltd. 38 MANUGRAPH
Mapro Industries
63
Maral Overseas
88 MARALOVER
MarathonNextgenRea 25
Marico Kaya Enter
51
MAKE
Marico Ltd.
41
MARICO
Marksans Pharma
73 MARKSANS
Maruti Suzuki India
7
MARUTI
Mastek Li
24
MASTEK
Mathew Easow Res
47
Matra Kaushal Enter
26
Max India Ltd.
68
MAX
Maxwell Industries L
88
MAXWELL
Mayur Uniquoters
76 MAYURUNIQ
Mazda Ltd.
38
MBL Infrastructures
25
MBLINFRA
McLeod Russel
75 MCLEODRUSS
McNally Bharat E
38
MBECL
Media Matrix Worldwi 40
MMWL
Meghmani Organics Lt 71
MEGH
Menon Bearings L
11
Mercator Ltd.
31 MERCATOR
Merck Ltd.
73
MERCK
Microsec Financial S
47
MICROSEC
Midas Infra Trade
53
Minda Corporation
6 MINDACORP
Minda Industries
6
MINDAIND
Mindteck (India)
24
MindTree Ltd.
24
MINDTREE
Mirc Electronics
26 MIRCELECTR
Mirza International
56
MIRZAINT
MMTC Ltd.
89
MMTC
Modern India
88
Modison Metals L
34
MOIL Ltd.
62
MOIL
Mold-Tek Packaging
76
Monnet Ispat & Energ 54 MONNETISPA
Monsanto India
71 MONSANTO
Morarjee Textiles Li
88 MORARJEE
Morepen Labs.Lt
73 MOREPENLAB
Morganite Crucible (
63
Moryo Industries
62
Moser Baer India
23 MOSERBAER
MothersonSumiSystems 6 MOTHERSUMI
Motilal Oswal Financ
47 MOTILALOFS
Mount Everest Mi
12
MphasiS Ltd.
24
MPHASIS
MPS Ltd.
59
MPSLTD
MRF Ltd
91
MRF
MSP Steel & Power Lt 54
MSPL
MSR India
47
MT Educare Ltd.
83 MTEDUCARE
MTNL
64
MTNL
Mukand Ltd.
54 MUKANDLTD
Multi Commodity Ex
83
MCX
Multibase India Ltd.
76
Munjal Auto Industr.
6
MUNJALAU
Munjal Showa Ltd
6 MUNJALSHOW
Murudeshwar Cer.
19 MURUDCERA
MUSCO Ltd
54 MAHINDUGIN
Muthoot Capital
47
Muthoot Finance
47 MUTHOOTFIN
Nagarjuna Agrich
71
Nagarjuna Oil Refine 67
NAGAROIL
Nahar Capital & Fina
47 NAHARCAP
Nahar Indust.Ent
88 NAHARINDUS
Nahar Spg Mills
88 NAHARSPING
Nalwa Sons Investmen 47
NSIL
Nandan Denim
88
NDL
Narmada Gelatines Lt 20
Natco Pharma Lim
73 NATCOPHARM
Nath Bio-Genes
50 NATHBIOGEN
National Alumini
3 NATIONALUM

Ticker
534309
523630
500298
513179
513023
532504
508989
500294
502168
530557
532529
532649
532864
504112
505355
500790
532798
524558
531959
513683
533098
500304
532541
530377
523385
500307
532722
533202
532854
532698
506532
526371
500730
532481
534615
500672
530367
532555
531209
504378
533273
502165
533008
500313
533106
538607
526415
531092
520021
532880
533317
533632
500312
532944
530135
532391
532466
532837
512626
524372
513121
504879
530365
535754
533263
502420
526325
534076
500315
506579
500314
590086
504864
501179
500317
500459
532827
531349
524820
523307
508941
504093
531816
535755
513359
532780
531120
526381
534809
538730
500327
535204
535205
532808
503031
513228
533179
532522
500680

Company
National buildin
National Fertilizers
National Peroxid
National Steel and A
Nava Bharat Ventures
Navin Fluorine Inter
Navneet Educaton
NCC
NCL Industries
NCL Research
NDTV
Nectar Lifesciences
Nelcast Ltd.
Nelco Ltd
Nesco Ltd.
Nestle India
Network 18 Media & I
Neuland Laborat
Newtime Infra.
Neyveli Lignite
NHPC
NIIT Ltd.
NIIT Technologies
Nila Infrastructures
Nilkamal Ltd.
Nirlon
Nitco Ltd.
Nitesh Estates
Nitin Fire Protectio
Nitin Spinners
Nitta Gelatin India
NMDC Ltd.
NOCIL Ltd.
NoidaTollBridge
North Eastern Carry
Novartis
NRB Bearings Lim
NTPC
Nucleus Software
Nyssa Corporation
Oberoi Realty
OCL India Limi
OCL Iron & Steel
Oil Country Tub.
Oil India Ltd.
Ojas Asset Reconst
OK Play India Ltd.
OM Metals Infraproje
Omax Auto
Omaxe Ltd.
Omkar Speciality Che
Onelife Capital Adv
ONGC
OnMobile Global Ltd.
Optiemus Infracom
Opto Circuits India
Oracle Financial Ser
Orbit Corporation
Orbit Exports Li
Orchid Chem & Ph
Oricon Enterprises L
Orient Abrasives
Orient Bell
Orient Cement Ltd.
Orient Green Power C
Orient Paper
Orient Press Ltd
Orient Refractories
Oriental Bank of
Oriental Carbon
Oriental Hotels
Orissa Minerals Deve
Orissa Sponge Iron &
Oscar Investment
Oswal Agro Mills
Oswal Green Tech
P&G Hygiene&Health
Page Industries Ltd.
Panacea Biotec L
Panama Petrochem
Panasonic Appliances
Panasonic Carbon Ind
Panasonic Energy Ind
Panoramic Universal
Pantaloons Fashion
Parab Infra
Parsvnath Developers
Patel Engg. Ltd.
Patel Integrated Log
PC Jeweller Ltd.
PDS Multi. Fashions
Peacock Inds.
Pearl Agriculture
Pearl Electronics
Pearl Global Industr
Peninsula Land L
Pennar Industrie
Persistent Systems
PetronetLNG
Pfizer Ltd.

NOV 3 - 16, 2014 DSIJ.in

Ind.
Code

NSE
Code

25
NBCC
43
NFL
20
54 NATNLSTEEL
31 NBVENTURES
20 NAVINFLUOR
59 NAVNETEDUL
25
NCC
17
NCLIND
47
40
NDTV
73
NECLIFE
16
NELCAST
87
NELCO
31
NESCO
41 NESTLEIND
47 NETWORK18
73 NEULANDLAB
53
77 NEYVELILIG
77
NHPC
24
NIITLTD
24
NIITTECH
25
76
NILKAMAL
88
19
NITCO
25 NITESHEST
38
NITINFIRE
88
NITINSPIN
20
62
NMDC
72
NOCIL
25 NOIDATOLL
90
73
11 NRBBEARING
77
NTPC
24
NUCLEUS
89
25 OBEROIRLTY
17
OCL
54
OISL
54 OILCOUNTUB
67
OIL
47
76
39 OMMETALS
6 OMAXAUTO
25
OMAXE
20 OMKARCHEM
47 ONELIFECAP
67
ONGC
64
ONMOBILE
87
60 OPTOCIRCUI
24
OFSS
25 ORBITCORP
88
ORBTEXP
73 ORCHIDCHEM
68
38 ORIENTABRA
19 ORIENTBELL
17 ORIENTCEM
77 GREENPOWER
31 ORIENTPPR
59 ORIENTLTD
63 ORIENTREF
45 ORIENTBANK
15
52 ORIENTHOT
62 ORISSAMINE
54
47
47
43 BINDALAGRO
41
PGHH
88
PAGEIND
73 PANACEABIO
20 PANAMAPET
26 PANASONIC
37 PANCARBON
26
24 PANORAMUNI
81
PFRL
53
25 PARSVNATH
25
PATELENG
57 PATINTLOG
30 PCJEWELLER
88
PDSMFL
76
PILIND
89
89
88
PGIL
25 PENINLAND
54
PENIND
24 PERSISTENT
72
PETRONET
73
PFIZER

47

Databank
Ticker
531769
533581
506590
517296
503100
523642
530305
532355
500331
590121
511421
533107
500302
500333
523648
532739
534060
532366
523628
524570
532254
531768
524051
532460
538566
532810
532898
532934
522205
506022
533239
532718
523539
511016
526247
500540
533274
526109
532748
500338
511557
532647
534675
505502
526801
532524
533344
509220
532693
533295
506852
500346
532461
506618
532891
517556
532689
511116
532735
532692
532497
531412
500339
523523
532826
503127
532503
531500
512319
500355
522281
538540
532369
532370
533262
500359
531228
532661
532987
532988
505800
524230
507649
531522
520111
500330
532805
532106
530517
500111
523445
500325
500390
532939
532712
532915
532923
535322
532687
505509

Company
PFL Infotech Ltd.
PG Electroplast Ltd.
Phillips Carbon
Phoenix Lamps
Phoenix Mills
PI Industries
Piccadily Agro I
Picturehouse Media
Pidilite Inds.
Pilani Investmen
Pine Animation
Pipavav Defence & Of
Piramal Enterprises
Pix Transmission
Plastiblends Ind
Plethico Pharmaceuti
PMC Fincorp
PNB Gilts Ltd.
Poddar Developers Lt
Poddar Pigments
Polaris Financial
Poly Medicure Lt
Polyplex Corpn.
Ponni Sugars (Erode)
Potential Investment
Power Finance Co
Power Grid Corpo
PPAP Automotive
Praj Industries
Prakash Indus.
Prakash Steelage Ltd
Pratibha Industries
Precision Wires
Premier Capital Serv
Premier Explos.
PremierLtd.
Prestige Estates Pro
Pricol Ltd.
Prime Focus
Prism Cement Lim
Profin Capital Servi
Provogue (India)
Prozone Intu Propert
PS IT Infrastructure
PSL Ltd.
PTC India
PTC India Financial
PTL Enterprises
Punj Lloyd
Punj. & Sind Ban
Punj. Alkalie
Punj. Communica
Punj. NationlBak
Punjab Chemicals and
Puravankara Projects
PVP Ventures Ltd.
PVR Ltd.
Quadrant Televenture
R Systems Internat.
Radha Madhav Corpora
Radico Khaitan Ltd.
Radix Industries
Rain Industries
Rainbow Papers
Raj Television Netwo
Raja Bahadur Interna
Rajapalayam Mill
Rajesh Exports L
Rajlaxmi Industries
Rallis India
Ram Ratna Wires
Ramchandra Leasing
Ramco Industries
Ramco Systems Lt
Ramky Infrastructure
Ranbaxy Labs.
Rander Corporati
Rane (Madras)
Rane Brake Lining Lt
Rane Engine Valve Lt
Rane Holdings Ltd.
Rashtriya Chemicals
Rasoi Ltd.
Rasoya Proteins
Ratnamani Metals
Raymond Ltd
Redington (India) Lt
REI Agro Ltd.
Relaxo Footwears
Reliance Capital
Reliance Ind.Inf
Reliance Inds.
Reliance Infrastruct
Reliance Power L
RelianceCommu.Ltd
Religare Enterprises
Renaissance Jeweller
Repco Home Finance L
Repro India Ltd.
Responsive Industrie

48

Ind.
Code
63
34
15
6
25
71
86
40
20
47
24
84
73
82
76
73
47
47
25
32
24
60
68
86
47
47
78
76
39
31
54
53
61
47
63
38
25
6
40
17
47
81
25
47
54
77
47
91
25
45
21
87
45
20
25
25
40
64
24
68
12
72
17
70
40
77
88
30
88
71
61
47
18
24
25
73
25
6
6
6
47
43
33
33
54
88
23
41
56
47
79
31
77
77
64
47
30
46
59
76

NSE
Code

PGEL
PHILIPCARB
PHOENIXLL
PHOENIXLTD
PIIND
PIDILITIND
PILANIINV
PIPAVAVDOC
PEL
PLASTIBLEN
PLETHICO
PNBGILTS
POLARIS
POLYMED
POLYPLEX
PONNIERODE
PFC
POWERGRID
PPAP
PRAJIND
PRAKASH
PRAKASHSTL
PRATIBHA
PRECWIRE
PREMIER
PRESTIGE
PRICOL
PFOCUS
PRISMCEM
PROVOGE
PROZONINTU
PSL
PTC
PFS
PTL
PUNJLLOYD
PSB
PNB
PUNJABCHEM
PURVA
PVP
PVR
RSYSTEMS
RMCL
RADICO
RAIN
RAINBOWPAP
RAJTV
RAJPALAYAM
RAJESHEXPO
RALLIS
RAMCOIND
RAMCOSYS
RAMKY
RANBAXY
RML
RBL
RANEENGINE
RANEHOLDIN
RCF
RASOYPR
RATNAMANI
RAYMOND
REDINGTON
REIAGROLTD
RELAXO
RELCAPITAL
RIIL
RELIANCE
RELINFRA
RPOWER
RCOM
RELIGARE
RJL
REPCOHOME
REPRO
RESPONIND

Ticker
505368
520008
517496
524480
530251
532731
502448
500366
533168
517500
532699
532983
533284
517447
530047
500350
500367
503169
509020
500368
533552
532955
504335
514304
524446
532710
532034
523025
502090
532543
538557
515043
590051
507315
517059
504345
520075
526725
504918
514234
526521
530073
500674
519260
504614
532163
526885
532663
526093
508996
502175
524667
523710
500112
534139
505141
532900
526807
532886
530075
512529
500295
502450
505075
531431
509874
512499
522034
538666
535602
532908
523449
538212
524552
538685
530549
533389
523598
512289
532776
532638
500387
502180
533180
512463
503205
532670
505592
523236
520151
532498
532945
511218
511411
520086
500550
512131
523838
504382
523023

DSIJ.in NOV 3 - 16, 2014

Company
Revathi Equipment Lt
Rico Auto Inds.
Ricoh India Ltd.
Riddhi Siddhi Gluco
Risa International L
Rohit Ferro-Tech
Rollatainers Ltd
Rolta India
Rossell India
Roto Pumps Ltd
Royal Orchid Hotels
RPG Life Sciences
RPP Infra Projects L
RS Software (India)
RSR Mohota Spg.
RSWM Ltd.
Rubfila Internationa
Ruby Mills
Ruchi Infrastructure
Ruchi Soya Inds.
Rupa & Company L
Rural Electrific
Rutron Internati
S Kumars Nationwide
Sabero Organics
Sadbhav Engineering
Safal Herbs L
Safari Indus.
Sagar Cements
Sah Petroleums Ltd.
Sai Baba Investment
Saint-Gobain Sekurit
Saksoft Ltd.
Sakthi Sugars
Salzer Electr.
Sam Leaseco Ltd.
Samkrg Pistons & Rin
Sandesh
Sandur M & I Ore
Sangam India Ltd
Sanghi Industrie
Sanghvi Movers L
Sanofi India
Sanwaria Agro Oi
Sarda Energy & Miner
Saregama India Ltd.
Sarla Performance Fi
Sasken Comm.Tech.
Sathavahana Ispa
Satra Properties ( I
Saurashtra Cemen
Savita Oil Tech
Sayaji Hotels Lt
SBI
Schneider Electric
Scooters India
SE Investments
Seamec Ltd.
SEL Manufacturing Co
Selan Exploratio
Sequent Scientific
Sesa Sterlite
Seshasayee Paper
Setco Automotive
Shakti Pumps (In
Shalimar Paints
Shalimar Productions
Shanthi Gears
Sharda Cropchem
Sharda Motor Ind
Sharon Bio-Medicine
Sharp India
Sharp Investments
Shasun Pharma
Shemaroo Entertainme
Shilpa Medicare L
Shilpi Cable Technol
Shipping Corpn.
Shirpur Gold Refine.
Shivam Autotech Ltd.
Shoppers Stop
Shree Cement
Shree Digvijay
Shree Ganesh Jew (I)
Shree Global Tra
Shree Ram Urban Infr
Shree Renuka Sugars
Shreekrishna Biotech
Shrenuj & Co
Shreyas Shipping & L
Shriram City Uni
Shriram EPC Ltd.
Shriram Trans.Fi
Shristi Infrastructu
Sical Logistics
Siemens Ltd.
Signet Industries
Simplex Infrastructu
Simplex Trad&Age
SinclairsHotels

Personal Copy of Sundar Narayanaswamy

Company Index
Ind.
Code

NSE
Code

22
REVATHI
6
RICOAUTO
66
63
88
42 ROHITFERRO
68
24
ROLTA
75 ROSSELLIND
38
52
ROHLTD
73
RPGLIFE
25
RPPINFRA
24 RSSOFTWARE
88 RAIREKMOH
88
RSWM
82
88 RUBYMILLS
33 RUCHINFRA
33 RUCHISOYA
88
RUPA
47
RECLTD
63
88 SKUMARSYNF
71 SABERORGAN
25
SADBHAV
41
76
17
SAGCEM
80 SAHPETRO
47
48
24
SAKSOFT
86 SAKHTISUG
34
47
6
59
SANDESH
42
88 SANGAMIND
18 SANGHIIND
39 SANGHVIMOV
73
SANOFI
33
SANWARIA
54
SARDAEN
40 SAREGAMA
88 SARLAPOLY
24
SASKEN
54 SATHAISPAT
25
17
72
SOTL
52 SAYAJIHOTL
45
SBIN
34 SCHNEIDER
5
47
SEINV
85 SEAMECLTD
88
SELMCL
67
SELAN
73
62
SSLT
70 SESHAPAPER
6
38 SHAKTIPUMP
69 SHALPAINTS
89
38 SHANTIGEAR
71 SHARDACROP
8
73 SHARONBIO
26
47
73 SHASUNPHAR
40 SHEMAROO
73 SHILPAMED
14
SHILPI
85
SCI
62 SHIRPUR-G
6 SHIVAMAUTO
81 SHOPERSTOP
17 SHREECEM
17
30
SGJHL
89
88
86
RENUKA
31
30
SHRENUJ
85
SHREYAS
47 SHRIRAMCIT
79 SHRIRAMEPC
47 SRTRANSFIN
25
57
SICAL
38
SIEMENS
72 SIGNETIND
25 SIMPLEXINF
47
52
-

Ticker
505729
502742
532795
503811
533206
500472
538562
532143
533228
532419
505192
532815
538635
532784
532344
532725
507514
531548
520057
532221
516108
532218
534425
590030
517214
500285
500402
533121
507753
523756
503806
530943
513605
526893
531307
536799
533569
533305
531723
580001
530017
536666
531616
501061
532200
512531
532191
500113
534748
513262
523363
512299
508998
530759
532374
532679
504959
532531
506222
532348
517168
506655
524542
508969
533306
532154
532872
524715
532733
520056
500403
590071
590072
500404
532711
506615
530845
535141
512179
512527
523283
532509
509930
532904
500405
531934
512311
531638
513597
533298
517530
538575
500336
521200
532782
530239
532667
535621
503624

Company

Singer India
Sintex Industrie
SITI Cable Network L
Siyaram Silk
SJVN Ltd.
SKF India
SKIL Infrastructure
Skipper Ltd.
SKM Egg Produc
SKS Microfinance
Smartlink Network
SML Isuzu Ltd.
SMS Pharmaceuticals
Snowman Logistics Lt
Sobha
Softsol India
Solar Industries Ind
Som Distilleries
Somany Ceramics Ltd.
Sona Koyo Steer.
Sonata Software
South India Pape
South Indian Ban
Speciality Restauran
SPIC
Spice Mobility L
Spicejet Ltd.
SPML Infra
SQS India BFSI
Sree Rayalaseema Alk
SREI Infrastructure
SRF Ltd.
Sri Adhikari Bro
Srikalahasthi Pipes
Srinivasa Hatche
SRK Industries
SRS Finance Ltd.
SRS Ltd.
SRS Real Infrastruct
Stampede Capital
Standard Chartered P
Standard Indust
Star Ferro & Cement
Starcom Information
State Bank Of Bi
State Bank Of My
State Trading
StateBnkOfTravan
Steel Authority
Steel ExchangeIndia
Steel Strips Wheels
Sterl.Holi.Reso
Sterling Biotech Ltd
Sterling Internation
Sterling Tools L
Sterlite Technologie
Store One Retail Ind
Stovec Indus.
Strides Arcolab
Styrolution ABS (Ind
Subex Ltd.
Subros Ltd.
Sudarshan Chem.
Sukhjit Starch &
Sulabh Eng.&Ser.
Summit Securities
Sun and Shine World
Sun Pharma Advanced
Sun Pharma.
Sun TV Network Ltd.
Sundaram Clayton
Sundaram Fasten.
Sundaram Finance
SundaramBrakeLining
Sunflag Iron
Sunil Hitech Enginee
Sunrise Asian
Sunshield Chemic
Sunstar Realty Devel
Sunteck Realty Ltd.
Super Sales India
Superhouse Ltd.
Suprajit Enginee
Supreme Inds.
Supreme Infrastructu
Supreme Petroche
Supreme Tex Mart L
Surabhi Chemical & I
Suraj
Surana Ind.Ltd
Surana Solar
Surana Telecom and P
Surya Marketing
Surya Roshni Ltd
Suryalakshmi Cot
Sutlej Textiles & In
Suven Life Sciences
Suzlon Energy Ltd.
SV Global Mill Ltd.
Svaraj Trd & Age

Ind.
Code

NSE
Code

89
31
SINTEX
40
SITICABLE
88
SIYSIL
77
SJVN
11
SKFINDIA
25
SKIL
63
41 SKMEGGPROD
47
SKSMICRO
23 SMARTLINK
9
SMLISUZU
73 SMSPHARMA
57
SNOWMAN
25
SOBHA
24
63 SOLARINDS
12
SDBL
19 SOMANYCERA
6 SONASTEER
24 SONATSOFTW
70
44 SOUTHBANK
52 SPECIALITY
43
SPIC
87 SPICEMOBI
2
79 SPMLINFRA
24
SQSBFSI
21
47
SREINFRA
88
SRF
40
SABTN
54
LANCOIN
50
82
47
31
SRSLTD
25
47
44
STAN
21
SIL
42
SFCL
24
45
SBBJ
45 MYSOREBANK
89
STCINDIA
45
SBT
54
SAIL
54
6
SSWL
52
73 STERLINBIO
24
38 STERTOOLS
14
STRTECH
81 STOREONE
39
73
STAR
72
STYABS
24
SUBEX
6
SUBROS
32 SUDARSCHEM
41
47
47 SUMMITSEC
89
63
SPARC
73 SUNPHARMA
40
SUNTV
6 SUNCLAYLTD
6 SUNDRMFAST
47 SUNDARMFIN
6 SUNDRMBRAK
54
SUNFLAG
79 SUNILHITEC
89
20
25
25
SUNTECK
88
SUPER
56 SUPERHOUSE
6
SUPRAJIT
76 SUPREMEIND
25 SUPREMEINF
72 SUPPETRO
88 SUPREMETEX
47
54
54 SURANAIND
34 SURANAVEL
14 SURANAT&P
89
54 SURYAROSNI
88 SURYALAXMI
88 SUTLEJTEX
73
SUVEN
39
SUZLON
63
89
-

Ticker
506863
531909
503310
500407
532051
517385
524470
532276
531426
514142
532390
532890
505160
533200
500777
522229
532790
534756
538287
519091
500770
532301
500483
532540
500408
500800
501301
513434
500570
500400
513010
500470
532371
532349
523301
533553
532755
533281
532804
533216
505400
533326
532845
526654
533158
531373
500260
530199
500411
500412
500413
590005
505196
503663
507205
532856
500414
522113
504966
530475
532966
500114
500420
523856
532779
526650
526582
532928
506687
533540
500251
505854
534369
521064
517562
512417
505978
532356
533655
538597
507747
517506
504973
532515
532800
532343
509243
500464
532505
530131
500148
530363
533644
506685
532538
500231
506690
532477
500429
507878

Company

Swadeshi Industr
Swagruha Infrastruct
Swan Energy Ltd.
Swaraj Engines
Swelect Energy Syste
Symphony
Syncom Formul.
Syndicate Bank
T Nadu Newsprint
T T Ltd.
Taj GVK Hotels & Res
Take Solutions Ltd.
Talbros Auto.
Talwalkars Better Va
Tamilnadu Petroprod
Taneja Aerospace
Tanla Solutions
Tara Jewels Ltd.
Tarang Projects
Tasty Bite
Tata Chemicals
Tata Coffee Ltd.
Tata Communications
Tata Consultancy
Tata Elxsi Ltd.
Tata Global Beverage
Tata Investment
Tata Metaliks
Tata Motors Ltd.
Tata Power Co.
Tata Sponge Iron
Tata Steel
Tata Teleservices (M
TCI Ltd.
TCPL Packaging
TD Power Systems Ltd
Tech Mahindra Ltd.
Techno Electric & En
Technocraft Industri
Technofab Engineerin
Texmaco Infrastructu
Texmaco Rail & Engin
TGB Banquets
Thakkers Develo
Thangamayil Jeweller
The Byke Hospitality
The Ramco Cements
Themis Medicare Ltd.
Thermax
Thirumalai Chem.
Thomas Cook (I)
Tide Water Oil
TIL Ltd.
Tilak Finance
Tilak Nagar Ind
Time Technoplast Ltd
Timex Group India
Timken India Ltd
Tin Plate Co.
Tinna Rubber and Inf
Titagarh Wagons Ltd.
Titan Company
Torrent Pharmac
Torrent Cables Ltd.
Torrent Power Ltd.
Tourism Finance
TPL Plastech Ltd.
Transformers & Recti
Transpek Indus.
Tree House Education
Trent Ltd.
TRF Ltd
Tribhovandas Bhimji
Trident Ltd.
Trigyn Technolog
Trinity Tradelink
Triton Valves
Triveni Eng.&Ind.Ltd
Triveni Turbine
TTI Enterprise Ltd.
TTK Healthcare Ltd.
TTK Prestige L
Tube Investments
TV Today Network Ltd
TV18 Broadcast
TVS Motor Co. Ltd.
TVS Srichakra Lt
Ucal Fuel System
UCO Bank
Udaipur Cement Works
Uflex Ltd.
Ugar Sugar Works
Ujaas Energy
Ultramarine Pig.
UltraTech Cement
Umang Dairies Ltd.
Unichem Labs
Union Bank of In
Uniphos Enterprises
Unitech Ltd.

Ind.
Code

NSE
Code

76
25
25 SWANENERGY
38 SWARAJENG
34 SWELECTES
26 SYMPHONY
73
45 SYNDIBANK
70
TNPL
88
TTL
52
TAJGVK
24
TAKE
6 TALBROAUTO
63 TALWALKARS
41
TNPETRO
63
24
TANLA
30 TARAJEWELS
53
41
21
TATACHEM
75 TATACOFFEE
64 TATACOMM
24
TCS
24
TATAELXSI
75 TATAGLOBAL
47 TATAINVEST
54 TATAMETALI
9 TATAMOTORS
77 TATAPOWER
54 TATASPONGE
54 TATASTEEL
64
TTML
90
TCI
59
35 TDPOWERSYS
24
TECHM
77
TECHNO
54
TIIL
79 TECHNOFAB
25
TEXINFRA
39
TEXRAIL
52 TGBHOTELS
25
30 THANGAMAYL
52
THEBYKE
17 RAMCOCEM
73 THEMISMED
38
THERMAX
20 TIRUMALCHM
63 THOMASCOOK
58 TIDEWATER
39
TIL
47
12
TI
68 TIMETECHNO
26
11
TIMKEN
61
TINPLATE
82
39
TWL
26
TITAN
73 TORNTPHARM
13
77 TORNTPOWER
47
TFCILTD
76
78
TRIL
20
83 TREEHOUSE
81
TRENT
39
TRF
30
TBZ
88
TRIDENT
24
TRIGYN
67
6
86
TRIVENI
35 TRITURBINE
47
73 TTKHEALTH
26 TTKPRESTIG
29 TUBEINVEST
40
TVTODAY
40 TV18BRDCST
5 TVSMOTOR
91 TVSSRICHAK
6
UCALFUEL
45
UCOBANK
17
68
UFLEX
86 UGARSUGAR
36
UJAAS
32
17 ULTRACEMCO
41
73 UNICHEMLAB
45 UNIONBANK
89
UNIENTER
25
UNITECH

Ticker
533171
532478
532432
507458
532746
504212
519273
512070
526987
517146
511736
532765
513216
500254
534976
532953
533269
519156
532156
511431
532389
532090
500439
514175
502986
500465
533156
505232
523261
526953
520113
511389
532401
530961
519307
519373
524394
524200
517015
507880
511726
534741
532721
506146
509055
532411
516072
512067
532660
536128
511333
522122
532757
500575
509966
531266
532893
533023
503675
507410
524212
508494
523660
533452
532144
538538
514162
532553
508933
505412
500444
505533
590073
500238
526586
522029
514470
507685
532300
538268
505872
500095
532616
532368
532648
506720
505537
533287
532794
533339
532039
504067
505163
531404
503641
534742
500780
531335

Company

United Bank of I
United Breweries Ltd
United Spirits Ltd.
UnitedBreweries(Hol)
Unity Infraprojects
Universal Cables
Unno Industries
UPL
Urja Global
Usha Martin Ltd.
Ushdev Internati
Usher Agro Ltd.
Uttam Galva Steels
Uttam Value Steels
V Mart Retail
V-Guard Ind.Ltd.
Va Tech Wabag Ltd.
Vadilal Indus.
Vaibhav Global Ltd.
Vakrangee
Valecha Engineer
Vandana Knitwear
Vardhman Acrylics Lt
Vardhman Holdings
Vardhman Polytex
Vardhman Textiles Lt
Varun Shipping
Vascon Engineers Ltd
Veljan Denison
Venkys (India) Ltd.
Venus Remedies L
Vesuvius India
Veto Switchgears & C
Videocon Industries
Vijaya Bank
Vikas GlobalOne Ltd.
Vikas WSP
Vimal Oil & Food
Vimta Labs Ltd.
Vinati Organics
Vindhya Telelink
VIP Indus.
Vipul Ltd.
Virtual Global Edu
Visa Steel
Visagar Polytex Ltd.
Visaka Indus.
Visesh Infotecnics L
Vishnu Chemicals
Vishvjyoti Trading
Vivimed Labs
VKJ Infradevelopers
VLS Finance L
Voith Paper Fabrics
Voltamp Transformers
Voltas Ltd.
VST Industries
VST Tillers Tr
VTM Ltd.
WABCO India
Wagend Infra Venture
Walchandnagar
Wanbury
Warren Tea
Waterbase Ltd.
Weizmann Forex
Welspun Corp
Welspun Enterprises
Welspun India
Welspun Projects
Welspun Syntex
Wendt India
West Coast Paper
Westlife Development
Wheels India Ltd.
Whirlpool of Ind
Wim Plast Ltd
Windsor Machines
Winsome Textile
Wipro Ltd
Wockhardt Ltd.
Wonderla Holidays Lt
WPIL Ltd.
Wyeth Ltd.
Xchanging Solutions
Ybrant Digital
YES Bank Ltd.
Zandu Realty
Zee Entertainment En
Zee Learn Ltd.
Zee Media Corp
Zen Technologies Ltd
Zenotech Laboratorie
Zensar Technologies
ZF Steering Gear
Zicom Electronic
Zodiac Ventures
Zuari Agro Chemicals
Zuari Global
Zydus Wellness Ltd.

Ind.
Code

NSE
Code

45 UNITEDBNK
12
UBL
12 MCDOWELL-N
89 UBHOLDINGS
53
UNITY
13 UNIVCABLES
47
20
UPL
47
54 USHAMART
89
41 USHERAGRO
54
UTTAMSTL
54 UTTAMVALUE
81
VMART
34
VGUARD
38
WABAG
41 VADILALIND
63 VAIBHAVGBL
24 VAKRANGEE
25 VALECHAENG
88
88 VARDHACRLC
47
VHL
88 VARDMNPOLY
88
VTL
85 VARUNSHIP
25 VASCONEQ
22
50
VENKEYS
73 VENUSREM
63
VESUVIUS
13
VETO
26
VIDEOIND
45 VIJAYABANK
63 VIKASGLOB
63
33
VIMALOIL
63 VIMTALABS
20 VINATIORGA
14 VINDHYATEL
76
VIPIND
25
VIPUL
24
54 VISASTEEL
88
VIVIDHA
18
VISAKAIND
24 VISESHINFO
20
47
73 VIVIMEDLAB
25
47 VLSFINANCE
88
78
VOLTAMP
31
VOLTAS
41
VSTIND
10 VSTTILLERS
88
VTMLTD
6 WABCOINDIA
25
39 WALCHANNAG
73
WANBURY
75
4
47 WEIZFOREX
54
WELCORP
89 WELENTRP
88 WELSPUNIND
25
WELPROJ
88
38
WENDT
70 WSTCSTPAPR
47
6
WHEELS
26 WHIRLPOOL
76
39 WINDMACHIN
88
24
WIPRO
73 WOCKPHARMA
63 WONDERLA
38
73
WYETH
24 XCHANGING
24
44
YESBANK
25 ZANDUREALT
40
ZEEL
24
ZEELEARN
40
ZEEMEDIA
24
73
24 ZENSARTECH
6
34
ZICOM
47
43
ZUARI
43 ZUARIGLOB
41 ZYDUSWELL

Personal Copy of Sundar Narayanaswamy

NOV 3 - 16, 2014 DSIJ.in

49

Personal Copy of Sundar Narayanaswamy

Cover Story

he picture in the rear view mirror may not


be all that pleasant for the automobile
industry in India. The windshield,
nonetheless, is showing industry is gearing
for brighter days ahead after lacklustre
performance in the last couple of years.
Although, total domestic sales of
automobile had increased by three per cent
on yearly basis in 2014, overall growth
figure masks the disappointing sales
recorded underneath by various segments.
Two wheelers, which constitute 80 per
cent of total sales by a number of units,
recorded yearly growth of seven per cent
that helped to pull the entire growth
number for the industry. The other three
broader segments, i.e. passenger,
commercial vehicles and three wheelers, all
saw a decline in the number of units sold in

FY09-14 compared to what they sold last


year. The reasons for such lacklustre
performance is mostly attributed to
weakening economic growth apart from
higher interest rate, increased excise duty,
rise in fuel prices and muted infrastructure
activity.
The fortune of auto industry is closely tied
with economic activity and is reflected in
the performance of the economy and
industry. The auto industry had seen a
strong annual growth of 21.3 per cent over
a period of 20-12 when economy grew at
average rate of eight per cent. Nonetheless,
in next two years GDP growth rate fell
below five per cent and growth slumped to
average three per cent. The BSE Auto index
tracking the share performance of major
auto companies saw two per cent drop in
its value for the year ending March 2014.
The good news is that economy seems to be
turning corner now and growing at 5.7 per
cent for the first quarter of 2015, highest in
previous nine quarters. The acche din for
economy seems to be coming, what does
this holds for the auto industry and their
stocks. The BSE Auto Index has already
appreciated by more than 40 per cent year
till date on the anticipation of smooth ride
for the auto industry going ahead. Autos,
the early cycle outperformer, have already
run ahead of their financial performance. Is
this a euphoria created by the overall better

14805

Yearly Sales Performance ,of Different Segments


In FY14 ( 000)

13797

FY13
FY-14

2686

2503
793

50

DSIJ.in NOV 3 - 16, 2014

632

538

479

Share of Different Segments In The Entire


Auto Industry (FY14) (%)

33
14
80

Two Wheelers
Passenger Vehicles

Commercial Vehicles

Three Wheelers

sentiment in the economy or something


materially is changing on the surface. Our
story will try to find out what is happening
at ground and which are the right pockets
of investments?

COMMERCIAL
VEHICLES:
The commercial vehicle (CV) segment was
impacted most in the entire auto segment
due to the slowdown in the economy. After
clocking a sales growth of 39 per cent in
2010, when the economy was operating at
full throttle, the growth in this segment
seemed to hit a road block after weakness
in economic activity. It has continuously
seen a fall in the growth rates since 2010
and for last two financial years that is for
FY13 and FY14, the growth rate dropped
to negative two and twenty per cent
respectively.
The latest figure, nonetheless, is showing this
segment is coming out of down cycle after
two years of demand contraction. For the
month of September sales of CV has, though,
remained flattish on yearly basis it has
increased on monthly basis. The reason for
muted performance on yearly basis was the
dull show by light commercial vehicle (LCV)
one of the important constituent of CV
segment. The other major segment medium
and heavy commercial vehicle (MHCV) did
well in the same period. Sales of LCV for the
month of September 2014 fell by 9.2 per cent
OCT 20 - NOV 2, 2014 DSIJ.in

50

Personal Copy of Sundar Narayanaswamy

optimism in the truck freight market in which


fleet owners have started exploring and
planning fleet replacement so that when in
the near future the stalled infrastructure
projects resume activity, these fleet owners
will be able to capture business. This clearly
signals that demand for commercial vehicle
will be sustained and will be more in medium
and heavy truck segments.

Sales Trend of Commercial Vehicle In Last Five Years (%)

39
29
18
-2

PASSENGER
VEHICLE

-20
Sales Growth of Commercial Vehicle In Last One Year
Segment wise
growth

Sept
2014

Sept
2013

yoy
%

Aug
2014

mom
%

YTD
FY15

MHCV

18,706

15,377

21.60

16,843

11.10

103,980

102,399

1.50

LCV

39,175

43,148

-9.20

33,575

16.70

202,737

262,294

-22.70

Commercial vehicles

57,486

58,039

-1.00

49,962

15.10

303,710

363,221

-16.40

YTD FY14

yoy
%

Souce: Company

to 39715 units compared to 43148 units in the


same month last year.
The fall is less compared to the double digit
fall that this segment witnessed in the month
of August. MHCV, however, has seen a
strong rebound in sales in the month of
September and grew strongly by 21.6 per cent
on yearly basis and recorded total sales of
18706 units. This was led by better
performance in the Truck segment that
witnessed the highest pace of growth (up 27.9
per cent), while the MHCV Bus segment
continued to report a decline (down 1.7 per
cent on YoY basis) in September 2014. What
is encouraging to note is that on sequential
basis sales of CV has increased by 15 per cent
and both segment that is LCV and MHCV
has witnessed increase in volume.
If we analyse the data company wise, it is Tata
Motors that has led to the fall in the volume
of LCV. Tata Motors, which is market leader
in LCV segment of sub one tonne segment,
saw its sales volume dropping by 23 per cent
on yearly basis for the month of September
2014. In contrast, the MHCV segment of the
company grew by 18 per cent in the same

time and this is the second consecutive


month of growth for the MHCV segment.
Rest all other major players in the CV
segment saw both their segments (LCV and
MHCV) growing on yearly basis. The best
performance was put by Ashok Leyland
among CV segment that grew by 27.1 per
cent on yearly basis for the month of
September.
The reason for such performance was
improvement in freight rates across key
routes, expectations of pick-up in investments
in infrastructure as well as manufacturing
space along with renewal of mining activities
in some parts of the country suggest that the
down cycle in MHCVs has bottomed out.
According to a report by Indian Foundation
of Transport Research & Training (IFTRT),
truck rentals or freight rates have improved
by 4-5 per cent in the month of September
2014 on account of movement of agroproducts and higher dispatches by SME
manufacturing units into trading centres to
increase inventory for the ongoing peak
festival season.
The same report also highlights about the

The sales of passenger vehicle (PV), which


include passenger cars, utility vehicles (UVs)
and vans, has seen a remarkable recovery in
the first six month of FY15 after witnessing a
drop of seven per cent in the previous year.
Infact sales growth of PV has been on decline
since FY12.

However, the tide seems to be turning for


PV segment in last six months. The PV
segment grew by nine per cent on yearly
basis during the month of September 2014.
This is the fourth consecutive month of
double digit growth for this segment,
which has helped the segment to grow at
11.5 per cent for the first half of FY15. The
increase in sales was both sequential as well
as on yearly basis. The key driver of this
segment growth in H1FY15 was volume
contribution of new models launched over
the last one year. It is estimated that new
brands contributed to one-third of
incremental volumes of the PV industry as
a whole in H1FY15. Some of the new PV
brands introduced over the last 12 months
including Maruti Suzuki Celerio, Hyundai
Grand i10, Hyundai Xcent and Honda
Mobilio were amongst the primary
contributors to incremental volumes in the
last six months. What also helped
companies to post better number is heavy
discounts being offered by them on a large
number of PV models. Among the
passenger car, it is the compact subsegment that includes vehicle like Xcent
and Amage has witnessed best growth in
the six month ending September 2014
>>> To be continued on page no 53
NOV 3 - 16, 2014 DSIJ.in

51

Cover Story

Personal Copy of Sundar Narayanaswamy

Economy Linked To Growth Of Auto Industry @ 8.5%


R C Bhargava
Chairman, Maruti Suzuki

Indias largest carmaker


Maruti Suzuki India (MSI)
states that a 4-5%
economic growth is not
good enough for the
auto industry to grow at
an ideal rate. Secondly,
this sector needs a lower
ination. In addition to
this, structural and legal
hassles in doing business
are other challenges that
are needed to be
addressed. A rate cut
will be a shot in the arm
for the industry. So folks
do enjoy the bumpy
ride.

52

DSIJ.in NOV 3 - 16, 2014

In the existing year Maruti Suzuki has


managed to stay ahead of competition in
small and premium small car segments
performing well. Up ahead how do you
expect the growth of small car segments
to be and would that result in achieving a
robust market share in future also?
I think the small car segment will continue
to be the most important automobile sector
in the country. We wont become Chinalike market, where big cars rule the roost.
In India surely small cars will continue
remain the dominant sector in future. For
Maruti Suzuki also it is a very important
segment, but it is very difficult to comment
on market share as different times and
circumstances come into play and I dont
want to comment on future prediction
about market share.
Of late we have seen some spurt in
automobile sales. In future do you foresee
this growth to be sustainable?
First of all there is no substantial growth in
sales till now and, if you ask me, then
certainly I expect much higher growth in
coming years. As the economy grows, auto
industry too will grow. If we compare
todays growth with past years then we have
to keep in mind that today our base is quite
large, so to achieve a growth of say 10% is
quite difficult. On the other hand our
industry is very much linked to the growth
of economy. Now if our economy is
expected to grow at 6.5% next year then I
would imagine that the car industry would
probably grow by 8% to 8.5% and,
compared to the growth we had in last 2-3
years, a growth like that would be good for
the industry. I surely believe that the car
industry has bottomed out as some growth
has come and the industry is not nearing its
end now nor in future also.

How do you expect the premium Sedan C


segment to grow in the coming fiscal year
after the launch of new CIAZ model by
the company? Are you planning to launch
more models in this segment?
You have to first understand that CIAZ is
not a new segment at all for Maruti Suzuki
and it has been launched in the same
segment of SX4 and erstwhile Baleno. So
we are already present there and now the
company has given a premium feel to this
segment with the launch of new CIAZ. We
are obviously bullish on this segment but as
far as launching new models are concerned,
we usually dont comment on that strategy
of the company.
Rate of interests is still a concern for the
automobile sector but with decline in CPI
and WPI do you foresee a rate cut in the
near future and its impact on the auto
sector?
Certainly high rate of interest is one of the
main concern for the automobile sector as
it is for any other industry. Currently some
indicators of the economy like inflation do
point out that the rate of interest would
come down, but nobody can say when it
would happen. If inflation continues to
decline and remains down and if RBI is
confident that inflation wont flare up again
then surely there would be a rate cut.
If it happens then it would be a big respite
for all industries, including the automobile
sector, as it reduces the cost of car
ownership. We have to keep in mind that
due to rate cut, affordability of a car
increases but it is not the only factor that it
will improve the sales of cars dramatically.
Surely it will be a big positive. We have to
keep in mind that rate of interest is
dependent upon supply and demand, the
monetary policy of the country. If there is a

Personal Copy of Sundar Narayanaswamy

rate cut then it would be the right shot for


the industry as a whole.
What are the two main concerns that
currently affect the growth of automobile
sector?
I think the first concern of the industry as a
whole is the low economic growth. It affects
all sectors including the automobile sector.
Growth of economy has to be higher for
any industry to grow at a brisk pace. In fact
it is big a concern that the current
economic growth is much lower than what
it should be. A 4-5% economic growth is
not good enough for the auto industry to
grow at an ideal rate. Secondly automobile
sector needs a lower inflation. In addition
to this structural and legal hassles in doing
business are other challenges that are
needed to be addressed. The new
government under Prime Minister
Narendra Modi is trying to do just that.
Actually thats all part of the package to
make doing business easier. If doing
business becomes easy then it will lead to
reduction in the cost of doing business in
the country, which ultimately leads to more

affordable products to the consumers. We


have to understand that manufacturing is
all about competitiveness and what Mr.
Modi is trying to make industry more
competitive.
Compact SUV segment is growing fast,
do you think this segment is sustainable
and what is your strategy for the same?
We are also planning to enter into the
segment of compact SUV and it will enter
the market in 2016. I am hopeful this
segment will continue to grow in next 5
years. In fact, if you ask me, then big
expensive Sedans and SUVs market will
also grow in coming times along with small
car segment but in proportion to overall
market they will still remain low.
What kind of capex will Maruti
undertake in coming 2-3 years and what
is capacity building plan?
Our annual capex usually remains around
`4000-5000 crore per year and it will
continue on the same line. As far as
capacity building is concerned there is no
more space for expansion in our Gurgaon

>>> Continued from page no 51

The major listed player expect for the Tata


Motors saw increase in the passenger car
sales in the month of September 2014 and
leading the pack is the market leader
Maruti Suzuki, which saw its domestic PV
sales increasing by almost ten per cent on
yearly basis followed by M&M that saw its
sales volume increasing by 5.2 per cent.
The laggard in this segment is Tata Motors
that saw its PV sales volume declining by
7.1 per cent for the month of September on
yearly basis.

28

3
-7

Sales Growth of Passenger Vehicle In Last One Year


Segment

Sept
2014

Sept
2013

yoy
%

Aug
2014

mom
%

YTD
FY15

Passenger Vehicles

192,101

176,276

184,727

1,065,456

How do you take the fierce competition


in the sector, is it a threat to your
leadership?
Competition is always good for any
industry, consumers and everybody else.
So there should be competition in all
industries. If some companies are not able
to face up the competition, market will
ensure that they wind up shop, but as long
as competition is there it will ensure that
everybody in the market will work hard
and remain smart.
while mini and mid size segment has
witnessed fall in the growth due to
changing customer preferences.

Sales Trend of Passenger Vehicle In Last Five Years (%)

26

and Manesar plants in Haryana. The next


phase of capacity building is expected in
our Gujarat plant. As all cars plants come
up in a phased manner, the first phase of
2.50 lakhs cars capacity in Gujarat plant
will come up by the middle of 2017. Also
going by the amount of land we own in
Gujarat, the total potential capacity of that
plant could go up to 1.5 million cars, which
obviously takes years to come. Production
mix of our future capacity will be
dependent on market condition and
whatever products the market require, we
will produce there.

YTD FY14
955,894

yoy
%
11.5
Souce: Company

Going ahead we feel that the momentum


may continue and the latest sales volume
during the month of October fully support
this. Although, companies are yet to
announce their October sales volume,
dealer checks suggests that most car
NOV 3 - 16, 2014 DSIJ.in

53

Personal Copy of Sundar Narayanaswamy

Cover Story
companies has seen around 20 per cent
increase in sales in the month of October
2014. In addition to the pickup in economy
what is supporting this sales increase is drop
in fuel prices and stable interest rates all this
leading to increase consumer confidence.

TWO WHEELER
The Indian two wheeler industry, largest in
the world in terms of volumes, is the only
pocket that has been able to show a
continuous increase in its volume in last
five years ending March 2014. The two
wheeler segment has grown at a CAGR of
15 per cent for the five year ending FY14

Sales Growth of Two Wheeler In Last One Year


Segment
Two wheelers

Sept
2014

Sept
2013

yoy
%

Aug
2014

mom
%

YTD
FY15

YTD
FY14

1,724,544

1,374,860

25.4

1,528,668

12.8

9,105,683

7,653,075

In terms of sales by company, Hero


MotoCorp continues to remain the leader
with a share of more than two-fifth at the end
of 2014-15. For the first six month of FY15,
company sold 14.5 per cent more unit than
what it sold in the same period last year. In
H1FY15 company sold more than 34 lakh
units. In terms of growth, TVS Motor has
exhibited best growth among the listed
players. The cumulative sales unit for first half
of this financial year stood at 1239133 units,

26

14
7
3

and unlike other segments that have shown


a negative growth during last year, sales of
two-wheeler segment in India has
increased by seven per cent.
In the first half of 2015, the two-wheeler
industrys growth was even stronger with
sales volumes expanding by a healthy 19 per
cent on yearly basis, the fastest pace of growth
in last four years. While strong demand for
scooters that contributed a little more than
quarter of total domestic two-wheeler sales of
the industry has been the primary driving
force behind overall two wheeler industry
expansion in the last few years, the
motorcycle segments contribution to this
segment growth gained momentum in the
same period by virtue of greater replacement
demand and new model launches by various
original equipment manufacturers (OEMs).

54

DSIJ.in NOV 3 - 16, 2014

19.0

Souce: Company

Sales Trend of Two Wheeler In Last Five Years (%)

26

yoy
%

an increase of 28 per cent from last year same


time. The other leading Indian two-wheeler
OEM namely, Bajaj Auto has experienced a
tepid growth in their two wheeler segment
(including exports) in the first half of FY15.
The company posted volume growth of mere
3.8 per cent on yearly basis for H1FY15.
Going forward this segment will continue to
grow at around ten per cent. This will be
supported in short term by replacement
demand, however, in longer term, there are
various structural positives attached with
domestic two-wheeler industry like that will
drive the future growth of the industry. Some
of them are favourable demographic profile,
moderate penetration levels growing
urbanization and large opportunity available
to grow presence in overseas markets, mainly
Africa and Latin America.

OUTLOOK AND VALUATION:


The worst seems to be behind for the auto
industry and all the headwinds that hindered
the demand for the sector are fading away.
Interest rate, one of the most important
factors in determining the demand for the

Pawan Munjal

Vice Chairman, Chief Executive Officer and Managing Director, Hero MotoCorp

We have lined up total


00
investment of over `5000
ng
Cr across the globe, including
the manufacturing plants in
Colombia and Bangladesh, and
the new plants coming up att
h
Gujarat and Andhra Pradesh
and the Hero Global Centre for
Research & Design at Kukas in
sh
Rajasthan. We are very bullish
about the future.

Personal Copy of Sundar Narayanaswamy

autos has remained stable for some time now.


Moreover, the recent trends in the inflation
measured by both wholesale price index
(WPI) and consumer price index (CPI) are
coming down fast, which will give the central
bank the leeway to cut interest rate. If we
analyse the yield movement of bonds, it
indicates we may see cut in key policy rates
earlier than expected. This will definitely help
to boost demand for the auto industry.
The moderation in interest rate will also
accelerate the infrastructure activity that has
high co-relation with the CV sales. What will
also fuel the demand for the autos is the fall in
the crude oil prices, which are already trading
at two year low and is likely to remain at the
subdued level for some time now. Moreover,
one should not forget that demand in the

sector has remained subdued in last few years


that has already led to the pent up demand.

forward earnings compared to average


historical PE of 14.5x and 17x respectively.

All this augurs well for the auto industry


going forward. Therefore, outperformance of
auto companys share prices in last one year is
not without any reason and hence has been
one of the best performing sectors.
Regardless, as we explained earlier auto
stocks are early cycle outperformer and
almost all auto stocks performed well.
The rise is so much so that many of them are
trading at valuation that is premium to their
historical valuations. For example shares of
Maruti Suzuki and Eicher Motors are
currently trading at price to earnings (PE)
ratio of more than 22 and 33 times of their

Infact all the major listed players except for


Tata Motors are trading at their above
average historical valuation. Ideally this
should call for caution on part of investors
towards the auto stocks. Nevertheless, we
believe that valuation multiples to remain at
this level or might go up even from this level
as we expect demand environment to
improve from here on and that will drive
earning upgrades for auto companies that in
turn provides comfort to the rich valuations.
Therefore we remain positive in the sector
and these are the stocks we believe will
outperform the sector and market going
DS
forward.

Tata Motors

Maruti Suzuki

Eicher Motors

BSE Code
500570

BSE Code
532500

BSE Code
505200

CMP

CMP

CMP

`526.00

` 3205

`12579

Face Value `2
Equity: `643.78 crore

Face Value `5
Equity: `151.04 crore

Face Value `10


Equity: `27.09 crore

Exposure to premium car markets through JLR is


a prime factor behind Tata Motors being our value
pick in automobile segment. JLR is slated to be
operationally stronger in the next ve years with
double digit growth (around 18-20 per cent CAGR).

Maruti dominates the passenger vehicle market


in India and with demographic trend favouring
Indian markets Maruti Stands beneted. We feel
in vicious circle of penetration, volume, price and
cost Maruti is much ahead of domestic as well as
foreign competition.

There are two advantages for Eicher Motors, rst


is secular growth in bikes and cyclical demand
recovery in commercial vehicles. Its brand Royal
Eneld motorcycles in already on fast lane and
still accelerating.

Volume growth would be good which is expected


to increase from current levels of 60000 in FY14
to around 200000 in FY19. Here also the diverse
manufacturing base in China, UK, Brazil, Saudi
Arabia and India would add to benets.
A meaningful recovery is expected in next six
months in Indian truck business. This would help
the company better margins as till date the Indian
truck business was suffering losses.

Maruti appears best placed in the car industry


to benet from an improvement in the demand
outlook. Further key competitors VW, Ford,
Toyota struggling to maintain growth after the
initial euphoria.
There are few gaps in products like no presence
in SUV markets and diesel vehicles. But we feel
advantage of diesel is waning as diesel is being
put equal to petrol. Maruti plans to ll white
spaces in its portfolio as it plans to launch 12 new
vehicles in the next ve years.

Apart from this, Volvo-Eicher (VE) Commercial


Vehicles focuses on from mass to premium
product. And its Volvo-Eicher (VE) Powertrain is
also a highly protable growth engine.
On the nancial front, its Healthy balance sheet
and strong cash-ow generation is as an Added
advantage. Though the counter trades at premium
valuation, we feel quality stock usually enjoy
higher valuations.

NOV 3 - 16, 2014 DSIJ.in

55

Personal Copy of Sundar Narayanaswamy

Brokers Blurb
Commodities
Soybean:
Prices To Sprout New Fronts
Soybean prices are expected to recover from lower levels boosting a signicant rise in its demand. Also, with
new crop entering the markets, revival is on cards for soy meal exports from India, a possible support to prices
which of late had witnessed a drastic glut globally, says Naveen Mathur, Associate Director, Commodities and
Currencies, Angel Broking.

month of the year, prices were in the grip of


bulls on reports of substantial crop damage
in India as well as fall in the yield of the
crop in South America due to adverse
climatic conditions in both the regions.
However, with the commencement of
sowing in the US in May, prices started to
decline from higher levels on expectations
of a bumper global crop. Prices continued
to remain weak.
India is the largest consumer of edible oils
in the globe and is largely dependent on
imports to meet its domestic requirements.
Currently, India imports more than half of
its total domestic edible oil for
consumption.

56

omestic as well as global


soybean markets have
witnessed good volatility in
2014 on host of various
factors. In the first four

DSIJ.in NOV 3 - 16, 2014

Soybean is the largest produced edible


oilseed in India and holds a giants share of
about 40 percent of the countrys total
oilseed production. Being a kharif crop,
sowing of the oilseed begins in June
through July while harvesting takes place

between September and October.


Upon crushing of soybeans, about
18 per cent oil is obtained while the
remaining 82 percent is soy meal. Soy oil
can be used for both human consumption
as well as industrial purposes while soy
meal is used as a feed for poultry and
livestock.
Soybean planting in 2014-15 season
commenced late due to below normal and
late revival of rains. The total area covered
under soybean declined about 10 percent to
11.02 million hectares compared with 12.22
million hectares last year. The government
expects soybean output this year marginally
lower at 118.15 lakh tonnes vis--vis 119.89
lakh tonnes as in last year. Late rains helped
improve the yield and proved beneficial to
the late sown crop. The output of total
kharif edible oilseeds is expected to decline
from 224.07 lakh tonnes to 196.64 lakh
tonnes, largely due to sharp decline in the
output of groundnuts.

Personal Copy of Sundar Narayanaswamy

On the price front, soybean prices in the


domestic markets rose from `3483.50 per
quintal in January 2014 and reached a high
of `4855 per quintal towards April end as
unseasonal rains damaged the crop
significantly. But from May onwards, taking
cues from overseas markets, prices started
to decline. A sharp drop in soy meal exports
from India, due to bearish sentiments in the
global markets and gradual pickup in
sowing, added to the downside pressure.
Prices on the NCDEX futures touched
`2871 per quintal in October, the lowest
since July 2013.
In the global markets, the US is poised
for yet another year of record output.
The USDA pegs soybean output at
106.87 million tonnes, up 14.5 percent
on a year-on-year basis. The total area
covered under soybean had increased 8.6
percent to 33.752 million hectares. Good
rains and favorable climatic conditions
in major soybean growing regions,
especially in the Midwest, have helped
boost the yield.
Planting of soybean has commenced in
Brazil and Argentina, the worlds second
and third largest producers. The initial
targets from various agencies forecast
record sowing and output from both the
nations. The USDA had forecasted soybean
output in Brazil and Argentina at 94 million
tonnes and 55 million tonnes, compared to
86.7 million tonnes and 54 million tonnes

Going forward, soybean prices are expected


to recover from lower levels as demand
for soy oil will lead to a signicant rise in
the demand for soybean. Lower output of
domestic edible oils will lead to an increase in
demand for soybean oil.
respectively last year. However, dry weather
and drought fears in the soybean belts of
Brazil have led to delay in sowing and may
bring down the total acreage, playing a
spoilsport.

supplies pushed up the prices. Also cheaper


soy meal from other leading exporters,
viz. Brazil and Argentina in the markets
led to a drastic fall in export demand
from India.

Soybean prices on the CBOT gained from


1260 cents per bushel in January 2014 to
1536 cents per bushel in May. Thereafter,
prices declined sharply to 904 cents per
bushel in the start of October, the lowest
levels since February 2010. Higher sowing,
favorable climatic conditions and
expectations of a record crop have been
attributed as the main reasons for the sharp
decline in the prices. Prices on the CBOT
have recovered significantly from lower
levels in the last couple of weeks due to slow
harvest, rains and strong export demands
for soybean and soy meal.

Another important factor that led to a


decline in Indias soy meal exports was the
lifting of trade sanctions on Iran imposed
by global economic powers. Iran stopped
purchasing soy meal from India and looked
to South America for its requirements.
Indias soy meal exports in the current
financial year (April till September 2014)
declined sharply 87.3 percent to 111,027
tonnes, compared with 873,481 tonnes
during the corresponding period last year.
Going forward, soybean prices are expected
to recover from lower levels as demand for
soy oil will lead to a significant rise in the
demand for soybean. Lower output of
domestic edible oils will lead to an increase
in demand for soybean oil. Also, with the
new crop entering the markets, there are
expectations of revival of soy meal exports
from India, which may also be supportive
for the prices.

India is a significant exporter of soy meal in


the global markets. But higher domestic
prices and lower availability due to tight

Prices on the CBOT have recovered


signicantly from lower levels in the last
couple of weeks due to slow harvest, rains
and strong export demands for soybean
and soy meal.

Currently Soybean December Futures


which are trading at `3135 per quintal may
move up to around `3350-3400 levels in the
coming few weeks. The pressure of the new
crop arrivals may, however, cap sharp
upside movement in the prices. On the
lower side, support may be seen around
DS
`3000-2900 per quintal.

(Naveen Mathur is Associate Director of the Commodities & Currencies businesses at Angel Broking. With a rich industry experience of about 19 years in financial
markets, he has been associated with commodities trading right from 2003, the year when two online commodities exchanges started trading activities.)
(The views and opinions expressed herein are those of the author and do not necessarily reect the views of Dalal Street Investment Journal.)

NOV 3 - 16, 2014 DSIJ.in

57

Special Report

Personal Copy of Sundar Narayanaswamy

Commodities

Petroleum Reforms Set


The Right Course For Companies
Now with deregulation
in diesel coming and
direct cash transfer of
LPG subsidy taking
shape, the benet has
impacted the stock
prices of IOC, BPCL and
HPCL as they are now
trading at their 52
week high and this
gain will continue as
crude is expected to
remain low in the
medium term also.

t last government has bit the


bullet and fully deregulated
the much anticipated diesel
prices that will surely help
the government in taming
fiscal deficit even below the target of 4.1 per
cent in the current fiscal year. In fact it is
mooted as the biggest reform of recent
times as it will help to plug the ever
widening oil subsidy bill which stands at
`85500 crore (government share including
previous year arrears) for 2014 and
budgeted at `63400 crore for current fiscal
year.
Also there couldnt be an opportune time
than this when crude prices are declining
and already corrected by around 25%
during 2014. It is because of this window
that even after decontrol of diesel prices,
prices went down by `3.37 per litre. Also as
Brent crude dropped to 4 years low to
USD 83 per barrel and Goldman Sachs
slashing the 2015 forecast to less than

58

DSIJ.in NOV 3 - 16, 2014

USD 80 per barrel, it is certainly a kind of


windfall for the government, which was
under pressure regarding oil subsidy and
ever increasing fiscal deficit since last 4-5
years.
As soon as the government announced
total decontrol of diesel prices, scrip of oil
marketing companies like IOC, BPCL and
HPCL ballooned to their 52 weeks high, to
levels never seen before. Importantly, UPA
government has initiated the process of
partial decontrol of diesel in January 2013
by putting in place a mechanism of 50
paisa/litre increase per month on diesel and
prices have matched the market price in
September 2014. Upstream companies like
ONGC and Oil India also got a kind of
booster dose with this announcement as
they have to share the oil subsidy burden
along with government, putting their
finances in disarray.
In fact during 2014 ONGC had shared an

oil subsidy of whopping `56383 crore in the


form of discounts to OMCs. What is more
disturbing is that ONGC has alone paid
subsidy of more than `2.72 lakh crore
during the last 10 years, denting its
profitability in a big way and even forcing it
to withdraw money from its cash reserves
for the operational expenses.
DECONTROL: WHAT IT MEANS FOR
OIL MARKETING COMPANIES
First and foremost beneficiary of diesel
price decontrol are the State-run oil
marketing companies as they have to first
sell subsidized diesel to the consumers and
this under recovery will be compensated by
the government and upstream companies
afterwards in the form of cash and subsidy
discounts. If we take into account the total
under recovery on account of subsidised
diesel, LPG and Kerosene for 2014 then it
ballooned to around `1.40 lakh crore, out
of which `70772 crore was shouldered by

Personal Copy of Sundar Narayanaswamy

the government and the rest `67021 crore


shared by upstream companies. In addition
to this `2076 crore was absorbed by OMCs,
hitting them below the belt.
If you see diesel share in this under
recovery stands at whopping `63000 crore
during previous fiscal, which will now be
saved benefitting both petroleum
companies and government.
Clearly next year oil subsidy would be
much lower, helping the government to
tame crucial fiscal deficit that is budgeted
at 4.1%, commented a petroleum
ministry official.
Considering this, the government is quite
hopeful that the current fiscals subsidy bill
would be considerably lower than the
previous year of `1.40 lakh crore and vague
estimates shows that it will be around
`85000 crore this year. During the first half
itself under recovery stands at around
`49900 crore, out of which diesel subsidy
accounts for `11900 crore while kerosene
and LPG subsidy remained at Rs14500 and
23500 crore respectively.
Now with deregulation in diesel coming
and direct cash transfer of LPG subsidy
taking shape, OMCs are expected to save
great amount cost in terms of interest
burden that they have to incur to finance
under recoveries as well as under recovery
absorption. Important to note that
government usually gives cash subsidy to
OMCs in tranches but to finance under
recovery in between OMCs have to resort
to funding involving interest cost. Already
this benefit has impacted the stock prices of
IOC, BPCL and HPCL as they are now
trading at their 52 week high and this gain
will continue as crude is expected to
remain low in the medium term also.
UPSTREAM COMPANIES WILL GAIN
BUT GAS PRICE REFORM IS A
DAMPENER
Though due to deregulation of diesel prices
upstream companies like ONGC and Oil
India also set to gain as they have to
shoulder much lower burden of under
recovery, Gas price reform introduced by
the NDA government may proved to be a
dampener as increased price of USD 5.61

PRIVATE OPERATORS WILL ENTER INTO RETAILING!

here is another angle to this deregulation of diesel. It leads to an end to the era of
subsidized fuel and will in turn lead to re entry of private operators into oil marketing
space. Already companies like Reliance Industries, Essar Oil and Shell are mulling their
retail foray and waiting for some clarity from the government. They want some crystal
clear position of the government over the complete decontrol of petrol and diesel as they are
treading consciously this time over any kind of cap on price of petrol and diesel in the matter
of sudden spurt in the price of crude as happened in 2004 by UPA government, quips government official. If this clarity comes that decontrolled regime would stay even if crude price
go haywire them surely Indian oil marketing space will see enormous activity as happened in
post 2002 scenario, when Vajpayee Government decontrolled the oil marketing space.
This certainly a big booster for the industry as private players will bring in more competition
into the space. In the past also due to their aggressive pricing and better services private
players were able to corner 15-16% market share before going for an abrupt closedown due
to the reintroduction of subsidized fuel regime in 2004, which made their petrol and diesel
unviable in comparison to subsidized fuels of government controlled OMCs. This may happen
again, which clearly signals a big threat for the OMCs and they should improve their services
in the marketing space. But overall consumer set to gain due to competition.
per mmBtu from USD 4.2 per mmBtu is
much below the earlier suggested price of
USD 8.4 per mmBtu by the UPA
government. Government officials are
explaining that this increased price
effective from November 1, would be a
win-win for both exploration companies as
well as consumer. CCEA has taken both
into account before deciding about this
crucial matter.
Even at USD 5.61 per mmBtu price,
companies like ONGC and Oil India set to
gain by a huge margin. ONGC sources are
of the opinion that company will gain
`4000 crore for every dollar increase in
price, so with this increase company is
slated to gain more than `6000 crore
annually. On the other hand this increased
price of gas will not apply to Reliance
Industries KG D1 and D3 fields as there is
an arbitration process going on between
government and RIL over the production
from the fields. The differential amount
between the old price and new price will be
deposited into a gas pool account till the
matter will be decided. This price increase

will certainly benefit the exploration


sectors as foreign investors are waiting
for some clarity over the pricing issue.
Now with this increase more investment
would come into Indian oil and gas
exploration sector as government is gearing
up for next round of NELP auction,
informs the ministry official. In all
probability government wants to change
the revenues sharing mechanism from the
current cost plus production sharing
contract (PSC) to revenue sharing model,
he added.
Considering this upstream companies like
ONGC, OIL India and big refiners like RIL
and Essar Oil are set to gain in coming
times, if not now and with more clarity
coming about the quantum of gain they
incur, their stock price will certainly
showcase the gain. Also as government has
put a window of reviewing the Gas price
every six months, it will again benefit the
exploration companies. Considering that
investors can now hold on to these scrips as
reforms ball has been set rolling in
DS
the sector.
NOV 3 - 16, 2014 DSIJ.in

59

Personal Copy of Sundar


Narayanaswamy
Investment
Horizon
Query-Specific

QueryBoard
GODFREY PHILLIPS INDIA

IFCI

Presently, I am holding 15 shares of Godfrey Phillips


India at a price of `3490. Should I continue to hold
or sell them?

I am holding 5000 shares of IFCI at a price of `28.


What should I do?

- Shakuntala Sarda, Chennai


HOLD

-Raj Kumar, Email

BSE/NSE Code

500106/ IFCI

`10

Face Value

`10

`2862

CMP

`35.50

52-Week

High `3,660.60/Low ` 2500

52-Week

High `44.90/Low `21.80

Your Current
Prot/(Loss)

(18 per cent)

Your Current
Prot/(Loss)

26.79 per cent

BSE/NSE Code

500163/ GODFRYPHLP

Face Value
CMP

odfrey Phillips India (GPIL) is one of the largest players in


the domestic cigarette industry. The companys business can
be categorized into two segments, i) Cigarettes & Tobacco
products and ii) Tea & Related Products. The cigarettes & tobacco
products segment accounts for 88.9 per cent of GPILs total revenue.
GPIL surged ahead 10 per cent to `2,895 after reporting a over
three-fold jump in net profits at `80 crore for Q1FY15, mainly due to
lower employee cost and advertisement expenses. The cigarettes and
tobacco products maker had profit of `23 crore in the same quarter
last year. Net sales grew 13.8 per cent at `683 crore during the
quarter under review as against `600 crore in the corresponding
quarter of the previous fiscal.
The increase in excise duty on cigarettes in the range of 11 to 72 per
cent in the Union Budget presented on July 10, 2014, had a bearing
on the financial performance of the company in the remaining part
of the year. However, GPIL is scaling up its other businesses like Tea,
Confectionery, Chewing tobacco and Retail rapidly by making huge
investments and expects them to perform well. From last three years,
the company has been paying consistent dividend of `40 per share.
Recently, the company has approved a proposal to split each equity
share of `10 face value into five shares of `2 face value. Therefore, we
suggest you to hold the counter for long term perspective.

HOLD

overnment owned NBFC Company, IFCIs PAT increased


by 13 per cent to `508 crore in FY14 as against `451 crore
during FY13. Its profitability profile remains moderate, as
reflected in PAT, to average total assets (ATA) of 1.9 per cent. Return
on net worth of 9 per cent during FY14 impacted negatively by
sizeable credit provisioning (1.8 per cent of ATA) and impact of high
NPAs on lending yields. IFCIs profitability profile during FY14 is
supported by adequate level of NIMs (around 2.8 per cent) &
non-interest income (0.5 per cent of ATA), profit on sale of
investments (1.4 per cent) and low operating expenses (0.4 per cent).
In Q1FY15 IFCI reported PAT of `94 crore as against `55 crore in
Q1FY14. PAT/ATA and return on net worth, respectively, dipped to
1.3 per cent and 6.5 per cent during Q1 FY15. IFCIs profitability
would largely depend on its ability to liquidate investments at
reasonable profits and raise funds at competitive cost while credit
provisioning is expected to remain at elevated levels given large
amount of unprovided NPAs (net NPAs of 11.4 per cent as on March
2014). Nevertheless, management is making efforts to sell/divest
some of its non-core assets which could provide a cushion to create
higher credit provision/write off of NPAs and along with
managements intention to sell few of NPAs. Therefore, we suggest
you to hold the counter for long term perspective.

Readers are requested to send only one query at a time so that more readers get a chance. For complaints regarding non-receipt of
dividend, bonus, rights and other matters, investors may write to www.investor.sebi.gov.in

Company Name:

Vol. No. XXIX No. 24

Query:
Name:
Address:
E-mail:

60

DSIJ.in NOV 3 - 16, 2014

Send in your queries:


DSIJ Pvt. Ltd.
419-A, 4th Floor, Arun
Chambers, Tardeo, Next to
AC Market
Mumbai - 400034
Email:editorial@DSIJ.in

Personal Copy of Sundar Narayanaswamy

PRIME FOCUS

LANCO INFRATECH

I have bought 50 Prime Focus stocks at a price of


`55.92. Should I continue to hold or sell them?

I had purchased shares of Lanco Infratech.


So should I hold or sell?

- Adish, E-mail

BSE/NSE Code

532748/ PFOCUS

Face Value

HOLD

-Prasad Joshi, E-mail

BSE/NSE Code

532778/ LITL

`1

Face Value

`1

CMP

`48.75

CMP

`6.71

52-Week

High `58.35/Low `23.75

52-Week

High `14.94 /Low `5.57

Your Current
Prot/(Loss)

(12.82 per cent)

Your Current
Prot/(Loss)

--

rime Focus provides a complete spectrum of innovative,


creative and technical services to the film, broadcast,
advertising and media industries. Our end-to-end offering
ranges from pre-production to final delivery, including visual effects,
creative 3D conversion, animation, video and audio postproduction, digital content management and distribution, digital
Intermediate, versioning and adaptation, and equipment rental.

Prime Focus, a leading player in visual graphics and animation


reported consolidated annual net sales of `833.72 crore in FY14, a
jump of 9.32 percent compared to `762.16 crore, a year ago. The
companys bottom line turned profitable in FY14 with profits of
`32.96 crore compared to loss of `20.31 crore. However, Prime
Focus has posted disappointing results from last two quarters. Prime
Focus has been increasing its presence in visual effects (VFX) and
3D conversion market with larger scale projects. Prime Focus
current market share in 3D conversion stands at 30-33 percent,
while VFX, after the recent purchase of Londons visual effects
company -- Double Negative, is at 7-10 percent. The annual market
size in VFX/3D conversion stands at USD 2.5-3 billion. VFX is a
fairly fragmented market. There are about three or four tier-I players,
Double Negative is one of them.
Reliance MediaWorks and the promoters of Prime Focus, Naresh
and Namit Malhotra, will each infuse fresh equity capital of `120
crore into Prime Focus at `52 per share, through a preferential
allotment, aggregating `240 crore. The proceeds of the deal will be
used to fund the recent merger of Double Negative, an academy
award winner, Prime Focus World. The companys debt on books
stands at around `800 crore. However, Prime Focus will continue to
reduce cost of debt and may monetize opportunities in 2016. As per
the management, Prime Focus will grow with 20 percent plus. It
might not happen right away in the next few quarters but through
FY16 it will be back again reporting more than 20 per cent EBITDA
margin. The latest book value of the company is `30.75 per share. At
current value, the price-to-book value of the company is 1.58.
Hence, we suggest you to hold the counter for long-term perspective.

EXIT

n 2014, Lanco Infratech (Lanco) posted a big loss of `2,273.9


crore compared to `1,073.3 crore last year. The revenue for the
year was down by 29 per cent at `10,875 crore as against `15,296
crore for the previous financial year. Segment wise, the EPC revenue
for FY14 was down 48 per cent at `2,255.6 crore (`4,345 crore). The
Griffin coal mine revenue was also down 65 per cent at `145.4 core
(`411.4 crore). In the power sector, it has outstanding receivables of
`2,823 crore from various electricity utilities as of March 2014.
Lanco posted a forex loss of `370.5 crore as against a loss of `77.5
crore in the previous fiscal year.
Even in Q1 FY15, Lanco Infratech had registered `306 crore loss
as compared to a loss of `578 crore on Y-o-Y basis. Topline also
declined by 8 per cent at `2670 crore for the June quarter this
fiscal in comparison to `2914 crore in FY14. The company witnessed
a total debt of `36,282 crore for the quarter ended on June 30, 2014
while its outstanding receivables stood at `3,032 crore from various
electricity boards. Promoters hold 70.16 per cent of the total shares,
with 92.80 per cent pledged. The company has opted for a corporate
debt restructuring package and this will assist it in bringing back the
EPC operations to normal levels of business. The company has an
order book of about `26,178 crore.
Lanco raised `6,650 crore after selling a couple of power projects to
Greenko and Adani. Now, it plans to sell more power stations worth
`20,000 crore on plans to infuse funds to improve valuations of the
coal and road assets before putting them on the block. The company
will also sell its two operational road projects in Karnataka, where it
invested around `600 crore. The shedding electricity assets will help
reduce its debt.
On TTM basis, the book value of the company is `4.79 per share i.e.
the price to book value of the company is 1.46, which is expensive
considering their lacklustre financial performance. Therefore we
recommend you to quit the scrip and invest in stocks which have
better capital appreciation opportunities.

NOV 3 - 16, 2014 DSIJ.in

61

Personal Copy of Sundar


Narayanaswamy
Investment
Horizon
Query-Specific

QueryBoard
ADANI POWER

BHEL

I have purchased shares of Adani power at a price


of `53 two months before. Please suggest further
course of action?

I had purchased shares of BHEL at a price of `236 in


March 2012. Should I hold or sell?

- Viral Patel, E-mail

BSE/NSE Code

533096/ ADANIPOWER

Face Value

HOLD

-Tejsingh Manohar, Jaipur

BSE/NSE Code

500103/BHEL

`10

Face Value

`2

CMP

`46

CMP

`254

52-Week

High `68.50/Low `31.90

52-Week

High ` 291.50 /Low `131.05

Your Current
Prot/(Loss)

(13.20 per cent)

Your Current
Prot/(Loss)

7.63 per cent

dani Power is the power generating subsidiary of Adani


Enterprise, flagship company of Adani Group. It has total
operational capacity of 8.5GW with 660MW under
construction. 17 per cent of total portfolio of 9.2GW of power
capacities will have merchant/short term exposure. Net Loss for the
year reduced from `2,295.01 crore in FY13 to `290.55 crore in FY14.
Total income has increased by 129 per cent from `6970.01 crore in
FY13 to `15954.40 crore in FY14 on the back of improved Plant Load
Factor (PLF) of 74 per cent at Mundra and addition of new capacities
at Tiroda and Kawai power plants. Revenue was also augmented on
account of recognition of compensatory tariff as per CERC order. The
consolidated EBIDTA also increased by 322 per cent to `4,859 crore
compared to `1,150 crore in the same period last year.
In Q1 FY15, the company had reported an increase of 104 per cent
in consolidated income at `5248 crore from `2572 crore, while its
consolidated net loss reduced to `303 crore as compared `1,198
crore in the corresponding period last fiscal. Consolidated EBIDTA
for Q1FY15 increased by 227 per cent to `1,645 crore from `504
crore in Q1 FY14 due to higher volume of power sold and
recognition of compensatory tariff.
Adani Power has bought Lanco Infratechs Udupi power plant at an
enterprise valuation of `6,000 crore. This is the largest acquisition in
the thermal power sector. The deal gives the company an operational
thermal power plant of 1200MW operating on regulated basis in
State of Karnataka. In addition, the UPCL has an agreement with the
Karnataka government for expansion of capacity by 1320MW. As a
result, we believe, the acquisition is value accretive for Adani Power
in the long term.
Power is one sector where lot of action could possibly happen in the
coming months. Maharashtra has ordered 148.59 hectares of forest
land in Gondia district, Vidarbha to be diverted for the
construction of a 1980 megawatt (MW) coal-based thermal power
plant run by the Adani Group. Therefore, we suggest you to hold the
counter for long term perspective.

62

DSIJ.in NOV 3 - 16, 2014

HOLD

harat Heavy Electricals net profit for financial year 2014


halved to 47.4 per cent or `3,228 crore compared to `6,615
crore in 2013 on account of low volumes and challenges in
the domestic power sector. The turnover declined to `40,366 crore
from `50,156 crore in 2013. Its net sales declined by 18.92 per cent
at `49552.22 crore as against `40178.41 crore in the same period.
Even in Q1 FY15, BHEL revenues declined by 20 per cent to `5,155
crore on depleting order backlog and absence of new orders.
Sectors like power revenue was down by 23 per cent & industrial
revenue was down by 12 per cent on YoY basis. EBITDA `218 crore
declined by 44 per cent due to continuous negative operations
while contribution margins remain the same. Q1 FY15, PAT
declined by 58.4 per cent to `193.5 crore due to higher depreciation
at `270 crore from `190 crore and 70.3 per cent increase in
interest expenses to `47.3 crore from `27.76 crore in the same
quarter in the last year.
In Q1FY15, BHELs order backlog of `97400 crore, which is lowest
in last 6 years. However, nearly all projects in the pipe line are from
state and central sectors, providing revenue visibility for next 24
months. However, recently, the company bagged an `7,800 crore
EPC contract for setting up a 1,320 MW thermal power project in
Tamil Nadu.
The companys trailing 12-month (TTM) EPS was at `13.03 per
share as per the quarter ended June 2014. The stocks price-toearnings (P/E) ratio was 18.23. The latest book value of the company
is `138.63 per share. At current value, the price-to-book value of the
company is 1.78. In forthcoming quarter company may post weak
result due to shrinking order book and customer centric delays in
the private sector. For new intake, BHEL is offering a lower
execution period. Recent pricing trends in EPC contracts suggest
stabilization, albeit at lower levels. BHEL has expanded its offerings
to capture a larger share in project execution which would reflect in
the coming quarters. However, we still believe company will recover
hence we suggest you to hold the counter for long term perspective.

Personal Copy of Sundar Narayanaswamy

NOV 3 - 16, 2014 DSIJ.in

63

Personal Copy of Sundar Narayanaswamy

Reviews

In this issue we have reviewed Kolte Patil Developers and Nitin Fire Protection Industries. We suggest that investors
book prot in Kolte Patil Developers and hold Nitin Fire Protection Industries.

KOLTE PATIL DEVELOPERS


BSE CODE
532924

Book Profit
Reco. Price
`104

e had recommended Kolte Patil


Developers to our readers in
Issue No. 9 dated April 7-20,
2014 when the scrip was trading at `104.
We had analysed the company to
understand its growth prospects in a
scenario when most of the other realty
players were finding it difficult to show

NITIN FIRE PROT. IND.


BSE CODE
532854

Hold
Reco. Price
`52

e had recommended Nitin Fire


Protection Industries to our
readers in Issue No. 8 dated
March 24-April 6, 2014 when the scrip was
trading at `52. Our recommendation was
backed by factors like its growth in the
inert gas business segment where the
company had got a breakthrough and was

Change
81 Per Cent
Volume
10794

CMP - `188
Face Value
`10

growth. Our recommendation was backed


by factors like the healthy portfolio of the
company with 90 per cent exposure in
Pune (market share of 7-11 per cent).
Further, the company management had
also commented that the clearance for its
projects in extended city limits would be a
boost to its performance. The company has
a lower debt-equity ratio of 0.10-0.30x and
focuses to remain cash flow positive in
large projects. After our recommendation
the scrip witnessed a smart up-move owing
to the better expected performance in the
realty sector.The company has recently
come out with its September quarter
results and the performance has not been
up to street estimates. For September 2014
the company has posted a topline of
`157.90 crore and bottomline of `12.71

Change
21 Per Cent
Volume
74701

CMP - `63

DSIJ.in NOV 3 - 16, 2014

2014

crore as against `188.62 crore and `32.23


crore in September 2013. Though the
revenue recognition did happen in this
quarter the management is confident of
revenue recognition of six projects in
H2FY15. The management also stated that
it will see revenue and profit uptick from
Q3 and Q4 for FY15 and that Q4 will be the
highest for this year. The stock has already
moved northwards and hence we
recommend readers to book profit at its
current levels.

Scrips Movement

Face Value
`2

focusing on expanding the same. The


operating margins were expected to be
good along with increased volumes. In
addition, the company was also looking for
some acquisitions.
Further, good growth was also expected
from expanding its after-sales services
which usually have higher margins. With a
new government at the centre and in
Maharashtra, we feel that the companys
prospects from the new fire regulations
have improved. After our recommendation
the scrip witnessed an up-move and is
trading at `63.
On the financial front the company has
performed well in the June 2014 quarter
where the topline stood at `120.03 crore

64

Scrips Movement

2014

and bottomline at `3.33 crore as against


`84.24 crore and `1.90 crore posted in June
2013. However, the company is yet to go
ahead with acquisitions and the selling of
its NELP. The management has proposed
1:3 bonus (one new share for every three
shares held) and the company would take a
final decision on November 3, 2014.
We recommend our readers to hold the
counter at its current levels.

DS

Our Call Tracker

Our research-backed recommendations have been our greatest strength


Personal
Copy
of investors
Sundar Narayanaswamy
over the past so many years.
In fact,
helping
book prots has
been the very essence of our existence. Here is a detailed guide on the
recommendations readers to get a quick insight on what to do next.

Recommendations Update For The Last One Year

LOW Priced Scrip

CHOICE Scrip

Date




Company

Reco Price (`)

CMP (`)
(29/10 /2014)

Remarks

Oct 20, 2013

Divis Laboratories

993.00

1297.00

Call closed on 21 May 2014

Nov 17, 2013

Larsen & Toubro

977.00

1486.00

Call closed on 21 May 2014

Dec 1, 2013

Granules India

164.00

202.00

Call closed on 01 Jan 2014

Dec 15, 2013

Alembic Pharmaceuticals

211.00

246.00

Call closed on 20 Feb 2014

Dec 29, 2013

Cox & Kings

96.00

124.00

Call closed on 02 Jan 2014

Jan 12, 2014

PI Industries

243.00

312.00

Call closed on 28 May 2014

Jan 26, 2014

Elgi Equipments

89.00

121.00

Feb 9, 2014

Abbott India

1671.00

1992.00

Call closed on 21 May 2014


Call closed on 24 Jun 2014

Feb 23, 2014

Britannia Industries

877.00

1020.00

Call closed on 01 Jul 2014

March 9, 2014

IPCA Laboratories

840.00

715.00

Call closed on 14 Oct 2014

March 23 , 2014

Lakshmi Machine Works

2776.00

3518.95

Call closed on 05 Jun 2014

April 6 , 2014

Mayur Uniquoters

465.00

576.00

Call closed on 26 Mar 2014

April 20 , 2014

Va Tech Wabag

744.00

1225.00

Call closed on 02 Jun 2014

May 18, 2014

Finolex Industries

222.00

290.00

Call closed on 01 Jul 2014

June 1,2014

TVS Motor Company

115.00

164.00

Call closed on 01 Jul 2014

June 15, 2014

CESC

603.00

659.00

 Hold

June 29 ,2014

Bharat Forge

563.00

747.00

Call closed on 13 Aug 2014

July 13 ,2014

Dhanuka Agritech

388.00

495.00

July 27 ,2014

Jyoti Structures

59.00

41.00

Aug 10 ,2014

Biocon

514.00

444.00

Aug 24 ,2014

Supreme Industries

613.00

600.00

Sept 7,2014

Castrol India

349.00

415.00

Sept 21 ,2014

Akzo Nobel

1256.00

1301.00

Oct 5 ,2014

TCS

2588.00

2502.00

Oct 19 ,2014

CCL Products

114.00

134.00










Oct 20, 2013

IRB Infrastructure Developers

77.00

188.00

Call Close On 22 May 2014

Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold

Nov 17, 2013

Arvind Ltd

107.00

131.00

Call Close On 05 Dec 2013

Dec 1, 2013

Torrent Power

99.00

130.00

Call Close On 27 Nov 2013

Dec 15, 2013

UCO Bank

72.00

82.00

Dec 29, 2013

Orbit Export

94.00

109.00

 Hold
Call Close On 7 Mar 2014

Jan 12, 2014

Trident

16.00

32.00

 Hold

Jan 26, 2014

Asahi Songwon

72.00

84.00

Call Close On 7 Mar 2014

Feb 9, 2014

IFGL Refractories

59.00

80.00

Call Close On 5 May 2014

Feb 23, 2014

PTC India

54.00

87.65

Mar 9, 2014

Firstsource Solutions

28.00

37.65

 Hold
 Hold

Mar 23 , 2014

Mahindra Composites

63.00

89.00

Call Close On 5 May 2014

April 6, 2014

Heidelberg Cement

40.00

89.00

April 20 , 2014

Torrent Power

93.00

158.50

Call Close On 2 June 2014

May 18, 2014

IFB Industries

87.00

337.00

June 1, 2014

DCB Bank

64.00

89.00

June 15 ,2014

Rashtriya Chemicals & Fertilizers (RCF)

54.00

56.00

June 29 ,2014

PTC India Financial Services

32.00

47.00

July 13 ,2014

IFCI

41.00

36.00







July 27 ,2014

Sangam (India)

55.00

83.00

Call Closed On 6 Oct 2014








Aug 10 ,2014

Gujarat State Petronet

89.00

97.00

Aug 24 ,2014

Bhandari Hosiery Exports

50.00

42.00

Sept 7,2014

Housing Development & Infrastructure (HDIL)

98.00

77.00

Sept 21 ,2014

Flex Foods

66.00

80.00

Oct 5, 2014

Prima Plastics

31.00

39.00

Oct 19, 2014

Aro Granite Industries

79.00

82.00

 Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold
Hold

BPP > Book Partial Prots  Prices where calls have been closed are the prices at which the calls were actually recommended for closure.
BPP Prices are prices at which partial prots were booked.  All other prices are current market prices.

NOV 3 - 16, 2014 DSIJ.in

65

Kerbside

The recommendations provided in this column


are taken
fromof
different
market
sources such
Personal
Copy
Sundar
Narayanaswamy
as brokers, analysts, dealers and investment strategists, etc. These recommendations may not
be backed by strong fundamentals. Dalal Street Investment Journal may or may not subscribe
to these recommendations.

ACCELERATING PROFITS

Pricol
BSE Code: 526109
CMP: `55.50

The stock has been witnessing good buying interest


for the last few sessions and as per the market
buzz, it is expected to see a better price
performance going ahead. It is being heard that
some large market participants and some of FIIs
have taken long positions in the stock and are
expecting the stock price to move higher. It can be
looked at from a short-term trading perspective.

SHORT TERM BET

This
Small-Cap
Ybrant Digital
BSE Code: 532368 IT software
company
CMP: `61.85
has
witnessed a steep run in the last
session with large volumes along
high delivery. According to
market sources, it will move
further based on its second
quarter performance, which is
likely to be good. Long position
has been created in the stock by
some big market participants.
Therefore, those with a shortterm trading horizon can consider
this stock.

FOR QUICK GAINS

The stock
has been
witnessing
good
buying
interest in the last few trading
session with the volumes on the
higher side. The company is trying
to expand its wings global level and
is reected in the various orders
the company has started receiving
in last few months. It can be looked
at for investment with a short-term
horizon.

Cupid
BSE Code: 530843
CMP: `52.30

BANK ON IT
The volumes in
this counter are on
the higher side,
and the stock has
been witnessing
good buying interest for the last few trading
session. The buzz in the market is that it is
expected to perform well going ahead.
According to market sources, some big players
and some of the large domestic fund houses
have taken long positions in the stock.

DCB Bank
BSE Code: 532772
CMP: `89.40

DS

(Closing price as of Oct 29, 2014)

66

DSIJ.in NOV 3 - 16, 2014

Personal Copy of Sundar Narayanaswamy

Personal Copy of Sundar Narayanaswamy

Вам также может понравиться