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I NVESTMENT A DVICE
Kompella Portfolio

Apollo Hospitals

ASM
Technologies

Banswara
Syntex

Tamilnad
Mercantile Bank

State Bank of
Travancore

www.investmentadvice.in Indias No.1 Investment Magazine, Since 1987. Vol. XXIV, No.7, JULY, 2011. Rs.45/-

A P STOCKS : ATTRACTIVE VALUATIONS


Year ended 31/03/11

NCC : HUGE ORDER BOOK POSITION


OF RS.16,180 CRS

DR A V S RAJU, CHAIRMAN

NCC

COMPANY

PAT
TO
(RS. CRS) (RS. CRS)

Amara Raja Batteries 1,765


Andhra Bank
9,189
Apollo Hospitals
2,332
Astra Microwave
163
Aurobindo Pharma
4,381
B S Transcomm
872
D Q Entertainment
208
Dr.Reddys Labs
7,469
Dredging Corporation
458
Gulf Oil Corporation
1,103
HBL Power Systems
995
Kakatiya Cement
101
Kallam Spinning
136
Lokesh Machines
146
Midfield Industries
132
Natco Pharma
483
NCC
6,230
NCL Industries
365
NMDC
11,369
Oil Country Tubular
326
Pennar Industries
1,373
Premier Explosives
95
Ramky Infrastructure
3,147
Sagar Cements
498
Sathavahana Ispat
679
Suryalakshmi Cotton
612
Suven Life Sciences
150
VBC Ferro Alloys
112
Visaka Industries
653
Vishnu Chemicals
284
Vivimed Labs
417
VST Industries
585

148
1,268
182
19
563
51
31
1,104
40
57
16
4
14
7
13
54
222
23
6,499
30
76
10
206
18
57
35
10
11
45
11
49
95

MP
(RS.)

P/E
RATIO

215
129
469
27
170
114
40
1515
304
81
16
69
40
40
36
263
79
36
258
71
38
72
265
136
46
68
20
204
97
86
271
927

13
6
31
14
9
5
10
23
22
14
16
14
2
7
4
14
9
5
16
10
6
6
7
11
3
3
20
8
3
9
6
15

INVESTMENT SCRIPS

INVESTMENT SCRIPS:
The following fundamentally strong scrips may be considered for
long term investment at a sharp fall in a technically weak market .

1. POWER FINANCE CORPORATION

3. SHIPPING CORPORATION OF INDIA

2. RURAL ELECTRIFICATION CORPORATION

4. V-GUARD INDUSTRIES

VARDHMAN TEXTILES : TECHNICAL RECOVERY IS EXPECTED

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F
M
A
M
J
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

CONTENTS

CONTENTS
A P STOCKS : ATTRACTIVE VALUATIONS
The performance of Corporate Sector in the State of Andhra Pradesh is improving day by day. Infact, the
corporate sector in Andhra Pradesh is playing a vital role not only in the States GDP growth rate but is also contributing
to Indias GDP growth rate. It is creating large scale employment opportunities, industrial output, modern infrastructure,
higher growth rate of exports, improved revenue to the Centre & State, inter-State trade & business, demand for
national & global goods and services, inturn improved economic conditions of the people and above all serving the
investors to the maximum extent possible. The Industrial Revolution of A P has however started only in the 1980s
and that too majority of the promoters are first generation ones - mostly from Agricultural families. However, they have
shown remarkable ability to withstand against the National and Global competition. (Cover Story - Page 9).
INVESTMENT SCRIPS

1
NMDC

Power Finance Corporation


Rural Electrification Corporation
Shipping Corporation
Vardhman Textiles
V-Guard Industries
SPECIAL REPORTS

1
1
1
1
1

36

Ramky Infrastructure

Suven Life Sciences

EDITORIAL

BANKING

Banswara Syntex

MARCH QUARTER :
BEST PERFORMERS

50-53

FULL YEAR :
BEST PERFORMERS

54-58

BOOK CLOSURES/ RD

59-61

Canara Bank

Orchid Chemicals

38

LETTERS TO THE EDITOR

62

TECHNICAL ANALYSIS

63

Shanthi Gears
V-Guard Industries

63
63

INDEX

64

BSE Sensex
NSE Nifty

64
64

14-19, 39-40 & 65-72

Corporation Bank

39-40 & 65

66-67

Indian Bank
Sumeet Industries

68-69

8-12, 33-38
State Bank of Travan.

A PStocks :
Attractive Valuations

27-32 & 41-49

3, 5-7

ASM Technologies

COVER STORY

37

FUNDAMENTALS
READY REFERENCE

70

9-12
Tamilnad Merca. Bank 71-72

Apollo Hospitals

NCC

8 & 33

34-35

CORPORATE NEWS

20-23

MARKET WATCH

24-26

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SPECIAL REPORTS

ASM TECHNOLOGIES : HIGH GROWTH STOCK


ASM Technologies Ltd., a global IT Service provider, has reported jump in Turnover & Profits for
the fourth quarter and year ended March 31, 2011. For the quarter the Turnover has jumped by 104% from
Rs.20crs to Rs.41crs while the Gross Profit has jumped by 333% from Rs.82 lakhs to Rs.3.55crs and Net
Profit by 246% from Rs.56 lakhs to Rs.1.94crs. The EPS for the quarter is Rs.4/-. For the year, the Turnover
has jumped by 65%, Gross Profit by 118% and Net Profit by 95%. The EPS for the year is Rs.13/- against
Rs.6/-. It has announced 20% Dividend for the year against 15% last year. The Company has strong
fundamentals. The Paid-up Capital of the Company is small at Rs.5crs against high Networth of Rs.21crs.
However, the Return on Networth is high at 9% for the quarter and 30% for the year on increased
Networth of 30%. Technically the scrip is moving around Rs.62/- with a low P/E Ratio of 5 and Book Value
of Rs.41/-.
FH (in crs)

MR RABINDRA SRIKANTAN, MD
Highlights : Standalone Results F Y 2011
Revenue from operations was Rs.6,232.75 lakhs, up 45.65%
YoY.
EBIDTA was Rs.1,000.67 lakhs, up 88.12% YoY.
PAT was Rs.651.94 lakhs, as against Rs.342.82 lakhs the
same period ended 31st March 2010, up 90.17% YoY.
Quarter ended March 31, 2011: Standalone
Revenue from operations stood at Rs.1,879.79 lakhs, up
66.26% YoY and 17.42% QoQ.
EBIDTA was at Rs.350.59 lakhs, up 284.38% YoY.
PAT was Rs.195.66 lakhs, up 299.38% YoY and 10.59%
QoQ.
ASM Technologies acquires Abacus Business
Solutions Inc (Abacus)
Acquisition gives ASM an entry into high end ERP
consulting
ASM Technologies announced that it has signed a definitive
agreement to acquire 100% of Abacus Business Solutions,
Inc. a US based firm, in an all cash deal. As part of the deal
ASM will offer to acquire all of the outstanding stock of Abacus
through ASMs wholly owned Singapore subsidiary, Advanced
Synergic Pte Ltd.
ASM Technologies, established in 1992, a public Limited
company in India is a pioneer in providing world Class
Consulting Services in Enterprise Solutions for the Packaged
ERP Products and in Enterprise Product Development for SMB
Segment and in Technology Solutions covering Embedded
Systems and System Software to its Global Clientele.
Abacus has been in the business for more than a decade
assisting large corporations and Fortune 500 Companies with
Enterprise Applications , Oracle Applications, Oracle Tools
and Technology, E-Commerce, Reporting and Data
warehousing. Abacus believes in establishing long term
relationships with its business partners by providing full
integration and interaction between processes, organizations,
people, systems and corporate culture . Striving to deliver the
best Abacuss experience with Enterprise and Oracle
Applications is based on successful implementations at
several companies. Some of Abacuss clients include Cisco
Systems, Adobe, Seagate Technologies, Sun Microsystems,
Hitachi Data Systems and many others.
The principals of Abacus come with a strong ERP background
and the business model of Abacus is focused on providing
value by focusing on the strategy of the business and tailoring
the offering in line with what is required to help the customer
with strategic direction.
Abacuss relationships are built on the principle of adding
strategic value to the information system for efficient business
operation. With a skilled team of IT professional of industry

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
5.00
15.91
20.91
9.28
40.82
10.00
40.87
3.81
3.55
0.42
3.13
0.71
1.94
3.88
62.35
4.02
4.75
9.32

(Consolidated)
31.03.10 % CH
31.03.11
(3 M)
(12 M)
5.00
5.00
11.08
43.59
15.91
16.08
30.04
20.91
3.48 166.67
30.03
32.16
26.93
40.82
10.00
10.00
20.03 104.04
113.84
1.01 277.23
10.25
0.82 332.93
9.74
0.16 162.50
0.74
0.66 374.24
9.00
0.15 373.33
2.17
0.56 246.43
6.28
1.12 246.43
12.56
2.00
62.35
4.96
2.80
69.64
5.52
5.04
84.92
9.00

31.03.10
(12 M)
5.00
11.08
16.08
20.02
32.16
10.00
69.12
5.09
4.47
0.50
3.97
0.88
3.22
6.44
1.50

%CH
43.59
30.04
50.00
26.93
64.70
101.38
117.90
48.00
126.70
146.59
95.03
95.03
-

4.66
7.36

18.45
22.28

expertise in the ERP solutions Abacuss implementations have improved


business efficiency and helped customers gain competitive edge in the
global market place.
Jay Belur who co-founded Abacus is a well known expert in the Oracle
world. He has held various leadership positions in Oracles product
development, architecture and consulting groups.
We are very fortunate to have an expert like Jay Belur join us and look
forward to growing our Oracle practice under his guidance and leadership.
For ASM, with its global delivery model , the combination of two companies
will provide an opportunity to add new clients and provide greater value
to its existing clients said Mr.Sundar Ramanathan, Asst Director,
ASM.
We strive to be the premier providers of innovative IT solutions through
Industry expertise in the ERP solutions.said Mr. Jay Belur , CEO,
Abacus.
The acquisition gives ASM an opportunity to expand its offerings to a
larger ERP client base in the US . ASMs Center of Excellence (COE)
located in India provides complimentary solutions for Abacus`s clients to
leverage and manage their Enterprise Applications said Mr.Rabindra
Srikantan, M D, ASM.
About ASM
ASM Technologies is a Bangalore based company and a pioneer in
Enterprise Applications and Enterprise Product Development for
Manufacturing, Retail, Oil& Gas verticals. ASM has over 800 employees
with operations in the US , APAC , UK and India serving Global clientele
and several Fortune 500 companies.
About Abacus
Abacus Business Solutions Inc incorporated in 1998 is a US based firm
involved in strategic Oracle consulting for Fortune 500 and SME companies
in the US . Abacus has helped many companies in their ERP strategy and
assisted them roll out successful Oracle implementations and upgrades.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

EDITORIAL

KOMPELLA PORTFOLIO

FURTHER RECOVERY

INVESTMENT ADVICE
(SINCE 1987) VOL. XXIV NO.7 JULY, 2011.

www.investmentadvice.in
OWNERS:
KOMPELLA FINANCE & INVESTMENT
CONSULTANTS LIMITED
(Established in 1986 )

Managing Director & Editor

K. V. Satyanarayana
Wholetime Director

Smt. K. Radha Kumari


Investment Research Analysts
Ms. Kalyani
Ms. Visala
Cover Price : Rs.45/Subscription Rates for Print Edition:
Years

he BSE Sensex has increased from 18,503.28 on 31.05.2011 to


18,693.86 on 29.06.2011 -i.e., a gain of 1.03% in one month. The NSE
Nifty has increased from 5,560.15 on 31.05.2011 to 5,600.45 on
29.06.2011 -i.e., a gain of 0.72% in one month. Fall in global oil &
commodity prices and reduction of excise & customs duty on petroleum
products by the Finance Minister, higher diesel, kerosene & LPG prices
have led to the dramatic recovery of the market. The BSE Sensex has
rallied from 17,550.63 on 22nd June, 2011 to 18,693.86 on 29th June,
2011 i.e. a gain of 1,143 points in a week. Similarly, the NSE Nifty has
gained from 5,278.30 on 22nd June, 2011 to 5,600.45 on 29th June, 2011
i.e. a gain of 322 points in a week. The market behaviour depends on the
global oil prices, the South-West Monsoon and the June quarter corporate
performance etc.

India

One Year
Three Years

Overseas
(Airmail)
Rs.450 US $70
Rs.1,250 US $180

BSE Sensex at 18,693.86 on 29.06.2011


NSE Nifty at 5,600.45 on 29.06.2011

DD/Cheque should be drawn in Favour of


Kompella Finance & Investment
Consultants Ltd.,
and payable at Hyderabad.
Add Rs.25/- for Outstation Cheques & Mail to:

REGISTERED OFFICE:
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e-mail: kompella@investmentadvice.in
kompellafinance@investmentadvice.in
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Magazine Distribution Centres:


AHMEDABAD, BANGALORE, CHENNAI,
HYDERABAD, KOLKATA, MUMBAI,
NEW DELHI, etc.
Either the owner or the publisher or the Editor does not
take any financial responsibility for any loss due to buy/
hold/sell/book profit/apply etc., recommendations.
Investors are adviced to use their own discretion while
taking market decisions.

Jurisdiction : HYDERABAD
Printed and Published by Mr. K.V.Satyanarayana on behalf
ofKOMPELLAFINANCE&INVESTMENTCONSULTANTS
LTD. Printed at Sri Vani Press , Hyderabad , and
Published from Plot No.A-31, Journalist Colony, Jubilee
Hills, Hyderabad-500 033.
KOMPELLA PORTFOLIO INVESTMENT ADVICE

A P STOCKS : WEALTH CREATORS


A

P Stocks have created enormous wealth to the stakeholders


during the last few years and many stocks are at attractive levels due to
technically weak market conditions. For instance, Agro Tech Foods has a
Networth of Rs.178crs with a Return on Networth of 18% for the year
ended 31st March, 2011. Amara Raja Batteries has a Networth of Rs.646crs
with a Return on Networth of 23% for the year ended 31st March, 2011.
Andhra Bank has a Networth of Rs.6,514crs with a Return on Networth of
19% for the year ended 31st March, 2011. Andhra Petrochemicals has a
Networth of Rs.188crs with a Return on Networth of 19% for the year
ended 31st March, 2011. Apollo Hospitals has a Networth of Rs.1,704crs
with a Return on Networth of 11% for the year ended 31st March, 2011.
Astra Microwave has a Networth of Rs.146crs with a Return on Networth of
13% for the year ended 31st March, 2011. Aurobindo Pharma has a
Networth of Rs.2,445crs with a Return on Networth of 23% for the year
ended 31st March, 2011. Bartronics has a Networth of Rs.557crs with a
Return on Networth of 21% for the year ended 31st March, 2011. B S
Transcomm has a Networth of Rs.324crs with a Return on Networth of
16% for the year ended 31st March, 2011. Coromandel International has a
Networth of Rs.1,904crs with a Return on Networth of 36% for the year
ended 31st March, 2011. Divis Labs has a Networth of Rs.1,797crs with a
Return on Networth of 24% for the year ended 31st March, 2011. Dr.Reddys
Labs has a Networth of Rs.4,599crs with a Return on Networth of 24% for
the year ended 31st March, 2011. Gulf Oil Corp. has a Networth of Rs.369crs
with a Return on Networth of 15% for the year ended 31st March, 2011.
Lanco Infratech has a Networth of Rs.4,623crs with a Return on Networth
of 20% for the year ended 31st March, 2011. Midfield Industries has a
Networth of Rs.108crs with a Return on Networth of 12% for the year
ended 31st March, 2011. NCC has a Networth of Rs.2,494crs with a Return
on Networth of 9% for the year ended 31st March, 2011. NMDC has a
Networth of Rs.19,215crs with a Return on Networth of 34% for the year
ended 31st March, 2011. Oil Country Tubular has a Networth of Rs.194crs
with a Return on Networth of 16% for the year ended 31st March, 2011.
Ramky Infrastructure has a Networth of Rs.1,065crs with a Return on
Networth of 19% for the year ended 31st March, 2011. Sathavahana Ispat
has a Networth of Rs.246crs with a Return on Networth of 23% for the year
ended 31st March, 2011. SBH has a Networth of Rs.5,315crs with a Return
on Networth of 22% for the year ended 31st March, 2011. Suryalakshmi
Cotton has a Networth of Rs.139crs with a Return on Networth of 25% for
the year ended 31st March, 2011. Visaka Industries has a Networth of
Rs.261crs with a Return on Networth of 17% for the year ended 31st
March, 2011. VST Industries has a Networth of Rs.261crs with a Return on
Networth of 36% for the year ended 31st March, 2011 etc.
J

JULY, 2011

SPECIAL REPORTS

BANSWARA SYNTEX :

EXCELLENT GROWTH RATE

MR R L TOSHNIWAL, CMD

answara Syntex Ltd., has reported excellent working results for the fourth
quarter and year ended March 31, 2011. For the quarter the Turnover has increased by
37% from Rs.182crs to Rs.251crs while the Operating Profit has jumped by 83% from
Rs.20crs to Rs.36crs and Net Profit from Rs.9crs to Rs.17crs. The EPS for the quarter is
Rs.12/- against Rs.7/-. For the year, the Turnover has increased by 28% whereas the
Operating Profit has jumped by 56% and Net Profit by 52%. The EPS for the year is
Rs.32/- against Rs.24/-. It has hiked the Dividend from 35% to 50% for the year. The
Company has strong fundamentals. The Paid-up Capital of the Company is small at
Rs.15crs against high Networth of Rs.160crs. However, the Return on Networth is high
at 11% for the quarter and 29% for the year on increased Networth of 40%. Technically
the scrip is moving around Rs.132/- with a low P/E Ratio of 4 and high Book Value of
Rs.108/-.

Banswara Syntex Ltd. (BSL) is a vertically integrated textile


mill manufacturing man-made synthetic blended Yarn, wool
and wool mixed yarn, all type of Fabrics, Jacquard Furnishing
Fabrics, besides production of Readymade Garments and
Made-ups.
Products
YARN
Good quality yarn is a pre-requisite to produce quality finished
fabrics. The company has always focused on innovation.
Being aware of the changing needs of the fashion industry,
it has been at the forefront of new developments to make
dreams come true.
The company specializes in producing blends of viscose
staple fibre, polyester staple fibre, acrylic staple fibre, lycra,
cotton, linen and wool. It has a total production capacity of
30,000 tones of yarn per annum. It includes 28,000 tones
polyester blended dyed yarns and 2000 tones wool mix yarn
per annum. The Company also specializes in producing
various type of fancy spun yarns. 90% of its production
consists of fibre-dyed yarns only. It is one of the largest
single mill setup producing spun fibre-dyed yarns in Asia.
BSL manufactures inter alias the following variety yarns:
100% Polyester, 100% Viscose, 100% Acrylic,100% Wool,
Polyester/Viscose, P/V/Wool, P/V/Lycra, P/V/Linen, P/V/High
Twists
Count Range 8s - 60s NE available in Fibre Dyed / Ecru in
case of cotton system ring spun yarn and 6s-55s NE (10s90s NM) in case of worsted system spun yarns.
FABRICS
BSL produces Hi-Quality Hi-Performance Textile wear finished
fabric for both domestic and Exports. It has highly qualified,
skilled and dedicated Technical team hence it produces textile
fabrics from fibre stage to yarn, weaving, finishing and
Garmenting .
BSL Specialty in textile include:
Stretch fabrics Lycra assured and accredited
Specialty finishes for touch (Stain, Wrinkle, Moisture
Management, Water repellant etc.)
Fire Retardant Fabric
Fabric Design and Development innovations
At present, BSL manufactures the following fabrics for mens
& womens wear and home textile furnishing fabrics in various
blends such as:
Mono, Bi-stretch and Rigid fabrics in the following blends:
Worsted Spun Polyester/Wool, 100% Wool Specialties, 100%
Viscose, Polyester / Viscose, Polyester/Modal, Polyester/

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
14.74
145.18
159.92
10.78
108.49
10.00
250.62
35.78
29.35
9.27
20.08
2.84
17.24
11.70

31.03.10
(3 M)
13.08
101.31
114.39
8.29
87.45
10.00
182.30
19.59
20.07
8.08
11.99
2.51
9.48
7.25

% CH

132.20
2.82
6.88
14.28

5.20
10.75

32.31
32.84

12.69
43.30
39.80
30.04
24.06
37.48
82.64
46.24
14.73
67.47
13.15
81.86
61.38

31.03.11
(12 M)
14.74
145.18
159.92
29.35
108.49
10.00
808.45
105.13
95.08
34.02
61.06
14.13
46.93
31.84
5.00
132.20
4.15
5.80
13.00

31.03.10
(12 M)
13.08
101.31
114.39
27.00
87.45
10.00
630.97
67.27
67.98
30.73
37.25
6.37
30.88
23.61
3.50

%CH
12.69
43.30
39.80
8.70
24.06
28.13
56.28
39.86
10.71
63.92
121.82
51.98
34.86
-

4.89
10.66

18.61
21.95

Viscose/Lycra, Polyester/Viscose/Cotton, Polyester/Wool, Polyester/


Wool/Lycra, Upholstery and Technical Fabric
READYMADE GARMENTS AND HOME TEXTILE
Banswara Garments is located in Daman and SEZ Surat. The garment
units are a specialized in Trousers and Jackets production. It makes the
offering of Banswara complete textile vertical. The installed capacity is
for about 225,000 trousers and 10,000 jackets per month. The entire
focus of the factory is on producing Trousers and Jackets that are able
to match the highest standards of workmanship, quality and appearance.
HOME TEXTILE
Made Ups :
The Company also has a speciality jacquard made up section at Banswara.
Producing about 12500 pcs/month for export. The company has 12
Jacquard Weaving Machines to produce upholstery fabrics. The company
is producing fabric suited for curtains, interior decoration and speciality
bed sheets and bed covers. The company is doing export of made-ups
to European market.
Fire Retardant Fabric
BSL is a leading manufacturer of Permanent Inherent Fire Retardant Fabric.
The fabrics can be fabricated as Curtains, Upholstery, Drapes, Wall
Paneling, Cushion Covers, Sheets and as Lining for Tents. These fabrics
are used for furnishing of Auditoriums, Multiplexes, Cinema Halls, Hotels,
Railway Coaches, Airlines, Ships & Cruise and Luxury Buses & Coaches.
Permanent Inherent Fire Retardant Fabrics doesnt allow the fire to spread
and thus minimize the risk of fire and its hazards. The Inherent property
makes the fire retardancy permanent in the fabric i.e. the property doesnt
diminish with usage and washes.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SPECIAL REPORTS

ORCHID CHEMICALS : ALLROUND PROGRESS


Orchid Chemicals & Pharmaceuticals Ltd., has made remarkable turnaround for the year
ended March 31, 2011. For the year (standalone), the Total Income has increased by 33% from
Rs.1,251crs to Rs.1,668crs while the Operating Profit stood at Rs.285crs and Net Profit at Rs.159crs.
The EPS for the quarter is Rs.23/-. For the year (consolidated), the Total Income has increased by
33% whereas the Operating Profit stood at Rs.286crs and Net Profit at Rs.156crs. The EPS for the
year is Rs.22/-. It has announced 30% Dividend for the year. We believe that our performance of the
fiscal year 2010-11 is the start of a strong, growth journey for the company. We have put in place
an operating canvas that incorporates long term supply arrangements involving niche products
thereby ensuring sustainable growth with strong margins going forward. Our shift to a more sustainable and robust business model has also helped us significantly deleverage our balance sheet
improving key parameters like working capital, debt equity and asset turnover. Given the strong
order book and supply arrangements, we are confident of delivering a 25% increase in revenues
and a more than proportionate growth in profits during the current financial year FY12, said Mr K
Raghavendra Rao, CMD. The Company has strong fundamentals. The Paid-up Capital of the
Company is small at Rs.70crs against high Networth of Rs.1,069crs. However, the Return on
Networth is high at 15% for the for the year on increased Networth of 14%. Technically the scrip is
moving around Rs.264/- with a P/E Ratio of 12 and Book Value of Rs.161/-.
Figures for the previous year ended March 31, 2010 are not comparable as the company
transferred its Injectable formulation business to Hospira in March 2010.
(Standalone)

Orchid announced on June 22, 2011 that its Cephalosporin


API manufacturing complex located in Alathur, Chennai has
successfully cleared the recent USFDA inspection that it went
through. The facility manufactures a range of oral and sterile
Cephalosporin APIs and caters to the developed markets like
USA, Europe and Japan. This successful inspection would
help the continuing supply of the niche APIs manufactured by
Orchid in this location to the developed markets.
Highlights of the Assets & Liabilities statement for
the fiscal ended March 31, 2011
(Consolidated basis)
Reduced receivable days - 105 days in FY11 (200 days in
FY10)
Lower Inventory days - 126 days in FY11 (164 days in
FY10)
Net Debt / equity ratio stood at 1.52 (Net debt Rs 1633.18
crore & Net worth Rs 1069 crore)
Regulatory update
Formulations
United States
Orchids cumulative ANDA (Abbreviated New Drug Application)
filings for the US market stands at 42. This includes 8 Para IV
FTF (FirstToFile) filings. The break-up of the total ANDA
filings is 13 in Cephalosporins space and 29 in the NPNC
(Non-penicillin, Non-cephalosporin) space.
The final approved ANDAs count stood at 21 at the end of
FY11. During this quarter Orchid has also received 1 tentative
ANDA approval for Eszopiclone Tabs. The final ANDA approval
is expected in due course on patent expiration. The break-up
of the total final ANDAs approval count comprises of 11 in
Cephalosporin space and 10 in the NPNC space.
European Union
In the EU region the cumulative count of Marketing
Authorizations (MAs) filed stood at 25. The break-up of the

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
Extraord. Inc.
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.

31.03.11
(12 M)
70.44
1063.58
1134.02
14.06
160.99
10.00
1668.28
284.95
302.25
128.45
173.80
14.32
159.48
22.64
3.00
264.00
11.66
9.56
17.08

MR K RAGHAVENDRA RAO,
CMD

(Audited)

31.03.10
(12 M)
70.44
909.19
979.63
33.82
139.07
10.00
1251.04
-322.26
-404.15
151.10
-555.25
886.59
331.34
47.04
10.00

26.49
-

% CH
16.98
15.76
-58.43
15.76
33.35
-14.99
-51.87
-51.87
-

-63.91
-

(Consolidated)
31.03.11
(12 M)
70.44
998.80
1069.24
14.61
151.79
10.00
1785.57
286.34
305.07
133.50
171.57
15.38
156.19
22.17
3.00
264.00
11.91
8.75
16.04

31.03.10
(12 M)
70.44
867.22
937.66
36.18
133.11
10.00
1343.45
-311.44
-390.57
154.90
-545.47
884.72
339.25
48.16
10.00

25.25
-

%CH
15.17
14.03
-59.62
14.03
32.91
-13.82
-53.96
-53.97
-

-65.35
-

total MA filings is 13 in the Cephalosporin space and 12 in the NPNC


space. A few more dossiers have been lined up for filing during 2011,
based on the DCP slots allotted by the respective RMS (Reference Member
States) countries in the EU. This is likely to increase the cumulative filing
count in the coming quarters.
In the EU region the cumulative count of Marketing Authorizations (MA)
approved stands at 17. The break-up of the total MA approval count is 9
in the Cephalosporin space and 8 in the NPNC space.
API segment
In the API (Active Pharmaceutical Ingredients) space, Orchids cumulative
US DMFs filed stood at 81. The break-up of the total filings is 27 in the
Cephalosporin space, 41 in NPNC space, 2 in the Betalactam segment
and 11 in the Carbapenems segment. The cumulative filings of COS
(Certificate of Suitability) for the European market stood at 21 which
includes 14 in Cephalosporin space, 6 in NPNC space and 1 in the
Betalactam segment. With staunch efforts on product development,
Orchids filing and approval count is poised to increase in the coming
months and quarters.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SPECIAL REPORTS

SUMEET INDUSTRIES : JUMP IN TURNOVER & PROFITS


Sumeet Industries Ltd. is a high growth stock. It has reported
jump in Turnover & Profits for the fourth quarter and year ended March
31, 2011 under the dynamic leadership of Mr.Shankarlal Somani, Chairman. For the quarter the Turnover has increased by 86% from Rs.135crs
to Rs.251crs while the Gross Profit has jumped by 214% from Rs.5crs to
Rs.17crs and Net Profit by 356% from Rs.2crs to Rs.10crs. The EPS for
the quarter is Rs.3/-. For the year, the Turnover has jumped by 119%,
Gross Profit by 133% and Net Profit by 181%. The EPS for the year is
Rs.8/- against Rs.3/-. It has announced 10% Dividend for the year. The
Company has strong fundamentals. The Paid-up Capital of the Company
is small at Rs.40crs against high Networth of Rs.99crs. However, the
Return on Networth is high at 11% for the quarter and 31% for the year
on increased Networth of 45%. Technically the scrip is moving around
Rs.36/- with a low P/E Ratio of 5 and Book Value of Rs.25/-.
(Unaudited)
FH (in crs)

MR SHANKARLAL SOMANI, CHAIRMAN


Expansion
Sumeet Industries, an emerging integrated producer of Pet Chips,
superior quality of POY/ FDY, Multifilament Polypropylene Yarns
is planning for major expansion of Rs.350crs for enhancing its
manufacturing capacity of both POY and FDY and Pet Chips in
two phases. Under the present expansion program production
capacity of POY and FDY will be increased from 50000TPA to
100000TPA and setting up another 8 MW gas based genset
captive power plant.
Products
PET Chips
The company has setup fully imported C.P. PLANT (Continuous
Poly Condensation Plant) of 100000 Tons per annum capacity
under technical guidance of Huitong Chemical Engineering
Technique Co. Ltd., China and 10 lines of Polyester POY /
FDY Spinning Plant with annual installed capacity of 48300
Tons per annum as Expansion Cum Backward Integration
Project with total cost of Rs. 1450 Million. Under this project
POY / FDY will be produced directly from PTA A and MEG
which will reduce cost substantially and will also be very
much competitive and the company will be in a position to
compete in the market in its price strategy with its peer group.
Apart from its cost advantages, company can ensure good
consistent quality of POY/FDY produced on CP Lines because
product will be much better than existing one. The Company
is also in the process of setting up another 6 MW captive
power plant imported from Deutz, Germany, at its existing unit
for its proposed project.
Polyester Division
The company started its polyester operations in 2004. It has
installed new state of art automatic craft winder plant imported
from Barmag, Germany, which is the most latest & cost efficient
technology in the world. The initial capacity is 12500 M.Tones
per annum, but it is proposed to be increased in near future.
The Company is importing PET chips or buying locally from

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
40.00
58.58
98.58
10.63
24.65
10.00
250.65
13.94
16.80
2.84
13.96
3.48
10.48
2.62

31.03.10
(3 M)
40.00
28.05
68.05
3.38
17.01
10.00
134.90
6.06
5.35
1.87
3.48
1.18
2.30
0.58

% CH
108.84
44.86
214.50
44.91
85.80
130.03
214.02
51.87
301.15
194.92
355.65
351.72

36.25
3.46
4.18
5.56

1.70
4.49

145.88
23.83

31.03.11
(12 M)
40.00
58.58
98.58
30.97
24.65
10.00
821.82
45.86
54.06
11.68
42.38
11.85
30.53
7.63
1.00
36.25
4.75
3.71
5.58

31.03.10
(12 M)
40.00
28.05
68.05
15.94
17.01
10.00
376.04
23.83
23.21
6.43
16.78
5.93
10.85
2.71

2.89
6.34

%CH
108.84
44.86
94.29
44.91
118.55
92.45
132.92
81.65
152.56
99.83
181.38
181.55

28.37
-11.99

suppliers of international repute. The spin finish oil is imported from Tako
Moto, Japan.
Polypropylene Division
The company started its Polypropylene plant way back in 1992. The
technology was imported from Neumag, Germany who is the pioneer in
Polypropylene plant in the world. It produces dope dyed polypropylene
yarn in which accuracy and uniformity of colour is guaranteed. The
products are marketed under brand name SUMILON. Capacity:
Polypropylene Partially Oriented yarn : 4000 M.Tones p.a.
Polypropylene Textured / Crimp yarn : 3900 M.Tones p.a.
Polypropylene Twisted Yarn : 1200 M.Tones p.a.
Weaving Division
There are enormous weaving units in Surat where various weaving
technologies are used. The company started its weaving operations in
2005. It has installed 60 waterjet looms plain as well as dobby to
manufacture woven fabric. The machinery is from Tsudakoma, Japan.
Tsudakoma is pioneer in the world for waterjet looms. Sumeet produces
almost zero defect fabric. The production capacity of this division is 4
million meters per annum.
Menthol Division
Sumeet started its menthol operations in 2006. It has installed a capacity
to produce 900 M.Tonnes of Peppermint oil & 300 M.Tonnes Menthol
Crystal (with/without Turpentine). The company is already in the process
of installing huge capacities of Menthol Flakes & Menthol Crystals. The
total plant is made up of stainless steel to avoid contamination in the
product.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

APOLLO HOSPITALS : HIGH GROWTH RATE


A

pollo Hospitals Enterprise Ltd., one of Asias largest healthcare groups


has reported impressive working results for the fourth quarter and year ended
March 31, 2011. For the quarter the Total Income has increased by 29% from
Rs.483crs to Rs.621crs whereas the Operating Profit has jumped by 58% from
Rs.48crs to Rs.76crs and Net Profit by 61% from Rs.29crs to Rs.47crs. The EPS
for the quarter is Rs.4/-. For the year, the Total Income has increased by 28% while
the Gross Profit has improved by 23% and Net Profit by 20%. The EPS for the year
is Rs.15/- against Rs.12/-. Encouraged by the performance, it has announced
75% Dividend against 70% last year. The Company has strong fundamentals.
The Paid-up Capital of the Company is small at Rs.62crs against high Networth
of Rs.1,704crs. However, the Return on Networth is high at 11% for the year on
increased Networth of 11%. Technically the scrip is moving around Rs.469/- with
a P/E Ratio of 32 and Book Value of Rs.137/-.
FH (in crs)

DR PRATHAP C REDDY, CHAIRMAN


Highlights:
Continued Strong performance in Q4
Delivers Industry leading growth in FY11
Consolidated Annual Revenues cross Rs. 25 billion
Board recommends dividend of Rs. 3.75 per share (75%)
Apollo Hospitals Chennai completes 100 Liver Transplants
and the Group now ranks amongst the busiest in the world in
Solid Organ Transplants
FY11 Standalone Revenues up by 28% at Rs. 23,320 million
EBITDA up by 34% at Rs. 3,773 million
PAT up by 20% to Rs. 1,817 million
FY11 Consolidated Revenues up by 29% at Rs. 26,054 million
EBITDA up by 39% at Rs. 4,189 million
PAT up by 34% to Rs. 1,839 million
Q4FY11 Standalone Revenues at Rs. 6,214 million, up by
28.7%
EBITDA at Rs. 948 million, up by 50.6%
Apollo Hospitals added a capacity of over 700 beds in the
last 15 months at its hospitals in Bhubaneswar, Hyderabad,
Karaikudi, Lavasa & Secunderabad.
SAP (Standalone pharmacies) posts record annual revenues
of Rs 6,614 million. First ever quarterly EBIT of Rs. 6 million
driven by good revenue growth and operating leverage.
Financial Highlights
Audited Standalone FY11 Performance (in comparison to
FY10)
o Revenues grew 27.7% to Rs. 23,320 million compared to
Rs.18,258 million in FY10.
o EBITDA grew 34% to Rs.3,773 million as against Rs. 2,816
million in FY10. The EBITDA margin improved by 75 basis points
to 16.2%.
o PAT was Rs. 1,817 million in FY11 vs. Rs. 1,520 million in
FY10.
o Recommended a dividend of Rs. 3.75 per share.
Audited Consolidated FY11 Performance
o Revenues grew 28.6% to Rs. 26,054 million compared to
Rs.20,265 million in FY10.
o EBITDA grew 39.0% to Rs. 4,189 million as against Rs.
3,013 million in FY10. The EBITDA margin improved by 121
basis points to 16.1%.
o PAT was Rs. 1,839 million in FY11 vs. Rs.1,376 million in
FY10.
Audited Standalone Q4FY11 Performance (in comparison to
Q4 FY10)

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.

31.03.11
(3M)
62.36
1641.30
1703.66
2.76
136.60
5.00
621.40
76.48
84.84
18.28
66.56
19.47
47.09
3.78

31.03.10
(3 M)
61.78
1479.99
1541.77
1.89
124.78
5.00
482.90
48.46
57.72
14.41
43.31
14.11
29.20
2.36

% CH

468.75
31.00
7.58
12.31

6.05
10.04

25.29
22.61

0.94
10.90
10.50
46.03
9.47
28.68
57.82
46.99
26.86
53.68
37.99
61.27
60.17

31.03.11
(12 M)
62.36
1641.30
1703.66
10.67
136.60
5.00
2331.96
306.69
339.59
70.26
269.33
87.61
181.72
14.57
3.75
468.75
32.17
7.79
13.15

31.03.10
(12 M)
61.78
1479.99
1541.77
9.86
124.78
5.00
1825.78
226.95
276.48
54.31
222.17
70.20
151.97
12.30
3.50

%CH

8.32
12.43

0.94
10.90
10.50
8.22
9.47
27.72
35.14
22.83
29.37
21.23
24.80
19.58
18.46
-

-6.37
5.79

o Revenues grew 28.7% to Rs. 6,214 million compared to Rs. 4,829


million in Q4FY10.
o EBITDA grew 50.6% to Rs. 948 million as against Rs. 629 million in
Q4FY10.
o PAT was Rs. 471 million vs. Rs. 292 million in Q4FY10, a growth of
61.3%.
Audited Consolidated Q4FY11 Performance
o Revenues grew 32.3% to Rs. 7,062 million compared to Rs. 5,355
million in Q4FY10.
o EBITDA grew 60.2% to Rs. 1,024 million as against Rs. 639 million in
Q4FY10. The EBITDA margin improved by 252 basis points to 14.5%.
o PAT was Rs. 466 million in Q4FY11 vs. Rs. 261 million in Q4FY10.
Commenting on the groups performance Dr. Prathap C Reddy, Chairman
said, FY11 has been a landmark year for us as we have crossed Rs 25
billion in consolidated annual revenues. This has been made possible by
steady growth in revenues from our increasing network of hospitals and
an outstanding performance of our Standalone Pharmacies (SAP)
segment.
We believe that this has come about due to our highly patient centric
model where everyone at Apollo is committed to provide the best clinical
and service experience to our patients. We focus on our chosen Centers
of Excellence; Cardiology, Oncology, Neurosciences, Critical Care,
Orthopedics, and Transplants, best in class clinical outcomes, adoption
of the latest technologies as well as our gradually expanding presence
across the country though our REACH hospitals have also been key
contributors to our success.
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

A P STOCKS : ATTRACTIVE VALUATIONS


T

he performance of Corporate Sector in the State of Andhra Pradesh is improving day by day. Infact, the corporate
sector in Andhra Pradesh is playing a vital role not only in the States GDP growth rate but is also contributing to Indias GDP
growth rate. It is creating large scale employment opportunities, industrial output, modern infrastructure, higher growth rate
of exports, improved revenue to the Centre & State, inter-State trade & business, demand for national & global goods and
services, inturn improved economic conditions of the people and above all serving the investors to the maximum extent
possible. The Industrial Revolution of A P has however started only in the 1980s and that too majority of the promoters are
first generation ones - mostly from Agricultural families. However, they have shown remarkable ability to withstand against
the National and Global competition. With the emergence of I T Sector in the 1990s the Industrial map of the State has
changed dramatically. The I T exports (alone) of around Rs.35,000crs from A P during 2010-11 indicates the States economic
dominance is improving significantly at the National level. It shows that the State has produced brilliant first generation
entreprenuers who have built national & global business empires. We have selected a sample of 117 companies (who have
created wealth to the shareholders) of different sectors in A P. Many stocks have attractive valuations due to technically weak
market conditions. The entire analysis has been done from the investors point of view.
For instance, Agro Tech Foods has
reported an Operating Profit of Rs.25crs and
Net Profit of Rs.32crs on a Total Income of
Rs.721crs for the year ended 31st March,
2011. Technically the scrip is moving around
Rs.360/- with a P/E Ratio of 28 and B V of
Rs.73/-.
Amara Raja Batteries has reported
an O P of Rs.217crs and PAT of Rs.148crs
on a Total Income of Rs.1,765crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.215/- with a P/E Ratio of
13 and B V of Rs.76/-.
Andhra Bank has reported an O P
of Rs.2,414crs and PAT of Rs.1,268crs on a
Total Income of Rs.9,189crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.129/- with a low P/E
Ratio of 6 and high B V of Rs.116/-.
Apollo Hospitals has reported an
O P of Rs.307crs and PAT of Rs.182crs on a
Total Income of Rs.2,332crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.469/- with a P/E Ratio of
31 and B V of Rs.137/-.
Astra Microwave has reported an
O P of Rs.30crs and PAT of Rs.24crs on a
Total Income of Rs.163crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.27/- with a P/E Ratio of 14
and B V of Rs.18/-.
Aurobindo Pharma has reported
an O P of Rs.788crs and PAT of Rs.563crs
on a Total Income of Rs.4,381crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.170/- with a P/E Ratio of
9 and B V of Rs.84/-.
B S Transcomm has reported an
OP of Rs.111crs and PAT of Rs.51crs on a
Total Income of Rs.872crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.114/- with a low P/E Ratio
of 5 and high B V of Rs.148/-.
Coromandel International has
reported an O P of Rs.923crs and PAT of
Rs.694crs on a Total Income of Rs.7,636crs
for the year ended 31st March, 2011.
Technically the scrip is moving around Rs.330/
- with a P/E Ratio of 13 and B V of Rs.68/-.

Divis Labs has reported an O P of


Rs.449crs and PAT of Rs.429crs on a Total
Income of Rs.1,318crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.750/- with a P/E Ratio of
23 and B V of Rs.136/-.
D Q Entertainment has reported an
O P of Rs.38crs and PAT of Rs.4crs on a
Total Income of Rs.208crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.40/- with a P/E Ratio of 10
and B V of Rs.45/-.
Dr.Reddys Labs has reported an
O P of Rs.1,263crs and PAT of Rs.1,104crs
on a Total Income of Rs.7,469crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.1,515/- with a P/E Ratio
of 23 and B V of Rs.272/-.
Gulf Oil Corporation has reported
an O P of Rs.39crs and PAT of Rs.57crs on a
Total Income of Rs.1,103crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.81/- with a P/E Ratio of
14 and B V of Rs.37/-.
HBL Power Systems has reported
an O P of Rs.32crs and PAT of Rs.16crs on a
Total Income of Rs.995crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.16/- with a P/E Ratio of 16
and B V of Rs.20/-.
Kallam Spinning Mills has reported
an O P of Rs.26crs and PAT of Rs.14crs on a
Total Income of Rs.136crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.40/- with a low P/E Ratio
of 2 and high B V of Rs.57/-.
Lokesh Machines has reported an
O P of Rs.19crs and PAT of Rs.7crs on a
Total Income of Rs.146crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.40/- with a P/E Ratio of 7
and high B V of Rs.72/-.
Midfield Industries has reported an
O P of Rs.25crs and PAT of Rs.13crs on a
Total Income of Rs.132crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.36/- with a low P/E Ratio
of 4 and high B V of Rs.84/-.
Natco Pharma has reported an O P
of Rs.80crs and PAT of Rs.54crs on a Total

Income of Rs.483crs for the year ended 31st


March, 2011. Technically the scrip is moving
around Rs.263/- with a P/E Ratio of 14 and B
V of Rs.125/-.
NCC has reported an O P of
Rs.579crs and PAT of Rs.222crs on a Total
Income of Rs.6,230crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.79/- with a low P/E Ratio
of 9 and high B V of Rs.97/-.
NMDC has reported an O P of
Rs.8,521crs and PAT of Rs.6,499crs on a
Total Income of Rs.11,369crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.258/- with a P/E Ratio
of 16 and B V of Rs.48/-.
Pennar Industries has reported an
O P of Rs.150crs and PAT of Rs.121crs on a
Total Income of Rs.1,373crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.38/- with a low P/E Ratio
of 6.
Ramky Infrastructure has reported
a G P of Rs.319crs and PAT of Rs.206crs on
a Total Income of Rs.3,147crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.265/- with a P/E Ratio
of 7 and B V of Rs.186/-.
Sathavahana Ispat has reported
an O P of Rs.94crs and PAT of Rs.57crs on
a Total Income of Rs.679crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.46/- with a low P/E Ratio
of 3 and high B V of Rs.71/-.
Suryalakshmi Cotton has reported
an O P of Rs.73crs and PAT of Rs.35crs on
a Total Income of Rs.612crs for the year
ended 31st March, 2011. Technically the scrip
is moving around Rs.68/- with a low P/E Ratio
of 3 and high B V of Rs.104/-.
Suven Life Sciences has reported
an O P of Rs.7crs and PAT of Rs.10crs on a
Total Income of Rs.150crs for the year ended
31st March, 2011. Technically the scrip is
moving around Rs.20/- with a P/E Ratio of 20
and B V of Rs.11/-.
For more details see the following pages.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

A P STOCKS :

ATTRACTIVE VALUATIONS
Year ended 31st Mar., 2011

Company (FV)

PAT
Equity Networth RNW
TO
OP
GP
PBT
EPS
(Rs. crs) (Rs. crs) (%) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs.)

8k Miles Software (10)

21

10

16

Agro Tech Foods (10)

24

178

18

721

25

52

47

32

13

DPS
(Rs.)

1.75

B V M P(Rs.) P/E
(Rs.) 22.06.11 Ratio
37

57 14.25

73

360 27.69

Aishwarya Telecom (5)

11

40

37

19

12 12.00

Amara Raja Batt (2)

17

646

23

1765

217

263

221

148

17

2.60

76

215 12.65

Andhra Bank (10)

560

6514

19

9189

2414

1768

1268

23

5.50

116

129

5.61

Andhra Petro (10)

85

188

19

457

66

75

52

36

1.00

22

26

6.50

Andhra Sugars (10)

27

413

470

70

92

54

35

13

152

89

6.85

Anus Labs (1)

24

162

11

270

40

28

25

17

3.00

A P Paper Mills (10)

40

578

793

91

124

57

45

11

145

358 32.55

Apollo Hospital (5)

62

1704

11

2332

307

340

269

182

15

3.75

137

469 31.27

Astra Microwave (2)

16

146

13

163

30

37

24

19

0.50

18

27 13.50

Aurobindo Pharma (1)

29

2445

23

4381

788

970

799

563

19

Avanti Feeds (10)

84

170

8.95

71

208

89

38

9.50

Avon Organics (10)

23

61

16

162

23

16

10

10

27

32

8.00

Bartronics (10)

34

557

21

907

146

157

104

118

35

164

59

1.69

Bhagyanagar India (2)

14

231

186

19

14

10

34

BS Transcomm (10)

22

324

16

872

111

90

77

51

23

Cat Technologies (10)

79

355

57

57

57

Comp-u-Learn Tech (10)

19

28

33

78

17

15

14

14

Coromandel Int. (1)

28

1904

36

7636

923

1050

988

694

25

68

330 13.20

Cura Technologies (10)

10

83

17

88

210 70.00

Cybermate Info (10)

63

104

13

0.14

17

Divis Labs (2)

27

1797

24

1318

449

526

472

429

32

DQ Entertainment (10)

79

355

208

38

71

37

31

Dr.Reddys Lab (5)

85

4599

24

7469

1263

1244

1104

65

Dredging Corporat (10)

28

1369

458

-20

115

45

40

14

Facor Alloys (1)

20

395

48

52

49

33

Fenoplast (10)

Ferro Alloys (1)

19

Four Soft (5)

19

158

389

7667

GMR Infrastructure (1)

25

10

1.00

10.00

11.25

148

17 17.00
114

4.96

10

1.43

10

2.00

7.14

136

750 23.44

45

40 10.00

272

1515 23.31

489

304 21.71
2.00

40

8.00

15

7.50

172

494

62

69

59

38

122

41

14 14.00

5774

695

-162

-1023

-930

20

31

74

Goldstone Infra (4)

14

Granules India (10)

20

218

10

475

38

45

27

21

10

Gulf Oil Corp (2)

20

369

15

1103

39

88

69

57

GVK Power (1)

158

3387

1915

322

279

96

155

HBL Power System (1)

25

511

995

32

36

16

Hindustan Dorr-Oliv (2)

14

238

16

1072

75

74

64

39

Hindustan Fluoro (10)

20

30

Hyderabad Inds (10)

293

17

724

72

92

74

51

68

53

18 18.00
109
2.00

84

8.40

37

81 13.50

21

19 19.00

0.10

20

16 16.00

0.80

33

48

9.60

11

11.00

16.00

392

372

5.47

Note- Figures rounded off, consolidated figures taken wherever possible, **18 months, ***Year ended 30.06.10, #Year ended 31.12.10,^6months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

10

COVER STORY

A P STOCKS :

ATTRACTIVE VALUATIONS
Year ended 31st Mar., 2011

Company (FV)

PAT
Equity Networth RNW
TO
OP
GP
PBT
EPS
(Rs. crs) (Rs. crs) (%) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs.)

ICSA (India) (2)

10

836

Infotech Enter. (5)

15

1404

266

199

179

126

DPS
(Rs.)

26

B V M P(Rs.) P/E
(Rs.) 22.06.11 Ratio
175

56

1046

13

1188

132

208

160

140

13

1.25

94

Jocil (10)

120

16

383

27

35

28

19

44

8.00

271

Kakatiya Cement (10)

136

101

11

176

103

3.96

139 10.69
256

5.82

69 13.80

Kallam Spinning (10)

39

36

136

26

26

20

14

20

1.80

57

Kaveri Seed Co (10)

14

189

20

235

51

40

38

27

2.50

138

382 14.15

Kernex Micro (10)

13

128

43

103

90 22.50

KSK Energy (10)

373

2839

1144

433

315

193

182

76

113 22.60

Lanco Infratech (1)

239

4623

20

7784

1537

1851

1498

945

19

26

6.50

25

174

30

486

74

67

61

52

20

68

44

2.20

^LN Polyesters (10)

89

187

74

0.26

21

27

Lokesh Machines (10)

12

85

146

19

19

11

72

40

6.67

235

1725

5145

270

-99

-86

-147

15

84

LGS Global (10)

Mahindra Satyam (2)

40

2.00

Manjeera Construc (10)

13

63

23

125

23

21

15

12

1.00

51

97

8.08

Midfield Inds (10)

13

108

12

132

25

20

19

13

10

84

36

3.60

Nagarjuna Agriche (10)

15

570

30

30

Natco Pharma (10)

28

352

16

483

80

81

67

54

19

Nava Bharat Venture(2)

15

1890

18

1100

263

399

352

332

44

NCC (2)

51

2494

6230

579

461

325

222

1.00

97

79

8.78

NCL Industries (10)

35

155

15

365

68

60

29

23

1.50

44

36

5.14

Nelcast (10)

17

215

40

507

22

27

18

*87

50

3.00

123

100

2.00

67

398

33

20

122

124 13.78

428

1020

12

3091

331

293

198

117

24

31 10.33

115 57.50

6.00

125

263 13.84

248

205

4.66

(*includes E I Rs.75crs)
Neuland Labs (10)
NFCL (10)
Nile (10)

32

22

299

17

12

10

24

396

19215

34

11369

8521

9852

9727

6499

16

49

340

0.31

130

0.21

Oil Country (10)

44

194

16

Pennar Inds. (5)

61

NMDC (1)
Northgate Tech (10)

Pitti Laminations (10)


Pochiraju Inds (10)

326

54

46

30

2.00

150

136

121

76

1.25

1.00

67

13

256

25

20

13

19

89

13

55

12

14

12

12

36

28

95

15

17

15

10

12

Prithvi Information (10)

18

389

1530

-23

24

15

12

Priyadarshini Spin (10)

11

260

15

10

27

275

41

32

21

14

47

Ramky Infra (10)

54

107
3.30

1373

Premier Explosives (10)

Rajvir Industries (10)

1.00

2.00

6.83

258 16.13

69

12 57.14

44

71 10.14
38

6.33

71

36

4.00

47

16

2.67

44

72

6.00

215

4.00

164

48

27

3.86

72

9.00

176

157

3.34

57

1065

19

3147

319

296

206

36

186

265

7.36

Ranklin Solutions (10)

27

26

48

10

10

14

54

14

1.00

Reil Electricals (10)

12

35

32

11

31

Sagar Cements (10)

15

225

498

35

50

23

18

12

150

136

11.33

17

10

16

Sagarsoft (10)

3.00

Note- Figures rounded off, consolidated figures taken wherever possible, **18 months, ***Year ended 30.06.10, #Year ended 31.12.10,^6months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

11

COVER STORY

A P STOCKS :

ATTRACTIVE VALUATIONS
Year ended 31st Mar., 2011

Company (FV)

PAT
Equity Networth RNW
TO
OP
GP
PBT
EPS
(Rs. crs) (Rs. crs) (%) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs. crs) (Rs.)

Samkrg Pistons (10)

10

51

19

Sathavahana Ispat (10)


SBH (100)

170

17

24

35

246

23

21

5315

22

SKS Microfinance (10)

72

1771

1245

SMS Pharma (10)

15

10

679

94

96

79

8835

2319

1766

496

189

172

112

B V M P(Rs.) P/E
(Rs.) 22.06.11 Ratio

10

4.50

57

16

1.80

1166

5620
15

245

10

224

25

23

10

Sree Akkamamba (10)

124

17

17

12

49

Sree Rayala. Hi-St (10)

11

76

218

29

30

19

21

19

Sree Rayala. Alka (10)

68

188

697

61

62

27

14

Srinivasa Hatcher (10)

10

84

23

143

26

33

29

20

20

SSPDL (10)

13

67

10

64

27

DPS
(Rs.)

52

78

7.80

71

46

2.88

25615

NL

363 24.20
198 24.75

70

2.50

41

2.16

28

4.50

86

95

4.75

52

20

4.00

Steel Exchange (10)

43

1156

70

40

29

18

Sujana Metal Prod (5)

98

721

4555

244

120

50

23

37

40 10.00
9

9.00

**Sujana Towers (1)

49

672

12

1749

209

140

114

79

14

28

**Sujana Univers (10)

130

28

15 15.00

3444

93

93

54

40

Surana Telecom (5)

10

59

62

-12

Surana Ventures (10)

25

44

38

102

22

22

21

16

18

44

Suryaamba Spin (10)

0.50

6.29

23

15

120

15

102

37

2.47

Suryachakra Power (10)

77

143

143

10

12

19

11

11.00

Suryajyoti Spinning (10)

18

100

16

395

41

41

22

16

54

30

3.33

Suryalakshmi Cot. (10)

13

139

25

612

73

73

51

35

26

2.50

104

68

2.62

Suryalata Spinning (10)

35

56

248

37

37

31

20

61

3.00

102

109

1.79
1.33

Suryavanshi Spin (10)

13

52

31

289

24

24

16

16

12

39

16

Suven Life Sciences (1)

12

127

150

10

0.25

11

20 20.00

Taj GVK Hotels (2)

13

321

13

261

77

86

66

43

2.00

51

100 14.29

Telecanor Global (10)

11

35

15

13

28

7.00

Tera Software (10)

13

67

14

125

17

18

15

10

53

49

6.13

Tyche Industries (10)

10

31

46

30

13

6.50

21

24

4.80

335

204

7.85

472

Vamshi Rubber (10)

25

66

VBC Ferro Alloys (10)

147

112

19

18

16

11

26

**Veljan Denison (10)

31

26

17

92

100

Virinchi Tech (10)

15

65

12

Visaka Industries (10)

16

261

17

653

85

69

45

28

Vishnu Chemicals (10)

12

43

27

284

43

27

16

11

10

Vivimed Labs (10)

10

188

26

417

76

64

55

49

48

VST Industries (10)

15

261

36

585

118

160

135

95

62

1.00

5.00

45

10

3.33

165

97

3.46

36

86

8.60
5.65

185

271

169

927 14.95

***GSS Infotech (10)

14

446

13

428

85

69

56

40

315

159

3.98

***MIC Electronics (2)

21

381

15

279

72

69

65

55

37

14

2.80

***Neha Inter (10)

15

58

21

56

13

14

10

12

39

#Rain Commod (2)

71

1393

17

3756

634

453

338

241

39

157 19.63
33

Note- Figures rounded off, consolidated figures taken wherever possible, **18 months, ***Year ended 30.06.10, #31.12.10,^6months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

12

4.71

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BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK (F V)

Total Business Total Business


(Rs. crs)
(Rs. crs)
31.03.11
31.03.10

Total Deposits Total Deposits % CH


(Rs. crs)
(Rs. crs)
31.03.11
31.03.10

% CH

Total Advan. Total Advan. % CH


(Rs. crs)
(Rs. crs)
31.03.11
31.03.10

Allahabad Bank (10)

2,25,512

1,77,661

27

1,31,887

1,06,056

24

93,625

71,605

31

Andhra Bank (10)

1,63,592

1,33,802

22

92,156

77,688

19

71,435

56,114

27

Axis Bank (10)

3,31,646

2,45,641

35

1,89,238

1,41,300

34

1,42,408 1,04,341

36

Bank of Baroda (10)

5,34,116

4,16,297

28

3,05,439

2,41,262

27

2,28,676 1,75,035

31

2,13,096 1,68,491

26

Bank of India (10)

5,11,982

3,98,253

29

2,98,886

2,29,762

30

Bank of Maharashtra (10)

1,13,726

1,03,619

10

66,845

63,304

Canara Bank (10)

5,06,440

4,03,986

25

2,93,973

2,34,651

25

Central Bank of India (10)

3,09,081

2,67,491

16

1,79,356

1,62,107

City Union Bank (1)

46,881

40,315

16

2,12,467 1,69,335

25

11 1,29,725 1,05,383

23

22,170

17,118

30

12,914

10,285

26

9,255

6,833

35

Corporation Bank (10)

2,03,598

1,55,936

31

1,16,748

92,734

26

86,850

63,203

37

Dena Bank (10)

1,09,038

86,807

26

64,210

51,344

25

44,828

35,462

26

Dhanlaxmi Bank (10)

21,595

12,105

78

12,530

7,098

77

9,065

5,006

81

Federal Bank (10)

74,968

63,008

19

43,015

36,058

19

31,953

26,950

19

HDFC Bank (10)

3,68,569

2,93,235

26

2,08,586

1,67,404

25

1,59,983 1,25,831

27

ICICI Bank (10)

4,41,968

3,83,222

15

2,25,602

2,02,017

12

2,16,366 1,81,206

19

IDBI Bank (10)

3,37,584

3,05,869

10

1,80,486

1,67,667

1,57,098 1,38,202

14

Indian Bank (10)

1,81,054

1,50,374

20

1,05,804

88,228

20

75,250

Indian Overseas Bank (10) 2,57,062

62,146

21

1,89,794

35

1,45,229

1,10,795

31

1,11,833

78,999

42

Indusind Bank (10)

60,531

47,261

28

34,365

26,710

29

26,166

20,551

27

ING Vysya Bank(10)

53,796

44,372

21

30,194

25,865

17

23,602

18,507

28

J & K Bank (10)

70,870

60,294

18

44,676

37,237

20

26,194

23,057

14

Karnataka Bank (10)

44,685

38,166

17

27,336

23,731

15

17,348

14,436

20

Karur Vysya Bank (10)

42,536

32,719

30

24,722

19,272

28

17,814

13,447

32

Kotak Mahindra Bank (5)

58,590

44,662

31

29,261

23,886

23

29,329

20,775

41

Lakshmi Vilas Bank (10)

19,244

15,353

25

11,150

9,075

23

8,094

6,278

29

Oriental Bank of Co.(10)

2,34,962

2,03,747

15

1,39,054

1,20,258

16

95,908

83,489

15

Punjab & Sind Bank (10)

1,02,361

81,794

25

59,723

49,155

22

42,638

32,639

31

Punjab National Bank(10)

5,63,979

4,42,569

27

3,16,232

2,51,458

26

2,47,747 1,91,111

30

South Indian Bank (1)

50,210

38,834

29

29,721

23,012

29

20,489

15,822

29

State Bank of B & J (10)

95,059

81,235

17

53,852

46,059

17

41,207

35,176

17

State Bank of Hyd. (100)

1,53,348

1,25,796

22

88,628

72,971

21

64,720

52,825

23

State Bank of India(10)

16,90,652

14,36,030

18

9,33,933

8,04,116

16

7,56,719 6,31,914

20

77,255

68,416

13

43,225

38,880

11

State Bank of Patia. (100)

1,19,499

1,10,899

68,066

64,552

51,433

46,347

11

State Bank of Travan.(10)

1,04,202

89,345

17

58,158

50,883

14

46,044

38,461

20

Syndicate Bank (10)

2,42,378

2,07,432

17

1,35,596

1,17,026

16

1,06,782

90,406

18

24,552

19,927

23

13,793

11,639

19

10,759

8,288

30

Uco Bank (10)

2,44,348

2,04,920

19

1,45,278

1,22,416

19

99,071

82,505

20

Union Bank of India (10)

3,53,447

2,89,355

22

2,02,461

1,70,040

19

1,50,986 1,19,315

27

United Bank of India (10)

1,31,347

1,10,510

19

77,845

68,180

14

53,502

42,330

26

Vijaya Bank (10)

1,21,967

1,03,453

18

73,248

61,932

18

48,719

41,522

17

80,303

48,992

64

45,939

26,799

71

34,364

22,193

55

State Bank of Myso. (10)

Tamilnad Mer. Bank (10)

Yes Bank (10)

34,030

29,536

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

14

15

BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK

Allahabad Bank

TI
TI
% CH
OP
(Rs. crs) (Rs. crs)
(Rs. crs)
31.03.11 31.03.10
31.03.11

OP
% CH
(Rs. crs)
31.03.10

PBT
(Rs. crs)
31.03.11

PBT
(Rs. crs)
31.03.10

%
PAT
PAT % CH
C H (Rs. crs) (Rs. crs)
31.03.11 31.03.10

12,472

9,945

25

3,074

2,573

19

1,950

1,796

1,440

1,228

17

9,189

7,341

25

2,414

1,814

33

1,768

1,440

23

1,268

1,050

21

Axis Bank

19,787

15,584

27

6,416

5,241

22

5,136

3,851

33

3,388

2,515

35

Bank of Baroda

24,695

19,423

27

6,982

4,854

44

5,650

4,238

33

4,242

3,058

39

Bank of India

24,394

20,495

19

5,384

4,705

14

3,495

2,494

40

2,489

1,741

43

6,094

5,327

14

855

815

388

569

-32

330

440

-25

25,767

21,610

19

6,107

5,061

21

5,026

3,821

32

4,026

3,021

33
638

Andhra Bank

Bank of Maharashtra
Canara Bank
Catholic Syrian Bank

837

652

28

34

337

17

-8

12

Central Bank of India

16,486

13,800

19

2,591

2,059

26

1,659

1,550

1,252

1,058

18

1,376

1,100

25

361

256

41

282

195

44

215

153

41

10,460

8,481

23

2,622

2,137

23

1,934

1,662

16

1,413

1,170

21

5,567

4,599

21

1,224

841

46

899

687

31

612

511

20

City Union Bank


Corporation Bank
Dena Bank
Dhanlaxmi Bank

1,053

626

68

67

39

74

40

28

43

26

23

12

Federal Bank

4,569

4,204

1,427

1,265

13

902

860

587

465

26

HDFC Bank

24,263

20,156

20

7,725

6,430

20

5,819

4,289

36

3,928

2,949

33

ICICI Bank

32,622

33,185

-2

9,048

9,732

-7

6,761

5,345

26

5,151

4,025

28

IDBI Bank

20,684

17,563

18

4,158

2,726

53

2,281

1,045

118

1,650

1,031

60

Indian Bank

10,543

9,031

17

3,292

2,747

20

2,634

2,352

12

1,714

1,555

10

Indian Overseas Ba.

13,327

11,389

17

2,861

1,845

55

1,592

979

63

1,073

707

52

Indusind Bank

4,303

3,260

32

1,082

704

54

880

533

65

577

350

65

ING Vysya Bank

3,349

2,822

19

635

611

484

372

30

319

242

32

J & K Bank

4,078

3,473

17

1,149

958

20

934

792

18

615

512

20

Karnataka Bank

2,663

2,355

13

355

261

36

235

190

24

205

167

22

Karur Vysya Bank

2,482

2,005

24

601

463

30

561

426

32

416

336

24

Kotak Mahindra Ba.

4,937

3,884

27

1,325

1,297

1,188

811

46

818

561

46

Lakshmi Vilas Bank

1,202

1,029

17

274

166

65

124

31

298

101

31

230

Oriental Bank of Co.

13,048

11,457

14

3,245

2,422

34

2,039

1,606

27

1,503

1,135

32

Punjab & Sind Bank

5,370

4,346

24

1,014

878

15

770

666

15

526

509

Punjab National Ba.

30,599

24,879

23

9,056

7,173

26

6,564

5,905

11

4,434

3,905

14

SIDBI

3,867

3,198

21

1,371

1,523

-10

847

865

-2

514

421

22

South Indian Bank

2,643

2,144

23

525

411

28

445

367

21

293

234

25

State Bank of B & J

5,436

4560

19

1,140

904

26

824

690

20

551

455

21

State Bank of Hyd.

8,835

7,175

23

2,319

1,721

35

1,766

1,391

27

1,166

823

42

State Bank of India

97,219

85,962

13

25,336

18,321

38

14,954

13,926

8,265

9,166

-10

State Bank of Mysore

4,534

3,985

14

1,174

937

25

742

704

501

446

12

State Bank of Patiala

7,234

6,650

1,759

1,308

35

1,063

867

23

653

551

19

State Bank of Travan.

5,810

4,906

18

1,176

972

21

882

888

-1

728

684

12,366

11,215

10

2,750

1,874

47

1,285

1,174

1,048

813

29

1,559

1,291

21

434

316

37

372

275

36

251

185

36

Uco Bank

12,296

10,492

17

2,695

1,706

58

945

1,049

-10

907

1,012

-10

Union Bank of India

18,491

15,277

21

4,305

3,659

18

2,955

2,833

2,082

2,075

0.34

United Bank of India

6,979

5,808

20

1,507

876

72

669

411

63

524

322

63

Vijaya Bank

6,377

5,880

1,047

1,057

-1

684

701

-2

524

507

Yes Bank

4,665

2,945

58

1,190

863

38

1,092

726

50

727

478

52

Syndicate Bank
Tamilnad Mercantile

Note- Figures rounded off


KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

15

BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK

T I as % T I as % of % CH O P as % O P as % % CH PBT as % of PBT as % of % PAT as % PAT as % % CH


C H of T B
of T B
TB
of T B
of T B
TB
TB
of T B
31.03.11 31.03.10
31.03.11
31.03.10
31.03.11
31.03.10
31.03.11 31.03.10

Allahabad Bank

5.53

5.60

-1

1.36

1.45

-6

0.86

1.01

-15

0.64

0.69

-7

Andhra Bank

5.62

Axis Bank

5.97

5.49

6.34

-6

1.48

1.11

33

1.08

0.88

23

0.78

0.64

22

1.93

2.13

-9

1.55

1.57

-1

1.02

1.02

Bank of Baroda

4.62

4.67

-1

1.31

1.17

12

1.06

1.02

0.79

0.73

Bank of India

4.76

Bank of Maharashtra

5.36

5.15

-8

1.05

1.18

-11

0.68

0.63

0.49

0.44

11

5.14

0.75

0.79

-5

0.34

0.55

-38

0.29

0.42

-31

Canara Bank
Central Bank of India

5.09

5.35

-5

1.21

1.25

-3

0.99

0.95

0.79

0.75

5.33

5.16

0.84

0.77

0.54

0.58

-7

0.41

0.40

City Union Bank

6.21

6.43

-3

1.63

1.49

1.27

1.14

11

0.97

0.89

Corporation Bank

5.14

5.44

-6

1.29

1.37

-6

0.95

1.06

-10

0.69

0.75

-8

Dena Bank

5.11

5.30

-4

1.12

0.97

15

0.82

0.79

0.56

0.59

-5

Dhanlaxmi Bank

4.88

5.17

-6

0.31

0.32

-3

0.19

0.23

-17

0.12

0.19

-37

Federal Bank

6.09

6.67

-9

1.90

2.01

-5

1.20

1.36

-12

0.78

0.74

HDFC Bank

6.58

6.87

-4

2.10

2.19

-4

1.58

1.46

1.07

1.01

ICICI Bank

7.38

8.66

-15

2.05

2.54

-19

1.53

1.39

10

1.17

1.05

11

IDBI Bank

6.13

5.74

1.23

0.89

38

0.68

0.34

100

0.49

0.34

44

Indian Bank

5.82

6.01

-3

1.82

1.83

-1

1.45

1.56

-7

0.95

1.03

-8

Indian Overseas Ba.

5.18

6.00

-14

1.12

0.97

15

0.62

0.52

19

0.42

0.37

14

Indusind Bank

7.11

6.90

1.79

1.49

20

1.45

1.13

28

0.95

0.74

28

ING Vysya Bank

6.23

6.36

-2

1.18

1.38

-14

0.90

0.84

0.59

0.55

J & K Bank

5.75

5.76 -0.17

1.62

1.59

1.32

1.31

0.87

0.85

Karnataka Bank

5.96

6.17

-3

0.80

0.68

18

0.53

0.50

0.46

0.44

Karur Vysya Bank

5.84

6.13

-5

1.41

1.42

-1

1.32

1.30

0.98

1.03

-5

Kotak Mahindra Ban.

8.43

8.70

-3

2.26

2.90

-22

2.03

1.82

12

1.40

1.26

11

Lakshmi Vilas Bank

6.25

6.70

-7

1.42

1.08

31

0.64

0.20

220

0.52

0.20

160

Oriental Bank of Com.

5.55

5.62

-1

1.38

1.19

16

0.87

0.79

10

0.64

0.56

14

Punjab & Sind Bank

5.25

5.31

-1

0.99

1.07

-7

0.75

0.81

-7

0.51

0.62

-18

Punjab National Ban.

5.43

5.62

-3

1.61

1.62

-1

1.16

1.33

-13

0.79

0.88

-10

South Indian Bank

5.26

5.52

-5

1.05

1.06

-1

0.89

0.95

-6

0.58

0.60

-3

State Bank of B & J

5.72

5.61

1.20

1.11

0.87

0.85

0.58

0.56

State Bank of Hyd.

5.76

5.70

1.51

1.37

10

1.15

1.11

0.76

0.65

17

State Bank of India

5.75

5.99

-4

1.50

1.28

17

0.88

0.97

-9

0.49

0.64

-23

State Bank of Mysore

5.87

5.82

1.52

1.37

11

0.96

1.03

-7

0.65

0.65

State Bank of Patiala

6.05

6.00

1.47

1.18

25

0.89

0.78

14

0.55

0.50

10

State Bank of Travan.

5.58

5.49

1.13

1.09

0.85

0.99

-14

0.70

0.77

-9

Syndicate Bank

5.10

5.41

-6

1.13

0.90

26

0.53

0.57

-7

0.43

0.39

10

Tamilnad Mercantile

6.35

6.48

-2

1.77

1.59

11

1.52

1.38

10

1.02

0.93

10

Uco Bank

5.03

5.12

-2

1.10

0.83

33

0.39

0.51

-24

0.37

0.49

-24

Union Bank of India

5.23

5.28

-1

1.22

1.26

-3

0.84

0.98

-14

0.59

0.72

-18

United Bank of India

5.31

5.26

1.15

0.79

46

0.51

0.37

38

0.40

0.29

38

Vijaya Bank

5.23

5.68

-8

0.86

1.02

-16

0.56

0.68

-18

0.43

0.49

-12

Yes Bank

5.81

6.01

-3

1.48

1.76

-16

1.36

1.48

-8

0.91

0.98

-7

Note- Figures rounded off


KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

16

BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK

OP as % OP as % % CH PAT as % PAT as % % CH % GNPAs % GNPAs %


%
%
% CH
TI
TI
TI
TI
31.03.11
31.03.10 C H NNPAs NNPAs
31.03.11 31.03.10
31.03.11
31.03.10
31.03.11 31.03.10

Allahabad Bank

24.64

25.87

-5

11.54

12.35

-7

1.74

1.69

0.79

0.66

20

Andhra Bank

26.27

24.71

13.80

14.30

-4

1.38

0.86

60

0.38

0.17

124

Axis Bank

32.42

33.63

-4

17.12

16.14

1.01

1.13

-11

0.26

0.36

-28

Bank of Baroda

28.27

24.99

13

17.18

15.75

1.36

1.36

0.35

0.34

Bank of India

22.07

22.96

-4

10.20

8.50

20

2.23

2.85

-22

0.91

1.31

-31

Bank of Maharashtra

14.03

15.29

-8

5.42

8.25

-34

2.47

2.96

-17

1.32

1.64

-20

Canara Bank

23.70

23.42

15.62

13.98

12

1.45

1.52

-5

1.11

1.06

5
10

Catholic Syrian Bank

4.02

1.18

241

1.46

0.25

484

3.05

3.29

-7

1.74

1.58

Central Bank of India

15.72

14.92

7.60

7.67

-1

1.82

2.29

-21

0.65

0.69

-6

City Union Bank

26.24

23.25

13

15.63

13.89

13

1.21

1.36

-11

0.52

0.58

-10

Corporation Bank

25.07

25.19 -0.48

13.51

13.80

-2

0.91

1.02

-11

0.46

0.31

48

Dena Bank

21.98

18.28

20

10.99

11.12

-1

1.86

1.80

1.22

1.21

6.40

6.18

2.47

3.72

-34

0.74

1.54

-52

0.30

0.84

-64

31.24

30.09

12.85

11.05

16

3.49

2.97

18

0.60

0.48

25

Dhanlaxmi Bank
Federal Bank
HDFC Bank

31.84

31.90 -0.19

16.19

14.63

11

1.05

1.43

-27

0.20

0.30

-33

ICICI Bank

27.73

29.33

-5

15.79

12.13

30

4.47

5.06

-12

1.11

2.12

-48

IDBI Bank

20.10

15.52

30

7.98

5.87

36

1.76

1.53

15

1.06

1.02

4
130

Indian Bank

31.22

30.42

16.26

17.22

-6

0.98

0.81

21

0.53

0.23

Indian Overseas Ba.

21.47

16.20

33

8.05

6.21

30

2.72

4.47

-39

1.19

2.52

-53

Indusind Bank

25.14

21.59

16

13.42

10.74

25

1.01

1.23

-18

0.28

0.50

-44

ING Vysya Bank

18.97

21.66

-12

9.51

8.58

11

2.30

2.96

-22

0.39

1.20

-68

J & K Bank

28.19

27.59

15.09

14.75

1.95

1.97

-1

0.20

0.28

-29

Karnataka Bank

13.34

11.08

20

7.68

7.10

3.97

3.73

1.62

1.31

24

Karur Vysya Bank

24.20

23.10

16.74

16.76 -0.12

1.26

1.72

-27

0.07

0.23

-70

Kotak Mahindra Ban.

26.84

33.39

-20

16.57

14.45

15

2.03

3.62

-44

0.72

1.73

-58

Lakshmi Vilas Bank

22.79

16.15

41

8.42

2.98

183

1.93

5.12

-62

0.90

4.11

-78

Oriental Bank of Com.

24.87

21.14

18

11.52

9.90

16

1.98

1.74

14

0.98

0.87

13

Punjab & Sind Bank

18.87

20.19

-7

9.80

11.71

-16

0.99

0.63

57

0.56

0.36

56

Punjab National Ban.

29.59

28.83

14.49

15.70

-8

1.79

1.71

0.85

0.53

60

SIDBI

35.45

47.62

-26

13.29

13.16

0.60

0.20

200

0.28

0.18

56

South Indian Bank

19.88

19.15

11.07

10.90

1.11

1.32

-16

0.29

0.39

-26

State Bank of B & J

20.98

19.82

10.13

9.98

2.00

1.72

16

0.83

0.78

State Bank of Hyd.

26.25

23.98

13.20

11.47

15

1.76

1.22

44

0.87

0.55

58

State Bank of India

26.06

21.31

22

8.50

10.66

-20

3.28

3.05

1.63

1.72

-5

State Bank of Mysore

25.89

23.53

10

11.04

11.19

-1

2.51

2.00

26

1.38

1.02

35

State Bank of Patiala

24.32

19.67

24

9.03

8.28

2.64

2.14

23

1.21

1.04

16

State Bank of Travan.

20.24

19.82

12.53

13.95

-10

1.80

1.65

0.98

0.91

Syndicate Bank

22.24

16.71

33

8.47

7.25

17

2.40

2.19

10

0.97

1.07

-9

Tamilnad Mercantile

27.84

24.47

14

16.09

14.29

13

1.30

1.37

-5

0.27

0.24

13

Uco Bank

21.92

16.26

35

7.37

9.65

-24

3.13

1.99

57

1.84

1.17

57

Union Bank of India

23.28

23.95

-3

11.26

13.58

-17

2.37

2.20

1.19

0.81

47

United Bank of India

21.59

15.08

43

7.51

5.55

35

2.51

3.21

-22

1.42

1.84

-23

Vijaya Bank

16.41

17.98

-9

8.21

8.63

-5

2.56

2.37

1.52

1.40

Yes Bank

25.52

29.31

-13

15.59

16.22

-4

0.23

0.27

-15

0.03

0.06

-50

Note- Figures rounded off


KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

17

BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK

Equity
Equity % CH R & S
(Rs. crs) (Rs. crs)
(Rs. crs)
31.03.11 31.03.10
31.03.11

R & S % CH Networth
(Rs. crs)
(Rs. crs)
31.03.10
31.03.11

Networth
(Rs. crs)
31.03.10

%
CH

RNW
RNW % CH
(%)
(%)
31.03.11 31.03.10

Allahabad Bank

476

447

7,393

5,649

31

7,869

6,095

29

18

20

-9

Andhra Bank

560

485

15

5,955

3,942

51

6,514

4,427

47

19

24

-18

Axis Bank

411

405

18,588

15,639

19

18,999

16,044

18

18

16

14

Bank of Baroda

393

366

19,358

13,420

44

19,751

13,785

43

21

22

-3

Bank of India

547

526

14,963

11,930

25

15,510

12,456

25

16

14

15

Bank of Maharashtra

482

431

12

2,458

1,973

25

2,939

2,404

22

11

18

-39

Canara Bank

443

410

17,498

12,129

44

17,941

12,539

43

22

24

-7
413

Catholic Syrian Bank

31

19

66

474

331

43

506

350

45

0.47

Central Bank of India

404

404

3,959

3,959

4,363

4,363

29

24

18

41

40

966

786

23

1,007

826

22

21

19

15

Corporation Bank

148

143

6,990

5,631

42

7,138

5,775

24

20

20

-2

Dena Bank

333

287

16

3,126

2,106

48

3,459

2,393

45

18

21

-17

City Union Bank

Dhanlaxmi Bank
Federal Bank
HDFC Bank

85

64

33

743

359

107

828

423

96

-43

171

171

0.01

4,932

4,514

5,103

4,685

12

10

16

465

458

24,911

21,062

18

25,376

21,520

18

15

14

13

ICICI Bank

1,152

1,115

53,939

50,503

55,091

51,618

20

IDBI Bank

985

725

36

11,657

7,472

56

12,642

8,197

54

13

13

Indian Bank

430

430

7,497

6,217

21

7,927

6,647

19

22

23

-8

Indian Overseas Ba.

619

545

14

7,546

5,804

30

8,165

6,349

29

13

11

18

Indusind Bank

466

411

13

3,359

1,755

91

3,825

2,166

77

15

16

-7

ING Vysya Bank

121

120

2,399

2,103

14

2,520

2,223

13

13

11

16

48

48

3,430

2,962

16

3,479

3,010

16

18

17

Karnataka Bank

188

134

40

2,241

1,699

32

2,429

1,833

33

-8

Karur Vysya Bank

117

54

115

2,020

1,566

29

2,137

1,620

32

19

21

-6

Kotak Mahindra Ban.

368

348

6,428

4,137

55

6,796

4,485

52

12

13

-4

Lakshmi Vilas Bank

98

98

0.02

714

641

11

812

739

10

12

200

Oriental Bank of Com.

292

251

16

9,919

7,070

40

10,211

7,321

39

15

16

-5

Punjab & Sind Bank

223

183

22

2,627

1,746

50

2,849

1,929

48

18

26

-30

Punjab National Ba.

317

315

0.5

19,721

15,916

24

20,038

16,231

23

22

24

-8

SIDBI

450

450

5,648

5,265

6,098

5,715

14

South Indian Bank

113

113

1,581

1,354

17

1,694

1,467

15

17

16

State Bank of B & J

50

50

2,801

2,367

18

2,851

2,417

18

19

19

State Bank of Hyd.

21

21

5,294

4,244

25

5,315

4,265

25

22

19

14

State Bank of India

635

635

0.02

64,351

65,314

-1

64,986

65,949

-1

13

14

-8
-25

J & K Bank

State Bank of Mysore

47

36

30

3,050

2,034

50

3,097

2,070

50

16

22

State Bank of Patiala

295

295

3,801

3,452

10

4,095

3,747

16

15

State Bank of Travan.

50

50

3,414

2,791

22

3,464

2,841

22

21

24

-13

Syndicate Bank

573

522

10

6,084

4,701

29

6,657

5,223

27

16

16

Tamilnad Mercantile

0.28

0.28

1,366

1,148

19

1,366

1,148

19

18

16

14

Uco Bank

628

549

14

4,591

3,062

50

5,219

3,611

45

17

28

-38

Union Bank of India

635

505

26

10,555

8,303

27

11,191

8,808

27

19

24

-21

United Bank of India

344

316

3,219

2,585

25

3,563

2,901

23

15

11

32

Vijaya Bank

473

434

2,851

1,885

51

3,323

2,318

43

16

22

-28

Yes Bank

347

340

3,447

2,750

25

3,794

3,090

23

19

15

24

Note- Figures rounded off


KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

18

BANKING

BANKING STOCKS : GROWTH WITH ASSET QUALITY


Year ended 31st March 2010 & 2011

BANK

BV
(Rs.)
31.03.11

BV
% CH
EPS
(Rs.)
(Rs.)
31.03.10
31.03.11

EPS
(Rs.)
31.03.10

% CH

DPS
(Rs.)
31.03.11

DPS
(Rs.)
31.03.10

%
CH

MP
(Rs.)
17.06.11

P/E
Ratio

P/BV
Ratio
1.20

Allahabad Bank

165

136

21

30.23

27.50

10

6.00

5.50

198

6.55

Andhra Bank

116

91

28

22.66

21.64

5.50

5.00

10

134

5.91

1.16

Axis Bank

463

396

17

82.54

62.06

33

14.00

12.00

17

1223

14.82

2.64

Bank of Baroda

503

377

33

107.98

83.67

29

16.50

15.00

10

860

7.96

1.71

Bank of India

283

237

20

45.48

33.11

37

7.00

7.00

409

8.99

1.45

61

56

6.86

10.21

-33

2.00

2.00

56

8.16

0.92

Canara Bank

405

306

32

90.88

73.69

23

11.00

10.00

10

510

5.61

1.26

Catholic Syrian Bank

161

185

-13

3.89

0.87

347

1.00

NL

Central Bank of India

108

108

30.99

26.18

18

2.50

2.20

14

116

3.74

1.07

25

21

20

5.31

3.82

39

0.85

0.75

13

45

8.47

1.80

Corporation Bank

482

403

20

95.41

81.58

17

20.00

16.50

21

516

5.41

1.07

Dena Bank

104

83

24

18.35

17.82

2.20

2.00

10

89

4.85

0.86

97

66

47

3.06

3.63

-16

0.50

1.00

-50

115

37.58

1.19

Federal Bank

298

274

34.32

27.16

26

8.50

5.00

70

440

12.82

1.48

HDFC Bank

545

470

16

84.44

64.42

31

16.50

12.00

38

2349

27.82

4.31

ICICI Bank

478

463

44.72

36.10

24

14.00

12.00

17

1032

23.08

2.16

IDBI Bank

128

113

14

16.76

14.23

18

3.50

3.00

17

129

7.70

1.01

Indian Bank

184

155

19

39.88

36.18

10

7.50

6.50

15

222

5.57

1.21

Indian Overseas Ba.

132

117

13

17.33

12.98

34

5.00

3.50

43

149

8.60

1.13

82

53

56

12.39

8.53

45

2.00

1.80

11

254

20.50

3.10

Bank of Maharashtra

City Union Bank

Dhanlaxmi Bank

Indusind Bank
ING Vysya Bank

208

185

12

26.34

20.19

30

3.00

2.50

20

327

12.41

1.57

J & K Bank

717

621

16

126.87

105.67

20

26.00

22.00

18

848

6.68

1.18

Karnataka Bank

129

137

-6

10.87

12.47

-13

3.00

4.00

-25

125

11.50

0.97

Karur Vysya Bank

183

298

-39

35.54

61.72

-42

12.00

12.00

403

11.34

2.20

Kotak Mahindra Ba.

92

64

43

11.10

8.06

38

0.50

0.43

16

440

39.64

4.78

Lakshmi Vilas Bank

83

76

10

10.37

3.15

229

2.50

0.60

317

119

11.48

1.43

Oriental Bank of Com.

350

292

20

51.51

45.29

14

10.40

9.10

14

318

6.17

0.91

Punjab & Sind Bank

128

105

21

23.59

27.79

-15

2.00

102

4.32

0.80

Punjab National Ba.

632

515

23

139.94

123.86

13

22.00

22.00

1050

7.50

1.66

SIDBI

136

127

11.42

9.36

22

NL

South Indian Bank

15

13

15

2.59

2.07

25

0.50

0.40

25

25

9.65

1.67

State Bank of B & J

570

483

18

110.18

91.03

21

16.40

14.40

14

495

4.49

0.87

State Bank of Hyd.

25615

20552

25

5620.43

3964.87

42

NL

State Bank of India

1023

1039

-1

130.15

144.37

-10

30.00

30.00

2213

17.00

2.16
0.92

State Bank of Mysore

662

575

15

106.97

123.83

-14

10.00

10.00

612

5.72

State Bank of Patiala

1389

1271

221.53

186.90

19

NL

State Bank of Travan.

693

568

22

145.55

136.85

18.00

16.00

13

718

4.93

1.04
0.98

Syndicate Bank

116

100

16

18.28

15.58

17

3.70

3.00

23

114

6.24

48786

41006

19

8960.71

6590.36

36

10.00

7.50

33

NL

83

66

27

14.45

18.42

-22

2.00

1.50

33

92

6.37

1.11

Union Bank of India

176

174

32.77

41.08

-20

8.00

5.50

45

308

9.40

1.75

United Bank of India

103

92

13

15.21

10.19

49

2.20

2.00

10

94

6.18

0.91

70

53

31

11.08

11.70

-5

2.50

2.50

69

6.23

0.99

109

91

20

20.95

14.07

49

2.50

1.50

67

283

13.51

2.60

Tamilnad Mercantile
Uco Bank

Vijaya Bank
Yes Bank

Note- Figures rounded off


KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

19

FUNDAMENTAL VS TECHNICAL ANALYSIS

CORPORATE NEWS

BHANSALI ENGINEERING : PAT JUMPS 217% FOR THE YEAR


Bhansali Engineering Polymers Ltd., has reported improved working
results for the fourth quarter and year ended 31st March, 2011. For the
quarter, the Turnover has increased by 44% from Rs.95crs to Rs.137crs
whereas the Operating Profit has increased by 16% to Rs.11crs. The
Gross Profit has increased by 25% and Net Profit by 24%. For the year,
the Turnover has increased by 48% to Rs.464crs whereas the Gross
Profit has jumped by 83% to Rs.45crs and Net Profit by 217% to Rs.33crs
from Rs.11crs. The EPS for the year is Rs.2/-. The Return on Networth is
high at 7% for the quarter and 30% for the year. Technically, the scrip is
moving around Rs.30/- with a P/E Ratio of 15 and BV of Rs.7/-.

37

36

35

(Audited)
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
16.59
94.99
111.58
7.11
6.73
1.00
137.01
11.09
9.79
1.73
8.06
0.13
7.93
0.48
29.95
15.60
5.79
8.09

31.03.10
(3 M)
16.59
63.51
80.10
7.99
4.83
1.00
94.98
9.54
7.83
1.45
6.38
-0.02
6.40
0.39

6.74
10.04

% CH
49.57
39.30
-11.01
39.34
44.25
16.25
25.03
19.31
26.33
23.91
23.08

31.03.11
(12 M)
16.59
94.99
111.58
29.94
6.73
1.00
463.92
47.84
45.43
6.05
39.38
5.97
33.41
2.01

31.03.10
(12 M)
16.59
63.51
80.10
13.15
4.83
1.00
312.98
31.27
24.77
5.79
18.98
8.45
10.53
0.63

-14.09
-19.42

29.95
14.90
7.20
10.31

3.36
9.99

%CH
49.57
39.30
127.68
39.34
48.23
52.99
83.41
4.49
107.48
-29.35
217.28
219.05

114.29
3.20

34

33

32

31

30

29
M

INDIAN METALS : PAT JUMPS 303% FOR THE YEAR


Indian Metals & Ferro Alloys Ltd., has reported improved working
results for the fourth quarter and year ended 31st March, 2011. For the
quarter, the Turnover has jumped by 68% from Rs.172crs to Rs.289crs
whereas the OP has increased by 41% to Rs.50crs. The GP has increased
by 18% and PAT by 28%. The EPS for the quarter is Rs.9/-. For the year,
the Turnover has increased by 73% whereas the OP has jumped by
202% and Net Profit by 303%. The EPS for the year is Rs.63/- against
Rs.16/-. The Return on Networth is at 22% for the year. Technically, the
scrip is moving around Rs.451/- with a P/E Ratio of 7 and Book Value of
Rs.281/-.
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
26.34
715.08
741.42
3.30
281.48
10.00
288.78
49.99
45.71
9.82
35.89
11.41
24.48
9.29
450.70
12.13
8.48
17.31

31.03.10
(3 M)
26.34
580.29
606.63
3.15
230.31
10.00
171.68
35.41
38.90
10.25
28.65
9.56
19.09
7.25

11.12
20.63

(Audited)(Standalone)
% CH
31.03.11 31.03.10
(12 M)
(12 M)
26.34
26.34
23.23
715.08
580.29
22.22
741.42
606.63
4.76
22.31
6.76
22.22
281.48
230.31
10.00
10.00
68.21
1078.04
622.22
41.17
307.76
101.88
17.51
295.51
97.88
-4.20
41.85
40.39
25.27
253.66
57.49
19.35
88.22
16.48
28.23
165.44
41.01
28.14
62.81
15.57

-23.74
-16.09

450.70
7.18
15.35
28.55

6.59
16.37

%CH
23.23
22.22
230.03
22.22
73.26
202.08
201.91
3.61
341.22
435.32
303.41
303.40

132.93
74.40

KOMPELLA PORTFOLIO INVESTMENT ADVICE

610

590

570

550

530

510

490

470

450
M

JULY, 2011

20

FUNDAMENTAL VS TECHNICAL ANALYSIS

CORPORATE NEWS

JAGRAN PRAKASHAN : PAT UP 17% FOR THE YEAR


Jagran Prakashan Ltd., has reported encouraging working results for
the fourth quarter and year ended 31st March, 2011. For the quarter, the
Turnover has increased by 20% from Rs.236crs to Rs.283crs whereas
the Operating Profit has increased by 11% to Rs.55crs. The Gross Profit
has increased by 10% and Net Profit by 16%. For the year, the Turnover
has increased by 18% whereas the Operating Profit has increased by
23%. The Gross Profit has increased by 16% and Net Profit by 17%. The
EPS for the year is Rs.7/- against Rs.6/-. The Return on Networth is high
at 6% for the quarter and 29% for the year. Technically, the scrip is
moving around Rs.121/- with a P/E Ratio of 19 and Book Value of Rs.22/
-.
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
63.25
637.13
700.38
6.01
22.15
2.00
282.62
55.37
74.44
16.04
58.40
16.32
42.08
1.33
120.90
22.73
14.89
19.59

31.03.10
(3 M)
60.23
552.26
612.49
5.94
20.34
2.00
236.28
49.77
67.47
13.49
53.98
17.60
36.38
1.21

15.40
21.06

% CH
5.01
15.37
14.35
1.18
8.90
19.61
11.25
10.33
18.90
8.19
-7.27
15.67
9.92

31.03.11
(12 M)
63.25
637.13
700.38
29.39
22.15
2.00
1115.32
285.75
358.17
56.43
301.74
95.91
205.83
6.51

31.03.10
(12 M)
60.23
552.26
612.49
28.72
20.34
2.00
941.89
231.54
309.97
50.75
259.22
83.32
175.90
5.84

-3.31
-6.98

120.90
18.57
18.45
25.62

18.68
24.58

%CH
5.01
15.37
14.35
2.33
8.90
18.41
23.41
15.55
11.19
16.40
15.11
17.02
11.47

128

126

124

122

120

118

116

114

112

-1.23
4.23

JK PAPER : PAT UP 17% FOR THE YEAR


JK Paper Ltd., has reported encouraging working results for the year
ended 31st March, 2011. For the quarter, the Turnover has increased by
7% from Rs.295crs to Rs.315crs while the OP has decreased by 1%
and Net Profit by 15%. The EPS for the quarter is Rs.3/-. For the year, the
Turnover has increased by 11% whereas the OP has increased by 9%,
Gross Profit by 12% and Net Profit by 17%. The EPS for the year is
Rs.14/- against Rs.11/-. The Return on Networth is at 18% for the year.
Technically, the scrip is moving around Rs.46/- with a P/E Ratio of 3 and
high Book Value of Rs.75/-.

60

58

56

(Audited)(Standalone)
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
78.15
506.88
585.03
3.95
74.86
10.00
315.04
42.62
49.89
17.81
32.08
8.96
23.12
2.96
45.75
3.86
7.34
13.53

31.03.10
(3 M)
78.15
391.99
470.14
5.76
60.16
10.00
294.71
43.25
47.13
16.99
30.14
3.04
27.10
3.47

9.20
14.68

% CH
29.31
24.44
-31.42
24.43
6.90
-1.46
5.86
4.83
6.44
194.74
-14.69
-14.70

31.03.11
(12 M)
78.15
506.88
585.03
18.19
74.86
10.00
1233.29
191.61
220.07
71.62
148.45
42.03
106.42
13.62

31.03.10
(12 M)
78.15
391.99
470.14
19.36
60.16
10.00
1107.91
175.03
196.97
70.04
126.93
35.90
91.03
11.65

-20.22
-7.83

45.75
3.36
8.63
15.54

8.22
15.80

%CH
29.31
24.44
-6.04
24.43
11.32
9.47
11.73
2.26
16.95
17.08
16.91
16.91

4.99
-1.65

KOMPELLA PORTFOLIO INVESTMENT ADVICE

54

52

50

48

46

44
M

JULY, 2011

21

FUNDAMENTAL VS TECHNICAL ANALYSIS

CORPORATE NEWS

NAHAR SPINNING MILLS : PAT JUMPS 124% FOR THE YEAR


Nahar Spinning Mills Ltd., has reported improved working results for
the fourth quarter and year ended 31st March, 2011. For the quarter, the
Turnover has increased by 16% from Rs.311crs to Rs.360crs whereas
the Operating Profit has increased by 20% to Rs.52crs. The Gross Profit
has increased by 12% and Net Profit by 29%. The EPS for the quarter is
Rs.7/-. For the year, the Turnover has increased by 25% whereas the
Operating Profit has jumped by 97%. The Gross Profit has increased by
65% and Net Profit by 124%. The EPS for the year is Rs.33/- against
Rs.15/-. It has announced 40% Dividend for the year. Technically, the
scrip is moving around Rs.80/- with a low P/E Ratio of 2 and high Book
Value of Rs.185/-.
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
18.03
647.91
665.94
3.74
184.68
5.00
359.90
51.77
53.90
18.35
35.55
10.64
24.91
6.91

31.03.10
(3 M)
18.03
536.57
554.60
3.49
153.80
5.00
311.31
43.17
48.05
17.10
30.95
11.62
19.33
5.36

% CH

80.45
2.91
6.92
14.38

6.21
13.87

11.43
3.68

20.75
20.08
7.16
20.08
15.61
19.92
12.17
7.31
14.86
-8.43
28.87
28.92

31.03.11
(12 M)
18.03
647.91
665.94
17.98
184.68
5.00
1403.65
234.10
247.71
69.78
177.93
58.20
119.73
33.20
2.00
80.45
2.42
8.53
16.68

31.03.10
(12 M)
18.03
536.57
554.60
9.64
153.80
5.00
1118.53
118.56
150.47
69.86
80.61
27.12
53.49
14.83

115

110

105

%CH
100

20.75
20.08
86.51
20.08
25.49
97.45
64.62
-0.11
120.73
114.60
123.84
123.87

95

90

85

80

4.78
10.60

78.45
57.36

TATA SPONGE IRON : PAT UP 20% FOR THE YEAR


Tata Sponge Iron Ltd., has reported encouraging working results for
the fourth quarter and year ended 31st March, 2011. For the quarter, the
Turnover has increased by 14% from Rs.171crs to Rs.195crs whereas
the OP has increased by 23% to Rs.59crs and PAT by 28% to Rs.43crs.
The EPS for the quarter is Rs.28/- against Rs.22/-. For the year, the
Turnover has increased by 28% whereas the OP has increased by 15%
and Net Profit by 20%. The EPS for the year is Rs.66/- against Rs.55/-.
The Return on Networth is high at 8% for the quarter and 20% for the
year. Technically, the scrip is moving around Rs.346/- with a P/E Ratio of
5 and Book Value of Rs.329/-.
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
15.40
491.69
507.09
8.45
329.28
10.00
195.44
59.41
68.07
4.52
63.55
20.72
42.83
27.81
346.25
3.11
21.91
30.40

31.03.10
(3 M)
15.40
404.67
420.07
7.94
272.77
10.00
170.93
48.15
53.72
4.78
48.94
15.59
33.35
21.66

19.51
28.17

% CH
21.50
20.72
6.42
20.72
14.34
23.39
26.71
-5.44
29.85
32.91
28.43
28.39

31.03.11
(12 M)
15.40
491.69
507.09
19.98
329.28
10.00
683.12
138.53
168.80
18.52
150.28
48.94
101.34
65.81

31.03.10
(12 M)
15.40
404.67
420.07
20.12
272.77
10.00
535.55
120.08
145.60
19.38
126.22
41.70
84.52
54.88

12.30
7.92

346.25
5.26
14.83
20.28

15.78
22.42

375

365

355

%CH
21.50
20.72
-0.70
20.72
27.55
15.36
15.93
-4.44
19.06
17.36
19.90
19.92

-6.02
-9.55

KOMPELLA PORTFOLIO INVESTMENT ADVICE

345

335

325

315
M

JULY, 2011

22

FUNDAMENTAL VS TECHNICAL ANALYSIS

CORPORATE NEWS

THANGAMAYIL JEWELLERY : JUMP IN PROFITS


Thangamayil Jewellery Ltd., has reported excellent working results
for the fourth quarter and year ended 31st March, 2011. For the quarter,
the Turnover has increased by 68% from Rs.112crs to Rs.187crs
whereas the OP has jumped by 138% to Rs.17crs and PAT by 112% to
Rs.8crs. The EPS for the quarter is Rs.6/- against Rs.3/-. For the year, the
Turnover has increased by 46% whereas the OP has jumped by 90%
and Net Profit by 95%. The EPS for the year is Rs.23/- against Rs.12/-. It
has announced 50% Dividend for the year. The Return on Networth is
high at 8% for the quarter and 32% for the year. Technically, the scrip is
moving around Rs.160/- with a P/E Ratio of 7 and Book Value of Rs.72/.
(Audited)
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
13.72
84.49
98.21
8.07
71.58
10.00
187.46
16.50
13.42
0.43
12.99
5.06
7.93
5.78

31.03.10
(3 M)
13.72
61.15
74.87
5.00
54.57
10.00
111.50
6.94
4.88
0.34
4.54
0.80
3.74
2.73

% CH
38.17
31.17
61.40
31.17
68.13
137.75
175.00
26.47
186.12
532.50
112.03
111.72

160.35
6.94
4.23
8.80

3.35
6.22

26.27
41.48

31.03.11
(12 M)
13.72
84.49
98.21
31.90
71.58
10.00
658.26
56.94
48.52
1.48
47.04
15.71
31.33
22.84
5.00
160.35
7.02
4.76
8.65

31.03.10
(12 M)
13.72
61.15
74.87
21.49
54.57
10.00
451.41
30.01
24.42
0.91
23.51
7.42
16.09
11.73

3.56
6.65

185

180

175

%CH
38.17
31.17
48.44
31.17
45.82
89.74
98.69
62.64
100.09
111.73
94.72
94.71

33.71
30.08

170

165

160

155
M

ZYLOG SYSTEMS : PAT UP 44% FOR THE YEAR


Zylog Systems Ltd., has reported improved working results for the
fourth quarter and year ended 31st March, 2011. For the quarter, the
Turnover has increased by 48% from Rs.339crs to Rs.501crs whereas
the Operating Profit has increased by 34% to Rs.73crs and Net Profit by
13%. The EPS for the quarter is Rs.21/- against Rs.18/-. For the year, the
Turnover has increased by 95% whereas the Operating Profit has jumped
by 102%. The Gross Profit has increased by 57% and Net Profit by 44%.
The EPS for the year is Rs.88/- against Rs.61/-. It has announced 80%
Dividend for the year. Technically, the scrip is moving around Rs.398/with a P/E Ratio of 5 and Book Value of Rs.429/-.
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
16.45
689.47
705.92
4.81
429.13
10.00
501.23
72.57
72.07
9.31
62.76
28.81
33.95
20.64
397.55
4.82
6.77
14.48

(Consolidated)
31.03.10 % CH
31.03.11
(3 M)
(12 M)
16.45
16.45
559.93
23.14
689.47
576.38
22.47
705.92
5.22
-7.85
20.56
350.38
22.48
429.13
10.00
10.00
339.07
47.82
1915.68
54.21
33.87
241.41
49.56
45.42
257.17
11.31
-17.68
51.51
38.25
64.08
205.66
8.19 251.77
60.51
30.06
12.94
145.15
18.27
12.97
88.24
8.00
397.55
4.51
8.87
-23.68
7.58
15.99
-9.44
12.60

31.03.10
(12 M)
16.45
559.93
576.38
17.51
350.38
10.00
979.94
119.54
163.61
33.60
130.01
29.08
100.93
61.36

10.30
12.20

430

420

410

%CH
23.14
22.47
17.42
22.48
95.49
101.95
57.18
53.30
58.19
108.08
43.81
43.81

-26.41
3.28

KOMPELLA PORTFOLIO INVESTMENT ADVICE

400

390

380

370
M

JULY, 2011

23

MARKET WATCH

TOP GAINERS : DURING THE LAST 28 MONTHS


COMPANY

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)

%
Gain

COMPANY

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)

BSE Sensex

8160.40

17870.53

119

Bharat Electronics

NSE Nifty

2573.15

5366.40

109

Bharat Forge

77

308

300

Bharati Shipyard

46

131

185

1301

1937

49

305[10]

421[2]

590

100

357

257

3i Infotech

BHEL

861

1654

%
Gain
92

25

46

84

3m India

822

3927

378

Bhushan Steel

Aban Offshore

232

544

134

Biocon

ABB

364

840

131

Birla Corp.

162

355

119

69

369

435

Blue Star

138

318

130

519

960

85

BPCL

354

631

78
275

ABG Shipyard
ACC
Adhunik Metaliks

24

76

217

Cadila Healthcare

240

900

Aditya Birla Nuvo

349

861

147

Cairn India

163

325

99

Agrotech Foods

80

383

379

Can Fin Homes

51

107

110

Alchemist

49

233

376

Canara Bank

148

510

245

Allahabad Bank

38

198

421

Carborundum Universal

83

279

236

Ceat

32

97

203

34

278

30

116

287

Amara Raja Batt.

32

213

566

Ambuja Cement

68

128

88

Andhra Bank

39

134

244

Andhra Sugars

Celestial Biolabs
Central Bank of India

59

91

54

25

66

164

Andhra Petro

26

189

Century Textiles

169

354

109

AP Paper Mills

41

361

780

Cesc

192

287

49

Apollo Hospital

367[10]

483[5]

163

Chambal Fert.

35

78

123

16

75

369

Cholamandalam Inv.

25

158

532

Apollo Tyres

Century Plyboards

Cinemax India

26

36

38

202

328

62

11

45

309

259

1185

358

640

1098

72

290

574

Aptech

67

96

43

Ashok Leyland

16

49

206

Cipla

720

3003

317

City Union Bank

159[5]

174[1]

447

CMC

73

417

471

Container Corp.

281

1223

335

Core Projects

43

Bajaj Auto

494

1343

172

Coromandel Intl.

Bajaj Electricals

136

257

89

Bajaj Finance

48

584

1117

CPCL

Bajaj Finserv

148

534

261

CRISIL

40

68

70

Asian Paints
Aurobindo Pharma
Automotive Axles
Axis Bank

Bajaj Hindusthan

Corporation Bank

82

336

310

158

516

227

82

229

179

2156

6972

223

Crompton Greaves

118

260

120

Bajaj Holdings

214

757

254

Cummins India

151

687

355

Balkrishna Ind.

123[10]

148[2]

502

Dabur India(1:1 CB)

90

116

158

44

61

39

DCM

15

80

433

Balrampur Chini

29

86

197

DCM Shriram Conso.

22

43

95

Bank of Baroda

184

860

367

Deccan Chronicle

26

65

150

Bank of India

Bannari Amman Spinning

181

409

126

Dena Bank

29

89

207

Bank of Maharashtra

19

56

195

Development Cr. Bank

14

60

329

Bata India

83

551

564

Dhanlaxmi Bank

40

115

188

BEML

345

588

70

DLF

139

225

62

BGR Energy

108

487

351

Dr.Reddys Labs

377

1553

312

Bharat Bijlee

323

925

186

Dredging Corp.

201

320

59
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

24

MARKET WATCH

TOP GAINERS : DURING THE LAST 28 MONTHS


COMPANY
Easun Reyrolle

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)

%
Gain

32

79

147

128

225

76

Eih Assoc. Hotels

43

143

233

Elecon Eng.

26

69

165

Elgi Equipments

29

80

Emami

191

Esab India
Ess Dee Aluminium

COMPANY

%
Gain

51

189

271

935

1732

85

Hindalco

38

170

347

Hinduja Foundries

49

75

53

176

Hotel Leela

17

38

124

459

140

ICICI Bank

263

1032

292

201

489

143

ICRA

388

1052

171

134

365

172

IDBI

42

129

207

36

152

322

IFCI

16

47

194

Fag Bearings

227

1168

415

Indbank Merchant

11

57

Federal Bank

123

440

258

India Glycols

42

113

169

Financial Tech.

449

819

82

Indiabulls Fin. Serv.

81

154

90

Finolex Cables

17

48

182

Indian Bank

65

222

242

Indian Hotels

35

78

123

Indian Overseas Bank

38

149

292

Eid Parry

Exide Ind.

Finolex Industries
GAIL
Gammon India
GE Shipping

26

78

200

205

440

115

50

97

94

146

279

91

Geodesic

52

73

40

GIC Housing Fin.

30

108

260

Gitanjali Gems

33

291

782

Glaxo Consumer

603

2475

310

Glenmark Pharma

130

308

137

GNFC

53

99

87

Godawari Power

45

164

264

Godrej Ind.

50

203

306

Graphite India

22

92

318

1394

2107

51

54

85

57

Grasim Ind.
Greaves Cotton
Greenply Ind.

40

191

Heritage Foods

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)

Hero Honda

83

413

398

GSFC

76

349

359

98

370

278

Indusind Bank

28

254

807

Infosys Tech.

1202

2770

130

106

327

208

20

122

ITC(1:1 CB)

158 192(XB)

143

J&K Bank

212

848

300

25

48

92
270

ING Vysya Bank


Ispat Ind.

Jaiprakash Power Vent.


Jet Airways

121

448

Jindal Drilling

231

447

94

Jindal Photo

78

169

117

198

981

395

Jindal Southwest
Jindal Steel (5:1 CB)

378

Gruh Finance

Indraprastha Gas

35

106

203

JK Paper

14

47

236

31

97

213

Gujarat Alkalies

55

135

145

Gujarat Apollo

51

131

157

JMC Projects

479

JSW Steel

58

336

278

JK Cement
JK Tyre

Gujarat Flouro

1004 633(XB)

51

146

186

163

866

431

90

162

80

Gujarat Ind. Power

40

81

103

Jubilant Organosys

Gujarat Mineral Dev.

32

146

356

Kakatiya Cement

48

70

46

56

125

123

186

403

117

Gujarat NRE Coke

17

47

176

Karnataka Bank

Gujarat State Petro

33

95

188

Karur Vysya Bank

Gulf Oil Corp.

25

89

256

Kavveri Tele

Hanung Toys
HBL Power

23

153

565

123[10]

26[1]

111
64

26

151

481

KCP
Kesoram Ind.

108

177

Kotak Mahindra Bank

223

440

97

94[10]

19[1]

102

HCL Infosystems

67

92

37

HCL Tech.

91

480

427

L&T

562

1680

199

HDFC Bank

799

2349

194

Lakshmi Machines Wo.

420

2134

408

63

174

176

Lakshmi Vilas Bank

55

119

116

HDIL

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

25

MARKET WATCH

TOP GAINERS : DURING THE LAST 28 MONTHS


COMPANY

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)

%
Gain

COMPANY

LIC Housing

188[10]

229[2]

509

Sesagoa

Lupin

594[10]

442[2]

272

Shipping Corp. of India

59

86

46

Shree Cement

652

1165

79

Shri Lakshmi Cotsyn

Madras Cements
Maruti Suzuki

MP (Rs.) MP (Rs.)
(09.03.09) (17.06.11)
72

272

%
Gain
278

72

103

43

575

1720

199

24

84

250

22

39

77

Shriram Transport

183

620

239

Monnet Ispat

141

491

248

Siemens

193

870

351

Mphasis

180

447

148

Sintex Ind.

73

177

142

1536

6742

339

SREI Infra Fin.

22

42

91

Mercator Lines

MRF
MRPL

37

77

108

SSPDL

13

22

69

Natco Pharma

42

266

533

State Bank of B&J

169

495

193

123

202

64

SBI

895

2213

147

NCC

39

83

113

State Bank of Mysore

Nectar Life Sciences

10

25

150

Sun Pharma

Nevyeli Lignite Corp.

68

100

47

NIIT

15

57

280

Suryalakshmi Cotton Mill

NIIT Tech.

43

187

335

Syndicate Bank

NMDC

142

257

81

Numeric Power[1:1CB]

143

222[XB] 210

Nava Bharat Ventures

Sundaram Finance

TCS(1:1 CB)

311

612

97

978[5]

478[1]

144

150

529

253

14

72

414

40

114

185

463 1109(XB)

379

Taj GVK Hotels

41

107

161
272

OBC

98

318

224

Tata Chemicals

100

372

OCL India

44

103

134

Tata Coffee

137

825

502

Oil Country Tubular

31

70

126

Tata Elxsi

77

238

209

666[10]

266[5]

60

543[10]

99[1]

82

76

282

271

Tata Invest. Corp.

204

488

139

Oracle Fin. Serv.

618

2190

254

Tata Metaliks

46

103

124

Orchid Chemicals

58

275

374

Tata Motors

137

981

616

Orient Paper

20

57

185

Tata Power

622

1237

99

Pantaloon Retail

107

292

173

Tata Sponge Iron

110

347

215

Patni Comp.

106

337

218

Tata Steel

152

573

277

Pennar Ind.

17

39

129

Thermax

155

591

281

Petronet LNG

32

140

338

Trent

299

1063

256

Pfizer

506

1357

168

TVS Motor

19

53

179

Piramal Healthcare

192

368

92

Uco Bank

PNB

304

1050

245

47

73

ONGC(1:1 Cum-Bonus)
Opto Circuits

Praj Ind.
Power Fin. Corp.

Tata Global Beverages

23

92

300

Ultratech Cement

468

964

106

55

Union Bank of India

117

308

163

Unitech

25

34

36

598

946

58

Videocon Ind.

84

178

112

Vijaya Bank

21

69

229

129

181

40

Rajesh Exports

23

93

304

United Spirits

Ranbaxy Labs

135

536

297

71

377

431

Raymond

281

546

94

Visaka Ind.

Reliance Ind.(1:1 CB)

1153

869

51

Voltamp Transformers

Reliance Industr. Infra

235

551

134

Voltas

Reliance Cap.

Rolta India

43

132

207

Walchandnagar Ind.

Rural Electrification

79

190

141

Wipro

SAIL

75

136

81

101

561

455

Savita Oil Tech

36

102

183

267

533

100

33

166

403

69

123

78

206

409

99

Wockhardt

71

371

423

Zylog Systems

63

401

537

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

26

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

3i Infotech
31.03.11
3m India(15)
31.03.10
ABB
31.12.10
ABC India
31.03.10
Aban Offshore
31.03.10
ABG Shipyard
31.03.10
Abhishek Industries 31.03.10
ACC
31.12.10
Accel Frontline
31.03.11
Action Construct. 31.03.10
Adhunik Metaliks 31.03.10
Aditya Birla Chem. 31.03.11
Aditya Birla Money 31.03.11
Aditya Birla Nuvo 31.03.10
Ador Fontech
31.03.10
Advanced Micronic 31.03.10
Advanta India
31.12.10
Agro Tech Foods 31.03.11
Ahluwalia Contract 31.03.10
Aishwarya Telecom 31.03.10
Ajcon Global Serv. 31.03.10
A.K. Capital Ser.
31.03.10
Akzo Nobel India 31.03.10
Alfa Laval (India) 31.12.10
Alfa Transformers 31.03.10
Allahabad Bank
31.03.11
Allcargo Global
31.12.10
Alkali Metals
31.03.10
Alpha Geo (I)
31.03.10
Amara Raja Batt. 31.03.11
Ambika Cotton Mi. 31.03.10
Ambuja Cements 31.12.10
Amrutanjan Health. 31.03.10
Amulya Leasing
31.03.10
Andhra Bank
31.03.11
Andhra Cements
31.03.10
Andhra Paper Mill 31.03.11
Andhra Petrochem. 31.03.10
Andhra Sugars
31.03.10
ANG Industries
31.03.10
Anil
31.03.10
Anjani Portl. Cem. 31.03.10
Ankit Metal & Pow. 31.03.10
Anus Laboratories 31.03.10
APL Apollo Tubes 31.03.10
Apollo Hospitals 31.03.11
Apollo Tyres
31.03.10
Archies
31.03.10
Arihant Foundation 30.09.10
Aro Granite Ind.
31.03.11
ARSS Infrastruct. 31.03.10
Arvind
31.03.10
Arvind Products
31.03.10
Asahi India Glass 31.03.10
Asahi Infra. & Proj. 31.03.10
Asahi Songwon
31.03.10
Ashiana Ispat
31.03.10
Ashok Leyland
31.03.10
Ashoka Buildcon 31.03.10
Asian Hotels
31.03.10
Asian Hotels(East) 31.03.10
Asian Hotels(North) 31.03.10
Asian Hotels(West) 31.03.10
Asian Paints
31.03.10

191.99
11.27
42.38
5.40
8.70
50.92
222.20
187.95
22.51
17.98
123.50
23.39
5.54
103.01
3.50
5.28
16.85
24.37
12.55
10.66
6.12
6.60
36.83
18.16
5.36
476.22
26.10
10.18
5.12
17.08
5.88
305.97
3.03
4.95
559.58
139.03
39.77
84.97
27.11
12.54
9.77
18.39
32.88
24.15
20.30
62.36
50.41
6.76
7.48
10.20
14.84
231.98
80.96
15.99
33.63
12.27
4.22
133.03
45.69
11.40
11.40
11.40
11.40
95.92

61.99
390.95
55.35
426.35
211.91
22.63
334.17
18.85
58.34
151.09
11.01
513.78
90.00
35.00
294.94
72.88
40.27
17.75
17.73
281.68
268.95
232.51
42.56
165.24
68.60
123.85
75.64
231.84
47.91
318.65
12.85
116.41
13.87
145.42
19.05
139.18
72.87
95.13
36.49
42.78
94.12
136.60
38.97
25.71
197.57
102.93
227.74
51.49
2.37
12.52
2.07
66.59
32.56
17.56
72.06
277.25
655.22
514.46
277.25
178.27

2569.75
1086.86
6359.33
146.47
3358.66
1812.44
1807.31
8258.77
394.43
429.64
1467.62
237.83
114.28
15521.39
118.75
66.00
653.57
720.71
1567.69
44.64
4.19
155.84
947.07
836.03
20.52
12472.23
2632.86
57.22
78.34
1764.80
222.88
7517.55
89.78
9.81
9188.60
294.57
792.64
137.14
551.59
124.45
374.59
148.19
635.67
204.46
618.01
2331.96
8120.99
156.58
139.79
150.23
1006.55
3240.30
474.58
1318.73
366.77
127.29
192.96
7244.71
795.57
60.18
41.22
145.02
60.18
6680.94

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

361.71
157.82
151.89
4.10
904.60
355.19
267.48
1843.13
18.58
38.02
267.68
91.80
-4.60
1024.05
20.95
1.96
-6.51
51.75
158.27
7.69
1.09
81.50
221.21
178.52
1.94
3073.75
282.66
11.47
31.84
262.72
44.64
2049.06
20.01
2.27
2413.83
6.63
124.06
3.52
135.04
12.71
36.62
27.88
29.15
27.91
49.06
339.59
1168.25
16.64
3.73
16.91
134.63
219.80
40.30
127.38
35.32
15.84
4.47
748.88
183.85
19.47
21.80
41.10
19.47
1340.58

261.21
140.87
100.23
1.69
443.04
316.50
93.04
1415.41
12.70
32.77
200.01
71.44
-12.10
157.57
19.51
1.25
-30.17
47.15
125.20
6.90
0.74
80.00
199.97
165.81
1.16
1949.91
228.19
9.55
15.32
221.01
23.69
1661.87
18.73
2.25
1767.84
5.40
57.09
-8.51
100.13
7.55
31.43
21.55
18.29
25.99
45.45
269.33
914.02
13.38
3.16
12.51
121.09
47.10
4.07
-1.64
35.15
11.54
3.23
544.77
117.73
15.22
18.98
34.24
15.22
1257.02

252.51
92.84
63.23
1.08
311.00
218.12
56.46
1077.53
10.13
24.44
137.36
62.71
-8.44
154.56
12.65
0.26
-27.45
31.82
81.78
6.21
0.47
54.26
159.26
108.12
0.74
1439.53
171.00
6.54
9.73
148.10
17.63
1263.61
11.47
1.89
1267.78
47.69
44.94
-5.38
66.76
5.05
23.99
12.22
20.87
21.16
29.77
181.72
653.35
8.80
2.10
9.49
90.07
49.96
4.07
1.99
34.68
9.54
2.11
423.67
80.37
10.04
14.28
26.88
10.04
835.64

13.15
82.38
2.98
2.00
71.49
42.84
2.54
57.33
4.50
2.72
11.12
26.81
15.00
36.14
0.49
13.06
13.03
2.91
0.77
82.21
43.24
59.54
1.38
30.23
13.10
6.42
19.00
17.34
29.98
8.26
37.85
3.82
22.66
3.43
11.30
24.63
4.03
24.55
6.64
6.35
0.88
14.67
14.57
12.96
2.60
2.81
9.30
60.69
2.15
0.50
0.12
1.03
7.78
5.00
3.18
17.59
8.81
12.53
23.58
8.81
87.12

15
5

17.5

60

130

55

50

75

20

150

270

47 3.57 9 1012 1918.1 276.19 199.41 189.42


4013 48.71 9 1012 859.27 117.67 105.72 70.51
843 282.89 3 1012 2072.02 30.42 15.58 6.77 2.00
120 60.00 9 1012 138.07 8.21 5.63 3.83
547 7.65 9 1012 2448.5 541.54 170.81 -6.72 2.00
374 8.73 3 0903 370.86 73.52 67.01 51.96
- 9 1012 1808.7 214.00 68.83 45.04
962 16.78 3 1103 2556.2 602.15 481.21 350.17
43 9.56 3 1103 148.53 8.82 7.29 6.11
47 17.28 9 1012 468.83 42.95 38.16 27.63 2.00
78 7.01 9 1012 1254.44 270.00 189.89 146.88
125 4.66 3 1103 61.02 24.31 19.35 21.17
23
- 3 1103 21.91 -8.90 -10.96 -8.19 1.00
902 60.13 9 1012 12951.5 1393.8 708.77 528.51
138 3.82 9 1012 107.47 20.76 19.53 12.76
37 75.51 9 1012 44.08 1.68 1.09 0.85
278
- 3 1103 175.75 9.62 3.40 -3.46
385 29.48 9 1012 542.73 35.21 31.59 20.80
120 9.21 9 1012 1114.36 112.64 88.32 58.58 2.00
14 4.81 12 1103 36.99 3.00 2.18 2.02 5.00
16 20.78 6 1009
3.76 0.84 0.63 0.49
313 3.81 9 1012 128.87 69.55 68.52 46.08
907 20.98 9 1012 827.22 167.31 151.07 118.83
1589 26.69 3 1103 292.32 59.32 56.06 37.79
22 15.94 3 1003
9.53 1.01 0.80 0.65
199 6.58 3 1103 3588.68 780.05 314.54 257.61
166 12.67 3 1012 703.75 77.10 58.80 41.93 2.00
53 8.26 3 1006 13.59 1.83 1.20 1.00
105 5.53 6 1009 10.46 0.61 -7.81 -6.35
217 12.51 3 1103 502.34 71.99 61.52 41.11 2.00
175 5.84 9 1012 232.15 59.15 41.54 31.47
125 15.13 3 1103 2222.5 665.30 559.19 407.48 2.00
767 20.26
44 11.52 9 1012 18.95 2.17 2.16 1.65
134 5.91 3 1103 2662.47 711.50 408.78 312.78
12 3.50 3 1006 40.70 -1.02 -1.34 -2.66
361 31.95 9 1012 535.29 95.86 45.75 36.52
27
- 9 1012 299.84 49.33 32.36 22.01
91 3.69 12 1103 470.03 91.79 53.84 35.38
27 6.70 9 1012 113.37 12.15 7.63 6.23
273 11.12 9 1012 357.13 41.35 36.76 29.18
27 4.07 9 1012 129.15 5.66 -5.78 -8.14
23 3.62 9 1012 505.71 30.82 21.55 17.87
3 3.41 9 1012 205.69 22.67 20.76 16.40 1.00
140 9.54 9 1012 629.70 47.26 42.86 33.17
486 33.36 3 1103 621.40 84.84 66.56 47.09 5.00
76 5.86 9 1012 6138.32 534.94 336.85 247.86 1.00
39 15.00 9 1012 135.32 16.23 12.94 8.81 2.00
62 22.06 3 1009 100.21 1.25 1.12 0.52
43 4.62 3 1103 35.85 1.57 0.46 0.17
451 7.43 6 1009 557.20 82.79 71.29 50.78
85 39.53 9 1012 2843.3 240.94 108.55 108.11
7 14.00 9 1012 449.86 25.03 -1.22 -1.22
81 675.00 9 1012 1137.88 111.45 19.98 14.20 1.00
6 5.83 3 1006 57.73 8.28 8.23 8.18 1.00
88 11.31 6 1009 88.62 11.81 9.61 8.47
16 3.20 9 1012 182.75 3.49 2.57 1.65
51 16.04 9 1012 7289.18 600.32 410.10 333.07 1.00
255 14.50 9 1012 698.85 153.01 93.89 62.56
203 23.04 6 1009 62.67 14.74 9.62 7.12
321 25.62 6 1009 37.97 18.61 15.22 12.90
204 8.65 9 1012 204.53 43.71 31.00 19.96
196 22.25 9 1012 99.60 22.97 15.29 10.93
3019 34.65 9 1012 5740.6 1071.6 987.60 657.22
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

27

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

ASM Technologies 31.03.11


Associated Stone 31.03.10
Astra Microwave 31.03.11
Astral Poly Technik 31.03.10
Atlanta
31.03.10
Atul Auto
31.03.10
Aurobindo Pharma 31.03.11
Automotive Axles 30.09.10
Avantel
31.03.11
Avon Corporation 31.03.10
Avon Organics
31.03.10
AVT Natural
31.03.11
Axis Bank
31.03.11
Axis-IT & T
31.03.10
B.A.G. Films & Me. 31.03.10
Bajaj Auto
31.03.11
Bajaj Electricals
31.03.10
Bajaj Finance
31.03.11
Bajaj Finserv
31.03.11
Bajaj Hindusthan 30.09.10
Bajaj Holdings & In 31.03.11
Balaji Amines
31.03.10
Balaji Telefilms
31.03.10
Balasore Alloys
31.03.10
Ballarpur Industries 30.06.10
Balmer Lawrie
31.03.10
Balrampur Chini(15)31.12.10
Bambino Agro
30.09.10
Bang Overseas
31.03.10
Bank of Baroda
31.03.11
Bank of India
31.03.11
Bank of Maharash. 31.03.11
Bannari Amman Su. 31.03.10
Bannari Amman Sp. 31.03.10
Banswara Syntex 31.03.11
Bartronics India
31.03.10
Bata India
31.12.10
BEML
31.03.10
Berger Paints India 31.03.10
BGR Energy System 31.03.10
Bhagiradha Chem. 31.03.10
Bhagyanagar India 31.03.11
Bhansali Engg.
31.03.10
Bharat Electronics 31.03.11
Bharat Forge
31.03.10
Bharti Shipyard
31.03.10
BHEL
31.03.10
Bhushan Steel
31.03.11
Bilcare
31.03.10
Biocon
31.03.11
Birla Corporation 31.03.10
Birla Ericsson
31.03.10
Bodal Chemicals 31.03.10
Bombay Dyeing
31.03.10
Bombay Rayon
31.03.10
Bosch
31.12.10
BPCL
31.03.10
Brigade Enterprises 31.03.10
Britannia Industries 31.03.10
BS Transcomm
31.03.10
BSEL Infrastruct. 31.03.10
Burnpur Cement
31.03.10
C&C Construction 30.06.10
Cadila Healthcare 31.03.10

5.00 40.82
6.63 36.91
16.37 17.83
11.24 52.02
16.30 26.56
6.08 55.33
29.11 83.99
15.11 134.92
4.71 36.03
64.58 64.66
22.50 24.08
7.61
410.55 460.23
10.00 13.09
31.39 14.38
289.37 166.13
19.51 49.70
36.63 383.74
72.34 257.47
19.14 162.90
111.29 669.50
6.48 28.30
13.04 61.62
32.15 37.55
131.12 34.22
16.29 283.59
25.96
8.01 34.43
13.56 78.01
392.81 502.80
547.22 283.44
481.71 61.02
11.44 598.30
15.75 109.58
14.74 108.49
34.05 137.52
64.26 56.58
41.64 489.36
69.21 18.07
72.00 97.67
5.05 93.56
13.68 33.73
16.59 4.83
80.00
44.54 68.58
28.94 289.11
489.52 325.16
42.47
22.69 384.62
100.00 101.88
77.01 231.56
30.00 21.92
19.90 5.82
38.61 54.48
111.90 170.63
31.40 1305.11
361.54 361.97
112.25 91.35
23.89 33.17
14.20 58.90
82.62 63.27
43.00 12.77
23.39 226.30
68.24 119.32

113.84
159.23
162.69
290.99
197.97
120.68
4381.48
669.73
24.08
116.64
150.45
138.41
19826.31
78.18
70.15
16642.24
2228.63
1392.33
2443.32
3008.78
898.19
261.90
164.02
444.05
3818.49
1638.02
2518.12
195.34
162.31
24695.10
24393.50
6093.94
884.44
355.32
808.45
817.04
1256.86
2838.24
1684.17
3073.78
98.06
186.03
312.98
5635.11
1901.21
1264.82
32880.30
7000.46
1047.83
2776.66
2198.44
98.67
484.89
1674.08
1614.77
6899.40
122275.95
324.69
3401.40
516.69
31.23
28.62
1162.13
3686.85

G.P.
(Cr.)

PBT
(Cr.)

9.74
16.97
37.43
42.33
65.72
11.02
970.02
86.89
4.71
12.85
14.76
19.99
6377.23
6.49
-26.31
4564.86
209.82
381.78
1690.01
312.48
2392.98
38.40
32.58
34.90
581.27
164.59
217.97
4.06
7.67
6981.61
5384.23
855.03
238.08
48.00
95.08
197.46
175.51
351.77
195.81
314.45
7.74
19.33
24.77
1246.07
345.15
223.25
7048.66
1688.21
216.03
603.94
816.45
5.87
32.54
81.73
309.64
1456.76
3608.37
64.52
158.32
42.43
1.65
1.44
147.09
737.80

9.00
12.91
24.43
33.73
51.75
7.15
798.52
65.89
3.60
12.12
8.91
16.79
5097.20
4.65
-42.69
4440.97
200.62
369.92
1669.73
55.05
2392.50
31.56
22.25
20.85
279.38
152.98
76.90
2.49
5.55
5650.32
3495.39
387.82
199.74
22.35
61.06
148.95
143.00
319.55
169.40
304.67
4.28
13.60
18.98
1124.16
180.71
207.96
6590.65
1455.67
162.48
447.17
760.81
2.28
20.41
22.19
241.57
1202.79
2366.05
46.61
120.77
36.71
1.13
0.71
101.56
603.91

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

6.83
9.02
18.61
28.03
41.25
4.54
563.45
44.07
2.88
11.39
8.90
10.69
3339.91
3.25
-39.27
3454.89
117.09
246.96
1114.84
51.76
2322.76
20.65
15.19
12.55
197.03
117.29
51.63
1.63
3.47
4241.68
2488.71
330.39
143.63
15.06
46.93
105.12
95.35
222.85
120.14
201.02
3.32
10.19
10.53
804.33
127.04
138.87
4310.64
1033.07
116.95
367.52
557.18
2.28
14.04
18.42
175.92
858.90
1537.62
46.22
116.50
23.92
0.87
0.66
62.36
505.14

13.66
6.80
2.27
12.47
5.06
7.47
19.36
29.17
6.11
1.76
3.96
14.05
81.35
1.63
119.39
12.00
67.42
77.06
2.70
208.71
6.37
2.33
1.95
3.01
72.00
1.99
2.03
2.56
107.98
45.48
6.86
125.55
9.56
31.84
30.87
14.84
53.52
3.47
27.92
6.57
1.49
0.63
100.54
5.70
47.99
88.06
48.65
51.54
18.38
72.35
0.76
1.41
4.77
15.72
273.54
42.53
4.12
9.75
16.85
0.11
0.15
26.66
37.01

20
25

400
100
25
350
25

165
70
20
100
15
50

70

235
90

250

100

66
35
30
185
75
130
175
419
63
5
36
214
1218
81
7
1345
256
581
538
67
764
39
34
21
33
591
60
32
35
859
408
56
565
86
137
85
566
580
102
499
32
17
31
1679
306
133
1938
417
386
362
368
16
24
376
289
6959
630
77
472
132
5
8
87
911

4.83 3
5.15 9
13.22 3
14.84 9
14.82 9
17.40 3
9.04 9
14.36 6
10.31 3
2.84
9.09 9
15.23 3
14.97 3
49.69 6
- 3
11.27 3
21.33 9
8.62 3
6.98 3
24.81 3
3.66 3
6.12 9
14.59 9
10.77 9
10.96 9
8.21 9
30.15 3
15.76 3
13.67 9
7.96 3
8.97 3
8.16 3
4.50 9
9.00 9
4.30 3
2.75 12
38.14 3
10.84 9
29.39 3
17.87 9
4.87 9
11.41 3
49.21 9
16.70 3
53.68 9
2.77 6
22.01 9
8.57 3
7.49 9
19.70 3
5.09 9
21.05 3
17.02 3
78.83 6
18.38 6
25.44 3
14.81 6
18.69 9
48.41 9
7.83 9
45.45 3
53.33 9
3.26 6
24.61 9

1103
1012
1103
1012
1012
1003
1012
1103
1103

40.87
115.85
45.41
269.56
191.58
41.34
3227.1
457.60
14.70

3.55
16.33
9.01
33.74
51.17
3.66
759.84
35.05
2.52

3.13 2.42
12.22 7.46
5.75 3.67
25.87 20.57
43.68 28.21
2.65 1.67
635.71 438.45
43.68 28.16
2.24 1.79

1012
1103
1103
1009
1006
1103
1012
1103
1103
1012
1103
1012
1012
1012
1103
1012
1012
1012
1012
1103
1103
1103
1012
1012
1103
1103
1103
1012
1006
1012
1012
1103
1012
1103
1012
1009
1012
1103
1012
1103
1012
1006
1006
1009
1009
1103
1009
1012
1012
1012
1003
1012
1012
1012

116.28
53.64
5817.1
73.40
13.90
4199.9
1761.16
389.25
1317.0
1483.01
60.33
266.83
108.51
469.58
3322.86
1508.95
531.51
47.41
125.23
7168.7
7130.1
1702.61
601.83
415.18
250.62
906.97
310.66
1694.30
490.91
3299.2
46.32
55.17
326.91
2360.04
2175.3
676.44
23657.4
1966.16
1477.99
703.23
1561.5
14.17
130.11
864.29
1025.9
2085.79
69628.1
334.34
3085.85
534.28
0.26
17.46
519.07
3417.3

12.01
8.49
1820.8
6.52
-8.57
1686.9
137.13
109.68
1178.2
160.92
860.95
40.75
4.74
45.98
450.52
138.16
55.99
1.34
9.37
1945.8
1205.3
65.86
70.63
91.04
29.35
157.25
156.21
127.72
59.84
347.99
1.06
3.10
35.44
658.89
456.44
86.96
5123.3
507.56
212.33
152.74
388.50
-0.54
10.13
-29.61
217.50
451.35
1424.8
133.35
169.91
69.43
-5.18
1.25
51.81
741.08

7.49
7.81
1566.4
4.87
-11.71
1656.9
129.78
105.96
1173.0
75.29
860.83
34.87
-3.86
34.93
205.44
129.14
27.85
0.55
7.97
1355.4
727.65
42.67
17.06
69.74
20.08
103.83
147.70
103.67
52.70
338.21
-0.94
1.61
31.11
626.21
311.01
76.93
4717.6
438.60
154.49
113.13
341.74
-1.50
7.39
-61.01
156.09
404.06
622.12
121.18
139.02
59.91
-5.28
0.69
30.32
645.90

7.49
5.12
1020.1
4.51
-11.85
1400.4
86.33
71.02
872.58
57.86
835.79
24.94
-2.26
22.49
138.10
86.81
23.37
0.55
9.63
1294.4
493.64
69.41
15.55
45.39
17.24
118.43
109.37
79.51
37.02
225.85
0.53
1.10
31.16
448.25
210.18
51.37
3213.2
287.96
112.52
100.81
256.84
-1.50
4.93
-61.23
114.36
274.39
424.12
92.04
102.04
39.96
-5.46
0.47
9.70
532.03

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

28

5.00
2.00
5.00
2.00
5.00

5.00
2.00
2.00
5.00
1.00
2.00
2.00
5.00
2.00
1.00

2.00
2.00
1.00
2.00
2.00
5.00
2.00

2.00

5.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Cairn India
31.03.10
California Software 31.03.10
Canara Bank
31.03.11
Can Fin Homes
31.03.11
Carborundum Univ. 31.03.11
Castrol India
31.12.10
Cat Technologies 31.03.10
Catholic Syrian Bank31.03.10
CCL Products
31.03.10
Celestial Biolabs 31.03.10
Central Ba. of India 31.03.11
Century Enka
31.03.10
Century Extrusions 31.03.10
Century Plyboards 31.03.10
Cera Sanitaryware 31.03.11
Cesc
31.03.10
Chaman Lal Setia 31.03.10
Chennai Petroleum 31.03.10
Chettinad Cement 31.03.10
Cheviot Company 31.03.10
Cholamandalam Inv. 31.03.10
City Union Bank 31.03.10
Clariant Chem.
31.12.10
CMC
31.03.11
Coal India
31.03.10
Cochin Minerals
31.03.10
Colgate Palmolive 31.03.10
Comp-u-Learn Tech 31.03.10
Compucom Soft. 31.03.10
Compuage Infocom 31.03.11
Confidence Petrol. 31.03.10
Consolidated Cons. 31.03.10
Consolidated Secur 31.03.10
Container Corpo. 31.03.11
Core Projects & Te. 31.03.10
Coromandel Interna. 31.03.11
Corporation Bank 31.03.11
Country Club (I)
31.03.10
Cox & Kings(India) 31.03.10
CRISIL
31.12.09
Crew B.O.S. Prod. 31.03.10
Cura Technologies 31.03.11
Cybermate Infotek 31.03.10
D - Link(India)
31.03.10
Dabur India
31.03.11
Danlaw Tech.
31.03.11
DB Corp
31.03.10
DCM Shriram Con. 31.03.10
Deccan Cements
31.03.10
Den Networks
31.03.10
Dena Bank
31.03.11
Denso India
31.03.10
Dewan Hsg Fin Cor 31.03.11
DFM Foods
31.03.10
Dhampur Sugar(15) 31.12.10
Dhanlaxmi Bank 31.03.11
Dhanuka Agritech 31.03.10
Dharani Finance
31.03.10
DIC India
31.12.10
Divis Laboratories 31.03.11
Divyashakti Granite 31.03.10
DLF
31.03.10
DMC Education
31.03.10

1896.97
12.36
443.00
20.49
18.69
247.30
79.43
18.93
13.30
11.78
404.14
20.85
8.00
22.25
6.33
126.00
9.40
149.00
38.20
4.51
66.47
39.96
26.66
15.15
6316.36
7.83
13.60
18.50
10.05
5.18
25.88
36.96
4.00
129.98
19.72
28.18
148.13
17.02
62.92
7.23
12.82
9.52
62.54
6.00
174.07
3.72
181.52
33.34
7.00
130.49
333.39
27.88
104.43
9.97
53.91
85.14
9.18
5.00
9.18
26.52
10.23
339.48
11.15

178.29
88.30
405.00
151.76
79.50
22.38
19.44
184.72
150.62
107.96
268.07
3.96
21.77
303.41
33.80
232.35
226.10
396.63
68.09
20.66
137.56
431.70
40.84
39.48
23.98
12.85
14.47
56.45
31.60
129.73
388.74
88.31
67.57
481.86
128.27
600.03
87.52
16.35
7.99
51.56
35.67
79.75
247.06
56.28
103.76
74.35
148.28
16.46
97.24
21.16
11.04
265.50
135.56
36.86
144.29

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1623.03 1164.85 1016.34 1051.10 5.54


197.45
-5.76 -10.67 35.68 28.87
25767.05 6107.00 5025.89 4025.89 90.88 110
231.29
58.86 58.52 42.02 20.51 25
1644.25 308.48 258.03 170.79 18.28
2742.90 762.10 737.80 490.30 19.83
159.09
23.71 22.05 63.64 8.01
651.92
7.70
-7.90
1.65 0.87
282.01
49.11 34.92 27.00 20.30
24.13
3.23
2.73
2.34 1.99
16485.61 2591.39 1659.17 1252.41 30.99 25
1237.57 213.60 152.54 100.16 48.04 60
123.00
10.17
7.75
5.35 0.67
1190.99 250.00 204.81 146.18 6.57
242.90
47.60 41.19 27.51 21.73
3365.00 728.00 522.00 433.00 34.37
186.59
11.92 10.25
7.00 7.45
24972.63 950.90 683.76 603.22 40.48 120
1366.07 435.30 127.22 96.63 25.30
176.14
25.44 21.11 16.41 36.39
882.62
86.97 69.82 52.77 7.94
1100.11 255.79 195.26 152.76 3.82 75
1005.33 183.27 165.66 112.58 42.23
1084.40 222.29 211.83 179.41 118.42 200
44615.25 15294.38 13964.93 9622.45 15.23 35
111.87
12.42
8.98
5.89 7.52
2035.20 522.37 484.80 423.26 31.12
28.46
6.34
5.13
3.68 1.99
60.79
27.63 11.18
9.28 1.85 10
1373.91
14.10 12.92
8.67 16.74
553.85
53.39 39.16 28.94 1.12
1950.04 158.05 148.07 93.56 5.06 25
45.96
8.20
8.15
6.58 16.45
3826.58 1196.05 1052.36 830.10 63.86
846.98 248.88 207.60 172.22 17.47
7636.38 1050.20 988.46 694.46 24.64
10459.62 2622.40 1933.64 1413.27 95.41 200
308.51
73.85 51.34 39.68 4.66
399.15 201.58 186.51 133.85 21.27
538.99 222.31 207.46 160.78 222.38
444.32
37.76 26.77 18.57 14.49
17.36
4.67
3.88
2.90 3.05
14.10
3.24
0.83
0.74 0.12
135.19
10.81 10.43
7.19 2.40
4110.45 770.28 707.87 568.58 3.27 115
7.76
0.27
0.09 -0.17
1062.98 318.41 280.57 182.80 10.07 20
3546.78 285.49 122.53 84.25 5.05
296.21
42.70 18.89
4.34 6.20
919.09
76.71 43.83 30.11 2.31
5567.37 1223.79 898.59 611.63 18.35 22
739.19
44.11 28.18 18.89 6.78
2105.49 482.23 475.43 358.32 34.31 35
73.47
7.32
6.35
4.21 4.22
1988.26
42.37 -39.55 -39.55
1053.19
67.43 39.72 26.06 3.06 5
408.72
52.13 49.02 36.34 7.92
2.29
1.83
1.40
1.27 2.54
553.36
45.88 37.28 50.74 55.27
1318.08 525.77 472.37 429.27 32.37 500
30.11
7.10
5.46
4.86 4.75
7422.87 2829.56 2504.63 1719.84 10.13
8.31
2.65
2.33
1.80 0.81

333
31
510
108
275
500
11
205
36
117
192
4
66
211
286
32
223
432
334
159
45
763
1219
394
52
916
12
19
115
18
35
48
1117
287
330
538
11
407
6972
100
208
1
29
119
10
233
44
144
97
89
69
215
128
55
116
86
6
266
782
224
11

60.11 9
1.07
5.61 3
5.27 3
15.04 3
25.21 3
1.37 12
- 6
10.10 9
18.09 6
3.78 3
4.00 9
5.97 3
10.05 9
9.71 3
8.32 9
4.30 9
5.51 9
17.08 9
9.18 9
20.03 9
11.78 9
18.07 3
10.29 3
25.87 9
6.91 6
29.43 9
6.03 9
10.27 9
6.87 3
16.07 6
6.92 9
2.92 9
17.49 3
16.43 9
13.39 3
5.64 3
2.36 9
19.13 9
31.35 3
6.90 9
68.20 3
8.33 9
12.08 3
36.39 3
- 3
23.14 9
8.71 9
23.23 6
41.99 3
4.85 3
10.18 6
6.27 3
30.33 3
- 6
37.91 3
10.86 9
2.36 3
4.81 9
24.16 3
- 3
22.11 9
13.58 3

1012
1103
1103
1103
1103
1103
1009
1012
1009
1103
1012
1006
1012
1103
1012
1012
1012
1012
1012
1012
1012
1012
1103
1012
1009
1012
1012
1012
1103
1009
1012
1012
1103
1012
1103
1103
1012
1012
1003
1012
1103
1012
1003
1103
1103
1012
1012
1009
1003
1103
1009
1103
1006
1003
1103
1012
1003
1009
1103
1003
1012
1003

6623.5 5062.8 4334.2 3876.6


7350.6 1694.9 1148.9
65.14 18.43 18.33
434.42 82.21 70.11
753.20 209.30 203.00
354.87 57.25 56.67
374.30 13.99 7.68
259.40 40.86 29.88
13.48 1.36 1.10
4755.21 331.11 25.09
991.66 124.97 81.71
34.11 0.47 -0.53
1021.23 185.86 149.05
75.47 14.12 12.27
3140.0 668.00 468.00
127.20 6.05 5.03
22797.5 516.29 295.60
1103.17 337.52 93.25
230.50 37.52 34.52
814.17 80.86 73.35
984.72 263.61 220.66
238.34 17.37 13.19
294.10 54.93 51.88
35217.4 11714.8 10519.9
64.17 4.36 2.79
1695.64 402.51 377.06
53.07 11.75 11.04
54.66 26.52 11.50
391.47 3.62 3.52
501.40 46.90 38.10
1493.7 98.15 88.78
131.86 8.93 8.89
995.38 284.72 246.19
793.57 227.43 186.90
1248.96 96.48 81.62
3045.8 746.58 477.08
229.92 56.19 36.36
338.69 133.88 120.49
143.35 66.96 61.75
447.44 30.44 23.48
4.43 0.69 0.49
8.62 2.81 0.99
38.02 2.41 2.30
1115.62 207.17 188.43
2.21 -0.04 -0.08
947.88 322.17 290.04
3045.0 56.21 -64.24
149.92 -4.07 -16.22
246.30 25.82 15.44
1588.26 343.12 219.30
431.64 12.68 2.39
434.63 81.55 80.95
20.93 2.21 1.87
645.39 132.35 97.11
342.25 28.57 19.07
365.58
49.22
0.65 0.30 0.18
407.53 34.79 28.48
481.18 201.90 188.43
8.58 1.82 1.41
6877.5 2233.8 1768.8
2.89 0.84 0.56

898.90
12.87
49.43
136.60
56.54
4.42
24.05
0.87
132.70
58.55
-0.35
110.03
8.20
375.00
3.40
197.41
76.21
25.30
48.09
163.66
10.02
43.97
6646.4
1.87
288.52
7.09
9.00
2.28
27.04
49.20
5.94
201.37
154.73
72.62
345.33
29.67
83.40
46.15
17.73
0.39
0.99
1.56
147.01
-0.31
190.54
-42.84
-14.31
17.02
157.00
2.44
58.65
1.27
70.16
11.15
37.45
0.12
45.68
175.19
1.28
1295.1
0.42

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

29

2.00

1.00
1.00
5.00

1.00

1.00
2.00
1.00
2.00
2.00
1.00
2.00

2.00
1.00
2.00

2.00
2.00
2.00
5.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Dolphin Offshore 31.03.10


DPSC
31.03.10
DQ Entertainment 31.03.10
Dr. Reddys Labs. 31.03.11
Dredging Corpor. 31.03.10
Dynamatic Tech.
31.03.10
Eastern Silk Inds. 31.03.10
Easun Reyrolle
31.03.10
Edelweiss Capital 31.03.10
Educomp Solutions 31.03.10
Eicher Motors
31.12.10
E.I.D. - Parry (I)
31.03.10
EIH
31.03.10
EIH Assoc. Hotels 31.03.10
Electrosteel Cast. 31.03.10
Elecon Engineering 31.03.10
Elgi Equipments 31.03.11
Emami
31.03.10
Empee Distilleries 31.03.10
Empee Sugars
31.03.10
Engineers India
31.03.10
English Indian Clay 31.03.11
EPIC Energy
31.03.10
Esab India
31.12.10
Ess Dee Aluminium 31.03.10
Essar Oil
31.03.11
Ester Industries
31.03.10
Eveready Industries 31.03.10
Exide Industries
31.03.11
Facor Alloys
31.03.11
Facor Steels
31.03.11
Fag Bearings
31.12.10
Federal Bank
31.03.11
Federal-Mogul Go. 31.12.10
Fenoplast
31.03.10
Ferro Alloys Corp. 31.03.11
Fiem Industries
31.03.10
Filatex India
31.03.10
Finolex Cables
31.03.11
Finolex Industries 31.03.10
First Leasing Co. 31.03.10
First Source Soluti. 31.03.10
Force Motors
31.03.10
Fortis Healthcare 31.03.10
Foseco India
31.12.10
Four Soft
31.03.10
Fresenius Kabi Onc. 31.03.10
Fulford (India)
31.12.10
GAIL
31.03.10
Gallantt Metal
31.03.10
Garware-Wall Rop. 31.03.10
GATI
30.06.10
Gayatri Projects
31.03.10
Gemini Comm.
31.03.10
Genus Power Infra. 31.03.10
Geodesic
31.03.10
Geojit BNP ParibasF.31.03.11
Geometric
31.03.11
GHCL
31.03.10
GIC Housing Fin 31.03.10
Gillanders Arbuth. 31.03.10
Ginni Filaments
31.03.10
Gitanjali Gems
31.03.10
Glaxosmith. Cons. 31.12.10

15.76
4.23
79.28
84.63
28.00
5.41
15.79
4.15
37.54
19.00
26.94
17.27
78.59
19.59
32.68
18.57
15.85
15.13
19.01
41.97
56.16
10.06
6.71
15.39
27.82
1366.00
31.45
36.34
85.00
19.55
20.65
16.62
171.05
55.63
4.60
18.53
11.96
17.14
30.59
124.03
22.79
429.21
13.18
317.32
6.39
19.41
15.82
3.90
1268.48
81.32
23.71
17.03
11.10
10.01
14.79
18.45
22.84
12.49
100.02
53.85
14.23
70.65
84.27
42.06

136.38
248.49
40.97
271.71
474.65
266.89
49.67
103.58
60.08
171.87
457.36
102.70
30.08
54.21
48.46
35.12
21.16
41.34
125.74
99.24
22.88
38.15
124.10
124.52
27.39
85.83
31.94
343.70
298.34
67.90
47.93
80.06
51.10
46.91
47.38
106.02
33.18
214.96
47.55
103.52
37.98
31.11
384.23
132.43
20.08
91.57
32.54
195.27
8.93
20.10
99.63
46.44
71.86
116.64
19.69
259.19

548.47
411.86
175.47
7469.28
645.41
444.81
554.11
215.85
977.80
1039.49
4421.26
7647.91
899.82
148.81
1528.89
1054.31
941.04
1037.99
851.48
46.12
1993.80
355.24
58.25
509.29
588.46
47120.00
396.00
970.14
4577.50
395.37
276.83
1048.59
4568.84
937.64
144.10
494.48
294.64
400.19
2035.76
1592.49
187.72
1970.79
955.55
937.94
188.04
132.96
421.48
191.20
24996.40
434.28
451.70
751.22
1252.49
350.78
653.84
637.36
256.30
620.61
1213.96
311.11
617.51
509.30
6527.63
2373.75

G.P.
(Cr.)

PBT
(Cr.)

PAT EPS Div MP(Rs.) P/E


(Cr.) (Rs.) (%) 16.06.11 Ratio

95.34 86.83 62.30 39.53 30


20.94 15.57 14.23 33.64
54.23 26.85 26.67 3.36
1262.76 1244.31 1104.00 65.23 225
143.67 77.65 70.05 25.02 30
38.37 15.83 10.51 19.43
22.19
6.85
4.10 0.52
71.29 66.74 55.90 26.94
345.05 332.80 229.16 6.10 80
553.40 439.17 275.86 29.04
474.97 417.67 188.92 70.13
983.55 850.25 567.20 32.84 500
157.02 88.99 57.23 1.46
19.57
8.19
5.29 2.70
360.22 307.92 206.29 6.31
123.44 90.32 66.18 7.13 75
151.75 141.04 88.99 5.61 100
322.46 204.94 169.73 11.22 300
32.30 26.22 17.09 8.99
4.13
0.59
0.93 0.22
673.39 660.48 435.58 38.78
57.74 45.38 30.39 6.04
9.74
7.13
5.62 8.38
98.77 88.22 58.96 38.31
153.25 135.84 44.46 15.98
1566.00 835.00 654.00 4.79
55.49 41.34 27.87 4.43
188.12 163.99 142.21 19.57
1023.81 940.36 666.36 7.84 150
51.58 49.42 32.85 1.68
4.57
-0.93 -3.61
201.99 181.88 121.50 73.10
1427.25 901.81 587.08 34.32 85
96.28 48.06 34.39 6.18
5.53
3.33
2.20 4.78
69.06 59.08 37.69 2.03
24.93 15.68 10.75 8.99
34.69 26.18 17.19 10.03
145.97 107.19 86.78 5.67 35
235.64 173.97 132.32 10.67 30
77.66 52.80 34.87 15.30
247.54 160.28 136.07 3.17
84.88 42.88 60.42 45.84
133.31 73.37 69.48 2.19
32.66 28.98 19.30 30.20 170
12.43 10.04
7.67 1.98
83.38 70.87 80.23 5.07
18.98 17.39 12.05 30.90
5140.29 4578.47 3139.84 24.75 75
51.21 35.93 23.55 2.90
38.96 26.04 19.38 8.17
43.02 19.15 15.11 1.77
101.06 81.00 49.09 44.23
71.03 39.84 32.26 3.22
61.50 56.11 26.39 1.78
303.47 223.32 223.70 24.25
64.68 49.46 28.39 1.24
93.67 70.12 57.52 9.21
197.75 121.64 140.85 14.08
92.50 91.88 67.09 12.46 45
60.01 38.36 25.36 17.82
33.89
8.21
4.88 0.69
269.28 224.74 200.17 23.75
491.51 451.80 299.85 71.29

12M(Un-Audited)/3/6/9 Months Results


Pe- T.O. G.P. PBT PAT F.V.
Otherthan
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

134 3.39 3 1003 113.90 4.64 3.14 2.07


1961 58.29 9 1012 310.39 17.69 13.59 9.37
43 12.80 12 1103 207.57 71.27 36.92 30.55
1550 23.76 9 1012 5452.0
853.08 769.51 5.00
324 12.95 9 1012 365.53 80.95 31.33 28.28
1504 77.41 9 1012 362.44 39.34 20.49 13.40
8 15.38 9 1012 555.90 18.00 1.08 0.88 2.00
78 2.90 9 1012 185.76 11.34 7.88 5.54 2.00
34 5.57 9 1012 1104.88 299.45 285.79 189.76 1.00
420 14.46 9 1012 862.19 299.18 238.51 191.01 2.00
1284 18.31 3 1012 1243.5 143.52 128.86 54.86
229 6.97 9 1012 7444.1 819.90 693.12 409.39 1.00
84 57.53 9 1012 722.35 51.65 -13.57 -2.51 2.00
140 51.85 9 1012 117.27 14.66 6.03 4.48
30 4.75 9 1012 1238.49 203.37 161.63 116.13 1.00
69 9.68 9 1012 830.48 115.64 87.14 64.36 2.00
81 14.44 3 1103 243.49 32.70 29.56 13.59 1.00
450 40.11 9 1012 921.14 293.66 205.70 174.15 1.00
100 11.12 9 1012 639.00 26.65 21.96 20.91
27 122.73 9 1012 215.16 54.21 39.59 26.44
284 7.32 9 1012 1876.75 546.03 535.76 356.95 5.00
48 7.95 3 1103 88.93 12.82 9.48 6.60 2.00
20 2.39 9 1012 45.70 6.12 3.98 2.98
496 12.95 3 1103 135.65 22.75 20.02 13.37
378 23.65 9 1012 502.18 145.21 130.68 105.48
124 25.89 3 1103 13356.0 603.00 422.00 321.00
43 9.71 9 1012 456.19 159.26 147.57 98.26 5.00
40 2.04 9 1012 748.29 60.94 42.67 35.38 5.00
157 20.03 3 1103 1248.05 254.60 231.92 163.67 1.00
5 2.98 3 1103 94.92 10.92 10.35 6.89 1.00
2
1.00
1150 15.73 3 1012 266.20 55.06 50.00 33.75
448 13.05 3 1103 1241.21 350.22 270.80 171.72
262 42.39 3 1103 268.83 24.73 12.42 15.00
38 7.95 6 1009 84.46 3.78 2.65 1.77
16 7.88 3 1103 122.89 8.09 5.57 3.20 1.00
155 17.24 6 1009 194.25 14.95 8.78 6.33
44 4.39 3 1006 107.43 8.20 6.01 4.32
49 8.64 3 1103 539.40 28.16 19.11 18.68 2.00
78 7.31 9 1012 1496.68 156.49 100.21 67.39
102 6.67 9 1012 127.70 42.60 40.47 69.80
19 5.99 9 1012 1508.87 192.06 126.32 100.25
661 14.42 9 1012 1010.09 85.63 52.92 37.68
160 73.06 9 1012 1067.20 188.08 116.38 94.95
554 18.34 3 1103 55.71 9.43 8.45 5.62
14 7.07 9 1012 89.22 6.23 4.91 4.40 5.00
126 24.85 9 1012 322.50 75.14 63.53 46.28 1.00
917 29.68 9 1009 147.91 22.36 21.20 14.68
437 17.66 9 1012 23565.0 4584.2 4101.1 2778.1
17 5.86 9 1012 409.35 26.53 14.81 11.86
64 7.83 9 1012 365.25 32.86 22.21 17.61
63 35.59 6 1012 451.62 21.51 10.88 6.92 2.00
207 4.68 9 1012 1006.88 81.58 64.52 44.53
20 6.21 9 1012 290.48 89.59 59.28 48.76 1.00
18 10.11 9 1012 472.97 54.62 50.32 42.61 1.00
76 3.13 9 1012 636.33 289.99 252.10 251.88 2.00
24 19.35 3 1103 58.56 10.02 6.31 2.92 1.00
57 6.19 3 1103 170.03 28.06 22.08 17.84 2.00
39 2.77 9 1012 1051.05 155.21 92.55 91.18
109 8.75 9 1012 248.42 122.27 121.78 97.18
105 5.89 9 1012 550.35 76.25 59.56 59.56
10 14.49 9 1012 477.98 49.45 30.91 19.62
295 12.42
2417 33.90 3 1012 524.19 90.88 79.98 53.37
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

30

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Glaxo Smithkl Ph. 31.12.10


Globus Spirits
31.03.10
GMR Energy
31.03.10
GMR Infrastruct. 31.03.10
Godawari Po. & Is. 31.03.10
Godrej Consumer 31.03.10
Godrej Industries 31.03.10
Gokul Refoils & Sol.31.03.10
Goldstone Infratech 31.03.10
Goldstone Tech.
31.03.10
Gontermann-Peipers 31.03.10
Granules India
31.03.11
Graphite India
31.03.10
Grasim Industries 31.03.10
Great Eastern Ship. 31.03.10
Great Offshore
31.03.10
Greaves Cotton
30.06.10
Greenply Indust.
31.03.10
Gruh Finance
31.03.11
G S Auto Internatio. 31.03.11
GSS Infotech
30.06.10
GTL
31.03.10
GTN Industries
31.03.10
GTN Textiles
31.03.10
Gujarat Alkalies
31.03.10
Guj.Ambuja Export 31.03.10
Gujarat Fluorochem 31.03.10
Gujarat Gas Co.
31.12.10
Gujarat Hotels
31.03.10
Guj. Ind. Power
31.03.10
Guj Mineral Dev. 31.03.10
Guj Narmada Fert. 31.03.10
Guj. NRE Coke
31.03.11
Guj. Reclaim & Ru. 31.03.10
Guj State Fertilizers 31.03.10
Guj. State Petronet 31.03.10
Gulf Oil Corporati. 31.03.11
GVK Power & Infra 31.03.11
Haileyburia Tea
31.03.10
Hanung Toys
31.03.10
Harrisons Malayal. 31.03.10
Harita Seating Sys. 31.03.10
Hatsun Agro Prod. 31.03.10
Hawkins Cookers 31.03.10
HBL Power Sys.
31.03.10
HCL Infosystems 30.06.10
HDFC
31.03.10
HDFC Bank
31.03.11
HDIL
31.03.10
HEG
31.03.10
Heidelberg Cement 31.12.10
Heritage Foods (I) 31.03.11
Hero Honda
31.03.10
Hester Biosciences 31.03.10
Himadri Chemicals 31.03.10
Himatsingka Seide 31.03.10
Hindalco Industries 31.03.10
Hinduja Foundries 31.03.10
Hinduja Global Sol. 31.03.10
Hind Construc. C. 31.03.10
Hind. Copper
31.03.10
Hind. Dorr-Oliver 31.03.10
Hind. Fluorocarbon 31.03.10
Hind Industries
31.03.10

84.70
19.76
718.20
366.74
26.94
30.82
31.76
26.38
14.43
18.78
13.92
20.06
34.30
91.70
152.29
37.23
48.84
11.05
35.16
4.00
14.14
96.72
11.55
11.64
73.44
27.67
10.99
25.65
3.79
151.25
63.60
155.42
558.14
1.33
79.70
562.45
19.83
157.92
1.58
25.19
18.45
7.77
6.79
5.29
25.30
43.65
287.11
465.23
358.84
42.61
226.62
11.52
39.94
5.19
38.57
49.23
191.37
18.68
20.59
30.33
462.61
14.40
19.61
8.64

227.96
81.67
15.92
18.18
184.95
30.98
55.19
28.87
26.86
39.93
49.24
108.72
69.01
1360.3
374.39
276.53
17.90
122.40
90.43
315.40
146.09
29.92
30.02
189.42
30.38
139.06
32.66
82.38
38.32
133.77
400.45
269.03
27.80
37.22
21.45
10.19
154.59
96.04
36.68
15.76
73.55
20.21
85.91
105.87
545.46
196.18
171.53
74.92
173.51
78.73
19.09
55.00
145.83
75.30
460.93
50.02
12.13
28.24
71.28

2144.04
386.37
236.39
4566.51
822.38
2056.85
3507.92
2816.28
72.41
56.85
137.39
475.18
1131.19
20194.7
3041.45
1012.38
1344.64
871.41
358.90
119.32
428.28
2236.94
273.05
123.05
1315.87
1410.60
997.24
1813.64
3.22
949.86
1065.22
2614.45
1593.94
144.13
4019.19
1000.87
1102.53
1914.66
16.29
836.85
330.47
225.09
1140.60
285.57
1109.51
12049.82
11360.83
24263.36
1491.99
1131.40
894.54
1096.09
15860.51
37.53
505.93
1076.35
19522.09
391.54
892.34
3629.14
1304.52
863.12
17.51
122.45

G.P.
(Cr.)

PBT
(Cr.)

884.90
50.26
21.84
805.37
100.80
443.52
263.14
88.10
11.99
5.71
15.22
45.05
398.79
5987.72
979.15
324.49
200.43
79.00
127.40
7.55
84.96
306.13
6.12
3.57
267.82
108.76
459.09
437.55
3.84
216.41
492.23
336.85
173.57
25.72
530.05
863.38
88.04
279.38
3.32
113.84
64.56
7.84
38.35
57.57
172.05
371.97
3934.19
7725.36
740.38
294.73
124.80
22.88
3023.20
13.83
170.05
65.32
2931.77
21.56
181.46
235.74
233.73
89.24
3.96
5.13

867.27
45.88
18.01
193.13
66.65
419.92
212.97
63.01
9.10
2.53
8.12
26.76
359.25
4993.01
554.58
192.22
173.40
56.98
125.57
6.61
68.61
246.70
-9.57
-3.21
146.27
80.85
402.06
383.34
3.79
128.37
406.08
219.89
123.11
21.36
389.12
626.89
69.15
95.74
3.05
96.62
12.36
-1.00
11.54
55.88
143.98
346.46
3915.99
5818.65
735.28
242.32
95.95
2.94
2831.73
9.60
145.25
10.61
2264.56
0.65
142.89
121.84
215.84
83.74
3.07
2.48

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

563.69
28.92
13.83
158.40
56.03
339.59
203.25
42.95
6.73
1.61
5.13
20.90
232.16
3095.53
512.76
174.62
117.97
49.57
91.51
4.36
56.42
206.14
-6.01
-2.18
171.84
60.03
334.15
257.75
2.50
106.78
279.87
123.84
101.83
13.81
254.47
413.77
57.02
154.91
2.74
89.78
9.91
0.09
2.69
36.84
100.42
242.38
2826.49
3928.39
596.65
171.06
63.30
1.10
2231.83
6.03
107.34
11.79
1915.63
0.35
130.11
81.44
154.68
55.53
3.06
1.97

66.55
14.64
0.19
0.43
20.80
11.02
6.40
3.26
1.87
0.86
3.69
10.42
13.54
337.6
33.67
46.90
4.83
22.43
26.03
5.45
39.90
21.31
23.40
4.34
30.40
20.10
6.60
7.06
8.80
7.97
1.82
103.83
31.93
7.36
5.75
0.98
17.34
35.64
5.37
0.12
0.79
69.64
3.97
11.11
19.69
84.44
16.63
40.15
2.79
0.95
111.76
11.62
2.78
1.20
10.01
0.19
63.19
2.69
1.67
7.71
1.56
2.28

425
150

300
80
25
150
110

350
25
32.5

10
100

30
360
165
100
12
1500

40

2460
147
32
168
416
197
88
19
8
19
88
92
2160
285
229
86
196
423
19
179
408
17
16
136
30
336
381
112
82
144
99
47
1079
351
96
90
22
156
77
70
182
1579
19
92
648
2343
175
245
39
196
1737
128
40
34
173
75
398
33
275
58
12
50

36.96 3
10.04 9
- 6
74.42 9
8.08 9
37.75 9
30.78 9
26.99 3
10.16 12
9.30 9
5.15 6
8.45 9
6.79 9
6.40 9
8.46 9
4.88 6
17.81 6
8.74 9
16.25 3
3.49 3
4.49 9
19.15 6
- 9
- 9
5.81 9
6.91 9
11.05 9
18.96 3
16.97 6
11.61 9
16.36 9
12.42 3
25.82 3
10.39 3
10.99 9
13.04 3
15.65 3
22.45 9
- 6
4.38 3
14.34 9
583.33 6
230.38 9
22.67 9
4.79 9
8.28 6
32.91 9
27.75 3
10.52 9
6.10 9
13.98 9
206.32 3
15.54 3
11.02 9
14.39 9
28.33 6
17.28 9
394.74 9
6.30 9
12.27 9
164.67 9
7.52 9
7.69 6
21.93 9

1012
1012
1003
1012
1012
1012
1012
1006
1103
1012
1009
1012
1012
1012
1012
1009
1012
1012
1103
1103
1103
1009
1012
1012
1012
1012
1012
1012
1009
1012
1012
1003
1103
1006
1012
1003
1103
1012
1009
1003
1012
1009
1012
1012
1012
1012
1012
1103
1012
1012
1009
1103
1003
1012
1012
1009
1012
1012
1012
1012
1012
1012
1009
1012

500.72
328.58
58.84
3811.83
572.34
2589.7
2981.82
874.17
74.40
46.26
82.31
355.29
919.55
15083.1
1956.37
437.16
797.05
867.33
118.11
32.79
376.26
1453.04
304.13
100.94
1027.84
1330.1
604.30
504.34
1.77
774.26
951.37
506.60
459.38
42.71
3632.6
266.79
226.00
1452.9
7.51
271.52
262.12
104.70
1018.84
227.58
723.06
6074.51
9093.2
6724.3
1278.92
832.09
698.08
298.65
4122.32
31.96
533.41
661.86
17012.8
399.06
779.74
2888.52
857.38
749.24
13.65
93.44

188.01
33.10
22.67
569.76
84.18
499.26
229.87
22.72
7.58
5.18
5.34
29.98
222.33
3317.2
814.72
151.59
130.60
54.45
52.46
2.19
72.56
178.08
23.66
8.71
161.86
109.38
191.54
136.97
1.91
148.79
456.72
-7.59
69.66
8.29
915.29
226.64
29.70
215.12
1.54
40.33
31.14
3.00
47.16
34.26
24.98
172.19
3326.9
2096.9
799.86
168.71
124.47
7.46
785.7
12.08
127.36
34.20
2319.0
24.65
123.47
175.00
265.50
81.36
-1.44
4.90

182.29
29.05
20.62
-30.01
50.27
463.34
189.14
14.79
4.68
1.76
1.71
16.40
192.78
2478.1
504.15
62.33
116.78
24.02
51.94
1.97
57.92
140.71
12.05
3.72
62.09
86.98
137.98
122.77
1.89
61.22
393.18
-35.52
56.38
7.08
807.72
163.40
25.40
72.72
1.39
35.56
-4.30
0.35
19.94
32.85
0.96
153.86
3313.0
1665.5
794.84
125.40
103.15
2.36
737.04
9.06
102.34
5.73
1807.5
6.95
91.59
66.28
252.39
76.34
-1.88
2.91

115.70
20.78
16.44
77.31
41.06
366.28
184.63
10.06
3.27
1.31
1.10
12.08
127.78
1400.2
457.92
54.82
80.62
19.17
41.60
1.31
46.49
88.49
6.91
2.43
58.32
66.54
125.18
82.13
1.28
81.74
262.06
-38.26
50.82
4.49
544.23
107.87
18.89
118.11
1.22
33.28
-4.30
0.25
17.39
21.93
-3.04
103.44
2393.0
1114.7
699.09
94.50
68.79
1.56
598.81
6.05
76.75
3.03
1428.6
5.39
76.46
48.39
163.13
52.38
-1.88
2.22

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

31

1.00
1.00
1.00
2.00
4.00

2.00

2.00
5.00
5.00

2.00
1.00
2.00
2.00

2.00
1.00

1.00
2.00
2.00

2.00
1.00
5.00
1.00
1.00
5.00
2.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Hind. Motors
31.03.10
Hind. National Glas 31.03.10
Hind. Oil Explorat. 31.03.10
Hind. Unilever
31.03.10
Hindustan Zinc
31.03.11
Hira Ferro Alloys 31.03.10
Hitech Plast
31.03.10
Housing & Urban 31.03.11
HOV Services
31.03.10
HPCL
31.03.10
HSIL
31.03.10
Hyderabad Indust. 31.03.11
ICICI Bank
31.03.11
ICICI Home Finance 31.03.11
I.C.S.A. (India)
31.03.11
ICRA
31.03.10
IDBI Bank
31.03.11
IDBI HomeFinance 31.03.10
IDFC
31.03.11
Idea Cellular
31.03.10
IFCI
31.03.11
IFB Agro Indust.
31.03.10
IFB Industries
31.03.10
Igarashi Motors
31.03.10
IKF Finance
31.03.10
IKF Technologies 31.03.10
Imp Powers
30.06.10
Impex Ferro Tech 31.03.10
Ind BankMerchant 31.03.10
Indiabulls Financia. 31.03.11
India Bulls Real Est. 31.03.10
India Bulls Power 31.03.10
India Bulls Securi. 31.03.10
India Cements
31.03.10
India Glycols
31.03.10
India Infoline
31.03.10
India Infra. Finance 31.03.11
India Motor Parts 31.03.10
India Nippon Elec. 31.03.10
Indian Bank
31.03.11
Indian Hotels
31.03.10
Indian Metals & Fer 31.03.11
Indian Over. Bank 31.03.11
Indo Asian Fusegear 31.03.10
Indo Rama Synthet. 31.03.11
Indo Tech Trans.
31.03.10
Indraprastha Gas
31.03.10
Indraprastha Medic. 31.03.10
Indsil Hydro Power 30.06.10
Indusind Bank
31.03.11
Infinite Computer 31.03.10
Info Edge (India)
31.03.11
Infosys Technol.
31.03.11
Infotech Enterprises 31.03.11
Ingersoll-Rand (I) 31.03.11
Insectides (India) 31.03.10
Insilco
31.03.10
Interfit Techno Prod 31.03.10
Internat. Combus. 31.03.10
Internat. Travel Ho. 31.03.10
Intrasoft Technolog. 31.03.10
IOL Chem.& Phar. 31.03.10
IPCA Laboratories 31.03.10
IP Rings
31.03.10

161.17
17.47
130.51
218.17
845.06
3.92
13.18
2001.90
12.49
338.63
11.01
7.49
1151.82
1098.75
9.55
10.00
984.57
164.98
2300.95
3299.84
737.84
8.01
35.52
13.87
12.23
43.06
8.14
49.97
44.38
62.20
80.31
2021.30
45.99
307.17
27.88
57.04
2000.00
4.16
8.08
429.77
72.35
26.34
618.75
16.11
151.82
10.62
140.00
91.67
9.51
465.97
43.96
54.59
286.00
55.64
31.57
12.68
62.72
8.32
2.39
7.99
11.03
22.72
25.04
7.04

10.21
108.02
84.41
11.84
53.33
246.68
51.28
68.14
341.30
70.86
391.76
480.13
12.20
175.08
221.72
128.40
15.28
48.87
34.32
50.98
85.94
42.80
18.30
17.15
5.28
102.74
21.73
11.37
145.97
232.96
19.24
9.56
114.86
141.28
56.27
12.91
274.52
187.15
184.44
37.17
281.48
131.96
71.89
35.36
129.92
58.96
14.80
62.58
82.08
74.37
79.14
477.33
93.96
259.50
99.53
14.57
12.04
271.97
94.21
42.75
61.16
69.88
65.67

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

573.15
-15.64 -33.27 -51.10
1359.90
269.17 183.05 155.20 17.77
145.03
112.28 65.08 41.59 3.19
17725.33 2946.55 2762.52 2202.03 10.09 650
9912.14 6434.29 5959.55 4900.49 11.60
103.77
24.01 18.50 17.51 44.67
263.58
33.06 23.57 14.94 11.34
2207.29
827.77 813.77 548.90 274.19
848.39
88.24 63.02 -75.84
107637.46 3289.43 2125.03 1301.37 38.43 120
801.06
114.72 65.68 52.43 9.52 100
723.88
92.09 74.14 50.61 67.57 160
61594.70 10949.68 8389.70 6093.27 52.90 140
1246.38
352.18 329.36 233.29 2.12 13.6
1403.88
199.43 179.13 125.63 26.31
162.32
83.40 79.26 53.48 53.48 170
20684.47 4157.85 2280.98 1650.32 16.76 35
354.97
77.13 72.77 52.13 3.16
4916.74 1819.01 1778.84 1281.65 5.57
12447.08 3090.26 1075.35 953.94 2.89
2421.64 1176.53 1166.25 706.25 9.57 10
293.40
15.63
6.50
4.42 5.52
545.29
66.19 57.51 53.76 15.14
158.71
10.24
3.76
2.73 1.97
9.49
5.32
4.30
2.83 2.31
210.11
41.59 36.73 36.73 0.85
192.91
10.33
6.83
4.59 5.64
551.60
12.97 10.10
5.71 1.14
18.65
3.40
2.30 -1.65
2472.71 1002.48 991.49 742.75 23.88
129.36
53.02 40.45 -16.02
44.27 43.92 38.13 0.19
337.60 115.16 93.94 61.22 2.66
3808.26 764.44 531.32 354.34 11.54
1109.24
90.17 31.10 20.00 7.17 15
1123.66 408.18 354.72 231.99 8.13
1951.96 445.93 445.68 295.80 1.48
359.28
37.29 36.48 24.80 59.62
169.44
29.34 25.77 19.92 24.65
10542.92 3291.68 2634.46 1714.07 39.88 75
1473.29 322.35 218.25 153.10 2.12
1078.04 295.51 253.66 165.44 62.81
13326.57 2860.63 1592.23 1072.54 17.33 50
230.13
10.92
3.92
2.85 1.77
2826.03 358.24 208.34 139.41 9.18 10
97.90
-7.66 -11.53 -8.39
1083.84 401.89 324.44 215.50 15.39 45
424.43
65.84 46.55 31.06 3.39 16
106.26
18.96 15.47 13.59 14.29
4303.02 1081.67 879.78 577.32 12.39 20
664.30 113.70 107.14 79.17 18.01
321.73 113.60 105.60 63.14 11.57
27501.00 8102.00 9313.00 6823.00 119.28 1200
1188.01 208.36 159.77 139.69 12.55 25
498.66 106.68 101.93 68.62 21.74 60
396.87
34.02 32.82 28.22 22.26 20
65.06
11.01
7.40
5.01 0.80
33.80
2.99
2.79
2.83 3.40
97.38
20.96 17.45 11.96 50.04
108.16
26.67 17.00 11.29 14.13 32.5
29.20
10.86
9.04
8.83 8.01
350.40
24.66 14.65 10.02 4.41
1552.74 318.06 271.73 209.19 16.71
67.85
12.68
8.16
5.57 7.91

18
- 6 1009 352.74 -0.41 -8.56 -8.08
200 11.25 9 1012 1133.67 189.30 115.31 90.06 2.00
188 58.93 9 1012 244.18 175.08 82.18 55.76
321 31.81 9 1012 14768.6 2371.8 2206.6 1736.8 1.00
132 11.38 3 1103 3197.0 2257.7 2130.6 1771.3 2.00
334 7.48 9 1012 115.56 28.88 24.22 22.75
94 8.29 9 1012 255.10 27.82 18.60 11.88
- 6 1103 1101.71 415.04 403.54 269.15 1000
92
- 9 1012 544.51 70.76 49.73 49.73
373 9.71 9 1012 93832.1 1600.7 595.28 416.35
175 18.38 9 1012 720.54 120.89 80.74 55.04 2.00
390 5.77 3 1103 191.24 19.07 14.42 10.52
1029 19.45 3 1103 18178.9 2576.4 2112.0 1567.9
- 6 1103 589.45 189.05 173.74 122.23
112 4.26 3 1103 406.08 56.41 51.23 33.02 2.00
1051 19.65 9 1012 136.67 57.37 54.08 36.31
129 7.70 3 1103 5700.7 1166.8 884.91 516.25
- 6 1003 182.84 46.24 44.15 31.44
120 21.54 3 1103 1302.34 421.47 411.61 286.67
75 25.95 6 1009 7312.9 1550.3 402.68 381.14
48 5.02 3 1103 673.91 388.65 386.08 233.03
78 14.13 9 1012 346.96 22.88 16.74 11.29
122 8.06 9 1012 512.48 60.87 53.82 36.71
50 25.38 9 1012 145.00 13.46 5.59 6.41
13 5.63 9 1012
9.20 4.35 3.78 2.38
4 4.71 9 1012 180.04 35.91 33.58 33.58 1.00
89 15.78 6 1012 114.07 6.43 4.38 3.13
10 8.77 9 1012 439.92 8.95 6.77 4.25
11
- 6 1009
3.44 -3.22 -3.70 -5.21
156 6.53 9 1012 1710.31 755.34 747.92 506.72 2.00
113
- 9 1012 871.37 274.41 259.56 148.02 2.00
19 100.00 9 1012
0.40 6.82 6.18 3.66
14 5.26 9 1012 276.18 77.57 63.69 42.38 2.00
82 7.11 9 1012 2539.96 195.22 12.72 12.82
115 16.04 9 1012 1159.04 63.36 13.29 8.47
84 10.33 9 1012 1105.28 293.63 247.63 164.35 2.00
- 6 1103 1044.85 279.55 279.43 185.19
684 11.47 6 1009 205.69 18.65 18.27 12.44
262 10.63 9 1012 172.13 28.80 26.30 19.76
217 5.44 3 1103 2865.8 903.02 776.22 438.86
78 36.79 9 1012 1142.6 158.77 78.35 47.32 1.00
478 7.61 3 1103 288.78 45.71 35.89 24.48
147 8.48 3 1103 3916.6 976.95 530.93 434.30
80 45.20 3 1003 58.84 4.58 2.77 1.93
44 4.79 3 1103 870.82 187.87 150.35 100.68
140
- 3 1006 25.61 -2.79 -3.88 -2.68
372 24.17 9 1012 1239.7 357.64 284.50 190.61
36 10.62 9 1012 324.28 47.54 31.68 21.29
33 2.31 6 1012 54.91 9.87 8.13 8.13
255 20.58 3 1103 1230.47 298.03 257.78 171.76
134 7.44 9 1012 635.40 108.22 98.69 76.96
720 62.23 3 1103 81.48 42.01 39.66 26.89
2800 23.47 3 1103 7250.0 2102.0 2517.0 1818.0 5.00
136 10.84 3 1103 325.83 51.09 38.83 36.98 5.00
477 21.94 3 1103 120.80 28.08 26.76 18.58
340 15.27 9 1012 394.44 35.94 34.80 26.08
16 20.00 3 1006 16.15 2.73 1.83 0.96
12 3.53 3 1003
7.84 0.72 0.67 0.67
254 5.08 9 1012 72.89 11.72 9.77 6.52
182 12.88 6 1009 66.81 17.25 12.30 8.17
63 7.87 9 1012 32.28 9.50 8.10 7.38
36 8.16 9 1012 283.00 23.15 5.17 3.44
346 20.71 9 1012 1402.6 302.35 261.60 196.80 2.00
82 10.37 9 1012 58.17 8.91 5.31 3.64
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

32

COVER STORY

While we are pleased with our growth, there remains a lot to be


done and we are setting ourselves new targets and undertaking
new initiatives to transform health care delivery as we continue to
move towards our stated goal of touching a billion lives.
Key Achievements 4 Pillars
At Apollo, corporate success is anchored by 4 key pillars. Clinical
Excellence, Technological Excellence, Patient Care Excellence and
Value Excellence. Apollo Hospitals believes in delivery of best patient
care, employing best in class procedures and technologies with an
eye on sustainable growth performance.
Clinical Excellence: Apollo strives to maintain consistently higher
rates of case success rates.
Technological Excellence: Apollo relies on latest technologies to
consistently deliver superior clinical outcomes .
Patient Care Excellence: Apollo seeks to be driven by patient well
being.
Value Excellence: Apollo endeavours to balance performance
goals with top notch healthcare service delivery which is affordable
to the masses.
Continued Efforts for Clinical Excellence
As of March 31, 2011 the Apollo Hospitals Group has 7 facilities
that are accredited by JCI which is the largest for a single healthcare
group outside of the USA. In addition it has 3 facilities which have
received the NABH accreditation. The Apollo Hospitals group has
the leading number of accredited facilities in India which is a tribute
to its commitment to clinical excellence.
Past Milestones achieved
The Apollo Hospitals Group conducted its 1,000th tissue transfer
surgery in April, 2011.
The Apollo Hospitals Group has performed more than 775 solid
organ transplants for the year 2010, making it one of the worlds
busiest Liver Transplant Centres.
The Indraprastha Apollo Hospitals, Delhi crossed the milestone of
500 liver transplants in February, 2011.
Apollo Life, a sister initiative of the Apollo Hospitals Group, launched
Apollo M.I.N.D. Line, a tele counselling helpline to address an array
of psychological issues prevalent in society.
A Deep Brain Stimulation surgery was undertaken on an Iraqi
patient at Apollo Specialty Hospital, Chennai.
A complex heart surgery was successfully performed for the first
time in Apollo Hospitals Dhaka for closure and repair of an Atrial
Septal Defect (ASD) in the heart.
Superior outcomes through Use of Technology
The Apollo Hospitals, Chennai conducted a hip resurfacing surgery
using an iPod to enhance effectiveness of the surgery.
South Asias first of its kind, Full Field Digital Mammography with
Tomosynthesis (3D) system was inaugurated at Apollo Specialty
Cancer Hospitals, Chennai.
Eastern Indias first dedicated comprehensive Bone Marrow
Transplant Unit (BMTU) was inaugurated at Apollo Gleneagles
Cancer Hospital, the only super specialty Cancer hospital in the
region.
Apollo Hospitals has introduced a Bariatric Surgery procedure
which can be conducted through a single incision that leaves no
visible scar.
Focus on healthcare for all
The Apollo Hospitals group is working on increasing the telemedicine
centers across the globe. Presently, it has 103 centers and is
working on increasing its presence in the country.
Segment wise Performance Update
Hospitals
Revenues of the hospital division of Apollo Hospitals Enterprise
Limited (Standalone) (consisting of hospital services, hospital based

pharmacies and consulting) increased by 25.6% to Rs. 4,395 million


in Q4FY11 compared to Rs. 3,498 million in Q4FY10. FY11 revenues
of Rs. 16,712 million were higher by 24.6% over FY10 Revenues of
Rs.13,412 million AHELs JVs, subsidiaries and associates too
continued to display steady progress in operating parameters:
Apollo Gleneagles Hospital, Kolkata reported a revenue of 1,639
million in FY11 and an EBDITA of Rs. 553 million as compared to a
revenue of 1,261 million in FY10 and an EBITDA of 378 million.
Apollo Hospitals, Bangalore reported a revenue of 873 million in
FY11 and an EBDITA of Rs. 162 million as compared to a revenue of
696 million in FY10 and an EBITDA of 99 million.
Indraprastha Apollo Medical Corporation Limited, Delhi reported a
revenue of 3,366 million in FY11 and an EBDITA of Rs. 701 million as
compared to a revenue of 3,313 million in FY10 and an EBITDA of
695 million.
Standalone Pharmacies
Apollo Pharmacies continued to increase its pan India presence as
it added 57 stores in Q4FY11, taking its network to 1,199 operational
stores by March 31, 2011. The like for like growth in
revenues / store for the batch of stores opened prior to March
2007 was 17.8% in Q4FY11 over Q4FY10.
The improvement in operating metrics was demonstrated by the
batch of mature stores (pre March 2007) as it reported an EBITDA
margin of 5.44% in Q4FY11. This represents an increase of 28
basis points over the EBITDA margin of 5.15% in Q4FY10.
Overall Revenue Growth for Standalone Pharmacies grew by 36.5%
from Rs. 1,821 million in Q4FY10 to Rs. 1,334 million in Q4FY11.
Further, the business has reported its first quarter of positive EBIT
of Rs. 6 million in Q4FY11 compared to a net loss of Rs. (15) million
in Q4FY10.
SAP FY11 revenues of Rs. 6,614 million were higher by 36.4%
over FY10 Revenues of Rs. 4,850 million
Subsidiaries & JVs
Apollo Munich Health Insurance Company Limited (Apollo
Munich)
During FY11, Apollo Munich achieved a Gross Written Premium of
Rs. 2,835 million against a GWP of Rs. 1,147 million in FY10. The
earned premium expanded over 135% at Rs. 1,647 million
in FY11 compared to Rs. 600 million in FY10.
Apollo Munich reported a loss of Rs. (705) million at the EBITDA
level in FY11. This was contained to 42.80% of Total Income in
FY11 compared to 131.42% in FY10. There has been a sustained
improvement in the combined ratio from 198% in FY10 to 126% in
FY11. As of March 31, 2011 Apollo Munich has 40 offices across
India.
Apollo Health Street
During the quarter, Apollo Health Street announced a new agreement
with The Reading Hospital and Medical Center, Pennsylvania, USA.
The partnership includes the management of all billing and accounts
receivable for the hospitals small balance accounts. For FY11,
AHS reported revenues of Rs. 4,476 million. EBDITA has improved
to Rs 520 million as compared to Rs 352 million in the FY-10.
About Apollo Hospitals Enterprise Ltd. (AHEL)
It was in 1983, that Dr. Prathap Reddy launched Indias first corporate
hospital - Apollo Hospital in Chennai. Now, as one of Asias largest
healthcare groups, its presence includes over 8,500 beds across
54 Hospitals, 1,199 Pharmacies, 62 primary care and diagnostic
Clinics, 100 Telemedicine units across 9 countries, medical business
process outsourcing services, Health Insurance services, Global
Projects Consultancy, 15 colleges of Nursing and Hospital
Management and a Research Foundation with a focus on global
Clinical Trials, epidemiological studies, stem cell and genetic
research.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

33

COVER STORY

NCC : ATTRACTIVE VALUATION


NCC is a vision seen in exemplary clarity by Dr. AVS
Raju, architect, planner and builder close to three decades
ago. Years that have seen the Company creating history, time
and again in the dynamic arena of infrastructure while contributing in incomparable measure in nation building. NCC has
earned a remarkable reputation and trust in thirty years of dedicated service. NCCs range of business verticals comprising
of Buildings & Housing, Transportation, Water & Environment,
Irrigation, Power, Electricals, Metals, Oil & Gas and International business reflect an expertise positioned to capture every infrastructure upturn. NCC has a reputed record of completing projects on time without compromising on quality. Meanwhile, it has reported encouraging working results for the year
ended March 31, 2011. For the year (consolidated), it has reported an Operating Profit of Rs.579crs on a Total Income of
Rs.6,230crs against Rs.562crs on a Total Income of
Rs.5,897crs. However, due to higher Provisions, it has reported
a Net Profit of Rs.222crs against Rs.283crs. The EPS for the
year is Rs.9/-. It has announced 50% Dividend for the year. The
order book of the Company stood at Rs.16,180 crores as on
31st March, 2011.The Company has strong fundamentals. The
Paid-up Capital of the Company is small at Rs.51crs against
high Networth of Rs.2,494crs. However, the Return on Networth
is high at 9% for the year on increased Networth. Technically
the scrip is moving around Rs.78/- with a low P/E Ratio of 9
and high Book Value of Rs.97/-. The current Market price is
below its present Book Value.

DR AVS RAJU, CHAIRMAN


CONSOLIDATED RESULTS:

contractor to a full-fledged infrastructure

year.

The Company has reported a Turnover of

solutions provider. Keeping pace with the

Rs.1734 crores (excluding other income)

NCCL STANDALONE:

times, its process features cutting-edge

for the quarter ended 31.03.2011 as against

The Company has achieved a Turnover of

construction technologies on par with

Rs.1812 crores of the corresponding

Rs.1450 crores in the 4th quarter as against

international standards.

quarter of the last fiscal. The company

Rs.1523 crores of corresponding quarter

Key Areas :

posted an EBIDTA of Rs.197.02 crores and

of the previous year. The operations of the

Housing Projects, Industrial & Commercial

Net Profit of Rs.50.37 crores for the quarter.

Company have resulted in an EBIDTA of

Buildings, IT Parks, Shopping Malls, Sports

The company has reported an EPS of

Rs.130.93 crores and a Net Profit of

Complexes, Stadia & Hospitals

Rs.1.96 for the 4th quarter as against

Rs.35.65 Crores for the quarter.

Transportation

Rs.3.58 (excluding exceptional item) in the

The Company has reported a Turnover of

The Transportation Division of NCC was

corresponding quarter of the previous year.

Rs.5074 crores for the current fiscal as

established in 1998 with the objective to

The Company has achieved a Turnover of

against Rs.4778 crores in the previous year

capture opportunities in the countrys road

Rs.6230 Crores (excluding Other Income)

thereby registering a growth of 6% over

network. This Division executes various

for the year ended 31st March 2011 as

the previous year. It has posted an EBIDTA

projects of the Central and State

against Turnover of Rs.5897 crores in the

of Rs.487.64 crores and a Net Profit of

Government. The Transportation Division

previous year, registering a growth of 6%.

Rs.163.45 crores for the year.

has successfully completed many

The Company posted an EBIDTA of

The order book of the Company stood at

prestigious projects and has also executed

Rs.714.98 Crores and Net Profit after Tax

Rs.16,180 crores as on 31st March, 2011. It

projects on Build, Operate and Transfer

of Rs.222.19 crores for the year as against

has announced an 50% Dividend for the

(BOT) and Engineering Procurement and

Rs.658.92 Crores and Rs.242.32 crores

year.

Construction (EPC) basis for Government

(excluding exceptional item) respectively in

and Private Agencies. Presently, the division

the previous year. The Company has

DIVISIONS

is successfully executing one of the largest

reported an EPS of Rs.8.66 in the year ended

Buildings & Housing

road projects in Sultanate of Oman.

31st March, 2011 as against Rs.9.90

Since its inception in 1978, this division - the

Key Areas :

(excluding exceptional item) in the previous

oldest in the Company - evolved from a mere


JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

34

COVER STORY

Highways, Bridges including Flyovers and

nearly US $ 200 million.

area. Various pipeline projects are also

Elevated Corridors, Railways, Airport

NCCIL is also focusing on establishing joint

under execution.

Terminals & Ports

ventures with international companies in

NCC has entered into an MOU with

Electrical

order have leverage in the competitive

Naftogaz India Pvt. Ltd., which is a wholly

The Electrical Division was started in the

market.

owned subsidiary of Naftogaz Ukraine.

year 1998. The Division undertakes Design,

Key Areas :

Based on this MOU, NCC will be participating

Engineering, Supply, Erection, Testing &

Roads & Highways, Water Supply &

in the refinery expansion projects and Oil &

Commissioning of EHV Transmission Lines,

Sewerage Network, Oil & Gas, Real Estate

Gas pipeline business in the country.

33/11 KV Sub-stations & Lines, and

Power

Key Areas :

Distribution Systems. The Division is also

The Power Division was started in the year

Product Pipe line Jobs, Refinery Process

executing distribution system like APDRP,

2007. The Division mainly works for the

packages, Utilities and Infrastructure works

HVDS and RGGVY Scheme.

development of BOOT and BOT projects &

for Refineries, Offshore Platforms, Utilities

Key Areas :

participates in tenders for turnkey contracts

and renovation jobs

Transmission lines and Sub-Stations, Project

of power plants as well as the execution of

Mining

Electrification, System Improvement Projects

Balance of Plant (BOP) on EPC basis and

The Mining Division was started in the Year

Water & Environment

also in the Civil, Structural and Architectural

2009 in view of a number of opportunities

This Division was established in the year

works of Thermal and Hydro Power plants.

prevailing in the Sector and the Govt.

1999, keeping in view of the increasing

The Division also participates in both Private

planning to open mining to private sector

investments in several projects by various

& Public Sector Projects.

participation. The high growth in Power and

Government agencies in water supply and

Key Areas :

Coal Sector has caused large gap between

sewerage, effluent and underground waste

Under Ground Tunnels, Under Ground &

demand and supply of Coal / Lignite. As

water treatment plants across the country.

Open Power House, Execution of complete

such, various coal blocks are to be opened

The division meticulously executes projects

EPC on Turnkey basis, Planning, Engineering

for Mine Development and huge investments

to the countrys urban and rural areas. The

& Designing, Civil works related to Thermal

from both Public and Private Sectors is

Division is geared-up to execute EPC,

& Hydro Power Projects

expected. There are ample opportunities in

Turnkey and BOT projects.

Metals

this sector to win the projects with high

Key Areas :

The Metals Division was started in the year

margin and order values as well.

Water Supply Projects, Water Treatment

2007. The metal industry is a pivotal sector.

This Division also caters to the Coal needs

plants, Underground Drainage Works,

It is the mainstay of the economy as it meets

of one of the Group companies of NCC

Sewerage Treatment Projects

the requirement of a wide range of

which is foraying into Power Generation.

Irrigation

industries. To seize the potential of this

NCC is also venturing into the Ferrous and

NCC initiated its activity in the Irrigation

sector, NCC has tied up with POSCO E & C

non-ferrous Metal Segments.

segment in the year 2004. The division has

of South Korea, the fourth largest steel

NCC focused in the Tenders for Mine

successfully procured many irrigation

producer in the world.

Developer cum Operator (MDO) for Open

projects individually and together with other

Key Areas :

Cast Projects for removal of Over Burden

reputed companies as Joint Venture

Non-Ferrous Sector

and Extraction of Coal / Lignite from Mines

partners. It also executes projects

Aluminium

in India with Subsidiaries of Coal India Ltd.

comprising canals, and spillway with gates,

Zinc

and Steel Authority of India Ltd., Gujarat

among others.

Copper

Mineral Development Corporation, the

Key Areas :

Lead

Singareni Collieries Company Ltd. etc.

Dams, Lift Irrigation, Gravity Irrigation, Hydro

Ferrous Sector

Key Areas :

Electric Power

Iron & Steel

Removal of Over Burden and Bulk Material,

International

Oil & Gas

Handling Technologies from Open Cast

NCC started its International operations by

The Oil & Gas Division was started in the

Mines, Extraction of Coal / Lignite from Open

registering as a local company in the

year 2007 to cater to the infrastructure

Cast Mines,Design, Supply, Construction of

Sultanate of Oman in May 2005. This

needs of various Oil & Gas Companies in

Coal Handling Plant, Silo, Washery etc.,

Company is known as NCC International LLC.

India. To meet the growing demands, the Oil

Transportation of Coal.

NCCIL is handling projects in Roads &

& Gas Companies are either expanding their

However, the best of NCC is yet to come

Highways and Water supply in Oman and

existing refineries or going for Green fields

from the investors point of view.

UAE. The value of the current projects is

constructions, resulting in huge scope in this

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

35

COVER STORY

NMDC : HIGHEST NETWORTH CO. IN A.P.

MDC Ltd., highest Networth company in A.P., has reported jump in Turnover & Profits for the fourth quarter and
year ended March 31, 2011. For the quarter the Turnover has jumped by 90% from Rs.1,983crs to Rs.3,770crs while the
Operating Profit has jumped by 99% from Rs.1,354crs to Rs.2,697crs and Net Profit by 97% from Rs.1,066crs to Rs.2,099crs.
The EPS for the quarter is Rs.5/-. For the year, the Turnover has jumped by 82%, Operating Profit by 96% and Net Profit by
89%. The EPS for the year is Rs.16/- against Rs.9/-. Encouraged by the performance it has hiked the Dividend from 175%
to 330% for the year. The Company has strong fundamentals. The Paid-up Capital of the Company is small at Rs.396crs
against high Networth of Rs.19,215crs. However, the Return on Networth is high at 11% for the quarter and 34% for the
year on increased Networth of 35%. Technically the scrip is moving around Rs.257/- with a P/E Ratio of 16 and Book Value
of Rs.48/-. The company has major expansion and diversification plans.
(Audited)

NMDCs best Annual & Fourth Quarter Results ever


NMDCs results reveal substantial improvement in its performance both in the quarter and during the year. The Companys
production and sales of iron ore during the 4th quarter touched
8.58 million tonnes and 8.42 million tonnes respectively which
represents 38% and 34% improvement in production and sales
respectively over the corresponding quarter of the previous
year. The production and sales of iron ore for the year 201011 reached a level of 25.16 MT and 26.32 MT respectively
representing an increase of 6% and 9% respectively in comparison to 2009-10.
In addition to achieving better physical performance, the Company aided by higher price realisation for its product, has
posted a Turnover of Rs.11,369 crs, PBT of Rs.9,727 crs and
Net Profit after Tax of Rs.6,499 crs in 2010-11 as against
2009-10. In the previous year 2009-10, it has achieved a Turnover of Rs.6,239 crs, PBT of Rs.5,207 crs and Net Profit after
Tax of Rs.3,447 crs, thus representing an improvement of
82% in Turnover, 87% in PBT and 89% in Net Profit after Tax.
The quarterly results reveal improvement of 44%, 38% and
38% in Turnover, Gross Profit and Net Profit respectively compared to previous quarter of this year and improvement of
90%, 96% and 97% in Turnover, Gross Profit and Net Profit
respectively compared to corresponding quarter of last year.
For the year 2010-11, an interim dividend of 115% per equity
share has already been paid and it has recommended payment of final dividend @215%. The total Dividend for the year
2010-11 would be @330% per equity share.
The Earnings per Share (EPS) is at Rs.5.29 per share for this
quarter (compared to Rs.2.69 for 4th quarter of 2009-10) - not
annualized. The EPS is at Rs.16.39 per share for the year
ended 2010-11 in comparison with that of the previous year of
Rs.8.69 per share - annualized.

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.O.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.O.
OP as % T.O.

31.03.11
(3M)
396.47
18818.05
19214.52
10.92
48.46
1.00
3769.75
2696.97
3182.29
42.04
3140.25
1041.63
2098.62
5.29

31.03.10
(3 M)
396.47
13875.96
14272.43
7.47
36.00
1.00
1983.33
1353.84
1624.76
25.36
1599.40
533.81
1065.59
2.69

% CH

256.65
12.13
55.67
71.54

53.73
68.26

3.61
4.81

35.62
34.63
46.18
34.61
90.07
99.21
95.86
65.77
96.34
95.13
96.94
96.65

31.03.11
(12 M)
396.47
18818.05
19214.52
33.82
48.46
1.00
11368.94
8521.47
9852.15
124.98
9727.17
3227.95
6499.22
16.39
3.30
256.65
15.66
57.17
74.95

31.03.10
(12 M)
396.47
13875.96
14272.43
24.15
36.00
1.00
6239.09
4345.61
5283.94
76.62
5207.32
1760.06
3447.26
8.69
1.75

%CH

55.25
69.65

35.62
34.63
40.04
34.61
82.22
96.09
86.45
63.12
86.80
83.40
88.53
88.61
-

3.48
7.61

The quantity of domestic sales of iron ore were increased by 15% whereas
exports were reduced by 25% for catering to the needs of the domestic
market.
The company has been pursuing all its expansion programmes and NMDC
as part of its forward integration programme and value addition has planned
to set up a 3 MTPA steel plant at Nagamar in Chhattisgarh, for which the
land acquisition has been completed in August, 2010. During the month of
February, 2011 NMDC signed an agreement with MECON for rendering
Engineering Consultancy services for setting up of the Integrated Steel
Plant and in March, 2011 NMDC signed Contract Agreement with consortium comprising Siemens VAI, Austria, SVAI, India and NCC Ltd., for turnkey execution of a Sinter Plant Complex for the Integrated Steel Plant.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

36

COVER STORY

RAMKY INFRASTRUCTURE : HIGH GROWTH STOCK


R

MR Y R NAGARAJA, MD

amky Infrastructure Ltd., the flagship Company of Ramky Group


has reported impressive working results for the year ended March 31,
2011. For the year (consolidated) the Total Income has increased by 54%
from Rs.2,042crs to Rs.3,147crs whereas the Gross Profit has jumped by
58% from Rs.202crs to Rs.319crs and Net Profit by 62% from Rs.127crs
to Rs.206crs. The EPS for the year is Rs.36/- against Rs.26/-. Ramky
Infrastructure Ltd. (consolidated) business represents the consolidation
of the EPC business and the integrated infrastructure development business. For the year (standalone), the Total Income has increased by 47%
while the Gross Profit has jumped by 67% and Net Profit by 53%. The EPS
for the year is Rs.28/- against Rs.21/-. Ramky Infrastructure Ltd.
(standalone) broadly represents the EPC business plus the investment
into 14 BOT or SPV assets of the company. The Order Book of the Company stood at Rs.10,998.84 crore as on 31st March, 2011. Commenting
on the results, Mr. Alla Ayodhya Rami Reddy, Chairman, Ramky Group,
said: Our annual performance reflects all-round growth. Given the convergence of synergies we have shown in the past, we are quite confident of
improving on as we move forward. Our continued stress on quality manpower along with efficient delivery mechanism and increasing order flows
across the sectors will stand us in good stead in the years ahead. The
Company has strong fundamentals. The Paid-up Capital of the Company
is small at Rs.57crs against high Networth of Rs.1,065crs. However, the
Return on Networth is high at 19% for the year on increased Networth of
92%. Technically the scrip is moving around Rs.274/- with a low P/E Ratio
of 8 and high Book Value of Rs.186/-.

Financial Highlights:
Consolidated Results:
The Year ended March 31, 2011
Revenues were Rs 3146.96 crore for the Year ended March
31, 2011; YoY growth was 54.14 %
EBITDA margin was Rs 459.29 crore, reflecting 14.59 % of
revenue.
Net profit after tax and minority interest was Rs 206.09
crore for the Year ended March 31, 2011; YoY growth was
61.80 %
Final dividend of Rs 4.50 per share for fiscal 2010-11.

Business Highlights
Ramky Infra continues to focus on Water and Waste Water
as one of its core areas. However in view of the huge demand
from the Roads Sector, the Company has been equally
focusing on this Sector.
Diversification continues to be one of Ramkys key growth
drivers. The Company has successfully moved into the EPC
of BOP Segment by bagging a Material Handling Project at
Sambalpur in Orissa.
The Company is in the process of venturing into the EPC of
Hydro Power to tap the huge potential in the Power Sector.
Order Book of the Company was at Rs 10,998.84 crore as
on 31st March, 2011 : i.e. Rs.1,930 crores of buildings,
Rs.2,150 crores of water waste and water treatment plant,
Rs.4,200 crores of roads and bridges, Rs.620 crores of
industrial construction, Rs.620 crores of power transmission
line and Rs.1500 crores of irrigation projects. The company
has BOT projects from its own order book of about Rs.4,000
crores, predominantly coming from the two large BOT projects
the Srinagar-Banihal project in Jammu Kashmir, the NarketpallyAddanki project in Andhra Pradesh, and Jorhat-Shillong project
in Meghalaya Assam segment. Apart from these substantially
most of the projects are third party i.e. government related
projects.

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.

(Consolidated)
(Standalone)
(Audited)
31.03.11 31.03.10 % CH
31.03.11 31.03.10
(12 M)
(12 M)
(12 M)
(12 M)
57.20
49.42
15.74
57.20
49.42
1007.46
505.51
99.30
831.81
376.84
1064.66
554.93
91.85
889.01
426.26
19.36
22.95
-15.64
17.70
24.11
186.13
112.29
65.76
155.42
86.25
10.00
10.00
10.00
10.00
3146.96
2041.64
54.14
2730.52
1861.25
348.62
230.07
51.53
266.64
184.15
319.19
201.84
58.14
231.44
138.96
23.16
11.66
98.63
19.27
10.49
296.03
190.18
55.66
212.17
128.47
89.94
62.81
43.19
54.81
25.72
206.09
127.37
61.80
157.36
102.75
36.03
25.77
39.81
27.51
20.79
4.50
4.50
274.45
274.45
7.62
9.98
6.55
6.24
4.97
5.76
5.52
11.08
11.27
-1.69
9.77
9.89

%CH
15.74
120.73
108.56
-26.59
80.20
46.70
44.80
66.55
83.70
65.15
113.10
53.15
32.32

4.35
-1.21

To meet the growing manpower requirements, the Company added 687


employees during FY-11, taking the total number of employees to 2,429
as on 31st March, 2011.
About Ramky Infrastructure
Ramky Infrastructure is an integrated infrastructure, construction and
development management Company with strategic emphasis on the PPP
approach. Ramky is currently executing projects in various verticals viz.
Roads & Bridges, Water and Waste Water, Buildings, Irrigation, Power
Transmission & Distribution, and Industrial Construction with an order
book value of Rs 10,998.84 crore across 22 States and two Union
Territories in India and West Africa making it sectorally and geographically
diversified.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

37

COVER STORY

SUVEN LIFE SCIENCES : ATTRACTIVE VALUATION


S

uven Life Sciences Ltd., a biopharmaceutical company specializing in drug discovery and developmental activities in Central Nervous System
disorders, has reported improved working results for the fourth quarter and
year ended March 31, 2011. For the quarter, the Total Income has increased by
26% from Rs.36crs to Rs.46crs whereas the Operating Profit has jumped by
212% to Rs.3.21crs from Rs.1.03crs and Net Profit by 122% from Rs.1.58crs
to Rs.3.50crs. For the year, the Total Income has increased by 16% while the
Operating Profit has improved marginally and Net Profit by 49%. It has maintained 25% Dividend this year. The Company has strong fundamentals. The
Paid-up Capital of the Company is small at Rs.12crs against high Networth of
Rs.127crs. However, the Return on Networth is high at 8% for the year on
increased Networth. Technically the scrip is moving around Rs.20/- with a P/
E Ratio of 22 and Book Value of Rs.11/-. However, the best of Suven Life
Sciences is yet to come from the investors point of view. Commenting on the
two Product Patents that Suven has secured for its NCEs in the key markets in
the world, Mr. Venkat Jasti, CEO said We are very pleased by the grant of
these patents to Suven for our pipeline of molecules in CNS arena that are
being developed for cognitive disorders which has an estimated $30 billion
market potential globally.
FH (in crs)

MR VENKAT JASTI, CEO


Suven Spends 20.5% of Revenue on R&D
Suvens major thrust on innovative R&D in Drug Discovery
continues with a spending of Rs 767 lacs (16.5% on revenue)
for the quarter ended Mar 2011 and Rs. 3114 lacs (20.53%
on revenue) for the year ended Mar 2011.
Suven secures 2 Product Patents for its NCEs in the
key markets in the world
Suven has announced on 20th June, 2011, the grant of two
product patents, one from Europe (EP 2114878) and one from
New Zealand (567865) corresponding to the New Chemical
Entities (NCEs) for the treatment of disorders associated with
Neurodegenerative diseases and these Patents are valid
through 2027 and 2025.
The granted claims of the patents include the class of selective
5-HT compounds discovered by Suven and are being
developed as therapeutic agents and are useful in the
treatment of cognitive impairment associated with
neurodegenerative disorders like Alzheimers disease,
Attention deficient hyperactivity disorder (ADHD), Huntingtons
disease, Parkinson and Schizophrenia.
With these new patents, Suven has a total of ten granted
patents from Europe and eleven granted patents from New
Zealand. These granted patents are exclusive intellectual
property of Suven and are achieved through the internal
discovery research efforts. Products out of these inventions
may be out-licensed at various phases of clinical development
like at Phase-I or Phase-II.
We are very pleased by the grant of these patents to Suven
for our pipeline of molecules in CNS arena that are being
developed for cognitive disorders which has an estimated

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.

31.03.11
(3M)
11.67
115.06
126.73
2.76
10.86
1.00
45.65
3.21
3.97
1.36
2.61
-0.89
3.50
0.30
19.95
16.63
7.67
7.03

31.03.10 % CH
(3 M)
11.59
0.69
106.47
8.07
118.06
7.34
1.34 105.97
10.19
6.58
1.00
36.18
26.17
1.03
211.65
1.45 173.79
1.32
3.03
0.13 1907.69
-1.45
1.58 121.52
0.14
114.29

4.37
2.85

75.51
146.67

31.03.11
(12 M)
11.67
115.06
126.73
8.21
10.86
1.00
150.43
7.32
8.70
5.45
3.25
-7.15
10.40
0.89
0.25
19.95
22.42
6.91
4.87

31.03.10
(12 M)
11.59
106.47
118.06
5.93
10.19
1.00
129.31
7.27
9.00
5.29
3.71
-3.29
7.00
0.60
0.25

5.41
5.62

%CH
0.69
8.07
7.34
38.45
6.58
16.33
0.69
-3.33
3.02
-12.40
48.57
48.33
-

27.73
-13.35

$30 billion market potential globally says Mr. Venkat Jasti, CEO.
Suven Life Sciences is a biopharmaceutical company focused on
discovering, developing and commercializing novel pharmaceutical
products, which are first in class or best in class CNS therapies through
the use of GPCR targets. The Company has twelve internally-discovered
therapeutic drug candidates currently in pre-clinical stage of development
targeting conditions such as ADHD, dementia, depression, Huntingtons
disease, Parkinsons disease and obesity in addition to developmental
candidate SUVN-502 for Alzheimers disease and Schizophrenia. It is
involved in the business of design, manufacture and supply of Bulk Actives,
Drug Intermediates & Fine Chemicals, catering to the needs of global Life
Science Industry and is committed to provide customers with products
fulfilling customers needs and expectations.
Products:
Advanced Intermediates
Intermediates
Active Pharmaceutical Ingredients (APIs)
J
Stock Chemicals for disposal
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

38

BANKING

CANARA BANK : GROWTH WITH HEALTHY ASSET QUALITY

Canara Bank has impressive growth rate with healthy asset quality. The current year 2011-12 may be historic one
as its Networth may cross Rs.20,000 crore mark -if the same trend continues. For the fourth quarter, the Total Income has
increased by 33% from Rs.5,507crs to Rs.7,351crs whereas the Operating Profit has improved to Rs.1,695crs from
Rs.1,430crs and Net Profit has jumped by 79% from Rs.503crs to Rs.899crs. The EPS for the quarter is Rs.20/-. For the year,
the Total Income has increased by 19% whereas the Operating Profit has increased by 21% and Net Profit by 33%. The EPS
for the year is Rs.91/- against Rs.74/-. It is a high Dividend paymaster. It has announced 110% Dividend against 100% last
year. The Total business of the Bank rose to a level of Rs.5,06,440crs as at March 2011, recording a y-o-y growth of 25.4%.
While total deposits grew by 25.3% to reach Rs.2,93,973crs, advances (net) recorded an equally good growth of 25.5% to
touch a level of Rs.2,12,467crs. The Bank has strong fundamentals. The Paid-up Capital of the Bank is small at Rs.443crs
against high Networth of Rs.17,941crs. The Return on Networth is high at 22% for the year on increased Networth of 43%.
Technically, the scrip is moving around Rs.514/- with a low P/E Ratio of 6 and high Book Value of Rs.405/-.
(Audited)

Net Profit for Q4 Zooms to Rs.899 crore, up by 78.7%


Surpassed the landmark Rs.5 lakh crore in Business
Major Highlights Q4FY11
Net Profit at Rs.899 crore, up by 78.7%
Total business at Rs.506440 crore, up by 25.4%
Net Interest Income at Rs.1973 crore, up by 23.5%
Net Interest Margin (NIM) expanded to 3.12%, up by 32 bps
Return on Assets at 1.27%
Healthy Capital Adequacy ratio at 15.38%, Tier I ratio at
10.87%
Successfully raised Rs.1993.2 crore through QIP
Gross NPA ratio at 1.45% and Net NPA ratio at 1.11%
Record Cash Recovery of over Rs.2000 crore
Provision Coverage Ratio at 72.99%
Raised $350 million through MTN for overseas business
funding
Net Profit of the Bank for Q4 FY11 zooms to Rs.899 crore,
recording a robust 78.7% growth over Net Profit of Rs.503
crore for the Q4FY10.
Operating Profit rose to Rs.1695 crore compared to Rs.1430
crore a year ago.

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.
% GNPAs
% NNPAs

31.03.11
(3M)
443.00
17498.46
17941.46
5.01
405.00
10.00
7350.59
1694.87
545.97
1148.90
250.00
898.90
20.29

31.03.10
(3 M)
410.00
12129.10
12539.10
4.01
305.83
10.00
5506.72
1430.47
727.37
703.10
200.00
503.10
12.27

514.05
6.33
12.23
23.06
1.45
1.11

9.14
25.98
1.52
1.06

% CH
8.05
44.27
43.08
24.94
32.43
33.48
18.48
-24.94
63.40
25.00
78.67
65.36

33.81
-11.24
-

31.03.11
(12 M)
443.00
17498.46
17941.46
22.44
405.00
10.00
25767.05
6107.00
1081.11
5025.89
1000.00
4025.89
90.88
11.00
514.05
5.66
15.62
23.70
1.45
1.11

31.03.10
(12 M)
410.00
12129.10
12539.10
24.10
305.83
10.00
21609.86
5060.81
1239.38
3821.43
800.00
3021.43
73.69
10.00

%CH
8.05
44.27
43.08
-6.89
32.43
19.24
20.67
-12.77
31.52
25.00
33.24
23.33
-

13.98
23.42
1.52
1.06

11.73
1.20
-

The Provision Coverage Ratio stood at 72.99% as at March 2011 which


is well above the RBI stipulated 70%.
A dividend of 110% announced compared to a dividend of 100% for
FY10.
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

39

BANKING

Return on Average Assets (RoAA) for Q4FY11 improved to 1.27%


compared to 0.87% a year ago.
While Earnings Per Share (EPS) improved to Rs.20.29 from Rs.12.27
a year ago, Book Value rose to Rs.405 compared to Rs.306 as at
March 2010.
Income and Expenses
The Banks total income for Q4 FY11 grew by a healthy 33.5% to
reach Rs.7351 crore, including Rs.4823 crore income from loans/
advances.
Non-interest income of the Bank rose to Rs.933 crore, with growth
of 31.4%.
While growth in total expenses was 38.8%, operating expenses
rose by 38%, mainly due to provisions on gratuity and pension of
Rs.370 crore.
Net interest income improved to Rs.1973 crore, with a growth of
23.5% compared to Rs.1598 crore in the same quarter a year ago.
Net Interest Margin (NIM) for FY11 increased by 32bps to 3.12%
from 2.80% as at March 2010.
FY11 Performance
Net profit for FY11 rose to Rs.4026 crore, with y.o.y growth of
33.2%, compared to Rs.3021 crore in FY10.
Operating profit for the FY11 grew by 20.7% to Rs.6107 crore
compared to Rs.5061 crore last year.
Total income for FY11 increased to Rs.25767 crore, with y.o.y
growth of 19.2%, supported by a 22.3% growth in interest income
from loans/advances.
Net interest income for FY11 rose to Rs.7823 crore from Rs.5681
crore a year ago, recording good robust growth of 37.7%.
Capital Adequacy
Capital Adequacy Ratio improved to 15.38% compared to 13.43%
as at March 2010. Tier I capital ratio rose to 10.87% as against
8.54% as at March 2010.
The Bank, during FY11, raised Rs.750 crore under Innovative
Perpetual Debt Instrument and Rs.1000 crore under Upper Tier II
bonds.
Bank raised equity capital of Rs.1993 crore through QIP issue.
Total paid-up capital of the Bank increased to Rs.443 crore from
Rs.410 crore last year.
Post QIP, Govt. Shareholding in the Bank has come down from
73.17% in FY10 to 67.72% in FY11.
The Bank has still adequate headroom available under both Tier-I
and Tier-II options to raise capital to support business growth
momentum.
Robust Business Growth and Improved Productivity
Total business of the Bank rose to a level of Rs.506440 crore as at
March 2011, recording a y-o-y growth of 25.4%.
While total deposits grew by 25.3% to reach Rs.293973 crore,
advances (net) recorded an equally good growth of 25.5% to touch
a level of Rs.212467 crore. Credit to deposit ratio stood at 72.3%.
The Banks overseas business constituted 3.83% of the total
business with Rs.8840 crore under deposits and Rs.10570 crore
under advances.
The Banks CASA deposits grew by 22% to reach Rs.83117 crore
as at March 2011.

Savings deposits rose by 17.5% y.o.y. Share of CASA deposit


improved to 30.30% compared to 29.85% a year ago.
The Bank added over 20 lakhs SB clientele during FY11.
During FY11, the Bank had launched a nationwide Savings
Mahotsav campaign to mobilize SB deposits.
During the campaign period, the Bank has brought in over 16 lakhs
fresh SB clientele.
Robust growth in business has improved the Business per
Employee to Rs.12.28 crore and Business per Branch increased to
Rs.155.49 crore as at March 2011.
The Banks clientele base increased to 3.87 crore, comprising
3.42 crore under deposit accounts and 0.45 crore under borrowal
accounts.
Asset Quality
The Banks gross NPA ratio improved to 1.45% (Rs.3089 crore)
compared to the gross NPA ratio of 1.52% (Rs.2590 crore).
Net NPA ratio stood at 1.11% (Rs.2347 crore) as at March 2011 as
against net NPA ratio of 1.06% (Rs.1800 crore) as at March 2010.
Cash recovery during FY11 aggregated to a record of Rs.2032
crore, higher than Rs.1575 crore in the same period a year ago.
The Bank has restructured 857 accounts worth Rs.603 crore
during FY11.
System driven NPA classification for accounts above Rs.10 lakhs
has been implemented.
Diversified Credit Portfolio
The Banks credit growth at over 25% during the period was
higher than the industrys growth and was broadbased across
major segments, such as, Retail, Priority, MSMEs, industrial and
infrastructure.
The Banks retail lending portfolio recorded a robust 32.1% growth
to reach Rs.31572 crore.
Outstanding housing loan portfolio at Rs.15219 crore, constituted
48% of the total retail lending portfolio.
The Banks credit to Micro, Small and Medium Enterprises (MSME)
recorded a good growth of 21.3% to reach Rs.37684 crore
compared to a level of Rs. 31074 crore as at March 2010.
Outstanding advances to the priority segments grew by 19.3% to
reach Rs.70757 crore, accounting for 44.08% of the adjusted net
bank credit.
Credit to agriculture touched Rs.29656 crore, signifying over 18%
growth and accounting for 18.48% of the adjusted net bank credit
against 18% norm. Agriculture portfolio covers 31.18 lakh farmers.
Continuing its lead among nationalized banks, the Banks education
loan portfolio rose by 21% to Rs.3503 crore with a coverage of
1.93 lakh students.
Financial Inclusion
Continuing with its commitment to greater financial inclusion in the
country, Bank has opened 6.02 lakhs No-frill Accounts during FY11,
taking the total tally of No-frill accounts to 27.84 lakhs since inception.
19 Micro-Finance Branches have been opened to help urban poor.
To spread financial literacy, 10 Financial Literacy and Credit
Counselling Centres (FLCCs) are functioning in 4 States- Karnataka,
Kerala, Tamil Nadu and Bihar.

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

40

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

IRB Infra Develop. 31.03.10


Ispat Industries(15) 30.06.10
ISMT
31.03.10
ITC
31.03.10
IVRCL Infrastruc. 31.03.10
J & K Bank
31.03.11
Jagran Prakashan 31.03.10
Jaihind Projects
31.03.10
Jain Irrigation Sys. 31.03.10
Jaiprakash Associa. 31.03.10
Jaipra. Power Vent. 31.03.10
Jamna Auto Inds. 31.03.11
Jayant Agro-Org.
31.03.10
Jaypee Infratech
31.03.10
Jay Shree Tea & Ind 31.03.11
JBM Auto
31.03.10
Jet Airways
31.03.10
Jeypore Sugar Co. 31.03.10
JHS Svendgaard La 31.03.10
Jindal Cotex
31.03.10
Jindal Drill & Ind. 31.03.10
Jindal Poly Films 31.03.11
Jindal Saw (15)
31.03.10
Jindal Southwest 31.03.10
Jindal Steel & Pow. 31.03.11
JK Agri Genetics 30.09.10
JK Cement
31.03.10
JK Lakshmi Cement 31.03.10
JK Paper
31.03.11
JK Tyre & Ind.
31.03.10
JMC Projects
31.03.10
Jocil
31.03.10
JRG Securities
31.03.10
JSL Stainless
31.03.10
JSW Energy
31.03.11
JSW Steel
31.03.10
Jubilant Foodwork 31.03.10
Jubilant Life Scien. 31.03.10
Jumbo Bag
31.03.10
Jupiter Bioscience 31.03.10
JVL Agro Industries 31.03.11
K Sera Sera Prod. 31.03.10
Kajaria Ceramics 31.03.11
Kakatiya Cement 31.03.11
Kakatiya Textiles 31.03.10
Kalindee Rail Nir. 31.03.10
Kallam Spinning 31.03.10
Kalpataru Power 31.03.10
Kalpena Ind.
31.03.10
Kalyani Steels
31.03.10
Kamdhenu Ispat
31.03.10
Kandagiri Spinning 31.03.10
Kanoria Chemicals 31.03.10
Kanpur Plastipack 31.03.10
Kar Mobiles
31.03.10
Karnataka Bank
31.03.10
Karur Vysya Bank 31.03.10
Karuturi Global
31.03.10
Kaveri Seed Co.
31.03.10
Kavveri Telecom 31.03.10
K.C.P.
31.03.10
K.C.P. Sugar
31.03.10
KEC Intenational 31.03.11
KEI Industries
31.03.10

332.36
1221.71
73.25
381.82
53.40
48.49
60.23
7.26
76.03
424.93
2095.68
39.29
7.50
1226.00
11.17
10.20
86.33
4.53
14.45
25.00
11.47
46.04
54.72
11.10
93.43
3.51
69.93
61.19
78.15
41.06
21.77
4.44
23.31
37.12
1640.05
187.05
63.62
15.88
7.97
16.13
12.84
205.95
14.72
7.77
5.78
12.25
6.85
26.50
11.55
21.83
19.01
3.86
28.15
5.31
2.24
133.99
54.44
48.93
13.70
10.06
12.89
11.34
51.42
12.79

61.38
14.14
39.55
36.69
69.30
717.40
20.34
108.37
35.27
38.58
16.12
63.38
16.25
136.72
92.56
95.80
164.43
51.17
47.87
153.07
129.25
560.22
151.44
159.86
155.66
80.89
74.86
142.74
115.18
236.10
38.28
103.10
34.61
476.72
18.27
138.62
200.89
17.94
23.29
30.24
175.61
38.95
74.54
94.81
63.41
37.18
122.28
43.53
33.94
106.88
136.78
297.57
20.26
75.63
18.67
15.04
36.82
34.05

1704.85
10576.52
1193.27
18382.24
5492.28
4077.89
941.89
409.28
2736.77
10316.04
717.79
903.26
904.55
640.66
454.92
414.69
10469.64
239.46
68.55
146.33
1195.37
2669.27
6786.73
7.03
13111.60
123.01
1846.65
1490.90
1233.29
3691.64
1319.94
301.66
58.03
5766.01
4294.37
19073.77
424.17
3798.67
62.56
184.00
2175.35
232.46
953.42
100.88
19.61
162.32
83.06
2597.37
724.41
1044.04
368.92
106.39
430.52
102.77
83.39
2354.68
2004.92
533.81
164.03
203.70
382.70
301.55
4474.16
910.42

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

598.57
437.49
147.67
6624.02
383.12
1149.49
309.97
43.71
461.75
3049.67
398.50
77.96
27.81
603.54
68.68
36.08
494.41
38.56
13.05
11.01
140.21
949.14
1099.18
5.82
6139.02
12.98
396.77
410.90
220.07
331.63
88.03
37.18
16.59
910.27
1264.82
3498.66
57.40
642.57
2.95
72.49
72.48
68.67
118.68
11.25
0.89
9.92
12.77
265.84
44.93
81.24
5.67
12.28
78.75
5.52
6.42
260.84
463.22
198.37
35.34
46.59
101.03
44.94
357.54
31.94

416.66
-336.46
91.23
6015.31
328.84
934.39
259.22
38.79
393.16
2593.61
303.40
54.97
23.11
587.35
59.76
15.13
-467.55
27.47
8.90
7.93
128.11
860.98
967.91
5.79
4988.02
10.99
311.26
330.87
148.45
245.68
53.21
32.07
9.17
570.38
998.02
2200.00
33.05
517.89
1.11
37.28
63.07
67.64
89.18
3.82
0.10
8.55
7.90
227.60
39.26
50.10
2.42
4.49
38.79
3.97
4.44
189.76
425.87
142.75
31.19
44.21
90.46
34.31
316.73
17.26

385.41
-322.34
74.61
4061.00
211.31
615.20
175.90
24.66
271.25
1708.36
251.55
37.64
12.47
487.49
53.36
8.12
-467.64
19.26
8.07
7.37
84.14
590.63
711.72
4.38
3753.88
10.64
226.00
241.13
106.42
163.47
39.70
21.37
4.63
378.48
841.82
1597.55
32.97
421.46
0.59
33.14
54.27
74.52
60.66
3.88
3.33
5.48
6.06
170.46
29.91
43.33
1.94
3.34
27.97
2.54
2.93
167.12
336.03
143.38
29.07
31.15
60.02
23.74
205.65
14.23

11.60
5.09
10.64
7.91
126.87
5.84
33.97
7.14
8.04
1.20
9.58
8.31
3.98
23.89
7.96
42.52
5.58
2.95
36.68
128.29
26.01
3.95
40.18
30.31
32.32
19.70
13.62
39.81
18.24
48.13
1.99
20.39
5.13
85.41
5.18
26.54
0.74
20.55
4.23
3.62
8.24
4.99
5.76
4.47
8.85
12.86
25.90
9.92
1.02
8.65
4.97
4.78
13.08
12.47
61.72
2.93
21.22
30.96
4.66
2.09
8.00
2.23

15
1000
40
260
175

25

150
50
35
20
100

95

14
75

40
120
20
20
100
60

166 14.31 9 1012 1671.14 603.45 436.80 349.62


21
- 3 1009 2184.58 -341.09 -495.50 -331.62
40 7.86 9 1012 1142.88 140.96 82.71 57.10 5.00
194 18.23 9 1012 15508.3 5923.2 5431.4 3706.1 1.00
71 8.98 9 1012 3599.24 191.65 137.61 93.65 2.00
850 6.70 3 1103 1132.88 295.93 220.33 138.56
121 20.72 9 1012 832.70 283.72 243.34 163.75 2.00
121 3.56
147 20.59 9 1012 2102.8 330.06 268.43 185.75 2.00
82 10.20 9 1012 9234.3 1823.9 1366.6 864.16 2.00
48 40.00 9 1012 671.73 266.61 195.11 148.20
126 13.15 3 1103 268.44 20.05 14.37 12.48
83 9.99 9 1012 837.00 33.24 29.16 20.32 5.00
51 12.81 9 1012 2063.8 1486.4 1480.0 1185.0
166 6.95 3 1103 102.81 -13.48 -16.03 -22.43 5.00
73 9.17 9 0912 171.83 16.03 11.11 7.26
442
- 9 1012 9528.6 924.70 233.84 134.15
118 2.78 3 1003 33.30 13.45 9.36 1.16
60 10.75 9 1012 96.54 16.40 11.31 10.56
107 36.27 9 1012 182.03 14.04 8.54 7.01
450 12.27 9 1012 791.34 118.59 110.26 73.64 5.00
335 2.61 3 1103 697.27 187.24 164.74 106.31
160 6.15 6 1009 1941.5 401.96 334.26 249.10 2.00
993 251.39 9 1012 22.21 20.96 20.95 18.84
634 15.78 3 1103 3854.5 1698.1 1363.6 1001.7 1.00
384 12.67
106 3.28 9 1012 1439.17 97.40 15.71 10.49
45 2.28 9 1012 905.08 90.19 28.67 27.17 5.00
47 3.45 3 1103 315.04 49.89 32.08 23.12
99 2.49 9 1012 3484.9 144.40 76.43 48.86
148 8.11 9 1012 894.32 58.62 29.65 20.73
266 5.53 9 1012 279.21 29.69 24.56 16.34
23 11.56 9 1012 45.37 10.84 5.64 0.41
104 5.10 9 1012 5097.7 634.78 367.50 252.69 2.00
70 13.65 9 1012 2855.1 934.63 758.36 636.03
872 10.21 6 1009 10830.2 1733.2 992.87 668.63
794 153.28 9 1012 484.64 87.78 66.75 52.67
165 6.22 9 1012 2547.86 331.33 184.37 168.00 1.00
20 27.03 3 1006 16.79 0.55 0.10 0.06
22 1.07 9 1012 174.00 64.27 35.90 29.80
23 5.44 3 1103 603.48 20.89 18.14 15.94 1.00
11 3.04 6 1009 178.43 68.68 67.45 67.43
91 11.04 3 1103 281.86 36.00 28.85 18.43 2.00
71 14.23 3 1103 39.56 12.05 10.17 10.23
11 1.91 6 1009 11.24 1.51 1.10 0.89
107 23.94 6 1009 109.06 7.54 6.77 4.47
44 4.97 9 1012 94.07 22.53 18.19 12.37
126 9.80 9 1012 1962.29 211.78 177.57 129.01 2.00
78 3.01 9 1012 580.91 30.93 26.23 21.00
77 7.76 9 1012 913.64 81.26 59.26 44.98 5.00
18 17.65 9 1012 285.55 5.52 2.95 2.18
96 11.10 9 1012 111.17 18.78 12.94 8.44
50 10.06 9 1012 343.33 49.88 19.84 15.53 5.00
28 5.86 9 1012 86.15 5.60 4.04 3.90
165 12.61 9 1012 68.90 5.08 3.55 2.36
125 10.02 9 1012 1917.19 263.95 138.32 113.79
405 6.56 9 1012 1786.7 454.69 418.16 300.30
13 4.44 9 1012 450.14 170.58 125.20 124.86 1.00
387 18.24 9 1012 216.72 46.74 39.25 37.48
156 5.04 9 1012 183.30 41.20 38.00 26.37
26 5.58 9 1012 230.71 38.63 30.07 19.89 1.00
15 7.18 9 1012 131.73 4.31 0.96 3.31 1.00
79 9.88 3 1103 1557.36 131.57 119.70 78.58 2.00
22 9.87 9 1012 799.79 23.03 10.93 8.75 2.00
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

41

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Kernex Microsyst. 31.03.11


Kesoram Industries 31.03.10
Kewal Kiran Cloth. 31.03.10
K G Denim
31.03.10
Khaitan Chemicals 31.03.10
Khaitan Electricals 31.03.10
KIC Metaliks
31.03.10
Kitex Garments
31.03.10
Kilburn Chemicals 31.03.10
Kilburn Engg.
31.03.10
Kirloskar Brothers 31.03.11
Kirloskar Broth. Inv.31.03.10
Kirloskar Electric 31.03.10
Kirloskar Industries 31.03.10
Kirloskar Oil Eng. 31.03.10
Kirloskar Pneumatic31.03.10
KLRF
31.03.10
KNR Constructions 31.03.10
Kohinoor Foods
31.03.10
Kotak Mah. Bank 31.03.11
Kothari Petrochem. 31.03.10
Kothari Products 31.03.10
Koutons Retail
31.03.10
KPR Mill
31.03.10
KRBL
31.03.10
Krypton Industries 31.03.10
K.S. Oils
31.03.10
KSE
31.03.10
KSK Energy Ventur 31.03.11
La Opala RG
31.03.10
Lakshmi Elec. Con. 31.03.10
Lakshmi Energy
30.09.10
Lakshmi Finance 31.03.10
Lakshmi Mach. Wo. 31.03.11
Lakshmi Mill Co. 31.03.10
Lakshmi Vilas Bank 31.03.11
Lanco Industries
31.03.10
Lanco Infratech
31.03.10
Larsen & Toubro
31.03.10
L&T Finance
31.03.11
L&T Infra. Finance 31.03.11
L G Balakrishnan 31.03.11
LGS Global
31.03.11
LIC Housing Fin. 31.03.11
Linc Pen & Plastics 31.03.10
L N Polyesters(18) 30.09.10
Lokesh Machines 31.03.11
Loyal Textile Mills 31.03.10
Lumax Auto Tech 31.03.10
Lumax Industries 31.03.10
Lupin
31.03.10
Mac Charles
31.03.11
Machino Plastics 31.03.10
Madhucon Projects 31.03.11
Madras Cements
31.03.10
Madras Fertilisers 31.03.11
Magma Fincorp
31.03.11
Magna Electro Cast. 31.03.10
Maha. Scooters
31.03.10
Maharashtra Seam. 31.03.11
Mahaveer Infoway 31.03.10
M & M Finan. Ser. 31.03.11
Mahindra Holidays 31.03.11
Mahindra Satyam 31.03.10

12.50
45.74
12.33
25.67
9.70
11.50
5.60
4.75
7.43
13.26
15.87
5.29
50.52
9.71
29.13
12.84
5.02
28.12
28.19
368.44
59.19
6.63
30.55
37.68
24.35
4.30
40.90
3.20
372.63
10.60
2.46
12.64
3.00
11.27
6.96
97.53
39.76
238.55
120.44
230.92
702.15
7.85
25.42
94.93
12.79
14.70
11.78
4.70
11.63
9.35
88.94
6.55
6.14
7.38
23.80
161.10
25.95
4.58
11.43
35.27
5.51
102.45
83.61
235.20

102.58
336.00
142.08
16.63
96.24
99.77
33.16
11.62
48.63
77.40
106.21
159.72
34.64
492.95
46.72
124.41
36.71
109.18
73.53
148.78
832.90
165.21
142.30
21.98
31.14
33.75
101.78
76.18
35.77
219.80
115.83
88.00
717.67
330.03
83.23
44.49
14.02
303.28
75.02
18.35
248.94
87.83
32.57
14.55
72.41
177.04
70.17
144.63
57.74
64.02
65.47
10.77
44.10
49.41
175.46
10.56
248.21
59.81
15.99

42.85
5104.01
176.05
269.54
202.17
373.35
417.25
267.56
104.76
88.47
2656.77
23.10
840.73
4.66
2260.94
453.28
154.83
708.70
774.85
10963.74
113.33
348.72
1206.05
834.01
1579.01
31.34
4088.33
372.06
1143.55
77.94
98.75
1165.40
11.20
1837.11
134.14
1201.85
691.30
8158.02
37034.80
1397.53
703.97
709.52
485.70
4680.09
225.45
40.55
146.43
462.49
415.97
639.40
4870.79
71.36
123.44
1704.56
2813.80
1622.83
872.34
42.04
4.42
1783.33
20.38
2043.52
536.30
5481.00

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

8.36
648.29
54.58
14.00
7.25
7.27
13.06
34.34
11.30
6.90
205.49
22.89
63.18
45.22
347.45
75.58
6.05
109.68
50.00
2395.00
7.39
82.79
140.95
139.84
175.76
2.23
319.66
16.50
315.12
8.76
14.42
134.22
6.72
331.62
5.64
273.86
105.93
1280.03
6295.27
403.29
299.76
72.75
67.32
1300.40
14.62
-0.50
18.66
47.85
34.71
40.43
959.60
34.84
22.85
128.49
726.42
86.38
210.06
9.68
7.44
513.93
0.26
763.86
168.96
112.70

7.31
475.49
48.74
1.10
0.22
5.62
9.39
27.79
6.69
5.64
159.74
22.89
47.39
42.17
263.46
68.23
0.65
83.50
39.78
2247.40
6.12
81.58
124.52
69.34
149.98
1.12
266.74
12.66
192.74
4.48
11.40
97.48
6.66
226.60
-0.85
124.14
87.98
932.15
5880.67
349.85
293.98
47.30
61.49
1294.16
11.55
-3.98
11.03
2.99
28.71
6.38
835.69
30.86
10.85
81.02
530.33
45.17
182.21
5.54
6.40
495.39
0.20
747.71
146.83
-101.70

4.89
237.34
32.51
0.17
0.84
3.59
9.07
18.50
3.42
4.31
97.78
22.89
37.59
38.69
164.02
47.90
0.52
50.28
8.22
1566.74
3.75
66.84
80.24
50.44
124.55
0.68
224.41
8.27
181.75
2.77
7.26
84.31
6.04
153.42
1.44
101.14
57.94
458.55
4375.52
230.44
200.83
45.81
51.97
974.49
8.40
16.86
7.17
1.96
22.93
5.93
681.63
23.90
7.13
50.98
353.68
169.86
120.14
3.30
8.41
346.84
0.14
492.77
100.34
-124.60

3.91
51.89
26.37
0.07
0.87
3.12
16.20
3.89
4.60
3.25
12.32
43.27
7.44
39.85
11.26
37.31
1.04
17.88
2.92
21.26
0.63
100.81
26.27
13.39
5.11
1.58
5.49
25.84
4.88
2.61
29.51
13.34
20.13
136.13
20.69
10.37
14.57
1.92
72.66
9.98
2.86
58.36
20.44
20.53
6.57
11.47
6.09
4.17
19.72
6.34
15.33
36.49
11.61
6.91
14.86
10.49
9.26
7.21
7.36
49.17
0.25
48.10
12.00
-

60

15

300
25
15
625

175

200

100
40

96 24.55 3 1103 17.69 3.69 3.41 2.25


184 3.55 9 1012 4265.4 194.86 -4.92 -12.23
629 23.85 9 1012 181.53 56.68 52.58 35.15
13 185.71 9 1012 253.46 16.72 6.58 4.66
133 152.87 9 1012 318.27 47.66 42.60 28.63
114 36.54 6 1009 177.74 3.09 2.12 1.45
287 17.72 9 1012 214.37 22.14 19.35 15.77
40 10.28 9 1012 170.12 22.21 17.16 11.33 1.00
50 10.87 9 1012 82.66 9.44 5.71 6.53
70 21.54 3 1003 36.87 2.84 2.44 1.90
148 12.01 3 1103 722.31 50.92 42.99 20.53 2.00
550 12.71 9 1012 29.44 28.87 28.85 28.26
43 5.78 6 1009 389.91 15.88 7.58 6.02
289 7.25 9 1012
3.69 58.46 56.18 52.52
125 11.10 9 1012 1801.3 241.18 177.56 126.10 2.00
409 10.96 9 1012 304.47 36.28 29.78 20.43
29 27.88 9 1012 147.54 8.75 4.95 3.18
124 6.94 9 1012 558.54 82.86 53.85 34.91
51 17.47 6 1009 406.67 32.37 26.95 5.60
440 20.70 3 1103 3027.79 704.56 713.13 491.38 5.00
8 12.70 9 1012 109.53 7.78 6.72 6.06
435 4.32 9 1012 467.37 39.47 38.52 29.77
30 1.14 9 1012 434.66 -41.19 -51.56 -305.45
129 9.63 9 1012 807.18 185.78 130.95 94.23
27 5.28 3 1003 442.19 47.74 40.21 34.47 1.00
16 10.13 6 1009 20.15 1.27 0.76 0.57
24 4.37 9 1012 3408.6 254.24 207.50 155.11 1.00
201 7.78 9 1012 330.42 3.73 0.33 0.27
116 23.77 3 1103 349.03 37.10 0.79 37.66
84 32.18 9 1012 74.31 13.61 10.23 6.84
257 8.71 9 1012 107.89 15.94 12.02 7.80
42 3.15 6 1103 460.26 46.47 27.25 26.51 2.00
- 9 1012
3.99 3.77 3.72 3.39
2142 15.73 3 1103 538.97 87.77 59.39 44.20
1788 86.42 9 1012 125.54 8.81 3.97 3.32 100.0
119 11.48 3 1103 343.33 89.10 32.38 27.38
38 2.61 9 1012 498.10 58.58 44.65 31.26
30 15.63 9 1012 5784.6 1181.6 932.78 429.16 1.00
1678 23.09 9 1012 28617.5 3630.9 3267.4 2271.7 2.00
- 6 1103 758.51 191.27 163.68 107.51
- 6 1009 309.08 142.29 144.13 97.96
272 4.66 3 1103 187.41 16.73 9.96 15.31
47 2.30 3 1103 125.62 19.00 17.55 13.60
226 11.01 3 1103 1354.29 431.16 429.51 314.77 2.00
77 11.72 6 1009 120.06 7.49 5.78 4.39
29 2.53 6 1103 74.41 4.46 3.31 2.30
44 7.22 3 1103 45.21 6.24 4.08 2.51
279 66.91 9 1012 696.30 66.51 32.60 20.73
170 8.62 9 1012 448.82 45.18 39.92 28.78
342 53.94 9 1012 603.25 41.25 20.68 15.33
448 29.22 9 1012 4278.45 861.26 736.37 635.35 2.00
241 6.60 3 1103 33.36 19.84 18.85 15.91
58 5.00 3 1003 37.05 6.95 4.31 0.99
85 12.30 3 1103 593.39 41.49 29.66 19.29 1.00
87 5.85 9 1012 1933.40 364.21 201.41 147.20 1.00
27 2.57 3 1103 580.27 33.79 26.02 103.20
72 7.78 3 1103 269.38 72.60 65.98 44.39 2.00
58 8.04 9 1012 47.94 8.53 4.99 3.59
365 49.59 9 1012
4.58 22.82 22.06 22.06
371 7.55 3 1103 550.50 153.85 148.32 90.61 5.00
36 144.00 6 1009 15.04 0.46 0.44 0.44
611 12.70 3 1103 613.44 262.86 257.13 165.53
360 30.00 3 1103 165.78 63.61 58.01 40.18
85
- 9 1012 3769.7 391.70 251.30 179.70 2.00
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

42

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Maithan Alloys
31.03.10
9.71 120.70
Majestic Auto
31.03.10 10.40 51.16
Man Infraconstruct. 31.03.10 49.50 94.12
Manaksia
31.03.10 13.91 134.45
Mangalam Cement 31.03.10 26.69 143.00
Mangalam Timber 31.03.11 18.33 10.44
Mangalore Chem. F 31.03.10 118.55 28.79
Mangalore Refinery 31.03.11 1752.60 37.20
Manjeera Const.
31.03.10 12.51 42.69
Manjushree Techno 31.03.10 13.55 50.52
Mannapuram Gen F 31.03.10 34.04 35.87
Marico
31.03.10 60.93 10.73
Maruti Suzuki India 31.03.11 144.46 495.25
Mayur Uniquoters 31.03.10
5.41 77.73
MBL Infrastructures 31.03.10 17.51 127.97
Mcleod Russel
31.03.10 54.73 72.05
Megasoft
31.12.10 44.27 46.81
Mercator Lines
31.03.10 23.60 91.02
MIC Electronics
30.06.10 20.50 37.14
Microsec Financial 31.03.10 19.31 47.90
Midfield Industries 31.03.11 12.82
Mindtree
31.03.11 40.00 194.05
Mirza International 31.03.10 18.54 15.58
MIRC Electronics 31.03.10 14.17 18.04
MM Forgings
31.03.11 12.07 113.85
MMTC
31.03.10 50.00 257.43
MOIL
31.03.10 168.00 99.84
Mold-Tek Packaging 31.03.10
8.00 32.29
Monnet Ispat
31.03.10 52.26 314.57
Moser-Baer India 31.03.10 168.31
Mphasis
31.10.10 209.93 157.13
MRF
30.09.10
4.24 3987.5
Mro-Tek
31.03.10
9.34 47.99
MSP Steel & Power 31.03.10 58.10 34.65
MTNL
31.03.10 630.00 187.32
Mukand
31.03.10 73.13 69.28
Mysore Paper Mills 31.03.10 118.89 10.00
Nagarjuna Agrichem 31.03.10 14.90 135.70
Nagarjuna Agritech 31.03.11 14.90
Nagarjuna Fertilizer 31.03.11 428.18 23.83
Nahar Capital
31.03.10
8.37 253.09
Nahar Industrial Ent 31.03.10 40.03 148.32
Nahar Spng. Mills 31.03.10 18.03 153.80
Nandan Exim
31.03.10 45.55 2.81
Natco Pharma
31.03.10 28.15 107.33
National Aluminium 31.03.10 644.31 161.34
National Fertilizers 31.03.10 490.58 32.25
National Peroxide 31.03.10
5.75 136.78
Nava Bharat Vent. 31.03.10 15.25 209.34
NCC
31.03.11 51.32 97.18
NCL Industries
31.03.10 34.94 39.48
NDTV
31.03.10 25.78 65.10
Nectar Lifesciences 31.03.10 22.43 27.69
Neha Internation(15) 30.06.10 14.56 39.49
Nelcast
31.03.11 17.40 123.39
Nestle India
31.12.10 96.42 88.72
Net 4 India
31.03.10 18.45 45.31
Neuland Laborator. 31.03.11
5.47 122.23
Neyveli Lignite Co. 31.03.10 1677.71 61.53
NHPC
31.03.10 12300.7 18.92
NIIT
31.03.10 33.02 23.86
NIIT Technologies 31.03.10 58.79 80.79
Nile
31.03.11
3.00 106.80
Nippo Batteries Co. 31.03.10
3.75 360.37

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

477.99
55.93 43.95 30.24 31.14
128.14
29.58 22.72 20.45 19.66
548.21 160.18 141.09 88.17 17.81
1297.86 199.13 142.38 131.53 18.91
622.35 209.49 184.13 118.81 44.51
51.10
-4.03
-5.56 -3.68
2081.73 102.90 84.53 56.49 4.77
43800.24 2128.91 1737.49 1176.63 6.71 12
60.46
13.36 12.33
9.95 7.95 12
149.03
25.61 15.58 10.57 7.80 10
476.96 187.57 181.83 119.72 7.03
2660.76 357.93 297.87 231.67 3.80
37578.48 4241.48 3210.20 2382.37 82.46
164.73
27.42 25.24 16.22 29.98
637.00
61.77 55.11 36.99 21.13
1107.17 338.05 310.93 240.33 21.96
167.91
35.78 21.44 21.71 4.90
1825.72 450.16 109.25 53.24 2.26 20
278.53
68.66 64.99 55.22 5.39
58.22
33.64 30.52 24.35 12.61
132.19
20.40 18.82 12.61 9.84
1509.00 201.60 130.40 101.60 25.40
380.03
39.01 27.61 18.78 2.03
1501.98
42.42 22.65 18.37 1.30
272.46
48.06 28.25 29.73 24.63 30
45263.91 346.40 333.07 216.24 43.25 90
969.39 732.09 706.79 466.35 27.76
121.17
14.95 11.20
7.36 9.20 30
1480.70 402.97 331.30 269.10 51.49
2732.29 163.74 -400.80 -393.94
5036.52 1373.69 1209.91 1090.75 51.96
7463.74 795.41 534.66 353.98 834.86
79.56
1.16
-1.61 -1.64
394.98
50.80 38.23 32.05 5.52
3781.00 -1659.42 -3418.91 -2610.97
1989.43 125.23 62.00 61.99 8.48
345.06
-12.98 -22.97 -22.97
650.31 111.77 91.27 59.76 40.11
570.08
29.50
6.45
3.08 2.07
3090.75 293.03 198.05 117.35 2.74 10
4.20
23.01 23.00 19.71 11.77
1017.46 101.83 29.52 19.47 4.86
1118.53 150.47 80.61 53.49 14.83
376.07
40.92 18.32 11.58 0.25
474.87
75.34 62.28 48.62 17.27
5173.58 1474.26 1154.86 814.22 12.64
5129.74 353.70 259.95 171.51 3.50
122.45
32.37 24.06 16.20 28.17
1179.42 554.21 509.83 498.68 65.40 450
6229.87 460.79 324.76 222.19 8.66 50
234.28
44.23 23.39 11.71 3.35
590.30 -173.45 -209.71 117.65 18.25
849.90 153.71 114.96 91.97 4.10
56.04
14.25 10.33 12.30 8.45
507.41
26.93 17.70 86.89 49.94 30
6254.75 1272.86 1145.11 818.66 84.91
195.14
36.38 17.65 11.50 6.23
397.81
20.13
4.72
5.07 9.27
4121.03 1858.75 1604.86 1247.46 7.44 20
4266.27 3420.93 2402.08 2090.50 1.70
625.17 160.29 44.85 31.17 1.89
493.58 125.34 100.79 95.09 16.17
299.33
12.12 10.14
7.18 23.93
317.73
30.87 25.04 16.52 44.05

146
82
129
72
113
18
32
78
109
78
57
143
1193
351
140
268
24
40
15
40
36
355
23
27
117
923
343
54
506
40
452
6817
17
48
45
44
5
121
3
32
66
54
87
3
271
89
100
536
214
84
36
64
26
179
100
3951
129
128
100
24
56
188
189
437

4.69
4.17
7.24
3.81
2.54
6.71
11.62
13.71
10.00
8.11
37.63
14.47
11.71
6.63
12.20
4.90
17.70
2.78
3.17
3.66
13.98
11.33
20.77
4.75
21.34
12.36
5.87
9.83
8.70
8.17
8.70
5.19
3.02
1.45
11.68
5.61
11.11
5.87
12.00
15.69
7.04
28.57
19.03
3.27
9.70
10.75
3.51
6.34
21.18
2.00
46.53
20.71
13.81
13.44
14.12
29.63
11.63
7.90
9.92

9
6
9
9
9
3
9
3
9
9
9
3
3
9
9
9
3
9
9
6
3
3
9
9
3
3
9
9
9

1012
1009
1012
1012
1012
1103
1012
1103
1012
1012
1012
0906
1103
1012
1012
1012
1103
1012
1103
1009
1103
1103
1012
1012
1103
1006
1012
1012
1012

441.10
66.17
444.26
1032.51
359.91
15.67
2125.21
13598.8
80.46
148.82
758.88
549.77
10092.2
176.98
616.15
876.37
40.06
2044.1
217.10
39.30
42.38
391.20
359.40
1338.26
77.20
12045.5
888.24
111.90
1128.17

75.62
10.14
98.59
134.80
42.11
0.99
116.14
939.06
13.83
31.06
280.65
83.27
1123.2
30.08
70.52
375.90
9.68
374.34
49.49
25.22
3.50
53.90
49.15
40.11
13.93
82.57
702.59
12.88
321.21

67.36
6.10
82.84
90.50
21.67
0.66
100.53
845.08
12.99
17.10
270.68
78.97
826.57
28.13
63.37
355.17
6.47
152.35
44.69
24.00
2.87
35.50
38.31
24.08
8.94
79.42
681.90
9.61
265.77

50.51
5.33
55.87
80.20
18.77
1.21
67.14
552.86
8.19
11.19
180.86
61.18
659.86
18.61
46.63
355.17
6.42
114.78
34.92
18.54
1.75
32.00
29.85
17.58
15.42
55.23
455.69
6.77
208.49

3
6
3
9
6
9
6
9
3
3
9
9
9
9
9
9
3
9
9
3
9
6
9
9
3
3
9
3
9
6
9
9
3
9

1101
1103
1003
1012
1009
1012
1009
1012
1103
1103
1012
1012
1012
1012
1012
1012
1006
1012
1012
1103
1012
1009
1012
1103
1103
1103
1012
1103
1012
1009
1012
1012
1103
1012

1233.5
4550.32
23.33
350.07
2034.97
1813.35
147.01
455.17
112.74
782.00
1.05
885.03
1043.75
319.39
367.77
4230.4
1166.01
129.98
824.43
1733.7
229.41
164.42
721.86
55.99
154.13
1809.99
211.92
110.46
3077.8
2336.3
478.78
564.46
93.45
256.22

292.10
439.59
3.39
62.91
-368.14
102.35
-34.75
36.43
-6.92
82.80
16.48
130.08
204.40
36.61
62.65
1395.5
49.63
65.51
271.27
110.82
28.46
-80.58
125.87
15.38
8.84
391.10
37.76
6.25
1275.1
2045.5
117.62
112.87
12.62
20.74

256.17
276.73
2.70
50.27
-1055.5
53.38
-39.90
19.33
-12.87
60.02
16.47
75.96
152.97
18.58
51.92
1105.7
26.54
59.20
239.65
74.96
5.92
-96.21
91.51
13.34
6.25
358.39
23.05
2.44
980.17
1523.1
19.03
96.48
12.15
16.57

226.67
192.03
2.61
38.66
-1056.3
38.66
-39.90
16.54
-13.46
28.48
13.90
50.13
105.40
12.28
39.13
764.04
17.78
42.13
239.58
50.37
2.51
-98.71
70.05
13.70
4.09
255.71
15.24
2.79
711.88
1227.6
14.32
85.67
9.23
11.24

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

43

2.00

2.00
1.00
5.00
5.00
1.00
2.00

2.00
1.00

5.00

5.00
5.00
1.00

2.00
2.00
4.00
1.00

2.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Nitin Spinners
31.03.10
Nitta Gelatin India 31.03.10
NMDC
31.03.11
Novartis India
31.03.10
NTPC
31.03.11
Nuclear Power
31.03.10
Numeric Power Sy. 31.03.10
Nu Tek India
31.03.10
Oberoi Realty
31.03.10
OCL India
31.03.10
OCL Iron and Steel 31.03.10
Oil Country Tub. 31.03.11
Oil India
31.03.10
ONGC
31.03.10
Onmobile Global 31.03.10
Ontrack Systems 31.03.10
Opto Circuits (I)
31.03.10
Oracle Fin. Serv. S 31.03.10
Orbit Corporation 31.03.10
Orchid Chemicals 31.03.11
Orient Abrasives
31.03.10
Orient Ceramics
31.03.10
Orient Paper
31.03.11
Oriental Bank of Co. 31.03.11
Oriental Hotels
31.03.10
Orissa Miner. Dev. 31.03.10
Ortin Laboratories 31.03.10
Page Industries
31.03.10
Panacea Biotec
31.03.10
Panasonic Carbon 31.03.10
Panasonic Home
31.03.10
Pankaj Polymers 31.03.10
Panyam Cements 31.03.10
Paper Products
31.12.10
Parenteral Drugs
31.03.10
Parsvnath Develop. 31.03.10
Patspin India
31.03.10
Pennar Industries 31.03.11
Persistent Systems 31.03.11
Petronet LNG
31.03.11
Philips Carbon Bla. 31.03.10
Phyto Chem (India) 31.03.10
PI Industries
31.03.11
Pioneer Distilleries 31.03.10
Pioneer Investcorp 31.03.10
Piramal Glass
31.03.11
Piramal Healthcare 31.03.10
Pitti Laminations 31.03.11
Pochiraju Industries 31.03.11
Poddar Pigments 31.03.10
Pokarna
31.03.10
Polaris Software
31.03.11
Poly Medicure
31.03.10
Polyspin Exports 31.03.10
Pondy Oxides
31.03.10
Ponni Sugars (Erode 31.03.10
Power Fin. Corp. 31.03.11
Power Grid Corp. 31.03.10
Powersoft Global 31.03.10
Praj Industries
31.03.10
Prajay Engineers
31.03.10
Prakash Steelage
31.03.10
Precot Meridian
31.03.10
Premier Explo.
31.03.11

45.83
8.40
396.47
15.98
8245.46
10145.3
10.11
17.26
288.67
11.38
13.41
44.29
240.45
2138.89
58.62
9.14
182.90
41.93
54.98
70.44
11.97
10.53
19.29
291.76
17.86
0.60
4.70
11.15
6.68
4.80
8.57
5.54
16.02
12.54
19.40
198.55
30.92
61.01
40.00
750.00
28.25
4.30
11.19
12.59
12.23
80.43
41.80
9.44
18.91
10.61
6.20
49.60
11.01
4.00
10.11
8.60
1147.77
4208.84
11.90
36.95
48.33
11.25
6.95
8.13

17.37
128.37
48.46
185.69
82.94
2265.7
201.73
52.14
63.32
139.95
5.52
43.87
572.42
202.07
126.18
55.76
498.12
152.64
151.79
12.57
58.99
45.41
349.97
16.03
13204.
16.96
104.27
115.56
21.90
17.89
30.68
46.40
162.71
57.72
14.75
158.95
35.74
114.83
13.12
181.96
31.31
70.99
41.62
71.07
46.85
44.02
136.29
104.09
54.35
18.03
25.08
92.60
134.28
34.43
36.01
28.81
128.82
45.23
210.06
44.18

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

301.97
19.65
1.00
0.68 0.15
189.56
38.19 30.76 25.46 30.31
11368.94 9852.15 9727.17 6499.22 16.39 330
658.23 182.05 179.80 115.99 36.29
61032.33 15112.02 12392.33 9353.40 11.34 38
3806.82 1195.14 474.06 416.41 41.04
437.83
53.88 49.14 36.79 36.39 30
194.30
26.58 24.95 18.27 5.29
788.32 489.88 480.82 458.20 15.87
1390.82 369.05 254.55 163.70 28.77 200
192.48
8.22
0.50
0.20 0.01
326.47
54.23 45.77 30.47 6.88 20
8082.12 4658.90 3895.09 2610.52 108.57 340
61982.52 39642.63 24983.8 16767.6 39.20 330
454.40 105.68 61.61 42.80 7.30
39.77
1.70
0.32
0.08 0.09
1077.58 317.87 290.07 260.07 14.22
2243.47
784.78 747.37 660.85 78.80
487.11 104.94 100.35 95.45 17.36 15
1785.57 305.07 171.57 156.19 22.17 30
324.01
79.61 68.80 51.17 4.27
253.94
28.33 17.51 11.46 10.88 20
1989.36 290.99 209.51 143.10 7.42 150
13047.89 3245.14 2038.61 1502.87 51.51 104
194.07
49.08 35.37 23.15 1.30
84.54 114.81 112.26 74.45 1240.
31.34
1.49
1.30
0.82 1.74
339.38
67.51 58.52 39.61 35.52 210
909.77 184.53 118.08 80.02 11.98
29.04
11.44 10.77
6.69 13.94
135.16
5.27
3.00
1.93 2.25
24.74
1.24
0.35
0.27 0.49
139.89
23.93 20.54 14.54 9.08
710.54
90.95 58.55 48.12 7.67 110
416.32
48.76 39.73 30.44 15.69
952.15 217.68 196.19 134.86 3.40
302.54
13.89
-6.11 -4.06
1372.82 135.56 121.39 75.57 6.19
775.84 192.74 150.35 139.74 34.94 55
13197.29 1091.10 906.42 619.62 8.26 20
1234.76 161.73 130.58 122.69 43.43
17.47
0.41
0.21
0.13 0.30
720.98 107.09 91.40 65.10 58.18
46.58
12.21
8.29
3.19 2.53
36.61
17.34 15.49 11.25 9.20
1240.00 234.63 127.73 93.02 11.57 35
3671.06 642.42 499.77 481.90 23.06 270
255.64
19.63 13.35
8.49 8.99 10
55.44
13.80 12.07 11.72 6.20
153.09
19.32 17.16 14.19 13.37
135.24
4.65
-3.80 -3.82
1611.71 272.00 238.34 202.46 20.41
136.00
25.30 18.23 16.43 14.92
34.96
2.61
1.89
1.00 2.50
160.60
9.01
7.42
5.77 5.71 12
245.72
58.47 55.41 36.85 42.85 40
10128.49 3548.34 3543.29 2618.79 22.82
7127.45 4606.01 2626.32 2040.94 4.85
44.74
7.82
5.61
4.48 3.76
603.12 139.54 129.03 113.89 6.16
83.36
7.18
3.08
2.03 0.42
438.59
31.28 27.44 17.63 15.67
437.85
55.60 27.68 15.72 22.62
95.13
16.82 15.05 10.02 12.32 20

10 66.67 9 1012 288.18 39.45 20.81 13.90


128 4.22 9 1012 148.79 11.31 5.06 3.53
260 15.86 3 1103 3769.8 3182.3 3140.3 2098.6 1.00
840 23.15 9 1012 565.20 168.98 167.30 112.59 5.00
177 15.61 3 1103 15979.5 3954.9 3256.8 2781.8
- 6 1009 2404.61 955.04 513.61 423.55 1000.
223 6.13 9 1012 348.14 42.61 38.92 30.38
5 0.95 6 1009 70.96 19.92 19.03 13.52 5.00
232 14.62 9 1012 729.27 466.10 449.76 380.54
105 3.65 9 1012 1051.87 200.75 111.19 80.61 2.00
43 4300. 9 1012 171.84 10.10 4.66 4.56 1.00
71 10.32 3 1103 108.16 20.45 18.35 13.40
1278 11.77 9 1012 6514.8 4082.9 3476.4 2325.1
269 6.86 9 1012 53057.4 35020. 23864.8 16133.1 5.00
109 14.93 3 1006 123.76 33.86 20.62 18.58
30 333.33 6 1009 29.04 1.92 1.54 1.51
284 19.97 9 1012 1041.02 316.92 281.08 256.15
2258 28.65 9 1012 1666.82 686.90 662.79 632.81 5.00
43 2.48 6 1009 217.21 56.65 54.19 36.16
279 12.58 9 1012 1159.02 218.27 123.33 98.20
33 7.73 9 1012 265.38 54.28 44.53 31.90 1.00
53 4.87
58 7.82 3 1103 709.82 132.61 111.11 77.47 1.00
327 6.35 3 1103 3532.1 842.96 282.47 333.66
30 23.08 9 1012 164.18 26.52 15.15 10.29 1.00
48650 39.23 9 1012 46.57 36.76 17.18 10.07
25 14.37 9 1012 21.91 1.03 0.85 0.64
1770 49.83 9 1012 380.18 79.18 72.17 45.68
170 14.19 9 1012 807.46 174.08 119.99 92.02 1.00
154 11.05 9 1012 17.39 5.93 5.54 3.69
116 51.56 9 1012 143.52 4.58 2.56 1.72
13 26.53 9 1012 18.94 0.88 0.20 0.20
67 7.38 6 1009 56.80 -6.34 -8.79 -8.79
76 9.91 3 1012 191.65 21.91 14.05 13.68 2.00
104 6.63 9 1012 443.27 70.83 63.91 49.21
43 12.65 9 1012 679.39 207.52 195.54 112.97 5.00
18
- 9 1012 295.72 38.19 23.23 15.42
40 6.46 3 1103 388.51 38.03 33.67 20.72 5.00
373 10.68 3 1103 212.82 46.78 34.85 33.14
144 17.43 3 1103 3985.97 339.53 294.08 206.28
142 3.27 9 1012 1251.68 146.46 117.47 83.01
12 40.00 6 1009 16.27 0.70 0.59 0.59
744 12.79 3 1103 212.59 34.55 30.25 20.38
47 18.58 3 1003 11.55 3.84 2.85 -0.86
42 4.57 9 1012 35.12 16.35 14.71 9.96
130 11.24 3 1103 333.94 71.54 44.14 32.71
369 16.00 9 1012 1996.91 16438.6 16344.7 12681.5 2.00
38 4.23 9 1012 174.16 13.42 8.73 5.60
17 2.74 3 1103 19.99 4.93 4.50 4.45
46 3.44 9 1012 130.61 11.84 10.14 7.49
104
- 9 1012 101.61 7.85 1.33 0.50
185 9.06 3 1103 443.00 75.22 66.53 57.58 5.00
273 18.30 6 1009 81.93 14.87 10.92 9.73
20 8.00 6 1009 20.67 1.40 0.94 0.68
31 5.43 9 1012 194.25 7.05 5.54 4.04
93 2.17 9 1012 229.06 29.35 27.05 17.61
189 8.28 3 1103 2617.4 820.81 819.42 606.75
102 21.03 9 1012 6177.9 4313.2 2696.8 1945.8
5 1.33 9 1012 51.26 8.35 6.49 6.23
73 11.85 9 1012 350.68 45.66 37.55 32.91
12 28.57 9 1012 50.93 4.45 1.22 0.86
153 9.76 6 1009 212.14 21.86 19.95 12.80
160 7.07 3 1006 123.65 18.16 11.61 9.02
77 6.25 3 1103 27.48 4.76 4.30 3.07
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

44

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Prestige Estates
31.03.10 262.50 23.91
Pricol
31.03.10
9.00 19.79
Pris m Cement
31.03.10 503.36 23.23
Priyadarshini Spin. 31.03.10 11.08 31.88
Provogue(India)
31.03.10 22.87 61.44
PSL
31.03.10 53.33 182.62
PTC India
31.03.11 294.97
PTC India Financ. 31.03.10 434.58 14.60
PTL Enterprises
31.03.10 13.24 6.08
Pudumjee Industri 31.03.10
3.60 16.05
Pudumjee Pulp& P 31.03.10
8.20 29.69
Punj Lloyd
31.03.10 66.42 91.05
Punjab & Sind Bank 31.03.11 223.06 127.74
Punj. Nat. Bank
31.03.11 316.81 667.24
Puravankara Proj. 31.03.10 106.71 69.59
PVR
31.03.10 25.62 120.62
R Systems Inter.
31.12.10 12.24 147.26
Rain Commodities 31.12.10 70.83 39.34
Rainbow Papers
31.03.10 17.44 25.44
Raj Packaging
31.03.10
3.97
Raj Oil Mills
31.03.10 36.01 66.46
Rajapalayam Mills 31.03.10
3.51 363.16
Rajesh Exports
31.03.10 26.58 43.05
Rajshree Sugars
31.03.10 22.69 66.67
Rajvir Industries
31.03.10
3.04 133.78
Ramaraju Surgical 31.03.10
0.99 174.95
Ramco Industries 31.03.10
8.67 37.95
Ramco Systems
31.03.10 15.39 107.08
Ramsarup Industries 31.03.10 35.08 162.94
Ramkrishna Forg. 31.03.10 16.43 70.34
Ramky Infra.
31.03.11 57.20 186.13
Rana Sugars(18)
31.03.10 147.44 17.89
Ranbaxy Labs
31.12.10 210.52 132.80
Rane Brake Lin.
31.03.10
7.92 96.16
Rane Engine Valve 31.03.10
5.15 159.44
Rane Holdings
31.03.10 14.28 244.92
Rane (Madras)
31.03.10 10.16 81.15
Ranklin Solutions 31.03.10
5.04 40.10
Rashtriya Chem.
31.03.11 551.69 36.46
Ratnabali Capital 31.03.10
5.20 145.90
Raymond
31.03.11 61.38 198.79
Redington(India) 31.03.10 78.64 27.36
Rei Agro
31.03.10 31.93 26.98
Reil Electricals
31.03.10
3.78 26.98
Rei SixTen Retail 31.03.10 28.73 5.62
Reliance Capital
31.03.10 246.16 309.19
Reliance Comm.
31.03.10 1032.01 210.08
Reliance Industries 31.03.11 3273.00 446.30
Rel. Ind. Infras.
31.03.11 15.10 130.80
Reliance Infrastruc. 31.03.10 244.92 801.37
Reliance Power
31.03.10 2396.80 60.34
Religare Enterprises 31.03.10 127.81 202.44
Religare Finvest
31.03.10 170.32 86.05
Renaissance Jewell. 31.03.10 19.08 121.02
Revathi Equipment 31.03.11
3.07 464.43
Riddhi Siddhi Glu. 31.03.10 11.14 171.79
Rohit Ferro Tech
31.03.10 39.48 64.87
Rolta India
30.06.10 161.19 98.97
Rossell India
31.03.10
7.34 110.46
R P P Infra Projects 31.03.11 22.60 39.46
R. S. Software (I) 31.03.11 11.03 42.09
RSWM
31.03.11 23.15 131.60
Ruchira Papers
31.03.10 22.42 26.10
Rural Electrification 31.03.10 987.46 112.21

949.67
744.17
2856.03
192.43
480.67
3993.56
9064.55
53.50
25.00
135.25
225.77
10447.83
5369.59
31206.60
473.86
338.55
290.55
3755.70
285.70
19.87
461.97
265.20
18511.35
523.97
207.41
163.38
498.38
175.56
2059.18
284.96
3146.96
691.97
8960.77
236.30
236.03
1179.85
419.66
41.34
5507.11
974.10
3067.07
13765.96
3693.23
20.51
690.90
6110.78
21496.38
248170.0
56.02
14864.82
20.72
1666.73
536.16
475.37
113.20
745.85
824.36
1532.67
78.13
215.81
199.24
2149.43
199.45
6549.76

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

195.68
62.64
448.10
0.60
52.43
238.17
201.89
36.76
19.16
4.49
25.53
248.00
1013.50
9250.25
186.22
28.14
27.87
453.44
55.21
1.52
54.25
45.13
209.03
88.18
11.74
13.76
97.55
24.82
99.76
29.49
319.19
65.52
2693.45
25.87
22.77
131.56
29.41
9.34
467.31
10.86
153.89
299.35
263.22
2.94
48.41
655.94
8969.35
38850.0
31.01
1820.03
708.31
265.39
151.42
30.14
14.73
101.03
62.83
563.06
50.47
28.09
31.86
285.50
3.37
2651.35

160.75
27.46
358.25
-7.86
40.15
156.57
196.86
36.71
19.01
3.20
15.38
20.98
769.64
6694.20
175.13
0.70
14.56
337.76
31.18
1.10
52.36
14.79
207.25
65.49
4.65
1.04
68.60
2.37
62.64
16.35
296.03
22.01
2321.72
14.93
7.00
80.44
20.04
8.33
354.69
10.43
-6.91
275.92
241.83
2.43
40.55
588.32
5222.83
25242.0
25.31
1347.59
702.60
197.42
141.89
26.00
12.39
76.45
52.00
295.15
24.99
24.45
27.26
195.99
-6.92
2649.19

141.73
25.48
251.05
0.01
28.35
122.67
139.20
25.46
2.97
2.30
10.28
-108.43
526.17
4574.73
145.32
1.35
16.78
240.72
23.63
0.91
35.90
11.77
193.41
43.17
2.27
0.96
53.60
1.88
44.38
10.89
206.09
24.99
1496.75
10.09
4.30
41.64
13.81
6.89
245.12
10.66
53.69
184.33
157.17
0.09
26.44
434.54
4655.00
20286.0
22.38
1519.39
683.89
96.92
102.82
23.43
11.22
39.22
34.18
255.14
19.31
18.73
22.33
133.75
-4.31
2001.42

5.40
2.83
4.99
0.01
2.48
23.00 40
4.72
0.59
0.45
1.28
2.51
23.59
144.40
6.81
0.53
13.71
6.80
2.71
2.29
9.97
33.53 60
7.28
19.03
7.47
9.70
6.18
1.22
12.65
6.63 10
36.03 45
1.69
35.55
12.74
8.35
29.16 80
13.59 20
13.67
4.44 11
20.50
8.75
4.69 50
4.92
0.24
1.84
17.65
22.55
61.98 80
14.82 35
62.04
2.85
7.58
6.04
12.28
36.55
35.21
8.66
15.83
26.31
8.29
20.24
57.78 150
20.27 65

133 24.63 9 1012 919.54 217.21 192.29 133.40


21 7.42 9 1012 592.65 40.80 15.18 13.48 1.00
47 9.42 9 1012 2327.07 163.44 84.69 60.12
72 7200. 12 1103 259.89 9.68 0.81 8.44
38 15.32 9 1012 391.35 47.63 38.72 27.20 2.00
73 3.17 9 1012 2442.23 184.25 71.01 50.47
78 16.53 3 1103 2078.78 48.63 47.34 33.51
18 30.51 6 1009 53.60 36.18 33.49 25.51
28 62.22 9 1012 30.00 25.77 25.67 17.23 2.00
20 15.63 3 1003 23.44 1.16 0.78 0.52 2.00
21 8.37 6 1009 117.03 13.52 8.41 6.03 2.00
70
- 9 1012 5657.4 170.29 -29.01 -68.80 2.00
103 4.37 3 1103 1485.54 289.97 219.92 130.27
1047 7.25 3 1103 8585.7 2507.5 1779.6 1200.9
93 13.66 9 1012 443.99 124.81 122.04 101.04 5.00
105 198.11 9 1012 371.70 65.45 16.73 9.27
110 8.02 3 1012 73.82 6.37 3.02 4.27
35 5.15 3 1103 1343.50 326.44 299.35 201.91 2.00
63 23.25 9 1012 292.37 52.51 31.64 31.64 2.00
22 9.61 3 1006
6.48 0.37 0.21 0.15
34 3.41 9 1012 330.66 16.61 15.07 11.10
586 17.48 9 1012 236.92 50.17 28.23 20.02
93 12.77 9 1012 14498.9 199.04 197.26 197.26 1.00
46 2.42 3 1006 118.61 7.40 1.82 1.82
159 21.29 9 1012 199.12 23.54 15.16 12.14
- 9 1012 150.63 26.33 16.36 10.93
44 7.12 9 1012 386.26 76.07 54.63 40.03 1.00
99 81.15 9 1012 155.27 20.01 1.49 1.33
17 1.34 9 0912 1405.79 80.59 45.80 29.97
105 15.84 9 1012 284.65 37.60 22.32 14.50
280 7.77 9 1012 1852.81 189.36 176.04 114.66
5 2.96
537 15.11
5.00
122 9.58 6 1009 142.18 14.26 8.58 6.37
220 26.35 9 1012 211.22 21.83 9.14 6.11
235 8.06 9 1012 1174.98 139.93 100.10 57.67
127 9.35 9 1012 423.95 32.04 25.02 19.60
17 1.24 12 1103 47.76 10.28 8.36 6.92
80 18.02 3 1103 1619.36 170.62 138.57 96.10
105 5.12 9 1012 509.31 8.50 8.18 7.08
387 44.23 3 1103 422.63 36.94 10.25 1.30
86 18.34 9 1012 12012.9 245.91 227.58 149.80 2.00
26 5.28 9 1012 2747.7 340.90 324.32 214.67 1.00
- 9 1012 22.80 4.22 3.86 3.11
38 20.65 9 1012 484.46 38.82 32.89 21.44
556 31.50 9 1012 3874.83 412.30 375.94 297.62
94 4.17 9 1012 14956.5 4110.5 1156.7 1177.1 5.00
888 14.33 3 1103 72674.0 10064.0 6677.0 5376.0
556 37.52 3 1103 18.04 5.19 3.64 4.35
575 9.27 9 1012 11610.4 1441.2 1070.3 1140.7
116 40.70 9 1012 559.32 686.65 617.66 573.82
465 61.35 6 1009 1069.7 33.47 -8.77 -73.64
- 6 1003 321.08 86.46 82.44 63.58
114 9.28 9 1012 446.36 26.74 23.39 21.89
404 11.05 3 1103 31.37 10.83 10.29 9.43
336 9.54 9 1012 676.44 143.91 127.26 97.69
37 4.27 9 1012 836.23 57.16 47.42 30.01
134 8.46 6 1012 868.73 427.27 270.34 228.95
52 1.98 9 1012 67.36 50.65 28.62 22.32
76 9.17 3 1103 79.30 9.69 8.76 7.82
58 2.87 3 1103 53.02 9.74 8.69 6.90
146 2.53 3 1103 602.75 85.64 64.76 45.08
10
- 9 1012 185.29 13.70 5.77 5.77
192 9.47 9 1012 6068.6 2532.9 2530.7 1869.7
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

45

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

S Kumars Nationw 31.03.10 236.51 87.98


SAIL
31.03.11 4130.40 91.49
Sadhbav Engg.
31.03.11 14.99 58.08
Sagar Cements
31.03.11 15.00 149.88
Sagarsoft(India)
31.03.10
5.56 13.00
Sakthi Finance
31.03.10 30.11 21.88
Sakthi Sugars
31.12.10 34.83 83.78
Salguti Industries 31.03.10
7.53
Salona Cotspin
31.03.10
5.33 25.67
Salzer Electronics 31.03.10 10.28 68.41
Sambandam Spinn. 31.03.10
4.28 149.25
Samkrg Pistons
31.03.11
9.82 52.39
Samruddhi Cement 31.03.10 85.00 266.92
Samtex Fashions 31.03.10
9.90 39.56
Sand Plast(India) 31.03.10 23.20
Sandur Manganese 31.03.10
8.75 244.46
Sangam (India)
31.03.11 39.42 60.78
Sanghvi Movers
31.03.10
8.66 108.46
Sanwaria Agro Oils 31.03.10 17.40 8.23
Sasken Communica. 31.03.10 27.11 192.64
Sathavahana Ispat 31.03.10 33.40 56.77
Savita Oil Tech.
31.03.10 14.60 219.01
Saven Technologi 31.03.11 10.88 12.17
S E Investments
31.03.10 10.14 29.66
SEL Manufacturing 31.03.10 30.36 165.52
Sesa Goa
31.03.10 83.10 95.28
Seshasayee Paper 31.03.10 11.25 199.64
Shakti Met-Dor
31.03.10
2.75 185.67
Shanthi Gears
31.03.11
8.17 28.06
Shalimar Wire Ind. 31.03.10
6.66
Sharda Motor Ind. 31.03.10
5.95
Sharp India
31.03.10 25.94 16.96
Shasun Pharma
31.03.10
9.66 23.63
Shetron
31.03.10
9.00 53.02
Shilpa Medicare
31.03.10
4.40 45.55
Shipping Corp.
31.03.10 423.45 149.65
Shiva Texyarn
31.03.10 21.60 48.21
Shivam Autotech 31.03.10 10.00 86.36
Shree Cement
31.03.10 34.84 526.19
Shree Ganesh Jew. 31.03.10 48.55 117.65
Shree Renuka Sug. 30.09.10 67.00
Shri Lakshmi Cots. 30.06.10 19.96 213.66
Shri Nataraj Ceramic 31.03.10
0.80 394.50
Shri Shakti LPG
31.03.10 51.55 15.01
Shriram City Union 31.03.10 49.15 198.82
Shriram EPC
31.03.10 43.91 95.67
Shriram Transport F 31.03.11 226.18 216.19
Shyam Telecom
31.03.10 11.27 40.54
Sicagen India
31.03.10 39.57 94.12
SIDBI
31.03.11 450.00 135.51
Siemens
30.09.10 67.43 103.12
Simplex Projects 31.03.10 12.60 144.04
Sinclairs Hotels
31.03.10
6.07 122.34
Sintex Industries 31.03.10 27.10 71.84
SJVN
31.03.10 4108.81 16.15
SKS Microfinance 31.03.11 72.32 244.94
SMC Credits
31.03.10 10.02 17.09
SML Isuzu
31.03.10 14.48 131.03
SMS Pharma
31.03.11 10.02
Sobha Developers 31.03.10 98.10 174.16
Solar Industries
31.03.10 17.32 153.14
Solix Technologies 31.03.10
6.28 27.60
Sona Koyo Steering 31.03.10 19.87 9.13
Sonata Software
31.03.11 10.52 38.71

3860.94
43450.57
2336.19
497.76
7.12
75.94
1631.11
71.38
55.29
176.60
142.19
170.12
4328.74
57.81
5.51
287.87
1171.52
331.53
1294.37
574.19
384.78
1178.01
51.15
88.36
937.55
5803.05
517.27
80.21
164.69
78.00
467.71
106.96
784.07
109.46
264.91
3463.12
193.52
194.23
3643.24
3478.38
7851.60
1546.82
95.75
8.14
1072.06
1118.05
5341.90
295.45
514.79
3867.00
9315.24
626.20
13.50
3319.17
1769.74
1245.47
0.77
722.23
224.22
1114.00
560.46
23.49
852.83
1405.22

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

506.01
8689.56
208.81
49.96
0.96
12.17
-89.64
2.23
7.09
16.51
17.38
23.77
1155.11
2.99
-1.83
53.43
147.29
216.39
61.48
122.45
45.89
148.81
0.85
36.43
132.29
3519.09
93.32
14.56
70.61
26.84
46.32
3.99
39.86
7.75
76.41
856.08
21.78
29.71
1438.34
176.31
1119.80
131.97
16.93
5.09
290.91
77.46
1848.83
-2.98
13.71
1371.00
1360.23
56.04
6.33
552.79
1450.75
188.58
1.42
39.07
23.07
192.60
98.64
2.26
59.55
151.41

424.67
7202.71
140.92
22.94
0.79
10.53
-120.77
0.67
2.62
11.26
6.46
14.67
941.99
1.22
-3.84
43.01
83.29
137.66
55.65
92.92
30.82
128.50
0.54
32.34
98.99
3444.59
59.71
11.56
43.76
20.47
31.40
1.61
2.00
1.51
63.69
475.97
8.28
11.05
867.91
173.47
874.10
104.97
15.02
2.08
286.26
67.12
1837.54
-6.56
11.98
847.00
1258.75
49.72
5.01
408.33
1017.47
172.43
1.38
30.43
10.43
160.30
90.79
0.73
32.97
112.72

229.00
4914.29
93.31
17.60
1.96
6.28
-78.11
0.33
2.26
8.28
4.69
9.92
617.96
1.05
9.62
29.17
56.59
90.42
35.39
75.52
25.45
86.38
0.46
26.34
71.90
2629.13
39.93
7.59
27.86
20.47
21.16
1.61
3.75
1.04
42.60
376.91
5.18
11.55
676.10
161.30
703.40
91.64
10.07
2.08
194.26
44.66
1217.11
-4.48
9.60
514.00
827.21
36.07
3.43
329.00
972.74
111.63
1.19
21.46
8.33
136.70
58.59
0.39
21.65
85.61

9.68
11.90
6.22
11.73
3.53
2.09
0.44
4.24
8.05
10.96
10.10
36.35
1.06
4.15
33.34
14.36
20.88
2.03
27.86
7.62
59.16
0.42
2.60
23.68
31.64
35.49
27.60
3.41
30.74
35.56
0.62
0.78
1.16
19.36
8.90
2.40
11.55
194.06
33.22
10.50
45.91
125.88
0.40
39.52
10.17
53.81
2.43
11.42
24.54
28.63
5.65
12.14
2.37
15.44
1.19
14.82
8.31
13.93
33.83
0.62
1.09
8.14

16
45

15
150
15
150

325
35
100

50
130
20

50
12
65

60

25

67
137
136
139
13
34
24
65
87
83
30
3
584
41
121
50
145
49
561
4
12
18
280
240
42
17
32
77
15
243
104
34
112
1715
256
64
89
3
546
168
627
41
26
874
106
180
21
398
361
202
252
633
18
16
44

6.92
11.51
21.86
11.85
6.22
5.66
8.07
7.94
8.22
28.30
0.72
17.52
2.86
5.80
24.63
5.20
6.43
9.48
9.52
4.62
0.76
8.85
6.76
12.32
0.55
51.61
98.72
12.93
12.55
11.69
14.17
9.70
8.84
7.71
6.10
1.94
7.50
13.82
16.52
11.65
10.70
35.62
3.70
14.83
8.86
25.78
24.36
24.31
18.09
18.71
29.03
14.68
5.41

3
3
9
3
3
9
3
6
9
6
9
3
3
6
3
3
3
9
9
9
9
9
3
9
9
3
9
3
3
9
6
9
3
6
9
9
9
9
9
9
3
9
3
3
9
9
3
6
9
6
3
9
9
9
9
3

0806
1103
1012
1103
1003
1012
1012
1009
1012
1009
1012
1103
1006
1009
1003
1006
1103
1012
1012
1012
1012
1012
1103
1012
1012
1003
1012
1006
1103
1012
1009
1012
1003
1009
1012
1012
1012
1012
1012
1012
1012
1103
1003
1006
1012
1012
1103
1009
1012
1103
1012
1012
1012
1012
1012
1103

535.15
12166.4
1162.45
168.23
1.90
63.91
335.56
39.64
58.82
97.97
150.01
39.96
2213.7
33.52
1.94
99.60
358.36
256.59
1322.71
417.91
487.83
1114.72
12.90
133.43
1221.92
2403.5
411.80
16.55
57.71
61.85
341.47
84.06
208.48
60.78
209.70
2678.3
291.24
186.03
2441.7
4580.7
2303.1
1299.10
27.77
1.13
918.20
838.88
1368.83
315.91
549.42
2110.00
2525.42
664.17
11.43
3019.72
1446.8
187.66

96.22
2573.3
119.73
34.56
0.11
9.41
-73.01
1.37
11.00
8.57
26.33
5.68
580.60
1.89
-0.27
44.65
45.94
160.70
55.61
88.17
66.78
132.16
0.62
69.08
160.08
1609.4
73.86
1.94
22.82
10.56
29.64
2.58
17.73
4.30
56.78
973.17
53.20
32.51
555.48
243.58
260.10
113.46
5.55
0.87
250.19
80.57
517.49
9.72
29.04
757.00
391.70
54.01
6.53
487.38
1292.6
-101.36

83.79
2187.7
99.76
27.81
0.01
7.82
-80.87
0.40
6.53
5.71
17.98
4.58
468.98
1.01
-0.75
42.04
30.01
93.08
51.01
66.38
54.86
113.33
0.54
65.85
116.66
1592.8
48.31
1.19
16.01
5.87
18.49
0.83
8.22
0.92
46.97
641.02
39.60
14.22
144.72
240.41
72.10
91.89
5.04
0.12
245.04
70.93
514.52
8.01
27.76
425.00
365.14
46.01
5.50
377.90
954.80
-104.73

55.09
1507.1
65.65
19.27
1.18
4.14
-53.95
0.21
5.23
4.19
11.48
2.81
315.00
0.82
12.71
28.77
21.31
64.59
44.61
54.50
38.95
76.67
0.37
52.79
80.15
1212.9
50.51
0.79
9.51
5.87
13.58
0.83
10.06
0.61
34.88
573.52
28.99
10.12
143.97
237.74
66.40
76.79
3.58
0.12
163.38
54.88
341.72
2.28
22.14
272.00
243.79
31.28
3.90
291.77
801.55
-69.77

9
3
9
9
9
9
3

1012
1103
1012
1012
1012
1012
1103

610.90
69.58
1111.7
477.07
18.82
742.20
322.87

39.90
4.72
210.90
94.04
2.37
57.78
37.44

33.40 24.10
1.54 1.22
190.00 142.20
87.61 54.65
0.75 0.51
36.63 25.61 1.00
27.59 23.05 1.00
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

46

1.00

5.00

2.00
1.00

1.00
1.00
1.00

2.00
2.00

1.00

2.00
1.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

South Indian Bank 31.03.11


Southern Online
31.03.10
Southern Petrochem. 31.03.10
Spandana Sphoorty 31.03.10
SPEL Semiconduc. 31.03.10
Spice Mobility
31.03.10
Sree Rayalaseema Al 31.03.11
Sree Rayala.Histren. 31.03.10
Sree Sakthi Paper 31.03.10
SREI Infrastruc. Fi. 31.03.10
Srinivasa Hatch.
31.03.11
SSPDL
31.03.10
Star Paper Mills
31.03.10
St. Bank of B & J. 31.03.11
St. Bank of Hyd.
31.03.11
St. Bank of India
31.03.11
St. Bank of Mysore 31.03.10
St. Bank of Patiala 31.03.11
St. Bank of Travan. 31.03.11
State Trading Corp. 31.03.10
Steel Exc. India
31.03.10
Sterling Tools
31.03.10
Sterlite Industries 31.03.11
Sterlite Technolog. 31.03.10
Subros
31.03.10
Sumeet Industries 31.03.11
Sun Pharmaceutical 31.03.10
Sun TV Network 31.03.10
Sundaram Brake. 31.03.10
Sundaram Clayton 31.03.11
Sundram Fasteners 31.03.10
Sundaram Finance 31.03.10
Sunflag Iron
31.03.10
Sunil Hitech Eng. 31.03.10
Super Sales India 31.03.10
Super Spinning Mill 31.03.10
Suprajit Engg.
31.03.10
Supreme Industries 30.06.10
Supreme Petrochem 30.06.10
Su-raj Diamonds 31.03.10
Surana Industries 31.03.10
Surana Telecom
31.03.10
Surana Ventures
31.03.11
Suryachakra Pow. 31.03.10
Suryaamba Spinning 31.03.10
Suryajyoti Spng. 31.03.10
Suryalakshmi Cott. 31.03.11
Suryalata Spng.
31.03.10
Suryavanshi Spng. 31.03.10
Surya Pharma.
31.03.10
Sutlej Textiles
31.03.10
Suven Life Scienc. 31.03.11
Suzlon Energy
31.03.10
Swaraj Automotive 31.03.11
Swaraj Engines
31.03.11
Symphony
30.06.10
Syndicate Bank
31.03.11
Taj Gvk Hotels
31.03.11
Talbros Automotive 31.03.10
Take Solutions
31.03.10
Tamilnadu Jai Bh. 31.03.10
Tamilnad Mer. Bank 31.03.11

113.01
33.31
131.17
13.55
46.13
22.40
67.50
10.45
16.44
116.29
9.70
12.93
15.61
50.00
20.75
635.00
36.00
294.75
50.00
60.00
39.30
6.84
336.12
71.10
12.00
40.00
103.56
197.04
3.93
18.97
21.01
55.55
162.20
12.28
3.07
5.50
12.00
25.41
96.84
61.71
27.15
10.40
24.60
76.63
2.23
16.13
13.36
3.27
13.27
14.47
10.92
11.67
311.35
2.40
12.42
7.00
573.29
12.54
12.35
12.00
13.80
0.28

14.99
19.55
29.54
358.01
14.40
93.98
27.91
53.13
22.23
110.90
86.26
47.09
88.00
570.16
25615.
1314.5
575.12
1389.4
692.71
107.32
33.29
86.83
123.28
24.89
34.52
24.65
75.60
51.13
235.50
22.85
236.93
25.50
161.81
200.88
16.64
5.85
32.48
24.42
132.14
176.39
28.20
17.73
18.09
86.77
43.96
103.91
39.33
26.70
20.95
133.39
10.86
42.30
86.79
122.56
123.16
116.12
51.27
63.71
30.48
48786.

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

2642.70 525.24 445.49 292.56 2.59 50


38.32
3.79
1.87
1.53 0.46
467.32
-27.90 -124.57 -124.57
724.09 347.14 311.09 203.51 150.19
87.16
17.49
9.29
6.10 1.32
1245.30
96.90 88.70 52.40 7.02
697.43
61.67 27.18 13.65 2.02
174.89
29.19 19.76
3.43 3.28
142.53
10.50
7.07
4.64 2.82
969.57 260.94 217.66 155.86 13.40
143.11
32.51 28.74 19.53 20.13 25
49.44
-4.01
-4.33 -2.70
260.91
18.56
6.61
8.33 5.34
5436.18 1140.25 824.40 550.88 110.18
8835.04 2319.47 1765.95 1166.24 5620.4
147843.92 33710.31 19919.75 10684.9 168.27 300
3984.63 937.40 703.80 445.77 123.83 100
7233.65 1759.25 1063.22 652.96 221.53
5810.01 1175.97 882.03 727.73 145.55 180
22272.50 173.39 170.93 106.95 17.83
696.98
14.95 11.77
4.96 1.26
179.87
24.93 18.64 11.59 16.94
30428.50 10163.81 9133.68 5042.52 15.00 110
2431.63 365.71 317.45 246.07 6.92 25
906.62
77.98 39.51 28.09 4.68
821.82
54.06 42.38 30.53 7.63 10
4102.77 1568.15 1414.84 1351.08 13.05
1395.01 1151.86 866.42 567.38 14.40
200.46
21.17 15.23
6.17 15.70
808.57
87.62 45.30 37.30 9.83
1336.35 155.33 107.85 75.01 3.57
1181.89 368.30 323.48 226.75 40.82 100
1349.63 165.98 128.10 94.91 5.85
728.44
75.40 53.89 23.46 19.10
128.41
36.80 25.72 18.08 58.89
385.38
21.74
-1.78
0.32 0.06
248.51
39.82 32.94 22.17 1.85
2016.16 269.81 216.87 155.98 12.28
1612.71 110.86 90.18 60.47 6.24
3042.81
81.56 73.74 67.74 10.98
945.02
6.95 -15.09 34.72 12.79
47.65
3.70
1.29
1.15 0.55
102.34
22.42 20.75 16.45 6.69
207.06
12.57
5.26
5.20 0.68
85.46
2.79
0.96
0.27 1.21
270.06
21.16
9.50
3.66 2.27
612.19
72.93 50.88 34.81 26.06 25
169.96
15.21
9.99
5.72 17.49 20
187.18
10.45
3.05
3.05 2.30
1134.14 111.02 90.46 76.06 5.26
1167.81 101.23 34.32 26.31 24.09 25
150.43
8.70
3.25 10.40 0.89 25
20779.21
29.37 -633.60 -982.56
67.34
2.96
2.00
1.34 5.58 30
360.63
68.81 64.35 43.91 35.35 100
193.59
56.65 55.34 36.93 52.76
12365.98 2749.78 1285.42 1047.95 18.28 37
260.66
86.34 65.73 43.34 6.91 100
246.52
19.15
9.61
8.76 7.09
366.41
44.81 40.53 32.43 2.70
85.78
7.86
3.05
0.83 0.60
1559.38 434.20 372.45 250.90 8960. 100

25 9.65 3 1103 764.19 153.19 126.78 81.77 1.00


12 26.09 3 1003 11.95 1.03 0.72 0.54
30
- 6 1009 268.69 33.69 -11.58 -11.58
- 6 1003 452.11 242.20 220.75 141.47
14 10.61 9 1012 68.63 11.85 5.17 3.44
98 13.96 9 1012 1488.7 141.00 114.70 87.20 3.00
10 4.95 3 1103 178.85 14.45 5.76 4.06
43 13.11 9 1012 157.80 24.54 15.51 18.21
30 10.64 9 1012 132.16 10.34 7.55 5.02
41 3.06 9 1012 1003.92 292.40 248.22 165.04
100 4.97 3 1103 38.23 6.77 5.78 3.72
23
- 12 1103 63.64 5.31 4.31 6.65
23 4.31 3 1006 62.24 3.20 0.28 0.71
506 4.59 3 1103 1568.38 374.39 280.36 187.76
- 3 1103 2481.6 803.90 706.46 450.35 100.0
2205 13.10 3 1103 26536.8 6079.7 1922.7 20.88
624 5.04 9 1012 3315.9 869.53 517.14 336.79
- 3 1103 2044.0 548.30 394.86 224.44 100.0
726 4.99 3 1103 1620.46 315.10 223.80 238.32
221 12.39 9 1012 14638.5 40.25 38.05 27.05
43 34.13 12 1103 1156.14 39.80 28.73 17.50
120 7.08 9 1012 179.03 22.11 17.38 11.50
159 10.60 3 1103 10056.1 3648.3 3296.3 1925.0 1.00
52 7.51 6 1009 1001.21 165.98 139.56 113.13 2.00
31 6.62 9 1012 786.71 49.38 19.60 17.51 2.00
38 4.98 3 1103 250.65 16.80 13.96 10.48
494 37.85 9 1012 4370.8 1685.5 1529.6 1418.1 1.00
359 24.93 9 1012 1463.21 1223.04 843.49 563.88 5.00
155 9.87 9 1012 173.86 13.09 8.15 1.80
147 14.95 3 1103 225.69 31.42 20.02 15.72 5.00
59 16.53 9 1012 1336.58 151.72 111.05 81.42 1.00
535 13.11 9 1012 970.61 325.81 285.55 197.03
26 4.44 3 1003 398.93 54.45 40.03 31.93
123 6.44 9 1012 488.14 51.64 32.75 19.26
241 4.09 9 1012 132.25 39.66 28.79 19.35
9 150.00 6 1009 217.82 20.53 9.68 8.92 1.00
20 10.81 9 1012 254.04 40.41 35.15 24.81 1.00
180 14.66 9 1103 1721.23 216.51 170.71 135.59 2.00
61 9.78 9 1103 1425.69 114.03 98.75 66.51
48 4.37 9 1012 2698.93 88.98 83.36 77.86
316 24.71 9 1012 812.06 58.93 42.29 31.76
15 27.27 9 1012 48.22 2.65 1.06 0.85 5.00
44 6.58 3 1103 26.59 5.19 4.66 3.97
18 26.47 12 1103 143.48 11.82 4.95 4.04
39 32.23 12 1103 120.40 6.37 4.52 3.45
35 15.42 9 1012 266.01 30.29 16.54 16.54
71 2.72 3 1103 188.20 23.24 17.17 7.82
121 6.92 9 1012 179.30 24.66 19.88 13.12
20 8.70 9 1012 208.84 18.64 13.05 10.45
21 3.99 9 1012 1152.5 119.08 96.31 77.11 1.00
213 8.84 9 1012 1152.18 157.51 106.58 61.75
22 24.72 3 1103 45.65 3.97 2.61 3.50 1.00
52
- 9 1012 10718.1 -999.06 -1405.3 -1535.0 2.00
- 3 1103 17.91 1.02 0.78 0.50
424 11.99 3 1103 96.93 17.62 16.46 11.07
1169 22.16 9 1103 178.73 50.69 49.43 33.21
114 6.24 3 1103 3416.6 671.96 318.98 289.29
107 15.48 3 1103 69.68 24.99 19.72 12.89 2.00
57 8.04 9 1012 233.62 17.69 9.34 8.47
40 14.81 9 1012 354.83 59.56 56.30 49.55 1.00
10 16.67 9 1012 67.47 8.33 4.85 4.85
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

47

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Tantia Construc.
31.03.10 16.37 81.19
Tata Chemicals
31.03.10 243.32 193.84
Tata Coffee
31.03.10 18.68 192.09
Tata Consultancy S. 31.03.11 195.72 124.69
Tata Elxsi
31.03.10 31.14 56.24
Tata Global Bevera. 31.03.10 61.84 59.45
Tata Metaliks
31.03.11 25.29 25.34
Tata Motors
31.03.10 570.60 140.57
Tata Power Co.
31.03.10 237.29 480.44
Tata Sponge Iron
31.03.11 15.40 329.28
Tata Steel
31.03.10 886.74 257.28
Tata Teleservices(M 31.03.11 1897.20
Tech Mahindra
31.03.10 122.32 220.09
Techno Electric
31.03.10 11.42 81.02
Technofab Engg.
31.03.10
7.50 66.64
Techtran Polylenses 31.03.10 10.97 21.65
Telecanor Global
31.03.10
8.58 12.73
Temptation Foods 31.03.10 25.14 123.46
Tera Software
31.03.10 12.51 46.02
Texmaco
31.03.10 12.72 42.65
Thangamayil Jew. 31.03.11 13.72 71.58
Thermax
31.03.11 23.83 108.46
Thinksoft Global 31.03.10 10.05 68.92
Tide Water Oil
31.03.10
0.87 2316.8
TIL
31.03.10
10.03 268.16
Tinplate Company 31.03.10 72.09 42.88
Titan Industries
31.03.11 44.39 233.30
Titagarh Wagons
31.03.10 18.81 237.57
TN NewsPrint
31.03.10 69.21 116.22
TN Petroproducts 31.03.11 89.97 41.90
Torrent Cables
31.03.10
8.60 152.35
Torrent Power
31.03.10 472.45 83.86
Tourism Finance
31.03.10 80.72 38.03
Transformers & Rec 31.03.11 12.92 247.14
Transport Corp.
31.03.10 14.51 42.52
TRF
31.03.10 11.00 133.79
Trimurthi Drugs
31.03.11
6.75 11.29
Triveni Engg.
30.09.10 25.79 37.80
Triveni Glass
31.03.10 12.62 44.90
TT
31.03.10 21.50 17.08
TTK Prestige
31.03.11 11.32 167.24
Tube Investments 31.03.11 37.13 55.34
Tulip Telecom
31.03.10 29.00 63.97
Tulsyan NEC
31.03.11
5.00
TV Today Network 31.03.10 28.90 52.55
TVS Motor Co.
31.03.11 47.51
Tyche Industries
31.03.10 10.07 28.76
Ucal Fuel Systems 31.03.10 22.11 121.55
Uco Bank
31.03.11 627.52 83.16
Uflex
31.03.11 72.18
Ultratech Cement 31.03.11 274.04 388.33
Union Bank of Ind. 31.03.11 635.33 176.14
Unitech
31.03.10 487.76 41.74
United Bank of Ind. 31.03.11 344.42 103.46
United Breweries 31.03.11 25.45 52.85
United Breweries H 31.03.10 66.82 218.27
United Phosphorus 31.03.10 87.91 68.07
United Spirits
31.03.11 130.79
Universal Cables 31.03.10 23.13 83.18
Usha Martin
31.03.10 30.54 53.99
Valuemart Info Tech. 31.03.10
8.01
Vamshi Rubber
31.03.10
4.21 21.00
Vardhman Acrylics 31.03.10 108.53 17.39
Vardhman Holdings 31.03.10
3.19 361.44

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

561.17
35.18 28.36 18.55 11.33
9543.79 1379.68 932.90 605.91 24.90 90
1296.27 188.13 151.61 34.32 18.37 75
37324.51 11755.88 11020.62 9068.04 46.33
389.12
67.20 50.62 48.82 15.68 70
5820.92 743.90 640.98 390.30 6.31 200
1339.46
11.21 -15.20
0.57 0.23
92519.25 7409.77 3522.64 2571.06 45.06 150
18985.84 3644.98 2767.30 1975.73 83.26
683.12 168.80 150.28 101.34 65.81
102393.12 4522.73 31.00 -2009.2
- 80
3128.24 800.61 49.91 49.90 0.26
4625.40 981.01 847.15 700.42 57.26
702.13 171.69 141.40 118.35 20.73
200.37
30.60 29.25 19.09 25.45
28.52
5.67
3.15
2.04 1.86
8.04
3.74
2.92
1.54 1.79
1276.65
98.41 87.08 62.95 25.04
105.76
17.16 14.67
9.75 7.79
931.89 150.46 138.97 93.04 7.31
658.26
48.52 47.04 31.33 22.84 50
4883.23 616.16 572.97 382.42 32.10
82.86
10.34
9.06
8.23 8.19
564.72
95.51 89.33 57.79 664.25
1063.26 110.71 91.36 59.53 59.35
793.15 135.17 101.53 67.15 9.31
6532.97 638.32 603.21 433.12 97.57 250
563.77 103.28 98.84 65.37 34.75 50
1068.66 267.48 151.92 126.06 18.21
1080.62
57.40 19.40 23.17 2.58
167.17
11.69
9.38 10.50 12.21 30
5910.37 1524.26 1187.76 837.01 17.72 30
80.07
41.98 40.07 34.08 4.22 12
541.22
64.62 58.83 40.11 31.04
1450.66
91.46 64.70 42.98 5.92
865.92
79.99 73.87 46.72 42.47 75
17.14
0.94
0.67
0.46 0.68
2259.53 201.01 117.31 90.84 3.52
30.56
-6.71
-8.61
7.73 6.13
353.60
15.59
6.03 10.47 4.87
763.57 124.61 120.35 83.75 73.98 125
5044.86 426.03 334.78 195.90 10.55 150
1966.40 456.87 321.57 231.63 15.97
876.96
24.56 14.25
9.39 18.78
284.82
68.08 46.98 30.86 5.34
6289.31 356.91 250.09 192.58 4.05
45.69
5.65
4.93
3.68 3.65
394.59
33.62
9.85
7.56 3.42
12296.21 2694.96 944.56 906.54 14.45 20
3550.79 981.61 844.80 695.93 96.42
13691.15 2560.60 1747.62 1367.35 49.90 60
18491.40 4304.99 2955.40 2081.95 32.77 80
2956.84 955.13 921.02 675.05 2.77 10
6978.51 1506.99 668.97 523.97 15.21
2778.78 367.37 263.07 167.98 6.60
394.31
41.98 31.27 70.23 10.51
5460.28 812.87 598.17 529.64 12.05
6422.72 651.43 606.30 403.04 30.82
513.53
58.19 41.32 27.14 11.73
2534.42 369.51 240.04 168.62 5.52
15.37
3.96
1.74
1.27 0.32
55.19
3.89
3.11
1.95 4.63
274.56
68.31 57.07 43.44 4.00
9.59
8.58
8.56
7.32 22.95

69 6.09 9 1012 408.37 31.21 25.91 17.02


369 14.82 9 1012 8402.5 1189.3 859.25 507.64
833 45.35 9 1012 966.70 168.37 141.30 55.03
1151 24.84 9 1012 27167.0 8422.9 7900.5 6445.1 1.00
241 15.37 9 1012 293.48 34.41 21.64 21.26
97 15.37 9 1012 4443.27 391.23 317.47 169.09 1.00
104 452.17 9 1012 930.61 8.57 -11.23 0.63
984 21.84 9 1012 87522.8 10871. 7525.9 6636.1
1229 14.76 9 1012 14435.3 3044.9 2313.9 1426.6
355 5.39 3 1103 195.44 68.07 63.55 42.83
553
- 9 1012 84929.3 10325.2 7076.8 4807.1
16 61.54 9 1012 2548.8 803.53 380.40 380.40
690 12.05 6 1009 2667.6 474.80 404.70 295.07
233 11.24 9 1012 518.76 139.04 116.05 92.89 2.00
151 5.93 9 1012 165.85 24.11 23.31 15.08
27 14.52 3 1003
7.37 1.62 1.11 0.73
26 14.53 9 1012 10.13 5.29 3.95 3.29
13 0.52 9 1012 960.24 67.73 56.07 45.18
52 6.68 12 1103 125.37 17.54 14.91 9.69
33 4.51 9 1012 12.51 10.85 8.56 6.76 1.00
160 7.01 3 1103 187.46 13.42 12.99 7.93
603 18.79 3 1103 1771.34 207.43 195.87 126.50 2.00
53 6.47 3 1006 19.76 1.71 1.16 0.74
6900 10.39 6 1009 325.39 46.37 41.57 26.25
463 7.80 9 1012 1025.6 72.44 57.25 39.90
61 6.55 9 1012 630.86 70.75 44.13 34.39
4428 45.38 9 1012 4743.3 504.59 479.24 346.62
411 11.83 9 1012 442.49 87.03 82.53 54.10
122 6.70 9 1012 869.35 233.81 149.16 129.45
17 6.59 3 1103 297.64 33.27 23.95 25.20
76 6.22 9 1012 178.24 13.18 7.38 6.06
243 13.71 9 1012 5103.1 1329.3 1031.2 715.49
26 6.16 9 1012 79.49 43.10 41.75 24.58
263 8.47 3 1103 223.69 22.20 20.76 14.61
90 15.20 9 1012 1279.88 80.15 56.82 38.57 2.00
388 9.14 9 1012 680.22 12.73 6.75 1.65
23 33.82 3 1103
3.62 0.30 0.23 0.02
39 11.08 3 1012 591.74 53.01 31.01 23.92 1.00
9 1.47 9 1012 25.72 4.04 2.87 2.87
30 6.16 9 1012 361.16 22.93 15.05 15.05
2653 35.86 3 1103 181.91 24.71 23.59 16.63
143 13.55 3 1103 1456.32 89.36 65.38 39.71 2.00
157 9.83 9 1012 1713.08 419.00 295.46 223.73 2.00
46 2.45 3 1103 383.41 9.47 6.43 4.38
64 11.99 9 1012 208.91 17.34 4.80 2.92 5.00
54 13.33 3 1103 1633.46 85.89 61.57 41.68 1.00
14 3.84 9 1012 30.68 3.24 2.70 2.35
83 24.27 9 1012 357.51 38.86 19.90 14.44
94 6.51 3 1103 3360.55 579.89 239.12 225.90
210 2.18 3 1103 985.78 254.03 217.51 181.21
1007 20.18 3 1103 4490.1 1047.5 820.76 726.77
308 9.40 3 1103 5215.81 869.54 716.28 597.57
34 12.27 6 1009 1473.1 514.05 496.44 353.80 2.00
96 6.31 3 1103 1986.52 425.03 141.23 143.23
559 84.70 3 1103 839.59 101.77 69.25 40.09 1.00
166 15.79 9 1012 275.74 48.73 41.29 27.41
157 13.03 3 1006 1468.56 207.47 160.30 142.35 2.00
943 30.60 3 1103 1617.19 128.81 115.82 77.44
63 5.37 9 1012 402.78 31.64 18.89 12.68
53 9.60 9 1012 2193.85 293.54 147.49 100.88 1.00
5 15.63 6 1009 11.19 3.65 2.19 1.83 2.00
24 5.18 9 1012 49.07 3.48 2.88 2.08
11 2.75 9 1012 295.33 45.58 37.15 24.53
412 17.95 6 1009
6.39 6.09 6.08 5.68
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

48

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Vardhman Textiles 31.03.11


Veejay Lakshmi En 31.03.10
Veljan Denison(18) 31.03.11
Venkys (I)
31.03.10
V-Guard Industries 31.03.10
Viceroy Hotels
31.03.10
Videocon Industries 30.09.10
Vijay Shanthi Build. 31.03.10
Vijay Textiles
31.03.10
Vijaya Bank
31.03.11
Vikas Granaries
31.03.10
Vikas WSP
31.03.10
Vikash Met & Pow. 31.03.10
Vimta Labs
31.03.10
Vindhya Telelinks 31.03.10
Virinchi Tech.
31.03.10
Vipul
31.03.10
Visa Steel
31.03.10
Visaka Industries 31.03.10
Vishnu Chemicals 31.03.10
Vivimed Labs
31.03.10
Voith Paper Fabrics 30.09.10
Voltamp Transform. 31.03.10
VST Industries
31.03.11
VST Tillers Tract 31.03.10
VTX Industries
31.03.10
VXL Instruments 31.03.10
Wabco-TVS(India) 31.03.10
Walchandnagar Ind. 30.09.10
Websol Energy
30.06.10
Welcast Steels
31.03.10
Welspun Corp.
31.03.10
Welspun India
31.03.10
Wendt (India)
31.03.11
West Coast Paper 31.03.10
Western India Ship 31.03.10
Wheels India
31.03.10
Whirlpool of India 31.03.10
Wim Plast
31.03.10
Wipro
31.03.11
Wyeth
30.11.10
Xpro India
31.03.11
Yes Bank
31.03.11
Zen Technologies 31.03.10
Zenith Birla
31.03.10
Zensar Technolo.
31.03.11
Zicom Electronic 31.03.10
Zodiac Cloth. Co. 31.03.10
Zuari Industries
31.03.10
Zylog Systems
31.03.10

63.65
5.07
1.80
9.39
29.85
42.41
290.17
12.69
11.50
472.67
18.12
13.74
35.12
4.42
11.82
14.86
12.00
110.00
15.88
11.95
9.96
4.39
10.12
15.44
8.64
18.17
13.34
9.48
7.61
20.97
0.64
102.16
73.09
2.00
12.55
58.93
9.87
126.87
6.00
490.80
22.72
11.11
347.15
8.89
53.74
43.30
12.70
8.39
29.44
16.45

301.38
137.97
220.02
47.40
58.08
43.98
5.58
70.31
33.14
59.09
26.36
59.15
193.54
52.03
28.82
28.61
148.42
26.54
217.93
328.52
168.75
109.17
71.82
22.46
142.57
59.43
74.08
328.75
141.99
83.85
305.25
85.47
4.37
203.01
15.74
114.03
97.33
103.72
109.29
97.92
33.77
107.07
96.85
220.25
363.06
350.38

4462.71
72.86
100.23
705.47
454.09
97.54
11526.50
67.84
120.03
6377.24
115.92
458.98
691.86
86.80
200.86
57.44
280.21
1171.48
606.27
202.77
350.01
51.83
541.97
584.57
344.54
113.57
76.71
607.51
692.05
149.62
136.95
7350.27
1866.92
91.29
628.86
76.51
1241.38
2219.23
130.52
31098.70
470.43
286.48
4665.01
52.23
486.98
1164.03
527.97
331.79
4323.73
979.94

G.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E MPeriod T.O. G.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 16.06.11 Ratio
(Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1020.03 755.36 525.26 82.52 45


7.16
2.57
1.74 3.43
31.00 26.04 16.56 92.00
91.27 82.29 54.32 57.85 40
46.66 39.51 25.47 8.53 30
16.21
3.29
1.17 0.28
1398.47 832.43 594.93 20.50
3.73
3.25
2.66 2.10
13.14
8.74
3.71 0.32
1046.67 683.82 523.82 11.08 25
40.11 32.96 21.76 12.01
163.02 132.66 119.95 8.73
14.58
5.82
3.72 1.06
18.00
4.07
2.66 1.20
15.77 11.56 11.58 9.80
10.94
4.53
4.25 2.86
27.97 26.50 17.27 1.44
132.50 85.68 47.42 4.31 10
104.76 86.37 57.21 36.03 50
16.99
7.01
1.61 1.35
48.38 39.65 31.01 31.13
15.54 12.81
8.57 19.52
128.27 122.30 82.53 81.55 125
159.68 135.26 95.01 61.53 450
64.39 61.80 42.33 48.99
10.05
4.57
3.62 1.99
1.49
0.34
0.34 0.25
132.77 118.33 78.59 41.45
35.25 21.90 22.29 5.86
9.48
-2.97 -3.00
5.98
2.35
1.27 19.84
1130.07 924.01 610.41 29.88
276.78 170.46 115.01 15.74
29.08 25.51 16.84 84.20
105.24 81.47 54.70 8.72
12.08
1.38
1.38 0.05
53.39 20.23 12.95 13.12
246.89 207.21 145.02 11.43
25.56 22.54 17.01 28.35
7059.80 6238.70 5297.70 21.59
172.07 165.24 117.85 51.87
21.13 10.51
7.38 6.64
1190.38 1092.17 727.13 20.95 25
20.33 19.74 16.84 18.94
22.76 17.49
9.29 1.73
179.55 150.13 131.73 30.42
30.91 18.74 15.03 11.83
45.21 38.87 26.19 31.22
239.15 219.64 156.96 53.32
163.61 130.01 102.46 62.29 60

228 2.76 3 1103 908.57 225.63 173.62 139.47


57 16.62 9 1012 76.12 9.49 5.79 3.19
470 5.11 6 1103 48.86 16.83 15.11 9.67
569 9.84 9 1012 627.19 91.98 84.93 57.57
224 26.26 9 1012 503.75 46.89 41.01 28.41
29 103.57 9 1012 81.69 13.88 3.09 2.62
181 8.83 3 1009 2985.46 369.23 224.92 159.92
21 10.00 9 1012 96.32 9.29 8.98 6.63
3 9.38 9 1012 88.27 12.10 8.41 5.95 1.00
72 6.50 3 1103 1751.66 109.96 24.23 54.23
15 1.25 6 1009 70.24 24.89 21.24 14.24
17 1.95 9 1012 396.54 131.82 102.30 95.46 1.00
14 13.21 6 1009 423.03 13.77 9.36 6.18
32 26.67 3 1006 22.67 4.05 0.02 0.10 2.00
192 19.59 9 1012 128.96 3.55 0.18 0.19
11 3.85 12 1103 65.23 12.40 5.75 4.68
12 8.33 9 1012 261.72 25.63 24.64 16.51 1.00
59 13.69 9 1012 903.16 78.28 42.05 28.25
104 2.89 9 1012 472.36 65.20 52.83 35.02
94 69.63 9 1012 201.20 23.89 16.08 16.08
287 9.22 9 1012 296.36 49.74 44.16 36.66
223 11.42 3 1012 14.14 4.63 3.97 2.57
539 6.61 9 1012 377.30 53.30 48.08 32.81
929 15.10 9 1012 423.21 110.19 96.00 68.11
473 9.66 9 1012 296.05 51.11 49.45 31.60
18 9.05 9 1012 116.94 11.77 5.53 4.13
20 80.00 9 1012 72.00 2.88 1.98 1.09
1039 25.07 9 1012 646.93 148.44 137.73 93.00 5.00
126 21.50 6 1103 486.56 20.21 13.05 9.41 2.00
62
- 3 1009 52.47 3.34 0.37 0.37
354 17.84 3 1003 40.76 1.85 0.94 0.35
167 5.59 9 1012 5860.4 944.69 763.91 514.97 5.00
45 2.86 3 1006 461.34 45.51 17.93 15.55
1472 17.48 3 1103 23.71 6.88 5.98 3.78
89 10.21 9 1012 724.45 139.44 69.11 67.53 2.00
10 200.00 3 1003 28.46 20.98 18.25 18.25 2.00
272 20.73 9 1012 1207.83 51.79 18.91 13.35
256 22.40 9 1012 2092.48 211.85 179.47 118.84
204 7.20 9 1012 116.14 21.86 18.59 13.01
416 19.27 3 1103 8302.4 1855.9 1627.8 1375.4 2.00
900 17.35 3 1011 118.95 43.36 41.70 31.04
55 8.28 3 1103 81.95 7.16 4.10 2.87
291 13.89 3 1103 1409.37 348.77 305.51 203.38
145 7.66 3 1006
3.25 -1.76 -1.98 -1.72
7 4.05
168 5.52 3 1103 382.53 44.21 35.18 37.82
42 3.55 9 1012 242.25 -4.67 -15.83 37.63
372 11.92 9 1012 271.07 43.89 39.19 30.91
663 12.43 9 1012 4579.9 224.19 208.23 145.75
401 6.44 9 1012 1414.45 185.09 142.90 111.19

HOW TO READ THE NUMBERS


1. M
2. YE
3. Equity
4. R&S
5. Networth
6. B.V.
7. T.O.
8. G.P.

=
=
=
=
=
=
=
=

9. O.P.

Months.
Year Ended.
Paid up Capital
Reserves & Surplus
Capital + R & S
Book Value (Cap.+R&S/Cap X F.V.)
Turnover / G.I./G.S/N.S.
Gross Profit, after interest, but
before Depreciation & Taxation.
Operating Profit

10. PBT
=
Profit Before Tax (G.P - Dep. = PBT)
11. PAT
=
Profit After Tax (PBT - Tax = PAT)
12. EPS
=
Earning Per Share (PAT/Cap. X F.V.)
13. Div.
=
Dividend %.
14. MP
=
Market Price.
15. P/E Ratio
=
Market Price/EPS.
16. HYE
=
Half Year Ended.
17. F.V.
=
Face Value.
18. Note: Consolidated figures are taken, wherever possible.
19. PAT is inclusive of Extraordinary Income, wherever
present.
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

49

MARCH QUARTER : BEST PERFORMERS

MARCH QUARTER : BEST PERFORMERS


Quarter ended 31st Mar., 2011
TO
(Rs. crs) (Rs. crs)
31.03.11 31.03.11

Company/Bank Equity
ABB
Alfa Laval (India)
Allahabad Bank
Allcargo Global
Andhra Bank
Anil
APL Apollo Tubes
APM Industries
Apollo Hospitals
Archies
Arvind
Asahi Songwon
Ashoka Buildcon
ASM Technologies
Astral Poly Technik
Automotive Axles
AVT Natural Prod.
Axis Bank
Bajaj Auto
Bajaj Electricals
Bajaj Finance
Bajaj Finserv
Ballarpur Industries
Bank of Baroda
Banswara Syntex
*Bata India
Bhansali Engg.
Bharat Electronics
Bharat Forge
BHEL
Bhushan Steel
Biocon
Bosch
Cadila Healthcare
Cairn India
Carborundum Univ.
Canara Bank
Cera Sanitaryware
City Union Bank
Core Projects
Corporation Bank
DCM Shriram Con.
Dena Bank
Dewan Housing
Dhanlaxmi Bank
Dynamatic Tech.
Edserv Softsystem
Educomp Solutions
Eicher Motors
Engineers India
Essar Oil
Facor Alloys

42
18
476
26
560
10
20
4
62
7
254
12
53
5
11
15
8
411
289
20
37
72
131
393
15
64
17
80
47
490
42
100
31
102
1902
19
443
6
41
22
148
33
333
104
85
5
16
19
27
168
1366
20

1796
292
3589
732
2662
149
270
68
621
53
1201
48
603
41
142
278
54
5817
4200
980
389
1317
1169
7169
251
311
137
2361
822
17921
1966
703
2086
1213
3654
434
7351
75
391
298
3046
1107
1588
435
342
139
42
489
1390
947
13356
95

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
1475
190
2609
586
1977
102
195
51
483
44
756
44
272
20
102
170
24
3922
3399
784
253
652
1039
5121
182
259
95
1915
564
13559
1609
658
1596
847
693
365
5507
58
282
239
2195
899
1238
272
182
120
21
332
1041
640
10482
83

22
54
38
25
35
45
39
33
29
21
59
9
121
104
39
63
119
48
24
25
54
102
13
40
37
20
44
23
46
32
22
7
31
43
427
19
33
29
39
25
39
23
28
60
88
16
103
47
34
48
27
14

87
44
780
62
712
16
27
6
76
3
139
8
65
4
17
29
9
1821
831
98
219
1152
141
1946
36
36
11
549
151
4155
533
106
347
196
2557
77
1695
12
97
102
747
46
343
29
17
17
182
147
186
704
10

10
32
658
39
527
11
16
3
48
2
55
7
46
1
12
20
5
1384
743
89
90
604
120
1547
20
20
10
244
98
2708
367
95
248
150
208
55
1430
9
74
78
545
27
280
12
10
8
138
78
162
438
8

752
38
19
60
35
43
67
86
58
26
152
24
42
277
43
49
76
32
12
10
144
91
17
26
83
76
16
125
55
53
45
11
40
31
1131
39
18
31
32
31
37
75
22
144
66
114
32
89
15
61
18

102
59
88
18
23
7
85
4
107
8
169
4
19
33
8
1687
92
110
1178
159
29
*156
10
659
184
4427
508
153
451
228
3020
82
14
103
72
82
17
18
193
186
253
603
11

20
40
58
13
16
4
58
3
59
6
52
1
16
25
5
774
83
37
620
133
20
27
8
316
126
3063
415
136
349
178
332
62
11
80
56
57
9
9
156
111
202
361
9

401
49
52
42
48
71
47
49
83
34
223
333
17
35
65
118
12
194
90
19
46
*469
25
109
47
45
22
12
29
29
810
33
29
29
29
43
87
100
24
68
25
67
24

60
38
258
50
313
10
16
4
47
2
63
7
145
2.42
13
18
5
1020
1400
57
71
873
49
1294
17
*109
8
448
100
2798
288
101
274
179
2458
49
899
8
51
70
345
29
157
59
11
8
12
146
73
166
321
7

7
25
225
34
240
8
11
2
29
1
20
5
25
0.51
12
13
3
765
529
37
25
434
44
906
9
14
6
200
61
1910
241
81
203
119
245
32
503
6
35
55
312
15
137
42
6
3
6
65
40
125
180
4

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

50

797
52
15
47
30
31
56
79
61
64
218
40
484
375
11
46
71
33
165
53
182
101
11
43
82
*663
24
124
64
47
20
25
35
51
902
52
79
32
48
28
11
87
15
40
99
214
86
124
82
33
78
78

MARCH QUARTER : BEST PERFORMERS

MARCH QUARTER : BEST PERFORMERS


Quarter ended 31st Mar., 2011
TO
(Rs. crs) (Rs. crs)
31.03.11 31.03.11

Company/Bank Equity
Finolex Cables
31
Foseco India
6
Gandhimathi Appli.
10
General Agri Corp
9
Geodesic
18
Geometric
12
Godrej Consumer
32
Godrej Industries
32
Grasim Industries
92
Greaves Cotton
49
Gruh Finance
35
Gujarat Narmada
155
Gujarat NRE Coke
558
Guj. State Fertilizer
80
HDFC
293
HDFC Bank
465
HDIL
415
Hindustan Zinc
845
HPCL
339
IDBI Bank
985
IDFC
2301
Imp Powers
8
India Infra. Finance
2000
Indian Metals
26
Indo Rama Synthetic 152
Indraprastha Gas
140
Indusind Bank
466
Info Edge (India)
55
Infosys Tech.
286
IOB
619
Ircon International
10
ITC
774
J&K Bank
48
Jagran Prakashan
63
Jamna Auto Indus.
39
Jaypee Infratech
1389
Jindal Poly Films
46
JSW Steel
223
Jubilant Foodworks
65
JVL Agro Industries
13
Kajaria Ceramics
15
Karur Vysya Bank
117
KEC International
51
Kennametal India
22
Kilburn Engg.
13
Kwality Dairy
20
Lakshmi Vilas Bank
98
LGS Global
25
LIC Housing Finance
95
LMW
11
Lokesh Machines
12
M&M Financial Ser.
102

539
56
67
20
238
170
1007
1404
6502
453
118
842
459
1122
3785
6724
524
3197
39667
5701
1302
83
1045
289
871
511
1230
81
7250
3917
1462
5960
1133
283
268
715
697
7283
194
603
282
695
1557
126
46
472
343
126
1354
539
45
613

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
464
40
49
7
175
127
512
1047
5474
358
93
507
396
783
2899
5004
434
2498
31321
4628
1023
62
808
172
646
290
853
65
5944
2830
1133
5142
875
236
205
115
432
5481
124
352
215
519
1356
99
37
339
269
103
962
363
36
473

16
39
36
196
36
34
97
34
19
26
27
66
16
43
31
34
21
28
27
23
27
34
29
68
35
76
44
25
22
38
29
16
29
20
31
521
61
33
56
71
31
34
15
28
24
39
28
21
41
49
25
30

31
8
7
6
97
22
172
144
1350
59
51
95
52
278
2097
253
1841
1799
1167
1091
283
50
155
107
298
26
2102
977
207
1749
296
55
21
329
154
1233
25
18
36
146
152
26
6
30
89
21
392
41
4.37
233

25
6
5
2
75
16
105
58
1176
52
44
-84
11
29
1694
225
1448
1233
693
724
102
35
19
75
200
21
1789
456
112
1474
235
50
20
102
58
997
12
13
23
123
126
17
3
16
55
18
293
29
3.75
212

26
46
42
235
30
34
64
146
15
15
17
361
851
24
12
27
46
68
51
177
41
698
44
49
28
18
114
85
19
26
11
10
222
166
24
115
43
51
18
21
54
100
86
63
18
34
42
17
10

28
9
5
7
107
28
195
148
1674
74
52
234
70
344
1559
261
2258
2152
421
5
280
46
188
131
42
244
2001
74
20
337
187
1445
34
21
36
132
35
5
20
19
431
88
6
263

10
7
2
2
83
21
117
109
1410
57
44
-8
17
95
1271
233
1655
1599
311
4
81
39
40
97
24
142
1659
67
11
112
94
1170
17
12
26
113
26
3
9
16
300
67
4
225

187
38
134
281
28
33
66
35
19
30
18
299
260
23
12
36
35
36
22
247
18
369
35
73
72
21
10
89
202
100
23
96
72
38
16
34
90
127
20
44
31
53
17

19
6
1.45
6
93
18
142
109
865
47
42
137
51
205
1142
1115
197
1771
1123
516
287
3
185
24
101
69
172
27
1818
434
157
1281
139
42
12
250
106
794
19
16
18
115
79
20
4
16
27
14
315
44
3
166

-5
4
1.02
2
69
12
92
76
654
34
33
-38
1
37
926
837
178
1239
758
318
228
2
45
19
5
51
98
13
1600
127
82
1028
120
36
0.67
89
46
611
10
9
13
99
63
14
2
5
-21
11
214
31
1
144

38
42
241
33
51
54
42
32
39
27
3693
457
23
33
11
43
48
62
26
25
307
28
1902
34
74
103
14
241
91
25
15
16
1763
182
129
30
86
72
44
17
25
46
92
198
22
47
44
85
15

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

51

MARCH QUARTER : BEST PERFORMERS

MARCH QUARTER : BEST PERFORMERS


Quarter ended 31st Mar., 2011
TO
(Rs. crs) (Rs. crs)
31.03.11 31.03.11

Company/Bank Equity

Mac Charles (India)


7
Madhucon Projects
7
Magma Fincorp
26
Maharashtra Seam.
35
Mahindra Holidays
84
Manjushree Tech.
14
Mayur Uniquoters
5
MIRC Electronics
14
Mirza International
19
MM Forgings
12
Nagarjuna Fertilizers 428
Nahar Spinning
18
NCL Industries
35
Neha International
17
Nelcast
17
Nestle India
96
Net 4 India
20
NMDC
396
Novartis India
16
NTPC
8245
Nuclear Power Cor. 17909
Oberoi Realty
328
OCL Iron and Steel
13
Oil India
240
Page Industries
11
Panama Petrochem
6
Parabolic Drugs
62
Pennar Industries
61
Petronet LNG
750
P I Industries
11
Piramal Glass
80
PTC India
295
Radico Khaitan
27
Rain Commodities
71
Rajvir Industries
3
Ramakrishna Forg.
16
Rane Brake Lining
8
Rane Engine Valve
5
Rashtriya Chemical
552
REI Agro
96
Rolta India
161
R P P Infra Projects
23
R S Software
11
RSWM
23
Rupa & Co.
8
Rural Electrification
987
Sagar Cements
15
Sangam(India)
39
Sathavahana Ispat
35
Savita Oil Tech.
15
SBH
21
SEL Manufacturing
99

33
593
269
551
166
67
72
574
118
77
782
360
136
28
154
1810
92
3770
181
15980
3611
267
71
2097
111
128
208
389
3986
213
334
2079
257
1344
75
125
84
77
1619
976
460
79
53
603
189
2188
168
358
191
433
2482
481

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
15
486
216
407
130
48
47
393
100
52
517
311
62
15
91
1480
60
1983
157
12718
1954
169
60
1880
83
85
168
289
2385
140
290
1243
218
755
57
83
65
69
1401
1214
395
33
39
412
161
1834
124
229
115
344
1948
289

123
22
24
35
27
40
51
46
18
49
51
16
120
92
70
22
53
90
15
26
85
58
19
12
35
51
24
34
67
51
15
67
18
78
31
50
29
12
16
-20
17
140
35
46
18
19
36
56
65
26
27
66

19
51
161
136
54
9
9
15
20
98
52
32
7
6
350
10
2697
34
3581
1173
138
8
596
14
15
35
41
306
36
63
33
30
347
11
15
5
8
73
202
99
9
88
17
828
33
43
28
46
804
86

6
19
130
105
46
5
4
10
11
71
43
9
4
2
283
6
1354
31
2312
341
106
6
390
12
4
27
33
157
19
34
8
25
114
8
8
3
5
-17
138
82
3
38
12
717
3
21
9
32
652
42

210
166
24
29
19
88
118
49
81
37
20
256
78
225
24
73
99
11
55
244
29
21
53
22
314
28
23
95
91
87
309
20
206
34
92
73
57
46
21
209
130
42
15
907
99
208
42
23
103

20
41
73
154
64
11
10
17
18
14
83
54
31
7
9
391
15
3182
52
3955
1600
173
7.28
1178
18
14
25
38
340
35
72
49
32
326
8
17
8
11
171
104
178
10
10
86
15
947
35
46
29
54
67

7
23
50
120
52
7
5
12
12
9
73
48
12
4
3
317
10
1625
43
2812
720
114
6.62
912
17
8
17
30
184
18
42
23
18
94
5
10
6
8
142
54
145
3
5
45
12
754
8
26
13
40
30

179
78
45
28
23
60
93
38
54
47
13
12
165
60
206
23
59
96
22
41
122
52
10
29
10
86
46
27
84
97
69
112
79
248
63
76
47
41
20
93
23
203
100
92
21
26
354
75
117
35
121

16
19
44
91
40
4
7
10
9
15
28
25
21
6
4
256
6
2099
34
2782
953
137
4
563
13
10
15
21
206
20
33
34
17
202
2
8
4
5
96
68
84
8
7
45
9
700
19
21
18
33
450
32

5
7
26
75
32
3
3
5
6
5
23
19
1
4
1
202
3
1066
28
2018
303
105
3
431
10
5
12
14
97
11
11
14
10
59
1
4
2
2
69
32
67
2
3
25
7
561
0.25
8
10
24
257
10

227
180
70
21
25
22
156
87
51
239
24
29
1835
51
253
27
79
97
23
38
214
30
26
31
30
93
31
46
112
93
186
142
82
242
65
97
126
110
38
109
25
233
164
82
27
25
7608
174
85
35
75
239

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

52

MARCH QUARTER : BEST PERFORMERS

MARCH QUARTER : BEST PERFORMERS


Quarter ended 31st Mar., 2011
TO
(Rs. crs) (Rs. crs)
31.03.11 31.03.11

Company/Bank Equity
Shanthi Gears
Shriram City Union
Siemens
SML Isuzu
Solar Industries
South Indian Bank
Spanco
State Bank of B&J
State Bank of Patiala
State Bank of Trava.
Steel Exchange Ind.
Sterlite Industries
Sumeet Industries
Sundaram Clayton
Sundram Fasteners
Sunil Hitech Eng.
Suprajit Engg.
Supreme Petrochem
Surya Pharma
Suryajyoti Spinning
Suryalakshmi Cot.
Suryalata Spinning
Sutlej Textiles
Suven Life Science
Suzlon Energy
Swaraj Engines
Symphony
Syndicate Bank
Tamilnadu Petroprod.
Tata Sponge Iron
Tata Steel
Tecpro Systems
Thangamayil Jew.
Thermax
Titan Industries
TTK Prestige
TVS Motor Company
Ucal Fuel Systems
Uflex
UltraTech Cement
United Bank of India
United Breweries
United Spirits
V-Guard Industries
Vardhman Textiles
Veljan Denison
Walchandnagar
Wendt (India)
Yes Bank
Zensar Tech.
Zylog Systems

8
50
68
14
17
113
28
50
295
50
43
336
40
19
21
12
12
97
19
18
13
3
11
12
355
12
7
573
90
15
959
50
14
24
44
11
48
22
72
274
344
25
131
30
64
2
8
2
347
43
16

58
400
3034
282
202
764
455
1568
2044
1620
511
10056
251
226
476
239
82
512
447
129
188
69
450
46
7372
97
100
3417
298
195
29396
961
187
1771
6521
182
1633
125
986
4490
1987
840
1617
223
909
31
287
24
1409
383
501

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
35
277
2212
221
157
558
370
1242
1735
1277
250
7228
135
149
362
175
58
412
351
78
120
46
333
36
6164
76
70
2742
227
171
25022
741
112
1219
4674
124
1217
108
704
1909
1559
573
1266
142
761
14
121
19
825
236
339

65
44
37
27
29
37
23
26
18
27
104
39
86
51
32
37
43
24
27
65
57
49
35
26
20
27
42
25
31
14
17
30
68
45
40
47
34
16
40
135
27
46
28
56
19
115
137
23
71
62
48

16
298
410
20
37
153
52
374
548
315
18
2707
14
18
41
32
12
45
64
11
23
12
55
3
773
14
31
672
6
59
10287
197
17
184
552
23
67
256
860
425
72
220
17
214
11
6
349
36
73

8
198
262
17
15
52
43
302
453
278
7
1896
6
3
26
13
10
35
38
-0.23
12
5
28
1
390
11
22
553
3
48
7869
149
7
136
335
17
56
90
316
287
40
184
11
111
5
4
258
30
54

110
51
56
23
151
197
22
24
21
13
156
43
130
527
58
145
17
30
68
95
167
100
212
98
19
41
22
96
23
31
32
138
35
65
35
21
184
172
48
81
20
56
92
126
37
35
19
34

23
118
458
20
43
41
14
3648
17
31
46
31
13
49
38
11
23
13
58
4
741
18
31
33
68
10923
172
13
207
633
25
86
16
254
1047
102
129
20
226
11
11
7
44
72

14
70
298
15
25
38
4
2673
5
15
36
19
10
37
30
4
13
5
34
1
252
14
22
9
54
8297
141
5
164
381
18
33
8
92
400
75
94
12
166
4
6
5
37
50

63
68
54
38
71
10
284
37
214
113
30
64
25
34
27
146
79
159
73
174
194
22
41
271
27
32
22
175
26
66
35
162
89
179
162
35
38
72
36
193
78
27
19
45

10
77
278
12
21
82
23
188
224
238
2
1925
10
16
24
15
8
30
28
6
8
7
53
4
432
11
21
289
25
43
6866
110
8
127
430
17
42
8
181
727
143
40
77
14
139
7
5
4
203
38
34

5
45
181
9
15
39
20
166
175
217
-3
1425
2
4
18
-4
5
20
21
1
4
2
15
2
-188
9
14
168
2
33
5047
91
4
-16
250
13
20
3
48
229
46
26
57
6
76
2
2
3
140
27
30

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

53

85
70
53
41
44
112
14
13
28
10
35
356
273
36
55
50
32
473
89
210
262
122
20
43
72
954
28
36
21
112
72
30
105
201
276
218
209
53
36
134
84
242
171
33
45
38
13

FULL YEAR : BEST PERFORMERS

FULL YEAR : BEST PERFORMERS


Year ended 31st Mar., 2011

Company
Accel Frontline
Ador Fontech
Allahabad Bank
Ambika Cotton
Anil
APL Apollo Tubes
APM Industries
Apollo Hospitals
Archies
Arvind
Asahi Songwon
Ashoka Buildcon
ASM Technologies
Astra Micowave
Astral Poly Technik
AVT Natural Prod.
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Bannari Am. Spinn.
Banswara Syntex
BGR Energy
Bhansali Engg.
Bharat Forge
BHEL
Bhushan Steel
Biocon
Brigade Enterprise
BS Transcomm
Cadila Healthcare
Cairn India
Carborundum Univ.
Career Point Info.
Chartered Logistics
Cholamandalam In.
Cera Sanitaryware
CMC
Coal India
Compuage Infocom
Core Projects
Coromandel Intl.
Dabur India
Dewan Housing
Dhunseri Petroch.
DQ Entertainment
Dr.Reddys Labs.
Dynamatic Tech.
Edserv Softsystem
Elecon Engineering
Elgi Equipments

TO
Equity
(Rs. crs) (Rs. crs)
31.03.11 31.03.11
23
4
476
6
10
20
4
62
7
254
12
53
5
16
11
8
289
37
72
111
16
15
72
17
47
490
42
100
112
22
102
1902
19
18
10
119
6
15
6316
5
22
28
174
104
35
79
85
5
16
19
16

394
148
12472
327
506
900
241
2332
189
4090
184
1302
114
163
411
138
16642
1392
2443
898
549
808
4750
464
5087
41867
7000
2777
461
872
4630
10278
1644
79
184
1156
243
1084
50234
1374
1091
7636
4110
2105
1557
208
7469
501
122
1185
941

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
265
119
9945
223
375
618
196
1826
157
3261
127
796
69
108
291
83
11974
910
984
717
355
631
3073
313
3328
33173
5640
2375
355
517
3687
1623
1307
62
124
883
191
876
44615
1088
847
6452
3416
1043
1140
175
7028
444
52
1054
678

49
24
25
47
35
46
23
28
20
25
45
64
65
51
41
67
39
53
148
25
54
28
55
48
53
26
24
17
30
69
26
533
26
28
49
31
27
24
13
26
29
18
20
102
37
18
6
13
134
12
39

18
24
3074
75
54
83
25
307
17
384
26
181
10
30
43
21
3251
734
1814
886
93
105
532
48
530
8467
1805
436
132
111
899
7052
258
29
129
41
200
11789
21
335
993
706
251
38
1263
56
55
145
130

5
18
2573
40
31
54
13
227
14
237
15
148
5
13
34
13
2450
330
791
706
42
67
338
31
93
5825
1244
338
47
54
675
623
194
23
24
30
157
9187
17
240
709
598
169
32
201
40
24
124
95

236
35
19
87
73
54
91
35
18
62
68
22
101
128
27
61
33
123
129
25
122
56
57
53
468
45
45
29
180
105
33
1031
33
23
440
38
27
28
24
39
40
18
48
20
529
39
130
17
36

19
29
84
61
71
27
340
21
348
27
322
10
37
53
20
4565
382
1690
2393
121
95
498
45
692
9612
1688
604
183
90
969
8083
308
40
19
133
48
222
18136
14
330
1050
770
482
225
71
56
56
159
152

13
20
45
36
49
14
276
17
220
16
184
4
22
42
13
2541
142
852
1399
48
68
315
25
181
7081
1361
492
68
42
738
1165
216
30
9
87
36
197
15294
10
249
768
651
216
146
54
38
25
123
112

40
10
37
18
- 1440
88
42
66
40
44
50
88
14
23
182
23
11
58
165
71
20
75
208
118
7
67
19
25
34
54
11
80 3455
169
247
98
1115
71 2323
152
39
40
47
58
323
83
33
283
297
36 6053
24 1033
23
368
167
121
114
51
31
711
594 6334
43
171
35
27
106
10
53
85
32
28
13
179
19 10867
40
9
33
225
37
694
18
569
123
358
54
127
31
31
- 1104
46
22
122
41
29
88
36
89

6
13
1228
18
24
30
7
152
9
50
10
80
3
7
28
7
1595
89
555
1357
15
31
201
11
-76
4327
846
293
47
24
505
1051
102
20
4
53
20
143
9622
6
172
468
503
155
89
27
107
11
18
66
58

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit * 9 months, **15months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

54

72
45
17
141
68
67
109
20
23
230
110
159
121
167
20
64
117
176
101
71
158
52
60
217
40
22
25
155
117
41
503
68
38
146
60
40
25
13
38
31
48
13
131
43
15
934
106
129
33
54

FULL YEAR : BEST PERFORMERS

FULL YEAR : BEST PERFORMERS


Year ended 31st Mar., 2011

Company
Engineers India
Essar Oil
Facor Alloys
Ferro Alloys
GAIL
General Agri Corp
Geodesic
Geometric
Gillanders Arbuth.
Gitanjali Gems
Godrej Consumer
Godrej Industries
Gruh Finance
Gujarat Industries
Gujarat Narmada
Gujarat NRE Coke
Guj. State Fertilizer
Gulf Oil Corporation
HDFC
HDIL
Hinduja Foundries
Hindustan Copper
Hindustan Zinc
HPCL
HSIL
ICICI Home Finance
IDFC
Indian Metals
Indo Rama Synthetic
India Infra. Finance
Indraprastha Gas
Info Edge (India)
Infosys Tech.
Infronics Systems
Ingersoll-Rand
Ipca Laboratories
Ircon International
ITC
Jagran Prakashan
Jamna Auto Indus.
Jayant Agro
Jaypee Infratech
Jindal Cotex
Jindal Poly Films
JSW Energy
JSW Steel
Jubilant Foodworks
Jupiter Bioscience
JVL Agro Industries
Kajaria Ceramics
Kallam Spinning

TO
Equity
(Rs. crs) (Rs. crs)
31.03.11 31.03.11
168
1366
20
19
1268
9
18
12
21
85
32
32
35
151
155
558
80
20
293
415
29
463
845
339
13
1099
2301
26
152
2000
140
55
286
7
32
25
10
774
63
39
8
1389
45
46
1640
223
65
65
13
15
7

2848
47120
395
494
35107
86
874
621
749
9456
3664
4389
359
1089
2846
1594
4755
1103
25793
1850
551
1143
9912
138493
1095
1246
4917
1078
2826
1952
1750
322
27501
41
499
1899
3165
22586
1115
903
1163
2779
269
2669
4294
24116
678
331
2175
953
136

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
2014
36633
267
353
27035
45
637
512
618
6528
2057
3508
308
950
2614
1402
4019
1043
25452
1502
392
1305
8017
111468
817
1590
4033
622
2549
1560
1084
237
22742
13
382
1567
3153
19405
942
613
905
641
146
1591
2355
19074
424
233
1234
736
82

41
29
48
40
30
93
37
21
21
45
78
25
16
15
9
14
18
6
1
23
41
-12
24
24
34
-22
22
73
11
25
62
36
19
226
31
21
0.38
16
18
47
29
334
84
68
82
26
60
42
76
29
66

640
1920
48
62
5732
21
361
69
81
558
612
208
124
187
256
190
1025
39
1020
37
262
5148
2879
151
352
4150
308
245
460
396
73
8102
59
320
299
7020
286
85
58
1802
22
824
1297
3319
91
89
70
119
26

488
1126
21
17
4756
11
246
61
52
395
399
102
94
142
157
126
307
0.86
718
29
178
4458
2566
95
243
3352
102
67
247
309
56
6910
47
284
200
5950
232
63
37
576
9
237
1077
2889
41
75
46
89
13

31
71
130
264
21
91
46
14
57
41
53
105
33
32
63
51
234
4441
42
27
47
15
12
58
45
24
202
268
86
28
32
17
25
13
50
18
23
35
59
213
162
248
20
15
120
19
52
34
98

813
1566
52
69
6687
22
397
94
89
440
703
378
127
246
503
174
1259
88
5293
1065
33
356
6634
4118
174
1819
296
358
446
489
114
6
107
396
413
8134
358
78
41
1823
23
949
1265
4001
122
117
72
119
26

683
756
24
34
5647
11
303
83
60
269
444
263
96
216
337
121
530
17
3975
778
22
234
5348
3671
107
1469
98
157
238
402
87
3
80
313
268
6890
310
39
28
604
11
382
1004
3499
57
93
45
78
13

19
107
114
105
18
90
31
13
48
63
58
44
33
14
49
44
138
408
33
37
51
52
20
12
62
24
202
129
87
22
30
96
33
27
54
18
16
100
46
202
106
149
26
14
112
25
61
52
102

531
654
33
38
3981
21
344
58
54
355
515
293
92
163
267
102
749
57
4528
823
7
224
4900
1704
78
233
1282
165
139
296
260
63
6823
3
69
263
259
5018
206
38
25
1435
11
591
842
1754
71
53
54
61
14

440
29
14
14
3292
11
224
47
25
200
340
203
69
107
124
52
254
-18
3241
567
0.35
155
4041
1477
44
161
1062
41
7
154
216
52
6219
2
47
205
182
4168
176
11
12
487
7
208
745
1598
33
42
29
36
6

21
2155
134
169
21
93
54
23
114
77
52
44
33
53
115
96
194
40
45
2037
45
21
15
79
45
21
303
1855
92
21
21
10
43
45
28
42
20
17
241
97
194
45
183
13
10
118
25
86
69
131

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit * 9 months, **15months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

55

FULL YEAR : BEST PERFORMERS

FULL YEAR : BEST PERFORMERS


Year ended 31st Mar., 2011

Company

TO
Equity
(Rs. crs) (Rs. crs)
31.03.11 31.03.11

Kandagiri Spinning
4
Kaveri Seed Co.
14
Kilburn Engg.
13
KPR Mill
38
Kwality Dairy
20
Lanco Infratech
239
L & T Infra. Finance
702
L G Balakrishnan
8
LGS Global
25
LIC Housing Fin.
95
LMW
11
Lokesh Machines
12
Lupin
89
M&M Financial Ser.
102
Madhucon Projects
7
Magma Fincorp
26
Maithan Alloys
15
Manjeera Const.
13
Manjushree Tech.
14
Mayur Uniquoters
5
Midfield Industries
13
Mindteck (India)
24
MIRC Electronics
14
Mirza International
19
MM Forgings
12
MOIL
168
MSP Steel & Power
58
Nagarjuna Fertilizer
428
Nahar Spinning
18
National Aluminium
1289
NCL Industries
35
Neha International
17
Net 4 India
20
NIIT Technologies
59
Nile
3
NMDC
396
Novartis India
16
Nuclear Power Co. 17909
Oberoi Realty
328
OCL Iron and Steel
13
ONGC
4278
Opto Circuits
186
Page Industries
11
Panacea Biotec
6
Panama Petrochem
6
Parabolic Drugs
62
Pennar Industries
61
Petronet LNG
750
P I Industries
11
Pipavav Shipyard
666
Piramal Glass
80

152
235
127
1107
1608
7784
704
710
486
4680
1837
146
5832
2044
1705
872
594
125
216
249
132
241
1940
474
272
1140
510
3091
1404
6056
365
56
304
1232
299
11369
746
6016
996
243
121929
1586
492
1170
464
635
1373
13197
721
868
1240

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
106
164
88
834
1054
8184
450
552
384
3456
1163
97
4871
1561
1323
719
478
60
149
165
91
227
1527
380
166
969
395
1993
1119
5174
234
34
195
914
145
6239
658
3807
790
192
103439
1078
339
926
319
519
890
10649
544
629
1126

44
43
43
33
53
-5
56
28
26
35
58
51
20
31
29
21
24
107
45
51
46
6
27
25
65
18
29
55
25
17
56
67
56
35
107
82
13
58
26
26
18
47
45
26
45
22
54
24
33
38
10

16
124
96
1537
300
60
74
1106
161
19
1020
749
138
533
83
28
36
25
9
53
72
735
87
331
234
1163
68
15
38
205
17
8521
156
1605
553
18
32127
394
81
192
51
109
150
1032
110
118
200

8
94
48
1256
191
52
56
898
96
14
860
506
89
432
42
18
24
17
6
40
42
577
58
237
119
783
47
9
23
134
9
4346
136
577
464
7
27379
339
55
83
31
92
111
686
75
-39
114

96
32
99
22
57
16
33
23
68
34
19
48
55
23
95
54
52
46
56
33
72
27
49
40
97
49
45
71
62
52
83
96
14
178
19
138
17
16
47
131
68
19
35
50
45
76

22
51
14
219
64
1851
73
67
1300
332
19
1168
764
128
210
105
23
42
40
20
14
61
67
48
913
86
293
248
1946
60
15
53
249
12
9852
221
2555
639
17
54945
444
98
229
53
86
136
1091
107
106
235

12
35
7
140
32
1449
58
45
918
242
13
960
550
116
143
56
13
26
27
14
10
47
39
23
732
51
240
150
1474
44
10
36
178
7
5284
182
1195
490
8
49180
318
68
180
34
54
98
760
70
-7
116

78
9
43
38
107
9
57
72
103
47
28
945
201
24
46
48
52
42
974
37
153
39
7
22
863
39
493
11
51
47
120
88
72
69
15
64
15
47
25
45
13
40
9
31
29
72
39
107
30
25
588
70
50
22
117
65
120
32 1069
35
23
55
14
46
21
40
185
84
7
86 6499
22
147
114 1376
30
517
112
8.70
12 22456
40
367
45
59
27
132
56
37
60
52
38
76
44
620
52
65
44
103
93

3
29
4
50
18
628
111
25
33
662
100
4
682
356
46
70
30
10
11
16
8
3
20
19
10
466
32
66
53
814
12
9
12
128
3
3447
116
416
458
0.20
19404
260
40
72
24
34
50
405
42
-46
4

177
29
112
43
164
51
81
84
59
47
54
77
27
38
11
71
138
49
40
56
53
173
45
109
185
26
57
77
124
31
100
56
84
45
122
89
26
231
13
4250
16
41
48
83
54
53
52
53
55
2000

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit * 9 months, **15months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

56

FULL YEAR : BEST PERFORMERS

FULL YEAR : BEST PERFORMERS


Year ended 31st Mar., 2011

Company
Polaris Software
Power Finance
Power Grid Corp.
Powersoft Global
Prestige Estates
PTC India
PVR
Radico Khaitan
Rajvir Industries
Ramakrishna Forg.
Ramky Infrastruct.
Rane Brake Lining
Rane Engine Valve
Rane Holdings
Redington (India)
REI Agro
Reil Electricals
Reliance Industries
Riddhi Siddhi
R P P Infra Projects
R S Software
RSWM
Rupa & Co.
Rural Electrification
Sadbhav Engg.
Sambandam Spinn.
Sangam(India)
Sathavahana Ispat
Savita Oil Tech.
S E Investments
SEL Manufacturing
Shanthi Gears
Shipping Corporat.
Shiva Texyarn
Shree Ganesh Jew.
Shriram City Union
Shriram EPC
Shriram Transport
Sicagen India
SML Isuzu
Solar Industries
Spanco
Sri Chamundeswari
Steel Exchange Ind.
Sterling Tools
Sterlite Industries
Sumeet Industries
Sun Pharma
Sun TV Network
Sundaram Clayton
Sundram Fasteners
Sundaram Finance

TO
Equity
(Rs. crs) (Rs. crs)
31.03.11 31.03.11
50
1148
4630
45
328
295
27
27
3
16
57
8
5
14
79
96
4
3273
11
23
11
23
8
987
15
4
39
35
15
41
99
8
466
22
61
50
44
226
40
14
17
28
24
43
7
336
40
104
197
19
21
56

1612
10128
8389
68
1543
9065
461
996
275
410
3147
306
288
1609
17468
3724
32
248170
1002
216
199
2149
650
8257
2336
207
1172
679
1548
181
1703
165
3543
398
5855
1318
1675
5342
797
893
680
1471
360
1156
248
30429
822
5721
2013
809
2297
2350

TO
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
1327
8002
7127
45
1024
7772
339
836
207
285
2042
236
236
1180
13770
3693
21
192461
746
147
166
1675
532
6550
1334
142
852
385
1178
88
938
126
3463
195
3478
1072
1370
4436
519
722
560
1191
197
697
180
24682
376
4007
1453
523
1719
2013

21
27
18
52
51
17
36
19
32
44
54
29
22
36
27
1
57
29
34
47
20
28
22
26
75
46
37
76
31
106
82
31
2
104
68
23
22
20
53
24
21
24
82
66
38
23
119
43
39
55
34
17

239
3511
4852
9
313
136
122
41
48
349
22
21
128
437
747
5
24518
229
28
271
64
3224
265
130
94
156
148
226
44
245
63
368
946
167
3942
61
113
186
57
70
30
7019
46
1763
50
190
467

196
2939
3890
6
174
60
105
19
31
230
18
12
99
335
580
2
20084
95
16
107
41
2483
166
65
38
124
69
129
25
89
20
208
773
118
3511
49
81
137
36
24
24
5725
24
1210
25
97
349

22
19
25
60
80
127
17
112
58
52
19
75
29
30
29
117
22
140
76
154
57
30
59
100
150
26
113
76
74
175
217
77
22
42
12
23
40
36
59
192
23
23
92
46
99
96
34

272
3548
6024
11
319
202
83
127
32
54
319
32
33
166
376
445
5
38850
242
28
32
286
55
3503
209
30
147
96
186
90
227
71
1122
59
305
368
115
1849
34
60
137
146
44
40
30
10164
54
2240
1624
88
228
627

213
3017
4606
8
207
138
28
76
12
29
202
26
23
132
299
263
3
31044
101
14
21
142
42
2683
129
17
89
46
149
36
132
51
856
22
176
291
85
1340
14
39
99
118
31
15
25
7392
23
1568
1121
51
146
449

27
202
18 2619
31 2697
45
8
54
167
47
139
195
8
68
73
172
14
84
22
58
206
24
15
46
11
26
70
25
226
69
282
81
4
25 20286
141
164
101
19
49
22
101
134
31
34
31 2585
62
93
75
13
65
57
109
57
25
109
148
61
72
112
38
28
31
567
171
27
73
294
27
241
34
74
38 1217
148
26
54
37
38
76
24
73
39
18
166
18
21
16
38 5043
133
31
43 1816
45
770
71
37
56
114
40
389

153
2357
2041
4
129
94
1
42
2
11
127
10
4
42
184
157
2
16236
39
8
12
34
25
2022
36
5
17
25
86
26
72
16
377
5
167
194
47
873
10
21
59
62
12
5
12
3744
11
1351
520
12
47
274

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit * 9 months, **15months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

57

32
11
32
74
29
48
506
75
529
103
62
51
151
67
23
80
116
25
319
125
87
295
34
28
157
168
230
122
27
131
56
72
51
414
76
24
59
39
174
70
29
19
56
253
36
35
181
34
48
202
142
42

FULL YEAR : BEST PERFORMERS

FULL YEAR : BEST PERFORMERS


Year ended 31st Mar., 2011

Company
Suprajit Engg.
Su-Raj Diamonds
Surana Industries
Surana Ventures
Surya Pharma
Suryajyoti Spinning
Suryalakshmi Cot.
Suryalata Spinning
Suryavanshi Spin.
Sutlej Textiles
Swaraj Engines
Talbros Automotive
Taneja Aerospace
Tantia Construction
Tata Motors
Tata Sponge Iron
Tata Steel
TCS
Tecpro Systems
Telecanor Global
Thangamayil Jew.
Thermax
Titan Industries
TT
TTK Prestige
Tube Investments
Tulip Telecom
TVS Motor Company
Ucal Fuel Systems
Uflex
UltraTech Cement
United Breweries
V-Guard Industries
Vardhman Textiles
VBC Ferro Alloys
Venkys (India)
Vijay Shanthi Buil.
Vikash Metal
Vishnu Chemicals
Vivimed Labs
VST Industries
Wendt (India)
West Coast Paper
Wheels India
Wipro
Xpro India
Zydus Wellness
Zylog Systems

TO
Equity
(Rs. crs) (Rs. crs)
31.03.11 31.03.11
12
67
27
25
19
18
13
3
13
11
12
12
12
16
638
15
959
196
50
9
14
24
44
22
11
37
29
48
22
72
274
25
30
64
4
9
26
35
12
10
15
2
13
10
491
11
39
16

347
4841
1223
102
1599
395
612
248
289
1602
361
350
41
679
123133
683
118753
37325
1973
15
658
4883
6533
487
764
5045
2351
6289
608
3551
13691
2779
726
4463
112
852
136
850
284
417
585
91
1069
1676
31099
286
336
1916

TO
GP % CH PAT
% CH OP
OP % CH GP
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.11 31.03.10
31.03.10
31.03.11 31.03.10
31.03.11 31.03.10
249
3403
945
29
1134
270
417
170
187
1168
282
266
25
561
92519
536
102393
30029
1463
8
451
3185
4677
354
508
3177
1966
4430
504
2399
7175
1973
454
3378
84
705
68
692
203
360
482
62
627
1241
27157
204
268
980

40
42
29
249
41
46
47
46
54
37
28
31
67
21
33
28
16
24
35
88
46
53
40
38
50
59
20
42
20
48
91
41
60
32
34
21
100
23
40
16
21
48
70
35
15
41
25
95

49
141
51
22
221
41
73
37
24
192
56
8
73
12162
139
11581
10443
290
6
57
523
555
47
117
442
492
294
987
1903
253
65
871
19
104
12
35
43
76
118
24
141
81
5767
16
83
241

39
107
-15
5
142
18
29
15
10
78
45
1
63
4229
120
3551
8034
191
3
30
344
336
25
71
192
390
186
331
1658
129
44
475
7
82
3
26
27
61
75
14
90
58
5184
10
66
120

27
32
310
56
125
154
145
131
145
26
581
17
188
15
226
30
52
98
90
52
65
89
64
131
26
58
198
15
96
50
83
160
26
279
34
58
25
58
78
56
40
11
62
26
102

54
135
80
22
158
41
73
37
24
216
69
25
8
42
15093
169
16517
11756
220
7
49
616
638
35
125
426
578
357
59
982
2561
367
67
1020
18
117
13
24
27
64
160
29
189
78
7060
21
91
257

40
87
62
6
111
21
29
15
10
101
60
19
2
35
7410
146
4523
8951
176
4
24
432
383
16
75
255
457
179
12
341
1989
239
47
668
9
91
4
15
17
48
103
18
105
53
6271
16
71
164

36
56
28
250
42
95
152
146
126
113
16
29
267
18
104
16
265
31
25
93
99
43
67
126
66
67
26
100
379
188
29
53
44
53
91
29
238
63
57
33
54
59
80
47
13
35
29
57

33
137
57
16
105
16
35
20
16
114
44
13
4
27
9274
101
8983
9068
136
4
31
382
433
16
84
196
306
193
19
696
1367
168
43
525
11
73
10
10
11
49
95
17
90
25
5298
7
59
145

22
85
35
6
76
8
4
6
3
26
37
9
-3
19
2571
85
-2009
7001
110
2
16
141
251
10
52
112
232
88
-24
190
1095
97
25
261
5
54
3
4
2
31
62
10
55
13
4593
4
45
101

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit * 9 months, **15months

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

58

48
61
63
165
38
107
700
246
429
335
18
44
47
261
20
30
24
155
95
170
72
51
60
75
32
119
266
25
73
67
101
118
34
257
173
611
57
53
69
65
90
15
68
31
44

BOOK CLOSURES/RECORD DATES

COMPANY
3i Infotech
AGC Networks
Ajanta Pharma
Akzo Nobel India
Alkali Metals
Alstom Projects
Apcotex Industries
Apollo Hospitals
Apollo Tyres
Asian Hotels (West)
Astra Microwave
Astral Poly Technik
Atul
Aurobindo Pharma
Avanti Feeds
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Balkrishna Industries
Bank of Baroda
Bank of India
Berger Paints
Biocon
Bliss GVS Pharma
Blue Star
Bombay Dyeing
Britannia Industries
Cadila Healthcare
Canara Bank
Carborundum Universal
Century Plyboards
Century Textiles
Cholamandalam Investment
Coromandel Engineering
Coromandel International
Cosmo Films
Dabur India
DCM
Dena Bank
Dewan Housing Finance
Dhampur Sugar Mills
Dhunseri Petrochem
Dishman Pharma
Dolphin Offshore Enterprises
Dr.Reddys Labs
Edelweiss Capital
EIH
EIH Associated Hotels
Eimco Elecon (India)
Electrosteel Castings
Elgi Equipments
Everest Industries
Everest Kanto Cylinder
Finolex Cables

BC / RD
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC

FROM
09/07/11
12/07/11
25/06/11
12/07/11
28/07/11
01/07/11
22/07/11
09/07/11
28/07/11
27/07/11
21/07/11
25/07/11
01/07/11
22/07/11
29/07/11
01/07/11
01/07/11
01/07/11
01/07/11
18/07/11
27/07/11
25/06/11
09/07/11
22/07/11
09/07/11
18/07/11
16/07/11
27/07/11
21/07/11
11/07/11
08/07/11
26/07/11
02/07/11
28/07/11
25/07/11
14/07/11
15/07/11
07/07/11
01/07/11
09/07/11
09/07/11
20/07/11
26/07/11
22/07/11
16/07/11
23/07/11
05/07/11
11/07/11
27/07/11
27/07/11
19/07/11
05/07/11
15/07/11
16/07/11
23/07/11
23/07/11

TO

29/07/11
29/07/11
01/07/11
22/07/11
30/07/11
08/07/11
29/07/11
22/07/11
11/08/11
02/08/11
28/07/11
04/08/11
04/07/11
29/07/11
06/08/11
14/07/11
13/07/11
13/07/11
14/07/11
28/07/11
29/07/11
04/07/11
14/07/11
02/08/11
21/07/11
22/07/11
23/07/11
04/08/11
06/08/11
19/07/11
18/07/11
05/08/11
09/07/11
13/08/11
28/07/11
28/07/11
21/07/11
13/07/11
08/07/11
15/07/11
18/07/11
27/07/11
01/08/11
04/08/11
29/07/11
29/07/11
09/07/11
25/07/11
09/08/11
12/08/11
02/08/11
11/07/11
29/07/11
22/07/11
30/07/11
08/08/11

PURPOSE
15% Div. & A.G.M
22.5% Div. & A.G.M
50% Dividend
180% Div. & A.G.M
20% Div. & A.G.M
100% Div. & A.G.M
70% Dividend
75% Div. & A.G.M
50% Div. & A.G.M
40% Dividend
25% Div. & A.G.M
12.5% Div. & A.G.M
45% Div. & A.G.M
100% Div. & A.G.M
10% Div. & A.G.M
400% Div. & A.G.M
100% Div. & A.G.M
25% Div. & A.G.M
350% Div. & A.G.M
30% Div. & A.G.M
70% Div. & A.G.M
165% Div. & A.G.M
70% Div. & A.G.M
40% Div. & A.G.M
60% Div. & A.G.M
30% Div. & A.G.M
350% Div. & A.G.M
35% Div. & A.G.M
325% Div. & A.G.M
125% Div. & A.G.M
110% Div. & A.G.M
50% Dividend
100% Div. & A.G.M
55% Div. & A.G.M
15% Div. & A.G.M
25% Div. & A.G.M
300% Div. & A.G.M
50% Dividend
65% Div. & A.G.M
25% Div. & A.G.M
22% Div. & A.G.M
35% Div. & A.G.M
10% Div. & A.G.M
45% Div. & A.G.M
60% Div. & A.G.M
15% Div. & A.G.M
225% Div. & A.G.M
35% Div. & A.G.M
45% Div. & A.G.M
25% Div. & A.G.M
40% Dividend
125% Div. & A.G.M
100% Div. & A.G.M
45% Dividend
75% Div. & A.G.M
35% Div. & A.G.M

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

59

BOOK CLOSURES/RECORD DATES

COMPANY
Finolex Industries
Gabriel India
G E Shipping
Geojit BNP Paribas Financial
Geometric
Godrej Properties
Graphite India
Greaves Cotton
Gujarat Fluorochemicals
Havells India
HDFC
Hercules Hoists
Hindustan Media Ventures
HOV Services
HT Media
HUL
Hyderabad Industries
Indian Hume Pipe Company
Indian Metals & Ferro Alloys
Indian Overseas Bank
Indo Rama Synthetics
Indusind Bank
Ingersoll Rand
IP Rings
IPCA Laboratories
JB Chemicals & Pharma
JK Cement
JK Lakshmi Cement
JM Financial
JMT Auto
JSW Steel
Kalyani Forge
Kanoria Chemicals
Karnataka Bank
KEC International
Kesoram Industries
Kirloskar Brothers Investments
Kirloskar Industries
Kirloskar Oil Engines
Kolte-Patil Developers
Kotak Mahindra Bank
KSE
La Opala RG
LIC Housing Finance
Maharashtra Scooters
Mahindra Holidays
Mahindra Lifespace
Manali Petrochemical
MindTree
Mukand Engineers
Munjal Showa
NOCIL
NRB Bearing
Nucleus Software
Oriental Hotels
Persistent Systems
Petron Engineering

BC / RD
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
RD
BC

FROM
01/07/11
21/07/11
29/07/11
09/07/11
19/07/11
18/07/11
11/07/11
26/07/11
11/07/11
26/07/11
24/06/11
20/07/11
08/07/11
29/07/11
20/07/11
12/07/11
16/07/11
15/07/11
12/07/11
06/07/11
07/07/11
05/07/11
01/07/11
21/07/11
20/07/11
18/07/11
20/07/11
12/07/11
22/07/11
09/07/11
13/07/11
16/07/11
29/07/11
12/07/11
27/06/11
21/06/11
15/07/11
15/07/11
14/07/11
23/07/11
14/07/11
19/07/11
21/07/11
06/07/11
01/07/11
16/07/11
14/07/11
19/07/11
15/07/11
23/07/11
23/07/11
18/07/11
18/07/11
01/07/11
22/07/11
15/07/11
27/06/11

TO

16/07/11
28/07/11
05/08/11
12/07/11
25/07/11
22/07/11
25/07/11
27/07/11
15/07/11
29/07/11
08/07/11
27/07/11
15/07/11
03/08/11
27/07/11
27/07/11
21/07/11
27/07/11
16/07/11
12/07/11
14/07/11
15/07/11
08/07/11
28/07/11
28/07/11
25/07/11
30/07/11
16/07/11
28/07/11
14/07/11
15/07/11
23/07/11
12/08/11
23/07/11
05/07/11
05/07/11
22/07/11
22/07/11
21/07/11
30/07/11
21/07/11
28/07/11
30/07/11
20/07/11
12/07/11
25/07/11
21/07/11
29/07/11
21/07/11
28/07/11
11/08/11
27/07/11
27/07/11
08/07/11
28/07/11

07/07/11

PURPOSE
30% Dividend
70% Div. & A.G.M
45% Dividend
75% Div. & A.G.M
60% Div. & A.G.M
45% Dividend
175% Div. & A.G.M
35% Final Dividend
250% Div. & A.G.M
50% Div. & A.G.M
450% Div. & A.G.M
300% Div. & A.G.M
10% Div. & A.G.M
20% Div. & A.G.M
18% Div. & A.G.M
350% Div. & A.G.M
100% Div. & A.G.M
100% Div. & A.G.M
50% Div. & A.G.M
50% Dividend
10% Div. & A.G.M
20% Div. & A.G.M
30% Dividend
30% Div. & A.G.M
60% Div. & A.G.M
100% Div. & A.G.M
20% Div. & A.G.M
25% Div. & A.G.M
60% Div. & A.G.M
5% Div. & A.G.M
122.5% Div. & A.G.M
20% Div. & A.G.M
100% Div. & A.G.M
30% Div. & A.G.M
60% Div. & A.G.M
32.5% Dividend
25% Div. & A.G.M
25% Div. & A.G.M
200% Div. & A.G.M
16% Dividend
10% Div. & A.G.M
100% Div. & A.G.M
15% Div. & A.G.M
175% Div. & A.G.M
90% Div. & A.G.M
40% Div. & A.G.M
50% Div. & A.G.M
10% Div. & A.G.M
12.5% Div. & A.G.M
15% Div. & A.G.M
125% Div. & A.G.M
6% Div. & A.G.M
100% Dividend
25% Div. & A.G.M
80% Div. & A.G.M
15% Final Dividend
20% Div. & A.G.M
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

60

BOOK CLOSURES/RECORD DATES

COMPANY
Pfizer
Philips Carbon Black
P I Industries
Pidilite Industries
Polaris Software
Ponni Sugars (Erode)
Praj Industries
Pratibha Industries
PTL Enterprises
Rane Brake Lining
Rane Engine Valve
Rane (Madras)
Redington (India)
R S Software
Sandesh
Sasken Communication
Sesa Goa
Seshasayee Paper
Shoppers Stop
Shriram City Union Finance
Sicagen India
South Indian Bank
SREI Infrastructure Finance
Standard Industries
Sterling Tools
Sundaram Brake Linings
Sundaram Finance
Taj GVK Hotels & Resorts
Tata Chemicals
Tata Coffee
Tata Elxsi
Tata Motors
Tata Steel
TCI Developers
Thermax
Tide Water Oil
TIL
Transport Corporation
Trent
TRF
TTK Healthcare
TTK Prestige
Tube Investments of India
Uco Bank
Unichem Laboratories
Universal Cables
Usha Martin
Valecha Engineering
Vinati Organics
Visaka Industries
Voltas
VST Industries
VTX Industries
Wabco-TVS (India)
Wipro
Wyeth
Zensar Technologies

BC / RD
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC
BC

FROM
12/07/11
20/07/11
12/07/11
12/07/11
11/07/11
13/07/11
18/07/11
12/07/11
28/07/11
16/07/11
16/07/11
16/07/11
16/07/11
14/07/11
27/07/11
16/07/11
05/07/11
14/07/11
19/07/11
21/07/11
21/07/11
09/07/11
22/07/11
21/07/11
01/07/11
23/07/11
01/07/11
22/07/11
27/07/11
19/07/11
12/07/11
21/07/11
06/07/11
23/07/11
11/07/11
14/07/11
19/07/11
23/07/11
20/07/11
07/07/11
19/07/11
07/07/11
15/07/11
07/07/11
18/07/11
27/07/11
21/07/11
22/07/11
21/07/11
20/07/11
26/07/11
12/07/11
25/07/11
22/07/11
01/07/11
05/07/11
13/07/11

TO

19/07/11
29/07/11
16/07/11
26/07/11
20/07/11
15/07/11
22/07/11
15/07/11
10/08/11
22/07/11
20/07/11
19/07/11
22/07/11
20/07/11
05/08/11
22/07/11
07/07/11
23/07/11
26/07/11
28/07/11
30/07/11
15/07/11
30/07/11
04/08/11
06/07/11
27/07/11
13/07/11
26/07/11
09/08/11
05/08/11
22/07/11
12/08/11
12/07/11
28/07/11
22/07/11
20/07/11
26/07/11
28/07/11
22/07/11
12/07/11
27/07/11
15/07/11
01/08/11
14/07/11
22/07/11
02/08/11
29/07/11
29/07/11
30/07/11
22/07/11
16/08/11
14/07/11
05/08/11
27/07/11
19/07/11
19/07/11
20/07/11

PURPOSE
40% Dividend
50% Div. & A.G.M
40% Div. & A.G.M
175% Div. & A.G.M
90% Div. & A.G.M
20% Div. & A.G.M
63% Div. & A.G.M
20% Div. & A.G.M
50% Div. & A.G.M
20% Dividend
20% Dividend
25% Dividend
55% Div. & A.G.M
20% Dividend
40% Div. & A.G.M
45% Div. & A.G.M
350% Div. & A.G.M
50% Div. & A.G.M
15% Div. & A.G.M
35% Div. & A.G.M
10% Div. & A.G.M
50% Div. & A.G.M
7.5% Div. & A.G.M
15% Div. & A.G.M
50% Div. & A.G.M
40% Div. & A.G.M
70% Div. & A.G.M
100% Div. & A.G.M
100% Div. & A.G.M
50% Div. & A.G.M
70% Div. & A.G.M
200% Div. & A.G.M
120% Div. & A.G.M
5% Div. & A.G.M
450% Div. & A.G.M
600% Div. & A.G.M
60% Div. & A.G.M
25% Div. & A.G.M
75% Div. & A.G.M
20% Div. & A.G.M
40% Div. & A.G.M
125% Div. & A.G.M
75% Div. & A.G.M
30% Div. & A.G.M
140% Div. & A.G.M
20% Div. & A.G.M
100% Div. & A.G.M
16% Dividend
65% Div. & A.G.M
20% Div. & A.G.M
200% Div. & A.G.M
450% Dividend
6% Div. & A.G.M
100% Div. & A.G.M
200% Div. & A.G.M
70% Div. & A.G.M
35% Div. & A.G.M
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

61

LETTERS TO THE EDITOR

FOR COVERAGE:
Please visit our site:

www.investmentadvice.in
To cover your company in our Magazine, please
mail your Companys / Banks Annual Reports,
Results, Press Releases, Expansion, Diversification
& Modernisation Plans, Photo etc.
Mail to:

The Editor
KOMPELLA PORTFOLIO

INVESTMENT ADVICE
REGD. OFFICE: PLOT NO. A-31,
KOMPELLA HOUSE, JOURNALIST COLONY,
JUBILEE HILLS, HYDERABAD - 500 033.
PH: 23547687/23547758/FAX: 23543120
e-mail: kompella@investmentadvice.in
kompellafinance@investmentadvice.in
kompella_1986@vsnl.net

LETTERS TO THE EDITOR


Cover Story:
Your June issue Cover Story on Banking Stocks is very
interesting and you have given indepth analysis of the Banking
Sector. It is highly useful to us to select the best Banks with
low risk. It shows that the Total Business may not lead to
higher Operating Profit or Net Profit. Further, high growth rate
of Total Income & Profit may not lead to low Gross & Net NPAs.
On the valuation side, there are some good Banks with high
growth rate, high Networth, high Return on Networth, high
Book Value, high Dividend yield and low P/E Ratio, low Gross
& Net NPAs. Please give more of such Cover Stories on
different Sectors.
Mr. Sudheesh K,
via e-mail

FOR ADS:
Please visit our site:

www.investmentadvice.in
For Ad enquiries, Please Contact:

Investment Scrips:
Your Investment Scrips in the latest issue i.e. BHEL, L&T,
NTPC, Sundaram Finance & Tata Motors all are fundamentally
strong ones. So, they are recovering along with the market.
Mr. Alok Singh,
via e-mail
Stock of the Month:
I had observed that Suryalakshmi Cotton which has been
covered in your Magazine as Stock of the Month in the latest
issue has excellent fundamentals. It has low P/E Ratio and
high Book Value. The growth rate of profits are also high.
Please cover such companies under this head.
Mr. Uttam Kumar,
via e-mail

The Ad Incharge:
KOMPELLA PORTFOLIO

INVESTMENT ADVICE
REGD. OFFICE: PLOT NO. A-31,
KOMPELLA HOUSE, JOURNALIST COLONY,
JUBILEE HILLS, HYDERABAD - 500 033.
PH: 23547687/23547758/FAX: 23543120
e-mail: kompella@investmentadvice.in
kompellafinance@investmentadvice.in
kompella_1986@vsnl.net

Letters/e-mails must be sent to the Editor at :


kompella_1986@vsnl.net
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

62

TECHNICAL ANALYSIS

Shanthi Gears : Recovering


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44
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42
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40
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38
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36
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34
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32
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J
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V-Guard Industries : Rallying


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235
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225
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215
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205
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195
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185
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175
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165
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155
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145
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

JULY, 2011

63

INDEX : BSE SENSEX & NSE NIFTY

BSE Sensex (Daily Closing): at 18,693.86 as on 29th June, 2011


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21000
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Further Recovery
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20500
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20000
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19500
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19000
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18500
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18000
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17500
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17000
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J
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NSE Nifty (Daily Closing): at 5,600.45 as on 29th June, 2011


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6200
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Further Recovery
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6
1
0
0
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6000
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5900
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5800
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5700
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5600
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5500
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5400
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5300
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5200
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J
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JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

64

BANKING

The Bank formed 3.51 lakhs Self Help Groups as at March 2011,
with credit linking of 3.20 lakhs SHGs.
Extending credit under financial inclusion, the Bank has issued
3.02 lakh General Credit Cards, amounting to Rs.463 crore.
The Bank has registered a new Trust, Canara Financial Advisory
Trust to manage the Financial Literacy and Credit Counseling
Centres.
In a major thrust to push financial inclusion, the Bank, on its
Founders Day on 19th November 2010 issued 1 lakh General Credit
Cards (GCCs) and 50,000 Smart Cards and opened 9 FLCCs.
Subsidiaries/Joint Ventures/Sponsored Entities and Foreign
Branches
Total business of all 3 RRBs sponsored by the Bank reached
Rs.19860 crore, with a growth of over 13%. For the year ended
March 2011, all RRBs posted a profit after tax of Rs.72.59 crore.
All subsidiaries and sponsored entities of the Bank performed
better in FY11.
The Bank has 4 overseas branches one each at London, Leicester,
Hong Kong and Shanghai. All foreign branches recorded improved
performance during the year.
Enhanced Delivery Channels
During FY11, the Bank undertook a major branch expansion drive
across the country. The Bank, on its Founders Day on 19th
November 2010, dedicated 100 new branches and 100 new ATMs
to the nation, inaugurated by Mr.Pranab Mukherjee, Honble Union
Finance Minister. During FY11, the Bank added 211 domestic
branches and one overseas branch at Leicester, UK and a
Representative Office at Sharjah, UAE, taking the total tally under
the branch network to 3257 branches. The Bank raised $350 million

through MTN by issuing senior unsecured bonds to fund overseas


business.
100% Core Banking Solution
All branches of the Bank are brought under Core Banking Solution
(CBS). With 100% CBS, the Bank offers technology banking, such
as, Internet Banking and Funds Transfer through NEFT and RTGS
across all branches. With 2216 ATMs, the Banks debit card base
rose further to 59.69 lakhs.
Expanded Basket of New Tech Products
The Bank has further enhanced its basket of new tech-products
for customer convenience like Canara Gift Cards, Canara Campus
Card, Canara Platinum Card, Bills Desk for utility bills payment, Cash
withdrawal at Point of Sale (PoS) machines at Merchant
Establishments, VISA money transfer and the ASBA (Application
Supported by Blocked Amount) facility during FY11.
Goals for FY12
The Bank aims to reach an aggregate business figure of Rs.6.25
lakh crore, comprising total deposits of Rs.3.55 lakh crore and
advances of Rs.2.70 lakh crore.
Added thrust on Retail Business, especially retail deposits and
retail advances during FY12.
Expanding the delivery channels, the Bank plans
oTo open 250 branches.
oTo take ATM strength from 2216 to 4000 by March 2012.
Expanding global footprints, the Bank plans to open branches in
Manama, QFC-Qatar, South Africa, Germany, the USA, Brazil,
Tanzania and Representative Office in Tokyo, Japan.
Surveys to open branches in Sri Lanka, Nigeria and Kenya
completed.

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

65

BANKING

CORPORATION BANK : GROWTH WITH HEALTHY ASSET QUALITY


C

orporation Bank has impressive growth rate with healthy


asset quality. For the fourth quarter, the Total Income has
increased by 39% from Rs.2,195crs to Rs.3,046crs whereas the
Operating Profit stood at Rs.747crs against Rs.545crs recording
an increase of 37%. The Net Profit improved by 11% from Rs.312crs
to Rs.345crs. The EPS for the quarter is Rs.23/-. For the year, the
Total Income has increased by 23% whereas the Operating Profit
has increased by 23% and Net Profit by 21%. The EPS for the year
is Rs.95/- against Rs.82/-. It is an investor & customer friendly
Bank. The Dividend yield is high. It has announced 200% Dividend
against 165% last year. The Bank has strong fundamentals. The
Paid-up Capital of the Bank is small at Rs.148crs against high
Networth of Rs.7,138crs. The Return on Networth is high at 20%
for the year on increased Networth of 24%. It has low Gross & Net
NPAs of 0.91% and 0.46% respectively as on 31st March, 2011.
Technically, the scrip is moving around Rs.516/- with a low P/E
Ratio of 5 and high Book Value of Rs.482/-.
FH (in crs)

Financial Inclusion Branchless Banking


Bank has operationalised banking services in all 333
locations allocated by various SLBCs, 14 locations by the
way of Branch Model and 319 locations by the way of BC
model, by 31st December 2010, 15 months ahead of the
schedule i.e. 31.03.2012
Branchless Banking operational in 2500 locations. Added
1300 new locations during the current financial year.
Total number of no-frill accounts stood at 12.60 lakhs and
the CGCC cards issued was at 23323.
Bank has presented Financial Inclusion Model to the
Commonwealth Secretariat in London. Bank in collaboration
with Commonwealth Secretariat proposes to hold Youth
Enterprise Financing program. Bank is focusing on providing
sustainable Enterprise Development using Branchless

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.
% GNPAs
% NNPAs

31.03.11
(3M)
148.13
6989.68
7137.81
4.84
481.86
10.00
3045.78
746.58
269.50
477.08
131.75
345.33
23.31

31.03.10
(3 M)
143.44
5631.43
5774.87
5.41
402.60
10.00
2194.86
544.98
165.10
379.88
67.55
312.33
21.77

515.60
5.53
11.34
24.51
0.91
0.46

14.23
24.83
1.02
0.31

% CH
3.27
41.88
23.60
-10.54
19.69
38.77
36.99
63.23
25.59
95.04
10.57
7.07

-20.31
-1.29
-

31.03.11
(12 M)
148.13
6989.68
7137.81
19.80
481.86
10.00
10459.62
2622.40
688.76
1933.64
520.37
1413.27
95.41
20.00
515.60
5.40
13.51
25.07
0.91
0.46

31.03.10
(12 M)
143.44
5631.43
5774.87
20.26
402.60
10.00
8481.03
2136.73
474.43
1662.30
492.05
1170.25
81.58
16.50

%CH
3.27
41.88
23.60
-2.27
19.69
23.33
22.73
45.18
16.32
5.76
20.77
16.95
-

13.80
25.19
1.02
0.31

-2.10
-0.48
-

Banking Model.

Verticals have been created for corporates , mid-corporates, Retail,

Bank has implemented Urban Financial Inclusion in 50 urban

Priority sector and Asset recovery to have more focussed monitoring.

locations and branded it as Corp Shahari Vitthiya

Bank has facilitated e-Kanike / e-Donation service through its e-payment

Samaveshana Kendra.

gateway.

Bank has set up a Financial Inclusion Resource Centre at

Founders house at Udupi has been converted as a heritage building and

Heritage Centre Udupi.

Financial Research Centre.


Revitalising our business relationship with LIC of India for more business

New Initiatives

Opportunity.

As part of Urban Financial Inclusion, extended Branchless


Banking to 15 BPCL petrol bunk locations for providing basic

New Initiatives / Products launched

banking services to Drivers, cleaners, etc., at urban areas.

Priority Banking services launched for high net worth customers

Similar services have been extended to 30 locations in

Credit Delivery Camp held in association with Bardhan Financial Services,

collaboration with one MFI & NGO at Bangalore.

MFI at Kirnahar, Birbhum District, West Bengal

The Bank provides non-life micro-insurance and health

CorpMcash a new technology product mobile based valet for Retail

products through smart cards facilitating the customers to

payment launched

avail these insurance products from their own villages.

Corp Nano Super Flexi Savings Scheme with sweep facility for Micro

The Bank has also signed MOU with UIDAI for acting as

Traders / hawkers

Registrars for issue of UID numbers to residents.


JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

66

BANKING

Corp Tutor Fee scheme for financing tution fees for preparation

The Bank has operationalised and networked 1250 ATMs, across

of entrance examination of professional exams

the country inclusive of 8 Biometric ATMs.

Operation Customer outreach drive to increase retail Term

The new facilities introduced during the year are :

Deposits Corp CA to cater the various financial needs of Chartered

Instant Debit Cards

Accountants

Pin Entry after every ATM transaction as per RBI guidelines

Corp CS to cater to the various financial need of Company

OTP facility for all IVR transactions

Secretaries

16420 POS Terminals have been installed at different merchant

Corp Tax Saver Plus deposit scheme with three benefits viz.,

establishments all over the country.

High interest rate , Tax benefit under section 80C and Personal

Under Net Banking:

Accident Insurance Cover

26AS Tax Statement for online viewing of their tax credits by

Corp Home Premium NRI, a New Housing Loan scheme for Non-

customers.

Resident Indians (NRIs).

Enabled e-Payment of taxes for state of Goa, Gujarat & Maharashtra

Bank has held SME meets at 5 centres across the country as the

VAT collection software for Delhi, Maharashtra and Goa are

focus area for deployment and 82 branches taken up for focussed

enabled for collection of physical challans

lending to SME.
Looking Forward
Deposits Portfolio

Total Business in FY 2011-12 targetted at Rs.265,000 crore

CASA deposits grew at 14.42% y-o-y to Rs.30,297 crore as at

Deposits growth 33% to reach Rs.156,000 crore

March 2011

Advances growth 25% to reach Rs.109,000 crore

Advances portfolio achieved a robust growth.

200 new branches to be opened to make national presence,

Gross advances grew at 37.42% y-o-y

increase from 1361 to 1561

Average advances grew at 28.08% y-o-y

Exploring the possibility of opening branches at HongKong,

Major component of loan book was Large Industries (38.82%)

Tanzania, Nepal, Vietnam, etc.

Retail lending grew by 33.98% y-o-y


SME advances grew by 79.18% y-o-y
Information Technology
All 1423 units under CBS 100% of branches/offices under Core
Banking

The Bank celebrated its 106th foundation day by dedicating a


Heritage Museum and Financial Research Centre at Udupi, Karnataka
the Banks birthplace. The inauguration was done by Mr Pranab
Mukherjee, Honble Union Minister for Finance at a function held at
New Delhi (Photos Page 66 & 67).
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

67

BANKING

INDIAN BANK : GROWTH WITH HEALTHY ASSET QUALITY


I

Performance Highlights:
Net Interest Margin improves to 3.75%
Core Operating Profit up by 40.5% (YOY)
Advances growth 20.9%
Credit-Deposit Ratio improves to 71.6%
Gross NPAs down at 0.98%
Net NPAs down at 0.53%
Indian Bank continued its creditable performance during the
year ended March 31, 2011 in all the key parameters.
Final dividend of 75% announced.
Performance Highlights for the year ended March 2011
The Bank recorded an Operating Profit of Rs.3292 crore for
the year ended March 2011 as compared to Rs.2747 crore
for last year, registering a growth of 19.8 per cent on a
healthy growth in Net Interest Income.
Net Profit improved by 10.2 per cent (Rs.159 crore) to Rs.1714
crore for the year ended March 2011 as compared to Rs.1555
crore for the last year.
Interest Income improved by 21.4 per cent (Rs.1647 crore)
to Rs.9361 crore from Rs.7714 crore.
Total Income improved by 16.74 per cent (Rs.1512 crore) to
Rs.10543 crore from Rs.9031 crore.
Core non-interest income improved by 26.7 per cent (Rs.191
crore) to Rs.906 crore.
Key Financial ratios
NIM improved to 3.75 per cent as compared to 3.55 per cent.
Cost income ratio was lower at 36.92 per cent as against
38.64 per cent.
Return on Average Assets at 1.53 per cent.
Book value improved to Rs.184.44 (Rs.154.66 for March
2010).
EPS improved to Rs.39.88 from Rs.36.18.
Provision Coverage ratio was at 84.30 per cent compared to
RBIs stipulation of 70 per cent.
Capital Adequacy
As per Basel II, the Capital to Risk weighted Asset Ratio
(CRAR) was at 13.56 per cent (including Tier I Capital
Adequacy of 11.02 per cent) as against 12.71 per cent as of

ndian Bank has excellent growth rate with healthy


asset quality. It has reported encouraging working results
for the fourth quarter and year ended 31st March, 2011.
For the quarter, the Total Income has increased by 24%
from Rs.2,318crs to Rs.2,866crs whereas the Operating
Profit has improved to Rs.903crs from Rs.872crs and
Net Profit by 7% from Rs.410crs to Rs.439crs. The EPS
for the quarter is Rs.10/-. For the year, the Total Income
has increased by 17% whereas the Operating Profit has
increased by 20% and Net Profit by 10%. The EPS for the
year is Rs.40/- against Rs.36/-. It has hiked the Dividend
from 65% to 75% for the year. The Overall Business of
the Bank improved to Rs.181,530crs, up from
Rs.150,886crs, recording a growth of 20.3%. The Bank
has strong fundamentals. The Paid-up Capital of the Bank
is small at Rs.430crs against high Networth of
Rs.7,927crs. The Return on Networth is high at 22% for
the year on increased Networth of 19%. The Gross & Net
NPAs are low at 0.98% and 0.53% respectively as on
31st March, 2011. Technically, the scrip is moving around
Rs.216/- with a low P/E Ratio of 5 and B V of Rs.184/-.
(Audited)
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.
% GNPAs
% NNPAs

31.03.11
(3M)
429.77
7496.77
7926.54
5.54
184.44
10.00
2865.80
903.02
126.80
776.22
337.36
438.86
10.21

31.03.10
(3 M)
429.77
6217.25
6647.02
6.17
154.66
10.00
2317.73
872.34
213.56
658.78
248.82
409.96
9.54

216.10
5.29
15.31
31.51
0.98
0.53

17.69
37.64
0.81
0.23

% CH
20.58
19.25
-10.21
19.26
23.65
3.52
-40.63
17.83
35.58
7.05
7.02

-13.45
-16.29
-

31.03.11
(12 M)
429.77
7496.77
7926.54
21.62
184.44
10.00
10542.92
3291.68
657.22
2634.46
920.39
1714.07
39.88
7.50
216.10
5.42
16.26
31.22
0.98
0.53

31.03.10
(12 M)
429.77
6217.25
6647.02
23.39
154.66
10.00
9030.78
2747.35
395.74
2351.61
796.62
1554.99
36.18
6.50

%CH
20.58
19.25
-7.57
19.26
16.74
19.81
66.07
12.03
15.54
10.23
10.23
-

17.22
30.42
0.81
0.23

-5.57
2.63
-

31st March , 2010.


Business
The Overall Business of the Bank improved to Rs.181,530 crore, up
from Rs.150,886 crore, recording a growth of Rs.30,644 crore (20.3 per
cent).
Total Deposits rose by 19.9 per cent (Rs.17,576 crore) to Rs.105,804
crore from Rs.88,228 crore.
Gross Advances increased by 20.9 per cent (Rs.13,068 crore) to Rs.
75,726 crore from Rs.62,658 crore.
Credit Deposit ratio improved to 71.6 per cent.
Asset Quality/ NPA Management
Gross NPAs down from Rs.988 crore in Q1 to Rs.740 .31 crore in March
2011.
Gross NPAs to gross advances was at 0.98 per cent.
Net NPAs down from Rs.511.40 crore in Q1 to Rs.397.04 crore in March
2011.
JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

68

BANKING

Net NPAs to net advances was at 0.53 per cent.


During the year, total NPA recovery was at Rs.756.58 crore.
Priority Sector Credit
Priority Sector advances at Rs.25,969 crore as at March 31, 2011
grew by 19.9 per cent and constituted 43.7 per cent of Adjusted
Net Bank Credit (ANBC) as of March 2010.
Agriculture advances at Rs.11048 crore as at March 31, 2011
grew by 20.8 per cent and constituted 18.6 per cent of ANBC as of
March 2010.
Financial Inclusion (FI)
Under Financial Inclusion Plan 2010-12, as on March 31, 2011,
1010 villages with population above 2000 have been covered
through various delivery models as below:
978 villages through Smart card based Business Correspondent
(BC) Model
21 villages through Banking Service Centres (20)/branch (1)
11 villages through Mobile Branch/Van
As on 31.03.2011, 152,767 No Frill accounts have been opened in
the FI implementing villages with population above 2000 and 97150
smart cards have been issued to the account holders.
Overdraft in SB No frill accounts and GCC facilities have also been
provided to 1500 beneficiaries in these villages under Financial
Inclusion Plan 2010-12.
Mobile branch (Van) with ATM facility and coin vending machine
was launched at Jangipur, West Bengal by Honble Union Finance
Minister on 26.09.2010 and at Vellore, Tamilnadu on 25.03.2011.
100% coverage of households under Financial Inclusion through
issue of smart cards was made in Mangalam village in Union Territory
of Puducherry. Dr.Subir Gokarn, Deputy Governor, RBI participated
at a function organized in the village on August 5, 2010.
Under RBI outreach programme, Banking services were provided
in Venthoni village of Paramakudi branch (Madurai Zone) though
ICT based Smart Card enabled Business Correspondents Model.
Dr.K.C.Chakrabarty, Deputy Governor, RBI launched the programme
on December 20, 2010 and released the Financial Inclusion Plan
2010-12 for Venthoni village.
Education loan scheme
Education loan portfolio increased by Rs.502 crore to reach Rs.2811
crore as at end-March 2011.
Bank disbursed a sum of Rs.621 crore to 96,953 students.
The Bank has implemented Web based on-line education loan
application system to facilitate early disposal of applications. During
the period ended March, 2011, 1105 students were given inprinciple sanction amounting to Rs.30.52 crore.
Interest Concession to Girl students of @ 0.50% on the applicable
card rate on Fresh Education Loans sanctioned is allowed with
effect from 01.07.2009.
Personal Banking
Home Loan Combo, was introduced as an incentive for prompt
home loan borrowers to avail other select personal segment loan
products at a concessional interest rate and processing charge.
The Bank has entered into a tie-up arrangement with ToyotaKirloskar Motors, Bangalore for financing of their cars.
Lending to MSME

Credit to MSME sector was at Rs.9681 crore, registering a growth


of 15.8 per cent.
The Bank has entered into a MoU arrangement with BAJAJ & TVS
for financing their 3 wheelers to augment the Micro Enterprises
credit.
Towards development of region specific new SLPs for MSME
sector, the Bank had formulated a scheme for financing of Textile
Cluster in Bhilwara Region with relaxed margin, rate of interest etc.
and commenced for implementation from the 3rd quarter of the
2010-11.
Branch Network
As on March 31, 2011, the Bank had 1860 Branches in India
comprising of 508 Rural, 503 Semi Urban, 477 Urban and 372
Metropolitan branches. There were 37 Extension Counters, 23
Satellite Offices, 1 Collection Counter, 39 Rural Banking Service
Centres and 1 Forex Bureau.
During the year, the Bank opened 104 Branches in India. Besides,
the Bank opened a new branch at Jaffna, Sri Lanka on January 21,
2011 and now has 3 foreign branches including one each at Colombo
and Singapore.
Technology initiatives
Interbank Mobile Payment Service (IMPS) was introduced on
February 22, 2011.
E-stamping project was launched on February 28, 2011.
Unique Identification Authority of India (UIDAI) enrolment has
commenced on March 02, 2011.
Customer Service
Online customer complaint redressal facility provided.
Customerfirst.cmd@indian-bank.com- wherein the customers can
send emails with suggestions/ complaints directly to CMD.
Pension Adalats was conducted on 05.09.2010 in 10 Zones to
redress the grievances of pensioners.
Multi utility product was introduced to facilitate payment of different
types of fee to institutions, particularly education institutions.
New schemes launched in 2010-11
1.Jewel loan for senior citizens
2.Combo loan of housing, vehicle and retail
3.Online customer grievance redressal system
4.Applications Supported by Blocked Amount (ASBA)
5.Customer First website to interact with Chairman and Managing
Director directly
6.A unique current account product SUPREME CURRENT ACCOUNT
offering concession in service charges and health and wealth
insurance cover
7.CD giving details of the Banks IT products and services released
8.NRE Current Account launched with features of Domestic Current
account and restrictions as applicable to NRE deposit accounts
9.IB Contractor, a special MSME product
10.Tie up with TCS for Financial Inclusion Project
11.Tie-up with Bajaj Auto Ltd. for finance of three-wheelers
12.Loan syndication desk set up
13.E-banking lounge at Alwarpet, Chennai
14.Two new-tech products Maestro enabled Debit card for Senior
Citizens and Inter Bank Mobile Payment Services (IMPS) launched.
J

JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

69

BANKING

STATE BANK OF TRAVANCORE : GROWTH WITH HEALTHY ASSET QUALITY


State Bank of Travancore is crossing new milestones every year. It has reported excellent
working results for the fourth quarter and year ended 31st March, 2011. For the quarter, the Total
Income has increased by 27% from Rs.1,277crs to Rs.1,620crs whereas the Operating Profit stood
at Rs.315crs against Rs.278crs recording an increase of 13%. The Net Profit improved by 10% from
Rs.217crs to Rs.238crs. The EPS for the quarter is Rs.48/- against Rs.43/-. For the year, the Total
Income has increased by 18% whereas the Operating Profit has increased by 21% and Net Profit
by 6%. The EPS for the year is Rs.146/- against Rs.137/-. It has announced a Dividend of 180%
against 160% last year. The overall Business of the Bank registered a growth of 20.3% at
Rs.1,04,202crs against Rs.89,345crs with Deposits accounting for Rs.58,158crs (Rs.50,883crs)
and Advances Rs.46,044crs (Rs.38,461crs). The Bank has strong fundamentals. The Paid-up
Capital of the Bank is small at Rs.50crs against high Networth of Rs.3,464crs. The Return on
Networth is high at 21% for the year on increased Networth of 22%. Technically, the scrip is moving
around Rs.702/- with a low P/E Ratio of 5 and high Book Value of Rs.693/-.
FH (in crs)

MR P PRADEEP KUMAR, MD
BUSINESS PERFORMANCE & FINANCIAL RESULTS FOR FY
2010-11
State Bank of Travancore continued its record of strong
performance during the year ended March 31, 2011 also, in
the key parameters. Mr. P Pradeep Kumar, MD, said that
the bank registered a growth of 20.95% in its Operating Profit
at Rs.1,176 crore against Rs.972 crore in the previous year
driven by a healthy growth of 21.14% in Net Interest Income
at Rs.1,696 crore against Rs.1,400 crore last year.
Total income improved by 18% to Rs.5,810 crore from Rs.4,906
crore. Total expenditure, excluding provisions and
contingencies, stood at Rs.4634 crore against Rs.3,934 crore
with interest expenditure accounting for Rs.3,533 crore
(Rs.2,978 crore). After taking into account additional provisions
for staff, NPA and income tax, the Net Profit has moved up by
6.35% to Rs.727.73 crore from Rs.684.27 crore. The Operating
Profit for the fourth quarter was higher by 13.48% at Rs.315.10
crore against Rs.277.68 crore in the same quarter last year.
The Net Profit for the quarter improved to Rs.238.32 crore
from Rs.217.23 crore. The Net Interest Margin has improved
from 2.82 to 2.87%. Return on Assets stood at 1.12%, while
Return on Equity was at 24.83%, which continues to be
amongst the highest among Public Sector Banks. The approvals
from the RBI and SBI for the Rights issue of Rs.500crs has
been received. The capital augmentation will serve to improve
the Capital adequacy ratio of the Bank in 2011-12. Priority
sector advances grew by 21.68% to Rs.17,353 crore from
Rs.14,260 crore. The share of Priority sector lending has
moved to 44.07% of the Adjusted Net Bank credit from the
previous years position of 43.87%, against the stipulated
benchmark of 40%. Agriculture segment was the star
performer during the year. The Advances under this segment
moved up by 70% to Rs.5,580 crore from Rs.3,289 crore at
the end of previous year. The percentage of Gross NPAs to
Gross Advances stood at 1.80% on 31st March 2011 with the
Gross NPA level at Rs.835.22 crore. The percentage of Net
NPA to Net advances remained below 1% at 0.98% as on
31st March 2011. The Banks Provision Coverage Ratio stood
at 69.01%, and is comfortably ahead of the timelines agreed
with RBI to reach 70% coverage ratio by September 2011.
The total CRAR position under Basel-II framework as on 31/
03/2011 was 12.54% against a minimum of 9% stipulated by
RBI. The Tier- I CRAR as on 31/03/2011 at 9%. The Bank has
further expanded its credit deployment in Kerala, particularly
in Housing Loans, Car Loans and other Retail Loans. Banks

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT as % T.I.
OP as % T.I.
% GNPAs
% NNPAs

31.03.11
(3M)
50.00
3413.55
3463.55
6.88
692.71
10.00
1620.46
315.10
91.30
223.80
-14.52
238.32
47.66

31.03.10
(3 M)
50.00
2790.58
2840.58
7.65
568.12
10.00
1277.05
277.68
48.89
228.80
11.57
217.23
43.45

701.50
3.68
14.71
19.45
1.80
0.98

17.01
21.74
1.65
0.91

% CH
22.32
21.93
-10.07
21.93
26.89
13.48
86.75
-2.19
9.71
9.69

-13.52
-10.53
-

31.03.11
(12 M)
50.00
3413.55
3463.55
21.01
692.71
10.00
5810.01
1175.97
293.95
882.03
154.30
727.73
145.55
18.00
701.50
4.82
12.53
20.24
1.80
0.98

31.03.10
(12 M)
50.00
2790.58
2840.58
24.09
568.12
10.00
4906.08
972.27
84.29
887.98
203.71
684.27
136.85
16.00

13.95
19.82
1.65
0.91

%CH
22.32
21.93
-12.79
21.93
18.42
20.95
248.74
-0.67
-24.26
6.35
6.36
-

-10.18
3.03
-

CD Ratio in Kerala has improved from 59% in March 2010 to 62% in March
2011.
Financial inclusion
The Bank is actively pursuing initiatives to improve Financial Inclusion and
Financial Literacy. 29 villages in Kerala and 14 villages in Tamil Nadu have
been allocated to the bank for financial inclusion. The Bank has set up
Customer Service Points and commenced enrollments in 18 villages. Bank
has also opened a branch in Perumanna village in Calicut district, which
is one of the 29 villages allotted to the bank. The products offered under
in financial inclusion, under SBT-SAHAYA HASTHAM umbrella consists
of an SB Account (Zero balance), A Recurring Deposit account and an
Overdraft (General Credit Card) for Maximum of Rs.10,000/- for the rural
poor. The Bank opened 44 new branches during the financial year, taking
the total to 792. The Bank has on hand RBI approval to open 75 more
branches, and Internal approvals to open 55 more branches under General
permission accorded by RBI. Alternative channel reach was expanded
further; 107 new ATMs were installed during this financial year, taking the
total ATMs to 833. These ATMs are part of over 25,000 strong State Bank
Group ATM Network. 621 (79%) of the Banks branches are in the state
of Kerala. Banks CD Ratio in Kerala has improved from 59% in March
2010 to 62% in March 2011. Rural Self Employment Training Institutes
have been started by the Bank in Wayanad, Pathanamthitta, Alappuzha,
and Kottayam for providing skill upgradation training to the rural youth
with focus on BPL category. The 4 institutes had trained 9847 persons
and 95% of the people are women beneficiaries, majority of the trainees
are reported to be successful in starting self-employment ventures. Bank
has signed MoU with Unique Identification Authority of India (UIDAI) to
become registrars for UID Project of the Govt. of India.
J

JULY, 2011

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70

BANKING

TAMILNAD MERCANTILE BANK : 9 DECADES OF STRONG FOUNDATION

MR A K JAGANNATHAN, MD & CEO

amilnad Mercantile Bank is a premier nine decades old Private Sector Scheduled Commercial Bank of Tamil
Nadu with excellent track record. Its success is unique in the history of Banking Industry in India. It has followed the policy
of growth with healthy asset quality. Meanwhile, it has reported impressive performance for the year ended 31st March, 2011.
For the year, the Total Income has increased by 21% from Rs.1,291crs to Rs.1,559crs whereas the Operating Profit has
improved from Rs.316crs to Rs.434crs i.e. by 37% and Net Profit by 36% to Rs.251crs from Rs.185crs. The EPS for the year
is Rs.8,961/- against Rs.6,591/-. It has hiked the Dividend to 100% from 75% last year. The Bank has strong fundamentals.
The Paid-up Capital of the Bank is very small at Rs.28 lakhs against high Networth of Rs.1,366crs. The Return on Networth
is high at 18% for the year on increased Networth of 19%. The Total Business of the Bank at the end of March 2011 is
Rs.24,679crs with a growth rate of 23%. The Banks Deposit portfolio recorded a decent growth of 18% during the year to
touch Rs.13,808crs. The Advances crossed Rs.10,871crs and registered a robust growth of 30%. However, the best of
Tamilnad Mercantile Bank is yet to come from the customers & investors point of view.
Tamilnad Mercantile Bank Ltd [TMB] is a
premier old Private Sector Scheduled
Commercial Bank having Head Quarters in
the south of Tamilnadu. The Bank has a long
cherished history of 90 years of successful
banking with continuous profit record and
with strong financial fundamentals.
At present, the bank is having 235 branches,
185 Automated Teller Machines, 11 Extension
Counters, 1 Service Branch, 2 Currency
Chests, 6 Central Processing Centres, 2
Mobile Branch Banking units and 7 Regional
Offices. Spread over 11 states and 3 Union
Territories, TMB serves its more than 2.8
million delighted customers. All the branches

are fully computerized and inter connected


with each other (through Core Banking
Software FINACLE of INFOSYS) and
enabled with Anywhere Banking/Internet
Banking/RTGS/NEFT/WUMT facilities.
Financial Performance of the bank for
the year 2010-11
The bank has achieved tremendous
momentum and progress towards sustained
growth during the fiscal year 2010-11. A
determined business strategy and relentless
efforts of the top management team along
with TMBians have resulted in significant
growth of business while adding several

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
PAT as % T.I.
OP as % T.I.
%GNPAs
% NNPAs

31.03.11
(12 M)
0.28
1365.73
1366.01
18.37
48786.07
10.00
1559.38
434.20
61.75
372.45
121.55
250.90
8960.71
10.00
16.09
27.84
1.30
0.27

31.03.10
(12 M)
0.28
1147.89
1148.17
16.07
41006.07
10.00
1291.20
315.90
41.18
274.72
90.19
184.53
6590.36
7.50
14.29
24.47
1.37
0.24

% CH
18.98
18.97
14.31
18.97
20.77
37.45
49.95
35.57
34.77
35.97
35.97
12.60
13.77
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JULY, 2011

KOMPELLA PORTFOLIO INVESTMENT ADVICE

71

BANKING

new products and services to cater to the


needs of the customers.
The total business of the bank at the end of
March 2011 is Rs.24679 crore with a growth
rate of 23.17%.
Augmenting the deposit base is the vital
objective of the banks. The bank had
introduced novel deposit schemes and
continued its efforts towards deposit
mobilization and succeeded. The Banks
deposit portfolio recorded a decent growth
of 18.47% during the year to touch
Rs.13808 crore which is over and above
the industry level growth rate of 18%. The
advances crossed Rs.10871 crore and
registered a robust growth of 29.69% as
against the industry level growth rate of
23%.
The productivity measured by Business per
employee improved to Rs.9.59 Crore from
Rs.8.70 Crore and Business per branch
grew to reach Rs.105.92 crores from the
previous year level of Rs.92.76 crores. The
profit per employee has increased to Rs.9.91
lacs from Rs.8.14 lacs.
Credit to Productive Sectors
By conscious design, the Bank gave much
thrust to productive sectors like Agriculture,
SME, Education etc., at a fast clip.
Advance to Priority sector has been
increased from Rs.3637.15 crore to
Rs.4642.79 crore surpassing the mandated
minimum requirement of 40%, i.e. 55.39% of
the banks adjusted net bank credit (ANBC).
Advance to Agriculture has been increased
to Rs.1725.52 crore which constituted
20.59% of the banks adjusted net bank
credit (ANBC) which is also more than the
regulatory requirement of 18%.
Thrust has given to increase Education Loan
and as a result the amount of advance given
for education has increased to Rs.93.51
crore (an increase of 38.92% from
31.03.2010 [Rs.67.31 Crore]).
Profitability
The high level of profit earned by the bank
enabled to build up and sustain the high level
of reserve base.
Total income recorded a y-o-y growth of
20.77% to reach Rs.1559 crore compared
to Rs.1291 crore during the preceding
financial year. Sustaining the core earnings
growth, the Banks interest income recorded
a y-o-y growth of 22.59%. The non-interest
income has grown to Rs.188.34 crore from

Rs.172.80 crore a year ago due to the


sustained initiative taken by the bank in
cross selling their various third party
products.
The Capital to Risk Adjusted Assets Ratio
(CRAR) as per Basel II stood at 15.13%
which is much more than the minimum level
of 9% stipulated by RBI.
The Operating Profit of the Bank rose to
reach Rs.434.20 crore registering a growth
rate of 37.45% for the year ended 31st
March 2011.
The Net Profit of the Bank rose to reach
Rs.250.90 crore registering a growth rate
of 35.97% for the year ended 31st March
2011. Return on assets is 1.74% (1.54%)
Asset Quality
Sustained focus on Recovery, asset quality,
stringent credit review and monitoring
mechanism brought about a reduction in the
Banks NPA. The gross NPA % has
decreased from 1.37% to 1.30%, The Net
NPA % is at 0.27%.
Major initiatives during the year 20102011
SMS Banking Alert Facility to the NRI
Customers.
The External Funds Transfer (NEFT/RTGS)
facility provided to the customers through
Internet Banking.
TMB Porkuvial Deposit Scheme has been
launched to attract retail depositors having
aptitude for long term investments.
The Bank became the Corporate Agent for
General Insurance business with United India
Insurance Company Ltd.
TMB Royal Savings Bank Account Scheme
has been launched to attract High Networth
Individuals (HNI).
Applications Supported by Blocked Amount
(ASBA) Facility offered to the customers
for applying to Initial Public Offers (IPOs)/
FPOs/Right Issues.
TMB Customer Care Service has been
introduced to ensure compliant free service
at Bank.
Vision for the Future and Plans for the
current financial year 2011-2012
The vision of the bank is to emerge still
stronger.
To increase the branch network to 300
by adding 65 new branches and
increase the ATM network to 300 by adding
115 new A.T.Ms centres.
Net Profit of Rs.325.30 Crores

Business Volume of Rs.31650 Crores


Deposits Rs.18000 Crores
Advances Rs.13650 Crores
CASA Rs. 4680 Crores
Forex Budget/Turnover Rs.13000 Crores
New initiatives for the current year
The Bank is going to apply with RBI for
opening 66 new branches in the current
financial year 2011-12.
Entering into Bancassurance for Life
Introducing Mobile Banking (Cash as well
as Transfer)
Retailing of Gold Coins through Tie-up
Enroll as Point of Presence [PoP] under
National Pension System of Pension Fund
Regulatory and Development Authority.
Genesis & Growth
The history of Tamilnad Mercantile Bank Ltd.,
the then Nadar Bank Ltd. dates back to 1921.
The thought of establishing a bank under
the guidance of the able Nadar business
community was mooted out in the
Anniversary of Nadar Mahajana Sangam
held at Tuticorin in 1920. The proposal was
effected soon. The bank was registered on
May 11, 1921 as The Nadar Bank Ltd.
A group of dedicated men with shrewd
acumen and sound integrity had been
constituted as Board of Directors and they
elected Mr. M.V. Shanmugavel Nadar as
Chairman on Nov 04, 1921. The bank was
opened by Mr. T.V. Balagurusamy Nadar,
the then President of the Nadar Mahajana
Sangam and the bank threw open its door
to the public on Nov 11, 1921 at 9 a.m. in
Ana Mavanna Building at South Raja Street,
Tuticorin.
Customer Service
The Bank focused its attention on the
customers from the very beginning and is
known for its personalized service. The
team of management and staff members of
the bank have the practice of meeting people
from various walks of life and hear their
requirements on a regular basis.
Dedicated Work Force
The Bank has dedicated employees at all
levels who have been energetic and working
with untiring zeal for the good growth and
prosperity of the institution. The name and
fame of the bank are in a large measure,
due to the efficient and diligent service of
the highly loyal staff members and officers.
This has enabled the Bank to adopt the
official motto Totally Motivated Bank.
J

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

72

RNI Regd.No: 52868 / 87

Postal Regd. No.: HD/760/2009-11

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