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Vol. 35. No.

17 • JULY 20 - AUG 02, 2020

26
Cover Story
Creating Wealth Through
Value Unlocking
Recommendations

10 Choice Scrip

11 Low Priced Scrip

12 Hot Chips

16 Analysis Regulars
Bharat Electronics Limited 06 Editor’s Keyboard
Well-Armed For Growth 07 Company Index
08 Market View

20
14 Technicals
Special Report 59 Query Board
62 Reviews
Gain The Most From 63 Kerbside
Momentum Stocks
Subscribers can access

55
the complete databank
consisting of more than
Special Report 3500 companies on our
website www.DSIJ.in
Cement Industry Communication Feature sections
A Bond Gone Weak are advertorials provided by the
company & carried on “as is” basis.

4 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 5
The Best Period
To Be An Investor
F or many of you who have been staying tuned to my editorials for the past few issues since
the pandemic began, you would recall my mentioning about waiting until the mid of July
for a clearer picture to emerge as far as this pandemic and markets are concerned. And
here we are. While the writing is clear on the wall that this pandemic is here to stay, we would
like to add that it is also the best period to be an investor. This may seem ironic considering that
the last 2-3 years have placed investors in a turmoil scenario and therefore it is quite likely that
many may not agree with the previous statement.

However, if you were to objectively assess the existing situation, you would soon come to the
realisation that we are currently in the midst of multiple major issues and that is what is keeping
the markets subdued. These include the slowing economy, surging virus cases, new lockdowns,
negative ratings, poor results, FIIs being net sellers, India-China tension, etc. And yet, our
markets have not been faltering and in fact have been displaying good resilience. This is
especially so since retail investors have shown a lot of faith in the potential for India to bounce
back.

The low yields from all other asset classes be it property, debt, etc. are driving people to move
their savings into equity. And more importantly, all this is supported by the added infusion of
money in the system from the stimulus given by our government. Thus, would you rather invest
now or would you have preferred to invest in January 2018 when the markets were full of hope
and sunshine? The answer is obvious! The best period to invest in the equity markets is when the
market is subdued by a barrage of negative news and developments.

We are already a lot into this phase, and it is a matter of time when all these restraints will start
disappearing. It is this journey wherein the maximum monies will be made and not when all
issues have disappeared. It is now until then. So, we would advise our readers to book partial
profits where substantial gains have been made and redeploy these funds at every market
correction over the next 1-2 months. The recent surge in infections and market lockdowns will
provide opportunities to catch some dips as the market which will remain strained during these
times. Make the most of this period. There may not be too many such opportunities available in
the future.

Even while the markets are struggling through this tough phase, there are many companies that
are unlocking value for investors and providing big gains. In our cover story we have explained
what exactly ‘value unlocking’ is and what the catalysts are that an investor should focus on
while identifying the value unlocking candidates. Do share your feedback on our observations.

Meanwhile, momentum investing is an evergreen strategy to beat the markets. In our special
story we have emphasised how momentum investing strategy can help you beat the markets and
have also shared couple of recommendations based on the philosophy of momentum
investment. In our other special story we have analysed the prospects of cement stocks. Now that
there is more clarity available with investors, the focus should be on the next winners and market
leaders. We at DSIJ will continue to identify them for you. Stay tuned!

RAJESH V PADODE
Managing Director & Editor

6 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


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DSIJ Private Limited Recommendations


l Company/Scheme Reco. Price (`) Column Page No

Alembic Limited l Buy 82.20 Technicals 15


For Customer Service
Alkem Labs l Buy 2477.75 Technicals 15
020-49072626 OR  service@DSIJ.in
Berger Paints l Buy 510.40 Kerbside 63
Mumbai Office Bharat Electronics Limited l Hold 96.05 Analysis 16
419-A, 4th Floor, Arun Chambers, Tardeo, Next to AC Market
Mumbai - 400034 022-43476012/16/17 DCM Shriram Limited l Buy 324.15 Hot Chips 12
DEN Networks Limited l Hold 85.45 QueryBoard 60
Pune Office
C-105, 1st Floor, Trade Center, North Main Road, Near Axis Bank, Dr. Lal Path Labs Limited l Hold 1912.40 QueryBoard 61
Opposite Lane no. 6, Koregaon Park, Pune - 411001
020-49072600 E.I.D - Parry (India) Limited l Buy 280.90 Hot Chips 12
Edelweiss Financial Services l Sell 58.40 QueryBoard 60
Delhi 8076878278
Fine Organic Industries l Buy 2068.30 Special Report 23
Frontier Springs Limited l Avoid 280.00 QueryBoard 59
Hindustan Aeronautics Buy 865.50 Choice Scrip 10
To advertise, mail us on ads@dsij.in l

Printer and Publisher: Nitin Sawant, Editor: Rajesh V Padode for DSIJ Pvt
JK Paper Limited l Hold 99.20 Reviews 62
Ltd. on behalf of Achievements Merchandise Pvt Ltd. Printed at RMOSS
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M & M Financial l Buy 193.30 Kerbside 63
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Floor, Arun Chambers, Tardeo, Next to AC Market, Mumbai - 400034
Maan Aluminium Limited l Sell 53.75 QueryBoard 59
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information published is correct and up-to-date, Dalal Street Investment
Marico Limited l Hold 344.10 Reviews 62
Journal holds no responsibility for any errors that might occur. All
material contained herein is based on fundamental and technical analysis
NOCIL l Buy 104.10 Kerbside 63
and other in-house methods, which though reliable, are not infallible. The
information given in the magazine is of an advisory nature. Readers are
RPG Life Sciences Limited l Buy 288.05 Special Report 24
advised to consult experts before taking any investment decision and Dalal
Street Journal holds no responsibility for any losses that may arise due to
Sagarsoft (India) Limited l Sell 46.40 QueryBoard 61
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magazine. No reproduction is permitted in whole or part without written
Star Cement l Buy 85.00 Low Priced Scrip 11
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exclusive jurisdiction of competent courts and forums in Mumbai only.
Tanla Solutions l Buy 87.70 Kerbside 63
 Dalal Street Investment Journal is a member of INS/ABCs. BP - Book Profit • BPP - Book Partial Profits • BL - Book Loss

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 7


Market Watch
Optimism Prevails Despite The optimistic
behaviour portrayed
Uncertainties by investors during

O
ver the last few weeks the as Sensex rose by 3.20 per cent while the results season
markets have remained Nifty jumped up by 2.96 per cent.
extremely volatile as a result Considering the broader markets, boosted market
of increase in US-China SmallCap index gained by 2.30 per cent
tensions on one hand and
the rising number of corona virus cases in
while MidCap index increased by 1.70
per cent. Amongst sectoral indices, IT
rallies. A bullish
India as well as globally on the other
hand. As a result of the rise in corona
index rallied by 5.74 per cent followed by
Metal index, Auto index, Healthcare
environment was
virus cases, various cities in India were
put under lockdown again, causing
index and FMCG index, each gaining by
3.22 per cent, 2.53 per cent, 2.41 per cent
witnessed in various
further disruptions in businesses.
However, the optimistic behaviour
and 1.45 per cent, respectively. Whereas,
Power index, Bankex and Realty index
markets globally.
portrayed by investors during the results declined by 3.68 per cent, 0.26 per cent
season boosted market rallies. A bullish and 0.63 per cent respectively. `3,332.72 crore while DIIs were also
environment was witnessed in various net sellers to the tune of `739.18 crore.
markets globally. Shanghai index soared Trading data for the last few weeks shows Gold prices during the fortnight inched
by 14.41 per cent during the fortnight as that FIIs were net sellers to the tune of up higher by 1.42 per cent to `50,950 for
investors believed in 10 grams of 24 carat gold. In the last
another upcoming couple of weeks, WTI crude price rose
bull run since the by 3.41 per cent from USD 39.27 per
country is currently barrel to USD 40.61 per barrel while
the least affected by Brent crude prices gained by 4.60 per
the virus. cent to UDS 43.17 per barrel from 41.27
per barrel. DS

Its Asian peers,


Japan’s Nikkei index 30th June 14th July Gain/Loss
Indices
and Hong Kong’s 2020 2020 (%)
Hang Seng index Dow Jones Ind 25812.88 26642.59 3.21
gained by 1.34 per S&P 500 3100.29 3197.52 3.14
cent and 4.30 per NASDAQ 10058.77 10488.58 4.27
FTSE 100 6169.74 6179.75 0.16
cent respectively.
DAX 12310.93 12697.36 3.14
Despite the
CAC 40 4935.99 5007.46 1.45
uncertainty about
Hang Seng 24427.19 25477.89 4.30
the pandemic Nikkei 22,288.14 22,587.01 1.34
looming at large, US Shanghai 2984.67 3414.62 14.41
indices such as DJIA, S&P 500 and Performance Of Indices
NASDAQ gained by 3.21 per cent, 3.14 30th June 14th July Gain/Loss
per cent and 4.27 per cent respectively in Indices
2020 2020 (%)

Net Investment In Equity Markets (`/Cr)
Date FIIs DIIs
the previous fortnight. Market experts say Sensex 34915.80 36033.06 3.20
14 Jul 2020 -84.07 -649.7
that during election year, American Nifty 10302.10 10607.35 2.96
13 Jul 2020 -934.29 -1485.59
markets tend to rally towards the end of Mid-Cap 13055.28 13276.60 1.70
10 Jul 2020 3377.31 -431.21
the month of June and in the first few Small-Cap 12380.75 12665.18 2.30 9 Jul 2020 -1059.46 -803.39
weeks of the month of July, post which Auto 15275.21 15661.29 2.53 8 Jul 2020 -1665.82 -853.41
they tend to weaken. European indices Bankex 24293.83 24230.15 -0.26 7 Jul 2020 475.99 -784.47
such as FTSE 100, DAX and CAC 40 FMCG 11258.33 11421.97 1.45 6 Jul 2020 620.73 263.47
increased by 0.16 per cent, 3.14 per cent Healthcare 16262.97 16655.59 2.41 3 Jul 2020 -331.25 -331.96
and 1.45 per cent respectively for the IT 14886.92 15741.34 5.74 2 Jul 2020 -1685.16 908.64
same period of time. Metal 7210.02 7442.26 3.22 1 Jul 2020 -1942.79 1377.13
Power 1574.86 1516.86 -3.68 30 Jun 2020 -103.91 2051.31
For the fortnight, domestic indices such Realty 1581.44 1571.40 -0.63 Total -3332.72 -739.18

8 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 9
Recommendations Equity
procuring 12 SU-30 MKI aircraft from
HAL as part of defence portfolio
build-up. The company’s order book
HINDUSTAN AERONAUTICS continues to be healthy at `52,965 crore
as on March 31, 2020. Majority of the

IN A ‘SECURED’ STATE OF PROGRESS order book is into manufacturing –


`37,240 crore or 70.31 per cent. However,
over the years the ROH and spares have
started showing improvement in the
HERE IS WHY order book share from 11.62 per cent in
Good growth prospect FY17 to 27.28 per cent in FY20. This will
Strong order book help in the long run as repair and
overhaul activities are recurring in nature
Strong research and development capabilities.
and thereby are more stable.

H
For the quarter ended March 2020, the
industan Aeronautics company’s gross sales increased 1.67 per
Limited is into carrying cent to `10,323 crore in Q4FY20 from
out design, development, `10,153.79 crore in Q4FY19. Total
manufacture, repair and expenditure for Q4FY20 stood at
overhaul of aircrafts, `7,819.97 crore as against `7,553.70 crore
helicopters, engines and related systems in Q4FY19, showing an increase of 3.53
like avionics, instruments and per cent. PBIDT, excluding other income,
accessories, primarily serving the Indian showed a decrease of 3.73 per cent to
Best of LAST ONE Year
defence programme. It also `2,503.03 crore in Q4FY20 from
Name of Reco Exit/CMP Absolute Annual
manufactures the structural parts of Company Price Price (`) Gains Returns `2,600.09 crore in the same quarter last
various satellite launch vehicles (SLVs) of (`) (%) (%) year. PBIDT margin, excluding other
the Indian Space Research Organisation Balkrishna Ind. 1079.8 1317.85 22.05 417.79 income, for Q4FY20 stood at 24.25 per
(ISRO). The manufacturing programs Tata Metaliks 667.8 826.2 37.93 89.89 cent as against 25.61 per cent in the same
underway at HAL are production of Colgate-Palmolive (I) 1051.65 1231 17.5 77.78 quarter last year. PAT for Q4FY20 stood
SU-30 MKI, LCA and DO-228 aircraft PFC 122.6 147.6 20.39 64.96 at `1,249.63 crore as against `1,237.08
and ALH-Dhruv, Chetak, Cheetal and Symphony 1429.8 1672 16.94 64.19 crore in the same quarter last year,
LCH helicopters. HAL has 20 production showing an increase of 1.01 per cent.
units and 11 research and development PAT margin for Q4FY20 stood at 12.11
centres in India. boost to self-reliance and local per cent as against 12.18 per cent in the
production which may favourably impact same quarter last year. The stock is
Since HAL is mainly engaged with the operations of the company as the trading at a PE multiple of 11.03x and a
defence services, a major negative impact defence sector may demand HAL’s PB of 2.38x. ROE for FY20 stood at 23
on the future business in the long term is products. per cent. The dividend pay out ratio for
not anticipated in the short run. FY20 was around 47 per cent. The
However, past trend shows encouraging Additionally, the current India-China company has shown increase in sales and
results. Downsizing of the defence tension though subdued will not fade so profit over the last three years along with
budget and risk of economic recession fast and the government will have to margin improvements (PBIDTM and
can have an impact on the operations of ramp up defence infrastructure. In line PATM). The current mood of making
the company. But on the positive side, with that, the government is procuring India self-reliant will help the company.
‘Atmanirbhar Bharat Abhiyan’ led by the SU-30 MKI from HAL. The government By virtue of these factors, we recommend
government is providing a significant will spend around `10,730 crore for our reader-investors to BUY this stock. DS
CMP
Monthly Stock Market Returns Shareholding Pattern Last Five Quarters (`/Cr) (Consolidated)
(`)
BSE Code: 541154    as of March 2020 Particulars Mar-20 Dec-19 Sep-19 Jun-19 Mar-19
CMP: `865.50 FV: `10
BSE Volume: 28,544 Total Income 10323.00 4456.35 3451.07 3291.44 10153.79
Promoters 89.97
Date: 15/07/2020 Other Income 159.96 33.18 41.03 59.73 118.80
Public 10.03 Operating Profit 2662.99 906.71 742.96 909.58 2718.89
Interest 100.99 69.83 100.93 76.71 133.68
Others --
Net Profit 1249.63 457.32 621.30 562.39 1237.08
Total 100 Equity 334.39 334.39 334.39 334.39 334.39

10 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


STAR CEMENT
STAR CEMENT: OF STARRY APPEAL Cement production in the eastern
regions is expected to grow at a CAGR of
7-8 per cent in the next five years. Per
HERE IS WHY capita cement consumption in the east
is the lowest at 131 kg per capita as
Strong market share against the national average of 225 kg
Good growth prospects per year. This implies huge potential for
Reduced interest costs. growth.

S
In terms of financials, the company’s
interest cost has come down significantly
tar Cement Limited is the over the last few years from `52.46 crore
largest cement manufacturer in in FY18 to around `9.34 crore in FY20
North East India. Its plant is – a reduction of 82.19 per cent. Net sales
spread across 200 hectares of PRICED SCRIP have increased from `1,629.11 crore in
land in the town of Lumshnong, FY18 to `1,843.86 crore in FY20,
a strategic location in Meghalaya that Best of LAST ONE Year
showing a total increase of 13.18 per
ensures easy availability of high-grade Name of Reco Exit/CMP Absolute Annual
cent. Freight cost has been optimised
limestone. The company’s products Company Price Price (`) Gains Returns due to improved road condition and
include Ordinary Portland Cement (`) (%) (%) better availability of vehicles. For the
(OPC 53 grade and OPC 43 grade), National Fert. 61.30 78.00 27.24 350.22 quarter ended March 2020, the
Portland Pozzolana Cement (PPC), Gufic BioSci. 78.70 95.10 20.84 288.55 company’s gross sales increased 2.8 per
Portland Slag Cement (PSC) and Jamna Auto Ind. 77.15 96.75 25.41 254.10 cent to `549.38 crore in Q4FY20 from
Anti-Rust Cement (ARC).The company’s Virinchi 88.00 110.00 25.00 225.00 `534.43 crore in Q4FY19.
institutional customers include Amines & Plasti. 68.00 81.00 19.12 167.88
Larsen & Tourbo, National Hydro Total expenditure for Q4FY20 stood at
Power Corporation, Public Works `424.76 crore as against `407.58 crore in
Department, Indian Railways and The company enjoys the highest volume Q4FY19, showing an increase of 4.22 per
Ministry of Defence. growth in the north east region and has cent. PBIDT, excluding other income,
adequate capacities to cater to growth showed a decrease of 1.77 per cent to
Star Cement enjoys a leadership position targets over medium to long term. `124.61 crore in Q4FY20 from `126.85
in the north east region with market crore in the same quarter last year. PAT
share of more than 23 per cent .The ‘Star’ as a brand has a very high recall for Q4FY20 stood at `86.84 crore as
group is also diversifying its revenue in value, enabling repeat customers. While against `91.59 crore in the same quarter
the eastern region, primarily West Bengal its peers have adopted the wholesale last year, showing a decrease of 5.18 per
and Bihar. Limestone mines are located model, Star Cement has built on its cent. PAT margin for Q4FY20 stood at
within 2-3 km of its plants, providing strong network of partners. This has 15.81 per cent as against 17.14 per cent
strong raw material linkage, easy resulted in deeper penetration and in the same quarter last year. The stock is
accessibility and uninterrupted supply higher market share. Additionally, trading at a PE multiple of 16.89x and a
of raw material. Proximity to raw higher proportion of trade sales has PB of 3.30x. By virtue of these factors, we
material results in lower logistics resulted into higher cement realisation recommend our reader-investors to BUY
costs. per ton. this stock. DS

CMP
Monthly Stock Market Returns Last Five Quarters (`/Cr) (Consolidated)
Shareholding Pattern
(`)
BSE Code: 540575  as of March 2020 Particulars Mar-20 Dec-19 Sep-19 Jun-19 Mar-19
CMP: `85.00 FV: `1 Total Income 549.38 451.16 382.47 460.85 534.43
BSE Volume: 5,324 PromOters 66.77
Date: 15/07/2020 Other Income 7.17 6.51 7.69 7.36 3.43
Public 33.23 Operating Profit 131.78 100.49 72.06 119.48 130.28
Interest 1.96 3.83 0.77 2.77 3.07
Others 0
Net Profit 86.84 71.23 45.33 83.90 91.59
Total 100 Equity 41.24 41.24 41.92 41.92 41.92

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 11


Recommendations Equity
DCM SHRIRAM LIMITED CMP - `324.15

BSE CODE Volume Face Value Target Stoploss


523367 11,270 `2 `353 `300 (CLS)

D
Scrip’s Movement
CM Shriram Limited is engaged in
the business of fertilizer, sugar and
caustic soda. On the consolidated
financial front, for Q4FY20, net sales
decreased by 0.91 per cent to `1,862.99
crore from `1,880.17 crore reported in
Q4FY19. Volumes were impacted
nationwide due to the lockdown restric-
tions. The PBDT also contracted by 25.84 2020

per cent for Q4FY20 to be `307.93 crore as Last Seven Days’ Volume Table
compared to `415.21 crore for Q4FY19.
(No. of Shares)
Subsequently, the net profit gained by the
Days Volume
company for Q4FY20 declined by 29.01
per cent to `207.38 crore as against `292.14 06 July, 2020 5446
crore gained in Q4FY19. During Q4FY20, 07 July, 2020 12831
the company successfully commissioned 08 July, 2020 5836
the 66 MW power plant at Kota which will 09 July, 2020 5380
10 July, 2020 3560
further help in reducing costs and
13 July, 2020 12436
improving the reliability of operations.
14 July, 2020 11270
With the strengthening of its product and
geographic portfolio, the company’s and adequate cash in hand to withstand
The scrips in this management remains positive of sustained the current subdued economic condi-
column have been growth over the medium term. Consider- tions and drive growth in the future, we
recommended ing that the company has stable cash flow recommend a BUY.
with a 15-day investment E.I.D - PARRY (INDIA) LIMITED CMP - `280.90
horizon in mind and
carry high risk. Therefore, BSE CODE Volume Face Value Target Stoploss
500125 73,249 `1 `305 `260 (CLS)

E.
investors are advised to
Scrip’s Movement I.D - Parry (India) Limited is a
take into account their risk diversified manufacturer of
appetite before investing, fertilizers, pesticides, sugar,
as fundamentals may ceramics, electronics and seeds. The company
is also diversifying into the manufacture of
or may not back the organic fertilizers, bio-pesticides, acetic acid,
recommendations. wall tiles and horticultural activities. On the
quarterly consolidated front, net sales were
reported at `4,245.09 crore in Q4FY20, up by
2020
16.42 per cent from `3,646.21 crore in
Q4FY19. Despite the effects of the lockdown
in the country, the company reported an
Last Seven Days’ Volume Table operating profit of `640.45 crore in Q4FY20,
(No. of Shares) increasing by 30.73 per cent `489.91 crore in
Days Volume
Q4FY19. In the quarter ended March 2020,
the company reported a net profit of
06 July, 2020 56393
`251.57 crore from `201.32 crore reported in
07 July, 2020 41385
08 July, 2020 18565
the same quarter for the previous fiscal year,
09 July, 2020 48843
showcasing a growth rate of 24.96 per cent.
10 July, 2020 12215
With a growing shift towards natural and
13 July, 2020 23531 organic products, the company has posi-
14 July, 2020 73249 tioned itself well in the field of human health
(Closing price as of July 14, 2020) and wellness. We thus recommend a BUY. DS

12 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Communication Feature

Sirca Paints: Bright And Colourful As Usual


Introduction of 8000 Tonnes for NC, Melamine and Economical PU products,
Incorporated by Mr. Sanjay Agarwal & Mr. Gurjit Singh Bains in and 4000 Tonnes for PU thinner and above in further years. At
2006, Sirca Paints India Limited is engaged in the marketing and peak capacity utilization, this manufacturing facility has a capacity
manufacturing of wood, metal, and glass coatings in India. The to generate ~225 Crores in revenue with an optimal product-mix.
company has an exclusive tie-up with global luxury wood coatings
brand - Sirca S.p.A (Italy) for distributing, manufacturing, and Unfortunately, a few weeks ago, on 27th June, there was a fire
technical know-how of Sirca products for India, Nepal, Bangladesh, incident at the company's newly commissioned manufacturing
and Sri Lanka. facility. The fire prominently destroyed shed area and raw materials,
the entire facility is fully insured and there has been no loss of life. In
The company is a preferred supplier to OEM's of furniture & fixtures. the interim, the company resumed manufacturing of the said
The company takes pride in serving clients like Godrej & Boyce, products at a temporary facility to ensure there is no loss of business.
Jindal Stainless, Indoline, Space Wood, MAS Furniture, among
others. On the Retail front, the company has a strong dealer network During the H1FY20, the company also successfully commissioned
of 1600+ dealers pan India and 15 branch offices & depots. its wall paints manufacturing unit with an annual capacity of 24 Lac
Liter.
Financial Performance
Product Launches
Financial Summary Hygiene Plus : Sirca through its R&D capabilities has developed
Profit & Loss Statement and launched a series of additives containing sanitizing
( In Crores ) microparticles, active in reducing up to 99.9% of bacterial
Particulars FY16 FY17 FY18 FY19 FY20 contamination on surfaces. This high-end product is receiving great
Revenue from Operations 70.54 82.51 89.22 116.17 135.05 appreciation & response from the influencers in the industry.
TotaI Income 72.66 84.34 93.57 122.35 140.66
Total Operating Expenses 60.91 62.30 63.26 84.31 103.26
Hand Sanitizers and Surface Disinfectants : These products will
EBITDA (Excludlng OI) 9.63 20.21 25.96 31.86 31.78
help Sirca in serving a growing demand for sanitization products at
EBITDA (Excluding OI) % 13.7% 24.5% 29.1% 27.4% 23.5%
the distribution channels of the paint industry, which is a growing
Interest Cost 0.10 0.10 0.18 0.11 0.08
Depreciation & Ammortlsatlon 0.51 0.39 0.59 0.93 2.39
trend. The company plans to principally cater to the demand of
Profit Before Taxes 11.13 21.55 29.54 36.98 34.18
sanitization in its own distribution channel, with no major
Profit After Taxes 7.27 13.70 19.38 25.89 25.15 marketing and sales efforts.
* Figures up till FY18 are not as per IND AS
Coping with COVID-19
The company has been able to grow its sales at a CAGR of ~18%, On May 5, 2020, after relaxations in the lockdown & obtaining
from 70.54 crores in FY2015-16 to 135.05 in FY2019-20. In the same necessary permissions from the local authorities the company
period, profits after tax (PAT) has compounded at a CAGR of ~36% resumed operations at its manufacturing facilities with 25%
from 7.27 crores in FY2015-16 to 25.15 crores in FY2019-20. The workforce and 25% production, as compared to the pre-COVID
company has built Northen India as a stronghold for the Sirca brand, levels.
which happens to be the biggest market for luxury wood coatings in
India. The company also partially resumed offices, depots and warehouses
wherever the lockdown restrictions were eased. After the partial
As per Mr. Sanjay Agarwal, the Chairman and Managing Director, " opening of the market, the company is witnessing a pick-up in the
This is just the beginning, the company has plans and taken necessary demand from Tier - 2 & 3 cities & smaller towns. Geographically,
step initiating to take its products to the entire India in the coming demand uptick for the company’s products has been relatively
very few years". In the last 2-3 years, the company has been building slower in Western & Southern India as compared to Northern
the necessary physical infrastructure, dealer network, branches & India.
depots to leverage its brand and product quality across India. As a
matter of fact, the company has grown its dealer network multifold Additionally, the company has observed demand inelasticity as far
from roughly 550 dealers in FY2018-19 to 1600+ dealers in FY2019- as the high-budget projects are concerned. In many cases, clients
20. The company is foreseeing a huge opportunity in the luxury are eager to get the ‘under-construction’ projects completed as soon
wood coatings segment, to that extent, Sirca has launched mass- as the market opens up. At present, the company witnessing good
market wood coatings products specifically for India to create brand volumes in our Italian PU segment as compared to the mass market
awareness & demand for its core products in its newly tapped products i.e. NC, Melamine, PU & Thinner.
territories. 
After a considerably disrupted Q1FY21; the company is confident
Capex & Launch of Products of achieving sales at par with the pre-COVID levels in Q2FY21, and
In November 2019, the company commissioned a manufacturing growth thereafter, provided there isn’t a major second-wave of
facility for mass-market products. This unit has been established with lockdown and restriction of movements across the country due to
a total CAPEX of ~33.20 Crores. This unit has a production capacity COVID-19.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 13


Technicals Equity
NIFTY Index Chart Analysis
NOT OUT OF THE WOODS YET!

T
here is a famous dialogue Roadmap for the next 15 trading sessions
from a Hindi film that goes Ideas Nifty Levels Action to be Initiated Probable Targets
thus: “Film sirf teen cheezon Resistance for the medium term 10,880
Trading above 10,880 on a weekly closing basis
11,100-11,300
se chalti hai, entertainment, would give further momentum to the bulls
entertainment, and Support for the medium-term
10,480 - Close below 10,480 on the weekly chart would
10,180
10,550 change the trend and trigger a retreat
entertainment!” Well, with the markets
overcoming hurdles one by one it could
be said that liquidity, liquidity and the weekly timeframe. This clearly wedge and below the 20-DMA. Further,
liquidity is helping the markets to ride suggested that the momentum is waning all the components of the Bank Nifty
over all the concerns. As a result, the at the higher levels. closed in the negative territory with
Nifty extended its up move for the fourth many frontline banking stocks exhibiting
straight week as on the weekend of July After trading between the range of bearish patterns. Now, going forward, the
10. The Nifty has rallied almost 45 per 10,676-10,848 for the five trading session, zone of 10,480-10,550 is a crucial
cent from the lows of March to July high, Nifty began the fresh week with bullish support level for Nifty. Why the zone of
10,480-10,550 is a crucial support zone is
because its confluence of 20-DMA and
50 per cent retracement level of the last
leg of up move (10,195-10,894) is placed
in this region.

The current fall shall get accentuated if


the index manages to close below this
support region as it would result into a
breakdown of the rising wedge pattern.
Further, a close below the 10,500-10,550
level would signal formation of an
intermediate top. The next key support is
seen around the levels of 10,180-10,200.
On the upside, immediate resistance is
placed at the 10,800 mark followed by the
10,880 where the 200-DMA is placed.
Near-term direction of the markets will
be dictated by the rise in the corona virus
surpassing the 10,800 mark. Further, the momentum and managed to pierce the cases, global cues and the Q1 earnings.
Nifty Midcap and Smallcap have also range on the higher side on an intraday
jumped 44 and 54 per cent, respectively. basis, and it seemed once again the tight The Q1 earnings of many corporates are
consolidation range would resolve higher likely to be weak amid lockdown by the
Currently, nearly 74 per cent constituents and the Nifty would march higher government to curb the virus infection.
of Nifty 500 are trading above their towards the 11,000 levels like it had done However, commentary by corporates
100-SMA compared to reading of about in the last couple of instances. However, would be crucial as they would provide a
60 per cent at the end of June. This clearly it failed to sustain at higher levels and it sense of the future outlook and roadmap
indicates rise in the market along with proved to be trap for the bulls. On of demand recovery. We would advise
improvement in the market breadth. Tuesday, the Nifty opened lower and it traders to book profit at regular intervals
However, after overcoming a plethora of declined sharply equal to the tight and investors to stay cautious and avoid
resistance in the form of 100-DMA, 61.8 consolidation range as we have kept aggressive bets at the current levels.
per cent retracement level of the recent mentioning time and again that breakout Stock-specific action would continue.
fall, Bearish Island and 200-weekly MA, or breakdown from the consolidation However, we would advise investors and
the Nifty found resistance around its leads to fast movement and this is what traders to take selective bets if they want
200-DMA. During the last week, Nifty we have managed to see. to venture into banking and financial
formed majorly indecisive bars on the BankNify also plunged over 3 per cent stocks. Bullish momentum is expected
daily chart and this resulted into a and resulted into a failed double bottom only on close above the 10,880 levels.
formation of the Spinning Top pattern on breakout as it closed below the rising Stay light and stay safe is the mantra!

14 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


STOCK RECOMMENDATIONS

ALKEM LABS .......................... BUY .......................... CMP `2,477.75


BSE Code : 539523 Target 1 .... `2,650 | Target 2 ..... `2,720 | Stoploss....`2,350(CLS)
The company is one of India’s largest generic and specialty
pharmaceutical entities. It has consistently ranked amongst
the top 10 pharmaceutical companies in India and its
portfolio includes leading brands like Clavam, Pan, Pan-D
and Taxim-O, which feature amongst the top 50
pharmaceutical brands in India. For over a decade, the
company’s dominance in the anti-infective segment has
remained unchallenged. After registering a high of `2,870 on
April 27, the stock entered into a correction mode which
halted near about the 200-EMA. Thereon, the stock
consolidated in a range and this led to the formation of a
triangle pattern.

Recently the stock has witnessed resolute breakout from the


triangle pattern, thus signalling start of a fresh leg of upward
movement. The 14-period RSI on the daily timeframe has
entered into bullish territory. Further, the directional indicator is in a buy mode as +DI is above the –DI on the daily timeframe. The
MACD histogram is rising, thus reflecting the bulls being in control of the trend. The uptrend is accelerating. Considering above
factors we recommend buying the stock with a stop loss of `2,350 for a target of `2,650 followed by `2,720.

ALEMBIC LIMITED .......................... BUY ....................... CMP `82.20


BSE Code : 506235 Target 1 ..... `94 | Target 2 ..... `103 | Stoploss....`75 (CLS)
Alembic Limited is engaged primarily in two businesses:
pharmaceuticals and real estate. In pharmaceuticals the
company is engaged in manufacturing and marketing of
fermentation and chemistry-based APIs. In the real estate
segment it is engaged in residential and commercial
projects. The stock is meeting all the CANSLIM
characteristics. The relative strength, which indicates the
price performance compared with the market, is as high as
94. The buyer demand rating stands at A+, which is
considered great. The EPS strength is good at 91.
The group rank is good too. Interestingly, the stock is also
meeting Warren Buffet’s rules of investing. As the stock is
trading near its all-time high levels, it is above its important
short and long-term moving average. The stock is meeting
Mark Minervini’s trend template. It is trading above 40, 30
and 10-weekly averages and all of them are trending up. At
the same time, there is a desired sequence. The 14-period RSI is in bullish territory and the trend strength is extremely high.
The Average Directional Index (ADX), which shows trend strength, is as high as 45 on a daily chart and 29 on a weekly chart.
Generally, above 25 levels is considered as a strong trend. In both timeframes, the stock is meeting the criteria. Furthermore, the
directional indicator is in the buy mode as +DI is above the –DI on the daily timeframe. Hence, we recommend buying this stock
since the consolidation phase is providing an opportunity for traders to buy this stock with a target of `94 followed by `103 with a
stop loss of `75. DS

*LEGEND: n EMA - Exponential Moving Average. n MACD - Moving Average Convergence Divergence n RMI - Relative Momentum Index
n ROC - Rate of Change n RSI - Relative Strength Index (Closing price as of July 14, 2020)
Disclaimer : Above recommendations are based on various technical parameters and any fundamental input has not been considered for the recommendations. Follow strict stop loss for the recommendation.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 15


Analysis Equity

Bharat Electronics Limited


Well-Armed For Growth
Even if the ongoing virus pandemic has disrupted operations, the company’s business prospects look very
encouraging at a point when the government continues to emphasize on ‘Make in India’ and indigenization of

B
defence manufacturing
harat Electronics Limited system solutions, civilian radars, environment in 2019. While the defence
(BEL) is engaged in e-governance systems and homeland sector continued to soar, growth in the
designing, manufacturing security. Its other range of products commercial aerospace sector has slowed.
and supplying of electronics includes electronic voting machines, In 2020, the aerospace and defence
products and systems for communication equipment, radar industry is expected to get back to its
defence as well as non- warning receivers and casings. BEL offers growth trajectory with the commercial
defence markets. The company’s principal electronic manufacturing services in areas aerospace sector recovering from its
products and services include weapon of printed circuit board assembly and decline in 2019.
systems, radar and fire control systems testing, precision machining and
and communication equipment. Its fabrication, opto-electronics components The defence sector has sustained its
defence products include defence and assemblies, and offsets, among others. growth in 2019 as security threats
communication; radars; naval systems; intensified, requiring governments
command, control, communications, Defence Sector worldwide to continue increasing their
computers and intelligence systems; defence budgets. Defence expenditure is
weapon systems; telecom and broadcast Revenues from the defence sector assumed to grow between 3-4 per cent in
systems; electronic warfare; electro-optics; contribute most towards BEL’s revenues. 2020 to reach an estimated USD 1.9
and solar photovoltaic systems. Analysts say that post a strong year in trillion as governments globally continue
2018, the global aerospace and defence to modernize and recapitalize their
Its non-defence products include turnkey industry experienced a descent business militaries. Most probably, growth will

16 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


likely be driven by increased defence
spending in the United States as well as in
other developing regions such as China
and India.

However, some industry experts believe


that as a result of the virus pandemic,
defence revenue budgets may be reduced
slightly. Meanwhile, it can naturally be
understood that when there is geopolitical
tension happening around India, there is
an increased interest in defence businesses posted in the previous fiscal. encouraging at a point when the
and related stocks. Indeed, during the government continues to emphasize on
recent India-China clash, the defence Thermal imaging cameras, integrated air ‘Make in India’ and indigenization of
sector-related stocks were favoured by command and control systems and part defence manufacturing. The virus
many. supply of long-range surface-to-air pandemic has indeed disrupted business
missiles were amongst the highest revenue operations and adversely impacted
Financials contributors. A considerable reduction in revenues of the government, which is one
trade receivables in FY20 compared to of the biggest customers of BEL. This
Looking at the quarterly trends on a FY19 can be seen in BEL’s balance-sheet, could further delay payments. The
consolidated financial basis, for the fourth thus indicating improvement in payments lockdown that was implemented
quarter of FY20 the company reported net from the government. Though order nationwide hit operations in the last week
sales of `5,728.57 crore, an increase of inflows in FY20 were down by nearly of March, as well as for the whole month
51.43 per cent as against net sales of 43 per cent, an order backlog of `51,970 of April and part of May, leading to
`3,782.87 crore for the same quarter of the crore provides for better revenue stretched delivery schedules.
previous fiscal. PBDT also increased by visibility.
54.85 per cent for the fourth quarter of Though the financials for Q4FY20 don’t
FY20 and was `1,520.67 crore as Conclusion reflect any impact of the lockdown, it is
compared to `982.05 crore for the fourth believed that certain volatility may be seen
quarter of FY19. For the fourth quarter of The company has a history of being a in the Q1FY21 financial results. In spite of
FY20, the net profit rose significantly by beneficiary in supplying equipments in this, healthy growth is expected for the
74.73 per cent to `1,038.92 crore as collaboration with Defence Research and company on the basis of a strong order
compared to `594.58 crore in the fourth Development Organisation (DRDO) to book and positive inflow of new orders
quarter of the previous fiscal. the Ministry of Defence. With a strong annually. Some traction in execution and
support of nearly 50 per cent scientists a favourable product mix will benefit BEL
On the annual front, in FY20, the and engineers and an established local to stabilise during the current tough
company reported net sales of vendor base, the company boasts of times.
`12,636.58 crore, an increase of 6.6 per quality research in the defence space with
cent over net sales of `11,854.70 crore huge capex being invested into research Additionally, BEL has been focusing on
reported in the previous fiscal. For FY20, and development. Going forward, the sustainable growth plans with enhancing
the PBDT stood at `2,850.26 crore, thus Akash missile and coastal surveillance manufacturing capabilities through
decreasing by 3.92 per cent YoY as against systems are some of the major orders the modernisation and expansion of facilities,
`2,966.47 crore for FY19. In FY20, the net company received in FY20. entering into joint ventures in existing
profit decreased by 3 per cent to and emerging businesses to enhance
`1,792.63 crore from `1,848.03 crore Hence, its business prospects look very business visibility and looking to increase
its foreign exports so as to increase its
foreign exchange earnings. Along with
Peer Comparison being well-positioned in the industry, BEL
Company Name Market Cap ROA ROE ROCE Adjusted EV/EBITDA Adjusted EPS has vast expertise to its advantage and
` Cr. (%) (%) (%) PE (x) (x) (`)
with a shift in focus on increasing
Bharat Electronics Ltd. 23988.26 10.12 22.97 32.21 11.8 7.21 7.91
revenues from non-defence segments the
Bharat Dynamics Ltd. 7289.1 7.16 20.24 32.33 12.3 6.37 23.06 company is well placed to benefit from a
Astra Microwave Products Ltd. 998.63 1.92 2.5 5.26 67.9 14.53 1.45 positive growth trend. Hence, we
Apollo Micro Systems Ltd. 248.96 6.36 10.83 12.42 7.43 5.76 14.03 recommend a HOLD. DS

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 17


Trackpad
GE Power bags contract worth `291.9 crore

G
E Power India Limited has bagged a contract worth `291.9 crore from
Megha Engineering & Infrastructures Limited (MEIL). The contract’s scope
includes design, engineering, procurement, assembly, inspection, the supply
of reversible pump-turbine and motor-generator with associated auxiliaries. It also
comprises of supervision of erection, testing and commissioning for unit 1 (1 x 125
MW) of package III of phase I, units 2 and 3 (2 x 125 MW) of phase II and unit 4 (1
x 125 MW) of phase III of Kundah Pumped Storage Hydro-Electric Project in
Nilgiris District of Tamil Nadu.

The project would provide peaking benefits of 500 MW (daily peaking energy would
be 3 MU with all four units of 125 MW each operating for six hours daily for the
whole year except during the month of January). Annual average energy benefits for
(11 months) would be 1,005 MU.

The foundation of this project was laid in May 2018. Its estimated cost during the
foundation was approximately `1,850 crore. Under the project, Tangedco’s
Porthimund and Avalanche-Emerald reservoirs in the district are utilised as the upper and lower reservoirs, respectively.

GE Power India Limited is engaged in the engineering, procurement, manufacturing, construction and servicing of power plants
as well as power equipment and is also engaged in the manufacture of steam generators.

GAIL set to invest in compressed bio-gas start-ups

D
elhi-based oil PSU, GAIL (India) Limited declared plans to invest in companies operating in the area of compressed
bio-gas (CBG) through its start-up initiative 'Pankh'. The company has opened up fresh rounds for solicitation which shall
open till July 24, 2020. It has stated that start-ups that are interested in equity funding can apply on GAIL's website.

Given the vast biomass resources in the country, GOI is placing special emphasis on their utilization by encouraging setting-up of
CBG plants. Furthermore, oil & gas companies are ready to give a commitment for offtake of CBG through the issue of letter of
intent (LOI). GAIL began the initiative 'Pankh' in July 2017, to identify and promote innovative ventures in a bid to support Prime
Minister Narendra Modi's objective to nurture the spirit of entrepreneurship. To promote the initiative, the company has created a
corpus of `50 crore for investing in start-ups and would also provide mentoring to them in core areas of the company, i.e. natural
gas and its derivatives. Till date, the company has made investments in 24 start-ups operating in various areas through four
solicitation rounds.

Cipla gets USFDA nod for Icatibant Injectable

P
harma major Cipla Limited declared that it has been granted approval for its
Abbreviated New Drug Application (ANDA) for Icatibant Injectable
30mg/3mL by United States Food and Drug Administration (USFDA).

Cipla's Icatibant Injectable pre-filled syringe 30mg/3mL is an AP-rated generic


version of Shire's Firazyr and is used to treat acute attacks of hereditary angioedema
(HAE) in adults.

According to IMS Health (IQVIA) data, Firazyr and its generic equivalents had US
sales of approximately US$ 270 million for the 12-month period ending May 2020.

Cipla Limited is a pharmaceutical company which offers products for therapeutic


areas, including cardiovascular, dermatology & cosmetology, children's health,
HIV/AIDS, diabetes, infectious diseases and critical care, malaria, oncology,
neurosciences, osteoporosis, ophthalmology, respiratory, urology and women's health. The company manufactures dry powder
inhalers, metered dose inhalers, nebulisers, nasal sprays and a range of inhaled accessory devices.

18 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Dilip Buildcon JV bags highway project worth
`1,900 crore

D
ilip Buildcon
announced that its
joint venture was
declared as the L-1 bidder for
the tender floated by National
Highways Authority of India
(NHAI) for a highway project
Karur Vysya Bank in Jharkhand and Bihar.
partners with Bajaj The company mentioned that
Allianz Life the cost of the bid project is

K
`1,900.08 crore and the time
arur Vysya Bank (KVB) forms a period for the completion of
strategic partnership with Bajaj the project, covering a length
Allianz Life to offer life insurance of 21.685 km, is 48 months.
solutions to its customers. The insurer’s
products will be available at the bank’s 780 The project is to be executed
branch offices, spread across India. on an engineering,
procurement and construction (EPC) basis, pertaining to the construction of a new
Bajaj Allianz Life through its affordable link NH-133B from Sahibganj bypass in Jharkhand, including Ganga Bridge stretch
and new-age life insurance solutions will and Manihari bypass as well as the widening of NH-131A stretch in Bihar.
enable the bank’s new and existing
customers to avail of the living benefits of As of March 2020, the company’s order book stood at `19,081.6 crore with around 64
life insurance and achieve their life goals in per cent of the order book relating to the roads’ segment. A further 45 per cent of its
a planned manner. total order book has come from NHAI. The latest order adds to the company’s robust
order book.
Under this partnership, all retail and group
products of Bajaj Allianz Life will be made
available to the bank’s customers, including
savings, retirement, investment, protection
Salasar wins US$ 2.43 million order

S
and critical illness life insurance products.
alasar Techno Engineering has received an order for the supply of 189 telecom
The bank has also partnered with Star towers to American Tower Corporation (ATC) Nigeria for a total consideration
Health & Allied Insurance to make of US$ 2.43 million (`18.50 crore at current exchange rate).
available the health insurance products
across all its branches. To date, for life Earlier, the company had signed a tower supply agreement with ATC Africa and has
insurance products, KVB has partnered now received their first order. It plans to execute the order during the next two
with Aditya Birla Life Insurance and this months.
time, with Bajaj Allianz Life.
As on March 31, 2020, the company had an EPC order book in hand amounting to
For non-life insurance products, it has `325 crores to be executed in the next six to eight quarters. Even during the
partnered with Bajaj Allianz General lockdown, orders worth `60 crores were received from two State Power
Insurance, ICICI Lombard General Corporations, taking the total of current orders in hand for EPC business to
Insurance & Digit Insurance. Also, for `385 crore.
health insurance products, it has formed
partnerships with Aditya Birla Capital Incorporated in 2007, Salasar Techno Engineering is a provider of customized steel
Health Insurance, Max Bupa Health fabrication and infrastructure solutions. Its primary products include
Insurance and Star Health & Allied telecommunication towers, smart lighting poles, utility poles, power transmission
Insurance. line towers, high mast poles, stadium lighting poles and monopoles. DS

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 19


Special Report

Gain The Most From Momentum Stocks


The market is gaining momentum while the broader markets are participating in a healthy way. Geyatee
Deshpande explains why it is a good idea to bet on momentum stocks while Vinayak Gangule recommends the
momentum stocks you can bank on

M
omentum stocks are always in fashion be it a respective 52-week highs that saw the Sensex gain 5 per cent in
bull market phase or a recovery phase in the the first 10 days of July. In the pre-pandemic period or the
markets. Momentum stocks are popular month just before the lockdown i.e. February, almost 380 stocks
because they have the potential to beat the touched their respective 52-week highs while January saw 438
benchmark index and the price rise is often stocks listed on the BSE hit their respective 52-week highs. The
swift in momentum stocks. Simply put, momentum stocks are lockdown period of April saw 77 stocks, May saw 62 stocks and
those that have shown an increase in price over the previous 3-6 June saw 280 stocks touching their respective 52-week highs.
months. Momentum investing works on the philosophy that
winners keep on winning and losers keep on losing at least in This goes to show participation is increasing as recovery is
the near to mid-term. getting priced in and an increasing number of stocks are
touching their respective 52-week highs. The broader market
The idea of buying based on price strength and selling based on participation reflects the strength of the current rally and
price weakness is at the core of momentum investing. Apart doubters in the current market rally and strength can relook at
from several momentum indicators that can be used to identify the broader market participation that suggests the health of the
momentum stocks, one of the best ways to gauge the rally. Many would argue that penny stocks and low liquid stocks
momentum in stocks and in the broader markets is to check the are also showing momentum but these stocks may not qualify
52-week high levels across the market. Any stock touching its as ‘good investments’ as the risks are considerably high while
52-week high is an indication of the underlying bullishness in investing in such low liquid and penny stocks.
the stock. The 52-week highs reflect the price strength that any
momentum investor may be looking for. Investor can thus focus on BSE 500 index constituents and
peruse those stocks that are showing relative price strength. By
Market Indicators focusing on BSE 500 constituents, investors will be focusing on
liquid scrips with relatively good fundamentals. As can be seen
If we consider stocks that are hitting their 52-week highs in July, in the table alongside, as many as 31 stocks out of 500 stocks
we find that almost 351 stocks on the BSE touched their have touched their respective 52-week highs as on July 10. The

20 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


momentum is picking up and more and more stocks are seen The most interesting aspect about
touching their respective 52-week highs. This is a healthy sign the BSE Momentum index has
for investors. been that the YTD returns
have been negative 8 per
In a momentum
Bse 500 : 52 Week Highs & Sensex Returns
Month
No of stocks making Sensex
cent while the Sensex has
dropped by 11.29 per cent
investing strategy, it
Jul-19
52 Week highs
94
Returns (%)
-5.00
on YTD basis. Usually, is important to ride
market correction phases
Aug-19
Sep-19
12
41
0.00
4.00
tend to batter momentum the positive curve as
stocks, thus leading to
Oct-19
Nov-19
27
32
3.00
1.00
underperformance. This goes long as possible.
to show that momentum
Dec-19 11 0.00
stocks can outperform the
Jan-20 80 -2.00
benchmark index or beat the
Feb-20 116 -6.00
markets if the momentum stocks are
Mar-20 13 -24.00
combined with fundamentals. Including
Apr-20 8 14.00 momentum stocks that are
May-20 7 -1.00 fundamentally poor could be
Jun-20 27 6.00 hazardous to one’s portfolio;
Jul-20 31 5.00 however, when relative price strength is seen in fundamentally
good stocks, these stocks should be preferred as beating
Momentum Strategy markets would be easy using these stocks. Note, however, that
There has always been a debate amongst market participants only in the year 2018 has the momentum strategy failed to beat
on which strategy is superior and can beat the key benchmark the Sensex while in all the other years the strategy has beaten
index consistently. A huge percentage of market participants the Sensex easily.
believe it is value investing that can help beat the markets
while another breed of investors believes in adopting Identifying Momentum Stocks
momentum strategy to beat the key benchmark index i.e. the
Sensex. Is it so simple that by adopting a momentum strategy While a large number of investors are convinced about the
you can beat the Sensex returns, that also on a consistent possible gains by adopting momentum investing strategies,
basis? It does seem so! If we look at the historical performance many investors struggle to identify quality momentum stocks.
of BSE Momentum index versus BSE Sensex, clearly the The following pointers should help guide momentum investors
outperformance of the BSE Momentum index is catchy, to say identify quality momentum stocks.
the least.
Earnings Acceleration : The trick is to identify those
The best part of the momentum investing strategy is that it has companies which are showing or expected to show acceleration
consistently beaten the Sensex returns. The below table or momentum in earnings. Chances are very good that the
reiterates this fact and highlights the outperformance of the stock price rise is steep in cases where the earnings’ acceleration
BSE Momentum index over the Sensex. The average return or earnings’ momentum is seen.
generated by the BSE Momentum index is around 11 per cent
over the past four and half years starting 2016 as compared to Analyst Revisions : It is often observed in the markets that
that of the Sensex that stands at around 7.77 per cent. There is whenever a leading broker revises the earnings’ growth and the
a clear outperformance of almost 3.33 per cent per annum. upside target, the stocks start showing traction as participation
The outperformance is good enough to be taken note of by the increases in that particular counter. It becomes important for
investing community. the momentum investor to track the analyst’s
BSE Momentum recommendations, the earnings upgrades and increase in price
Year Sensex (%) targets for the stocks. It will help the momentum investor to
Index (%)
2016 19.00 1.97 enter the investment early, thus creating an opportunity to book
2017 35.00 27.90 impressive profits.
2018 -8.00 5.90
2019 17.00 14.38 Technical Indicators and Price Volume Breakouts:
2020* -8.00 -11.29 Momentum investing can be best explored by using certain
Avg 11.00 7.77
technical indicators. In practice, there are very many indicators
2020 data as on 10th July
that can be applied; however, a chartist always has a few

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 21


Special Report
favourite technical indicators which he or she has mastered. Once the risks of momentum investing are known and
These carefully chosen technical indicators along with price well-calculated, the strategy can be best explored using various
volume breakouts in stocks can be used to buy momentum methods such as technical analysis, earnings momentum, etc.
stocks. Volume analysis is the key in momentum investing so to beat the markets consistently. Yes, in certain years the
that investors are not stuck with a false momentum signal. drawdown could be huge for those adopting the momentum
Usually the price breakout with huge volumes is considered strategy but in the longer run momentum investing strategy
healthy and reflects the strength in price momentum. stands out and has proven to be beating the broader markets
quite comfortably. Investors have to constantly check if the
Improving Valuations : Whenever investors find that momentum is fizzling out. Change in market moods and
there is improvement in the overall valuations of the company, change in market leadership need to be ascertained for optimal
chances are that the company’s stock price will start rising, results while adopting a momentum investing strategy.
beating the benchmark indices or even the broader markets.
The best example in front of us right now is that of Reliance It is quite possible that small-caps and mid-caps are the flavour
Industries Limited (RIL). The stock saw a massive re-rating and of the season and as a momentum investor you may construct a
the value got unlocked due to Reliance Jio. The overall portfolio primarily including small-caps and mid-caps.
valuation improved for the stock, thus making it a perfect However, the market flavour changes as it did in 2018 when
candidate for momentum investing. suddenly the small-caps and mid-caps were out of favour owing
to the SEBI directives issued to mutual fund companies,
limiting their holdings of small-caps and mid-caps. Large-caps
Nifty 500 : Stock That Touched 52-Week High Recently
started showing momentum for a good two years post such a
Company Name Market Cap 52 Week 52 Week Returns YTD shift in the market trend.
(` Cr.) High Date High Price (%)
Alkyl Amines Chemicals 4945.00 10 Jul 20 2833.00 119.66 As a momentum investor, it is imperative to switch from
Aurobindo Pharma 48090.91 10 Jul 20 828.45 79.07 small-caps and mid-caps to large-caps simply because the
Bharat Rasayan 4102.37 10 Jul 20 11000.00 53.81
momentum has changed from broader markets to select
large-caps. Also, whenever the markets correct, the next market
Biocon 49716.00 10 Jul 20 420.35 40.73
rally throws up new market leaders. It is not always that banks
Britannia Industries 89659.46 10 Jul 20 3752.50 22.53 have to lead the market recovery phase and consequent market
Escorts 13944.35 10 Jul 20 1140.80 87.66 rallies. The leadership could come from IT, FMCG or
Granules India 5957.99 10 Jul 20 240.00 92.36 automotive stocks. As a momentum investor, efforts need to be
concentrated on identifying the emerging market leaders. This
Larsen & Toubro Infotech 36727.3 10 Jul 20 2115.00 18.41
exercise, if executed well, can reap abnormal profits in the near
Laurus Labs 6388.68 10 Jul 20 603.80 61.74 to medium-term and eventually beef up the long-term
PI Industries 26730.39 10 Jul 20 1789.05 21.61 performance.
Poly Medicure 3093.94 10 Jul 20 365.00 62.13
Momentum investing produces best results in a bullish market
Reliance Industries 1270247.60 10 Jul 20 1884.40 25.61
setup and also in the market recovery setup. The results could
Tata Communications 18110.33 10 Jul 20 649.00 59.5 be disturbing during market correction phases for those who
Tata Consumer Products 39417.58 10 Jul 20 437.75 32.79 are stuck with momentum stocks. For best portfolio results,
Uflex 1868.47 10 Jul 20 264.25 27.75 investors can construct a diversified portfolio of momentum
stocks that are fundamentally strong with quality balance-
sheets and earnings’ growth in place. In simple words, adopt a
Conclusion momentum investing strategy where investors buy only those
stocks which have shown a price rise in the past three to six
There is a saying that when it comes to an equity investing months.
strategy, any single strategy that is guaranteed to deliver profits
and known to all is doomed to fail in the long term. In other Stocks that show momentum in a price rise are fundamentally
words, there is no single strategy that has worked for all strong. This exercise may limit the downside in the portfolio
investors. Momentum investing strategy, however, remains an even when things go wrong i.e. when the market undergoes
exception. Across various asset classes and geographies, correction. Right now, when the global markets are in a
momentum investing has proven to be a profitable and recovery phase and the momentum in stocks is strong, it could
market-beating strategy. That said, momentum investing is not be an ideal time to pick up momentum stocks albeit with the
for the fainthearted and requires constant monitoring of realisation that market correction is always a possibility. We
portfolio or at least higher monitoring when compared to value have handpicked a couple of momentum stocks that may add
investing. value to your portfolio.

22 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Stock Recommendations
In the category of momentum stocks, we are recommending herewith two stocks that have the potential for quick growth and
gains:

Fine Organic Industries CMP (`) : 2068.30


BSE Code : 541557 I Face Value (`) : 5 I Mcap FF (Cr.) : 1,585.35 I 52 Week High / Low : `2,548.30 / 1,350.00

F
ine Organic Industries Limited manufactures 28.19 per cent to
oleochemical-based additives for food, plastic, cosmetics, `35.26 crore from
paint, ink and coatings. The company sells its products the net profit of
under the brand ‘Fine Organics’. Its products include Datem, `27.51 crore gained
Acetem and Lactem. It primarily manufactures three types of in the fourth quarter
food additives: anti-fungal agents and preservatives, emulsifiers of FY19 as a result of
and other specialty additives. It manufactures a range of plastic higher other income
additives such as polyolefins additives, styrenics, elastomer and and lower tax rate.
thermoplastic elastomer compound additives, engineering
plastic processing additives, foamed plastic product additives, Looking at the
polyvinyl chloride processing additives and thermosets or annual trend, net
composite product additives. The company is also involved in sales were reported
the manufacturing of cosmetic and pharmaceutical additives to be `1,038.08 crore
and rubber additives. It produces anti-settling agents, for FY20, thus
thickening and anti-sagging agents, wetting and dispersing decreasing by 2.1 per
agents, defoamers, biocides and anti-mar waxes. Its subsidiaries cent when compared
include Fine Organics USA Inc. and Fine Organics Europe to `1,060.33 crore for
BVBA. FY19. In FY20, PBDT increased by 1.69 per cent to
`255.84 crore from `251.58 crore reported for FY19.
On the consolidated financial front, the net sales for the fourth The company calculated the net profit for FY20 at `169.86
quarter of FY20 amounted to `247.28 crore – a decrease of crore, rising by 21.67 per cent compared to net profit of `139.61
13.02 per cent as compared to net sales of `284.28 crore for the crore gained in FY19.
fourth quarter of FY19. The decrease in sales figures for
Q4FY20 can be attributed to the loss of sales during the last two During the year, a favourable product mix resulted in achieving
weeks of March led by the virus pandemic and also on account higher margins. Meanwhile, the short-term revenue outlook
of the logistic problems faced domestically as well as in many remains a bit uncertain as the company’s management expects
other countries. that pre-pandemic operational level would be achievable only
post Q2FY20 since the speed of recovery in the existing
The PBDT for fourth quarter of FY20 was reported to be business environment is still comparatively slow and quite
`60.33 crore, which is an increase of 0.62 per cent as compared challenging. An increase in demand in the additive industry has
to `59.96 crore reported for the same quarter of the previous allowed for the company to undertake capacity expansions
fiscal year. The company’s net profit gained in Q4FY20 rose by which could further lead to volume growth.

Quarter On Quarter (Consolidated) The company is expanding its capacity by 42,000 MTPA out of
Particulars 202003 201912 Q on Q Var % 201903 Y on Y Var % which 32,000 MTPA is in its Ambernath plant dedicated for
Net Sales 247.28 266.19 -7.10 284.28 -13.02 plastic, rubber and cosmetic additives. This plant was
Total Expenditure 189.95 208.82 -9.03 224.81 -15.51 commissioned in Q2FY20. It will provide the company with
PBIDT (Excl OI) 57.33 57.38 -0.08 59.48 -3.61 opportunities for revenue growth. Going forward, a strong
PAT 35.26 36.17 -2.52 27.51 28.19 balance-sheet and volume growth backed by capacity
PBIDTM% (Excl OI) 23.18 21.55 7.56 20.92 10.80 expansions, growing demand for green additives from the food
PBIDTM% 25.03 23.59 6.10 21.14 18.40 industry, changing customer preferences and better business
PATM% 14.26 13.59 4.93 9.68 47.31 mix will strengthen the company’s growth trend. Hence, we
Adj. EPS(`) 11.21 11.68 -4.02 8.69 29.00 recommend the option of BUY.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 23


Special Report

RPG Life Sciences Limited CMP (`) : 288.05


BSE Code : 532983 I Face Value (`) : 8 I Mcap FF (Cr.) :157.21 I 52 Week High / Low : `351.00 / 146.00

R
PG Life Sciences Limited develops, manufactures and
markets branded drugs, bulk drugs and generics. It
operates through four business units, which include
APIs, global generics, global formulation and biotech. The API
product line offers a range of synthetic APIs in the general
therapeutic category to Europe, Latin America, Asia and the
United States markets. Its global generics business unit
commercializes finished dosage forms in markets such as North
America, the European Union and Australia. The global
formulation product line of the company manufactures and
markets finished dosage formulation in domestic and other
markets. In the biotechnology space it offers oncology products
through the fermentation route. Its portfolio of products
includes tablets such as Anastrazole, Exemestane, Lamotrigine
and Azathioprine.

On a standalone quarterly front, net sales reported by the


company grew impressively by 28.88 per cent in Q4FY20 to
`88.67 crore from `68.80 crore in the same quarter for the
previous fiscal year. Operating profit in the quarter ended
March 2020 surged by 84.79 per cent to `12.88 crore from `6.97 impressive growth rate of 168.36 per cent.
crore in the quarter ended March 2019. The net profit reported
by the company was `2.98 crore in Q4FY20, expanding by The Indian medical device and pharmaceutical sectors have
93.51 per cent from `1.54 crore in the corresponding quarter witnessed a disruption in their supply chain due to the virus
for the previous fiscal year. The company’s EBITDA margins pandemic scenario, particularly due to the temporary
improved from 10.1 per cent in Q4FY19 to 14.5 per cent in suspension of raw materials and Class 1 medical devices from
Q4FY20. China. This has resulted in the Indian government strongly
focusing on building India’s capability in the healthcare,
Looking at the annual trends, the company reported net sales of pharmaceutical and bulk chemicals sector to reduce import
`375.57 crore in FY20, growing by 13.75 per cent from `330.16 dependency. The long-term prospects of the industry thus look
crore in the previous fiscal year. Operating profit reported for positive with the government’s focus on increasing mass access
the fiscal year ended March 2020 came in at `59.88 crore, to healthcare.
increasing by 74.27 per cent from `34.36 crore recorded in the
fiscal year ended March 2019. Net profit grew substantially to Overall, RPG Life Sciences recorded fairly consistent sales and
`29.01 crore in FY20 from `10.81 crore in FY19, showcasing an profit performance for all four quarters this year and has been
largely unaffected on the financial front due to the disruptions
Quarter On Quarter (Standalone) caused by the pandemic and resulting lockdown. For the fiscal
Particulars 202003 201912 Q on Q Var % 201903 Y on Y Var % year ended March 2020, the company registered a turnaround
Net Sales 88.67 94.37 -6.04 68.80 28.88 performance led by its biggest contributing domestic business,
Total Expenditure 76.17 79.48 -4.16 62.25 22.36 which grew over 23 per cent, much ahead of the market growth.
PBIDT (Excl OI) 12.50 14.89 -16.05 6.55 90.84 The company’s rejuvenated product portfolio, its focus on the
PAT 2.98 7.91 -62.33 1.54 93.51 prescription generation and sales force effectiveness are likely to
PBIDTM% (Excl OI) 14.10 15.78 -10.65 9.52 48.11 be the key contributors driving growth in revenues in the
PBIDTM% 14.53 15.82 -8.15 10.13 43.44 quarters ahead. We recommend our investor readers to BUY
PATM% 3.36 8.38 -59.90 2.24 50.00 this scrip.
Adj. EPS(`) 1.80 4.78 -62.34 0.93 93.55 (Closing price as of July 15, 2020)

24 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Tax Column
amount of allowance received by an sale price is more than the indexed cost,
assessee, (b) amount by which actual you have to pay taxes at 20 per cent on the
expenditure incurred by an assessee surplus considering that it is long-term
towards rent exceeds one-tenth of amount capital gain.
of salary, and (c) amount equal to 50 per
cent of the salary due to an assessee if an I was working with an MNC under a contract of
assessee it located at Mumbai, Kolkata, employment which is valid up to March 31,
Delhi or Chennai. You have received actual 2021. Due to COVID-19, the management
rent of `180,000 (`15,000 for 12 months) decided to terminate my contract . On
Jayesh Dadia and you have actually an incurred an
expense of `180,000. This amount should
termination of my contract I was paid a lump
sum compensation of `5 lakhs on June 25, 2020.
Chartered Accountant be reduced by 10 per cent of the salary i.e. Is this taxable considering that it is nothing but
`60,000 which comes to `120,000. Further, capital receipt as compensation for loss of
As an individual investor I have invested a
50 per cent of the salary comes to `300,000. income? During the lockdown period, I received
substantial amount in listed companies’ shares. I
The lower of all these three is `120,000
am likely to receive substantial dividend in the donation of `1 lakh from charitable trusts to
which you are entitled to deduction while
current financial year. Is the entire dividend meet household expenses and medical expenses.
computing the salary. Although you have
taxable in the hands of individuals and at what paid `180,000 towards rent, the exemption Is this amount taxable? Further, due to financial
rate? under HRA will be restricted to `120,000 stringencies, I entered into an agreement for the
Dividend received on or after April 1, 2020 per annum. sale of my house for a consideration of `1 crore.
is taxable in the hands of the recipient of I received advance of `10 lakhs in February
the dividend. Prior to this date, dividend 2020. Due to the pandemic the prospective
I, in my individual capacity, acquired a
income was exempt under Section 10(34) buyer could not make the balance payment
residential premise in financial year 2019-20 for
of the Income Tax Act to the extent of `10 before May 31, 2020. As a result, and in view of
`2 crore. The stamp duty registration valuation
lakhs in the hands of individuals. However, the agreement, the advance of `10 lakhs was
of the said property on which stamp duty was
FY21 the entire amount of dividend is paid is `2.60 crore. What would be the tax forfeited. Is this amount taxable?
taxable at the normal rate of taxation and a implications in my hand in view of this
surcharge is also applicable. No amount of difference? I am planning to sell the said Under Section 56(2)(xi) of the Income Tax
dividend is exempt. The company will property after a period of two years. In that Act, any compensation or other payment
deduct TDS at 10 per cent if the dividend case, what would be the tax implications and received by any person in connection with
amount exceeds `5,000. Under Section 57 termination of his employment is taxable
how does one compute capital gain in the year of
of the Income Tax Act you can claim as income from other sources. The
sale?
deduction of any interest incurred by you compensation of `5 lakhs received by you
in earning dividend income restricted to 20 Under Section 56(2)(x) of the Income Tax is definitely in connection with termination
per cent of the total dividend income. Act, if you receive or acquire any of your employment. This clause was
immovable property at a consideration inserted with effect from April 1, 2019.
A resident of Mumbai, I am employed with a which is less than the fair market value, the Since you have received payment
private limited company and receive a salary of difference between the actual amount paid subsequent to that, `5 lakhs is clearly
`600,000 per annum. I stay in rented and the fair market value is taxable in your taxable as income from other sources in
accommodation and pay rent of `15,000 per hands as income from other sources. The FY21 relevant to assessment year 2021-22.
month. I also receive house rent allowance (HRA) ready recknor value is considered as the If the charitable trust from whom you have
from my employer of `15,000 per month. I do fair market value under the said section. received `1 lakh as donation is registered
not receive any other benefit or perquisite from Accordingly, you have to offer `60 lakhs as under Section 12A or Section 12AA of the
my employer other than HRA. Since I receive HRA income from other sources under Section Income Tax Act, the said donation is not
from the employer and pay exactly the same 56(2)(x) of the Act and pay taxes for the taxable in your hand. However, if the trust
assessment year 2020-21. When you sell is not registered then the amount of `1 lakh
amount to the landlord, is any portion of the HRA
the said property after holding for two is taxable, subject to basic deduction of
taxable?
years, it becomes a long-term capital asset `50,000 under Section 56(2)(x) of the
Under Section 10(13A) of the Income Tax and any surplus arising out of the sale Income Tax Act. You have mentioned that
Act, any special allowance specifically would be treated as long-term capital gain. `10 lakhs was received by you as advance
granted to an assessee by his employer to The cost of the said property for the in the course of negotiations for transfer of
meet expenditure actually incurred on purpose of calculating capital gain would capital asset. It is also a fact that `10 lakhs is
payment of rent in respect of rented be `2.60 crore as per Section 49(4) of the forfeited as the negotiation did not result
accommodation occupied by an assessee is Income Tax Act. You will also be entitled into transfer of capital asset. Therefore, this
exempt to the extent specified in Rule 2A of for indexation for two years. If the indexed amount is taxable in your hands as income
the Income Tax Rules. Under this rule, the cost is less than the sale price, you will also from other sources under Section 56(2)(x)
exempt amount should be less of (a) actual be entitled long-term capital loss but if the of the Act for assessment year 2021-22. DS

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 25


Cover Story

Creating Wealth Through


Value Unlocking

26 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


You will find value investors
always on the lookout for stocks
that are traded at let’s say
`100 per share but with actual
intrinsic value of maybe `200
per share. However, most
investors never understand the
concept of intrinsic value and
hence are deprived of knowing
what the underlying true value
of their investment is. Value
investors make maximum gains
when ‘value unlocking’ takes
place. Yogesh Supekar and
Karan Bhojwani explain what
value unlocking is and how
investors can benefit by
investing in those companies
that are about to unlock value
for shareholders
DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 27
Cover Story

M
ahendra Mishra is a resident of ordinary shop but a listed company and with monthly revenue
Uttar Pradesh and has been of approximately `720,000 per month forms a new subsidiary
running a small sweetmeat shop called Chariot Hotels to start generating additional revenue to
in the name of ‘Chariot Sweets’ the tune of `3,000,000 per month. Chances are that this listed
since 25 odd years. He has company will be in great demand as the revenues on a
established himself in Kanpur, one consolidated basis have jumped manifold. Thus, the stock price
of the biggest cities in the state. On of such a company can create a lot of wealth for its shareholders.
an average, the shop generates It is vital for investors to look at the consolidated results
sales of at least `24,000 per day. As an entrepreneur he is happy carefully and then take appropriate investment decisions. Not
with what he has been doing for several years and believes the every investor will be able to pre-empt the value unlocking that
sales are satisfactory. However, his son, who has recently may take place in the future. However, for the discerning few it
finished management studies from one of the premier institutes is possible to identify such stocks in advance.
in India, does not share the same feeling. He thinks efforts
should be made to expand and generate higher cash flows. Understanding Value Unlocking
Almost 18 years ago, Mishra had purchased a piece of land for a It is common to see companies attempting to unlock value and
meagre amount of `250,000 in the heart of the city, which is create shareholder value. Shareholder value can be created over
today worth nearly `5 crore. He is undoubtedly happy with his long term if the company is able to execute its plan
investments and believes that the land can stay idle till the time meticulously. It is not necessary that all companies are able to
his focus is on the shop which provides his family with all the unlock value optimally as the end result is often dependent
required comforts. His son has other ideas. He believes that the upon timely decisions, market environment and execution
land can be monetised either by selling and generating cash to capability. Hence, such companies will never find a great
expand the current business or be utilised for a new project number of buyers. However, there will be lot of buyers for those
such as constructing a hotel and thereby foraying into a fresh stocks where the catalysts for value unlocking are present.
line of business or through an investment in a commercial
partnership. Reliance Industries Limited is a point in case and a perfect
example of how to unlock value and reward shareholders. After
After internal discussions the family decides to construct a a lengthy underperformance, RIL has been able to create
hotel with a multi-cuisine restaurant, thus putting the idle tremendous shareholder wealth since its launch of the Reliance
land to good use. The projections suggest that minimum Jio platform. It is speculated that soon RIL will launch an IPO
revenue of `30 lakhs per month is possible from the new for its flourishing telecom arm i.e. Jio. Investors should not be
project which will initially require an investment of `5 crore at surprised if RIL decides to list its retail subsidiary, Reliance
the very least. The project is expected to achieve breakeven in Retail, as well. It is widely expected that listing of these two
five years’ time after discounting the growth in revenue and business segments will unlock value for shareholders of RIL in
other associated factors. This example drives home the three to five years as they are expected to hit the markets by
meaning of ‘value unlocking’ for Mishra’s business in Kanpur. then.
The main business remains as it is, given the fact that it has
built up goodwill and brand value over more than two Lot of things are going on in favour of RIL. It is not just the
decades. telecom business and the retail business that are expected to
create shareholder value but also the ARAMCO deal that is
Here, Mishra’s son becomes a catalyst and decides to monetise expected to help RIL reduce its debt beyond 2021 and almost
the available asset in the most profitable manner with profit make it a debt-free company. Being a debt-free company would
projections that are in multiples of the original revenue and be a great positive factor in favour of the RIL stock. In all
profits of the sweetmeat shop. It is a simple example of an probability, RIL will be able to create shareholder value or
unlisted entity where the owner of the shop is the only unlock value by selling stake in the petroleum business and by
shareholder of the company. However, in the real world the listing its business segments in the telecom and retail sectors.
situation can be much more complex even though the concept
of value unlocking remains more or less the same. Indeed, if The Method
any investor is able to buy a share just before any large
conglomerate is in the process of unlocking its value, chances Following are the various ways in which any conglomerate can
are the investor will be rewarded handsomely. unlock value: mergers and acquisitions, de-listings, spin-offs,
In the above example, imagine if Chariot Sweets was not just an reorganisations, recapitalisations, refinancing and other ways

28 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


which lead to jump in earnings and revenues. There have been
instances where the value is unlocked simply by a change in
Case Study
management. A reputed business leader taking over the helms
of the business operations also acts as a catalyst. One of the best Several media reports suggested in
examples in corporate India is that of IndusInd bank. The
change in management and the consequent recapitalisation was
2015 that unlocking value of almost
the catalyst in unlocking value at the bank. Romesh Sobti is `33 billion in equity was possible by
known as a man who turned around IndusInd Bank. Under his
management, IndusInd Bank has remained one of the best Adani Enterprises as it underwent
performing stocks on the Bankex index for a decade after 2008.
restructuring of businesses. Adani
Sobti took charge of IndusInd Bank in February 2008 when the
bank was in a bad shape. The bank had never reported losses in
Enterprises demerged its power
its existence of 15 years but now there was serious mismatch in business and merged it with sister
its assets and liabilities while the quality of its books and capital
was seriously impaired. Investors didn’t want to touch the stock company Adani Power and it merged
and customers were closing their accounts. A change in
management and an astute leader in the form of Romesh Sobti
its port business with Adani Ports &
helped IndusInd Bank unlock its value, thus creating SEZ. Adani Enterprises and Adani
tremendous wealth for its shareholders. Value unlocking
happens not only when demergers, listing of subsidiaries or Power have both outperformed the
change in management take place but also when any company
decides to shut down its loss-making units or sell off its
markets since 2015 running up to the
non-important businesses. start of 2020.

Investors do have a great opportunity to enter into Unlocking Value and Demergers
an investment when one sees a company unlocking
Unlocking value in simple words could also mean selling
its value. However, it is not as simple as it seems. undervalued assets and thereby increasing the value of the
Often enough, an investor can get excited on hearing company for its shareholders. Demerger is one of the most
popular methods adopted by large conglomerates such as
terms like delisting, demerger, merger and RIL, Adani Group, Aditya Birla Group, etc. to unlock value.
acquisition, unlocking value, special dividends, listing What the demerger of a group essentially does is to usher
of subsidiary, etc. Not all corporate actions may in greater investor focus on to the subsidiary company and its
business potential – just as RIL has done with reference to
create wealth for shareholders in the long term. One Reliance Jio or Aditya Birla Group did with IDEA when
needs to tread carefully. it was listed on the bourses. It is common to hear analysts say
the group is unlocking value whenever demergers are
announced.
Recently, with the whole world fighting a seemingly unending
war with corona virus, Mahindra & Mahindra announced that What investors ought to know is the sum of parts for the
it was willing to let go of its ownership stake in SsangYong, its businesses under consideration. For example, there are several
South Korean subsidiary. SsangYong is believed to have picked companies that conduct business across different industries or
Samsung Securities – expected to work with its global strategic verticals such as Tata Group, Aditya Birla Group or Reliance
partner Rothschild – to find a new investor. Such a Group. If we consider RIL, which has subsidiaries spanning oil
development at Mahindra & Mahindra can be termed as value and gas, telecom and retail, an investor has to understand that
unlocking for shareholders if such subsidiaries are not the value of the parent company should be a simple sum of the
contributing to the revenues and profitability on expected lines values of all the businesses. Logically speaking, this is how it
and are dragging the overall profitability of the parent company. should be but it may not always be the case. At times the value
Such a shift in strategy augurs well for the parent company as it of the parent company is substantially below the sum of the
helps raise capital in tough market conditions and also parts valuation. This identification of discounted value in a
improves overall profitability while allowing the capital to be parent company should trigger a buying decision for the
allocated to the most profitable projects. investors.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 29


Cover Story
command true valuation.

Investors often compromise in such situations. Another


example can be that of RIL. Let’s say an investor is extremely
bullish on the prospects of the oil and gas sector in India. RIL
Great investors are not unemotional, being one of the leading players in the sector, an investor may
but are inversely emotional – they get consider buying RIL’s shares. However, after due diligence the
investor is concerned about the prospects of its telecom
worried when the market is up and business and also of its retail business, for example. In such a
feel good when everyone is worried. case, the investor will either not take exposure at all in the stock
or will reduce his or her appetite for the stock.
Bill Miller
Also, most of the times the conglomerate businesses are
complex and beyond the understanding of investors, and that
can also lead to conglomerate discount. Demerger can lead to
At times such a discount is also known as conglomerate unlocking of value as the demerged entity can have better debt
discount. Whenever the value of the parent company is not a and credit ratings, renewed focus, etc. It is quite possible that
simple sum of its subsidiaries, a conglomerate discount is RIL may have huge debts and hence the cost of debt for
available. It is common to see the share price of such Reliance Jio is also high. However, once demerged, the debt
conglomerates at discount to their simple value i.e. sum of will be reduced and the risk perception for the company
parts. Investors need to understand the discount on offer while changes and can enjoy lower cost of debts.
buying a conglomerate company’s share which is about to
unlock value by demerging its subsidiaries. There could be While demergers and unlocking value do go hand-in-hand, the
many reasons why the conglomerate discount exists. Most of end results are more subjective than what appears to the naked
the times investors do not want to take exposure to the eyes. Demergers could backfire and investors have to be
subsidiary companies but are forced to do so when they buy cautious of being caught on the wrong foot. At times the
the conglomerate companies. demergers could simply be gimmicks to improve market value
and demerged businesses may actually have been better off
Consider, for example, Piramal Enterprises. After thorough staying merged with the parent company. The reasons could be
due diligence, the pharmaceutical business of Piramal brand value, cost sharing or even better management control.
Enterprises looks extremely lucrative and investors would be Demerger should not always be considered as being ‘always
tempted to get exposed to this business segment of the group. profitable’ for shareholders.
However, when one buys this share on the bourses there is the
baggage of buying the non-banking financial company run as a Conclusion
subsidiary by Piramal Enterprises. An investor may like the
pharmaceutical business but does not want to be exposed to Investors do have a great opportunity to enter into an
the NBFC segment of the parent company. This situation leads investment when one sees a company unlocking its value.
to the parent company trading at discount and unable to However, it is not as simple as it seems. Often enough, an
investor can get excited on hearing terms like delisting,
demerger, merger and acquisition, unlocking value, special
dividends, listing of subsidiary, etc. Not all corporate actions
may create wealth for shareholders in the long term. One needs
to tread carefully.
Being a value investor means you look
at the downside before looking at the That said, investors have to carefully analyse the investing
opportunities by carrying a sum of parts’ valuation exercise
upside. Face up to two unpleasant facts: and arrive at the conclusion whether the parent company is
the future is never clear and you pay a available at a discount. One of the better ways to study such
opportunities is to look at the gap between the consolidated
very high price in the stock market for a results and the standalone results. If on a consistent basis a
cherry consensus. Uncertainty is the subsidiary is contributing higher revenues and profits, it is a
good sign and chances are the profitable subsidiaries could be
friend of the buyer of long-term values. demerged and listed separately, thus creating an investment
opportunity. DS

30 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Databank Updated as on July 10, 2020

Key To
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Databank Updated Information
more than 3500 companies on our website www.DSIJ.in
NoShold: Indicates the Number of Share Holders of the company. (In Thousands)
 Face Value: Actual cost of the stock assigned by the security issuer and shown in the certificate. 
 Year: First two digits shows Year while last two digits show month of calender, eg. 1103 shows Market Cap: Current market price multiply no.of equity shares. 
March’2011 results. Price: Current Market Price. 
 CEqt.: Current paid up capital of the company. 52 Week H/L: High/Low range is taken for the market prices during the 52 week H/L.

 B.V: Book Value Per Share: Equity capital plus reserves to the number of equity shares. Enterprise Value : Current Market Cap Plus Debt Minus Cash and Bank Balances. 
 Sales: Sales figures includes Excise duty. Trail.P/E Ratio: Current market price to Trailing 12 months EPS. 
 NP: Net Profit : Profit after tax but before investment allowance reserves. Ticker: BSE Scrip Code 
 EPS: Earnings Per Share: Ratio of net profit less preference dividend to the number of equity U: Unaudited. 
shares (Annualised). Companies with an (“) following their equity capital have increased their capital after the

 Div (Rs.): Indicates the dividend per share. last financial year.
 D/E Ratio : A measure of a company’s financial leverage calculated by dividing its total  Companies with an (*) Before the name of the Company, indicates new addition/
Debt by stockholders’ equity. updation/correction made during the fortnight.
 RONW (%): Net Profit Divided by Total NetWorth.  CB: Cum-Bonus XB: Ex-Bonus.
 Latest Quarter: Indicates the recent quarterly filing of the company with the stock  EX: Ex-Rights wherever the price is indicated a Ex-bonus or Ex-rights, the
exchange. corresponding figures for equity. Reserves, Book value and EPS are adjusted
 YearToDate : Latest Results (qtr,half or Nine) of the company. as per the bonus or the Rights ratio.
 Sales Growth % : Indicates the % growth of sales on year-on-year basis. Notes: (A) The Profit figure reflects the performance of the current year. We have
made the necessary adjustments for the prior year’s entries in P/L .A/c to reflect the
 NP Growth % : Indicates the % growth of Net profit (NP) on year-on-yearbasis. true performance of the current year. Thus our figures may not be comparable with those
 Promoter Holding: Indicates the % of equity holding with the promoters of the company. published elsewhere unless they represent the same thing. (B) Source of information is
 Promoters pledged shares % :Indicates the % of shares Pledged by promoters. Company press releases and Annual Reports.
Institutional Holding: Indicates the % of equity holdings in the company held by Financial
Institutions, Banks,Insurance companies,MF’s and FIIs. Data powered by: Dion Global Solutions Ltd.,
Bangalore. Tel:080 - 40467500. For more details visit www.dionglobal.com

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)

Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP

1 AGRO - OTHERS
IND. COMPOSITE 50 482 29
*Mishtann Foods L 1 2003 50.0 1 482 0.0 0.0 0.00 0.5 0.0 2003 127.8 -8.9 - - -1 - - 49.28 0 0.00 2.8 577 11.54 44/5 613 -
2 AIRLINES
IND. COMPOSITE 1098 68156 -1332 7
InterGlobe Aviation 10 2003 384.8 152 35756 -248.2 -6.4 - 0.3 - 2003 8299.1 -873.5 - - 33 - - 74.85 0 22.75 61.6 39138 1017.10 1911/765 32731 -
Jet Airways 10 1803 113.6 -638 23287 -767.6 -67.6 - -0.7 - 1812 6148.0 -587.8 1812N 18319.6 6 -3208.2 -1295 24.98 21 29.38 150.6 321 28.25 51/13 4256 -
Spicejet Ltd. 10 1903 600.1 -6 9113 -316.1 -5.3 - -2.8 - 1912 3647.1 73.2 1912N 9494.8 44 -127.7 66 59.92 44 12.35 188.8 2994 49.90 153/31 3891 -
3 ALUMINIUM
IND. COMPOSITE 1183 48974 779 55
Hindalco Indus. 1 2003 224.6* 203 40242 620.0 2.8 1.00 0.4 1.4 2003 9992.0 326.0 - - -9 - - 34.65 0 44.95 332.0 36760 163.65 221/85 54710 59.3
MMP Industries Ltd. 10 1903 25.4* 65 261 20.4 8.0 - 0.1 12.4 - - - - - - - - 73.50 0 14.22 0.7 202 79.55XB 133/44 173 -
*National Alumini 5 2003 932.8 54 8472 138.2 0.7 1.50 0.0 1.4 2003 1935.9 102.8 - - -25 - - 51.49 0 25.49 241.5 6791 36.40 49/24 3361 -
4 AQUACULTURE
IND. COMPOSITE 68 5382 366 21
*Avanti Feeds Lim 1 2003 13.6 88 3163 286.0 21.0 5.10 0.0 23.8 2003 764.8 69.3 - - 15 - - 43.68 0 20.04 93.4 6560 481.50 770/250 6420 22.9
Coastal Corporation 10 1903 10.2 123 468 42.8 42.1 1.50 0.7 34.3 1912 164.0 10.0 1912N 412.4 17 32.4 -7 32.91 0 0.00 2.3 256 252.20 335/126 314 6.4
*KSE 10 2003 3.2 444 1429 18.9 59.1 20.00 0.3 13.3 2003 378.4 18.6 - - 16 - - 100.00 0 0.00 6.1 475 1484.05 1830/870 489 25.1
Waterbase Ltd. 10 U2003 41.4 46 322 18.5 4.5 - 0.1 9.7 2003 47.4 -2.5 - - -13 - - 67.12 0 0.05 43.8 416 100.50 165/65 428 22.5
5 AUTO - 2 & 3 WHEELERS
IND. COMPOSITE 486 75891 9542 17
*Atul Auto Ltd 5 2003 11.0 138 625 52.4 23.9 1.50 0.0 17.3 2003 112.6 3.8 - - 3 - - 52.69 0 18.40 21.3 369 168.10 299/117 352 7.0
Bajaj Auto Ltd. 10 2003 289.4 689 29919 5100.0 176.2 120.00 0.0 25.6 2003 6815.9 1310.3 - - 1 - - 53.65 0 22.69 125.3 83712 2892.95 3315/1793 82790 16.4
Hero MotoCorp 2 2003 39.9* 708 28836 3633.3 181.9 90.00 0.0 25.7 2003 6238.4 620.7 - - -12 - - 34.76 0 54.42 175.8 53520 2679.45 3021/1475 53383 14.7
*Maha. Scooters 10 2003 11.4 7184 15 179.9 157.4 50.00 0.0 2.2 2003 6.3 107.1 - - -19 - - 50.99 0 8.10 13.7 3635 3181.05 4948/1815 3554 20.2
*Scooters India 10 2003 87.3 6 72 -15.7 -1.8 - 0.2 - 2003 20.6 -3.5 - - 14 - - 93.87 0 0.02 8.8 286 32.80 51/14 280 -
TVS Motor Co. Ltd. 1 2003 47.5 76 16423 592.3 12.5 3.50 0.4 16.4 2003 3481.4 73.9 - - -6 - - 57.39 0 32.56 131.9 18317 385.55 503/240 19651 30.9
6 AUTO - ANCILLARIES
IND. COMPOSITE 1663 97367 5863 28
Amara Raja Batt. 1 2003 17.1 214 6839 660.8 38.7 11.00 0.0 18.1 2003 1581.4 136.7 - - 1 - - 28.06 6 32.04 73.7 11894 696.30 814/350 11869 18.0
AutoCorpn of Goa 10 2003 6.1 298 333 10.0 16.4 10.00 0.0 5.5 2003 75.4 -0.3 - - -19 - - 56.43 0 0.09 9.9 200 328.05 605/227 196 20.1
Automotive Axles 10 2003 15.1 352 952 41.1 27.2 6.80 0.1 7.7 2003 168.8 5.8 - - -46 - - 71.03 0 14.69 18.0 867 573.45 1029/336 893 21.1
Banco Products 2 2003 14.3 75 598 69.5 9.7 20.00 0.0 13.0 2003 135.7 11.1 - - -15 - - 67.88 0 3.47 26.8 629 87.90 121/55 513 9.0
Bharat Seats 2 2003 6.3 36 589 12.5 4.0 0.50 0.3 11.0 2003 123.8 -0.6 - - -34 - - 74.58 0 0.10 11.1 168 53.50 76/29 184 13.4
Bosch Ltd. 10 2003 29.5 3143 9842 649.8 220.3 105.00 0.0 7.0 2003 2236.9 81.1 - - -20 - - 70.54 0 20.62 73.8 39351 13342.35 17137/7874 38099 60.6
*Endurance Technologi 10 2003 140.7 165 4939 427.7 30.4 5.50 0.1 18.5 2003 1124.4 71.9 - - -6 - - 75.00 0 23.69 33.9 13072 929.30 1202/562 13256 30.6
Enkei Wheels (India) 5 1903 8.5 76 474 12.7 7.5 - 0.2 9.8 2003 67.2 -13.2 - - -27 - - 73.64 0 0.87 4.1 429 251.00 394/148 428 -
Exide Inds. 1 2003 85.0 74 9857 825.5 9.7 4.10 0.0 13.1 2003 2055.1 168.0 - - -2 - - 45.99 0 32.88 192.9 13137 154.55 209/122 13063 15.9
*Federal-Mogul Goetze 10 2003 55.6 136 1066 29.8 5.4 - 0.1 4.0 2003 230.3 1.9 - - -16 - - 0.00 0 0.12 14.3 2130 382.95 665/239 2188 71.4
*FIEM Industries 10 2003 13.2 402 1377 78.9 60.0 13.00 0.3 14.9 2003 321.7 23.0 - - -3 - - 66.55 0 11.77 15.4 579 439.85 515/230 709 7.3
*Frontier Springs 10 2003 3.9 130 100 14.0 35.6 1.10 0.2 27.4 2003 21.8 4.6 - - 33 - - 51.75 0 0.01 5.7 107 271.25 380/153 114 7.6
Gabriel India 1 2003 14.4 45 1870 84.7 5.9 1.30 0.0 13.0 2003 424.6 26.6 - - -8 - - 52.74 0 16.10 59.1 1327 92.40 140/40 1286 15.7
GNA Axles 10 2003 21.5 208 909 52.8 24.6 - 0.4 11.8 2003 180.7 4.6 - - 6 - - 67.40 17 14.80 21.3 392 182.75 325/132 544 7.4

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 31


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Harita Seating Syst. 10 2003 7.8 175 346 2.2 2.9 - 0.2 1.6 2003 69.9 2.5 - - -31 - - 81.09 0 10.89 7.8 298 383.00 525/291 328 132.3
*HBL Power Systems Lt 1 U2003 27.7 29 1077 24.1 0.9 - 0.3 3.0 2003 257.2 8.2 - - -13 - - 57.84 0 22.33 44.5 455 16.40 24/9 639 -
*Hind. Composites 5 2003 7.4 522 178 12.0 8.1 0.13 0.0 1.6 2003 41.6 2.8 - - -7 - - 74.97 0 0.01 15.5 269 182.35 255/95 271 22.4
*India Nippon Ele 5 2003 11.3 185 479 55.2 24.4 6.75 0.0 13.2 2003 112.3 11.5 - - -6 - - 66.38 0 3.36 13.7 664 293.55 472/163 657 12.0
*IST Ltd. 5 2003 5.8 162 18 5.0 4.3 - 0.0 2.6 2003 5.0 -0.7 - - -32 - - 59.99 0 0.00 6.8 291 249.50 431/201 290 58.3
Jamna Auto Inds. 1 2003 39.8 13 1059 47.9 1.2 0.14 0.0 9.2 2003 210.6 11.0 - - -46 - - 48.91 2 13.04 107.7 1269 31.85 50/21 1246 26.5
*Jay Bharat Marut 5 2003 10.8 195 1658 28.0 12.9 1.25 0.9 6.6 2003 401.1 10.1 - - -17 - - 59.34 0 2.15 16.4 406 187.40 271/91 753 14.5
*Jay Ushin Ltd. 10 2003 3.9 197 663 2.6 6.8 - 1.7 3.5 2003 155.1 -2.9 - - -26 - - 56.30 0 0.02 2.2 231 597.60 689/181 356 87.6
*JBM Auto 5 2003 23.6 148 1947 69.5 14.7 1.75 1.4 9.9 2003 475.2 16.5 - - -3 - - 67.45 0 0.90 17.6 1011 213.80 296/98 1366 19.9
JMT Auto Ltd. 1 1903 50.4 3 360 -2.5 -0.0 - 0.7 - 1912 35.2 -14.1 1912N 144.1 -51 -30.3 -1215 66.77 100 12.23 24.2 244 4.84 7/1 360 -
JTEKT India 1 2003 24.4 23 1531 27.5 1.1 0.35 0.2 4.8 2003 370.7 7.0 - - 22 - - 74.99 0 6.13 31.1 1622 66.35 99/35 1645 59.0
LG Balakrishnan&Bros 10 2003 31.4 217 1444 101.8 32.4 5.00 0.3 15.0 2003 334.9 17.7 - - -8 - - 47.14 22 18.54 21.8 740 235.60 370/146 896 7.3
Lumax Auto Technolog 2 2003 13.6 61 942 59.5 8.7 3.00 0.2 14.4 2003 216.8 6.3 - - 16 - - 55.96 0 23.23 13.7 640 93.85 122/48 685 11.9
Lumax Inds. 10 2003 9.3 411 1602 72.3 77.4 23.50 0.4 18.8 2003 387.3 23.1 - - -16 - - 74.99 0 1.64 17.5 1200 1284.20 1544/702 1336 16.6
Minda Corporation 2 1903 45.4 50 2371 160.6 7.1 0.70 0.3 14.2 1912 526.4 41.9 1912N 1618.2 89 110.0 27 68.10 0 14.31 35.4 1660 73.05 122/53 1680 12.9
*Minda Industries 2 2003 52.4 50 3175 107.1 4.1 0.40 0.3 8.1 2003 753.9 5.2 - - -7 - - 70.79 0 17.54 48.5 8002 305.15 426/209 8344 99.8
MothersonSumiSystems 1 2003 315.8 20 6874 898.8 2.8 1.33 0.2 14.4 2003 1735.2 386.0 - - -10 - - 61.72 13 29.04 325.7 30364 96.15 151/49 31359 33.8
*Munjal Auto Industr. 2 2003 20.0 29 1140 4.9 0.5 1.00 0.1 1.7 2003 318.2 -3.0 - - -6 - - 74.80 0 0.13 36.8 529 52.90 60/20 537 -
*Munjal Showa Ltd 2 2003 8.0 158 1288 42.5 10.6 4.50 0.0 6.7 2003 250.0 10.4 - - -20 - - 65.01 0 0.29 18.3 412 103.05 149/55 370 9.7
PPAP Automotive 10 2003 14.0 217 360 19.3 13.8 3.00 0.1 6.3 2003 103.6 5.7 - - -18 - - 64.28 0 0.35 17.0 235 167.60 248/108 251 12.2
*Precision Camshafts 10 2003 95.0 68 443 72.1 7.6 0.95 0.0 11.1 2003 109.0 21.5 - - 11 - - 65.37 0 8.65 36.1 332 34.90 56/22 281 4.6
Pricol L 1 1903 9.5 68 1378 -227.9 -24.0 - 0.4 - 1912 286.1 -55.1 1912N 923.0 -12 -92.1 -1665 36.52 0 4.66 37.9 361 38.10 66/22 593 -
Rane (Madras) 10 2003 12.6 240 1101 -24.4 -19.5 - 0.9 - 2003 249.2 -34.1 - - -18 - - 64.55 0 0.00 11.4 283 225.35 374/130 556 -
Rane Brake Lining Lt 10 2003 7.9 289 471 34.3 43.4 17.00 0.0 15.0 2003 118.7 9.3 - - -6 - - 66.99 0 9.67 13.3 440 556.35 784/294 427 12.8
Rane Engine Valve Lt 10 2003 6.7 165 355 -16.3 -24.3 - 0.9 - 2003 77.4 -3.4 - - -12 - - 54.84 0 1.30 6.6 139 207.00 450/119 253 -
Rico Auto Inds. 1 2003 13.5 43 1193 16.6 1.2 0.30 0.5 2.8 2003 281.4 -4.8 - - -0 - - 50.29 0 6.44 68.0 422 31.20 56/16 711 25.5
*Samkrg Pistons & Rin 10 2003 9.8 152 236 19.6 20.0 5.00 0.2 13.1 2003 53.5 2.8 - - -18 - - 66.87 0 0.03 9.4 124 126.65 146/70 146 6.3
*Sandhar Technologies 10 2003 60.2 126 1640 60.9 10.1 2.00 0.2 8.0 2003 335.2 9.4 - - -14 - - 70.28 0 18.79 22.6 1314 218.25 302/121 1426 21.6
Setco Automotive 2 1903 26.8 20 613 36.2 2.7 1.00 0.8 13.8 1912 86.7 -4.6 1912N 331.3 -29 6.7 -72 59.14 96 0.10 32.3 133 9.95 19/5 323 7.1
Shanthi Gears 1 2003 7.7 30 242 25.2 3.3 2.00 0.0 11.0 2003 41.6 1.3 - - 10 - - 70.47 0 7.43 14.2 680 88.70 115/56 661 27.0
*Sharda Motor Ind 10 2003 5.9 618 863 57.8 97.1 - 0.0 15.7 2003 237.1 8.8 - - -21 - - 73.19 0 0.98 8.2 464 780.15 1230/483 323 7.9
Shivam Autotech Ltd. 2 1903 20.0 17 636 -18.2 -1.8 - 2.2 - 1912 143.1 -9.1 1912N 473.2 2 -24.0 -5618 74.79 0 0.02 27.1 151 15.05 31/8 517 -
*Shriram Pistons 10 2003 22.4 478 1607 73.0 32.6 6.00 0.1 6.8 2003 364.8 12.9 - - -11 - - 47.35 0 10.36 2.2 1316 588.05 909/395 1279 18.0
Sintercom India 10 1903 24.2 33 83 5.5 2.3 - 0.3 6.2 - - - - - - - - 13.81 0 0.84 0.8 157 65.00 81/36 180 -
Steel Strips Wheels 10 1903 15.6 423 2041 82.4 52.8 4.00 1.3 12.5 1912 343.6 6.3 1912N 1176.3 -22 28.7 -54 62.84 50 1.01 12.6 683 438.00 798/317 1413 14.0
*Subros Ltd. 2 2003 13.0 115 1993 84.6 13.0 0.80 0.3 11.2 2003 458.5 16.1 - - -4 - - 36.78 0 9.01 22.1 1100 168.65 300/117 1198 13.0
Sundaram Clayton 5 2003 10.1 294 1324 68.7 34.0 31.00 1.0 11.6 2003 301.3 62.0 - - -28 - - 74.99 0 15.80 17.3 3317 1639.45 2356/971 3993 48.3
Sundaram Fasten. 1 2003 21.0 96 3125 314.0 14.9 4.15 0.4 15.6 2003 719.6 46.8 - - -20 - - 49.53 0 26.95 55.8 8112 386.05 533/249 8903 25.8
*SundaramBrakeLining 10 2003 3.9 213 258 2.5 6.4 - 0.4 3.0 2003 60.6 1.1 - - -6 - - 65.54 0 0.00 8.6 90 229.25 361/124 120 35.8
Suprajit Enginee 1 2003 14.0 56 1071 123.3 8.8 1.75 0.2 15.8 2003 257.6 11.8 - - 3 - - 44.56 0 15.98 49.3 2216 158.40 220/100 2347 18.0
*Talbros Auto. 10 2003 12.3 144 385 6.7 5.4 0.50 0.7 3.8 2003 91.6 -0.2 - - -22 - - 58.15 0 1.48 18.7 130 105.40 161/62 258 19.4
*The Hi-Tech Gears 10 2003 18.8 142 509 7.7 4.1 1.50 0.9 2.9 2003 109.6 -3.7 - - -18 - - 55.52 0 0.00 5.2 203 108.15 228/64 397 26.2
Ucal Fuel System 10 1903 22.1 192 596 38.8 17.5 9.00 0.3 9.1 1912 130.9 6.2 1912N 409.7 -12 27.5 -22 70.33 9 0.53 19.8 250 113.00 159/63 396 8.0
*Varroc Engineering 1 2003 13.5 83 2304 99.0 7.3 - 0.2 8.8 2003 520.0 32.4 - - -9 - - 84.99 0 12.06 48.3 3084 228.75 525/119 3315 31.1
WABCO India 5 2003 9.5 999 1930 158.8 83.7 10.00 0.0 8.4 2003 404.9 31.5 - - -30 - - 74.99 0 11.49 23.8 13131 6922.85 6980/5297 12581 82.7
Wheels India Ltd. 10 2003 24.1 248 2429 54.1 22.5 5.65 0.7 9.1 2003 540.2 4.6 - - -19 - - 63.27 0 18.77 11.0 1056 438.90 800/284 1434 19.5
*ZF Steering Gear 10 2003 9.1 405 287 -0.3 -0.3 - 0.1 - 2003 60.8 -6.9 - - -32 - - 67.45 25 0.00 11.1 279 307.60 514/199 307 -
7 AUTO - CARS & JEEPS
IND. COMPOSITE 877 121099 6980 36
*Hind. Motor 5 2003 104.3 -2 0 -0.8 -0.0 - 0.0 - 2003 0.2 -0.4 - - -91 - - 32.33 0 4.90 118.1 123 5.91 8/3 121 -
Mahi. & Mahi 5 2003 621.6 277 45488 1330.6 10.7 2.35 0.1 3.9 2003 9143.7 -2502.4 - - -8 - - 18.89 3 58.89 422.3 68960 554.70 638/246 67709 51.8
Maruti Suzuki India 5 2003 151.0 1603 75611 5650.6 187.1 60.00 0.0 11.7 2003 18198.7 1291.7 - - -11 - - 56.27 0 38.31 406.1 179978 5957.95 7755/4002 179948 31.9
8 AUTO - LCVS/HCVS
IND. COMPOSITE 966 74962 -5069 32
*Ashok Leyland 1 2003 293.6 25 17467 239.5 0.8 0.50 0.0 3.3 2003 3838.5 -57.3 - - -33 - - 51.12 9 31.65 951.7 15015 51.15 88/34 14040 -
Eicher Motors 10 2003 27.3 3031 9077 1903.8 697.2 125.00 0.0 23.0 2003 2179.5 346.2 - - -5 - - 49.28 0 38.82 109.9 53117 19453.00
23428/12460 50254 27.9
*Force Motors 10 2003 13.2 1499 3080 58.2 44.2 10.00 0.1 2.9 2003 653.7 8.3 - - -7 - - 61.62 0 5.53 62.4 1265 960.20 1502/580 1518 21.7
SML Isuzu Ltd. 10 1903 14.5 286 1409 19.6 13.5 3.00 0.5 4.7 1912 176.5 -17.9 1912N 882.0 -10 -19.1 -684 43.96 0 5.83 32.8 609 420.50 710/280 793 206.3
Tata Motors Ltd. 2 2003 617.8 59 43928 -7289.6 -23.6 - 0.8 - 2003 9732.9 -4871.1 - - -32 - - 42.39 4 30.25 1354.3 33222 107.55 202/64 49453 -
9 AUTO - TRACTORS
IND. COMPOSITE 1335 6324 521 33
Escorts Ltd. 10 2003 122.6 284 5761 485.5 39.6 2.50 0.1 13.9 2003 1380.7 140.4 - - -4 - - 40.24 0 29.25 112.2 13944 1137.60 1141/423 13984 28.7
HMT Ltd. 10 1903 1204.1 8 20 17.2 0.1 - 1.9 1.8 1912 8.1 7.1 1912N 15.1 9 23.0 37 93.68 0 0.00 18.1 2165 17.98 19/8 2244 -
VST Tillers Tr 10 2003 8.6 668 544 18.0 20.8 15.00 0.0 3.1 2003 119.8 -3.4 - - -3 - - 54.76 0 19.90 16.3 1140 1319.50 1450/601 1121 63.2
10 BEARINGS
IND. COMPOSITE 185 9857 948 30
*Bimetal Bear. 10 2003 3.8 453 149 1.6 4.3 7.00 0.0 0.9 2003 36.6 3.8 - - -29 - - 74.87 0 0.00 7.1 98 257.25 418/156 95 59.8
Menon Bearings L 1 2003 5.6 16 136 14.4 2.6 2.50 0.5 16.3 2003 30.3 3.3 - - -20 - - 71.07 15 3.13 13.9 239 42.60 75/27 265 16.9
*NRB Bearings Lim 2 2003 19.4 47 752 29.4 3.0 0.80 0.5 6.4 2003 178.1 5.0 - - -21 - - 48.73 1 40.86 23.3 801 82.65 154/49 1017 27.2
*Schaeffler India 10 1912 31.3 948 4361 367.6 117.6 35.00 0.0 12.4 2003 928.5 78.3 2003Q 928.5 -21 78.3 -26 74.12 0 19.87 15.0 11272 3605.65 4950/3044 10436 33.2
SKF India 10 2003 49.4 385 2842 289.0 58.5 130.00 0.1 15.2 2003 610.2 75.3 - - -2 - - 52.57 0 35.80 22.8 8698 1759.35 2313/1238 8184 30.1
Timken India Ltd 10 2003 75.2 210 1618 246.1 32.7 50.00 0.0 15.6 2003 405.5 61.3 - - -0 - - 67.80 0 11.76 49.1 7397 983.35 1101/629 7396 30.1
11 BEVERAGES
IND. COMPOSITE 828 28157 1657 49
*Asso. Alcohols 10 2003 18.1 108 535 49.3 27.3 1.00 0.1 25.3 2003 135.8 10.7 - - 38 - - 58.44 0 0.67 13.0 457 252.65 298/122 474 9.3
*G M Breweries Ltd. 10 2003 18.3 235 469 67.9 37.1 3.00 0.0 15.8 2003 109.0 17.8 - - 4 - - 74.43 0 1.51 19.8 722 395.15 470/220 721 10.6
Globus Spirits Ltd. 10 2003 28.8 163 1163 59.3 20.6 1.00 0.5 12.6 2003 269.5 21.5 - - 35 - - 55.74 0 2.08 15.6 392 136.05 161/61 590 6.6
IFB Agro Indus 10 1903 9.4 400 925 33.2 35.5 - 0.0 8.9 1912 490.9 6.2 1912N 1458.2 91 24.0 -12 65.00 0 1.30 9.2 279 297.40 478/147 233 9.3
Jagatjit Ind. 10 1903 46.1 20 224 -65.9 -14.3 - 2.2 - 1912 58.4 -13.8 1912N 159.4 -6 -43.5 16 33.90 0 0.00 3.5 165 35.85 36/18 360 -
Jubilant Industries 10 2003 15.0 196 1 -2.8 -1.8 - 0.0 - 2003 0.1 -0.7 - - -95 - - 74.95 0 0.01 16.7 160 106.50 159/76 160 -
Khoday India 10 1803 33.7 3 138 -10.7 -3.2 - 25.7 - 1803 41.6 -0.9 - - -11 - - 100.00 0 0.00 0.0 226 67.00 78/41 393 -
Pioneer Distille 10 2003 13.4 -142 172 -149.2 -111.4 - -10.1 - 2003 38.7 -34.8 - - 27 - - 75.00 0 0.00 4.6 164 122.60 188/90 586 -

32 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Radico Khaitan Ltd. 2 2003 26.7 114 2427 227.5 17.0 2.00 0.2 15.0 2003 585.4 38.4 - - 16 - - 40.31 5 32.35 57.2 5082 380.60 439/220 5388 22.3
*Som Distilleries 10 2003 32.5 99 403 17.0 5.2 - 0.2 5.3 2003 85.4 -3.2 - - 34 - - 24.44 0 2.76 15.9 216 66.35 144/49 260 12.7
Tilaknagar Industrie 10 1903 125.1 -27 489 -148.9 -11.9 - -2.4 - 1912 162.3 -35.8 1912N 492.6 58 -100.0 32 54.79 91 0.01 24.9 226 18.05 23/12 1006 -
*United Breweries Ltd 1 2003 26.4 133 6505 427.2 16.2 2.50 0.0 12.1 2003 1424.2 41.2 - - 5 - - 57.72 18 19.83 44.1 27275 1031.55 1444/759 27311 63.8
United Spirits 2 2003 145.3 52 9091 704.7 9.7 - 0.8 18.5 2003 1993.8 23.9 - - 5 - - 56.75 1 27.99 124.5 46214 636.00 743/443 48728 65.6
Varun Beverages Ltd. 10 1912 288.7 134 5616 448.5 15.5 2.50 0.7 11.6 2003 1313.7 76.9 2003Q 1313.7 33 76.9 39 68.03 0 26.11 46.4 19638 680.25XB 870/485 22308 41.8
12 CABLES - POWER/OTHE RS
IND. COMPOSITE 202 15260 1081 15
KEI Industries 2 2003 17.9 168 4884 255.1 28.5 1.50 0.6 16.9 2003 1258.5 60.8 - - 22 - - 40.49 0 40.00 54.0 3475 388.30 615/208 3786 13.6
Polycab India 10 2003 149.0* 258 8807 761.0 51.1 7.00 0.1 19.8 2003 2123.8 219.1 - - 22 - - 68.57 0 18.11 105.0 12480 837.85 1180/525 12345 16.4
Universal Cables 10 2003 34.7 128 1569 64.6 18.6 2.00 1.2 14.5 2003 371.8 11.8 - - 19 - - 61.88 0 2.70 12.4 418 120.55 200/68 933 6.5
13 CABLES - TELEPHONE
IND. COMPOSITE 190 10359 993 11
Birla Cable 10 2003 30.0 52 223 1.0 0.3 - 0.3 0.7 2003 58.9 0.1 - - -59 - - 66.35 6 0.13 34.2 154 51.20 99/25 207 -
*Finolex Cables 2 2003 30.6 178 2877 402.5 26.3 5.50 0.0 14.8 2003 651.4 117.2 - - -1 - - 35.85 0 26.62 47.7 4496 293.95 433/165 4447 11.2
Paramount Commun 2 1903 36.8 8 614 29.2 1.6 - 1.4 20.3 1912 165.7 7.4 1912N 472.5 10 21.3 8 59.99 36 1.59 25.3 133 7.22 11/5 318 4.3
Sterlite Technologie 2 2003 80.8 45 4761 433.5 10.7 3.50 0.9 23.9 2003 1040.5 71.1 - - 21 - - 53.63 0 10.62 203.4 5569 137.85 180/60 6800 12.8
Vindhya Telelink 10 2003 11.9 657 1883 126.9 107.1 10.00 1.1 16.3 2003 459.1 28.2 - - -5 - - 43.54 0 11.36 10.5 842 710.65 1161/380 1607 6.6
14 CARBON BLACK
IND. COMPOSITE 44 3587 355 7
Oriental Carbon 10 2003 10.0 468 343 71.5 71.6 10.00 0.2 15.3 2003 85.3 17.1 - - -9 - - 51.68 0 22.24 15.7 783 783.40 1178/470 881 10.9
*Phillips Carbon 2 2003 34.5 98 3244 283.5 16.4 7.00 0.4 16.8 2003 700.4 72.2 - - -2 - - 54.29 0 13.47 100.1 1858 107.80 147/54 2508 6.6
15 CASTINGS AND FORGIN GS
IND. COMPOSITE 1278 20005 228 22
AIA Engineering 2 2003 18.9 383 2588 832.5 88.3 27.00 0.0 23.0 2003 711.9 389.8 - - -11 - - 58.46 0 37.78 18.3 15330 1625.35 1985/1111 15430 18.4
*Alicon Castalloy 5 2003 6.9 229 856 16.8 12.2 1.25 0.8 5.3 2003 169.0 -5.7 - - -14 - - 63.22 0 0.17 5.4 381 276.50 550/170 628 22.6
*Bharat Forge 2 2003 93.1 115 4564 473.5 10.2 3.75 0.6 8.8 2003 881.2 -73.3 - - -24 - - 45.76 0 36.41 132.8 16507 354.55 533/208 19178 34.9
Electrosteel Cas 1 2003 43.3 59 2480 98.6 2.3 0.30 0.6 3.9 2003 622.4 9.8 - - 10 - - 52.40 84 15.88 49.2 701 16.20 19/8 2038 7.1
*Jayaswal Neco Indust 10 2003 638.6 -13 3632 -1504.5 -23.6 - 4.6 - 2003 799.3 -813.5 - - -13 - - 68.78 13 0.00 36.9 224 3.50 6/2 3359 -
M M Forgings Ltd. 10 1903 24.1 181 904 81.4 33.7 5.00 1.4 18.6 1912 176.2 11.2 1912N 569.6 -15 39.7 -38 56.33 0 22.14 9.6 470 194.60 475/151 929 8.2
*Mahindra CIE Auto 10 1912 379.0 102 2895 172.3 4.5 - 0.0 4.5 2003 578.6 32.4 2003Q 578.6 -10 32.4 -31 67.71 0 21.62 55.5 4275 112.80 225/59 4336 35.2
Nelcast Ltd. 2 2003 17.4 48 567 36.0 4.1 - 0.4 8.6 2003 125.5 22.9 - - -35 - - 74.82 0 0.05 21.5 441 50.65 62/24 550 12.2
Ramkrishna Forgings 10 U2003 32.7 270 1112 9.6 2.9 - 0.9 1.1 2003 222.5 -6.3 - - -35 - - 44.91 28 25.55 8.8 536 164.15 490/135 1324 55.8
*Steel Cast 5 2003 10.1 58 201 8.0 3.9 0.60 0.5 6.8 2003 32.7 -2.2 - - -30 - - 26.67 0 0.03 3.7 185 91.20 155/63 230 23.1
*Synergy Green Ind 10 2003 14.1 22 208 3.3 2.4 - 2.0 10.8 - - - - - - - - 73.93 0 11.91 0.3 113 79.85 94/66 144 -
16 CEMENT
IND. COMPOSITE 3368 127772 12908 25
ACC 10 1912 187.8 614 15657 1358.9 72.4 14.00 0.0 11.8 2003 3501.7 319.9 2003Q 3501.7 -11 319.9 -5 54.52 0 28.82 109.2 24594 1309.65 1708/896 20055 18.3
Ambuja Cements Ltd. 2 1912 397.1 112 11668 1528.5 7.7 1.50 0.0 6.9 2003 2827.5 399.1 2003Q 2827.5 -3 399.1 -7 63.11 0 29.73 179.1 39147 197.15 225/137 34483 26.1
*Andhra Cement 10 2003 293.5 -16 143 -168.3 -5.7 - -2.5 - 2003 10.9 -54.4 - - -46 - - 68.79 75 12.78 59.7 203 6.93 11/2 989 -
*Anjani Portland 10 2003 25.3 108 409 40.4 16.0 5.00 0.0 14.7 2003 101.7 8.0 - - -3 - - 74.99 0 0.12 7.0 347 137.30 173/82 322 8.6
Birla Corporation Lt 10 2003 77.0 565 4747 315.8 41.0 7.50 0.4 7.3 2003 1145.0 91.4 - - 14 - - 62.89 0 19.46 46.5 4559 592.05 808/373 6071 14.4
Century Textiles 10 2003 111.7 320 3424 450.4 40.3 3.00 0.1 12.6 2003 786.6 114.0 - - -12 - - 50.20 0 24.80 77.9 3525 315.60 987/220 3943 6.2
Dalmia Bharat L 2 2003 38.6 396 151 135.0 7.0 - 0.0 1.8 2003 35.0 72.0 - - 9 - - 54.27 0 20.77 40.9 13501 699.70 1071/406 13488 100.0
*Deccan Cements 5 2003 7.0 321 556 56.6 40.4 1.50 0.1 12.6 2003 123.8 -3.0 - - -13 - - 56.23 0 14.77 7.1 391 279.05 419/147 311 6.9
Guj. Sidhee Ceme 10 2003 87.4 47 585 42.4 4.9 - 0.1 10.3 2003 165.5 14.9 - - 3 - - 70.88 0 0.14 54.4 275 31.40 35/13 275 6.5
Heidelberg Cement In 10 2003 226.6 58 2170 268.1 11.8 7.50 0.3 20.4 2003 509.8 66.3 - - 4 - - 69.38 0 18.74 62.3 4068 179.50 218/120 4122 15.2
*India Cements Lt 10 2003 309.9 175 5058 -35.5 -1.1 0.60 0.6 - 2003 1151.9 -111.1 - - -4 - - 28.25 27 21.09 156.5 3767 121.55 140/68 6741 -
JK Cement 10 2003 77.3 405 5464 400.4 51.8 7.50 0.7 12.8 2003 1477.4 0.2 - - 14 - - 58.06 0 36.18 67.1 11086 1434.70 1504/800 12716 27.7
JK Lakshmi Cement L 5 2003 58.8 146 4044 235.2 20.0 2.50 0.9 13.7 2003 1061.2 100.8 - - 10 - - 46.21 0 29.56 69.2 3284 279.05 389/180 4585 14.0
*Kakatiya Cement Suga 10 2003 7.8 283 156 -0.7 -0.9 3.00 0.4 - 2003 24.7 -5.6 - - 72 - - 54.10 0 0.28 28.3 110 141.05 298/92 29 -
KCP Ltd. 1 2003 12.9 36 938 -6.8 -0.5 0.15 0.9 - 2003 254.8 0.7 - - -18 - - 43.97 0 6.74 21.3 721 55.95 84/32 1139 -
Mangalam Cement 10 2003 26.7 216 1228 75.9 28.4 1.00 0.8 13.2 2003 296.8 15.5 - - 6 - - 20.83 0 14.70 16.6 524 196.30 340/116 916 6.9
NCL Industries 10 1903 45.2 110 980 46.8 10.3 2.50 0.5 9.4 1912 210.6 5.4 1912N 691.0 -3 43.2 112 42.26 3 13.40 34.5 353 78.15 129/48 597 5.1
Orient Cement Ltd. 1 2003 20.5 55 2422 86.6 4.2 0.75 1.2 7.7 2003 654.5 44.1 - - -0 - - 37.36 16 29.94 40.0 1349 65.85 112/35 2551 15.6
Prism Johnson 10 2003 503.4 22 5572 56.5 1.1 1.00 1.0 5.0 2003 1371.6 -7.9 - - -2 - - 74.87 0 11.29 72.2 2550 50.65 96/26 3647 45.2
*Rain Industries 2 1912 67.3 27 64 35.4 1.1 1.00 0.3 3.9 2003 16.0 -1.7 2003Q 16.0 39 -1.7 -998 41.11 0 15.62 132.3 3034 90.20 129/45 3279 -
Sagar Cements 10 U2003 22.3* 391 848 34.7 15.6 - 0.3 4.0 2003 215.2 8.6 - - -0 - - 50.79 7 15.73 10.7 829 372.15 720/246 1049 23.9
Saurashtra Cemen 10 2003 69.5 65 608 56.6 8.1 1.75 0.1 12.5 2003 176.9 6.6 - - -6 - - 73.48 38 0.88 11.8 296 42.65 57/23 246 5.2
Shiva Cement Ltd 2 2003 39.0 0 32 -22.8 -1.2 - 0.5 - 2003 8.5 -6.3 - - 14 - - 54.44 0 0.10 44.5 191 9.79 17/6 204 -
Shree Cement 10 2003 36.1 3585 11904 1570.2 435.2 110.00 0.3 12.1 2003 3217.5 588.1 - - 3 - - 62.55 0 23.12 39.8 80385 22279.30
25341/15500 82855 51.2
Shree Digvijay 10 2003 141.4 20 470 56.4 4.0 1.50 0.2 20.4 2003 128.3 23.2 - - 4 - - 57.17 0 0.05 25.1 751 53.10 59/14 755 13.3
*Star Cement 1 2003 41.2 27 1773 218.7 5.3 1.00 0.1 19.6 2003 525.0 59.3 - - 5 - - 66.77 0 8.52 19.0 3788 91.85 119/56 3751 17.3
The Ramco Cements 1 2003 23.6 209 5368 601.1 25.5 2.50 0.3 12.2 2003 1389.9 146.2 - - 10 - - 42.66 2 33.35 30.4 15217 645.95 883/457 16539 25.3
Udaipur Cement Works 4 2003 124.6 6 686 15.5 0.5 - 2.7 8.4 2003 158.5 -2.5 - - 38 - - 72.53 0 0.45 28.6 343 11.03 16/7 745 -
UltraTech Cement 10 2003 288.6* 1327 40649 5455.5 189.0 13.00 0.6 14.2 2003 10360.3 2906.3 - - 20 - - 60.04 0 30.63 309.7 109691 3800.45 4753/2913 126649 20.4
17 CEMENT - PRODUCTS/B UIL DING MA TERIALS
IND. COMPOSITE 318 7283 371 13
Everest Industries L 10 2003 15.6 291 1284 14.1 9.0 1.00 0.2 3.1 2003 289.7 -3.7 - - -4 - - 50.73 0 1.30 24.0 332 212.10 400/120 396 23.6
HIL 10 2003 7.5 943 1321 76.7 102.6 20.00 0.5 10.9 2003 297.7 9.0 - - -7 - - 40.90 0 9.76 22.0 877 1173.10 1555/497 1213 11.4
*Indian Hume Pipe 2 2003 9.7 117 1624 73.4 15.2 2.00 0.9 12.9 2003 396.9 25.3 - - 10 - - 69.92 0 4.06 20.4 853 176.00 310/101 1287 11.6
Ramco Industries 1 2003 8.7 91 826 65.5 7.6 0.50 0.2 8.3 2003 193.3 9.8 - - -6 - - 54.02 8 6.08 14.7 1543 178.10 214/104 1691 23.6
Sahyadri Industries 10 2003 9.6 194 290 26.6 27.8 2.50 0.3 14.4 2003 70.7 4.7 - - -1 - - 66.41 0 0.01 7.4 155 162.35 175/53 200 5.8
*Sanghi Industrie 10 2003 251.0 68 888 65.4 2.6 - 0.5 3.8 2003 221.6 15.8 - - -15 - - 70.33 92 16.71 25.6 617 24.60 67/15 1207 9.5
Visaka Indus. 10 2003 15.9 318 1050 49.3 31.0 15.00 0.5 9.8 2003 227.7 6.9 - - -2 - - 42.46 11 1.45 24.1 390 245.70 361/95 596 7.9
18 CERAMICS/TILES/SANI TARYWARE
IND. COMPOSITE 181 9865 453 22
Acrysil Ltd. 2 2003 5.3 49 214 12.8 4.8 1.20 0.7 9.8 2003 49.9 1.7 - - 10 - - 44.04 0 1.72 6.1 207 77.50 136/54 272 16.2
*Asian Granito India 10 2003 30.1 142 1013 29.6 9.8 0.70 0.4 6.9 2003 217.1 5.7 - - 13 - - 33.72 0 11.10 18.5 631 209.80 275/109 757 21.4
*Cera Sanitaryware L 5 2003 6.5 594 1209 115.9 89.1 13.00 0.0 15.0 2003 293.2 38.5 - - -2 - - 54.47 0 24.43 17.0 2881 2214.90 3015/2001 2888 24.8
HSIL Ltd. 2 2003 14.5 174 1859 48.4 6.7 3.00 0.8 3.9 2003 461.0 3.4 - - -26 - - 53.90 0 11.74 32.9 405 56.00 243/35 1502 8.4

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 33


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Kajaria Ceramics 1 2003 15.9 109 2572 278.8 17.5 3.00 0.0 16.1 2003 603.1 55.4 - - -1 - - 47.77 0 38.19 64.4 6183 388.95 606/295 5945 22.2
*Nitco Ltd. 10 2003 71.9 8 458 -61.2 -8.5 - 7.4 - 2003 79.2 3.2 - - -9 - - 53.00 91 23.95 18.4 133 18.50 34/11 668 -
Orient Bell 10 2003 14.3* 167 492 6.8 4.8 - 0.4 2.9 2003 126.8 5.4 - - -10 - - 61.66 0 0.04 12.5 114 79.65 152/51 211 16.7
*Somany Ceramics Ltd. 2 2003 8.5 138 1595 13.3 3.1 2.00 0.4 2.3 2003 352.5 -9.0 - - 5 - - 51.46 0 21.79 14.1 497 117.30 430/77 715 37.5
*Somany Home Innovat 2 2003 14.5 13 451 8.8 1.2 - -2.3 9.6 2003 91.4 19.4 - - - - - 50.20 0 24.22 28.2 577 79.80 193/53 577 65.7
19 CHEMICALS
IND. COMPOSITE 1352 55008 6527 24
Aarti Ind. Ltd 5 2003 87.1* 167 3994 523.4 30.0 3.50 0.8 18.0 2003 1020.0 107.0 - - -10 - - 47.74 0 24.83 64.6 16331 937.30XB 1192/662 17604 31.2
*Alkyl Amines Che 5 2003 10.2 263 993 215.3 105.5 20.00 0.4 40.1 2003 234.8 49.2 - - 24 - - 74.19 0 2.40 12.5 4945 2424.45 2833/660 5054 23.0
Alufluoride Ltd. 10 2003 7.8 67 76 10.3 13.2 2.00 0.0 19.7 2003 16.8 2.3 - - 20 - - 59.28 0 1.28 8.8 101 128.70 138/65 98 9.7
*Amines & Plast. 2 2003 11.0 20 399 24.7 4.5 0.30 0.7 22.8 2003 100.2 5.4 - - -8 - - 73.16 0 0.00 5.3 182 33.05 40/16 233 7.3
*Andhra Petro 10 2003 85.0 26 456 13.6 1.6 - 0.0 6.1 2003 72.7 -13.7 - - -24 - - 45.04 0 0.02 52.4 196 23.10 51/15 200 14.4
*Balaji Amines Li 2 2003 6.5 206 919 113.8 35.1 3.20 0.2 17.0 2003 235.5 32.4 - - -5 - - 53.66 0 1.99 16.4 1908 588.80 609/204 1982 16.8
BASF India Lt 10 2003 43.3 320 7551 18.5 4.3 3.00 0.6 1.3 2003 1848.6 40.4 - - 21 - - 0.00 0 42.11 39.3 5167 1193.65 1292/795 6030 279.2
Camlin Fine Sciences 1 2003 12.1 31 580 30.7 2.5 - 1.0 8.2 2003 139.5 16.5 - - 17 - - 22.73 11 22.26 41.6 689 56.80 90/33 933 22.4
Chembond Chemica 5 2003 6.7 171 59 5.5 4.1 2.00 0.0 2.4 2003 11.1 0.5 - - -63 - - 64.59 0 0.35 3.4 184 137.15 270/117 182 33.3
Dai Ichi Karkari 10 2003 7.5 132 107 -24.9 -33.5 - 0.7 - 2003 26.4 -6.6 - - 11 - - 63.82 0 0.51 5.1 206 276.40 361/156 286 -
Deepak Nitrite 2 2003 27.3 109 2230 544.0 39.9 4.50 0.3 36.5 2003 525.2 116.3 - - 31 - - 45.69 0 27.14 63.1 7152 524.35 570/257 7412 13.1
Dharamsi Morar. 10 2003 24.9 58 188 31.5 12.6 - 0.2 21.8 2003 46.5 6.8 - - -17 - - 53.28 0 1.62 15.9 225 90.25 167/52 236 7.1
*Elantas Beck India L 10 1912 7.9 484 394 49.6 62.5 4.50 0.0 12.9 2003 105.2 13.3 2003Q 105.2 7 13.3 12 74.99 0 11.69 7.1 1735 2188.40 3199/1580 1710 34.1
*Fairchem Speciality 10 2003 39.1 33 306 36.5 9.4 1.50 0.5 28.4 2003 89.3 12.2 - - 14 - - 74.05 0 1.81 9.8 2471 632.60 748/360 2520 67.6
*Fine Organic Indus 5 2003 15.3 206 1026 166.5 54.3 - 0.2 26.4 2003 242.4 33.5 - - 3 - - 75.00 0 21.13 22.5 6101 1989.80 2548/1350 6111 36.6
Fineotex Chemical Lt 2 1903 22.3 12 113 17.3 1.6 0.10 0.0 12.5 1912 32.6 6.7 1912N 98.4 23 17.4 47 71.42 0 0.10 35.0 343 30.80 35/12 342 14.6
Foseco India Lim 10 1912 6.4 268 323 34.5 54.1 15.00 0.0 20.1 2003 72.1 6.1 2003Q 72.1 -14 6.1 -29 74.98 0 0.07 8.4 720 1127.15 1650/840 627 22.5
*Galaxy Surfacta. 10 2003 35.5 251 1793 182.2 51.4 14.00 0.2 20.5 2003 434.0 45.8 - - -10 - - 70.93 0 16.86 37.9 5539 1562.15 1790/975 5652 30.4
Ganesh Benzoplas 1 1903 5.2 22 212 31.3 6.0 - 0.6 28.1 1912 60.9 9.0 1912N 179.8 23 24.4 -4 43.33 65 0.55 39.9 201 38.75 52/21 263 6.6
GFL L 1 1903 11.0 429 2728 1277.3 116.3 3.50 0.2 27.1 1912 0.0 12.8 1912N 0.0 40 29.1 -96 68.72 0 9.01 16.3 1088 99.05 163/49 1907 1.8
Grauer & Weil 1 1903 22.7 18 599 63.7 2.8 0.60 0.1 15.9 1912 161.6 18.2 1912N 442.9 7 53.8 10 69.03 0 0.08 24.3 858 37.85 63/28 776 12.5
Gujarat Fluorochem 1 1903 11.0 1 0 -0.0 -0.0 - 0.0 - 1912 542.1 33.0 1912N 1934.3 - 161.4 - 68.37 0 11.50 12.5 3765 342.70 900/219 3765 -
Gulshan Polyols Ltd. 1 2003 4.7 65 621 20.6 4.4 0.70 0.4 6.7 2003 135.0 2.8 - - -4 - - 68.20 0 0.00 14.6 175 37.20 56/20 264 8.5
Himadri Speciality 1 1903 41.9 40 2377 307.3 7.3 0.15 0.3 18.3 1912 428.3 16.7 1912N 1439.1 -20 142.6 -41 48.90 0 4.44 106.0 2128 50.80 99/27 2511 10.0
*Hind. Organi 10 2003 67.3* 4 300 -94.7 -14.1 - 4.9 - 2003 86.7 -16.5 - - -44 - - 58.77 0 0.01 48.6 104 15.50 20/6 550 -
*I G Petrochemicals 10 2003 30.8 206 1059 21.0 6.8 2.00 0.2 3.3 2003 268.5 4.0 - - -20 - - 68.73 0 5.15 29.9 527 171.15 244/81 645 25.0
*India Glycols 10 2003 31.0 374 3470 128.3 41.4 6.00 0.7 11.1 2003 909.0 20.1 - - 4 - - 61.01 84 1.97 34.5 873 282.00 397/176 1557 6.8
Indo Amines Limi 10 1903 33.3 28 471 22.7 6.8 1.00 1.2 23.6 1912 112.6 3.3 1912N 349.0 3 12.4 -29 73.50 0 0.00 11.9 198 59.40 81/22 303 11.2
*Jayant Agro Org 5 2003 15.0 91 847 -25.7 -8.6 4.38 0.5 - 2003 188.8 7.6 - - 14 - - 66.35 0 0.02 10.9 278 92.50 179/52 425 -
Jocil Ltd. 10 1903 8.9 196 402 3.2 3.6 1.00 0.0 1.8 1912 127.7 4.9 1912N 325.2 4 11.1 541 55.02 0 0.00 3.8 135 151.70 230/71 125 10.8
Kanchi Karpooram 10 1903 4.4 148 188 28.3 64.8 2.00 0.0 43.7 1912 43.2 5.6 1912N 163.6 11 23.2 -5 46.67 0 0.05 5.1 137 314.25 339/125 135 5.1
Kanoria Chemical 5 2003 21.8 141 360 -0.8 -0.2 - 0.2 - 2003 92.3 -2.4 - - -22 - - 74.42 0 0.10 16.8 161 36.85 56/22 241 -
Lasa Supergenerics 10 2003 40.7 35 167 3.6 0.9 - 0.7 2.6 2003 48.6 2.6 - - -7 - - 64.47 0 0.00 17.2 184 45.35 58/9 250 -
*Mangalam Global Ent 10 2003 16.1 36 574 3.7 2.3 - 1.2 6.5 - - - - - - - - 70.98 0 0.00 0.2 93 57.95 58/49 127 -
*Mangalam Organics 10 2003 8.6 196 375 47.9 56.0 1.00 0.4 28.6 2003 81.9 12.8 - - -8 - - 54.91 0 0.00 9.8 311 363.50 400/121 358 6.5
*Narmada Gelatines Lt 10 2003 6.0 225 134 12.9 21.3 10.00 0.0 9.4 2003 34.4 2.7 - - 9 - - 74.99 0 0.00 2.5 101 167.50 185/109 93 7.9
National Peroxid 10 1903 5.7 1070 402 153.0 266.3 65.00 0.1 24.9 1912 31.8 -5.5 1912N 143.1 -57 14.4 -89 70.76 0 0.03 17.7 1241 2158.80 2370/821 1305 39.1
Navin Fluorine Inter 2 2003 9.9 281 1022 399.8 80.8 1.26 0.0 28.8 2003 265.0 268.7 - - 7 - - 30.51 3 37.63 82.1 8509 1719.55 1775/570 8487 21.3
Neogen Chemicals 10 2003 23.3 67 306 28.8 12.3 - 1.6 18.4 2003 82.3 7.3 - - 41 - - 70.00 0 17.66 9.2 1306 559.60 593/301 1420 45.4
Nitta Gelatin India 10 2003 9.1 158 294 7.9 8.7 2.50 0.7 5.5 2003 67.1 -1.6 - - 36 - - 74.48 0 0.10 5.8 101 111.70 154/72 178 12.9
*Oriental Aromatics 5 2003 16.8 138 759 86.8 25.8 2.50 0.4 18.7 2003 169.7 24.2 - - 7 - - 74.16 0 0.22 15.1 838 249.00 300/117 1007 9.7
Panama Petrochem 2 2003 12.1 63 813 18.2 3.0 0.67 0.3 4.8 2003 183.3 2.9 - - -18 - - 53.06 0 0.37 10.6 273 45.10 96/25 372 15.0
Paushak Ltd. 10 2003 3.1 737 138 34.9 113.3 6.00 0.0 15.4 2003 29.3 6.4 - - 8 - - 66.71 0 0.00 8.1 825 2677.35 3100/1302 824 23.6
Pidilite Inds. 1 2003 50.8* 88 6333 1101.6 21.7 7.00 0.0 24.7 2003 1318.6 159.6 - - 6 - - 69.96 0 19.40 178.9 70269 1382.90 1710/1174 70152 63.8
*Pondy Oxides & C 10 2003 5.6 269 1220 16.3 29.3 3.00 1.1 10.9 2003 266.5 4.3 - - 19 - - 46.85 0 0.00 11.7 95 169.75 265/101 230 5.8
S H Kelkar & Company 10 2003 141.3 39 719 28.3 2.0 0.95 0.1 5.1 2003 177.2 4.8 - - 2 - - 57.49 0 24.01 22.4 972 68.80 148/48 1053 34.3
*Sanginita Chemicals 10 2003 17.3 22 160 3.4 1.9 - 0.8 8.7 2003 37.3 -0.3 - - -16 - - 55.70 0 0.00 1.8 146 84.70 196/60 175 43.4
Seya Industries 10 1903 24.6 336 413 88.5 36.0 1.50 0.8 10.7 1912 52.1 7.1 1912N 235.2 -26 48.7 -25 63.72 0 8.53 11.3 215 87.45 488/37 859 2.9
*Shree Pushkar Chemic 10 2003 30.8 95 284 31.1 10.1 0.50 0.0 10.6 2003 67.8 10.1 - - -27 - - 65.25 0 8.42 14.2 292 94.80 144/57 264 9.4
*Sree Rayalaseema Hi- 10 2003 17.2 182 689 37.9 22.1 2.50 0.1 12.2 2003 179.7 11.4 - - 1 - - 62.09 0 0.03 59.3 253 147.20 155/65 283 6.7
*Tanfac Inds. 10 2003 10.0 65 165 17.0 17.0 - 0.2 26.0 2003 32.2 3.6 - - -21 - - 50.97 0 0.05 11.9 170 170.35 208/64 175 10.0
Thirumalai Chem. 1 2003 10.2 54 865 40.9 4.0 - 0.1 7.3 2003 235.0 13.4 - - -15 - - 41.85 0 0.16 53.2 625 61.00 87/32 623 15.3
*Transpek Indus. 10 2003 5.6 606 566 73.0 130.6 12.50 0.4 21.6 2003 161.8 24.2 - - -6 - - 58.86 0 4.11 9.6 859 1538.30 2032/1077 979 11.8
Valiant Organics 10 2003 12.1 304 584 138.5 114.0 11.00 0.2 37.5 - - - - - - - - 47.76 0 0.32 1.4 2067 1701.70 1740/884 2112 -
*Vikas Multicorp 1 2003 66.3 1 155 1.4 0.0 - 0.4 2.6 2003 33.4 -0.4 - - 43 - - 55.27 0 4.98 43.8 454 6.85 7/1 488 -
*Vikas WSP 1 2003 20.4 56 758 21.3 1.0 - 0.1 1.9 2003 152.0 3.1 - - 4 - - 14.55 57 0.43 44.9 137 6.69 13/4 291 6.4
Vinati Organics 1 2003 10.3 124 1029 333.8 32.5 5.50 0.0 26.1 2003 245.3 74.6 - - -3 - - 74.04 0 11.19 39.8 10331 1005.10XS 1256/651 10331 30.9
Vinyl Chemicals 1 2003 1.8 33 372 7.5 4.1 2.40 0.0 12.2 2003 71.2 0.3 - - -19 - - 50.61 0 0.24 20.6 168 91.70 120/37 159 22.5
Vishnu Chemicals 10 2003 11.9 106 574 13.2 11.1 1.00 2.6 10.4 2003 129.3 3.1 - - -11 - - 74.99 41 0.02 5.8 160 133.95 157/61 377 12.1
20 CHEMICALS - CHLRO A LKALI
IND. COMPOSITE 720 11633 7828 2
Chemfab Alkalis 10 2003 13.9 198 205 25.6 18.4 1.25 0.1 9.3 2003 40.9 1.9 - - 20 - - 74.40 0 0.08 5.7 205 147.45 221/90 229 8.0
GHCL 10 2003 95.0 230 3256 406.5 42.8 3.00 0.6 18.6 2003 733.2 79.9 - - 3 - - 19.17 1 35.22 64.4 1524 160.35 227/69 2596 3.7
Guj. Alkalie & C 10 2003 73.4 626 2725 332.8 45.3 8.00 0.0 7.2 2003 621.6 11.9 - - -10 - - 46.27 0 8.98 57.6 2515 342.50 503/165 2432 7.6
*Punj. Alkalie 10 2003 27.1 26 290 8.8 3.2 - 1.1 12.5 2003 65.4 -1.7 - - -21 - - 33.49 0 0.08 20.6 91 33.60 73/21 51 10.4
Tata Chemicals 10 2003 254.8 470 2920 6840.2 268.5 11.00 0.0 57.1 2003 734.0 6354.6 - - -28 - - 34.58 0 43.46 187.2 7638 299.80 340/197 6551 1.1
*TGV SRAAC 10 2003 107.1* 51 1040 47.3 4.4 - 0.6 8.7 2003 238.3 -9.6 - - -13 - - 61.23 2 0.53 31.8 196 18.30 28/11 431 4.1
*The Andhra Sugars 10 2003 27.1 374 1041 190.2 70.1 20.00 0.2 18.7 2003 226.0 64.2 - - 13 - - 81.69 0 4.22 15.0 693 255.70 379/119 886 3.6
Tuticorin Alk. 10 2003 121.8 -16 157 -23.6 -1.9 - -0.0 - 2003 33.4 -9.0 - - -8 - - 93.33 0 0.00 17.9 101 8.30 9/3 109 -
21 COMPRESSORS
IND. COMPOSITE 66 2770 267 21
*Elgi Equipments 1 2003 15.8 45 1081 100.4 6.3 1.65 0.1 14.1 2003 249.3 42.0 - - -1 - - 31.90 0 30.92 17.8 2549 160.85 310/102 2539 25.4
*Ingersoll Rand 10 2003 31.6 121 706 84.6 26.8 28.00 0.0 22.2 2003 134.6 19.2 - - 4 - - 73.99 0 7.06 28.4 1962 621.50 729/576 1845 23.2
*Kirloskar Pneumatic 2 2003 12.8 77 821 53.5 8.3 2.70 0.0 10.8 2003 222.9 24.0 - - 31 - - 53.86 0 25.55 23.7 716 111.45 185/80 684 13.4
Revathi Equipment Lt 10 2003 3.1 558 75 12.2 39.8 - 0.0 7.1 2003 23.2 4.1 - - 12 - - 72.57 0 0.00 4.9 120 391.00 526/250 112 9.8

34 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Veljan Denison 10 1903 2.3 631 88 16.3 72.6 10.00 0.1 11.5 1912 23.2 3.8 1912N 62.2 6 9.1 -15 74.98 0 0.00 2.7 171 758.85 1225/550 155 11.6
22 COMPUTER - HARDAWAR E
IND. COMPOSITE 307 21721 233 8
Cerebra Integrat 10 1903 121.2 19 261 1.1 0.1 - 0.0 0.5 1912 33.4 8.2 1912N 70.1 -67 19.7 16 7.09 0 8.35 12.4 340 28.05 45/17 266 -
*Control Print Ltd. 10 2003 16.3 125 195 26.6 16.3 8.00 0.0 13.1 2003 46.2 2.9 - - 16 - - 51.77 0 20.67 11.3 340 208.35 318/151 338 12.8
*D-Link (India) 2 2003 7.1 64 726 34.1 9.6 1.50 0.0 15.0 2003 159.9 8.6 - - 9 - - 51.02 0 0.67 27.0 326 91.75 125/51 318 9.6
HCL Infosystem 2 2003 65.8 -1 1648 -318.4 -9.7 - 2.1 - 2003 187.4 -104.3 - - -47 - - 62.88 0 1.05 94.9 321 9.75 13/3 755 -
Redington (India) Lt 2 2003 77.8 46 18633 489.6 12.6 4.30 0.5 27.2 2003 4403.1 177.1 - - 17 - - 0.00 0 58.83 25.6 3574 91.85 140/60 4283 7.3
TVS Electronics 10 2003 18.7 43 259 0.4 0.2 1.50 0.0 0.5 2003 53.4 -5.7 - - -92 - - 59.83 0 0.02 37.6 186 99.65 173/48 178 -
23 COMPUTER - SOFTWARE
IND. COMPOSITE 10510 380154 7 8851 20
3i Infotech 10 2003 1616.7 3 338 127.9 0.8 - 2.4 24.0 2003 91.5 71.8 - - 18 - - 0.00 0 32.31 153.0 427 2.64 3/1 815 -
63 Moons Technologie 2 1903 9.2 620 147 0.1 0.0 2.00 0.0 0.0 1912 35.5 -11.5 1912N 104.5 -8 -20.6 -313 45.63 0 5.31 47.0 342 74.30 148/40 -633 -
ABM Knowledgeware 5 1903 10.0 79 55 15.8 7.9 1.25 0.0 10.0 1912 16.2 3.6 1912N 41.8 3 9.6 -25 64.92 0 0.86 3.2 92 45.85 62/29 57 7.3
Accelya Solutions In 10 1906 14.9 128 378 103.8 69.6 32.00 0.0 54.5 2003 99.3 21.6 2003N 305.2 7 87.5 11 74.65 0 5.69 18.3 1417 949.55 1247/699 1411 12.6
*AGC Networks 10 2003 29.8* 30 309 -1.6 -0.5 - 1.1 - 2003 86.9 11.9 - - -5 - - 69.10 10 6.05 7.6 862 289.50 457/75 957 -
*Airan Ltd. 2 2003 25.0* 6 57 6.4 0.5 - 0.1 7.9 2003 15.9 2.2 - - 30 - - 73.58 0 0.00 1.4 159 12.70XB 23/8 164 -
Allsec Technologies 10 2003 15.2 92 201 9.4 6.2 - 0.0 6.7 2003 48.3 -7.3 - - 37 - - 78.38 0 0.00 4.8 284 186.10 340/109 269 30.6
Aptech Ltd. 10 2003 40.3* 49 142 0.2 0.1 4.50 0.0 0.1 2003 25.9 -7.3 - - 22 - - 48.98 0 11.21 60.6 445 110.45 193/66 403 -
*Aurionpro Solutions 10 2003 22.8 104 266 10.3 4.5 - 0.4 4.3 2003 52.1 6.0 - - -1 - - 28.90 64 0.41 8.2 108 47.40 112/27 174 10.5
*AXISCADES Engineer 5 2003 18.9 58 232 -4.5 -1.2 - 0.3 - 2003 61.0 0.9 - - 2 - - 67.94 68 0.00 16.3 253 66.95 87/27 322 -
Birlasoft 2 2003 55.4* 44 1462 140.8 5.1 2.00 0.0 11.6 2003 396.0 44.1 - - -2 - - 40.81 0 34.82 59.5 2704 97.60 106/48 2645 19.2
*Brightcom Group 2 2003 101.5 12 467 -1.4 -0.0 0.05 0.3 - 2003 124.2 5.2 - - 1 - - 36.72 50 6.79 31.8 403 7.93 13/2 561 -
*Ceinsys Tech 10 2003 11.1 79 197 25.1 22.6 1.14 1.8 28.6 2003 60.8 5.6 - - 17 - - 67.16 11 0.00 0.4 95 85.50 114/65 196 3.8
*CESC Ventures 10 2003 26.5 637 64 174.3 65.7 - 0.0 10.3 2003 17.9 94.7 - - 0 - - 49.91 0 22.07 41.2 451 170.00 440/112 386 2.6
Cigniti Technologies 10 2003 27.8 105 300 59.7 21.4 - 0.0 20.3 2003 78.7 15.8 - - 18 - - 37.09 0 0.28 4.4 739 265.25 350/175 697 12.4
Cybertech System 10 2003 27.5* 35 62 10.6 3.8 1.00 0.2 11.0 2003 16.5 2.9 - - 18 - - 37.62 0 0.23 10.3 118 42.70 64/23 132 11.1
Cyient Ltd. 5 2003 55.0 191 1523 248.0 22.6 15.00 0.0 11.8 2003 349.0 -1.0 - - -3 - - 22.87 0 64.24 44.0 2753 250.30 557/184 2040 11.1
Datamatics Global Se 5 2003 29.5 83 416 30.7 5.2 - 0.1 6.3 2003 102.6 4.5 - - 10 - - 74.16 0 0.33 19.8 283 48.00 92/28 299 9.1
eClerx Services 10 2003 37.0 300 1120 123.6 33.4 1.00 0.0 11.1 2003 278.2 43.7 - - -1 - - 50.75 0 37.50 37.6 1753 474.00 711/323 1390 14.2
Expleo Solutions 10 2003 10.3 112 269 34.9 34.1 - 0.0 30.3 2003 75.7 12.5 - - -12 - - 56.16 0 0.00 13.0 282 274.85 399/112 198 8.1
FCS Software Sol.Ltd 1 1903 171.0 2 40 1.8 0.0 - 0.1 0.5 1912 9.7 0.4 1912N 27.6 -3 1.3 -4 19.65 0 0.03 111.9 92 0.54 1/0 107 -
Firstsource Solution 10 2003 694.1* 30 940 182.0 2.6 2.50 0.0 8.8 2003 259.9 51.0 - - 16 - - 53.88 0 20.74 170.4 3013 43.40 55/21 3003 16.6
*Genesys Int.Corp. 5 2003 15.6 95 112 5.5 1.8 - 0.1 1.9 2003 19.1 -6.1 - - 18 - - 48.13 5 8.47 5.7 104 33.35 104/21 120 18.8
HCL Technologies 2 2003 542.7* 137 32606 8969.0 33.1 10.00 0.0 24.0 2003 9057.0 2500.0 - - 24 - - 60.33 0 35.52 215.5 158030 582.35XB 624/376 151789 17.6
*Hexaware Technologie 2 1912 59.8* 65 2141 507.5 17.0 8.50 0.0 26.0 2003 600.8 119.6 2003Q 600.8 17 119.6 1 62.44 0 29.67 80.9 10229 342.25 399/202 10147 20.1
Hinduja Global Solut 10 1903 20.9* 754 2196 230.5 110.4 10.00 0.1 14.6 1912 564.6 73.4 1912N 1575.5 -2 167.7 16 67.23 0 11.54 11.8 1413 677.00 1008/412 1530 5.6
Infibeam Avenues 1 2003 66.5 40 586 38.6 0.6 0.10 0.0 1.5 2003 123.2 7.4 - - 23 - - 32.33 8 7.46 51.8 4467 67.20 69/27 4378 -
InfoBeans Tech 10 2003 24.0 61 110 24.1 10.0 1.00 0.0 16.5 2003 27.8 5.7 - - 11 - - 68.35 0 0.00 1.9 222 92.25 150/50 191 9.0
Infosys 5 2003 2129.6* 146 79047 15543.0 36.5 17.50 0.0 25.0 2003 20187.0 4069.0 - - 9 - - 13.15 0 55.68 1134.3 332992 781.80 847/511 317441 21.4
Innovana Thinklabs 10 1903 10.3* 26 41 8.5 8.3 - 0.0 31.7 - - - - - - - - 73.17 0 0.14 0.3 105 102.15XB 144/73 95 -
Inspirisys Solutions 10 2003 39.6 18 345 6.6 1.7 - 4.4 9.1 2003 74.5 -1.6 - - -17 - - 69.95 0 0.07 6.1 109 27.60 55/17 257 16.6
Intellect Design 5 2003 66.2* 67 741 -31.3 -2.4 - 0.1 - 2003 203.7 18.9 - - -21 - - 31.35 0 26.16 51.3 1462 110.35 292/44 1536 -
*Intrasoft Technologi 10 2003 14.7 76 7 1.2 0.8 1.00 0.0 1.1 2003 2.6 0.8 - - -12 - - 47.68 0 13.33 7.6 104 70.40 109/22 103 -
Jump Networks 5 1903 50.0 13 67 0.4 0.0 0.01 0.0 0.3 1912 56.9 -83.2 1912N 75.0 60 -89.6 -8716 1.83 0 5.06 3.3 588 58.85 77/40 588 -
Kellton Tech Solutio 5 1903 48.2 11 111 8.4 0.9 - 0.2 7.7 1912 33.6 3.0 1912N 84.4 -1 7.3 7 62.06 32 0.36 15.7 147 15.25 27/7 161 -
KPIT Technologies 10 2003 274.1 38 955 178.4 6.5 - 0.1 17.3 2003 217.8 26.8 - - - - - 41.80 17 35.55 57.5 1731 63.15 111/34 1789 9.7
L&T Infotech 1 2003 17.4* 300 10184 1552.4 89.1 28.00 0.0 29.7 2003 2825.1 415.9 - - 12 - - 74.53 0 16.64 135.4 36727 2108.55 2115/1208 36512 23.7
Majesco L 5 2003 14.4* 195 10 24.0 8.3 2.00 0.0 4.3 2003 2.6 1.5 - - -49 - - 38.24 4 23.45 21.0 1032 359.15 588/171 987 43.1
Mastek Li 5 2003 12.2* 110 163 27.4 11.2 8.00 0.0 10.2 2003 40.4 12.1 - - -15 - - 45.09 57 21.07 21.2 942 385.35 477/170 931 34.3
MindTree Ltd. 10 2003 164.6 192 7764 630.8 38.3 13.00 0.0 20.0 2003 2050.5 206.1 - - 10 - - 74.11 0 17.62 76.9 16594 1008.30 1062/653 16340 26.3
MosChip Technologies 2 2003 31.6 6 63 -27.3 -1.7 - 0.5 - 2003 18.1 -12.0 - - 102 - - 58.89 0 0.00 18.3 234 14.80 18/6 275 -
MphasiS Ltd. 10 2003 186.5* 197 4347 1205.1 64.6 35.00 0.1 32.8 2003 1209.5 520.5 - - 24 - - 56.18 0 38.04 61.1 17137 918.65 999/612 17229 14.2
Newgen Software Tech 10 2003 70.0 75 577 65.9 9.4 2.00 0.2 12.5 2003 171.4 37.2 - - 12 - - 65.72 0 21.94 23.9 1162 166.10 306/96 1085 17.6
NIIT Ltd. 2 2003 28.3* 108 401 1368.4 96.6 10.00 0.2 89.3 2003 91.1 -38.6 - - 15 - - 34.34 0 33.67 61.3 1331 94.00 116/54 1457 1.0
NIIT Technologies 10 2003 62.5 316 2231 422.5 67.6 31.00 0.0 21.4 2003 558.1 117.4 - - 15 - - 70.09 0 21.28 38.1 9951 1592.35 2057/739 9822 23.6
Nucleus Software 10 2003 29.0 182 432 96.0 33.1 - 0.0 18.2 2003 116.6 35.1 - - 8 - - 67.58 0 8.85 16.2 794 273.40 347/170 742 8.3
Onward Technolog 10 2003 16.2* 42 122 8.2 5.1 1.50 0.3 11.9 2003 30.6 -0.2 - - 5 - - 62.21 0 0.02 8.2 97 60.10 77/35 111 11.9
Oracle Financial Ser 5 2003 43.0* 641 3526 1582.7 184.1 180.00 0.0 28.7 2003 906.4 503.0 - - -3 - - 73.41 0 19.74 27.2 23714 2758.90 3422/1533 22008 15.0
Persistent Systems 10 2003 76.4 301 2108 407.7 53.3 12.00 0.0 17.7 2003 566.1 127.5 - - 7 - - 31.43 0 44.75 55.0 5593 731.80 750/420 5072 13.7
Quick Heal Technolog 10 2003 64.2 101 283 73.6 11.5 4.00 0.0 11.4 2003 63.4 6.0 - - -3 - - 72.83 0 2.33 56.0 728 113.45 159/62 598 9.9
*R Systems Internat. 1 1912 12.0* 23 392 51.5 4.3 1.50 0.0 18.7 2003 106.0 7.5 2003Q 106.0 14 7.5 -36 51.59 0 0.00 10.7 1185 99.10 120/34 1126 25.1
Ramco Systems Lt 10 2003 30.6* 271 306 24.9 8.1 - 0.1 3.0 2003 71.1 -13.6 - - -1 - - 54.70 0 19.06 15.6 342 111.65 230/64 419 13.7
Rolta India 10 1903 165.9 95 676 -2494.9 -150.4 - 2.4 - 1912 7.8 -71.3 1912N 59.7 -91 -337.8 59 13.40 83 10.41 139.3 101 6.08 8/2 3784 -
Saksoft Ltd. 10 2003 10.5 106 116 29.5 28.1 4.50 0.4 26.6 2003 30.7 9.6 - - 24 - - 69.20 0 0.97 4.2 204 194.80 319/106 241 6.9
Sasken Technologies 10 2003 15.1 319 417 82.3 54.7 40.00 0.0 17.2 2003 97.0 10.5 - - 3 - - 45.05 0 20.43 20.7 698 463.50 679/342 693 8.5
Scanpoint Geomatics 2 1903 9.9* 11 40 1.7 0.3 - 0.4 3.2 1912 11.2 0.6 1912N 28.4 17 1.6 44 100.00 47 0.00 8.4 99 20.05 27/16 116 -
Silver Touch Technol 10 1903 12.7 57 204 10.3 8.1 0.50 0.1 13.5 - - - - - - - - 73.87 0 0.00 0.4 127 100.00 130/93 126 -
Sonata Software 1 2003 10.5 36 877 211.3 20.1 20.25 0.0 56.6 2003 221.8 79.1 - - 7 - - 28.17 0 23.36 56.0 2453 233.25 357/148 2367 11.6
Subex Ltd. 10 2003 562.0 9 11 -205.9 -3.7 - 0.0 - 2003 3.9 21.0 - - -51 - - 0.00 0 0.59 99.0 432 7.69 10/3 431 -
Take Solutions Ltd. 1 2003 14.8 53 2 24.9 1.7 - 0.0 3.2 2003 0.6 10.7 - - -88 - - 66.88 0 12.59 27.3 651 44.00 138/37 626 26.1
Tanla Solutions 1 2003 15.2 44 1060 -198.9 -13.1 - 0.1 - 2003 239.7 -57.8 - - 51 - - 35.21 0 14.55 48.2 1182 77.60 89/38 1093 -
*Tata Consultancy 1 2003 375.2 198 131306 33260.0 88.6 78.00 0.0 44.7 2006 31624.0 6096.0 2006Q 31624.0 -3 6096.0 -30 72.04 3 23.86 867.9 833649 2221.65 2302/1504 824782 27.2
*Tata Elxsi Ltd. 10 2003 62.3 175 1610 256.1 41.1 8.00 0.0 23.5 2003 438.9 82.1 - - -2 - - 44.52 0 14.38 135.9 5782 928.40 1099/501 5118 22.6
Tech Mahindra Ltd. 5 2003 483.1* 231 29225 4534.5 46.9 15.00 0.0 20.4 2003 7571.9 1391.8 - - 7 - - 35.84 0 52.86 455.7 54942 568.65 846/470 53737 12.1
Trigyn Technolog 10 2003 30.8 59 76 6.2 2.0 0.25 0.0 3.4 2003 20.5 1.8 - - -7 - - 45.99 3 0.01 16.1 106 34.45 64/19 104 17.1
Vakrangee 1 1903 105.9 24 1450 20.2 0.2 0.25 0.0 0.8 1912 184.0 19.7 1912N 431.8 -68 36.3 146 42.60 0 18.16 137.2 3353 31.65 56/17 2218 -
*Virinchi L 10 2003 32.7 81 140 16.9 5.1 - 0.3 6.3 2003 32.8 0.6 - - -29 - - 46.16 13 0.00 11.7 93 28.30 68/18 165 5.5
Wipro Ltd 2 2003 1142.9* 81 50407 8680.7 15.2 2.00 0.1 18.7 2003 13127.2 2158.3 - - 4 - - 74.03 0 15.46 511.9 126861 222.00 276/160 121545 14.6
Xchanging Solutions 10 2003 111.4 20 43 22.7 2.0 - 0.0 10.0 2003 10.2 3.4 - - -18 - - 75.00 0 5.20 16.4 482 43.30 65/25 338 21.3
Xelpmoc Design and T 10 2003 13.7 33 8 -2.1 -1.6 - 0.0 - 2003 3.3 0.5 - - 949 - - 58.16 0 15.91 1.4 101 73.50 80/38 98 -
Xtglobal Infotech 1 2003 12.0 5 5 2.3 0.2 - -1.4 4.0 2003 2.1 1.4 - - 4869 - - 68.86 0 0.00 10.6 170 14.16 16/2 172 -

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 35


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Zen Technologies Ltd 1 2003 7.7 26 147 60.5 7.8 0.40 0.3 30.4 2003 18.7 17.8 - - 163 - - 59.55 0 0.24 11.7 399 51.65 78/22 421 6.6
Zensar Technologies 2 2003 45.1 70 1370 231.0 10.2 2.80 0.0 14.7 2003 353.0 70.6 - - 0 - - 49.23 0 42.30 27.5 2856 126.70 249/64 2729 12.4
24 CONSTRUCTIONS
IND. COMPOSITE 10811 195585 8860 17
*Ahluwalia Contra 2 2003 13.4 120 1885 64.4 9.6 - 0.1 8.0 2003 549.2 6.1 - - -7 - - 58.00 41 38.78 5.5 1451 216.55 369/136 1302 25.1
Ajmera Realty & Infr 10 1903 35.5 157 343 66.2 18.6 3.30 1.2 11.9 1912 47.9 5.5 1912N 245.9 -2 24.5 -43 67.94 8 0.20 31.1 296 83.35 163/53 947 6.2
Anant Raj Ltd. 2 1903 59.0 143 457 46.4 1.6 0.24 0.5 1.1 1912 265.1 16.9 1912N 435.6 40 25.8 1 64.93 0 7.78 46.4 680 23.05 41/13 2633 14.9
*Arihant Superstructu 10 2003 41.2 27 59 -1.4 -0.3 - 0.7 - 2003 16.0 0.3 - - -14 - - 74.14 0 5.29 3.4 107 26.00 48/17 186 -
Ashiana Housing Ltd. 2 2003 20.5 74 262 -28.2 -2.8 0.30 0.2 - 2003 85.1 -8.7 - - -27 - - 61.03 0 10.87 21.6 666 65.05 125/39 774 -
Ashoka Buildcon Ltd. 5 2003 140.4 93 3937 387.1 13.8 - 0.3 14.9 2003 1254.8 164.2 - - 7 - - 54.32 0 37.08 39.7 1745 62.15 135/37 2420 4.5
*B L Kashyap & Sons 1 2003 22.5 23 793 -30.6 -1.4 - 0.6 - 2003 217.3 -18.8 - - -4 - - 61.47 100 6.98 19.7 119 5.30 12/3 442 -
Bharat Road Network 10 1903 84.0 140 11 14.3 1.7 0.50 0.1 1.2 1912 1.7 6.5 1912N 3.8 -52 21.4 29 53.75 22 1.32 12.3 310 36.95 85/29 430 16.3
Brigade Enterprises 10 2003 204.4* 124 1849 260.8 12.8 1.00 0.7 10.3 2003 440.5 40.6 - - 5 - - 46.81 0 31.63 55.1 2890 141.40XB 255/91 4419 11.1
Capacit’e Infraproje 10 2003 67.9 136 1529 90.9 13.4 - 0.3 9.8 2003 307.2 3.8 - - -5 - - 43.78 17 30.20 46.2 756 111.40 273/70 799 8.3
D B Realty Ltd. 10 1903 243.3 114 4 -120.5 -5.0 - 0.1 - 1912 0.2 -31.2 1912N 0.6 -78 -113.1 -251 62.80 71 7.12 30.1 165 6.79 13/4 472 -
Dilip Buildcon Ltd. 10 2003 136.8 264 8984 425.0 31.1 1.00 1.0 11.8 2003 2499.7 115.1 - - -1 - - 74.99 29 15.65 60.8 3872 283.10 477/193 6884 9.1
DLF Ltd. 2 2003 495.1* 108 2370 2264.3 9.1 2.00 0.3 8.4 2003 884.7 -1077.0 - - -37 - - 74.94 0 20.07 292.7 36548 147.65 267/115 39138 16.1
*Eldeco Housing & 10 2003 2.0 928 91 27.0 137.0 17.50 0.0 14.8 2003 29.2 12.0 - - 1 - - 54.82 0 0.00 1.8 191 971.00 2300/678 132 7.1
*Emami Realty 2 2003 5.6 18 881 -111.6 -39.9 - 12.6 - 2003 105.7 -20.5 - - 7984 - - 50.50 0 0.14 32.1 106 37.95 83/23 2011 -
*Future Market Net 10 2003 57.5 29 122 11.1 1.9 - 0.5 6.6 2003 30.0 3.6 - - 21 - - 71.56 98 0.41 15.0 119 20.65 45/9 228 10.5
*Ganesh Housing 10 2003 49.2 142 2 -63.3 -12.9 - 0.4 - 2003 0.3 -23.0 - - -98 - - 54.36 4 1.33 21.1 126 25.50 51/18 380 -
*Gayatri Projects 2 2003 37.4 50 3427 -384.6 -20.5 - 1.2 - 2003 910.2 -55.7 - - 9 - - 44.89 98 38.99 11.5 309 16.50 154/8 1644 -
GeeCee Ventures 10 2003 20.9 198 43 15.2 7.3 - 0.0 3.7 2003 5.6 2.3 - - -59 - - 67.71 0 0.00 8.1 142 67.85 118/40 136 9.3
Generic Engineering 5 1903 21.1 35 202 15.6 3.7 0.05 0.1 10.6 1912 40.7 2.8 1912N 150.6 3 10.7 -4 54.50 0 1.60 2.4 232 55.15 110/39 212 15.4
Godrej Properties Lt 5 2003 126.0* 200 1747 312.8 12.4 - 1.3 6.2 2003 780.8 95.6 - - 116 - - 64.45 0 24.21 47.8 22479 891.75 1188/506 25713 71.9
HDIL 10 1903 474.0 246 584 96.2 2.0 - 0.1 0.8 1906 92.6 8.3 1906Q 92.6 -44 8.3 -67 41.84 0 17.29 253.4 160 3.38 15/1 1539 2.0
*HG Infra Engineering 10 2003 65.2 126 2196 165.7 25.4 - 0.4 20.2 2003 622.9 51.3 - - 10 - - 73.98 0 21.34 15.3 1238 190.00 295/135 1380 7.5
*Hind.ConstructionCo. 1 2003 151.3 8 3644 -168.7 -1.1 - 2.3 - 2003 779.3 -211.9 - - -4 - - 34.71 92 33.45 231.6 934 6.17 13/4 3631 -
Indiabulls Integrate 2 1903 17.9 178 0 21.9 2.4 - 0.0 1.4 1912 0.0 -13.9 1912N 0.1 -68 -19.2 -191 43.25 0 20.08 50.8 491 54.95 174/31 491 -
Indiabulls Real Esta 2 2003 90.9 142 363 -85.4 -1.9 - 0.5 - 2003 214.1 101.5 - - 33 - - 23.35 0 21.38 105.6 3167 69.65 118/37 6250 -
IRB Infrastructure 10 2003 351.4 73 3992 279.2 7.9 5.00 1.5 10.9 2003 953.5 57.1 - - 26 - - 57.68 18 28.98 100.5 4281 121.80 128/46 7194 15.3
ITD Cementation Indi 1 2003 17.2 61 2142 43.2 2.5 0.30 0.2 4.1 2003 557.0 -5.5 - - 19 - - 46.63 0 32.22 35.8 882 51.35 101/26 1020 20.4
*J Kumar Infraproject 5 2003 37.8 242 2971 183.6 24.3 1.25 0.4 10.0 2003 877.8 31.1 - - 15 - - 45.31 23 21.34 22.9 743 98.25 180/65 875 4.0
JaiprakashAssociates 2 2003 486.5 32 4619 -892.8 -3.7 - 0.6 - 2003 1172.0 -307.4 - - -33 - - 38.86 20 6.17 563.9 649 2.67 4/1 5648 -
Jaypee Infratech Ltd 10 1903 1388.9 8 1292 -1325.7 -9.5 - 5.6 - 1912 232.4 -400.9 1912N 1270.2 40 -1233.9 -26 60.98 84 5.27 138.2 243 1.75 2/1 6814 -
JMC Projects 2 2003 33.6 58 3713 79.0 4.7 0.70 0.7 8.1 2003 938.6 -34.4 - - 20 - - 67.35 0 18.98 12.4 858 51.10 135/30 1439 10.9
*Karda Constructions 2 2003 12.3* 17 114 9.6 1.6 - 0.8 9.3 2003 27.5 1.8 - - 22 - - 65.16 0 0.02 6.0 374 60.80 66/18 441 38.8
KNR Constructions 2 2003 28.1 115 2244 225.2 16.0 0.50 0.2 13.9 2003 675.6 67.2 - - 10 - - 55.02 0 35.61 41.4 2972 211.35 311/172 3197 13.2
Kolte-Patil Develope 10 2003 75.8 114 712 64.2 8.5 - 0.3 7.4 2003 112.5 7.8 - - 110 - - 74.63 0 14.61 34.8 1177 155.20 288/103 1396 18.2
L&T 2 2003 280.8* 372 82384 6679.2 47.6 14.00 0.2 12.8 2003 27252.8 2254.6 - - -2 - - 0.00 0 54.21 1251.6 130880 932.20 1554/661 133625 19.0
Madhav Infra Project 1 1903 6.4* 13 299 3.3 0.5 - 3.3 3.8 1912 45.9 2.0 1912N 162.3 -17 3.6 37 72.65 0 0.00 0.6 186 29.10CB 33/17 374 -
Mahindra Lifespace D 10 2003 51.4* 291 440 -226.0 -44.0 - 0.1 - 2003 51.0 -253.3 - - 19 - - 51.47 0 26.45 58.2 1116 217.20 454/171 1018 -
*Man Infraconstructio 2 2003 49.5 35 107 68.7 2.8 0.55 0.0 8.0 2003 32.5 16.1 - - -41 - - 64.58 0 1.20 28.6 455 18.40 34/15 418 6.6
*MarathonNextgenRea 5 2003 23.0 137 81 26.9 5.8 - 0.5 4.3 2003 16.0 4.6 - - 385 - - 74.96 0 0.00 5.9 230 50.00 111/38 521 6.7
*NBCC (India) 1 2003 180.0 8 5210 79.9 0.4 0.14 0.0 5.2 2003 1589.7 48.5 - - -26 - - 61.75 0 18.84 317.8 4662 25.90 56/14 3081 -
NCC 2 2003 122.0 84 8219 382.0 6.3 0.20 0.4 7.5 2003 2182.0 110.4 - - -31 - - 19.56 34 33.17 194.0 2043 33.50 90/16 3480 5.3
*Nila Infrastructures 1 2003 39.4 4 251 17.6 0.4 - 0.9 12.3 2003 84.8 2.8 - - 9 - - 61.90 0 7.51 30.9 166 4.22 7/2 266 -
*Niraj Cement Structu 10 2003 25.4* 71 124 1.6 0.6 - 0.1 0.9 2003 43.8 0.8 - - 21 - - 20.77 0 0.00 3.5 114 44.90 62/9 125 -
Oberoi Realty 10 1903 363.6 166 1029 453.7 12.5 2.00 0.1 7.5 1912 179.4 75.8 1912N 506.2 -40 267.9 -31 67.70 0 30.42 23.5 13321 366.35 587/290 13714 40.2
Omaxe Ltd. 10 1903 182.9 75 768 23.1 1.3 0.70 0.6 1.7 1912 121.0 4.3 1912N 470.3 -5 17.7 48 74.15 52 14.44 46.8 1460 79.80 222/80 2020 50.6
Parsvnath Developers 5 1903 217.6 36 821 -242.8 -5.6 - 0.8 - 1912 22.6 -69.1 1912N 87.9 -1 -143.1 -90 68.77 65 0.89 138.6 147 3.38 5/1 1268 -
*Patel Engg. Ltd. 1 2003 41.7* 62 2333 37.2 0.9 - 0.9 1.4 2003 478.5 -62.5 - - 17 - - 62.71 87 18.42 56.9 637 15.27XR 22/8 2711 -
Peninsula Land L 2 1903 55.8 21 135 -777.9 -27.9 - 2.4 - 1912 107.0 -17.0 1912N 131.5 8 -303.4 29 56.96 26 2.00 52.3 112 4.00 6/2 1433 -
*Phoenix Mills 2 2003 30.7* 186 444 147.6 9.6 - 0.2 5.2 2003 98.2 20.1 - - 5 - - 59.11 0 36.61 14.3 9213 600.30 980/466 9887 62.4
*PNC Infratech 2 2003 51.3 99 4878 460.3 17.9 0.50 0.1 18.1 2003 1157.9 76.1 - - 84 - - 56.06 0 30.65 26.2 3793 147.85 215/81 3767 8.2
*Prestige Estates Pro 10 2003 400.9 131 3356 262.4 6.5 1.50 1.1 5.0 2003 926.3 -42.2 - - 53 - - 65.48 0 33.26 19.8 7789 194.30 426/134 12182 29.7
PSP Projects 10 2003 36.0 127 1499 129.3 35.9 5.00 0.1 28.3 2003 456.4 34.3 - - 48 - - 73.81 0 7.01 13.1 1470 408.25 577/234 1273 11.4
*Puravankara 5 2003 118.6 70 1271 30.5 1.3 - 0.5 1.8 2003 270.5 1.5 - - -2 - - 74.99 0 18.08 29.0 1024 43.20 80/29 1770 33.6
Rail Vikas Nigam 10 1903 2085.0 18 10060 606.6 2.9 0.09 0.8 16.2 1912 3699.3 197.9 1912N 10309.9 55 592.6 41 87.84 0 3.15 177.4 4097 19.65 29/10 6179 5.3
Ramky Infrastructure 10 2003 69.2 74 1254 2.7 0.4 - 2.2 0.5 2003 282.0 -6.1 - - 33 - - 69.82 30 0.46 20.9 259 37.45 86/15 1062 -
Ratnabhumi Developer 10 1903 13.7 24 2 0.3 0.2 - 0.0 1.0 - - - - - - - - 72.99 0 0.00 0.1 137 100.20 110/58 138 -
*Sanmit Infra 10 2003 10.0 12 51 1.1 1.1 0.25 0.3 8.9 2003 18.8 0.6 - - -71 - - 65.99 0 0.00 1.1 104 103.95 114/26 107 94.8
Simplex Infrastructu 2 1903 11.4 351 6041 122.6 21.4 0.50 1.7 6.1 1912 862.2 -31.3 1912N 3346.4 -25 -2.9 -103 49.82 0 10.15 17.4 196 34.30 111/16 3443 6.4
*SKIL Infrastructure 10 2003 216.6 47 - -1411.7 -65.2 - 0.6 - 2003 0.0 -1255.1 - - -71 - - 67.55 76 6.81 5.0 102 4.69 9/3 1454 -
*Sobha 10 2003 94.8 241 3786 289.4 30.5 7.00 1.1 12.7 2003 916.6 53.2 - - 46 - - 51.78 20 38.85 61.0 2238 236.00 588/118 4440 7.7
Sunteck Realty Ltd. 1 1903 14.6 121 238 184.5 12.6 0.75 0.2 10.4 1912 91.2 48.4 1912N 217.9 19 103.5 -35 67.16 0 29.22 8.0 2887 197.25 487/145 3123 22.9
Texmaco Infrastructu 1 2003 12.7 24 14 7.4 0.6 0.20 0.1 2.4 2003 4.2 1.0 - - -8 - - 64.15 1 1.69 17.3 493 38.70 56/23 513 -
Unitech Ltd. 2 1903 523.3 27 508 -667.3 -2.6 - 0.4 - 1906 93.9 -78.9 1906Q 93.9 23 -78.9 -8 5.09 4 2.20 612.9 523 2.00 4/0 3533 -
Vascon Engineers Ltd 10 2003 178.1 41 366 38.1 2.1 - 0.3 5.3 2003 92.1 -0.0 - - 11 - - 36.19 25 0.11 34.7 162 9.12 19/6 327 4.3
Vipul Ltd. 1 1903 12.0 34 216 1.4 0.1 0.05 1.3 0.3 1912 26.2 0.3 1912N 141.1 -8 -7.2 -854 63.43 66 2.20 4.0 176 14.70 43/13 693 -
Welspun Enterprises 10 2003 148.7* 117 1760 159.3 10.7 2.00 0.1 9.2 2003 450.4 48.8 - - 27 - - 50.33 0 7.42 50.7 972 65.35 120/33 1024 6.1
*Zuari Global 10 2003 29.4 445 57 12.9 4.4 1.00 0.1 1.0 2003 49.1 -4.0 - - 348 - - 54.83 7 11.86 22.8 160 54.50 87/22 264 12.4
25 CONSUMER DURABLES
IND. COMPOSITE 508 41473 2159 40
Amber Enterprises 10 2003 31.4 344 3003 117.9 37.5 - 0.2 10.9 2003 1046.1 53.2 - - 61 - - 44.01 0 19.59 32.8 4844 1540.40 1690/750 4958 41.1
Bajaj Electricals 2 2003 22.8* 121 4977 -0.1 -0.0 - 1.5 - 2003 1299.6 0.0 - - -25 - - 63.17 0 22.42 40.9 4501 395.60XR 469/260 6062 -
Blue Star 2 2003 19.3 88 4786 120.9 12.5 10.00 0.4 14.2 2003 1196.8 33.3 - - 9 - - 38.76 0 31.63 51.9 4721 490.15 887/425 5058 39.1
*BPL Ltd. 10 2003 48.9 35 95 8.8 1.8 - 0.1 5.2 2003 18.7 1.1 - - -29 - - 63.24 0 0.53 29.6 92 18.90 26/9 98 -
Butterfly Gandhima 10 2003 17.9 108 679 4.0 2.2 - 0.8 2.1 2003 110.6 -7.7 - - 13 - - 64.77 0 10.79 20.6 224 125.05 285/85 357 31.0
*DHP India Ltd. 10 2003 3.0 228 56 3.1 10.3 2.50 0.0 4.5 2003 12.9 -3.3 - - -17 - - 74.37 0 0.01 2.7 101 338.15 588/221 104 55.1
Dixon Technologies 10 2003 11.6 444 3672 110.6 95.6 4.00 0.4 21.5 2003 762.9 30.4 - - 61 - - 36.17 0 33.70 37.8 7210 6231.40 6333/1831 7317 65.2
*Eveready Industr 5 2003 36.3 77 1211 179.6 24.7 - 0.8 32.2 2003 224.2 63.7 - - -14 - - 22.99 79 4.67 52.8 608 83.65 95/34 897 3.4

36 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Hawkins Cookers 10 2003 5.3 264 674 72.5 137.1 - 0.2 51.9 2003 146.0 9.4 - - 13 - - 56.03 0 15.03 15.0 2171 4104.85 5540/2606 2164 29.9
*IFB Industries 10 2003 40.5 160 2551 28.0 6.9 - 0.0 4.3 2003 485.7 -18.2 - - 8 - - 74.96 0 10.74 23.6 1638 404.20 798/232 1549 58.5
*Indo National 10 2003 3.8 531 330 0.5 1.3 5.00 0.1 0.2 2003 59.5 -17.8 - - 8 - - 65.35 56 5.33 7.5 201 536.55 660/347 212 -
*Johnson Controls-Hit 10 2003 27.2 253 2197 83.5 30.7 - 0.3 12.1 2003 432.9 7.2 - - 12 - - 74.25 0 17.00 15.2 6097 2242.45 3375/1475 6257 73.0
*KDDL Ltd. 10 2003 11.7 145 181 9.1 7.8 2.00 0.3 5.4 2003 40.7 0.5 - - 7 - - 45.16 7 29.60 4.4 186 160.00 440/104 220 20.4
*Mirc Electronics 1 2003 23.1 10 604 -11.5 -0.5 - 0.3 - 2003 166.2 -6.7 - - -10 - - 53.36 35 1.40 55.3 173 7.48 16/4 225 -
*Panasonic Energy Ind 10 2003 7.5 132 204 3.2 4.2 4.00 0.0 3.2 2003 43.4 -0.9 - - -1 - - 58.05 0 2.51 7.4 121 161.35 197/91 66 38.4
Symphony 2 2003 14.0 93 716 186.0 26.6 23.00 0.0 28.6 2003 154.0 45.0 - - 46 - - 74.99 0 15.46 25.6 6193 885.25 1407/690 6153 33.3
*Timex Group India 1 2003 10.1 2 252 -1.8 -0.2 - -1.9 - 2003 51.5 -5.6 - - 9 - - 74.93 0 0.02 41.4 208 20.60 45/14 233 -
*TTK Prestige L 10 2003 13.9* 938 1937 198.5 143.2 20.00 0.0 15.3 2003 383.5 20.9 - - 2 - - 70.40 0 20.29 29.0 7441 5368.10XB 6610/3918 7378 37.5
Voltas Ltd. 1 2003 33.1 120 7358 569.9 17.2 4.00 0.0 14.4 2003 2082.7 176.6 - - 13 - - 30.42 0 49.69 121.8 18609 562.40 741/428 18486 32.7
Whirlpool of Ind 10 2003 126.9 201 5993 476.3 37.5 5.00 0.0 18.7 2003 1353.6 87.4 - - 15 - - 0.00 0 57.53 61.2 27784 2189.90 2570/1343 26723 58.3
26 CONTRACEPTIVES
IND. COMPOSITE 13 161 40 7
*Cupid Ltd. 10 2003 13.3 78 161 39.8 29.9 4.50 0.0 38.5 2003 41.3 10.4 - - 141 - - 45.06 0 0.66 19.8 282 211.80 262/101 276 7.1
27 COURIERS
IND. COMPOSITE 48 3592 -96 5
Blue Dart Expres 10 2003 23.7 246 3166 -38.3 -16.1 - 0.2 - 2003 724.1 -23.8 - - 2 - - 74.99 0 13.55 16.9 4782 2015.15 3068/1875 4661 -
*Gati Ltd. 2 2003 24.4 66 425 -57.8 -4.7 - 0.1 - 2003 87.0 -50.4 - - -13 - - 7.79 34 4.94 92.7 601 49.30 75/32 653 -
28 CYCLES & ACCESSORIES
IND. COMPOSITE 19 4276 331 25
Tube Investments 1 2003 18.8 91 4276 330.6 17.6 3.50 0.3 19.3 2003 934.6 73.5 - - -18 - - 47.88 0 38.00 29.3 8341 443.95 577/255 8724 25.2
29 DIAMOND CUTTING/PRE CIO US META LS/JEWELLER Y
IND. COMPOSITE 817 80122 2179 47
Asian Star Co 10 1903 16.0 467 2450 40.6 25.3 1.50 0.9 5.4 1912 472.6 8.4 1912N 1695.7 -10 31.6 20 74.65 0 4.45 0.5 996 622.00 882/556 1482 21.8
Atlas Jewellery 10 1903 100.7 16 3 5.4 0.5 - 0.0 3.5 1912 0.7 0.9 1912N 1.7 -22 2.1 -72 49.67 0 0.00 5.9 437 43.40 77/9 436 -
D P Abhushan 10 1903 22.3 24 812 11.8 5.3 - 1.8 22.3 - - - - - - - - 74.72 0 0.00 0.4 167 74.95 78/38 257 -
*Goldiam Internat 10 2003 22.2 100 162 19.0 8.6 6.50 0.0 8.6 2003 32.9 3.3 - - -7 - - 65.09 0 0.04 9.4 241 108.55 184/73 221 12.6
*PC Jeweller L 10 2003 395.0 101 4939 78.5 2.0 0.50 0.5 2.0 2003 876.9 -41.5 - - -34 - - 46.44 0 4.30 248.2 616 15.60 45/8 2400 7.9
*Rajesh Exports L 1 2003 29.5 167 46899 403.3 13.7 1.00 1.3 8.2 2003 11542.2 70.2 - - 11 - - 54.03 0 25.23 22.5 13994 473.95 802/462 5596 34.7
*Renaissance Global 10 2003 18.9 245 1261 31.8 16.8 - 0.5 6.9 2003 223.2 12.4 - - 6 - - 67.31 0 0.00 7.3 412 218.00 409/188 605 12.9
*Starline Precious St 10 2003 21.6 11 10 -0.2 -0.1 - 0.0 - - - - - - - - - 63.15 0 0.00 0.2 93 43.20 45/19 93 -
*Thangamayil Jeweller 10 2003 13.7 160 1692 45.7 33.3 5.00 0.8 20.7 2003 358.4 8.6 - - 21 - - 67.44 15 8.45 4.4 367 267.25 485/217 469 8.0
Titan Company 1 2003 88.8 77 20010 1517.6 17.1 4.00 0.4 22.2 2003 4428.8 356.8 - - 8 - - 52.90 0 28.60 322.9 85383 961.75 1390/720 86669 56.3
*Tribhovandas Bhimji 10 2003 66.7 74 1810 21.9 3.3 1.00 1.2 4.5 2003 342.5 4.0 - - 9 - - 74.11 0 0.59 22.6 201 30.05 52/17 766 9.1
Uday Jewellery 10 1903 22.0 17 73 3.1 1.4 - 0.3 8.1 1912 25.8 1.5 1912N 67.0 23 3.8 66 73.28 0 0.00 2.5 233 105.65 116/49 244 50.5
30 DIVERSIFIED
IND. COMPOSITE 488 34455 2156 29
3M India Ltd. 10 2003 11.3 1842 2765 219.0 194.4 - 0.0 10.6 2003 627.2 -25.8 - - 1 - - 74.99 0 10.28 31.2 21973 19505.85 25209/15686 21511 100.3
*Balmer Lawrie & 10 2003 171.0* 77 1530 177.2 10.4 7.50 0.0 13.4 2003 344.2 74.9 - - -9 - - 0.00 0 7.25 56.6 1922 112.40XB 141/70 1499 10.8
DCM Shriram 2 2003 31.2 263 7672 743.7 47.7 8.20 0.4 18.1 2003 1906.4 212.7 - - -1 - - 66.53 0 12.90 40.7 4858 311.50 552/176 5936 6.5
Grasim Inds. 2 2003 131.6* 573 18609 1270.0 19.3 5.50 0.1 3.4 2003 4312.5 357.1 - - -6 - - 40.26 0 36.38 233.9 40225 611.50 939/380 43086 31.7
Kesoram Industri 10 1903 142.6 37 3879 -254.3 -17.8 - 5.3 - 1912 559.6 -77.2 1912N 1863.9 -34 -44.0 84 53.13 45 3.73 87.0 494 34.65 74/17 3237 -
31 DYES & PIGMENTS
IND. COMPOSITE 263 11021 1357 17
*AksharChem (India) 10 2003 8.2 323 260 15.7 19.2 3.50 0.0 5.9 2003 69.7 5.8 - - -22 - - 62.70 0 11.20 12.2 178 217.30 340/140 188 11.3
Amal Ltd. 10 2003 9.4 27 33 9.2 9.8 - 0.3 36.0 2003 7.2 2.5 - - 15 - - 65.54 0 0.02 12.4 138 146.40 164/79 138 15.0
*Asahi Songwon Colors 10 2003 12.3 164 284 22.8 18.6 3.00 0.3 11.3 2003 71.8 6.1 - - -6 - - 66.42 0 0.24 6.4 177 144.45 180/63 231 7.8
Atul Ltd. 10 2003 29.7 5136 3906 640.2 215.8 27.50 0.0 4.2 2003 921.3 142.2 - - 2 - - 44.80 4 31.37 35.8 13731 4629.35 5447/3257 13703 21.4
*Bhageria Industries 5 2003 21.8* 92 414 65.8 15.1 3.00 0.1 16.4 2003 100.9 13.9 - - -9 - - 70.48 0 0.14 10.6 502 114.95XB 155/66 489 7.6
*Bodal Chemicals 2 2003 24.5 78 1212 102.2 8.4 0.80 0.2 10.6 2003 331.4 30.1 - - -17 - - 58.29 0 6.06 48.0 778 63.60 96/35 906 7.6
Clariant Chemicals ( 10 2003 23.1 282 757 50.7 22.0 11.00 0.0 7.8 2003 169.5 15.4 - - -24 - - 51.00 0 5.08 37.9 1122 486.30 495/192 1087 22.1
*Dynemic Products 10 2003 11.3 112 182 24.1 21.3 1.50 0.3 19.0 2003 45.7 8.0 - - 16 - - 41.53 0 0.61 9.6 181 159.70 180/84 211 7.5
*Generic Pharmasec 1 2003 21.7 1 17 1.0 0.0 - 0.0 5.3 2003 5.7 0.5 - - 2778 - - 65.48 0 0.00 2.2 243 11.19 17/10 237 -
Indian Toners 10 1903 13.2 133 115 20.4 15.5 3.00 0.0 11.4 1912 22.2 2.8 1912N 70.2 -18 9.4 -40 69.25 0 0.02 15.9 129 97.75 134/43 114 9.1
*Kiri Industries 10 2003 33.6 200 969 50.2 14.9 0.50 0.2 7.5 2003 212.5 0.0 - - -0 - - 41.61 0 25.93 19.4 1572 467.60 533/188 1704 31.3
*Poddar Pigments 10 2003 10.6 177 357 21.3 20.0 - 0.0 11.3 2003 76.9 6.0 - - 6 - - 62.42 0 1.26 9.2 169 158.90 210/100 157 7.9
Polson Ltd. 50 1903 0.6 7553 109 9.9 827.3 - 0.7 10.9 1912 28.6 2.5 1912N 75.7 -2 5.6 11 74.98 0 0.21 3.9 107 8889.50 12274/6200 162 10.2
Sadhana Nitro 1 1903 9.3* 11 267 75.3 8.1 0.40 0.1 71.9 1912 28.1 6.2 1912N 94.0 -57 21.1 -73 100.00 0 0.00 7.6 313 33.60 50/16 311 17.3
*Sudarshan Chem. 2 2003 13.8 91 1518 148.7 21.5 6.30 0.4 23.5 2003 365.3 33.8 - - 8 - - 42.65 0 11.81 34.3 2865 413.85 506/286 3107 19.3
Ultramarine Pig. 2 2003 5.8 104 306 62.0 21.2 5.00 0.0 20.5 2003 73.5 13.0 - - -1 - - 52.85 0 1.35 9.9 694 237.75 264/103 666 11.2
*Vidhi Specialty Food 1 2003 5.0 26 225 34.1 6.8 1.00 0.4 26.4 2003 65.1 10.2 - - -4 - - 64.27 0 0.33 11.0 360 72.05 80/39 384 10.6
Vipul Organics 10 1903 9.5* 32 90 3.5 3.7 0.80 0.6 11.7 1912 24.8 1.6 1912N 71.6 8 4.3 66 63.19 0 0.00 2.8 120 125.80 173/80 135 23.0
32 EDIBLE OILS & SOLVENT EXTRACT ION
IND. COMPOSITE 350 30475 8115 4
Agro Tech Foods Ltd. 10 2003 24.4 167 835 33.9 13.9 3.00 0.0 8.3 2003 204.7 4.0 - - 1 - - 51.77 0 11.77 14.8 1286 527.65 738/350 1282 37.9
AVT Natural Prod 1 1903 15.2 17 330 21.1 1.4 0.40 0.2 8.1 1912 117.2 14.4 1912N 294.0 28 28.2 106 74.96 0 0.05 19.9 588 38.60 44/19 641 16.5
Gokul Agro Resources 2 2003 26.4 17 4752 14.4 1.1 - 1.4 6.4 2003 1213.7 2.1 - - 11 - - 71.79 16 0.75 7.6 198 15.00 19/8 382 13.8
Gokul Refoils & Solv 2 2003 26.4 20 18 7.4 0.6 - 0.0 2.9 2003 13.0 5.7 - - 641 - - 73.41 0 0.75 5.5 224 17.00 20/8 224 -
Guj. Amb.Exports 2 2003 22.9 116 3817 145.8 12.7 1.00 0.2 11.0 2003 898.2 54.5 - - 6 - - 63.80 0 2.81 37.8 1731 150.95 190/85 1924 11.9
Kavit Industries 10 1903 61.9 11 92 1.5 0.2 - 0.1 2.1 1912 17.2 1.2 1912N 41.8 24 2.9 181 43.02 0 0.29 5.5 755 121.90 129/35 759 -
*Kriti Nutrients 1 2003 5.0 17 520 19.0 3.8 0.18 0.2 21.8 2003 109.5 6.4 - - 10 - - 66.34 0 0.00 7.9 132 26.25 32/13 142 6.9
*Manorama Industries 10 2003 11.1 114 188 23.3 21.0 - 0.2 18.3 - - - - - - - - 44.22 0 0.09 0.4 507 455.40 515/188 481 -
*Ruchi Infrastructure 1 2003 20.5 6 53 0.2 0.0 - 1.1 0.2 2003 8.8 1.6 - - 5 - - 66.87 0 0.00 8.1 351 17.10 19/2 430 -
*Ruchi Soya Inds. 2 2003 59.2 114 13118 7672.0 259.3 - -1.6 227.6 2003 3191.0 -41.2 - - 4 - - 99.03 100 0.00 82.0 29515 997.65 1535/3 36379 3.8
Sanwaria Consumer 1 1903 73.6 8 5304 156.1 2.1 0.07 1.6 24.0 1912 662.4 -349.3 1912N 2934.2 -23 -680.9 -677 54.10 0 0.02 77.7 218 2.96 8/1 1186 -
*Vijay Solvex Ltd 10 2003 3.2 458 1448 20.5 64.1 - 0.6 14.0 2003 350.4 6.4 - - 23 - - 67.94 0 0.00 0.4 93 291.80 397/128 140 4.6
33 ELECTRIC EQUIPMENT
IND. COMPOSITE 1031 52047 2227 28
ABB India 2 1912 42.4 166 7315 303.4 14.3 4.80 0.0 8.6 2003 1522.2 64.6 2003Q 1522.2 -18 64.6 -44 74.99 0 14.91 69.7 19434 917.10 1584/722 17961 52.7
ABB Power Products 2 1912 8.5* 198 3231 165.4 46.8 - 0.4 19.7 2003 811.5 29.2 2003Q 811.5 - 29.2 - 74.99 0 14.99 54.7 3582 845.20 870/714 3742 -

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 37


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Apollo Micro Systems 10 2003 20.8 143 246 14.0 6.7 0.50 0.4 4.7 2003 73.1 1.4 - - -4 - - 63.91 0 8.56 28.4 220 106.10 120/40 297 15.7
Artemis Electricals 10 1903 24.7 14 102 10.2 4.1 - 0.3 28.9 - - - - - - - - 48.84 0 10.52 0.2 246 99.50 189/80 254 -
*Bharat Electroni 1 2003 243.7 40 12921 1793.8 7.4 2.05 0.0 18.2 2003 5805.8 1034.5 - - -13 - - 51.13 0 40.90 286.6 24268 99.60 122/56 23384 13.5
Centum Electronics L 10 1903 12.9 169 496 58.0 45.0 5.00 0.9 26.7 1912 123.1 10.0 1912N 353.7 3 20.6 -53 58.80 0 7.90 7.4 397 307.85 535/180 567 11.3
*CG Power and Indust 2 2003 125.3 11 3169 -1799.2 -28.7 - 0.7 - 2003 465.4 -184.4 - - -31 - - 0.00 0 45.94 141.0 582 9.28 23/5 2249 -
Crompton Greaves Con 2 2003 125.5 23 4512 494.7 7.9 - 0.3 33.7 2003 1018.1 99.8 - - 7 - - 26.19 66 57.19 105.4 15092 240.60 301/178 15299 30.5
*Elpro Internl. 1 2003 16.9 13 110 4.7 0.3 - 0.5 2.2 2003 16.6 0.1 - - 126 - - 73.75 18 14.30 4.0 661 39.00 54/28 772 -
Genus Power Infrastr 1 2003 25.7 34 1060 93.7 3.6 - 0.3 10.6 2003 248.3 22.4 - - 8 - - 50.46 7 7.55 31.1 670 26.05 32/13 899 7.2
Havells India 1 2003 62.6* 69 9429 733.0 11.7 4.00 0.0 17.0 2003 2216.1 177.2 - - -1 - - 59.49 0 31.58 153.6 36321 580.20 765/447 35077 49.6
*Hind Rectifiers 2 2003 3.3 58 300 18.5 11.2 0.80 0.8 19.3 2003 77.9 2.1 - - 30 - - 42.20 0 0.32 7.8 202 122.25 270/90 259 11.0
*HPL Electric & Power 10 2003 64.3 116 925 16.7 2.6 - 0.6 2.2 2003 189.7 0.8 - - -5 - - 72.33 0 7.20 45.5 245 38.15 58/18 663 14.7
Igarashi Motors Indi 10 2003 31.5 134 534 29.9 9.5 1.20 0.1 7.1 2003 118.1 2.2 - - -10 - - 75.00 0 10.59 20.5 875 277.90 416/151 930 29.2
Marine Electricals 10 1903 24.5 51 323 7.8 3.2 - 0.4 6.3 - - - - - - - - 73.51 0 0.00 0.2 227 92.40 123/78 226 -
Modison Metals L 1 1903 3.2 42 220 16.7 5.1 1.50 0.2 12.1 1912 58.6 5.4 1912N 162.0 1 8.9 -14 52.84 0 0.09 5.8 109 33.60 44/22 128 7.2
*Olectra Greentech 4 2003 32.8 89 396 10.7 1.3 - 0.0 1.5 2003 66.6 -5.6 - - 70 - - 61.49 16 3.06 17.3 543 66.10 220/41 411 51.1
Orient Electric 1 2003 21.2 17 2062 78.6 3.7 - 0.4 21.9 2003 563.1 35.8 - - 22 - - 38.51 16 24.97 30.3 3775 177.90 286/138 3868 48.0
Salzer Electr. 10 2003 16.0 194 567 26.4 16.5 - 0.5 8.5 2003 132.3 9.1 - - 7 - - 35.74 0 12.48 17.7 143 89.20 137/47 268 5.4
Schneider Electric 2 2003 47.8 0 1384 -29.6 -1.2 - 19.3 - 2003 229.6 -25.7 - - 5 - - 74.99 0 10.10 48.0 1967 82.25 114/58 2287 -
*Swelect Energy Syste 10 2003 15.2* 434 142 -16.7 -11.0 2.00 0.1 - 2003 33.7 -22.2 - - 10 - - 56.36 0 0.01 12.7 172 113.45XB 171/56 200 -
V-Guard Ind.Ltd. 1 2003 42.8 23 2482 185.2 4.3 0.90 0.0 18.6 2003 536.6 32.5 - - 6 - - 62.72 0 26.83 80.7 7386 172.45 260/149 7311 39.9
*Veto Switchgears & C 10 2003 19.1 80 121 11.1 5.8 - 0.3 7.2 2003 34.5 2.2 - - 10 - - 54.21 0 4.12 10.6 89 46.30 77/26 114 8.0
34 ELECTRIC EQUIPMENT- G ENSETS/ TURBINES
IND. COMPOSITE 73 2137 193 19
*Honda Siel Power 10 2003 10.1 562 849 66.5 65.6 12.50 0.0 11.7 2003 195.7 4.8 - - 12 - - 67.66 0 10.88 16.3 995 981.10 1360/702 934 15.0
TD Power Systems Ltd 10 2003 30.9 147 479 16.4 5.3 2.25 0.1 3.6 2003 144.8 7.1 - - 23 - - 58.54 0 20.04 8.1 352 113.90 190/72 294 21.4
Triveni Turbine 1 2003 32.3 15 810 110.1 3.4 0.50 0.0 22.1 2003 152.5 9.8 - - 11 - - 67.78 0 27.79 28.5 2278 70.45 115/46 2265 20.7
35 ELECTRIC EQUIPMENT - T RANSFORMERS
IND. COMPOSITE 64 8145 191 10
*Apar Industries 10 2003 38.3 285 7060 139.0 36.3 9.50 0.2 12.8 2003 1715.8 26.3 - - 3 - - 59.68 0 29.23 23.2 1286 336.10 597/235 1263 9.3
*Bharat Bijlee 10 2003 5.7 1337 929 45.6 80.7 12.50 0.3 6.0 2003 260.1 14.2 - - 1 - - 33.45 0 16.53 18.6 445 788.20 1012/370 631 9.8
Ujaas Energy 1 1903 20.0 11 156 6.6 0.3 - 0.6 3.0 1912 12.6 0.5 1912N 41.3 -56 9.7 63 60.70 0 0.01 45.3 147 7.35 10/2 263 -
36 ELECTRODES - GRAPHITE
IND. COMPOSITE 82 5069 101 67
Graphite India Ltd. 2 2003 39.1 195 2875 31.0 1.6 2.00 0.1 0.8 2003 548.0 25.0 - - -56 - - 65.26 0 13.26 216.4 3533 180.85 384/103 3863 114.0
HEG Ltd. 10 2003 38.6 887 2149 53.4 13.8 25.00 0.2 1.6 2003 374.4 -366.0 - - -66 - - 59.61 0 18.46 154.7 3079 797.75 1473/413 3188 57.7
*Panasonic Carbon Ind 10 2003 4.8 236 45 17.0 35.3 10.00 0.0 14.9 2003 9.1 3.7 - - 4 - - 63.30 0 0.00 10.5 159 332.05 417/226 71 9.4
37 ENGINEERING
IND. COMPOSITE 1456 74774 5437 23
A2Z Infra Engineer 10 1903 176.1 36 507 32.1 1.8 - 0.4 5.0 1912 58.0 -14.8 1912N 315.4 -3 19.7 293 28.67 98 2.44 37.5 88 5.02 11/3 335 1.4
*Ador Fontech Ltd 2 2003 7.0* 31 175 11.3 3.2 1.80 0.0 10.4 2003 33.5 -0.5 - - 3 - - 37.59 0 7.34 7.8 109 31.20XB 55/24 83 9.6
*Ador Welding Ltd. 10 2003 13.6 198 526 28.3 20.8 6.50 0.2 10.5 2003 139.8 6.8 - - 7 - - 56.74 0 15.94 12.9 354 260.65 369/163 391 12.5
Artson Engg. 1 2003 3.7 1 163 -0.7 -0.2 - 3.1 - 2003 51.1 1.8 - - 15 - - 75.00 0 0.00 12.6 102 27.70 56/18 116 -
*Astra Microwave 2 2003 17.3 63 462 47.3 5.5 1.20 0.0 8.7 2003 172.5 10.9 - - 67 - - 10.05 0 11.32 39.0 1059 122.25 128/46 1038 22.4
*Axtel Industries 10 2003 16.2 34 100 10.9 6.7 2.50 0.0 19.8 2003 23.4 2.3 - - -5 - - 49.94 0 0.00 14.8 154 95.05 139/78 149 14.1
*BGR Energy Systems 10 2003 72.2 196 2692 13.5 1.9 - 1.5 0.9 2003 279.4 11.3 - - 7 - - 75.00 0 1.19 79.7 385 53.40 65/19 2133 28.5
BMW Industries 1 1903 22.5 23 823 41.0 1.8 - 0.6 7.9 1912 147.9 4.5 1912N 461.1 -24 15.9 -41 70.08 0 0.00 1.1 375 16.64 28/10 675 12.5
Carborundum Uni. 1 2003 18.9 72 1651 191.3 10.1 2.75 0.0 14.0 2003 365.5 62.4 - - -3 - - 42.05 0 34.72 23.5 4861 256.65 361/175 4844 25.4
Commercial Engineers 10 1903 89.5 10 216 88.7 9.9 - 0.5 102.1 1912 24.4 -4.8 1912N 81.0 -51 -2.0 88 60.64 84 9.33 10.7 124 13.88 19/7 148 1.2
Cummins India Lt 2 2003 55.4 151 5158 629.3 22.7 14.00 0.1 15.1 2003 1052.8 118.3 - - -5 - - 51.00 0 37.54 82.6 10897 393.10 766/282 10468 17.3
De Nora India Ltd. 10 2003 5.3 116 48 8.1 15.3 - 0.0 13.3 2003 13.2 2.2 - - 23 - - 53.67 0 0.00 7.2 116 218.95 265/112 105 14.3
*Dynamatic Techno 10 2003 6.3 486 570 -207.7 -327.6 - 1.0 - 2003 125.6 -61.2 - - 1 - - 48.77 15 25.43 8.5 365 575.95 1419/424 833 -
Eco Recycling 10 1903 19.3* 13 12 1.3 0.7 - 0.7 5.2 1912 2.0 0.4 1912N 7.5 -19 1.0 4 71.50 0 0.85 3.6 91 47.40XB 49/20 109 -
*Electrotherm (In 10 2003 12.7 -762 2824 45.0 35.3 - -1.4 - 2003 687.5 -39.3 - - -18 - - 31.31 8 5.09 6.2 133 104.60 217/69 1602 3.0
*Esab India 10 2003 15.4 219 698 71.4 46.4 70.00 0.0 21.1 2003 175.0 18.1 - - 7 - - 73.72 0 14.06 12.3 2121 1377.65 1727/870 2064 29.7
Forbes & Company Ltd 10 1903 12.9 182 227 10.3 8.0 5.00 0.5 4.4 1912 50.6 -0.1 1912N 151.2 -11 -6.1 -218 73.85 27 11.68 13.1 1393 1079.65 2284/642 1498 -
*GKW L 10 2003 6.0 269 11 2.6 4.4 - 0.0 1.6 2003 -15.0 -14.6 - - 10 - - 70.59 0 5.79 23.9 288 482.90 825/369 286 110.0
Greaves Cotton 2 2003 46.2 38 1821 147.5 6.4 - 0.0 16.6 2003 359.6 10.0 - - 0 - - 54.82 0 29.05 77.6 2022 87.45 154/66 1980 13.7
Grindwell Norton 5 2003 55.4 106 1552 182.9 16.5 7.50 0.0 15.5 2003 357.7 44.7 - - 2 - - 58.32 0 20.04 17.8 5540 500.35 699/369 5310 30.3
*Hercules Hoists 1 2003 3.2 105 83 13.0 4.1 1.80 0.0 3.8 2003 23.2 5.7 - - -21 - - 69.61 0 0.00 11.3 262 82.00 108/48 257 20.2
Honeywell Automation 10 2003 8.8 2464 3290 491.5 555.9 75.00 0.0 22.6 2003 704.3 111.1 - - 9 - - 74.99 0 14.64 22.0 25367 28690.95 39500/20142 24143 51.7
*Ion Exchange (India) 10 2003 14.7 328 1407 99.1 67.6 6.00 0.2 20.6 2003 327.9 28.9 - - 58 - - 27.00 0 7.16 20.9 986 672.05 1071/502 780 9.9
*Ircon Internatio 2 2003 94.1* 84 5202 489.8 10.4 - 0.6 12.4 2003 1788.3 122.4 - - 18 - - 89.18 0 3.07 67.7 4465 94.95 120/58 4092 9.1
Jash Engineering 10 1903 11.8 113 202 17.8 15.1 1.50 0.4 13.3 1912 55.2 8.1 1912N 143.3 7 14.3 77 52.90 6 12.28 1.4 189 159.30 189/77 233 8.3
Kennametal India 10 1906 22.0 236 927 86.3 39.3 2.00 0.0 16.6 2003 166.5 8.5 2003N 554.1 -20 41.0 -40 75.00 0 13.90 8.0 1726 785.10 1227/601 1692 29.4
Kirloskar Bros. 2 2003 15.9 123 2097 79.2 10.0 2.50 0.2 8.1 2003 573.9 30.1 - - 4 - - 65.94 0 13.67 16.6 849 106.90 196/76 961 10.7
*Kirloskar Industries 10 2003 9.7 863 56 59.5 61.2 10.00 0.0 7.1 2003 24.6 23.5 - - -8 - - 73.11 0 14.42 16.0 629 648.00 805/355 618 10.6
Kirloskar Oil Engine 2 2003 28.9 127 2877 170.4 11.8 4.00 0.0 9.3 2003 710.6 46.6 - - -8 - - 59.44 0 22.94 34.4 1603 110.85 199/70 1430 9.4
KSB Ltd 10 1912 34.8 224 1294 97.8 28.1 8.00 0.1 12.5 2003 257.0 15.5 2003Q 257.0 -11 15.5 -1 66.40 0 16.82 14.6 1814 521.15 764/386 1719 18.6
L&T Technology Serv 2 2003 20.9* 251 5181 790.0 75.6 21.00 0.0 30.1 2003 1324.1 190.7 - - 11 - - 74.62 0 13.24 95.5 14760 1412.00 1780/995 14611 18.7
*Mazda Ltd. 10 2003 4.0 329 180 16.6 41.6 10.00 0.0 12.6 2003 46.9 4.7 - - 59 - - 45.50 0 0.01 4.0 123 308.35 531/222 121 7.4
McNally Bharat E 10 1903 211.6 25 1518 -466.0 -22.0 - 4.0 - 1912 127.5 -151.6 1912N 460.2 -65 -223.5 24 37.88 22 0.06 14.8 106 5.00 7/2 2003 -
Mold-Tek Technologi. 2 2003 5.6 18 91 10.4 3.7 1.50 0.0 20.8 2003 20.7 1.2 - - 21 - - 50.37 0 0.00 6.6 102 36.35 58/30 103 9.7
Orient Abrasives 1 2003 12.0 19 346 20.6 1.7 0.15 0.3 8.8 2003 89.9 4.4 - - 13 - - 61.48 0 13.23 14.6 221 18.45 23/10 281 10.7
*Pitti Engineering 5 2003 16.0 65 525 17.1 5.3 - 1.3 8.2 2003 112.9 1.5 - - -12 - - 56.79 8 2.54 11.6 96 30.10 53/19 310 5.6
*Pritika Auto Ind. 10 2003 17.7 68 149 5.4 3.1 - 0.4 4.5 2003 32.6 0.4 - - -11 - - 47.86 0 1.60 1.7 187 105.40 120/57 228 34.4
*PTC Industries 10 2003 5.2 288 168 10.5 20.1 - 0.9 7.0 2003 39.1 3.2 - - 20 - - 48.57 0 0.00 1.3 213 406.00 468/223 339 20.2
*Roto Pumps Ltd 2 2003 3.1 62 122 12.8 8.3 0.30 0.3 13.5 2003 23.3 0.1 - - 11 - - 69.70 0 0.55 6.3 139 90.00 186/59 160 10.8
*Salasar Techno Engin 10 2003 13.3 155 526 22.1 16.6 2.00 0.8 10.7 2003 108.6 3.8 - - -11 - - 74.94 0 0.22 8.5 241 181.70 194/69 380 10.9
Shakti Pumps (In 10 1903 18.4 148 523 31.4 17.1 5.00 0.6 11.5 1912 87.4 -9.6 1912N 275.9 -25 -14.0 -175 49.14 0 4.36 19.5 336 182.95 371/102 480 -
Siemens Ltd. 2 1909 71.2 254 13684 1086.9 30.5 7.00 0.0 12.0 2003 2820.1 172.1 2003H 5488.7 -14 434.8 -14 74.99 0 14.41 116.0 40514 1137.65 1717/947 35623 40.0
*Singer India 2 2003 10.7 12 451 8.1 1.5 - 0.4 12.6 2003 101.6 1.0 - - -0 - - 58.98 0 0.00 15.5 128 23.90 36/16 148 15.8
*Skipper Ltd. 1 2003 10.3 67 1391 41.5 4.0 0.10 0.7 6.0 2003 438.9 27.4 - - -34 - - 71.89 0 10.28 18.3 390 38.00 63/18 857 9.4

38 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Sterling and Wilson 1 2003 16.0 41 4535 311.4 19.4 - 2.7 47.1 2003 1474.9 178.4 - - -48 - - 77.21 48 15.37 33.3 3730 232.60 756/70 4590 12.0
*Sterling Tools L 2 2003 7.2 86 364 29.0 8.1 2.00 0.3 9.4 2003 85.8 8.2 - - -29 - - 65.76 0 8.05 7.1 658 182.60 256/105 740 22.6
Swaraj Engines 10 2003 12.1 194 773 71.0 58.6 40.00 0.0 30.1 2003 175.1 15.8 - - -12 - - 52.18 0 11.56 19.5 1744 1437.50 1480/807 1725 24.5
Thejo Engineering Lt 10 1903 3.5 269 190 13.6 39.2 5.00 0.2 14.6 - - - - - - - - 56.24 0 8.37 0.4 180 521.00 608/351 191 -
Thermax 2 2003 23.8 230 3215 214.0 18.0 7.00 0.0 7.8 2003 739.4 41.1 - - 12 - - 61.98 0 25.34 33.5 9214 773.30 1180/644 9136 43.1
*United Drilling Tool 10 2003 20.3 81 112 45.2 22.3 4.60 0.0 27.6 2003 22.2 8.1 - - -32 - - 74.65 4 0.00 5.2 255 125.60 161/59 244 5.6
Va Tech Wabag Ltd. 2 1903 10.9 168 1748 102.4 18.7 - 0.4 11.2 1912 488.1 19.5 1912N 1254.9 -4 57.4 -10 24.67 12 29.99 71.8 605 110.60 317/73 940 6.3
Veritas (India) Ltd. 1 1903 2.7 62 612 9.7 3.6 0.05 0.0 5.8 1912 197.2 4.4 1912N 414.7 -6 8.0 -4 65.22 0 9.69 0.5 92 34.15 60/25 70 9.7
Wendt India 10 2003 2.0 598 123 9.3 46.7 25.00 0.0 7.8 2003 22.8 -1.1 - - -9 - - 79.73 0 0.09 6.5 543 2716.25 3390/1590 534 58.2
*WPIL Ltd. 10 2003 9.8 427 372 59.2 60.7 7.50 0.1 14.2 2003 100.4 17.3 - - -30 - - 69.37 0 7.74 8.8 409 418.70 845/218 436 6.9
*Yuken India 10 2003 12.0 152 204 6.0 5.0 0.60 0.5 3.3 2003 41.4 -0.7 - - -21 - - 52.50 0 0.17 6.1 601 501.15 648/211 685 100.8
38 ENGINEERING - HEAVY
IND. COMPOSITE 3277 65908 -992 14
Action Construction 2 2003 22.7 39 1156 52.6 4.6 0.50 0.1 11.9 2003 305.5 13.8 - - -18 - - 72.41 0 1.72 31.7 705 62.10 94/32 737 13.4
*BEML Ltd. 10 2003 41.6 542 3029 68.4 16.4 6.00 0.2 3.0 2003 1066.4 186.3 - - -7 - - 54.02 0 28.75 74.9 2652 636.90 1108/370 3021 38.8
*Bharat Dynamics 10 2003 183.3 142 3095 534.9 29.2 8.80 0.0 20.5 2003 1435.4 309.7 - - -24 - - 87.75 0 7.50 107.8 7438 405.80 454/147 7068 13.9
Bharat Heavy Ele 2 2003 696.4 84 21486 -1473.0 -4.2 1.05 0.1 - 2003 5049.3 -1534.1 - - -18 - - 63.17 0 27.17 584.2 14416 41.40 67/19 9465 -
*CMI FPE Ltd. 10 2003 4.9 420 371 23.7 48.1 5.00 0.0 11.4 2003 61.8 4.5 - - -17 - - 74.99 0 0.77 3.6 252 509.40 1133/340 135 10.6
Disa India Ltd. 10 2003 1.5 1128 224 28.6 196.4 2.50 0.0 17.4 2003 17.3 -1.8 - - 10 - - 74.82 0 9.90 3.7 494 3399.00 5750/2700 396 17.3
*Eimco Elecon Ind 10 2003 5.8 548 108 9.4 16.3 5.00 0.0 3.0 2003 31.7 1.1 - - -40 - - 74.05 16 0.00 5.5 185 320.05 397/180 183 19.6
Elecon Engg. 2 U2003 22.4 72 836 72.4 6.5 - 0.6 8.9 2003 201.7 62.2 - - -10 - - 59.19 40 2.64 41.7 301 26.80 45/14 744 4.2
GMM Pfaudler Ltd 2 2003 2.9 185 516 62.1 42.5 7.00 0.0 22.9 2003 113.4 10.0 - - 35 - - 75.00 0 2.38 23.5 6143 4202.80 4700/1150 6115 98.8
*Gujarat Apollo Indus 10 2003 12.7 204 26 10.3 8.1 3.00 0.0 4.0 2003 5.7 1.0 - - 17 - - 56.40 0 0.00 6.5 237 187.55 200/100 244 23.1
*Hindustan Aeronautic 10 2003 334.4 395 21522 2857.0 85.4 33.25 0.4 21.6 2003 10322.9 1241.1 - - 14 - - 89.97 0 8.75 136.3 31503 942.10 1028/448 35548 11.0
*Inox Wind Ltd. 10 2003 221.9 80 528 -227.1 -10.2 - 0.3 - 2003 133.0 -169.6 - - -65 - - 74.99 0 2.43 48.6 848 38.20 69/16 1390 -
*ISGEC Heavy Eng 1 2003 7.4 200 4894 153.1 20.8 2.00 0.1 10.4 2003 1301.1 25.7 - - 30 - - 62.36 0 12.23 11.9 1905 259.10 460/205 1888 12.4
*Kabra Extrusion 5 2003 16.0 73 220 7.5 2.3 - 0.0 3.2 2003 55.9 0.8 - - 13 - - 57.67 0 0.98 13.0 169 53.05 81/36 176 22.7
Lakshmi Machines 10 2003 10.7 1550 1570 45.0 42.1 10.00 0.0 2.7 2003 391.2 7.0 - - -43 - - 30.94 0 19.44 37.4 2967 2777.60 4820/2001 2444 65.9
Praj Industries 2 2003 36.6* 38 942 64.7 3.5 2.70 0.0 9.2 2003 244.2 14.3 - - 13 - - 32.92 0 29.26 101.2 1235 67.40 132/43 1180 19.1
*Sanghvi Movers L 2 2003 8.7 168 323 -6.6 -1.5 - 0.5 - 2003 75.8 -1.5 - - 26 - - 47.24 0 4.04 15.4 284 65.70 120/45 634 -
Stovec Indus. 10 1912 2.1 645 194 27.9 133.8 60.00 0.0 20.7 2003 42.1 4.6 2003Q 42.1 13 4.6 -29 71.06 0 0.04 6.5 422 2021.75 2450/1108 332 16.5
*Suzlon Energy Ltd. 2 2003 1542.7* -13 376 -3276.6 -4.2 - -0.7 - 2003 39.4 -874.7 - - -81 - - 19.79 76 8.67 1001.9 3965 5.14 6/2 9078 -
*Techno Electric&Eng 2 2003 22.0 134 876 176.7 16.1 - 0.0 12.0 2003 114.1 3.2 - - -5 - - 60.18 0 29.95 6.3 2004 182.20 321/170 1976 11.3
Texmaco Rail & Engin 1 2003 26.8* 39 1832 -65.8 -2.5 0.10 0.5 - 2003 433.7 -98.7 - - 32 - - 51.51 1 18.86 64.6 733 27.40 56/15 1273 -
*The Anup Engineering 10 2003 10.2 317 245 43.0 42.1 - 0.0 13.3 2003 70.1 8.4 - - -1 - - 41.70 0 18.36 100.7 462 452.90 676/219 469 10.8
Titagarh Wagons Ltd. 2 1903 23.1 69 910 -82.9 -7.2 0.30 0.2 - 1912 328.0 13.1 1912N 954.9 80 39.1 194 45.70 0 11.89 74.3 484 41.90 61/21 642 -
*Walchandnagar 2 2003 7.6 71 298 -65.5 -17.2 - 1.2 - 2003 60.4 -22.1 - - -11 - - 55.00 98 0.68 61.6 213 56.05 82/22 542 -
Windsor Machines 2 1903 13.0 43 331 -31.6 -4.9 1.00 0.2 - 1912 57.3 -2.1 1912N 188.8 -16 15.1 66 58.52 51 0.02 11.2 94 14.45 26/8 134 -
39 ENTERTAINMENT/MULTI MEDIA
IND. COMPOSITE 2626 30638 2024 17
Affle (India) 10 2003 25.5 65 182 32.9 12.9 - 0.0 19.9 2003 44.7 6.8 - - 51 - - 68.37 0 18.92 27.6 4538 1779.95 2296/751 4528 138.0
Balaji Telefilms Ltd 2 1903 20.2 100 440 20.1 2.0 0.40 0.0 2.0 1912 198.4 29.4 1912N 460.6 29 47.4 164 34.33 0 19.71 21.3 801 79.25 83/28 786 16.2
Den Networks Ltd. 10 2003 477.2 57 1195 86.3 1.8 - 0.1 3.2 2003 306.4 15.6 - - 12 - - 86.53 0 1.09 12.9 3706 77.65 98/26 3870 42.9
Dish TV India Ltd. 1 1903 184.1 29 3938 -1289.4 -7.0 0.50 0.1 - 1912 398.5 19.5 1912N 1100.9 -64 -89.9 -194 54.55 93 13.47 191.6 1466 7.96 35/4 1895 -
Entertainment Networ 10 2003 47.7 193 541 14.6 3.1 1.00 0.0 1.6 2003 149.4 -2.2 - - -12 - - 71.15 0 21.39 11.8 629 131.95 424/101 608 43.2
Eros International M 10 1903 95.6 161 836 87.4 9.1 - 0.4 5.7 1912 232.7 11.5 1912N 579.7 -11 28.6 -59 62.30 62 0.42 54.5 173 18.05 23/7 725 3.7
GTPL Hathway 10 2003 112.5 62 1822 48.4 4.3 3.00 0.3 6.9 2003 492.5 -36.8 - - 121 - - 74.99 4 11.73 17.8 780 69.35 96/33 878 16.1
Hathway Cable & Data 2 2003 354.0 24 568 16.6 0.1 - 0.2 0.4 2003 151.3 13.1 - - 5 - - 94.09 0 2.88 35.2 5726 32.35 39/11 6426 -
Inox Leisure 10 2003 102.9 60 1897 14.9 1.5 1.00 0.1 2.4 2003 371.6 -82.2 - - 26 - - 51.89 0 32.61 59.8 2391 232.45 511/158 2453 159.9
Media Matrix Worldwi 1 2003 113.3 1 3 0.3 0.0 - 0.0 0.2 2003 0.8 -0.1 - - 0 - - 60.71 5 0.00 2.8 615 5.43 6/2 615 -
Music Broadcast 2 2003 69.1* 18 248 28.2 0.8 - 0.0 4.5 2003 45.9 -8.9 - - -17 - - 74.05 0 10.52 29.6 586 16.95XB 47/12 523 -
*NDTV 4 2003 25.8 38 222 13.0 2.0 - 0.4 5.3 2003 54.8 7.5 - - -11 - - 61.44 0 14.17 23.0 235 36.40 53/19 324 18.0
Prime Focus 1 1903 29.9 35 162 -33.3 -1.1 - 0.4 - 1912 34.3 -27.2 1912N 102.8 -9 -61.2 -88 34.95 13 11.47 9.8 763 25.50 93/17 1169 -
PVR Ltd. 10 2003 55.2* 320 3284 30.2 5.5 4.00 0.8 1.7 2003 623.5 -75.6 - - 32 - - 18.54 0 73.03 53.1 5779 1047.50 2028/724 6699 233.6
Saregama India Ltd. 10 2003 17.4 237 500 49.0 28.1 1.50 0.1 11.8 2003 105.5 22.8 - - -1 - - 59.05 0 9.05 23.0 748 429.25 548/185 806 15.3
Shemaroo Entertainme 10 1903 27.2 213 548 86.1 31.7 1.65 0.3 14.8 1912 93.8 9.4 1912N 380.3 -9 45.9 -28 63.42 0 21.26 7.2 175 64.25 374/42 371 2.6
*SITI Networks 1 2003 87.2 -2 819 -189.4 -2.2 - 30.8 - 2003 203.6 -64.5 - - -2 - - 65.67 91 15.76 88.1 161 1.85 3/1 831 -
*Sun TV Network Ltd. 5 2003 197.0 143 3404 1371.8 34.8 25.00 0.0 24.4 2003 735.2 250.0 - - -4 - - 74.99 5 16.16 57.3 15336 389.15 551/260 14865 11.2
Thinkink Picturez 5 1903 14.8 10 32 0.9 0.3 - 0.0 3.1 1912 20.1 0.8 1912N 43.0 254 1.4 197 0.00 0 0.94 0.8 101 34.05Xs 46/2 101 -
Tips Industries 10 1903 13.0 54 203 2.8 2.2 1.00 0.0 4.1 1912 24.1 5.0 1912N 72.5 -59 11.0 444 75.34 0 0.00 4.5 187 144.55 164/52 180 15.9
TV Today Network Ltd 5 2003 29.8 146 856 140.2 23.5 22.25 0.0 16.1 2003 208.2 29.2 - - 19 - - 57.95 0 27.14 22.1 1200 201.05 345/128 910 8.6
*TV18 Broadcast 2 2003 342.9 16 1150 21.8 0.1 - 0.3 0.8 2003 300.7 10.2 - - 7 - - 60.40 0 14.92 127.9 5992 34.95 41/12 6821 -
*UFO Moviez India Ltd 10 2003 28.4 143 348 101.3 35.7 15.00 0.1 24.9 2003 76.6 45.1 - - -10 - - 30.53 26 32.82 31.6 213 75.20 188/60 229 2.0
Vertoz Advertising 10 1903 12.0* 22 21 2.8 2.3 - 0.2 10.2 - - - - - - - - 73.03 0 0.00 0.3 129 108.00XB 115/48 130 -
Zee Entertainment En 1 1903 96.1* 74 6858 1655.0 17.2 3.50 0.1 23.2 1912 1852.9 333.9 1912N 5494.4 6 1043.7 -22 4.77 16 79.16 181.6 16333 170.05 406/114 15466 12.1
*Zee Media Corp 1 2003 47.1 7 559 -288.5 -6.1 - 0.3 - 2003 121.8 5.7 - - -4 - - 44.86 100 10.61 112.2 285 6.05 13/3 453 -
40 FAST MOVING CONSUME R GOODS
IND. COMPOSITE 4479 182701 29226 43
ADF Foods Ltd. 10 2003 20.0 115 182 31.5 15.7 3.00 0.0 13.6 2003 49.4 8.2 - - -8 - - 34.49 0 0.13 16.6 590 294.50 329/123 573 18.7
*Amrit Corp. Ltd. 10 2003 3.2 617 74 -2.6 -8.1 5.00 0.0 - 2003 15.1 -11.7 - - 16 - - 74.86 0 0.00 8.4 231 720.00 812/491 228 -
*Apex Frozen Foods 10 2003 31.3 127 827 60.6 19.4 2.00 0.3 15.3 2003 140.7 9.2 - - -3 - - 72.62 0 9.52 37.3 723 231.20 445/132 819 11.9
Bajaj Consumer Care 1 2003 14.8 46 844 190.6 12.9 2.00 0.1 28.1 2003 175.4 24.5 - - 1 - - 38.04 0 44.20 63.3 2123 143.90 328/118 2134 11.1
Bambino Agro Ind 10 1903 8.0 67 249 5.0 6.2 1.60 1.3 9.2 1912 60.3 5.1 1912N 186.6 1 10.7 110 72.18 0 0.06 10.2 118 146.75 180/80 187 12.8
Britannia Ind. 1 2003 24.1* 178 10987 1484.3 61.7 35.00 0.0 34.7 2003 2691.9 381.2 - - 6 - - 50.63 0 28.09 183.4 89659 3725.85 3753/1151 89619 60.4
Colgate Palm. 1 2003 27.2 59 4525 816.5 30.0 28.00 0.1 51.2 2003 1071.3 204.2 - - 4 - - 50.99 0 26.15 213.5 37854 1391.75 1641/1065 37532 46.4
Dabur India 1 2003 176.7* 26 6310 1170.3 6.6 3.00 0.0 25.6 2003 1321.2 257.0 - - 7 - - 67.87 0 25.04 203.1 83802 474.15 525/385 83812 71.6
DFM Foods Limi 2 2003 10.0* 29 508 24.4 4.9 - 0.7 16.8 2003 109.8 -1.2 - - 13 - - 73.94 0 1.04 11.4 957 191.00 334/150 1010 39.2
*Emami Ltd. 1 2003 45.4 40 2390 289.1 6.4 4.00 0.0 16.0 2003 460.4 -37.0 - - 1 - - 52.73 89 38.46 83.1 10536 232.10 357/141 10480 36.4
Euro India Fresh 10 1903 24.8 24 72 0.9 0.4 - 0.3 1.5 - - - - - - - - 73.50 0 0.00 0.3 238 96.10 131/71 253 -
Foods & Inns 1 2003 5.0* 36 384 11.0 2.2 0.20 0.6 6.1 2003 134.4 2.8 - - 21 - - 45.39 13 0.00 6.8 259 51.45XB 65/30 344 23.5
*Future Consumer 6 U2003 1152.7 6 3026 -305.7 -1.6 - 0.5 - 2003 688.4 -345.9 - - 6 - - 45.31 93 18.86 146.6 2190 11.40 40/5 2867 -
Gillette India Ltd. 10 1906 32.6 239 1862 252.9 77.6 44.00 0.0 32.5 2003 406.6 52.4 2003N 1328.1 -5 185.2 -11 74.99 0 11.45 37.8 16589 5091.00 8200/4420 16447 71.8

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 39


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Godfrey Phillips Ind 2 2003 10.4 396 2853 387.9 74.6 24.00 0.0 18.8 2003 590.9 48.3 - - 21 - - 72.19 0 13.86 21.7 5021 965.70 1480/675 5034 12.9
Godrej Agrovet L 10 2003 192.1* 82 5119 293.3 15.3 5.50 0.1 18.6 2003 1153.7 79.1 - - 18 - - 70.08 0 5.62 110.6 8703 453.10 598/265 8798 29.7
Godrej Consumer Prod 1 2003 102.2 50 5474 1179.9 11.5 7.50 0.0 23.0 2003 1113.9 240.3 - - 1 - - 63.23 1 29.44 170.7 71276 697.20 772/425 71179 60.4
Godrej Industries Lt 1 2003 33.7* 48 1969 30.8 0.9 - 1.8 1.9 2003 466.2 1.1 - - -9 - - 62.20 6 15.84 82.9 12729 378.25 508/234 15124 -
*Hatsun Agro Prod 1 2003 16.2 56 5308 112.3 6.9 4.00 0.9 12.4 2003 1266.4 8.0 - - 13 - - 73.58 5 9.81 13.6 10749 664.85 775/375 11449 95.7
Heritage Foods 5 2003 23.2 100 2681 -160.0 -34.5 1.00 0.3 - 2003 643.1 -210.3 - - 10 - - 39.90 0 19.38 22.0 1166 251.25 410/147 1347 -
*Hind. Food 10 2003 21.2 89 772 22.7 10.7 - 1.0 12.1 2003 247.7 7.1 - - 243 - - 62.62 0 14.01 8.7 1204 567.80 750/330 1262 57.3
Hindustan Unilever L 1 2003 235.0* 34 38785 6738.0 28.7 25.00 0.0 83.7 2003 9011.0 1519.0 - - 5 - - 61.90 0 18.36 514.6 522481 2223.75 2614/1660 518793 77.5
*ITC Ltd. 1 2003 1229.2 52 45620 15136.0 12.3 10.15 0.0 23.6 2003 10842.3 3797.1 - - 7 - - 0.00 0 57.03 1302.2 238838 194.30 278/135 235077 15.8
*J L Morison (India) 10 2003 1.4 1076 93 4.2 30.5 1.00 0.0 2.8 2003 23.9 0.2 - - 8 - - 74.89 0 0.00 2.6 253 1852.15 1894/1290 235 60.8
*JHS Svendgaard Labor 10 2003 60.9* 30 133 1.8 0.3 - 0.0 1.0 2003 40.5 -1.1 - - 7 - - 33.99 0 0.67 21.3 95 15.65 24/7 100 -
Jubilant Foodworks L 10 2003 132.0 90 3886 275.5 20.9 6.00 0.0 23.3 2003 897.9 21.0 - - 12 - - 41.93 4 51.58 66.8 21389 1620.75 1973/1078 20900 77.7
Jyothy Labs 1 2003 36.7 20 1665 157.7 4.3 3.00 0.3 21.2 2003 382.3 26.0 - - 1 - - 62.88 9 30.47 96.3 4326 117.80 185/86 4454 27.4
*Kaya L 10 2003 13.1 88 204 -33.9 -26.0 - 0.0 - 2003 44.6 -5.9 - - 1 - - 59.92 0 4.03 24.7 281 215.30 542/96 277 -
Kothari Products 10 1903 29.8 293 3260 20.4 6.8 1.00 0.8 2.3 1912 528.1 -0.8 1912N 1912.8 -28 5.4 206 74.99 0 0.00 9.2 187 62.80 105/29 834 6.1
Kwality 1 1903 24.1 -76 2089 -2947.6 -122.1 - -1.0 - 1912 36.2 -43.4 1912N 116.3 -94 -118.7 95 24.01 100 0.08 105.0 101 4.20 6/1 1927 -
Marico Ltd. 1 2003 129.1* 27 5853 1006.0 7.8 6.75 0.0 28.7 2003 1188.0 227.0 - - -0 - - 59.59 0 33.19 170.9 44361 343.60 404/234 44153 44.1
*Milk Food 10 2003 4.9 239 551 8.4 17.2 - 0.5 7.2 2003 106.2 -0.1 - - 23 - - 50.10 0 7.74 4.1 195 399.45 605/241 241 23.3
*Nestle India 10 1912 96.4 200 12369 1969.6 204.3 342.00 0.0 101.9 2003 3325.3 525.4 2003Q 3325.3 11 525.4 13 62.76 0 20.92 116.6 162343 16837.80 18301/11271 161088 79.9
P&G Hygiene&Health 10 1906 32.5 280 2947 419.1 129.1 88.00 0.0 46.1 2003 656.0 91.1 2003N 2367.5 3 363.9 2 70.63 0 15.65 36.2 33732 10391.60 12700/8500 33191 79.4
*Parag Milk Foods 10 2003 84.1 108 2391 90.6 10.8 0.50 0.3 10.0 2003 524.5 8.5 - - 11 - - 46.20 48 21.23 47.7 766 91.05 269/49 963 8.5
Prabhat Dairy 10 1903 97.7 59 72 6.7 0.7 - 0.0 1.1 1912 192.5 4.5 1912N 304.8 -79 13.3 -16 50.09 60 8.20 17.2 678 69.45 92/41 670 -
Prataap Snacks 5 2003 11.7 252 1226 30.9 13.2 1.00 0.0 5.2 2003 275.6 3.3 - - 17 - - 71.43 0 23.71 11.0 1343 572.80 975/435 1288 43.5
*Sheetal Cool Product 10 2003 10.5 46 259 9.8 9.3 - 1.0 20.1 - - - - - - - - 55.89 0 0.00 0.6 119 112.90 144/84 156 -
*SKM Egg Produc 10 2003 26.3 37 272 5.3 2.0 - 0.5 5.4 2003 61.7 2.0 - - -6 - - 54.60 0 0.01 15.0 96 36.30 48/20 115 18.0
Sukhjit Starch & 10 2003 14.8 217 797 33.5 22.7 2.00 0.5 10.4 2003 178.9 5.2 - - 13 - - 63.76 0 0.01 5.9 255 173.05 233/120 396 7.6
Tamilnadu Petroprod 10 2003 90.0 50 1225 55.1 6.1 1.50 0.1 12.2 2003 260.4 2.0 - - 6 - - 34.54 0 9.42 77.9 345 38.35 48/19 300 6.3
Tasty Bite 10 2003 2.6 636 426 40.9 159.2 2.00 0.2 25.0 2003 115.1 8.5 - - 24 - - 74.23 0 3.61 5.9 3217 12537.95 13747/7443 3241 78.7
Umang Dairies Ltd. 5 2003 11.0 27 245 2.8 1.3 0.50 0.5 4.8 2003 74.8 1.6 - - 10 - - 74.60 0 0.06 20.1 99 45.05 60/27 125 35.0
*Vadilal Indus. 10 2003 7.2 325 517 32.1 44.7 - 1.0 13.7 2003 77.6 -15.8 - - 7 - - 64.72 0 0.33 12.6 368 511.40 899/394 487 11.4
*Vikas Proppant & Gra 1 2003 50.6 4 7 3.9 0.1 0.10 0.3 2.0 2003 2.4 1.3 - - -88 - - 22.42 0 0.01 15.1 180 3.55 13/3 244 -
VST Industries 10 2003 15.4 510 1239 304.1 196.9 103.00 0.0 38.6 2003 291.5 70.6 - - 15 - - 32.15 0 20.99 16.0 5056 3274.00 4856/2550 5019 16.6
Zydus Wellness Ltd. 10 2003 57.7 557 153 -40.7 -7.1 5.00 0.5 - 2003 34.3 -5.6 - - -46 - - 67.84 0 24.44 42.9 7863 1363.50 1859/1070 9386 -
41 FERRO ALLOYS
IND. COMPOSITE 29 1831 222 6
Maithan Alloys Ltd. 10 2003 29.1 446 1831 221.9 76.2 6.00 0.0 17.1 2003 406.3 64.0 - - -1 - - 74.98 0 2.74 18.8 1387 476.30 623/291 1351 6.2
42 FERTILISERS
IND. COMPOSITE 3107 75361 3804 10
Bharat Agri Fert & R 10 1903 5.3 138 45 -3.4 -6.4 - 0.2 - 1912 3.1 -2.6 1912N 16.7 -48 -5.1 -750 67.90 0 0.00 4.3 93 176.05 265/102 105 -
Chambal Fertilis 10 2003 416.2 94 12206 1224.3 29.4 4.00 2.5 31.3 2003 1969.1 203.7 - - 37 - - 59.79 25 23.34 118.6 6430 154.50 186/95 14563 5.3
Coromandel Internati 1 2003 29.3* 150 13117 1059.2 36.1 12.00 0.9 24.1 2003 2853.7 230.8 - - -3 - - 61.63 0 23.19 56.4 21945 748.60 778/337 24764 20.7
*Deepak Fertilisers 10 2003 89.3 183 1708 30.7 3.4 3.00 0.4 1.9 2003 460.1 4.7 - - -54 - - 52.19 76 4.96 105.9 1053 117.95 127/57 1663 34.3
*FACT 10 2003 647.1 -8 2770 975.5 15.1 - -1.6 - 2003 708.5 66.5 - - 40 - - 0.00 0 89.24 20.7 3180 49.15 55/22 5375 3.3
GSFC 2 2003 79.7 171 7621 98.7 2.5 1.20 0.1 1.5 2003 1845.8 52.6 - - -10 - - 37.84 0 31.45 135.7 2431 61.00 98/30 3397 24.6
*Gujarat Narmada Vall 10 U2003 155.4 354 5162 498.9 32.1 - 0.0 9.1 2003 1342.5 238.8 - - -14 - - 41.18 0 27.08 235.8 2692 173.20 239/96 2665 5.4
*Khaitan Chemical 1 2003 9.7 16 437 15.1 1.6 0.20 0.9 9.8 2003 95.4 6.0 - - 20 - - 74.99 55 0.00 18.2 122 12.56 13/4 241 8.1
Krishana Phoschem 10 1903 24.9 44 153 14.4 5.8 0.50 0.4 13.2 1912 46.4 6.0 1912N 138.3 18 13.2 -3 67.12 0 0.00 0.3 112 45.00 69/39 148 8.0
Madhya Bharat Agro 10 1903 21.9 42 116 12.1 5.5 0.50 0.3 10.4 1912 34.2 5.8 1912N 101.8 17 14.6 57 75.20 0 0.00 0.2 150 68.40 91/51 174 8.6
*Madras Fertilize 10 2003 162.1 -35 1339 -69.9 -4.3 - -2.9 - 2003 508.0 62.2 - - -31 - - 95.41 0 0.21 31.8 310 19.10 26/9 1924 -
Mangalore Chem. 10 2003 118.5 46 2711 64.6 5.4 0.50 3.4 11.8 2003 563.2 23.9 - - -12 - - 56.87 95 0.30 45.5 441 37.20 46/16 2055 6.8
Nagarjuna Fertilizer 1 1903 59.8 10 1940 -490.7 -8.2 - 2.3 - 1912 450.0 -112.0 1912N 1279.2 -11 -324.7 8 57.13 87 0.96 301.9 337 5.63 8/2 1532 -
National Fertilizers 10 1903 490.6 45 12245 298.4 6.1 1.86 2.9 13.4 1912 3737.3 107.8 1912N 9946.3 9 68.3 -69 74.71 0 13.79 57.6 1776 36.20 40/15 8159 11.9
Rashtriya Chemicals 10 2003 551.7 58 9698 208.2 3.8 2.84 1.1 6.5 2003 2606.0 142.3 - - 7 - - 75.00 0 4.75 170.6 2783 50.45 60/22 6089 13.4
*SPIC 10 2003 203.6* 20 2079 56.9 2.8 - 1.1 14.2 2003 515.1 28.5 - - -27 - - 41.49 0 3.63 65.8 444 21.80 25/10 733 7.8
*Zuari Agro Chemicals 10 2003 42.1 28 2013 -189.0 -44.9 - 7.5 - 2003 398.5 320.7 - - -49 - - 65.04 34 6.11 24.5 421 100.00 144/45 3657 -
43 FINANCE - BANKS - PRIV ATE SEC TOR
IND. COMPOSITE 18697 43057 7 32684 26
Au Small Finance Ban 10 U2003 306.4* 119 4286 674.8 22.0 - 2.9 18.6 2003 1183.5 122.3 - - 50 - - 30.94 7 44.10 98.1 19089 623.00 1218/366 26891 28.3
Axis Bank Ltd. 2 U2003 564.4* 236 62635 1627.2 5.8 - 2.3 2.4 2003 16234.1 -1387.8 - - 15 - - 15.69 0 69.05 559.0 124028 439.50 773/285 241705 76.2
Bandhan Bank 10 U2003 1610.3* 72 10885 3023.7 18.8 - 0.0 26.0 2003 2846.3 517.3 - - 67 - - 60.95 0 21.88 309.1 60193 373.80 650/152 56835 19.9
City Union Bank 1 U2003 73.7 72 4169 476.3 6.5 0.27 0.1 8.9 2003 1041.7 -95.3 - - 12 - - 0.00 0 51.74 125.5 9747 132.20 249/110 8235 20.5
CSB Bank 10 U2003 173.5* 104 1510 12.7 0.7 - 0.0 0.6 2003 388.9 -59.7 - - 13 - - 49.73 0 11.33 52.0 3239 186.75 314/95 2514 -
DCB Bank 10 U2003 310.5* 92 3537 337.9 10.9 - 0.9 10.8 2003 901.9 68.8 - - 19 - - 14.88 0 58.13 169.0 2580 83.10 244/58 3986 7.6
Dhanlaxmi Bank 10 U2003 253.0 27 988 65.8 2.6 - 0.3 8.0 2003 242.9 2.6 - - 2 - - 0.00 0 12.40 77.4 350 13.84 19/7 -7 5.3
Federal Bank 2 U2003 398.7* 67 13211 1542.8 7.7 - 0.6 11.6 2003 3396.8 301.2 - - 17 - - 0.00 0 69.28 362.9 10806 54.20 109/36 12168 7.0
HDFC Bank 1 U2003 549.0* 320 114813 26257.3 47.8 2.50 0.8 15.0 2003 29885.1 6927.7 - - 17 - - 21.23 0 47.46 1286.1 606868 1105.35 1304/739 677189 23.1
ICICI Bank 2 U2003 1295.2* 163 74798 7930.8 12.2 2.27 1.6 7.3 2003 19188.7 1221.4 - - 21 - - 0.00 0 71.39 1101.3 233365 360.35 552/269 360827 29.4
IDFC First Bank 10 U2003 5672.3 29 15867 -2864.2 -5.0 - 3.9 - 2003 3955.9 71.5 - - 43 - - 40.00 0 22.73 948.2 15372 27.10 48/18 81206 -
IndusInd Bank 10 U2003 693.6* 381 28783 4417.9 63.7 - 1.8 16.5 2003 7386.6 301.8 - - 32 - - 0.00 26 80.63 302.9 37394 539.15 1596/236 74754 8.5
Jammu & Kashmir Bank 1 U2003 71.3 69 8446 -1139.4 -16.0 - 0.4 - 2003 2156.1 -294.1 - - 12 - - 68.17 0 11.93 99.7 1345 18.85 53/11 -906 -
Karnataka Bank 10 U2003 310.9* 173 6475 431.8 13.9 - 0.6 7.5 2006 1615.7 196.4 2006Q 1615.7 2 196.4 12 0.00 0 23.44 198.9 1464 47.10XB 95/34 1378 3.2
Karur Vysya Bank 2 U2003 159.9 83 5990 235.0 2.9 2.23 0.2 3.5 2003 1456.2 83.7 - - 4 - - 2.11 22 44.37 143.5 2782 34.80 71/18 1412 11.8
Kotak Mahindra Bank 5 U2003 989.4* 283 26930 5947.2 30.1 - 0.8 10.6 2003 6804.7 1266.6 - - 15 - - 29.92 0 51.80 334.3 267048 1349.50 1740/1000 288419 44.9
*Lakshmi Vilas Ba 10 U2003 336.7 26 2207 -836.0 -24.8 2.02 0.5 - 2003 455.0 92.9 - - -19 - - 6.80 35 17.93 89.8 753 22.35 67/10 20 -
RBL Bank 10 U2003 508.7* 206 8514 505.7 9.9 1.50 1.6 4.8 2003 2208.2 114.4 - - 41 - - 0.00 0 55.56 208.0 9211 181.05 648/102 16203 18.2
South Indian Ban 1 U2003 181.0 29 7764 104.6 0.6 - 1.0 1.9 2006 1886.9 81.7 2006Q 1886.9 -0 81.7 11 0.00 0 20.60 508.6 1451 8.02 13/5 2693 -
Ujjivan SmallFinance 10 U2003 1728.2 13 2704 349.9 2.0 - 2.7 15.5 2003 737.5 73.2 - - 52 - - 83.32 0 10.03 137.9 6749 39.05 63/23 10468 19.3
YES Bank Ltd. 2 U2003 2510.1 10 26067 -16418.0 -13.1 0.48 4.0 - 2003 5221.3 2628.6 - - -4 - - 1.41 2 71.02 2044.1 32004 25.50 108/6 129630 -
44 FINANCE - BANKS - PUBL IC SECTOR
IND. COMPOSITE 66596 633385 - 17542 15
Bank of Baroda 2 U2003 924.1 101 75984 546.2 1.2 - 1.5 1.2 2003 18698.4 506.6 - - 56 - - 71.59 0 18.52 889.3 23819 51.55 128/36 64359 43.6
Bank of India 10 U2003 3276.9 120 42353 -2956.9 -9.0 - 1.1 - 2003 10528.0 -3571.4 - - 6 - - 89.09 0 6.21 333.4 16155 49.30 88/30 31160 -

40 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Bank of Maharash 10 U2003 5824.1 16 11495 388.6 0.7 - 1.8 4.2 2003 2806.3 57.6 - - 8 - - 92.48 0 4.09 195.7 6738 11.57 16/8 8968 -
Canara Bank 10 U2003 1453.5 194 48935 -2235.7 -15.4 - 1.4 - 2003 12047.4 -3259.3 - - 6 - - 0.00 0 60.09 475.9 15196 104.55 287/74 26270 -
*Central Bank 10 U2003 5709.8 34 23562 -1121.3 -2.0 - 0.3 - 2003 5929.1 -1529.1 - - 3 - - 92.38 0 4.66 173.4 9964 17.45 26/10 -5576 -
IDBI Bank Ltd. 10 U2003 10380.6 20 20825 -12887.3 -12.4 - 1.5 - 2003 5598.4 135.4 - - -8 - - 98.10 0 0.14 390.5 45000 43.35 56/18 77557 -
Indian Bank 10 U2003 1129.4* 150 21405 753.4 6.7 - 0.7 3.8 2003 5492.7 -217.7 - - 12 - - 83.45 0 9.03 110.2 7217 63.90 247/42 7652 9.6
Indian Overseas 10 U2003 16437.0* 15 17406 -8527.4 -5.2 - 0.4 - 2003 4442.2 143.8 - - -1 - - 95.83 0 1.84 273.9 17686 10.76 14/6 13540 -
Punj. & Sind Ban 10 U2003 701.1 69 7930 -990.8 -14.1 - 0.5 - 2003 1904.3 -236.3 - - -8 - - 83.06 0 6.89 119.4 978 13.95 27/9 -1249 -
Punj. NationlBak 2 U2003 1882.1* 45 53800 336.2 0.4 - 1.0 0.7 2003 13859.0 -697.2 - - 4 - - 83.19 0 9.99 779.9 32984 35.05 76/26 40181 -
SBI 1 U2003 892.5 236 257324 14488.1 16.2 - 2.1 6.2 2003 62681.4 3580.8 - - 8 - - 56.91 0 32.19 2865.8 174610 195.65 374/150 400695 12.1
UCO Bank 10 U2003 9918.3 14 15134 -2436.8 -2.5 - 0.7 - 2003 3742.4 16.8 - - 8 - - 94.44 0 2.42 318.6 13816 13.93 22/8 13317 -
Union Bank of In 10 U2003 8066.6* 38 37231 -2897.8 -3.6 - 1.8 - 2003 9289.4 -2503.2 - - 9 - - 86.74 0 7.65 299.5 25854 32.05 79/23 47921 -
45 FINANCE - HOUSING
IND. COMPOSITE 3762 122184 11793 15
Aavas Financiers 10 2003 78.3* 268 902 249.1 31.8 - 2.0 11.9 2003 234.4 59.9 - - 32 - - 53.46 0 37.09 21.7 10268 1310.95 2078/846 13242 41.2
Akme Star Housing 10 1903 15.7 19 11 4.3 2.8 - 1.2 14.1 1912 3.9 0.9 1912N 11.2 41 3.5 11 42.02 0 0.00 0.9 89 57.05 93/35 118 18.9
Can Fin Homes 2 2003 26.6 161 2030 376.1 28.2 0.40 9.4 17.5 2003 528.8 90.9 - - 18 - - 29.98 0 12.22 72.2 4799 360.40 519/254 21073 12.8
*Coral India Finance 2 2003 10.0 23 12 8.0 1.6 0.04 0.0 6.8 2003 -1.3 -1.4 - - 17 - - 74.36 0 1.45 5.5 107 21.50 35/8 103 13.4
*Dewan Housing 10 2003 313.8 -176 9322
-13612.3 -433.8 - 11.6 - 2003 2387.6 -7634.9 - - -30 - - 39.20 100 6.59 335.5 469 14.95 75/8 91176 -
GIC Housing Fi 10 1903 53.9 233 1225 171.8 31.9 5.50 9.3 13.7 1912 312.1 14.2 1912N 934.3 4 19.2 -85 42.40 0 7.89 63.1 528 98.05 262/52 12134 7.5
HDFC 2 2003 346.9* 497 58739 17769.7 102.4 21.00 4.8 20.6 2003 11975.7 2232.5 - - 47 - - 0.00 0 88.45 554.4 327191 1886.25 2500/1473 690860 18.4
*HUDCO 10 2003 2001.9 62 7532 1708.4 8.5 3.10 5.5 13.8 2003 1888.5 441.0 - - 39 - - 89.80 0 2.89 270.6 7277 36.35 46/18 66785 4.3
*Indiabulls Housing F 2 2003 85.5 349 11399 2159.9 50.5 31.00 5.6 14.5 2003 2620.4 693.5 - - -19 - - 22.87 0 49.00 242.6 10069 235.50 684/81 92251 4.7
*LIC Housing Fi 2 2003 100.9 360 19697 2401.8 47.6 8.00 10.5 13.2 2003 4920.2 421.4 - - 16 - - 40.31 0 46.31 238.1 13914 275.70 560/186 181586 5.8
PNB Housing Finance 10 2003 168.2 473 8478 682.3 40.6 - 9.7 8.6 2003 1919.9 -263.1 - - 23 - - 32.65 0 28.13 101.1 3528 209.75 789/146 71360 5.2
Reliance Home Fin 10 2003 485.1 30 1587 -375.3 -7.7 - 8.5 - 2003 280.4 -238.4 - - -5 - - 49.57 0 5.46 836.3 127 2.62 13/1 15233 -
Repco Home Finance L 10 1903 62.6 244 1189 234.6 37.5 2.50 6.1 15.4 1912 340.0 69.7 1912N 999.9 13 232.7 27 37.13 0 53.02 22.0 812 129.85 379/91 10032 2.9
SRG Housing Finance 10 1903 13.0 43 59 14.2 10.9 - 3.6 25.4 1912 18.7 5.1 1912N 54.6 29 15.4 23 61.52 0 0.53 1.5 118 91.15 138/39 297 6.5
46 FINANCE - OTHERS
IND. COMPOSITE 63328 222147 3 8173 26
5Paisa Capital 10 2003 25.5* 54 108 -7.9 -3.1 - 2.0 - 2003 35.3 -1.8 - - 79 - - 34.58 0 18.03 14.5 716 281.05 281/93 695 -
Aditya Birla Capital 10 2003 2413.9* 39 200 29.9 0.1 - 0.2 0.3 2003 98.7 51.5 - - 2 - - 70.48 0 14.74 509.0 15050 62.35 115/37 16486 -
Aditya Birla Money L 1 2003 5.6 6 167 12.0 2.1 - 19.4 38.3 2003 44.5 2.8 - - -3 - - 73.79 0 0.09 27.8 207 36.70 50/16 383 17.2
AK Capital Services 10 1903 6.6 585 85 23.5 35.6 6.00 0.2 6.1 1912 16.2 5.3 1912N 44.9 -32 16.2 -5 68.67 0 0.00 2.3 143 216.50 334/153 217 6.3
Alankit 1 1903 14.3 5 123 13.2 0.9 0.20 0.2 18.2 1912 27.9 4.1 1912N 95.1 12 9.5 24 71.32 0 0.16 12.7 240 16.80 30/8 250 16.0
Apollo Finvest 10 1903 3.7 49 2 1.5 4.1 - 0.3 8.5 1912 8.0 1.9 1912N 18.2 1227 5.9 458 71.59 0 0.02 4.8 97 260.00 405/34 101 15.4
Arihant Capital 5 1903 10.4 52 74 16.8 8.1 0.75 0.9 15.4 1912 16.6 3.9 1912N 53.0 -3 13.7 14 74.05 0 0.00 4.5 101 48.40 58/24 107 5.4
Arman Financial Serv 10 1903 8.5 58 47 6.4 7.5 1.40 3.2 13.0 1912 18.5 5.4 1912N 51.5 58 16.1 219 27.65 0 1.10 8.1 451 533.45 1120/287 592 25.9
Arnold Holdings 2 1903 30.1* 3 16 0.3 0.0 - 0.2 0.5 1912 6.5 -0.9 1912N 14.1 41 0.0 105 6.58 0 0.00 1.2 444 29.50XS 38/5 446 -
Authum Investment 10 1903 11.5 42 78 -21.1 -18.3 - 0.2 - 1912 13.2 0.2 1912N 50.9 -25 -9.2 42 74.73 0 0.00 0.6 117 101.15 152/21 125 -
Bajaj Finance L 2 2003 120.5* 528 23823 4881.1 81.0 10.00 4.4 15.3 2003 6511.1 891.6 - - 38 - - 56.20 0 32.04 354.9 199643 3313.10 4923/1783 285753 40.9
Bajaj Finserv Ltd. 5 2003 79.6 222 780 666.9 41.9 5.00 0.0 18.9 2003 343.6 318.1 - - 12 - - 60.80 0 14.85 171.2 103158 6482.35 10297/3986 103098 154.7
Bajaj Holdings & Inv 10 2003 111.3 961 2164 1826.9 164.1 40.00 0.0 17.1 2003 1299.6 1106.2 - - -5 - - 49.90 0 18.07 51.3 30464 2737.25 3949/1472 30454 16.7
*Balmer Lawrie Invest 10 2003 22.2 79 87 83.6 37.7 - 0.0 47.4 2003 2.3 1.4 - - 11 - - 59.67 0 6.41 11.7 878 395.60 443/270 744 10.5
*Bengal & Assam Compa 10 2003 11.3 710 176 125.4 111.0 15.00 0.7 15.6 2003 63.7 56.3 - - 265 - - 72.65 0 2.21 26.7 1633 1445.55 1849/855 2089 13.0
*BF Investment Ltd. 5 2003 18.8 249 72 58.5 15.5 - 0.0 6.2 2003 28.9 25.6 - - 26 - - 73.38 0 1.57 20.6 1118 296.75 377/152 1109 18.3
BSE 2 2003 9.0 481 518 173.7 38.6 17.00 0.0 8.0 2003 122.8 1.6 - - -9 - - 0.00 0 32.41 176.7 2264 502.90 598/275 2025 13.0
Capital India Fin 10 2003 77.7 69 105 30.4 3.9 0.10 0.3 5.6 2003 26.4 3.6 - - 140 - - 73.03 0 0.00 0.7 692 89.00 163/56 798 22.8
Capri Global Capital 2 2003 35.0 85 578 135.7 7.7 0.20 1.5 9.2 2003 145.4 28.9 - - 26 - - 74.93 0 3.43 4.4 2996 171.05 230/115 5053 22.1
*Centrum Capital 1 2003 41.7* 13 17 29.2 0.7 - 0.3 5.4 2003 9.3 26.7 - - -71 - - 38.13 49 0.42 18.6 658 15.80 29/8 824 -
*Choice Internati 10 2003 20.0 83 9 2.0 1.0 - 0.0 1.2 2003 2.4 0.6 - - -39 - - 73.41 0 0.00 2.1 272 135.85 150/35 267 -
Cholamandalam Financ 1 2003 18.8 60 91 83.3 4.4 0.63 0.0 7.5 2003 28.6 25.4 - - 68 - - 48.79 0 35.97 20.2 6166 328.45 568/222 6054 74.0
Cholamandalam Invest 2 2003 163.9* 100 8653 1052.4 12.8 1.70 8.2 12.9 2003 2151.3 42.7 - - 27 - - 51.64 0 39.23 68.6 17076 208.35 349/117 63968 16.2
Consolidated Finvest 10 1903 32.3 116 1 -8.9 -2.8 - 0.0 - 1912 1.0 0.9 1912N 0.8 -81 3.2 19 80.77 0 11.49 21.1 91 28.20 44/17 91 -
CreditAccess Grameen 10 2003 144.1* 185 1683 327.5 22.7 - 2.1 12.3 2003 460.9 22.8 - - 29 - - 79.90 0 14.56 42.7 8604 597.25 1001/306 12855 26.3
Crest Ventures 10 1903 28.4 115 31 7.9 2.8 0.50 0.2 2.4 1912 10.9 1.9 1912N 26.7 15 4.1 -35 65.09 0 6.57 5.9 192 67.50 117/45 247 33.3
CSL Finance 10 1903 6.2 348 60 25.2 40.8 2.00 0.5 11.7 1912 15.5 6.9 1912N 46.0 5 20.7 11 57.04 0 0.00 2.4 114 184.15 345/141 201 4.2
Dhanvarsha Finvest 10 2003 14.3* 22 19 4.1 2.9 0.10 0.9 12.8 2003 5.7 0.3 - - -5 - - 59.21 0 0.00 0.6 147 103.00 121/46 168 35.9
Dhunseri Investments 10 1903 6.1 470 14 11.9 19.5 1.50 0.0 4.1 1912 2.9 1.9 1912N 14.6 34 13.2 32 74.95 0 0.03 12.3 129 212.00 299/108 128 8.5
Dolat Investment 1 2003 17.6 12 87 71.0 4.0 0.10 0.0 32.3 2003 23.7 21.7 - - -24 - - 74.48 0 0.25 8.5 832 47.25 84/27 828 11.7
East West Holdings 10 1903 17.5 34 2 0.6 0.4 0.10 0.0 1.0 1912 2.9 -0.1 1912N 3.1 1104 -0.2 -3022 64.87 0 0.32 1.3 117 66.55 119/39 115 -
Ebixcash World Money 10 2003 11.1 129 5906 39.2 35.2 - 0.5 27.3 2003 849.9 13.3 - - -30 - - 89.93 0 0.00 7.8 442 397.15 594/240 408 11.3
*Edelweiss Fin. Ser 1 2003 93.5* 37 237 82.6 0.9 - 0.1 2.4 2003 40.8 -1.7 - - -19 - - 32.88 19 35.59 162.4 5247 56.15 177/30 5596 -
Embassy Office Parks 300 2003 22912.1 288 852 481.4 6.3 - 0.0 2.2 2003 231.4 78.1 - - - - - - 0 0.00 - 25973 340.08 518/301 21691 54.0
Emkay Global Financi 10 1903 24.6 55 128 6.4 2.6 1.00 0.1 4.7 1912 29.6 -2.6 1912N 90.1 -8 -5.5 -172 74.55 0 0.00 8.8 125 50.80 84/24 6 -
Equitas Holdings Ltd 10 2003 341.8* 51 18 7.7 0.2 - 0.0 0.4 2003 4.4 1.0 - - -14 - - 0.00 0 63.11 297.6 2037 59.60 131/33 1859 -
*General Ins. Corp. 5 2003 877.2 125 758 -359.1 -2.0 - 0.0 - 2003 1445.9 1197.4 - - -128 - - 85.78 0 12.15 257.3 27202 155.05 334/82 14354 -
Geojit Financial 1 2003 23.8 16 285 37.7 1.6 1.50 0.0 10.1 2003 76.7 16.5 - - 5 - - 62.21 0 2.34 37.8 1018 42.70 43/15 813 27.0
Gloster L 10 1903 5.5 1717 501 44.2 80.7 10.00 0.0 4.7 1912 132.4 9.4 1912N 382.2 4 13.7 -63 72.56 0 17.49 3.5 242 442.25 790/306 262 11.9
HDFC AMC 5 2003 106.4* 189 2003 1262.4 59.3 28.00 0.0 31.3 2003 476.1 249.8 - - 7 - - 73.95 0 13.89 443.0 52321 2458.20 3844/1913 52289 41.4
HDFC Life Insurance 10 2003 2019.2* 34 1629 1295.3 6.4 - 0.0 19.1 2003 537.7 311.7 - - 13 - - 63.69 0 27.14 530.8 119586 592.25 646/339 118346 92.3
ICICI Lombard Gen. 10 2003 454.5* 135 2009 1193.8 26.3 3.50 0.1 19.5 2003 593.5 281.9 - - 10 - - 55.85 0 36.56 241.9 57227 1259.20 1440/806 57311 47.9
ICICI Pru Life 10 2003 1435.9* 50 2648 1068.8 7.4 0.80 0.0 14.8 2003 986.7 179.5 - - 54 - - 74.98 0 18.87 336.9 59919 417.30 538/222 59258 56.1
ICICI Securities 5 2003 161.1* 37 1706 536.7 16.7 11.00 0.4 45.0 2003 480.2 154.0 - - -6 - - 79.22 0 14.60 125.2 16431 510.05 525/191 13763 30.6
*IDFC L 10 2003 1596.4 58 153 64.2 0.4 3.15 0.0 0.7 2003 -12.9 -70.4 - - 6 - - 0.00 0 46.81 412.7 3081 19.30 41/13 3078 -
*IFCI Ltd. 10 2003 1896.0 23 2246 -277.9 -1.5 - 3.4 - 2003 748.9 -589.7 - - -12 - - 61.02 0 13.26 518.1 1388 7.32 9/3 16137 -
IIFL Finance 2 2003 75.7 95 2608 148.8 3.9 4.50 0.0 4.1 2003 774.7 16.7 - - -53 - - 24.93 0 20.45 38.4 2883 76.20 213/58 2882 36.2
IIFL Securities 2 2003 63.9 22 596 142.6 4.5 2.00 0.2 19.9 2003 158.0 58.7 - - -17 - - 29.76 0 19.95 42.3 1564 48.95 63/19 684 11.0
IIFL Wealth Manage 2 2003 17.4* 267 216 193.5 22.2 - 0.2 8.3 2003 92.8 42.9 - - -31 - - 22.92 0 21.39 22.2 8405 963.85 1659/710 8813 45.4
IL&FS Investment Man 2 1903 62.8 4 36 10.2 0.3 0.30 0.0 8.4 1912 6.8 1.8 1912N 20.9 -26 8.5 -7 50.41 100 0.00 48.7 99 3.16 5/2 81 -
India Grid Trust 99 2003 5799.2* 96 1073 490.8 8.4 - 0.6 8.7 - - - - - 92 - - - 0 0.00 - 5916 101.39 110/84 7466 -
*Indiabulls Ventures 2 2003 115.1* 82 306 246.0 4.3 2.25 0.4 5.2 2003 136.4 121.2 - - 30 - - 31.90 0 26.14 83.2 7517 130.65 310/64 8185 30.6
Indian Energy Exchan 1 2003 30.0 13 257 177.9 5.9 2.50 0.0 45.6 2003 69.3 47.2 - - -5 - - 0.00 0 63.25 68.7 5555 185.45 203/111 5488 31.2

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 41


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
IndiaNivesh 1 1903 3.8 8 21 0.4 0.1 - 7.8 1.3 1912 5.7 -0.6 1912N 18.6 44 -3.0 -208 62.45 0 2.73 0.6 91 24.20 66/20 316 24.2
Indl.&Prud.Invst 10 1903 1.7 245 11 9.5 54.3 25.00 0.0 22.2 1912 2.3 2.0 1912N 9.4 12 12.2 56 65.89 0 0.06 1.9 148 850.00 1060/694 147 10.7
*Indostar Capital Fin 10 2003 123.2* 221 1470 -340.1 -27.6 - 2.9 - 2003 306.1 -419.8 - - 37 - - 60.61 0 23.07 95.7 3411 276.90 360/166 11231 -
Inventure Growth & S 10 1903 84.0 17 81 -5.6 -0.7 0.25 0.0 - 1912 3.1 0.3 1912N 9.7 -87 4.0 395 27.58 0 0.00 2.7 118 14.00 16/9 58 -
IRB InvIT Fund 98 2003 5921.1* 97 598 461.1 7.6 - 0.3 7.8 2003 145.7 112.8 - - -6 - - - 0 0.00 - 2368 39.00 67/25 3773 5.1
JM Financial Ltd. 1 2003 95.2* 27 257 127.3 1.3 0.20 0.0 4.9 2003 88.9 55.7 - - 74 - - 62.05 0 25.08 53.3 7820 82.15 126/56 7806 61.4
JSW Holdings 10 2003 11.1 6364 121 104.1 93.8 - 0.0 1.5 2003 11.8 9.6 - - 14 - - 61.58 18 26.22 18.6 2159 1945.00 3000/1259 2149 20.7
*Kalyani Investment 10 2003 4.4 4355 47 42.6 97.6 - 0.0 2.2 2003 18.6 15.8 - - -19 - - 73.60 0 0.82 17.4 567 1300.00 1873/686 567 13.3
*Kama Holdings Ltd. 10 2003 6.5 894 42 40.4 62.6 30.00 0.0 7.0 2003 21.0 20.6 - - 10 - - 74.99 0 0.05 5.1 3137 4862.00 6390/3100 3137 77.7
Kiran Vyapar 10 2003 27.3 233 31 9.5 3.5 0.75 0.0 1.5 2003 1.7 -5.4 - - -8 - - 74.95 0 0.00 3.0 143 52.30 115/41 161 14.9
L&T Finance Holdings 10 2003 2004.9* 39 475 266.8 1.3 0.90 0.3 3.4 2003 400.5 339.8 - - -58 - - 63.72 0 14.81 587.0 13864 69.15 134/46 15029 52.0
M&M Fin.Services 2 2003 123.6 184 10098 906.4 14.7 - 4.8 8.0 2003 2636.9 220.9 - - 19 - - 51.18 0 39.48 77.7 12593 203.85 403/125 64482 13.9
*Magma Fincorp Ltd. 2 2003 53.9* 93 2178 -10.0 -0.4 - 4.6 - 2003 519.4 -35.4 - - -0 - - 24.39 0 66.51 21.1 706 26.20 110/13 11523 -
Maha Rashtra Ape 10 1903 14.1 65 0 6.3 4.5 - 0.0 6.8 1912 1.3 1.1 1912N 2.4 -46 0.9 -73 62.54 0 0.00 9.9 92 65.50 105/53 89 24.3
Manappuram Finance 2 2003 169.0* 63 4311 1230.3 14.6 1.65 2.9 23.0 2003 1187.8 339.8 - - 24 - - 35.04 2 47.92 139.7 13519 159.95 195/76 25810 11.0
Mas Financial Servic 10 2003 54.7 190 682 178.2 32.6 8.00 2.2 17.1 2003 172.6 35.7 - - 23 - - 73.58 0 12.25 19.3 3692 675.35 1269/448 5343 20.7
Max Financial Servic 2 2003 53.9* 85 495 272.5 10.1 - 0.0 11.9 2003 229.8 66.5 - - -11 - - 28.31 95 59.58 59.7 15130 561.25 611/280 15127 55.5
Max Ventures and Ind 10 U2003 146.6 58 30 11.4 0.8 - 0.0 1.3 2003 8.7 2.7 - - 21 - - 49.67 0 30.87 33.5 495 33.75 61/25 380 -
MCX 10 2003 51.0 303 370 208.5 40.9 30.00 0.0 13.5 2003 104.6 57.1 - - 21 - - 0.00 0 71.89 115.1 6756 1324.75 1442/779 6719 32.4
Mercantile Ventures 10 2003 111.9 23 16 8.5 0.8 - 0.0 3.3 2003 4.2 4.5 - - 194 - - 64.71 0 0.00 51.0 97 8.67 10/3 94 -
Moneyboxx Finance 10 1903 20.1* 10 2 0.2 0.1 - 0.0 1.1 1912 1.2 -1.0 1912N 2.0 173 -1.8 -1256 68.68 0 0.04 0.4 100 49.75XB 83/18 83 -
Motilal Oswal Financ 1 2003 14.8 187 1269 196.8 13.3 4.00 0.5 7.1 2003 397.6 -109.2 - - 5 - - 69.76 0 14.33 33.1 10232 691.05 904/426 11087 52.0
Mukesh Babu Fina 10 1903 7.0 86 11 3.6 5.2 1.20 0.5 6.1 1912 15.2 8.2 1912N 21.6 273 10.8 256 62.85 0 0.00 1.2 110 157.65 185/71 138 9.7
Muthoot Capital 10 2003 16.4 308 586 60.5 36.8 - 2.9 11.9 2003 146.9 13.9 - - 15 - - 62.61 0 19.32 11.4 648 393.80 663/222 1924 10.7
Muthoot Finance 10 2003 401.0 289 8715 3018.3 75.3 15.00 2.7 26.1 2003 2400.3 815.1 - - 26 - - 73.42 0 21.44 67.5 43472 1084.00 1284/478 68570 14.5
Nahar Capital & Fina 5 1903 8.4 452 11 11.8 7.0 1.50 0.0 1.6 1912 3.6 4.5 1912N 12.3 463 18.6 85 70.57 0 0.01 10.2 113 67.35 84/43 117 5.5
*Nalwa Sons Investmen 10 2003 5.1 6175 41 24.6 47.9 - 0.0 0.8 2003 3.0 9.2 - - 51 - - 55.61 23 5.06 19.6 336 655.00 1050/411 336 13.7
NBI Industrial Fin 5 1903 1.2 476 8 6.1 24.8 0.25 0.0 5.2 1912 0.2 0.1 1912N 4.2 -27 3.6 -18 60.03 0 3.75 5.3 376 1530.25 1860/1067 370 70.7
Network 18 Media & I 5 2003 523.5 11 111 -471.8 -4.5 - 1.2 - 2003 25.7 -48.8 - - 8 - - 74.99 0 4.43 69.3 4308 41.15 50/15 6407 -
Nippon LifeAM Ltd. 10 2003 612.1* 42 1132 412.3 6.7 5.00 0.0 16.2 2003 254.5 11.9 - - -20 - - 75.91 0 11.97 163.6 17776 290.40 453/201 17286 43.1
Niyogin Fintech 10 2003 86.0 28 28 -23.3 -2.7 - 0.0 - 2003 8.1 -6.2 - - 27 - - 40.59 0 19.48 1.1 247 28.75 73/22 216 -
*Oswal Agro Mills 10 2003 134.2 44 15 7.0 0.5 - 0.0 1.2 2003 10.6 -1.6 - - -49 - - 41.74 0 2.79 193.4 137 10.24 16/3 137 -
*Oswal Green Tech 10 2003 256.8 93 18 71.5 2.8 - 0.0 3.0 2003 3.8 29.1 - - -10 - - 64.32 0 9.70 193.2 318 12.38 16/6 314 4.5
*Paisalo Digital L 10 2003 42.3 179 337 54.0 12.8 1.00 1.5 7.1 2003 81.8 -1.5 - - -2 - - 27.73 0 17.09 2.1 1043 246.55 471/144 1979 19.3
*Paul Merchants 10 2003 1.0 3808 5358 11.9 115.7 2.00 0.0 3.0 2003 1331.3 2.7 - - 2 - - 72.70 0 0.00 1.4 104 1010.00 1584/530 97 8.7
Pilani Investmen 10 1903 7.9 5584 49 33.4 42.2 25.00 0.1 0.8 1912 32.7 15.2 1912N 114.4 140 70.7 111 57.54 0 2.56 6.2 1091 1380.10 2146/910 1336 15.5
PNB Gilts Ltd. 10 2003 180.0 58 882 186.4 10.4 3.00 9.3 17.9 2003 276.1 99.0 - - 68 - - 74.06 0 0.38 40.9 656 36.45 40/22 8784 3.5
*Power Finance Co 10 2003 2640.1 171 33363 5655.1 21.4 9.50 6.8 12.5 2003 9552.4 1435.0 - - 11 - - 55.99 0 39.32 228.5 22084 83.65 133/74 303168 3.9
Prime Securities 5 1903 13.3 25 10 2.3 0.9 - 0.0 3.5 1912 0.1 -3.0 1912N 13.3 28 0.3 -93 0.00 0 0.27 20.7 132 49.95 53/24 134 -
PTC India Financial 10 2003 642.3 33 1364 110.0 1.7 0.45 5.3 5.2 2003 332.8 7.1 - - 4 - - 64.99 0 3.86 111.9 868 13.52 18/7 11748 7.9
PTL Enterprises 2 2003 13.2 68 63 43.9 6.6 2.50 0.0 9.8 2003 15.8 11.3 - - 0 - - 69.82 0 1.01 10.5 298 45.05 51/23 297 6.8
*Rane Holdings Ltd. 10 2003 14.3 322 97 50.8 35.6 8.00 0.0 11.1 2003 19.5 8.8 - - -9 - - 46.37 0 18.46 10.2 649 454.75 1024/288 663 12.8
REC 10 2003 1974.9 178 29791 4886.2 24.7 11.00 7.1 13.9 2003 7839.4 435.7 - - 15 - - 52.63 0 39.00 300.5 20697 104.80 157/79 263422 4.2
Reliance Capital 10 2003 252.7 134 1389 -5465.0 -216.3 10.50 2.2 - 2003 356.0 -2501.0 - - -33 - - 1.50 3 3.72 772.6 307 12.16 61/4 19712 -
Religare Enterprises 10 1903 258.1 62 9 -146.1 -5.7 - 0.2 - 1912 1.6 -7.8 1912N 1.6 -57 -284.1 -606 0.87 68 23.74 41.1 995 38.55 61/17 1298 -
Sakthi Finance 10 1903 64.7* 29 165 12.0 1.8 1.00 4.0 6.4 1912 43.3 3.5 1912N 123.1 1 8.7 -10 67.01 0 0.00 10.5 93 14.33 18/10 682 8.4
Sastasundar Ventures 10 1903 31.8 86 1 0.9 0.3 - 0.0 0.3 1912 0.0 0.2 1912N 0.0 -99 0.6 -35 74.39 0 0.18 9.5 261 82.10 115/40 261 -
Satin Creditcare 10 2003 52.0 279 1400 156.3 30.0 - 4.6 10.8 2003 375.0 12.5 - - -1 - - 30.18 20 33.95 10.2 474 91.10 318/46 3987 3.0
SBI Cards and Pay 10 2003 939.0 57 9276 1244.8 13.3 1.00 3.8 23.3 2003 2433.2 83.5 - - - - - 69.54 0 7.86 1961.8 66013 703.05 769/495 78887 -
SBI Life Insurance 10 2003 1000.0* 87 1939 1422.2 14.2 - 0.0 16.3 2003 909.4 530.7 - - 12 - - 62.79 0 31.60 321.1 85978 859.75 1030/520 83558 60.5
Share India Securiti 10 1903 31.9 31 165 17.0 5.3 - 0.6 17.5 1912 53.2 9.2 1912N 152.8 - 18.8 - 50.87 0 0.00 0.6 237 74.15 90/36 163 -
Shriram City Uni 10 2003 66.0 1092 5884 1000.5 151.6 6.00 3.5 13.9 2003 1449.5 153.1 - - 2 - - 33.91 0 33.31 8.2 4657 705.55 1572/617 25943 4.7
Shriram Trans.Fi 10 2003 253.1* 770 16562 2501.8 98.9 5.00 5.6 12.8 2003 4168.4 223.4 - - 8 - - 26.24 0 67.35 56.5 17692 699.10 1284/453 101624 7.1
Sindhu Trade Links 10 1903 51.4 106 1140 70.1 13.6 - 0.7 12.9 1912 178.4 9.5 1912N 615.6 -29 32.7 -42 74.96 0 0.00 0.7 280 54.55 102/51 624 6.1
Smartlink Holdings 2 1903 2.7 185 19 -27.7 -20.8 - 0.0 - 1912 4.7 -3.7 1912N 14.0 -8 -2.8 78 74.57 0 0.00 10.3 94 70.80 101/50 90 -
Spandana Sphoorty Fi 10 2003 64.3 406 1409 336.7 52.4 - 1.6 12.9 2003 421.1 77.5 - - 27 - - 62.58 0 16.33 7.4 4321 671.80 1400/404 6918 12.8
SREI Infrastructure 10 1903 503.1 59 1878 94.7 1.9 0.50 4.1 3.2 1912 34.8 4.3 1912N 80.4 -94 11.4 -86 60.79 0 8.16 73.2 378 7.51 18/4 12447 -
*STEL Holdings 10 2003 18.5 245 16 15.2 8.2 - 0.0 3.4 2003 10.3 10.2 - - 17 - - 53.56 0 0.22 22.8 115 62.55 83/31 102 7.6
*Summit Securities 10 2003 10.9 1093 31 25.5 23.4 - 0.0 2.1 2003 17.7 13.3 - - 18 - - 74.64 0 2.51 51.7 368 337.80 530/203 365 14.5
Sundaram Finance 10 2003 111.1 499 3842 723.9 65.2 13.00 5.0 13.1 2003 941.9 130.9 - - 19 - - 35.64 0 21.27 27.3 13931 1253.85 1781/1020 38098 19.2
*Sundaram Finance Hol 5 2003 75.6 82 92 61.4 4.1 1.25 0.0 4.9 2003 36.2 27.9 - - 49 - - 52.92 0 10.28 24.7 741 49.05 89/35 739 -
Tata Investment 10 2003 50.6 1576 149 118.6 23.4 18.00 0.0 1.5 2003 15.9 10.7 - - -15 - - 73.38 0 3.93 33.5 3834 757.85 1025/592 3818 32.3
*The New India Assur 5 2003 824.0 106 2737 1417.8 8.6 - 0.0 8.1 2003 352.4 126.6 - - 134 - - 0.00 0 92.88 101.2 18919 114.80 179/75 9314 13.4
Tourism Finance 10 2003 80.7 93 263 81.0 10.0 - 1.8 10.8 2003 54.4 12.2 - - 25 - - 26.16 0 14.35 52.9 310 38.35 89/27 1581 3.8
Ugro Capital 10 2003 70.5 131 97 19.5 2.8 - 0.0 2.1 2003 31.6 20.4 - - 179 - - 4.28 0 13.83 1.3 741 105.00 225/75 293 37.9
Ujjivan Financial 10 2003 121.6* 148 11 8.8 0.7 0.80 0.0 0.5 2003 0.0 -2.9 - - 45 - - 0.00 0 48.55 85.4 3114 256.05 415/125 2992 -
Vaarad Ventures 1 1903 25.0 1 0 0.0 0.0 - 0.1 0.1 1912 0.0 -0.1 1912N 0.0 -35 -0.3 -159 71.19 0 0.00 1.4 89 3.57 8/4 93 -
Vardhman Holdings 10 1903 3.2 1885 32 30.2 94.8 5.00 0.0 5.0 1912 9.1 6.6 1912N 39.9 39 35.1 39 74.89 0 4.02 8.6 373 1169.55 1895/710 371 9.3
VLS Finance L 10 1903 38.7 71 3001 17.6 4.5 1.00 0.0 6.4 1912 5.4 -16.6 1912N -3.7 -167 -44.3 -2103 45.65 0 2.18 23.0 217 56.25 65/27 216 -
47 GLASS
IND. COMPOSITE 191 6706 248 27
*Asahi India Glass 1 2003 24.3 55 2601 159.9 6.6 1.00 1.1 11.9 2003 591.1 55.8 - - -7 - - 54.27 8 2.61 47.9 4244 174.60 277/118 5640 26.5
*Borosil Renewables 1 2003 11.4 29 271 0.5 0.0 0.25 0.0 0.1 2003 94.3 4.1 - - 23 - - 70.49 0 0.44 70.9 996 87.35 224/28 1027 20.1
Empire Inds. 10 1903 6.0 396 526 43.8 73.1 25.00 0.9 18.5 1912 159.7 4.4 1912N 429.8 18 19.0 -51 72.55 0 14.35 5.5 318 529.35 890/469 501 13.4
*Haldyn Glass 1 2003 5.4 29 229 10.5 2.0 0.60 0.1 6.8 2003 51.3 0.0 - - 8 - - 40.44 0 2.19 10.9 137 25.40 36/17 132 13.0
Hind. NationalGl 2 2003 17.9 -14 2286 -103.0 -11.5 - -86.8 - 2003 537.0 -28.4 - - -1 - - 70.72 97 6.89 4.3 298 33.30 49/17 1996 -
*HLE Glasscoat 10 2003 12.9 59 387 38.2 29.5 4.50 0.3 50.1 2003 99.2 10.8 - - 33 - - 74.24 0 0.00 5.5 1133 876.35 1119/160 1137 33.9
*La Opala RG Ltd. 2 2003 22.2 49 270 84.3 7.6 1.20 0.0 15.4 2003 63.8 13.7 - - 0 - - 65.64 0 21.47 17.3 2204 198.60 233/132 2202 26.2
Saint-Gobain Sekurit 10 2003 91.1 14 135 13.4 1.5 - 0.0 10.4 2003 26.0 2.4 - - -9 - - 75.00 0 1.30 26.8 462 50.70 64/26 449 34.4
48 GRANITES/MARBLES
IND. COMPOSITE 6 77 -5 11
*Pokarna Ltd. 2 2003 6.2 42 77 -4.8 -1.6 0.12 0.3 - 2003 12.3 -4.0 - - -37 - - 56.66 0 11.26 13.5 442 142.55 181/47 479 -

42 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
49 HORTICULTURE AND FL ORI CULTURE
IND. COMPOSITE 157 4878 322 18
Advanced Enzyme Tech 2 2003 22.3 33 247 58.0 5.2 0.08 0.1 15.6 2003 68.4 16.0 - - 8 - - 57.88 0 19.99 53.1 1828 163.70 207/91 1846 31.5
JK Agri Genetics Ltd 10 2003 4.2* 267 180 -10.8 -25.9 - 0.6 - 2003 31.2 -9.2 - - 1 - - 53.82 0 0.00 8.6 282 677.95 790/289 329 -
Kaveri Seed Company 2 2003 12.1 163 883 251.3 41.6 3.00 0.0 25.6 2003 51.9 9.4 - - 15 - - 55.52 0 31.74 28.7 3435 569.35 635/274 3430 13.7
Nath Bio-Genes 10 2003 19.0 293 280 50.5 26.6 - 0.1 9.1 2003 60.6 7.6 - - 22 - - 41.79 46 9.02 23.7 623 328.00 408/126 660 12.3
Shree Ganesh Bio-Tec 10 2003 19.9 29 2 0.2 0.1 - 0.0 0.4 2003 0.1 -0.0 - - -40 - - 0.00 0 0.00 0.8 243 121.85 136/114 243 -
Trescon L 10 1903 65.5 14 24 0.1 0.0 - 0.1 0.1 1912 0.0 -0.0 1912N 0.0 -100 1.3 -51 59.69 0 0.01 4.8 502 76.65 86/55 499 -
*Venky’s (India) Ltd. 10 2003 14.1 594 3261 -27.2 -19.3 - 0.3 - 2003 660.9 -96.7 - - 17 - - 56.10 0 2.36 52.3 1536 1090.45 1943/580 1612 -
50 HOSPITALS AND MEDIC AL SERVICES
IND. COMPOSITE 2046 19699 1751 39
*Apollo Hospitals 5 2003 69.6 287 9794 470.3 33.8 6.00 0.8 11.8 2003 2572.2 205.6 - - 17 - - 30.81 37 61.69 60.3 19514 1402.65 1814/1047 22290 41.5
Artemis Medicare 10 2003 13.2 237 563 20.4 15.4 - 0.5 6.5 2003 137.4 4.5 - - 5 - - 69.82 0 1.22 5.6 235 177.50 302/120 315 11.5
*Aster DM Healthcare 10 2003 499.5 59 760 60.6 1.2 - 0.2 2.1 2003 193.1 0.2 - - 33 - - 37.87 0 17.32 84.7 6154 123.20 181/79 6552 101.6
Dr. Agarwal’s Ey 10 2003 4.7 119 176 13.7 29.1 - 0.4 24.4 2003 40.3 3.2 - - 5 - - 74.76 99 0.00 2.5 109 231.40 342/169 122 7.9
Dr. Lal Pathlabs Ltd 10 2003 83.3 122 1274 223.2 26.8 12.00 0.0 22.0 2003 287.5 35.3 - - 13 - - 56.77 0 29.94 60.5 14830 1779.30 1846/1038 14351 66.4
Fortis Healthcare 10 2003 755.0 118 702 513.3 6.8 - 0.2 5.8 2003 167.8 8.1 - - 9 - - 31.16 0 51.56 103.8 9169 121.45 169/112 10584 17.9
Fortis Malar Hospita 10 2003 18.7 50 112 -9.1 -4.8 - 0.0 - 2003 22.2 -2.5 - - -18 - - 62.70 0 0.19 23.1 90 47.80 60/35 83 -
Healthcare Global En 10 1903 88.7 72 641 7.2 0.8 - 0.6 1.1 1912 173.0 -4.3 1912N 517.6 9 -9.8 -331 23.89 0 54.69 10.0 1068 120.40 138/63 1455 -
Indraprastha Med 10 2003 91.7 29 831 43.6 4.8 - 0.1 16.3 2003 200.5 6.5 - - 7 - - 50.99 0 0.15 45.5 466 50.80 65/27 459 10.7
*KMC Speciality Hospi 1 2003 16.3 3 96 11.7 0.7 - 0.2 23.2 2003 23.2 2.8 - - 19 - - 75.00 0 0.00 53.3 345 21.15 27/10 346 -
Kovai Medical 10 2003 10.9 394 712 94.6 86.4 3.00 1.0 21.9 2003 177.8 33.5 - - 14 - - 50.79 0 4.06 7.3 723 660.80 862/501 967 7.6
Metropolis Healthcar 2 2003 10.1* 101 665 112.1 22.1 - 0.0 21.9 2003 163.2 29.8 - - 18 - - 56.89 34 22.23 21.5 7503 1480.50 2110/983 7495 67.0
Narayana Hrudayalaya 10 2003 204.4 57 2239 67.7 3.3 1.00 0.4 5.8 2003 525.0 5.2 - - 12 - - 63.85 0 29.24 35.1 5894 288.40 389/201 6299 87.0
Sakar Healthcare 10 1903 15.0 48 68 7.0 4.7 - 0.2 9.8 1912 22.3 2.2 1912N 64.7 33 6.8 36 72.88 0 0.00 0.5 91 60.75 84/44 102 10.5
Shalby 10 2003 108.0 75 484 28.0 2.6 0.50 0.1 3.4 2003 105.5 -16.9 - - 9 - - 79.44 0 4.32 54.4 786 72.80 123/40 769 28.1
Thyrocare Tech. 10 2003 52.8 72 400 79.3 15.0 5.00 0.0 21.0 2003 93.6 -18.1 - - 12 - - 66.03 0 28.04 35.2 2795 529.00 689/407 2786 35.2
Vimta Labs Ltd. 2 2003 4.4 78 181 6.9 3.1 - 0.1 4.0 2003 43.2 0.1 - - -14 - - 37.45 0 0.20 10.5 201 91.10 185/51 215 29.1
51 HOTELS AND RESORTS
IND. COMPOSITE 1849 9300 578 26
*Advani Hotels 2 2003 9.2 10 70 11.3 2.4 1.90 0.0 23.8 2003 20.3 4.6 - - 5 - - 50.16 0 0.10 5.6 204 44.15 65/25 205 18.1
Apollo Sindoori Hote 5 1903 1.3 134 165 9.8 37.8 1.50 0.0 28.1 1912 46.8 1.9 1912N 136.9 14 7.7 6 64.67 0 0.06 1.9 116 445.30 928/280 101 11.3
Asian Hotels (East) 10 1903 11.5 800 103 17.8 15.4 2.50 0.0 1.9 1912 25.3 5.3 1912N 69.2 -6 10.1 -31 65.63 0 7.74 10.3 168 146.00 229/111 163 12.8
Asian Hotels (North) 10 1903 19.5 363 274 -32.8 -16.8 - 1.3 - 1912 75.2 -8.0 1912N 197.2 -0 -31.1 9 59.29 100 0.14 10.7 109 56.10 127/45 1016 -
*Asian Hotels (West) 10 2003 11.7 283 137 3.6 3.1 - 0.7 1.1 2003 33.0 0.8 - - -2 - - 69.39 0 0.75 9.6 306 262.75 395/190 533 85.3
Benares Hotels 10 2003 1.3 602 64 10.6 81.6 7.50 0.1 13.6 2003 19.4 4.3 - - 18 - - 62.56 0 0.00 4.6 162 1244.90 1803/1131 164 15.3
Chalet Hotels L 10 2003 205.0 76 977 81.6 4.0 - 1.0 5.3 2003 222.7 23.8 - - 5 - - 71.41 32 27.35 2.9 2808 136.95 395/99 4082 34.4
*EIH Associated 10 2003 30.5 113 249 38.0 12.5 - 0.0 11.0 2003 70.6 10.7 - - -0 - - 74.99 0 13.20 5.9 755 247.90 390/164 719 19.9
*EIH Ltd. 2 2003 114.3 51 1350 124.5 2.2 - 0.2 4.3 2003 351.0 15.6 - - -10 - - 35.24 0 20.34 50.0 3787 66.25 188/55 4212 30.4
Fomento Resorts 10 1903 16.0 67 66 9.2 5.7 1.00 2.7 8.6 1912 21.5 5.4 1912N 47.8 7 4.4 -7 74.99 0 0.00 2.7 218 136.25 143/59 410 24.7
HLV L 2 1903 126.1 4 154 -118.9 -1.9 - 2.9 - 1912 43.7 201.2 1912N 108.1 -80 210.4 336 47.27 81 2.31 82.0 336 5.33 10/3 1075 -
India Tourism De 10 1903 85.8 41 350 42.2 4.9 2.10 0.0 11.9 1912 103.7 10.1 1912N 246.7 -3 11.3 -47 87.02 0 2.70 13.4 1832 213.65 419/105 1543 57.2
Indian Hotels Co 1 2003 118.9 39 2743 401.4 3.4 0.29 0.3 8.8 2003 718.3 92.3 - - 5 - - 40.75 0 44.90 138.0 9675 81.35 163/62 10833 24.1
Lemon Tree Hotels 10 2003 792.2 13 270 32.2 0.4 - 0.3 3.1 2003 62.1 7.7 - - 4 - - 31.23 34 40.56 35.5 1977 24.95 69/14 2248 -
*Mac Charles 10 2003 13.1 221 25 23.2 17.7 - 0.4 8.0 2003 5.1 -6.1 - - -67 - - 74.99 98 0.02 9.0 300 229.00 452/167 416 -
Mahindra Holidays 10 2003 133.6 13 977 -108.2 -8.1 3.33 0.0 - 2003 240.7 -169.2 - - 8 - - 67.30 0 20.44 30.8 2296 171.90 252/122 2269 -
Oriental Hotels 1 2003 17.9 18 290 -3.8 -0.2 0.20 0.0 - 2003 71.1 -0.2 - - -14 - - 62.32 6 12.28 18.9 368 20.60 45/13 316 -
Royal Orchid Hotels 10 1903 27.4 81 113 12.6 4.6 2.00 0.2 5.6 1912 34.1 3.2 1912N 87.9 6 7.3 -24 69.42 0 5.37 18.3 165 60.10 98/32 179 16.0
Sayaji Hotels Lt 10 1903 17.5 40 218 -3.1 -1.8 - 1.3 - 1912 64.4 1.0 1912N 153.7 1 -7.7 -550 74.90 45 0.02 3.6 294 168.00 278/146 362 -
*SinclairsHotels 2 2003 5.6* 38 45 9.5 3.4 0.80 0.0 8.9 2003 9.5 -0.8 - - 7 - - 62.84 0 0.03 5.4 105 37.85 72/27 104 11.1
Speciality Restauran 10 1903 47.0 47 346 -6.3 -1.4 - 0.0 - 1912 106.3 5.5 1912N 282.4 7 -0.3 -158 51.19 0 1.56 16.8 161 34.25 88/20 152 -
*Taj GVK Hotels & Res 2 2003 12.5 66 313 23.9 3.8 - 0.4 5.8 2003 76.0 4.1 - - 3 - - 74.98 0 11.36 26.1 923 147.15 223/82 1081 38.7
Westlife Development 2 2003 31.1 31 0 -0.3 -0.0 - 0.0 - 2003 0.1 -0.1 - - -47 - - 59.12 0 28.69 15.5 4945 317.65 500/257 4944 -
52 INFRASTRUCTURE - GE NERAL
IND. COMPOSITE 3318 10134 1140 18
Akash Infra-Projects 10 1903 16.9 45 92 1.7 1.0 0.50 0.3 2.2 1912 12.0 -0.4 1912N 50.9 -13 1.0 178 74.58 0 0.00 0.2 199 118.15 119/56 206 50.4
*Arvind SmartSpaces 10 2003 35.6 91 151 19.4 5.5 - 0.3 6.0 2003 104.0 9.8 - - -71 - - 59.06 17 5.46 112.1 299 84.20 108/56 377 15.4
Bharti Infratel Ltd. 10 2003 1849.6 75 6738 1746.6 9.4 10.50 0.0 12.6 2003 1681.1 406.4 - - -2 - - 53.51 0 45.60 51.1 38657 209.00 296/121 38661 22.1
GMR Infrastructure L 1 1903 603.6 19 1101 -1034.3 -1.7 - 0.5 - 1912 261.7 -219.7 1912N 802.0 -1 -661.7 -215 65.31 76 24.30 367.7 12193 20.20 27/14 18406 -
MEP Infrastructure 10 1903 183.4 45 1869 30.1 1.6 0.30 0.4 3.7 1912 309.5 -71.3 1912N 1122.8 -20 -91.2 -408 65.46 94 12.38 15.6 385 21.00 45/9 639 -
*RattanIndia Infra 2 2003 276.5 5 - -0.4 -0.0 - 0.0 - 2003 0.0 1.0 - - - - - 74.74 0 9.14 72.5 462 3.34 4/1 446 -
*Sadbhav Infrastructu 10 2003 352.2 51 182 376.6 10.7 - 1.1 20.9 2003 17.5 394.4 - - -26 - - 70.07 82 11.79 10.0 579 16.45 80/11 2105 1.5
53 IRON AND STEEL
IND. COMPOSITE 10192 343837 1 5059 8
*Adhunik Industries 10 2003 46.8 24 502 1.0 0.2 - 0.3 0.9 2003 114.4 -1.8 - - -20 - - 74.96 68 0.00 2.6 101 21.70 127/14 132 -
*APL Apollo Tubes 10 2003 24.9 513 5931 115.0 46.2 - 0.6 9.0 2003 1382.5 25.4 - - 10 - - 38.40 0 13.68 27.2 4317 1736.05 2217/1025 4884 37.5
Balasore Alloys 5 1903 46.7 100 1258 -29.2 -3.1 0.40 0.2 - 1912 154.7 -38.2 1912N 635.4 -33 -63.5 -2576 61.43 45 2.46 118.0 101 10.82 18/7 244 -
*Beekay Steel Indus 10 2003 19.1 246 812 78.1 41.0 1.00 0.3 16.6 2003 205.7 15.4 - - -22 - - 69.20 0 0.00 2.0 390 204.65 365/142 505 5.0
Bharat Wire Ropes Lt 10 1903 45.0 22 241 -44.6 -9.9 - 4.7 - 1912 58.5 -16.1 1912N 183.1 3 -48.9 -57 40.23 70 1.21 7.2 101 22.40 40/11 564 -
*Gallantt Ispat Ltd. 1 2003 28.2 29 1020 58.1 2.1 - 0.3 7.1 2003 237.6 34.4 - - -15 - - 63.09 0 0.00 3.3 812 28.75 35/16 1050 14.0
*Gallantt Metal 10 2003 81.3 60 865 7.5 0.9 - 0.1 1.5 2003 207.4 -1.4 - - -18 - - 67.23 1 0.00 7.2 260 31.95 41/18 309 -
*Gandhi Special 5 2003 6.5 113 81 21.4 16.5 9.00 0.0 14.6 2003 20.7 4.3 - - -39 - - 73.38 0 1.81 7.5 250 193.75 371/137 247 11.8
*Godawari Power & Isp 10 2003 35.2 340 2774 121.4 34.5 - 1.2 10.1 2003 646.7 26.9 - - 1 - - 67.42 33 3.30 19.1 559 158.70 267/81 1776 4.6
Goodluck India 2 1903 4.6 124 1657 30.6 13.3 - 1.6 10.8 1912 422.1 6.5 1912N 1279.1 5 20.8 0 62.57 0 0.00 11.6 96 41.85 69/21 548 3.1
Hi-Tech Pipes Ltd. 10 1903 10.9 113 1118 18.2 16.6 0.25 1.5 14.7 1912 251.2 3.3 1912N 732.7 -9 12.2 -13 62.70 7 1.21 1.3 123 112.15 285/65 287 7.5
Indian Metal & F 10 1903 27.0 429 1634 11.0 4.1 5.00 0.6 0.9 1912 397.5 4.3 1912N 1232.9 3 -18.1 -121 58.68 0 0.73 37.8 469 173.85 244/92 1091 -
Jai Balaji Industrie 10 1903 110.5 -142 3077 -153.7 -13.9 - -2.3 - 1912 715.4 -18.7 1912N 2176.5 -4 -68.8 9 50.97 93 2.75 7.2 242 21.95 35/14 3873 -
*Jai Corp Ltd. 1 2003 17.8 68 544 40.5 2.3 0.50 0.2 3.3 2003 121.9 3.9 - - -12 - - 73.00 0 7.12 82.3 1729 96.90 122/43 1953 64.9
*Jindal Saw 2 2003 64.0 215 10129 594.5 18.6 2.00 0.6 8.7 2003 2492.6 25.8 - - 10 - - 63.02 4 13.06 58.6 1990 62.25 103/40 5821 3.3
Jindal St & Pwr 1 2003 102.0 232 26228 617.7 6.1 - 0.8 2.6 2003 5930.3 281.7 - - -0 - - 60.47 75 25.31 172.2 17269 169.30 202/62 34763 28.0
Jindal Stainless 2 2003 97.4 55 12320 152.9 3.1 - 1.5 5.8 2003 2904.0 -22.0 - - 1 - - 68.10 82 20.47 60.3 1981 40.65 47/22 4897 13.0
Jindal Stainless (Hi 2 2003 47.2 78 8340 320.3 13.6 - 1.3 17.4 2003 2030.3 93.8 - - -4 - - 57.66 88 26.00 52.4 1794 76.05 91/30 3776 5.6

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 43


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
JSW Steel 1 2003 241.7 158 64262 5291.0 21.9 2.00 0.9 13.8 2003 15277.0 242.0 - - -14 - - 42.71 40 21.51 601.1 46725 193.30 297/133 72930 8.9
*JTL Infra L 10 2003 10.6* 58 230 10.1 9.5 - 0.9 16.4 2003 77.2 3.2 - - -39 - - 71.94 0 0.00 1.4 103 96.70 144/65 136 10.2
*Kalyani Steel 5 2003 21.8 221 1199 137.1 31.4 5.00 0.0 14.2 2003 271.7 23.0 - - -15 - - 64.71 0 5.73 46.4 1030 235.90 269/92 991 7.5
*Kamdhenu L 10 2003 26.9* 67 962 1.9 0.7 0.50 0.5 1.0 2003 245.6 2.3 - - -26 - - 65.23 0 1.10 10.3 198 73.35 160/45 274 -
Kirloskar Ferrou 5 2003 68.9* 52 1850 112.4 8.2 2.00 0.2 15.6 2003 448.2 57.5 - - -13 - - 59.34 0 13.56 48.6 993 72.05 85/37 1103 8.8
Lloyds Metals & Ener 1 2003 22.5 6 372 31.8 1.4 - 0.8 22.1 2003 104.0 21.2 - - -23 - - 63.02 0 0.00 12.1 239 10.60 12/4 316 7.5
Lloyds Steels Ind. 1 2003 89.9 1 114 2.5 0.0 - 0.0 2.2 2003 24.5 -0.1 - - 27 - - 46.11 0 0.39 133.0 93 1.04 2/0 72 -
Maha. Seamless 5 1903 33.5 476 3061 262.4 39.2 6.00 0.2 8.2 1912 560.4 76.0 1912N 2038.8 -2 363.8 29 62.92 0 10.15 22.8 1523 227.35 460/185 1952 4.4
*Mahamaya Steel Indus 10 2003 13.6 70 358 3.3 2.4 - 1.8 3.4 2003 95.8 -0.1 - - -26 - - 67.79 0 0.00 3.7 100 73.50 164/63 188 30.7
*Man Industries I 5 2003 28.6 130 1759 54.0 9.5 1.00 0.3 7.2 2003 681.6 12.3 - - -45 - - 42.20 42 5.85 25.8 270 47.30 64/31 430 5.0
*Mishra Dhatu Nig 10 2003 187.3 51 713 159.7 8.5 2.56 0.1 16.7 2003 203.6 40.4 - - 36 - - 74.00 0 19.49 42.8 4012 214.15 278/109 3921 25.1
Monnet Ispat & Energ 10 2003 469.5 32 2638 -488.2 -10.4 - 1.9 - 2003 617.3 -104.3 - - 50 - - 67.45 24 23.32 33.3 641 13.65 20/8 2626 -
MSP Steel & Power Lt 10 1903 385.4 9 1670 -20.6 -0.5 - 3.1 - 1912 372.5 -14.2 1912N 1152.0 -9 -68.9 -686 41.61 100 32.93 9.8 251 6.50 8/4 1322 -
Mukand Ltd. 10 1903 141.4 74 3588 -84.1 -5.9 - 2.1 - 1912 622.4 -45.0 1912N 2091.7 -24 -118.5 -91 74.35 13 3.78 36.0 293 20.70 44/12 2459 -
*Pennar Industrie 5 2003 71.1 49 2098 52.5 3.7 - 0.6 7.5 2003 451.5 0.9 - - 8 - - 37.76 3 18.12 46.0 249 17.50 33/11 625 4.7
*Prakash Indus. 10 2003 171.3 170 2974 118.2 6.9 - 0.2 4.1 2003 647.3 18.1 - - -14 - - 42.10 60 3.75 86.4 613 35.80 65/19 1156 5.2
Rajratan Global Wire 10 2003 10.2* 146 286 23.1 22.7 2.00 0.5 15.6 2003 66.8 4.3 - - -5 - - 64.21 0 8.62 3.8 261 256.65XB 396/172 325 11.3
Ratnamani Metals 2 2003 9.3 366 2583 307.5 65.8 12.00 0.0 18.0 2003 629.1 67.3 - - -6 - - 60.16 0 21.92 11.6 4799 1027.00 1384/716 4723 15.6
*Rudra Global Infra P 10 2003 25.1 40 361 0.2 0.1 - 1.1 0.2 2003 74.3 -1.4 - - -35 - - 72.88 0 0.00 0.4 268 106.80 121/49 356 -
Sarda Energy & Miner 10 2003 36.0 480 1424 182.3 50.6 5.00 0.2 10.5 2003 280.6 5.2 - - -12 - - 72.49 0 0.32 20.0 619 171.80 269/98 890 3.4
*Scan Steels 10 2003 52.4 51 666 0.3 0.1 - 0.5 0.1 2003 150.1 -5.8 - - -2 - - 48.10 13 0.57 3.2 103 19.75 35/14 229 -
*Shivalik Bimetal 2 2003 7.7 30 187 12.8 3.3 0.25 0.4 11.1 2003 46.3 2.8 - - -3 - - 60.54 0 0.06 6.8 145 37.65 112/20 184 11.3
Srikalahasthi Pipes 10 2003 46.7 303 1663 187.7 40.2 7.00 0.3 13.3 2003 398.5 50.7 - - 10 - - 48.14 31 15.81 32.8 962 205.90 234/90 850 5.1
Steel Authority 10 1903 4130.5 92 66967 2178.8 5.3 0.50 1.1 5.7 1912 16541.3 -429.6 1912N 45488.8 -6 -703.6 -141 0.00 0 70.12 396.4 15262 36.95 52/20 56477 -
Steel ExchangeIndia 10 1903 76.0 -18 1024 -36.7 -4.8 - -6.2 - 1912 201.5 13.1 1912N 598.8 -23 45.6 17 47.58 33 4.03 55.0 217 28.50 29/9 1080 -
*Sunflag Iron 10 2003 180.2 77 1758 92.6 5.1 - 0.3 6.7 2003 417.5 43.9 - - -18 - - 50.56 0 0.13 54.9 738 40.95 48/21 994 8.0
*Surya Roshni Ltd 10 2003 54.4 228 5469 102.2 18.8 2.00 1.0 8.2 2003 1338.4 29.6 - - -3 - - 62.90 21 2.89 28.5 637 117.10 227/62 1767 6.2
Tata Metaliks 10 2003 28.1 327 2051 166.0 59.1 2.50 0.1 18.1 2003 521.6 77.0 - - -2 - - 55.06 0 18.62 52.7 1435 511.00 688/311 1445 8.6
*Tata Steel 10 2003 1126.5* 682 60436 6743.8 59.9 10.00 0.4 8.8 2003 14211.4 -436.8 - - -10 - - 34.41 3 42.03 896.9 38143 338.60 506/251 66359 5.7
Tata Steel BSL 2 2003 218.7 161 18199 -649.2 -5.9 - 33.7 - 2003 4273.7 -2.4 - - -9 - - 72.65 0 11.10 105.7 2307 21.10 33/15 36171 -
Tata Steel Long Prod 10 2003 45.1* 447 3490 -516.3 -114.5 - 0.0 - 2003 1008.3 -133.3 - - 236 - - 75.91 0 6.35 43.7 1178 261.15 525/161 830 -
Technocraft Industri 10 1903 24.5 306 1151 102.4 41.8 - 0.7 13.7 1912 306.1 31.3 1912N 909.9 8 87.0 -1 74.67 0 3.65 10.3 612 250.35 425/144 1070 6.0
Usha Martin Ltd. 1 2003 30.5 20 1393 395.4 13.0 - 12.7 64.3 2003 306.4 -2.7 - - -14 - - 51.66 50 9.41 43.4 596 19.55 35/11 3494 1.5
Uttam Galva Steels 10 2003 142.3 -258 491 -1400.9 -98.5 - -2.4 - 2003 116.6 -532.0 - - 25 - - 60.68 0 0.19 36.4 99 6.98 11/4 6904 -
Uttam Value Steels 1 1903 660.8 -3 2467 -627.5 -0.9 - -0.8 - 1912 533.6 -131.3 1912N 1425.5 -24 -275.0 41 46.11 0 2.06 174.6 383 0.58 1/0 1758 -
Vardhman Special St 10 2003 40.4 102 846 3.3 0.8 - 0.9 0.8 2003 205.7 3.6 - - -27 - - 59.17 0 9.19 17.7 244 60.50 89/34 566 -
Welspun Corp 5 2003 130.4 60 4253 268.1 10.3 10.50 0.4 17.2 2003 1430.9 53.8 - - -25 - - 49.02 0 19.22 56.5 2279 87.35 234/55 2819 8.5
Welspun Specialty 6 2003 317.7* -2 295 -81.4 -1.5 - -1.7 - 2003 54.7 -31.6 - - -37 - - 49.81 51 0.00 79.3 462 8.72 13/4 659 -
54 LAMINATES
IND. COMPOSITE 134 6985 404 17
*Century Plyboards 1 2003 22.2 48 2283 158.2 7.1 1.00 0.5 14.7 2003 524.2 38.8 - - 5 - - 73.04 0 15.10 54.2 2944 132.50 182/95 3390 18.6
Greenlam Industries 5 2003 12.1 203 1227 92.6 38.4 4.00 0.5 18.9 2003 297.1 27.9 - - 8 - - 54.89 0 18.13 5.9 1793 742.80 1055/450 1986 19.4
Greenpanel Industrie 1 2003 12.3 57 860 16.2 1.3 - 0.7 2.3 2003 236.4 6.7 - - 51 - - 53.09 0 29.31 19.1 460 37.50 61/24 941 28.4
*Greenply Industr 1 2003 12.3 29 1268 32.6 2.7 0.40 0.4 9.1 2003 297.2 -24.6 - - -26 - - 52.01 0 33.70 19.7 1112 90.65 195/70 1224 34.1
*Oriental Veneer 1 2003 5.4 13 171 18.8 3.5 0.20 0.8 27.4 2003 58.1 6.1 - - 51 - - 57.85 0 0.00 1.6 199 36.85 65/25 208 10.6
Rushil Decor Ltd. 10 1903 14.9 126 344 14.3 9.6 0.50 1.2 7.0 1912 86.0 9.3 1912N 259.4 1 24.4 133 53.24 0 11.89 4.1 163 109.00 247/66 390 5.8
Stylam Industries 10 1903 8.5* 214 461 35.1 41.4 - 0.8 19.4 1912 126.3 11.2 1912N 357.1 6 25.5 -4 52.90 23 6.65 3.5 266 313.90 675/212 400 7.8
The Indian Wood Prod 2 1903 12.8 55 200 17.8 2.8 0.20 0.2 5.1 1912 51.4 2.5 1912N 149.1 -0 7.4 -47 71.08 0 0.62 2.9 170 26.60 70/19 219 15.0
Uniply Industries 2 1903 33.5 33 172 18.3 1.1 0.24 0.2 3.3 1909 121.4 6.3 1909H 228.2 129 13.9 95 20.40 66 8.44 14.0 103 6.17 68/4 179 4.1
55 LEATHER
IND. COMPOSITE 203 9568 725 46
Bata India 5 2003 64.3 148 3053 326.9 25.4 4.00 0.0 17.2 2003 619.7 37.6 - - 8 - - 52.95 0 32.07 177.6 16342 1271.50 1897/1017 15503 50.0
*Bhartiya Interna 10 2003 12.2 237 575 21.5 17.6 - 1.2 7.4 2003 95.7 0.4 - - -2 - - 50.48 0 8.55 4.7 177 145.00 310/72 489 8.2
Khadim India 10 1903 18.0 160 799 21.2 11.8 1.00 0.4 7.3 1912 174.8 -13.2 1912N 613.7 4 -11.4 -157 60.83 0 25.97 40.9 219 121.90 288/60 320 -
Liberty Shoes Li 10 1903 17.0 103 602 6.8 4.0 - 0.6 3.9 1912 150.2 1.4 1912N 452.2 -1 9.4 71 59.29 0 0.90 25.0 233 136.65 163/64 332 21.6
*Mallcom (India) L 10 2003 6.2 167 288 18.3 29.3 2.00 0.5 17.5 2003 70.0 4.7 - - 2 - - 73.79 0 0.75 1.1 166 266.00 286/133 208 9.1
Mirza International 2 1903 24.1 51 1152 48.8 4.1 0.90 0.6 8.0 1912 397.4 21.5 1912N 1011.3 17 40.6 -2 70.42 0 0.19 42.2 611 50.75 72/27 941 12.8
Relaxo Footwears 1 2003 24.8* 51 2410 226.3 9.1 1.25 0.1 17.8 2003 540.6 51.8 - - 13 - - 70.97 0 9.37 68.6 15790 636.05XB 830/396 15874 69.8
Sreeleathers Ltd. 10 1903 25.2 115 168 31.1 12.4 - 0.0 10.7 1912 42.6 6.7 1912N 138.1 7 23.2 -14 66.37 0 3.00 6.2 324 129.00 202/87 319 11.9
*Superhouse Ltd. 10 2003 11.4* 273 520 24.3 21.3 0.80 0.6 7.8 2003 102.0 2.0 - - -8 - - 54.88 0 0.01 24.0 97 84.70 104/53 224 4.0
56 LOGISTICS
IND. COMPOSITE 796 12232 -385 23
*Aegis Logistics Ltd. 1 2003 34.0 30 860 24.7 0.7 1.70 0.2 2.5 2003 235.4 34.5 - - 15 - - 59.56 0 15.16 51.2 6111 179.90 267/108 6234 -
*Allcargo Logistics 2 2003 49.1 60 1619 219.8 8.9 3.00 0.3 14.9 2003 428.4 15.8 - - 5 - - 70.01 0 16.81 53.0 2259 91.95 123/52 2391 10.1
Apollo TriCoat Tubes 2 2003 6.1 66 663 42.3 13.9 - 0.4 21.2 2003 228.9 11.1 - - 10194 - - 62.52 0 6.06 8.1 1273 418.65 503/173 1327 30.1
*Arshiya 2 2003 51.6 27 239 -1065.6 -41.3 - 0.4 - 2003 60.1 -1078.9 - - 117 - - 49.17 100 1.58 9.4 277 10.75 31/7 973 -
DRS Dilip Roadlines 10 1903 15.1 29 150 2.6 1.7 - 0.4 6.1 - - - - - - - - 72.11 0 0.00 0.2 107 71.00 78/66 123 -
Future Supply Chain 10 1903 43.9 138 1113 65.2 14.8 1.25 0.4 10.8 1912 283.1 -42.2 1912N 894.4 -1 -30.0 -161 47.89 98 18.40 28.3 762 173.70 632/81 862 -
Gateway Distriparks 10 2003 108.7 66 370 61.0 5.6 4.50 0.8 8.5 2003 69.8 35.1 - - 13 - - 30.17 0 55.79 35.3 961 88.35 141/73 1549 15.7
Mahindra Logistics L 10 2003 71.6* 76 3261 55.1 7.7 1.50 0.0 10.1 2003 747.1 9.7 - - -7 - - 58.44 0 28.91 52.9 2362 330.00 474/199 2292 42.8
*Navkar Corporation L 10 2003 150.5 120 567 45.3 3.0 - 0.2 2.5 2003 155.9 8.7 - - 17 - - 69.02 9 7.93 37.6 437 29.05 43/13 830 9.7
Snowman Logistics Lt 10 2003 167.1 25 240 -15.0 -0.9 - 0.1 - 2003 61.0 -1.2 - - 4 - - 40.25 0 0.37 66.6 528 31.60 46/25 584 -
*TCI Express 2 2003 7.7 88 1032 89.1 23.2 4.00 0.0 26.4 2003 237.9 19.0 - - 5 - - 66.91 0 10.92 27.3 2541 662.60 950/491 2530 28.5
VRL Logistics Ltd. 10 2003 90.3 68 2119 90.1 10.0 7.00 0.2 14.6 2003 497.8 2.1 - - 2 - - 68.05 0 26.10 32.9 1439 159.30 300/121 1557 16.0
57 LPG BOTTLING/DISTRI BUTION
IND. COMPOSITE 264 14551 2036 15
Confidence Petroleum 1 2003 27.4 16 986 49.6 1.8 - 0.2 11.5 2003 249.5 3.8 - - 20 - - 53.58 1 6.86 27.4 550 20.10 37/13 591 11.1
Gujarat Gas 2 2003 137.7 48 10300 1193.3 17.3 1.25 1.0 36.3 2003 2666.6 245.8 - - 33 - - 60.89 0 16.85 67.3 21106 306.60 330/154 22886 17.7
Mahanagar Gas 10 2003 98.8 299 3264 793.5 80.3 35.00 0.0 26.9 2003 752.7 166.6 - - 21 - - 32.49 0 48.30 120.3 9580 969.85 1247/666 9281 12.1
58 LUBRICANTS
IND. COMPOSITE 529 6749 1139 15
*Castrol India 5 1912 494.6 14 3877 827.4 8.4 5.50 0.0 60.5 2003 688.0 125.2 2003Q 688.0 -30 125.2 -32 0.00 0 61.57 192.8 12132 122.65 162/90 11186 15.8

44 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*GOCL Corporation 2 2003 9.9 76 96 2.3 0.5 2.00 0.0 0.6 2003 24.5 0.3 - - 1 - - 74.93 0 3.86 31.2 845 170.45 350/111 814 -
*Gulf Oil Lubricants 2 2003 10.0* 152 1644 202.5 40.4 14.00 0.5 26.6 2003 359.7 35.9 - - 1 - - 72.28 0 17.37 48.5 3055 609.50 901/450 3046 15.1
*Maximus Intl. 10 2003 12.6 12 5 0.6 0.5 - 0.1 3.9 2003 0.6 0.1 - - -84 - - 63.63 0 0.00 0.5 94 75.00 80/33 95 -
*Tide Water Oil 5 2003 1.7 1931 1127 105.7 303.4 250.00 0.0 15.7 2003 252.9 23.4 - - -1 - - 57.27 0 11.81 21.8 1491 4278.40 5200/2654 1338 14.1
59 MEDIA - PRINT
IND. COMPOSITE 506 11062 828 7
*DB Corp 10 2003 175.0 96 2224 274.9 15.7 10.00 0.0 16.3 2003 486.7 24.1 - - -7 - - 71.65 40 21.26 22.6 1473 84.20 192/59 1392 5.4
*DIC India 10 1912 9.2 325 791 18.4 20.1 - 0.1 6.2 2003 173.3 2.4 2003Q 173.3 -13 2.4 -58 71.75 0 0.00 7.1 311 339.00 450/242 331 20.5
*Gala Global Products 5 2003 27.3 7 100 2.0 0.4 - 0.1 5.1 2003 8.8 -1.0 - - 10 - - 71.54 4 0.00 3.5 317 58.10 102/32 321 -
*Hindustan Media Vent 10 2003 73.7 206 796 119.0 16.1 - 0.0 7.8 2003 176.6 27.6 - - -5 - - 74.39 0 15.43 11.4 391 53.10 98/36 380 3.2
HT Media 2 U2003 46.5 58 1243 -265.8 -11.4 - 0.8 - 2003 274.3 -86.2 - - -0 - - 69.50 0 8.82 32.6 310 13.31 30/8 1509 -
Jagran Prakashan 2 2003 56.2 49 1772 262.3 9.3 - 0.2 19.1 2003 384.4 28.0 - - -5 - - 65.02 0 24.77 44.8 1153 41.00 108/36 1415 4.4
*Kokuyo Camlin 1 2003 10.0 25 634 4.4 0.4 - 0.7 1.7 2003 144.4 -0.3 - - -1 - - 74.98 0 0.49 17.9 538 53.60 93/37 695 -
*Linc Pen & Plast 10 2003 14.9 92 400 19.2 12.9 1.50 0.5 14.1 2003 101.0 5.0 - - 15 - - 59.88 0 0.07 5.2 267 179.55 248/115 325 13.9
MPS Ltd. 10 2003 18.6 184 188 52.8 28.3 50.00 0.0 15.4 2003 45.2 12.2 - - -17 - - 67.77 0 6.80 13.3 539 289.35 612/156 505 10.2
Navneet Education 2 2003 45.8 42 1442 219.3 9.6 3.00 0.3 22.7 2003 207.2 16.2 - - 11 - - 62.37 0 20.54 29.9 1744 76.20 114/45 2021 8.0
Repro India Ltd. 10 1903 12.1 227 261 26.7 22.1 - 0.5 9.7 1912 62.5 4.5 1912N 198.8 3 17.5 -9 52.66 0 18.97 6.3 467 386.65 740/260 593 18.7
*Sandesh 10 2003 7.6 1027 341 58.4 77.1 5.00 0.0 7.5 2003 82.4 12.7 - - -16 - - 74.81 0 0.00 5.2 373 492.85 752/380 349 6.4
TCPL Packaging 10 2003 9.1 296 870 36.5 40.1 4.00 1.1 13.6 2003 209.0 11.9 - - 11 - - 55.73 75 8.60 7.2 264 290.30 340/140 529 7.2
60 MEDICAL - OTHERS
IND. COMPOSITE 345 751 127 27
Opto Circuits India 10 1903 300.6 39 105 34.9 1.2 - 0.4 3.0 1912 23.0 8.7 1912N 54.2 -30 -839.2 -3513 19.47 0 1.51 83.1 422 14.05 20/1 943 -
Poly Medicure Lt 5 2003 44.1 49 646 92.4 10.5 2.00 0.3 21.5 2003 159.2 20.6 - - 14 - - 48.75 0 3.07 8.6 3094 350.60 365/167 3167 33.5
61 METAL - NON-FERROUS
IND. COMPOSITE 1474 26695 7121 12
*Gravita India Ltd. 2 2003 13.8 24 1172 22.4 3.2 6.70 1.4 13.7 2003 331.9 5.1 - - 12 - - 72.51 0 0.63 15.9 318 46.05 69/30 515 11.2
Hind. Copper 5 1903 462.6 18 1816 145.5 1.6 0.52 0.7 8.9 1912 93.3 -95.6 1912N 685.0 -50 -54.9 -152 76.04 0 13.83 136.2 3604 38.95 51/18 4663 -
Hind. Zinc 2 2003 845.1 95 18561 6805.0 16.1 16.50 0.1 16.9 2003 4391.0 1339.0 - - -9 - - 64.92 0 3.59 147.3 80006 189.35 232/122 82521 11.8
Madhav Copper 5 1903 13.6* 5 213 3.6 1.3 - 0.8 25.5 - - - - - - - - 66.31 0 0.00 1.2 221 81.50XB 140/52 231 -
*Precision Wires 5 2003 11.6 122 1526 31.8 13.8 2.50 0.1 11.3 2003 376.3 7.3 - - -12 - - 59.66 0 0.28 11.9 236 102.05 193/64 226 7.4
Ram Ratna Wires 5 1903 11.0 83 1250 16.0 7.3 1.25 1.4 8.7 1912 293.4 3.0 1912N 955.3 4 12.3 19 72.99 0 0.00 5.9 156 70.85 95/40 401 8.7
Sagardeep Alloys 10 1903 11.4 23 51 1.7 1.5 - 0.4 6.6 1912 7.1 0.1 1912N 24.7 -39 0.2 -74 73.61 0 0.00 0.7 146 128.25 130/42 155 -
Tin Plate Co. 10 2003 104.7 73 2106 95.0 9.1 1.00 0.0 12.5 2003 472.4 27.1 - - -12 - - 74.95 0 1.25 66.1 1418 135.45 164/57 1385 14.9
62 MINING/MINERALS
IND. COMPOSITE 7831 54613 8669 8
20 Microns Ltd. 5 2003 17.6 49 490 25.0 7.1 0.60 0.7 14.4 2003 113.3 5.2 - - 18 - - 44.83 54 0.00 12.4 114 32.20 42/19 211 4.6
Ashapura Min. Lt 2 1903 17.4 -46 337 -74.3 -8.5 - -0.1 - 1912 28.7 42.0 1912N 140.5 -42 13.2 118 39.78 66 23.91 21.7 391 44.90 49/17 405 -
*ASI Industries 1 2003 13.1* 22 143 -3.1 -0.2 - 0.6 - 2003 34.4 -2.8 - - -10 - - 70.43 0 0.00 6.0 179 13.66 16/5 315 -
*Coal India 10 2003 6162.7 27 845 11280.9 18.3 12.00 0.0 67.1 2003 329.0 10631.7 - - 193 - - 66.13 0 30.19 739.0 80917 131.30 236/119 80663 7.2
Deccan Gold Mines 1 2003 9.3 5 1 -2.3 -0.3 - 0.0 - 2003 0.4 -0.6 - - 125 - - 26.62 0 4.57 19.9 128 13.69 31/11 125 -
*Guj. Mineral Dev 2 2003 63.6 133 1672 202.7 6.4 2.00 0.0 4.8 2003 463.0 39.9 - - -16 - - 74.00 0 12.41 69.9 1312 41.25 73/30 1292 6.5
*KIOCL 10 2003 621.9 31 1938 43.5 0.7 0.70 0.0 2.3 2003 499.8 26.4 - - 16 - - 99.05 0 0.45 9.7 6176 99.30 142/46 4607 -
MOIL Ltd. 10 2003 237.3 116 1038 248.2 10.5 5.50 0.0 9.0 2003 248.7 13.5 - - -21 - - 64.35 0 17.77 269.9 3600 151.70 170/87 1338 14.5
NMDC Ltd. 1 2003 306.2 90 11699 3610.1 11.8 5.29 0.0 13.1 2003 3187.3 351.2 - - 0 - - 69.64 0 25.98 241.2 25796 84.25 140/62 21553 7.1
*Orissa Minerals Deve 1 2003 0.6 95 - -76.7 -127.8 - 0.9 - 2003 0.0 -28.3 - - -100 - - 50.01 0 18.27 17.4 1011 1685.45 2644/527 797 -
*Sandur M & I Ore 10 2003 9.0 933 592 147.4 163.7 7.00 0.0 17.6 2003 119.6 45.7 - - -17 - - 73.23 53 1.93 10.0 520 577.35 922/295 470 3.6
Vedanta 1 2003 371.7 188 35858 -6732.0 -18.1 3.90 0.5 - 2003 8456.0 -10286.0 - - -7 - - 50.13 0 33.95 731.4 41019 110.35 176/60 74827 -
63 MISCELLANEOUS
IND. COMPOSITE 1874 32297 5701 32
Adani Ports & Speci 2 2003 406.4 98 4643 1934.3 9.5 3.20 1.2 9.7 2003 1185.1 500.3 - - -8 - - 62.78 58 34.14 264.9 68084 335.10 429/203 88571 35.2
Bombay Oxygen Invest 100 1903 1.5 14740 1 6.8 454.2 10.00 0.0 3.1 1912 5.4 3.9 1912N 5.6 452 5.1 690 73.29 0 0.05 2.6 166 11074.70 18021/7050 164 14.7
Delta Corp Ltd. 1 2003 27.1 71 458 99.6 3.7 1.50 0.0 5.2 2003 94.8 -33.0 - - 3 - - 32.77 11 24.05 109.1 2494 92.05 225/54 2466 25.1
Dredging Corpora 10 1903 28.0 565 692 44.6 15.9 3.00 0.3 2.8 1912 202.6 31.4 1912N 522.1 15 9.9 115 73.47 0 7.24 53.5 770 275.00 412/122 1201 6.4
IFGL Refractories 10 1903 36.0 140 479 26.0 7.2 2.50 0.1 5.1 1912 120.8 7.3 1912N 379.6 9 23.5 27 72.43 0 16.66 12.1 510 141.50 190/64 566 16.4
Indraprastha Gas Ltd 2 2003 140.0 72 6485 1136.5 16.2 0.34 0.0 22.4 2003 1552.5 253.3 - - 17 - - 45.00 0 39.52 123.7 28529 407.55 534/285 27921 25.1
*Info Edge (India) 10 2003 122.5 198 1273 205.7 16.8 6.00 0.0 8.4 2003 322.8 41.6 - - 18 - - 40.48 0 48.82 61.3 35192 2872.40 3125/1580 35087 171.1
Intl. Coveyors 1 1903 6.8 24 78 -5.5 -0.8 0.05 0.6 - 1912 27.6 2.8 1912N 64.0 14 6.4 265 49.73 0 21.74 1.7 179 26.45 33/15 280 -
*IRCTC 10 2003 160.0 83 2275 528.6 33.0 - 0.0 39.8 2003 586.9 150.6 - - 23 - - 87.40 0 3.94 340.2 22418 1401.15 1995/625 21278 42.4
Jain Irrigation 2 1903 99.3 95 4443 234.5 4.7 1.00 0.3 5.0 1912 352.4 -183.2 1912N 1576.3 -49 -280.1 -284 28.64 50 11.55 212.0 567 11.43 26/3 2007 -
Linde India 10 1912 85.3 251 1762 727.2 85.3 - 0.5 34.0 2003 377.3 39.0 2003Q 377.3 -14 39.0 10 75.02 0 15.00 19.5 5941 696.65 801/378 6473 8.1
Mahindra EPC Irrigat 10 2003 27.8 61 284 23.3 8.4 1.20 0.0 13.6 2003 82.7 9.6 - - 8 - - 54.51 0 0.00 19.9 506 182.15 188/74 506 21.7
Morganite Crucible ( 10 2003 2.8 385 129 13.1 46.8 16.00 0.0 12.2 2003 30.5 4.3 - - 5 - - 75.00 0 1.04 3.6 474 1693.95 2290/1180 430 36.2
Nicco Parks & Re 1 1903 4.7 9 55 8.2 1.7 0.80 0.0 19.1 1912 12.6 1.1 1912N 42.1 4 7.2 2 63.92 39 0.00 9.8 132 28.10 39/20 118 15.9
*Nirlon 10 2003 90.1 50 310 109.5 12.1 0.75 2.4 24.1 2003 82.2 29.4 - - 3 - - 71.15 3 12.31 35.3 2168 240.60 313/192 3017 19.8
*Orient Refractories 1 2003 12.0 36 696 87.3 7.3 2.50 0.0 20.4 2003 161.6 19.4 - - -5 - - 66.48 0 15.93 15.6 2021 168.25 269/109 1993 23.2
*Premier Explos. 10 2003 10.8 183 157 -9.6 -8.9 - 0.1 - 2003 34.0 -2.5 - - -33 - - 41.33 0 13.41 9.7 145 135.20 198/57 141 -
*Radix Industries 10 2003 15.0* 11 11 1.2 0.8 0.50 0.4 7.1 2003 2.8 0.2 - - -15 - - 74.96 0 0.00 0.3 93 62.20XB 97/50 99 -
*Refex Industries 10 2003 21.0* 32 661 33.1 15.8 - 0.0 49.0 2003 123.9 -3.8 - - 111 - - 34.50 3 0.00 11.3 104 49.65 110/34 101 3.1
*Riddhi Siddhi Gluco 10 2003 7.1 1768 74 69.1 96.9 - 0.1 5.5 2003 17.3 17.4 - - -46 - - 74.89 0 0.00 3.8 190 266.70 340/156 283 2.8
Solar Industries Ind 2 1903 18.1 98 1663 191.5 21.2 7.00 0.1 21.6 1912 384.6 47.0 1912N 1117.2 -5 168.9 27 73.14 0 22.20 13.1 9076 1002.95 1350/772 9131 40.0
Sun Pharma Advanced 1 2003 26.2 -1 77 -312.4 -11.9 - 0.0 - 2003 22.7 -99.5 - - -45 - - 68.46 1 3.56 83.2 4436 169.30 211/81 4437 -
Syngene Internationa 10 2003 400.0* 54 2012 411.5 10.3 - 0.3 18.9 2003 607.3 120.0 - - 9 - - 70.68 0 22.70 48.9 17610 440.25XB 475/202 17727 42.8
Thomas Cook (I) 1 2003 37.8 38 2125 -24.9 -0.7 - 0.0 - 2003 239.7 -66.3 - - 0 - - 65.60 0 19.36 57.8 1192 31.50 203/22 555 -
Vesuvius India 10 1912 20.3 396 887 85.5 42.2 8.74 0.0 10.6 2003 205.6 18.6 2003Q 205.6 -8 18.6 -14 55.56 0 23.27 13.0 1845 909.10 1227/747 1426 22.3
Wonderla Holidays Lt 10 2003 56.5 152 271 64.8 11.5 1.80 0.0 7.5 2003 42.4 1.6 - - 3 - - 69.57 0 16.45 26.7 767 135.70 300/105 725 11.8
*Yasho Industries 10 2003 10.9 53 297 12.0 11.0 - 3.1 20.7 2003 77.2 2.3 - - -12 - - 74.08 0 0.00 0.1 131 120.00 140/97 263 10.9
64 MOBILE PHONE SERVIC E PROVIDER
IND. COMPOSITE 35914 109817 - 113506 6
Bharti Airtel 5 2003 2727.8* 186 54317 -36088.2 -66.1 2.00 0.9 - 2003 14991.4 -6882.9 - - 6 - - 58.97 0 36.11 230.5 313531 574.70 612/322 397101 -
MTNL 10 1903 630.0 -155 1988 -3390.2 -53.8 - -2.0 - 1912 383.6 -1068.5 1912N 1165.3 -20 -3071.3 -17 56.25 0 14.91 137.3 677 10.75 13/4 19674 -
OnMobile Global Ltd. 10 2003 105.7 67 204 -1.5 -0.1 1.50 0.0 - 2003 52.3 -11.9 - - -15 - - 48.17 0 2.17 33.5 303 28.70 45/13 273 -

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 45


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Reliance Com 5 1903 1382.8 45 1379 2847.0 10.3 - 2.3 23.0 1912 201.0 -13929.0 1912N 662.0 -39 -42809.0 -766 5.17 0 7.97 1323.0 650 2.35 2/1 28760 -
Tata Communications 10 2003 285.0 288 5750 208.8 7.3 4.00 0.0 2.5 2003 1488.9 -146.9 - - 7 - - 74.98 4 18.99 54.5 18110 635.45 649/206 18262 86.8
Tata Teleservices (M 10 2003 1954.9 -89 1078 -3714.1 -19.0 - -0.9 - 2003 258.9 -874.0 - - -15 - - 74.35 0 0.00 322.5 729 3.73 5/2 15236 -
Tejas Networks 10 2003 92.3* 117 386 -236.2 -25.6 - 0.0 - 2003 54.6 -126.7 - - -47 - - 0.00 0 41.48 26.0 502 54.35 144/29 379 -
*Vodafone Idea L 10 2003 28735.4* 3 44715 -73131.5 -25.4 - 1.7 - 2003 11671.9 -11948.8 - - 31 - - 72.05 0 14.82 768.5 28017 9.75 13/3 135756 -
65 OIL DRILLING AND EX PLORATION
IND. COMPOSITE 12186 182028 1 8480 7
Aban Offshore 2 2003 11.7 -73 239 -4457.4 -763.7 - 0.0 - 2003 74.4 -4434.3 - - -20 - - 45.99 19 2.42 128.2 158 27.00 38/13 253 -
*Alphageo (India) 10 2003 6.4 357 268 -10.1 -15.9 - 0.1 - 2003 63.6 -11.2 - - -11 - - 45.66 10 0.78 16.4 115 180.95 388/110 43 -
Asian Oilfield S 10 2003 38.1 37 64 4.7 1.2 - 0.0 3.4 2003 27.3 13.6 - - -69 - - 59.61 0 0.07 9.0 381 100.05 143/64 360 81.1
Deep Industries 10 1903 32.0 159 259 59.6 18.6 1.50 0.1 11.7 1912 56.0 12.0 1912N 177.4 -6 58.7 27 63.99 0 5.85 17.5 258 80.60 140/43 257 3.6
*GAIL (India) Ltd. 10 2003 4535.8* 97 71871 6620.6 14.6 6.40 0.0 15.0 2003 17753.1 3018.2 - - -4 - - 51.46 0 34.21 345.3 46446 102.40XB 150/66 46102 7.0
*GP Petroleums 5 2003 25.5 43 495 15.6 3.1 0.75 0.7 7.1 2003 92.2 1.4 - - -14 - - 73.18 0 0.00 12.2 247 48.40 60/25 381 15.9
Hind. Oil Explor 10 2003 132.2 50 180 140.8 10.6 - 0.0 21.2 2003 28.4 18.8 - - -9 - - 0.00 0 10.91 65.3 878 66.40 131/31 853 6.2
*Jindal Drilling 5 2003 14.5 307 216 26.2 9.0 0.50 0.2 2.9 2003 90.3 14.7 - - -20 - - 67.18 0 0.37 15.3 208 71.65 128/41 367 7.9
*Oil India Ltd. 10 2003 1084.4 225 12129 2584.1 23.8 10.60 0.3 10.6 2003 2589.6 925.6 - - -10 - - 56.65 0 25.81 161.0 10817 99.75 177/66 11948 4.2
*ONGC 5 2003 6290.1 154 96214 13444.5 10.7 5.00 0.1 6.9 2003 21456.2 -3098.3 - - -10 - - 60.40 0 25.49 867.1 98881 78.60 154/52 119971 7.5
Selan Exploratio 10 1903 15.2 214 93 51.5 33.9 5.00 0.0 15.8 1912 24.1 9.0 1912N 69.0 -4 25.7 -36 30.09 0 4.55 22.1 184 121.35 181/62 169 5.0
66 PACKAGING
IND. COMPOSITE 463 21086 1614 10
Bilcare Ltd. 10 U2003 23.5 25 212 -102.3 -43.5 - 5.4 - 2003 53.4 83.4 - - -13 - - 30.01 1 0.04 15.8 127 53.95 61/12 988 -
Cosmo Films 10 2003 19.4 383 2032 114.0 58.7 15.00 0.9 15.3 2003 473.5 29.1 - - 2 - - 44.14 0 4.02 24.1 650 334.30 357/186 1212 5.7
Emmbi Industries 10 2003 17.7 73 333 14.6 8.3 0.40 0.8 11.4 2003 84.7 3.7 - - 7 - - 58.15 0 9.63 8.2 120 67.75 148/41 212 8.2
Essel Propack Ltd. 2 2003 63.1 22 803 105.8 3.4 3.30 0.3 15.2 2003 180.0 33.5 - - -3 - - 74.98 0 6.91 29.9 6200 196.55 205/79 6369 58.6
Ester India 5 2003 41.7 49 1039 99.5 11.9 2.50 0.7 24.4 2003 253.9 36.9 - - 2 - - 59.13 10 0.02 20.6 493 59.10 60/23 716 5.0
Everest Kanto Cylind 2 1903 22.4 22 452 87.5 7.8 - 0.6 34.7 1912 121.2 5.3 1912N 343.6 5 13.8 -24 67.07 45 0.14 41.9 220 19.60 33/9 366 2.6
*Garware Poly. 10 2003 23.2 600 877 86.9 37.4 10.00 0.1 6.2 2003 195.2 25.7 - - -2 - - 60.71 0 3.71 20.5 506 218.00 282/132 600 5.8
Hitech Corporation 10 2003 17.2 96 460 2.4 1.4 - 1.0 1.4 2003 109.1 0.3 - - -2 - - 74.43 0 0.00 6.2 140 81.25 100/41 288 59.2
*Huhtamaki PPL 2 1912 15.1 92 2582 170.0 22.5 3.00 0.4 24.6 2003 574.6 27.3 2003Q 574.6 -9 27.3 -35 66.93 0 6.65 17.9 1548 204.95 303/165 1772 10.0
*Jindal Poly Films 10 2003 43.8 413 3517 478.8 109.3 1.00 0.6 26.5 2003 890.0 139.2 - - -4 - - 74.54 0 1.09 39.9 1633 372.95 409/150 2457 3.4
Manaksia Ltd. 2 1903 13.1 19 34 21.3 3.2 3.00 0.0 16.9 1912 6.4 35.6 1912N 23.5 50 55.0 155 72.91 0 0.21 20.5 225 34.35 54/27 212 4.1
*Oricon Enterprises L 2 2003 31.4 44 580 34.1 2.2 0.80 0.7 4.9 2003 114.8 4.1 - - -8 - - 66.31 0 7.43 22.5 298 19.00 24/9 634 8.7
Polyplex Corpn. 10 2003 32.0 193 1273 229.8 71.9 17.00 0.3 37.3 2003 301.6 17.7 - - -4 - - 50.02 0 10.71 22.6 1833 573.10 607/283 2016 8.0
Safari Indus. 2 2003 4.5 103 681 30.5 13.6 0.08 0.5 13.3 2003 143.3 4.7 - - 26 - - 56.66 0 24.34 8.8 839 374.95 733/295 941 27.5
*Time Technoplast Ltd 1 2003 22.6 63 2141 97.7 4.3 0.95 0.4 6.8 2003 546.3 20.9 - - 7 - - 51.32 35 29.39 31.6 877 38.80 94/23 1437 9.0
*Uflex Ltd. 10 2003 72.2 313 4070 143.3 19.8 2.00 0.5 6.3 2003 960.1 27.2 - - -2 - - 44.01 17 7.17 40.4 1868 258.75 264/120 2917 13.0
67 PAINTS/VARNISHES
IND. COMPOSITE 331 30913 4069 59
Akzo Nobel India 10 2003 45.5 272 2662 237.4 52.1 14.00 0.0 19.2 2003 581.3 54.0 - - -6 - - 0.00 0 38.99 41.3 8337 1830.75 2515/1654 8279 35.1
*Asian Paints Ltd. 1 2003 95.9 99 17194 2653.9 27.7 12.00 0.0 28.1 2003 3879.0 452.1 - - 10 - - 52.79 12 27.02 300.3 163356 1703.05 1916/1311 163204 61.6
*Berger Paints I 1 2003 97.1 27 5692 699.0 7.2 2.20 0.1 26.6 2003 1174.8 194.7 - - 9 - - 74.99 0 14.61 118.6 48381 498.15 597/302 48465 69.2
Kansai Nerolac Paint 1 2003 53.9 70 4943 535.4 9.9 3.15 0.0 14.1 2003 988.0 71.5 - - -2 - - 74.98 0 15.93 52.2 23295 432.25 573/296 23217 43.5
Shalimar Paints 2 1903 10.9 53 288 -81.5 -15.0 - 0.5 - 1912 93.3 -5.1 1912N 260.4 31 -15.6 59 53.09 0 4.85 17.0 326 59.95 111/44 380 -
*Sirca Paints India 10 2003 27.4* 67 135 25.2 9.2 - 0.1 13.6 2003 32.1 2.3 - - 13 - - 51.62 0 9.36 2.1 594 216.75XB 346/157 584 23.6
68 PAPER
IND. COMPOSITE 1063 21266 1185 5
Andhra Paper 10 U2003 39.8 246 1270 212.9 53.5 - 0.0 21.8 2003 279.7 92.9 - - -6 - - 92.19 55 0.77 12.7 921 231.60 452/115 867 4.3
Astron Paper & Board 10 2003 46.5 35 359 13.5 2.9 - 0.4 8.3 2003 100.4 3.7 - - -8 - - 43.78 5 0.26 17.9 180 38.80 119/24 237 13.4
Ballarpur Ind. 2 1903 258.7 1 455 -635.5 -4.9 - 14.3 - 1912 59.1 -427.0 1912N 280.1 -17 -549.0 -175 24.21 100 36.96 79.9 208 1.61 2/0 1142 -
Emami Paper Mill 2 1903 12.1 43 1528 44.0 7.3 1.20 5.3 17.0 1912 400.1 18.5 1912N 1127.4 -3 20.6 -52 74.97 0 7.27 3.9 472 78.00 158/47 1538 22.1
Genus Paper & Boards 1 2003 25.7 14 254 8.9 0.3 - 0.1 2.5 2003 66.3 1.0 - - -48 - - 50.48 3 0.08 19.0 142 5.52 7/3 173 -
JK Paper Ltd. 10 2003 178.2 133 3054 492.7 27.6 4.00 0.5 20.8 2003 730.2 91.4 - - -5 - - 48.88 0 7.75 90.9 1808 101.45 152/62 2886 3.7
*Kuantum Papers 10 2003 8.7 953 745 71.8 82.3 2.50 0.5 8.6 2003 178.3 13.1 - - -2 - - 70.30 3 0.00 9.0 526 602.65 613/250 780 7.3
Kushal L 2 1903 49.5 52 358 13.3 0.5 - 0.1 1.0 1912 39.1 1.2 1912N 153.8 9 3.3 -55 65.69 0 0.00 22.2 117 4.72 13/2 224 -
*N R Agarwal Indu 10 2003 17.0 246 1405 116.7 68.6 - 0.8 27.9 2003 336.9 37.0 - - 12 - - 73.54 0 1.41 8.2 381 223.95 298/123 617 3.3
Nath Industries 10 1903 19.0 47 137 3.8 2.0 - 0.0 4.3 1912 71.3 3.1 1912N 223.5 133 12.5 291 73.74 1 0.34 29.4 144 75.60 122/52 144 22.4
*Orient Paper 1 2003 21.2 60 607 19.9 0.9 0.50 0.0 1.6 2003 134.5 -3.0 - - -8 - - 38.73 0 15.45 55.5 418 19.70 35/12 435 -
Pudumjee Paper Produ 1 2003 9.5 29 604 27.2 2.9 0.20 0.3 9.7 2003 133.3 3.9 - - 8 - - 67.10 0 0.00 17.2 143 15.05 22/9 207 5.3
*Ruchira Papers Ltd. 10 2003 24.3 109 481 27.4 11.3 - 0.2 10.3 2003 107.5 0.6 - - 2 - - 64.07 0 0.57 20.2 126 52.10 111/27 185 4.6
*Satia Industries 1 2003 10.0 40 809 91.8 9.2 0.15 0.5 23.2 2003 179.1 16.1 - - 17 - - 51.67 17 0.00 1.9 788 78.80XS 113/57 943 8.6
Seshasayee Paper 2 2003 12.6 158 1184 174.6 27.7 4.00 0.1 17.5 2003 320.3 45.5 - - -10 - - 42.65 0 10.54 13.8 949 150.55 226/82 690 5.4
Shree Rama Newsprint 10 2003 147.5 27 337 -44.6 -3.0 - 0.7 - 2003 93.1 -10.6 - - -40 - - 69.81 0 1.62 83.6 221 15.00 21/10 537 -
Shrenik L 2 1903 20.4 6 837 11.1 1.1 0.20 2.2 17.5 1912 201.3 2.6 1912N 655.9 7 10.3 38 73.54 14 0.00 0.7 465 45.55 80/12 583 33.2
*Shreyans Inds. 10 2003 13.8 156 540 32.0 23.1 3.00 0.1 14.8 2003 133.3 1.6 - - -2 - - 50.52 0 0.03 21.2 108 78.05 155/56 132 3.4
*South India Pape 10 2003 15.0 113 218 15.9 10.6 1.50 0.2 9.4 2003 46.5 3.2 - - -7 - - 41.85 0 1.74 3.8 91 60.45 99/33 115 5.7
Star Paper Mills 10 1903 15.6 292 378 53.2 34.1 2.50 0.0 11.7 1912 88.6 8.9 1912N 251.8 -13 29.5 12 45.17 48 0.61 20.1 163 104.35 174/60 141 2.9
*T Nadu Newsprint 10 2003 69.2 247 3471 130.0 18.8 6.00 0.9 7.6 2003 901.2 1.8 - - -15 - - 35.31 0 35.89 35.0 816 117.90 215/85 2295 6.3
*West Coast Paper 2 2003 13.2 196 1982 276.4 41.8 5.00 0.3 21.3 2003 463.2 52.4 - - 9 - - 56.13 0 16.14 28.9 1246 188.70 286/100 1551 4.5
*Yash Pakka 10 2003 35.2 33 252 27.6 7.8 1.00 1.1 23.7 2003 55.9 6.3 - - 3 - - 45.06 100 0.00 15.5 112 31.90 61/17 213 4.1
69 PESTICIDES/AGRO CHE MICALS
IND. COMPOSITE 962 31265 2727 45
Astec Lifesciences L 10 2003 19.6* 126 522 47.5 24.3 1.50 0.9 19.3 2003 180.2 31.2 - - 15 - - 71.33 0 1.34 10.7 1901 971.35 998/305 2075 40.0
BayerCropscience 10 2003 44.9 572 3609 474.5 105.6 25.00 0.0 18.4 2003 458.7 31.5 - - 23 - - 71.43 0 16.02 57.1 26006 5786.50 6342/2952 25677 54.8
*Bhagiradha Chemi 10 2003 8.3 159 246 6.5 7.8 - 0.3 4.9 2003 33.6 -1.5 - - -21 - - 24.90 32 2.40 1.9 243 291.85 477/192 282 37.3
*Bharat Rasayan 10 2003 4.2 1328 1215 157.6 371.0 1.50 0.6 27.9 2003 271.0 36.2 - - 31 - - 74.82 0 0.78 8.4 4102 9655.50 11000/3722 4340 26.0
Dhanuka Agritech Ltd 2 2003 9.5 149 1120 141.5 29.7 12.00 0.0 20.0 2003 227.6 39.0 - - 10 - - 74.99 14 12.67 23.5 3595 755.50 804/261 3615 25.4
*Excel Industries 5 2003 6.3 478 702 93.5 74.4 10.00 0.0 15.5 2003 167.8 11.9 - - -13 - - 52.37 0 7.50 18.8 899 715.40 1040/375 902 9.6
*Insecticides (India) 10 2003 20.7 353 1363 86.0 41.6 4.00 0.4 11.8 2003 238.7 -7.3 - - 13 - - 68.89 0 19.74 12.3 915 442.60 691/207 1202 10.6
*Kilpest India Lt 10 2003 7.5 28 14 0.6 0.8 0.70 0.5 3.0 2003 2.4 0.1 - - 17 - - 38.19 0 0.00 3.8 171 227.85 228/54 177 -
Meghmani Organics 1 2003 25.4 39 1625 192.9 7.6 1.00 0.3 19.5 2003 404.9 67.5 - - 18 - - 48.69 0 2.01 107.5 1436 56.45 67/32 1717 7.4
NACL Industries L 1 2003 19.3* 18 1015 15.8 0.8 0.10 0.8 4.5 2003 276.6 5.0 - - 7 - - 63.29 38 1.64 12.2 753 39.10 42/17 939 -
PI Industries 1 2003 15.2 171 3307 442.3 29.2 4.00 0.0 17.1 2003 795.5 98.3 - - 23 - - 46.74 0 35.78 68.1 26730 1761.90 1789/974 26657 60.4

46 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*Punjab Chemicals and 10 2003 12.3 93 548 15.8 12.9 1.50 0.9 13.8 2003 106.6 4.8 - - -4 - - 40.03 0 3.18 14.2 581 474.00 625/234 668 36.8
Rallis India 1 2003 19.4 73 2252 185.5 9.5 2.50 0.1 13.2 2003 346.3 0.6 - - 41 - - 50.09 0 23.74 55.9 5274 271.20 279/127 5304 40.9
*Sharda Cropchem 10 2003 90.2 145 1616 191.9 21.3 4.00 0.0 14.6 2003 773.1 136.4 - - -10 - - 74.78 0 21.94 16.5 2469 273.65 342/99 2387 12.9
Shivalik Rasayan 5 1903 6.9 116 48 8.9 6.5 0.50 0.0 5.6 1912 15.9 2.0 1912N 46.5 27 5.9 79 52.91 0 0.00 3.4 497 360.60 362/174 418 43.1
Sumitomo Chemical 10 2003 499.1 24 2423 205.6 4.1 0.55 0.0 17.0 2003 443.6 22.8 - - 10 - - 80.30 0 4.64 23.6 13634 273.15 317/153 13614 66.3
UPL 2 2003 152.8* 105 9641 461.0 6.0 6.00 0.2 5.7 2003 2031.0 -126.0 - - 12 - - 27.87 8 54.16 117.4 33354 436.55XB 670/240 34619 72.4
70 PETROCHEM
IND. COMPOSITE 1126 16097 1729 14
*Agarwal Industrial C 10 2003 10.3 142 752 14.8 14.4 1.50 0.5 10.2 2003 294.3 6.2 - - 34 - - 59.32 0 0.03 3.0 91 88.70 140/44 156 6.2
Bhansali Engg.Po 1 2003 16.6 21 1104 66.8 4.0 0.50 0.0 18.8 2003 251.4 7.7 - - -3 - - 56.44 0 1.26 53.5 842 50.75 71/25 818 12.6
*DCW Ltd. 2 2003 52.2 26 1277 -26.8 -1.0 - 0.9 - 2003 293.6 -25.1 - - -1 - - 46.72 0 8.59 55.3 317 12.16 19/7 838 -
Diamines & Chem. 10 2003 9.8 67 69 24.0 24.5 8.00 0.0 36.8 2003 20.0 6.8 - - 38 - - 54.73 0 0.03 9.9 328 335.05 345/100 313 13.7
*Goa Carbons 10 2003 9.2 86 417 -27.7 -30.3 - 0.0 - 2003 69.3 -4.8 - - 4 - - 59.71 0 0.01 30.0 210 229.20 375/109 176 -
GujaratStatePetronet 10 2003 564.1* 119 2369 1108.7 19.7 2.00 0.2 16.5 2003 595.0 225.6 - - 23 - - 37.63 0 38.63 112.6 11788 208.95 263/146 12915 10.6
*INEOS Styrolution 10 2003 17.6 346 1579 -9.5 -5.4 - 0.4 - 2003 359.0 4.5 - - -24 - - 74.99 0 6.94 12.0 1460 829.95 920/365 1666 -
Kothari Petroche 10 2003 59.2 17 273 18.3 3.1 - 0.3 18.3 2003 66.3 3.8 - - -6 - - 86.32 0 0.18 11.9 96 16.25 22/9 111 5.2
Manali Petrochem 5 2003 86.0 27 677 38.6 2.2 0.75 0.0 8.4 2003 182.5 11.6 - - -8 - - 44.86 0 0.29 103.1 367 21.35 25/8 329 9.5
*NOCIL Ltd. 10 2003 165.6 71 846 131.0 7.9 2.50 0.0 11.1 2003 212.7 22.4 - - -26 - - 33.72 15 5.74 153.9 1686 101.80 128/45 1647 12.9
*Savita Oil Tech 10 2003 14.1 617 2046 95.6 68.0 - 0.0 11.0 2003 449.7 20.6 - - -7 - - 71.75 0 16.31 8.1 941 668.45 1050/497 875 9.8
*Sheela Foam 5 2003 24.4 170 1755 165.5 33.9 - 0.0 19.9 2003 390.2 26.1 - - 0 - - 74.99 0 22.95 9.7 7019 1438.85 1770/1084 7007 42.4
*Shri Jagdamba Poly 1 2003 0.9 105 209 27.3 31.2 0.01 0.0 29.6 2003 55.0 7.4 - - 3 - - 73.16 0 4.67 0.7 187 212.95 258/110 177 6.8
Supreme Petroche 10 2003 96.5 70 2724 102.7 10.6 5.50 0.0 15.2 2003 662.9 23.5 - - -13 - - 62.31 0 2.75 36.9 1871 193.85 208/113 1832 18.2
71 PHARMACEUTICALS
IND. COMPOSITE 3533 165842 26192 32
Aarti Drugs Ltd 10 2003 23.3 267 1635 135.7 58.2 2.00 0.9 21.8 2003 406.6 56.6 - - 20 - - 61.43 0 5.89 19.3 3165 1358.50 1399/419 3602 23.3
Abbott India Ltd. 10 2003 21.2 1144 4093 592.9 279.0 250.00 0.0 24.4 2003 961.2 111.0 - - 13 - - 74.98 0 7.71 49.3 32960 15511.05 18569/8300 31276 55.6
Ajanta Pharma Lt 2 2003 17.5 282 2196 441.1 50.6 13.00 0.0 17.9 2003 560.7 88.5 - - 20 - - 70.51 16 19.25 46.3 12385 1419.35 1578/840 12350 28.1
*Albert David Ltd 10 2003 5.7 390 321 19.2 33.6 7.00 0.0 8.6 2003 60.0 -3.3 - - 5 - - 61.15 0 3.90 8.6 232 406.65 568/255 225 12.1
Alembic Ltd. 2 2003 51.4 19 74 93.5 3.6 0.60 0.0 19.4 2003 11.4 55.5 - - -39 - - 69.56 0 5.87 58.9 2104 81.95 89/25 2102 22.5
Alembic Pharmaceutic 2 2003 37.7 177 4133 969.4 51.4 10.00 0.3 29.0 2003 1048.6 314.3 - - 10 - - 72.96 0 15.14 47.3 17734 940.70 984/436 18442 18.3
Alkem Laboratories 2 2003 23.9 525 6677 1264.4 105.8 25.00 0.1 20.1 2003 1687.5 271.2 - - 18 - - 65.88 0 15.16 74.5 28948 2421.10 2882/1662 29053 22.9
Ambalal Sarabhai 10 1903 76.6 3 0 -3.9 -0.5 - 0.4 - 1912 0.0 0.8 1912N 0.0 -41 2.0 142 30.75 0 0.00 160.0 130 16.95 22/9 137 -
Amrutanjan Health Ca 1 2003 2.9 55 261 25.1 8.6 2.10 0.0 15.7 2003 59.3 7.9 - - 20 - - 50.02 0 12.80 21.2 1077 368.55 559/251 996 42.9
Anuh Pharma Ltd 5 2003 12.5 65 307 14.3 5.7 2.75 0.0 8.8 2003 72.1 -0.9 - - -1 - - 72.03 0 0.00 8.8 564 225.05 247/97 557 39.4
AstraZeneca Pharma I 2 2003 5.0 146 832 72.2 28.9 1.00 0.0 19.8 2003 194.9 9.6 - - 18 - - 75.00 0 4.87 17.8 8558 3423.00 3700/1635 8384 118.5
Aurobindo Pharma 1 2003 58.6 222 13266 1872.7 32.0 3.00 0.4 14.4 2003 3620.3 725.0 - - 7 - - 52.01 6 34.81 206.8 48091 820.75 828/281 52535 25.7
*Bajaj Healthcare 10 2003 13.8* 110 410 22.5 16.3 - 0.8 14.8 2003 118.5 9.6 - - 54 - - 67.26 0 0.00 1.0 390 282.75XB 331/166 455 17.3
Bharat Immunolog 10 1903 43.2 7 84 -5.8 -1.3 - 1.1 - 1912 28.5 -2.4 1912N 43.6 234 -14.0 -261 59.25 0 0.00 17.9 91 21.01 21/5 115 -
Bharat Parentera 10 2003 5.7 215 226 26.3 45.9 - 0.0 21.4 2003 53.9 7.8 - - -3 - - 74.41 0 0.00 1.5 166 289.80 320/131 157 6.4
Biocon 5 2003 600.0* 63 1988 440.9 3.7 0.33 0.0 5.8 2003 482.4 102.2 - - -29 - - 60.66 0 22.29 207.0 49716 414.30XB 420/211 49361 112.8
Bliss GVS Pharma 1 2003 10.3 66 442 92.3 9.0 0.50 0.1 13.5 2003 98.0 16.4 - - 7 - - 41.59 0 27.11 14.2 1087 105.35 163/74 1061 11.8
Cadila Healthcar 1 2003 102.4 110 6347 1412.9 13.8 3.50 0.3 12.5 2003 1812.2 619.3 - - 1 - - 74.87 0 17.14 176.8 36471 356.25 384/206 39299 23.7
Caplin Point Lab 2 2003 15.1 79 528 197.6 26.1 2.50 0.0 32.9 2003 100.1 50.1 - - 4 - - 69.02 0 4.47 30.1 2601 343.90 456/180 2557 13.2
Cipla 2 2003 161.3* 216 12659 2318.2 28.8 4.00 0.0 13.3 2003 3133.4 604.6 - - 7 - - 36.65 0 40.57 242.9 51492 638.65 696/357 51318 22.2
Dishman Carbogen Amc 2 2003 31.4 306 581 38.5 2.5 - 0.1 0.8 2003 151.9 4.5 - - 20 - - 63.17 0 23.39 43.1 2394 152.60 232/46 2833 62.1
Divi’s Lab 2 2003 53.1 276 5311 1372.7 51.7 16.00 0.0 18.8 2003 1376.2 391.8 - - 9 - - 51.97 0 34.66 95.9 58488 2203.20 2538/1467 58488 42.6
Dr. Reddy’s Labs 5 2003 83.1* 914 11850 2937.7 176.7 25.00 0.1 19.3 2003 2851.7 502.8 - - 13 - - 26.75 0 44.49 115.4 64927 3905.80 4189/2352 65706 22.1
Eris Lifesciences 1 2003 13.6 96 1020 290.7 21.4 2.87 0.0 22.4 2003 230.7 54.6 - - 13 - - 55.55 0 21.36 29.2 6075 447.40 593/341 6068 20.9
*Everest Organics 10 2003 8.0 43 167 10.9 13.6 1.00 0.7 31.9 2003 46.3 4.0 - - 17 - - 73.78 0 0.02 7.1 143 178.75 245/80 160 13.1
FDC Ltd. 1 2003 17.1 90 1331 246.8 14.4 0.80 0.0 16.0 2003 331.1 58.5 - - 24 - - 69.23 0 11.25 26.2 4090 239.20 298/152 4074 16.6
*Fermenta Biotech 5 2003 14.7* 106 301 63.7 21.6 5.00 2.2 20.3 2003 72.1 7.2 - - 1500 - - 59.44 0 0.51 7.1 783 266.20XB 337/151 916 16.5
GlaxoSmithKline Phar 10 2003 169.4 109 3225 110.1 6.5 40.00 0.0 6.0 2003 775.9 137.9 - - 3 - - 74.99 0 12.33 112.4 25191 1487.00 1745/1046 24036 228.9
*Glenmark Pharma 1 2003 28.2 469 6713 1354.5 48.0 2.50 0.3 10.2 2003 1607.7 349.2 - - 8 - - 46.62 0 35.25 154.6 12040 426.70 573/168 14918 8.9
Granules India L 1 2003 25.4* 71 2310 444.1 17.5 1.00 0.7 24.5 2003 486.9 201.8 - - 19 - - 42.12 9 26.15 96.6 5958 234.20 240/84 6829 13.4
Gufic BioSciences Lt 1 1903 7.8 10 351 21.9 2.8 0.05 1.3 29.1 1912 97.7 7.0 1912N 276.2 7 18.1 15 65.75 0 9.50 15.6 721 92.60 101/38 809 29.8
Guj. Themis Bios 5 2003 7.3 29 85 23.7 16.3 1.65 0.0 56.1 2003 26.4 11.0 - - 91 - - 74.99 0 0.02 7.4 278 191.60 231/31 276 11.8
*Hester Biosciences L 10 2003 8.5 239 169 31.2 36.7 6.60 0.2 15.4 2003 41.4 5.0 - - 5 - - 53.73 0 0.78 11.4 1048 1232.30 2044/870 1077 33.6
Hikal Ltd. 2 2003 24.7 66 1507 84.4 6.8 1.20 0.8 10.3 2003 379.0 24.5 - - -0 - - 68.76 0 7.11 36.5 1524 123.60 170/57 2092 18.1
Ind-Swift Laboratori 10 2003 59.1 109 752 -20.8 -3.5 - 2.9 - 2003 185.0 3.2 - - 6 - - 41.99 87 19.77 14.6 209 35.35 48/15 1238 -
*Indoco Remedies 2 2003 18.4 74 1106 24.3 2.6 0.30 0.4 3.6 2003 272.0 5.4 - - 17 - - 58.68 0 16.53 19.5 1878 203.75 285/133 2083 77.4
IOL Chemicals and Ph 10 2003 58.7* 139 1894 361.3 61.5 3.00 0.6 44.3 2003 441.5 90.3 - - 15 - - 43.69 0 6.71 44.2 4083 695.45 723/147 4311 11.3
Ipca Laboratorie 2 2003 25.3 291 4367 652.5 51.6 5.00 0.1 17.7 2003 1004.8 127.8 - - 20 - - 46.07 0 39.24 81.2 21002 1662.15 1821/844 21072 32.2
*J B Chemicals & Phar 2 2003 15.5 187 1641 268.1 34.7 11.00 0.0 18.6 2003 416.9 50.9 - - 9 - - 55.90 0 22.12 40.8 5560 719.40 743/322 5565 20.7
Jagsonpal Pharma 5 1903 13.1 37 168 7.2 2.8 0.25 0.0 6.9 1912 42.0 2.3 1912N 129.1 0 6.3 49 70.33 0 0.00 9.0 112 42.75 49/16 77 12.1
*Jenburkt Pharmac 10 2003 4.6 174 119 14.9 32.4 8.10 0.1 18.6 2003 30.3 4.6 - - 1 - - 45.73 0 2.21 6.2 175 380.75 559/243 131 11.8
Jubilant Life Scienc 1 2003 15.9 164 3140 321.1 20.2 5.00 0.7 12.3 2003 791.4 111.2 - - -9 - - 50.67 0 29.77 48.3 11315 710.35 729/230 12882 35.2
*Kilitch Drugs(I) 10 2003 15.5* 98 61 4.5 2.9 - 0.1 2.9 2003 12.9 -0.5 - - -35 - - 68.90 0 0.00 9.9 143 92.40 155/63 148 32.1
*Kimia Biosciences 1 2003 4.6 3 106 1.4 0.3 - 8.6 10.3 2003 21.3 -0.8 - - 13 - - 74.42 0 0.39 11.7 125 26.95 33/19 154 -
Kopran Ltd 10 1903 43.3 51 197 13.0 3.0 - 0.2 5.9 1912 54.7 5.5 1912N 140.7 2 9.4 4 43.77 0 2.40 31.4 161 37.15 41/16 198 12.1
Krebs Biochemicals & 10 2003 19.6 -12 33 -28.9 -14.7 - -3.5 - 2003 14.8 -6.2 - - -48 - - 70.04 0 0.00 5.1 147 74.70 110/60 179 -
Laurus Labs 10 2003 106.9 170 2797 267.0 25.0 2.50 0.6 14.7 2003 829.2 112.5 - - 22 - - 32.12 32 24.86 57.6 6389 597.55 604/298 7304 23.9
*Lincoln Pharmace 10 2003 20.0 152 376 49.6 24.8 1.50 0.1 16.3 2003 75.3 9.2 - - 9 - - 32.35 0 0.34 15.2 323 161.70 220/86 348 6.5
Lupin Ltd. 2 2003 90.6* 386 11026 727.5 16.1 6.00 0.0 4.2 2003 2483.9 225.3 - - 2 - - 46.92 0 38.94 291.7 39000 860.75 956/505 38941 53.6
*Mangalam Drugs 10 2003 15.8 66 282 8.3 5.2 - 0.6 7.9 2003 88.1 5.1 - - 8 - - 50.53 62 0.00 17.9 102 64.65 102/20 160 12.4
Marksans Pharma 1 2003 40.9 12 433 37.9 0.9 0.10 0.2 7.5 2003 113.6 7.4 - - -4 - - 48.24 0 3.42 123.2 1379 33.70 39/10 1455 -
Medicamen Biotec 10 1903 12.2 71 123 12.0 9.8 1.00 0.1 13.8 1912 35.3 3.7 1912N 102.0 14 10.8 18 44.77 0 0.46 4.5 398 326.10 447/153 401 29.2
Morepen Labs.Lt 2 2003 90.0 7 792 32.3 0.7 - 0.5 10.5 2003 189.2 9.5 - - 18 - - 34.54 0 14.55 129.9 1050 23.35 35/7 1149 -
Natco Pharma 2 2003 36.4 213 1790 474.5 26.1 6.75 0.1 12.3 2003 420.1 101.0 - - -13 - - 48.92 0 32.24 71.6 12376 679.75 738/450 12498 26.1
Nectar Lifesciences 1 1903 22.4 49 2785 47.3 2.1 0.05 0.7 4.3 1912 652.5 8.9 1912N 1802.6 -9 24.3 -19 44.35 0 2.30 40.0 509 22.70 30/7 1290 12.2
Neuland Laborat 10 2003 12.8 550 763 15.9 12.4 2.00 0.3 2.3 2003 191.9 -9.3 - - 16 - - 36.19 4 33.82 11.5 752 586.25 604/247 925 47.4
*NGL Fine-Chem Li 5 2003 3.1 164 152 10.6 17.2 1.75 0.3 10.5 2003 35.5 0.1 - - 7 - - 73.81 0 0.00 4.8 224 362.70 566/220 244 21.0
Novartis 5 2003 12.3 292 438 10.1 4.1 10.00 0.0 1.4 2003 93.7 6.8 - - -9 - - 70.67 0 0.86 41.1 1385 560.80 780/420 773 137.4

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 47


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
P&G Health 10 U2003 16.6 616 1155 205.2 98.9 - 0.0 20.1 2003 228.1 46.5 - - 7 - - 51.81 0 15.01 45.5 6894 4153.20 5121/2928 5651 41.9
*Panacea Biotec L 1 2003 6.1 146 158 -153.1 -25.0 - 0.4 - 2003 56.8 -32.5 - - -69 - - 73.59 69 1.61 10.6 1170 191.05 263/90 1319 -
Pfizer Ltd. 10 2003 45.7 742 2152 509.1 111.3 330.00 0.0 15.0 2003 502.0 103.0 - - 7 - - 63.92 0 16.34 82.8 18712 4090.15 5173/2798 16800 36.8
Piramal Enterprises 2 2003 45.1* 1003 4219 144.8 6.4 14.00 0.6 0.6 2003 988.7 -484.3 - - 22 - - 46.06 0 39.10 134.1 32685 1449.20 1997/608 43856 219.0
RPG Life Sciences 8 2003 13.2 107 376 29.0 17.5 4.00 0.2 16.4 2003 88.7 3.0 - - 10 - - 72.06 0 0.38 15.9 451 272.85 351/146 486 15.6
*Sanofi India 10 1912 23.0 1060 3071 414.2 179.8 349.00 0.0 16.9 2003 784.5 85.4 2003Q 784.5 9 85.4 -8 60.39 0 28.68 35.0 17560 7624.60 8528/5610 16430 43.2
Sequent Scientific 2 2003 49.7 36 227 21.3 0.9 - 0.0 2.4 2003 62.3 6.8 - - 49 - - 56.15 71 12.54 15.8 2305 92.80 100/52 2342 -
Shilpa Medicare L 1 2003 8.2 178 806 193.7 23.8 1.10 0.1 13.3 2003 197.9 57.9 - - 23 - - 53.80 10 26.92 14.9 4143 508.15 592/191 4212 21.4
SMS Lifesciences Ind 10 1903 3.0 347 344 16.6 55.0 1.50 0.4 15.8 1912 46.4 -0.3 1912N 210.7 -14 7.7 -39 67.99 9 0.17 10.3 97 319.35 554/157 134 8.2
SMS Pharmaceuticals 1 2003 8.5 43 412 32.7 3.9 0.20 0.4 8.9 2003 96.5 6.2 - - -67 - - 67.29 9 0.53 15.7 609 71.90 74/24 724 18.6
Solara Active Pharma 10 2003 26.9* 406 1322 112.5 41.9 - 0.5 10.3 2003 296.8 18.2 - - 4 - - 41.88 0 23.27 53.4 1762 656.05 737/275 2127 14.5
Strides Pharma Scien 10 2003 89.6* 354 1674 111.7 12.5 14.00 0.2 3.5 2003 441.7 26.4 - - 12 - - 31.27 51 47.67 73.3 3763 420.15 547/271 4391 33.7
Sun Pharma. 1 2003 239.9 102 12532 3211.1 13.4 4.00 0.3 13.2 2003 2836.1 1155.8 - - 25 - - 54.68 13 32.36 631.2 118395 493.45 513/315 123905 36.9
Suven Life Sciences 1 2003 12.7 30 14 -13.8 -1.1 - 0.0 - 2003 8.7 -2.6 - - -98 - - 60.00 0 4.80 69.6 487 38.30 335/19 511 -
Suven Pharmaceutical 1 2003 12.7 62 834 270.1 21.2 - 0.1 34.5 2003 184.8 53.2 - - - - - 60.00 0 8.18 60.7 6491 509.95 531/174 6561 -
*Syncom Formul. 1 2003 78.1 2 206 14.3 0.2 - 0.1 9.8 2003 43.0 3.5 - - 29 - - 40.47 0 0.00 41.7 143 1.83 2/0 144 -
Themis Medicare Ltd. 10 2003 9.2 173 202 15.9 17.3 1.75 0.5 10.0 2003 46.2 5.2 - - 5 - - 67.26 0 0.01 3.9 351 382.20 458/140 424 22.1
Torrent Pharmac 5 2003 84.6 303 6168 939.0 55.5 32.00 0.9 18.3 2003 1491.0 168.0 - - 6 - - 71.24 0 20.76 40.8 39814 2352.75 2679/1453 44043 42.4
TTK Healthcare Ltd. 10 1903 14.1 175 628 24.4 17.2 5.00 0.1 9.7 1912 165.8 4.5 1912N 509.3 4 11.9 -39 74.56 0 4.45 13.1 620 439.00 620/262 523 36.8
*Tyche Industries 10 2003 10.3 75 74 17.6 17.1 1.00 0.0 22.8 2003 14.8 3.4 - - 39 - - 61.96 0 0.00 3.4 157 153.60 154/36 128 9.0
Unichem Labs 2 2003 14.1 376 905 -56.3 -8.0 4.00 0.0 - 2003 216.1 -11.5 - - -0 - - 50.74 0 11.21 36.4 1326 188.30 201/75 1135 -
Vivimed Labs 2 1903 16.6 64 252 6.2 0.7 - 0.6 1.1 1912 62.8 -4.5 1912N 221.5 25 -7.4 -308 32.79 63 3.55 30.6 101 12.23 19/7 380 -
Wintac Ltd. 10 2003 10.0 -8 85 -3.1 -3.1 - -14.6 - 2003 29.2 1.2 - - 20 - - 54.98 0 0.01 5.0 181 180.90 210/64 245 -
Wockhardt Ltd. 5 2003 55.4 90 890 -231.1 -20.9 - 1.2 - 2003 162.2 -78.5 - - -34 - - 72.13 37 5.08 117.3 2918 263.50 412/147 3961 -
Zenotech Laboratorie 10 2003 61.0 8 26 10.8 1.8 - 0.5 21.7 2003 5.3 -0.0 - - 147 - - 68.84 0 0.00 6.2 141 23.10 35/12 148 13.1
Zim Laboratories 10 2003 16.2 94 274 1.7 1.1 - 0.4 1.1 2003 67.9 1.5 - - -13 - - 33.38 0 0.00 4.3 115 70.95 139/42 174 66.0
*Zota Healthcare 10 2003 24.6* 28 95 2.8 1.1 1.00 0.0 4.0 2003 23.1 0.7 - - 9 - - 69.92 0 0.00 2.5 352 143.40XB 237/121 350 127.7
72 PHOTOGRAPHIC & ALLI ED PRODUCTS
IND. COMPOSITE 11 52
Universus Photo Imag 10 1903 10.9 10 0 -0.0 -0.0 - -0.7 - - - - - - - - - 74.54 0 0.01 37.8 105 95.55 109/38 105 -
73 PLANTATIONS - TEA AND C OFFEE
IND. COMPOSITE 312 9931 951 47
Andrew Yule & Co 2 1903 97.8 4 311 8.7 0.2 - 0.3 4.6 1912 85.9 3.8 1912N 257.2 8 9.7 -20 89.24 0 4.75 29.5 709 14.50 18/6 679 -
Aspinwall and Co 10 1903 7.8 174 272 8.0 10.2 3.00 0.5 5.9 1909 57.6 -0.7 1909H 113.0 -8 -3.5 44 64.45 0 0.00 2.7 101 129.80 169/71 163 9.4
*Bombay Burmah 2 2003 14.0 34 214 -17.0 -2.4 1.20 1.6 - 2003 47.5 -18.0 - - -3 - - 65.93 1 7.96 31.0 8558 1226.50 1381/538 8949 -
CCL Products India 2 2003 26.6 60 823 238.9 18.0 5.00 0.6 30.1 2003 170.2 96.4 - - 6 - - 45.83 0 26.74 28.6 3230 242.80 259/137 3552 13.5
*Dhunseri Tea & Indus 10 2003 7.0 952 177 66.5 94.9 2.50 0.1 10.0 2003 22.2 -25.8 - - 7 - - 67.12 0 3.76 16.9 120 171.10 214/90 149 1.8
*Goodricke Group 10 2003 21.6 139 791 16.3 7.6 - 0.2 5.4 2003 87.9 -46.9 - - 11 - - 74.00 0 0.00 15.0 476 220.40 254/90 510 29.2
Jayshree Tea 5 1903 14.4 93 561 3.1 1.1 0.35 1.5 1.1 1912 144.3 -15.8 1912N 402.9 -12 -13.4 -139 50.38 0 7.49 24.1 151 52.25 62/24 538 -
*Rossell India 2 2003 7.3 51 309 18.6 5.1 0.20 0.7 10.0 2003 54.2 -18.8 - - 27 - - 74.91 0 7.91 7.0 276 75.25 89/33 400 14.9
Tata Coffee Ltd. 1 2003 18.7 54 719 73.2 3.9 1.50 0.1 7.3 2003 167.3 4.0 - - 10 - - 57.48 0 5.86 99.9 1550 83.00 107/47 1633 21.2
Tata Consumer Produc 1 2003 92.2 118 5690 523.5 5.7 2.70 0.0 4.8 2003 1335.3 70.9 - - 6 - - 34.68 3 38.87 359.9 39650 430.25 438/214 39181 94.5
*The United Nilgiri 10 2003 5.0 309 63 10.7 21.4 2.70 0.0 6.9 2003 16.2 0.2 - - -12 - - 49.79 0 15.83 2.9 129 257.95 376/165 111 12.0
74 PLASTICS - OTHERS
IND. COMPOSITE 648 23321 1777 26
Apollo Pipes 10 2003 13.1 234 408 28.5 21.8 - 0.5 9.3 2003 94.1 6.2 - - 15 - - 47.10 0 15.29 5.8 420 320.40 522/220 369 14.7
Astral Poly Technik 1 2003 15.1* 88 2043 200.8 13.3 1.00 0.1 15.1 2003 505.7 39.3 - - 25 - - 55.74 0 28.88 45.0 13906 922.95XB 1265/748 13991 69.3
*Captain Polyplast L 2 2003 10.1 11 186 12.6 2.5 0.04 1.4 23.6 2003 49.4 3.0 - - 44 - - 74.92 16 0.00 2.1 187 37.05 40/21 241 14.8
*Dhunseri Ventures 10 2003 35.0 241 18 17.8 5.1 0.50 0.1 2.1 2003 2.5 -22.2 - - -97 - - 74.99 0 3.64 20.2 192 54.75 87/43 231 10.8
*Finolex Industri 10 2003 124.1 156 2986 324.2 26.1 - 0.0 16.8 2003 766.1 55.7 - - 4 - - 52.47 0 14.97 118.3 5971 481.20 635/283 6033 18.4
Kingfa Science & Tec 10 2003 12.1 288 742 24.6 20.3 - 0.1 7.1 2003 179.4 0.6 - - 8 - - 74.99 0 6.57 7.9 480 396.50 710/306 444 19.5
*Kkalpana lndustries 2 2003 18.8 37 1762 30.6 3.3 0.12 0.4 8.8 2003 390.6 16.3 - - -6 - - 74.84 0 0.00 5.4 204 21.65 25/12 307 6.6
*Kriti Industries 1 2003 5.0 21 534 19.2 3.9 0.15 0.8 18.5 2003 68.5 6.5 - - 3 - - 66.12 0 0.00 5.9 94 18.85 31/10 148 4.9
*Mayur Uniquoters 5 2003 22.7 130 516 80.6 17.8 4.00 0.0 13.7 2003 139.4 26.6 - - -16 - - 61.47 0 10.82 23.0 1006 221.90 305/118 1006 12.5
*Mitsu Chem Plast 10 2003 12.1* 25 139 4.0 3.3 0.20 1.8 13.2 - - - - - - - - 66.30 7 0.00 0.1 92 76.25XB 116/44 140 -
Mold-Tek Packaging 5 2003 13.9 71 437 38.2 13.8 5.00 0.5 19.4 2003 106.5 8.0 - - 13 - - 34.69 5 23.13 23.5 556 200.65 322/146 644 14.6
*Multibase India Ltd. 10 2003 12.6 85 60 7.5 6.0 - 0.0 7.0 2003 13.6 2.1 - - -48 - - 74.99 0 1.38 8.6 174 138.05 185/70 125 23.1
*Nilkamal Ltd. 10 2003 14.9 639 2081 122.0 81.8 15.00 0.1 12.8 2003 491.7 21.2 - - -9 - - 64.31 0 19.04 23.0 1805 1209.75 1544/890 1849 14.8
Pil Italica Lifestyl 1 2003 23.5 3 49 0.8 0.0 - 0.0 1.3 2003 11.0 -1.5 - - -6 - - 66.11 0 0.64 11.3 131 5.56 11/3 131 -
*Plastiblends Ind 5 2003 13.0 108 606 37.2 14.3 1.25 0.3 13.2 2003 140.6 5.0 - - 1 - - 63.64 0 3.29 9.8 434 167.00 243/96 502 11.7
*Prakash Pipes 10 2003 20.4 65 385 24.8 12.1 - 0.0 18.7 2003 86.3 4.2 - - 16 - - 39.35 49 1.58 73.9 124 60.90 93/21 124 5.0
*Prince Pipes & Fitti 10 2003 110.0 76 1636 112.5 10.2 1.00 0.6 13.4 2003 430.8 28.3 - - 12 - - 63.24 0 20.21 53.6 1205 109.50 197/75 1434 10.7
Responsive Industrie 1 1903 26.7 24 629 28.4 1.1 0.12 0.2 4.4 1912 99.7 5.9 1912N 346.7 -37 32.7 -18 50.13 0 8.15 2.8 2458 92.10 105/68 2552 -
Shaily Engineering P 10 2003 8.3 192 336 23.6 28.4 - 0.7 14.8 2003 79.6 7.0 - - -2 - - 51.07 0 15.94 4.5 343 412.65 776/180 440 14.6
Sintex Plastics Tech 1 1903 63.1 13 16 -2.3 -0.0 - 0.0 - 1912 0.0 -2.8 1912N 0.2 - -321.4 -6924 13.10 24 0.77 273.2 203 3.22 7/1 204 -
Supreme Inds. 2 2003 25.4 168 5511 496.4 39.1 14.00 0.1 23.3 2003 1430.4 153.1 - - 0 - - 49.93 0 32.02 37.7 14042 1105.45 1414/791 14168 28.3
*TPL Plastech Ltd. 10 2003 7.8 111 209 10.6 13.6 3.50 0.7 12.2 2003 48.9 2.0 - - 3 - - 74.99 0 0.10 6.1 89 114.55 158/57 139 8.4
VIP Indus. 2 2003 28.3 39 1714 88.7 6.3 3.20 0.2 16.2 2003 307.9 -5.6 - - 4 - - 53.45 0 18.36 89.5 3613 255.70 520/188 3690 40.7
Wim Plast Ltd 10 2003 12.0 292 317 45.3 37.7 7.00 0.0 12.9 2003 76.5 11.3 - - -4 - - 69.90 0 10.10 7.2 385 320.85 490/211 381 8.5
75 POWER - GENERATION/ DIS TRIBUTION
IND. COMPOSITE 49679 178907 1 7678 10
Adani Green Energy 10 2003 1564.0 14 1247 134.3 0.9 - 2.1 6.1 2003 56.0 64.7 - - 1017 - - 74.91 15 21.32 94.1 58236 372.35 487/43 61145 -
Adani Power Ltd. 10 2003 3856.9* 41 1005 -1340.6 -3.5 - 2.1 - 2003 531.3 -79.0 - - -80 - - 74.97 32 20.67 303.8 13422 34.80 74/24 32033 -
*BF Utilities Ltd. 5 2003 18.8 35 19 2.5 0.7 - 0.3 1.9 2003 3.4 0.7 - - 1 - - 55.98 0 1.35 44.1 743 197.15 361/134 739 -
*CESC Ltd. 10 2003 132.6 757 7836 918.0 69.3 20.00 0.6 9.1 2003 1583.0 250.0 - - 3 - - 49.91 0 41.28 54.2 8373 631.65 855/366 14077 9.1
Guj. Industries 10 2003 151.3 182 1379 248.0 16.4 2.90 0.2 9.0 2003 342.5 61.9 - - -1 - - 55.69 0 15.82 52.9 1065 70.40 87/43 1287 4.3
GVK Power & Infrastr 1 1903 157.9 12 23 113.9 0.7 - 0.3 6.2 1912 3.1 12.1 1912N 20.0 113 47.6 7 54.25 0 4.07 255.7 379 2.40 6/2 850 -
*India Power Corp 1 2003 97.4 16 481 16.7 0.2 0.05 0.3 1.1 2003 128.1 2.1 - - -13 - - 59.49 67 0.12 4.1 886 9.10 16/4 1146 -
Jaiprakash Power Ven 10 2003 6840.5 9 3284 -3504.6 -5.1 - 1.0 - 2003 698.5 -79.8 - - -12 - - 26.06 87 40.01 299.6 1423 2.08 3/1 9949 -
JSW Energy Ltd. 10 2003 1642.8* 57 4314 497.8 3.0 1.00 0.2 5.3 2003 1016.0 95.1 - - -18 - - 74.88 54 16.37 119.6 7573 46.10 80/35 9515 15.2
*Nava Bharat Ventures 2 2003 35.2 168 1080 128.6 7.3 1.50 0.1 4.3 2003 322.3 40.2 - - -16 - - 46.30 0 21.45 24.7 898 50.95 99/32 1098 7.0
*NHPC 10 2003 10045.0 30 8735 3007.2 3.0 1.50 0.6 10.0 2003 1913.6 382.9 - - 10 - - 70.94 0 18.83 656.4 20391 20.30 29/15 37451 6.8

48 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
*NLC India L 10 2003 1386.6 91 7916 1413.8 10.2 7.06 1.0 11.2 2003 2274.5 392.5 - - 8 - - 79.20 0 12.58 100.0 6372 45.95 73/35 18039 4.5
*NTPC 10 2003 9894.6 115 97700 10112.8 10.2 3.15 1.3 8.9 2003 27246.9 1252.4 - - 2 - - 51.01 0 46.09 605.2 89447 90.40 134/74 222503 8.8
Orient Green Power C 10 2003 750.7 10 74 29.3 0.4 - 0.3 3.8 2003 53.4 32.2 - - -27 - - 48.72 100 7.77 31.7 163 2.17 5/1 416 -
*PTC India 10 2003 296.0 119 16443 320.1 10.8 5.50 0.3 9.1 2003 3255.3 64.2 - - 22 - - 16.21 0 54.34 142.8 1470 49.65 68/32 2307 4.6
*RattanIndia Power 10 2003 4939.8 10 1774 1898.7 3.8 - 3.1 40.0 2003 294.3 -51.9 - - -9 - - 39.33 86 25.82 152.8 1141 2.31 3/1 6704 0.6
Ravindra Energy Ltd. 10 2003 119.6 19 353 0.6 0.1 - 0.8 0.3 2003 235.2 -5.2 - - 2 - - 74.50 11 0.00 69.3 320 26.75 42/18 490 -
Reliance Infrastruct 10 2003 263.0 397 1319 1031.3 39.2 - 0.4 9.9 2003 358.5 30.3 - - 46 - - 14.59 66 22.59 792.0 978 37.20 54/9 5717 0.9
Reliance Power L 10 2003 2805.1 31 54 -388.8 -1.4 - 0.5 - 2003 6.1 -264.9 - - 28 - - 19.28 54 12.22 3096.9 1094 3.90 5/1 7831 -
*SJVN Ltd. 10 2003 3929.8 30 2702 1651.9 4.2 2.20 0.2 14.0 2003 539.8 399.4 - - 17 - - 86.76 0 9.14 97.8 8822 22.45 28/17 7857 5.3
Tata Power Co. 1 2003 270.5 56 7726 148.1 0.5 1.55 1.2 1.0 2003 1764.4 -309.9 - - 3 - - 37.21 4 45.50 358.5 13619 50.35 70/27 30504 -
Torrent Power Ltd. 10 2003 480.6 191 13442 1238.1 25.8 11.60 0.9 13.5 2003 2930.7 -222.2 - - 4 - - 53.56 49 26.84 111.9 15690 326.45 349/240 23697 12.7
76 POWER - TRANSMISSIO N/E QUIPMENT
IND. COMPOSITE 6566 62769 11700 11
Adani Transmission L 10 2003 1099.8 44 858 5.5 0.1 - 5.4 0.1 2003 665.3 22.2 - - -66 - - 74.91 54 23.25 42.4 26560 241.50 366/148 35805 -
GE Power India 10 2003 67.2 137 2446 85.1 12.7 2.00 0.0 9.2 2003 732.7 15.1 - - 10 - - 68.57 0 18.35 32.7 3464 515.20 859/363 2636 40.7
*GE T&D India 2 2003 51.2 41 3159 -302.6 -11.8 - 0.1 - 2003 664.2 -187.1 - - -25 - - 74.99 0 17.15 36.6 2107 82.30 233/58 2128 -
*Indo Tech Transforme 10 2003 10.6 119 205 1.9 1.8 - 0.0 1.5 2003 36.6 -1.0 - - 16 - - 74.34 0 0.00 8.8 106 99.95 145/69 76 55.3
Kalpataru Power 2 2003 30.9 229 7904 463.0 29.9 3.50 0.2 13.1 2003 2303.0 107.0 - - 21 - - 54.36 58 36.91 35.1 4057 262.20 520/170 4519 8.8
KEC International Lt 2 2003 51.4 110 10471 545.7 21.2 3.40 0.6 19.2 2003 3241.1 181.5 - - 10 - - 51.66 0 36.15 89.9 7085 275.60 358/155 8360 13.0
Power Grid Corpo 10 2003 5231.6 123 36186 10811.2 20.7 10.00 2.3 16.8 2003 9704.5 3182.7 - - 6 - - 51.33 0 43.65 556.3 90323 172.65 216/130 221331 8.4
*Transformers & Recti 1 2003 13.3 25 683 0.5 0.0 - 0.7 0.2 2003 161.7 -1.6 - - -14 - - 74.90 22 0.00 35.2 156 11.79 15/5 364 -
Voltamp Transformers 10 2003 10.1 740 859 89.4 88.3 25.00 0.0 11.9 2003 225.0 11.5 - - 11 - - 50.00 0 37.40 14.9 1116 1103.15 1475/710 1105 12.5
77 PROJECT CONSULTANCY /TURNKEY
IND. COMPOSITE 1658 8750 1089 11
*Engineers India 5 2003 316.0 37 3203 430.2 6.8 5.15 0.0 18.3 2003 853.8 129.7 - - 28 - - 51.49 0 33.10 193.9 4597 72.75 123/50 1936 10.7
*OM Metals Infraproje 1 2003 9.6 66 187 17.8 1.9 0.20 0.1 2.8 2003 57.6 18.1 - - -20 - - 71.68 0 0.86 15.7 156 16.25 29/10 190 8.6
*Power Mech Projects 10 2003 14.7 602 2045 110.7 75.2 1.00 0.4 12.5 2003 548.2 22.2 - - 28 - - 62.49 0 14.40 12.7 695 472.40 966/310 935 6.3
*Prozone Intu Propert 2 2003 30.5 55 10 5.2 0.3 - 0.0 0.6 2003 2.4 1.4 - - 20 - - 30.40 0 7.78 30.1 282 18.45 29/7 294 -
Reliance Ind.Inf 10 2003 15.1 223 80 7.9 5.2 3.00 0.0 2.4 2003 19.5 2.1 - - -5 - - 45.43 0 0.45 78.1 647 428.70 479/164 646 81.7
*Rites Ltd. 10 2003 250.0* 103 2401 596.4 23.9 16.00 0.0 23.1 2003 552.6 131.4 - - 47 - - 72.01 0 19.29 77.3 6388 255.50XB 331/191 2919 10.7
*Shriram EPC Ltd. 10 2003 971.5 12 681 -81.0 -0.8 - 0.5 - 2003 121.1 -91.4 - - 33 - - 28.75 64 66.55 20.3 432 4.45 14/2 974 -
*Urja Global 1 2003 50.7 2 145 1.6 0.0 - 0.0 1.3 2003 27.1 0.9 - - 37 - - 31.54 0 0.80 74.4 202 3.99 5/1 203 -
78 REFINERIES
IND. COMPOSITE 23381 1510579 3 5885 37
Adani Gas 1 2003 110.0 13 1875 436.2 4.0 0.25 0.3 29.5 2003 462.3 122.1 - - 13 - - 74.80 0 20.68 108.8 16706 151.90 195/77 16892 38.3
Bharat Petroleum 10 2003 2169.3 154 284383 2683.2 12.4 21.67 0.7 8.0 2003 68991.4 -1361.0 - - -4 - - 52.97 0 31.88 223.1 81640 376.35 550/252 108754 30.4
Chennai Petro. 10 2003 148.9 80 37117 -2077.6 -139.5 - 1.9 - 2003 8584.6 -1637.6 - - -9 - - 67.28 0 19.97 68.4 1208 81.15 210/48 6969 -
Hind. Petrol 10 2003 1523.8 190 268766 2637.3 17.3 20.00 0.9 9.1 2003 66154.9 26.8 - - -2 - - 51.11 0 39.36 247.1 32023 210.15 329/155 57038 12.1
*Indian Oil Corp 10 2003 9414.2 100 486256 1313.2 1.4 4.25 0.8 1.4 2003 118439.1 -5185.3 - - -8 - - 51.49 0 20.58 586.5 81103 86.15 156/71 164272 61.8
Mangalore Refine 10 2003 1752.6 45 60752 -2707.7 -15.4 - 0.8 - 2003 17545.1 -1596.4 - - -8 - - 88.58 0 4.59 321.7 6388 36.45 63/21 13978 -
*PetronetLNG 10 2003 1500.0 73 35452 2697.6 18.0 1.25 0.0 24.6 2003 8567.1 359.0 - - -10 - - 49.99 0 37.10 311.2 39255 261.70 302/171 36396 14.6
*Reliance Inds. 10 2003 6761.8* 706 335978 30903.0 45.7 5.50 0.4 6.5 2003 73956.0 2580.0 - - -9 - - 49.14 0 37.33 2579.0 1270213 1878.50 1884/900 1423640 41.1
79 RETAIL
IND. COMPOSITE 2000 75931 2338 68
Aditya Birla Fashion 10 2003 864.4* 24 8743 -145.2 -1.7 - 0.8 - 2003 1817.4 -140.3 - - 12 - - 59.06 0 29.77 151.7 10490 121.35 267/98 11630 -
Avenue Supermarts 10 2003 647.8 172 24675 1349.9 20.8 - 0.1 12.1 2003 6193.5 286.9 - - 24 - - 74.98 0 16.39 283.2 150423 2322.15 2559/1350 150634 111.4
Future Enterprises 2 1903 91.0 87 4566 24.0 0.5 - 1.6 0.6 1912 1278.8 3.0 1912N 3699.6 11 6.4 129 50.72 88 4.52 50.0 560 12.30 34/8 6840 10.6
Future Lifestyle 2 1903 40.4 82 5377 145.4 7.2 1.40 0.5 8.8 1912 1666.6 56.8 1912N 4620.1 13 90.1 -17 45.77 100 41.53 35.7 2434 120.65 499/91 3124 19.2
Future Retail L 2 1903 108.4 71 20165 732.8 13.5 - 0.7 19.0 1912 5129.7 170.7 1912N 15673.0 6 504.4 -5 41.73 75 23.29 96.2 5734 105.75 479/61 8035 8.1
Kewal Kiran Clothing 10 2003 12.3 362 530 73.0 59.3 43.00 0.2 16.4 2003 126.6 15.8 - - 9 - - 74.25 0 21.15 5.2 904 733.10 1180/572 944 12.4
Shoppers Stop 5 2003 44.0 16 3381 -140.9 -16.0 - 0.0 - 2003 709.2 -132.8 - - -1 - - 63.85 13 28.08 16.8 1478 168.00 484/131 1462 -
SORIL Infra Resource 10 1903 31.5 73 150 15.0 4.8 - 1.5 6.5 1912 44.4 0.3 1912N 135.7 29 -3.0 -132 64.70 0 12.72 14.5 188 59.55 175/37 512 -
*Spencer’s Retail 5 2003 39.8 50 2373 -57.0 -7.2 - 0.0 - 2003 553.6 -25.2 - - 9 - - 54.70 0 7.88 66.9 756 95.05 112/53 537 -
Trent Ltd. 1 2003 35.5 70 3178 154.6 4.3 1.00 0.2 6.2 2003 722.8 2.6 - - 32 - - 37.00 0 36.76 66.1 22328 628.10 804/368 22671 144.4
V Mart Retail 10 2003 18.2* 253 1662 49.3 27.2 - 0.0 10.8 2003 332.7 -8.4 - - 22 - - 51.98 0 38.59 21.9 3444 1895.95 2545/1294 3428 69.8
*V2 Retail 10 2003 34.1 82 701 10.1 3.0 - 0.0 3.6 2003 129.2 -11.6 - - -2 - - 53.61 0 11.66 24.4 181 53.10 179/32 183 17.9
Vaibhav Global 10 2003 32.4* 167 431 127.4 39.3 33.74 0.1 23.6 2003 92.3 106.1 - - -4 - - 58.61 0 31.28 5.5 4266 1317.75 1493/490 4152 33.5
80 RUBBER
IND. COMPOSITE 105 2030 100 16
Apcotex Industries L 2 2003 10.4 48 496 16.6 3.2 3.00 0.0 6.6 2003 115.6 3.1 - - -20 - - 58.01 0 0.66 22.9 678 130.80 230/64 672 40.8
Elgi Rubber Co. 1 1903 5.0 52 203 0.5 0.1 - 0.5 0.2 1912 49.0 0.9 1912N 138.7 -6 3.1 217 65.50 0 2.27 9.6 95 18.95 27/9 187 -
*Harrisons Malaya 10 2003 18.5 43 387 9.3 5.0 - 1.3 11.8 2003 91.5 3.2 - - 16 - - 54.03 0 0.32 23.1 156 84.65 92/44 259 16.8
*Indag Rubber 2 2003 5.3 71 187 13.3 5.1 2.40 0.0 7.1 2003 35.4 1.8 - - 19 - - 73.36 0 2.26 5.6 173 65.85 109/46 168 13.0
*Pix Transmission 10 2003 13.6 171 298 26.8 19.7 - 0.5 11.5 2003 76.9 6.7 - - 3 - - 61.53 0 1.44 12.9 160 117.15 180/78 262 6.0
Rubfila Internationa 5 1903 24.7 27 214 17.0 3.4 1.00 0.0 12.8 1912 56.5 3.0 1912N 175.2 10 11.0 -17 59.19 0 0.12 39.3 182 36.85 42/20 179 12.4
Vikas Ecotech L 1 1903 28.0 5 245 16.4 0.6 0.05 1.1 11.4 1912 51.7 -1.6 1912N 155.8 -4 7.8 -42 32.51 0 8.27 45.3 103 3.68 6/1 244 -
81 SERVICES - OTHERS
IND. COMPOSITE 690 20598 1024 29
BLS International Se 1 2003 10.2 4 53 23.1 2.3 0.04 0.2 55.5 2003 13.4 1.8 - - -0 - - 74.24 0 3.20 17.4 644 62.85 98/27 638 27.9
CARE Ratings 10 2003 29.5 180 219 80.5 27.3 19.50 0.0 15.1 2003 57.7 13.9 - - -25 - - 0.00 0 53.67 55.2 1229 417.05 910/236 1208 15.3
*Career Point 10 2003 18.2 224 52 16.4 9.0 3.00 0.2 4.0 2003 8.0 -0.3 - - -17 - - 63.64 0 0.95 11.6 249 137.15 202/49 313 17.3
Central Depository 10 2003 104.5 55 168 77.3 7.4 - 0.0 13.6 2003 45.3 21.0 - - 7 - - 20.00 0 43.69 144.9 3042 291.10 311/180 3011 39.3
*Crisil 1 1912 7.2* 105 1179 266.3 36.7 32.00 0.0 35.1 2003 299.1 81.1 2003Q 299.1 3 81.1 59 67.21 0 17.93 33.5 12936 1784.25 2070/1084 12863 43.7
ICRA Ltd. 10 1903 9.7 568 230 96.0 99.4 30.00 0.0 17.5 1912 52.7 15.9 1912N 155.0 -10 43.9 -42 51.86 0 39.83 12.6 2416 2503.55 3275/1968 2077 37.6
IndiaMART InterMESH 10 2003 28.9 95 624 146.2 50.6 10.00 0.0 53.3 2003 165.8 40.0 - - 26 - - 52.34 0 15.31 18.0 6442 2227.55 2862/952 6369 44.0
Just Dial 10 2003 64.9 198 953 272.3 42.0 - 0.0 21.1 2003 234.9 76.1 - - 9 - - 33.43 2 57.34 40.4 2432 374.65 794/251 2395 8.9
Kapston Facilities 10 2003 10.1 44 213 10.2 10.1 - 0.7 22.7 - - - - - - - - 72.86 70 0.00 0.2 90 88.65XB 113/64 112 -
Matrimony.com 5 2003 11.4* 99 367 28.7 12.6 3.50 0.0 12.7 2003 92.9 7.9 - - 8 - - 50.43 0 43.15 8.5 879 385.85 639/251 813 30.6
MT Educare Ltd. 10 1903 72.2 31 182 7.3 1.0 - 0.2 3.3 1912 42.1 2.4 1912N 130.3 -8 4.7 1498 77.46 58 0.00 13.5 109 15.10 39/6 153 9.3
Nesco Ltd. 2 2003 14.1 192 432 233.8 33.2 0.44 0.0 17.3 2003 117.7 52.9 - - 18 - - 68.32 0 8.30 25.9 3041 431.60 817/381 3037 13.0
Nxtdigital L 10 1903 20.6 958 45 -47.2 -23.0 17.50 0.3 - 1912 12.8 11.3 1912N 34.9 -5 -70.1 -1 70.82 0 6.52 8.7 813 395.45 489/192 1359 -

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 49


Databank Updated as on July 10, 2020

AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Quess Corp 10 2003 147.6* 157 7740 -336.9 -22.8 - 0.2 - 2003 2179.4 -507.9 - - 36 - - 54.86 0 31.22 93.1 5036 341.25 639/165 5207 -
*S Chand & Company 5 2003 17.5 224 151 -39.7 -11.4 - 0.1 - 2003 118.0 16.5 - - -5 - - 47.29 0 12.46 46.6 197 56.25 104/34 293 -
Security and Intelli 5 2003 73.3* 52 2996 86.3 5.9 2.00 0.7 11.4 2003 785.9 -53.6 - - 21 - - 74.33 0 18.62 16.9 5538 377.60XS 624/324 5880 64.2
TeamLease Service 10 2003 17.1 333 4783 41.6 24.3 - 0.0 7.3 2003 1221.9 -28.7 - - 17 - - 40.01 1 51.27 8.4 3102 1814.15 3192/1421 2991 74.6
Zee Learn Ltd. 1 1903 32.6 13 210 61.7 1.9 0.10 0.4 14.9 1912 34.9 12.7 1912N 142.9 14 52.2 40 57.17 81 23.57 94.8 478 14.65 28/11 636 6.2
82 SHIP - DOCKS/BREAKI NG/ REPAIRS
IND. COMPOSITE 1467 5771 -9387 10
Cochin Shipyard 10 2003 131.5 284 3422 637.7 48.5 16.63 0.0 17.1 2003 816.7 138.8 - - 20 - - 72.86 0 15.12 154.8 4279 325.30 491/209 1879 6.7
Garden Reach Ship 10 2003 114.6 91 1433 163.5 14.3 7.14 0.0 15.7 2003 456.7 49.7 - - 9 - - 74.50 0 18.50 19.8 2509 219.05 249/105 520 15.3
Gujarat Pipavav Port 10 2003 483.4 43 735 292.4 6.0 5.60 0.0 14.0 2003 161.9 47.9 - - 10 - - 43.00 0 47.85 49.2 3988 82.50 99/46 3455 13.6
Reliance Naval 10 1903 737.6 -139 180 -10481.0 -142.1 - -0.5 - 1912 11.4 -406.1 1912N 58.2 -60 -1082.3 -0 25.23 100 8.50 158.6 224 3.04 10/1 5652 -
83 SHIPPING
IND. COMPOSITE 867 8825 -2207 9
*Essar Shipping 10 2003 207.0 -133 538 -2953.4 -142.7 - 11.4 - 2003 68.3 -2862.6 - - 24 - - 74.36 95 9.07 85.5 158 7.65 11/5 2413 -
Great Eastern 10 2003 147.0 345 2871 280.7 19.1 8.10 0.7 5.5 2003 809.2 -12.6 - - 9 - - 28.82 0 44.05 61.0 3073 209.10 369/169 4554 10.9
Seamec Ltd. 10 2003 25.4 188 365 130.1 51.2 1.00 0.0 27.3 2003 90.6 25.6 - - 42 - - 71.51 0 2.71 9.8 1058 416.00 530/195 1059 8.1
Shipping Corpn. 10 2003 465.8 157 4425 302.4 6.5 0.75 0.6 4.1 2003 1313.8 113.8 - - 10 - - 63.74 0 17.91 159.9 2748 59.00 70/25 5864 9.1
Shreyas Shipping & L 10 1903 22.0 153 625 33.6 15.3 1.20 0.7 10.0 1912 153.1 8.9 1912N 453.9 -2 12.8 -47 68.93 0 1.17 12.8 135 61.55 147/35 373 6.1
84 SUGAR
IND. COMPOSITE 977 42126 859 8
Avadh Sugar & Energy 10 2003 20.0* 296 2559 88.6 44.3 4.00 2.8 15.0 2003 773.1 60.5 - - 12 - - 60.35 24 0.46 18.8 367 183.20XB 364/89 1767 4.1
*Bajaj HindusthanSuga 1 2003 113.4 29 6666 -105.4 -0.9 - 1.6 - 2003 1861.9 45.7 - - 3 - - 15.43 100 46.18 171.5 699 6.17 8/2 6022 -
*Balrampur Chini 1 2003 22.0 108 4741 509.3 23.1 2.50 0.8 21.5 2003 1740.0 234.8 - - 1 - - 41.10 73 35.38 85.9 2828 128.55 195/69 4497 5.6
*Bannari Amman Su 10 2003 12.5 1017 1609 95.6 76.3 10.00 0.6 7.5 2003 478.4 31.3 - - 34 - - 58.69 0 0.25 6.3 1333 1063.10 1600/636 2066 13.9
Dalmia Bharat Sugar 2 2003 16.2 201 2035 198.0 24.5 2.00 0.6 12.2 2003 550.1 62.0 - - 3 - - 74.91 0 2.24 19.8 881 108.85 134/40 1831 4.5
*DCM Shriram In 10 2003 17.4 311 1795 96.0 55.1 5.00 0.9 17.7 2003 462.5 27.4 - - 4 - - 46.88 0 6.69 48.7 243 139.60 196/84 661 2.5
Dhampur Sugar 10 2003 66.4 207 3354 211.4 31.8 6.00 1.3 15.4 2003 1047.0 103.3 - - 19 - - 49.08 1 5.22 42.5 870 131.10 246/66 2530 4.1
Dwarikesh Sugar 1 2003 18.8 26 1336 73.5 3.9 1.00 1.4 15.2 2003 461.7 44.3 - - 0 - - 42.07 0 3.65 40.9 459 24.40 42/13 1094 6.3
EID Parry 1 2003 17.7 97 1875 1.8 0.1 - 0.4 0.1 2003 608.4 68.8 - - -1 - - 44.75 0 8.72 50.3 4784 270.30 296/100 5487 -
KCP Sugar & In 1 1903 11.3 23 318 10.2 0.9 0.10 0.7 3.9 1912 94.8 3.6 1912N 272.4 4 8.8 208 40.58 0 0.00 28.7 170 15.01 17/9 352 6.3
Kothari Sugar 10 1903 82.9 18 331 12.7 1.5 0.50 0.7 8.3 1912 70.6 -7.0 1912N 265.3 28 10.7 451 73.49 0 2.72 23.5 109 13.15 17/7 211 5.1
*Magadh Sugar & Energ 10 2003 14.1* 381 916 83.0 58.9 4.00 1.1 15.5 2003 291.2 54.4 - - 18 - - 60.94 0 0.25 7.6 175 124.15XB 150/54 671 2.1
*Mawana Sugars Ltd. 10 2003 39.1 81 1396 -79.7 -20.4 - 0.4 - 2003 440.1 -55.7 - - 9 - - 63.49 4 1.66 45.9 111 28.35 49/15 240 -
*Piccadily Agro I 10 2003 94.3 18 400 13.2 1.4 0.20 0.7 7.9 2003 145.3 0.9 - - -2 - - 70.90 0 0.00 10.0 91 9.69 15/5 179 6.9
Ponni Sugars (Erode) 10 2003 8.6 288 310 30.9 36.0 4.00 0.1 12.5 2003 63.4 9.1 - - 143 - - 42.36 0 24.73 7.5 129 149.85 184/87 160 4.2
Sakthi Sugars 10 1903 118.8 4 505 -214.0 -18.0 - 6.6 - 1912 218.7 -0.2 1912N 580.8 129 -87.1 29 59.83 97 19.08 37.4 116 9.75 14/5 401 -
*Shree Renuka Sugars 1 2003 191.7 -1 4568 -551.2 -2.9 - -4.8 - 2003 1308.1 -167.5 - - 9 - - 58.33 45 26.76 158.5 1754 9.15 12/3 4249 -
Triveni Eng.&Ind.Ltd 1 2003 24.8 51 4424 327.5 13.2 1.10 1.5 25.8 2003 1488.6 147.1 - - 28 - - 68.34 0 7.73 45.9 1369 55.20 88/29 2964 4.2
*Ugar Sugar Works 1 2003 11.3 6 966 13.8 1.2 0.10 8.0 21.6 2003 250.7 39.9 - - 43 - - 45.22 0 0.03 29.1 159 14.11 16/7 564 11.5
Uttam Sugar Mills 10 2003 38.1 75 1645 51.6 13.5 - 2.6 18.1 2003 556.7 34.9 - - 24 - - 74.99 33 0.02 15.9 289 75.80 134/39 880 5.6
*Vishwaraj Sugar Ind 10 2003 37.6 59 377 -7.9 -2.1 - 1.5 - 2003 109.6 13.0 - - - - - 32.82 0 2.66 11.6 315 83.95 105/55 633 -
85 TELECOMMUNICATIONS - E QUIPMENT
IND. COMPOSITE 13611 7880 -1532 35
Avantel Ltd. 10 2003 4.1 127 52 10.8 26.5 4.00 0.0 20.8 2003 21.7 4.1 - - -17 - - 40.87 0 0.00 4.6 130 319.50 358/140 119 12.0
DiGiSPICE Technologi 3 U2003 68.4 11 121 -78.8 -3.5 - 0.1 - 2003 24.3 -70.2 - - 70 - - 74.35 0 0.00 17.0 148 6.50 11/3 137 -
GTL Infrastructure 10 2003
12355.0* -0 1417 -1863.5 -1.5 - 0.3 - 2003 369.5 -1120.7 - - -9 - - 3.41 100 66.39 190.5 1100 0.89 1/0 1283 -
HFCL 1 2003 128.4* 13 3547 203.8 1.6 - 0.4 12.4 2003 610.8 2.0 - - -10 - - 38.64 68 6.38 217.6 1779 13.85 22/8 2158 8.7
*ITI 10 2003 925.1 25 2059 150.9 1.6 - -2.3 6.5 2003 650.5 36.5 - - 36 - - 90.30 0 0.03 60.7 11532 124.65 144/45 12705 76.5
Nelco Ltd 10 2003 22.8 23 38 13.7 6.0 1.20 0.8 26.6 2003 10.2 1.7 - - 14 - - 50.20 0 5.83 23.2 473 207.25 296/109 503 34.6
Optiemus Infracom 10 1903 85.8 39 401 2.2 0.3 - 0.7 0.7 1912 84.2 -7.7 1912N 300.3 -11 -23.3 -510 74.92 34 0.60 3.8 190 22.15 66/15 389 -
Prabhat Technologies 10 1903 10.7 24 122 -4.0 -3.8 - 3.9 - 1912 0.2 -3.2 1912N 22.8 -75 -8.7 5 68.76 0 1.71 0.3 385 359.35 430/262 481 -
*Suyog Telematics 10 2003 10.2 125 122 33.0 32.5 0.50 0.5 26.0 2003 31.3 7.7 - - 17 - - 49.63 25 0.00 0.6 272 268.05 475/247 316 8.2
86 TEXTILES
IND. COMPOSITE 3693 104105 3676 12
Alok Industries Ltd. 1 1903 221.1* -63 3129 2282.1 10.3 - -1.8 - 1912 824.9 -189.5 1912N 2453.3 4 -409.6 89 6.14 100 3.24 229.0 9539 43.15 61/1 32333 1.7
*Ambika Cotton Mi 10 2003 5.7 884 623 52.3 91.3 15.00 0.2 10.3 2003 146.8 10.4 - - -5 - - 50.17 0 4.49 11.0 384 671.20 1060/421 451 7.4
*Arvind Fashions 4 2003 39.5* 177 854 -4.9 -0.5 - 0.1 - 2003 205.3 -0.1 - - -18 - - 35.58 0 36.51 167.3 1631 165.35XR 502/111 1701 -
*Arvind Ltd. 10 2003 258.9* 110 6705 171.4 6.6 - 0.9 6.0 2003 1489.6 23.8 - - 9 - - 44.75 0 28.19 193.3 880 34.00 66/19 3355 5.1
AYM Syntex 10 2003 50.0 69 1028 17.4 3.5 - 0.9 5.1 2003 245.4 8.9 - - 7 - - 72.49 0 0.24 7.7 115 23.10 41/13 359 6.6
Bannari Amman Spinni 10 1903 15.8 196 1000 19.3 12.3 1.60 2.0 6.3 1912 242.1 1.2 1912N 688.1 -7 7.8 -54 55.54 0 0.00 5.7 149 94.50 170/65 757 14.6
*Banswara Syntex 10 2003 17.1 200 1289 53.4 31.2 1.50 1.4 15.6 2003 267.4 2.6 - - -0 - - 58.86 0 4.29 8.5 126 73.90 149/50 529 2.4
Binny Ltd. 5 1903 11.2 148 0 -15.0 -6.7 - 1.0 - 1912 0.1 -1.4 1912N 0.3 0 -9.1 3 74.68 68 2.06 9.9 163 73.00 120/48 489 -
*Black Rose Industrie 1 2003 5.1 13 252 20.0 3.9 0.35 0.5 30.6 2003 66.2 4.2 - - 18 - - 74.99 0 0.26 19.5 672 131.70 163/46 693 33.7
Bombay Dyeing 2 2003 41.3 3 1895 327.9 15.9 0.20 21.9 554.2 2003 313.1 47.8 - - -4 - - 53.65 0 5.19 133.3 1588 76.90 103/36 5458 4.8
Bombay Rayon Fashion 10 1903 317.5 80 941 -1687.3 -53.1 - 1.6 - 1912 124.9 -596.7 1912N 376.0 -50 -1594.6 -43 35.60 50 56.78 24.4 217 6.84 10/3 4225 -
*Cantabil Retail Indi 10 2003 16.3 72 338 16.4 10.1 - 0.3 13.9 2003 99.9 4.6 - - 22 - - 74.22 0 0.06 4.8 479 293.25 358/187 515 29.1
Century Enka 10 2003 21.9 469 1423 95.5 43.7 8.00 0.0 9.3 2003 344.3 21.9 - - -20 - - 24.79 0 7.89 42.2 399 182.70 219/100 414 4.2
Cheviot Co Ltd 10 2003 6.5 964 458 48.1 74.4 48.00 0.0 7.7 2003 114.8 3.5 - - 18 - - 74.99 0 0.15 8.9 387 598.50 919/450 370 8.0
*Dollar Industries 2 2003 11.3 82 969 59.5 10.5 0.20 0.5 12.8 2003 237.7 13.3 - - 0 - - 72.20 0 7.24 8.6 730 128.65 241/94 919 12.3
*Donear Industrie 2 2003 10.4 24 548 12.0 2.3 0.20 2.6 9.8 2003 125.9 1.8 - - -3 - - 74.56 0 0.00 9.8 145 27.95 39/18 428 12.2
Filatex India 2 2003 44.2* 27 2782 121.5 5.5 - 1.2 20.4 2003 667.3 21.0 - - -2 - - 60.60 37 5.40 6.9 550 24.90 52/16 1053 4.5
*Ganesha Ecosphere 10 2003 21.8 219 889 63.9 29.3 2.00 0.2 13.4 2003 201.7 16.3 - - -10 - - 40.35 0 15.71 9.6 480 220.10 390/138 553 7.5
*Garware Tech. Fibres 10 2003 21.9 353 945 178.0 81.3 17.00 0.2 23.0 2003 244.2 73.2 - - -4 - - 50.70 0 10.72 16.8 3313 1514.05 1694/873 3410 18.6
Ginni Filaments 10 1903 70.7 25 808 -3.5 -0.5 - 1.5 - 1912 209.6 0.1 1912N 594.6 -0 -1.2 40 61.99 40 0.02 32.6 95 13.39 17/5 366 -
*Gokaldas Exports 5 2003 21.4 53 1362 32.4 7.6 - 1.6 14.2 2003 355.2 7.0 - - 21 - - 33.17 0 12.76 20.2 165 38.50 97/28 534 5.1
*Himatsingka Seid 5 2003 49.2 151 1601 146.6 14.9 0.50 1.5 9.8 2003 301.3 10.6 - - 0 - - 47.56 0 18.47 32.7 580 58.95 174/43 2557 4.0
*Indian Acrylics 10 2003 135.3 10 744 10.7 0.8 - 1.4 7.5 2003 167.4 3.4 - - 19 - - 62.56 25 0.06 98.9 120 8.88 15/6 297 -
Indian Terrain Fashi 2 1903 7.6 61 422 25.7 6.8 - 0.1 11.2 1912 92.2 0.1 1912N 291.7 -4 8.3 -56 30.08 67 38.90 11.1 115 30.40 104/23 140 7.7
Indo Count Inds. 2 2003 39.5 49 2019 73.8 3.7 0.60 0.3 7.6 2003 400.3 14.6 - - 16 - - 58.93 0 7.85 49.2 812 41.15 67/22 1078 11.0
*Indo Rama Synth. 10 2003 261.1 9 2122 -316.1 -12.1 - 2.1 - 2003 476.6 -49.8 - - 31 - - 81.71 0 5.01 16.8 443 16.95 35/8 898 -
JBF Industries 10 1903 81.9 86 2958 -758.1 -92.6 - 2.3 - 1912 727.5 -55.5 1912N 2143.5 -7 -185.6 69 30.55 93 17.52 27.0 92 11.22 22/6 1663 -

50 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


AUDITED ANNUAL LATEST QTR. YEAR TO DATE SHAREHOLDINGS MARKET RELATED DATA

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

No. of Shareholder
Prom. Stake (%)
Latest Qtr. Year

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(10/07/20)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

High/Low
NP (` Cr)
NP (` Cr)

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)
(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
JCT Ltd. 3 1903 209.6 1 800 -64.2 -0.8 - 3.2 - 1912 176.1 -13.5 1912N 541.1 -7 -38.4 -85 28.22 100 47.44 90.4 123 1.47 2/0 306 -
*Jindal Worldwide 1 2003 20.1 19 2017 32.0 1.6 0.05 1.1 8.5 2003 528.5 5.3 - - 6 - - 61.14 14 2.82 3.0 1036 51.65 75/25 1402 32.3
Kitex Garments 1 1903 6.7 89 607 81.5 12.2 1.07 0.1 13.8 1912 250.9 36.6 1912N 592.9 39 89.5 57 55.57 0 0.22 33.5 724 108.85 171/70 712 6.4
*KPR Mill Ltd. 5 2003 34.4 219 2898 294.6 42.8 4.50 0.4 19.6 2003 717.9 40.3 - - 3 - - 75.19 0 17.66 10.8 3324 483.05 714/317 3891 11.3
*Lakshmi Mill Co. 100 2003 7.0 3494 218 -1.5 -21.8 - 0.1 - 2003 50.9 -0.4 - - -6 - - 63.03 0 4.46 5.4 111 1595.00 2248/1100 170 -
*Loyal Textiles M 10 2003 4.8 460 1104 4.3 8.8 - 2.0 1.9 2003 270.4 0.4 - - -14 - - 73.49 0 0.08 1.9 110 228.60 360/161 531 25.8
Ludlow Jute & Specia 10 2003 10.8 150 415 5.0 4.7 - 0.5 3.1 2003 106.3 -0.9 - - 17 - - 67.19 0 0.00 13.6 100 92.90 111/40 173 20.0
*Lux Industries 2 2003 5.1 197 1203 126.0 49.9 12.50 0.4 25.3 2003 286.2 30.6 - - 12 - - 69.50 0 8.19 11.6 3028 1198.95 1680/813 3203 24.0
*Mafatlal Ind 10 2003 13.9 205 1005 -13.7 -9.9 - 0.4 - 2003 208.8 -4.1 - - 3 - - 72.08 70 2.58 99.5 126 90.50 106/51 287 -
Mittal Life Style 10 2003 11.8* 11 100 1.5 1.3 - 0.5 11.4 - - - - - - - - 73.10 0 0.00 0.1 102 86.65XB 161/76 107 -
*Monte Carlo Fashions 10 2003 20.7 263 726 62.7 30.2 5.00 0.1 11.5 2003 109.5 -10.2 - - 10 - - 68.19 0 4.32 35.3 324 156.05 317/128 333 5.2
*Nahar Indust.Ent 10 2003 39.8 184 1573 -24.7 -6.2 - 1.1 - 2003 406.9 -2.6 - - -17 - - 68.81 0 0.45 52.3 103 25.95 33/14 827 -
*Nahar Poly Films Ltd 5 2003 12.3 72 277 32.9 13.4 1.00 0.0 18.7 2003 64.8 9.3 - - 9 - - 70.29 0 0.00 17.2 141 57.25 75/22 140 4.3
*Nahar Spg Mills 5 2003 18.0 227 2083 -53.1 -14.7 - 0.9 - 2003 568.6 -13.4 - - -10 - - 65.64 0 0.02 29.0 127 35.35 68/22 946 -
Nandan Denim 10 1903 48.0 102 1456 22.1 4.6 0.50 1.1 4.5 1912 365.8 1.7 1912N 1216.2 14 7.1 -61 64.72 0 0.53 29.8 103 21.35 41/13 616 9.2
Nitin Spinners 10 2003 56.2 88 1438 23.8 4.2 0.60 1.7 4.8 2003 380.1 6.5 - - 14 - - 55.88 0 16.19 19.0 226 40.20 70/25 1027 9.5
*Orbit Exports Li 10 2003 27.4 61 140 23.1 8.4 3.00 0.0 13.9 2003 28.5 2.2 - - 6 - - 65.87 0 0.00 7.6 174 63.45 120/47 155 7.5
*Page Industries Ltd. 10 2003 11.2 735 2945 343.2 307.7 161.00 0.1 41.9 2003 541.3 31.0 - - 7 - - 48.31 0 39.19 70.4 22179 19884.75 26891/16187 22208 64.6
Pasupati Acrylon 10 1903 89.1 20 825 27.4 3.1 - 0.0 15.5 1912 143.3 2.5 1912N 484.8 -21 12.1 -43 65.87 26 0.32 55.5 102 11.44 17/5 41 5.6
PDS Multi. Fashions 10 1903 26.0 42 39 1.1 0.4 - 0.2 1.0 1912 10.6 -0.7 1912N 29.7 7 1.9 6133 66.64 0 4.68 13.3 732 281.00 416/240 747 246.3
Pearl Global Industr 10 1903 21.7 146 840 21.5 9.9 3.00 0.6 6.8 1912 159.0 1.7 1912N 579.2 0 8.0 5 66.58 0 8.65 15.7 222 102.30 202/83 378 10.1
*Rajapalayam Mill 10 2003 7.4 404 358 6.4 8.7 1.00 1.3 2.1 2003 88.5 4.3 - - -9 - - 53.32 0 2.98 4.7 437 592.80 885/390 830 68.2
*Raymond Ltd 10 2003 66.6 268 3186 94.3 14.2 - 1.1 5.3 2003 646.3 20.6 - - 6 - - 69.78 0 30.05 118.7 1774 266.50 838/210 3146 18.8
RSWM Ltd. 10 2003 23.6 300 2771 22.7 9.6 - 1.6 3.2 2003 612.0 -3.5 - - 1 - - 53.16 0 1.97 14.6 176 74.90 145/56 1400 7.8
Ruby Mills 5 1903 8.4 271 193 17.8 10.6 1.75 0.8 3.9 1912 44.8 8.6 1912N 134.0 -2 18.6 11 74.90 0 0.01 6.7 270 161.70 263/112 611 13.7
*Rupa & Company L 1 2003 8.0 79 941 80.1 10.1 3.00 0.3 12.8 2003 176.5 4.8 - - 7 - - 73.27 0 0.01 12.6 1319 165.90 251/102 1486 16.5
S P Apparels Ltd. 10 U2003 25.7 214 758 63.5 24.7 - 0.4 11.6 2003 156.6 2.8 - - 7 - - 61.64 0 21.59 11.8 202 78.60 289/58 333 4.6
Sangam India Ltd 10 1903 39.4 134 1874 15.6 4.0 1.00 1.2 3.0 1912 438.9 5.8 1912N 1382.7 -0 10.0 -29 55.00 0 2.57 7.4 182 46.15 71/32 822 15.7
Sarla Performance Fi 1 1903 8.4 38 316 29.5 3.5 1.10 0.4 9.2 1912 76.7 5.4 1912N 231.3 -1 29.6 48 54.93 0 0.02 14.5 150 18.00 28/11 245 3.8
*Shiva Texyarn Ltd. 10 2003 13.0 86 368 1.5 1.2 - 1.6 1.4 2003 89.8 -0.3 - - 8 - - 74.03 0 0.00 7.4 112 86.60 140/41 276 72.6
*Shubham Polyspin 10 2003 5.5 24 33 0.4 0.7 - 0.9 2.9 - - - - - - - - 72.77 0 0.00 0.1 95 172.25 173/65 106 -
*Sintex Industrie 1 2003 59.4 53 1635 -1250.0 -21.0 0.25 1.2 - 2003 456.6 -294.0 - - -45 - - 5.41 16 0.37 294.5 165 2.78 4/1 5421 -
*Siyaram Silk 2 2003 9.4 164 1698 71.7 15.3 0.60 0.5 9.3 2003 466.7 23.3 - - 0 - - 67.16 0 15.10 14.2 623 132.90 304/94 1027 8.7
SRF Ltd. 10 2003 57.5 815 6331 974.2 169.5 14.00 0.7 20.8 2003 1646.5 174.6 - - 0 - - 52.32 0 29.60 59.0 22406 3898.05 4259/2492 24972 23.0
Sutlej Textiles & In 1 2003 16.4 59 2379 36.1 2.2 0.13 0.9 3.7 2003 528.9 -10.2 - - -5 - - 63.89 3 0.02 10.3 356 21.75 39/15 1171 9.9
SVP Global Ventures 10 1903 12.7 26 105 8.9 7.1 - 6.4 27.3 1912 30.9 0.9 1912N 73.8 -24 3.6 -56 68.71 0 0.00 0.9 422 333.95 422/248 622 95.8
Swan Energy Ltd. 1 1903 24.4 39 860 2.3 0.1 0.10 0.1 0.2 1912 86.7 0.5 1912N 210.6 -73 3.3 -91 64.89 15 12.35 7.3 3522 144.20 155/97 3590 -
TCNS Clothing 2 2003 12.3 107 1149 69.4 11.3 - 0.0 10.5 2003 219.2 -23.8 - - 8 - - 32.33 0 24.18 15.4 2189 356.10 818/300 2166 31.5
Trident Ltd. 1 2003 509.6 6 4699 341.8 0.7 0.36 0.7 11.5 2003 990.5 39.6 - - -1 - - 71.06 0 2.09 151.3 3317 6.51Xs 8/3 5388 -
*Vardhman Acrylics Lt 10 2003 80.4 44 361 46.3 5.8 - 0.0 13.0 2003 91.9 11.1 - - -19 - - 74.97 0 0.07 9.4 248 30.80 42/25 246 5.3
*Vardhman Textiles Lt 10 2003 57.5 985 6325 545.5 94.8 - 0.4 9.6 2003 1491.2 133.1 - - 2 - - 62.20 0 28.16 19.8 3855 670.15 1105/593 5754 7.1
*Vishal Fabrics Ltd. 5 2003 22.0 56 1297 30.1 6.9 - 1.5 12.2 2003 343.7 5.1 - - 34 - - 68.13 26 7.74 0.8 1199 273.00 413/134 1519 39.8
Voith Paper Fabrics 10 1903 4.4 484 112 23.1 52.6 5.00 0.0 10.9 1912 35.1 7.6 1912N 91.1 14 19.3 14 74.04 0 1.18 4.1 459 1044.30 1223/640 333 18.0
*Welspun India 1 2003 100.5 28 5324 474.9 4.7 1.00 0.9 16.9 2003 1184.7 59.8 - - 2 - - 68.89 0 13.78 73.3 3265 32.50 59/18 5432 6.9
Zodiac Clothing 10 1903 22.5 112 214 -18.4 -8.2 1.00 0.2 - 1912 51.7 -2.7 1912N 146.5 -9 -15.5 -52 66.93 0 8.82 4.0 281 125.20 236/90 335 -
87 TRADING
IND. COMPOSITE 749 69125 791 19
*Abans Enterprises 10 2003 13.9 12 332 1.1 0.8 0.10 0.0 6.2 2003 13.7 0.5 - - 237 - - 74.55 0 0.00 0.5 235 168.50 303/43 235 -
Adani Enterprises Lt 1 2003 110.0 34 16209 698.9 6.4 1.00 0.9 18.6 2003 4000.6 -80.6 - - 19 - - 74.91 50 21.93 80.1 17564 159.70 261/116 20058 25.1
Balaxi Ventures 10 2003 10.0 28 46 6.5 6.5 - -0.0 23.1 2003 11.7 1.8 - - 345 - - 72.86 0 19.03 0.6 125 125.00 135/60 123 19.2
*Best Agrolife 10 U2003 8.0 74 691 8.3 10.4 - 0.0 14.0 2003 179.0 15.3 - - 4 - - 5.10 0 14.29 1.1 394 493.80 494/49 394 23.6
*Chaman Lal Setia 2 2003 10.3 53 798 52.5 10.1 0.50 0.5 19.2 2003 223.1 20.6 - - 6 - - 73.86 0 0.34 8.9 354 68.35 74/24 457 6.7
Grandeur Products 10 1903 22.3 21 4 0.2 0.1 - 0.3 0.5 1912 0.0 -0.4 1912N 0.0 -85 -1.4 -29 25.62 73 0.00 0.6 581 260.50 378/230 595 -
*Hexa Tradex Ltd. 2 2003 11.0 47 0 -2.2 -0.4 - 0.0 - 2003 0.0 -0.8 - - 57 - - 57.86 0 21.50 17.8 123 22.25 23/5 126 -
*India Motor Part 10 2003 12.5* 749 519 48.9 39.2 10.00 0.0 5.2 2003 119.1 13.8 - - 5 - - 30.71 0 8.52 7.6 660 529.00XB 714/374 657 13.5
KRBL Ltd. 1 2003 23.5 132 4499 559.4 23.8 2.80 0.5 17.9 2003 1062.3 150.1 - - 18 - - 59.45 0 7.00 36.4 6230 264.65 317/91 7640 11.1
LT Foods Ltd. 1 2003 32.0 27 2350 85.2 2.7 0.50 0.8 9.8 2003 572.1 15.6 - - 10 - - 56.79 2 7.73 76.9 1436 44.90 48/13 2089 16.9
MMTC Ltd. 1 1903 150.0 10 28979 81.4 0.5 0.30 0.6 5.5 1912 7461.5 1.0 1912N 20637.8 -6 44.3 -36 89.92 0 4.13 111.0 2993 19.95 27/10 3859 -
*MSTC Ltd. 10 2003 70.4 40 831 75.2 10.7 3.30 2.9 26.9 2003 69.4 -4.0 - - -65 - - 64.74 0 10.94 13.2 1154 163.95 235/70 1420 15.3
Nivaka Fashions 1 1903 10.3* 1 36 1.8 0.2 - 0.0 17.7 1912 5.3 0.2 1912N 15.4 -42 0.7 -51 20.99 0 0.00 0.7 111 10.85XB 13/8 112 -
Sakuma Exports 1 1903 21.3 10 2039 35.9 1.7 0.10 0.1 17.6 1912 507.6 2.7 1912N 1023.6 -37 9.5 -68 58.06 16 0.00 14.1 145 6.78 19/3 128 -
*Sat Industries Ltd. 2 2003 22.6* 9 21 0.6 0.1 - 0.0 0.6 2003 3.0 -1.4 - - -32 - - 51.58 0 0.00 1.5 211 18.70 36/15 211 -
Shankara Building Pr 10 2003 22.8 149 2494 27.3 11.9 2.00 0.5 8.0 2003 642.5 7.1 - - 3 - - 56.43 0 29.80 20.7 850 371.90 583/215 1002 31.1
Shree Global Tra 1 2003 114.0 3 1 -0.8 -0.0 - 0.0 - 2003 0.6 0.4 - - -91 - - 67.99 0 0.00 1.7 232 2.04 4/1 232 -
State Trading 10 1903 60.0 -139 8903 -881.1 -146.8 - -1.1 - 1912 315.1 -5.9 1912N 2732.3 -67 -107.9 87 90.00 0 1.91 24.8 296 49.35 142/28 1065 -
*TIL Ltd. 10 2003 10.0 280 376 -28.0 -27.9 - 0.6 - 2003 78.0 -33.4 - - -11 - - 56.29 0 13.61 9.7 147 147.00 238/92 331 -
Uniphos Enterprises 2 U2003 13.9 370 0 20.1 2.9 - 0.0 0.7 2003 0.2 -0.9 - - -43 - - 72.19 0 15.09 11.4 426 61.30 86/31 425 21.2
88 TRANSPORT
IND. COMPOSITE 335 10024 517 53
*Container Corpor 5 2003 304.6 165 6474 375.8 6.2 6.84 0.1 3.7 2003 1568.6 294.5 - - -3 - - 54.79 0 40.39 78.0 26215 430.25 665/263 26745 69.8
Maheshwari Logist 10 1903 14.8 79 1037 14.8 10.0 1.20 1.0 12.7 1906 223.6 5.1 1906Q 223.6 -0 5.1 39 57.21 0 0.09 0.9 250 169.25 340/127 357 -
TCI Ltd. 2 2003 15.4 124 2513 126.4 16.5 2.00 0.5 13.3 2003 625.7 31.3 - - 1 - - 66.86 0 11.83 23.6 1316 171.35 312/121 1700 10.4
89 TYRES AND TUBES
IND. COMPOSITE 363 48309 3521 19
Apollo Tyres 1 2003 57.2 134 11062 508.6 8.9 - 0.4 6.6 2003 2430.0 128.3 - - -7 - - 40.90 16 39.93 193.3 6476 113.20 197/74 8994 12.7
Balkrishna Ind. 2 2003 38.7 260 4782 945.0 48.9 20.00 0.2 18.8 2003 1357.3 257.3 - - -12 - - 58.29 0 29.72 55.0 24441 1264.30 1325/678 25215 25.9
Birla Tyres 10 1903 142.6 10 0 -0.0 -0.0 - 0.0 - 2006 2.1 -0.6 - - - - - 53.13 45 3.73 89.2 582 40.80 58/3 582 -
Ceat Ltd. 10 2003 40.5 724 6581 270.8 66.9 12.00 0.4 9.2 2003 1523.6 55.8 - - -0 - - 46.68 0 37.09 76.5 3618 894.40 1101/602 4775 13.4
Goodyear India 10 2003 23.1 397 1746 88.8 38.5 13.00 0.0 9.7 2003 375.0 12.7 - - -8 - - 73.99 0 9.85 21.2 1843 799.10 1187/531 1284 20.8
JK Tyre & Industries 2 2003 49.2 88 6095 228.7 9.3 0.70 1.5 10.6 2003 1351.4 -8.1 - - -18 - - 56.22 0 3.53 144.7 1612 65.45 88/32 4521 7.0
*MRF Ltd 10 2003 4.2 28305 15991 1395.0 3289.2 100.00 0.1 11.6 2003 3625.2 669.5 - - 5 - - 27.87 0 23.00 63.2 27496 64830.50 73500/50000 28899 19.7
*TVS Srichakra Lt 10 2003 7.7 995 2052 84.4 110.3 20.10 0.6 11.1 2003 417.1 24.5 - - -9 - - 45.36 0 7.11 29.2 1116 1457.55 2060/760 1509 13.2

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 51


Databank Company Index
Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE
Code Code Code Code Code Code Code Code Code Code
533022 20 Microns Ltd. 62 20MICRONS 515030 Asahi India Glass 47 ASAHIINDIA 505681 Bimetal Bear. 10 - 533151 DB Corp 59 DBCORP 533333 Fineotex Chemical Lt 19 FCL
532628 3i Infotech 23 3IINFOTECH 532853 Asahi Songwon Colors 31 ASAHISONG 514215 Binny Ltd. 86 - 532772 DCB Bank 43 DCBBANK 500144 Finolex Cables 13 FINCABLES
523395 3M India Ltd. 30 3MINDIA 527001 Ashapura Min. Lt 62 ASHAPURMIN 532523 Biocon 71 BIOCON 523367 DCM Shriram 30 DCMSHRIRAM 500940 Finolex Industri 74 FINPIPE
540776 5Paisa Capital 46 5PAISA 523716 Ashiana Housing Ltd. 24 ASHIANA 500060 Birla Cable 13 BIRLACABLE 523369 DCM Shriram In 84 - 532809 Firstsource Solution 23 FSL
526881 63 Moons Technologie 23 63MOONS 500477 Ashok Leyland 8 ASHOKLEY 500335 Birla Corporation Lt 16 BIRLACORPN 500117 DCW Ltd. 70 DCW 503831 Fomento Resorts 51 -
533292 A2Z Infra Engineer 37 A2ZINFRA 533271 Ashoka Buildcon Ltd. 24 ASHOKA 542932 Birla Tyres 89 BIRLATYRE 590031 De Nora India Ltd. 37 DENORA 507552 Foods & Inns 40 -
524348 Aarti Drugs Ltd 71 AARTIDRUGS 502015 ASI Industries 62 - 532400 Birlasoft 23 BSOFT 502137 Deccan Cements 16 DECCANCE 502865 Forbes & Company Ltd 37 -
524208 Aarti Ind. Ltd 19 AARTIIND 532888 Asian Granito India 18 ASIANTILES 514183 Black Rose Industrie 86 - 512068 Deccan Gold Mines 62 - 500033 Force Motors 8 FORCEMOT
541988 Aavas Financiers 45 AAVAS 533227 Asian Hotels (East) 51 AHLEAST 506197 Bliss GVS Pharma 71 BLISSGVS 532760 Deep Industries 65 DEEPIND 532843 Fortis Healthcare 50 FORTIS
523204 Aban Offshore 65 ABAN 500023 Asian Hotels (North) 51 ASIANHOTNR 540073 BLS International Se 81 BLS 500645 Deepak Fertilisers 42 DEEPAKFERT 523696 Fortis Malar Hospita 50 -
512165 Abans Enterprises 87 - 533221 Asian Hotels (West) 51 AHLWEST 526612 Blue Dart Expres 27 BLUEDART 506401 Deepak Nitrite 19 DEEPAKNTR 500150 Foseco India Lim 19 FOSECOIND
500002 ABB India 33 ABB 530355 Asian Oilfield S 65 - 500067 Blue Star 25 BLUESTARCO 532848 Delta Corp Ltd. 63 DELTACORP 522195 Frontier Springs 6 -
543187 ABB Power Products 33 POWERINDIA 500820 Asian Paints Ltd. 67 ASIANPAINT 542669 BMW Industries 37 - 533137 Den Networks Ltd. 39 DEN 533400 Future Consumer 40 FCONSUMER
500488 Abbott India Ltd. 71 ABBOTINDIA 531847 Asian Star Co 29 - 524370 Bodal Chemicals 31 BODALCHEM 511072 Dewan Housing 45 DHFL 523574 Future Enterprises 79 FEL
531161 ABM Knowledgeware 23 - -- Aspinwall and Co 73 ASPINWALL 501425 Bombay Burmah 73 BBTC 519588 DFM Foods Limi 40 DFMFOODS 536507 Future Lifestyle 79 FLFL
500410 ACC 16 ACC 507526 Asso. Alcohols 11 ASALCBR 500020 Bombay Dyeing 86 BOMDYEING 500119 Dhampur Sugar 84 DHAMPURSUG 533296 Future Market Net 24 FMNL
532268 Accelya Solutions In 23 ACCELYA 533138 Astec Lifesciences L 69 ASTEC 509470 Bombay Oxygen Invest 63 - 532180 Dhanlaxmi Bank 43 DHANBANK 540064 Future Retail L 79 FRETAIL
524091 Acrysil Ltd. 18 - 540975 Aster DM Healthcare 50 ASTERDM 532678 Bombay Rayon Fashion 86 BRFL 507717 Dhanuka Agritech Ltd 69 DHANUKA 540798 Future Supply Chain 56 FSC
532762 Action Construction 38 ACE 532493 Astra Microwave 37 ASTRAMICRO 502219 Borosil Renewables 47 BORORENEW 540268 Dhanvarsha Finvest 46 - 507488 G M Breweries Ltd. 11 GMBREW
512599 Adani Enterprises Lt 87 ADANIENT 532830 Astral Poly Technik 74 ASTRAL 500530 Bosch Ltd. 6 BOSCHLTD 506405 Dharamsi Morar. 19 - 505714 Gabriel India 6 GABRIEL
542066 Adani Gas 78 ADANIGAS 506820 AstraZeneca Pharma I 71 ASTRAZEN 500074 BPL Ltd. 25 BPL 531306 DHP India Ltd. 25 - 532155 GAIL (India) Ltd. 65 GAIL
541450 Adani Green Energy 75 ADANIGREEN 540824 Astron Paper & Board 68 ASTRON 532929 Brigade Enterprises 24 BRIGADE 533336 Dhunseri Investments 46 DHUNINV 539228 Gala Global Products 59 -
532921 Adani Ports & Speci 63 ADANIPORTS 514394 Atlas Jewellery 29 - 532368 Brightcom Group 23 BCG 538902 Dhunseri Tea & Indus 73 DTIL 540935 Galaxy Surfacta. 19 GALAXYSURF
533096 Adani Power Ltd. 75 ADANIPOWER 531795 Atul Auto Ltd 5 ATULAUTO 500825 Britannia Ind. 40 BRITANNIA 523736 Dhunseri Ventures 74 DVL 533265 Gallantt Ispat Ltd. 53 GALLISPAT
539254 Adani Transmission L 76 ADANITRANS 500027 Atul Ltd. 31 ATUL BSEEQ BSE 46 BSE 500120 Diamines & Chem. 70 - 532726 Gallantt Metal 53 GALLANTT
519183 ADF Foods Ltd. 40 ADFFOODS 540611 Au Small Finance Ban 43 AUBANK 517421 Butterfly Gandhima 25 BUTTERFLY 500089 DIC India 59 DICIND 513108 Gandhi Special 53 GANDHITUBE
538365 Adhunik Industries 53 ADHUNIKIND 532668 Aurionpro Solutions 23 AURIONPRO 532321 Cadila Healthcar 71 CADILAHC 517214 DiGiSPICE Technologi 85 DIGISPICE 500153 Ganesh Benzoplas 19 -
540691 Aditya Birla Capital 46 ABCAPITAL 524804 Aurobindo Pharma 71 AUROPHARMA 532834 Camlin Fine Sciences 19 CAMLINFINE 540047 Dilip Buildcon Ltd. 24 DBL 526367 Ganesh Housing 24 GANESHHOUC
535755 Aditya Birla Fashion 79 ABFRL 539177 Authum Investment 46 - 511196 Can Fin Homes 45 CANFINHOME 500068 Disa India Ltd. 38 - 514167 Ganesha Ecosphere 86 GANECOS
532974 Aditya Birla Money L 46 BIRLAMONEY 505036 AutoCorpn of Goa 6 - 532483 Canara Bank 44 CANBK 532839 Dish TV India Ltd. 39 DISHTV 542011 Garden Reach Ship 82 GRSE
530431 Ador Fontech Ltd 37 - 505010 Automotive Axles 6 AUTOAXLES 533267 Cantabil Retail Indi 86 CANTABIL 540701 Dishman Carbogen Amc 71 DCAL 500655 Garware Poly. 66 -
517041 Ador Welding Ltd. 37 ADORWELD 540649 Avadh Sugar & Energy 84 AVADHSUGAR 540710 Capacit’e Infraproje 24 CAPACITE 532488 Divi’s Lab 71 DIVISLAB 509557 Garware Tech. Fibres 86 GARFIBRES
540025 Advanced Enzyme Tech 49 ADVENZYMES 532406 Avantel Ltd. 85 - 530879 Capital India Fin 46 - 540699 Dixon Technologies 25 DIXON 532622 Gateway Distriparks 56 GDL
523269 Advani Hotels 51 ADVANIHOTR 512573 Avanti Feeds Lim 4 AVANTIFEED 524742 Caplin Point Lab 71 CAPLIPOINT 532868 DLF Ltd. 24 DLF 532345 Gati Ltd. 27 GATI
500003 Aegis Logistics Ltd. 56 AEGISCHEM 540376 Avenue Supermarts 79 DMART 531595 Capri Global Capital 46 CGCL 505526 Dolat Investment 46 DOLAT 532767 Gayatri Projects 24 GAYAPROJ
542752 Affle (India) 39 AFFLE 519105 AVT Natural Prod 32 AVTNPL 536974 Captain Polyplast L 74 - 541403 Dollar Industries 86 DOLLAR 532309 GE Power India 76 GEPIL
531921 Agarwal Industrial C 70 AGARIND 532215 Axis Bank Ltd. 43 AXISBANK 513375 Carborundum Uni. 37 CARBORUNIV 512519 Donear Industrie 86 DONEAR 522275 GE T&D India 76 GET&D
500463 AGC Networks 23 AGCNET 532395 AXISCADES Engineer 23 AXISCADES 534804 CARE Ratings 81 CARERATING 526783 Dr. Agarwal’s Ey 50 - 532764 GeeCee Ventures 24 GEECEE
500215 Agro Tech Foods Ltd. 32 ATFL 523850 Axtel Industries 37 - 533260 Career Point 81 CAREERP 539524 Dr. Lal Pathlabs Ltd 50 LALPATHLAB 540755 General Ins. Corp. 46 GICRE
532811 Ahluwalia Contra 24 AHLUCONT 508933 AYM Syntex 86 AYMSYNTEX 500870 Castrol India 58 CASTROLIND 500124 Dr. Reddy’s Labs 71 DRREDDY 539407 Generic Engineering 24 -
532683 AIA Engineering 15 AIAENG 532719 B L Kashyap & Sons 24 BLKASHYAP 519600 CCL Products India 73 CCL 523618 Dredging Corpora 63 DREDGECORP 531592 Generic Pharmasec 31 -
AIRANBE Airan Ltd. 23 AIRAN 532977 Bajaj Auto Ltd. 5 BAJAJ-AUTO 500878 Ceat Ltd. 89 CEATLTD DRSDILIP DRS Dilip Roadlines 56 DRSDILIP 506109 Genesys Int.Corp. 23 GENESYS
532331 Ajanta Pharma Lt 71 AJANTPHARM 533229 Bajaj Consumer Care 40 BAJAJCON 538734 Ceinsys Tech 23 - 532610 Dwarikesh Sugar 84 DWARKESH 538961 Genus Paper & Boards 68 GENUSPAPER
513349 Ajmera Realty & Infr 24 AJMERA 500031 Bajaj Electricals 25 BAJAJELEC 532885 Central Bank 44 CENTRALBK 505242 Dynamatic Techno 37 DYNAMATECH 530343 Genus Power Infrastr 33 GENUSPOWER
530499 AK Capital Services 46 - 500034 Bajaj Finance L 46 BAJFINANCE CDSLEQ Central Depository 81 CDSL 532707 Dynemic Products 31 DYNPRO 532285 Geojit Financial 46 GEOJITFSL
AKASHBE Akash Infra-Projects 52 AKASH 532978 Bajaj Finserv Ltd. 46 BAJAJFINSV 501150 Centrum Capital 46 CENTRUM 540006 East West Holdings 46 - 500173 GFL L 19 GFLLIMITED
539017 Akme Star Housing 45 - 539872 Bajaj Healthcare 71 - 517544 Centum Electronics L 33 CENTUM 533452 Ebixcash World Money 46 EBIXFOREX 500171 GHCL 20 GHCL
524598 AksharChem (India) 31 AKSHARCHEM 500032 Bajaj HindusthanSuga 84 BAJAJHIND 500280 Century Enka 86 CENTENKA 532927 eClerx Services 23 ECLERX 511676 GIC Housing Fi 45 GICHSGFIN
500710 Akzo Nobel India 67 AKZOINDIA 500490 Bajaj Holdings & Inv 46 BAJAJHLDNG 532548 Century Plyboards 54 CENTURYPLY 530643 Eco Recycling 37 - 507815 Gillette India Ltd. 40 GILLETTE
531082 Alankit 46 ALANKIT 530999 Balaji Amines Li 19 BALAMINES 500040 Century Textiles 16 CENTURYTEX 532922 Edelweiss Fin. Ser 46 EDELWEISS 590025 Ginni Filaments 86 GINNIFILA
524075 Albert David Ltd 71 ALBERTDAVD 532382 Balaji Telefilms Ltd 39 BALAJITELE 532443 Cera Sanitaryware L 18 CERA 505200 Eicher Motors 8 EICHERMOT -- GKW L 37 GKWLIMITED
506235 Alembic Ltd. 71 ALEMBICLTD 513142 Balasore Alloys 53 - 532413 Cerebra Integrat 22 CEREBRAINT 500125 EID Parry 84 EIDPARRY 500660 GlaxoSmithKline Phar 71 GLAXO
533573 Alembic Pharmaceutic 71 APLLTD BALAXIEQ Balaxi Ventures 87 BALAXI 500084 CESC Ltd. 75 CESC 523127 EIH Associated 51 EIHAHOTELS 532296 Glenmark Pharma 71 GLENMARK
531147 Alicon Castalloy 15 ALICON 502355 Balkrishna Ind. 89 BALKRISIND 542333 CESC Ventures 23 CESCVENT 500840 EIH Ltd. 51 EIHOTEL 533104 Globus Spirits Ltd. 11 GLOBUSSPR
539523 Alkem Laboratories 71 ALKEM 500102 Ballarpur Ind. 68 BALLARPUR 500093 CG Power and Indust 33 CGPOWER 523708 Eimco Elecon Ind 38 EIMCOELECO 542351 Gloster L 46 -
506767 Alkyl Amines Che 19 ALKYLAMINE 523319 Balmer Lawrie & 30 BALMLAWRIE 542399 Chalet Hotels L 51 CHALET 500123 Elantas Beck India L 19 - 505255 GMM Pfaudler Ltd 38 GMMPFAUDLR
532749 Allcargo Logistics 56 ALLCARGO 532485 Balmer Lawrie Invest 46 - 530307 Chaman Lal Setia 87 - 523329 Eldeco Housing & 24 - 532754 GMR Infrastructure L 52 GMRINFRA
532633 Allsec Technologies 23 ALLSEC 500038 Balrampur Chini 84 BALRAMCHIN 500085 Chambal Fertilis 42 CHAMBLFERT 505700 Elecon Engg. 38 ELECON 540124 GNA Axles 6 GNA
521070 Alok Industries Ltd. 86 ALOKINDS 519295 Bambino Agro Ind 40 - 530871 Chembond Chemica 19 CHEMBOND 500128 Electrosteel Cas 15 ELECTCAST 509567 Goa Carbons 70 GOACARBON
526397 Alphageo (India) 65 ALPHAGEO 500039 Banco Products 6 BANCOINDIA 541269 Chemfab Alkalis 20 CHEMFAB 526608 Electrotherm (In 37 ELECTHERM 506480 GOCL Corporation 58 GOCLCORP
524634 Alufluoride Ltd. 19 - 541153 Bandhan Bank 43 BANDHANBNK 500110 Chennai Petro. 78 CHENNPETRO 522074 Elgi Equipments 21 ELGIEQUIP 532734 Godawari Power & Isp 53 GPIL
506597 Amal Ltd. 31 - 532134 Bank of Baroda 44 BANKBARODA 526817 Cheviot Co Ltd 86 - ELGIRUBC Elgi Rubber Co. 80 ELGIRUBCO 500163 Godfrey Phillips Ind 40 GODFRYPHLP
500008 Amara Raja Batt. 6 AMARAJABAT 532149 Bank of India 44 BANKINDIA 531358 Choice Internati 46 - 504000 Elpro Internl. 33 - 540743 Godrej Agrovet L 40 GODREJAGRO
500009 Ambalal Sarabhai 71 - 532525 Bank of Maharash 44 MAHABANK 504973 Cholamandalam Financ 46 CHOLAHLDNG 531162 Emami Ltd. 40 EMAMILTD 532424 Godrej Consumer Prod 40 GODREJCP
540902 Amber Enterprises 25 AMBER 532674 Bannari Amman Spinni 86 BASML 511243 Cholamandalam Invest 46 CHOLAFIN 533208 Emami Paper Mill 68 EMAMIPAP 500164 Godrej Industries Lt 40 GODREJIND
531978 Ambika Cotton Mi 86 AMBIKCO 500041 Bannari Amman Su 84 BANARISUG 534758 Cigniti Technologies 23 CIGNITITEC 533218 Emami Realty 24 EMAMIREAL 533150 Godrej Properties Lt 24 GODREJPROP
500425 Ambuja Cements Ltd. 16 AMBUJACEM 503722 Banswara Syntex 86 BANSWRAS 500087 Cipla 71 CIPLA 542602 Embassy Office Parks 46 EMBASSY 532630 Gokaldas Exports 86 GOKEX
506248 Amines & Plast. 19 - 500042 BASF India Lt 19 BASF 532210 City Union Bank 43 CUB 532737 Emkay Global Financi 46 EMKAY 539725 Gokul Agro Resources 32 GOKULAGRO
507525 Amrit Corp. Ltd. 40 - 500043 Bata India 55 BATAINDIA 506390 Clariant Chemicals ( 31 CLNINDIA 533161 Emmbi Industries 66 EMMBI 532980 Gokul Refoils & Solv 32 GOKUL
590006 Amrutanjan Health Ca 71 AMRUTANJAN 506285 BayerCropscience 69 BAYERCROP 500147 CMI FPE Ltd. 38 - 509525 Empire Inds. 47 - 526729 Goldiam Internat 29 GOLDIAM
515055 Anant Raj Ltd. 24 ANANTRAJ 539018 Beekay Steel Indus 53 - 533278 Coal India 62 COALINDIA 540153 Endurance Technologi 6 ENDURANCE 530655 Goodluck India 53 GOODLUCK
532141 Andhra Cement 16 ANDHRACEMT 500048 BEML Ltd. 38 BEML 501831 Coastal Corporation 4 - 532178 Engineers India 77 ENGINERSIN 500166 Goodricke Group 73 -
502330 Andhra Paper 68 ANDHRAPAP 509438 Benares Hotels 51 - 540678 Cochin Shipyard 82 COCHINSHIP 533477 Enkei Wheels (India) 6 - 500168 Goodyear India 89 -
500012 Andhra Petro 19 - 533095 Bengal & Assam Compa 46 - 500830 Colgate Palm. 40 COLPAL 532700 Entertainment Networ 39 ENIL 532543 GP Petroleums 65 GULFPETRO
526173 Andrew Yule & Co 73 - 509480 Berger Paints I 67 BERGEPAINT 533272 Commercial Engineers 37 CEBBCO 539844 Equitas Holdings Ltd 46 EQUITAS 539235 Grandeur Products 87 -
518091 Anjani Portland 16 APCL 539660 Best Agrolife 87 - 526829 Confidence Petroleum 57 CONFIPET 540596 Eris Lifesciences 71 ERIS 532482 Granules India L 71 GRANULES
506260 Anuh Pharma Ltd 71 - 533303 BF Investment Ltd. 46 BFINVEST CONSOFIN Consolidated Finvest 46 CONSOFINVT 533261 Eros International M 39 EROSMEDIA 509488 Graphite India Ltd. 36 GRAPHITE
532259 Apar Industries 35 APARINDS 532430 BF Utilities Ltd. 75 BFUTILITIE 531344 Container Corpor 88 CONCOR 500133 Esab India 37 ESABINDIA 500300 Grasim Inds. 30 GRASIM
523694 Apcotex Industries L 80 APCOTEXIND 532930 BGR Energy Systems 37 BGRENERGY 522295 Control Print Ltd. 22 CONTROLPR 500495 Escorts Ltd. 9 ESCORTS 505710 Grauer & Weil 19 -
540692 Apex Frozen Foods 40 APEX 530803 Bhageria Industries 31 BHAGERIA 531556 Coral India Finance 45 CORALFINAC 533704 Essar Shipping 83 ESSARSHPNG 533282 Gravita India Ltd. 61 GRAVITA
533758 APL Apollo Tubes 53 APLAPOLLO 531719 Bhagiradha Chemi 69 - 506395 Coromandel Internati 42 COROMANDEL 500135 Essel Propack Ltd. 66 ESSELPACK 500620 Great Eastern 83 GESHIP
512437 Apollo Finvest 46 - 500052 Bhansali Engg.Po 70 BEPL 508814 Cosmo Films 66 COSMOFILMS 500136 Ester India 66 ESTER 501455 Greaves Cotton 37 GREAVESCOT
508869 Apollo Hospitals 50 APOLLOHOSP 531862 Bharat Agri Fert & R 42 - 541770 CreditAccess Grameen 46 CREDITACC EIFFLSM Euro India Fresh 40 EIFFL 538979 Greenlam Industries 54 GREENLAM
540879 Apollo Micro Systems 33 APOLLO 503960 Bharat Bijlee 35 BBL 511413 Crest Ventures 46 CREST 531508 Eveready Industr 25 EVEREADY 542857 Greenpanel Industrie 54 GREENPANEL
531761 Apollo Pipes 74 APOLLOPIPE 541143 Bharat Dynamics 38 BDL 500092 Crisil 81 CRISIL 508906 Everest Industries L 17 EVERESTIND 526797 Greenply Industr 54 GREENPLY
APOLSINH Apollo Sindoori Hote 51 APOLSINHOT 500049 Bharat Electroni 33 BEL 539876 Crompton Greaves Con 33 CROMPTON 532684 Everest Kanto Cylind 66 EKC 506076 Grindwell Norton 37 GRINDWELL
538566 Apollo TriCoat Tubes 56 - 500493 Bharat Forge 15 BHARATFORG 542867 CSB Bank 43 CSBBANK 524790 Everest Organics 71 - 500690 GSFC 42 GSFC
500877 Apollo Tyres 89 APOLLOTYRE 500103 Bharat Heavy Ele 38 BHEL 530067 CSL Finance 46 - 500650 Excel Industries 69 EXCELINDUS 532775 GTL Infrastructure 85 GTLINFRA
532475 Aptech Ltd. 23 APTECHT 524663 Bharat Immunolog 71 - 500480 Cummins India Lt 37 CUMMINSIND 500086 Exide Inds. 6 EXIDEIND 540602 GTPL Hathway 39 GTPL
511605 Arihant Capital 46 - 541096 Bharat Parentera 71 - 530843 Cupid Ltd. 26 CUPID 533121 Expleo Solutions 23 EXPLEOSOL 509079 Gufic BioSciences Lt 71 GUFICBIO
506194 Arihant Superstructu 24 ARIHANTSUP 541096 Bharat Parentera 71 - 532173 Cybertech System 23 CYBERTECH 590024 FACT 42 FACT 530001 Guj. Alkalie & C 20 GUJALKALI
531179 Arman Financial Serv 46 ARMANFIN 500547 Bharat Petroleum 78 BPCL 532175 Cyient Ltd. 23 CYIENT 530117 Fairchem Speciality 19 FAIRCHEM 524226 Guj. Amb.Exports 32 GAEL
537069 Arnold Holdings 46 - 590021 Bharat Rasayan 69 BHARATRAS 533160 D B Realty Ltd. 24 DBREALTY 532666 FCS Software Sol.Ltd 23 FCSSOFT 517300 Guj. Industries 75 GIPCL
506074 Arshiya 56 ARSHIYA 540700 Bharat Road Network 24 BRNL -- D P Abhushan 29 DPABHUSHAN 531599 FDC Ltd. 71 FDC 532181 Guj. Mineral Dev 62 GMDCLTD
542670 Artemis Electricals 33 - 523229 Bharat Seats 6 - 533146 D-Link (India) 22 DLINKINDIA 500469 Federal Bank 43 FEDERALBNK 518029 Guj. Sidhee Ceme 16 GSCLCEMENT
542919 Artemis Medicare 50 ARTEMISMED 539799 Bharat Wire Ropes Lt 53 BHARATWIRE 500096 Dabur India 40 DABUR 505744 Federal-Mogul Goetze 6 FMGOETZE 506879 Guj. Themis Bios 71 -
522134 Artson Engg. 37 - 532454 Bharti Airtel 64 BHARTIARTL 526821 Dai Ichi Karkari 19 - 506414 Fermenta Biotech 71 - 522217 Gujarat Apollo Indus 38 GUJAPOLLO
542484 Arvind Fashions 86 ARVINDFASN 534816 Bharti Infratel Ltd. 52 INFRATEL 542216 Dalmia Bharat L 16 DALBHARAT 532768 FIEM Industries 6 FIEMIND 542812 Gujarat Fluorochem 19 FLUOROCHEM
500101 Arvind Ltd. 86 ARVIND 526666 Bhartiya Interna 55 BIL 500097 Dalmia Bharat Sugar 84 DALMIASUG 526227 Filatex India 86 FILATEX 539336 Gujarat Gas 57 GUJGASLTD
539301 Arvind SmartSpaces 52 ARVSMART 526853 Bilcare Ltd. 66 - 532528 Datamatics Global Se 23 DATAMATICS 541557 Fine Organic Indus 19 FINEORG 500670 Gujarat Narmada Vall 42 GNFC

52 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE
Code Code Code Code Code Code Code Code Code Code
533248 Gujarat Pipavav Port 82 GPPL 533047 Indian Metal & F 53 IMFA 524109 Kabra Extrusion 38 KABRAEXTRU 540650 Magadh Sugar & Energ 84 MAGADSUGAR 539551 Narayana Hrudayalaya 50 NH
532702 GujaratStatePetronet 70 GSPL 530965 Indian Oil Corp 78 IOC 500233 Kajaria Ceramics 18 KAJARIACER 524000 Magma Fincorp Ltd. 46 MAGMA 526739 Narmada Gelatines Lt 19 -
538567 Gulf Oil Lubricants 58 GULFOILLUB 532388 Indian Overseas 44 IOB 500234 Kakatiya Cement Suga 16 KAKATCEM 523384 Maha Rashtra Ape 46 MAHAPEXLTD 524816 Natco Pharma 71 NATCOPHARM
532457 Gulshan Polyols Ltd. 19 GULPOLY 533329 Indian Terrain Fashi 86 INDTERRAIN 522287 Kalpataru Power 76 KALPATPOWR 500266 Maha. Scooters 5 MAHSCOOTER 537291 Nath Bio-Genes 49 NATHBIOGEN
532708 GVK Power & Infrastr 75 GVKPIL 523586 Indian Toners 31 - 533302 Kalyani Investment 46 KICL 500265 Maha. Seamless 53 MAHSEAMLES 502587 Nath Industries 68 -
515147 Haldyn Glass 47 - 501700 IndiaNivesh 46 - 500235 Kalyani Steel 53 KSL 513554 Mahamaya Steel Indus 53 MAHASTEEL 532234 National Alumini 3 NATIONALUM
590043 Harita Seating Syst. 6 HARITASEAT 501298 Indl.&Prud.Invst 46 - 532468 Kama Holdings Ltd. 46 - 539957 Mahanagar Gas 57 MGL 523630 National Fertilizers 42 NFL
500467 Harrisons Malaya 80 HARRMALAYA 524648 Indo Amines Limi 19 - 532741 Kamdhenu L 53 KAMDHENU -- Maheshwari Logist 88 MAHESHWARI 500298 National Peroxid 19 -
533162 Hathway Cable & Data 39 HATHWAY 521016 Indo Count Inds. 86 ICIL 538896 Kanchi Karpooram 19 - 500520 Mahi. & Mahi 7 M&M 513023 Nava Bharat Ventures 75 NBVENTURES
531531 Hatsun Agro Prod 40 HATSUN 504058 Indo National 25 NIPPOBATRY 506525 Kanoria Chemical 19 KANORICHEM 532756 Mahindra CIE Auto 15 MAHINDCIE 532504 Navin Fluorine Inter 19 NAVINFLUOR
517354 Havells India 33 HAVELLS 500207 Indo Rama Synth. 86 INDORAMA 500165 Kansai Nerolac Paint 67 KANSAINER 523754 Mahindra EPC Irrigat 63 MAHEPC 539332 Navkar Corporation L 56 NAVKARCORP
508486 Hawkins Cookers 25 - 532717 Indo Tech Transforme 76 INDOTECH -- Kapston Facilities 81 KAPSTON 533088 Mahindra Holidays 51 MHRIL 508989 Navneet Education 59 NAVNETEDUL
517271 HBL Power Systems Lt 6 HBLPOWER 532612 Indoco Remedies 71 INDOCO 541161 Karda Constructions 24 KARDA 532313 Mahindra Lifespace D 24 MAHLIFE 534309 NBCC (India) 24 NBCC
500179 HCL Infosystem 22 HCL-INSYS 541336 Indostar Capital Fin 46 INDOSTAR 532652 Karnataka Bank 43 KTKBANK 540768 Mahindra Logistics L 56 MAHLOG -- NBI Industrial Fin 46 NBIFIN
532281 HCL Technologies 23 HCLTECH 532514 Indraprastha Gas Ltd 63 IGL 590003 Karur Vysya Bank 43 KARURVYSYA 590078 Maithan Alloys Ltd. 41 MAITHANALL 500294 NCC 24 NCC
500010 HDFC 45 HDFC 532150 Indraprastha Med 50 INDRAMEDCO 532899 Kaveri Seed Company 49 KSCL 539289 Majesco L 23 MAJESCO 502168 NCL Industries 16 NCLIND
541729 HDFC AMC 46 HDFCAMC 532187 IndusInd Bank 43 INDUSINDBK 524444 Kavit Industries 32 - 539400 Mallcom (India) L 55 - 532529 NDTV 39 NDTV
500180 HDFC Bank 43 HDFCBANK 506222 INEOS Styrolution 70 INEOSSTYRO 539276 Kaya L 40 KAYA 513269 Man Industries I 53 MANINDS 532649 Nectar Lifesciences 71 NECLIFE
540777 HDFC Life Insurance 46 HDFCLIFE 539807 Infibeam Avenues 23 INFIBEAM 590066 KCP Ltd. 16 KCP 533169 Man Infraconstructio 24 MANINFRA 532864 Nelcast Ltd. 15 NELCAST
532873 HDIL 24 HDIL 532777 Info Edge (India) 63 NAUKRI 533192 KCP Sugar & In 84 KCPSUGIND 532932 Manaksia Ltd. 66 MANAKSIA 504112 Nelco Ltd 85 NELCO
539787 Healthcare Global En 50 HCG -- InfoBeans Tech 23 INFOBEAN 532054 KDDL Ltd. 25 KDDL 500268 Manali Petrochem 70 MANALIPETC 542665 Neogen Chemicals 19 NEOGEN
509631 HEG Ltd. 36 HEG 500209 Infosys 23 INFY 532714 KEC International Lt 76 KEC 531213 Manappuram Finance 46 MANAPPURAM 505355 Nesco Ltd. 81 NESCO
500292 Heidelberg Cement In 16 HEIDELBERG 500210 Ingersoll Rand 21 INGERRAND 517569 KEI Industries 12 KEI 502157 Mangalam Cement 16 MANGLMCEM 500790 Nestle India 40 NESTLEIND
505720 Hercules Hoists 37 HERCULES -- Innovana Thinklabs 23 INNOVANA 519602 Kellton Tech Solutio 23 KELLTONTEC 532637 Mangalam Drugs 71 MANGALAM 532798 Network 18 Media & I 46 NETWORK18
519552 Heritage Foods 40 HERITGFOOD 532706 Inox Leisure 39 INOXLEISUR 505890 Kennametal India 37 KENNAMET -- Mangalam Global Ent 19 MGEL 524558 Neuland Laborat 71 NEULANDLAB
500182 Hero MotoCorp 5 HEROMOTOCO 539083 Inox Wind Ltd. 38 INOXWIND 502937 Kesoram Industri 30 KESORAMIND 514418 Mangalam Organics 19 - 540900 Newgen Software Tech 23 NEWGEN
524669 Hester Biosciences L 71 HESTERBIO 532851 Insecticides (India) 69 INSECTICID 532732 Kewal Kiran Clothing 79 KKCL 530011 Mangalore Chem. 42 MANGCHEFER 524774 NGL Fine-Chem Li 71 -
534328 Hexa Tradex Ltd. 87 HEXATRADEX 532774 Inspirisys Solutions 23 INSPIRISYS 540775 Khadim India 55 KHADIM 500109 Mangalore Refine 78 MRPL 533098 NHPC 75 NHPC
532129 Hexaware Technologie 23 HEXAWARE 538835 Intellect Design 23 INTELLECT 507794 Khaitan Chemical 42 - 541974 Manorama Industries 32 - 526721 Nicco Parks & Re 63 -
500183 HFCL 85 HFCL 539448 InterGlobe Aviation 2 INDIGO 507435 Khoday India 11 - 503101 MarathonNextgenRea 24 MARATHON 500304 NIIT Ltd. 23 NIITLTD
541019 HG Infra Engineering 24 HGINFRA 509709 Intl. Coveyors 63 - 524500 Kilitch Drugs(I) 71 KILITCH 531642 Marico Ltd. 40 MARICO 532541 NIIT Technologies 23 NIITTECH
HITECHEQ Hi-Tech Pipes Ltd. 53 HITECH 533181 Intrasoft Technologi 23 ISFT 532067 Kilpest India Lt 69 - -- Marine Electricals 33 MARINE 530377 Nila Infrastructures 24 NILAINFRA
524735 Hikal Ltd. 71 HIKAL 533506 Inventure Growth & S 46 INVENTURE 530313 Kimia Biosciences 71 - 524404 Marksans Pharma 71 MARKSANS 523385 Nilkamal Ltd. 74 NILKAMAL
509675 HIL 17 HIL 524164 IOL Chemicals and Ph 71 IOLCP 524019 Kingfa Science & Tec 74 KINGFA 532500 Maruti Suzuki India 7 MARUTI 540767 Nippon LifeAM Ltd. 46 NAM-INDIA
500184 Himadri Speciality 19 HSCL 500214 Ion Exchange (India) 37 - 540680 KIOCL 62 KIOCL 540749 Mas Financial Servic 46 MASFIN 532986 Niraj Cement Structu 24 -
514043 Himatsingka Seid 86 HIMATSEIDE 524494 Ipca Laboratorie 71 IPCALAB 537750 Kiran Vyapar 46 - 523704 Mastek Li 23 MASTEK 500307 Nirlon 63 -
504036 Hind Rectifiers 33 HIRECT 532947 IRB Infrastructure 24 IRB 532967 Kiri Industries 31 KIRIINDUS 540704 Matrimony.com 81 MATRIMONY 532722 Nitco Ltd. 18 NITCO
509635 Hind. Composites 6 HINDCOMPOS 540526 IRB InvIT Fund 46 IRBINVIT 500241 Kirloskar Bros. 37 KIRLOSBROS 523371 Mawana Sugars Ltd. 84 MAWANASUG 532698 Nitin Spinners 86 NITINSPIN
513599 Hind. Copper 61 HINDCOPPER 541956 Ircon Internatio 37 - 500245 Kirloskar Ferrou 53 KIRLFER 500271 Max Financial Servic 46 MFSL 506532 Nitta Gelatin India 19 -
519126 Hind. Food 40 HNDFDS 541956 Ircon Internatio 37 IRCON 500243 Kirloskar Industries 37 KIRLOSIND 539940 Max Ventures and Ind 46 MAXVIL 542206 Nivaka Fashions 87 -
500500 Hind. Motor 7 HINDMOTORS 542830 IRCTC 63 IRCTC 533293 Kirloskar Oil Engine 37 KIRLOSENG 540401 Maximus Intl. 58 - 538772 Niyogin Fintech 46 -
515145 Hind. NationalGl 47 HINDNATGLS 533033 ISGEC Heavy Eng 38 - 505283 Kirloskar Pneumatic 21 - 522249 Mayur Uniquoters 74 MAYURUNIQ 513683 NLC India L 75 NLCINDIA
500186 Hind. Oil Explor 65 HINDOILEXP 508807 IST Ltd. 6 - 521248 Kitex Garments 86 KITEX 523792 Mazda Ltd. 37 MAZDA 526371 NMDC Ltd. 62 NMDC
500449 Hind. Organi 19 - 500875 ITC Ltd. 40 ITC 526409 Kkalpana lndustries 74 - 532629 McNally Bharat E 37 MBECL 500730 NOCIL Ltd. 70 NOCIL
500104 Hind. Petrol 78 HINDPETRO 509496 ITD Cementation Indi 24 ITDCEM 524520 KMC Speciality Hospi 50 - 534091 MCX 46 MCX 500672 Novartis 71 -
500188 Hind. Zinc 61 HINDZINC 523610 ITI 85 ITI 532942 KNR Constructions 24 KNRCON 512267 Media Matrix Worldwi 39 - 530367 NRB Bearings Lim 10 NRBBEARING
500185 Hind.ConstructionCo. 24 HCC 506943 J B Chemicals & Phar 71 JBCHEPHARM 523207 Kokuyo Camlin 59 KOKUYOCMLN 531146 Medicamen Biotec 71 - 532555 NTPC 75 NTPC
500440 Hindalco Indus. 3 HINDALCO 532940 J Kumar Infraproject 24 JKIL 532924 Kolte-Patil Develope 24 KOLTEPATIL 532865 Meghmani Organics 69 MEGH 531209 Nucleus Software 23 NUCLEUS
532859 Hinduja Global Solut 23 HGS 506522 J L Morison (India) 40 - 524280 Kopran Ltd 71 KOPRAN 523828 Menon Bearings L 10 MENONBE 500189 Nxtdigital L 81 NXTDIGITAL
541154 Hindustan Aeronautic 38 HAL 507155 Jagatjit Ind. 11 - 500247 Kotak Mahindra Bank 43 KOTAKBANK 539126 MEP Infrastructure 52 MEP 533273 Oberoi Realty 24 OBEROIRLTY
533217 Hindustan Media Vent 59 HMVL 532705 Jagran Prakashan 59 JAGRAN -- Kothari Petroche 70 KOTHARIPET 538942 Mercantile Ventures 46 - 533106 Oil India Ltd. 65 OIL
500696 Hindustan Unilever L 40 HINDUNILVR 507789 Jagsonpal Pharma 71 JAGSNPHARM 530299 Kothari Products 40 KOTHARIPRO 542650 Metropolis Healthcar 50 METROPOLIS 532439 Olectra Greentech 33 OLECTRA
526217 Hitech Corporation 66 HITECHCORP 532976 Jai Balaji Industrie 53 JAIBALAJI KOTARISU Kothari Sugar 84 KOTARISUG 507621 Milk Food 40 - 531092 OM Metals Infraproje 77 OMMETALS
522215 HLE Glasscoat 47 - 512237 Jai Corp Ltd. 53 JAICORPLTD 523323 Kovai Medical 50 - 538962 Minda Corporation 6 MINDACORP 532880 Omaxe Ltd. 24 OMAXE
500193 HLV L 51 HLVLTD 500219 Jain Irrigation 63 JISLJALEQS 542651 KPIT Technologies 23 KPITTECH 532539 Minda Industries 6 MINDAIND 500312 ONGC 65 ONGC
500191 HMT Ltd. 9 HMT 532627 Jaiprakash Power Ven 75 JPPOWER 532889 KPR Mill Ltd. 86 KPRMILL 532819 MindTree Ltd. 23 MINDTREE 532944 OnMobile Global Ltd. 64 ONMOBILE
522064 Honda Siel Power 34 HONDAPOWER 532532 JaiprakashAssociates 24 JPASSOCIAT 530813 KRBL Ltd. 87 KRBL 500279 Mirc Electronics 25 MIRCELECTR 517536 Onward Technolog 23 ONWARDTEC
517174 Honeywell Automation 37 HONAUT 532209 Jammu & Kashmir Bank 43 J&KBANK 524518 Krebs Biochemicals & 71 KREBSBIO 526642 Mirza International 55 MIRZAINT 530135 Optiemus Infracom 85 OPTIEMUS
540136 HPL Electric & Power 33 HPL 520051 Jamna Auto Inds. 6 JAMNAAUTO -- Krishana Phoschem 42 KRISHANA 541195 Mishra Dhatu Nig 53 MIDHANI 532391 Opto Circuits India 60 OPTOCIRCUI
500187 HSIL Ltd. 18 HSIL JASHEQ Jash Engineering 37 JASH 526423 Kriti Industries 74 - 539594 Mishtann Foods L 1 - 532466 Oracle Financial Ser 23 OFSS
532662 HT Media 59 HTMEDIA 520066 Jay Bharat Marut 6 JAYBARMARU 533210 Kriti Nutrients 32 - 540078 Mitsu Chem Plast 74 - 512626 Orbit Exports Li 86 ORBTEXP
540530 HUDCO 45 HUDCO 513252 Jay Ushin Ltd. 6 - 500249 KSB Ltd 37 KSB -- Mittal Life Style 86 MITTAL 513121 Oricon Enterprises L 66 ORICONENT
509820 Huhtamaki PPL 66 PAPERPROD 524330 Jayant Agro Org 19 JAYAGROGN 519421 KSE 4 - -- MMP Industries Ltd. 3 MMP 504879 Orient Abrasives 37 ORIENTABRA
500199 I G Petrochemicals 19 IGPL 522285 Jayaswal Neco Indust 15 JAYNECOIND 532937 Kuantum Papers 68 KUANTUM 513377 MMTC Ltd. 87 MMTC 530365 Orient Bell 18 ORIENTBELL
532174 ICICI Bank 43 ICICIBANK 533207 Jaypee Infratech Ltd 24 JPINFRATEC 536170 Kushal L 68 - 506261 Modison Metals L 33 - 535754 Orient Cement Ltd. 16 ORIENTCEM
540716 ICICI Lombard Gen. 46 ICICIGI 509715 Jayshree Tea 73 JAYSREETEA 531882 Kwality 40 KWALITY 533286 MOIL Ltd. 62 MOIL 541301 Orient Electric 33 ORIENTELEC
540133 ICICI Pru Life 46 ICICIPRULI 514034 JBF Industries 86 JBFIND 500510 L&T 24 LT 533080 Mold-Tek Packaging 74 MOLDTKPAC 533263 Orient Green Power C 75 GREENPOWER
541179 ICICI Securities 46 ISEC 532605 JBM Auto 6 JBMA 533519 L&T Finance Holdings 46 L&TFH 526263 Mold-Tek Technologi. 37 MOLDTECH 502420 Orient Paper 68 ORIENTPPR
532835 ICRA Ltd. 81 ICRA 500223 JCT Ltd. 86 - 540005 L&T Infotech 23 LTI 538446 Moneyboxx Finance 46 - 534076 Orient Refractories 63 ORIENTREF
500116 IDBI Bank Ltd. 44 IDBI 524731 Jenburkt Pharmac 71 - 540115 L&T Technology Serv 37 LTTS 513446 Monnet Ispat & Energ 53 AIONJSW 500078 Oriental Aromatics 19 OAL
539437 IDFC First Bank 43 IDFCFIRSTB 532617 Jet Airways 2 JETAIRWAYS 526947 La Opala RG Ltd. 47 LAOPALA 538836 Monte Carlo Fashions 86 MONTECARLO 506579 Oriental Carbon 14 OCCL
532659 IDFC L 46 IDFC 532771 JHS Svendgaard Labor 40 JHS 500252 Lakshmi Machines 38 LAXMIMACH 500288 Morepen Labs.Lt 71 MOREPENLAB 500314 Oriental Hotels 51 ORIENTHOT
507438 IFB Agro Indus 11 IFBAGRO 511034 Jindal Drilling 65 JINDRILL 502958 Lakshmi Mill Co. 86 - 523160 Morganite Crucible ( 63 - 531859 Oriental Veneer 54 -
505726 IFB Industries 25 IFBIND 500227 Jindal Poly Films 66 JINDALPOLY 534690 Lakshmi Vilas Ba 43 LAKSHVILAS 532407 MosChip Technologies 23 - 590086 Orissa Minerals Deve 62 ORISSAMINE
500106 IFCI Ltd. 46 IFCI 500378 Jindal Saw 53 JINDALSAW 540702 Lasa Supergenerics 19 LASA 517334 MothersonSumiSystems 6 MOTHERSUMI 500317 Oswal Agro Mills 46 OSWALAGRO
540774 IFGL Refractories 63 IFGLEXPOR 532286 Jindal St & Pwr 53 JINDALSTEL 540222 Laurus Labs 71 LAURUSLABS 532892 Motilal Oswal Financ 46 MOTILALOFS 539290 Oswal Green Tech 46 BINDALAGRO
517380 Igarashi Motors Indi 33 IGARASHI 532508 Jindal Stainless 53 JSL 541233 Lemon Tree Hotels 51 LEMONTREE 526299 MphasiS Ltd. 23 MPHASIS 500126 P&G Health 71 PGHL
532636 IIFL Finance 46 IIFL 539597 Jindal Stainless (Hi 53 JSLHISAR 500250 LG Balakrishnan&Bros 6 LGBBROSLTD 532440 MPS Ltd. 59 MPSLTD 500459 P&G Hygiene&Health 40 PGHH
542773 IIFL Securities 46 IIFLSEC 531543 Jindal Worldwide 86 JINDWORLD 526596 Liberty Shoes Li 55 LIBERTSHOE 500290 MRF Ltd 89 MRF 532827 Page Industries Ltd. 86 PAGEIND
542772 IIFL Wealth Manage 46 IIFLWAM 536493 JK Agri Genetics Ltd 49 - 500253 LIC Housing Fi 45 LICHSGFIN 532650 MSP Steel & Power Lt 53 MSPL 532900 Paisalo Digital L 46 PAISALO
511208 IL&FS Investment Man 46 IVC 532644 JK Cement 16 JKCEMENT 531241 Linc Pen & Plast 59 LINCPEN 542597 MSTC Ltd. 87 MSTCLTD 531349 Panacea Biotec L 71 PANACEABIO
532305 Ind-Swift Laboratori 71 INDSWFTLAB 500380 JK Lakshmi Cement L 16 JKLAKSHMI 531633 Lincoln Pharmace 71 LINCOLN 534312 MT Educare Ltd. 81 MTEDUCARE 524820 Panama Petrochem 19 PANAMAPET
509162 Indag Rubber 80 - 532162 JK Paper Ltd. 68 JKPAPER 523457 Linde India 63 LINDEINDIA 500108 MTNL 64 MTNL 508941 Panasonic Carbon Ind 36 -
530005 India Cements Lt 16 INDIACEM 530007 JK Tyre & Industries 89 JKTYRE 512455 Lloyds Metals & Ener 53 - 500460 Mukand Ltd. 53 MUKANDLTD 504093 Panasonic Energy Ind 25 -
500201 India Glycols 19 INDIAGLYCO 523405 JM Financial Ltd. 46 JMFINANCIL 539992 Lloyds Steels Ind. 53 LSIL 530341 Mukesh Babu Fina 46 - 539889 Parag Milk Foods 40 PARAGMILK
540565 India Grid Trust 46 INDIGRID 522263 JMC Projects 24 JMCPROJECT 514036 Loyal Textiles M 86 - 526169 Multibase India Ltd. 74 - 530555 Paramount Commun 13 PARACABLES
590065 India Motor Part 87 IMPAL 513691 JMT Auto Ltd. 6 JMTAUTOLTD 532783 LT Foods Ltd. 87 DAAWAT 520059 Munjal Auto Industr. 6 MUNJALAU 532780 Parsvnath Developers 24 PARSVNATH
532240 India Nippon Ele 6 INDNIPPON JOCILEQ Jocil Ltd. 19 JOCIL 526179 Ludlow Jute & Specia 86 - 520043 Munjal Showa Ltd 6 MUNJALSHOW 500456 Pasupati Acrylon 86 -
DPSCLTDE India Power Corp 75 DPSCLTD 523398 Johnson Controls-Hit 25 JCHAC 532796 Lumax Auto Technolog 6 LUMAXTECH 540366 Music Broadcast 39 RADIOCITY 531120 Patel Engg. Ltd. 24 PATELENG
532189 India Tourism De 51 ITDC 533148 JSW Energy Ltd. 75 JSWENERGY 517206 Lumax Inds. 6 LUMAXIND 511766 Muthoot Capital 46 MUTHOOTCAP 539113 Paul Merchants 46 -
535789 Indiabulls Housing F 45 IBULHSGFIN 532642 JSW Holdings 46 JSWHL 500257 Lupin Ltd. 71 LUPIN 533398 Muthoot Finance 46 MUTHOOTFIN 532742 Paushak Ltd. 19 -
533520 Indiabulls Integrate 24 IBULISL 500228 JSW Steel 53 JSWSTEEL 539542 Lux Industries 86 LUXIND 516082 N R Agarwal Indu 68 NRAIL 534809 PC Jeweller L 29 PCJEWELLER
532832 Indiabulls Real Esta 24 IBREALEST 520057 JTEKT India 6 JTEKTINDIA 522241 M M Forgings Ltd. 15 MMFL 524709 NACL Industries L 69 NACLIND 538730 PDS Multi. Fashions 86 PDSMFL
532960 Indiabulls Ventures 46 IBVENTURES 534600 JTL Infra L 53 - 532720 M&M Fin.Services 46 M&MFIN 539917 Nagarjuna Fertilizer 42 NAGAFERT 532808 Pearl Global Industr 86 PGIL
542726 IndiaMART InterMESH 81 INDIAMART 533155 Jubilant Foodworks L 40 JUBLFOOD 507836 Mac Charles 51 - 532952 Nahar Capital & Fina 46 NAHARCAP 503031 Peninsula Land L 24 PENINLAND
514165 Indian Acrylics 86 - 533320 Jubilant Industries 11 JUBLINDS -- Madhav Copper 61 MCL 519136 Nahar Indust.Ent 86 NAHARINDUS 513228 Pennar Industrie 53 PENIND
532814 Indian Bank 44 INDIANB 530019 Jubilant Life Scienc 71 JUBILANT 539894 Madhav Infra Project 24 - 523391 Nahar Poly Films Ltd 86 NAHARPOLY 533179 Persistent Systems 23 PERSISTENT
540750 Indian Energy Exchan 46 IEX 531337 Jump Networks 23 JUMPNET -- Madhya Bharat Agro 42 MBAPL 500296 Nahar Spg Mills 86 NAHARSPING 532522 PetronetLNG 78 PETRONET
500850 Indian Hotels Co 51 INDHOTEL 535648 Just Dial 81 JUSTDIAL 590134 Madras Fertilize 42 MADRASFERT 532256 Nalwa Sons Investmen 46 NSIL 500680 Pfizer Ltd. 71 PFIZER
504741 Indian Hume Pipe 17 INDIANHUME 532926 Jyothy Labs 40 JYOTHYLAB 500264 Mafatlal Ind 86 - 532641 Nandan Denim 86 NDL 506590 Phillips Carbon 14 PHILIPCARB

DSIJ.in JULY 20 - AUG 02, 2020 I DALAL STREET INVESTMENT JOURNAL 53


Databank Company Index
Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE Ticker Company Ind. NSE
Code Code Code Code Code Code Code Code Code Code
503100 Phoenix Mills 24 PHOENIXLTD 505368 Revathi Equipment Lt 21 REVATHI 516016 Shreyans Inds. 68 SHREYANIND 531426 T Nadu Newsprint 68 TNPL 532646 Uniply Industries 54 UNIPLY
523642 PI Industries 69 PIIND 520008 Rico Auto Inds. 6 RICOAUTO 520151 Shreyas Shipping & L 83 SHREYAS 532390 Taj GVK Hotels & Res 51 TAJGVK 507878 Unitech Ltd. 24 UNITECH
530305 Piccadily Agro I 84 - 524480 Riddhi Siddhi Gluco 63 - 512453 Shri Jagdamba Poly 70 - 532890 Take Solutions Ltd. 23 TAKE 532478 United Breweries Ltd 11 UBL
500331 Pidilite Inds. 19 PIDILITIND 541556 Rites Ltd. 77 RITES 532498 Shriram City Uni 46 SHRIRAMCIT 505160 Talbros Auto. 6 TALBROAUTO 522014 United Drilling Tool 37 -
500327 Pil Italica Lifestyl 74 PILITA 500366 Rolta India 23 ROLTA 532945 Shriram EPC Ltd. 77 SHRIRAMEPC 500777 Tamilnadu Petroprod 40 TNPETRO 532432 United Spirits 11 MCDOWELL-N
539883 Pilani Investmen 46 PILANIINVS 533168 Rossell India 73 ROSSELLIND SHRIPIST Shriram Pistons 6 SHRIPISTON 506854 Tanfac Inds. 19 - 504212 Universal Cables 12 UNIVCABLES
531879 Pioneer Distille 11 PIONDIST 517500 Roto Pumps Ltd 37 - 511218 Shriram Trans.Fi 46 SRTRANSFIN 532790 Tanla Solutions 23 TANLA 542933 Universus Photo Imag 72 UNIVPHOTO
500302 Piramal Enterprises 71 PEL 532699 Royal Orchid Hotels 51 ROHLTD 542019 Shubham Polyspin 86 - 519091 Tasty Bite 40 TASTYBITE 512070 UPL 69 UPL
513519 Pitti Engineering 37 PITTIENG 532983 RPG Life Sciences 71 RPGLIFE 500550 Siemens Ltd. 37 SIEMENS 500770 Tata Chemicals 20 TATACHEM 526987 Urja Global 77 URJA
500333 Pix Transmission 80 - 500350 RSWM Ltd. 86 RSWM SILVERTU Silver Touch Technol 23 SILVERTUC 532301 Tata Coffee Ltd. 73 TATACOFFEE 517146 Usha Martin Ltd. 53 USHAMART
523648 Plastiblends Ind 74 PLASTIBLEN 500367 Rubfila Internationa 80 - 523838 Simplex Infrastructu 24 SIMPLEXINF 500483 Tata Communications 64 TATACOMM 513216 Uttam Galva Steels 53 UTTAMSTL
532366 PNB Gilts Ltd. 46 PNBGILTS 503169 Ruby Mills 86 RUBYMILLS 523023 SinclairsHotels 51 - 532540 Tata Consultancy 23 TCS 532729 Uttam Sugar Mills 84 UTTAMSUGAR
540173 PNB Housing Finance 45 PNBHOUSING 509020 Ruchi Infrastructure 32 RUCHINFRA 532029 Sindhu Trade Links 46 - 500800 Tata Consumer Produc 73 TATACONSUM 500254 Uttam Value Steels 53 UVSL
539150 PNC Infratech 24 PNCINFRA 500368 Ruchi Soya Inds. 32 RUCHI 505729 Singer India 37 - 500408 Tata Elxsi Ltd. 23 TATAELXSI 534976 V Mart Retail 79 VMART
524570 Poddar Pigments 31 PODDARMENT 532785 Ruchira Papers Ltd. 68 RUCHIRA SINTERCO Sintercom India 6 SINTERCOM 501301 Tata Investment 46 TATAINVEST 532953 V-Guard Ind.Ltd. 33 VGUARD
532486 Pokarna Ltd. 48 POKARNA 539226 Rudra Global Infra P 53 - 502742 Sintex Industrie 86 SINTEX 513434 Tata Metaliks 53 TATAMETALI 532867 V2 Retail 79 V2RETAIL
507645 Polson Ltd. 31 - 533552 Rupa & Company L 86 RUPA 540653 Sintex Plastics Tech 74 SPTL 500570 Tata Motors Ltd. 8 TATAMOTORS 533269 Va Tech Wabag Ltd. 37 WABAG
531768 Poly Medicure Lt 60 POLYMED 533470 Rushil Decor Ltd. 54 RUSHIL SIRCAEQ Sirca Paints India 67 SIRCA 500400 Tata Power Co. 75 TATAPOWER 532320 Vaarad Ventures 46 -
542652 Polycab India 12 POLYCAB 540497 S Chand & Company 81 SCHAND 532795 SITI Networks 39 SITINET 500470 Tata Steel 53 TATASTEEL 519156 Vadilal Indus. 40 VADILALIND
524051 Polyplex Corpn. 66 POLYPLEX 539450 S H Kelkar & Company 19 SHK 503811 Siyaram Silk 86 SIYSIL 500055 Tata Steel BSL 53 TATASTLBSL 532156 Vaibhav Global 79 VAIBHAVGBL
532626 Pondy Oxides & C 19 - 540048 S P Apparels Ltd. 86 SPAL 533206 SJVN Ltd. 75 SJVN 513010 Tata Steel Long Prod 53 TATASTLLP 511431 Vakrangee 23 VAKRANGEE
532460 Ponni Sugars (Erode) 84 PONNIERODE 539346 Sadbhav Infrastructu 52 SADBHIN 500472 SKF India 10 SKFINDIA 532371 Tata Teleservices (M 64 TTML 540145 Valiant Organics 19 -
-- Vardhman Acrylics Lt 86 VARDHACRLC
532810 Power Finance Co 46 PFC 506642 Sadhana Nitro 31 - 539861 SKIL Infrastructure 24 SKIL 540212 TCI Express 56 TCIEXP
500439 Vardhman Holdings 46 VHL
532898 Power Grid Corpo 76 POWERGRID 523025 Safari Indus. 66 SAFARI 538562 Skipper Ltd. 37 SKIPPER 532349 TCI Ltd. 88 TCI
534392 Vardhman Special St 53 VSSL
539302 Power Mech Projects 77 POWERMECH 502090 Sagar Cements 16 SAGCEM 532143 SKM Egg Produc 40 SKMEGGPROD 541700 TCNS Clothing 86 TCNSBRANDS
502986 Vardhman Textiles Lt 86 VTL
532934 PPAP Automotive 6 PPAP -- Sagardeep Alloys 61 SAGARDEEP 532419 Smartlink Holdings 46 SMARTLINK 523301 TCPL Packaging 59 TCPLPACK
541578 Varroc Engineering 6 VARROC
539351 Prabhat Dairy 40 PRABHAT 532841 Sahyadri Industries 17 - 505192 SML Isuzu Ltd. 8 SMLISUZU 533553 TD Power Systems Ltd 34 TDPOWERSYS
540180 Varun Beverages Ltd. 11 VBL
540027 Prabhat Technologies 85 - 515043 Saint-Gobain Sekurit 47 - 540679 SMS Lifesciences Ind 71 SMSLIFE 539658 TeamLease Service 81 TEAMLEASE
533156 Vascon Engineers Ltd 24 VASCONEQ
522205 Praj Industries 38 PRAJIND SAKAREQ Sakar Healthcare 50 SAKAR 532815 SMS Pharmaceuticals 71 SMSPHARMA 532755 Tech Mahindra Ltd. 23 TECHM
500295 Vedanta 62 VEDL
506022 Prakash Indus. 53 PRAKASH 590051 Saksoft Ltd. 23 SAKSOFT 538635 Snowman Logistics Lt 56 SNOWMAN 542141 Techno Electric&Eng 38 TECHNOE
505232 Veljan Denison 21 -
542684 Prakash Pipes 74 PPL 511066 Sakthi Finance 46 - 532784 Sobha 24 SOBHA 532804 Technocraft Industri 53 TIIL
523261 Venky’s (India) Ltd. 49 VENKEYS
540724 Prataap Snacks 40 DIAMONDYD 507315 Sakthi Sugars 84 SAKHTISUG 532725 Solar Industries Ind 63 SOLARINDS 540595 Tejas Networks 64 TEJASNET
512229 Veritas (India) Ltd. 37 -
539636 Precision Camshafts 6 PRECAM 532713 Sakuma Exports 87 SAKUMA 541540 Solara Active Pharma 71 SOLARA 505400 Texmaco Infrastructu 24 TEXINFRA
-- Vertoz Advertising 39 VERTOZ
523539 Precision Wires 61 PRECWIRE 540642 Salasar Techno Engin 37 SALASAR 507514 Som Distilleries 11 SDBL 533326 Texmaco Rail & Engin 38 TEXRAIL
520113 Vesuvius India 63 VESUVIUS
526247 Premier Explos. 63 PREMEXPLN 517059 Salzer Electr. 33 SALZERELEC 531548 Somany Ceramics Ltd. 18 SOMANYCERA 507753 TGV SRAAC 20 - 539331 Veto Switchgears & C 33 VETO
533274 Prestige Estates Pro 24 PRESTIGE 520075 Samkrg Pistons & Rin 6 - 542905 Somany Home Innovat 18 SHIL 533158 Thangamayil Jeweller 29 THANGAMAYL 531717 Vidhi Specialty Food 31 VIDHIING
540293 Pricol L 6 PRICOLLTD 526725 Sandesh 59 SANDESH 532221 Sonata Software 23 SONATSOFTW 590062 The Andhra Sugars 20 ANDHRSUGAR 531069 Vijay Solvex Ltd 32 -
532748 Prime Focus 39 PFOCUS 541163 Sandhar Technologies 6 SANDHAR 532679 SORIL Infra Resource 79 SORILINFRA 542460 The Anup Engineering 38 ANUP 530961 Vikas Ecotech L 80 VIKASECO
500337 Prime Securities 46 PRIMESECU 504918 Sandur M & I Ore 62 - 516108 South India Pape 68 - 522073 The Hi-Tech Gears 6 HITECHGEAR 542655 Vikas Multicorp 19 VIKASMCORP
542907 Prince Pipes & Fitti 74 PRINCEPIPE 514234 Sangam India Ltd 86 SANGAMIND 532218 South Indian Ban 43 SOUTHBANK 540954 The Indian Wood Prod 54 - 531518 Vikas Proppant & Gra 40 VIKASPROP
500338 Prism Johnson 16 PRSMJOHNSN 526521 Sanghi Industrie 17 SANGHIIND 542759 Spandana Sphoorty Fi 46 SPANDANA 540769 The New India Assur 46 NIACL 519307 Vikas WSP 19 VIKASWSP
539359 Pritika Auto Ind. 37 - 530073 Sanghvi Movers L 38 SANGHVIMOV 534425 Speciality Restauran 51 SPECIALITY 500260 The Ramco Cements 16 RAMCOCEM 524394 Vimta Labs Ltd. 50 VIMTALABS
534675 Prozone Intu Propert 77 PROZONINTU SANGINIT Sanginita Chemicals 19 SANGINITA 542337 Spencer’s Retail 79 SPENCERS UNITEDTE The United Nilgiri 73 UNITEDTEA 524200 Vinati Organics 19 VINATIORGA
540544 PSP Projects 24 PSPPROJECT 532435 Sanmit Infra 24 - 590030 SPIC 42 SPIC THEJOSM Thejo Engineering Lt 37 THEJO 517015 Vindhya Telelink 13 VINDHYATEL
532524 PTC India 75 PTC 500674 Sanofi India 71 SANOFI 500285 Spicejet Ltd. 2 SPICEJET 530199 Themis Medicare Ltd. 71 THEMISMED 524129 Vinyl Chemicals 19 VINYLINDIA
533344 PTC India Financial 46 PFS 519260 Sanwaria Consumer 32 SANWARIA 532842 Sree Rayalaseema Hi- 19 SRHHYPOLTD 500411 Thermax 37 THERMAX 507880 VIP Indus. 74 VIPIND
539006 PTC Industries 37 - 504614 Sarda Energy & Miner 53 SARDAEN 535601 Sreeleathers Ltd. 55 SREEL 539310 Thinkink Picturez 39 - 511726 Vipul Ltd. 24 VIPULLTD
509220 PTL Enterprises 46 PTL 532163 Saregama India Ltd. 39 SAREGAMA 523756 SREI Infrastructure 46 SREINFRA 500412 Thirumalai Chem. 19 TIRUMALCHM 530627 Vipul Organics 31 -
539785 Pudumjee Paper Produ 68 PDMJEPAPER 526885 Sarla Performance Fi 86 SARLAPOLY 503806 SRF Ltd. 86 SRF 500413 Thomas Cook (I) 63 THOMASCOOK 532372 Virinchi L 23 -
533295 Punj. & Sind Ban 44 PSB 532663 Sasken Technologies 23 SASKEN 534680 SRG Housing Finance 45 - 539871 Thyrocare Tech. 50 THYROCARE 509055 Visaka Indus. 17 VISAKAIND
506852 Punj. Alkalie 20 - 533259 Sastasundar Ventures 46 SASTASUNDR 513605 Srikalahasthi Pipes 53 SRIPIPES 590005 Tide Water Oil 58 TIDEWATER 538598 Vishal Fabrics Ltd. 86 VISHAL
532461 Punj. NationlBak 44 PNB 511076 Sat Industries Ltd. 87 - 540575 Star Cement 16 STARCEMENT 505196 TIL Ltd. 87 TIL 516072 Vishnu Chemicals 19 VISHNU
506618 Punjab Chemicals and 69 PUNJABCHEM 539201 Satia Industries 68 SATIA 516022 Star Paper Mills 68 STARPAPER 507205 Tilaknagar Industrie 11 TI 542852 Vishwaraj Sugar Ind 84 VISHWARAJ
532891 Puravankara 24 PURVA 539404 Satin Creditcare 46 SATIN 540492 Starline Precious St 29 - 532856 Time Technoplast Ltd 66 TIMETECHNO 532660 Vivimed Labs 71 VIVIMEDLAB
532689 PVR Ltd. 39 PVR 502175 Saurashtra Cemen 16 - 512531 State Trading 87 STCINDIA 500414 Timex Group India 25 - 511333 VLS Finance L 46 VLSFINANCE
539978 Quess Corp 81 QUESS 524667 Savita Oil Tech 70 SOTL 500113 Steel Authority 53 SAIL 522113 Timken India Ltd 10 TIMKEN 532822 Vodafone Idea L 64 IDEA
539678 Quick Heal Technolog 23 QUICKHEAL 523710 Sayaji Hotels Lt 51 - 513517 Steel Cast 15 - 504966 Tin Plate Co. 61 TINPLATE 522122 Voith Paper Fabrics 86 -
532735 R Systems Internat. 23 RSYSTEMS 500112 SBI 44 SBIN 534748 Steel ExchangeIndia 53 STEELXIND 532375 Tips Industries 39 TIPSINDLTD 532757 Voltamp Transformers 76 VOLTAMP
532497 Radico Khaitan Ltd. 11 RADICO 543066 SBI Cards and Pay 46 SBICARD 513262 Steel Strips Wheels 6 SSWL 532966 Titagarh Wagons Ltd. 38 TWL 500575 Voltas Ltd. 25 VOLTAS
531412 Radix Industries 63 - 540719 SBI Life Insurance 46 SBILIFE 533316 STEL Holdings 46 STEL 500114 Titan Company 29 TITAN 539118 VRL Logistics Ltd. 56 VRLLOG
542649 Rail Vikas Nigam 24 RVNL 511672 Scan Steels 53 - 542760 Sterling and Wilson 37 SWSOLAR 500420 Torrent Pharmac 71 TORNTPHARM 509966 VST Industries 40 VSTIND
500339 Rain Industries 16 RAIN 526544 Scanpoint Geomatics 23 - 530759 Sterling Tools L 37 STERTOOLS 532779 Torrent Power Ltd. 75 TORNTPOWER 531266 VST Tillers Tr 9 VSTTILLERS
532503 Rajapalayam Mill 86 - 505790 Schaeffler India 10 SCHAEFFLER 532374 Sterlite Technologie 13 STRTECH 526650 Tourism Finance 46 TFCILTD 533023 WABCO India 6 WABCOINDIA
531500 Rajesh Exports L 29 RAJESHEXPO 534139 Schneider Electric 33 SCHNEIDER 504959 Stovec Indus. 38 - 526582 TPL Plastech Ltd. 74 TPLPLASTEH 507410 Walchandnagar 38 WALCHANNAG
517522 Rajratan Global Wire 53 RAJRATAN 505141 Scooters India 5 - 532531 Strides Pharma Scien 71 STAR 532928 Transformers & Recti 76 TRIL 523660 Waterbase Ltd. 4 WATERBASE
500355 Rallis India 69 RALLIS 526807 Seamec Ltd. 83 SEAMECLTD 526951 Stylam Industries 54 - 506687 Transpek Indus. 19 - 532144 Welspun Corp 53 WELCORP
522281 Ram Ratna Wires 61 - 540673 Security and Intelli 81 SIS 532348 Subex Ltd. 23 SUBEX 500251 Trent Ltd. 79 TRENT 532553 Welspun Enterprises 24 WELENT
532369 Ramco Industries 17 RAMCOIND 530075 Selan Exploratio 65 SELAN 517168 Subros Ltd. 6 SUBROS 532159 Trescon L 49 - 514162 Welspun India 86 WELSPUNIND
532370 Ramco Systems Lt 23 RAMCOSYS 512529 Sequent Scientific 71 SEQUENT 506655 Sudarshan Chem. 31 SUDARSCHEM 534369 Tribhovandas Bhimji 29 TBZ 500365 Welspun Specialty 53 -
532527 Ramkrishna Forgings 15 RKFORGE 502450 Seshasayee Paper 68 SESHAPAPER 524542 Sukhjit Starch & 40 - 521064 Trident Ltd. 86 TRIDENT 505412 Wendt India 37 WENDT
533262 Ramky Infrastructure 24 RAMKY 505075 Setco Automotive 6 SETCO 542920 Sumitomo Chemical 69 SUMICHEM 517562 Trigyn Technolog 23 TRIGYN 500444 West Coast Paper 68 WSTCSTPAPR
532661 Rane (Madras) 6 RML 524324 Seya Industries 19 SEYAIND 533306 Summit Securities 46 SUMMITSEC 532356 Triveni Eng.&Ind.Ltd 84 TRIVENI 505533 Westlife Development 51 WESTLIFE
532987 Rane Brake Lining Lt 6 RBL 501423 Shaily Engineering P 74 - 532872 Sun Pharma Advanced 63 SPARC 533655 Triveni Turbine 34 TRITURBINE 590073 Wheels India Ltd. 6 WHEELS
532988 Rane Engine Valve Lt 6 RANEENGINE 531431 Shakti Pumps (In 37 SHAKTIPUMP 524715 Sun Pharma. 71 SUNPHARMA 507747 TTK Healthcare Ltd. 71 TTKHLTCARE 500238 Whirlpool of Ind 25 WHIRLPOOL
505800 Rane Holdings Ltd. 46 RANEHOLDIN 540797 Shalby 50 SHALBY 532733 Sun TV Network Ltd. 39 SUNTV 517506 TTK Prestige L 25 TTKPRESTIG 526586 Wim Plast Ltd 74 -
524230 Rashtriya Chemicals 42 RCF 509874 Shalimar Paints 67 SHALPAINTS 520056 Sundaram Clayton 6 SUNCLAYLTD 540762 Tube Investments 28 TIINDIA 522029 Windsor Machines 38 WINDMACHIN
540796 Ratnabhumi Developer 24 - 540425 Shankara Building Pr 87 SHANKARA 500403 Sundaram Fasten. 6 SUNDRMFAST 506808 Tuticorin Alk. 20 - 524758 Wintac Ltd. 71 -
520111 Ratnamani Metals 53 RATNAMANI 522034 Shanthi Gears 6 SHANTIGEAR 590071 Sundaram Finance 46 SUNDARMFIN 532515 TV Today Network Ltd 39 TVTODAY 507685 Wipro Ltd 23 WIPRO
532300 Wockhardt Ltd. 71 WOCKPHARMA
534597 RattanIndia Infra 52 RTNINFRA 538666 Sharda Cropchem 69 SHARDACROP -- Sundaram Finance Hol 46 SUNDARMHLD 532800 TV18 Broadcast 39 TV18BRDCST
538268 Wonderla Holidays Lt 63 WONDERLA
533122 RattanIndia Power 75 RTNPOWER 535602 Sharda Motor Ind 6 SHARDAMOTR 590072 SundaramBrakeLining 6 SUNDRMBRAK 532513 TVS Electronics 22 TVSELECT
505872 WPIL Ltd. 37 -
504341 Ravindra Energy Ltd. 75 - 540725 Share India Securiti 46 - 500404 Sunflag Iron 53 SUNFLAG 532343 TVS Motor Co. Ltd. 5 TVSMOTOR
532616 Xchanging Solutions 23 XCHANGING
500330 Raymond Ltd 86 RAYMOND 540203 Sheela Foam 70 SFL 512179 Sunteck Realty Ltd. 24 SUNTECK 509243 TVS Srichakra Lt 89 TVSSRICHAK
542367 Xelpmoc Design and T 23 XELPMOC
540065 RBL Bank 43 RBLBANK 540757 Sheetal Cool Product 40 - 523283 Superhouse Ltd. 55 SUPERHOUSE 532384 Tyche Industries 71 -
531225 Xtglobal Infotech 23 -
532955 REC 46 RECLTD 538685 Shemaroo Entertainme 39 SHEMAROO 532509 Suprajit Enginee 6 SUPRAJIT 500464 Ucal Fuel System 6 UCALFUEL
516030 Yash Pakka 68 -
532805 Redington (India) Lt 22 REDINGTON 530549 Shilpa Medicare L 71 SHILPAMED 509930 Supreme Inds. 74 SUPREMEIND 532505 UCO Bank 44 UCOBANK
541167 Yasho Industries 63 -
532884 Refex Industries 63 REFEX 523598 Shipping Corpn. 83 SCI 500405 Supreme Petroche 70 SUPPETRO 530131 Udaipur Cement Works 16 -
532648 YES Bank Ltd. 43 YESBANK
530517 Relaxo Footwears 55 RELAXO 532323 Shiva Cement Ltd 16 - 500336 Surya Roshni Ltd 53 SURYAROSNI 539518 Uday Jewellery 29 -
522108 Yuken India 37 -
500111 Reliance Capital 46 RELCAPITAL 511108 Shiva Texyarn Ltd. 86 SHIVATEX 532782 Sutlej Textiles & In 86 SUTLEJTEX 500148 Uflex Ltd. 66 UFLEX
505537 Zee Entertainment En 39 ZEEL
532712 Reliance Com 64 RCOM 513097 Shivalik Bimetal 53 - 530239 Suven Life Sciences 71 SUVEN 539141 UFO Moviez India Ltd 39 UFO
533287 Zee Learn Ltd. 81 ZEELEARN
540709 Reliance Home Fin 45 RHFL 539148 Shivalik Rasayan 69 - 543064 Suven Pharmaceutical 71 SUVENPHAR 530363 Ugar Sugar Works 84 UGARSUGAR 532794 Zee Media Corp 39 ZEEMEDIA
523445 Reliance Ind.Inf 77 RIIL 532776 Shivam Autotech Ltd. 6 SHIVAMAUTO 537259 Suyog Telematics 85 - 511742 Ugro Capital 46 - 533339 Zen Technologies Ltd 23 ZENTEC
500325 Reliance Inds. 78 RELIANCE 532638 Shoppers Stop 79 SHOPERSTOP 532667 Suzlon Energy Ltd. 38 SUZLON 533644 Ujaas Energy 35 UJAAS 532039 Zenotech Laboratorie 71 -
500390 Reliance Infrastruct 75 RELINFRA 500387 Shree Cement 16 SHREECEM 505590 SVP Global Ventures 86 - 539874 Ujjivan Financial 46 UJJIVAN 504067 Zensar Technologies 23 ZENSARTECH
533107 Reliance Naval 82 RNAVAL 502180 Shree Digvijay 16 SHREDIGCEM 503310 Swan Energy Ltd. 86 SWANENERGY 542904 Ujjivan SmallFinance 43 UJJIVANSFB 505163 ZF Steering Gear 6 -
532939 Reliance Power L 75 RPOWER 539470 Shree Ganesh Bio-Tec 49 - 500407 Swaraj Engines 37 SWARAJENG 506685 Ultramarine Pig. 31 - 541400 Zim Laboratories 71 -
532915 Religare Enterprises 46 RELIGARE 512463 Shree Global Tra 87 - 532051 Swelect Energy Syste 33 SWELECTES 532538 UltraTech Cement 16 ULTRACEMCO 521163 Zodiac Clothing 86 ZODIACLOTH
532923 Renaissance Global 29 RGL 539334 Shree Pushkar Chemic 19 SHREEPUSHK 517385 Symphony 25 SYMPHONY 500231 Umang Dairies Ltd. 40 UMANGDAIRY ZOTAEQ Zota Healthcare 71 ZOTA
535322 Repco Home Finance L 45 REPCOHOME 500356 Shree Rama Newsprint 68 RAMANEWS 524470 Syncom Formul. 71 - 506690 Unichem Labs 71 UNICHEMLAB 534742 Zuari Agro Chemicals 42 ZUARI
532687 Repro India Ltd. 59 REPRO 532670 Shree Renuka Sugars 84 RENUKA 541929 Synergy Green Ind 15 - 532477 Union Bank of In 44 UNIONBANK 500780 Zuari Global 24 ZUARIGLOB
505509 Responsive Industrie 74 RESPONIND -- Shrenik L 68 SHRENIK 539268 Syngene Internationa 63 SYNGENE 500429 Uniphos Enterprises 87 UNIENTER 531335 Zydus Wellness Ltd. 40 ZYDUSWELL

54 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02, 2020 DSIJ.in


Special Report

Cement Industry
A Bond Gone Weak
One of the sectors worst affected by the virus pandemic and the ensuing lockdown in India has been cement. With
infrastructure development and the housing industry screeching to a grinding halt, the cement industry has posted an
86 per cent year-on-year fall. Further, it is going to take quite some time for normalcy to return. Anthony Fernandes
takes stock

G
lobally, the cement industry has immense It is the fourth-largest revenue contributor to the national
forward and backward linkages with a exchequer and second-largest revenue contributor to the
nation’s economy. For a developing and Indian Railways. It contributed nearly USD 7.14 billion per
transitioning economy like India, the value annum to the government through taxes and levies, and about
proposition of the cement industry is even USD 1.29 billion to the Indian Railways via fright revenue.
more significant given that it caters to the
large infrastructure requirements of a growing and urbanizing What also helps is that the Government of India has a strong
country. Accounting for over 7 per cent of the global capacity, focus on infrastructure development with the announcement
the Indian cement industry is the second-largest in the world, of several schemes that cut across manufacturing, housing and
second only to neighbouring China. Apart from playing a education. At the heart of this planned infrastructure
binding and pivotal role in both the infrastructure development is the cement industry and hence its value
development and socio-economic development of the country, proposition for laying the foundations of a new India is truly
the Indian cement industry is also a major revenue contributor. unique.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 55


Special Report

Source: IBEF

Impact of the Pandemic scale rather than on a city level. The last time the country had
such a dramatic dip in cement production was in late 2016
Given its close linkage with the real estate sector in the country, when the government introduced its demonetization measures
it should come as no surprise that stalled real estate projects and which dented cement production growth rate and national
delayed infrastructure developments due to the outbreak and productivity in the process.
spread of the corona virus have hit the industry hard. Cement is
a primary construction material and has experienced a The month of March was a particularly bad time for the
considerable dip in holistic demand ever since the national government to shut down industrial plants because it is
lockdown. Yet, seeing an 86 per cent year-on-year fall in the normally in this month when annual construction work is at its
world’s second-largest cement producer is significant. Cement peak, and cement production usually hits a high during this
production declined to 4.1 MT from 29.2 MT. Further data period too. Credit rating agency, Care Ratings, has slated
shows that as part of the Indian government’s eight core cement production to drop by 25-30 per cent in FY21 as the
industries, steel and cement production suffered the most. Coal, pandemic sucked demand from the end-user industries. This
crude oil, natural gas, petroleum refinery products, fertilisers would be the steepest fall for the industry in any year. Capacity
and electricity generation all fell by far less. utilisation in FY21 is seen at 40-45 per cent. This follows a
figure of 65-70 per cent over the last six years with the exception
of FY20 when it was dragged down to 61 per cent.

Most of the top Indian companies in this space like Ultratech


Cement, Orient Cement, Ambuja Cement, India Cement,
Dalmia Bharat, JK Lakshmi Cement, Shree Cement and others
had suspended their operations by various levels in the first
phase of the lockdown in March 2020. It was only during
mid-April 2020 that operations of industrial plants in rural
areas were cleared to reopen. Even this was impacted due to
limited manpower availability and logistics constraints, forcing
the plants to run at depleted capacity. All of this started to show
in financial results towards the end of March 2020 as sales
graphs took a deep dive downwards. The worst is yet to filter
Source: Office of the Economic Advisor
through to balance-sheets.

In comparison, China’s monthly cement output only fell by Performance of Cement Companies
around 30 per cent since the peak of the outbreak. This
difference can be accounted for by the fact that there was a To understand the financial impact on the Indian cement
graduated lockdown implemented in China, with the toughest industry during the time of the virus pandemic, we have taken
measures applied in Wuhan, the place the virus was first the financial performance of Indian cement companies for the
identified. The output fell by 80 per cent in this city. So India’s quarter ended March 2020 and have compared that to the same
experience feels somewhat similar, except that it is on a national period for the previous fiscal year. We find that there has been a

56 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


stark decline in net sales and the net profit numbers reported by expensive. EV stands for enterprise value. EBITDA is short for
these companies in Q4FY20. On an average, there has been a earnings before interest, taxes, depreciation and amortization.
9.05 per cent decline in net sales’ figures reported in Q4FY20 as These valuations remain on the back of bleak demand outlook,
compared to that of Q4FY19 with India Cements, Gujarat weak price recovery, and consequently, a poor outlook for
Sidhee Cement and Jaiprakash Associates among those worst earnings. The disruptions caused by the pandemic have resulted
affected. Similarly, net profit saw a decline of 26.13 per cent on in many cement firms delaying their expansion plans for the
an average on a year-on-year basis with Jaiprakash Associates, current fiscal year. So, keeping this in mind, a question that
Saurashtra Cement and India Cements among those being needs to be answered is whether these valuations are
most negatively affected. warranted?

Q4FY20 Financial Performance Of Indian Cement Companies


Company Name Net Sales YoY Change Net Profit YoY Change 3-Month Return 1-Year Return
(in Crore) (%) (in Crore) (%) (%) (%)
ACC Ltd. 3501.71 -10.65 320.79 -6.42 37.23 -12.47
Ambuja Cements Ltd. 6249.66 -8.51 739.07 7.00 30.62 -4.77
Dalmia Bharat Ltd. 2483.00 -12.63 24.00 -90.87 53.34 -28.14
Everest Industries Ltd. 290.46 -21.11 -3.18 -122.16 51.13 -44.97
Gujarat Sidhee Cement Ltd. 165.48 6.23 16.28 238.46 112.33 68.07
HIL Ltd. 645.18 -3.20 23.60 -13.58 71.79 -23.70
Jaiprakash Associates Ltd. 1876.03 -18.98 3068.13 -436.31 122.66 5.56
JK Cement Ltd. 1545.65 -1.21 160.83 17.86 48.72 44.90
JK Lakshmi Cement Ltd. 1137.47 -11.09 98.63 146.45 52.05 -15.27
KCP Ltd. 351.69 -14.26 34.38 -3.97 29.38 -32.70
Ramco Industries Ltd. 231.56 -12.41 18.38 3.90 47.54 -12.95
Sagar Cements Ltd. 303.57 -17.02 1.18 -93.71 29.71 -43.55
Saurashtra Cement Ltd. 176.93 10.16 6.62 -220.36 42.83 4.18
Shree Cement Ltd. 3415.14 -2.13 536.65 56.87 40.13 7.83
Star Cement Ltd. 549.38 2.80 86.84 -5.19 28.53 -21.37
The India Cements Ltd. 1176.40 -26.63 -11.76 -136.11 20.85 29.54
The Ramco Cements Ltd. 1394.00 -9.19 145.67 -10.84 39.41 -15.04
Ultratech Cement Ltd. 10745.62 -13.14 3240.83 198.61 16.25 -13.71
Source: Ace Equity (Data as on July 8, 2020)

We can see that despite showing


lacklustre returns over a one-year
period, these stocks have provided
impressive returns since the onset of
the current financial year. On a
three-month basis, these stocks have
provided returns of around 48.58 per
cent on an average and this surge in
stock price from March-April lows is
believed to be on account of the easing
of the lockdown in many parts of the
country, which has helped the demand
recover. It should be noted that Indian
cement manufacturers are trading at a
premium to their global peers. As the
chart alongside indicates, the one-year
forward price-to-earnings (PE)
multiple of Indian companies is much
higher than that of global counterparts.

Even on an EV or EBITDA basis,


which is another parameter for Source: Bloomberg
valuations, Indian companies are

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 57


Special Report
Global cement makers trade at relatively cheap valuations historical average despite the correction in the stock prices due
because of low capacity utilisation. Even though the problem of to the ongoing crisis.
overcapacity exists in India, cement valuations don’t reflect it.
The sector was expected to see a demand super-cycle in the Outlook
fiscal year 2021. A demand super-cycle occurs when there is a
massive spurt in demand. It was expected that cement demand The cement industry is seeing some demand recovery now that
would improve substantially, aided by the government’s the lockdown is being lifted in many states. Cement dealers’
affordable housing push. But this clearly seems unlikely now channel check by various brokers shows that pent-up demand
and so these valuations hardly justify the sector’s fundamentals. is aiding the sector’s utilisation levels. Further, improvement in
It may be another classic case of how the stock market remains demand is expected to be driven by rural segments. As supply
disconnected from the economy. constraints ease, cement prices have started to recede as well.
Labour issues are expected to be a major hurdle to the sector
According to Jefferies India (P) Ltd., the cement sector is a returning to normalcy. The mass movement of workers back to
good proxy to play the long-term capex revival story, especially their homes made news headlines as it began at the onset of the
since the aggregate leverage across companies is near-zero. lockdown. Now they have to move back and this is unlikely to
Although select players are currently leveraged owing to the be completed until after the monsoon season, by September
recent consolidation, the focus remains high on deleveraging. 2020. Hence, partial recovery is not likely at least until autumn
Therefore, valuations continue to be at a slight premium to the or full recovery of the sector until January 2021 at the earliest. DS

58 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


QueryBoard
Investment Horizon
Query-Specific

MAAN ALUMINIUM LIMITED FRONTIER SPRINGS LIMITED


I have 50 shares of Maan Aluminium. Please advise Please suggest whether to invest in Frontier Springs
next course of action. Limited.
 - J Jitendra
 - Alokmaya Jana

SELL AVOID
BSE/NSE Code 532906 / MAANALU BSE Code 522195 / FRONTSP
Face Value `10 Face Value `10
CMP `53.75 CMP `280.00
52-Week High `87.60 / Low `23.65 52-Week High `380.00 / Low `152.85
Your Current -- Your Current --
Profit/(Loss) Profit/(Loss)

M F
aan Aluminium Limited is engaged in the business of rontier Springs Limited is engaged in the manufacturing
manufacturing aluminium profiles and other related of coil springs, leaf springs, Link-Hofmann Busch (LHB)
activities with its principal engagement being the springs and forging items. The company also manufac-
production of basic precious and other nonferrous metals. The tures tubes, pipes, hollow profiles and tube and pipe fittings of
company’s products are offered in milled finish, silver matte cast iron and cast steel. On a standalone quarterly front, the
finish and anodized finish in various shades between light company reported net sales of `21.75 crore in Q4FY20,
bronze to black. On the standalone financial front, for the third declining by 10.55 per cent from `24.31 crore reported in the
quarter of FY20, the company reported net sales of `126.10 same quarter for the previous fiscal year. The profit before taxes
crore – a decrease of 14.9 per cent from net sales of `148.17 in Q4FY20 came in at `4.71 crore, increasing by 44.47 per cent
crore for the corresponding quarter of the previous fiscal year. from `3.26 crore in Q4FY19. Net profit grew by 65.21 per cent
PBDT reduced by 29.79 per cent for the third quarter of FY20 to `4.56 crore in Q4FY20 from `2.76 crore in the corresponding
and was `2.64 crore as compared to `3.76 crore for the third quarter for the previous fiscal year.
quarter of FY19. For the third quarter of FY20, net profit
decreased by 36.59 per cent and was recorded at `1.30 crore as On the annual front, net sales grew by 20.13 per cent to `99.87
compared to `2.05 crore posted for the third quarter of the crore in FY20 from `83.13 crore in the previous fiscal year.
previous fiscal year. On the annual front, net sales for FY19 Profit before tax expanded by 70.48 per cent to `17.56 crore in
amounted to `651.99 crore – an increase of 45.19 per cent as FY20 from `10.30 crore in FY19. Net profit increased by 67.14
compared to `449.07 crore for FY18. For FY19, the PBDT per cent to `14.04 crore in FY20 from `8.40 crore in the
increased by 44.08 per cent to `16.54 crore compared to previous fiscal year. Although the company has given encourag-
`11.48 crore for FY18. Net profit for FY19 was `9.22 crore, ing results for the quarter ended March 2020, it is relatively
increasing by 43.61 per cent as compared to `6.42 crore small and hence is susceptible to volatility, especially in the
reported for the previous fiscal year. Considering the company’s current market environment.- Hence, we recommend our
financials for the quarter, we recommend a SELL. investor readers to AVOID this scrip.

Readers are requested to send only one query at a time so that more readers get a chance. For complaints regarding non-receipt of
dividend, bonus, rights and other matters, investors may write to www.investor.sebi.gov.in

Company Name: DEMOCRATIZING WEALTH CREATION

Vol. No. 35
31 No.
No.20
17
Query:
Send in your queries:
DSIJ Pvt.
C-305,
C-101, 3rd
1st Floor, Trade Center,
Name: North Main Road, Near Axis Bank,
Opp. Lane No. 6, Koregaon Park,
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E-mail: Email:editorial@DSIJ.in

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 59


QueryBoard
Investment Horizon
Query-Specific

EDELWEISS FINANCIAL SERVICES LIMITED DEN NETWORKS LIMITED


Could you kindly share your views on Edelweiss
Financial Services Limited’s stock? I am holding 250 I have shares of DEN Networks bought at `90 per
shares bought at `150. share. Should I hold or sell?
 - M Gokul  - R Jayanth

SELL HOLD
NSE Code 532922 / EDELWEISS BSE/NSE Code 533137 / DEN
Face Value `1 Face Value `10
CMP `58.40 CMP `85.45
52-Week High `176.10 / Low `29.90 52-Week High `98.00 / Low `25.85
Your Current (61.06 per cent) Your Current (5.05 per cent)
Profit/(Loss) Profit/(Loss)

E D
delweiss Financial Services Limited is a holding com- EN Networks Limited is a cable television company
pany engaged in providing investment banking and advi- engaged in the distribution of television channels
sory services along with holding activities and invest- through analogue and digital cable distribution
ments. The company’s business segments include agency network along with the provision of broadband service. Its
business, capital-based business and life insurance. Its agency segments include cable, which consists of distribution and
business segment is engaged in providing broking, advisory, promotion of television channels, and broadband, which
product distribution and other fee-based services. Its capital- consists of providing internet services.
based business segment includes income from treasury,
investments and financing. Its life insurance segment repre- On the consolidated financial front, in Q4FY20, the company
sents results of Edelweiss Tokio Life Insurance Company reported sales of `327.80 crore, an increase of around 20.03 per
Limited, a subsidiary of the company. cent compared to net sales of `273.11 crore reported in
Q4FY19. There was a 59.64 per cent rise in operating income
On the quarterly consolidated financial front, the income from from `65.32 crore for Q4FY20 to `104.27 crore reported in
interest was reported at `1,373.45 crore for Q4FY20, which is a Q4FY19. For Q4FY20, the company gained net profit of `25.93
decrease of 14.34 per cent as compared to `1,603.48 crore crore as against net loss of `213.33 crore incurred in Q4FY19.
reported for Q4FY19. The total income calculated for Q4FY20
fell by 35.35 per cent to `1,965.87 crore from `3,041.20 crore in On the annual front, net sales for FY20 have increased by 7.08
Q4FY19. For Q4FY20, the company incurred a net loss of per cent to `1,291.45 crore from `1,206.07 crore in FY19.
`2,281.55 crore as against net profit of `246.32 crore gained in Operating profit for FY20 expanded by 69.11 per cent to
Q4FY19. `387.33 crore from `229.04 crore posted for FY19. In FY20, the
company gained net profit of `57.51 crore as against net loss of
On the annual front, for FY20 the company posted interest `295.16 incurred in FY19.
income of `5,901.95 crore – a decrease of 13.68 per cent
compared to `6,837.89 crore for FY19. The total income for FY20 In October 2018, Reliance Industries (RIL) announced that it
fell by 13.96 per cent to `9,602.63 crore from `11,161.25 crore for had acquired 66 per cent stake in DEN Networks for `2,290
FY19. For FY20, the company reported net loss of `2,043.77 crore crore. The acquisition received approval from the Competition
as against net profit of `1,044.37 crore gained in FY19. Commission of India in January 2019. Additionally, RIL
acquired a 12.05 per cent stake in DEN Networks in March
The previous quarters have been tough for the financial 2019, taking its total stake in the company to 78.62 per cent.
industry which was already under pressure due to a slowing With the appointed date of merger being February 1, 2020, RIL
economy and has been further weakened by the corona merged its businesses TV18 Broadcast, Hathway Cable &
virus-triggered crisis. Going forward, the asset quality of the Datacom and DEN Networks into Network 18 Media and
company may be affected due to the current economic and Investments. As a result, RIL’s stake in Network 18 Media and
financial stress. Though the company intends to focus on Investments reduced from 75 per cent to 64 per cent. This
minimising incremental pandemic-related slippage through move is a growth driver for DEN Networks as its opens up
active portfolio management, it will be a long road ahead. We various growth opportunities. Hence, we recommend
thus recommend a SELL. a HOLD.

60 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Investment Horizon
Query-Specific

DR. LAL PATH LABS LIMITED (DLPL) SAGARSOFT (INDIA) LIMITED.


Should I continue to hold or book profit for 100 I have bought some shares of Sagarsoft (India)
shares of Dr. Lal Path Labs bought at `1,472? Limited. Should I continue to hold?
 - Maya Jaiswal
 -M Shah

HOLD SELL
BSE/NSE Code 539524 / LALPATHLAB BSE/NSE Code 540143 / SAGARSOFT
Face Value `10 Face Value `10
CMP `1912.40 CMP `46.40
52-Week High `1,935.00 / Low `1,037.60 52-Week High `87.50 / Low `25.05
Your Current -- Your Current --
Profit/(Loss) Profit/(Loss)

D S
r. Lal Path Labs Limited (DLPL) is engaged in offering agarsoft (India) Limited is a provider of business informa-
medical diagnostic, cardiology, radiology, pathology tion technology (IT) services, consulting, technology and
and imaging, health check-up, blood test and customer generation services. The principal business activity of the
care services. In addition, the company is engaged in the company is software development and consultancy services. It
business of running laboratories for carrying out pathological offers various solutions such as mobile competency, enterprise
investigations of various branches of biochemistry, hematology, web applications, testing and quality assurance, analytic and
histopathology, microbiology, electrophoresis, immuno-chem- business intelligence and workforce solutions. Its methodology
istry, immunology, virology, cytology and other pathological includes domain expertise, execution models, engagements
and radiological investigations. On a quarterly consolidated models and delivery models.
front, the company’s net sales saw minuscule growth of 0.2 per
cent to `301.70 crore in Q4FY20 from `301.10 crore in the same On the standalone quarterly front, the company reported net
quarter for the previous fiscal year. Operating profit was sales of `8.97 crore in Q4FY20, down by 14.59 per cent from
reported at `69.30 crore in Q4FY20, registering a fall of 13.05 `10.51 crore reported in the same period for the previous fiscal
per cent from `79.70 crore in Q4FY19. Net profit came in at year. The company reported an operating profit of `1.73 crore
`32.60 crore in Q4FY20, down by 31.22 per cent from `47.40 in Q4FY20, down by 26.16 per cent from `2.35 crore in
crore in the corresponding period of the previous fiscal year. Q4FY19.The company’s net profit saw a fall of 68.56 per cent to
`0.48 crore in Q4FY20, from `1.52 crore in the corresponding
In terms of annual trends, the company reported net sales of period for the previous fiscal year.
`1,330.40 crore in FY20, up by 10.55 per cent from `1,203.40
crore in the previous fiscal year. The operating profit in FY20 Looking at the annual trends, the company reported net sales of
was `398.60 crore, increasing by 17.37 per cent from `339.60 `36.73 crore for the fiscal year ended March 2020, down by
crore in FY19. Similarly, net profit saw growth of 13.52 per cent 10.34 per cent from `40.97 crore reported in the fiscal year
to `227.60 crore in FY20 from `200.50 crore in the previous ended March 2019. The company’s operating profit declined by
fiscal year. 50.47 per cent in FY20 to `4.86 crore from `9.82 crore in FY19.
Profit after tax came in at `2.34 crore in FY20, down by 62.5 per
DLPL is all set to benefit from the current corona virus situation cent from `6.23 crore in the previous fiscal year.
as its Delhi laboratory has been approved for virus testing.
Meanwhile, the number of walk-in patients has reduced and The corona virus pandemic has negatively impacted the
demand has been subdued across the B2B and B2C channels performance of the company and may continue to do so,
owing to lockdown. However, once the lockdown is lifted, possibly resulting in postponement, termination or suspension
logistics and number of walk-in patients are likely to improve as of the company’s ongoing projects. Furthermore, restrictions on
around 60 per cent of its business depends on outside Delhi travel may impact the company’s ability to assign and deploy
NCR. DLPL continues to grow inorganically with the recent people at required locations and times to deliver contracted
acquisition of two laboratories, one each in Sangli and Yavatmal services, thereby impacting its revenue and profitability in the
in Maharashtra. Moreover, its debt-free balance-sheet and solid quarters ahead. Owing to this uncertainty, we recommend a
operating performance should remain the keys to drive growth SELL.
in the future. Thus, we recommend a HOLD.
(Closing price as of July 15, 2020)

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 61


Reviews
In this edition, we have reviewed JK Paper Limited and Marico Limited. We suggest our
reader-investors to HOLD in JK Paper Limited and Marico Limited

Change
JK PAPER LIMITED HOLD 18.05 Per Cent
CMP - `99.20

BSE CODE Reco. Price Face Value


532162 `121.05 `10

W
e had previously Operating profit was reported at
recommended JK Paper `207.25 crore in Q4FY20 from `239.58
Limited in Volume 35, Issue crore in Q4FY19. Subsequently, net profit
No. 7, dated March 2-15, 2020, in the decreased by 17.92 per cent to `92.72
‘Low Scrip’ section. The stock was then crore in Q4FY20 from `112.96 crore in
trading at `121.05 and was Q4FY19.
recommended based on market
leadership position, growth prospects On an annual basis, net sales decreased
and large distribution networks. JK Paper by 6.03 per cent to `3,060.19 crore in
is a producer of office papers, printing, FY20 from `3,256.71 crore in FY19.
writing and speciality paper. The Operating profit increased by 6.21 per drop in sales volume. JK Paper is
company offers a range of high-end cent to `975.17 crore in FY20 from comparatively better placed amongst its
coated packaging boards to service `918.12 crore in FY19. Net profit saw a peers owing to its superior product mix
the varied needs of the packaging growth of 10.23 per cent and was and backward integrated operations.
industry. reported at `468.41 crore in FY20 from This should help the company to
`424.94 crore in FY19. continue to outperform the industry
On a consolidated quarterly front, a growth rate as and when things return
decline in net sales of 8.83 per cent to Due to the closure of plants and muted to normalcy.
`735.86 crore was reported in Q4FY20 demand during the virus-driven
from `807.16 crore in Q4FY19. lockdown phase, the company reported Hence, we recommend a HOLD.

Change
MARICO LIMITED HOLD 6.53 Per Cent
CMP - `344.10

BSE CODE Reco. Price Face Value


531642 `368.15 `1

W
e had previously reported at `314 crore in Q4FY20, down
recommended Marico by 2.48 per cent from `322 crore in
Limited in Volume 34, Issue Q4FY19. Net profit came in at `200 crore
No. 17, dated July 22 – August 4, 2019, in in Q4FY20 and `404 crore in Q4FY19,
the ‘Choice Scrip’ segment. The stock was falling by 50.5 per cent.
then trading at `368.15 and was
recommended based on the company’s Looking at the annual trends, net sales
sturdy growth momentum across fell marginally by 0.26 per cent in FY20
segments, better performance than peers to `7,315 crore from `7,334 crore in
and healthy product profile. Marico FY19. The company reported an
manufactures consumer products and operating profit of `1,593 crore in
services in the beauty and wellness space. FY20, increasing by 11.48 per cent earnings’ decline in FY21. It is largely
The company’s principal products from `1,429 crore in FY19. Net profit expected to strengthen its leadership in
include edible oils and value-added hair came in at `1,043 crore in FY20 and the edible oil category during this time as
oils. `1,132 crore in FY19, declining by 7.86 in-home consumption increases and
per cent. small players are affected due to liquidity
On the consolidated quarterly front, net and distribution challenges. We therefore
sales declined by 7.02 per cent to The company has a more resilient recommend a HOLD. DS

`1,496 crore in Q4FY20 from `1,609 portfolio of products than its peers to
crore in Q4FY19. Operating profit was withstand the virus-led sales and (Closing price as of July 15, 2020)

62 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Kerbside
The recommendations provided in this column are taken from various market
sources such as brokers, analysts, dealers and investment strategists, etc. These
recommendations may not be backed by strong fundamentals. Therefore we advise
readers to use their own discretion before investing in these recommendation

REPUTED FOR RELIABILITY


The company is part of the Arvind Mafatlal
NOCIL Group and has been involved in the rubber
BSE Code: 500730 chemicals’ business for over four decades.
CMP: `104.10 Recently, the company filed an application
for anti-dumping investigation on import of
rubber chemicals, especially PX-13, which is a primary antioxidant.
The DGTR have initiated the said case which essentially indicates
that the authorities are prima facie convinced about the existence of
dumping in India. The investigation process will be conducted as per
the rules and sources indicate that some favourable outcome will be
achieved in their findings, which could be a big boost for the stock.
Further, international companies are very seriously looking at
supply chains outside China and NOCIL is one of the most reliable
suppliers of rubber chemicals out of China with additional volumes
which are practically commissioned. Hence, there could be big
re-rating on this stock. Grab it before it is too late!

POISED FOR POSITIVITY Sometime back we had


COLOURFUL AS ALWAYS
seen a stupendous run Berger Paints
M & M Financial in the banking and
BSE Code: 532720 financial stocks. Many BSE Code: 509480
CMP: `193.30 stocks posted a good CMP: `510.40
price spurt along with Berger Paints is the second-largest
rise in volumes. paint company in India. It offers
However, several investors missed this rally. customers a variety of innovative
Meanwhile, the recent cool-off has provided painting solutions, decorative or industrial. The company’s
another chance for those who missed the Q4FY20 performance was below expectations as it was
bus. M & M Financial is such one stock which impacted by the pandemic and the resulting lockdowns.
could be bought now as dealers have However, the stock appears to have stabilised after the fall and
indicated that there has been good buying could be a key beneficiary of the post-pandemic recovery in
interest from HNIs based on the expectation demand. Channel check from the ground level indicates that
that the stock will start on another leg of recovery could be faster, led by small towns. This is a good
upward movement soon. stock to accumulate from a medium-term perspective.

COMMUNICATING WELL Tanla is a Hyderabad-based company. It is a global


Tanla Solutions leader in its domain as one of the largest cloud
BSE Code: 532790 communication providers, handling over 200 billion
business communications annually. Tanla Solutions is
CMP: `87.70 innovating the way the world communicates,
continuously raising the bar through enhanced speed,
ease and simplicity of cloud communication solutions, adopting cutting-edge
technologies like blockchain, artificial intelligence and machine learning to
meet the discerning needs of a diverse clientele from enterprises to carriers
across geographies. There are strong murmurs on the street that something
interesting is likely to be announced in the near term for this stock which may
act as a booster. Hence, there are clear signs of accumulation of this stock.
High-risk traders can join the bandwagon for some speedy gains. DS

(Closing price as of July 15, 2020)

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 63


MF Page - 01

facebook.com/DSIJin twitter.com/DSIJ

Vol. 35. No. 17 • JULY 20 - AUG 02, 2020 www.dsij.in/apps.aspx


enquiry@dsij.in linkedin.com/in/DalalStreetInvestmentJournal

Success Lies in Simplicity Looking Beyond Returns

B
I read your special report titled ‘Downside Risk: Selecting
uying and selling funds can be exciting especially if Funds, Looking Beyond Returns’ and found it very interesting.
you buy low and sell high. Nonetheless, doing it often However, I would like to know which risk parameter is ideal
may be risky if you are investing for your retirement while selecting mutual funds?
and your future is involved. Therefore, it is better to - Samir Poonawala
stick to the age-old ‘buy and hold’ strategy. It is a slow but
steady route to growing your wealth and probably the best
investment strategy. Many renowned investors, both Editor Responds : Thank you for appreciating our story. There is
domestically and internationally, such as Benjamin Graham not a single risk parameter that you can rely on to select mutual
and Warren Buffett are firm believers of the buy and hold type funds. You can use a combination of them to truly understand
of investing. The best part of this strategy is its simplicity and the riskiness of the fund.
low maintenance.

Content
You require to invest very little skill and intelligence after you
have selected the right funds. All you have to do is to keep
monitoring and rebalancing them as and when required.
Selecting the right fund becomes a pivotal decision. Our cover
story this time will help you in taking this important

Cover Story
investment decision. It takes a different route of finding the
funds you should buy and hold. It delves deep into it and tries
to understand the ‘factors’ that have performed better in the
MF Page
02
long run. Deciding On Funds To
Factors are persistent drivers of returns across asset classes. As Buy And Hold
an investor, you can use these factors to better capture their
potential for excess return. Your funds should be such that they
have these factors. A couple of examples of factors are size and
value, which means that in the long run assets with lower Financial Planning MF Page
07
market-cap outperform the market. Similarly, value
outperforms growth.
You can diversify your investment to capture different factors
that minimise your chances of losses and maximise chances of Special Report MF Page
10
success. Elsewhere in this issue we have also covered the Small Savings Schemes:
mutual fund options that you have in the wake of the lowering
of interest rates in most of the government saving schemes. The Losing Their Shine?
fall in interest rate has made many investment avenues
unattractive. Hope this issue will help you to make a profitable
investment decision. We will be happy to receive your feedback
and suggestions. Special Report MF Page
12
In Debt Funds, Be Alert
SHASHIKANT About The Warning Signs!

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 65


Cover Story MF page - 02

Deciding On Funds To
Buy And Hold
The funds that you buy and hold serve as anchors providing a sense
of stability and direction for portfolios. Therefore, the choice of funds
should be such that they require minimum maintenance and yield
good returns over a specified period of time

66 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


MF page - 03

T
he recent fall in the equity market has highlighted dedicated funds. Making these tactical investment moves
a different character of retail investors. Contrary should be part of your entire investment strategy but this
to the earlier perception that retail investors are should not be your only investment strategy or rather a trading
the last to join and the first to leave, this time they strategy. Nobody has ever consistently timed the market and
were clearly the first to join the party when their benefited out of it. To fulfil your long-term investment needs
institutional counterparts were still sceptical. There were you need to have a more disciplined approach.
instances when retail investors were nimble enough to spot
opportunities in the equity market, investing in a staggered Investment Process
manner. This behaviour reflects that a lot has changed in the The investment decision process for retail investors is well cut
last few years and that now retail investors are acting in a more out and has been documented by professionals and academia.
mature manner, displaying discipline while taking investment There is a five-step process that needs to be followed in a
decisions. sequence.
1. Setting the long-term asset allocations, as for example,
Once again when the market has taken off on an upward spiral how much of your investment should go into bonds and
and has risen by more than 40 per cent from its recent lows, how much should go into stock.
investors have started to book profit. This has been reflected in 2. Establishing the investment policy and rebalancing the
the June 2020 mutual fund inflow numbers where parameters.
redemptions have increased considerably from equity- 3. Determining the active and passive allocations of your
investment.
4. Selecting the funds based on the above decisions.
5. Continuous monitoring and rebalancing of your
portfolio.

The activities listed above should be followed as per the given


sequence and the decision on the first two points forms the
core of your investment process. There are many research
papers that indicate how the first two activities will account for
most of your portfolio’s long-term returns. One of such
prominent studies is that by Gary P, Brinson L, Randolph Hood
and Gilbert Beebower, published in 1986, which reported that
an investment policy – measured as the average quarterly
exposure to stocks, bonds and cash – explained 93.6 per cent of
the variation of quarterly portfolio returns, whereas on an
average, the market timing explained only 1.7 per cent of the
variation in portfolio returns and reduced portfolio
performance by 0.66 per cent per annum.

Despite this, many individual investors guided by their advisors


blindly follow the traditional multi–asset class, multi-style
model to construct their portfolio. They will invest in different
sub-category of equity and debt to diversify the portfolio. This
is a process that is being mostly followed by institutional
investors. However, this may not suit retail investors. So, what is
it that retail investors should follow? They should follow a core
and satellite strategy to design their portfolio. This means a
portfolio with a core of long-term holdings orbited by riskier
equities such as sectoral funds. This approach reduces the risk
of underperforming against adopting an approach where you
try to time the market or fill your portfolio with sectoral calls.
Besides, it also helps explores more potential to beat the market
versus an all-core approach.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 67


Cover Story MF page - 04

Funds to Buy and Hold down 10 per cent and then up 10 per cent compounds a loss of
Equity : When we speak of core, it does not limit itself to just – 1 per cent. Therefore, one characteristic of the fund that
equity-dedicated fund but also includes debt funds. First, we you decide to hold for a longer duration is that it should have
will consider equity. The idea behind a core fund is that it lower beta in its category and overall also.
should be a fund that is able to deliver returns in both good and
bad times without being too volatile. While almost any fund Small-Cap and Mid-Cap : Contrary to the perception that
can deliver returns when the markets are rising, as is obvious large-cap holdings should form part of your core holdings, we
nowadays, it takes a special skill to keep a fund relatively stable believe that if you are going to hold a fund for more than 10
during volatile or bad times. The funds that you need to buy years, exposure to broader market-dedicated funds makes more
and hold should be that part which captures the three market sense. The reason is that small-cap and mid-cap-dedicated
factor returns i.e. beta, size and book to market or value. In funds tend to perform better than large-cap funds in the longer
other words, the funds should be such that they have lower beta period. Yes, they tend to be more volatile in over a shorter
while the size should be small and of good value. period and may seriously underperform in the shorter run;
however, in the long run they tend to generate better returns
Funds with Lower Beta : There are many empirical studies that than large-cap.
convincingly show how high beta assets often deliver lower
expected returns than predicted by one of the most used asset For example, since the start of FY04, BSE Small-Cap index has
pricing model, namely, CAPM (Capital Asset Pricing Model). moved up by 1,434.14 per cent as compared to Sensex that has
Not only that, it has also been proved that lower beta assets moved up by 1,087.76 per cent in the same period. The table
deliver returns higher than expected according to the CAPM. below highlights the comparative statistics of BSE Sensex
Therefore, when you are investing in a fund, which you will representing large-cap and BSE Small-Cap index representing
continue to hold for a longer duration, go for a fund with lower small-cap. It clearly shows that although the BSE Small-Cap
beta. index is more volatile as represented by yearly volatility, it has
generated better returns than the Sensex.
To know whether lower beta impacts the long-term
performance of the fund, we studied 218 equity-dedicated Statistics Sensex BSE Small Cap
funds that have been in existence for more than 10 years. We
Start 01/04/03 01/04/03
divided these funds into five equal segments based on
descending order of returns. The result clearly shows that there End 10/07/20 10/07/20
is an inverse relation between the beta of a fund and its      
long-term returns. We can see that funds with lower beta have Total Return 1087.76% 1434.14%
outperformed the funds with higher beta. CAGR 15.40% 17.12%
Returns Vs Beta of Funds Max Drawdown -60.91% -79.49%
Average of Return (%)10 years Average of Beta      
12.62 0.74 Best Day 17.34% 9.05%
10.09 0.82 Worst Day -13.15% -12.27%
8.65 0.84 Yearly Volatility 30.77% 50.94%
7.51 0.89 Best Year 81.03% 126.92%
4.3 0.82 Worst Year -52.45% -72.41%
In the table above we see that the average return of funds      
with average beta of 0.74 is higher than funds with average beta Avg. Drawdown -3.28% -4.48%
of higher than 0.8. The last entry in the table shows that funds Avg. Drawdown Days 35.15 61.54
with lower beta have lower returns in comparison to the Avg. Up Month 5.23% 7.55%
earlier entries. The reason is that many funds in this category
Avg. Down Month -4.46% -6.88%
are from the infrastructure sector and the performance of this
sector in the last 10 years has not been good. Since the return of Win Year % 76.47% 64.71%
the overall category has been lower, funds with lower beta in Win 12m % 79.19% 63.45%
this category failed to outperform. However, even in this
category, funds with lower beta have outperformed the When it comes to equity funds, we see that small-cap funds and
category. mid-cap-dedicated funds perform better than their large-cap
counterparts in the longer period. In the last ten years we have
The reason for such anomaly is simple mathematics: the effect seen that a majority of the top performers in terms of returns
of compounding. Consider two stocks with an average are from the broader category. Barring few sectoral funds such
arithmetic return of zero: the more volatile one goes down 50 as pharmaceutical and IT or thematic funds like MNCs or
per cent and then up 50 per cent, generating a compound consumption, the top performing funds are from the mid-cap
return of – 25 per cent over the two periods; the other that goes or small-cap category.

68 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


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Top Performing Funds in Last 10 Years*


Funds Category Inception Date Benchmark Index NAV Return (%)10 years
Mirae Asset Emerging Bluechip-Reg(G) Large & Mid Cap 09 July, 2010 Nifty LargeMidcap 250 Index - TRI 53.81 18.31
SBI Small Cap Fund-Reg(G) Small Cap 09 Sept., 2009 S&P BSE Small-Cap - TRI 50.48 16.45
Canara Rob Emerg Equities Fund-Reg(G) Large & Mid Cap 11 Mar., 2005 Nifty LargeMidcap 250 Index - TRI 91.22 15.33
ICICI Pru FMCG Fund(G) Consumption 31 Mar., 1999 NIFTY FMCG - TRI 239.81 14.59
Axis Long Term Equity Fund-Reg(G) ELSS 29 Dec., 2009 S&P BSE 200 - TRI 44.56 14.44
*Last 10 year ending July 10, 2020

The above table clearly shows that the top two positions are
occupied by funds having substantial exposure to a broader Given the continued evolution of business towards being
market. This performance has come after the broader market service-oriented, it is important to take into consideration
has been in pain for the past 30 months. In our study of 218 intangibles such as brand value, human capital and so on to
funds we find that in terms of performance, the top 20 percentile determine the value. Purely from a performance perspective,
is dominated by funds dedicated to the broader market. The value has maintained its historical returns; it is growth that has
table below shows the distribution of funds in the top 20 performed extraordinarily over the last decade. Nevertheless,
percentile based on the performance of the last ten years. there are a couple of funds such as ICICI Prudential Value
Discovery Fund and Tata Equity PE Fund from this category
Number Of Funds From Different Categories In Top 20 that have generated respectable returns in double-digits in a
Percentile 10-year period.
Category No. of Funds
Mid Cap 11 History suggests that some of the weakest periods for value
Multi Cap 5 funds when compared to growth funds have been followed by
Consumption 3 some of the strongest. Hence, value should be something that
MNC 3 you should not ignore. Another simple and easy approach,
Pharma 3 especially for an investor who does not believe in factor returns,
Small-cap 3
would be to allocate 100 per cent of the core to a broad-based
Value 3
market index like BSE 500. However, if you believe that certain
ELSS 2
specific factors play an important role in generating returns,
Large & Mid cap 2
you can have allocations to small-cap, lower beta and value
equity funds.
IT 2

Debt Funds : The world of debt funds is not as complicated as


Value Funds : Another important category of funds that you equity funds even though there are 16 categories of debt funds
can buy and hold is value funds although the last decade has compared to 10 categories of equity funds. They are carefully
not been good for value funds since they lagged their growth arranged in terms of the time horizon of the securities they
counterparts. This is probably the first decade when growth invest in. So the funds investing in very short-term money must
funds have outperformed value funds. Critics have attributed go into ultra-short term funds, short-term into short-term, and
the shortfall in value performance to everything from so on. The longer the period, the more volatile funds tend to be
unprecedented changes in global monetary policy to when interest rates change.
overcrowding from the popularity of systematic strategies used
to invest in stocks with value characteristics. One of the This makes it dangerous to invest in long-term funds for short
reasons for such underperformance is that the traditional periods of time. Therefore, if you want to buy and hold funds,
metrics such as price to earnings and price to book value are you should opt for gilt funds or dynamic bonds. Gilt funds
insufficient to assess ‘value’ due to changing dynamics of the invest primarily in government-issued securities which carry a
business. very low level of risk and are generally rated quite high while

❝Only buy something that you’d be perfectly happy


to hold if the market shut down for 10 years.

 - Warren Buffett

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 69


Cover Story MF page - 06

dynamic bond funds seek to maximise the returns to investors portfolios. Therefore, the choice of funds should be such that
by switching the investment portfolio depending on market they require minimum maintenance. More recently, exchange
conditions and fluctuations. traded funds (ETFs) have become increasingly popular core

Top Ten Debt Funds Based on Last 10 year returns


Funds Classification AUM (in `cr) Inception Date NAV (`) Return * (%)10 yrs
IDFC G-Sec-Invest-Reg(G) Gilt 1163.30 5 Dec 08 27.30 10.20
ICICI Pru All Seasons Bond Fund(G) Dynamic Bond 3107.60 20 Jan 10 26.92 10.04
SBI Magnum Constant Maturity Fund(G) Gilt (10 Yr Constant Duration) 734.50 25 Dec 00 48.77 9.99
Aditya Birla SL G-Sec Fund(G) Gilt 540.20 11 Oct 99 62.40 9.96
SBI Magnum Gilt Fund-Reg(G) Gilt 3414.50 23 Dec 00 49.46 9.96
IDFC G-Sec-Constant Maturity Plan-Reg(G) Gilt (10 Yr Constant Duration) 279.40 9 Mar 02 35.15 9.68
UTI Gilt Fund-Reg(G) Gilt 697.50 21 Jan 02 48.88 9.68
Nippon India Gilt Securities Fund(G) Gilt 1452.20 22 Aug 08 29.90 9.66
L&T Gilt Fund-Reg(G) Gilt 252.80 29 Mar 00 53.17 9.59
IDFC Dynamic Bond Fund-Reg(G) Dynamic Bond 2311.40 1 Dec 08 26.78 9.51
*Last 10 year ending July 10, 2020

There are arguments built in favour of hybrid funds with more holdings because they are low-cost, passive investments with
exposure to equity. These funds invest in both equity and debt broad exposure. They can be a good alternative; however, one
and should serve your purpose. Let the fund manager decide should wait as they are still evolving. In our view, three to four
when and how to increase or decrease the exposure to equity or equity funds and one or two debt funds are quite enough for
debt. However, we believe that by adopting such a move you you to buy and hold.
lose your flexibility to decide on your own equity-debt mix.
However, the percentage allocation to equity and debt should
Equity Debt Mix : The funds that you should buy and hold depend upon one’s risk appetite. This segment of the portfolio is
should provide stability to your overall portfolio. They are the usually directed towards achievement of one’s financial goals,
anchors that provide a sense of stability and direction for especially those that can be identified as ‘needs’. DS

70 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


Financial Planning
MF page - 07

be careful that only the capital appreciation part is


withdrawn. Also, this approach is very tax-efficient. On
completion of one year of investment, capital appreciation
withdrawal is taxed at about 2 per cent. At the end of the
second year, capital appreciation withdrawal is taxed at
about 5 per cent. From the third year onwards, indexation
ensures that tax payout is minimal.

Khushru Kanga, For individuals in the lower tax bracket, high-grade company
fixed deposits, LIC’s Pradhan Mantri Vaya Vandana Yojana
Director, Kanga Financial Scheme, Senior Citizens Savings Scheme 2004, Floating Rate
Services (P) Ltd. Savings Bonds (2020) and other such government savings

What’s Your Investment


schemes can be considered for investment. Remember, the
primary purpose of debt investment should be to meet
emergency funding, asset allocation and additional income

Bucket Like? generation, if needed.

T
2) Equity Investments : When it comes to equity investments,
he current economic situation is such that even historically, maximum gains are made during uncertain or
veteran investors are uncertain when it comes to volatile periods in the stock market. For example, those who
the market and economic outlook. At such times, invested in equities during March or April 2020 have already
the plight of an ordinary investor can be well seen handsome gains in their portfolio. But before jumping on
understood. Following are some of the investing the equity bandwagon, an individual should be aware of one’s
aspects to be mindful of especially by a conservative investor risk-taking ability. Also, such an investment should be left
for whom capital erosion is anathema while on the path to untouched for the next 5-7 years.
achieving his investment goals.
For first-time investors, following are some of the thumb rules
Cash Flow Management or guidelines to be aware of:
At a time when there is job uncertainty, wage reduction and n SIP or STP route may be used to average cost of
meeting probable medical emergencies related to the corona investments.
virus being paramount concerns, a good and feasible starting n Consider lump sum investments during market downturns.
point would be revising one’s household budget. It is imperative n Investors who may not require fixed income earnings can
to rigorously monitor expenses and both cash inflow and consider investing those gradually into equity funds in
outflow on a regular basis. When it comes to an investment order to boost overall portfolio returns.
portfolio, following are some of the measures to be considered: n Extremely risk-averse investors may invest in equities
through asset allocation and balanced advantage category
Making Investment Buckets as per Goals of funds.
or Tenures n Slightly more aggressive investors may invest in equity-
1) Fixed Income Investments oriented hybrid funds.
a) The first bucket should consist of an amount which equals a n Those seeking equity investments can consider investing in
year’s household expenses plus medical emergencies. This any of these categories – large-cap, multi-cap, mid-cap or
investment can be in the form of a bank fixed deposit or can small-cap fund.
be deployed in a liquid or ultra short term or savings fund n When allocating assets within equity space, be aware of risk
and the like. Here, the main priority is safety and liquidity tolerance. Investors with risk-taking ability can consider the
with returns being secondary. following mix of funds: 60 per cent in large-cap or multi-
b) The second bucket should consist of fixed income cap funds; 20-30 per cent in mid-cap funds and small-cap
investments but with income generation capabilities and be funds; 10-20 per cent in international funds. Those seeking
considered as a part of asset allocation. Mutual fund market-linked returns can opt for index funds.
investors can consider funds with which are majorly invested
in AAA assets or highly rated AA+ or AA instruments of 3) Gold : Even though gold as an asset class has performed well
shorter maturities (18-24 months). Banking and PSU funds, over the past two years, we are not in favour of this precious
short-term funds, corporate bond funds are some of the debt metal. For someone looking to make an investment in gold,
fund categories one can consider investing in. Government of India’s sovereign gold bonds, gold ETFs and
c) As a means of regular cash flow from these instruments, opt gold mutual funds are some of the options that could be taken
for a systematic withdrawal plan (SWP). Here, one should into account. DS

The writers is a Director, Kanga Financial Services (P) Ltd. n Email id : kangafinancial@gmail.com

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 71


MF QueryBoard
MF page - 08

et, the fund did better than its benchmark. Even in less than the 0
What is your view on Franklin India Prima Fund since it seems per cent bracket, the fund did better than its benchmark. This
to be riskier as compared to its peers? Also, how is it that shows that for a maximum number of times the fund gave re-
various rating agencies have given it better ratings? turns above 30 per cent. Therefore, don’t just look at star ratings.
In fact, you should select funds based on your risk profile and fi-
 - Pravin Mehra
nancial goals. If you are investing with a purpose of wealth cre-

F
ation then go ahead with investing in this fund. However, if it’s
ranklin India Prima Fund is one of the oldest mid-cap for your financial needs then you can consider investing in a
funds in India. As it is an old fund, it has a long track record multi-cap fund instead.
dating back to the year 1993. However, in all the rising
market phases it has performed poorly. The main focus of Frank-
lin India Prima Fund is on quality stocks. Further, it has a fo-
cused approach that allows it to stick to its investment objective Is this the right time to invest a lump sum amount in
rather than investing in some unconvinced pockets of the mar- small-cap funds?
ket. This might initially look attractive in terms of returns in cer-
tain market phases but might disappoint when the market falls.
And as Franklin India Prima Fund stays away from such pockets  - Sujoy Bhattacharya
of the market, it leads to a performance drag in certain periods.
Currently, the performance drag is due to the ongoing virus pan-
demic that came in an unexpected way and is still persistent. Though small-cap funds tend to be more rewarding, they also
carry the potential to destroy your wealth. Hence, it is better not
Name of the Fund Franklin India Prima Fund to invest lump sum in small-cap funds. Even if you have a
Scheme Category Equity – Mid-Cap temptation to earn significant returns by investing via lump sum,
control that temptation. Though many a times in our studies we
NAV (As on July 10, 2020) 847.07 have found that lump sum investment performs better than a
Expense Ratio (%) (May 31, 2020) 1.92 systematic investment plan (SIP), in case of small-cap funds,
AUM (` Crore) (May 31, 2020) 5775 investing in a staggered manner is recommended. If you have
lump sum to invest, then you can very well park it in a liquid
Performance of Franklin India Prima Fund (%) fund and start a monthly systematic transfer plan (STP) to
Particulars 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Franklin India
small-cap funds.
19.11 -22.06 44.42 7.4 78.14 6.81 8.45 39.7 -9.39 3.53
Prima Fund
Category
20.98 -25.34 41.67 3.79 72.48 7.64 4.24 42.17 -11.34 3.65
For example, let us assume that you have `6 lakhs to invest and
Average you want to invest now. Further, you have also shortlisted the
+/- Category -1.87 3.28 2.75 3.61 5.66 -0.83 4.21 -2.47 1.95 -0.12
small-cap fund, still it would be better to divide that money and
The above table shows the calendar year returns of Franklin India invest every month for six months. That said, by adopting this
Prima Fund as against its category. As seen, barring four years method you might win some and lose some, but it will give you
(2010, 2015, 2017 and 2019), for all the other years the fund has peace of mind. The problem with investing via lump sum is that
fetched better returns than its category. This shows that it still is a if you face a 20 per cent decline immediately after you have
high-quality fund. Hence, do not look at it from a narrow lens by invested, you would end up being anxious and pull out your
seeing how well it has done in the last one to two years. On the money to never invest again. This is a human tendency.
contrary, widen your lens to look at the fund’s portfolio holdings,
its rolling returns and risk parameters. That is why choosing the best fund or the best sector or the best
stocks or whether the fund is a small-cap or a mid-cap fund
Jan 1, 2004 to Jul 9, 2020 Return Distribution (% of Times) doesn’t define the major part of your investment success.
Average
Less 10 - More than
Fund Name Returns (%)
than 0%
0 - 10%
20%
20 - 30%
30%
Investment success mainly depends on how you act in the worst
Franklin India Prima Fund 26.19 6.55 23.15 20.21 12.3 37.79
of times and the best of times. Being humans, our behaviour
Nifty Mid-Cap 150 TRI 20.26 10.73 17.3 30.99 15.26 25.72 would be very natural. And we would have emotions of getting
fearful or getting greedy at different junctures. Hence, you will
If we look at the three-year average rolling returns, the fund has have to devise a system to deal with your financial behaviour.
consistently performed better than its benchmark. Also, the re- Averaging your investments methodically via SIP is the simplest
turn distribution tells you all. In more than the 30 per cent brack- way to do it. DS

Readers are requested to send only one query at a time so that more readers get a chance. Have questions relating to any aspect of
personal finance. Ask DSIJ at editorial@DSIJ.in and get your queries resolved.

72 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


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Small Savings
Schemes: Losing
Their Shine?
With the fall in overall interest rate, we
have seen a decline in rate of interest
offered to various small saving schemes
by the government. This will impact
investors who depend on such schemes
as part of their retirement plan or to
meet certain financial goals

T
he equity markets witnessed a fall close to 39 per cent As can be seen from the above table, on almost all the popular
from its all-time high in just a matter of two months. small savings schemes, the interest rates have been drastically
However, it also recovered 42 per cent from the low. cut for the quarter ending June 2020. Therefore, investors
The spill-over of the equity market was reflected in investing predominantly in these avenues should get ready to
the fixed income market also. One of the ways to earn a lot less compared to what they were used to earning. If
arrest the fall in the equity market was to lower the interest rate by the yields continue to fall, the rate of PPF would fall below 7 per
the apex bank in India. As such, the Reserve Bank of India (RBI) cent. PPF has never spiralled downwards to such low levels in
reduced the repo rate close to 115 basis points or 1.15 per cent. the past 46 years, i.e. since 1974. Those investing in Public
This created a wave of cheer in the debt market as interest rates Provident Fund (PPF) and Sukanya Samriddhi Yojana will be
continued to fall, which in turn boosted bond value. able to feel the impact instantly as these lower rates are also
applicable on accumulated balance. PPF investors will now get
With the fall in overall interest rate, we have seen a decline in 7.1 per cent compared to the earlier 7.9 per cent. And those
rate of interest offered to various small savings schemes by the parking money in Sukanya Samriddhi Yojana will earn 7.6 per
government. This fall, while it spelt good fortune for bond cent compared to the earlier 8.4 per cent.
investors, did not go down too well with investors who have
parked their savings in small savings schemes. Considering that That said, investments made in National Savings Certificate
small savings schemes are held till maturity, they are prone to (NSC), Senior Citizens’ Savings Scheme (SCSS), Kisan Vikas
interest rate and re-investment risk. Patra (KVP), etc. prior to the announcement would be
protected from the cut. Lower rates would be applicable for
Comparison of Interest Rate offered by Small Saving Schemes those investments that are starting from April 1, 2020.
Name of Instrument
Old Rate (%) (Jan New Rate (%) Real Rate of Therefore, people retiring now will feel the pain of the cut as
01, 2020) (April 01, 2020) Return* (%) the interest rate for SCSS has fallen from 8.6 per cent to 7.4 per
1 Year Time Deposit 6.9 5.5 1.1 cent and the NSC rate has taken a dip from 7.9 per cent to 6.8
2 Year Time Deposit 6.9 5.5 1.1 per cent.
3 Year Time Deposit 6.9 5.5 1.1
5 Year Time Deposit 7.7 6.7 2.3 We might see investments starting to move to other debt
5 Year Recurring Deposit 7.2 5.8 1.4 instruments such as tax-free bonds, sovereign gold bonds or
Senior Citizen Savings Scheme 8.6 7.4 3 even to cash and debt mutual funds. With deposit rates falling
Monthly Income Scheme 7.6 6.6 2.2 so low, several investors are in a dilemma whether they should
National Savings Certificate 7.9 6.8 2.4 entirely shift their investment portfolio to mutual funds or
Public Provident Fund 7.9 7.1 2.7 continue to remain invested in small savings schemes.
Kisan Vikas Patra 7.6 6.9 2.5
Sukanya Samriddhi Yojana 8.4 7.6 3.2
* Real rate of returns is calculated based on one-year average CPI of 4.4 per cent.

74 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


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As is evident from the above graph, the interest rate of small As seen in the above graph, most of the debt funds gave more
savings schemes has moved quite a bit in the past 16 quarters. than 10 per cent returns in one year on a trailing basis.
Only the interest rate on savings account has remained However, they have also fallen below the small savings
constant. That apart, the interest rate on all other savings schemes’ rates. However, if we look at it in overall terms, then
schemes has nosedived. A major fall was seen in the first they have given better returns than small savings schemes.
quarter of FY 2020-21. This was due to the rate cut of 1.15 per
cent by the RBI. It would be interesting to see how debt funds Choosing the Right Option
have moved in the same period. With the falling interest rate scenario, many investors are
confused as to whether to continue investing in small savings
schemes after maturity or opt for debt mutual funds instead.
This would depend on various things such as investment
horizon, risk profile and financial goal. For example, if you
wish to save for any of your financial needs such as child’s
education, then for the debt part you can still rely on small
savings schemes due to attractive interest rates. However, if
you are an aggressive investor falling in the highest tax bracket
or wish to invest for a longer period, investing in debt mutual
funds makes more sense.

Even if you are an investor with a conservative risk profile, it is


better to stay with small savings schemes as this would offer
better protection against credit risk. However, such investors
should remember that this won’t protect you against interest
rate risk and re-investment risk. Further, while investing in
debt mutual funds, it is important on your part to actively
manage your debt fund portfolio. What this means is that
Debt fund returns are quite volatile than those of small savings based on the interest rate scenario and debt market dynamics,
schemes. Debt funds have even yielded negative returns. choose a duration fund that is suitable.
However, they have given returns as high as 7.72 per cent.
However, in Q1 of FY 2020-21, apart from credit risk funds, no This may not be possible on your part due to many constraints
other debt fund yielded negative returns. But still, despite a such as time and knowledge. Therefore, for such investors, it is
revision in interest rates of small savings schemes, they prudent to invest in dynamic bond funds as they manage the
provided better returns than debt funds. debt portfolio depending on the market scenario. Finally, if
you are considering investing in small savings schemes or debt
Here we need to remember that the taxation part has been mutual funds then consider it as a debt part of your overall
ignored. If we take taxation into account, then apart from PPF portfolio. It is advisable not to dedicate all your money to
interest, all the other small savings schemes are taxable as per them. Rather, it would be better if you have a perfect blend of
individual slab rates. However, in case of debt funds, after three debt, equity and gold. This would not only protect you from
years the gain is taxed at 20 per cent with indexation benefit. downside risk but also help you in a rising market scenario. DS

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 75


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In Debt Funds, Be
Alert About The
Warning Signs!
With the fall in overall interest rate, we have
seen a decline in rate of interest offered to
various small saving schemes by the
government. This will impact investors who
depend on such schemes as part of their
retirement plan or to meet certain financial goals

I
t is indeed very unnerving to see that debt mutual funds, up six of its debt schemes alluding to severe redemption
which are considered to be safe haven when compared pressure and illiquidity in the bond markets amidst the
with equity, have been surrounded by back-to-back ongoing corona virus crisis. While doing so, the fund house
negative events, thereby denting confidence in this asset mentioned that this is the best possible way to safeguard the
class. It all started with the IL&FS fiasco which was interest of existing investors. In fact, it recently recovered
followed by Essel Group and DHFL defaulting on payments `2,666 crore in its six wound up schemes.
and getting downgrades from the credit rating agencies. Then
there was an issue with Vodafone Idea. All these adversely Therefore, as and when the debt instruments held by those
impacted the various fund houses and their debt funds. And funds reach maturity, Franklin Templeton would be able to
now we have Franklin Templeton winding up its six debt recover the dues. However, it is a long journey ahead. The
mutual schemes. table below highlights the maturity profile of the six closed
funds from Franklin Templeton. It can be seen that all the
It is rightly said that hard times teach valuable lessons! The dues are expected to clear not before 2025. Therefore, to avoid
Franklin Templeton saga has been a punishing lesson to such a situation it is always better to review your portfolio
investors. A couple of months ago, Franklin Templeton wound quarterly.

Maturity profile considering put and call option & put option dates - Cumulative - from June 16, 2020
Period Up to FIUBF FILDF FISTIP FIIOP FICRF FIDA
June 16, 2020 to June 30, 2020 06/30/20 4.00% - - - - 3.00%
June 16, 2020 to September 30, 2020 09/30/20 34.00% 15.00% - - 2.00% 16.00%
June 16, 2020 to December 31, 2020 12/31/20 37.00% 17.00% - - 2.00% 17.00%
June 16, 2020 to April 30, 2021 04/30/21 47.00% 45.00% 3.00% - 13.00% 24.00%
June 16, 2020 to April 30, 2022 04/30/22 78.00% 71.00% 32.00% - 34.00% 46.00%
June 16, 2020 to April 30, 2023 04/30/23 82.00% 91.00% 50.00% 18.00% 56.00% 65.00%
June 16, 2020 to April 30, 2024 04/30/24 91.00% 94.00% 84.00% 38.00% 75.00% 83.00%
June 16, 2020 to April 30, 2025 04/30/25 97.00% 100.00% 95.00% 55.00% 84.00% 88.00%
Beyond April 30, 2025   - - 100.00% 100.00% 100.00% 98.00%
As on J
Call/ Cash ** 3.00% Please refer Notes (b) and (c) above 2.00%
une 15, 2020
Total   100.00% 100.00%
AUM as on June 15, 2020 (INR crores)   9721 2375 5434 1685 3388 2478
** Call/ Cash is cash balance and amount invested in overnight call money market
Each scheme will return monies to investor after paying all the obligations/ liabilities towards borrowings/ expenses/ provisions, if any

76 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


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Listed below are a few pointers that will help you to be wrong with that company, 20 per cent of the portfolio gets
forewarned about any trouble that may be brewing in the debt exposed to a damaging situation. Therefore, it is important to
funds you own. not just look at the concentration towards a single instrument
but also towards a single company or group. Even negative cash
The YTM Factor holdings can prove to be a red flag. This suggests that there is
Many investors, especially the retail ones, generally seek higher possible leverage in the portfolio due to redemptions.
returns while investing in debt funds. However, it is wise to be
careful while chasing returns. Higher yield to maturity (YTM) Credit Rating
may seem attractive but can be risky. Hence, check whether a Investors usually are more inclined towards actual credit
fund’s YTM is more than the median or average YTM of the ratings and changes in the same. However, investors must also
fund category. For example, if the median YTM of medium look out for securities which are under ‘review’ status by the
duration funds is at 5 per cent and the fund you are invested in credit rating agencies. This is the time when credit rating
carries YTM of 10 per cent, this is a warning sign that you agencies re-assess the credit profiles of the securities and decide
should not ignore. whether to upgrade, downgrade or keep status quo. While
undertaking such an assessment, the rating may be
In such a situation, it is always better to review your fund and downgraded if the rating agencies find that the issuer is no
most importantly its credit profile. This is because funds with longer in a good position to honour its debt repayments. How
higher YTM might have undertaken higher credit risks to is this going to help? With this information you can check all
generate higher returns. However, it may be fine if the YTM of the recent developments happening with respect to the issuer.
the fund is only 2-3 per cent away from its median. Yet, you
should still review that fund. In the debt funds’ space, higher This will help you to gauge in advance what can be the outcome
returns do not always mean better funds. Hence, as a first step of the credit ratings that are under review. That said, the
to prevent getting into trouble, look beyond just the returns. downgrade or upgrade is not of the issuer or company but of
the instruments of the issuer or the company. Also, there is a
Portfolio Profile possibility that due to a huge loss in the short-term, the rating
The instrument that forms part of the portfolio of debt mutual agencies might have downgraded the short-term instruments.
funds defines the potential performance and risk of the funds. However, on long-term instruments they may still maintain a
Hence, it is important to check the portfolio of a debt fund status quo. Therefore, do not take hasty decisions in isolation.
before investing in it. If you are already invested, you should Do check for a change in credit profile of the debt funds on a
review the portfolio quarterly to understand any major changes monthly basis.
that may potentially affect the performance of a debt fund.
Checking the constituents of the portfolio of the fund often lets Conclusion
you understand which instrument forms the part of top The Franklin Templeton fiasco or even the major credit events
holdings and how many assets in percentage terms are that happened previously should be taken as a lesson and you
dedicated towards that instrument. Further, it also lets you should not ignore the red flags while investing in debt funds.
know what kind of instrument it is and what credit rating that As discussed above, do check the debt fund’s credit profile, its
instrument holds. This will help you to understand how portfolio, portfolio concentration and YTM. Further, never
concentrated the portfolio is. And concentration not only make a mistake of judging a debt fund based on Sharpe ratio,
means higher allocation to a single instrument but also higher Sortino ratio or such any such metric. This is because higher
allocation to a single issuing company or a single group. returns would often show you better ratios but that in no way
means that the fund is good.
Say, for instance, there are five instruments of a single company
with 4 per cent allocation to each. However, even if the Typically, debt funds do not have diversified risk metrics that
allocation to individual instruments is less, the allocation to a are used for equity-dedicated mutual funds. Hence, it is better
single company becomes 20 per cent. Hence, if something goes to invest in debt funds by checking credit risk, interest rate risk
and concentration risk. However, you can consider value at risk
(VAR) as a risk metric that would help you understand
downside probability. Even the size of assets under
❝Risk is like fire: If controlled, it will help management (AUM) matters. The AUM size must not be at the
very higher end and neither should be on the lower end. Also,
you; if uncontrolled, it will rise up and loss of AUM can act as a red signal. If the AUM of the overall
category is lost then its fine, but when the AUM of the category
destroy you.

❞ - Theodore Roosevelt
is not falling but that of fund is falling then there is room for
doubt. Meanwhile, you should also check whether the fund has
witnessed any abnormal redemption. DS

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 77


Expert Speak MF page - 14

The World In
Your Pocket
Hemant Rustagi
Chief Executive Officer, Wiseinvest Advisors

D
iversification in your portfolio is one of the key international markets and 65 per cent in domestic markets.
factors that determine the level of investment Like any investment strategy, there are pros and cons of
success you can achieve over time. While usually investing globally too. While the biggest benefit is achieving
investors diversify their portfolios by investing diversification in a true sense, one must be aware of what can
across different asset classes like equity, debt and go wrong before taking a decision to invest in international
gold, investing in international markets is another effective way markets. First, there are geo-political issues that can impact
to do so. Global investing adds a new dimension to performance of these funds. Considering that geo-political
diversification as international markets are un-correlated in a issues receive substantial media coverage, the impact can be of
number of ways and one gets an opportunity to invest in varying degree depending upon second-order impact of these
economies that either have a current account surplus or low issues.
fiscal deficit.
Second, if the rupee appreciates, it impacts the performance of
Remember, developed and emerging international markets international funds negatively. In recent times, while a
have different levels of risk and potential return. However, depreciating rupee helped investors gain more from global
it would be prudent to highlight here that one should investing, the returns could get negatively impacted when the
ideally be considering international investing only after reverse happens. However, considering that the Indian rupee
building a decent-sized domestic equity portfolio. That’s has been depreciating against the US dollar over the years, this
because one must be comfortable with the nuances of is not really a major challenge for investors. Third, since these
investing in equity markets before expanding one’s investment funds invest more than 65 per cent of their assets in
universe. Considering that not many investors may be international markets, investors can claim only tax benefits that
aware of the names of the companies outside India, investing are applicable to debt funds.
through a diversified investment vehicle like actively managed
mutual funds or exchange traded funds (ETFs) can be a Hence, any capital gains arising from international investments
good idea. becomes eligible for long-term capital gains only after 3 years
as against one year in domestic equity funds. However, one gets
In fact, taking this route not only simplifies the process of indexation benefits and hence pays 20 per cent tax after
investing globally but also reduces the risk as well as lowers the claiming indexation. Short-term capital gains are taxed at one’s
cost of investing. As is evident, international funds launched by applicable tax rate. Once a decision is made to invest, one must
mutual funds can be an efficient vehicle to invest globally. carefully select the country or region where one would like to
These are mostly ‘fund of funds’ that invest in existing global invest. It will be fair to say that US markets have to be an
funds. These global funds, in turn, invest in companies within a integral part of one’s international exposure.
country or region, as per its stated investment objective and
strategy. Mutual funds currently offer international funds that As a rule of thumb, around 10 per cent of the portfolio can be
either follow a certain theme like investing in companies invested in international markets. To sum it up, while
associated with commodities, agribusiness and in emerging international opportunities deserve a closer look, the core of
markets or invest in a specific country or region such as Brazil, the equity portfolio for investors, especially those who are in
United States, Europe, China, Latin America and ASEAN the initial stages of building their portfolio, has to be domestic
countries. funds. It’s important not to allow the glamour of investing in a
global market sideline other factors such as suitability and
Then, there are funds that have exposure of up to 35 per cent in investment objectives. DS

78 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


MF Select
MF page - 15

Union Large & Midcap Fund - Direct Plan (Growth)


Equity: Large & MidCap 19.34%
Scheme Category *Expected return is for the next 2 years

S&P BSE 250 Large


`198Cr 9.66 1.44% MidCap TRI
Expense Ratio (%)
AUM (`Cr): June 30, 2020 NAV (`) July 13, 2020 June 30, 2020 Benchmark

1% for redemption within 15 days Vinay Paharia and Hardick Bora


Exit Load Fund Manager
TOP 10 Holdings
Reason for recommendation COMPANY NAME % TO NET ASSETS
As of now, the Indian equity markets are looking jittery at a HDFC Bank 8.58
higher level. After rising by more than 40 per cent from their Reliance Industries 8.58
recent lows, frontline equity indices are finding it difficult to
HDFC 5.51
cross some of their key resistance zones. One of the reasons is
the uncertainty over the recovery of the economy due to the Tata Consultancy Services 4.79
corona virus-driven pandemic. In such circumstances, the PI Industries 3.50
mutual fund categories that make sense now are large-caps and Bharti Airtel 3.36
mid-caps. These schemes are less risky than pure mid-cap Infosys 3.23
schemes and small-cap schemes as they have exposure to ICICI Bank 3.16
large-caps. They need to have minimum 35 per cent exposure Varun Beverages 2.92
to mid-cap stocks that make them riskier than large-cap IPCA Laboratories 2.80
schemes. One of the funds from this category that has
performed exceedingly well during this difficult time is Union What has triggered the fund to perform is its robust portfolio.
Large & Mid-Cap. The fund has completed just six months but At the end of June 2020, the fund was well-diversified with 51
in this short duration it has outperformed its peers and stocks. Nonetheless, the concentration at the top level has
benchmark in almost all the periods. In the last six months the helped it to outperform in difficult times. The top four holdings
benchmark and category average have been down by 11 per form almost 27.5 per cent of the total corpus and are those
cent compared to just 5 per cent by the fund. The volatility of stocks that are currently leading the rally. Looking at the
the fund is in line with its benchmark. Better return with portfolio, we believe that the fund is likely to continue its good
similar volatility has helped the fund post a good Sharpe ratio. run. If you have a long-term horizon and are willing to take a
little extra risk, you may invest in this fund.
Monthly Returns

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 79


MF Data Bank
MF Page - 16

With Ranking

T
Key To Databank
he following table lists top-ranked equity funds based on Category Rank: Category wise ranking as on July 10th 2020
DSIJ's proprietary research methodology. We have Scheme Name: This is the name of the mutual fund scheme
evaluated each funds underlying portfolio of stocks and NAV (`): Net asset value per unit of a mutual fund or an exchange-traded fund
ranked them based on their expected portfolio returns. In a similar (ETF) on a specific date
way we calculated the risk of a fund based on its constituents. This AUM (`Crore): This is the total market value of financial assets held by the mutual
helps us to ‘rank’ and assign ‘risk’ to newly launched funds also. fund scheme on a specific date.
We continuously evaluate equity funds based on the changed Weightage: Large-Cap: This is a percentage of total assets held by a fund in the
large-cap stocks as defined by AMFI for the current period.
ratings of their underlying stocks and the change in their prices.
Mid-Cap: This is a percentage of total assets held by a fund in mid-cap stocks as
Therefore, this list is quite dynamic and reflects the best possible
defined by AMFI for the current period.
return potential of the funds for the next one year. Small-Cap: This is a percentage of total assets held by a fund in small-cap stocks as
You can use this ranking to create your own mutual fund defined by AMFI for the current period.
portfolio. Depending on your risk profile, return expectations and Total No of Companies: This is a total number of securities held by a mutual fund
overall asset allocation, you can add the best performing fund scheme at the end of a specific month.
category to your portfolio. For clarity and to include more funds, Expenses Ratio: This is the latest expense ratio disclosed by the mutual fund scheme
we have not included ‘Direct’ and ‘close-ended’ funds. You can visit Return_1Years: This is the past one-year return given by the scheme.
our website (www.dsij.in/mutual-fund) to check the entire list Expected 1-yr return: This is based on our analysis of the portfolio of mutual fund
along with equity-oriented hybrid and close-ended funds. scheme and their expected growth in the next one year, assuming the underlying
remains the same.
This ranking can also be used for reviewing different holdings
Current Rank: Rank as on July 10th 2020
in your fund portfolio. Hence, a consistently laggard performer of a
Previous Rank of June 29th 2020 is shown under bracket ()
category can be looked at as 'Switch' or 'Exit' advice.
Risk : Risk as on July 10th 2020

Expense Return 2Expected


Category Weightage (%) DSIJ Current
NAV No of AUM
Scheme Name Companies Ratio (%) 1 Years yr return Rank Risk
Rank (`) (` Cr)
Large Cap Mid Cap Small Cap (%) (%) (10 July 20)
Equity - Large Cap
1 Nippon India Large Cap Fund 28.93 9,450 83.77 11.22 3.30 51 1.76 -16.81 33.18 20 (28) Moderately High
2 HDFC Top 100 Fund - Reg. Plan 417.21 15,482 96.28 2.91 0.00 51 1.88 -16.47 31.88 23 (30) Moderately High
3 Franklin India Bluechip Fund - Growth 414.88 5,112 90.51 3.41 0.00 29 1.96 -8.68 27.10 42 (57) Moderately High
4 Mirae Asset Large Cap Fund 48.38 15,175 84.10 11.55 1.11 56 1.66 -4.85 22.17 78 (64) Moderately High
5 Aditya Birla Sun Life Frontline Equity Fund 204.09 16,027 85.14 8.58 0.70 59 1.85 -8.19 20.44 105 (108) Moderate
6 SBI Blue Chip Fund 36.71 19,632 84.42 9.30 0.48 56 1.89 -6.89 20.05 109 (120) Moderate
7 ICICI Prudential Bluechip Fund 39.43 21,766 91.53 3.57 0.00 67 1.79 -6.12 19.53 123 (148) Moderate
8 Tata Large Cap Fund - Reg. Plan 197.88 633 94.75 2.05 0.00 29 2.57 -11.55 18.27 185 (183) Moderate
9 Kotak Bluechip Fund - Reg. Plan 227.68 1,406 82.43 12.95 1.97 55 2.27 -1.70 17.62 207 (162) Moderate
10 Union Largecap Fund 10.23 175 96.37 0.00 0.00 47 2.55 -4.48 17.26 218 (164) Moderate
11 DSP Top 100 Equity Fund 190.88 2,190 91.75 0.82 2.83 46 2.17 -7.21 15.66 271 (51) Moderate
Equity - Large & Mid Cap
1 UTI Core Equity Fund 53.95 665 51.87 35.63 9.31 63 2.39 -11.18 27.96 37 (41) Moderate
2 HDFC Growth Opportunities Fund - Reg. Plan 99.92 1,221 59.06 34.28 1.34 52 2.37 -10.32 24.48 56 (80) Moderately High
3 Mirae Asset Emerging Bluechip Fund 53.81 8,808 58.87 34.63 4.19 60 1.76 2.56 24.33 59 (58) Moderately High
4 ICICI Prudential Large & Mid Cap Fund 287.44 2,689 54.41 32.79 3.95 67 2.20 -10.42 23.83 65 (72) Moderate
5 IDFC Core Equity Fund 39.14 2,001 45.50 38.67 8.28 66 2.09 -11.25 20.59 101 (196) Moderately Low
6 DSP Equity Opportunities Fund 211.03 4,733 53.08 35.47 4.87 67 1.98 -2.26 20.57 102 (74) Moderate
7 Franklin India Equity Advantage Fund 66.14 1,952 51.54 36.78 6.29 54 2.13 -15.42 20.18 106 (132) Moderately High
8 Motilal Oswal Large and Midcap Fund 9.33 405 55.33 37.86 4.97 25 2.49 ** 19.75 115 (94) Moderately High
9 Union Large & Midcap Fund 9.63 198 59.56 35.82 0.00 49 2.55 ** 19.34 140 (194) Moderate
10 SBI Large & Midcap Fund 201.60 2,411 48.36 38.14 12.25 54 2.18 -7.73 18.82 166 (141) Moderate
Others - Index Funds/ETFs
1 Nippon India CPSE ETF 17.54 10,657 85.17 12.54 2.17 12 0.01 -33.24 67.29 1 (1) Moderate
2 Nippon India ETF PSU Bank BeES 16.35 39 57.41 31.02 11.10 13 0.49 -52.42 55.54 2 (3) High
3 ICICI Prudential Bharat 22 ETF 26.01 4,904 88.91 4.47 6.58 22 0.01 -30.46 52.24 3 (9) Moderate
4 ICICI Prudential Private Banks ETF 121.30 558 91.44 8.43 0.00 10 0.16 ** 41.56 5 (2) High
() There are some blanks in the previous ranking column. This is because these funds were not in our last ranking
** These funds are yet to complete one year

Industry's Average Assets Under Management stood at `26.07 lakh crore as on June 2020.

80 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


MF Page - 17

Expense Return 2Expected


Category Weightage (%) DSIJ Current
NAV AUM No of
Scheme Name Companies Ratio (%) 1 Years yr return Rank Risk
Rank (`) (` Cr)
Large Cap Mid Cap Small Cap (%) (%) (10 July 20)
5 Motilal Oswal Nifty Bank Index Fund 8.13 40 95.20 3.11 0.00 12 1.03 ** 38.65 8 (4) High
6 Nippon India ETF Bank BeES 225.32 4,150 96.79 3.16 0.00 13 0.19 -27.59 38.54 9 (6) High
7 SBI ETF Nifty Bank 223.35 2,425 96.82 3.16 0.00 12 0.20 -27.56 38.54 10 (5) High
8 ICICI Prudential Bank ETF 222.72 509 96.28 3.14 0.00 12 0.16 ** 38.39 11 (7) High
9 Aditya Birla Sun Life Banking ETF 222.67 56 96.14 3.14 0.00 12 0.16 ** 38.20 13 (8) High
10 DSP Equal Nifty 50 Fund 8.61 100 99.31 0.00 0.00 51 0.79 -11.06 28.73 33 (15) Moderately High
11 LIC MF Exchange Traded Fund - Nifty 50 113.18 440 99.88 0.00 0.00 51 0.10 -5.27 20.44 104 (77) Moderately High
12 LIC MF Exchange Traded Fund - Nifty 100 113.89 271 98.80 1.14 0.00 102 0.26 -4.95 19.96 111 (111) Moderately High
13 Axis Nifty 100 Index Fund 9.26 345 95.91 1.14 0.00 103 1.01 ** 19.75 113 (131) Moderately High
14 ICICI Prudential Nifty ETF 113.88 1,260 99.92 0.00 0.00 50 0.05 -5.39 19.57 121 (90) Moderately High
15 ICICI Prudential Nifty Index Fund 104.55 851 99.78 0.00 0.00 50 0.45 -5.80 19.53 124 (92) Moderately High
16 UTI Nifty Exchange Traded Fund 1,143.99 14,870 100.15 0.00 0.00 50 0.06 -5.49 19.51 125 (91) Moderately High
17 UTI Nifty Index Fund 70.81 2,147 100.01 0.00 0.00 50 0.17 -5.69 19.49 126 (93) Moderately High
18 SBI ETF Nifty 50 111.21 61,212 99.93 0.00 0.00 50 0.07 -5.48 19.47 127 (95) Moderately High
19 Kotak Nifty ETF 111.90 976 99.90 0.00 0.00 51 0.14 -5.59 19.46 128 (97) Moderately High
20 Mirae Asset Nifty 50 ETF 109.33 145 99.89 0.00 0.00 51 0.07 -5.41 19.46 129 (105) Moderately High
21 Nippon India ETF Nifty BeES 114.52 2,749 99.83 0.00 0.00 50 0.05 -5.42 19.45 131 (98) Moderately High
22 Motilal Oswal Nifty 50 Index Fund 8.85 38 99.22 0.00 0.00 50 0.50 ** 19.43 132 (99) Moderately High
23 Aditya Birla Sun Life Nifty ETF 117.75 152 99.47 0.00 0.00 50 0.05 -5.40 19.43 133 (103) Moderately High
24 Nippon India Index Fund - Nifty Plan 17.97 234 99.70 0.00 0.00 50 1.14 -6.54 19.43 134 (100) Moderately High
25 HDFC Index Nifty 50 Plan - Reg. Plan 98.30 1,621 99.69 0.00 0.00 50 0.30 -6.03 19.42 135 (101) Moderately High
Equity - Sectoral/Thematic
1 HDFC Infrastructure Fund - Reg. Plan 10.84 424 58.92 8.75 28.93 32 2.67 -34.07 47.81 4 (10) High
2 Aditya Birla Sun Life PSU Equity Fund 8.58 189 66.37 16.30 13.96 25 2.46 ** 40.69 6 (18) Moderate
3 IDFC Infrastructure Fund 11.70 464 38.88 28.79 31.44 41 2.53 -21.63 38.21 12 (21) Moderately High
4 Aditya Birla Sun Life Infrastructure Fund 25.75 326 34.42 24.27 38.49 43 2.60 -17.65 35.96 15 (24) High
5 SBI PSU Fund 8.50 144 64.93 10.32 17.05 21 2.56 -18.33 35.94 16 (26) Moderate
6 Kotak Infra. & Eco. Reform Fund - Reg. Plan 16.81 226 35.55 38.31 24.71 37 2.52 -16.85 33.25 19 (39) Moderately Low
7 Nippon India Banking Fund 197.23 1,702 73.16 18.35 3.16 24 2.17 -32.38 32.77 21 (11) High
8 Nippon India Power & Infra Fund 87.07 934 50.38 9.47 35.45 34 2.37 -11.94 32.48 22 (32) Moderately High
9 Invesco India Infrastructure Fund 16.76 41 35.80 25.24 35.57 32 2.47 -1.53 30.37 26 (67) Moderate
10 ICICI Prudential India Opportunities Fund 9.04 2,368 74.15 14.49 2.99 34 2.13 -12.91 29.62 29 (27) Moderate
11 UTI Infrastructure Fund 44.46 931 58.51 25.01 14.66 39 2.33 -17.34 29.36 30 (48) Moderate
12 LIC MF Infrastructure Fund 12.30 42 58.98 16.02 10.32 23 2.52 -14.76 28.99 31 (31) Moderately Low
13 Canara Robeco Infrastructure 39.50 90 55.00 24.06 17.45 30 2.59 -12.63 28.31 35 (85) Moderate
14 ICICI Prudential Infrastructure Fund 41.00 744 54.68 7.79 28.79 50 2.51 -20.28 28.08 36 (33) Moderate
15 SBI Consumption Opportunities Fund 95.84 509 33.98 27.10 36.95 25 2.64 -11.00 27.73 39 (60) Moderate
16 Franklin Build India Fund 34.03 901 74.79 4.00 18.26 36 2.41 -18.87 27.05 44 (35) High
17 Tata Infrastructure Fund - Reg. Plan 45.68 377 53.75 27.57 15.97 28 2.57 -18.38 26.98 46 (86) Moderately Low
18 UTI Banking & Financial Services Fund 71.63 403 84.06 9.75 1.93 20 2.80 -28.39 26.24 48 (19) High
19 DSP Tiger Fund 73.78 770 53.09 15.16 22.97 55 2.50 -20.13 25.89 49 (66) Moderate
20 L&T Infrastructure Fund - Reg. Plan 12.64 1,163 35.12 32.71 31.03 48 2.30 -18.40 25.40 50 (142) Moderate
21 Aditya Birla Sun Life Banking And Fin. Serv. Fund 22.75 1,234 78.11 6.40 4.39 23 2.43 -23.06 24.72 52 (12) High
22 SBI Infrastructure Fund 14.02 380 61.53 10.33 23.12 24 2.57 -10.00 24.53 55 (121) Moderate
23 ICICI Prudential FMCG Fund - Growth 239.81 517 75.53 11.44 5.93 22 2.61 2.09 24.42 57 (145) Low
24 DSP Natural Resources and New Energy Fund 27.24 292 69.16 8.26 0.39 19 2.54 -12.85 24.36 58 (40) Moderately Low
25 ICICI Prudential Exports and Services Fund 52.16 507 69.74 15.18 10.68 20 2.64 -6.86 23.38 68 (123) Moderately Low
26 Baroda Banking and Financial Services Fund 19.06 37 73.02 7.67 1.47 19 2.57 -20.91 22.90 70 (13) High
27 ICICI Prudential Banking and Financial Services 50.06 2,264 66.12 23.74 6.09 28 2.23 -25.29 22.90 71 (43) High
28 SBI Banking & Financial Services Fund 15.45 1,213 81.47 11.30 4.43 19 2.21 -17.09 22.84 72 (25) High
29 Nippon India Consumption Fund 67.11 79 72.24 17.35 8.87 28 2.57 8.64 22.72 73 (151) Moderate
30 Mirae Asset Great Consumer Fund 33.32 866 59.95 26.51 10.36 35 2.21 -0.15 21.78 85 (144) Moderately Low
31 HSBC Infrastructure Equity Fund 12.65 68 52.42 16.21 28.29 33 2.55 -23.45 21.78 86 (284) Moderate
32 Invesco India PSU Equity Fund 18.06 132 50.25 34.89 13.68 19 2.46 3.85 21.01 93 (369) Moderate

Debt Mutual Fund Assets Under Management as on June 2020 stood at `11.63 lakh crore.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 81


MF Data Bank
MF Page - 18

Expense Return 2Expected


Category Weightage (%) DSIJ Current
NAV AUM No of
Scheme Name Companies Ratio (%) 1 Years yr return Rank Risk
Rank (`) (` Cr)
Large Cap Mid Cap Small Cap (%) (%) (10 July 20)
33 BOI AXA Manufacturing & Infrastructure Fund 14.69 34 34.42 30.85 33.45 50 2.49 -2.52 19.56 122 (363) Moderate
Equity - Focused
1 HDFC Focused 30 Fund - Reg. Plan 65.45 441 83.49 4.21 8.24 28 2.53 -15.27 28.59 34 (46) Moderate
2 Franklin India Focused Equity Fund 36.33 7,097 80.06 5.81 8.55 28 1.91 -12.65 26.98 45 (52) High
3 Nippon India Focused Equity Fund 42.02 3,226 61.87 19.22 7.90 30 1.98 -9.87 23.46 67 (104) Moderately High
4 JM Core 11 Fund 7.77 47 94.92 0.00 0.00 11 2.42 -9.37 22.49 76 (55) Moderately High
5 SBI Focused Equity Fund 141.11 8,012 55.73 19.56 7.09 24 1.88 -0.63 19.33 141 (73) Moderate
6 ICICI Prudential Focused Equity Fund 29.17 613 76.42 12.35 3.11 24 2.75 -0.88 18.46 181 (219) Moderate
7 Tata Focused Equity Fund 8.70 1,121 78.50 12.57 0.00 22 2.23 ** 18.42 182 (210) Moderate
8 Mirae Asset Focused Fund 10.98 2,597 67.81 25.51 2.96 31 1.91 5.01 17.28 216 (138) Moderately High
Equity - Mid Cap
1 Mirae Asset Midcap Fund 10.24 1,816 20.62 69.84 6.72 49 2.02 ** 22.15 80 (124) Moderate
2 Kotak Emerging Equity Fund - Reg. Plan 36.50 5,871 11.59 69.73 15.27 70 1.96 -3.50 20.64 99 (167) Moderately Low
3 Franklin India Prima Fund 847.07 6,193 20.73 68.14 3.05 57 2.18 -8.44 20.12 108 (166) Moderate
4 Motilal Oswal Midcap 30 Fund 22.44 1,364 21.80 67.08 2.23 27 2.25 -5.82 19.91 112 (62) Moderate
5 Aditya Birla Sun Life Midcap Fund 237.97 1,832 11.77 66.83 13.42 59 2.29 -13.88 19.58 119 (226) Moderately Low
6 Tata Mid Cap Growth Fund - Reg. Plan 131.72 709 12.91 66.35 14.49 44 2.54 -2.83 19.45 130 (255) Moderately Low
7 Union Midcap Fund 13.43 172 12.72 71.66 13.55 48 2.78 ** 18.65 175 (298) Moderate
8 Principal Midcap Fund 9.38 234 22.06 65.58 8.26 68 2.62 ** 18.04 198 (315) Moderately Low
9 BNP Paribas Mid Cap Fund 30.74 615 8.42 70.76 9.08 47 2.37 -0.96 17.38 212 (353) Moderately Low
10 Sundaram Mid Cap Fund 394.97 4,482 12.51 67.46 16.38 59 2.04 -11.67 17.35 213 (355) Moderately Low
Equity - Small Cap
1 Invesco India Smallcap Fund 10.12 542 0.00 28.34 67.38 42 2.54 -0.29 27.53 40 (53) High
2 HDFC Small Cap Fund - Reg. Plan 33.11 7,511 7.55 17.29 69.03 73 1.93 -19.28 27.06 43 (47) Moderate
3 Aditya Birla Sun Life Small Cap Fund 25.48 1,619 2.58 22.88 67.77 63 2.38 -21.22 24.69 53 (83) Moderately High
4 Kotak Small Cap Fund - Reg. Plan 66.10 1,242 3.67 25.21 68.17 56 2.19 -4.73 22.25 77 (128) Moderate
5 HSBC Small Cap Equity Fund 40.58 287 5.35 15.85 75.44 44 2.49 -12.61 21.66 88 (165) High
6 Franklin India Smaller Companies Fund 40.48 5,050 15.42 9.73 66.05 68 2.01 -21.34 21.28 90 (192) Moderately High
7 ICICI Prudential Smallcap Fund 22.21 971 8.46 15.66 66.68 62 2.34 -11.58 20.98 94 (139) Moderate
8 L&T Emerging Businesses Fund - Reg. Plan 18.87 4,697 0.00 32.25 64.18 96 2.05 -18.80 20.72 96 (258) Moderately High
9 Nippon India Small Cap Fund 35.51 6,944 8.64 13.00 75.44 114 1.90 -6.85 20.65 98 (150) High
Hybrid - Aggressive
1 Nippon India Equity Hybrid Fund 42.50 4,714 65.49 2.06 4.31 45 1.93 -20.58 35.40 17 (17) Moderately High
2 ICICI Prudential Equity & Debt Fund 125.56 17,423 69.48 5.17 5.01 102 1.76 -6.25 29.96 27 (29) Moderate
3 HDFC Hybrid Equity Fund - Reg. Plan 50.50 16,509 59.22 11.13 6.87 76 1.80 -6.61 26.28 47 (45) High
4 UTI Hybrid Equity Fund 155.07 3,472 62.64 14.92 5.49 72 1.91 -6.69 24.65 54 (63) Moderate
5 Tata Hybrid Equity Fund - Reg. Plan 201.10 3,089 60.91 7.73 2.50 30 2.00 -5.61 22.65 74 (70) Moderate
6 Kotak Equity Hybrid Fund - Reg. Plan 24.31 1,132 55.18 19.22 7.54 60 2.23 -2.86 22.01 82 (69) Moderate
7 Mirae Asset Hybrid Equity Fund 14.77 3,274 61.79 9.45 0.63 63 1.88 -0.45 19.99 110 (168) Moderately Low
8 Franklin India Equity Hybrid Fund 113.19 1,319 60.20 12.44 0.96 40 2.23 -5.51 18.26 186 (160) Moderate
9 SBI Equity Hybrid Fund 136.06 28,583 57.01 14.64 4.88 81 1.63 0.17 17.15 221 (173) Moderately Low
10 LIC MF Equity Hybrid Fund 100.60 366 55.38 13.77 3.17 45 2.66 -1.86 16.79 237 (190) Moderately Low
11 Indiabulls Equity Hybrid Fund 10.02 28 65.94 7.23 0.00 37 2.36 -4.89 16.09 260 (117) Moderate
Equity - Multi Cap
1 HDFC Equity Fund - Reg. Plan 550.81 18,495 94.03 2.30 2.98 45 1.80 -18.14 37.01 14 (20) Moderately High
2 ICICI Prudential Multicap Fund 252.05 4,869 67.79 12.78 6.49 67 2.06 -13.19 31.33 24 (22) Moderate
3 Nippon India Multi Cap Fund 75.86 6,954 55.78 26.99 15.56 55 1.84 -22.14 30.51 25 (37) High
4 Parag Parikh Long Term Equity Fund 28.32 3,186 39.79 14.79 11.27 20 1.94 13.24 24.14 61 (61) Moderate
5 SBI Magnum Multi Cap Fund 44.43 7,825 72.02 15.37 7.13 45 2.10 -8.59 24.11 62 (50) Moderate
6 Mahindra Manulife Multi Cap Badhat Yojana 10.83 287 70.11 20.10 5.49 51 2.62 0.31 19.03 154 (174) Moderate
7 Franklin India Equity Fund 522.55 8,364 79.02 12.40 5.09 53 1.86 -8.73 18.97 156 (212) Moderately High
8 Aditya Birla Sun Life Equity Fund 664.66 9,648 69.96 19.38 6.02 67 1.94 -6.02 18.23 188 (143) Moderately High
9 Principal Multi Cap Growth Fund 128.79 608 65.83 22.85 7.16 56 2.48 -7.08 16.82 236 (214) Moderate
10 Kotak Standard Multicap Fund - Reg. Plan 33.30 25,984 68.24 21.31 1.14 58 1.69 -5.81 16.76 238 (209) Moderately Low
11 LIC MF Multi Cap Fund 44.90 257 67.73 19.49 3.67 43 2.58 -3.12 16.71 242 (198) Moderately Low

Equity Mutual Fund Assets Under Management as on June 2020 stood at `7.01 lakh crore.

82 DALAL STREET INVESTMENT JOURNAL I JULY 20 - AUG 02 , 2020 DSIJ.in


MF Page -19

Expense Return 2Expected


Category Weightage (%) DSIJ Current
NAV AUM No of
Scheme Name Companies Ratio (%) 1 Years yr return Rank Risk
Rank (`) (` Cr)
Large Cap Mid Cap Small Cap (%) (%) (10 July 20)
12 Invesco India Multicap Fund 44.26 846 44.44 30.51 20.61 42 2.47 -2.66 16.54 249 (236) Moderately High
13 L&T Equity Fund - Reg. Plan 75.25 2,189 75.76 13.69 7.48 63 2.15 -7.15 16.32 254 (314) Moderate
Equity - Value/Contra
1 Templeton India Value Fund 200.69 380 76.17 12.41 7.13 39 2.54 -16.79 28.92 32 (34) Moderately High
2 Quantum Long Term Equity Value Fund - Reg. Plan 45.07 681 75.37 13.18 0.83 30 1.79 -16.09 24.09 64 (140) Moderately Low
3 SBI Contra Fund 94.71 1,062 52.85 6.52 24.25 46 2.30 -9.66 23.47 66 (82) Moderate
4 HDFC Capital Builder Value Fund - Reg. Plan 246.03 3,595 72.50 6.64 14.77 60 1.98 -13.06 22.57 75 (23) High
5 IDFC Sterling Value Fund 39.08 2,077 18.07 43.45 34.47 68 2.12 -20.33 21.97 83 (223) Moderately High
6 JM Value Fund 29.41 100 83.10 12.40 2.90 25 2.54 -4.69 21.02 92 (49) Moderately High
Equity - ELSS
1 HDFC TaxSaver - Reg. Plan 437.12 6,172 87.14 7.58 2.85 51 2.02 -14.71 29.71 28 (38) Moderately High
2 Nippon India Tax Saver Fund 42.90 7,573 66.67 18.42 12.56 60 1.76 -20.29 27.80 38 (59) Moderately High
3 Mirae Asset Tax Saver Fund 17.44 3,141 71.57 21.95 4.99 57 1.80 -0.76 25.13 51 (54) Moderately High
4 Quantum Tax Saving Fund - Reg. Plan 44.97 65 75.86 12.78 0.82 30 1.79 -15.52 24.10 63 (134) Moderately Low
5 ICICI Prudential Long Term Equity Fund 344.01 5,595 78.94 5.64 10.81 64 2.08 -8.21 22.16 79 (75) Moderately High
6 Parag Parikh Tax Saver Fund 10.67 39 57.80 16.53 19.51 23 2.44 ** 21.70 87 (125) Moderately Low
7 HDFC Long Term Advantage Fund - Reg. Plan 321.20 1,064 76.85 5.20 13.39 30 2.30 -11.20 21.32 89 (155) Moderately High
8 L&T Tax Advantage Fund - Reg. Plan 48.47 2,843 68.66 20.95 7.93 61 2.06 -8.79 20.71 97 (185) Moderate
9 PGIM India Long Term Equity Fund 13.37 304 77.48 9.15 8.20 44 2.50 -6.57 20.53 103 (129) Moderate
10 Mahindra Manulife ELSS Kar Bachat Yojana 10.53 265 72.62 19.38 3.50 46 2.40 -6.67 19.75 114 (137) Moderate
11 Tata India Tax Savings Fund - Reg. Plan 16.67 1,719 82.73 10.88 3.89 32 2.31 -8.82 19.61 118 (171) Moderately High
12 SBI Long Term Equity Fund 131.89 6,159 67.98 17.20 8.81 64 1.85 -5.80 19.30 142 (176) Moderate
13 Motilal Oswal Long Term Equity Fund 15.93 1,386 67.19 29.10 3.26 27 2.23 -4.28 19.08 151 (68) Moderately High
14 Principal Tax Savings Fund 190.93 366 75.79 18.49 2.27 63 2.62 -5.90 18.88 162 (161) Moderate
15 DSP Tax Saver Fund 46.28 5,789 66.72 14.86 9.15 64 1.90 -3.45 18.51 179 (149) Moderate
Hybrid - Equity Savings
1 Nippon India Equity Savings Fund 10.03 456 62.98 1.53 2.09 43 2.55 -19.81 27.37 41 (42) Moderately Low
2 DSP Equity Savings Fund 12.52 436 54.21 17.59 3.24 84 2.40 -0.62 19.18 145 (89) Moderately Low
3 ICICI Prudential Equity Savings Fund 14.05 1,157 69.82 6.40 3.57 65 1.35 0.21 17.75 203 (242) Low
4 HDFC Equity Savings Fund - Reg. Plan 36.00 3,141 63.92 3.97 4.33 96 2.03 -2.58 17.61 208 (237) Low
5 Kotak Equity Savings Fund - Reg. Plan 14.88 1,409 68.94 5.49 0.92 73 2.19 4.23 17.12 223 (193) Moderately Low
6 PGIM India Equity Savings Fund 31.86 37 58.58 7.27 2.70 31 2.49 -0.89 16.86 233 (254) Low
7 UTI Equity Savings Fund 10.20 194 72.25 3.94 0.27 47 1.51 0.05 16.07 262 (323) Moderately Low
8 L&T Equity Savings Fund - Reg. Plan 17.15 79 49.46 10.03 7.22 72 1.59 -1.68 14.58 306 (394) Low
Hybrid - Dynamic Asset Allocation/Balanced Advantage
1 HDFC Balanced Advantage Fund - Reg. Plan 174.18 35,429 81.53 5.77 7.36 89 1.62 -13.25 39.40 7 (16) Moderately High
2 ICICI Prudential Balanced Advantage Fund 36.33 24,582 69.66 6.87 1.06 121 1.74 1.74 21.85 84 (78) Moderate
3 Nippon India Balanced Advantage Fund 89.31 2,664 50.02 15.13 3.70 73 2.00 -2.27 18.11 192 (195) Moderate
4 Kotak Balanced Advantage Fund 11.13 3,584 61.33 14.17 2.86 90 1.98 5.34 17.05 227 (191) Moderate
5 Tata Balanced Advantage Fund 10.86 993 64.50 11.16 0.24 65 2.44 4.15 16.59 247 (300) Moderately Low
6 L&T Balanced Advantage Fund 25.68 645 71.44 7.04 0.70 38 2.44 5.57 13.84 332 (301) Low

Solution Oriented
1 Nippon India Retire.Fund - Wealth Creation Scheme 10.70 1,263 82.04 4.43 8.79 53 2.04 -19.79 35.29 18 (14) High
2 ICICI Prudential Retire.Fund - Pure Equity 9.14 58 81.79 7.01 0.62 30 2.44 -11.86 23.25 69 (88) Moderate
3 ICICI Prudential Child Care - Gift Fund 130.56 559 51.98 8.80 5.00 31 2.55 -7.27 22.14 81 (133) Moderately Low
4 HDFC Retire.Savings Fund - Equity - Reg. Plan 15.88 853 51.02 12.25 27.52 65 2.58 -5.28 21.15 91 (154) Moderately High
5 ICICI Prudential Retire.Fund - Hybrid Aggressive 9.74 72 77.54 1.66 0.02 25 2.38 -6.17 19.65 117 (169) Moderate
6 HDFC Childrens Gift Fund - Reg. Plan 118.64 3,022 58.69 13.45 9.20 72 1.97 -1.79 19.58 120 (146) Moderate
7 HDFC Retire.Savings Fund - Hybrid Equity - Reg. Plan 16.27 395 47.06 7.77 22.21 61 2.43 -2.62 19.11 147 (216) Moderate
Hybrid - Multi Asset Allocation
1 ICICI Prudential Multi Asset Fund 256.56 10,173 64.68 4.83 4.13 72 1.76 -4.06 24.27 60 (71) Moderately Low
Equity - Dividend Yield
1 Aditya Birla Sun Life Dividend Yield Fund 150.00 594 37.90 27.88 23.24 55 2.55 -1.59 20.15 107 (202) Moderately Low
2 Templeton India Equity Income Fund 42.13 738 41.69 22.20 13.51 40 2.40 -7.01 19.10 148 (240) Moderately Low

All the NAV figures are for date July 10, 2020. Trailing returns are also calculated for the same date. AUM, weightage of a stocks, number
of companies and expense ratio are for the period ending May 2020. All the raw data is provided by Dion Global Solutions Ltd.

DSIJ.in JULY 20 - AUG 02 , 2020 I DALAL STREET INVESTMENT JOURNAL 83

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