Dalal Street Investment Journal May 28 2017 - PDFCOFFEE.COM (2024)

CONTENTS Cover Story

A Complete Guide For The New Investors On D-Street

18

Analysis

BANK ON THE FAVOURITE OF INDIA’S RETAIL INVESTORS

57

Vol. 32 No. 12 • MAY 15 - 28, 2017

47

Recommendations

10 12 14

Choice Scrip Low Priced Scrip Hot Chips

Regulars

06 07 08 16 61 62 65 66

Editor’s Keyboard Company Index Market View Technicals Tax Column Query Board Reviews Kerbside

Subscribers can access the complete databank consisting of more than 3500 companies on our website www.DSIJ.in

Special Report

Cementing Your Portfolio With The Cement Stocks 4

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

DSIJ.in

If Markets Are Calling, Why Stay Away!

E

ven before the monsoon could approach and bring in much needed relief for the population, markets have reached their all-time highs at the time of drafting this note for our valued reader-investors. On Wednesday, May 10, Nifty touched 9400 mark bringing in much relief and cheer among the investors and all the souls involved with the equity markets, directly and indirectly. Few weeks back only, in one of our editions, we had talked about Sensex at a 35000 plus range by end of the year and well, in the just beginning of the year, it is inching fast towards 31000 mark. As if this monsoon has arrived sooner than expected if at least the markets’ behaviour is to be considered. So it is time to express joy, rejoice too. In the coming days, the markets will take cues from four very important factors. To start with the earnings numbers which have so far remained better than the third quarter numbers of the last fiscal years, then comes the much-awaited uniformed tax regime, GST and monsoon--IMD has already expressed confidence for a good monsoon this time and in anticipation, stocks related to agri-products, fertilisers have started their run. The fourth and final factor emerges from global markets and all of them including the markets in the USA have been doing extremely well at this time. Can there be a better timing to stay invested, invest fresh--we believe, yes, this is the best occasion to stay tuned to the markets and if you have stayed away from the equity markets so far, now don’t delay, catch the bus. Our cover story package this time talks about why should aspiring new investors must enter the markets to get a good return to their investments, why one should not avoid being in this market and where the markets go from here for the ones who are already into the equities. I am sure, the stories will help the ones who have so far stayed away from the markets to come into the orbit of it and make most of their hardearned money in the form of returns on investments. So please, join the bandwagon, now. We are also talking about the buzzing cement sector--stocks in this sector are looking bright and may turn even brighter soon. Why and how--read the special story on cement stocks which also has a set of recommendations. We got out tax advisory column back on demand of our reader-investors--I am sure you will benefit of it while calculating your tax liabilities and also to check which are the items may attract fresh new set of taxes and the ones which have been given a relief. Coming back to the markets, investors can take lot of comfort from the positive market sentiment and they do not need to worry about the high price levels for equities. While there is always a chance of minor correction, as it is the basic nature of any equity market the probability of a market crash is quite low. The money inflow into equities from both the DIIs and FIIs is expected to be consistent going forward. The prevailing risk-on environment globally is a big trigger for the market going forward and the liquidity inflow can push benchmark indices to new highs. This is also an opportune time to realign portfolio and get rid of underperforming shares that are lying in the portfolio for years together without contributing to the overall performance. While we await the monsoon and first spell of showers across the country, stay tuned to this space as lots more awaiting you during the coming editions of your favourite investment fortnightly. Happy investing !

V B PADODE Editor-in-Chief

6

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

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Vol. 32. No. 12 • MAY 15 - 28, 2017

Founder & Editor-In-Chief V B Padode

Subscription & Customer Service Utkarsh Sawale Arvind Manor

Executive Editor Joydeep Ray

Marketing & Sales G M - Marketing & Sales Farid Khan

Chief Copy Editor Prakash Patil Assistant Editor Yogesh Supekar

Mumbai: Nitin Zimur (Sr. Manager - Sales)

Research Neerja Agarwal (Sr. Manager Research)

Bengaluru: N K Vishwanatha (Sr. Manager - Sales)

Karan Bhojwani (Sr. Research Analyst)

Chennai: S Syed Khaleefathullah (Sr. Manager - Sales & Marketing)

Bhagyashree Vivarekar (Research Analyst- Editorial)

Delhi: Atul Verma (Sr. Manager - Sales & Marketing)

Lohit Bharambe (Sr. Research Associate) Graphics Vipin Bendale

Mutual Funds : Hemant Rustagi

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Your Query, Our Response On the outset let me congratulate you for investing your precious time to come out with such a wonderful listing of ‘Super 50’ and ‘Elite 100’ companies! Commendable job. Congrats! And keep it up. However, I have few issues in understanding the numbers of the companies! Could you please clarify, the time period when you mention ‘5 years CAGR (%) ! Is this from 2010 to 2016? or 2009-2015? Similarly what is the cut of period of PAT? Is it Mar 2016 or any other time period? I look forward to your valued response - Jagannatha Rai Research Head responds: Dear Mr Rai, thank you for writing to us. We are delighted that you have found the information useful. The cut off period is of March, 2016. So we go back 5 years to calculate CAGR - its 2010 to 2016. Stay tuned. Regards

Tax: Jayesh Dadia

DSIJ Private Limited Managing Director Rajesh V Padode For Customer Service 020-49072626 OR  [emailprotected] Mumbai Office 419-A, 4th Floor, Arun Chambers, Tardeo, Next to AC Market Mumbai - 400034 022-43476012/16/17 Pune Office C-305, 3rd Floor, Trade Center, North Main Road, Near Axis Bank, Opposite Lane no. 6, Koregaon Park, Pune - 411001 020-49072600 Bengaluru Boston Financial Advisory Group, # 54, 3rd Floor, 13th Main, 17th Cross, HSR Layout, Bengaluru - 560102 080-25724800/600 Chennai Delhi

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

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Recommendations Company/Scheme

Reco.

Price (`)

Column

Page No

Amrutanjan Healthcare

l

Buy

724.00

Kerbside

66

Andrew Yule & Company

l

Buy

38.00

Kerbside

66

BHEL

l

BP

176.80

QueryBoard

63

Grasim Industries

l

Buy

1201.00

Reviews

65

Greaves Cotton

l

Buy

167.00

Hot Chips

14

Heidelberg Cement India

l

Buy

132.00

Special Report

60

Himadri Speciality Chemical

l

Buy

61.58

Low Priced Scrip

12

India Cements

l

Buy

209.00

Special Report

60

Indian Bank

l

Buy

354.00

Analysis

20

JK Lakshmi Cement

l

Buy

500.00

Special Report

60

MTNL

l

Exit

24.10

QueryBoard

64

NECC

l

Hold

46.10

OCL India

l

Buy

1014.00

PNC Infratech

l

Buy

Punjab National Bank

l

RCF Rico Auto

QueryBoard

63

Special Report

60

160.00

Reviews

65

BP

173.55

QueryBoard

64

l

BP

90.65

QueryBoard

62

l

BP

58.80

QueryBoard

62

RPG Life Sciences

l

Buy

378.00

Technicals

17

Sadbhav Infrastructure Project

l

Buy

111.00

Choice Scrip

10

Schneider Electric

l

Buy

153.50

Kerbside

66

South Indian Bank

l

Buy

25.70

Hot Chips

14

Tata Coffee

l

Buy

133.00

Technicals

17

Time Technoplast

l

Buy

125.00

Kerbside

66

BP - Book Profit • BPP - Book Partial Profits • BL - Book Loss

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

7

Market Watch There is not at all ‘Sell In May And Go Away’

I

ndian markets are taking domestic cues and reacting on stock specific actions as results season is going on. There is almost 50 per cent companies have declared Q4FY17 results which were remained on an average after the lower base of demonetisation impacted Q3FY17. Furthermore, there were not any substantial surprise from the numbers point of view. In last two weeks, BSE Sensex and Nifty surged almost one per cent. Small-cap and Mid-cap hovering all-time high in the last couple of weeks. Mid-cap increased 1.34 per cent and small-cap also rose 1.66 per cent. On the sectoral front, all sectoral indices remained positive except Metal. Bankex remained top performer for the period with a gain of 4.38 per cent. Banking stocks surged owing to measures taken by the government to curb bad loans and

runoff on Sunday. The benchmark Nikkei average surged to hit a 17-month closing high on the Tokyo Stock Exchange. Nikkei increased 5.12 per cent in the last couple of weeks. Hang Seng rose 3.11 per cent. DAX and CAC 40 increased 2.36 per cent and 2.45 per cent in last two weeks. FTSE rose 1.07 per cent. Dow Jones Industrial Average was up by 1.02 per cent; whereas, NASDAQ rose by 2.29 per cent, which tracks the global IT stocks’ performance. After pumping massive money by FIIs in Indian capital markets, have started netting off positions from last one month. FIIs have sold Rs 1917 crore in the last couple of weeks. The Domestic Institutional Investors bought Rs 6469 crore equities in last two weeks. Middle East countries are struggling on falling crude oil prices with an intense oil battle with the US. In the last couple of months, prices have remained in the

Indian capital markets will follow domestic cues first as results season has just started. The market will experience stocks specific action as Q4FY17 result season is going on. range of USD 47 and USD 54 a barrel, due to consistent pressure from US shale oil production. Moreover, production cuts have also failed to reduce global inventories, significantly, even after four months of the deal. Now all eyes are on the May 25 meeting of OPEC and allied crude producers, where an extension of oil production cuts is expected to be announced. IMD has forecasted monsoon likely to be normal in 2017-18. The prospects of the monsoon have brightened because of the reduction in the likelihood of El-Nino. Though, FIIs have sold in the Indian markets the pumping money from DIIs into the markets lifting benchmark indices. Markets will remain DS higher levels in rest of May. Indices Dow Jones Ind

given more rights to the Reserve Bank of India (RBI) to look after banks’ nonperforming loans closely. Realty and Auto indices rose 3.84 per cent and 2.16 per cent respectively. IT also increased 2.04 per cent in the last couple of weeks. Power increased 0.53 per cent in last two weeks. However, Metals eroded 1.95 per cent. On the global front, all world indices witnessed positive sentiments following the victory of centrist Emmanuel Macron, a pro-European Union candidate, in the French presidential

8

Indices SENSEX Nifty Mid-cap Small-Cap Auto Bankex FMCG IT Metal Power Realty

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

9251.56 9721.26 11131.97 2332.02 1979.22

09th May Gain/Loss 2017 (%) 29,933.25 0.94 9,316.85 1.07 14821.13 1.34 15544.63 1.66 22660.15 2.16 25832.12 4.38 9348.21 9919.84 10915.14 2344.34 2055.21

09th May Gain/Loss 2017 (%)

20,763.89

20,975.78

1.02

S&P 500

2,374.15

2,396.92

0.96

NASDAQ

5,983.82

6,120.59

2.29

FTSE 100

7,264.68

7,342.21

1.07

DAX

12454.98

12749.12

2.36

CAC 40

5,268.85

5,398.01

2.45

Hang Seng

24,139.48

24,889.03

3.11

Nikkei

18,875.88

19,843.00

5.12

Net Investment In Equity Markets (`/Cr)

Performance Of Indices 24th Apr 2017 29655.84 9,217.95 14625.73 15291.26 22180.32 24748.18

24th Apr 2017

1.04 2.04 -1.95 0.53 3.84

Date

FIIs

DIIs

25-04-2017

-226.89

998.26

26-04-2017

325.98

1011.38

27-04-2017

-64.29

233.31

28-04-2017

-22.8

1684.44

02-05-2017

-1113.53

541.39

03-05-2017

-333.24

112.36

04-05-2017

-93.47

663.33

05-05-2017

-140.16

298.11

08-05-2017

-248.25

926.1

-1916.65

6468.68

Total

DSIJ.in

Recommendations

Equity FY16. The company’s EBITDA also boosted 38.65 per cent in the last five financial years ended FY16.

Sadbhav Infrastructure Project

STRUCTURING BETTER GAINS

On the trailing twelve-month financial front, Sadbhav Infrastructure Project’s topline decreased 23.27 per cent to Rs 1241 crore at the end of December 2016 as compared to same period in previous financial year. However, the company’s EBITDA increased 62.72 per cent to Rs 818 crore at the end of December 2016 on a yearly basis. Its net loss narrowed down to Rs 257 crore, as against net loss of Rs 411 crore in the previous year.

HERE IS WHY Positive developments in infrastructure sector Strong financials Attractive valuations

I

nfrastructure sector is a key driver for the Indian economy. The sector is highly responsible for propelling India’s overall development and enjoys intense focus from the government for initiating policies that would ensure time-bound creation of world class infrastructure in the country. The government has a target of Rs 25 lakh crore investment in infrastructure over a period of three years, which will include Rs 8 lakh crore for developing 27 industrial clusters and an additional Rs 5 lakh crore for road, railway and port connectivity projects. Sadbhav Infrastructure Project is principally engaged in development, construction as well as operation and maintenance of infrastructure projects, related consulting and advisory services. The company's segments include BOT (toll operation, user fees and other operating income), contractual income and project operations, management and advisory services. The company's projects include Ahmedabad Ring Road Infrastructure, Nagpur Seoni Expressway, Hyderabad Yadgiri Tollway, BijapurCMP Monthly Stock Market Returns (`)

On segmental revenue front, Sadbhav Infrastructure Project has earned 90.69 per cent from BOT (toll operation and user fees) and 9.28 per cent from contractual income in FY16.

Best of LAST ONE Year Reco Price (`)

CMP (`)

Gain (%)

Mahanagar Gas

518.00

994.00

91.89

Techno Electric & Engg.

217.00

406.00

87.10

Arvind Ltd

285.00

419.00

47.02

1329.00

1929.00

45.15

435.00

624.00

43.45

Name of Company

Godrej Consumer Prod. Rajesh Exports

(Closing price as of May 09, 2017)

Hungund Tollway and Rohtak-Panipat Tollway. It is involved in the development, operation and maintenance of national and state highways and roads in various states in India including Maharashtra, Gujarat, Rajasthan, Karnataka, Haryana and Telangana and border check posts in the state of Maharashtra. On the financial front, Sadbhav Infrastructure Project’s revenue increased 33.36 per cent to Rs 742 crore in FY12Shareholding Pattern 31/03/2017 Promoter

BSE Code: 539346 CMP: `111 FV: `10 BSE Volume: 45155 Date: 08/05/2017

FII DII Others Total

10

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

Sadbhav Infrastructure Project is planning to invest around Rs 135 crore in 4-laning project in Maharashtra. The company has declared L1 for about Rs 1000 crore project coming in from National Highways Authority of India (NHAI). Sadbhav Infrastructure will make almost around 17 per cent to 18 per cent internal rate of return (IRR) on net equity. The company’s order book stands at Rs 9400 crore post L1 for 4-laning project. Sadbhav Infrastructure Project’s ROCE stood at 4.24 per cent in FY16. Its total debt-to-equity ratio declined to 7.21x in FY16 from 8.41x in FY15. Its interest coverage ratio stood at 0.56x in FY16. On the valuation front, the share price of Sadbhav Infrastructure Project is trading at PB of 4.42x, as compared to peers such as MEP Infrastructure (5.53x), Dilip Buildcon (5.0 x) and industry PE of 22.24x. We recommend our readerDS investors to BUY the stock.

Last Five Quarters - Standalone (`/Cr) Particulars

Dec'16

Sep'16 Jun '16 Mar'16

Dec'15

69.28

Total Income

322.14

275.65

361.70

281.79

6.48

Other Income

16.90

14.55

7.71

2.81

23.00

Operating Profit

249.83

205.91

224.67

179.82

188.74

Interest

262.26

259.27

263.78

184.97

294.29

Net Profit

-69.65

-102.80

-92.38

-2.12

-142.28

Equity

352.23

352.23

352.23

352.23

352.23

5.02 19.21 100

503.03

DSIJ.in

Communication Feature Siddharth Karnawat

CEO & Investment Strategist, Rishabh Securities

Mid-caps Will

Outperform The Market

How long in your view mid-cap stocks will continue to outperform the market? The Mid-cap index is trading at 18 to 19 per cent premium to its 5-year average of price-to-earnings ratio, despite the fear of demonetisation. The GST bill and the BJP win in Uttar Pradesh is a big boost for investor sentiments. We think investor should focus more on mid-caps where earning visibility is sustainable. In the next 6 to 12 months mid-cap companies with good management and earnings will outperform the market. What are the key triggers to watch out for in equity markets? The key triggers would be pick-up in corporate earnings growth, implementation of GST and big push on infrastructure by the government.

demonetization, auto sector is now back to normal and we think it will again be the sector to watch out for. Everyone will be closely watching the 7th Pay Commission hike also. We are also bullish on the financial sector. After demonetization, the financial sector has been boosted by flow of deposits, which will give huge boost to financial sector We think loan growth is picking up, which is postive for all banking sectors as well as its showing pick up of demand in economy. Will equity outperform other asset classes in 2017-18? We expect equity markets to give returns of 10-15% this year which we think can outperform almost all asset classes this year.

What are the key risks at this point for investors? The delay of GST, rise in global inflation and below average monsoon could be the key risks at the current market level. Will FIIs continue to invest in Indian stock market? Investment by foreign investors in March was highest in 15 years. The data released on March 31, 2017, showed that foreign investors bought net of 8.8 billion USD worth of Indian shares and bonds. Tax reform and fiscal numbers by Trump government will be keenly watched by global Investors. Foreign investors will keenly watch implementation of GST and other important reforms by the Government of India. Which sectors are you bullish on for the next one year? We are bullish on auto and financial sector. We believe after n The Author is CEO & Investment Strategist, Rishabh Securities, Beawar n Two Times Best Motilal Oswal Franchisee (Winner) Award Overall India Level n Two Times Best Motilal Oswal Franchisee (Runner-UP) Award Overall India Level. n Views & recommendation expressed in this section are his own and do not present those of Motilal Oswal Securities Ltd and Dalal Street Investment Journal. Please consult your financial advisor before taking any position. DSIJ.in

MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

11

Recommendations

Equity

Himadri Speciality Chemical

company’s EBITDA too rose 70.85 per cent to Rs 162 crore in 9MFY17 on a yearly basis. Its EBITDA margin was 18.40 per cent, a YoY improvement of over 669 basis points, mainly on the account of operating efficiencies and increase in capacity utilization. It has witnessed turnaround in profitability and posted net profit of Rs 50.78 crore in 9MFY17, as against net loss of Rs 23 crore in 9MFY16.

GOOD PITCH TO SCORE HIGH RETURNS HERE IS WHY Financial turnaround Low debt-to-equity ratio Positive macro factors to propel future growth

H

imadri Speciality Chemical (HSCL) is a coal tar pitch manufacturing company. The company manufactures coal tar pitch used in the manufacture of aluminium, which is used in automobiles, televisions, rockets, beverage cans, wires, cables, smartphones, furniture and foil wraps, among others. It manufactures coal tar pitch, specialized coal tar pitch, advanced carbon, coal tar-based thermoplastic polymeric coating, carbon black and specialty carbon black. It also manufactures sulfonated naphthalene formaldehyde (SNF); poly carboxylate ether (PCE) and wood preservatives and fuel oils. HSCL’s management is seeing good growth and demand coming in from various industries to which the company caters. The company is eyeing increasing demand from the sectors of auto, aluminium and infrastructure that is leading to an increase in demand for its products. The long-term outlook for aluminium looks strong as the leading CMP Monthly Stock Market Returns BSE Code: 500184 CMP: `61.58 FV: `1 BSE Volume: 318858 Date: 08/05/2017

(`)

PRICED SCRIP Best of LAST ONE Year Reco Price (`)

CMP (`)

Gain (%)

V2 Retail

48.20

191.50

297.30

ADF Foods Ltd

83.70

257.00

207.05

Manappuram Finance

35.20

95.00

169.89

Jasch Industries

31.30

71.60

128.75

Federal Bank

64.50

118.00

82.95

Name of Company

(Closing price as of May 09, 2017)

aluminium smelters are ramping up capacities. Coal tar pitch is a key input for the aluminium industry. With all these positives happening in these industries, HSCL has been able to see increase in its capacity utilisation, volumes and realisations. On the financial front, HSCL’s revenue increased 6.39 per cent to Rs 949 crore in 9MFY17, as compared to the same period in the previous financial year. The Shareholding Pattern 31/03/2017 Promoter FII DII

12

On the geographical front, HSCL has earned 84 per cent from domestic and the balance 16 per cent from exports in 9MFY17. On the segmental revenue front, the company has earned major chunk of its revenue, i.e. 98.5 per cent, from carbon materials and chemicals and the remaining 1.5 per cent from power in 9MFY17.

HSCL has successfully reduced its total debt from Rs 1058 crore in Q3FY16 to Rs 833 crore in Q3FY17. The company’s debt-to-equity ratio stood at 0.77x in Q3FY17. The company’s ROCE stood at 14 per cent in Q3FY17. On the valuation front, the share price of HSCL is trading at PE of 39.07x as compared to its peers such as Pidilite Industries (43.66x) and Vinati Organics (31.01x). At the same time, industry PE is trading at 26.08x. We recommend our DS reader-investors to BUY this stock.

Last Five Quarters - Standalone (`/Cr) Particulars

Dec'16

Sep'16 Jun'16 Mar'16

Dec'15

48.95

Total Income

351.76

341.75

255.06

260.23

0.67

Other Income

2.04

1.91

1.98

7.77

3.35

Operating Profit

62.68

55.94

49.02

52.53

54.08

Interest

24.24

18.85

23.55

18.93

27.53

Net Profit

20.11

19.04

11.63

11.76

6.49

Equity

41.84

41.84

41.84

41.84

38.57

0.15

Others

50.24

Total

100.01

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

On a TTM basis, HSCL’s topline decreased 2.35 per cent to Rs 1203 crore on YoY basis at the end of December 2016. The company’s EBITDA more than doubled to Rs 207 crore. It posted net profit of Rs 62.54 crore at the end of December 2016, as against net loss of Rs 39 crore in previous year.

305.51

DSIJ.in

Recommendations

Equity

GREAVES COTTON

G

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

CMP - `167

BSE CODE 501455

Volume 34347

reaves Cotton is among the largest manufacturers of single-cylinder (diesel and gasoline engines) and dual-cylinder engines, which are used in auto rickshaws and small commercial vehicles. On the financial front, the company’s topline increased 0.91 per cent to Rs 1819 crore in FY17 as compared to the previous financial year. Its EBITDA declined 8.99 per cent to Rs 243 crore in FY17 on a yearly basis. Greaves Cotton’s bottomline reduced 9.91 per cent to Rs 181 crore in FY17 as compared to the previous fiscal. Despite a challenging market scenario and macro-economic changes, the company managed to grow its PAT for the last quarter and maintain revenues over the last financial year. This has been possible due to strategic initiatives like launching new range of solutions, enhancing service quality and higher operational efficiency. We recommend BUY, with a price target of Rs 188 and a stop loss of Rs 156.

Peak Likely After Gain Reco* (%)

Issue No 10 ,April 17- 30,2017 Bombay Dyeing & Manufacturing Co. Kansai Nerolac Paints

80.00 388.00

92.50 409.00

Volume 15,42,975

Scrip’s Movement

Days

5.41

336.00

382.00

13.69

Edelweiss Financial Services

179.00

179.75

0.42

*Highest price after our recommendations (Closing price as of May 8, 2017)

14

Last Seven Days’ Volume Table (No. of Shares) 27-04-2017 28-04-2017 02-05-2017 03-05-2017 04-05-2017 05-05-2017 08-05-2017

DCM Shriram

Last Seven Days’ Volume Table (No. of Shares)

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

Days

27-04-2017 28-04-2017 02-05-2017 03-05-2017 04-05-2017 05-05-2017 08-05-2017

Volume

39,841 46,036 30,469 34,124 1,86,854 79,255 34,347

CMP - `25.70

BSE CODE 532218

15.63

Issue No 11 , May 1 -14 ,2017

Scrip’s Movement

SOUTH INDIAN BANK

Hot Chips of Last One Month Reco. Price (`)

Face Value `2

Volume

43,81,329 56,13,008 30,73,123 18,84,512 20,46,391 54,85,476 15,42,975

S

Face Value `1

outh Indian Bank operates in four segments viz. treasury, corporate/ wholesale banking, retail banking and other banking operations. The bank has a network of approximately 830 branches, about 40 extension counters and around 1,290 automated teller machines (ATMs) in India. On the financial front, South Indian Banks’s total income increased 8.46 per cent to Rs 4954 crore in 9MFY17 as compared to the same period in the previous financial year. The bank’s operating profit before provisions and contingencies rose 42.13 per cent to Rs 934 crore in 9MFY17 on a yearly basis. Its net profit also boosted 21.77 per cent to Rs 317 crore in 9MFY17 on a yearly basis. From stressed assets point of view, South Indian Bank’s gross NPAs stood at 3.98 per cent and net NPAs stood at 2.52 per cent in Q3FY17. On strong financial front, we recommend BUY with a price target of Rs 29 and a stop DS loss of Rs 23. DSIJ.in

Equity

Technicals NIFTY Index Chart Analysis

Nifty long-term view remains positive: breakout above 9415 can lead to 9590

I

ndian benchmark indices witnessed consolidation for consecutive two weeks in a row with lack of major corporate earnings during the period. Markets also followed investors’ cautiousness ahead of prevailing geopolitical tensions and Fed’s rate policy announcement, which remained unchanged. Markets also discounted the manufacturing and services PMI that remained unchanged at 52.5 and dropped marginally at 50.2 respectively. We have metal, pharma, infra and FMCG sector results to be released and sector specific policies which would direct the markets going forward. The FIIs have turned net

sellers in the month of May with negative equity net investment of Rs 1928 crores. Markets seemed to have halted after a big revival from April 24-26, 2017. Considering the weekly time frame, Nifty is trailing at its all-time high levels with relatively lower volume. The trend remains positive unless 9020-8980 level is broken on closing basis. The 14-period RSI is prevailing at 69-70 levels which has

16

Roadmap for the next 15 trading sessions Ideas

Nifty Levels

Resistance for the medium term

9367-9377

Support for the medium term

9272-9225

been depicting over-bought one, but does not give clear indication of a sell for now. In case Nifty corrects below 9075 followed by 8090, it can test 8090 in medium term. However, a bounce back from here and a breakout above 9415 levels can pull Nifty towards 9590 mark. On the daily time frame, Nifty after registering high of 9367 during April end

and thereafter the index witnessed consolidation to downward movement with negative closing on intraday basis on almost all trading sessions. However, Nifty scaled above level of 9367 to hit fresh all time high of 9377 but it could not sustain the levels on closing basis. Currently, Nifty is seen consolidating with diminishing volumes. Hence, if Nifty breaks out and manage to close above levels of 9367-9377 we may scale

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

Action to be Initiated

Close above 9367-9377 on the weekly chart would give further momentum to the bulls. Close below 9272-9225 on the Daily chart would change the trend and trigger a retreat.

Probable Targets

9415-9590 9090-9020

up to levels of 9415, which is the upper band level of 20-days Bollinger. In case markets retreat, we hold 9270-9240 as the immediate supports. Our long-term view is positive and Nifty is likely to maintain uptrend with small corrections in between. On immediate basis if Nifty corrects we hold the 9261 followed by 9226 and 9190 as the next

supports for the Nifty which are the retracement levels of the prior upward rally. Current week’s movement if not range bound would be the deciding factor for the directionless markets. Traders are suggested to remain cautious and play stock specific ahead of the corporate earnings as the frontline results may direct Nifty during particular trading sessions.

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STOCK RECOMMENDATIONS

RPG LIFE SCIENCES ................... BUY ............................. CMP `378 BSE Code : 532983

Target 1 ..... `430 | Target 2 ..... `465 | Stoploss....`350 (CLS) The stock of RPG Life Sciences is currently trading at Rs 378. Its 52-week high/low stands at Rs 536.20 / Rs 221 which were clocked on January 5, 2017 and June 24, 2016. The stock has witnessed a strong bull run around the level of Rs 44-45 and went to register high of Rs 536.2 in the month of January, 2017. However, the stock failed to sustain at higher levels and entered into a corrective phase. At present, the stock is trading around crucial support levels as defined by the horizontal trend line. Additionally, it coincides with the 50 per cent retracement level of uptrend from low of Rs 221 to high of Rs 536.2. On the daily time frame, 14-period RSI is in oversold region, hence a bounce back is likely. We advise traders to initiate a long position in this stock at Rs 372-377 with a price target of Rs 430-465, strict stop loss should be maintained at Rs 350.

TATA COFFEE .......................... BUY ......................... CMP `133 BSE Code : 532301

Target 1 ..... `150 |

Target 2 ..... `157 | Stoploss....`123(CLS) The stock of Tata Coffee is currently trading at Rs 133. Its 52-week high and low stands at Rs 150.05/ Rs 85.4 and had been made on October 20, 2016 and May 24, 2016. Considering the daily time frame, the stock has just given a multiple resistance breakout at Rs 131.5-132 levels and also an ascending triangle pattern breakout with reasonably higher volumes. This breakout has appeared after a reversal subsequent to taking support at its 50-days EMA at around 125 level. It’s the third consecutive positive trading session for the stock and continuation would be confirmed on its breaking Rs 133.1-135.5 on a closing basis. The stock may also correct up to the trendline level of Rs 132 and reverse for another upward rally. Hence, we advise traders to initiate a long position in the stock at a DS range of Rs 133.9-131.5 for a target of Rs 150 followed by Rs 157 and a stop loss of Rs 123. (Closing price as of May 09, 2017)

*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 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

MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

17

Equity

Analysis

BANK ON THE FAVOURITE OF INDIA'S RETAIL INVESTORS

R

etail investors might be having a reason or two to feel stressed at this time when markets are at their all-time high, especially when it comes to the banking stocks. So the stigma continues in terms of taking a final call--whether to buy or not at this level. In DSIJ, we will say the decision has to be taken on the basis of individuality of a stock--Indian Bank, a PSU one is one such case which still can be bought even though it is very near to its historical peak. If we take a look at the banking sector, the sector is ripe for growth and could well be one of the fastest growing sectors in India for FY18. With several reforms in place for the banking industry, the very problems pertaining to the NPAs that scared investors away from investing into banks should become the very reason for investors to look at banks seriously again as the NPA problem may well be resolved in coming three to four years. The main basis for investing in

18

stocks like Indian Bank even at this level is the buoyancy of Indian economy still prevailing--but, if the growth numbers in near future depress us, NPA menace will haunt back and the sector may fail to deliver as per projections and expectations of a retail investors. So, this remains the key risk while investing in this stock as we consider both the pros and cons. In spite of the challenging macro environment some of the banks (mostly PSUs) have generated returns in excess of 100% over last one year period. Banks

Indian Bank Vijaya Bank Federal Bank Laxmi Vilas Bank Bank of India Dhanlaxmi Bank Punjab National Bank Oriental Bank of Commerce DCB Bank Canara Bank

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

Returns (1 Yr) (%)

266 167 130 126 124 121 120 115 114 111

Returns over Sensex (%)

INDIAN BANK Set up in 1907, Indian Bank is a mediumsize public sector bank. The bank is amongst the oldest commercial banks with GoI having a stake of 82.1%. The other significant owners in the bank are Life Insurance Corporation of India (3.1%) , HSBC Global Investment Funds – Indian Equity (1.9%) and HDFC Trustee Company Ltd – A/C HDFC Mid-cap opportunities fund (1.9%). The bank has bigger presence in southern Indian states with approximately 60% of its branches in operation in that region. Indian Bank

246 147 110 106 104 101 100 95 94 91

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boosts of a network of 2,584 branches and 2,958 ATMs in India and also has three foreign branches in Singapore, Colombo and Jaffna. The bank has been able to create successfully a niche for itself in an already crowded market and envisages to position itself as a “Mid-Size Bank' with focus on retail & mid-corporate segment in the medium to long-term period. PERFORMANCE HIGHLIGHTS Indian Bank has been delivering an all-round performance. The performance has been impressive on the other income front and is led by higher core fee income as the service charges have been revised. The growth in the loan book for the consumer retail , agri and SME portfolio has been robust. The CASA ratio surged by 571bps YoY led by 23.2% & 1.5% YoY growth in CAs & SAs, respectively. While maintaining the steady growth rates, the bank ensured that the NPAs are not piled up.

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Lower fresh slippages helped the bank to contain net GNPA accretion and higher provisioning along with write-offs helped the Bank to contain growth in net NPA MANAGEMENT OUTLOOK

Loan Book Analysis (` mn)

Agriculture SME/MSME Corp & Other Retail Overseas

QoQ%

2.1 23.2 (-1.2) 63.1 (-8.6)

YoY %

7.8 13.5 (-10.5) 90 2

Indian Bank is expected to see a 12-13% growth in its loan book which is healthy and almost 10-11% growth in deposits. The growth in loan books is expected to come from Retail, SME and Agriculture segment for FY18.

The bank continues to impress with its operational performance with NIMs improving by 32 bps YoY and 18 bps QoQ to 2.7% led by 32bps QoQ decline in cost of fund to 4.86%. As we can see in the table below the majority of the growth in loan book has been derived from the retail segment and the SME segment.

The management of Indian Bank expects the NIMs to reach 3% in FY18. With improvement in asset quality expected the bank remains an attractive investment option. The management expects the gross

MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

19

Equity

Analysis Payal Pandya, Research Analyst, Centrum Wealth

The NPA Cycle Does Not Seem To Have Peaked Out Completely Are PSU banks good investment bets at the current juncture? The Nifty PSU Bank Index has grown 25.7% YTD as on 5 May’17. While it had corrected immediately post demonetisation to 2910 level on 26 Dec’16, the index saw an increase of ~29% since then. Apart from higher liquidity, sudden spike in CASA ratios and strong belief in government reforms for overall growth, this increase in stock prices was also based on two major expectations – 1) that the worst is over on the NPA front and 2) An expected recovery in advances growth once the impact of demonetisation eases. It must be noted that the NPAs in the banking system especially for PSU Banks, at an average of ~12.5% as on 31 Dec’16, are exceedingly high and that it would take nothing less than 6-8 quarters for this situation to get back to normal levels of sub 5% for PSUs. However, the incremental slippages are steadily reducing and the rate of loan recovery is likely to improve on the back of normal monsoon, improving execution of infra projects, better demand for MSMEs and the overall economic growth. With this it may be an appropriate time to enter into some of the Shareholding Pattern

Promoter Mutual Funds Insurance Companies FIIs Others Total YTD

Indian Bank 57.55 BSE Midcap 23.68 BSE Bankex 24.5 * Annualised rise

1 Month

23.85 4.87 5.07

DEC 16

Mar 17

82.1 4.9 3.3 5.6 4.1 100

82.1 5.1 3.3 4.3 5.2 100

1 Year

264 36.1 39.59

3 Years*

39.71 26.38 20.64

NPA to come down to 5% from 7.5% and net NPAs are expected to come down to 3% from current 4.4%. levels. The fresh slippages in coming quarters are expected to be lower than the improvement in upgrade and recovery. If this were to happen in coming quarters the overall NPAs may come down from current levels. CONCLUSION Indian Bank's focused strategy of catering to retail segment and MSME segment is proving beneficial to it. Its focus on balance sheet consolidation and core operating parameters can be

20

good quality PSU Banks that are available at lower valuations. Various initiatives have been taken by current govt to tackle the PSU's NPA problem and has NPA cycle peaked out? The NPA cycle does not seem to have peaked out completely as yet but could be close. While most of the bad assets and/or stressed accounts have been reported and largely provided for – once post the AQR, then by banks & NBFCs willing to clean up their books and most recently by RBI’s divergence report wherein it directly put a check on the banks’ asset books. Furthermore, the government has designed a new framework for dealing with the Rs6 lakh crore worth of NPAs in the Indian Banking System, including an ordinance to amend the ‘Banking Regulations Act’ and give RBI a larger power to dig into the banks’ asset book and fetch out NPAs. With this measure, there is a likelihood of few more large or small accounts to slip into the NPAs, which otherwise were reported either as stressed accounts or as standard assets as they made some part payment on regular basis.

Indian Bank BSE Code : 532814 Particulars

Net Sales % Change Operating Profit

CMP (`) 354 Amonut (` Crore)

16039.75 -1.26% 4000.71

% Change

32.47%

Net Profit

1405.68

% Change

101.01%

Equity

480.29

EPS (`)

29.28

FV (`)

10.00

P/E (x)

10.93

Dividend Yield (%) Book Value (`) (Trailing Four Quarter Data)

0.47 306.76 Cmp As On 08 May 2017

expected to lead the bank to further deliver stable and improved earnings. The macro environment looks to be stable as of now and the challenging environment seems to be subsiding for the banks in general with several steps being taken by the government to resolve the problem of non-performing assets. More power with banks to deal with the

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

NPA issue is a welcome sign for the banks in general. Indian Bank is well capitalised and it will soon be planning for a follow on public offer (FPO) to reduce the GoI shareholding to 75% from 82%. The loan growth can be expected to be steady and any improvement in the loan growth can improve the operating leverage for the bank. With improvement in the efficiency and clarity in the growth strategy, the bank remains a topperformer in the PSU banking space. The risk however remains if the credit growth slows down from its current levels and if there are any material changes in the asset quality front. Owing to the growing competition in the retail and MSME segment, Indian Bank may face some headwinds to credit off take. Having said that, with superior operating performance and manageable NPAs the stock is a 'BUY' with a long term view. DS (Researched & analysed by Yogesh Supekar)

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MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

21

Databank

Updated as on May 05, 2017

Key To

Subscribers can access the complete databank consisting of more than 3500 companies on our website www.DSIJ.in

Databank Updated Information

DSIJ.in

1.6 1612 9313.6 320.6 1612N 25910.5 5.8 1612 1988.1 143.9 1612N 5500.3

1 1054.4 4 400.2

26.6 1612

-21 -14 -54 16

Trailing P/E Ratio

Entprise Value (` Cr)

(05/05/17)

15 137/62 318 14.6 1170/790 39932 22.6 670/332 13815 8.1 122/55 7964 14.2

41647 12661

185.65 65.50

40 204/84 69966 29.5 80/40 7727 20.8

108 72.67

0.00

0.8

196

485.00

565/100

17.7 5.0 26.4 0.2

4021 280 346 177

885.40 875.00 89.60 422.00

28 910/411 3957 27.9 905/497 278 43.1 128/71 335 33.3 422/128 212 -

17.29 21.7 25.10 80.4 55.15 100.3 0.85 21.1 9.13 11.4 3.96 8.7 30.98 106.3

968 83631 67150 168 2287 485 23408

32

9.5

41.2 1612 544.8 10.6 1612 275.8 0.7 1612 54.1 8.7 -

38.8 1612N 2014.5 5.2 1612N 773.7 0.2 1612N 269.4 -

30 14 6 -

114.5 3.4 11.7 -

-9 -24 480 -

43.94 26.32 61.00 68.41

0 30.59 0 0.00 0 1.59 0 0.00 0 0 0 0 0 0 0

30.6 29.7 39.4 32.4 5.5 22.4

1612 1612 1612 1612 1612 1612 1703

134.8 12.3 1612N 371.3 5066.9 924.6 1612N 16869.4 6364.6 772.0 1612N 21559.8 19.6 -4.8 1612N 55.1 3.1 1.0 1612N 5.4 27.7 -0.2 1612N 80.2 2844.5 126.8 -

-7 31.1 -2 3025.7 3 2659.4 22 -11.8 -25 11.3 -23 -6.6 12 -

-15 2 14 -732 -79 -510 -

52.69 49.30 34.63 44.81 50.99 93.73 57.39

23.3 9.2 10.6 18.1 19.6 15.0 14.0 13.5 9.0 20.9

1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1703 1612 1612

1328.3 457.2 111.2 278.8 111.3 223.5 2672.0 349.4 892.9 97.0 1975.7 292.7 235.4

14 379.3 -11 -1316.4 7 16.3 3 31.3 8 86.7 15 9 1300.7 0 -842.2 6 169.0 -6 4.9 11 -4 48.7 11 34.6

-1 -316 33 31 39 25 -267 11 -30 57 -8

52.06 0 28.58 52.39 0 9.59 53.50 0 1.17 71.03 0 13.51 67.88 0 4.71 74.38 0 0.10 70.48 0 19.93 46.85 50 2.80 82.50 0 13.52 69.75 0 0.00 45.99 0 33.38 74.98 0 13.72 63.58 0 21.97

3994.7 1507.5 328.1 795.7 385.6 7803.1 1189.6 2920.3 298.3 958.6 772.4

107.65 1116.40 533.55 117.50

0 48.57 319.8 0 17.15 78.9

3.3 1612N 253.5

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

151 40701 6061 7044

595 36.53 -30 74.57

88.4

112.3 -241.6 4.9 10.5 21.5 4.0 218.2 -132.7 47.2 0.2 164.8 11.4 9.1

No. of Shareholder (in’ 000)

Inst. Stake (%)

Pledged (%)

Prom. Stake (%)

75.00 10 0.08 8.4 85.88 0 8.05 59.5 50.99 0 13.15 111.4 60.25 33 8.05 146.5

52-Week High/Low

0 9.8 14 1218.9 1 353.6 26 389.1

NP Growth (%)

NP (` Cr)

Sales Growth (%)

1612 93.2 2.2 1612N 275.7 1612 4986.5 487.3 1612N 13732.3 1612 5478.1 142.4 1612N 16010.4 1612 1642.4 181.1 1612N 4565.5

MARKET RELATED DATA

CMP (`)

59.1 108.2 -

SHAREHOLDINGS

YEAR TO DATE

Market Cap (` Cr)

1 AIRLINES IND. COMPOSITE 1147 43006 3581 Global Vectra Helico 10 1603 14.0 1 357 12.9 9.2 - 131.0 InterGlobe Aviation 10 1603 364.6* 50 16140 1989.7 54.6 15.00 1.6 Jet Airways 10 1603 113.6 -293 21167 1173.6 103.3 - -2.8 Spicejet Ltd. 10 1603 599.5 -20 5088 407.2 6.8 - -0.8 2 ALUMINIUM IND. COMPOSITE 1191 41134 1338 Hindalco Indus. 1 1603 224.3* 165 34318 607.3 2.7 1.00 0.8 National Alumini 5 1603 966.5 65 6816 731.0 3.8 2.00 0.0 3 ALUMINIUM - OTHERS IND. COMPOSITE 4 273 7 Arfin India 10 1603 4.1 61 273 6.6 16.3 1.50 1.8 4 AQUACULTURE IND. COMPOSITE 55 3383 165 Avanti Feeds Lim 2 1603 9.1 83 2018 155.3 34.2 7.00 0.0 KSE 10 1603 3.2 224 925 7.6 23.7 20.00 0.1 Waterbase Ltd. 10 1603 38.6 26 319 0.7 0.2 - 0.1 Zeal Aqua 10 1603 4.2 52 121 1.9 4.5 - 1.8 5 AUTO - 2 & 3 WHEELERS IND. COMPOSITE 502 64462 7496 Atul Auto Ltd 5 1603 11.3* 68 531 47.4 20.9 5.25 0.0 Bajaj Auto Ltd. 10 1603 289.4 425 22688 3652.4 126.2 55.00 0.0 Hero MotoCorp 2 1603 39.9 398 28599 3132.4 156.9 72.00 0.0 Kinetic Engg. 10 1603 16.7 8 60 -1.2 -0.7 - 8.1 Maha. Scooters 10 1603 11.4 273 9 101.0 88.4 30.00 0.0 Scooters India 10 1603 85.4 12 139 5.5 0.6 - 0.3 *TVS Motor Co. Ltd. 1 U1703 47.5 53 12435 558.1 11.7 2.50 0.4 6 AUTO - ANCILLARIES IND. COMPOSITE 1444 75943 4158 Amara Raja Batt. 1 1603 17.1 123 4691 489.4 28.7 4.25 0.0 Amtek Auto Ltd. 2 1603 49.7 179 1485 -660.8 -53.2 - 1.8 AutoCorpn of Goa 10 1603 6.4 280 417 16.5 25.7 15.00 0.0 Automotive Axles 10 1603 15.1 217 1086 34.8 23.0 5.50 0.1 Banco Products 2 1603 14.3 63 493 82.1 11.5 4.60 0.0 *Bharat Seats 2 U1703 6.3 20 825 12.2 3.9 0.90 1.1 Bosch Ltd. 10 1603 30.5 2716 10613 1245.9 408.2 85.00 0.0 Castex Technologies 2 1603 75.6 74 1000 -613.5 -32.5 - 1.7 Endurance Technologi 10 1603 140.7 104 3674 205.6 14.6 7.38 0.1 Enkei Wheels (India) 5 1603 7.4 18 385 -5.5 -3.7 - 3.0 Exide Inds. 1 U1703 85.0 60 7642 693.6 8.2 2.40 0.0 Federal-Mogul Goetze 10 1603 55.6 88 1328 44.0 7.9 - 0.4 FIEM Industries 10 1603 13.2 208 987 57.2 43.5 8.00 0.4

RONW (%)

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Data powered by: Dion Global Solutions Ltd., Bangalore. Tel:080 - 40467500. For more details visit www.dionglobal.com

Sales (` Cr)

    

Year / Months

 

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

NP (` Cr)

 

Sales (` Cr)

    

Face Value: Actual cost of the stock assigned by the security issuer and shown in the certificate. Year: First two digits shows Year while last two digits show month of calender, eg. 1103 shows March’2011 results. CEqt.: Current paid up capital of the company. B.V: Book Value Per Share: Equity capital plus reserves to the number of equity shares. Sales: Sales figures includes Excise duty. NP: Net Profit : Profit after tax but before investment allowance reserves. EPS: Earnings Per Share: Ratio of net profit less preference dividend to the number of equity shares (Annualised). Div (Rs.): Indicates the dividend per share. D/E Ratio : A measure of a company’s financial leverage calculated by dividing its total Debt by stockholders’ equity. RONW (%): Net Profit Divided by Total NetWorth. Latest Quarter: Indicates the recent quarterly filing of the company with the stock exchange. YearToDate : Latest Results (qtr,half or Nine) of the company. Sales Growth % : Indicates the % growth of sales on year-on-year basis. NP Growth % : Indicates the % growth of Net profit (NP) on year-on-yearbasis. Promoter Holding: Indicates the % of equity holding with the promoters of the company. Promoters pledged shares % :Indicates the % of shares Pledged by promoters. Institutional Holding: Indicates the % of equity holdings in the company held by Financial Institutions, Banks,Insurance companies,MF’s and FIIs.

Latest Qtr. Year

 

61.0 88.2 11.6 13.3 22.1 21.1 56.1 41.1 47.2 4.1 98.5 17.5 13.3

19 236 17.0

24 427.35 520/392 955 23.1 2890.15 3122/2366 82934 21.0 3362.60 3740/2829 67019 19.2 100.35 110/70 237 2001.05 2170/1213 2281 38.6 56.85 57/23 456 492.70 519/280 24133 41.9

14924 873.70 1077/821 14846 942 37.95 56/31 8914 419 652.85 752/444 420 1043 690.10 800/582 1071 1721 240.70 249/125 1650 272 86.50 94/36 324 71007 23265.30 25650/18005 69195 315 8.33 17/6 5093 11169 794.00 855/518 11308 348 233.75 247/125 418 20506 241.25 244/136 20535 3338 600.05 651/306 3486 1327 1008.70 1510/736 1433

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

23

46 30.6 20.4 24.7 16.2 22.3 39.6 50.3 29.6 54.2 24.6

Databank

Updated as on May 05, 2017

24

1603 1603 U1703

566 108921 10473 104.3 -5 1 -32.0 -1.5 - -0.1 310.5 350 40885 3167.5 51.0 12.00 0.1 151.0 1137 68035 7337.7 242.9 75.00 0.0

1603 1603 1612 U1703 1603 1603 1603

178 11.6 3.8 16.6 5.6* 19.4 52.7 68.0

6980 110 180 369 144 873 1814 9 123 31 659 298 2998 77 1062

1603 U1703 1603 1603 1603 1603 1603

810 18.1 14.6* 28.8 9.4 46.1 11.9 33.7

45 124 126 268 18 219 5

23911 288 375 707 613 688 31 200

54.63 0 70.65 0 66.35 0 74.97 0 56.58 0 66.38 0 74.99 0 47.88 9 58.56 0 61.95 0 71.73 100 47.53 0 55.64 0 73.53 0 70.20 0 67.94 0 63.10 8 74.80 0 65.01 0 56.24 0 61.92 0 63.88 0 37.26 0 57.79 0 66.49 0 51.13 0 50.10 0 66.87 0 63.53 60 70.12 0 74.96 0 74.79 0 - 0 52.32 0 58.76 20 40.00 0 74.99 0 49.53 0 65.54 0 47.36 0 56.62 0 55.29 0 50.49 0 70.27 39 74.99 0 74.99 0 73.65 10

100 -14.2 8 3230.5 34 -

0.4 0.0 0.0 0.2 0.6

13.1 42.0 12.1 15.0 1.0

1612N 13312.1 1612N 2231.4 1612N 997.6 1612N 30861.8

3 771.1 370 4 125.0 18 54.0 3 -1651.0

7.3 1.20 -0.2 85.8 15.00

0.2 0.4 0.0

4.8 1612 1092.9 - 1612 4.0 17.6 1612 144.6

22.7 1612N 3123.7 -70.4 1612N 18.3 13.4 1612N 497.4

17 101.0 -50 -134.2 6 51.0

38 42.97 -83 93.68 -7 53.98

619 5.5 4.7 2.00 5.2 13.5 7.50 194.5 117.0 12.00 19.2 3.4 1.00 46.0 4.7 1.40 257.1 39.0 15.00 91.9 13.5 1.00

0.3 0.0 0.0 0.2 0.7 0.0 0.0

4.3 3.6 13.4 37.0 15.3 16.4 17.6

1612 1612 1703 1703 1612 1612 1612

47.4 31.5 461.2 31.8 165.7 664.5 231.0

2.3 -2.2 57.5 5.8 7.6 65.3 13.3

1612N 1612N 1703Q 1612N 1612N 1612N

136.8 106.3 461.2 520.0 1977.7 795.7

8 1 10 12 7 224 1

7.0 1.7 57.5 38.1 186.0 71.5

204 -46 35 12 300 11

0.50 0.4 3.00 0.0 - 0.6 - 0.2 - 3.0 - 0.0 - 12.2

17.7 24.3 3.4 11.7 11.4

1612 1703 1612 1612 1612 1612 1612

85.2 101.0 220.3 197.6 121.8 4.4 39.9

4.9 10.3 2.1 9.4 -18.9 -0.2 -1.5

1612N 1612N 1612N 1612N 1612N 1612N

228.4 578.5 687.1 389.1 18.1 108.9

6 2 12 40 -26 -19 -33

12.8 8.4 27.1 -72.5 0.9 -7.6

29 3 19 -151 200 -147

139 89.4 -24.7 74.1

1433 14.3 7.9 43.9 30.0 12.5 4.4 29.3 31.3 -65.7 -14.2 -1.1 -0.9 3.2 0.9

1612 4430.9 185.9 1703 1884.4 411.6 1612 629.1 23.3 1612 229.8 3.1 1612 10219.9 -1045.9

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

16.77 63.8 14.50 17.6 8.72 7.0 0.03 14.2 1.09 8.2 0.43 8.8 0.00 6.6 8.44 31.9 3.36 13.2 0.38 14.9 15.96 16.4 14.76 17.0 19.43 8.5 3.50 18.5 8.36 17.5 14.55 14.8 26.59 101.2 0.12 20.0 2.84 14.6 0.08 10.8 0.89 23.4 16.65 40.3 3.86 44.7 0.10 7.7 9.84 10.2 1.38 6.3 5.93 51.0 0.03 9.3 2.00 15.6 5.07 16.5 0.36 3.7 0.10 16.0 0.00 1.24 49.8 0.73 13.1 6.24 54.8 15.54 16.3 19.68 41.7 0.62 9.0 15.65 15.3 2.29 17.8 0.14 5.3 4.17 5.7 0.22 18.8 11.21 27.1 7.90 7.0 1.45 10.6

44.29 50.57 61.05 43.96 34.72

Trailing P/E Ratio

Entprise Value (` Cr)

52-Week High/Low

CMP (`)

1789 124.55 130/85 1761 22.2 457 212.80 276/171 564 15.4 553 712.20 790/480 553 20.2 953 1934.80CB 2408/920 953 17.6 262 142.90 197/101 336 743 656.85 728/375 732 23.4 511 877.00 965/608 521 68.1 1881 236.05 250/140 1885 19.3 1285 593.75 645/138 1379 23.9 1121 274.85 327/118 1326 28.9 478 9.49 31/9 605 993 632.70 729/419 1098 16.5 688 505.00 557/300 699 58.9 1349 1443.40 1562/435 1441 30.1 2321 110.90 144/86 2330 42.3 4157 481.05 507/198 4239 42.9 55468 395.20 410/248 55787 70.2 491 98.15 118/76 541 16.9 800 200.05 256/158 798 13.2 178 83.00 103/57 232 49.7 487 173.65 191/102 525 150.0 1273 134.25 188/126 1087 23.3 785 82.85 115/77 784 16.8 489 464.85 568/271 721 30.4 786 992.65 1399/362 805 19.9 425 632.55 807/445 540 809 59.80 75/34 980 20.0 222 226.40 256/127 239 13.0 546 40.90 55/30 751 22.5 1043 127.60 143/90 985 46.3 1100 1850.00 2170/795 1168 24.5 579 57.85 64/37 851 2687 1201.00 2973/385 2754 23.6 1641 82.55 90/44 1843 52.7 1382 889.75 953/379 1858 20.1 1496 249.35 264/78 1786 102.0 8664 4282.30 4850/1925 8941 82.1 8504 404.70 427/157 9046 28.0 165 419.40 569/235 204 49.2 3048 232.10 246/141 3227 51.9 199 161.30 175/100 300 19.6 617 328.60 400/236 643 32.4 155 1569.70 1820/891 209 20.2 458 207.05 242/103 594 17.5 11199 5904.50 6542/4760 10986 50.6 1589 1320.40 1417/900 1920 27.5 1203 1325.60 1815/1135 1234 26.2

40 32.33 18 5.87 128.5 199 24 26.68 5 57.49 185.9 82031 - 56.20 0 36.80 175.1 200827 45 18 56 -259

(21/04/17)

MARKET RELATED DATA Market Cap (` Cr)

No. of Shareholder (in’ 000)

Inst. Stake (%)

10 17 74 -231 33 18 57 79 352 7 -66 28 24 31 16 65 -1 -132 13 -0 1462 20 82 1077 61 9 -49 41 -135 34 71 18 -58 68 131 22 31 -12 14 57 11 78 3

Pledged (%)

NP Growth (%)

59.5 14.6 35.3 -3.2 26.3 5.9 69.5 32.0 4.2 44.6 4.0 34.5 44.4 74.6 554.6 22.7 46.9 -1.0 16.4 45.2 40.3 12.0 30.3 57.5 35.2 14.8 8.0 36.5 -5.5 82.5 14.7 50.3 6.8 227.8 0.7 48.6 8.4 15.6 5.9 22.2 163.9 40.9 33.0

Prom. Stake (%)

NP (` Cr)

Sales Growth (%)

Year / Months

6 3 12 27 54 7 48 2 8 20 -8 6 -7 -2 9 14 20 -3 -2 2 9 -1 963 17 9 3 8 3 2 8 11 10 4 6 9 20 -2 13 2 8 7 0 14 19 28 9 8

NP (` Cr)

373.7 18.8 1612N 1138.0 126.3 6.1 84.5 6.5 1612N 250.3 51.6 12.1 1612N 147.3 47.8 -2.8 1612N 128.1 87.4 9.5 1612N 268.1 5.2 1.5 1612N 18.7 245.8 21.6 1612N 786.3 483.7 20.8 172.1 8.8 1612N 510.0 77.1 1.4 1612N 228.1 284.0 13.9 1612N 858.3 106.1 -1.8 1612N 393.8 300.5 13.0 1612N 913.8 191.9 17.6 1612N 571.1 400.2 19.0 1612N 1239.8 1566.3 213.0 1612N 4573.9 188.2 6.3 1612N 633.9 328.0 14.3 1612N 1102.7 253.6 -2.8 1612N 786.3 58.4 5.4 1612N 173.9 103.3 13.7 1612N 328.1 304.3 8.5 1612N 993.6 244.7 2.7 1612N 729.7 119.5 10.0 1612N 354.0 81.1 -1.8 1612N 264.1 219.3 7.6 1612N 718.0 56.1 4.6 1612N 186.6 120.3 3.2 1612N 336.5 50.2 6.2 250.4 12.0 1612N 754.7 107.1 -7.6 1612N 345.6 329.5 22.8 1612N 1065.5 286.9 5.5 1612N 836.6 335.2 13.7 1612N 951.5 372.9 3.3 1612N 1134.8 358.7 38.4 709.3 75.3 1612N 2160.5 50.3 -0.8 1612N 172.4 153.7 13.4 1612N 466.7 79.3 3.4 1612N 244.7 94.2 3.3 1612N 336.7 46.4 1.5 1612N 142.3 147.8 6.0 1612N 435.4 534.5 42.8 1612N 1628.9 536.5 13.2 1612N 1616.1 94.5 10.4 1612N 295.3

Sales (` Cr)

Sales (` Cr)

1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

SHAREHOLDINGS

YEAR TO DATE

- 1612 0.5 -3.8 1612N 1.0 14.6 1612 11010.3 1112.3 1612N 32660.2 21.4 1703 18333.4 1709.0 -

1019 72453 2747 1603 284.6 16 18822 721.8 2.5 0.95 U1703 27.2 1364 7038 1560.0 573.3 1603 13.2 1124 3060 179.4 136.2 10.00 1603 14.5 235 1164 51.2 35.4 8.00 1603 679.2* 66 42370 234.2 0.7 0.50 1335 4164 1603 122.6 150 3472 1603 1204.1 3 45 1603 8.6 486 647

19.8 17.0 36.8 6.7 0.1 10.6 4.2 29.4 18.2 12.4 2.9 14.5 14.3 18.3 13.4 18.2 29.1 9.2 13.5 3.6 0.8 10.8 15.8 9.2 18.7 5.9 17.0 15.1 7.3 14.8 9.8 13.4 9.1 13.3 7.2 19.7 20.8 0.4 12.1 6.4 10.8 12.2 5.6 19.4 9.8 16.1

Latest Qtr. Year

0.0 0.8 0.0 0.0 1.9 0.0 0.1 0.0 0.4 1.1 0.8 0.3 0.1 0.5 0.2 0.2 0.1 0.2 0.0 0.4 0.2 0.3 0.0 1.6 0.2 1.1 0.4 0.2 1.1 0.0 0.5 1.4 0.2 0.8 1.3 0.9 0.6 0.5 0.6 0.4 0.8 0.2 0.9 0.4 0.0 0.8 0.1

RONW (%)

75.2 5.2 1.20 29.6 13.8 25.3 32.6 6.00 39.1 79.4 1.00 0.1 0.1 25.3 22.4 9.00 6.6 11.4 72.3 9.1 2.75 53.8 24.8 2.50 24.6 6.0 1.75 4.9 0.1 57.5 36.6 6.00 19.6 14.3 4.70 37.4 40.0 12.00 46.5 2.2 0.50 79.4 9.2 1.40 711.9 5.1 2.50 20.1 4.0 1.40 61.2 15.3 4.00 7.9 3.7 1.00 1.4 0.5 54.9 5.8 1.00 8.9 0.9 14.1 13.4 4.50 25.8 32.5 10.00 -12.5 -18.7 27.1 2.0 0.60 15.7 16.0 33.4 2.5 0.80 22.5 2.8 0.75 34.2 57.6 12.50 19.2 1.9 0.40 92.7 41.4 4.00 25.0 1.3 0.50 61.2 39.4 1.50 24.0 4.0 0.80 105.6 52.2 31.50 211.2 10.0 2.15 0.3 0.7 50.0 3.8 1.05 8.2 6.6 1.50 21.2 11.3 3.00 7.0 70.4 12.00 18.1 8.2 3.50 204.6 107.9 6.00 40.0 33.2 9.00 45.1 49.7 12.50

EPS (`)

DERatio

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

1603 14.4 26 1438 U1703 21.5 81 513 1603 7.8 89 308 1603 4.9 1194 184 1603 18.3* 53 118 1603 11.3 208 340 1603 5.8 270 18 1603 39.8 31 1092 U1703 10.8 137 1527 1603 20.4 49 567 1603 50.4 3 336 1603 15.7 252 1090 1603 13.6 100 562 1603 9.3 210 1255 1603 41.9 17 705 1603 17.3 51 1469 1603 140.4* 17 5312 1603 10.0 44 885 1603 8.0 113 1502 1603 21.4 103 1027 1603 28.0 63 218 1603 94.8 54 438 1603 9.5 6 122 1603 10.5 145 861 1603 7.9 174 448 1603 6.7 153 350 1603 13.5 34 908 1603 9.8 92 245 1603 26.7 14 505 U1703 8.2 38 184 1603 5.9 388 927 1603 20.0 20 424 1603 22.4 304 1393 1603 19.9* 14 1077 1603 15.5 296 1182 1603 12.0 56 1307 U1703 10.1 265 1395 1603 21.0 48 2607 1603 3.9 178 228 1603 13.1 32 588 1603 12.3 103 310 1603 18.8 88 450 1603 1.0 577 165 1603 22.1 147 503 1603 9.5 556 1838 1603 12.0 339 2016 1603 9.1 308 381

LATEST QTR.

Div (`)

Gabriel India 1 *GNA Axles 10 Harita Seating Syst. 10 Hind. Composites 10 I P Rings Ltd. 10 India Nippon Ele 10 IST Ltd. 10 Jamna Auto Inds. 5 Jay Bharat Marut 5 JBM Auto 5 JMT Auto Ltd. 1 LG Balakrishnan&Bros 10 Lumax Auto Technolog 10 Lumax Inds. 10 Minda Corporation 2 Minda Industries 2 MothersonSumiSystems 1 Munjal Auto Industr. 2 Munjal Showa Ltd 2 Omax Auto 10 Phoenix Lamps 10 Precision Camshafts 10 Pricol L 1 Rane (Madras) 10 Rane Brake Lining Lt 10 Rane Engine Valve Lt 10 Rico Auto Inds. 1 Samkrg Pistons & Rin 10 Setco Automotive 2 *Shanthi Gears 1 Sharda Motor Ind 10 Shivam Autotech Ltd. 2 Shriram Pistons 10 Sona Koyo Steer. 1 Steel Strips Wheels 10 Subros Ltd. 2 *Sundaram Clayton 5 Sundaram Fasten. 1 SundaramBrakeLining 10 Suprajit Enginee 1 Talbros Auto. 10 The Hi-Tech Gears 10 Triton Valves 10 Ucal Fuel System 10 WABCO India 5 Wheels India Ltd. 10 ZF Steering Gear 10 7 AUTO - CARS & JEEPS IND. COMPOSITE Hind. Motor 5 Mahi. & Mahi 5 *Maruti Suzuki India 5 8 AUTO - LCVS/HCVS IND. COMPOSITE Ashok Leyland 1 *Eicher Motors 10 Force Motors 10 SML Isuzu Ltd. 10 Tata Motors Ltd. 2 9 AUTO - TRACTORS IND. COMPOSITE Escorts Ltd. 10 HMT Ltd. 10 VST Tillers Tr 10 10 BEARINGS IND. COMPOSITE ABC Bearings Ltd. 10 Bimetal Bear. 10 Fag Bearings Ind 10 Menon Bearings L 1 NRB Bearings Lim 2 SKF India 10 Timken India Ltd 10 11 BEVERAGES IND. COMPOSITE Asso. Alcohols 10 G M Breweries Ltd. 10 Globus Spirits Ltd. 10 IFB Agro Indus 10 Jagatjit Ind. 10 Jubilant Industries 10 Khoday India 10

Year / Months

Company Name

Face Value

AUDITED ANNUAL

27 9.53 13/5 208 1320.75 1509/1142 81577 21.4 6648.15 6730/3790 200866 27.4

5 30.66 519.0 23663 83.15 112/74 24080 0 36.47 81.9 70304 25837.45 26700/18006 70282 0 8.40 46.2 5953 4518.05 4839/2801 5638 0 7.41 31.9 1909 1318.85 1434/891 1927 6 38.58 505.5 142541 419.75 599/376 156128

89 27.9 45.1 30.0 27.0 -

0 20.29 0 0.00 0 17.58

89.5 20.7 11.8

7261 5467 1719

55 592.35 596/163 7320 61.9 45.40 49/32 5563 1989.25 2035/1670 1691 24.4

38.75 0 2.01 74.87 0 0.00 51.32 0 32.29 74.67 11 0.00 54.66 9 33.78 53.58 0 32.69 75.02 0 11.08

7.4 7.2 10.3 9.8 11.3 24.6 52.3

198 152 8000 432 1127 8595 4929

38 171.30 200/113 238 19.5 396.60 450/301 146 41.1 4814.25 4998/3780 7359 38.2 77.15XB 93/46 439 22.5 116.30 141/103 1322 22.5 1629.85 1740/1170 7897 36.2 724.90 747/510 4900 49.8

58.44 74.43 56.85 64.98 74.72 68.54 100.00

0 0 0 0 0 0 0

0.70 1.39 0.24 1.39 0.01 0.08 0.00

6.9 14.6 15.2 7.3 3.8 18.7 0.0

210 116.10XB 647 442.45XB 190 66.10 412 439.45 267 57.95 359 301.40 199 59.00

178/58 720/403 116/58 497/327 84/55 418/146 74/54

236 613 393 441 510 360 360

DSIJ.in

37 12.2 14.7 14.9 12.2 -

DSIJ.in

CMP (`)

Entprise Value (` Cr)

Trailing P/E Ratio

1612 1612 1612 1612 1703 1612

323.3 212.9 1886.1 1569.8 660.9

4 25 6 18 -44 -4

13.0 13.8 240.4 48.2 43.7

-59 18 45 11 -23

27.84 0 1.27 59.9 42.59 0 10.60 8.1 37.32 0 26.25 39.3 41.19 74 14.17 8.1 54.47 0 18.39 118.0 43.59 0 13.07 10.2

14.9 1612N 215.4 17.5 1612N 1329.3

5 -8

44.1 44.7

0.1 1.4 0.0 0.7 0.8 0.8

7.5 21.6 16.9 15.5 17.3 21.0

76 53.0 22.9

51.5 6.6

8.50 2.50

0.2 1.7

18.5 1612 70.2 4.4 1612 485.5

Sales (` Cr)

1.00 2.50 1.00 1.25 6.00

Div (`)

2.1 11.3 16.3 5.1 3.5 65.3

EPS (`)

574 33.5 17.0 248.8 56.3 140.7 77.3

127.9 53.1 675.4 497.8 636.1 207.6

2.0 2.7 68.4 11.1 49.7 10.7

1612N 1612N 1612N 1612N 1612N

904 33.50 1656 212.90 168 131.90XB 321 92.55 316 172.25

26 63/27 3064 219/95 2088 19.0 158/108 180 123/65 625 11.3 182/91 354 22.5

368 314 7994 962 6142 826

22.60 208.80 522.70 86.95 154.15 696.60

31/13 260/118 571/270 252/57 162/74 767/511

14.9 33.6

965 1485

937.50 430.80

4 230.1 -33 61.65 0 4 - 70.99 0 -18 377.6 -29 45.74 0 -8 66.2 89 53.01 17 219 -84.0 15 53.25 0 -9 -357.0 -11398 68.78 14 -5 30.7 -22 56.40 0 15 16.6 9 69.90 0 -20 -466.2 -451 61.31 0 30 7.6 50 65.54 0 2 25.5 0 74.52 0 -13 5.0 -89 50.41 8 -10 0.7 287 45.79 44

33.31 16.5 0.00 4.5 34.94 103.4 8.89 57.2 24.25 9.3 2.13 39.3 15.81 8.5 11.49 55.8 3.10 23.6 0.00 4.7 0.13 14.3 23.00 8.0 0.00 4.1

14458 630 25563 1242 699 554 732 9194 233 193 539 1399 194

1532.90 514.10 1098.10 34.80 33.75 8.68 606.10 243.15 53.60 232.50 62.00 488.05 96.00

0 0 75 0 0 0 0 0 76 0 0 4 8 40 0 88 68 8 0 0 0 64 0 0 0 5 0 0

30.93 29.12 5.23 0.16 19.38 11.89 0.36 18.39 46.50 27.92 33.45 2.06 6.28 0.12 15.83 1.59 1.18 32.77 15.81 25.43 18.92 1.35 0.10 29.24 0.00 33.39 0.63 27.83

- 48.76 0 7.0 17 74.76 51 - 40.99 0 65.5 233 69.92 0 45.7 330 53.92 12 36.9 14650 74.98 71 30.8 99 41.21 0

8.50 0.20 4.32 5.73 4.39 5.16 3.84

815 587.7 62.3 18.00 0.1 24.8 20.2 - 1.0 701.1 30.1 7.50 0.4 59.0 1.7 0.50 1.0 -394.3 -12.7 - -2.3 -86.5 -1.4 - 1.8 50.1 41.5 6.00 0.7 49.5 1.3 - 0.0 -270.2 -124.1 - 2.9 7.4 8.9 3.00 0.3 31.9 3.7 0.80 0.3 54.9 19.1 2.00 1.7 0.1 0.1 - 1.5

29.1 14.1 19.3 2.3 17.9 1.4 37.7 10.4 11.6 0.2

1612 1703 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612

6079 602.4 32.1 17.00 0.0 970.1 4.9 2.80 0.0 -65.1 -3.0 - 19.3 18.8 7.4 - 1.1 157.4 20.4 6.00 0.3 45.6 65.1 5.00 0.3 -7.2 -0.8 - 0.1 38.6 1.7 - 0.9 137.8 4.5 1.00 0.7 101.5 14.5 4.00 1.5 6.3 0.5 0.25 1.3 22.2 28.5 2.70 0.1 42.9 3.3 1.00 0.8 19.9 24.8 - 1.6 -20.5 -7.7 0.50 0.7 53.1 14.5 2.00 0.5 236.3 41.5 4.00 0.8 -32.1 -1.6 - 1.3 8.4 0.2 - 1.7 31.3 0.9 1.00 0.4 49.8 24.4 5.00 0.3 43.8 6.3 1.00 0.1 -20.8 -1.1 - 0.4 454.9 174.1 24.00 0.1 -14.2 -1.0 - 0.6 558.3 23.3 3.00 0.6 12.0 0.4 - 10.2 2627.7 95.7 10.00 0.2

7.0 5.1 12.3 5.8 15.9 4.3 3.8 5.9 0.5 11.0 11.1 39.1 27.0 16.8 0.8 3.4 8.9 15.9 7.4 18.1 29.6 12.7

1703 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1703 1612 1612 1703 1612 1703 1612 1612 1703

3174.0 2562.4 86.4 83.1 739.0 130.5 107.5 404.5 1271.0 911.0 670.9 76.9 202.4 60.1 234.0 209.9 685.0 596.7 1139.8 26.7 122.4 113.3 4.0 1843.4 69.7 962.9 20.4 6595.3

211.5 246.5 -24.6 11.9 2.1 11.0 -6.8 -3.6 35.3 66.4 7.6 8.9 10.2 5.5 5.8 18.8 80.2 16.5 -47.0 0.6 1.8 -16.9 -7.3 235.4 3.9 151.9 0.7 688.3

1703Q 1703Q 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1703Q 1612N 1612N 1612N 1612N 1612N -

3174.0 2562.4 260.9 224.8 2413.1 408.1 342.1 1271.9 3791.1 2731.6 2103.7 174.7 588.6 164.6 649.9 562.8 2040.0 3597.4 26.7 379.0 367.4 6048.9 2954.7 54.1 -

8 211.5 5 246.5 106 -65.7 -3 35.3 0 154.8 -7 35.9 0 -26.1 2 39.2 8 141.7 6 168.2 12 61.1 5 17.6 5 20.7 34 11.3 4 33.2 20 40.0 11 271.7 21 -12 -52.6 564 0.6 -24 8.9 -4 9.1 -63 76 1034.6 165 11 514.8 -18 0.3 -0 -

0.7 6.6 10.6 9.5 6.7 0.2 7.0

1703 1612 1703 1612 1612 1612 1612

323.7 79.0 260.3 407.4 146.1 272.1 202.4

14.1 1.2 5.9 17.8 4.6 4.6 5.4

1612N 1612N 1612N 1612N 1612N

272.7 1305.8 530.2 750.0 712.1

-15 18 -5 104 1 186 -2

0.7 1.4 0.3 1.0 0.6 0.6 0.9

518.7 83.3 1612N 1457.9 189.7 8.5 943.7 128.6 1612N 2739.0 453.0 24.0 1612N 1313.0 160.8 -22.8 1612N 482.8 606.5 -139.2 1612N 1816.7 120.3 10.1 1612N 357.9 464.1 16.6 1703Q 464.1 255.7 -87.8 1612N 886.0 18.2 2.8 1612N 49.2 143.0 9.8 1612N 441.9 212.6 2.9 1612N 586.8 32.0 0.8 1612N 92.3

52-Week High/Low

Market Cap (` Cr)

22.6 24.4 0.4 12.7 7.6

(05/05/17)

No. of Shareholder (in’ 000)

11.40 100 73.72 46.59 0 22.96 62.46 0 0.00 61.83 0 2.51 58.19 0 7.16

Pledged (%)

60 238

17.0 3.4 13.1 10.1

Prom. Stake (%)

67.0 0.2 9.0

4.4 1.2 0.8 1.7 0.5

NP Growth (%)

-21 12 6 12

0.50 2.00

441.9 930.1 78.5 1292.8 178.9 271.3 3627.8 6583.1 -

NP (` Cr)

1703 192.3 -316.9 1612 716.2 27.2 1612N 1891.4 1612 10.6 0.0 1612N 26.8 1703 253.3 5.4 1612 24.5 3.2 1612N 87.2

-696 -794.7 -29.5 62.2 8.0 0.6 0.5 28.4 8.2 7.7 4.2

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N -

Sales Growth (%)

58.5 9.0 20.5 26.2 74.7 98.6 -

102.5 7.2 311.9 9.3 26.0 -8.5 415.2 19.7 44.2 1.7 107.2 -50.3 1025.0 48.5 2494.3 147.7 247.7 -68.8

Sales (` Cr)

683.60 776/493 3819 71.60XB 89/55 569 140.25 249/104 210 120.85 151/84 2304 119.60 208/109 402 12.82 19/12 973 776.60 976/690 20933 1895.65 2729/1775 31211 484.40 499/341 9831

1612 1612 1612 1612 1612 1612 1612 1612 1612

Year / Months

3911 316 188 1608 329 160 20534 27549 8836

8.3 27.2 8.5 10.6 14.0 35.0 8.7

NP (` Cr)

9.9 16.6 4.1 34.4 7.3 36.6 33.9 96.5 51.1

Latest Qtr. Year

44.14 0 51.57 32.82 0 1.38 75.00 0 0.78 40.46 4 31.66 22.97 0 0.00 54.96 64 0.27 73.87 19 20.36 58.47 3 27.51 73.65 0 11.61

RONW (%)

65 58 -221 3 -7 -3 -9 128 -

1.00 0.0 0.75 2.8 - -0.4 0.80 0.8 1.50 0.7 - 3.5 1.15 0.2 - 1.3 - 0.5

1.6 6.8 2.00 73.1 10.00 6.0 3.20 3.9 0.50 0.1 15.4 5.00

MARKET RELATED DATA

35 41.3 33 27.9 -52 -18.9 11 64.0 10 11.6 -4 -167.0 0 222.6 6 274.1 -

50.6 8.8 24.9 5.6 34.2 25.6 76.9 5.8 13.4 4.9 -266.0 -21.3 294.6 11.1 981.2 67.5 186.7 10.2

156 2.5 9.8 54.6 29.1 33.7 1.5 24.4

SHAREHOLDINGS

YEAR TO DATE

Inst. Stake (%)

LATEST QTR.

DERatio

Manpasand Beverage 10 1603 57.2 106 557 Pincon Spirit 10 1603 44.1* 21 946 Pioneer Distille 10 1603 13.4 -43 225 Radico Khaitan Ltd. 2 1603 26.6 67 1543 Som Distilleries 10 1603 27.5 46 220 Tilak Nagar Ind 10 1603 124.8 19 372 United Breweries Ltd 1 1603 26.4 80 5081 United Spirits 10 1603 145.3 193 9092 Varun Beverages Ltd. 10 1612 182.4 117 2972 12 CABLES - POWER/OTHERS IND. COMPOSITE 351 4429 Diamond Power Infras 10 U1703 269.7 -2 1132 KEI Industries 2 1603 15.6 47 2326 Ultracab (India) Ltd 10 1603 12.7* 14 41 *Universal Cables 10 U1703 34.7 62 818 Veto Switchgears & C 10 1603 18.3 41 112 13 CABLES - TELEPHONE IND. COMPOSITE 329 8282 Aksh Optifibre 5 1603 81.3 27 435 CMI L 10 1603 15.0* 52 240 Finolex Cables 2 1603 30.6 96 2461 Shilpi Cable Technol 10 1603 110.6 33 1906 Sterlite Technologie 2 U1703 79.7* 20 2256 Vindhya Telelink 10 1603 11.9 310 984 14 CARBON BLACK IND. COMPOSITE 45 2169 Oriental Carbon 10 1603 10.3 278 275 Phillips Carbon 10 1603 34.5 152 1895 15 CASTINGS AND FORGINGS IND. COMPOSITE 1451 17122 AIA Engineering 2 1603 18.9 214 1850 Alicon Castalloy 5 U1703 6.1 144 712 Bharat Forge 2 1603 46.6 156 4305 Electrosteel Cas 1 1603 35.7 56 1972 Hinduja Foundries Lt 10 1603 207.1* -15 845 Jayaswal Neco Indust 10 1603 638.6 33 2633 M M Forgings Ltd. 10 1603 12.1 232 502 *Mahindra CIE Auto 10 1612 378.1 92 1787 Metalyst Forgings 10 1603 43.5 188 868 National Fittings 10 1603 8.3 24 52 Nelcast Ltd. 2 1603 17.4 35 561 Ramkrishna Forgings 10 1603 28.7 164 897 Steel Cast 5 1603 10.1 35 137 16 CEMENT IND. COMPOSITE 3152 84825 ACC 10 1612 187.8 461 11158 Ambuja Cements Ltd. 2 1612 397.1 96 9268 Andhra Cement 10 1603 293.5 2 292 Anjani Portland 10 1603 25.3* 60 306 Birla Corporation Lt 10 1603 77.0 352 3275 Deccan Cements 10 1603 7.0 409 579 Guj. Sidhee Ceme 10 1603 86.2 21 469 Heidelberg Cement In 10 1603 226.6 39 1655 India Cements Lt 10 1603 307.2 110 4227 JK Cement 10 1603 69.9 245 3560 JK Lakshmi Cement L 5 1603 58.8 113 2620 Kakatiya Cement Suga 10 1603 7.8 259 210 KCP Ltd. 1 1603 12.9 30 750 Keerthi Industries L 10 1603 8.0 63 183 Mangalam Cement 10 1603 26.7 184 842 NCL Industries 10 1603 36.7 54 661 OCL India Limi 2 1603 11.4 247 2665 *Orient Cement Ltd. 1 U1703 20.5 48 1875 Prism Cement Lim 10 1603 503.4 20 5550 *Rain Industries 2 1612 67.3 27 45 Sagar Cements 10 1603 20.4 273 622 Saurashtra Cemen 10 1603 69.2 40 530 Shiva Cement Ltd 2 U1703 39.0 4 22 Shree Cement 10 1603 34.8 1774 5568 *Shree Digvijay 10 U1703 141.4 13 319 The Ramco Cements 1 1603 24.0* 129 3596 Udaipur Cement Works 4 1603 118.1 1 88 *UltraTech Cement 10 U1703 274.5* 755 23891 17 CEMENT - PRODUCTS/BUILDING MA TERIALS IND. COMPOSITE 292 5995 *Everest Industries L 10 U1703 15.4 227 1155 GPT Infraprojects 10 1603 14.5 103 356 *HIL 10 U1703 7.5 684 1060 Indian Hume Pipe 2 1603 9.7* 63 939 Ramco Industries 1 1603 8.7 58 702 Sanghi Industrie 10 1603 220.0 41 777 Visaka Indus. 10 1603 15.9 219 1005

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

8 50.07 178 53.56

-10 -19 -348 79 271 1 -140 173 78 443 245 35 -54 -56 196 -3 164 2 -75 -74 -47 195 43 185 -

54.52 63.61 68.79 74.99 62.89 56.18 71.93 69.38 28.46 64.16 45.94 53.14 45.23 74.91 13.27 49.24 74.88 37.50 74.87 41.09 50.03 73.83 0.00 64.78 74.99 42.29 73.57 62.18

0 19.35 0 9.53

431 419 7801 1113 6771 1094

29 16.4 24.7 15.7 43.6 12.9

32 1067/437 1004 17.2 466/114 2343 28.8 14560 770 26650 3066 1096 4424 801 9322 2512 189 567 2207 293

34 30.6 25.4 47.2 13.8 17.6 173.8 19.5 16.9 87.1 -

104.9 31084 1655.30 1738/1257 30859 179.7 48906 246.30 282/191 48630 58.0 293 9.98 14/6 1177 8.7 601 237.75 270/123 707 27.0 5931 770.15 807/367 6506 6.5 856 1222.40 1280/668 900 62.8 260 30.20 36/23 244 49.8 2994 132.10 151/91 3742 107.0 6372 207.45 221/83 8774 82.1 6985 998.85 1007/550 9013 76.2 5733 487.20 514/327 7415 47.0 338 435.10 599/203 292 20.5 1590 123.35 138/76 1872 14.5 148 184.30 214/103 216 22.3 960 359.50 390/216 1275 40.4 775 211.05 226/100 856 11.1 5895 1036.05 1058/480 6985 25.8 3287 160.45 241/115 4539 90.4 5859 116.40 129/72 7392 41.6 3789 112.65 123/30 4117 9.3 1632 799.95 869/553 1803 11.5 486 70.20 85/52 441 35.4 435 22.30 25/5 477 20.9 67124 19267.80 19998/12200 67557 23.4 373 26.35 32/17 436 28.8 16279 678.35 728/468 17948 23.9 1064 36.05 37/11 1393 290.6 118679 4323.35 4350/3050 121274

53 50.6 44.5 17.5 21.9 18.7 47.2 33.0 29.3 52.3 12.7 83.8 27.3 15.0 14.5 67.8 13.5 53.4 22.6 45.2

13.4 1.3 16.1 14.3 14.0 18.3 15.9

398 257.80 351 241.35 643 861.30 1958 404.15XB 1859 214.50 1594 72.45 527 331.80

1641/915 529/280 1175/687 41/17 65/28 10/6 635/384 258/168 93/41 285/68 74/45 537/256 103/55

47 328/182 576 161.6 300/192 537 32.3 888/506 786 11.8 459/161 2258 26.1 288/110 2160 27.0 91/46 2052 354/117 751 13.3

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

25

Databank

Updated as on May 05, 2017

26

40 482.60 635/476 270 28.4 381.80 395/155 1303 49.5 3016.65 3225/1853 3890 38.7 337.95 375/255 2909 19.9 669.90 740/437 10688 39.4 41.15 54/21 272 65.65 90/39 1092 235.30 252/139 451 32.4 761.50 795/411 3374 37.0

770.2 73.8 1612N 2215.9 136.4 16.9 1612N 369.5 63.8 3.4 1612N 216.0 93.6 3.4 1612N 234.7 180.2 19.6 1612N 534.2 1275.3 42.5 68.8 0.1 1612N 242.0 78.6 6.4 1612N 256.7 53.8 0.1 1612N 164.2 28.4 2.5 325.4 20.8 85.3 11.7 43.5 2.8 1612N 131.2 18.6 4.4 1612N 55.7 88.1 7.2 1703Q 88.1 29.5 3.2 1612N 86.9 112.3 12.3 1612N 313.5 324.4 25.4 1612N 1033.0 121.6 4.7 1612N 354.5 351.8 20.1 1612N 948.6 21.3 -42.9 1612N 100.6 289.3 28.1 536.2 8.9 1612N 1862.6 64.7 2.8 1612N 200.9 22.1 -0.2 1612N 62.4 151.2 10.9 1612N 478.4 87.1 0.4 1612N 287.3 43.8 3.8 1612N 126.1 58.7 7.9 1612N 187.9 200.5 29.4 80.3 5.3 1612N 254.7 74.1 6.0 1612N 231.1 199.6 10.4 1612N 529.9 1142.7 204.3 1612N 3732.9 222.6 7.1 1612N 557.0 113.0 1.2 1612N 293.8 149.3 22.9 1612N 462.0 77.9 9.4 1612N 228.5 76.0 7.2 1612N 220.4 80.5 2.1 1612N 274.6 41.8 -1.8 1612N 121.8 216.8 18.0 1612N 602.0 88.6 7.2 1612N 235.7 164.4 32.6 1612N 471.4 119.6 3.9 1612N 324.1

10 232.3 2 38.3 16 10.7 -20 -4.8 14 67.7 6 -20 7.6 -1 18.5 2 2.6 13 -10 8 19 7.8 11 11.5 12 7.2 -3 9.6 8 40.4 5 93.9 10 17.8 6 50.8 3 -122.4 1 4 28.7 14 10.1 26 -0.2 13 31.9 -4 5.2 16 14.5 8 32.2 12 -4 16.0 6 18.7 4 28.0 2 702.8 72 17.2 9 6.2 17 64.3 14 25.1 29 22.3 6 10.6 9 -2.6 3 51.4 7 20.5 -1 98.7 -3 10.1

27 11 46 51 78 -52 -0 -98 40 12 -14 78 40 27 -22 313 8 273 68 87 107 -61 89 194 26 22 67 14 138 -80 26 31 35 3 -144 79 29 7 -47

53.77 74.19 73.16 45.05 54.45 73.33 40.90 57.66 69.47 63.68 46.52 74.99 74.99 72.36 74.98 45.27 69.02 68.33 58.88 48.95 58.77 72.21 61.06 73.84 73.11 65.76 55.02 31.03 70.68 38.68 75.31 41.01 71.13 69.58 51.00 44.80 56.95 71.17 61.60 57.54 62.35 41.46 55.24 51.99 73.96 74.99

21.6 8.9 5.1 75.3 8.3 41.8 29.2 19.5 3.1 5.1 16.7 8.1 5.2 9.6 7.5 34.8 18.6 13.1 14.2 22.8 52.4 29.6 30.3 13.2 40.3 8.0 3.2 25.2 7.7 93.8 6.4 18.0 5.7 92.1 8.4 25.6 19.0 9.7 15.7 61.4 4.1 18.9 7.8 0.4 18.6 5.9

7048 950 207 256 1261 5944 935 415 310 399 1808 1647 1928 400 862 218 942 8455 411 2533 188 1232 524 279 168 1485 151 409 637 2984 192 390 589 37680 253 352 4500 794 607 227 273 991 471 174 4361 309

34 858.25 884/480 8241 23.3 465.70 539/280 1044 17.7 37.60 44/18 255 15.9 30.15 35/11 335 389.25 401/195 1387 13.9 1373.30 1390/920 7290 90.15 120/83 1067 53.3 808.00 880/490 507 18.3 230.35 257/180 313 535.65 625/358 393 22.4 138.35 149/70 2198 16.1 2077.70 2150/1325 1630 30.2 512.60 595/271 1956 150.4 35.90 42/23 400 24.4 1349.05 1570/1233 837 27.0 42.10 51/19 393 4.2 41.55 47/26 955 18.6 769.70 816/451 8862 68.2 87.70 102/64 482 16.2 60.55 61/18 3257 28.00 35/15 529 400.10 440/124 1308 12.1 169.20 182/79 1599 84.75 97/38 318 22.0 26.75 34/18 155 990.10 994/131 1570 39.0 170.05 248/153 155 15.3 42.35 56/36 412 21.5 1108.40 1134/541 647 16.3 3047.65 3250/1921 2999 22.3 214.05 245/160 225 9.6 189.45 194/130 558 15.2 146.15 174/52 608 18.8 734.95 770/569 37609 46.1 453.05 489/98 327 12.6 287.40 314/160 499 31.2 311.15 362/201 4454 53.5 390.00 424/158 1046 24.3 200.95 217/108 583 21.7 146.45 178/67 294 11.9 371.00 488/245 372 967.95 1010/232 1003 15.1 843.60 856/302 524 18.2 476.85 523/264 173 845.35 894/456 4305 31.6 258.45 347/223 477 17.9

30.6 5.6 616.8 80.5 485.8 47.3 71.0 3.5 232.4 5.9 1.3 -2.6 1851.3 210.0

92.5 1956.3 1537.6 218.2 5.2 4942.2

28 2 8 -6 14 9 -23

17.3 273.7 221.0 13.3 -9.6 531.8

245 53 107 -13 -29 -4

73.57 18.59 46.27 74.42 54.79 20.14 30.80

0 0.62 7.0 0 25.72 59.4 0 8.11 57.1 0 0.26 15.7 2 0.72 28.7 0 4.95 35.0 0 42.79 181.1

296 2537 3358 327 221 150 16188

323.00 253.90 457.20 74.85 25.35 23.30 635.45

19 360/81 297 14.2 299/134 3662 7.2 484/177 3535 10.0 94/52 385 17.0 29/17 564 11.4 32/20 170 665/396 18306 25.2

-6 23 130 -25 13

31.90 73.99 67.99 72.57 74.98

0 27.97 0 8.08 0 18.37 0 0.00 0 10.40

18.2 24.6 17.3 4.6 2.6

3381 2790 1627 301 292

213.35 883.95 1266.65 980.55 1296.20

53 223/156 3406 165.6 940/622 2314 38.3 1390/681 1603 28.8 1062/540 380 15.0 1470/594 300 21.1

146 6.71 - 61.47 258 60.17 -420 58.03 2 8.19

0 0.99 0 9.36 0 0.00 0 3.92 0 52.05

10.9 3.7 18.1 94.9 23.8

472 204 293 1200 5124

43.55 34.70 37.30 53.85 128.15

31 50/12 416 64/22 394 11.5 92/13 298 65/36 1632 138/80 5552 26.7

16487 149 101 99 2559 316 1966 115 297 38 907 14 6 251 10650

1111 8.7 256.6 221.7 21.3 19.4 -11.4 594.6

9.4 1.25 25.7 3.50 30.2 4.50 4.9 1.50 2.2 -1.8 0.75 23.3 10.00

0.0 1.2 0.1 0.2 1.3 0.3 0.4

6.3 26.0 9.6 4.2 5.8 9.3

1612 1612 1612 1612 1703 1612 1612

2257 869 659 509 140 80

158 23.8 62.2 36.4 23.3 12.5

1.5 1.00 19.7 6.00 28.3 7.00 76.1 55.7 10.00

0.1 0.0 0.0 0.6 0.2

4.4 6.2 11.3 16.6 12.5

1612 217.8 1612 168.9 1612 126.1 1612 49.4 1612 22.1

13.3 21.2 20.0 13.3 2.9

1612N 637.6 1612N 486.8 1612N 363.8 1612N 79.6 1612N 65.4

6 -5 10 20 17

49.3 56.9 35.5 10.9 10.0

0.1 2.8 0.3 0.4 0.3

0.7 15.0 1.5 13.1

1612 39.3 1703 1041.8 1612 10.9 1612 406.5 1612 4193.6

3.1 3.5 0.3 -32.7 48.9

1612N 110.0 1612N 29.8 1612N 1802.7 1612N 11468.9

8 47 21 54 27

6.1 0.7 -61.8 152.3

34 316 250 459 445

19520 6 14 134 1.0 0.1 20 3551 17.7 3.0 3 33 0.4 0.0 55 2499 -210.3 -12.6 36 12639 188.9 4.7

2.10

Trailing P/E Ratio

250 1149 3923 2443 10647 177 359 334 3227

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

1612N 1612N 1612N 1612N 1612N 1612N

0 0 0 0 2 0 0 0 0 0 0 0 0 0 0 74 0 0 0 0 0 0 0 0 0 0 0 0 3 8 0 25 0 0 0 78 1 0 0 0 0 0 0 0 0 42

16.14 1.11 0.00 0.04 4.21 9.75 12.24 0.06 0.35 0.02 25.99 7.29 2.81 0.11 0.12 1.94 0.00 7.41 11.22 0.81 0.01 0.19 2.12 0.00 0.05 0.13 0.00 0.00 0.01 29.19 0.11 3.58 2.57 19.02 0.00 2.97 19.84 9.87 8.07 0.29 0.00 6.28 3.83 2.15 8.98 0.08

Entprise Value (` Cr)

5.5 8.3 18.8 26.8 37.9 13.0 15.2 13.1 8.4

52-Week High/Low

42.42 0 0.00 33.09 0 5.01 54.74 0 20.63 48.42 0 33.10 47.39 0 29.13 63.26 0 0.56 69.54 84 0.13 72.28 0 0.14 51.53 0 16.59

(21/04/17)

31 47 7 21 90 49 125 75

Pledged (%)

7.5 17.5 84.5 199.8 1.3 -24.3 6.9 61.1

Prom. Stake (%)

CMP (`)

Sales Growth (%)

Market Cap (` Cr)

Sales (` Cr)

No. of Shareholder (in’ 000)

Year / Months

1612 1612 1612 1612 1612 1703 1612 1612 1612 1703 1703 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

Inst. Stake (%)

NP (` Cr)

23.6 25.0 20.6 21.0 21.2 14.6 76.8 14.8 19.0 24.6 12.2 18.1 26.6 15.5 3.6 13.2 25.8 17.6 1.6 10.5 11.3 18.3 8.2 17.4 12.5 12.2 7.9 25.1 25.2 65.1 12.9 27.2 13.7 9.9 23.2 23.5 45.3 24.3 22.9

NP Growth (%)

Sales (` Cr)

32746 2273 2717 252.4 30.7 8.50 1.1 484 49.9 24.4 10.00 0.5 260 9.8 1.8 0.20 1.1 336 -24.1 -2.8 - 0.7 635 61.3 18.9 2.00 0.5 5085 -14.1 -3.3 - 1.2 412 25.8 2.5 0.45 1.2 351 22.7 44.2 1.50 0.6 216 151.2 112.4 4.50 0.0 126 17.8 23.9 - 0.0 1222 112.0 8.6 - 0.8 365 54.5 68.7 4.50 0.0 152 10.6 2.8 2.50 0.5 68 15.1 1.4 0.20 0.0 340 33.1 51.8 23.00 0.0 119 48.2 9.3 - -4.9 423 39.0 1.7 0.28 0.1 1338 104.2 9.5 3.50 0.1 441 30.5 6.5 0.70 0.5 1152 -12.1 -0.3 0.05 0.9 109 -173.9 -25.9 - -0.6 1037 101.6 33.0 - 0.3 2322 -34.2 -11.0 - 2.6 243 8.6 2.6 1.00 0.9 73 1.5 0.2 - 0.0 562 21.6 14.4 3.75 0.5 393 17.9 20.2 7.00 0.1 144 12.1 1.3 - 0.3 234 18.0 31.3 10.00 0.0 701 134.0 136.9 31.50 0.0 359 16.7 18.6 2.50 0.5 300 22.2 10.8 1.50 1.0 665 20.2 5.0 0.50 0.1 4735 703.0 13.7 4.15 0.0 465 10.1 18.2 2.00 2.0 357 35.6 29.0 - 2.7 561 70.8 4.9 1.50 0.0 275 26.8 13.2 1.00 4.5 249 22.3 7.4 1.00 0.1 363 18.7 12.1 1.50 0.4 150 -0.8 -1.1 - 6.0 780 42.7 41.7 10.00 0.1 284 21.3 38.1 7.50 0.6 52 10.3 28.3 20.00 0.0 631 131.6 25.5 4.00 0.0 463 26.0 21.8 1.00 2.0

MARKET RELATED DATA

NP (` Cr)

Latest Qtr. Year

11 2 7 5 2 -4 -10 -9 5

RONW (%)

111.0 657.2 1415.6 1823.8 76.3 519.3 447.1 1281.0

DERatio

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

Div (`)

0.8 6.5 32.3 26.5 60.5 0.5 -9.5 2.6 20.2

EPS (`)

31.3 220.3 311.2 481.8 601.1 25.7 166.2 146.1 419.8

NP (` Cr)

1612 1612 1703 1612 1612 1612 1612 1612 1612

9742 139 873 1009 1944 2448 115 780 703 1731

SHAREHOLDINGS

YEAR TO DATE

8.7 5.7 19.4 7.8 25.8 0.5 3.4 14.5

156 110 402 208 57 74 -19 89 99 130 98 8 14 90 265 12 303 146 157 45 280 23 8 195 -7 11 265 49 21 -146 128 138 15 14 137 179 4 383 784 149 88 63 55 72 45 38 48 54 122 23 180 162 63 105 95

LATEST QTR.

485 7.1 13.6 5.00 0.6 18.9 6.3 - 0.5 101.3 77.9 12.00 0.1 116.7 16.1 4.00 0.3 234.9 14.8 2.50 0.0 1.6 0.4 - 0.3 -62.8 -11.5 - -7.4 6.4 4.5 0.50 1.0 61.1 14.4 2.30 0.4

Sales (` Cr)

18 CERAMICS/TILES/SA NITAR YWARE IND. COMPOSITE 192 Acrysil Ltd. 10 1603 5.2 Asian Granito India 10 1603 30.1 Cera Sanitaryware L 5 U1703 6.5 HSIL Ltd. 2 1603 14.5 Kajaria Ceramics 1 1603 15.9 Murudeshwar Cer. 10 1603 43.0 Nitco Ltd. 10 1603 54.7 Orient Bell 10 1603 14.2 Somany Ceramics Ltd. 2 1603 8.5 19 CHEMICALS IND. COMPOSITE 1045 Aarti Ind. Ltd 5 1603 41.1 Alkyl Amines Che 5 1603 10.2 Amines & Plast. 2 1603 11.0 Andhra Petro 10 1603 85.0 Balaji Amines Li 2 1603 6.5 BASF India Lt 10 U1703 43.3 Camlin Fine Sciences 1 1603 10.4 Camphor & Allied 10 1603 5.1 Chembond Chemica 5 1603 6.7 *Dai Ichi Karkari 10 U1703 7.5 Deepak Nitrite 2 U1703 26.1 *Elantas Beck India L 10 1612 7.9 Fairchem Speciality 10 1603 37.6 Fineotex Chemical Lt 2 1603 22.3 Foseco India Lim 10 1612 6.4 Ganesh Benzoplas 1 1603 5.2 Grauer & Weil 1 1603 22.7 Guj. Fluorochemi 1 1603 11.0 Gulshan Polyols Ltd. 1 1603 4.7 Himadri Speciality 1 1603 41.8 Hind. Organi 10 1603 67.3* *I G Petrochemicals L 10 U1703 30.8 India Glycols 10 1603 31.0 Indo Amines Limi 10 1603 32.9 Insilco Ltd. 10 1603 62.7 Jayant Agro Org 5 1603 7.5 Jocil Ltd. 10 1603 8.9 Kesar Petroprod. 1 1603 9.7 National Peroxid 10 1603 5.7 Navin Fluorine Inter 10 U1703 9.8 Nitta Gelatin India 10 1603 9.0 Omkar Speciality Che 10 1603 20.6 Panama Petrochem 2 1603 8.1 Pidilite Inds. 1 1603 51.3 Pondy Oxides & C 10 1603 5.6 Punjab Chemicals and 10 1603 12.3 S H Kelkar & Company 10 1603 144.6 Seya Industries 10 1603 20.4 Shree Pushkar Chemic 10 1603 30.2 Sree Rayalaseema Hi- 10 1603 15.5 Sunshield Chemic 10 1603 7.4 Thirumalai Chem. 10 1603 10.2 Transpek Indus. 10 1603 5.6 Valiant Organics 10 1603 3.6 Vinati Organics 2 1603 10.3 Vishnu Chemicals 10 1603 11.9 20 CHEMICALS - CHLROALKALI IND. COMPOSITE 574 Chemfab Alkalis 5 1603 4.6 GHCL 10 1603 99.9* Guj. Alkalie & C 10 1603 73.4 Kanoria Chemical 5 1603 21.8 Sree Rayalaseema Alk 10 U1703 87.2 Standard Indust 5 1603 32.2 Tata Chemicals 10 1603 254.8 21 COMPRESSORS IND. COMPOSITE 66 Elgi Equipments 1 1603 15.8 Ingersoll Rand 10 1603 31.6 Kirloskar Pneumatic 10 1603 12.8 Revathi Equipment Lt 10 1603 3.1 Veljan Denison 10 1603 2.3 22 COMPUTER - HARDAWARE IND. COMPOSITE 276 Cerebra Integrat 10 1603 108.5 Compuage Infocom Ltd 2 U1703 11.7 Ducon Infratech 1 1603 7.8 HCL Infosystem 2 1603 44.6 Redington (India) Lt 2 1603 80.0

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

DSIJ.in

DSIJ.in

7348 1183.7 9.2 15.3* 10.0 29.8 14.9 28.5 25.1 15.2 39.9 22.0 18.9 19.6 26.5 27.1 56.3 29.5 32.2 39.8 681.3 21.8* 15.3 285.4 59.3 20.7 20.6 12.5 40.1* 24.0* 1148.5* 50.9* 4.4 14.7 23.6 39.5 17.1 95.3 11.7 11.7 25.4 168.0 25.0 210.4 33.1 61.4 32.4 42.6* 80.0 51.1 70.1 12.7* 30.4 164.3 12.9 10.5 17.1 10.5 10.7 506.9* 13.3 10.7 197.0 31.1 487.1* 29.7 52.9 26.7 486.3* 111.4 32.3* 7.7 44.9*

280316 58704 -7 330 -1063.7 596 141 -13.4 19 21 1.2 50 77 17.6 -8 322 -137.6 64 310 80.7 20 313 -36.7 90 103 2.1 81 108 9.5 54 91 10.2 189 160 12.3 32 235 26.3 17 29 5.6 113 204 32.0 27 44 2.7 171 1292 236.9 75 282 32.4 70 34 -12.0 239 1106 297.6 29 940 188.5 21 1402 20.1 71 47 4.3 151 13433 4733.7 45 1393 356.1 437 1383 118.3 450 332 100.6 69 14 1.4 153 429 94.8 25 62 13.4 249 59289 13818.0 49 517 -56.1 27 42 -0.9 77 30 39.7 17 49 6.7 69 1320 169.3 164 6183 937.6 13 458 0.3 108 12 6.2 96 172 25.3 68 87 8.2 173 4753 489.1 -0 5 -11.2 215 2927 458.4 49 381 0.1 214 1595 164.9 146 299 47.8 351 3487 928.9 231 1733 294.0 64 1826 89.8 88 334 62.9 17 263 41.2 203 263 24.0 174 1830 112.2 77 71 -17.5 62 51 10.5 330 390 66.0 34 505 117.4 102 260 21.6 13 296 -132.0 24 24 18.2 59 280 8.3 419 92693 23653.0 180 1233 173.3 139 20970 3220.0 56 153 1.8 29 3169 391.5 38 104 4.2 168 46048 8161.7 17 82 -4.1 8 161 36.3 15 53 2.3 210 1283 180.2

8995 106847 -1325 13.4 63 1250 84.4 35.5 110 213 33.9 59.0 138 408 55.6 59.4 73 448 15.0

-9.0 - -0.6 -2.9 5.00 0.2 0.4 - 0.0 8.8 1.25 0.0 -46.2 - -8.2 54.1 45.00 0.0 -12.9 - 2.7 0.4 - 0.2 6.2 - 0.0 2.6 1.00 0.0 5.6 3.00 0.1 7.0 - 0.2 2.8 - 0.0 12.1 - 0.1 1.0 1.00 0.1 21.0 5.50 0.0 5.5 0.75 0.1 -3.7 - 0.5 74.8 1.00 0.0 2.8 - 0.1 9.2 - 0.1 1.4 0.13 0.1 44.2 16.00 0.0 12.0 5.50 0.0 57.0 15.00 0.3 48.9 17.50 0.4 1.1 - 0.1 23.6 - 0.0 5.6 0.15 0.0 60.2 25.75 0.0 -5.5 - 0.0 -0.4 - 0.1 27.0 2.00 0.0 1.9 - 0.1 8.6 2.20 0.2 55.0 6.85 0.0 0.0 0.10 0.3 2.7 - 0.0 10.8 3.50 0.0 3.2 1.00 0.0 29.1 10.00 0.0 -0.9 - -1.2 21.8 - 0.0 0.0 - 0.2 26.9 - 0.0 14.8 5.00 0.0 108.9 100.00 0.0 36.8 9.00 0.0 8.8 - 0.0 9.0 2.50 0.0 3.2 - 0.0 7.9 - 0.0 6.8 - 0.3 -6.8 - 0.0 10.0 3.00 0.4 38.6 7.00 0.0 11.2 9.00 0.3 20.2 24.00 0.0 -2.6 - 0.2 1.4 1.00 0.2 0.8 0.20 0.0 120.0 47.00 0.0 55.7 16.00 0.0 33.1 12.00 0.0 0.6 - 0.0 7.4 1.25 0.2 1.6 - 0.3 33.6 2.00 0.2 -0.4 - 0.0 1.1 0.10 0.5 0.3 0.10 0.3 40.2 12.00 0.0 12.6 9.6 1.9 2.5

2.50 0.24 0.60

0.3 0.3 0.2 1.0

2.1 17.4 85.0 0.5 7.6 4.7 3.0 21.7 17.1 10.6 3.6 12.3 7.3 31.3 9.6 43.5 2.0 22.0 26.9 13.1 10.9 1.6 15.5 22.4 24.2 34.8 8.5 12.5 33.5 0.1 2.5 11.3 4.8 16.8 10.1 0.0 12.6 10.1 31.1 15.9 13.7 10.2 18.7 3.9 2.9 16.2 11.7 32.6 19.9 5.7 1.3 28.7 31.0 23.8 1.1 25.4 4.1 19.9 14.5 2.1 19.1

1612 64.6 1612 38.9 1612 10.5 1612 19.9 1612 85.6 1703 85.3 1612 62.1 1612 20.1 1612 30.5 1612 33.9 1612 43.4 1612 57.9 1612 10.1 1612 67.0 1612 13.2 1703 328.5 1612 78.5 1612 6.7 1612 284.8 1703 240.1 1612 20.4 1612 4889.3 1703 365.7 1612 418.5 1612 52.2 1612 3.4 1612 108.3 1703 14920.0 1703 136.0 1612 21.2 1612 3.1 1612 19.2 1703 321.1 1703 1592.9 1612 117.8 1612 3.8 1703 34.6 1612 19.9 1703 1196.3 1612 3.2 1612 780.9 1612 82.5 1703 458.5 1703 75.6 1612 953.5 1703 430.5 1612 367.1 1612 53.2 1703 68.1 1612 71.6 1612 343.9 1703 16.2 1612 12.2 1703 99.1 1612 149.1 1703 57.5 1612 86.9 1612 4.0 1612 152.9 1703 23406.0 1703 326.0 1612 5912.9 1612 14.0 1612 967.8 1612 33.8 1703 11628.2 1612 19.0 1703 60.1 1612 33.6 1703 300.5

56.8 0.1 0.8 5.7 -4.7 21.8 -6.4 1.4 6.3 3.1 3.4 2.2 2.4 4.5 2.9 59.9 5.8 -5.5 85.1 54.7 5.4 1661.5 99.4 30.3 36.0 0.4 31.0 3562.0 -24.9 3.8 1.3 2.5 28.4 244.7 -0.1 0.7 5.8 0.7 113.2 -0.3 176.6 -12.7 86.6 16.7 235.5 53.8 30.3 2.6 6.0 12.5 98.7 -3.6 2.3 30.8 37.2 4.6 17.1 2.1 4.4 5833.0 44.5 851.9 0.2 130.4 2.0 2303.5 0.1 14.7 13.8 19.9

20.0 8.7 1.4 3.4

1612 358.1 1612 76.7 1612 126.6 1612 62.1

24.4 20.0 18.2 0.7

224 339

99.20 181.90

1612N 201.8 1612N 113.8 1612N 26.4 1612N 76.6 1612N 253.3 1703N 249.3 1612N 186.8 1612N 63.3 1612N 85.2 1612N 81.7 1612N 152.8 1612N 181.1 1612N 28.9 1612N 174.2 1612N 42.0 1612N 220.1 1612N 20.9 1612N 874.6 1612N 59.6 1612N 14203.8 1703Q 365.7 1612N 1186.1 1612N 172.4 1612N 10.2 1612N 289.2 1612N 52.9 1612N 9.4 1612N 55.2 1612N 348.5 1612N 12.1 1612N 62.5 1612N 11.5 1612N 2258.0 1612N 271.7 1612N 2871.6 1612N 1086.6 1612N 207.1 1703Q 68.1 1612N 215.1 1612N 1070.1 1612N 37.9 1612N 442.6 1612N 238.7 1612N 13.4 1612N 344.6 1612N 17241.8 1612N 41.2 1612N 2823.0 1612N 99.4 1612N 44.1 -

-18 86.5 137 0.00 0 52.31 157.3 608 5.14 4 40.9 -53 45.63 0 11.55 61.6 344 74.65 87 1.7 101 63.41 9 2.45 13.3 1828 599.15XB 35 14.8 17 64.92 0 0.08 3.5 291 145.25 11 -11.2 77 74.99 0 0.10 7.8 203 68.20 8 67.3 12 74.65 0 7.69 15.0 2167 1452.05 -21 -14.5 27 75.00 100 7.17 9.8 299 105.00 -25 4.6 -35 48.45 14 0.05 25.3 148 29.45 6 15.7 87 40.35 0 33.76 6.3 556 364.85 27 7.4 -13 49.31 0 0.82 78.8 849 212.90 27 10.4 -29 32.15 63 0.52 8.9 282 128.30 5 10.6 -42 66.06 11 1.76 18.7 606 160.40 32 3.9 -22 46.91 0 0.00 6.6 169 85.85 15 11.6 -56 49.50 17 0.12 4.5 879 331.50 25 7.8 375 37.79 0 0.28 11.7 181 66.85 0 - 22.18 0 64.23 20.1 5775 513.05 50 18.1 -5 73.03 0 0.97 21.6 732 124.25 -19 -15.4 -120 59.62 27 3.01 18.4 216 66.90 8 263.2 32 50.28 0 42.53 20.5 5200 1307.10 5 - 54.89 0 16.01 133.5 2712 39.80 - 0 0.00 169 77.50XB 73 13.6 246 52.21 5 14.65 4.0 480 156.95 218 5151.6 259 59.68 0 32.29 174.7 118081 827.60 15 99.4 40 71.52 0 18.43 94.5 7071 238.60 20 81.4 21 67.63 0 10.41 13.5 1137 548.15 -28 88.4 2 70.82 0 4.66 9.4 1052 511.60 2 0.9 13 49.68 0 0.14 7.7 261 207.95 -14 76.7 8 75.68 0 4.30 26.4 908 226.30 - 0 0.00 152 63.20 11 - 12.75 0 58.58 711.1 213960 931.50 -5 - 29.38 0 18.52 71.6 1313 128.95 89 11.1 441 18.46 0 0.00 10.1 287 129.80 -64 4.0 -34 47.51 0 10.01 7.6 537 364.50 367 7.3 300 61.90 8 3.78 11.7 558 118.35 7 - 18.93 44 54.29 58.3 2535 128.35 14 - 84.27 0 6.83 166.0 12507 733.25 2 -2.6 -1550 39.10 36 20.42 27.3 318 6.68 38 2.3 -37 48.34 3 12.96 27.2 845 361.80 -54 - 49.22 0 15.72 20.7 725 310.25 2 4.0 -42 64.73 0 0.00 10.7 209 82.40 13 - 13.66 0 46.27 94.5 8332 495.90 219 0.3 105 64.37 0 3.83 22.1 617 49.45 1 458.6 23 60.40 0 30.25 34.2 11799 560.75 -1 -11.9 11 34.17 0 22.64 76.4 1314 79.25 2 - 30.71 0 52.34 43.3 2888 470.65 10 - 60.62 0 9.89 19.0 1036 320.00 10 996.5 44 74.08 0 18.14 22.5 31610 3707.15 22 - 35.02 0 35.03 56.5 4658 582.25 -22 85.6 -2 74.50 0 10.45 42.0 2121 207.65 2 35.5 47 72.79 0 9.42 67.2 1679 239.45 4 6.0 -38 50.92 0 0.01 15.4 624 49.00 13 33.5 195 55.00 1 22.58 13.7 1183 389.05 -24 300.2 369 50.70 47 11.85 142.2 977 59.45 -63 - 40.46 0 3.31 28.3 210 81.65 -0 6.1 2 72.58 0 0.36 4.4 243 232.20 -3 - 42.13 0 18.37 23.8 694 405.65 23 105.1 39 30.95 1 15.89 37.0 1700 161.65 5 - 53.87 0 2.14 15.1 575 538.75 12 26.7 -65 0.19 100 0.99 106.4 568 11.21 4 8.2 0 63.13 0 16.26 20.3 1781 133.70 61 11.8 82 33.68 0 0.97 63.7 537 50.00 9 - 73.30 3 22.25 637.8 457129 2319.95 16 - 44.63 0 14.86 85.7 4804 1542.80 11 2461.6 2 36.20 0 49.81 506.1 40243 413.05 -64 0.8 -33 47.61 12 0.06 15.6 349 117.30 23 377.6 34 41.60 0 29.25 18.2 18470 349.00 27 7.3 117 50.46 0 0.26 9.0 298 111.70 4 - 74.75 0 17.06 241.2 121193 498.45CB -31 - 78.77 0 0.36 16.7 562 50.45 14 - 66.84 55 22.02 81.3 1497 46.40 -2 6.0 -12 59.44 33 0.19 10.8 492 63.70 5 - 48.64 0 16.09 24.2 3964 883.35

1612N 1612N 1612N 1612N

10 16 1 -39

954.7 171.3 303.1 201.3

65.6 36.9 43.7 4.8

14 102 -5 -60

59.55 40 34.00 62.52 10 0.50 63.47 0 8.07 59.03 45 0.01

6.6 40.1 51.3 22.8

2511 808 1793 182

374.85 227.70 60.75 30.70

123/76 232/88

Trailing P/E Ratio

Entprise Value (` Cr)

14.8 28.3

52-Week High/Low

No. of Shareholder (in’ 000)

0.08 0.44

(05/05/17)

Inst. Stake (%)

0 0

CMP (`)

Pledged (%)

138 72.69 -62 59.95

MARKET RELATED DATA Market Cap (` Cr)

Prom. Stake (%)

4.5 1.3

NP Growth (%)

-65 240

NP (` Cr)

1.4 1612N 17.7 1.2 1612N 1683.7

Year / Months

Sales Growth (%)

1.1 1612 3.1 9.9 1612 853.6

NP (` Cr)

Sales (` Cr)

Latest Qtr. Year

0.0 0.8

RONW (%)

-

SHAREHOLDINGS

YEAR TO DATE

Sales (` Cr)

1.9 2.3

DERatio

4.4 4.3

LATEST QTR.

Div (`)

70 593

EPS (`)

Sales (` Cr)

4.5 182 18.6 23

NP (` Cr)

Bk Val (`)

Smartlink Network 2 1603 TVS Electronics 10 1603 23 COMPUTER - SOFTWARE IND. COMPOSITE 3i Infotech 10 1603 63 Moons Technologie 2 1603 8K Miles Software 5 1603 ABM Knowledgeware 5 1603 Accel Frontline 10 1603 *Accelya Kale Solut 10 1606 AGC Networks 10 1603 Allied Digital Servi 5 1603 Allsec Technologies 10 1603 Aptech Ltd. 10 1603 Aurionpro Solutions 10 1603 AXISCADES Engineer 5 1603 Cambridge Technology 10 1603 Cigniti Technologies 10 1603 Cybertech System 10 1603 *Cyient Ltd. 5 U1703 Datamatics Global Se 5 1603 Dion Global Solution 10 1603 eClerx Services 10 1603 *Firstsource Solution 10 U1703 Fourth Dimension Sol 10 1603 Genesys Int.Corp. 5 1603 HCL Technologies 2 1603 *Hexaware Technologie 2 1612 Hinduja Global Solut 10 1603 Hinduja Ventures 10 1603 HOV Services Ltd. 10 1603 Infinite Computer So 10 1603 InfoBeans Tech 10 1603 Infosys 5 U1703 Intellect Design 5 U1703 Intense Technologies 2 1603 Intrasoft Technologi 10 1603 Kellton Tech Solutio 5 1603 KPIT Technologies 2 U1703 L&T Infotech 1 U1703 Lycos Internet 2 1603 Majesco L 5 1603 *Mastek Li 5 U1703 Mindteck (India) 10 1603 *MindTree Ltd. 10 U1703 Moschip Semicond.Tec 2 1603 MphasiS Ltd. 10 1603 NIIT Ltd. 2 1603 *NIIT Technologies 10 U1703 *Nucleus Software 10 U1703 Oracle Financial Ser 5 1603 *Persistent Systems 10 U1703 Polaris Consulting 5 1603 Quick Heal Technolog 10 1603 *R Systems Internat. 1 1612 Ramco Systems Lt 10 1603 Rolta India 10 1603 RS Software (India) 5 U1703 Saksoft Ltd. 10 1603 Sasken Technologies 10 U1703 Sonata Software 1 1603 *SQS India BFSI 10 U1703 Subex Ltd. 10 1603 Take Solutions Ltd. 1 1603 Tanla Solutions 1 1603 *Tata Consultancy 1 U1703 *Tata Elxsi Ltd. 10 U1703 Tech Mahindra Ltd. 5 1603 Trigyn Technolog 10 1603 Vakrangee 1 1603 Virinchi L 10 1603 *Wipro Ltd 2 U1703 Xchanging Solutions 10 U1612 *Zee Learn Ltd. 1 U1703 Zen Technologies Ltd 1 1603 *Zensar Technologies 10 U1703 24 CONSTRUCTIONS IND. COMPOSITE Ahluwalia Contra 2 1603 Ajmera Realty & Infr 10 1603 Anant Raj Ltd. 2 1603 Ansal Housing 10 1603

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

184 32.1 368 158.3

7/4 1375 96/69 737 840/472 1828 180/90 260 82/48 386 1864/993 2164 113/57 425 46/26 234 464/139 549 251/57 819 174/90 327 290/134 618 142/77 165 493/305 898 101/43 187 564/416 5280 165/51 761 96/60 323 1775/1275 4966 54/31 2850 154/26 94 206/51 488 890/707 109446 242/178 6864 638/385 1346 601/391 1447 221/82 257 277/190 724 80/62 143 1278/900 184784 233/108 1318 249/42 275 584/306 540 214/79 564 197/121 2504 746/595 12439 20/6 474 601/330 771 331/109 690 115/69 179 682/400 8182 69/14 642 622/425 11438 108/67 1475 588/370 2790 330/171 932 4089/2796 29436 743/501 4608 232/141 2084 298/202 1416 70/47 585 784/286 1181 84/48 1795 128/59 120 333/152 265 464/305 681 225/140 1611 1240/488 521 14/8 700 189/122 1830 66/31 494 2740/2055 452486 1941/1022 4622 564/405 37129 141/79 342 354/160 18600 132/34 315 578/410 115882 107/46 479 51/27 1614 91/55 461 1136/814 3892

18 14.7 24.7 33.2 93.5 34.6 32.5 37.8 50.9 20.4 24.4 23.4 14.4 14.4 34.3 17.3 18.4 8.6 10.3 174.0 9.0 15.5 14.2 58.8 15.0 13.3 174.3 28.7 39.8 17.0 21.8 17.5 21.7 26.3 15.8 24.2 22.6 16.6 25.6 1.9 23.0 10.5 11.6 26.6 97.7 38.1 19.3 27.7 12.5 37.8 57.5 14.8 41.2 22.0

34 381/240 2556 27.2 237/95 909 15.4 66/33 2780 33.6 36/16 590 23.3

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

27

Databank

Updated as on May 05, 2017

28

285 95.6 122.8 -8.4 12.4

1612 1049.5 1612 828.9 1612 25.9 1612 80.6

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

29.7 9.4 0.2 -26.0

1612N 2997.8 1612N 2819.6 1612N 79.7 1612N 319.9

-9 22 194 -57

69.2 79.4 55.3 -34.6

14 109 547 -394

63.40 39.06 63.24 65.13

0 14.35 0 30.47 0 1.40 1 13.75

30.7 25.6 27.8 16.2

3530 6500 386 335

348.55 680.10 78.95 187.35

Entprise Value (` Cr)

Trailing P/E Ratio

(21/04/17)

CMP (`)

414 26.30 674 163.70 2321 226.80 3931 210.05 606 29.50 3249 239.55 153 60.25 218 5.46 1131 46.50 3696 159.55 6285 459.55 33129 185.70 153 59.40 210 86.30 464 82.50 389 10.52 572 116.65XB 2795 157.70 11445 528.95 3748 86.35 4321 42.75 1208 166.10 709 54.05 7262 151.80 9006 256.25 2882 185.75 393 5.02 2138 282.60 3031 12.46 1924 13.85 923 274.90 2855 203.05 1362 179.80 145 35.85 405 54.90 2446 476.70 1416 57.20 151 363.00 912 320.85 166 40.05 17730 197.00XB 5251 94.45 694 17.65 153 10.46 227 12.20 13688 403.10 3534 193.20 661 15.20 1386 88.30 632 22.65 6139 401.05 4064 158.40 611 967.00 9165 244.40 655 42.90 754 22.55 1507 63.55 601 105.15 612 270.80 5548 323.35 744 335.30 2006 405.45 605 27.95 3927 407.80 649 16.15 1245 52.70 2925 464.40 233 90.55 321 144.00 158 422.85 554 43.45 1463 5.59 755 45.05 1073 89.45 210 11.74 1541 88.40

52-Week High/Low

399.2 -22 5.8 -52 49.07 97 10.48 43.5 68.9 32 9.0 -35 74.14 0 2.34 1.4 164.7 40 33.8 58 61.03 0 13.57 16.6 1435.1 4 118.9 18 56.66 0 32.24 16.3 655.4 9 5.3 443 67.41 100 9.29 26.2 1189.3 30 92.7 -22 46.89 0 26.25 54.2 648.8 112 -9.3 81 32.40 78 8.99 25.6 389.5 36 -111.5 -0 19.41 100 58.64 17.1 5.3 -96 -39.3 -3744 62.29 70 11.62 23.9 208.5 18 45.1 59 40.69 17 11.91 66.6 3347.4 23 165.2 3 75.63 9 18.24 14.6 2367.4 43 362.8 351 74.94 0 18.89 380.1 107.0 -43 3.2 -83 49.98 11 0.77 20.6 0.8 2.3 359 58.05 0 0.04 12.3 58.8 11 -15.4 75 72.72 81 0.54 15.1 2249.9 202 -183.0 2 12.24 93 65.96 44.5 119.9 -14 22.3 4 56.24 11 9.02 14.0 1302.9 14 42.1 40 47.47 95 37.75 7.7 20 - 74.91 0 11.73 37.7 578.7 -30 91.8 -56 36.48 0 46.28 202.9 -1 - 27.80 85 43.43 220.7 336.6 17 0.1 -97 71.59 86 3.97 19.0 1158.1 -9 -146.4 34 42.25 0 9.98 35.1 56 - 50.34 0 20.78 87.6 2402.8 26 34.5 -83 57.37 0 35.27 86.1 25 - 51.63 0 26.29 22.6 1347.4 -21 -755.6 5 5.36 100 56.56 185.5 1082.0 8 79.2 6 43.93 32 34.94 27.3 4573.0 -32 -2479.2 -34 39.33 20 24.33 587.0 1602.9 -0 -208.8 -20 71.63 93 11.23 129.3 1638.0 -7 41.5 85 67.18 0 9.59 11.0 1059.0 75 104.8 2 57.94 0 31.57 11.2 206.7 58 27.0 11 74.53 0 10.41 41.3 23.6 -63 23.5 217 62.07 0 0.00 3.7 469.4 1 25.4 54 58.85 0 8.67 14.7 -3 - 50.77 0 26.47 65.4 101.1 -36 42.4 36 62.04 0 1.34 23.1 - 73.31 0 0.00 0.2 139.3 2128 66.4 51 74.99 0 0.00 5.2 1649.2 -3 -79.8 -212 26.29 61 16.66 21.0 3933.4 6 176.3 4 75.00 0 14.01 123.6 5752.6 -2 161.8 6 19.71 50 46.08 96.3 150.1 32 15.1 35 61.98 0 0.47 17.2 72.8 -11 -26.8 -577 46.53 0 14.62 18.7 79.1 -19 16.2 -75 26.36 0 8.68 83.0 - -35 - 72.50 0 25.92 14.7 766.8 -5 61.6 66 74.99 49 15.72 63.2 190.7 -22 -16.7 -27 71.11 90 7.23 198.4 - -15 - 24.76 0 53.47 59.9 53.9 -25 -28.4 -11 55.36 27 12.52 51.8 284.0 7 96.8 -28 62.85 0 33.15 6.5 1338.6 -6 175.9 98 56.06 0 26.16 18.6 28.2 -59 2.9 -78 61.00 0 19.84 2.5 1617.4 -18 277.2 -8 70.00 0 28.83 11.7 5.4 -2 2.4 -28 32.37 0 8.26 30.5 2955.3 11 -669.0 43 35.90 62 8.44 335.4 714.4 -10 66.5 -6 74.99 0 18.39 27.0 906.8 -2 -28.9 82 67.75 89 4.44 18.3 248.7 -0 15.8 27 67.99 44 2.95 3.5 2287.4 -2 119.6 29 46.76 35 43.45 11.4 66.5 -1 1.4 -16 74.95 19 0.00 11.6 4057.4 -6 53.4 6 56.19 0 19.96 9.5 0.0 -71 -112.4 22 62.93 84 5.80 5.7 1644.8 28 100.4 -7 60.23 18 35.54 51.9 175.9 -72 -19.7 -783 67.15 17 0.00 1.5 - -64 - 18.77 0 0.28 0.5 134.8 348 148.8 779 73.84 0 7.88 5.2 724.6 -30 -174.5 -708 37.78 88 30.51 9.4 0.0 1.2 -92 74.78 0 8.92 8.9 1.4 18 -0.5 2 74.82 0 2.75 14.0 11.7 6 10.1 -9 60.83 0 7.61 22.9 754.7 -18 26.7 60 20.59 76 13.93 656.2 159.1 -34 2.6 -47 37.81 0 2.98 16.5 168.9 14 2.3 264 63.38 42 0.16 3.6 1.1 -68 0.0 -66 26.33 0 1.00 2.1 119.1 6 25.5 -15 44.63 0 15.62 52.5

MARKET RELATED DATA Market Cap (` Cr)

No. of Shareholder (in’ 000)

Inst. Stake (%)

Pledged (%)

Prom. Stake (%)

12.7 18.2 5.3

NP Growth (%)

0.3 0.4 2.5 0.8

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

NP (` Cr)

2.80 6.50 1.25

108.2 0.2 25.3 3.1 42.4 15.6 524.0 42.7 201.4 1.2 447.2 34.3 272.5 10.2 161.2 -28.8 0.1 -15.3 49.7 1.8 1389.1 108.6 960.7 170.9 30.1 0.8 0.2 -0.2 19.4 -5.4 714.7 -20.5 41.0 7.3 520.5 14.2 84.9 -3.5 99.7 13.9 1358.3 20.9 69.3 -2.4 397.2 1.6 6.3 5.2 799.3 0.1 674.8 13.0 397.9 -249.3 369.0 26.5 1522.8 -1095.0 317.5 -41.4 548.1 18.2 382.3 30.7 97.9 12.6 4.7 7.0 152.0 9.7 299.4 5.1 37.8 8.3 53.8 25.2 564.5 13.5 1420.5 63.7 1903.7 58.3 50.8 5.6 1.6 -15.5 12.4 -9.4 234.0 85.9 227.4 13.8 55.2 -15.1 698.3 7.4 16.5 -20.4 100.0 5.7 463.6 76.7 10.2 1.1 548.1 69.3 1.8 0.7 996.8 -231.8 199.7 8.7 373.2 27.6 78.2 4.0 864.8 52.4 22.5 0.6 1386.4 18.4 0.0 -31.0 533.5 28.4 26.3 -9.4 26.4 31.1 306.3 -38.3 0.0 0.5 0.5 -0.2 3.6 2.8 264.4 36.0 49.9 0.2 48.3 0.6 0.5 0.0 52.9 16.8

Sales Growth (%)

9.4 12.8 -1.7 6.9

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1703 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

Sales (` Cr)

1.7 17.9 20.3 9.5 0.2 10.0 0.0 4.3 19.8 5.5 2.7 1.0 5.5 7.0 5.6 2.4 3.0 1.2 0.3 13.9 8.7 8.0 6.2 22.2 4.9 7.6 3.3 2.9 6.0 134.5 12.3 11.7 20.7 6.5 10.1 15.8 8.6 3.0 0.2 6.6 17.8 7.1 8.6 1.1 4.0 5.6 13.7 9.1 0.7 4.3 5.6 0.2 19.9 8.4 1.8 4.7 1.1 0.3 0.3 2.2

SHAREHOLDINGS

YEAR TO DATE Year / Months

0.2 0.4 0.1 0.2 1.3 0.7 14.7 11.0 0.1 0.1 2.0 0.5 1.1 83.6 1.7 3.8 0.3 2.2 1.3 0.2 2.4 0.5 63.3 0.4 1.1 0.6 8.6 0.3 1.6 1.4 0.8 0.2 0.4 1.2 0.6 0.4 0.0 11.9 0.0 1.2 0.0 0.5 0.8 0.6 0.1 0.0 0.5 0.5 2.4 1.1 0.3 0.0 0.0 0.9 0.0 3.5 0.9 7.0 0.5 0.7 0.8 2.1 0.6 0.8 0.5 0.0 0.3 2.8 0.0 0.1 0.0 0.3 0.4 0.5 0.1 0.0

NP (` Cr)

0.90 0.50 1.50 2.00 0.20 0.03 2.00 1.25 2.00 0.40 4.00 0.30 2.00 1.00 0.20 1.50 1.00 6.00 1.53 1.00 1.50 2.00 0.60 0.11 3.00 0.70 0.20 2.20 0.50 1.50 1.20 0.78 0.70 0.50 2.00 2.00 0.05 0.20 -

Sales (` Cr)

1.9 3.7 12.8 8.5 0.0 10.8 -10.1 -4.3 0.0 1.7 16.1 5.5 5.4 -3.4 -2.7 0.3 8.0 3.3 5.7 6.1 0.6 2.9 -14.4 0.4 9.2 3.1 -13.5 13.6 -13.3 -1.7 12.2 11.5 5.2 2.5 3.4 9.5 1.5 12.8 26.5 20.5 3.4 4.0 0.4 -1.5 4.4 9.4 2.8 0.1 -1.2 -1.1 9.9 9.5 24.9 9.6 0.3 -49.4 3.3 2.2 9.1 7.8 1.2 13.4 -14.2 14.2 -0.1 0.0 22.2 -15.9 6.4 2.9 1.1 -1.1 0.4 0.1 0.0 1.9

Latest Qtr. Year

RONW (%)

946 46214 20.3 73 4612 19.1 71 3532 48.9* 14 40 17.9 131 901

DERatio

705 29.4 65 15.2 498 131.4 1936 159.4 842 1.0 1226 146.4 767 -19.3 390 -172.9 177 0.1 240 39.0 4085 219.9 2451 974.6 203 14.0 1 -8.3 73 -15.1 6147 14.6 186 39.4 1812 58.6 457 124.3 1168 265.0 4196 59.4 351 21.3 1845 -188.5 27 17.4 2768 324.9 2872 48.1 2362 -1060.4 1409 103.2 8794 -3239.9 2800 -242.9 2484 41.0 903 161.1 181 39.5 83 10.2 718 25.3 681 48.9 212 37.6 2 5.3 6 75.4 2314 85.0 5827 308.8 8325 222.8 183 17.0 87 -21.4 129 82.4 891 320.6 1138 51.5 310 4.7 2615 -18.7 110 -30.0 356 150.9 2014 242.7 129 15.8 2656 361.8 8 4.5 3348 -1649.5 983 77.5 1793 12.4 315 20.7 3186 133.7 158 2.6 5812 66.3 0 -307.6 1803 136.9 758 -2.2 7 0.1 163 140.1 1210 -40.8 0 14.3 2 1.1 14 13.8 1077 -275.6 318 6.6 179 1.2 4 0.1 185 32.8

Div (`)

107 21 63 90 21 108 27 3 143 39 81 100 203 4 32 36 145 47 103 254 19 238 3 127 66 35 6 170 61 43 197 52 107 29 104 331 25 10 216 175 17 61 4 30 28 109 93 60 108 52 149 53 352 112 27 47 81 39 66 86 179 311 134 255 6 2 112 284 76 155 23 37 36 34 1 87

LATEST QTR.

EPS (`)

Sales (` Cr)

78.7 41.2 20.5 93.6 20.5 135.6 25.4 79.7 243.3 23.2 136.8 356.8 25.8 4.9 56.3 73.9 49.0* 35.5 108.2 434.0 101.1 72.7 131.1 95.7 351.4 15.5 156.6 37.8 486.5 1388.9 33.6 28.1 75.8 8.1 7.4 51.3* 49.5 4.2 28.4 41.5 180.0* 111.2 39.3 145.8 186.2 339.6* 182.9 217.6 15.7 55.8 30.6 51.3 6.3 375.0 30.5 66.8 118.6 57.2 22.6 17.2 22.2 9.9 216.6 96.3 40.2 23.6 12.6* 25.7 11.2 3.7 12.7 523.3 167.7* 12.0 17.8 174.3*

NP (` Cr)

Bk Val (`)

Ansal Properties & I 5 1603 Arihant Superstructu 10 1603 Ashiana Housing Ltd. 2 1603 Ashoka Buildcon Ltd. 5 1603 B L Kashyap & Sons 1 1603 Brigade Enterprises 10 1603 C & C Constructions 10 1603 Consolidated Constru 2 1603 D B Realty Ltd. 10 1603 Delta Corp Ltd. 1 1603 Dilip Buildcon Ltd. 10 1603 DLF Ltd. 2 1603 DS Kulkarni Develope 10 1603 Emami Infrastructure 2 1603 Future Market Net 10 1603 Gammon India 2 1603 Ganesh Housing 10 1603 Gayatri Projects 2 1603 Godrej Properties Lt 5 U1703 HDIL 10 1603 Hind.ConstructionCo. 1 U1703 Hubtown 10 1603 IL&FS Engineering 10 1603 *Indiabulls Real Esta 2 U1703 IRB Infrastructure D 10 1603 ITD Cementation Indi 1 1612 IVRCL 2 1603 J Kumar Infraproject 5 1603 JaiprakashAssociates 2 1603 Jaypee Infratech Ltd 10 1603 JMC Projects 10 1603 KNR Constructions 2 1603 Kolte-Patil Develope 10 1603 LancorHoldings Ltd 2 1603 Madhucon Project 1 1603 Mahindra Lifespace D 10 U1703 Man Infraconstructio 2 1603 Manas Properties 10 1603 MarathonNextgenRea 10 1603 MBL Infrastructures 10 1603 NBCC (India) 2 1603 NCC 2 1603 Nila Infrastructures 1 1603 Nitesh Estates 10 1603 NoidaTollBridge 10 1603 Oberoi Realty 10 U1703 Omaxe Ltd. 10 1603 Parsvnath Developers 5 1603 Patel Engg. Ltd. 1 1611 Peninsula Land L 2 1603 Phoenix Mills 2 1603 PNC Infratech 2 1603 Poddar Housing 10 1603 Prestige Estates Pro 10 1603 Prozone Intu Propert 2 1603 Punj Lloyd 2 1603 Puravankara 5 1603 Ramky Infrastructure 10 1603 RPP Infra Projects L 10 1603 Sadbhav Engineering 1 1603 Shristi Infrastructu 10 1603 Simplex Infrastructu 2 1603 SKIL Infrastructure 10 1603 Sobha 10 1603 SRS Real Infrastruct 1 1603 Sunstar Realty Devel 1 1603 Sunteck Realty Ltd. 2 1603 Supreme Infrastructu 10 1603 SV Global Mill Ltd. 5 1603 TCI Developers Ltd. 10 1603 Texmaco Infrastructu 1 1603 Unitech Ltd. 2 1603 Vascon Engineers Ltd 10 1603 Vipul Ltd. 1 1603 VKJ Infradevelopers 1 1603 Welspun Enterprises 10 1603 25 CONSUMER DURABLES IND. COMPOSITE Bajaj Electrical 2 1603 Blue Star 2 1603 BPL Ltd. 10 1603 Butterfly Gandhima 10 1603

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

29/13 171/66 250/116 232/127 33/16 260/145 60/8 6/3 62/35 218/77 476/179 197/101 86/54 104/35 94/18 21/10 125/58 169/100 585/285 109/52 48/18 173/82 66/37 164/57 272/178 193/118 7/4 296/106 17/5 16/5 309/183 212/101 204/79 40/22 65/33 493/332 62/34 366/360 346/149 147/35 206/118 102/69 20/10 15/7 25/11 418/256 199/146 25/11 121/43 30/13 445/285 169/99 1248/821 283/141 52/24 28/17 72/37 122/52 362/139 344/220 375/108 439/260 33/17 423/224 35/8 63/22 479/174 124/68 190/99 555/301 54/28 9/4 55/26 100/49 20/8 102/54

807 703 2298 4174 1153 4197 1104 1318 1476 3730 8051 40501 698 1083 773 5328 753 4477 13843 5561 8760 2030 2547 9162 10543 3051 4139 2287 26481 10116 1426 2952 1671 290 836 2867 1317 196 909 1010 16596 6853 827 388 236 13709 3978 2001 5453 2226 6881 3973 609 12522 670 5877 2997 2075 657 6570 1072 5221 2419 5902 752 1246 3162 2240 225 162 551 4306 937 1258 211 1573

18.0 72.3 16.1 22.1 26.9 66.4 27.9 22.8 14.2 39.6 81.1 25.5 73.1 69.9 59.9 19.9 15.4 17.5 32.4 5.5 11.8 50.0 29.0 10.1 56.3 22.6 6.6 42.5 46.5 54.4 12.3 112.8 27.2 20.7 4.2 25.5 34.6 314.5 29.0 30.5 10.8 146.9 43.2 54.3

58 388/203 3672 34.0 724/408 6744 43.0 100/26 390 275/138 514 DSIJ.in

DSIJ.in

Trailing P/E Ratio

310/190 89/57 3610/2475 695/311 1194/732 1880/1157 295/162 340/208 19/10 384/235 117/46 1571/1075 69/29 504/296 6800/4307 115/95 1290/707

2353 744 1573 2634 349 4908 248 1734 472 174 240 9895 511 43663 7542 23679 14255

25.4 12.1 34.7 50.0 19.9 69.2 27.5 13.8 24.2 57.4 58.0 67.8 49.7

12.6

348

115.1 22.1

-23 74.99 0 13.14 19.3 60 37.12 81 13.49 104.2

11380 1193

5

123.7

110 49.90

1612 1925.1 5.0 1612N 6472.2 1612 38.0 2.3 1612N 112.1 1612 2105.3 107.0 1612N 5944.0 1612 11647.9 102.8 1612N 34470.8 1612 352.2 14.4 1612N 871.3 1612 329.9 0.4 1612N 930.8 1703 384.2 5.6 1612 131.1 5.9 1612N 364.7

-9 12 11 22 -3 -11 -2 37

55.1 11.8 320.5 331.0 27.8 8.5 13.4

15 -14 -0 -17 -10 -10 -21

19.9 7.6 3.6 16.4 9.3 19.6 7.7 0.4 13.0 2.3 4.3 20.2 5.0 0.9 13.1 10.4 16.0

1612 576.2 1612 248.7 1612 110.2 1612 378.5 1612 38.3 1612 1799.3 1612 40.3 1703 1602.1 1612 156.8 1612 2525.9 1703 970.0 1703 193.0 1612 15946.2 1612 265.0 1612 143.0 1612 255.7 1612 86.4 1612 381.6 1612 468.5 1703 67146.0 1612 1267.1 1612 1017.5

1612N 1739.1 1612N 715.0 1612N 301.5 1612N 1239.1 1612N 128.0 1612N 5740.8 1612N 84.0 1612N 488.6 1612N 7469.5 1612N 42801.7 1612N 768.7 1612N 402.9 1612N 693.5 1612N 217.0 1612N 1187.5 1612N 1608.9 1612N 3664.9 1612N 3503.3

12 150.4 8 86.0 10 43.4 -40 90.7 24 6.2 -2 55.9 74 -9.9 -7 -20 3.1 16 1244.5 -14 2 3 4199.7 140 364.0 -13 -20.9 1 61.6 16 135.5 0 2.2 3 46.7 -5 6 318.3 -2 334.3

6 243 259 -6 200 167 -18 -78 58 61 1299 -225 15 42 109 981 -7 51

74.99 46.46 89.24 0.00 74.96 47.75 74.92 63.87 68.74 29.16 52.62 74.98 0.00 69.88 34.32 44.38 68.16 38.65 44.96 46.31 31.20 30.31

0.3 0.3 0.2 0.1 0.6 0.0 0.5 1.8 0.0 1.1 1.0 0.0 0.9

19.6 15.4 18.6 19.8 36.1 8.4 11.9 5.7 16.7 16.3 21.9 23.9 26.7

1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

206.8 187.4 254.9 893.6 747.3 104.8 723.3 244.9 75.3 959.3 188.1 133.1

48 15 7 43 27 218 16 7 3 -1 8 14 -10

45.0 16.3 33.0 96.5 16.7 9.6 69.8 15.3 4.4 70.3 24.7 10.7

257 11 196 51 272 89 1118 20 -29 41 22 -5

70.33 0 0.06 65.27 0 0.10 44.47 10 26.62 50.10 0 0.20 64.17 0 4.51 51.00 0 16.76 39.64 0 0.00 37.67 1 19.30 60.85 0 0.43 84.32 0 0.27 52.89 0 6.01 52.55 0 0.25 64.27 0 0.16

10.6 6.4 30.0 9.6 31.9 39.5 9.8 19.0 10.5 2.1 22.2 8.5 10.3

605 827.75 860/196 378 307.90 337/134 7216 2432.70 2560/1781 531 333.55 453/71 1664 152.55 168/82 1517 657.40 838/635 157 138.85 160/53 787 282.65 405/187 271 255.00 283/136 157 13083.00 14971/5558 2813 406.35 455/106 550 188.30 212/118 291 58.30 68/48

0.3 0.0 1.3 0.1

7.9 11.1 8.3 2.1

1703 206.1 1612 75.7 1612 973.4 1612 521.0

7.3 8.2 1612N 227.5 3.1 1612N 3077.4 0.3 1612N 1462.8

3 10 17 20

21.2 11.4 3.9

21 76 -14

51.77 0 15.04 74.35 0 0.08 72.51 16 0.75 74.47 15 0.75

14.9 17.1 5.4 4.5

1248 733 381 351

71.7 56.7 719.6 75.7 275.7 231.5 36.4 226.4 76.8 28.4 283.1 68.1 55.3

42.4 38.7 18.7 26.1 1.6 13.9 -1.2 94.1 0.4 331.4 -74.5 2.9 934.2 363.0 1.0 29.1 56.2 2.9 18.1 8151.0 102.1 103.4 17.6 6.5 63.9 6.3 31.6 -0.9 3.6 21.2 5.1 2.0 12.2 8.6 3.7

313.00

Entprise Value (` Cr)

0.0 0.5 0.6 0.0 0.8 2.1 -3.6 0.5 1.8 0.1 11.9 0.4 0.3 -0.8 1.1 0.1 0.0 1.0 0.3 0.4 0.9 0.1

3.38

2217 305.05 276 81.15 1593 3012.20 2665 645.70 347 924.00 4779 1757.70 221 203.90 983 243.80 290 13.69 207 275.60 226 86.95 9932 1419.70XB 481 47.65 43661 491.80 7573 6500.15 3448 103.10 15112 1191.10

52-Week High/Low

1.6 8.2 17.2 14.5 8.4 7.7 4.0 3.8

(05/05/17)

1.6 0.1 0.4 1.4 0.4 0.9 1.5 0.2

38 44.86

35.10 50.1 0.12 27.2 12.59 12.8 10.63 16.2 0.07 7.2 14.94 14.6 14.41 5.8 4.60 34.7 2.08 62.4 4.51 7.5 0.00 13.4 12.73 16.6 0.10 62.7 26.14 109.5 20.21 14.4 13.05 296.5 14.92 38.3

CMP (`)

27.5 1612N 3018.8

33 0 0 0 76 0 7 0 35 0 0 0 0 0 1 99 0

MARKET RELATED DATA Market Cap (` Cr)

37.6 1612 966.1

44.04 51.96 56.03 74.96 74.85 74.25 44.84 56.21 57.70 58.05 75.01 74.99 74.93 53.05 70.31 74.71 74.99

No. of Shareholder (in’ 000)

0.3

6.4 1612N

78 221 20 83 3 52 36 32 38 -64 37 468 -12 7 -4 31

Inst. Stake (%)

4 9

0.8 0.4

28.4

Pledged (%)

28.2 1612N 2004.6 2.8 1612N 389.6

44.1 1612

Prom. Stake (%)

NP (` Cr)

47.3 1612 720.0 3.2 1612 130.8

0.0

NP Growth (%)

Sales Growth (%)

15.6

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

Year / Months

50

7.7 5.2 66.0 7.5 10.1 14.0 7.6 7.3 17.5 39.9 20.1 15.9 21.3

NP (` Cr)

65.0

0.2 1.2 0.5 0.0 0.2 0.4 0.4 1.1 1.4 0.0 1.4 0.0 -1.2 0.0 0.0 2.2 0.0

Sales (` Cr)

83.2 19.2 33.2 48.3 16.3 55.7 5.5 62.6 -17.9 4.6 -11.3 126.5 -9.1 563.2 89.3 236.1

Latest Qtr. Year

3 207 3 16 1 13 8 23 -4 -12 22 262 13 6 4 -11 11

RONW (%)

329.4 35.2 1612N 1067.7 285.9 3.4 1612N 939.5 141.0 11.4 1612N 400.5 454.4 15.6 1612N 1311.5 76.6 2.6 1612N 263.1 262.7 -8.0 1612N 1405.8 29.4 1.4 1612N 95.2 531.8 6.5 1612N 1938.2 139.1 -9.7 1612N 535.1 53.9 0.8 1612N 161.1 1.5 -2.9 1612N 25.3 180.1 56.1 1612N 483.1 54.1 -7.2 1612N 147.3 3892.1 255.8 1612N 9343.3 428.2 29.7 1612N 1237.7 2087.1 -509.8 810.1 55.4 1612N 2926.2

DERatio

Eveready Industr 5 1603 36.3 91 1323 50.6 7.0 2.00 Fedders Lloyd Co 10 1603 34.0 123 1031 21.6 8.5 0.75 Hawkins Cookers 10 1603 5.3 115 544 40.3 76.3 60.00 IFB Industries 10 1603 41.3* 101 1501 31.4 7.6 Indo National 10 1603 3.8 446 315 16.9 45.2 25.00 Johnson Controls-Hit 10 1603 27.2 132 1660 50.0 18.4 1.50 KDDL Ltd. 10 1603 10.8 80 119 6.6 6.1 1.50 Lloyd Electric 10 1603 40.3* 192 2383 56.1 13.9 1.30 Mirc Electronics 1 1603 21.2 7 772 -27.0 -1.3 Panasonic Energy Ind 10 1603 7.5 126 241 16.5 22.0 7.00 Sharp India 10 1603 25.9 5 30 -14.1 -5.4 Symphony 2 1603 14.0* 44 415 123.0 23.4 25.00 Timex Group India 1 1603 10.1 -6 173 -9.3 -0.9 Titan Company 1 1603 88.8 40 11265 705.9 8.0 2.20 TTK Prestige L 10 1603 11.7 619 1525 114.8 98.5 27.00 Videocon Industries 10 U1612 334.5 267 10344 -1367.9 -40.9 Whirlpool of Ind 10 1603 126.9* 91 3488 247.4 19.5 26 CONTRACEPTIVES IND. COMPOSITE 11 61 16 Cupid Ltd. 10 1603 11.1 33 61 15.9 14.3 3.00 27 COURIERS IND. COMPOSITE 41 3039 210 Blue Dart Expres 10 1603 23.7 169 2554 189.9 80.0 30.00 Gati Ltd. 2 1603 17.6 70 485 19.8 2.2 1.00 28 CYCLES & ACCESSORIES IND. COMPOSITE 37 3941 730 Tube Investments 2 1603 37.5* 103 3941 729.9 38.9 5.00 29 DIAMOND CUTTING/PRECIOUS METALS/JEWELLERY IND. COMPOSITE 484 59089 1021 Gitanjali Gems 10 1603 118.6 250 8604 48.8 4.1 0.50 Goldiam Internat 10 1603 24.9 75 132 15.3 6.1 2.50 PC Jeweller L 10 1603 179.1 130 7259 400.9 22.4 3.35 Rajesh Exports L 1 1603 29.5 111 38619 475.3 16.1 1.00 Renaissance Jeweller 10 1603 19.1 208 1143 33.5 17.5 2.00 Thangamayil Jeweller 10 1603 13.7 100 1272 10.5 7.7 1.00 *Tribhovandas Bhimji 10 U1703 66.7 69 1700 18.5 2.8 Vaibhav Global Ltd. 10 1603 32.5 146 361 18.2 5.6 30 DIVERSIFIED IND. COMPOSITE 4467 353157 39605 3M India Ltd. 10 1603 11.3 895 2103 200.9 178.4 Andhra Sugars Lt 10 U1603 27.1* 205 869 42.3 15.6 5.00 Andrew Yule & Co 2 1603 97.8 3 360 8.4 0.2 Balmer Lawrie & 10 1603 114.0* 87 2712 163.2 14.3 20.00 *Beardsell Ltd. 2 1603 5.6* 13 150 3.3 1.2 0.24 Century Textiles 10 1603 111.7 198 7988 -54.5 -4.9 5.50 Cimmco 10 1603 20.1 -12 67 -11.8 -5.9 DCM Shriram 2 U1703 32.5 164 5732 522.1 32.1 5.80 Gillanders Arbut 10 1603 21.3 88 793 -22.7 -10.6 Grasim Inds. 2 1603 93.4* 265 8980 953.3 20.4 4.50 Kesoram Industri 10 U1703 117.3 23 3748 -124.1 -10.6 *Kokuyo Camlin 1 U1703 10.0 22 640 1.0 0.1 L&T 2 1603 186.7* 436 59780 5311.5 56.9 18.25 Mawana Sugars Ltd. 10 1603 39.1 -97 1485 2.2 0.5 Mercator Ltd. 1 1603 27.0 27 588 16.9 0.6 0.10 Nava Bharat Ventures 2 1603 35.7* 146 989 111.2 6.2 3.00 Nesco Ltd. 10 1603 14.1 467 257 132.9 94.3 8.50 Orient Paper 1 1603 21.2* 20 1820 21.0 1.0 0.25 Prakash Indus. 10 1603 142.5* 149 2055 20.6 1.4 *Reliance Inds. 10 U1703 3251.3* 739 242025 31425.0 96.7 11.00 Sintex Industrie 1 1603 54.5* 97 4828 549.6 10.1 0.70 Voltas Ltd. 1 1603 33.1 63 5187 332.9 10.1 2.60 31 DYES & PIGMENTS IND. COMPOSITE 177 8496 643 AksharChem (India) 10 1603 7.3 116 188 16.6 22.8 3.50 Asahi Songwon Colors 10 1603 12.3 111 224 21.0 17.1 2.00 *Atul Ltd. 10 U1703 29.7 518 2695 285.3 96.2 Bhageria Industries 5 1603 8.0 49 238 15.3 9.6 2.50 Bodal Chemicals 2 1603 21.8 22 910 86.6 7.9 0.60 Clariant Chemicals ( 10 1603 23.1 274 1182 52.9 18.3 150.00 Dynemic Products 10 1603 11.3 56 129 7.5 6.6 1.50 Kiri Industries 10 1603 27.8 57 888 9.1 3.3 Poddar Pigments 10 1603 10.6 103 326 18.3 17.3 2.50 Polson Ltd. 50 1603 0.6* 8237 104 16.2 1346.1 Sudarshan Chem. 2 1603 13.8 47 1207 71.6 10.3 3.00 Ultramarine Pig. 2 1603 5.8 39 220 27.4 9.4 3.50 Vidhi Specialty Food 1 1603 5.0 11 185 14.7 2.9 0.80 32 EDIBLE OILS & SOLVENT EXTRACTION IND. COMPOSITE 262 45344 -587 *Agro Tech Foods Ltd. 10 U1703 24.4 150 807 29.0 11.9 2.00 AVT Natural Prod 1 1603 15.2 14 267 23.3 1.5 0.40 Gokul Agro Resources 2 1603 26.4 13 3631 14.2 1.1 Gokul Refoils & Solv 2 1603 26.4 20 1643 5.7 0.4 -

SHAREHOLDINGS

YEAR TO DATE

Sales (` Cr)

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

374/251

22 340 17.2

60 4796.00 6333/4162 11425 73.2 135.30 189/107 1420 42.5

0 27.92

22.9

13063

696.90

18 730/415 12970 16.4

31.04 79 12.35 56.91 0 0.01 68.48 0 25.04 53.94 0 20.46 75.00 0 2.85 70.34 15 6.93 74.11 0 2.72 68.27 0 18.35

69.8 10.1 18.4 30.8 12.5 2.9 17.5 4.7

813 221 7686 18235 306 349 622 1530

68.55 88.65 429.05 617.60 160.20 254.60 93.20 470.00

94/34 99/46 531/289 629/423 168/117 334/158 102/56 489/236

0 0 0 0 0 0 0 0 0 1 28 0 0 4 23 0 0 0 47 0 55 0

5554 219 8340 11045 411 467 1229 1614

29 18.9 16.5 19.2 44.7 10.0 36.5 33.6 104.1

18 11.71 16.3 12733 11303.10 15200/10055 12368 61.0 0.92 14.7 868 320.25 340/135 1131 8.4 4.80 28.3 1897 38.80 41/18 1875 12.61 39.2 2643 231.80XB 287/141 2212 16.8 0.52 4.3 256 91.15XB 104/17 279 34.6 24.23 65.8 12787 1144.80 1180/580 17400 0.87 48.2 172 85.55 114/56 220 11.77 42.6 5947 366.15 392/153 6898 11.4 5.88 15.1 155 72.45 85/53 489 49.71 152.5 55533 1189.50 1237/782 57112 38.2 10.65 89.8 1709 145.75 202/105 5969 0.06 19.7 999 99.60 108/69 1026 56.88 923.6 160975 1724.85 1771/1224 171516 23.9 2.11 47.9 342 87.35 94/29 591 0.8 15.05 81.4 1243 46.05 55/25 2014 21.67 21.6 2580 144.45XB 155/77 2917 21.6 8.55 12.8 3570 2533.15 2650/1480 3563 20.2 21.71 24.3 1826 86.05 96/42 2180 37.3 5.39 49.6 1229 86.20 93/33 1861 19.5 34.42 2501.3 431972 1328.60 1465/926 517436 13.7 36.17 212.6 6073 111.50 117/70 10090 11.6 46.93 108.6 13833 418.05 429/286 13820 29.3

512.25 48.15 28.85 26.60

633 418 7479 534 1804 1489 187 1056 270 222 3105 538 329

26 12.4 16.7 25.3 14.3 13.8 57.2 13.0 9.0 12.9 10.9 30.5 17.2 20.5

20 609/422 1342 43.1 51/28 726 27.2 34/10 358 19.9 30/11 291 -

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

29

Databank

Updated as on May 05, 2017

30

52-Week High/Low

Entprise Value (` Cr)

Trailing P/E Ratio

44.0 -10.5 89.0

31 67.66 -211 54.05 28 67.73

0 5.06 0 25.45 3 27.05

13.5 7.0 29.9

1463 780 4532

43.3 4.3 -11.1 2.4 8.5

3478.8 440.5 635.6 76.3 312.5

-6 -6 26 4 184

134.6 9.3 -27.1 9.2 25.5

12 97 -2 46 262

57.96 33.84 45.32 65.84 62.91

0 26.76 0 16.70 0 2.46 0 0.00 0 1.51

24.8 20.3 24.6 1.4 35.7

3048 561 193 168 696

796.50 992.00 28.50 440.00 34.80

22 831/462 3283 17.8 1120/720 721 47.5 37/24 690 525/243 165 13.9 52/19 721 17.7

23.4 1612N 932.4 -2.0 1612N 589.9 3.5 1612N 39.0

-7 -12 4

50.3 -45.5 13.0

-21 65.21 -529 58.79 28 65.20

0 20.97 0 11.12 0 0.00

99.2 29.1 7.5

2285 1171 227

116.95 292.95 473.20

26 137/70 2459 33.2 327/144 1796 579/424 154 13.9

0.0 0.1 0.0

13.3 1612 162.7 3.0 1612 62.6 35.1 1612 198.1

6.50 2.50 0.07

0.4 0.6 0.9 0.0 0.5

20.5 2.6 24.2 10.9

2.00 10.00

0.1 0.7 0.0

4.6 1612 337.6 - 1612 236.6 18.2 1612 11.5

1612 1132.6 1612 166.6 1612 214.3 1612 23.3 1612 97.7

1612N 1612N 1612N 1612N 1612N

112.4 -24.1 1612N 464.5 33.4 1.9 1612N 106.6 102.8 4.5 1612N 281.6 30.3 26.7 156.4 30.3 635.6 10.2 1612N 2296.7 333.5 23.8 1612N 1023.5 6.2 -2.0 1355.0 198.1 1612N 3893.0 128.4 2.6 1612N 369.4 486.1 -20.6 1612N 1336.0 112.9 6.6 1612N 350.5 46.0 1.1 1612N 144.1 3.0 0.7 1612N 9.9 390.7 46.8 307.5 26.6 1612N 915.4 13.9 -0.3 1612N 58.2 84.1 4.5 1612N 224.9 673.7 64.0 1612N 1817.8 192.7 6.1 1612N 584.7 160.0 7.7 1612H 311.3 433.2 2.1 1612N 1160.4 0.5 5.7 1612N 2.7 640.9 28.1 1612N 1968.8 205.4 13.3 1703Q 205.4 778.3 93.1 28.3 0.0 1612N 90.1 57.7 0.2 1612N 185.0 33.6 2.0 1612N 84.4 475.6 -146.7 1612N 1269.6 61.2 -2.4 1612N 441.8

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

-24 -59.5 1 6.7 10 11.1 -6 -9 -2 29.6 8 76.4 -78 7 576.2 19 14.8 1 -75.9 4 25.2 6 4.8 -12 2.4 3 9 83.3 -16 6.8 20 11.8 12 147.6 4 19.7 15 12.4 1 16.1 -33 24.6 11 129.4 -2 13.3 9 15 0.7 -6 1.5 -7 8.4 -27 -542.2 5 0.2

-16 -20 -21 161 -12 -2 245 54 33 -11 -77 15 -51 -28 34 10 46 273 -39 39 -14 35 -52 -7 -141 -99

40.83 36.15 56.69 75.00 15.80 75.00 43.75 74.61 51.00 50.19 29.57 73.72 74.71 75.00 51.00 58.89 69.47 48.60 74.99 44.03 75.00 65.43 72.80 59.33 66.40 89.77 53.66 57.50 40.49 72.10 69.28

96 0 0 0 0 0 0 0 0 11 8 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 78 0 0 24 34

16.90 64.0 0.00 1.1 24.37 82.2 12.98 9.7 51.67 145.3 48.66 110.0 7.18 4.5 23.97 2.9 6.93 19.5 29.18 75.7 8.68 27.1 10.48 53.6 11.90 14.6 7.44 45.8 0.15 50.8 0.00 4.5 0.15 2.4 10.66 21.2 7.42 52.4 1.71 10.8 22.57 56.9 6.28 10.5 51.61 18.2

11.05 29.1 7.28 6.2 16.59 13.7 0.00 12.4 32.76 44.1 4.31 93.7 25.71 26.7 0.00 5.1 35.60 62.2 27.82 9.5 12.52 5.5 4.27 9.5 2.70 2.0 2.14 35.5 33.51 45.5 18.25 15.4 0.06 9.8 0.00 4.9 15.60 10.7 1.51 14.6 15.31 6.4 10.57 18.4 14.28 20.4 22.61 36.3 18.54 11.4 4.61 102.6 2.85 10.1 2.31 12.3 0.01 4.4 0.52 16.2 10.70 33.4

1616 165 328 205 150 874 516

CMP (`)

6.00 3.05 1.10

50.7 4.4 11.2 5.9 4.4 33.7 11.1

(21/04/17)

Pledged (%)

5 -29 11

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

9 124.9 73 66.17 0 0.79 3 9.1 4 70.86 0 0.35 -8 32.2 -26 55.24 5 29.46 -24 8.3 -19 65.75 0 0.00 15 0.2 -92 73.80 0 6.39 -23 -189.0 -1827 57.28 55 0.58 7 - 71.67 14 0.00

Market Cap (` Cr)

Prom. Stake (%)

11.5 1612N 503.4 -11.7 1612N 240.5 35.1 1612N 553.8

11.5 6.0 15.6 20.1 46.0 11.9 27.1 3.2 9.9 21.6 10.4 1.6 8.9 3.4 23.7 0.7

1612N 2268.0 1612N 120.4 1612N 3002.0 1612N 283.9 1612N 206.6 1612N 15161.5 -

No. of Shareholder (in’ 000)

NP Growth (%)

Inst. Stake (%)

NP (` Cr)

0 0 0 0 100 65 0 0 0 0 0 0 0 76 12 0 0 0 0 0 0 73 72

4.00 0.2 - 0.0 1.70 0.0 3.00 0.4 - 0.1 - 2.3 - 0.0 - 1.0 0.25 0.3 6.00 0.0 0.25 0.9 0.10 1.5 5.50 0.1 - 33.8 - 0.5 1.00 0.2 - 0.6 1.60 0.5 - 5.2 4.00 0.1 0.70 0.0 - -1.6 0.50 0.7

Year / Months

74.99 23.98 68.18 59.41 34.42 34.37 62.99 65.65 50.50 61.60 74.24 72.14 75.00 49.42 15.99 51.64 65.00 28.68 74.99 64.07 65.16 31.17 10.27

NP (` Cr)

Sales Growth (%)

44 79.5 25.9 29.2 52.5 19.3 37.4 44.5 30.9 36.6 15.7 37.6 17.0 17.7 57.1 -

Sales (` Cr)

29339 191 32768 801 4888 14645 174 593 1225 28999 1679 1329 2618 473 408 253 362 383 3637 403 8679 561 281

98 34 -23 11 429 -93 132 -33 28 40 -44 24 32 -40 54 136 3 -64 -5 58 234 -153

867.6 45.4 39.5 2.8 1042.0 10.8 89.1 1.8 92.1 0.0 5032.0 -216.8 1138.3 15.3

1612 1612 1612 1703 1703 1612 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1703 1612 1612 1612 1612 1612

1482/950 227/84 184/108 708/435 89/56 239/126 377/161 75/24 60/33 499/304 51/30 198/74 948/588 74/37 20/13 76/40 210/107 267/166 174/127 450/295 213/76 101/31 72/35

0.8 755.9 19.5 170.6 204.3 -3.1 3.3 43.4 444.3 24.1 12.9 55.9 -23.3 10.6 11.5 1.5 13.5 -10.2 16.4 109.9 6.3 -5.9

1612 1612 1612 1612 1612 1612 1703

11.3 10.4 12.4 2.4 12.3 23.7 0.5 9.0 7.3 10.9 17.4 15.1 7.1 15.2 13.7 13.8 5.5 1.5 8.2 9.8 10.4 83.8 1.8 2.8 12.1 3.3

MARKET RELATED DATA

8 342 15 26 15 258 70 74 -23 13 12 -21 19 11 6 11 50 4 -12 112 13 -7 -44

11.4 16.6 8.3 18.7 6.2 12.0

- 1.0 3.50 0.0 5.00 0.0 - -0.9 - 0.1 - 1.6 1.50 0.1 - 0.9 14.00 0.0 - 1.1 - -2.4 1.00 0.0 0.30 0.6 - 0.0 4.00 0.0 6.50 0.0 1.50 0.0 0.10 0.4 10.00 0.0 3.00 0.2 2.00 0.0 0.50 0.3 20.00 0.0 5.00 0.0 5.50 0.0 3.00 2.4 0.50 0.9 1.00 0.0 6.60 0.0 - 20.5 - 2.0

SHAREHOLDINGS

YEAR TO DATE

2491.5 146.8 12.9 0.4 1612N 32.8 2191.3 373.5 1612N 4913.7 98.6 7.1 1612N 291.1 1160.1 42.4 1612N 3476.9 888.9 57.4 1612N 2899.8 60.7 2.4 1612N 178.9 10.0 0.0 1612N 40.7 183.6 12.2 1612N 497.8 1506.0 153.0 1612N 4425.1 379.1 9.3 1612N 1087.6 212.3 9.4 1612N 640.7 124.3 17.7 1612N 379.5 144.6 -12.3 1612N 421.0 58.8 3.5 1612N 164.8 49.6 4.3 1612N 136.4 72.4 0.2 1612N 246.9 90.9 4.0 1612N 272.1 427.8 9.7 1612N 972.5 28.2 4.8 1612N 91.0 459.6 28.0 1612N 1527.4 77.9 5.2 1612N 199.7 48.6 -4.6 1612N 169.4

Sales (` Cr)

Latest Qtr. Year

0.4 0.0 0.4 0.8 1.1 3.8 3.0

RONW (%)

0.80 2.00 0.10 0.18 -

DERatio

Guj. Amb.Exports 2 1603 22.9 80 2736 103.6 9.0 IVP 10 1603 10.3 60 155 10.4 10.1 JVL Agro Industries 1 1603 16.8 34 4110 47.6 2.8 Kriti Industries 1 1603 5.0 13 463 11.7 2.4 Modi Naturals 10 1603 11.1 28 272 2.0 1.8 Ruchi Soya Inds. 2 1603 66.8 36 27735 -878.7 -26.3 Sanwaria Agro Oi 1 U1703 36.8 9 3526 44.1 1.2 33 ELECTRIC EQUIPMENT IND. COMPOSITE 1074 37319 1685 ABB India 2 1612 42.4 155 8648 376.3 17.8 Amba Enterprises 5 1603 6.3* 11 14 0.8 0.6 Bharat Electroni 1 1603 223.4 39 7295 1357.7 6.1 Centum Electronics L 10 1603 12.8 126 332 32.4 25.4 CG Power and Indust 2 1603 125.3 66 4291 -1092.0 -17.4 Crompton Greaves Con 2 1603 125.3 4 1812 105.2 1.7 ECE Industries 10 1603 7.7 182 155 -1.1 -1.4 Elpro Internl. 2 1603 13.8 21 45 -3.5 -0.5 Genus Power Infrastr 1 1603 25.7 26 858 78.5 3.1 Havells India 1 1603 62.5* 42 5437 715.4 11.4 HBL Power Systems Lt 1 1603 25.3 24 1288 19.4 0.8 HPL Electric & Power 10 1603 64.3 58 1115 37.0 5.8 Igarashi Motors Indi 10 1603 30.6 96 445 63.6 20.8 Kirloskar Elect 10 1603 66.4 3 548 -31.1 -4.7 MIC Electronics Ltd. 2 1603 44.1 10 218 -110.9 -5.0 Modison Metals L 1 1603 3.2 32 168 10.9 3.4 PG Electroplast Ltd. 10 1603 16.4 73 260 1.9 1.2 Salzer Electr. 10 1603 14.3 134 361 17.0 11.9 Schneider Electric 2 1603 47.8 3 1403 -18.2 -0.8 Swelect Energy Syste 10 1603 10.1 655 61 22.3 22.0 V-Guard Ind.Ltd. 1 1603 42.5* 11 1862 111.7 2.6 Websol Energy System 10 1603 22.0 -102 280 -9.9 -4.5 Zicom Electronic 10 1603 41.2 56 423 1.7 0.4 34 ELECTRIC EQUIPMENT - G ENSETS/TURBINES IND. COMPOSITE 76 1836 168 Honda Siel Power 10 1603 10.1 361 673 48.8 48.1 TD Power Systems Ltd 10 1603 33.2 149 455 15.0 4.5 Triveni Turbine 1 1603 33.0 9 708 103.8 3.1 35 ELECTRIC EQUIPMENT - T RANSFORMERS IND. COMPOSITE 81 6834 169 Apar Industries 10 1603 38.3 200 5010 157.0 41.0 Bharat Bijlee 10 1603 5.7 482 640 7.2 12.7 Emco Ltd. 2 1603 13.6 82 806 -25.4 -3.7 Shilchar Technologie 10 1603 3.8 98 102 9.1 23.8 Ujaas Energy 1 1603 20.0 10 277 20.9 1.0 36 ELECTRODES - GRAPHITE IND. COMPOSITE 84 2223 81 Graphite India Ltd. 2 1603 39.1 91 1347 82.4 4.2 HEG Ltd. 10 1603 40.0 231 828 -15.2 -3.8 Panasonic Carbon Ind 10 1603 4.8 154 49 13.5 28.1 37 ENGINEERING IND. COMPOSITE 1072 54027 5340 A2Z Infra Engineer 10 1603 144.9 57 961 -44.7 -3.1 Ador Fontech Ltd 2 1603 3.5 53 143 10.4 5.9 Ador Welding Ltd. 10 1603 13.6 161 407 22.6 16.7 Artson Engg. 1 U1703 3.7 -10 101 27.2 7.4 Astra Microwave 2 U1703 17.3 52 425 56.6 6.5 BGR Energy Systems 10 1603 72.2 191 3188 33.0 4.6 Carborundum Uni. 1 1603 18.9 50 1299 116.3 6.2 Coromandel Engg. 10 U1703 33.2 9 31 -7.3 -2.2 Cummins India Lt 2 1603 55.4 114 4724 751.9 27.1 Dynamatic Techno 10 1603 6.3 433 431 1.3 2.0 Electrotherm (In 10 1603 12.7 -975 1862 -218.3 -171.3 Esab India 10 1603 15.4 205 451 28.3 18.4 GEE Ltd. 2 1603 4.7 26 190 4.6 1.9 GKW L 10 1603 6.0 170 12 11.1 18.6 Greaves Cotton 2 U1703 48.8 42 1634 180.6 7.4 Grindwell Norton 5 1603 55.4* 61 1158 101.5 9.2 Hercules Hoists 1 1603 3.2 59 91 13.3 4.2 High Ground Enterpri 1 1603 11.5* 8 248 14.1 1.2 Honeywell Automation 10 1603 8.8 1142 2188 138.5 156.7 Ion Exchange (India) 10 1603 14.7 171 800 34.5 23.5 *Kennametal India 10 1606 22.0 172 570 20.7 9.4 Kirloskar Bros. 2 1603 15.9 101 1656 11.8 1.5 Kirloskar Industries 10 1603 9.7 753 5 60.3 62.1 Kirloskar Oil Engine 2 1603 28.9 100 2455 140.5 9.7 KSB Pumps Ltd. 10 1612 34.8 170 827 61.8 17.7 *L&T Technology Serv 2 U1703 20.3 53 3113 449.0 44.2 Lokesh Machines 10 1603 17.0 68 121 2.1 1.3 Manugraph India Ltd. 2 1603 6.1 71 271 6.0 2.0 Mazda Ltd. 10 1603 4.3 234 122 12.0 28.3 McNally Bharat E 10 1603 57.4* 18 2417 -303.8 -52.9 Nitin Fire Protectio 2 1603 58.5 6 460 5.4 0.2

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

140.90 160.00 19.55 41.40 135.00 26.15 14.01

29928 1412.30 195 154.05XB 40094 179.50 782 613.35 4873 77.75 14218 226.85 181 234.00 456 65.90 1070 41.60 30343 485.40 1171 46.30 833 129.60 2722 889.30 276 41.60 303 13.74 234 72.20 287 175.05 296 206.35 3463 144.85 377 372.80 8680 204.40XB 209 95.30 153 37.05

147/49 1929 10.4 188/74 154 15.4 25/14 339 9.1 50/21 247 21.1 179/77 184 32/18 5241 16/4 1350 11.7

40 1442.80 1750/1160 1308 24.6 234.60 266/155 615 137.35 148/104 4506 36.7

26 664 45.80 53/22 1489 156 89.00 96/82 128 18.0 456 335.50 349/255 442 23.1 218 59.00 62/38 269 8.0 1131 130.60 139/102 1102 20.0 1162 161.05 182/99 2930 20.2 5498 291.45 307/192 5547 52.1 178 53.55 64/31 201 28588 1031.30 1096/747 28498 38.5 1696 2673.95 3650/1865 1990 64.5 237 185.60 253/52 3130 962 624.95 671/531 911 27.8 153 64.55 67/32 188 44.3 240 401.45 730/390 217 74.9 4037 165.30 178/115 4016 22.3 4314 389.60XB 404/305 4196 38.4 517 161.55 196/132 518 85.0 272 23.60XB 59/21 299 14.3 9971 11278.00 11350/8021 9598 56.8 590 402.15 440/254 627 16.2 1438 654.40 775/555 1372 58.3 2116 266.45 297/116 2350 62.0 1271 1309.00 1622/590 1227 28.4 5728 396.10 405/229 5689 32.4 2431 698.30 768/550 2238 40.8 7861 773.05 931/731 7890 17.5 170 100.05 110/61 265 73.4 181 59.40 71/40 159 41.5 148 347.50 392/259 140 13.0 274 47.70 82/46 2205 678 23.20 38/21 994 DSIJ.in

DSIJ.in

52356 489 24 637 8.8 0.8 0.16 0.5 506 2984 52.7 12.6 4.00 0.2 135 25630 -913.4 -3.7 0.40 0.0 305 205 13.1 26.6 - 0.0 743 143 10.6 72.9 2.50 0.0 378 140 16.6 28.8 5.00 0.0 48 519 43.2 3.8 1.10 0.5 97 230 18.4 12.6 3.00 0.0 182 78 -3.7 -2.7 2.50 0.4 86 3880 481.3 21.7 - 0.8 4 26 1.3 0.4 - 1.0 1259 3879 174.0 236.6 20.00 0.3 49 299 22.5 7.0 2.25 0.1 1301 2528 219.9 200.7 40.00 0.0 36 824 66.7 3.7 1.62 0.0 173 532 116.9 27.0 3.00 0.6 409 189 22.4 107.3 31.00 0.0 1 5939 46.8 0.1 - 9.0 68 1033 124.7 10.9 5.00 0.2 41 728 21.6 1.0 0.25 0.1 66 310 6.3 0.5 0.80 0.0 -14 543 -4.7 -4.2 - -24.9 30 802 -71.7 -12.6 - 3.5 11 280 14.3 2.2 - 0.3

2.9 2.5 8.7 9.8 7.6 8.0 13.0 25.1 10.2 18.8 14.4 15.4 10.2 15.6 26.2 7.6 16.0 2.4 0.8 19.5

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

187.8 4.8 1612N 521.2 719.5 21.7 1612N 1518.7 6325.4 93.5 1612N 18612.3 49.8 8.8 1612N 112.1 82.2 10.7 1612N 141.3 52.4 4.7 1612N 118.8 219.7 -7.5 1612N 577.1 66.6 5.8 1612N 186.9 12.4 0.6 1612N 44.4 1106.3 116.6 1612N 2205.3 6.9 0.4 1612N 21.7 744.3 46.8 1612N 2176.4 53.6 -1.2 1612N 169.0 582.0 51.3 1612N 1720.3 171.4 8.7 1612N 490.5 133.1 23.4 1612N 382.8 55.1 4.8 2550.5 364.2 1612N 5643.1 331.1 31.2 1612N 879.0 257.7 2.9 1612N 875.1 81.7 3.3 1612N 250.1 113.8 -23.9 1612N 336.8 99.9 -16.8 1612N 275.3 77.8 5.2 1612N 213.2

16 12.3 -23 -102.0 19 280.3 -21 0.6 12 13.9 24 9.8 75 -8.0 10 17.2 -20 14.1 -6 187.6 17 1.2 -21 133.3 -4 10.9 -6 122.3 -8 26.6 4 61.2 22 58 269.6 24 102.7 75 27.6 6 12.3 20 -30.9 135 -39.0 12 11.8

175 -0 123 -75 16 27 -129 37 3159 -38 -3 7 323 -25 -9 -23 232 37 170 520 -48 -83 25

73.09 54.02 63.05 74.99 74.82 74.05 58.58 75.00 60.38 85.61 54.67 62.26 56.17 29.61 33.60 46.88 71.06 20.95 57.97 52.46 45.79 34.12 55.00 58.52

0 0 0 0 0 13 13 0 0 0 0 0 0 0 0 0 0 99 0 0 0 0 72 51

3.35 26.3 30.68 55.4 32.31 383.4 0.03 3.5 12.72 2.7 4.79 5.2 8.08 48.0 0.41 7.6 0.69 7.9 3.68 60.9 0.30 23.7 5.31 9.4 0.07 6.4 25.13 29.4 30.19 100.5 18.38 16.4 0.13 7.5 19.40 973.2 23.19 13.3 27.29 67.5 24.19 61.3 2.37 21.5 5.03 70.3 0.12 11.3

732 62.35 5659 1358.80 42233 172.55 291 590.00 742 5100.00 299 518.30 682 60.80 780 533.75 234 171.15 4380 197.35 148 43.25 4700 6392.65 377 118.25 4828 4406.80 1483 82.65 1112 256.80 523 2506.55 10200 20.30 4576 400.75XB 2133 97.20 1391 120.50 295 268.15 562 147.75 411 63.30

21271 2454 0 1.0 0.3 252 -90.7 -11.4 257 43.7 5.8 1.20 23 5.8 2.1 1060 -204.9 -10.6 2228 419.9 3.9 171 24.1 3.0 509 100.0 21.0 1.00 1179 113.2 12.0 1179 -171.3 -2.1 1221 30.5 3.2 100 0.4 0.0 3 0.4 0.0 1 0.0 0.0 0.00 56 -1.9 -0.8 232 42.5 7.5 429 -21.6 -3.4 1 -2.7 -0.4 188 11.9 3.9 47 4.1 1.7 1.20 119 8.4 0.4 1740 114.1 24.4 2.00 61 -8.8 -1.7 215 7.5 4.3 1.50 375 55.4 20.4 1.40 877 -23.2 -0.3 108 0.2 0.1 0.60 2404 867.3 22.0 15.50 546 94.3 15.8 1.75 86 4.5 1.3 667 101.5 0.6 349 51.0 18.5 8.00 4207 859.3 8.9 2.25 384 18.7 0.4 0.15

5.8 7.1 6.9 382.5 5.1 13.0 9.5 4.9 0.3 0.2 0.1 34.7 8.6 17.1 0.8 13.4 4.0 14.9 0.2 24.7 17.7 4.0 2.7 11.5 28.4 3.1

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612

0.0 0.4 1612N 0.0 60.5 -22.8 1612N 183.3 83.9 8.0 1612N 199.1 5.3 1.7 1612N 17.3 244.8 -72.1 1612N 715.1 475.4 47.9 1612N 1502.1 19.6 -6.8 1612N 61.2 150.6 16.3 1612N 391.1 235.9 39.3 1612N 994.8 337.6 -44.4 1612N 960.7 288.5 0.2 23.7 0.2 1612N 69.3 0.9 0.2 1612N 2.7 5.3 0.1 1612N 6.7 14.2 0.1 1612N 43.4 90.5 -15.8 1612N 271.0 0.2 -0.7 51.2 -2.8 1612N 157.3 17.0 3.5 1612N 40.6 38.6 1.6 1612N 120.2 509.0 22.1 1612N 1558.8 12.7 -9.1 54.2 1.1 1612N 150.5 112.7 15.5 1612N 320.3 189.4 -30.1 1612N 553.4 39.9 4.7 1612N 99.1 589.4 240.1 1612N 1975.8 140.9 26.3 1612N 408.0 44.6 2.1 1612N 128.1 203.0 52.5 94.3 7.8 1612N 290.8 1275.8 273.9 1612N 3729.5 96.9 10.8 1612N 272.8

1.0 -6 -86.0 -0 18.2 3 7.2 7 -194.8 -12 156.7 -48 -19.4 8 40.7 2 109.7 15 -138.0 -0 -11 0.4 5 0.7 839 0.3 -2 -1.1 -9 -57.0 85 17 0.6 8 6.4 238 9.2 14 92.8 -10 -7 4.0 18 48.9 -9 -124.2 -2 7.6 8 743.5 1 71.3 276 7.0 8 14 44.1 19 772.0 -5 21.9

73 -15 -49 43 -58 -48 -162 -49 6 -10 -53 47 459 -210 -96 -93 72 170 -25 -53 32 -151 1641 17 -10 178 12 63 369

9.43 55.22 42.22 69.26 36.77 64.43 74.99 71.15 73.33 43.47 48.69 1.83 60.71 74.93 70.37 71.39 61.44 60.97 51.83 53.90 35.00 20.15 70.41 59.13 65.82 73.56 45.76 74.99 57.41 45.76 60.40 28.13 43.07 69.11

75 61 0 0 11 53 100 0 6 0 0 0 12 0 0 0 0 41 0 0 53 0 7 0 0 48 93 4 0 64 0 0 39 45

0.75 1.0 11.26 21.6 33.04 18.8 0.05 22.3 49.67 10.7 24.65 144.2 0.98 14.4 20.03 12.6 11.04 37.7 38.87 14.5 32.33 34.0 2.20 3.6 0.00 3.3 0.00 5.1 0.05 6.9 11.45 114.6 18.77 48.5 2.78 17.7 30.36 1.8 0.03 27.6 10.07 9.1 68.73 30.5 0.01 9.1 0.09 16.5 16.57 8.1 18.03 99.5 0.58 7.1 17.86 28.9 15.47 25.8 0.59 7.2 16.60 98.9 47.32 28.0 50.73 96.4 6.09 101.1

420 674 771 224 1905 10260 161 3766 2056 3301 2679 182 870 812 222 1993 431 153 327 158 3161 7112 323 424 1075 2812 852 33574 1578 863 6849 1196 48719 1751

-10 54.32 -23 74.86

0 0

500 186

5 77 81 30 75 1 60 161 126 12 64 13 1 1 49 21 49 4 46 10 34 183 18 92 137 7 28 89 89 33 22 160 31 13

149649 22096 89 161 14.1 511 42 10.7

6.7 33.3

6.00

0.7 1.6 0.0 1.5 0.2 0.0 0.1 0.3 0.3 1.2 0.4 0.0 0.0 0.1 0.5 2.5 0.3 0.4 0.9 0.0 0.6 0.7 0.3 0.0 0.5 1.4 0.5 0.0 0.0 0.2 0.1 0.1 0.7 0.2 0.0 0.2

7.5 1612 6.5 1612

41.1 12.1

3.8 1612N 124.0 0.6 1612N 35.4

6 10

10.2 7.2

0.49 0.00

20.6 13.6

Entprise Value (` Cr)

CMP (`)

38.75 49/29 497 144.00 204/105 482 16.4 61.75 70/31 311 346.50 360/157 236 25.1 265.10 275/114 568 46.0 1355.30 1380/1011 44756 16.4 188.15 197/125 2316 20.3 255.35 270/86 917 22.8 1822.70 1984/1080 2089 32.9 1008.65 1071/691 11932 44.1 252.00 281/45 251 9.7 674.50 737/450 3796 35.9 145.85 147/98 403 43.9 2119.25 2445/1666 423 36.3 452.60 495/315 520 22.3 1453.75 1484/296 490 -

52-Week High/Low

Market Cap (` Cr) 464 494 167 182 487 48265 1925 874 2264 12019 258 3681 391 424 442 436

(05/05/17)

NP Growth (%)

63.34 0 13.24 12.7 62.57 3 23.34 4.4 59.99 0 3.25 11.9 62.76 0 0.00 0.8 45.68 26 2.00 10.6 74.99 0 14.30 117.5 70.41 0 12.38 9.1 70.14 0 0.63 8.0 50.61 0 17.24 12.4 61.98 0 25.73 28.1 74.09 0 0.00 5.5 24.72 0 49.88 50.9 60.47 0 24.61 0.5 79.73 0 0.09 5.4 61.06 0 18.36 7.1 52.50 0 0.05 3.6

No. of Shareholder (in’ 000)

NP (` Cr)

-55 -0 188 27 492 44 -1 47 -11 3908 -24 31 18 -112

Pledged (%)

Sales Growth (%)

10.2 15.6 4.7 5.0 10.4 160.0 58.7 31.0 161.5 20.4 46.4 5.9 9.6 -1.7

Prom. Stake (%)

Sales (` Cr)

-29 14 -14 12 25 -1 15 2 23 -20 343 14 9 20 17 4

Year / Months

50.0 2.6 1612N 154.7 138.4 5.2 1612N 352.5 76.9 1.9 1612N 201.7 23.4 1.8 1612N 75.0 100.2 5.4 1612N 246.5 2293.3 160.0 1612Q 2293.3 430.6 22.3 1612N 1119.2 82.7 12.6 1612N 274.2 164.3 15.3 813.6 56.7 1612N 2498.9 17.4 2.9 1612N 77.4 380.8 0.5 1612N 1094.6 132.1 2.0 1612N 395.9 34.6 3.8 65.7 4.3 1612N 161.1 44.0 -0.4 1612N 145.7

NP (` Cr)

1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1703 1612 1612

Sales (` Cr)

13.5 14.2 5.1 1.0 43.9 24.9 21.3 24.3 12.3 8.2 15.0 5.2 11.1 7.5 0.1

15 286 23.6 62 447 30.2 40 311 -9.6 229 96 6.2 104 264 2.0 185 10809 2888.0 37 1506 95.1 39 369 28.4 228 683 68.8 209 4352 305.5 78 35 6.5 143 1513 117.4 54 452 7.5 527 130 11.7 235 212 17.2 182 198 0.0

EPS (`)

0.2 0.3 1.5 0.5 0.5 0.0 1.2 0.4 0.0 0.0 0.3 0.3 0.2 0.0 0.3 1.0

NP (` Cr)

2.0 0.25 8.8 -3.5 11.7 1.1 81.1 33.50 9.3 1.40 8.3 3.00 55.4 43.00 25.6 6.00 6.4 21.5 4.00 2.8 0.05 58.5 25.00 17.6 2.00 0.1 1.00

Sales (` Cr)

Latest Qtr. Year

Trailing P/E Ratio

MARKET RELATED DATA

RONW (%)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

DERatio

LATEST QTR.

Div (`)

Orient Abrasives 1 1603 12.0 Pennar Engineered Bu 10 1603 34.3 Pitti Lamination 5 1603 13.5 PTC Industries 10 1603 5.2 Shakti Pumps (In 10 1603 18.4 Siemens Ltd. 2 1609 71.2 Skipper Ltd. 1 1603 10.2 Sterling Tools L 2 1603 6.8 *Swaraj Engines 10 U1703 12.4 Thermax 2 1603 23.8 United Drilling Tool 10 1603 10.2 Va Tech Wabag Ltd. 2 1603 10.9* Veritas (India) Ltd. 1 1603 2.7 Wendt India 10 U1703 2.0 WPIL Ltd. 10 1603 9.8 Yuken India 10 1603 3.0 38 ENGINEERING - HEAVY IND. COMPOSITE 2016 Action Construction 2 1603 23.5 BEML Ltd. 10 1603 41.6 Bharat Heavy Ele 2 1603 489.5 CMI FPE Ltd. 10 1603 4.9 Disa India Ltd. 10 1603 1.5 Eimco Elecon Ind 10 1603 5.8 Elecon Engg. 2 1603 22.4 GMM Pfaudler Ltd 2 1603 2.9 Gujarat Apollo Indus 10 1603 13.7 Inox Wind Ltd. 10 1603 221.9 Integra Engineering 1 1603 3.4 ISGEC Heavy Eng 10 1603 7.4 Kabra Extrusion 5 1603 16.0 Lakshmi Machines 10 1603 11.0 Praj Industries 2 1603 35.9 Sanghvi Movers L 2 1603 8.7 *Stovec Indus. 10 1612 2.1 Suzlon Energy Ltd. 2 1603 1004.9 Techno Electric & En 2 1603 22.8* Texmaco Rail & Engin 1 1603 21.9 Titagarh Wagons Ltd. 2 1603 23.1 TRF Ltd 10 1603 11.0 Walchandnagar 2 1603 7.6 Windsor Machines 2 1603 13.0 39 ENTERTAINMENT/MULTI MEDIA IND. COMPOSITE 2349 52 Weeks Ent. 10 1603 34.9 AdlabsEntertainment 10 1603 79.9 Balaji Telefilms Ltd 2 1603 15.2 Cineline India 5 1603 14.0 Den Networks Ltd. 10 1603 194.0 Dish TV India Ltd. 1 1603 106.6* DQ Entertainment (In 10 1603 79.3 Entertainment Networ 10 1603 47.7 Eros International M 10 1603 94.4* Hathway Cable & Data 2 1603 166.1 Inox Leisure 10 U1703 96.5 Iris Mediaworks 5 1603 50.0 Media Matrix Worldwi 1 1603 113.3 Millitoons Entertain 1 1603 16.7* Mukta Arts Ltd. 5 1603 11.3 Music Broadcast 10 1603 57.1 NDTV 4 1603 25.8 Next Mediaworks 10 U1703 66.9* Ortel Communications 10 1603 30.4 Pressman Advertising 2 1603 4.7 Prime Focus 1 1603 29.9 PVR Ltd. 10 1603 46.7 Raj Television Netwo 5 U1703 26.0 Saregama India Ltd. 10 1603 17.4 Shemaroo Entertainme 10 1603 27.2 SITI Networks 1 1603 87.2 Sri Adhikari Bro 10 1603 34.9 Sun TV Network Ltd. 5 1603 197.0 TV Today Network Ltd 5 1603 29.8 TV Vision 10 1603 34.9 TV18 Broadcast 2 U1703 342.9 UFO Moviez India Ltd 10 1603 27.6 Zee Entertainment En 1 1603 96.0 Zee Media Corp 1 1603 47.1 40 FAST MOVING CONSUMER GOODS IND. COMPOSITE 2862 ADF Foods Ltd. 10 1603 21.2* Amrit Corp. Ltd. 10 1603 3.2

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

70/38 1440/770 183/114 699/352 5300/3600 550/311 74/45 599/252 181/118 295/161 48/26 6495/4300 145/88 4746/3340 105/70 305/196 2611/1860 21/12 415/250 119/87 136/84 359/181 177/131 73/32

827 6101 32274 287 675 297 964 755 335 5361 142 4707 393 3798 1424 1578 500 15678 4659 2214 1255 656 927 427

30 44.0 107.5 25.8 59.3 16.0 46.2 33.9 11.9 25.6 12.2 27.1 23.2 11.2 23.4 30.1 49.1 83.8 24.7

120.55 84.35 101.60 80.05 98.20 96.25 20.25 790.00 217.85 39.75 277.70 18.20 7.68 48.60XB 98.45 349.25 66.90 22.80 107.70 67.20 105.75 1521.75 62.25 243.50 395.35 32.25 243.80 851.95 264.50 247.00 39.95 433.35 507.25 37.20

315/118 117/70 120/74 106/26 105/61 111/77 30/19 908/663 308/150 49/24 306/191 19/9 13/7 64/6 133/56 420/336 104/60 30/15 191/102 76/39 118/47 1660/820 87/50 329/182 439/294 41/31 312/239 950/334 360/250 328/226 50/34 625/390 589/396 42/18

432 1658 767 347 1798 10015 213 3996 2362 4454 2894 182 870 813 270 2233 522 163 427 156 3739 7668 352 400 1251 3306 900 32786 1417 879 7058 1200 48335 1797

45 29.2 28.3 37.6 61.9 17.3 87.9 96.7 23.4 86.2 139.0 16.0 102.7 34.3 18.3 21.5 49.8 -

235.85 580.00

253/82 635/306

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

45 498 38.7 213 21.9

31

Databank

Updated as on May 05, 2017

32

0.3 0.3 0.2

1.90 1.9 - 0.9 5.00 1.2 - 0.7 - -1.4 2.20 0.3 2.00 1.3 0.05 1.7 - -1.1 - 3.9 - 1.0 1.21 5.3 0.80 0.4 1.10 1.0 - 0.6 - 4.2 1.00 0.0

268987 42354 222 44542 3679.3 15.4 5.00 51 2944 444.7 7.4 1.20 57 1698 194.5 6.3 26 1204 -209.5 -10.0 47 8677 830.8 4.8 284 69306 14549.7 56.8 11.00 149 54156 9801.1 16.8 2.50 43 8533 1019.7 3.0 0.75 289 14406 2867.9 47.9 6.00 123 6844 416.0 8.0 1.75 154 4992 415.3 14.7 5.00 75 5443 567.6 9.3 2.80 130 17699 3411.5 18.5 0.60 97 2847 256.1 13.4 2.70 93 3713 446.1 11.9 31 5557 333.3 1.8 0.50

1.9 0.0 0.7 0.5 0.3 0.7 2.0 3.5 1.3 0.3 0.3 0.3 0.9 0.5 3.5 0.6

- 1612 143.5 20.0 1612 318.1 1.2 1612 15.9 3.7 16.7 7.6 34.8 8.0 8.5 1.3 12.3 6.6 6.8 10.6 3.5

1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

6.9 14.6 10.7 10.3 20.0 10.9 7.0 16.2 6.5 9.5 12.4 14.2 12.6 12.8 5.9

1703 11168.2 1612 811.0 1612 550.2 1612 267.5 1703 2315.9 1703 18114.4 1703 13568.5 1703 2223.4 1703 3830.0 1612 1649.5 1612 1323.9 1612 1411.2 1703 4432.0 1703 733.6 1703 986.3 1612 1479.0

6.0 1612N 402.7 68.2 1612N 867.5 -2.1 1612N 60.1

2431.4 130.2 1612N 6571.7 2256.9 143.6 1058.8 46.6 1612N 3041.9 31.1 3.5 1612N 96.7 429.6 -63.5 1612N 1514.0 1102.7 61.2 1612N 3722.7 1220.9 66.8 1612N 3631.3 86.8 0.2 1612N 257.1 304.8 -10.2 1612N 949.1 550.2 7.7 1612N 1956.7 873.0 -20.3 1612N 2621.8 2526.6 73.2 1612N 5804.2 93.8 2.5 1612N 252.0 1680.2 63.9 1612N 4993.3 434.3 3.9 1612N 1216.3 945.8 22.4 1612N 2974.1 1.2 0.7 1612N 3.8

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

1225.1 126.6 51.3 -8.2 256.6 3990.1 2024.6 176.0 751.6 -498.5 68.5 115.8 976.5 52.2 130.1 111.4

1612N 1612N 1612N 1612N 1612N 1612N 1612N

2373.9 1527.1 821.2 5007.6 3890.9 4189.1 4376.4

349 74.98 50 191 70.68 0 307 61.63 0

0.00 0.32 0.11

44.7 6.7 9.5

199 1518 178

10.73 521.45 7.99

46 12/4 274 536/196 1563 10.7 12/6 191 -

18.34 12.73 16.34 2.81 8.56 31.64 29.49 0.00 0.17 1.29 2.32 6.19 0.06 7.44 4.54 10.46 13.47

149.7 60.4 98.3 15.1 15.8 107.7 234.1 21.7 22.1 56.4 459.7 43.6 8.8 87.3 74.9 34.6 32.9

4705 11502 2331 227 3876 5507 4855 169 426 892 1094 4138 218 4761 550 1737 420

113.05 394.35 264.30 104.00 59.90 138.20 312.40 17.40 26.30 75.30 18.30 84.35 123.45 86.30 27.00 412.95 142.80

119/54 409/215 293/149 130/56 64/20 144/67 323/112 23/8 32/12 81/39 20/9 87/30 133/51 89/41 29/18 437/158 148/85

3.4 95.3 0.7

7 0 0 0 0 0 0 42 0 53 77 0 68 0 0 0 0

52-Week High/Low

CMP (`)

Trailing P/E Ratio

-9 38 -28

Entprise Value (` Cr)

28.29 0.06 27.66 25.29 25.75 16.42 18.33 0.00 0.00 10.34 12.75 11.14 30.58 17.97 3.45 12.97 4.14 0.05 18.91 55.75 0.00 3.91 42.17 22.96 10.35 0.05 6.67 32.88 19.94 13.01 26.64 6.47 0.00 0.10 6.30 0.06 0.06 0.23 24.09 13.79

(21/04/17)

48 1 0 0 0 0 30 0 2 0 0 0 0 0 0 0 24 0 0 0 0 0 48 20 0 0 44 0 0 0 0 27 0 0 0 0 0 0 0 0

Market Cap (` Cr)

66.86 74.96 50.72 50.99 68.03 38.34 72.73 43.37 74.99 72.45 72.19 63.26 74.77 74.71 39.90 46.61 60.39 67.19 0.00 74.89 35.51 44.96 66.89 60.11 74.99 64.10 59.72 62.76 70.63 47.48 48.94 54.26 60.94 34.54 74.23 74.60 65.15 32.15 72.54

No. of Shareholder (in’ 000)

-13 13 -1 -9 205 29 -8 -31 16 -211 40 110 303 9 9 184 -23 -4 -91 -1 17 18 -132 178 -89 -21 -48 43 -70 34 6

NP (` Cr)

-8 -17 4.9 10 648.7 3 434.9 -1 -6 12.2 10 -4 4.2 -19 109.6 -6 480.8 -13 80.5 3 594.9 9 -111.1 17 11 52.2 2 1.1 4 0.6 1 3307.4 8 7531.4 -22 4 3.4 8 60.5 4 118.6 5 -11.7 3 42.8 7 129.4 -2 12 -5 255.1 5 -10.7 8 21.3 -38 2.5 14 14.3 12 24.7 25 14.6 -3 1.4 5 23.4 18 6 80.7

Sales Growth (%)

Sales (` Cr)

NP (` Cr)

Year / Months

1612N 173.7 1612N 6323.3 1612N 2944.3 1612N 251.7 1612N 236.0 1612H 801.1 1612N 2884.6 1612N 1495.7 1612N 3493.2 1612N 1067.5 1612N 1942.6 1612N 91.9 1612N 18.2 1612N 23676.8 1612N 28963.1 1612N 77.5 1612N 1933.3 1612N 1191.1 1612N 142.5 1612N 3326.8 1612N 4596.9 1612H 1243.7 1612N 1280.2 1612N 801.7 1612N 136.0 1612N 478.7 1612N 638.7 1612N 182.1 1612N 135.8 1612N 372.3 1612N 164.5

Inst. Stake (%)

737 86.3 2.1 476.8 16.3 121.1 13.7 12.0 5.5 -452.2 -7.0 379.3 9.5 226.4 14.6 1.7 0.2 -189.5 -11.7 -240.1 -20.3 -114.0 -1.9 197.1 4.0 8.1 4.6 191.2 3.5 24.8 1.2 -15.9 -3.8 23.6 8.0

2.00 -

52.7 0.8 210.8 127.8 302.2 5.0 68.7 1.0 54.8 136.4 38.4 231.4 -42.3 43.3 19.9 0.8 0.2 1037.9 2646.7 1.2 1.7 20.0 29.3 -5.5 10.7 45.1 163.4 167.3 150.6 -37.9 8.2 0.3 4.0 9.2 4.9 -0.2 -4.0 45.1 25.1

Pledged (%)

-0.2 27.1 0.0

204.5 35.7 2116.0 874.6 1434.8 87.3 527.7 76.4 389.4 860.4 536.3 1195.9 385.9 1217.7 667.1 27.9 6.2 7706.0 9248.4 16.1 22.7 658.8 370.8 45.7 1121.9 1583.0 1111.0 2286.2 643.2 438.2 304.8 55.8 171.7 209.1 64.7 43.5 71.8 227.6 55.0

MARKET RELATED DATA

Prom. Stake (%)

68516 56 9536 98 10021 181 4259 16 101 -20 1736 119 6163 172 4548 13 392 -33 1202 29 3000 27 3662 33 7766 69 389 51 8649 11 1838 187 5254 225 0

76 -4.1 79.0 1.1

1703 1612 1612 1612 1703 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612

SHAREHOLDINGS

YEAR TO DATE NP Growth (%)

1834 14 569 136 1151 4 114

31.3 14.3 44.0 56.5 25.8 38.6 20.4 2.0 1.1 24.8 28.1 11.7 19.3 8.9 47.5 23.1 18.3 110.7 29.9 1.6 14.9 15.7 6.6 18.9 24.5 30.7 28.0 13.4 1.8 25.4 10.5 13.7 26.8 23.5 11.2 31.1 21.3

Sales (` Cr)

48 793 221.0 15.0 11.50 0.0 56 270 6.4 8.0 1.60 1.4 142 7948 749.1 62.4 20.00 0.0 37 4162 576.5 21.2 10.00 0.0 22 5370 998.3 5.7 2.25 0.0 65 390 25.0 25.0 5.00 0.7 75 2341 346.4 15.3 1.75 0.5 10 47 0.5 0.2 - 1.8 281 335 0.6 3.9 2.50 4.4 263 1960 213.0 65.4 24.90 0.0 582 4309 686.9 163.3 70.00 0.0 271 2412 165.0 31.7 8.00 0.1 112 4812 739.7 21.7 5.75 0.0 52 1310 157.3 4.7 1.75 1.3 19 4200 134.0 8.8 4.00 2.3 103 2381 55.4 23.9 3.00 0.4 27 114 -20.9 -3.6 - 1.1 6 24 1.4 1.1 - -98.5 17 31987 4082.4 18.9 16.00 0.0 27 36837 9844.7 8.1 8.50 0.0 611 77 1.4 10.0 - 0.0 23 100 -21.6 -4.9 - 0.0 116 2410 114.6 17.4 2.50 0.0 57 1575 162.4 8.9 5.00 0.0 147 185 -8.6 -6.6 - 0.0 262 4642 51.5 17.2 3.00 0.1 32 5724 144.2 6.1 0.10 1.7 27 4869 842.7 6.5 3.50 0.0 313 9224 926.5 96.1 63.00 0.0 466 2484 423.2 130.4 36.00 0.0 47 1623 52.5 6.2 - 1.0 54 1000 9.4 1.0 0.40 0.2 34 270 22.6 8.6 1.00 0.4 298 566 23.1 31.2 5.00 0.6 29 701 38.1 4.2 - 0.2 235 208 16.1 62.8 2.00 0.6 14 189 7.5 3.4 1.00 0.6 94 444 14.4 20.0 1.25 1.5 346 948 167.2 108.3 75.00 0.0 122 208 101.7 26.0 6.50 0.0

RONW (%)

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

LATEST QTR. Latest Qtr. Year

Bajaj Corp Ltd. 1 U1703 14.8 Bambino Agro Ind 10 1603 8.0 Britannia Ind. 2 1603 24.0 Colgate Palm. 1 1603 27.2 Dabur India 1 U1703 176.2 DFM Foods Limi 10 1603 10.0 Emami Ltd. 1 U1703 22.7 Euro India Fresh 10 1603 24.8* Foods & Inns 10 1603 1.6 Gillette India Ltd. 10 1606 32.6 GlaxoSmithKlineConsu 10 1603 42.1 Godfrey Philips 2 1603 10.4 Godrej Consumer Prod 1 1603 34.1 Godrej Industries Lt 1 1603 33.6 *Hatsun Agro Prod 1 U1703 15.2* Heritage Foods 10 1603 23.2 Himalya Internat 10 1603 57.9 Hind. Food 10 1603 13.0 Hindustan Unilever L 1 1603 216.4 ITC Ltd. 1 1603 1214.7* J L Morison (India) 10 U1703 1.4 *JHS Svendgaard Labor 10 1603 44.1* Jubilant Foodworks L 10 1603 65.9 Jyothy Laboratories 1 1603 18.2 Kaya L 10 1603 13.0 Kothari Products 10 1603 29.8 Kwality 1 1603 23.8* Marico Ltd. 1 U1703 129.0 *Nestle India 10 1612 96.4 P&G Hygiene&Health 10 1606 32.5 Parag Milk Foods 10 1603 84.1 Prabhat Dairy 10 1603 97.7 SKM Egg Produc 10 1603 26.3 Sukhjit Starch & 10 1603 7.4 Tamilnadu Petroprod 10 1603 90.0 Tasty Bite 10 1603 2.6 Umang Dairies Ltd. 5 1603 11.0 Vadilal Indus. 10 1603 7.2 VST Industries 10 U1703 15.4 Zydus Wellness Ltd. 10 1603 39.1 41 FERRO ALLOYS IND. COMPOSITE 70 Ferro Alloys 1 1603 18.5 Maithan Alloys Ltd. 10 1603 29.1 Shyam Century Ferro 1 1603 22.2 42 FERTILISERS IND. COMPOSITE 3123 Chambal Fertilis 10 1603 416.2 *Coromandel Internati 1 U1703 29.2 Deepak Fertilisers 10 1603 88.2 Dharamsi Morar. 10 1603 21.8 Fertilisers & Ch 10 1603 647.1 GSFC 2 1603 79.7 Gujarat Narmada Vall 10 1603 155.4 Khaitan Chemical 1 1603 9.7 Madras Fertilize 10 1603 162.1 Mangalore Chem. 10 1603 118.5 Nagarjuna Fertilizer 1 1603 59.8 National Fertilizers 10 1603 490.6 Rama Phosphates 10 1603 17.7 Rashtriya Chemicals 10 1603 551.7 SPIC 10 1603 203.6 Zuari Agro Chemicals 10 1603 42.1 Zuari Global 10 1603 29.4 43 FINANCE - BANKS -PRIVATE SECTOR IND. COMPOSITE 9657 Axis Bank Ltd. 2 U1703 479.2* City Union Bank 1 1603 60.1 DCB Bank 10 1603 307.2 Dhanlaxmi Bank 10 1603 209.8 Federal Bank 2 U1703 344.8* HDFC Bank 2 U1703 512.5* ICICI Bank 2 U1703 1165.0* *IDFC Bank 10 U1703 3399.4 IndusInd Bank 10 U1703 598.2* Jammu & Kashmir Bank 1 1603 52.1* Karnataka Bank 10 1603 282.7* Karur Vysya Bank 2 1603 121.9 *Kotak Mahindra Bank 5 U1703 920.4* Lakshmi Vilas Ba 10 U1703 191.4 RBL Bank 10 U1703 375.2 South Indian Ban 1 1603 180.3*

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

25.9 5542 375.70 436/340 5500 25.1 11.1 180 224.80 311/105 241 31.8 80.1 42270 3522.50 3650/2524 42249 50.3 176.2 27539 1012.50 1049/788 27250 47.4 139.0 48072 272.90 320/259 48104 48.2 6.5 1633 1632.35 2433/1452 1665 68.5 44.3 24626 1085.00 1261/937 25213 71.1 220 88.75 96/82 258 2.1 153 977.25 1325/521 339 44.4 25.6 14365 4408.55 4888/4025 13828 60.5 41.9 21719 5164.35 6584/4650 19007 32.8 20.0 6229 1198.10 1542/795 6283 48.6 82.3 60150 1766.00 1840/1286 60003 74.6 56.1 18269 543.50 578/334 20588 7.7 9266 608.90XB 680/300 9755 69.5 17.5 2626 1132.10 1203/497 2686 37.4 17.0 195 33.75 43/7 373 6.2 207 159.35 229/91 218 90.3 332.3 206446 953.85 960/783 205382 46.7 547.6 336543 277.05XB 293/204 330009 34.0 3.3 195 1425.85 1675/791 195 142.7 11.7 214 48.55 62/27 213 34.0 6787 1029.10 1299/761 6755 76.8 78.8 6853 377.20 427/270 6804 43.6 27.3 1101 845.75 1016/650 1100 8.7 597 200.05 235/152 596 11.7 31.2 3570 150.10 169/99 4801 21.9 62.9 39385 305.20 330/235 39276 46.7 77.2 64815 6722.45 7390/5490 63968 70.0 28.1 23934 7373.30 7611/6025 22859 51.8 22.2 2015 239.55 357/202 2368 222.8 16.5 1148 117.50 150/77 1236 49.9 15.6 204 77.35 84/76 222 6.1 247 334.10 405/231 356 12.8 80.9 421 46.80 56/19 472 27.3 4.0 1336 5206.00 5600/1591 1365 65.1 20.1 177 80.25 101/61 193 40.6 13.5 695 967.25 1015/450 791 34.3 13.6 4710 3050.45 3216/1631 4689 28.2 34.6 3380 865.15 930/747 3147 31.7

9158 13537 3996 239 5629 6657 8377 382 992 2214 2644 12602 267 7514 654 5069 419

22 12.8 24.1 17.4 14.5 20.8 12.7 27.5 34.9 29.1 26.6 23.5

-17 398.0 -8 -4 108.3 34 12.7 1 -179.4 -17 232.5 12 282.9 -6 0.6 16 -36.3 -13 14.7 -8 -69.7 -5 119.2 -8 5.9 -24 126.9 -14 19.1 -25 -4.3 88 17.8

244 14 41 40 -33 122 -16 66 106 -78 -28 -24 -18 -18 -163 -24

57.79 61.98 51.07 50.11 89.99 37.84 41.20 74.99 85.26 74.99 57.13 89.71 74.99 80.00 41.12 66.07 56.30

11 8 373.9 22 146.8 -10 3.6 11 16 3 244 22 -3 -1078.0 5 313.9 3 388.4 9 11 38 4 317.0

12 17 105 -328 2 -10 22

26 28.79 0 56.66 448.3 120963 504.90 638/425 197828 32.9 0.00 0 49.66 91.3 10029 166.85 170/95 8779 20.6 15.04 0 44.21 184.4 5867 191.00 200/87 6312 27.1 0.00 0 16.77 85.9 827 39.40 43/17 499 0.00 0 62.16 170.8 20068 116.40 120/48 18470 24.2 25.99 0 55.06 463.6 392608 1532.10 1572/1110 415568 27.0 0.00 0 65.98 938.8 173900 298.55CB 302/213 321601 17.7 52.87 0 25.69 579.7 22062 64.90 83/44 68075 21.6 16.79 27 62.39 117.8 84216 1407.80 1483/1026 101851 29.4 53.16 0 26.60 84.9 4283 82.15 92/55 3396 0.00 0 30.75 146.3 4708 166.55 176/94 3114 11.2 2.07 7 41.75 96.1 7193 118.05 123/80 6237 13.7 32.08 0 46.40 160.3 166969 907.00 922/692 181041 48.9 9.04 43 7.41 72.6 3422 178.75 203/79 2859 13.4 0.00 0 21.54 165.8 21040 560.75 600/274 30236 47.2 0.00 0 49.16 297.2 4588 25.45 27/17 4427 11.8 DSIJ.in

DSIJ.in

1.1 28.1 0.2 -0.2 23.3 10.3 114.2 16.0 26.5 5.7 21.0 37.0 16.1 0.1 12.4 2.4 0.1 46.0 14.2 27.9 26.5 1.9 4.0 0.1 0.1 85.5 0.0 0.5 1.5 11.5 0.3 2.0 4.9 1.6 2.9 67.1 1.3 0.1 39.8 1.3 42.7 60.5

- 3.1 6.00 0.6 0.20 0.0 - 0.1 5.00 5.1 1.75 0.0 32.50 0.0 12.50 0.0 10.00 0.5 - 0.0 - 2.1 - 0.0 2.40 5.2 - 0.6 1.50 0.3 0.30 0.1 - 0.6 5.50 6.2 - 0.0 - 0.1 1.50 0.0 1.25 0.4 1.00 0.1 - 0.0 - 6.6 1.50 0.0 - 0.0 0.70 0.0 1.00 0.0 8.40 16.1 - 0.0 1.00 3.8 4.50 0.0 1.20 0.0 - 0.0 36.00 4.6 1.00 2.9 0.02 0.1 - 0.0 1.50 0.3 - 0.0 - 0.0

70.9 3.1 2.0 2217.7 46.6 110.5 2044.2 0.1 529.2 137.8 46.4 0.5

1612N 11.2 1612N 13.0 1612N 3.9 1612N 2831.8 1612N 770.6 1612N 9.9

18.4 5.6 10.5 17.4 6.0 18.7 39.2 6.5 3.0 17.2 8.8 9.4 2.5 13.3 3.8 2.3 16.4 11.6 13.3 6.8 9.7 8.6 0.2 4.8 19.1 0.0 0.7 10.0 27.6 0.6 4.9 9.6 39.7 1.2 27.1 22.0 1.9 24.4 6.0 5.6 7.8

1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1703 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1703 1612 1612 1703 1703 1612 1703 1703 1703 1612

31.6 24.5 18.8 0.0 2702.0 22.7 274.3 0.0 9.5 0.4 367.8 142.2 717.3 1.7 31.1 56.7 25.9 1213.3 -0.5 7.1 -0.2 136.3 23.8 3.4 2.7 2.5 3.3 8.9 59.3 5032.3 14.4 577.3 125.4 9.8 0.8 2812.5 27.4 0.4 0.4 58.1 10.4 0.0

2.5 6.6 3.6 -0.0 555.6 6.3 124.0 1.0 5.8 -0.9 -234.9 41.4 55.7 0.6 9.4 12.7 2.1 219.6 0.3 4.0 -0.3 67.4 1.3 1.4 0.2 1.6 1.3 1.2 12.4 450.0 4.2 -45.2 113.4 1.3 -0.5 821.7 19.2 0.3 0.3 47.7 7.2 -0.5

1612N 71.7 1612N 50.6 1612N 0.0 1612N 7335.4 1612N 130.0 1612N 701.7 1612N 35.2 1612N 38.9 1612N 2.0 1612N 1987.1 1612N 8.5 1612N 87.1 1612N 163.4 1612N 69.6 1612N 1.9 1612N 34.5 1612N 14.2 1612N 322.6 1612N 65.9 1612N 9.1 1612N 7.6 1612N 12.8 1612N 8.6 1612N 16.6 1612N 180.2 1612N 23029.4 1612N 2162.2 1612N 51.3 1612N 1.4 1612N 0.6 1612N 0.0

1653/906 99347 22.1

84.20 71.25 187.35 183.75 35.45 394.55 110.40 60.65 46.50 78.25 336.90 30.90 174.65 67.90 174.65 295.95 87.40 41.75 186.95 23.25 82.75

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

22.56 217.6 6262 20.80 231.8 4853 32.39 306.6 43286 18.87 286.0 19380 13.36 172.9 4142 26.50 164.7 23566 14.46 139.3 21000 23.62 73.2 6957 18.57 222.6 3660 17.93 404.0 16110 15.17 63.5 16181 13.64 254.4 7585 30.86 130.9 6046 12.54 132.5 2719 29.50 367.7 37165 28.21 1518.7 235976 16.17 260.1 7906 15.99 313.1 6512 25.81 237.1 12852 11.26 81.1 3242 17.91 251.8 8265

7.2 2.9 0.7 371.3 131.7 1.9

43 408 26 66 22 44

30.57 74.36 64.99 39.29 42.15 58.44 0.00 40.19 40.31 39.07 37.13 53.88

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

1.25 41.0 7538 3.90 1.5 252 8.30 4.5 439 32.48 95.6 13530 16.27 41.7 3005 19.59 40.5 15335 87.69 214.8 245688 0.07 2.5 150 45.88 183.6 36379 19.45 101.0 21925 48.19 21.5 4637 0.00 0.7 211

1 46 17.9 222 7.1 -47 -0.1 36 1387.4 -19 63.7 -13 408.1 11 37.8 28 24.6 -19 10.3 41 53 147.6 -36 0.8 104 30.4 18 45.9 297 7.1 13 -96 1.5 -7 14.0 -45 12.2 34 87.7 -4 3.2 36 2.9 30 0.3 -61 11.6 534 4.6 11 2.0 10 35.5 196 1273.8 -97 -24 -140.6 -59 -22 21.1 -90 -3.5 28 -2 200 0.2 10 -10 28 27 3.0

43 347 -9 44 -33 -43 9 44 20 31 98 116 11 234 -97 57 -27 -21 -55 59 -20 -57 1532 85 26 140 -132 -24 -169 -58 -30

0.00 0.00 0.05 4.21 24.61 14.60 21.49 6.60 3.30 2.06 78.86 0.00 14.64 0.00 0.09 9.07 0.37 36.62 9.12 0.00 0.03 30.71 0.00 42.15 0.00 0.00 4.87 0.00 4.51 9.28 61.08 23.46 23.45 1.89 9.88 66.91 1.58 2.42 0.06 17.06 22.18 2.58

10.1 2.7 7.2 3.2 94.6 67.3 45.9 12.8 31.5 23.3 63.6 120.6 1.5 7.2 4.2 4.7 32.4 25.7 1.4 18.3 112.9 6.3 120.8 0.3 7.3 2.6 1.1 31.4 436.3 467.7 623.7 21.8 39.1 2.3 63.6 87.4 0.6 1.8 37.0 22.5 19.4

Trailing P/E Ratio

1608.70

65.91 61.26 59.23 73.71 81.61 66.29 81.28 70.76 68.55 73.98 82.10 79.56 58.37 79.62 65.01 62.22 72.91 76.66 63.43 85.22 70.33

75.00 0 66.30 0 24.34 0 35.24 0 57.93 0 58.35 0 43.78 0 59.67 0 73.96 0 72.70 0 1.65 0 - 0 61.05 0 29.27 0 65.64 0 73.91 0 36.95 51 53.08 0 71.53 0 74.79 0 74.95 0 36.92 39 73.23 0 0.00 0 72.70 0 74.98 0 73.84 0 57.43 0 62.74 0 80.71 0 0.00 0 55.53 0 29.05 0 50.41 100 73.86 0 23.81 12 43.17 0 62.45 0 65.89 0 65.32 0 61.41 0 68.65 0

Entprise Value (` Cr)

73464

-162 -71 157 80 -17 -255 8838 53 -2 -41 -8 -19 -24 -12 -50 -16 -64 11 76

26 25 49 21 14 18 13 35 13 48 20 37

(05/05/17)

52-Week High/Low

361.5 4.6 4.6 2375.4 266.6 416.1 8502.0 1.3 3642.9 998.8 264.2 3.5

CMP (`)

1703 1612 1612 1703 1703 1703 1703 1612 1703 1612 1612 1612

4 69.95 187.3

MARKET RELATED DATA Market Cap (` Cr)

28007 6.1 18.6 3.5 -0.1 1278.5 163.1 1270.5 35.6 23.0 21.5 289.7 198.6 156.9 0.4 20.2 41.2 6.1 718.7 45.8 13.1 17.2 155.6 9.8 2.1 0.5 28.5 0.1 0.3 35.6 1653.0 55.8 337.4 156.8 49.1 6.5 2842.4 47.1 0.5 7.0 106.7 47.4 26.4

26.8 8.2 4.7 37.1 16.8 26.2 17.9 4.0 17.4 14.9 15.7 10.3

No. of Shareholder (in’ 000)

138041 6 118 502 68 2 30 19 0 133 7304 169 242 611 1395 41 0 406 42 187 3 122 1553 420 521 171 1845 3 17 93 54 62 210 6 45 280 4660 122 3 210 44 388 32 19 335 47 92 30 8 1 9 449 34 82 3 68 22 15 217 42 1810 60 159 37 3819 51 192 4 102 239 17 248 10032 6 84 7 0 164 8 22 162 761 63 777 1

1612N 13288.2 -8 -424.7 1612N 13253.3 2 139.2 1612N 31324.8 -5 1228.4 1612N 28709.2 -8 -512.8 -8 1612N 30894.7 -7 907.7 1612N 18421.5 -7 -1847.3 1612N 14633.4 -0 401.2 1612N 7884.6 -2 -288.4 1612N 20849.1 -1 -1958.3 -2 1612N 15089.0 -16 -2770.1 1612N 13912.8 -8 123.9 1612N 6210.4 -6 192.8 1612N 35389.5 -3 1062.9 1612N 128125.7 6 7669.3 1612N 17215.8 -2 255.1 1612N 12711.6 -11 -1262.5 1612N 24334.5 0 447.0 1612N 6933.4 -8 145.9 1612N 9324.9 2 546.5

Inst. Stake (%)

88.3 10.00 9.8 6.4 1.00 0.0 3.9 0.50 0.4 92.5 1.00 10.5 27.4 5.00 8.4 8.1 2.80 10.4 46.8 18.00 4.4 0.6 - 0.6 38.3 6.20 10.5 19.7 3.40 11.2 24.0 1.80 5.8 1.4 - 2.5

1612 4295.3 75.3 1612 4408.6 56.7 1612 10406.1 252.7 1612 9824.8 101.7 1703 2970.4 -455.4 1612 10287.7 321.9 1612 6064.3 -605.7 1612 4953.8 159.0 1612 2590.9 35.3 1612 6553.1 -2255.0 1703 4016.5 319.7 1612 4881.5 -554.4 1612 4438.6 -130.0 1612 2010.0 77.5 1612 11984.2 207.2 1612 43925.6 2610.0 1612 5568.1 93.6 1612 4192.5 -437.1 1612 8249.8 104.0 1612 2272.0 64.1 1612 3137.1 230.3

- 20.18

Pledged (%)

13446 235.3 6.3 10.2 2896.4 147.7 296.6 7442.6 0.9 1931.1 326.5 150.1 1.9

-

Prom. Stake (%)

63405 330 1353 77 8 83 12 249 8852 163 1002 31 1487 261 33113 15 4 219 13987 132 2697 153 881 14 10

22

NP Growth (%)

4.9 8.0 1.0 5.6 6.9 5.9 5.1

-

NP (` Cr)

1.3 0.9 0.8 1.6 1.2 1.0 0.6 1.2 0.9 3.1 0.3 2.1 0.6 0.5 1.7 1.6 2.4 1.9 1.5 0.6 1.6

0.50 6.00 0.70 1.65 2.60 1.95 -

Sales Growth (%)

-10.0 7.9 -23.4 -57.7 -11.7 -47.1 -7.5 -4.4 -11.9 -17.8 29.3 -11.8 4.5 8.4 -18.7 12.5 -18.2 -17.9 19.7 -2.0 3.8

-

Sales (` Cr)

637897 -20413 155 18885 -743.3 161 17635 539.8 174 44061 -5395.5 296 41796 -6089.2 52 12062 -1372.5 457 44022 -2812.8 77 25888 -1418.2 93 19411 -506.5 92 10646 -935.3 107 28043 -3664.8 310 16040 1405.7 57 23517 -2897.3 389 20059 156.1 149 8744 336.0 167 47424 -3974.4 181 163685 9950.7 121 23198 -1643.5 62 18561 -2799.3 295 32199 1351.6 39 9937 -282.0 66 12084 381.8

NP (` Cr)

19.4 1703 4349.0 914.1

Sales (` Cr)

2.3

SHAREHOLDINGS

YEAR TO DATE Year / Months

Latest Qtr. Year

RONW (%)

72.9 12.00

EPS (`)

376 16425 3330.1

NP (` Cr)

DERatio

Sales (` Cr)

LATEST QTR.

Div (`)

YES Bank Ltd. 10 U1703 456.7* 44 FINANCE - BANKS -PUBLIC SECTOR IND. COMPOSITE 20134 Allahabad Bank 10 1603 743.7 Andhra Bank 10 1603 681.2 Bank of Baroda 2 1603 462.1* Bank of India 10 1603 1054.7 Bank of Maharash 10 U1703 1168.3 Canara Bank 10 1603 597.3* Central Bank 10 1603 1902.2 Corporation Bank 2 1603 229.4 Dena Bank 10 1603 787.1 IDBI Bank Ltd. 10 1603 2058.8 *Indian Bank 10 U1703 480.3 Indian Overseas 10 1603 2454.7 Oriental Bank of 10 1603 346.2 Punj. & Sind Ban 10 1603 400.4 Punj. NationlBak 2 1603 425.6 SBI 1 1603 797.4* Syndicate Bank 10 1603 904.5 UCO Bank 10 1603 1559.7 Union Bank of In 10 1603 687.4 United Bank of I 10 1603 1394.4 Vijaya Bank 10 1603 998.8 45 FINANCE - HOUSING IND. COMPOSITE 1177 *Can Fin Homes 10 U1703 26.6* Coral India Finance 10 1603 10.0 Crest Ventures 10 1603 26.1* *Dewan Housing 10 U1703 313.2 GIC Housing Fi 10 U1703 53.9 GRUH Finance Li 2 U1703 72.9 HDFC 2 U1703 317.7 India Home Loan 10 1603 14.3 *LIC Housing Fi 2 U1703 100.9 PNB Housing Finance 10 1603 165.6 Repco Home Finance L 10 1603 62.6 SRG Housing Finance 10 1603 13.0 46 FINANCE - OTHERS IND. COMPOSITE 18055 Aditya Birla Money L 1 U1703 5.5 AK Capital Services 10 1603 6.6 Alankit 1 1603 14.3* Amulya Leasing & 10 1603 5.0 Bajaj Finance L 2 1603 110.0* Bajaj Finserv Ltd. 5 1603 79.6 Bajaj Holdings & Inv 10 1603 111.3 Balmer Lawrie Invest 10 1603 22.2 Bengal & Assam Compa 10 1603 8.7 BF Investment Ltd. 5 1603 18.8 Bharat Financial Inc 10 U1703 138.0 *BSE 2 U1703 10.7* Capital First 10 1603 97.4 Capital Trade Links 1 1603 5.1 Capital Trust Lt 10 1603 16.4 Capri Global Capital 2 1603 35.1* Centrum Capital 1 1603 41.6 Cholamandalam Invest 10 U1703 156.3 Consolidated Finvest 10 1603 32.3 CSL Finance 10 1603 4.7 Dhunseri Investments 10 1603 6.5* Edelweiss Fin. Ser 1 1603 83.3 Emkay Global Financi 10 1603 24.4 Equitas Holdings Ltd 10 1603 337.8* Finkurve Financial S 1 1603 9.7 Florence Investech 10 1603 3.3 Fortune Financia 10 1603 51.0* Garnet International 10 1603 6.2 Geojit Financial 1 1603 23.6* ICICI Pru Life 10 1603 1435.3 IDFC L 10 U1703 1595.9 IFCI Ltd. 10 1603 1662.0 IIFL Holdings 2 U1703 63.6 IL&FS Investment Man 2 1603 62.8 Ind. Inv Trust 10 1603 22.5 Indiabulls Housing F 2 U1703 84.8* *Indiabulls Ventures 2 U1703 70.8* IndiaNivesh 1 1603 3.8 *Indl.&Prud.Invst 10 U1703 1.7* JM Financial Ltd. 1 U1703 79.5 JSW Holdings 10 U1703 11.1 Kalyani Investment 10 1603 4.4

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

90/49 11598 76/45 5778 202/128 55086 197/79 36502 41/25 4988 415/179 29775 117/73 16138 65/34 9982 49/28 4583 87/63 71861 355/85 10516 32/21 20735 191/77 4510 72/35 1735 186/71 70441 305/167 330537 93/59 20068 47/30 15802 205/105 28204 29/16 84 86/30 12298

19 25.4 11.5 41.5 9.3 26.4 23.7 13.4

26 2830.60 2897/1080 16146 32.0 252.40 264/53 247 29.7 168.60 211/45 498 31.4 432.05 455/183 61677 4.7 557.95 593/250 9082 20.3 420.65 436/246 23930 51.7 1546.50 1590/1136 391071 33.0 105.05 125/35 160 720.85 727/432 128550 18.8 1323.65 1444/789 45771 46.2 741.20 891/500 10139 26.7 162.60 187/55 251 86.8

25 294 53.10 70/21 310 47.9 273 413.70 458/211 451 11.4 314 21.95XB 43/17 308 190 378.90 449/118 190 70045 1273.80XB 1350/697 105741 41.1 70082 4404.05 4742/1725 69857 534.4 23133 2078.60 2235/1410 21712 24.0 878 395.60 429/278 793 22.7 1476 1700.20 1940/450 1631 48.4 635 168.70 191/103 624 27.3 10896 789.65 939/465 12042 37.6 5342 995.10 1200/887 4612 7298 749.10 809/454 14910 38.0 146 28.70 93/23 155 653 398.90 655/323 617 17.8 1110 63.35 81/22 1207 24.2 1970 47.35 55/17 2124 17006 1088.20 1244/805 39092 23.7 230 71.15 80/52 230 152 325.00 350/71 160 8.4 166 255.70 292/125 164 13.0 14112 169.50 185/58 14761 106.6 227 92.95 105/49 144 38.3 5407 160.05 206/138 5341 290 30.00 36/17 360 443 1331.15 1331/355 443 33.9 1746 342.20 410/134 1751 423 680.00 705/177 423 295.7 1507 64.00 68/34 1367 35.1 56352 392.60 423/274 152730 9919 62.15 71/42 9692 5352 32.20 33/21 27907 15617 491.25 526/196 15664 99.6 502 16.00 20/13 484 11.9 182 80.50 99/55 175 46770 1103.45 1129/616 92857 16.5 4176 118.00 125/15 3986 88.7 151 39.95 48/36 154 227 1303.25XB 1487/859 226 32.7 9383 118.10 125/41 9797 87.9 1774 1598.60 1675/982 1763 37.4 764 1750.00 1881/1022 764 30.4

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

33

Databank

Updated as on May 05, 2017

34

1.00 3.00 2.50 5.00

0.3 0.8 0.0 0.5 1.8

12.1 12.4 19.3 11.7 7.7

612 369.4 125.8 -73.5

26.6 15.1 -1.4

6.00 2.45 -

0.6 0.0 0.3

10.8 1612 1680.6 26.3 1612 200.1 - 1612 157.7

1612 41.6 1612 19.1 1612 67.9 1612 18.2 1612 616.6

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

2.4 1612N 114.9

-20

8.3

120.2 145.4 629.6 119.0 1856.6

79 -7 -23 -11 21

21.0 8.3 165.7 18.5 83.0

221 8 -11 4 506

72.8 1612N 4780.1 29.0 1612N 668.6 -61.5 1612N 493.1

15 16 8

237.0 118.0 -73.2

8.0 -5.0 3.6 1.2 41.7

1612N 1612N 1612N 1612N 1612N

54.30 74.28 72.55 74.95 52.51 65.02 75.00 51.51

47 227.15 237/143 6536 47.3 7099.85 8703/3099 1666 12.2 1901.15 2095/1518 1202 37.2 87.50 120/67 604 41.8 45.80 51/24 260 21.3 554.80 612/438 3084 55.3 47.90 60/37 436 19.60XB 26/12 208 -

49.4 8.8 5.0 48.6 10.1 9.9 22.5 1.6

5522 1640 1141 597 246 3079 436 209

0.72

5.3

948

70.10 25 9.17 65.40 0 0.00 54.42 0 28.17 51.23 81 0.12 56.10 0 0.89

37.4 8.2 29.2 26.0 21.3

4580 201 3888 354 1728

40 2051.45 2377/1161 4624 557.50 769/365 248 23.3 563.10 590/325 3883 24.9 221.05 233/81 411 23.8 1226.75 1378/377 2218 17.4

-21 34.62 68 51.60 7.5 26 58.22 0 16.42 36.9 -23 52.30 86 34.88 110.9

17496 7960 10903

55 1257.60 1443/1111 19343 56.0 958.25 1279/793 7733 52.9 210.60 231/143 11939 -

-42 56.66

8 2.43 0 2.55 0 14.75 0 0.07 0 0.25 0 21.02 0 0.00 0 0.00

Trailing P/E Ratio

9.5 22.2 25.6 8.9 21.2

28 230 0 104 -7 349 104

Entprise Value (` Cr)

250 21.3 8.0 177.1 14.2 29.9

36.2

89.2 117.8 21.9 9.6 41.5 5.7 0.1

52-Week High/Low

14.9 1612

9 21 7 4 33 -4 -12 145

1980 3068.30 3330/1340 1980 60.9 266 102.75 120/76 292 34.3 23360 133.05 140/70 23917 94.0 18655 328.00 405/244 39745 46.6 2802 118.25 128/86 10999 17.0 7632 90.65 107/39 15023 11.9 181 1.88 6/1 180 16504 617.40 675/348 16501 109.5 5712 1119.95 1420/852 5211 45.2 385 310.50 365/280 385 154 50.75 59/24 141 35.0 922 13.11 37/9 1006 13737 950.95 972/274 13973 159.2 536 430.10CB 444/165 1290 17.8 15627 391.20 419/186 28588 13.9 178 106.30 115/64 193 7.9 458 892.00 960/595 456 38.5 540 4400.00 5040/270 539 118.2 4701 44.90 50/31 5341 647 374.50 409/179 1315 161 12.02 14/9 160 742 28.90 37/22 507 9.4 423 4116.00 5147/2925 366 20.3 1843 2330.05 2538/1220 1831 40.0 959 53.25 65/22 5858 6.0 821 1552.05 1775/664 808 200.8 42769 162.00XB 169/78 243175 6.3 2906 45.25 49/34 9133 10.2 1437 1006.35 1085/531 1457 45.1 340 27.80 52/16 340 16475 652.15 691/365 32232 27.1 3273 183.55 294/183 3955 41977 212.55XB 218/76 185388 6.9 379 336.45 339/137 379 175 34.95 50/19 825 11.9 458 144.05 147/43 457 1383 353.50 717/293 2151 16.6 161 7.30 14/2 167 709 174.75 308/153 1192 13.8 14080 2135.10 2650/1507 23706 25.3 22712 1001.05 1325/778 53948 18.1 185 175.00 184/80 251 10.9 5197 103.30 106/42 17652 57.9 166 16.95 24/7 280 627 21.90XB 40/17 626 147 79.75 90/26 138 714 655.25 681/289 705 97.0 17370 1563.15 1725/1089 23910 36.3 3671 666.30 699/487 3658 16.9 786 97.35 102/35 1777 13.9 4142 346.55 547/217 5385 19.9 416 317.30 376/280 416 265 10.59 26/11 270 894 2799.95 2986/995 893 24.2 251 64.95 86/36 265 7.4 579 500.75 540/154 605 33.2 1241 23.60 48/21 1240 -

(21/04/17)

0.6

1749.2 191.7 282.2 137.5 187.0 97.3 19.6

6.2 2.0 377.2 58.0 20.4 94.6 1.4 58.8 140.5 0.5 4.8 3.9 14.7 7.2 40.3 12.6 21.8 73.4 1.7 207.6 206.0 0.7 6.3 42.7 11.8 230.9 119.8 9.4 69.8 950.0 23.7 280.9 1.4 14.1 15.0 15.9 0.7 2.1 15.1 50.6 3.8 51.4 1.2 7.0 24.1 60.2 23.6 27.7 68.0 65.6 0.6 1.5 7.3 23.8 8.2 1.9

CMP (`)

27.8 10.00

1612N 1612N 1612N 1612N 1612N 1612N 1612N

Market Cap (` Cr)

17 17.2

1612N 18.0 20 17.6 21 74.99 0 0.02 1612N 18.4 18 7.5 8 74.81 0 0.00 - -89 - 66.62 0 14.99 4 - 51.85 0 42.19 1612N 1501.1 -5 108.6 -17 27.74 0 49.30 1612N 2218.3 38 518.8 144 34.45 3 40.16 1612N 7.1 565 0.2 -79 26.53 0 0.00 1612N 247.9 32 174.5 26 30.41 53 56.74 13 - 0.00 0 58.85 1612N 1.0 49 -2.0 -2740 2.47 0 0.00 1612N 39.5 20 5.9 194 65.78 0 2.37 1612N 28.9 12635 10.9 260 25.22 0 0.00 31 - 70.86 0 14.01 24 - 74.92 0 0.05 1612N 4019.0 18 858.1 58 73.71 0 21.65 1612N 1.4 9 21.3 120 70.41 0 0.07 1612N 13.9 -18 11.5 -14 55.61 0 5.00 1612N 3.4 108 2.4 92 - 0 0.00 -3 - 74.99 0 5.78 1612N 229.7 102 140.4 862 70.67 0 0.00 1612N 5.9 -49 1.7 -54 41.74 0 3.08 1612N 74.6 -83 74.3 122 64.32 0 10.69 1612N 2232.2 21 15.1 3 72.70 0 0.00 1612N 51.5 17 46.3 18 57.54 0 0.25 1612N 439.6 66 155.4 403 74.06 0 2.21 1612N 2.8 -57 0.1 -97 72.50 0 7.53 1612N 21044.2 1 5535.9 14 66.34 0 28.16 1612N 919.7 0 235.6 -31 64.99 0 11.39 1612N 48.8 -2 18.2 -17 46.39 0 14.21 1612N 33.3 167 1.7 7 76.09 0 0.00 0 - 52.00 36 29.62 1612N 32.8 -71 -108.7 -172 50.92 86 20.56 1612N 17556.8 -0 4926.5 10 58.86 0 32.23 1612N 1.2 50 0.6 32 0.00 0 0.00 1612N 123.8 1 11.0 24 64.21 0 0.00 1612N 0.7 -54 -2.0 -2811 72.48 0 0.35 1612N 608.2 59 67.1 61 31.73 17 22.49 1612N 0.3 -10 0.0 45 19.46 0 0.00 25 - 44.50 0 32.40 16 - 33.76 0 27.80 11 - 26.08 0 49.52 1612N 22.9 18 14.4 45 62.75 0 0.05 1612N 1646.9 16 75.3 75 60.79 0 22.61 1612N 25.0 -37 2.9 -48 69.16 0 0.00 1612N 9.3 -41 0.1 -75 24.92 18 10.61 1612N 0.0 2.6 -39 50.30 0 0.22 1612N 0.2 -96 -2.3 -138 73.99 0 4.07 1612N 1747.6 1 356.1 0 36.04 0 16.90 1612N 235.4 11 186.3 8 73.01 0 4.42 1612N 153.9 4 53.2 6 43.31 0 2.58 45 - 0.00 0 59.81 1612N 128.5 35 0.8 -43 0.89 0 0.00 1612N 0.0 -35 -0.2 -19 71.19 0 0.00 1612N 16.3 -38 11.8 -49 74.89 0 4.08 1612N 2442.5 46 31.7 536 45.44 0 0.22 1612N 4580.1 25 12.4 -26 74.77 0 0.00 1612N 6.3 -42 0.2 -50 17.35 0 0.03

MARKET RELATED DATA

No. of Shareholder (in’ 000)

25.9 97.1 7.6 6.5 5.0 13.4 1.0 0.0

Inst. Stake (%)

1612 573.0 1612 72.0 1612 99.5 1703 50.0 1612 50.3 1612 66.1 1612 29.6 1612 3.3

Pledged (%)

24.7 9.2 20.4 21.4 5.5 25.3 0.1

Prom. Stake (%)

2.7 0.1 0.9 1.9 0.2 0.0 0.0 0.1

NP Growth (%)

259 97.3 4.0 0.60 52.3 226.2 25.00 30.6 51.1 24.00 14.3 2.1 6.7 1.2 0.50 58.7 10.6 1.80 -0.4 -0.0 0.0 0.0 -

NP (` Cr)

-0.1 1.2 228.8 234.1 29.4 189.9 -0.6 80.5 21.9 -2.1 1.9 3.1 5.8 11.1 291.1 2.0 5.8 -0.0 -7.8 12.2 0.7 11.1 4.8 3.9 65.9 0.0 1949.9 83.2 4.2 1.3 155.0 -43.3 1754.4 0.2 4.0 -0.1 16.4 0.0 2.6 12.0 149.6 2.1 26.2 0.9 0.0 1.9 -0.2 138.2 22.4 16.7 20.4 -0.5 -0.1 1.5 2.4 7.9 0.1

Sales Growth (%)

0.0 4.8 239.5 1825.5 487.9 790.4 3.5 103.2 62.6 0.5 13.2 8.5 17.6 79.9 1340.9 0.1 6.5 0.2 17.9 45.8 2.0 24.7 776.8 5.8 166.3 0.9 7010.2 313.4 13.7 12.1 630.0 7.0 5646.4 0.4 42.6 0.3 207.3 0.1 70.3 1107.1 2711.9 4.5 452.1 4.7 1.9 0.0 0.0 598.1 32.3 49.6 0.0 45.7 0.0 2.8 338.7 1514.9 1.7

Sales (` Cr)

1612 1612 1703 1703 1612 1612 1612 1612 1703 1612 1612 1612 1703 1703 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1703 1703 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612

SHAREHOLDINGS

YEAR TO DATE Year / Months

Sales (` Cr)

6.2 1.3 6.0 6.2 9.2 12.3 0.2 6.9 8.3 0.8 1.9 12.7 16.9 14.4 2.2 3.8 12.9 0.7 1.8 14.7 4.4 4.7 5.5 17.1 21.4 11.8 1.1 3.0 3.3 19.7 5.6 8.6 17.5 0.4 9.1 12.3 11.0 6.7 2.1 2.7 0.7 3.5 14.4 9.1 10.4 17.1 0.3 17.3 3.2 21.8 0.8

NP (` Cr)

Latest Qtr. Year

0.0 0.0 0.5 3.6 4.2 2.9 0.0 0.0 0.0 0.0 0.1 1.2 0.6 5.2 2.4 0.0 0.0 0.0 0.2 0.4 0.0 0.0 0.1 0.0 6.7 0.0 5.6 3.6 0.1 0.0 1.3 0.3 5.1 0.0 4.8 0.0 4.6 0.2 1.0 2.3 3.3 0.4 4.7 0.9 0.0 0.0 0.0 2.1 0.0 1.9 1.4 0.0 0.2 0.0 0.1 0.7 0.0

RONW (%)

29.5 45.7 15.00 7.2 2.8 2.50 248.7 1.4 400.2 7.0 2.40 187.1 7.9 0.80 337.2 4.0 1.80 0.2 0.0 115.2 4.3 3.60 126.3 24.8 -0.7 -0.5 0.5 0.2 1.4 0.0 86.3 6.0 5.50 30.1 24.1 809.6 20.3 6.00 11.2 6.7 1.50 13.8 26.8 3.4 27.8 -118.7 -1.1 -32.7 -18.9 4.1 0.3 37.9 1.5 20.4 198.6 38.9 49.2 25.00 34.5 1.9 1.10 7.5 14.2 9.00 6113.5 23.2 13.90 391.1 6.1 1.20 35.6 25.0 10.00 2.4 0.2 419.0 16.6 10.50 83.8 4.7 5627.7 28.5 17.10 0.7 0.6 12.5 2.5 1.00 -2.1 -0.7 57.9 14.8 0.2 0.0 51.3 12.6 1.00 556.1 84.3 15.00 1257.3 55.4 10.00 12.5 11.8 1.25 57.4 1.1 0.50 3.3 0.3 0.4 0.0 -4.0 -2.2 15.7 14.4 477.3 43.0 11.00 202.6 36.8 17.00 53.6 6.6 1.80 207.6 17.4 0.80 0.3 0.2 -0.3 -0.0 48.2 150.9 3.00 7.0 1.8 21.9 18.9 7.50 0.5 0.0 -

EPS (`)

DERatio

LATEST QTR.

Div (`)

Kama Holdings Ltd. 10 1603 6.5 742 30 Kiran Vyapar 10 1603 25.9 219 20 L&T Finance Holdings 10 U1703 1755.7 23 278 *M&M Fin.Services 2 U1703 113.8 114 6174 Magma Fincorp Ltd. 2 1603 47.4* 86 2110 Manappuram Finance 2 1603 168.4* 33 2213 Mangalam Industrial 1 1603 96.2 1 2 Max Financial Servic 2 1603 53.5* 62 201 MCX 10 U1703 51.0 298 259 Meenakshi Enterprise 10 1603 12.4 10 2 Monarch Networth Cap 10 1603 30.3 19 44 Monotype India 1 1603 70.3 1 18 *Motilal Oswal Financ 1 U1703 14.4 47 141 *Muthoot Capital 10 U1703 12.5 143 284 Muthoot Finance 10 1603 399.5 141 4861 Nahar Capital & Fina 5 1603 8.4 302 1 Nalwa Sons Investmen 10 1603 5.1 707 19 NBI Industrial Fin 10 1603 1.2 216 4 Network 18 Media & I 5 U1703 523.5 24 67 Oscar Investment 10 1603 17.3 958 145 Oswal Agro Mills 10 1603 134.2 42 29 Oswal Green Tech 10 1603 256.8 84 452 Paul Merchants 10 1603 1.0 1355 2464 Pilani Investmen 10 1603 7.9 1110 47 PNB Gilts Ltd. 10 1603 180.0 41 343 Pneumatic Holdings 10 1603 5.3 259 12 Power Finance Co 10 1603 2640.1* 135 27474 PTC India Financial 10 1603 642.3 28 1187 Rane Holdings Ltd. 10 1603 14.3 212 75 Ravindra Energy Ltd. 10 1603 122.1 18 122 *Reliance Capital 10 U1703 252.6 542 1954 Religare Enterprises 10 1603 178.3 141 125 Rural Electrific 10 1603 1974.9* 145 23638 Sai Baba Investment 10 1603 11.3 12 2 Sakthi Finance 10 1603 50.0 29 168 Sastasundar Ventures 10 1603 31.8 70 2 Satin Creditcare 10 1603 39.1 85 552 Satkar Finlease 1 1603 22.0 2 1 SE Investments 10 U1703 40.6 138 250 Shriram City Uni 10 U1703 65.9* 684 4432 *Shriram Trans.Fi 10 U1703 226.9 503 10829 SIL Investments Ltd. 10 1603 10.6 177 23 SREI Infrastructure 10 1603 503.1 55 1890 SRS Finance Ltd. 10 1603 98.1 13 53 Stampede Capital 1 1603 28.6* 2 20 STEL Holdings 10 1603 18.5 63 0 Summit Securities 10 1603 10.9 406 17 Sundaram Finance 10 1603 111.1* 298 2312 Tata Investment 10 1603 55.1 406 252 Tourism Finance 10 1603 80.7 64 184 *Ujjivan Financial 10 U1703 119.5* 102 0 V B Industries 10 1603 13.1 76 144 Vaarad Ventures 1 1603 25.0 1 0 Vardhman Holdings 10 1603 3.2 872 52 VLS Finance L 10 1603 38.7 56 1914 Weizmann Forex 10 1603 11.6 87 4779 Yamini Investments 1 1603 52.6 1 13 47 GLASS IND. COMPOSITE 185 3522 Asahi India Glass 1 1603 24.3 16 2168 Borosil Glass 10 1603 2.3 2462 222 Empire Inds. 10 1603 6.0 250 385 *Guj. Borosil Ltd 5 U1703 34.1 10 183 Haldyn Glass 1 1603 5.4 22 141 La Opala RG Ltd. 2 1603 11.1 42 249 Saint-Gobain Sekurit 10 1603 91.1 9 141 Viaan Industries 1 1603 10.7* 1 33 48 GRANITES/MARBLES IND. COMPOSITE 6 193 Pokarna Ltd. 10 1603 6.2 187 193 49 HORTICULTURE ANDFLORICULTURE IND. COMPOSITE 70 3461 Advanced Enzyme Tech 10 1603 22.3 79 139 JK Agri Genetics Ltd 10 1603 3.6 179 189 Kaveri Seed Company 2 1603 13.8 133 849 Nath Bio-Genes 10 1603 16.0 76 162 Venky’s (India) Ltd. 10 1603 14.1 277 2122 50 HOSPITALS AND MEDICALSERVICES IND. COMPOSITE 1152 10350 Apollo Hospitals 5 1603 69.6 247 5409 Dr. Lal Pathlabs Ltd 10 1603 83.1 58 765 Fortis Healthcare 10 1603 517.7 71 612

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

1528.80

24 1615/710 1011 84.4

DSIJ.in

DSIJ.in

6.1 0.4 7.2 0.4 -2.5 14.2 0.2 -1.3 1.6 2.2 0.0

0.3 0.5 0.0 0.1 0.6 0.1 0.2 3.9 0.7 2.0 0.0

11.8 0.9 7.1 6.6 21.8 1.5 4.5 6.4 0.1

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

13.9 42.8 1530.0 37.6 216.3 9.6 11.6 226.6 175.2 210.5 0.0

-1.0 20.4 367.9 1.7 -381.9 3.9 0.1 -388.5 2.0 -154.0 -1.7

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N -

59.0 148.0 4479.4 145.4 908.1 32.2 64.7 1049.1 554.1 827.7 -

169 180 8 116 7 -2 101 -44 8 -55 -

4.3 872 52.12 0 9.46 134.5 60.9 720 70.85 71 3.00 17.2 2380.1 176 61.65 0 36.03 39.1 10.5 189 58.43 96 19.87 51.1 -1205.3 -1903 61.65 74 28.24 414.9 11.5 2 59.92 0 5.52 7.5 0.8 -5 64.45 0 1.56 3.1 -666.9 -142 58.52 95 20.28 235.6 10.1 -37 69.51 39 14.63 8.8 -249.2 -705 18.64 51 57.80 38.1 - 64.14 0 5.56 80.8

314 110.50 861 105.70 67714 366.10 408 4.33 9778 16.20 224 205.00XB 397 53.55 1084 3.27 1094 67.30 284 11.92 545 3.94

215557 -10564 22 410 2.3 0.5 - 0.6 424 162 -31.9 -36.6 - 0.6 147 2996 30.8 13.1 10.00 1.2 47 838 18.7 2.1 0.60 0.3 102 519 19.3 10.1 1.00 0.8 31 61 1.3 0.3 - 1.4 201 11803 -2839.4 -125.4 - 9.4 3 2598 -326.5 -1.4 - 11.5 94 425 44.2 11.5 - 0.5 43 618 27.1 3.3 - 0.2 113 91 18.5 12.6 7.50 0.0 216 1539 -63.4 -18.0 - 1.5 96 983 33.2 15.1 1.50 1.6 5 159 -13.3 -0.8 - 1.1 64 504 6.5 6.3 0.50 2.0 4 584 4.0 0.1 - 0.8 -18 992 -382.2 -26.1 - -6.3 -97 1213 -666.1 -77.2 - -3.6 112 624 69.5 3.9 0.50 0.0 166 6170 221.3 6.9 1.00 0.9 125 12548 -1018.9 -11.1 - 2.1 -14 6573 -387.8 -9.7 - -15.9 26 6417 14.6 0.6 - 3.0 87 36707 -3498.3 -14.5 0.75 1.4 135 1180 113.6 26.0 - 0.4 45 841 8.1 3.5 0.70 1.0 42 1134 90.6 6.6 - 0.2 3 377 0.7 0.0 - 0.2 1 76 2.3 0.0 - 0.0 20 280 5.9 2.5 - 0.9 341 1019 39.2 5.8 2.50 0.0 98 1391 82.8 14.5 1.50 0.5 32 1827 -1683.2 -83.8 - 11.0 33 2732 1.6 0.1 - 5.4 54 152 -6.6 -1.5 - 0.5

2.2 8.9 2.1 9.8 1.0 12.2 7.7 11.2 15.8 9.8 2.3 3.5 4.2 2.4 19.3 7.7 15.5 1.2 2.4 12.3 1.4 14.8 0.1 -

1612 84.2 1612 24.6 1612 743.9 1612 270.1 1612 175.3 1612 16.8 1612 3705.7 1612 477.0 1703 100.4 1703 179.9 1612 22.1 1612 348.2 1612 308.9 1612 38.2 1612 326.4 1612 257.1 1612 372.3 1612 134.9 1612 1375.1 1612 3518.9 1612 2092.9 1612 1804.4 1612 13354.4 1612 391.5 1612 221.8 1703 320.1 1612 114.8 1703 37.1 1612 382.3 1612 210.8 1612 240.8 1612 652.0 1612 3.7

0.2 -9.3 10.1 22.8 8.5 0.4 -734.0 -413.4 7.2 5.5 6.1 -13.6 1.5 0.4 1.6 -73.5 -52.2 -18.0 80.7 -186.5 40.4 55.2 819.2 34.3 2.6 13.3 0.4 1.5 43.6 2.7 -506.6 2.1 -11.5

1612N 287.7 1612N 81.2 1612N 2051.0 1612N 677.6 1612N 516.6 1612N 44.8 1612N 9478.1 1612N 1865.1 1612N 75.9 1612N 1091.6 1612N 910.5 1612N 111.3 1612N 858.9 1612N 800.0 1612N 1052.8 1612N 509.0 1612N 4009.9 1612N 9768.1 1612N 6009.9 1612N 4846.6 1612N 36510.8 1612N 1066.6 1612N 583.2 1612N 294.2 1612N 975.6 1612N 769.3 1612N 889.9 1612N 2009.0 1612N 5.0

-16 71 -2 3 32 -7 9 7 -17 -12 10 -11 20 -21 104 7 28 9 -7 6 23 -2 34 21 -9 -6 3 -50 41 -27 -40 -2 -95

0.9 54 74.96 0 -40.2 -302 71.35 42 22.8 31 37.47 0 43.5 108 61.35 35 25.8 75 69.46 0 1.1 26 61.15 0 -2370.5 -11 58.60 72 -1170.1 -92 45.23 80 - 64.09 0 - 62.46 1 22.8 84 73.26 0 -88.5 -268 67.36 34 13.6 -49 60.46 0 -4.4 -173 61.44 0 - 0 4.0 124 49.88 23 -222.7 21 51.58 73 -164.5 64 65.13 55 -12.6 -128 73.00 0 193.8 -21 53.58 4 -870.4 28 61.88 39 -102.8 82 74.07 97 157.6 5589 54.65 22 2573.2 166 41.62 45 118.7 40 60.60 0 6.8 17 69.61 0 - 59.56 0 0.9 -74 62.83 21 - 46.11 49 - 73.49 0 106.4 12126 59.79 0 21.3 -62 49.17 60 -1274.3 -2 25.26 10 18.5 520 71.68 18 -34.4 -121 49.22 0

507 207 3534 584 337 467 1733 1262 938 337 492 337 198 164 153 147 200 165 1547 2545 9896 2804 2928 45879 1609 233 1322 413 183 207 2311 263 762 1126 218

3.00 0.50 0.16 0.20 -

-50 404 -2 30 56 56 26

62.97 24.38 50.99 75.00 49.78 63.85 63.96

0 0.46 0 43.87 0 2.66 0 0.00 0 0.74 0 30.06 0 16.57

0.00 0.00 15.74 2.58 0.00 4.74 4.03 29.59 0.15 0.00 4.38 0.61 9.88 0.74 0.00 9.16 2.58 3.61 6.48 21.29 19.56 14.98 26.42 36.33 5.29 0.12 2.54 0.00 15.53 0.00 13.78 6.34 53.43 5.25 0.13

21.2 10.8 46.6 51.7 7.6 29.6 25.7

1.6 0.9 7.6 125.3 0.8 3.6 44.1 53.5 1.1 7.3 5.4 19.4 11.8 5.1 11.7 125.4 9.2 75.2 46.0 177.8 46.4 42.9 712.4 43.0 9.6 61.7 12.9 147.7 0.2 23.0 30.4 25.8 41.7 32.2

280 309 281 232 176 254 1101 7608 213 153 933 5696 12722 649 3918 738 292 220 420 1039 149 827 3678

58 60.55 69/47 284 31.3 268.00 299/141 311 17.3 144.70 145/96 1175 202.10 239/117 384 1356.00 1388/1000 165 21.8 15.55 18/11 537 361.40 385/260 1122 25.7 133.10 136/86 7807 109.9 133.00 146/92 188 13.7 17.70 26/18 161 20.00 24/15 5146 664.05 746/168 5417 178.3 128.60 143/89 14265 64.0 495.15 679/385 644 16.8 441.30 513/383 3890 29.9 41.30 46/20 1031 107.30 120/61 324 30.7 394.85 454/275 219 24.1 89.50 103/60 415 165.65 184/76 1293 67.4 50.95 122/49 237 206.20 221/151 832 27.4 236.45 264/152 3678 -

159 2184 524 262 1339 6334 3801

85.20 254.85 57.15 16.05 1223.70 309.95 707.55

108.40 177.85 1498.30 65.75 176.70 103.95 76.50 5.24 243.75 41.50 335.05 95.65 89.75 10.37 148.40 3.70 13.65 19.15 86.70 79.60 108.15 70.20 124.10 189.80 368.60 99.60 96.30 18.40 2.04 86.05 344.95 46.05 37.95 79.60 49.25

52-Week High/Low

2.5 17.3 22.3 4.0 45.9 70.7 54.5

CMP (`)

10 18 1 24 14 13 27

Market Cap (` Cr)

105.8 406.0 579.6 39.7 394.3 1223.2 217.2

Trailing P/E Ratio

13485 -465 51 113 17.3 46 136 3.3 100 5596 1323.4 9 403 58.2 16 799 -1518.9 65 44 15.5 12 57 1.3 5 2671 -445.0 36 695 26.7 34 2970 52.8 5 0 0.6

1612N 1612N 1612N 1612N 1612N 1612N 1612N

Entprise Value (` Cr)

4.7 118 50.16 0 0.12 4.7 8.6 945 65.63 0 11.20 12.7 -31.2 -96758 72.48 100 0.17 14.5 -6.5 -34 65.32 0 1.08 13.6 4.6 -4 62.55 0 0.00 5.8 -12.7 -10 73.80 0 0.92 18.7 24.6 23 74.99 0 14.25 5.8 45.9 -41 35.24 0 18.00 67.1 10.9 16 74.99 0 0.00 3.4 - 74.78 0 0.00 1.3 -116.0 -338 63.88 94 5.25 95.8 13.9 210 87.02 0 3.74 4.3 110.8 611 38.65 0 39.93 135.7 21.9 40 80.99 0 0.02 11.9 98.8 16 67.49 0 21.40 24.2 -5.3 54 65.78 1 11.69 17.2 6.5 46 70.79 1 0.01 16.5 7.3 40 52.27 0 41.96 2.6 -13.0 -403 51.19 0 18.09 12.6 9.6 271 74.98 0 6.50 38.3 3.2 -18 31.89 83 0.66 6.9 22.8 23 45.29 3 12.36 8.8 -0.2 -38 62.17 0 22.16 3.6

0.9 5.5 5.7 1.3 14.4 19.3 16.9

(05/05/17)

16 5 2 4 -1 -8 10 -8 4 -8 7 17 6 7 12 10 -5 23 -1 0 -5 19 -47

36.3 136.1 191.3 14.0 129.5 396.8 70.1

No. of Shareholder (in’ 000)

Sales Growth (%)

41.7 71.7 181.8 98.5 33.8 193.8 182.0 925.7 43.1 501.6 355.7 1684.2 59.4 778.3 241.3 60.7 34.5 241.6 195.3 96.6 194.2 0.0

1612 1612 1612 1612 1612 1612 1612

Pledged (%)

Sales (` Cr)

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

6.5 13.9 24.0 23.0 5.9 15.7

Prom. Stake (%)

Year / Months

3.4 4.5 -6.6 2.9 3.8 -3.3 20.9 54.3 5.7 1.3 -18.4 8.3 92.1 6.9 35.7 3.8 4.2 3.7 -4.6 3.7 0.6 10.6 -0.1

0.0 0.3 0.2 0.5 0.7 0.1 0.0

NP Growth (%)

NP (` Cr)

17.8 25.8 68.1 36.7 16.3 70.8 85.1 375.4 18.2 11.7 195.7 143.5 695.6 20.3 270.5 90.7 22.1 12.5 83.3 72.4 35.6 78.7 0.0

0.50 1.80 2.50 9.55

NP (` Cr)

Sales (` Cr)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

3.3 -0.3 3.1 0.2 37.0 2.8 10.9

Div (`)

17.0 1.0 15.2 16.0 3.8 17.4 6.8 5.2 13.0 16.9 3.9 9.4 0.1 2.4 21.4 -

6.2 -2.8 28.2 3.2 40.4 56.8 58.8

EPS (`)

1.4 0.48 0.1 7.1 2.00 0.0 -8.7 - 1.7 -3.4 1.00 0.6 63.7 20.00 0.0 -0.7 - 0.4 12.6 4.00 0.1 1.8 1.10 0.1 8.8 1.00 1.3 -0.5 - 0.0 -3.9 - -24.3 2.6 1.50 0.0 2.0 - 0.4 25.5 10.00 0.0 13.2 5.00 0.0 -0.4 0.20 1.3 2.7 - 0.2 12.7 4.00 0.0 0.1 - 0.0 1.3 0.40 0.7 -5.2 - 0.8 6.5 1.00 0.1 -0.0 - 0.0

51 130 61 470 22 758 1 43 160 465 47 1464 70 235

NP (` Cr)

Latest Qtr. Year

MARKET RELATED DATA

RONW (%)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

DERatio

LATEST QTR.

8391 361 8 53 6.4 740 98 8.2 280 241 -17.0 246 132 -3.9 418 50 8.3 41 281 -10.7 79 246 38.4 43 1417 101.5 50 59 14.1 29 42 -3.9 -4 661 -180.2 39 437 22.6 39 2274 201.0 196 56 33.4 78 952 117.3 12 308 -7.9 71 88 7.5 129 39 7.1 66 321 0.3 56 270 8.4 41 136 -15.2 30 232 25.9 31 0 -0.4

Sales (` Cr)

Fortis Malar Hospita 10 1603 18.7 Healthcare Global En 10 1603 85.7 Indraprastha Med 10 1603 91.7 KMC Speciality Hospi 1 1603 16.3 Kovai Medical 10 1603 10.9 Narayana Hrudayalaya 10 1603 204.4 Thyrocare Tech. 10 1603 53.7 51 HOTELS AND RESORTS IND. COMPOSITE 854 Advani Hotels 2 1603 9.2 Asian Hotels (East) 10 1603 11.5* Asian Hotels (North) 10 1603 19.5 Asian Hotels (West) 10 1603 11.5 Benares Hotels 10 1603 1.3 Country Club Hospita 2 1603 32.7 EIH Associated 10 1603 30.5 EIH Ltd. 2 1603 114.3 Fomento Resorts 10 1603 16.0 Graviss Hospitality 2 U1703 17.3* Hotel Leela Ven. 2 1603 93.3 India Tourism De 10 1603 85.8 Indian Hotels Co 1 1603 98.9 Mac Charles 10 1603 13.1 Mahindra Holidays 10 1603 88.8 Oriental Hotels 1 1603 17.9 Royal Orchid Hotels 10 1603 27.2 SinclairsHotels 10 1603 5.6 Speciality Restauran 10 1603 47.0 Taj GVK Hotels & Res 2 1603 12.5 TGB Banquets 10 1603 29.3 The Byke Hospitality 10 1603 40.1 Westlife Development 2 1603 31.1 52 INFRASTRUCTURE -GENERAL IND. COMPOSITE 3525 Arvind SmartSpaces 10 1603 28.4 Atlanta Ltd. 2 1603 16.3 Bharti Infratel Ltd. 10 1603 1849.6 Gammon Infrastructur 2 1603 188.4 GMR Infrastructure L 1 1603 603.6 Kesar Terminals & In 5 1603 5.5* Kridhan Infra 2 1603 14.8 Lanco Infratech Ltd. 1 1603 331.4 MEP Infrastructure 10 1603 162.6 Pratibha Industries 2 1603 47.7 RattanIndia Infra 2 1612 276.5 53 IRON AND STEEL IND. COMPOSITE 11063 Adhunik Industries 10 1603 46.8 Alliance Integrated 10 1603 11.6 APL Apollo Tubes 10 1603 23.6 Balasore Alloys 5 1603 44.4 Beekay Steel Indus 10 1603 19.1 Bharat Wire Ropes Lt 10 1603 45.0 Bhushan Steel Ltd. 2 1603 45.3 Electrosteel Steels 10 1603 2409.2 Gallantt Ispat Ltd. 10 U1703 38.5* Gallantt Metal 10 U1703 81.3 Gandhi Special 5 1603 7.3 Godawari Power & Isp 10 1603 35.2 Goodluck India 2 1603 4.4 Gyscoal Alloys Ltd. 1 1603 15.8 Hi-Tech Pipes Ltd. 10 1603 10.3 India Steel Works Lt 1 1603 39.8 ISMT Ltd. 5 1603 73.3 Jai Balaji Industrie 10 1603 86.3* Jai Corp Ltd. 1 1603 17.8 Jindal Saw 2 1603 64.0 Jindal St & Pwr 1 1603 91.5 Jindal Stainless 2 1603 79.9 Jindal Stainless (Hi 2 1603 47.2* JSW Steel 1 1603 241.7 Kalyani Steel 5 1603 21.8 Kamdhenu L 10 1603 23.4 Kirloskar Ferrou 5 U1703 68.7 Lloyds Metals & Ener 1 1603 22.4* Lloyds Steels Ind. 1 U1703 89.9* M D Inducto Cast Ltd 10 1603 24.1 Maha. Seamless 5 1603 33.5 Man Industries I 5 1603 28.6 Monnet Ispat & Energ 10 1603 200.8 Mukand Ltd. 10 1603 141.4 Oil Country Tub. 10 1603 44.3

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

102/50 289/167 64/45 18/7 1378/660 375/285 780/524

134 2306 565 269 1414 6448 3794

42.7 18.8 23.5 77.2 54.3

117/62 113/31 413/283 6/3 19/10 344/182 92/48 6/3 70/34 34/10 5/3

361 1044 64559 166 14882 232 410 7788 1479 1612 543

48 14.2 11.6 23.8 14.2 55.0 -

202/53 180/91 1550/785 77/17 189/67 121/38 83/35 7/2 690/228 55/29 357/210 123/52 134/78 16/4 168/80 6/2 16/7 25/6 92/52 87/39 135/58 84/14 154/34 207/125 413/155 112/50 112/55 20/9 3/1 94/35 368/185 67/42 41/19 88/31 62/25

565 434 3959 701 494 591 43925 10018 1108 395 489 1383 524 252 276 210 1874 3161 1539 7048 33479 12111 4767 73224 1863 329 1415 417 165 248 2310 361 7459 3524 344

12 97.6 14.1 11.1 21.2 12.5 17.0 9.7 8.5 17.3 10.9 25.6 14.6 16.0 5.5 46.0 -

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

35

Databank

Updated as on May 05, 2017

36

5.0 129.7 93.2 6.9 14.1 5.4

12 2 4 92 69 88

72.67 0 0.05 71.99 2 16.80 73.52 0 0.25 51.02 0 32.47 54.21 0 0.00 54.80 0 4.49 58.82 41 0.98 32.05 47 2.05

6658 90 2418 155 450 91 454 37 926 40 1713 82 80 214 617

479 218.7 14.8 10.2 78.1 120.3 11.3 25.1

17.0 12.2 6.0 6.5 10.0 4.5 22.0

3.50 1.20 0.50 0.60 1.50

0.0 1.1 0.8 0.4 0.4 0.0 0.7

18.5 7.8 6.6 17.5 25.1 5.5 10.2

1612 1612 1612 1612 1612 1612 1612

640.8 127.3 126.9 228.0 391.0 23.3 139.2

37.7 4.0 1.1 17.2 25.1 2.6 3.1

1612N 1612N 1612N 1612N 1612N 1612N 1612N

1899.2 362.1 354.7 730.6 1242.8 73.2 459.0

1 2 5 1 1 20 1

122.8 13.4 5.6 53.5 88.7 9.6 11.5

-35 5 -26 9 1 10 -32

52.95 47.72 61.73 73.77 74.92 63.78 54.88

7 7

0.1

0.1

-

0.0

0.9 1612

1.5

3.6 1045

0.2

4806

0.00

11

4962 158 13 357 53.9 1.6 55 1205 124.2 5.1 0 64 -278.4 -17.8 2 17 -0.0 -0.0 3 164 6.2 0.6 2 0 0.0 0.0 76 347 103.5 7.3 83 591 18.5 3.3 26 240 20.6 1.2 32 0 -0.0 -0.0 35 253 7.3 6.9 56 1723 102.3 11.2 8535 8 351 153 6106 156 2079

464 1.9 152.9 308.7

0.90 0.2 2.00 0.1 - 77.3 - 4.9 - 1.7 - 0.0 - 0.3 - 1.3 - 0.3 - 0.3 - 0.2 5.00 0.3

12.8 9.1 19.2 0.0 9.5 4.0 4.7 19.8 19.9

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

97.2 283.0 19.9 28.2 38.2 87.2 205.0 47.6 187.6 68.1 451.5

0.1 11.1 2.50 31.3 17.50

0.3 0.8 0.0

0.9 1612 119.7 7.3 1612 1230.9 20.1 1612 504.3

5504 25 3370 69 102 50 1011 11 34 1561 986

871 674.9 13.6 11.00 17.6 3.6 1.50 100.3 20.2 7.00 0.2 0.0 77.7 222.9 125.00

0.0 0.0 0.8 0.1 0.0

9500 73 2051 329 707 124 919 68 1526 41 1804 148 224 27 931 175 375 699 371 166 593

1176 300.2 16.3 11.00 22.8 24.9 4.00 180.5 24.6 1.20 108.0 4.6 0.40 255.0 8.2 70.5 37.9 22.00 127.8 5.5 2.20 -8.0 -7.3 3.00 80.6 106.5 5.00 38.3 44.0 7.35

0.1 0.0 0.2 0.6 0.4 0.0 0.2 0.9 0.0 1.4

0.1 1612N 12.5 22.1 -31.6 0.4 4.1 21.3 12.0 -2.0 10.0 2.2 21.8

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

284.6 5 861.0 -6 57.0 16 30.1 83 117.4 -8 263.9 3 529.4 23 144.7 -20 551.1 27552480 208.9 17 1360.2 4

0 28.07 112.3 0 0.43 6.1 0 0.26 19.1 0 0.57 41.9 0 6.25 10.8 0 0.00 1.6 0 0.06 33.3

7347 685 303 1396 5804 308 171

571.60 563.80 177.85 116.05 483.15 122.60 150.05

33 614/400 7006 48.8 627/447 886 44.4 209/129 425 36.9 118/69 1575 16.9 526/373 6004 47.8 185/104 290 25.3 185/125 320 8.7

CMP (`)

55/40 875/182 156/88 832/475 297/98 104/48 399/226 69/38 95/30 42/22 299/145 725/116 900/475 508/297 525/215 23/12 37/25 2/0 140/53 30/12 108/56

714 308 288 3700 1185 753 1834 55955 1022 796 2053 1786 1019 72033 1498 3914 3953 1608 662 3270 3806

23.2 28.4 26.8 24.6 7.0 9.4 10.1 19.1 17.1 21.6 15.5 13.4 19.3 -

0.00

1.4

275

192.60

214/32

275

20 -

42.5 -4 61.49 0 77.6 -15 70.02 0 -90.1 44 74.99 100 1.0 2798 39.04 0 10.9 47 57.48 0 - 53.58 0 72.7 -3 72.85 0 32.1 268 56.54 74 -8.5 -166 40.25 0 28.5 28459500 66.09 0 7.1 33 72.99 0 62.1 -30 69.57 0

14.87 14.13 1.14 0.59 0.00 18.58 22.80 1.77 1.26 11.85 0.00 18.70

42.4 27.2 9.9 1.0 6.9 45.4 24.3 40.1 80.0 27.0 2.0 51.8

6475 4424 1096 190 226 175 3053 1388 1003 1722 222 2991

193.85 180.05 70.20 102.70 22.70 68.25 214.05 249.65 60.05 449.75 210.35 327.80

214/107 222/143 83/16 103/20 28/17 85/41 224/155 275/128 94/48 507/265 304/138 415/245

6514 4484 1409 206 270 175 3079 1974 1103 1751 222 3137

45 124.0 40.2 30.2 33.1 24.5 39.7

1 0.78 0 17.67 0 17.83

17.4 26.7 86.3

231 10897 9821

8.93 791.50 994.30

0 30.12 115.0 0 7.09 49.3 0 15.44 58.3 0 0.29 5.6 0 11.54 19.3

21546 2156 3789 160 2104

54.0 1.7 40.4 0.2 14.3

1612 782.2 155.8 3 1612 27.4 5.1 1612N 71.3 -10 1612 273.6 27.6 1612N 831.4 12 1612 88.9 0.6 1612N 114.2 8093 1612 241.8 22.8 1612N 749.3 3

13.5 89.0 0.8 68.6

-19 27 1553 -5

51.00 69.87 69.85 42.31 55.61

22.3 7.6 19.9 6.8 19.8 25.6 20.4 15.2 26.4

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

313.1 147.2 54.2 240.2 50.6 144.8 -8.1 56.4 27.7

33 10 -25 24 3 25 -260 -4 -4

69.87 35 24.70 71.75 0 0.01 74.30 0 17.40 69.50 0 16.63 60.84 0 26.25 67.77 0 11.83 61.78 0 21.20 61.70 0 8.10 74.81 0 0.01 58.42 0 0.04

13 -5 1 -3 5 -1 19 -30 1 8

48.90 608.80 149.15 794.10 239.65 50.00 365.75 59.90 69.15 37.65 281.65 632.60 825.25 433.00 491.50 19.50 32.80 0.64 119.50 26.25 81.50

4.8 190.0 294.0

627.0 118.6 1612N 1740.5 179.9 5.1 230.3 43.8 1612N 699.0 381.4 40.3 1612N 1106.7 500.5 89.1 1612N 1432.9 58.7 15.4 1612N 166.5 156.6 12.6 1612N 888.5 73.7 1.2 1612N 209.9 90.5 15.2 1612N 279.2 161.7 9.8 1612N 467.6

589 265 239 3711 863 255 1454 24742 525 679 1235 1600 1271 42054 1293 594 467 423 370 289 2162

Entprise Value (` Cr)

35 86/43 209 26.7 271/155 6048 33.3 196/52 208 309/195 3680 26.2 1005/169 172 20.9 748/306 1109 41.7 727/207 582 26.4 351/144 864 127.4

44.1 4.4 2.9 9.4 19.3 15.7 28.5 374.0 170.7 68.2 22.8 53.2 35.9 844.4 10.5 51.7 31.7 151.2 16.4 18.3 58.1

52-Week High/Low

77.95 254.45 170.10 287.80 288.85 711.25 645.15 337.60

23.52 7.47 0.70 19.24 2.87 19.28 4.88 20.86 5.13 0.12 4.23 5.72 6.85 45.45 5.56 9.63 27.32 14.26 0.40 23.55 14.68

(21/04/17)

172 5662 180 3529 156 1024 472 807

Pledged (%)

9.5 31.7 0.2 9.8 1.1 2.9 4.4 6.5

36.35 7 62.28 17 59.51 0 60.11 0 71.52 0 36.95 25 50.78 0 74.99 0 48.32 85 49.06 0 63.32 36 50.09 0 54.50 0 31.86 6 75.00 0 47.03 62 60.87 0 46.11 47 74.97 0 61.97 100 45.99 0

25 -22 -4

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

2.9 1612N 325.7 42.3 1612N 3692.8 99.0 1612N 1508.6

-9 -5 149 -10 321 61 -3 27 -767 24 6 366 22 17 78 138

Trailing P/E Ratio

-7 7 1 5 -0 20 12

13 16.1 -20 5.6 17 6.4 -16 104.5 1 112.8 -5 -18.3 -10 109.0 15 -2061.9 -18 -62.9 -9 52.6 3 43.6 33 -7 17 2029.6 17 78.6 -8 -205.9 -33 1 1 20 -89.3 -6 21.8

Market Cap (` Cr)

193.2 1293.9 1209.9 63.9 213.9 101.6

1612N 706.9 1612N 129.3 1612N 168.1 1612N 1023.2 1612N 796.2 1612N 792.9 1612N 745.7 1612N 31761.9 1612N 978.7 1612N 1165.0 1612N 2279.9 1612N 32354.1 1612N 632.5 1612N 2385.7 1612N 882.6 1612N 2774.6

MARKET RELATED DATA

No. of Shareholder (in’ 000)

1612N 1612N 1612N 1612N 1612N 1612N

5.3 0.9 1.4 44.8 11.2 -23.0 40.1 -794.8 -17.7 13.0 17.6 40.4 21.2 1204.6 19.8 -108.2 138.9 -205.6 4.7 -31.5 42.3

Prom. Stake (%)

Sales Growth (%)

2.0 37.3 24.0 1.9 6.4 4.0 2.1

1612 245.2 1612 44.3 1612 58.6 1612 362.9 1612 257.4 1612 226.7 1612 291.6 1612 11298.2 1612 225.5 1612 396.2 1612 798.4 1703 400.8 1703 167.2 1612 12631.9 1612 210.8 1612 782.9 1703 899.0 1703 744.9 1703 173.1 1612 339.5 1612 983.8

NP Growth (%)

Sales (` Cr)

1612 69.7 1612 425.5 1612 359.6 1612 19.5 1703 84.7 1612 69.9 1612 34.9

7.6 10.6 20.1 15.6 3.6 37.1 2.0 8.9 7.2 48.7 6.8 7.0 15.9 8.1 -

NP (` Cr)

Year / Months

4.9 31.8 14.5 21.5 15.8 23.4 21.6 6.1

NP (` Cr)

0.4 0.8 1.3 0.3 1.7 1.1 2.0 1.3

Sales (` Cr)

1.00 0.60 -

2.2 - 0.5 22.2 1.20 0.5 3.2 - 2.2 34.8 5.50 0.0 10.4 5.00 0.3 -6.7 - 3.4 39.9 5.00 0.9 -10.0 - 0.8 1.0 - 2.3 3.2 - 0.3 14.2 1.00 1.0 45.9 2.50 2.3 38.1 11.00 0.0 50.5 8.00 0.4 31.2 3.00 0.5 -13.3 - 4.2 -31.3 - -22.2 -0.8 - -5.7 6.2 - 1.7 -53.0 - -6.5 -3.5 0.50 1.0

Latest Qtr. Year

2.7 7.6 3.1 10.6 7.7 17.0 16.6 1.6

28 871 27.0 209 207 9.6 16 215 5.1 223 1719 162.7 292 1035 37.5 33 1180 -34.3 108 1146 158.8 95 39086 -4137.3 34 1671 7.4 36 1661 57.3 198 3069 62.1 94 1339 116.1 562 557 58.7 726 38210 4900.9 196 766 82.1 26 3447 -404.4 -42 4358 -445.4 -1 3512 -509.2 77 674 19.1 -42 505 -583.5 69 3785 -93.4

RONW (%)

DERatio

353 6.0 168.1 3.3 130.6 4.1 24.5 12.1 3.8

NP (` Cr)

Div (`)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

EPS (`)

LATEST QTR.

4428 56 278 24 1658 21 62 49 1657 48 81 73 306 77 249 21 136

Sales (` Cr)

Pennar Industrie 5 1603 60.2 Rajratan Global Wire 10 1603 4.4 Rama Steel Tubes Ltd 5 1603 8.0 Ratnamani Metals 2 1603 9.3 Sarda Energy & Miner 10 1603 36.0 Sathavahana Ispa 10 1603 50.9 Srikalahasthi Pipes 10 1603 39.8 Steel Authority 10 1603 4130.5 Steel ExchangeIndia 10 1603 76.0 Sunflag Iron 10 1603 180.2 Surya Roshni Ltd 10 1603 43.8 Tata Metaliks 10 U1703 25.3 Tata Sponge Iron 10 U1703 15.4 Tata Steel 10 1603 971.2 Technocraft Industri 10 1603 26.3 Usha Martin Ltd. 1 1603 30.5 Uttam Galva Steels 10 U1703 142.3 Uttam Value Steels 1 U1703 660.8 Vardhman Special St 10 U1703 30.9* Visa Steel 10 1603 110.0 Welspun Corp 5 1603 132.6 54 LAMINATES IND. COMPOSITE 118 Archidply Industries 10 1603 22.1 Century Plyboard 1 1603 22.3* Dhabriya Polywood 10 1603 10.6 Greenply Industr 1 1603 12.3 Oriental Veneer 10 1603 5.4 Rushil Decor Ltd. 10 U1703 14.4 Stylam Industries 10 1603 7.3 Uniply Industries 10 1603 23.9 55 LEATHER IND. COMPOSITE 166 Bata India 5 1603 64.3 Bhartiya Interna 10 1603 12.1 Liberty Shoes Li 10 1603 17.0 Mirza International 2 1603 24.1 Relaxo Footwears 1 1603 12.0 Sreeleathers Ltd. 10 1603 25.2 Superhouse Ltd. 10 1603 11.4* 56 LENSES/OPTICAL CARE IND. COMPOSITE 14 Ideal Texbuild 10 1603 14.3 57 LOGISTICS IND. COMPOSITE 607 Aegis Logistics Ltd. 1 1603 33.4 Allcargo Logistics 2 1603 49.1 Arshiya 2 1603 31.2 Best Steel Logistics 2 1603 3.7 Chartered Logistics 1 1603 9.9 JITF Infralogistics 2 1103 5.1 Navkar Corporation L 10 1603 142.6 Sical Logistics 10 1603 55.6 Snowman Logistics Lt 10 1603 167.1 TCI Express 2 1603 7.7 Tiger Logistics (Ind 10 1603 10.6 VRL Logistics Ltd. 10 1603 91.2 58 LPG BOTTLING/DISTRIBUTION IND. COMPOSITE 262 Confidence Petroleum 1 1603 25.9 Gujarat Gas 10 1603 137.7 Mahanagar Gas 10 1603 98.8 59 LUBRICANTS IND. COMPOSITE 331 Castrol India 5 U1612 247.3 GOCL Corporation 2 1603 9.9 Gulf Oil Lubricants 2 1603 9.9 Kavit Industries 10 1603 61.9 Tide Water Oil 5 1603 1.7 60 MEDIA - PRINT IND. COMPOSITE 468 DB Corp 10 1603 183.9 DIC India 10 1612 9.2 Hindustan Media Vent 10 1603 73.4 HT Media 2 1603 46.9* Jagran Prakashan 2 1603 62.3 MPS Ltd. 10 1603 18.6 Navneet Education 2 1603 46.7 Repro India Ltd. 10 1603 10.9 Sandesh 10 1603 7.6 TCPL Packaging 10 1603 8.7

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

429 49.46 100 60.89 30 64.99

16.4 8.9 13.4 37.9 32.0 10.5 24.7 6.9 5.3 7.5

6908 431 2090 1927 6015 1261 3917 459 728 601

45 12/5 271 880/480 12537 43.9 1053/493 9654 25.9

435.65 495/354 434.95 469/153 763.40 780/510 25.80 37/6 6038.80 6555/5220 375.65 469.40 284.70 82.20 193.15 677.35 167.70 421.10 961.35 691.05

448/311 640/443 314/253 96/70 213/161 800/615 175/85 498/334 1080/714 780/511

20849 2142 3749 162 1862

34 31.9 149.1 31.8 28.4

6931 409 2218 2728 6536 1257 4011 620 617 795

20 18.2 18.9 10.8 21.3 20.1 17.6 25.0 9.3 16.2

DSIJ.in

DSIJ.in

42.35 49/28 282 64.35 85/53 612 44.40XB 49/13 451 278.95 350/274 168691 37.60 70/36 333 121.75 132/65 3839 2.57 4/2 3138 547.95 823/114 2325 26.95 27/11 -162 323.40 429/213 1457 124.45 153/85 26108 2064.85 2695/1800 440 654.55 938/490 551 109.65 179/76 485 223.35 278/94 105166

11 10.6 23.8 11.5 13.5 20.4 15.0 221.2 64.0 16.0

71427 259 189 3869 20167 1783 462 5362 2731 154 811 14509 10151 173 176 4876 201 423 3810 150 225 1808 1681 361 346 7049 7797 9435 801 1865 7526 2515 164 281 2165

344.90 82.60 104.15 219.10 2266.85 636.95 167.00 32.25 251.20 19.50 234.45 1036.35 837.45 25.60 220.60 101.70 1.34 285.80 446.75 300.00 803.15 200.60 139.95 407.25 484.95 779.00 315.80 471.75 269.65 1091.10 205.20 1239.00 11.90 126.95 383.20

36 25.2 12.3 13.2 20.7 245.8 43.1 46.7 47.6 62.9 26.6 44.4 14.0 46.5 23.7 408.0 18.8 31.6 25.0 36.6 7.4 52.7 32.8 13.5 54.8 28.9 27.9 58.2

67.13 0 26.36 212.2 137770 42.40 0 33.79 305.1 29456 56.25 0 21.80 135.4 1506 48.80 0 10.48 35.9 862 53.36 74 29.30 14.6 182 59.08 64 24.87 1626.7 7766 74.99 0 19.26 52.2 18261 74.86 35 0.49 377.7 1527

344.65 81.70 23.90 82.65 2.98 31.20 640.75 7.81

74.97 73.06 82.88 64.92 50.43 59.66 72.99 63.83 74.95

1612N 284.0 12 11.7 1612N 181.8 -62 -38.8 1612N 158.3 44 6.2 1612N 204.7 67 1062.2 1612N 0.0 -82 -8.1 1612N 1011.2 22 234.2 1612N 359.5 -42 -345.2 1612N 1102.9 9 75.8 1612N 443.8 277 1.1 1612N 737.1 76 190.0 1612N 5957.7 21 2077.3 1612N 0.0 -100 6.4 1612N 262.6 63 19.8 - -63 1612N 22333.2 2 253.8

68 -156 22 -56 -65 27 24 1677 101 25 -8 -44 611 -84

44.29 48.43 70.40 78.85 28.08 74.00 25.36 58.87 65.57 74.94 50.01 72.42 72.71 64.28

54 0 72 0 0 0 49 0 0 0 0 0 0 24 0

0.03 23.49 0.10 18.12 5.89 14.96 37.01 9.46 0.00 19.08 21.58 19.27 0.84 2.45 25.19

1324.5 744.3 1612N 3681.5 -0 2263.8 38.5 0.6 1612N 149.5 1153 1.7 20.8 4.8 1612N 55.4 7 11.1 693.3 36.3 1612N 2608.4 504 160.8 61.0 13.6 1612N 172.1 18 50.4 151.9 14.0 1612N 455.7 -7 3.7 55.4 3.3 -1 434.1 1.3 1612N 1230.0 20 -2.3 83.2 16.4 1612N 246.9 20 36.1 14.2 -10.4 1612N 35.1 -70 -52.5 93.7 3.5 1612N 248.8 5 10.6 946.7 144.8 1612N 2812.9 0 437.0 186.1 47.1 1612N 593.7 14 171.5 15.1 -0.2 1612N 37.9 -33 -0.1 52.2 3.5 2 784.9 0.5 1612N 2428.2 -14 40.5 2.5 -3.6 1612N 7.7 -18 -8.0 81.9 3.0 1612N 255.9 7 11.5 523.4 9.1 14 23.4 3.2 1612N 67.8 -1 9.5 73.9 10.6 -5 128.1 16.7 1612N 391.5 16 50.9 56.0 2.3 1612N 158.3 25 6.5 18.0 3.3 1612N 117.2 1092 50.4 304.7 38.4 1612N 842.8 9 98.4 41.6 -32.3 16 291.3 78.4 17 46.3 5.8 1612N 177.2 10 38.7 792.5 9.1 1612N 2197.6 19 24.9 277.0 -15.9 1612N 1417.8 332 8.1 211.9 19.3 19 19.2 -31.0 1612N 76.8 -85 -92.8 39.5 2.4 24 70.1 4.2 1612N 209.2 30 29.6

-2 156 -1 12 49 -91 95 -57 -234 -35 41 103 96 1077 11 -4 28 29 184 181 30 18 64 -72 2 -43

61.30 52.61 60.87 51.35 57.76 73.47 54.72 47.87 25.06 68.39 71.29 45.00 42.42 37.39 61.69 30.70 24.47 59.85 74.99 60.06 75.00 71.58 69.61 47.67 74.89 73.14 66.93 74.51 37.98 44.91 67.66 55.56 24.76 37.40 70.98

30 0 0 46 0 0 0 25 15 58 0 0 0 0 0 14 3 0 0 6 0 0 0 0 0 0 0 0 12 0 0 0 50 0 0

33.58 295.1 1.97 48.8 11.66 13.6 35.84 36.2 13.28 17.3 12.69 46.6 2.00 15.9 19.69 65.1 65.60 33.0 24.13 21.3 4.45 18.3 38.99 61.1 46.29 14.5 38.81 1.9 0.00 14.5 47.90 143.5 10.20 71.1 2.04 6.7 16.11 19.6 0.00 0.5 0.97 2.8 9.64 39.8 10.63 14.0 6.07 9.7 0.00 4.3 19.66 11.3 8.84 86.5 16.85 51.6 20.36 17.7 33.31 5.9 20.64 46.3 26.46 12.2 0.62 45.5 0.22 13.5 16.89 27.4

-15 -117 -6 57 13 -59 -193

1.10 1.0 - 0.7 - 0.0 1.00 0.4 2.00 0.2 3.00 0.6 - 0.0 - 0.5 7.00 0.0 - -5.9 2.00 0.2 6.00 0.0 3.00 0.0 0.05 0.7 4.25 0.0 0.50 1.1 - 0.3 3.00 0.3 0.75 0.8 - 0.1 4.00 0.0 - 2.1 1.45 0.0 2.00 0.3 3.00 0.2 4.50 0.3 - 1.8 1.00 0.8 1.50 0.7 - 0.1 0.38 0.3 6.50 0.0 - 0.2 - 0.2 2.00 0.0

20.9 0.7 4.2 6.9 5.2 5.2 8.0 15.0 11.1 17.2 8.0 6.8 2.8 18.1 0.7 25.1 14.2 3.8 27.3 8.7 1.5 19.0 21.4 12.9 7.8 0.7 15.3 7.4 14.8

1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1703 1703 1612 1612 1612 1612 1612 1703 1612

18.9 7.3 -31.8 0.5 -2.2 -6.5 24.2 -2.5

1.36 0.5 0.60 1.6 - 1347.8 1.50 0.0 - -0.5 - 0.9 - 0.1 - -2.7

8.9 10.8 0.8 7.7 -

1612 15239.6 421.8 1612 8572.4 -492.3 1612 690.6 -820.0 1612 79.4 4.6 1612 134.4 -39.1 1612 2185.0 -279.0 1703 666.4 -1264.9 1612 658.7 -414.7

-3.9

- -2.3

- 1612 128.0

1612N 48109.5 1612N 27247.0 1612N 2164.5 1612N 252.0 1612N 425.9 1612N 6879.0 1612N 2106.4

7 3 -8 -17 2 -7 6 -6

5157.5 -374.7 -2306.3 46.0 -104.0 -1702.0 -990.9

-19.1 1612N 329.2

108

-90.6

Trailing P/E Ratio 14 23.9 28.3 12.7 9.9 15.8 12.9 33.7 32.6

-5 485 -43 243 25 200 160 -

13.7 5.2 8.0 9.6 7.4 28.5 3.6 -0.4 9.8 -4.9 5.4 29.7 11.7 -0.2 14.0 1.5 -0.1 12.4 1.1 3.8 35.3 6.4 4.6 6.4 19.9 12.3 -4.9 14.4 18.0 14.2 0.2 42.9 -26.1 4.5 10.6

46 217/80 207 15/8 886 320/130 2375 42.8 811/314 1111 66/16 523 74/42 5851 333/161 105876 679/159 198 145/73 328 128/35 358 265/79 335 108/64 903

25.3 14.4 21.2 15.0 15.1 14.7 5.8 -

2.3 -18.5 2.5 -39.0 -2.7 46.5 -126.3 63.9 -0.1 101.4 595.2 2.4 8.0 -0.1 648.3

Entprise Value (` Cr)

8 10.10 0 4.77 0 13.40 0 3.71 0 0.03 0 0.02 0 0.00 0 0.00 0 2.16

174 148.10 241 9.96 2335 264.70XB

52-Week High/Low

-6 42 -8 -1 52 0 7 55 -15

(05/05/17)

2.5 99.6 5.5

CMP (`)

83.9 45.2 36.3 100.3 0.0 370.3 168.9 462.0 312.3 355.3 2497.9 0.0 97.9 645.9 8540.8

0.00 2.02 5.93

MARKET RELATED DATA Market Cap (` Cr)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612

No. of Shareholder (in’ 000)

11.1 7.1 106.0 7.1 5.1 10.1 1.3 1.5 12.5

Inst. Stake (%)

2.6 - 1.7 7.4 - -0.3 1.7 0.30 0.8 26.3 27.40 0.0 -0.8 - 0.0 7.5 3.00 0.0 -4.9 - 2.4 -20.3 - 1.1 -1.2 - 0.0 13.0 5.00 0.0 9.6 11.00 0.0 17.7 2.66 0.0 -16.3 3.00 0.0 1.7 - 0.7 18.5 3.50 1.0

Pledged (%)

166.3 7.8 1612N 479.3 132.9 4.5 1612N 362.9 222.2 16.9 1612N 591.1 6756.1 3057.0 149.5 8.3 1612N 434.6 206.3 4.3 1612N 636.9 193.8 6.5 1612N 575.2 289.9 2.0 1612N 1062.0 270.9 11.0 -

Prom. Stake (%)

1612 1612 1612 1703 1612 1612 1612 1612 1703

0 0 0

NP Growth (%)

18.3 3.5 2.3 18.2 9.6 8.7 12.7 7.0 4.5

17 1.9 248 38.98 -42 -290.7 -1764 24.91 12 40.1 22 48.75

NP (` Cr)

1.5 1.0 0.1 0.0 0.3 0.1 1.5 2.3 0.0

Sales (` Cr)

17.4 1.50 0.5 0.20 0.5 19.7 29.40 23.5 3.00 7.4 3.25 4.2 0.75 2.6 2.7 1.60

0.6 1612N 86.9 -43.5 1612N 40.7 15.0 1612N 321.7

Sales Growth (%)

Year / Months

- 1612 28.1 - 1612 12.3 21.1 1612 113.9

NP (` Cr)

2.9 0.5 0.3

Sales (` Cr)

RONW (%)

3.00

-3.8 -0.7 5.4

SHAREHOLDINGS

YEAR TO DATE

DERatio

Latest Qtr. Year

LATEST QTR.

Div (`)

61 MEDICAL - OTHERS IND. COMPOSITE 298 571 25 Denis Chem Lab L 10 1603 11.7 13 100 -4.4 Opto Circuits India 10 1603 242.3 52 77 -18.0 Poly Medicure Lt 5 1603 44.1* 25 394 47.3 62 METAL - NON-FERRO US IND. COMPOSITE 1486 24816 8464 Arcotech Ltd. 10 1603 21.0 95 729 36.5 Gravita India Ltd. 2 1603 13.7 13 354 3.3 Hind. Copper 5 1603 462.6 21 969 43.6 *Hind. Zinc 2 U1703 845.1 108 18798 8315.6 Nile 10 1603 3.0 244 425 7.1 Precision Wires 5 1603 11.6 84 843 17.0 Ram Ratna Wires 5 1603 11.0 34 719 9.3 RCI Industries & Tec 10 1603 13.4 37 1148 3.5 Tin Plate Co. 10 U1703 104.7 60 831 27.9 63 MINING/MINERALS IND. COMPOSITE 9426 43398 24402 20 Microns Ltd. 5 1603 17.6 24 335 9.3 Ashapura Min. Lt 2 1603 17.4 -24 592 64.7 Asso. Stone Indu 1 1603 8.3* 14 172 14.3 Coal India Ltd. 10 1603 6207.4 25 166 16343.5 Deccan Gold Mines 1 1603 9.1 5 0 -6.9 Guj. Mineral Dev 2 1603 63.6 106 1189 240.0 Guj. NRE Coke 10 1603 1657.0* 7 731 -805.6 Indian Metal & F 10 1603 27.0 300 1211 -54.8 KIOCL 10 1603 634.5 33 184 -77.7 MOIL Ltd. 10 1603 133.2 257 629 173.0 NMDC Ltd. 1 1603 316.4 95 6456 3028.3 Orissa Minerals Deve 1 1603 0.6 1392 0 10.6 Sandur M & I Ore 10 1603 8.8 423 222 -14.2 Shirpur Gold Refiner 10 U1703 29.1 113 1699 5.0 Vedanta 1 1603 296.5 130 29811 5471.9 64 MISCELLANEOUS IND. COMPOSITE 3014 28433 4179 Adani Ports & Speci 2 1603 414.2 66 4631 2841.6 Binani Industrie 10 1603 31.4 768 522 16.3 Career Point 10 1603 18.1 191 70 14.5 Cox & Kings L 5 1603 88.3* 139 543 169.3 Dalmia Bharat 2 1603 17.8 141 204 65.5 Dredging Corpora 10 1603 28.0* 551 666 79.7 *EPC Industrie Ltd. 10 U1703 27.7* 44 201 9.9 Future Consumer 6 1603 997.5 5 1344 -63.6 Gateway Distriparks 10 1603 108.7 65 266 106.0 Gayatri BioOrganics 10 1603 78.8 -0 138 -38.7 IFGL Refracto 10 1603 34.6 48 304 18.6 Indraprastha Gas Ltd 10 1603 140.0 172 3686 416.2 Info Edge (India) 10 1603 121.2 146 723 141.6 Intl. Coveyors 1 1603 6.8 12 76 -1.3 *Intl. Travel Hou 10 U1703 8.0 207 202 11.2 Jain Irrigation 2 1603 95.9* 52 4238 71.2 Karuturi Global Ltd. 1 1603 149.8 7 14 -12.9 Linc Pen & Plast 10 1603 14.8 68 344 18.3 Linde India 10 1612 85.3 164 1837 9.3 Majestic Research Se 10 1603 5.0 15 11 1.9 Morganite Crucible ( 10 1603 2.8 249 89 9.9 *Nirlon 10 U1703 90.1 37 279 57.3 Orient Refractories 1 1603 12.0 17 459 55.8 Premier Explos. 10 1603 8.9 74 185 5.7 Riddhi Siddhi Gluco 10 1603 7.1 1293 53 14.2 Solar Industries Ind 2 1603 18.1 65 1090 111.3 *Sun Pharma Advanced 1 U1703 24.7* 14 181 -120.3 *Syngene Internationa 10 U1703 200.0 67 1201 287.3 Talwalkars Better Va 10 1603 29.7 139 229 53.4 TeamLease Service 10 1603 17.1 181 2505 24.3 Thomas Cook (I) 1 1603 36.7* 31 392 8.1 Vesuvius India 10 1612 20.3 280 822 87.1 Vikas WSP 1 1603 13.7 77 573 -359.4 *Vimta Labs Ltd. 2 U1703 4.4 62 153 10.0 Wonderla Holidays Lt 10 1603 56.5 71 205 59.8 65 MOBILE PHONE SERVICE P ROVIDER IND. COMPOSITE 9884 118256 6596 Bharti Airtel 5 1603 1998.7 211 60300 7546.5 Idea Cellular Ltd. 10 1603 3605.3 67 35817 2616.7 MTNL 10 1603 630.0 0 3197 -2005.7 OnMobile Global Ltd. 10 1603 104.3 66 387 5.7 Quadrant Televenture 1 1603 61.2 -28 558 -134.8 RelianceCommu.Ltd 5 1603 1244.5 130 9974 -1624.0 Tata Communications 10 U1703 285.0 316 5051 689.8 Tata Teleservices (M 10 1603 1954.9 -18 2972 -498.0 66 NON CONVENTIONALENERGY - GENERATION/SUPPORT IND. COMPOSITE 358 258 -141 Indosolar Ltd. 10 1603 358.1 -7 258 -141.3

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

19 57.65 66

4.51

8.1 841 9.0 431 69.3 5884 92.8 105929 3.8 175 11.0 317 5.7 247 0.7 236 45.7 908 8.7 149 19.1 560 6.1 368 672.1 173156 22.9 341 63.9 3872 183.6 426 38.2 1478 1710 284.0 4307 216.5 39375 18.0 1239 7.9 573 8.1 319 335.5 66216

54.8

221

400.60 62.90 63.60 250.70 583.95 137.10 112.15 175.70 86.75

358/170 121/61 142/100 242/146 2300/794 721/360 190/122 36/18 325/209 23/8 245/97 1084/556 1012/710 28/15 240/167 120/62 2/1 339/183 499/258 340/93 898/418 245/176 146/80 429/305 552/280 909/590 415/270 663/360 302/192 1182/828 238/166 1300/755 15/5 139/68 420/316

83872 1921 202 4299 20380 2551 439 5732 2730 237 833 14055 9199 227 162 7570 536 453 4794 150 199 2400 1605 376 503 7196 7839 9606 955 1626 7210 2316 331 303 2142

17 401/284 180118 20.1 124/66 66502 28/15 18326 129/75 778 38.3 4/3 762 57/31 35097 784/418 18861 26.5 10/5 10892 -

6.17

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

9/6

782

37

-

Databank

Updated as on May 05, 2017

38

Trailing P/E Ratio

286/188 1873 1146/470 613 250/32 539 344/156 1288 143/78 253 434/269 74802 89/32 959 217/149 571 9/4 222 367/240 25643 212/133 225405 231/154 188

18 4.0 27.9 14.1 17.6 27.8 17.6 12.9 13.0 32.7

27.7 32.2 23.5 18.1 8.0

1612 1612 1612 1703 1612

730.6 68.6 1612N 2121.5 3241.1 425.8 1612N 10202.0 1048.5 95.9 1612N 3105.3 941.5 116.2 88.8 -0.2 1612N 288.8

3 174.4 16 1362.3 7 371.5 4 -1 2.9

17 11 42 146

62 72.96 0 10.30 45.6 9169 1965.05 2095/1309 9114 40.4 52.79 15 25.65 202.9 109943 1146.20 1230/850 109820 62.4 74.99 0 14.10 74.3 25167 259.20XB 277/174 25171 53.9 74.98 0 14.59 42.3 21595 400.70 408/285 21145 42.7 62.29 0 1.89 12.4 409 215.95 232/118 528 58.3

- 1.0 0.60 2.7 - 1.0 0.50 1.7 1.00 1.4 2.00 0.7 - 3.3 0.10 0.5 1.50 0.5 5.00 0.6 - 17.6 1.20 0.5 3.00 0.2 - 0.1 7.50 1.7 1.00 1.1

1.1 7.2 6.5 8.8 4.4 39.2 18.9 4.9 16.1 8.4 8.8 18.9 26.0 17.6 1.5

1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

15.0 279.9 333.1 638.0 152.5 94.2 263.1 127.3 102.6 298.6 108.9 111.1 54.3 78.4 712.3 439.5

-49.5 3.0 15.3 35.9 13.4 2.9 20.1 4.7 8.1 34.5 0.6 8.4 2.9 13.3 61.1 37.4

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

165.8 837.5 1929.7 444.9 233.8 763.9 364.3 302.6 814.6 314.1 306.5 151.6 237.3 2147.7 1294.4

-61 -381.3 -2251 112 24.5 443 2 8 106.5 104 15 39.1 147 3 5.2 7 16 46.2 2741 1 13.9 125 11 22.8 48 17 89.3 434 14 -6.7 80 12 18.6 719 -2 10.3 -45 20 41.6 271 28 201.2 27 4 77.8 18243

49.42 74.97 74.99 54.98 70.30 65.32 73.21 66.88 61.13 42.65 59.84 47.25 44.47 46.48 35.31 55.80

22.20 0.00 3.21 15.21 0.06 0.67 0.03 0.00 1.23 10.79 20.01 0.04 1.77 1.12 33.42 15.66

74.5 2.2 12.2 26.2 14.9 32.2 7.8 12.8 11.7 13.0 89.6 18.4 4.0 12.4 32.4 16.4

4.6 14.0 17.1 23.1 22.3 15.7 12.1 11.0 9.6 6.6 26.3 4.9 18.1 27.1 23.5 23.3 6.1

1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1703 1612 1703

55.9 90.5 662.5 131.9 209.0 178.2 95.8 19.4 159.1 227.0 140.0 159.1 18.2 487.9 327.7 173.3 1638.3

5.6 3.5 36.8 11.2 26.6 2.7 21.2 4.6 5.4 8.8 30.1 1.4 2.7 94.0 32.2 28.4 -74.5

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N -

170.9 2587.5 492.7 718.0 727.4 343.1 58.8 931.4 786.1 573.4 51.1 1670.9 594.7 -

-2 37 -20 38 9 6 3 -38 15 9 10 3 -16 11 8 18 17

52.65 0 0.24 65.53 0 2.14 68.57 0 20.17 74.79 0 0.00 75.09 0 9.24 64.96 0 9.66 52.38 0 7.72 67.70 0 0.04 68.74 0 16.35 50.15 0 3.16 72.14 0 7.53 74.70 40 2.03 66.91 0 0.28 51.54 0 35.29 50.09 0 17.87 74.77 0 19.80 30.26 0 57.42

9.7 11.9 22.2 4.4 14.3 10.8 13.3 11.0 10.8 73.7 20.5 10.3 9.9 27.5 38.0 18.3 63.4

25 64 121 58 170 2 55 22 54 334 3 71 85 41 209 91

13771 588 539 1208 2455 526 339 883 469 363 1031 384 389 207 272 2418 1700

564 17.8 27.9 31.3 79.6 24.5 21.7 17.8 10.1 19.5 35.6 -34.2 8.7 24.1 16.5 253.9 8.9

0.3 4.6 7.9 5.1 28.1 0.9 10.5 1.1 8.7 28.2 -2.3 6.3 16.1 10.6 36.7 1.3

107 70 497 345 98 345 151 152 198 24 325 12 214 84 58 81 80

21785 229 313 3743 456 829 877 448 144 988 981 641 691 78 2097 1400 932 6939

1832 6.4 19.1 300.9 33.9 107.3 59.6 25.2 36.5 39.3 40.1 147.5 9.0 12.4 313.4 266.0 170.4 244.6

4.9 1.50 9.8 85.1 17.00 79.7 1.20 21.9 6.50 54.1 12.50 18.3 4.50 16.8 1.50 19.0 2.00 1.6 0.30 85.5 0.6 0.10 38.7 3.00 22.8 3.10 13.7 3.75 18.9 3.00 4.8 -

0.9 1.0 0.0 0.8 0.0 0.0 0.4 0.0 0.4 0.6 0.0 1.2 0.0 0.1 0.0 0.0 0.3

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

CMP (`)

216.5 -18 46.70 21 6.37 152.8 1270 217.55 14.4 1797 43.30 11 2.36 13.3 620 1012.35 -4.8 76 57.80 38 0.06 9.6 522 200.15 - 63.95 0 8.17 13.7 1040 325.05 -21.8 -1194 54.82 39 0.35 13.3 199 118.70 3242.8 133 54.43 0 32.03 173.9 70815 418.70XB - 0.00 0 5.73 76.0 1011 77.50 23.3 -10 64.01 0 0.27 14.4 484 167.10 -185.1 -8086 40.10 62 1.81 411.4 210 4.90 1529.4 -16 66.59 0 17.77 129.5 25857 322.60XB 13559.8 18 68.07 0 18.25 629.6 235362 183.40XB 7.9 -34 28.35 0 1.80 24.2 292 178.00

13.1 327.1 42.3 95.2 64.7 40.3 17.9 52.2 28.5 10.7 6.3 322.2 82.9 -

40 15 46 21 24 126 -28 34 20 28 -41 48 12 -

1 7 0 0 45 100 0 0 0 0 0 0 24 0 0 0 22 0 13 0

100 0 0 0 19 0 100 0 0 0 0 0 0 49 0 0

0.04 4.65 19.24 0.09 3.51 17.27 3.75 7.32 4.63 0.00 0.02 0.02 51.29 29.13 8.30 9.98 0.22 6.73 32.40 11.26

18.1 18.4 33.5 24.8 42.5 1.0 27.7 15.3 46.3 9.2 24.3 24.0 37.5 41.2 17.1 12.8 12.7 6.6 16.8 49.7

164 63.80 161 50.10 4074 259.20 421 45.00 376 33.50 444 178.55 299 128.70 1994 264.05 1839 419.95 169 141.70XB 305 46.25 495 75.50 4118 154.05 663 96.05 900 57.30 1496 467.60 225 33.95 239 9.56 2775 122.70 2611 361.55

1268 19.35 741 122.40 1328 333.85 1758 112.70 393 450.20 4086 172.20XB 477 280.15 245 25.85 374 167.00 956 757.80 427 28.95 265 191.45 169 112.60 294 188.25 2016 291.30 1286 194.65 202 1164 16212 1230 4362 1890 536 301 1290 984 4445 419 189 11646 4606 4601 40906

52-Week High/Low

0.0 0.0 0.0 0.0 1.9

(21/04/17)

43.3 70.00 16.7 7.50 3.7 1.65 9.4 3.00 2.8 -

23921 2666 156 2740 202.1 52 12646 1597.4 16 4133 354.9 52 3999 505.9 35 403 5.3

Market Cap (` Cr)

30.01 57.97 57.06 59.13 66.06 32.88 60.57 68.76 74.54 69.19 62.95 62.95 41.14 35.12 66.22 50.02 16.32 74.94 52.59 44.01

No. of Shareholder (in’ 000)

-8 -834 -50 -310 68 754 20 -42 -11 -57 -87 -840 -51 94 -121 -108 -19 4

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

Pledged (%)

8 -151.4 -100 -181.9 8 48.2 -14 -10.2 53 -28.1 11 6.4 -0 14.5 11 -7 110.1 -4 11.7 -19 4 10.0 -19 2.0 76 -4.0 -41 4.0 -4 32.2 -52 -3.3 -69 -1.4 10 60.3 -1 146.3

-57.9 -61.0 11.9 -3.5 -16.0 2.7 1.2 3.8 29.5 3.3 4.5 -1.3 -0.6 -2.1 0.8 12.8 -0.9 -0.6 23.1 39.9

Prom. Stake (%)

221.4 0.4 598.4 506.8 177.9 906.9 640.2 1773.3 180.1 14.1 43.8 8.5 29.7 697.3 97.9 5.5 1105.1 2644.7

85.0 0.0 190.6 177.3 55.3 305.7 207.6 286.6 558.4 61.4 61.7 9.1 11.2 2.6 6.5 229.9 28.4 1.0 385.8 861.7

NP Growth (%)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612

NP (` Cr)

20.9 1.5 1.1 3.0 5.9 11.4 23.3 6.9 25.6 0.9 1.4 3.3 6.3 12.4 10.9 10.7

Year / Months

2.1 0.7 0.3 1.0 4.1 1.5 0.6 0.7 0.4 0.9 0.6 0.0 0.0 0.0 0.2 0.3 0.0 2.1 0.5 0.4

14907 482 256 -147.9 -57.6 427 -70.0 -21.8 743 115.7 7.4 771 4.6 0.5 171 -115.0 -10.2 1156 4.0 1.6 842 17.4 7.5 1243 37.0 4.9 2644 205.8 47.0 246 16.5 13.8 123 7.0 1.1 26 23.1 3.5 68 14.3 0.5 10 2.9 0.4 61 15.8 1.0 951 27.0 8.4 235 13.0 2.0 40 12.0 0.6 1407 99.1 4.4 3487 199.7 27.7

NP (` Cr)

2.20 3.00 1.00 1.80 2.00 0.50 3.00 0.55 3.20

203 235 35 31 7 152 208 82 412 59 15 14 61 29 31 135 -17 4 40 258

Sales (` Cr)

-4 721 293 77 98 -13 -24 29 -10 -9 -17

Latest Qtr. Year

1612 228.4 63.5 1612N 718.7 1612 80.4 11.5 1612N 131.0 1612 1.3 -4.7 1612N 13.6 1703 74.9 23.2 1612 15.4 -0.3 1612N 56.4 1612 12132.4 982.9 1612N 34696.8 1703 8.0 9.8 1612 108.2 7.7 1612N 310.6 1612 0.0 -1.9 1612N 0.0 1612 2445.9 454.7 1612N 6998.5 1612 20014.0 4352.3 1612N 56193.7 1612 14.1 2.4 1612N 41.3

RONW (%) 11.3 10.3 22.4 7.5 11.6 3.6 10.4 10.5 4.5

EPS (`)

0.3 0.0 1.6 1.1 0.4 0.2 0.0 0.1 0.0 0.4 0.0 0.0

NP (` Cr)

141853 21102 557 1014 367.8 63.0 110 69 7.0 11.4 2.00 8 9 -29.4 -11.3 103 277 74.0 23.1 87 29 -26.3 -15.7 181 51914 2298.9 13.6 5.50 24 25 36.4 2.8 290 320 30.1 10.4 0.50 9 0 -3.3 -0.1 278 9765 2330.1 29.1 16.00 118 78368 16003.6 12.5 8.50 173 62 12.9 7.9 5.00

Sales (` Cr)

Sales Growth (%)

Entprise Value (` Cr)

MARKET RELATED DATA

Sales (` Cr)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

DERatio

LATEST QTR.

Div (`)

67 OIL DRILLING AND EXPLORATION IND. COMPOSITE 9206 Aban Offshore 2 1603 11.7 Alpha Geo (India 10 1603 6.1 Asian Oilfield S 10 1603 26.1 Deep Industries 10 U1703 32.0 Dolphin Offshore Ent 10 1603 16.8 GAIL (India) Ltd. 10 1603 1691.3* Hind. Oil Explor 10 U1703 130.5 Jindal Drilling 5 1603 14.5 Nagarjuna Oil Refine 1 1603 42.8 Oil India Ltd. 10 1603 801.5* ONGC 5 1603 6416.6* Selan Exploratio 10 1603 16.4 68 PACKAGING IND. COMPOSITE 669 Bilcare Ltd. 10 1603 25.7 Ess Dee Aluminium Lt 10 1603 32.0 Essel Propack Ltd. 2 1603 31.4 Ester India 5 1603 46.8* Everest Kanto Cylind 2 1603 22.4 Flexituff Internatio 10 1603 24.9 Garware Poly. 10 1603 23.2 Huhtamaki PPL 2 U1612 15.1* Jindal Poly Films 10 1603 43.8 Kanpur Plasti. 10 1603 11.9* Manaksia Industries 1 U1703 6.6* Manaksia Ltd. 2 1603 13.1 Max India 2 1603 53.5 Max Ventures and Ind 10 1603 69.0 Oricon Enterprises L 2 1603 31.4 Polyplex Corpn. 10 1603 32.0 Radha Madhav Corpora 10 1603 66.3 Rollatainers Ltd 1 1603 25.0 Time Technoplast Ltd 1 1603 22.6 Uflex Ltd. 10 1603 72.2 69 PAINTS/VARNISHES IND. COMPOSITE 297 Akzo Nobel India Ltd 10 1603 46.7 Asian Paints Ltd. 1 1603 95.9 Berger Paints I 1 1603 97.1* Kansai Nerolac Paint 1 U1703 53.9 Shalimar Paints 2 1603 3.8 70 PAPER IND. COMPOSITE 731 Ballarpur Ind. 2 1603 131.1 Emami Paper Mill 2 1603 12.1 *International Paper 10 U1703 39.8 JK Paper Ltd. 10 1603 156.0 Kuantum Papers 10 1603 8.7 Kushal Tradelink Ltd 2 1603 47.5* N R Agarwal Indu 10 1603 17.0 Pudumjee Paper Produ 1 1603 9.5 Ruchira Papers Ltd. 10 1603 22.4 Seshasayee Paper 10 1603 12.6 Shree Rama Newsprint 10 1603 147.5 Shreyans Inds. 10 1603 13.8 South India Pape 10 1603 15.0 Star Paper Mills 10 1603 15.6 T Nadu Newsprint 10 1603 69.2 West Coast Paper 2 1603 13.2 71 PESTICIDES/AGRO CHEMICALS IND. COMPOSITE 423 Aries Agro Ltd. 10 1603 13.0 Astec Lifesciences L 10 U1703 19.5 BayerCropscience 10 1603 35.4 Bharat Rasayan 10 1603 4.2 Dhanuka Agritech Ltd 2 1603 9.8 Excel Crop Care Ltd. 5 1603 5.5 Excel Industries 5 1603 6.9* GeeCee Ventures 10 1603 21.7 Insecticides (India) 10 1603 20.7 Meghmani Organics Lt 1 1603 25.4 *Monsanto India 10 U1703 17.3 Nagarjuna Agrich 1 1603 15.6 Paushak Ltd. 10 1603 3.2 PI Industries 1 1603 13.8 Rallis India 1 U1703 19.4 Sharda Cropchem 10 1603 90.2 *UPL 2 U1703 101.4*

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

84/40 93/39 266/179 62/35 42/14 234/166 158/92 327/216 539/300 180/81 48/3 78/38 200/119 114/43 73/41 499/211 41/7 21/9 140/46 383/172

22/13 152/43 376/272 117/50 556/135 306/68 305/40 31/12 182/60 880/228 42/20 194/34 166/100 216/35 392/232 210/71

1228 697 4245 692 683 974 530 2383 2473 226 367 491 4118 651 984 1616 218 427 3203 3203

2836 1636 1765 3308 567 4115 784 336 431 1200 730 310 194 295 4459 1913

28 61.2 38.9 15.1 53.9 14.4 11.3 43.9 49.5 35.1 32.7 12.8

24 15.4 42.4 13.1 8.2 68.7 7.3 13.7 14.0 8.8 10.6 10.7 6.3 6.8 14.8

52 155.15 196/99 312 19.9 596.75 695/206 1274 61.0 4585.70 4750/3680 15449 47.2 2895.00 3112/996 1337 26.0 888.80 927/576 4368 35.3 1717.60 2009/1095 1899 26.1 390.20 496/263 609 11.2 138.60 220/109 161 10.1 624.20 653/412 1460 24.5 38.70 52/34 1337 22.0 2575.10 2745/1732 4439 30.1 26.85 35/16 621 589.90 736/505 189 23.7 846.45 950/592 11727 27.9 236.85 265/180 4623 17.3 510.00 542/265 4550 25.7 806.80 860/491 42211 191.2 DSIJ.in

DSIJ.in

2723 133864 19134 1603 18.1 21 246 1.3 0.7 - 0.4 1603 23.9 147 1075 66.3 27.8 6.75 1.2 1603 21.2 521 2628 259.6 122.2 35.00 0.0 U1703 17.7 184 1823 499.8 56.5 13.00 0.1 1603 5.7 240 322 48.0 84.1 5.50 0.1 1603 53.4 11 126 24.7 0.9 - 0.0 U1703 37.7 104 2956 430.6 22.8 - 0.0 1603 23.9 297 3925 638.4 53.4 12.70 0.1 1603 2.9 82 184 22.4 15.3 3.85 0.0 1603 12.5 48 326 25.8 10.3 2.50 0.0 1603 5.0 62 564 5.3 2.1 - 0.0 1603 58.6 116 9166 1619.7 27.6 2.50 0.4 1603 43.2 8 128 -6.2 -1.4 - 0.3 U1703 100.0 190 2588 519.3 26.0 3.00 0.1 1603 10.3 42 326 65.6 6.4 0.50 0.1 1603 16.2 75 80 10.6 6.6 - 0.0 1603 102.4 60 7035 1977.3 19.3 3.20 0.2 1603 15.1 16 231 45.3 8.0 1.20 0.0 1603 160.9* 153 12034 1398.0 17.4 2.00 0.1 1603 54.6 154 547 -6.4 -1.2 2.00 0.0 1603 3.6 196 77 12.4 34.7 3.00 0.0 1603 2.3 360 7 -9.1 -39.8 2.50 0.2 1603 32.3* 52 510 87.2 5.4 2.00 0.6 1603 53.1 164 3721 1107.7 41.7 10.00 0.0 1603 82.9* 700 10208 1354.5 81.7 20.00 0.3 1603 17.8 59 997 156.8 8.8 2.25 0.0 1603 84.7 203 2757 375.2 44.3 50.00 0.0 1603 28.2 258 6113 1468.4 52.0 2.00 0.1 1603 22.9 28 1328 121.0 5.3 0.65 0.5 1603 7.7 4 202 7.3 0.9 0.05 1.2 1603 8.5 118 101 19.2 22.6 4.10 0.3 1603 16.4 56 926 41.3 5.0 1.00 1.0 1603 44.7* 52 639 -58.9 -13.2 - 5.4 1603 18.4 63 1000 83.3 9.0 1.60 0.2 1603 56.2 33 580 -40.0 -7.1 - 2.4 1603 25.2 183 2816 91.5 7.2 - 0.3 1603 17.0 135 1148 176.4 20.8 5.00 0.2 1603 4.6 86 94 10.8 23.2 7.20 0.1 1603 15.9 124 2656 79.1 5.0 3.00 0.8 1603 43.3 43 187 11.4 2.6 - 0.2 1603 105.8 84 1781 143.6 13.6 2.00 1.2 1603 20.0 67 311 21.7 10.9 1.00 0.4 1603 90.3 257 11280 2885.1 63.9 7.50 0.0 1603 15.8 34 295 16.0 10.1 - 1.0 1603 40.9 10 358 71.5 1.7 0.12 0.1 1603 11.1* 17 67 0.5 0.4 - 1.0 U1612 16.6 402 996 75.9 45.7 11.00 0.0 U1703 90.0 5 537 23.0 0.5 - 0.8 1603 34.9 77 1021 174.5 10.0 1.25 0.1 1603 22.4 45 1676 59.3 2.6 0.10 0.9 1603 8.9 206 510 26.4 29.7 2.00 0.9 U1703 3.1 95 100 14.2 23.0 - 0.3 1603 14.1 412 808 198.6 70.6 10.00 0.0 1603 89.0* 19 879 -274.3 -30.8 - 17.6 1603 6.1 86 647 0.9 0.1 - 1.9 1603 45.7 463 2017 222.8 48.7 15.00 0.0 1603 34.5 706 3517 1061.2 61.5 17.50 1.0 U1703 26.0 2 4 0.2 0.1 - 0.0 U1703 13.2 93 304 20.5 12.4 - 0.2 1612 23.0 753 2369 297.0 129.0 68.00 0.0 1603 48.7 39 397 7.1 0.3 - 0.0 1603 8.0 84 676 110.3 13.8 0.60 0.1 1603 8.5 35 603 41.6 4.9 0.20 0.6 1603 89.4 351 2203 161.1 18.0 4.00 0.5 1603 239.9 90 7614 -1073.4 -4.5 1.00 0.3 1603 12.7 49 500 95.0 7.5 2.00 0.1

3.4 18.9 23.4 30.8 35.1 8.5 22.0 17.9 18.6 21.6 3.4 23.8 13.6 15.2 8.7 32.2 35.4 11.3 17.7 10.4 25.5 11.7 15.0 21.9 20.1 19.0 21.6 19.2 7.3 14.3 4.0 15.4 26.8 4.0 6.1 16.1 16.1 24.9 29.4 17.4 2.5 11.4 9.9 13.1 5.9 14.3 24.4 17.1 0.2 10.5 8.7 3.7 13.3 17.1 0.7 16.4 14.1 5.1 15.2

1612 1612 1612 1703 1612 1612 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1703 1612 1612 1612 1703 1612 1612 1612 1612 1612 1703 1703 1703 1612 1612 1612 1612 1612 1612

96.0 264.3 755.7 418.5 61.0 30.0 643.5 1160.6 59.3 52.1 150.3 2521.4 24.0 626.3 88.6 14.1 1101.1 89.3 2675.0 7.4 24.5 1.3 101.5 976.5 2568.5 220.1 706.4 2191.8 337.4 65.1 28.5 250.8 174.5 278.2 183.3 739.8 271.8 24.9 607.3 45.1 505.4 66.0 3295.5 77.0 64.6 20.0 236.9 143.0 666.6 443.4 132.4 26.9 164.4 180.0 102.2 491.4 619.8 0.9 71.8 552.9 101.5 174.4 180.8 580.4 1935.3 115.6

99 5 14 22 -8 9 -3 19 17 -41 6 7 -9 18 -4 -27 -38 272 -11 -96 21 -12 -14 13 -7 2 4 41 5 27 21 11 7 11 18 12 3 6 -13 -12 10 -2 22 -2 -42 22 9 20 126 1 16 4 -20 -16 -18 2 21 -42 11 2 -8 6 17 5 -2 10

262 9 17 78 -5 22 11 -37 481 3 141 -18 -53 -81 286 -35 280 38 352 -3 1 -18 16 -17 83 19 62 30 106 19 -6 107 142 -2 5 -38 -20 41 37 35 63 -82 400 21 183 -11 21 -69 -40 15 72 9 -26 -137 9 17 -67 89 33

53.40 62.46 74.98 73.77 60.89 65.77 72.67 66.97 50.09 71.56 75.00 51.87 59.25 60.68 60.16 60.61 74.79 69.06 37.47 50.13 71.51 62.59 61.40 52.07 32.04 68.88 74.99 46.50 53.45 69.97 54.07 68.76 55.49 59.10 41.18 46.13 55.76 45.80 54.02 44.95 30.64 33.17 46.69 50.76 48.24 45.51 51.80 34.54 51.24 55.79 51.68 65.44 73.40 26.68 74.59 63.92 51.42 57.53 67.48 60.39 57.23 54.74 67.59 31.08 54.38 60.00

1.8 16.3 85.6 108.0 -1.6 0.7 59.2 213.7 9.6 4.2 16.0 441.0 1.4 203.8 16.2 0.5 53.9 17.7 341.2 8.3 5.0 -5.7 16.1 268.3 438.8 22.0 53.0 711.3 35.3 3.1 5.8 13.2 -9.0 17.6 1.0 41.4 35.8 3.0 8.3 5.9 47.4 4.9 859.5 6.2 8.4 1.7 14.8 7.7 197.1 18.1 3.8 3.5 13.0 -61.0 -29.3 62.4 60.2 -0.3 -0.2 60.0 -0.7 27.3 13.0 -24.5 -162.7 24.3

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1703Q 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1703Q 1612N 1612N 1612N 1612N 1612N 1612N

273.0 820.5 2223.3 232.7 108.3 3662.7 149.1 151.4 428.0 7361.1 62.8 251.5 43.2 3464.2 251.5 8279.5 18.0 64.4 4.7 314.6 2999.1 7359.7 765.2 2210.8 6030.4 1022.4 184.9 88.3 704.4 523.6 816.4 518.2 2453.9 877.6 75.9 1769.8 126.0 1445.9 218.6 9826.7 220.1 168.6 60.2 236.9 1447.5 1212.5 431.8 510.7 561.4 363.1 1528.2 2873.7 552.9 279.9 526.8 505.1 1611.1 5728.0 364.3

4.5 53.8 234.6 7.2 24.7 760.3 19.7 13.0 27.3 1251.3 2.6 50.1 2.8 328.0 49.0 949.1 17.3 12.0 9.9 62.3 794.0 1161.1 138.0 224.1 1785.9 104.4 8.3 17.8 39.4 -40.2 59.5 2.7 143.9 130.8 9.9 53.4 7.7 128.2 22.8 2592.3 17.1 11.7 4.0 14.8 317.5 46.6 23.9 54.3 -295.8 -60.8 268.7 765.4 60.0 -3.2 84.6 33.5 33.4 -129.6 83.4

0 0 0 9 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 33 0 0 0 0 3 0 0 0 78 0 0 0 87 0 0 0 0 0 14 0 0 0 0 50 0 35 0 0 0 56 4 0 0 84 35 0 0 0 0 0 26 4 4 13 3 0

0.00 5.12 8.87 13.05 4.55 5.69 13.73 6.74 3.10 0.29 11.17 33.73 0.00 21.42 5.67 0.23 16.98 5.64 36.04 28.32 0.27 0.00 20.83 31.42 51.37 13.94 12.08 40.79 11.52 0.19 1.99 12.31 2.27 21.25 0.11 37.24 14.91 0.46 24.41 3.81 53.77 0.93 41.00 0.19 8.63 0.14 12.34 19.04 26.69 4.21 15.84 0.00 1.33 5.32 0.03 13.41 31.14 4.08 0.32 28.08 18.68 31.55 0.07 48.88 33.47 7.23

601 826 315 7160 10311 1244 704 1746 32224 1408 6705 362 3901

36.20 37.60 90.05 576.95 182.95 707.25 40.95 106.55 429.65 964.00 1374.40 12.31 404.20

45/18 40/26 100/68 600/359 204/119 788/538 49/26 111/47 454/253 1000/500 1386/860 46/12 447/159

617 1560 1213 7261 10555 1388 700 1755 32102 1410 6544 508 3830

31 29.4 4.6 23.9 22.0 17.1 14.5 14.9 21.8 19.7 55.2 21.7

(05/05/17)

Trailing P/E Ratio

55.68 54 0.74 27.2 47.38 0 9.21 52.7 72.30 0 5.66 24.3 52.47 0 13.00 122.7 37.67 0 36.47 126.6 74.99 0 4.68 13.4 44.81 0 1.55 130.6 36.97 25 7.20 119.5 49.99 0 37.11 277.5 71.58 0 15.60 8.4 85.67 0 10.69 5.2 51.84 0 0.06 7.8 60.84 0 0.90 49.1

Entprise Value (` Cr)

24 1 143 43 7 34 1 71 85 149 48 -1 -

52-Week High/Low

16 19.7 -5 15.1 -98 47.6 4 221.3 3 369.7 31 39.6 -5 35.7 3 94.6 -13 1234.9 -1 62.1 10 95.9 15 15.1 202 -

CMP (`)

122.9 3.1 1612N 433.3 300.0 5.1 1612N 884.3 12.1 7.4 1612N 28.6 576.5 71.9 1612N 1706.2 266.8 118.6 1612N 782.9 314.9 5.4 1612N 1088.5 138.5 14.5 1612N 432.1 177.3 25.5 1612N 551.4 6299.3 397.5 1612N 18251.0 372.0 18.1 1612N 1115.1 410.0 38.1 1612N 1047.9 234.0 4.9 1612N 676.2 864.7 69.9 -

MARKET RELATED DATA Market Cap (` Cr)

No. of Shareholder (in’ 000)

Inst. Stake (%)

Pledged (%)

Prom. Stake (%)

NP Growth (%)

NP (` Cr)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703

Sales Growth (%)

Latest Qtr. Year

13.1 3.1 6.8 24.4 11.2 12.1 17.1 16.5 14.3 5.8 28.3 16.6 30.2

Sales (` Cr)

RONW (%)

0.2 1.3 2.1 0.1 0.2 0.3 0.0 0.0 0.3 0.0 0.1 1.8 0.0

SHAREHOLDINGS

YEAR TO DATE Year / Months

DERatio

1.0 0.10 0.8 11.6 4.00 18.8 10.00 7.9 1.50 35.7 4.00 2.8 0.50 4.7 1.20 12.2 2.50 23.5 5.00 18.5 0.6 0.05 18.6 -

NP (` Cr)

Div (`)

2178 16.7 18.5 40.5 233.6 444.5 62.8 48.2 77.7 914.0 34.3 90.2 17.4 179.4

Sales (` Cr)

EPS (`)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

1966 41775 1603 16.6 8 531 1603 43.9 27 1272 1603 35.0* 170 24 1603 124.1 77 2453 1603 563.6 70 992 1603 17.6 295 1597 1603 86.0 16 579 1603 163.8* 29 715 1603 750.0 85 27133 1603 14.6 404 1502 1603 24.4 65 1265 1603 29.4 4 794 U1703 96.5 62 2919

LATEST QTR.

NP (` Cr)

72 PETROCHEM IND. COMPOSITE Bhansali Engg.Po 1 DCW Ltd. 2 Dhunseri Petrochem L 10 Finolex Industri 10 GujaratStatePetronet 10 INEOS Styrolution 10 Manali Petrochem 5 NOCIL Ltd. 10 PetronetLNG 10 Savita Oil Tech 10 Sheela Foam 5 Signet Industries 1 Supreme Petroche 10 73 PHARMACEUTICALS IND. COMPOSITE Aarey Drugs & Ph 10 Aarti Drugs Ltd 10 Abbott India Ltd. 10 *Ajanta Pharma Lt 2 Albert David Ltd 10 Alembic Ltd. 2 *Alembic Pharmaceutic 2 Alkem Laboratories 2 Amrutanjan Health Ca 2 Anuh Pharma Ltd 5 AstraZeneca Pharma I 2 Aurobindo Pharma 1 Bharat Immunolog 10 *Biocon 5 Bliss GVS Pharma 1 Brooks Laboratories 10 Cadila Healthcar 1 Caplin Point Lab 2 Cipla 2 Claris Lifesciences 10 Coral Labs. 10 DIL 10 Dishman Pharmaceutic 2 Divi’s Lab 2 Dr. Reddy’s Labs 5 FDC Ltd. 1 GlaxoSmithKline Phar 10 Glenmark Pharma 1 Granules India L 1 Gufic BioSciences Lt 1 Hester Biosciences L 10 Hikal Ltd. 2 Ind-Swift Laboratori 10 Indoco Remedies 2 IOL Chemicals and Ph 10 Ipca Laboratorie 2 J B Chemicals & Phar 2 Jenburkt Pharmac 10 Jubilant Life Scienc 1 Kopran Ltd 10 Laurus Labs 10 Lincoln Pharmace 10 Lupin Ltd. 2 Mangalam Drugs 10 Marksans Pharma 1 Medicamen Biotec 10 *Merck Ltd. 10 Morepen Labs.Lt 2 Natco Pharma 2 Nectar Lifesciences 1 Neuland Laborat 10 *NGL Fine-Chem Li 5 Novartis 5 Orchid Pharma 10 Panacea Biotec L 1 Pfizer Ltd. 10 Piramal Enterprises 2 Piramal Phytocare 10 RPG Life Sciences 8 *Sanofi India 10 Sequent Scientific 2 Shilpa Medicare L 1 SMS Pharmaceuticals 1 Strides Shasun L 10 Sun Pharma. 1 Suven Life Sciences 1

Year / Months

Company Name

Face Value

AUDITED ANNUAL

7.1 188 103.90 16.5 1270 532.25 23.0 9071 4268.85 38.1 14474 1636.35 9.0 185 324.95 56.6 1258 47.10 50.6 11182 593.15 67.0 23089 1931.05 18.4 1026 702.10 10.8 490 195.50 16.0 2369 947.65 191.3 34549 589.70 17.9 153 35.40 100.8 20750 1037.50CB 15.8 1712 165.95 10.7 216 133.60 82.8 47706 466.00 21.5 2927 387.25 220.8 44135 548.60 19.7 1870 342.65 4.3 340 952.45 4.4 170 740.00 52.4 5048 312.80XB 122.9 16626 626.30 129.5 43123 2601.80 25.7 3375 189.80 100.4 20710 2445.00 88.1 23878 846.25 72.7 3171 138.65 13.8 506 65.45 6.0 720 846.35 9.9 1822 221.65 19.0 198 44.15 14.6 2074 225.05 13.0 373 66.30 64.5 6788 537.85 32.1 2794 329.45 7.4 207 446.25 36.5 12105 759.95 31.6 373 86.20 56.7 5889 556.85 15.4 440 219.85 220.8 56470 1250.50 15.5 305 192.40 112.1 1965 48.00 4.1 545 492.60 31.7 1802 1085.30 134.4 951 21.15 44.5 15715 901.55 36.8 801 35.70 7.4 1176 1324.20 4.2 249 402.70 44.5 1912 679.40 89.7 294 33.00 9.9 931 152.05 85.6 7889 1724.50 93.1 43224 2504.80 53.3 204 78.75 16.8 642 388.05 19.2 9629 4180.75 6.9 3052 125.20 14.4 5594 698.15 16.6 761 89.90 64.4 9359 1046.60 572.0 151335 630.75 67.6 2402 188.75

110/35 201 684/431 1698 5190/4105 8232 2150/1400 14500 425/276 183 52/32 1255 709/518 10897 2238/1182 22918 733/385 978 290/174 479 1162/909 2292 895/582 37128 37/17 142 1188/609 20124 188/79 1717 194/72 220 475/305 48577 460/184 2863 622/458 45214 430/155 1836 1175/410 332 899/651 183 346/128 5582 1380/607 16611 3689/2560 44939 240/166 3363 3620/2399 19378 993/729 24580 154/91 3392 74/33 540 965/526 749 256/139 2271 48/33 1426 360/209 2186 156/59 800 656/402 7221 404/231 2958 573/340 183 879/294 13620 103/43 397 586/453 6794 256/128 493 1750/1248 56827 240/123 356 58/37 2002 565/71 561 1199/666 1613 31/19 990 1015/440 15771 44/29 1637 1680/678 1336 438/215 259 855/630 799 46/24 2992 178/86 1919 2055/1651 6867 2630/1180 55586 122/71 201 538/222 663 4930/4005 9070 164/102 3086 787/436 5658 115/78 932 1259/918 10690 855/572 156829 229/151 2229

27 41.1 17.9 30.9 29.0 3.6 26.0 29.8 42.0 27.0 85.0 20.8 40.0 31.2 29.0 71.6 45.7 44.5 21.7 59.1 14.9 38.4 19.2 62.8 10.4 23.0 48.2 30.9 29.6 26.1 37.4 16.1 18.5 263.8 39.1 32.6 15.7 16.1 13.4 93.6 23.0 40.8 14.9 38.5 17.5 25.2 81.8 23.5 43.2 31.4 34.8 47.6 16.4 100.6 20.8

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

39

Databank

Updated as on May 05, 2017

40

1612 2891.4 1612 3.1 1612 1620.0 1612 21.2 1612 305.3 1612 7.1 1612 103.7 1703 1013.0 1612 4.6 1612 1308.6 1612 1892.5 1612 19395.9 1612 15.3 1612 3111.7 1612 300.3 1612 2126.6 1703 5.8 1612 495.4 1612 1733.4 1612 2314.4

-0.5 -11.7 3.0

2.3 0.0 0.4

1.80

32 11 -3 9 40 -12 26 38 1 3 27 -5 11 21 4 -17 21 11 10 -5 1 28 5 149 -1 3 -1

10.7 62.5 80.9 8.6 9.2 9.2 5.3 8.2 -12.3 25.5 5.6 62.0 20.0 9.2 86.2 0.6 3.8 24.0 15.2 6.7 23.2 6.3 8.6 7.9 60.3 32.4

16 29 2 25 147 -29 62 46 31 394 76 5 19 29 21 109 536 -15 37 21 99 -1 -24 17 16 11

69.67 0 1.13 59.33 5 24.27 43.51 0 3.88 57.77 0 1.54 59.10 0 2.62 74.43 0 0.04 73.66 0 0.05 74.99 0 5.68 50.84 78 0.00 73.63 0 0.00 73.52 0 0.02 61.19 0 15.01 35.83 0 18.38 75.00 0 0.87 64.10 0 10.19 58.48 68 0.03 65.70 0 0.66 62.06 0 2.21 63.55 0 1.21 58.49 0 0.20 59.51 0 8.20 61.98 0 20.08 54.09 0 8.52 49.70 0 28.92 74.99 0 0.10 52.50 0 20.96 72.58 0 5.57

-5 19 6 587 -1 3 -23 -34 -29 -19 3 21 10 -27 11 -6 -12 62 -1 -20 -18

-619.2 7.7 568.0 -1.5 146.8 -65.2 11.1 -61.8 2627.2 867.3 7303.3 -39.9 212.1 1083.5 1262.9 876.9 297.8

-415 -20 3 -189 16 -222 26 -163 20 14 -8 51 9 -6 0 -11 -64

68.08 55.96 49.92 32.76 58.20 54.25 68.31 31.16 74.99 57.82 74.50 89.32 69.74 71.51 16.21 57.48 49.63 74.99 89.96 33.02 53.56

7.2 1.8 1612N 22.9 355.8 24.7 1612N 1007.3 343.0 26.6 1612N 1058.8 55.5 2.4 1612N 165.8 26.6 4.0 1612N 61.8 82.0 2.1 1612N 272.3 27.9 1.9 1612N 66.2 109.3 1.5 1612N 311.0 96.9 -4.9 1612N 324.3 439.2 3.2 1612N 1397.6 66.7 1.7 1612N 190.1 112.5 18.6 1612N 364.3 67.7 5.6 1612N 226.9 20.5 3.0 1612N 61.9 495.5 28.2 1612N 1424.8 17.8 -0.4 1612N 48.0 12.9 2.7 1612N 39.1 137.8 7.7 1612N 416.6 84.2 6.3 1612N 247.2 22.3 3.8 1612N 63.2 435.3 10.5 1612N 1364.3 95.3 3.1 1612N 261.0 55.6 1.4 1612N 179.8 1282.7 127.2 43.1 2.5 1612N 130.8 307.4 15.0 1612N 968.0 80.2 9.8 1612N 256.8 -478.4 -0.3 152.0 -1.6 41.3 -0.7 3.3 2.5 -17.8 214.7 336.2 2468.7 -8.4 42.6 -59.5 440.9 -2.1 261.1 282.6 106.1

1612N 8597.9 1612N 19.1 1612N 5648.0 1612N 91.3 1612N 974.3 1612N 21.1 1612N 358.3 1612N 13.6 1612N 5908.7 1612N 5831.0 1612N 57856.8 1612N 21.6 1612N 10805.6 1612N 6598.3 1612N 2084.8 1612N 5327.6 1612N 7573.8

- 1612 239.6 7.8 1612N 462.4 - 1612 802.7 121.4 1612N 1667.8 5.8 1612 1164.5 44.3 1612N 2855.4

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

298 -33.1 23 -38.8 16 -132.6

39 0 0 0 0 0 0 83 52 95 0 0 0 50 0 96 66 48 0 4 0

6.0 14.5 26.2 9.0 11.2 8.3 14.1 8.4 6.1 7.5 3.5 17.3 13.8 7.4 15.3 7.5 8.2 10.7 15.6 8.5 1.9 3.0 3.7 33.9 6.1 39.2 6.7

172 228 6156 4496 222 575 170 162 330 2024 424 2421 9596 179 159

57.2 40.1 47.5

206 574 6452 4606 237 564 257 161 605 2621 483 2487 9410 156 154

23 20.5 48.2 14.8 13.0 17.2 16.9 19.7 -

576.30 709/408 595 30.1 1294.45 1768/1186 23620 25.4 783.00 1110/768 554 30.9 267.95 320/235 2433 24.2 109.05 136/68 1361 19.6 172.00 228/130 181 685.05 1129/627 8454 55.2 58.60 63/33 253 219.50 7.36 882.30 337.95 316.30 266.20 92.00 135.10 114.35 184.95 115.60 129.65 152.05 357.50 133.40

353/164 9/4 959/352 372/213 357/250 307/150 102/55 166/115 123/76 220/137 142/82 150/85 162/115 540/281 168/107

39 601 511.80 600/391 595 48.1 6537 545.85 670/368 6612 75.6 876 449.35 469/310 1185 8.0 294 166.10 176/79 352 23.7 464 346.05 379/25 561 36.9 375 218.15 236/141 403 36.3 151 68.95 78/29 173 27.7 1044 862.10 1184/709 1053 78.1 271 93.85 103/32 483 362 38.45 44/24 667 11.4 177 288.00 334/119 199 45.4 1811 395.60 467/324 1817 21.2 784 282.75 300/147 808 28.7 407 322.85 366/208 384 34.0 3263 2186.65 2257/1085 3335 27.4 302 162.55 199/96 361 396 18.20 19/4 398 652 501.90 579/399 732 19.5 387 276.35 290/122 445 19.9 313 284.95 294/146 307 29.0 2373 88.90 107/60 2629 80.6 569 1370.00 1470/855 621 73.6 465 558.40 661/482 502 36.4 15018 1182.25 1200/780 15218 39.6 392 502.80 587/291 410 40.1 2848 201.55 217/103 2856 39.8 1821 1517.40XB 1661/850 1796 37.7

24.78 340.7 11571 1.47 49.1 1691 41.35 34.6 12486 0.67 8.8 146 14.83 58.2 1621 7.43 284.6 949 0.12 2.2 3939 54.13 317.7 2812 18.66 125.7 10546 19.39 22.7 420 14.60 809.5 32266 5.05 84.9 15630 27.43 631.3 132299 6.78 30.0 727 59.32 148.1 2945 16.69 137.1 2469 37.82 1083.5 15217 10.83 3489.1 12960 5.85 84.1 14499 50.66 288.9 22490 23.07 118.5 10487

37 74.91 31 20.38 64 68.57 0 17.43 -378 74.99 0 15.90

Trailing P/E Ratio

0.1 8.2 0.9 9.5 3.2 2.3 8.7 7.9 11.5 8.4 2.1 9.1 0.4 12.7 4.8 10.9

- 0 0.00 41.87 7 2.34 59.4 65.90 29 6.79 18.7 44.78 0 27.29 15.3 66.25 0 8.39 20.5 74.00 0 0.01 14.5 50.30 0 0.30 28.5 74.97 0 0.00 9.3 56.36 6 7.21 20.1 49.89 24 32.04 65.4 74.73 0 10.09 7.2 57.48 0 5.89 70.7 35.72 5 34.92 181.4 49.54 0 17.05 2.1 74.87 0 0.00 11.2

Entprise Value (` Cr)

2.7 0.9 0.6 0.1 0.2 0.1 0.8 1.6 0.5 0.2 0.6 0.2 1.0 0.3 0.0 1.3 0.7 0.3 0.2 0.8 1.1

15 -70 51 19 -22 7110 78 -45 81 14 -78 67 5 -14 -95

52-Week High/Low

0.0 -0.5 53.3 10.00 0.3 0.50 12.5 2.70 -0.8 0.3 0.05 -0.5 1.2 0.50 -1.3 2.4 1.50 7.9 3.00 12.4 3.35 -2.3 7.9 2.50 0.4 75.5 8.50 0.2 3.4 1.10 2.9 1.30 17.0 4.50

5.1 -21.0 -8.3 71.7 26.2 88.3 -5.2 18.5 26.3 138.4 4.2 94.7 232.0 7.3 1.3

521 21905 608 2435 884 172 7573 202

(21/04/17)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612

66.98 0 0.01 4.2 71.24 0 17.58 50.9 65.42 0 10.28 13.0 50.07 0 16.65 25.5 36.47 90 4.55 19.3 54.98 0 0.01 5.4 74.16 0 7.24 124.4 66.84 0 0.01 5.8

14.9 740.0 13.8 72.4 39.0 -11.3 -15.8

CMP (`)

40.2 9.8 21.7 14.5 10.4 11.8 4.0 4.7 2.5 24.1 18.7 19.4 17.8 20.4 7.3 19.5 3.1 8.6 17.3 23.7 17.2 18.9 20.3

18 -54 -18 -0 433 -9 -7

6 -18 4 15 43 29 3 -75

MARKET RELATED DATA Market Cap (` Cr)

9.4 4.50 0.0 6.1 0.40 0.2 55.5 10.00 0.7 6.0 0.50 0.8 5.3 - -1.7 8.2 0.90 0.4 1.6 0.15 0.9 8.9 - 0.1 -5.3 - 5.4 1.2 - 1.4 2.4 1.00 0.7 18.0 3.50 0.1 8.7 3.25 0.2 7.8 - 0.0 69.6 7.00 0.1 -1.1 - 1.8 0.0 - -2.2 29.0 7.00 0.4 10.9 2.00 0.3 8.7 2.00 0.0 0.7 0.10 0.5 18.8 1.20 0.6 18.6 4.00 0.6 29.9 15.00 0.2 11.0 2.50 0.4 4.5 2.00 0.0 37.6 12.00 0.0

No. of Shareholder (in’ 000)

6 505 9 0 5 465 26 -15 -27 -11 -10 9 2 -3 -37

Inst. Stake (%)

172.6 192.2 201.3 499.1 148.7 579.3 258.4 104.7 410.1 1059.4 116.2 586.1 2367.3 43.0 77.0

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

Pledged (%)

Sales Growth (%)

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N

6.9 18.3 4.9 20.5 0.8 4.4 13.5 19.5 15.1 3.8

Prom. Stake (%)

Sales (` Cr)

7.1 -16.4 5.4 37.9 10.1 25.3 2.8 2.3 0.2 23.6 2.1 35.3 72.5 2.8 -2.2

54.4 2.3 1612N 167.7 1249.0 234.0 1612N 3631.0 123.7 3.6 1612N 413.4 356.4 26.1 1612N 1058.1 140.0 40.2 1612N 344.5 10.3 -0.7 1612N 19.4 540.5 -5.9 0.2 -5.3 1612N 0.5

NP Growth (%)

Year / Months

80.1 71.9 64.7 225.8 61.0 274.0 98.8 46.2 169.8 442.4 46.6 189.4 786.4 17.3 25.6

1612 1612 1612 1612 1612 1612 1703 1612

NP (` Cr)

NP (` Cr)

0.4 1.5 1.4 0.3 0.0 0.0 0.9 0.0 0.9 0.5 0.4 0.1 0.0 0.0 0.1

23.2 47.8 16.6 9.8 2.2 11.2 -

SHAREHOLDINGS

YEAR TO DATE

Sales (` Cr)

2.50 1.00 2.50 8.00 4.00 1.00 2.00 0.50 1.30 2.25 2.70 -

Latest Qtr. Year

DERatio

9.8 -1.4 -4.8 6.2 31.7 -4.8 -24.8 22.8 -6.6 1.3 2.6 5.5 8.9 20.5 3.8

16.7 - 1.3 104.2 35.00 0.5 29.2 5.00 0.2 11.1 2.00 0.0 1.0 - 1.3 -15.1 - 0.6 12.4 10.00 1.8 -5.5 - -1.1

RONW (%)

Div (`)

Themis Medicare Ltd. 10 1603 9.0 72 203 15.1 Torrent Pharmac 5 1603 84.6* 218 5429 1763.3 TTK Healthcare Ltd. 10 1603 7.8 170 519 22.7 Unichem Labs 2 1603 18.2 113 1222 100.6 Vivimed Labs 2 1603 16.2 46 319 8.1 Wintac Ltd. 10 1603 10.0 14 18 -15.1 Wockhardt Ltd. 5 U1703 55.3 111 2298 137.1 Zenotech Laboratorie 10 1603 34.4* -13 2 -19.1 74 PLANTATIONS - TEA AND COFFEE IND. COMPOSITE 314 9137 680 Aspinwall and Co 10 1603 7.8* 142 238 7.7 Assam Company 1 1603 31.0 8 270 -53.3 Bombay Burmah 2 1603 14.0 30 242 -33.1 CCL Products India 2 1603 26.6 34 677 81.9 Dhunseri Tea & Indus 10 1603 7.0 644 183 22.2 Goodricke Group 10 1603 21.6 88 744 -12.9 Harrisons Malaya 10 1603 18.5 55 285 -45.7 James Warren Tea 10 1603 12.0 111 137 27.4 Jayshree Tea 5 1603 14.4 121 696 -19.2 McLeod Russel 5 1603 54.7 120 1507 14.6 Rossell India 2 1603 7.3 46 161 9.6 Tata Coffee Ltd. 1 1603 18.7 41 718 102.5 Tata Global Beverage 1 1603 63.1 46 3084 563.7 United Nilgiri Tea 10 1603 5.0* 135 56 10.2 Warren Tea 10 1603 12.0 85 138 4.6 75 PLASTICS - OTHERS IND. COMPOSITE 408 18736 1054 Arrow Greentech 10 1603 11.7 23 23 11.0 Astral Poly Technik 1 1603 12.0 62 1333 72.5 Cosmo Films 10 1603 19.5* 255 1440 108.3 Emmbi Industries 10 1603 17.7 41 208 10.6 Fiberweb (India) 10 1603 13.4 -44 62 7.1 Hitech Plast 10 1603 17.2 79 393 14.1 Innovative Tech 1 1603 2.2 13 90 3.4 Kingfa Science & Tec 10 1603 12.1* 222 314 10.8 Kisan Mouldings 10 1603 28.9 17 464 -15.3 Kkalpana lndustries 2 1603 18.8 26 1858 11.4 Machino Plastics 10 1603 6.1 71 206 1.5 Mayur Uniquoters 5 1603 22.9 75 511 82.5 Mold-Tek Packaging 5 1603 13.9* 47 276 24.1 Multibase India Ltd. 10 1603 12.6 40 71 9.9 Nilkamal Ltd. 10 1603 14.9 392 1870 103.9 OK Play India Ltd. 10 1603 18.6* 18 97 -2.0 Pil Italica Lifestyl 1 1603 21.8 -0 43 0.4 Plastiblends Ind 5 1603 6.5 142 518 37.7 PPAP Automotive 10 1603 14.0 150 303 15.3 Prima Plastics L 10 1603 11.0 45 94 9.6 Responsive Industrie 1 1603 26.7 22 1837 17.9 Safari Indus. 10 1603 4.2 220 277 7.8 Shaily Engineering P 10 1603 8.3 108 226 15.5 *Supreme Inds. 2 U1703 25.4 126 4462 379.3 TPL Plastech Ltd. 10 1603 7.8 64 187 8.6 VIP Indus. 2 1603 28.3 24 1216 63.4 Wim Plast Ltd 10 1603 12.0* 186 359 45.1 76 POWER - GENERATION/DISTRIBUTION IND. COMPOSITE 44521 162009 19764 Adani Power Ltd. 10 1603 3856.9 24 12704 5.6 BF Utilities Ltd. 5 1603 18.8 21 5 -1.0 CESC Ltd. 10 1603 132.6 596 6493 707.0 Energy Developme 10 1603 47.5 37 134 1.6 Guj. Industries 10 1603 151.3 131 1352 188.4 GVK Power & Infrastr 1 1603 157.9 14 27 -129.6 India Power Corp 1 1603 97.4 10 586 31.9 Jaiprakash Power Ven 10 1702 5996.0 18 3884 -294.5 JSW Energy Ltd. 10 U1703 1640.1 51 4041 194.8 KSK Energy Ventures 10 1603 424.0 71 22 -55.6 NHPC 10 1603 10259.3 27 7434 2440.1 NLC India L 10 1603 1528.6 100 6669 1204.2 NTPC 10 1603 8266.1* 107 70507 10242.9 Orient Green Power C 10 1603 739.8 13 - -168.5 PTC India 10 1603 296.0 94 12799 233.6 RattanIndia Power 10 1612 2952.9 19 2775 116.7 Reliance Infrastruct 10 1603 263.0 809 9961 1985.8 Reliance Power L 10 U1703 2805.1 59 48 64.3 SJVN Ltd. 10 1603 4136.6 27 2498 1408.5 Tata Power Co. 1 1603 270.5 58 8438 771.6 Torrent Power Ltd. 10 1603 480.6 155 11633 816.0 77 POWER - TRANSMISSION/E QUIPMENT IND. COMPOSITE 6566 38607 6390 Adani Transmission L 10 1603 1099.8 20 274 -53.7 GE Power India 10 1603 67.2 138 1727 -78.8 GE T&D India 2 1603 51.2 52 3420 77.5

LATEST QTR.

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

8029 4272 8563

30.00 448.90 941.90 30.80 107.15 6.01 40.45 4.69 64.30 9.90 31.45 102.25 160.05 9.83 99.50 8.36 578.60 46.20 35.05 83.15 218.20

46/23 35254 644/356 1759 969/520 16074 249/30 149 117/80 1808 8/4 1092 49/16 4722 7/4 14638 86/54 14651 35/8 1099 33/21 44774 123/68 15644 178/134 214275 12/8 995 105/62 2784 12/6 9688 635/426 29405 56/38 17637 37/26 13079 91/67 34464 241/159 17850

15 15.3 7.8 54.2 11.8 11.9 13.2 11.7 8.4 10.3 24.2 31.2

73.00 635.40 334.45

96/28 13144 693/441 3759 380/277 9006

20 -

DSIJ.in

DSIJ.in

1.6 0.7 1.4 0.6 0.6 0.1 0.6 0.0 0.2 0.1 0.1 0.1 0.1

20.2 0.3 1.8 0.8 22.2 0.1 26.5 25.0 5.5 14.6 4.1

1612 1612 1612 1612 1703 1703 1612 1612 1612 1612 1703 1612

1699.5 -12.4 1612N 4989.1 944.7 -41.6 1612N 2801.2 1063.7 15.9 1612N 2889.7 4420.1 101.1 1612N 12591.3 130.3 33.9 910.3 -36.1 0.2 -2.2 1612N 5.8 41.2 0.4 1612N 159.1 64.4 8.8 440.7 37.2 1612N 1290.2 251.8 5.0 152.8 33.4 1612N 364.2

259.0 -0.1 11.7 47.7 9.1 27.6 -69.4 2.9 39.8 7.1

31 -180 -52 -12 -27 140 -172 -70 16 8

57.01 57.36 70.73 65.08 45.43 69.28 29.81 59.64 35.36 48.21

0 0 0 0 0 14 30 79 17 0

0 4 31 -1 -3 -2

6197.6 858.9 14.4 4390.0 15385.8 1699.9

25 70 79 88 67 884

54.93 67.28 72.26 51.11 57.33 88.58

0 0 0 0 0 0

8 -70 18 285 9 9 -51 5 15 19 51

31.7 240.0 26.7 245.2 -1.6 10.0 81.6 39.0

458 597 10 373 -473 -39 34 166

59.33 82.20 46.55 60.45 49.54 74.21 67.09 33.58 73.85 42.95 32.61 54.48 52.71

0 0 80 31 64 0 13 0 0 60 0 0 76

57.90 62.64 41.76 74.75 60.89 65.10 39.52

0 0 0 0 0 0 0

0.06 2.69 0.18 0.22 0.01 0.14 0.33

22.0 11.1 2.5 6.9 17.0 40.7 24.0

788 270 223 560 178 225 676

74.24 0 47.87 0 0.00 0 67.05 0 50.46 0 44.83 0 33.16 2 42.78 78 88.94 0 23.13 0

0.00 20.79 75.98 17.06 36.58 9.47 41.44 15.04 5.93 7.74

1.1 62.9 45.3 24.5 14.7 4.3 46.4 17.8 17.3 2.6

1668 625 4461 13463 4148 5597 3481 341 10311 241

1657 268 201 315 184 218 164 307

65 24.7 -26.5 8.0 22.0 3.7 8.0 25.5

11.9 4.50 -5.3 0.37 60.1 10.00 8.4 2.7 1.50 1.9 0.50 0.9 0.05

0.1 0.3 0.5 0.0 0.8 0.0 1.4

21.8 6.7 12.3 2.4 11.1 37.1

1612 104.2 1612 52.1 1612 68.1 1703 49.6 1612 59.2 1612 40.7 1612 84.8

5.2 1.0 1.3 5.6 3.4 3.2 7.5

1612N 1612N 1612N 1612N 1612N 1612N

303.1 152.0 230.0 168.0 133.0 269.2

51 0 -2 -32 6 13 25

15.6 4.0 7.8 10.4 7.2 24.0

-3 -61 55 216 18 57

5702 1 16 185 164 139 265 100 1130 412 195 131 43 95 691 37 244 28 2918 1 36

703 1.2 4.9 117.7 255.7 61.5 4.3 141.8 29.2 84.4 2.3

0.1 3.5 40.0 28.00 35.8 27.00 62.0 25.00 0.8 20.1 7.3 2.00 6.7 0.1 -

0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.2 0.8 0.0

8.4 1.9 28.8 35.8 15.1 0.6 21.1 20.1 23.4 4.0

1612 6.2 1612 65.9 1703 301.5 1612 53.3 1612 13.7 1612 180.3 1612 49.0 1612 840.8 1612 9.3

1.0 45.2 63.4 21.2 10.6 27.4 -5.9 24.8 0.9

1612N 1612N 1703Q 1612N 1612N 1612N 1612N 1612N 1612N

17.2 204.1 301.5 152.8 41.2 536.9 196.2 2482.5 27.7

25 8 16 8 32 5 -1 19 3

2.4 113.1 63.4 63.3 38.1 96.0 12.0 71.3 2.5

97 38 -3 40 1414 -10 -57 25 1

55 53 892 68 113 17 2

-316 40 16

1213 -3991 34 -3704.7 -371.6 660 236.7 4.9 519 -523.4 -7.1

26.70 178.8 0.00 1.5 3.94 11.7 17.21 20.2 0.38 84.7 11.49 7.1 67.56 17.0 0.03 7.0 0.00 38.7 0.14 6.2 29.26 21.29 0.82 26.45 17.04 4.91

217.00 352.40 211.55 208.90 413.30 1180.35

298/178 207 367/202 5860 232/111 7078 214/140 209074 476/285 655 1317/740 1192

21.5 26.0 15.2 42.1 18.5

11159 165.60XB 177 107.95 473 49.10 855 581.45 730 483.20 3947 112.05 2492 26.60 408 111.30 535 14.16XB 215 205.30

125.6 104970 725.85XB 61.2 5578 374.60 11.4 468 91.70 154.7 53359 525.25XB 221.7 210334 433.15XB 426.7 22223 126.80

26.12 165.8 7.40 122.9 5.66 49.2 20.16 41.9 21.99 42.7 21.66 4.0 17.51 8.2 0.39 59.4 0.09 15.8 4.95 7.0 38.75 39.9 31.08 4.0 0.09 17.6

12721 50467 1541 5561 16579 2202 3144 180 367 424 8526 1834 582

174/84 122/22 54/38 608/390 523/337 120/81 41/19 112/49 23/8 248/140

8590 178 484 987 727 5112 4405 1000 825 257

40 33.9 25.2 12.7 61.3 40.5 64.8 10.0 17.8

17 754/441 116612 12.0 405/179 9100 5.0 104/55 558 23.4 584/267 67862 9.0 450/196 252307 12.3 136/63 15333 7.3

132 165.10 185/124 14177 808.65 814/559 51456 32.60 153/14 6018 6.0 292.65 306/94 6462 174.0 351.40 360/116 17611 47.4 1787.00 1993/1645 2207 25.8 376.45 406/265 3606 35.55 55/16 177 133.00 248/61 411 7.5 192.15 246/165 432 13.8 256.55 277/159 8574 86.5 1015.05 1059/425 1857 46.4 188.20 211/48 622 15.9 379.80 53.95 1675.00 213.25 130.35 52.00 24.15

435/274 70/28 1802/990 231/158 141/41 56/30 25/11

800 330 277 555 279 219 763

29 37.5 20.7 25.4 16.5 24.7 19.7

61 162.85 205/97 1668 441.45 474/350 655 1514.70 1695/956 4449 30.0 1886.75 2490/1865 13437 53.1 4181.55 4518/3520 3967 52.2 1038.60 1448/481 5136 140.5 493.10 824/318 3448 26.5 85.65 199/77 368 25.5 813.25 820/452 10487 104.5 5.70 7/3 242 -

- -2.8 1.90 0.0 - 4.3

- 1609 2.3 -720.8 1609H 4.7 12.3 1612 169.2 64.5 1612N 508.5 - 1703 227.9 -139.9 -

-85 -1169.7 2 183.7 38 -

-61 9.73 99 51.43 31.4 -2 43.00 0 50.25 48.3 - 30.75 100 14.48 130.6

193 7561 4704

19.40 156.40 63.90

31 43/19 8829 197/121 7271 32.4 73/48 11858 -

30.05 426.80 122.75 80.00 347.00

11 37/24 3529 477/297 7037 10.7 124/77 253 85/56 7038 465/193 898 26.2

7186 918 223 729 -113.6 385 1704 601.4 165 328 3.9 148 4112 377.3 103 313 48.7

-5.5 39.9 1.5 8.1 22.2

1.30

0.6 0.5 0.1 0.7 0.6

10.4 0.9 5.5 21.5

1612 149.7 -83.6 1612N 485.8 1703 468.4 155.3 1612 67.6 -127.0 1612N 138.4 1612 964.9 7.3 1612N 2553.2 1612 96.7 9.1 1612N 274.2

-16 -195.9 -161 74.36 100 4.18 89.2 -19 - 30.30 0 42.72 71.4 -31 -158.3 -1167 72.87 0 0.55 16.6 -18 43.2 -89 63.74 0 22.35 155.6 19 15.7 -56 73.24 0 2.16 15.3

622 6435 312 3726 762

29924 31 4683 -114.3 2757 99.4 1456 31.8 1686 183.4 1216 33.2

-1.0 4.2 25.4 22.7 19.1

7.50 3.00

2.7 1.2 1.5 1.9 1.5

8.1 3.5 26.4 13.0

1612 1612 1612 1703 1612

-7 -251.7 -5 26.01 100 43.50 145.3 34 391.9 61134 40.94 0 32.12 79.4 37 116.0 608 58.69 0 0.17 7.1 51 - 74.91 0 3.14 18.2 27 96.3 940 44.51 0 7.69 78.4

1757 3718 2434 1516 589

21 52 734 85 138

Trailing P/E Ratio

-1.4 5.1 0.3 0.24 1.6 0.40 0.3 69.2 26.00 -2.4 0.1 20.0 9.7 2.3 0.90 21.9 3.9 -

-17 -56 39 -3 4 674 -13 33 11 -12

Entprise Value (` Cr)

40582 543 6060 -104.1 8580 318.5 8340 11.8 3300 29.5 6845 14.6 492 85.3 3648 -19.9 13 0.8 260 55.3 218 21.4 1501 77.8 1002 39.5 324 12.2

12 25 70 85 40 312 92 156 76 39 43 150 95

1612N 145174.1 1612N 20863.6 1612N 351.9 1612N 135498.9 1612N 259567.5 1612N 29873.0

74.34 0 0.11 9.8 230 59.45 38 25.49 21.7 5408 50.86 0 32.44 71.1 5439 57.89 0 35.19 671.3 109288 74.89 22 5.32 29.0 548 47.48 0 36.61 13.8 1194

52-Week High/Low

2271.9 291.1 3.4 1590.3 3994.9 566.0

-140 41 53 28 83

(05/05/17)

1612 53542.7 1612 7266.7 1612 127.5 1612 48555.6 1612 93116.7 1612 11475.3

-34 -14.6 14 179.5 12 149.4 27 5603.8 87 6 45.3

CMP (`)

24.9 33.5 9.7 21.0 14.1 17.9

MARKET RELATED DATA Market Cap (` Cr)

0.5 2.0 0.9 0.8 0.6 1.1

No. of Shareholder (in’ 000)

51.4 31.00 51.8 4.00 2.7 0.50 38.0 34.50 21.4 14.00 6.6 -

1005.7 0.0 165.2 947.3 69.4 213.6 133.4 1136.2 1472.4 281.5

Inst. Stake (%)

785542 23626 207 189303 7431.9 154 25994 770.7 27 422 13.6 181 179571 3862.7 152 350603 10399.0 37 39647 1148.2

1612N 1612N 1612N 1612N 1612N 1612N 1612Q 1612N 1612N 1612N

Pledged (%)

85.0 -0.2 2.3 14.8 2.7 21.5 -69.4 1.3 13.1 2.2

Prom. Stake (%)

325.0 0.0 48.3 304.8 23.0 77.1 133.4 438.2 530.9 92.6

NP Growth (%)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612

NP (` Cr)

9.7 1.2 5.5 13.4 5.6 0.1 2.7 11.6 5.0

25.8 -7.5 1612N 92.0 1128.6 57.1 1612N 3397.8 1681.0 70.8 1612N 4969.8 6629.8 1930.0 1612N 19004.5 188.2 0.3 105.3 15.3 1612N 381.2

Sales Growth (%)

0.0 0.3 0.1 0.4 0.0 0.9 5.0 1.4 1.0 0.4

Sales (` Cr)

4.00 0.30 1.00 3.50 0.15 -

7468 209 1496 258.3 0 0.2 189 31.1 1362 74.3 90 15.4 86 1.0 548 -244.0 1407 13.1 1828 48.1 463 11.5

SHAREHOLDINGS

YEAR TO DATE Year / Months

3.8 0.1 3.2 50.5 10.2 0.0 -2.6 3.6 1.3 11.0

40 10 59 376 170 35 11 130 11 219

NP (` Cr)

Latest Qtr. Year 1612 1612 1612 1612 1703 1612

Sales (` Cr)

RONW (%) 2.6 8.8 12.7 14.1 3.9 9.4

146 190 4.0 147 4365 199.5 48 6464 158.0 82 20802 6026.7 251 802 13.0 464 563 44.0

EPS (`)

0.0 0.2 1.4 2.4 0.4 0.0

NP (` Cr)

3.8 13.0 1.50 6.1 1.00 11.5 2.31 9.8 43.5 12.50

Sales (` Cr)

DERatio

LATEST QTR.

Div (`)

Indo Tech Transforme 10 1603 10.6 Kalpataru Power 2 1603 30.7 KEC International Lt 2 1603 51.4 Power Grid Corpo 10 1603 5231.6 *Transformers & Recti 10 U1703 13.3 Voltamp Transformers 10 1603 10.1 78 PROJECT CONSULTANCY/TURNKEY IND. COMPOSITE 1738 Engineers India 5 1603 336.9* Generic Engineering 10 1603 16.4 OM Metals Infraproje 1 1603 9.6 Power Mech Projects 10 1603 14.7 Reliance Ind.Inf 10 1603 15.1 Sadbhav Infrastructu 10 1603 352.2 Shriram EPC Ltd. 10 1610 937.0 SPML Infra 2 1603 7.3 Sunil Hitech Enginee 1 1603 37.8* Technofab Engineerin 10 1603 10.5 79 REFINERIES IND. COMPOSITE 9245 Bharat Petroleum 10 1603 1446.2* Chennai Petro. 10 1603 148.9 GP Petroleums 5 1603 25.5 Hind. Petrol 10 1603 1015.9* Indian Oil Corp 10 1603 4855.9* Mangalore Refine 10 1603 1752.6 80 RETAIL IND. COMPOSITE 1818 Aditya Birla Fashion 10 1603 770.5 Avenue Supermarts 10 1603 624.1 Future Enterprises 2 1603 94.6* Future Lifestyle 2 1603 38.0 Future Retail L 2 1603 94.4 *Kewal Kiran Clothing 10 U1703 12.3 *Shoppers Stop 5 U1703 41.8 SORIL Holdings 2 1603 10.1 SORIL Infra Resource 10 1603 27.6 The Mandhana Retail 10 1609 22.1 Trent Ltd. 1 1603 33.2 *V Mart Retail 10 U1703 18.1 V2 Retail 10 1603 30.9 81 RUBBER IND. COMPOSITE 85 Apcotex Industries L 5 1603 10.4 Elgi Rubber Co. 1 1603 5.0 GRP L 10 1603 1.3 *Indag Rubber 2 U1703 5.3 Pix Transmission 10 1603 13.6 Rubfila Internationa 5 1603 21.6 Vikas Ecotech L 1 1603 28.0 82 SERVICES - OTHERS IND. COMPOSITE 404 BLS International Se 1 1603 10.2* CL Educate 10 1603 14.2 Credit Analysis & Re 10 1603 29.5 Crisil 1 1612 7.1* ICRA Ltd. 10 1603 9.9 Infibeam Incorp 10 1603 53.9* Just Dial 10 1603 70.6* MT Educare Ltd. 10 1603 39.8 Quess Corp 10 1603 126.8 Virtual Global Edu 1 1603 42.4 83 SHIP - DOCKS/BREAKING/REPAIRS IND. COMPOSITE 1319 ABG Shipyard 10 1603 99.7 Gujarat Pipavav Port 10 1603 483.4 Reliance Def.& Eng. 10 U1703 736.2 84 SHIPPING IND. COMPOSITE 871 Essar Shipping 10 1603 207.0 *Great Eastern 10 U1703 150.8 Seamec Ltd. 10 1603 25.4 Shipping Corpn. 10 1603 465.8 Shreyas Shipping & L 10 1603 22.0 85 SUGAR IND. COMPOSITE 794 Bajaj HindusthanSuga 1 1603 113.4 Balrampur Chini 1 1603 23.5 Bannari Amman Su 10 1603 12.5 *Dalmia Bharat Sugar 2 U1703 16.2 DCM Shriram In 10 1603 17.4

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

691.3 -36.6 1612N 2817.6 937.3 175.2 1612N 2651.6 456.2 48.5 1612N 1404.5 427.3 39.2 368.5 31.6 1612N 1121.3

22 15.50 24/13 8022 158.20 171/99 5212 7.6 1940.75 2325/1722 3803 15.0 187.25 202/84 2431 8.3 338.70 362/120 929 4.9

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

41

Databank

Updated as on May 05, 2017

42

Entprise Value (` Cr)

Trailing P/E Ratio

232.20 465.25 325.95 35.20 26.35 197.90 60.90 9.96 32.90 14.21 92.00 32.60 131.65

257/82 504/178 330/218 46/26 38/6 359/170 90/44 18/6 56/29 19/11 100/47 73/22 148/40

2998 1463 6462 482 303 236 741 890 1183 4592 3926 609 1006

6.3 5.3 8.5 6.6 5.7 5.8 4.6

23.3 1.2 1612N 70.9 256.2 7.6 304.2 -170.5 398.7 21.0 1612N 1316.2 221.3 -65.6 1612N 828.7 22.7 1.6 1612N 67.9 114.4 0.9 1612N 855.8 35.3 -24.4 1612N 154.4 15.1 3.8 1612N 42.4

18 71 -2 -27 16 200 -47 70 -

3.2 -7 50.85 - 15.14 - 30.24 92.1 -64 38.96 136.2 875 94.85 4.2 351 50.10 6.8 -61 74.92 -25.3 -1894 74.36 11.0 - 49.63

0 0.27 9.2 100 69.59 178.8 99 38.04 79.7 50 10.59 237.4 0 0.26 34.2 0 4.15 25.1 39 0.00 3.4 0 0.00 24.3 34 2.59 0.7

363 100.50 2317 5.58 263 16.70 1803 14.55 6838 106.85 192 84.25 487 56.70 355 15.60 438 431.00XB

107/17 7/2 25/11 20/11 118/24 110/68 78/29 21/12 600/204

22 403 65.4 6971 1579 2120 7856 18.3 267 629 330 459 -

1612 1703 1703 1612 1612 1612 1612 1612 1612

2.7 4.2 13.3 10.6 20.0 24.6 6.9 10.9 1.8 7.9 8.7 1.4 7.4 12.6 1.6 12.4 17.0 6.0 3.1 6.8 28.5 21.3 27.3 20.5 39.7 9.5 4.0 5.0 19.0 26.4 20.1 19.7 0.8 11.3 17.1 28.7 4.5 15.8 0.3 4.8 13.2 14.2 6.9 7.3 6.4 20.0 21.5 14.3

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1703 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612

133.7 -10.8 1612N 577.1 -5 2.5 1178.2 65.6 1612N 3621.4 -15 1313.6 2112.9 -856.8 1612N 5910.1 -40 -2596.5 127.4 14.4 1612N 385.9 4 41.7 1463.9 71.7 1612N 4413.9 11 226.4 36.2 2.6 1612N 149.6 9 9.9 51.3 24.6 1612N 149.5 -11 8.5 4.3 1.2 1612N 7.1 -40 -2.4 177.6 5.3 1612N 586.8 -3 31.9 216.8 4.7 1612N 608.3 6 17.8 304.4 4.2 1612N 926.0 1 14.7 0.0 -1.2 1612N 455.2 23201 307.7 382.6 -53.0 1612N 1250.1 6 -169.7 861.9 -45.7 1612N 2857.5 -4 -92.1 281.2 26.2 1612N 827.8 -4 67.7 97.7 11.5 1612N 284.8 16 32.9 254.3 2.2 1612N 703.8 65 1.1 124.5 4.2 1612N 378.0 0 8.9 64.6 35.9 1612N 179.0 0 34.7 368.1 7.2 1612N 1101.9 19 28.1 45.4 10.4 1612N 146.7 -24 54.8 165.7 7.8 1612N 490.7 0 21.6 194.7 17.9 1612N 652.2 2 63.6 9.8 0.5 1612N 34.3 10 1.6 185.8 4.7 1612N 565.0 2 12.3 107.5 13.2 1612N 370.3 23 39.9 198.0 -21.8 1612N 605.9 -25 -61.4 414.2 43.0 1612N 993.6 28 133.3 82.9 -0.7 1612N 335.9 -20 15.8 94.3 5.6 1612N 282.1 23 17.5 502.9 56.2 1612N 1571.9 2 179.2 571.7 -38.0 1612N 1917.9 2 -69.2 963.3 3.5 1612N 2849.8 8 24.5 200.2 -10.5 1612N 604.9 -7 -6.7 230.6 13.0 1612N 788.2 10 42.6 164.7 6.4 1612N 475.3 -5 23.8 177.2 27.0 2 657.1 69.8 11 19.7 -292.2 1612N 69.3 -55 -356.0 56.2 -0.4 1612N 164.7 13 0.3 40.4 0.2 1612N 160.9 0 16.9 271.4 12.5 1612N 822.2 -9 21.9 233.5 14.3 1612N 687.1 3 43.3 280.0 -12.5 1612N 957.4 4 5.6 189.0 3.4 2 14.1 -1.8 1612N 44.2 -17 -2.9 288.7 33.9 1612N 488.6 -12 49.4 86.7 2.7 1612N 284.0 12 12.1 385.6 15.2 1612N 1284.0 0 65.2 55.4 1.9 1612N 188.3 -5 9.3 509.7 3.9 1612N 1548.3 4 41.1 235.2 8.8 1612N 838.4 -3 41.1 248.2 15.2 1612N 648.8 12 41.4 81.3 1.5 1612N 164.8 14 4.0

-32 311 -39 23 -7 11 149 -80 -9 4 -6 4609 14 -339 69 20 -83 30 9370 121 2866 21 43 33 460 105 -409 -3 44 -33 -3 -79 -43 -800 49 75 -297 -88 -15 2 20 -49 -279 -17 31 244 13 -2 -12 26 397

65.79 62.76 29.03 49.90 43.06 66.37 57.20 51.30 65.14 55.54 58.93 74.68 53.06 66.60 25.25 74.99 48.54 73.55 41.33 57.98 73.85 45.34 50.68 74.98 61.81 66.70 39.95 57.21 59.85 29.21 58.93 73.36 43.17 39.55 61.04 58.59 54.24 74.89 39.21 60.26 67.23 73.49 73.71 74.85 74.94 74.99 21.62 64.65 59.71 68.56 70.15 64.82 58.26 64.28 69.57

2 0 98 0 5 3 0 0 0 0 0 68 1 30 0 0 16 0 0 43 0 26 0 0 41 0 100 0 26 69 0 0 83 94 22 13 0 0 4 0 0 0 0 25 48 0 0 0 0 0 0 0 4 0 13

16.45 20.97 10.90 4.42 39.55 3.38 0.11 0.00 0.45 0.00 4.76 3.73 10.84 28.33 12.35 0.16 8.48 0.28 4.72 5.47 11.74 7.50 4.16 0.00 0.17 22.16 1.36 18.18 0.07 32.70 21.08 13.24 16.28 14.15 0.00 0.02 5.14 15.42 3.15 5.44 6.20 0.17 0.02 2.59 0.01 17.15 0.00 7.66 4.73 0.54 0.01 0.13 12.03 0.87 0.06

10.1 135.2 220.0 10.7 178.9 2.7 22.1 5.3 9.0 6.2 10.6 9.8 100.2 6.3 47.9 7.7 45.0 8.6 4.3 6.4 11.6 12.7 15.2 0.6 28.4 3.4 25.7 24.4 104.6 11.1 40.7 22.0 25.4 96.4 1.7 15.1 29.1 16.4 11.8 6.3 21.2 2.2 5.1 106.7 16.7 3.4 0.6 43.7 18.7 82.0 25.2 37.2 32.1 16.4 16.1

CMP (`)

6.7 11.4 30.0 6.8 34.4

52-Week High/Low

1542 876 5733 399 242 170 172 153 391 1343 2373 367 502

(21/04/17)

Prom. Stake (%)

1 5.02 38.0 0 8.42 11.1 0 17.13 42.0 0 0.24 28.5 27 0.81 14.2 0 24.71 10.6 100 0.03 22.5 0 1.00 73.6 97 19.34 40.7 48 6.61 196.8 1 8.66 33.8 0 0.00 32.4 33 1.58 17.9

55.4 42.3 12.2 14.3 17.3 4.6 -11.9 -62.1 -37.3 -42.0 68.8 26.8 61.9

Market Cap (` Cr)

NP Growth (%)

49.08 41.86 45.26 40.23 64.93 42.36 47.83 22.64 60.66 54.46 68.21 44.95 74.99

653.8 220.5 522.2 133.5 67.8 76.6 169.7 311.7 146.8 2041.4 688.0 169.7 413.7

No. of Shareholder (in’ 000)

NP (` Cr)

Inst. Stake (%)

Sales Growth (%)

260 906 157 2523 355 244 105 -176 133 93 427 104 -

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703

Pledged (%)

Sales (` Cr)

130.4 111.6 119.3 39.7 31.8 16.6 2.1 -81.5 22.6 -36.3 176.3 2.0 -

NP (` Cr)

10 32 -2 15 -5 76 20 66 33 40 33 -10 256

Sales (` Cr)

Year / Months

MARKET RELATED DATA

1797.1 749.6 1629.7 370.0 222.4 204.8 499.9 668.7 646.0 5674.4 1930.1 410.5 -

4.5 44.1 4.0 40.5 1.6 10.6 12.4 80.0

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

SHAREHOLDINGS

YEAR TO DATE

1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N 1612N -

Latest Qtr. Year

Dhampur Sugar 10 1603 66.4 63 2183 31.9 4.8 - 3.6 Dwarikesh Sugar 10 1603 18.8 47 794 39.0 20.7 - 7.2 EID Parry 1 1603 17.6* 73 2310 -66.5 -3.8 - 0.6 KCP Sugar & In 1 1603 11.3 19 372 8.8 0.8 0.25 0.4 KM Sugar Mills 2 1603 18.4 3 353 11.7 1.3 - 2.4 Ponni Sugars (Erode) 10 1603 8.6 141 169 1.9 2.2 1.20 0.5 Rajshree Sugars 10 1603 28.2 14 570 -14.3 -5.1 - 15.7 Rana Sugars 10 1603 153.6 10 856 16.7 1.1 - 5.1 Sakthi Sugars 10 1603 118.8 3 821 -55.1 -4.6 - 93.9 Shree Renuka Sugars 1 1603 94.5 13 5862 -285.3 -3.0 - 2.6 Triveni Eng.&Ind.Ltd 1 1603 25.8 23 1915 -12.3 -0.5 - 2.6 Ugar Sugar Works 1 1603 11.3 8 837 11.3 1.0 - 2.7 *Uttam Sugar Mills 10 U1703 38.1 14 1083 109.3 28.7 - -11.0 86 TELECOMMUNICATIONS - EQUIPMENT IND. COMPOSITE 5275 8260 -595 Goldstone Infratech 4 1603 14.4 24 93 5.8 1.6 - 0.6 GTL Infrastructure 10 U1703 4152.3 3 952 -302.1 -0.7 - -38.6 *GTL Ltd. 10 U1703 157.3 -245 1221 -629.9 -40.0 - -0.6 Himachal F. Comm 1 1603 123.9 8 2570 119.0 1.0 - 0.5 ITI 10 1603 640.0* -24 1190 251.2 3.9 - -0.8 Nelco Ltd 10 1603 22.8 2 134 -5.1 -1.5 - 18.9 Optiemus Infracom 10 1603 85.8 31 1903 18.1 2.1 - 1.0 Spice Mobility L 3 1603 68.4 9 153 -63.9 -2.8 - 0.0 Suyog Telematics 10 1603 10.2* 35 44 12.1 11.9 - 0.7 87 TEXTILES IND. COMPOSITE 5189 110259 1345 Aarvee Denims an 10 1603 23.5 112 841 7.0 3.0 - 1.3 Aditya Birla Nuvo 10 1603 130.3* 657 5466 360.0 27.6 5.00 0.4 Alok Industries Ltd. 10 1603 1377.3 12 11752 -3722.8 -27.0 - 11.3 Ambika Cotton Mi 10 1603 5.7 585 492 44.5 77.7 15.00 0.1 Arvind Ltd. 10 1603 258.4 106 5407 318.9 12.3 2.40 1.0 Ashapura Intimates F 10 1603 19.9 31 186 12.4 6.2 - 0.5 Ashima Ltd. 10 1603 128.5 -5 213 -23.6 -1.8 - -1.1 Atlas Jewellery 10 1603 100.7 16 14 -6.4 -0.6 - 0.0 AYM Syntex 10 1603 39.2 49 801 47.8 12.2 - 0.9 Bannari Amman Spinni 10 1603 15.8 171 771 18.6 11.8 1.60 1.5 Banswara Syntex 10 1603 17.1 146 1265 27.2 15.9 2.00 2.0 Binny Ltd. 5 1603 11.2 27 0 -8.7 -3.9 - 2.1 Bombay Dyeing 2 1603 41.3 18 1845 -85.2 -4.1 0.50 5.4 Bombay Rayon Fashion 10 1603 186.0 146 4172 48.9 2.6 - 2.0 Century Enka 10 1603 21.9 342 1144 59.5 27.2 7.50 0.1 Cheviot Co Ltd 10 1603 4.5 703 343 36.5 80.9 17.00 0.0 DCM Ltd. 10 1603 18.7 127 900 3.3 1.8 1.50 1.3 Donear Industrie 2 1603 10.4 15 517 5.6 1.1 0.20 3.5 Faze Three Ltd. 10 1603 23.6* -11 242 1.5 0.6 - -1.6 Filatex India 10 1603 43.5 48 1278 26.3 6.0 - 2.3 Forbes & Company Ltd 10 1603 12.9 107 182 2.2 1.7 - 0.9 Ganesha Ecosphere 10 1603 19.2 104 647 24.9 13.0 1.20 0.6 Garware-Wall Rop 10 1603 21.9 167 825 61.9 28.3 3.30 0.1 Gini Silk Mills 10 1603 5.6 53 41 1.8 3.2 0.50 0.3 Ginni Filaments 10 1603 70.7 20 750 4.4 0.6 - 1.8 Gloster L 10 1603 10.5* 114 427 24.6 23.5 6.00 0.9 Gokaldas Exports 5 1603 17.5 61 1123 60.7 17.4 - 1.5 Himatsingka Seid 5 1603 49.2 85 1021 178.0 18.1 2.50 0.8 Indian Acrylics 10 1603 135.3 6 544 20.6 1.5 - 0.5 Indian Terrain Fashi 2 1603 7.6 42 325 33.0 8.7 - 0.3 Indo Count Inds. 2 1603 39.5 28 2032 250.7 12.7 0.40 0.5 Indo Rama Synth. 10 1603 151.8 38 2536 56.0 3.7 1.00 0.5 JBF Industries 10 1603 81.9 197 3621 65.5 8.0 1.00 0.9 JCT Ltd. 3 1603 149.5 1 873 5.4 0.1 - 4.1 Jindal Worldwide 10 1603 20.1 106 1009 40.3 20.1 0.50 1.5 K G Denim Ltd. 10 1603 25.7 31 652 21.1 8.2 0.75 1.5 *Kitex Garments 1 U1703 4.8 97 546 92.5 19.5 1.50 0.2 *KPR Mill Ltd. 5 U1703 36.9 164 2219 238.4 32.3 - 0.5 KSL and Industries L 4 1603 40.3 -37 198 -106.3 -10.6 - -2.9 Lakshmi Mill Co. 100 1603 7.0 512 199 1.0 15.1 9.00 1.6 Lovable Lingerie Ltd 10 1603 16.8 122 197 23.2 13.8 1.50 0.0 Loyal Textiles M 10 1603 4.8 314 1178 26.0 53.9 10.00 2.8 Lux Industries 2 1603 5.1 71 941 51.3 20.3 1.40 1.5 Mafatlal Ind 10 1603 13.9 271 1323 17.1 12.3 3.00 0.6 *Maral Overseas 10 U1703 41.5 23 666 14.9 3.6 - 2.6 Modern India 2 1603 7.5 12 81 0.1 0.0 0.30 0.2 Momai Apparels 10 1603 14.4 45 139 3.1 2.2 - 0.8 Monte Carlo Fashions 10 1603 21.7 205 622 58.9 27.1 - 0.1 Morarjee Textiles Li 7 1603 25.4 32 337 16.5 4.5 1.40 3.2 Nahar Indust.Ent 10 1603 39.8 155 1776 42.9 10.8 1.00 1.4 Nahar Poly Films Ltd 5 1603 12.3 65 262 11.6 4.7 0.50 0.2 Nahar Spg Mills 5 1603 18.0 223 2038 51.4 14.2 1.50 1.1 Nandan Denim 10 1603 48.0 66 1157 63.3 13.2 1.60 1.5 Nitin Spinners 10 1603 45.8 45 767 44.2 9.6 1.00 1.5 Olympia Inds. 10 1603 5.1 36 188 2.6 5.1 - 0.8

RONW (%)

DERatio

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

26 171 73.05 111/55 505 29.3 22241 1707.45 1747/841 25768 16.2 490 3.56 5/2 18962 767 1339.80 1418/765 782 14.7 10546 408.20 426/273 13180 35.2 828 416.90 481/239 859 62.6 264 20.55 21/11 408 707 70.25 85/16 707 315 80.15 115/65 434 7.1 493 313.00 356/209 897 25.5 392 229.10 261/105 868 14.9 440 197.20 197/72 447 1743 84.40 93/41 3669 2293 123.30 198/118 7501 902 412.80 454/200 951 10.3 489 1083.80 1149/645 493 11.6 245 131.30 156/79 524 14.0 385 74.10 85/25 645 50.1 312 131.95 158/16 369 8.5 585 134.50 149/55 1018 14.0 2194 1700.75 2695/1178 2306 37.2 560 292.10 308/147 675 19.6 1775 811.05 850/326 1721 21.9 192 343.30 505/251 202 87.2 320 45.35 48/19 561 22.1 602 575.00XB 624/201 678 13.3 260 74.50 134/48 364 3347 339.95 385/212 3897 19.2 275 20.35 25/12 290 10.8 799 210.70 218/117 775 32.8 3974 201.30 210/135 4227 16.2 565 37.20 43/27 759 22.2 2275 277.85 302/186 3305 48.3 299 5.00 8/4 508 855 426.60 487/142 1152 15.8 239 93.05 111/75 351 7.6 1935 407.35CB 543/354 1777 20.9 5437 735.70 766/434 5942 22.8 165 16.40 21/13 1244 176 2532.15 2998/1940 232 429 255.55 307/216 428 21.4 375 779.10 870/515 794 14.2 2094 829.25 867/570 2295 35.7 395 284.25 374/247 504 33.5 183 44.00 51/24 356 12.2 212 56.55 60/32 223 176 121.90 150/78 211 953 438.65 510/370 942 19.6 193 53.00 74/39 529 9.9 544 136.55 150/62 1390 6.1 152 61.95 75/42 180 12.0 509 141.05 164/100 1412 10.4 573 119.30 166/105 973 9.9 613 133.85 138/60 912 11.6 163 320.00 382/100 174 28.2 DSIJ.in

DSIJ.in

U1703 1603 U1703 1603 1603 1603 U1703 U1703 1603

Entprise Value (` Cr)

Trailing P/E Ratio

0 29 0 0 0 55 0 0 0 0 0 0 0 0 15 0 0 0 0 0 0 0 0 10 0 0 15 38

0.00 20.95 0.00 0.00 0.42 6.34 10.97 6.11 0.00 8.38 0.55 7.32 6.77 5.24 2.35 5.98 0.00 0.00 0.00 12.75 13.00 0.21 1.96 0.07 14.21 10.82 5.74 18.31

81.7 1.7 1.5 6.7 58.0 12.2 26.9 1.3 7.1 29.2 10.9 20.2 18.8 23.1 89.6 1.2 1.8 1.8 82.7 42.6 11.1 28.2 2.5 10.0 13.0 48.5 1.0

208 176.45XB 176/16 219 12466 113.35 161/58 18351 177 12.31 42/11 177 444 304.50 372/290 444 544 105.10XB 124/44 518 5150 250.00 277/191 5616 418 266.75 330/225 429 501 141.10 154/75 494 745 297.45 323/249 745 675 811.85 995/670 633 271 76.80 96/43 1122 160 27.10 32/18 162 9885 419.95 444/218 10959 366 52.35 77/17 1502 1704 63.90 69/21 2527 6475 64.75 74/35 6668 278 44.20 145/28 277 236 78.05 358/62 236 309 31.55 33/11 321 1610 704.55 789/545 1752 157 39.70 43/17 191 260 242.10 285/166 248 997 166.10 251/81 2426 173 1930.00 2348/1106 174 353 351.55 378/218 637 546 78.45 82/43 543 221 33.05 61/18 754 360 10.63 28/10 1755

35 86.8 39.3 14.8 16.9 21.3 23.2 10.8 23.3 24.9 57.9 64.1 42.7 24.9 31.0 48.4 -

2.3 51.3 55.9 17.3 30.7

721 709.55 29010 1190.30XB 3633 110.45 227 45.30 1905 248.75

78 0.8 194 -5 252.5 -44 -65 0.0 -51 -48 0.0 -56 -6 30.1 -2 -7 -79.2 16 2 17.6 -9 5 17.2 13 -12 -0.0 -146 4 19.3 14 -7 15.6 378 -13 2.6 -44 -10 291.1 10 26 60.7 254 7 22.5 -4 -14 77.9 129 -15 1.1 61 809 4.4 1038 229 0.8 2656 18 1.8 -33 280 6.7 270 -49 -173.5 -14558 -30 -0.3 33 12 175.5 569 -43 29 69.9 388 -61 -194.2 -293

5.5 1.50 32.3 13.50 5.3 2.00 1.1 11.1 1.50

0.8 0.0 2.4 1.1 0.6

10.8 9.7 4.4 7.7 16.7

1612 1612 1612 1612 1612

74.1 1.3 1612N 169.2 1330.4 186.0 1612N 4048.2 1020.5 55.7 1612N 3159.0 144.7 1.1 1612N 405.7 446.7 16.9 1612N 1324.6

29 -6 -3 3 -20

5.6 522.3 130.6 4.1 51.7

39 -19 -8 12 -15

59.91 0 0.30 54.79 0 41.31 73.21 71 7.20 67.52 0 0.00 66.07 0 10.83

229 40866 3941 50.9 94 8934 802.8 15.8 19.3 289 3242 567.7 58.7 5.50 40.5 582 5702 362.7 89.7 11.50 23.1 252 1747 123.1 42.7 12.00 45.4 62 5880 401.0 17.7 2.50 25.0 57 5 5.2 2.1 4.2 19441 13246 1451.1 3421.4 6.00 13.2 20 50 30.6 4.6 1.25 7.7 547 2060 197.2 257.6 60.00

0.1 0.5 0.3 0.0 1.7 0.0 0.3 0.0 0.3

16.7 20.3 15.4 21.1 28.3 3.7 17.6 4.3 47.1

1703 1612 1703 1612 1612 1612 1703 1703 1612

2383.8 176.3 882.1 185.7 1612N 2742.7 1450.7 70.2 375.4 33.2 1612N 1177.8 1421.9 78.2 1612N 4345.5 1.3 2.9 1612N 3.7 3338.4 286.8 12.5 9.7 454.1 28.5 1612N 1484.5

-0 16 4 172 -1 -12 46 13 -3

577.7 109.3 261.1 7.7 123.2

40 201 -15 -8 -15

44.14 16 39.44 135.5 54.36 0 31.51 14.2 50.76 0 31.41 60.2 73.99 0 7.33 32.3 52.34 0 12.96 93.2 62.69 8 2.92 13.0 27.37 0 20.58 38.8 69.82 0 0.99 7.4 45.36 0 4.95 25.5

CMP (`)

48.3 0.1 1612N 120.1 1866.9 -25.1 1612N 5810.5 0.9 0.0 1612N 6.0 0.0 0.0 1612N 0.0 119.9 10.8 1612N 356.4 11.8 -25.4 1612N 32.5 33.9 3.9 1612N 101.0 187.1 9.1 1612N 541.9 0.2 0.0 1612N 0.6 126.6 6.2 1612N 389.5 221.1 6.7 1612N 775.8 46.6 0.9 1609H 99.5 817.7 111.6 1612N 2350.0 268.4 18.2 1612N 838.9 540.4 7.9 1612N 1484.3 4949.7 74.4 1612N 9170.1 22.9 0.7 1612N 97.2 93.0 1.6 1612N 261.1 2.8 0.4 1612N 34.0 518.7 7.3 150.2 -1.0 1612N 394.7 93.7 1.9 1612N 281.3 2232.6 -192.6 1612N 5163.5 0.1 -0.4 1612N 1.4 61.5 0.1 1612N 207.3 0.0 -0.3 115.1 40.4 1609H 211.3 376.2 -78.6 1612N 2492.2

52-Week High/Low

No. of Shareholder (in’ 000)

74.91 9.57 1.03 74.71 52.62 55.90 51.02 0.48 30.71 52.19 69.17 58.81 54.80 67.18 89.92 74.51 3.30 49.32 56.20 41.91 72.40 90.00 74.97 56.29 72.22 52.34 54.40

61.72 49.00 65.87 66.64 66.58 63.95 53.16 43.05 50.90 74.90 73.28 60.11 47.35 55.23 74.93 70.13 67.06 52.37 43.27 57.86 55.94 63.89 67.57 71.66 67.77 74.80 60.13 61.84 65.22 72.37 74.04 73.48 33.81 61.55

(05/05/17)

1.26 9.1 41.48 36.9 0.24 58.3 9.27 18.3 12.58 19.3 2.19 3.3 0.02 5.2 24.35 106.6 14.06 15.6 0.22 6.9 0.70 7.4 11.92 10.1 16.64 7.2 15.49 7.4 0.01 9.1 5.12 5.0 9.87 10.2 28.86 55.5 0.34 39.9 0.01 5.3 0.67 8.7 1.01 6.8 0.11 0.9 13.12 11.6 3.68 78.2 0.76 10.6 1.15 16.0 22.70 21.3 0.69 15.4 9.41 0.2 1.18 4.0 13.96 64.6 58.28 1.6 10.56 3.7

-15 14 60 6 -93 -14 153 -3 -7 -8 66 -32 -6 63 79 -15 11 136 -1 -17 -27 20 37 43 87 -49 6 54 -400

Market Cap (` Cr)

0 0 26 0 0 0 28 0 0 0 0 0 0 0 0 14 0 0 0 0 7 7 0 34 0 0 82 0 0 0 0 0 0 0

Inst. Stake (%)

18.3 199.5 26.3 0.3 0.6 7.9 30.1 72.1 22.7 53.6 41.3 35.0 31.1 16.5 -4.8 47.3 306.3 32.0 13.7 17.4 0.1 0.4 237.3 -2.3 812.7 -6.9 12.6 29.7 -2.9

NP Growth (%)

-15 21 -18 -57 9 -7 6 0 -0 -1 -0 22 5 3 16 -9 -7 2 28 9 -3 22 -97 -2 26 -8 -4 3 11 6 19 5 -10

NP (` Cr)

1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1609 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1703 1609 1612

Sales (` Cr)

4.5 13.9 0.4 0.4 33.8 21.7 14.1 0.1 11.5 0.9 13.8 23.4 9.3 4.0 0.1 4.7 8.3 1.7 12.4 1.7 3.8 5.7

Sales Growth (%)

Year / Months

0.25 1.3 0.40 1.7 - 0.0 - 0.0 0.44 0.2 - 0.3 6.00 0.1 0.70 0.0 - 0.0 9.00 0.1 - 2.1 1.00 0.3 1.90 0.7 - 3.8 0.15 2.5 0.30 0.2 - 0.0 - 0.0 - 1.6 - 0.6 0.60 0.1 2.50 0.0 - 8.4 - -0.0 - 1.7 - 0.0 - -2.4 0.10 1.9

NP (` Cr)

28.7 4.2 1612N 98.3 528.3 62.9 1612N 1631.2 99.3 1.0 1612N 332.0 3.1 0.1 1612N 9.6 185.6 0.1 1612N 529.2 14.3 1.9 1612N 54.2 103.0 9.2 1612N 303.3 776.4 37.5 703.4 9.4 1612N 2181.1 41.6 8.0 1612N 148.3 209.6 17.0 1612N 702.4 144.1 14.0 1612N 469.9 350.9 4.4 1612N 1185.7 65.5 9.0 1612N 193.2 133.0 5.1 1612N 383.7 21.4 -1.4 1612N 74.0 338.9 13.7 1612N 1041.4 908.2 88.9 1612N 2792.1 282.2 10.2 1612N 901.7 59.9 1.8 1612N 186.7 145.0 0.2 1612N 536.0 539.9 27.7 0.2 0.0 1612N 0.5 69.9 0.2 1612N 238.1 1125.7 78.6 1612N 3450.2 94.7 4.7 209.5 -3.0 1612N 620.7 1454.2 181.1 1612N 4338.7 43.9 -1.2 1612N 173.3 19.9 4.5 1612N 59.5 1478.2 157.1 168.5 7.4 1612N 515.1 75.1 -0.8 1612N 202.4

Sales (` Cr)

RONW (%)

1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1612 1703 1612 1612 1612 1612 1703 1612 1612

0.3 0.1 0.4 0.2 0.4 0.1 1.1 1.0 2.1 1.0 0.4 1.9 1.3 0.6 1.3 2.5 0.7 0.6 2.0 0.4 1.3 1.0 0.2 0.3 1.8 0.0 3.4 0.5 1.0 0.6 0.0 1.1 2.0 0.4

MARKET RELATED DATA

Pledged (%)

1057 5.6 786.9 173.5 5.6 85.1

Latest Qtr. Year

21.9 46.0 28.0 0.1 4.6 24.9 10.9 2.6 21.1 11.1 21.3 27.4 17.5 18.8 6.8 17.1 13.4 7.0 14.3 9.2 21.2 0.1 0.1 13.6 13.9 8.4 17.9 8.3 9.6 14.0 13.0 -

24.5 8.5 3.75 232.7 208.6 85.00 29.9 3.4 0.1 0.1 13.3 6.1 3.00 12.7 38.3 3.00 23.5 31.9 3.00 33.8 5.5 106.0 45.0 12.50 40.8 24.4 1.25 78.0 9.8 2.75 37.4 14.8 77.0 19.5 2.00 42.7 5.1 1.05 10.8 5.0 1.10 -24.7 -6.0 87.6 93.4 11.00 360.9 62.8 10.00 16.8 2.9 17.4 56.6 2.50 30.1 18.0 1.80 143.4 87.5 13.00 0.1 0.1 0.6 0.0 0.05 228.4 4.5 0.90 41.1 4.4 9.0 4.0 653.1 113.8 15.00 -9.9 -1.5 14.3 6.5 15.5 35.2 4.00 306.5 3.1 0.65 20.5 10.3 -3.6 -1.9 1.00

SHAREHOLDINGS

YEAR TO DATE

Prom. Stake (%)

648 13492 1603 10.2* 52 191 1603 243.7* 333 5743 1603 329.0 120 4762 1603 50.2 15 538 1603 15.3 65 2258

EPS (`)

148 1783 534 25 768 74 395 2826 2955 213 1013 537 1504 243 450 104 1619 3647 1052 229 760 2271 17 317 3683 393 878 5587 195 274 76 5639 658 303

NP (` Cr)

52518 882 14 108 0.8 0.6 32 8149 496.3 4.5 2 21 0.1 0.0 10 3 0.1 0.0 21 483 37.2 7.2 91 49 -110.5 -5.4 78 135 26.4 16.9 43 701 21.5 6.1 2 1 0.0 0.0 278 502 26.7 32.1 118 1131 3.8 1.1 11 214 9.2 1.6 67 3359 371.4 15.8 43 916 -90.8 -13.0 12 1821 30.4 1.1 14 12503 54.9 0.5 5 177 0.0 0.0 10 86 1.5 0.5 2 48 -0.3 -0.0 108 1976 20.7 9.1 106 450 7.2 1.8 36 239 6.0 7.4 29 10601 17.9 3.0 -271 3 -0.5 -5.1 169 313 -66.3 -66.1 22 0 11.3 1.6 -45 372 -45.1 -6.8 27 8157 52.2 1.5

39 453 10 40 131 154 293 207 214 220 46 54 111 27 74 57 545 463 42 395 157 413 77 18 33 32 48 635 14 78 365 22 80 91

Div (`)

Sales (` Cr)

1002 11.8* 110.0 14.4 14.6 10.3* 206.0 15.7 7.1 5.0 8.3 35.2 59.2 23.5 14.0 26.7 100.0 31.4 30.2 19.6 22.8 39.6 10.7 60.0 0.9 10.0 13.9 66.8 33.8

28.7* 11.2 89.1 26.0 21.7 3.3 7.4 61.4 23.6 8.4 8.0 25.2 39.4 8.4 21.6 41.1 9.4 57.4 58.0 3.1 16.7 16.4 12.7 24.4* 509.6 93.0* 22.3 57.4 13.2 22.0* 4.4 100.5 19.8 19.5

LATEST QTR.

DERatio

1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 U1703 1603 1603 1603 1603 1603 U1703 1603 1603

Bk Val (`)

1603 1603 1603 1603 1603 1603 1603 U1703 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1603 1606 1603 1603 1603 U1703 1603 1603 1603 1603 1603 U1703 1603 1603

CEqt. (` Cr)

Orbit Exports Li 10 Page Industries Ltd. 10 Pasupati Acrylon 10 PDS Multi. Fashions 10 Pearl Global Industr 10 Premco Global Li 10 Rajapalayam Mill 10 Raymond Ltd 10 RSWM Ltd. 10 Ruby Mills 5 Rupa & Company L 1 S P Apparels Ltd. 10 Sangam India Ltd 10 Sarla Performance Fi 1 Shiva Texyarn Ltd. 10 Shree Ram Urban Infr 10 Siyaram Silk 10 SRF Ltd. 10 Sumeet Industrie 10 Super Sales India 10 Suryalakshmi Cot 10 Sutlej Textiles & In 10 SVP Global Ventures 10 Swan Energy Ltd. 1 Trident Ltd. 10 *Vardhman Acrylics Lt 10 Vardhman Polytex 10 Vardhman Textiles Lt 10 VIP Clothing 2 Vishal Fabrics Ltd. 10 Voith Paper Fabrics 10 *Welspun India 1 Winsome Textile 10 Zodiac Clothing 10 88 TRADING IND. COMPOSITE ABM International L 10 Adani Enterprises Lt 1 Aplaya Creations 1 Appu Marketing 10 Chaman Lal Setia 2 Coffee Day Enterpris 10 Control Print Ltd. 10 D-Link (India) 2 Dwitiya Trading 2 India Motor Part 10 Kohinoor Foods Ltd. 10 Kothari Petroche 10 KRBL Ltd. 1 Lakshmi Energy & Foo 2 LT Foods Ltd. 1 MMTC Ltd. 1 MSR India 5 Pincon Lifestyle 10 Sat Industries Ltd. 2 *Shankara Building Pr 10 Sicagen India 10 Singer India 10 State Trading 10 TCI Industries L 10 TIL Ltd. 10 *Uniphos Enterprises 2 UnitedBreweries(Hol) 10 Ushdev Internati 1 89 TRANSPORT IND. COMPOSITE Agarwal Industrial C 10 Container Corpor 10 IL&FS Transportation 10 North Eastern Carry 10 TCI Ltd. 2 90 TYRES AND TUBES IND. COMPOSITE *Apollo Tyres 1 Balkrishna Ind. 2 Ceat Ltd. 10 Goodyear India 10 JK Tyre & Industries 2 Modi Rubber 10 MRF Ltd 10 *PTL Enterprises 2 TVS Srichakra Lt 10

Year / Months

Company Name

Face Value

AUDITED ANNUAL

365 127.25XB 183/103 393 17.2 15845 14205.80 17351/12360 15910 61.7 252 28.25 39/17 271 6.3 531 204.00 211/131 551 277 127.90 258/110 343 49.6 162 490.85 723/430 164 14.3 723 980.00 1000/335 956 17.3 4645 756.75 807/398 5759 137.3 1019 432.80 510/330 2057 9.8 677 404.75 518/285 1011 17.3 3038 382.05 424/244 3175 41.5 996 395.90 479/276 1213 18.5 1184 300.35 325/225 1763 19.5 520 62.30 80/54 554 12.8 696 322.05 374/86 891 40.4 274 66.50 81/50 835 1589 1695.05 1774/994 1939 19.3 10062 1752.35 1970/1166 11226 25.6 216 37.20 44/10 646 6.1 191 623.05 680/370 241 11.1 189 113.10 165/103 506 7.1 1475 900.20 956/492 2147 8.5 442 349.35 360/60 451 3653 149.55 213/58 3769 4418 86.70 90/42 7372 15.1 470 50.50 57/31 469 11.4 159 71.40 97/38 513 14.8 7599 1324.00 1440/830 9276 7.4 363 54.95 74/42 454 688 313.50 316/143 734 266 606.00 650/520 171 16.4 9550 95.05 120/46 11631 31.2 202 102.00 112/32 506 6.5 462 236.50 242/175 524 -

33 755/108 755 101.2 1239/844 28210 43.7 125/66 12443 22.5 111/31 302 37.3 388/144 2193 25.1

12491 245.40 253/139 12788 14674 1518.15 1604/646 15660 6731 1663.95 1681/731 7318 1997 865.90 945/490 1664 4004 176.55 185/79 6320 246 98.20 107/37 247 28876 68086.35 70480/30464 30769 319 48.20 177/41 317 3074 4014.75 4304/2229 3178

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

43

18 15.6 20.0 18.6 15.9 11.3 55.6 19.9 10.4 17.6

Databank Ticker

Company

533022 20 Microns Ltd. 532628 3i Infotech 523395 3M India Ltd. 531925 52 Weeks Ent. 526881 63 Moons Technologie 512161 8K Miles Software 533292 A2Z Infra Engineer 524412 Aarey Drugs & Ph 524348 Aarti Drugs Ltd 524208 Aarti Ind. Ltd 514274 Aarvee Denims an 523204 Aban Offshore 500002 ABB India 500488 Abbott India Ltd. 505665 ABC Bearings Ltd. 532682 ABG Shipyard ABM International L 531161 ABM Knowledgeware 500410 ACC 532774 Accel Frontline 532268 Accelya Kale Solut 524091 Acrysil Ltd. 532762 Action Construction 512599 Adani Enterprises Lt 532921 Adani Ports & Speci 533096 Adani Power Ltd. 539254 Adani Transmission L 519183 ADF Foods Ltd. 538365 Adhunik Industries 535755 Aditya Birla Fashion 532974 Aditya Birla Money L 500303 Aditya Birla Nuvo 539056 AdlabsEntertainment 530431 Ador Fontech Ltd 517041 Ador Welding Ltd. 540025 Advanced Enzyme Tech 523269 Advani Hotels 500003 Aegis Logistics Ltd. 531921 Agarwal Industrial C 500463 AGC Networks 500215 Agro Tech Foods Ltd. 532811 Ahluwalia Contra 532683 AIA Engineering 532331 Ajanta Pharma Lt 513349 Ajmera Realty & Infr 530499 AK Capital Services 532351 Aksh Optifibre 524598 AksharChem (India) 500710 Akzo Nobel India Ltd 531082 Alankit 524075 Albert David Ltd 506235 Alembic Ltd. 533573 Alembic Pharmaceutic 531147 Alicon Castalloy 539523 Alkem Laboratories 506767 Alkyl Amines Che 532480 Allahabad Bank 532749 Allcargo Logistics 534064 Alliance Integrated 532875 Allied Digital Servi 532633 Allsec Technologies 521070 Alok Industries Ltd. 526397 Alpha Geo (India 500008 Amara Raja Batt. 539196 Amba Enterprises 531978 Ambika Cotton Mi 500425 Ambuja Cements Ltd. 506248 Amines & Plast. 507525 Amrit Corp. Ltd. 590006 Amrutanjan Health Ca 520077 Amtek Auto Ltd. 531761 Amulya Leasing & 515055 Anant Raj Ltd. 532418 Andhra Bank 532141 Andhra Cement 500012 Andhra Petro 590062 Andhra Sugars Lt 526173 Andrew Yule & Co 518091 Anjani Portland 507828 Ansal Housing 500013 Ansal Properties & I 506260 Anuh Pharma Ltd 532259 Apar Industries 523694 Apcotex Industries L 533758 APL Apollo Tubes 511064 Aplaya Creations 508869 Apollo Hospitals 500877 Apollo Tyres 538653 Appu Marketing 532475 Aptech Ltd. 532994 Archidply Industries 532914 Arcotech Ltd. 539151 Arfin India 532935 Aries Agro Ltd. 506194 Arihant Superstructu 516064 Arrow Greentech ARROWGREEN 506074 Arshiya 522134 Artson Engg. 500101 Arvind Ltd. 539301 Arvind SmartSpaces

44

Ind. Code

NSE Code

63 20MICRONS 23 3IINFOTECH 30 3MINDIA 39 23 63MOONS 23 8KMILES 37 A2ZINFRA 73 73 AARTIDRUGS 19 AARTIIND 87 AARVEEDEN 67 ABAN 33 ABB 73 ABBOTINDIA 10 83 ABGSHIP 88 ABMINTLTD 23 16 ACC 23 AFL 23 ACCELYA 18 38 ACE 88 ADANIENT 64 ADANIPORTS 76 ADANIPOWER 77 ADANITRANS 40 ADFFOODS 53 ADHUNIKIND 80 ABFRL 46 BIRLAMONEY 87 ABIRLANUVO 39 ADLABS 37 37 ADORWELD 49 ADVENZYMES 51 ADVANIHOTR 57 AEGISCHEM 89 AGARIND 23 AGCNET 32 ATFL 24 AHLUCONT 15 AIAENG 73 AJANTPHARM 24 AJMERA 46 13 AKSHOPTFBR 31 AKSHARCHEM 69 AKZOINDIA 46 ALANKIT 73 ALBERTDAVD 73 ALEMBICLTD 73 APLLTD 15 ALICON 73 ALKEM 19 ALKYLAMINE 44 ALBK 57 ALLCARGO 53 23 ADSL 23 ALLSEC 87 ALOKTEXT 67 ALPHAGEO 6 AMARAJABAT 33 87 AMBIKCO 16 AMBUJACEM 19 40 73 AMRUTANJAN 6 AMTEKAUTO 46 24 ANANTRAJ 44 ANDHRABANK 16 ANDHRACEMT 19 30 ANDHRSUGAR 30 16 APCL 24 ANSALHSG 24 ANSALAPI 73 35 APARINDS 81 APCOTEXIND 53 APLAPOLLO 88 50 APOLLOHOSP 90 APOLLOTYRE 88 23 APTECHT 54 ARCHIDPLY 62 ARCOTECH 3 71 ARIES 24 ARIHANTSUP 75 57 37 87 52

ARSHIYA ARVIND ARVSMART

Ticker 515030 532853 535467 527001 523716 514286 500477 533271 532888 533227 500023 533221 530355 500820 500024 507526 502015 533138 532493 532830 506820 532759 514394 531795 500027 532668 524804 505036 505010 512573 540376 519105 532215 532395 508933 532719 532977 533229 500031 500034 532978 500032 500490 530999 532382 513142 502355 500102 523319 532485 500038 519295 500039 532134 532149 532525 532674 500041 503722 500042 500043 506285 539447 539018 500048 509438 533095 509480 538566 533303 532430 532930 530803 500052 503960 500049 533228 500493 500103 524663 500547 590021 523229 539799 532454 534816 526666 500055 526853 505681 500059 514215 532523 500335 506197 540073 526612 500067 524370 501425

Company

Company Index Ind. Code

Asahi India Glass Asahi Songwon Colors Ashapura Intimates F Ashapura Min. Lt Ashiana Housing Ltd. Ashima Ltd. Ashok Leyland Ashoka Buildcon Ltd. Asian Granito India Asian Hotels (East) Asian Hotels (North) Asian Hotels (West) Asian Oilfield S Asian Paints Ltd. Aspinwall and Co Assam Company Asso. Alcohols Asso. Stone Indu Astec Lifesciences L Astra Microwave Astral Poly Technik AstraZeneca Pharma I Atlanta Ltd. Atlas Jewellery Atul Auto Ltd Atul Ltd. Aurionpro Solutions Aurobindo Pharma AutoCorpn of Goa Automotive Axles Avanti Feeds Lim Avenue Supermarts AVT Natural Prod Axis Bank Ltd. AXISCADES Engineer AYM Syntex B L Kashyap & Sons Bajaj Auto Ltd. Bajaj Corp Ltd. Bajaj Electrical Bajaj Finance L Bajaj Finserv Ltd. Bajaj HindusthanSuga Bajaj Holdings & Inv Balaji Amines Li Balaji Telefilms Ltd Balasore Alloys Balkrishna Ind. Ballarpur Ind. Balmer Lawrie & Balmer Lawrie Invest Balrampur Chini Bambino Agro Ind Banco Products Bank of Baroda Bank of India Bank of Maharash Bannari Amman Spinni Bannari Amman Su Banswara Syntex BASF India Lt Bata India BayerCropscience Beardsell Ltd. Beekay Steel Indus BEML Ltd. Benares Hotels Bengal & Assam Compa Berger Paints I Best Steel Logistics BF Investment Ltd. BF Utilities Ltd. BGR Energy Systems Bhageria Industries Bhansali Engg.Po Bharat Bijlee Bharat Electroni Bharat Financial Inc Bharat Forge Bharat Heavy Ele Bharat Immunolog Bharat Petroleum Bharat Rasayan Bharat Seats Bharat Wire Ropes Lt Bharti Airtel Bharti Infratel Ltd. Bhartiya Interna Bhushan Steel Ltd. Bilcare Ltd. Bimetal Bear. Binani Industrie Binny Ltd. Biocon Birla Corporation Lt Bliss GVS Pharma BLS International Se Blue Dart Expres Blue Star Bodal Chemicals Bombay Burmah

NSE Code

47 ASAHIINDIA 31 ASAHISONG 87 AIFL 63 ASHAPURMIN 24 ASHIANA 87 ASHIMASYN 8 ASHOKLEY 24 ASHOKA 18 ASIANTILES 51 AHLEAST 51 ASIANHOTNR 51 AHLWEST 67 69 ASIANPAINT 74 ASPINWALL 74 ASSAMCO 11 63 71 ASTEC 37 ASTRAMICRO 75 ASTRAL 73 ASTRAZEN 52 ATLANTA 87 5 ATULAUTO 31 ATUL 23 AURIONPRO 73 AUROPHARMA 6 6 AUTOAXLES 4 AVANTIFEED 80 DMART 32 AVTNPL 43 AXISBANK 23 AXISCADES 87 AYMSYNTEX 24 BLKASHYAP 5 BAJAJ-AUTO 40 BAJAJCORP 25 BAJAJELEC 46 BAJFINANCE 46 BAJAJFINSV 85 BAJAJHIND 46 BAJAJHLDNG 19 BALAMINES 39 BALAJITELE 53 90 BALKRISIND 70 BALLARPUR 30 BALMLAWRIE 46 85 BALRAMCHIN 40 6 BANCOINDIA 44 BANKBARODA 44 BANKINDIA 44 MAHABANK 87 BASML 85 BANARISUG 87 BANSWRAS 19 BASF 55 BATAINDIA 71 BAYERCROP 30 BEARDSELL 53 38 BEML 51 46 69 BERGEPAINT 57 46 BFINVEST 76 BFUTILITIE 37 BGRENERGY 31 BHAGERIA 72 BEPL 35 BBL 33 BEL 46 BHARATFIN 15 BHARATFORG 38 BHEL 73 79 BPCL 71 BHARATRAS 6 53 BHARATWIRE 65 BHARTIARTL 52 INFRATEL 55 BIL 53 BHUSANSTL 68 10 64 BINANIIND 87 73 BIOCON 16 BIRLACORPN 73 BLISSGVS 82 BLS 27 BLUEDART 25 BLUESTARCO 31 BODALCHEM 74 BBTC

Ticker 500020 532678 502219 500530 500074 532929 500825 533543 517421 532813 532321 532801 532834 500078 511196 532483 532938 538476 511505 524742 531595 513375 533260 532282 500870 519600 500878 532885 501150 517544 500280 532548 500040 532443 532413 500084 500093 530307 500085 531977 530871 506894 500110 526817 511243 534758 505230 532807 500087 532210 540403 506390 533288 500147 517330 533278 539436 500830 532456 526829 532902 500226 531344 522295 531556 524506 533167 506395 532179 508814 526550 533144 534804 511413 500092 539876 530067 500480 530843 532173 532175 533160 533146 500096 526821 533309 500097 532528 533151 532772 502820 523367 523369 500117 502137 512068 532760 500645 506401 532848

Company

Bombay Dyeing Bombay Rayon Fashion Borosil Glass Bosch Ltd. BPL Ltd. Brigade Enterprises Britannia Ind. Brooks Laboratories BSE Butterfly Gandhima C & C Constructions Cadila Healthcar Cambridge Technology Camlin Fine Sciences Camphor & Allied Can Fin Homes Canara Bank Capital First Capital Trade Links Capital Trust Lt Caplin Point Lab Capri Global Capital Carborundum Uni. Career Point Castex Technologies Castrol India CCL Products India Ceat Ltd. Central Bank Centrum Capital Centum Electronics L Century Enka Century Plyboard Century Textiles Cera Sanitaryware L Cerebra Integrat CESC Ltd. CG Power and Indust Chaman Lal Setia Chambal Fertilis Chartered Logistics Chembond Chemica Chemfab Alkalis Chennai Petro. Cheviot Co Ltd Cholamandalam Invest Cigniti Technologies Cimmco Cineline India Cipla City Union Bank CL Educate Clariant Chemicals ( Claris Lifesciences CMI FPE Ltd. CMI L Coal India Ltd. Coffee Day Enterpris Colgate Palm. Compuage Infocom Ltd Confidence Petroleum Consolidated Constru Consolidated Finvest Container Corpor Control Print Ltd. Coral India Finance Coral Labs. Coromandel Engg. Coromandel Internati Corporation Bank Cosmo Films Country Club Hospita Cox & Kings L Credit Analysis & Re Crest Ventures Crisil Crompton Greaves Con CSL Finance Cummins India Lt Cupid Ltd. Cybertech System Cyient Ltd. D B Realty Ltd. D-Link (India) Dabur India Dai Ichi Karkari Dalmia Bharat Dalmia Bharat Sugar Datamatics Global Se DB Corp DCB Bank DCM Ltd. DCM Shriram DCM Shriram In DCW Ltd. Deccan Cements Deccan Gold Mines Deep Industries Deepak Fertilisers Deepak Nitrite Delta Corp Ltd.

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

Ind. Code

NSE Code

87 BOMDYEING 87 BRFL 47 6 BOSCHLTD 25 BPL 24 BRIGADE 40 BRITANNIA 73 BROOKS 46 BSE 25 BUTTERFLY 24 CANDC 73 CADILAHC 23 CTE 19 CAMLINFINE 19 45 CANFINHOME 44 CANBK 46 CAPF 46 46 CAPTRUST 73 CAPLIPOINT 46 CGCL 37 CARBORUNIV 64 CAREERP 6 CASTEXTECH 59 CASTROLIND 74 CCL 90 CEATLTD 44 CENTRALBK 46 33 CENTUM 87 CENTENKA 54 CENTURYPLY 30 CENTURYTEX 18 CERA 22 CEREBRAINT 76 CESC 33 CGPOWER 88 42 CHAMBLFERT 57 19 20 CHEMFALKAL 79 CHENNPETRO 87 46 CHOLAFIN 23 CIGNITITEC 30 CIMMCO 39 CINELINE 73 CIPLA 43 CUB 82 CLEDUCATE 31 CLNINDIA 73 38 13 CMICABLES 63 COALINDIA 88 COFFEEDAY 40 COLPAL 22 COMPINFO 58 24 CCCL 46 CONSOFINVT 89 CONCOR 88 CONTROLPR 45 CORALFINAC 73 37 42 COROMANDEL 44 CORPBANK 75 COSMOFILMS 51 CCHHL 64 COX&KINGS 82 CARERATING 45 CREST 82 CRISIL 33 CROMPTON 46 37 CUMMINSIND 26 CUPID 23 CYBERTECH 23 CYIENT 24 DBREALTY 88 DLINKINDIA 40 DABUR 19 64 DALMIABHA 85 DALMIASUG 23 DATAMATICS 60 DBCORP 43 DCBBANK 87 DCM 30 DCMSHRIRAM 85 72 DCW 16 DECCANCE 63 67 DEEPIND 42 DEEPAKFERT 19 DEEPAKNTR 24 DELTACORP

Ticker 533137 532121 537536 511072 519588 538715 500119 532180 507717 506405 533336 523736 538902 522163 500089 506414 540047 526927 500068 532839 532526 532488 532868 522261 512519 533176 539524 500124 523618 523890 534674 532610 538608 505242 532707 532491 532927 532922 505200 500125 523127 500840 523708 500123 505700 500128 533264 526608 522074 504000 533218 531162 533208 504008 532737 533161 509525 540153 532219 532178 533477 532700 523754 539844 533261 500133 500495 532787 533704 500135 500136 531508 508906 532684 532511 500650 500086 505790 530117 530079 531599 500139 500469 505744 500141 590024 507910 532768 526227 533333 508954 500144 500940 532809 533638 532518 503831 507552 502865

Company

Den Networks Ltd. Dena Bank Denis Chem Lab L Dewan Housing DFM Foods Limi Dhabriya Polywood Dhampur Sugar Dhanlaxmi Bank Dhanuka Agritech Ltd Dharamsi Morar. Dhunseri Investments Dhunseri Petrochem L Dhunseri Tea & Indus Diamond Power Infras DIC India DIL Dilip Buildcon Ltd. Dion Global Solution Disa India Ltd. Dish TV India Ltd. Dishman Pharmaceutic Divi’s Lab DLF Ltd. Dolphin Offshore Ent Donear Industrie DQ Entertainment (In Dr. Lal Pathlabs Ltd Dr. Reddy’s Labs Dredging Corpora DS Kulkarni Develope Ducon Infratech Dwarikesh Sugar Dwitiya Trading Dynamatic Techno Dynemic Products ECE Industries eClerx Services Edelweiss Fin. Ser Eicher Motors EID Parry EIH Associated EIH Ltd. Eimco Elecon Ind Elantas Beck India L Elecon Engg. Electrosteel Cas Electrosteel Steels Electrotherm (In Elgi Equipments Elgi Rubber Co. Elpro Internl. Emami Infrastructure Emami Ltd. Emami Paper Mill Emco Ltd. Emkay Global Financi Emmbi Industries Empire Inds. Endurance Technologi Energy Developme Engineers India Enkei Wheels (India) Entertainment Networ EPC Industrie Ltd. Equitas Holdings Ltd Eros International M Esab India Escorts Ltd. Ess Dee Aluminium Lt Essar Shipping Essel Propack Ltd. Ester India Euro India Fresh Eveready Industr Everest Industries L Everest Kanto Cylind Excel Crop Care Ltd. Excel Industries Exide Inds. Fag Bearings Ind Fairchem Speciality Faze Three Ltd. FDC Ltd. Fedders Lloyd Co Federal Bank Federal-Mogul Goetze Ferro Alloys Fertilisers & Ch Fiberweb (India) FIEM Industries Filatex India Fineotex Chemical Lt Finkurve Financial S Finolex Cables Finolex Industri Firstsource Solution Flexituff Internatio Florence Investech Fomento Resorts Foods & Inns Forbes & Company Ltd

Ind. Code

NSE Code

39 DEN 44 DENABANK 61 45 DHFL 40 DFMFOODS 54 85 DHAMPURSUG 43 DHANBANK 71 DHANUKA 42 46 DHUNINV 72 DPL 74 DTIL 12 DIAPOWER 60 DICIND 73 24 DBL 23 38 39 DISHTV 73 DISHMAN 73 DIVISLAB 24 DLF 67 DOLPHINOFF 87 DONEAR 39 DQE 50 LALPATHLAB 73 DRREDDY 64 DREDGECORP 24 DSKULKARNI 22 DUCON 85 DWARKESH 88 37 DYNAMATECH 31 33 ECEIND 23 ECLERX 46 EDELWEISS 8 EICHERMOT 85 EIDPARRY 51 EIHAHOTELS 51 EIHOTEL 38 EIMCOELECO 19 38 ELECON 15 ELECTCAST 53 ESL 37 ELECTHERM 21 ELGIEQUIP 81 ELGIRUBCO 33 24 EMAMIINFRA 40 EMAMILTD 70 35 EMCO 46 EMKAY 75 EMMBI 47 6 ENDURANCE 76 ENERGYDEV 78 ENGINERSIN 6 39 ENIL 64 46 EQUITAS 39 EROSMEDIA 37 ESABINDIA 9 ESCORTS 68 ESSDEE 84 ESSARSHPNG 68 ESSELPACK 68 ESTER 40 EIFFL 25 EVEREADY 17 EVERESTIND 68 EKC 71 EXCELCROP 71 EXCELINDUS 6 EXIDEIND 10 FAGBEARING 19 FAIRCHEM 87 73 FDC 25 FEDDERLOYD 43 FEDERALBNK 6 FMGOETZE 41 42 FACT 75 6 FIEMIND 87 FILATEX 19 FCL 46 13 FINCABLES 72 FINPIPE 23 FSL 68 FLEXITUFF 46 51 40 87 -

Ticker

Company

500033 Force Motors 532843 Fortis Healthcare 523696 Fortis Malar Hospita 530023 Fortune Financia 500150 Foseco India Lim Fourth D Fourth Dimension Sol 533400 Future Consumer 523574 Future Enterprises 536507 Future Lifestyle 533296 Future Market Net 540064 Future Retail L 507488 G M Breweries Ltd. 505714 Gabriel India 532155 GAIL (India) Ltd. 533265 Gallantt Ispat Ltd. 532726 Gallantt Metal 509550 Gammon India 532959 Gammon Infrastructur 513108 Gandhi Special 500153 Ganesh Benzoplas 526367 Ganesh Housing 514167 Ganesha Ecosphere 512493 Garnet International 500655 Garware Poly. 509557 Garware-Wall Rop 532622 Gateway Distriparks 532345 Gati Ltd. 524564 Gayatri BioOrganics 532767 Gayatri Projects 532309 GE Power India 522275 GE T&D India 504028 GEE Ltd. 532764 GeeCee Ventures 539407 Generic Engineering 506109 Genesys Int.Corp. 530343 Genus Power Infrastr GENUSPOWER 532285 Geojit Financial 500171 GHCL 511676 GIC Housing Fi 532716 Gillanders Arbut 507815 Gillette India Ltd. 531744 Gini Silk Mills 590025 Ginni Filaments 532715 Gitanjali Gems 504704 GKW L 500660 GlaxoSmithKline Phar 500676 GlaxoSmithKlineConsu 532296 Glenmark Pharma 532773 Global Vectra Helico 533104 Globus Spirits Ltd. 538595 Gloster L 505255 GMM Pfaudler Ltd 532754 GMR Infrastructure L 540124 GNA Axles 506480 GOCL Corporation 532734 Godawari Power & Isp 500163 Godfrey Philips 532424 Godrej Consumer Prod 500164 Godrej Industries Lt 533150 Godrej Properties Lt 532630 Gokaldas Exports 539725 Gokul Agro Resources 532980 Gokul Refoils & Solv 526729 Goldiam Internat 532439 Goldstone Infratech 530655 Goodluck India 500166 Goodricke Group 500168 Goodyear India 532543 GP Petroleums 533761 GPT Infraprojects 532482 Granules India L 509488 Graphite India Ltd. 500300 Grasim Inds. 505710 Grauer & Weil 509546 Graviss Hospitality 533282 Gravita India Ltd. 500620 Great Eastern 501455 Greaves Cotton 526797 Greenply Industr 506076 Grindwell Norton 509152 GRP L 511288 GRUH Finance Li 500690 GSFC 532775 GTL Infrastructure 500160 GTL Ltd. 509079 Gufic BioSciences Lt 530001 Guj. Alkalie & C 524226 Guj. Amb.Exports 523768 Guj. Borosil Ltd 500173 Guj. Fluorochemi 517300 Guj. Industries 532181 Guj. Mineral Dev 512579 Guj. NRE Coke 518029 Guj. Sidhee Ceme 522217 Gujarat Apollo Indus 539336 Gujarat Gas 500670 Gujarat Narmada Vall 533248 Gujarat Pipavav Port 532702 GujaratStatePetronet 538567 Gulf Oil Lubricants

Ind. Code

NSE Code

8 50 FORTIS 50 46 19 FOSECOIND 23 FOURTHDIM 64 FCONSUMER 80 FEL 80 FLFL 24 FMNL 80 FRETAIL 11 GMBREW 6 GABRIEL 67 GAIL 53 GALLISPAT 53 GALLANTT 24 GAMMONIND 52 GAMMNINFRA 53 GANDHITUBE 19 24 GANESHHOUC 87 GANECOS 46 68 87 GARWALLROP 64 GDL 27 GATI 64 24 GAYAPROJ 77 GEPIL 77 GET&D 37 71 GEECEE 78 23 GENESYS 33 46 GEOJITFSL 20 GHCL 45 GICHSGFIN 30 GILLANDERS 40 GILLETTE 87 87 GINNIFILA 29 GITANJALI 37 GKWLIMITED 73 GLAXO 40 GSKCONS 73 GLENMARK 1 GLOBALVECT 11 GLOBUSSPR 87 38 52 GMRINFRA 6 GNA 59 GOCLCORP 53 GPIL 40 GODFRYPHLP 40 GODREJCP 40 GODREJIND 24 GODREJPROP 87 GOKEX 32 GOKULAGRO 32 GOKUL 29 GOLDIAM 86 GOLDINFRA 53 GOODLUCK 74 90 79 GULFPETRO 17 GPTINFRA 73 GRANULES 36 GRAPHITE 30 GRASIM 19 51 62 GRAVITA 84 GESHIP 37 GREAVESCOT 54 GREENPLY 37 GRINDWELL 81 GRPLTD 45 GRUH 42 GSFC 86 GTLINFRA 86 GTL 73 GUFICBIO 20 GUJALKALI 32 GAEL 47 19 GUJFLUORO 76 GIPCL 63 GMDCLTD 63 GUJNRECOKE 16 GSCLCEMENT 38 GUJAPOLLO 58 GUJGASLTD 42 GNFC 83 GPPL 72 GSPL 59 GULFOILLUB

DSIJ.in

Ticker

Company

532457 Gulshan Polyols Ltd. 532708 GVK Power & Infrastr 533275 Gyscoal Alloys Ltd. 515147 Haldyn Glass 590043 Harita Seating Syst. 500467 Harrisons Malaya 533162 Hathway Cable & Data 531531 Hatsun Agro Prod 517354 Havells India 508486 Hawkins Cookers 517271 HBL Power Systems Lt 500179 HCL Infosystem 532281 HCL Technologies 500010 HDFC 500180 HDFC Bank 532873 HDIL 539787 Healthcare Global En 509631 HEG Ltd. 500292 Heidelberg Cement In 505720 Hercules Hoists 519552 Heritage Foods 500182 Hero MotoCorp HEROMOTOCO 524669 Hester Biosciences L 532129 Hexaware Technologie Hi-Tech Pipes Ltd. 517080 High Ground Enterpri 524735 Hikal Ltd. 509675 HIL 500183 Himachal F. Comm 500184 Himadri Speciality 526899 Himalya Internat 514043 Himatsingka Seid 509635 Hind. Composites 513599 Hind. Copper 519126 Hind. Food 500500 Hind. Motor 500186 Hind. Oil Explor 500449 Hind. Organi 500104 Hind. Petrol 500188 Hind. Zinc 500185 Hind.ConstructionCo. 500440 Hindalco Indus. 505982 Hinduja Foundries Lt 532859 Hinduja Global Solut 500189 Hinduja Ventures 533217 Hindustan Media Vent 500696 Hindustan Unilever L 526217 Hitech Plast 500191 HMT Ltd. 522064 Honda Siel Power HONDAPOWER 517174 Honeywell Automation 500193 Hotel Leela Ven. 532761 HOV Services Ltd. 540136 HPL Electric & Power 500187 HSIL Ltd. 532662 HT Media 532799 Hubtown 509820 Huhtamaki PPL 500199 I G Petrochemicals L 523638 I P Rings Ltd. 532174 ICICI Bank 540133 ICICI Pru Life 532835 ICRA Ltd. 500116 IDBI Bank Ltd. 532822 Idea Cellular Ltd. 531328 Ideal Texbuild 539437 IDFC Bank 532659 IDFC L 507438 IFB Agro Indus 505726 IFB Industries 500106 IFCI Ltd. 532133 IFGL Refracto 517380 Igarashi Motors Indi 532636 IIFL Holdings 532907 IL&FS Engineering 511208 IL&FS Investment Man 533177 IL&FS Transportation 532305 Ind-Swift Laboratori 501295 Ind. Inv Trust 509162 Indag Rubber 530005 India Cements Lt 500201 India Glycols 530979 India Home Loan 590065 India Motor Part 532240 India Nippon Ele India Power Corp 513361 India Steel Works Lt 532189 India Tourism De 535789 Indiabulls Housing F 532832 Indiabulls Real Esta 532960 Indiabulls Ventures 514165 Indian Acrylics 532814 Indian Bank 500850 Indian Hotels Co 504741 Indian Hume Pipe 533047 Indian Metal & F 530965 Indian Oil Corp 532388 Indian Overseas 533329 Indian Terrain Fashi

DSIJ.in

Ind. Code 19 76 53 47 6 74 39 40 33 25 33 22 23 45 43 24 50 36 16 37 40 5

NSE Code

GULPOLY GVKPIL GAL HARITASEAT HARRMALAYA HATHWAY HATSUN HAVELLS HBLPOWER HCL-INSYS HCLTECH HDFC HDFCBANK HDIL HCG HEG HEIDELBERG HERCULES HERITGFOOD

73 HESTERBIO 23 HEXAWARE 53 HITECH 37 HIGHGROUND 73 HIKAL 17 HIL 86 HFCL 19 HSCL 40 87 HIMATSEIDE 6 HINDCOMPOS 62 HINDCOPPER 40 7 HINDMOTORS 67 HINDOILEXP 19 HOCL 79 HINDPETRO 62 HINDZINC 24 HCC 2 HINDALCO 15 HINDUJAFO 23 HGS 23 HINDUJAVEN 60 HMVL 40 HINDUNILVR 75 HITECHPLAS 9 HMT 34 37 51 23 33 18 60 24 68 19 6 43 46 82 44 65 56 43 46 11 25 46 64 33 46 24 46 89 73 46 81 16 19 45 88 6 76 53 51 46 24 46 87 44 51 17 63 79 44 87

HONAUT HOTELEELA HOVS HPL HSIL HTMEDIA HUBTOWN PAPERPROD IGPL ICICIBANK ICICIPRULI ICRA IDBI IDEA IDFCBANK IDFC IFBAGRO IFBIND IFCI IFGLREFRAC IGARASHI IIFL IL&FSENGG IVC IL&FSTRANS INDSWFTLAB IITL INDIACEM INDIAGLYCO IMPAL INDNIPPON DPSCLTD ITDC IBULHSGFIN IBREALEST IBVENTURES INDIANB INDHOTEL INDIANHUME IMFA IOC IOB INDTERRAIN

Ticker

Company

Ind. Code

501700 IndiaNivesh 501298 Indl.&Prud.Invst 524648 Indo Amines Limi 521016 Indo Count Inds. 504058 Indo National 500207 Indo Rama Synth. 532717 Indo Tech Transforme 532612 Indoco Remedies 533257 Indosolar Ltd. 532514 Indraprastha Gas Ltd 532150 Indraprastha Med 532187 IndusInd Bank 506222 INEOS Styrolution 539807 Infibeam Incorp 533154 Infinite Computer So 532777 Info Edge (India) InfoBean InfoBeans Tech InfoBean InfoBeans Tech 500209 Infosys 500210 Ingersoll Rand 523840 Innovative Tech 532706 Inox Leisure 539083 Inox Wind Ltd. 532851 Insecticides (India) 500211 Insilco Ltd. 505358 Integra Engineering 538835 Intellect Design 532326 Intense Technologies 539448 InterGlobe Aviation 502330 International Paper 509709 Intl. Coveyors 500213 Intl. Travel Hou 533181 Intrasoft Technologi 524164 IOL Chemicals and Ph 500214 Ion Exchange (India) 524494 Ipca Laboratorie 532947 IRB Infrastructure D 531337 Iris Mediaworks 533033 ISGEC Heavy Eng 532479 ISMT Ltd. 508807 IST Ltd. 500875 ITC Ltd. 509496 ITD Cementation Indi 523610 ITI 507580 IVP 530773 IVRCL 506943 J B Chemicals & Phar 532940 J Kumar Infraproject 506522 J L Morison (India) 507155 Jagatjit Ind. 532705 Jagran Prakashan 532976 Jai Balaji Industrie 512237 Jai Corp Ltd. 500219 Jain Irrigation 532627 Jaiprakash Power Ven 532532 JaiprakashAssociates 538564 James Warren Tea 532209 Jammu & Kashmir Bank 520051 Jamna Auto Inds. 520066 Jay Bharat Marut 524330 Jayant Agro Org 522285 Jayaswal Neco Indust 533207 Jaypee Infratech Ltd 509715 Jayshree Tea 514034 JBF Industries 532605 JBM Auto 500223 JCT Ltd. 524731 Jenburkt Pharmac 532617 Jet Airways 532771 JHS Svendgaard Labor 511034 Jindal Drilling 500227 Jindal Poly Films 500378 Jindal Saw 532286 Jindal St & Pwr 532508 Jindal Stainless 539597 Jindal Stainless (Hi 531543 Jindal Worldwide 540311 JITF Infralogistics 536493 JK Agri Genetics Ltd 532644 JK Cement 500380 JK Lakshmi Cement L 532162 JK Paper Ltd. 530007 JK Tyre & Industries 523405 JM Financial Ltd. 522263 JMC Projects 513691 JMT Auto Ltd. Jocil Ltd. 523398 Johnson Controls-Hit 533148 JSW Energy Ltd. 532642 JSW Holdings 500228 JSW Steel 533155 Jubilant Foodworks L 533320 Jubilant Industries 530019 Jubilant Life Scienc 535648 Just Dial 519248 JVL Agro Industries 532926 Jyothy Laboratories 500239 K G Denim Ltd. 524109 Kabra Extrusion 500233 Kajaria Ceramics 500234 Kakatiya Cement Suga

NSE Code

46 46 19 87 ICIL 25 NIPPOBATRY 87 INDORAMA 77 INDOTECH 73 INDOCO 66 INDOSOLAR 64 IGL 50 INDRAMEDCO 43 INDUSINDBK 72 INEOSSTYRO 82 INFIBEAM 23 INFINITE 64 NAUKRI 23 23 INFOBEAN 23 INFY 21 INGERRAND 75 39 INOXLEISUR 38 INOXWIND 71 INSECTICID 19 38 23 INTELLECT 23 INTENTECH 1 INDIGO 70 IPAPPM 64 64 23 ISFT 73 IOLCP 37 73 IPCALAB 24 IRB 39 38 53 ISMTLTD 6 40 ITC 24 ITDCEM 86 ITI 32 IVP 24 IVRCLINFRA 73 JBCHEPHARM 24 JKIL 40 11 60 JAGRAN 53 JAIBALAJI 53 JAICORPLTD 64 JISLJALEQS 76 JPPOWER 24 JPASSOCIAT 74 43 J&KBANK 6 JAMNAAUTO 6 JAYBARMARU 19 JAYAGROGN 15 JAYNECOIND 24 JPINFRATEC 74 JAYSREETEA 87 JBFIND 6 JBMA 87 73 1 JETAIRWAYS 40 JHS 67 JINDRILL 68 JINDALPOLY 53 JINDALSAW 53 JINDALSTEL 53 JSL 53 JSLHISAR 87 JINDWORLD 57 JITFINFRA 49 16 JKCEMENT 16 JKLAKSHMI 70 JKPAPER 90 JKTYRE 46 JMFINANCIL 24 JMCPROJECT 6 JMTAUTOLTD 19 JOCIL 25 JCHAC 76 JSWENERGY 46 JSWHL 53 JSWSTEEL 40 JUBLFOOD 11 JUBLINDS 73 JUBILANT 82 JUSTDIAL 32 JVLAGRO 40 JYOTHYLAB 87 38 KABRAEXTRU 18 KAJARIACER 16 KAKATCEM

Ticker 522287 533302 500235 532468 532741 506525 507779 500165 532652 590003 531687 532899 524444 539276 590066 533192 532054 532714 518011 517569 519602 505890 524174 533289 502937 532732 507794 507435 500240 524019 537750 532967 500241 533193 500245 500243 533293 505283 530145 521248 526409 532673 524520 532942 512559 523207 532924 524280 500247 530299 523323 532400 532889 530813 533482 526423 500249 519421 532997 530149 532937 536170 531882 500510 533519 540005 540115 526947 519570 500252 502958 534690 532778 509048 540222 500250 526596 500253 531241 531633 523457 517518 512455 539992 532740 533343 514036 532783 532796 517206 500257 539542 532368 539226 522241 532720 507836 523248 531497

Company Kalpataru Power Kalyani Investment Kalyani Steel Kama Holdings Ltd. Kamdhenu L Kanoria Chemical Kanpur Plasti. Kansai Nerolac Paint Karnataka Bank Karur Vysya Bank Karuturi Global Ltd. Kaveri Seed Company Kavit Industries Kaya L KCP Ltd. KCP Sugar & In KDDL Ltd. KEC International Lt Keerthi Industries L KEI Industries Kellton Tech Solutio Kennametal India Kesar Petroprod. Kesar Terminals & In Kesoram Industri Kewal Kiran Clothing Khaitan Chemical Khoday India Kinetic Engg. Kingfa Science & Tec KIOCL Kiran Vyapar Kiri Industries Kirloskar Bros. Kirloskar Elect Kirloskar Ferrou Kirloskar Industries Kirloskar Oil Engine Kirloskar Pneumatic Kisan Mouldings Kitex Garments Kkalpana lndustries KM Sugar Mills KMC Speciality Hospi KNR Constructions Kohinoor Foods Ltd. Kokuyo Camlin Kolte-Patil Develope Kopran Ltd Kotak Mahindra Bank Kothari Petroche Kothari Products Kovai Medical KPIT Technologies KPR Mill Ltd. KRBL Ltd. Kridhan Infra Kriti Industries KSB Pumps Ltd. KSE KSK Energy Ventures KSL and Industries L Kuantum Papers Kushal Tradelink Ltd Kwality L&T L&T Finance Holdings L&T Infotech L&T Technology Serv La Opala RG Ltd. Lakshmi Energy & Foo Lakshmi Machines Lakshmi Mill Co. Lakshmi Vilas Ba Lanco Infratech Ltd. LancorHoldings Ltd Laurus Labs LG Balakrishnan&Bros Liberty Shoes Li LIC Housing Fi Linc Pen & Plast Lincoln Pharmace Linde India Lloyd Electric Lloyds Metals & Ener Lloyds Steels Ind. Lokesh Machines Lovable Lingerie Ltd Loyal Textiles M LT Foods Ltd. Lumax Auto Technolog Lumax Inds. Lupin Ltd. Lux Industries Lycos Internet M D Inducto Cast Ltd M M Forgings Ltd. M&M Fin.Services Mac Charles Machino Plastics Madhucon Project

Ind. Code

NSE Code

77 KALPATPOWR 46 KICL 53 KSL 46 53 KAMDHENU 20 KANORICHEM 68 69 KANSAINER 43 KTKBANK 43 KARURVYSYA 64 KGL 49 KSCL 59 40 KAYA 16 KCP 85 KCPSUGIND 25 KDDL 77 KEC 16 12 KEI 23 KELLTONTEC 37 19 52 KTIL 30 KESORAMIND 80 KKCL 42 11 5 75 KINGFA 63 KIOCL 46 31 KIRIINDUS 37 33 KECL 53 37 KIRLOSIND 37 KIRLOSENG 21 75 87 KITEX 75 85 KMSUGAR 50 24 KNRCON 88 KOHINOOR 30 KOKUYOCMLN 24 KOLTEPATIL 73 KOPRAN 43 KOTAKBANK 88 KOTHARIPET 40 KOTHARIPRO 50 23 KPIT 87 KPRMILL 88 KRBL 52 KRIDHANINF 32 37 KSBPUMPS 4 76 KSK 87 70 70 40 KWALITY 30 LT 46 L&TFH 23 LTI 37 LTTS 47 LAOPALA 88 LAKSHMIEFL 38 LAXMIMACH 87 43 LAKSHVILAS 52 LITL 24 73 LAURUSLABS 6 LGBBROSLTD 55 LIBERTSHOE 45 LICHSGFIN 64 LINCPEN 73 LINCOLN 64 LINDEINDIA 25 LLOYDELENG 53 53 LSIL 37 LOKESHMACH 87 LOVABLE 87 88 DAAWAT 6 LUMAXTECH 6 LUMAXIND 73 LUPIN 87 LUXIND 23 LYCOS 53 15 MMFL 46 M&MFIN 51 75 24 MADHUCON

Ticker

Company

Ind. Code

NSE Code

Ticker

Company

590134 Madras Fertilize 42 MADRASFERT 500296 Nahar Spg Mills 500264 Mafatlal Ind 87 532256 Nalwa Sons Investmen 524000 Magma Fincorp Ltd. 46 MAGMA 532641 Nandan Denim 500266 Maha. Scooters 5 MAHSCOOTER 539551 Narayana Hrudayalaya 500265 Maha. Seamless 53 MAHSEAMLES 524816 Natco Pharma 539957 Mahanagar Gas 58 MGL 537291 Nath Bio-Genes 500520 Mahi. & Mahi 7 M&M 532234 National Alumini 532756 Mahindra CIE Auto 15 MAHINDCIE 523630 National Fertilizers 533088 Mahindra Holidays 51 MHRIL 531289 National Fittings 532313 Mahindra Lifespace D 24 MAHLIFE 500298 National Peroxid 590078 Maithan Alloys Ltd. 41 MAITHANALL 513023 Nava Bharat Ventures 539289 Majesco L 23 MAJESCO 532504 Navin Fluorine Inter 539229 Majestic Research Se 64 539332 Navkar Corporation L 513269 Man Industries I 53 MANINDS 508989 Navneet Education 533169 Man Infraconstructio 24 MANINFRA 534309 NBCC (India) 539043 Manaksia Industries 68 MANAKINDST NBI Industrial Fin 532932 Manaksia Ltd. 68 MANAKSIA 500294 NCC 500268 Manali Petrochem 72 MANALIPETC 502168 NCL Industries 531213 Manappuram Finance 46 MANAPPURAM 532529 NDTV 540402 Manas Properties 24 532649 Nectar Lifesciences 502157 Mangalam Cement 16 MANGLMCEM 532864 Nelcast Ltd. 532637 Mangalam Drugs 73 MANGALAM 504112 Nelco Ltd 537800 Mangalam Industrial 46 505355 Nesco Ltd. 530011 Mangalore Chem. 42 MANGCHEFER 500790 Nestle India 500109 Mangalore Refine 79 MRPL 532798 Network 18 Media & I 539207 Manpasand Beverage 11 MANPASAND 524558 Neuland Laborat 505324 Manugraph India Ltd. 37 MANUGRAPH 532416 Next Mediaworks 521018 Maral Overseas 87 MARALOVER 524774 NGL Fine-Chem Li 503101 MarathonNextgenRea 24 MARATHON 533098 NHPC 531642 Marico Ltd. 40 MARICO 500304 NIIT Ltd. 524404 Marksans Pharma 73 MARKSANS 532541 NIIT Technologies 532500 Maruti Suzuki India 7 MARUTI 530377 Nila Infrastructures 523704 Mastek Li 23 MASTEK 530129 Nile 523371 Mawana Sugars Ltd. 30 MAWANASUG 523385 Nilkamal Ltd. 500271 Max Financial Servic 46 MFSL 500307 Nirlon 539981 Max India 68 MAXINDIA 532722 Nitco Ltd. 539940 Max Ventures and Ind 68 MAXVIL 533202 Nitesh Estates 522249 Mayur Uniquoters 75 MAYURUNIQ 532854 Nitin Fire Protectio 523792 Mazda Ltd. 37 MAZDA 532698 Nitin Spinners 533152 MBL Infrastructures 24 MBLINFRA 506532 Nitta Gelatin India 532654 McLeod Russel 74 MCLEODRUSS 513683 NLC India L 532629 McNally Bharat E 37 MBECL 526371 NMDC Ltd. 534091 MCX 46 MCX 500730 NOCIL Ltd. 512267 Media Matrix Worldwi 39 532481 NoidaTollBridge 531146 Medicamen Biotec 73 534615 North Eastern Carry 538834 Meenakshi Enterprise 46 500672 Novartis 532865 Meghmani Organics Lt 71 MEGH 530367 NRB Bearings Lim 523828 Menon Bearings L 10 MENONBE 532555 NTPC 539126 MEP Infrastructure 52 MEP 531209 Nucleus Software 526235 Mercator Ltd. 30 MERCATOR 533273 Oberoi Realty 500126 Merck Ltd. 73 MERCK 502165 OCL India Limi 513335 Metalyst Forgings 15 METALFORGE 500313 Oil Country Tub. 532850 MIC Electronics Ltd. 33 MIC 533106 Oil India Ltd. 540023 Millitoons Entertain 39 526415 OK Play India Ltd. 538962 Minda Corporation 6 MINDACORP 521105 Olympia Inds. 532539 Minda Industries 6 MINDAIND 531092 OM Metals Infraproje 517344 Mindteck (India) 23 MINDTECK 520021 Omax Auto 532819 MindTree Ltd. 23 MINDTREE 532880 Omaxe Ltd. 500279 Mirc Electronics 25 MIRCELECTR 533317 Omkar Speciality Che 526642 Mirza International 55 MIRZAINT 500312 ONGC 513377 MMTC Ltd. 88 MMTC 532944 OnMobile Global Ltd. 503015 Modern India 87 530135 Optiemus Infracom 519003 Modi Naturals 32 532391 Opto Circuits India 500890 Modi Rubber 90 532466 Oracle Financial Ser 506261 Modison Metals L 33 512626 Orbit Exports Li 533286 MOIL Ltd. 63 MOIL 524372 Orchid Pharma 533080 Mold-Tek Packaging 75 MOLDTKPAC 513121 Oricon Enterprises L Momai Ap Momai Apparels 87 MOMAI504879 Orient Abrasives 511551 Monarch Networth Cap 46 530365 Orient Bell 513446 Monnet Ispat & Energ 53 MONNETISPA 535754 Orient Cement Ltd. 505343 Monotype India 46 533263 Orient Green Power C 524084 Monsanto India 71 MONSANTO GREENPOWER 538836 Monte Carlo Fashions 87 MONTECARLO 502420 Orient Paper 532621 Morarjee Textiles Li 87 MORARJEE 534076 Orient Refractories 500288 Morepen Labs.Lt 73 MOREPENLAB 500315 Oriental Bank of 523160 Morganite Crucible ( 64 506579 Oriental Carbon 532407 Moschip Semicond.Tec 23 500314 Oriental Hotels 517334 MothersonSumiSystems 6 MOTHERSUMI 531859 Oriental Veneer 532892 Motilal Oswal Financ 46 MOTILALOFS 590086 Orissa Minerals Deve 526299 MphasiS Ltd. 23 MPHASIS 539015 Ortel Communications 532440 MPS Ltd. 60 MPSLTD 501179 Oscar Investment 500290 MRF Ltd 90 MRF 500317 Oswal Agro Mills 508922 MSR India 88 539290 Oswal Green Tech 534312 MT Educare Ltd. 82 MTEDUCARE 500459 P&G Hygiene&Health 500108 MTNL 65 MTNL 532827 Page Industries Ltd. 500460 Mukand Ltd. 53 MUKANDLTD 531349 Panacea Biotec L 532357 Mukta Arts Ltd. 39 MUKTAARTS 524820 Panama Petrochem 526169 Multibase India Ltd. 75 508941 Panasonic Carbon Ind 520059 Munjal Auto Industr. 6 MUNJALAU 504093 Panasonic Energy Ind 520043 Munjal Showa Ltd 6 MUNJALSHOW 539889 Parag Milk Foods 515037 Murudeshwar Cer. 18 MURUDCERA 532780 Parsvnath Developers 540366 Music Broadcast 39 RADIOCITY 500456 Pasupati Acrylon 511766 Muthoot Capital 46 MUTHOOTCAP 531120 Patel Engg. Ltd. 533398 Muthoot Finance 46 MUTHOOTFIN 539113 Paul Merchants 516082 N R Agarwal Indu 70 NRAIL 532742 Paushak Ltd. 524709 Nagarjuna Agrich 71 NAGAAGRI 534809 PC Jeweller L 539917 Nagarjuna Fertilizer 42 NAGAFERT 538730 PDS Multi. Fashions 534184 Nagarjuna Oil Refine 67 NAGAROIL 532808 Pearl Global Industr 532952 Nahar Capital & Fina 46 NAHARCAP 503031 Peninsula Land L 519136 Nahar Indust.Ent 87 NAHARINDUS 539333 Pennar Engineered Bu 523391 Nahar Poly Films Ltd 87 NAHARPOLY 513228 Pennar Industrie

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

Ind. Code

NSE Code

87 NAHARSPING 46 NSIL 87 NDL 50 NH 73 NATCOPHARM 49 NATHBIOGEN 2 NATIONALUM 42 NFL 15 19 30 NBVENTURES 19 NAVINFLUOR 57 NAVKARCORP 60 NAVNETEDUL 24 NBCC 46 NBIFIN 24 NCC 16 NCLIND 39 NDTV 73 NECLIFE 15 NELCAST 86 NELCO 30 NESCO 40 NESTLEIND 46 NETWORK18 73 NEULANDLAB 39 NEXTMEDIA 73 76 NHPC 23 NIITLTD 23 NIITTECH 24 NILAINFRA 62 75 NILKAMAL 64 18 NITCO 24 NITESHEST 37 NITINFIRE 87 NITINSPIN 19 76 NLCINDIA 63 NMDC 72 NOCIL 24 NOIDATOLL 89 NECCLTD 73 10 NRBBEARING 76 NTPC 23 NUCLEUS 24 OBEROIRLTY 16 OCL 53 OILCOUNTUB 67 OIL 75 87 78 OMMETALS 6 OMAXAUTO 24 OMAXE 19 OMKARCHEM 67 ONGC 65 ONMOBILE 86 61 OPTOCIRCUI 23 OFSS 87 ORBTEXP 73 ORCHIDPHAR 68 ORICONENT 37 ORIENTABRA 18 ORIENTBELL 16 ORIENTCEM 76 30 64 44 14 51 54 63 39 46 46 46 40 87 73 19 36 25 40 24 87 24 46 71 29 87 87 24 37 53

ORIENTPPR ORIENTREF ORIENTBANK OCCL ORIENTHOT ORISSAMINE ORTEL BINDALAGRO PGHH PAGEIND PANACEABIO PANAMAPET PARAGMILK PARSVNATH PATELENG PCJEWELLER PDSMFL PGIL PENINLAND PENPEBS PENIND

45

Databank Ticker 533179 532522 500680 533581 506590 517296 503100 523642 500331 500327 539883 539007 538771 531879 500302 532979 513519 500333 523648 532366 540173 539150 539347 523628 524570 532486 532254 507645 531768 524051 532626 532460 532810 532898 539302 532934 539351 522205 506022 532718 539636 523539 530331 526247 509077 533274 540293 530589 532748 500338 534675 532524 533344 539006 509220 539785 532693 533295 532461 506618 532891 532689 511116 539978 539678 532735 532692 532497 500339 532826 532503 531500 517522 500354 500355 522281 524037 539309 532369 532370 532527 533262 507490 532661 532987 532988 505800 524230 520111 534597 533122 504341 500330 540065 537254 532805 530517 500111 533107 523445

Company Persistent Systems PetronetLNG Pfizer Ltd. PG Electroplast Ltd. Phillips Carbon Phoenix Lamps Phoenix Mills PI Industries Pidilite Inds. Pil Italica Lifestyl Pilani Investmen Pincon Lifestyle Pincon Spirit Pioneer Distille Piramal Enterprises Piramal Phytocare Pitti Lamination Pix Transmission Plastiblends Ind PNB Gilts Ltd. PNB Housing Finance PNC Infratech Pneumatic Holdings Poddar Housing Poddar Pigments Pokarna Ltd. Polaris Consulting Polson Ltd. Poly Medicure Lt Polyplex Corpn. Pondy Oxides & C Ponni Sugars (Erode) Power Finance Co Power Grid Corpo Power Mech Projects PPAP Automotive Prabhat Dairy Praj Industries Prakash Indus. Pratibha Industries Precision Camshafts Precision Wires Premco Global Li Premier Explos. Pressman Advertising Prestige Estates Pro Pricol L Prima Plastics L Prime Focus Prism Cement Lim Prozone Intu Propert PTC India PTC India Financial PTC Industries PTL Enterprises Pudumjee Paper Produ Punj Lloyd Punj. & Sind Ban Punj. NationlBak Punjab Chemicals and Puravankara PVR Ltd. Quadrant Televenture Quess Corp Quick Heal Technolog R Systems Internat. Radha Madhav Corpora Radico Khaitan Ltd. Rain Industries Raj Television Netwo Rajapalayam Mill Rajesh Exports L Rajratan Global Wire Rajshree Sugars Rallis India Ram Ratna Wires Rama Phosphates Rama Steel Tubes Ltd Ramco Industries Ramco Systems Lt Ramkrishna Forgings Ramky Infrastructure Rana Sugars Rane (Madras) Rane Brake Lining Lt Rane Engine Valve Lt Rane Holdings Ltd. Rashtriya Chemicals Ratnamani Metals RattanIndia Infra RattanIndia Power Ravindra Energy Ltd. Raymond Ltd RBL Bank RCI Industries & Tec Redington (India) Lt Relaxo Footwears Reliance Capital Reliance Def.& Eng. Reliance Ind.Inf

46

Ind. Code

NSE Code

23 PERSISTENT 72 PETRONET 73 PFIZER 33 PGEL 14 PHILIPCARB 6 PHOENIXLL 24 PHOENIXLTD 71 PIIND 19 PIDILITIND 75 PILITA 46 PILANIINVS 88 11 PINCON 11 PIONDIST 73 PEL 73 PIRPHYTO 37 PITTILAM 81 75 PLASTIBLEN 46 PNBGILTS 45 PNBHOUSING 24 PNCINFRA 46 PNEUMATIC 24 PODDARHOUS 31 PODDARMENT 48 POKARNA 23 POLARIS 31 61 POLYMED 68 POLYPLEX 19 PONDYOXIDE 85 PONNIERODE 46 PFC 77 POWERGRID 78 POWERMECH 75 PPAP 40 PRABHAT 38 PRAJIND 30 PRAKASH 52 PRATIBHA 6 PRECAM 62 PRECWIRE 87 64 PREMEXPLN 39 PRESSMN 24 PRESTIGE 6 PRICOLLTD 75 39 PFOCUS 16 PRISMCEM 24 PROZONINTU 76 PTC 46 PFS 37 90 PTL 70 PDMJEPAPER 24 PUNJLLOYD 44 PSB 44 PNB 19 PUNJABCHEM 24 PURVA 39 PVR 65 82 QUESS 23 QUICKHEAL 23 RSYSTEMS 68 RMCL 11 RADICO 16 RAIN 39 RAJTV 87 29 RAJESHEXPO 53 85 RAJSREESUG 71 RALLIS 62 42 53 RAMASTEEL 17 RAMCOIND 23 RAMCOSYS 15 RKFORGE 24 RAMKY 85 RANASUG 6 RML 6 RBL 6 RANEENGINE 46 RANEHOLDIN 42 RCF 53 RATNAMANI 52 RTNINFRA 76 RTNPOWER 46 87 RAYMOND 43 RBLBANK 62 22 REDINGTON 55 RELAXO 46 RELCAPITAL 83 RDEL 78 RIIL

Ticker 500325 500390 532939 532712 532915 532923 535322 532687 505509 505368 520008 524480 502448 500366 533168 532699 532983 533284 517447 500350 500367 503169 500368 532785 533552 532955 533470 539450 540048 532710 539346 523025 502090 538557 515043 590051 511066 507315 517059 520075 526725 504918 514234 526521 530073 500674 519260 504614 532163 526885 532663 533259 511076 526093 539404 536592 502175 524667 500112 534139 505141 532900 526807 530075 512529 502450 505075 524324 501423 531431 509874 540425 522034 538666 535602 523449 540203 538685 531201 530549 533389 523598 512289 532323 511108 532776 532638 500387 502180 539334 503205 500356 532670 516016 520151 532498 532945 511218 511411

Company Reliance Inds. Reliance Infrastruct Reliance Power L RelianceCommu.Ltd Religare Enterprises Renaissance Jeweller Repco Home Finance L Repro India Ltd. Responsive Industrie Revathi Equipment Lt Rico Auto Inds. Riddhi Siddhi Gluco Rollatainers Ltd Rolta India Rossell India Royal Orchid Hotels RPG Life Sciences RPP Infra Projects L RS Software (India) RSWM Ltd. Rubfila Internationa Ruby Mills Ruchi Soya Inds. Ruchira Papers Ltd. Rupa & Company L Rural Electrific Rushil Decor Ltd. S H Kelkar & Company S P Apparels Ltd. Sadbhav Engineering Sadbhav Infrastructu Safari Indus. Sagar Cements Sai Baba Investment Saint-Gobain Sekurit Saksoft Ltd. Sakthi Finance Sakthi Sugars Salzer Electr. Samkrg Pistons & Rin Sandesh Sandur M & I Ore Sangam India Ltd Sanghi Industrie Sanghvi Movers L Sanofi India Sanwaria Agro Oi Sarda Energy & Miner Saregama India Ltd. Sarla Performance Fi Sasken Technologies Sastasundar Ventures Sat Industries Ltd. Sathavahana Ispa Satin Creditcare Satkar Finlease Saurashtra Cemen Savita Oil Tech SBI Schneider Electric Scooters India SE Investments Seamec Ltd. Selan Exploratio Sequent Scientific Seshasayee Paper Setco Automotive Seya Industries Shaily Engineering P Shakti Pumps (In Shalimar Paints Shankara Building Pr Shanthi Gears Sharda Cropchem Sharda Motor Ind Sharp India Sheela Foam Shemaroo Entertainme Shilchar Technologie Shilpa Medicare L Shilpi Cable Technol Shipping Corpn. Shirpur Gold Refiner Shiva Cement Ltd Shiva Texyarn Ltd. Shivam Autotech Ltd. Shoppers Stop Shree Cement Shree Digvijay Shree Pushkar Chemic Shree Ram Urban Infr Shree Rama Newsprint Shree Renuka Sugars Shreyans Inds. Shreyas Shipping & L Shriram City Uni Shriram EPC Ltd. Shriram Pistons Shriram Trans.Fi Shristi Infrastructu

Company Index Ind. Code

NSE Code

30 RELIANCE 76 RELINFRA 76 RPOWER 65 RCOM 46 RELIGARE 29 RJL 45 REPCOHOME 60 REPRO 75 RESPONIND 21 REVATHI 6 RICOAUTO 64 68 ROLLT 23 ROLTA 74 ROSSELLIND 51 ROHLTD 73 RPGLIFE 24 RPPINFRA 23 RSSOFTWARE 87 RSWM 81 87 RUBYMILLS 32 RUCHISOYA 70 RUCHIRA 87 RUPA 46 RECLTD 54 RUSHIL 19 SHK 87 SPAL 24 SADBHAV 78 SADBHIN 75 16 SAGCEM 46 47 23 SAKSOFT 46 85 SAKHTISUG 33 SALZERELEC 6 60 SANDESH 63 87 SANGAMIND 17 SANGHIIND 38 SANGHVIMOV 73 SANOFI 32 SANWARIA 53 SARDAEN 39 SAREGAMA 87 SARLAPOLY 23 SASKEN 46 SASTASUNDR 88 53 SATHAISPAT 46 SATIN 46 16 72 SOTL 44 SBIN 33 SCHNEIDER 5 46 SEINV 84 SEAMECLTD 67 SELAN 73 SEQUENT 70 SESHAPAPER 6 SETCO 19 75 37 SHAKTIPUMP 69 SHALPAINTS 88 SHANKARA 6 SHANTIGEAR 71 SHARDACROP 6 SHARDAMOTR 25 72 SFL 39 SHEMAROO 35 73 SHILPAMED 13 SHILPI 84 SCI 63 SHIRPUR-G 16 87 SHIVTEX 6 SHIVAMAUTO 80 SHOPERSTOP 16 SHREECEM 16 19 SHREEPUSHK 87 70 RAMANEWS 85 RENUKA 70 SHREYANIND 84 SHREYAS 46 SHRIRAMCIT 78 SHRIRAMEPC 6 SHRIPISTON 46 SRTRANSFIN 24 -

Ticker

Company

539252 Shyam Century Ferro 533014 Sicagen India 520086 Sical Logistics 500550 Siemens Ltd. 512131 Signet Industries 521194 SIL Investments Ltd. 523838 Simplex Infrastructu 523023 SinclairsHotels 505729 Singer India 502742 Sintex Industrie 532795 SITI Networks 503811 Siyaram Silk 533206 SJVN Ltd. 500472 SKF India 539861 SKIL Infrastructure 538562 Skipper Ltd. 532143 SKM Egg Produc SKMEGGPROD 532419 Smartlink Network 505192 SML Isuzu Ltd. 532815 SMS Pharmaceuticals 538635 Snowman Logistics Lt 532784 Sobha 532725 Solar Industries Ind 507514 Som Distilleries 531548 Somany Ceramics Ltd. 520057 Sona Koyo Steer. 532221 Sonata Software 533520 SORIL Holdings 532679 SORIL Infra Resource 516108 South India Pape 532218 South Indian Ban 534425 Speciality Restauran 590030 SPIC 517214 Spice Mobility L 500285 Spicejet Ltd. 500402 SPML Infra 533121 SQS India BFSI 507753 Sree Rayalaseema Alk 532842 Sree Rayalaseema Hi535601 Sreeleathers Ltd. 523756 SREI Infrastructure 503806 SRF Ltd. 534680 SRG Housing Finance 530943 Sri Adhikari Bro 513605 Srikalahasthi Pipes 536799 SRS Finance Ltd. 533305 SRS Real Infrastruct 531723 Stampede Capital 530017 Standard Indust 516022 Star Paper Mills 512531 State Trading 500113 Steel Authority 513517 Steel Cast 534748 Steel ExchangeIndia 513262 Steel Strips Wheels 533316 STEL Holdings 530759 Sterling Tools L 532374 Sterlite Technologie 504959 Stovec Indus. 532531 Strides Shasun L 526951 Stylam Industries 532348 Subex Ltd. 517168 Subros Ltd. 506655 Sudarshan Chem. 524542 Sukhjit Starch & 514211 Sumeet Industrie 533306 Summit Securities 532872 Sun Pharma Advanced 524715 Sun Pharma. 532733 Sun TV Network Ltd. 520056 Sundaram Clayton 500403 Sundaram Fasten. 590071 Sundaram Finance 590072 SundaramBrakeLining 500404 Sunflag Iron 532711 Sunil Hitech Enginee 530845 Sunshield Chemic 535141 Sunstar Realty Devel 512179 Sunteck Realty Ltd. 512527 Super Sales India 523283 Superhouse Ltd. 532509 Suprajit Enginee 509930 Supreme Inds. 532904 Supreme Infrastructu 500405 Supreme Petroche 500336 Surya Roshni Ltd 521200 Suryalakshmi Cot 532782 Sutlej Textiles & In 530239 Suven Life Sciences 537259 Suyog Telematics 532667 Suzlon Energy Ltd. 535621 SV Global Mill Ltd. 505590 SVP Global Ventures 503310 Swan Energy Ltd. 500407 Swaraj Engines 532051 Swelect Energy Syste 517385 Symphony 532276 Syndicate Bank 539268 Syngene Internationa

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

Ind. Code

NSE Code

41 SHYAMCENT 88 SICAGEN 57 SICAL 37 SIEMENS 72 SIGNET 46 SILINV 24 SIMPLEXINF 51 88 30 SINTEX 39 SITINET 87 SIYSIL 76 SJVN 10 SKFINDIA 24 SKIL 37 SKIPPER 40 22 SMARTLINK 8 SMLISUZU 73 SMSPHARMA 57 SNOWMAN 24 SOBHA 64 SOLARINDS 11 SDBL 18 SOMANYCERA 6 SONASTEER 23 SONATSOFTW 80 SORILHOLD 80 SORILINFRA 70 43 SOUTHBANK 51 SPECIALITY 42 SPIC 86 SPICEMOBI 1 78 SPMLINFRA 23 SQSBFSI 20 19 SRHHYPOLTD 55 SREEL 46 SREINFRA 87 SRF 45 39 SABTN 53 SRIPIPES 46 24 46 STAMPEDE 20 SIL 70 STARPAPER 88 STCINDIA 53 SAIL 15 53 6 SSWL 46 STEL 37 STERTOOLS 13 STRTECH 38 73 STAR 54 23 SUBEX 6 SUBROS 31 SUDARSCHEM 40 87 SUMEETINDS 46 SUMMITSEC 64 SPARC 73 SUNPHARMA 39 SUNTV 6 SUNCLAYLTD 6 SUNDRMFAST 46 SUNDARMFIN 6 SUNDRMBRAK 53 SUNFLAG 78 SUNILHITEC 19 24 24 SUNTECK 87 55 SUPERHOUSE 6 SUPRAJIT 75 SUPREMEIND 24 SUPREMEINF 72 SUPPETRO 53 SURYAROSNI 87 SURYALAXMI 87 SUTLEJTEX 73 SUVEN 86 38 SUZLON 24 87 87 SWANENERGY 37 SWARAJENG 33 SWELECTES 25 SYMPHONY 44 SYNDIBANK 64 SYNGENE

Ticker 531426 532390 532890 505160 533200 500777 532790 519091 500770 532301 500483 532540 500408 500800 501301 513434 500570 500400 513010 500470 532371 533393 540212 532262 532349 523301 533553 539658 532755 533281 532804 533216 505400 533326 532845 533158 531373 522073 540210 500260 530199 500411 500412 500413 539871 590005 536264 505196 507205 532856 500414 522113 504966 532966 500114 500420 532779 526650 526582 532928 506687 500251 505854 534369 521064 517562 505978 532356 533655 507747 517506 504973 532515 540083 532800 532513 532343 509243 500464 532505 530131 500148 539141 530363 533644 539874 538706 506685 532538 500231 506690 532477 500429 532646 507878 533171 532478 522014 532432

Company

T Nadu Newsprint Taj GVK Hotels & Res Take Solutions Ltd. Talbros Auto. Talwalkars Better Va Tamilnadu Petroprod Tanla Solutions Tasty Bite Tata Chemicals Tata Coffee Ltd. Tata Communications Tata Consultancy Tata Elxsi Ltd. Tata Global Beverage Tata Investment Tata Metaliks Tata Motors Ltd. Tata Power Co. Tata Sponge Iron Tata Steel Tata Teleservices (M TCI Developers Ltd. TCI Express TCI Industries L TCI Ltd. TCPL Packaging TD Power Systems Ltd TeamLease Service Tech Mahindra Ltd. Techno Electric & En Technocraft Industri Technofab Engineerin Texmaco Infrastructu Texmaco Rail & Engin TGB Banquets Thangamayil Jeweller The Byke Hospitality The Hi-Tech Gears The Mandhana Retail The Ramco Cements Themis Medicare Ltd. Thermax Thirumalai Chem. Thomas Cook (I) Thyrocare Tech. Tide Water Oil Tiger Logistics (Ind TIL Ltd. Tilak Nagar Ind Time Technoplast Ltd Timex Group India Timken India Ltd Tin Plate Co. Titagarh Wagons Ltd. Titan Company Torrent Pharmac Torrent Power Ltd. Tourism Finance TPL Plastech Ltd. Transformers & Recti Transpek Indus. Trent Ltd. TRF Ltd Tribhovandas Bhimji Trident Ltd. Trigyn Technolog Triton Valves Triveni Eng.&Ind.Ltd Triveni Turbine TTK Healthcare Ltd. TTK Prestige L Tube Investments TV Today Network Ltd TV Vision TV18 Broadcast TVS Electronics TVS Motor Co. Ltd. TVS Srichakra Lt Ucal Fuel System UCO Bank Udaipur Cement Works Uflex Ltd. UFO Moviez India Ltd Ugar Sugar Works Ujaas Energy Ujjivan Financial Ultracab (India) Ltd Ultramarine Pig. UltraTech Cement Umang Dairies Ltd. Unichem Labs Union Bank of In Uniphos Enterprises Uniply Industries Unitech Ltd. United Bank of I United Breweries Ltd United Drilling Tool United Nilgiri Tea United Spirits

Ind. Code

NSE Code

70 TNPL 51 TAJGVK 23 TAKE 6 TALBROAUTO 64 TALWALKARS 40 TNPETRO 23 TANLA 40 TASTYBITE 20 TATACHEM 74 TATACOFFEE 65 TATACOMM 23 TCS 23 TATAELXSI 74 TATAGLOBAL 46 TATAINVEST 53 TATAMETALI 8 TATAMOTORS 76 TATAPOWER 53 TATASPONGE 53 TATASTEEL 65 TTML 24 TCIDEVELOP 57 TCIEXP 88 89 TCI 60 34 TDPOWERSYS 64 TEAMLEASE 23 TECHM 38 TECHNO 53 TIIL 78 TECHNOFAB 24 TEXINFRA 38 TEXRAIL 51 TGBHOTELS 29 THANGAMAYL 51 BYKE 6 HITECHGEAR 80 TMRVL 16 RAMCOCEM 73 THEMISMED 37 THERMAX 19 TIRUMALCHM 64 THOMASCOOK 50 THYROCARE 59 TIDEWATER 57 88 TIL 11 TI 68 TIMETECHNO 25 10 TIMKEN 62 TINPLATE 38 TWL 25 TITAN 73 TORNTPHARM 76 TORNTPOWER 46 TFCILTD 75 TPLPLASTEH 77 TRIL 19 80 TRENT 38 TRF 29 TBZ 87 TRIDENT 23 TRIGYN 6 85 TRIVENI 34 TRITURBINE 73 TTKHLTCARE 25 TTKPRESTIG 28 TUBEINVEST 39 TVTODAY 39 TVVISION 39 TV18BRDCST 22 TVSELECT 5 TVSMOTOR 90 TVSSRICHAK 6 UCALFUEL 44 UCOBANK 16 68 UFLEX 39 UFO 85 UGARSUGAR 35 UJAAS 46 UJJIVAN 12 31 16 ULTRACEMCO 40 UMANGDAIRY 73 UNICHEMLAB 44 UNIONBANK 88 UNIENTER 54 UNIPLY 24 UNITECH 44 UNITEDBNK 11 UBL 37 74 UNITEDTEA 11 MCDOWELL-N

Ticker

Company

507458 UnitedBreweries(Hol) 504212 Universal Cables 512070 UPL 517146 Usha Martin Ltd. 511736 Ushdev Internati 513216 Uttam Galva Steels 532729 Uttam Sugar Mills 500254 Uttam Value Steels 539123 V B Industries 534976 V Mart Retail 532953 V-Guard Ind.Ltd. 532867 V2 Retail 533269 Va Tech Wabag Ltd. 532320 Vaarad Ventures 519156 Vadilal Indus. 532156 Vaibhav Global Ltd. 511431 Vakrangee 540145 Valiant Organics Vardhman Acrylics Lt 500439 Vardhman Holdings 514175 Vardhman Polytex 534392 Vardhman Special St 502986 Vardhman Textiles Lt 540180 Varun Beverages Ltd. 533156 Vascon Engineers Ltd 500295 Vedanta 505232 Veljan Denison 523261 Venky’s (India) Ltd. 512229 Veritas (India) Ltd. 520113 Vesuvius India 539331 Veto Switchgears & C 537524 Viaan Industries 511389 Videocon Industries 531717 Vidhi Specialty Food 532401 Vijaya Bank 530961 Vikas Ecotech L 519307 Vikas WSP 524394 Vimta Labs Ltd. 524200 Vinati Organics 517015 Vindhya Telelink 532613 VIP Clothing 507880 VIP Indus. 511726 Vipul Ltd. 532372 Virinchi L 534741 Virtual Global Edu 532721 Visa Steel 509055 Visaka Indus. 538598 Vishal Fabrics Ltd. 516072 Vishnu Chemicals 532660 Vivimed Labs 536128 VKJ Infradevelopers 511333 VLS Finance L 522122 Voith Paper Fabrics 532757 Voltamp Transformers 500575 Voltas Ltd. 539118 VRL Logistics Ltd. 509966 VST Industries 531266 VST Tillers Tr 533023 WABCO India 507410 Walchandnagar 508494 Warren Tea 523660 Waterbase Ltd. 517498 Websol Energy System 533452 Weizmann Forex 532144 Welspun Corp 532553 Welspun Enterprises 514162 Welspun India 505412 Wendt India 500444 West Coast Paper 505533 Westlife Development 590073 Wheels India Ltd. 500238 Whirlpool of Ind 526586 Wim Plast Ltd 522029 Windsor Machines 514470 Winsome Textile 524758 Wintac Ltd. 507685 Wipro Ltd 532300 Wockhardt Ltd. WOCKPHARMA 538268 Wonderla Holidays Lt 505872 WPIL Ltd. 532616 Xchanging Solutions 511012 Yamini Investments 532648 YES Bank Ltd. 522108 Yuken India 539963 Zeal Aqua 505537 Zee Entertainment En 533287 Zee Learn Ltd. 532794 Zee Media Corp 533339 Zen Technologies Ltd 532039 Zenotech Laboratorie 504067 Zensar Technologies 505163 ZF Steering Gear 531404 Zicom Electronic 521163 Zodiac Clothing 534742 Zuari Agro Chemicals 500780 Zuari Global 531335 Zydus Wellness Ltd.

Ind. Code

NSE Code

88 UBHOLDINGS 12 UNIVCABLES 71 UPL 53 USHAMART 88 53 UTTAMSTL 85 UTTAMSUGAR 53 UVSL 46 80 VMART 33 VGUARD 80 V2RETAIL 37 WABAG 46 40 VADILALIND 29 VAIBHAVGBL 23 VAKRANGEE 19 87 VARDHACRLC 46 VHL 87 VARDMNPOLY 53 VSSL 87 VTL 11 VBL 24 VASCONEQ 63 VEDL 21 49 VENKEYS 37 64 VESUVIUS 12 VETO 47 25 VIDEOIND 31 VIDHIING 44 VIJAYABANK 81 VIKASECO 64 64 VIMTALABS 19 VINATIORGA 13 VINDHYATEL 87 VIPCLOTHNG 75 VIPIND 24 VIPULLTD 23 82 53 VISASTEEL 17 VISAKAIND 87 19 VISHNU 73 VIVIMEDLAB 24 46 VLSFINANCE 87 77 VOLTAMP 30 VOLTAS 57 VRLLOG 40 VSTIND 9 VSTTILLERS 6 WABCOINDIA 38 WALCHANNAG 74 4 33 WEBELSOLAR 46 WEIZFOREX 53 WELCORP 24 WELENT 87 WELSPUNIND 37 WENDT 70 WSTCSTPAPR 51 6 WHEELS 25 WHIRLPOOL 75 38 WINDMACHIN 87 73 23 WIPRO 73 64 37 23 46 43 37 4 39 23 39 23 73 23 6 33 87 42 42 40

WONDERLA XCHANGING YESBANK ZEEL ZEELEARN ZEEMEDIA ZENTEC ZENSARTECH ZICOM ZODIACLOTH ZUARI ZUARIGLOB ZYDUSWELL

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Cover Story

A Complete Guide For The New Investors On

D-Street

 In her late-thirties, Deepanwita Mukherjee of posh

Tollygunge area in Kolkata has managed to built a good amount of corpus saving from her income working in a British firm. She always wished to get into the stock markets as a retail investor but had to avoid it since some of her close friends advised her to stay away from what they termed as speculative income. As markets are hovering around their all-time highs these days, Mukherjee could figure out her friends were not really well informed and she paid the price missing the bus. How to go about it now, she wonders. As a potential new investor in the equities, she has several questions making rounds in her mind--how to open a DEMAT account, how to link it with her bank account, what will be taxes on her income from stock investments, how safe is it, is there a watchdog and grievances redressal forum and many such. Mukherjee is now all set to enter the markets as a retail investor but she has decided not to take so-called advises from friends but from some reliable sources.

  A resident of suburban Mumbai, Ashish Arora also

wants to take the equity route to build a sound savings basket for his future as he inching towards 40. Like Mukherjee, DSIJ.in

Even as the equity markets are hovering around their all-time highs, the big question which has been making rounds around the investing community in India is: whether this is the right time to enter the markets or time to book profit and exit for now, only to reenter at a later stage. And then there is this big question in the mind of the aspiring investors: should we or should not? Subhajit Bhattacharya and Nikita Singh team up with Karan Bhojwani to work on this dilemma and here is what they have got for you; Arora too is confused about getting into the markets though he had opened a DEMAT account two years back but had never operated it. Arora has started believing markets are at this time at a steep high level but entering markets at this juncture may boomerang his intentions. He has been waiting for taking the equity bus only after markets shred significant points from here. Is it too late or is it the right time--he ponders everyday. And there are thousands of aspiring retail investors like Mukherjee from Kolkata or Arora from Ghatkopar. Biting their nails, they have been waiting to enter the markets, and their waiting is just evolved around the phrase, 'right time.' Some of them are even too confused about going with the basics, like, opening a DEMAT account, knowing how things move in the markets, the do's and don'ts, how does market regulator SEBI acts when it comes to issues related to handling investors' grievances, the good, bad and uglies of the Dalal Street and so on and so forth. For the aspiring ones and also for the semi-seasoned ones, this report brings in exhaustive information helping the ones awaiting on the reserve-bench. MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

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Cover Story Unfortunately due to lack of wide-scale of investors' awareness and education, the stock markets are still not the 'favourite' investment spots for several investors. Countrymen have a love, hate relationship with the stock markets and worse is, some even term it as instruments for legitimate speculations. A minimum percentage of investors operate their DEMAT accounts even if the country's population has been inching towards clocking 150 crore. As per a recent research tabled by a leading market research organisation only 2 per cent of the Indian investors invest their money on the equities. In fact, investing in equities is as simple as opening a fixed deposit in a bank and watch it grow. Once the initial stigma is addressed, one can easily create wealth over a period of time taking the Dalal Street route.

So how do you really start it: Build the basics - Primary Account Number (PAN) is the access card that opens the door of the markets to a beginner. The 10-digit alphanumeric number empower investors with multiple financial abilities and helps them to become an integral part of the country’s tax regime. PAN is the foremost instrument which is needed to invest in the shares in India. And following the recent stringent policies formulated by government of India, a large chunk of the population is now armed with a PAN and majority of our fellow countrymen also having AADHAR cards. So if you are armed with both PAN and AADHAR, things become easier--just opt for e-KYC and it would not take you over five minutes to open a DEMAT account, having both trading and DP facilities. While opening the account, just be sure you are doing it with a broking firm, bank having such facilities of repute. After all, it is all about your hard-earned money. Borrow Wisdom- Once you have your DEMAT account opened and the password too has been sent across to you, just log in, connect your savings account with it, transfer the money you wish to invest in the equities, even in Mutual Funds. Now get set go. Read, watch the experts talking, track the companies, keep a tab on the

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commercials shared by the listed companies with public, know more about the companies where you are planning to invest your hard-earned money, once you buy the shares, do not just forget about them--see them growing also. But as a new investor one must consult authorised agents or institutions those are listed with SEBI or Securities and Exchange Board of India. With the rise of the digitisation, several newcomers in the market also trade through various online platforms that are available in the market. And then you always have trusted, most-believed Dalal Street Investment Journal by your side. We work just for you.

depositories in India NSDL and CDSL. NSDL stands for National Security Depository Limited and CDSL stands for Central Depository Services Limited. Dream Big- Unique Identification Number is another weapon which will help an investor to soar. This number is required by the investors to trade for `1,00,000 or more at a single time. If a newcomer aspires to become the wolf of the market then he or she needs to have an UIN.

Trading account is like an intermediary that aids the buying and selling of shares. Normally professional hands take care of all this. DEMAT account and trading account are opened simultaneously for a new trader as these two tools provide a professional platform to an investor.

Communication Holds The Key- As a new trader, it is always important to communicate and consult with the agent. One must stay in regular touch with the broker and must understand the condition of the market before shelling out the hard earned money. Taking confident decisions is only possible if a new investor can get a proper guidance from the agent.Understanding the process of operating of the markets and operations taking the right call at the right moment can change the destiny a building investor. The buying of selling of the shares must be done through an authorised agent and buying and selling order remain active till a certain period of time. If during that stipulated time the buy or sell price does not reach the expected price then the order stands invalid. The buying and selling of the stocks happen in the bourses that are NSE and BSE that is Bombay Stock Exchange and National Stock Exchange. The buying and selling of the shares and commodities happen in these two exchanges of India.One must be specific about the exchange in which he or she wants to trade. However, brokers or the consultants are the best people to understand the psyche of the market.

Understand The Importance Of Depository Participants- The role of depository participants is equally important for the newcomers in the trade. As demat account tracks the health of the shares bought by a new investor and trading account helps to sell or buy shares, the depository account helps the market neophyt by holding the shares one purchased and by releasing the shares that a shareholder sold. There are two

Stay Alert, Stay Calm- Holding emotions is the key to success. Be a positive thinker but never get driven by emotions. Experts believe that a newcomer must not get carried away by the sporadic movements of the shares. It might lead them to a financial disaster. The skyline of the stock market changes and evolves every day every second, so it's better to hold the horses to stay afloat on the bourses.

Trade Like A Pro- The DEMAT will hold the stocks or shares in the name of the new investor. It will reflect the stock portfolio of the budding investor and will help to analyse investment patterns and the profits that the investor has fetched from the market. Shares cannot be held in physical form they need to be in dematerialised state or DEMAT state. The DEMAT account will keep the tracks of the shares that an investor bought from the market through an authorised agent. Apart from buying shares, one can also sell shares from the DEMAT account. As an investor one can never expect to get a physical share certificate but all the transaction details will be reflected on the DEMAT account statement.

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A.K.Prabhakar, Head –Research, IDBI Capital Markets & Securities  A New Investor Should Avoid Turnaround Stocks What, in your opinion, has attributed to such an extraordinary growth in the Indian stock markets? Liquidity, and no major avenues to invest. Is one of the main reason for the market to trade at such a high valuation, as Gold and Real estate giving negative returns with interest rate lowest in many years, there is a huge flow of domestic liquidity. In the last 4years earning has been flat as no major Capex has happened, But going forward the earning can see 15% CAGR growth in next three year. With demonetisation and GST would help, conversion from unorganised to organised sector. How do you think the markets are likely to go forward from here? What are some of the geopolitical factors that will influence the markets the most, in the recent times? The market should head higher from current levels 37000 by FY end and 55000 by 2020-2021 looks more likely. Geopolitical tension is always headwinds for markets with the more protectionist

attitude displayed by world leaders is also slowing global growth. India is benefitting from low energy prices and reforms process. There has been sector rotation in the market in the past, going forward which sectors according to you are likely to trend in the coming years? Power, IT sector, dairy, plastics are the few sectors which can do very good. What is the foremost fact that a new investor must consider before investing in the stock market right now? What is the strategy that you suggest? New investor focuses on quality with growth, avoid penny stock as in bull market many investors like to buy the stock below `50 hoping that it would double faster. A new investor should avoid turn around stocks as it needs lots of research and follow up. Attend AGM of companies which you have invested and reading balance sheet on regular basis will help in understanding the company better.

Part II

Talk to SEBI: If you have issues related to your broking firms where you have your accounts, companies in which you have invested your money and in spite of reaching out to them in case of a crisis, if they don't respond to you and sort out the issues, you can also reach market regulator SEBI. A proactive watchdog like SEBI has earmarked cells to investors' issues and most of the times if the complaints, grievances are found to have substantial reasons, SEBI acts in favour of the investors. So you are not alone in your journey on the Dalal Street. DSIJ.in

Now, lets discuss whether this is the right time to enter the markets, invest your money in the equities and where the markets may go from here. TIME TO REPAIR THE ROOF WHEN THE SUN IS SHINING The BSE’s bellwether index Sensex scaled a record high, crossing its important psychological mark of 30,000. The Sensex has crossed the level of 30,000 twice in intra-day trades previously. It crossed the 30K landmark for the first time in March 2015, but it took almost a span of two years to cross the level for the second time in the first week of April 2017. However, this has been the first time it has closed above the 30,000 level. The National Stock Exchange’s Nifty50, too, posted a record high. The BSE’s Sensex has rallied about 12 per cent in 2017 so far. The National Stock Exchange’s Nifty50 has rallied over 13 per cent in 2017. The equity assets under management of mutual fund houses are soaring in valuations. Systematic Investment Plans (SIPs) in mutual funds are registering new records. IPOs are being oversubscribed multiple times. Now, let’s go into a flashback. In the month of September 2016, after registering a swing high of 8968.70, Nifty corrected almost 1000 points and registered a low of near about 7900 in a span of just 3-4 months. Looking at this steep fall in a short span of time and analysing the global environment and domestic events, a large section of the investing public stayed away from the market. This was because investors were worried about the possibility that this may not be a normal correction, but the market may be heading for a big crash, similar to the crash witnessed in 2008. Panic gripped Dalal Street and most of the small investors remained on the sidelines, either afraid to venture into the stock market due to their previous bad experience, or unconvinced about the revival story, or maybe both. A confident few likely even shorted the market. However, history shows this is the most classic mistake investors make, when MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

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Cover Story Alok Agarwala, Sr VP & Head – Investment Analytics at Bajaj Capital Limited  Market Has Still Space For The New-Comers What should a new investor keep in mind while entering equity markets, especially when it comes to stock investments? First and foremost, a new investor must be mindful of the valuations. His entire experience from stock markets depends on this. Two investors, the first one entering in Jan 2008 and the other in Sep 2013 will have drastically varying experiences, purely because of the valuations. I know it looks easy with the benefit of hindsight, but the fact remains.

for a cheery consensus”. Avoid the hottest theme or stock in the market, the one that everyone is talking about as the next best thing. Chances are that the stock has already run its course and one may end up buying at the peak.

Secondly, it is important to do a proper analysis of the stock one is investing in. One must do the research before investing and not after. Most new investors first buy a stock on tips & rumours from a “friend” and then do the research in trying to justify why they should hold the stock even when it is falling.

Do you think the markets still have space to accommodate more new investors, first-time investors? As a country, we are underpenetrated in terms of reach of equities. Total number of demat accounts in India were at 2.71 crore as at end Dec 2016, forming a meagre 2% of the population. The exposure to shares by Indian households as a percentage of Gross Financial Savings, was miniscule at 6% in 2015 (source: www.eelweiss.in). FPIs hold almost 50% of the free float in the markets. Our market cap to GDP ratio is quite low as compared to the world. This leaves a huge space for new investors in the equity markets.

Thirdly, patience pays. Spend a lot of time in researching a stock. As much time as you would spend before starting a new business. Once bought, one must

What, in your opinion, has attributed to such an extraordinary growth in the Indian stock market? The current upside has been led by

Balanced funds are the most aggressive (in terms of potential returns and risk) among the three categories discussed. With a net portfolio exposure of 65-75% to equity (even these funds get taxed as Equity instruments only), the potential returns as well as risk is also higher. have the patience to hold the stock till the reasons for buying the stock cease to exist. The market provides temptations to buy or sell every day. It is important to resist these temptations. Fourth, as Warren Buffett would say, “You pay a very price in the stock market

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multiple factors but mainly by liquidity – global as well as domestic. Improving global growth and trade and receding fear over inflation and rate hikes in USA led to a RISK-ON rally across the globe with investor capital flowing in risky assets like Commodities & Emerging market Equities & Bonds. On the

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domestic front, demonetization policy led to a liquidity glut in the banking system driving yields on fixed income instruments lower. The poor performance of physical assets like Real estate and Gold in the last few years has also led to a shift in investor preferences towards financial assets through vehicles such as Mutual Funds. In fact, Equity Mutual fund schemes have seen record inflows in the last few months. The SIP book alone contributes close to `4500-4600 crores of inflows every month. As rates on bank deposits, the traditional household savings instrument, fell, investors shifted towards Equities in search for better returns. Domestic Political stability, a reform oriented government, recent election wins and upcoming game changer reforms such as GST only provided the necessary fillip to the case for equities. What is the ideal investment strategy a new investor should adopt while investing in the stock market? What are the top instruments that are relatively safer to invest in for a new investor? The ideal investment strategy changes as per the prevailing conditions in the market. Lot of people say that every time is a good time to invest in Equities, but ask that to people who invested in January 2008. Their returns (CAGR) would be in single digit, even after 9 years. Not that I am comparing today’s situation with that in January 2008. No way. But one must never ignore the valuations, while investing. Valuations today are in the stretched zone, by most standards. In this situation, it is better invest in a staggered manner. Mutual Funds remain by far the best way to invest in Equity markets for the new investor. A 6-12 month Systematic Transfer Plan (STP) in DSIJ.in

a Multi cap Diversified Equity Fund is an ideal way to start investing at this point in time, provided one has a long enough investment horizon (min. 7-10 years). Systematic Investment Plan (SIP) remains the best way to invest for an investor who doesn’t have lumpsum amount at his disposal but wants to build a decent corpus over the long term by investing his monthly savings. For a person wanting to invest lumpsum in equities, he/she should be ready to bear sharp downsides in the short term and must have a very long term horizon, upwards of 10 years. When it comes to relative safety, MIPs, Equity Savings funds and Balanced funds compare favorably to pure equity funds. MIPs generally invest 15-25% of their portfolios in Equity and rest in Fixed Income products. The have generally provided returns about 2% higher than inflation over periods of 3-5 years or more. The problem with MIPs is that they are taxed as Fixed Income instruments. This is where Equity Savings funds come into the picture. Though they have more than 65% of portfolio in stocks (thereby allowing them to be treated as Equity investments for Income tax purposes), the net equity exposure in these funds is managed between 30-65% (depending on the fund manager’s outlook for equities) by way of hedging done through Equity Derivative instruments. This ability to reduce net equity exposure without changing the tax treatment / status is what makes Equity Savings Funds a very popular category in mutual funds. Due to the higher equity allocation, the post-tax Returns from Equity Savings funds are likely to be higher than MIPs. Even risk is slightly higher but the risk reward is much better due to the tax arbitrage. Balanced funds are the most aggressive (in terms of potential returns and risk) among the three categories discussed. With a net portfolio exposure of 65-75% to equity (even these funds get taxed as Equity instruments only), the potential DSIJ.in

returns as well as risk is also higher. Balanced funds have been known to deliver returns that the just marginally lower than diversified equity funds but at a much lower risk than pure equity funds. As compared to pure Equity funds, Balanced funds carry a superior risk reward over the medium term (5-7

theme that will continue as an aspirational India keeps rising up the per-capita income ladder. Huge government spending on roads and transportation sector, improvement in power infrastructure and availability and the upcoming GST regime shall be a game changer for the

The poor performance of physical assets like Real estate and Gold in the last few years has also led to a shift in investor preferences towards financial assets through vehicles such as Mutual Funds. In fact, Equity Mutual fund schemes have seen record inflows in the last few months. years) but the risk is generally higher than that in MIPs and Equity Savings Funds. Historically, we have seen there has been sector rotation in the market, going forward which sectors according to you are likely to trend in the coming years? The few themes that are likely to drive markets going forward are – Banking & Financials, Domestic Consumption (mainly Consumer Discretionary), Transportation & Logistics and Manufacturing. Traditionally defensive sectors such as FMCG, Pharma and IT are unlikely to do well amid volatile global growth scenario, geo-political risks and rising protectionism. Highly leveraged sectors such as Construction, Real Estate Developers and Capital Goods are also unlikely to do well. In Banking & Financials, the ongoing digitization and formalization of the economy (post demonetization) provides a huge scope for both Private banks and retail lending NBFCs including those lending to home buyers. PSU banks are more of a play on recovery from a low base in the wake of poor credit demand and over-leveraged corporate balance sheets. Consumer Discretionary is a

Transportation, Logistics and Manufacturing sectors. How do you think the recent reforms of the government will affect the stock market? The reforms have affected the stock markets positively so far and that is one reason why markets have given good returns in the recent past despite tepid earnings growth. GST, Demonetization (yes, I would call it a BIG reform), RERA Act, Bankruptcy Code, changes in the FDI policy, the recent NPA Resolution policy (cabinet approved it as an ordinance – awaiting President’s approval), all have been taken very positively by the markets. Some people fear that GST implementation may lead to temporary disruption in trade, but beyond it, it is going to be a landmark reform for the Indian economy. My biggest hopes though are from the NPA Resolution Policy or whatever else the Government or RBI may bring in future, to resolve the NPA issue. The one thing that is keeping growth from accelerating, despite an extremely favorable macro environment, is over leveraged corporate balance sheets, poor asset quality of banks and consequent poor credit growth.

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Cover Story they try to time the market, rather than putting ‘time in’ market. But there are few who follow the principles of investing earnestly and viewing this correction as a right opportunity, they parked their money systematically in the market as they are aware corrections are part and parcel of the investment process—they come and go. It is imperative to take a deep breath and realise that what is most important for building wealth is not ‘timing’ the market but rather ‘time in’ the market. “You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets,” says Peter Lynch. If you are among such investors who have missed this rally, you are likely to be in a tight spot. You can see the perks that patient investors are obtaining and you want to get a slice of the pie. However, if you are trying to catch the wave, be mindful of what you are getting into. In the past we have seen instance where people ended up taking hasty decisions in order to make up for the lost opportunities. In this report that follow, we lay out a path for all those who have been left behind by the charging bulls. Before starting, let us look at how the equity markets have performed in comparison to other asset classes in the past 5 years.

Returns from Investment Assets: A Comparison Last 5 years CAGR Equity 8.68% Gold -0.67% Real Estate* 2.34% Silver -2.47% Deposits 6.96% *Real Estate is considered from the year 2012-2015

In the above table, we have calculated 5-year CAGR returns of equity, gold, silver and FDs from May 2013 to May 2017, whereas, the real estate CAGR return is from the year 2012-2015.The above table provides us with enough evidence that equities have outperformed all other popular assets in the past 5 years or so. However, in the above calculation we have considered the BSE’s benchmark index Sensex returns, but the index returns do not take into consideration dividend received, variation in performance of individual stocks within the indices and divergence in performance of sectoral indices from the benchmark and of small and mid cap stocks that do not qualify for inclusion in the indices. Robert G. Allen has said “How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”

for some more time before I start investing. If you are looking at it when stocks are scaling higher, you may think it is too expensive at the moment and I should wait for prices to come to my comfort zone. Actually, neither time is necessarily good or bad if you are investing in a good quality stock with a long term horizon. Long term may be ranging from period anywhere between say 2-5 years. No one can predict with any degree of certainty in which direction the stock prices will move at any given time, but over the long term, the stock market has delivered healthy returns and historically we have seen every bear market is followed by a strong bull market.

Equities are the place to be for long term: A comparison of 5 years data of different asset classes!

At this moment, most investors who have missed the rally would have numerous questions running through their minds. We have penned down some of the important questions along with detailed answers to help them get started.

How much should I invest? Another important question which many new investors find challenging is how much should invest in the market? We have seen in the past that due to the lure of making big money in a short span of time people end up taking hasty decisions in the stock market. We have heard stories of people taking loans and margin funding to invest in the stock market in order to turn rich overnight. Investors should know one of the most important rules of investing is the close relationship between risk and returns. Without risk, there can be no returns. Hence, one should invest up to an extent which he is ready to risk. Because if you invest more than what you can afford to risk, you may end up in a panic situation, and if you panic, you’ll never able to get good returns in the market.

In India people have various asset classes to park their surplus fund. Following is the list of the asset classes available for investments: 1. Fixed Deposits(FDs) 2. Equities / Mutual Funds 3. Gold 4. Silver 5. Real Estate In the abovementioned options available for investment, fixed deposits (FDs) are categorised as fixed income securities as FD carries a fixed rate of interest, others such as equities, real estate, gold and silver are known as variable income assets.

Is this the right time to start investing in the stock markets? Warren Buffett, one of the greatest investors, says “I have no idea what the stock market is going to do tomorrow or next week or next year, I know how to pick out reasonable business to own over a long period of time”. Frequently we have seen people attempt to time the market. Getting the tops and bottoms is a myth. Truth be told, in doing so, a large number of individuals have lost far more money than people who have profited. If you are looking at the stock market during a steep falls, you may think the market may fall further and I should wait

What is an ideal investment strategy? “The individual investor should act consistently as an investor and not as a speculator,” says Ben Graham. We are all aware that market does not move in a straight line or in one way. Markets are always prone to volatility and recently, we had seen that before the start of this scintillating rally, there was high volatility in the market. Hence, if you are an investor starting your journey in the stock market and you don’t know which investment strategy you should adopt, here are some suggestions. You can start investing a fixed amount of money on a

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monthly basis, where you buy some shares every month for a fixed amount. This means irrespective of market movement, you need to invest a fixed amount each month, whether the market is rising or falling, you need to invest fixed amount. Now, how does it help you? Let us assume you are allocating `10,000 per month and the market is moving higher and you buy some shares at higher prices. Now, after a couple of months, the market turns volatile and prices drift lower. This will help you to buy shares at lower prices and, additionally, you can buy a number of units in the same fixed monthly amount because the prices have drifted lower. This helps to mitigate the risk and you’ll have an opportunity to average the cost of your investment. Another investment strategy which a new investor can adopt is through SIPs (Systematic Investment Plans). With SIPs you can invest money at regular intervals and this money will finally grow into a large sum over a period of time. The most likeable quality about SIP is that you can start investing with a small amount. However, people who are looking to deploy a lump sum amount could buy in a segregated manner, that is, he/she can deploy in three-four tranches, or else they can diversify their portfolios. Why should one have diversified investment portfolio? We have heard about this famous age-old proverb “Don’t put all your eggs in one basket”. This holds true for investments as well. Hence, a portfolio should be well-diversified. What is diversification? Diversification is the practice of spreading your investments around so that your exposure to any one stock is limited. This practice is designed to help reduce the volatility of your portfolio over time. Why should one diversify? Let’s say, you have a portfolio of only pharmaceuticals stocks. In the last one year or so, stocks of Indian pharmaceuticals companies have taken a beating and have underperformed the benchmark indices as pharmaceutical companies have faced regulatory issues. So a portfolio which is highly concentrated with pharmaceuticals stocks would have experienced a noticeable drop in value, despite the DSIJ.in

benchmark indices moving higher. However, if you had counterbalanced the pharmaceuticals stocks with a banking and FMCG stocks, only a small portion of your portfolio would have been affected. Hence, diversification of investment portfolio helps to mitigate risk, while potentially improving investment returns. But remember

thinking that the sky is falling, just remember these corrections are a routine thing that happens all the time in the market. “Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock market,” advises Buffett. We’ll share two charts for you to look at, which one looks scarier to you?

diversification is good, but wide diversification is injurious to portfolio health. As the legendary investor Warren Buffett has said “Wide diversification is only required when investors do not understand what they are doing.” How to deal with extreme volatility?

Above is the weekly chart of Nifty. In the above chart, we could easily see that after a strong bull run, there is a major correction and there are periods of pain and volatility. This picture depicts that if we look at the short-term picture, we see a lot of volatility.

“The most important quality for an investor is temperament, not intellect,” says Buffett. It is human nature to focus on the negative. It has been scientifically shown that losing `10,000 hurts more than winning `10,000. As an investor, it is important to understand that stock markets go through various cycles and correction is part and parcel of the process of investment journey. Corrections happen all the time and even the legendary investors go through the period of pain. So, before you get scared

Now, look at the yearly chart of Nifty. If you observe both the charts, the first one would look scarier than the second. Both the charts are of Nifty. The only difference is that one is a weekly chart and the second one is yearly. So it is pretty much clear from the two charts that when you look at the short term, you see volatility, but when you look at the charts from long-term investing perspective, it is steady with a minor hiccup. That is the goal: to look at investing through a long-term perspective.

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Cover Story Which stocks should I pick up for the portfolio? “Know what you own, and know why you own it,” observes Peter Lynch. There are large numbers of stocks listed on the stock exchanges. It is important to choose a few that could deliver healthy returns over a period of time. But remember, in such bull markets ‘everyone’ becomes an ‘Investment Expert’! It’s a common scene during the bull run even your neighbour, ‘Hareshbhai’ says invest in the stock of ABC company, it will be a multi bagger! Everyone wants to get into the action and excitement and appear to be ‘knowledgeable’ on the market. Even your neighbourhood ‘paanwala’ will have an opinion about markets and would advise you to buy some stocks. But in the market, it is important to learn from experience. In 2008, there was similar kind of environment, but remember what happened with many investors. In a rush to ride the wave, they lost their hard earned savings. Hence, here comes the sensible advice for you: If you don’t have much time to devote on analysing stocks and you want to invest in the stock, always refer to a SEBI registered advisory, PMS or a stock advisory. As a new entrant in the market, one needs support or guidance for investment, hence go for trusted and reliable names. The SEBI registered analyst or advisors will help you to select a stock which has the potential to deliver decent returns in the market. After I bought the stock when should I sell them? Once you own the stock, the next difficult question would be when should I get out of the stock? The concept of knowing when to sell is just as important as buying the right stock but frequently under-appreciated. Knowing when to sell is a critical investing skill. If you remember Abhimanyu from Mahabharat, he entered the powerful Chakravyuha, Abhimanyu learnt the art of breaking into the Chakravyuha, but he did not know how to destroy the formation once he was inside. Hence, failing to have a proper exit plan, the investor may sell out of fear or anxiety

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when a stock price drops. A geopolitical event or a wild market swing might prompt an investor to ‘follow the crowd’ and unload stock in panic. There are a couple of key warning signs which may suggest that it’s a good time to sell: a. The business fundamentals fail to live up to expectations: Investing in stocks is based on the rationale that the business will deliver better growth. If the business fails to deliver the growth prospect which you’ve have predicted or expected, it is time to exit out of the stock. b. Valuations are overstretched: One should book profit once the stock has reached a point where the valuations look overstretched. Numerous valuation metrics can be used as the basis, but some common ones that are used are the price-to-earnings (P/E) ratio, price-to-book (P/B), and price-to-sales (P/S). This approach is popular among value investors who buy stocks that are undervalued. c. Corporate governance issue: Whenever you sight some suspicious activity or any corporate governance issue with a company, it is time to take an exit from the stock. For example, we have seen how Satyam, once a darling of the stock market investors, turned out to be a junk stock due to corporate governance issue. d. A better opportunity for investment: In this technique, the investor possesses a portfolio of stocks and would offer a stock when a superior opportunity presents itself. This requires a consistent observing, research and analysis of both your own portfolio and potential new

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

stock additions. Once a superior potential investment has been recognised, the investor would reduce or eliminate a position in a current holding that is not expected to do as well as the new stock. Is this time different for investors? This time it is different. These words are often uttered when markets are scaling higher levels to justify that there is more steam left in the market and market will continue to scale higher. Well, if we analyse the present situation, there are some tracers observed that indicate that really this time it is different. Following are the reasons which justify that really this time it’s different: a. A stable government at the Centre: The stable government at the Centre is of significance for the stock market. As is evident, during the period of a stable government, more decisions seem to have taken as far as economic policies are concerned. The direction of the government policies has been clear when there is stability: be it simplifying tax structure, foreign direct investment policies, strengthening the financial system and reforms in public infrastructure and utilities. Since Narendra Modi-led BJP’s win in the year 2014, the party has managed to only strengthen its hold in Indian politics. With the recent wins in the some of the state elections with heavy margins, it is highly likely that BJP could continue through the next General Election in 2019. b. The rise in savings:

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Personal savings in India increased to `26,099.21 billion in 2016 from `25429.60 billion in 2015. Personal savings in India averaged `3822.35 billion from 1951 until 2016, reaching an all-time high of `26099.21 billion in 2016 and a record low of `6.34 billion in 1952. With the awareness of the financial markets increasing, most of these saving are likely to flow into equities either directly or through mutual funds, etc. As per Association of Mutual Funds in India, the AUM of the Indian MF Industry has grown from `3.26 trillion as on March 31, 2007, to `17.55 trillion as on March 31, 2017, more than five-fold increase in a span of 10 years. The MF industry’s AUM has tripled in the last five years from `5.87 trillion as on March 31, 2012, to `17.55 trillion as on March 31, 2017. The industry’s AUM had crossed the milestone of `10 trillion (₹10 lakh crore) for the first time in May 2014 and in a short span of less than three years, the AUM size has crossed `17.55 lakh crore last month. So the flow of money is likely to continue in the Indian stock market. c. India is in a bright spot for growth:

IMF believes that India will continue to grow at a fast pace, with a projection of 7.2 per cent growth in 2017. d. Alternate investment losing its gloss: Most of the Indian household savings are parked in fixed deposits, but with fixed deposits offering not so attractive yields, people are now sidestepping investing in fixed deposits. On the other hand, the yellow metal, i.e. gold, has witnessed twist and turns in the last couple of years and does note assure that value will grow consistently. Real estate, which one used to be fancied as an investment option, is going through a purple patch in the last 3-4 years and investors are getting increasing cautious of the real estate market. Considering the above factors, equity and equity-linked products remain favourite investment options to create wealth. What all should you avoid? For a long time now, stock markets have been most-talked about and desirable investment avenue for Indians. However, it is a known fact that majority of the people fizzle out with market

investments. Hence, a new investor who is taking baby steps in the market must take a note of common pitfalls of equity investing and avoid it if he does not want his first incursion into equity markets to end as a horrendous one. 1. Buying a stock because it’s trading low: Many investors make a big mistake when they buy the stock just because the stock price is quoting at the lowest level. They have seen that the same stock was once quoting at a higher price and it has witnessed a drop of 30-50 per cent and it has become cheap as the stock has fallen considerably. Hence, they believe this is a good time to hop into the stock as they believe the stock cannot fall further. 2. Making a quick fortune by short term trading: Often we have seen in the lure of making quick money in a short span of time, people start trading with very short-term perspective and without proper knowledge. Short-term trading is not bad, but it requires skills which a novice usually lacks and, therefore, should not venture into trading. Equity is one of the best asset classes to invest to beat inflation and get superior returns. However, one should have a long term perspective. 3. Future and Options trading: A novice should understand that trading in futures and options, that is derivative instruments, is meant for professional traders and as a novice, you should avoid trading in derivatives. 4. Herd mentality: Herd mentality, or mob mentality, describes how people are influenced by their peers to adopt certain behaviours. Often we have seen novices being influenced by their colleagues, neighbours or friends on which stock should they should invest. However, it important to do proper homework before investing in the stock. Just don’t follow the herd mentality. The first part of this story talks about the

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Cover Story people who have missed this carnival, i.e. rally of the stock market. On the other hand, there are investors who were invested in the market for a long time but still, they have not made a fortune that they desire. However, we should name these investors as the forced long-term investors. Who are forced, long-term investors? These investors come in the stock market to make fortune in a quick span of time and they buy stocks based on rumours, chasing high volatile stocks or buy a penny stock based on the recommendation of a colleague. However, from the day they entered the stock, the stock prices moved in the opposite direction, so they had no choice but to hold on to the stock in anticipation that the stock will recover some day. Rupesh Mehta, a businessman, started investing in equities in the year 2006. The initial years of investments were a merry ride as he had bought some blue chips stocks. One of his friends Chirag Desai started his investment journey along with Mehta, but his returns were quite impressive. Hence, one day Rupesh asked Chirag secret of his success story, to which Chirag replied, “I invest in stocks based on some news which my colleagues provide”. So the lure of aggressive returns turned Rupesh from an investor to speculator who invests on news or rumour-based stock. Initially, it was a joyful ride for Rupesh as some of the stocks delivered a good fortune within a short period. So this enhanced his confidence and he started following the footsteps blindly. And then came the year 2008. In the month of January 2008, the markets came crashing down. During the same month, the market witnessed one of its biggest single-day loss. Everything collapsed like a pack of cards. It was such a free fall that every other day, the stock which was recommended by Chirag went for a toss as it continued to hit lower circuits and Rupesh could witness his portfolio getting eroded in a

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scary manner. However, Rupesh had no other option but to hope that prices would recover and he could get out of the stocks. But in the next 3-4 months, this did not happen and Rupesh becomes a forceful long term investor in hope that he would be able to recover the cost of his stocks. This is the story of one investor. However, there are many out there who have gone through this phase and keep on holding to dud stocks. Now, what should these kinds of investors do? Despite market scaling to lifetime high, they have failed to recover their cost as their stocks haven’t moved. 1. Review, Review and Review: Once you have invested in a stock, that’s not the end of it. At every stage, you need to review it. The worst thing one can do is to buy and forget. Hence, if you are a forced long term investor and your stocks have not moved for a long time, the first thing you need to do it to get your portfolio review done, either you can do it yourself with all the financial data and other important information available on the internet or other sources. If you don’t have the expertise, you can take help of a SEBI registered investment advisor for your portfolio. This will help you to know which stock you should get rid of immediately as it just a piece of junk and which one can be kept as the sector or stock may witness a good prospect ahead. This is basically a clean-up activity where you get rid of your duds. 2. Risk profiling: Once you have done the review of your portfolio, the next step would be risk profiling. Risk profiling is a process of finding the optimal level of investment risk for an individual considering the risk required, risk capacity and risk tolerance. 3. Do fresh investments in the stocks

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

according to your risk profile: Once risk profiling is one, the next step would be to invest in stock based on risk profiling. A conservative investor should invest in conservative stocks of blue chip companies, whereas aggressive investors should choose growth stocks which have some level of risk but have potential to deliver aggressive returns. 4. If you don’t want to invest in stocks then go for SIPs: Many of us have a fear set up in our mind once we don’t get the desired result or we have a bitter experience. If you are one of those that fear the word ‘stock market’, for people who don’t want to invest in stocks directly, but want to take advantage of the equity market, then they can go for SIP Investing. What is SIP? This term is common these days. You often hear it on television or see it in a newspaper. SIP (Systematic Investment Plan) is a method of investment where a fixed amount is invested into mutual funds at regular intervals. Historically, we have seen SIPs deliver good returns if the investment is done for a longer duration. And it is also very simple to opt for a SIP or even if it is a lumpsum investment in various Mutual Fund schemes. Just use your e-KYC and start investing. Decide the amount of money you wish to invest on a monthly, quarterly or even halfyearly basis and in regular duration as decided by you, the sum will be deducted from your bank account and deposited in the specified Mutual Fund scheme. This will also cover you enough from the ups and downs of the markets and ensuring your money remains safe and also you continue to gain returns on your invested amount in spite of ups and downs in the stock markets. SIP also helps one to earn healthy financial habits, especially in DS terms of regular savings. DSIJ.in

Special Report

CEMENTING YOUR PORTFOLIO WITH THE CEMENT STOCKS With loads of happening around the infrastructure, housing and constructions space in the country, cement stocks are showing their strength in terms of climbing higher, every session. And then there are merger and acquisitions related talks within the industry. Put together, cement stocks are looking a good bet at this time-how, Lohit Bharambe explains: DSIJ.in

INTRODUCTION India is the second largest producer of cement in the world. The sector is a vital part of its economy, providing employment to more than a million people, directly or indirectly. The real estate development industry currently contributes at least 9 per cent to India’s gross domestic product (GDP). At the same time, the value of robust processes and new policy reforms such as awarding infrastructure status to affordable housing, RERA and GST will help in unlocking the full potential of the sector, as an industry as well as an investment option. With RERA, GST and demonetisation, 2017 will be one of the most crucial years for the sector. The construction industry is in a transition phase and it is fully prepared to take ahead what has begun and consolidate into a sector that is transparent, accountable, professional and financially viable.

India has a lot of potential for development in the infrastructure and construction sectors and the cement sector is expected to largely benefit from it. India's cement demand is expected to reach 550-600 million tonnes per annum (MTPA) by 2025. The housing sector is the biggest demand driver of cement, accounting for about 67 per cent of the total consumption in India. The other major consumers of cement include infrastructure at 13 per cent, commercial construction at 11 per cent and industrial construction at 9 per cent. CONSTRUCTION BOOST On February 1, the government announced increased budgetary allocation for sectors including highways, railways and other infrastructure, which are the biggest consumers of cement. The government has raised the allocation

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Special Report for roads in the FY18 budget from `57976 crore in FY17 to `64900 crore in FY18, with a stress on laying 2000 km of coastal roads. During Union budget 2017-18, Finance Minister Arun Jaitley proposed that affordable housing be given infrastructure status, which will act as a catalyst to meet the objectives of ‘Housing for All’ by 2022. The credit offtake towards affordable segment of housing will lead to creation of supply, especially for both stakeholders, the first home buyer and the developer, both of whom will now have access to cheaper funding. To boost construction sector, the government has taken several initiatives such as ‘Housing for All by 2022 and other sops like the interest subsidy scheme under the Pradhan Mantri Awas Yojana (PMAY). The boost in construction will push demand for cement northward in the upcoming years. RERA The Real Estate (Regulation and Development) Act, 2016 (RERA) was passed by parliament last year and the Union Ministry of Housing and Urban Poverty Alleviation had given time till May 1, 2017, to formulate and notify rules for the functioning of the regulator. Now, RERA has become effective from May 1, 2017. The new Act seeks to bring clarity and fair practices that would protect the interests of buyers and impose penalties on errant builders. According to RERA, each state and Union territory will have its own regulator and set of rules to govern the functioning of the regulator. The Centre has drafted the rules for Union territories, including the national capital. While many states are still behind on schedule for notification of RERA rules, many have notified the rules and a regulator will start functioning. Some of these states are Haryana, Uttar Pradesh and Maharashtra. RERA seeks to address issues like delays, pricing, quality of construction, title and other issues. THEMATIC BET Cement is one industry that plays a pivotal role in the growth of the nation.

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The industry is also a significant contributor to the government’s revenues. After a short-term impact following the government’s demonetisation drive, the cement sector is witnessing early signs of a spurt in demand. Higher government spending on infrastructure and housing and rising per capita income will continue to drive growth for the cement industry. The Central government has been continuously making positive moves on the policy front, by ensuring ease of doing business, rationalising tax structure and administration and opening more areas for foreign investments through the automatic route. The Reserve Bank of India (RBI) has allowed banks to invest in Real Estate Investment Trust (REITs) and Infrastructure Investment Trusts (InvITs), which are positive initiatives as they would help revive the stressed infrastructure and realty sectors and revival of these sectors would give a direct boost to cement demand. On the demand front, the cement sector is expected to grow at a healthy pace over the next five years, primarily led by increased consumption from the infrastructure segment. Housing with an increase in independent housing projects, particularly in the semi-urban and rural areas, is expected to further boost cement demand. VOLUME GROWTH TRAJECTORY The southern markets have witnessed some slowdown due to water shortage in Tamil Nadu and Kerala. However, the Andhra Pradesh and Telangana markets continue driving demand growth. For Q1FY18, we expect industry volumes to show modest growth on yearly basis on a relatively strong base. Meanwhile, in H2FY18, we expect volume growth to be strong, considering the favourable base. PRICES OF CEMENT Cement prices at the national level were increased by `13/bag on a yearly basis in 4QFY17. The North and central regions

DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

have seen a growth of more than 14 per cent and 10 per cent, respectively, in Q4FY17 as compared to the same period in the previous financial year. Quarterly cement prices per region (` per 50 kg bag) North Central East West South All India Average

4QFY16

4QFY17

YOY (%)

266 278 331 270 347 305

304 307 321 283 348 318

14.29 10.43 -3.02 4.81 0.29 4.26

Region-wise, North has really gone up substantially demand-wise, but may be not commensurately price-wise. East has always been good, there was no correction of demand there at all. There is lot of volatility in the South unfortunately, but now the demand has kicked in. West is a little cause for concern, if western demand also picks up, with the launch of more projects. The central region is good. FINANCIALS So far, out of 47 companies in the cement industry, only six companies have come out results for March 2017 quarter. It is too early to get the exact picture for Q4FY17 performance, but demand-wise, we can bet on a year-on-year performance for the sector to remain robust. For companies that have declared results for Q4FY17, the topline has increased 32.19 per cent to `18420 crore in Q4FY17 on a quarterly basis. The sector’s operating profit also rose 27.04 per cent to `2582 crore in Q4FY17 as compared to previous quarter. Its bottomline surged 54.05 per cent to `1332 crore in Q4FY17 on quarter-onquarter basis. On the yearly front, for companies that have declared results, revenue has increased 5.38 per cent in Q4FY17 on a yearly basis. The sector’s operating profit declined 9.1 per cent in Q4FY17 as compared to the same period in the previous fiscal. Its bottomline also reduced just 0.84 per cent in Q4FY17 on year-on-year basis. DSIJ.in

Heidelberg Cement India BSE Code: 500292 FV: 10 CMP: 132 Market Cap (F.F.): `937 Crore

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eidelberg Cement India is in the business of manufacturing of Portland cement. The company's product portfolio includes Portland Pozzolana Cement (PPC) and Portland slag cement (PSC). Its manufacturing facilities are located in Ammasandra, Karnataka; Damoh, Madhya Pradesh and Jhansi, Uttar Pradesh. On the nine-month financial front, Heidelberg Cement India’s revenue increased 1.78 per cent to `1272 crore in 9MFY17, as compared to the same period in the previous financial year. The company’s EBITDA also rose 31.28 per cent to `217 crore in 9MFY17 on a yearly basis. Its EBITDA margin expanded 383 basis points to 17.06 per cent in 9MFY17, as compared to the same period in the previous fiscal. Heidelberg Cement India’s net profit also increased more than two-and-half times to `39.18 crore in 9MFY17 on a yearly basis. On the trailing twelve-month financial front, Heidelberg

India Cements BSE Code: 530005 FV: 10 CMP: 209 Market Cap (F.F.): Rs 4,487 Crore

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ndia Cements’ brands include Sankar Super Power, Coromandel King and Raasi Gold. The company's plants are located in various locations in India, including Malkapur, Vishnupuram, Chilamkur, Yerraguntla, Vallur, Sankari, Dalavoi, Sankarnagar, Banswara and Parli. Based on customer requirements, it supplies cement in high-density polyethylene (HDPE), paper and laminated packing. India Cements also produces both the variants, viz. blended cement as well as ordinary Portland cement under different grades. On the nine-month financial front, India Cements’ revenue increased 7.67 per cent to `3791 crore in 9MFY17 on a yearly basis. The company’s EBITDA also rose 6.76 per cent to `628 crore in 9MFY17 as compared to the same period in the previous financial year. India Cements’ net profit also increased 78.37 per cent to `142 crore in 9MFY17 on a yearly basis.

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LAST FIVE QUARTERS - Standalone (` Crore) Dec'16 Sep'16 June'16 Mar'16 Total Income 404.49 396.94 470.49 405.69 Other Income 0.67 0.91 1.02 4.46 Operating Profit 56.48 73.46 89.62 77.29 Interest 22.16 23.47 24.64 26.83 Net Profit -3.58 16.5 26.26 24.3 Equity 226.62 226.62 226.62 226.62

Dec'15 408.01 3.57 66.59 27.67 8.9 226.62

Cement India’s topline decreased 0.12 per cent to `1631 crore ending December 2016 on a yearly basis. However, company’s EBITDA increased 24.78 per cent to `290 crore as compared to the previous year. Its bottomline increased almost three-fold to `63.48 crore ending with December 2016 on a yearly basis. Heidelberg Cement India’s ROE and ROCE stood at 4.44 per cent and 7.77 per cent, respectively, in FY16. The company’s total debt-to-equity ratio has come down to 1.19x in FY16 from 1.51x in FY15. At the same time, its interest coverage ratio stood at 1.46x in FY16. Heidelberg Cement India’s shareholding pattern indicates that mutual funds have increased holdings by 67 basis points to 9.6 per cent in the company in Q4FY17 as compared to the previous quarter.

LAST FIVE QUARTERS - Standalone (` Crore) Dec'16 Sep'16 June'16 Mar'16 Total Income 1270.95 1314.44 1205.72 1154.08 Other Income 0 0 0 0.06 Operating Profit 191.66 231.34 204.61 218.47 Interest 85.82 87.56 82.45 91.27 Net Profit 35.34 62.41 43.98 51.21 Equity 307.18 307.18 307.18 307.18

Dec'15 1066.13 0 154.52 93.5 3.16 307.18

On trailing twelve-month financial front, India Cements’ topline increased 8.7 per cent to `4925 crore ending December 2016 on a yearly basis. The company’s EBITDA too rose 7.35 per cent to `846 crore, as compared to the previous year. Its bottomline increased 66.34 per cent to `193 crore ending with December 2016 on a yearly basis. India Cements’ ROE and ROCE stood at 4.29 per cent and 9.6 per cent, respectively, in FY16. The company’s total debt-toequity ratio has come down to 1.02x in FY16 from 1.14x in FY15. At the same time, its interest coverage ratio stood at 1.48x in FY16. India Cements’ shareholding pattern indicates that mutual funds have increased holdings by 104 basis points to 14.41 per cent in the company in Q4FY17, as compared to previous quarter.

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Special Report JK Lakshmi Cement BSE Code: 500380 FV: 5 CMP: 500 Market Cap (F.F.): `3,208 Crore

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K Lakshmi Cement is engaged in providing cement and cementitious materials. It offers cement under JK Lakshmi Pro+ Cement, JK Lakshmi Cement, JK Lakshmi Power Mix, JK SmartBlox, JK GypGold and JK Lakshmiplast brands. JK Lakshmi Cement is in three variants: Portland Pozzolana cement (PPC) (blended), 53 Grade ordinary Portland cement (OPC) and 43 Grade OPC. It markets its products through a network of dealers in Rajasthan, Gujarat, Uttarakhand, Punjab, Jammu and Kashmir, Maharashtra, Madhya Pradesh, Chhattisgarh, Odisha and West Bengal, among others. On the nine-month financial front, JK Lakshmi Cement’s revenue increased 11.62 per cent to `2104 crore in 9MFY17 on a yearly basis. The company’s EBITDA also rose 57.37 per cent to `294 crore in 9MFY17, as compared to the same period in the previous financial year. JK Lakshmi Cement posted net profit of `61.15 crore in 9MFY17, as against net loss of `32.43

OCL India BSE Code: 502165 FV: 2 CMP: 1014 Market Cap (F.F.): ` 1,592 Crore

O

CL India manufactures silica, basic burnt magnesia carbon, fireclay and high alumina bricks, continuous casting, slide gate refractories, castables and precast blocks basic, silica high alumina ramming mases/mortars. Its segments include cement, refractory and others. The company's refractory plant is situated at Rajgangpur and has a total installed capacity of 106,400 million tonnes per annum to produce various types of refractories. The company has operations in Sweden, the Netherlands, Hungary, Italy, Turkey, Japan, South Korea, China, Thailand, Malaysia, Indonesia, Australia, Egypt, Kenya, South Africa and Saudi Arabia. On segmental revenue front, OCL India earned 89.08 per cent from cement and 10.92 per cent from refractory in FY16. On the nine-month financial front, OCL India’s revenue increased 11.48 per cent to `2040 crore in 9MFY17 on a yearly basis. The company’s EBITDA also rose 42.4 per cent to `474

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DALAL STREET INVESTMENT JOURNAL I MAY 15 -28, 2017

LAST FIVE QUARTERS - Standalone (` Crore) Dec'16 Sep'16 June'16 Mar'16 Total Income 670.89 655.57 777.23 735.09 Other Income 15.19 17.92 10.41 34.26 Operating Profit 97.84 111.61 127.92 120.14 Interest 48.61 47.09 46.32 49.53 Net Profit 7.6 24.91 28.64 48.38 Equity 58.85 58.85 58.85 58.85

Dec'15 648.28 19.27 87.08 50.89 -0.57 58.85

crore in 9MFY16. On the trailing twelve-month financial front, JK Lakshmi Cement’s topline increased 15.26 per cent to `2839 crore ending December 2016 on a yearly basis. The company’s EBITDA too rose 47.08 per cent to `380 crore, as compared to previous year. It posted net profit of `110 crore, as against net loss of `26.38 crore in the previous year. JK Lakshmi Cement’s ROE and ROCE stood at 1.36 per cent and 4.73 per cent, respectively, in FY16. The company’s total debt-to-equity ratio stood at 1.68x in FY16. At the same time, its interest coverage ratio stood at 0.82x in FY16. JK Lakshmi Cement’s shareholding pattern indicates that mutual funds have increased holdings by 58 basis points to 15.86 per cent in the company in Q4FY17 as compared to the previous quarter.

LAST FIVE QUARTERS - Standalone (` Crore) Dec'16 Sep'16 June'16 Mar'16 Total Income 685.03 646.35 708.62 834.82 Other Income 30.97 46.15 29.91 49.82 Operating Profit 188.01 183.11 210.33 255.57 Net Profit 80.17 85.71 105.84 133.53 Equity 11.38 11.38 11.38 11.38

Dec'15 614.47 14.59 125.08 37.98 11.38

crore in 9MFY17, as compared to the same period in the previous financial year. OCL India’s net profit has more than doubled to `272 crore in 9MFY17 on a yearly basis. On the trailing twelve-month financial front, OCL India’s topline increased 14.44 per cent to `2195 crore ending December 2016 on a yearly basis. The company’s EBITDA too rose 51.56 per cent to `680 crore, as compared to the previous year. Its net profit boosted more than two-and-half times to `405 crore ending with December 2016 on a yearly basis. OCL India’s ROE and ROCE stood at 17.42 per cent and 16.07 per cent, respectively, in FY16. The company’s total debt-toequity ratio stood at 0.84x in FY16. At the same time, its interest DS coverage ratio stood at 3.13x in FY16. (Closing price as of May 09, 2017)

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Tax Column Jayesh Dadia

Chartered Accountant

Decoding Tax Complexities Jayesh Dadia explains loss under the head “Income from House Property” can be set-off against income under any other head of income. My brother Mr A owns 10,000 shares in X Pvt Ltd. He wants to sell this entire investment to one Mr. B for a total consideration of `10 lakh. The break-up value of entire 10,000 shares of X Pvt Ltd as per the latest balance sheet comes to `15 lakh where cost of investment to Mr. A is 1 lakh. What would be the capital gain amount in hands of Mr. A ? Whether it is `9 lakh or `14 lakh? Is there any tax implication in the hands of the buyer? Under the Income Tax Act as amended by the Finance Act 2017, Mr. A will be paying capital gain tax on `14 lakh in view of Section 50CA of the Income Tax Act i.e. the difference between fair market value and actual cost. Simultaneously Mr. B will also pay tax on `5 lakh i.e. the difference between the break value and actual consideration in view of section 56(2)(x) of the Income Tax as income from other sources. I am an individual staying in a rented house where I pay annual rent of `2,40,000. Whether I am suppose to deduct tax at source while making rent payment ? At present Section 194I provides that an individual or HUF who is liable to get his accounts audited under section 44AB of the Income Tax Act should deduct tax from rent if the amount exceed `1,80,000 per year. If you are not liable to get your DSIJ.in

accounts audited under section 44AB of the Act, then you are not liable to deduct any TDS. The new Section 194-IB has been inserted from 1/6/2017 which provides that any individual or HUF who is not covered by Section 194I will have to deduct tax at source @5% from payment of rent for use of residential house if such rent exceeds `50,000 per month. Since in your case, you monthly rent is less than `50,000, therefore, even under the new provisions of the Act, you are not liable to deduct tax at source. I am an individual and engaged in the business of procuring insurance premium from various clients. The insurance company in turn pays me commission / brokerage. My annual brokerage income is around `4,00,000. After getting deductions of PPF and LIC payment, my annual income is below the taxable limit. The insurance company deducts 5% TDS on my commission income as a result I have to file the Income Tax Return for claiming the refund. Is there any provision under the Act where insurance company may be directed not to deduct tax ? Answer Yes – there is a provision in the Act. Section 197A is now amended w.e.f. 1/6/2017 to provide that an individual or HUF can file self declaration in form 15G /15H for non-deduction of tax at source in respect of insurance commission

referred to in Section 194D. Therefore, since you have no taxable income you can now take advantage of this amendment by filing self declaration in form 15G / 15H with the respective insurance company who will then will not deduct TDS. Can you explain me the amended law relating to loss under the head Income from house property ? Section 71 of the Income Tax Act provides that loss under any head of income (other than capital gain) can be set-off against income under any head during the same year. Therefore, loss under the head “Income from House Property” can be set-off against income under any other head of income. However, Section 71 is now amended to provide that any loss under the head “Income from House Property” which is in excess of `2,00,000 in any year will be restricted to `2,00,000. In other words, an assessee can set-off loss under the head “Income from House Property” in assessment year 2018-19 and onwards to the extent of `2,00,000 in the year in which the loss is incurred. The balance loss can be carried forward for 8 assessment years and set off against income from house property as provided in Section 71B of the Income Tax Act. Thus, with this amendment, loss under the head income from house property is restricted to ` 2,00,000 DS per year.

(Write to us at [emailprotected])

MAY 15 -28, 2017 I DALAL STREET INVESTMENT JOURNAL

61

QueryBoard

Investment Horizon Query-Specific

RASHTRIYA CHEMICALS AND FERTILISERS RICO AUTO I bought 100 stocks of RCF at `70, shall I hold or sell it?

I bought 100 stocks of Rico Auto at `50, what is the future of the stock, shall I hold or sell?

- Rajeev Kumar

BSE/NSE Code

524230 / RCF

Face Value CMP

BOOK PROFIT

- Ashutosh Kumar

BSE/NSE Code

520008 / RICOAUTO

`10

Face Value

`1

`90.65

CMP

`58.80

52-Week

High `99.60 / Low `40.50

52-Week

High `75.25/Low `33.90

Your Current Profit/(Loss)

30 per cent

Your Current Profit/(Loss)

17.60 per cent

R

ashtriya Chemicals and Fertilisers Limited (RCF), a government of India undertaking is a prime fertiliser and chemical manufacturing company with nearly 80 per cent of its equity held by the government and has been accorded the ‘mini ratna’ status. On the financial front, RCF’s net sales decreased by 17 per cent to `1,671 crore in Q3FY17 on a year-on-year (YoY) basis. The company’s PBDT stood at `111.65 crore in Q3FY17, decreased by 2.91 per cent, as compared to the same period in the previous financial year. It posted an increase in its profit after tax too by 37 per cent to `64 crore on a yearly basis. On nine monthly basis, the company’s net sales decreased by 20 per cent to `4,977 crore in Q3FY17, as compared to the same quarter in the previous financial year. RCF’s PBDT also decreased by 19 per cent to `279.68 crore in Q3FY17 on a YoY basis. The company posted a decrease in its PAT too by 15 per cent to `126.92 crore in Q3FY17 on a YoY basis. While the company’s TTM PE stood at 28.63x, slightly above the industry PE of 21.65x; the company’s peers National Fertiliser and Tata Chemicals maintained a TTM PE of 25.62x and 28.78x, respectively. We recommend the investors to Book Profit.

BOOK PROFIT

R

ico Auto, supplies a wide range of sophisticated wholly machined aluminium and ferrous components and assemblies to automotive OEMs across the world. The engineering major’s integrated services include design, development, tooling, casting, machining and assembly across ferrous and aluminum products. On the financial front, Rico Auto’s net sales decreased by 7 per cent to `208 crore in Q3FY17 on a year-on-year (YoY) basis. The company’s PBDT stood at `18 crore in Q3FY17, decreased by 12.19 per cent, as compared to the same period in the previous financial year. It posted a decrease in its profit after tax too by 14 per cent to `7.57 crore on a yearly basis. On nine monthly basis, the company’s net sales increased by 6 per cent to `689.86 crore in Q3FY17, as compared to the same quarter in the previous financial year. Rico Auto’s PBDT also increased by 29 per cent to `71.86 crore in Q3FY17 on a YoY basis. The company posted an increase in its PAT too by 61 per cent to `35.21 crore in Q3FY17 on a YoY basis. While the company’s TTM PE stood at 20.02x, much below the industry PE of 42.97x; the company’s peers Bharat Seats and Sharda Motors maintained a TTM PE of 22.65x and 25.44x, respectively. We recommend the investors to Book Profit.

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. Vol. No. No. 31 32 No. No. 12 17

Query:

Send in your queries: DSIJ Pvt. Ltd.

C-305, 3rd Floor, Trade Center, North Main Road, Near Axis Bank, Opp. Lane No. 6, Koregaon Park, Pune - 411001

Name: Address: E-mail:

62

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

Email:[emailprotected]

DSIJ.in

NECC

BHEL

I bought 500 shares of NECC Ltd at `72.50. Should I sell or hold?

I bought BHEL at `167. Please advise whether I should sell or hold - Kartikeya

- Vijay Kumar

BSE/NSE Code

534615 / NECCLTD

Face Value CMP

HOLD

BSE/NSE Code

500103 / BHEL

`10

Face Value

`2

`46.10

CMP

`176.80

52-Week

High `111.30 / Low `31.35

52-Week

High `182.65 /Low `113.90

Your Current Profit/(Loss)

(57 per c ent)

Your Current Profit/(Loss)

6 per cent

N

orth Eastern Carrying Corporation (NECC) is among the leading freight forwarding companies in India. The company provides services such as freight management and customised logistics solutions through an automated ERP-based software. The company has a strong presence in Nepal, Bhutan and India. Besides providing end to end supply chain services, the company also creates and establishes markets in the eastern region to enable smooth transit and to strengthen the presence of the products. The company also provides warehouses and warehouse management services. On the financial front, NECC’s net sales increased 7.80 per cent to `144.73 crore in Q3FY17 on a year-on-year (YoY) basis. The company’s PBDT stood at `59.29 crore in Q3FY17, an increase of 2.35 per cent, as compared to the same period in the previous financial year. It posted an increase in its profit after tax too by 72.36 per cent to `1.11 crore on a yearly basis. On nine-monthly basis, the company’s net sales increased 3.26 per cent to `405.71 crore in Q3FY17, as compared to the same quarter in the previous financial year. NECC’s PBDT also increased 6.48 per cent to `8.05 crore in Q3FY17 on a YoY basis. The company posted an increase in its PAT too by 12.33 per cent to `4.10 crore in Q3FY17 on a YoY basis. While the company’s TTM PE stood at 42.52x, which is near about the industry PE of 44.52x; the company’s peers GATI and Maheshwari Logistics maintained a TTM PE of 43.15x and 19.99x, respectively. On April 27, 2017, the stock closed at `51.45, down by 0.29 per cent on the BSE. The company bagged a ` 400 crore contract from Tata Steel at the beginning of the year and also secured an extension of the contract recently. We recommend investors to Hold. DSIJ.in

BOOK PROFIT

B

harat Heavy Electricals Limited (BHEL) is an engineering and manufacturing PSU and the largest manufacturer of power plant equipments in India. The company is equipped with an immense capacity for manufacturing of 20,000 MW power plant equipments per annum. The company has a wide network, including 17 manufacturing divisions, 2 repair units, 4 regional offices, 8 service centres, 6 overseas offices, 6 joint ventures, 15 regional marketing centres, along with project execution at more than 150 project sites currently in India as well as around the world. BHEL has a strong presence in 80 countries around the world with a total capacity of 10,000 MW installed in countries including Belarus, Bhutan, Egypt, Indonesia, Iraq, Kazakhstan, Malaysia, New Zealand, Oman, Rwanda, Sudan, Tajikistan and UAE. On the financial front, BHEL’s net sales increased 18.27 per cent to `6187 crore in Q3FY17 on a year-on-year (YoY) basis. The company’s PBDT stood at `333 crore in Q3FY17, an increase of 123 per cent, as compared to the same period in the previous financial year. It posted an increase in its profit after tax too by 108.62 per cent to `94 crore on a yearly basis. On a nine-monthly basis, the company’s net sales increased 18.61 per cent to `18,261 crore in Q3FY17, as compared to the same quarter in the previous financial year. BHEL’s PBDT also increased 182 per cent to `994 crore in Q3FY17 on a YoY basis. The company posted an increase in its PAT by 123 per cent to `280 crore in Q3FY17 on a YoY basis. The company’s TTM PE stood at 67.30x, much above the industry PE of 35.07x. The company’s peers such as Bharat Electronics and Bosch maintained a TTM PE of 24.77x and 49.71x, respectively. On April 27, 2017, the stock closed at `176.25, up by 0.11 per cent on the BSE. The stock seems to be overvalued. We recommend investors to Book Profits. MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

63

QueryBoard

Investment Horizon Query-Specific

PUNJAB NATIONAL BANK

MTNL

I bought 20 shares of PNB at `156.90. What should I do?

I bought 60 shares of MTNL at `26.15. Should I sell them?

- Kushagra Ranjan

BSE/NSE Code

532461 / PNB

Face Value CMP

BOOK PROFIT

- Tanya Ranjan

BSE/NSE Code

500108 / MTNL

`2

Face Value

`10

`173.55

CMP

`24.10

52-Week

High `185.65/Low `71.10

52-Week

High `27.50 / Low `15

Your Current Profit/(Loss)

10.61 per cent

Your Current Profit/(Loss)

(8.5 per cent)

P

unjab National Bank (PNB), a government-owned Indian multinational bank, has 7 banks merged under its ambit. PNB has a network of 6888 domestic branches and 9997 ATMs. It has 156 lakh accounts and mobilized `3423 crore and issued nearly 138 lakh RuPay debit cards. The bank has a strong presence in United Kingdom with Punjab National Bank (International) and a strong presence in Bhutan as well with a 51 per cent stake in Druk PNB Bank. The bank also has a joint venture entity, Everest Bank in Nepal. The banking major also has stakes in several rural sector banks including Madhya Bihar Gramin Bank, Sarva Haryana Gramin Bank, Himachal Gramin Bank, Punjab Gramin Bank, among others. The bank has a global business worth `10,00,000 crore and also actively contributes towards social progress by assisting the government with schemes such as the Pradhan Mantri Jan Dhan Yojana and Mahila Kaushal Vikas Yojana. On the financial front, PNB’s interest earned decreased 3.31 per cent to `35,390 crore in Q3FY17 on a year-on-year (YoY) basis. However, the company’s PBDTM percentage increased by 100 per cent to `2.13 crore in Q3FY17, as compared to the same period in the previous financial year. PNB’s profit after tax decreased 24 per cent to `1063 crore on a yearly basis. On a nine-monthly basis, the bank’s interest earned decreased 2 per cent to `11,985 crore in Q3FY17, as compared to the same quarter in the previous financial year. PNB’s PBDTM increased 126 per cent to `1.83 crore in Q3FY17 on a YoY basis. The bank posted an increase in its PAT by 306 per cent to `207 crore in Q3FY17 on a YoY basis. The bank’s net NPA stood at `34,994, up by 52.26 per cent, while the percentage of net NPAs increased by 55.12 per cent to 9.09. However the return on asset increased by 300 per cent to 0.12. On April 28, 2017, the stock closed at `168.90, up by 2.55 per cent on the BSE. We recommend the investors to BOOK PROFIT.

64

DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

EXIT

M

ahanagar Telephone Nigam Limited (MTNL) is a government-owned telecommunications service provider, providing services in the metropolitan cities of Mumbai and New Delhi in India as well as in the island nation of Mauritius in Africa. The company was given Navratna status in 1997 and was also listed in the New York Stock Exchange in 2001, later to be delisted. The company had a monopoly in Mumbai and New Delhi till 1992, after which the telecom sector was opened up for private telecom service providers. On the financial front, MTNL’s net sales increased 9 per cent to `687 crore in Q3FY17 on a year-on-year (YoY) basis. The company’s PBDT decreased `37.32 per cent in Q3FY17, posting a loss of `547 crore, as compared to the same period in the previous financial year. It also reported a decrease in its profit after tax by 22 per cent to `820 crore on a yearly basis. The company also posted a massive decrease of 200 per cent in its operating profit, with a loss of `165 crore, as compared to the same period in the last financial year. On a nine-monthly basis, the company’s net sales decreased 6 per cent to `2155 crore in Q3FY17, as compared to the same period in the previous financial year. MTNL’s PBDT also decreased 15 per cent with a loss of `1490 crore in Q3FY17 on a YoY basis. The company posted a decrease in its PAT too, by 8 per cent to `2306 crore in Q3FY17 on a YoY basis. It further posted a loss of 38 per cent in its operations, with an operating loss of `403 crore. The annual net sales of the company dropped by nearly 6 per cent till the third quarter in FY17, whereas the market capital and sales ratio stood at 0.35x. On April 27, 2017, the stock closed at `26.05, up by 1.76 per cent on the BSE. We recommend investors to EXIT the stock

DS

(Closing price as of Apr 25, 2017) DSIJ.in

Reviews In this edition, we have reviewed PNC Infratech and Grasim Industries. We suggest our readerinvestors to BOOK PROFIT in PNC Infratech and Grasim Industries

PNC INFRATECH BSE CODE 539150

W

BOOK PROFIT Reco. Price `122

e had recommended PNC Infratech in DSIJ magazine issue no. 21 dated September 19-October 2, 2016 under ‘Cover Story’ section when the scrip was trading at `122. Our recommendation was based on strong financials and robust order book. PNC Infratech is an infrastructure construction, development and management company, with expertise in execution of major infrastructure projects, including highways, bridges, flyovers, airport runways, power transmission lines, development of industrial areas and other infrastructure activities. PNC Infratech has bagged order from National Highways Authority of India

BSE CODE 500300

Reco. Price `911

Grasim Industries is a holding company. The company’s segments include Viscose Staple Fibre and wood pulp, cement, chemicals and others. Its product line include viscose staple fibre, rayon grade pulp, grey cement, white cement and textiles. The company conducts its cement business through its subsidiary, DSIJ.in

Scrip’s Movement

Face Value `2

On the financial front, PNC Infratech’s revenue decreased 18.39 per cent to `1701 crore in 9MFY17 as compared to the same period in the previous financial year. The company’s EBITDA also rose 3.95 per cent to `471 crore in 9MFY17 on yearly basis. Its net profit boosted 76.65 per cent to `140 crore in 9MFY17 as compared to the same period in the previous fiscal year. On TTM financial front, PNC Infratech’s top line declined 10.25 per cent to `2348 crore ending with December

BOOK PROFIT

W

CMP - `160*

(NHAI) for the project of ‘four laning or two laning with paved shoulders of 83.453 km of Dausa-Lalsot-Kauthun section of NH-11 A in Rajasthan under NHDP IV on the basis of an hybrid annuity model.

GRASIM INDUSTRIES

e had recommended Grasim Industries in DSIJ issue no. 5 dated February 6-19, 2017 when the scrip was trading at `911 in our ‘Cover Story’ section. Our recommendation was backed by the factors such as continuing government spending on infrastructure, development of smart cities, interest rate cuts supported by interest subsidy schemes for housing will be the key demand drivers for cement.

Change 32 Per Cent Volume 72,639

Change 32 Per Cent Volume 81,271

CMP - `1201*

2016 on a yearly basis. The company’s EBITDA rose 10.24 per cent to `584 crore TTM as compared to previous year. Its net profit boosted more than two times to `288 crore ending with December 2016 on yearly basis. After our recommendation, the share price of PNC Infratech has boosted more than 30 per cent. Therefore, we recommend to BOOK PROFIT in the Scrip’s Movement

Face Value `2

UltraTech Cement. Viscose Staple Fibre is used in apparels, home textiles, dress material, knitted wear and non-woven applications and its plants are located at Nagda in Madhya Pradesh, Kharach and Vilayat in Gujarat and Harihar in Karnataka with an aggregate capacity of over 500 kilo-tons per annum. Grasim Industries also offers fabrics and synthetic yarns through its subsidiary, Grasim Bhiwani Textiles. It caters to international fashion houses in the United States and the United Kingdom supplying fabric to them for manufacturing of garments. On the financial front, Grasim Industries’ revenue increased 4.1 per cent to `26077 crore in 9MFY17 as compared to the same period in the previous

financial year. The company’s EBITDA too rose 21.34 per cent to `5522 crore in 9MFY17 on a yearly basis. Its net profit boosted 40.56 per cent to `2404 crore in 9MFY17 as compared to the same period in the previous fiscal year. Pertaining current market conditions, we had recommended to Book Profit the stock. DS * Call close on May 04, 2017

MAY 15 - 28, 2017 I DALAL STREET INVESTMENT JOURNAL

65

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

TEA-TALK Andrew Yule & Company

Andrew Yule & Company is engaged in tea, electrical BSE Code: 526173 and engineering business. CMP: `38 The company operates through four segments: engineering, electrical, tea and printing. The price movement in this counter over the recent past has been very good with large volume. The stock price is expected to see further upwards move from here. Some HNIs and big market punters have taken long positions in the stock and thus will move Andrew Yule stock in the northward direction. Therefore, the stock can looked at for short-term trading gain.

TIMELY MOVE

Time Time Technoplast Technoplast is BSE Code: 532856 a leading player in the CMP: `125 industrial packaging space. The management of the company plans to double its turnover in the next 4-5 years along with an expansion in EBITDA margins, mainly driven by value added products. Additionally, a big investor has taken a keen interest in this stock. Market chatter is going the rounds that a strong rally is expected in this counter in the very near term.

BALM YOUR PORTFOLIO The company is engaged in manufacturing of Ayurvedic Pain Balms and Beverages. The company specialises in Ayurvedic balm for headaches, cold and cough. The company’s segments include OTC products, beverages, chemicals and others. The company reported decent set of numbers in the last quarter, if sources are to believe, it may deliver decent set of numbers again. Hence, the stock must be looked for short term trading.

Amrutanjan Healthcare BSE Code: 590006 CMP: `724

AND FINALLY..

Schneider Electric BSE Code: 534139 CMP: `153.50

According to market sources, it is likely to witness better northward move in the coming days. There is a strong buzz that the company may come out with an announcement that may induce positive sentiments in the stock. A cartel of HNI has been tracking the stock closely and at the same time has created long positions on the stock. If the buzzes on the Dalal Street are to be believed, Schneider can simply go up from here and one can find it as a good investment option. DS

(Closing price as of May 09, 2017)

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DALAL STREET INVESTMENT JOURNAL I MAY 15 - 28, 2017

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