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CONTENTS

Vol. 31 No. 25 NOV 14 - 27, 2016

Recommendations

10
12
14

18

Analysis

Arvind

Poised For Growth Ahead

The Indian industry is


expected to grow at a CAGR of
8.7 per cent to USD 223 billion
by 2021, according to FICCI.
Arvind is geared to power on
full steam ahead on the back
of growth of the Indian textiles
and garments sector.

22

Choice Scrip
Low Priced Scrip
Hot Chips

Regulars
06
07
08
16
63
66

Editors Keyboard
Company Index
Market View
Technicals
Query Board
Kerbside

Subscribers can access


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

Special Report
HOW DID YOUR FAVOURITE
COMPANIES DO IN

46

Special Report

Ye Dil Maange More, Say Market


Players, But Where Are The Investors
4

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

From The Editors Keyboard


Take Informed Decisions To Steer Clear Rough Weather

nding all the speculations, finally Donald Trump, a


seasoned real estate mogul and also a familiar face
on entertainment television, made it to the Oval
Office of the White House on November 9. Indian markets
taking an early morning cue, witnessed a bloodbath but
closed on the very day reasonably better--Sensex saw a fall
of 1689 points but gained back 1351 points by afternoon
showing alls not that bad with Trump. Indian markets had
yet another reason to get gripped in panic on this crucial
Wednesday as the night before, countrys Prime Minister,
Narendra Modi came on news television and announced
his governments decision to scrap Rs 500 and Rs 1000
notes giving the holders of these high-value currencies
only three hours of time to react before these currencies
were declared illegitimate tenders. On the wake of such
two major developments, markets here still held back their
essence upto some extent and investors also did not shy
away from taking advantages of the highs and lows. The
spirit of Indian equity markets, in fact, over-trumped even
Donald Trumps coming to the White House.
Where do the markets go from here--that is the billion
dollar question all of us must be having in our hearts and
minds at this time. I find no reason for further panic. Give
the markets few weeks of time--let the system gets
completely cleaned with the introduction of new
currencies and absolute scrapping of the old ones, read
black money. The economy will be stronger and without
having any shadow of unaccounted and illegitimate wealth
of some people. The truth will emerge soon and it will lead
to a stronger economy, stronger and wealthier country.
Donald Trump is not an enemy of India or its industries-let us face the fact. After all, he is a businessman and

understands business pros and cons very well. The man


born in New York way back in 1946, just a year before
Indias independence, might have talked against certain
interests of India but he kept referring back to India at
times, passionately. One thing is clear--he has nothing
personal against our country or the businesses done by
our countrys companies and men in the USA. Let us look
for a better, warmed business relation with the USA from
now. There may be certain temporary affects on two-three
sectors following Trumps victory and also the antiblackmoney drive by Modis government, but then why
dont we see the bright lights emerging from GST kind of
developments too. The brighter ones will overshadow all
the negative sentiments. So once again, be choosy and
pick your stocks. Keep real estate stocks away for now-but dont forget to pick your favourite banking stocks.
Those will sizzle and that impression was very much felt
even on November 9 across the markets hours. I will also
believe that FMCG and cement sectors can be considered
for a fresh round of investments.
Earnings season has been mixed so far and earnings
growth can be expected to improve in the coming quarters.
Recent manufacturing data has been impressive and only
supports the argument that Indias economy is on right
track. One of the most interesting aspect of the Indian
economy has been the increase in sales of trucks or heavy
commercial vehicles. We believe it is a leading indicator
suggesting that the economy is recovering.
Amid all these happening around, in this edition of your
favourite investment fortnightly, we are talking about how
to be a better and smarter investor. I am sure you will agree
with the subject chosen at this time when some of us may
be slightly confused, scared and even hesitant to put
money in the markets. I am sure you will find the cover
story package exciting enough--also do check out the
outcome of the investors survey which we carried out with
the help of your participations. We also have come up with
a special story on second quarter earnings and an
exhaustive report on how participation of retail investors
has been witnessing a rising trend. Both will guide you
through in these days of market highs and lows.
Hope all of you had a bright and safe Deepavali. As winter
approaches, the best time of the year, dont panic, stay
informed, stay aware and invest.
Stay safe and invest wisely.

V B PADODE
Editor-in-Chief

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

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Vol. 31. No. 25 NOV 14 - 27, 2016

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Recommendations
Company/Scheme

Reco.

Price
(`)

Column

Page
No

Adani Enterprises

Hold

64.80 QueryBoard

65

Advanced Enzyme Tech

Hold

1883.90 QueryBoard

65

Amrutanjan Healthcare

Buy

558.05 Kerbside

66

Arvind Ltd.

Buy

387.00 Analysis

18

Cairn India

Buy

243.00 Technicals

17

GEI Industrial System

Exit

Hindustan Construction Co.

Buy

34.55 Hot Chips

14

KEI Industries

Buy

130.70 Kerbside

66

Mandhana Industries

Exit

28.55 QueryBoard

63

Muthoot Finance

Buy

359.00 Choice Scrip

10

Neuland Laboratories

Buy

PNB Gilts

BP

RBL Bank

Buy

377.30 Kerbside

66

Seshasayee Paper & Boards

Buy

741.00 Hot Chips

14

Sical Logistics

Buy

197.75 QueryBoard

64

SUN TV NETWORK

Buy

507.00 Technicals

17

Vidhi Dyestuffs Mfg. (VDML)

Buy

4.40 QueryBoard

1004.65 Kerbside
37.80 QueryBoard

58.30 Low Priced Scrip

63

66
64

12

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

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

Market View

Equity

Fundamentally Strong Stocks Can Over-trump Donald Trump

ndian equity markets witnessed one of the biggest volatile situations in the
capital markets on the back of the outcome of the US Presidential election and
Narendra Modi governments crackdown on black money menace, with the
government declaring that 500 & 1000-rupee notes would no longer be a legal
tender from the midnight of Wednesday, November 9, 2016.

Modi governments move is a historic one in its massive campaign against black money
offenders hoarding huge cash generated from illegal activities. The move also holds
importance as this is likely to be a revolutionary step in the months and years to come.
Benchmark indices BSE Sensex and CNX Nifty crashed 1689 points and 541 points,
hitting an intra-day low of 25902 and 8002 respectively. However, as the US Presidential
election results were declared and Donald Trump was elected as the 45th President of the
United States of America, the markets started to recover from its lows as investors
grabbed the opportunity of buying stocks at lower levels. India VIX gauge of volatility
closed in the red from green, when it had shot up almost 23 per cent in early trade.
Other global economic developments that kept the markets on tenterhooks were
FOMC, BOJ and RBA meets which were keenly tracked by the global financial
markets. All the monetary policies were in line with the street expectations as central
banks continued to maintain status quo and decided to wait for further economic
data to take future call on policy action.

International Markets
08th Nov
2016

Indices
Dow Jones Ind

18,332.74

18169.0

0.90

S&P 500

2,131.52

2143.0

-0.54

NASDAQ

5,145.30

5383.0

-4.42

FTSE 100

6,843.13

7017.0

-2.48

10,482.32

10757.0

-2.55

4,476.89

4540.0

-1.39

Hang Seng

22,909.47

23565.0

-2.78

Nikkei

17,171.38

17365.0

-1.12

DAX
CAC 40

we expect markets to
remain volatile and all
developments related to
Donald Trump cabinet and
policies would provide
further directions to the
global nancial markets
during next few months.
Domestically, smoother
implementation of new
denominations of currency
in the economy would be
the key in the near term.

In commodities, oil prices remained soft due to


the concern regarding the OPEC commitment to
cut down its production to boost prices. Among
metals, base metals continued their good run with
zinc hitting 5-year high, while lead and
aluminium also posted stronger gains which was
also supported by strong PMI data emerging out
of China for the month of October.
Precious metals, gold and silver, considered to be
safe havens for investment, gained smartly in trade,
anticipating a meltdown in the global equity
markets. As regards fund flow action over the
fortnight, the foreign portfolio Investors (FPIs)
continued to remain sluggish ahead of the
all-important political event as they removed close
to Rs 3,518.11 crore. On the contrary, the domestic
institutional investors (DIIs) remained strongly
bullish on the domestic markets as they pumped in
Rs 6,670.43 crore for the period under review.

On the earnings front, companies posted a mixed set of second quarter results, with
the likes of automobiles and private sector banks, barring Axis Bank, posting in-line
set of numbers driven by volume growth for auto companies and better asset quality
performance on the part of the private lenders. There were also pockets of surprises
with heavyweight ITC and banking major ICICI posting stable set of numbers.
Going forward, we expect markets to remain volatile and all developments related to
Donald Trump cabinet and policies would provide further directions to the global
financial markets during next few months. Domestically, smoother implementation
of new denominations of currency in the economy would be the key in the near term.

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

25th Oct Gain/Loss


2016
(%)

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

08th Nov
2016
27,591.14
8,543.55
5,567.14
2,217.45
22,254.58
22,334.57
8,590.18
9,847.76
10,492.90
1,988.59
1,475.79

25th Oct Gain/Loss


2016
(%)
28,091.00
-1.78
8,693.00
-1.72
13,543.70
-58.89
13,518.82
-83.60
22,336.38
-0.37
22,778.78
-1.95
8,450.73
1.65
10,167.05
-3.14
10,292.53
1.95
2,026.90
-1.89
1,547.69
-4.65

Net Investment In Equity Markets (`/Cr)


Date
11-08-2016
11-07-2016
11-04-2016
11-03-2016
11-02-2016
11-01-2016
30/10/2016
28/10/2016
27/10/2016
26/10/2016
25/10/2016
Total

FIIs
309.47
975.31
249.73
-493.53
216.24
-1973.18
-1556.87
-1659.91
42.72
371.91
-3518.11

DIIs
294.06
779.86
1089.86
534.98
407.27
192.1
13.15
1124.08
856.5
989.46
389.11
6670.43

DSIJ.in

Recommendations

FY16 as compared to the previous fiscal.


The companys EBITDA too rose 13.6 per
cent to `3,650 crore in FY16 on a yearly
basis. Its bottomline increased 21.38 per
cent to `815 crore in FY16 as compared to
the previous financial year.

Muthoot Finance

R I
C
S

CHOICE

SPARKLE YOUR INVESTMENT WITH MUTHOOT

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

HERE IS WHY
Acquisition of Belstar Investment and Finance and
tie-up with TechProcess Payment Services
Strong nancials and high stakes in subsidiaries
Attractive valuations
Best of LAST ONE Year
Name of
Company

Reco
Price (`)

CMP
(`)

Gain
(%)

Vakrangee

132.00

260.50

97.35

Arvind Ltd

285.00

404.00

41.75

Mahanagar Gas

518.00

716.50

38.32

Techno Electric & Engg.

217.00

300.00

38.25

Gujarat State Petronet

131.00

154.00

17.56

(Closing price as of Nov 08, 2016)


CMP
Monthly Stock Market
Returns
BSE Code: 533398
CMP: `359
FV: `10
BSE Volume: 94568
Date: 09/11/2016

10

(`)

Equity

uthoot Finance (MFL) is


the largest gold
mortgage financing
company in India in
terms of loan portfolio.
The company provides personal and
business loans secured by gold jewellery
and gold items.

MFLs average gold loan per branch stood


at `6.01 crore in Q1FY17 as compared to
same period in the previous fiscal. The
companys total weight of gold jewellery
pledged stood at 146 tonnes with an
increment of 6 per cent in Q1FY17 on
yearly basis. Its average loan ticket size was
`37,417 in Q1FY17 as against `37,293 in
Q1FY16.
On the financial front, MFLs total income
increased 14 per cent to `1,301 crore in
Q1FY17 on a yearly basis. Its NIM
increased 220 basis points to 11.8 per cent
in Q1FY17 on yearly basis. The companys
PAT also jumped 48 per cent to `270 crore
in Q1FY17 as compared to the corresponding period in previous fiscal. Its
branch network of 4,294 spread across 27
states including Union Territories grew one
per cent in Q1FY17.
On the income front, MFLs topline
increased 13.77 per cent to `4,920 crore in

Asia Asset Finance Plc, MFLs Sri-Lankan


subsidiary, has increased its loan
portfolio by 50 per cent at `335 crore in
Q1FY17 on a yearly basis. The interest
income of the company has increased 72
per cent to `19.39 crore in Q1FY17 as
compared to the corresponding period in
the previous financial year. Its profitability increased 60 per cent to `2.71 crore in
Q1FY17 on a yearly basis. Muthoot
Homefin (India) has increased its loan
portfolio by 46.67 per cent to `44 crore in
Q1FY17 as compared to same period in
the previous financial year.
MFL has infused `40 crore as fresh capital
acquiring 38.23 per cent of the expanded
equity share capital of Belstar Investment
and Finance (BIFPL). Acquisition of
additional 10.32 per cent from the existing
shareholders is expected to be completed
soon. The total holding in BIFPL would be
raised to 57.15 per cent making it a
subsidiary. MFL and TechProcess
Payments Services have joined hands to
facilitate digital repayment of loan EMIs of
customers.
On valuation front, MFLs share price is
trading at 17.14x as against peers such as
Manappuram Finance (18.59x), Sundaram
Finance (25.91x), Cholamandalam
Investment and Finance Company
(26.38x), Shriram City Union Finance
(29.38x). The companys P E is also
attractive as compared to industry PE of
20.13x. We recommend a BUY on the
stock considering available information. DS

Note: The stocks recommended under this section are fundamentally strong stocks. However investors are advised to wait for the
correct opportunity to enter these stocks considering the market sentiment right now.
Last Five Quarters (`/Cr)
Shareholding Pattern
Particulars

30/06/2016

June-16 Mar-16 Dec-15 Sep-15 Jun-15

74.63

Total Income

FII

14.46

Operating Prot

DII

6.88

Interest

Others

4.03

Net Prot

Total

100

Equity

399.05

Promoter

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

1296.40
992.49

1446.95 1138.27

1136.13 1140.06

1053.60

865.97

847.90

864.49

557.09

563.90

561.58

565.22

567.00

270.27

265.22

186.67

174.50

183.16

399.00

398.04

398.04

398.00

DSIJ.in

Recommendations

Equity
ROCE was 28.72 per cent and ROE was
29.37 per cent in FY16. Its dividend yield
stood at 1.39 per cent in FY16.
On the financial front, VDMLs topline
increased 0.02 per cent CAGR in FY16
over its topline in FY12. The companys
EBITDA too rose by a CAGR of 24.94 per
cent during last five financial years. Its
bottomline also soared 34.31 per cent in
FY16 as compared to FY12.

Vidhi Dyestuffs Mfg. (VDML)

COLOUR YOUR PORTFOLIO WITH VDML


PRICED SCRIP

1 Year Investment Horizon

HERE IS WHY
Low debt to equity ratio
High growth prospects for domestic food colour
market
Robust nancial performance over last 5 years
Capacity expansion
Best of LAST ONE Year
Reco
Price (`)

CMP
(`)

Gain
(%)

V2 Retail

48.20

153.00

217.43

Manappuram Finance

35.20

103.00

192.61

Emmbi Industries

46.00

129.00

180.43

Zenith Fibres

96.00

208.00

116.67

ADF Foods Ltd

83.70

172.00

105.50

Name of
Company

(Closing price as of Nov 08, 2016)

Monthly Stock Market Returns


BSE Code: 531717
CMP: `58.30 FV: `1
BSE Volume: 58532
Date: 09/11/2016

ndian food colours and chemical


industry players have been
focusing on sustainable
development. The industry is
expected to register a growth of 8
to 9 per cent in the next decade. The
production of high quality food colours
depends on the use of high quality
intermediates, which are the basic and
essential ingredients of this Industry.
VDML exports to more than 35
countries. Its food colours are distributed
and consumed in over 80 countries
across 6 continents.

VDML manufactured 2,776.43 million


tonnes of food colours in FY16 as against
2,275.20 million tonnes in FY15 with a
growth of 22.03 per cent. The companys
revenue declined 1.41 per cent to `180
crore in FY16 as compared to the
previous financial year. The companys
EBITDA rose 8.65 per cent to `29 crore
in FY16 on a yearly basis. Its EBITDA
margin expanded by 157 basis points to
15.71 per cent in FY16 as compared to
the previous fiscal. VDMLs net profit also
increased 18.6 per cent to `14.73 crore in
FY16 on yearly basis.

The global natural and synthetic food


colour market is estimated to grow at a
CAGR of 4.5 per cent during the next five
years and is expected to reach `16,713
crore by 2020. Meanwhile, rising
consumption of processed foods in India is
leading to high demand for food colours.
The per capita consumption of dyestuffs in
India is about 50 grams as compared to the
world average of 300 grams, indicating a
largely untapped domestic market.

Considering latest quarterly results,


VDMLs revenue decreased 32.76 per cent
to `40.38 crore in Q1FY17 as compared
to same period in the previous financial
year. The companys operating profit too
reduced by 6.07 per cent to `7.33 crore in
Q1FY17 on a yearly basis. Its net profit
also declined 4.5 per cent to `3.63 crore
in Q1FY17 as compared to same period
in the previous fiscal.

VDML has expanded the production


capacity of its Roha plant in Raigad
district by 1,400 tonnes to meet the
growing requirements of food processing
industry. VDML had a low debt to equity
ratio of 0.89 in FY16. The companys

Note: The stocks recommended under this section are fundamentally strong stocks. However investors are advised to wait for the
correct opportunity to enter these stocks considering the market sentiment right now.
Last Five Quarters (`/Cr)

Shareholding Pattern
30/06/2016
Promoter

Particulars

64.27

FII

0.10

DII

Others
Total

12

On the valuation front, VDMLs share


price is currently trading at PE multiple
of 19.67x as compared to the industry PE
multiple of 21.81x which makes the scrip
quite attractive. At this juncture we
recommend our readers to BUY the
stock.

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

35.62
100

June-16 Mar-16 Dec-15 Sep-15 Jun-15

Total Income

40.38

36.75

49.19

38.68

60.05

Other Income

0.14

0.34

0.10

0.18

0.71

Operating Prot

7.33

7.52

9.45

5.56

7.81

Interest

1.39

1.40

1.32

1.38

1.53

Net Prot

3.63

3.53

4.99

2.41

3.80

Equity

5.00

5.00

5.00

5.00

5.00

DSIJ.in

DS

Recommendations

Equity
CMP - `741

SESHASAYEE PAPER & BOARDS


BSE CODE
502450

Volume
11268

Face Value
`10

C H I P S

15 Days Investment Horizon

eshasayee Paper and Boards is engaged in the manufacture of printing and


writing papers. On the financial front, Seshasayee Paper & Boards revenue
increased 15.7 per cent to `267 crore in Q2FY17 as compared to same period in
previous financial year. The companys EBITDA almost doubled to `49.83 crore in
Q2FY17 on yearly basis. Its net profit has soared four-fold to `30.7 crore in Q2FY17
as compared to same period in period in previous fiscal year. According to companys
management, Seshasayee Paper and Boards cost of production has declined in the
last quarter and it expects to maintain the same trend for the next two quarters. The
paper prices have not increased in the last few months. The companys topline is
higher due to higher production and not because of higher prices. The rising demand
of writing and printing paper, coupled with a fall in raw material prices, helped boost
margins of the Indian paper mills.
Scrips Movement

Last Seven Days Volume Table


(No. of Shares)

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.

Tata Steel

44.00

43.32

417.00

431.00

3.36

Issue No 23 ,Oct 17 - 30,2016


L&T Finance Holdings

105.00

109.00

3.81

Welspun Enterprises

63.10

75.30

19.33

14

24,949

03-Nov-16

6,496

04-Nov-16

20,562

07-Nov-16

43,138

08-Nov-16

10,615

09-Nov-16

11,268

Volume
3356728

CMP - `34.55
Face Value
`1

n the financial front, Hindustan Construction Companys (HCC) revenue


declined by 2.23 per cent to `1,894 crore in H1FY17 as compared to the same
period in previous financial year. However, its net profit stood at `37.18 crore
in H1FY17 as against `51.46 crore in H1FY16. HCC has bagged orders of `4,818 crore
in H1FY17 till date. The company has order backlog of `21,309 crore as on H1FY17
excluding L1 contracts of `3,014 crore. The Overseeing Committee of the Reserve Bank
of India (RBI) has given its approval for the Scheme for Sustainable Structuring of
Stressed Assets (S4A) for HCC. HCC has a total funded debt of `5,107 crore, which has
been considered under the S4A scheme. As per sources, the lenders will subscribe to
24.44 per cent fresh equity (`1008 crore, assuming a rate of `40 per share) which will
bring down the promoters holding from 36.07 per cent to 27.44 per cent.
Last Seven Days Volume Table
(No. of Shares)
Days

30.70

(Closing price as of Nov 09, 2016)

21,939

Peak Likely
After
Gain
Reco*
(%)

*Highest price after our recommendations

01-Nov-16
02-Nov-16

BSE CODE
500185

Issue No 23 ,Oct 17 - 30,2016


Sumeet Industries

Volume

HINDUSTAN CONSTRUCTION COMPANY

Hot Chips of Last One Month


Reco.
Price
(`)

Days

Volume

01-Nov-16

13,63,553

02-Nov-16

23,09,569

03-Nov-16

19,70,433

04-Nov-16

14,46,242

07-Nov-16

13,11,646

08-Nov-16

10,02,012

09-Nov-16

33,56,728

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

Scrips Movement

DSIJ.in

Equity

Technicals
Nifty Index Chart Analysis
Trump Can Be Over-Trumped, Do Not Panic At This Time
NIFTY WEEKLY CHART
Indian market started the Samvat 2073 on
sluggish note and the week was dominated
by the chances of Trump winning the US
elections and FPIs selling. The markets
were not too happy about the possibility of
Trump becoming the US president and we
witnessed a global sell-off as a result of this.
Towards the end of the week, the US DOJ
(Department of Justices) investigation into
generic pharma companies also took down
the markets sharply. With healthy jobs data
and positive PMI from key economies, the
Fed may look to hike rates.
On the weekly chart, after a long struggle
the bears pierced the crucial support level
of 8480-8500 decisively. This resulted in
formation of a strong bear candlestick
pattern with decent volumes and this
indicated that bears were in a commanding
position. Going ahead the zone of 83008320 is likely to act as a crucial support
level. A decisive breach of this zone is likely
to open gates for a correction up to levels
of 8150-8100 in the medium term. On the
upside, the zone of 8650-8680 is likely to

act as a stiff resistance level in the


medium term. A decisive move above
this zone is likely to open up for upmove
up to levels of 8800-8830. On the weekly

scale, the RSI is quoting around 49 levels


and the zone of 45-48 may offer some
support.

Here are the key levels to watch out for the medium term
Ideas

Nifty Levels

Resistance for the medium term

8650-8680

Support for the medium term

8300-8320

Action to be Initiated

Close above 8650-8680 on the weekly chart


would give further momentum to the bulls.
Close below 8300-8320 on the weekly chart
would trigger sell-off.

Probable Targets

8800-8830
8150.

NIFTY DAILY CHART


Nifty after registering a swing high of
8968.70 levels formed a sequence of lower
top and lower bottom. At present, Nifty
has breached the neckline of Head and
Shoulders pattern, which is a reversal
pattern that forms after an uptrend. The
Head and shoulders pattern is not a
perfect text book pattern but its a
potential one. Now, going forward. the
important support level for Nifty is
around the zone of 8300-8320 as this zone
had earlier acted as a strong resistance
zone; hence, old resistance is likely to act
as support. A decisive breach of this
support zone is likely to open gates for
correction up to levels of 8150 which is a
potential target of the Head and
Shoulders pattern. On the upside, the
zone 8550-8580 will act as a stiff
resistance for Nifty. A close above the
zone of 8550-8580 is likely to open gates
for upmove up to levels of 8680.

16

Here are the key levels to watch out for the medium term
Ideas

Nifty Levels

Resistance for the short term

8550-8580

Support for the short term

8300-8320

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

Action to be Initiated

Close above 8550-8580 on the daily chart


would give further momentum to the bulls.
Close below 8300-8320 on the daily chart
would trigger panic sell-off.

Probable Targets

8680
8150

DSIJ.in

STOCK RECOMMENDATIONS

SUN TV NETWORK ......................... BUY ....................... CMP `507


BSE Code : 532733

Target 1 ..... `540 | Target 2 ..... `560 | Stoploss....`460 (CLS)


The stock is currently trading at `507. Its 52
week high/low stands at `566/`312, made as on
October 07, 2016 and February 29, 2016. The
stock after registering a low of `335.10 in the
month of June has moved northward and
formed sequence of Higher top higher bottom
pattern. In the current scenario the stock has
managed to sustain above retrenchment level
of 38.2 per cent which is `478 from the levels of
`334 to `567, indicating that the stock may see
recovery from current levels. The stock has
vital support at lower levels of `473 and `434,
which are its 100-day EMA and 200-day EMA
levels respectively. The stock is showing good
strength above this level. By weighing all the
possibilities, we recommend buy in Sun TV at
`507 level with a target of `540 followed by
`560 and a stop loss of `460, so traders can
initiate long position with given stop loss.

CAIRN INDIA ................................... BUY ....................... CMP `243


BSE Code : 532792

Target 1 ..... `265

Target 2 ..... `275 | Stoploss....`220


The stock is currently trading at 243 levels. Its 52
week high and low stands at `246/ `107 made on
November 03, 2016 and January 19, 2016. In
October first week, the stock witnessed bullish
breakout after breaking the technical level of
`200; actually at the same level stock formed
Three white soldiers pattern along with huge
volumes in 1 year daily chart. Recently the stock
also witnessed ' DOJI ' candle. On the lower levels
the stock has vital support around its 50 day EMA
level of `214 and its 100-day EMA of `197,
indicating that the stock may see massive recovery
to cross it 52-week high. Moreover, the momentum
oscillator RSI is indicating some more strength. By
taking into consideration all the parameters, we
recommend buy in Cairn India at `243 level with a
target of `265 followed by `275 and a stop loss of
`220.
(Closing price as of Nov 9, 2016)

*LEGEND: EMA - Exponential Moving Average. MACD - Moving Average Convergence Divergence RMI - Relative Momentum Index
ROC - Rate of Change 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

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

17

Equity

Analysis
Arvind

in sales. However, the denim business


witnessed a degrowth of 4 per cent.

POISED FOR GROWTH AHEAD

The companys Technical Textile


segment is a high margin, high returns
along with high barriers of entry into this
segment. The company plans to become
an established player in this segment as it
usually takes time for companies to build
relationships with clients in this
segment.

he Indian textile sector is


one of the oldest industries
in the countrys economy.
Indian textile and apparel
industry accounts for 13 per
cent of the global industry, which is
pegged at a massive USD 110 billion
(USD 70 billion is domestic
consumption and remaining USD 40
billion is exports). India is the worlds
second largest textile and garment
manufacturer and has world's sixth
largest apparel market by value.
According to industry body FICCI, the
global industry is expected to grow at a
CAGR of 8.7 per cent to USD 223 billion
by 2021. Indian apparel demand is at the
cusp of significant growth as the
economy crosses USD 2000 GDP per
capita. The domestic market is expected
to grow to USD 141 billion by 2021. One
of the significant players driving this
growth forward would be Arvind Ltd, a
company that has been defining and
shaping many collections and
trendsetting styles across the ramps and
retail outlets of the fashion capitals of the
world.
COMPANY INTRO
About 85 years ago in British India,
when three brothers of the Lalbhai clan
decided to set up a mill to produce
superfine fabric in the year 1931, not
many would have thought that that very
foundation would make Arvind Ltd one
of Indias largest integrated textile and
apparel company with a strong presence
in branded garments. Arvind is one of
the largest manufacturers and exporters
of textiles products with a turnover of
more than USD 1.3 billion, with an
unmatched portfolio of owned and
licensed brands.
The companys portfolio of brands
include owned brands such as Flying
Machine, Colt etc, while licensed
product brands include global names
such as Tommy Hilfiger, Calvin Klein,

18

The Indian textile industry is


expected to grow at a CAGR of
8.7 per cent to USD 223 billion
by 2021, according to FICCI.
Arvind is geared up to power
on full steam ahead on the
back of growth of the textiles
and garments sector.

As far as the garment segment is


concerned, the company plans to set up
two garment facilities, one in France and
the other in Ethiopia. According to the
companys management, Ethiopia is one
of the lowest cost manufacturing
destination in the world. Once the unit
starts to function, it will help the
company cater to the African markets
and also spread its presence in the
Middle-East and European markets.

Arrow, Nautica, US Polo Assn, Hanes,


Gap and Aeropostale, to name a few.
TEXTILES
Textiles business is the oldest and the
biggest revenue generator for Arvind as
it currently contributes more than 60 per
cent of the companys revenues. In
Q2FY17, the textiles revenues grew by 9
per cent. In the textile business, Arvind
saw its garment segment continue its

BRANDED APPARELS
Arvind Fashions, which houses brands
business, is a very interesting mix of
bridge to luxury brands along with
brands that cater to the masses. The

Mahantesh Sabarad
Head of Research, SBICAP Securities
Arvind has been gradually driving its business away from a heavily capexdependent textile business to an asset-light, vertically integrated and wellnetworked garmenting plus retailing business. It has recently launched its
e-commerce venture to support its rapidly expanding brands and specialty
retail which has the potential to grow 20-25% CAGR in the next 5-6 years. This
growth is being heralded due to increasing discretionary spends and brand
consciousness that is permeating into Indian households, thanks to exciting
online campaigns for fashion apparels. What has been exciting in Arvinds
journey so far is the recent value unlocking in its branded retail subsidiary
wherein Arvind sold 10% stake to Multiples Private Ltd for `740 crore which
values this business at an EV of `8,000 crore against the current total company
EV of `13,800 crore. In other words, the textile business (and other businesses)
whose EBITDA was `971crore, is available at a mere 6x EV/E. Looking at the
companys growth prospects, Arvind is indeed a good long-term investment.

growth momentum by registering a


strong growth of 20 per cent, whereas
the woven segment saw a 11 per cent rise

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

company has a very unique combination


of owned brands, licensed brands and
speciality retail. Arvind is well on course
DSIJ.in

to become a leading player across men's,


womens and kids apparel and
accessories categories in the coming
future. Arvind has an array of brands
under its kitty which gives the company
an advantage in terms of cost benefits
and risk diversification.
According to estimates, the apparel
market is likely to grow at 1.5x of overall
market with the rising per capita income
in the country. Shift in the markets is
likely to favour growth of Arvinds
international brands portfolio across
categories and price-points. The growth
of apparel business would be led by
favourable demographics of the country,
increasing urbanization and increasing
access to trends, peoples affinity towards
branded merchandise complemented by
ever-increasing disposable income in the
hands of masses.
Arvind has built a strong portfolio for
segments across the income pyramid i.e
dividing Indian markets by income
segment namely Value (Unlimited),
Main Stream (Izod, Arrow, Ed Hardy,

DSIJ.in

Dhruv Desai
Director and COO, Tradebulls
Arvind Ltd reported a marginal increase of 1.47 per cent in consolidated net
prot at `71.7 crore for the second quarter ended September 30. Arvind
Ltd, India's largest textile and branded apparel player, announced its
decision to raise about `740 crore by diluting 10% stake in its brand
business arm, pegging its enterprise value at `8,000 Crore. The company
expects to clock a 25 per cent compounded annual growth on its branded
business to achieve its revenue target. Arvind has launched global brands
successfully and has also scaled up a few of them to such a level that it has
now four power brands, Arrow, Flying Machine, US Polo and Tommy Hilger
which have been well-received by the markets. According to FICCI, the
textile industry is expected to grow at 10.6 per cent CAGR to $223 bn over
2015-2021. Arvind, with its big size and scale, remains well-poised to
benet from this growth. Arvind has witnessed signicant gain in the last
couple of months. Technically, the stock has given a break out of crucial
resistance of 365 levels and from that level it gained around 16%. It has
made an all-time high few sessions back and it is likely to continue with its
northward momentum in the near term as well. Looking at the growth
outlook of the Industry, Arvind is likely to benet the most due to this
growth in near term.

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

19

Equity

Analysis
Arvind Ltd.
BSE Code : 500101

CMP (`) 387

Particulars

Amonut (` Crore)

Net Sales

8886.51

% Change
Operating Prot

13.36%
1132.37

% Change

6.05%

Net Prot

362.58

% Change

30.27%

Equity

258.36

EPS (Rs.)

13.89

FV (Rs.)

10.00

P/E (x)

29.13

Dividend Yield (%)


Book Value (Rs)

0.59
98.96

(Trailing Four Quarter Data)

The Childrens Place), Premium (Gant,


Calvin Klein, Gap).
ARVIND E-COMMERCE
Staying with the times, the company also
has its presence in the e-commerce space
with its own OMNI channel platform
NNNOW.com, which was started in
May 2016. The entry of Arvind in the
e-commerce space holds importance as
online sales of apparels are expected to
account for 12 -16 per cent of
companies sales by 2022 (from current
3-4 per cent). The company intends to
spend USD 10 million in FY17 in order
to ramp up its online platform.
Additionally, the company is also in
advanced talks with several third party
brands to join the NNNow.com for their
respective brands. Recently, it has been
widely speculated that company would
also look out for acquisition of troubled
online ventures.
UNLOCKING VALUE
Arvind recently announced its decision
to raise about `740 crore by diluting 10
per cent stake in its brand business arm,
pegging its enterprise value at `8,000
crore. The entire stake sale was
purchased by Multiples, PE firm
founded by Renuka Ramnath. Arvinds
brand portfolio is among the strongest in
India. The company expects to use the
funds raised to retire part of its debt and
explore new investment opportunities.
The transaction also helped Arvind
unlock value that the brand business has

20

achieved in a short span of time. The


valuation received by Arvinds brands is
beyond expectation as with an enterprise
value of `8,000 crore it surpasses market
capitalisation of many big retailers.
Arvinds retail arm is four times the
market cap of Future Lifestyle, double
that of Shoppers Stop and `1,500 crore
more than Trent.
The valuation of retail arm is also close to
the market cap of the parent company,
which stands slightly more than `10,000
crore.
FINANCIALS
Financially, Arvind has been performing
well with revenue CAGR of 14.5 per cent
over the last five years, led by strong
performance from the companys textiles
and branded apparels businesses. During
the same period, the companys EBITDA
CAGR grew by a strong 15.32 per cent
due to operational efficiency achieved by
the firm. Due to the solid operational
performance, Arvind has been very well
able to maintain a steady margin in the
range of 12-13 per cent. However, when
it comes to profitability, companys
CAGR of PAT witnessed a degrowth of
4.5 per cent over the last five years.
Nevertheless, Arvind seems to have
bounced back strongly in terms of
profits when seen over the last two
financial years.
On a quarterly basis, Arvind reported a
rise in income from operation by 19.11
per cent in Q2FY17 to `2331.13 crore as
against `1957.13 crore in the
corresponding quarter of the previous
fiscal. The consolidated EBITDA for the
quarter ending September 30 grew
marginally by 2 per cent at `232.34 crore
vis-a-via `227.7 crore achieved in the
same quarter of last fiscal. The margin for
the quarter remained at 10 per cent,
witnessing a fall of 167 basis points
year-on-year. Profits after tax and
exceptional item saw a negligible increase
of 1.47 per cent in Q2FY17 at `71.7 crore,
compared to `70.66 crore in the
corresponding quarter previous fiscal.
As for segment-wise revenue breakup, the
textile business contributed 61 per cent of
the total revenue earned in Q2FY17,

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

representing a growth of 9 per cent


year-on-year, thereby contributing 17 per
cent to EBITDA growth, up from 15.9 per
cent in Q2FY16. On the other hand, the
branded apparel business now accounts
for 32 per cent of the total income from
operation, which saw a whopping jump
of 33 per cent on a yearly basis.
Arvinds total debt for the quarter
ending September 30 stood at `3425
crore i.e reduction of `350 crore over the
last 6-month period. The company has
successfully pared down its debt over the
past years, which was clearly reflected in
the financing cost taking a downward
trajectory over the last five quarters. The
debt to equity ratio of the company
currently stands at 1.2, down from 1.7 at
the end of H1FY16.

Top shareholders
Holders Name

% Holding

Life Insurance Corporation


Multiples Private Equity
Dimensional Emerging Markets Fund
Franklin Templeton Mutual Fund
Kotak Select Focus

4.62
3.12
1.64
1.43
1.33

CONCLUSION
Indian apparel demand is at the cusp of
significant growth as the economy
crosses USD 2000 GDP per capita.
Arvind will be one of the biggest
beneficiaries in the textile and apparels
sector in the country fuelled by five
powerful platforms, viz. long lasting
international brands relationship, strong
distribution footprints, strong sourcing
capabilities and next generation
omni-channel capabilities would help
Arvind maintain its high growth
trajectory. The companys renewed focus
on high margin business and shifting
focus from B2B to B2C also augurs well
for the future performance. Valuationwise, the company is currently trading at
a high P/E multiple of 28.31 compared to
that of SRF & Indo Count which are
trading at a P/E of 26.10 and 11.73. High
valuation multiples of Arvind are
justifiable given its superior business and
diverse product profile across the
markets. Therefore, Arvind qualifies on
all counts, making it a strong case for a
DS
BUY at this juncture.
(Closing price as of Nov 09, 2016)

DSIJ.in

Special Report

HOW DID YOUR FAVOURITE


COMPANIES DO IN

Abhishek Kumar and Arshad


Hippargi together scan through
the Q2 results of the companies
under Nifty50. Earnings of 31
companies have been considered
in this detail report and then they
analysed sector-wise, helping our
reader-investors to get a detail
understanding of the latest
happenings in these companies

22

he Nifty50 index comprising


stocks of 50 companies
representing various sectors
and is owned and managed
by India Index Services and
Products (IISL), which is a wholly owned
subsidiary of the NSE Strategic
Investment Corporation Ltd.
Of the total 50 companies of Nifty, 31
companies had reported their second
quarter earnings, comprising 60 per cent
of the index constituents. Therefore, we

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

have identified sectors in which almost


all the companies have declared their
current quarter results. The quarterly
results until November 8 have been a
mixed bag with slight deviation here and
there. Moreover, the trend has largely
been on a positive side. In all, we have
identified 21 companies representing six
sectors and have put them together and
have come up with a consolidated
presentation of quarterly result especially
for our reader-investors.

DSIJ.in

Auto Sector

rom the auto segment, there are four stocks in the Nifty
50, Hero MotoCorp, Bajaj Auto, Maruti Suzuki and
Eicher Motors. The June-September quarter was
remarkably fabulous for the industry and these companies have
come out with flying colours, which was largely due to the Pay
Commission boost given by the Centre. The auto segment
remained favourite as compared to all other consumer
segments. On a consolidated basis, the total revenues of the
four auto companies
Auto Sector
stand at `37,158.9
Particulars
Sep-16
Sep-15
%
crore, an increase of 14
Change
(`
/
Cr.)
per cent YoY. EBITDA
Revenues
37158.9
32576.2
14%
stood `6242.91 crore,
EBITDA
6242.91
5150.17
21%
which is an increase of
21 per cent as
PAT
4911.92
3621.09
36%
compared with
previous quarter ended September 2015. The combined
PAT of these four companies in this quarter stood at
`4911.2 crore, an increase of 36 per cent YoY. Unlike other
sectors, no auto stock in the Nifty index registered a negative
result in the current quarter. Maruti Suzuki notched up
largest share in profits of the sector and contributed almost
48 per cent of the total consolidated profits of the four Nifty
auto stocks put together. It was followed by Bajaj Auto and
Hero MotoCorp, which contributed 22 and 20 per cent,
respectively.

DSIJ.in

Banking Sector

n the analysis, we have covered Axis Bank, HDFC Bank,


IndusInd Bank, Kotak Mahindra Bank and Yes Bank.
Private sector banking results in Q2 were in line with the
street expectations, barring Axis Banks result which took the
markets by surprise on the negative side as the earnings were
not as expected from the banking major. The private sector has
been a rank outperformer in the banking space, given the better
performance of private banks as compared to public sector
banks. Going by the
Banking
second quarter
%
Particulars
Sep-16
Sep-15
results, NIIs (net
change
interest income), the
NII (`/Cr.)
17409.30
14624.48
19.04
difference between
NIM (%)
3.94
3.91
0.92
interest earned and
NPA (%)
0.836
0.656
27.44
interest expended,
grew 19.04 per cent year-on-year at `17,409.3 crore as against
`14,624.48 crore. Net interest margins (NIMs) of the Nifty
banking companies grew slightly by 0.92 per cent on a yearly
basis. NIMs basically showed that the investments made by the
private lenders were successful and generated positive returns.
Asset quality of the banks on a sequential basis saw a jump of
27.44 per cent. The data was primarily skewed negatively due to
larger effect of Axis Bank, when comparing private banks. In
terms of asset quality, NPA pains seems to have been eased out
for private sector banks and the forthcoming quarter earnings
would be on a positive side.

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

23

Special Report
Dipen Shah
Sr VP- Head -PCG Research, Kotak Securities
IT services : Results of IT services companies have been
disappointing with revenue growth falling short of
expectations. Client-specic issues, along with macro
uncertainties like Brexit, have resulted in revenue misses
for several companies. However, most companies
reported above-expected margins, led by improved
operational efciencies and cost optimization initiatives.
Going ahead, Indian vendors will have to scale up on their
digital capabilities rapidly, to mitigate the pressure arising
from the traditional services.
Cement : During Q2FY17, cement companies results
were impacted by subdued demand, heavy monsoons
and lower average realizations. Sequentially also,

realisations were down between 1-4% QoQ, barring a few


North-based players, while costs have moved up led by
higher power, fuel and other expenditures. However, the
companies are optimistic of demand and pricing
improvement going forward.
Auto : Auto companies have reported strong results in
2QFY17. Good monsoons and seventh Pay Commission
payout lifted demand across segments. As a result, most
companies reported strong volume and revenue growth
during the quarter. Stable commodity prices, cost saving
initiatives and operating leverage benets from robust
volumes translated into strong operational performance
for the auto OEMs in 2QFY17.

YoY. EBITDA increased by `2072.55 crores which is an


increase of 24 per cent as compared to the previous quarter.
PAT of the three companies put together stood at `912.38
crore, an increase of 20 per cent as compared with the
corresponding quarter of the previous fiscal. Among the three,
UltraTech Cement is the major contributor in the profit chart
and contributes around 67 per cent in the total consolidated
profits put together.
In the trio, ACC has disappointed in the current quarter ended
September 2016. PAT of the company has decreased 29 per
cent as compared to its previous year. Ambuja Cements, on the
other hand, continues to post healthy numbers. PAT of the
company has increased 40 per cent as compared to
corresponding quarter of the previous fiscal.

Cement Sector

The Union Budget 2016-17 has proposed a slew of measures to


boost infrastructure and investment, which will be positive for
the cement sector going forward. On the other hand, increased
spending on infrastructure will also increase the demand for
cement.

here are three cement stocks in the index namely ACC,


Ambuja Cements, UltraTech Cement. On a

consolidated basis,
Cement Sector
the sector has
Sep-16
Sep-15
%
Particulars
performed well as
Change
(` / Cr.)
compared to the
Revenues
13563.66
11574.56
17
previous years
EBITDA
2072.55
1677.01
24
quarter ended
PAT
912.38
759.53
20
September 2015.
Total net income
stood at `13563.66 crores posting an increase of 17 per cent

24

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

FMCG Sector

IT Sector

or quarterly earnings review we have taken two FMCG


heavyweights, namely, Hindustan Unilever Ltd. (HUL)
and ITC. Both HUL and ITC, the top two FMCG
companies in the Nifty 50, delivered a sales growth of 5.42 per
cent in Q2 at `22,096.87 crore as compared to `20,959.89 crore
achieved in the same quarter of the previous fiscal. But
volume sales of the countrys largest FMCG player, HUL
hardly increased in the quarter gone by, thus making it
one of the worst quarters in more than a decade, led by
a weak rural and
FMCG
urban demand.
Sep-16
Sep-15
%
However, sales growth Particulars
Change
(` / Cr.)
of ITC was strong in
Revenues
22096.87
20959.89
5.42
second quarter.
EBITDA
PAT

5034.65
3595.63

4719.36
3244.67

6.68
10.82

On the operational
level, the two consumer companies EBITDA saw a growth of
6.68 per cent in the second quarter ending September 30 at
`5034.65 crore as against `4719.36 crore in the corresponding
period of last fiscal. Profitability for the second quarter
saw a good growth of 10.82 per cent to `3595.63 crore vis--vis
`3244.67 crore. These companies, however,
are optimistic that the consumer demand would witness a
revival on the back of good festival demand, monsoons
and the money from the Seventh Pay Commission and
OROP award.

DSIJ.in

here are altogether five IT companies in the Nifty 50


index. Unlike March-June quarter which was
disappointing for IT companies, the September quarter
has fared well. Wipro, Tech Mahindra, Infosys, HCL
Technologies, TCS are the IT scrips in Nifty 50.

The total consolidated revenues of these companies saw an


uptick in this quarter and stood at `72364 crore, showing a
growth of 9 per cent
IT Sector
YoY. EBITDA in the
Sep-16
Sep-15
%
July-September
Particulars
Change
(`
/
Cr.)
stood at `18663.7
Revenues
72364
66332.5
9%
crore and has grown
6 per cent. PAT has
EBITDA
18663.7
17617.3
6%
grown 5 per cent
PAT
14613.5
13911.7
5%
and stood at
`14613.5 crore. Tech Mahindra and Wipro are the only
companies registering de-growth of 18 and 8 per cent,
respectively. Tata Consultancy Services and Infosys are the two
major companies which contribute a larger chunk of profits
among these five companies. These two companies together
constitute 70 per cent of the total profits.
The IT sector is of paramount importance, as its contribution in
Indias GDP has increased by 9.5 per cent up to FY15. Therefore,
strong IT earnings will impact the Indian GDP positively.

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

25

Special Report
Raghu Kumar
Director, Upstox
Q2 results are in, and its time to break down the results
from the Telecom, FMCG, Banking and Finance sectors.
With Telecom, all eyes are on RIL with the launch of
Reliance Jio and how it will affect other Telecom players.
RIL Q2 results came in line with expectations, and Bharti
Airtel the biggest Telecom player outperformed
expectations. It remains to be seen how Jio, once
massively rolled out, will truly affect the bottom line of
the other major Telecom players.
With FMCG, its a mixed bag. Its easy to look at the
results and show that Q2 was tremendously
disappointing from a sales point of view (one of the worst
quarters over a decade). However, the stock prices have
not reected the negative news. The general expectations

Telecom Sector
Bharti Airtel and Idea Cellular, the two telecom stocks in the
Nifty 50, posted an increase of 4.44 per cent in sales revenue at
`33,971.74 crore in Q2 as compared to `32,527.27 crore in the
same period of the last fiscal. Sales growth of the companies
have slowed down in the last few quarter, negatively affected
by competitive pressures and stagnation of telecom markets
where new additions have been slow and low. EBITDA in Q2
increased by a strong 11.41 per cent at `12,300.32 crore on the
back of operational
Telecom Sector
efficiency on the part
Particulars
Sep-16
Sep-15
%
of both the telecom
Change
(` / Cr.)
companies. For the
Revenues
33971.74 32527.27
4.44
quarter gone by, these
EBITDA
12300.32 11040.65
11.41
companies also saw
PAT
1552.16
2284.98
-32.07
realisations coming
down due to higher cost pricing pressures courtesy

for FMCG companies is high; therefore, when Hindustan


Unilever posted just a 1.5% increase in net sales year to
year, and others posted similar positive, but less than
expected, results. The general consensus is that there is a
lot of room for improvement, which indicates that FMCG
is a great sector for investors to look into as volumes
should climb throughout urban and rural India.
With Banking and Finance, its best to stay away until
clarity arises as to how the key operations of the banks
show signs of a turnaround. Its evident that many banks
are facing troubles due to having non-performing assets
not able to make a turnaround. Axis Bank, for example,
has shown a 83% loss in prot year on year. This is being
reected in its stock price: a 14% drop over 30 days.
competition. Telecom players are witnessing a jump in their
respective revenue break as data revenues continued to grow at
a healthy pace. Profits were under pressure with a steep decline
of 32 per cent on a yearly basis to `1552.16 crore as against
`2284.98 crore in Q2FY16. Profits have been primarily hit by
rising finance cost year-on-year as the telecom companies
highly leveraged balance sheets weighs negatively on their
profits. In terms of earnings, Q3 would be keenly watched as
effect of new entrant Reliance Jio would be correctly factored
in the telecom companys numbers, especially with respect to
data revenues.
CONCLUSION
Of all the reported quarterly results, we have seen secular
trend emerging when it comes to sales growth in
consumption-related companies, be it material goods or
services. There have been sectors like Information Technology
which are facing headwinds and have been bogged down by
various factor beyond the control of the companys
management. However, there were also sectors facing positive
tail winds when it came to demand revival and stable earnings.
The automobile sector was one pocket that performed
strongly on the back of strong volume-led sales numbers. The
banking sector which constitutes a major chunk of the index,
saw stable earnings for the quarter in review on the back of
asset quality review (AQR) initiatives being undertaken by
the RBI.
The first batch of second quarter earnings have been in line
with the street expectations. However, the second batch of
quarterly results would be keenly watched, with special focus
on the PSUs, select automobiles and pharma majors in the
DS
coming weeks.

26

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

Databank

Updated Information

Key To

Subscribers can access the complete databank consisting of


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

Databank
Updated Information

zFace Value: Actual cost of the stock assigned by the security issuer and shown in the certificate.
zYear: First two digits shows Year while last two digits show month of calender, eg. 1103 shows

March2011 results.
zCEqt.: Current paid up capital of the company.
zB.V: Book Value Per Share: Equity capital plus reserves to the number of equity shares.
zSales: Sales figures includes Excise duty.
zNP: Net Profit : Profit after tax but before investment allowance reserves.
zEPS: Earnings Per Share: Ratio of net profit less preference dividend to the number of equity

shares (Annualised).
zDiv (Rs.): Indicates the dividend per share.
zD/E Ratio : A measure of a companys financial leverage calculated by dividing its total

zNoShold: Indicates the Number of Share Holders of the company. (In Thousands)
z Market Cap: Current market price multiply no.of equity shares.
zPrice: Current Market Price.
z52 Week H/L: High/Low range is taken for the market prices during the 52 week H/L.
zEnterprise Value : Current Market Cap Plus Debt Minus Cash and Bank Balances.
zTrail.P/E Ratio: Current market price to Trailing 12 months EPS.
zTicker: BSE Scrip Code
zU: Unaudited.
zCompanies with an () following their equity capital have increased their capital after the

last financial year.


zCompanies with an (*) Before the name of the Company, indicates new addition/

updation/correction made during the fortnight.

Debt by stockholders equity.

zCB: Cum-Bonus XB: Ex-Bonus.


zEX: Ex-Rights wherever the price is indicated a Ex-bonus or Ex-rights, the

corresponding figures for equity. Reserves, Book value and EPS are adjusted
as per the bonus or the Rights ratio.
Notes: (A) The Profit figure reflects the performance of the current year. We have
made the necessary adjustments for the prior years entries in P/L .A/c to reflect the
true performance of the current year. Thus our figures may not be comparable with those
published elsewhere unless they represent the same thing. (B) Source of information is
Company press releases and Annual Reports.

Institutional Holding: Indicates the % of equity holdings in the company held by Financial
Institutions, Banks,Insurance companies,MFs and FIIs.

DSIJ.in

0 41.13 338.5
0 16.16 80.9

32671
9916

158.20
51.30

32
166/59 60990 41.1
57/30 4982 14.1

29

75.7

-16 43.94

0 29.67

15.5

2342

515.70

18
632/333 2278 16.5

41.2 1609

713.1

29.1 1609H 1469.6

Entprise Value
(` Cr)

381 37.68
-23 74.57

52-Week
High/Low

294.1
135.0

(04/11/16)

-11
4

CMP (`)

Market Cap
(` Cr)

1.6 1606 7597.3 294.1 1606Q 7597.3


5.8 1606 1549.0 135.0 1606Q 1549.0

Pledged (%)

12
1396/702 32632 17.2
796/390 13128 4.7
95/43 5312 7.5

Prom. Stake (%)

916.15
435.30
65.35

Sales
(` Cr)

33401
4945
3917

Year / Months

-8 85.88 0 7.05 72.7


-53 50.99 0 37.24 106.1
104 60.31 33 2.12 171.0

NP
(` Cr)

591.8
103.1
149.0

Sales
(` Cr)

9
-2
37

Latest Qtr. Year

108.2 1606 4578.9 591.8 1606Q 4578.9


- 1606 5112.0 103.1 1606Q 5112.0
- 1606 1521.5 149.0 1606Q 1521.5

RONW (%)

No. of Shareholder
(in 000)

Trailing P/E Ratio

MARKET RELATED DATA

NP Growth (%)

1 AIRLINES
IND. COMPOSITE
1133
42649 3611
InterGlobe Aviation
10 1603 364.6* 50 16140 1989.7 54.6 15.00 1.6
Jet Airways
10 U1603 113.6 -285 21167 1173.6 103.3
- -2.3
Spicejet Ltd.
10 U1603 599.5 -19 5088 449.8
7.5
- -0.9
2 ALUMINIUM
IND. COMPOSITE
1173
41134 1338
Hindalco Indus.
1 1603 206.5* 179 34318 607.3
2.9 1.00 0.8
National Alumini
5 1603 966.5 65 6816 731.0
3.8 2.00 0.0
4 AQUACULTURE
IND. COMPOSITE
9
2018
155
*Avanti Feeds Lim
2 1603
9.1 83 2018 155.3 34.2 7.00 0.0
5 AUTO - 2 & 3 WHEELERS
IND. COMPOSITE
400
63071 7365
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
*Maha. Scooters
10 1603
11.4 273
9 101.0 88.4 30.00 0.0
*TVS Motor Co. Ltd.
1 1603
47.5 41 11244 432.1
9.1 2.50 0.4
6 AUTO - ANCILLARIES
IND. COMPOSITE
1283
71582 4702
Amara Raja Batt.
1 1603
17.1 123 4691 489.4 28.7 4.25 0.0
Amtek Auto Ltd.
2 1603
45.0 197 1485 -660.8 -58.8
- 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
Bosch Ltd.
10 1603
31.4 2640 10613 1245.9 396.8 85.00 0.0
Endurance Technologi 10 1603 140.7* 104 3674 205.6 14.6 7.38 0.1
*Exide Inds.
1 1603
85.0 52 6809 622.8
7.3 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
Gabriel India
1 1603
14.4 26 1438 75.2
5.2 1.20 0.0
GNA Axles
10 1603 21.5* 67 509 26.0 12.1
- 0.8
Harita Seating Syst.
10 1603
7.8 89 308 25.3 32.6 6.00 0.0
Hind. Composites
10 1603
4.9 1194 184 39.1 79.4 1.00 0.0
India Nippon Ele
10 1603
11.3 208 340 25.3 22.4 9.00 0.0
IST Ltd.
10 1603
5.8* 270
18
6.6 11.4
- 0.1
Jamna Auto Inds.
5 1603
39.8 31 1092 72.3
9.1 2.75 0.0
Jay Bharat Marut
5 1603
10.8 112 1302 40.4 18.7 2.00 0.4
*JBM Auto
5 1603
20.4 49 567 24.6
6.0 1.75 1.1

SHAREHOLDINGS

YEAR TO DATE

NP (` Cr)

LATEST QTR.

DERatio

EPS (`)

Div (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Face Value

AUDITED ANNUAL

Data powered by: Dion Global Solutions Ltd.,


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

Inst. Stake (%)

exchange.
zYearToDate : Latest Results (qtr,half or Nine) of the company.
zSales Growth % : Indicates the % growth of sales on year-on-year basis.
zNP Growth % : Indicates the % growth of Net profit (NP) on year-on-yearbasis.
zPromoter Holding: Indicates the % of equity holding with the promoters of the company.
z
Promoters pledged shares % :Indicates the % of shares Pledged by promoters.

Sales Growth (%)

zRONW (%): Net Profit Divided by Total NetWorth.


zLatest Quarter: Indicates the recent quarterly filing of the company with the stock

Company Name

Updated as on Nov 04, 2016

23
477.45
581/392 1069 23.9
2813.35 3122/2173 80712 20.6
3282.95 3740/2375 65426 18.6
1812.50 2170/1062 2065 34.5
392.45
418/256 19370 35.6

30.6
29.7
39.4
32.4
22.3

1606
93.0
5.0 1606Q
93.0
1609 6432.3 1122.8 1609H 12521.1
1609 8448.7 1004.2 1609H 16459.4
1609
1.4
8.9 1609H
2.3
1609 3726.3 177.4 1609H 6874.5

-13
5.0
7 2101.1
11 1887.3
-53
10.3
17 298.6

-29
8
23
-80
28

52.69
49.29
34.63
50.99
57.39

0
0
8
0
0

15.31 21.2
25.96 80.1
56.37 87.2
10.95 10.4
30.20 107.1

1081
81409
65558
2071
18645

23.3
9.2
10.6
18.1
15.0
14.0
14.0
9.0
20.9
19.8
17.9
36.8
6.7
10.6
4.2
29.4
16.7
12.4

1606 1469.0 130.7 1606Q 1469.0


1606 553.3 -319.7 1606Q 553.3
1609 110.2
5.1 1609H 234.9
1606 292.8 11.1 1606Q 292.8
1606 138.9 32.9 1606Q 138.9
1606 2519.6 378.7 1606Q 2519.6
1609 2174.6 181.3 1609H 4440.2
1606 340.8 16.7 1606Q 340.8
1606 245.2 11.5 1606Q 245.2
1606 370.4 19.4 1606Q 370.4
1609 130.0
7.5 1609H 268.6
1609
92.5
4.6 1609H 181.3
1606
54.8 12.4 1606Q
54.8
1606
84.0
6.1 1606Q
84.0
1606
6.2
2.2 1606Q
6.2
1606 293.7 27.3 1606Q 293.7
1609 412.7 13.3 1609H 746.0
1606 175.6 13.6 1606Q 175.6

17 130.7
-36 -319.7
16
11.5
25
11.1
22
32.9
9 378.7
11 377.4
-1
16.7
21
11.5
8
19.4
7
15.3
20
8.1
46
12.4
7
6.1
38
2.2
16
27.3
15
20.3
16
13.6

7
-103
50
42
38
1
21
71
20
11
26
4
115
37
254
96
14
136

52.06
47.42
53.50
71.03
67.88
71.17
82.50
45.99
74.98
63.58
54.63
70.65
66.35
74.97
66.38
74.99
47.91
58.56
61.97

1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
9
0
0

29.31 42.9
13.74 82.2
0.86 11.6
13.66 11.9
4.71 17.5
19.49 51.3
8.74 287.8
34.09 92.3
13.55 17.8
24.19
8.0
17.79 59.0
12.25 18.5
8.69
6.2
0.01 12.3
0.38
8.1
0.00
6.7
8.93 29.6
0.11 12.1
2.90 11.3

41
17198 1006.85 1077/773 17120 34.5
908
40.40
56/26 8880
457
712.40
752/381 459 22.5
1064
704.00
817/510 1092 28.0
1464
204.70
242/90 1393 16.0
67538 21509.55 25650/15753 65725 48.4
8336
592.60
675/570 8475
16057
188.90
208/116 16085 23.3
2505
450.30
591/271 2653 49.2
1697 1289.80 1510/584 1803 28.7
1689
117.60
130/75 1661 21.9
476
221.70
276/218 583
549
706.20
790/288 549 21.4
903 1833.85 2119/750 904 19.7
640
565.90
695/315 630 23.8
423
725.00
825/570 433 51.5
1683
211.35
241/106 1687 19.6
700
323.15
375/114 793 16.3
1105
270.75
327/101 1309 34.0

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

27

Updated Information

28

14.6 1606 11942.9 955.2 1606Q 11942.9


16.9 1609 20296.8 2398.0 1609H 37268.5

0.4
0.0
0.0
0.2
0.6

13.1
57.2
12.1
15.0
1.0

0.2
2.0
0.0

4.8 1609
- 1606
17.6 1609

995.3
7.5
174.7

0.0
0.2
0.7
0.0
0.0

15.3
28.7
15.3
16.4
17.6

1606
1609
1606
1609
1606

452.6
31.9
174.6
712.6
300.2

0.0
0.0
0.8
0.7
0.2
1.3

32.2
8.3
8.5
10.6
14.0
35.0

1.2

17.0 1606

560.7

16.9 1606Q

0.1
0.0
0.7
0.8
0.8

7.5
16.9
15.5
22.2
21.0

1606
1606
1606
1609
1606

108.4
596.6
532.5
508.7
213.1

8.6
67.2
17.4
13.8
15.1

0.2

18.5 1609

73.0

1606 4258.8 290.8 1606Q 4258.8


1609 1988.7 396.2 1609H 3744.9
1609 965.5 50.3 1609H 1819.6
1606 463.2 41.1 1606Q 463.2
1606 11464.7 25.8 1606Q 11464.7

14 955.2
21 3884.2

12 25.35
44 56.20

Trailing P/E Ratio

1315
1012
673
846
2239
2979
42457
527
877
438
1588
1040
500
776
431
942
538
937
730
472
3377
1198
967
950
5792
6707
2658
614
456
10563
1515
1428

Entprise Value
(` Cr)

71.73 100 16.76 12.2


47.45 0 15.18 17.0
55.66 0 19.45
8.5
73.53 0 2.26 20.1
70.20 0 12.69
8.0
74.01 0 6.40 10.8
63.10 9 26.65 106.5
74.80 0 0.13 19.1
65.01 0 3.55 13.9
61.92 0 1.02 23.0
63.91 0 16.66 48.0
40.66 7 4.98 38.3
57.79 0 0.38
7.7
66.49 0 9.83
8.6
51.13 0 1.37
6.1
50.10 0 4.45 46.3
63.53 61 3.19 13.9
70.12 0 5.08 15.7
74.95 0 0.16
2.9
74.79 0 0.97 14.7
- 0 0.00
52.32 0 1.43 52.2
58.76 12 0.97 12.9
40.00 0 4.45 59.6
74.99 0 15.72 15.5
49.53 0 21.29 41.4
47.36 0 16.13 12.9
55.29 0 0.12
4.8
70.27 2 0.25 18.4
74.99 0 10.17 26.5
74.99 0 7.39
7.3
73.65 0 1.68 10.1

52-Week
High/Low

-34
16
-13
-15
11
66
-10
94
-1
88
8
845
36
133
2203
174
-16
50
144
-85
88
77
21
-65
-59
62
3
2
80
56
63
51

(04/11/16)

Inst. Stake (%)

1.1
30.7
3.3
9.7
10.4
22.6
143.7
16.4
32.6
6.2
18.5
41.7
9.3
20.3
59.3
14.1
3.6
11.6
12.6
1.2
32.6
3.1
32.9
3.5
19.3
152.5
12.8
12.3
16.2
73.9
27.7
13.5

Pledged (%)

Market Cap
(` Cr)

0.1
0.0

-3
9
8
-5
13
17
18
5
2
16
-0
37
16
10
5
14
10
21
14
5
9
2
4
23
7
12
16
7
20
39
7
32

No. of Shareholder
(in 000)

1606
81.3
1.1 1606Q
81.3
1609 310.0 21.1 1609H 574.2
1606 147.5
3.3 1606Q 147.5
1606 303.5
9.7 1606Q 303.5
1606 180.6 10.4 1606Q 180.6
1606 400.8 22.6 1606Q 400.8
1606 1421.5 143.7 1606Q 1421.5
1609 221.2
8.3 1609H 445.7
1609 389.1 18.0 1609H 774.6
1606
57.7
6.2 1606Q
57.7
1606 117.6 18.5 1606Q 117.6
1609 333.3 19.6 1609H 651.9
1609 257.5
6.6 1609H 485.1
1609 113.1
9.8 1609H 234.5
1609
90.7 61.9 1609H 183.0
1606 247.3 14.1 1606Q 247.3
1606 113.6
3.6 1606Q 113.6
1609
50.9
6.7 1609H
97.3
1606 244.1 12.6 1606Q 244.1
1606 118.8
1.2 1606Q 118.8
1606 363.3 32.6 1606Q 363.3
1606 264.2
3.1 1606Q 264.2
1609 291.0 18.0 1609H 616.3
1609 437.4
4.3 1609H 761.9
1609 382.9
7.9 1609H 764.8
1609 738.2 76.9 1609H 1451.2
1606 143.5 12.8 1606Q 143.5
1609 119.8
5.8 1609H 242.5
1609 150.4
8.1 1609H 287.6
1606 536.7 73.9 1606Q 536.7
1609 545.7 13.1 1609H 1079.6
1606 111.1 13.5 1606Q 111.1

Prom. Stake (%)

2.9
14.5
14.3
18.3
13.4
18.2
29.1
9.2
13.5
0.8
10.8
14.4
9.2
18.7
5.9
15.1
6.4
14.8
9.8
13.2
9.1
13.3
7.2
32.4
20.8
12.1
10.8
5.6
19.4
9.8
16.1

MARKET RELATED DATA

NP Growth (%)

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

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

SHAREHOLDINGS

YEAR TO DATE

NP (` Cr)

JMT Auto Ltd.


1 1603 50.4*
3 336
4.9
0.1
*LG Balakrishnan&Bros 10 1603
15.7 252 1090 57.5 36.6 6.00
Lumax Auto Technolog 10 1603
13.6 100 562 19.6 14.3 4.70
Lumax Inds.
10 1603
9.3 210 1255 37.4 40.0 12.00
Minda Corporation
2 1603
41.9 17 705 46.5
2.2 0.50
Minda Industries
2 1603
15.9 55 1469 79.4 10.0 1.40
MothersonSumiSystems 1 1603 140.4* 17 5312 711.9
5.1 2.50
*Munjal Auto Industr.
2 1603
10.0 44 885 20.1
4.0 1.40
*Munjal Showa Ltd
2 1603
8.0 113 1502 61.2 15.3 4.00
Phoenix Lamps
10 1603
28.0 63 218
1.4
0.5
Precision Camshafts
10 1603
94.7 54 438 54.9
5.8 1.00
*Pricol Ltd.
1 1603
9.5 32 1127 43.2
4.6
Rane (Madras)
10 1603
10.5 145 861 14.1 13.4 4.50
*Rane Brake Lining Lt 10 1603
7.9 174 448 25.8 32.5 10.00
Rane Engine Valve Lt
10 1603
6.7 153 350 -12.5 -18.7
Rico Auto Inds.
1 1603
13.5 34 908 27.1
2.0 0.60
Setco Automotive
2 1603
26.7 14 505 33.4
2.5 0.80
*Shanthi Gears
1 1603
8.2 35 165 18.2
2.2 0.50
Sharda Motor Ind
10 1603
5.9 388 927 34.2 57.6 12.50
Shivam Autotech Ltd.
2 1603
20.0 20 424 19.2
1.9 0.40
Shriram Pistons
10 U1603
22.4 308 1393 92.7 41.5
Sona Koyo Steer.
1 1603 19.9* 14 1077 25.0
1.3 0.50
Steel Strips Wheels
10 1603
15.5 296 1182 61.2 39.4 1.50
Subros Ltd.
2 1603
12.0 56 1307 24.0
4.0 0.80
Sundaram Clayton
5 1603
10.1 213 1415 139.6 69.0 41.00
*Sundaram Fasten.
1 1603
21.0 48 2607 211.2 10.0 2.15
Suprajit Enginee
1 1603
13.1 32 588 50.0
3.8 1.05
The Hi-Tech Gears
10 1603
18.8 88 450 21.2 11.3 3.00
*Ucal Fuel System
10 1603
22.1 147 503 18.1
8.2 3.50
WABCO India
5 1603
9.5 556 1838 204.6 107.9 6.00
Wheels India Ltd.
10 1603
12.0 339 2016 40.0 33.2 9.00
ZF Steering Gear
10 1603
9.1 308 381 45.1 49.7 12.50
7 AUTO - CARS & JEEPS
IND. COMPOSITE
462
98631 7739
*Mahi. & Mahi
5 1603 310.5 350 40885 3167.5 51.0 12.00
*Maruti Suzuki India
5 1603 151.0 894 57746 4571.4 151.3 35.00
8 AUTO - LCVS/HCVS
IND. COMPOSITE
1019
71604 2416
Ashok Leyland
1 1603 284.6 16 18822 721.8
2.5 0.95
*Eicher Motors
10 1603 27.2* 791 6188 1229.8 361.7 100.00
*Force Motors
10 1603
13.2 1124 3060 179.4 136.2 10.00
SML Isuzu Ltd.
10 1603
14.5 235 1164 51.2 35.4 8.00
Tata Motors Ltd.
2 1603 679.1* 66 42370 234.2
0.7 0.50
9 AUTO - TRACTORS
IND. COMPOSITE
1335
4164
139
Escorts Ltd.
10 1603 122.6 150 3472 89.4
7.3 1.20
HMT Ltd.
10 U1603 1204.1
3
45 -24.7 -0.2
*VST Tillers Tr
10 1603
8.6 486 647 74.1 85.8 15.00
10 BEARINGS
IND. COMPOSITE
162
6555
607
Fag Bearings Ind
10 1512
16.6 775 1724 197.5 118.8 10.00
Menon Bearings L
1 1603
5.6*
9 111 14.9
2.7 1.00
NRB Bearings Lim
2 1603
19.4 31 659 46.0
4.7 1.40
*SKF India
10 1603
52.7 298 2998 257.1 39.0 15.00
Timken India Ltd
10 1603
68.0 77 1062 91.9 13.5 1.00
11 BEVERAGES
IND. COMPOSITE
298
16853 1475
G M Breweries Ltd.
10 1603 14.6* 124 360 58.3 39.9 2.50
Manpasand Beverage 10 1603 57.2* 106 557 50.6
8.8 1.00
*Radico Khaitan Ltd.
2 1603
26.6 67 1543 76.9
5.8 0.80
Som Distilleries
10 1603
27.5 46 220 13.4
4.9 1.50
United Breweries Ltd
1 1603
26.4 80 5081 294.6 11.1 1.15
*United Spirits
10 1603 145.3 193 9092 981.2 67.5
12 CABLES - POWER/OTH ERS
IND. COMPOSITE
16
2326
62
KEI Industries
2 1603 15.6* 47 2326 62.2
8.0 0.50
13 CABLES - TELEPHONE
IND. COMPOSITE
314
7821
597
*Aksh Optifibre
5 1603
81.3 27 435 33.5
2.1
Finolex Cables
2 1603
30.6 96 2461 248.8 16.3 2.50
Shilpi Cable Technol
10 1603 110.6 33 1906 56.3
5.1 1.00
*Sterlite Technologie
2 1603 79.6* 20 2036 181.1
4.6 1.00
*Vindhya Telelink
10 1603
11.9 310 984 77.3 65.3 6.00
14 CARBON BLACK
IND. COMPOSITE
45
2169
76
*Oriental Carbon
10 1603
10.3 278 275 53.0 51.5 8.50

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

CMP (`)

Databank

26.10
53/18 1441
644.90
729/397 1117 16.4
493.80
557/260 684 35.3
904.90
989/357 938 23.7
106.95
144/76 2248 47.1
375.55
405/132 3061 33.7
302.50
359/206 42777 60.9
105.40
118/62 577 18.8
219.35
256/150 875 14.4
156.15
173/88 476 101.5
167.60
188/126 1403 28.2
109.70
132/30 1067 12.9
475.55
568/267 732 30.2
980.20 1399/277 795 20.8
641.95
807/442 546
69.65
75/28 1113 26.2
40.25
55/28 743 17.1
114.65
143/78 879 42.4
1227.25 1438/726 798 17.5
47.15
69/40 744 37.3
1509.55 2973/385 3566 31.3
60.30
75/37 1401 45.5
622.50
775/284 1442 13.7
158.35
186/73 1240 54.6
2863.00 3542/1755 6070 51.9
319.20
354/135 7249 24.9
202.35
234/122 2837 52.8
327.00
400/220 640 28.6
206.05
236/87 591 18.0
5568.80 6784/5172 10350 45.7
1259.40 1417/771 1846 29.9
1573.75 1815/1045 1459 28.8

5 54.43 173.1 85242


0 37.28 149.5 172628

33
1372.45 1509/1092 84788 25.9
5714.65 5972/3202 172666 28.6

113
50.38 11 18.61 504.3 25784
90.60
113/75 26200 30.2
50.59 0 36.73 67.7 65158 23951.95 26602/14818 65136 47.4
60.11 0 5.72 43.6
5768 4377.50 4839/2180 5453 28.4
43.96 0 7.39 29.0
1837 1269.70 1434/646 1856 29.1
32.99 6 40.50 443.7 173893
512.10
599/266 187480 -

10
242
30
21
10

290.8
733.3
101.8
41.1
25.8

101
269
30
42
-91

31.3 1609H 2065.0


-32.6 1606Q
7.5
17.5 1609H 352.7

16
-29
11

78.2
-32.6
37.5

49 42.98
-29 93.68
1 53.98

0 15.79
0 0.00
0 17.88

87.4
22.0
11.6

4313
4539
1674

37
351.90
414/113 4373 37.5
37.70
60/35 4614
1938.05 2035/1275 1647 22.4

45.3
4.7
14.1
60.3
28.4

1606H 870.1
1609H
63.0
1606Q 174.6
1609H 1415.8
1606Q 300.2

3
14
9
132
13

87.7
9.4
14.1
120.7
28.4

-3
36
34
159
21

0
0
5
0
0

32.36
0.00
33.91
32.54
11.05

10.0
9.3
10.5
23.6
53.8

6963
423
1168
7558
3765

32
4189.95 4485/3707 6492 35.8
75.45XB
93/40 430 24.4
120.55
162/104 1363 23.6
1433.30 1550/1040 6861 32.9
553.65
641/401 3736 38.8

1609
87.7 11.1 1609H 176.7
1606 236.9 28.6 1606Q 236.9
1609 1211.4 22.3 1609H 2424.4
1606
87.4
7.1 1606Q
87.4
1606 1562.3 147.1 1606Q 1562.3
1609 6038.8 82.5 1609H 11891.9

1
53
217
13
8
10

23.7
28.6
44.3
7.1
147.1
126.3

-6
82
21
11
20
53

74.43 0 2.13
50.38 0 45.61
40.46 7 35.62
22.97 0 0.00
73.87 19 20.51
58.47 3 27.28

12.8
8.2
33.4
6.8
33.3
94.0

560.7

16.9

45 49.03

1606Q 108.4
1606Q 596.6
1606Q 532.5
1609H 1068.7
1606Q 213.1

16
1
25
-47
4

8.6
67.2
17.4
47.1
15.1

-22
40
26
-5
-25

29.3

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

14.7 1609H

151.7

51.32
74.67
54.88
53.58
75.02

35
691 12.8
3929 63.3
2525 21.8
525 28.6
23570 72.5
33450 172.5

20
129/86 1321 13.2

23.4

890

114.40

29.40 0 0.54 46.0


35.85 0 24.39 37.4
41.19 74 12.78
7.9
54.53 0 16.16 118.8
43.59 0 13.49
8.3

447
6640
2221
3653
811

27.50
434.15
200.75
91.80
684.30

31/12
457/201
212/44
113/69
975/511

23
511 14.4
6447 24.8
2372 37.1
4281 25.9
1079 11.2

756

734.05

795/385

21
795 13.8

7 51.04

0 23.59

725 495.55XB
928/441
4021
703.20
776/370
1829
137.45
151/84
452
164.40
208/151
23170
876.30 1005/690
29788 2049.70 3645/2040

0 17.23

14.5

DSIJ.in

DSIJ.in

459.7 79.4 1606Q 459.7


168.6
5.1 1606Q 168.6
957.0 122.1 1606Q 957.0
420.9 10.1 1606Q 420.9
166.4 -36.6 1606Q 166.4
582.2 -118.8 1606Q 582.2
118.6 10.2 1609H 237.6
443.5 14.0 1609N 1339.6
158.8
7.8 1606Q 158.8
217.8
6.2 1606Q 217.8

1
20
-19
-12
10
-17
-6
224
12
-8

1606
1606
1606
1606
1606
1606
1609
1609
1606
1606

7.0
7.8
5.8
15.9
4.3
3.8
5.9
0.5
11.1
27.0
16.8
6.1
0.8
8.4
9.0
7.4
18.1
29.6
10.5

1609
1609
1606
1606
1606
1606
1609
1609
1606
1606
1606
1609
1606
1606
1606
1609
1606
1606
1606
1609

2519.2
2031.4
900.7
132.0
470.5
1205.7
1076.1
733.1
182.4
225.2
167.5
719.2
437.1
1409.6
31.2
138.3
2494.2
972.1
18.9
6195.6

84.1
277.0
94.3
11.4
26.3
44.0
40.9
24.9
3.2
22.6
9.1
85.7
-7.6
15.7
-1.4
2.5
507.7
155.9
0.6
601.0

1609N
1609N
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606H
1609H
1606Q
1606Q
1606Q
1609H

8427.0
7036.8
900.7
132.0
470.5
1205.7
2117.7
1604.9
182.4
225.2
167.5
1521.7
437.1
1409.6
35.2
296.0
2494.2
972.1
18.9
13290.8

8.6
9.5
6.7
0.2

1609
1609
1606
1606

214.8
450.7
233.9
270.7

9.2
21.8
30.3
23.8

1609H
1609H
1606Q
1606Q

5.7
19.8
7.8
25.8
14.5

1609
1609
1606
1609
1609

243.8
261.0
498.6
676.4
467.7

6.2
25.1
26.5
73.8
23.0

23.6
16.8
25.0
21.0
0.4
21.2
13.7
24.3
29.1
15.5
3.6
20.7
10.5
18.3
8.2
13.6
25.1
0.4
12.9
13.7
23.2
24.3

-5 554.1
-1 794.2
14
94.3
-17
11.4
7
26.3
-2
44.0
26 101.8
30
53.5
-12
3.2
6
22.6
6
9.1
25 191.6
25
-7.6
3
15.7
10
1.1
-21
7.1
45 507.7
3 155.9
-16
0.6
1 1376.0

13
14
467
-18
684
16
633
239
-91
220
-55
192
-127
295
145
-77
388
57
141
30

50.33
61.14
62.89
56.18
69.38
28.30
67.02
45.94
46.34
13.27
49.11
74.88
37.50
74.87
41.09
56.93
64.78
42.29
74.99
62.26

0
0
0
0
0
76
0
0
7
0
83
68
0
0
18
0
0
5
0
0

601.0
898.4
233.9
270.7

-4
103
-2
3

40.6
47.8
30.3
23.8

4
257
327
9401

40.99 0
69.92 0
53.92 12
74.98 67

1609H 436.9
1609H 484.9
1606Q 498.6
1609H 1316.9
1609H 899.6

2
16
21
12
13

11.0
46.5
26.5
139.3
40.9

41
39
53
31
94

28.16
54.74
47.65
47.32
51.53

1606 682.9 82.5 1606Q 682.9


1609
42.3
0.9 1609H
87.7
1609 124.5 10.5 1609H 233.1
1609 172.2 21.7 1609H 353.9
1606 1512.6
9.8 1606Q 1512.6
1606 102.1
6.5 1606Q 102.1
1609 302.6 15.4 1609H 616.3
1609
91.2 15.3 1609N 280.0
1609
86.7
7.7 1609N 252.9
1606
95.6 12.6 1606Q
95.6
1606 373.0 33.2 1606Q 373.0
1606 255.1 11.6 1606Q 255.1
1606 255.5 30.1 1606Q 255.5
1606 162.3
0.7 1606Q 162.3
1609 162.0 10.8 1609H 327.3
1606
41.1
5.5 1606Q
41.1
1606
63.5 12.1 1606Q
63.5
1609 182.5 55.4 1609H 346.9
1606 1489.3 272.4 1606Q 1489.3
1606
5.2
0.0 1606Q
5.2
1606 158.1 22.8 1606Q 158.1
1606
63.7
6.0 1606Q
63.7
1609 217.2 17.9 1609H 385.1
1609 148.1 30.4 1609H 325.3

-0
24
-7
11
12
3
-9
8
15
6
6
-8
-10
18
20
-10
13
15
7
3
15
6
-9
-0

82.5
5.1
21.4
48.1
9.8
6.5
83.3
42.8
26.0
12.6
33.2
11.6
30.1
0.7
20.9
5.5
12.1
84.0
272.4
0.0
22.8
6.0
33.4
66.2

35
166
-5
95
-89
18
196
34
7
76
22
158
3
104
182
159
348
103
20
-17
43
8
26
7

54.80
62.76
74.19
54.42
73.33
41.08
51.95
74.99
74.98
69.02
68.33
48.95
72.21
39.91
65.71
36.20
70.68
38.70
69.59
21.80
56.71
61.43
41.68
73.96

Trailing P/E Ratio

Entprise Value
(` Cr)

52-Week
High/Low

1244.85
432.70
833.00
24.55
34.40
7.75
433.65
197.70
60.60
331.90

8.07

(04/11/16)

11741
530
19396
876
712
495
523
7475
527
952

CMP (`)

79.4
-7 61.65 0 33.71 16.1
5.1
12 70.99 0 0.00
4.2
122.1
-38 46.74 0 33.60 103.9
10.1
-15 53.01 17 9.42 59.7
-36.6
63 18.37 0 8.36
9.7
-118.8 -1361 68.78 12 2.17 39.9
20.6
-21 56.40 0 15.38
9.0
40.5
26 69.91 0 11.50 57.5
7.8
9 74.42 0 2.04 13.3
6.2
-65 50.40 8 22.91
8.9

409 53.56

Pledged (%)

252.40

Prom. Stake (%)

870

12.0

NP Growth (%)

Market Cap
(` Cr)

29.1
14.4
19.3
2.3
17.9
1.3
10.4
11.6

31.5

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)
478.2

MARKET RELATED DATA

No. of Shareholder
(in 000)

12.0 1606Q

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE
Year / Months

478.2

NP
(` Cr)

4.4 1606

RONW (%)

Sales
(` Cr)

Phillips Carbon
10 1603
34.5 152 1895 22.9
6.6 2.50 1.7
15 CASTINGS AND FORGI NGS
IND. COMPOSITE
1389
15452 1056
AIA Engineering
2 1603
18.9 214 1850 587.7 62.3 18.00 0.1
Alicon Castalloy
5 1603
6.1 124 683 21.9 17.8 3.75 1.0
Bharat Forge
2 1603 46.6* 156 4305 701.1 30.1 7.50 0.4
Electrosteel Cas
1 1603
35.7 56 1972 59.0
1.7 0.50 1.0
Hinduja Foundries Lt
10 1603 207.1* -15 845 -394.3 -12.7
- -2.3
Jayaswal Neco Indust 10 1603 638.6 33 2633 -86.5 -1.4
- 1.8
M M Forgings Ltd.
10 1603
12.1 232 502 50.1 41.5 6.00 0.7
Mahindra CIE Auto
10 1512 378.1 64 1204 30.9
1.1
- 0.0
Nelcast Ltd.
2 1603
17.4 35 561 31.9
3.7 0.80 0.3
Ramkrishna Forgings
10 1603
28.7 164 897 54.9 19.1 2.00 1.7
16 CEMENT
IND. COMPOSITE
2479
83218 5544
ACC
10 1512 187.8 450 11797 591.6 31.5 17.00 0.0
Ambuja Cements Ltd.
2 1512 397.1* 52 9461 807.6
4.1 2.80 0.0
*Birla Corporation Lt
10 1603
77.0 352 3275 157.4 20.4 6.00 0.3
Deccan Cements
10 1603
7.0 409 579 45.6 65.1 5.00 0.3
Heidelberg Cement In 10 1603 226.6 39 1655 38.6
1.7
- 0.9
India Cements Lt
10 1603 307.2 110 4227 137.8
4.5 1.00 0.7
JK Cement
10 1603
69.9 245 3560 101.5 14.5 4.00 1.5
JK Lakshmi Cement L
5 1603
58.8 113 2620
6.3
0.5 0.25 1.3
KCP Ltd.
1 1603
12.9 30 750 42.9
3.3 1.00 0.8
Mangalam Cement
10 1603
26.7 184 842 -20.5 -7.7 0.50 0.7
NCL Industries
10 1603
36.7 54 661 53.1 14.5 2.00 0.5
*OCL India Limi
2 1603
11.4 247 2665 236.3 41.5 4.00 0.8
Orient Cement Ltd.
1 1603
20.5 50 1509 62.2
3.0 1.00 1.3
*Prism Cement Lim
10 1603 503.4 20 5550
8.4
0.2
- 1.7
Rain Industries
2 1512
67.3
9
86 26.1
0.8 1.00 0.9
Sagar Cements
10 1603
17.4 318 622 49.8 28.6 5.00 0.3
Shree Cement
10 1603
34.8 1774 5568 454.9 174.1 24.00 0.1
The Ramco Cements
1 1603 24.0* 129 3596 558.3 23.3 3.00 0.6
Udaipur Cement Works 4 1603 118.1
1
88 12.0
0.4
- 10.2
UltraTech Cement
10 1603 274.5* 756 24107 2174.7 79.2 9.50 0.2
17 CEMENT - PRODUCTS/ BUIL DING MA TERIALS
IND. COMPOSITE
241
3514
104
HIL
10 1603
7.5 611 1096 39.7 53.1 17.50 0.3
*Indian Hume Pipe
2 1603
4.8 127 939 29.1 12.0 3.20 1.0
Ramco Industries
1 1603
8.7 58 702 33.7
3.9 0.50 0.6
Sanghi Industrie
10 1603 220.0 41 777
1.5
0.1
- 0.6
18 CERAMICS/TILES/SAN ITAR YWARE
IND. COMPOSITE
75
7930
515
*Asian Granito India
10 1603 30.1* 110 873 18.9
6.3
- 0.5
Cera Sanitaryware L
5 1603
6.5 324 934 83.5 64.2 9.00 0.1
*HSIL Ltd.
2 1603
14.5 208 1944 116.7 16.1 4.00 0.3
Kajaria Ceramics
1 1603 15.9* 57 2448 234.9 14.8 2.50 0.0
*Somany Ceramics Ltd. 2 1603
8.5 99 1731 61.1 14.4 2.30 0.4
19 CHEMICALS
IND. COMPOSITE
609
24132 1803
Aarti Ind. Ltd
5 1603
41.7 128 2717 252.4 30.3 8.50 1.1
Adi Finechem
10 1603
13.8 46 152 10.6
7.7 2.50 0.5
*Alkyl Amines Che
5 1603
10.2 98 484 49.9 24.4 10.00 0.5
Balaji Amines Li
2 1603
6.5 90 635 61.3 18.9 2.00 0.5
BASF India Lt
10 1603
43.3 268 4752
4.5
1.0 1.00 1.2
Camlin Fine Sciences
1 1603 10.3* 12 412 25.8
2.5 0.45 1.2
Deepak Nitrite
2 1603
23.3 41 1336 65.1
5.6 1.20 0.8
*Elantas Beck India L
10 1512
7.9 217 344 41.8 52.7 5.00 0.0
Foseco India Lim
10 1512
6.4 171 292 31.7 49.7 26.50 0.0
*Grauer & Weil
1 1603
22.7 11 423 39.0
1.7 0.28 0.1
Guj. Fluorochemi
1 1603
11.0 265 1338 104.2
9.5 3.50 0.1
*Himadri Speciality
1 1603
41.8 21 1152 -12.1 -0.3 0.05 0.9
I G Petrochemicals L
10 1603
30.8 95 953 60.4 19.6 2.00 0.3
IOL Chemicals and Ph 10 1603
56.2 33 580 -40.0 -7.1
- 2.4
*Jayant Agro Org
5 1603
7.5 137 562 21.6 14.4 3.75 0.5
Kesar Petroprod.
1 1603
9.7
4 144 12.1
1.3
- 0.3
National Peroxid
10 1603
5.7 383 234 18.0 31.3 10.00 0.0
Navin Fluorine Inter
10 1603
9.8* 646 636 86.5 88.2 21.00 0.0
Pidilite Inds.
1 1603
51.3 55 4735 703.0 13.7 4.15 0.0
Ram Minerals & Chemi
1 1603
4.1
6
32
0.1
0.0
- 0.0
S H Kelkar & Company 10 1603 144.6 38 561 70.8
4.9 1.50 0.0
Shree Pushkar Chemic 10 1603
30.2 54 249 22.3
7.4 1.00 0.1
Thirumalai Chem.
10 1603
10.2 180 780 42.7 41.7 10.00 0.1
Vinati Organics
2 1603
10.3 105 631 131.6 25.5 4.00 0.0

Latest Qtr. Year

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

290/80 1728 26.8

1355/700
490/242
979/687
30/17
65/27
11/6
555/336
270/157
77/51
586/265

27
11843 20.2
670 23.9
20483 30.9
2700 15.3
1110
4365
593 11.7
7460 164.1
555 16.2
1759 21.9

53
35.20 99.2 28002 1491.15 1738/1173 27946 42.6
31.10 165.5 47824
240.85
282/185 44999 43.9
5878
763.30
807/322 6453 25.0
19.61 23.8
9.05
6.0
773 1103.10 1220/494 816 18.0
17.82 48.2
3102
136.90
151/60 3851 50.4
43.65 91.8
4537
147.70
164/64 6939 32.0
25.37 80.9
5994
857.15
990/425 8022 31.6
33.17 75.2
5491
466.65
514/253 7173 55.8
6.79 18.8
1293
100.30
116/59 1575
17.48 22.8
859
321.75
375/151 1175
0.38 40.1
497
135.35
184/80 578 11.8
930.65
988/390 6385 14.6
2.66 10.5
5295
38.76 17.5
3480
169.85
241/129 4732 129.9
16.07 89.1
5185
103.00
118/56 6717
28.95 39.5
1688
50.20
57/26 1941
7.78
9.3
1216
699.40
835/350 1387 47.8
29.30 18.4 58523 16798.90 18519/9350 58956 60.8
40.11 25.1 14463
602.70
685/355 16133 23.5
0.67 23.1
679
23.00
28/9 1008
26.66 291.7 105714 3851.85 4130/2581 108309 41.2
40
721/422 629 11.8
908/273 2146 29.1
288/79 2291 35.0
91/45 1951 59.0

6.64
5.02
6.00
6.22

16.3
11.3
11.5
15.9

486
651.85
1845 761.85CB
1991
229.70
1493
67.85

0
0
0
0
0

0.05
19.92
34.67
31.91
16.03

6.9
17.3
26.4
22.3
7.7

782
3533
2483
9513
2706

37
259.85
304/109 936 37.6
2716.10 2759/1475 3499 36.6
343.50
370/224 2949 19.7
598.55
740/423 9554 35.5
638.60
714/322 2853 33.5

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3
9
0
0
0
0
0
0

15.17
8.10
0.80
3.07
9.16
11.55
14.09
6.63
0.12
0.02
8.10
0.61
0.07
0.15
0.08
0.00
0.01
28.48
19.42
1.48
16.90
8.87
0.85
8.61

19.7
4.8
8.4
7.0
43.3
30.6
15.8
8.4
7.3
18.1
12.9
22.6
28.2
10.6
5.7
25.6
7.5
92.1
79.8
0.7
17.9
10.9
17.1
18.4

6129
690
660
1143
5269
1115
1210
1429
889
851
5443
1810
830
692
750
452
535
2366
35631
497
4413
539
879
2951

33
735.55
765/417 7322 22.4
500.50
544/170 719 50.2
323.70
410/285 754 13.6
352.90
380/115 1269 13.5
1217.20 1289/700 6615
107.95
120/76 1247 41.7
104.05
134/56 1600 10.1
1802.15 1850/1160 1417 27.2
1391.80 1574/1070 875 26.5
37.55
45/20 864 19.1
495.45
667/401 5849 49.4
43.25
48/12 2533
269.50
347/72 906 13.6
123.05
156/57 1119
499.80
600/101 835 21.4
46.75
67/36 455 29.2
931.55 1040/470 545 19.6
2414.05 2875/1262 2381 18.3
695.00
770/521 35561 47.1
120.75
219/90 497
305.15
354/200 4368 56.8
178.20
196/71 514 23.7
858.55
984/129 891 17.7
572.00
665/361 2895 21.8

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

29

Updated Information

30

60
2037
15.8 34 869
31.6 316 659
12.8 250 509

122
23.8
62.2
36.4

132
7.8
44.6
80.0*
6555
898.9
15.3*
14.9
15.2
39.9
13.6
26.0
56.3
29.5
40.9
676.1*
13.2*
282.2*
60.4*
20.7
20.6
40.1*
1148.5*
50.6*
14.7
23.5
39.5
17.0
11.7*
168.0
22.8
210.4*
33.1*
61.4
32.4
42.5*
80.0
50.8*
70.1*
12.7*
30.1*
163.4*
17.7
10.5
10.7
506.9*
13.3
197.0
31.1
486.1*
52.9
486.2*
111.4
32.1*
7.7
44.8*

1.2
0.1
0.4

26.0 1609 703.1 90.3 1609H 1429.8


9.6 1606 523.4 86.3 1606Q 523.4
9.3 1606 1953.2 203.0 1606Q 1953.2

1.5
19.7
28.3

1.00
6.00
7.00

0.1
0.0
0.0

4.4 1606
6.2 1606
11.3 1609

15171
-21
3
33
0.4
0.0
55 2499 -210.3 -12.6
36 12639 188.9
4.7

2.10

0.3
0.4
0.3

1.5 1606
8.2
- 1609 635.4
13.1 1609 3576.7

261255 60421
-12 330 -1063.7
19
21
1.2
64 310 80.7
81 108
9.5
54
91 10.2
43 235 26.3
116 204 32.0
150 1246 233.5
75 282 32.4
233 1106 297.6
26 875 149.7
71 423 97.7
152 13433 4733.7
45 1294 333.0
437 1383 118.3
450 332 100.6
153 429 94.8
249 53983 15786.0
55 546 32.7
77
30 39.7
17
49
6.7
60 1262 201.9
110 5570 938.1
109
12
6.2
144 4357 604.9
-1
5 -11.2
215 2927 458.4
49 381
0.1
187 1468 194.0
131 278 44.7
352 3487 928.9
194 1447 265.5
64 1826 89.8
88 334 62.9
14 289 90.6
205 263 24.0
175 1830 112.2
281 402 208.9
34 505 117.4
82 264 31.9
13 296 -132.0
24
24 18.2
299 85864 22882.7
124 1075 154.8
139 20970 3220.0
29 3169 391.5
168 44685 8099.0
17 121 13.6
8 139 15.1
15
53
2.3
211 1246 234.2

7802
94780
13.4 63 1250
35.5 110 213
59.0 138 408
41.2 21
65
20.5 63 498
93.6 90 1936

-268
84.4
33.9
55.6
15.2
131.4
159.4

-11.8
- -6.3
0.4
- 0.0
54.1 45.00 0.0
6.2
- 0.0
2.6 1.00 0.0
9.7
- 0.2
12.3
- 0.1
20.7 7.00 0.0
5.5 0.75 0.1
72.8 1.00 0.0
2.2
- 0.1
14.8 3.00 0.0
44.7 16.00 0.0
11.0 8.65 0.0
57.0 15.00 0.3
48.9 17.50 0.4
23.6
- 0.0
68.7 24.25 0.0
3.2
- 0.0
27.0 2.00 0.0
1.9
- 0.1
10.2 2.20 0.2
55.2 32.65 0.0
2.7
- 0.0
36.0 16.00 0.0
-1.0
- -1.2
21.8
- 0.0
0.0
- 0.2
31.6 10.00 0.0
13.8 5.00 0.0
109.2 100.00 0.0
33.2 8.00 0.0
8.8
- 0.0
9.0 2.50 0.0
7.1 3.95 0.0
8.0
- 0.0
6.9
- 0.3
117.9 32.00 0.0
11.2 9.00 0.3
29.9 24.00 0.0
-2.6
- 0.2
1.4 1.00 0.2
116.1 43.50 0.0
49.7 14.00 0.0
33.1 12.00 0.0
7.4 1.25 0.2
33.3 6.00 0.2
1.2
- 0.0
0.5
- 0.5
0.3 0.10 0.3
52.3 12.00 0.0

12.6
9.6
1.9
3.7
12.8
8.5

2.50
0.24
0.90
0.50
1.50

0.3
0.3
0.2
0.4
0.1
0.2

2.1
85.0
7.6
4.7
22.7
10.6
13.9
7.3
31.2
8.4
20.9
22.0
24.3
13.1
10.9
15.5
27.6
5.8
34.8
8.5
17.0
50.3
2.5
25.0
10.1
0.0
16.9
10.5
31.1
17.1
13.7
10.2
51.8
3.9
2.9
41.9
32.6
36.6
5.7
38.9
40.1
23.8
25.4
19.8
7.2
6.0
2.1
24.8

1609
55.9
1606
7.1
1606
79.6
1606
26.4
1609
31.0
1606
64.2
1606
53.6
1609 328.7
1606
70.6
1606 298.4
1609 231.3
1609 111.7
1609 4705.8
1609 371.5
1606 378.9
1609
59.2
1606
90.5
1609 15000.0
1609 125.9
1606
3.1
1609
18.2
1609 341.9
1606 1509.9
1609
4.5
1609 1177.4
1609
6.7
1609 763.7
1609 104.0
1609 385.8
1609
77.6
1606 1010.3
1609 422.5
1606 435.7
1606
47.5
1609
67.8
1606
68.1
1606 382.9
1609 100.7
1609 154.1
1609
68.4
1606
76.7
1609
5.5
1609 23016.0
1609 303.3
1609 5682.2
1606 911.6
1609 11453.8
1606
19.7
1609
33.6
1606
2.7
1609 329.9

20.0
8.7
1.4
17.9
20.3
9.5

1606
1609
1606
1606
1606
1606

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

306.3
59.6
73.6
16.1
12.0
468.3

Trailing P/E Ratio

Inst. Stake (%)

18.5
23.7
17.4

3004
2216
974

189.55
702.00
758.50

42
205/119 3029 95.3
840/583 1740 31.5
950/500 951 23.4

15.3
86.3
23.3

654
1040
3919

83.40
46.65
98.00

26
92/13 660
67/30 1472
130/95 4346 19.8

207.3
151.8
237.8

11
6
5

19.9
15.8
15.5

64 31.90
105 73.99
50 67.88

0 27.64
0 8.76
0 18.35

0.2 1606Q
8.2
-17.5 1609H 1396.3
60.7 1609H 7275.3

-6
19
23

0.2
-29.0
103.3

423 60.17
-145 58.03
9 8.19

0 0.00
0 3.71
0 63.51

14.3
0.4
20.6
4.1
5.0
5.3
4.0
63.4
5.2
91.5
42.5
26.8
1690.7
94.7
27.0
28.2
23.2
3476.0
-13.4
0.4
2.5
49.1
228.6
0.7
114.1
0.5
153.7
13.9
28.6
11.2
295.6
73.7
26.9
-3.4
9.3
7.3
74.2
12.9
33.1
5.7
6.4
3.8
5958.0
43.1
872.2
120.6
1932.1
-2.6
7.6
-6.1
43.8

1609H
1606Q
1606Q
1609H
1606Q
1606Q
1609H
1606Q
1606Q
1609H
1609H
1609H
1609N
1606Q
1609H
1606Q
1609H
1609H
1606Q
1609H
1609H
1606Q
1609H
1609H
1609H
1609H
1609H
1609H
1609H
1606Q
1609H
1606Q
1606Q
1609N
1606Q
1606Q
1609H
1609H
1609H
1606Q
1609H
1609H
1609H
1609H
1606Q
1609H
1606H
1609H
1606Q
1609H

137.3
7.1
26.4
47.8
64.2
53.6
633.8
70.6
298.4
453.2
207.8
9314.6
1024.2
378.9
120.2
90.5
29420.0
256.1
3.1
36.0
670.6
1509.9
8.3
2380.5
8.3
1477.1
189.2
753.7
148.7
1010.3
839.8
435.7
47.5
199.0
68.1
382.9
200.9
293.5
141.5
76.7
9.4
46103.0
597.6
11329.0
911.6
23041.3
44.5
75.6
2.7
655.1

-17
78
13
3
22
23
36
-4
52
21
4
4
109
6
31
109
6
12
-3
-68
204
7
14
53
17
257
-1
2
3
11
14
23
-2
-14
15
-15
2
24
13
19
17
10
18
10
30
6
-23
14
-92
5

29.8
0.4
4.1
4.3
5.3
4.0
104.8
5.2
91.5
81.2
40.2
3490.0
250.4
27.0
52.4
23.2
6656.0
-9.6
0.4
4.8
107.3
228.6
1.6
257.5
0.6
282.0
0.8
50.0
18.7
295.6
153.4
26.9
-3.4
27.7
7.3
74.2
27.0
67.9
14.0
6.4
6.0
11736.0
85.0
1609.7
120.6
3939.8
-2.3
15.6
-6.1
96.9

114
53
401
21
-3
-42
-28
-21
39
3
-1
143
-1
46
1
21
8
-214
-87
165
16
27
60
-9
117
10
-42
-56
43
19
7
-21
-60
579
-56
12
47
-11
60
125
3
15
-10
40
-7
-156
210
-152
-28

3.39 0
63.41 0
74.65 0
40.35 0
49.30 0
59.12 0
50.51 4
22.18 0
72.68 8
50.24 0
55.35 0
37.51 0
60.35 0
71.22 0
67.67 0
70.82 0
74.86 0
12.74 0
29.56 0
47.51 0
62.00 4
16.71 16
84.63 0
49.14 3
13.71 0
66.68 0
60.46 0
34.09 0
30.71 0
60.62 0
74.16 0
37.86 0
78.61 0
72.86 0
50.79 0
55.71 1
50.87 37
40.66 0
30.95 1
53.90 0
0.19 100
63.13 0
73.32 3
44.63 0
36.28 0
41.60 0
74.75 0
75.00 0
61.52 55
59.44 39
48.25 0

49.26
2.69
7.69
34.16
1.75
2.37
0.14
64.60
0.06
41.70
15.35
17.77
32.42
17.07
10.84
4.69
3.89
57.56
16.17
8.57
0.02
52.43
5.31
14.36
46.00
4.50
30.83
25.61
51.16
9.22
17.41
34.53
10.22
12.15
0.00
26.41
13.58
18.47
16.17
3.16
0.99
16.24
22.14
14.72
49.90
20.04
16.59
0.36
22.38
0.12
16.62

157.9
9.5
14.5
6.0
82.1
16.4
3.6
18.9
15.3
19.7
133.7
20.3
168.1
97.6
12.6
9.7
26.9
691.0
64.2
7.3
10.6
60.5
213.7
25.5
87.4
22.6
28.1
70.5
43.5
17.6
24.1
52.3
41.5
66.0
14.7
10.6
141.7
25.1
35.6
11.7
105.3
20.2
636.2
81.2
515.9
16.0
245.9
15.7
80.4
8.1
23.4

21.5
10.9
12.3
1.5
-3.8
30.8

1606Q
1609H
1606Q
1606Q
1606Q
1606Q

306.3
94.6
73.6
16.1
12.0
468.3

16
12
-1
7
-28
-1

21.5
16.9
12.3
1.5
-3.8
30.8

14
57
23
-49
-157
-34

62.43 36 30.51
61.93 10 0.11
63.47 0 8.81
74.14 0 2.35
61.03 0 14.72
56.68 0 31.17

6.8
39.6
49.1
1.2
14.4
17.8

Entprise Value
(` Cr)

16
299/95 3677 7.5
434/130 3008 10.7
585/310 15133 20.0

72 18.48
96 46.27
21 30.80

52-Week
High/Low

255.05
385.45
510.90

193.1
86.3
203.0

(04/11/16)

2551
2831
13015

15
10
-17

19.9 1606Q
15.8 1606Q
6.0 1609H

MARKET RELATED DATA

0 24.78 55.7
0 7.85 49.6
5 47.53 181.1

Pledged (%)

Prom. Stake (%)

NP Growth (%)

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

DERatio

Div (`)

25.7 3.50
30.2 4.50
23.3 10.00

207.3
151.8
117.6

SHAREHOLDINGS

YEAR TO DATE

Market Cap
(` Cr)

1073
256.6
221.7
594.6

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

428
15175
100.0 99 2559
73.4 316 1966
254.8 251 10650

LATEST QTR.

No. of Shareholder
(in 000)

20 CHEMICALS - CHLRO ALKALI


IND. COMPOSITE
GHCL
10 1603
Guj. Alkalie & C
10 1603
Tata Chemicals
10 1603
21 COMPRESSORS
IND. COMPOSITE
Elgi Equipments
1 1603
Ingersoll Rand
10 1603
Kirloskar Pneumatic
10 1603
22 COMPUTER - HARDAWARE
IND. COMPOSITE
Ducon Infratech
1 1603
HCL Infosystem
2 1603
*Redington (India) Lt
2 1603
23 COMPUTER - SOFTWARE
IND. COMPOSITE
3i Infotech
10 U1603
8K Miles Software
5 1603
Accelya Kale Solut
10 1606
Allsec Technologies
10 1603
Aptech Ltd.
10 1603
AXISCADES Engineer
5 1603
Cigniti Technologies
10 1603
Cyient Ltd.
5 1603
Datamatics Global Se
5 1603
eClerx Services
10 1603
Firstsource Solution
10 1603
Geometric Ltd.
2 1603
HCL Technologies
2 1603
*Hexaware Technologie 2 1512
Hinduja Global Solut
10 1603
Hinduja Ventures
10 1603
Infinite Computer So
10 1603
Infosys
5 1603
Intellect Design
5 1603
Intrasoft Technologi
10 1603
Kellton Tech Solutio
5 1603
KPIT Technologies
2 1603
L&T Infotech
1 1603
Majesco L
5 1603
MindTree Ltd.
10 1603
*Moschip Semicond.Tec 2 1603
MphasiS Ltd.
10 1603
NIIT Ltd.
2 1603
NIIT Technologies
10 1603
Nucleus Software
10 1603
Oracle Financial Ser
5 1603
*Persistent Systems
10 1603
Polaris Consulting
5 1603
Quick Heal Technolog
10 1603
R Systems Internat.
1 1512
Ramco Systems Lt
10 1603
Rolta India
10 1603
*Sasken Comm.Tech.
10 1603
*Sonata Software
1 1603
SQS India BFSI
10 1603
Subex Ltd.
10 1603
Take Solutions Ltd.
1 1603
Tata Consultancy
1 1603
*Tata Elxsi Ltd.
10 1603
Tech Mahindra Ltd.
5 1603
Vakrangee
1 1603
Wipro Ltd
2 1603
Xchanging Solutions
10 1512
Zee Learn Ltd.
1 1603
Zen Technologies Ltd
1 1603
Zensar Technologies
10 1603
24 CONSTRUCTIONS
IND. COMPOSITE
Ahluwalia Contra
2 1603
Ajmera Realty & Infr
10 1603
Anant Raj Ltd.
2 1603
Arihant Superstructu
10 1603
Ashiana Housing Ltd.
2 1603
Ashoka Buildcon Ltd.
5 1603

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

CMP (`)

Databank

18
547
6.08
7/4 2670
2321 760.60XB
956/478 2321
2056 1377.60 1475/787 2052 25.5
467
306.30
348/71 460 36.7
722
181.00
228/52 692 66.3
559
205.65
370/186 571 21.4
1060
408.00
508/369 1079 36.5
5236
465.25
555/371 4741 27.3
463
78.60
98/41 492 15.0
6122 1497.40 1775/1190 5888 18.9
54/29 2690 16.8
2552
37.75
1577
238.35
255/136 1590 16.2
112071
794.20
890/707 103437 16.4
5977
198.00
274/178 5867 18.0
1117
538.90
614/365 1326 8.8
1104
537.05
601/365 1500 10.9
960
239.35
268/180 776 9.7
222987
970.80 1278/962 193811 16.9
1617
159.90
303/155 1622 110.5
733
497.50
584/250 736 19.6
498
105.75
237/79 504 52.1
2599
131.60
197/108 2568 12.0
626.50
716/603 10573
10641
973
417.15
789/376 898 142.6
7137
424.95
804/421 6987 12.3
502
44.15
45/4 527
10755
511.25
622/404 10394 22.1
1359
82.05
108/68 1520
2475
403.40
632/388 2377 19.0
640
197.60
291/145 535 12.7
27310 3212.15 4019/3100 25137 27.9
5192
649.00
797/501 5142 18.9
1584
155.90
217/154 1548 19.1
1629
232.55
330/180 1366
693
54.45
82/47 673 14.1
1334
442.85
900/437 1332 40.6
982
60.10
106/60 1800 50.2
711
401.30
440/233 698 3.4
1680
159.80
186/126 1591 12.1
760
711.80 1290/691 705 25.3
546
10.77
17/8 678
1871
140.40
211/122 1919 86.7
459129 2330.10 2740/2119 454486 19.6
3871 1243.10 2396/1224 3688 23.3
41767
429.65
564/405 38653 13.9
13174
248.95
256/114 13304 30.8
109982
452.45
607/444 104670 13.9
738
66.25
107/34 655
1190
37.10
47/27 1307
557
72.20
135/58 526
4232
944.85 1136/805 4160 21.5

1882
512
1487
444
1453
2950

281.00
144.15
50.40
107.80
142.00
157.65

336/210
192/107
65/28
112/44
181/117
212/111

25
1927 21.6
613 12.8
2475 25.7
473 32.3
1430 12.0
3194 20.5

DSIJ.in

DSIJ.in

776
20.2*
19.1*
36.3
5.3
41.3*
27.2
40.3*
14.0*
10.1
88.8
11.6
334.5
126.9

1606
1606
1606
1609
1606
1606
1606
1606
1606
1606
1609
1606
1609
1609
1606
1606
1606
1606
1606
1606
1606
1606
1609
1606
1606
1606
1606
1606
1609
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1606
1609
1606
1606
1606
1606

220.8
1.7 1606Q 220.8
386.4 26.4 1606Q 386.4
5.1
-8.8 1606Q
5.1
87.0 26.5 1609H 158.8
1042.0 49.6 1606Q 1042.0
676.2 67.5 1606Q 676.2
861.1 -90.6 1606Q 861.1
432.4 16.3 1606Q 432.4
116.1 45.8 1606Q 116.1
260.5 41.1 1606Q 260.5
911.1 23.1 1609H 1893.6
130.3
0.3 1606Q 130.3
356.9 -80.7 1609H 763.8
8.1
3.5 1609H
13.6
888.2 26.3 1606Q 888.2
807.8
5.2 1606H 1757.6
403.3 29.5 1606Q 403.3
1735.0 -603.0 1606Q 1735.0
1098.7 -35.7 1606Q 1098.7
559.0 11.3 1606Q 559.0
303.2 30.2 1606Q 303.2
43.1
5.2 1606Q
43.1
95.0 12.7 1609H 183.9
36.1 18.0 1606Q
36.1
0.0 15.0 1606Q
0.0
1264.1 45.4 1606Q 1264.1
1901.1 52.3 1606Q 1901.1
46.8
4.0 1606Q
46.8
194.9 70.8 1609H 447.9
310.9 30.0 1606Q 310.9
86.7
4.6 1606Q
86.7
594.3 -20.5 1606Q 594.3
24.2
1.5 1606Q
24.2
91.2 44.9 1606Q
91.2
515.0 64.0 1606Q 515.0
11.0
1.3 1606Q
11.0
573.6 136.7 1606Q 573.6
1.8
1.0 1606Q
1.8
972.2 -211.4 1606Q 972.2
216.2
4.1 1606Q 216.2
807.0 48.7 1606Q 807.0
21.1
0.4 1606Q
21.1
1407.4 17.2 1606Q 1407.4
0.0 -21.8 1606Q
0.0
580.1 36.7 1606Q 580.1
83.2
-5.2 1606Q
83.2
68.6 71.8 1606Q
68.6
4.8
4.8 1609H
8.1
267.0 -15.1 1606Q 267.0
56.3
1.6 1606Q
56.3
40.4
0.1 1606Q
40.4
31.1
5.9 1606Q
31.1

1606 959.4 22.9 1606Q 959.4


1606 1172.9 53.0 1606Q 1172.9
1606 371.7 22.4 1606Q 371.7
1609 155.8 12.0 1609H 259.6
1609 439.4 17.8 1609H 857.0
1609 289.4
-5.4 1609H 1143.1
1606 894.3 43.9 1606Q 894.3
1609 150.4 39.3 1609H 303.0
1606
44.2
-3.0 1606Q
44.2
1609 2675.8 180.8 1609H 5498.4
1609 463.2 35.4 1609H 809.3
1606 2804.5 -286.6 1606H 5579.3
1609 938.9 58.7 1609H 2345.2

44838
74 4612
71 3532
91 1323
115 544
101 1501
132 1660
192 2383
44 415
-6 173
40 11265
619 1525
308 12418
91 3488

1573
95.6
122.8
50.6
40.3
31.4
50.0
56.1
123.0
-9.3
705.9
114.8
-55.8
247.4

9.4 2.80 0.3


12.9 6.50 0.4
7.0 2.00 0.2
76.3 60.00 0.5
7.6
- 0.0
18.4 1.50 0.4
13.9 1.30 1.1
23.4 25.00 0.0
-0.9
- -1.2
8.0 2.20 0.0
98.6 27.00 0.0
-1.7
- 2.2
19.5
- 0.0

12.7
18.2
7.7
66.0
7.5
14.0
7.3
39.9
20.1
15.9
21.3

41
3039
23.7 169 2554
17.6 70 485

210
189.9
19.8

80.0 30.00
2.3 1.00

0.8
0.4

47.3 1609
3.2 1609

663.2
131.2

42.8 1609H 1284.6


14.4 1609H 258.8

1
9

86.9
19.3

-13 74.99 0 13.30


48 39.46 81 13.52

16.2
99.8

12048
1216

37
3941
37.5* 103 3941

730
729.9

38.9

0.3

37.6 1609 1061.5

53.8 1609H 2207.8

12

96.2

124 48.79

21.2

11919

5.00

-5
22.9
12 63.52 0 15.56 31.8
29
53.0
36 39.12 0 29.35 24.4
7
22.4
41 44.01 26 33.40 49.9
6
21.9
4 56.03 0 12.34 12.6
19
32.7
65 74.96 0 10.45 16.9
19
63.7
78 74.25 0 14.41 15.3
23
43.9
28 56.21 0 6.99 26.4
127
70.4
216 74.99 0 12.19 15.6
16
-3.0
37 74.93 0 0.01 65.2
2 307.4
4 53.05 0 26.30 108.4
5
59.6
6 70.37 0 20.66 11.2
-10 -476.2 -2362 66.00 99 11.53 300.8
29 180.7
33 74.99 0 14.50 38.2

0 26.48

24.70
178.90
45.00
159.55
218.60
139.70
14.10
645.75
358.15
73.40
34.45
99.80
46.85
77.70
218.60
140.55
190.70
9.93
8.56
238.95
707.00
121.95
405.60
48.25
247.45
228.80
83.45
14.82
345.55
165.35
13.46
77.95
18.95
370.00
114.05
1011.35
181.55
42.65
21.00
45.75
263.90
290.00
320.70
23.20
261.80
18.17
59.00
277.20
41.40
5.50
34.05
87.05
68.15

28/8
189/124
62/36
195/49
259/210
170/73
22/10
790/482
386/266
109/56
42/17
128/84
75/39
105/42
269/197
165/83
399/106
14/5
14/5
288/175
820/408
173/96
518/405
54/29
297/116
299/162
96/56
20/10
378/210
176/130
30/13
121/43
27/16
445/238
135/90
1456/866
225/130
52/24
32/18
66/42
370/198
305/98
362/188
35/17
346/230
22/8
60/16
300/173
47/28
9/3
42/21
100/40
75/43

Trailing P/E Ratio

507
2025
1095
3688
2990
24922
521
2289
7749
3186
2684
726
609
3937
7683
2181
1443
2415
1189
802
1988
924
1665
1194
704
13728
4639
582
11727
3024
586
599
529
5663
2926
639
6808
651
697
1085
4528
644
1587
502
2521
730
1394
1745
528
1439
549
1044
1188

Entprise Value
(` Cr)

26.6
57.1
23.7
55.2
22.0
386.2
41.9
6.6
36.8
194.4
217.3
19.4
35.7
85.2
77.3
19.7
22.6
607.7
132.5
9.6
8.6
42.3
62.9
21.0
4.8
58.7
83.6
17.3
16.9
65.2
201.8
56.3
50.4
6.0
9.9
2.6
11.3
26.7
342.6
27.4
11.8
11.9
9.4
5.0
54.2
1.5
0.5
3.6
24.5
663.2
14.4
3.5
56.7

52-Week
High/Low

9.76
9.71
11.81
12.01
15.66
18.22
67.41
40.96
9.97
47.81
24.92
3.97
10.90
20.73
36.23
27.70
32.72
23.12
11.38
9.59
31.40
11.49
26.57
1.44
0.00
3.73
44.81
0.02
24.73
16.10
7.69
4.81
13.90
33.30
22.47
20.09
29.06
8.37
9.07
17.35
42.82
0.00
25.65
5.20
35.51
0.00
0.15
5.25
7.88
12.77
2.94
0.00
15.65

(04/11/16)

67.41 100
56.29 0
61.89 69
40.77 25
75.63 9
74.95 0
12.82 93
47.47 94
74.91 0
34.25 0
36.06 71
71.59 92
37.50 0
47.50 0
57.37 0
51.63 0
43.93 32
39.34 20
71.63 93
67.18 0
58.08 0
74.53 0
50.79 0
61.55 0
74.99 0
90.00 0
20.06 44
62.04 0
72.53 0
74.99 48
70.90 88
50.62 0
55.36 27
62.85 0
56.06 0
61.00 0
70.00 0
32.83 0
36.13 62
74.99 0
46.76 33
74.95 19
56.00 0
64.08 92
60.23 18
67.15 17
18.77 0
73.52 0
60.83 1
24.37 80
46.77 0
63.38 51
40.56 0

CMP (`)

143
19
-197
119
-35
259
52
53
173
-30
-27
-96
-4
-83
-70
130
14
-25
-271
78
101
-69
-45
77
60
5
27
33
-8
148
187
-530
116
0
145
-62
7
-20
65
-84
23
-24
-4
47
-21
-413
1396
-24
-984
362
-41
99

Pledged (%)

NP (` Cr)

28
1.7
32
26.4
-83
-8.8
40
43.3
20
49.6
40
67.5
16 -90.6
7
16.3
36
45.8
-2
41.1
3
34.0
50
0.3
-8 -148.0
51
7.8
87
26.3
53
28.2
11
29.5
-27 -603.0
114 -35.7
-4
11.3
77
30.2
2
5.2
-19
28.0
-16
18.0
-64
15.0
10
45.4
10
52.3
45
4.0
45 163.6
29
30.0
-31
4.6
-15 -20.5
-49
1.5
6
44.9
19
64.0
206
1.3
-18 136.7
-20
1.0
48 -211.4
-39
4.1
-3
48.7
-0
0.4
-7
17.2
-71 -21.8
29
36.7
-69
-5.2
-64
504
71.8
3
7.3
33 -15.1
-40
1.6
-29
0.1
49
5.9

Market Cap
(` Cr)

0.2
10.1
0.0
4.3
19.8
5.5
1.0
7.0
1.4
2.4
4.6
1.2
0.9
13.9
8.0
6.2
22.2
4.9
7.5
6.0
12.3
20.7
6.5
10.1
12.8
3.0
0.2
6.6
17.8
7.1
8.6
1.1
4.0
9.1
0.7
4.3
5.6
1.4
19.9
4.7
1.1
0.3
2.2

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

DERatio

Div (`)

- 1.3
2.00 0.7
- 0.1
0.20 0.1
0.03 2.0
2.00 0.5
- 3.8
2.00 2.2
- 1.3
- 0.2
- 2.4
- 0.5
- 63.3
- 0.4
4.00 1.1
- 0.9
2.00 0.3
- 1.6
- 1.4
1.00 0.8
1.00 0.2
1.50 0.4
6.00 0.4
1.53 0.0
1.00 0.0
2.00 0.0
0.60 0.5
0.11 0.8
2.00 0.0
0.70 0.5
- 0.5
- 2.2
0.20 1.1
2.20 0.3
0.50 0.0
1.50 0.0
1.20 0.9
- 0.0
- 3.5
0.78 0.9
0.70 0.7
- 0.8
0.50 2.1
- 0.6
2.00 0.8
- 0.5
- 0.1
2.00 0.3
0.20 0.0
- 0.3
- 0.4
- 0.5
- 0.0

No. of Shareholder
(in 000)

0.0
12.9
0.0
1.7
16.1
5.5
0.3
16.5
1.4
6.1
1.1
2.9
-14.5
1.1
9.2
-3.8
13.6
-13.3
-1.7
12.2
57.3
5.2
25.5
1.5
26.5
5.1
4.0
0.4
14.0
2.8
0.1
-2.4
-1.1
9.9
9.5
24.9
9.6
0.3
-49.7
3.3
7.8
1.2
13.4
-14.2
14.2
-0.1
0.0
22.2
1.1
-1.1
0.4
0.1
1.9

MARKET RELATED DATA

Inst. Stake (%)

842
1.0
1226 146.4
177
0.1
240 39.0
4085 219.9
2451 974.6
6147 14.6
1812 58.6
340 30.4
1168 265.0
4052 85.0
351 21.3
1845 -188.5
17 55.2
2768 324.9
2744 -59.3
1409 103.2
8794 -3239.9
2800 -242.9
2484 41.0
903 161.1
181 39.5
503 104.5
212 37.6
6 75.4
5827 308.8
8325 222.8
183 17.0
1180 475.5
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
3186 133.7
158
2.6
5812 66.3
0 -307.6
1803 136.9
758
-2.2
18
0.6
163 140.1
14 13.8
1077 -275.6
318
6.6
179
1.2
185 32.8

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)
21
128
143
39
81
100
36
237
97
254
24
238
3
120
66
33
170
61
43
197
258
107
341
25
216
25
61
4
109
93
60
219
52
149
53
352
112
27
47
81
86
179
311
134
255
6
2
112
23
37
37
34
87

SHAREHOLDINGS

YEAR TO DATE

Prom. Stake (%)

20.5
113.2
243.3
23.1*
136.8
356.8*
73.9
35.5
108.2*
434.0*
77.9
72.7
130.1*
101.3*
351.4
15.5
37.8
486.5
1388.9
33.6
28.1
75.8
41.0*
49.5
28.4
120.0
111.2
39.3*
339.4*
182.9
217.6
7.7
55.8
30.6
51.3
6.3
375.0
30.5
66.4
118.6
17.2
22.2
9.9
216.6
96.3
40.2
23.6
12.6
12.7
523.3
161.3
12.0
174.3*

LATEST QTR.

NP Growth (%)

B L Kashyap & Sons


1 1603
Brigade Enterprises
10 1603
D B Realty Ltd.
10 1603
Delta Corp Ltd.
1 1603
Dilip Buildcon Ltd.
10 1603
DLF Ltd.
2 1603
Gammon India
2 1603
Gayatri Projects
10 1603
Godrej Properties Lt
5 1603
HDIL
10 1603
*Hind.ConstructionCo.
1 1603
Hubtown
10 1603
*IL&FS Engineering
10 1603
Indiabulls Real Esta
2 1603
IRB Infrastructure D
10 1603
ITD Cementation Indi
1 1512
J Kumar Infraproject
5 1603
JaiprakashAssociates
2 1603
Jaypee Infratech Ltd
10 1603
JMC Projects
10 1603
KNR Constructions
10 1603
Kolte-Patil Develope
10 1603
*Mahindra Lifespace D 10 1603
Man Infraconstructio
2 1603
MarathonNextgenRea 10 1603
NBCC (India)
2 1603
NCC
2 1603
Nila Infrastructures
1 1603
Oberoi Realty
10 1603
Omaxe Ltd.
10 1603
Parsvnath Developers
5 1603
Patel Engg. Ltd.
1 U1603
Peninsula Land L
2 1603
Phoenix Mills
2 1603
PNC Infratech
2 1603
Poddar Housing & Dev 10 1603
Prestige Estates Pro
10 1603
Prozone Intu Propert
2 1603
Punj Lloyd
2 1603
Puravankara Projects
5 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 U1503
Sunteck Realty Ltd.
2 1603
*Texmaco Infrastructu
1 1603
Unitech Ltd.
2 1603
Vascon Engineers Ltd
10 1603
Vipul Ltd.
1 1603
Welspun Enterprises
10 1603
25 CONSUMER DURABLES
IND. COMPOSITE
Bajaj Electrical
2 1603
Blue Star
2 1603
Eveready Industr
5 1603
*Hawkins Cookers
10 1603
*IFB Industries
10 1603
Johnson Controls-Hit
10 1603
Lloyd Electric
10 1603
Symphony
2 1603
Timex Group India
1 1603
*Titan Company
1 1603
*TTK Prestige L
10 1603
Videocon Industries
10 1512
Whirlpool of Ind
10 1603
27 COURIERS
IND. COMPOSITE
Blue Dart Expres
10 1603
*Gati Ltd.
2 1603
28 CYCLES & ACCESSORI ES
IND. COMPOSITE
*Tube Investments
2 1603

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

1054
2973 13.4
1439
3723 59.0
5091
32294 21.8
5460 1.5
3971 35.6
10147 130.4
4999 12.9
7124
1548 49.2
2447
5836
9220 29.9
2501
1592 13.7
25866
9381
1305 17.5
2085 11.3
1232 33.4
2085 20.5
1096 25.4
700 8.7
12594 44.2
6242 19.8
716
11749 25.4
3469 43.6
1925
4249
2123
6406 37.5
2835 10.4
637 47.2
10165 18.4
667
5821
2575 19.3
5550 31.7
971 256.0
4801 24.2
2316
4496 19.8
833
1396
1982 8.4
525
4282
731
1229
1220 33.2

48
2524
249.50
280/155 2666 25.7
5131
537.50
581/306 5374 41.5
1815
249.75
318/192 1951 31.8
1599 3024.45 3610/2190 1580 38.8
550/281 1948 44.8
1980
479.65
3909 1437.70 1675/932 4038 50.2
1203
298.20
340/176 1953 18.3
9097 1300.30XB 1465/951 9060 55.2
566
56.10
69/26 597
32715
368.50
445/303 32716 45.3
6961 5979.75 6550/3900 6930 58.4
3475
103.90
143/99 23706
14264 1124.25 1192/561 13407 48.8
63
5077.35 7594/4911 12093 67.9
138.30
189/95 1443 46.5

636.00

16
685/352 11826 15.2

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

31

Updated Information

32

4.1
22.4
16.1
-3.5
5.6

0.50
3.35
1.00
-

1.6
0.4
1.4
1.5
0.2

1.6
17.2
14.5
3.8

1606 1727.7 22.2 1606Q 1727.7


1606 1664.5 106.6 1606Q 1664.5
1606 11180.4 111.5 1606Q 11180.4
1606 326.0
2.5 1606Q 326.0
1609 127.0
3.6 1609H 233.6

5
10
32
-22
39

22.2
106.6
111.5
2.5
7.5

65
29
-8
-9
-37

30.27 81 6.56
70.54 71 21.44
53.93 0 19.65
74.11 0 3.37
68.40 0 19.14

178.4
- 0.0
1.2 3.00 0.5
0.2
- 0.6
57.3 20.00 0.0
-4.9 5.50 2.1
21.6 3.20 0.5
20.4 4.50 0.1
11.7
- 11.9
0.5
- 0.4
57.0 18.25 0.3
0.7 0.10 1.1
6.2 3.00 0.1
94.3 8.50 0.0
1.0 0.25 1.0
1.5
- 0.3
84.5 10.50 0.4
10.5 0.70 0.9
10.1 2.60 0.1

19.9
0.6
3.6
16.4
16.3
7.7
34.7
2.4
13.0
2.4
4.3
20.2
5.1
0.9
11.4
10.4
16.0

1606 597.2
1606 199.9
1606
64.6
1606 461.7
1609 2033.9
1609 1423.1
1609 2749.2
1606 975.8
1609 129.6
1606 12150.0
1606 126.6
1606 207.3
1606
54.4
1609 405.6
1606 639.0
1609 64344.0
1606 907.6
1606 1654.9

59.7
19.7
-2.5
37.0
41.1
100.3
592.3
9.5
-3.7
546.7
5.2
26.7
35.1
2.8
14.0
7704.0
62.8
105.0

1606Q 597.2
1606Q
64.6
1606Q 461.7
1609H 4326.1
1609H 2921.9
1609H 5398.0
1606Q 975.8
1609H 318.5
1606Q 12150.0
1606Q 126.6
1606Q 207.3
1606Q
54.4
1609H 805.9
1606Q 639.0
1609H 123837.0
1606Q 907.6
1606Q 1654.9

15
59.7
7
3
-2.5
-38
37.0
9
42.0
-8 279.2
54 913.2
-14
9.5
1
0.7
6 546.7
-8
5.2
3
26.7
12
35.1
1
-0.7
-1
14.0
-9 15252.0
14
62.8
7 105.0

51
74
11
179
30
106
106
-85
-3
43
106
56
98
948
18
10
36

74.99
46.46
84.80
0.00
47.75
63.87
31.27
52.62
74.98
0.00
40.54
44.31
68.16
38.23
46.10
45.11
32.47
30.31

0
0
0
0
0
0
1
15
0
0
37
0
0
0
36
0
40
0

69.90
473.65
452.30
78.25
301.90

94/30
531/296
746/423
119/47
618/236

Trailing P/E Ratio

Entprise Value
(` Cr)

829
8483
13355
522
982

52-Week
High/Low

68.8
16.3
34.2
17.0
4.8

(04/11/16)

MARKET RELATED DATA

CMP (`)

Inst. Stake (%)

Pledged (%)

NP Growth (%)

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

Prom. Stake (%)

SHAREHOLDINGS

YEAR TO DATE
Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

Div (`)

DERatio

LATEST QTR.

Market Cap
(` Cr)

29 DIAMOND CUTTING/PRECIO US METALS/JEWELLERY


IND. COMPOSITE
427
56497
920
Gitanjali Gems
10 1603 118.6 250 8604 48.8
PC Jeweller L
10 1603 179.1 130 7259 400.9
Rajesh Exports L
1 1603
29.5 111 38619 475.3
Tribhovandas Bhimji
10 1603
66.7 66 1655 -23.1
Vaibhav Global Ltd.
10 1603 32.5* 146 361 18.2
30 DIVERSIFIED
IND. COMPOSITE
4278
342033 35681
3M India Ltd.
10 1603
11.3 895 2103 200.9
Andhra Sugars Lt
10 1503 27.1* 205 779
3.4
*Andrew Yule & Co
2 1603 100.3*
3 360
8.4
*Balmer Lawrie &
10 1603
28.5 350 2712 163.2
Century Textiles
10 1603 111.7 198 7988 -54.5
*DCM Shriram
2 1603
32.5 132 5735 350.3
Grasim Inds.
2 1603 93.4* 265 8980 953.3
Kesoram Industri
10 1603 117.3 34 4100 137.1
*Kokuyo Camlin
1 1603
10.0 22 614
5.3
L&T
2 1603 186.5* 437 59780 5311.5
Mercator Ltd.
1 1603
24.5 29 588 16.9
Nava Bharat Ventures
2 1603 35.7* 146 989 111.2
Nesco Ltd.
10 1603
14.1 467 257 132.9
Orient Paper
1 1603
20.5 20 1820 21.0
Prakash Indus.
10 1603 135.6* 156 2055 20.6
*Reliance Inds.
10 1603 3243.4* 741 233158 27417.0
Sintex Industrie
1 1603 52.3* 101 4828 549.6
Voltas Ltd.
1 1603
33.1 63 5187 332.9
31 DYES & PIGMENTS
IND. COMPOSITE
137
7293
548
AksharChem (India)
10 1603
7.3 116 188 16.6
Atul Ltd.
10 1603
29.7 422 2459 268.1
Bhageria Industries
5 1603
8.0* 49 238 15.3
Bodal Chemicals
2 1603
21.8 22 910 86.6
Clariant Chemicals (
10 1603
23.1 274 1182 52.9
Kiri Industries
10 1603
27.8 57 888
9.1
*Sudarshan Chem.
2 1603
13.8 47 1207 71.6
Ultramarine Pig.
2 1603
5.8 39 220 27.4
32 EDIBLE OILS & SOLVENTEXTRACTION
IND. COMPOSITE
134
31520 -729
Agro Tech Foods Ltd.
10 1603
24.4 138 782 23.4
AVT Natural Prod
1 1603
15.2 14 267 23.3
*Guj. Amb.Exports
2 1603
27.7 66 2736 103.6
*Ruchi Soya Inds.
2 1603
66.8 36 27735 -878.7
33 ELECTRIC EQUIPMENT
IND. COMPOSITE
899
34825 1679
*ABB India
2 1512
42.4 142 8140 299.9
*Bharat Electroni
10 1603 240.0 364 7295 1357.7
*Centum Electronics L 10 1603 12.7* 127 332 32.4
Crompton Greaves
2 1603 125.3 66 4291 -1092.0
*Crompton Greaves Con 2 1603 125.3
4 1812 105.2
Genus Power Infrastr
1 1603
25.7 26 858 78.5
Havells India
1 1603 62.5* 42 5437 715.4
*HBL Power Systems Lt 1 1603
25.3 24 1288 19.4
HPL Electric & Power
10 1603 64.3* 58 1115 37.0
Igarashi Motors Indi
10 1603
30.6 96 445 63.6
Kirloskar Elect
10 1603
66.4
3 548 -31.1
Schneider Electric
2 1603
47.8
3 1403 -18.2
*V-Guard Ind.Ltd.
1 1603 30.2* 16 1862 111.7
34 ELECTRIC EQUIPMENT - G ENSETS/ TURBINES
IND. COMPOSITE
76
1836
168
Honda Siel Power
10 1603
10.1 361 673 48.8
TD Power Systems Ltd 10 1603
33.2 149 455 15.0
Triveni Turbine
1 1603
33.0
9 708 103.8
35 ELECTRIC EQUIPMENT - TRANSFOR MERS
IND. COMPOSITE
64
5927
185
Apar Industries
10 1603
38.5 199 5010 157.0
*Bharat Bijlee
10 1603
5.7 482 640
7.2
Ujaas Energy
1 1603
20.0 10 277 20.9
36 ELECTRODES - GRAPHITE
IND. COMPOSITE
79
2174
67
*Graphite India Ltd.
2 1603
39.1 91 1347 82.4
HEG Ltd.
10 1603
40.0 231 828 -15.2
37 ENGINEERING
IND. COMPOSITE
772
44967 3953
A2Z Infra Engineer
10 1603 129.6* 62 961 -44.7

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

No. of Shareholder
(in 000)

Databank

24
5570 15.0
9137 20.0
6164 28.6
1130
1066 71.8

15
11.92 14.4 14312 12704.55 15200/9405 13947 64.7
0.92 14.7
634
233.80
275/102 897
6.78 28.2
1086
21.65
34/18 1063
13.54 26.3
2172
762.10
804/491 1741 13.0
24.23 60.2 10931
978.65 1037/404 15545
12.10 42.3
3749
230.80
286/107 4700 9.0
41.34 138.4 41999
899.75 1070/648 43578 30.4
8.00 81.7
1902
162.20
202/72 6162 6.1
0.04 18.6
941
93.80
114/65 968
56.79 956.2 132289 1418.90 1615/1017 142829 25.7
15.16 77.2
1074
43.85
55/16 1845
152/64 2786 19.6
22.04 18.6
2448 137.10XB
8.47 12.0
2573 1826.10 2015/1400 2567 17.7
17.84 22.6
1667
81.35
93/23 2021 31.7
3.96 50.6
757
55.85
63/23 1389 22.8
33.09 2571.7 326219 1005.80 1129/889 411683 11.0
31.30 222.3
4287
81.90
101/64 8304 7.7
406/211 11891 33.5
49.37 99.8 11904
359.75
25
654.20
749/125 506 20.9
2173.10 2489/1275 6709 22.5
370.95
453/48 593 17.8
134.55
155/35 1607 14.9
757.90
838/587 1720 33.8
321.65
405/72 1164 20.9
378.45
455/78 2911 30.8
187.65
212/89 536 18.7

22.8 3.50
90.4 10.00
9.6 2.50
7.9 0.60
18.3 150.00
3.3
10.3 3.00
9.4 3.50

0.3
0.2
0.1
0.6
0.0
1.8
1.0
0.0

19.6
21.4
19.8
36.1
8.4
5.7
21.9
23.9

1606
1609
1609
1606
1606
1606
1606
1606

59.3
738.4
85.4
270.5
280.4
253.5
336.8
56.3

9.4
82.3
17.6
32.2
14.1
25.2
31.5
7.2

1606Q
59.3
1609H 1413.4
1609H 179.2
1606Q 270.5
1606Q 280.4
1606Q 253.5
1606Q 336.8
1606Q
56.3

24
15
41
10
19
56
14
10

9.4
162.9
26.7
32.2
14.1
25.2
31.5
7.2

192
13
205
60
214
391
73
39

70.33 0 0.06
44.46 9 26.27
49.47 0 0.00
65.54 0 5.29
64.23 0 6.07
37.67 17 21.96
52.89 0 7.07
52.53 0 0.25

9.2
29.6
6.4
27.7
37.6
15.0
18.3
7.8

478
6446
591
1468
1749
896
2620
548

9.6
1.5
7.5
-26.3

0.3
0.0
0.4
3.8

6.9
11.1
11.3
-

1609 201.2
1606
83.9
1606 781.9
1606 5001.5

7.3
6.6
48.3
1.0

1609H 392.4
1606Q
83.9
1606Q 781.9
1606Q 5001.5

3
6
28
-15

13.4
6.6
48.3
1.0

38
13
94
-34

51.77 0 15.08
74.35 0 0.05
71.96 0 0.44
56.83 52 4.79

14.6
15.1
51.9
31.4

1114
526
1280
747

14.2 3.70 0.2


56.6 17.00 0.0
25.5 3.00 0.4
-17.4
- 0.1
1.7
- 2.3
3.1 0.25 0.3
11.4 6.00 0.0
0.8 0.25 0.9
5.8 0.10 1.5
20.8 5.50 0.1
-4.7
- 33.8
-0.8
- 5.2
3.7 0.70 0.0

10.0
15.5
20.1
46.0
11.9
27.1
3.2
9.9
21.6
23.7

1609
1609
1606
1606
1609
1606
1609
1606
1606
1606
1606
1609

2055.0 81.1 1609N 6156.8


1794.6 346.3 1609H 2722.4
86.8
2.4 1606Q
86.8
1042.9 38.3 1606Q 1042.9
890.0 55.0 1609H 2010.8
185.3 16.3 1606Q 185.3
1559.3 145.8 1609H 3132.4
331.6
5.5 1606Q 331.6
125.4 19.0 1606Q 125.4
149.2
1.5 1606Q 149.2
277.7 -13.7 1606Q 277.7
495.1 39.2 1609H 1067.8

8
2
27
35
-24
13
9
15
18
-17
14

229.5
382.3
2.4
38.3
146.9
16.3
291.4
5.5
19.0
1.5
-13.7
82.0

35
35
-83
-48
5750
-32
29
-18
22
108
-1
70

74.99 0 16.86 63.8


75.01 0 18.52 61.4
59.60 0 12.78 10.1
34.37 59 52.45 139.3
34.37 0 45.73 120.3
50.53 0 6.35 18.6
61.60 0 29.58 71.6
74.16 0 8.50 27.8
- 0 0.00
75.00 0 11.64 13.3
49.42 76 11.40 39.6
74.99 0 7.46 50.6
65.49 0 24.41 30.9

22993
31187
634
4795
11009
1088
24095
1070
1054
2333
425
3749
5931

36
1085.05 1433/963 23020 64.1
1299.45 1417/1009 23861 21.2
499.00
762/463 654 30.6
76.50
204/41 4810
175.65
191/126 11436 43.2
42.35
63/33 1243 15.4
385.45
460/236 22751 30.9
42.30
52/29 1578
163.90
198/163 1550
762.30
840/372 2230 34.8
64.00
74/22 622
156.80
185/127 3923
196.25
226/79 5930 40.8

48.1
4.5
3.1

6.00
3.05
1.10

0.0
0.1
0.0

13.3 1606
3.0 1609
35.1 1606

157.5
177.9
154.9

3
-25
25

14.6
1.2
21.9

34 67.66
-87 54.05
53 67.73

0 4.62
0 30.48
3 26.34

12.9
6.5
32.2

1583
610
4192

38
1560.80 1699/1076 1428 30.1
183.55
331/178 446 87.2
127.05
135/88 4166 37.6

40.8
12.7
1.0

6.50
0.07

0.4
0.6
0.5

20.5 1606 1081.9


2.6 1609 143.6
10.9 1609 121.2

45.6 1606Q 1081.9


8.4 1609H 273.9
9.7 1609H 214.9

-13
3
233

45.6
5.1
17.0

65 58.20
222 34.61
260 70.69

0 20.24
0 17.75
0 1.70

23.6
19.9
21.2

2152
474
704

558.90
838.10
35.20

18
634/406 2386 12.3
1110/575 634 28.9
40/16 729 21.2

4.2
-3.8

2.00
-

0.1
0.7

4.6 1606
- 1606

295.4
163.2

11.0 1606Q
-28.9 1606Q

295.4
163.2

-8
-35

11.0
-28.9

-33 65.21
-174 58.79

0 19.92 101.1
0 11.33 30.2

1486
663

76.05
166.00

18
89/64 1660 19.3
203/116 1289
-

-3.4

1.0

- 1606

202.7

-18.8 1606Q

202.7

148

-18.8

548

42.25

0.40
0.80
-

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

157.5
98.1
154.9

14.6 1606Q
2.4 1609H
21.9 1606Q

48 46.47 95 12.16

26.4

457.30
34.55
92.50
22.35

18
590/445 1209 41.2
43/26 519 21.9
103/36 1593 10.1
33/18 5114
-

52/17 1372
DSIJ.in

30
-

DSIJ.in

14.2
2.4
12.3
23.7
0.5
9.0
23.2
15.1
7.1
13.7
13.5
5.4
1.5
8.2
9.8
12.6
501.5
3.3
23.1
24.9
21.3
23.9
12.3
15.0

50597
407
22 637
8.8
0.8 0.20
506 2984 52.7 12.6 4.00
135 25630 -913.4 -3.7 0.40
716 143 10.6 70.2 2.50
49 519 43.2
4.0 1.10
97 230 18.4 12.6 3.00
86 3880 481.3 21.7
1259 3879 174.0 236.6 20.00
1266 2528 219.9 195.2 40.00
36 824 66.7
3.7 1.62
173 532 116.9 27.0 3.00
1 5939 46.8
0.1
68 1033 124.7 10.9 5.00
43 728 21.6
1.0 0.25
66 310
6.3
0.5 0.80
30 802 -71.7 -12.6
-

0.5
0.2
0.0
0.0
0.5
0.0
0.8
0.3
0.0
0.0
0.6
9.0
0.2
0.1
0.0
3.5

2.8
2.5
9.8
8.0
13.0
25.1
18.8
15.4
10.2
15.6
7.6
16.0
2.4
0.8
-

20899 2474
0
1.0
0.3
252 -90.7 -11.4
257 43.7
5.8 1.20
1060 -204.9 -10.6
2228 419.9
3.9
509 100.0 21.0 1.00
1179 113.2 12.1
1179 -171.3 -2.1
248 14.1
1.2 0.10
1333 77.6
8.0
3
0.4
0.0
1
0.0
0.0 0.00
429 -21.6 -3.4
188
11.9
3.9
119
8.4
0.4
1740 114.1 24.4 2.00
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
626 122.9
0.7
350 51.0 18.5 8.00
4207 859.3
8.9 2.25
384 18.7
0.4 0.15

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

5.8
7.1
382.5
13.0
9.5
15.2
13.1
0.2
0.1
8.6
0.8
13.4
4.0
14.9
0.2
24.7
17.7
4.0
3.4
11.4
28.4
3.1

5
77
81
75
1
161
127
12
8
61
1
1
49
46
34
183
92
137
7
28
89
89
33
21
163
31
13

145120 21306
33 869 197.9
142 7948 749.1
37 4162 576.5

13.4 11.50
62.4 20.00
21.2 10.00

0.0
0.0
0.0

Trailing P/E Ratio

No. of Shareholder
(in 000)

Inst. Stake (%)

Sales Growth (%)

MARKET RELATED DATA

68.09 0 4.70 26.7


54.02 0 28.30 62.0
63.05 0 32.18 397.9
74.99 0 13.18
2.8
57.33 21 8.70 48.3
75.00 0 1.46
6.4
85.61 0 5.86 49.4
62.26 0 4.43
9.6
28.34 0 26.63 25.4
33.80 0 27.03 99.9
46.88 0 23.74 12.5
20.95 96 22.56 981.2
57.97 0 25.85
5.8
54.73 1 30.85 34.4
46.10 0 25.13 56.4
55.00 43 5.03 71.1

25
591
50.40
60/32 698
3662
879.30 1324/784 4104 179.3
134.90
201/90 23058
33018
695 4600.00 5450/3555 628 62.1
668
61.30
93/43 949 13.5
734
502.25
583/216 709 33.0
4535
204.35
389/161 5517 12.1
3664 4982.70 5569/3551 3671 19.6
4830 4286.65 4699/3050 3799 25.3
1484
83.05
105/70 1424 20.6
1088
251.30
381/225 1554 9.0
7195
14.32
23/13 12673
3444 301.60XB
360/209 3527 25.7
2180
103.65
155/90 2261 41.5
1264
109.55
166/84 1129
574
150.80
190/116 939
-

9.43
57.00
42.22
40.04
64.43
71.15
73.54
43.47
48.60
48.69
60.71
74.81
61.44
51.77
35.00
25.24
59.13
65.82
70.98
45.76
74.99
57.41
45.76
60.40
28.86
43.07
69.11

0.99
1.0
13.39 15.2
36.25 18.8
45.09 10.6
26.27 151.9
19.23 12.2
10.51 45.0
39.91 15.0
0.00
4.0
30.59 34.5
0.00
3.3
10.69
0.9
18.78 47.1
31.18
1.7
10.11
9.7
61.31 31.4
0.04 16.2
15.54
7.7
19.54 103.8
0.58
7.3
18.89 29.6
12.52 24.9
0.58
7.5
17.56 82.9
45.02 24.9
51.56 86.9
5.72 95.3

1092
756
665
1512
9311
3627
1697
2487
494
2346
971
648
512
422
2189
5743
428
903
2795
905
20467
2025
1072
7012
1285
48565
1751

313.00
94.65
87.55
77.95
87.35
760.85
181.30
29.95
42.95XB
243.20
8.57
79.90
79.40
139.00
73.25
1228.70
246.15
332.30
35.20
259.00
519.35
339.45
306.90
40.90
465.40
505.65
37.20

17 66.86 48 27.49 24.0


23 50.72 0 28.21 77.6
13 50.99 0 24.68 174.6

5849
39601
26759

42
396.55
457/356 5807 27.3
3300.05 3575/2507 39579 49.5
983.85 1033/788 26471 43.7

1606
0.0
0.3 1606Q
0.0
1609
36.9 -44.0 1609H 122.9
1606
53.6
5.8 1606Q
53.6
1606 238.7 -57.3 1606Q 238.7
1609 512.0 51.2 1609H 1026.7
1606 110.8 16.5 1606Q 110.8
1606 319.2 22.9 1606Q 319.2
1606 302.1 -53.2 1606Q 302.1
1606
65.0
3.1 1606Q
65.0
1609 297.4
1.6 1609H 634.3
1606
0.9
0.3 1606Q
0.9
1606
0.3
0.0 1606Q
0.3
1606
88.9 -25.4 1606Q
88.9
1609
53.7
2.5 1609H 106.1
1606
39.5
4.2 1606Q
39.5
1609 512.7 26.0 1609H 1049.0
1606
48.3
1.8 1606Q
48.3
1609 112.5 16.9 1609H 207.6
1606 184.1 -48.1 1606Q 184.1
1606
27.5
1.5 1606Q
27.5
1606 760.8 233.1 1606Q 760.8
1606 136.9 22.4 1606Q 136.9
1609 159.8 19.0 1609H 291.6
1606
88.5
8.0 1606Q
88.5
1609 1275.1 327.7 1609H 2453.6
1609
87.5
5.8 1609H 175.9

1
-23
16
-7
9
25
14
20
1
43
30
-1
23
11
15
-7
21
24
6
10
8
12
8
23
-5

0.3
-63.2
5.8
-57.3
108.8
16.5
22.9
-53.2
3.1
26.6
0.3
0.0
-25.4
3.4
4.2
70.7
1.8
33.5
-48.1
1.5
233.1
22.4
18.5
8.0
498.1
11.1

40.8 1609 196.8 58.3 1609H 401.1


44.0 1606 2040.8 210.4 1606Q 2040.8
56.5 1609 1203.2 181.3 1609H 2352.3

-6
10
15

110.5
210.4
307.0

75
-28
28
-20
-46
-36
160
-21
-39
-37
88
50
-74
-35
132
-26
-33
41
-31
-25
19
25
-1
-2
86
746

75
59
0
8
58
0
0
0
3
0
11
0
0
0
62
0
0
0
56
83
5
0
80
0
0
35
37

315/122
145/68
150/83
119/61
110/65
908/586
291/126
49/24
106/25
293/170
13/7
94/13
124/63
220/130
81/40
1334/646
421/199
375/222
42/30
414/239
567/312
360/230
328/226
50/31
625/380
589/350
41/17

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

Entprise Value
(` Cr)

175
-43
54
52
174
52
-60
45
-29
41
20
-182
56
1775
46
62

52-Week
High/Low

12
3.0
-50 -107.1
29
77.8
11
1.7
15
9.8
10
11.4
-28
71.0
1
42.5
-4
71.1
4
17.9
26
25.2
4 -362.2
30
26.5
72
29.2
20
3.7
-35
-8.1

153.9
295.3
5622.5
30.4
111.9
120.2
1099.1
668.8
1138.3
332.6
138.5
1143.0
238.3
421.3
69.7
76.6

(04/11/16)

1606 153.9
3.0 1606Q
1606 295.3 -107.1 1606Q
1606 5622.5 77.8 1606Q
1606
30.4
1.7 1606Q
1606 111.9
9.8 1606Q
1609
63.1
6.3 1609H
1609 722.3 52.9 1609H
1606 668.8 42.5 1606Q
1609 580.7 37.9 1609H
1609 159.8
9.6 1609H
1606 138.5 25.2 1606Q
1606 1143.0 -362.2 1606Q
1606 238.3 26.5 1606Q
1609 236.6 17.1 1609H
1606
69.7
3.7 1606Q
1606
76.6
-8.1 1606Q

CMP (`)

994
114.75
155/101 965 21.2
822
113.90
139/89 2590 22.5
5024
266.40
307/159 5073 48.2
22990
829.35 1094/747 22900 31.8
1967 3101.05 3650/1482 2261 115.3
937
608.80
674/435 886 28.5
162/114 3269 17.0
3289
134.70
3628 327.70XB
386/288 3511 33.7
518
162.00
197/127 519 40.9
7766 8783.00 10167/7751 7392 55.7
483
329.15
394/249 514 12.8
1371
623.80
799/603 1276 66.1
1363
171.60
198/113 1596 77.1
834
859.20 1031/550 790 18.3
4964
343.25
370/199 4924 29.2
2024
581.40
768/499 1800 32.1
7793
766.30
931/763 7821
962
32.90
51/23 1277
39620 1112.55 1355/969 37524 61.8
1449
141.65
220/122 1840 14.7
625
912.40 1030/400 668 19.7
1654 1331.85 1425/762 1480 28.4
10154
852.15
970/691 10067 35.1
2526
463.30
767/409 2642 21.4

Market Cap
(` Cr)

16.10 0 34.85 43.5


75.00 0 4.05 97.4
43.77 0 27.13 22.4
51.00 0 35.76 58.2
51.12 29 26.89
9.3
73.72 0 4.42
9.5
51.00 0 35.06 44.8
58.89 0 17.43 15.7
69.47 0 6.58
8.2
74.99 0 15.54 10.5
44.36 0 1.17 13.6
75.00 0 15.20
5.8
65.43 0 10.41 18.7
72.63 0 14.28 20.9
59.33 0 21.53 36.1
66.40 0 18.09 11.7
89.77 0 5.05 117.4
72.51 39 11.20 31.1
74.99 0 14.15 116.9
72.36 0 4.59
9.8
70.14 0 0.40
4.5
50.61 0 15.49 12.4
61.98 0 26.10 29.2
28.77 0 51.94 49.4

Pledged (%)

-41
-24
-19
-8
155
33
-11
12
-19
3
30
115
-44
42
-15
-255
-56
37
55
23
-19
5

Sales
(` Cr)

13.5
8.7
52.5
378.1
5.6
18.6
38.5
56.7
2.6
38.2
13.6
10.9
18.9
101.3
38.8
-5.2
421.5
13.7
9.4
38.3
45.2
17.5

Year / Months

-28
-6
21
8
16
15
17
16
-5
10
9
1
3
-17
22
0
-41
7
21
12
14
-20
1

NP
(` Cr)

1609
90.8 16.0 1609H 147.6
1606 836.4
8.7 1606Q 836.4
1609 384.7 26.0 1609H 744.9
1609 1359.9 196.9 1609H 2707.9
1606 118.0
5.6 1606Q 118.0
1609 132.3 10.0 1609H 259.5
1606 444.8 38.5 1606Q 444.8
1609 329.0 28.5 1609H 655.8
1606
20.3
2.6 1606Q
20.3
1606 564.3 38.2 1606Q 564.3
1609 201.7
6.9 1609H 392.0
1606 154.8
7.2
1609 392.1 14.2 1609H 768.3
1609
0.7 13.0 1609H
2.1
1609 714.2 42.6 1609H 1429.9
1609 161.6
7.4 1609N 575.8
1606
79.3
-5.2 1606Q
79.3
1606 2620.4 130.0 1606N 7718.2
1606 285.9 13.7 1606Q 285.9
1606
95.2
9.4 1606Q
95.2
1609 178.9 19.3 1609H 350.6
1606 814.5 45.2 1606Q 814.5
1606 260.2 17.5 1606Q 260.2

Sales
(` Cr)

Prom. Stake (%)

0.1
1.6
0.1
0.0
1.1
0.0
0.0
0.0
0.0
0.0
0.2
0.0
0.3
0.0
0.0
0.0
2.4
2.0
0.0
1.2
0.4
0.0
0.0
0.3

SHAREHOLDINGS

YEAR TO DATE
NP Growth (%)

46 420 56.4
6.5 1.20
191 3188 33.0
4.6
50 1299 116.3
6.2 1.50
114 4724 751.9 27.1 14.00
433 431
1.3
2.0
205 451 28.3 18.4 1.00
35 1616 198.8
8.1 5.50
61 1158 101.5
9.2 6.50
59
91 13.3
4.2 1.50
1142 2188 138.5 156.7 10.00
174 800 34.5 23.5 3.00
174 570 20.7
9.4 4.00
101 1656
11.8
1.5 0.50
753
5 60.3 62.1 20.00
100 2455 140.5
9.7 5.00
159 819 69.8 20.1 5.50
9 2894 434.2 42.7 1.51
6 460
5.4
0.2
144 10512 1183.3 33.2 10.00
37 1506 95.1
9.3 1.40
195 369 28.4 41.5 15.00
172 526 51.2 41.2 33.00
209 4352 305.5 25.6 6.00
143 1513 117.4 21.5 4.00

Latest Qtr. Year

RONW (%)

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

LATEST QTR.

NP (` Cr)

Astra Microwave
2 1603
17.3
BGR Energy Systems
10 1603
72.2
Carborundum Uni.
1 1603 18.9*
*Cummins India Lt
2 1603
55.4
Dynamatic Techno
10 1603
6.3
Esab India
10 1603
15.4
Greaves Cotton
2 1603
48.8
Grindwell Norton
5 1603 55.4*
Hercules Hoists
1 1603
3.2
Honeywell Automation 10 1603
8.8
Ion Exchange (India)
10 U1603
14.7
Kennametal India
10 U1606
22.0
Kirloskar Bros.
2 1603
15.9
Kirloskar Industries
10 1603
9.7
Kirloskar Oil Engine
2 1603
28.9
*KSB Pumps Ltd.
10 1512
34.8
L&T Technology Serv
2 1603
20.3
Nitin Fire Protectio
2 1603
58.5
Siemens Ltd.
2 1509
71.2
Skipper Ltd.
1 1603
10.2
Sterling Tools L
10 1603
6.8
Swaraj Engines
10 1603
12.4
Thermax
2 1603
23.8
Va Tech Wabag Ltd.
2 1603
10.9
38 ENGINEERING - HEAVY
IND. COMPOSITE
1945
*Action Construction
2 U1603 23.5*
BEML Ltd.
10 1603
41.6
Bharat Heavy Ele
2 1603 489.5
Disa India Ltd.
10 1603
1.5
Elecon Engg.
2 1603
21.8
GMM Pfaudler Ltd
2 1603
2.9
Inox Wind Ltd.
10 1603 221.9
ISGEC Heavy Eng
10 1603
7.4
Lakshmi Machines
10 1603
11.3
Praj Industries
2 1603 35.7*
Sanghvi Movers L
2 1603
8.7
Suzlon Energy Ltd.
2 1603 1004.9*
Techno Electric & En
2 1603 22.8*
*Texmaco Rail & Engin
1 1603 21.0*
Titagarh Wagons Ltd.
2 1603 23.1*
*Walchandnagar
2 1603
7.6
39 ENTERTAINMENT/MULTI MEDIA
IND. COMPOSITE
2034
52 Weeks Ent.
10 1603
34.9
*AdlabsEntertainment 10 1603
79.9
Balaji Telefilms Ltd
2 1603
15.2
Den Networks Ltd.
10 1603 194.0*
Dish TV India Ltd.
1 1603 106.6*
Entertainment Networ 10 1603
47.7
Eros International M
10 1603
93.6
Hathway Cable & Data
2 1603 166.1
High Ground Enterpri
1 1603 11.5*
*Inox Leisure
10 1603
96.5
Media Matrix Worldwi
1 1603 113.3
Millitoons Entertain
1 1603
8.1
NDTV
4 1603
25.8
*Ortel Communications 10 1603
30.4
Prime Focus
1 1603
29.9
*PVR Ltd.
10 1603 46.7*
Saregama India Ltd.
10 1603
17.4
*Shemaroo Entertainme 10 1603
27.2
SITI Networks
1 1603
79.4
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 1603 342.9
UFO Moviez India Ltd
10 U1603
27.6
*Zee Entertainment En
1 1603
96.0
*Zee Media Corp
1 1603
47.1
40 FAST MOVING CONSUMER G OODS
IND. COMPOSITE
2541
Bajaj Corp Ltd.
1 1603
14.8
Britannia Ind.
2 1603 24.0*
Colgate Palm.
1 1603
27.2

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

38
1103
1740
661 14.8
1405
9066 28.6
3857 40.0
2003 13.3
3640
522 21.2
2561 40.9
971
648
603
523 42.0
2768
6298 64.0
405 64.1
1079 13.8
3289
953 98.4
19679 22.7
1864 20.5
1089
7221
1305 25.3
48181 50.7
1797
-

33

Updated Information

34

56
82
181
-20
119
172
29
27
33
51
11
187

27.1
1.0

67935
765
9536 86.3
2.1
11500 361.4 12.4
4259 121.1 13.7
1759 -452.2 -7.0
6163 379.3
9.5
4548 226.4 14.6
3000 -240.1 -20.3
3662 -114.0 -1.9
7766 197.1
4.0
8649 191.2
3.5
1838 24.8
1.2
5254 -15.9 -3.8

2.00
1.00

-22
-2
-3
5
-4
-2
-16
6
-11
-19
-12
-29

140.7
220.6
34.7
-82.3
171.3
50.6
7.0
-37.3
-0.6
19.6
-26.7

3.7
15.2
7.6
8.0
8.5
12.3
6.8
10.6
-

1606
1609
1606
1606
1609
1606
1609
1606
1606
1606
1603
1609

240837 40739
222 40988 8223.7 34.4 5.00 6.7
51 2944 444.7
7.4 1.20 8.9
61 1698 194.5
6.8
- 8.6
26 1204 -209.5 -10.0
- 22.4
47 7745 475.6
2.8 0.70 9.8
285 60221 12296.2 48.2 9.50 7.5
149 52739 9726.3 16.7 5.00 4.8
40 3649 466.9
1.4 0.25 0.6
290 11581 2286.5 38.3 4.50 5.4
133 6844 416.0
8.6 1.75 10.8
154 4992 415.3 14.7 5.00 13.7
375 5443 567.6 46.6 14.00 11.0
130 16384 2089.8 11.4 0.50 5.8
89 2568 180.2 10.0 3.00 16.0
82 2744 292.5
7.9 1.50 8.1
27 5557 333.3
2.5 0.50 15.0
326 13533 2539.4 60.1 10.00 8.1

15.5
14.6
10.9
5.9
16.9
10.8
3.4
12.9
6.5
9.5
12.4
8.7
10.2
9.6
8.7
18.4

1609 11159.1
1606 772.2
1609 506.3
1606 281.1
1609 2066.3
1609 17069.9
1606 13330.3
1609 2083.0
1609 3469.3
1606 1672.3
1606 1260.6
1609 1392.9
1609 4412.5
1609 698.4
1609 901.9
1609 1450.2
1609 4094.4

665421 -18088
155 18885 -743.3
161 17635 539.8
174 44061 -5395.5
296 41796 -6089.2
64 13053 100.7
482 44022 -2812.8
77 25888 -1418.2
93 19411 -506.5
92 10646 -935.3
107 28043 -3664.8
281 16244 711.4
57 23517 -2897.3

-10.0
7.9
-23.4
-57.7
0.9
-51.8
-7.5
-4.4
-11.9
-17.8
14.8
-11.8

0.50
1.50
-

17.6
15.9
14.3
16.5
18.6
18.3
18.5
19.2
16.4
12.0
13.2
16.9

4.9
1.1
4.4
-

319.1
123.5
48.5
5.7
201.2
3455.3
2232.3
387.8
704.3
22.9
121.5
126.3
813.3
64.8
89.9
110.5
801.5

1609H
1606Q
1609H
1606Q
1609H
1609H
1606Q
1609H
1609H
1606Q
1606Q
1609H
1609H
1609H
1609H
1609H
1609H

22273.0
12 1874.6
772.2
9 123.5
976.9
19
95.5
281.1 -12
5.7
4080.0
7 368.6
33586.0
17 6694.2
13330.3
4 2232.3
4058.5 9082 652.5
6761.0
22 1365.6
1672.3
-5
22.9
1260.6
3 121.5
2777.9
2 272.7
8799.3
10 1555.3
1384.1
11 125.5
1765.6
39 187.2
2897.4
4 205.6
7956.7
20 1533.3

1609 4422.5 65.0


1606 4372.0 31.1
1606 10433.5 423.6
1606 9425.9 -741.4
1606 3156.3 -397.4
1609 10405.4 356.9
1609 6188.8 -641.8
1606 4723.7 35.9
1606 2686.3 -279.4
1609 6992.8 55.5
1606 4071.3 307.4
1606 5215.5 -1450.5

1609H
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1606Q
1606Q
1609H
1606Q
1606Q

8993.0
4372.0
10433.5
9425.9
3156.3
20607.0
12357.1
4723.7
2686.3
14296.0
4071.3
5215.5

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

-8
4
-7
-13
-5
-8
-7
-4
-3
-0
-1
-15

Trailing P/E Ratio

1908.3 140.7 1606Q 1908.3


3570.7 212.7 1609H 5627.4
1044.9 34.7 1606Q 1044.9
452.7 -82.3 1606Q 452.7
1637.8 125.0 1609H 2719.9
963.0 50.6 1606Q 963.0
848.4 15.4 1609H 1406.5
640.8 -37.3 1606Q 640.8
1375.7
-0.6 1606Q 1375.7
1541.0 19.6 1606Q 1541.0
425.7
1.6
1055.6 13.4 1609H 2037.2

1.90 1.9
4.00 0.9
5.00 1.2
- -1.1
2.20 0.3
2.00 1.3
- 3.9
- 1.0
1.21 5.3
1.10 1.0
- 0.6
- 4.2

Entprise Value
(` Cr)

0
0

52-Week
High/Low

133 69.46
-103 64.41

(04/11/16)

18.3
-0.6

CMP (`)

36
-14

18.3 1606Q
-0.3 1609H

MARKET RELATED DATA


Market Cap
(` Cr)

255.4
0.0

255.4
0.0

Inst. Stake (%)

0
0
25
0
0
0
0
0
0
0
0
0
46
30
0
0
45
0
0
0
0
3
0
0
0

2651.1
75.3
1130.7
1059.4
940.6
1064.0
331.5
2035.2
1275.5
17283.1
26869.7
1274.5
851.4
96.8
1152.8
1473.6
2614.9
6937.6
377.3
235.1
58.9
486.1
110.6

Pledged (%)

68.02
38.34
72.73
74.99
72.45
72.05
63.26
74.77
74.71
39.90
67.20
0.00
45.03
66.93
60.39
74.99
64.44
59.67
62.76
70.63
47.48
44.36
74.23
32.15
72.54

1609H
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1609H
1609H
1609H
1609H
1609H
1606Q
1606Q
1609H
1609N
1606Q
1606Q
1606Q
1609H
1609H

NP (` Cr)

16
23
3
3
-62
12
-382
3
24
11
10
-24
5
-46
-3
19
32
100
81
251
154
23
14

268.7
2.6
88.5
46.9
160.6
22.4
151.6
-33.8
32.2
15.7
1095.6
2500.0
21.6
38.4
-2.0
16.0
42.3
179.1
269.4
109.4
11.9
5.9
5.6
35.3
32.1

20.0 1606
74.3 1609

Sales Growth (%)

-4 467.1
11
2.6
7 137.7
8
-1 160.6
-12
22.4
0 151.6
-0 -33.8
18
61.2
9
32.2
3 2269.5
8 4884.7
10
40.6
9
89.3
11
-6.3
0
16.0
4
42.3
-1 414.0
12 759.2
8
2
11.9
7
5.9
52
5.6
23
76.9
13
55.5

1609 1351.6
1606
75.3
1609 537.4
1606 509.7
1606 1059.4
1606 940.6
1606 1064.0
1606 331.5
1609 1000.9
1609 641.3
1609 8480.3
1609 13616.6
1609 665.5
1609 416.6
1609
49.4
1606 1152.8
1606 1473.6
1609 1160.5
1609 2363.5
1606 558.3
1606 377.3
1606 235.1
1606
58.9
1609 231.7
1609
61.4

Sales
(` Cr)

Latest Qtr. Year

Prom. Stake (%)

0.3
0.0

102
79.0
22.7

NP Growth (%)

1151
136 1151
1
0

32.7
38.6
24.3
22.3
28.1
11.7
19.3
8.9
21.4
23.1
110.7
29.9
14.9
15.7
6.6
18.9
27.0
20.0
25.6
13.4
1.8
26.8
41.3
21.3

Year / Months

0.0
0.7
0.5
0.0
0.0
0.1
0.0
1.3
2.3
0.4
0.0
0.0
0.0
0.0
0.0
0.1
1.7
0.0
0.0
0.0
1.0
0.2
0.6
0.0
0.0

SHAREHOLDINGS

YEAR TO DATE

NP
(` Cr)

16 5750 939.5
5.3 2.25
65 390 25.0 25.0 5.00
60 2392 327.7 14.4 7.00
293 2053 213.0 65.4 39.52
582 4309 686.9 163.3 70.00
271 2412 165.0 31.7 8.00
112 4812 739.7 21.7 5.75
52 1310 157.3
4.7 1.75
19 3445 60.5
4.0 4.00
103 2381 55.4 23.9 3.00
17 31987 4082.4 18.9 16.00
27 36837 9844.7
8.1 8.50
116 2410 114.6 17.4 2.50
57 1575 162.4
8.9 5.00
147 185
-8.6 -6.6
262 4642 51.5 17.2 3.00
32 5724 144.2
6.1 0.10
20 4947 701.9
5.4 4.25
292 8175 563.3 58.4 48.50
509 2484 423.2 130.4 36.00
47 1623 52.5
6.2
54 1000
9.4
1.0 0.40
235 208 16.1 62.8 2.00
238 883 153.1 99.2 70.00
122 208 101.7 26.0 6.50

RONW (%)

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

LATEST QTR.

Sales
(` Cr)

*Dabur India
1 1603 176.2
DFM Foods Limi
10 1603
10.0
*Emami Ltd.
1 1603
22.7
Gillette India Ltd.
10 U1606
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 1603 15.2*
Heritage Foods
10 1603
23.2
Hindustan Unilever L
1 1603 216.4
ITC Ltd.
1 1603 1211.5*
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 23.6*
Marico Ltd.
1 1603 129.0
Nestle India
10 1512
96.4
P&G Hygiene&Health
10 U1606
32.5
Parag Milk Foods
10 1603
84.1
Prabhat Dairy
10 1603
97.7
Tasty Bite
10 1603
2.6
VST Industries
10 1603
15.4
*Zydus Wellness Ltd.
10 1603
39.1
41 FERRO ALLOYS
IND. COMPOSITE
51
Maithan Alloys Ltd.
10 1603
29.1
Star Ferro & Cement
1 1603
22.2
42 FERTILISERS
IND. COMPOSITE
2882
Chambal Fertilis
10 1603 416.2
Coromandel Internati
1 1603 29.2*
*Deepak Fertilisers
10 1603
88.2
*Fertilisers & Ch
10 U1603 647.1
GSFC
2 1603
79.7
Gujarat Narmada Vall
10 1603 155.4
Mangalore Chem.
10 1603 118.5
Nagarjuna Fertilizer
1 1603
59.8
*National Fertilizers
10 1603 490.6
*Rashtriya Chemicals
10 1603 551.7
SPIC
10 U1603 203.6
Zuari Agro Chemicals
10 1603
42.1
43 FINANCE - BANKS -PRIVATE SECTOR
IND. COMPOSITE
9524
*Axis Bank Ltd.
2 1603 478.1*
*City Union Bank
1 1603 59.9*
DCB Bank
10 1603 284.8*
*Dhanlaxmi Bank
10 1603 209.8
*Federal Bank
2 1603 344.2*
HDFC Bank
2 1603 509.9*
ICICI Bank
2 1603 1163.8*
IDFC Bank
10 1603 3395.1*
IndusInd Bank
10 1603 597.0*
Jammu & Kashmir Bank 1 1603
48.5
Karnataka Bank
10 1603 282.7*
*Karur Vysya Bank
10 1603 121.9
Kotak Mahindra Bank
5 1603 919.0*
Lakshmi Vilas Ba
10 1603 179.5
RBL Bank
10 1603 372.0*
South Indian Ban
1 1603 135.2*
YES Bank Ltd.
10 1603 422.6*
44 FINANCE - BANKS -PUBLIC SECTOR
IND. COMPOSITE
20104
*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 1603 1168.3
*Canara Bank
10 1603 543.0
*Central Bank
10 1603 1885.0
Corporation Bank
2 1603 229.4*
Dena Bank
10 1603 787.1
*IDBI Bank Ltd.
10 1603 2058.8
Indian Bank
10 1603 480.3
Indian Overseas
10 1603 2454.7*

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

No. of Shareholder
(in 000)

Databank

25.40 138.6 52344


297.15
320/231 52376 52.2
16.43
6.4
2019 2018.60 2433/550 2051 79.1
19.03 37.9 27129 1195.30 1261/901 27717 80.7
9.89 24.0 13784 4230.10 4888/3805 13603 64.7
12.98 35.5 24664 5864.65 6800/5367 21952 35.6
10.53 18.6
7232 1391.00 1660/795 7286 54.1
30.67 82.6 51938 1524.90 1710/1120 51791 68.7
18.20 45.8 14017
417.00
467/290 16336 130.6
3.27
7.4
5196 341.45XB
406/279 5686 83.8
11.49 16.2
1863
802.95
956/446 1923 30.2
18.97 329.0 183401
847.40
954/765 182336 42.1
55.77 547.3 301786 249.10XB
266/179 295251 30.4
42.65 36.0
6334
960.45 1572/897 6303 63.3
22.78 80.5
6326
348.30
371/253 6276 38.0
10.27 29.2
1056
812.90 1288/688 1055
0.02
8.6
545
182.70
272/146 544 10.7
1.89 29.4
3162
133.95
159/78 4394 21.0
32.25 57.5 33906
262.80
307/195 33797 42.6
20.06 77.4 63993 6637.15 7390/4990 63511 67.9
13.01 28.4 22782 7018.20 7280/5171 22163 53.8
31.00
9.4
2513
298.75
357/202 2866 43.5
6.52 10.5
1108
113.45
168/72 1196 81.5
0.05
3.1
1131 4406.25 4849/1125 1160 58.0
24.32 13.4
3643 2359.05 2525/1480 3622 21.8
13.45 35.5
3295
843.25
930/632 3061 30.3
32
435/80 812 8.6
140/96 2343
-

0.03
1.88

5.9
13.3

767
2344

263.30
105.50

-4
18
-23
30
-30
559
103
30
95
-63
-617

57.34 7 19.97
62.03 0 10.08
51.07 0 16.83
89.99 0 8.56
37.84 0 32.47
41.20 0 27.28
74.99 53 1.28
57.13 77 2.79
89.71 0 0.40
80.00 0 7.53
41.12 0 4.54
73.84 5 11.46

153.1
60.3
99.0
15.8
114.9
232.7
56.6
467.9
49.8
93.6
74.9
33.3

2655
7525
1846
1576
3652
3329
568
663
1661
2563
467
948

63.80
258.05
209.30
24.35
91.65
214.20
47.95
11.09
33.85
46.45
22.95
225.45

-52
11
14
125
22
20
-25
994
26
-86
11
-1
105
48
47
30
32

28.89 0 58.13 422.9 114301


0.00 0 48.50 84.8
8947
16.22 0 41.28 184.4
3663
0.00 0 17.10 87.9
529
0.00 0 50.42 147.8 13184
21.33 0 43.71 456.3 317053
0.00 0 65.37 971.2 156944
52.94 0 27.88 514.1 24733
14.85 27 55.40 113.2 72783
3122
53.16 0 26.27 82.2
0.00 0 31.86 121.9
3216
2.16 7 43.99 78.6
5735
33.64 0 40.74 144.5 146935
9.65 36 6.36 64.2
2681
0.00 0 24.38 133.4 13603
0.00 0 52.22 268.6
3048
21.85 4 65.76 194.5 50556

478.10
149.30
128.65
25.20
76.60
1243.70
269.70
72.85
1219.10
64.40
113.75
470.60
799.45
149.40
365.70
22.55
1196.40

22
638/367 91940 18.4
151/77 7584 19.6
133/69 2960 17.8
30/17 -51
86/41 9409 24.3
1318/929 286994 23.6
292/181 129838 17.5
83/43 22832 23.3
1255/799 68262 28.4
92/56
-5 11.1
134/80 570 7.5
541/394 3206 10.2
830/587 140031 50.9
169/78 1395 12.2
405/274 12263
26/16 572 8.0
1450/632 44780 17.4

72.20
52.00
142.45
106.45
29.15
290.10
88.50
40.10
36.20
68.65
207.05
25.30

16
88/40 -4102
70/42 -5249 9.6
182/109 11240
139/79 -22734
37/27 -4977
339/156 -4912
112/48 2613
48/31 -5488
48/26 -2499
96/47 311
242/76 770 12.4
34/21 -7823
-

-499.9 -254 67.21


31.1
-85 61.26
423.6
-60 59.23
-741.4 -672 73.71
-397.4 -769 81.61
585.9
-42 66.29
-1241.6 -492 82.02
35.9
-82 70.76
-279.4 -1943 68.55
296.6
16 73.98
307.4
43 82.10
-1450.5 -9927 79.56

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

21.55
22.87
33.64
18.66
13.36
26.59
13.51
23.88
18.68
17.86
15.01
13.53

213.0
225.7
293.9
295.1
172.9
158.4
143.8
73.8
224.1
411.2
64.4
256.7

5369
3542
32912
11227
3406
15752
16682
4600
2849
14134
9944
6210

73/51
293/146
253/128
29/18
107/58
292/65
67/35
17/9
38/24
54/35
27/16
263/118

15
7108 31.1
9561 19.1
3511 16.7
2440
4802 11.9
6851 11.6
1890
2213
10125 7.9
5315 16.2
578 18.9
4280
-

DSIJ.in

DSIJ.in

24.34 0
57.34 0
58.35 0
42.44 0
59.67 0
73.96 0
72.70 0
1.75 0
64.42 0
62.65 0
73.91 0
32.25 34
53.08 0
37.10 42
0.00 0
73.84 0
62.69 0
6.36 0
80.72 0
0.00 0
55.53 0
29.12 0
50.41 100
24.15 12
33.59 0
65.44 0
61.41 0
68.65 0
74.99 0
66.68 0
51.92 0
26.98 0
17.21 0
34.40 3
30.44 52
25.22 0
71.34 0
74.62 0
74.99 0
64.32 0
72.70 0
57.54 0
74.06 0
72.50 0
67.79 0
1.98 0
60.00 0
46.39 0
76.09 0
52.00 45
50.92 87
60.63 0
33.04 9

0.02
3.1
24.46 71.0
14.43 62.4
23.75 43.7
6.76 12.6
3.30 31.8
2.02 23.7
83.58 53.7
13.75 120.5
0.00
6.6
9.08
3.1
0.13
1.5
36.51 22.9
31.23 111.3
40.54 101.9
0.00
2.1
5.24 32.1
0.00
5.2
5.30 1039.9
63.84 465.4
23.33 628.2
27.68 21.3
4.16 36.0
63.55 63.2
0.64 95.3
17.68 36.9
20.94 23.4
1.54 19.7
0.14
6.1
13.78 390.3
42.25 49.2
62.45 18.9
0.00
0.2
40.80 69.1
59.18 51.7
0.00
4.1
14.23 12.4
21.34 38.6
5.33 72.9
10.83 207.3
0.00
0.5
0.25
5.7
1.45 35.3
7.37 12.0
27.33 217.2
0.00
1.8
12.92 121.5
13.92
9.1
0.00 69.9
29.59 969.4
20.92 24.3
28.34 266.4
24.55
7.4

Sales
(` Cr)

RONW (%)

DERatio

Div (`)

Trailing P/E Ratio

476
50
-33
-58
9
-10
16
175
46
156
-26
-25
46
-61
8
99
6
-72
2
108
-209
-72
-35
21
157
-30
-14
-64
6
-95
-23
-9
-87
167
244
185
197
48
-19
332
3
85
315
-98
9
-70
10
-24
56
21
-372
-4
104

1606
1609
1609
1609
1609
1606
1606
1609
1606
1606
1606
1606
1609
1606
1609
1606
1609
1606
1609
1609
1606
1609
1606
1609
1609
1609
1609
1609
1606
1609
1609
1609
1609
1606
1609
1606
1609
1606
1609
1606
1609
1606
1609
1609
1606
1606
1606
1606
1606
1609
1609
1606
1606

158/75
58/32
150/69
272/148
750/445
746/350
598/360
97/49
50/28
174/104
25/16
47/29

Entprise Value
(` Cr)

13.1 764
1.9
4633.4
39 831.8
107.3 -18
57.4
427.4 -42 284.2
35.2
11
36.8
5.8
38
0.5
0.8
8
0.6
776.3
46 381.8
601.4
55
45.2
23.6
95
9.1
48.6
9
16.0
18.8
7
1.6
2270.6
13 336.7
92.9
24
11.5
5.6
21
1.5
2.4 308
0.6
121.0
7
23.1
1.2 210
0.0
17999.2 131 542.8
129.6 -97
96.3
822.0
-7 -110.3
29.6 -62
17.4
15.8 -35
7.1
4704.5
28 1267.6
37.6
-5
27.7
86.6 -20
59.4
31.0
-8
21.7
0.0
27
3.5
0.0
0
-0.2
26.7 -81
8.1
2858.0
3 181.8
1013.3
-3
79.2
22.8
-4
0.0
674.0
31 149.2
144.7
90
94.0
8.2 3524
2.1
104.2
76
74.8
1296.4
14 270.3
31.8
-2 -51.1
23.3 -93
53.1
1455.5
17
10.3
7.0
79
5.2
273.4
57
89.5
1.9 -66
0.1
7105.6
5 1712.6
62.1
47
0.2
271.3
20
67.4
13.2
7
3.9
11.5 2070
0.3
1882.0
4 343.0
25.8 -72 -65.4
5953.6
5 1420.9
195.1
72
24.6

10.5
17.4
6.0
18.7
39.2
6.5
3.0
21.7
9.4
13.4
3.8
2.3
15.5
9.7
0.2
0.0
10.0
0.6
27.6
4.9
11.7
39.7
21.8
8.3
6.8
4.6
7.8
6.2
9.8
11.0
9.2
0.0
12.3
6.9
1.9
7.9
14.4
1.8
14.7
4.4
4.7
5.5
17.1
0.3
22.4
11.8
1.1
7.3
3.3
19.7
17.6

113.45
50.80
131.60
242.85
663.65
518.00
520.10
65.95
32.75
134.35
20.75
41.05

52-Week
High/Low

0.71 33.8
4629
33.36 78.7
9308
16.89 38.7
1709
18.72 41.1 11569
88.51 212.8 219524
44.57 164.6 26934
49.09 16.6
4495

(04/11/16)

0
0
0
0
0
0
0

1609 332.4 55.1 1609H 642.0


1609 2166.7 232.6 1609H 4124.9
1609 247.2 34.4 1609H 482.0
1609 367.4 62.0 1609H 713.8
1609 8091.3 1826.5 1609H 16473.6
1609 3456.5 494.8 1609H 6816.1
1606 246.8 39.5 1606Q 246.8

-7
-4
-4
5
-1
-5
-2
-2
-11
-2
-4
1

CMP (`)

43.45
39.30
42.06
58.55
0.00
40.31
37.13

17.9
14.8
17.0
29.1
20.8
18.1
15.7

4778.9
2153.9
11574.9
41593.5
4773.6
3438.7
4728.0
11647.7
4189.6
16084.8
2429.3
6187.8

Market Cap
(` Cr)

55
23
15
20
25
14
31

59.0 10.00 9.8


23.3 8.00 10.5
23.1 5.00 8.4
6.7 2.30 10.4
44.8 17.00 4.4
32.9 5.50 10.5
24.0 1.80 5.8

1606Q
1609H
1609H
1609H
1609H
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1609H
1606Q
1609H
1606Q
1609H
1609H
1606Q
1609H
1606Q
1609H
1609H
1609H
1609H
1609H
1606Q
1609H
1609H
1609H
1609H
1606Q
1609H
1606Q
1609H
1606Q
1609H
1606Q
1609H
1606Q
1609H
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1606Q
1606Q

No. of Shareholder
(in 000)

Prom. Stake (%)

27 104.8
19 434.0
15
66.7
18 122.2
13 3697.2
13 902.6
23
39.5

1606Q
1606Q
1606Q
1606Q
1609H
1609H
1609H
1609H
1606Q
1609H
1606Q
1609H

1.9
407.8
40.7
198.4
36.0
0.5
0.6
145.9
45.2
9.1
16.0
1.6
170.9
11.5
1.2
0.6
13.8
0.0
315.8
91.1
-110.3
16.6
7.1
641.1
6.7
51.8
15.6
2.5
-0.2
5.2
94.8
39.0
0.0
149.2
-13.1
2.1
57.0
270.3
-36.3
53.1
5.0
5.2
70.1
0.1
1712.6
0.2
67.4
3.9
0.3
130.0
-39.5
1420.9
24.6

Inst. Stake (%)

NP Growth (%)

28.94 133.5
3927
12.45 136.8
2034
29.30 364.4 28004
29.09 1536.8 188519
10.47 58.9
4646
2.53 28.4
2487
2.52 60.7
3698
16.69 258.4
5965
13.97 313.8
4873
25.38 238.7
9236
9.53 83.1
2779
16.81 266.0
4100

100.7
53.4
306.4
2521.0
-210.1
-183.5
-587.7
82.4
-440.6
176.7
38.3
154.6

Pledged (%)

NP (` Cr)

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

1606 4778.9
1606 2153.9
1606 11574.9
1606 41593.5
1609 2326.5
1609 1674.5
1609 2375.6
1609 5783.1
1606 4189.6
1609 8208.1
1606 2429.3
1609 3128.3

13.1
2347.0
66.7
310.5
35.2
5.8
0.8
407.4
601.4
23.6
48.6
18.8
1162.1
92.9
3.4
2.4
65.6
1.2
9128.8
112.9
822.0
25.0
15.8
2397.0
19.8
66.6
22.0
0.0
0.0
13.6
1491.6
504.8
10.2
674.0
13.0
8.2
67.5
1296.4
16.2
23.3
700.8
7.0
175.4
0.9
7105.6
62.1
271.3
13.2
11.5
898.0
11.8
5953.6
195.1

Sales Growth (%)

58.37
79.62
65.01
61.21
75.07
90.00
79.08
72.91
77.53
63.43
85.90
70.33

Year / Months

-61
24
-57
-32
-196
-390
-823
-75
-272
-71
-27
23

1.0
5.6
6.9
12.6
6.8
5.6
5.9
5.1

0.40 0.0
5.00 5.1
1.75 0.0
32.50 0.0
12.50 0.0
10.00 0.5
- 0.0
- 2.1
2.40 5.2
1.50 0.3
1.50 0.1
- 0.6
4.50 6.2
1.25 0.4
- 0.0
- 0.0
1.00 0.0
- 0.0
8.40 16.1
- 0.0
1.00 3.8
4.25 0.0
1.20 0.0
54.00 4.6
3.00 2.9
1.45 0.3
- 0.0
- 0.0
15.00 0.0
0.80 0.5
4.00 3.6
0.80 4.2
- 0.0
1.80 2.9
3.60 0.0
- 1.4
3.50 0.6
6.00 2.4
- 0.2
- 0.0
- 0.1
25.00 0.0
1.10 6.7
9.00 0.0
13.90 5.6
- 0.0
1.20 3.6
10.00 0.1
- 0.0
10.00 1.3
- 0.3
17.10 5.1
- 4.6

MARKET RELATED DATA

100.7
53.4
306.4
2521.0
-431.7
-655.4
-1330.6
161.6
-440.6
343.0
38.3
316.2

4.5 0.70 15.6


8.4 1.65 15.3
-18.7
- 15.6
12.8 2.60 12.0
121.5 14.30 13.9
74.5 6.00 15.1
47.5 5.00 16.8
-18.2
- 24.4
-18.8
- 22.5
19.7 1.95 16.9
-2.1
- 23.7
3.8
- 19.2

0.5
23.7
10.3
114.2
16.0
26.5
5.7
22.0
17.0
13.8
11.8
0.1
36.4
1.9
0.1
0.0
1.5
0.0
11.5
-7.3
2.0
5.4
1.6
54.2
0.6
1.4
33.0
60.5
45.7
2.2
11.8
7.9
0.0
4.0
4.3
0.0
3.3
20.3
-0.9
1.5
198.6
49.2
1.9
14.2
23.2
0.0
7.0
25.0
0.2
38.7
4.7
28.5
15.4

SHAREHOLDINGS

YEAR TO DATE

NP
(` Cr)

Latest Qtr. Year

LATEST QTR.

Sales
(` Cr)

Oriental Bank of
10 1603 346.2 389 20059 156.1
*Punj. & Sind Ban
10 1603 400.4 149 8744 336.0
Punj. NationlBak
2 1603 425.6 167 47424 -3974.4
SBI
1 1603 776.3 186 163685 9950.7
State Bank Of Bi
10 1603
70.0 963 9592 850.6
*State Bank Of My
10 1603
48.0 973 7128 357.8
StateBnkOfTravan
10 1603
71.1 847 9609 337.7
*Syndicate Bank
10 1603 904.5* 121 23198 -1643.5
UCO Bank
10 1603 1488.0* 65 18561 -2799.3
*Union Bank of In
10 1603 687.4 295 32199 1351.6
United Bank of I
10 1603 1339.4* 40 9937 -282.0
Vijaya Bank
10 1603 998.8 66 12084 381.8
45 FINANCE - HOUSING
IND. COMPOSITE
947
54727 10158
Can Fin Homes
10 1603 26.6* 330 1083 157.1
Dewan Housing
10 1603 313.0 157 7312 729.2
GIC Housing Fi
10 1603
53.9 136 874 124.5
GRUH Finance Li
2 1603 72.8* 23 1275 243.6
*HDFC
2 1603 316.8 215 30905 7093.1
LIC Housing Fi
2 1603 100.9 181 12396 1660.8
Repco Home Finance L 10 1603 62.6* 153 881 150.1
46 FINANCE - OTHERS
IND. COMPOSITE
17198
128230 26322
Alankit
2 1603 14.3*
5
30
3.5
Bajaj Finance L
2 1603 107.7* 136 7304 1278.5
*Bajaj Finserv Ltd.
5 1603
79.6 169 242 163.1
Bajaj Holdings & Inv
10 1603 111.3 611 1395 1270.5
Balmer Lawrie Invest
10 1603
22.2 41
0 35.6
Bengal & Assam Compa 10 1603
8.7 406
42 23.0
BF Investment Ltd.
5 1603
18.8 187
3 21.5
Bharat Financial Inc
10 1603 137.8* 101 1169 303.0
Capital First
10 1603 92.4* 180 1845 156.9
Capital Trust Lt
10 1603
14.7 103
54 20.2
Capri Global Capital
10 1603 35.1* 310 210 41.2
Centrum Capital
1 1603
41.6
6
45
6.1
*Cholamandalam Invest 10 1603 156.3* 234 4192 568.5
*Edelweiss Fin. Ser
1 1603 82.9* 19 335 155.6
*Equitas Holdings Ltd
10 1603 337.1* 31
8
2.1
Fortune Financia
10 1603 51.0* 82
3
0.1
Geojit BNP Paribas
1 1603 23.5* 15 217 35.6
Goldline Intl.
1 U1603 52.1*
1
4
0.3
ICICI Pru Life
10 1603 1435.3 42 1810 1653.0
IDFC L
10 1603 1595.9 60 224 -1162.1
IFCI Ltd.
10 1603 1662.0 37 3819 337.4
IIFL Holdings
2 1603
63.4 47 211 172.0
IL&FS Investment Man
2 1603
62.8
4 102 49.1
Indiabulls Housing F
2 1603 84.7* 248 7933 2294.1
Indiabulls Ventures
2 1603 58.7*
7
76 16.9
JM Financial Ltd.
1 1603 79.2* 21
35 112.3
*JSW Holdings
10 1603
11.1 718
50 36.6
Kalyani Investment
10 1603
4.4 777
1 26.4
Kama Holdings Ltd.
10 1603
6.5 742
30 29.5
*L&T Finance Holdings 10 1603 1754.9* 22 349 378.0
*M&M Fin.Services
2 1603 113.8 107 5853 672.6
Magma Fincorp Ltd.
2 1603
47.4 86 2110 187.1
Mahanivesh (Ind)
10 1603
10.0 25
0
0.0
Manappuram Finance
2 1603 168.3* 33 2213 337.2
*Max Financial Servic
2 1603 53.5* 62 201 115.2
Monotype India
1 U1603
70.3
1
18
1.4
Motilal Oswal Financ
1 1603 14.3* 41 110 46.7
Muthoot Finance
10 1603 399.1 141 4861 809.6
Network 18 Media & I
5 1603 523.5 25
67 -91.0
Oswal Green Tech
10 1603 256.8 84 452 37.9
*Paul Merchants
10 1603
1.0 1355 2464 20.4
Pilani Investmen
10 1603
7.9 1110
47 38.9
*PNB Gilts Ltd.
10 1603 180.0 41 343 34.5
Pneumatic Holdings
10 1603
5.3 259
12
7.5
Power Finance Co
10 1603 2640.1* 135 27474 6113.5
PS IT Infrastructure
10 1603
53.8 10 329
0.2
PTC India Financial
10 1603 562.1 31 1187 391.1
Rane Holdings Ltd.
10 1603
14.3 212
75 35.6
Ravindra Energy Ltd.
10 1603 122.1 18 122
2.4
Reliance Capital
10 1603 252.6 526 4076 977.0
Religare Enterprises
10 1603 178.3 141 125 83.8
Rural Electrific
10 1603 1974.9* 145 23638 5627.7
Satin Creditcare
10 1603 37.6* 88 552 57.9

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

-5506
-1788 5.9
1525
58890 21.5
-5070
-1178
-1626
-7373
-3077
-6369 17.8
-3291
-2168 9.3

27
1738.10 1887/840 13236 23.8
297.35
337/141 57456 11.5
317.35
354/181 7786 12.8
317.90
370/226 20163 43.9
1385.90 1463/1012 364907 28.1
533.70
624/389 119106 15.2
718.65
891/552 9998 28.2

19
449 62.85XB
85/23 443
53557 994.15XB 1180/518 89253 34.4
50871 3196.80 3479/1576 50646 376.8
24368 2189.50 2235/1311 22946 27.5
758
341.50
370/248 673 19.6
1017 1171.60 1335/410 1172 44.4
543
144.15
191/85 532 25.1
10964
795.60
939/420 12111 20.1
796/348 13710 35.6
6098
660.00
819
558.45
630/160 784 31.7
1146
326.95
407/111 1243 32.4
1173
28.20
32/7 1327
17425 1115.15 1244/583 39511 25.8
9296
112.15
129/44 9945 67.6
5823
172.75
206/134 5757
1795
351.80
410/106 1800
886
37.65
45/27 745 24.0
1276
24.50
31/13 1276
43497
303.05
334/293 139876 10022
62.80
71/35 9796
31/20 26569
4014
24.15
9629
303.65
340/164 9675 75.7
462
14.71
22/13 444 10.2
33409
789.15
895/551 79496 13.3
687
23.40
35/13 497 20.3
6232
78.70
91/33 6645 71.6
1377 1240.95 1394/931 1366 41.7
568 1300.35 1938/1022 567 28.2
1570 2433.35 3149/1145 1570 53.2
17716
100.95
109/48 18274 80.1
19466
342.25
405/173 40556 31.4
2393
101.00
126/67 10590 13.4
625
625.00
700/175 625
8281
98.40
107/22 15672 19.2
14494
542.30
627/303 14491 73.4
1828
26.00
37/12 1925
7346
512.00
640/257 7582 76.2
13719
343.80
405/160 26680 15.3
4209
40.20
64/38 4849
777
30.25
46/20 541 9.9
497 4833.35 5707/2058 440 24.0
1230 1555.10 1710/1220 1219 29.8
696
38.65
44/22 5595 6.8
502
950.00 1081/411 490 125.2
30084 113.95XB
130/70 230490 4.8
510
94.95
99/6 512
2181
38.80
50/30 8407 5.5
1151
806.05
984/488 1171 33.4
573
46.95
52/16 574
12504
494.95
596/304 28261 12.1
4809
269.65
325/224 5490
24449 123.80XB
141/76 167860 4.4
2041
542.60
717/264 2809 29.0

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

35

Updated Information

36

8.8
11.7
11.6
2.1
0.7
3.5
14.4
9.1
10.4
14.6
0.3
17.3
0.8

1609
60.2 15.9 1609H 116.2
1609 1115.3 204.5 1609H 2168.8
1609 2713.2 387.6 1609H 5399.9
1606 757.7 26.1 1606Q 757.7
1606
2.2
0.0 1606Q
2.2
1606
0.1
-0.2 1606Q
0.1
1609 591.9 127.7 1609H 1149.5
1609 156.3 130.0 1609H 203.1
1606
54.0 20.2 1606Q
54.0
1606 321.7 71.4 1606Q 321.7
1606
41.4
0.5 1606Q
41.4
1606
8.8
6.8 1606Q
8.8
1606
1.9
0.1 1606Q
1.9

0.60 2.7
25.00 0.1
24.00 0.9
- 1.9
- 11.0
1.80 0.0
- 0.0

24.7
9.2
20.4
23.2
25.3
-

1606
1606
1609
1606
1606
1606
1609

567.8
52.3
94.0
43.0
505.3
51.1
36.9

10.00

0.6

14.9 1609

42.1

1.00
2.50
5.00

0.3
0.0
1.8

12.1
19.3 1606
7.7 1606

6.00
2.45
1.80
2.50
9.55

0.6
0.0
0.3
0.3
0.2
0.7
0.1
0.0

10.8
26.3
13.9
23.0
5.9
15.7

1606 1465.4
1609 252.9
1606 166.1
1606 133.7
1606 194.0
1606 128.5
1606 400.4
1609
78.2

4.00 0.1
1.10 0.1
- 0.0
- -24.3
1.50 0.0
- 0.4
10.00 0.0
5.00 0.0
0.20 1.3
0.40 0.7
1.00 0.1
- 0.0

16.0
3.8
1.6
6.8
5.2
13.0
16.9
2.4
21.4
-

1609
1609
1606
1606
1609
1609
1609
1609
1609
1606
1609

3.00
0.16
0.20
-

32.6
386.3
761.8
26.1
0.0
-0.2
217.9
163.9
20.2
71.4
0.5
6.8
0.1

17
29
16
14
-91
-27
-14
12
22
103
-28
161
-55

23
-32
21
34
47
18
1570

50.5
6.7
5.0
47.9
4.2
9.6
22.0

4667
1790
1112
623
910
2983
424

44
192.00
209/135 5681 45.7
7750.90 8703/2200 1816 37.6
1852.95 1995/1360 1174 33.6
91.35
120/40 630 48.2
104.20
155/57 3438
537.40
670/487 2988 49.4
46.55
60/33 424
-

Entprise Value
(` Cr)

54.31 6 2.71
72.26 0 5.00
72.55 0 14.75
74.95 0 0.07
69.98 93 7.26
65.02 0 20.45
75.00 0 0.19

52-Week
High/Low

228.00
308/145 1408 18.5
2409.45 2650/1337 25513 25.8
1033.05 1325/737 54674 18.3
78.05
87/39 16381 64.8
31.90CB
51/29 730
428.50
503/221 458 29.8
1340.80 1599/1106 21440 33.7
548.95
689/455 3011 13.7
60.40
72/35 1479 8.5
415.95
547/217 6175
352.60
376/352 462
1949.95 2210/788 622 11.9
32.85
65/22 1726
-

(04/11/16)

925
15887
23438
3927
731
467
14899
3024
488
4932
462
622
1727

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

567.8
52.3
182.7
43.0
505.3
51.1
76.1

8
30
8
12
-3
-2
-0

26.8
9.9
14.3
3.2
-21.0
10.9
4.7

4.1 1609H

79.7

-21

5.9

-45 56.66

1.12

5.9

547

494.0 154.4 1606Q


644.2 41.0 1606Q

494.0
644.2

-25
15

154.4
41.0

- 66.50
-30 57.49
159 56.10

0 11.24
0 28.49
0 0.16

26.9
34.6
21.4

4233
2761
691

30
1896.00 2377/1161 4277
399.85
472/300 2756 25.0
490.45
578/220 1181 12.6

72.2
51.4
-7.0
5.7
8.4
14.4
22.7
20.4

1606Q 1465.4
1609H 468.6
1606Q 166.1
1606Q 133.7
1606Q 194.0
1606Q 128.5
1606Q 400.4
1609H 147.1

12
20
8
19
3
14
15
29

72.2
89.0
-7.0
5.7
8.4
14.4
22.7
37.6

-18
167
58
347
5
42
57
25

34.35 65 45.89 38.1


58.61 0 13.19 28.7
70.28 84 18.55 109.0
24.61 0 50.35 12.2
50.99 0 3.03 46.3
50.03 0 1.44
7.7
64.85 0 30.32 29.9
63.96 0 15.92 28.6

17901
9558
7835
2102
509
868
6965
3335

57
1286.70 1544/1213 19747 51.0
1154.55 1275/697 9331 52.7
169.05
199/141 8871
256/167 2223
247.05
55.55
77/46 550 17.8
792.95
920/616 943 19.4
373/272 7079 107.2
340.80
620.70
685/524 3327 50.4

1.6
3.8
-51.8
9.0
27.6
10.0
32.9
-1.4
3.4
6.4
-0.0

1609H
1609H
1606Q
1606Q
1609H
1609H
1609H
1609H
1609H
1606Q
1609H

10
-9
-8
9
7
15
10
7
1
29
-47

3.7
-8.4
-51.8
9.0
18.6
15.0
63.1
-9.1
5.9
6.4
-0.1

121
-128
10
397
-64
77
17
22
797
37
21

74.99 0 14.25
5.8
35.26 0 17.68 68.0
- 0 0.00
63.88 92 5.38 98.3
87.02 0 4.00
3.6
38.65 0 38.88 135.8
74.62 0 0.02 12.7
75.00 0 15.22 18.6
62.12 1 11.13 15.3
74.98 0 4.90 39.5
44.98 6 13.70
5.7
62.17 0 21.51
2.0

972
6130
435
819
1692
11124
817
3866
474
748
734
3104

318.95
107.25
244.25
17.55
197.25
112.45
623.30
435.50
26.55
119.25
182.95
199.50

379/206
138/101
300/200
24/17
291/140
143/89
623/188
513/322
32/19
158/65
200/148
266/175

45
993 24.1
6330 98.4
435
5032
1413 56.9
12668 66.0
812 21.0
3839 30.6
768
1002 49.4
739 26.5
3103
-

555
67335
444
7448
448
1094
671
446

68.10
364.05
4.71
12.34
60.50
3.98
41.30
3.23

84/25
436/302
8/4
19/10
126/54
8/4
55/34
4/3

47
737 14.3
64180 24.3
202
12552
461
7798
1057 30.2
445
-

534
2185
975
749
2014
464
1214
1917
6299

114.20
926.35
43.05
3.11
523.30
315.65
68.05
59.95
68.85

202/53
1008/500
51/33
5/2
690/368
350/200
94/49
69/36
98/48

10
593
2609 73.2
43167
9505
2183 50.3
461 17.8
1206 21.0
6227 7.4
29882
-

96.9
550.6
149.0
105.9
988.6
39.1
507.7
150.7
123.9
61.9
0.0

0.5
0.0
0.1
0.6
0.2
3.9
0.7
0.0

0.9
7.1
6.6
1.5
4.5
0.1

1606
64.1 27.9 1606Q
64.1
1609 1496.3 535.3 1609H 2949.4
1606
80.9
5.9 1606Q
80.9
1606 361.3 -123.1 1606Q 361.3
1606
20.3
0.3 1606Q
20.3
1606 343.4 -127.8 1606Q 343.4
1606 187.6
3.0 1606Q 187.6
1606
0.0
-1.6 1606Q
0.0

817
27.9
463 70.83 88 3.24 15.6
6 2012.2
206 71.95 0 26.17 29.6
20
5.9
62 58.43 96 24.70 49.1
34 -123.1 -9153 61.61 74 27.58 434.7
159
0.3
288 64.45 0 0.78
2.9
44 -127.8
-46 70.54 95 4.66 240.6
6
3.0
-60 69.48 36 15.23
9.1
-1.6 -1225 62.22 0 7.33 83.6

- 0.6
10.00 1.2
- 9.4
- 11.5
1.00 0.5
7.50 0.0
0.50 0.0
1.00 1.1
- 2.1

2.2
8.9
7.9
11.2
3.5
8.0
-

1606 115.0
0.2 1606Q 115.0
1609 565.2
8.9 1609H 1307.1
1606 3364.9 -656.2 1606Q 3364.9
1606 805.1 -270.8 1606Q 805.1
1609
92.0 12.3 1609H 209.4
1609
27.5
6.2 1609H
53.8
1606 192.6
6.0 1606Q 192.6
1609 1411.2 47.3 1609H 2740.2
1606 3123.5 -276.6 1606Q 3123.5

-1
0.2
2
12.7
2 -656.2
52 -270.8
-15
27.7
11
16.7
13
6.0
-16 113.1
-0 -276.6

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

Trailing P/E Ratio

Inst. Stake (%)

2.0
9.5
46.0
50.8
4.9
62.1
21.1
26.7
66.7
52.4
0.7
7.1
1.8

26.03
33.77
26.05
60.79
42.78
73.83
36.14
73.01
48.08
0.00
0.89
74.89
17.35

Pledged (%)

18.97
23.24
33.26
18.84
11.92
4.25
15.80
4.84
4.13
66.13
0.00
4.03
0.03

Prom. Stake (%)

NP Growth (%)

NP (` Cr)

24
17
13
59
9
-21
1
14
15
55
96
171
-35

1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1609H

50.0
274.2
149.0
105.9
514.1
22.9
258.1
80.4
65.5
61.9
0.0

26.8
9.9
7.7
3.2
-21.0
10.9
1.9

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

DERatio
1.0
2.3
3.3
4.7
0.0
0.0
2.1
0.0
1.9
1.4
0.0
0.0
0.0

MARKET RELATED DATA


Market Cap
(` Cr)

15.00
10.00
0.50
11.00
17.00
1.80
0.50
3.00
-

SHAREHOLDINGS

YEAR TO DATE

No. of Shareholder
(in 000)

*SE Investments
10 1603
40.6 126 193 45.1 11.1
*Shriram City Uni
10 1603 65.9* 684 3835 529.8 80.3
*Shriram Trans.Fi
10 1603 226.9 448 10242 1178.2 51.9
SREI Infrastructure
10 1603 503.1 55 1890 57.4
1.1
Stampede Capital
1 1603
22.9
2
20
0.4
0.0
Summit Securities
10 1603
10.9 406
17 15.7 14.4
Sundaram Finance
10 1603 111.1* 298 2312 477.3 43.0
*Tata Investment
10 1603
55.1 406 252 202.6 36.8
Tourism Finance
10 1603
80.7 64 184 53.6
6.6
Ujjivan Financial
10 1603 118.6* 102 1007 177.2 14.9
V B Industries
10 1603
13.1 76 144
0.3
0.2
Vardhman Holdings
10 1603
3.2 872
52 48.2 150.9
Yamini Investments
1 1603
52.6
1
13
0.5
0.0
47 GLASS
IND. COMPOSITE
186
5327
57
*Asahi India Glass
1 1603
24.3 16 2168 97.3
4.0
Borosil Glass
10 1603
2.3 2462 222 52.3 226.2
*Empire Inds.
10 1603
6.0 250 385 30.6 51.1
Guj. Borosil Ltd
5 1603
34.1
8 183 12.1
1.8
Hind. NationalGl
2 1603
17.5 27 1979 -193.3 -22.1
La Opala RG Ltd.
2 1603
11.1 42 249 58.7 10.6
*Saint-Gobain Sekurit
10 1603
91.1
9 141
-0.4 -0.0
48 GRANITES/MARBLES
IND. COMPOSITE
6
193
17
Pokarna Ltd.
10 1603
6.2 187 193 17.2 27.8
49 HORTICULTURE AND F LORI CULTURE
IND. COMPOSITE
50
3110
228
*Advanced Enzyme Tech 10 1603
22.3 79 139 21.3
9.5
Kaveri Seed Company
2 1603
13.8 133 849 177.1 25.6
Venkys (India) Ltd.
10 1603
14.1 277 2122 29.9 21.2
50 HOSPITALS AND MEDI CAL SERVICES
IND. COMPOSITE
1062
10178
603
Apollo Hospitals
5 1603
69.6 247 5409 369.4 26.6
Dr. Lal Pathlabs Ltd
10 1603 82.8* 58 765 125.8 15.2
Fortis Healthcare
10 1603 463.5* 78 612 -73.5 -1.6
*Healthcare Global En 10 1603
85.1 62 470
-2.8 -0.3
Indraprastha Med
10 1603
91.7 22 758 28.2
3.1
Kovai Medical
10 1603
10.9 160 465 40.4 37.0
Narayana Hrudayalaya 10 1603 204.4 47 1464 56.8
2.8
Thyrocare Tech.
10 1603
53.7 70 235 58.8 10.9
51 HOTELS AND RESORTS
IND. COMPOSITE
644
6858
360
*EIH Associated
10 1603
30.5 79 246 38.4 12.6
EIH Ltd.
2 1603 114.3 43 1417 101.5
1.8
GIR Natureview
10 1503
17.8 11
7
0.3
0.2
Hotel Leela Ven.
2 1603
93.3 -4 661 -180.2 -3.9
*India Tourism De
10 1603
85.8 39 437 22.6
2.6
*Indian Hotels Co
1 1603
98.9 39 2274 201.0
2.0
*Mac Charles
10 1603
13.1 196
56 33.4 25.5
Mahindra Holidays
10 1603
88.8 78 952 117.3 13.2
Oriental Hotels
1 1603
17.9 12 308
-7.9 -0.4
*Taj GVK Hotels & Res
2 1603
12.5 56 270
8.4
1.3
The Byke Hospitality
10 1603
40.1 30 232 25.9
6.5
Westlife Development
2 1603 31.1* 31
0
-0.4 -0.0
52 INFRASTRUCTURE - G ENERAL
IND. COMPOSITE
3387
10358 -550
Atlanta Ltd.
2 1603
16.3 46 136
3.3
0.4
Bharti Infratel Ltd.
10 1603 1849.6 100 5596 1323.4
7.2
Gammon Infrastructur
2 1603 188.4
9 403 58.2
0.4
GMR Infrastructure L
1 1603 603.6 16 799 -1518.9 -2.5
Kridhan Infra
2 1603
14.8 12
57
1.3
0.2
Lanco Infratech Ltd.
1 1603 274.9
6 2671 -445.0 -1.6
MEP Infrastructure
10 1603 162.6 36 695 26.7
1.6
RattanIndia Infra
2 1603 276.5
5
0
0.6
0.0
53 IRON AND STEEL
IND. COMPOSITE
9532
200488 -10024
Adhunik Industries
10 1603
46.8 22 410
2.3
0.5
APL Apollo Tubes
10 1603 23.6* 147 2996 30.8 13.1
Bhushan Steel Ltd.
2 1603
45.3 201 11803 -2839.4 -125.4
Electrosteel Steels
10 1603 2409.2
3 2598 -326.5 -1.4
Gallantt Ispat Ltd.
10 1603 38.5* 94 535 28.6
7.4
*Gandhi Special
5 1603
7.3 113
91 18.5 12.6
*Jai Corp Ltd.
1 1603
17.8 112 624 69.5
3.9
*Jindal Saw
2 U1603
64.0 144 6144 367.0 11.5
Jindal St & Pwr
1 1603
91.5 125 12548 -1018.9 -11.1

LATEST QTR.

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

CMP (`)

Databank

-94
-7
10
-44
70
82
-66
-45
26

74.96 0 0.00
1.7
38.74 0 17.91
5.3
59.04 69 4.03 45.9
45.23 80 29.67 53.6
62.58 0 0.16
0.9
73.26 0 4.08
5.3
73.00 0 6.62 75.4
53.58 0 19.79 49.7
61.89 33 19.99 182.9

882.60

1159/660

19
610 44.4

DSIJ.in

DSIJ.in

674.7
98.4
252.3
433.8

-1
12
1
-4

1606
1606
1606
1606
1606
1606
1609

93.1
306.1
18.0
89.6
165.0
49.7
450.1

12.9
28.3
-33.6
26.3
10.2
1.8
13.9

1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H

93.1
306.1
18.0
89.6
165.0
49.7
908.7

3.50
1.20
0.50
0.60

0.0
1.1
0.4
0.4

18.5
7.9
17.5
25.1

0.90 0.2
2.00 0.1
- 77.3
- 0.3
- 1.3
- 0.3
5.00 0.3

12.8
9.1
9.5
4.0
4.7
19.9

8185
153 6106
156 2079

462
152.9
308.7

37.50
94.45
1589.15
301.60
78.25
241.45
24.80
65.40
46.05
601.10
248.90
301.00
50.15
78.65
37.10
221.10
347.10
561.55
403.05
375.25
16.13
30.75
65.65

61/14
110/24
1887/856
413/121
95/40
276/131
39/19
76/28
61/39
657/387
297/76
356/184
55/34
95/26
42/19
246/119
513/78
685/340
432/211
414/176
20/7
37/23
119/65

12491
4067
65758
1571 9.4
1167 12.7
1616 22.7
7194
3323 52.6
680 20.1
2798 19.5
1217 8.7
1577 7.1
51928
1094
786 10.6
1788 15.3
1064 12.3
613 19.4
69124 9.3
1192 10.8
3811
3924
3386
-

7
15
28
118
79

72.21 9 18.05
55.15 0 14.08
54.12 0 29.18
54.80 0 5.10
33.13 52 1.31

26.9
4.1
10.3
2.1
6.3

5126
1704
3527
932
506

230.35
706.00
287.60
647.50
241.75

267/135
865/401
306/152
674/175
321/110

34
5512 29.4
1926 39.9
3678 24.2
1017 97.1
562 110.6

50.5
3.2
20.0
36.2

-44
6
11
1

52.95
48.35
73.77
74.98

0 27.58 111.6
0 1.39
5.5
0 0.78 33.7
0 5.92 11.0

5858
680
1057
4931

455.80
579.50
87.85
410.75

27
614/438 5518 33.1
627/426 882 45.5
145/84 1236 13.2
531/360 5131 40.9

0
0
12
9
48
-16
4

12.9
28.3
-33.6
26.3
10.2
1.8
40.3

-7
-3
43
26
139
-68
-37

61.49 0 15.04
69.84 0 14.65
74.99 100 0.93
72.85 0 22.78
62.19 65 1.03
40.25 0 3.01
69.57 0 18.23

37.3
25.0
11.4
22.7
40.1
73.9
52.8

5145
4840
489
2788
1075
1032
2589

154.05
192.00
31.30
195.50
193.30
61.75
283.75

174/81
222/135
53/16
224/151
256/119
98/46
450/253

75.9 1606Q 1224.8


92.7 1606Q 534.1

-27
-5

75.9
92.7

548.05
719.90

32
690/475 9185 42.7
802/493 6943
-

11.1 2.50
31.3 17.50

0.8
0.0

5398
12 3298
69 102
50 1011
1561 986

811
615.3 12.4 9.00
17.6
3.6 1.50
100.3 20.2 7.00
77.7 222.9 125.00

0.0
0.0
0.8
0.0

106.9
1.7
40.4
14.3

1609
1606
1609
1606

761.7 139.8 1609N 2588.2


25.9
3.1 1606Q
25.9
274.2 30.2 1609H 557.8
288.1 27.5 1606Q 288.1

3
-3
16
14

9542
73 2051
309 750
124 919
68 1526
39 1804
148 224
26 931
175 375
699 371
166 593

1183
300.2 16.3 11.00
29.7 32.4 4.00
180.5 24.6 1.20
108.0
4.6 0.40
255.0
7.8
70.5 37.9 22.00
127.8
5.4 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

22.3
10.5
19.9
6.8
19.8
25.6
20.3
15.2
26.4

1609
1609
1609
1609
1606
1609
1606
1606
1606
1606

528.6 89.5 1609H 1098.9


177.0
3.7 1609N 527.4
229.5 54.6 1609H 468.7
360.4 13.1 1609H 725.4
473.4 73.6 1606Q 473.4
57.1 20.1 1609H 107.8
560.5 113.6 1606Q 560.5
75.8
-4.3 1606Q
75.8
97.8 24.0 1606Q
97.8
145.8
7.6 1606Q 145.8

3.00

0.3

21.1 1606

17.4 1.50
0.5
19.3 27.80

1.5
0.1
0.0

18.3 1606 143.8


9.7 1606Q 143.8
2.3 1606 206.2
-2.9 1606Q 206.2
21.8 1609 3877.5 1901.9 1609H 6681.6

51

394
394

47
47.3

16758 8320
95 729 36.5
21 969 43.6
88 14226 8166.6

10.7

7.3 1606 1224.8


20.1 1606 534.1

102.7

2129
2228
38413
1317
1074
1618
498
925
554
2809
896
1197
20715
598
669
969
878
865
39145
987
492
437
1741

Trailing P/E Ratio

1606Q
1606Q
1606Q
1606Q

17.0
12.6
6.5
10.0

48.0
44.8
705.1
39.6
61.8
24.2
25.1
42.4
42.3
10.0
15.2
26.8
393.2
171.7
65.8
21.7
55.6
38.9
906.7
10.7
51.3
31.9
61.0

Entprise Value
(` Cr)

50.5
3.2
20.0
36.2

432
218.7
14.8
78.1
120.3

12.35
25.50
21.77
1.18
2.26
13.40
56.46
5.21
23.72
18.16
2.54
3.48
20.42
1.56
0.12
3.24
2.69
3.49
42.08
3.87
11.43
27.35
15.01

52-Week
High/Low

674.7
98.4
252.3
433.8

5506
90 2418
160 450
37 926
40 1713

37
66
44
0
0
0
0
18
7
0
0
0
0
66
0
36
0
0
6
0
62
0
0

(04/11/16)

1606
1606
1606
1606

1609
1609
1609
1606
1606

74.99
54.65
51.53
60.60
59.54
59.67
25.26
71.68
36.35
60.27
71.28
50.78
74.99
49.03
49.06
63.32
50.09
54.50
31.35
75.00
49.87
60.87
43.78

CMP (`)

92.3
18.0
69.2
4.5
1.8

31.8
15.3
21.5
8.9
6.4

Market Cap
(` Cr)

15
7
16
5
52

0.8
0.8
0.3
1.1
1.3

No. of Shareholder
(in 000)

935.8
480.5
908.7
75.3
38.5

1.00
1.00
0.60
0.50
-

Inst. Stake (%)

1609H
1609H
1609H
1606Q
1606Q

7.6
16.7
10.6
5.0
1.8

Pledged (%)

49.3
9.0
35.1
4.5
1.8

350
168.1
40.3
130.6
7.1
3.8

12.7 1606Q

102.7

-64.6
45
49.4
1754.0
545
84.4
45
60.2
79
23.9
387
-358.7
4
10.3
280
4.3
14
31.2
-38
89.1
268
43.0
27
-535.5 -116
-6.7 -177
18.5
45
12.9
9
33.7
155
26.6
108
575.4
35
30.9
13
-32.6
54
-251.2 -13605
-20.5 -255

MARKET RELATED DATA

Prom. Stake (%)

496.1
245.4
467.0
75.3
38.5

4684
24 1658
110 937
49 1657
56 297
22 136

NP Growth (%)

-34
28
9
-2
33
-33
-1
15
-17
-8
9
-3
26
-13
10
6
-7
1
13
-5
-27
-24

1606 2125.6
1606 1497.1
1609 13357.3
1609 330.2
1609 289.8
1606 317.6
1606 420.6
1606 677.6
1606 211.8
1606 357.7
1606 284.9
1606 279.2
1606 9238.1
1606 401.0
1606 374.4
1606 804.4
1609 254.2
1609 153.6
1606 10323.5
1606 200.4
1606 832.0
1606 1247.5
1609 609.4

NP (` Cr)

2125.6
1497.1
25378.5
675.2
589.4
317.6
420.6
677.6
211.8
357.7
284.9
279.2
9238.1
401.0
374.4
804.4
499.1
272.5
10323.5
200.4
832.0
1247.5
1790.8

2.4
19.3
11.7
1.4
0.1
7.6
15.6
3.6
37.1
2.0
8.9
7.2
41.5
3.8
7.0
15.9
-

4528
145
13 357 53.9
1.6
54 1205 124.2
4.9
0
64 -278.4 -17.8
76 347 103.5
7.3
83 591 18.5
3.3
26 240 20.6
1.2
56 1723 102.3 11.2

Sales Growth (%)

Sales
(` Cr)

1606Q
1606Q
1609H
1609H
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1606Q
1606Q
1606Q
1606Q
1609H

Sales
(` Cr)

-64.6
49.4
671.6
37.6
22.6
23.9
-358.7
10.3
4.3
31.2
89.1
43.0
-535.5
-6.7
18.5
12.9
11.3
16.1
575.4
30.9
-32.6
-251.2
-39.4

-16 6848 -792.0 -14.0


- -60.2
26 6417 14.6
0.6
- 3.0
866 36707 -3498.3 -144.7 7.50 1.4
135 1180 113.6 26.0
- 0.4
36 1114 57.7
4.2 1.25 0.2
341 1019 39.2
5.8 2.50 0.0
32 1827 -1683.2 -83.8
- 11.0
33 2732
1.6
0.1
- 5.4
28 871 27.0
2.2
- 0.5
223 1719 162.7 34.8 5.50 0.0
292 1035 37.5 10.4 5.00 0.3
108 1146 158.8 39.9 5.00 0.9
95 39086 -4137.3 -10.0
- 0.8
34 1671
7.4
1.0
- 2.3
36 1661 57.3
3.2
- 0.3
198 3069 62.1 14.2 1.00 1.0
48 929 50.6 20.0 2.00 2.3
524 574 30.8 20.0 10.00 0.0
726 38210 4900.9 50.5 8.00 0.4
196 766 82.1 31.2 3.00 0.5
26 3447 -404.4 -13.3
- 4.2
-11 6924 -1551.5 -109.1
- -22.2
69 3785 -93.4 -3.5 0.50 1.0

SHAREHOLDINGS

YEAR TO DATE
Year / Months

Latest Qtr. Year

RONW (%)

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

LATEST QTR.

NP
(` Cr)

Jindal Stainless
2 U1603 113.6*
Jindal Stainless (Hi
2 1603 47.2*
*JSW Steel
10 1603 241.7
Kalyani Steel
5 1603
21.8
Kirloskar Ferrou
5 1603
68.7
Maha. Seamless
5 1603
33.5
*Monnet Ispat & Energ 10 1603 200.8
*Mukand Ltd.
10 1603 141.4
Pennar Industrie
5 1603
60.2
Ratnamani Metals
2 1603
9.3
*Sarda Energy & Miner 10 1603
36.0
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 1603
25.3
*Tata Sponge Iron
10 1603
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 1603 142.3
*Welspun Corp
5 1603 132.6
54 LAMINATES
IND. COMPOSITE
82
Century Plyboard
1 1603 22.3*
Greenlam Industries
5 1603
12.1
Greenply Industr
1 1603 12.3*
Rushil Decor Ltd.
10 1603
14.4
Uniply Industries
10 1603
20.9
55 LEATHER
IND. COMPOSITE
112
Bata India
5 1603
64.3
*Bhartiya Interna
10 1603 11.7*
Mirza International
2 1603
24.1
Relaxo Footwears
1 1603
12.0
56 LOGISTICS
IND. COMPOSITE
572
Aegis Logistics Ltd.
1 1603
33.4
*Allcargo Logistics
2 1603
50.4
Arshiya
2 1603
31.2
Navkar Corporation L
10 1603 142.6
Sical Logistics
10 1603
55.6
*Snowman Logistics Lt 10 1603 167.1
*VRL Logistics Ltd.
10 1603
91.2
57 LPG BOTTLING/DISTRIBUTION
IND. COMPOSITE
236
Gujarat Gas
10 1603 137.7
Mahanagar Gas
10 1603
98.8
58 LUBRICANTS
IND. COMPOSITE
269
*Castrol India
5 1512 247.3
GOCL Corporation
2 1603
9.9
Gulf Oil Lubricants
2 1603
9.9
Tide Water Oil
5 1603
1.7
59 MEDIA - PRINT
IND. COMPOSITE
472
DB Corp
10 1603 183.8*
DIC India
10 1512
9.2
Hindustan Media Vent 10 1603
73.4
*HT Media
2 1603 46.9*
Jagran Prakashan
2 1603
65.4
*MPS Ltd.
10 1603
18.6
Navneet Education
2 1603
47.6
Repro India Ltd.
10 1603
10.9
Sandesh
10 1603
7.6
TCPL Packaging
10 1603
8.7
60 MEDICAL - OTHERS
IND. COMPOSITE
22
Poly Medicure Lt
5 1603
22.1
61 METAL - NON-FERROU S
IND. COMPOSITE
1433
Arcotech Ltd.
10 1603
21.0
Hind. Copper
5 1603 462.6
Hind. Zinc
2 1603 845.1

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

46 60.89
19 64.99

0 17.60
0 15.18

25.7
78.9

7545
7111

519.1
3.1
61.4
27.5

9
-41
39
7

0 29.77 105.9
0 8.04 50.2
0 17.61 55.5
0 11.54 18.3

21236
1565
3604
2067

16
-5
4
2
7
-0
9
-35
6
13

194.5
17.7
103.3
14.0
73.6
35.3
113.6
-4.3
24.0
7.6

53
-18
19
-50
11
8
15
-244
18
-4

12.7

30 48.76

8.51

-11
9.7
-13
-2.9
-13 2938.7

19 74.97
-114 82.94
-30 64.92

8
0
0

9.95
7.93
4.20

51.00
69.87
68.58
55.61

69.90 31 25.57
71.75 0 0.06
74.30 0 16.44
69.50 0 17.63
60.75 0 28.28
67.77 0 10.57
61.80 0 21.94
61.70 0 8.87
74.81 0 0.00
58.42 0 0.12

429.40
495/360
315.60
375/120
726.45
780/452
5931.25 8317/4200

448/287
746/489
314/244
96/73
213/139
928/610
115/76
526/326
1080/655
780/450

41
5184 97.2
4901 39.3
802
2815 25.6
1661 44.1
1131 61.2
2735 33.1

35
20540 32.2
1550 101.5
3564 30.6
1824 26.0
19
6995 19.0
487 18.8
2263 10.8
2680 20.0
6533 22.9
1228 16.9
2507 16.9
618
610 8.5
803 16.1

10.6
8.5
13.7
35.0
31.6
10.4
24.8
6.8
4.7
7.2

6972
486
2135
1879
6012
1232
2413
456
720
609

379.25
529.05
290.90
80.15
183.90
662.00
101.30
418.60
951.35
700.40

4.0

1710

387.55

34
444/238 1750 34.0

6.8
760
60.9
5352
57.4 107872

361.85
57.85
255.30

14
451/290 1030 20.0
74/42 5319
276/136 107820 15.6

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

37

Updated Information

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

12.4

-63
-8.3
-39
3.7
-82
-5.4
27 114.8
-70 -108.8
-6
12.0
-1
47.1
-5 711.3
-100
3.4
54
4.7
-3 -394.4

-117
-99
-63
59
-93
302
-48
-30
-7
6
-163

-10 1519.5
522
90.7
16
36.8
-15
4.0
35
-3.5
11
9.7
-8
4.5
-0 148.0
18 124.4
-14
35.3
13
5.7
6
14.2
19
17.4
26
34.1
34 -21.7
17 134.5
13
5.3
7.3
368
24.0
16
42.3
26
25.4

-8
17
43
-76
83
-84
-29
44
99
61
-69
49
45
24
-12
40
17
-24
21
-36

2.20

78.90

108/57

Trailing P/E Ratio

Entprise Value
(` Cr)

52-Week
High/Low

826

(04/11/16)

45.3

CMP (`)

Inst. Stake (%)

Pledged (%)

Prom. Stake (%)

NP Growth (%)

-72 74.95

MARKET RELATED DATA


Market Cap
(` Cr)

-26

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

*Tin Plate Co.


10 1603 104.7 57 834 73.4
7.0 2.00 0.0
12.3 1609 178.4 10.4 1609H 338.3
62 MINING/MINERALS
IND. COMPOSITE
8845
41008 24451
Ashapura Min. Lt
2 1603
17.4 -24 592 64.7
7.4
- -0.3
- 1606
78.8
-8.3 1606Q
78.8
Coal India Ltd.
10 1603 6316.4 25 166 16343.5 25.9 27.40 0.0 105.2 1606
23.2
3.7 1606Q
23.2
Deccan Gold Mines
1 1603
9.0
5
0
-6.9 -0.8
- 0.0
- 1609
0.0
-2.7 1609H
0.0
Guj. Mineral Dev
2 1603
63.6 106 1189 240.0
7.5 3.00 0.0
7.1 1606 399.3 114.8 1606Q 399.3
Guj. NRE Coke
10 1603 1657.0*
7 731 -805.6 -4.9
- 2.4
- 1606
72.7 -108.8 1606Q
72.7
Indian Metal & F
10 1603
26.0 311 1211 -54.8 -21.1
- 1.1
- 1609 387.6 42.3 1609H 640.9
MOIL Ltd.
10 1603 133.2 257 629 173.0 13.0 5.00 0.0
5.1 1606 183.5 47.1 1606Q 183.5
NMDC Ltd.
1 1603 316.4 95 6456 3028.3
9.6 11.00 0.0
10.1 1606 1720.7 711.3 1606Q 1720.7
*Orissa Minerals Deve
1 1603
0.6 1392
0 10.6 17.7 2.66 0.0
1.3 1606
0.0
3.4 1606Q
0.0
Sandur M & I Ore
10 1603
8.8 423 222 -14.2 -16.3 3.00 0.0
- 1606
87.8
4.7 1606Q
87.8
Vedanta
1 1603 296.5 130 29811 5471.9 18.5 3.50 1.0
12.5 1609 7088.1 -274.6 1609H 14703.6
63 MISCELLANEOUS
IND. COMPOSITE
2634
25308 4451
*Adani Ports & Speci
2 1603 414.2 66 4631 2841.6 13.7 1.10 1.0
20.9 1609 1301.9 916.7 1609H 2357.0
Cox & Kings L
5 1603 88.3* 139 543 169.3
9.6 1.00 0.4
6.9 1606 1193.2 90.7 1606Q 1193.2
Dalmia Bharat
2 1603
17.8 141 204 65.5
7.4 2.00 0.2
5.2 1609
56.9 17.1 1609H 111.2
Dredging Corpora
10 1603
28.0 551 666 79.7 28.5 3.00 0.6
5.2 1606 142.5
4.0 1606Q 142.5
Future Consumer
6 1603 994.9
5 1344 -63.6 -0.4
- 0.5
- 1606 357.3
-3.5 1606Q 357.3
Gateway Distriparks
10 1603 108.7 65 266 106.0
9.8 7.00 0.0
15.0 1606
80.3
9.7 1606Q
80.3
IFGL Refracto
10 1603
34.6 48 304 18.6
5.4 2.00 0.2
11.1 1606
73.3
4.5 1606Q
73.3
Indraprastha Gas Ltd
10 1603 140.0 172 3686 416.2 29.7 6.00 0.0
17.2 1606 899.7 148.0 1606Q 899.7
*Info Edge (India)
10 1603 121.1* 146 723 141.6 11.7 3.00 0.0
8.0 1609 210.0 80.1 1609H 407.6
Jain Irrigation
2 1603 95.9* 52 4238 71.2
1.5 0.50 1.1
2.8 1606 985.8 35.3 1606Q 985.8
Linde India
10 1512
85.3 163 1567 23.5
2.8 0.75 1.0
1.7 1606 430.3
-2.5 1606H 846.8
Nirlon
10 1603
90.1 31 289 43.6
4.8 0.75 2.1
3.0 1606
67.4 14.2 1606Q
67.4
Orient Refractories
1 1603
12.0 17 459 55.8
4.6 1.45 0.0
27.3 1606 131.2 17.4 1606Q 131.2
Solar Industries Ind
2 1603
18.1 65 1090 111.3 12.3 4.50 0.3
19.0 1606 345.2 34.1 1606Q 345.2
Sun Pharma Advanced
1 1603 24.7* 14 161 -70.0 -2.8
- 1.8
- 1609
94.9 14.7 1609H 116.4
Syngene Internationa
10 1603 200.0 53 1107 221.2 11.1 1.00 0.8
21.0 1609 303.0 74.7 1609H 577.5
Talwalkars Better Va
10 1603
29.7 139 229 53.4 18.0 1.50 0.7
12.9 1606
46.0
5.3 1606Q
46.0
TeamLease Service
10 1603
17.1 181 2505 24.3 14.2
- 0.1
7.8 1606 687.8
7.3 1606Q 687.8
Thomas Cook (I)
1 1603 36.7* 31 392
8.1
0.2 0.38 0.3
0.7 1609 454.5
3.6 1609H 1140.8
Vesuvius India
10 1512
20.3 245 700 73.6 36.3 6.25 0.0
14.8 1606 208.1 23.8 1606H 386.7
*Wonderla Holidays Lt 10 1603
56.5 71 205 59.8 10.6 2.00 0.0
14.8 1609
50.2
3.0 1609H 139.1
64 MOBILE PHONE SERVI CE P ROVIDER
IND. COMPOSITE
9819
117437 6154
*Bharti Airtel
5 1603 1998.7 211 60300 7546.5 18.9 1.36 0.5
8.9 1609 16480.1 3308.1 1609H 32869.9
*Idea Cellular Ltd.
10 1603 3601.1* 67 35817 2616.7
7.3 0.60 1.6
10.8 1609 9225.3 -42.8 1609H 18674.6
*MTNL
10 1603 630.0
0 3197 -2005.7 -31.8
- 1347.8
- 1606 744.7 -718.0 1606Q 744.7
OnMobile Global Ltd.
10 1603 104.3* 66 387
5.7
0.6 1.50 0.0
0.8 1606
86.8 12.6 1606Q
86.8
RelianceCommu.Ltd
5 1603 1244.5 130 9974 -1624.0 -6.5
- 0.9
- 1606 2482.0 -559.0 1606Q 2482.0
Tata Communications
10 1603 285.0 292 4790 113.2
4.0 4.30 0.1
1.4 1606 1220.5 204.3 1606Q 1220.5
Tata Teleservices (M
10 1603 1954.9 -18 2972 -498.0 -2.5
- -2.7
- 1609 712.8 -468.1 1609H 1447.7
66 OIL DRILLING AND E XPLO RATION
IND. COMPOSITE
8226
146296 21938
Aban Offshore
2 1603
11.7 557 1014 367.8 63.0
- 0.3
11.3 1606 247.5 88.9 1606Q 247.5
Alpha Geo (India
10 1603
5.9 114
69
7.0 11.8 2.00 0.0
10.3 1606
45.5
5.1 1606Q
45.5
Cairn India Ltd.
10 1603 1875.7 199 4649 853.5
4.6 3.00 0.0
2.3 1609 1082.1 473.1 1609H 2083.4
Deep Industries
10 1603 40.5* 65 169 40.9 10.1 1.50 1.1
15.5 1609
67.5 16.8 1609H 131.9
GAIL (India) Ltd.
10 1603 1268.5 241 51914 2298.9 18.1 5.50 0.2
7.5 1606 10851.8 1335.2 1606Q 10851.8
*Hind. Oil Explor
10 1603 130.5 21
28
6.6
0.5
- 0.0
2.4 1609
5.6 13.1 1609H
11.6
Jindal Drilling
5 1603
14.5 290 320 30.1 10.4 0.50 0.1
3.6 1606
92.7
9.5 1606Q
92.7
Oil India Ltd.
10 1603 601.1 371 9765 2330.1 38.8 16.00 0.4
10.4 1606 2221.2 494.4 1606Q 2221.2
*ONGC
5 1603 4277.7 177 78368 16003.6 18.7 8.50 0.0
10.5 1609 18395.0 4974.9 1609H 36179.8
67 PACKAGING
IND. COMPOSITE
397
12481
747
*Essel Propack Ltd.
2 1603
31.4 35 743 115.7
7.4 2.20 0.3
20.9 1609 232.5 16.9 1609H 452.2
Ester India
5 1603 46.8* 31 771
4.6
0.5
- 1.0
1.5 1606 166.2
-1.6 1606Q 166.2
Flexituff Internatio
10 1603
24.9 152 1156
4.0
1.6
- 1.5
1.1 1606 286.1
-3.2 1606Q 286.1
Huhtamaki PPL
2 1512
14.5 80 1151 49.1
6.8 2.80 0.7
8.4 1606 329.9
6.8 1606H 634.7
Jindal Poly Films
10 1603
43.8 412 2644 205.8 47.0 1.00 0.4
11.4 1606 596.4 40.5 1606Q 596.4
Max India
2 1603 53.5* 61
68 14.3
0.5
- 0.0
0.9 1606
15.2
0.3 1606Q
15.2
Oricon Enterprises L
2 1603
31.4 31
61 15.8
1.0 0.50 0.2
3.3 1606
15.8
2.6 1606Q
15.8
Polyplex Corpn.
10 1603
32.0 135 951 27.0
8.4 3.00 0.3
6.3 1606 233.9 16.1 1606Q 233.9
Rollatainers Ltd
1 1603
25.0
4
40 12.0
0.6
- 2.1
12.4 1606
1.3
-0.4 1606Q
1.3
Time Technoplast Ltd
1 1603
21.0 43 1407 99.1
4.7 0.55 0.5
10.9 1606 347.0 17.4 1606Q 347.0
Uflex Ltd.
10 1603
72.2 258 3487 199.7 27.7 3.20 0.4
10.7 1606 850.8 46.5 1606Q 850.8
68 PAINTS/VARNISHES
IND. COMPOSITE
294
23349 3046
*Akzo Nobel India Ltd
10 1603
46.7 156 2740 202.1 43.3 70.00 0.0
27.7 1609 760.7 41.6 1609H 1539.8
*Asian Paints Ltd.
1 1603
95.9 52 12646 1597.4 16.7 7.50 0.0
32.2 1609 3553.2 435.3 1609H 6961.0
Berger Paints I
1 1603 97.1* 16 4133 354.9
3.7 1.65 0.0
23.5 1609 1143.5 161.3 1609H 2303.9
Kansai Nerolac Paint
1 1603
53.9 42 3830 891.1 16.5 3.05 0.0
38.9 1609 1133.8 139.3 1609H 2324.4

38

SHAREHOLDINGS

YEAR TO DATE
Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

RONW (%)

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

No. of Shareholder
(in 000)

Databank

821 19.7

48.43 0 23.36 19.5


576
79.64 0 17.99 637.6 199281
28.33 0 6.88 22.1
470
74.00 0 14.19 62.1
3309
27.65 53 37.20 185.5
605
57.29 0 10.28 38.1
1043
75.57 0 12.66 292.9
4470
74.94 0 21.74 213.7 40181
50.01 0 19.15 18.3
1391
69.15 0 1.80
6.2
718
62.86 0 23.23 366.5 63089

12
66.20
101/55 628
315.50
350/272 194817 12.6
52.00
70/25 462
104.05
119/52 3276 11.7
3.65
4/2 3317
401.35
474/101 1890
335.60
388/180 1620 34.3
127.00
143/75 26915 14.7
2319.00 2695/1370 592 133.9
821.05
881/280 697
212.80
226/58 102038 14.2

58.94
51.26
57.41
73.56
43.55
25.17
71.29
45.00
42.87
30.70
74.99
71.58
69.61
72.98
66.93
74.52
37.98
45.61
67.70
55.56
70.99

59757
3613
17687
1110
3325
2520
480
11974
11095
4718
3206
1875
1433
6063
7670
10838
753
1738
7729
2418
2109

288.55
204.65
1991.80
396.50
20.05
231.80
138.65
855.30
916.05
98.40
375.90
208.05
119.25
670.05
310.65
541.90
253.65
1016.75
210.80
1191.15
373.20

31
46
0
0
50
26
0
0
0
21
0
0
0
0
0
0
0
0
0
0
0

35.50 314.6
31.27 35.8
13.16 14.0
13.48 49.0
18.74 60.8
65.68 32.7
2.05 19.4
35.89 57.4
45.77 15.0
45.80 137.6
15.63 19.6
8.78 40.4
11.41 11.6
22.21 12.2
8.44 87.2
16.63 45.4
19.86 15.3
32.18
4.5
19.40 51.4
26.42 12.1
16.18 23.6

317/170
263/141
2090/605
465/290
27/17
360/206
172/75
882/454
1012/690
109/47
407/241
245/165
135/70
760/570
415/245
593/344
302/182
1208/790
229/166
1270/685
430/323

32
72202 22.1
4043 19.8
17899 230.6
1878 16.6
3695
2519 46.6
502 28.7
11520 25.9
10143 54.6
7412 54.8
4573 295.3
2467 38.9
1356 23.4
6210 51.5
7712
11009 41.7
907 13.9
1499
7413
2244 29.9
2086 46.6

4735.7
117.6
-718.0
12.6
-559.0
204.3
-576.2

12
-93
4
74
-142
59
-122

67.13 0 31.46 222.8 122640


42.22 0 31.71 298.0 25946
56.25 0 21.74 136.5
1188
48.84 0 9.77 32.9
1097
59.09 37 25.51 1635.2 10976
74.99 5 19.46 53.6 17683
74.89 35 0.62 382.4
1292

306.80
72.05
18.85
105.20
44.10
620.45
6.61

16
385/282 164988 15.1
149/71 62992 21.3
25/15 18008
141/90 1013 99.1
92/42 38307
687/326 18282 104.0
9/5 10658
-

6
88.9
870
5.1
-20 727.7
114
33.1
-14 1335.2
-30
22.4
11
9.5
-23 494.4
-16 9207.5

21
1061
41
124
244
2343
28
-33
-8

46.95 25 5.43 157.5


1395
238.95
41.30 11 2.10 10.3
578
978.85
59.85 57 26.16 248.6 44426
236.85
70.08 0 1.45 10.8
981
242.55
56.10 0 32.89 165.3 53821
424.30
0.00 0 2.99 80.2
806
61.80
64.03 0 0.09 12.9
527
181.80
67.64 0 17.04 120.7 24262
403.60
68.93 0 17.30 576.7 230699 269.65CB

16
286/143 1997 3.6
1146/379 572 45.9
247/107 43188 94.2
288/117 1229 16.6
450/276 57809 16.8
68/26 754 28.8
217/103 614 16.4
421/301 24048 11.8
297/188 220742 15.3

23
-21
2
9
-17
20
-22
-4
-93
9
-6

36.4
-1.6
-3.2
26.4
40.5
0.3
2.6
16.1
-0.4
17.4
46.5

-54
-141
-320
-15
-62
256
14
2051
-102
35
16

57.02 0 17.34
54.22 0 0.22
32.88 100 18.04
68.76 0 6.90
74.54 0 4.03
40.40 19 50.86
66.95 2 8.27
50.02 0 8.25
74.94 0 6.25
57.91 20 32.92
44.01 0 11.91

17
10
13
18

105.8
936.5
275.6
265.8

23
17
73
39

11
7
-7
-17
-1
6
-3

32.4
23.0
0.9
14.8
45.8
40.2
16.5
13.0
6.4
17.7
45.9

3762
440
483
1957
1772
3650
859
1043
469
1881
2039

239.45
46.95
194.00
269.20
404.65
136.55
54.70
326.05
18.75
89.50
282.35

251/133
108/34
245/163
327/177
590/366
200/119
74/45
379/196
29/13
108/42
334/132

23
3933 51.2
711
1012
2346 44.0
2406 12.6
3649
943 53.2
1164 24.6
656
2309 18.1
2631 9.9

50
72.96 0 10.39 44.5
7584 1625.30 1740/1204 7529 34.2
52.79 13 26.28 159.9 100011 1042.65 1230/785 99887 57.0
74.99 0 14.49 60.2 25187 259.40XB
277/153 25190 53.4
74.22 0 15.69 31.6 19870
368.70
403/235 19421 20.6
DSIJ.in

DSIJ.in

2003
-20.2 -10.4
300.9 85.1 17.00
33.9 79.7 1.20
107.3 21.5 6.50
59.6 54.1 12.50
25.2 18.3 4.50
39.3 19.0 2.00
40.1
1.6 0.30
101.3 58.7 30.00
313.4 22.8 3.10
126.0
6.5 2.50
170.4 18.9 3.00
705.7 13.9 5.00

1.0
0.0
0.8
0.0
0.0
0.4
0.4
0.6
0.0
0.1
0.0
0.0
0.3

17.1
23.1
22.3
15.7
12.1
9.6
6.6
24.5
27.1
14.6
23.3
17.5

1609
89.7 11.2 1609H 159.9
1609 1160.0 159.1 1609H 2015.5
1606 166.9 14.5 1606Q 166.9
1606 198.8 19.3 1606Q 198.8
1609 277.4 25.2 1609H 549.2
1606 123.3 12.3 1606Q 123.3
1606 304.9 18.1 1606Q 304.9
1609 298.9 12.5 1609H 593.8
1609
96.5
0.9 1609H 336.8
1609 571.9 101.4 1609H 1255.3
1609 551.3 73.2 1609H 829.3
1609 179.1 21.6 1609H 421.3
1609 1949.0 67.3 1609H 3737.7

36
-22
45
10
3
-1
7
18
12
25
17
15
19

14.9
290.3
14.5
19.3
62.0
12.3
18.1
19.8
57.5
228.2
199.8
54.5
369.2

642
13
76
4
24
4
-8
14
58
57
189
-9
-19

63.47
68.57
74.79
74.98
24.71
52.38
68.74
50.14
72.14
51.71
50.09
74.99
27.74

1.69
20.02
0.00
8.47
9.57
8.12
17.67
2.99
7.58
35.38
18.64
20.15
53.13

10.4
21.8
4.4
10.8
10.8
13.0
11.4
60.2
22.2
23.2
40.0
17.7
59.0

1186
14346
776
3347
2041
595
1014
1085
4026
11544
4068
3667
34083

1907
18.5
233.6
444.5
62.8
48.2
77.7
914.0
34.3
17.4
56.0

0.8
18.8 10.00
7.9 1.50
35.7 4.00
2.8 0.50
4.8 1.20
12.2 2.50
23.5 5.00
0.6 0.05
7.7 1.50

1.3
0.1
0.2
0.3
0.0
0.0
0.3
0.0
1.8
0.0

3.1
24.4
11.2
12.1
17.1
16.6
14.3
5.8
16.6
13.5

1606 317.0
1.1 1606Q 317.0
1606 672.9 98.0 1606Q 672.9
1606 258.1 121.3 1606Q 258.1
1606 380.3 15.0 1606Q 380.3
1606 155.4 10.8 1606Q 155.4
1609 181.3 46.0 1609H 374.1
1606 5337.3 377.9 1606Q 5337.3
1606 382.9 20.2 1606Q 382.9
1606 244.1
4.2 1606Q 244.1
1609 681.4 28.6 1609H 1497.1

-6
6
-0
21
-8
2
-36
-2
21
120

1.1
98.0
121.3
15.0
10.8
69.2
377.9
20.2
4.2
74.2

-88
40
8
-17
-27
98
55
71
-27
17

48.83 0 9.14
52.47 0 12.34
37.67 0 36.13
74.99 0 5.48
44.81 0 1.66
37.61 42 2.30
49.99 0 37.65
71.58 0 15.35
73.58 0 0.00
60.84 0 0.80

50.6
122.8
127.1
13.7
130.3
113.5
272.4
8.7
3.2
49.4

711
5494
8537
1075
698
1161
27019
1049
1098
2054

19634
66.3 27.4 6.75
259.6 122.2 35.00
414.5 47.1 8.00
24.7
0.9
698.1 37.0
638.4 53.4 12.70
22.4 15.3 3.85
25.8 10.3 2.50
5.3
2.1
1619.7 27.7 2.50
808.8 40.4 5.00
65.6
6.4 0.50
1977.3 19.3 3.20
45.3
8.0 1.20
1398.0 17.4 2.00
-6.4 -1.2 2.00
87.2
5.4 2.00
1107.7 41.7 10.00
1354.5 81.7 20.00
156.8
8.8 2.25
375.2 44.3 50.00
1468.4 52.0 2.00
121.0
5.6 0.65
19.2 22.6 4.10
41.3
5.0 1.00
83.3
9.0 1.60
91.5
7.2
176.4 20.8 5.00
79.1
5.0 3.00
21.7 10.9 1.00
2885.1 63.9 7.50
71.5
1.7 0.12
53.6 32.3 7.50
15.8
0.4
174.5 10.0 1.25
59.3
2.6 0.10
26.4 29.7 2.00

1.2
0.0
0.1
0.0
0.0
0.1
0.0
0.0
0.0
0.4
0.1
0.1
0.2
0.0
0.1
0.0
0.6
0.0
0.3
0.0
0.0
0.1
0.5
0.3
1.0
0.2
0.3
0.2
0.8
0.4
0.0
0.1
0.0
0.8
0.1
0.9
0.9

18.9
23.4
36.9
8.5
45.6
17.9
18.6
21.6
3.4
23.8
24.6
15.2
32.2
35.4
11.3
10.4
25.5
11.7
15.0
21.9
20.1
19.0
19.2
7.3
14.3
4.0
15.4
4.0
16.1
24.9
17.4
9.1
7.5
13.1
5.9
14.3

1606
1606
1609
1606
1609
1606
1606
1606
1606
1606
1609
1609
1609
1606
1606
1606
1609
1606
1609
1606
1609
1609
1609
1609
1606
1609
1606
1606
1609
1606
1606
1606
1606
1606
1606
1606
1609

2
17.3
16
74.0
23 220.9
-16
1.4
2 233.6
13 251.5
19
2.1
-43
3.9
6
10.6
8 391.0
15 211.4
-6
33.9
-38 274.1
18
14.4
-22 278.8
-80
4.0
-10
46.2
25 301.8
-12 722.3
1
49.0
13 171.1
36 1074.6
4
69.1
23
12.0
16
11.0
13
41.9
11
47.6
9
49.9
-11
45.1
31
10.2
37 1079.7
-60
0.6
7
30.1
14
4.0
59
50.9
-13
12.3
20
20.1

2
10
26
-46
-29
51
24
-51
289
-4
20
-14
-77
14
-60
-38
-4
23
-39
12
-10
53
21
34
499
-2
127
45
-23
67
56
-97
14
60
49
-29
49

62.64 0 4.61 16.4


74.98 0 8.65 22.0
73.77 6 12.47 30.4
64.97 0 9.04 53.3
74.35 0 13.78 51.7
66.88 0 7.04 68.4
50.17 0 2.91 19.0
71.14 0 0.30 11.0
75.00 0 11.85 15.7
53.78 3 34.38 134.3
60.68 0 21.01 100.2
60.16 0 5.38 17.7
74.79 0 17.12 89.8
69.08 0 4.91 17.9
36.74 0 34.59 225.9
52.56 15 26.77 20.5
61.40 1 23.00 43.9
52.06 0 34.44 43.3
26.67 3 43.63 116.5
68.88 0 13.67 24.2
74.99 0 11.98 99.0
46.48 0 41.59 83.6
51.04 31 9.08 74.4
54.07 0 1.99
5.9
68.76 0 12.47
8.8
59.15 0 21.55 14.2
46.01 0 37.91 62.0
55.76 0 12.24 31.5
54.02 6 26.25 32.7
35.78 0 1.30 14.8
46.73 0 41.71 197.7
48.24 0 15.53 100.2
51.80 0 12.12 33.9
34.54 0 18.91 133.8
51.28 0 25.88 44.0
55.79 56 4.41 35.2
51.68 4 9.03
8.4

39105
27 1272
77 2453
70 992
295 1597
16 579
29 715
85 27133
404 1502
4 794
43 2068
127240
145 1075
521 2628
128 1552
11 126
81 2992
297 3925
82 184
48 326
62 564
116 9166
164 2324
42 326
60 7035
16 231
153 12034
154 547
52 510
164 3721
700 10208
59 997
203 2757
258 6113
29 1328
118 101
56 926
63 1000
183 2816
135 1148
124 2656
67 311
257 11280
10 358
356 940
5 452
77 1021
45 1676
206 510

269.1
738.1
477.7
29.8
836.7
1159.7
34.7
49.1
139.5
2389.8
625.9
97.0
1118.3
79.6
2741.2
29.0
120.5
1008.1
2627.5
264.5
799.1
2171.4
341.5
29.6
221.2
281.0
842.2
309.2
606.4
79.5
3551.7
41.8
257.7
118.4
309.5
354.4
149.6

17.3
74.0
121.0
1.4
113.8
251.5
2.1
3.9
10.6
391.0
70.0
20.1
109.0
14.4
278.8
4.0
37.8
301.8
313.2
49.0
98.8
555.8
33.5
6.0
11.0
22.1
47.6
49.9
24.1
10.2
1079.7
0.6
17.9
4.0
50.9
12.3
10.4

1606Q
1606Q
1609H
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1609H
1606Q
1606Q
1606Q
1609H
1606Q
1609H
1606Q
1609H
1609H
1609H
1609H
1606Q
1609H
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606H
1606Q
1606Q
1606Q
1609H

269.1
738.1
895.6
29.8
1534.1
1159.7
34.7
49.1
139.5
2389.8
1331.3
162.9
2412.3
79.6
2741.2
29.0
213.1
1008.1
4791.2
264.5
1504.5
3838.6
685.0
59.8
221.2
538.2
842.2
309.2
1225.0
79.5
3551.7
41.8
475.9
118.4
309.5
354.4
299.4

0
0
0
0
0
0
0
0
0
0
0
0
5

Trailing P/E Ratio

19425
246
3743
456
829
877
448
988
981
542
2097
1306
932
5983

22/12
152/37
349/216
102/40
333/54
781/196
392/186
143/53

Entprise Value
(` Cr)

60
497
345
96
345
151
198
24
239
84
45
81
80

16.74
144.60
292.60
88.95
328.95
700.00
359.05
130.60

52-Week
High/Low

1097
875
1164
1321
3902
883
2485
863

(04/11/16)

78.3
2.2
12.8
21.5
19.7
11.7
29.3
16.6

CMP (`)

Market Cap
(` Cr)

-32.3 -6968 49.42 100 24.28


21.6
438 74.97 0 0.00
-5.7 -461 74.99 0 3.37
70.6
93 57.73 0 10.16
38.6 3331 66.58 0 0.36
24.1
347 43.02 0 9.48
69.5
35 35.31 0 35.90
14.9
162 55.58 1 12.73

Pledged (%)

-19
112
2
15
19
5
17
4

Prom. Stake (%)

1606Q 110.5
1609H 557.6
1609H 570.0
1609H 1358.6
1606Q
84.0
1606Q 248.7
1606Q 756.4
1606Q 409.2

NP Growth (%)

-32.3
13.6
-21.1
44.0
38.6
24.1
69.5
14.9

NP (` Cr)

110.5
304.7
257.2
720.7
84.0
248.7
756.4
409.2

Sales
(` Cr)

1606
1609
1609
1609
1606
1606
1606
1606

Year / Months

1.1
7.2
8.2
8.8
39.2
8.4
17.6
1.5

RONW (%)

1.0
2.7
1.0
1.7
0.7
0.6
1.7
1.1

DERatio

0.60
0.50
2.00
5.00
7.50
1.00

0.3
4.6
9.3
5.4
1.8
28.2
36.7
1.3

Div (`)

482
17.8
27.9
36.9
79.6
21.7
35.6
253.9
8.9

EPS (`)

10229
588
539
1160
2455
339
1031
2418
1700

NP (` Cr)

25
64
113
60
5
334
209
91

Sales (` Cr)

No. of Shareholder
(in 000)

Sales Growth (%)

MARKET RELATED DATA

NP
(` Cr)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

Sales
(` Cr)

LATEST QTR.
Latest Qtr. Year

69 PAPER
IND. COMPOSITE
450
Ballarpur Ind.
2 1603 131.1
*Emami Paper Mill
2 1603
12.1
*International Paper
10 1603
39.8
*JK Paper Ltd.
10 1603 148.5
Kushal Tradelink Ltd
2 1603
23.7
Seshasayee Paper
10 1603
12.6
T Nadu Newsprint
10 1603
69.2
West Coast Paper
2 1603
13.2
70 PESTICIDES/AGRO CH EMICALS
IND. COMPOSITE
370
Astec Lifesciences L
10 1603 19.5*
BayerCropscience
10 1603
35.4
Bharat Rasayan
10 1603
4.2
Dhanuka Agritech Ltd
2 1603
10.0
Excel Crop Care Ltd.
5 1603
5.5*
Excel Industries
5 1603
6.9*
*Insecticides (India)
10 1603
20.7
*Meghmani Organics Lt 1 1603
25.4
Monsanto India
10 1603
17.3
*PI Industries
1 1603 13.8*
Rallis India
1 1603
19.4
*Sharda Cropchem
10 1603
90.2
*UPL
2 1603 101.4*
71 PETROCHEM
IND. COMPOSITE
1888
DCW Ltd.
2 1603
43.9
Finolex Industri
10 1603 124.1
GujaratStatePetronet
10 1603 563.5*
INEOS Styrolution
10 1603
17.6
Manali Petrochem
5 1603
86.0
NOCIL Ltd.
10 1603 161.9*
PetronetLNG
10 1603 750.0
*Savita Oil Tech
10 1603
14.6
*Signet Industries
1 1603
29.4
*Supreme Petroche
10 1603
96.5
72 PHARMACEUTICALS
IND. COMPOSITE
2182
Aarti Drugs Ltd
10 1603
24.2
Abbott India Ltd.
10 1603
21.2
*Ajanta Pharma Lt
2 1603
17.6
*Alembic Ltd.
2 1603
53.4
*Alembic Pharmaceutic 2 1603
37.7
Alkem Laboratories
2 1603
23.9
Amrutanjan Health Ca
2 1603
2.9
Anuh Pharma Ltd
5 1603
12.5
*AstraZeneca Pharma I 2 1603
5.0
Aurobindo Pharma
1 1603
58.5
*Biocon
5 1603 100.0
Bliss GVS Pharma
1 1603
10.3
Cadila Healthcar
1 1603 102.4
Caplin Point Lab
2 1603
15.1
Cipla
2 1603 160.8*
Claris Lifesciences
10 1603
54.6
*Dishman Pharmaceutic 2 1603 32.3*
Divis Lab
2 1603
53.1
Dr. Reddys Labs
5 1603 82.9*
FDC Ltd.
1 1603
17.8
*GlaxoSmithKline Phar 10 1603
84.7
*Glenmark Pharma
1 1603
28.2
*Granules India L
1 1603
21.7
Hester Biosciences L
10 1603
8.5
*Hikal Ltd.
2 1603
16.4
*Indoco Remedies
2 1603
18.4
Ipca Laboratorie
2 1603
25.2
J B Chemicals & Phar
2 1603
17.0
*Jubilant Life Scienc
1 1603
15.9
Lincoln Pharmace
10 1603 20.0*
Lupin Ltd.
2 1603 90.2*
Marksans Pharma
1 1603
40.9
Merck Ltd.
10 1512
16.6
Morepen Labs.Lt
2 1603
90.0
Natco Pharma
2 1603
34.8
Nectar Lifesciences
1 1603
22.4
*Neuland Laborat
10 1603
8.9*

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

22
2665
1770 19.2
1601 39.3
2872 11.6
3931 66.0
1127 16.3
4928 9.1
1490 18.1

39
608.10
674/171 1297
4057.90 4627/3115 13583 42.9
1826.00 2131/800 883 19.3
669.15
777/411 3353 31.0
1854.30 2009/790 2050 28.6
433.70
496/140 669 23.2
490.50
541/297 1184 26.9
42.65
52/18 1437 25.5
2332.25 2745/1520 4020 32.9
839.00
922/495 11625 29.1
209.20
246/142 4085 15.8
406.50
462/203 3616 22.2
672.35
730/342 35388 58.0

32.35
442.75
151.50
611.10
40.60
71.70
360.25
718.35
37.30
212.85

40/19
498/260
173/121
790/475
48/21
82/38
411/196
775/440
75/16
255/96

25
1444
5596 21.0
8781 18.8
1219 18.0
694 15.8
1170 10.4
26897 25.8
1052 24.6
1244
1983 13.3

27
1489
614.65
684/431 1917 22.4
9977 4695.20 6050/4360 9138 37.6
16494 1874.25 2150/1103 16521 35.9
1013
37.95
52/32 1011
12364
655.85
727/514 12079 20.5
18812 1573.40 1853/1175 18642 25.9
839
574.15
662/377 791 36.8
546
218.00
344/159 535 25.2
2434
973.65 1348/916 2357 185.7
42527
726.75
895/582 45106 26.5
17545
877.25 1020/431 16919 43.4
1548
150.05
201/79 1553 25.8
39967
390.40
437/296 40838 37.0
2764
365.85
425/167 2700 46.3
43790
544.50
675/458 44868 44.1
1453
266.35
311/126 1420
3660 226.75XB
268/128 4193 42.8
33253 1252.60 1380/918 33237 28.5
50993 3077.20 4326/2750 52809 55.4
3804
213.90
249/166 3791 23.5
23503 2774.80 3850/2731 22172 65.9
24515
868.80
996/672 25216 13.3
2427
111.75
164/101 2648 18.3
629
739.45
825/337 658 28.3
1773
215.65
241/112 2222 35.2
2542
275.85
360/244 2654 30.9
7357
583.00
807/402 7790 61.2
3001
353.75
404/228 3164 15.6
9906
621.90
705/273 11421 150.4
426
212.85
305/128 479 16.5
64117 1420.90 1912/1294 64475 19.7
1905
46.55
114/33 1943 39.5
1316
792.65
872/623 1127 23.0
981
21.80
42/19 1020
9816
563.60
704/390 9872 50.0
806
35.95
61/32 1642 14.9
874
984.25 1080/494 1034 26.5

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

39

Updated Information

40

1606Q
1609H
1606Q
1606Q
1609H
1606Q

65.2
273.3
125.0
174.1
396.7
820.1

-3
-19
22
3
8
2

-3.7
33.8
14.4
-17.3
59.4
73.3

-328
-18
1242
40
51
12

65.90 4 5.67 17.9


44.72 0 24.94 15.8
74.00 0 0.01 14.6
49.89 22 36.24 62.3
57.48 29 6.30 64.4
34.40 5 33.25 178.8

9.4 4.50
6.1 0.40
55.5 10.00
10.7
17.8 3.50
8.7 3.25
69.6 7.00
29.0 7.00
0.7 0.10
18.8 1.20
18.6 4.00
22.4 7.50
4.5 2.00
37.6 12.00

0.0
0.2
0.7
0.1
0.1
0.2
0.1
0.4
0.5
0.6
0.6
0.2
0.0
0.0

40.2
9.8
21.7
9.0
24.1
18.7
17.8
20.4
3.1
8.6
17.3
17.4
18.9
20.3

1606
1606
1609
1609
1606
1609
1606
1606
1606
1609
1606
1609
1606
1606

7.2
317.1
393.9
112.1
130.4
75.9
495.8
143.1
478.7
78.4
59.2
882.7
375.2
99.5

3.8
16.3
27.1
4.2
23.5
6.6
31.7
8.4
7.1
1.1
3.2
57.5
29.0
13.5

1606Q
7.2
1606Q 317.1
1609H 770.0
1609H 200.1
1606Q 130.4
1609H 159.1
1606Q 495.8
1606Q 143.1
1606Q 478.7
1609H 165.7
1606Q
59.2
1609H 2071.8
1606Q 375.2
1606Q
99.5

40
8
3
34
1
16
8
12
10
23
9
62
6
15

3.8
16.3
54.3
6.7
23.5
14.5
31.7
8.4
7.1
3.2
3.2
159.1
29.0
13.5

104
-5
25
302
21
33
25
-20
84
-31
-4
13
15
43

70.95
59.34
43.51
74.99
61.12
34.82
64.13
62.06
60.41
61.98
53.28
49.71
52.50
74.95

0
5
0
0
0
0
0
0
0
0
0
0
0
0

0.0
-0.5
53.3 10.00
0.3 0.50
12.5 2.70
-0.8
0.3
-1.0
5.9 2.00
-1.3
2.2 1.50
7.2 3.00
12.4 3.35
-2.3
7.9 2.50
0.4
75.5 8.50
1.4 1.00
3.4 1.10
2.9 1.30
17.0 4.50

2.7
0.9
0.6
0.1
0.2
0.1
0.5
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

0.1
8.2
0.9
9.5
3.2
11.8
8.5
7.8
11.5
8.4
2.1
9.1
2.5
12.7
4.8
10.9

1609 2833.7
1606
6.3
1606 1912.0
1606
17.1
1606 354.0
1606
6.8
1603 118.0
1606 753.8
1609 815.4
1606
4.4
1606 2196.8
1606 1880.4
1609 19397.9
1606
6.1
1606 3644.3
1606 640.9
1606 2517.2
1606
30.4
1606 740.8
1606 1873.8
1609 2675.7

-135.5
2.8
174.0
-3.1
55.0
-51.0
23.1
-196.2
-8.3
-20.1
857.8
230.8
2496.0
-16.8
56.5
5.0
397.2
18.3
480.0
146.9
138.7

-5 -140.8
3
2.8
12 174.0
726
-3.1
6
55.0
3 -51.0
0
-38 -196.2
-23 216.8
-31 -20.1
10 857.8
2 230.8
10 4834.6
-68 -16.8
11
56.5
125
5.0
3 397.2
35
18.3
-5 480.0
-14 146.9
-15 169.3

56
86
1
-43
1
-615
-393
-45
-317
7
-37
-4
-15
18
103
8
-91
-1
-56
-62

64.02
65.63
49.91
52.89
58.20
54.25
68.31
63.60
74.99
68.12
74.59
90.00
69.74
71.51
16.21
57.48
48.35
74.98
89.96
33.02
53.56

47
0
0
0
0
0
0
83
44
96
0
0
0
50
0
93
57
58
0
5
0

-0.5
-11.7
3.0 1.80
13.0 1.50
6.1 1.00
11.5 2.31
-6.4
43.5 12.50

2.3
0.0
0.4
0.2
1.4
2.4
0.4
0.0

5.8
8.8
12.7
14.1
9.4

1609 191.8 -14.9 1609H 222.8


1606 385.5 -63.0 1606Q 385.5
1606 855.9 -197.4 1606Q 855.9
1606 1187.4 64.5 1606Q 1187.4
1606 1529.1 29.7 1606Q 1529.1
1606 6119.9 1801.8 1606Q 6119.9
1606 159.2
0.8 1606Q 159.2
1606 115.1
9.1 1606Q 115.1

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H

5706.4
6.3
1912.0
17.1
354.0
6.8
753.8
2114.2
4.4
2196.8
1880.4
38460.8
6.1
3644.3
640.9
2517.2
30.4
740.8
1873.8
5259.4

1.09
23.59
3.99
0.06
14.98
17.87
6.98
1.86
8.37
20.08
8.07
28.63
19.94
3.34

5.2
14.6
22.2
6.1
16.3
12.0
14.5
9.7
1.7
3.0
2.8
32.2
42.4
6.3

670.40
910/600 773 9.2
116.75
171/84 1703 39.7
1781.20 2648/1611 7126 26.0
1611.35 2095/835 40168 22.1
450.10
535/184 766 27.5
4275.65 4770/3850 9276 27.5
119.15
260/108 2938
570.55
636/355 4463 38.9
99.70
138/72 1015 19.4
1061.75 1412/848 10819 56.9
652.75
898/649 162594 174.70
278/144 2050 20.7
625.45
709/251 639 34.1
1295.55 1768/1190 23639 25.9
965.00 1118/838 695 31.8
271.30
320/189 2463 26.0
99.95
121/68 1288 99.4
800.50 1748/706 9730 133.0

565.90
248.45
211.10
159.60
120.00
126.40

673/311
286/154
241/136
220/130
150/82
158/100

19
4244
3416 44.4
445
2344 85.4
2307 18.3
7791 14.0

491
418.30
5040
420.90
740
379.50
1117 1104.30
1918
414.45
615
221.85
2451 1642.80
685
527.50
2002
75.00
447 1077.00
516
620.00
11437
900.35
1870
132.35
1892 1576.10XB

861/382
526/334
431/213
1270/320
480/384
235/104
1840/884
579/320
119/70
1225/772
704/431
1023/612
157/85
1591/776

36
486 37.9
5114 70.4
1049 6.2
1126 70.4
1924 22.1
639 22.2
2524 22.2
765 19.3
2258
500 69.9
553 33.6
11637 34.0
1878 27.8
1867 38.4

3948
3305
456
1747
2241
7977

27.33 363.0
8824
1.16 43.6
1911
42.14 36.5
7767
0.78
6.6
981
18.57 57.2
1401
8.16 282.9
1045
0.12
2.2
3564
8.68 322.9
1240
20.51 110.5 10283
17.60 19.1
1049
14.15 847.3 29061
4.74 88.8 13220
28.07 645.7 126802
7.75 29.3
724
60.80 142.5
2176
17.80 135.8
2368
36.73 1098.2 13022
11.10 3561.2 12371
7.23 83.5 12927
50.57 305.6 20190
21.58 124.7
8452

237 -41.0
3 74.99 32 19.39 59.5
-10 -63.0 -883 68.57 0 16.96 41.0
5 -197.4 -1108 75.01 0 15.84 45.2
2
64.5
33 59.45 40 29.88 19.8
10
29.7
244 50.86 0 31.87 75.2
30 1801.8
33 57.89 0 35.20 674.4
156
0.8
106 74.89 22 5.53 29.4
32
9.1
41 47.48 0 36.86 13.8

Trailing P/E Ratio

-3.7
9.2
14.4
-17.3
32.4
73.3

Entprise Value
(` Cr)

65.2
100.0
125.0
174.1
190.4
820.1

52-Week
High/Low

1606
1609
1606
1606
1609
1606

(04/11/16)

18.3
0.8
13.5
19.5

1.40 44.2
1887
0.13 10.6
715
13.08 86.7
8149
30.86 90.4 27806
0.39 14.9
744
29.13 18.4
9847
20.02
6.3
2904
15.34 13.4
4399
0.04 15.1
844
47.90 71.6
9489
33.34 501.5 157101
7.30 63.4
2224
0.01
4.4
565
18.15 46.4 21924
10.60 12.3
749
17.17 23.6
2465
2.74 11.4
810
8.72 107.0
8849

CMP (`)

1.4
0.3
0.0
0.5
0.1
0.0

0
35
0
0
0
0
28
0
4
10
3
0
0
0
0
0
87
0

MARKET RELATED DATA


Market Cap
(` Cr)

1.00
2.50
4.00
2.00
1.30
2.25

Pledged (%)

-4.8
6.2
-4.8
1.3
5.5
8.9

NP (` Cr)

73.40
74.59
63.92
51.46
66.78
60.39
57.23
56.89
63.87
31.13
54.97
60.00
67.05
71.24
65.42
50.08
37.23
74.16

Sales
(` Cr)

42
47
79
38
328
29
-150
13
27
1
62
61
37
-68
19
-11
1
152

Year / Months

-24
19.1
-1 -19.7
8 206.4
46 705.2
22
20.1
11 165.9
-20
-1.9
7
24.1
18
9.2
115
57.9
-13 -151.5
32
32.6
10
5.5
-31 506.0
10
5.6
16
46.3
-9
2.2
20
16.3

NP
(` Cr)

1606 171.3 19.1 1606Q 171.3


1606 123.7 -19.7 1606Q 123.7
1609 557.7 126.3 1609H 1078.5
1609 1212.6 447.6 1609H 2253.9
1609
78.6 10.3 1609H 166.0
1606 608.0 85.3 1606H 1152.4
1606
86.6
-1.9 1606Q
86.6
1606 154.5 24.1 1606Q 154.5
1606 145.9
9.2 1606Q 145.9
1609 516.6 30.7 1609H 1030.6
1606 1778.3 -151.5 1606Q 1778.3
1606 133.2 32.6 1606Q 133.2
1606
56.8
5.5 1606Q
56.8
1609 1058.0 169.0 1609H 2382.0
1606 153.2
5.6 1606Q 153.2
1609 368.0 20.5 1609H 710.0
1606
72.4
2.2 1606Q
72.4
1606 613.4 16.3 1606Q 613.4

Sales
(` Cr)

17.1
0.2
10.5
8.7
8.7
19.8
0.7
16.4
14.1
5.1
15.2
23.2
47.8
16.6
9.8
2.2
3.0

Latest Qtr. Year

0.0
1.9
0.0
1.0
0.2
0.0
0.0
0.1
0.6
0.5
0.3
0.1
1.3
0.5
0.2
0.0
1.3
1.8

RONW (%)

10.00
15.00
17.50
1.60
65.00
0.60
0.20
4.00
1.00
2.00
35.00
5.00
2.00
-

DERatio

70.6
0.1
48.7
61.5
7.0
139.6
0.3
14.3
4.9
18.0
-4.5
7.5
16.7
104.2
29.2
11.1
1.0
3.0

Div (`)

Prom. Stake (%)

Inst. Stake (%)

SHAREHOLDINGS

YEAR TO DATE
Sales Growth (%)

LATEST QTR.

NP Growth (%)

Novartis
5 1603
14.1 412 808 198.6
*Panacea Biotec L
1 1603
6.1 86 647
0.9
*Pfizer Ltd.
10 1603
45.7 463 2017 222.8
*Piramal Enterprises
2 1603
34.5 706 3517 1061.2
*RPG Life Sciences
8 1603 13.2* 81 279
11.6
Sanofi India
10 1512
23.0 706 2193 321.5
Sequent Scientific
2 1603 48.7* 39 397
7.1
Shilpa Medicare L
1 1603
7.7 87 676 110.3
SMS Pharmaceuticals
1 1603
8.5 35 603 41.6
Strides Shasun L
10 1603 89.4* 351 2203 161.1
Sun Pharma.
1 1603 240.7 89 7614 -1073.4
Suven Life Sciences
1 1603
12.7 49 500 95.0
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
Wockhardt Ltd.
5 1603 55.3* 99 2225 32.8
73 PLANTATIONS - TEA AND COFFEE
IND. COMPOSITE
199
6972
717
Bombay Burmah
2 1603
14.0 30 242 -33.1
CCL Products India
2 1603
26.6 34 677 81.9
Goodricke Group
10 1603
21.6 88 744 -12.9
McLeod Russel
5 1603
54.7 120 1507 14.6
Tata Coffee Ltd.
1 1603
18.7 41 718 102.5
Tata Global Beverage
1 1603
63.1 46 3084 563.7
74 PLASTICS - OTHERS
IND. COMPOSITE
217
13175
814
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
Kingfa Science & Tec
10 1603
10.1 118 314 10.8
Mayur Uniquoters
5 1603
23.1 74 511 82.5
*Mold-Tek Packaging
5 1603 13.9* 47 276 24.1
Nilkamal Ltd.
10 1603
14.9 392 1870 103.9
Plastiblends Ind
5 1603
6.5 142 518 37.7
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 1603
25.4 96 2975 213.1
VIP Indus.
2 1603
28.3 24 1216 63.4
Wim Plast Ltd
10 1603 12.0* 186 359 45.1
75 POWER - GENERATION/DIS TRIBUTION
IND. COMPOSITE
42041
163965 20873
*Adani Power Ltd.
10 1603 3474.2* 26 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 U1603
97.4 10 586 31.9
Jaiprakash Power Ven 10 1603 2938.0 26 3884 -294.5
JSW Energy Ltd.
10 1603 1640.1 50 5959 965.9
KSK Energy Ventures
10 1603 424.0 71
22 -55.6
NHPC
10 1603 11070.7 26 7434 2440.1
NLC India L
10 1603 1677.7 92 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 1603 2952.9 19 2775 116.7
Reliance Infrastruct
10 1603 263.0 809 9961 1985.8
Reliance Power L
10 1603 2805.1 58
85 402.7
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
76 POWER - TRANSMISSI ON/EQUIPMENT
IND. COMPOSITE
6555
38191 6365
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
Kalpataru Power
2 1603
30.7 147 4365 199.5
KEC International Lt
2 1603
51.4 48 6464 158.0
Power Grid Corpo
10 1603 5231.6 82 20802 6026.7
Transformers & Recti
10 1603
13.3 241 576
-8.5
Voltamp Transformers 10 1603
10.1 464 563 44.0

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

No. of Shareholder
(in 000)

Databank

5032
3394
8263
3728
3179
90742
427
819

25.40
507.35
585.90
206.55
92.60
6.62
36.60
4.22
62.70
24.75
26.25
78.80
153.40
9.78
73.50
8.02
495.15
44.10
31.25
74.65
175.85

13
36/22 32508
724/390 1979
683/405 11355 10.7
249/34 984
103/73 1587 7.4
10/4 1188
41/10 4057
8/4 13065
95/59 14389 11.7
55/25 1729
28/17 41569 11.5
87/60 13234 12.4
170/117 208778 12.6
18/9 991
88/56 2014 9.0
13/7 9588 7.7
635/373 27210 6.3
61/40 17048 29.9
35/26 11507 9.2
84/55 32164 29.9
253/159 15815 14.4

45.75
504.85
322.70
242.90
123.65
173.45
322.05
809.90

16
47/26 10147
702/499 2882
525/311 8705
287/160 4180 17.3
165/97 4818 17.8
188/127 190528 14.0
388/170 534
962/652 818 17.6
DSIJ.in

DSIJ.in

1606 1415.1 -20.8 1606Q 1415.1


1606 921.2 315.5 1606Q 921.2
1606 803.8
3.5 1606Q 803.8
1606 3979.7 70.5 1606Q 3979.7
1609 155.3 29.5 1609H 263.6
1609 954.4 10.7 1609H 1726.6
1609 448.5 21.1 1609H 849.5
1606 227.1
9.2 1606Q 227.1

11.9
12.2
1.0

4.50
2.40
0.05

0.1
0.0
1.4

21.8 1609
20.3 1609
38.5 1606

47.3
40.5
101.0

1.2
40.0 28.00
31.1 23.00
61.5 25.00
0.8
20.1
8.2 6.50
7.3 2.00
6.7
-

0.1
0.0
0.0
0.0
0.0
0.0
0.0
0.2
0.8

8.4
28.8
32.9
15.1
0.6
21.1
3.0
20.1
23.4

5.1
81.0
276.1
52.5
10.9
180.3
65.2
67.9
831.3

4.9
-7.2

1.90
-

0.0
4.3

12.3 1609
- 1606

172.2 59.4 1609H


70.3 -134.5 1606Q

339.4
70.3

2 119.2
-34 -134.5

-5.5
40.5 13.50
8.1
22.2 1.30

0.6
0.5
0.7
0.6

11.7
5.5
21.5

1606
1606
1606
1606

175.4 -50.5 1606Q


409.4 103.6 1606Q
840.5 55.9 1606Q
85.1
4.9 1606Q

175.4
409.4
840.5
85.1

-10
-14
-20
12

-50.5
103.6
55.9
4.9

-128
-16
-66
-72

-1.0
4.1
22.1
7.2
4.8
20.7
-3.8
-3.1
-0.5
1.0

2.7
1.2
1.2
1.9
3.6
7.2
0.6
2.6
2.6
2.7

8.1
2.6
11.4
4.5
44.1
12.4

1606 1332.8 -77.4 1606Q 1332.8


1606 826.8 110.7 1606Q 826.8
1606 373.0 20.2 1606Q 373.0
1609 423.0 48.3 1609H 776.6
1606 491.5 33.9 1606Q 491.5
1609 242.7 37.4 1609H 529.0
1606 581.4 25.3 1606Q 581.4
1606 1629.1
3.2 1606Q 1629.1
1606 600.9 42.8 1606Q 600.9
1606 117.7
1.1 1606Q 117.7

-14
30
1
33
3
49
21
5
19
1

-77.4
110.7
20.2
96.6
33.9
69.3
25.3
3.2
42.8
1.1

-172
252
133
758
139
515
119
101
146
101

- -38.6
- 0.5
- -0.8
- 1.0
- 0.7

11.4
37.1
6.8
34.4

1606
1606
1606
1606
-

232.4
504.0
325.9
372.6
-

51 -135.0
-19
46.2
160
11.2
-47
3.0
-

31
-59
-72
-57
-

4.2 1606 1230.3 1102.6 1606Q 1230.3

-17 1102.6

-2.3
1.0
5.2
2.1
11.9

27.6

Div (`)
0.60
-

5.00

0.4

1606
1609
1609
1609
1606
1609
1609
1606
1609

222
-68
15
869
12
8
16
11

-20.8
315.5
3.5
70.5
42.1
-2.9
44.4
9.2

108.5
89.3
101.0

-19
-34
72

7.3
12.3
9.1

1606Q
5.1
1609H 138.1
1609N 798.3
1609H
99.5
1606Q
10.9
1609H 356.6
1609H 128.2
1606Q
67.9
1609H 1641.7

9
14
8
5
9
8
26

0.4
67.9
177.9
42.1
21.0
68.5
70.5
3.1
46.5

2.7 1609H
6.5 1609H
9.1 1606Q

0.4
43.2
61.8
19.1
21.0
29.6
37.6
3.1
25.2

232.4 -135.0 1606Q


504.0 46.2 1606Q
325.9 11.2 1606Q
372.6
3.0 1606Q
-

54.93
67.28
72.23
51.11
58.27
88.58

0
0
0
0
0
0

72
5072
42
181
19
67
50
-18

59.44
46.69
60.17
48.82
74.21
67.09
32.61
55.45

0
89
67
76
0
13
0
0

-36 57.89
-26 74.75
962 43.50

0
0
0

23
13
42
-14
36
-26
26

0
0
0
0
0
1
0
6
0

29.18
21.38
0.08
29.55
16.47
4.62

111.6 93010 643.15XB


60.0
3769
253.10
10.3
437
85.80
135.4 44201 435.10XB
193.9 148445 305.70XB
432.3 15581
88.90

26.03 162.4
18.14 47.2
19.89 44.8
22.25 44.0
21.48
3.9
16.74
7.7
42.54 35.7
29.72
3.8

32
5684 29.3
444 17.5
838 9.4
591 45.2
4682
3149
1057 15.7

13
695/366 104653 12.1
312/138 7291 11.9
98/43 528 26.0
471/212 58703 10.1
334/173 190418 9.2
97/51 8691 10.7

74
149.80
263/124 12977
16.90
173/16 5273 2.2
139.30
148/67 3547 86.7
150.60
180/130 8129
1830.00 2215/1603 2260 30.2
350.45
422/335 3389 94.7
196.40
257/135 6575 70.4
513.75
683/425 951 36.3

748
476
454

0.00
73.41 47.7
18.07 20.0
36.86 15.1
9.88
3.5
39.25 55.6
59.05 132.1
20.90 13.2
5.60 13.6

1840
4020
15782
4149
5103
2779
6808
531
7042

-11 43.00 0 50.65 46.5


20 29.89 100 14.32 123.6

8066
4104

166.85
55.75

33
197/137 7776 36.3
114/53 11258
-

74.36 100 7.35 89.6


30.23 0 42.35 71.5
63.74 0 22.02 158.3
73.24 0 2.26 15.0

595
5372
3095
549

28.75
356.30
66.45
250.15

9
38/20 3502
420/275 5974 9.7
101/55 6407 11.5
528/133 685 15.1

26.01 100
40.81 0
54.72 83
74.91 0
50.59 6
41.86 0
45.24 0
55.44 48
68.21 1
45.13 0

1802
2569
2157
908
767
485
4559
1365
1468
433

15.90
104.85
1885.80
112.20
115.60
257.70
259.25
14.70
56.90
38.50

49.91 139.6
30.18 83.1
0.19
7.2
3.93 15.6
9.00 40.8
15.43 11.1
17.19 40.5
5.05 201.5
6.68 35.0
0.02 30.1

26.37 55 52.28 180.7


38.96 50 11.69 238.7
94.00 0 0.26 37.2
74.92 39 0.00
3.2
49.63 0 0.00
0.1

1056 58.40

0 25.10 139.6

360.70
181.35
17.86

67
1796.40 1937/974 1840
1365.55 1573/885 4008 30.9
2212.35 2490/1750 15738 65.1
4148.55 4561/3235 3967 56.2
956.30
988/431 4642
393.75
973/378 2745 21.2
1334.85 1420/726 6307 58.9
133.25
200/121 557 18.9
555.55
673/452 7218
-

1060
4.39
1777
14.34
1466
30.55
482
56.15
477 470.00XB

16703

435/182
237/146
23/11

21
760 36.4
472 17.3
541 13.4

21.7
8.0
14.9

0.00
67.10
50.05
45.28
33.15
0.00
42.78
89.53

0.06
0.98
0.33

11521
797
2646
7098
2255
2926
6527
928

Trailing P/E Ratio

0.3
1.8
0.8
22.7
3.2
5.5
12.0

11
-49
70
30
87
78

279/143
64/36
701/450
540/316
120/66
39/19
469/155

Entprise Value
(` Cr)

1.6
1.4
0.6
0.6
0.1
0.6
0.1
0.1

-3 2620.5
8 469.8
42
7.8
-6 2098.4
11 11390.9
-15 720.3

8253
244.95
433
45.00
706
479.95
594
393.30
3517
99.85
1237
37.40
768 404.60CB

52-Week
High/Low

-1.4
0.3 0.24
1.6 0.40
0.3
55.1 60.00
3.0 0.75
2.3 0.90
15.3 1.25

1606Q 57015.8
1606Q 9781.4
1606Q 122.8
1606Q 51661.0
1609H 207474.6
1606Q 11590.7

(04/11/16)

1606 57015.8 2620.5


1606 9781.4 469.8
1606 122.8
7.8
1606 51661.0 2098.4
1609 100273.9 3121.9
1606 11590.7 720.3

CMP (`)

24.9
33.5
9.7
21.0
14.1
17.9

80.3
50 59.36 0 28.78 142.0
4.2
-60 70.73 0 3.93 11.8
16.6
4 65.08 0 21.42 18.5
6.4
-26 45.43 0 0.37 86.8
10.4
144 68.98 15 11.58
7.1
-41.8 -1397 50.03 30 42.53 11.6
11.9
8 43.82 12 0.34 13.9

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
-

341.8 -13
50.9
23
322.3
7
46.4
4
97.2 1132
94.4 -38
444.0
6

Inst. Stake (%)

1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q

NP Growth (%)

80.3
4.2
16.6
3.4
10.4
-41.8
11.9

NP (` Cr)

341.8
50.9
322.3
23.3
97.2
94.4
444.0

Pledged (%)

Sales Growth (%)

Year / Months

1606
1606
1606
1609
1606
1606
1606

Sales
(` Cr)

NP
(` Cr)

9.7
5.5
13.4
5.6
0.1
11.6

RONW (%)

0.0
0.1
0.4
0.0
0.9
5.0
1.0

DERatio

4.00
0.30
1.00
3.50
1.50

7.7
3.2
50.5
10.2
0.0
-7.4
25.4

Prom. Stake (%)

SHAREHOLDINGS

YEAR TO DATE

Sales
(` Cr)

LATEST QTR.
Latest Qtr. Year

77 PROJECT CONSULTANCY/TU RNKEY


IND. COMPOSITE
910
5598
184
Engineers India
5 1603 168.5 79 1496 258.3
OM Metals Infraproje
1 1603
9.6 59 189 31.1
Power Mech Projects
10 1603
14.7 376 1362 74.3
Reliance Ind.Inf
10 1603
15.1 170
90 15.4
Sadbhav Infrastructu
10 1603 352.2 35
86
1.0
Shriram EPC Ltd.
10 1603 330.6 12 548 -244.0
Sunil Hitech Enginee
10 1603 19.0* 219 1828 48.1
78 REFINERIES
IND. COMPOSITE
9245
785542 23626
Bharat Petroleum
10 1603 1446.2* 207 189303 7431.9
Chennai Petro.
10 1603 148.9 154 25994 770.7
GP Petroleums
5 1603
25.5 27 422 13.6
Hind. Petrol
10 1603 1015.9* 181 179571 3862.7
Indian Oil Corp
10 1603 4855.9* 152 350603 10399.0
Mangalore Refine
10 1603 1752.6 37 39647 1148.2
79 RETAIL
IND. COMPOSITE
1101
30725
150
Aditya Birla Fashion
10 1603 769.1* 12 6060 -104.1
Future Enterprises
2 1603 94.3* 70 8340
11.8
Future Lifestyle
2 1603 38.0* 85 3300 29.5
Future Retail L
2 1603 94.3* 40 6845 14.6
*Kewal Kiran Clothing
10 1603
12.3 242 457 67.9
Shoppers Stop
5 1603
41.8 94 3413 25.2
*Trent Ltd.
1 1603 33.2* 43 1501 77.8
V Mart Retail
10 1603
18.1 128 809 27.6
80 RUBBER
IND. COMPOSITE
41
828
82
*Apcotex Industries L
5 1603
10.4 55 268 24.7
Indag Rubber
2 1603
5.3 60 253 32.0
Vikas Ecotech L
1 1603
25.4
3 307 25.5
81 SERVICES - OTHERS
IND. COMPOSITE
398
5563
704
BLS International Se
10 1603
10.2 14
16
1.2
*Credit Analysis & Re
10 1603
29.4 139 265 117.7
Crisil
1 1512
7.1* 95 956 222.0
ICRA Ltd.
10 1603
10.0 408 195 61.5
Infibeam Incorp
10 1603
53.4 132
43
4.3
Just Dial
10 1603 70.6* 95 691 141.8
*MCX
10 1603
51.0 273 235 41.8
MT Educare Ltd.
10 1603
39.8 37 244 29.2
*Quess Corp
10 1603 126.7* 28 2918 84.4
82 SHIP - DOCKS/BREAKING/ REPAIRS
IND. COMPOSITE
1220
966 -291
*Gujarat Pipavav Port
10 1603 483.4 40 660 236.7
Reliance Def.& Eng.
10 1603 736.2 23 306 -527.3
83 SHIPPING
IND. COMPOSITE
846
7128
922
Essar Shipping
10 1603 207.0 223 729 -113.6
Great Eastern
10 1603 150.8 345 1974 609.9
Shipping Corpn.
10 1603 465.8 148 4112 377.3
Shreyas Shipping & L
10 1603
22.0 103 313 48.7
84 SUGAR
IND. COMPOSITE
398
23909 -213
*Bajaj HindusthanSuga 1 1603 113.4 21 4683 -114.3
*Balrampur Chini
1 1603 24.5* 50 2757 99.4
Bannari Amman Su
10 U1603
11.4 854 1400 25.2
*Dalmia Bharat Sugar
2 1603
16.2 63 1166 58.5
Dhampur Sugar
10 1603
66.4 63 2183 31.9
*Dwarikesh Sugar
10 1603 18.8* 47 794 39.0
EID Parry
1 1603 17.6* 73 2310 -66.5
*Shree Renuka Sugars
1 1603
92.9 13 5862 -285.3
Triveni Eng.&Ind.Ltd
1 1603
25.8 23 1915 -12.3
Ugar Sugar Works
1 1603
11.3
8 837
11.3
85 TELECOMMUNICATIONS-E QUIPMENT
IND. COMPOSITE
3114
6326 -147
GTL Infrastructure
10 1603 2413.7* -0 619 -547.3
*Himachal F. Comm
1 1603 123.9
8 2570 119.0
ITI
10 1603 480.0 -35 1190 251.2
Optiemus Infracom
10 1603
85.8 31 1903 18.1
Suyog Telematics
10 1603 10.2* 35
44 12.1
86 TEXTILES
IND. COMPOSITE
3851
87436 1169
Aditya Birla Nuvo
10 1603 130.2 657 5466 360.0

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

1282.65

24/13
138/55
2242/941
168/56
138/48
379/61
278/150
19/10
68/27
73/10

26
8068
4063 9.1
3327 20.3
1824 5.3
2224 5.0
1072 3.9
5289
4614
3020
675 4.1

10
7/2 5713
25/14 2093
36/23 2484 6.6
99/29 624 34.4
470/100 499
22
2364/685 20231 11.4

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

41

Updated Information

42

1810.8 -1212.0
125.6 12.5
1484.2 67.3
52.2
3.1
1.3
-0.2
203.0
4.9
437.0 -45.5
1014.0
7.2
319.7 19.0
70.3 10.2
50.4 26.8
225.1 19.8
111.5 11.2
281.5 46.1
63.4
3.5
492.6 60.3
647.1 -16.6
941.0
9.8
107.0 12.9
534.5 62.8
67.2 12.2
183.2 10.2
302.1 10.3
75.6
2.0
469.1 19.7
540.4 15.0
300.5 16.0
572.4 67.9
3.3
0.1
98.9
3.0
807.7 10.5
730.1 35.7
56.9
8.7
220.3 15.4
161.8 13.3
407.9 15.2
66.6 13.1
118.9
4.3
281.4 10.0
984.8 119.5
552.6 45.1
70.0
-1.9
1181.7 80.1
111.5 15.4
1425.6 150.1
1386.3 182.1

1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1609H
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1606Q
1606Q

1810.8
125.6
2950.0
52.2
1.3
203.0
437.0
1014.0
617.7
70.3
101.4
225.1
111.5
281.5
63.4
492.6
647.1
941.0
226.3
1057.2
67.2
183.2
677.4
75.6
469.1
540.4
300.5
572.4
3.3
98.9
1347.5
730.1
56.9
220.3
161.8
407.9
127.8
118.9
281.4
984.8
70.0
2348.1
111.5
1425.6
1386.3

13.9
21.7
11.5
23.4
9.3
4.0
4.7
1.4
1.7
4.2
5.7

1609
1606
1606
1606
1606
1606
1606
1606
1606
1606
1609
1606

1797.7
9.8
33.7
137.0
799.5
266.3
420.4
2782.2
78.0
2238.5
0.0
1309.9

1609H
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q

3943.6 -10
9.8 -14
33.7
6
137.0
6
799.5 -21
266.3
71
420.4 -12
2782.2
37
78.0 2878
2238.5
6
0.0 -43
1309.9 -36

-3
12
12
7
-32
256
-3
77
4825
2049
-6
-76

178.5
17.9
34.8

-14 56.79 0 39.88


-50 73.21 71 7.78
-17 66.07 0 11.29

21.3
20.3
22.7
21.1
28.3
34.3
3.5
47.1

6
12
3
4
-1
4
25
2

236.2
149.1
96.5
41.3
100.8
876.2
7.3
46.5

7
-2
-18
14
-4
-7
61
-5

1606
1606
1606
1606
1606
1609
1606
1606

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

2265.9
928.1
1455.8
451.2
1479.9
3614.6
12.5
511.8

236.2
149.1
96.5
41.3
100.8
385.3
7.3
46.5

1606Q
1606Q
1606Q
1606Q
1606Q
1609H
1606Q
1606Q

2265.9
928.1
1455.8
451.2
1479.9
7096.6
12.5
511.8

44.14 14 39.96 122.7


58.29 0 32.95 12.9
50.76 0 33.36 58.4
73.99 0 7.82 30.5
52.34 0 13.31 80.2
27.48 0 19.83 32.4
69.82 0 0.00
6.8
45.36 0 2.58 23.7

Trailing P/E Ratio

26939
3196
1408

-6
33
-21

Entprise Value
(` Cr)

38.4
53.7
29.9

9.7 1606 1339.2 178.5 1606Q 1339.2


4.4 1606 1262.1 17.9 1606Q 1262.1
16.7 1609 450.4 19.7 1609H 877.8

52-Week
High/Low

6868
4505
440
678
5649
431
693
4880
665
442
761
448
707

(04/11/16)

97.2
62.0
10.9
7.1
18.9
19.4
15.4
90.8
1.5
0.5
27.9
13.1
0.8

95
0
6
0
0
0
10
27
0
0
0
0
0
0
69
0
0
47
0
0
0
0
25
0
0
0
48
0
0
28
0
0
0
0
0
0
0
0
0
0
7
26
0
0
0
0

CMP (`)

74.99 24 20.33
52.55 0 8.81
55.90 0 10.30
30.71 0 8.38
58.81 0 6.46
54.80 0 6.33
67.18 14 1.03
89.92 0 6.06
3.40 0 0.00
26.61 0 0.00
90.00 0 1.92
72.19 0 10.82
54.40 38 18.25

Pledged (%)

222.5
10.8
175.9
2.9
5.2
6.3
108.1
6.0
47.4
7.4
10.8
14.7
3.1
23.5
11.5
36.1
21.3
27.7
28.6
11.7
20.9
4.5
107.2
45.8
82.8
38.2
31.2
33.0
18.9
5.0
105.7
14.2
6.3
4.4
8.8
7.4
6.8
8.7
10.2
52.0
6.5
6.2
72.8
10.6
22.0
77.1

Prom. Stake (%)

NP Growth (%)

11.31
4.03
38.69
3.36
0.00
0.00
10.94
27.44
8.67
0.16
12.15
4.34
22.16
15.17
30.86
16.75
13.91
16.35
5.54
15.31
5.70
0.00
2.59
8.30
0.48
0.13
12.00
41.82
9.42
0.02
21.47
15.24
0.04
0.01
11.16
16.04
15.54
0.00
8.24
29.14
0.88
12.80
2.84
0.76
22.84
11.49

-47 -1212.0 -12570 32.79


1
12.5
4 48.63
12 154.7
-0 43.76
4
3.1
3 67.73
-73
-0.2
15 51.30
15
4.9
-18 55.54
8 -45.5
15 53.06
14
7.2
-45 67.69
4
41.5
68 25.25
22
10.2
-2 74.99
-19
44.4 1143 73.85
-6
19.8
35 50.65
46
11.2
117 66.70
12
46.1
4 57.21
13
3.5
-35 29.74
7
60.3
9 58.93
1 -16.6 -437 72.00
5
9.8
-51 43.14
-7
33.8
-22 54.24
11 108.1
27 74.95
3
12.2
-1 67.23
10
10.2
18 73.71
4
18.1
98 74.85
10
2.0
38 64.25
8
19.7
405 68.56
5
15.0
-43 64.82
7
16.0
3 58.26
28
67.9
8 49.00
-41
0.1
193 66.64
8
3.0
874 53.16
6
-0.8 -109 42.40
4
35.7
24 51.43
8
8.7
54 74.92
6
15.4
2 74.92
28
13.3
87 59.60
11
15.2
-12 47.35
-0
22.1
6 55.22
11
4.3
19 74.93
-6
10.0
-13 67.06
2 119.5
13 52.37
22
- 63.89
-3
-1.9 -2743 71.66
28 158.7
42 67.77
14
15.4
159 74.80
2 150.1
4 62.22
19 182.1
1 73.48

277.6
-27.3
6.7
6.6
80.9
18.5
6.2
-7.0
1.4
22.0
11.8
8.1

MARKET RELATED DATA

No. of Shareholder
(in 000)

1606
1606
1609
1606
1606
1606
1606
1606
1609
1606
1609
1606
1606
1606
1606
1606
1606
1606
1609
1609
1606
1606
1609
1606
1606
1606
1606
1606
1606
1606
1609
1606
1606
1606
1606
1606
1609
1606
1606
1606
1606
1606
1609
1606
1606
1606

NP (` Cr)

Sales Growth (%)

Sales
(` Cr)

Year / Months

NP
(` Cr)

Sales
(` Cr)

Latest Qtr. Year

13.3
10.6
20.1
6.9
1.8
7.9
8.7
1.6
17.0
6.8
21.3
20.5
39.7
9.5
4.0
30.5
15.9
11.3
28.7
4.5
13.2
6.9
6.4
20.0
46.0
0.1
10.9
6.6
21.1
11.1
21.3
27.4
17.5
18.8
6.8
17.1
13.4
21.2
0.1
13.6
10.1
17.9
32.0

80.7
-27.3
6.7
6.6
80.9
18.5
6.2
-7.0
1.4
22.0
12.3
8.1

SHAREHOLDINGS

YEAR TO DATE

Inst. Stake (%)

Alok Industries Ltd.


10 1603 1377.3 12 11752 -3722.8 -27.0
- 11.3
Ambika Cotton Mi
10 1603
5.9 570 492 44.5 75.7 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
19.5 32 186 12.4
6.4
- 0.5
Atlas Jewellery
10 1603 100.7 16
14
-6.4 -0.6
- 0.0
Bannari Amman Spinni 10 1603
15.8 171 771 18.6 11.8 1.60 1.5
Bombay Dyeing
2 1603
41.3 18 1845 -85.2 -4.1 0.50 5.4
Bombay Rayon Fashion 10 1603 183.0 148 4172 48.9
2.7
- 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
*Forbes & Company Ltd 10 1603
12.9 107 182
2.2
1.7
- 0.9
*Garware-Wall Rop
10 1603
21.9 167 825 61.9 28.3 3.30 0.1
Gloster L
10 1603 10.5* 114 427 24.6 23.5 6.00 0.9
Himatsingka Seid
5 1603
49.2 85 1021 178.0 18.1 2.50 0.8
Indian Terrain Fashi
2 1603
7.5 43 325 33.0
8.9
- 0.3
Indo Count Inds.
10 1603
39.5 140 2032 250.7 63.5 2.00 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
Kitex Garments
1 1603
4.8 77 546 112.1 23.6 1.50 0.2
KPR Mill Ltd.
10 1603
37.7 259 1961 155.5 41.3 10.00 0.5
Lovable Lingerie Ltd
10 1603
16.8 122 197 23.2 13.8 1.50 0.0
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
Monte Carlo Fashions 10 1603
21.7 205 622 58.9 27.1
- 0.1
*Nahar Indust.Ent
10 1603
39.8 155 1776 42.9 10.8 1.00 1.4
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
Page Industries Ltd.
10 1603
11.2 453 1783 232.7 208.6 85.00 0.1
PDS Multi. Fashions
10 1603
26.0 40
25
0.1
0.1
- 0.2
*Rajapalayam Mill
10 1603
7.4 293 395 23.5 31.9 3.00 1.1
Raymond Ltd
10 1603
61.4 202 2793 82.1 13.4 3.00 1.0
RSWM Ltd.
10 1603
23.1 217 2955 106.0 45.8 12.50 2.1
Ruby Mills
5 1603
8.4 220 213 40.8 24.4 1.25 1.0
Rupa & Company L
1 1603
8.0 46 1013 78.0
9.8 2.75 0.4
S P Apparels Ltd.
10 1603
25.2 54 537 37.4 14.8
- 1.9
Sangam India Ltd
10 1603
39.4 111 1504 77.0 19.5 2.00 1.3
*Sarla Performance Fi
1 1603
8.4 27 243 42.7
5.1 1.05 0.6
Shiva Texyarn Ltd.
10 1603
21.6 74 450 10.8
5.0 1.10 1.3
Siyaram Silk
10 1603
9.4 545 1619 87.6 93.4 11.00 0.7
SRF Ltd.
10 1603
57.4 463 3647 360.9 62.8 10.00 0.6
Sutlej Textiles & In
10 1606
16.4 413 2271 143.4 87.5 13.00 1.0
*Swan Energy Ltd.
1 1603
22.1 20 317
0.6
0.0 0.05 0.3
*Trident Ltd.
10 1603 509.6 33 3683 228.4
4.5 0.90 1.8
Vardhman Acrylics Lt
10 1603 93.0* 32 412 29.8
3.2 5.00 0.0
Vardhman Textiles Lt
10 1603
63.7 574 5587 653.1 102.6 15.00 0.5
Welspun India
1 1603 100.5 19 4868 601.7
6.0
- 1.1
87 TRADING
IND. COMPOSITE
664
46368
888
Adani Enterprises Lt
1 1603 110.0 32 8149 496.3
4.5 0.40 1.7
*Coffee Day Enterpris
10 1603 206.0 91
49 -110.5 -5.4
- 0.3
Control Print Ltd.
10 1603
15.7 78 135 26.4 16.9 6.00 0.1
India Motor Part
10 1603
8.3 278 502 26.7 32.1 9.00 0.1
KRBL Ltd.
1 1603
23.5 67 3359 371.4 15.8 1.90 0.7
Lakshmi Energy & Foo
2 1603 14.0* 43 916 -90.8 -13.0
- 3.8
LT Foods Ltd.
10 1603
26.7 123 1821 30.4 11.4 1.50 2.5
MMTC Ltd.
1 1603 100.0 14 12503 54.9
0.5 0.30 0.2
Modi Udyog
10 1603
30.2 10
86
1.5
0.5
- 0.0
Richway Intl. Trade
10 U1603
22.1 10
91
0.3
0.1
- 0.0
State Trading
10 1603
60.0 29 10601 17.9
3.0
- 8.4
*Uniphos Enterprises
2 1603
13.9 20
0
11.8
1.7
- 0.0
Ushdev Internati
10 1603
33.8 268 8157 52.2 15.4 1.00 1.9
88 TRANSPORT
IND. COMPOSITE
539
12762 1045
Container Corpor
10 1603 195.0 416 5743 786.9 40.4 13.50 0.0
IL&FS Transportation
10 1603 329.0 120 4762 173.5
5.3 2.00 2.4
*TCI Ltd.
2 1603
15.3 65 2258 85.1 11.1 1.50 0.6
89 TYRES AND TUBES
IND. COMPOSITE
204
47415 4946
Apollo Tyres
1 1603
50.9 78 8702 852.5 16.7 2.00 0.1
Balkrishna Ind.
2 1603
19.3 289 3242 567.7 58.7 5.50 0.5
Ceat Ltd.
10 1603
40.5 492 5494 452.5 111.9 11.50 0.3
Goodyear India
10 1603
23.1 252 1747 123.1 42.7 12.00 0.0
JK Tyre & Industries
2 1603
45.4 62 5880 401.0 17.7 2.50 1.7
*MRF Ltd
10 1603
4.2 16020 20244 2327.7 3659.0 100.00 0.3
PTL Enterprises
2 1603
13.2 16
46 24.2
3.7 1.00 0.0
TVS Srichakra Lt
10 1603
7.7 547 2060 197.2 257.6 60.00 0.3

RONW (%)

LATEST QTR.

DERatio

Div (`)

EPS (`)

NP (` Cr)

Sales (` Cr)

Bk Val (`)

CEqt. (` Cr)

Year / Months

Company Name

Face Value

AUDITED ANNUAL

Updated as on Nov 04, 2016

Market Cap
(` Cr)

Databank

443
3.22
8/3 18916
590 1004.30 1095/735 605 13.1
399.40
424/236 12953 32.8
10319
816
419.25
481/230 847 65.5
438
43.55
44/14 438
472
299.40
348/177 875 27.0
1123
54.35
68/39 3048
2798
152.90
216/129 8006 65.1
673
308.20
363/145 723 8.8
431
955.85 1141/540 435 11.9
3090 2395.80 2600/1078 3202 71.9
1148
524.45
567/270 1094 17.1
447 427.00XB
509/170 523 14.6
2768
281.10
308/145 3318 15.4
567
152.10
185/102 542 18.2
2995
758.50 1248/695 3248 11.7
524
34.50
42/24 718 15.2
1842
225.00
260/150 2872 33.4
2007
422.60
745/340 1849 19.5
4256 1129.55 1274/620 4762 23.8
456
271.15
307/205 454 19.7
1920
760.35
812/534 2121 36.3
477
342.65
380/199 585 18.3
997
458.80
573/337 985 16.8
434
108.95
132/42 1280 7.4
442
122.45
144/80 1345 11.5
644
133.95
166/97 1043 10.1
17585 15766.05 17351/9770 17650 74.1
445
170.85
244/140 465
453
614.65
738/289 686 17.3
3773
614.75
654/352 4887 51.7
1080
466.75
488/252 2118 9.5
723
432.60
518/197 1058 16.5
2189
275.20
405/225 2325 28.0
829
329.45
361/276 1046
325/239 1728 15.3
1149
291.50
585
70.00
91/49 618 13.3
479
221.65
238/51 674 41.6
1432 1527.60 1690/912 1782 16.6
9782 1703.60 1970/1022 10946 26.1
1284
783.90
829/411 1956 8.4
2517
113.80
120/58 2633
2933
57.55
63/37 5886 10.7
428
46.05
52/25 428 10.9
6971 1095.15 1160/652 8648 10.6
6375
63.45
120/46 8456 10.6

62.45
218.70
280.70
814.90
240.00
61.55
260.00
48.80
220.00
200.00
126.85
64.40
209.00

92/58
297/216
424/250
995/650
306/175
74/11
319/180
55/30
232/186
242/124
174/71
76/30
349/193

24
12753 14.0
4971
451 16.2
636 25.0
6724 17.0
1566
1517 23.0
5073
665
439
2191 18.6
445 40.4
2103 26.5

30
1381.65 1544/1051 26139 35.5
97.15
117/64 12005 20.5
183.90
388/175 1696 18.1

11
9852
193.55
235/128 10149 11.4
9618
995.10 1200/551 10604 17.0
4855 1200.25 1422/731 5443 11.3
1763
764.10
921/443 1429 15.7
3102
136.75
162/74 5417 7.8
21341 50319.90 54601/30464 23234 13.0
800
120.80
145/73 797 29.6
2844 3714.60 4247/1945 2948 14.6
DSIJ.in

Databank
Ticker
532628
523395
531925
512161
533292
524348
524208
523204
500002
500488
500410
532268
532762
512599
532921
533096
539254
538365
530117
535755
500303
539056
540025
500003
500215
532811
532683
532331
513349
532351
524598
500710
531082
506235
533573
531147
539523
506767
532480
532749
532633
521070
526397
500008
531978
500425
590006
520077
515055
532418
590062
526173
506260
532259
523694
533758
508869
500877
532475
532914
506194
516064
506074
500101
515030
535467
527001
523716
500477
533271
532888
500820
533138
532493
532830
506820
532759
514394
531795
500027
524804
505036
505010

Company

Ind.
Book
Code Closure

3i Infotech
23
3M India Ltd.
30
52 Weeks Ent.
39
8K Miles Software
23
A2Z Infra Engineer
37
Aarti Drugs Ltd
72
Aarti Ind. Ltd
19
Aban Offshore
66
ABB India
33
Abbott India Ltd.
72
ACC
16
Accelya Kale Solut
23
Action Construction
38
Adani Enterprises Lt 87
Adani Ports & Speci 63
Adani Power Ltd.
75
Adani Transmission L 76
Adhunik Industries
53
Adi Finechem
19
Aditya Birla Fashion 79
Aditya Birla Nuvo
86
AdlabsEntertainment 39
Advanced Enzyme Tech 49
Aegis Logistics Ltd.
56
Agro Tech Foods Ltd. 32
Ahluwalia Contra
24
AIA Engineering
15
Ajanta Pharma Lt
72
Ajmera Realty & Infr 24
Aksh Optifibre
13
AksharChem (India) 31
Akzo Nobel India Ltd 68
Alankit
46
Alembic Ltd.
72
Alembic Pharmaceutic 72
Alicon Castalloy
15
Alkem Laboratories
72
Alkyl Amines Che
19
Allahabad Bank
44
Allcargo Logistics
56
Allsec Technologies
23
Alok Industries Ltd.
86
Alpha Geo (India
66
Amara Raja Batt.
6
Ambika Cotton Mi
86
Ambuja Cements Ltd. 16
Amrutanjan Health Ca 72
Amtek Auto Ltd.
6
Anant Raj Ltd.
24
Andhra Bank
44
Andhra Sugars Lt
30
Andrew Yule & Co
30
Anuh Pharma Ltd
72
Apar Industries
35
Apcotex Industries L 80
APL Apollo Tubes
53
Apollo Hospitals
50
Apollo Tyres
89
Aptech Ltd.
23
Arcotech Ltd.
61
Arihant Superstructu 24
Arrow Greentech
74
Arshiya
56
Arvind Ltd.
86
Asahi India Glass
47
Ashapura Intimates F 86
Ashapura Min. Lt
62
Ashiana Housing Ltd. 24
Ashok Leyland
8
Ashoka Buildcon Ltd. 24
Asian Granito India
18
Asian Paints Ltd.
68
Astec Lifesciences L 70
Astra Microwave
37
Astral Poly Technik
74
AstraZeneca Pharma I 72
Atlanta Ltd.
52
Atlas Jewellery
86
Atul Auto Ltd
5
Atul Ltd.
31
Aurobindo Pharma
72
AutoCorpn of Goa
6
Automotive Axles
6

DSIJ.in

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02/24/16
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08/03/16
09/08/16
09/03/16
07/18/15
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07/22/16
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07/20/16
09/23/16
09/12/15
06/28/16
08/20/16
09/18/16
09/21/16
07/21/16
08/01/16
08/03/16
07/22/16
09/23/16
07/22/16
06/23/16
08/04/15
08/04/16
09/17/16
09/24/16
08/08/15
09/17/16
02/24/16
09/16/16
09/28/16
09/24/16
07/15/16
09/16/15
09/17/16
09/19/16
07/30/16
08/01/16
09/12/16
08/01/15
08/03/16
09/24/16
09/21/16
09/14/16
09/23/16
07/23/16
07/30/16
08/07/16
09/02/15
09/21/16
08/11/16
07/15/16
08/01/16
09/17/16
06/18/16
07/22/16
07/22/16
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09/21/15
09/10/16
07/16/16
08/25/15
07/07/16
08/10/16

NSE
Code
3IINFOTECH
3MINDIA
8KMILES
A2ZINFRA
AARTIDRUGS
AARTIIND
ABAN
ABB
ABBOTINDIA
ACC
ACCELYA
ACE
ADANIENT
ADANIPORTS
ADANIPOWER
ADANITRANS
ADHUNIKIND
ADI
ABFRL
ABIRLANUVO
ADLABS
ADVENZYMES
AEGISCHEM
ATFL
AHLUCONT
AIAENG
AJANTPHARM
AJMERA
AKSHOPTFBR
AKZOINDIA
ALANKIT
ALEMBICLTD
APLLTD
ALICON
ALKEM
ALKYLAMINE
ALBK
ALLCARGO
ALLSEC
ALOKTEXT
ALPHAGEO
AMARAJABAT
AMBIKCO
AMBUJACEM
AMRUTANJAN
AMTEKAUTO
ANANTRAJ
ANDHRABANK
ANDHRSUGAR
APARINDS
APCOTEXIND
APLAPOLLO
APOLLOHOSP
APOLLOTYRE
APTECHT
ARCOTECH
ARROWGREEN
ARSHIYA
ARVIND
ASAHIINDIA
AIFL
ASHAPURMIN
ASHIANA
ASHOKLEY
ASHOKA
ASIANTILES
ASIANPAINT
ASTEC
ASTRAMICRO
ASTRAL
ASTRAZEN
ATLANTA
ATULAUTO
ATUL
AUROPHARMA
AUTOAXLES

Ticker
512573
519105
532215
532395
532719
532977
533229
500031
500034
532978
500032
500490
530999
532382
502355
500102
523319
532485
500038
500039
532134
532149
532525
532674
500041
500042
500043
506285
500048
533095
509480
533303
532430
532930
530803
503960
500049
533228
500493
500103
500547
590021
532454
534816
526666
500055
532523
500335
506197
540073
526612
500067
524370
501425
500020
532678
502219
500530
532929
500825
532321
532792
532834
511196
532483
532938
511505
524742
531595
513375
500870
519600
500878
532885
501150
517544
500280
532548
500040
532443
500084
500085
500110

Company Index
Company

Ind.
Book
Code Closure

Avanti Feeds Lim


4
AVT Natural Prod
32
Axis Bank Ltd.
43
AXISCADES Engineer 23
B L Kashyap & Sons 24
Bajaj Auto Ltd.
5
Bajaj Corp Ltd.
40
Bajaj Electrical
25
Bajaj Finance L
46
Bajaj Finserv Ltd.
46
Bajaj HindusthanSuga 84
Bajaj Holdings & Inv 46
Balaji Amines Li
19
Balaji Telefilms Ltd
39
Balkrishna Ind.
89
Ballarpur Ind.
69
Balmer Lawrie &
30
Balmer Lawrie Invest 46
Balrampur Chini
84
Banco Products
6
Bank of Baroda
44
Bank of India
44
Bank of Maharash
44
Bannari Amman Spinni 86
Bannari Amman Su
84
BASF India Lt
19
Bata India
55
BayerCropscience
70
BEML Ltd.
38
Bengal & Assam Compa 46
Berger Paints I
68
BF Investment Ltd.
46
BF Utilities Ltd.
75
BGR Energy Systems 37
Bhageria Industries
31
Bharat Bijlee
35
Bharat Electroni
33
Bharat Financial Inc 46
Bharat Forge
15
Bharat Heavy Ele
38
Bharat Petroleum
78
Bharat Rasayan
70
Bharti Airtel
64
Bharti Infratel Ltd.
52
Bhartiya Interna
55
Bhushan Steel Ltd.
53
Biocon
72
Birla Corporation Lt
16
Bliss GVS Pharma
72
BLS International Se 81
Blue Dart Expres
27
Blue Star
25
Bodal Chemicals
31
Bombay Burmah
73
Bombay Dyeing
86
Bombay Rayon Fashion 86
Borosil Glass
47
Bosch Ltd.
6
Brigade Enterprises 24
Britannia Ind.
40
Cadila Healthcar
72
Cairn India Ltd.
66
Camlin Fine Sciences 19
Can Fin Homes
45
Canara Bank
44
Capital First
46
Capital Trust Lt
46
Caplin Point Lab
72
Capri Global Capital 46
Carborundum Uni.
37
Castrol India
58
CCL Products India
73
Ceat Ltd.
89
Central Bank
44
Centrum Capital
46
Centum Electronics L 33
Century Enka
86
Century Plyboard
54
Century Textiles
30
Cera Sanitaryware L 18
CESC Ltd.
75
Chambal Fertilis
42
Chennai Petro.
78

NSE
Code

08/08/16
AVANTIFEED
08/04/16
AVTNPL
07/09/16
AXISBANK
08/28/15
AXISCADES
09/22/16
BLKASHYAP
07/16/16
BAJAJ-AUTO
07/14/16
BAJAJCORP
07/30/16
BAJAJELEC
07/16/16 BAJFINANCE
07/11/15
BAJAJFINSV
09/10/16
BAJAJHIND
07/16/16 BAJAJHLDNG
07/24/16
BALAMINES
08/25/16
BALAJITELE
08/03/16
BALKRISIND
09/23/16
BALLARPUR
09/16/16 BALMLAWRIE
09/16/16
08/06/16 BALRAMCHIN
09/06/16
BANCOINDIA
06/18/16 BANKBARODA
07/11/16
BANKINDIA
06/23/16
MAHABANK
09/22/16
BASML
09/19/15
BANARISUG
08/05/16
BASF
07/21/16
BATAINDIA
08/31/16
BAYERCROP
09/09/16
BEML
09/14/16
07/28/16 BERGEPAINT
09/30/16
BFINVEST
03/30/15
BFUTILITIE
09/21/15 BGRENERGY
08/09/16
BHAGERIA
09/13/16
BBL
08/22/16
BEL
07/18/16
BHARATFIN
07/27/16 BHARATFORG
09/16/16
BHEL
06/08/16
BPCL
09/22/16
BHARATRAS
08/13/16
BHARTIARTL
08/05/15
INFRATEL
09/23/16
BIL
09/14/16
BHUSANSTL
06/24/16
BIOCON
07/02/16 BIRLACORPN
09/08/16
BLISSGVS
BLS
07/21/16
BLUEDART
07/18/16 BLUESTARCO
09/17/16 BODALCHEM
07/30/16
BBTC
07/29/16
BOMDYEING
09/16/16
BRFL
08/05/16
06/11/16
BOSCHLTD
09/18/15
BRIGADE
08/02/16
BRITANNIA
07/25/16
CADILAHC
07/12/16
CAIRN
08/01/16
CAMLINFINE
07/08/16 CANFINHOME
07/16/16
CANBK
06/29/16
CAPF
09/20/16
09/03/16
CAPLIPOINT
07/18/16
CGCL
07/23/15 CARBORUNIV
04/29/16 CASTROLIND
09/20/16
CCL
08/02/16
CEATLTD
06/25/16
CENTRALBK
09/24/16
07/30/16
CENTUM
07/05/16
CENTENKA
08/25/16 CENTURYPLY
07/20/16 CENTURYTEX
07/16/16
CERA
07/15/16
CESC
09/06/16 CHAMBLFERT
09/01/16 CHENNPETRO

Ticker
526817
511243
534758
500087
532210
506390
533288
533278
539436
500830
531344
522295
506395
532179
508814
533144
534804
500092
500093
539876
500480
532175
533160
500096
533309
500097
532528
533151
532772
523367
500117
502137
512068
532760
500645
506401
532848
533137
532121
511072
519588
500119
532180
507717
500089
540047
500068
532839
532526
532488
532868
539524
500124
523618
534674
532610
505242
532927
532922
505200
500125
523127
500840
500123
505700
500128
533264
522074
531162
533208
509525
540153
532219
532178
532700
539844
533261
500133
500495
533704
500135
500136
531508

Company

Ind.
Book
Code Closure

Cheviot Co Ltd
86
Cholamandalam Invest 46
Cigniti Technologies 23
Cipla
72
City Union Bank
43
Clariant Chemicals ( 31
Claris Lifesciences
72
Coal India Ltd.
62
Coffee Day Enterpris 87
Colgate Palm.
40
Container Corpor
88
Control Print Ltd.
87
Coromandel Internati 42
Corporation Bank
44
Cosmo Films
74
Cox & Kings L
63
Credit Analysis & Re 81
Crisil
81
Crompton Greaves
33
Crompton Greaves Con 33
Cummins India Lt
37
Cyient Ltd.
23
D B Realty Ltd.
24
Dabur India
40
Dalmia Bharat
63
Dalmia Bharat Sugar 84
Datamatics Global Se 23
DB Corp
59
DCB Bank
43
DCM Shriram
30
DCW Ltd.
71
Deccan Cements
16
Deccan Gold Mines
62
Deep Industries
66
Deepak Fertilisers
42
Deepak Nitrite
19
Delta Corp Ltd.
24
Den Networks Ltd.
39
Dena Bank
44
Dewan Housing
45
DFM Foods Limi
40
Dhampur Sugar
84
Dhanlaxmi Bank
43
Dhanuka Agritech Ltd 70
DIC India
59
Dilip Buildcon Ltd.
24
Disa India Ltd.
38
Dish TV India Ltd.
39
Dishman Pharmaceutic 72
Divis Lab
72
DLF Ltd.
24
Dr. Lal Pathlabs Ltd
50
Dr. Reddys Labs
72
Dredging Corpora
63
Ducon Infratech
22
Dwarikesh Sugar
84
Dynamatic Techno
37
eClerx Services
23
Edelweiss Fin. Ser
46
Eicher Motors
8
EID Parry
84
EIH Associated
51
EIH Ltd.
51
Elantas Beck India L 19
Elecon Engg.
38
Electrosteel Cas
15
Electrosteel Steels
53
Elgi Equipments
21
Emami Ltd.
40
Emami Paper Mill
69
Empire Inds.
47
Endurance Technologi 6
Energy Developme
75
Engineers India
77
Entertainment Networ 39
Equitas Holdings Ltd 46
Eros International M 39
Esab India
37
Escorts Ltd.
9
Essar Shipping
83
Essel Propack Ltd.
67
Ester India
67
Eveready Industr
25

07/23/16
07/25/16
09/22/16
09/15/16
08/13/16
08/05/16
07/23/16
09/12/16
08/02/16
09/07/16
08/02/16
07/16/16
06/24/16
08/20/16
09/17/16
09/21/16
03/10/16
08/19/16
07/30/16
08/25/16
09/22/16
09/22/16
09/22/16
09/22/16
09/22/16
09/22/16
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09/17/16
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07/30/16
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09/22/16
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08/23/16
09/24/16
08/10/16
04/16/16
08/04/16
09/26/16
09/20/16
08/22/16
08/20/15
07/22/16
07/20/16
09/24/16
09/24/16
07/30/16
08/05/16
07/07/16
08/01/16
03/13/15
07/29/16
07/27/16
07/25/16
05/26/16
07/20/16
09/03/16
09/17/16
07/23/16
07/28/16
08/03/16
07/23/16
09/23/16
09/09/16
07/28/16
06/16/16
09/22/16
07/27/16
09/10/16
08/04/16
06/23/15
09/18/16
07/18/16

NSE
Code
CHOLAFIN
CIGNITITEC
CIPLA
CUB
CLNINDIA
COALINDIA
COFFEEDAY
COLPAL
CONCOR
CONTROLPR
COROMANDEL
CORPBANK
COSMOFILMS
COX&KINGS
CARERATING
CRISIL
CROMPGREAV
CROMPTON
CUMMINSIND
CYIENT
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DBREALTY
DECCANCE
DEEPIND
DEEPAKFERT
DEEPAKNTR
DELTACORP
DEN
DENABANK
DHFL
DHAMPURSUG
DHANBANK
DHANUKA
DICIND
DBL
DISHTV
DISHMAN
DIVISLAB
DLF
LALPATHLAB
DRREDDY
DREDGECORP
DUCON
DWARKESH
DYNAMATECH
ECLERX
EDELWEISS
EICHERMOT
EIDPARRY
EIHAHOTELS
EIHOTEL
ELECON
ELECTCAST
ESL
ELGIEQUIP
EMAMILTD
ENDURANCE
ENERGYDEV
ENGINERSIN
ENIL
EQUITAS
EROSMEDIA
ESABINDIA
ESCORTS
ESSARSHPNG
ESSELPACK
ESTER
EVEREADY

Ticker
532511
500650
500086
505790
531599
500469
505744
590024
532768
500144
500940
532809
533638
502865
500033
532843
530023
500150
533400
523574
536507
540064
507488
505714
532155
533265
509550
532959
513108
509557
532622
532345
532767
532309
522275
530343
532285
532312
500171
511676
507815
532715
500660
500676
532296
538595
505255
532754
540124
506480
500163
532424
500164
533150
538180
500166
500168
532543
532482
509488
500300
505710
500620
501455
538979
526797
506076
511288
500690
532775
530001
524226
523768
500173
517300
532181
512579
539336
500670
533248
532702
538567

Company

Ind.
Book
Code Closure

Excel Crop Care Ltd. 70


Excel Industries
70
Exide Inds.
6
Fag Bearings Ind
10
FDC Ltd.
72
Federal Bank
43
Federal-Mogul Goetze 6
Fertilisers & Ch
42
FIEM Industries
6
Finolex Cables
13
Finolex Industri
71
Firstsource Solution 23
Flexituff Internatio
67
Forbes & Company Ltd 86
Force Motors
8
Fortis Healthcare
50
Fortune Financia
46
Foseco India Lim
19
Future Consumer
63
Future Enterprises
79
Future Lifestyle
79
Future Retail L
79
G M Breweries Ltd.
11
Gabriel India
6
GAIL (India) Ltd.
66
Gallantt Ispat Ltd.
53
Gammon India
24
Gammon Infrastructur 52
Gandhi Special
53
Garware-Wall Rop
86
Gateway Distriparks 63
Gati Ltd.
27
Gayatri Projects
24
GE Power India
76
GE T&D India
76
Genus Power Infrastr 33
Geojit BNP Paribas
46
Geometric Ltd.
23
GHCL
20
GIC Housing Fi
45
Gillette India Ltd.
40
GIR Natureview
51
Gitanjali Gems
29
GlaxoSmithKline Phar 72
GlaxoSmithKlineConsu 40
Glenmark Pharma
72
Gloster L
86
GMM Pfaudler Ltd
38
GMR Infrastructure L 52
GNA Axles
6
GOCL Corporation
58
Godfrey Philips
40
Godrej Consumer Prod 40
Godrej Industries Lt
40
Godrej Properties Lt 24
Goldline Intl.
46
Goodricke Group
73
Goodyear India
89
GP Petroleums
78
Granules India L
72
Graphite India Ltd.
36
Grasim Inds.
30
Grauer & Weil
19
Great Eastern
83
Greaves Cotton
37
Greenlam Industries 54
Greenply Industr
54
Grindwell Norton
37
GRUH Finance Li
45
GSFC
42
GTL Infrastructure
85
Guj. Alkalie & C
20
Guj. Amb.Exports
32
Guj. Borosil Ltd
47
Guj. Fluorochemi
19
Guj. Industries
75
Guj. Mineral Dev
62
Guj. NRE Coke
62
Gujarat Gas
57
Gujarat Narmada Vall 42
Gujarat Pipavav Port 82
GujaratStatePetronet 71
Gulf Oil Lubricants
58

07/23/16
07/18/16
07/13/16
04/19/16
09/08/16
08/02/16
08/20/16
09/25/15
09/14/16
08/30/16
07/30/16
07/19/16
07/26/16
08/20/16
09/19/15
09/20/16
08/03/16
04/23/16
08/23/16
08/20/15
08/20/15
05/12/16
07/23/16
09/10/16
09/20/16
09/14/16
09/30/16
07/27/16
08/04/16
09/12/16
07/28/16
09/23/16
07/23/16
07/20/16
09/02/16
07/28/15
07/21/15
07/13/16
07/16/16
11/24/16
09/28/16
09/17/16
07/19/16
07/28/16
08/05/16
08/24/16
09/17/16
09/07/16
09/16/16
09/20/16
08/08/16
08/04/15
07/29/15
09/21/16
07/22/16
08/25/16
09/24/16
08/05/16
08/04/16
09/09/16
08/06/16
08/05/16
09/20/16
08/18/16
07/08/16
07/28/15
06/14/16
09/03/16
09/23/15
09/15/16
08/27/16
08/03/16
09/19/16
08/20/16
09/23/16
09/13/16
09/23/16
08/27/16
08/05/16
09/16/16
09/02/16

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

NSE
Code
EXCELCROP
EXCELINDUS
EXIDEIND
FAGBEARING
FDC
FEDERALBNK
FMGOETZE
FACT
FIEMIND
FINCABLES
FINPIPE
FSL
FLEXITUFF
FORTIS
FOSECOIND
FCONSUMER
FEL
FLFL
FRETAIL
GMBREW
GABRIEL
GAIL
GALLISPAT
GAMMONIND
GAMMNINFRA
GANDHITUBE
GARWALLROP
GDL
GATI
GAYAPROJ
GEPIL
GET&D
GENUSPOWER
GEOJITBNPP
GEOMETRIC
GHCL
GICHSGFIN
GILLETTE
GIRRESORTS
GITANJALI
GLAXO
GSKCONS
GLENMARK
GMRINFRA
GNA
GOCLCORP
GODFRYPHLP
GODREJCP
GODREJIND
GODREJPROP
GULFPETRO
GRANULES
GRAPHITE
GRASIM
GESHIP
GREAVESCOT
GREENLAM
GREENPLY
GRINDWELL
GRUH
GSFC
GTLINFRA
GUJALKALI
GAEL
GUJFLUORO
GIPCL
GMDCLTD
GUJNRECOKE
GUJGASLTD
GNFC
GPPL
GSPL
GULFOILLUB

43

Databank
Ticker
532708
590043
533162
531531
517354
508486
517271
500179
532281
500010
500180
532873
539787
509631
500292
505720
519552
500182
524669
532129
517080
524735
509675
500183
500184
514043
509635
513599
515145
500186
500104
500188
500185
500440
505982
532859
500189
533217
500696
500191
522064
517174
500193
540136
500187
532662
532799
509820
500199
532174
540133
532835
500116
532822
539437
532659
505726
500106
532133
517380
532636
532907
511208
533177
509162
530005
590065
532240
532189
535789
532832
532960
532814
500850
504741
533047
530965
532388
533329
521016
500207
532612

Company
Ind.
Book
NSE
Code Closure
Code
GVK Power & Infrastr 75 08/09/16
GVKPIL
Harita Seating Syst.
6 08/05/15 HARITASEAT
Hathway Cable & Data 39 08/13/16
HATHWAY
Hatsun Agro Prod
40 08/17/16
HATSUN
Havells India
33 07/01/16
HAVELLS
Hawkins Cookers
25 07/28/16
HBL Power Systems Lt 33 09/23/16 HBLPOWER
HCL Infosystem
22 09/26/16
HCL-INSYS
HCL Technologies
23 09/20/16
HCLTECH
HDFC
45 07/19/16
HDFC
HDFC Bank
43 07/04/15
HDFCBANK
HDIL
24 09/24/16
HDIL
Healthcare Global En 50
HCG
HEG Ltd.
36 09/22/16
HEG
Heidelberg Cement In 16 09/15/16 HEIDELBERG
Hercules Hoists
37 08/06/16
HERCULES
Heritage Foods
40 08/11/16 HERITGFOOD
Hero MotoCorp
5 09/17/16 HEROMOTOCO
Hester Biosciences L 72 07/23/16 HESTERBIO
Hexaware Technologie 23 08/30/16 HEXAWARE
High Ground Enterpri 39 08/30/16 HEXAWARE
Hikal Ltd.
72 08/04/16
HIKAL
HIL
17 07/22/16
HIL
Himachal F. Comm
85 09/23/16
HFCL
Himadri Speciality
19 09/17/16
HSCL
Himatsingka Seid
86 09/10/16 HIMATSEIDE
Hind. Composites
6 09/02/16 HINDCOMPOS
Hind. Copper
61 09/20/16 HINDCOPPER
Hind. NationalGl
47 09/21/16 HINDNATGLS
Hind. Oil Explor
66 09/20/16 HINDOILEXP
Hind. Petrol
78 08/01/16 HINDPETRO
Hind. Zinc
61 06/04/16
HINDZINC
Hind.ConstructionCo. 24 07/08/16
HCC
Hindalco Indus.
2 09/08/16
HINDALCO
Hinduja Foundries Lt 15 06/07/16 HINDUJAFO
Hinduja Global Solut 23 09/21/16
HGS
Hinduja Ventures
23 09/15/16 HINDUJAVEN
Hindustan Media Vent 59 09/05/16
HMVL
Hindustan Unilever L 40 06/24/16 HINDUNILVR
HMT Ltd.
9 09/22/15
HMT
Honda Siel Power
34 08/05/16 HONDAPOWER
Honeywell Automation 37 07/09/15
HONAUT
Hotel Leela Ven.
51 09/17/16 HOTELEELA
HPL Electric & Power 33
HPL
HSIL Ltd.
18 09/01/16
HSIL
HT Media
59 09/13/16
HTMEDIA
Hubtown
24 09/23/16
HUBTOWN
Huhtamaki PPL
67 04/29/16 PAPERPROD
I G Petrochemicals L 19 08/25/16
IGPL
ICICI Bank
43 06/18/16
ICICIBANK
ICICI Pru Life
46
ICICIPRULI
ICRA Ltd.
81 08/09/16
ICRA
IDBI Bank Ltd.
44 07/16/16
IDBI
Idea Cellular Ltd.
64 09/24/16
IDEA
IDFC Bank
43 07/21/16
IDFCBANK
IDFC L
46 07/25/15
IDFC
IFB Industries
25 07/16/16
IFBIND
IFCI Ltd.
46 09/22/16
IFCI
IFGL Refracto
63 08/18/15 IFGLREFRAC
Igarashi Motors Indi 33 07/29/16
IGARASHI
IIFL Holdings
46 07/23/16
IIFL
IL&FS Engineering
24 09/19/16 IL&FSENGG
IL&FS Investment Man 46 08/02/16
IVC
IL&FS Transportation 88 08/02/16 IL&FSTRANS
Indag Rubber
80 05/20/16
India Cements Lt
16 08/23/16
INDIACEM
India Motor Part
87 08/23/16
IMPAL
India Nippon Ele
6 08/21/16 INDNIPPON
India Power Corp
75 09/05/15
DPSCLTD
India Tourism De
51 09/26/16
Indiabulls Housing F 46 09/08/16 IBULHSGFIN
Indiabulls Real Esta 24 09/19/16
IBREALEST
Indiabulls Ventures
46 09/08/16 IBVENTURES
Indian Bank
44 06/25/16
INDIANB
Indian Hotels Co
51 08/17/16
INDHOTEL
Indian Hume Pipe
17 07/20/16 INDIANHUME
Indian Metal & F
62 07/20/16
IMFA
Indian Oil Corp
78 09/07/16
IOC
Indian Overseas
44 07/12/16
IOB
Indian Terrain Fashi
86 09/24/16 INDTERRAIN
Indo Count Inds.
86 07/19/16
ICIL
Indo Rama Synth.
86 09/23/16
INDORAMA
Indoco Remedies
72 07/22/16
INDOCO

44

Ticker
532514
532150
532187
506222
539807
533154
532777
500209
500210
532706
539083
532851
538835
539448
502330
533181
524164
500214
524494
532947
533033
508807
500875
509496
523610
506943
532940
532705
512237
500219
532627
532532
532209
520051
520066
524330
522285
533207
514034
532605
532617
511034
500227
500378
532286
532508
539597
532644
500380
532162
530007
523405
522263
513691
523398
533148
532642
500228
533155
530019
535648
532926
500233
522287
533302
500235
532468
500165
532652
590003
532899
539276
590066
532714
517569
519602
505890
524174
502937
532732
524019
532967
500241

Company Index

Company
Ind.
Code
Indraprastha Gas Ltd 63
Indraprastha Med
50
IndusInd Bank
43
INEOS Styrolution
71
Infibeam Incorp
81
Infinite Computer So 23
Info Edge (India)
63
Infosys
23
Ingersoll Rand
21
Inox Leisure
39
Inox Wind Ltd.
38
Insecticides (India)
70
Intellect Design
23
InterGlobe Aviation
1
International Paper
69
Intrasoft Technologi
23
IOL Chemicals and Ph 19
Ion Exchange (India) 37
Ipca Laboratorie
72
IRB Infrastructure D 24
ISGEC Heavy Eng
38
IST Ltd.
6
ITC Ltd.
40
ITD Cementation Indi 24
ITI
85
J B Chemicals & Phar 72
J Kumar Infraproject 24
Jagran Prakashan
59
Jai Corp Ltd.
53
Jain Irrigation
63
Jaiprakash Power Ven 75
JaiprakashAssociates 24
Jammu & Kashmir Bank 43
Jamna Auto Inds.
6
Jay Bharat Marut
6
Jayant Agro Org
19
Jayaswal Neco Indust 15
Jaypee Infratech Ltd 24
JBF Industries
86
JBM Auto
6
Jet Airways
1
Jindal Drilling
66
Jindal Poly Films
67
Jindal Saw
53
Jindal St & Pwr
53
Jindal Stainless
53
Jindal Stainless (Hi
53
JK Cement
16
JK Lakshmi Cement L 16
JK Paper Ltd.
69
JK Tyre & Industries 89
JM Financial Ltd.
46
JMC Projects
24
JMT Auto Ltd.
6
Johnson Controls-Hit 25
JSW Energy Ltd.
75
JSW Holdings
46
JSW Steel
53
Jubilant Foodworks L 40
Jubilant Life Scienc
72
Just Dial
81
Jyothy Laboratories
40
Kajaria Ceramics
18
Kalpataru Power
76
Kalyani Investment
46
Kalyani Steel
53
Kama Holdings Ltd.
46
Kansai Nerolac Paint 68
Karnataka Bank
43
Karur Vysya Bank
43
Kaveri Seed Company 49
Kaya L
40
KCP Ltd.
16
KEC International Lt 76
KEI Industries
12
Kellton Tech Solutio
23
Kennametal India
37
Kesar Petroprod.
19
Kesoram Industri
30
Kewal Kiran Clothing 79
Kingfa Science & Tec 74
Kiri Industries
31
Kirloskar Bros.
37

Book
NSE
Closure
Code
09/20/16
IGL
08/20/16 INDRAMEDCO
06/25/16 INDUSINDBK
08/06/16 INEOSSTYRO
09/09/16
INFIBEAM
09/23/16
INFINITE
07/19/16
NAUKRI
06/11/16
INFY
07/19/16 INGERRAND
09/17/16 INOXLEISUR
09/16/16
INOXWIND
09/17/16 INSECTICID
07/11/16
INTELLECT
09/15/16
INDIGO
08/21/15
IPAPPM
09/02/16
ISFT
09/21/16
IOLCP
09/01/16
08/06/16
IPCALAB
09/19/15
IRB
07/30/16
09/23/16
06/01/16
ITC
05/06/16
ITDCEM
09/13/16
ITI
08/16/16 JBCHEPHARM
09/14/16
JKIL
09/16/16
JAGRAN
09/15/16 JAICORPLTD
09/19/16 JISLJALEQS
09/19/16
JPPOWER
09/22/16 JPASSOCIAT
07/13/16
J&KBANK
08/06/16 JAMNAAUTO
08/27/16 JAYBARMARU
09/07/16 JAYAGROGN
09/22/16 JAYNECOIND
09/24/16 JPINFRATEC
09/22/16
JBFIND
08/27/16
JBMA
08/08/15 JETAIRWAYS
09/15/16
JINDRILL
09/21/16 JINDALPOLY
09/12/15 JINDALSAW
07/19/16 JINDALSTEL
12/15/15
JSL
09/19/16
JSLHISAR
07/28/16
JKCEMENT
08/31/16 JKLAKSHMI
09/08/16
JKPAPER
08/27/16
JKTYRE
05/25/16 JMFINANCIL
08/06/16 JMCPROJECT
09/27/16 JMTAUTOLTD
07/18/16
JCHAC
07/13/16 JSWENERGY
06/28/16
JSWHL
07/06/16
JSWSTEEL
08/26/16
JUBLFOOD
08/20/16
JUBILANT
09/14/15
JUSTDIAL
07/16/16 JYOTHYLAB
08/18/16 KAJARIACER
08/06/16 KALPATPOWR
08/11/16
KICL
08/11/16
KSL
09/21/16
06/16/16 KANSAINER
07/22/16
KTKBANK
07/14/16 KARURVYSYA
09/24/16
KSCL
07/29/16
KAYA
08/01/16
KCP
07/23/16
KEC
08/31/16
KEI
12/09/15 KELLTONTEC
11/08/16
09/22/16
07/22/16 KESORAMIND
09/01/16
KKCL
09/09/16
09/16/16
KIRIINDUS
07/20/15
-

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

Ticker
533193
500245
500243
533293
505283
521248
532942
523207
532924
500247
530299
523323
532400
532889
530813
533482
500249
532997
536170
531882
500510
533519
540005
540115
526947
519570
500252
534690
532778
500250
500253
531633
523457
517518
533343
532783
532796
517206
500257
539542
522241
532720
507836
500264
524000
500266
500265
539957
530441
500520
532756
533088
532313
590078
539289
533169
500268
531213
502157
530011
500109
539207
503101
531642
524404
532500
500271
539981
522249
532654
534091
512267
532865
523828
539126
526235
500126
540023
538962
532539
532819
526642
513377

Company
Ind.
Code
Kirloskar Elect
33
Kirloskar Ferrou
53
Kirloskar Industries
37
Kirloskar Oil Engine 37
Kirloskar Pneumatic 21
Kitex Garments
86
KNR Constructions
24
Kokuyo Camlin
30
Kolte-Patil Develope 24
Kotak Mahindra Bank 43
Kothari Products
40
Kovai Medical
50
KPIT Technologies
23
KPR Mill Ltd.
86
KRBL Ltd.
87
Kridhan Infra
52
KSB Pumps Ltd.
37
KSK Energy Ventures 75
Kushal Tradelink Ltd 69
Kwality
40
L&T
30
L&T Finance Holdings 46
L&T Infotech
23
L&T Technology Serv 37
La Opala RG Ltd.
47
Lakshmi Energy & Foo 87
Lakshmi Machines
38
Lakshmi Vilas Ba
43
Lanco Infratech Ltd. 52
LG Balakrishnan&Bros 6
LIC Housing Fi
45
Lincoln Pharmace
72
Linde India
63
Lloyd Electric
25
Lovable Lingerie Ltd 86
LT Foods Ltd.
87
Lumax Auto Technolog 6
Lumax Inds.
6
Lupin Ltd.
72
Lux Industries
86
M M Forgings Ltd.
15
M&M Fin.Services
46
Mac Charles
51
Mafatlal Ind
86
Magma Fincorp Ltd. 46
Maha. Scooters
5
Maha. Seamless
53
Mahanagar Gas
57
Mahanivesh (Ind)
46
Mahi. & Mahi
7
Mahindra CIE Auto
15
Mahindra Holidays
51
Mahindra Lifespace D 24
Maithan Alloys Ltd.
41
Majesco L
23
Man Infraconstructio 24
Manali Petrochem
71
Manappuram Finance 46
Mangalam Cement
16
Mangalore Chem.
42
Mangalore Refine
78
Manpasand Beverage 11
MarathonNextgenRea 24
Marico Ltd.
40
Marksans Pharma
72
Maruti Suzuki India
7
Max Financial Servic 46
Max India
67
Mayur Uniquoters
74
McLeod Russel
73
MCX
81
Media Matrix Worldwi 39
Meghmani Organics Lt 70
Menon Bearings L
10
MEP Infrastructure
52
Mercator Ltd.
30
Merck Ltd.
72
Millitoons Entertain
39
Minda Corporation
6
Minda Industries
6
MindTree Ltd.
23
Mirza International
55
MMTC Ltd.
87

Book
NSE
Closure
Code
09/23/16
KECL
07/19/16
08/09/16
KIRLOSIND
08/03/16 KIRLOSENG
07/23/15
06/04/16
KITEX
09/24/16
KNRCON
07/25/16 KOKUYOCMLN
09/10/16 KOLTEPATIL
07/16/16 KOTAKBANK
09/16/16 KOTHARIPRO
08/20/16
08/16/16
KPIT
08/19/16
KPRMILL
08/30/16
KRBL
09/23/16 KRIDHANINF
04/16/16
KSBPUMPS
09/17/16
KSK
06/02/16
09/24/16
KWALITY
08/20/16
LT
08/17/16
L&TFH
LTI
LTTS
08/03/16
LAOPALA
09/23/16 LAKSHMIEFL
07/29/16 LAXMIMACH
06/04/16 LAKSHVILAS
09/22/16
LITL
07/08/16 LGBBROSLTD
08/11/16
LICHSGFIN
09/27/16
LINCOLN
05/10/16 LINDEINDIA
08/20/16 LLOYDELENG
09/23/15
LOVABLE
09/14/16
DAAWAT
08/16/16 LUMAXTECH
08/01/16
LUMAXIND
07/27/16
LUPIN
09/20/16
LUXIND
08/31/16
MMFL
07/16/16
M&MFIN
09/22/16
08/05/16
07/29/16
MAGMA
07/11/15 MAHSCOOTER
09/15/16 MAHSEAMLES
09/17/16
MGL
09/26/16
07/23/16
M&M
05/11/16 MAHINDCIE
07/23/16
MHRIL
07/22/16
MAHLIFE
08/23/16 MAITHANALL
08/05/16
MAJESCO
08/05/16
MANINFRA
09/12/16 MANALIPETC
07/31/15 MANAPPURAM
09/12/16 MANGLMCEM
09/20/16 MANGCHEFER
08/28/16
MRPL
09/03/16 MANPASAND
09/19/16 MARATHON
07/30/16
MARICO
09/24/16 MARKSANS
09/02/16
MARUTI
09/21/16
MFSL
09/21/16
MAXINDIA
07/05/16 MAYURUNIQ
07/28/16 MCLEODRUSS
09/14/16
MCX
09/24/16
07/19/16
MEGH
07/18/16
MENONBE
07/30/16
MEP
07/23/16 MERCATOR
04/26/16
MERCK
09/22/16
09/16/16 MINDACORP
08/05/16
MINDAIND
07/12/16
MINDTREE
09/23/16
MIRZAINT
09/17/16
MMTC

Ticker
539007
533286
533080
513446
505343
524084
538836
500288
532407
517334
532892
526299
532440
500290
534312
500108
500460
520059
520043
533398
539917
519136
500296
532641
539551
524816
532234
523630
500298
513023
532504
539332
508989
534309
500294
502168
532529
532649
532864
505355
500790
532798
524558
533098
500304
532541
530377
523385
500307
532854
513683
526371
500730
500672
530367
532555
531209
533273
502165
533106
531092
532880
500312
532944
530135
532466
513121
535754
533263
502420
534076
500315
506579
500314
590086
539015
539290
500459
532827
531349
539889
532780
531120

Company
Ind.
Code
Modi Udyog
87
MOIL Ltd.
62
Mold-Tek Packaging 74
Monnet Ispat & Energ 53
Monotype India
46
Monsanto India
70
Monte Carlo Fashions 86
Morepen Labs.Lt
72
Moschip Semicond.Tec 23
MothersonSumiSystems 6
Motilal Oswal Financ 46
MphasiS Ltd.
23
MPS Ltd.
59
MRF Ltd
89
MT Educare Ltd.
81
MTNL
64
Mukand Ltd.
53
Munjal Auto Industr.
6
Munjal Showa Ltd
6
Muthoot Finance
46
Nagarjuna Fertilizer
42
Nahar Indust.Ent
86
Nahar Spg Mills
86
Nandan Denim
86
Narayana Hrudayalaya 50
Natco Pharma
72
National Alumini
2
National Fertilizers
42
National Peroxid
19
Nava Bharat Ventures 30
Navin Fluorine Inter
19
Navkar Corporation L 56
Navneet Education
59
NBCC (India)
24
NCC
24
NCL Industries
16
NDTV
39
Nectar Lifesciences
72
Nelcast Ltd.
15
Nesco Ltd.
30
Nestle India
40
Network 18 Media & I 46
Neuland Laborat
72
NHPC
75
NIIT Ltd.
23
NIIT Technologies
23
Nila Infrastructures
24
Nilkamal Ltd.
74
Nirlon
63
Nitin Fire Protectio
37
NLC India L
75
NMDC Ltd.
62
NOCIL Ltd.
71
Novartis
72
NRB Bearings Lim
10
NTPC
75
Nucleus Software
23
Oberoi Realty
24
OCL India Limi
16
Oil India Ltd.
66
OM Metals Infraproje 77
Omaxe Ltd.
24
ONGC
66
OnMobile Global Ltd. 64
Optiemus Infracom
85
Oracle Financial Ser 23
Oricon Enterprises L 67
Orient Cement Ltd.
16
Orient Green Power C 75
Orient Paper
30
Orient Refractories
63
Oriental Bank of
44
Oriental Carbon
14
Oriental Hotels
51
Orissa Minerals Deve 62
Ortel Communications 39
Oswal Green Tech
46
P&G Hygiene&Health 40
Page Industries Ltd. 86
Panacea Biotec L
72
Parag Milk Foods
40
Parsvnath Developers 24
Patel Engg. Ltd.
24

Book
NSE
Closure
Code
07/26/16
08/24/15
MOIL
09/13/16 MOLDTKPAC
09/23/16 MONNETISPA
09/23/15
07/25/15 MONSANTO
09/23/16 MONTECARLO
09/17/16 MOREPENLAB
09/24/16
08/29/16 MOTHERSUMI
08/03/15 MOTILALOFS
10/21/16
MPHASIS
06/28/16
MPSLTD
08/05/16
MRF
09/22/16 MTEDUCARE
09/24/16
MTNL
07/30/16 MUKANDLTD
08/22/16
MUNJALAU
08/13/16 MUNJALSHOW
09/23/16 MUTHOOTFIN
09/23/16
NAGAFERT
09/17/16 NAHARINDUS
09/10/16 NAHARSPING
09/23/16
NDL
NH
09/21/15 NATCOPHARM
09/29/16 NATIONALUM
09/21/16
NFL
07/29/16
07/27/16 NBVENTURES
07/19/16 NAVINFLUOR
09/24/16 NAVKARCORP
09/23/15 NAVNETEDUL
09/12/16
NBCC
08/10/16
NCC
09/14/16
NCLIND
07/27/16
NDTV
09/24/16
NECLIFE
07/30/16
NELCAST
08/05/16
NESCO
05/20/16 NESTLEIND
09/26/16 NETWORK18
08/08/16 NEULANDLAB
09/10/16
NHPC
07/23/16
NIITLTD
07/26/16
NIITTECH
09/03/16
NILAINFRA
07/29/15
NILKAMAL
09/09/16
09/23/16
NITINFIRE
09/09/16
NLCINDIA
09/24/16
NMDC
07/21/16
NOCIL
07/16/15
08/17/16 NRBBEARING
09/10/16
NTPC
07/02/16
NUCLEUS
06/27/15 OBEROIRLTY
09/14/16
OCL
09/17/16
OIL
09/26/16
OMMETALS
09/24/16
OMAXE
09/02/16
ONGC
09/07/16
ONMOBILE
09/24/16
09/01/16
OFSS
08/11/16 ORICONENT
07/19/16 ORIENTCEM
08/08/16 GREENPOWER
08/16/16 ORIENTPPR
09/15/16 ORIENTREF
06/17/16 ORIENTBANK
07/16/16
OCCL
07/19/16 ORIENTHOT
09/20/16 ORISSAMINE
07/22/16
ORTEL
09/23/16 BINDALAGRO
11/26/16
PGHH
08/05/16
PAGEIND
09/24/16 PANACEABIO
- PARAGMILK
09/23/16 PARSVNATH
09/22/15
PATELENG

DSIJ.in

Ticker
539113
534809
538730
503031
513228
533179
532522
500680
506590
517296
503100
523642
500331
539883
500302
523648
532366
539150
539347
523628
532486
532254
531768
524051
532810
532898
539302
539351
522205
506022
539636
533274
526109
532748
500338
534675
505502
532524
533344
509220
532693
533295
532461
532891
532689
539978
539678
532735
532497
500339
532503
531500
500355
534734
532369
532370
532527
532661
532987
532988
505800
524230
520111
534597
533122
504341
500330
540065
532805
530517
500111
533107
523445
500325
500390
532939
532712
532915
535322
532687
505509
780011
520008

Company

Ind.
Book
Code Closure

Paul Merchants
46
PC Jeweller L
29
PDS Multi. Fashions 86
Peninsula Land L
24
Pennar Industrie
53
Persistent Systems
23
PetronetLNG
71
Pfizer Ltd.
72
Phillips Carbon
14
Phoenix Lamps
6
Phoenix Mills
24
PI Industries
70
Pidilite Inds.
19
Pilani Investmen
46
Piramal Enterprises
72
Plastiblends Ind
74
PNB Gilts Ltd.
46
PNC Infratech
24
Pneumatic Holdings 46
Poddar Housing & Dev 24
Pokarna Ltd.
48
Polaris Consulting
23
Poly Medicure Lt
60
Polyplex Corpn.
67
Power Finance Co
46
Power Grid Corpo
76
Power Mech Projects 77
Prabhat Dairy
40
Praj Industries
38
Prakash Indus.
30
Precision Camshafts
6
Prestige Estates Pro 24
Pricol Ltd.
6
Prime Focus
39
Prism Cement Lim
16
Prozone Intu Propert 24
PS IT Infrastructure
46
PTC India
75
PTC India Financial
46
PTL Enterprises
89
Punj Lloyd
24
Punj. & Sind Ban
44
Punj. NationlBak
44
Puravankara Projects 24
PVR Ltd.
39
Quess Corp
81
Quick Heal Technolog 23
R Systems Internat.
23
Radico Khaitan Ltd.
11
Rain Industries
16
Rajapalayam Mill
86
Rajesh Exports L
29
Rallis India
70
Ram Minerals & Chemi 19
Ramco Industries
17
Ramco Systems Lt
23
Ramkrishna Forgings 15
Rane (Madras)
6
Rane Brake Lining Lt
6
Rane Engine Valve Lt 6
Rane Holdings Ltd.
46
Rashtriya Chemicals 42
Ratnamani Metals
53
RattanIndia Infra
52
RattanIndia Power
75
Ravindra Energy Ltd. 46
Raymond Ltd
86
RBL Bank
43
Redington (India) Lt 22
Relaxo Footwears
55
Reliance Capital
46
Reliance Def.& Eng. 82
Reliance Ind.Inf
77
Reliance Inds.
30
Reliance Infrastruct
75
Reliance Power L
75
RelianceCommu.Ltd 64
Religare Enterprises 46
Repco Home Finance L 45
Repro India Ltd.
59
Responsive Industrie 74
Richway Intl. Trade
87
Rico Auto Inds.
6

DSIJ.in

09/22/16
09/13/16
09/22/16
07/30/16
09/23/16
07/19/16
09/15/16
06/29/16
07/15/16
09/21/16
09/02/16
09/02/16
08/26/16
09/09/16
07/30/15
07/15/16
09/10/16
09/24/16
08/08/16
07/29/16
09/10/16
06/28/16
09/21/16
09/24/16
08/13/16
09/10/16
09/26/16
09/23/16
07/31/15
09/27/16
09/18/16
09/20/16
08/13/16
09/26/16
08/17/16
09/24/15
09/13/16
09/16/16
09/16/16
07/28/16
08/03/16
06/22/16
06/25/16
09/20/16
09/22/16
07/25/16
06/09/16
07/06/16
04/29/16
08/07/15
09/24/16
06/14/16
09/21/16
09/17/15
08/06/15
09/17/16
07/24/15
07/13/15
07/14/15
08/05/15
09/17/16
08/18/16
09/24/15
09/24/16
09/21/16
05/28/16
12/17/05
07/21/16
09/09/16
09/17/16
08/13/16
05/24/16
05/12/15
09/17/16
09/17/16
09/17/16
08/29/16
09/16/16
08/01/16
09/03/16
09/22/15
09/17/16

NSE
Code
PCJEWELLER
PDSMFL
PENINLAND
PENIND
PERSISTENT
PETRONET
PFIZER
PHILIPCARB
PHOENIXLL
PHOENIXLTD
PIIND
PIDILITIND
PILANIINVS
PEL
PLASTIBLEN
PNBGILTS
PNCINFRA
PNEUMATIC
POKARNA
POLARIS
POLYMED
POLYPLEX
PFC
POWERGRID
POWERMECH
PRABHAT
PRAJIND
PRAKASH
PRECAM
PRESTIGE
PRICOL
PFOCUS
PRISMCEM
PROZONINTU
PTC
PFS
PTL
PUNJLLOYD
PSB
PNB
PURVA
PVR
QUESS
QUICKHEAL
RSYSTEMS
RADICO
RAIN
RAJESHEXPO
RALLIS
RAMCOIND
RAMCOSYS
RKFORGE
RML
RBL
RANEENGINE
RANEHOLDIN
RCF
RATNAMANI
RTNINFRA
RTNPOWER
RAYMOND
RBLBANK
REDINGTON
RELAXO
RELCAPITAL
RDEL
RIIL
RELIANCE
RELINFRA
RPOWER
RCOM
RELIGARE
REPCOHOME
REPRO
RESPONIND
RICOAUTO

Ticker
502448
500366
532983
500350
503169
500368
533552
532955
533470
539450
540048
532710
539346
523025
502090
515043
526725
504918
514234
526521
530073
500674
504614
532163
526885
532663
539404
524667
500112
534139
532900
512529
502450
505075
501423
522034
538666
535602
538685
530549
533389
523598
511108
532776
532638
500387
539334
532670
520151
532498
532945
511218
511411
520086
500550
512131
523838
502742
532795
503811
533206
500472
539861
538562
505192
532815
538635
532784
532725
507514
531548
520057
532221
532218
590030
500285
533121
523756
503806
530943
513605
533305

Company

Ind.
Book
Code Closure

Rollatainers Ltd
67
Rolta India
23
RPG Life Sciences
72
RSWM Ltd.
86
Ruby Mills
86
Ruchi Soya Inds.
32
Rupa & Company L
86
Rural Electrific
46
Rushil Decor Ltd.
54
S H Kelkar & Company 19
S P Apparels Ltd.
86
Sadbhav Engineering 24
Sadbhav Infrastructu 77
Safari Indus.
74
Sagar Cements
16
Saint-Gobain Sekurit 47
Sandesh
59
Sandur M & I Ore
62
Sangam India Ltd
86
Sanghi Industrie
17
Sanghvi Movers L
38
Sanofi India
72
Sarda Energy & Miner 53
Saregama India Ltd. 39
Sarla Performance Fi 86
Sasken Comm.Tech. 23
Satin Creditcare
46
Savita Oil Tech
71
SBI
44
Schneider Electric
33
SE Investments
46
Sequent Scientific
72
Seshasayee Paper
69
Setco Automotive
6
Shaily Engineering P 74
Shanthi Gears
6
Sharda Cropchem
70
Sharda Motor Ind
6
Shemaroo Entertainme 39
Shilpa Medicare L
72
Shilpi Cable Technol 13
Shipping Corpn.
83
Shiva Texyarn Ltd.
86
Shivam Autotech Ltd. 6
Shoppers Stop
79
Shree Cement
16
Shree Pushkar Chemic 19
Shree Renuka Sugars 84
Shreyas Shipping & L 83
Shriram City Uni
46
Shriram EPC Ltd.
77
Shriram Pistons
6
Shriram Trans.Fi
46
Shristi Infrastructu
24
Sical Logistics
56
Siemens Ltd.
37
Signet Industries
71
Simplex Infrastructu 24
Sintex Industrie
30
SITI Networks
39
Siyaram Silk
86
SJVN Ltd.
75
SKF India
10
SKIL Infrastructure
24
Skipper Ltd.
37
SML Isuzu Ltd.
8
SMS Pharmaceuticals 72
Snowman Logistics Lt 56
Sobha
24
Solar Industries Ind
63
Som Distilleries
11
Somany Ceramics Ltd. 18
Sona Koyo Steer.
6
Sonata Software
23
South Indian Ban
43
SPIC
42
Spicejet Ltd.
1
SQS India BFSI
23
SREI Infrastructure
46
SRF Ltd.
86
Sri Adhikari Bro
39
Srikalahasthi Pipes
53
SRS Real Infrastruct 24

09/17/16
08/18/16
07/21/16
09/21/16
09/16/16
09/21/15
09/09/15
08/24/16
09/17/16
08/01/16
09/17/16
09/22/16
08/05/16
09/22/16
07/22/16
09/23/16
09/08/16
09/24/16
09/29/15
09/08/16
04/19/16
08/10/15
07/16/16
09/24/16
09/12/15
07/23/16
09/17/16
06/07/16
09/17/16
09/24/16
09/19/16
07/16/16
09/22/16
07/26/16
07/16/16
08/27/16
09/01/16
09/20/16
09/22/16
09/24/16
09/20/16
09/22/16
09/22/16
07/25/16
08/08/16
08/03/16
09/20/16
07/14/16
07/22/16
09/12/16
07/20/16
09/17/16
07/22/16
01/23/16
09/24/16
09/14/16
08/22/15
09/21/16
09/07/16
09/16/16
07/12/16
09/21/16
08/02/16
07/30/16
09/24/16
09/12/16
07/23/16
09/17/16
09/21/16
08/23/16
07/30/16
07/24/15
07/02/16
09/12/16
12/22/15
07/23/16
07/29/16
08/01/16
09/24/16
08/22/16
09/26/16

NSE
Code
ROLTA
RPGLIFE
RSWM
RUBYMILLS
RUCHISOYA
RUPA
RECLTD
RUSHIL
SHK
SPAL
SADBHAV
SADBHIN
SAGCEM
SANDESH
SANGAMIND
SANGHIIND
SANGHVIMOV
SANOFI
SARDAEN
SAREGAMA
SARLAPOLY
SASKEN
SATIN
SOTL
SBIN
SCHNEIDER
SEINV
SEQUENT
SESHAPAPER
SETCO
SHANTIGEAR
SHARDACROP
SHARDAMOTR
SHEMAROO
SHILPAMED
SHILPI
SCI
SHIVTEX
SHIVAMAUTO
SHOPERSTOP
SHREECEM
SHREEPUSHK
RENUKA
SHREYAS
SHRIRAMCIT
SHRIRAMEPC
SHRIPISTON
SRTRANSFIN
SICAL
SIEMENS
SIGNET
SIMPLEXINF
SINTEX
SITINET
SIYSIL
SJVN
SKFINDIA
SKIL
SKIPPER
SMLISUZU
SMSPHARMA
SNOWMAN
SOBHA
SOLARINDS
SDBL
SOMANYCERA
SONASTEER
SONATSOFTW
SOUTHBANK
SPIC
SQSBFSI
SREINFRA
SRF
SABTN
SRIPIPES
-

Ticker
531723
536666
501061
532200
512531
532191
500113
534748
513262
530759
532374
532531
532348
517168
506655
533306
532872
524715
532733
520056
500403
590071
500404
532711
535141
512179
532509
509930
500405
500336
532782
530239
537259
532667
503310
500407
517385
532276
539268
531426
532390
532890
533200
519091
500770
532301
500483
532540
500408
500800
501301
513434
500570
500400
513010
500470
532371
532349
523301
533553
539658
532755
533281
532804
505400
533326
531373
522073
500260
530199
500411
500412
500413
539871
590005
532856
500414
522113
504966
532966
500114
500420
532779

Company

Ind.
Book
Code Closure

Stampede Capital
Star Ferro & Cement
State Bank Of Bi
State Bank Of My
State Trading
StateBnkOfTravan
Steel Authority
Steel ExchangeIndia
Steel Strips Wheels
Sterling Tools L
Sterlite Technologie
Strides Shasun L
Subex Ltd.
Subros Ltd.
Sudarshan Chem.
Summit Securities
Sun Pharma Advanced
Sun Pharma.
Sun TV Network Ltd.
Sundaram Clayton
Sundaram Fasten.
Sundaram Finance
Sunflag Iron
Sunil Hitech Enginee
Sunstar Realty Devel
Sunteck Realty Ltd.
Suprajit Enginee
Supreme Inds.
Supreme Petroche
Surya Roshni Ltd
Sutlej Textiles & In
Suven Life Sciences
Suyog Telematics
Suzlon Energy Ltd.
Swan Energy Ltd.
Swaraj Engines
Symphony
Syndicate Bank
Syngene Internationa
T Nadu Newsprint
Taj GVK Hotels & Res
Take Solutions Ltd.
Talwalkars Better Va
Tasty Bite
Tata Chemicals
Tata Coffee Ltd.
Tata Communications
Tata Consultancy
Tata Elxsi Ltd.
Tata Global Beverage
Tata Investment
Tata Metaliks
Tata Motors Ltd.
Tata Power Co.
Tata Sponge Iron
Tata Steel
Tata Teleservices (M
TCI Ltd.
TCPL Packaging
TD Power Systems Ltd
TeamLease Service
Tech Mahindra Ltd.
Techno Electric & En
Technocraft Industri
Texmaco Infrastructu
Texmaco Rail & Engin
The Byke Hospitality
The Hi-Tech Gears
The Ramco Cements
Themis Medicare Ltd.
Thermax
Thirumalai Chem.
Thomas Cook (I)
Thyrocare Tech.
Tide Water Oil
Time Technoplast Ltd
Timex Group India
Timken India Ltd
Tin Plate Co.
Titagarh Wagons Ltd.
Titan Company
Torrent Pharmac
Torrent Power Ltd.

46
41
44
44
87
44
53
53
6
37
13
72
23
6
31
46
63
72
39
6
6
46
53
77
24
24
6
74
71
53
86
72
85
38
86
37
25
44
63
69
51
23
63
40
20
73
64
23
23
73
46
53
8
75
53
53
64
88
59
34
63
23
38
53
24
38
51
6
16
72
37
19
63
50
58
67
25
10
61
38
25
72
75

NOV 14 - 27, 2016

NSE
Code

09/26/16
STAMPEDE
09/06/16
SFCL
05/07/16
SBBJ
05/07/16 MYSOREBANK
09/22/16
STCINDIA
05/07/16
SBT
08/23/16
SAIL
09/24/16
09/24/16
SSWL
09/23/16 STERTOOLS
08/27/16
STRTECH
07/23/16
STAR
09/06/16
SUBEX
07/30/16
SUBROS
08/01/16 SUDARSCHEM
09/21/16 SUMMITSEC
07/23/16
SPARC
09/10/16 SUNPHARMA
09/16/16
SUNTV
08/19/15 SUNCLAYLTD
08/12/16 SUNDRMFAST
07/08/16 SUNDARMFIN
09/17/16
SUNFLAG
09/16/16 SUNILHITEC
09/19/16
09/26/16
SUNTECK
09/21/16
SUPRAJIT
06/22/16 SUPREMEIND
08/22/16
SUPPETRO
09/06/16 SURYAROSNI
08/21/16 SUTLEJTEX
08/08/16
SUVEN
09/16/16
09/24/16
SUZLON
09/15/16 SWANENERGY
07/09/16 SWARAJENG
08/03/16
SYMPHONY
06/18/16 SYNDIBANK
SYNGENE
09/22/16
TNPL
07/30/16
TAJGVK
08/20/16
TAKE
09/03/16 TALWALKARS
08/27/16
08/04/16
TATACHEM
07/12/16 TATACOFFEE
07/25/16
TATACOMM
06/08/16
TCS
07/19/16
TATAELXSI
08/10/16 TATAGLOBAL
07/30/16 TATAINVEST
06/23/16 TATAMETALI
07/20/16 TATAMOTORS
09/09/16 TATAPOWER
07/06/16 TATASPONGE
07/30/16
TATASTEEL
08/22/16
TTML
10/29/16
TCI
08/02/16
09/16/16 TDPOWERSYS
07/27/16 TEAMLEASE
07/30/16
TECHM
08/01/16
TECHNO
09/26/16
TIIL
09/20/16
TEXINFRA
09/20/16
TEXRAIL
09/13/16
BYKE
09/17/16 HITECHGEAR
07/31/15 RAMCOCEM
09/08/16 THEMISMED
08/01/16
THERMAX
07/23/16 TIRUMALCHM
08/26/16 THOMASCOOK
09/05/16 THYROCARE
09/22/16 TIDEWATER
09/23/16 TIMETECHNO
08/01/16
08/04/16
TIMKEN
06/16/16
TINPLATE
09/19/15
TWL
07/26/16
TITAN
06/17/15 TORNTPHARM
06/15/15 TORNTPOWER

Ticker
526650
532928
500251
534369
521064
532356
533655
507747
517506
504973
532515
540083
532800
532343
509243
500464
532505
530131
500148
539141
530363
533644
539874
506685
532538
506690
532477
500429
532646
507878
533171
532478
532432
512070
517146
511736
513216
539123
534976
532953
533269
532156
511431
500439
502986
533156
500295
523261
520113
511389
532401
530961
524200
517015
507880
511726
532660
532757
500575
539118
509966
531266
533023
507410
532144
532553
514162
500444
505533
590073
500238
526586
507685
532300
538268
532616
511012
532648
505537
533287
532794
533339
504067
505163
534742

Company

Ind.
Book
Code Closure

Tourism Finance
46
Transformers & Recti 76
Trent Ltd.
79
Tribhovandas Bhimji 29
Trident Ltd.
86
Triveni Eng.&Ind.Ltd 84
Triveni Turbine
34
TTK Healthcare Ltd. 72
TTK Prestige L
25
Tube Investments
28
TV Today Network Ltd 39
TV Vision
39
TV18 Broadcast
39
TVS Motor Co. Ltd.
5
TVS Srichakra Lt
89
Ucal Fuel System
6
UCO Bank
44
Udaipur Cement Works 16
Uflex Ltd.
67
UFO Moviez India Ltd 39
Ugar Sugar Works
84
Ujaas Energy
35
Ujjivan Financial
46
Ultramarine Pig.
31
UltraTech Cement
16
Unichem Labs
72
Union Bank of In
44
Uniphos Enterprises 87
Uniply Industries
54
Unitech Ltd.
24
United Bank of I
44
United Breweries Ltd 11
United Spirits
11
UPL
70
Usha Martin Ltd.
53
Ushdev Internati
87
Uttam Galva Steels
53
V B Industries
46
V Mart Retail
79
V-Guard Ind.Ltd.
33
Va Tech Wabag Ltd.
37
Vaibhav Global Ltd.
29
Vakrangee
23
Vardhman Acrylics Lt 86
Vardhman Holdings
46
Vardhman Textiles Lt 86
Vascon Engineers Ltd 24
Vedanta
62
Venkys (India) Ltd.
49
Vesuvius India
63
Videocon Industries
25
Vijaya Bank
44
Vikas Ecotech L
80
Vinati Organics
19
Vindhya Telelink
13
VIP Indus.
74
Vipul Ltd.
24
Vivimed Labs
72
Voltamp Transformers 76
Voltas Ltd.
30
VRL Logistics Ltd.
56
VST Industries
40
VST Tillers Tr
9
WABCO India
6
Walchandnagar
38
Welspun Corp
53
Welspun Enterprises 24
Welspun India
86
West Coast Paper
69
Westlife Development 51
Wheels India Ltd.
6
Whirlpool of Ind
25
Wim Plast Ltd
74
Wipro Ltd
23
Wockhardt Ltd.
72
Wonderla Holidays Lt 63
Xchanging Solutions 23
Yamini Investments
46
YES Bank Ltd.
43
Zee Entertainment En 39
Zee Learn Ltd.
23
Zee Media Corp
39
Zen Technologies Ltd 23
Zensar Technologies 23
ZF Steering Gear
6
Zuari Agro Chemicals 42

NSE
Code

09/19/16
TFCILTD
09/10/16
TRIL
08/03/16
TRENT
09/13/16
TBZ
08/20/16
TRIDENT
09/21/15
TRIVENI
08/04/15 TRITURBINE
08/01/16 TTKHLTCARE
08/01/16 TTKPRESTIG
07/22/16 TUBEINVEST
08/25/16
TVTODAY
TVVISION
09/26/16 TV18BRDCST
07/28/15
TVSMOTOR
09/16/16 TVSSRICHAK
09/22/16
UCALFUEL
06/23/16
UCOBANK
09/10/16
07/26/16
UFLEX
09/07/16
UFO
09/12/16 UGARSUGAR
09/16/16
UJAAS
08/04/16
UJJIVAN
08/01/16
07/07/16 ULTRACEMCO
07/18/16 UNICHEMLAB
06/21/16 UNIONBANK
06/18/16
UNIENTER
09/23/16
UNIPLY
09/07/16
UNITECH
06/20/16 UNITEDBNK
09/01/16
UBL
09/22/14 MCDOWELL-N
06/18/16
UPL
08/02/16
USHAMART
08/27/16
08/24/15
UTTAMSTL
09/15/16
09/22/16
VMART
09/26/16
VETO
07/16/16
WABAG
07/21/16 VAIBHAVGBL
09/26/16 VAKRANGEE
08/07/15 VARDHACRLC
08/13/16
VHL
08/29/16
VTL
09/23/15
VASCONEQ
06/25/16
VEDL
09/12/16
VENKEYS
04/29/15
VESUVIUS
06/15/16
VIDEOIND
06/18/16 VIJAYABANK
09/24/16
VIKASECO
07/27/16 VINATIORGA
08/12/16 VINDHYATEL
07/18/16
VIPIND
09/18/16
VIPULLTD
09/26/16 VIVIMEDLAB
08/01/16
VOLTAMP
08/09/16
VOLTAS
08/01/15
VRLLOG
08/04/16
VSTIND
08/23/16 VSTTILLERS
07/27/16 WABCOINDIA
02/07/15 WALCHANNAG
06/27/16
WELCORP
09/22/16
WELENT
06/27/16 WELSPUNIND
08/20/16 WSTCSTPAPR
09/24/16
08/01/16
WHEELS
09/06/16 WHIRLPOOL
08/17/15
07/13/16
WIPRO
08/06/16 WOCKPHARMA
07/26/16 WONDERLA
06/21/16 XCHANGING
09/24/16
06/01/16
YESBANK
07/11/15
ZEEL
09/13/16
ZEELEARN
08/01/15
ZEEMEDIA
09/17/16
ZENTEC
07/13/16 ZENSARTECH
09/26/16
08/02/16
ZUARI

I DALAL STREET INVESTMENT JOURNAL

45

Special Report

n the year 2015, as many as 2.41


crore demat accounts were active in a
country having population over 130
crore. A year later, number of demat
accounts in operations shot up to 2.66
crore marking 10.37 per cent rise on a
year to year basis while Indian
population went up by just 1.2 per cent.
As we file this report, official data
suggests NSDL having 1.51 crore demat
accounts under its umbrella while CDSL
is housing as many as 1.15 crore demat
accounts. The numbers above clearly
indicate a significant rise in the numbers
of retail investors participating in the
countrys equity markets irrespective of
its highs and lows. While some call it a
healthy growth, there are others who
believe the rise in numbers of
operational demat accounts is anything
but impressive. Meanwhile stock
exchanges like BSE, NSE, regulatory
bodies like SEBI, broking firms and
other such stake-holders of the equity
markets have been trying to impress the
aspiring investors to come and join the
market bandwagon.
While all the concerned stakeholders
have indeed progressed in line with the

46

stock market growth in India the retail


investors are still left with a feeling that
they have not benefitted as much as they
could and should have. There still is a
lurking feeling amongst majority of retail
investors that stock market is not the
place where decent amount of money
can made. The apprehension in the
minds of retail investors could be a
culmination of several concerns such as
a.
b.
c.
d.

stock market is not safe ,


stock market is manipulative and
prone to scams,
stock market is a casino and
requires tonnes of money to stay
put in the game,
too many factors affecting the
markets makes it
incomprehensible thus making
the decision-making task almost
impossible

In spite of various initiatives taken by the


policy-makers and market regulator i.e
SEBI and healthy market conditions,
there remains a large scope for increase
in the number of operational demat
accounts even in urban India, which is
the top contributor to the total number

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

of demat account-holders in the country.


This is obvious from the fact that the
number of demat accounts remains
abysmally low at one to two per cent of
the entire population. Says a
spokesperson of NSE, The market has
around 13 crore investors, grown
multiple times in the last 10 years. Oflate,
the market has got few products which
are well-researched, small-ticket and
retail-savvy. One such product is
ETF-here too the underlying AUM has
grown five times in the last five years.
The traditional cash market is also
looking better as average volume per day
is growing. New clients are coming to
the market. As an Exchange we are
constantly trying to promote knowledge
on financial markets and products. NSE
organises around 2000 awareness
programmes across India as well as we
try to pitch basic financial education to
students through our partnership with
various central and state boards.
Unfortunately rural investors have been
risk-averse with only 25 per cent of the
total demat accounts being from rural
areas reflecting lack of growth since
2010-11. The penetration of the capital
DSIJ.in

Time and again


across global
financial markets
it has been
proven that retail
investors have a
tendency to
participate in
market only
when the stock
prices are
trending up and have a tendency to sell
when the prices are trending lower. In
other words, retail investors as a group
are prone to buying high and selling low,
which results in losses and scares them
away from participating in the equity
markets regularly. This herd mentality or
whimsical behaviour, so to speak, of
retail investors has been a cause of
concern especially to the regulators and
policy makers. SEBI aims at not only
DSIJ.in

attracting more retail


investors into the
market but also
attempts to change the
investor behaviour in
order to bring in market
stability which is crucial
considering the volatile
nature of the financial
markets.

Source : AMFI

markets in India even today is limited to


a very few states. The top three states
contribute 45 per cent of demat accounts
whereas top ten states in India
contribute almost 84 per cent of the
demat accounts, further emphasising
that majority of investors still do not
consider capital markets as their
preferred investment destination.
Prashant Prabhakaran, President of IIFL
agrees to this phenomenon. We are
working sincere and hard since 1995 to
educate investors and bring them to the
equity markets. The process is longdrawn and we are witnessing responses
now from people even from rural India
but it will take time to woo more
investors from the rural areas in our
country. There is still inertia among
them when it comes to equity
investments, he explains. Nikhil Kamat,
Co-founder of no-frill broking house,
Zerodha, says, New demat accounts in
Zerodha are growing at an exponential
pace. We have added over one lakh
demat accounts in the last 12 months
alone which is five times higher than
what we have achieved in the previous
year. We believe this rate of growth,
while being starkly higher than industry,
speaks about the underlying industry
which is also growing very quickly.

Globally, regulators
have been taking efforts
to promote retail
investor interest in the market and, at the
same time, focused initiatives have been
taken to put in place measures to protect
the retail investors. The idea always has
been to first encourage participation of
retail investors and once they enter the
market, protect them by making markets
fair and safe.
One of the most popular method of
empowering investors that can lead to
making markets fair and safe is investor
education. At global level, the
International Organisation of Securities
Commissions (IOSCO) emphasises the
role of investor education and financial
literacy as a necessary prerequisite for
sound investment decisions. Investor

education becomes more important in


todays environment where financial
innovation has made investment
products extremely complex and
virtually non-transparent.

markets is the onboarding process. We


need to focus on the ease of onboarding
the client and making the activation
process as simple as possible. Also, KYC
norms can be further eased and
streamlined to make onboarding quick
and efficient, says Jain while interacting
with DSIJ. Of late, there has been a lot of
confusion regarding the correct business
model for distributors and advisors of
mutual funds in India. SEBI needs to get
its act together fast and make it a
sustainable business for exponential
growth in retail participation, he adds
referring to the role of the market
regulator.

Siddhant Jain, CEO of SAS Online


believes there are few obstacles when it
comes to bringing in more people in the
equity markets. One major obstacle for
new retail participation in the equity

The increased participation by retail


investors in recent years can be attributed
to increased activity in the primary
markets as it is found that there is direct
correlation between number of demat

Source : AMFI

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

47

Special Report
Nikhil Khandelwal
MD, Systematix Shares & Stocks
In my view, the biggest issue is
the lack of investor education and
distribution penetration for equity
linked products. The brokerage
houses, mutual funds, SEBI and the
exchanges need to do a lot of work
on these lines to ensure that retail
investors get more condence in
participating in the equity
markets.
accounts being opened and the activity in
the primary market. Retail participation
in the equity markets has been constantly
rising since Narendra Modi came to
power. Although the euphoria among
retail investors is not of the same level as
in 1991-92, 2000-2001 and 2008, the fact
that NSE and BSE have seen 6-12 per
cent year on year increase in retail
volumes over the past 12 years, retail
portion of IPOs constantly getting
over-subscribed and the fast growing
MFs AUM (especially with the SIPs
recently crossing the one crore milestone)
shows that the retail participation is
constantly on the rise, Nikhil
Khandelwal, MD of Systematix Shares
and Stocks told DSIJ.

Overall equity participation is still very low in India, especially compared to the
developed economies. However, with a series of IPOs recently and the markets being at
a higher level, retail participation is denitely on an uptick. At SAS also, we have seen
around 30 per cent growth in new account opening quarter-on-quarter over the last
one year. Moreover, retail participation through equity mutual funds has been
increasing quite fast and is now the preferred method for the retail investor.

Nikhil Kamath, Co-Founder & Head of Trading, Zerodha


Increased clarity and education remain the primary concerns for new participants
entering the markets. We have tried to address this by starting Zerodha Varsity, which
is one of the best sources of free online education about the stock markets in the
simplest form possible.This, along with online on-boarding and easing the process of
opening demat and trading accounts by virtue of fewer regulations, will take the level
of access to stock markets in our country higher.
markets perform consistently IPOs - Year Wise (IPOs in Indian Share Market)
Year
No. of IPOs
Issue
Issue
well over a longer period
Amount Raised
Succeeded
Failed
(In Rs Cr)
which our markets have
108
33,946.22
104
4
done over the past few years. 2007
2008
39
18,339.92
36
3
The mid-cap stocks, which
2009
22
19,306.58
21
1
usually are hot favourites
2010
66
36,362.18
64
2
among retail investors, have
2011
40
6,043.57
37
3
done well over the last few
2012
27
6,865.94
25
2
years as reflected in the
2013
39
1,645.87
37
2
performance of the mid-cap
2014
47
1,479.68
45
2
index.
64
11,622.51
64
0
Another interesting aspect of 2015
2016
85
22,287.04
85
0
participation of retail
Source: www.chittorgarh.com
investors in India is the
Interesting statistics reveal that the
dominance of male investors when it
percentage of women considering capital
comes to equity markets. The trend
market as an investment avenue has
remains unchanged with some signs of
remained constant and relatively low at
increased female participation in equity
less than 25 per cent. Hence, to improve
markets via mutual funds. This is the
situation on the ground, notwithstanding retail participation numbers, the need is
to encourage more and more financially
the general perception that over the last
independent female investors to start
few years women have increasingly
DS
chipping in.
become financially independent.

48

Source : CDSL

Source : NSDL

Even as market corrections scare away


retail investors, it is seen that
participation improves slowly but surely
as investors regain lost confidence when

Siddhant Jain, CEO & CO-Founder SAS Online

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

Cover Story

Dont be just GOOD,


do it BETTER while
investing

D
O
GO

t
t
e
B

Who does not wish to be a better investor and smarter too


especially in these days when there are several instruments
available around us to invest our hard-earned money.
Lohit Bharambe and a team of experienced research
professionals from your favourite investment fortnightly bring
this exhaustive report guiding you through the journey of
being a better investor.

50

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

r
e
t

ejalbhai Mehta has a


flourishing business of car
rental while also working for
a private sector insurance
company at a senior level in
Ahmedabad. The amount of
money he earns from his part-time
business, mostly monitored by his wife,
Rajalben, is invested in the equity
markets, real estate and also in precious
metals. In his early forties, Mehta using
his exposure in the insurance and stocks
markets, judges himself as a good and
wise investor. But on November 9 this
year, when markets across the global
DSIJ.in

witnessed a freefall on the wake of


outcome of the US Presidential elections
and India faced the worst as the
government in the previous night
scrapped both `500 and `1000 notes,
Mehta lost a huge chunk of money in the
markets. He confided to his friends that
although he had been a good investor,
he was not really a better and smarter
one. After witnessing the bloodbath on
the Dalal Street on that Scary
Wednesday, Mehta now wishes to
understand the world of investments
better and also in a smarter way. His
depleting wealth has become a big
concern not only for him and his family
members but also for the friends around
him who used to take market related
cues from him while investing.
Investing in stocks, properties, metals,
mutual funds, insurance and several
such products can be termed as a
straight and simple human instinct. Each
one of us wishes to see a better tomorrow
and investment decisions are mostly
taken to achieve the said goal. Being an
investor is a simple thing but being a
better investor is not that simple. It
requires loads of persistence, tolerance,
patience, power to take right decisions,
identifying the right moment, right
instrument and right avenue in the
world of investment.
It always has been our endeavour in the
Dalal Street Investment Journal (DSIJ)
since last 30 years to help you taking the
right investment decisions. Using this
report also, we make a sincere attempt to
remind you about the paths to be taken
and also not to be taken while becoming
a better investor and smarter too. We
have also done a survey of readerinvestors by asking them 10 questions
and analysed their responses in detail to
ascertain their take on successful
investing in capital market. While
reading through this cover story
package, you will also get to know the
outcome of the survey in which a very
large number of reader-investors have
participated.
When it comes to investing your

hard-earned money, the first thing that


comes to anyones mind is how to
multiply his or her wealth going forward.
There are various options available in the
capital market, but to pick one that is
right is the key to multiplying wealth.
Another important step on the way to
become a better investor is the process of
proper allocation of funds.
Here are some important tips to our
reader investors while investing in the
capital marketstart early,
understanding ones risk appetite,
setting up a goal, investing for tax
gains, long-term investments,
understanding the business of the
companies where you are parking your
money. Also there are clauses like
knowing promoters of the companies,
being aware of falling stocks, being
consistent, averaging investment costs,
regular investments, no to panic sell,
focus on assets allocations, regular
monitoring portfolios and also not
having regret like Mehta.

Let us pick five or six most


important ones among all of
these clauses.
Understand your risk appetite:
One of the major factors that should
be considered before investing is the
investors capacity to take risk and
ability to sleep well even during
turbulent hours and days. You need to
allocate money to your equity
portfolios accordingly. Abhijit Bhave,
CEO of Karvy Pvt Wealth, explains,
Dont put all your eggs in one basket.
We have learnt this age-old wisdom in
our school linking this to investment
is important. Simply put the jargon
asset allocation means we should put
our investments across asset classes
like real estate, gold, debt and equity.
To arrive at this right asset allocation,
it is important to assess your riskprofile which is a combination of your
demographic, psychological make-up
and your presence circumstances.
Invest for tax benefits:
The profits on equity shares traded on

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

51

Cover Story
the stock exchanges in India held for
less than 12 months are taxed at a flat
rate of 15 per cent. However, in case of
short-term gains, though the shares are
listed in India, your liability on such
short-term gains will depend on the
slab rate applicable to you.
However, if you hold stocks for more
than one year, then you will not be
liable to pay any tax on such
investments, which is quite attractive.
Any dividend received on shares held
in an Indian company is fully
exempted from payment of tax.
However, the company is required to
pay a tax called Dividend Distribution
Tax on such dividend at the rate of 15
per cent on such dividend. So
effectively 15 per cent tax on your
behalf has been paid by the company
on the dividends received by you.
Explaining the issue, Bhave further
says, Ignoring the tax implications of
particular investment could reduce
your returns substantially. Apart from
the risk return, it is equally important
to know what your tax outgo would be
before making an investment.

52

Invest over the long term:


There is no shortcut to growth.
Invest systematically and consistently
over a period of time to make big
money.
Average your investment price:
Averaging the price of your shares
makes sense when macroeconomic
factors are not favourable for the
markets. However, while doing so, one
must be sure that the share price of the
company is not declining due to
reduction in earnings or something
has gone wrong fundamentally with
the company. So, before putting your
money into an investment, know the
potential downside before it occurs
rather than after.
Dont sell in panic:
One should not sell stocks in panic
when your goal for investment is
long term. There are various events
and developments that trigger sharp
fall in the market, such as surgical
strike by Indian Army, BREXIT from
European Union, etc. The stock market
witnessed selling pressure due to panic
selling in these instances, but once the

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

dust settled, the market recovered


within a short time. Also, one cannot
predict the recession leading to the
crash of equity markets that happened
in 2009.
If you look at the returns of BSE Sensex
since its inception, you will be surprised
to know that one rupee invested in 1979
has grown to `229.66 today. The graph
below shows that keeping faith in your
investment and being opportunistic is
very important in the market, although
there are many companies that were part
of BSE Sensex in 1979 but are not part of
the todays Sensex. So one does not need
to stay invested in index stocks only, as
there are many factors leading to the
entry and exit of companies from the
market indices.
While investing in stocks, one needs to
be more cautious. One should review the
portfolio of stocks at least once in a
quarter. It is not a good idea to watch
your portfolio movements on a daily
basis, unless there is strong stock-specific
reaction in your portfolio.

DSIJ.in

^A Check On Emotional Stability Is Also Important_


Investing is not a perfect science and one learns and improves along the investing journey, says Amit Joshi, CIO, Bajaj
Allianz General Insurance Company

Who do you dene as better investors in


todays dynamic environment?
To become a better investor is more of a journey than a
destination, as you keep learning with your investment
experiences. There cannot be a precise definition of a better
investor, however there are certain traits which are likely to
help a person become a better investor. Discipline, thorough
analysis, understanding of human behaviour, emotional
stability and ability to process quantitative and qualitative
information are some of the key traits which will help in
making better investment decisions. The world is changing at a
rapid pace and to be able to foresee the emerging trends will
require all these traits and more to invest profitably.
What are your ve principles on smart
investing? As I have mentioned above:
1. Disciplined process this will help in maintaining a
framework which in turn will help in filtering out noise
2. In-depth analysis Try to learn and understand all you
can about the company you want to invest into.
3. Understanding of human behaviour How the
management behaves in good times and bad
4. Emotional Stability Will you stick to your decision in
case of a downturn?
5. Ability to process quantitative and qualitative
information

The list can be longer as each investor would have his


own set of rules and processes. Ultimately, investing is
not a perfect science and one learns and improves along
the investing journey.
What are the most common mistakes made by
long-term investors?
Each investor has a repository of mistakes made over the
investing life. The trick is to learn from them and not repeat
them. One of the most common mistake, I have noticed is
falling in love with a stock/sector and ignoring the message
which the financials and fundamentals are delivering. This can
be a painful mistake as it gets magnified with the passage of
time and very difficult to correct if one is holding a significant
position in the stock.
Which, according to you, are the best
investment avenues available in India today?
Equity as an asset class is likely to provide better inflationadjusted returns in India. The economy is looking up after a
long period of slowdown and there are exciting investment
opportunities available across the market. A disciplined
investment strategy in equities is likely to benefit the portfolios
in a 3 to 5-year horizon.

^Keep A Watch On Assest Allocation_ - Nelson Lacey, Director of CAIA Examinations.


How would you distribute `100 into different
asset classes?
I must admit this is a difficult question to answer. I would want
to know the type of investor that Im advising, the universe of
choices that I realistically can mobilize, the investment
horizon, and perhaps even the tax regime that Im operating
under. But lets consider a retail investor that is asking for some
smart portfolio allocation over a one-year horizon that does
not have any unique or special requests. Here are a few
allocations with very interesting characteristics (note that
UCITS are liquid alternative investment strategies that adhere
to UCITS regulations):
January 2008 February 2016

60% World Equity, 40% Global Bond


50% World Equity, 40% Global Bond, 10% UCITS
Equity Long Short
50% World Equity, 40% Global Bond, 10% UCITS
Fixed Income
50% World Equity, 40% Global Bond, 10% UCITS
Volatility

DSIJ.in

Average Standard
Return Deviation

Maximum
Drawdown

1.80%
1.90%

12.0%
10.7%

-36.6%
-32.5%

1.90%

10.5%

-32.1%

1.80%

10.1%

-30.0%

The main point in showing these data is not to find the best
combination of risk and return, as these are time period
specific, but instead to point out that even retail investors can
access interesting combinations of traditional and alternative
investment choices. If I were a retail investor, Id be very
interested in an asset allocation that goes beyond traditional
investment choices.
So now lets consider the institutional investor. Given the
maximum flexibility enjoyed by accredited investors, the
choices available are quite diverse, potentially complex, and in
some cases very attractive. I offer as one example the significant
change in the investment landscape of university endowments
that have embraced the private equity asset class and have
achieved (in some cases) terrific results over many years time.
The same can be said for other illiquid asset classes, such as
commercial real estate and infrastructure.

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

53

Cover Story
Investors' Survey Outcome
(October 2016) 400+ Responses
For investing do you follow

14 (3.98%) Technical Analysis

136 (32.77%)

127 (36.18%)

Fundamental Analysis

(5.9%) None of These

For equity investing you prefer

48 (9.8%)

Listening to Experts

244 (50.72%)

Self Study and Decision

7 (1.45%) None of These

Growth Investing

11 (2.4%) Passive (Index) Investing

79 (19.17%)
130 (31.55%)

Value Investing

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

Only Market Timing


Only Research

(8.49%) Only Trading Ability


There is no Fixed Formula

You believe smart investing is buying


fundamentally good stock
102 (24.28%)
40

22 (4.9%) None of These

54

Conrmed Tips

168 (40.77%)

For above average returns you follow which


investing philosophy
7

196 (44.44%)

Research

To make money in market you think

35

(12.88%) Hiring Expert

212 (48.07%)

Having a Portfolio Approach

168 (34.35%)
All The Abover

Money Management

155 (31.69%)

FII & Promoter Holdings

134 (30.80%)

You believe Smart investing is all about


118 (24.13%)

Expert Views

115 (26.43%)

62

Valuation

151 (34.71%)

168 (34.92%)

Upto 3 Years
Upto 5 Years

75 (18.07%) Upto 10 Years

For better results (returns) you focus on

35 (8 %)

84 (20.24%)

Upto 1 Year

120 (28.91%)

Both Technical &


Fundamental Analysis

189 (53.84%)
21

You invest with a time horizon of

When it is close to 52 week low

(9.5%) When it colose to 52 week high

125 (29.76%)
153 (36.42%)

Falling Sustantially
from its recent highs
Rising substatially
from its recent lows

DSIJ.in

You believe in intraday trading (%)

You mostly trade based on rumour & tips (%)


9

79
21

No
Yes

10

15
85

YES
NO

Graph 1 :- Referring to this graph, we observe that


majority of the retail investors believe both technical
analysis and fundamental analysis are crucial to act smart
at investing game. Interestingly, only 4 per cent believe
that technical analysis alone is good enough to crack the
stock market code.

Graph 6:- While 41 per cent of the investors surveyed


believe there is no xed formula for making money in the
markets only 8 per cent of the investors think trading
ability crucial to make money consistently. Almost 19
percent of the investors think market timing will help
make money in the equity markets.

Graph 2 :- As per this illustration, as many as 33 per cent


of the investors believe that they are willing to stay
invested for till atleast one year to make money in the
equity markets. On the other hand, 29 per cent of the
investors prefer investing for upto three years in the
equity markets to create wealth.

Graph 7 :- You can gure out from this graph that focusing
on the age old question of which style is better for smart
investors, almost 48 per cent of the investors believe
adopting growth investing strategy is most important
when it comes to generating above average returns while
a good 44 per cent believe adopting value investing
techniques to build portfolio will help them make above
average returns. There seems to be a slight preference
among investors towards growth investing when it comes
to generating excess returns in the equity markets.

Graph 3:- Valuations remain the single most inuential


factor which investors pay heed to when it comes to
analysing markets as the survey ndings note. According
to the survey, 35 per cent of the investors pay heed to
Valuations and almost 31 per cent suggested they will
look at valuations, expert views and FIIs & promoter
holdings in the companies to make their better and smart
investment decisions.
Graph 4 :- The survey indicates almost 34 per cent of the
investors believe research is the most important factor
that can help investors become better ones whereas
almost 32 per cent of the investors believe having a
portfolio approach is the most important factor towards
becoming a better investor.
Graph 5:- As per this illustration, when it comes to hiring
experts for their investments, investors seem yet not
ready. Only 13 per cent of the investors who took part in
this survey think hiring market experts is the best way to
go ahead with their equity investments whereas 51 per
cent of the investors believe in self-study & self-decision
making to beat markets consistently. An impressive 35
percent of the investors surveyed think listening to
experts is crucial.

Graph 8 :- Investors when asked about their views on


when to pick fundamentally good stocks to generate
excess returns 36 per cent of the investors suggested that
a good quality stocks should be picked when it has risen
substantially higher from its recent lows and almost 28 per
cent believe it is a good strategy for investors to buy
fundamentally qualied stock that has fallen substantially
from its recent highs. 24 per cent of the investors think it
is a good idea to accumulate stocks with strong
fundamentals that are trading close to their 52 week lows.
Graph 9 :- Almost 79 per cent of the investors said they
do not believe in intra-day trading to make money in the
markets. As many as 21 per cent of the investors
surveyed, revealed that they prefer intra-day trading
techniques to create wealth in the equity markets.
Graph 10 :- This graph interestingly reveals 15 per cent of
the investors agreed to trading based on rumours and
market buzz & tips while almost 85 per cent of the
investors do not agree on trading based on rumours and
tips for making money in equity markets.

( Survey Carried Out By Poonam Singh)


DSIJ.in

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

55

Cover Story
^Stay Grounded And Keep Learning_
Focus on earnings of the companies you own rather than their share prices to make as much money as the companies make,
advises Raamdeo Agrawal, Co-Founder & JMD, MOTILAL OSWAL FINANCIAL SERVICES

It is often said that investment is more of an


art than science. Do you agree?
Yes, particularly if investment is for a limited period. But for the
longer run, it is more of a science than art.
As an individual, how should one focus on
becoming a better investor?
First is to understand the difference between speculation and
investing. Second, understand the power of equity. Third,
understand the power of compounding. If you understand all
these three things, you will have enough motivation to become
a better investor.
In your view, does a formal training help
investors in honing their investing skills? What
sort of training is advisable? Any example you
would like to share with us that suggests
improvement in performance post formal
training?
Working in a good investment house and reading investment
books/journals is a good starting point. Later on, you must
learn to invest your savings in a most optimal way. Your
incentive structure will make you better by the day. Passion for
equity will be a big differentiator.

In a world of so many wannabes, only a few are


successful investors. What are the common traits of
successful investors? How can an individual
investor adopt, imbibe and develop such qualities
in himself?
There are million ways of making money. One has to find ones
own style and philosophy of investing. Some of the qualities
such as using common sense to understand the value of the
company as distinct from the price is the most important habit.
Second thing is the reading habit. Phelp has said that to make
money in the stock market, you need to have the vision,
courage and, above all, patience.
According to Warrant Buffet, one should not
try to predict general business uctuations or the
direction of the stock market. What should a
retail investor learn from this advice?
You must focus on earnings, earnings, and earnings of the
companies you own. Dont bother about what the market is
doing. You will make as much money as the company makes.
What are the few right things an investor
should do to become a better investor?
Stay grounded and keep learning.

^Set Your Goals And Stick To Your Plan To Be Successful_


Investors should assess their risk prole, investment time horizon and objectives and accordingly decide the ideal asset
allocation to suit their needs, says Kaustubh Belapurkar, Director-Fund Research, Morningstar Investment Adviser India

nvesting is neither purely a science nor an art; it sits


comfortably somewhere in between the two. Often
investors wonder what the one mantra to be a good investor
is, and the simple answer is that there is no one right approach.
Every investor needs to find his or her comfort zone. Investor
behaviour plays a very important role in investing and thats
what makes it more interesting. While there is no one size fits
all approach that can be used, there a few guiding principles
which can certainly help everyone in becoming a successful
investor SET YOUR EXPECTATIONS AT THE OUTSET.
The foundation to any successful investment portfolio is to
spend a considerable amount of time understanding your risk
profile, time horizon and investment objectives. Assessing risk
and other parameters is not an easy task, but it must be done.
Each investor should ask himself/herself questions like What
would I do if my investments were to crash 20% tomorrow?,
What is the end objective of this investment portfolio?, Do I
need some or all of this money in between. These are crucial
inputs for ascertaining the ideal asset allocation for ones

56

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

investment portfolio. Investors should assess their risk profile,


their investment time horizon and objectives and then
accordingly decide what would be the ideal asset allocation to
suit their needs. Setting expectations right at the outset goes a
long way in feeling confident about your investment decisions.
DO YOUR OWN RESEARCH
While seeking professional advice for investing is
recommended, do not follow blindly everything you are told.
Make sure you spend some time understanding the nuances of
investing and the products you will be investing into. Its your
money after all!!
Investors should not be swayed by recent returns; rather the
focus should be on longer term risk-adjusted returns. It is
important to note that fund managers may go through phases
of underperformance over the short term, but good managers
will deliver excellent risk-adjusted returns over the longer term.
Thus, even if the fund you are invested in underperforms in the
short term, do not redeem in a hurry, stay invested for the long
term to reap the benefits of mutual fund investing.
Start early and be regular with your investments
DSIJ.in

^Asset Allocation' Is Your Key To Gain Immunity From Turbulence_


Head of Research at IIFL Wealth, Amar Ambani in an exclusive Q&A with Abhijeet Gosavi touches upon certain lesser
covered aspects of investing that may help you become a better investor

Almost every advisor talks of asset allocation


but lay investors often have little clue how to go
about it. Your thoughts?
The role of prompt and prudent asset allocation cannot ever be
over-emphasised. Asset allocation is the key to protect you from
market highs and lows that otherwise threaten to erode your
capital. For lay investors to appreciate the essence of asset
allocation, it needs to be demystified. Put simply, asset allocation
is the distribution of investments among different asset classes in
line with ones financial bandwidth (how much you can afford to
invest), risk appetite (how much risk you are willing to bear) and
time horizon (how long you intend to stay invested).
Wont judicious diversication within the
equity class be a good strategy?
Contrary to popular perception, asset allocation is not about
diversified equity investments alone. Every asset class has its
pros and cons, and it only becomes rewarding or risky
depending on the prevalent market conditions. For a
wholesome investment basket, even less glamorous fixed
income options like tax free bonds have their place of pride. A
handy thumb rule for bond investments is to invest a percent
equivalent to your age. So if you are 35 years old, you should
put close to 35 per cent in bonds and reserve the rest for
investment in equity and other asset classes.
So, its about a combination of equity and debt?
Its more than that. Given the perpetually uncertain times that we
live in, one can gainfully, consider Gold investment for instance,
as an effective risk mitigation strategy. Market neutral strategies
make lot of sense in uncertain times wherein one buys and sells
stocks to neutralise exposure to the overall market and generate
positive return irrespective of the markets' direction. It's most
important to set some cash aside such that you dont have to
prematurely pull out securities for want of liquidity.
Is it ever possible to time the market?
Never. Investors would be better advised to go for Value Cost
Averaging (VCA) instead. Lured by the pet emotions of greed
and fear and fuelled by the desperate urge to time the market,
people end up buying when markets are soaring and selling
when markets are falling. VCA helps you make investments at
regular intervals, ensuring portfolio value growth at every
instalment period, regardless of market direction. It effectively
helps you reduce the average cost price in a disciplined manner,
by allocating higher to an asset class that has underperformed
while making part booking in the ones that have soared.
Are ETFs a better bet than mutual funds?
I am going to differ from popular theories on this one. This is
not what you will hear from the commercially inclined
DSIJ.in

proponents of ETFs who make a win-win case for ETFs. In my


opinion, actively managed equity schemes are better than ETFs
in Indian context. It's always better to pay AMC fees and bank
on the experience and expertise of a professional fund manager.
Unlike overseas markets that are highly mature, India still offers
a huge potential for market outperformance which is why
actively managed equity schemes tend to do well.
How does one choose a scrip? What are the
key myths and realities involved?
Think of every stock as a means of partnering in the given
business at a price and then evaluate your options. Look at the
stock value and not the level of the Nifty. Price-to-earnings (P/E)
is a guide but don't solely rely on this one parameter. Besides, one
cant ever ignore the need for prudent financial and business
analysis, and the highly rewarding virtues of discipline and
patience. Also note that a `5 stock is not necessarily cheaper than
another available at `1000. Price is what you pay and value is
what you get. And contrary to popular perception, a great
company is not always the best stock to buy.
Its also imperative to expand ones knowledge horizon by
reading a few good books by renowned thought leaders. I
would highly recommend Benjamin Grahams The Intelligent
Investor, Warren Buffets The Essays of Warren Buffett: Lessons
For Corporate America, Peter Lynchs Beating the Street and
Robert Kiyosakis Rich Dad, Poor Dad.
Whats the key to successful investments?
In a nutshell, its about keeping winners and selling losers.
When you get into the habit of making constant reviews, youll
know whats not working as expected. And if the review is
honest, you wont get unduly emotional about any investment.
For this reason, its crucial to have only as many stocks as you
can monitor without much stress. The key to successful
investments is capital preservation but there are no short cuts to
it. Regular monitoring is not an option, its a must.
Is tax a key inuencer in investment decisions?
Dont invest in an instrument simply because it offers some tax
advantage. Make sure these investments meet your investment
objectives before locking in the said funds.
Having said that, investors should always evaluate returns on a
post-tax basis. For instance, if you sold a house and had the
option to either be taxed at 30% and then reinvest the residual
proceeds in equity or be tax-exempt by investing in an interest
bearing Capital Gains bond for 3 years, what should you do?
Some may outright go for equity. But remember that post tax
residual amount of Rs70 after the sale will need to grow back to
~43% in 3 years just to get back to the original amount of Rs100.
NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

57

DS

Cover Story

^Success Mantra: Buy At A Discount And Sell At A Premium_

The key to successful investing is to do ones homework diligently before investing and to avoid the herd mentality, says
Ramnath Venkateswaran, Fund Manager Equity, LIC MF

nvesting is basically the art of buying assets which are at a


discount to their intrinsic value and selling them when they
become expensive. This activity involves a difference of
opinion with the seller when one is buying and the buyer when
one is selling.
Hence, the longer term success of an investor depends on two
critical factors:
1) Have a better understanding of the asset compared to the
average market participant(s)essentially involves basic
accounting, mathematical and valuation skills;
2) Behave differently than the average market participant(s)
involves avoiding widely prevalent behavioural traits. Both
these attributes require fair amount of preparation and
conscious effort. Wise and distinguished investors have
stated that these are life-long activities that need careful
nurturing.
BASIC FINANCIAL AND VALUATION SKILLS
Key capabilities that need to be developed for assessing an asset
are
1) Basic accounting skills, which help understand financial
statements and key financial ratios to assess the health of a
company. An investor can attempt to at least gather the
historical financial data on the companies of his interest.
2) Read up on the annual reports of companies, note down the
key takeaways and look out for any red flags.
3) Always invert your financial decisions, e.g. in case one buys a
particular stock and expects to make an X% CAGR over the
next five years, will that market price make rational sense at
that level? Will the incremental market capitalization be
driven by cash flows from existing businesses or involve
new income streams or will it be led by higher multiples
ascribed by markets?

BASIC BEHAVIOURAL TENDENCIES TO AVOID


Human beings have a tendency to be comfortable in a group,
act and think alike. This may be explained by our genesour
forefathers lived in fairly hostile environments, being in a group
provided them necessary protection against physical harm and
was a necessity for them. However, this is a trait that can be
quite harmful in financial markets. Investing hard-earned
money based on hear-say or an interview of a market expert
without independent reflection can result in serious financial
harm. Developing a true insight on a company and assessing
the probability of success requires careful examination. Most of
the opinions voiced by ones acquaintances are not based on
thorough study or sound logic and a moments reflection can
lay bare their recommendations. Implication for investors is
that one should avoid acting on tips and never allow others to
do the thinking on their behalf.
One of the insights from behavioural finance is that losing
`100 is nearly twice as painful as gaining `100. This

corroborates with our personal experiences we remember


the harm that somebody has caused us rather than recall the
many generosities someone has extended to us. Since the
market movements in the short term are fairly random,
probability of upside is equal to the downside in short time
periods. Constant viewing of prices will show almost equal
number of periods when the price moves downwards as it
moves upwards. The periods of downside are likely to cause
more emotional pain than the pleasure that one gains during
the periods of upside. Normal human behaviour will be to
reduce this emotional pain and sell during one of the periods of
downside. Natural corollary of this behavioural tendency is to
avoid looking at daily price movements and look at your
portfolio only after a period of time, say on a quarterly basis.

^When The Taxman Calls_ - Abhijit Bhave, CEO, Karvy Private Wealth
Simple framework SLR - It helps to build our investments on
the SLR Framework or Safety, Liquidity and Returns. For an
important near-term goal like making the down payment for
your home, the investment would have to have high safety and
liquidity and hence compromise on the return. However, for
your childs education, which may be 10 years down the line,
one should typically invest in equity instruments that offer
compounding growth, higher returns and liquidity, but may
inherently have more risk.
The essence of any financial planning exercise is to convert our
lifes dreams into financial goals and ensure goal-based
investing to achieve these dreams.

58

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

The taxman comes calling Make tax-smart


investments
Ignoring the tax implications of a particular investment could
reduce your returns substantially. Apart from the risk-return, it
is equally important to know what your tax outgo would be
before making an investment. For instance, an individual in the
30% tax bracket locking in money in a fixed deposit with 7.5%
p.a. interest would give a net return of 5.25%. The same amount
invested in a debt mutual fund would probably fetch a return of
8% p.a. and if held for more than three years, have an
indexation benefit, thus reducing the tax outgo substantially.
Similarly, equity (where returns are tax-free after one year),
PPF, EPF, ELSS and NPS are investment avenues having greater
tax-efficiency and hence higher returns.
DSIJ.in

Stay Informed, Stay Away From Rumours And Panic -Be A Better Investor Even In Crisis
Strengths
Government reforms, improving corporate earnings
Patience, keeping faith in investment
Strong regulatory framework for investors protection
(from SEBI, Government, RBI, etc)
Nil income tax liability for holding period of more than
one year

CONCLUSION
Benjamin Graham, Warren Buffet or even our very Indian
investment gurus like Rakesh Jhunjunwala, Shankar Sharma
believe that money will be made over a long run rather than
short term period. While investing in equities, one should
invest in the markets systematically to get benefit to enter in
every point of the capital markets. Investors must keep
patience on both sides of the markets such as positive as well
as negative scenario and set focus on specific goal.
Whenever there is a turbulence nationally or internationally,
ideal investors should hold their investment rather falling
into panic selling. Take the case of November 9 when a large

Opportunities
Study market valuations to enter the stocks
Panic selling in the market is an opportunity to enter at a
discounted price
To see falling market from a sale perspective, e.g. 5% or
10% discount offers on stocks
Government reforms for various sectors

number of investors opted for panic selling of their


portfolios as Donald Trump won over Hillary Clinton in
the US Prez elections--the Sensex recovered over 1000
points from the day's low and panic selling really did not
help. So one must get a proper understanding of such
external factors and then only act.
Though there are various ways to become a better investor,
one must also need to be optimistic. Don't follow the suit
even if you find your friends and colleagues are going for
heavy selling in crisis. Stay informed and take informed
decisions--that is what matters in case of crisis. Nothing is
permanent, not even fall in the markets. We find more
people lost money in panic--the better and smarter
DSIJ.in

investor stands out in such situations.


Also we will say that just believe in the companys business to
make your money grow gradually. One can put money on
instalment basis on specific time horizon. One should diversify
equities in the portfolio. After studying the SWOT analysis for
investors, one should try to overcome weakness in the markets,
grab opportunity and one must hold even while facing threats.

Weakness
Corporate governance issues
Banking NPAs
Global and domestic geopolitical issues and concerns
Unpredictable market reaction over uncertain events
leading to sharp volatility

From the above, one can say that investors should keep away
from the myths of the stock markets, myths like investing in
stock market is a gamble. The fact is that one can expect
inflation-adjusted rate of return from the capital markets,
especially so in the light of falling interest rate regime. This is
evident from the fact that over the long term, BSE Sensex has
given 15.83 per cent CAGR over a period of 37 years i.e. from
the inception of the benchmark. One should be hopeful and
patient enough to reap returns over the long term, rather than
being greedy for high returns in a short run. If you are invested
in a company, it may become a multi-bagger depending on the

Threats
Scams may hit the market like a bolt from the blue
Upcoming major events at macroeconomic levels may
cause turbulence
Recession type selling in the markets
Trend of economic cycle between expansion and
contraction

prospects of business it is engaged in and the opportunities to


grow going forward. Also, one must have specific industry
perspective and be aware of changing macroeconomic factors
in order to become a smart investor.
Stay invested and be happy.
NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

DS

59

Communication Feature
The World must turn to the
Sun to power our Future. As
the developing world lifts billions of
people into prosperity, our hope for
a sustainable planet rests on a bold,
global initiative.
- Narendra Modi

Featherlite Switches
On To Green Lights

rbanization and economic


development are leading
to a rapid rise in energy
demand in urban areas
resulting in enhanced
Green House Gas (GHG) emissions.
Several Indian cities and towns are
experiencing rapid growth in the peak
electricity demand.
The local governments and the power
generation units are finding it difficult to
cope with this rapid rise in demand and
as a result, most of the cities and towns
are facing electricity shortages and
frequent shutdowns leading to
production and man hour losses.
Alternative sources e.g., in-house DG
sets are expensive, clumsy and highly
pollutant. Both Central and State
Governments are extensively promoting
alternative sources of energy to meet
growing demands in rural and urban
areas.
With around 300 days of Sunshine every
year, India has amongst the best
condition in the world to harness Solar
Energy. Rapid expansion of solar power
can improve the quality of life of Indians
especially poorest of poor. It can also
create thousands of jobs in the Solar
Industry besides improving
environment, productivity and general
health.
The Central Government has initiated
various programmes in the urban areas
to promote solar power for homes,
hotels, hostels, hospitals and industries
by execution of Solar Photovoltaic
Systems (SPV). The SPVs can be
installed on fields, open areas and
rooftops of the buildings and generate
substantial quantity of power to meet
in-house demand as well as feed into the
Power Grid.
Karnataka Government has initiated

60

Rooftop Solar Generation Scheme for


Industries and Farmers in the state
wherein the producer can feed surplus
power generated by the SPVs to the grid
and help reduce the demand supply gap.
Featherlite, besides being a leading
Furniture Manufacturer in India is also a
responsible Corporate Citizen. The
Company has achieved prestigious
certifications e.g., Business and
Institutional Furniture Manufacturers
Association (BIFMA) Platinum,
ISO-9001, ISO-14001 and ISO-18001
based on various safety, health and
environmental initiatives. The Company
has also achieved Zero discharge and
100% recycling of its solid waste
materials.

Bangalore has a rooftop area of 70,000


sqft. The Company has utilized every
available roof space including canteen,
two wheeler stand, car parking area and
canopies besides the main
manufacturing unit in order to maximize
the power generation.
A total number of 3,000 solar panels
each generating 320Wp of power per day
have been imported from Canadian
Solar Inc. String inverters (16 numbers)
manufactured by Delta Power Solutions
Pvt. Ltd. support the power generation
and transmission to Power Receiving
Yard. The system has been integrated with
State power supply Board and surplus
power generated is fed into the grid.
The system will produce 1.5
million units per annum of
which 0.5 million units will
be fed into the grid lighting
scores of households.

The Company is one of the first


manufacturing unit in the state of
Karnataka to not only sign an MOU with
the State Government but also to
implement and generate 1 MW Solar
Rooftop Photovoltaic system (SRTPV)
on an industrial building.
The State of the Art manufacturing
unit located at Hejjala, 20km from

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

The plant was erected and


commissioned by a team of
well trained Engineers from
M/s.GreenSol Renewable
Power Pvt. Ltd., Bangalore
and Featherlite in a record time of 30
days.
This major initiative by the Company has
reaffirmed Groups commitment to
minimizing environment degradation by
reducing Carbon Footprint and helping
the Government to achieve Electricity
for All by 2020 goal set by the Prime
Minister.
DSIJ.in

Investment Horizon
Query-Specific

QueryBoard
MANDHANA INDUSTRIES

GEI INDUSTRIAL SYSTEM

I am holding 1000 shares of Mandhana Industries at


55/share. Is it good to hold or sell it now?

I hold 100 shares at `50 per share. Should I hold or


exit?

- Arun

BSE/NSE Code

533204/ MANDHANA

Face Value
CMP

EXIT

- C.M. Sitapara

BSE/NSE Code

530743 / GEINDSYS

`10

Face Value

`10

`28.55

CMP

`4.40

52-Week

High `124.55 / Low `16.93

52-Week

High `14.75/Low `2.71

Your Current
Prot/(Loss)

---

Your Current
Prot/(Loss)

---

andhana Industries business segments includes


textiles and garment. Products in the textile segment
include greige and finished fabrics, including cotton
textiles, yarn dyed fabrics, embroidered, embellished and
blended cotton fabrics, including cotton blends with nylon,
lycra, viscose and melange. Mandhana Industries has on
October 22 received in principle approval from Bank of Baroda
for supplication for Strategic Debt Restructuring and the
company is awaiting for the advice and approval of the
members banks. On the financial front, gross sales of the
company stand at `1,684.98 crore which has increased by 11 per
cent YoY. PBIDT for the fiscal has grown 16 per cent and stands
at `282.60 crore. PAT of Mandhana stands at `83.09 crore,
registering an increase of 40 per cent. The balance sheet looks
healthy as its reserves and surplus has grown 15 per cent YoY.
The trailing twelve-month P/E stands at 1.42 which is very low
as compared to the industry P/E of 23.74. The company has a
low interest coverage ratio and has maintained a ROE of 13.87
per cent during the last three years.
The valuation of the company is quite low and the share price of
the company has fallen in the last 3 months. Therefore, we
recommend our reader-investor to EXIT the stock.

EXIT

EI Industrial Systems is known as a specialist in heat


transfer technology with an unbeatable track record in
the oil, gas, power and compressor business with
equipment installed in all the six continents of North America,
South America, Europe, Africa, Asia and Australia. The product
range of the company includes air cooled steam condensers, air
cooled heat exchangers, water-cooling modules and air blast oil
coolers, radiators for gas and diesel engines. The financial
numbers of the company have been disappointing. In the
financial year ended March 2016, gross sales stood at `34.87
crore, recording a fall of 52 per cent as compared to previous
year. The company in this fiscal posted a loss of `45.01 crore. In
the previous year too, the company had posted a net loss of
`60.48 crore. Moreover, the net worth decreased in FY16 by 65
per cent YoY. The company has a market capitalisation of
`8.66 crore and has delivered a poor growth of -34.60 per cent
over the last five years. The companys ROE during the last three
years stands at -43.56 per cent. On the other hand, the trailing
twelve-month P/E is 0. The ROCE in this fiscal stands at -6.20
per cent. Interest coverage ratio is low and for the fiscal stands
at 1.16. On the valuation front, the company faces tremendous
challenges and hence we recommend our reader-investors to
EXIT the stock.

Readers are requested to send only one query at a time so that more readers get a chance. For complaints regarding non-receipt of
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Company Name:

DEMOCRATIZING WEALTH CREATION

Vol. No. 31 No. 25


17

Query:

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DSIJ.in

Email:editorial@DSIJ.in

NOV 14 - 27, 2016 I DALAL STREET INVESTMENT JOURNAL

63

Investment Horizon
Query-Specific

QueryBoard
SICAL LOGISTICS

PNB GILTS

What is the prespective of the stock. Should I Buy?

I am holding 1000 shares in the company. I had


bought them at `28 per share. Please advise.
- Milind Mathure

- Neha Negi
BUY
BSE/NSE Code

520086 / SICAL

BSE/NSE Code

532366 / PNBGILTS

Face Value

`10

Face Value

`10

CMP

`197.75

CMP

`37.80

52-Week

High `256.00/ Low `119.00

52-Week

High `43.90/Low `21.85

Your Current
Prot/(Loss)

---

Your Current
Prot/(Loss)

---

ical Logistics is Indias leading provider of integrated


solutions for offshore logistics and multi-modal logistics
for bulk and containerized cargo. Recently, on October 28,
the company informed the bourses that it has been selected as
the mine developer and operator for development and
operation of Tara East and West Coal Mine of the West Bengal
Power Development Corporation Ltd through a tender process.
On the other hand, the new business is expected to generate a
revenue of more than `1,500 crore during the project period,
which is estimated to be around 7 years.
On the financial front, the company has posted weak numbers in
the financial year ended March 2016. PAT of Sical Logistics has
decreased 28 per cent and stands at `14.23 crore. However, the
gross sales have increased 1 per cent and stand at `835.23 crore.
On the other hand, the net worth of the company has increased 3
per cent and stands at `456.68 crore. The companys reserves and
surplus have also increased 4 per cent.
The QoQ variance of the company is completely different and is
healthy. In Q1FY17, Sical Logistics has posted a net profit of
`10.17 crore, registering an increase of 81.61 per cent as
compared with Q1FY16. Its PBIDT increased 38.47 per cent YoY
and stands at `25.23 crore. The net sales of the company for Q1
stood at `164.96 crore, recording an increase of 48.24 per cent as
compared with corresponding quarter of the previous fiscal.
With a market cap of `1209.30 crore, the trailing twelve-month
P/E stands at 49.46 which is quite healthy as compared with the
industry P/E of 37.70. The companys return on equity (ROE)
stood at 2.19 per cent during the last three years. Looking at the
latest order bagged by Sical Logistics the long-term prospects
looks promising. Any further developments and the Centres
plans to roll out GST by April 1, 2017 will further add
momentum in the stock. Therefore, we recommend our
reader-investors to BUY the stock.

64

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

BOOK
PROFIT

NB Gilts was established as a wholly owned subsidiary of


Punjab National Bank with an initial paid up capital of
`50 crore. The product and services offered by the
company include treasury bills, Central government dated
securities, state government securities, PSU bonds, intercorporate deposits, CSGL accounts, money market
instruments, merchant banking, mutual fund distribution and
Investment/ trading in equity and equity derivatives. In
addition to the above, the company also offers advisory
services to its clients for managing the government securities
portfolio.

On the financial front, the company has posted poor results in


the financial year ended March 2016. The gross sales of the
PNB gilts stand at `163,027.33 crore, registering a decrease of
23 per cent. PBIDT has decreased 17 per cent and stands at
`327.58 crore. PAT of the company has decreased 61 per cent
and stands at `34.50 crore. However, the networth in the fiscal
has increased by 1 per cent. The companys reserve and surplus
stand at `551.67 crore, an increased of 2 per cent.
In Q1FY17, net sales stand at `175.25 crore, an increase of 69 per
cent as compared to Q1FY16. PBIDT stands at `171.23 crore,
showing an increase of 71 per cent YoY. PAT of the company in
Q1 stands at `70.14 crore, recording an increase of 183 per cent as
compared to corresponding quarter previous fiscal.
With a market capitalization of `763.24 crore, PNB Gilts has
been maintaining a healthy dividend payout ratio of 34.21 per
cent in the last 3 years. The ROE of the company for the period
of three years stands 8.97 per cent. The trailing twelve-month
P/E stands at 7.42 which is quite low as compared with the
industry P/E of 26.15. The company has posted a weak result in
the fiscal. However, the companys share prices have been
respondent and hence we recommend our reader-investors to
BOOK PROFIT in the stock.
DSIJ.in

ADANI ENTERPRISES

ADVANCED ENZYME TECH

I had bought 154 shares @ a price of `15.5. Should I


exit this stock?

I bought 25 shares at `2050. Should I hold it for the


long term?
- Dinesh Kumar

- Rahul Sharma

BSE/NSE Code

512599 / ADANIENT

Face Value
CMP

HOLD

BSE/NSE Code

540025/ ADVENZYMES

`1

Face Value

`10

`64.80

CMP

` 1883.90

52-Week

High `92.00 / Low `58.45

52-Week

High `2377/Low `1161

Your Current
Prot/(Loss)

---

Your Current
Prot/(Loss)

---

ith a market capitalisation of `7,137.77 crore, Adani


Enterprises is one of the leading trading houses
involved in power trading, coal trading and trading
in agro commodities. The company is a part of Adani Group
which has diversified its businesses in resources, logistics,
agribusiness and energy sectors.
In the financial year ended March 2016, gross sales of Adani
Enterprises plunged 32 per cent at `44,145.84 crore. The PBIDT
stood at `3,113.80 crore, a fall of 77 per cent as compared to the
previous year. The PAT too remained fragile and fell 53 per cent
at `1083.25 crore. The reserves and surplus of the company had
also fallen in this fiscal.
The company posted a weak quarterly result in this fiscal. In
Q2FY17, the net sales of the company stood at `1796.17 crore, a
decrease of 8.73 per cent. PBIDT in Q2 stood at `119.21 crore, a
steep increase of 180 per cent. However, PAT has decreased
62.78 per cent and stood at `80.69 crore. The poor results are
largely due to the demerger, which the company had flaunted
last year.

HOLD

dvanced Enzymes is a research-driven company with


global leadership in the manufacture of enzymes. The
company provides eco-safe solutions to a wide variety of
industries, such as human health care and nutrition, animal
nutrition, baking, fruit and vegetable processing, brewing and
malting, grain processing, protein modification, dairy
processing, speciality applications, textile processing, leather
processing, paper and pulp processing, biofuels, biomass
processing, biocatalysts. The company enjoys second highest
market share on the domestic front and is next only to the
worlds largest enzyme company Novozymes.
The company announced on October 28 that it has entered
definitive agreements with API maker JC Biotech to acquire its
70 per cent stake for a consideration of `50 crore. JC Biotech
currently commands more than 50 per cent share in the Indian
market, and hence post-acquisition Advanced Enzymes total
market share will be more than 80 per cent.

On the financial front, the company has excellent numbers on its


side. Its revenue from operations in the fiscal ended March 2016
stood at `139.14 crore, showing an increase of 11 per cent YoY.
The ROE of the company in the last three years stood at 8.05 per The companys PAT increased 8 per cent at `21.25 crore.
cent. The trailing twelve-month P/E of Adani Enterprises stood
The company has been seeing a growth in revenue at a CAGR
at 14.60 which is lower than the industry P/E of 27.93. Its
of 20 per cent over the period 2011-2016. Its topline has
dividend yield at 0.54 per cent showed an increase from its
previous year. The companys EPS in this fiscal had increased to increased 32 per cent YoY in FY16, which looks much better
`4.51. On the other hand, Adani Enterprises is preparing to start than degrowth of 7 per cent in FY15. The companys EBITDA
construction of a 7 billion USD coal mine in Australia in 2017
and PAT margin has spiked 47 per cent and 27 per cent
despite years of legal delays and roller-coaster coal prices.
respectively in FY16 on a yearly basis. The company also enjoys
low debt status. Its debt-equity ratio stands at 0.2. which is
The progress on the giant project comes as Australia looks to
healthy as compared to its industry peers. The companys EPS
potentially curb legal challenges to new mining developments
of `35 looks attractive with PE of 25.5x and P/B of 7x. AET
following an onslaught of environmental suits aimed at delaying enjoys ROCE of 35 per cent. The huge demand for enzymes and
the companys dominant market position creates a win-win
the Adani mine and others proposed in the remote Galilee
situation for the company. We recommend our reader-investors
Basin in the countrys northeast. We recommended our
to HOLD the stock at this time.
reader-investors to HOLD the stock.
(Closing price as of Nov 08, 2016)

DSIJ.in

NOV 14 - 27, 2016 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

SMART-GAINER
KEI Industries, known for
KEI Industries
its unique product range
BSE
Code: 517569
across the world is one of
CMP:
`130.70
the leading players in the
wires and cables
industry. Its unique product range is known
pan-India and across the globe. KEI has also been
awarded the Superbrand status for the year
2014-2015 further strengthening the consumers
trust. The stock has seen spurt in the volume and
as per whispers on d-street some HNIs are
accumulating this stock. Buy and hold the stock
for smart gains.

UP AND ABOVE
Neuland
Laboratories
BSE Code: 524558
CMP: `1004.65

Neuland Laboratories,
pharma giant from
Hyderabad, has registered
strong growth in net prot
of 67.6 per cent during
the second quarter ended September 2016 to
Rs 10.39 crore from Rs 6.20 crore in the similar
period of last year. Its net sales increased by
16.4 per cent to Rs 144.43 crore from Rs
124.04 crore as it launched Brinzolamide in the
US and Vorconazole in Europe. Along with this
there is a major announcement that the board
of directors have approved a draft scheme of
amalgamation among the three entities. Hence,
the stock has potential to witness upward
movement in the coming trading session.

KILL THE PAIN


Amrutanjan
Healthcare
BSE Code: 590006
CMP: `558.05

The stock has witnessed a


correction from the higher level
in the near term mainly due to
negative sentiments in the
market. However, the stock has
been on a run-up and our
sources suggests this is best
time to accumulate the stock as
market source suggest that
there is still some steam left in
the counter, hence might
potentially be on uptrend.

AND FINALLY ...


RBL Bank
BSE Code: 540065
CMP: `377.30
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 up-move.
Some HNIs and big market punters have taken long
positions in the stock, and are expecting it to move
in the northward direction. Therefore, the stock can
looked at for short-term trading gain.
DS
(Closing price as of Nov 09, 2016)

66

DALAL STREET INVESTMENT JOURNAL I NOV 14 - 27, 2016

DSIJ.in

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