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INDIA
Research Team (ApurvaShah@PLIndia.com)+91-22-6632 2214
Earnings Guide
June 2009
 
2
Top Picks
Maruti Suzuki
Bajaj Auto
BHEL
State Bank of India
Bharti Airtel
Kotak Mahindra Bank
Bank of Baroda
Large CapsMid Caps
Mphasis
Indraprastha Gas
Shree Renuka Sugars
Bharati Shipyard
Hindustan Dorr Oliver
KEC International
Jyoti Structures
Ess Dee Aluminium
United Phosphorus
IVRCL
India Infoline
YES Bank
Edelweiss Capital
Syndicate Bank
Dishman Pharma
Mundra Port & SEZ
Lupin
 
3
Nifty Valuation – A Snapshot
Weightage (%)FY09EFY10EFY11EOil & Gas26.6%
PER (x) 17.2 13.0 12.1
PAT Growth (%) 6.0 32.2 7.4
Eng. & Power20.7%
PER (x) 27.3 24.2 20.5
PAT Growth (%) 14.1 13.1 17.9 
Banking and Financials13.8%
PER (x) 16.5 14.3 11.6
PAT Growth (%) 25.3 14.8 23.2
Telecom9.4%
PER (x) 16.8 15.8 14.5
PAT Growth (%) 15.1 6.3 9.3
Tech.8.9%
PER (x) 15.6 15.9 14.6
PAT Growth (%) 12.4 (1.8) 8.7 
Metals6.6%
PER (x) 8.7 12.8 10.6
PAT Growth (%) (12.3) (31.7) 20.9 
Weightage (%)FY09EFY10EFY11EFMCG4.7%
PER (x) 21.0 18.3 15.9
PAT Growth (%) 23.0 14.7 15.5
Auto3.4%
PER (x) 20.7 16.8 14.5
PAT Growth (%) (31.4) 23.4 16.2
Real Estate2.7%
PER (x) 13.6 30.8 26.2
PAT Growth (%) (40.4) (56.0) 17.6
Pharma2.1%
PER (x) 17.2 20.3 14.1
PAT Growth (%) 24.8 (15.2) 43.6
Cement1.1%
PER (x) 14.1 12.7 14.3
PAT Growth (%) (12.8) 10.9 (11.3)
Nifty as on Jun 15 4,484
NIFTY EPS 260.5 280.8 319.5PER (x) 17.2 16.0 14.0
PAT Growth (%) 3.9 7.8 13.8
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