You are on page 1of 68

CONTENTS Vol. 31 No.

24 • OCT 31 - NOV 13, 2016

Recommendations

10 Choice Scrip

12 Low Priced Scrip

13 Hot Chips

16 Raymonds
Analysis 20 DSIJ Special 06
07
Regulars
Editor’s Keyboard
Company Index
08 Market View
14 Technicals
Dress Yourself To Stay In As Crucial GST Council Meet 62 Query Board
Comfort With Raymonds Nears, Bet High On Logistics Sector 66 Kerbside

46
Special Report
Strike Gold: This Dhanteras and Everyday

Subscribers can
access the complete
databank consisting 58 DSIJ Special
of more than 3500
companies on our Defending The Defence Stocks —
website www.DSIJ.in
And Why You Should Buy
4 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in
From The Editor’s Keyboard

Hillary or Trump, GST Rate Will Be The Final Trump Card


transportation sector may benefit
immensely from this upcoming tax
regime. We have also carried a detail
report on investments in gold, not only as
the precious yellow metal but also in paper
form. I am sure you will find it as an
interesting read especially when we all are
gearing up to welcome the Goddess of
prosperity, Lakshmi at our homes. In
addition to all the regular features, this
time our cover story talks about the stocks
of public sector undertakings or public
sector enterprises including the banks run
by the government. An exhaustive research
will lead you to right investment decisions
in the right stocks of these government
run companies. You can also find a report
talking about the stocks of the defence
items manufacturing companies helping
you to get a detail understanding of this

A
happening industry. Our research team
mid a number of significant global happenings and has also identified few defence stocks in
also sudden but crucial developments which you can invest your hard-earned money.
surroundings one of the largest business houses in
India having a strong global presence, corporates are I will also like to tell you to keep a close watch on the stocks
coming out with their second quarter numbers. Equity of the companies under the umbrella of the Tata Sons--
markets while taking cues from these numbers, also have with the latest development and legal frictions between the
been looking at the happenings beyond the geographical Tata Sons and its former chief, Cyrus Mistry, stocks are
boundary of our country this festive season. Most of the facing the brunt though they always remain fundamentally
eyes are directed towards developments related to the very strong. It may be a good time to pick some of those
election of the US President while some are also staring available at a lower price in these days when the entire
once a while on the happenings in the Europe. While I group has been going through acute crisis.
believe and have reasons to have this conviction that
whatever the outcome is, election for the First Citizen of When someone asks me about the market direction at this
the US will not affect much when it comes to the equity time, I will rather suggest to go for selective buying. The
markets in India, I rather believe markets here have already banking, NBFC and infra space remain favourite. Stay
discounted the related factors. Be it Donald Trump taking tuned with your favourite investment fortnightly and keep
over from Obama or Hillary Clinton, Indian equity checking the recommendations coming from our team of
markets may react slightly during first half of November experienced research personnel. I am sure you will benefit
but will pick up its own pace soon after the new Prez takes from their suggestions as they really care for your money.
the charge of Oval Office there. At DSIJ, we wish you a very bright and prosperous Diwali
ahead.
Meanwhile, during the first week of November, the GST
Council chaired by Union Finance Minister, Arun Jaitley Stay safe and invest wisely.
will finalise the GST rate and that will pave the way for
introduction of the uniform tax structure across the
country. You can find a special report filed by our research V B PADODE
hands on this also detailing how logistics and Editor-in-Chief

6 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


facebook.com/DSIJin twitter.com/DSIJ

Vol. 31. No. 24 • OCT 31 - NOV 13, 2016 www.dsij.in/apps.aspx


enquiry@dsij.in linkedin.com/in/DalalStreetInvestmentJournal
Founder & Editor-In-Chief Graphics

On Your Suggestion
V B Padode Vipin Bendale
Executive Editor Subscription & Customer Care
Joydeep Ray Utkarsh Sawale
Assistant Editor Arvind Manor I have been a regular reader of the DSIJ for more than a year. The
Yogesh Supekar Mohnish Sawant articles shared are very much informative and helpful. I remember
Research Marketing & Sales an article published on FII and its correlation with the share price
Neerja Agarwal G M - Marketing & Sales sometime in the past. I am looking forward any such article related
(Sr. Manager Research) Farid Khan
to FII activity. Further, I would like to know how to find the FII data
Karan Bhojwani Mumbai:
(Sr. Research Analyst) over different quarters for a particular company/script. On DSIJ
Nitin Zimur
Abhijeet Gosavi (Sr. Manager - Sales) home page the graph is available but is there any way the retail
(Research Analyst)
Bengaluru:
investor could get the FII activity data on quantitative basis.
Lohit Bharambe N K Vishwanatha Looking forward for your response.
(Sr. Research Associate) (Sr. Manager - Sales) - Amey
Rashmi Wankhede
(Research Analyst) Delhi: Editor’s response: Dear Mr Amey, Thank you for writing to us and
Bhagyashree Vivarekar
Mohamed Rizwan also staying a loyal reader-investor of DSIJ products. While we will
(Senior Manager - Media Sales)
(Research Analyst- Editorial) continue coming up with such articles, you can also log onto the BSE
Arshad Hippargi Mutual Funds : Hemant Rustagi and NSE websites for FIIs related data. Have a bright Deepavali. Stay
Tax: Jayesh Dadia
(Research Associate) tuned.

DSIJ Private Limited


Managing Director
Recommendations
Rajesh V Padode
Price Page
Company/Scheme Reco. Column
For Customer Service (`) No
020-49072626 OR  service@DSIJ.in Andhra Bank l Exit 57.35 QueryBoard 63
Arvind Ltd. l Buy 404.00 Kerbside 66
Mumbai Office
419-A, 4th Floor, Arun Chambers, Tardeo, Ashok Leyland l Hold 87.60 Reviews 65
Next to AC Market Mumbai - 400034 BASF INDIA l Buy 1220.00 Technicals 15
022-43476012/16/17
Bedmutha Industries l Exit 28.05 QueryBoard 62
Pune Office
Bharat Forge l Buy 872.00 Special Report 60
C-305, 3rd Floor, Trade Center,
North Main Road, Near Axis Bank, Opposite Lane no. 6, Blue Dart l Buy 5105.00 DSIJ Special 22
Koregaon Park, Pune - 411001 Cairn India l Buy 230.45 Kerbside 66
020-49072600
Dr. Lal Path Labs l Buy 1152.00 Kerbside 66
Bengaluru
Boston Financial Advisory Group, # 54, Equitas Holdings l Buy 177.00 Choice Scrip 10
3rd Floor, 13th Main, 17th Cross, HSR Layout, Gujarat State Petronet l BPP 166.00 Reviews 65
Bengaluru - 560102 080-25724800/600
Jayant Agro Organics l Buy 459.40 QueryBoard 62
Delhi 08527563649 L&T Finance Holdings l Buy 105.00 Hot Chips 13
Lycos Internet l Exit 9.19 QueryBoard 64
To advertise, mail us on ads@dsij.in
Pioneer Embroideries l Buy 69.45 Low Priced Scrip 12
Printer and Publisher: Nitin Sawant, Editor: V B Padode for DSIJ Pvt Ltd. on
behalf of Achievements Merchandise Pvt Ltd. Printed at Kala Jyothi Process Pvt. Premier Explosives l Buy 362.00 Special Report 60
Ltd. Plot No.: W-17&18, M.I.D.C. Industrial Area, Taloja, Dist. Raigad, Navi Raymonds l Hold 626.50 Analysis 18
Mmbai. - 410 206. and published from 419-A, 4th Floor, Arun Chambers, Tardeo,
Next to AC Market, Mumbai - 400034  All rights reserved.  While all efforts REC l Hold 137.15 QueryBoard 63
are made to ensure that the information published is correct and up-to-date, Dalal
Street Investment Journal holds no responsibility for any errors that might occur. Sunteck Realty l Buy 278.00 Kerbside 66
All material contained herein is based on fundamental and technical analysis and
other in-house methods, which though reliable, are not infallible. The information Tiger Logistics l Buy 283.00 DSIJ Special 22
given in the magazine is of an advisory nature. Readers are advised to consult TIL l Exit 286.45 QueryBoard 64
experts before taking any investment decision and Dalal Street Journal holds no
responsibility for any losses that may arise due to investment decisions made on TORRENT PHARMA l Buy 1563.00 Technicals 15
the basis of information given within the magazine. No reproduction is permitted
in whole or part without written consent from Dalal Street Journal  All disputes Welspun Enterprises l Buy 63.10 Hot Chips 13
are subject to the exclusive jurisdiction of competent courts and forums in
Mumbai only.  Dalal Street Investment Journal is a member of INS/ABCs. BP - Book Profit • BPP - Book Partial Profits • BL - Book Loss

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 7


Market View Equity
Time To Go For Some Value-Buy In The Markets After Window-Shopping

E
quity markets in India turned sideways during past two weeks while also
settling some nervous steps and volatility owing to war hysteria in the
region and even beyond and also interest rate changes made by RBI during
the beginning of the month. Now markets await developments in the US
on two fronts viz., the presidential election to be held on November 8 and
the US fed interest rate decision where it is expected that the interest rates will be
hiked by 0.25 bps at least.

Second half of this month was characterised by the FIIs turning out be the net sellers
to the tune of Rs 5474 crores. DIIs however lent crucial support to the markets by
pumping in Rs 5371 crores during the period under consideration. The second half
also highlighted the outperformance by small-cap stocks as reflected by a steady gain
of 2.24 per cent in the small-cap index. Bankex was the best performing index in the International Markets
second half of the month which clocked almost 2.83 per cent gain. Auto index with 25th Oct 07th Oct Gain/Loss
negative 2.24 per cent followed by realty index with negative returns at 1.64 per cent Indices
2016 2016 (%)
were the major dampeners.
Dow Jones Ind 18169.0 18,240.49 -0.39

Globally the markets have been relatively steady with Dow Jones Industrial Average S&P 500 2143.0 2,153.74 -0.50
shredding 0.39 per cent in the past two weeks. Japanese market was amongst the best NASDAQ 5383.0 5,292.40 1.71
performers globally by clocking gains of 2.99 per cent followed by DAX at 2.54 per FTSE 100 7017.0 7,044.39 -0.39
cent and CAC 40 at 2.02 per cent . DAX 10757.0 10,490.86 2.54
CAC 40 4540.0 4,449.91 2.02
Investors will also be eyeing IPOs slated to hit the Hang Seng 23565.0 23,851.82 -1.20
markets during the coming week. Recently newly
One of the important listed companies have done well on bourses and
Nikkei 17365.0 16,860.09 2.99

developments that can set the upcoming quality public issues are expected to
Performance Of Indices
keep the investors occupied with the expectations
direction for the markets of making profits from it. Indices
25th Oct
2016
07th Oct Gain/Loss
2016 (%)
is the earnings growth Recent developments in the Tata Group have
SENSEX 28091.00 28061.00 0.11

and the improvement in triggered a lot of confusion among the investors


Nifty
Mid-cap
8693.00 8697.60 -0.05
13543.70 13542.62 0.01
with several Tata Group stocks correcting sharply
the same QoQ. Apart from based on Cyrus Mistry’s ouster by the Tata Sons
Small-Cap 13518.82 13222.40 2.24
Auto 22336.38 22849.09 -2.24
a negative surprise in board of directors. Bankex 22778.78 22152.52 2.83

Axis Bank numbers, the One of the important developments that can set
FMCG
IT
8450.73 8537.01 -1.01
10167.05 10082.39 0.84
results so far have been direction for the markets is the earnings growth Metal 10292.53 10258.40 0.33
and the improvement in the same QoQ. Apart
more or less meeting the from a negative surprise in Axis Bank numbers,
Power
Realty
2026.90 2018.25 0.43
1547.69 1573.43 -1.64
the results so far have been more or less meeting
street estimates. street estimates. Non performing asset related Net Investment In Equity Markets (`/Cr)
(NPA) issues keep haunting the banking industry
Date FIIs DIIs
and the same is reflected in the Axis Bank results.
25-Oct-16 371.91 389.11
Large-caps have been consistently underperforming and the second half of October 24-Oct-16 -9.43 333.26
21-Oct-16 1306.63 500.37
continued to reflect large-cap underperformance with Sensex gaining a mere 0.11 per 20-Oct-16 -447.25 583.22
cent over the period. DIIs, going by the data seem to focusing more on mid-cap and 19-Oct-16 241.22 724.64
small-cap stocks. 18-Oct-16 -1276.37 173.36
17-Oct-16 -1552.81 235.57
Investors with keen understanding of market risks can start looking at value buying 14-Oct-16 -2726.09 556.9
13-Oct-16 158.68 679.49
as markets are correcting, with several large-cap stocks emerging as great buys post
10-Oct-16 -953.09 468.96
correction and sideways movement. 07-Oct-16 -587.55 726.80
Total -5474.00 5371.00

8 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Recommendations Equity
Equitas Holdings has received funds from
its IPO of `697 crore excluding net of
expenses. The company will utilise capital
infusion into EMFL, EFL and EHFL worth
`616 crore, `288 crore, `288 crore and
Equitas Holdings `40 crore respectively. It also given loan to
EFL of `81 crore. Equitas Holdings is

BANK ON AN AGGRESSIVE AND SMART EQUITAS


strongly positioned to grow on the back of
its balanced portfolio. On financial front,
Equitas Holdings’ total income increased

E
by CAGR of 41.28 per cent from FY12-
FY16. The company’s operating profit too

CHOICE
quitas Holdings provides rose by 53.83 per cent CAGR in during last
housing finance through its five fiscal years. Its net profit posted `167
P

wholly-owned housing finance crore in FY16 from net loss of `2.69 crore
subsidiary which extends in FY12.
R I

micro-housing and affordable-


housing loans to self-employed individuals, On half yearly front, Equitas Holdings’
C

who have limited access to loans from total income increased by 45.95 per cent to
banks and larger housing finance `733 crore in H1FY17 on yearly basis. The
S

companies. company’s EBITDA too rose by 35.22 per


1 Ye a r I n ve st m e n t H o r i zo n cent to `430 crore in H1FY7 as compared
Equitas Holdings is focusing a big time on to same period in previous financial year.
increasing penetration into existing Its net profit also increased by 25.1 per cent
geographies. The company’s MSME low to `337 crore in H1FY17 on yearly basis.
base and customer acquisitions via the Equitas Holdings’ ROA stood at 2.32 per
business correspondent model should cent and ROE stood at 8.67 per cent in
drive growth in future. It has UCV low Q2FY17. The company expanded its
base and expanding footprint and now branch network to 596 in Q2FY17 from
three states account for 60 per cent of 572 in Q1FY17.
HERE IS WHY loans. Equitas Holdings is planning to add
gold loans and agriculture loans post the On asset quality front, Equitas Holdings
Small Finance Banking operations conversion into small finance bank. gross NPA stood at 2.54 per cent and net
NPA at 1.17 per cent in Q2FY17. The
Diverse Product Portfolio
Equitas Holdings started small finance company posted NIM at 10.04 per cent to
Strong financials banking operations from September 5, `200 crore in Q2FY17. On asset under
2016. RBI has approved opening of 412 management point of view, Equitas
Best of LAST ONE Year bank branches. Another 160 branches Holdings managed 51 per cent for micro
Name of Reco CMP Gain where Equitas Holdings currently carry finance, 25 per cent for vehicle finance, 20
Company Price (`) (`) (%) out lending operations and which are not per cent for MSE finance and 4 per cent for
Vakrangee 132.00 237.00 79.55 being converted into bank branch are housing finance during Q2FY17. Looking
Aarti Industries 429.00 757.50 76.57 pending with RBI for approval. Out of at the detail emerging from the company's
Mahanagar Gas 518.00 769.00 48.46
the total branches 104 branches will be operations and numbers and also consid-
located in rural, unbanked towns and ering the NBFC space at present in India,
Techno Electric & Engg. 217.00 318.00 46.54
villages. we suggest a BUY. DS
Arvind Ltd 285.00 403.00 41.40
(Closing price as of Oct 25, 2016)
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.
CMP
Monthly Stock Market Returns Shareholding Pattern Last Five Quarters (`/Cr)
(`)539844
BSE Code: Sep-16 Jun-16 Mar-16 Dec-15 Sep-15
30/06/2016 Particulars
CMP: `177
FV: `10 Promoter -- Interest Earned 384.46 348.12 319.59 263.07 238.88
BSE Volume: 239927
Date: 26/10/2016 FII 11.53 Other Income 38.38 0.72 0.59 0.51 0.42
DII 29.02 Net Total Income 422.84 348.83 320.18 263.58 239.31
Others 59.45 Net Profit 46.35 61.17 46.77 39.93 37.39
Total 100 Equity 336.96 335.74 269.92 269.34 268.91

10 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Recommendations Equity
compared to previous fiscal year. The
company’s net profit boosted almost three
times to `17.38 crore in FY16 on yearly
basis. Its net profit margin expanded by
454 basis points to 6.8 per cent in FY16 as
Pioneer Embroideries compared to previous fiscal year.
On geographic segmental revenue front,
PEL earned 82 per cent from domestic

PIONEERING INVESTMENT IN PIONEER EMBROIDERIES segment and 18 per cent from export
segment in Q1FY17. On activity based

I
revenue front, the company has earned 76
per cent from dope dyed yarn and 24 per
ndian textile industry accounts for cent from embroidery and laces in
nearly 13 per cent of its total Q1FY17.
exports. It contributes 14 per cent
to the country's entire industrial PEL’s debt to equity ratio has been reduced
production and 4 per cent to the from 1.22x times in FY15 to 1.14x times in
GDP as per India Brand Equity FY16. The debt resolution with all lenders,
Foundation (IBEF). Right now, there is which were part of its CDR scheme earlier,
PRICED SCRIP 100 per cent FDI approved in the sector. continued during the year. The total
secured borrowings stood at `76.10 crore
Pioneer Embroideries (PEL) is one of in FY16 substantially lower than previous
India’s largest manufacturer and exporter years. Its ROCE and ROE stood at 13.61
of embroideries, laces and dope dyed per cent and 24.93 per cent in FY16
yarn. The manufacturing facilities are respectively. On latest quarter front, PEL’s
1 Year Investment Horizon located at Sarigam (Gujarat), Naroli standalone revenue increased 2.92 per
(Dadra & Nagar Haveli), Coimbatore cent to `60.91 crore in Q1FY17 as
(Tamil Nadu), Kala-amb (Himachal compared to same period in previous
Pradesh). PEL has around three lakh financial year. However, the company’s
designs of embroidery and lace products EBITDA declined by 8.38 per cent to
fulfil the varied requirements and `4.19 crore in Q1FY17 on yearly basis. It
HERE IS WHY preferences of the clients. posted net profit of `2 lakh in Q1FY17
Reduction in debt level against net loss of `1.58 crore in
On financial front, PEL’s consolidated Q1FY16.
Attractive valuations topline has decreased by 5.96 per cent to
Healthy product mix `255 crore in FY16 as compared to On valuation front, PEL’s share price is
previous financial year. The company has trading at 8.98x times as compared to
Best of LAST ONE Year faced reduction in topline due to a industry PE multiple of 12.44x times
Name of Reco CMP Gain substantial drop in raw material mostly which is quite attractive enough. The
Company Price (`) (`) (%) crude oil prices for the yarn business. Its company’s PE multiple is quite lower
Manappuram Finance 35.20 104.50 196.88 EBITDA declined by 14 per cent to against peers such as DCM (36.77x) and
V2 Retail 48.20 141.00 192.53 `21.52 crore in FY16 on yearly basis as Trident (13.51x). Considering the
Emmbi Industries 46.00 134.00 191.30
competitive pricing pressure increased. numbers accessible and our detail analysis
PEL’s EBITDA margin contracted by 85 on the basis of the same, we recommend
Zenith Fibres 96.00 214.00 122.92
basis points to 8.43 per cent in FY16 as our reader-investors to BUY the stock. DS
ADF Foods Ltd 83.70 151.00 80.41
(Closing price as of Oct 25, 2016) 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.
Monthly Stock Market Returns Shareholding Pattern Last Five Quarters (`/Cr)
30/06/2016 Particulars June-16 Mar-16 Dec-15 Sep-15 Jun-15
Total Income 192.78 177.65 170.18 181.37 186.01
Promoter 37.61
Other Income 2.80 0.27 0.79 0.40 1.60
FII 0.54
BSE Code: 514300 Operating Profit 39.43 37.77 36.60 34.31 32.50
CMP: `69.45 FV: `10 DII 4.84
BSE Volume: 28349 Interest 0.68 1.54 2.08 2.61 3.11
Date: 26/10/2016 Others 57.01 Net Profit 23.20 22.53 20.19 18.27 16.74
Total 100 Equity 160.79 160.79 160.79 160.79 160.79

12 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


L&T FINANCE HOLDINGS CMP - `105

BSE CODE Volume Face Value


533519 2731022 `10

C
onsidering latest quarterly result, L&T Finance Holdings’ NII increased by 16
per cent to `278 crore in Q2FY17 as compared to same period in the previous
financial year. The company’s NIM remained at 12.47 per cent in Q2FY17. Its
PAT increased by 33 per cent to `216 crore in Q2FY17 on a yearly basis. L&T Finance
Holdings’ ROE expanded by 188 basis points to 11.72 per cent in Q2FY17 as compared

C H I P S to the same period of the previous fiscal year. On the asset quality front, the company’s
gross NPA contracted by 40 basis points to 5.1 per cent in Q2FY17 as compared to the
same period of the previous financial year. Its net NPA also contracted by 98 basis
15 Days Investment Horizon points to 3.07 per cent in Q3FY17 on yearly basis. L&T Finance Holdings’ cost to
income ratio has improved to 28 per cent in Q2FY17 from 33 per cent in Q2FY16. The
company’s Loans and advances in focused business grew by 24 per cent vs. 31 per cent
decline in the de-focused business in Q2FY17.

Last Seven Days’ Volume Table Scrip’s Movement


(No. of Shares)
Days Volume

The scrips in this 18-Oct-16 88,51,659


19-Oct-16 11,22,660
column have been 20-Oct-16 7,79,523
recommended 21-Oct-16 9,57,886

with a 15-day 24-Oct-16 7,07,946


25-Oct-16 8,43,770
investment horizon 26-Oct-16 27,31,022
in mind and carry
high risk. Therefore, WELSPUN ENTERPRISES CMP - `63.10
investors are advised to BSE CODE Volume Face Value
take into account their 532553 58771 `10

W
elspun Enterprises offers civil engineering services. The company has
risk appetite before achieved India's first financial closure for a hybrid annuity model project. On
investing, financial front, Welspun Enterprises' revenue increased by 49.17 per cent to
`31.13 crore in Q1FY17 as compared to the same period in the previous financial year.
as fundamentals may The company posted negative EBITDA of `8.46 crore in Q1FY17 against negative
or may not back the EBITDA of `4.5 crore in Q1FY16. Its net profit declined by 27.9 per cent to `5.71 crore in
Q1FY17 on yearly basis. On segmental revenue front, Welspun Enterprises earned 53.49
recommendations. per cent from infrastructure, 46.51 per cent from trading in Q1FY17. Welspun
Enterprises has signed share purchase agreement (SPA) for divestment of Welspun
Hot Chips of Last One Month Renewables Energy (WREPL). WREPL has largest operating solar portfolio in India
across 10 states. The transaction concluded during September, 2016.
Reco. Peak Likely
Last Seven Days’ Volume Table Scrip’s Movement
Price After Gain
(`) Reco* (%) (No. of Shares)
Issue No 22 ,Oct 3 - 16 , 2016 Days Volume
Alankit * 73.50 85.40 16.19
18-Oct-16 58,285
Suven Life Sciences 190.00 213.00 12.11
19-Oct-16 1,87,865
Issue No 23 ,Oct 17 - 30,2016
20-Oct-16 78,512
Sumeet Industries 30.70 43.90 43.00
21-Oct-16 95,314
Tata Steel 417.00 431.00 3.36
24-Oct-16 64,619
*CMP Adjasted bonus 1/1
25-Oct-16 51,916
(Closing price as of Oct 25, 2016)
26-Oct-16 58,771

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 13


Technicals Equity
Nifty Index Chart Analysis
Bulls may draw further inspiration once Nifty crosses 8860 mark
NIFTY WEEKLY CHART
Indian markets started the week on a bearish
note but its momentum shifted towards bulls
on Tuesday and witnessed range bound
trade in the later part of the week. In the end,
Nifty ended the week on a positive note with
gains of about 1.28 per cent. On the news
flow front, the Essar Rosneft deal seemed to
turn the tide in favour of Indian Banks.
ICICI Bank, a major beneficiary of the deal
registered smart gains. The GST Council
Meeting which was held during the week
between the Centre and states ended without
reaching into a consensus on tax structure.
Going forward, the on-going quarterly
performance results by companies shall
trigger volatility and stock specific
movements. 8470-8510 may open up for correction up upside the zone of 8735-8750 is an
to levels of 8330-8240. However, immediate resistance zone for nifty and
On the weekly chart, Nifty formed a ‘Bullish immediate support for nifty is placed next major resistance is placed around
Harami’ candlestick pattern; this candlestick around levels of 8620; a decisive breach of levels of 8830-8860. A close above the
pattern indicates the bearish trend may be this support zone may result in re-test of major resistance zone may open up for an
reversing. The sequence of higher top and major support zone of 8470-8510. On the up move up to levels of 9000-9100.
higher bottom from the lower level of 6825 Here are the key levels to watch out for the medium term
is intact. As per the sequence of higher top Ideas Nifty Levels Action to be Initiated Probable Targets
and higher bottom, the zone 8470-8510 is a Close above 8735-8750 on the weekly chart
higher bottom and hence this zone will act Resistance for the medium term 8735-8750
would give further momentum to the bulls.
8860-9000
as a strong support for nifty as per weekly Close below 8470-8510 on the weekly chart
Support for the medium term 8470-8510 8330-8240
time frame chart. A close below the zone of would trigger sell-off.

NIFTY DAILY CHART

Nifty after registering a swing low of


8506.10 level, witnessed a strong bounce
back on the back of positive global cues
and short covering. Thereafter, Nifty has
moved in a narrow range. Now going
forward, the zone of 8475-8506 will act as
a strong support for Nifty. A close below
this level may open up for correction up
to levels of 8400-8330. On the upside
Nifty needs to sustain above the zone of
8730-8750, if it does the sequence of
lower top and lower bottom pattern
unfolding from the recent swing high of
8968.70 will be breached. A close above
8730-8750, may open up gates for
Here are the key levels to watch out for the medium term
up-move up to the levels of 8830-8860.
Ideas Nifty Levels Action to be Initiated Probable Targets
The daily momentum oscillator is trading
Close above 8730-8750 on the daily chart
near 50 levels. The RSI needs to sustain Resistance for the short term 8730-8750
would give further momentum to the bulls.
8830-8860
above 52 levels for fresh momentum. Close below 8475-8506 on the daily chart
Support for the short term 8475-8506 8400-8330
would trigger panic sell-off.

14 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


STOCK RECOMMENDATIONS

BASF INDIA .................................. BUY ....................... CMP `1220


BSE Code : 500042 Target 1 ..... `1270 | Target 2 ..... `1300| Stoploss....`1160 (CLS)
The stock BASF is currently trading at `1220.
Its 52-week high/low stands at `1288/ `700 and
were made on October 24, 2016 and February
12,2016. Looking at the 1-year daily chart, the
stock formed “Higher Tops Higher Bottom”
pattern with significant volume. The stock also
formed “V” pattern in 2- year weekly chart
which is also indicating that script may
continue with its northward momentum. On
May 23,2016, the stock witnessed bullish
breakout to sustain above the technical level of
1060, which is its 200-day EMA level.
Moreover, the momentum oscillator RSI is
indicating positive signal as its quoting at 59-60
levels. By taking into consideration all the
parameters, we recommend buy in the range of
1215 to 1220 levels with a target of 1270
followed by 1300 and a stop loss of 1160.

TORRENT PHARMA ............................... BUY ................. CMP `1563


BSE Code : 5000420 Target 1 ..... `1630 | Target 2 ..... `1710 | Stoploss....`1480

The stock of Torrent Pharma is currently trading at


1563 level. Its 52 week high and low stands at
`1767/ `1190 and had been made on August 25,
2016 and February 12, 2016. From last couple of
months, the stock of Torrent Pharma has been
consolidating in wide range majorly in and around
`1580-1700. On last week of July 2016, the stock
gave ‘Bullish Engulfing’ pattern breakout with huge
volumes at the technical level of `1400. At the same
level, the stock also witnessed a breakout from its
100-day EMA and 200 day EMA level. At present,
the scrip is looking to sustain above these levels and
may again cross its 52-week high. By taking into
consideration all the parameters, we recommend
buy in Torrent Pharma at `1563 level with a target
of `1630 and `1710 and keeping a stop loss of
`1480.
(Closing price as of Oct 26, 2016)

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

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 15


Analysis Raymonds Equity
DRESS YOURSELF
TO STAY IN
COMFORT WITH
RAYMONDS
INDUSTRY scale and through traditional tools `6000 crores for this sector with a
Textile is one of the oldest industries and methods. The second is the hope of creating 1 crores new jobs in
in the Indian economy dating back organised sector consisting of spinning, the next three years, which may
several centuries. Even today, textile apparel and garments segments attract `74,000 crores worth ivestments.
sector is one of the largest contributors which use modern machinery and
to India’s total exports which accounts techniques. ABOUT
to 11 per cent of the total exports from Raymond produces pure wool, wool
the country. The textile industry is STRONG GOVT. SUPPORT blended and premium polyester viscose
highly labour intensive and is one The textile sector has been getting suiting in addition to its famous
of the largest employers among all the strong support from the Centre as it blankets and shawls. The company
industrial sectors. We can broadly provides direct employment to crores has over 60 per cent market share in
divide this industry in two segments. of skilled labourers. In a bid to improve worsted suiting in India and it ranks
First, the unorganised sector which the share in the global textile market, amongst the first three fully integrated
consists of handloom, handicrafts Union Finance Minister Arun Jaitley manufacturers of worsted suiting in the
and sericulture, operated on a small in July 2016 announced a package of world. Raymond is the only company in

Chirag Modi, MD, CM Investments What is the fate of stocks like


Raymond? What would be your
guidance to retail investors when it
How do you see the textile industry high power costs, but in recent times comes to Raymond stock as an
stocks moving from here looking at both of these have come down and investment?
the new policy initiatives of the they will drop even further. The  Raymond is a 90-year-old
central government? government continues to focus on company and the brand is well
Textile stocks were in the textile sector and in the known. The company continues to
consolidation for a long time. The forthcoming budget, many more invest in strengthening the brand by
current BJP government is influential policies favourable opening new stores and renovating
aggressively focusing on the towards the sector might come. the existing ones. The company
manufacturing sector which is Textile stocks are still trading at continues to grow product categories
creating a lot of jobs and in that, the discounted prices and they are going in the fabric business. It is also
textile sector plays an important to breakout soon. There have been a looking to re-engineer operations to
part. After the new government has lot of improvements in the recent Q1 drive into cost efficiencies and
come into power almost three years and Q2 results, and the results are expand capacities in business, which
back, the government has taken expected to improve much more will increase its export potential. FIIs
multiple steps to improve this sector. hereafter. So I like Raymond, Century are also interested in retail
The textile sector had a big burden Textile, JBF Industries, Bombay businesses and the government has
because of high interest rates and Dyeing, and Sumeet Industries. already approved 100% FDI limit in

16 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


the world to have a diverse product 2012, and October 10, 2016. which has increased by 46 per cent as
range of nearly 20,000 design and compared to the previous year. The
colours of suiting fabric to suit every FINANCIAL NUMBERS balance sheet of company looks healthy.
age, occasion and style. The company The financial numbers of Raymond in Reserves and surplus stands at `1569.98
exports its products to over 55 countries the financial year ended March 2016 are crores which has increased by 6 per cent.
including the USA, Canada, European outstanding. The top line of the company Net worth too has increased by 6 per
destinations, Japan and the Middle has increased by a whopping 49 per cent cent. However the debt of Raymonds in
East. The company has been pioneering and stands at `2910.46 crores. EBITDA the financial year ended March 2016 has
technological breakthroughs over stands at `215.67 crores which has increased by 9 per cent.
the years and been the first one to increased by 11 per cent YoY. Net profit
introduce polyester wool and polyester of Raymond stands at `82.09 crores The Q1FY17 numbers of Raymond are
wool viscose in the Indian market.
DIVESTMENTS Porter's Five Forces Analysis
The company has seen divestment in Competitive Rivalry
this fiscal. Firstly, Raymond's unlisted Company faces Intense competition between established brands and private label brands. All major
subsidiary, Ring Plus Aqua entered into players in the industry are competing with each other not only on low price but also better quality.
a share purchase agreement with Neel
Metals Products to transfer by way of
sale its entire equity share holding of Threat of New Entrants
1,04,30,631 equity shares in its 50:50 100% FDI (automatic route) is allowed Substitute Products
joint venture company namely Rose in the Indian textile sector. A few large suppliers There are substitutes for the company.
Engineered Products India. The are focusing on forward integration. Industry are Arvind Mills and Grasim are the major
enterprise value of ROSE was arrived at competing with each other not only on low price substitutes to Raymond.
`20.19 crores. Secondly, state owned but also better quality.
Life Insurance Corporation of India has
reduced its stake in Raymond by 2.01
percent, by selling 12.34 lakh shares in Bargaining Power of Suppliers Bargaining Power of Customer
the open market. LIC, which had 7.54 There is no bargaining power to the supplier as Customers have high bargaining power.
per cent stake earlier, brought down its there are large numbers of small players which The product differentiation is low and the number
shareholding in the company to 5.53 per compete with Raymond. of players are high and fragmented.
cent by selling shares between March 15,

the retail sector. So Raymond looks a lot of benefits for these companies. The Welspun scam was a mistake
good and investors can easily get These new policies and of a single company, but this has
consolidated returns of over 20% developments will result in bringing resulted in the deterioration of the
hereon for many years. costs of the production down. trust that foreign buyers had in
This will make them better suited to Indian textile companies. Other
How new textile policies and increase production, expand and companies in the textile sector have
government announcements for export more. Heavyweight textile worked and they have worked hard
this sector are going to help companies like Raymond, Arvind to rebuild that trust, a mistake like
heavyweights textile companies Mills and Aarvee will also benefit that hasn’t happened again ever
like Raymond, Arvind Mills, from economies of scale, which since. Although the Welspun scam
Aarvee etc.? will bring the costs down even had hit the Indian textile companies,
 As I already said, the government further. it hasn’t brought them down as
is bringing down interest rates and it foreign buyers are realizing that
is also improving related How do you see export oriented these companies are reliable.
infrastructure and connectivity. textile companies doing on the Therefore, export oriented textile
With that, the recently announced wake of Welspun scam when companies have continued to do well,
`6,000-crore textiles package that foreign buyers alleged Welspun had are doing well and will continue to do
envisages significant flexibility in provided them cheaper, inferior well, the trust is getting stronger
labour laws is a part of a larger quality products in place of superior every day and the companies are
policy for the sector which will bring ones? growing.

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 17


Analysis Equity
Raymond Ltd.
BSE Code 500330 CMP (`) 626.50
Particulars Amonut (` Crore)
Prashanth Victor
Net Sales 5542.84 Research Analyst- textile sector, Karvy
% Change 5.67%
Operating Profit 535.96 Fundamental strength of the textile industry in India is its strong production base
% Change 3.26% of wide range of fibre and yarn from the abundant availability of raw materials
Net Profit 90.29 like cotton, jute, silk and wool; and ably supported by skilled workforce. Driven
% Change -31.47%
by strong domestic consumption and demand for exports, the Indian textile
Equity 61.38
EPS (`) 14.52
market is expected to touch USD 226 billion by 2023 growing at a CAGR of 8.7
FV (`) 10.00 per cent between 2009-2023E. The central funding scheme Amended
CMP (`) 626.50 Technology Upgradation Fund Scheme (ATUFS) that is expected to boost ‘Make in
P/E (x) 43.15 India’ in the textiles sector by attracting investments of `1,000 Billion.
Dividend Yield (%) 0.00
Book Value (`) 263.73 The revenue outlook in FY17 driven by the enhanced domestic consumption of
(Trailing Four Quarter Data) fabrics, apparels and home textiles in a view of higher production efficiency and
export demand. In FY16, production of raw cotton in India decreased to 35.2
disappointing. Total income from million bales from 38 million bales in FY15 due to pest attach, lower yield and
operations stands at `1061.9 crores
uneven rainfall. As a result, consumption is estimated to exceed production
which has decreased by 5 per cent as
compared to the previous quarter. which influenced high cotton price in H1FY17. However, the prices are expecting
EBITDA of the company stands at to get influenced in H2FY17 by higher production which will support the
`35.63 crores which has decreased 26 per improvement in cotton availability.
cent YoY. Raymond has posted a net loss
of `16.61 crores in this quarter. We expect positive outlook on Indian textile market influenced by low raw
material price, increase in capacity utilisation, strong demand from US and
VALUATIONS
Europe; and low interest charge backed by regular debt repayment on utilised
 With a market capitalisation of `3758.66 capex which lead to significant margin expansion and profit for the textile
crores, the company maintains dividend companies.
yield of 0.49 per cent. Trailing-Twelve-
Month P/E stands at 47.50 which is quite trailing-twelve-month EPS stands at domestic consumption as well as export
healthy as compared to the industry P/E `12.87. The shares of the company in the demand. The organised apparel segment
of 29.57. Return on equity of Raymond last 6 months have surged by 55 per cent. is expected to grow at a Compound
stands at 6.82 per cent whereas the Fifty-two- week High/Low of the scrip Annual Growth Rate of more than 13 per
industry ROE stands at 8.89 per cent. stands at `635/351.50. cent over a 10-year period. On the other
Return on capital employed stands at hand, Raymond Group has signed a
`10.21 per cent.Debt to Equity ratio of
CONCLUSION Memorandum of Understanding with
the company stands at 1.15 per cent The future of Indian textile industry Maharashtra Government for setting up
which is more than the industry. The looks promising, buoyed by both strong a textile manufacturing plant with an
investment of `1,400 crores in
Indian government has infused a new life to textile sector with its export Maharashtra’s Amravati district. Looking
promotion policies and allowing 100 per cent FDI in this sector under the at the investments made by the Centre in
automatic route. Additional steps like reduction of custom duty to 2.5% for the sector, the prospective of the
raw materials will help in giving an economical boost to this sector. Also the company looks promising however the
Q1FY17 results wore not in line with the
focus of government on expenditure for rural and agricultural sector is industry estimates meanwhile the
bound to increase the demand of textiles. valuation of the Raymond at the current
The growth momentum in the sector has not been at par with other levels looks promising.
growing sector in recent past and thus the potential is yet to unfold and
The scrips of the company are already
stimulate growth in textile sector. Looking forward, this sector is expected very close to its 52-week high and it could
to grow by 12-13% and double in next 6 years. Backed by both strong be interesting to see whether the scrips of
domestic consumption as well as export demand, the future for the Indian Raymond hits a fresh high in the
textile industry looks promising. upcoming days. Till then we suggest our
reader-investors to HOLD the scrip. DS
 Dinesh Rohira, Founder CEO, 5nance.com

18 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


DSIJ Special

As Crucial GST Council Meet Nears,


Bet High On Logistics Sector

B
y the time you read this
DSIJ Special in the latest
edition of your favourite
investment fortnightly, chief
ministers of several states
across the country will be breaking their
heads along with their finance ministers
to come up with further suggestions
before the final meeting of the GST
Council, scheduled to kick off on
November 3. The earlier one held in
the national capital during second half
of October did not lead to a consensus
thus calling for the early November
meeting to be chaired by union
Finance Minister, Arun Jaitley even as
his government is desperate to
implement the new set of laws by end To ensure our reader-investors continue Globally, logistics is one of the most
of this fiscal. While the meeting of to stay ahead in the race when it comes dynamic business functions and indeed
November 3 may pave the way for to taking the wise call on choosing the can prove to be the core competence of
the final GST rate which may be a right sectors, right stocks, here we any company which manages to stay
number within the range of 16-24 per describe the existing scenario and also ahead of the curve. Logistics providers
cent, stocks related logistics and identify a set of two stocks which have are increasingly being awarded dedicated
transportation sector have started been witnessing interesting movements e-commerce warehousing and
showing upward trend on a consistent since GST turned a reality after lots of distribution contracts. In global logistics
basis. delays. industry, a key trend is the provision of

Benefits of GST to the logistics industry


Pre GST Post GST
As of now, along with a Corporate state tax of 2 per
Interstate tax cent for inter-state goods transfer every Indian state
Uniform taxation will be applicable.
implication (29 states) taxes goods that move across their borders
at different rates.
Trucks lie idle for 30 to 40 per cent as per industry Operational efficiencies will be in place post phasing out of
estimates during their delivery schedule due to trade border check posts. World bank estimates Indian corporates
Logistics speed barriers such as entry taxes, local body taxes, OCTROI can save upto 30-40 per cent of logistic costs incurred due to
and other hurdles, currently. stoppages at various tolls and check posts.
Warehouse optimisation will lead to lower inventory costs as it
Currently companies are maintaining warehouses in
is expected to bring down the logistics costs by approximately by
Cost each state due to the existing interstate taxation system
1.5-2.00 per cent of sales. GST tax will be levied on transportation of
which makes the supply chain longer and inefficient.
goods and full credit will be available on interstate transactions.

20 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Government of India (GOI) is
committed to put in place a Deb Mukherjee
centralised and comprehensive
taxation mechanism, goods and
CEO, Wisdom Capital
services tax, by April 2017.
lead to an improved economic in place. The financial markets are
Its impact will be felt in taxation health; thus, encouraging an also taking a cue from the GST
structure, incidence, computation, increasing number of people to construct and reacting accordingly.
payment, compliance, and engage in the India growth story.
reporting, influencing all segments For instance, not only will the So too are the investors overseas
of Indian economic life. With souring, distribution, pricing of the who are watching with the
particular emphasis on supply goods will be positively impacted developing situation with great
chain, a common technology but also the value creation will be attentiveness. Few of the FIIs have
aggregated platform will aim to facilitated with improved cash already taken positions in
streamline the infrastructural flows and transaction anticipation, believing into the
complexities linked to taxation. As management. However, there are GOI’s stand on the GST. If the GOI is
we see it, tax rationalisation, linked challenges such as able to deliver the GST claim,
compliance and procedural adaptability, technology financial markets will be the
simplification and, technological constraints, and effective primary port where celebrations,
implementation are the three compliance. As an evolutionary in the form of shareholder wealth
pillars on which GST stands. process, these will only be ironed creation, will be heard in the first
The increased efficiencies will out once GOI puts the mechanism place.

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 21


DSIJ Special
value-added services and bespoke Our Recommendations
solutions.
Looking at the capability and strong will of the current reformist government, an effective
The Indian logistics industry even resolution of the issues in GST, will in high probability present significant business
though at nascent stage is in an exciting opportunities to the logistics players in India.
growth phase with the catching up it has
to do to be at par with the global logistics Here we bring in the case of two logistics and transportation majors where investors can
industry. With expectations to grow in park their money considering the GST related developments though the final rate is
higher teen percentage, the logistics awaited from the November 3 meeting but once the rate is finalised and shared, chances
industry in India is indeed one of the of these stocks along others witnessing further raise can not be ruled out.
fastest growing industry in the country
that also happens to be the fastest Blue Dart Tiger Logistics
growing nation in the world, in terms
BSE Code : 526612 BSE Code : 536264
of GDP.
Face Value : 10 Face Value : 10
Indian logistics industry which is
CMP (As on Oct. 26, 2016) : 5105 CMP (As on Oct. 26, 2016) : 283
primarily categorised into four segments
comprising transportation, warehousing, Blue Dart Express (BDE) continues to be a Tiger logistics is a leading supply-chain
freight forwarding and value-added market leader in the organised air express service (3rd party logistics – 3PL) logistic
logistics is expected to grow steadfastly market with an approximate 46 per cent company in India. Tiger logistics has
led by e-commerce penetration, evolving market share. The average growth rate custom house agent‟s license and a
consumption story in India and most expected for the express industry is 17 -18 Multimodal Transport Operator‟s
specifically proposed GST per cent and the market size is expected to (MTO) license to service its clients‟
implementation aptly aided by reach `27000 crore by FY18. needs.
government initiatives like “Make
in India”, 100 per cent FDI in Continuous increase in internet The GST implementation is expected to
warehouses, National Integrated penetration and growing usage of smart rationalise the warehousing and this may
Logistic Policy etc. phones and tablets is key for the BDE. lead to increased demand for 3PL
E-tailing I catching up big time in India companies like Tiger logistics to help
The logistics industry in India is also and is expected to maintain a strong manage the corporate’s overall
highly fragmented with approximately growth momentum of approximately 50 distribution and supply chains.
50 per cent of the market share lying per cent running upto FY18.
with the unorganised players. The The company while maintaining service
growth feasibility of the Indian Changing buying patterns and expected quality is able to grow owing to its
logistics industry is, however, being increased e-commerce activities augurs business strategy of ;-
challenged by the inherent multiple well for BDE business in the B2C segment. 1. Entering new geographies
complexities that includes complex With improved consumption across 2. Operational efficiencies
tax structure which leads to higher nation the B2B activities may also pick up 3. Ability to leverage market skills and
logistic costs and here is where GST and BDE will be one of the biggest relationship
could be the game changer. GST bill beneficiaries. 4. Focus on consistently meeting
once implemented is expected to be a quality standards
boon for a large nation of consumers like Strong market share and excellent
India. operating leverage experienced by BDE GST implementation and surge in
makes it an investible asset for long term as e-commerce volume expected in coming
Various studies show that the logistics one can expect the company to post sharp few years are the key triggers for this
costs can be reduced by as high as 20 per growth in earnings and profitability. particular logistics counter.
cent from the existing levels. However
GST alone may not be suffice to bring
down the logistics cost as adequate The GST regime is extremely However it is important that the new tax
logistics infrastructure will be required to important for India to sustain economic system i.e GST should not be multi
bring down the costs for the industry. In growth rate close to 8-10 per cent on layered as has been feared. It will only be
USA the logistics cost is around 8-10 per annual basis. GST implementation is all a case of old wine in new package if the
cent of GDP whereas the logistics cost is set to overhaul the present indirect tax multiple rate GST structure is
India is around 14-16 per cent indicating regime which is not only complex and implemented. DS

inefficiencies in the logistics confusing but also inefficient and


infrastructure. opaque. (A report by DSIJ Editorial Research Team)

22 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Communication Feature

Charting A Stable Growth Path For


Indian Aviation Industry In A Volatile
Market – Role Of Crude Oil
Futures
The airline industry being cyclical in
nature is sensitive to a number of key
drivers, the most prominent being the
cost of jet fuel. The cost of jet fuel is not
only the largest cost component of the
airline’s operating expense; it is also the
most volatile. Hence, securing jet fuel
price exposure can help airlines to protect
margins, comply with budgets and ride
out volatility of fluctuating jet fuel prices.
This can be done by hedging the cost of
jet fuel, which broadly means locking in
the cost of fuel to protect against losses
from a sudden increase in fuel price.
Hedging stabilises fuel prices, and Hedging and Share Prices Southwest (LUV.N) and Delta (DAL.N),
therefore overall cost, cash flows and which resort to hedging as a protection
profit for an airline, besides helping them of Aviation Firms – Case of against surging oil prices, have shown a
in planning their long-term growth South West and Delta remarkable appreciation. The NYSE
process. ARCA airline index (XAL), which is a
Since July 2014 the persistent fall in the modified equal-dollar weighted index,
price of crude oil has tremendously designed to measure the performance
The Jet Fuel – Crude Oil boosted the bottom lines of major airline of highly capitalised and liquid
Connect – For Hedgers stocks. Despite a 26 percent hike in the international airline companies has also
price of WTI crude oil since last three increased by 11% during the same period.
Since jet fuel is produced by refining months, major US airline stocks like In the first quarter of 2016, the average
crude oil, the price of jet fuel is highly
correlated to the price of crude oil
(97.6%). It is also highly correlated to the
price of heating oil, which is another
distillate like jet obtained during the
refining process. While the costs for jet
fuel are hedgeable, there is not a perfect
hedge available for jet fuel in either the
over-the-counter or exchange traded
derivatives. Over the counter derivatives
on jet fuel are very illiquid and apart from
a little-traded Japanese market, there are
no exchange-traded futures available in
jet fuel. The most liquid market available
for the closely related products is Brent
and WTI crude oil.

24 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


hedging among the aviation businesses.

Hedging and the Bottom


line – Case of Aviation
Industry
The Indian aviation industry is highly
competitive and since monthly cash flow
varies substantially due to price volatility,
not hedging ATF may affect the operating
margins. Hedging ATF reduces the impact
of fuel price volatility, projects profits more
accurately and reduces the downside risk
to business from political or geographical
events such as the Tsunami, Terrorist
Attacks etc. In the long run if the price of
crude oil goes up, price of jet fuel must
also go up.
price of WTI crude was $33.4/bbl, contracts like CME/NYMEX, ICE or
slumping 21 percent from its previous MCX, thus omitting any counter party During an environment of rising crude oil
quarter. In the wake of this softer fuel risk. They are also more liquid and it prices, hedging has often paid off for the
price environment, Southwest Airline, allows the airline to sell before due date. airlines, helping them to reduce their
the biggest hedger in the US, actively In practice, to reduce price fluctuation exposure to high fuel cost. Refusing to
hedged 2.8 billion USD and 2.7 billion risk on projected cost, many airlines hedge fuel costs amounts to a bet that fuel
USD in Brent and WTI crude oil hedge a proportion of their fuel 6 to 24 prices will stay low, however, which could
contracts in the first and second quarter months in advance by buying crude oil itself backfire, and after all, unhedged
respectively out to 2018. More recently in contracts from a bank or on an oil futures profits are serendipitous and not
the third quarter Delta Airline (DAL.N) market. Airlines can move profits sustainable. With the current Listing
hedged crude oil contracts worth 496 forward or backwards by timing the sale Obligations and Disclosure requirements
million USD. Meanwhile across the pond of their oil futures. of SEBI, which require the listed
in Europe, budget carrier Norwegian Air companies to disclose the information
has hedged 28 percent of its fuel cost for In an uncertain and high volatility related to commodity price risk in their
2016 and extended hedges out to 2017 market, airlines also have a tendency to Annual Reports, it makes all the more
with the potential to increase depending go for an options-based hedging sense to listed Indian airline companies to
on the forward curve. Ryan Air (RYA.I), program. Options contracts give the adopt hedging as a best practice to bring in
which has the largest publicly declared purchaser the right, but not the stability.
hedging percentage, stands at 70% obligation, to buy or sell fuel in the future
The article is authored by the MCX-PKMT, Energy Team
hedged for current year. at a certain price, although it has a charge
attached to it.

Hedging Jet Fuel Risks In India, the need for hedging is far more
In practice, jet fuel risk can be managed crucial as fuel (Aviation Turbine Fuel
in several ways. These include using -ATF) cost accounts approximately 40%
both over-the-counter and exchange- of operating cost of airlines; and is priced
traded derivatives. Among the 65 percent higher than other airports
over-the-counter instruments, swaps globally. For domestic operation, airlines
and options including collar structures earlier had to procure ATF only from
are primary derivatives used by airlines refineries at international prices and were
and are traded directly between the not allowed to hedge the fuel price risk as
airlines and investment bank. This they were not physically importing the
not only involves a counter party risk, but commodity. However, The Reserve Bank
is non- transparent and expensive as well. of India, in its Annual Monetary and
Futures are the most prevalent derivatives Credit policy 2007-2008 has permitted
used for hedging, since they are usually airlines to hedge economic exposure,
through exchanges that set standard which is a step towards promoting

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 25


Databank Updated Information
Updated as on Oct 21, 2016

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

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

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

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)

Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP

1 AGRO - OTHERS
IND. COMPOSITE 71 256 -2 851
HPC Biosciences Ltd. 1 1603 16.0 2 2 0.5 0.0 - 0.0 1.5 - - - - - - - - 21.92 0 0.00 0.7 790 49.50 51/39 789 -
2 AIRLINES
IND. COMPOSITE 1078 42395 3613 12
InterGlobe Aviation 10 1603 364.6* 50 16140 1989.7 54.6 15.00 1.6 108.2 1606 4578.9 591.8 1606Q 4578.9 9 591.8 -8 85.94 0 7.46 63.4 34113 935.70 1396/702 33345 17.6
Jet Airways 10 U1603 113.6 -285 21167 1173.6 103.3 - -2.3 - 1606 5112.0 103.1 1606Q 5112.0 -2 103.1 -53 50.99 0 37.24 106.1 5415 476.70 796/388 13598 5.1
Spicejet Ltd. 10 U1603 599.5 -19 5088 449.8 7.5 - -0.9 - 1606 1521.5 149.0 1606Q 1521.5 37 149.0 104 60.31 33 2.12 171.0 4049 67.55 95/41 5444 7.8
3 ALUMINIUM
IND. COMPOSITE 1173 41134 1338 31
Hindalco Indus. 1 1603 206.5* 179 34318 607.3 2.9 1.00 0.8 1.6 1606 7597.3 294.1 1606Q 7597.3 -11 294.1 381 40.04 0 43.23 364.7 31370 151.90 165/59 59689 39.5
National Alumini 5 1603 966.5 65 6816 731.0 3.8 2.00 0.0 5.8 1606 1549.0 135.0 1606Q 1549.0 4 135.0 -23 74.57 0 16.16 80.9 9897 51.20 53/30 4963 14.1
4 AQUACULTURE
IND. COMPOSITE 48 2337 156 20
Avanti Feeds Lim 2 1603 9.1 83 2018 155.3 34.2 7.00 0.0 41.2 1606 756.6 46.6 1606Q 756.6 25 46.6 2 43.94 0 29.32 14.9 2740 603.30 632/333 2676 17.5
*Waterbase Ltd. 10 1603 38.6 26 319 0.7 0.2 - 0.1 0.7 1606 135.3 9.0 1606Q 135.3 34 9.0 8 57.39 0 1.63 26.7 466 120.65 165/61 454 -
5 AUTO - 2 & 3 WHEELERS
IND. COMPOSITE 400 63071 7365 23
Atul Auto Ltd 5 1603 11.3* 68 531 47.4 20.9 5.25 0.0 30.6 1606 93.0 5.0 1606Q 93.0 -13 5.0 -29 52.69 0 15.31 21.2 1083 478.00 581/392 1070 23.9
Bajaj Auto Ltd. 10 1603 289.4 425 22688 3652.4 126.2 55.00 0.0 29.7 1606 6088.8 978.4 1606Q 6088.8 4 978.4 2 49.29 0 25.96 80.1 80992 2798.95 3122/2173 80295 21.5
Hero MotoCorp 2 1603 39.9* 398 28599 3132.4 156.9 72.00 0.0 39.4 1606 8010.7 883.1 1606Q 8010.7 8 883.1 18 34.63 0 56.34 84.4 67107 3360.55 3740/2375 66976 20.4
Maha. Scooters 10 1603 11.4 273 9 101.0 88.4 30.00 0.0 32.4 1606 0.9 1.4 1606Q 0.9 -62 1.4 -31 50.99 0 10.95 10.4 2247 1966.30 2170/995 2241 22.4
TVS Motor Co. Ltd. 1 1603 47.5 41 11244 432.1 9.1 2.50 0.4 22.3 1606 2880.9 121.3 1606Q 2880.9 12 121.3 21 57.39 0 30.20 107.1 18799 395.70 402/241 19525 40.6
6 AUTO - ANCILLARIES
IND. COMPOSITE 1255 71061 4678 43
Amara Raja Batt. 1 1603 17.1 123 4691 489.4 28.7 4.25 0.0 23.3 1606 1469.0 130.7 1606Q 1469.0 17 130.7 7 52.06 1 29.31 42.9 17509 1025.05 1077/773 17431 35.2
Amtek Auto Ltd. 2 1603 45.0 197 1485 -660.8 -58.8 - 1.8 - 1606 553.3 -319.7 1606Q 553.3 -36 -319.7 -103 47.42 0 13.32 86.5 1017 45.25 56/26 8989 -
AutoCorpn of Goa 10 1603 6.4 280 417 16.5 25.7 15.00 0.0 9.2 1606 124.8 6.3 1606Q 124.8 24 6.3 80 53.50 0 0.86 11.6 448 697.35 745/381 449 23.1
Automotive Axles 10 1603 15.1 217 1086 34.8 23.0 5.50 0.1 10.6 1606 292.8 11.1 1606Q 292.8 25 11.1 42 71.03 0 13.66 11.9 1056 698.55 817/510 1084 27.8
Banco Products 2 1603 14.3 63 493 82.1 11.5 4.60 0.0 18.1 1606 138.9 32.9 1606Q 138.9 22 32.9 38 67.88 0 4.71 17.5 1673 233.90 242/90 1602 18.3
Bosch Ltd. 10 1603 31.4 2640 10613 1245.9 396.8 85.00 0.0 15.0 1606 2519.6 378.7 1606Q 2519.6 9 378.7 1 71.17 0 19.34 51.3 70859 22567.30
2 5650/15753 69046 50.8
*Endurance Technologi 10 1603 140.7* 104 3674 205.6 14.6 7.38 0.1 14.0 - - - - - - - - - 0 0.00 - 8769 623.40 675/570 8908 -
Exide Inds. 1 1603 85.0 52 6809 622.8 7.3 2.40 0.0 14.0 1606 2011.1 196.1 1606Q 2011.1 11 196.1 26 45.99 0 35.46 89.4 17323 203.80 205/116 17352 26.1
Federal-Mogul Goetze 10 1603 55.6 88 1328 44.0 7.9 - 0.4 9.0 1606 340.8 16.7 1606Q 340.8 -1 16.7 71 74.98 0 13.55 17.8 2669 479.80 591/271 2817 52.4
FIEM Industries 10 1603 13.2 208 987 57.2 43.5 8.00 0.4 20.9 1606 245.2 11.5 1606Q 245.2 21 11.5 20 63.58 0 24.19 8.0 1832 1392.00 1510/584 1937 31.0
Gabriel India 1 1603 14.4 26 1438 75.2 5.2 1.20 0.0 19.8 1606 370.4 19.4 1606Q 370.4 8 19.4 11 54.63 0 17.79 59.0 1686 117.40 126/75 1658 21.8
GNA Axles 10 1603 21.5* 67 509 26.0 12.1 - 0.8 17.9 - - - - - - - - - 0 0.00 - 541 252.25 276/218 649 -
Harita Seating Syst. 10 1603 7.8 89 308 25.3 32.6 6.00 0.0 36.8 1606 80.8 3.4 1606Q 80.8 8 3.4 5 66.35 0 8.69 6.2 472 607.00 676/260 472 18.5
Hind. Composites 10 1603 4.9 1194 184 39.1 79.4 1.00 0.0 6.7 1606 54.8 12.4 1606Q 54.8 46 12.4 115 74.97 0 0.01 11.9 866 1760.00 2119/750 867 19.0
India Nippon Ele 10 1603 11.3 208 340 25.3 22.4 9.00 0.0 10.6 1606 84.0 6.1 1606Q 84.0 7 6.1 37 66.38 0 0.38 7.7 683 603.65 620/315 672 25.3

26 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Jamna Auto Inds. 5 1603 39.8 31 1092 72.3 9.1 2.75 0.0 29.4 1606 293.7 27.3 1606Q 293.7 16 27.3 96 47.91 9 6.48 29.1 1783 223.85 240/106 1787 20.8
Jay Bharat Marut 5 1603 10.8 112 1302 40.4 18.7 2.00 0.4 16.7 1609 412.7 13.3 1609H 746.0 15 20.3 14 58.56 0 0.11 12.1 646 298.20 298/114 739 15.1
JBM Auto 5 1603 20.4 49 567 24.6 6.0 1.75 1.1 12.4 1606 175.6 13.6 1606Q 175.6 16 13.6 136 61.97 0 2.90 11.3 1148 281.30 288/101 1352 35.3
JMT Auto Ltd. 1 1603 50.4* 3 336 4.9 0.1 - 0.8 2.9 1606 81.3 1.1 1606Q 81.3 -3 1.1 -34 71.73 100 17.73 9.8 1307 25.95 53/18 1434 -
LG Balakrishnan&Bros 10 1603 15.7 252 1090 57.5 36.6 6.00 0.3 14.5 1606 264.3 9.5 1606Q 264.3 7 9.5 6 47.45 0 15.18 17.0 921 587.00 653/397 1026 15.9
Lumax Auto Technolog 10 1603 13.6 100 562 19.6 14.3 4.70 0.1 14.3 1606 147.5 3.3 1606Q 147.5 8 3.3 -13 55.66 0 17.59 7.9 692 507.60 523/260 703 36.3
Lumax Inds. 10 1603 9.3 210 1255 37.4 40.0 12.00 0.5 18.3 1606 303.5 9.7 1606Q 303.5 -5 9.7 -15 73.56 0 1.75 20.6 825 882.45 888/357 917 23.1
Minda Corporation 2 1603 41.9 17 705 46.5 2.2 0.50 0.2 13.4 1606 180.6 10.4 1606Q 180.6 13 10.4 11 70.20 0 12.69 8.0 2397 114.50 144/75 2406 50.5
Minda Industries 2 1603 15.9 55 1469 79.4 10.0 1.40 0.2 18.2 1606 400.8 22.6 1606Q 400.8 17 22.6 66 74.01 0 6.40 10.8 2715 342.20 368/101 2796 30.7
MothersonSumiSystems 1 1603 140.4* 17 5312 711.9 5.1 2.50 0.1 29.1 1606 1421.5 143.7 1606Q 1421.5 18 143.7 -10 63.10 9 26.65 106.5 46913 334.25 359/206 47233 67.3
Munjal Auto Industr. 2 1603 10.0 44 885 20.1 4.0 1.40 0.2 9.2 1606 224.4 8.1 1606Q 224.4 3 8.1 78 74.80 0 0.12 19.6 544 108.70 114/62 594 23.0
Munjal Showa Ltd 2 1603 8.0 113 1502 61.2 15.3 4.00 0.0 13.5 1606 385.5 14.6 1606Q 385.5 -1 14.6 -18 65.01 0 3.55 13.9 931 232.85 246/150 929 16.1
Phoenix Lamps 10 1603 28.0 63 218 1.4 0.5 - 0.2 0.8 1606 57.7 6.2 1606Q 57.7 16 6.2 88 61.92 0 1.02 23.0 452 161.40 172/88 491 1 04.9
Precision Camshafts 10 1603 94.7 54 438 54.9 5.8 1.00 0.3 10.8 1606 117.6 18.5 1606Q 117.6 -0 18.5 8 63.91 0 16.66 48.0 1704 179.80 187/126 1518 30.2
Pricol Ltd. 1 1603 9.5 32 1127 43.2 4.6 - 0.1 14.4 1606 318.7 22.2 1606Q 318.7 38 22.2 1252 40.66 7 4.98 38.3 1189 125.45 132/30 1216 18.7
Rane (Madras) 10 1603 10.5 145 861 14.1 13.4 4.50 1.6 9.2 1606 227.6 2.7 1606Q 227.6 12 2.7 61 57.84 0 0.38 6.5 554 527.05 568/267 786 36.7
Rane Brake Lining Lt 10 1603 7.9 174 448 25.8 32.5 10.00 0.2 18.7 1606 121.5 10.5 1606Q 121.5 17 10.5 118 66.58 0 9.74 6.8 1003 1267.00 1399/277 1022 31.9
*Rane Engine Valve Lt 10 1603 6.7 153 350 -12.5 -18.7 - 1.1 - 1609 90.7 61.9 1609H 183.0 5 59.3 2203 51.15 0 1.37 5.2 517 770.15 807/442 632 -
Rico Auto Inds. 1 1603 13.5 34 908 27.1 2.0 0.60 0.4 5.9 1606 247.3 14.1 1606Q 247.3 14 14.1 174 50.10 0 4.45 46.3 934 69.05 73/28 1105 25.9
Setco Automotive 2 1603 26.7 14 505 33.4 2.5 0.80 1.1 15.1 1606 113.6 3.6 1606Q 113.6 10 3.6 -16 63.53 61 4.09 9.2 578 43.25 55/28 783 18.4
Shanthi Gears 1 1603 8.2 35 165 18.2 2.2 0.50 0.0 6.4 1606 46.4 4.9 1606Q 46.4 23 4.9 159 70.12 0 5.10 15.3 1063 130.05 143/78 1005 50.0
Sharda Motor Ind 10 1603 5.9 388 927 34.2 57.6 12.50 0.5 14.8 1606 244.1 12.6 1606Q 244.1 14 12.6 144 74.95 0 0.16 2.9 703 1181.50 1438/726 771 16.9
Shivam Autotech Ltd. 2 1603 20.0 20 424 19.2 1.9 0.40 1.4 9.8 1606 118.8 1.2 1606Q 118.8 5 1.2 -85 74.79 0 0.97 14.7 512 51.15 72/40 784 40.4
Shriram Pistons 10 U1603 22.4 308 1393 92.7 41.5 - 0.4 13.2 1606 363.3 32.6 1606Q 363.3 9 32.6 88 - 0 0.00 - 3402 1520.70 2973/385 3591 31.5
Sona Koyo Steer. 1 1603 19.9* 14 1077 25.0 1.3 0.50 0.8 9.1 1606 264.2 3.1 1606Q 264.2 2 3.1 77 52.32 0 1.43 52.2 1343 67.55 75/37 1545 51.0
Steel Strips Wheels 10 1603 15.5 296 1182 61.2 39.4 1.50 1.3 13.3 1609 291.0 18.0 1609H 616.3 4 32.9 21 58.76 12 0.97 12.9 1077 693.60 775/284 1553 15.3
Subros Ltd. 2 1603 12.0 56 1307 24.0 4.0 0.80 0.9 7.2 1606 324.4 -0.8 1606Q 324.4 10 -0.8 -119 40.00 0 4.45 59.6 849 141.60 145/73 1140 44.2
Sundaram Clayton 5 1603 10.1 213 1415 139.6 69.0 41.00 0.6 32.4 1606 346.5 11.4 1606Q 346.5 0 11.4 -66 74.99 0 15.72 15.5 6790 3355.85 3410/1755 7067 57.9
Sundaram Fasten. 1 1603 21.0 48 2607 211.2 10.0 2.15 0.5 20.8 1606 713.0 75.5 1606Q 713.0 13 75.5 79 49.53 0 21.49 39.6 6858 326.35 330/135 7399 28.1
Suprajit Enginee 1 1603 13.1 32 588 50.0 3.8 1.05 0.4 12.1 1606 143.5 12.8 1606Q 143.5 16 12.8 3 47.36 0 16.13 12.9 2780 211.70 234/122 2959 55.2
The Hi-Tech Gears 10 1603 18.8 88 450 21.2 11.3 3.00 0.2 10.8 1606 122.7 6.5 1606Q 122.7 6 6.5 -2 55.29 0 0.11 4.8 692 368.90 400/220 718 32.9
WABCO India 5 1603 9.5 556 1838 204.6 107.9 6.00 0.0 19.4 1606 536.7 73.9 1606Q 536.7 39 73.9 56 74.99 0 10.54 25.8 11021 5810.55 7300/5172 10808 47.7
Wheels India Ltd. 10 1603 12.0 339 2016 40.0 33.2 9.00 0.8 9.8 1606 534.0 14.6 1606Q 534.0 9 14.6 88 74.99 0 7.39 7.3 1554 1291.75 1417/771 1885 33.2
ZF Steering Gear 10 1603 9.1 308 381 45.1 49.7 12.50 0.1 16.1 1606 111.1 13.5 1606Q 111.1 32 13.5 51 73.65 0 1.68 10.1 1478 1629.10 1760/1045 1509 29.8
7 AUTO - CARS & JEEPS
IND. COMPOSITE 462 98631 7739 33
Mahi. & Mahi 5 1603 310.5 350 40885 3167.5 51.0 12.00 0.1 14.6 1606 11942.9 955.2 1606Q 11942.9 14 955.2 12 25.41 5 55.58 166.7 82419 1327.00 1509/1092 81965 25.0
Maruti Suzuki India 5 1603 151.0 894 57746 4571.4 151.3 35.00 0.0 16.9 1606 14927.3 1486.2 1606Q 14927.3 12 1486.2 23 56.20 0 37.16 155.5 170669 5649.80 5770/3202 1 70707 3 5.1
8 AUTO - LCVS/HCVS
IND. COMPOSITE 1019 71604 2416 118
Ashok Leyland 1 1603 284.6 16 18822 721.8 2.5 0.95 0.4 13.1 1606 4258.8 290.8 1606Q 4258.8 10 290.8 101 44.29 11 22.01 408.0 24702 86.80 113/75 25118 29.0
Eicher Motors 10 1603 27.2 791 6188 1229.8 361.7 1 00.00 0.0 57.2 1606 1557.5 337.1 1606Q 1557.5 42 337.1 70 50.59 0 36.73 67.7 68293 25109.40 2 6602/14818 68271 56.5
Force Motors 10 1603 13.2 1124 3060 179.4 136.2 10.00 0.0 12.1 1606 854.1 51.5 1606Q 854.1 33 51.5 44 60.11 0 5.72 43.6 5785 4390.30 4525/2180 5470 29.6
SML Isuzu Ltd. 10 1603 14.5 235 1164 51.2 35.4 8.00 0.2 15.0 1606 463.2 41.1 1606Q 463.2 21 41.1 42 43.96 0 7.39 29.0 1872 1293.25 1434/646 1890 29.6
Tata Motors Ltd. 2 1603 679.1* 66 42370 234.2 0.7 0.50 0.6 1.0 1606 11464.7 25.8 1606Q 11464.7 10 25.8 -91 33.00 6 41.73 467.6 184912 544.55 599/266 1 98499 -
9 AUTO - TRACTORS
IND. COMPOSITE 1335 4164 139 40
Escorts Ltd. 10 1603 122.6 150 3472 89.4 7.3 1.20 0.2 4.8 1606 1051.4 47.0 1606Q 1051.4 8 47.0 29 43.00 0 11.95 90.6 4861 396.55 414/113 4920 48.6
HMT Ltd. 10 U1603 1204.1 3 45 -24.7 -0.2 - 2.0 - 1606 7.5 -32.6 1606Q 7.5 -29 -32.6 -29 93.68 0 0.00 22.0 4913 40.80 60/35 4988 -
VST Tillers Tr 10 1603 8.6 486 647 74.1 85.8 15.00 0.0 17.6 1606 178.1 20.0 1606Q 178.1 7 20.0 -4 53.98 0 17.88 11.6 1674 1938.15 2035/1275 1647 22.9
10 BEARINGS
IND. COMPOSITE 162 6555 607 34
Fag Bearings Ind 10 1512 16.6 775 1724 197.5 118.8 10.00 0.0 15.3 1606 452.6 45.3 1606H 870.1 3 87.7 -3 51.32 0 32.06 10.2 7295 4390.15 4438/3707 6825 37.5
Menon Bearings L 1 1603 5.6* 9 111 14.9 2.7 1.00 0.2 28.7 1606 31.0 4.7 1606Q 31.0 16 4.7 55 74.67 0 0.00 9.3 474 84.65XB 93/40 481 28.7
NRB Bearings Lim 2 1603 19.4 31 659 46.0 4.7 1.40 0.7 15.3 1606 174.6 14.1 1606Q 174.6 9 14.1 34 54.96 5 34.10 9.8 1276 131.60 162/104 1470 25.7
SKF India 10 1603 52.7 298 2998 257.1 39.0 15.00 0.0 16.4 1606 703.2 60.4 1606Q 703.2 15 60.4 30 53.58 0 32.45 24.3 7460 1414.65 1490/1040 6762 32.4
Timken India Ltd 10 1603 68.0 77 1062 91.9 13.5 1.00 0.0 17.6 1606 300.2 28.4 1606Q 300.2 13 28.4 21 75.02 0 11.05 53.8 4186 615.55 641/401 4157 43.2
11 BEVERAGES
IND. COMPOSITE 298 16853 1475 43
G M Breweries Ltd. 10 1603 14.6* 124 360 58.3 39.9 2.50 0.0 32.2 1609 87.7 11.1 1609H 176.7 1 23.7 -6 74.43 0 2.13 12.8 825 564.45XB 928/419 791 14.6
Manpasand Beverage 10 1603 57.2* 106 557 50.6 8.8 1.00 0.0 8.3 1606 236.9 28.6 1606Q 236.9 53 28.6 82 50.38 0 45.61 8.2 4124 721.15 776/370 4031 65.0
Radico Khaitan Ltd. 2 1603 26.6 67 1543 76.9 5.8 0.80 0.8 8.5 1606 430.4 21.5 1606Q 430.4 9 21.5 19 40.46 7 39.33 34.6 1908 143.45 150/84 2605 23.8
*Som Distilleries 10 1603 27.5 46 220 13.4 4.9 1.50 0.7 10.6 1606 87.4 7.1 1606Q 87.4 13 7.1 11 22.97 0 0.00 6.5 466 169.15 208/151 538 29.5
United Breweries Ltd 1 1603 26.4 80 5081 294.6 11.1 1.15 0.2 14.0 1606 1562.3 147.1 1606Q 1562.3 8 147.1 20 73.87 19 20.51 33.3 24225 916.20 1014/690 24625 75.8
United Spirits 10 1603 145.3 193 9092 981.2 67.5 - 1.3 35.0 1606 2040.5 43.8 1606Q 2040.5 9 43.8 277 58.47 3 27.28 94.0 34681 2386.40 3645/2120 38343 34.0
12 CABLES - POWER/OTHERS
IND. COMPOSITE 97 4370 -262 20
Diamond Power Infras 10 U1603 81.0* 103 2045 -324.5 -40.1 - 2.3 - 1603 709.6 -266.6 - - -10 - - 44.57 61 12.35 22.1 462 57.00 63/22 2281 -
KEI Industries 2 1603 15.6* 47 2326 62.2 8.0 0.50 1.2 17.0 1606 560.7 16.9 1606Q 560.7 8 16.9 45 49.39 0 22.72 24.4 916 117.70 129/86 1347 13.6
13 CABLES - TELEPHONE
IND. COMPOSITE 233 7386 564 24
Finolex Cables 2 1603 30.6 96 2461 248.8 16.3 2.50 0.0 16.9 1606 596.6 67.2 1606Q 596.6 1 67.2 40 35.85 0 24.34 37.6 6514 425.95 457/201 6321 24.3
Shilpi Cable Technol 10 1603 110.6 33 1906 56.3 5.1 1.00 0.7 15.5 1606 532.5 17.4 1606Q 532.5 25 17.4 26 41.19 74 12.39 8.7 2224 201.05 212/44 2375 37.1
Sterlite Technologie 2 1603 79.6* 20 2036 181.1 4.6 1.00 0.8 22.2 1606 520.5 33.4 1606Q 520.5 -47 33.4 65 54.74 0 15.80 121.5 4373 109.90 111/69 5001 27.9
Vindhya Telelink 10 1603 11.9 310 984 77.3 65.3 6.00 0.8 21.0 1606 213.1 15.1 1606Q 213.1 4 15.1 -25 43.59 0 13.49 8.3 826 697.20 975/511 1094 11.4

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 27


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
14 CARBON BLACK
IND. COMPOSITE 45 2169 76 21
Oriental Carbon 10 1603 10.3 278 275 53.0 51.5 8.50 0.2 18.5 1606 75.5 14.6 1606Q 75.5 5 14.6 2 51.04 0 17.23 14.5 719 698.15 794/385 758 13.5
Phillips Carbon 10 1603 34.5 152 1895 22.9 6.6 2.50 1.7 4.4 1606 478.2 12.0 1606Q 478.2 0 12.0 409 53.56 0 6.95 31.2 895 259.70 282/80 1753 27.5
15 CASTINGS AND FORGINGS
IND. COMPOSITE 1371 15452 1056 28
AIA Engineering 2 1603 18.9 214 1850 587.7 62.3 18.00 0.1 29.1 1606 459.7 79.4 1606Q 459.7 1 79.4 -7 61.65 0 33.71 16.1 11743 1245.00 1355/700 11844 20.2
Alicon Castalloy 5 1603 6.1 124 683 21.9 17.8 3.75 1.0 14.4 1606 168.6 5.1 1606Q 168.6 20 5.1 12 70.99 0 0.00 4.2 520 424.50 440/242 660 23.5
Bharat Forge 2 1603 46.6* 156 4305 701.1 30.1 7.50 0.4 19.3 1606 957.0 122.1 1606Q 957.0 -19 122.1 -38 46.74 0 33.60 103.9 20755 891.35 979/687 21842 33.1
Electrosteel Cas 1 1603 35.7 56 1972 59.0 1.7 0.50 1.0 2.3 1606 420.9 10.1 1606Q 420.9 -12 10.1 -15 53.01 17 9.46 61.6 1001 28.05 29/17 2825 17.5
Hinduja Foundries Lt 10 1603 207.1* -15 845 -394.3 -12.7 - -2.3 - 1606 166.4 -36.6 1606Q 166.4 10 -36.6 63 53.25 0 14.31 8.7 721 34.80 65/27 1118 -
Jayaswal Neco Indust 10 1603 638.6 33 2633 -86.5 -1.4 - 1.8 - 1606 582.2 -118.8 1606Q 582.2 -17 -118.8 -1361 68.78 12 2.17 40.3 569 8.91 11/6 4439 -
M M Forgings Ltd. 10 1603 12.1 232 502 50.1 41.5 6.00 0.7 17.9 1606 119.0 10.4 1606Q 119.0 -4 10.4 -19 56.40 0 15.38 9.0 557 461.20 565/336 627 11.7
Mahindra CIE Auto 10 1512 359.6* 66 1204 30.9 1.1 - 0.0 1.3 1606 404.5 11.3 1606H 808.7 95 26.6 -17 74.73 0 13.73 55.0 6998 194.60 270/157 6983 1 70.0
Nelcast Ltd. 2 1603 17.4 35 561 31.9 3.7 0.80 0.3 10.4 1606 158.8 7.8 1606Q 158.8 12 7.8 9 74.42 0 1.99 13.8 581 66.80 77/51 609 17.9
Ramkrishna Forgings 10 1603 28.7 164 897 54.9 19.1 2.00 1.7 11.6 1606 217.8 6.2 1606Q 217.8 -8 6.2 -65 50.40 0 22.25 8.9 904 315.45 640/265 1712 20.8
16 CEMENT
IND. COMPOSITE 2565 84053 5607 55
*ACC 10 1512 187.8 450 11797 591.6 31.5 17.00 0.0 7.0 1609 2519.2 84.1 1609N 8427.0 -5 554.1 13 50.33 0 35.20 99.2 29333 1562.05 1738/1173 29277 44.7
Ambuja Cements Ltd. 2 1512 397.1* 52 9461 807.6 4.1 2.80 0.0 7.8 1606 2560.7 399.5 1606H 5005.4 1 703.3 29 61.62 0 31.23 166.4 49194 247.75 282/185 46369 50.9
Anjani Portland 10 1603 25.3* 60 306 18.8 7.4 - 1.1 12.3 1606 63.8 9.0 1606Q 63.8 -27 9.0 34 74.99 0 0.16 8.6 444 175.40 200/105 549 21.0
Birla Corporation Lt 10 1603 77.0 352 3275 157.4 20.4 6.00 0.3 5.8 1606 900.7 94.3 1606Q 900.7 14 94.3 467 62.89 0 19.93 21.9 5641 732.55 755/322 6216 24.0
Deccan Cements 10 1603 7.0 409 579 45.6 65.1 5.00 0.3 15.9 1606 132.0 11.4 1606Q 132.0 -17 11.4 -18 56.18 0 8.26 5.7 807 1151.85 1188/490 850 18.8
Heidelberg Cement In 10 1603 226.6 39 1655 38.6 1.7 - 0.9 4.3 1606 470.5 26.3 1606Q 470.5 7 26.3 684 69.38 0 17.82 48.2 3232 142.60 148/60 3980 52.5
India Cements Lt 10 1603 307.2 110 4227 137.8 4.5 1.00 0.7 3.8 1606 1205.7 44.0 1606Q 1205.7 -2 44.0 16 28.62 76 41.80 99.7 4755 154.80 164/64 7157 33.6
JK Cement 10 1603 69.9 245 3560 101.5 14.5 4.00 1.5 5.9 1606 897.8 60.9 1606Q 897.8 10 60.9 37909 67.02 0 25.05 81.9 6645 950.25 990/425 8673 41.0
JK Lakshmi Cement L 5 1603 58.8 113 2620 6.3 0.5 0.25 1.3 0.5 1606 777.2 28.7 1606Q 777.2 32 28.7 222 45.94 0 32.36 77.1 5868 498.65 514/253 7550 1 00.3
KCP Ltd. 1 1603 12.9 30 750 42.9 3.3 1.00 0.8 11.1 1606 182.4 3.2 1606Q 182.4 -12 3.2 -91 46.34 7 6.79 18.8 1450 112.45 116/59 1732 -
Mangalam Cement 10 1603 26.7 184 842 -20.5 -7.7 0.50 0.7 - 1606 225.2 22.6 1606Q 225.2 6 22.6 220 13.27 0 17.48 22.8 962 360.45 375/151 1278 -
NCL Industries 10 1603 36.7 54 661 53.1 14.5 2.00 0.5 27.0 1606 167.5 9.1 1606Q 167.5 6 9.1 -55 49.05 83 0.08 39.9 543 147.80 184/80 624 12.9
OCL India Limi 2 1603 11.4 247 2665 236.3 41.5 4.00 0.8 16.8 1606 708.6 105.8 1606Q 708.6 4 105.8 117 74.88 68 2.43 9.5 5107 897.60 929/390 6197 17.4
Orient Cement Ltd. 1 1603 20.5 50 1509 62.2 3.0 1.00 1.3 6.1 1606 437.1 -7.6 1606Q 437.1 25 -7.6 -127 37.50 0 38.79 18.4 3657 178.50 241/129 4909 1 36.5
Prism Cement Lim 10 1603 503.4 20 5550 8.4 0.2 - 1.7 0.8 1606 1409.6 15.7 1606Q 1409.6 3 15.7 295 74.87 0 16.07 89.1 5404 107.35 118/56 6936 -
Rain Industries 2 1512 67.3 9 86 26.1 0.8 1.00 0.9 8.4 1606 31.2 -1.4 1606H 35.2 10 1.1 145 41.09 18 28.95 39.5 1779 52.90 57/26 2032 -
Sagar Cements 10 1603 17.4 318 622 49.8 28.6 5.00 0.3 9.0 1606 136.4 4.6 1606Q 136.4 -30 4.6 -80 56.93 0 7.78 9.3 1362 783.20 835/350 1533 43.0
Saurashtra Cemen 10 1603 60.2* 44 530 43.8 7.3 1.00 0.1 16.4 1606 143.3 22.0 1606Q 143.3 11 22.0 138 64.63 99 1.73 11.2 466 77.45 85/38 421 8.2
Shree Cement 10 1603 34.8 1774 5568 454.9 174.1 24.00 0.1 7.4 1606 2494.2 507.7 1606Q 2494.2 45 507.7 388 64.78 0 29.30 18.4 59937 17204.75 18519/9350 60370 62.3
The Ramco Cements 1 1603 24.0* 129 3596 558.3 23.3 3.00 0.6 18.1 1606 972.1 155.9 1606Q 972.1 3 155.9 57 42.29 5 40.11 25.1 15017 625.75 685/336 16686 24.3
Udaipur Cement Works 4 1603 118.1 1 88 12.0 0.4 - 10.2 29.6 1606 18.9 0.6 1606Q 18.9 -16 0.6 141 74.99 0 0.70 22.6 772 26.15 28/9 1101 -
*UltraTech Cement 10 1603 274.5* 756 24107 2174.7 79.2 9.50 0.2 10.5 1609 6195.6 601.0 1609H 13290.8 1 1376.0 30 62.34 0 26.84 293.9 109264 3981.20 4130/2581 111859 42.6
17 CEMENT - PRODUCTS/BUIL D ING MA T ERIALS
IND. COMPOSITE 241 3514 104 44
*HIL 10 1603 7.5 611 1096 39.7 53.1 17.50 0.3 8.6 1609 214.8 9.2 1609H 601.0 -4 40.6 4 40.99 0 6.64 16.3 512 686.15 724/422 655 12.4
Indian Hume Pipe 2 1603 4.8 127 939 29.1 12.0 3.20 1.0 9.5 1606 447.6 26.0 1606Q 447.6 111 26.0 311 69.92 0 5.02 11.3 2046 844.70 880/273 2346 42.0
Ramco Industries 1 1603 8.7 58 702 33.7 3.9 0.50 0.6 6.7 1606 233.9 30.3 1606Q 233.9 -2 30.3 327 53.92 12 6.00 11.5 2334 269.30 288/79 2635 41.1
Sanghi Industrie 10 1603 220.0 41 777 1.5 0.1 - 0.6 0.2 1606 270.7 23.8 1606Q 270.7 3 23.8 9401 74.98 67 6.20 15.4 1586 72.10 91/45 2045 62.7
18 CERAMICS/TILES/SANI TAR Y WARE
IND. COMPOSITE 75 7930 515 38
Asian Granito India 10 1603 30.1* 110 873 18.9 6.3 - 0.5 5.7 1606 193.1 4.9 1606Q 193.1 -0 4.9 46 37.51 0 0.09 7.3 839 278.70 304/109 993 43.9
*Cera Sanitaryware L 5 1603 6.5 324 934 83.5 64.2 9.00 0.1 19.8 1609 261.0 25.1 1609H 484.9 16 46.5 39 54.74 0 19.92 17.3 3349 2575.25 2694/1475 3316 34.7
HSIL Ltd. 2 1603 14.5 208 1944 116.7 16.1 4.00 0.3 7.8 1606 498.6 26.5 1606Q 498.6 21 26.5 53 47.65 0 34.67 26.4 2531 350.10 370/224 2997 20.1
Kajaria Ceramics 1 1603 15.9* 57 2448 234.9 14.8 2.50 0.0 25.8 1609 676.4 73.8 1609H 1316.9 12 139.3 31 47.32 0 31.91 22.3 9807 617.05 740/422 9848 36.6
Somany Ceramics Ltd. 2 1603 8.5 99 1731 61.1 14.4 2.30 0.4 14.5 1606 413.9 17.9 1606Q 413.9 5 17.9 71 51.53 0 16.03 7.7 2698 636.55 655/321 2845 39.4
19 CHEMICALS
IND. COMPOSITE 640 26455 1769 34
Aarti Ind. Ltd 5 1603 41.7 128 2717 252.4 30.3 8.50 1.1 23.6 1606 682.9 82.5 1606Q 682.9 -0 82.5 35 54.80 0 15.46 19.8 6101 732.20 757/417 7294 22.3
Adi Finechem 10 1603 13.8 46 152 10.6 7.7 2.50 0.5 16.8 1606 45.4 4.1 1606Q 45.4 19 4.1 572 62.76 0 8.01 4.6 687 498.30 509/170 716 48.7
Alkyl Amines Che 5 1603 10.2 98 484 49.9 24.4 10.00 0.5 25.0 1606 108.7 11.0 1606Q 108.7 -15 11.0 -9 74.19 0 0.81 7.9 703 344.85 394/285 797 14.4
Balaji Amines Li 2 1603 6.5 90 635 61.3 18.9 2.00 0.5 21.0 1606 165.7 26.3 1606Q 165.7 4 26.3 105 54.42 0 1.43 6.7 1166 359.80 370/115 1291 15.6
BASF India Lt 10 1603 43.3 268 4752 4.5 1.0 1.00 1.2 0.4 1606 1512.6 9.8 1606Q 1512.6 12 9.8 -89 73.33 0 9.16 43.3 5448 1258.65 1275/700 6794 -
Camlin Fine Sciences 1 1603 10.3* 12 412 25.8 2.5 0.45 1.2 21.2 1606 102.1 6.5 1606Q 102.1 3 6.5 18 39.84 0 5.13 28.3 1190 115.25 121/76 1323 44.5
Deepak Nitrite 2 1603 23.3 41 1336 65.1 5.6 1.20 0.8 13.7 1606 313.7 67.9 1606Q 313.7 -7 67.9 408 51.95 0 14.00 14.7 1430 122.95 134/56 1820 11.9
Elantas Beck India L 10 1512 7.9 217 344 41.8 52.7 5.00 0.0 24.3 1606 97.7 14.1 1606H 188.8 9 27.5 30 74.99 0 6.63 8.5 1327 1673.80 1850/1160 1315 27.6
Foseco India Lim 10 1512 6.4 171 292 31.7 49.7 26.50 0.0 29.1 1609 86.7 7.7 1609N 252.9 15 26.0 7 74.98 0 0.12 7.3 928 1452.70 1574/1070 913 27.7
Grauer & Weil 1 1603 22.7 11 423 39.0 1.7 0.28 0.1 15.5 1606 95.6 12.6 1606Q 95.6 6 12.6 76 68.98 0 0.00 18.4 960 42.35 44/20 973 21.6
Guj. Fluorochemi 1 1603 11.0 265 1338 104.2 9.5 3.50 0.1 3.6 1606 373.0 33.2 1606Q 373.0 6 33.2 22 68.33 0 8.10 12.9 5742 522.75 683/401 6149 52.1
Himadri Speciality 1 1603 41.8 21 1152 -12.1 -0.3 0.05 0.9 - 1606 255.1 11.6 1606Q 255.1 -8 11.6 158 48.95 0 0.61 22.6 1818 43.45 46/12 2542 -
I G Petrochemicals L 10 1603 30.8 95 953 60.4 19.6 2.00 0.3 20.7 1606 255.5 30.1 1606Q 255.5 -10 30.1 3 72.21 0 0.07 28.2 722 234.35 254/72 797 11.8
India Glycols 10 1603 31.0 138 2322 -34.2 -11.0 - 2.6 - 1606 607.9 7.8 1606Q 607.9 -14 7.8 1 61.06 0 2.13 32.1 435 140.65 142/65 1511 -
IOL Chemicals and Ph 10 1603 56.2 33 580 -40.0 -7.1 - 2.4 - 1606 162.3 0.7 1606Q 162.3 18 0.7 104 39.91 0 0.15 10.6 741 131.85 156/57 1168 -
Jayant Agro Org 5 1603 7.5 137 562 21.6 14.4 3.75 0.5 10.5 1606 165.3 10.1 1606Q 165.3 21 10.1 211 65.71 0 0.08 5.7 663 441.85 455/101 748 23.3
Kesar Petroprod. 1 1603 9.7 4 144 12.1 1.3 - 0.3 18.3 1606 41.1 5.5 1606Q 41.1 -10 5.5 159 36.20 0 0.00 26.0 452 46.75 67/36 455 29.2
National Peroxid 10 1603 5.7 383 234 18.0 31.3 10.00 0.0 8.2 1606 63.5 12.1 1606Q 63.5 13 12.1 348 70.68 3 0.01 7.5 569 990.30 1040/470 579 20.8
Navin Fluorine Inter 10 1603 9.8* 646 636 86.5 88.2 21.00 0.0 13.6 1606 164.4 28.6 1606Q 164.4 9 28.6 58 38.70 9 28.48 92.1 2717 2771.80 2850/1262 2731 28.0
Pidilite Inds. 1 1603 51.3 55 4735 703.0 13.7 4.15 0.0 25.1 1606 1489.3 272.4 1606Q 1489.3 7 272.4 20 69.59 0 19.98 68.1 36595 713.80 770/521 36525 48.4
*Ram Minerals & Chemi 1 1603 4.1 6 32 0.1 0.0 - 0.0 0.4 1606 5.2 0.0 1606Q 5.2 3 0.0 -17 21.80 0 1.33 0.8 480 116.55 235/90 480 -

28 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
S H Kelkar & Company 10 1603 144.6 38 561 70.8 4.9 1.50 0.0 12.9 1606 158.1 22.8 1606Q 158.1 15 22.8 43 56.71 0 16.90 17.9 4373 302.35 354/200 4327 56.3
Shree Pushkar Chemic 10 1603 30.2 54 249 22.3 7.4 1.00 0.1 13.7 1606 63.7 6.0 1606Q 63.7 6 6.0 8 61.43 0 8.87 10.9 525 173.60 187/71 500 23.1
*Thirumalai Chem. 10 1603 10.2 180 780 42.7 41.7 10.00 0.1 23.2 1609 217.2 17.9 1609H 385.1 -9 33.4 26 41.68 0 0.85 17.1 634 619.20 676/129 646 12.8
Vinati Organics 2 1603 10.3 105 631 131.6 25.5 4.00 0.0 24.3 1606 167.1 35.7 1606Q 167.1 2 35.7 15 73.96 0 8.61 18.4 3092 599.40 665/361 3036 22.7
20 CHEMICALS - CHLRO A L KALI
IND. COMPOSITE 428 15175 1073 18
*GHCL 10 1603 100.0 99 2559 256.6 25.7 3.50 1.2 26.0 1609 703.1 90.3 1609H 1429.8 15 193.1 72 18.48 0 24.78 55.7 2788 278.75 299/95 3914 8.2
Guj. Alkalie & C 10 1603 73.4 316 1966 221.7 30.2 4.50 0.1 9.6 1606 523.4 86.3 1606Q 523.4 10 86.3 96 46.27 0 7.85 49.6 2485 338.35 347/130 2663 9.4
Tata Chemicals 10 1603 254.8 251 10650 594.6 23.3 10.00 0.4 9.3 1606 1953.2 203.0 1606Q 1953.2 -17 203.0 21 30.94 5 47.37 183.8 14769 579.75 582/310 16887 22.7
21 COMPRESSORS
IND. COMPOSITE 60 2037 122 44
Elgi Equipments 1 1603 15.8 34 869 23.8 1.5 1.00 0.1 4.4 1606 207.3 19.9 1606Q 207.3 11 19.9 64 31.90 0 27.64 18.5 3102 195.75 205/119 3127 98.4
Ingersoll Rand 10 1603 31.6 316 659 62.2 19.7 6.00 0.0 6.2 1606 151.8 15.8 1606Q 151.8 6 15.8 105 73.99 0 8.76 23.7 2285 723.85 840/583 1809 32.5
Kirloskar Pneumatic 10 1603 12.8 250 509 36.4 28.3 7.00 0.0 11.3 1609 117.6 6.0 1609H 237.8 5 15.5 50 67.88 0 18.35 17.4 1066 829.90 950/480 1042 25.6
22 COMPUTER - HARDAWARE
IND. COMPOSITE 132 15171 -21 26
Ducon Infratech 1 1603 7.8 3 33 0.4 0.0 - 0.3 1.5 1606 8.2 0.2 1606Q 8.2 -6 0.2 423 60.17 0 0.00 15.5 445 56.80 62/13 451 -
HCL Infosystem 2 1603 44.6 55 2499 -210.3 -12.6 - 0.4 - 1606 761.1 -11.6 1606Q 761.1 -35 -11.6 3 58.03 0 3.71 86.3 1244 55.80 67/30 1676 -
Redington (India) Lt 2 1603 80.0* 36 12639 188.9 4.7 2.10 0.3 13.1 1606 3698.7 42.6 1606Q 3698.7 29 42.6 2 8.19 0 63.70 21.6 4274 106.90 130/95 4702 22.5
23 COMPUTER - SOFTWARE
IND. COMPOSITE 5628 261091 61495 19
8K Miles Software 5 1603 15.3* 19 21 1.2 0.4 - 0.0 2.1 1606 7.1 0.4 1606Q 7.1 78 0.4 53 63.41 0 2.69 9.5 2341 767.05XB 956/478 2341 -
Accelya Kale Solut 10 1606 14.9 64 310 80.7 54.1 45.00 0.0 85.0 1606 79.6 20.6 - - 13 - - 74.65 0 7.69 14.5 2054 1376.05 1475/787 2050 25.5
*Aptech Ltd. 10 1603 39.9 54 91 10.2 2.6 1.00 0.0 4.7 1609 31.0 5.0 1609H 47.8 22 4.3 21 45.27 0 2.99 85.9 755 189.35 194/52 725 69.3
AXISCADES Engineer 5 1603 13.6 43 235 26.3 9.7 - 0.2 22.7 1606 64.2 5.3 1606Q 64.2 23 5.3 -3 59.12 0 2.69 14.2 588 216.15 370/186 600 22.5
Cigniti Technologies 10 1603 26.0 116 204 32.0 12.3 - 0.1 10.6 1606 53.6 4.0 1606Q 53.6 36 4.0 -42 50.51 4 0.14 3.6 1085 417.70 517/369 1104 37.4
Cyient Ltd. 5 1603 56.3 150 1246 233.5 20.7 7.00 0.0 13.9 1609 328.7 63.4 1609H 633.8 -4 104.8 -28 22.18 0 64.60 18.9 5700 506.50 555/371 5205 29.7
Datamatics Global Se 5 1603 29.5 75 282 32.4 5.5 0.75 0.1 7.3 1606 70.6 5.2 1606Q 70.6 52 5.2 -21 72.70 8 0.04 16.2 505 85.75 98/41 534 16.3
eClerx Services 10 1603 40.9 233 1106 297.6 72.8 1.00 0.0 31.2 1606 298.4 91.5 1606Q 298.4 21 91.5 39 50.24 0 41.70 19.7 6652 1627.05 1775/1190 6418 20.6
Firstsource Solution 10 1603 676.0* 26 875 149.7 2.2 - 0.1 8.4 1606 221.9 38.7 1606Q 221.9 5 38.7 21 55.35 0 15.35 133.7 2728 40.35 54/29 2866 17.5
Geometric Ltd. 2 1603 13.1 72 423 97.7 14.9 3.00 0.0 20.9 1606 96.1 13.4 1606Q 96.1 -0 13.4 120 37.51 0 17.77 20.3 1581 241.95 250/131 1595 15.1
HCL Technologies 2 1603 282.2* 152 13433 4733.7 44.7 16.00 0.0 22.0 1609 4705.8 1690.7 1609H 9314.6 109 3490.0 143 60.36 0 32.24 172.9 117254 831.05 890/707 1 08619 1 7.2
Hexaware Technologie 2 1512 60.4* 45 1294 333.0 11.0 8.65 0.0 24.3 1606 334.5 84.6 1606H 652.7 6 155.7 -1 71.28 0 17.80 92.6 5937 196.65 274/178 5827 17.9
Hinduja Global Solut 10 1603 20.7 437 1383 118.3 57.0 15.00 0.3 13.1 1606 378.9 27.0 1606Q 378.9 31 27.0 46 67.67 0 10.84 12.6 1204 580.80 614/365 1413 9.5
Hinduja Ventures 10 1603 20.6 450 332 100.6 48.9 17.50 0.4 10.9 1606 60.9 24.2 1606Q 60.9 129 24.2 1 70.82 0 4.56 9.9 1086 528.30 549/365 1482 10.8
Infinite Computer So 10 1603 40.1* 153 429 94.8 23.6 - 0.0 15.5 1606 90.5 23.2 1606Q 90.5 6 23.2 21 74.86 0 3.89 26.9 944 235.25 268/179 759 9.6
*Infosys 5 1603 1148.5* 249 53983 15786.0 68.7 24.25 0.0 27.6 1609 15000.0 3476.0 1609H 29420.0 12 6656.0 8 12.76 0 57.66 606.3 238446 1038.10 1278/996 2 09270 1 8.0
Intellect Design 5 1603 50.5 55 546 32.7 3.2 - 0.0 5.8 1606 130.2 3.7 1606Q 130.2 8 3.7 188 29.56 0 16.17 64.2 1846 182.55 303/155 1851 45.4
Intrasoft Technologi 10 1603 14.7 77 30 39.7 27.0 2.00 0.0 34.8 1606 3.1 0.4 1606Q 3.1 -68 0.4 -87 47.51 0 8.57 7.3 704 477.60 575/250 706 18.8
Kellton Tech Solutio 5 1603 23.5 17 49 6.7 1.9 - 0.1 8.5 1606 17.8 2.4 1606Q 17.8 50 2.4 30 62.00 4 0.02 10.6 571 121.35 237/79 578 62.8
*KPIT Technologies 2 1603 39.5 60 1262 201.9 10.2 2.20 0.2 17.0 1609 341.9 49.1 1609H 670.6 7 107.3 16 16.71 16 54.18 51.1 2765 140.00 197/108 2734 12.7
*L&T Infotech 1 1603 17.0 110 5570 938.1 55.2 32.65 0.0 50.3 1606 1509.9 228.6 1606Q 1509.9 14 228.6 27 84.63 0 5.14 309.5 10557 621.55 716/603 10489 -
Majesco L 5 1603 11.7* 109 12 6.2 2.7 - 0.0 2.5 1606 3.8 0.9 1606Q 3.8 40 0.9 -18 49.14 3 14.36 25.5 1019 437.20 789/331 944
1 69.6
*MindTree Ltd. 10 1603 168.0 144 4357 604.9 36.0 16.00 0.0 25.0 1609 1177.4 114.1 1609H 2380.5 17 257.5 -9 13.71 0 46.00 87.4 8047 479.10 804/464 7896 13.9
*MphasiS Ltd. 10 1603 210.4* 215 2927 458.4 21.8 - 0.0 10.1 1606 713.4 128.3 1606Q 713.4 -3 128.3 18 60.47 0 30.96 27.7 10867 516.60 622/404 10507 22.8
NIIT Ltd. 2 1603 33.1* 49 381 0.1 0.0 - 0.2 0.0 1609 104.0 13.9 1609H 189.2 2 0.8 -42 34.09 0 25.61 70.5 1474 88.95 108/68 1635 -
NIIT Technologies 10 1603 61.4 187 1468 194.0 31.6 10.00 0.0 16.9 1609 385.8 28.6 1609H 753.7 3 50.0 -56 30.71 0 51.16 43.5 2621 427.25 632/388 2523 20.1
Nucleus Software 10 1603 32.4 131 278 44.7 13.8 5.00 0.0 10.5 1609 77.6 11.2 1609H 148.7 11 18.7 43 60.62 0 9.22 17.6 714 220.50 291/145 609 14.2
Oracle Financial Ser 5 1603 42.5* 352 3487 928.9 109.2 1 00.00 0.0 31.1 1606 1010.3 295.6 1606Q 1010.3 14 295.6 19 74.16 0 17.41 24.1 27900 3281.55 4092/3100 25727 28.5
Persistent Systems 10 1603 80.0 194 1447 265.5 33.2 8.00 0.0 17.1 1606 417.3 79.7 1606Q 417.3 24 79.7 -6 37.86 0 34.53 52.3 5422 677.75 797/501 5372 20.8
Polaris Consulting 5 1603 50.8* 64 1826 89.8 8.8 - 0.0 13.7 1606 435.7 26.9 1606Q 435.7 -2 26.9 -21 78.61 0 10.22 41.5 1670 164.35 217/156 1633 20.2
Quick Heal Technolog 10 1603 70.0* 88 334 62.9 9.0 2.50 0.0 10.2 1606 47.5 -3.4 1606Q 47.5 - -3.4 - 72.86 0 12.55 71.0 1796 256.45 330/180 1533 -
R Systems Internat. 1 1512 12.7* 14 289 90.6 7.1 3.95 0.0 51.8 1606 65.9 8.7 1606H 131.2 -22 18.4 -9 50.79 0 0.00 14.7 724 56.85 84/47 703 8.2
Ramco Systems Lt 10 1603 30.1* 205 263 24.0 8.0 - 0.0 3.9 1606 68.1 7.3 1606Q 68.1 15 7.3 579 55.91 1 25.92 9.6 1448 480.75 900/437 1446 44.1
Rolta India 10 1603 163.4* 175 1830 112.2 6.9 - 0.3 2.9 1606 382.9 74.2 1606Q 382.9 -15 74.2 -56 50.87 37 13.58 141.7 1051 64.30 111/60 1869 53.7
Sasken Comm.Tech. 10 1603 17.7 281 402 208.9 117.9 32.00 0.0 41.9 1606 100.1 14.1 1606Q 100.1 11 14.1 78 40.66 0 18.31 26.3 699 394.70 431/233 686 3.3
Sonata Software 1 1603 10.5 34 505 117.4 11.2 9.00 0.3 32.6 1606 139.4 34.8 1606Q 139.4 18 34.8 47 30.95 1 16.17 35.6 1642 156.10 186/126 1553 12.8
SQS India BFSI 10 1603 10.7 82 264 31.9 29.9 24.00 0.0 36.6 1609 68.4 5.7 1609H 141.5 13 14.0 -11 53.90 0 3.16 11.7 832 779.05 1290/656 777 27.7
Subex Ltd. 10 1603 506.9* 13 296 -132.0 -2.6 - 0.2 - 1606 76.7 6.4 1606Q 76.7 19 6.4 60 0.19 100 1.05 104.9 590 11.63 17/8 722 -
Take Solutions Ltd. 1 1603 13.3 24 24 18.2 1.4 1.00 0.2 5.7 1606 3.9 2.3 1606Q 3.9 -1 2.3 128 63.13 0 16.24 20.2 2189 164.30 211/122 2237 112.3
Tanla Solutions 1 1603 10.1 62 280 8.3 0.8 0.20 0.0 1.3 1609 108.2 1.5 1609H 191.7 28 7.9 175 30.69 0 0.28 61.6 456 44.95 53/26 412 34.2
*Tata Consultancy 1 1603 197.0 299 85864 22882.7 116.1 43.50 0.0 38.9 1609 23016.0 5958.0 1609H 46103.0 10 11736.0 3 73.32 3 22.14 636.2 478558 2428.70 2740/2119 4 73914 2 0.4
Tata Elxsi Ltd. 10 1603 31.1 124 1075 154.8 49.7 14.00 0.0 40.1 1606 294.3 41.9 1606Q 294.3 21 41.9 17 44.63 0 14.72 81.2 4181 1342.65 2396/1301 3998 26.0
Tech Mahindra Ltd. 5 1603 486.0* 139 20970 3220.0 33.1 12.00 0.0 23.8 1606 5646.8 737.5 1606Q 5646.8 13 737.5 -8 36.31 0 50.10 514.4 42182 433.95 569/405 39068 13.7
Vakrangee 1 1603 52.9 29 3169 391.5 7.4 1.25 0.2 25.4 1606 911.6 120.6 1606Q 911.6 30 120.6 40 41.60 0 17.58 17.9 12526 236.70 242/105 12656 29.3
*Wipro Ltd 2 1603 486.2* 168 44685 8099.0 33.3 6.00 0.2 19.8 1609 11453.8 1932.1 1609H 23041.3 5 3939.8 -5 74.75 0 16.59 245.9 121346 499.20 607/470 116034 15.3
Xchanging Solutions 10 1512 111.4 17 121 13.6 1.2 - 0.0 7.2 1606 19.7 -2.6 1606H 44.5 -23 -2.3 -156 75.00 0 0.36 15.7 649 58.30 107/34 567 -
*Zee Learn Ltd. 1 1603 32.1* 8 139 15.1 0.5 - 0.5 6.0 1609 33.6 7.6 1609H 75.6 14 15.6 210 67.32 55 25.52 81.7 1228 38.30 47/27 1346 -
Zen Technologies Ltd 1 1603 7.7 15 53 2.3 0.3 0.10 0.3 2.1 1606 2.7 -6.1 1606Q 2.7 -92 -6.1 -152 59.44 39 0.12 8.1 612 79.35 135/58 582 -
Zensar Technologies 10 1603 44.8* 211 1246 234.2 52.3 12.00 0.0 24.8 1609 329.9 43.8 1609H 655.1 5 96.9 -28 48.25 0 16.62 23.4 4435 990.15 1136/805 4363 22.5
24 CONSTRUCTIONS
IND. COMPOSITE 7783 95030 -263 27
Ahluwalia Contra 2 1603 13.4 63 1250 84.4 12.6 - 0.3 20.0 1606 306.3 21.5 1606Q 306.3 16 21.5 14 62.43 36 30.51 6.8 1956 291.95 336/210 2001 22.4
Ajmera Realty & Infr 10 1603 35.5 110 213 33.9 9.6 2.50 0.3 8.7 1606 35.0 6.0 1606Q 35.0 -1 6.0 14 61.93 10 0.09 39.4 511 143.90 192/107 612 14.7
Anant Raj Ltd. 2 1603 59.0 138 408 55.6 1.9 0.24 0.2 1.4 1606 73.6 12.3 1606Q 73.6 -1 12.3 23 63.44 0 7.90 47.9 1660 56.25 65/28 2647 28.7
Ashiana Housing Ltd. 2 1603 20.5 63 498 131.4 12.8 0.50 0.1 20.3 1606 12.0 -3.8 1606Q 12.0 -28 -3.8 -157 61.03 0 14.72 14.4 1492 145.75 204/117 1469 12.3
Ashoka Buildcon Ltd. 5 1603 93.6 90 1936 159.4 8.5 1.50 0.2 9.5 1606 468.3 30.8 1606Q 468.3 -1 30.8 -34 56.68 0 31.17 17.8 3101 165.70 212/111 3344 21.6

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 29


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
B L Kashyap & Sons 1 1603 20.5 21 842 1.0 0.0 - 1.3 0.2 1606 220.8 1.7 1606Q 220.8 28 1.7 143 67.41 100 9.79 26.9 493 24.00 27/8 1040 -
Brigade Enterprises 10 1603 113.2 128 1226 146.4 12.9 2.00 0.7 10.1 1606 386.4 26.4 1606Q 386.4 32 26.4 19 56.29 0 9.71 57.1 2038 180.00 189/124 2986 13.5
D B Realty Ltd. 10 1603 243.3 143 177 0.1 0.0 - 0.1 0.0 1606 5.1 -8.8 1606Q 5.1 -83 -8.8 -197 61.89 69 12.11 22.6 1155 47.50 70/36 1500 -
*Delta Corp Ltd. 1 1603 23.1* 39 240 39.0 1.7 0.20 0.1 4.3 1606 71.7 16.8 1606Q 71.7 41 16.8 97 40.86 25 13.31 63.6 4132 178.75 187/49 4166 87.4
Dilip Buildcon Ltd. 10 1603 136.8 81 4085 219.9 16.1 0.03 2.0 19.8 - - - - - - - - 75.63 9 10.91 161.0 3090 225.90 259/215 5191 -
DLF Ltd. 2 1603 356.8* 100 2451 974.6 5.5 2.00 0.5 5.5 1606 676.2 67.5 1606Q 676.2 40 67.5 259 74.95 0 18.24 396.5 27857 156.15 170/73 35229 24.4
Gammon India 2 1603 73.9 36 6147 14.6 0.3 - 3.8 1.0 1606 861.1 -90.6 1606Q 861.1 16 -90.6 52 12.82 93 67.41 41.9 601 16.25 22/10 5540 1.7
Gayatri Projects 10 1603 35.5 237 1812 58.6 16.5 2.00 2.2 7.0 1606 432.4 16.3 1606Q 432.4 7 16.3 53 47.47 94 40.96 6.6 2341 660.30 790/482 4023 36.4
Godrej Properties Lt 5 1603 108.2* 97 340 30.4 1.4 - 1.3 1.4 1606 116.1 45.8 1606Q 116.1 36 45.8 173 74.94 0 9.32 35.9 7844 362.55 386/266 10243 1 32.0
HDIL 10 1603 434.0* 254 1168 265.0 6.1 - 0.2 2.4 1606 260.5 41.1 1606Q 260.5 -2 41.1 -30 34.25 0 47.81 194.4 3492 80.45 109/56 5305 14.1
Hind.ConstructionCo. 1 1603 77.9 24 4052 85.0 1.1 - 2.4 4.6 1606 982.5 10.9 1606Q 982.5 8 10.9 36 36.06 71 24.92 217.3 2961 38.00 42/17 7400 33.7
Hubtown 10 1603 72.7 238 351 21.3 2.9 - 0.5 1.2 1606 130.3 0.3 1606Q 130.3 50 0.3 -96 71.59 92 3.97 19.4 647 89.00 134/84 1469 43.9
IL&FS Engineering 10 1603 130.1* 3 1845 -188.5 -14.5 - 63.3 - 1606 406.9 -67.4 1606Q 406.9 -15 -67.4 -11 37.50 0 10.90 35.7 718 55.20 75/39 2556 -
Indiabulls Real Esta 2 1603 101.3* 120 17 55.2 1.1 - 0.4 0.9 1606 5.5 4.3 1606Q 5.5 16 4.3 -27 47.63 0 20.36 86.7 4290 84.70 105/42 6190 74.7
IRB Infrastructure D 10 1603 351.4 66 2768 324.9 9.2 4.00 1.1 13.9 1606 888.2 26.3 1606Q 888.2 87 26.3 -70 57.42 0 36.28 82.7 8718 248.05 269/197 10255 33.9
ITD Cementation Indi 1 1512 15.5 33 2744 -59.3 -3.8 - 0.9 - 1606 807.8 5.2 1606H 1757.6 53 28.2 130 51.63 0 27.70 19.7 2185 140.80 165/83 2505 -
J Kumar Infraproject 5 1603 37.8 170 1409 103.2 13.6 2.00 0.3 8.0 1606 403.3 29.5 1606Q 403.3 11 29.5 14 43.93 32 32.72 22.6 1666 220.15 399/106 1815 15.8
*JaiprakashAssociates 2 1603 486.5 61 8794 -3239.9 -13.3 - 1.6 - 1606 1735.0 -603.0 1606Q 1735.0 -27 -603.0 -25 39.38 20 23.56 621.0 2756 11.33 14/5 26207 -
Jaypee Infratech Ltd 10 1603 1388.9 43 2800 -242.9 -1.7 - 1.4 - 1606 1098.7 -35.7 1606Q 1098.7 114 -35.7 -271 71.63 93 11.72 134.4 1272 9.16 15/5 9465 -
JMC Projects 10 1603 33.6 197 2484 41.0 12.2 1.00 0.8 6.2 1606 559.0 11.3 1606Q 559.0 -4 11.3 78 67.18 0 9.59 9.6 871 259.25 288/175 1373 18.9
KNR Constructions 10 1603 28.1 258 903 161.1 57.3 1.00 0.2 22.2 1606 303.2 30.2 1606Q 303.2 77 30.2 101 58.08 0 31.40 8.6 2190 778.75 820/408 2286 12.4
Kolte-Patil Develope 10 1603 75.8 107 181 39.5 5.2 1.50 0.4 4.9 1606 43.1 5.2 1606Q 43.1 2 5.2 -69 74.53 0 11.49 42.3 985 130.00 184/96 1293 35.6
Mahindra Lifespace D 10 1603 41.0 341 503 104.5 25.5 6.00 0.4 7.5 1606 88.9 15.3 1606Q 88.9 -15 15.3 -14 50.79 0 26.57 62.9 1798 438.05 518/415 2218 17.6
Man Infraconstructio 2 1603 49.5 25 212 37.6 1.5 1.53 0.0 6.0 1606 36.1 18.0 1606Q 36.1 -16 18.0 77 61.55 0 1.44 21.0 1276 51.55 53/29 1177 27.1
MarathonNextgenRea 10 1603 28.4 216 6 75.4 26.5 1.00 0.0 12.3 1606 0.0 15.0 1606Q 0.0 -64 15.0 60 74.99 0 0.00 4.8 711 249.95 297/116 707 8.8
*NBCC (India) 2 1603 120.0 25 5827 308.8 5.1 2.00 0.0 20.7 1606 1264.1 45.4 1606Q 1264.1 10 45.4 5 90.00 0 3.29 52.8 14478 241.30 299/162 13344 46.6
NCC 2 1603 111.2 61 8325 222.8 4.0 0.60 0.5 6.5 1606 1901.1 52.3 1606Q 1901.1 10 52.3 27 20.23 44 45.22 85.2 5134 92.35 93/56 6737 21.9
Nila Infrastructures 1 1603 39.3* 4 183 17.0 0.4 0.11 0.8 10.1 1606 46.8 4.0 1606Q 46.8 45 4.0 33 62.08 0 0.03 17.9 630 16.03 20/10 763 -
Oberoi Realty 10 1603 339.4 109 1180 475.5 14.0 2.00 0.0 12.8 1609 194.9 70.8 1609H 447.9 45 163.6 -8 72.53 0 24.73 16.9 11264 331.90 349/210 11285 24.4
Omaxe Ltd. 10 1603 182.9 93 1138 51.5 2.8 0.70 0.5 3.0 1606 310.9 30.0 1606Q 310.9 29 30.0 148 74.99 48 14.41 67.4 3118 170.45 176/130 3562 44.9
Parsvnath Developers 5 1603 217.6 60 310 4.7 0.1 - 0.5 0.2 1606 86.7 4.6 1606Q 86.7 -31 4.6 187 71.05 88 8.08 201.4 599 13.76 30/13 1938 -
Patel Engg. Ltd. 1 U1603 7.7 219 2615 -18.7 -2.4 - 2.2 - 1606 594.3 -20.5 1606Q 594.3 -15 -20.5 -530 50.62 0 4.96 61.2 615 80.05 121/43 4265 -
Peninsula Land L 2 1603 55.8 52 110 -30.0 -1.1 0.20 1.1 - 1606 24.2 1.5 1606Q 24.2 -49 1.5 116 55.36 27 13.90 50.4 556 19.90 27/16 2150 -
Phoenix Mills 2 1603 30.6 149 356 150.9 9.9 2.20 0.3 6.6 1606 91.2 44.9 1606Q 91.2 6 44.9 0 62.85 0 33.30 6.0 5740 375.00 445/238 6483 38.0
PNC Infratech 2 1603 51.3 53 2014 242.7 9.5 0.50 0.0 17.8 1606 515.0 64.0 1606Q 515.0 19 64.0 145 56.06 0 22.47 9.9 3172 123.65 135/90 3081 11.3
Poddar Housing & Dev 10 1603 6.3 352 129 15.8 24.9 1.50 0.0 7.1 1606 11.0 1.3 1606Q 11.0 206 1.3 -62 61.00 0 20.09 2.6 629 996.00 1456/866 627 46.5
Prestige Estates Pro 10 1603 375.0 112 2656 361.8 9.6 1.20 0.9 8.6 1606 573.6 136.7 1606Q 573.6 -18 136.7 7 70.00 0 29.06 11.3 7121 189.90 225/130 10478 19.2
Prozone Intu Propert 2 1603 30.5 27 8 4.5 0.3 - 0.0 1.1 1606 1.8 1.0 1606Q 1.8 -20 1.0 -20 32.83 0 8.37 26.7 574 37.60 40/24 590 -
Punj Lloyd 2 1603 66.4 47 3348 -1649.5 -49.7 - 3.5 - 1606 972.2 -211.4 1606Q 972.2 48 -211.4 65 36.13 62 9.07 342.6 772 23.25 32/18 5895 -
Puravankara Projects 5 1603 118.6 81 983 77.5 3.3 0.78 0.9 4.0 1606 216.2 4.1 1606Q 216.2 -39 4.1 -84 74.99 0 18.76 25.5 1128 47.55 66/42 2618 20.1
RPP Infra Projects L 10 1603 22.6 66 315 20.7 9.1 - 0.5 13.7 1606 84.8 5.8 1606Q 84.8 -0 5.8 28 72.42 51 2.20 3.3 439 194.30 216/102 485 20.0
Sadbhav Engineering 1 1603 17.2 86 3186 133.7 7.8 0.70 0.7 9.1 1606 807.0 48.7 1606Q 807.0 -3 48.7 23 46.76 33 42.82 11.8 4782 278.70 370/198 5804 33.5
Shristi Infrastructu 10 1603 22.2 179 158 2.6 1.2 - 0.8 0.7 1606 21.1 0.4 1606Q 21.1 -0 0.4 -24 74.95 19 0.00 12.1 654 294.80 305/98 982 2 60.2
Simplex Infrastructu 2 1603 9.9 311 5812 66.3 13.4 0.50 2.1 4.3 1606 1407.4 17.2 1606Q 1407.4 -7 17.2 -4 56.00 0 25.65 9.4 1633 330.15 362/188 4848 24.9
SKIL Infrastructure 10 1603 216.6 134 0 -307.6 -14.2 - 0.6 - 1606 0.0 -21.8 1606Q 0.0 -71 -21.8 47 64.08 92 5.20 4.9 603 27.85 35/17 2417 -
Sobha 10 1603 96.3 255 1803 136.9 14.2 2.00 0.8 5.6 1606 580.1 36.7 1606Q 580.1 29 36.7 -21 60.23 18 35.51 54.2 2807 291.45 349/230 4782 22.1
SRS Real Infrastruct 1 1603 40.2 6 758 -2.2 -0.1 - 0.5 - 1606 83.2 -5.2 1606Q 83.2 -69 -5.2 -413 67.15 17 0.00 1.5 726 18.07 22/8 829 -
Sunstar Realty Devel 1 U1503 23.6 2 18 0.6 0.0 - 0.1 1.4 - - - - - -64 - - 18.77 0 0.15 0.5 1181 50.00 51/16 1183 -
Sunteck Realty Ltd. 2 1603 12.6 112 163 140.1 22.2 2.00 0.3 19.9 1606 68.6 71.8 1606Q 68.6 504 71.8 1396 73.52 0 4.61 2.4 1756 278.90 289/173 1993 8.5
Texmaco Infrastructu 1 1603 12.7 23 14 13.8 1.1 0.20 0.0 4.7 1606 3.3 2.5 1606Q 3.3 -2 2.5 -42 60.83 1 7.53 25.9 543 42.60 47/28 540 -
Unitech Ltd. 2 1603 523.3 37 1077 -275.6 -1.1 - 0.3 - 1606 267.0 -15.1 1606Q 267.0 33 -15.1 -984 24.94 80 15.68 670.9 1654 6.32 9/3 4497 -
Vascon Engineers Ltd 10 1603 161.3 37 318 6.6 0.4 - 0.4 1.1 1606 56.3 1.6 1606Q 56.3 -40 1.6 362 46.77 0 2.94 14.4 607 37.65 41/21 789 -
Vipul Ltd. 1 1603 12.0 34 179 1.2 0.1 - 0.5 0.3 1606 40.4 0.1 1606Q 40.4 -29 0.1 -41 63.38 51 0.00 3.5 989 82.40 100/40 1173 -
Welspun Enterprises 10 1603 174.3* 87 185 32.8 1.9 - 0.0 2.2 1606 31.1 5.9 1606Q 31.1 49 5.9 99 40.56 0 15.65 56.7 1151 66.05 73/43 1184 32.2
25 CONSUMER DURABLES
IND. COMPOSITE 680 44838 1573 42
Bajaj Electrical 2 1603 20.2* 74 4612 95.6 9.4 2.80 0.3 12.7 1606 959.4 22.9 1606Q 959.4 -5 22.9 12 63.52 0 15.56 31.8 2656 262.50 280/155 2797 27.1
Blue Star 2 1603 19.1* 71 3532 122.8 12.9 6.50 0.4 18.2 1606 1172.9 53.0 1606Q 1172.9 29 53.0 36 39.04 0 28.70 24.6 5165 541.20 581/306 5408 41.7
Eveready Industr 5 1603 36.3 91 1323 50.6 7.0 2.00 0.2 7.7 1606 371.7 22.4 1606Q 371.7 7 22.4 41 44.01 26 33.40 49.9 1847 254.15 318/192 1983 32.3
Hawkins Cookers 10 1603 5.3 115 544 40.3 76.3 60.00 0.5 66.0 1606 103.8 9.9 1606Q 103.8 8 9.9 95 56.03 0 12.37 12.3 1627 3077.20 3142/2190 1608 36.0
IFB Industries 10 1603 41.3* 101 1501 31.4 7.6 - 0.0 7.5 1606 417.7 14.9 1606Q 417.7 19 14.9 41 74.96 0 10.45 16.9 1979 479.30 550/281 1947 55.4
Johnson Controls-Hit 10 1603 27.2 132 1660 50.0 18.4 1.50 0.4 14.0 1606 853.8 69.0 1606Q 853.8 20 69.0 48 74.25 0 14.41 15.3 4259 1566.50 1675/932 4388 58.8
Lloyd Electric 10 1603 40.3* 192 2383 56.1 13.9 1.30 1.1 7.3 1606 894.3 43.9 1606Q 894.3 23 43.9 28 56.21 0 6.99 26.4 1308 324.25 337/176 2058 19.9
Symphony 2 1603 14.0* 44 415 123.0 23.4 25.00 0.0 39.9 1606 152.6 31.1 1606Q 152.6 14 31.1 40 74.99 0 12.19 15.6 8224 1175.65XB 1316/951 8188 53.4
Timex Group India 1 1603 10.1 -6 173 -9.3 -0.9 - -1.2 - 1606 44.2 -3.0 1606Q 44.2 16 -3.0 37 74.93 0 0.01 65.2 602 59.65 69/26 632 -
Titan Company 1 1603 88.8 40 11265 705.9 8.0 2.20 0.0 20.1 1606 2798.8 126.7 1606Q 2798.8 3 126.7 -16 53.05 0 26.18 109.2 33683 379.40 445/303 33684 49.0
TTK Prestige L 10 1603 11.6 619 1525 114.8 98.6 27.00 0.0 15.9 1606 346.1 24.2 1606Q 346.1 2 24.2 10 70.37 0 21.68 9.8 6505 5588.25 5651/3900 6474 55.2
Videocon Industries 10 1512 334.5 308 12418 -55.8 -1.7 - 2.2 - 1606 2804.5 -286.6 1606H 5579.3 -10 -476.2 -2362 74.63 99 12.85 303.2 3472 103.80 143/99 23702 -
Whirlpool of Ind 10 1603 31.7 333 3488 247.4 78.0 - 0.0 23.2 1606 1406.3 122.0 1606Q 1406.3 28 122.0 24 74.99 0 14.50 38.2 3637 1146.55 1192/561 2780 13.4
27 COURIERS
IND. COMPOSITE 41 3039 210 63
Blue Dart Expres 10 1603 23.7 169 2554 189.9 80.0 30.00 0.8 47.3 1609 663.2 42.8 1609H 1284.6 1 86.9 -13 74.99 0 13.30 16.2 11998 5056.35 7900/4911 12043 67.6
Gati Ltd. 2 1603 17.6 70 485 19.8 2.3 1.00 0.4 3.2 1606 127.6 4.9 1606Q 127.6 9 4.9 47 40.78 83 13.70 86.9 1201 136.60 189/95 1428 56.2
28 CYCLES & ACCESSORIES
IND. COMPOSITE 37 3941 730 17
Tube Investments 2 1603 37.5* 103 3941 729.9 39.0 5.00 0.3 37.6 1606 1146.3 42.4 1606Q 1146.3 14 42.4 137 49.93 0 26.87 20.3 12309 656.95 665/352 12216 16.3

30 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
29 DIAMOND CUTTING/PRECIO US META LS/JEWELLERY
IND. COMPOSITE 427 56497 920 26
Gitanjali Gems 10 1603 118.6 250 8604 48.8 4.1 0.50 1.6 1.6 1606 1727.7 22.2 1606Q 1727.7 5 22.2 65 32.88 81 7.80 72.0 894 75.40 94/30 5635 16.2
PC Jeweller L 10 1603 179.1 130 7259 400.9 22.4 3.35 0.4 17.2 1606 1664.5 106.6 1606Q 1664.5 10 106.6 29 70.54 71 21.14 17.5 9108 508.55 531/296 9762 21.4
Rajesh Exports L 1 1603 29.5 111 38619 475.3 16.1 1.00 1.4 14.5 1606 11180.4 111.5 1606Q 11180.4 32 111.5 -8 53.91 0 20.33 32.2 14475 490.25 746/423 7284 31.0
Tribhovandas Bhimji 10 1603 66.7 66 1655 -23.1 -3.5 - 1.5 - 1606 326.0 2.5 1606Q 326.0 -22 2.5 -9 74.11 0 3.37 17.0 562 84.15 134/47 1169 -
Vaibhav Global Ltd. 10 1603 32.5* 146 361 18.2 5.6 - 0.2 3.8 1606 106.6 4.0 1606Q 106.6 25 4.0 -42 68.34 0 19.00 5.1 1018 313.00 618/236 1102 66.7
30 DIVERSIFIED
IND. COMPOSITE 4278 342033 35681 16
3M India Ltd. 10 1603 11.3 895 2103 200.9 178.4 - 0.0 19.9 1606 597.2 59.7 1606Q 597.2 15 59.7 51 74.99 0 11.92 14.4 14619 12977.50 15200/9405 14254 66.1
Andhra Sugars Lt 10 1503 27.1* 205 779 3.4 1.2 3.00 0.5 0.6 1606 199.9 19.7 - - 7 - - 46.46 0 0.92 14.7 613 226.00 275/102 876 -
Andrew Yule & Co 2 1603 100.3* 3 360 8.4 0.2 - 0.6 3.6 1606 64.6 -2.5 1606Q 64.6 3 -2.5 74 84.80 0 6.78 29.0 1093 21.80 34/18 1071 -
Balmer Lawrie & 10 1603 28.5 350 2712 163.2 57.3 20.00 0.0 16.4 1606 461.7 37.0 1606Q 461.7 -38 37.0 11 0.00 0 13.54 26.3 1983 695.70 748/491 1552 11.9
Century Textiles 10 1603 111.7 198 7988 -54.5 -4.9 5.50 2.1 - 1606 2071.3 0.9 1606Q 2071.3 3 0.9 102 47.75 0 22.47 65.4 10251 917.80 980/404 14865 -
DCM Shriram 2 1603 32.5 132 5735 350.3 21.6 3.20 0.5 16.3 1606 1426.7 178.9 1606Q 1426.7 -20 178.9 35 63.87 0 12.10 42.3 4215 259.50 270/107 5166 10.6
Grasim Inds. 2 1603 93.4* 265 8980 953.3 20.4 4.50 0.1 7.7 1606 2426.5 320.9 1606Q 2426.5 25 320.9 139 30.13 1 45.74 137.0 45367 971.90 1070/648 46946 40.2
Kesoram Industri 10 1603 117.3 34 4100 137.1 11.7 - 11.9 34.7 1606 975.8 9.5 1606Q 975.8 -14 9.5 106 52.62 15 8.00 81.7 2106 179.55 202/72 6366 6.8
Kokuyo Camlin 1 1603 10.0 22 614 5.3 0.5 - 0.4 2.4 1606 188.8 4.4 1606Q 188.8 2 4.4 -14 74.98 0 0.04 18.6 888 88.55 117/65 915 -
L&T 2 1603 186.5* 437 59780 5311.5 57.0 18.25 0.3 13.0 1606 12150.0 546.7 1606Q 12150.0 6 546.7 -3 0.00 0 56.79 956.2 140829 1510.50 1615/1017 1 51369 2 7.3
Mercator Ltd. 1 1603 24.5 29 588 16.9 0.7 0.10 1.1 2.4 1606 126.6 5.2 1606Q 126.6 -8 5.2 43 40.54 37 13.85 78.3 1180 48.20 55/16 1952 -
Nava Bharat Ventures 2 1603 35.7* 146 989 111.2 6.2 3.00 0.1 4.3 1606 207.3 26.7 1606Q 207.3 3 26.7 106 44.31 0 22.04 18.6 2388 133.75XB 146/64 2726 19.1
Nesco Ltd. 10 1603 14.1 467 257 132.9 94.3 8.50 0.0 20.2 1606 54.4 35.1 1606Q 54.4 12 35.1 56 68.16 0 8.47 12.0 2675 1898.55 1980/1400 2669 18.4
*Orient Paper 1 1603 20.5 20 1820 21.0 1.0 0.25 1.0 5.1 1609 405.6 2.8 1609H 805.9 1 -0.7 98 38.23 0 17.84 22.6 1755 85.65 93/23 2109 33.4
Prakash Indus. 10 1603 135.6* 156 2055 20.6 1.5 - 0.3 0.9 1606 639.0 14.0 1606Q 639.0 -1 14.0 948 46.28 36 3.33 51.2 805 59.40 63/23 1437 24.2
*Reliance Inds. 10 1603 3243.2* 741 2 33158 2 7417.0 84.5 10.50 0.4 11.4 1609 64344.0 7704.0 1609H 1 23837.0 -9 15252.0 18 46.48 0 33.54 2642.9 345211 1064.40 1129/889 4 30675 11.6
Sintex Industrie 1 1603 52.3* 101 4828 549.6 10.5 0.70 0.9 10.4 1606 907.6 62.8 1606Q 907.6 14 62.8 10 32.47 40 31.30 222.3 4392 83.90 101/64 8409 7.9
Voltas Ltd. 1 1603 33.1 63 5187 332.9 10.1 2.60 0.1 16.0 1606 1654.9 105.0 1606Q 1654.9 7 105.0 36 30.31 0 49.37 99.8 13034 393.90 406/211 13021 36.7
31 DYES & PIGMENTS
IND. COMPOSITE 130 7105 531 26
*Atul Ltd. 10 1603 29.7 422 2459 268.1 90.4 10.00 0.2 21.4 1609 738.4 82.3 1609H 1413.4 15 162.9 13 44.46 9 26.27 29.6 7181 2421.05 2489/1275 7445 25.1
Bhageria Industries 10 1603 8.0 97 238 15.3 19.2 5.00 0.1 19.8 1606 93.7 9.1 1606Q 93.7 64 9.1 47 49.47 0 0.00 6.4 514 645.25 689/95 517 28.2
Bodal Chemicals 2 1603 21.8 22 910 86.6 7.9 0.60 0.6 36.1 1606 270.5 32.2 1606Q 270.5 10 32.2 60 65.54 0 5.29 27.7 1484 136.05 155/35 1623 15.0
Clariant Chemicals ( 10 1603 23.1 274 1182 52.9 18.3 1 50.00 0.0 8.4 1606 280.4 14.1 1606Q 280.4 19 14.1 214 64.23 0 6.07 37.6 1874 811.70 838/587 1845 36.2
Kiri Industries 10 1603 27.8 57 888 9.1 3.3 - 1.8 5.7 1606 253.5 25.2 1606Q 253.5 56 25.2 391 37.67 17 21.96 15.0 888 319.00 405/72 1157 20.7
Sudarshan Chem. 2 1603 13.8 47 1207 71.6 10.3 3.00 1.0 21.9 1606 336.8 31.5 1606Q 336.8 14 31.5 73 52.89 0 3.42 16.4 2653 383.25 455/78 2945 31.2
Ultramarine Pig. 2 1603 5.8 39 220 27.4 9.4 3.50 0.0 23.9 1606 56.3 7.2 1606Q 56.3 10 7.2 39 52.53 0 0.25 7.8 499 170.80 190/86 487 17.0
32 EDIBLE OILS & SOLVE NT E XTRACTION
IND. COMPOSITE 134 31520 -729 18
*Agro Tech Foods Ltd. 10 1603 24.4 138 782 23.4 9.6 - 0.3 6.9 1609 201.2 7.3 1609H 392.4 3 13.4 38 51.77 0 15.08 14.6 1215 498.65 615/445 1309 45.0
AVT Natural Prod 1 1603 15.2 14 267 23.3 1.5 0.40 0.0 11.1 1606 83.9 6.6 1606Q 83.9 6 6.6 13 74.35 0 0.05 15.1 577 37.90 43/26 570 24.0
Guj. Amb.Exports 2 1603 27.7 66 2736 103.6 7.5 0.80 0.4 11.3 1606 781.9 48.3 1606Q 781.9 28 48.3 94 71.96 0 0.44 51.9 1281 92.60 97/36 1594 10.1
Ruchi Soya Inds. 2 1603 66.8 36 27735 -878.7 -26.3 - 3.8 - 1606 5001.5 1.0 1606Q 5001.5 -15 1.0 -34 56.83 52 4.92 31.8 780 23.35 33/18 5148 -
33 ELECTRIC EQUIPMENT
IND. COMPOSITE 899 34825 1679 37
ABB India 2 1512 42.4 142 8140 299.9 14.2 3.70 0.2 10.0 1606 2101.5 77.4 1606H 4101.8 9 148.4 33 74.99 0 16.86 63.8 23802 1123.20 1433/963 23828 70.7
Bharat Electroni 10 1603 240.0 364 7295 1357.7 56.6 17.00 0.0 15.5 1606 871.4 36.1 1606Q 871.4 -21 36.1 -53 75.01 0 18.52 61.4 30386 1266.10 1417/1009 23061 22.8
Centum Electronics L 10 1603 12.7* 127 332 32.4 25.5 3.00 0.4 20.1 1606 86.8 2.4 1606Q 86.8 27 2.4 -83 59.62 0 12.82 10.2 717 564.05 762/463 736 34.6
Crompton Greaves 2 1603 125.3 66 4291 -1092.0 -17.4 - 0.1 - 1606 1042.9 38.3 1606Q 1042.9 35 38.3 -48 34.37 59 52.45 139.3 4788 76.40 204/41 4803 -
Crompton Greaves Con 2 1603 125.3 4 1812 105.2 1.7 - 2.3 46.0 1606 1120.8 91.9 1606Q 1120.8 - 91.9 - 34.37 0 45.73 120.3 11488 183.30 187/126 11915 -
Genus Power Infrastr 1 1603 25.7 26 858 78.5 3.1 0.25 0.3 11.9 1606 185.3 16.3 1606Q 185.3 -24 16.3 -32 50.53 0 6.35 18.6 1293 50.30 63/33 1447 18.3
Havells India 1 1603 62.5* 42 5437 715.4 11.4 6.00 0.0 27.1 1609 1559.3 145.8 1609H 3132.4 13 291.4 29 61.60 0 29.58 71.6 25777 412.35 460/236 24433 33.1
HBL Power Systems Lt 1 1603 25.3 24 1288 19.4 0.8 0.25 0.9 3.2 1606 331.6 5.5 1606Q 331.6 9 5.5 -18 74.16 0 8.50 27.8 1163 45.95 52/29 1670 -
*HPL Electric & Power 10 1603 64.3* 58 1115 37.0 5.8 0.10 1.5 9.9 - - - - - - - - - 0 0.00 - 1187 184.65 198/168 1683 -
Igarashi Motors Indi 10 1603 30.6 96 445 63.6 20.8 5.50 0.1 21.6 1606 125.4 19.0 1606Q 125.4 15 19.0 22 85.84 0 2.46 13.2 2511 820.40 840/372 2407 37.5
Kirloskar Elect 10 1603 66.4 3 548 -31.1 -4.7 - 33.8 - 1606 149.2 1.5 1606Q 149.2 18 1.5 108 49.42 76 11.40 39.6 463 69.70 72/22 660 -
Schneider Electric 2 1603 47.8 3 1403 -18.2 -0.8 - 5.2 - 1606 277.7 -13.7 1606Q 277.7 -17 -13.7 -1 74.99 0 7.48 51.5 3876 162.10 185/127 4050 -
*V-Guard Ind.Ltd. 1 1603 30.2* 16 1862 111.7 3.7 0.70 0.0 23.7 1609 495.1 39.2 1609H 1067.8 14 82.0 70 65.66 0 25.15 18.6 5598 185.50 198/79 5598 38.5
34 ELECTRIC EQUIPMENT - G E NSETS/ T URBINES
IND. COMPOSITE 76 1836 168 38
Honda Siel Power 10 1603 10.1 361 673 48.8 48.1 6.00 0.0 13.3 1606 157.5 14.6 1606Q 157.5 3 14.6 34 67.66 0 4.62 12.9 1537 1515.55 1549/1076 1382 29.3
TD Power Systems Ltd 10 1603 33.2 149 455 15.0 4.5 3.05 0.1 3.0 1606 79.7 -1.2 1606Q 79.7 -7 -1.2 -1060 54.05 0 31.23 5.7 668 201.10 344/178 504 49.0
Triveni Turbine 1 1603 33.0 9 708 103.8 3.1 1.10 0.0 35.1 1606 154.9 21.9 1606Q 154.9 25 21.9 53 67.73 3 26.34 32.2 4237 128.40 135/88 4210 38.0
35 ELECTRIC EQUIPMENT - T R ANSFOR M ERS
IND. COMPOSITE 64 5927 185 1
Apar Industries 10 1603 38.5 199 5010 157.0 40.8 6.50 0.4 20.5 1606 1081.9 45.6 1606Q 1081.9 -13 45.6 65 58.20 0 20.24 23.6 2253 585.25 634/406 2488 12.9
Bharat Bijlee 10 1603 5.7 482 640 7.2 12.7 - 0.6 2.6 1606 130.3 -3.4 1606Q 130.3 -1 -3.4 30 35.58 0 17.75 19.2 452 800.20 1110/575 613 52.3
Ujaas Energy 1 1603 20.0 10 277 20.9 1.0 0.07 0.5 10.9 1606 93.7 7.3 1606Q 93.7 696 7.3 408 70.69 0 1.70 21.2 475 23.75 32/16 500 17.8
36 ELECTRODES - GRAPHI T E
IND. COMPOSITE 79 2174 67 19
Graphite India Ltd. 2 1603 39.1 91 1347 82.4 4.2 2.00 0.1 4.6 1606 295.4 11.0 1606Q 295.4 -8 11.0 -33 65.21 0 19.92 101.1 1541 78.85 89/64 1715 20.0
HEG Ltd. 10 1603 40.0 231 828 -15.2 -3.8 - 0.7 - 1606 163.2 -28.9 1606Q 163.2 -35 -28.9 -174 58.79 0 11.33 30.2 683 171.00 203/116 1309 -
37 ENGINEERING
IND. COMPOSITE 806 45414 3983 32
A2Z Infra Engineer 10 1603 129.6* 62 961 -44.7 -3.4 - 1.0 - 1606 202.7 -18.8 1606Q 202.7 148 -18.8 48 48.03 95 12.29 25.2 494 38.10 46/17 1319 -
Astra Microwave 2 1603 17.3 46 420 56.4 6.5 1.20 0.1 14.2 1606 56.8 -2.4 1606Q 56.8 -43 -2.4 -150 16.10 0 34.85 43.5 1040 120.10 155/101 1011 21.2

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 31


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
BGR Energy Systems 10 1603 72.2 191 3188 33.0 4.6 - 1.6 2.4 1606 836.4 8.7 1606Q 836.4 -6 8.7 -24 75.00 0 4.05 97.4 833 115.40 139/89 2600 22.8
Carborundum Uni. 1 1603 18.9* 50 1299 116.3 6.2 1.50 0.1 12.3 1606 360.2 26.5 1606Q 360.2 25 26.5 7 43.81 0 35.08 18.4 5323 282.25 307/159 5371 45.1
Cummins India Lt 2 1603 55.4 114 4724 751.9 27.1 14.00 0.0 23.7 1606 1259.0 181.2 1606Q 1259.0 -4 181.2 -14 51.00 0 35.76 58.2 23583 850.75 1105/747 23493 32.5
Dynamatic Techno 10 1603 6.3 433 431 1.3 2.0 - 1.1 0.5 1606 118.0 5.6 1606Q 118.0 16 5.6 155 51.12 49 26.30 9.9 2100 3311.10 3398/1482 2394
1 23.1
Esab India 10 1603 15.4 205 451 28.3 18.4 1.00 0.0 9.0 1606 116.3 8.6 1606Q 116.3 7 8.6 10 73.72 0 4.42 9.5 885 574.70 674/435 834 30.4
Greaves Cotton 2 1603 48.8 35 1616 198.8 8.1 5.50 0.0 23.2 1606 444.8 38.5 1606Q 444.8 17 38.5 -11 51.00 0 36.30 42.0 3103 127.05 162/114 3082 16.0
Grindwell Norton 5 1603 55.4* 61 1158 101.5 9.2 6.50 0.0 15.1 1606 326.8 28.2 1606Q 326.8 13 28.2 10 58.89 0 17.43 15.7 3634 328.20XB 399/288 3516 34.9
Hercules Hoists 1 1603 3.2 59 91 13.3 4.2 1.50 0.0 7.1 1606 20.3 2.6 1606Q 20.3 -5 2.6 -19 69.47 0 6.58 8.2 598 186.80 197/127 599 47.2
Honeywell Automation 10 1603 8.8 1142 2188 138.5 156.7 10.00 0.0 13.7 1606 564.3 38.2 1606Q 564.3 10 38.2 3 74.99 0 15.54 10.5 8063 9119.75 10167/7751 7690 57.8
*Ion Exchange (India) 10 U1603 14.7 174 800 34.5 23.5 3.00 0.2 13.5 1609 201.7 6.9 1609H 392.0 9 13.6 30 44.36 0 1.17 13.6 440 299.70 394/249 471 11.7
Kennametal India 10 U1606 22.0 174 570 20.7 9.4 4.00 0.0 5.4 1606 154.8 7.2 - - 1 - - 75.00 0 15.20 5.8 1490 677.95 827/610 1395 71.8
Kirloskar Bros. 2 1603 15.9 101 1656 11.8 1.5 0.50 0.3 1.5 1606 376.2 -3.3 1606Q 376.2 2 -3.3 -145 65.37 0 11.17 18.2 1392 175.30 196/113 1626 -
*Kirloskar Industries 10 1603 9.7 753 5 60.3 62.1 20.00 0.0 8.2 1609 0.7 13.0 1609H 2.1 -17 18.9 -44 72.63 0 14.29 21.0 865 890.70 1031/550 821 18.9
*Kirloskar Oil Engine 2 1603 28.9 100 2455 140.5 9.7 5.00 0.0 9.8 1609 714.2 42.6 1609H 1429.9 22 101.3 42 59.33 0 21.53 36.1 5091 352.05 370/199 5052 29.9
KSB Pumps Ltd. 10 1512 34.8 159 819 69.8 20.1 5.50 0.0 12.6 1606 203.6 16.0 1606H 414.2 6 31.4 10 66.40 0 18.29 11.6 2064 593.05 768/499 1840 28.4
L&T Technology Serv 2 1603 20.3 9 2894 434.2 42.7 1.51 2.4 501.5 - - - - - - - - 89.77 0 5.05 117.4 8647 850.30 931/823 8675 -
Nitin Fire Protectio 2 1603 58.5 6 460 5.4 0.2 - 2.0 3.3 1606 79.3 -5.2 1606Q 79.3 -41 -5.2 -255 72.51 32 11.97 28.6 883 30.20 51/23 1198 -
Pennar Engineered Bu 10 1603 34.3 62 447 30.2 8.8 - 0.3 14.2 1606 93.9 4.4 1606Q 93.9 14 4.4 15 62.57 29 23.59 3.8 641 187.05 204/127 629 20.9
Siemens Ltd. 2 1509 71.2 144 10512 1183.3 33.2 10.00 0.0 23.1 1606 2620.4 130.0 1606N 7718.2 7 421.5 -56 74.99 0 14.07 119.4 43732 1228.00 1395/969 41636 68.3
Skipper Ltd. 1 1603 10.2 37 1506 95.1 9.3 1.40 1.2 24.9 1606 285.9 13.7 1606Q 285.9 21 13.7 37 72.36 0 4.59 9.8 1557 152.20 220/122 1948 15.8
*Sterling Tools L 10 1603 6.8 195 369 28.4 41.5 15.00 0.4 21.3 1606 95.2 9.4 1606Q 95.2 12 9.4 55 70.14 0 0.40 4.5 659 963.40 1030/342 703 20.8
Swaraj Engines 10 1603 12.4 172 526 51.2 41.2 33.00 0.0 23.9 1606 171.7 19.0 1606Q 171.7 12 19.0 21 50.61 0 15.30 12.5 1708 1375.20 1425/762 1534 31.3
Thermax 2 1603 23.8 209 4352 305.5 25.6 6.00 0.0 12.3 1606 814.5 45.2 1606Q 814.5 -20 45.2 -19 61.98 0 26.10 29.2 10426 874.95 970/691 10339 36.1
Va Tech Wabag Ltd. 2 1603 10.9 143 1513 117.4 21.5 4.00 0.3 15.0 1606 260.2 17.5 1606Q 260.2 1 17.5 5 28.77 0 51.94 49.4 2768 507.75 767/409 2884 23.4
38 ENGINEERING - HEAVY
IND. COMPOSITE 1947 50753 427 26
Action Construction 2 U1603 23.5* 22 637 8.8 0.8 0.20 0.5 2.8 1606 153.9 3.0 1606Q 153.9 12 3.0 175 68.09 0 4.70 26.7 520 44.30 51/32 626 -
BEML Ltd. 10 1603 41.6 506 2984 52.7 12.6 4.00 0.2 2.5 1606 295.3 -107.1 1606Q 295.3 -50 -107.1 -43 54.02 0 26.14 66.0 3867 928.65 1324/784 4310 1 89.4
Bharat Heavy Ele 2 1603 489.5 135 25630 -913.4 -3.7 0.40 0.0 - 1606 5622.5 77.8 1606Q 5622.5 29 77.8 54 63.05 0 32.18 397.9 34682 141.70 220/90 24723 -
Disa India Ltd. 10 1603 1.5 716 143 10.6 70.2 2.50 0.0 9.8 1606 30.4 1.7 1606Q 30.4 11 1.7 52 74.99 0 13.18 2.8 674 4461.80 5450/3555 608 60.2
Elecon Engg. 2 1603 21.8 49 519 43.2 4.0 1.10 0.5 8.0 1606 111.9 9.8 1606Q 111.9 15 9.8 174 57.33 21 8.70 48.3 749 68.80 93/43 1031 15.2
*GMM Pfaudler Ltd 2 1603 2.9 97 230 18.4 12.6 3.00 0.0 13.0 1609 63.1 6.3 1609H 120.2 10 11.4 52 75.00 0 2.01 6.1 659 451.15 475/216 634 29.6
Inox Wind Ltd. 10 1603 221.9 86 3880 481.3 21.7 - 0.8 25.1 1606 376.8 18.1 1606Q 376.8 -36 18.1 -72 85.61 0 6.43 47.9 4943 222.75 412/161 5925 11.4
ISGEC Heavy Eng 10 1603 7.4 1259 3879 174.0 236.6 20.00 0.3 18.8 1606 668.8 42.5 1606Q 668.8 1 42.5 45 62.26 0 3.64 9.5 3727 5068.70 5569/3551 3734 19.9
Lakshmi Machines 10 1603 11.3 1266 2528 219.9 195.2 40.00 0.0 15.4 1606 557.6 33.1 1606Q 557.6 -1 33.1 -24 28.34 0 26.63 25.4 4894 4343.50 4699/3050 3863 23.4
Praj Industries 2 1603 35.7 37 824 66.7 3.7 1.62 0.0 10.2 1609 159.8 9.6 1609H 332.6 4 17.9 41 33.80 0 27.03 99.9 1452 81.40 105/70 1393 20.2
Sanghvi Movers L 2 1603 8.7 173 532 116.9 27.0 3.00 0.6 15.6 1606 138.5 25.2 1606Q 138.5 26 25.2 20 46.88 0 23.74 12.5 1157 267.35 381/225 1624 9.6
Stovec Indus. 10 1512 2.1 339 157 20.5 98.4 29.00 0.0 29.0 1606 40.4 4.7 1606H 87.4 23 10.7 8 71.06 0 0.09 7.4 443 2123.65 2580/1638 417 20.8
*Suzlon Energy Ltd. 2 1603 1004.9* 1 5939 46.8 0.1 - 9.0 7.6 1606 1143.0 -362.2 1606Q 1143.0 4 -362.2 -182 21.01 96 22.95 988.9 7441 14.81 25/13 12919 -
Techno Electric & En 2 1603 22.8* 68 1033 124.7 10.9 5.00 0.2 16.0 1606 238.3 26.5 1606Q 238.3 30 26.5 56 57.97 0 25.85 5.8 3480 304.80XB 360/209 3563 25.9
Texmaco Rail & Engin 1 1603 21.0* 43 728 21.6 1.0 0.25 0.1 2.4 1606 184.8 12.2 1606Q 184.8 105 12.2 396 54.73 1 33.18 32.3 2305 109.60 155/90 2386 60.9
Titagarh Wagons Ltd. 2 1603 23.1* 66 310 6.3 0.5 0.80 0.0 0.8 1606 69.7 3.7 1606Q 69.7 20 3.7 46 46.11 0 25.75 57.4 1335 115.70 166/84 1200 -
Walchandnagar 2 1603 7.6 30 802 -71.7 -12.6 - 3.5 - 1606 76.6 -8.1 1606Q 76.6 -35 -8.1 62 55.00 22 5.05 73.9 634 166.60 190/116 999 -
39 ENTERTAINMENT/MULTIMEDIA
IND. COMPOSITE 1990 20436 2452 40
52 Weeks Ent. 10 1603 34.9 5 0 1.0 0.3 - 0.7 5.8 1606 0.0 0.3 1606Q 0.0 - 0.3 75 9.43 75 0.99 1.0 1014 290.75 291/122 1026 -
AdlabsEntertainment 10 1603 79.9 77 252 -90.7 -11.4 - 1.6 - 1606 85.9 -19.2 1606Q 85.9 1 -19.2 -30 57.00 59 13.39 15.2 838 104.90 145/68 1822 -
Balaji Telefilms Ltd 2 1603 15.2 81 257 43.7 5.8 1.20 0.0 7.1 1606 53.6 5.8 1606Q 53.6 -23 5.8 28 42.22 0 36.25 18.8 709 93.35 150/83 705 15.8
Den Networks Ltd. 10 1603 178.2 81 1060 -204.9 -11.5 - 0.2 - 1606 238.7 -57.3 1606Q 238.7 16 -57.3 -20 40.04 8 45.17 9.6 1305 73.25 126/61 1198 -
Dish TV India Ltd. 1 1603 106.6* 1 2228 419.9 3.9 - 0.0 382.5 1606 514.7 57.6 1606Q 514.7 1 57.6 -40 64.44 57 25.99 154.8 10206 95.75 112/65 9961 26.8
Entertainment Networ 10 1603 47.7 161 509 100.0 21.0 1.00 0.3 13.0 1606 110.8 16.5 1606Q 110.8 9 16.5 -36 71.15 0 18.88 12.6 3883 814.55 908/586 4113 42.8
*Eros International M 10 1603 93.6 127 1179 113.2 12.1 - 0.3 9.5 1606 319.2 22.9 1606Q 319.2 25 22.9 160 73.54 0 10.51 45.0 1854 198.10 462/126 2161 14.6
Hathway Cable & Data 2 1603 166.1 12 1179 -171.3 -2.1 - 1.2 - 1606 302.1 -53.2 1606Q 302.1 14 -53.2 -21 43.47 0 39.91 15.0 2595 31.25 49/24 3748 -
Inox Leisure 10 1603 96.5 61 1333 77.6 8.0 - 0.4 13.1 1606 336.9 25.0 1606Q 336.9 8 25.0 11 48.69 0 30.68 35.2 2625 272.15 293/170 2840 34.9
*Media Matrix Worldwi 1 1603 113.3 1 3 0.4 0.0 - 0.0 0.2 1606 0.9 0.3 1606Q 0.9 43 0.3 88 60.71 11 0.00 3.1 1013 8.94 13/7 1013 -
Millitoons Entertain 1 1603 8.1 1 1 0.0 0.0 0.00 0.1 0.1 1606 0.3 0.0 1606Q 0.3 30 0.0 50 74.31 0 0.00 0.8 556 68.60 69/13 557 -
NDTV 4 1603 25.8 49 429 -21.6 -3.4 - 0.3 - 1606 88.9 -25.4 1606Q 88.9 -1 -25.4 -74 61.44 0 18.78 47.1 545 84.50 124/63 636 -
Ortel Communications 10 1603 30.4 46 188 11.9 3.9 - 0.9 8.6 1606 52.4 0.9 1606Q 52.4 29 0.9 -65 51.77 0 31.18 1.7 457 150.50 220/130 557 44.2
Prime Focus 1 1603 29.9 34 119 8.4 0.4 - 0.6 0.8 1606 39.5 4.2 1606Q 39.5 11 4.2 132 35.00 62 10.11 9.7 2192 73.35 81/40 2771 -
*PVR Ltd. 10 1603 46.7* 183 1740 114.1 24.4 2.00 0.7 13.4 1606 536.3 44.7 1606Q 536.3 16 44.7 -21 25.25 0 60.22 30.0 5733 1226.70 1334/646 6289 56.1
Shemaroo Entertainme 10 1603 27.2 137 375 55.4 20.4 1.40 0.5 14.9 1606 95.1 16.6 1606Q 95.1 22 16.6 38 65.82 0 15.54 7.7 860 316.25 375/222 1036 14.3
SITI Networks 1 1603 79.4 7 877 -23.2 -0.3 - 1.4 - 1606 184.1 -48.1 1606Q 184.1 24 -48.1 -31 70.98 54 19.23 106.6 2712 34.15 42/30 3205 -
Sri Adhikari Bro 10 1603 34.9 28 108 0.2 0.1 0.60 0.5 0.2 1606 27.5 1.5 1606Q 27.5 6 1.5 -25 45.76 80 0.58 7.4 919 262.90 414/239 967 99.9
Sun TV Network Ltd. 5 1603 197.0 89 2404 867.3 22.0 15.50 0.0 24.7 1606 760.8 233.1 1606Q 760.8 10 233.1 19 74.99 5 19.40 34.5 20965 532.00 567/312 20178 23.2
TV Today Network Ltd 5 1603 29.8 89 546 94.3 15.8 1.75 0.0 17.7 1606 136.9 22.4 1606Q 136.9 8 22.4 25 57.41 0 11.88 24.4 1972 330.65 351/230 1812 20.0
TV Vision 10 1603 34.9 33 86 4.5 1.3 - 0.2 4.0 - - - - - - - - 45.76 80 0.58 7.5 1048 299.85 314/226 1064 -
TV18 Broadcast 2 1603 342.9 21 626 122.9 0.7 - 0.1 3.4 1609 159.8 19.0 1609H 291.6 12 18.5 -1 60.40 0 16.59 84.5 7612 44.40 50/31 7821 -
UFO Moviez India Ltd 10 U1603 27.6 163 350 51.0 18.5 8.00 0.1 11.4 1606 88.5 8.0 1606Q 88.5 8 8.0 -2 28.86 0 51.44 24.2 1240 449.20 625/380 1260 24.4
Zee Entertainment En 1 1603 96.0 31 4207 859.3 8.9 2.25 0.7 28.4 1606 1178.5 170.4 1606Q 1178.5 21 170.4 24 43.07 35 51.56 86.9 50097 521.60 589/350 49713 60.6
Zee Media Corp 1 1603 47.1 13 384 18.7 0.4 0.15 0.2 3.1 1606 88.4 5.3 1606Q 88.4 -9 5.3 50 69.11 37 5.72 95.3 1582 33.60 34/17 1627 -
40 FAST MOVING CONSUMER G O ODS
IND. COMPOSITE 2541 145120 21306 42
Bajaj Corp Ltd. 1 1603 14.8 33 869 197.9 13.4 11.50 0.0 40.8 1609 196.8 58.3 1609H 401.1 -6 110.5 17 66.86 48 27.49 24.0 5974 405.05 457/356 5933 27.9
Britannia Ind. 2 1603 24.0* 142 7948 749.1 62.4 20.00 0.0 44.0 1606 2040.8 210.4 1606Q 2040.8 10 210.4 23 50.73 0 27.55 84.0 39676 3306.35 3575/2507 39655 49.6
Colgate Palm. 1 1603 27.2 37 4162 576.5 21.2 10.00 0.0 56.5 1606 1149.1 125.7 1606Q 1149.1 12 125.7 8 50.99 0 24.60 179.1 25932 953.45 1033/788 25644 44.1
Dabur India 1 1603 176.2 16 5750 939.5 5.3 2.25 0.0 32.7 1606 1278.9 198.4 1606Q 1278.9 0 198.4 14 68.02 0 25.40 138.6 50045 284.10 320/231 50077 52.0

32 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
DFM Foods Limi 10 1603 10.0 65 390 25.0 25.0 5.00 0.7 38.6 1606 75.3 2.6 1606Q 75.3 11 2.6 23 38.34 0 16.43 6.4 2212 2211.30 2433/502 2244 86.6
Emami Ltd. 1 1603 22.7 60 2392 327.7 14.4 7.00 0.5 24.3 1606 593.4 49.2 1606Q 593.4 20 49.2 -42 72.73 25 17.32 37.8 26134 1151.45 1248/901 26722 88.7
*Gillette India Ltd. 10 U1606 32.6 293 2053 213.0 65.4 39.52 0.0 22.3 1606 509.7 46.9 - - 8 - - 74.99 0 9.66 23.9 14216 4362.85 5025/3805 14035 66.7
GlaxoSmithKlineConsu 10 1603 42.1 582 4309 686.9 163.3 70.00 0.0 28.1 1606 1059.4 160.6 1606Q 1059.4 -1 160.6 3 72.45 0 12.98 35.5 25732 6118.60 6800/5367 23020 37.2
Godfrey Philips 2 1603 10.4 271 2412 165.0 31.7 8.00 0.1 11.7 1606 940.6 22.4 1606Q 940.6 -12 22.4 -62 72.05 0 13.05 20.2 7717 1484.25 1660/795 7770 57.8
Godrej Consumer Prod 1 1603 34.1* 112 4812 739.7 21.7 5.75 0.0 19.3 1606 1064.0 151.6 1606Q 1064.0 0 151.6 12 63.28 0 30.68 82.0 55324 1624.30 1710/1120 55177 73.2
Godrej Industries Lt 1 1603 33.6 52 1310 157.3 4.7 1.75 1.3 8.9 1606 331.5 -33.8 1606Q 331.5 -0 -33.8 -382 74.77 0 17.95 46.1 15422 458.80 467/290 17741 1 43.7
Hatsun Agro Prod 1 1603 15.2* 19 3445 60.5 4.0 4.00 2.3 21.4 1609 1000.9 32.2 1609H 2035.2 18 61.2 3 74.71 0 3.27 7.4 5354 351.85XB 406/279 5844 86.4
Heritage Foods 10 1603 23.2 103 2381 55.4 23.9 3.00 0.4 23.1 1606 634.2 16.5 1606Q 634.2 10 16.5 54 39.90 0 11.49 16.2 2077 895.25 956/430 2137 33.9
*Hindustan Unilever L 1 1603 216.4 17 31987 4082.4 18.9 16.00 0.0 110.7 1606 8128.2 1173.9 1606Q 8128.2 4 1173.9 10 67.20 0 18.97 329.0 184201 851.10 954/765 1 83137 4 3.6
ITC Ltd. 1 1603 1211.2* 27 36837 9844.7 8.1 8.50 0.0 29.9 1606 13253.1 2384.7 1606Q 13253.1 8 2384.7 10 0.00 0 55.77 547.3 290496 239.85XB 266/179 2 83961 2 9.5
Jubilant Foodworks L 10 1603 65.8* 117 2410 114.6 17.4 2.50 0.0 14.9 1606 608.9 19.0 1606Q 608.9 7 19.0 -31 45.04 46 43.81 30.1 7236 1099.05 1572/897 7204 70.6
Jyothy Laboratories 1 1603 18.2 57 1575 162.4 8.9 5.00 0.0 15.7 1606 422.4 50.9 1606Q 422.4 6 50.9 9 66.93 30 22.78 80.5 6464 356.00 371/253 6415 38.8
Kaya L 10 1603 13.0* 147 185 -8.6 -6.6 - 0.0 - 1606 47.4 -4.2 1606Q 47.4 14 -4.2 -75 60.39 0 10.27 29.2 1182 909.75 1288/688 1180 -
Kothari Products 10 1603 29.8 262 4642 51.5 17.2 3.00 0.1 6.6 1606 1152.8 16.0 1606Q 1152.8 0 16.0 -3 74.99 0 0.02 8.6 536 179.50 272/141 534 10.5
Kwality 1 1603 23.6* 32 5724 144.2 6.1 0.10 1.7 18.9 1606 1473.6 42.3 1606Q 1473.6 4 42.3 19 64.94 45 1.44 31.3 3447 146.00 159/78 4678 22.8
Marico Ltd. 1 1603 129.0 20 4947 701.9 5.4 4.25 0.0 27.0 1606 1454.4 234.9 1606Q 1454.4 1 234.9 29 59.67 0 32.15 54.6 36763 284.95 307/190 36655 49.5
Nestle India 10 1512 96.4 292 8175 563.3 58.4 48.50 0.0 20.0 1606 2271.7 230.8 1606H 4574.1 2 489.8 91 62.76 0 20.06 77.4 66072 6852.85 7390/4990 65590 82.9
P&G Hygiene&Health 10 U1606 32.5 509 2484 423.2 130.4 36.00 0.0 25.6 1606 558.3 109.4 - - 8 - - 70.63 0 13.03 28.6 22752 7009.00 7280/5171 22133 53.8
*Parag Milk Foods 10 1603 84.1 47 1623 52.5 6.2 - 1.0 13.4 1606 377.3 11.9 1606Q 377.3 2 11.9 81 47.48 0 31.00 9.4 2699 320.85 357/202 3052 46.7
Prabhat Dairy 10 1603 97.7 54 1000 9.4 1.0 0.40 0.2 1.8 1606 235.1 5.9 1606Q 235.1 7 5.9 251 44.36 3 6.52 10.5 1218 124.70 168/72 1306 89.6
Tasty Bite 10 1603 2.6 235 208 16.1 62.8 2.00 0.6 26.8 1606 58.9 5.6 1606Q 58.9 52 5.6 154 74.23 0 0.05 3.1 1150 4482.05 4525/1015 1179 59.0
VST Industries 10 1603 15.4 238 883 153.1 99.2 70.00 0.0 41.3 1606 254.4 41.6 1606Q 254.4 33 41.6 35 32.15 0 24.11 14.0 3623 2346.50 2525/1480 3602 22.1
Zydus Wellness Ltd. 10 1603 39.1 122 208 101.7 26.0 6.50 0.0 21.3 1606 48.6 23.5 1606Q 48.6 13 23.5 20 72.54 0 13.45 35.5 3476 889.75 930/632 3243 32.9
41 FERRO ALLOYS
IND. COMPOSITE 51 1151 102 33
Maithan Alloys Ltd. 10 1603 29.1 136 1151 79.0 27.1 2.00 0.3 20.0 1606 255.4 18.3 1606Q 255.4 36 18.3 133 69.46 0 0.03 5.9 784 269.30 435/80 829 8.8
Star Ferro & Cement 1 1603 22.2 1 0 22.7 1.0 1.00 0.0 74.3 1606 0.0 -0.3 1606Q 0.0 -14 -0.3 -101 64.41 0 1.88 13.3 2474 111.35 142/96 2473 -
42 FERTILISERS
IND. COMPOSITE 2882 67935 765 16
Chambal Fertilis 10 1603 416.2 56 9536 86.3 2.1 1.90 1.9 3.7 1606 1908.3 140.7 1606Q 1908.3 -22 140.7 -4 57.34 7 20.84 152.7 2583 62.05 73/51 7035 30.3
Coromandel Internati 1 1603 29.2* 82 11500 361.4 12.4 4.00 0.9 15.2 1606 2056.7 7.8 1606Q 2056.7 -6 7.8 -44 62.07 0 11.71 58.7 8091 277.45 280/146 10126 22.8
Deepak Fertilisers 10 1603 88.2 181 4259 121.1 13.7 5.00 1.2 7.6 1606 1044.9 34.7 1606Q 1044.9 -3 34.7 -23 51.07 0 16.83 99.0 1978 224.30 253/128 3643 17.9
Fertilisers & Ch 10 U1603 647.1 -20 1759 -452.2 -7.0 - -1.1 - 1603 257.1 -153.9 - - -1 - - 89.99 0 8.56 15.8 1540 23.80 29/18 2405 -
GSFC 2 1603 79.7 119 6163 379.3 9.5 2.20 0.3 8.0 1606 1082.1 46.3 1606Q 1082.1 -0 46.3 -54 37.84 0 32.47 114.9 3893 97.70 100/58 5043 12.0
Gujarat Narmada Vall 10 1603 155.4 172 4548 226.4 14.6 2.00 1.3 8.5 1606 963.0 50.6 1606Q 963.0 -2 50.6 559 41.20 0 27.28 232.7 3757 241.75 248/59 7279 13.0
*Mangalore Chem. 10 1603 118.5 29 3000 -240.1 -20.3 - 3.9 - 1609 848.4 15.4 1609H 1406.5 -16 7.0 103 74.99 53 1.28 56.6 706 59.55 67/35 2027 -
Nagarjuna Fertilizer 1 1603 59.8 27 3662 -114.0 -1.9 - 1.0 - 1606 640.8 -37.3 1606Q 640.8 6 -37.3 30 57.13 77 3.19 473.5 755 12.63 17/9 2305 -
National Fertilizers 10 1603 490.6 33 7766 197.1 4.0 1.21 5.3 12.3 1606 1375.7 -0.6 1606Q 1375.7 -11 -0.6 95 89.71 0 0.40 49.8 1658 33.80 38/24 10122 7.9
Rashtriya Chemicals 10 1603 551.7 51 8649 191.2 3.5 1.10 1.0 6.8 1606 1541.0 19.6 1606Q 1541.0 -19 19.6 -63 80.00 0 7.53 93.6 2662 48.25 54/35 5415 16.9
SPIC 10 U1603 203.6 11 1838 24.8 1.2 - 0.6 10.6 1603 425.7 1.6 - - -12 - - 41.12 0 4.54 74.9 488 23.95 27/16 598 19.7
*Zuari Agro Chemicals 10 1603 42.1 187 5254 -15.9 -3.8 - 4.2 - 1609 1055.6 13.4 1609H 2037.2 -29 -26.7 -617 73.84 5 14.60 33.1 967 229.95 263/118 4299 -
43 FINANCE - BANKS - P R IV ATE SECTOR
IND. COMPOSITE 9426 240837 40739 23
Axis Bank Ltd. 2 1603 478.1* 222 40988 8223.7 34.4 5.00 6.7 15.5 1606 11113.9 1555.5 1606Q 11113.9 12 1555.5 -21 29.75 0 57.19 457.0 125883 526.60 638/367 1 03522 1 6.1
City Union Bank 1 1603 59.9* 51 2944 444.7 7.4 1.20 8.9 14.6 1606 772.2 123.5 1606Q 772.2 9 123.5 11 0.00 0 48.30 84.7 8725 145.60 151/77 7362 19.1
*DCB Bank 10 1603 284.8* 61 1698 194.5 6.8 - 8.6 10.9 1609 506.3 48.5 1609H 976.9 19 95.5 14 16.22 0 41.28 184.4 3652 128.25 131/69 2949 17.7
Dhanlaxmi Bank 10 1603 209.8 26 1204 -209.5 -10.0 - 22.4 - 1606 281.1 5.7 1606Q 281.1 -12 5.7 125 0.00 0 17.10 87.9 513 24.45 30/17 -66 -
Federal Bank 2 1603 344.1* 47 7745 475.6 2.8 0.70 9.8 5.9 1606 2013.8 167.3 1606Q 2013.8 5 167.3 18 0.00 0 43.97 152.6 12603 73.25 77/41 8828 25.1
HDFC Bank 2 1603 509.1* 286 60221 12296.2 48.3 9.50 7.5 16.9 1606 16516.0 3238.9 1606Q 16516.0 18 3238.9 20 26.34 0 53.37 457.8 323385 1270.35 1318/929 2 93326 2 5.2
ICICI Bank 2 1603 1163.8* 149 52739 9726.3 16.7 5.00 4.8 10.8 1606 13330.3 2232.3 1606Q 13330.3 4 2232.3 -25 0.00 0 65.46 988.7 161599 277.70 290/181 1 34493 1 8.0
IDFC Bank 10 1603 3395.1* 40 3649 466.9 1.4 0.25 0.6 3.4 1606 1975.5 264.8 1606Q 1975.5 - 264.8 2 188220 52.94 0 28.35 502.2 25989 76.55 83/43 24088 35.5
*IndusInd Bank 10 1603 597.0* 290 11581 2286.5 38.3 4.50 5.4 12.9 1609 3469.3 704.3 1609H 6761.0 22 1365.6 26 16.69 27 62.02 110.7 72901 1221.20 1255/799 68380 28.4
Jammu & Kashmir Bank 1 1603 48.5 133 6844 416.0 8.6 1.75 10.8 6.5 1606 1672.3 22.9 1606Q 1672.3 -5 22.9 -86 53.16 0 25.57 82.2 3401 70.15 92/56 274 12.1
Karnataka Bank 10 1603 188.5* 196 4992 415.3 22.0 5.00 13.7 11.3 1606 1260.6 121.5 1606Q 1260.6 3 121.5 11 0.00 0 31.86 121.9 2974 157.80 162/85 329 7.0
Karur Vysya Bank 10 1603 121.9 375 5443 567.6 46.6 14.00 11.0 12.4 1606 1385.0 146.3 1606Q 1385.0 2 146.3 9 2.16 9 43.99 78.6 6063 497.50 541/394 3534 10.5
Kotak Mahindra Bank 5 1603 918.7* 130 16384 2089.8 11.4 0.50 5.8 8.7 1606 4386.9 742.0 1606Q 4386.9 10 742.0 291 33.64 0 40.74 144.5 143484 780.95 826/587 1 36581 5 4.3
Lakshmi Vilas Ba 10 1603 179.5 89 2568 180.2 10.0 3.00 16.0 10.2 1609 698.4 64.8 1609H 1384.1 11 125.5 48 9.65 36 6.36 64.2 2816 156.90 169/78 1529 12.8
*RBL Bank 10 1603 369.8 82 2744 292.5 7.9 1.50 8.1 9.6 1609 901.9 89.9 1609H 1765.6 39 187.2 47 0.00 0 23.72 304.3 12133 328.10 335/274 10794 -
South Indian Ban 1 1603 135.1 27 5557 333.3 2.5 0.50 15.0 8.7 1609 1450.2 110.5 1609H 2897.4 4 205.6 30 0.00 0 52.22 268.6 3255 24.10 26/16 779 8.6
*YES Bank Ltd. 10 1603 422.3* 327 13533 2539.4 60.1 10.00 8.1 18.4 1609 4094.4 801.5 1609H 7956.7 20 1533.3 32 21.88 4 66.12 187.0 55617 1317.05 1450/632 49840 19.1
44 FINANCE - BANKS - P UBL I C SECTOR
IND. COMPOSITE 19973 665421 - 18088 17
Allahabad Bank 10 1603 727.3* 159 18885 -743.3 -10.2 - 17.6 - 1606 4570.5 -565.0 1606Q 4570.5 -7 -565.0 -485 67.21 0 21.22 217.9 5644 77.60 88/40 -3828 -
Andhra Bank 10 1603 681.2 161 17635 539.8 7.9 0.50 15.9 4.9 1606 4372.0 31.1 1606Q 4372.0 4 31.1 -85 61.26 0 22.87 225.7 3879 56.95 70/42 -4912 10.5
Bank of Baroda 2 1603 462.1* 174 44061 -5395.5 -23.4 - 14.3 - 1606 10433.5 423.6 1606Q 10433.5 -7 423.6 -60 59.23 0 33.64 293.9 36101 156.25 182/109 14428 -
Bank of India 10 1603 1054.7 296 41796 -6089.2 -57.7 - 16.5 - 1606 9425.9 -741.4 1606Q 9425.9 -13 -741.4 -672 73.71 0 18.66 295.1 11955 113.35 141/79 - 22007 -
Bank of Maharash 10 1603 1168.3 64 13053 100.7 0.9 - 18.6 1.1 1606 3156.3 -397.4 1606Q 3156.3 -5 -397.4 -769 81.61 0 13.36 172.9 3581 30.65 37/27 -4801 -
Canara Bank 10 1603 543.0 482 44022 -2812.8 -51.8 - 18.3 - 1606 10201.7 228.9 1606Q 10201.7 -8 228.9 -52 66.29 0 26.59 158.4 17357 319.65 339/156 -3307 -
Central Bank 10 1603 1885.0 77 25888 -1418.2 -7.5 - 18.5 - 1606 6168.3 -599.8 1606Q 6168.3 -8 -599.8 -395 82.02 0 13.51 143.8 17276 91.65 112/48 3207 -
Corporation Bank 2 1603 229.4* 93 19411 -506.5 -4.4 - 19.2 - 1606 4723.7 35.9 1606Q 4723.7 -4 35.9 -82 67.20 0 26.49 75.8 4875 42.50 48/31 -5212 -
Dena Bank 10 1603 787.1 92 10646 -935.3 -11.9 - 16.4 - 1606 2686.3 -279.4 1606Q 2686.3 -3 -279.4 -1943 68.55 0 18.68 224.1 2999 38.10 48/26 -2350 -
IDBI Bank Ltd. 10 1603 2058.8 107 28043 -3664.8 -17.8 - 12.0 - 1606 7303.2 241.1 1606Q 7303.2 1 241.1 78 73.98 0 17.86 411.2 15750 76.50 96/47 1927 -
Indian Bank 10 1603 480.3 281 16244 711.4 14.8 1.50 13.2 4.4 1606 4071.3 307.4 1606Q 4071.3 -1 307.4 43 82.10 0 15.01 64.4 10780 224.45 242/76 1606 13.4
Indian Overseas 10 1603 2454.7* 57 23517 -2897.3 -11.8 - 16.9 - 1606 5215.5 -1450.5 1606Q 5215.5 -15 -1450.5 -9927 79.56 0 13.53 256.7 6272 25.55 37/21 -7762 -
Oriental Bank of 10 1603 346.2 389 20059 156.1 4.5 0.70 15.6 1.0 1606 4778.9 100.7 1606Q 4778.9 -7 100.7 -61 58.37 0 28.94 133.5 4563 131.80 158/75 -4870 -

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 33


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Punj. & Sind Ban 10 1603 400.4 149 8744 336.0 8.4 1.65 15.3 5.6 1606 2153.9 53.4 1606Q 2153.9 -4 53.4 24 79.62 0 12.45 136.8 2144 53.55 58/32 -1678 6.2
Punj. NationlBak 2 1603 425.6 167 47424 -3974.4 -18.7 - 15.6 - 1606 11574.9 306.4 1606Q 11574.9 -4 306.4 -57 65.01 0 29.30 364.4 31398 147.55 150/69 4919 -
SBI 1 1603 776.3 186 1 63685 9950.7 12.8 2.60 12.0 6.9 1606 41593.5 2521.0 1606Q 41593.5 5 2521.0 -32 61.21 0 29.09 1 536.8 200590 258.40 272/148 70961 22.8
*State Bank Of Bi 10 1603 70.0 963 9592 850.6 121.5 14.30 13.9 12.6 1609 2326.5 -210.1 1609H 4773.6 -1 -431.7 -196 75.07 0 9.94 60.1 4928 704.05 750/445 -4787 -
State Bank Of My 10 1603 48.0 973 7128 357.8 74.5 6.00 15.1 6.8 1606 1764.1 -471.9 1606Q 1764.1 -2 -471.9 -602 90.00 0 2.53 28.4 2638 549.50 746/350 -1027 -
StateBnkOfTravan 10 1603 71.1 847 9609 337.7 47.5 5.00 16.8 5.6 1606 2352.4 -742.9 1606Q 2352.4 -2 -742.9 -1014 79.08 0 2.52 60.7 3906 549.40 598/360 -1417 -
Syndicate Bank 10 1603 904.5* 121 23198 -1643.5 -18.2 - 24.4 - 1606 5864.6 79.1 1606Q 5864.6 1 79.1 -74 72.91 0 16.69 258.4 6884 76.10 98/49 -6455 -
UCO Bank 10 1603 1372.8* 69 18561 -2799.3 -20.4 - 22.5 - 1606 4189.6 -440.6 1606Q 4189.6 -11 -440.6 -272 77.53 0 13.97 313.8 4921 35.85 55/28 -3029 -
Union Bank of In 10 1603 687.4 295 32199 1351.6 19.7 1.95 16.9 5.9 1606 7876.6 166.3 1606Q 7876.6 -5 166.3 -68 63.43 0 25.38 238.7 10109 147.05 174/104 -5496 10.1
*United Bank of I 10 1603 1339.4* 40 9937 -282.0 -2.1 - 23.7 - 1606 2429.3 38.3 1606Q 2429.3 -4 38.3 -27 85.90 0 9.53 83.1 2893 21.60 25/16 -3177 -
Vijaya Bank 10 1603 998.8 66 12084 381.8 3.8 - 19.2 5.1 1606 3059.6 161.7 1606Q 3059.6 -1 161.7 13 70.33 0 16.81 266.0 4060 40.65 46/29 -2208 10.1
45 FINANCE - HOUSING
IND. COMPOSITE 947 54727 10158 27
Can Fin Homes 10 1603 26.6* 330 1083 157.1 59.0 10.00 9.8 17.9 1609 332.4 55.1 1609H 642.0 27 104.8 55 43.45 0 0.71 33.8 4874 1830.30 1887/840 13482 25.1
*Dewan Housing 10 1603 313.0 157 7312 729.2 23.3 8.00 10.5 14.8 1609 2166.7 232.6 1609H 4124.9 19 434.0 23 39.30 0 33.36 78.7 10386 331.80 337/141 58534 12.8
GIC Housing Fi 10 1603 53.9 136 874 124.5 23.1 5.00 8.4 17.0 1606 234.9 32.3 1606Q 234.9 15 32.3 14 42.06 0 16.89 38.7 1819 337.70 354/181 7896 14.1
GRUH Finance Li 2 1603 72.8* 23 1275 243.6 6.7 2.30 10.4 29.1 1609 367.4 62.0 1609H 713.8 18 122.2 20 58.58 0 17.97 41.8 12333 338.90 370/226 20927 46.8
HDFC 2 1603 316.8 215 30905 7093.1 44.8 17.00 4.4 20.8 1606 8382.3 1870.7 1606Q 8382.3 19 1870.7 37 0.00 0 88.51 212.8 211699 1336.50 1463/1012 3 57082 2 7.8
LIC Housing Fi 2 1603 100.9 181 12396 1660.8 32.9 5.50 10.5 18.1 1609 3456.5 494.8 1609H 6816.1 13 902.6 14 40.31 0 44.57 164.6 30262 599.65 624/389 1 22434 1 7.1
Repco Home Finance L 10 1603 62.6* 153 881 150.1 24.0 1.80 5.8 15.7 1606 246.8 39.5 1606Q 246.8 23 39.5 31 37.13 0 49.09 16.6 4927 787.70 891/552 10430 30.9
46 FINANCE - OTHERS
IND. COMPOSITE 17232 125783 2 6303 21
*Alankit 2 1603 14.3* 5 30 3.5 0.5 0.40 0.0 10.5 1606 13.1 1.9 1606Q 13.1 764 1.9 476 23.61 0 0.02 2.2 534 74.70XB 85/23 528 -
Alps Motor Finance 1 U1603 10.0 1 1 0.0 0.0 - 0.4 0.3 1606 0.3 0.0 1606Q 0.3 12 0.0 -6 7.20 0 0.00 0.5 613 61.00 61/39 617 -
Bajaj Finance L 2 1603 107.7* 136 7304 1278.5 23.7 5.00 5.1 17.4 1606 2286.4 424.0 1606Q 2286.4 39 424.0 54 57.34 0 24.46 71.0 61070 1133.60XB 1180/512 96765 42.8
Bajaj Finserv Ltd. 5 1603 79.6 169 242 163.1 10.3 1.75 0.0 6.0 1606 40.6 16.7 1606Q 40.6 11 16.7 23 58.35 0 14.43 62.4 52134 3276.15 3443/1576 51909 3 13.7
Bajaj Holdings & Inv 10 1603 111.3 611 1395 1270.5 114.2 32.50 0.0 18.7 1606 116.9 85.7 1606Q 116.9 -28 85.7 -30 42.35 0 24.38 43.5 24073 2163.00 2230/1311 22651 19.5
Balmer Lawrie Invest 10 1603 22.2 41 0 35.6 16.0 12.50 0.0 39.2 1606 0.0 0.8 1606Q 0.0 0 0.8 -18 59.67 0 6.79 12.5 732 329.80 351/248 647 20.7
Bengal & Assam Compa 10 1603 8.7 406 42 23.0 26.5 10.00 0.5 6.5 1606 5.8 0.5 1606Q 5.8 38 0.5 -10 73.96 0 3.30 32.3 1110 1278.00 1335/410 1264 48.4
*BF Investment Ltd. 5 1603 18.8 187 3 21.5 5.7 - 0.0 3.0 1606 0.8 0.6 1606Q 0.8 8 0.6 16 72.70 0 2.02 23.7 632 167.85 191/85 621 29.3
Bharat Financial Inc 10 1603 137.8* 101 1169 303.0 22.0 - 2.1 21.7 1606 369.0 235.9 1606Q 369.0 53 235.9 286 1.75 0 83.58 53.7 12659 918.55 939/398 13806 26.5
Capital First 10 1603 92.3* 180 1845 156.9 17.0 2.40 5.2 9.4 1606 601.4 45.2 1606Q 601.4 55 45.2 46 65.10 0 15.10 116.9 7072 765.90 796/348 14684 41.3
Capital Trust Lt 10 1603 14.7 103 54 20.2 13.8 1.50 0.3 13.4 1606 23.6 9.1 1606Q 23.6 95 9.1 156 62.65 0 0.00 6.4 838 571.30 586/160 802 32.5
Capri Global Capital 10 1603 35.1* 310 210 41.2 11.8 1.50 0.1 3.8 1606 48.6 16.0 1606Q 48.6 9 16.0 -26 73.91 0 9.12 2.8 1220 347.95 407/111 1317 34.5
Centrum Capital 1 1603 41.6 6 45 6.1 0.1 - 0.6 2.3 1606 18.8 1.6 1606Q 18.8 7 1.6 -25 32.25 34 0.00 0.7 1229 29.55 32/7 1384 -
Cholamandalam Invest 10 1603 156.3* 234 4192 568.5 36.4 4.50 6.2 15.5 1606 1108.5 165.7 1606Q 1108.5 12 165.7 50 53.12 0 38.79 20.8 18740 1199.35 1244/583 40826 30.0
Edelweiss Fin. Ser 1 1603 82.9* 19 335 155.6 1.9 1.25 0.4 9.7 1606 92.9 11.5 1606Q 92.9 24 11.5 -61 37.34 48 30.85 116.0 10220 123.30 129/44 10869 74.3
*Equitas Holdings Ltd 10 1603 337.0* 31 8 2.1 0.1 - 0.0 0.2 1609 3.4 1.2 1609H 5.6 21 1.5 8 0.00 0 77.42 89.5 6170 183.10 206/134 6103 -
Fortune Financia 10 1603 51.0* 82 3 0.1 0.0 - 0.0 0.0 1606 2.4 0.6 1606Q 2.4 308 0.6 99 73.84 0 0.00 2.1 1638 321.00 330/106 1643 -
Geojit BNP Paribas 1 1603 23.5 15 217 35.6 1.5 1.00 0.0 10.0 1606 55.3 9.4 1606Q 55.3 2 9.4 -1 62.69 0 5.24 32.1 924 39.30 45/27 783 26.0
Goldline Intl. 10 U1603 52.1 10 4 0.3 0.1 - 0.0 0.6 1606 1.2 0.0 1606Q 1.2 210 0.0 -72 6.36 0 0.00 5.3 1526 292.85 312/130 1526 -
Greencrest Financial 1 1603 36.6 1 16 0.7 0.0 - 0.0 1.5 1606 0.8 0.6 1606Q 0.8 -65 0.6 -5 1.24 0 0.00 0.5 2292 62.70 65/60 2289 -
*ICICI Pru Life 10 1603 1435.3 42 1810 1653.0 11.5 8.40 16.1 27.6 - - - - - - - - 80.72 0 5.30 1 039.9 46835 326.30 334/293 1 43213 -
IDFC L 10 1603 1595.9 60 224 -1162.1 -7.3 - 0.0 - 1606 16.7 5.3 1606Q 16.7 -99 5.3 -98 0.00 0 63.84 465.4 10964 68.70 71/35 10737 -
IFCI Ltd. 10 1603 1662.0 37 3819 337.4 2.0 1.00 3.8 4.9 1606 822.0 -110.3 1606Q 822.0 -7 -110.3 -209 55.53 0 23.33 628.2 4413 26.55 31/20 26968 -
IIFL Holdings 2 1603 63.4 47 211 172.0 5.4 4.25 0.0 11.7 1606 4.6 0.8 1606Q 4.6 -91 0.8 -98 29.12 0 27.68 21.3 8860 279.40 312/164 8906 66.2
IL&FS Investment Man 2 1603 62.8 4 102 49.1 1.6 1.20 0.0 39.7 1606 15.8 7.1 1606Q 15.8 -35 7.1 -35 50.41 100 4.54 34.9 501 15.95 22/13 483 11.1
*Indiabulls Housing F 2 1603 84.4* 249 7933 2294.1 54.4 54.00 4.6 21.8 1609 2397.0 641.1 1609H 4704.5 28 1267.6 21 24.37 12 61.72 67.6 36992 876.75 895/551 83079 14.7
Indiabulls Ventures 2 1603 58.7* 7 76 16.9 0.6 3.00 2.9 8.3 1606 17.8 20.9 1606Q 17.8 -10 20.9 211 33.62 0 0.28 98.9 785 26.75 35/13 595 25.3
JM Financial Ltd. 1 1603 79.2 21 35 112.3 1.4 1.45 0.3 6.8 1606 19.9 7.6 1606Q 19.9 -78 7.6 -90 65.44 0 17.68 36.9 6405 80.90 83/33 6819 -
JSW Holdings 10 1603 11.1 718 50 36.6 33.0 - 0.0 4.6 1609 22.0 15.6 1609H 31.0 -8 21.7 -14 61.41 0 20.94 23.4 1416 1276.05 1394/931 1405 42.9
*Kalyani Investment 10 1603 4.4 777 1 26.4 60.5 - 0.0 7.8 1609 0.0 2.5 1609H 0.0 27 3.5 -64 68.65 0 1.54 19.7 604 1384.55 1938/1022 604 30.0
Kama Holdings Ltd. 10 1603 6.5 742 30 29.5 45.7 15.00 0.0 6.2 1606 0.0 -0.2 1606Q 0.0 0 -0.2 6 74.99 0 0.14 6.1 1733 2685.60 3149/1145 1733 58.7
L&T Finance Holdings 10 1603 1754.1 22 349 378.0 2.2 0.80 0.5 9.8 1606 13.1 2.9 1606Q 13.1 8 2.9 -87 66.68 0 13.78 390.3 17892 102.00 103/48 18449 49.8
M&M Fin.Services 2 1603 113.8 107 5853 672.6 11.8 4.00 3.6 11.0 1606 1366.4 87.0 1606Q 1366.4 0 87.0 -2 51.92 0 43.25 49.1 20623 362.60 405/173 41713 30.8
Magma Fincorp Ltd. 2 1603 47.4 86 2110 187.1 7.9 0.80 4.2 9.2 1606 508.5 40.1 1606Q 508.5 -1 40.1 0 26.98 0 62.45 18.9 2791 117.80 126/67 10988 14.9
Manappuram Finance 2 1603 168.3* 33 2213 337.2 4.0 1.80 2.9 12.3 1606 674.0 149.2 1606Q 674.0 31 149.2 167 34.36 3 40.81 64.9 8399 99.80 105/22 15789 19.5
Max Financial Servic 2 1603 53.5* 62 201 115.2 4.3 3.60 0.0 6.9 1606 131.7 107.1 1606Q 131.7 189 107.1 336 30.44 52 59.18 51.7 14975 560.30 627/303 14972 70.2
Monotype India 1 U1603 70.3 1 18 1.4 0.0 - 1.4 1.9 1606 8.2 2.1 1606Q 8.2 3524 2.1 185 25.22 0 0.00 4.1 1867 26.55 37/12 1963 -
Motilal Oswal Financ 1 1603 14.3* 41 110 46.7 3.3 3.50 0.6 7.9 1606 36.6 17.9 1606Q 36.6 90 17.9 1024 71.63 0 14.86 10.1 8723 607.95 632/257 8958 1 38.3
Muthoot Finance 10 1603 399.1 141 4861 809.6 20.3 6.00 2.4 14.4 1606 1296.4 270.3 1606Q 1296.4 14 270.3 48 74.62 0 21.34 38.6 13811 346.10 405/160 26772 15.4
Network 18 Media & I 5 1603 523.5 25 67 -91.0 -0.9 - 0.2 - 1609 16.2 -36.3 1609H 31.8 -2 -51.1 -19 74.99 0 5.33 72.9 4465 42.65 64/38 5105 -
Oswal Green Tech 10 1603 256.8 84 452 37.9 1.5 - 0.0 1.8 1606 23.3 53.1 1606Q 23.3 -93 53.1 332 64.32 0 10.83 207.3 874 34.05 46/20 639 11.1
Pilani Investmen 10 1603 7.9 1110 47 38.9 49.2 25.00 0.0 4.4 1606 7.0 5.2 1606Q 7.0 79 5.2 85 57.54 0 0.25 5.7 1277 1614.75 1690/1220 1266 30.9
PNB Gilts Ltd. 10 1603 180.0 41 343 34.5 1.9 1.10 6.7 4.7 1606 98.0 19.4 1606Q 98.0 38 19.4 698 74.06 0 1.45 35.7 554 30.75 31/22 5453 9.7
Pneumatic Holdings 10 1603 5.3 259 12 7.5 14.2 9.00 0.0 5.5 1609 0.9 0.1 1609H 1.9 -66 0.1 -98 72.50 0 7.37 12.0 545 1030.10 1081/411 532 1 35.8
Power Finance Co 10 1603 2640.1* 135 27474 6113.5 23.2 13.90 5.6 17.1 1606 7105.6 1712.6 1606Q 7105.6 5 1712.6 9 67.79 0 27.63 212.5 33674 127.55XB 129/70 2 34080 5.4
PS IT Infrastructure 10 1603 53.8 10 329 0.2 0.0 - 0.0 0.3 1606 62.1 0.2 1606Q 62.1 47 0.2 -70 1.98 0 0.00 1.8 511 95.00 99/6 512 -
PTC India Financial 10 1603 562.1 31 1187 391.1 7.0 1.20 3.6 22.4 1606 271.3 67.4 1606Q 271.3 20 67.4 10 60.00 0 12.92 121.0 2195 39.05 52/30 8421 5.5
Rane Holdings Ltd. 10 1603 14.3 212 75 35.6 25.0 10.00 0.1 11.8 1606 13.2 3.9 1606Q 13.2 7 3.9 -24 46.47 0 14.02 8.5 1266 886.90 984/488 1286 36.8
Ravindra Energy Ltd. 10 1603 122.1 18 122 2.4 0.2 - 0.0 1.1 1606 11.5 0.3 1606Q 11.5 2070 0.3 56 76.09 0 0.00 69.9 612 50.10 50/16 612 -
Reliance Capital 10 1603 252.6 526 4076 977.0 38.7 10.00 1.3 7.3 1606 984.0 213.0 1606Q 984.0 5 213.0 22 52.00 45 29.59 969.4 13732 543.55 596/304 29489 13.5
Religare Enterprises 10 1603 178.3 141 125 83.8 4.7 - 0.3 3.3 1606 14.0 -25.8 1606Q 14.0 -81 -25.8 -168 50.92 87 20.92 24.3 4781 268.10 325/224 5463 2 38.5
Rural Electrific 10 1603 1974.9* 145 23638 5627.7 28.5 17.10 5.1 19.7 1606 5953.6 1420.9 1606Q 5953.6 5 1420.9 -4 60.63 0 30.39 265.7 27461 139.05XB 140/76 1 70872 4.9
Satin Creditcare 10 1603 37.6* 88 552 57.9 15.4 - 4.6 17.6 1606 195.1 24.6 1606Q 195.1 72 24.6 104 33.04 9 24.55 7.4 2228 592.40 717/264 2997 31.6
SE Investments 10 1603 40.6 126 193 45.1 11.1 - 1.0 8.8 1606 56.0 16.8 1606Q 56.0 26 16.8 26 44.50 0 32.48 1.9 947 233.50 308/145 1430 19.5

34 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Shriram City Uni 10 1603 65.9* 684 3835 529.8 80.3 15.00 2.3 11.7 1606 1053.5 181.8 1606Q 1053.5 15 181.8 23 33.77 0 18.11 7.0 15200 2305.25 2354/1337 24826 27.0
Shriram Trans.Fi 10 1603 226.9 448 10242 1178.2 51.9 10.00 3.3 11.6 1606 2685.4 374.1 1606Q 2685.4 14 374.1 17 26.05 0 29.72 43.9 26141 1152.20 1325/737 57378 21.2
SREI Infrastructure 10 1603 503.1 55 1890 57.4 1.1 0.50 4.7 2.1 1606 757.7 26.1 1606Q 757.7 59 26.1 14 60.79 0 18.66 51.4 3665 72.85 85/39 16120 60.5
Stampede Capital 1 1603 22.9 2 20 0.4 0.0 - 0.0 0.7 1606 2.2 0.0 1606Q 2.2 9 0.0 -91 43.99 0 11.86 4.7 845 36.90CB 51/29 844 -
Summit Securities 10 1603 10.9 406 17 15.7 14.4 - 0.0 3.5 1606 0.1 -0.2 1606Q 0.1 -21 -0.2 -27 73.83 0 4.25 62.1 521 477.75 503/221 512 33.3
Sundaram Finance 10 1603 111.1* 298 2312 477.3 43.0 11.00 2.1 14.4 1606 557.7 90.2 1606Q 557.7 0 90.2 -9 36.14 0 15.80 21.1 15546 1399.00 1599/1106 22086 33.2
Tata Investment 10 1603 55.1 406 252 202.6 36.8 17.00 0.0 9.1 1606 46.9 33.9 1606Q 46.9 -4 33.9 -7 73.01 0 6.13 25.0 3418 620.45 689/455 3405 17.1
Tourism Finance 10 1603 80.7 64 184 53.6 6.6 1.80 1.9 10.4 1606 54.0 20.2 1606Q 54.0 15 20.2 22 48.08 0 4.13 66.7 523 64.80 72/35 1514 9.1
Ujjivan Financial 10 1603 118.6* 102 1007 177.2 14.9 0.50 1.4 14.6 1606 321.7 71.4 1606Q 321.7 55 71.4 103 0.00 0 66.13 52.4 5416 456.80 547/217 6659 -
V B Industries 10 1603 13.1 76 144 0.3 0.2 - 0.0 0.3 1606 41.4 0.5 1606Q 41.4 96 0.5 -28 0.89 0 0.00 0.7 492 375.20 376/371 492 -
Vardhman Holdings 10 1603 3.2 872 52 48.2 150.9 3.00 0.0 17.3 1606 8.8 6.8 1606Q 8.8 171 6.8 161 74.89 0 4.03 7.1 639 2001.30 2210/788 638 12.2
Yamini Investments 1 1603 52.6 1 13 0.5 0.0 - 0.0 0.8 1606 1.9 0.1 1606Q 1.9 -35 0.1 -55 17.35 0 0.03 1.8 1732 32.95 65/22 1731 -
47 GLASS
IND. COMPOSITE 186 5327 57 45
Asahi India Glass 1 1603 24.3 16 2168 97.3 4.0 0.60 2.7 24.7 1606 567.8 26.8 1606Q 567.8 8 26.8 23 54.40 7 2.68 50.7 4858 199.85 209/135 5872 47.5
Borosil Glass 10 1603 2.3 2462 222 52.3 226.2 25.00 0.1 9.2 1606 52.3 9.9 1606Q 52.3 30 9.9 -32 72.26 0 5.00 6.7 1950 8443.10 8443/2200 1976 41.0
Empire Inds. 10 1603 6.0 250 385 30.6 51.1 24.00 0.9 20.4 1606 88.7 6.7 1606Q 88.7 3 6.7 -4 72.55 0 14.75 5.0 975 1625.00 1995/1360 1037 32.1
Guj. Borosil Ltd 5 1603 34.1 8 183 12.1 1.8 - 1.9 23.2 1606 43.0 3.2 1606Q 43.0 12 3.2 34 74.95 0 0.07 47.9 707 103.60 104/40 713 54.6
Hind. NationalGl 2 1603 17.5 27 1979 -193.3 -22.1 - 11.0 - 1606 505.3 -21.0 1606Q 505.3 -3 -21.0 47 69.98 93 7.26 4.2 943 108.00 155/57 3471 -
La Opala RG Ltd. 2 1603 11.1 42 249 58.7 10.6 1.80 0.0 25.3 1606 51.1 10.9 1606Q 51.1 -2 10.9 18 65.02 0 19.60 9.3 2998 540.10 670/456 3003 49.6
Saint-Gobain Sekurit 10 1603 91.1 9 141 -0.4 -0.0 - 0.0 - 1606 39.2 2.8 1606Q 39.2 6 2.8 8 75.00 0 0.19 22.0 471 51.65 54/33 470 -
48 GRANITES/MARBLES
IND. COMPOSITE 6 193 17 19
Pokarna Ltd. 10 1603 6.2 187 193 17.2 27.8 10.00 0.6 14.9 1606 37.2 1.8 1606Q 37.2 -29 1.8 -73 56.66 0 1.12 5.9 544 878.05 1250/660 607 43.8
49 HORTICULTURE AND FLORI C ULTURE
IND. COMPOSITE 50 3110 228 46
*Advanced Enzyme Tech 10 1603 22.3 79 139 21.3 9.5 1.00 0.3 12.1 - - - - - - - - 66.50 0 11.24 26.9 4943 2213.95 2330/1161 4986 -
Kaveri Seed Company 2 1603 13.8 133 849 177.1 25.6 2.50 0.0 19.3 1606 494.0 154.4 1606Q 494.0 -25 154.4 -30 57.49 0 26.28 32.9 3016 436.80 543/300 3011 27.3
Venky’s (India) Ltd. 10 1603 14.1 277 2122 29.9 21.2 5.00 1.8 7.7 1606 644.2 41.0 1606Q 644.2 15 41.0 159 56.10 0 0.16 21.4 759 538.90 578/220 1249 13.8
50 HOSPITALS AND MEDIC A L S ERVICES
IND. COMPOSITE 1061 10178 603 59
Apollo Hospitals 5 1603 69.6 247 5409 369.4 26.6 6.00 0.6 10.8 1606 1465.4 72.2 1606Q 1465.4 12 72.2 -18 34.35 65 45.89 38.1 19058 1369.85 1544/1213 20904 54.3
Dr. Lal Pathlabs Ltd 10 1603 82.8* 58 765 125.8 15.2 2.45 0.0 26.3 1606 215.7 37.5 1606Q 215.7 18 37.5 31 58.61 0 13.19 28.7 9260 1118.60 1275/697 9033 68.8
Fortis Healthcare 10 1603 463.3 78 612 -73.5 -1.6 - 0.3 - 1606 166.1 -7.0 1606Q 166.1 8 -7.0 58 70.28 84 18.55 109.0 8199 176.95 199/141 9234 -
*Healthcare Global En 10 1603 85.1 62 470 -2.8 -0.3 - 0.3 - 1606 133.7 5.7 1606Q 133.7 19 5.7 347 24.61 0 50.06 15.1 1998 234.85 240/167 2119 -
Indraprastha Med 10 1603 91.7 22 758 28.2 3.1 1.80 0.2 13.9 1606 194.0 8.4 1606Q 194.0 3 8.4 5 50.99 0 3.03 46.3 541 59.00 77/46 582 18.9
Kovai Medical 10 1603 10.9 160 465 40.4 37.0 2.50 0.7 23.0 1606 128.5 14.4 1606Q 128.5 14 14.4 42 50.03 0 1.27 7.7 872 797.00 927/616 947 19.5
Narayana Hrudayalaya 10 1603 204.4 47 1464 56.8 2.8 - 0.1 5.9 1606 400.4 22.7 1606Q 400.4 15 22.7 57 64.85 0 30.32 29.9 7114 348.10 373/272 7228 1 09.5
Thyrocare Tech. 10 1603 53.7 70 235 58.8 10.9 9.55 0.0 15.7 1606 68.9 17.2 1606Q 68.9 30 17.2 32 63.96 0 14.81 34.5 3566 663.75 679/524 3558 -
51 HOTELS AND RESORTS
IND. COMPOSITE 644 6858 360 49
EIH Associated 10 1603 30.5 79 246 38.4 12.6 4.00 0.1 16.0 1606 46.8 2.1 1606Q 46.8 4 2.1 2 74.99 0 14.25 5.8 969 318.00 379/206 990 25.2
EIH Ltd. 2 1603 114.3 43 1417 101.5 1.8 1.10 0.1 3.8 1606 276.2 -12.2 1606Q 276.2 -9 -12.2 -162 35.26 0 17.68 68.0 6256 109.45 138/101 6455 90.2
GIR Natureview 10 1503 17.8 11 7 0.3 0.2 - 0.0 1.6 - - - - - - - - - 0 0.00 - 439 246.45 300/200 439 -
Hotel Leela Ven. 2 1603 93.3 -4 661 -180.2 -3.9 - -24.3 - 1606 149.0 -51.8 1606Q 149.0 -8 -51.8 10 63.88 92 5.38 98.3 845 18.10 24/17 5057 -
India Tourism De 10 1603 85.8 39 437 22.6 2.6 1.50 0.0 6.8 1606 105.9 9.0 1606Q 105.9 9 9.0 397 87.02 0 4.00 3.6 1790 208.65 291/140 1511 60.1
Indian Hotels Co 1 1603 98.9 39 2274 201.0 2.0 - 0.4 5.2 1606 474.5 -9.0 1606Q 474.5 6 -9.0 -87 38.65 0 38.88 135.8 13113 132.55 143/89 14656 93.0
Mac Charles 10 1603 13.1 196 56 33.4 25.5 10.00 0.0 13.0 1606 16.2 5.1 1606Q 16.2 1 5.1 39 74.62 0 0.02 12.7 681 519.45 519/188 676 20.2
Mahindra Holidays 10 1603 88.8 78 952 117.3 13.2 5.00 0.0 16.9 1606 249.7 30.2 1606Q 249.7 10 30.2 21 75.00 0 14.88 18.2 3932 442.85 513/322 3904 32.1
Oriental Hotels 1 1603 17.9 12 308 -7.9 -0.4 0.20 1.3 - 1606 70.2 -7.7 1606Q 70.2 3 -7.7 -29 65.79 1 11.81 15.3 502 28.10 32/19 796 -
Taj GVK Hotels & Res 2 1603 12.5 56 270 8.4 1.3 0.40 0.7 2.4 1606 58.3 2.5 1606Q 58.3 -6 2.5 2853 74.98 0 4.90 39.5 814 129.90 158/65 1068 75.4
The Byke Hospitality 10 1603 40.1 30 232 25.9 6.5 1.00 0.1 21.4 1606 61.9 6.4 1606Q 61.9 29 6.4 37 44.45 6 11.95 5.6 737 183.75 200/148 742 26.6
Westlife Development 2 1603 31.1* 31 0 -0.4 -0.0 - 0.0 - 1606 0.0 -0.1 1606Q 0.0 -47 -0.1 -106 62.17 0 28.58 1.9 3005 193.15 270/175 3005 -
52 INFRASTRUCTURE - GE NERAL
IND. COMPOSITE 3434 10358 -550 48
Atlanta Ltd. 2 1603 16.3 46 136 3.3 0.4 - 0.5 0.9 1606 64.1 27.9 1606Q 64.1 817 27.9 463 70.52 88 3.15 15.0 638 78.30 80/25 820 16.4
Bharti Infratel Ltd. 10 1603 1896.7 98 5596 1323.4 7.0 3.00 0.0 7.1 1606 1453.1 1476.9 1606Q 1453.1 6 1476.9 515 71.70 0 25.94 47.2 68754 362.50 436/302 65599 26.9
Gammon Infrastructur 2 1603 188.4 9 403 58.2 0.4 - 0.1 6.6 1606 80.9 5.9 1606Q 80.9 20 5.9 62 58.43 96 24.70 49.1 471 5.00 8/4 229 -
GMR Infrastructure L 1 1603 603.6 16 799 -1518.9 -2.5 - 0.6 - 1606 361.3 -123.1 1606Q 361.3 34 -123.1 -9153 61.61 74 27.58 434.7 7889 13.07 19/10 12993 -
Kridhan Infra 2 1603 14.8 12 57 1.3 0.2 0.16 0.2 1.5 1606 20.3 0.3 1606Q 20.3 159 0.3 288 64.45 0 0.78 2.9 473 63.90 126/54 486 -
Lanco Infratech Ltd. 1 1603 274.9 6 2671 -445.0 -1.6 - 3.9 - 1606 343.4 -127.8 1606Q 343.4 44 -127.8 -46 70.54 95 4.96 244.6 1174 4.27 8/4 7878 -
MEP Infrastructure 10 1603 162.6 36 695 26.7 1.6 0.20 0.7 4.5 1606 187.6 3.0 1606Q 187.6 6 3.0 -60 69.48 25 14.66 8.3 700 43.05 59/34 1085 31.5
*RattanIndia Infra 2 1603 276.5 5 0 0.6 0.0 - 0.0 0.1 1606 0.0 -1.6 1606Q 0.0 - -1.6 -1225 62.45 0 7.44 85.5 453 3.28 4/2 452 -
53 IRON AND STEEL
IND. COMPOSITE 9583 201668 -10058 11
Adhunik Industries 10 1603 46.8 22 410 2.3 0.5 - 0.6 2.2 1606 115.0 0.2 1606Q 115.0 -1 0.2 -94 74.96 0 0.00 1.7 536 114.60 202/53 594 -
APL Apollo Tubes 10 1603 23.6* 147 2996 30.8 13.1 10.00 1.2 8.9 1606 741.9 3.9 1606Q 741.9 21 3.9 2 40.63 0 16.92 4.9 2207 935.75 1008/500 2632 71.4
Bhushan Steel Ltd. 2 1603 45.3 201 11803 -2839.4 -125.4 - 9.4 - 1606 3364.9 -656.2 1606Q 3364.9 2 -656.2 10 59.04 69 4.03 45.9 998 44.05 51/33 43190 -
Electrosteel Steels 10 1603 2409.2 3 2598 -326.5 -1.4 - 11.5 - 1606 805.1 -270.8 1606Q 805.1 52 -270.8 -44 45.23 80 29.67 53.6 759 3.15 5/2 9514 -
*Gallantt Ispat Ltd. 10 1603 38.5* 94 535 28.6 7.4 1.00 0.5 7.9 1609 92.0 12.3 1609H 209.4 -15 27.7 70 62.58 0 0.00 0.9 2015 523.60 690/368 2185 50.4
Gandhi Special 5 1603 7.3 113 91 18.5 12.6 7.50 0.0 11.2 1606 26.4 10.5 1606Q 26.4 3 10.5 143 73.26 0 4.08 5.3 466 317.20 350/200 463 18.9
Jai Corp Ltd. 1 1603 17.8 112 624 69.5 3.9 0.50 0.0 3.5 1606 192.6 6.0 1606Q 192.6 13 6.0 -66 73.00 0 6.62 75.4 1322 74.10 94/49 1314 22.8
Jindal Saw 2 U1603 64.0 144 6144 367.0 11.5 1.00 1.1 8.0 1606 1329.0 65.8 1606Q 1329.0 -30 65.8 -37 53.58 0 19.79 49.7 2096 65.55 72/36 6406 6.7
Jindal St & Pwr 1 1603 91.5 125 12548 -1018.9 -11.1 - 2.1 - 1606 3123.5 -276.6 1606Q 3123.5 -0 -276.6 26 61.89 33 21.32 186.9 6976 76.25 98/48 30559 -
Jindal Stainless 2 U1603 113.6* -16 6848 -792.0 -14.0 - -60.2 - 1606 2125.6 -64.6 1606Q 2125.6 -34 -64.6 45 74.07 37 13.49 49.0 2416 42.55 61/14 12778 -

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 35


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Jindal Stainless (Hi 2 1603 47.2* 26 6417 14.6 0.6 - 3.0 2.4 1606 1497.1 49.4 1606Q 1497.1 - 49.4 - 54.65 66 25.50 44.8 2476 104.95 107/24 4315 -
JSW Steel 10 1603 241.7 866 36707 -3498.3 -144.7 7.50 1.4 - 1606 12021.2 1082.4 1606Q 12021.2 7 1082.4 857 41.48 47 37.09 723.0 41938 1734.95 1887/856 69282 -
*Kalyani Steel 5 1603 21.8 135 1180 113.6 26.0 - 0.4 19.3 1609 330.2 37.6 1609H 675.2 9 84.4 45 60.60 0 1.18 39.6 1407 322.25 413/121 1661 10.1
Kirloskar Ferrou 5 1603 68.7 36 1114 57.7 4.2 1.25 0.2 11.7 1606 299.7 37.7 1606Q 299.7 -1 37.7 146 59.54 0 1.88 62.3 1236 90.05 95/40 1329 15.4
Maha. Seamless 5 1603 33.5 341 1019 39.2 5.8 2.50 0.0 1.4 1606 317.6 23.9 1606Q 317.6 33 23.9 387 59.56 0 13.70 24.5 1694 252.90 262/131 1693 23.7
Monnet Ispat & Energ 10 1603 200.8 32 1827 -1683.2 -83.8 - 11.0 - 1606 420.6 -358.7 1606Q 420.6 -33 -358.7 4 25.26 0 56.52 25.3 494 24.60 39/19 7190 -
Mukand Ltd. 10 1603 141.4 33 2732 1.6 0.1 - 5.4 0.1 1606 677.6 10.3 1606Q 677.6 -1 10.3 280 71.68 18 5.21 42.5 972 68.75 71/28 3371 55.3
Pennar Industrie 5 1603 60.2 28 871 27.0 2.2 - 0.5 7.6 1606 211.8 4.3 1606Q 211.8 15 4.3 14 36.35 7 23.72 42.3 604 50.20 61/39 730 21.9
Ratnamani Metals 2 1603 9.3 223 1719 162.7 34.8 5.50 0.0 15.6 1606 357.7 31.2 1606Q 357.7 -17 31.2 -38 60.27 0 18.16 10.0 2994 640.65 675/387 2983 20.8
Sarda Energy & Miner 10 1603 36.0 292 1035 37.5 10.4 5.00 0.3 3.6 1606 284.9 89.1 1606Q 284.9 -8 89.1 268 71.28 0 2.54 15.2 875 243.25 250/76 1196 8.5
Sathavahana Ispa 10 1603 50.9 33 1180 -34.3 -6.7 - 3.4 - 1606 279.8 2.7 1606Q 279.8 21 2.7 119 36.95 25 19.67 15.7 460 90.45 100/28 959 -
Srikalahasthi Pipes 10 1603 39.8 108 1146 158.8 39.9 5.00 0.9 37.1 1606 279.2 43.0 1606Q 279.2 9 43.0 27 50.78 0 3.48 26.8 1332 334.90 356/184 1712 7.9
Steel Authority 10 1603 4130.5 95 39086 -4137.3 -10.0 - 0.8 - 1606 9238.1 -535.5 1606Q 9238.1 -3 -535.5 -116 74.99 0 20.71 393.7 20777 50.30 57/34 51990 -
Steel ExchangeIndia 10 1603 76.0 34 1671 7.4 1.0 - 2.3 2.0 1606 401.0 -6.7 1606Q 401.0 26 -6.7 -177 49.03 66 1.60 172.4 609 80.20 95/26 1106 -
Sunflag Iron 10 1603 180.2 36 1661 57.3 3.2 - 0.3 8.9 1606 374.4 18.5 1606Q 374.4 -13 18.5 45 49.06 0 0.12 65.8 730 40.50 42/19 848 11.6
Surya Roshni Ltd 10 1603 43.8 198 3069 62.1 14.2 1.00 1.0 7.2 1606 804.4 12.9 1606Q 804.4 10 12.9 9 63.32 36 3.24 21.7 1037 236.65 245/119 1856 16.4
Tata Metaliks 10 1603 25.3 48 929 50.6 20.0 2.00 2.3 41.5 1606 244.9 22.4 1606Q 244.9 6 22.4 229 50.09 0 2.69 55.6 1090 431.15 513/78 1277 16.5
Tata Sponge Iron 10 1603 15.4 524 574 30.8 20.0 10.00 0.0 3.8 1606 119.0 10.5 1606Q 119.0 -16 10.5 49 54.50 0 6.42 37.0 999 648.65 685/340 747 22.4
Tata Steel 10 1603 971.2 726 38210 4900.9 50.5 8.00 0.4 7.0 1606 10323.5 575.4 1606Q 10323.5 1 575.4 35 32.06 6 41.29 948.9 41500 427.30 432/211 71479 9.8
Technocraft Industri 10 1603 26.3 196 766 82.1 31.2 3.00 0.5 15.9 1606 200.4 30.9 1606Q 200.4 13 30.9 13 75.00 0 3.87 10.7 1065 405.05 414/176 1271 11.7
Usha Martin Ltd. 1 1603 30.5 26 3447 -404.4 -13.3 - 4.2 - 1606 832.0 -32.6 1606Q 832.0 -5 -32.6 54 47.69 62 13.75 51.1 453 14.88 18/7 3773 -
Uttam Galva Steels 10 1603 142.3 -11 6924 -1551.5 -109.1 - -22.2 - 1606 1247.5 -251.2 1606Q 1247.5 -27 -251.2 -13605 60.87 0 27.33 32.1 453 31.85 36/23 3940 -
Welspun Corp 5 1603 132.6 69 3785 -93.4 -3.5 0.50 1.0 - 1606 1181.4 18.9 1606Q 1181.4 -13 18.9 673 44.89 0 16.64 61.1 1900 71.65 119/69 3545 -
54 LAMINATES
IND. COMPOSITE 95 5015 366 36
Century Plyboard 1 1603 22.3* 24 1658 168.1 7.6 1.00 0.8 31.8 1606 405.8 43.1 1606Q 405.8 9 43.1 8 72.21 9 18.05 26.9 5611 252.15 267/135 5997 32.7
Greenlam Industries 5 1603 12.1 110 937 40.3 16.7 1.00 0.8 15.3 1609 245.4 9.0 1609H 480.5 7 18.0 15 55.15 0 14.08 4.1 1779 737.15 865/396 2001 41.7
Greenply Industr 1 1603 12.3* 49 1657 130.6 10.6 0.60 0.3 21.5 1606 415.1 34.1 1606Q 415.1 9 34.1 28 54.99 0 27.72 8.0 3383 275.90 298/152 3534 24.5
Oriental Veneer 10 1603 5.4 48 81 4.1 7.7 - 1.7 15.8 1606 20.7 2.3 1606Q 20.7 5 2.3 130 54.24 0 0.00 1.0 492 913.50 1040/524 509 90.8
Rushil Decor Ltd. 10 1603 14.4 56 297 7.1 5.0 0.50 1.1 8.9 1606 75.3 4.5 1606Q 75.3 5 4.5 118 54.80 0 5.10 2.1 935 649.30 668/175 1019 97.4
Stylam Industries 10 1603 7.3 77 249 12.1 16.6 - 2.0 21.6 1606 70.0 4.9 1606Q 70.0 16 4.9 80 58.82 23 0.90 4.3 438 599.05 649/142 549 30.6
Uniply Industries 10 1603 20.9 22 136 3.8 1.8 - 1.3 6.4 1606 38.5 1.8 1606Q 38.5 52 1.8 79 33.13 52 0.59 6.1 557 266.35 321/110 614 1 21.8
55 LEATHER
IND. COMPOSITE 112 5506 432 29
Bata India 5 1603 64.3 90 2418 218.7 17.0 3.50 0.0 18.5 1606 674.7 50.5 1606Q 674.7 -1 50.5 -44 52.95 0 27.76 106.1 6325 492.10 614/438 5984 35.7
Bhartiya Interna 10 1603 11.7* 160 450 14.8 12.6 1.20 1.1 7.9 1606 98.4 3.2 1606Q 98.4 12 3.2 6 48.35 0 1.39 5.5 672 572.90 613/426 874 45.0
Mirza International 2 1603 24.1 37 926 78.1 6.5 0.50 0.4 17.5 1606 252.3 20.0 1606Q 252.3 1 20.0 11 73.77 0 0.78 33.7 1150 95.60 145/84 1329 14.4
Relaxo Footwears 1 1603 12.0 40 1713 120.3 10.0 0.60 0.4 25.1 1606 433.8 36.2 1606Q 433.8 -4 36.2 1 74.98 0 5.92 11.0 5187 432.10 547/360 5387 43.0
56 LOGISTICS
IND. COMPOSITE 572 4528 145 41
Aegis Logistics Ltd. 1 1603 33.4 13 357 53.9 1.6 0.90 0.2 12.8 1606 93.1 12.9 1606Q 93.1 0 12.9 -7 61.49 0 15.04 37.3 5229 156.55 174/81 5268 98.8
Allcargo Logistics 2 1603 50.4 54 1205 124.2 4.9 2.00 0.1 9.1 1606 306.1 28.3 1606Q 306.1 0 28.3 -3 69.92 0 13.95 23.9 4491 178.15 222/135 4552 36.4
Arshiya 2 1603 31.2 0 64 -278.4 -17.8 - 77.3 - 1606 18.0 -33.6 1606Q 18.0 12 -33.6 43 74.99 100 0.93 11.4 495 31.70 53/16 808 -
Navkar Corporation L 10 1603 142.6 76 347 103.5 7.3 - 0.3 9.5 1606 89.6 26.3 1606Q 89.6 9 26.3 26 72.85 0 22.78 22.7 2858 200.40 224/151 2885 26.2
Sical Logistics 10 1603 55.6 83 591 18.5 3.3 - 1.3 4.0 1606 165.0 10.2 1606Q 165.0 48 10.2 139 62.19 65 1.03 40.1 1013 182.15 193/119 1599 41.5
Snowman Logistics Lt 10 1603 167.1 26 240 20.6 1.2 - 0.3 4.7 1606 49.7 1.8 1606Q 49.7 -16 1.8 -68 40.25 0 4.85 55.3 1109 66.40 98/46 1209 65.8
VRL Logistics Ltd. 10 1603 91.2 56 1723 102.3 11.2 5.00 0.3 19.9 1606 458.6 26.5 1606Q 458.6 2 26.5 -25 69.57 0 18.23 52.8 2926 320.70 450/253 3072 31.3
57 LPG BOTTLING/DISTRI BUTION
IND. COMPOSITE 236 8185 462 35
Gujarat Gas 10 1603 137.7 153 6106 152.9 11.1 2.50 0.8 7.3 1606 1224.8 75.9 1606Q 1224.8 -27 75.9 46 60.89 0 17.53 27.0 8056 585.15 690/475 9696 45.5
Mahanagar Gas 10 1603 98.8 156 2079 308.7 31.3 17.50 0.0 20.1 1606 534.1 92.7 1606Q 534.1 -5 92.7 19 64.99 0 15.18 78.9 7802 789.85 802/493 7634 -
58 LUBRICANTS
IND. COMPOSITE 269 5398 811 38
Castrol India 5 1512 247.3 12 3298 615.3 12.4 9.00 0.0 106.9 1606 970.8 206.9 1606H 1826.5 6 379.3 15 59.53 0 23.10 108.5 23103 467.15 495/360 22407 34.8
GOCL Corporation 2 1603 9.9 69 102 17.6 3.6 1.50 0.0 1.7 1606 25.9 3.1 1606Q 25.9 -3 3.1 -41 69.87 0 8.04 50.2 1744 351.90 375/120 1730 113.2
Gulf Oil Lubricants 2 1603 9.9 50 1011 100.3 20.2 7.00 0.8 40.4 1609 274.2 30.2 1609H 557.8 16 61.4 39 68.58 0 17.61 55.5 3730 751.80 780/452 3690 31.7
Tide Water Oil 5 1603 1.7 1561 986 77.7 222.9 1 25.00 0.0 14.3 1606 288.1 27.5 1606Q 288.1 14 27.5 7 26.22 0 11.51 17.6 2094 6008.65 8317/4200 1851 26.3
59 MEDIA - PRINT
IND. COMPOSITE 472 9542 1183 20
DB Corp 10 1603 183.8* 73 2051 300.2 16.3 11.00 0.1 22.3 1609 528.6 89.5 1609H 1098.9 16 194.5 53 69.90 31 25.57 10.6 7310 397.60 448/287 7333 19.9
DIC India 10 1512 9.2 309 750 29.7 32.4 4.00 0.0 10.5 1606 181.6 6.9 1606H 350.4 -3 14.1 -1 71.75 0 0.06 8.5 532 579.20 746/489 533 17.9
Hindustan Media Vent 10 1603 73.4 124 919 180.5 24.6 1.20 0.2 19.9 1606 239.2 48.7 1606Q 239.2 7 48.7 17 74.30 0 17.05 12.0 2205 300.45 310/244 2333 11.8
*HT Media 2 1603 46.9* 68 1526 108.0 4.6 0.40 0.6 6.8 1606 365.0 0.9 1606Q 365.0 4 0.9 -80 69.50 0 18.78 30.6 2158 92.05 96/73 2959 20.7
Jagran Prakashan 2 1603 65.4 39 1804 255.0 7.8 - 0.4 19.8 1606 473.4 73.6 1606Q 473.4 7 73.6 11 60.75 0 28.28 31.6 6707 205.15 213/138 7228 25.6
MPS Ltd. 10 1603 18.6 148 224 70.5 37.9 22.00 0.0 25.6 1606 50.7 15.2 1606Q 50.7 -2 15.2 8 67.77 0 10.57 10.4 1262 677.80 928/610 1258 17.6
Navneet Education 2 1603 47.6 26 931 127.8 5.4 2.20 0.2 20.3 1606 560.5 113.6 1606Q 560.5 9 113.6 15 61.80 0 21.94 24.8 2399 100.70 109/76 2493 16.8
Repro India Ltd. 10 1603 10.9 175 375 -8.0 -7.3 3.00 0.9 - 1606 75.8 -4.3 1606Q 75.8 -35 -4.3 -244 61.70 0 8.70 7.0 465 426.05 544/326 626 -
Sandesh 10 1603 7.6 699 371 80.6 106.5 5.00 0.0 15.2 1606 97.8 24.0 1606Q 97.8 6 24.0 18 74.81 0 0.01 4.9 776 1025.55 1080/655 666 9.2
TCPL Packaging 10 1603 8.7 166 593 38.3 44.0 7.35 1.4 26.4 1606 145.8 7.6 1606Q 145.8 13 7.6 -4 58.42 0 0.08 7.1 616 708.05 780/450 810 16.2
60 MEDICAL - OTHERS
IND. COMPOSITE 22 394 47 36
Poly Medicure Lt 5 1603 22.1 51 394 47.3 10.7 3.00 0.3 21.1 1606 102.7 12.7 1606Q 102.7 8 12.7 30 48.76 0 8.51 4.0 1844 418.00 444/238 1884 36.7
61 METAL - NON-FERROUS
IND. COMPOSITE 1433 16758 8320 14
Arcotech Ltd. 10 1603 21.0 95 729 36.5 17.4 1.50 1.5 18.3 1606 143.8 9.7 1606Q 143.8 -11 9.7 19 74.97 8 9.95 6.8 769 366.00 451/290 1038 20.2

36 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Hind. Copper 5 1603 462.6 21 969 43.6 0.5 - 0.1 2.3 1606 206.2 -2.9 1606Q 206.2 -13 -2.9 -114 82.94 0 7.93 60.9 5440 58.80 74/42 5407 -
*Hind. Zinc 2 1603 845.1 88 14226 8166.6 19.3 27.80 0.0 21.8 1609 3877.5 1901.9 1609H 6681.6 -13 2938.7 -30 64.92 0 4.20 57.4 105253 249.10 263/136 1 05200 1 5.3
Tin Plate Co. 10 1603 104.7 57 834 73.4 7.0 2.00 0.0 12.3 1606 159.9 2.0 1606Q 159.9 -30 2.0 -91 74.95 0 2.20 45.3 918 87.70 108/57 913 17.5
62 MINING/MINERALS
IND. COMPOSITE 8845 41008 24451 12
Ashapura Min. Lt 2 1603 17.4 -24 592 64.7 7.4 - -0.3 - 1606 78.8 -8.3 1606Q 78.8 -63 -8.3 -117 48.43 0 23.56 19.3 568 65.25 101/55 619 -
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 -39 3.7 -99 79.64 0 17.99 637.6 197892 313.30 350/272 1 93427 1 2.5
Deccan Gold Mines 1 1603 9.0 5 0 -6.9 -0.8 - 0.0 - 1606 0.0 -2.7 1606Q 0.0 -82 -2.7 -61 28.54 0 6.88 22.5 475 52.55 70/24 467 -
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 27 114.8 59 74.00 0 14.19 62.1 3287 103.35 107/52 3254 11.7
Guj. NRE Coke 10 1603 1657.0* 7 731 -805.6 -4.9 - 2.4 - 1606 72.7 -108.8 1606Q 72.7 -70 -108.8 -93 27.65 53 37.21 188.1 684 4.13 4/2 3397 -
Indian Metal & F 10 1603 26.0 311 1211 -54.8 -21.1 - 1.1 - 1606 250.5 -30.4 1606Q 250.5 -26 -30.4 -175 55.75 0 10.78 38.4 818 315.05 320/101 1665 -
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 -1 47.1 -48 80.00 0 9.77 304.1 3929 295.00 300/180 1079 30.2
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 -5 711.3 -30 80.00 0 17.30 219.5 39169 123.80 126/75 25902 14.4
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 -100 3.4 -7 50.01 0 19.15 18.3 1238 2063.70 2429/1370 439 119.2
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 54 4.7 6 69.15 0 2.35 6.2 491 560.95 680/280 469 -
Vedanta 1 1603 296.5 130 29811 5471.9 18.5 3.50 1.0 12.5 1606 7143.7 -119.8 1606Q 7143.7 -9 -119.8 -120 64.53 0 24.53 388.6 60287 203.35 208/58 99236 12.7
63 MISCELLANEOUS
IND. COMPOSITE 2662 25513 4460 32
Adani Ports & Speci 2 1603 414.2 66 4631 2841.6 13.7 1.10 1.0 20.9 1606 1055.2 602.8 1606Q 1055.2 -1 602.8 -2 58.94 31 35.50 314.6 59177 285.75 318/170 71622 20.9
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 1193.2 522 90.7 17 51.35 46 33.05 38.0 3982 225.55 277/141 4412 21.8
Dalmia Bharat 2 1603 17.8 141 204 65.5 7.4 2.00 0.2 5.2 1606 54.2 19.8 1606Q 54.2 24 19.8 139 57.41 0 13.16 14.0 17122 1928.20 2020/605 17335
2 22.3
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 -15 4.0 -76 73.56 0 13.48 49.0 1115 398.10 465/290 1883 16.6
EPC Industrie Ltd. 10 1603 27.7 44 205 9.2 3.3 - 0.0 7.4 1606 50.3 2.5 1606Q 50.3 -6 2.5 98 54.75 0 1.45 14.1 464 167.65 190/113 440 44.5
Future Consumer 6 1603 994.9 5 1344 -63.6 -0.4 - 0.5 - 1606 357.3 -3.5 1606Q 357.3 35 -3.5 83 43.55 50 18.74 60.8 3698 22.30 27/17 4068 -
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 11 9.7 -84 25.17 26 65.68 32.7 2744 252.40 360/206 2743 50.8
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 -8 4.5 -29 71.29 0 2.05 19.4 538 155.55 157/75 560 32.2
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 -0 148.0 44 45.00 0 36.12 57.8 12097 864.10 882/454 11644 26.2
Info Edge (India) 10 1603 121.1* 146 723 141.6 11.7 3.00 0.0 8.0 1606 197.6 44.4 1606Q 197.6 15 44.4 54 43.09 0 45.45 15.2 10884 898.65 1012/690 9932 69.2
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 -14 35.3 61 30.70 21 45.80 137.6 4998 104.25 105/47 7693 58.0
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 13 5.7 -69 74.99 0 15.55 19.9 3118 365.55 407/241 4485 2 87.2
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 6 14.2 49 71.58 0 8.78 40.4 1902 211.05 245/165 2494 39.4
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 19 17.4 45 69.61 0 11.41 11.6 1331 110.80 118/70 1255 21.7
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 26 34.1 24 72.98 0 22.21 12.2 5966 659.35 760/570 6114 50.7
Sun Pharma Advanced 1 1603 24.7* 14 161 -70.0 -2.8 - 1.8 - 1606 21.5 -36.4 1606Q 21.5 -51 -36.4 -2107 67.71 0 8.76 90.1 8114 328.65 415/245 8156 -
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 17 134.5 40 74.52 0 16.63 45.4 10942 547.10 565/344 11113 42.1
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 13 5.3 17 37.98 0 19.86 15.3 796 268.10 302/182 950 14.7
TeamLease Service 10 1603 17.1 181 2505 24.3 14.2 - 0.1 7.8 1606 687.8 7.3 1606Q 687.8 - 7.3 - 45.61 0 32.18 4.5 1728 1011.00 1208/790 1489 -
Thomas Cook (I) 1 1603 36.7 31 392 8.1 0.2 0.38 0.3 0.7 1606 673.7 20.4 1606Q 673.7 385 20.4 -18 67.70 0 19.40 51.4 7836 213.80 229/166 7520 -
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 16 42.3 21 55.56 0 26.81 11.9 2214 1090.95 1110/685 2041 27.3
Wonderla Holidays Lt 10 1603 56.5 71 205 59.8 10.6 2.00 0.0 14.8 1606 88.9 22.5 1606Q 88.9 32 22.5 -20 70.99 0 16.18 23.6 2302 407.45 430/295 2279 42.5
64 MOBILE PHONE SERVICE P R OVIDER
IND. COMPOSITE 9818 117437 6154 17
Bharti Airtel 5 1603 1998.7 211 60300 7546.5 18.9 1.36 0.5 8.9 1606 16339.7 1427.5 1606Q 16339.7 10 1427.5 -30 66.74 0 26.82 222.5 123680 309.40 385/282 1 66028 1 7.5
Idea Cellular Ltd. 10 1603 3601.0* 67 35817 2616.7 7.3 0.60 1.6 10.8 1606 9449.3 160.4 1606Q 9449.3 8 160.4 -81 42.23 0 32.13 275.0 28808 80.00 150/71 65854 14.7
MTNL 10 1603 630.0 0 3197 -2005.7 -31.8 -
1 347.8 - 1606 744.7 -718.0 1606Q 744.7 -7 -718.0 4 56.25 0 21.74 136.5 1254 19.90 25/15 18074 -
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 -17 12.6 74 48.84 0 9.77 32.9 1169 112.10 141/90 1085 1 05.6
RelianceCommu.Ltd 5 1603 1244.5 130 9974 -1624.0 -6.5 - 0.9 - 1606 2482.0 -559.0 1606Q 2482.0 -1 -559.0 -142 59.09 37 25.51 1635.2 11885 47.75 92/42 39216 -
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 6 204.3 59 74.99 5 19.46 53.6 19350 678.95 683/326 19949
113.8
Tata Teleservices (M 10 1603 1954.9 -18 2972 -498.0 -2.5 - -2.7 - 1606 734.9 -108.1 1606Q 734.9 -2 -108.1 -5 74.89 35 0.62 382.4 1222 6.25 9/5 10587 -
66 OIL DRILLING AND EX P LO R ATION
IND. COMPOSITE 8226 146296 21938 17
Aban Offshore 2 1603 11.7 557 1014 367.8 63.0 - 0.3 11.3 1606 247.5 88.9 1606Q 247.5 6 88.9 21 46.95 25 5.43 157.5 1539 263.70 282/143 2142 4.0
Alpha Geo (India 10 1603 5.7 119 69 7.0 12.3 2.00 0.0 10.4 1606 45.5 5.1 1606Q 45.5 870 5.1 1061 38.71 13 2.16 10.1 618 1092.55 1146/379 612 49.1
*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 -20 727.7 41 59.85 57 26.16 248.6 43488 231.85 237/107 42250 92.2
Deep Industries 10 1603 40.5* 65 169 40.9 10.1 1.50 1.1 15.5 1606 64.4 16.3 1606Q 64.4 136 16.3 142 70.08 0 1.45 10.8 1064 262.90 272/117 1311 21.1
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 -14 1335.2 244 56.10 0 32.89 165.3 55870 440.45 449/276 59857 17.4
Hind. Oil Explor 10 1603 130.5 21 28 6.6 0.5 - 0.0 2.4 1606 6.0 9.3 1606Q 6.0 -44 9.3 1981 0.00 0 2.99 80.2 821 62.90 66/26 768 53.4
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 11 9.5 28 63.71 0 0.05 12.3 576 198.70 217/103 663 17.9
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 -23 494.4 -33 67.64 0 17.07 122.4 24914 414.45 441/301 24700 12.2
ONGC 5 1603 4277.7 177 78368 16003.6 18.7 8.50 0.0 10.5 1606 17784.8 4232.5 1606Q 17784.8 -21 4232.5 -21 68.93 0 17.35 596.6 239554 280.00 283/188 2 29597 1 6.0
67 PACKAGING
IND. COMPOSITE 397 12481 747 24
Essel Propack Ltd. 2 1603 31.4 35 743 115.7 7.4 2.20 0.3 20.9 1606 197.8 19.4 1606Q 197.8 6 19.4 17 57.02 0 16.48 33.2 3780 240.60 250/133 3952 31.9
Ester India 5 1603 46.8* 31 771 4.6 0.5 - 1.0 1.5 1606 166.2 -1.6 1606Q 166.2 -21 -1.6 -141 54.22 0 0.22 23.0 525 56.10 108/34 796 -
Flexituff Internatio 10 1603 24.9 152 1156 4.0 1.6 - 1.5 1.1 1606 286.1 -3.2 1606Q 286.1 2 -3.2 -320 32.88 100 18.04 0.9 493 198.00 245/163 1022 -
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 9 26.4 -15 68.76 0 6.90 14.8 2073 285.10 327/177 2462 46.6
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 -17 40.5 -62 74.54 0 4.03 45.8 1901 434.25 612/366 2536 13.5
Max India 2 1603 53.5* 61 68 14.3 0.5 - 0.0 0.9 1606 15.2 0.3 1606Q 15.2 20 0.3 256 40.40 19 50.86 40.2 3710 138.80 200/119 3709 -
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 -22 2.6 14 66.95 2 1.69 15.7 894 56.90 74/45 978 55.4
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 -4 16.1 2051 50.02 0 8.25 13.0 1178 368.30 376/196 1299 27.8
Rollatainers Ltd 1 1603 25.0 4 40 12.0 0.6 - 2.1 12.4 1606 1.3 -0.4 1606Q 1.3 -93 -0.4 -102 74.94 0 6.25 6.4 497 19.85 29/13 684 -
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 9 17.4 35 58.50 20 28.13 20.5 1996 95.00 108/42 2425 19.3
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 -6 46.5 16 44.01 0 11.91 45.9 2267 314.00 325/132 2860 11.0
68 PAINTS/VARNISHES
IND. COMPOSITE 294 23349 3046 54
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 17 105.8 23 72.96 0 10.47 44.8 7902 1693.55 1740/1204 7847 35.6

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 37


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Asian Paints Ltd. 1 1603 95.9 52 12646 1597.4 16.7 7.50 0.0 32.2 1606 3407.7 501.2 1606Q 3407.7 10 501.2 17 52.79 13 26.24 156.8 110643 1153.50 1230/785 110520 65.7
Berger Paints I 1 1603 97.1* 16 4133 354.9 3.7 1.65 0.0 23.5 1606 1160.4 114.2 1606Q 1160.4 10 114.2 37 74.98 0 14.54 54.9 25580 263.45XB 277/153 25583 66.2
Kansai Nerolac Paint 1 1603 53.9 42 3830 891.1 16.5 3.05 0.0 38.9 1606 1047.1 126.5 1606Q 1047.1 5 126.5 35 73.98 0 16.20 25.5 20236 375.50 403/235 19787 21.9
69 PAPER
IND. COMPOSITE 450 10229 482 21
Ballarpur Ind. 2 1603 131.1 25 588 17.8 0.3 - 1.0 1.1 1606 110.5 -32.3 1606Q 110.5 -19 -32.3 -6968 49.42 100 25.15 77.9 1084 16.54 22/12 2652 -
Emami Paper Mill 2 1603 12.1 64 539 27.9 4.6 0.60 2.7 7.2 1606 252.9 8.0 1606Q 252.9 99 8.0 122 74.97 0 0.00 2.2 708 117.10 120/37 1604 21.9
International Paper 10 1603 39.8 113 1160 36.9 9.3 - 1.0 8.2 1606 298.5 15.4 1606Q 298.5 -0 15.4 91 74.99 0 3.37 12.8 1265 318.00 349/216 1702 28.6
JK Paper Ltd. 10 1603 148.5 60 2455 79.6 5.4 0.50 1.7 8.8 1606 606.5 26.7 1606Q 606.5 4 26.7 59 57.73 0 10.49 18.8 1184 79.70 83/40 2735 13.2
Kushal Tradelink Ltd 2 1603 23.7 5 339 21.7 1.8 2.00 0.7 39.2 1606 84.0 38.6 1606Q 84.0 19 38.6 3331 66.58 0 0.36 19.7 3557 299.80 302/37 3585 60.1
Seshasayee Paper 10 1603 12.6 334 1031 35.6 28.2 5.00 0.6 8.4 1606 248.7 24.1 1606Q 248.7 5 24.1 347 43.02 0 9.48 11.7 784 621.45 667/196 1028 14.4
*T Nadu Newsprint 10 1603 69.2 209 2418 253.9 36.7 7.50 1.7 17.6 1606 756.4 69.5 1606Q 756.4 17 69.5 35 35.31 0 35.56 29.5 2523 364.60 392/186 4966 9.3
West Coast Paper 2 1603 13.2 91 1700 8.9 1.3 1.00 1.1 1.5 1606 409.2 14.9 1606Q 409.2 4 14.9 162 55.58 1 12.73 16.6 824 124.80 133/53 1452 17.3
70 PESTICIDES/AGRO CHEMICALS
IND. COMPOSITE 370 19425 2003 41
Astec Lifesciences L 10 1603 19.5* 60 246 -20.2 -10.4 - 1.0 - 1606 66.0 3.7 1606Q 66.0 20 3.7 20 63.54 0 1.01 10.6 912 467.55 487/171 1022 -
*BayerCropscience 10 1603 35.4 497 3743 300.9 85.1 17.00 0.0 17.1 1609 1160.0 159.1 1609H 2015.5 -22 290.3 13 68.57 0 20.02 21.8 15270 4319.20 4627/3115 14507 45.7
Bharat Rasayan 10 1603 4.2 345 456 33.9 79.7 1.20 0.8 23.1 1606 166.9 14.5 1606Q 166.9 45 14.5 76 74.79 0 0.00 4.4 791 1861.85 1945/800 898 19.7
Dhanuka Agritech Ltd 2 1603 10.0 96 829 107.3 21.5 6.50 0.0 22.3 1606 198.8 19.3 1606Q 198.8 10 19.3 4 74.98 0 7.62 11.2 3231 646.00 777/411 3237 29.9
Excel Crop Care Ltd. 5 1603 5.5* 345 877 59.6 54.1 12.50 0.0 15.7 1606 271.9 36.8 1606Q 271.9 -6 36.8 17 24.71 0 9.57 10.8 1919 1743.55 1762/785 1928 29.6
Excel Industries 5 1603 6.9* 151 448 25.2 18.3 4.50 0.4 12.1 1606 123.3 12.3 1606Q 123.3 -1 12.3 4 52.38 0 8.12 13.0 621 452.55 467/140 695 24.2
Insecticides (India) 10 1603 20.7 198 988 39.3 19.0 2.00 0.4 9.6 1606 304.9 18.1 1606Q 304.9 7 18.1 -8 68.74 0 17.67 11.4 1000 483.80 541/297 1170 26.6
Meghmani Organics Lt 1 1603 25.4 24 981 40.1 1.6 0.30 0.6 6.6 1606 274.4 7.3 1606Q 274.4 10 7.3 15 50.14 0 2.99 60.2 1246 49.00 52/18 1599 30.3
Monsanto India 10 1603 17.3 239 542 101.3 58.7 30.00 0.0 24.5 1606 240.3 56.6 1606Q 240.3 -9 56.6 -10 72.14 0 7.89 21.6 4083 2365.10 2745/1520 4076 43.0
PI Industries 1 1603 13.7 84 2097 313.4 22.9 3.10 0.1 27.1 1606 683.4 126.9 1606Q 683.4 23 126.9 45 51.71 0 34.92 21.0 11105 809.85 878/495 11186 31.5
Rallis India 1 1603 19.4 45 1306 126.0 6.5 2.50 0.0 14.6 1606 278.0 126.7 1606Q 278.0 12 126.7 2747 50.09 0 18.64 40.0 4565 234.75 246/142 4582 18.4
Sharda Cropchem 10 1603 90.2 81 932 170.4 18.9 3.00 0.0 23.3 1606 241.7 32.9 1606Q 241.7 15 32.9 8 74.99 0 20.15 17.7 3795 420.60 462/203 3743 22.0
UPL 2 1603 101.4* 80 5983 705.7 13.9 5.00 0.3 17.5 1606 1666.1 271.3 1606Q 1666.1 7 271.3 893 29.73 5 57.59 58.6 36404 718.15 722/342 37709 43.3
71 PETROCHEM
IND. COMPOSITE 1888 39105 1907 27
DCW Ltd. 2 1603 44.2 27 1272 18.5 0.8 - 1.3 3.1 1606 317.0 1.1 1606Q 317.0 -6 1.1 -88 49.03 0 9.15 49.9 871 39.40 40/19 1604 -
Finolex Industri 10 1603 124.1 77 2453 233.6 18.8 10.00 0.1 24.4 1606 672.9 98.0 1606Q 672.9 6 98.0 40 52.47 0 11.93 123.1 5671 456.95 498/260 5772 21.7
GujaratStatePetronet 10 1603 563.5* 70 992 444.5 7.9 1.50 0.2 11.2 1606 258.1 121.3 1606Q 258.1 -0 121.3 8 37.68 0 35.60 130.8 8984 159.45 164/121 9229 19.8
INEOS Styrolution 10 1603 17.6 295 1597 62.8 35.7 4.00 0.3 12.1 1606 380.3 15.0 1606Q 380.3 21 15.0 -17 74.99 0 5.48 13.7 1082 615.35 840/475 1227 18.1
Manali Petrochem 5 1603 86.0 16 579 48.2 2.8 0.50 0.0 17.1 1606 155.4 10.8 1606Q 155.4 -8 10.8 -27 44.81 0 1.66 130.3 772 44.90 48/21 768 17.4
NOCIL Ltd. 10 1603 161.9* 29 715 77.7 4.8 1.20 0.0 16.6 1609 181.3 46.0 1609H 374.1 2 69.2 98 37.61 42 2.30 113.5 1253 77.35 82/38 1261 11.2
PetronetLNG 10 1603 750.0 85 27133 914.0 12.2 2.50 0.3 14.3 1606 5337.3 377.9 1606Q 5337.3 -36 377.9 55 49.99 0 37.65 272.4 29190 389.20 411/180 29068 27.9
Savita Oil Tech 10 1603 14.6 404 1502 34.3 23.5 5.00 0.0 5.8 1606 382.9 20.2 1606Q 382.9 -2 20.2 71 71.58 0 15.35 8.7 1053 721.40 747/440 1056 24.7
Signet Industries 1 1603 29.4 4 794 17.4 0.6 0.05 1.8 16.6 1606 244.1 4.2 1606Q 244.1 21 4.2 -27 70.24 0 0.05 3.0 1111 37.75 75/16 1257 -
Supreme Petroche 10 1603 96.5 43 2068 56.0 7.7 1.50 0.0 13.5 1606 740.7 45.6 1606Q 740.7 9 45.6 -28 60.84 0 0.50 49.5 2396 248.25 250/96 2325 23.6
72 PHARMACEUTICALS
IND. COMPOSITE 2162 126929 19612 29
Aarti Drugs Ltd 10 1603 24.2 145 1075 66.3 27.4 6.75 1.2 18.9 1606 269.1 17.3 1606Q 269.1 2 17.3 2 62.00 0 3.97 17.2 1548 639.40 684/431 1977 23.3
Abbott India Ltd. 10 1603 21.2 521 2628 259.6 122.2 35.00 0.0 23.4 1606 738.1 74.0 1606Q 738.1 16 74.0 10 74.98 0 8.65 22.0 10091 4748.75 6050/4360 9251 38.1
Ajanta Pharma Lt 2 1603 17.6 128 1552 414.5 47.1 8.00 0.1 36.9 1606 413.0 99.9 1606Q 413.0 21 99.9 23 73.77 6 12.47 30.4 17411 1978.40 2127/1103 17438 40.2
Alembic Ltd. 2 1603 53.4 11 126 24.7 0.9 - 0.0 8.5 1606 29.8 1.4 1606Q 29.8 -16 1.4 -46 64.97 0 9.04 53.3 1148 43.00 52/32 1146 -
Alembic Pharmaceutic 2 1603 37.7 81 2992 698.1 37.0 - 0.0 45.6 1606 688.6 119.7 1606Q 688.6 20 119.7 57 74.35 0 13.78 51.7 12733 675.45 727/514 12448 17.2
Alkem Laboratories 2 1603 23.9 297 3925 638.4 53.4 12.70 0.1 17.9 1606 1159.7 251.5 1606Q 1159.7 13 251.5 51 66.88 0 7.04 68.4 19799 1655.95 1853/1175 19629 27.2
Amrutanjan Health Ca 2 1603 2.9 82 184 22.4 15.3 3.85 0.0 18.6 1606 34.7 2.1 1606Q 34.7 19 2.1 24 50.17 0 2.91 19.0 920 629.35 662/377 872 40.3
Anuh Pharma Ltd 5 1603 12.5 48 326 25.8 10.3 2.50 0.0 21.6 1606 49.1 3.9 1606Q 49.1 -43 3.9 -51 71.06 0 0.00 11.4 571 227.75 350/159 559 26.3
AstraZeneca Pharma I 2 1603 5.0 62 564 5.3 2.1 - 0.0 3.4 1606 139.5 10.6 1606Q 139.5 6 10.6 289 75.00 0 11.85 15.7 2563 1025.15 1348/916 2486 1 95.5
Aurobindo Pharma 1 1603 58.5 116 9166 1619.7 27.7 2.50 0.4 23.8 1606 2389.8 391.0 1606Q 2389.8 8 391.0 -4 53.78 3 34.38 134.3 48189 823.50 895/582 50767 30.0
Biocon 5 1603 100.0 164 2324 808.8 40.4 5.00 0.1 24.6 1609 625.9 70.0 1609H 1331.3 15 211.4 20 60.68 0 21.01 100.2 20117 1005.85 1020/431 19491 49.8
Bliss GVS Pharma 1 1603 10.3 42 326 65.6 6.4 0.50 0.1 15.2 1606 65.9 13.8 1606Q 65.9 -18 13.8 -10 60.16 0 4.37 17.3 1622 157.30 201/79 1627 25.3
Cadila Healthcar 1 1603 102.4 60 7035 1977.3 19.3 3.20 0.2 32.2 1606 1271.7 165.1 1606Q 1271.7 -34 165.1 -71 74.79 0 17.12 89.8 40095 391.65 454/296 40966 25.3
Caplin Point Lab 2 1603 15.1* 16 231 45.3 8.0 1.20 0.0 35.4 1606 79.6 14.4 1606Q 79.6 18 14.4 14 69.08 0 4.89 17.9 3005 397.75 414/167 2941 50.3
Cipla 2 1603 160.8* 153 12034 1398.0 17.4 2.00 0.1 11.3 1606 2741.2 278.8 1606Q 2741.2 -22 278.8 -60 37.47 0 34.53 242.0 46866 582.75 705/458 47944 47.2
Claris Lifesciences 10 1603 54.6 154 547 -6.4 -1.2 2.00 0.0 - 1606 29.0 4.0 1606Q 29.0 -80 4.0 -38 52.56 15 26.77 20.5 1499 274.65 302/126 1465 -
Dishman Pharmaceutic 2 1603 32.3* 52 510 87.2 5.4 2.00 0.6 10.4 1606 91.0 8.4 1606Q 91.0 -32 8.4 5 61.40 1 23.93 47.8 3851 238.60XB 268/128 4384 44.0
Divi’s Lab 2 1603 53.1 164 3721 1107.7 41.7 10.00 0.0 25.5 1606 1008.1 301.8 1606Q 1008.1 25 301.8 23 52.06 0 34.44 43.3 33720 1270.20 1380/918 33704 28.9
Dr. Reddy’s Labs 5 1603 82.9* 700 10208 1354.5 81.7 20.00 0.3 11.7 1606 2141.5 409.1 1606Q 2141.5 -15 409.1 -17 31.70 3 49.48 105.4 51517 3108.85 4375/2750 53333 41.1
FDC Ltd. 1 1603 17.8 59 997 156.8 8.8 2.25 0.0 15.0 1606 264.5 49.0 1606Q 264.5 1 49.0 12 68.88 0 13.67 24.2 3842 216.05 269/166 3829 23.7
GlaxoSmithKline Phar 10 1603 84.7 203 2757 375.2 44.3 50.00 0.0 21.9 1606 705.3 72.3 1606Q 705.3 8 72.3 -23 74.99 0 11.98 99.0 25074 2960.20 3850/2752 23742 70.8
Glenmark Pharma 1 1603 28.2 258 6113 1468.4 52.0 2.00 0.1 20.1 1606 1640.9 518.8 1606Q 1640.9 31 518.8 53 46.48 0 41.59 83.6 26301 932.10 1045/672 27002 15.9
Granules India L 1 1603 21.7 29 1328 121.0 5.6 0.65 0.5 19.0 1606 337.5 35.6 1606Q 337.5 4 35.6 17 51.04 31 9.08 74.4 2674 123.15 164/101 2895 21.2
*Hester Biosciences L 10 1603 8.5 118 101 19.2 22.6 4.10 0.3 19.2 1609 29.6 6.0 1609H 59.8 23 12.0 34 54.07 0 1.99 5.9 647 760.15 825/337 675 29.1
Hikal Ltd. 2 1603 16.4 56 926 41.3 5.0 1.00 1.0 7.3 1606 221.2 11.0 1606Q 221.2 16 11.0 499 68.76 0 12.63 8.9 1842 224.10 229/112 2292 36.5
Indoco Remedies 2 1603 18.4 63 1000 83.3 9.0 1.60 0.2 14.3 1606 257.4 19.8 1606Q 257.4 15 19.8 -2 59.15 0 21.55 14.2 2850 309.25 360/244 2962 34.4
Ipca Laboratorie 2 1603 25.2 183 2816 91.5 7.2 - 0.3 4.0 1606 842.2 47.6 1606Q 842.2 11 47.6 127 46.01 0 37.91 62.0 7964 631.10 807/402 8397 66.3
J B Chemicals & Phar 2 1603 17.0 135 1148 176.4 20.8 5.00 0.2 15.4 1606 309.2 49.9 1606Q 309.2 9 49.9 45 55.76 0 12.24 31.5 3236 381.50 404/228 3399 16.9
Jubilant Life Scienc 1 1603 15.9 124 2656 79.1 5.0 3.00 0.8 4.0 1606 586.9 21.0 1606Q 586.9 -12 21.0 184 54.02 6 26.81 35.5 10880 683.05 701/273 12395 117.4
Lupin Ltd. 2 1603 90.2 257 11280 2885.1 64.0 7.50 0.0 24.9 1606 3551.7 1079.7 1606Q 3551.7 37 1079.7 56 46.73 0 41.71 197.7 67621 1498.90 2096/1294 67979 20.8
Marksans Pharma 1 1603 40.9 10 358 71.5 1.7 0.12 0.1 17.4 1606 41.8 0.6 1606Q 41.8 -60 0.6 -97 48.24 0 13.76 102.3 2159 52.75 114/33 2197 44.7
Merck Ltd. 10 1512 16.6 356 940 53.6 32.3 7.50 0.0 9.1 1606 257.7 17.9 1606H 475.9 7 30.1 14 51.80 0 12.54 34.5 1251 753.90 817/623 1063 21.9
Morepen Labs.Lt 2 1603 90.0 5 452 15.8 0.4 - 0.8 7.5 1606 118.4 4.0 1606Q 118.4 14 4.0 60 34.54 0 19.50 135.2 1100 24.45 42/17 1139 -
Natco Pharma 2 1603 34.8 77 1021 174.5 10.0 1.25 0.1 13.1 1606 309.5 50.9 1606Q 309.5 59 50.9 49 51.28 0 25.88 44.0 10387 596.35 704/390 10443 52.9

38 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Nectar Lifesciences 1 1603 22.4 45 1676 59.3 2.6 0.10 0.9 5.9 1606 354.4 12.3 1606Q 354.4 -13 12.3 -29 55.79 56 4.41 35.2 807 36.00 61/32 1644 14.9
Neuland Laborat 10 1603 8.9 206 510 26.4 29.7 2.00 0.9 14.3 1606 149.8 9.7 1606Q 149.8 22 9.7 33 51.68 4 9.03 8.4 864 972.95 1080/494 1024 30.0
Novartis 5 1603 14.1 412 808 198.6 70.6 10.00 0.0 17.1 1606 171.3 19.1 1606Q 171.3 -24 19.1 42 73.40 0 1.40 44.2 1903 676.15 968/600 789 9.3
Panacea Biotec L 1 1603 6.1 86 647 0.9 0.1 - 1.9 0.2 1606 123.7 -19.7 1606Q 123.7 -1 -19.7 47 74.62 35 1.75 10.1 658 107.45 171/84 1646 36.6
Pfizer Ltd. 10 1603 45.7 463 2017 222.8 48.7 15.00 0.0 10.5 1606 501.2 80.0 1606Q 501.2 4 80.0 49 63.92 0 13.08 86.7 8517 1861.80 2648/1611 7495 34.2
Piramal Enterprises 2 1603 34.5 706 3517 1061.2 61.5 17.50 1.0 8.7 1606 1041.3 257.6 1606Q 1041.3 50 257.6 84 51.57 0 30.79 87.8 31972 1852.80 2095/835 44334 27.9
RPG Life Sciences 8 1603 13.2* 81 279 11.6 7.0 1.60 0.2 8.7 1606 87.4 9.9 1606Q 87.4 30 9.9 361 66.78 0 0.30 14.2 835 505.15 535/184 857 43.2
Sanofi India 10 1512 23.0 706 2193 321.5 139.6 65.00 0.0 19.8 1606 608.0 85.3 1606H 1152.4 11 165.9 29 60.39 0 29.13 18.4 9955 4322.60 4770/3850 9384 27.8
Sequent Scientific 2 1603 48.7* 39 397 7.1 0.3 - 0.0 0.7 1606 86.6 -1.9 1606Q 86.6 -20 -1.9 -150 56.24 20 20.66 5.9 3092 126.85 260/108 3126 -
*Shilpa Medicare L 1 1603 7.7 87 676 110.3 14.3 0.60 0.1 16.4 1606 154.5 24.1 1606Q 154.5 7 24.1 13 56.89 0 15.34 13.4 4650 603.15 636/355 4714 41.1
*SMS Pharmaceuticals 1 1603 8.5 35 603 41.6 4.9 0.20 0.6 14.1 1606 145.9 9.2 1606Q 145.9 18 9.2 27 63.87 4 0.04 15.1 908 107.25 138/72 1079 20.8
Strides Shasun L 10 1603 89.4 351 2203 161.1 18.0 4.00 0.5 5.1 1606 514.0 27.2 1606Q 514.0 6 27.2 87 31.13 10 47.97 71.0 8923 998.50 1412/848 10254 58.4
Sun Pharma. 1 1603 240.7 89 7614 -1073.4 -4.5 1.00 0.3 - 1606 1778.3 -151.5 1606Q 1778.3 -13 -151.5 62 54.97 3 34.95 494.0 179724 746.75 910/706 1 85218 -
Suven Life Sciences 1 1603 12.7 49 500 95.0 7.5 2.00 0.1 15.2 1606 133.2 32.6 1606Q 133.2 32 32.6 61 60.00 0 7.30 63.4 2534 199.05 294/144 2360 23.6
Themis Medicare Ltd. 10 1603 9.0* 72 203 15.1 16.7 - 1.3 23.2 1606 56.8 5.5 1606Q 56.8 10 5.5 37 67.13 0 0.01 4.4 541 599.05 650/251 615 32.7
Torrent Pharmac 5 1603 84.6* 218 5429 1763.3 104.2 35.00 0.5 47.8 1606 1318.0 337.0 1606Q 1318.0 -29 337.0 -60 71.24 0 17.84 48.8 26836 1585.80 1768/1190 28550 19.1
TTK Healthcare Ltd. 10 1603 7.8 170 519 22.7 29.2 5.00 0.2 16.6 1606 153.2 5.6 1606Q 153.2 10 5.6 19 65.42 0 10.60 12.3 788 1015.00 1118/838 734 33.5
*Unichem Labs 2 1603 18.2 113 1222 100.6 11.1 2.00 0.0 9.8 1609 368.0 20.5 1609H 710.0 16 46.3 -11 50.08 0 17.17 23.6 2593 285.40 320/189 2591 27.3
Vivimed Labs 2 1603 16.2 46 319 8.1 1.0 - 1.3 2.2 1606 72.4 2.2 1606Q 72.4 -9 2.2 1 37.23 87 2.74 11.4 920 113.60 121/68 1398
113.0
Wockhardt Ltd. 5 1603 55.3* 99 2225 32.8 3.0 - 1.8 3.0 1606 613.4 16.3 1606Q 613.4 20 16.3 152 74.18 0 10.13 91.0 9672 874.95 1748/706 10553 1 45.4
73 PLANTATIONS - TEA A ND COFFEE
IND. COMPOSITE 199 6972 717 22
Bombay Burmah 2 1603 14.0 30 242 -33.1 -4.8 1.00 1.4 - 1606 65.2 -3.7 1606Q 65.2 -3 -3.7 -328 65.90 4 5.47 17.7 4409 631.85 673/311 4704 -
CCL Products India 2 1603 26.6 34 677 81.9 6.2 2.50 0.3 18.3 1609 100.0 9.2 1609H 273.3 -19 33.8 -18 44.72 0 23.44 17.0 3323 249.80 286/154 3434 44.7
Goodricke Group 10 1603 21.6 88 744 -12.9 -4.8 4.00 0.0 - 1606 125.0 14.4 1606Q 125.0 22 14.4 1242 74.00 0 0.01 14.6 479 221.55 230/136 467 -
McLeod Russel 5 1603 54.7 120 1507 14.6 1.3 2.00 0.5 0.8 1606 174.1 -17.3 1606Q 174.1 3 -17.3 40 49.89 22 36.24 62.3 1890 172.70 220/130 2487 92.5
*Tata Coffee Ltd. 1 1603 18.7 41 718 102.5 5.5 1.30 0.1 13.5 1609 190.4 32.4 1609H 396.7 8 59.4 51 57.48 29 6.28 65.7 2564 137.30 150/82 2630 20.9
Tata Global Beverage 1 1603 63.1 46 3084 563.7 8.9 2.25 0.0 19.5 1606 820.1 73.3 1606Q 820.1 2 73.3 12 35.71 5 34.58 182.6 9634 152.65 158/100 9448 16.9
74 PLASTICS - OTHERS
IND. COMPOSITE 217 13175 814 37
Arrow Greentech 10 1603 11.7 23 23 11.0 9.4 4.50 0.0 40.2 1606 7.2 3.8 1606Q 7.2 40 3.8 104 70.95 0 0.52 4.4 528 450.00 861/382 523 40.8
Astral Poly Technik 1 1603 12.0 62 1333 72.5 6.1 0.40 0.2 9.8 1606 317.1 16.3 1606Q 317.1 8 16.3 -5 59.34 5 23.73 14.2 5243 437.80 526/334 5317 73.2
Cosmo Films 10 1603 19.5* 255 1440 108.3 55.5 10.00 0.7 21.7 1606 349.8 27.1 1606Q 349.8 -3 27.1 28 43.51 0 5.08 21.8 813 416.80 431/213 1122 7.1
Kingfa Science & Tec 10 1603 10.1 118 314 10.8 10.7 - 0.1 9.0 1606 88.0 2.6 1606Q 88.0 40 2.6 579 74.99 0 0.06 6.1 1194 1180.50 1270/309 1203 85.9
Mayur Uniquoters 5 1603 23.1 74 511 82.5 17.8 3.50 0.1 24.1 1606 130.4 23.5 1606Q 130.4 1 23.5 21 61.12 0 14.98 16.3 1999 431.90 480/384 2005 23.1
Mold-Tek Packaging 5 1603 13.9* 47 276 24.1 8.7 3.25 0.2 18.7 1606 83.3 7.8 1606Q 83.3 13 7.8 37 34.81 0 18.85 11.1 601 217.00 222/104 626 22.9
Nilkamal Ltd. 10 1603 14.9 392 1870 103.9 69.6 7.00 0.1 17.8 1606 495.8 31.7 1606Q 495.8 8 31.7 25 64.13 0 8.06 15.0 2595 1738.85 1840/884 2667 23.5
Plastiblends Ind 5 1603 6.5 142 518 37.7 29.0 7.00 0.4 20.4 1606 143.1 8.4 1606Q 143.1 12 8.4 -20 62.06 0 1.86 9.7 609 468.45 524/320 689 17.1
Responsive Industrie 1 1603 26.7 22 1837 17.9 0.7 0.10 0.5 3.1 1606 478.7 7.1 1606Q 478.7 10 7.1 84 60.41 0 8.37 1.7 2002 75.00 119/70 2258 -
Safari Indus. 10 1603 4.2 220 277 7.8 18.8 1.20 0.6 8.6 1606 87.3 2.0 1606Q 87.3 9 2.0 -55 61.98 0 20.08 3.0 469 1130.70 1219/772 522 88.5
Shaily Engineering P 10 1603 8.3 108 226 15.5 18.6 4.00 0.6 17.3 1606 59.2 3.2 1606Q 59.2 9 3.2 -4 53.28 0 8.07 2.8 541 650.00 704/421 578 35.2
Supreme Inds. 2 1603 25.4 96 2975 213.1 22.4 7.50 0.2 17.4 1606 1189.1 101.5 1606Q 1189.1 -7 101.5 -28 49.71 0 28.95 31.5 11530 907.65 1023/589 11730 36.6
VIP Indus. 2 1603 28.3 24 1216 63.4 4.5 2.00 0.0 18.9 1606 375.2 29.0 1606Q 375.2 6 29.0 15 52.50 0 19.94 42.4 2036 144.05 151/85 2043 30.2
Wim Plast Ltd 10 1603 12.0* 186 359 45.1 37.6 12.00 0.0 20.3 1606 99.5 13.5 1606Q 99.5 15 13.5 43 74.95 0 3.34 5.7 1754 1461.10XB 1514/776 1729 35.6
75 POWER - GENERATION/ D IS T RIBUTION
IND. COMPOSITE 41984 163965 2 0873 13
Adani Power Ltd. 10 1603 3417.5 26 12704 5.6 0.0 - 2.7 0.1 1606 2872.8 -5.3 1606Q 2872.8 -6 -5.3 -105 64.02 47 27.33 363.0 9466 27.70 36/22 33150 -
BF Utilities Ltd. 5 1603 18.8 21 5 -1.0 -0.5 - 0.9 - 1606 6.3 2.8 1606Q 6.3 3 2.8 86 65.63 0 1.16 43.6 2148 570.25 724/390 2216 -
CESC Ltd. 10 1603 132.6 596 6493 707.0 53.3 10.00 0.6 8.2 1606 1912.0 174.0 1606Q 1912.0 12 174.0 1 49.93 0 41.66 39.2 8154 615.10 683/405 11742 11.2
Energy Developme 10 1603 47.5 37 134 1.6 0.3 0.50 0.1 0.9 1606 17.1 -3.1 1606Q 17.1 726 -3.1 -43 61.31 0 0.00 6.6 1129 237.60 245/32 1131 -
Guj. Industries 10 1603 151.3 131 1352 188.4 12.5 2.70 0.2 9.5 1606 354.0 55.0 1606Q 354.0 6 55.0 1 58.20 0 18.57 57.2 1397 92.35 99/73 1584 7.4
GVK Power & Infrastr 1 1603 157.9 14 27 -129.6 -0.8 - 0.1 - 1606 6.8 -51.0 1606Q 6.8 3 -51.0 -615 54.25 0 8.16 282.9 1066 6.75 10/4 1209 -
India Power Corp 1 U1603 97.4 10 586 31.9 0.3 - 0.5 3.2 1603 118.0 23.1 - - 0 - - 68.31 0 0.12 2.2 3622 37.20 41/10 4115 -
Jaiprakash Power Ven 10 1603 2938.0 26 3884 -294.5 -1.0 - 1.6 - 1606 753.8 -196.2 1606Q 753.8 -38 -196.2 -393 63.60 83 9.23 325.6 1319 4.49 8/4 13145 -
JSW Energy Ltd. 10 1603 1640.1 50 5959 965.9 5.9 2.00 0.5 11.8 1606 1298.8 225.1 1606Q 1298.8 2 225.1 14 74.99 44 20.51 110.5 11636 70.95 96/59 15742 10.5
KSK Energy Ventures 10 1603 424.0 71 22 -55.6 -1.3 - 0.2 - 1606 4.4 -20.1 1606Q 4.4 -31 -20.1 -317 68.12 96 17.60 19.1 1117 26.35 55/26 1796 -
*NHPC 10 1603 11070.7 26 7434 2440.1 2.2 1.50 0.6 8.5 1606 2196.8 857.8 1606Q 2196.8 10 857.8 7 74.59 0 13.76 872.6 28562 25.80 28/17 41071 11.3
NLC India L 10 1603 1677.7 92 6669 1204.2 7.2 3.00 0.2 7.8 1606 1880.4 230.8 1606Q 1880.4 2 230.8 -37 90.00 0 4.78 90.2 13053 77.80 87/60 13067 12.2
NTPC 10 1603 8266.1* 107 70507 10242.9 12.4 3.35 1.0 11.5 1606 19062.9 2369.5 1606Q 19062.9 12 2369.5 4 69.74 0 28.07 645.7 123537 149.45 170/117 2 05513 11.8
Orient Green Power C 10 1603 739.8 13 - -168.5 -2.3 - 0.3 - 1606 6.1 -16.8 1606Q 6.1 -68 -16.8 -15 71.51 50 7.75 29.3 756 10.22 18/9 1024 -
PTC India 10 1603 296.0 94 12799 233.6 7.9 2.50 0.0 8.4 1606 3644.3 56.5 1606Q 3644.3 11 56.5 18 16.21 0 58.78 151.1 2202 74.40 88/56 2041 9.1
RattanIndia Power 10 1603 2952.9 19 2775 116.7 0.4 - 1.3 2.1 1606 640.9 5.0 1606Q 640.9 125 5.0 103 57.48 97 17.65 136.8 2666 9.03 13/7 9886 8.6
Reliance Infrastruct 10 1603 263.0 809 9961 1985.8 75.5 8.50 0.7 9.1 1606 2517.2 397.2 1606Q 2517.2 3 397.2 8 48.35 53 35.76 1118.2 15131 575.35 635/373 29319 7.4
Reliance Power L 10 1603 2805.1 58 85 402.7 1.4 1.00 0.3 2.5 1606 30.4 18.3 1606Q 30.4 35 18.3 -91 74.99 53 10.84 3 620.5 13563 48.35 61/40 18240 32.8
SJVN Ltd. 10 1603 4136.6 27 2498 1408.5 3.4 1.10 0.2 12.7 1606 740.8 480.0 1606Q 740.8 -5 480.0 -1 89.96 0 7.23 83.5 13072 31.60 34/26 11652 9.3
Tata Power Co. 1 1603 270.5 58 8438 771.6 2.9 1.30 0.8 4.8 1606 1873.8 146.9 1606Q 1873.8 -14 146.9 -56 33.02 5 50.57 305.6 22597 83.55 84/55 34571 33.4
Torrent Power Ltd. 10 1603 480.6 155 11633 816.0 17.0 4.50 1.1 10.9 1606 2575.9 30.6 1606Q 2575.9 -16 30.6 -85 53.56 0 22.53 126.6 8406 174.90 253/159 15769 12.3
76 POWER - TRANSMISSIO N/E Q UIPMENT
IND. COMPOSITE 6555 38191 6365 17
Adani Transmission L 10 1603 1099.8 20 274 -53.7 -0.5 - 2.3 - 1606 31.0 -26.0 1606Q 31.0 0 -26.0 -6 74.99 32 19.39 59.5 4790 43.55 45/26 9905 -
GE Power India 10 1603 67.2 138 1727 -78.8 -11.7 - 0.0 - 1606 385.5 -63.0 1606Q 385.5 -10 -63.0 -883 68.57 0 16.96 41.0 3421 508.80 702/499 2908 -
GE T&D India 2 1603 51.2 52 3420 77.5 3.0 1.80 0.4 5.8 1606 855.9 -197.4 1606Q 855.9 5 -197.4 -1108 75.01 0 16.40 43.7 8919 348.35 537/311 9362 -
Kalpataru Power 2 1603 30.7 147 4365 199.5 13.0 1.50 0.2 8.8 1606 1187.4 64.5 1606Q 1187.4 2 64.5 33 59.45 40 30.09 20.1 3873 252.35 287/160 4325 18.0
KEC International Lt 2 1603 51.4 48 6464 158.0 6.1 1.00 1.4 12.7 1606 1529.1 29.7 1606Q 1529.1 10 29.7 244 50.86 0 32.61 73.5 3246 126.25 165/97 4885 18.1
Power Grid Corpo 10 1603 5231.6 82 20802 6026.7 11.5 2.31 2.4 14.1 1606 6119.9 1801.8 1606Q 6119.9 30 1801.8 33 57.89 0 35.20 674.4 92181 176.20 188/126 1 91967 1 4.3
Transformers & Recti 10 1603 13.3 241 576 -8.5 -6.4 - 0.4 - 1606 159.2 0.8 1606Q 159.2 156 0.8 106 74.89 22 5.53 29.4 455 342.90 388/167 562 -

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 39


Databank Updated Information Updated as on Oct 21, 2016

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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Voltamp Transformers 10 1603 10.1 464 563 44.0 43.5 12.50 0.0 9.4 1606 115.1 9.1 1606Q 115.1 32 9.1 41 47.48 0 36.86 13.8 818 808.95 962/647 817 17.5
77 PROJECT CONSULTANCY/TU R NKEY
IND. COMPOSITE 910 5598 184 34
Engineers India 5 1603 168.5 79 1496 258.3 7.7 4.00 0.0 9.7 1606 341.8 80.3 1606Q 341.8 -13 80.3 50 59.36 0 27.54 144.5 8998 267.05 276/143 6428 31.9
OM Metals Infraproje 1 1603 9.6 59 189 31.1 3.2 0.30 0.1 5.5 1606 50.9 4.2 1606Q 50.9 23 4.2 -60 70.73 0 3.93 11.8 486 50.50 64/36 497 19.7
Power Mech Projects 10 1603 14.7 376 1362 74.3 50.5 1.00 0.4 13.4 1606 322.3 16.6 1606Q 322.3 7 16.6 4 64.74 0 24.01 19.1 710 482.45 701/450 841 9.5
*Reliance Ind.Inf 10 1603 15.1 170 90 15.4 10.2 3.50 0.0 5.6 1609 23.3 3.4 1609H 46.4 4 6.4 -26 45.43 0 0.72 88.6 640 424.05 540/316 638 48.7
Sadbhav Infrastructu 10 1603 352.2 35 86 1.0 0.0 - 0.9 0.1 1606 97.2 10.4 1606Q 97.2 1132 10.4 144 68.98 15 11.58 7.1 3755 106.60 120/66 4920 -
Shriram EPC Ltd. 10 1603 330.6 12 548 -244.0 -7.4 - 5.0 - 1606 94.4 -41.8 1606Q 94.4 -38 -41.8 -1397 50.03 30 42.53 11.6 818 24.75 39/19 2731 -
*Sunil Hitech Enginee 10 1603 19.0* 219 1828 48.1 25.4 1.50 1.0 11.6 1606 444.0 11.9 1606Q 444.0 6 11.9 8 43.82 12 0.34 13.9 849 447.55CB 469/155 1139 17.3
78 REFINERIES
IND. COMPOSITE 9219 785119 23612 14
Bharat Petroleum 10 1603 1446.2* 207 1 89303 7431.9 51.4 31.00 0.5 24.9 1606 57015.8 2620.5 1606Q 57015.8 -3 2620.5 11 54.93 0 29.67 98.7 96575 667.80XB 695/366 1 08217 12.6
Chennai Petro. 10 1603 148.9 154 25994 770.7 51.8 4.00 2.0 33.5 1606 9781.4 469.8 1606Q 9781.4 8 469.8 -49 67.28 0 21.38 60.0 4282 287.55 312/138 7804 13.5
Hind. Petrol 10 1603 1015.9* 181 1 79571 3862.7 38.0 34.50 0.8 21.0 1606 51661.0 2098.4 1606Q 51661.0 -6 2098.4 30 51.11 0 33.88 98.6 45649 449.35XB 462/212 60151 10.4
*Indian Oil Corp 10 1603 4855.9* 152 3 50603 1 0399.0 21.4 14.00 0.6 14.1 1606 1 07200.6 8269.0 1606Q 1 07200.6 -6 8269.0 25 58.27 0 16.47 193.9 157428 324.20XB 334/173 1 99401 12.4
Mangalore Refine 10 1603 1752.6 37 39647 1148.2 6.6 - 1.1 17.9 1606 11590.7 720.3 1606Q 11590.7 -15 720.3 78 88.58 0 4.62 432.3 15642 89.25 97/51 8752 10.8
79 RETAIL
IND. COMPOSITE 1089 30268 82 76
Aditya Birla Fashion 10 1603 769.1* 12 6060 -104.1 -1.4 - 1.6 - 1606 1415.1 -20.8 1606Q 1415.1 222 -20.8 72 59.46 0 26.63 160.4 11621 151.10 263/124 13077 -
Future Enterprises 2 1603 94.3* 70 8340 11.8 0.3 0.24 1.4 0.3 1606 921.2 315.5 1606Q 921.2 -68 315.5 5072 46.69 89 22.52 43.9 738 15.65 173/16 5214 2.0
Future Lifestyle 2 1603 38.0* 85 3300 29.5 1.6 0.40 0.6 1.8 1606 803.8 3.5 1606Q 803.8 15 3.5 42 60.22 62 18.26 46.8 2418 127.30 142/67 3319 79.2
*Future Retail L 2 1603 94.3* 40 6845 14.6 0.3 - 0.6 0.8 1606 3979.7 70.5 1606Q 3979.7 869 70.5 181 - 76 0.00 - 7494 159.00 164/130 8525 -
Shoppers Stop 5 1603 41.8 94 3413 25.2 3.0 0.75 0.6 3.2 1606 772.2 -13.6 1606Q 772.2 9 -13.6 37 67.09 13 16.74 7.7 3057 366.05 422/335 3519 92.5
Trent Ltd. 1 1603 33.2* 43 1501 77.8 2.3 0.90 0.1 5.5 1606 400.9 23.3 1606Q 400.9 15 23.3 45 32.61 0 42.97 33.5 6834 205.65 257/135 6882 80.3
V Mart Retail 10 1603 18.1 128 809 27.6 15.3 1.25 0.1 12.0 1606 227.1 9.2 1606Q 227.1 11 9.2 -18 55.45 0 29.72 3.8 952 526.95 683/425 975 37.2
80 RUBBER
IND. COMPOSITE 16 521 57 22
Apcotex Industries L 5 1603 10.4 55 268 24.7 11.9 4.50 0.1 21.8 1606 61.1 4.6 1606Q 61.1 -9 4.6 -25 57.89 0 0.06 21.7 789 380.65 435/182 801 34.1
Indag Rubber 2 1603 5.3 60 253 32.0 12.2 2.40 0.0 20.3 1606 48.8 5.8 1606Q 48.8 -24 5.8 -28 74.75 0 0.98 8.0 541 206.05 237/146 537 18.2
81 SERVICES - OTHERS
IND. COMPOSITE 398 5563 704 69
BLS International Se 10 1603 10.2 14 16 1.2 1.2 - 0.1 8.4 1606 5.1 0.4 1606Q 5.1 - 0.4 - - 0 0.00 - 1890 1845.15 1900/974 1890 -
Credit Analysis & Re 10 1603 29.4 139 265 117.7 40.0 28.00 0.0 28.8 1606 57.1 24.7 1606Q 57.1 18 24.7 41 0.00 0 73.41 47.7 4433 1505.90 1573/885 4421 35.5
*Crisil 1 1512 7.1* 95 956 222.0 31.1 23.00 0.0 32.9 1609 276.1 61.8 1609N 798.3 14 177.9 13 67.10 0 17.98 20.4 15925 2232.35 2490/1750 15881 65.7
ICRA Ltd. 10 1603 10.0 408 195 61.5 61.5 25.00 0.0 15.1 1606 47.0 22.9 1606Q 47.0 9 22.9 117 50.05 0 36.86 15.1 4110 4109.75 4561/3235 3929 55.7
Infibeam Incorp 10 1603 53.4 132 43 4.3 0.8 - 0.0 0.6 1606 10.9 21.0 1606Q 10.9 - 21.0 - 45.28 0 9.88 3.5 4604 862.85 978/431 4143 -
Just Dial 10 1603 70.6* 95 691 141.8 20.1 - 0.0 21.1 1606 176.3 38.9 1606Q 176.3 6 38.9 8 32.44 1 43.00 43.0 3165 448.55 1063/378 3132 21.5
MCX 10 1603 51.0 273 235 41.8 8.2 6.50 0.0 3.0 1606 63.0 32.8 1606Q 63.0 12 32.8 55 0.00 0 59.05 132.1 6609 1295.90 1420/726 6109 60.7
MT Educare Ltd. 10 1603 39.8 37 244 29.2 7.3 2.00 0.2 20.1 1606 67.9 3.1 1606Q 67.9 8 3.1 -26 42.78 6 20.90 13.2 543 136.25 200/121 569 19.3
*Quess Corp 10 1603 126.7* 28 2918 84.4 6.7 - 0.8 23.4 1609 831.3 25.2 1609H 1641.7 26 46.5 26 89.53 0 5.60 13.6 7941 626.55 673/452 8117 -
82 SHIP - DOCKS/BREAKI NG/ R EPAIRS
IND. COMPOSITE 1220 966 -291 34
Gujarat Pipavav Port 10 1603 483.4 40 660 236.7 4.9 1.90 0.0 12.3 1606 167.2 59.8 1606Q 167.2 -9 59.8 -26 43.00 0 50.06 48.4 8185 169.30 197/137 7895 37.9
Reliance Def.& Eng. 10 1603 736.2 23 306 -527.3 -7.2 - 4.3 - 1606 70.3 -134.5 1606Q 70.3 -34 -134.5 20 29.89 100 14.26 112.8 4395 59.70 114/53 11549 -
83 SHIPPING
IND. COMPOSITE 846 7128 922 9
Essar Shipping 10 1603 207.0 223 729 -113.6 -5.5 - 0.6 - 1606 175.4 -50.5 1606Q 175.4 -10 -50.5 -128 74.36 100 9.67 90.2 636 30.75 38/20 3544 -
Great Eastern 10 1603 150.8 345 1974 609.9 40.5 13.50 0.5 11.7 1606 409.4 103.6 1606Q 409.4 -14 103.6 -16 30.49 0 42.26 72.3 5780 383.35 420/275 6382 10.5
Shipping Corpn. 10 1603 465.8 148 4112 377.3 8.1 - 0.7 5.5 1606 840.5 55.9 1606Q 840.5 -20 55.9 -66 63.74 0 22.02 158.3 3172 68.10 101/55 6484 11.8
Shreyas Shipping & L 10 1603 22.0 103 313 48.7 22.2 1.30 0.6 21.5 1606 85.1 4.9 1606Q 85.1 12 4.9 -72 73.24 0 2.26 15.0 632 288.05 528/133 768 17.4
84 SUGAR
IND. COMPOSITE 517 24730 -268 27
Bajaj HindusthanSuga 1 1603 113.4 21 4683 -114.3 -1.0 - 2.7 - 1606 1332.8 -77.4 1606Q 1332.8 -14 -77.4 -172 26.01 100 50.09 140.4 1933 17.05 24/13 8198 -
Balrampur Chini 1 1603 24.5* 50 2757 99.4 4.1 - 1.2 8.1 1606 826.8 110.7 1606Q 826.8 30 110.7 252 40.82 0 29.89 82.6 2940 120.00 138/55 4434 10.4
Bannari Amman Su 10 U1603 11.4 854 1400 25.2 22.1 - 1.2 2.6 1606 373.0 20.2 1606Q 373.0 1 20.2 133 54.72 83 0.19 7.2 2219 1939.70 2242/941 3389 20.9
Dalmia Bharat Sugar 2 1603 16.2 63 1166 58.5 7.2 0.60 1.9 11.4 1606 353.7 48.3 1606Q 353.7 11 48.3 605 74.91 0 3.93 15.6 936 115.70 168/49 1852 8.1
Dhampur Sugar 10 1603 66.4 63 2183 31.9 4.8 - 3.6 4.5 1606 491.5 33.9 1606Q 491.5 3 33.9 139 50.59 6 9.00 40.8 845 127.35 138/48 2302 5.5
Dwarikesh Sugar 10 1603 18.8* 47 794 39.0 20.7 - 7.2 44.1 1606 286.3 31.9 1606Q 286.3 45 31.9 157 48.32 0 3.84 8.9 502 266.65 379/59 1089 4.0
EID Parry 1 1603 17.6* 73 2310 -66.5 -3.8 - 0.6 - 1606 581.4 25.3 1606Q 581.4 21 25.3 119 45.27 0 18.12 41.4 4501 255.95 278/150 5231 -
Sakthi Sugars 10 1603 118.8 3 821 -55.1 -4.6 - 93.9 - 1606 283.6 79.0 1606Q 283.6 45 79.0 447 60.66 97 19.26 41.1 452 38.00 56/20 1243 -
Shree Renuka Sugars 1 1603 92.9 13 5862 -285.3 -3.1 - 2.6 - 1606 1629.1 3.2 1606Q 1629.1 5 3.2 101 55.44 48 4.83 206.5 1481 15.95 19/10 4730 -
Triveni Eng.&Ind.Ltd 1 1603 25.8 23 1915 -12.3 -0.5 - 2.6 - 1606 600.9 42.8 1606Q 600.9 19 42.8 146 68.21 1 6.68 35.0 1589 61.60 68/27 3142 -
Ugar Sugar Works 1 1603 11.3 8 837 11.3 1.0 - 2.7 12.4 1606 117.7 1.1 1606Q 117.7 1 1.1 101 45.79 0 0.05 27.6 438 38.95 73/10 681 4.2
85 TELECOMMUNICATIONS- E Q UIPMENT
IND. COMPOSITE 3103 6282 -159 10
GTL Infrastructure 10 1603 2413.7* -0 619 -547.3 -2.3 - -38.6 - 1606 232.4 -135.0 1606Q 232.4 51 -135.0 31 26.37 55 52.28 180.7 1361 5.64 7/2 6015 -
Himachal F. Comm 1 1603 123.9 8 2570 119.0 1.0 - 0.5 11.4 1606 504.0 46.2 1606Q 504.0 -19 46.2 -59 38.96 50 11.69 238.7 1897 15.31 25/14 2214 -
ITI 10 1603 480.0 -35 1190 251.2 5.2 - -0.8 37.1 1606 325.9 11.2 1606Q 325.9 160 11.2 -72 94.00 0 0.25 37.0 1445 30.10 35/23 2463 6.5
Optiemus Infracom 10 1603 85.8 31 1903 18.1 2.1 - 1.0 6.8 1606 372.6 3.0 1606Q 372.6 -47 3.0 -57 74.92 39 0.00 3.2 496 57.80 99/29 638 35.5
86 TEXTILES
IND. COMPOSITE 3900 88296 1181 22
Aditya Birla Nuvo 10 1603 130.2 657 5466 360.0 27.6 5.00 0.4 4.2 1606 1230.3 1102.6 1606Q 1230.3 -17 1102.6 1056 58.40 0 25.10 139.6 18092 1389.25 2364/685 21619 12.4
Alok Industries Ltd. 10 1603 1377.3 12 11752 -3722.8 -27.0 - 11.3 - 1606 1810.8 -1212.0 1606Q 1810.8 -47 -1212.0 -12570 36.29 96 11.98 221.7 478 3.47 8/3 18950 -
Ambika Cotton Mi 10 1603 5.9 570 492 44.5 75.7 15.00 0.1 13.3 1606 125.6 12.5 1606Q 125.6 1 12.5 4 48.63 0 4.03 10.8 552 940.10 966/735 567 12.3

40 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


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

Inst. Stake (%)

Trailing P/E Ratio


Sales Growth (%)

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

Pledged (%)

Entprise Value
NP Growth (%)
Year / Months

Year / Months

(21/10/16)
Sales (` Cr)
CEqt. (` Cr)

Market Cap
Face Value

RONW (%)
Company Name
Bk Val (`)

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

52-Week
DERatio

CMP (`)
EPS (`)

(in’ 000)
Div (`)

(` Cr)

(` Cr)

(` Cr)

(` Cr)

(` Cr)
Sales

Sales
NP
Arvind Ltd. 10 1603 258.4 106 5407 318.9 12.3 2.40 1.0 10.6 1606 1465.8 87.5 1606Q 1465.8 13 87.5 11 43.76 6 38.69 175.9 9067 350.95 369/236 11701 27.7
Ashapura Intimates F 10 1603 19.5 32 186 12.4 6.4 - 0.5 20.1 1606 52.2 3.1 1606Q 52.2 4 3.1 3 67.73 0 3.36 2.9 821 421.50 430/230 852 65.9
Bannari Amman Spinni 10 1603 15.8 171 771 18.6 11.8 1.60 1.5 6.9 1606 203.0 4.9 1606Q 203.0 15 4.9 -18 55.54 0 0.00 6.3 534 338.90 348/177 938 30.5
Bombay Dyeing 2 1603 41.3 18 1845 -85.2 -4.1 0.50 5.4 - 1606 437.0 -45.5 1606Q 437.0 8 -45.5 15 53.06 10 10.94 108.1 1244 60.25 70/39 3170 -
Bombay Rayon Fashion 10 1603 183.0 148 4172 48.9 2.7 - 2.0 1.8 1606 1014.0 7.2 1606Q 1014.0 14 7.2 -45 67.69 27 27.44 6.0 2928 160.00 216/129 8136 68.1
Century Enka 10 1603 21.9 342 1144 59.5 27.2 7.50 0.1 7.9 1606 264.4 22.5 1606Q 264.4 -13 22.5 65 25.25 0 8.67 47.4 639 292.30 302/145 688 9.3
Cheviot Co Ltd 10 1603 4.5 703 343 36.5 80.9 17.00 0.0 8.7 1606 70.3 10.2 1606Q 70.3 22 10.2 -2 74.99 0 0.16 7.4 463 1027.40 1141/540 468 12.8
Forbes & Company Ltd 10 1603 12.9 107 182 2.2 1.7 - 0.9 1.6 1606 51.0 17.6 1606Q 51.0 -22 17.6 1683 73.85 0 12.15 10.8 2555 1980.70 2026/1078 2667 1 22.2
Garware-Wall Rop 10 1603 21.9 167 825 61.9 28.3 3.30 0.1 17.0 1606 225.1 19.8 1606Q 225.1 -6 19.8 35 50.65 0 4.34 14.7 1156 528.50 567/270 1103 17.3
Gloster L 10 1603 10.5* 114 427 24.6 23.5 6.00 0.9 6.8 1606 111.5 11.2 1606Q 111.5 46 11.2 117 66.48 0 22.16 3.0 492 470.50XB 509/154 569 16.1
Himatsingka Seid 5 1603 49.2 85 1021 178.0 18.1 2.50 0.8 21.3 1606 281.5 46.1 1606Q 281.5 12 46.1 4 57.21 0 15.17 23.5 2668 270.95 298/145 3218 14.9
Indian Terrain Fashi 2 1603 7.5 43 325 33.0 8.9 - 0.3 20.5 1606 63.4 3.5 1606Q 63.4 13 3.5 -35 29.74 69 30.86 11.5 559 150.10 185/102 535 18.0
Indo Count Inds. 10 1603 39.5 140 2032 250.7 63.5 2.00 0.5 39.7 1606 492.6 60.3 1606Q 492.6 7 60.3 9 58.94 0 16.08 31.5 3060 775.00 1248/695 3313 12.0
Indo Rama Synth. 10 1603 151.8 38 2536 56.0 3.7 1.00 0.5 9.5 1606 647.1 -16.6 1606Q 647.1 1 -16.6 -437 72.00 0 13.91 21.3 583 38.40 42/24 777 16.9
JBF Industries 10 1603 81.9 197 3621 65.5 8.0 1.00 0.9 4.0 1606 941.0 9.8 1606Q 941.0 5 9.8 -51 43.14 47 16.35 27.7 2037 248.85 260/150 3068 36.9
JCT Ltd. 3 1603 149.5 1 873 5.4 0.1 - 4.1 5.0 1606 205.8 2.4 1606Q 205.8 -5 2.4 175 39.55 94 14.15 97.2 468 7.82 11/4 677 -
Kitex Garments 1 1603 4.8 77 546 112.1 23.6 1.50 0.2 30.5 1606 119.3 20.9 1606Q 119.3 9 20.9 31 54.24 0 5.54 28.6 2339 492.40 783/340 2181 20.0
KPR Mill Ltd. 10 1603 37.7 259 1961 155.5 41.3 10.00 0.5 15.9 1606 522.7 45.3 1606Q 522.7 14 45.3 11 74.95 0 15.31 11.7 4296 1140.15 1274/620 4802 26.8
*Lovable Lingerie Ltd 10 1603 16.8 122 197 23.2 13.8 1.50 0.0 11.3 1606 67.2 12.2 1606Q 67.2 3 12.2 -1 67.23 0 6.06 21.2 441 262.35 289/205 439 19.1
Lux Industries 2 1603 5.1 71 941 51.3 20.3 1.40 1.5 28.7 1606 183.2 10.2 1606Q 183.2 10 10.2 18 73.71 0 0.00 4.5 1830 724.60 781/534 2030 34.6
Mafatlal Ind 10 1603 13.9 271 1323 17.1 12.3 3.00 0.6 4.5 1606 375.3 7.8 1606Q 375.3 1 7.8 20 74.85 25 2.59 107.2 479 344.25 380/199 588 26.0
Monte Carlo Fashions 10 1603 21.7 205 622 58.9 27.1 - 0.1 13.2 1606 75.6 2.0 1606Q 75.6 10 2.0 38 64.25 0 8.30 45.8 994 457.60 573/337 983 16.7
Nahar Indust.Ent 10 1603 39.8 155 1776 42.9 10.8 1.00 1.4 6.9 1606 469.1 19.7 1606Q 469.1 8 19.7 405 68.56 0 0.48 82.8 490 123.05 132/42 1336 8.3
Nahar Spg Mills 5 1603 18.0 223 2038 51.4 14.2 1.50 1.1 6.4 1606 540.4 15.0 1606Q 540.4 5 15.0 -43 64.82 0 0.13 38.2 493 136.65 144/80 1396 12.8
Nandan Denim 10 1603 48.0 66 1157 63.3 13.2 1.60 1.5 20.0 1606 300.5 16.0 1606Q 300.5 7 16.0 3 58.26 48 12.00 31.2 658 136.95 166/97 1058 10.3
Page Industries Ltd. 10 1603 11.2 453 1783 232.7 208.6 85.00 0.1 46.0 1606 572.4 67.9 1606Q 572.4 28 67.9 8 49.00 0 41.82 33.0 18351 16452.15 16660/9770 18415 77.3
PDS Multi. Fashions 10 1603 26.0 40 25 0.1 0.1 - 0.2 0.1 1606 3.3 0.1 1606Q 3.3 -41 0.1 193 66.64 0 9.42 18.9 443 169.90 244/140 462 -
Rajapalayam Mill 10 1603 7.4 293 395 23.5 31.9 3.00 1.1 10.9 1606 98.9 3.0 1606Q 98.9 8 3.0 874 53.16 28 0.02 5.0 509 690.05 738/289 742 19.4
Raymond Ltd 10 1603 61.4 202 2793 82.1 13.4 3.00 1.0 6.6 1606 539.8 -11.3 1606Q 539.8 -1 -11.3 -38 42.40 0 20.07 108.8 3901 635.50 648/352 5014 49.4
RSWM Ltd. 10 1603 23.1 217 2955 106.0 45.8 12.50 2.1 21.1 1606 730.1 35.7 1606Q 730.1 4 35.7 24 51.43 0 14.52 14.6 1069 461.85 488/252 2107 9.4
Ruby Mills 5 1603 8.4 220 213 40.8 24.4 1.25 1.0 11.1 1606 56.9 8.7 1606Q 56.9 8 8.7 54 74.92 0 0.04 6.3 790 472.55 518/197 1124 18.0
Rupa & Company L 1 1603 8.0 46 1013 78.0 9.8 2.75 0.4 21.3 1606 220.3 15.4 1606Q 220.3 6 15.4 2 74.92 0 0.01 4.4 2227 280.05 405/225 2364 28.5
S P Apparels Ltd. 10 1603 25.2 54 537 37.4 14.8 - 1.9 27.4 1606 161.8 13.3 1606Q 161.8 28 13.3 87 59.60 0 11.16 8.8 851 338.20 360/276 1068 -
Sangam India Ltd 10 1603 39.4 111 1504 77.0 19.5 2.00 1.3 17.5 1606 407.9 15.2 1606Q 407.9 11 15.2 -12 47.35 0 16.41 7.7 1222 310.00 325/239 1801 16.3
*Sarla Performance Fi 1 1603 8.4 27 243 42.7 5.1 1.05 0.6 18.8 1606 61.1 9.0 1606Q 61.1 -3 9.0 28 55.23 0 14.42 6.1 595 71.30 91/49 629 13.3
Shiva Texyarn Ltd. 10 1603 21.6 74 450 10.8 5.0 1.10 1.3 6.8 1606 118.9 4.3 1606Q 118.9 11 4.3 19 74.93 0 0.00 8.7 492 227.65 238/51 687 42.7
Siyaram Silk 10 1603 9.4 545 1619 87.6 93.4 11.00 0.7 17.1 1606 281.4 10.0 1606Q 281.4 -6 10.0 -13 67.06 0 6.98 10.7 1421 1516.00 1550/910 1771 16.5
SRF Ltd. 10 1603 57.4 463 3647 360.9 62.8 10.00 0.6 13.4 1606 984.8 119.5 1606Q 984.8 2 119.5 13 52.37 0 29.14 52.0 10955 1907.90 1970/1022 12119 29.2
Sutlej Textiles & In 10 1606 16.4 413 2271 143.4 87.5 13.00 1.0 21.2 1606 552.6 45.1 - - 22 - - 63.89 7 0.88 6.5 1310 799.85 804/411 1982 8.5
Swan Energy Ltd. 1 1603 22.1 20 317 0.6 0.0 0.05 0.3 0.1 1606 70.0 -1.9 1606Q 70.0 -3 -1.9 -2743 71.66 26 12.80 6.2 2343 105.95 110/58 2460 -
Trident Ltd. 10 1603 509.6 33 3683 228.4 4.5 0.90 1.8 13.6 1609 1181.7 80.1 1609H 2348.1 28 158.7 42 67.77 0 2.84 72.8 3060 60.05 63/37 6013 11.1
Vardhman Acrylics Lt 10 1603 93.0* 32 412 29.8 3.2 5.00 0.0 10.1 1606 111.5 15.4 1606Q 111.5 14 15.4 159 74.80 0 0.76 10.6 461 49.55 52/25 461 11.7
Vardhman Textiles Lt 10 1603 63.7 574 5587 653.1 102.6 15.00 0.5 17.9 1606 1425.6 150.1 1606Q 1425.6 2 150.1 4 62.22 0 22.84 22.0 6958 1093.15 1117/652 8635 10.6
Welspun India 1 1603 100.5 19 4868 601.7 6.0 - 1.1 32.0 1606 1386.3 182.1 1606Q 1386.3 19 182.1 1 73.48 0 15.84 34.0 5853 58.25 120/46 7934 9.7
87 TRADING
IND. COMPOSITE 665 45540 979 25
Adani Enterprises Lt 1 1603 110.0 32 8149 496.3 4.5 0.40 1.7 13.9 1606 2145.9 196.9 1606Q 2145.9 -11 196.9 156 74.99 24 20.33 97.2 7853 71.40 97/58 13738 12.6
Coffee Day Enterpris 10 1603 206.0 91 49 -110.5 -5.4 - 0.3 - 1606 9.8 -27.3 1606Q 9.8 -14 -27.3 12 52.55 0 8.81 62.0 4690 227.65 318/218 5156 -
Control Print Ltd. 10 1603 15.7 78 135 26.4 16.9 6.00 0.1 21.7 1606 33.7 6.7 1606Q 33.7 6 6.7 12 55.83 0 8.65 10.1 454 290.00 424/231 466 16.7
Dwitiya Trading 10 1603 5.0 11 1 0.0 0.0 - 0.0 0.1 1606 0.0 -0.0 1606Q 0.0 -94 -0.0 -195 0.56 0 0.00 1.3 661 1320.00 1361/1298 661 -
India Motor Part 10 1603 8.3 278 502 26.7 32.1 9.00 0.1 11.5 1606 137.0 6.6 1606Q 137.0 6 6.6 7 30.71 0 8.38 7.1 730 877.65 995/650 688 26.9
KRBL Ltd. 1 1603 23.5 67 3359 371.4 15.8 1.90 0.7 23.4 1606 799.5 80.9 1606Q 799.5 -21 80.9 -32 58.81 0 7.29 17.4 5819 247.20 306/175 6893 17.5
LT Foods Ltd. 10 1603 26.7 123 1821 30.4 11.4 1.50 2.5 9.3 1606 420.4 6.2 1606Q 420.4 -12 6.2 -3 67.18 14 1.03 15.4 716 268.70 319/180 1540 23.7
MMTC Ltd. 1 1603 100.0 14 12503 54.9 0.5 0.30 0.2 4.0 1606 2782.2 -7.0 1606Q 2782.2 37 -7.0 77 89.92 0 6.06 90.8 4550 45.50 52/30 4743 -
Modi Udyog 10 1603 30.2 10 86 1.5 0.5 - 0.0 4.7 1606 78.0 1.4 1606Q 78.0 2878 1.4 4825 3.40 0 0.00 1.5 689 228.00 232/186 689 -
MSR India 5 1603 31.4 5 177 0.0 0.0 - 0.0 0.1 1606 32.6 0.2 1606Q 32.6 3 0.2 6 74.51 0 0.00 0.9 447 71.15 155/52 447 -
State Trading 10 1603 60.0 29 10601 17.9 3.0 - 8.4 1.7 1606 2238.5 22.0 1606Q 2238.5 6 22.0 2049 90.00 0 1.95 28.4 759 126.50 174/71 2189 18.5
Uniphos Enterprises 2 1603 13.9 20 0 11.8 1.7 - 0.0 4.2 1606 0.0 -0.5 1606Q 0.0 -43 -0.5 18 72.19 0 10.82 13.7 509 73.20 76/30 506 42.8
Ushdev Internati 10 1603 33.8 268 8157 52.2 15.4 1.00 1.9 5.7 1606 1309.9 8.1 1606Q 1309.9 -36 8.1 -76 54.40 38 18.25 0.8 719 212.40 349/209 2114 26.9
88 TRANSPORT
IND. COMPOSITE 539 12762 1045 30
Container Corpor 10 1603 195.0 416 5743 786.9 40.4 13.50 0.0 9.7 1606 1339.2 178.5 1606Q 1339.2 -6 178.5 -14 56.79 0 40.03 36.3 26364 1352.20 1544/1051 25565 34.8
IL&FS Transportation 10 1603 329.0 120 4762 173.5 5.3 2.00 2.4 4.4 1606 1262.1 17.9 1606Q 1262.1 33 17.9 -50 73.21 71 7.91 55.6 3693 112.25 116/64 12502 23.7
*TCI Ltd. 2 1603 15.3 65 2258 85.1 11.1 1.50 0.6 16.7 1606 427.4 15.1 1606Q 427.4 -22 15.1 -19 66.07 0 11.29 29.9 1384 180.70 388/175 1671 17.0
89 TYRES AND TUBES
IND. COMPOSITE 204 47415 4946 11
Apollo Tyres 1 1603 50.9 78 8702 852.5 16.7 2.00 0.1 21.3 1606 2265.9 236.2 1606Q 2265.9 6 236.2 7 44.14 14 39.44 139.2 10847 213.10 235/128 11144 12.6
Balkrishna Ind. 2 1603 19.3 289 3242 567.7 58.7 5.50 0.5 20.3 1606 928.1 149.1 1606Q 928.1 12 149.1 -2 58.29 0 32.95 12.9 10116 1046.55 1200/551 11101 17.9
Ceat Ltd. 10 1603 40.5 492 5494 452.5 111.9 11.50 0.3 22.7 1606 1455.8 96.5 1606Q 1455.8 3 96.5 -18 50.76 0 31.35 62.5 5318 1314.75 1422/731 5906 12.3
Goodyear India 10 1603 23.1 252 1747 123.1 42.7 12.00 0.0 21.1 1606 451.2 41.3 1606Q 451.2 4 41.3 14 73.99 0 7.82 30.5 1870 810.65 921/443 1536 16.6
JK Tyre & Industries 2 1603 45.4 62 5880 401.0 17.7 2.50 1.7 28.3 1606 1479.9 100.8 1606Q 1479.9 -1 100.8 -4 52.34 0 9.88 102.7 3406 150.15 162/74 5721 8.6
MRF Ltd 10 1603 4.2 1 6020 20244 2327.7 3659.0 100.00 0.3 34.3 1606 3482.0 490.9 1606Q 3482.0 0 490.9 2 27.49 0 18.96 37.8 21399 50455.60 5 4601/30464 23292 12.5
PTL Enterprises 2 1603 13.2 16 46 24.2 3.7 1.00 0.0 3.5 1606 12.5 7.3 1606Q 12.5 25 7.3 61 69.82 0 1.56 6.7 821 124.05 145/73 819 30.4
TVS Srichakra Lt 10 1603 7.7 547 2060 197.2 257.6 60.00 0.3 47.1 1606 511.8 46.5 1606Q 511.8 2 46.5 -5 45.36 0 2.58 23.7 2881 3762.25 4247/1945 2985 14.8

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 41


Databank Company Index
Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE
Code Closure Code Code Closure Code Code Closure Code Code Closure Code
500410 ACC 16 02/24/16 ACC 512161 8K Miles Software 23 09/08/16 8KMILES 530999 Balaji Amines Li 19 07/24/16 BALAMINES 534804 Credit Analysis & Re 81 09/21/16 CARERATING
540025 Advanced Enzyme Tech 4 9 09/12/16 ADVENZYMES 533292 A2Z Infra Engineer 37 09/17/16 A2ZINFRA 532382 Balaji Telefilms Ltd 39 08/25/16 BALAJITELE 500093 Crompton Greaves 33 08/19/16 CROMPGREAV
500215 Agro Tech Foods Ltd. 32 07/20/16 ATFL 524348 Aarti Drugs Ltd 72 07/15/16 AARTIDRUGS 502355 Balkrishna Ind. 89 08/03/16 BALKRISIND 539876 Crompton Greaves Con 3 3 - CROMPTON
531082 Alankit 46 08/01/16 ALANKIT 524208 Aarti Ind. Ltd 19 09/23/16 AARTIIND 500102 Ballarpur Ind. 69 09/23/16 BALLARPUR 500480 Cummins India Lt 37 07/30/16 CUMMINSIND
532475 Aptech Ltd. 23 09/24/16 APTECHT 523204 Aban Offshore 66 09/23/16 ABAN 523319 Balmer Lawrie & 30 09/16/16 BALMLAWRIE 532175 Cyient Ltd. 23 08/25/16 CYIENT
500027 Atul Ltd. 31 07/16/16 ATUL 500002 ABB India 33 04/20/16 ABB 532485 Balmer Lawrie Invest 46 09/16/16 - 533160 D B Realty Ltd. 24 09/22/16 DBREALTY
506285 BayerCropscience 70 08/31/16 BAYERCROP 500488 Abbott India Ltd. 72 07/12/16 ABBOTINDIA 500038 Balrampur Chini 84 08/06/16 BALRAMCHIN 533160 Dabur India 40 09/22/16 DBREALTY
533303 BF Investment Ltd. 46 09/30/16 BFINVEST 532268 Accelya Kale Solut 23 09/28/16 ACCELYA 500039 Banco Products 6 09/06/16 BANCOINDIA 533309 Dalmia Bharat 63 09/21/16 DALMIABHA
532792 Cairn India Ltd. 66 07/12/16 CAIRN 532762 Action Construction 38 09/16/16 ACE 532134 Bank of Baroda 44 06/18/16 BANKBARODA 500097 Dalmia Bharat Sugar 84 09/03/16 DALMIASUG
532443 Cera Sanitaryware L 18 07/16/16 CERA 512599 Adani Enterprises Lt 87 08/03/16 ADANIENT 532149 Bank of India 44 07/11/16 BANKINDIA 532528 Datamatics Global Se 23 09/08/16 DATAMATICS
500092 Crisil 81 03/10/16 CRISIL 532921 Adani Ports & Speci 63 08/02/16 ADANIPORTS 532525 Bank of Maharash 44 06/23/16 MAHABANK 533151 DB Corp 59 08/08/16 DBCORP
532772 DCB Bank 43 05/26/16 DCBBANK 533096 Adani Power Ltd. 75 08/02/16 ADANIPOWER 532674 Bannari Amman Spinni 86 09/22/16 BASML 523367 DCM Shriram 30 08/02/16 DCMSHRIRAM
532848 Delta Corp Ltd. 24 09/16/16 DELTACORP 539254 Adani Transmission L 76 08/03/16 ADANITRANS 500041 Bannari Amman Su 84 09/19/15 BANARISUG 500117 DCW Ltd. 71 09/20/16 DCW
511072 Dewan Housing 45 07/12/16 DHFL 538365 Adhunik Industries 53 09/08/16 ADHUNIKIND 500042 BASF India Lt 19 08/05/16 BASF 502137 Deccan Cements 16 09/17/16 DECCANCE
540153 Endurance Technologi 6 - ENDURANCE 530117 Adi Finechem 19 09/03/16 ADI 500043 Bata India 55 07/21/16 BATAINDIA 512068 Deccan Gold Mines 62 09/19/16 -
539844 Equitas Holdings Ltd 46 06/16/16 EQUITAS 535755 Aditya Birla Fashion 79 07/18/15 ABFRL 500048 BEML Ltd. 38 09/09/16 BEML 532760 Deep Industries 66 09/16/16 DEEPIND
533261 Eros International M 39 09/22/16 EROSMEDIA 500303 Aditya Birla Nuvo 86 08/19/16 ABIRLANUVO 533095 Bengal & Assam Compa 4 6 09/14/16 - 500645 Deepak Fertilisers 42 08/06/16 DEEPAKFERT
540064 Future Retail L 79 - FRETAIL 539056 AdlabsEntertainment 39 07/22/16 ADLABS 509480 Berger Paints I 68 07/28/16 BERGEPAINT 506401 Deepak Nitrite 19 07/30/16 DEEPAKNTR
533265 Gallantt Ispat Ltd. 53 09/20/16 GALLISPAT 500003 Aegis Logistics Ltd. 56 07/30/16 AEGISCHEM 532430 BF Utilities Ltd. 75 03/30/15 BFUTILITIE 533137 Den Networks Ltd. 39 09/22/16 DEN
500171 GHCL 20 07/13/16 GHCL 532811 Ahluwalia Contra 24 09/23/16 AHLUCONT 532930 BGR Energy Systems 37 09/21/15 BGRENERGY 532121 Dena Bank 44 06/22/16 DENABANK
507815 Gillette India Ltd. 40 11/24/16 GILLETTE 532683 AIA Engineering 15 09/12/15 AIAENG 530803 Bhageria Industries 31 08/09/16 BHAGERIA 519588 DFM Foods Limi 40 07/16/16 -
505255 GMM Pfaudler Ltd 38 09/17/16 - 532331 Ajanta Pharma Lt 72 06/28/16 AJANTPHARM 503960 Bharat Bijlee 35 09/13/16 BBL 500119 Dhampur Sugar 84 08/23/16 DHAMPURSUG
539787 Healthcare Global En 50 - HCG 513349 Ajmera Realty & Infr 24 08/20/16 AJMERA 500049 Bharat Electroni 33 08/22/16 BEL 532180 Dhanlaxmi Bank 43 09/24/16 DHANBANK
524669 Hester Biosciences L 72 07/23/16 HESTERBIO 500710 Akzo Nobel India Ltd 68 07/21/16 AKZOINDIA 533228 Bharat Financial Inc 46 07/18/16 BHARATFIN 507717 Dhanuka Agritech Ltd 70 08/10/16 DHANUKA
509675 HIL 17 07/22/16 HIL 506235 Alembic Ltd. 72 08/03/16 ALEMBICLTD 500493 Bharat Forge 15 07/27/16 BHARATFORG 522163 Diamond Power Infras 12 08/16/16 DIAPOWER
500188 Hind. Zinc 61 06/04/16 HINDZINC 533573 Alembic Pharmaceutic 72 07/22/16 APLLTD 500103 Bharat Heavy Ele 38 09/16/16 BHEL 500089 DIC India 59 04/16/16 DICIND
500696 Hindustan Unilever L 40 06/24/16 HINDUNILVR 531147 Alicon Castalloy 15 09/23/16 ALICON 500547 Bharat Petroleum 78 06/08/16 BPCL 540047 Dilip Buildcon Ltd. 24 - DBL
540136 HPL Electric & Power 33 - HPL 539523 Alkem Laboratories 72 - ALKEM 590021 Bharat Rasayan 70 09/22/16 BHARATRAS 500068 Disa India Ltd. 38 08/04/16 -
532662 HT Media 59 09/13/16 HTMEDIA 506767 Alkyl Amines Che 19 07/22/16 ALKYLAMINE 532454 Bharti Airtel 64 08/13/16 BHARTIARTL 532839 Dish TV India Ltd. 39 09/26/16 DISHTV
540133 ICICI Pru Life 46 - ICICIPRULI 532480 Allahabad Bank 44 06/23/16 ALBK 534816 Bharti Infratel Ltd. 52 08/05/15 INFRATEL 532526 Dishman Pharmaceutic 72 09/20/16 DISHMAN
535789 Indiabulls Housing F 46 09/08/16 IBULHSGFIN 532749 Allcargo Logistics 56 08/04/15 ALLCARGO 526666 Bhartiya Interna 55 09/23/16 BIL 532488 Divi’s Lab 72 08/22/16 DIVISLAB
530965 Indian Oil Corp 78 09/07/16 IOC 521070 Alok Industries Ltd. 86 09/17/16 ALOKTEXT 500055 Bhushan Steel Ltd. 53 09/14/16 BHUSANSTL 532868 DLF Ltd. 24 08/20/15 DLF
532187 IndusInd Bank 43 06/25/16 INDUSINDBK 526397 Alpha Geo (India 66 09/24/16 ALPHAGEO 532523 Biocon 72 06/24/16 BIOCON 539524 Dr. Lal Pathlabs Ltd 50 07/22/16 LALPATHLAB
500209 Infosys 23 06/11/16 INFY 538423 Alps Motor Finance 46 09/21/16 - 500335 Birla Corporation Lt 16 07/02/16 BIRLACORPN 500124 Dr. Reddy’s Labs 72 07/20/16 DRREDDY
500214 Ion Exchange (India) 37 09/01/16 - 500008 Amara Raja Batt. 6 08/08/15 AMARAJABAT 506197 Bliss GVS Pharma 72 09/08/16 BLISSGVS 523618 Dredging Corpora 63 09/24/16 DREDGECORP
532532 JaiprakashAssociates 24 09/22/16 JPASSOCIAT 531978 Ambika Cotton Mi 86 09/17/16 AMBIKCO 540073 BLS International Se 81 - BLS 534674 Ducon Infratech 22 09/24/16 DUCON
533302 Kalyani Investment 46 08/11/16 KICL 500425 Ambuja Cements Ltd. 16 02/24/16 AMBUJACEM 526612 Blue Dart Expres 27 07/21/16 BLUEDART 532610 Dwarikesh Sugar 84 07/30/16 DWARKESH
500235 Kalyani Steel 53 08/11/16 KSL 590006 Amrutanjan Health Ca 72 09/16/16 AMRUTANJAN 500067 Blue Star 25 07/18/16 BLUESTARCO 538608 Dwitiya Trading 87 09/24/16 -
500243 Kirloskar Industries 37 08/09/16 KIRLOSIND 520077 Amtek Auto Ltd. 6 09/28/16 AMTEKAUTO 524370 Bodal Chemicals 31 09/17/16 BODALCHEM 505242 Dynamatic Techno 37 08/05/16 DYNAMATECH
533293 Kirloskar Oil Engine 37 08/03/16 KIRLOSENG 515055 Anant Raj Ltd. 24 09/24/16 ANANTRAJ 501425 Bombay Burmah 07/30/16 BBTC 532927 eClerx Services 23 07/07/16 ECLERX
532400 KPIT Technologies 23 08/16/16 KPIT 532418 Andhra Bank 44 07/15/16 ANDHRABANK 500020 Bombay Dyeing 86 07/29/16 BOMDYEING 532922 Edelweiss Fin. Ser 46 08/01/16 EDELWEISS
540005 L&T Infotech 23 - LTI 590062 Andhra Sugars Lt 30 09/16/15 ANDHRSUGAR 532678 Bombay Rayon Fashion 8 6 09/16/16 BRFL 505200 Eicher Motors 8 03/13/15 EICHERMOT
533343 Lovable Lingerie Ltd 86 09/23/15 LOVABLE 526173 Andrew Yule & Co 30 09/17/16 - 502219 Borosil Glass 47 08/05/16 - 500125 EID Parry 84 07/29/16 EIDPARRY
530011 Mangalore Chem. 42 09/20/16 MANGCHEFER 518091 Anjani Portland 16 09/03/16 - 500530 Bosch Ltd. 6 06/11/16 BOSCHLTD 523127 EIH Associated 51 07/27/16 EIHAHOTELS
512267 Media Matrix Worldwi 39 09/24/16 - 506260 Anuh Pharma Ltd 72 09/19/16 - 532929 Brigade Enterprises 24 09/18/15 BRIGADE 500840 EIH Ltd. 51 07/25/16 EIHOTEL
532819 MindTree Ltd. 23 07/12/16 MINDTREE 532259 Apar Industries 35 07/30/16 APARINDS 500825 Britannia Ind. 40 08/02/16 BRITANNIA 500123 Elantas Beck India L 19 05/26/16 -
526299 MphasiS Ltd. 23 10/21/16 MPHASIS 523694 Apcotex Industries L 80 08/01/16 APCOTEXIND 532321 Cadila Healthcar 72 07/25/16 CADILAHC 505700 Elecon Engg. 38 07/20/16 ELECON
534309 NBCC (India) 24 09/12/16 NBCC 533758 APL Apollo Tubes 53 09/12/16 APLAPOLLO 532834 Camlin Fine Sciences 19 08/01/16 CAMLINFINE 500128 Electrosteel Cas 15 09/03/16 ELECTCAST
533098 NHPC 75 09/10/16 NHPC 508869 Apollo Hospitals 50 08/01/15 APOLLOHOSP 511196 Can Fin Homes 45 07/08/16 CANFINHOME 533264 Electrosteel Steels 53 09/17/16 ESL
502420 Orient Paper 30 08/16/16 ORIENTPPR 500877 Apollo Tyres 89 08/03/16 APOLLOTYRE 532483 Canara Bank 44 07/16/16 CANBK 522074 Elgi Equipments 21 07/23/16 ELGIEQUIP
539889 Parag Milk Foods 40 - PARAGMILK 532914 Arcotech Ltd. 61 09/21/16 ARCOTECH 532938 Capital First 46 06/29/16 CAPF 531162 Emami Ltd. 40 07/28/16 EMAMILTD
532689 PVR Ltd. 39 09/22/16 PVR 516064 Arrow Greentech 74 09/23/16 ARROWGREEN 511505 Capital Trust Lt 46 09/20/16 - 533208 Emami Paper Mill 69 08/03/16 -
539978 Quess Corp 81 - QUESS 506074 Arshiya 56 07/23/16 ARSHIYA 524742 Caplin Point Lab 72 09/03/16 CAPLIPOINT 509525 Empire Inds. 47 07/23/16 -
534734 Ram Minerals & Chemi 19 09/21/16 - 500101 Arvind Ltd. 86 07/30/16 ARVIND 531595 Capri Global Capital 46 07/18/16 CGCL 532219 Energy Developme 75 09/23/16 ENERGYDEV
532988 Rane Engine Valve Lt 6 07/14/15 RANEENGINE 515030 Asahi India Glass 47 08/07/16 ASAHIINDIA 513375 Carborundum Uni. 37 07/23/15 CARBORUNIV 532178 Engineers India 77 09/09/16 ENGINERSIN
534597 RattanIndia Infra 52 09/24/15 RTNINFRA 535467 Ashapura Intimates F 86 09/02/15 AIFL 500870 Castrol India 58 04/29/16 CASTROLIND 532700 Entertainment Networ 39 07/28/16 ENIL
540065 RBL Bank 43 12/17/05 RBLBANK 527001 Ashapura Min. Lt 62 09/21/16 ASHAPURMIN 519600 CCL Products India 73 09/20/16 CCL 523754 EPC Industrie Ltd. 63 07/26/16 -
523445 Reliance Ind.Inf 77 05/24/16 RIIL 523716 Ashiana Housing Ltd. 24 08/11/16 ASHIANA 500878 Ceat Ltd. 89 08/02/16 CEATLTD 500133 Esab India 37 07/27/16 ESABINDIA
500325 Reliance Inds. 30 05/12/15 RELIANCE 500477 Ashok Leyland 8 07/15/16 ASHOKLEY 532885 Central Bank 44 06/25/16 CENTRALBK 500495 Escorts Ltd. 9 09/10/16 ESCORTS
526885 Sarla Performance Fi 86 09/24/16 SARLAPOLY 533271 Ashoka Buildcon Ltd. 24 08/01/16 ASHOKA 501150 Centrum Capital 46 09/24/16 - 533704 Essar Shipping 83 08/04/16 ESSARSHPNG
530549 Shilpa Medicare L 72 09/22/16 SHILPAMED 532888 Asian Granito India 18 09/17/16 ASIANTILES 517544 Centum Electronics L 33 07/30/16 CENTUM 500135 Essel Propack Ltd. 67 06/23/15 ESSELPACK
532815 SMS Pharmaceuticals 72 09/24/16 SMSPHARMA 500820 Asian Paints Ltd. 68 06/18/16 ASIANPAINT 500280 Century Enka 86 07/05/16 CENTENKA 500136 Ester India 67 09/18/16 ESTER
507514 Som Distilleries 11 09/21/16 SDBL 533138 Astec Lifesciences L 70 07/22/16 ASTEC 532548 Century Plyboard 54 08/25/16 CENTURYPLY 531508 Eveready Industr 25 07/18/16 EVEREADY
501061 State Bank Of Bi 44 05/07/16 SBBJ 532493 Astra Microwave 37 07/22/16 ASTRAMICRO 500040 Century Textiles 30 07/20/16 CENTURYTEX 532511 Excel Crop Care Ltd. 70 07/23/16 EXCELCROP
530759 Sterling Tools L 37 09/23/16 STERTOOLS 532830 Astral Poly Technik 74 09/02/16 ASTRAL 500084 CESC Ltd. 75 07/15/16 CESC 500650 Excel Industries 70 07/18/16 EXCELINDUS
532711 Sunil Hitech Enginee 77 09/16/16 SUNILHITEC 506820 AstraZeneca Pharma I 72 08/04/16 ASTRAZEN 500085 Chambal Fertilis 42 09/06/16 CHAMBLFERT 500086 Exide Inds. 6 07/13/16 EXIDEIND
532667 Suzlon Energy Ltd. 38 09/24/16 SUZLON 532759 Atlanta Ltd. 52 09/09/16 ATLANTA 500110 Chennai Petro. 78 09/01/16 CHENNPETRO 505790 Fag Bearings Ind 10 04/19/16 FAGBEARING
531426 T Nadu Newsprint 69 09/22/16 TNPL 531795 Atul Auto Ltd 5 09/10/16 ATULAUTO 526817 Cheviot Co Ltd 86 07/23/16 - 531599 FDC Ltd. 72 09/08/16 FDC
532301 Tata Coffee Ltd. 73 07/12/16 TATACOFFEE 524804 Aurobindo Pharma 72 08/25/15 AUROPHARMA 511243 Cholamandalam Invest 46 07/25/16 CHOLAFIN 500469 Federal Bank 43 08/02/16 FEDERALBNK
532540 Tata Consultancy 23 06/08/16 TCS 505036 AutoCorpn of Goa 6 07/07/16 - 534758 Cigniti Technologies 23 09/22/16 CIGNITITEC 505744 Federal-Mogul Goetze 6 08/20/16 FMGOETZE
532349 TCI Ltd. 88 10/29/16 TCI 505010 Automotive Axles 6 08/10/16 AUTOAXLES 500087 Cipla 72 09/15/16 CIPLA 590024 Fertilisers & Ch 42 09/25/15 FACT
500412 Thirumalai Chem. 19 07/23/16 TIRUMALCHM 512573 Avanti Feeds Lim 4 08/08/16 AVANTIFEED 532210 City Union Bank 43 08/13/16 CUB 532768 FIEM Industries 6 09/14/16 FIEMIND
532538 UltraTech Cement 16 07/07/16 ULTRACEMCO 519105 AVT Natural Prod 32 08/04/16 AVTNPL 506390 Clariant Chemicals ( 31 08/05/16 CLNINDIA 500144 Finolex Cables 13 08/30/16 FINCABLES
506690 Unichem Labs 72 07/18/16 UNICHEMLAB 532215 Axis Bank Ltd. 43 07/09/16 AXISBANK 533288 Claris Lifesciences 72 07/23/16 - 500940 Finolex Industri 71 07/30/16 FINPIPE
533171 United Bank of I 44 06/20/16 UNITEDBNK 532395 AXISCADES Engineer 23 08/28/15 AXISCADES 533278 Coal India Ltd. 62 09/12/16 COALINDIA 532809 Firstsource Solution 23 07/19/16 FSL
539331 V-Guard Ind.Ltd. 33 09/26/16 VETO 532719 B L Kashyap & Sons 24 09/22/16 BLKASHYAP 539436 Coffee Day Enterpris 87 - COFFEEDAY 533638 Flexituff Internatio 67 07/26/16 FLEXITUFF
523660 Waterbase Ltd. 4 09/24/15 - 532977 Bajaj Auto Ltd. 5 07/16/16 BAJAJ-AUTO 500830 Colgate Palm. 40 08/02/16 COLPAL 502865 Forbes & Company Ltd 86 08/20/16 -
507685 Wipro Ltd 23 07/13/16 WIPRO 533229 Bajaj Corp Ltd. 40 07/14/16 BAJAJCORP 531344 Container Corpor 88 09/07/16 CONCOR 500033 Force Motors 8 09/19/15 -
532648 YES Bank Ltd. 43 06/01/16 YESBANK 500031 Bajaj Electrical 25 07/30/16 BAJAJELEC 522295 Control Print Ltd. 87 08/02/16 CONTROLPR 532843 Fortis Healthcare 50 09/20/16 FORTIS
533287 Zee Learn Ltd. 23 09/13/16 ZEELEARN 500034 Bajaj Finance L 46 07/16/16 BAJFINANCE 506395 Coromandel Internati 42 07/16/16 COROMANDEL 530023 Fortune Financia 46 08/03/16 -
534742 Zuari Agro Chemicals 42 08/02/16 ZUARI 532978 Bajaj Finserv Ltd. 46 07/11/15 BAJAJFINSV 532179 Corporation Bank 44 06/24/16 CORPBANK 500150 Foseco India Lim 19 04/23/16 FOSECOIND
523395 3M India Ltd. 30 07/30/16 3MINDIA 500032 Bajaj HindusthanSuga 84 09/10/16 BAJAJHIND 508814 Cosmo Films 74 08/20/16 COSMOFILMS 533400 Future Consumer 63 08/23/16 FCEL
531925 52 Weeks Ent. 39 09/24/16 - 500490 Bajaj Holdings & Inv 46 07/16/16 BAJAJHLDNG 533144 Cox & Kings L 63 09/17/16 COX&KINGS 523574 Future Enterprises 79 08/20/15 FEL

42 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE
Code Closure Code Code Closure Code Code Closure Code Code Closure Code
536507 Future Lifestyle 79 08/20/15 FLFL 500104 Hind. Petrol 78 08/01/16 HINDPETRO 532617 Jet Airways 2 08/08/15 JETAIRWAYS 532313 Mahindra Lifespace D 24 07/22/16 MAHLIFE
507488 G M Breweries Ltd. 11 05/12/16 GMBREW 500185 Hind.ConstructionCo. 24 07/08/16 HCC 511034 Jindal Drilling 66 09/15/16 JINDRILL 590078 Maithan Alloys Ltd. 41 08/23/16 MAITHANALL
505714 Gabriel India 6 07/23/16 GABRIEL 500440 Hindalco Indus. 3 09/08/16 HINDALCO 500227 Jindal Poly Films 67 09/21/16 JINDALPOLY 539289 Majesco L 23 08/05/16 MAJESCO
532155 GAIL (India) Ltd. 66 09/10/16 GAIL 505982 Hinduja Foundries Lt 15 06/07/16 HINDUJAFO 500378 Jindal Saw 53 09/12/15 JINDALSAW 533169 Man Infraconstructio 24 08/05/16 MANINFRA
509550 Gammon India 24 09/14/16 GAMMONIND 532859 Hinduja Global Solut 23 09/21/16 HGS 532286 Jindal St & Pwr 53 07/19/16 JINDALSTEL 500268 Manali Petrochem 71 09/12/16 MANALIPETC
532959 Gammon Infrastructur 52 09/30/16 GAMMNINFRA 500189 Hinduja Ventures 23 09/15/16 HINDUJAVEN 532508 Jindal Stainless 53 12/15/15 JSL 531213 Manappuram Finance 46 07/31/15 MANAPPURAM
513108 Gandhi Special 53 07/27/16 GANDHITUBE 533217 Hindustan Media Vent 59 09/05/16 HMVL 539597 Jindal Stainless (Hi 53 09/19/16 JSLHISAR 502157 Mangalam Cement 16 09/12/16 MANGLMCEM
509557 Garware-Wall Rop 86 08/04/16 GARWALLROP 500191 HMT Ltd. 9 09/22/15 HMT 532644 JK Cement 16 07/28/16 JKCEMENT 500109 Mangalore Refine 78 08/28/16 MRPL
532622 Gateway Distriparks 63 09/12/16 GDL 522064 Honda Siel Power 34 08/05/16 HONDAPOWER 500380 JK Lakshmi Cement L 16 08/31/16 JKLAKSHMI 539207 Manpasand Beverage 11 09/03/16 MANPASAND
532345 Gati Ltd. 27 07/28/16 GATI 517174 Honeywell Automation 37 07/09/15 HONAUT 532162 JK Paper Ltd. 69 09/08/16 JKPAPER 503101 MarathonNextgenRea 24 09/19/16 MARATHON
532767 Gayatri Projects 24 09/23/16 GAYAPROJ 500193 Hotel Leela Ven. 51 09/17/16 HOTELEELA 530007 JK Tyre & Industries 89 08/27/16 JKTYRE 531642 Marico Ltd. 40 07/30/16 MARICO
532309 GE Power India 76 07/23/16 GEPIL 535217 HPC Biosciences Ltd. 1 09/07/16 - 523405 JM Financial Ltd. 46 05/25/16 JMFINANCIL 524404 Marksans Pharma 72 09/24/16 MARKSANS
522275 GE T&D India 76 07/20/16 GET&D 500187 HSIL Ltd. 18 09/01/16 HSIL 522263 JMC Projects 24 08/06/16 JMCPROJECT 532500 Maruti Suzuki India 7 09/02/16 MARUTI
530343 Genus Power Infrastr 33 09/02/16 GENUSPOWER 532799 Hubtown 24 09/23/16 HUBTOWN 513691 JMT Auto Ltd. 6 09/27/16 JMTAUTOLTD 500271 Max Financial Servic 46 09/21/16 MFSL
532285 Geojit BNP Paribas 46 07/28/15 GEOJITBNPP 509820 Huhtamaki PPL 67 04/29/16 PAPERPROD 523398 Johnson Controls-Hit 25 07/18/16 JCHAC 539981 Max India 67 09/21/16 MAXINDIA
532312 Geometric Ltd. 23 07/21/15 GEOMETRIC 500199 I G Petrochemicals L 19 08/25/16 IGPL 533148 JSW Energy Ltd. 75 07/13/16 JSWENERGY 522249 Mayur Uniquoters 74 07/05/16 MAYURUNIQ
511676 GIC Housing Fi 45 07/16/16 GICHSGFIN 532174 ICICI Bank 43 06/18/16 ICICIBANK 532642 JSW Holdings 46 06/28/16 JSWHL 532654 McLeod Russel 73 07/28/16 MCLEODRUSS
- GIR Natureview 51 09/28/16 GIRRESORTS 532835 ICRA Ltd. 81 08/09/16 ICRA 500228 JSW Steel 53 07/06/16 JSWSTEEL 534091 MCX 81 09/14/16 MCX
532715 Gitanjali Gems 29 09/17/16 GITANJALI 500116 IDBI Bank Ltd. 44 07/16/16 IDBI 533155 Jubilant Foodworks L 40 08/26/16 JUBLFOOD 532865 Meghmani Organics Lt 70 07/19/16 MEGH
500660 GlaxoSmithKline Phar 72 07/19/16 GLAXO 532822 Idea Cellular Ltd. 64 09/24/16 IDEA 530019 Jubilant Life Scienc 72 08/20/16 JUBILANT 523828 Menon Bearings L 10 07/18/16 MENONBE
500676 GlaxoSmithKlineConsu 40 07/28/16 GSKCONS 539437 IDFC Bank 43 07/21/16 IDFCBANK 535648 Just Dial 81 09/14/15 JUSTDIAL 539126 MEP Infrastructure 52 07/30/16 MEP
532296 Glenmark Pharma 72 08/05/16 GLENMARK 532659 IDFC L 46 07/25/15 IDFC 532926 Jyothy Laboratories 40 07/16/16 JYOTHYLAB 526235 Mercator Ltd. 30 07/23/16 MERCATOR
538595 Gloster L 86 08/24/16 - 505726 IFB Industries 25 07/16/16 IFBIND 500233 Kajaria Ceramics 18 08/18/16 KAJARIACER 500126 Merck Ltd. 72 04/26/16 MERCK
532754 GMR Infrastructure L 52 09/07/16 GMRINFRA 500106 IFCI Ltd. 46 09/22/16 IFCI 522287 Kalpataru Power 76 08/06/16 KALPATPOWR 540023 Millitoons Entertain 39 09/22/16 -
540124 GNA Axles 6 - GNA 532133 IFGL Refracto 63 08/18/15 IFGLREFRAC 532468 Kama Holdings Ltd. 46 09/21/16 - 538962 Minda Corporation 6 09/16/16 MINDACORP
506480 GOCL Corporation 58 09/16/16 GOCLCORP 517380 Igarashi Motors Indi 33 07/29/16 IGARASHI 500165 Kansai Nerolac Paint 68 06/16/16 KANSAINER 532539 Minda Industries 6 08/05/16 MINDAIND
500163 Godfrey Philips 40 09/20/16 GODFRYPHLP 532636 IIFL Holdings 46 07/23/16 IIFL 532652 Karnataka Bank 43 07/22/16 KTKBANK 526642 Mirza International 55 09/23/16 MIRZAINT
532424 Godrej Consumer Prod 40 08/08/16 GODREJCP 532907 IL&FS Engineering 24 09/19/16 IL&FSENGG 590003 Karur Vysya Bank 43 07/14/16 KARURVYSYA 513377 MMTC Ltd. 87 09/17/16 MMTC
500164 Godrej Industries Lt 40 08/04/15 GODREJIND 511208 IL&FS Investment Man 46 08/02/16 IVC 532899 Kaveri Seed Company 49 09/24/16 KSCL 539007 Modi Udyog 87 07/26/16 -
533150 Godrej Properties Lt 24 07/29/15 GODREJPROP 533177 IL&FS Transportation 88 08/02/16 IL&FSTRANS 539276 Kaya L 40 07/29/16 KAYA 533286 MOIL Ltd. 62 08/24/15 MOIL
538180 Goldline Intl. 46 09/21/16 - 509162 Indag Rubber 80 05/20/16 - 590066 KCP Ltd. 16 08/01/16 KCP 533080 Mold-Tek Packaging 74 09/13/16 MOLDTKPAC
500166 Goodricke Group 73 07/22/16 - 530005 India Cements Lt 16 08/23/16 INDIACEM 532714 KEC International Lt 76 07/23/16 KEC 513446 Monnet Ispat & Energ 53 09/23/16 MONNETISPA
500168 Goodyear India 89 08/25/16 - 500201 India Glycols 19 09/20/16 INDIAGLYCO 517569 KEI Industries 12 08/31/16 KEI 505343 Monotype India 46 09/23/15 -
532482 Granules India L 72 08/05/16 GRANULES 590065 India Motor Part 87 08/23/16 IMPAL 519602 Kellton Tech Solutio 23 12/09/15 KELLTONTEC 524084 Monsanto India 70 07/25/15 MONSANTO
509488 Graphite India Ltd. 36 08/04/16 GRAPHITE 532240 India Nippon Ele 6 08/21/16 INDNIPPON 505890 Kennametal India 37 11/08/16 - 538836 Monte Carlo Fashions 86 09/23/16 MONTECARLO
500300 Grasim Inds. 30 09/09/16 GRASIM - India Power Corp 75 09/05/15 DPSCLTD 524174 Kesar Petroprod. 19 09/22/16 - 500288 Morepen Labs.Lt 72 09/17/16 MOREPENLAB
505710 Grauer & Weil 19 08/06/16 - 532189 India Tourism De 51 09/26/16 - 502937 Kesoram Industri 30 07/22/16 KESORAMIND 517334 MothersonSumiSystems 6 08/29/16 MOTHERSUMI
500620 Great Eastern 83 08/05/16 GESHIP 532832 Indiabulls Real Esta 24 09/19/16 IBREALEST 524019 Kingfa Science & Tec 74 09/09/16 - 532892 Motilal Oswal Financ 46 08/03/15 MOTILALOFS
501455 Greaves Cotton 37 09/20/16 GREAVESCOT 532960 Indiabulls Ventures 46 09/08/16 IBVENTURES 532967 Kiri Industries 31 09/16/16 KIRIINDUS 532440 MPS Ltd. 59 06/28/16 MPSLTD
531737 Greencrest Financial 46 09/23/16 - 532814 Indian Bank 44 06/25/16 INDIANB 500241 Kirloskar Bros. 37 07/20/15 - 500290 MRF Ltd 89 08/05/16 MRF
538979 Greenlam Industries 54 08/18/16 GREENLAM 500850 Indian Hotels Co 51 08/17/16 INDHOTEL 533193 Kirloskar Elect 33 09/23/16 KECL 508922 MSR India 87 09/24/16 -
526797 Greenply Industr 54 07/08/16 GREENPLY 504741 Indian Hume Pipe 17 07/20/16 INDIANHUME 500245 Kirloskar Ferrou 53 07/19/16 - 534312 MT Educare Ltd. 81 09/22/16 MTEDUCARE
506076 Grindwell Norton 37 07/28/15 GRINDWELL 533047 Indian Metal & F 62 07/20/16 IMFA 505283 Kirloskar Pneumatic 21 07/23/15 - 500108 MTNL 64 09/24/16 MTNL
511288 GRUH Finance Li 45 06/14/16 GRUH 532388 Indian Overseas 44 07/12/16 IOB 521248 Kitex Garments 86 06/04/16 KITEX 500460 Mukand Ltd. 53 07/30/16 MUKANDLTD
500690 GSFC 42 09/03/16 GSFC 533329 Indian Terrain Fashi 86 09/24/16 INDTERRAIN 532942 KNR Constructions 24 09/24/16 KNRCON 520059 Munjal Auto Industr. 6 08/22/16 MUNJALAU
532775 GTL Infrastructure 85 09/23/15 GTLINFRA 521016 Indo Count Inds. 86 07/19/16 ICIL 523207 Kokuyo Camlin 30 07/25/16 KOKUYOCMLN 520043 Munjal Showa Ltd 6 08/13/16 MUNJALSHOW
530001 Guj. Alkalie & C 20 09/15/16 GUJALKALI 500207 Indo Rama Synth. 86 09/23/16 INDORAMA 532924 Kolte-Patil Develope 24 09/10/16 KOLTEPATIL 533398 Muthoot Finance 46 09/23/16 MUTHOOTFIN
524226 Guj. Amb.Exports 32 08/27/16 GAEL 532612 Indoco Remedies 72 07/22/16 INDOCO 500247 Kotak Mahindra Bank 43 07/16/16 KOTAKBANK 539917 Nagarjuna Fertilizer 42 09/23/16 NAGAFERT
523768 Guj. Borosil Ltd 47 08/03/16 - 532514 Indraprastha Gas Ltd 63 09/20/16 IGL 530299 Kothari Products 40 09/16/16 KOTHARIPRO 519136 Nahar Indust.Ent 86 09/17/16 NAHARINDUS
500173 Guj. Fluorochemi 19 09/19/16 GUJFLUORO 532150 Indraprastha Med 50 08/20/16 INDRAMEDCO 523323 Kovai Medical 50 08/20/16 - 500296 Nahar Spg Mills 86 09/10/16 NAHARSPING
517300 Guj. Industries 75 08/20/16 GIPCL 506222 INEOS Styrolution 71 08/06/16 INEOSSTYRO 532889 KPR Mill Ltd. 86 08/19/16 KPRMILL 532641 Nandan Denim 86 09/23/16 NDL
532181 Guj. Mineral Dev 62 09/23/16 GMDCLTD 539807 Infibeam Incorp 81 09/09/16 INFIBEAM 530813 KRBL Ltd. 87 08/30/16 KRBL 539551 Narayana Hrudayalaya 50 - NH
512579 Guj. NRE Coke 62 09/13/16 GUJNRECOKE 533154 Infinite Computer So 23 09/23/16 INFINITE 533482 Kridhan Infra 52 09/23/16 KRIDHANINF 524816 Natco Pharma 72 09/21/15 NATCOPHARM
539336 Gujarat Gas 57 09/23/16 GUJGASLTD 532777 Info Edge (India) 63 07/19/16 NAUKRI 500249 KSB Pumps Ltd. 37 04/16/16 KSBPUMPS 532234 National Alumini 3 09/29/16 NATIONALUM
500670 Gujarat Narmada Vall 42 08/27/16 GNFC 500210 Ingersoll Rand 21 07/19/16 INGERRAND 532997 KSK Energy Ventures 75 09/17/16 KSK 523630 National Fertilizers 42 09/21/16 NFL
533248 Gujarat Pipavav Port 82 08/05/16 GPPL 532706 Inox Leisure 39 09/17/16 INOXLEISUR 536170 Kushal Tradelink Ltd 69 06/02/16 - 500298 National Peroxid 19 07/29/16 -
532702 GujaratStatePetronet 71 09/16/16 GSPL 539083 Inox Wind Ltd. 38 09/16/16 INOXWIND 531882 Kwality 40 09/24/16 KWALITY 513023 Nava Bharat Ventures 30 07/27/16 NBVENTURES
538567 Gulf Oil Lubricants 58 09/02/16 GULFOILLUB 532851 Insecticides (India) 70 09/17/16 INSECTICID 500510 L&T 30 08/20/16 LT 532504 Navin Fluorine Inter 19 07/19/16 NAVINFLUOR
532708 GVK Power & Infrastr 75 08/09/16 GVKPIL 538835 Intellect Design 23 07/11/16 INTELLECT 533519 L&T Finance Holdings 46 08/17/16 L&TFH 539332 Navkar Corporation L 56 09/24/16 NAVKARCORP
590043 Harita Seating Syst. 6 08/05/15 HARITASEAT 539448 InterGlobe Aviation 2 09/15/16 INDIGO 540115 L&T Technology Serv 37 - LTTS 508989 Navneet Education 59 09/23/15 NAVNETEDUL
533162 Hathway Cable & Data 39 08/13/16 HATHWAY 502330 International Paper 69 08/21/15 IPAPPM 526947 La Opala RG Ltd. 47 08/03/16 LAOPALA 500294 NCC 24 08/10/16 NCC
531531 Hatsun Agro Prod 40 08/17/16 HATSUN 533181 Intrasoft Technologi 23 09/02/16 ISFT 500252 Lakshmi Machines 38 07/29/16 LAXMIMACH 502168 NCL Industries 16 09/14/16 NCLIND
517354 Havells India 33 07/01/16 HAVELLS 524164 IOL Chemicals and Ph 19 09/21/16 IOLCP 534690 Lakshmi Vilas Ba 43 06/04/16 LAKSHVILAS 532529 NDTV 39 07/27/16 NDTV
508486 Hawkins Cookers 25 07/28/16 - 524494 Ipca Laboratorie 72 08/06/16 IPCALAB 532778 Lanco Infratech Ltd. 52 09/22/16 LITL 532649 Nectar Lifesciences 72 09/24/16 NECLIFE
517271 HBL Power Systems Lt 33 09/23/16 HBLPOWER 532947 IRB Infrastructure D 24 09/19/15 IRB 500250 LG Balakrishnan&Bros 6 07/08/16 LGBBROSLTD 532864 Nelcast Ltd. 15 07/30/16 NELCAST
500179 HCL Infosystem 22 09/26/16 HCL-INSYS 533033 ISGEC Heavy Eng 38 07/30/16 - 500253 LIC Housing Fi 45 08/11/16 LICHSGFIN 505355 Nesco Ltd. 30 08/05/16 NESCO
532281 HCL Technologies 23 09/20/16 HCLTECH 500875 ITC Ltd. 40 06/01/16 ITC 523457 Linde India 63 05/10/16 LINDEINDIA 500790 Nestle India 40 05/20/16 NESTLEIND
500010 HDFC 45 07/19/16 HDFC 509496 ITD Cementation Indi 24 05/06/16 ITDCEM 517518 Lloyd Electric 25 08/20/16 LLOYDELENG 532798 Network 18 Media & I 46 09/26/16 NETWORK18
500180 HDFC Bank 43 07/04/15 HDFCBANK 523610 ITI 85 09/13/16 ITI 532783 LT Foods Ltd. 87 09/14/16 DAAWAT 524558 Neuland Laborat 72 08/08/16 NEULANDLAB
532873 HDIL 24 09/24/16 HDIL 506943 J B Chemicals & Phar 72 08/16/16 JBCHEPHARM 532796 Lumax Auto Technolog 6 08/16/16 LUMAXTECH 500304 NIIT Ltd. 23 07/23/16 NIITLTD
509631 HEG Ltd. 36 09/22/16 HEG 532940 J Kumar Infraproject 24 09/14/16 JKIL 517206 Lumax Inds. 6 08/01/16 LUMAXIND 532541 NIIT Technologies 23 07/26/16 NIITTECH
500292 Heidelberg Cement In 16 09/15/16 HEIDELBERG 532705 Jagran Prakashan 59 09/16/16 JAGRAN 500257 Lupin Ltd. 72 07/27/16 LUPIN 530377 Nila Infrastructures 24 09/03/16 NILAINFRA
505720 Hercules Hoists 37 08/06/16 HERCULES 512237 Jai Corp Ltd. 53 09/15/16 JAICORPLTD 539542 Lux Industries 86 09/20/16 LUXIND 523385 Nilkamal Ltd. 74 07/29/15 NILKAMAL
519552 Heritage Foods 40 08/11/16 HERITGFOOD 500219 Jain Irrigation 63 09/19/16 JISLJALEQS 522241 M M Forgings Ltd. 15 08/31/16 MMFL 500307 Nirlon 63 09/09/16 -
500182 Hero MotoCorp 5 09/17/16 HEROMOTOCO 532627 Jaiprakash Power Ven 75 09/19/16 JPPOWER 532720 M&M Fin.Services 46 07/16/16 M&MFIN 532854 Nitin Fire Protectio 37 09/23/16 NITINFIRE
532129 Hexaware Technologie 23 08/30/16 HEXAWARE 532209 Jammu & Kashmir Bank 4 3 07/13/16 J&KBANK 507836 Mac Charles 51 09/22/16 - 513683 NLC India L 75 09/09/16 NLCINDIA
524735 Hikal Ltd. 72 08/04/16 HIKAL 520051 Jamna Auto Inds. 6 08/06/16 JAMNAAUTO 500264 Mafatlal Ind 86 08/05/16 - 526371 NMDC Ltd. 62 09/24/16 NMDC
500183 Himachal F. Comm 85 09/23/16 HFCL 520066 Jay Bharat Marut 6 08/27/16 JAYBARMARU 524000 Magma Fincorp Ltd. 46 07/29/16 MAGMA 500730 NOCIL Ltd. 71 07/21/16 NOCIL
500184 Himadri Speciality 19 09/17/16 HSCL 524330 Jayant Agro Org 19 09/07/16 JAYAGROGN 500266 Maha. Scooters 5 07/11/15 MAHSCOOTER 500672 Novartis 72 07/16/15 -
514043 Himatsingka Seid 86 09/10/16 HIMATSEIDE 522285 Jayaswal Neco Indust 15 09/22/16 JAYNECOIND 500265 Maha. Seamless 53 09/15/16 MAHSEAMLES 530367 NRB Bearings Lim 10 08/17/16 NRBBEARING
509635 Hind. Composites 6 09/02/16 HINDCOMPOS 533207 Jaypee Infratech Ltd 24 09/24/16 JPINFRATEC 539957 Mahanagar Gas 57 09/17/16 MGL 532555 NTPC 75 09/10/16 NTPC
513599 Hind. Copper 61 09/20/16 HINDCOPPER 514034 JBF Industries 86 09/22/16 JBFIND 500520 Mahi. & Mahi 7 07/23/16 M&M 531209 Nucleus Software 23 07/02/16 NUCLEUS
515145 Hind. NationalGl 47 09/21/16 HINDNATGLS 532605 JBM Auto 6 08/27/16 JBMA 532756 Mahindra CIE Auto 15 05/11/16 MAHINDCIE 533273 Oberoi Realty 24 06/27/15 OBEROIRLTY
500186 Hind. Oil Explor 66 09/20/16 HINDOILEXP 500223 JCT Ltd. 86 09/23/15 - 533088 Mahindra Holidays 51 07/23/16 MHRIL 502165 OCL India Limi 16 09/14/16 OCL

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 43


Databank Company Index
Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE Ticker Company Ind. Book NSE
Code Closure Code Code Closure Code Code Closure Code Code Closure Code
533106 Oil India Ltd. 66 09/17/16 OIL 504341 Ravindra Energy Ltd. 46 09/21/16 - 532725 Solar Industries Ind 63 09/17/16 SOLARINDS 522113 Timken India Ltd 10 08/04/16 TIMKEN
531092 OM Metals Infraproje 77 09/26/16 OMMETALS 500330 Raymond Ltd 86 05/28/16 RAYMOND 531548 Somany Ceramics Ltd. 18 08/23/16 SOMANYCERA 504966 Tin Plate Co. 61 06/16/16 TINPLATE
532880 Omaxe Ltd. 24 09/24/16 OMAXE 532805 Redington (India) Lt 22 07/21/16 REDINGTON 520057 Sona Koyo Steer. 6 07/30/16 SONASTEER 532966 Titagarh Wagons Ltd. 38 09/19/15 TWL
500312 ONGC 66 09/02/16 ONGC 530517 Relaxo Footwears 55 09/09/16 RELAXO 532221 Sonata Software 23 07/24/15 SONATSOFTW 500114 Titan Company 25 07/26/16 TITAN
532944 OnMobile Global Ltd. 64 09/07/16 ONMOBILE 500111 Reliance Capital 46 09/17/16 RELCAPITAL 532218 South Indian Ban 43 07/02/16 SOUTHBANK 500420 Torrent Pharmac 72 06/17/15 TORNTPHARM
530135 Optiemus Infracom 85 09/24/16 - 533107 Reliance Def.& Eng. 82 08/13/16 RDEL 590030 SPIC 42 09/12/16 SPIC 532779 Torrent Power Ltd. 75 06/15/15 TORNTPOWER
532466 Oracle Financial Ser 23 09/01/16 OFSS 500390 Reliance Infrastruct 75 09/17/16 RELINFRA 500285 Spicejet Ltd. 2 12/22/15 - 526650 Tourism Finance 46 09/19/16 TFCILTD
513121 Oricon Enterprises L 67 08/11/16 ORICONENT 532939 Reliance Power L 75 09/17/16 RPOWER 533121 SQS India BFSI 23 07/23/16 SQSBFSI 532928 Transformers & Recti 76 09/10/16 TRIL
535754 Orient Cement Ltd. 16 07/19/16 ORIENTCEM 532712 RelianceCommu.Ltd 64 09/17/16 RCOM 523756 SREI Infrastructure 46 07/29/16 SREINFRA 500251 Trent Ltd. 79 08/03/16 TRENT
533263 Orient Green Power C 75 08/08/16 G REENPOWER 532915 Religare Enterprises 46 08/29/16 RELIGARE 503806 SRF Ltd. 86 08/01/16 SRF 534369 Tribhovandas Bhimji 29 09/13/16 TBZ
534076 Orient Refractories 63 09/15/16 ORIENTREF 535322 Repco Home Finance L 45 09/16/16 REPCOHOME 530943 Sri Adhikari Bro 39 09/24/16 SABTN 521064 Trident Ltd. 86 08/20/16 TRIDENT
500315 Oriental Bank of 44 06/17/16 ORIENTBANK 532687 Repro India Ltd. 59 08/01/16 REPRO 513605 Srikalahasthi Pipes 53 08/22/16 SRIPIPES 532356 Triveni Eng.&Ind.Ltd 84 09/21/15 TRIVENI
506579 Oriental Carbon 14 07/16/16 OCCL 505509 Responsive Industrie 74 09/03/16 RESPONIND 533305 SRS Real Infrastruct 24 09/26/16 - 533655 Triveni Turbine 34 08/04/15 TRITURBINE
500314 Oriental Hotels 51 07/19/16 ORIENTHOT 520008 Rico Auto Inds. 6 09/17/16 RICOAUTO 531723 Stampede Capital 46 09/26/16 STAMPEDE 507747 TTK Healthcare Ltd. 72 08/01/16 TTKHLTCARE
531859 Oriental Veneer 54 09/24/16 - 502448 Rollatainers Ltd 67 09/17/16 - 536666 Star Ferro & Cement 41 09/06/16 SFCL 517506 TTK Prestige L 25 08/01/16 TTKPRESTIG
590086 Orissa Minerals Deve 62 09/20/16 ORISSAMINE 500366 Rolta India 23 08/18/16 ROLTA 532200 State Bank Of My 44 05/07/16 MYSOREBANK 504973 Tube Investments 28 07/22/16 TUBEINVEST
539015 Ortel Communications 39 07/22/16 ORTEL 532983 RPG Life Sciences 72 07/21/16 RPGLIFE 512531 State Trading 87 09/22/16 STCINDIA 532515 TV Today Network Ltd 39 08/25/16 TVTODAY
539290 Oswal Green Tech 46 09/23/16 BINDALAGRO 533284 RPP Infra Projects L 24 09/03/16 RPPINFRA 532191 StateBnkOfTravan 44 05/07/16 SBT 540083 TV Vision 39 - TVVISION
500459 P&G Hygiene&Health 40 11/26/16 PGHH 500350 RSWM Ltd. 86 09/21/16 RSWM 500113 Steel Authority 53 08/23/16 SAIL 532800 TV18 Broadcast 39 09/26/16 TV18BRDCST
532827 Page Industries Ltd. 86 08/05/16 PAGEIND 503169 Ruby Mills 86 09/16/16 RUBYMILLS 534748 Steel ExchangeIndia 53 09/24/16 - 532343 TVS Motor Co. Ltd. 5 07/28/15 TVSMOTOR
531349 Panacea Biotec L 72 09/24/16 PANACEABIO 500368 Ruchi Soya Inds. 32 09/21/15 RUCHISOYA 513262 Steel Strips Wheels 6 09/24/16 SSWL 509243 TVS Srichakra Lt 89 09/16/16 TVSSRICHAK
532780 Parsvnath Developers 24 09/23/16 PARSVNATH 533552 Rupa & Company L 86 09/09/15 RUPA 532374 Sterlite Technologie 13 08/27/16 STRTECH 532505 UCO Bank 44 06/23/16 UCOBANK
531120 Patel Engg. Ltd. 24 09/22/15 PATELENG 532955 Rural Electrific 46 08/24/16 RECLTD 504959 Stovec Indus. 38 05/19/16 - 530131 Udaipur Cement Works 16 09/10/16 -
534809 PC Jeweller L 29 09/13/16 PCJEWELLER 533470 Rushil Decor Ltd. 54 09/17/16 RUSHIL 532531 Strides Shasun L 72 07/23/16 STAR 500148 Uflex Ltd. 67 07/26/16 UFLEX
538730 PDS Multi. Fashions 86 09/22/16 PDSMFL 539450 S H Kelkar & Company 19 08/01/16 SHK 526951 Stylam Industries 54 09/23/16 - 539141 UFO Moviez India Ltd 39 09/07/16 UFO
503031 Peninsula Land L 24 07/30/16 PENINLAND 540048 S P Apparels Ltd. 86 - SPAL 532348 Subex Ltd. 23 09/06/16 SUBEX 530363 Ugar Sugar Works 84 09/12/16 UGARSUGAR
539333 Pennar Engineered Bu 37 09/23/16 PENPEBS 532710 Sadbhav Engineering 24 09/17/16 SADBHAV 517168 Subros Ltd. 6 07/30/16 SUBROS 533644 Ujaas Energy 35 09/16/16 UJAAS
513228 Pennar Industrie 53 09/23/16 PENIND 539346 Sadbhav Infrastructu 77 09/22/16 SADBHIN 506655 Sudarshan Chem. 31 08/01/16 SUDARSCHEM 539874 Ujjivan Financial 46 08/04/16 UJJIVAN
533179 Persistent Systems 23 07/19/16 PERSISTENT 523025 Safari Indus. 74 08/05/16 - 533306 Summit Securities 46 09/21/16 SUMMITSEC 506685 Ultramarine Pig. 31 08/01/16 -
532522 PetronetLNG 71 09/15/16 PETRONET 502090 Sagar Cements 16 09/22/16 SAGCEM 532872 Sun Pharma Advanced 63 07/23/16 SPARC 532477 Union Bank of In 44 06/21/16 UNIONBANK
500680 Pfizer Ltd. 72 06/29/16 PFIZER 515043 Saint-Gobain Sekurit 47 07/22/16 - 524715 Sun Pharma. 72 09/10/16 SUNPHARMA 500429 Uniphos Enterprises 87 06/18/16 UNIENTER
506590 Phillips Carbon 14 07/15/16 PHILIPCARB 507315 Sakthi Sugars 84 09/21/16 SAKHTISUG 532733 Sun TV Network Ltd. 39 09/16/16 SUNTV 532646 Uniply Industries 54 09/23/16 UNIPLY
517296 Phoenix Lamps 6 09/21/16 PHOENIXLL 526725 Sandesh 59 09/23/16 SANDESH 520056 Sundaram Clayton 6 08/19/15 SUNCLAYLTD 507878 Unitech Ltd. 24 09/07/16 UNITECH
503100 Phoenix Mills 24 09/02/16 PHOENIXLTD 504918 Sandur M & I Ore 62 09/08/16 - 500403 Sundaram Fasten. 6 08/12/16 SUNDRMFAST 532478 United Breweries Ltd 11 09/01/16 UBL
523642 PI Industries 70 09/02/16 PIIND 514234 Sangam India Ltd 86 09/24/16 SANGAMIND 590071 Sundaram Finance 46 07/08/16 SUNDARMFIN 532432 United Spirits 11 09/22/14 MCDOWELL-N
500331 Pidilite Inds. 19 08/26/16 PIDILITIND 526521 Sanghi Industrie 17 09/29/15 SANGHIIND 500404 Sunflag Iron 53 09/17/16 SUNFLAG 512070 UPL 70 06/18/16 UPL
539883 Pilani Investmen 46 09/09/16 PILANIINVS 530073 Sanghvi Movers L 38 09/08/16 SANGHVIMOV 535141 Sunstar Realty Devel 24 09/19/16 - 517146 Usha Martin Ltd. 53 08/02/16 USHAMART
500302 Piramal Enterprises 72 07/30/15 PEL 500674 Sanofi India 72 04/19/16 SANOFI 512179 Sunteck Realty Ltd. 24 09/26/16 SUNTECK 511736 Ushdev Internati 87 08/27/16 -
523648 Plastiblends Ind 74 07/15/16 PLASTIBLEN 504614 Sarda Energy & Miner 53 08/10/15 SARDAEN 532509 Suprajit Enginee 6 09/21/16 SUPRAJIT 513216 Uttam Galva Steels 53 08/24/15 UTTAMSTL
532366 PNB Gilts Ltd. 46 09/10/16 PNBGILTS 532663 Sasken Comm.Tech. 23 09/12/15 SASKEN 509930 Supreme Inds. 74 06/22/16 SUPREMEIND 539123 V B Industries 46 09/15/16 -
539150 PNC Infratech 24 09/24/16 PNCINFRA 526093 Sathavahana Ispa 53 09/16/16 SATHAISPAT 500405 Supreme Petroche 71 08/22/16 SUPPETRO 534976 V Mart Retail 79 09/22/16 VMART
539347 Pneumatic Holdings 46 08/08/16 PNEUMATIC 539404 Satin Creditcare 46 07/23/16 SATIN 500336 Surya Roshni Ltd 53 09/06/16 SURYAROSNI 533269 Va Tech Wabag Ltd. 37 07/16/16 WABAG
523628 Poddar Housing & Dev 24 07/29/16 - 502175 Saurashtra Cemen 16 08/17/16 - 532782 Sutlej Textiles & In 86 08/21/16 SUTLEJTEX 532156 Vaibhav Global Ltd. 29 07/21/16 VAIBHAVGBL
532486 Pokarna Ltd. 48 09/10/16 POKARNA 524667 Savita Oil Tech 71 09/17/16 SOTL 530239 Suven Life Sciences 72 08/08/16 SUVEN 511431 Vakrangee 23 09/26/16 VAKRANGEE
532254 Polaris Consulting 23 06/28/16 POLARIS 500112 SBI 44 06/07/16 SBIN 503310 Swan Energy Ltd. 86 09/15/16 SWANENERGY - Vardhman Acrylics Lt 86 08/07/15 VARDHACRLC
531768 Poly Medicure Lt 60 09/21/16 POLYMED 534139 Schneider Electric 33 09/17/16 SCHNEIDER 500407 Swaraj Engines 37 07/09/16 SWARAJENG 500439 Vardhman Holdings 46 08/13/16 VHL
524051 Polyplex Corpn. 67 09/24/16 POLYPLEX 532900 SE Investments 46 09/24/16 SEINV 517385 Symphony 25 08/03/16 SYMPHONY 502986 Vardhman Textiles Lt 86 08/29/16 VTL
532810 Power Finance Co 46 08/13/16 PFC 512529 Sequent Scientific 72 09/19/16 SEQUENT 532276 Syndicate Bank 44 06/18/16 SYNDIBANK 533156 Vascon Engineers Ltd 24 09/23/15 VASCONEQ
532898 Power Grid Corpo 76 09/10/16 POWERGRID 502450 Seshasayee Paper 69 07/16/16 SESHAPAPER 539268 Syngene Internationa 63 - SYNGENE 500295 Vedanta 62 06/25/16 VEDL
539302 Power Mech Projects 77 09/26/16 POWERMECH 505075 Setco Automotive 6 09/22/16 SETCO 532390 Taj GVK Hotels & Res 51 07/30/16 TAJGVK 523261 Venky’s (India) Ltd. 49 09/12/16 VENKEYS
539351 Prabhat Dairy 40 09/23/16 PRABHAT 501423 Shaily Engineering P 74 07/26/16 - 532890 Take Solutions Ltd. 23 08/20/16 TAKE 520113 Vesuvius India 63 04/29/15 VESUVIUS
522205 Praj Industries 38 07/31/15 PRAJIND 522034 Shanthi Gears 6 07/16/16 SHANTIGEAR 533200 Talwalkars Better Va 63 09/03/16 TALWALKARS 511389 Videocon Industries 25 06/15/16 VIDEOIND
506022 Prakash Indus. 30 09/27/16 PRAKASH 538666 Sharda Cropchem 70 08/27/16 SHARDACROP 532790 Tanla Solutions 23 09/05/16 TANLA 532401 Vijaya Bank 44 06/18/16 VIJAYABANK
539636 Precision Camshafts 6 09/18/16 PRECAM 535602 Sharda Motor Ind 6 09/01/16 SHARDAMOTR 519091 Tasty Bite 40 08/27/16 - 524200 Vinati Organics 19 07/27/16 VINATIORGA
533274 Prestige Estates Pro 24 09/20/16 PRESTIGE 538685 Shemaroo Entertainme 39 09/20/16 SHEMAROO 500770 Tata Chemicals 20 08/04/16 TATACHEM 517015 Vindhya Telelink 13 08/12/16 VINDHYATEL
526109 Pricol Ltd. 6 08/13/16 PRICOL 533389 Shilpi Cable Technol 13 09/24/16 SHILPI 500483 Tata Communications 64 07/25/16 TATACOMM 507880 VIP Indus. 74 07/18/16 VIPIND
532748 Prime Focus 39 09/26/16 PFOCUS 523598 Shipping Corpn. 83 09/20/16 SCI 500408 Tata Elxsi Ltd. 23 07/19/16 TATAELXSI 511726 Vipul Ltd. 24 09/18/16 VIPULLTD
500338 Prism Cement Lim 16 08/17/16 PRISMCEM 511108 Shiva Texyarn Ltd. 86 09/22/16 SHIVTEX 500800 Tata Global Beverage 73 08/10/16 TATAGLOBAL 532660 Vivimed Labs 72 09/26/16 VIVIMEDLAB
534675 Prozone Intu Propert 24 09/24/15 PROZONINTU 532776 Shivam Autotech Ltd. 6 09/22/16 SHIVAMAUTO 501301 Tata Investment 46 07/30/16 TATAINVEST 532757 Voltamp Transformers 76 08/01/16 VOLTAMP
505502 PS IT Infrastructure 46 09/13/16 - 532638 Shoppers Stop 79 07/25/16 SHOPERSTOP 513434 Tata Metaliks 53 06/23/16 TATAMETALI 500575 Voltas Ltd. 30 08/09/16 VOLTAS
532524 PTC India 75 09/16/16 PTC 500387 Shree Cement 16 08/08/16 SHREECEM 500570 Tata Motors Ltd. 8 07/20/16 TATAMOTORS 539118 VRL Logistics Ltd. 56 08/01/15 VRLLOG
533344 PTC India Financial 46 09/16/16 PFS 539334 Shree Pushkar Chemic 19 08/03/16 SHREEPUSHK 500400 Tata Power Co. 75 09/09/16 TATAPOWER 509966 VST Industries 40 08/04/16 VSTIND
509220 PTL Enterprises 89 07/28/16 PTL 532670 Shree Renuka Sugars 84 09/20/16 RENUKA 513010 Tata Sponge Iron 53 07/06/16 TATASPONGE 531266 VST Tillers Tr 9 08/23/16 VSTTILLERS
532693 Punj Lloyd 24 08/03/16 PUNJLLOYD 520151 Shreyas Shipping & L 83 07/14/16 SHREYAS 500470 Tata Steel 53 07/30/16 TATASTEEL 533023 WABCO India 6 07/27/16 WABCOINDIA
533295 Punj. & Sind Ban 44 06/22/16 PSB 532498 Shriram City Uni 46 07/22/16 SHRIRAMCIT 532371 Tata Teleservices (M 64 08/22/16 TTML 507410 Walchandnagar 38 02/07/15 WALCHANNAG
532461 Punj. NationlBak 44 06/25/16 PNB 532945 Shriram EPC Ltd. 77 09/12/16 SHRIRAMEPC 523301 TCPL Packaging 59 08/02/16 - 532144 Welspun Corp 53 06/27/16 WELCORP
532891 Puravankara Projects 24 09/20/16 PURVA - Shriram Pistons 6 - SHRIPISTON 533553 TD Power Systems Ltd 34 09/16/16 TDPOWERSYS 532553 Welspun Enterprises 24 09/22/16 WELENT
539678 Quick Heal Technolog 23 07/25/16 QUICKHEAL 511218 Shriram Trans.Fi 46 07/20/16 SRTRANSFIN 539658 TeamLease Service 63 07/27/16 TEAMLEASE 514162 Welspun India 86 06/27/16 WELSPUNIND
532735 R Systems Internat. 23 06/09/16 RSYSTEMS 511411 Shristi Infrastructu 24 09/17/16 - 532755 Tech Mahindra Ltd. 23 07/30/16 TECHM 500444 West Coast Paper 69 08/20/16 WSTCSTPAPR
532497 Radico Khaitan Ltd. 11 07/06/16 RADICO 520086 Sical Logistics 56 07/22/16 SICAL 533281 Techno Electric & En 38 08/01/16 TECHNO 505533 Westlife Development 51 09/24/16 -
500339 Rain Industries 16 04/29/16 RAIN 500550 Siemens Ltd. 37 01/23/16 SIEMENS 532804 Technocraft Industri 53 09/26/16 TIIL 590073 Wheels India Ltd. 6 08/01/16 WHEELS
532503 Rajapalayam Mill 86 08/07/15 - 512131 Signet Industries 71 09/24/16 SIGNET 505400 Texmaco Infrastructu 24 09/20/16 TEXINFRA 500238 Whirlpool of Ind 25 09/06/16 WHIRLPOOL
531500 Rajesh Exports L 29 09/24/16 RAJESHEXPO 523838 Simplex Infrastructu 24 09/14/16 SIMPLEXINF 533326 Texmaco Rail & Engin 38 09/20/16 TEXRAIL 526586 Wim Plast Ltd 74 08/17/15 -
500355 Rallis India 70 06/14/16 RALLIS 502742 Sintex Industrie 30 08/22/15 SINTEX 531373 The Byke Hospitality 51 09/13/16 BYKE 532300 Wockhardt Ltd. 72 08/06/16 W OCKPHARMA
532369 Ramco Industries 17 09/17/15 RAMCOIND 532795 SITI Networks 39 09/21/16 SITINET 522073 The Hi-Tech Gears 6 09/17/16 HITECHGEAR 538268 Wonderla Holidays Lt 63 07/26/16 WONDERLA
532370 Ramco Systems Lt 23 08/06/15 RAMCOSYS 503811 Siyaram Silk 86 09/07/16 SIYSIL 500260 The Ramco Cements 16 07/31/15 RAMCOCEM 532616 Xchanging Solutions 23 06/21/16 XCHANGING
532527 Ramkrishna Forgings 15 09/17/16 RKFORGE 533206 SJVN Ltd. 75 09/16/16 SJVN 530199 Themis Medicare Ltd. 72 09/08/16 THEMISMED 511012 Yamini Investments 46 09/24/16 -
532661 Rane (Madras) 6 07/24/15 RML 500472 SKF India 10 07/12/16 SKFINDIA 500411 Thermax 37 08/01/16 THERMAX 505537 Zee Entertainment En 39 07/11/15 ZEEL
532987 Rane Brake Lining Lt 6 07/13/15 RBL 539861 SKIL Infrastructure 24 09/21/16 SKIL 500413 Thomas Cook (I) 63 08/26/16 THOMASCOOK 532794 Zee Media Corp 39 08/01/15 ZEEMEDIA
505800 Rane Holdings Ltd. 46 08/05/15 RANEHOLDIN 538562 Skipper Ltd. 37 08/02/16 SKIPPER 539871 Thyrocare Tech. 50 09/05/16 THYROCARE 533339 Zen Technologies Ltd 23 09/17/16 ZENTEC
524230 Rashtriya Chemicals 42 09/17/16 RCF 505192 SML Isuzu Ltd. 8 07/30/16 SMLISUZU 590005 Tide Water Oil 58 09/22/16 TIDEWATER 504067 Zensar Technologies 23 07/13/16 ZENSARTECH
520111 Ratnamani Metals 53 08/18/16 RATNAMANI 538635 Snowman Logistics Lt 56 09/12/16 SNOWMAN 532856 Time Technoplast Ltd 67 09/23/16 TIMETECHNO 505163 ZF Steering Gear 6 09/26/16 -
533122 RattanIndia Power 75 09/24/16 RTNPOWER 532784 Sobha 24 07/23/16 SOBHA 500414 Timex Group India 25 08/01/16 - 531335 Zydus Wellness Ltd. 40 07/25/16 ZYDUSWELL

44 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Special Report

Strike Gold: This Dhanteras & Everyday


Yogesh Supekar, Abhijeet Gosavi and Karan Bhojwani team up to dig gold—then they come up with this bright,
shinning report taking you on an interesting journey to strike gold

I
t is a mere co-incidence that when outperforming Indian equity indices Investment demand of 1,064 tonnes
you read this on October 28, you over one-year period. This is despite
will also be celebrating Dhanteras Indian equity indices being the best (t) accounted for almost half of
on the same day- the auspicious performing indices, globally being overall gold demand during the first
day when people oblate to be ranked 4th only after Brazil, Argentina six months of 2016. Western
blessed with prosperity. But it is not a and Russia if we consider the
co-incidence that the precious yellow performance since March this year. In the investors generated the bulk of this
metal has outperformed Indian equity chart below we can see the negative investment.
indices yet again this year. Taking the correlation between Gold prices and
cues, we have prepared this report for our equity indices in India. Source : World Gold Council
reader-investors guiding them further on
the journey to strike gold. Gold prices and equity indices as seen in this chart shown
Come festive season in India demand for
signs of negative correlations.
gold gains traction after a dull season due
to monsoon. Everyone in India discusses
gold prices whether he ends up buying
the bright metal or not. Gold has long
captured human imagination and it’s a
global phenomenon and still catching up
further. Demand for gold has picked up
recently and what can surprise many is
the data on pick-up in demand in the
form of investments in gold from the
western countries.

Gold price has gained handsomely

46 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


GOLD DEMAND:
Chirag Mehta
For countries like India and China the Sr. Fund Manager, Alternative
increasing gold demand is closely
correlated with increasing income or Investments, Quantum AMC
wealth. In other countries, especially Gold ETF in India
Gold Demand What we have seen is demand for gold ETF moves, is in line with the
Tonnes Q2 2016 Year to physical demand. Whenever there is high demand for physical gold, the
YoY Date overall demand for gold is high, and that point of time the demand for
Gold Demand + 15 % + 18 %
Gold ETF is also seen which suggests us that some are choosing Gold ETF
Jewellery -14 % - 17 %
as a vehicle to buy Gold. The approximate investments in Gold ETF in
Technology -3% -3%
Investments 141 % 127% India is `6000 crore.
Central banks& other institution -40% -23%
Supply + 10% +8% As the awareness of Gold ETF increases more people are expected to shift
to Gold ETF as a form of buying as compared to physical gold because
western nations jewellery and technology
demand are positively correlated to you see the cost efficiencies of the gold ETF are much higher compared to
economic growth. the traditional form of buying gold like jewellery , coins or bars.

Gold, owing to its various features such Why Gold ETF


as malleability, ductility and resistance to Gold ETFs are one of the best financial innovations that we have seen,
corrosion has some unique industrial because they allow a retail investor even buying half a gram of gold at
demand and usage. prices which are closer to the prices at which tons and tons of gold get
exchanged between a Gold producer or a miner and a bullion bank. So the
Gold demand in Q2 was healthy taking
cues from the trend in previous quarter. transaction is taking place between a gold miner who produces gold and a
Globally demand for expensive jewellery bullion bank that buys wholesale gold from the gold miner directly, and at
those kind of prices you are able to buy half a gram of Gold. That really
Total bar & coin demand translates into the wholesale price efficiency taken in to the retail level. It
Tonnes Q2'15 Q2'16 Year on Year to date
Year change change was not possible before with the physical form in any form you would
World Total 209.1 211.6 1% 4% have bought.
India 37.7 33.1 -12% -12%
China 45.1 40.2 -11% 11% The lower the denomination you buy in the physical gold the higher is the
was subdued even as the gold price kept premium you have to pay. When it comes to gold ETF, even if you are
positive momentum intact. Most buying a low denomination gold still you are not paying those very high
interesting aspect of gold demand this premium or making charges as in the case of physical gold. That is one
time around has been the pickup in gold and secondly people don’t have to worry about storage, purity and safety
demand contributed by the investment of the gold.
demand in the precious commodity for
two consecutive quarters. This pick up in marred with global financial crisis . A rose 25 per cent in US$ terms and
investment demand in Gold for two definite surge in investment demand was reflected the best H1 since 1980. The
consecutive quarters is a record in itself. seen from investors in the US and bullion registered a stellar 17 per cent Q1
According to World Gold Council, European nations who took a preference gain and followed it up by second quarter
investments in gold in the first half year for gold bars, coins and gold ETFs. gain registering the strongest H1
of 2016 has been extraordinary and is Gold prices while reflecting volatality performance for more than 35 years.
higher by 16 per cent than the previous
high of the first half year investments that Physically-backed gold ETF AuM by region in tonnes
took place in the year 2009 which was Q2'15 Q3'15 Q4'15 Q1'16 Q2'16 Year on Year Q2'16 Vs Q2'15
tonnage change % Change
Gold prices denominated in Per centage gain North America 1044.80 1012.30 955.90 1165.20 1320.1 275.30 26
various currencies in H1 -2016
Europe 618.60 583.90 570.20 690.50 763 144.30 23
GBP 37
Asia 41.00 42.90 46.00 54.40 61.2 20.20 49
INR 27
Other 37.00 39.10 38.40 42.90 45.5 8.50 23
Chinese Renminbi 27
1741.40 1678.20 1610.50 1953.00 2189.8 448.30 26
Egyptian Pound 41
Physically-backed gold ETF AuM by region in tonnes:

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 47


Special Report
Umesh Mehta gold is witnessing a bear market
rally which is likely nearing its
Head of Research, SAMCO Securities end and fresh downward spiral
Gold is still from a longer term terms is in a bear market, as the can be expected any time soon.
perspective into a bearish to frenzy of 2011-12 top has led to
sideways price pattern. The price continuous downward spell. The In India gold has recently made a
action in India can be dubbed as a sequence of lower tops and lower triple top on a larger time frame.
`32000/-to 33500/- is acting as
complex corrective pattern, due to bottoms on a weekly chart
local currency effect. However confirms the bearish stance in strong resistance levels. In India
internationally gold in dollar dollar terms. In the medium term gold is expected to oscillate in a
wide band of `32000/- on the
upper side and `24500/- on the
lower side. Aggressive asset
allocation is not warranted at this
juncture, but `25000/- would act as
a good buying opportunity.
Upward revision in interest rate by
the US FED and inflationary
expectations will be major negative
factors for gold while geopolitical
tensions would support slight
strengthening of the prices.

Somasundaram PR Gold prices have beaten Sensex


returns in one-year time frame.
Managing Director, India, World Gold Council What in your view have been the
reasons behind the gold price
Are investments in Gold ETF by in INR terms and despite trade rise?
individual investors increasing strike that affected physical retail Gold is fulfilling its classic role as
in India or people are still purchases, ETF demand pick up a safe haven asset and is
preferring to buy physical has not been in sync. The performing exactly in a manner
gold? Sovereign Gold Bond, which is that many investors who bought
At the outset, we have to linked to gold prices, offers it will have hoped. Gold prices
acknowledge that ETF is fully ETF-like features, substituting jumped 6 percent post the Brexit,
backed by gold, so it is part of sovereign guarantee in place of amid the rising global uncertainty.
physical demand, though given its physical gold backing, with the A weak Japan bond auction in
easy liquidity and other features, added benefit of interest, and this August had a huge impact on the
it is explicitly for investment perhaps has chipped away global gold prices. This was the
purposes. Gold ETF has shown potential ETF demand. result of investors questioning the
the highest growth globally in effectiveness of unconventional
H1 2016. In India, ETF witnessed We believe physical gold backed monetary policies. The investors
healthy growth till 2012 but has ETF or ETF-like investment or made the most of the price rally
since shrunk, beginning with the savings product through the and were encouraged to include
uncertainties around imports mainstream channels has huge gold in their portfolio. Gold has
during 80:20 rule coupled with potential in India, though physical been one of the best performing
softness in prices till late 2015. demand for bars and coins will assets so far this year, outpacing
remain the predominant form of all major benchmark indices and
In 2016, though gold prices went investment in gold for the with comparable volatility
up by 27 percent in the first half foreseeable future. to stocks.

48 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Indeed in US$ terms gold was one of the
best performing asset in the basket of
commodities. Kunal Shah
Several factors such as Brexit, US Head Of Commodities, Nirmalbang
elections, unrest in Middle East, poor
conditions of banks in Europe, negative
interest rate policy (NIRP) in Japan and Gold prices have corrected lately from $1380/ounce to $1250/ounce as
Europe combined with expectations of a investors were seen booking profit. Global bond yields specially of
slowdown in the cycle of US rate hikes developed economies bottomed out and with better than expected
have kept gold in investors watch-list. economic reports from U.S. and hawkish comments by some of the senior
Few experts believe the long term down Federal Reserve official indicated another rate hike of 25bps is very likely
trend in gold prices is coming to an end. in coming months. Meanwhile jewellery demand and investment demand
The heightened global uncertainty is
remained subdued in India. Gold prices are inversely correlated with U.S.
keeping gold prices firm and the trend is
expected to be intact for gold prices even 10 year bond yield and U.S. 10 year bond yield have surged from 1.5 to
in near future. 1.8 in last one month.

The demand for gold backed ETFs also The way gold prices have corrected it seems that gold have already
saw steady rise in the first half. Gold ETFs discounted 25 basis points rate hike by the Federal Reserve. Interestingly
demand reached almost 580t which some of the European Central Banks officials have been vocal about
excessed even the H1 2009 demand. The tapering of their bond purchase program which is also seen negative the
gold backed ETFs demand in 2009 was
bullion but after the sharp fall and due to festive season we expect
458t in a single quarter. The demand for
gold ETF was seen not restricted to demand of gold in India to pick up.
western world with Chinese investors
continuing to add to their gold Gold has outperformed during the year 2016 and recently fall in prices
investments and holding almost 24.4t by raises questions that whether we are going to see another sharp fall and
the end of June 2016 which indicates a we believe that fall from here would provide good opportunities for
fourfold increase since the end of last investors who have missed the bull run as still there is lots of uncertainty
year. The Chinese gold-backed ETF on geopolitical front and if inflation starts picking up in U.S. then again
holdings grew from US$215 mn to over
investment demand of gold will shoot up. Central bank buying is also
US$ 1 bn in the first six months of 2016.
likely to remain strong going forward and Chinese demand too will remain
World gold council research suggests strong for the yellow metal.
Jewellery is negatively correlated to price
but positively related to income, and in We believe that gold still can outperform other asset class and we remain
some countries, to inflation. At the global bullish in gold more than price target we believe looking at uncertainties
level, for every 1% increase in price, in global economy can trigger another round of safe haven buying in gold
jewellery demand falls by 0.6%, but a 1% and more than any price target we feel one should remain invested in
increase in world GDP leads to a 4.3%
rise in jewellery consumption. gold to hedge themselves against economic uncertainties.

ETF demand is driven by price and


uncertainty. A 1% increase in price raises global asset and demand tailwinds from uncertainty in the global business
demand by 1%. And, a 1% drop in GDP one region may counteract headwinds environment. With geo-political tensions
increases ETF demand by 3%. from another and this very contradicting on rise gold is expected to be in focus.
facts may act as hurdle for the asset but at While there may not be a strong case to
CONCLUSION the same time these contradictions make shift financial assets into gold right now,
It would be comforting to investors and a case for investing in Gold. a case for some gold allocation is on.
especially analysts if Gold could fit within With record investments happening in
traditional valuation models the way we With increasing awareness, more and gold-backed ETFs , globally gold price
do with financial assets. Valuing gold is, more people are expected to increase can be expected to be steady with positive
in essence,to a large extent-intuitive. Gold their participation in gold investing via bias even though the profit taking in gold
demand gets a boost due to economic gold-backed ETFs. The demand for gold may create some headwinds for the
growth and uncertainty. Gold is a classic will remain intact due to increasing asset prices. DS

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 49


Cover Story

Public Sector Undertakings (PSUs) in India have been consistently


playing an important role when it comes to nation-building
activities. But when it comes to their role in giving hefty returns
to investors having stocks of these enterprises in their kitties,
most of us react in a sceptical manner. Lohit Bharambe and
Abhishek Kumar, however, believe otherwise and they have
reasons to prove their points, here.

50 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


O
nce you put all the one year. The BSE CPSE Index has development projects worth `2.45
central government outperformed the benchmark indices i.e trillion which is around 1.6 per cent of
run Public Sector BSE Sensex. The below graph explains GDP.
Undertakings (PSUs) how `100 invested PSUs in October 2015
or Public Sector has grown on to become `123.32 i.e According to RBI, public capital
Enterprises (PSEs) representing a growth of 23.32 per cent expenditure emerges as the significant
under a scanner and look at them closely in a year as against `107.47 in BSE multiplier effect on GDP rising from 2.1x
through the eyes of retail investors, first Sensex. in FY13 to 3.84x in FY16. The budgeted
questions comes to mind is whether
these companies’ stocks are worth to stay
invested in or even buy afresh. None has
an iota of doubt about roles played by the
PSEs when it comes to contributing
towards building a stronger, better and
brighter nation but then over the years,
their efficiencies, capabilities have been
challenged by their private counterparts.
Retail investors also most of the times
shied away from investing in PSEs’
stocks. But things are changing fast
during last few years. A massive
cleansing operation has been initiated to
clean the score-books of the public sector
banks, another operation has been
kicked off to make the PSEs more
efficient, professionally managed and
also investors’ friendly. We find this is the
right time to take a closer look on these GDP MATH FOR PSUS public capital expenditure by the Centre
stocks and come up with this report. and PSUs could add 0.9 per cent points
In the FY17 Budget, the Centre declared to FY17 GDP growth.
The central public sector enterprises are a 17 per cent increase in public capex,
‘the faces of the Indian economy’ as they equating to 3.7 per cent of GDP. The
contribute about `1,428,865.80 crore government plans to more than double PSUs' CONTRIBUTION
towards full market capitalisation of BSE the pace of road construction over the TOWARDS ECONOMIC
CPSE Index and a free float of next five years, raise rail investments to DEVELOPMENT
`383,119.12 crore. Meanwhile, we look at 5.7 per cent of GDP over FY16-FY20 PSUs are one of the most important
the returns delivered by the central from 2.4 per cent over the last five years. pillars of strengths as they have
public sector enterprises over the past The union cabinet also cleared port-led contributed immensely towards the
economic development of the country.
Public sector companies have spread
Gautam Duggad their presence across the length and
breadth of the country which has made
Head of Research, MOSL them an important source of economic
livelihood for the economic welfare of
“Government has identified revamp of PSU enterprises as one of its the country. PSUs operate in all most all
priorities and therefore, various actions initiated on management the business verticals which are of
changes, capital infusion, stake divestments, sale of loss making PSU strategic importance to the country be it
etc. are a step in that direction. We expect sectors like PSU Banks, Oil & defence, agriculture, resources,
Gas, Commodities to be touched by those actions of government. These engineering etc.
are clearly positive steps so far as it helps improve the business
efficiencies and competitive positioning of those franchises and brings DIVESTMENT PLANS
sharper focus on delivering value for all stakeholders. From an Government readies plan for big-ticket
investment perspective, it will depend on a specific action which stake sale in 22 PSUs in the current fiscal
government takes for the identified specific company and can’t be year. The list includes companies that are
generalized as such.” profitable and some that aren’t but have

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 51


Cover Story
big asset bases. The key criterion is that
none of them are engaged in areas that Rajesh Cheruvu
are strategically critical for India
Director - Head of Equities
OFFER FOR SALE Sanctum Wealth
Niti Aayog report on strategic In recent times, outlook for public companies appear to be improving,
disinvestment in profit-making public primarily due to lessened interference from incumbent government
sector units (PSUs identified the and encouragement of company managements to take business
companies that will be put up for sale decisions keeping business interests in mind. This combined with
and is expected to work jointly with filling up of the leadership roles with external talent helps these
Department of Investment and
companies to regain their historic glory. Also, merger of loss making
Public Asset Management (DIPAM) to
take the plan forward. The proposed units with bigger PSUs or closures helps government to optimize
sell-off programme has a two-pronged public resources. Central bank and government’s emphasis on cleanup
strategy of PSU Banks’ balance sheets too leads to improved optimism on their
existence and partial recovery in valuations. Net-net, continued
NITI Aayog is working on another list of independence of the management and efforts of balance sheet
divestment after submission of first list of improvement should help improve market’s perception further and
PSUs for closure or sell off to the ease cost of capital in the medium term. Historically during the phase
government. It had submitted two
of economic reforms PSUs have outperformed broader markets.
Financial % Stake Amount Raised % Residual Equity
Company Stake Sale
Year Divested (`Crore) with Government separate lists of sick and loss-making
RURAL ELECTRIFICATION CORP. FY16 OFS 5 1610.09 60.64 PSUs - one comprising those that can
POWER FINANCE CORP. FY16 OFS 5 1671.76 67.8 be closed down and the other of those
DREDGING CORP.OF INDIA FY16 OFS 5 53.64 73.56 where government can divest its
INDIAN OIL CORP. FY16 OFS 10 9396.18 58.57 stake. The government will bring
ENGINEERS INDIA FY16 OFS 10 645.27 59.37 down its stake to 49 per cent or below in
NTPC FY16 OFS 5 5031.61 69.96 such PSUs.
CONTAINER CORP.OF INDIA FY16 OFS 5 1165.96 56.79

NTPC FY16
SALE OF BONUS
--- 8152 ---
Government has set a disinvestment
DEBENTURES target of `56500 crore for the current
NHPC FY17 OFS 11.36 2735.34 --- financial year. Out of the target, `21000
SALE TO crore has been achieved. Government
INDIAN OIL CORP. FY17 0.29 262.48 58.28
EMPLOYEES kick-started the disinvestment
SALE TO programme for the current fiscal with
NTPC FY17 0.22 203.78 69.74
EMPLOYEES 11.36 per cent stake sale in NHPC. The
HINDUSTAN COPPER FY17 OFS 7 401.54 82.95 government raised `2700 crore through
the process. It has lined up as many as 15
PSUs, including Coal India, NMDC,
MOIL, MMTC, National Fertilisers,
NALCO and Bharat Electronics for stake
sale in the
current fiscal.

During H1FY17, the government also


has been able to achieve 37 per cent of
the combined target and 58 per cent of
the minority stake sale and buyback
target. The five PSUs, whose boards had
approved the buybacks earlier this year
are Coal India, NMDC, Nalco,
Manganese Ore (India) and Bharat
Electronics.

52 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


FINANCIAL FRONT OF CPSES Prabal Basu
We have analysed financials of 45 central Chairman & Managing Director
public sector companies for the first
quarter of FY17. The topline of these Balmer Lawrie & Co.
companies dropped by 10.16 per cent to
`318358 crore in Q1FY17 as compared How important is the logistics vertical for Balmer Lawrie?
to same period in previous financial year. The logistics vertical is extremely important for the company as it presently
However, CPSEs’ operating profit has (FY2015-16) constitutes approx. 20% of the revenues and 53.5% of the profits
increased by 7.92 per cent to `65510 of the company. There are also immense opportunities for growth in this sector
crore in Q1FY17 on yearly basis. These and thus the vertical is likely to continue to play a significantly important role
companies operating profit has eased out
because of 16.87 per cent reduction in in Balmer Lawrie’s overall growth story over the next 10 years and beyond.
raw material prices and 1.7 per cent
reduction in employee expenses in How much money the company is planning to invest in its logistics infra &
Q1FY17 on year-on-year basis. These services business over the coming future?
CPSEs’ bottom line also rose by 3.25 per We intend to invest about INR 250-300 cr over next 3-5 years in the areas of
cent in Q1FY17 as compared to the same Multi Modal Logistics Hub (MMLH), Temperature Controlled Warehouse (TCW),
period in the previous fiscal year. ICD/CFS and project logistics to drive significant growth and build capabilities
in our logistics business.
On quarterly comparative front, CPSEs’
revenue has increased 0.27 per cent to
`318358 crore in Q1FY17 as compared What would be the impact of GST on the company?
to previous quarter. These companies’ As of now we don’t see any major impact of GST on our businesses. Moving
operating profit boosted by 30.59 per forward, when the detailed rules and regulations are clear and are in place,
cent to `65510 crore in Q1FY17 on we would know the actual impact. However, we are closely monitoring the
quarter-on-quarter basis. CPSEs’ net developments on GST and have initiated required actions to be GST ready by
profit also rose by 23.22 per cent to the time it is rolled out.
`32001 crore in Q1FY17 as compared to
previous quarter.
Recently the company was successfully able to turnaround its tours &
travels business. What potential do you envisage in this business given the
FINANCIAL FRONT OF PSBs positive economic outlook of the country? Also how much this business
We have analysed financials of about 24 will contribute to the top line?
public sector banks for the first quarter The tours and travel business in the country is likely to grow at the rate of
of FY17. The topline of these banks 8-10% Y-on-Y in the next five years or more. We too expect to grow at a
declined by 3.95 per cent to `205821 similar pace in line with the industry. Our Travel & Vacations Business Unit is
crore in Q1FY17 as compared to
at the moment the largest contributor to overall company’s topline and we
previous quarter. These banks’ NIM
remained unchanged at 2.37 per cent in have been focusing on providing the best in class travel solutions to our
Q1FY17. Their interest earned decreased customers. Our recent emphasis of expanding in the leisure segment of the
by 1.53 per cent to `176735 crore in tours business is now showing positive signs of growth which has potential to
Q1FY17 on quarterly basis. The total contribute to the vertical’s overall bottom line significantly.
expenditure reduced by 8.37 per cent to
`43606 crore in Q1FY17 on quarter-on- How are the company’s cold- chain plans shaping up given the government’s
quarter basis. PSBs’ operating profit renewed focus on warehousing and associated infrastructure?
before provisions and contingencies also
decreased by 5.02 per cent to `37867 Our Cold Chain Venture with Temperature Controlled Warehouses (TCW) is
crore in Q1FY17 on quarterly basis. shaping up pretty well. In the first phase we had planned to set up three
Meanwhile, their provisions and TCWs in Hyderabad, NCR and Mumbai respectively. The one at Hyderabad is
contingencies expenses dropped by fully operational and the others at NCR and Mumbai are in the project stage
43.54 per cent to `41373 crore in and are expected to be operational by next year. With these three facilities
Q1FY17 as compared to previous Balmer Lawrie will be able to offer 13,500 Pallet positions for perishable
quarter. PSBs’ net loss has narrowed cargo to be stored in Temperature Controlled environment. With introduction
down to `2869 crore in Q1FY17 from
of newer/more facilities at other strategic locations across India and other
net loss of `23341 crore in Q4FY16.
value added services, our medium to long term goal is to establish ourselves
as an end to end pan India cold chain player.

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 53


Cover Story
To Invest or Not - 70 PSU Stocks
We have considered a broader financial look towards the Central Public Sector Enterprises (CPSEs). While considering action
on these stocks, first quarter of current financial year was considered. Though there are lot of concerns over stressed assets
making rounds when it comes to the PSBs, government and RBI are trying to aid these banks to breath freely and to resolve the
burning issue of NPAs by end of the current fiscal year. One more thing can’t be ignored that dividend yield for PSEs are
attractive enough as compared to private listed companies. BSE CPSEs have given 2.99 per cent dividend yield against
benchmark 1.39 per cent. BSE CPSE index is trading at PE multiple of 15.5x times against BSE Sensex’s PE multiple of 21.34x
times. BSE CPSE index is trading at PB multiple of 1.75x times against BSE Sensex’s PE multiple of 2.89x times. One can look at
the broader tabular information given below for taking investment decisions on the 70 PSUs.
Share Price
Latest Market Latest Dividend TTM TTM Price to
Company Name as on Action
Cap in `Crore Book Value Yield (%) EPS PE BV
Oct 24,2016
Andrew Yule & Company 22.00 761.42 6.52 0.00 0.61 36.19 3.38 Avoid
Balmer Lawrie & Company 709.95 2023.40 362.92 2.82 58.59 12.12 1.96 Invest
BEML 936.05 3898.13 480.77 0.43 4.90 190.90 1.95 Invest
Bharat Electronics 1272.50 30540.00 365.67 1.34 55.84 22.79 3.48 Wait
Bharat Heavy Electricals 141.40 34609.06 135.36 0.28 -3.55 0.00 1.04 Invest
Bharat Immunologicals & Biologicals Corp. 20.15 87.01 8.24 0.00 -0.60 0.00 2.45 Avoid
Bharat Petroleum Corporation 684.60 99004.70 210.35 2.26 53.08 12.90 3.25 Invest
Chennai Petroleum Corporation 291.75 4344.49 185.77 1.37 21.29 13.71 1.57 Invest
Coal India 322.00 203386.93 24.60 8.51 25.11 12.82 13.09 Invest
Container Corporation Of India 1352.25 26365.38 424.89 1.00 38.94 34.73 3.18 Wait
Dredging Corporation Of India 394.80 1105.44 552.81 0.76 23.92 16.50 0.71 Invest
Engineers India 277.00 9333.14 81.48 1.44 8.36 33.12 3.40 Invest
Fertilisers & Chemicals Travancore 24.40 1578.86 -20.23 0.00 -6.99 0.00 -1.21 Avoid
GAIL (India) 445.50 56510.67 251.64 1.23 25.31 17.60 1.77 Invest
Hindustan Copper 59.05 5463.41 20.65 0.00 0.28 208.77 2.86 Wait
Hindustan Fluorocarbons 11.11 21.77 -32.41 0.00 -3.87 0.00 -0.34 Avoid
Hindustan Organic Chemicals 26.30 176.67 -148.14 0.00 -25.76 0.00 -0.18 Avoid
Hindustan Petroleum Corporation 456.40 46364.84 207.16 2.52 43.05 10.60 2.20 Invest
HMT 40.70 3094.63 -1.59 0.00 -0.42 0.00 -25.63 Avoid
India Tourism Development Corporation 208.40 1787.43 39.78 0.72 3.47 60.07 5.24 Wait
Indian Oil Corporation 327.90 159225.12 174.17 2.13 25.19 13.02 1.88 Invest
ITI 30.75 1476.00 -35.85 0.00 3.47 8.86 -0.86 Wait
Madras Fertilizers 15.96 257.12 -33.10 0.00 -11.77 0.00 -0.48 Avoid
Mahanagar Telephone Nigam 20.00 1260.00 -11.20 0.00 -31.41 0.00 -1.79 Avoid
Mangalore Refinery & Petrochemicals 90.10 15790.91 40.74 0.00 8.34 10.80 2.21 Invest
MMTC 45.55 4555.00 13.71 0.66 0.79 57.61 3.32 Invest
MOIL 307.55 5166.84 208.36 1.63 7.75 39.67 1.48 Wait
National Aluminium Company 50.55 13027.94 50.61 3.96 2.73 18.54 1.00 Wait
National Fertilizers 34.50 1692.50 97.84 3.51 4.27 8.09 0.35 Wait
NBCC (India) 237.95 14277.00 25.57 0.84 5.18 45.92 9.31 Invest
NHPC 25.80 28562.32 26.75 5.81 2.29 11.29 0.96 Invest
NLC India 81.90 13740.44 93.61 3.66 6.37 12.87 0.87 Wait
NMDC 122.85 48706.54 77.73 8.95 6.88 17.84 1.58 Invest
NTPC 151.50 124918.79 110.55 2.21 12.71 11.92 1.37 Invest
Oil & Natural Gas Corporation 292.00 249820.31 181.88 3.02 17.27 16.91 1.61 Invest

54 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Share Price
Latest Market Latest Dividend TTM TTM Price to
Company Name as on Action
Cap in `Crore Book Value Yield (%) EPS PE BV
Oct 24,2016
Oil India 418.00 25127.48 379.46 3.83 34.09 12.26 1.10 Invest
Power Finance Corporation 127.75 33727.04 146.96 5.44 23.67 5.40 0.87 Invest
Power Grid Corporation Of India 175.70 91919.03 85.13 1.31 12.35 14.22 2.06 Invest
Rashtriya Chemicals & Fertilizers 49.65 2739.13 51.64 2.22 2.86 17.34 0.96 Wait
Rural Electrification Corporation 137.30 27115.03 157.10 6.23 28.20 4.87 0.87 Invest
Scooters India 42.00 358.61 11.23 0.00 0.23 182.50 3.74 Wait
Shipping Corporation Of India 69.70 3246.62 149.56 0.00 5.79 12.04 0.47 Invest
SJVN 31.70 13113.11 27.91 3.47 3.39 9.34 1.14 Invest
State Trading Corporation Of India 127.35 764.10 32.37 0.00 6.84 18.63 3.93 Avoid
Steel Authority Of India 49.55 20466.75 93.80 0.00 -10.53 0.00 0.53 Invest

QTR_ QTR_ QTR_% Latest


QTR_% Latest
Amount Amount of QTR_ Price as Price Dividend
Company Name of Net Market Action
of Gross of Net Gross NIM % of Oct to BV Yield (%)
NPAs* Cap
NPA* NPA* NPAs* 24,2016
Allahabad Bank 19208.62 12976.43 8.69 12.33 2.69 78.00 0.49 0.00 5672.66 Invest
Andhra Bank 14137.27 8147.41 6.21 10.30 2.90 57.50 0.38 0.87 3916.69 Invest
Bank Of Baroda 42991.68 20783.77 5.73 11.15 2.80 158.55 1.00 0.00 36532.45 Invest
Bank Of India 51874.50 28260.40 7.78 13.38 2.20 114.65 0.45 0.00 12092.08 Avoid
Bank Of Maharashtra 13039.63 8609.44 8.73 12.64 2.21 30.75 0.51 0.00 3592.63 Avoid
Canara Bank 32334.07 21493.92 6.69 9.71 2.15 324.50 0.67 0.00 17620.06 Wait
Central Bank Of India 25107.47 14231.73 8.17 13.52 2.60 91.80 1.11 0.00 17304.54 Wait
Corporation Bank 15726.12 9882.15 7.22 11.01 2.00 42.80 0.44 0.00 4909.40 Avoid
Dena Bank 9636.32 5911.14 7.65 11.88 37.90 0.47 0.00 2983.30 Avoid
IDBI Bank Ltd. 27275.15 16247.81 7.47 11.92 2.08 77.00 0.71 0.00 15852.88 Invest
Indian Bank 8894.24 5552.05 4.48 6.97 2.47 232.00 0.81 0.65 11142.77 Wait
Indian Overseas Bank 33913.15 21321.24 13.97 20.48 1.87 25.80 0.47 0.00 6333.20 Avoid
Oriental Bank Of
17208.91 11734.30 8.11 11.45 2.36 136.25 0.34 0.51 4716.57 Avoid
Commerce
Punjab & Sind Bank 4565.74 3078.41 5.00 7.23 2.25 53.45 0.42 3.09 2140.20 Invest
Punjab National Bank 56654.09 35728.52 9.16 13.75 2.45 146.80 0.80 0.00 31238.57 Invest
State Bank Of Bikaner
7669.21 5032.80 7.17 10.50 3.48 710.20 0.68 2.01 4971.40 Wait
and Jaipur
State Bank Of India 101541.18 57420.98 4.05 6.94 3.09 263.25 1.14 0.99 204355.11 Invest
State Bank Of Mysore 4323.14 2479.93 4.65 7.83 2.84 560.00 0.64 1.07 2688.75 Wait
State Bank Of
6401.13 3933.75 5.99 9.38 2.54 558.50 0.75 0.90 3971.17 Wait
Travancore
Syndicate Bank 15434.26 10051.44 5.04 7.53 2.22 77.55 0.57 0.00 7014.70 Wait
UCO Bank 22597.70 12127.44 10.04 17.19 1.84 36.00 0.48 0.00 4683.80 Avoid
Union Bank Of India 27280.90 15824.72 6.16 10.16 2.28 147.90 0.49 1.32 10167.25 Invest
United Bank of India 10116.13 6579.28 9.85 14.29 1.86 21.60 0.48 0.00 2893.21 Avoid
Vijaya Bank 6589.23 4792.55 5.42 7.31 2.54 40.45 0.58 0.00 4040.33 Avoid
The Jammu & Kashmir
3023.47 6.19 9.31 3.38 2.59 69.1 0.52 2.55 1540.24 Avoid
Bank Ltd.

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 55


Cover Story
would strengthen the banks' bargaining
Sanjiv Bhasin power, help save costs and improve
supervision and corporate governance
Executive Vice President, Markets, IIFL across the banking system. The
government's ultimate aim is to reduce
"Capital infusion into PSU banks to shore up capital after AQR has the number of PSBs to about 8-10 from
greatly helped. Sale of loss making PSU in full will see good capital the current 27.
raising. Change of managemnt with excellent new heads in select PSU
banks has seen market cap jump sharply -Canra Bank & Bank Baroda CPSE FUTURE OUTLOOK
are good examples. Dilution of stake in NBCC/ Hind copper etc will also Though the current mood appears
raise market float and see Government get out of businesss which are gloomy due to dampened situation of
not co-related to them. Very bold, pragmatic and forward looking CPSEs. The profitability of these
steps to enhance market cap, give more autonomy for running/ companies is subdued for first quarter of
managing and sell off loss making PSU to get value of core assets- the current financial year. We have given
namely land banks." outlook for these CPSEs as positive,
negative and hold type for coming
On yearly basis, PSBs’ total income The amount is being released to provide future. We have considered valuation
increased by 1.61 per cent to `205821 liquidity support for lending operations parameters such as trailing twelve
crore in Q1FY17 as compared to same as also to enable banks to raise funds months (TTM) EPS, TTM PE and PB.
period in previous financial year. These from the market. We also have considered dividend yield
banks’ NIM stood at 2.37 perf cent in and book value for companies while
Q1FY17 against 2.45 per cent in assessing the outlook for the companies.
Q1FY16. Their interest earned decreased CONSOLIDATION OF PSBs
by 2.78 per cent to `176735 crore in Indian Government's (Baa3 positive) On the other hand, for PSBs there are
Q1FY17 on yearly basis. These banks’ proposal to consolidate the country's worsened asset quality concern as piled
operating profit also rose by 6 per cent to PSBs creates risks that could offset the up stressed assets. Banks' profitability
`37867 crore in Q1FY17 on year-on-year potential long-term benefits. India's hampered from last financial year.
basis. PSBs’ provisions and contingencies banking system has witnessed an Though there is optimism on the part of
expenses has increased by more than increase in stressed assets since 2012, government of India and Reserve Bank
double to `41373 crore in Q1FY17 with the result that no PSB currently has of India with respect to cleaning up of
as compared to same period in previous the financial strength to assume a the banks’ balance sheets through
fiscal year. These companies posted consolidator role without risking its own various initiatives which in all
net loss of `2870 crore in Q1FY17 credit standing post-merger. probability likely to yield positive result
against net profit of `10451 crore in The consolidation of Indian PSBs is to in the coming months. We have
Q1FY16. strengthen the banking system. State considered various valuation parameters
Bank of India already started while giving outlook as positive, negative
On asset quality front, PSBs’ asset quality consolidation process to merge with six and hold. We have taken gross Non-
deteriorated further in Q1FY17. These banks. Meanwhile, from a credit Performing Assets (NPA) and net NPA
banks’ average gross NPA stood at 11.2 per perspective, industry consolidation in percentage terms as well as in absolute
cent in Q1FY17 as against 9.28 per cent in amount for Q1FY17. We also considered
Name of Bank `in crore
Q4FY16 and 5.76 per cent in Q1FY16. net interest margin (NIM) for latest
These banks’ net npa stood at 7.21 per cent State Bank of India 7575 quarter i.e. Q1FY17. PB multiple,
in Q1FY17 while 5.93 per cent in Q4FY16 Indian Overseas Bank 3101 dividend yield has also been factored in
and 3.55 per cent in Q1FY16. Punjab National Bank 2816 our analysis when coming down to our
Bank of India 1784 outlook on the companies for our
Central Bank of India 1729 reader’s interest.
CAPITAL INFUSION IN PSBs
Syndicate Bank 1034
The Finance Ministry has set various UCO Bank 1033 Therefore, we concluded that even
parameters for getting capital support. Canara Bank 997 though the pain points remains in
Those who fulfil the criteria post third United Bank of India 810
terms with the performance of public
quarter results would be eligible for sector enterprises, however, the are
Union Bank of India 721
further capital infusion. The government many brighter pockets which are likely
Coporation Bank 677
in July, 2016 had declared the first round to reward investors in the coming
Dena Bank 594
of capital infusion of `22915 crore for 13 years as country’s economy shift gears
banks. Allhabad Bank 44 forward. DS

56 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Expert Speak Personal Finance

Strategise Equity Investments Better


in creating the right balance between Whatever be the composition of your
risk and reward. For example, you have an portfolio, you need to monitor its
option of either buying stocks directly or performance closely and realign it with
investing through a managed investment your changing needs as well as economic
vehicle like mutual funds or a mix of both. scenario. For example, for your direct
investment in the stocks, you must keep
Each of these options requires a different an eye on major national and

Hemant Rustagi
Chief Executive Officer, Wiseinvest Advisors

I
f you have been investing in equity investment strategy. If you choose to international events that may impact the
funds, you must have realised that invest in stocks, you must know how to prices and the prospects of the stocks in
equity markets tend to volatile from select them as well as different your portfolio. At times, it may be
time to time. While the reasons for investment philosophies such as bottom imperative to make changes in the
the volatility at different times may vary, up and top down. Both these portfolio to tackle the ever changing
it is important for you to tackle these philosophies have their attendant risks economic scenario. If you fail to do that
volatile periods well to get the best results and rewards. Besides, considering that actively and effectively, your portfolio
from your equity investments over time. different segments of the market i.e. large could suffer by way of increased risk and/
Simply put, you must have a strategy to cap, mid-cap and small cap provide or inconsistent returns.
tackle these volatile periods. A different level of opportunities with the
combination of clearly defined time attendant risks, you must have an Similarly, when you invest in equity
horizon and a disciplined approach can appropriate representation of these funds, you entrust the job of realigning
help you do that and enhance your segments in your portfolio. the portfolios to the fund managers.
portfolio returns. Most fund managers actively manage
Similarly, for investing in mutual the portfolios so as to protect you
While it is heartening to see an funds, the key factors are suitability of from volatility as well as to earn higher
increasing number of investors adopting funds as well as their investment than market returns for you. For
a disciplined investment approach, there philosophies and portfolio composition. example, when a fund manager
is a still a large section of investors that Although past performance also plays an expects the markets to turn volatile, he
invests in equities randomly and hence important role in the selection process, may opt for paring positions in some of
fails to get their due rewards. So, if you you must put it in proper perspective and the stocks and reinvest at an opportune
are one of those investors who haven’t shouldn’t make it the sole reason for time. Hence, you must not make
been following a proper investment investment. In terms of potential of the mistake of exiting from equity
strategy, it’s time for you to get returns, while individual stocks can get funds when the markets turn
committed to investing with a long-term you higher returns, the concentrated volatile.
time horizon as well as following a nature of the portfolio can expose you to
disciplined investment approach much higher risk than a well diversified As is evident, equity investments require
whereby you invest a fixed sum at a investment vehicle like mutual fund. you to have patience and perseverance
pre-decided interval. Besides, mutual funds offer other benefits as well as time commitment to allow
such as professional fund management, them to improve your overall portfolio
It is equally important to choose an transparency and flexibility of making returns without exposing you to undue
appropriate investment option as it helps changes in a tax-efficient manner. risks. DS

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 57


Special Report
Going with the statistics, the Department
of Industrial Policy and Promotion has so
far issued 319 industrial licenses covering
190 companies till January, 2016 for
manufacture of a wide range of defence
items to private companies. As many
as 50 licensed companies have so far
reported commencement of their
production. After opening up of the
defence sector for Indian private sector
participation, so far 34 Foreign Direct
Investment proposals and joint ventures
have been approved by defence sector for
manufacturing various defence
equipments, both in public and
private sector. FDI amounting to
`24.84 crores has been received by the
defence sector from April 2000 to
September 2015.
PRIVATE PARTICIPATION

Defending The Defence


India opened up the defence sector
allowing foreign companies to own as
much as 100 per cent equity in the local
defence sector through the government
approval route in cases where it is likely to

Stocks — And Why You result in access to modern technology.


Consequently, the role of private sector
has shifted from that of supplier of raw
material, components, sub-systems to the

Should Buy
one of becoming partners in the
manufacture of complete advanced
equipment systems to cater the growing
needs of defence.
Where is the money
Arshad Hippargi digs deep into the emerging defence sector and identifies Budget allocation in the defence sector
stocks for our reader-investors in these days of war hysteria Year (`/Cr.) % increase from previous year
2016 258000 5%

I
2015 246727 8%
2014 229000 12%
n these days of cross-border right instruments—this piece of 2013 203672 5%
terrorism infiltrating even in our exhaustive research is brought to let you 2012 193407 -
drawing-rooms through know if this is the right time to buy
discussions, geo-political tensions defence stocks and also identify the There are more chances that in the union
finding space in the arguments perfect matches. budget of 2017-18 the per cent allocation
over hot cups of tea, defence stocks have in the sector may increase. This step, once
yet again hogged the limelight. Whether WHY taken, will inevitably strengthen the
the hovering tension along the Line of On the wake of consistently increasing position of the private players engaged in
Control will lead to a full-fledged war or expenses of the government on this sector.
not, war to by defence companies’ stocks procurement of materials and equipments
at a lower price have kicked off among related to defending the country, we find WHAT’S BREWING NOW
retail investors. In DSIJ, we believe to this sector has enormous opportunity to Premier Explosives has bagged an order
bring you the latest on the recent shine further. Also now that the worth `27.79 crore from Bharat Dynamics
happenings always so that you stay government has opened the door for for supply of booster grains. The company
abreast with the developments private players to take part in the tenders manufactures the entire range of
around you and take right decisions related to defence procurement, high time explosives and accessories for the civil
when it comes to investing your money in we keep our ears and eyes on this sector. requirement. The company is the first

58 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


sector should be opened to private
Nilesh Panpaliya players once it opened the challenge
was obtain valid licence. On the other
CFO, Solar Industries hand, there are companies which are
How has the investment could easily observe that the in the sector for the last 15 years
perspective in the defence sector budget allocation has constantly which is also a prime challenge for
changed after the recent surgical increasing in the sector. Your the companies which have been just
strikes? comments? issued licence. Validation process,
 After the recent surgical strikes,  The budget has been increasing getting TOT, getting the product
the country has realised that there is and there is enough room we feel certification takes a long time which
huge requirement for ammunition for that as the economy grow stronger is normal in defence. Going ahead all
the army. The statements from the and stronger and as we continue to the companies will benefit but in the
Defence Minister and the Prime buy peace and to do that we must nascent stage all private companies
Minister who have asked the private strengthen the ammunition base in are facing the same problem. Two
sector to gear up which has given a the country. Till date we wore totally things which we all are trying to take
lot of boost sectoral players who have depended on imports but today with it to the Government is that give us
their operations in defence. The the initiative by the Government the level playing field with the
sentiment is good and the investment wherein they plan to ensure that the ordinance factory and consider the
in the sector is picking up and even private sector comes out and helps capacity of the private sector
now with the defence ministry is the defence in manufacturing we will participants before placing orders for
showing a lot of confidence with see more allocation of defence related import. Everyone is facing the same
placing the order with the private work to the private players. challenge but we all are hopeful that
players which is likely to benefit the we will be getting huge orders from
defence stocks like solar industries. What are the key challenges the the next fiscal and the day is not far
listed peers in the industry are where the large numbers of defence
Looking at the budget allocation in facing? orders will be held by the private
the Indian defence Industry, one  Earlier the challenge was the players.

manufacturer in India to deploy totally


indigenous technology in this sector.
Till 2001, defence production in India was reserved strictly under public sector.
The role of private sector, however, was to supply of raw materials, semi- On the other hand, Solar Industries has
finished products, parts- components to these defense public sector bagged an order from Singareni Collieries
undertaking and ordnance factories. Thereby, given the lack of state-of–art for the supply of 163911.20 MT explosives
worth `434.44 crores for the financial year
technology in Indian public sector space, the major weapons/equipment were
ended 2016-17 and 2017-18. In March
either imported or built under Transfer-of-technology (ToT) from Original 2016, Himachal Futuristic
Equipment Maanufacturers (OEM). Communication, a leading integrated
With more than 70 per cent imports, India remained a top importer of defence solutions provider entered the defence
segment. The company has been granted
products. Now Ministry of Defence plans to spend $120bn in next five years. license for a range of products which
However, ministry wants the domestic share to improve from 30 per cent to includes electronic fuses, electro optical
70 per cent. This would mean, for the domestic kitty, $84bn is up for grabs. devices and communication equipment
along with permits for assembling
Thereby, going by the situation, we can argue that major naval programs can
electronic warfare systems, radar and the
dole out `3.2 tn opportunities till 2025. And thereby, the demands for aircraft design, development and manufacturing
carrier, land platform dock, Frigate, submarines, corvettes, Mine couture of aircrafts, including helicopters.
measure vessels, landing craft units and fast attack crafts—theoretically
remains on cards. THE NUMBER-GAME
We identified 12 listed companies and
 Rohit Natarajan, Analyst - Institutional Equities, IDBI Capital Markets Services worked exhaustively on their numbers
and business prospects. We have excluded

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 59


Special Report
L&T, Mahindra & Mahindra as it may not Our Recommendations
be correct to analyse their financials as
they have their separate defence Bharat Forge Premier Explosives
subsidiaries through which they operate.
BSE Code : 500493 BSE Code : 526247
The total consolidated gross sales of these
12 companies stands at `21512 crores and Face Value : 2 Face Value : 10
the PAT for the year ended March 2016
CMP (As on Oct. 26, 2016) : 872 CMP (As on Oct. 26, 2016) : 362
stands at `945.70 crores.
Bharat Forge Limited is a global provider Premier Explosives is one of the major
The top line is largely dominated by of high performance, innovative, safety companies manufacturing entire range of
Bharat Electronics, Bharat Forge and and critical components & solutions to explosives and accessories for civil
BEML which contribute 71 per cent of various industrial sectors including requirement. The company is the first
total gross sales. BEML which is Asia's automotive, railways, power, construction manufacturer in India to deploy totally
second-largest manufacturer of earth and mining, aerospace, marine and oil indigenous technology. It has bagged an
moving equipment and has control over & gas. order worth `27.79 crore from Bharat
70 per cent of India's market in that sector, Dynamics for supply of booster grains.
is the largest profit churner amongst these The gross sales of Bharat Forge in the The order is to be executed before June
12 companies. financial year ended March 2016 stands at 30, 2017. The financial numbers of the
`7840.15 crores which has increased by 1 company are quite strong. In the
Multi-Baggers per cent. However, the PBIT of the financial year ended March 2016,
Company Name 5 Year 3 Year 1 Year
company stands at `1128.56 crores which Premier Explosives’ PAT stands at
return % return % return % has decreased by 10 per cent YoY. PAT `5.68 crores which has increased by 7 per
Premier Explosives 531.80 62.08 -0.55 stands at `647.02 crores which has cent as compared to its previous financial
Solar Industries (India) 325.82 39.53 0.63
decreased by 15 per cent as compared to year. PBITDT has increased by 36 per
previous year. However, the balance sheet cent and stands at `18.17 crores. Total
Astra Microwave Prod. 261.65 7.19 -12.77
of the company is quite strong. Reserve income of the Premier Explosives stands
Bharat Forge 213.86 18.55 1.08
and surplus stands at `3529.19 crores at `189.02 crores which has increased by
Bharat Electronics 150.98 90.92 8.00
which has increased by 4 per cent YoY. 23 per cent. Reserve and surplus of the
Total net worth has also increased by 4 per company has grown by 7 per cent and
Top three performers in the last six cent, but the interesting part the stands at `56.39 crores
months investments have grown by 62 per cent.
Company Name 6 MTH 3 MTH 1 MTH The Q1FY17 profit stands at 122.06 crores In Q1FY17, PAT stands at `1.75 crores. In
Return % Return Return % and PATM stands at 12.75 per cent. Net Q1FY16, the company posted a net loss of
% sales in this quarter stands at 888.76 crores `1.4 crores. Net sales of Premier Explosives
Walchandnagar 11.41 16.56 12.11 which is down by 20 per cent YoY. stands at `184.99 crores which has
Industries increased by 25.75 per cent YoY. Premier
Bharat Forge 7.39 22.38 1.73 With a strong market cap of `20813.48 Explosives has a market cap of `334.46
Bharat Electronics 5.83 0.57 3.74 crores, Bharat Forge maintains a healthy crores and maintains a healthy dividend
dividend payout ratio of 23.75 per cent. payout ratio of 28.70 per cent. Premier
CONCLUSION The trailing-twelve-month P/E of the Explosive has given a ROE of 12.60 per
In March 2016, Defence Minister, Manohar company stands at `33.59 which is very cent in the last three years. The trailing-
Parrikar cleared the much-awaited Defence close the industry P/E of 37.81. Adjusted twelve-month P/E stands at 34.89 which is
Procurement Policy 2016. This policy has EPS of Bharat Forge stands at `26.97 and quite healthy as compared to the industry
replaced Defence Procurement Policy, maintains a dividend yield of 0.84 per P/E of 29.43. This can be a good buy
2013. The Policy has given a wider cent. You can bank on this company and considering the company’s impressive
assistance to the companies operating in go for a buy at this stage. numbers and also happening in this sector.
the defence sector. Under the old Defence
Procurement Policy, 80 per cent of the cost
of designing and developing indigenous after successfully developing a prototype, activities. With the opening up of defence
equipment the vendor does not get an order within 24 sector for the private players, new private
was reimbursed but under the new months, his 10 per cent expenditure will be companies will emerge in the upcoming
policy, Indian government will be refunded. The sector has just opened up for years. However, it is the right time to invest
reimbursing 90 per cent of the development the private players and therefore we will in companies which have exposure to the
cost. On the other hand, there is greater have to wait to arrive at the segmental defence or will soon have the exposure in
assurance for the companies operating in revenue derived by private companies from the sector as the industry will grow in leaps
defence industry to recover their costs. If their manufacturing of defence related and bounds. DS

60 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


QueryBoard
Investment Horizon
Query-Specific

BEDMUTHA INDUSTRIES JAYANT AGRO ORGANICS


I have 100 shares @ `26.84. Should I hold or exit? Should I buy the scrips at current level?
 - Saurabh Dhumal  - Ananth Mishra

EXIT BUY
BSE/NSE Code 533270 / BEDMUTHA BSE/NSE Code 524330/ JAYAGROGN
Face Value `10 Face Value `5
CMP `28.05 CMP `459.40
52-Week High `30.25 / Low `9.45 52-Week High `470.55/Low `101
Your Current --- Your Current ---
Profit/(Loss) Profit/(Loss)

B J
edmutha Industries offers a wide range of wire and wire ayant Agro-Organics Limited is an emerging global oleo
products including galvanised wires, cable armour wires, chemical company with leadership in the castor-based
ACSR wires, wire nails, earth wires, stay wires, spring specialty chemicals industry. The company is a preferred
steel wires, barbed wires etc. The products are used in various partner for sourcing of castor oil and castor oil derivatives
areas such as roads, bridges, flyovers, power, automobile, worldwide. In the financial year ended March 2016, the
engineering, agriculture, railways and defence. company’s gross sales has decreased by 13 per cent and stands at
`1380.87 crores. PBIDT stands at `77.51 crores which has
In the financial year ended March 2016, gross sales of the increased by 20 per cent YoY. Its PAT has increased by a
company has increased by 51 per cent as compared to its previous whopping 140 per cent and stands at `25.25 crores. The net-
year. PBIDT stands at `17.13 crores which has been decreased by worth of the firm has also increased by 11 per cent and stands at
16 per cent YoY. Bedmutha Industries’ net loss has widened in `242.98 crores. In Q1FY17, Jayant Agro Organics has posted
this fiscal and stands at `39.79 crores. Total current liabilities of robust numbers. Net sales stands at `159.6 crores, an increased
the company has increased by 34 per cent in this fiscal. In by 16.71 per cent as compared to Q1FY16. PBIDT in Q1 stands
Q1FY17, net sales has increased by 47 per cent and stands at at `20.35 crores which has increased by 78 per cent. PAT of the
`149.97 crores. Its PBIDT stands at `7.9 crores. The company has company in this quarter has increased by 160 per cent and stands
continued its loss making steak and has posted a net loss of at `10.83 crores as compared to the corresponding quarter of the
`11.44 crores. The valuation of the company is quite poor at its previous fiscal. With a market capitalisation of `662.48 crores
current level. Bedmutha Industries has a low interest coverage Jayant Agro Organics maintains a healthy dividend payout ratio
ratio. It has been maintaining a negative ROE of 12.15 per cent in of 35.36 per cent. The Trailing-Twelve-Month P/E stands at 18.88
the last three years. The Trailing Twelve-Month P/E is 0 which is whereas the industry P/E stands at 29.21.
the major drawback of the firm, which also means that the EPS of
the company is negative. Therefore, we recommend our reader- The valuation is favourable at the current levels.We recommend
investors to EXIT the stock. our reader-investors to BUY the stock at its current level.

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

Company Name: DEMOCRATIZING WEALTH CREATION

Vol. No. 31 No. 24


17
Query:
Send in your queries:
DSIJ Pvt. Ltd.
C-305, 3rd Floor, Trade Center,
Name: North Main Road, Near Axis Bank,
Opp. Lane No. 6, Koregaon Park,
Address:
Pune - 411001
E-mail: Email:editorial@DSIJ.in

62 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


REC ANDHRA BANK
I bought 100 shares of REC @ `233.40 prior to I bought 600 shares of Andhra Bank at `90.2 in
bonus declaration. Please guide me on the outlook 2014. As of now, it is trading at `55.60. Should I
of the stock. hold? When do I exit from this stock?
 - Rahul Devikaran - Ruchir Shukla

HOLD EXIT
BSE/NSE Code 532955 / RECLTD BSE/NSE Code 532418 / ANDHRABANK
Face Value `10 Face Value `10
CMP `137.15 CMP ` 57.35
52-Week High `140.95/ Low `76.25 52-Week High `70.05/Low `41.75
Your Current --- Your Current ---
Profit/(Loss) Profit/(Loss)

R A
ural Electrification Corporation Limited is a Navratna ndhra Bank is involved in providing banking services
Central Public Sector Enterprise under Ministry of and solutions. They have also introduced some
Power, with a net worth of `24,857.03 crores as on customer-friendly services such as AB Premium
31.03.15. Its main objective is to finance and promote rural Current Account and AB Privilege Corporate Salary Savings
electrification projects all over the country. It provides financial Bank Account with extra benefits to the customers. The bank
assistance to State Electricity Boards, state government has launched AB Saral Housing Loan scheme.
departments and rural electric cooperatives.
They are the first bank in India to have launched mobile
On the financial front, REC is a strong bet. In the financial biometric ATMs. Services offered by the banks are deposit
year March 2016, the top line of the company grew by 17 per schemes, retail loans, agriculture loans, corporate banking,
cent and it stands at `23638.35 crores. EBITDA stands at NRI banking, RTGS, AB kisan vikas card, CMS, ATM mobile,
`8050.6 crores which has increased by 8 per cent YoY. Its net western union money transfer and demat.
profit too has increased by 8 per cent and stands at `8045.21
crores. Total Income of the bank for the financial year ended March
2016 stood at `19199.15 crores which has increased by 7 per
Reserve and surplus has increased by 16 per cent. However the cent. Andhra Bank has earned an interest of around 17634.68
total liabilities of the company has also increased by 45 per cent crores which has increased 8 per cent YoY. The deposits of bank
as compared with the financial year ended March 2015. has increased by 12 per cent, however the borrowings declined
by 37 per cent as compared to the financial year ended March
However, the Q1 results of REC is not as great as its annual 2015. Gross NPAs to Gross Advances Ratio stood at 8.39 per
numbers. In Q1FY17, the company has posted a net profit of cent and Net NPAs to Net Advances Ratio stood at 4.61 per cent.
`1420.86 crores, a sharp fall by 4 per cent YoY, but has increased The profit of the bank stood at `539.84 crores which decreased
by 22 per cent sequentially. Total income from operation has by 15 per cent as compared to the previous year.
increased by 5 per cent and stands at `5953.65 crores. EBITDA
in Q1 stands at `5509 crores which has increased by 2 per cent In Q1FY17, Andhra Bank has posted a timid result. PAT stood
YoY. at `31.09 crores which decreased by 85 per cent as compared to
Q1FY16. The total interest income earned by the bank stands
REC has a market capitalisation of `25772.68 crores and P/E of at `17634.68 crores which has increased by 3.72 per cent YoY.
4.53 which is quite healthy as compared to the industry P/E. Andhra Bank has a market capitalisation of `3725.96 crores
REC pays a healthy dividend payout ratio of 23.35 per cent. The and a dividend yield of 0.91 per cent. The Trailing-Twelve-
scrip of the company is giving a dividend yield of 6.55 per cent, Month P/E stands at 10.11 which is lower than the industry
on the other hand the stock is trading at its 0.89 times of the P/E of 19.12. The bank maintains a low interest coverage ratio.
book value. With the recent bonus declared and strong Return on Equity for the last three years stands at 5.67 per cent.
numbers, the outlook and the valuation of the company looks Apart from NPA issue, the bank has a high contingent liability
promising. We recommend our reader-investors to HOLD of `48661.10 crores. We recommend our reader-investors to
the stock. EXIT the stock.

DSIJ.in OCT 31 - NOV 13, 2016 I DALAL STREET INVESTMENT JOURNAL 63


QueryBoard
Investment Horizon
Query-Specific

LYCOS INTERNET TIL


I had bought TIL at a price of `241. Do I book profit
I had bought 154 shares @ a price of `15.5. Should I at this level or should I hold to gain further-please
exit this stock? guide me on this? 
 - Sayali Khanna  - Swapnil Kundkar

EXIT EXIT
BSE/NSE Code 532368 / LYCOS BSE/NSE Code 505196/ TIL
Face Value `2 Face Value `10
CMP `9.19 CMP ` 286.45
52-Week High `37.10 / Low `7.22 52-Week High `218.00/Low `550.70
Your Current --- Your Current ---
Profit/(Loss) Profit/(Loss)

L T
ycos Internet, formerly known as Ybrant Digital Ltd has IL with a market capitalisation of `224.87 crores operates
expertise across several verticals, with focus on financial through three strategic business groups. TIL is the source
services, healthcare, manufacturing chemicals, life for a comprehensive range of material handling
sciences and retail. equipment like mobile cranes, reach stackers, electric level
luffing cranes, articulated lorry loaders, equipment for
On September 16, the company signed a key partnership specialised defence applications. The company also packages a
agreement to power Lycos Sports. This easy-to-use mobile range of gensets and undertakes erection and commissioning of
application has been available to U.S. Lycos users from October all relevant installations.
2016, followed by other countries including India. Lycos Sports
app will have selections that include professional sports, specific On the financial front, the company has disappointed. Its total
teams, key players, game reporting and related news. As part of income in the financial year ended March 2016 stands at
the partnership, Lycos will introduce its sports application on all `1745 crores which has increased by 18 per cent as compared to
smart phones and tablets. The Lycos Sports App will have a its previous financial year. Its PBIDT stands `118.99 crores
simple and consolidated view as per the needs of every user. which has decreased by 24 per cent YoY. TIL has posted a loss
of `43.59 crores in the current financial year ended March 2016.
In the financial year ended March 2016, the company has Meanwhile, the balance sheet of the company is not looking
reported gross sales of `1957 crores which has increased by 17 that strong.
per cent. Its PBIDT stands at `585.89 crores which has increased
by 59 per cent YoY. PAT of Lycos Internet has increased by 55 In the financial year ended March 2016, its total current
per cent and stands at `342.22 crores. The reserves and surplus liabilities has increased by 35 per cent and stands at `1018.07
has increased by 35 per cent and stands at `1434.66 crores. Debt crores. Total debt of TIL in this fiscal stood at `708.77 crores
of the company has reduced by 40 per cent as compared with its which has increased by 19 per cent as compared to its previous
previous year. year. Net worth of company has also reduced from its previous
year and now stands at `323.38 crores.
In Q1FY17 company has posted a net loss of `2.24 crores and
the same has declined by 71.86 per cent YoY. In Q1FY16, the In Q1FY17, its net sales stands at `75.02 crores which has
company had posted a net loss of `1.3 crores. Net sales of the increased by 26.59 per cent. TIL has turned profitable in this
company has reduced by 3 per cent and stands at `112.79 crores. quarter with a profit of `181.49 crores. On the other hand, the
The Trailing Twelve-Month P/E of the company stands at 0.96 Trailing Twelve-Month P/E of the company stands at 1.70
which is quite lower as compared to the industry P/E of 18.56. which is quite lower to the industry P/E of 31.25.
ROE of the company has declined as compared with the
previous year ended March 2015 and stands at 0.29 per cent. TIL has been maintaining low interest coverage ratio and has
delivered a poor growth in the last five years. ROE of the
On the other hand, the Q1FY17 results of the company has been company in the last three years has been negative and stands at
devastating and there is no larger volume in the scrips. -2.7 per cent. Therefore, we recommend our reader-investors to
Considering the numbers available, we recommend our EXIT the stock.
reader-investors to EXIT the stock.
(Closing price as of Oct 25, 2016)

64 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in


Reviews
In this issue, we have reviewed Ashok Leyland and Gujarat State Petronet . We suggest investors to
HOLD Ashok Leyland and BOOK PARTIAL PROFIT in Gujarat State Petronet

Change Scrip’s Movement


ASHOK LEYLAND HOLD 6 Per Cent
CMP - `87.60

BSE CODE Reco. Price Volume Face Value


500477 `93.55 608,929 `1

W
e had recommended Ashok fitted on ambulances. The order is
Leyland in our issue no. 17 being financed fully by EXIM Bank
volume number 31, when the of India under National Export
scrip was trading at `93.55. Ashok Insurance Account (NEIA)
Leyland, the Hinduja Group flagship scheme.
company in India, is engaged in the
manufacturing of commercial vehicles On the financial front, the gross sales of
and related components. The company’s the company in the financial year ended
products include buses, trucks, engines, March 2016, has increased by 33 per cent In Q1FY17, company has posted a
defense and special vehicles. and stands at `22197.31 crores. PBIDT net profit of `290.78 crores which
stands at `3084.33 crores which has has increased by 101 per cent as
Ashok Leyland has recently bagged an increased by 81 per cent. compared to Q1FY16.The top line
order worth `1140 crores from the of the company, has grown by 10.61
Government of the United Republic of Ashok Leyland has posted a profit of per cent and stands at `4175.79 crores.
Tanzania for purchase of company’s 1098.76 crores. In the previous year, it From the above facts, we believe that the
vehicles, gensets, spares and equipment had posted a net loss of `213.97 crores. stocks are trading at their favourable
for development of workshops, training The net worth has increased by 14 per valuation and therefore we advise
modules and allied equipment to be cent in this fiscal. to HOLD.

Change Scrip’s Movement


GUJARAT STATE PETRONET BPP 27 Per Cent
CMP - `166

BSE CODE Reco. Price Volume Face Value


532702 `131 45,241 `10

W
e had recommended Gujarat rating assigned to company’s short term
State Petronet in our issue no bank facilities worth `100 crore. The
13, volume no 31 when the rating agency has also reaffirmed ‘AA+/
scrip was trading at `131. Gujarat State A1+’ rating assigned to the company’s
Petronet was primarily established to long-term/short-term bank facilities
link various supply sources and users of worth `2800 crores. The ratings continue
natural gas in Gujarat through pipeline to derive strength from Gujarat State
network. They are the only company in Petronet’s position as one of the largest
India to transmit natural gas for their players in the gas transmission business YoY. In Q1FY17, Gujarat State Petronet
clients without trading it. The company in India together with its leadership reported a net sales of `257.85 crores
has also taken the initiative in developing position in Gujarat having strategic which have increased by 0.85 per cent
energy transportation infrastructure in location with connection to all major YoY. PAT in this quarter stands at
Gujarat and connecting major natural natural gas supply sources. `121.26 crores which has increased by
gas supply sources and demand markets. 7.51 per cent as compared with the
On the financial front, the gross sales of corresponding quarter of the previous
Recently credit rating agency, CARE has the company stands at `991.93 crores fiscal. Looking at the recent happenings
reaffirmed ‘AA+’ rating assigned to which has decreased by 7 per cent. in the scrip, we recommend our reader-
Gujarat State Petronet’s long term bank However, the PAT stands at `427.95 investors to Book Partial Profit. DS

facilities worth ` 879.85 crore and ‘A1+’ crores which has increased by 4 per cent (Closing price as of Oct 25, 2016)

DSIJ.in OCT 31 - NOV 13, 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

CAIRN CAN
Cairn India is an oil and gas Cairn India
exploration and production
company. A decision on 10-year
BSE Code: 532792
extension for the production- CMP: `230.45
sharing contract (PSC) of the
Barmer oil and gas block of Cairn India and state-run Oil
and Natural Gas Corporation (ONGC) in Rajasthan beyond
2020 is likely to be taken by the Union Cabinet soon and
Cairn also has posted an almost 100 per cent jump in its
profit in the second quarter. The stock can be looked at
from a short-term perspective if markets’ buzzes are to
be believed.

SHINE WITH SUNTECK DRESS YOUR PORTFOLIO


Sunteck Realty Arvind is a
Sunteck Realty is a Mumbai- Arvind Ltd. textile
BSE Code: 512179 based real BSE Code: 500101 manufacturer
CMP: `278 estate CMP: `404 and the flagship
development company of the
company, catering to the ultra- Lalbhai Group. It is headquartered in
luxury and luxury residential Naroda in Ahmedabad. It has units at
segment. The price movement in this Santej. It manufactures cotton shirting,
stock in the last week or so has been denim, knits and bottom weights
very good along with large volume. fabrics. The company has considered
The stock price is expected to see and approved the fund raising of
further up-move. Some HNIs and big `740 crores by diluting 10 per cent
market punters have taken long stake in its subsidiary, Arvind Fashions
positions in the stock and are Limited, a brand business arm. Those
expecting it to move in the with high risk appetite, can consider
northward direction. Therefore, the this stock to achieve medium to short
stock can be looked at for short term term gains.
trading gain.

AND FINALY ...


Dr. Lal Path Labs is the second largest
Dr. Lal Path Labs
BSE Code: 539524
CMP: `1152
diagnostic chain in domestic market
with healthy balance sheet and strong cash flows. The
company gets 72 per cent of revenue from northern India
and is concentrating more on an engagement model
between the company and the clients. The growth drivers
for their business are: rising incidence of lifestyle
diseases, increase in evidence bases treatments, more
focus on preventive diseases and wellness, combined
with rising incomes and increases penetration of health
insurance. This is a good investment bet for a short-
medium term if talks on the Dalal Street in Mumbai to be DS
believed.
(Closing price as of Oct 25, 2016)

66 DALAL STREET INVESTMENT JOURNAL I OCT 31 - NOV 13, 2016 DSIJ.in