Fundamental Analysis

on Auto Ancillary
Sector
-NIKHIL MADAV (D.S.I.M.S)
Auto Ancillary Companies
Company Price Market Cap

Motherson Sumi 302.5 64,559.31

Bosch 18,000.00 54,841.34

Exide Ind 251.25 21,322.25

WABCO India 7,124.95 13,514.40

Amara Raja Batt 763.9 13,067.16

Minda Ind 1,264.55 11,009.72

Sundaram-Clayto 4,323.00 8,737.83

Minda Corp 164.15 3,795.75

Suprajit Eng 260 3,664.66

Jamna Auto 90 3,478.59

Wheels 2,498.80 3,016.73

Rane Holdings 2,098.15 2,854.13

Total 203,861.87
Company Price E.P.S P/E
Motherson Sumi 308.7 4.19 73.66
Bosch 17914.7 449.12 #
Exide Ind 248.6 7.86 31.62
Wabco India 7096.4 144.70 49.04
Amar Raja batteries 749.8 27.35 27.42
Minda Industries 1283.9 15.64 82.07
Minda Corporations 166.7 3.08 54.01
Suprajit Engineering 265 7.47 35.45
Jamna Auto 90.15 3.17 28.43
Rane Holdings 2075.6 34.76 59.7
Wheels 2017.75 59.59 33.86
Average 47.526
Classification of Over and Under Valued
Stocks
Under Valued Over Valued

Motherson Sumi Exide Ind

Wabco India Minda Industries

Amar Raja batteries Minda Corporations

Suprajit Engineering Rane Holdings

Jamna Auto

Wheels
Over Value Stocks
PEG = Price Earning Ratio / EPS Growth
The ideal ratio is between 0 to 1.
Rane Holdings is a Growth pick.
Over Valued
Stocks P/E EPS Growth P/E Growth Select/Reject

Exide Ind 31.62 14.86 2.127860027 Reject

Minda Industries 82.07 51.28 1.600429017 Reject

Minda Corporations 54.01 -10.43 -5.178331735 Reject

Rane Holdings 59.7 108.76 0.548915042 Select

Value Pick Stocks
Under Valued
Stocks Revenue Profit Select/Reject
2016 2017 2016 2017Select
Motherson Sumi 6347.8 5293 241.83 174.59Select
Wabco India 747.86 615.5 77.21 63.8Select
Amar Raja
batteries 1580.74 1553.46 109.8 134.45Select
Suprajit
Engineering 258.2 254.39 29.79 26.14Select
Jamna Auto 560.75 440.68 45.9 32.17Select
Wheels 699.62 591.17 19.47 12.91Select
Key Ratio Calculations
Debt to Equity Inventory turnover Debtors Turnover
Company ratio ratio R.O.C.E Ratio Net Ranking

Rane Holdings 0.02 5.38 18.45 14.75 7

Motherson Sumi 0.2 10.21 17.02 9.05 4
Wabco India 0.005 15.66 23.76 4.36 6
Amar Raja
batteries 0.03 7.32 26.59 8.18 5
Suprajit
Engineering 0.3 10.65 22.98 5.99 2
Jamna Auto 0.18 14.04 35.24 20.63 1
Wheels 0.61 8.39 16.97 5.48 3
Allocation of funds
RANK COMPANY SHARE PRICE NO OF SHARES ALLOCATION

1 JAMNA AUTO 89 337078 30000000

2 SUPRAJIT ENGINEERING 262 74045 19400000

4 WHEELS INDIA 2575 5398 13900000

5 MOTHERSON SUMI 308 36038 11100000

6 AMAR RAJA BATTERIES 761.1 13795 10500000

7 WABCO INDIA 7120 1278 9100000

8 RANE HOLDINGS 1999 3001 6000000

Bench Mark 1001.07 100000000

N.A.V as on 22/06/2018 103000000
Sources
•Money control
•Value Research
Thank You!