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CONTENTS Vol. 32 No.

20 • SEPT 4 - 17, 2017

45 Recommendations

10 Choice Scrip

12 Low Priced Scrip

13 Hot Chips

Regulars

16 Analysis
06
07
08
Editor’s Keyboard
Company Index
Market View
Infosys : Still A Good Bet
Despite Tough Times 14 Technicals
60 Our Call Tracker
61 Expert Speak

22
62 Query Board
Special Report 65 Reviews
66 Kerbside
International Mutual Fund:
The Investment Avenue For
Brave Investors Subscribers can access
the complete databank
consisting of more than

54 Special Report
3500 companies on our
website www.DSIJ.in

Balance Your Portfolio With Communication Feature sections


are advertorials provided by the
High Dividend Paying FMCG company & carried on “as is” basis.
Stocks
4 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in
Time To Hone Your Stock-Picking Skills!
M
arkets tanked this week. I do not think that the current market movement has surprised
anyone- at least it did not surprise us. The much-required trigger for the market correction
came from the geopolitical situation arising from the ongoing tensions between the US and
North Korea, while we were all focused on Indo-China situation in Doklam. The FIIs turned
net sellers this week. Now what lies ahead for the markets? We still believe it is difficult for the markets to
trade below 31,000 level. We are closer to the near-term support levels and one may see some buying
coming into the markets, soon.

In my decades of experience in the market, I have seen this period is usually dull, i.e., the period from the
arrival of Ganesh Chaturthi, followed by the Pitrupaksh. There is hardly any enthusiasm in the markets and
the lull continues for some time till Dasshera. Post-Dasshera the sentiment improves. So, there do not seem
to be any triggers for the markets in the near to medium term. The earnings season can be expected to be
better this time around, with minor impact of GST to continue on corporate earnings, especially FMCG
ones. The earnings season gone by did not impress us and the street was a little disappointed with the
earnings reported.

There seems to be heavy price correction in individual


stocks, while the benchmark indices remain relatively
steady, thus making the lives of fund managers a little
bit challenging. The task any fund manager has in hand
is one of the most difficult in times such as now. Beating
benchmark returns is indeed becoming a challenge for
the community of fund managers. For this very reason,
it becomes crucial to select appropriate mutual fund
scheme for investing.

In our cover story, we have recommended top seven


equity-oriented open-ended mutual fund schemes that
we believe will help investors create wealth in the long
run. In spite of widespread awareness among retail
investors on mutual fund investing, I think people carry
lot of wrong notions on mutual funds. It is high time
investors start looking at mutual fund investing strategically and follow the best investment practices, while
not falling prey to the myths that may damage their portfolio returns. I am sure you will enjoy reading the
cover story and discover the top investible schemes as much as you may enjoy the special story which is also
related to mutual funds but focuses on international mutual funds that one can invest in.

Another interesting special story in this issue speaks on the importance of balancing your portfolio with
high quality dividend yield stocks in the FMCG sector. We have presented couple of stock ideas which you
may include in your diversified portfolio. Infosys is the talk of the town and we thought we will share our
views on the counter in our ‘Analysis’ column. The company does look to be faced with impending issues on
corporate governance and we do not know the complete picture, except that there are some governance
issues and a leadership crisis. Bringing back Nanden Nilekani, people say, is the best option, but it looks to
me as if it was the only option for Infosys. Based on the latest details available with us, we have analysed the
stock. Hope you find the inputs useful.

Coming back to our favourite topic on market movements, I would suggest investors to use the lull in the
market to research more on your stock ideas and start honing your stock picking skills as they may be useful
when markets start showing some price correction. In case you do not have much time at your disposable,
do not worry! We will always be your most reliable option when it comes to identifying right scrips for you
and equipping you with the right data for your study.

Happy Investing!!

V B PADODE
Editor-in-Chief

6 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


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Vol. 32. No. 20 • SEPT 4 - 17, 2017

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DSIJ Private Limited


Managing Director
Rajesh V Padode
Recommendations
Company/Scheme Reco. Price (`) Column Page No
For Customer Service Canara Robeco Equity Tax Saver (Gr.) l Buy 55.60 Cover Story 50
020-49072626 OR  service@DSIJ.in Canara Robeco Infrastructure (Gr.) l Buy 48.10 Cover Story 53
Mumbai Office Capital Trust Limited l BUY 490.00 QueryBoard 64
419-A, 4th Floor, Arun Chambers, Tardeo, Next to AC Market GMR l Buy 17.15 Low Priced Scrip 12
Mumbai - 400034 022-43476012/16/17 HDFC Growth Fund - Regular Plan (Gr) l Buy 176.41 Cover Story 50
Pune Office HDFC Large Cap Fund - Regular Plan l Buy 106.12 Cover Story 51
C-305, 3rd Floor, Trade Center, North Main Road, Near Axis Bank, Hinduja Global Solutions l Exit 500.50 Reviews 65
Opposite Lane no. 6, Koregaon Park, Pune - 411001
Hindustan Oil Exploration l Buy 82.40 Technicals 15
020-49072600
HUDCO Limited l HOLD 80.50 QueryBoard 63
Bengaluru
IDBI Bank Mid-cap Fund l Buy 11.35 Cover Story 52
Boston Financial Advisory Group, # 54,
3rd Floor, 13th Main, 17th Cross, HSR Layout, Indian Oil Corporation Limited l HOLD 452.00 QueryBoard 64
Bengaluru - 560102 080-25724800/600 Infosys l Hold 941.15 Analysis 17
Chennai 9445546165
Insecticides India l Buy 843.50 Hot Chips 13
J K Tyres l Hold 144.00 QueryBoard 62
Delhi 8800978622
Kajaria Ceramics l Buy 707.00 Kerbside 66
To advertise, mail us on ads@dsij.in Kolte Patil Developers l Buy 159.00 Hot Chips 13
Kotak PSU Bank ETF (Growth) l Buy 333.49 Cover Story 53
Printer and Publisher: Nitin Sawant, Editor: V B Padode for DSIJ Pvt Ltd.
on behalf of Achievements Merchandise Pvt Ltd. Printed at Kala Jyothi Nitin Fire Protection Industries l Exit 3.74 QueryBoard 62
Process Pvt. Ltd. Plot No.: W-17&18, M.I.D.C. Industrial Area, Taloja, NTPC l HOLD 168.00 QueryBoard 63
Dist. Raigad, Navi Mmbai. - 410 206. and published from 419-A, 4th
Floor, Arun Chambers, Tardeo, Next to AC Market, Mumbai - 400034 
Pidilite Industries l Buy 830.00 Technicals 15
All rights reserved.  While all efforts are made to ensure that the RBL Bank l Buy 538.00 Kerbside 66
information published is correct and up-to-date, Dalal Street Investment Reliance Infrastructure l Buy 506.45 Kerbside 66
Journal holds no responsibility for any errors that might occur. All
material contained herein is based on fundamental and technical analysis SBI Magnum Midcap Fund (Gr.) l Buy 75.96 Cover Story 52
and other in-house methods, which though reliable, are not infallible. The Stovec Industries l BP 3500.00 Reviews 65
information given in the magazine is of an advisory nature. Readers are
advised to consult experts before taking any investment decision and Dalal Tata Global Beverages l Buy 193.00 Special Report 58
Street Journal holds no responsibility for any losses that may arise due to Tata Sponge Iron l Buy 806.00 Choice Scrip 10
investment decisions made on the basis of information given within the
magazine. No reproduction is permitted in whole or part without written Vakrangee l Buy 502.00 Kerbside 66
consent from Dalal Street Journal  All disputes are subject to the VST Industries l Buy 2690.00 Special Report 58
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 SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 7


Market Watch Going forward, markets
may remain slightly weak
and may trade
Markets Unlikely To Breach 31,000 directionless after settling
down somewhere lower
Level On The Downside from the current levels.
Investors can look at

N
o one can guess the moods followed by metals sector, which rose by
global markets for
of the market perfectly; 1.86 per cent. direction and look out for
however, the recent market
correction was expected by Vishal Sikka’s surprise exit from Infosys
stock-specific
most of the market led to sharp price correction in Infosys. developments to park
participants. In fact, there is a consensus However, Infosys managed to pull itself their money.
in the market that the benchmark indices up, and thereby also pulled the IT index.
may come down further from their The IT index closed down by 1.53 per with the issue getting oversubscribed by
current levels. cent and was the single biggest loser 8.53 times by retail individual investors.
among the indices. Power sector index Investors can expect to see good listing
During last fortnight, American markets was the next biggest loser, slipping by on the counter and can focus on coming
were on a slightly downward trend with 1.49 per cent. IPOs as well.
Dow & Jones falling by 0.61 per cent,
NASDAQ by 0.49 per cent and S&P 500 In the last couple of weeks, FIIs have While the geopolitical situation cannot
sliding by 0.74 per cent. been selling in the market, whereas DIIs be ignored, there is no reason for Indian
have been actively buying. The FIIs have investors to panic. The South Korean
Taking cues from the US markets, recorded net sales of Rs 12,143 crore. On market is doing relatively better than
European markets too slipped over the the other hand, the DIIs have bought to many other global markets, despite it
past 15 days. Germany’s DAX fell by 1.9 the tune of Rs 9,120 crore in the fifteen being closer to North Korea. When
per cent. CAC 40, the French benchmark days gone by. South Korean investors are not worried,
index, was the biggest loser declining by why should Indian investors worry? It
2.11 per cent. Even UK’s FTSE 100 Apex Frozen Foods was one of the IPOs may be difficult for markets to breach
slipped by 0.63 per cent. that saw good response from investors, the 31,000 level in Sensex on the
downside. DS

29th Aug 15th Aug Gain/Loss


Indices
2017 2017 (%)

Dow Jones Ind 21,865.37 21,998.99 -0.61


S&P 500 2,446.30 2,464.61 -0.74
NASDAQ 6,301.89 6,333.01 -0.49
FTSE 100 7,337.43 7,383.85 -0.63
DAX 11,945.88 12,177.04 -1.90
CAC 40 5,031.92 5,140.25 -2.11
Hang Seng 27,765.01 27,174.96 2.17
Nikkei 19,362.55 19,753.31 -1.98
Shanghai 3,365.23 3,251.26 3.51

Performance Of Indices Net Investment In Equity Markets (`/Cr)


However, Asian markets showed a 29th Aug 14th Aug Gain/Loss Date FIIs DIIs
rising trend, gaining over the 15 days Indices
2017 2017 (%) 14-Aug-17 -1,638.83 1,619.17
gone by. Hang Seng and Shanghai SENSEX 31388.39 31,449.03 -0.19 16-Aug-17 -1,090.10 1,336.91
exchanges were the biggest gainers, rising Nifty 9796.05 9794.15 0.02
17-Aug-17 -981.05 828.59
by 2.17 and 3.51 per cent, respectively. As Mid-Cap 15,277.65 15,092.62 1.23
18-Aug-17 -2,182.12 584.59
against this, Japan’s Nikkei touched nearly Small-Cap 15,656.02 15,409.20 1.60
21-Aug-17 -1,983.39 474.72
a four-month low after North Korea’s Auto 23,455.32 23,605.07 -0.63
22-Aug-17 -828.69 435.05
launch of a ballistic missile over its Bankex 27,261.24 27,228.86 0.12
Hokkaido island triggered concerns 23-Aug-17 -1,157.52 929.84
FMCG 10,041.20 9,785.99 2.61
among traders. IT 10,054.60 10,211.25 -1.53 24-Aug-17 -696.93 1,044.38
Metal 12,950.49 12,713.39 1.86 28-Aug-17 -124.74 476.26
On the domestic front, FMCG sector was Power 2,232.40 2,266.06 -1.49 29-Aug-17 -1,459.64 1,391.33
the biggest gainer, rising by 2.61 per cent, Realty 2,079.68 2,077.51 0.10 Total -12,143.01 9,120.84

8 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Recommendations Equity
Also, China has shut 42.39 million
Tata Sponge Iron tonnes of crude steel capacity in the first
half of 2017, which is equal to 84% of its
yearly capacity. This is a golden opportu-

STEEL YOUR PORTFOLIO WITH TATA SPONGE IRON nity for Indian steel makers to go global.

On the financial front, Tata Sponge


reported encouraging figures. Although
its turnover came down from `63.3 crore
HERE IS WHY in FY16 to `61.6 crore in FY17, its
EBITDA increased from `23.96 crore to
Shutting down of Chinese steel plants `61.66 crore in FY17, an increase of
Expected improvement in domestic steel 157.35 per cent. The profit after tax
demand surged from `31.89 crore in FY16 to
`58.64 crore in FY17, showing an 84.2
Buoyant steel prices, per cent increase. For the quarter ended
June 30, its profit augmented three-fold
Company Overview: A subsidiary of to `30.5 crore. Its revenue from sponge
Tata Steel, it is in the business of iron segment rose to `176.86 crore from
producing and marketing sponge iron `107.17 crore in the year-ago period.
which is used in steel making. It also Income from power segment too rose
generates 26 MW power as a by product, from `15.26 crore in Q1FY17 to `18.75
which it exports to its parent company. crore in Q1FY18.
Moreover, the company also produces
power through waste heat recovery Best of LAST ONE Year Another factor in favour of Tata Sponge
boilers (WHRB), enabling it to help Name of Reco CMP Gain is its raw material security and proxim-
reduce carbon emissions and earn Company Price (`) (`) (%) ity. Tata Sponge sources iron ore, the
carbon credits. Tata Sponge has its Mahanagar Gas 518 1013.00 95.56 most important raw material, fully from
manufacturing facility at Bilaipada in Rajesh Exports 435 728.00 67.36 the mines of Tata Steel, its parent
Orissa which produces 3,90,000 MTPA Bajaj Holdings & Invest. 2064.00 2974.00 44.09 company. It also generates its own
of sponge iron or direct reduced iron Quess Corp 616 835.00 35.55
power, eliminating uncertainty in power
(DRI). Just a few months ago, the availability from external sources. Also,
Bharat Electronics 1279 1727.00 35.03
company has received an approval from the company's plant is situated near one
the Ministry of Environment, Forest and (Closing price as of Aug 29, 2017) of India’s richest iron ore reserves. On
Climate Change for enhancement of DRI the Valuation Front, the stock of Tata
production by 35,000 MT taking its new achieving record production. The Sponge is currently trading at PE ratio of
capacity to 4,25,000 MTPA . government has also initiated favourable 15.99x as compared to industry PE of
measures to restrict imports and to 15.01x. The company’s ROE and ROCE
Industry Overview: Depending on the strengthen the industrial base of the stood at 6.79 per cent and 6.95 per cent
demand, the sponge iron industry country. This augurs well for the sponge in FY17, respectively.
operates at 60-70 per cent of its full iron industry as the spurt in demand for
capacity since the sponge iron plants are steel will in turn create higher demand Considering the shutting down of
relatively easy to close and easy to restart. for sponge iron. Moreover, with the fall in Chinese steel plants, expected improve-
Using this to their advantage, the international prices of iron ore and coal- ment in domestic steel demand due to
industry operates mainly on a profitabil- the main raw materials- the cost of infrastructure push and buoyant steel
ity scenario. Interestingly, Tata Sponge production of sponge iron will come prices, we recommend our reader-inves-
last year operated its plant at full capacity down. tor to BUY Tata Sponge Iron. DS

CMP
Monthly Stock Market Returns Last Five Quarters - Consolidated (`/Cr)
Shareholding Pattern
(`) Jun '17 Mar '17 Dec '16 Sept '16 Jun '16
BSE Code: 513010 June 2017 Particulars
CMP: `806 FV: `10
BSE Volume: 19,148 Promoter 54.50 Total Income 191.5 185.04 143.52 138.7 118.99
Date: 30/08/2017 FII 5.98 Other Income 10.26 9.64 8.59 9.27 9.58
DII 0.89 Operating Profit 48.86 35.43 19.36 26.2 17.73
Others 4.80 Interest 0.46 0.46 0.86 0.56 0.56
General Public 33.83 Net Profit 30.57 21.2 10.97 16.06 10.55
Total 100 Equity 15.4 15.4 15.4 15.4 15.4

10 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Recommendations Equity
Reducing Debt: GIL has monetised
GMR some of its hard assets like road, power,
and others. In FY17, GIL reduced its
gross debt significantly to `19,856 crore

AVIATION GROWTH TO DRIVE GMR’S FORTUNES from `37,480 crore. Also, recently the
Supreme Court extended benefits of the
liberalised airport land monetisation
policy to the existing developers as well.
Among the companies in this space, GIL
HERE IS WHY has got the largest land holding and this
ruling comes as a big respite that will help
New airport order GIL to reduce its debt further and
Turnaround in energy business improve cash flows. At the Delhi airport
where GMR holds 64% stake, it has got
Repayment of debt close to 230 acres of land. It has already

T
started commercial developments of this
land with 45 acres completed and another
he infrastructure sector is a 23 acres being awarded for development.
key driver for any economy. Also, at the Hyderabad airport, which
The sector enjoys intense holds close to 1,500 acres of land, 90 acres
focus from the Indian PRICED SCRIP has been used for commercial develop-
government for creating ment.
world-class infrastructure in the country.
In this sector, GMR Group is one of the Best of LAST ONE Year Financials: GIL recorded a very positive
fastest growing enterprises with an Name of Reco CMP Gain performance in FY17. For the first time,
experience spanning three decades. Company Price (`) (`) (%) the energy sector registered a turnaround
Nocil 77.00 135.00 75.32 – GMR Warora achieved net profit of
Company Overview: GMR Infrastruc- Federal Bank 64.50 108.00 67.44 `143 crore. Profits in the airport sector
ture Limited (GIL) is a global infrastruc- RCF 60.55 95.00 56.90
increased and both Delhi and Hyderabad
ture conglomerate with interests in airports declared dividends for the first
Himadri Speciality Chem. 61.50 96.00 56.10
airports, energy, highways and urban time. The net debt to EBITDA for FY17
infrastructure sectors. It has been Meghmani Organics 45.85 71.00 54.85 improved to 4.3 from 10.2 in FY16. In
successful in employing the public-pri- (Closing price as of Aug 29, 2017) Q1FY18, GIL’s gross revenue from
vate partnership model to implement continuing operations improved by 41%
several iconic infrastructure projects in Group is also the only Indian airport to `3,159 crore as against `2,239 crore for
India. The company has 16 power genera- developer to have developed and operated Q1FY17. Its EBITDA improved by 11%
tion assets of which five are operational airports outside India. to `845 crore from `759 crore.
and 11 are under implementation. It also
has nine road assets, of which five are Robust Airport Sector : The Indian On the valuation front, GMR Infrastruc-
operational and four are under construc- aviation sector has witnessed remarkable ture’s share price is currently trading at
tion. GIL generates close to 60% of its growth in the last decade and is likely to be P/B multiple of 1.72x. The stock has
revenues from the airport business. the fastest growing aviation market in the climbed 32.7% in the last one year. With
world for the next 20 years. In the last one reducing debt, turnaround in its energy
It has recently won a contract to develop year, the traffic at GIL’s Delhi and business, and receipt of a new airport
and operate Goa’s greenfield airport at Hyderabad airports has increased by 14% order, GIL is ticking all the right boxes. At
Mopa. Apart from being the largest and 19% respectively. this juncture we recommend our readers
private airport company in India, GMR to ‘buy’ the stock. DS

CMP
Monthly Stock Market Returns Shareholding Pattern Last Five Quarters - Standalone (`/Cr)
BSE Code: 532754 (`) June 2017 Particulars Jun '17 Mar '17 Dec '16 Sept '16 Jun '16
CMP: `17.15 FV: `1
BSE Volume: 1,999,644 Promoter 61.66 Total Income 319.95 271.64 216.25 330.62 361.26
Date: 30/08/2017
FII 20.42 Other Income 0.3 0.83 9.72 0.6 5.13
DII 7.82 Operating Profit 92.87 61.28 126.46 253.76 289.51
Others 2.92 Interest 178.43 178.39 196.58 175.33 194.44
General Public 7.17 Net Profit -263.98 -2478.78 -381.93 -700.34 -123.06
Total 100 Equity 603.59 603.59 603.59 603.59 603.59

12 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


INSECTICIDES INDIA CMP - `843.50

BSE CODE Volume Face Value


532851 33616 `10

T
his manufacturer of agro-chemical Scrip’s Movement
products is known for its high- 850

margin brands, Navratna and Super 800

11. The company has posted exceptional 750

Q1FY18 results with revenue and PAT 700

growth of 77% and 412.6%, respectively 650


driven by expansion of its product line and 600
subsequent tie-ups with the companies to

01.Aug

11.Aug

29.Aug
03.Jul

18.Jul
market the products. In FY17 the company 2017
had tied up with Japan’s Nihon and USA’s
MPM for the same. Meanwhile, company
also signed a JV with Japan’s Agrio to take Last Seven Days’ Volume Table
advantage of its patented products. The
(No. of Shares)
company has launched Kayakalp, used to
improve soil health, expected to launch 3-4 Days Volume
annually. Company reported flat FY17 21-Aug-17 13,696
revenue but 21.3% PAT growth driven by 22-Aug-17 20,897
operational efficiency. Company is mulling 23-Aug-17 14,692
brownfield expansion of its technical 24-Aug-17 11,869
products facilities at Dahej plant. We 28-Aug-17 73,019
recommend a ‘buy’ in the scrip for a target 29-Aug-17 35,379
30-Aug-17 33,616
of `930 and with a stop loss of `761.
The scrips in this
column have been KOLTE PATIL DEVELOPERS CMP - `159
recommended
BSE CODE Volume Face Value
with a 15-day investment 532924 18501

A
`10
horizon in mind and Scrip’s Movement construction company
carry high risk. Therefore, 180
headquartered in Pune, Kolte Patil
investors are advised to
175
170
Developers is engaged in the
development and management of both
take into account their risk 165
160 commercial and residential projects. The
appetite before investing, 155 company has recently sold its land parcel at
as fundamentals may
150
Wakad suburb for a consideration of `160
145
crore as a part of strategic divestment.
or may not back the 140
Moreover, despite demonetisation, it posted
01.Aug

11.Aug
03.Jul

18.Jul

recommendations. 2017 decent growth in both pre-sales.


Considering this, the company is expected
to maintain its 0.5x debt-equity with strong
Hot Chips of Last One Month operating cash flows. Going forward too,
the company’s 70% of launch portfolio
Reco. Peak Likely under LIG/MIG would benefit from the
Price After Gain
government’s affordable housing scheme
(`) Reco* (%) Last Seven Days’ Volume Table
and thereby aid recovery from FY19E.
Issue No 18 ,Aug 7 - 20 .2017 (No. of Shares) Financially, the company has reported
PTC India 119.00 124.00 4.20 Days Volume exuberant 50% and 53% revenue and PAT
I G Petrochemicals 460.00 465.00 1.09 21-Aug-17 8,953 growth in FY17 on the back of robust
Issue No 19 ,Aug 21 -Sept 3 .2017
22-Aug-17 11,103 performance from Life Republic, Mirabillis
Tata Global Beverages 193.00 199.00 3.11
23-Aug-17 31,424 and Corolla projects. Implementation of
24-Aug-17 14,341 RERA may result in consolidation or shut
Blue Star 699.00 755.00 8.01 28-Aug-17 19,935 down of small builders. Thereby, we
*Highest price after our recommendations 29-Aug-17 6,287 recommend a Buy on the scrip, for a target
30-Aug-17 18,501 of `182 and with a stop loss of `147.
(Closing price as of Aug 30, 2017) DS

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 13


Technicals Equity
NIFTY Index Chart Analysis
Some more consolidation likely before major breakout or breakdown

I
ndian stock markets had attempted a
Roadmap for the next 15 trading sessions
gradual recovery post end of earnings
Ideas Nifty Levels Action to be Initiated Probable Targets
season and macroeconomic data, but
retreated after North Korea fired a missile Action to be initiated Close above 9925
Resistance for the medium term 9840-9925 on the weekly chart would give further 9950-10100
over Japan, escalating tensions between momentum to the bulls
Pyongyang and Washington. Investors
Close below 9645 on the weekly chart would
shifted their investments to safer havens Support for the medium term 9740-9685
change the trend and trigger a retreat.
9450
like gold and silver that surged sharply by
550 and 900 points, respectively. The fall was supported by justifiable 61-64. Thereby, considering medium
Moreover, we are approaching August volumes and 14-period RSI negative term, we hold 9685 as the major support
F&O series expiry which may result in crossover. Nifty has been making lower followed by 9445, which will act as a
further volatility on the downside. On the tops, but higher bottoms, creating a trend reversal. On the upside, Nifty
Nifty50 front, it was more of a stock- triangular pattern. Going forward, 9780 needs to break out of the 9965 level in the
specific movement that dragged or pulled followed by 9740, are the immediate first place, followed by 10100-10150 to

markets on a daily basis. It started off supports for the Nifty. Nifty has just continue with the uptrend in the
with Infosys falling nearly 10% on a closed near its 50-day EMA support and, markets.
single day with the resignation of its CEO hence, in case it recovers from the
Vishal Sikka. current levels, we hold 9840-9870 as the The corporate earnings recovery after the
immediate resistances. The level of 9925 GST roll-out in second half of the
Technically, considering the daily time on a closing basis would act as a current financial year may bring in some
frame, after a volatile session at the start provisional trend reversal. optimism in the markets which would be
of the week with Nifty resisting at 61.8% reflected in September quarter earnings.
retracement level of the sharp downward On a weekly basis, after a prior sharp Till then, favourable monsoon will be the
move staring 10088 on Aug 7, Nifty weekly fall from Aug 7 to Aug 11, Nifty is key support for the markets.
opened on a negative note posting an witnessing consolidation for three
open-high 9886-9887 levels. Nifty consecutive weeks. The consolidation is However, if weak global cues outpace,
tumbled sharply up to the upward sloping supported by falling volumes and the Nifty may remain range-bound to the
multipoint trendline level of 9783-9780. 14-period RSI trailing in the range of downside in the coming days.

14 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


STOCK RECOMMENDATIONS

HINDUSTAN OIL EXPLORATION ............. BUY ......... CMP `82.40


BSE Code : 500186 Target 1 ..... `85.40 | Target 2 ..... `89 | Stoploss....`78.50 (CLS)
The stock of Hindustan Oil Exploration is currently
trading at `82.40. Its 52 week high/low stands at
`89.30 / `48.80 which were made as on April 13,
2017 and September 1, 2016. Considering the daily
time frame, the stock gave a multiple point
downward sloping trendline breakout at `78.80 level
on Aug 28.

The stock thereafter witnessed a pullback up to


38.2% retracement level of the prior upward rally.
On a weekly basis, the stock gave a major resistance
breakout at `81.05 level and has sustained above
these levels. The high volumes and 14-period RSI
quoting at almost 60 suggest momentum going
forward. Hence, we suggest a Buy in the stock for a
target of `85.40, followed by `89 and with a stop loss
of `78.50.

PIDILITE INDUSTRIES ...................... BUY ......................... CMP `830


BSE Code : 500331 Target 1 ..... `879 | Target 2 ..... `890 | Stoploss....`804 (CLS)
The stock of Pidilite Industries is currently trading at
`830. Its 52-week high and low stands at `843/
`568.75 made on August 28, 2017 and December 26,
2017 where `843 level also acts as a multi-year high.
Considering the daily time frame, the stock was
trading in the range of `775 and `835.

The level of `775 acted as a resistance-turned-


support for the stock and it also hit a double
bottom at `775 on Aug 10 and Aug 11. The stock
recently gave a breakout at `835 and has also
bounced back after witnessing a pullback. The
14-period RSI is quoting at 60, while volumes are
low but justifiable.

Hence, we suggest you to Buy the stock for a target


of `879 followed by `890 and with a stop loss of
`804
DS

(Closing price as of Aug 30, 2017)

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

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 15


Analysis Equity

Infosys

STILL A GOOD BET


DESPITE TOUGH TIMES

I
nfosys is a name which needs no in FY17. Energy & utilities, the country. According to data released
introduction. Started in 1981 by communication and services (ECS) by the Department of Industrial Policy
seven engineers with a small generated 22.5 per cent revenues, and Promotion (DIPP), between April
investment of US$250, the followed by retail consumer packed- 2000 and March 2017, the computer
company has recorded revenues of goods and logistic (RCL) which software and hardware sector in India
US$ 10.2 billion in FY17. Here, at DSIJ, accounted for 16.4 per cent in FY17. attracted cumulative FDI inflows worth
we present an exclusive analysis of US$ 24.67 billion.
Infosys Ltd which has been creating The company is listed on both BSE and
wealth for its investors for more than two NSE. The company’s American Total exports from the IT-BPM sector
decades. Depositary Shares (ADSs) are also listed were US$ 108 billion during FY16;
on the New York Stock Exchange exports rose at a CAGR of 61.68 per cent
COMPANY OVERVIEW (NYSE), Euronext London and Euronext during FY09–16. India’s IT industry
Infosys is an Indian multinational Paris. amounts to 7 per cent of the global
corporation providing business market, largely due to exports.
consulting, information technology and Infosys operates through 30 offices across
outsourcing services. Infosys helps its India, the US, China, Australia, the UK, SLOW IT GROWTH ENVISAGED
clients to renew and simplify their Canada and Japan. It has its The software industry is already bracing
existing technology landscape and helps headquarters in Bengaluru and has a for slow growth. The Indian IT services
them design new technology based workforce of 198,000 employees. industry faces its toughest external
solutions to their business problems. environment in a decade. Many low-end
INDUSTRY OVERVIEW jobs are getting automated due to big
The company's key products are: India’s IT industry contributed around technology transformation. The overall
1. NIA - Next Generation Integrated AI 7.7 per cent to the country’s GDP in external situation has worsened on
Platform (formerly known as Mana) 2016. The information technology and account of the US President Donald
2. Infosys Information Platform business process management (IT-BPM) Trump's protectionist policies, especially
(IIP)- Analytics platform industry's revenue was about US $ 130 with regards to work visas and preference
3. Finacle: A universal banking solution billion in FY 2015-16. Of the total in jobs for Americans.
with various modules for retail and revenue, about 80 per cent was
corporate banking. contributed by 200 large and medium The slowdown is likely to be sharper in
4. Panaya: Cloud suite companies. Indian IT-BPM industry the coming year, especially for companies
5. Skava comprises of more than 15,000 firms, of that have about half their employees in
6. Edge Verve systems which about 1000 are large firms. the United States working on H-1B visas.
The IT-BPM sector in India expanded at Indian companies will have to hire more
The company's primary geographic CAGR of 13.7 per cent over 2010–16, locally and will have to pay higher
markets are North America, Europe, which is 3–4 times higher than the global salaries onsite. Hence, in the next
India and rest of the world, which IT-BPM growth. one-and-half year, earnings growth will
generated 61.9 per cent, 22.5 per cent, 3.2 be tough for the sector
per cent and 12.4 per cent, respectively, The IT industry in India employs nearly
of their consolidated revenues in FY17. 3.9 million people. The sector ranks ONGOING INTERNAL CONFLICTS
fourth in India’s total FDI share. It Over the past one-and-half year, there
The company derived major share of 27.1 accounts for about 37 per cent of total have been differences between the
per cent of its revenue from BFSI vertical private equity and venture investments in Infosys board and founders on matters of

16 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


governance. Infosys carried out internal shares in the buyback for various Infosys Ltd
investigations after two whistleblower technical reasons, the buyback offers a
BSE CODE: 500209 CMP: `941.15
complaints to market regulator SEBI decent arbitrage opportunity for others.
alleging improprieties in Infosys’ $200 Particulars Amount (` Crore)
million acquisition of Panaya. Infosys INFOSYS FINANCIALS: Net Sales 17078.00
founder NR Narayan Murthy wanted the Infosys started well in FY18, retaining its % Change -0.25%
entire report and its scope made public full year constant currency revenue Operating Profit 5375.00
to enhance transparency and growth guidance, thus beating analysts’ % Change -0.54%
accountability. But the company only expectations. Net Profit 3554.00
published the conclusion of the reports, % Change -2.04%
stating that no evidence was found The company's revenue for the quarter Equity 1144.00
supporting the allegations. Other points ended on June 30, 2017 dropped by 0.2 EPS (`) 15.23
of differences were former CEO Vishal per cent to `17,078 crore compared to FV (`) 5.00
Sikka’s salary and severance payout made `17,120 crore in the corresponding
CMP (`) 941.15
to former CFO Rajiv Bansal. The quarter of last year. Its consolidated profit
P/E (x) 14.27
escalating issues finally led to the during the quarter fell 3.3 per cent
resignation of CEO & MD Vishal Sikka. sequentially to `3,483 crore. Dividend Yield (%) 2.74
Book Value (`) 298.30
SHARE BUYBACK PLAN Its earnings before interest and tax (Trailing Four Quarter Data)
In order to pacify its shareholders after (EBIT) declined 2.4 per cent to `4,111
the resignation of Vishal Sikka, Infosys crore and margin contracted by 50 basis at PE ratio of 14.27x as compared to
asserted that it will repurchase as many points to 24.1 per cent compared with industry PE of 18.07x. The company’s
as 113 million shares at `1,150 each. The previous quarter. All these numbers ROE and ROCE stood at 22.03 per cent
repurchase price represents a 25 per cent exceeded analysts' expectations. and 20.29 per cent in FY17, respectively.
premium to its closing price at the time
of announcement. This massive `13,000 The gross client addition for the quarter Infosys has given 2.88 per cent dividend
crore buyback, amounting to nearly 5 per stood at 59, compared with 71 in the yield to its shareholders in FY17. The
cent of the company’s share capital, is March quarter. The company added 6 company has book value of `298.30.
aimed at increasing the returns for the clients in $25 million category. Infosys
shareholders. As per market regulator has estimated that it would grow at PEER COMPARISON
Security and Exchange Board of India’s 6.5-8.5 per cent in the current fiscal year, TCS and Wipro are the major peers of
rules, 15 per cent of buyback is reserved after providing for fluctuations in the company. The company stands apart
for retail investors (having shareholding exchange rates. from others maintaining its higher
up to `2 lakh). This implies that around On the valuation front, Infosys is trading dividend yield. Its dividend yield is 2.88
1.70 crore shares in the buyback will be
reserved for retail investors. With total Peer comparison
retail holding of 2.87 crore shares, even if Stocks
Market cap
P/E (x) P/B (x)
YTD 1 YTD 3 YTD 5 Dividend
all of the retail shareholders tender their (Cr) Year(%) Year (%) Year (%) Yield (%)
shares, the acceptance ratio will be 59 per TCS 4,77,231.90 18.41 6.85 -4.29 0.34 13.46 1.89
cent. Although many small Infosys WIPRO 1,41,546.57 16.62 2.64 11.62 1.36 9.81 0.34
shareholders may fail to tender their Infosys 2,05,463.70 14.27 3 -13.79 -0.93 7.54 2.88

Nandan Nilekani: Most appropriate person to solve Infosys turmoil per cent as against 1.89 and 0.34 per cent
The recent resignation of Vishal Sikka from the post of Chief Executive Officer and the of TCS and Wipro, respectively.
Managing Director has put brakes on Infosys' smooth sailing. At a time when the company Infosys PE stands stable at 14.27 as
should be firing on all cylinders, it looks like it will fail to meet its annual targets. compared to 18.41 of TCS and 16.62 of
The company lost nearly `34,000 crore in market capitalisation in two trading sessions after Wipro. Its P/B ratio stands at 3.0 while
Sikka's resignation. Its share price dipped by 14 per cent in two trading sessions to touch Wipro has a comparatively lower P/B
`874, its lowest level since August 8, 2014 With Infosys focusing more on internal matters, value of 2.64.
rival companies will sense an opportunity to lure away its clients. Sikka's personal
connections with high-ranking corporate executives across the world were a key factor in his A positive first quarter and the recent
appointment as Infosys CEO. Infosys’ major challenge will be to hold on to its clients, several
of whom are expected to be spooked by CEO Vishal Sikka's abrupt resignation. To restore appointment of the co-founder and
order at the company, Infosys has brought back highly respected Nandan Nilekani as the celebrated technocrat Nandan Nilekani is
company's non-executive chairman. We can expect this to calm the client and investor unrest expected to revive some confidence in
and steady the share price. Nilekani's major challenge will be to resolve the conflicts between Infosys. We recommend HOLD on the
the founders and the board and manage the transition as the company rebuilds its top stock for our reader-investors.
management team. It looks like a tough road ahead for Infosys. DS

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 17


Tax Column
Jayesh Dadia, Chartered Accountant
INCOME OF POLITICAL PARTIES :
TAXABLE OR EXEMPT?
not by way of cash under section 80GGB
(A) BACKGROUND : At present, this exemption. of the Income Tax Act..
political parties registered with the
Election Commission of India are exempt (C) WHICH INCOME EXEMPT : Similarly, non-corporate entities will also
from paying income tax, subject to certain Income under the head income from be entitled for deduction while computing
conditions provided in Section 13A of the ‘House Property’, ‘Income from Other their income, provided the donation is not
Income Tax Act. Under that section, Sources’,‘Capital Gain’ and income by way by way of cash under section 80GGC of
voluntary contribution/donation received of voluntary contribution received by the the Income Tax Act.
by the political parties even in cash was political parties are eligible for exemption.
permissible and exempt. The only In other words, business income of (F) WHETHER POLITICAL PARTIES
condition was to file details of names and political parties, if earned, is taxable. The ARE SUBJECT TO SCRUTINY OF
addresses of the persons who have made major source of income of any political INCOME TAX: Yes – all the political
contributions in excess of `20,000 with the party is in the form of donations and parties are subject to scrutiny provisions of
Election Commission. The existing contributions received from individuals the Income Tax Act. The Assessing Officer
provisions were, therefore, misused by all and corporates, coupon sales and interest having jurisdiction over a particular
political parties and,in view of exemptions, on investment made out of surplus fund. political party can issue notice calling for
unaccounted and black money was All these incomes enjoy exemption. certain information and records for his
pumped in. Also, most of the political verification and examination. All the
parties were not filing their return of (D) CONDITIONS FOR EXEMPTION relevant provisions of the Act relating to
income within the stipulated time but were OF INCOME : scrutiny assessment are also applicable to
still enjoying exemption. (a) Maintenance of books of accounts and the political parties.
other documents mandatory
Lots of hue and cry was raised in social (b) Maintenance of records with names (G) DEMONETIZATION EFFECT
media after demonetisation and the and address of the donors from whom Any political party which has deposited
government was forced to amend the donations in excess of Rs20,000 old `500 and `1000 notes in their accounts
existing provisions. Views have been received. would still enjoy exemption, provided
expressed that all the black money was (c) Accounts need to be audited by donation taken are below Rs20,000 per
converted into white by way of donations independent Chartered Accountants individual and properly documented.
from unknown persons. In the light of this (d) No donation of Rs2,000 or more shall
perception, the Modi government has be received in cash (H) CONCLUSION : Under the
brought amendment to reduce conversion. (e) Compulsory filing of their return of amended provisions of the Income Tax
income, as provided in Section Act, political parties enjoy exemption if all
Under the amended provisions, filing of 139(4B) on or before due date of filing the conditions prescribed above are
return within due date is mandatory and the income tax return. fulfilled. If any condition is not fulfilled,
there can be no receipt of donation in (f) Submitting a report to the Election then it loses the exemption and the entire
excess of Rs2,000 in cash. Failure on the Commission under section 29C(3) of income is taxable under the provision of
part of political parties to comply with the Representation of Peoples Act, the Income Tax Act. With the cap of
such requirements would result in loss of 1951 Rs2,000 for cash donation, misuse of
exemption. Thus, if any of the condition is not satisfied, exemption provisions would reduce
the political party shall lose its exemption substantially. The compulsory filing of
(B) ELIGIBILITY : All political parties under section 13A of the Income Tax Act. return before the due date would also
registered under section 29A of the make the accounts of political parties more
Representation of the Peoples Act, 1951, (E) DEDUCTION IN THE transparent. A new scheme of issuing
are eligible for exemption under section HANDS OF DONOR: Indian companies Electoral Bonds would also reduce misuse
13A of the Income Tax Act. Thus, any are entitled for full deduction in their tax and utilisation of black money by the
party which is not registered with the returns of the contributions given to any political parties.
Election Commission, would not enjoy political party, provided the contribution is DS

18 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Communication Feature Pushpanjali Realms and Infratech Ltd.

Pushpanjali Realms To Benefit From
Government Boost To Infra Sector
Deepak Kumar Mittal
MD, Pushpanjali Realms and Infratech Ltd.

portfolio of projects in Dehradun, from `0.03 crs in FY14 to touch `1.35


Uttarakhand, where it plans to execute crore in in December 31, 2016. While net
residential flats in range of 1BHK, 2BHK, profit has grown from a small base from
3 BHK and 4 BHK for customers across `0.02 crs in FY14 to `1.18 crs in
all income groups and spread in all over December 31, 2016. All these improved
the city. Strategic locations of its projects operational metrics have got reflected in
in high economic growth areas better return ratios of 19% ROCE and
strengthen the stability of its revenues 20% ROE for the company as on FY17.
streams and enhances its ability to
close financing arrangements for its The ‘Affordable Housing for All’ is a
projects. critical policy agenda for the present

D
Narendar Modi government. Building of
Currently, the company has two ongoing 1.6 million homes was sanctioned in
ehradun based Pushpanjali projects in Dehradun, one is “Eminent FY14 with a value of `41,723 crore.
Realms and Infratech Heights” with total area of 64,800 sq ft Approximately 11 crore houses is
Limited, company listed and second is “Orchid Park” with total estimated to be required by 2022 of
on NSE Emerge platform land area of 2,02,500 sq ft. Both these which 70% will be in the affordable
of NSE, engaged in real projects have got all required clearances segment. The potential investment
estate development, focused primarily on and are likely to be monetised over the required in this space is US$250 billion
construction and development of next 12 to 18 months. per annum as per a KPMG report thus
residential projects. Residential portfolio implying a huge opportunity for HFCs
currently covers projects catering to In the last four years between FY14 to focused on LMI segment.
customers across all income groups. FY17, the company has consistently
The Company has successfully improved its financial performance IN Also, the ‘100 Smart Cities’ government
executed one Residential Project named FY-14, it started with a small revenue initiative is aimed at reshaping the urban
“Upscale Living” in Dehradun, base of `1.16 crore which has multiplied landscape by making cities more
Uttarakhand. over 18x to touch `18.48 crs in December affordable and livable. Each city selected
31, 2016. Likewise, EBIDTA from under the scheme would be granted
Currently there are two ongoing projects operations has also grown significantly `100cr/year for five years.
in Dehradun, one is “Eminent Heights”
with total area of 64,800 sq. ft. and
second is “Orchid Park” with total area
of 2,02,500 sq. ft. Project ‘Eminent
Heights’ is expected to be completed
in FY 2017-18 and project ‘Orchid Park’
is expected to be completed in FY
2019-20.

The Government of India has recognised


the need to fill the gap in urban housing
hence the government announced an
ambitious project which seeks to provide
‘Housing for All by 2020’.

Deepak Mittal, aged 40 years, is


company's promoter and managing
director. Mittal has more than 11 years in
hospitality and real estate Industry.

Pushpanjali enjoys a sizeable and diverse

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 19


Expert Speak Personal Finance
Imbibe These Traits To Become A Better Investor
REMAIN COMMITTED TO YOUR investments in your portfolio.
TIME HORIZON Therefore, investing in open-ended
Once a time horizon is assigned to a goal, mutual funds can be a much better
you must remain committed to it. This option than investing in traditional
approach prepares you to tackle the options that do not allow you the
volatility without having to worry about required flexibility. However, donot
its impact on the portfolio in the short get tempted to make frequent
term. Besides, if you continue your changes just because you have the

Hemant Rustagi
Chief Executive Officer, Wiseinvest Advisors

I
nvesting money judiciously to investment process uninterruptedly, you flexibility to do so. Also, avoid
achieve different investment goals benefit from averaging. discussing your portfolio with all
is the most important activity for and sundry as conflicting views on
your financial life. Therefore, it is your portfolio composition can make
important that you plan your LISTEN CAREFULLY TO ABSORB you lose your focus and compel you to
investments in a manner that there is KNOWLEDGE make investment decisions that may
enough to fulfil requirements at different Today,a lot of information is available for compromise your financial future.
stages of your life. It is equally important you on various investment options and
to imbibe certain traits that can not only strategies to invest in them through
help you in starting the process right, but different media. Hence, you must be AVOID BECOMING EMOTIONALLY
also in ensuring that it remains on track open to absorb this knowledge and use it ATTACHED TO YOUR
through your defined time horizon. Here in your investment process. If you find it INVESTMENTS
are some of these and how they can make overwhelming to analyse this Many investors get emotionally attached
you a better investor: information, donot hesitate to take the to their investments and that makes it
help of an advisor. Once you start difficult for them to make changes,
working with an advisor, listen to when required. While it is important to
THINK BIG him/her carefully as that can go a long keep track of the progress of the
You must think big at the start of your way in allowing you to tackle the portfolio, it is equally important to be
investment process. It is quite common complexities of the investment world. open to make changes in the portfolio in
to see investors following a haphazard The unwillingness to listen can make it case some of the investments
approach of investing in different asset difficult for you to adapt to the ever- underperform their peer group and
classes and exiting from them depending changing investment and economic benchmarks for prolonged periods.
on how these asset classes behave at environment. However, it should be done only by after
certain points. Needless to say, this giving sufficient time to fund managers
approach often makes them miss out on to perform and prove their worth over
opportunities in the market. Therefore, BE FLEXIBLE different market cycles.
while planning your investments, you It is a proven fact that there is no straight
must look at the bigger picture by path to investment success. Hence, your
establishing your goals to be achieved investment process as well as options KEEP GREED AND FEAR AWAY
over short, medium and long-term must provide you the flexibility required Allowing greed and fear to cloud your
horizon. A goal-based investment to realign your portfolio in line with your investment decisions can be harmful for
process ensures that you follow changing circumstances as well as your financial health. While greed can
budgeting, give risk management its due economic and political environment. take you beyond your defined level for
and follow an asset allocation model that Besides, you may have to contend with risk, fear stops you from looking beyond
helps in creating the right balance the challenges in the form of volatility traditional options like fixed deposits
between risk and reward. and non-performance of some of the and small savings schemes. DS

20 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Special Report
International Mutual Fund: The
Investment Avenue For Brave Investors
Investing internationally via mutual funds sounds like a lucrative idea. Karan Bhojwani surfs
through all the funds in the category to get a detailed perspective.

A
nand Rai, a senior official deposits and saving accounts. On the WHAT IS AN INTERNATIONAL
in his mid-thirties, is other hand, over a period of last 3-5 FUND?
working with an MNC years, mutual funds have delivered good As per the definition of Investopedia,
organisation. All through returns. Hence, Rai is seeking advice international mutual fund is “a mutual
the years, he has been a from his financial adviser for investment fund that can invest in companies located
disciplined saver and dominant part of in mutual funds to achieve the desired anywhere outside of its investors’ country
his savings was invested in fixed deposits, corpus for his child’s education. of residence.” In simple terms,
savings account and tax free bonds. Now, international mutual funds invest in
Anand Rai wants to start planning for his To start with, the financial adviser asked stocks and shares of companies outside
child’s higher education. However, Rai is Rai about his goals, and after speaking to the investors' home country. In the case of
not happy with the returns he has fetched him for a while, a critical thing that an Indian investor, an international
on his savings account and fixed deposits featured in the conversation with Rai mutual fund would be a fund that invests
and he is quite certain if he continues was that he has the desire to send his in the equities of companies that are
with these investment routes, he will not child to a foreign country for higher outside India. Many individuals often get
be able to create the desired corpus of education. So considering this point, the confused between the term international
fund required for his child’s education. financial consultant suggested having fund and global fund. The difference
some per cent of his saving invested in between the global fund and international
international mutual funds. fund is that global fund includes entire
Tejas Khoday
Co-founder & CEO, FYERS Now, why did Rai’s financial adviser
propose him to have some percentage Dinesh Rohira
International diversification in equities can be Founder & CEO, 5nance.com
of his savings invested in international
especially fruitful during times of distress in India. mutual funds? Firstly, international As mutual fund industry in India is growing
Ideally, it is best pursued when the equity markets are investments may be helpful for
at quantum pace, investors are catching hold of
declining and the currency is losing its value. It helps to Rai as he is looking to fund his
child's foreign education. Since international mutual fund as an element to build a
mitigate the depreciation of the Indian rupee. To give
Rai's earnings are in Indian defensive portfolio. Like any mutual fund that invests in
you an idea, in just the last five years, INR has lost 16%
rupees, he will have to domestic market, international funds are aimed at
of its value against the US dollar. In layman’s terms, this exchange them for dollars investing only in foreign territory. Like India, many
means that the purchasing power of Indians has whenever he needs the money other emerging and developed markets are in growth
deteriorated by almost one fifth. The highest benefits for the purpose of his child's
phase with increasing economic activities, coupled with
of international investing can be achieved when foreign education in future. higher corporate earnings. Thus, these markets provide
the Indian rupee depreciates and the foreign
equity investments appreciate Deploying savings in a mutual fund that a great opportunity for domestic investors to earn
holds international assets implies that higher returns and, at the same time, diversify
simultaneously
the returns to him as an investor are in their overall portfolio.
US dollars. Furthermore, the financial
Robert G. Allen, the renowned financial adviser wants him to invest in companies
author and adviser, has been quoted as spread over other geographies so that world, while an international fund
saying “How many millionaires do you just in case his Indian investments fail to includes the entire world, excluding the
know who have become wealthy by deliver desired returns due to some investor’s home country.
investing in savings accounts? I rest my domestic issues, his international
case.” The recent cut in savings bank rate investments may still deliver stable WHY SHOULD ONE GO FOR
and downward revision in interest rates returns. This would also serve the INTERNATIONAL MUTUAL
on fixed deposits have further dented purpose of geographical diversification FUNDS?
Rai's sentiments to continue with fixed of his investments. When it comes to investing, the age-old

22 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


❝The biggest advantage of investing in international
funds is diversification❞
 Kaustubh Belapurkar, , Director Fund Research, Morningstar India

IOneWhat Are risk associated with investing in


international mutual funds?
of the risks associated with investing in international funds
options, albeit limited, have been around for a decade, with
options to invest into the US, Europe, ASEAN, country-specific
funds like Brazil and China and even funds investing into
is currency risk. If rupee strengthens, then it erodes your natural resources companies like gold mining companies or
returns vis-à-vis a pure domestic investment. Also, if you are energy companies. The greatest amount of investor interest has
investing into country or region-specific funds, then you could typically been in gold mining funds and the US funds. In fact,
be exposed to specific country/geopolitical risks. in 2013, when the Indian equity markets were going through a
prolonged lull phase, domestic equity funds too were
Another aspect, though not a risk, is the unfavourable tax witnessing stagnating growth. At the time, investors increased
treatment for international equity funds. Although these are allocation into the US funds on the back of strong one year
equity funds, for tax purposes they are classified as non-equity, historical returns of these funds. Post that, though the story has
thus investors end up paying a capital gains tax which is higher been very different, with the start of the domestic equity market
compared to domestic equity funds. rally in 2014, domestic fund flows are reaching new highs, but
global funds are witnessing a slow trickle of redemptions. As an

ITheWhat are the advantages of investing in international


mutual funds?
biggest advantage of investing in international funds is
effect of this, global funds currently form a minuscule
proportion of investor’s equity portfolio at 0.27% from a high of
1.56% in Jan 2014.
diversification benefits. By adding international funds to your
portfolio, you can reduce the overall volatility of your portfolio
by as much as 5-10%. The primary reason for this is the
co-relation of the domestic markets is lower with international
ISince
How have these international mutual funds performed
vis-a-vis Indian mutual funds?
the global funds available are quite diverse, we have
markets, especially with that of developed markets. compared the returns of some of the popular global indices
with the Nifty. This gives you an idea that no one index/country
Another advantage is ability to take exposure to sectors or can consistently outperform year-on-year. In fact, the returns
companies that you would ordinarily not have exposure to. can be quite divergent.
Global companies like Amazon, Google, Facebook, Coca Cola,
etc. are widely known and used brands in India; they derive a Calendar Year Returns (INR)
fair share of the revenues/users from countries such as ours. By Name 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
investing in these funds, you can potentially gain exposure to S&P 500 TR (6.1) (22.1) 20.8 10.6 21.3 19.7 49.5 16.0 6.3 14.9
such stocks. Russell 1000 Growth TR (0.4) (23.9) 31.1 12.1 21.9 18.9 50.7 15.4 10.7 9.9
FTSE 100 TR (2.8) (36.0) 36.6 4.9 15.3 18.7 36.5 (3.2) (2.2) 2.4

I What parameters should one take into consideration


before investing in international mutual funds?
There are a few things to consider while taking international
MSCI EM NR
IISL Nifty 50 PR
Source: Morningstar Direct
24.2
54.8
(42.3)
(51.8)
70.5
75.8
14.2
17.9
(3.1)
(24.6)
22.0
27.7
10.0
6.8
(0.2)
31.4
(10.8)
(4.1)
14.1
3.0

fund exposure. Firstly, each investor needs to understand their


risk and return requirements, basis their investment objectives

I
and time horizon. Once these have been arrived at, an efficient How many such funds are available for investing in
portfolio is constructed, which decides the level of international India and what is the size of total assets managed by
fund allocations. The next decision would involve choosing the such funds or FoFs?
types of international exposure – country specific, regional, There are ~35 international funds that are available for Indian
emerging markets, developed markets, etc. Most investors investors. The AUM of international funds has been dipping
would be better-served taking exposure to developed markets over the years and this is even more exaggerated when
funds or funds investing into the US or Europe, which are more comparing the share of global funds as a % of overall equity
broad-based. fund AUMs.

I
How has been the participation from individual Jul17 Jan17 Jan16 Jan15 Jan14 Jan13 Jan12 Jan11 Jan10
investors when it comes to investing in these Indian Global Funds (INR crore) 1,670 1,838 1,877 2,500 2,728 2,151 2,547 2,465 2,800
rupee denominated international mutual funds? % of Overall Equity AuM 0.27 0.37 0.49 0.73 1.56 1.13 1.42 1.30 1.47
International funds from an Indian investor’s perspective have Source: AMFI
been a little bit of a hit-and-miss. Global fund investment

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 23


Special Report
PROS OF INVESTING IN INTERNATIONAL FUNDS: CONS OF INVESTING IN INTERNATIONAL FUNDS:

1. Diversification: “In my 45-year career as an investment 1. Slowdown in foreign economies: The Indian economy
counsellor, humility did show me the need for worldwide is a bright spot for investment and it is one of the
diversification to reduce risk. That career did help me to prominent economies among all emerging markets,
become more and more humble because statistics showed investments made in the Indian markets have delivered
that when I advised a client to buy one stock to replace hefty returns, while international economies are facing
another, about one-third of the time the client would have slowdown and some economies have reached stagnation
done better to ignore my advice. In other endeavours, point. In such a scenario, investing in low growth
humility about how little I know has encouraged me to foreign funds instead of investing in the prominent
listen more carefully and more wisely,“ said Sir John economies of the emerging markets needs a careful
Templeton, the iconic investor, fund manager and consideration.
philanthropist. In finance and investment planning,
diversification is the risk management strategy of 2. Currency Risk: One of the significant drawbacks of
combining wide variety of investments to reduce the overall investing in international mutual funds is the currency
risk of an investment portfolio. Not all the markets of the volatility. While investing in an international fund, the
world move in tandem, so a downtrend in a home market investment is made in rupees, which is then changed
can be well taken care of by gains in the other international over into different currencies, depending on the
markets. country in which it is invested. If the foreign currency in
which you have invested falls in value against the rupee,
2. Lets you capitalize on some of world’s best your profits will be eroded and the gains you may have
opportunities: Many international companies that are made through investment in these funds will be reduced.
fundamentally strong and are global leaders in the services Let us take an illustration to understand this thing. Suppose
or products they offer like Amazon, Google, Facebook, Mr ABC invests `1 lakh in an international fund.
Microsoft, etc. do not have their stocks listed on the Indian
stock exchanges. In such cases, if any investor wants to Assuming the rupee-dollar rates at `66 to a dollar, ABC can
participate in the growth stories of these stocks, he/she can buy units worth around US$ 1,515. After a couple of years,
do so by investing in international mutual funds. say the units have fetched returns of 20 per cent. Thus,
ABC's investment is valued US$ 1,818. Now, suppose the
3. Acts as hedge: An international fund acts as a hedge rupee has become stronger and the rupee-dollar rate quotes
against the fall in the rupee against dollar, thus minimising at `63 per dollar. If ABC decides to redeem the units, his
loss owing to the currency depreciation. units would be valued at `1,14,534 (63*1,818). Hence, the
actual returns would be just `14,534, i.e. 14.5 per cent.
4. Sufficient track records: Majority of the international
mutual fund schemes have commendable reputation and 3. Political Disturbance: Investments made in foreign
provide adequate data on their past performance. All of this funds are exposed to geopolitical risks, i.e. these are likely to
information empowers the investors to take a sound and suffer from political disturbances in the country or region
informed decision. in which investments are made.

5. Availability of wide variety of schemes: An investor Keeping abreast of such developments is not easy for retail
has wide variety of schemes at his/her disposal. The investor investors. By the time a retail investor decides to withdraw
can choose region-specific schemes or schemes based on in panic to avoid losses, it might be too late.
particular theme.

adage is: “Don’t put all your eggs in one TYPES OF INTERNATIONAL presently and the road map for future
basket”. Investing in international mutual MUTUAL FUNDS: looks good. Additionally, as under
funds helps serve the purpose of International mutual funds come in taxation, long term capital gains tax is
diversification. International funds three types: zero, returns from these investments
invest in shares and stocks of companies Domestic-International Hybrid: The become tax-free after one year.
outside the investor’s home country, domestic-international hybrid fund
giving excellent portfolio diversification invests 65 per cent plus money in Feeder Investments: These funds invest
and hedging risk by spreading it over domestic equities and the balance through “feeder” route into a particular
a blend of geographies and markets around 35 per cent in international country or region. Under this
and allowing the investors' to capitalise markets. In the case of the Indian mechanism, the fund invests in another
on some of the world’s best investors, this is a good option because international fund, which in turn invests
opportunities. Indian markets are doing rather well directly in foreign stocks.

24 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


❝International mutual fund can be more risky than
normal mutual fund❞
 Harshad Chetanwala, Head - Customer Delight, Quantum AMC Pvt. Ltd.

I I
What are international mutual funds and what is the In your opinion, what would be an ideal time
difference between normal and international mutual horizon for investing in international mutual funds?
funds? Any investment in equities, domestic or international, need
In international mutual funds, the fund manager invests in to have a long-term horizon of more than 5-7 years.

I
companies outside India, whereas in a normal mutual fund, the
investment will be done in Indian companies listed in India. Should one look at international mutual funds for
diversification purpose or do these funds have

IAAre international mutual funds riskier than normal


mutual funds?
good mutual fund manager will always try to reduce the risk,
potential to outperform the normal mutual funds?
There is a lot of potential in India and Indian companies at
present and this potential would continue for a decade or
however, in the case of international mutual funds, there is more. Hence, investors are better off investing in normal
additional risk of currency fluctuation, economic and mutual funds by investing in Indian companies. Some HNI
regulatory environment. Hence, they can be more risky than a Investors with higher risk appetite may like to look at these
normal mutual fund. kinds of funds from a diversification perspective.

Top 5 best performing Top 5 worst performing Top 5 best performing Top 5 worst performing
international mutual funds international mutual funds international mutual funds international mutual funds
for the past 3 years for the past 3 years for the past 5 years for the past 5 years
Best Performing Returns Worst Performing Returns Best Performing Returns Worst Performing Returns
funds (3 years) in % (3 Years) in % funds(5 years) in % (5 Years) in %
Motilal Oswal MOSt 14.44 DSP BlackRock World
Shares NASDAQ - 100 Motilal Oswal MOSt 18.83 Kotak World Gold Fund -8.83
Energy Fund - Regular
ETF Fund -9.36 Shares NASDAQ - 100 - Standard Plan
Plan
ETF Fund
Edelweiss Greater China 9.15 DSP BlackRock World -7.5
Equity Off-shore Fund - Franklin India Feeder 14.82 Gold Fund - Regular Plan
DSP BlackRock World
Direct Plan Franklin US
Energy Fund - Direct -9.15 DSP BlackRock World -6.06
Franklin India Feeder 8.95 Plan Opportunities Fund
Mining Fund - Regular
Franklin US
HSBC Brazil Fund -8.99 ICICI Prudential US 13.78 Plan
Opportunities
Bluechip Equity Fund
Fund - Direct Plan DSP BlackRock World
DSP BlackRock US 8.61 Mining Fund - Regular -7.48 DSP BlackRock US 13.75 HSBC Brazil Fund -5.47
Flexible Equity Fund - Plan Flexible Equity Fund
Direct Plan Aditya Birla Sun Life Edelweiss Greater China 13.41 Aditya Birla Sun Life -2.07
Franklin Asian Equity 8.6 Global Commodities -7.13 Equity Off-shore Fund Global Commodities
Fund - Direct Plan Fund - Regular Plan Fund

The table here highlights the performance of Comparison Of Performance Of Different Fund Categories Since 2009
different fund categories for the past eight years, Fund Category 2016 2015 2014 2013 2012 2011 2010 2009
starting from 2009 up to 2016. There have been Equity: Large Cap 4.46 -1.84 35.21 6.79 27.77 -23.54 17.16 72.81
two instances where the international funds have Equity: Multi Cap 5.09 2.34 48.07 5.31 30.92 -23.41 18.15 78.86
outclassed rest of the fund categories. The two
Equity: Mid Cap 5 7.98 64.52 2.86 37.74 -24.47 19.06 94.92
years were 2013 and 2016. In the year 2011, where
Equity: Small Cap 6.41 11.57 82.76 3.04 44.11 -26.95 20.84 103.31
most of the fund categories delivered negative
returns of over 20 per cent, international fund Equity: International 11.45 -7.04 1.89 14.12 14.29 -6.01 13.02 50.67
dipped just 6 per cent. Source: Valueresearchonline.com

FINAL SAY : To sum up, international mutual funds will help plan to include in their investment portfolio. More importantly,
an investor to diversify portfolio across different economies in investors should be mindful of risks associated with these
the world. Additionally, these funds open up doors to some funds, i.e. currency risks and geopolitical risks. Investors who
good investment opportunities that are not available in India. are looking for diversification can take small exposure to the
However, to make a wise decision, an investor should do International mutual funds; may be 5-10 per cent of the mutual
detailed research about the international markets in which they fund portion of their total investment portfolio.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 25


Databank Updated Information
Updated as on August 24, 2017

Key To
Subscribers can access the complete databank consisting of
Databank Updated Information
more than 3500 companies on our website www.DSIJ.in
 Face Value: Actual cost of the stock assigned by the security issuer and shown in the certificate.  NoShold: Indicates the Number of Share Holders of the company. (In Thousands)
 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

(28/07/17)
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 AIRLINES
IND. COMPOSITE 1078 46470 2489 23
*InterGlobe Aviation 10 1703 361.6 105 18581 1659.2 45.9 34.00 0.6 43.9 1706 5752.9 811.1 1706Q 5752.9 26 811.1 37 85.85 0 8.60 52.0 42931 1187.25 1346/807 40694 22.9
*Jet Airways 10 1703 113.6 -270 21552 390.4 34.4 - -2.4 - 1703 5449.1 36.8 - - 1 - - 50.99 0 16.28 102.9 6513 573.35 645/332 12199 16.7
*Spicejet Ltd. 10 U1703 599.5 -13 6191 430.7 7.2 - -0.8 - 1706 1869.5 175.2 1706Q 1869.5 23 175.2 18 60.25 34 10.40 144.1 7625 127.20 136/55 8545 16.7
2 ALUMINIUM
IND. COMPOSITE 1191 44480 2225 29
*Hindalco Indus. 1 1703 224.3* 211 36937 1556.9 6.9 1.10 0.5 3.3 1706 9770.0 289.5 1706Q 9770.0 29 289.5 -2 34.69 0 45.81 316.2 52150 232.45 245/139 70436 33.6
National Alumini 5 U1703 966.5 69 7543 668.5 3.5 2.80 0.0 5.0 1706 1802.7 128.9 1706Q 1802.7 16 128.9 -4 65.36 0 24.65 95.9 13453 69.60 80/43 8520 20.3
4 AQUACULTURE
IND. COMPOSITE 9 2654 195 41
*Avanti Feeds Lim 2 1703 9.1 126 2654 195.3 43.0 7.00 0.0 34.1 1706 881.8 142.4 1706Q 881.8 17 142.4 206 43.88 0 30.98 20.1 8721 1920.30 1974/411 8687 30.0
5 AUTO - 2 & 3 WHEELERS
IND. COMPOSITE 400 62861 7813 24
*Atul Auto Ltd 5 U1703 11.3* 68 475 37.3 16.5 4.25 0.0 24.1 1706 116.5 7.8 1706Q 116.5 25 7.8 56 52.69 0 16.68 21.3 1002 442.60 512/390 990 25.0
Bajaj Auto Ltd. 10 1703 289.4 589 21767 3827.6 132.3 5.00 0.0 22.5 1706 5442.4 923.9 1706Q 5442.4 -5 923.9 -6 49.30 0 25.79 80.3 79126 2734.45 3122/2510 78952 21.0
Hero MotoCorp 2 1703 39.9 506 28475 3377.1 169.1 85.00 0.0 33.4 1706 7971.6 914.0 1706Q 7971.6 8 914.0 4 34.63 0 54.42 93.9 77373 3874.50 4200/2844 77357 22.7
*Maha. Scooters 10 1703 11.4 284 8 12.6 11.0 30.00 0.0 3.9 1706 2.6 1.1 1706Q 2.6 194 1.1 -22 50.99 0 9.55 11.0 2734 2392.25 2449/1386 2706 223.0
*TVS Motor Co. Ltd. 1 1703 47.5 51 12135 558.1 11.7 2.50 0.5 23.2 1706 3399.5 129.5 1706Q 3399.5 18 129.5 7 57.39 0 31.30 105.6 28192 593.40 610/301 29268 49.8
6 AUTO - ANCILLARIES
IND. COMPOSITE 1293 76013 4720 40
Amara Raja Batt. 1 1703 17.1 152 5317 478.5 28.0 4.25 0.0 18.4 1706 1497.5 99.8 1706Q 1497.5 13 99.8 -24 52.06 0 29.78 61.6 13299 778.55 1077/725 13197 29.7
Amtek Auto Ltd. 2 U1703 49.7 113 1950 -1624.0 -65.4 - 1.8 - 1706 424.6 -889.6 1706Q 424.6 -23 -889.6 -178 52.39 0 8.16 88.1 638 25.70 50/21 8610 -
*Automotive Axles 10 1703 15.1 249 1147 48.6 32.1 8.00 0.0 12.9 1706 286.1 12.9 1706Q 286.1 -2 12.9 17 71.03 0 13.55 13.6 1090 721.30 803/582 1055 21.6
Banco Products 2 U1703 14.3 78 517 107.3 15.0 9.00 0.0 19.1 1706 135.4 21.8 1706Q 135.4 -3 21.8 -34 67.88 0 4.77 21.7 1473 205.95 256/157 1402 15.3
*Bosch Ltd. 10 1703 30.5 2883 10435 1741.1 570.5 165.00 0.0 19.8 1706 2648.3 302.6 1706Q 2648.3 5 302.6 -20 70.48 0 20.09 55.5 66145 21672.20 25245/18005 64428 39.7
Endurance Technologi 10 1703 140.7 111 3866 221.5 15.7 0.38 0.1 14.2 1706 1076.0 67.9 1706Q 1076.0 12 67.9 22 82.50 0 13.82 43.6 13509 960.35 1025/518 13668 57.8
Enkei Wheels (India) 5 1703 7.4 21 407 4.2 2.8 - 2.2 13.4 1706 110.9 2.3 1706Q 110.9 12 2.3 48 69.75 0 0.01 4.2 625 419.85 464/146 687 125.5
Exide Inds. 1 1703 85.0 58 7628 693.6 8.2 2.40 0.0 14.0 1706 2102.9 189.0 1706Q 2102.9 5 189.0 -4 45.99 0 33.40 103.8 17196 202.30 250/168 17346 25.0
Federal-Mogul Goetze 10 U1703 55.6 101 1302 72.0 12.9 - 0.4 12.8 1703 343.6 23.3 - - -4 - - 74.98 0 13.81 18.3 2837 509.95 651/420 2985 39.4
FIEM Industries 10 1703 13.2 322 1017 32.9 25.0 8.00 0.4 7.8 1703 245.1 -1.7 - - 11 - - 63.58 0 22.49 14.5 1189 903.35 1510/821 1350 36.1
Gabriel India 1 1703 14.4 31 1529 81.6 5.7 0.45 0.0 18.1 1706 418.9 20.4 1706Q 418.9 13 20.4 5 54.61 0 15.54 62.1 2520 175.40 181/100 2475 30.5
*GNA Axles 10 1703 21.5 138 513 29.6 13.8 - 0.3 10.0 1706 145.1 11.1 1706Q 145.1 5 11.1 42 70.65 4 15.18 17.7 550 256.10 299/171 576 16.7
*Harita Seating Syst. 10 U1703 7.8 121 348 25.2 32.4 5.00 0.0 26.8 1706 91.1 3.9 1706Q 91.1 13 3.9 14 66.35 0 8.72 7.0 547 704.55 876/508 548 21.3
Hind. Composites 5 U1703 7.4* 415 166 24.9 16.9 0.25 0.0 4.1 1706 42.0 3.7 1706Q 42.0 -18 3.7 -70 74.97 0 0.04 17.1 749 507.15XB 803/402 750 22.1
India Nippon Ele 10 1703 11.3 255 350 32.4 28.6 10.00 0.0 11.2 1706 103.9 13.3 1706Q 103.9 24 13.3 117 66.38 0 1.51 8.5 890 787.30 835/386 887 22.5
IST Ltd. 10 U1703 5.8 284 25 8.4 14.4 - 0.1 5.1 1703 6.5 2.6 - - 48 - - 74.99 0 0.00 6.7 539 925.00 1199/608 549 64.1
*Jamna Auto Inds. 5 1703 39.8 42 1087 103.4 13.0 1.65 0.2 30.8 1706 236.6 17.7 1706Q 236.6 -19 17.7 -35 47.88 10 9.21 32.1 1901 238.50 294/151 1952 20.3
Jay Bharat Marut 5 1703 10.8 141 1527 53.8 24.8 2.50 0.8 17.7 1706 377.3 10.1 1706Q 377.3 28 10.1 44 58.56 0 3.75 14.6 1205 556.55 749/162 1435 21.2
*JBM Auto 5 1703 20.4 58 698 40.2 9.9 2.00 0.9 16.9 1703 188.0 8.2 - - 20 - - 61.95 0 0.40 16.3 1405 344.45 389/187 1615 35.0
*LG Balakrishnan&Bros 10 1703 15.7 291 1172 61.6 39.2 7.00 0.2 13.5 1706 279.0 11.1 1706Q 279.0 6 11.1 17 47.56 0 13.90 16.6 1056 672.55 816/455 1122 16.7

26 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
Lumax Auto Technolog 10 1703 13.6 104 508 5.1 3.7 4.70 0.2 3.6 1703 114.4 1.1 - - -7 - - 55.64 0 20.37 8.1 708 519.60 584/376 719 138.9
Lumax Inds. 10 1703 9.3 259 1300 45.2 48.3 14.50 0.3 18.7 1706 348.3 9.3 1706Q 348.3 15 9.3 -4 73.53 0 3.87 17.0 1179 1261.40 1610/650 1260 26.3
Minda Corporation 2 U1703 41.9 19 773 53.2 2.5 0.50 0.2 13.3 1703 202.0 8.8 - - 9 - - 70.20 0 8.50 17.2 2264 108.15 127/86 2273 42.5
Minda Industries 2 1703 17.3 61 1639 94.8 11.0 1.20 0.3 18.1 1703 399.6 20.2 - - 14 - - 69.75 0 14.35 17.5 6730 778.75 846/245 6585 71.0
MothersonSumiSystems 1 1703 210.5* 12 6348 827.3 3.9 2.00 0.2 32.9 1706 1720.7 191.2 1706Q 1720.7 21 191.2 33 63.10 7 26.52 101.9 65307 310.20XB 345/185 66276 74.6
Munjal Auto Industr. 2 1703 20.0* 25 850 31.8 3.2 2.00 0.1 12.7 1706 257.4 10.4 1706Q 257.4 15 10.4 28 74.80 0 0.20 21.2 643 64.25XB 77/41 670 18.9
Munjal Showa Ltd 2 1703 8.0 127 1460 56.6 14.1 4.00 0.0 11.1 1706 395.1 17.6 1706Q 395.1 2 17.6 21 65.01 0 1.83 15.3 905 226.40 256/158 899 15.2
Phoenix Lamps 10 U1703 28.0 71 233 22.6 8.1 - 0.2 11.3 1703 59.5 6.3 - - 9 - - 61.92 0 1.25 22.8 575 205.15 239/133 613 25.4
*Precision Camshafts 10 U1703 94.8 60 443 60.9 6.4 1.50 0.3 10.7 1706 102.2 8.9 1706Q 102.2 -13 8.9 -52 63.87 0 14.82 41.2 1016 107.20 188/104 831 19.8
*Pricol L 1 1703 9.5 88 1265 45.8 4.8 - 0.1 5.5 1706 289.6 5.0 1706Q 289.6 -14 5.0 -69 37.26 0 3.77 43.4 753 79.45 115/76 836 21.7
*Rane (Madras) 10 1703 10.5 161 1003 19.0 18.0 6.00 1.6 11.2 1706 249.5 2.7 1706Q 249.5 10 2.7 2 57.79 0 0.09 7.6 506 481.00 608/352 762 26.6
Rane Brake Lining Lt 10 1703 7.9 211 487 34.7 43.9 6.00 0.0 20.8 1706 100.5 7.3 1706Q 100.5 -17 7.3 -30 66.49 0 9.80 8.9 951 1201.20 1447/652 955 30.1
Rico Auto Inds. 1 U1703 13.5 37 954 42.6 3.1 0.75 0.4 8.5 1706 245.4 11.3 1706Q 245.4 -1 11.3 -19 50.10 0 6.80 52.5 986 72.85 84/44 1157 24.7
Setco Automotive 2 U1703 26.7 16 511 19.2 1.4 0.65 1.1 8.0 1703 174.3 11.3 - - 2 - - 63.53 31 0.19 19.7 507 37.95 48/33 712 26.4
Shanthi Gears 1 1703 8.2 37 184 22.5 2.8 0.75 0.0 7.3 1706 51.1 5.1 1706Q 51.1 10 5.1 3 70.12 0 5.92 15.3 1083 132.50 168/93 1080 47.7
Sharda Motor Ind 10 1703 5.9 475 1043 56.0 94.1 6.25 0.1 19.8 1703 287.9 19.5 - - 11 - - 74.69 0 0.43 4.6 1560 2623.75 3000/950 1541 27.9
*Shivam Autotech Ltd. 2 U1703 20.0 19 456 -3.8 -0.4 - 1.4 - 1706 138.8 1.0 1706Q 138.8 17 1.0 -16 74.79 0 0.13 18.8 621 62.10 76/37 893 -
Shriram Pistons 10 U1703 22.4 356 1468 118.1 52.8 7.00 0.2 14.6 1706 395.5 29.6 1706Q 395.5 9 29.6 -9 - 0 0.00 - 4498 2010.60 2498/1109 4564 39.1
*Sona Koyo Steer. 1 1703 19.9 15 1165 23.6 1.2 0.50 0.5 7.9 1706 293.2 5.6 1706Q 293.2 11 5.6 82 77.44 0 0.71 49.0 2196 110.50 131/48 2351 84.1
Steel Strips Wheels 10 U1703 15.6 341 1332 71.0 45.7 3.00 1.3 13.4 1706 311.7 16.4 1706Q 311.7 -4 16.4 -12 56.75 25 2.56 13.2 1318 847.20 957/481 1793 19.1
*Subros Ltd. 2 1703 12.0 58 1549 14.0 2.3 0.50 0.9 4.0 1706 414.8 10.5 1706Q 414.8 28 10.5 1484 40.00 0 6.77 52.0 1297 216.15 272/99 1617 51.2
Sundaram Clayton 5 1703 10.1 302 1395 105.6 52.2 31.50 0.4 17.3 1706 373.0 -3.8 1706Q 373.0 8 -3.8 -133 74.99 0 15.61 16.4 9054 4475.00 4850/2350 9324 100.2
Sundaram Fasten. 1 1703 21.0 62 2934 315.5 15.0 4.50 0.4 24.0 1706 788.8 90.2 1706Q 788.8 11 90.2 19 49.53 0 22.53 45.3 8221 391.25 468/263 8767 24.9
Suprajit Enginee 1 U1703 13.1 36 631 64.3 4.9 1.10 0.4 13.4 1703 164.7 15.7 - - 8 - - 47.36 0 15.07 18.6 3613 275.10 338/174 3792 56.2
The Hi-Tech Gears 10 U1703 18.8 99 450 20.4 10.9 2.50 0.2 9.4 1703 112.9 4.8 - - 0 - - 55.29 0 0.14 5.2 628 334.55 400/266 654 30.8
WABCO India 5 U1703 9.5 668 2067 213.5 112.5 7.00 0.0 16.8 1706 525.6 54.2 1706Q 525.6 -2 54.2 -27 74.99 0 11.05 28.7 10451 5510.05 6542/4760 10238 53.9
Wheels India Ltd. 10 1703 12.0 383 2173 59.3 49.3 5.00 0.6 12.9 1706 563.9 13.0 1706Q 563.9 6 13.0 -11 74.99 0 8.04 7.0 1754 1458.00 1493/1081 2026 30.4
ZF Steering Gear 10 1703 9.1 357 390 44.5 49.1 0.80 0.0 13.7 1706 96.0 9.2 1706Q 96.0 -14 9.2 -32 73.65 16 1.10 11.2 1068 1177.40 1815/1119 1082 26.5
7 AUTO - CARS & JEEPS
IND. COMPOSITE 462 111820 11293 28
Mahi. & Mahi 5 1703 310.6* 413 43785 3955.7 63.7 13.00 0.1 15.4 1706 11575.7 766.0 1706Q 11575.7 5 766.0 -20 25.25 5 54.20 188.4 85456 1375.80 1501/1142 86506 22.7
*Maruti Suzuki India 5 1703 151.0 1197 68035 7337.7 242.9 75.00 0.0 20.3 1706 17545.7 1556.4 1706Q 17545.7 18 1556.4 5 56.20 0 36.80 186.1 229640 7601.95 7920/4770 230110 31.0
8 AUTO - LCVS/HCVS
IND. COMPOSITE 1027 75859 546 40
Ashok Leyland 1 1703 292.7 21 20019 1223.1 4.2 1.56 0.2 19.9 1706 4237.8 111.2 1706Q 4237.8 -0 111.2 -62 51.29 4 31.63 517.7 30114 102.90 114/74 30547 28.2
Eicher Motors 10 1703 27.2 1441 7038 1560.0 573.1 100.00 0.0 39.8 1706 1999.9 494.3 1706Q 1999.9 28 494.3 47 50.55 0 36.18 84.9 83862 30806.75 32465/19571 83842 48.8
Force Motors 10 U1703 13.2 1260 3069 179.9 136.5 10.00 0.0 10.8 1706 744.5 30.0 1706Q 744.5 -1 30.0 -42 61.05 0 8.33 49.9 4954 3759.70 4839/2980 4639 31.3
*SML Isuzu Ltd. 10 U1703 14.5 278 1369 62.8 43.4 8.00 0.2 15.6 1706 318.4 6.8 1706Q 318.4 -31 6.8 -84 43.96 0 8.52 30.6 1343 928.10 1434/903 1362 47.2
*Tata Motors Ltd. 2 1703 679.2* 61 44364 -2480.0 -7.3 0.18 0.9 - 1706 9094.3 -467.1 1706Q 9094.3 -12 -467.1 -1914 34.72 6 39.45 530.8 130401 384.00 599/358 149176 -
9 AUTO - TRACTORS
IND. COMPOSITE 1335 4834 207 40
Escorts Ltd. 10 U1703 122.6 163 4093 160.4 13.1 1.50 0.2 7.9 1706 1142.3 62.6 1706Q 1142.3 11 62.6 33 42.97 0 21.53 98.0 7509 612.60 768/270 7568 42.6
HMT Ltd. 10 1603 1204.1 3 45 -24.7 -0.2 - 0.4 - 1612 4.0 -70.4 1612N 18.3 -50 -134.2 -83 93.68 0 0.00 20.1 3853 32.00 49/31 3950 -
VST Tillers Tr 10 1703 8.6 566 695 71.8 83.1 15.00 0.0 14.7 1706 181.2 28.2 1706Q 181.2 2 28.2 41 53.98 0 17.24 12.6 1881 2176.80 2487/1670 1844 24.5
10 BEARINGS
IND. COMPOSITE 167 6396 598 35
ABC Bearings Ltd. 10 U1703 11.6 120 189 11.8 10.3 2.00 0.3 8.5 1706 34.7 0.7 1706Q 34.7 -31 0.7 -78 38.75 0 1.93 7.1 493 426.55 450/141 532 53.0
NRB Bearings Lim 2 1703 19.4 35 709 51.0 5.3 1.40 0.8 15.2 1706 179.2 12.7 1706Q 179.2 3 12.7 -10 54.27 9 34.70 11.8 1144 118.05 157/103 1376 23.0
*Schaeffler India 10 1612 16.6 873 1814 194.5 117.0 12.00 0.0 13.4 1706 459.2 54.0 1706H 920.5 6 111.5 27 51.32 0 32.27 10.5 7047 4241.00 5149/3780 6407 32.3
SKF India 10 1703 51.3 353 2631 243.9 47.5 15.00 0.0 13.5 1706 666.5 64.3 1706Q 666.5 2 64.3 6 52.32 0 33.15 24.5 7917 1542.05 1740/1196 7359 32.0
Timken India Ltd 10 1703 68.0 91 1053 97.2 14.3 1.00 0.0 15.7 1706 299.9 21.9 1706Q 299.9 6 21.9 -23 75.00 0 11.55 51.6 4904 721.25 815/515 4895 54.0
11 BEVERAGES
IND. COMPOSITE 453 19011 783 86
G M Breweries Ltd. 10 1703 14.6 150 375 43.9 30.0 3.00 0.0 20.0 1706 95.9 10.2 1706Q 95.9 8 10.2 -19 74.43 0 1.34 13.8 617 421.75XB 683/389 586 14.8
*Manpasand Beverage 10 1703 57.2 202 701 72.6 12.7 1.00 0.0 6.3 1706 294.8 35.9 1706Q 294.8 24 35.9 25 44.13 0 50.93 10.6 4732 827.00CB 886/507 4696 59.2
Radico Khaitan Ltd. 2 U1703 26.6 73 1680 80.6 6.1 0.80 0.8 8.2 1706 411.3 25.7 1706Q 411.3 -4 25.7 19 40.46 0 31.50 34.5 2193 164.85 172/93 2889 26.0
*United Breweries Ltd 1 U1703 26.4 88 4734 229.3 8.7 1.15 0.2 9.8 1706 1674.2 161.9 1706Q 1674.2 7 161.9 10 73.87 19 20.68 33.4 21388 808.90 976/716 21787 87.6
*United Spirits 10 1703 145.3 133 8548 169.9 11.7 - 1.9 8.8 1706 1781.8 62.9 1706Q 1781.8 -13 62.9 44 58.47 3 28.14 85.8 37315 2567.65 2773/1775 40947 197.5
Varun Beverages Ltd. 10 1612 182.5 117 2972 186.7 10.2 - 0.5 8.7 1706 1366.0 227.7 1706H 2063.9 -2 254.5 12 73.61 0 12.09 32.4 9889 541.85 573/341 10884 46.3
12 CABLES - POWER/OTHERS
IND. COMPOSITE 285 3801 -696 20
*Diamond Power Infras 10 U1703 269.7 -2 1132 -794.7 -29.5 - 4.4 - 1706 200.8 -44.7 1706Q 200.8 -42 -44.7 79 11.40 100 73.73 22.9 556 20.60 63/20 2716 -
*KEI Industries 2 1703 15.6 61 2669 98.6 12.7 0.60 1.4 20.8 1703 739.8 31.6 - - 12 - - 46.59 0 22.63 28.3 1814 233.20 249/99 2431 18.4
13 CABLES - TELEPHONE
IND. COMPOSITE 122 5960 524 31
*Finolex Cables 2 U1703 30.6 117 2671 315.9 20.7 3.00 0.0 17.7 1706 674.0 101.9 1706Q 674.0 13 101.9 52 35.85 0 25.19 41.0 8107 530.10 571/362 7914 23.1
Sterlite Technologie 2 1703 79.9 24 2256 140.7 3.5 1.00 1.0 14.5 1706 645.7 42.2 1706Q 645.7 24 42.2 26 54.29 0 19.89 114.1 8654 216.55 250/74 9569 57.9
*Vindhya Telelink 10 1703 11.9 368 1033 67.2 56.7 7.00 0.6 15.4 1706 293.8 18.6 1706Q 293.8 38 18.6 24 43.51 0 12.65 10.1 1355 1143.70 1173/511 1583 19.1
14 CARBON BLACK
IND. COMPOSITE 45 2245 126 27
Oriental Carbon 10 1703 10.3 326 297 53.4 51.9 7.00 0.2 15.9 1706 77.4 14.6 1706Q 77.4 3 14.6 -0 50.07 0 19.92 15.4 1255 1219.25 1443/663 1324 23.5
Phillips Carbon 10 U1703 34.5 173 1947 72.8 21.1 6.00 1.7 12.2 1706 583.9 48.2 1706Q 583.9 52 48.2 301 53.56 0 13.46 34.9 2168 629.05 673/201 3026 19.9
15 CASTINGS AND FORGINGS
IND. COMPOSITE 1186 14670 791 42
AIA Engineering 2 1703 18.9 257 2066 417.3 44.2 4.00 0.0 17.2 1706 475.4 72.3 1706Q 475.4 3 72.3 -9 61.65 0 32.94 17.6 12662 1342.45 1641/1150 12761 30.9

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 27


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
Alicon Castalloy 5 U1703 6.1 144 712 24.8 20.2 4.25 1.0 14.1 1706 181.7 6.1 1706Q 181.7 8 6.1 18 70.99 0 0.00 4.6 652 532.15 652/284 792 25.4
Bharat Forge 2 1703 46.6 182 3865 585.1 25.1 7.50 0.4 13.8 1706 1200.8 175.1 1706Q 1200.8 33 175.1 43 45.74 0 35.44 101.9 26724 1147.95CB 1220/766 28143 41.9
*Electrosteel Cas 1 1703 35.7 80 1796 77.3 2.2 0.50 0.6 2.7 1706 478.9 0.2 1706Q 478.9 14 0.2 -98 53.01 17 8.94 54.6 1035 29.00 41/20 2406 15.4
Jayaswal Neco Indust 10 U1703 638.6 26 2516 -459.3 -7.2 - 1.8 - 1706 794.1 -98.3 1706Q 794.1 36 -98.3 17 68.78 14 2.13 39.2 498 7.80 11/6 4368 -
M M Forgings Ltd. 10 U1703 12.1 268 478 43.4 36.0 6.00 0.7 13.4 1706 127.2 12.1 1706Q 127.2 7 12.1 16 56.40 0 16.36 8.0 718 595.00 725/403 788 15.9
Mahindra CIE Auto 10 1612 378.1 92 1787 49.5 1.3 - 0.0 1.4 1706 449.5 17.6 1706H 913.6 13 34.3 30 69.90 0 11.47 56.2 9073 239.95 260/170 9201 153.1
Nelcast Ltd. 2 1703 17.4 38 575 34.0 3.9 0.90 0.2 10.3 1706 150.5 7.7 1706Q 150.5 -5 7.7 -2 74.52 0 0.17 14.4 544 62.50 80/45 564 16.1
*Ramkrishna Forgings 10 U1703 32.6 152 876 19.0 5.8 1.00 1.7 3.9 1706 257.6 9.1 1706Q 257.6 18 9.1 46 44.34 7 32.90 7.6 1824 559.80 583/256 2632 83.4
16 CEMENT
IND. COMPOSITE 2550 90102 7695 42
ACC 10 1612 187.8 461 11158 602.4 32.1 17.00 0.0 7.0 1706 3452.9 321.8 1706H 6626.9 12 533.3 13 54.52 0 31.00 101.5 33435 1780.45 1842/1257 33209 50.2
Ambuja Cements Ltd. 2 1612 397.1 96 9268 970.1 4.9 2.80 0.0 5.1 1706 2861.3 392.2 1706H 5423.7 8 638.8 -9 63.11 0 28.21 179.9 54635 275.15 282/191 54359 50.0
Anjani Portland 10 U1703 25.3 59 310 44.9 17.7 1.00 1.1 30.3 1706 79.9 7.3 1706Q 79.9 25 7.3 -19 74.99 0 0.16 9.1 544 214.95 270/123 649 12.6
Birla Corporation Lt 10 1703 77.0 412 3345 214.0 27.8 6.50 0.6 6.7 1706 966.2 27.8 1706Q 966.2 7 27.8 -71 62.89 0 18.12 30.1 7361 955.90 980/609 8917 49.9
*Deccan Cements 10 1703 7.0 467 558 46.6 66.5 6.00 0.2 14.2 1706 135.5 11.4 1706Q 135.5 15 11.4 0 56.18 0 12.59 7.6 784 1120.05 1280/770 793 16.8
Heidelberg Cement In 10 U1703 226.6 42 1717 76.2 3.4 2.00 0.9 7.8 1706 513.5 16.0 1706Q 513.5 9 16.0 -39 69.38 0 18.28 51.3 2749 121.30 151/102 3497 41.7
*India Cements Lt 10 1703 308.2 166 5778 173.4 5.6 1.00 0.5 3.4 1706 1466.8 26.4 1706Q 1466.8 22 26.4 -40 28.21 44 46.71 109.6 5471 177.55 226/105 8146 34.5
*JK Cement 10 1703 69.9 275 4421 259.6 37.1 4.00 1.3 13.5 1706 1041.5 79.3 1706Q 1041.5 16 79.3 30 64.16 0 24.53 82.5 7123 1018.60 1195/630 9189 25.6
*JK Lakshmi Cement L 5 1703 58.8 117 2910 82.0 7.0 0.75 1.4 5.9 1706 901.1 28.3 1706Q 901.1 16 28.3 -1 45.94 0 29.13 76.6 4853 412.45 535/327 6811 59.4
*KCP Ltd. 1 1703 12.9 32 818 29.6 2.3 2.00 0.7 7.1 1703 229.7 8.9 - - 5 - - 44.70 8 5.84 21.4 1316 102.10 138/79 1600 44.5
*Mangalam Cement 10 1703 26.7 190 909 36.6 13.7 0.75 0.6 7.2 1706 254.0 12.1 1706Q 254.0 13 12.1 -46 13.27 0 15.55 21.4 987 369.70 407/227 1261 37.7
NCL Industries 10 U1703 36.7 68 767 54.7 14.9 2.50 0.5 21.8 1706 196.6 16.3 1706Q 196.6 17 16.3 78 49.26 88 2.63 40.2 850 231.50 246/100 931 13.7
OCL India Limi 2 U1703 11.4 314 2912 383.9 67.5 5.00 0.8 21.4 1706 829.3 117.2 1706Q 829.3 17 117.2 11 74.88 68 1.52 11.0 6971 1225.20 1319/650 8061 17.6
Orient Cement Ltd. 1 U1703 20.5 48 1875 -32.1 -1.6 0.50 1.3 - 1706 568.2 38.9 1706Q 568.2 30 38.9 615 37.50 8 32.49 27.8 3078 150.25 241/115 4330 -
Prism Cement Lim 10 1703 503.4 19 5020 17.5 0.3 - 1.4 1.8 1706 1324.3 16.7 1706Q 1324.3 3 16.7 7 74.87 0 15.81 86.4 5512 109.50 130/72 6745 -
*Rain Industries 2 1612 67.3 27 45 31.3 0.9 1.00 0.4 3.4 1706 6.9 0.2 1706H 33.6 -5 0.9 -25 41.09 0 22.36 45.6 4896 145.55 148/41 5224 -
Sagar Cements 10 U1703 20.4 279 536 12.5 6.1 1.50 0.3 2.2 1706 187.0 16.8 1706Q 187.0 37 16.8 267 50.03 0 19.03 9.2 1682 824.40 940/574 1853 68.0
Shree Cement 10 1703 34.8 2210 8429 1339.1 384.4 140.00 0.2 17.4 1706 2536.3 440.1 1706Q 2536.3 14 440.1 -13 64.78 0 29.32 22.3 59237 17004.00 20560/12555 60419 46.6
*Star Cement 1 1703 41.9 15 1401 73.1 1.7 - 0.9 11.3 1706 387.8 68.4 1706Q 387.8 13 68.4 953 74.89 0 1.30 12.2 4649 110.90 135/109 5197 34.4
*The Ramco Cements 1 1703 24.0* 156 3950 649.3 27.1 3.00 0.3 17.4 1706 1028.8 155.8 1706Q 1028.8 6 155.8 -0 42.67 5 33.00 30.0 15942 664.30 750/479 16962 24.6
*Udaipur Cement Works 4 1703 118.1 8 85 2.8 0.1 - 2.4 1.3 1706 68.0 -17.8 1706Q 68.0 259 -17.8 -3050 73.57 0 0.41 27.9 906 30.70 39/16 1393 -
*UltraTech Cement 10 1703 274.5 872 23891 2627.7 95.7 10.00 0.2 11.0 1706 6626.4 890.6 1706Q 6626.4 6 890.6 15 62.14 0 27.41 290.4 108117 3938.35 4531/3052 111115 39.4
17 CEMENT - PRODUCTS/BUILDING MA TERIALS
IND. COMPOSITE 277 6685 320 28
*Everest Industries L 10 1703 15.5* 227 1155 2.5 1.6 1.00 0.5 0.7 1706 378.0 16.9 1706Q 378.0 7 16.9 44 48.76 0 8.77 13.6 514 332.60 422/182 678 67.4
HIL 10 1703 7.5 672 1054 54.6 73.1 10.00 0.1 10.9 1706 427.5 36.9 1706Q 427.5 11 36.9 17 40.99 0 2.21 16.2 831 1113.20 1175/571 882 13.9
Indian Hume Pipe 2 1703 9.7 82 1800 98.8 20.4 1.00 0.7 24.7 1703 493.8 33.2 - - 104 - - 69.92 0 5.61 15.0 2548 525.85XB 570/290 2764 25.8
*Ramco Industries 1 1703 8.7 68 712 59.9 6.9 0.50 0.5 10.2 1706 238.9 15.7 1706Q 238.9 2 15.7 -48 53.92 12 4.15 15.4 2114 243.90 288/135 2407 46.6
Sanghi Industrie 10 1703 220.0 51 998 63.1 2.9 - 0.5 5.7 1706 287.5 31.6 1706Q 287.5 6 31.6 33 74.94 70 3.71 19.3 1805 82.05 99/46 2375 25.4
Visaka Indus. 10 1703 15.9 244 967 40.8 25.7 6.00 0.5 10.5 1706 340.7 23.0 1706Q 340.7 10 23.0 38 41.22 0 8.29 17.2 859 540.70 570/158 1005 18.2
18 CERAMICS/TILES/SA NITAR YWARE
IND. COMPOSITE 75 8403 589 35
*Asian Granito India 10 U1703 30.1 119 950 28.0 9.3 0.80 0.5 7.8 1706 203.3 7.3 1706Q 203.3 5 7.3 50 32.44 0 9.81 9.7 1307 434.50 470/175 1462 43.0
Cera Sanitaryware L 5 1703 6.5 402 1009 101.3 77.9 12.00 0.1 19.4 1703 311.2 32.3 - - 7 - - 54.74 0 16.29 19.9 3818 2935.60 3225/1853 3791 37.7
HSIL Ltd. 2 1703 14.5 201 2075 103.0 14.2 4.00 0.6 7.1 1706 480.4 11.8 1706Q 480.4 -4 11.8 -56 48.42 0 32.44 26.9 2732 377.85 425/272 3431 27.2
Kajaria Ceramics 1 1703 15.9 74 2528 270.2 17.0 3.00 0.0 22.9 1706 621.4 52.1 1706Q 621.4 4 52.1 -20 47.39 0 29.28 40.0 11185 703.75 788/437 11147 43.5
*Somany Ceramics Ltd. 2 1703 8.5 119 1841 86.1 20.3 2.70 0.4 17.0 1706 333.4 6.0 1706Q 333.4 -19 6.0 -66 51.53 0 24.93 8.6 3382 798.05 865/471 3561 45.6
19 CHEMICALS
IND. COMPOSITE 638 28729 2493 35
Aarti Ind. Ltd 5 U1703 41.1 168 3050 306.7 37.3 1.00 1.1 22.3 1706 791.8 63.0 1706Q 791.8 16 63.0 -24 54.26 0 16.59 23.0 6903 840.55 1025/581 8096 24.0
Alkyl Amines Che 5 1703 10.2 120 501 49.6 24.3 5.00 0.4 20.2 1706 159.5 12.6 1706Q 159.5 47 12.6 15 74.19 0 1.64 9.0 818 401.15 539/280 917 16.0
Balaji Amines Li 2 1703 6.5 114 668 85.6 26.4 2.20 0.2 23.2 1706 200.1 22.8 1706Q 200.1 21 22.8 -14 54.50 2 4.50 8.7 1008 311.20 401/271 1086 12.3
BASF India Lt 10 U1703 43.3 265 5085 -14.1 -3.3 1.00 1.2 - 1706 1510.1 0.7 1706Q 1510.1 8 0.7 -93 73.33 0 9.85 41.2 6207 1433.85 1810/989 7553 -
Camlin Fine Sciences 1 1703 10.4 17 325 0.0 0.0 - 1.3 0.0 1703 82.6 -7.6 - - -20 - - 40.90 0 12.77 29.1 778 75.00 120/74 989 -
*Deepak Nitrite 2 1703 26.1 56 1222 112.0 8.6 1.20 0.6 15.3 1706 337.4 20.1 1706Q 337.4 8 20.1 -70 46.52 0 25.77 17.0 2226 170.30 195/76 2669 34.6
Elantas Beck India L 10 1612 7.9 280 365 54.5 68.7 4.50 0.0 24.6 1706 92.6 12.3 1706H 192.5 2 27.3 -1 74.99 0 7.42 8.1 1551 1956.60 2211/1551 1534 28.6
Fairchem Speciality 10 1703 37.6 19 186 8.5 2.2 1.00 0.7 12.0 1706 60.3 3.7 1706Q 60.3 33 3.7 -11 74.99 0 2.90 5.3 1545 410.75 595/372 1595 192.5
Foseco India Lim 10 1612 6.4 195 340 33.1 51.8 23.00 0.0 26.6 1706 87.3 7.9 1706H 175.4 6 15.1 -18 74.98 0 0.12 7.5 875 1370.00 1570/1233 851 29.3
Grauer & Weil 1 U1703 22.7 13 442 51.2 2.3 0.40 0.1 16.9 1706 106.2 12.8 1706Q 106.2 11 12.8 2 69.02 0 0.00 19.0 985 43.45 47/29 998 19.2
Guj. Fluorochemi 1 U1703 11.0 278 1428 146.3 13.3 3.50 0.1 4.8 1706 473.6 63.3 1706Q 473.6 27 63.3 91 68.33 0 7.54 13.4 8170 743.70 867/451 8576 46.3
Himadri Speciality 1 U1703 41.8 23 1324 81.2 1.9 0.10 0.9 8.4 1706 452.3 50.0 1706Q 452.3 77 50.0 330 48.95 0 2.93 24.8 3889 92.95 94/32 4613 32.5
I G Petrochemicals L 10 U1703 30.8 128 1037 101.6 33.0 3.00 0.3 25.8 1706 295.9 39.1 1706Q 295.9 16 39.1 30 72.21 0 0.24 31.6 1369 444.45 524/156 1444 12.4
*India Glycols 10 1703 31.0 273 2473 44.5 14.4 1.00 1.0 5.3 1706 688.5 8.3 1706Q 688.5 13 8.3 6 61.06 0 2.05 29.8 537 173.55 211/96 1367 11.9
Jayant Agro Org 5 1703 15.0* 78 656 45.3 15.1 8.75 0.7 19.2 1706 186.3 11.5 1706Q 186.3 13 11.5 14 65.76 0 0.21 11.3 1431 477.10XB 571/141 1602 30.7
National Peroxid 10 1703 5.7 466 255 47.8 83.3 34.00 0.0 17.9 1706 68.3 17.9 1706Q 68.3 7 17.9 49 70.68 3 0.01 8.5 980 1704.40 1783/760 980 18.2
Navin Fluorine Inter 2 1703 9.9* 152 701 134.0 27.2 3.70 0.0 17.9 1706 225.4 49.1 1706Q 225.4 37 49.1 72 32.03 9 34.93 95.1 3273 664.30 799/431 3243 21.2
*Panama Petrochem 2 U1703 8.1 73 725 40.3 10.0 1.00 0.1 13.6 1706 236.5 14.0 1706Q 236.5 46 14.0 70 49.46 0 1.81 6.3 806 199.85CB 224/64 824 17.5
Pidilite Inds. 1 1703 51.3 66 4865 773.8 15.1 4.75 0.0 22.8 1706 1349.8 217.1 1706Q 1349.8 -1 217.1 -20 69.60 0 19.08 86.0 42466 828.30 837/569 42415 59.1
S H Kelkar & Company 10 1703 144.6 43 615 74.3 5.1 1.75 0.0 12.0 1706 144.6 18.0 1706Q 144.6 -9 18.0 -21 57.36 4 23.52 21.7 3575 247.20 362/245 3558 51.5
Seya Industries 10 U1703 20.4 69 309 42.1 20.7 1.00 4.5 29.9 1703 80.1 17.0 - - 14 - - 71.17 0 9.87 9.8 969 476.30 666/158 1221 23.0
Shree Pushkar Chemic 10 U1703 30.2 64 313 30.5 10.1 1.50 0.1 15.7 1706 78.0 7.0 1706Q 78.0 23 7.0 16 62.71 0 7.46 16.0 601 198.75 245/114 576 19.1
*Thirumalai Chem. 10 1703 10.2 253 861 75.5 73.7 18.75 0.0 29.2 1706 258.9 29.8 1706Q 258.9 54 29.8 93 41.46 0 5.15 18.7 1258 1229.05 1307/380 1225 14.0
*Transpek Indus. 10 U1703 5.6 215 317 29.4 52.7 9.00 0.6 24.5 1706 73.1 3.8 1706Q 73.1 19 3.8 -46 55.24 0 3.83 8.0 538 962.65 1269/410 591 20.6
Vinati Organics 2 1703 10.3 132 666 139.3 27.0 0.50 0.0 20.5 1706 184.4 31.1 1706Q 184.4 10 31.1 -13 73.96 0 9.61 18.0 5165 1001.10 1122/511 5164 38.3

28 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
20 CHEMICALS - CHLROALKALI
IND. COMPOSITE 428 11079 1388 15
GHCL 10 1703 99.9* 135 2781 386.8 38.7 5.00 0.9 28.6 1706 750.4 157.9 1706Q 750.4 3 157.9 54 18.92 0 24.41 62.5 2269 227.15 299/205 3476 5.1
*Guj. Alkalie & C 10 1703 73.4 457 2070 308.1 42.0 5.00 0.1 9.2 1706 544.2 95.4 1706Q 544.2 4 95.4 11 46.27 0 8.50 59.2 3078 419.15 484/281 3238 9.7
Tata Chemicals 10 1703 254.8 348 6228 692.7 27.2 11.00 0.2 7.8 1706 925.4 160.6 1706Q 925.4 -51 160.6 -21 30.80 0 42.54 179.9 14999 588.75 665/446 15494 23.1
21 COMPRESSORS
IND. COMPOSITE 60 2054 198 34
Elgi Equipments 1 1703 15.8 34 892 68.4 4.3 1.00 0.1 12.6 1706 220.4 16.5 1706Q 220.4 6 16.5 -17 31.90 0 28.12 17.6 3435 216.80 257/160 3430 52.9
Ingersoll Rand 10 1703 31.6 336 634 77.3 24.5 6.00 0.0 7.3 1706 149.7 13.5 1706Q 149.7 -1 13.5 -14 73.99 0 7.96 23.6 2558 810.25 940/645 1885 34.1
Kirloskar Pneumatic 10 1703 12.8 299 529 52.7 41.0 7.00 0.0 13.7 1706 86.4 -2.5 1706Q 86.4 -28 -2.5 -126 52.99 0 22.50 28.6 1263 983.45 1390/681 1236 31.0
22 COMPUTER - HARDAWARE
IND. COMPOSITE 245 17843 -158 32
Cerebra Integrat 10 1703 120.4 14 146 2.8 0.2 - 0.0 1.7 1703 35.5 -3.2 - - 8 - - 6.04 0 0.78 11.3 525 43.60 61/12 456 -
*HCL Infosystem 2 1703 44.6 28 2265 -362.4 -16.3 - 1.1 - 1706 406.7 -38.7 1706Q 406.7 -47 -38.7 -235 58.03 0 3.76 93.7 1009 45.25 65/39 1639 -
Redington (India) Lt 2 1703 80.0 39 15432 201.7 5.0 4.30 0.5 13.0 1706 3528.3 39.0 1706Q 3528.3 -5 39.0 -9 8.19 0 52.44 19.8 5924 148.15 155/80 6552 29.9
23 COMPUTER - SOFTWARE
IND. COMPOSITE 7469 285228 62496 18
*3i Infotech 10 1703 1286.0 3 279 92.3 0.7 - 4.7 28.6 1706 55.4 17.7 1706Q 55.4 -32 17.7 14 0.00 0 48.95 155.7 508 3.95 7/4 1141 -
8K Miles Software 5 U1703 15.3* 19 37 2.3 0.7 7.00 0.0 3.9 1703 11.0 0.5 - - 87 - - 60.13 8 2.46 13.9 1553 509.00XB 840/472 1553 -
Accelya Kale Solut 10 1606 14.9 64 310 80.7 54.1 45.00 0.0 85.0 1706 83.1 21.6 - - 8 - - 74.65 0 7.86 15.1 2065 1383.25 1864/1135 2061 23.2
*Allsec Technologies 10 1703 15.2 97 116 24.0 15.8 - 0.0 16.2 1706 30.2 6.3 1706Q 30.2 14 6.3 54 40.35 0 30.91 6.8 515 337.95 464/215 513 19.6
*Aptech Ltd. 10 1703 39.9 58 117 9.1 2.3 3.00 0.0 3.9 1706 31.1 -0.9 1706Q 31.1 86 -0.9 -21 49.30 1 0.88 77.8 1247 312.55 319/120 1224 140.2
AXISCADES Engineer 5 1703 18.9 62 232 12.8 3.4 - 0.1 5.5 1703 52.7 2.3 - - 5 - - 66.06 11 1.36 18.9 534 141.40 243/126 536 41.0
Cigniti Technologies 10 1703 26.5 49 275 -210.7 -79.5 - 0.5 - 1703 101.3 -222.2 - - 15 - - 49.50 22 0.30 4.9 580 218.70 493/161 644 -
Cyient Ltd. 5 1703 56.3 167 1292 236.9 21.0 5.50 0.0 12.6 1706 368.4 72.8 1706Q 368.4 21 72.8 76 22.18 0 64.35 21.2 5982 531.35 564/416 5328 22.3
Datamatics Global Se 5 U1703 29.5 79 306 21.8 3.7 0.75 0.1 4.7 1703 85.6 3.7 - - 50 - - 73.03 0 0.90 21.7 583 98.95 165/64 612 26.7
eClerx Services 10 1703 39.8 276 1162 331.1 83.1 1.00 0.0 30.1 1706 289.0 72.6 1706Q 289.0 -3 72.6 -21 50.20 0 42.33 20.5 5031 1262.70 1775/1220 4734 16.1
Firstsource Solution 10 1703 681.9* 29 940 188.5 2.8 - 0.1 9.4 1706 243.6 50.6 1706Q 243.6 10 50.6 31 54.84 0 14.95 144.8 2295 33.65 49/30 2465 11.5
Genesys Int.Corp. 5 U1703 15.3 77 77 18.7 6.1 - 0.1 7.9 1703 17.1 5.1 - - 73 - - 52.12 5 12.37 3.8 733 238.95 279/60 740 39.2
HCL Technologies 2 U1703 278.4 204 19318 6872.7 49.4 - 0.0 24.2 1706 5179.0 1762.0 1706Q 5179.0 12 1762.0 -2 59.87 0 36.09 172.7 120734 867.35 926/731 112099 17.7
*Hexaware Technologie 2 1612 59.3 45 1393 356.1 12.0 5.50 0.0 26.9 1706 381.4 105.6 1706H 747.1 14 204.9 32 71.22 0 19.57 84.4 8142 274.45 281/178 7936 20.1
*Hinduja Global Solut 10 U1703 20.8 485 1598 101.5 48.9 10.00 0.3 10.1 1706 411.6 12.7 1706Q 411.6 9 12.7 -53 67.54 0 9.86 14.7 1041 501.05 638/461 1250 11.9
*Hinduja Ventures 10 U1703 20.6 500 202 102.9 50.1 17.50 0.4 10.0 1706 50.7 25.5 1706Q 50.7 -17 25.5 5 70.82 0 4.48 9.4 960 467.00 601/418 1356 9.2
Infinite Computer So 10 U1703 40.1* 153 383 91.8 22.9 - 0.0 15.0 1706 96.9 18.7 1706Q 96.9 7 18.7 -19 75.68 0 3.79 26.0 835 208.20 277/201 651 9.6
*Infosys 5 1703 1148.5 296 59289 13818.0 60.2 25.75 0.0 20.3 1706 14971.0 3415.0 1706Q 14971.0 4 3415.0 7 12.74 0 57.71 729.5 209596 912.50 1081/862 190443 14.9
Intellect Design 5 1703 62.5* 56 517 -56.1 -4.5 - 0.4 - 1706 123.1 -22.5 1706Q 123.1 -5 -22.5 -705 29.36 0 19.77 68.7 1357 108.60 187/97 1530 -
Intrasoft Technologi 10 1703 14.7 80 12 4.0 2.7 2.00 0.0 3.4 1706 2.7 1.1 1706Q 2.7 -12 1.1 220 47.51 0 12.12 7.0 755 512.20 584/306 754 157.4
KPIT Technologies 2 1703 39.5 70 1320 169.3 8.6 2.20 0.2 12.3 1706 313.1 27.8 1706Q 313.1 -5 27.8 -52 18.93 53 53.46 61.1 2263 114.60 147/105 2411 16.3
L&T Infotech 1 1703 17.1 174 6183 937.6 55.0 16.55 0.0 31.5 1706 1588.9 284.7 1706Q 1588.9 5 284.7 25 84.25 0 7.61 135.9 12596 738.30 840/595 12405 12.7
Majesco L 5 1703 11.7 110 16 2.4 1.0 - 0.0 0.9 1706 4.5 1.1 1706Q 4.5 20 1.1 25 47.96 4 12.92 27.7 907 386.35 544/300 828 351.5
Mastek Li 5 1703 11.7 99 172 25.3 10.8 1.00 0.0 10.9 1706 38.9 8.8 1706Q 38.9 -28 8.8 -42 48.66 0 18.04 19.5 690 295.10 398/109 686 36.5
MindTree Ltd. 10 1703 168.1 164 4753 489.1 29.1 10.00 0.0 17.7 1706 1202.8 149.9 1706Q 1202.8 -0 149.9 5 13.64 0 46.77 86.2 7855 467.20 579/400 7725 15.8
Moschip Semicond.Tec 2 U1703 25.0 -1 17 -1.0 -0.1 - -1.2 - 1703 5.2 -1.3 - - 219 - - 61.62 0 3.11 21.0 578 46.25 69/22 602 -
MphasiS Ltd. 10 1703 193.1 242 3019 625.0 32.4 17.00 0.0 13.4 1706 786.0 164.8 1706Q 786.0 10 164.8 28 60.44 0 31.18 23.7 11674 604.65 654/425 11422 17.6
NIIT Ltd. 2 U1703 33.2 49 366 -5.1 -0.3 - 0.2 - 1706 83.3 -6.9 1706Q 83.3 -2 -6.9 47 34.17 0 26.69 71.7 1564 94.25 108/67 1725 -
NIIT Technologies 10 U1703 61.4 214 1595 164.9 26.9 - 0.0 12.6 1706 404.6 104.9 1706Q 404.6 10 104.9 390 30.69 0 54.73 37.7 3049 496.65 601/370 2951 12.3
*Nucleus Software 10 1703 32.4 146 299 47.8 14.8 5.00 0.0 10.1 1706 75.8 22.5 1706Q 75.8 7 22.5 201 60.62 0 11.32 16.6 921 284.50 344/171 890 14.7
*Oracle Financial Ser 5 1703 42.6 314 3878 1288.1 151.0 170.00 0.0 48.1 1706 1023.6 295.4 1706Q 1023.6 1 295.4 -0 73.92 0 18.25 23.1 29306 3435.90 4089/2796 26868 22.8
*Persistent Systems 10 1703 80.0 227 1733 294.0 36.8 9.00 0.0 16.2 1706 427.2 75.1 1706Q 427.2 2 75.1 -6 30.65 0 36.42 58.4 4924 615.50 707/501 4876 17.0
Polaris Consulting 5 U1703 51.1* 74 1511 99.3 9.7 - 0.0 13.2 1706 389.6 16.9 1706Q 389.6 -11 16.9 -37 74.43 0 10.91 41.0 2474 242.05 261/141 2438 27.7
*Quick Heal Technolog 10 1703 70.5* 96 299 59.2 8.4 2.50 0.0 8.7 1706 29.7 -11.1 1706Q 29.7 -37 -11.1 -227 72.70 0 7.83 67.5 1243 176.30 296/173 1043 24.2
R Systems Internat. 1 1612 12.7* 17 263 41.2 3.2 - 0.0 18.7 1706 65.7 2.9 1706H 130.7 -0 8.9 -52 50.89 0 0.01 15.5 475 37.30 70/35 437 15.0
Ramco Systems Lt 10 1703 30.4* 225 278 50.7 16.7 - 0.0 7.4 1706 70.3 13.3 1706Q 70.3 3 13.3 82 54.96 1 22.60 14.3 1057 347.45 563/286 1060 18.6
Rolta India 10 U1703 164.9 180 1455 105.5 6.4 - 0.3 2.6 1706 386.7 62.5 1706Q 386.7 1 62.5 -16 50.52 47 11.33 140.2 876 53.15 74/48 1694 9.3
Sasken Technologies 10 1703 17.1 317 390 66.0 38.6 7.00 0.0 12.2 1706 99.2 16.8 1706Q 99.2 -1 16.8 20 43.09 0 18.34 22.8 770 450.00 579/327 758 11.2
Sonata Software 1 1703 10.5 43 593 137.2 13.1 5.50 0.0 30.1 1706 149.4 29.8 1706Q 149.4 7 29.8 -14 30.95 1 15.07 39.7 1652 157.05 225/143 1520 12.5
SQS India BFSI 10 1703 10.7 97 260 21.6 20.2 24.00 0.0 20.8 1706 60.7 7.7 1706Q 60.7 -17 7.7 -7 53.84 0 1.91 15.5 507 474.35 925/403 477 24.1
Subex Ltd. 10 1703 562.0 12 324 -6.8 -0.1 - 0.1 - 1706 70.8 3.2 1706Q 70.8 -8 3.2 -49 0.17 100 11.02 105.3 516 9.18 13/8 600 -
Take Solutions Ltd. 1 1703 13.3 38 19 18.4 1.4 1.00 0.0 3.7 1706 0.3 3.8 1706Q 0.3 -93 3.8 67 63.13 0 16.22 18.9 1793 134.55 184/118 1767 90.3
Tata Consultancy 1 1703 191.4 408 92693 23653.0 123.6 47.00 0.0 30.3 1706 23476.0 6670.0 1706Q 23476.0 2 6670.0 15 73.57 3 22.18 599.5 477672 2495.30 2707/2055 476600 19.5
Tata Elxsi Ltd. 10 1703 31.1 180 1233 173.3 55.7 16.00 0.0 31.0 1706 323.2 49.7 1706Q 323.2 10 49.7 19 44.56 0 16.51 82.0 5092 1635.30CB 1775/1022 4841 28.1
Tech Mahindra Ltd. 5 1703 487.7 173 23165 3047.3 31.2 9.00 0.0 18.0 1706 5753.5 795.4 1706Q 5753.5 2 795.4 8 36.15 0 49.52 518.8 41744 427.95 515/358 39835 13.4
Vakrangee 1 U1703 52.9 39 3949 522.9 9.9 2.00 0.2 25.3 1706 1288.2 166.4 1706Q 1288.2 41 166.4 38 41.58 0 31.58 20.5 24892 470.20 476/188 25022 43.8
Wipro Ltd 2 1703 973.2* 96 46048 8161.7 16.8 3.00 0.1 17.5 1706 11152.8 2026.8 1706Q 11152.8 -4 2026.8 1 73.18 0 16.76 256.3 140924 289.60XB 298/205 143572 17.2
Xchanging Solutions 10 U1703 111.4 16 99 -6.7 -0.6 - 0.0 - 1703 17.3 -2.5 - - -31 - - 78.77 0 0.38 15.9 661 59.35 107/46 579 -
Zee Learn Ltd. 1 U1703 32.4 9 161 36.3 1.1 0.10 0.5 12.6 1706 54.4 11.6 1706Q 54.4 29 11.6 44 60.89 0 19.94 91.2 1383 42.70 51/32 1501 34.7
*Zensar Technologies 10 1703 44.9 251 1283 180.2 40.2 12.00 0.0 16.0 1706 303.3 35.0 1706Q 303.3 -7 35.0 -34 48.70 0 17.59 23.4 3512 782.40 1111/770 3466 21.7
24 CONSTRUCTIONS
IND. COMPOSITE 7976 89604 -842 34
*Ahluwalia Contra 2 U1703 13.4 76 1427 86.0 12.8 - 0.3 16.9 1706 504.2 29.5 1706Q 504.2 65 29.5 37 57.95 41 34.69 6.9 1936 289.00 409/236 1981 20.6
Ajmera Realty & Infr 10 U1703 35.5 127 266 61.0 17.2 3.00 0.3 13.5 1703 94.4 24.1 - - 16 - - 62.52 10 2.05 40.5 648 182.70 252/95 750 10.6
Anant Raj Ltd. 2 U1703 59.0 140 429 60.2 2.0 0.24 0.2 1.5 1706 92.7 9.7 1706Q 92.7 26 9.7 -22 63.47 0 8.35 47.3 1645 55.75 72/33 2632 28.6
*Arihant Superstructu 10 U1703 41.2 27 129 26.6 6.5 1.00 0.4 23.9 1706 24.2 1.9 1706Q 24.2 51 1.9 26 74.14 0 5.22 2.5 763 185.40 211/66 792 29.5
Ashiana Housing Ltd. 2 1703 20.5 71 356 67.1 6.6 0.50 0.1 9.3 1706 67.1 4.6 1706Q 67.1 459 4.6 221 61.03 0 13.57 17.3 1694 165.55 250/116 1740 21.2
*Ashoka Buildcon Ltd. 5 U1703 93.6 100 2045 184.2 9.8 1.60 0.2 9.9 1706 722.8 61.9 1706Q 722.8 54 61.9 101 56.63 0 32.29 19.2 3465 185.15 232/134 3708 16.1
B L Kashyap & Sons 1 U1703 20.5 21 889 6.8 0.3 - 1.3 1.5 1703 234.1 1.5 - - 9 - - 67.41 100 8.95 25.5 785 38.20 51/18 1331 -
Brigade Enterprises 10 U1703 135.7 120 1655 165.1 12.2 2.00 0.7 10.1 1706 405.3 36.0 1706Q 405.3 5 36.0 37 46.87 0 26.88 52.9 3596 265.05 304/145 4544 20.6

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 29


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
D B Realty Ltd. 10 U1703 243.3 143 14 1.4 0.1 - 0.1 0.0 1706 0.8 -15.6 1706Q 0.8 -84 -15.6 -77 62.31 70 11.69 25.0 892 36.65 54/32 1236 -
Delta Corp Ltd. 1 U1703 26.7 36 278 52.6 2.0 0.35 0.1 5.5 1706 80.4 18.8 1706Q 80.4 12 18.8 12 35.28 19 16.18 88.1 4860 181.95 218/95 4895 89.0
*Dilip Buildcon Ltd. 10 1703 136.8 135 5098 360.9 26.4 1.00 1.2 19.5 1706 1664.1 122.6 1706Q 1664.1 60 122.6 147 75.63 9 15.87 19.4 8110 593.00 611/179 10202 18.7
*DLF Ltd. 2 U1703 356.8 103 3703 596.5 3.3 2.00 0.5 3.2 1706 1017.7 184.7 1706Q 1017.7 51 184.7 174 74.94 0 18.30 360.7 33281 186.55 216/101 40653 46.6
Future Market Net 10 U1703 56.3 28 83 -24.1 -4.3 - 1.7 - 1706 18.4 -8.0 1706Q 18.4 -5 -8.0 -9 72.82 76 0.54 14.5 632 112.35 112/27 941 -
*Ganesh Housing 10 U1703 49.0* 145 178 38.2 7.8 2.00 0.3 5.4 1706 52.8 11.7 1706Q 52.8 42 11.7 50 56.24 7 8.42 15.4 630 128.55XB 157/58 811 15.0
Gayatri Projects 2 U1703 35.5 52 2115 74.4 4.2 0.50 2.2 8.1 1706 652.0 45.1 1706Q 652.0 51 45.1 176 47.47 95 37.61 8.6 3110 175.45 182/114 4792 30.2
Godrej Properties Lt 5 1703 108.2 90 457 124.3 5.7 - 1.9 6.4 1706 91.6 55.4 1706Q 91.6 -21 55.4 21 74.91 0 10.67 41.6 11222 518.65 585/285 14842 74.5
HDIL 10 U1703 434.0 258 711 175.3 4.0 - 0.2 1.6 1706 85.8 7.8 1706Q 85.8 -67 7.8 -81 36.48 0 44.18 202.4 2667 61.45 102/45 4481 22.6
Hind.ConstructionCo. 1 1703 101.1 27 4196 59.4 0.6 - 1.5 2.2 1706 930.7 14.5 1706Q 930.7 -5 14.5 33 27.80 85 45.49 211.9 3487 34.50 48/22 7348 -
*Hubtown 10 U1703 72.7 239 603 6.5 0.9 - 0.5 0.4 1706 148.3 1.7 1706Q 148.3 14 1.7 500 71.59 89 5.12 19.7 810 111.30 173/82 1631 101.3
IL&FS Engineering 10 1703 131.1 7 1820 2.3 0.2 - 20.2 2.7 1703 663.3 148.7 - - -9 - - 42.25 0 9.56 35.0 543 41.45 66/37 2222 -
Indiabulls Real Esta 2 U1703 94.9 128 27 17.4 0.4 - 0.4 0.3 1706 7.5 -29.4 1706Q 7.5 36 -29.4 -782 43.74 0 33.11 75.3 10918 230.00 270/57 12817 -
IRB Infrastructure D 10 1703 351.4 71 3413 203.2 5.8 2.00 1.2 8.1 1706 671.1 120.0 1706Q 671.1 -24 120.0 357 57.37 0 35.12 90.4 7460 212.25 272/178 9561 25.1
ITD Cementation Indi 1 1612 15.5 35 2872 48.1 3.1 0.30 0.6 8.7 1706 473.4 20.7 1706H 991.8 -44 35.9 27 51.63 0 23.50 28.0 2541 163.80 193/126 2711 45.6
*J Kumar Infraproject 5 U1703 37.8 184 1437 105.5 13.9 2.00 0.3 7.6 1706 374.2 25.8 1706Q 374.2 -7 25.8 -13 43.93 32 38.85 25.3 1479 195.45 321/146 1628 14.6
JaiprakashAssociates 2 U1703 486.5* 43 6219 -4361.6 -17.9 - 1.6 - 1706 2491.4 765.0 1706Q 2491.4 44 765.0 227 38.60 18 26.05 564.4 5668 23.30 30/7 29118 -
Jaypee Infratech Ltd 10 U1703 1388.9 37 962 -876.4 -6.3 - 1.4 - 1706 312.3 -44.8 1706Q 312.3 -72 -44.8 -26 71.63 93 11.22 123.2 2056 14.80 25/6 10248 -
JMC Projects 10 1703 33.6 205 2328 59.4 17.7 1.50 0.8 8.6 1706 666.7 21.4 1706Q 666.7 19 21.4 90 67.18 0 10.91 10.7 1236 368.15 386/183 1781 17.8
KNR Constructions 2 U1703 28.1 63 1541 157.3 11.2 0.50 0.2 17.8 1706 480.7 67.6 1706Q 480.7 59 67.6 124 57.37 0 32.28 12.1 3061 217.65 229/125 3157 15.7
Kolte-Patil Develope 10 U1703 75.8 118 534 84.7 11.2 1.60 0.4 9.5 1706 153.9 25.2 1706Q 153.9 257 25.2 381 74.53 0 9.70 42.3 1187 156.60 204/79 1495 14.7
Mahindra Lifespace D 10 1703 51.3* 331 681 48.9 9.5 6.00 0.3 2.9 1706 109.3 10.7 1706Q 109.3 23 10.7 -30 51.52 0 26.41 65.8 2182 425.15 493/332 2518 49.3
*Man Infraconstructio 2 1703 49.5 28 158 59.6 2.4 0.54 0.0 8.7 1706 55.1 25.8 1706Q 55.1 53 25.8 44 62.47 0 1.54 21.8 1551 62.65 71/34 1477 23.0
*MarathonNextgenRea 10 U1703 23.0* 303 193 88.0 38.2 1.00 0.0 12.6 1706 0.0 6.9 1706Q 0.0 2128 6.9 -54 74.99 0 0.00 5.0 640 278.35 348/183 637 8.8
*NBCC (India) 2 1703 180.0 19 6279 351.1 3.9 1.63 0.0 21.0 1706 1266.6 55.9 1706Q 1266.6 0 55.9 23 75.00 0 15.26 120.1 18509 205.65XB 219/133 16956 51.2
NCC 2 1703 111.2 62 7892 225.5 4.1 0.40 0.4 6.5 1706 2013.7 63.4 1706Q 2013.7 6 63.4 21 19.56 30 47.30 88.0 4809 86.50 104/71 6237 20.3
Nila Infrastructures 1 U1703 39.3 5 224 22.8 0.6 0.11 0.8 11.9 1703 74.1 7.7 - - 32 - - 61.98 0 2.41 16.9 673 17.10 21/12 806 -
Oberoi Realty 10 U1703 339.6 119 891 320.6 9.4 2.00 0.0 7.9 1706 202.2 73.1 1706Q 202.2 -20 73.1 -21 72.48 0 25.67 16.4 12463 367.00 418/256 12484 41.2
Omaxe Ltd. 10 U1703 182.9 97 1037 67.8 3.7 0.70 0.5 3.8 1706 311.2 15.2 1706Q 311.2 0 15.2 -49 74.99 50 16.45 60.7 3723 203.55 209/155 4168 70.2
*Parsvnath Developers 5 U1703 217.6 59 249 -34.8 -0.8 - 0.5 - 1706 49.5 -26.1 1706Q 49.5 -43 -26.1 -669 71.11 89 6.85 196.2 868 19.95 26/11 2208 -
*Patel Engg. Ltd. 1 U1703 15.7 110 2926 41.8 2.7 - 2.4 2.4 1706 556.4 -4.7 1706Q 556.4 -6 -4.7 77 24.76 0 53.89 58.4 1107 70.50 121/45 5174 16.7
*Peninsula Land L 2 1703 55.8 61 265 -143.1 -5.1 0.20 0.9 - 1706 75.3 -31.3 1706Q 75.3 211 -31.3 -2130 55.36 27 12.36 53.1 510 18.25 30/13 1864 -
*Phoenix Mills 2 U1703 30.6 158 376 133.5 8.7 2.40 0.3 5.5 1706 98.2 31.2 1706Q 98.2 8 31.2 -30 62.85 0 32.41 7.1 7882 514.95 574/285 8625 65.8
PNC Infratech 2 U1703 51.3 61 1689 209.7 8.2 0.50 0.0 13.3 1706 356.7 29.8 1706Q 356.7 -31 29.8 -53 56.06 0 27.46 20.9 3629 141.45 169/99 3538 20.7
Poddar Housing 10 1703 6.3 350 33 1.1 1.8 1.50 0.0 0.5 1703 4.9 -1.7 - - -59 - - 60.92 0 19.82 2.5 872 1379.30 1436/821 869 785.5
Prestige Estates Pro 10 U1703 375.0 128 2180 589.1 15.7 1.20 0.9 12.3 1706 626.9 63.0 1706Q 626.9 9 63.0 -54 70.00 0 28.81 12.0 9684 258.25 291/141 13041 18.8
Prozone Intu Propert 2 U1703 30.5 27 7 3.9 0.3 - 0.0 0.9 1703 1.8 1.5 - - -2 - - 32.10 0 8.30 30.0 683 44.75 52/25 699 -
PSP Projects 10 1703 36.0 27 458 24.9 6.9 15.00 0.7 25.2 1706 155.8 13.6 1706Q 155.8 81 13.6 81 71.99 0 14.65 5.2 1158 321.65 349/189 1096 24.4
*Punj Lloyd 2 U1703 67.0 21 3855 -850.6 -25.4 - 3.5 - 1706 977.3 -194.3 1706Q 977.3 1 -194.3 8 35.79 62 7.22 329.6 642 19.15 28/17 5765 -
*Puravankara 5 1703 118.6 84 976 100.5 4.2 2.25 0.8 5.1 1706 214.7 6.1 1706Q 214.7 -1 6.1 49 74.99 0 18.37 28.1 1685 71.05 80/37 3105 15.4
RPP Infra Projects L 10 U1703 22.6 76 366 23.9 10.6 0.50 0.5 13.6 1706 112.5 7.8 1706Q 112.5 33 7.8 33 52.51 45 9.09 4.3 580 256.70 362/139 626 22.5
*Sadbhav Engineering 1 U1703 17.2 97 3320 187.8 10.9 0.75 0.7 11.3 1706 944.4 55.5 1706Q 944.4 17 55.5 14 46.76 33 43.53 13.4 4588 267.40 351/220 5610 23.6
Shristi Infrastructu 10 U1703 22.2 180 100 2.2 1.0 0.50 0.8 0.5 1703 33.8 0.8 - - -1 - - 74.95 19 0.00 11.5 673 303.00 375/229 1000 -
Simplex Infrastructu 2 U1703 9.9 335 5608 120.3 24.3 0.50 2.1 7.2 1706 1511.9 28.7 1706Q 1511.9 7 28.7 67 56.28 0 19.87 9.4 2410 487.10 590/260 5625 18.3
SKIL Infrastructure 10 U1703 216.6 126 0 -171.3 -7.9 - 0.6 - 1703 0.0 -59.0 - - -71 - - 62.93 88 5.57 5.6 600 27.70 41/17 2413 -
Sobha 10 1703 96.3 261 2207 140.2 14.6 2.00 0.9 5.6 1706 645.4 44.8 1706Q 645.4 11 44.8 22 56.08 20 39.18 53.0 3723 386.60 449/224 5746 25.1
Sunstar Realty Devel 1 U1703 23.6 2 3 0.1 0.0 - 0.0 0.2 - - - - - -64 - - 18.77 0 0.28 0.5 1067 45.15 63/23 1067 -
Sunteck Realty Ltd. 1 U1703 12.6* 69 197 158.4 12.6 1.50 0.3 18.3 1706 56.2 41.8 1706Q 56.2 -18 41.8 -42 73.81 0 11.14 6.9 3243 257.45 267/87 3480 25.3
Texmaco Infrastructu 1 U1703 12.7 24 15 14.7 1.2 0.20 0.0 4.8 1706 3.4 2.5 1706Q 3.4 3 2.5 -2 60.83 0 9.10 21.7 613 48.10 59/35 610 41.9
Unitech Ltd. 2 U1703 523.3 36 889 -190.9 -0.7 - 0.3 - 1706 243.9 -4.1 1706Q 243.9 -9 -4.1 73 20.22 76 13.82 646.3 2001 7.65 10/4 4845 -
Vascon Engineers Ltd 10 U1703 167.7 36 217 4.5 0.3 - 0.4 0.7 1706 81.4 1.5 1706Q 81.4 45 1.5 -6 36.38 26 0.29 23.5 540 32.20 59/26 722 -
Vipul Ltd. 1 U1703 12.0 34 226 2.4 0.2 0.05 0.5 0.6 1703 57.4 0.1 - - 14 - - 63.38 42 0.00 3.4 1182 98.50 100/54 1367 -
Welspun Enterprises 10 U1703 174.3* 87 301 43.3 2.5 0.75 0.0 2.9 1706 206.3 21.1 1706Q 206.3 563 21.1 257 44.63 0 11.64 50.6 2308 132.45 150/54 2341 39.4
25 CONSUMER DURABLES
IND. COMPOSITE 766 48153 49 52
*Bajaj Electrical 2 1703 20.3 86 4262 107.7 10.6 2.80 0.6 12.4 1706 1020.5 20.5 1706Q 1020.5 7 20.5 -10 63.32 0 14.51 31.6 3447 339.90 388/203 3927 32.7
*Blue Star 2 1703 19.1 96 4112 112.0 11.7 7.50 0.2 12.2 1706 1390.6 46.9 1706Q 1390.6 19 46.9 -12 39.03 0 31.31 27.0 7124 744.70 754/435 7195 67.3
Eveready Industr 5 1703 36.3 40 1355 93.6 12.9 1.00 0.6 32.3 1706 338.8 13.6 1706Q 338.8 -4 13.6 -39 44.04 34 35.49 53.3 2152 296.05 359/190 2316 25.4
Hawkins Cookers 10 1703 5.3 202 579 45.6 86.3 70.00 0.1 42.8 1706 80.8 4.6 1706Q 80.8 -22 4.6 -54 56.03 0 12.80 12.6 1431 2705.30 3610/2500 1379 35.5
IFB Industries 10 1703 41.3* 113 1741 51.0 12.3 - 0.0 10.9 1706 491.7 7.4 1706Q 491.7 18 7.4 -51 74.96 0 11.73 16.3 2880 697.70 791/358 2856 66.3
*Johnson Controls-Hit 10 1703 27.2 161 1972 81.0 29.8 1.50 0.1 18.5 1706 862.8 61.6 1706Q 862.8 1 61.6 -11 74.25 0 15.31 14.5 5467 2010.75 2300/1157 5504 74.2
*Leel Electricals 10 U1703 40.3 213 2977 85.1 21.1 21.50 1.1 9.9 1706 925.2 33.5 1706Q 925.2 3 33.5 -24 56.19 0 4.25 36.6 748 185.35 340/168 1498 10.0
*Symphony 2 1703 14.0 65 667 173.2 24.8 3.50 0.0 37.8 1706 129.8 24.0 1706Q 129.8 -15 24.0 -23 74.99 0 12.82 17.2 8817 1260.40XB 1571/1075 8798 53.1
Titan Company 1 1703 88.8 49 12615 761.9 8.6 2.60 0.0 17.7 1706 3909.9 266.9 1706Q 3909.9 42 266.9 106 53.05 0 26.72 108.8 53920 607.35 639/296 53147 59.6
*TTK Prestige L 10 1703 11.7 734 1604 143.0 122.7 27.00 0.0 16.7 1706 357.5 134.3 1706Q 357.5 3 134.3 455 70.31 1 19.60 19.4 7437 6383.25 6824/4750 7395 29.4
Videocon Industries 10 U1703 334.5 251 12329 -1915.7 -45.8 - 2.2 - 1703 1985.8 -547.7 - - -11 - - 62.36 99 12.42 299.9 625 18.70 115/16 20856 -
Whirlpool of Ind 10 U1703 126.9 115 3941 310.5 24.5 3.00 0.0 21.1 1706 1464.0 132.7 1706Q 1464.0 15 132.7 9 74.99 0 14.98 38.8 14819 1168.00 1290/836 13962 46.1
27 COURIERS
IND. COMPOSITE 43 3193 169 64
Blue Dart Expres 10 1703 23.7 220 2681 139.6 58.8 15.00 0.6 26.8 1706 666.7 21.1 1706Q 666.7 7 21.1 -52 74.99 0 12.87 20.7 9762 4113.95 5690/3831 9839 83.7
*Gati Ltd. 2 1703 19.7 64 512 29.8 3.0 0.80 0.4 4.7 1706 119.4 18.1 1706Q 119.4 -6 18.1 270 32.86 80 22.13 104.8 1116 113.50 154/102 1324 26.0
28 DIAMOND CUTTING/PRECIOUS METALS/JEWELLERY
IND. COMPOSITE 606 262875 1758 21
*Gitanjali Gems 10 U1703 118.6 253 10465 39.7 3.3 0.80 1.6 1.3 1706 4277.7 16.6 1706Q 4277.7 148 16.6 -25 31.04 79 12.45 68.6 716 60.40 94/44 5457 25.1
PC Jeweller L 10 1703 358.4* 77 8099 430.5 12.0 1.00 0.2 15.6 1706 2115.1 135.8 1706Q 2115.1 27 135.8 27 66.56 0 25.77 21.3 12887 359.55XB 396/144 12617 28.0
Rajesh Exports L 1 U1703 29.5 153 242132 1245.9 42.2 1.10 1.4 27.5 1706 10022.8 112.2 1706Q 10022.8 -10 112.2 1 53.94 0 22.01 28.5 21257 719.95 745/432 14067 32.0

30 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
Tribhovandas Bhimji 10 U1703 66.7 69 1700 18.5 2.8 - 1.5 4.0 1706 444.0 5.8 1706Q 444.0 36 5.8 135 74.11 0 3.41 16.6 678 101.60 117/56 1286 31.0
*Vaibhav Global Ltd. 10 1703 32.6 153 478 23.6 7.3 - 0.1 4.7 1703 118.3 10.2 - - 37 - - 67.18 0 18.23 4.6 1688 518.50 586/257 1746 71.4
29 DIVERSIFIED
IND. COMPOSITE 4434 352781 40341 20
3M India Ltd. 10 1703 11.3 1089 2363 240.8 213.7 - 0.0 19.6 1706 664.3 66.1 1706Q 664.3 11 66.1 11 74.99 0 11.56 16.6 16622 14755.45 14912/10055 15883 67.3
Andhra Sugars Lt 10 U1703 27.1* 205 907 120.5 44.5 10.00 0.5 21.7 1706 241.1 21.8 1706Q 241.1 21 21.8 11 46.46 0 0.92 14.7 913 336.95 360/197 1176 7.4
Andrew Yule & Co 2 U1703 97.8 3 408 27.4 0.6 0.10 0.6 10.7 1703 103.4 -16.0 - - 10 - - 89.24 0 4.78 27.2 1232 25.20 41/18 1210 -
*Balmer Lawrie & 10 1703 114.0 102 1706 170.4 14.9 7.00 0.0 14.6 1706 465.4 29.9 1706Q 465.4 1 29.9 -19 0.00 0 11.75 43.2 2730 239.45XB 287/163 2221 16.7
Century Textiles 10 1703 111.7 222 7899 105.0 9.4 5.50 1.9 4.2 1706 2118.3 120.2 1706Q 2118.3 2 120.2 12829 47.75 0 25.18 65.5 13511 1209.65 1292/667 18142 63.7
DCM Shriram 2 1703 32.5 156 5732 522.1 32.1 5.80 0.4 20.6 1706 1918.7 233.0 1706Q 1918.7 34 233.0 30 63.87 0 11.74 43.8 6395 393.75 411/196 7179 11.1
*Grasim Inds. 2 U1703 93.4 298 10346 1560.0 33.4 5.50 0.1 11.2 1706 2740.3 347.2 1706Q 2740.3 13 347.2 8 31.27 1 45.40 151.3 52882 1132.70 1332/782 54461 33.3
Kesoram Industri 10 1703 124.8 24 3748 -124.1 -9.9 - 12.0 - 1703 970.0 -74.5 - - -14 - - 46.49 28 9.20 91.9 1615 129.45 202/118 4887 -
Kokuyo Camlin 1 1703 10.0 22 640 1.0 0.1 - 0.4 0.4 1706 161.6 -1.3 1706Q 161.6 -14 -1.3 -129 74.98 0 0.05 18.8 925 92.25 120/75 999 -
L&T 2 1703 280.0* 291 65724 5453.7 39.0 21.00 0.2 13.4 1706 13937.0 558.1 1706Q 13937.0 16 558.1 2 0.00 0 55.95 893.6 158396 1131.30XB 1223/864 164063 29.0
*Mercator Ltd. 1 U1703 27.0 26 538 -30.5 -1.1 0.05 1.1 - 1706 97.0 -33.3 1706Q 97.0 -23 -33.3 -747 34.32 56 14.99 79.2 1046 38.75 55/33 1817 -
Nava Bharat Ventures 2 1703 35.7 151 979 83.0 4.6 1.00 0.1 3.1 1706 291.3 21.9 1706Q 291.3 41 21.9 -18 44.38 0 23.11 19.6 2176 121.85XB 155/103 2367 27.8
Nesco Ltd. 10 1703 14.1 604 306 169.4 120.2 11.00 0.0 19.9 1706 64.9 41.7 1706Q 64.9 19 41.7 19 68.17 0 8.08 13.9 3369 2390.80 2722/1621 3364 18.7
Orient Paper 1 1703 21.2 24 1875 50.6 2.4 0.50 0.7 10.0 1706 145.2 8.1 1706Q 145.2 -64 8.1 336 38.65 0 21.43 23.9 2010 94.75 107/57 2338 32.4
Prakash Indus. 10 1703 149.0 150 2174 81.0 5.4 - 0.3 3.6 1706 650.5 59.4 1706Q 650.5 2 59.4 323 41.97 63 7.50 48.5 1866 125.25 147/42 2558 14.8
Reliance Inds. 10 1703 3251.7* 887 242025 31425.0 96.6 11.00 0.4 10.9 1706 64217.0 8196.0 1706Q 64217.0 20 8196.0 9 44.99 0 33.75 2462.9 509677 1567.40CB 1665/932 609226 15.9
Voltas Ltd. 1 1703 33.1 90 5410 486.2 14.7 3.50 0.0 16.3 1706 1816.9 157.8 1706Q 1816.9 10 157.8 50 30.29 0 46.76 105.7 17232 520.80 556/287 17088 32.0
30 DYES & PIGMENTS
IND. COMPOSITE 130 7632 707 18
*AksharChem (India) 10 1703 8.2 164 260 51.9 63.3 3.50 0.2 38.5 1703 53.0 6.9 - - 48 - - 62.70 0 10.91 12.0 579 706.45 942/323 604 11.2
Atul Ltd. 10 1703 29.7 648 2695 285.3 96.2 10.00 0.1 14.9 1706 650.0 34.4 1706Q 650.0 2 34.4 -57 44.63 10 26.99 30.0 6034 2034.40 2588/1900 6161 25.2
*Bodal Chemicals 2 U1703 21.8 34 1184 128.6 11.8 0.80 0.6 34.9 1706 272.0 31.1 1706Q 272.0 1 31.1 -3 64.03 0 4.07 35.9 1834 168.10 194/100 1973 14.2
*Clariant Chemicals ( 10 U1703 23.1 284 981 24.5 10.6 25.00 0.0 3.7 1706 263.1 -1.4 1706Q 263.1 -6 -1.4 -110 51.00 0 13.72 40.9 1350 585.00 838/566 1321 149.9
Kiri Industries 10 U1703 27.8 91 965 95.2 34.2 - 1.8 37.6 1703 240.6 25.4 - - 7 - - 37.67 1 19.51 19.5 819 294.10 378/227 1088 8.4
*Sudarshan Chem. 2 1703 13.8 57 1293 89.4 12.9 3.50 0.7 22.6 1706 335.2 23.4 1706Q 335.2 -0 23.4 -26 52.89 0 6.79 21.3 2560 369.75 459/261 2820 31.5
Ultramarine Pig. 2 U1703 5.8 50 255 32.4 11.1 4.00 0.0 22.1 1706 63.6 9.7 1706Q 63.6 13 9.7 34 52.55 0 0.25 8.6 568 194.35 212/134 556 16.3
31 EDIBLE OILS & SOLVENT EXTRACTION
IND. COMPOSITE 203 26501 -1000 15
Agro Tech Foods Ltd. 10 1703 24.4 148 807 29.0 11.9 2.00 0.0 8.0 1706 187.8 6.5 1706Q 187.8 -2 6.5 6 51.77 0 15.58 14.8 1323 542.90 609/422 1339 45.1
*AVT Natural Prod 1 1703 15.2 15 311 25.8 1.7 0.20 0.0 11.0 1706 77.6 5.0 1706Q 77.6 -8 5.0 -24 74.35 0 0.12 18.8 582 38.25 51/29 574 24.1
*Guj. Amb.Exports 2 1703 22.9 74 3331 158.6 13.8 0.80 0.7 18.6 1706 690.4 16.8 1706Q 690.4 -12 16.8 -65 66.17 0 0.91 50.8 1323 115.35 147/74 1945 10.5
Ruchi Soya Inds. 2 U1703 66.8 -2 18527 -1257.2 -37.6 - 3.8 - 1706 3261.2 -286.2 1706Q 3261.2 -35 -286.2 -27860 57.28 55 0.14 34.2 715 21.40 32/19 5083 -
Sanwaria Agro Oi 1 U1703 73.6* 4 3526 44.1 0.6 0.10 3.0 12.0 1706 1154.0 18.6 1706Q 1154.0 101 18.6 72 71.67 7 0.01 17.0 523 7.10XB 10/2 1357 -
32 ELECTRIC EQUIPMENT
IND. COMPOSITE 868 40127 3126 40
ABB India 2 1612 42.4 155 8648 376.3 17.8 4.00 0.2 11.5 1706 2223.7 75.1 1706H 4390.0 7 165.0 17 74.99 0 16.93 61.3 28618 1350.50 1619/950 28029 72.8
*Bharat Electroni 1 U1703 223.4 46 8612 1547.6 6.9 2.25 0.0 15.1 1706 1724.8 125.3 1706Q 1724.8 96 125.3 247 68.18 0 24.29 118.4 41948 187.80CB 189/119 34622 25.6
Centum Electronics L 10 1703 12.8 148 387 30.8 24.1 2.00 0.7 16.3 1703 96.2 11.4 - - 26 - - 59.22 0 14.16 9.3 844 659.90 765/435 958 27.4
CG Power and Indust 2 U1703 125.3 68 4761 124.5 2.0 - 0.1 2.9 1706 1260.7 31.0 1706Q 1260.7 21 31.0 -19 34.37 100 52.43 132.1 4995 79.70 97/56 5010 33.0
Crompton Greaves Con 2 1703 125.3 9 3976 290.7 4.6 - 1.2 53.9 1706 1055.5 80.3 1706Q 1055.5 -6 80.3 -13 34.37 65 49.95 107.7 13428 214.25 246/135 14008 48.1
Elpro Internl. 2 U1703 13.8 21 48 3.6 0.5 - 1.0 2.4 1703 7.4 0.3 - - 74 - - 65.65 0 24.17 2.9 555 80.25 105/39 692 -
Genus Power Infrastr 1 U1703 25.7 28 642 57.9 2.3 0.45 0.3 8.1 1706 182.8 14.2 1706Q 182.8 -1 14.2 -12 50.50 0 7.86 18.2 1328 51.65 57/33 1483 24.5
Havells India 1 1703 62.5 52 6135 539.0 8.6 3.00 0.1 16.5 1706 1860.5 121.4 1706Q 1860.5 27 121.4 -17 61.57 0 29.48 78.5 30448 487.05 525/304 30091 59.1
HBL Power Systems Lt 1 U1703 25.3 25 1530 34.7 1.4 0.25 0.9 5.5 1706 322.4 7.5 1706Q 322.4 -3 7.5 36 74.24 0 8.69 27.2 1118 44.20 53/30 1626 30.5
HPL Electric & Power 10 U1703 64.3 62 926 22.4 3.5 1.50 1.5 5.7 1706 210.5 3.9 1706Q 210.5 -9 3.9 162 72.14 0 9.13 51.4 853 132.65 198/74 1349 34.3
*Igarashi Motors Indi 10 1703 30.6 121 508 73.8 24.1 6.61 0.0 19.9 1706 130.8 18.0 1706Q 130.8 4 18.0 -5 75.00 0 12.05 14.7 3057 998.70 1125/650 3055 42.0
PG Electroplast Ltd. 10 U1703 16.4 75 367 3.7 2.3 - 0.6 3.0 1703 120.2 2.3 - - 50 - - 65.00 0 3.89 2.3 524 319.25 357/123 599 137.0
Schneider Electric 2 U1703 47.8 -4 1265 -159.8 -6.7 - 5.2 - 1703 292.4 -149.6 - - -12 - - 74.99 0 7.35 53.0 2946 123.20 174/115 3120 -
*Swelect Energy Syste 10 1703 10.1 648 170 29.4 29.1 4.00 0.1 4.5 1706 42.6 7.3 1706Q 42.6 22 7.3 88 63.45 1 1.67 12.2 518 512.90 633/295 504 15.8
V-Guard Ind.Ltd. 1 1703 42.5 15 2151 151.8 3.6 0.70 0.0 23.8 1706 559.5 23.2 1706Q 559.5 -2 23.2 -46 65.16 0 21.78 68.2 7733 182.10XB 221/109 7720 58.5
33 ELECTRIC EQUIPMENT - GENSETS/TURBINES
IND. COMPOSITE 76 1804 173 37
*Honda Siel Power 10 1703 10.1 418 702 57.1 56.3 7.50 0.0 13.5 1703 198.2 13.1 - - 5 - - 67.66 0 5.46 14.4 1449 1428.40 1750/1233 1307 25.4
*TD Power Systems Ltd 10 U1703 33.2 149 369 0.1 0.0 1.80 0.1 0.0 1706 55.9 -19.1 1706Q 55.9 -30 -19.1 -1461 54.05 0 21.59 7.8 710 213.70 271/155 546 -
Triveni Turbine 1 1703 33.0 12 733 116.2 3.5 1.20 0.0 29.4 1706 119.0 9.6 1706Q 119.0 -23 9.6 -56 67.73 3 27.06 30.0 4290 130.00 167/112 4281 41.3
34 ELECTRIC EQUIPMENT - T RANSFORMERS
IND. COMPOSITE 44 5438 202 17
Apar Industries 10 1703 38.3 248 4776 182.3 47.6 10.00 0.2 19.2 1706 1236.4 39.9 1706Q 1236.4 14 39.9 -12 57.96 0 28.45 25.6 2983 779.55 909/510 3108 16.9
*Bharat Bijlee 10 1703 5.7 517 663 19.6 34.7 - 0.6 6.7 1706 148.3 -3.9 1706Q 148.3 14 -3.9 -15 33.84 0 15.60 20.0 685 1212.50 1499/726 843 35.9
35 ELECTRODES - GRAPHITE
IND. COMPOSITE 79 2166 62 40
Graphite India Ltd. 2 1703 39.1 95 1306 112.3 5.7 2.00 0.1 6.1 1706 351.0 29.4 1706Q 351.0 28 29.4 168 65.21 0 18.37 99.5 4960 253.85 276/70 5045 37.9
HEG Ltd. 10 U1703 40.0 218 860 -50.1 -12.5 - 0.7 - 1706 205.4 -8.4 1706Q 205.4 26 -8.4 71 58.79 0 11.37 27.5 2097 524.80 538/144 2722 -
36 ENGINEERING
IND. COMPOSITE 765 47916 5518 25
A2Z Infra Engineer 10 U1703 145.1 47 635 -139.2 -9.6 - 1.0 - 1706 112.1 -36.4 1706Q 112.1 -45 -36.4 -94 40.79 96 11.25 30.3 548 37.75 53/33 1372 -
*Ador Welding Ltd. 10 1703 13.6 174 441 18.7 13.7 5.00 0.1 7.9 1703 158.9 7.6 - - 10 - - 56.69 0 17.58 13.3 515 379.05 419/256 522 27.6
*Astra Microwave 2 1703 17.3 52 425 56.6 6.5 1.00 0.3 12.4 1706 46.8 4.2 1706Q 46.8 -18 4.2 272 15.62 0 30.64 40.1 1060 122.35 149/102 1163 16.8
BGR Energy Systems 10 U1703 72.2 197 3438 44.1 6.1 - 1.6 3.1 1706 898.2 9.9 1706Q 898.2 7 9.9 14 75.00 0 5.50 90.8 970 134.45 185/99 2738 21.4
Carborundum Uni. 1 1703 18.9 56 1406 121.8 6.5 1.00 0.0 11.5 1706 326.0 20.6 1706Q 326.0 -3 20.6 -22 43.75 0 25.98 25.4 6302 334.05 365/228 6297 54.4
Cummins India Lt 2 1703 55.4 135 5077 734.6 26.5 14.00 0.1 19.6 1706 1340.8 222.2 1706Q 1340.8 6 222.2 23 51.00 0 35.85 62.7 24649 889.20 1096/748 24776 31.8

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 31


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
Dynamatic Techno 10 1703 6.3 447 505 7.6 12.0 - 1.8 2.6 1703 136.0 -7.2 - - 19 - - 50.19 15 27.74 9.5 1354 2135.80 3650/2101 1853 178.6
*Esab India 10 1703 15.4 222 474 26.0 16.9 1.00 0.0 7.6 1706 136.7 9.1 1706Q 136.7 17 9.1 5 73.72 0 4.33 9.5 1053 684.40 818/531 1012 39.8
Greaves Cotton 2 1703 48.8 38 1634 180.6 7.4 5.50 0.0 19.6 1706 406.3 41.2 1706Q 406.3 1 41.2 7 51.00 0 34.04 50.1 3539 144.90 178/115 3526 19.3
Grindwell Norton 5 1703 55.4 80 1236 116.0 10.5 4.00 0.0 13.1 1706 330.6 29.2 1706Q 330.6 9 29.2 4 58.89 0 18.29 15.5 4392 396.70XB 455/306 4153 37.5
Honeywell Automation 10 1703 8.8 1335 2410 169.4 191.7 10.00 0.0 14.4 1706 655.5 55.4 1706Q 655.5 16 55.4 45 74.99 0 15.67 10.8 11455 12955.65 13373/8021 10876 61.4
Ion Exchange (India) 10 U1703 14.7 202 937 46.0 31.3 3.50 0.2 15.5 1706 208.1 7.3 1706Q 208.1 9 7.3 8 44.03 0 3.19 14.4 786 536.00 638/254 823 16.9
*Kennametal India 10 U1703 22.0 181 477 21.3 6.8 - 0.0 5.3 1706 171.6 0.8 1706Q 171.6 11 0.8 -89 75.00 0 15.31 6.4 1372 624.45 713/555 1306 62.1
Kirloskar Bros. 2 1703 15.9 106 1823 33.0 4.2 1.00 0.2 3.9 1706 443.6 5.5 1706Q 443.6 18 5.5 267 65.46 0 11.41 18.4 2011 253.20 297/141 2174 51.9
Kirloskar Industries 10 1703 9.7 783 4 28.8 29.7 20.00 0.0 3.8 1706 0.5 5.5 1706Q 0.5 -67 5.5 -8 72.80 0 14.28 20.6 1435 1478.00 1671/737 1363 50.6
Kirloskar Oil Engine 2 1703 28.9 112 2670 173.6 12.0 5.00 0.0 10.7 1706 709.3 36.5 1706Q 709.3 7 36.5 -38 59.33 0 22.97 35.6 5469 378.20 418/273 5464 36.1
KSB Pumps 10 1612 34.8 170 827 61.8 17.7 5.50 0.0 10.4 1706 210.2 15.4 1706H 415.7 0 28.7 -9 66.40 0 18.85 11.3 2418 694.65 840/550 2226 41.0
L&T Technology Serv 2 1703 20.3 151 3113 449.0 44.2 12.00 0.0 29.3 1706 779.1 103.9 1706Q 779.1 2 103.9 -13 89.77 0 4.27 99.3 7670 754.25 931/671 7608 17.7
Shakti Pumps (In 10 U1703 18.4 116 412 21.3 11.6 2.00 0.5 10.0 1706 84.0 3.0 1706Q 84.0 19 3.0 112 47.59 25 0.15 12.0 915 497.85 539/114 996 40.0
Siemens Ltd. 2 1609 71.2 185 10809 2888.0 81.1 33.50 0.0 43.9 1706 2650.8 162.9 1706N 7872.9 2 509.8 21 74.99 0 14.38 114.9 44994 1263.45 1470/1011 41485 15.1
*Skipper Ltd. 1 1703 10.2 48 1703 111.5 10.9 1.55 0.8 22.6 1703 583.7 52.8 - - 15 - - 70.41 0 13.08 9.4 2046 199.95 240/125 2437 18.3
Sterling Tools L 2 U1703 6.8 50 374 38.9 11.4 2.00 0.4 22.6 1703 99.7 7.8 - - 2 - - 70.14 0 2.85 8.2 804 235.00 290/138 847 20.7
Swaraj Engines 10 1703 12.4 228 666 68.8 55.4 43.00 0.0 24.3 1706 194.0 21.5 1706Q 194.0 13 21.5 13 50.61 0 17.57 12.6 2458 1979.20 2545/1110 2409 34.5
Thermax 2 1703 23.8 202 3764 144.8 12.2 6.00 0.0 6.0 1706 713.4 32.4 1706Q 713.4 -10 32.4 -28 61.98 0 25.73 27.1 10497 880.95 1071/738 10492 79.5
Va Tech Wabag Ltd. 2 1703 10.9 151 1798 75.0 13.7 4.00 0.1 9.1 1706 354.5 18.1 1706Q 354.5 36 18.1 3 24.72 0 51.26 49.1 3331 610.25 749/450 3356 44.1
Veritas (India) Ltd. 1 U1703 2.7 57 534 7.9 2.9 0.05 0.2 5.1 1703 138.1 2.0 - - 9 - - 60.47 0 24.61 0.5 497 185.50 209/110 509 63.2
Wendt India 10 1703 2.0 512 129 11.7 58.5 25.00 0.0 11.4 1706 28.2 1.1 1706Q 28.2 -8 1.1 -56 79.73 0 0.11 5.5 480 2400.05 2810/1666 477 46.6
*Yuken India 10 1703 3.0 183 195 0.3 1.0 1.00 1.1 0.5 1706 46.3 0.8 1706Q 46.3 3 0.8 143 52.50 0 1.14 3.5 563 1875.10 1877/316 622 199.5
37 ENGINEERING - HEAVY
IND. COMPOSITE 1982 55527 2321 29
Action Construction 2 U1703 23.5 26 751 19.6 1.7 0.30 0.5 6.0 1703 230.1 7.4 - - 16 - - 73.09 0 3.25 25.2 713 60.80 77/41 809 36.3
BEML Ltd. 10 U1703 41.6 527 2835 84.4 20.3 8.00 0.2 3.8 1706 631.7 -85.1 1706Q 631.7 114 -85.1 21 54.02 0 31.11 52.5 7463 1792.05 1918/770 7905 70.1
*Bharat Heavy Ele 2 U1703 489.5 137 28222 495.9 2.0 1.58 0.0 1.5 1706 5505.6 80.8 1706Q 5505.6 -2 80.8 4 63.05 0 32.41 396.0 31146 127.25CB 183/116 21186 62.4
Disa India Ltd. 10 1703 1.5 637 157 11.4 78.4 2.50 0.0 12.3 1706 30.4 0.3 1706Q 30.4 0 0.3 -83 74.82 0 12.65 2.7 785 5398.85 5700/3905 732 78.7
Elecon Engg. 2 1703 22.4 65 923 21.1 1.9 0.50 0.6 2.9 1706 167.9 -38.7 1706Q 167.9 50 -38.7 -497 58.58 13 8.10 48.4 540 48.10 74/45 955 -
GMM Pfaudler Ltd 2 U1703 2.9 116 266 28.2 19.3 4.00 0.0 16.6 1706 68.9 5.5 1706Q 68.9 21 5.5 10 75.00 0 0.41 7.9 873 597.40 669/343 848 30.4
Inox Wind Ltd. 10 U1703 221.9 98 2863 256.3 11.6 - 0.8 11.8 1706 44.5 -30.9 1706Q 44.5 -88 -30.9 -271 85.61 0 3.66 67.5 2733 123.15 231/105 3715 13.2
*ISGEC Heavy Eng 10 1703 7.4 1531 3111 188.6 256.5 25.00 0.1 16.8 1706 494.4 16.9 1706Q 494.4 -26 16.9 -60 62.26 0 5.78 9.1 4333 5892.80 6600/4300 4416 26.1
Lakshmi Machines 10 1703 11.0 1404 2432 190.6 174.0 35.00 0.0 12.4 1706 696.1 47.6 1706Q 696.1 25 47.6 44 30.06 0 25.02 29.1 6641 6061.70 6430/3620 6616 32.4
Praj Industries 2 1703 35.9* 40 729 46.9 2.6 1.62 0.0 6.5 1706 138.1 0.1 1706Q 138.1 -20 0.1 -99 33.58 0 31.61 96.8 1234 68.70 95/63 1172 34.3
Sanghvi Movers L 2 1703 8.7 199 553 109.2 25.2 4.00 0.5 12.7 1706 65.3 -3.6 1706Q 65.3 -53 -3.6 -114 46.88 0 18.06 16.6 662 152.90 280/140 1113 8.2
*Stovec Indus. 10 1612 2.1 409 189 22.4 107.3 31.00 0.0 26.2 1706 62.1 8.3 1706H 114.8 31 15.5 45 71.06 0 0.22 7.5 714 3420.80 3675/1860 691 26.2
Suzlon Energy Ltd. 2 U1703 1038.4 3 9357 712.2 1.4 - 9.0 52.3 1706 2247.3 32.4 1706Q 2247.3 97 32.4 109 20.27 99 19.27 1013.2 8489 16.35 22/12 13967 7.8
*Techno Electric & En 2 1703 22.5 76 1236 145.5 12.9 - 0.0 17.1 1706 368.1 42.3 1706Q 368.1 54 42.3 59 58.75 0 22.72 13.0 4113 365.00XB 439/262 4019 25.5
Texmaco Rail & Engin 1 U1703 22.0 43 1155 33.6 1.5 0.25 0.1 3.5 1706 223.5 -8.7 1706Q 223.5 21 -8.7 -171 52.43 0 26.96 66.1 1958 89.15 119/84 2038 -
Titagarh Wagons Ltd. 2 1703 23.1 78 349 19.3 1.7 0.80 0.0 2.1 1706 79.6 3.3 1706Q 79.6 14 3.3 -13 45.76 0 19.11 71.4 1263 109.40 136/95 1302 67.1
Walchandnagar 2 1703 7.6 13 398 -64.3 -16.9 - 8.3 - 1703 122.6 -25.2 - - 135 - - 55.00 72 4.86 67.6 517 135.80 192/132 900 -
38 ENTERTAINMENT/MULTI MEDIA
IND. COMPOSITE 2039 21592 2341 41
*Balaji Telefilms Ltd 2 1703 15.2 86 284 31.0 4.1 0.40 0.0 4.7 1706 94.3 9.0 1706Q 94.3 76 9.0 55 43.29 0 34.00 19.2 1282 168.80 203/74 1276 37.5
Den Networks Ltd. 10 U1703 194.0 62 981 -256.8 -13.2 - 0.2 - 1706 279.8 -38.7 1706Q 279.8 17 -38.7 32 36.77 11 48.14 11.5 1800 92.75 105/61 1692 -
*Dish TV India Ltd. 1 U1703 106.6 3 1945 162.7 1.5 - 0.0 59.7 1706 442.3 -14.2 1706Q 442.3 -14 -14.2 -125 64.43 68 25.19 147.9 8485 79.60 111/70 8240 -
*Entertainment Networ 10 1703 47.7 179 557 54.5 11.4 1.00 0.1 6.4 1706 104.4 4.4 1706Q 104.4 -6 4.4 -73 71.15 0 19.93 12.9 4033 846.05 1008/667 4138 95.1
Eros International M 10 U1703 94.5 140 1146 130.4 13.8 - 0.3 9.9 1706 198.1 11.3 1706Q 198.1 -38 11.3 -50 66.22 13 10.18 42.2 1859 196.80 308/150 2165 15.6
GTPL Hathway 10 1703 112.5 33 491 11.9 1.1 - 0.8 3.2 1706 174.4 14.8 1706Q 174.4 23 14.8 86 73.85 0 13.17 74.8 1485 132.05 190/127 1715 31.6
*Hathway Cable & Data 2 U1703 166.1 10 1307 -154.1 -1.9 - 1.2 - 1706 129.0 27.2 1706Q 129.0 -57 27.2 151 43.47 0 38.33 16.7 2695 32.45 49/24 3847 -
Inox Leisure 10 U1703 96.5 64 1221 30.5 3.2 - 0.4 4.9 1706 387.4 32.1 1706Q 387.4 15 32.1 28 48.69 0 32.88 34.0 2248 233.10 306/193 2464 59.8
Media Matrix Worldwi 1 U1703 113.3 1 4 0.5 0.0 - 0.0 0.3 1706 0.8 0.1 1706Q 0.8 -15 0.1 -61 60.71 15 0.00 3.2 702 6.20 12/5 702 -
Millitoons Entertain 1 U1703 17.0* 1 15 0.3 0.0 0.02 0.1 2.7 1703 8.2 0.0 - - 839 - - 74.99 0 0.00 3.5 699 41.10XB 64/11 700 -
Music Broadcast 10 U1703 57.1 28 271 36.7 6.4 - 2.5 23.0 1706 70.3 10.8 1706Q 70.3 12 10.8 42 71.39 0 11.55 33.3 2123 372.10 420/333 2363 53.2
Prime Focus 1 U1703 29.9 34 155 -11.0 -0.4 - 0.6 - 1706 34.8 -10.2 1706Q 34.8 -12 -10.2 -344 35.00 51 9.95 8.8 3098 103.65 124/62 3677 -
PVR Ltd. 10 1703 46.7 204 2002 92.9 19.9 2.00 0.8 9.8 1706 599.8 41.1 1706Q 599.8 12 41.1 -8 20.25 0 68.39 33.4 5909 1264.20 1660/1011 6620 66.1
*Saregama India Ltd. 10 1703 17.4 97 208 7.7 4.4 1.50 0.0 2.5 1706 62.0 3.3 1706Q 62.0 28 3.3 88 59.13 0 0.04 16.3 686 394.45 435/182 671 74.2
Shemaroo Entertainme 10 U1703 27.2 160 415 61.7 22.7 1.40 0.5 14.2 1703 94.5 12.7 - - 18 - - 65.82 0 17.17 7.7 895 329.25 439/294 1071 14.5
SITI Networks 1 U1703 87.2 4 774 -185.0 -2.1 - 1.4 - 1706 220.2 -38.2 1706Q 220.2 20 -38.2 21 73.56 65 17.61 98.3 2158 24.75 41/23 2652 -
Sri Adhikari Bro 10 U1703 34.9 29 138 4.2 1.2 0.60 0.5 4.2 1703 38.6 -3.3 - - -2 - - 45.76 93 0.58 6.9 720 205.90 303/200 767 169.6
Sun TV Network Ltd. 5 U1703 197.0 114 2558 979.4 24.9 10.00 0.0 21.8 1706 786.3 251.6 1706Q 786.3 3 251.6 8 74.99 4 17.40 32.7 28090 712.80 950/435 27303 28.1
TV Today Network Ltd 5 1703 29.8 105 573 107.9 18.1 1.75 0.0 17.2 1706 151.1 19.4 1706Q 151.1 10 19.4 -13 57.41 0 15.68 26.3 1452 243.35 360/211 1189 13.8
TV Vision 10 U1703 34.9 35 176 8.2 2.4 - 0.2 6.8 1703 47.5 1.3 - - 276 - - 45.76 73 0.59 7.1 757 216.65 328/212 773 91.9
TV18 Broadcast 2 U1703 342.9 22 667 101.5 0.6 - 0.1 2.7 1706 152.6 14.3 1706Q 152.6 16 14.3 3144 60.40 0 15.96 104.8 6275 36.60 50/33 6484 -
UFO Moviez India Ltd 10 U1703 27.6 179 387 54.3 19.6 10.00 0.1 10.9 1703 95.8 10.2 - - 14 - - 28.10 6 47.25 30.9 948 343.20 506/316 953 17.5
*Zee Entertainment En 1 1703 96.0 46 4928 1034.0 10.8 2.50 0.3 23.4 1706 1302.6 576.5 1706Q 1302.6 11 576.5 238 43.07 41 50.22 100.3 49257 512.85 589/429 48714 34.2
*Zee Media Corp 1 1703 47.1 14 390 38.1 0.8 - 0.1 5.9 1706 99.4 4.4 1706Q 99.4 12 4.4 -17 69.11 49 6.19 99.8 1622 34.45 42/23 1678 -
39 FAST MOVING CONSUMER GOODS
IND. COMPOSITE 2608 150340 22641 46
ADF Foods Ltd. 10 1703 21.2 92 166 12.4 5.8 2.50 0.0 6.3 1706 41.7 4.3 1706Q 41.7 3 4.3 17 46.06 0 1.36 22.0 484 228.15 316/106 479 37.3
Bajaj Corp Ltd. 1 1703 14.8 34 793 221.0 15.0 11.50 0.0 44.0 1706 197.4 55.0 1706Q 197.4 -3 55.0 5 66.86 49 28.54 26.2 5719 387.75 450/340 5725 25.6
Britannia Ind. 2 1703 24.0 215 8414 843.7 70.3 22.00 0.0 32.7 1706 2119.3 208.7 1706Q 2119.3 7 208.7 -1 50.70 0 28.68 78.8 50636 4217.55 4351/2776 50582 60.0
Colgate Palm. 1 1703 27.2 47 3982 577.4 21.2 10.00 0.0 45.3 1706 978.1 136.4 1706Q 978.1 -3 136.4 8 50.99 0 26.22 168.9 29739 1093.40 1133/862 29445 50.6
*Dabur India 1 1703 176.2 21 5291 998.3 5.7 2.25 0.1 27.3 1706 1233.7 169.6 1706Q 1233.7 -4 169.6 -15 68.04 0 25.82 140.1 52819 299.85 323/259 53078 54.5
DFM Foods Limi 10 1703 10.0 81 345 15.9 15.9 5.00 1.1 19.6 1706 94.0 2.6 1706Q 94.0 25 2.6 2 38.34 0 15.07 7.0 1421 1421.25 2280/1122 1506 89.3
Emami Ltd. 1 1703 22.7 75 2301 346.4 15.3 7.00 0.1 20.2 1706 499.1 6.3 1706Q 499.1 -16 6.3 -87 72.73 30 18.41 44.8 24375 1073.95 1261/937 24501 80.3

32 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
*Gillette India Ltd. 10 1606 32.6 263 1960 213.0 65.4 39.52 0.0 24.8 1703 524.9 105.8 1703N 1326.0 -14 215.4 30 74.99 0 10.42 25.2 17310 5312.35 5450/4025 16773 66.0
GlaxoSmithKlineConsu 10 1703 42.1 743 3986 656.7 156.1 70.00 0.0 21.0 1706 985.3 132.2 1706Q 985.3 4 132.2 -18 72.45 0 12.78 41.2 22218 5283.10 6384/4650 19131 35.4
*Godfrey Philips 2 U1703 10.4 297 2265 136.3 26.2 8.00 0.1 8.8 1706 498.1 -3.1 1706Q 498.1 4 -3.1 -114 72.19 0 12.52 18.7 5459 1049.85 1542/823 5512 49.3
Godrej Consumer Prod 1 1703 68.1* 69 4748 848.0 12.4 15.00 0.0 18.1 1706 1102.2 149.6 1706Q 1102.2 4 149.6 -2 63.26 0 30.16 89.8 62316 914.80XB 1084/643 62368 73.7
Godrej Industries Lt 1 1703 33.6 48 1500 -145.2 -4.3 1.75 1.5 - 1706 494.9 34.1 1706Q 494.9 49 34.1 201 74.74 0 17.18 59.8 20344 605.00 700/364 22752 -
Hatsun Agro Prod 1 1703 15.2 23 4200 134.0 8.8 1.00 2.0 38.6 1706 1168.7 35.2 1706Q 1168.7 13 35.2 21 74.71 0 3.74 9.3 9731 639.50XB 680/320 10366 69.8
*Heritage Foods 10 1703 23.2 131 2273 66.8 28.8 4.00 0.4 22.0 1706 609.0 7.6 1706Q 609.0 -4 7.6 -54 39.90 0 13.42 18.4 3185 1373.05 1390/709 3275 55.0
*Hindustan Unilever L 1 1703 216.4 30 31890 4490.0 20.7 17.00 0.0 69.2 1706 8529.0 1283.0 1706Q 8529.0 5 1283.0 9 67.19 0 19.02 321.9 255180 1178.95 1207/783 253509 55.5
ITC Ltd. 1 1703 1215.2 37 40089 10200.9 8.4 4.75 0.0 22.5 1706 9954.7 2560.5 1706Q 9954.7 -1 2560.5 7 0.00 0 55.83 555.2 342083 281.50XB 353/222 339354 33.0
*Jubilant Foodworks L 10 1703 66.0 129 2546 67.3 10.2 2.50 0.0 7.9 1706 678.8 23.8 1706Q 678.8 11 23.8 26 44.94 39 41.23 34.7 9177 1390.80 1444/761 9144 127.3
*Jyothy Laboratories 1 1703 18.2 36 1632 202.0 11.1 6.00 0.1 30.9 1706 356.7 20.6 1706Q 356.7 -16 20.6 -59 66.89 21 19.84 79.3 6835 376.20 427/292 6789 34.5
Kaya L 10 1703 13.0 136 194 -17.8 -13.6 - 0.0 - 1706 49.3 -2.7 1706Q 49.3 4 -2.7 36 60.09 0 9.52 26.2 1148 881.05 1203/650 1146 -
*Kothari Products 10 U1703 29.8 284 4348 64.5 21.6 3.00 0.1 7.6 1706 1094.3 7.5 1706Q 1094.3 -5 7.5 -54 74.99 0 0.04 8.4 579 193.85 235/152 577 10.3
Kwality 1 U1703 23.8 39 6131 164.3 6.9 0.10 1.7 17.7 1706 1572.0 27.9 1706Q 1572.0 7 27.9 -34 63.96 44 8.24 33.4 3504 147.30 169/112 4735 23.4
Marico Ltd. 1 1703 129.0 23 4851 842.7 6.5 3.50 0.0 28.8 1706 1372.8 198.0 1706Q 1372.8 -6 198.0 -16 59.72 0 33.11 62.2 40721 315.55 338/235 40761 50.5
Nestle India 10 1612 96.4 313 9224 926.5 96.1 63.00 0.0 30.7 1706 2402.2 263.4 1706H 4894.1 7 570.2 16 62.76 0 19.67 75.5 63583 6594.65 7062/5701 62736 63.1
*P&G Hygiene&Health 10 1606 32.5 466 2484 423.2 130.4 36.00 0.0 28.0 1706 502.9 78.0 - - -6 - - 70.63 0 13.38 28.6 26189 8067.95 8390/6415 25114 60.5
*Parag Milk Foods 10 1703 84.1 79 1701 10.0 1.2 0.50 0.4 1.5 1706 404.7 9.4 1706Q 404.7 7 9.4 -21 48.19 16 29.90 22.4 2017 239.80 354/203 2150 -
Prabhat Dairy 10 1703 97.7 57 1131 27.3 2.8 0.40 0.3 4.9 1706 316.1 2.2 1706Q 316.1 34 2.2 -62 48.94 54 7.30 17.5 1289 132.00 150/83 1323 58.7
Tasty Bite 10 U1703 2.6 323 252 22.8 88.7 2.00 0.6 27.4 1706 59.2 3.5 1706Q 59.2 1 3.5 -37 74.23 0 0.22 4.5 1428 5566.45 6137/2800 1458 69.0
Vadilal Indus. 10 U1703 7.2 117 469 16.3 22.7 1.25 1.5 11.3 1703 96.6 -7.0 - - 5 - - 65.15 0 0.18 12.9 612 851.10 1015/450 708 37.5
VST Industries 10 1703 15.4 346 948 167.2 108.3 75.00 0.0 31.1 1706 209.6 39.8 1706Q 209.6 -18 39.8 -4 32.15 0 24.30 13.5 4157 2692.25 3774/2037 4137 25.1
*Zydus Wellness Ltd. 10 1703 39.1 143 225 109.3 28.0 6.50 0.0 19.6 1706 60.5 25.4 1706Q 60.5 24 25.4 8 72.54 0 14.20 33.9 3408 872.35 930/778 3139 30.3
40 FERRO ALLOYS
IND. COMPOSITE 29 1342 198 9
Maithan Alloys Ltd. 10 1703 29.1 203 1342 197.7 67.9 2.50 0.1 33.4 1706 430.9 59.2 1706Q 430.9 69 59.2 224 70.68 0 0.50 9.4 1447 497.15 544/201 1390 6.1
41 FERTILISERS
IND. COMPOSITE 2882 59631 2148 18
*Chambal Fertilis 10 1703 416.2 61 7411 425.1 10.2 1.90 1.6 16.8 1706 1966.3 140.3 1706Q 1966.3 3 140.3 -0 57.92 5 19.84 147.9 5991 143.95 146/54 10039 14.1
Coromandel Internati 1 1703 29.2* 96 10021 476.8 16.3 5.00 0.8 16.9 1706 2232.3 76.3 1706Q 2232.3 11 76.3 874 61.90 0 13.24 60.7 12527 428.90 468/230 14615 23.0
*Deepak Fertilisers 10 U1703 88.2 200 4257 160.2 18.2 6.00 1.2 9.1 1706 637.6 12.6 1706Q 637.6 -39 12.6 -64 51.07 0 15.30 99.3 3480 394.50 404/165 5144 25.2
Fertilisers & Ch 10 U1703 647.1 -23 1877 -187.0 -2.9 - -1.4 - 1703 362.7 -7.5 - - 1 - - 89.99 0 8.56 15.8 2504 38.70 64/20 4257 -
*GSFC 2 1703 79.7 165 5265 419.5 10.5 2.20 0.1 6.4 1706 1137.6 40.5 1706Q 1137.6 5 40.5 -12 37.84 0 32.71 112.1 5567 139.70 148/71 6266 13.5
Gujarat Narmada Vall 10 U1703 155.4 205 4589 521.3 33.5 5.00 1.3 16.3 1706 975.3 66.5 1706Q 975.3 1 66.5 31 41.18 0 26.75 239.2 4360 280.55 323/146 7882 8.1
Mangalore Chem. 10 U1703 118.5 31 2502 19.4 1.6 0.50 3.9 4.4 1706 592.9 -3.2 1706Q 592.9 7 -3.2 62 74.99 53 1.37 55.2 773 65.25 81/39 2095 31.5
Nagarjuna Fertilizer 1 U1703 59.8 25 3376 -121.8 -2.0 - 1.0 - 1706 862.4 -4.7 1706Q 862.4 35 -4.7 87 57.13 77 2.32 454.5 877 14.67 20/9 2427 -
*National Fertilizers 10 U1703 490.6 37 7663 208.2 4.2 - 5.3 11.5 1706 1875.8 25.9 1706Q 1875.8 36 25.9 4412 89.71 0 6.42 42.9 3351 68.30 90/30 11815 14.3
Rashtriya Chemicals 10 U1703 551.7 55 7223 179.3 3.2 1.10 1.0 6.0 1706 1560.3 20.6 1706Q 1560.3 1 20.6 5 75.00 0 8.01 94.0 5390 97.70 106/41 8143 29.5
SPIC 10 1703 203.6 13 1529 27.4 1.3 - 1.9 10.5 1703 312.9 8.3 - - -14 - - 41.12 0 4.54 74.9 507 24.90 32/18 991 18.5
Zuari Agro Chemicals 10 U1703 42.1 192 3918 19.6 4.7 1.00 4.2 2.4 1706 703.8 0.3 1706Q 703.8 -28 0.3 101 66.07 0 10.71 33.9 1738 413.20 450/169 5070 29.0
42 FINANCE - BANKS -PRIVATE SECTOR
IND. COMPOSITE 9911 269983 40725 28
Axis Bank Ltd. 2 1703 479.4 233 44542 3679.3 15.3 5.00 1.9 6.6 1706 11052.5 1305.6 1706Q 11052.5 -1 1305.6 -16 28.66 0 56.53 418.7 121193 505.60 638/425 195366 35.3
City Union Bank 1 1703 66.1* 54 3174 502.8 7.6 0.30 0.1 14.1 1706 825.5 140.3 1706Q 825.5 7 140.3 14 0.00 0 49.44 89.9 10704 161.90XB 183/115 9751 20.6
*DCB Bank 10 1703 307.5 64 2076 199.7 6.5 0.50 0.7 9.0 1706 566.0 65.2 1706Q 566.0 20 65.2 39 15.02 0 43.02 185.5 5668 184.30 213/100 6085 26.0
Dhanlaxmi Bank 10 U1703 253.0 24 1089 12.4 0.5 - 0.5 2.1 1706 259.3 8.0 1706Q 259.3 -8 8.0 39 0.00 0 17.44 86.1 844 33.35 45/21 516 -
Federal Bank 2 1703 388.8* 46 8677 830.8 4.3 0.90 0.7 9.2 1706 2324.1 210.2 1706Q 2324.1 15 210.2 26 0.00 0 71.54 194.8 20733 106.65 122/62 22054 23.7
HDFC Bank 2 1703 514.8 348 69306 14549.6 56.5 11.00 0.8 16.3 1706 18668.7 3893.8 1706Q 18668.7 13 3893.8 20 21.10 0 45.25 465.2 454432 1765.55 1810/1159 490564 29.9
ICICI Bank 2 1703 1282.6* 151 54156 9801.1 15.3 2.50 1.5 9.8 1706 13459.1 2049.0 1706Q 13459.1 1 2049.0 -8 0.00 0 65.16 931.2 191038 297.90XB 315/217 306892 19.9
IDFC Bank 10 1703 3401.5 43 8533 1019.7 3.0 0.75 3.4 6.9 1706 2145.1 437.6 1706Q 2145.1 9 437.6 65 52.84 0 23.82 612.2 18742 55.10 83/53 65968 15.7
IndusInd Bank 10 1703 598.5 338 14406 2867.9 47.9 6.00 1.1 13.9 1706 4135.5 836.5 1706Q 4135.5 26 836.5 26 14.96 27 55.77 121.0 100069 1671.95 1683/1038 114774 32.9
Jammu & Kashmir Bank 1 1703 55.7* 102 6686 -1632.3 -29.3 - 0.2 - 1706 1680.3 30.2 1706Q 1680.3 0 30.2 32 56.45 0 26.22 76.7 4522 81.20 96/55 2207 -
*Karnataka Bank 10 1703 282.7* 182 5185 452.3 16.0 4.00 0.2 8.8 1706 1330.5 133.8 1706Q 1330.5 6 133.8 10 0.00 0 31.86 148.0 4286 151.60 181/100 2189 9.2
*Karur Vysya Bank 2 1703 121.9 83 5622 606.0 9.9 2.60 0.3 12.0 1706 1384.1 148.0 1706Q 1384.1 -0 148.0 1 2.07 7 43.23 98.6 8515 139.75 153/80 7420 14.0
Kotak Mahindra Bank 5 1703 951.8 145 17699 3411.5 17.9 0.60 0.8 12.3 1706 4655.8 912.7 1706Q 4655.8 6 912.7 23 30.07 0 48.41 163.9 185334 973.65 1031/692 198937 51.7
Lakshmi Vilas Ba 10 1703 191.8 103 2847 256.1 13.4 2.70 0.9 12.0 1706 770.0 66.1 1706Q 770.0 12 66.1 9 9.03 42 9.88 77.0 3393 176.90 210/125 3711 13.0
*RBL Bank 10 1703 376.7 115 3713 446.0 11.8 1.80 1.8 10.3 1706 1042.8 141.0 1706Q 1042.8 21 141.0 45 0.00 0 21.29 194.2 19205 509.80 600/274 24237 39.2
*South Indian Ban 1 1703 180.3 26 5847 392.5 2.2 0.40 0.4 8.1 1706 1490.7 101.5 1706Q 1490.7 3 101.5 7 0.00 0 51.11 299.6 5014 27.80 32/17 3893 12.6
*YES Bank Ltd. 10 1703 457.5 482 16425 3330.1 72.8 12.00 1.8 15.1 1706 4653.8 965.5 1706Q 4653.8 20 965.5 32 20.14 4 68.62 209.4 78714 1720.55 1860/1091 110369 22.1
43 FINANCE - BANKS -PUBLIC SECTOR
IND. COMPOSITE 20229 631679 474 20
*Allahabad Bank 10 1703 743.7 157 17660 -313.5 -4.2 - 1.3 - 1706 4147.9 28.8 1706Q 4147.9 -9 28.8 105 65.91 0 21.87 216.2 5087 68.40 93/57 11171 -
Andhra Bank 10 1703 681.2 167 18027 174.3 2.6 - 0.8 1.5 1706 4402.0 40.4 1706Q 4402.0 1 40.4 30 61.26 0 21.95 227.2 3562 52.30 76/46 3095 19.4
Bank of Baroda 2 1703 462.1* 174 42200 1383.1 6.0 1.20 0.8 3.4 1706 10552.7 203.4 1706Q 10552.7 1 203.4 -52 59.23 0 33.21 314.9 33005 142.85 202/136 40836 28.4
Bank of India 10 1703 1072.2 287 39291 -1558.3 -14.5 - 1.3 - 1706 9495.6 87.7 1706Q 9495.6 1 87.7 112 72.51 0 20.92 279.8 15445 144.05 197/100 27503 -
Bank of Maharash 10 1703 1168.3 53 12062 -1372.5 -11.7 - 1.3 - 1706 2744.9 -412.2 1706Q 2744.9 -13 -412.2 -4 81.61 0 13.36 171.5 3190 27.30 41/25 -3949 -
*Canara Bank 10 1703 597.3 474 41388 1121.9 18.8 1.00 1.4 3.3 1706 10195.6 251.6 1706Q 10195.6 -0 251.6 10 66.29 0 27.17 156.3 20368 341.00 415/253 39949 17.8
Central Bank 10 1703 1902.2 91 24661 -2439.1 -12.8 - 0.5 - 1706 6210.9 -576.8 1706Q 6210.9 1 -576.8 4 81.28 0 14.46 134.0 13943 73.30 125/71 -51861 -
Corporation Bank 2 1703 229.4 105 19471 561.2 4.9 - 0.5 4.4 1706 4420.9 60.1 1706Q 4420.9 -6 60.1 67 70.76 0 23.89 73.6 5374 46.85 65/36 -5655 9.2
Dena Bank 10 1703 787.1 88 10182 -863.6 -11.0 - 0.7 - 1706 2383.0 -132.7 1706Q 2383.0 -11 -132.7 53 68.55 0 17.83 223.1 2464 31.30 50/30 1514 -
IDBI Bank Ltd. 10 1703 2070.7 83 27791 -5158.1 -24.9 - 3.3 - 1706 6010.9 -853.0 1706Q 6010.9 -18 -853.0 -454 73.55 0 17.92 410.4 11368 54.90 87/50 54385 -
Indian Bank 10 1703 480.3 301 16040 1405.7 29.3 6.00 0.9 8.2 1706 4136.0 372.4 1706Q 4136.0 2 372.4 21 82.10 0 15.14 63.7 14190 295.45 365/190 21238 9.6
*Indian Overseas 10 1703 2454.7 47 19719 -3416.7 -13.9 - 1.4 - 1706 4187.2 -499.1 1706Q 4187.2 -20 -499.1 66 79.56 0 12.97 260.7 5670 23.10 32/21 10268 -
Oriental Bank of 10 1703 346.2 366 18422 -1094.1 -31.6 - 1.2 - 1706 4437.7 -486.2 1706Q 4437.7 -7 -486.2 -583 58.37 0 31.53 128.3 4312 124.55 191/102 8091 -
*Punj. & Sind Ban 10 1703 400.4 153 8173 201.1 5.0 - 0.5 3.3 1706 1939.9 25.4 1706Q 1939.9 -10 25.4 -52 79.62 0 12.56 129.1 1962 49.00 72/46 556 11.3
Punj. NationlBak 2 1703 425.6 179 47276 1324.8 6.2 - 1.1 3.2 1706 12136.4 343.4 1706Q 12136.4 5 343.4 12 65.01 0 29.60 368.1 30643 144.00 186/112 46196 22.5

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 33


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
*SBI 1 1703 863.2 182 175518 10484.1 12.1 2.60 2.0 5.6 1706 54905.4 2005.5 1706Q 54905.4 32 2005.5 -20 57.07 0 32.23 1596.5 242086 280.45 315/231 431782 24.3
Syndicate Bank 10 1703 904.5 139 23004 358.9 4.0 - 1.4 2.5 1706 5484.1 -263.2 1706Q 5484.1 -6 -263.2 -433 72.91 0 16.47 256.5 5893 65.15 95/59 10260 -
UCO Bank 10 1703 1559.7 59 16326 -1850.7 -11.9 - 1.0 - 1706 3766.6 -663.0 1706Q 3766.6 -10 -663.0 -50 76.66 0 16.15 309.4 4788 30.70 45/29 5533 -
*Union Bank of In 10 1703 687.4 341 32660 555.2 8.1 - 1.8 2.4 1706 8153.0 116.6 1706Q 8153.0 4 116.6 -30 63.43 0 25.98 234.8 9360 136.15 205/116 34065 18.5
*United Bank of I 10 1703 1394.4 46 9428 219.5 1.6 - 0.4 3.0 1706 2073.3 -211.5 1706Q 2073.3 -15 -211.5 -652 85.22 0 9.60 87.2 2552 18.30 29/18 -1531 -
Vijaya Bank 10 1703 998.8 73 12379 750.5 7.5 1.50 1.5 9.2 1706 3005.0 254.7 1706Q 3005.0 -2 254.7 58 70.33 0 18.29 245.3 6917 69.25 97/38 12208 8.2
44 FINANCE - HOUSING
IND. COMPOSITE 1116 64743 13656 28
Can Fin Homes 10 1703 26.6* 404 1352 235.3 88.3 10.00 10.4 21.9 1706 368.8 71.2 1706Q 368.8 19 71.2 43 30.65 0 1.77 49.8 7399 2778.40 3333/1252 18613 28.8
Dewan Housing 10 1703 313.6 255 8852 2896.4 92.4 1.00 8.9 36.2 1706 2406.6 260.5 1706Q 2406.6 23 260.5 29 39.24 0 31.94 113.3 14843 473.40 479/214 82436 5.0
GIC Housing Fi 10 1703 53.9 156 1000 147.7 27.4 5.00 8.8 17.6 1706 275.8 40.4 1706Q 275.8 17 40.4 25 42.15 0 16.35 44.1 2697 500.90 623/251 10014 17.3
*GRUH Finance Li 2 1703 73.0 30 1487 296.6 8.1 2.80 9.4 26.6 1706 398.1 72.2 1706Q 398.1 14 72.2 20 58.35 0 19.68 43.4 18682 511.65 516/270 29158 60.5
HDFC 2 1703 318.6 249 33113 7442.6 46.7 18.00 4.9 18.8 1706 8130.9 1555.7 1706Q 8130.9 -3 1555.7 -17 0.00 0 88.91 214.0 279697 1755.90 1799/1185 465571 39.2
LIC Housing Fi 2 U1703 100.9 219 13987 1931.1 38.3 6.20 10.5 17.4 1706 3633.2 470.1 1706Q 3633.2 8 470.1 15 40.31 0 47.10 171.7 33227 658.40 794/470 125399 16.7
*PNB Housing Finance 10 1703 166.6 335 3908 523.7 31.4 6.00 5.7 9.4 1706 1192.2 184.8 1706Q 1192.2 38 184.8 93 38.85 0 19.00 99.4 25813 1549.50 1697/789 57692 42.1
Repco Home Finance L 10 U1703 62.6 182 1044 182.3 29.1 2.00 5.8 16.0 1706 265.7 45.2 1706Q 265.7 8 45.2 14 37.13 0 48.93 21.1 4059 648.80 923/500 9561 21.6
45 FINANCE - OTHERS
IND. COMPOSITE 19461 141930 25833 29
Aditya Birla Money L 1 1703 12.8 3 118 6.1 0.5 - 1.3 15.1 1706 32.9 1.7 1706Q 32.9 29 1.7 208 32.41 0 0.00 14.1 1196 93.35 164/23 1157 -
Alankit 1 U1703 14.3* 2 85 13.3 0.9 0.20 0.0 39.7 1706 28.0 4.5 1706Q 28.0 113 4.5 140 24.34 0 0.02 7.3 514 35.95XB 43/17 508 32.3
*Au Small Finance Ban 10 1703 284.3 70 1417 842.7 29.6 - 3.0 42.1 1706 361.0 61.8 1706Q 361.0 23 61.8 -90 32.86 0 13.83 450.7 15115 531.75 724/496 20421 -
*Bajaj Finance L 2 1703 110.0 175 9977 1836.6 33.4 3.60 5.1 19.1 1706 3150.5 602.0 1706Q 3150.5 38 602.0 42 57.93 0 24.50 98.7 96871 1761.65XB 1830/762 145765 48.1
*Bajaj Finserv Ltd. 5 1703 79.6 174 154 70.0 4.4 1.75 0.0 2.5 1706 27.4 3.9 1706Q 27.4 -33 3.9 -77 58.34 0 14.66 73.0 87583 5503.80 5524/2516 87581 1529.7
*Bajaj Holdings & Inv 10 1703 111.3 659 880 538.2 48.4 32.50 0.0 7.3 1706 152.4 111.0 1706Q 152.4 30 111.0 29 43.74 0 21.44 45.6 30580 2747.65 2760/1745 30574 54.3
*Balmer Lawrie Invest 10 U1703 22.2 58 35 38.8 17.5 17.00 0.0 29.9 1706 0.0 1.1 1706Q 0.0 11 1.1 31 59.67 0 6.60 12.9 913 411.40 429/302 828 23.4
Bengal & Assam Compa 10 1703 8.7 433 43 23.0 26.5 10.00 0.4 6.1 1706 2.6 -0.6 1706Q 2.6 -55 -0.6 -205 73.96 0 3.30 31.2 1503 1730.40 1940/861 1652 68.5
*BF Investment Ltd. 5 1703 18.8 192 2 17.8 4.7 - 0.0 2.5 1706 0.4 0.6 1706Q 0.4 -51 0.6 -1 72.70 0 2.05 22.9 596 158.30 205/117 580 33.4
Bharat Financial Inc 10 1703 138.0 177 1553 289.7 21.0 - 1.4 11.8 1706 411.2 -37.1 1706Q 411.2 11 -37.1 -116 1.65 0 82.50 66.2 12151 880.35 931/465 12677 727.0
BSE 2 U1703 10.7* 420 521 198.6 37.0 28.00 0.0 8.8 1706 157.2 384.4 1706Q 157.2 - 384.4 - - 0 0.00 - 5358 998.10 1200/887 4628 -
*Capital First 10 1703 97.7 229 2701 216.9 22.2 2.60 5.0 9.7 1706 783.7 60.3 1706Q 783.7 30 60.3 33 36.00 0 36.58 124.5 6961 712.30 815/465 16551 30.0
*Capital Trust Lt 10 1703 16.4 134 114 36.9 22.5 1.50 1.0 16.8 1706 34.2 -10.0 1706Q 34.2 45 -10.0 -210 65.64 0 0.10 7.3 738 450.90 655/323 923 41.5
Capri Global Capital 2 1703 35.1* 65 231 57.8 3.3 0.30 0.5 5.0 1706 69.5 13.5 1706Q 69.5 43 13.5 -15 73.91 0 9.05 4.1 1265 72.20 81/36 1835 22.9
*Centrum Capital 1 1703 41.6 7 27 37.5 0.9 0.05 0.6 12.5 1703 5.5 30.4 - - 297 - - 37.08 62 1.06 11.8 3022 72.65 73/20 3140 -
Cholamandalam Invest 10 1703 156.3 276 4660 718.7 46.0 3.50 5.6 16.7 1706 1234.8 206.6 1706Q 1234.8 11 206.6 25 53.07 0 36.53 40.6 17904 1145.55 1244/805 41624 23.6
Edelweiss Fin. Ser 1 1703 85.1 20 450 129.0 1.5 1.00 0.4 7.5 1706 105.3 29.5 1706Q 105.3 13 29.5 156 36.92 36 30.71 112.9 20131 236.45 261/82 20836 137.0
Emkay Global Financi 10 1703 24.5 48 94 4.6 1.9 1.00 0.2 3.9 1706 29.7 4.5 1706Q 29.7 56 4.5 539 73.19 0 0.00 7.2 546 223.20 234/51 475 64.8
Equitas Holdings Ltd 10 1703 338.2 50 12 4.7 0.1 - 0.0 0.3 1706 3.3 1.1 1706Q 3.3 48 1.1 292 0.00 0 53.25 128.2 5326 157.45 190/139 5281 -
*Florence Investech 10 1703 3.3 489 15 13.4 40.4 30.00 0.0 8.3 1706 0.7 0.4 1706Q 0.7 257 0.4 385 74.98 0 0.00 7.2 487 1464.00 1830/513 487 35.4
*Fortune Financia 10 1703 51.0 82 12 0.7 0.1 - 0.5 0.2 1703 10.6 -3.9 - - 534 - - 73.84 0 4.87 2.8 1483 290.60 410/240 1679 -
*Geojit Financial 1 1703 23.6 17 244 38.3 1.6 1.25 0.0 9.7 1706 69.0 18.7 1706Q 69.0 25 18.7 100 62.57 0 5.48 33.1 2408 102.00 114/34 2228 50.5
HUDCO 10 U1703 2001.9 47 3510 841.8 4.2 0.05 2.7 9.0 1706 899.1 210.8 1706Q 899.1 -58 210.8 -52 89.80 0 3.73 256.0 15945 79.65 102/66 38087 -
ICICI Pru Life 10 1703 1435.4 45 1796 1682.2 11.7 3.85 0.3 26.3 1706 437.2 405.9 1706Q 437.2 -2 405.9 0 80.71 0 9.69 374.6 60694 422.85 508/274 62267 36.1
IDFC L 10 1703 1596.0 60 159 55.8 0.3 - 0.0 0.6 1706 15.8 1.8 1706Q 15.8 -6 1.8 -66 0.00 0 59.69 454.9 8738 54.75 71/50 8536 -
*IFCI Ltd. 10 U1703 1662.0 34 2740 -458.5 -2.8 - 3.8 - 1706 459.7 -276.9 1706Q 459.7 -44 -276.9 -151 55.53 0 23.11 617.6 3922 23.60 33/21 26478 -
IIFL Holdings 2 1703 63.6* 47 192 156.8 4.9 4.50 0.0 10.4 1706 34.4 19.6 1706Q 34.4 648 19.6 2401 29.04 0 24.24 31.2 18990 597.25 629/229 18981 108.1
*IL&FS Investment Man 2 1703 62.8 5 62 24.0 0.8 0.60 0.0 16.2 1706 9.4 1.1 1706Q 9.4 -40 1.1 -84 50.41 100 0.78 40.2 484 15.40 18/13 472 -
Indiabulls Housing F 2 U1703 84.9 315 10032 2842.4 67.0 36.00 4.6 21.3 1706 2789.3 734.1 1706Q 2789.3 21 734.1 17 23.61 12 66.93 66.3 51335 1209.75 1235/616 97422 17.4
Indiabulls Ventures 2 U1703 88.5 6 84 47.1 1.1 1.00 2.9 16.9 1706 27.3 16.1 1706Q 27.3 54 16.1 -23 34.52 0 13.47 81.6 8947 202.25 215/19 8757 -
JM Financial Ltd. 1 1703 79.7 22 47 106.7 1.3 1.50 0.1 6.2 1706 12.7 91.4 1706Q 12.7 -36 91.4 1103 65.15 0 17.09 39.5 10071 126.40 131/53 10266 52.9
JSW Holdings 10 1703 11.1 761 63 47.4 42.7 - 0.0 5.6 1706 50.9 40.5 1706Q 50.9 468 40.5 564 61.41 0 22.63 21.9 1938 1746.40 1974/1150 1938 23.7
Kalyani Investment 10 1703 4.4 806 0 12.0 27.5 - 0.0 3.4 1706 0.0 -0.4 1706Q 0.0 27 -0.4 -139 70.09 0 2.01 18.9 753 1724.50 2097/1060 753 71.1
Kama Holdings Ltd. 10 U1703 6.5 797 36 35.5 55.0 15.00 0.0 6.9 1706 0.0 -0.2 1706Q 0.0 20 -0.2 -6 74.99 0 0.02 6.1 1799 2788.45 3501/2222 1799 50.7
L&T Finance Holdings 10 1703 1821.2 22 278 248.7 1.4 0.80 0.5 6.1 1706 15.8 8.2 1706Q 15.8 21 8.2 181 64.22 0 15.00 373.7 31808 174.65 179/81 32779 125.3
*M&M Fin.Services 2 1703 113.8 114 6174 400.2 7.0 2.40 4.2 6.2 1706 1592.4 47.4 1706Q 1592.4 17 47.4 -46 51.85 0 40.92 56.7 23234 408.50 435/244 49974 64.4
Magma Fincorp Ltd. 2 1703 47.4 86 1973 6.1 0.3 0.80 3.6 0.3 1706 470.0 39.1 1706Q 470.0 -8 39.1 -3 27.74 0 49.85 18.7 4084 172.35 185/87 11072 -
*Manappuram Finance 2 1703 168.4 39 3007 726.0 8.6 1.50 2.5 21.9 1706 718.6 187.8 1706Q 718.6 7 187.8 26 34.44 3 38.10 118.6 8062 95.75 110/58 15859 10.5
Max Financial Servic 2 U1703 53.5 68 255 154.0 5.8 - 0.0 8.4 1706 91.7 66.6 1706Q 91.7 -30 66.6 -38 30.41 72 55.83 67.0 16065 601.00 683/482 16062 141.6
Max India 2 U1703 53.5 61 52 -2.6 -0.1 - 0.0 - 1706 15.8 1.4 1706Q 15.8 4 1.4 328 41.13 65 46.25 38.3 3769 141.00 167/123 3768 -
MCX 10 1703 51.0 266 259 126.3 24.8 6.50 0.0 9.3 1706 59.2 26.3 1706Q 59.2 -6 26.3 -20 0.00 0 61.30 144.2 5212 1021.90 1420/925 4823 43.5
Motilal Oswal Financ 1 1703 14.5 46 141 86.3 6.0 2.50 0.5 12.9 1706 22.4 4.9 1706Q 22.4 -39 4.9 -72 70.75 0 14.21 20.2 16997 1174.80 1329/439 17348 231.7
Muthoot Capital 10 1703 13.7* 130 284 30.1 21.9 - 4.9 16.9 1706 79.7 6.1 1706Q 79.7 24 6.1 36 74.92 0 0.39 8.5 722 526.15XB 575/155 1578 22.8
Muthoot Finance 10 U1703 399.5 170 5729 1179.8 29.5 6.00 2.4 17.4 1706 1392.3 351.1 1706Q 1392.3 7 351.1 30 73.70 0 22.42 40.5 17723 443.60 489/261 30684 14.1
Nalwa Sons Investmen 10 U1703 5.1 731 15 12.0 23.4 - 0.0 3.2 1706 11.5 9.5 1706Q 11.5 433 9.5 677 55.61 0 5.00 21.6 611 1189.80 1260/644 609 30.1
Network 18 Media & I 5 U1703 523.5 24 67 -118.7 -1.1 - 0.2 - 1706 14.9 -29.4 1706Q 14.9 -4 -29.4 -99 74.99 0 5.82 69.9 5214 49.80 59/31 5854 -
*Oswal Green Tech 10 U1703 256.8 86 23 46.7 1.8 - 0.0 2.1 1706 4.9 12.0 1706Q 4.9 -79 12.0 -77 64.32 0 10.60 205.0 602 23.45 37/22 367 13.6
*Pilani Investmen 10 1703 7.9 1168 53 45.9 58.1 25.00 0.0 5.0 1706 1.2 0.2 1706Q 1.2 -83 0.2 -96 57.54 0 0.25 6.2 1830 2313.65 2538/1335 1826 44.6
*PNB Gilts Ltd. 10 1703 180.0 50 500 167.2 9.3 2.50 3.9 18.6 1706 122.9 25.1 1706Q 122.9 25 25.1 30 74.06 0 2.65 43.3 962 53.45 65/25 4475 5.6
*Power Finance Co 10 U1703 2640.1* 135 26716 2126.4 8.1 5.00 5.6 5.9 1706 6880.4 1428.6 1706Q 6880.4 -3 1428.6 -17 66.34 0 28.23 242.4 31971 121.10XB 169/103 232377 17.4
PTC India Financial 10 U1703 642.3 34 1351 345.3 5.4 1.50 3.6 15.9 1706 300.1 79.2 1706Q 300.1 11 79.2 17 64.99 0 10.48 116.1 2354 36.65 51/34 8580 6.6
Rane Holdings Ltd. 10 1703 14.3 243 71 49.9 34.9 8.50 0.0 14.4 1703 14.9 31.7 - - -2 - - 46.38 0 16.29 8.9 2248 1574.30 1950/641 2252 45.1
Reliance Capital 10 U1703 252.7* 542 1954 419.0 16.6 10.50 1.3 3.0 1706 772.0 190.0 1706Q 772.0 -22 190.0 -11 52.00 39 30.15 934.9 19586 775.20 818/408 35343 33.5
*Religare Enterprises 10 U1703 178.5 132 35 -159.2 -8.9 - 0.3 - 1706 2.6 -47.4 1706Q 2.6 -82 -47.4 -83 50.89 88 19.38 24.3 1034 57.95 292/57 1716 -
Rural Electrific 10 U1703 1974.9* 145 23351 6245.8 31.6 9.65 5.1 21.8 1706 5571.6 1301.1 1706Q 5571.6 -6 1301.1 -8 58.86 0 32.13 290.6 31678 160.40XB 224/112 175088 5.2
Satin Creditcare 10 1703 39.8 161 757 24.5 6.2 - 3.5 3.8 1706 212.5 -78.0 1706Q 212.5 9 -78.0 -417 32.87 23 22.02 16.5 1115 280.40 635/244 2195 -
SE Investments 10 U1703 40.6 138 250 51.3 12.6 1.00 1.0 9.1 1706 63.9 17.0 1706Q 63.9 14 17.0 1 26.03 0 18.99 2.1 710 174.95 308/141 1193 13.8
*Shriram City Uni 10 1703 65.9 763 4432 556.1 84.3 15.00 2.7 11.1 1706 1217.5 193.9 1706Q 1217.5 16 193.9 7 33.76 0 28.04 14.2 14456 2192.10 2650/1648 27446 25.4

34 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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 Trans.Fi 10 1703 226.9 498 10829 1257.3 55.4 4.00 3.4 11.1 1706 2898.4 448.7 1706Q 2898.4 8 448.7 20 26.08 0 52.46 57.2 22110 974.50 1280/778 56352 16.6
*SREI Infrastructure 10 1703 503.1 57 2292 96.1 1.9 0.50 4.1 3.4 1706 428.9 28.6 1706Q 428.9 -43 28.6 10 60.79 0 24.98 47.9 6047 120.20 138/63 17166 61.4
Summit Securities 10 U1703 10.9 411 5 5.6 5.2 - 0.0 1.3 1706 0.0 -0.2 1706Q 0.0 -73 -0.2 -50 73.99 0 4.07 58.9 624 572.30 800/346 615 113.3
*Sundaram Finance 10 1703 111.1* 337 2357 495.4 44.6 11.50 2.6 13.2 1706 609.7 117.3 1706Q 609.7 9 117.3 30 35.95 0 17.19 24.0 18084 1627.40 1800/1089 27183 34.6
Tata Investment 10 1703 55.1 444 271 202.4 36.7 18.00 0.0 8.3 1706 60.0 45.3 1706Q 60.0 28 45.3 34 73.01 0 4.37 27.5 4690 851.25 924/503 4678 21.9
Tourism Finance 10 U1703 80.7 72 208 70.4 8.7 2.00 1.9 12.0 1706 56.1 22.0 1706Q 56.1 4 22.0 9 39.06 0 6.36 65.7 808 100.15 117/43 1800 11.2
*Ujjivan Financial 10 1703 119.6 147 0 207.6 17.4 0.80 0.0 11.8 1706 0.0 0.7 1706Q 0.0 45 0.7 -99 0.00 0 54.25 87.7 3762 314.45 484/285 3635 27.5
*Vardhman Holdings 10 U1703 3.2 1441 187 181.7 569.2 5.00 0.0 39.5 1706 3.9 2.6 1706Q 3.9 -56 2.6 -61 74.89 0 4.13 7.9 949 2972.00 3900/1315 948 5.3
Weizmann Forex 10 1703 11.6 103 5988 23.0 19.9 3.00 0.5 19.3 1703 1408.1 10.6 - - 25 - - 74.77 0 0.00 8.5 873 755.10 909/154 896 38.0
46 GLASS
IND. COMPOSITE 95 5311 232 39
Asahi India Glass 1 1703 24.3 21 2336 130.7 5.4 1.00 2.1 26.1 1706 593.0 41.5 1706Q 593.0 4 41.5 54 54.29 7 2.52 49.0 8118 333.95 336/163 9150 55.9
*Borosil Glass 10 1703 2.3 3341 267 126.7 548.5 25.00 0.0 16.4 1706 50.1 5.3 1706Q 50.1 -4 5.3 -46 74.28 0 2.55 10.1 2045 8853.00 10188/4200 2041 16.7
*Empire Inds. 10 1703 6.0 304 402 32.6 54.4 25.00 0.7 17.9 1706 102.9 8.9 1706Q 102.9 16 8.9 34 72.55 0 14.75 5.1 1277 2127.60 2299/1518 1308 36.6
*Guj. Borosil Ltd 5 1703 34.1 9 183 14.3 2.1 - 1.7 23.1 1706 40.6 0.6 1706Q 40.6 -6 0.6 -81 74.95 0 0.07 49.2 573 84.00 120/67 586 48.9
*Hind. NationalGl 2 1703 17.5 45 1861 -127.1 -14.6 - 6.1 - 1706 458.6 -66.9 1706Q 458.6 -9 -66.9 -218 69.98 100 7.26 4.1 741 84.85 155/75 3152 -
La Opala RG Ltd. 2 1703 11.1 49 263 55.0 9.9 2.00 0.0 20.1 1703 76.1 13.5 - - -4 - - 65.02 0 21.81 9.3 2598 468.05 578/438 2596 47.3
47 GRANITES/MARBLES
IND. COMPOSITE 6 157 12 25
Pokarna Ltd. 10 U1703 6.2 206 157 11.8 19.0 3.00 0.6 9.2 1703 41.6 3.5 - - -20 - - 56.66 0 3.89 8.2 773 1246.90 1615/710 836 65.7
48 HORTICULTURE ANDFLORICULTURE
IND. COMPOSITE 66 3489 253 38
*Advanced Enzyme Tech 2 1703 22.3 23 174 33.5 3.0 0.40 0.1 13.1 1703 53.6 12.5 - - 79 - - 71.31 26 7.35 46.0 3231 289.45 475/254 3264 96.4
Kaveri Seed Company 2 U1703 13.8 144 670 78.5 11.4 3.00 0.0 7.9 1706 590.6 202.4 1706Q 590.6 20 202.4 31 54.42 0 28.05 27.0 3738 541.25 708/325 3732 29.6
*Nath Bio-Genes 10 1703 16.0 86 170 16.3 10.2 - 0.5 11.8 1706 101.5 20.2 1706Q 101.5 20 20.2 22 48.32 82 0.41 25.8 629 393.25 436/96 692 31.5
*Venky’s (India) Ltd. 10 U1703 14.1 365 2476 124.8 88.6 6.00 1.8 24.2 1706 663.5 52.0 1706Q 663.5 3 52.0 27 56.10 0 2.36 22.3 2854 2026.20 2487/397 3345 21.0
49 HOSPITALS AND MEDICALSERVICES
IND. COMPOSITE 1118 11745 637 50
Apollo Hospitals 5 U1703 69.6 267 6442 285.1 20.5 6.00 0.6 7.7 1706 1684.5 35.2 1706Q 1684.5 15 35.2 -51 34.35 68 55.75 40.7 15062 1082.60 1415/1049 16908 60.7
*Dr. Lal Pathlabs Ltd 10 1703 83.3 75 882 147.2 17.7 3.00 0.0 23.5 1706 241.8 43.1 1706Q 241.8 12 43.1 15 57.91 0 17.70 44.1 6707 804.90 1279/763 6473 43.9
Fortis Healthcare 10 U1703 518.5 69 645 -74.7 -1.4 - 0.3 - 1706 168.4 -1.0 1706Q 168.4 1 -1.0 85 42.96 83 38.61 120.9 7871 151.80 231/126 8906 -
Healthcare Global En 10 1703 85.7 64 539 23.5 2.7 - 0.3 4.3 1706 133.8 3.8 1706Q 133.8 0 3.8 -33 24.38 0 47.86 13.3 2316 270.25 289/207 2383 107.1
Indraprastha Med 10 U1703 91.7 25 766 26.2 2.9 1.80 0.2 11.4 1706 184.2 4.8 1706Q 184.2 -5 4.8 -43 50.99 0 0.41 47.5 488 53.20 64/45 529 20.9
*Kovai Medical 10 1703 10.9 215 526 59.8 54.6 2.50 0.4 25.4 1706 137.4 15.9 1706Q 137.4 7 15.9 10 49.78 0 0.43 7.7 1304 1191.65 1480/753 1326 21.3
Narayana Hrudayalaya 10 1703 204.4 52 1646 95.1 4.7 - 0.1 9.0 1706 441.1 19.4 1706Q 441.1 10 19.4 -14 63.85 0 29.57 33.8 6221 304.40 375/282 6293 67.7
*Thyrocare Tech. 10 1703 53.7 78 300 74.8 13.9 10.00 0.0 17.8 1706 82.1 23.2 1706Q 82.1 19 23.2 34 63.96 0 18.06 24.9 3779 703.40 780/549 3768 46.8
50 HOTELS AND RESORTS
IND. COMPOSITE 751 7454 372 54
EIH Associated 10 U1703 30.5 93 263 42.8 14.0 4.50 0.1 15.1 1706 52.0 4.0 1706Q 52.0 11 4.0 92 74.99 0 14.25 5.8 969 317.90 449/260 990 21.7
*EIH Ltd. 2 1703 114.3 45 1276 96.5 1.7 0.90 0.1 3.5 1706 284.1 11.5 1706Q 284.1 3 11.5 194 35.24 0 18.27 65.3 7502 131.25 148/86 7760 62.4
*Hotel Leela Ven. 2 1703 126.1* -3 700 -102.5 -1.6 - -15.9 - 1703 198.3 13.4 - - 7 - - 63.88 94 5.19 92.5 1286 20.40 27/15 5193 -
India Tourism De 10 U1703 85.8 40 473 12.0 1.4 1.33 0.0 3.5 1706 87.5 18.8 1706Q 87.5 -17 18.8 108 87.02 0 3.70 5.8 4230 493.15 746/168 3951 194.2
Indian Hotels Co 1 1703 98.9 26 2391 141.9 1.4 0.35 0.6 5.4 1706 523.9 6.9 1706Q 523.9 10 6.9 176 38.65 0 40.84 129.7 10966 110.85 146/89 12446 69.5
Mac Charles 10 U1703 13.1 219 81 29.6 22.6 10.00 0.0 10.3 1703 21.9 7.7 - - 7 - - 80.99 0 0.02 11.9 576 440.00 679/400 572 19.5
Mahindra Holidays 10 1703 133.3* 51 1089 130.7 9.8 5.00 0.0 19.4 1706 270.2 32.3 1706Q 270.2 8 32.3 7 67.45 0 21.36 23.3 4703 352.95XB 469/257 4535 35.4
Oriental Hotels 1 1703 17.9 13 333 1.5 0.1 0.20 1.3 0.6 1706 78.3 -5.3 1706Q 78.3 12 -5.3 31 62.09 1 10.88 18.3 601 33.65 49/20 891 -
Speciality Restauran 10 1703 47.0 61 312 -22.7 -4.8 - 0.0 - 1703 70.8 -9.7 - - -1 - - 51.19 0 10.39 12.7 533 113.60 128/60 530 -
Taj GVK Hotels & Res 2 1703 12.5 58 264 10.4 1.7 0.40 0.6 2.9 1706 59.4 2.0 1706Q 59.4 2 2.0 -20 74.98 0 9.59 28.4 978 155.95 184/93 1201 99.1
*The Byke Hospitality 10 U1703 40.1 38 270 31.7 7.9 1.00 0.1 20.7 1706 37.1 6.6 1706Q 37.1 -40 6.6 3 45.29 0 25.89 11.0 742 185.15 221/153 748 23.3
Westlife Development 2 U1703 31.1 31 0 -0.3 -0.0 - 0.0 - 1706 0.0 1.5 1706Q 0.0 -47 1.5 2121 62.17 0 22.01 4.6 4114 264.45 283/152 4114 -
51 INFRASTRUCTURE -GENERAL
IND. COMPOSITE 2923 8342 -883 26
Atlanta Ltd. 2 1703 16.3 56 224 82.4 10.1 0.30 0.4 18.0 1703 76.4 21.6 - - 180 - - 70.85 71 2.59 21.1 728 89.35 121/53 907 8.8
Bharti Infratel Ltd. 10 1703 1849.6 88 6085 2705.0 14.6 16.00 0.0 16.6 1706 1593.4 1398.3 1706Q 1593.4 10 1398.3 -5 61.65 0 36.28 32.1 70951 383.60 439/283 68980 27.0
*GMR Infrastructure L 1 U1703 603.6 10 1180 -3684.1 -6.1 - 0.6 - 1706 319.9 -264.0 1706Q 319.9 -11 -264.0 -115 61.65 72 26.70 408.0 10412 17.25 22/10 15516 -
Kridhan Infra 2 U1703 14.8 12 72 1.0 0.1 - 0.2 1.1 1703 7.7 0.2 - - 101 - - 64.45 0 0.53 8.0 633 85.40 95/48 646 -
*MEP Infrastructure 10 1703 162.6 37 781 17.7 1.1 0.25 0.6 2.9 1706 187.7 3.2 1706Q 187.7 0 3.2 7 69.56 36 14.07 7.6 1867 114.85 148/34 2171 110.1
*RattanIndia Infra 2 U1703 276.5 5 0 -5.1 -0.0 - 0.0 - 1706 0.0 -0.5 1706Q 0.0 - -0.5 67 63.91 0 5.53 79.3 789 5.71 6/3 787 -
52 IRON AND STEEL
IND. COMPOSITE 9687 231058 -1624 18
APL Apollo Tubes 10 U1703 23.6 164 2879 39.3 16.7 12.00 1.2 10.2 1703 828.4 16.5 - - -2 - - 37.47 0 15.21 9.0 3436 1456.70 1738/814 3861 87.4
Balasore Alloys 5 U1703 44.4 57 1012 89.5 10.1 0.75 0.3 9.2 1703 358.5 46.0 - - 3 - - 61.35 35 2.59 126.9 481 54.10 77/21 598 5.4
Bhushan Steel Ltd. 2 U1703 45.3 63 13706 -3127.2 -138.1 - 9.4 - 1703 4227.8 -756.8 - - 9 - - 57.81 71 4.28 43.8 1588 70.10 103/38 43780 -
*Electrosteel Steels 10 U1703 2409.2 -3 2541 -1463.5 -6.1 - 11.5 - 1706 706.9 -242.2 1706Q 706.9 -12 -242.2 11 45.23 80 29.59 53.1 978 4.06 7/3 9734 -
*Jai Corp Ltd. 1 U1703 17.8 111 655 -14.5 -0.8 0.50 0.0 - 1706 139.6 1.7 1706Q 139.6 -28 1.7 -71 73.00 0 6.83 73.3 1388 77.80 92/52 1380 -
Jindal Saw 2 U1703 64.0 176 5696 307.7 9.6 1.00 0.9 5.5 1706 1402.3 64.0 1706Q 1402.3 9 64.0 -3 53.58 4 21.05 46.9 2939 91.90 108/45 7441 9.6
Jindal St & Pwr 1 U1703 91.5 114 13848 -986.5 -10.8 - 2.1 - 1706 3373.7 -177.7 1706Q 3373.7 8 -177.7 36 61.89 39 18.90 180.7 12371 135.20 159/63 35954 -
Jindal Stainless 2 U1703 92.0 -11 8311 58.3 1.3 - -15.9 - 1706 2015.2 41.5 1706Q 2015.2 -5 41.5 164 65.12 91 25.46 46.4 4343 94.40 97/22 13650 24.4
Jindal Stainless (Hi 2 U1703 47.2 35 6890 218.0 9.2 - 3.0 26.2 1706 2218.4 74.4 1706Q 2218.4 48 74.4 50 57.66 88 24.17 43.1 4338 183.85 189/73 6176 17.9
*JSW Steel 1 1703 241.7 99 52290 3576.5 14.8 0.90 1.4 14.9 1706 13837.0 419.0 1706Q 13837.0 27 419.0 -61 41.62 45 37.08 706.1 59452 245.95 248/151 91121 20.4
*Kalyani Steel 5 1703 21.8 171 1422 155.9 35.7 - 0.3 20.9 1706 335.7 27.4 1706Q 335.7 -3 27.4 -41 60.60 0 5.66 44.6 1828 418.75 469/246 1996 13.4
*Kirloskar Ferrou 5 1703 68.7 42 1134 90.6 6.6 1.75 0.2 15.5 1706 377.2 1.2 1706Q 377.2 26 1.2 -97 59.56 0 2.53 61.8 1081 78.75 112/65 1166 20.0
Maha. Seamless 5 U1703 33.5 363 1428 145.5 21.7 5.00 0.0 5.0 1706 450.3 37.3 1706Q 450.3 56 37.3 56 59.79 0 13.40 22.5 2795 417.15 434/204 2794 17.6
Man Industries I 5 U1703 28.6 104 1060 32.6 5.7 1.50 0.5 5.5 1706 318.1 10.1 1706Q 318.1 4 10.1 8 46.01 58 7.59 27.0 506 88.55 99/42 603 15.1
Monnet Ispat & Energ 10 U1703 200.8 -54 1238 -1733.9 -86.4 - 11.0 - 1706 311.2 -400.1 1706Q 311.2 -18 -400.1 -12 25.26 10 53.37 25.1 634 31.60 45/19 7331 -

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 35


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
MSP Steel & Power Lt 10 U1703 337.9* 20 843 -93.6 -2.8 - 2.2 - 1706 237.1 -26.7 1706Q 237.1 8 -26.7 -42 71.89 100 0.28 10.6 536 15.85 23/10 1597 -
Mukand Ltd. 10 1703 141.4 30 2697 -41.8 -3.0 - 6.2 - 1706 816.9 -13.0 1706Q 816.9 21 -13.0 -227 71.68 18 5.27 41.9 1213 85.75 94/46 3734 -
Pennar Industrie 5 U1703 60.2 30 988 30.1 2.5 - 0.5 7.8 1706 299.4 6.5 1706Q 299.4 41 6.5 50 36.35 7 19.78 46.1 742 61.65 63/40 868 23.0
Ratnamani Metals 2 U1703 9.3 253 1412 144.3 30.9 5.50 0.0 12.2 1706 294.5 23.1 1706Q 294.5 -13 23.1 -26 60.09 0 19.36 9.3 3822 818.00 872/512 3812 28.1
Sarda Energy & Miner 10 U1703 36.0 328 1026 131.2 36.4 4.00 0.3 11.1 1706 381.3 60.9 1706Q 381.3 34 60.9 -32 71.81 0 2.46 18.1 1370 380.30 393/139 1691 13.3
*Srikalahasthi Pipes 10 U1703 39.8 143 1178 140.2 35.3 6.00 0.9 24.7 1706 433.1 36.4 1706Q 433.1 55 36.4 -15 50.78 0 4.16 30.6 1464 368.15 402/241 1844 10.9
*Steel Authority 10 U1703 4130.5 88 44452 -2833.2 -6.9 - 0.8 - 1706 11579.6 -801.4 1706Q 11579.6 25 -801.4 -50 74.99 0 20.45 380.3 25134 60.85 69/44 56348 -
Steel ExchangeIndia 10 U1703 76.0 14 1279 -157.1 -20.7 - 2.3 - 1703 300.7 -94.0 - - -18 - - 48.82 60 5.13 170.3 642 84.45 101/46 1138 -
Sunflag Iron 10 U1703 180.2 39 1510 65.2 3.6 - 0.3 9.2 1706 473.4 25.5 1706Q 473.4 26 25.5 38 49.06 0 0.12 66.9 1023 56.75 58/29 1141 14.2
Surya Roshni Ltd 10 U1703 43.8 213 3145 66.2 15.1 1.50 1.0 7.1 1706 862.6 11.7 1706Q 862.6 16 11.7 -9 63.32 36 4.38 23.3 1196 272.80 307/166 2014 18.4
*Tata Metaliks 10 1703 25.3 82 1410 116.1 45.9 2.00 1.6 56.0 1706 387.1 30.6 1706Q 387.1 58 30.6 37 50.09 0 10.74 52.4 1609 636.25 788/280 1938 15.8
Tata Sponge Iron 10 1703 15.4 562 557 58.7 38.1 10.00 0.0 6.8 1706 175.0 30.6 1706Q 175.0 47 30.6 190 54.50 0 9.07 34.5 1241 805.70 900/475 936 15.8
Tata Steel 10 1703 971.2 511 47993 3444.6 35.5 10.00 0.6 6.9 1706 12970.6 506.4 1706Q 12970.6 42 506.4 -12 31.35 6 43.94 819.0 62056 638.95 640/355 91295 18.4
*Technocraft Industri 10 U1703 26.3 233 864 97.3 37.0 - 0.5 15.8 1706 213.9 20.6 1706Q 213.9 7 20.6 -34 75.00 0 5.53 10.4 1042 396.35 525/311 1248 12.0
Usha Martin Ltd. 1 U1703 30.5 14 3247 -354.9 -11.6 - 4.2 - 1706 936.0 -98.3 1706Q 936.0 12 -98.3 -201 49.87 52 9.27 52.0 577 18.95 24/12 3897 -
Welspun Corp 5 U1703 132.6 76 4346 174.6 6.6 0.50 1.0 8.7 1706 1298.1 112.2 1706Q 1298.1 10 112.2 493 48.25 0 15.09 56.3 3555 134.05 137/56 5200 13.3
53 LAMINATES
IND. COMPOSITE 93 5172 414 33
*Century Plyboard 1 1703 22.3* 32 1782 185.6 8.3 1.00 0.8 26.2 1706 438.6 34.1 1706Q 438.6 8 34.1 -21 71.99 2 16.76 31.1 5795 260.40 313/155 6298 32.8
*Greenlam Industries 5 1703 12.1 126 970 42.9 17.8 1.50 0.4 14.2 1706 257.7 12.4 1706Q 257.7 10 12.4 38 54.74 0 16.19 4.6 2221 920.00 987/500 2341 47.9
Greenply Industr 1 1703 12.3 64 1657 135.1 11.0 0.60 0.4 17.2 1706 390.3 30.6 1706Q 390.3 -6 30.6 -10 51.02 0 32.24 10.8 3370 274.80 309/237 3625 25.6
*Rushil Decor Ltd. 10 U1703 14.5 72 306 24.5 16.9 0.50 1.1 23.4 1706 78.9 6.4 1706Q 78.9 5 6.4 42 54.40 0 9.85 2.2 1129 778.30 865/405 1213 42.7
*Stylam Industries 10 U1703 8.2 92 295 18.3 22.5 - 2.0 24.3 1706 75.1 4.8 1706Q 75.1 7 4.8 -3 52.70 41 0.93 4.4 633 775.00 855/380 743 34.7
Uniply Industries 10 U1703 23.9 24 162 7.3 3.1 - 1.3 10.4 1706 39.0 3.7 1706Q 39.0 1 3.7 109 33.22 84 2.14 7.0 584 244.15 390/181 640 63.4
54 LEATHER
IND. COMPOSITE 112 5620 369 4
Bata India 5 1703 64.3 103 2467 158.7 12.4 3.50 0.0 12.0 1706 736.1 60.4 1706Q 736.1 9 60.4 20 52.95 0 30.62 113.4 8584 667.85 693/400 8063 50.9
*Bhartiya Interna 10 U1703 12.1 168 478 15.6 12.9 1.20 1.1 7.7 1706 107.8 3.9 1706Q 107.8 10 3.9 22 47.72 0 0.42 5.7 685 564.15 660/447 887 42.0
Mirza International 2 U1703 24.1 43 936 71.2 5.9 0.90 0.4 13.8 1706 252.1 20.1 1706Q 252.1 -0 20.1 1 73.77 0 3.58 30.4 1864 154.90 176/69 2043 26.1
Relaxo Footwears 1 U1703 12.0 50 1740 123.0 10.2 1.00 0.4 20.4 1706 483.0 37.4 1706Q 483.0 11 37.4 3 74.92 0 6.26 10.7 6041 502.90 555/373 6242 48.7
55 LOGISTICS
IND. COMPOSITE 578 5481 312 43
*Aegis Logistics Ltd. 1 1703 33.4 14 391 62.9 1.9 1.05 0.4 13.7 1703 106.5 20.4 - - 5 - - 61.49 0 13.81 44.3 6224 186.35 220/113 6375 98.9
Allcargo Logistics 2 1703 49.1 55 1174 106.3 4.3 2.00 0.3 7.9 1706 312.6 30.7 1706Q 312.6 2 30.7 9 69.11 0 22.67 31.5 4036 164.25 207/150 4362 37.1
Arshiya 2 U1703 31.2 -6 76 -105.4 -6.7 - 77.3 - 1703 18.8 -15.2 - - 16 - - 74.99 100 1.88 9.4 1120 71.70 83/23 1433 -
*Navkar Corporation L 10 1703 142.6 86 355 96.2 6.7 - 0.2 7.8 1706 86.6 23.9 1706Q 86.6 -3 23.9 -9 72.85 0 23.73 19.9 2653 186.00 247/155 2716 28.3
Sical Logistics 10 U1703 55.6 92 740 45.5 8.2 - 1.3 8.9 1706 190.8 11.6 1706Q 190.8 16 11.6 14 56.24 93 1.91 40.4 1290 232.05 285/148 1876 27.5
*Snowman Logistics Lt 10 1703 167.1 26 189 -4.9 -0.3 - 0.3 - 1706 47.8 -2.1 1706Q 47.8 -4 -2.1 -215 40.25 0 0.63 79.8 839 50.20 73/46 929 -
TCI Express 2 1703 7.7 42 754 40.7 10.6 0.80 0.2 25.4 1706 203.2 12.1 1706Q 203.2 15 12.1 38 66.12 0 12.38 25.9 1924 502.55 604/265 1946 43.7
VRL Logistics Ltd. 10 1703 91.2 59 1803 70.5 7.7 4.00 0.2 13.0 1706 491.9 33.7 1706Q 491.9 7 33.7 27 69.57 0 19.84 48.6 3013 330.25 360/245 3124 38.8
56 LPG BOTTLING/DISTRIBUTION
IND. COMPOSITE 236 7127 613 34
Gujarat Gas 10 U1703 137.7 169 5093 219.5 15.9 3.00 0.8 9.4 1706 1478.0 104.3 1706Q 1478.0 21 104.3 38 60.89 0 17.29 26.6 10863 789.00 880/487 12503 43.2
Mahanagar Gas 10 U1703 98.8 195 2034 393.4 39.8 19.00 0.0 20.4 1706 530.9 124.3 1706Q 530.9 10 124.3 34 64.99 0 17.19 91.4 10099 1022.40 1088/580 9931 23.8
57 LUBRICANTS
IND. COMPOSITE 269 5560 918 30
*Castrol India 5 1612 247.3 12 3370 674.9 13.6 11.00 0.0 113.3 1706 870.4 137.9 1706H 1752.6 -4 316.9 -16 51.00 0 30.42 117.0 19323 390.70 495/354 18501 31.5
GOCL Corporation 2 1703 9.9 73 98 19.3 3.9 1.60 0.0 5.3 1703 26.3 5.8 - - -10 - - 69.94 0 7.80 48.7 2576 519.55 556/223 2555 133.4
Gulf Oil Lubricants 2 U1703 9.9 74 1131 121.1 24.4 8.50 0.8 32.8 1706 280.0 34.3 1706Q 280.0 -1 34.3 10 69.85 0 15.74 57.5 3966 799.10 900/577 3926 31.9
*Tide Water Oil 5 1703 1.7 1845 962 102.9 295.4 137.50 0.0 16.0 1706 218.1 16.3 1706Q 218.1 -24 16.3 -41 55.61 0 11.59 19.7 1994 5722.80 6555/5247 1848 21.7
58 MEDIA - PRINT
IND. COMPOSITE 459 9112 1281 18
*DB Corp 10 1703 183.9 87 2257 377.3 20.5 4.00 0.0 23.6 1706 594.3 110.3 1706Q 594.3 4 110.3 5 69.85 34 22.87 16.7 6860 372.95 448/345 6742 17.9
Hindustan Media Vent 10 U1703 73.4 150 933 193.6 26.4 1.20 0.2 17.6 1706 236.8 48.0 1706Q 236.8 -1 48.0 -1 74.30 0 16.85 13.0 2006 273.35 314/253 2134 10.4
HT Media 2 U1703 46.9* 68 1432 61.5 2.6 0.40 0.6 3.9 1706 341.4 18.5 1706Q 341.4 -6 18.5 1937 69.50 0 17.88 40.1 2149 91.65 96/70 2950 27.2
Jagran Prakashan 2 U1703 62.3 51 1900 316.1 10.1 3.00 0.4 19.7 1706 491.8 78.2 1706Q 491.8 4 78.2 6 60.84 0 25.99 31.9 5431 174.40 213/163 5952 17.0
MPS Ltd. 10 1703 18.6 185 224 69.5 37.3 - 0.0 20.2 1706 54.3 18.1 1706Q 54.3 7 18.1 20 67.77 0 13.08 11.5 1052 565.00 775/554 1049 14.5
*Navneet Education 2 1703 46.7 31 1098 161.6 6.9 2.50 0.2 22.3 1706 565.2 109.7 1706Q 565.2 1 109.7 -3 61.78 0 21.53 25.7 3655 156.50 194/94 3797 23.2
*Repro India Ltd. 10 1703 10.9 174 292 -2.9 -2.6 - 1.0 - 1703 81.9 5.2 - - -30 - - 61.70 0 8.11 6.7 625 573.00 590/372 820 -
*Sandesh 10 U1703 7.6 793 362 70.9 93.7 5.00 0.0 11.8 1706 99.9 23.3 1706Q 99.9 2 23.3 -3 74.81 0 0.00 5.5 651 860.00 1080/819 540 9.3
TCPL Packaging 10 1703 8.7 205 613 33.2 38.2 6.25 1.5 18.7 1706 142.7 3.1 1706Q 142.7 -2 3.1 -59 58.29 0 0.04 8.7 544 625.70 730/486 797 19.0
59 MEDICAL - OTHERS
IND. COMPOSITE 44 440 53 37
*Poly Medicure Lt 5 U1703 44.1* 25 440 53.4 6.1 2.50 0.3 23.9 1706 107.4 12.0 1706Q 107.4 5 12.0 -5 48.75 0 5.84 6.5 1888 214.00XB 320/174 1928 35.8
60 METAL - NON-FERRO US
IND. COMPOSITE 1447 22119 8455 15
Arcotech Ltd. 2 U1703 21.0 22 736 26.4 2.5 0.30 1.5 11.7 1703 256.3 1.1 - - -6 - - 74.97 8 10.24 10.0 865 82.40 162/63 1135 32.8
*Gravita India Ltd. 2 1703 13.7 17 534 22.7 3.3 0.60 1.2 19.6 1703 171.1 8.2 - - 42 - - 73.01 0 4.59 10.1 776 113.25 120/28 912 34.3
*Hind. Copper 5 1703 462.6 16 1220 61.9 0.7 - 0.3 4.2 1706 370.6 10.2 1706Q 370.6 80 10.2 455 82.87 0 13.42 70.0 5718 61.80 75/50 6135 -
Hind. Zinc 2 1703 845.1 73 18798 8316.0 19.7 29.40 0.3 27.0 1706 5013.0 1876.0 1706Q 5013.0 98 1876.0 81 64.92 0 3.64 113.3 120189 284.45 333/210 119717 13.1
*Tin Plate Co. 10 1703 104.7 59 831 27.9 2.7 1.60 0.0 4.5 1706 235.9 14.1 1706Q 235.9 48 14.1 619 74.95 0 1.77 44.8 1495 142.85 153/64 1485 37.4
61 MINING/MINERALS
IND. COMPOSITE 7781 50819 28958 11
Ashapura Min. Lt 2 U1703 17.4 -30 235 -59.0 -6.8 - -0.3 - 1703 52.8 -20.1 - - -62 - - 46.32 0 23.15 20.0 486 55.85 83/47 538 -
Coal India Ltd. 10 U1703 6207.4 48 290 14500.5 23.4 19.90 0.0 48.5 1706 83.3 32.2 1706Q 83.3 259 32.2 774 78.85 0 17.88 706.4 149723 241.20 341/234 145258 10.3

36 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
*Guj. Mineral Dev 2 U1703 63.6 116 1537 324.2 10.2 3.00 0.0 8.8 1706 608.4 142.9 1706Q 608.4 52 142.9 25 74.00 0 15.29 62.9 4439 139.60 160/78 4407 12.6
Indian Metal & F 10 1703 27.0 387 1672 249.8 92.6 20.00 0.8 23.9 1706 422.6 99.9 1706Q 422.6 69 99.9 429 58.87 0 8.25 41.5 1473 545.85 823/161 2260 3.9
KIOCL 10 1603 634.5 33 184 -77.7 -1.2 - 0.0 - 1706 277.7 6.2 - - 277 - - - 0 0.00 - 5983 94.30 99/84 4111 -
*MOIL Ltd. 10 U1703 133.2 280 990 305.8 23.0 11.00 0.0 8.2 1706 339.4 97.7 1706Q 339.4 85 97.7 107 65.57 0 19.14 281.1 4788 359.50CB 429/239 1938 13.4
*NMDC Ltd. 1 U1703 316.4 103 8827 2589.1 8.2 5.15 0.0 7.9 1706 2841.5 969.2 1706Q 2841.5 65 969.2 36 74.94 0 21.27 227.0 38663 122.20 153/100 25396 13.6
Orissa Minerals Deve 1 U1703 0.6 1403 0 6.6 10.9 - 0.0 0.8 1706 0.0 -0.1 1706Q 0.0 -100 -0.1 -102 50.01 0 19.32 18.0 1002 1669.85 2695/1616 203 322.7
Sandur M & I Ore 10 U1703 8.8 481 422 50.3 57.5 5.00 0.0 11.9 1703 159.6 30.5 - - 63 - - 72.42 0 0.84 7.8 702 801.95 938/490 680 14.0
Vedanta 1 1703 371.7 215 36663 11068.7 29.8 19.45 0.5 13.9 1706 8928.0 34.0 1706Q 8928.0 10 34.0 103 50.13 0 31.04 531.1 110940 298.45 310/159 146083 9.2
62 MISCELLANEOUS
IND. COMPOSITE 2658 27872 4987 35
*Adani Ports & Speci 2 1703 414.2 81 4879 3100.6 15.0 1.30 1.1 18.4 1706 1805.8 590.7 1706Q 1805.8 71 590.7 -2 61.92 25 33.57 281.2 78686 379.95 422/246 95828 25.5
*Cox & Kings L 5 U1703 88.3 150 3117 181.3 10.3 1.00 0.4 6.9 1706 919.1 88.4 1706Q 919.1 -23 88.4 -2 51.26 54 37.21 30.1 4640 262.80 306/158 5070 25.9
Dalmia Bharat 2 U1703 17.8 148 223 63.4 7.1 2.20 0.2 4.8 1706 58.9 16.8 1706Q 58.9 9 16.8 -15 58.04 0 21.36 19.2 23336 2623.00 2780/1186 23548 386.4
*Dredging Corpora 10 1703 28.0 543 586 7.4 2.6 - 0.5 0.5 1706 157.9 4.0 1706Q 157.9 11 4.0 -1 73.47 0 12.36 47.4 1662 593.65 752/360 2292 225.3
*EPC Industrie Ltd. 10 1703 27.7 48 201 9.9 3.6 - 0.0 7.4 1706 59.7 2.9 1706Q 59.7 19 2.9 14 54.72 0 2.66 16.9 499 180.35 215/122 487 48.6
Future Consumer 6 1703 997.5 7 1645 7.8 0.0 - 0.2 0.7 1706 517.3 6.2 1706Q 517.3 45 6.2 277 47.87 49 19.75 69.2 7855 47.25 48/18 8100 -
Gateway Distriparks 10 1703 108.7 71 321 51.7 4.8 7.00 0.1 6.7 1706 80.9 12.0 1706Q 80.9 1 12.0 24 25.06 0 65.10 33.5 2537 233.30 292/209 2607 46.9
IFGL Refracto 10 U1703 34.6 53 352 16.8 4.8 - 0.2 9.1 1703 103.4 6.2 - - 5 - - 71.29 0 5.09 18.2 831 240.15 269/118 853 49.5
Indraprastha Gas Ltd 10 U1703 140.0 213 3815 571.1 40.8 8.50 0.0 19.1 1706 1049.2 161.3 1706Q 1049.2 17 161.3 9 45.00 0 38.38 61.2 17529 1252.05 1350/740 17075 30.0
Info Edge (India) 10 1703 121.2 164 802 204.4 16.9 3.00 0.0 10.3 1706 222.5 64.2 1706Q 222.5 13 64.2 45 41.99 0 46.86 15.0 11332 934.90 1127/752 11042 50.5
Jain Irrigation 2 U1703 95.9* 52 3710 163.8 3.4 1.50 1.1 6.5 1706 924.9 40.9 1706Q 924.9 -1 40.9 16 30.70 13 48.78 141.0 4581 95.55 120/80 7276 27.0
Krishna Ventures Ltd 10 U1703 10.8 12 0 0.0 0.0 - 0.0 0.2 1703 0.2 0.1 - - -76 - - 73.24 0 0.00 0.1 497 459.75 591/460 497 -
Linde India 10 1612 85.3 164 1837 9.3 1.1 0.75 0.8 0.7 1706 493.3 -2.2 1706H 1011.4 19 -0.8 -114 74.99 0 15.58 22.1 3451 404.70 499/322 4435 -
Nirlon 10 U1703 90.1 37 279 57.3 6.4 0.75 2.1 3.8 1706 71.8 19.1 1706Q 71.8 6 19.1 34 71.57 0 9.90 39.5 2047 227.20 232/176 2640 33.0
Orient Refractories 1 U1703 12.0 23 519 68.6 5.7 2.50 0.0 25.1 1703 127.8 17.7 - - 16 - - 69.61 0 10.46 14.4 1613 134.30 153/100 1537 23.5
*Solar Industries Ind 2 1703 18.1 73 1137 132.6 14.7 5.00 0.3 20.1 1706 315.1 38.1 1706Q 315.1 1 38.1 12 73.14 0 22.11 11.6 7943 877.80 921/620 8113 58.2
Sun Pharma Advanced 1 1703 24.7 6 181 -120.3 -4.9 - 0.0 - 1706 23.4 -78.8 1706Q 23.4 9 -78.8 -117 66.93 3 9.09 85.1 9684 392.25 431/273 9617 -
*Syngene Internationa 10 1703 200.0 71 1201 287.3 14.4 1.00 0.6 20.3 1706 291.1 62.0 1706Q 291.1 6 62.0 4 74.51 0 17.05 52.6 8882 444.10 663/424 9142 30.7
Talwalkars Better Va 10 U1703 29.7 160 258 61.7 20.8 1.50 0.7 13.0 1703 80.5 23.0 - - 10 - - 37.98 28 20.70 16.5 857 288.60 333/209 1011 13.9
*Thomas Cook (I) 1 1703 36.7* 32 1716 -8.4 -0.2 0.38 0.3 - 1706 788.6 25.7 1706Q 788.6 17 25.7 26 67.64 0 20.02 48.4 7920 215.90 255/178 7664 -
Vesuvius India 10 1612 20.3 280 822 87.1 42.9 6.50 0.0 15.3 1706 240.0 27.2 1706H 468.0 21 50.6 20 55.56 0 25.12 12.5 2780 1369.80 1486/935 2581 29.2
*Wonderla Holidays Lt 10 1703 56.5 77 270 33.1 5.9 1.00 0.0 7.6 1706 102.3 26.0 1706Q 102.3 15 26.0 16 70.98 0 17.18 26.9 1901 336.50 420/316 1907 52.0
63 MOBILE PHONE SERVICE PROVIDER
IND. COMPOSITE 9913 118214 -17065 28
Bharti Airtel 5 1703 1998.7 253 62276 -9925.6 -24.8 1.00 0.6 - 1706 14506.5 280.6 1706Q 14506.5 -11 280.6 -80 67.13 0 26.44 193.4 173027 432.85 434/284 229809 -
Idea Cellular Ltd. 10 1703 3606.4 66 35279 -831.1 -2.3 - 2.2 - 1706 8054.1 -922.8 1706Q 8054.1 -15 -922.8 -675 42.39 0 34.67 296.3 32476 90.05 124/66 84116 -
MTNL 10 U1703 630.0 -46 2870 -2941.1 -46.7 - 1347.8 - 1706 657.2 -703.2 1706Q 657.2 -12 -703.2 2 56.25 0 21.87 134.7 1229 19.50 28/15 18049 -
*OnMobile Global Ltd. 10 1703 104.4 65 330 42.6 4.1 1.50 0.0 6.3 1706 75.4 4.9 1706Q 75.4 -13 4.9 -61 48.79 0 10.44 35.4 612 58.65 127/52 535 17.5
*RelianceCommu.Ltd 5 U1703 1244.5 123 8823 -1796.0 -7.2 - 0.9 - 1706 1643.0 -963.0 1706Q 1643.0 -34 -963.0 -72 58.84 66 18.33 1632.0 5700 22.90 55/18 33031 -
*Tata Communications 10 1703 285.0 325 5068 689.8 24.2 6.00 0.1 7.5 1706 1291.6 81.8 1706Q 1291.6 6 81.8 -60 74.99 3 18.53 56.2 18300 642.10 784/490 18935 32.3
Tata Teleservices (M 10 1703 1954.9 -30 2703 -2356.5 -12.1 - -2.4 - 1706 553.1 -481.4 1706Q 553.1 -25 -481.4 -345 74.35 35 0.54 371.9 1316 6.73 10/5 15562 -
Tejas Networks 10 1703 89.5 58 865 53.2 5.9 - 0.5 10.3 1706 200.1 20.2 1706Q 200.1 47 20.2 1574 0.00 0 29.66 25.7 2947 329.15 377/257 3106 -
65 OIL DRILLING ANDEXPLO RATION
IND. COMPOSITE 9116 137096 23322 13
Aban Offshore 2 U1703 11.7 594 887 211.1 36.2 - 0.3 6.1 1706 162.5 28.7 1706Q 162.5 -34 28.7 -68 46.61 21 5.47 151.3 1022 175.15 286/161 1625 6.8
Alphageo (India) 10 U1703 6.4 182 297 48.1 75.5 4.00 0.0 41.5 1706 114.2 14.5 1706Q 114.2 151 14.5 183 44.22 10 3.19 14.6 488 767.15 1146/750 482 8.5
*Asian Oilfield S 10 1703 26.1 22 43 0.5 0.2 - 0.9 0.8 1703 29.8 5.3 - - 293 - - 57.80 38 0.19 10.0 474 181.80 250/53 518 -
*Deep Industries 10 1703 32.0 118 277 74.0 23.1 1.80 0.7 19.6 1706 73.1 21.0 1706Q 73.1 13 21.0 29 63.95 0 8.00 14.1 694 216.90 344/189 941 8.8
*GAIL (India) Ltd. 10 1703 1691.3 226 48149 3502.9 20.7 11.20 0.1 9.2 1706 11406.5 1025.6 1706Q 11406.5 7 1025.6 -23 54.43 0 32.79 177.0 64785 383.05XB 434/269 66448 20.3
Hind. Oil Explor 10 U1703 130.5 24 25 36.4 2.8 - 0.0 11.6 1706 3.7 2.9 1706Q 3.7 -38 2.9 -68 0.00 0 5.79 76.8 968 74.20 89/48 916 32.2
Oil India Ltd. 10 U1703 801.5* 278 9510 1548.7 19.3 14.25 0.4 6.9 1706 2331.7 450.2 1706Q 2331.7 5 450.2 -9 66.13 0 17.54 129.8 22707 283.30XB 367/258 22493 15.1
ONGC 5 U1703 6416.6* 118 77908 17900.0 13.9 7.55 0.0 11.8 1706 19073.5 3884.7 1706Q 19073.5 7 3884.7 -8 68.07 0 18.07 660.3 204498 159.35XB 212/155 194541 11.7
66 PACKAGING
IND. COMPOSITE 354 13406 709 23
*Cosmo Films 10 1703 19.5* 313 1458 111.6 57.2 10.00 0.9 18.3 1706 427.4 14.8 1706Q 427.4 22 14.8 -45 43.00 0 4.71 28.3 708 363.15 469/310 1215 7.1
*Essel Propack Ltd. 2 1703 31.4 40 795 65.1 4.1 2.20 0.3 10.5 1706 203.3 17.4 1706Q 203.3 3 17.4 -10 57.06 0 19.64 32.3 4245 270.10 276/207 4413 67.3
Huhtamaki PPL 2 1612 15.1 62 2178 85.1 11.3 3.00 0.9 18.0 1706 510.8 7.2 1706H 1022.6 61 23.6 -11 66.21 0 7.05 15.8 1657 219.45 300/213 2035 48.5
*Jindal Poly Films 10 1703 43.8 419 2464 113.6 25.9 1.00 0.3 6.2 1706 675.5 11.9 1706Q 675.5 13 11.9 -71 74.54 0 5.08 46.0 1621 370.30 476/300 2184 19.1
Manaksia Ltd. 2 U1703 13.1 15 31 8.3 1.3 - 0.0 8.4 1703 17.4 -1.7 - - 4 - - 62.95 0 0.02 23.1 496 75.70 85/47 492 59.6
Max Ventures and Ind 10 U1703 72.4 28 12 -6.3 -0.9 - 0.0 - 1706 7.2 60.0 1706Q 7.2 171 60.0 11917 38.20 0 27.53 41.3 624 86.10 114/43 612 -
*Oricon Enterprises L 2 1703 31.4 31 38 6.2 0.4 0.46 0.2 1.3 1703 9.2 0.9 - - -41 - - 66.95 0 8.29 16.6 911 58.00 64/41 983 -
*Polyplex Corpn. 10 1703 32.0 143 946 36.4 11.4 3.00 0.3 8.0 1706 261.1 13.5 1706Q 261.1 12 13.5 -17 50.02 0 10.25 13.1 1404 439.00 499/278 1553 41.6
Time Technoplast Ltd 1 U1703 22.6 45 1596 94.9 4.2 0.65 0.5 9.4 1706 378.4 18.2 1706Q 378.4 9 18.2 5 52.54 10 28.30 19.3 4164 184.15 195/76 4593 43.5
Uflex Ltd. 10 1703 72.2 283 3887 193.5 26.8 3.20 0.5 9.5 1706 927.0 42.3 1706Q 927.0 9 42.3 -9 44.01 0 12.65 46.2 3007 416.35 462/226 4019 15.9
67 PAINTS/VARNISHES
IND. COMPOSITE 294 23593 3002 55
Akzo Nobel India Ltd 10 1703 46.7 216 2825 247.0 52.9 22.00 0.0 24.5 1706 714.9 41.3 1706Q 714.9 2 41.3 -36 72.96 0 10.35 45.9 8273 1773.05 2095/1328 8241 36.9
Asian Paints Ltd. 1 1703 95.9 72 12647 1803.1 18.8 7.95 0.0 25.9 1706 3202.9 400.9 1706Q 3202.9 7 400.9 -20 52.79 16 25.87 197.6 108998 1136.35 1230/850 108830 64.0
Berger Paints I 1 1703 97.1 20 4122 446.4 4.6 1.75 0.1 23.2 1706 1149.2 105.2 1706Q 1149.2 11 105.2 -8 74.99 0 14.15 74.1 23673 243.80XB 277/178 23760 54.1
Kansai Nerolac Paint 1 1703 53.9 52 3999 505.9 9.4 3.05 0.0 18.0 1706 1173.6 140.8 1706Q 1173.6 12 140.8 11 74.98 0 14.72 38.9 25168 467.00 470/303 24710 48.4
68 PAPER
IND. COMPOSITE 622 11425 335 11
Ballarpur Ind. 2 U1703 258.7* 10 212 -470.5 -3.6 - 1.0 - 1706 67.5 -66.5 1706Q 67.5 -39 -66.5 -106 49.42 100 19.23 77.9 1681 13.00 23/13 3249 -
*Emami Paper Mill 2 1703 12.1 68 1138 25.9 4.3 1.20 2.6 6.3 1706 278.3 2.6 1706Q 278.3 10 2.6 -68 74.97 0 0.00 2.3 1069 176.75 180/65 2048 52.0
*International Paper 10 1703 39.8 121 1208 31.3 7.9 - 0.5 6.5 1706 311.0 23.9 1706Q 311.0 4 23.9 55 74.99 0 3.37 13.0 1175 295.45 376/272 1402 29.5

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 37


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
*JK Paper Ltd. 10 1703 168.9 79 2629 162.8 9.6 1.50 1.1 12.2 1706 632.1 60.1 1706Q 632.1 4 60.1 125 50.78 0 19.45 28.6 1678 99.35 123/55 3077 8.5
Kushal Tradelink Ltd 2 U1703 47.5* 2 384 63.8 2.7 1.50 0.7 115.4 1703 150.2 2.5 - - 3 - - 65.32 0 0.62 29.9 2879 121.35XB 306/81 2908 63.7
*Seshasayee Paper 10 1703 12.6 436 1135 128.8 102.1 10.00 0.2 23.4 1706 238.6 21.8 1706Q 238.6 -4 21.8 -10 42.65 0 10.71 13.2 846 670.55 880/445 950 6.7
T Nadu Newsprint 10 U1703 69.2 247 2950 264.6 38.2 7.50 1.7 15.5 1706 563.5 -89.2 1706Q 563.5 -26 -89.2 -228 35.31 0 34.36 31.4 2349 339.45 396/289 4792 22.2
*West Coast Paper 2 1703 13.2 97 1769 128.5 19.5 2.50 0.6 20.1 1706 386.5 53.7 1706Q 386.5 -6 53.7 260 55.83 0 16.37 20.6 1230 186.20 213/93 1584 7.4
69 PESTICIDES/AGRO CHEMICALS
IND. COMPOSITE 385 21277 2040 44
*Astec Lifesciences L 10 1703 19.5 71 298 19.1 9.8 1.50 0.9 13.8 1706 72.3 4.0 1706Q 72.3 10 4.0 7 65.62 0 2.05 12.6 1149 588.80 695/374 1271 59.4
BayerCropscience 10 1703 35.4 582 2803 291.0 82.3 17.00 0.0 14.1 1706 698.0 111.7 1706Q 698.0 -15 111.7 -15 68.57 0 19.33 38.8 14380 4067.40 5050/3680 13541 53.0
Bharat Rasayan 10 U1703 4.2 473 621 54.4 128.1 1.50 0.8 27.1 1706 169.2 15.7 1706Q 169.2 1 15.7 8 74.79 0 0.00 4.4 1283 3020.45 3699/1330 1390 23.1
Dhanuka Agritech Ltd 2 1703 9.8 106 873 119.4 24.3 0.60 0.0 23.0 1706 208.0 16.1 1706Q 208.0 5 16.1 -17 75.00 0 10.95 16.7 3445 701.95 940/600 3449 29.6
*Excel Crop Care Ltd. 5 1703 5.5 395 963 70.7 64.3 11.50 0.0 16.3 1706 296.3 23.9 1706Q 296.3 9 23.9 -35 64.96 0 9.66 10.7 1920 1745.00 2102/1238 1909 33.2
*Excel Industries 5 1703 6.9* 177 445 44.6 32.5 6.00 0.2 18.4 1706 122.0 7.9 1706Q 122.0 -1 7.9 -36 52.38 0 7.72 13.3 581 423.05 496/300 636 14.4
*Insecticides (India) 10 1703 20.7 226 1107 58.1 28.1 2.00 0.5 12.4 1706 311.9 30.5 1706Q 311.9 2 30.5 68 68.74 0 16.36 10.1 1581 765.20 817/437 1794 22.4
*Meghmani Organics Lt 1 1703 25.4 25 1046 41.5 1.6 0.40 0.5 6.5 1706 307.0 19.1 1706Q 307.0 12 19.1 163 50.12 0 2.88 70.2 1848 72.65 78/34 2150 34.6
*Monsanto India 10 1703 17.3 307 641 147.5 85.5 30.00 0.0 27.9 1706 235.5 54.5 1706Q 235.5 -2 54.5 -4 72.14 0 7.70 19.5 4226 2447.80 2980/2200 4215 29.1
Nagarjuna Agrich 1 1703 15.6 14 734 36.2 2.3 0.13 0.9 16.4 1706 162.8 1.8 1706Q 162.8 5 1.8 -22 74.70 40 2.03 10.5 531 34.00 40/16 721 14.9
*PI Industries 1 1703 13.8 117 2276 457.4 33.2 4.00 0.1 28.4 1706 553.2 100.1 1706Q 553.2 -13 100.1 -21 51.54 0 34.07 33.6 10029 728.95 950/674 9991 23.3
Rallis India 1 1703 19.4 58 1400 266.0 13.7 2.50 0.0 23.6 1706 247.2 1.1 1706Q 247.2 -5 1.1 -99 50.09 0 17.57 45.6 4472 229.95 265/180 4489 31.8
*Sharda Cropchem 10 1703 90.2 99 1129 188.7 20.9 4.00 0.0 21.2 1706 273.0 33.3 1706Q 273.0 13 33.3 1 74.77 0 19.91 18.5 4131 457.85 568/351 4046 21.8
*UPL 2 1703 101.6 151 6939 245.0 4.8 7.00 0.1 3.2 1706 1714.0 75.0 1706Q 1714.0 3 75.0 -72 27.84 0 52.71 67.5 42327 833.20 902/584 43052 -
70 PETROCHEM
IND. COMPOSITE 2652 39169 3223 22
Bhansali Engg.Po 1 1703 16.6 10 626 34.8 2.1 0.20 0.0 21.9 1706 224.0 16.9 1706Q 224.0 52 16.9 111 56.48 53 0.91 31.1 1460 88.00 90/19 1443 33.4
DCW Ltd. 2 U1703 44.2 27 1176 20.1 0.9 - 1.3 3.3 1706 290.8 -18.1 1706Q 290.8 2 -18.1 -1721 47.68 0 9.12 50.4 707 32.00 43/26 1441 -
Finolex Industri 10 1703 124.1 185 2988 352.2 28.4 11.50 0.0 15.4 1706 824.3 79.8 1706Q 824.3 23 79.8 -19 52.47 0 12.82 125.1 7478 602.60 674/385 7556 22.9
GujaratStatePetronet 10 U1703 563.7 79 1101 496.6 8.8 1.50 0.2 11.1 1706 311.0 152.5 1706Q 311.0 20 152.5 26 37.66 0 36.66 125.9 10857 192.60 204/119 11101 20.6
INEOS Styrolution 10 1703 17.6 334 1482 69.3 39.4 4.00 0.4 11.8 1706 449.2 2.7 1706Q 449.2 18 2.7 -82 74.99 0 4.73 13.4 1584 900.70 1139/550 1777 27.8
Manali Petrochem 5 1703 86.0 19 577 40.4 2.4 0.50 0.1 12.5 1703 144.5 4.7 - - -5 - - 44.81 0 1.78 131.7 569 33.10 49/30 565 14.1
*NOCIL Ltd. 10 1703 164.1 36 742 120.1 7.3 1.80 0.0 20.2 1706 214.8 34.6 1706Q 214.8 11 34.6 49 36.84 25 8.19 120.0 2231 135.90 150/60 2122 17.0
PetronetLNG 10 U1703 1500.0* 54 24616 1705.7 11.4 5.00 0.3 21.1 1706 6435.1 437.6 1706Q 6435.1 21 437.6 16 49.99 0 34.37 288.3 33953 226.35XB 237/163 33831 19.2
Savita Oil Tech 10 U1703 14.6 468 1497 93.6 64.1 27.00 0.0 13.7 1706 421.6 23.4 1706Q 421.6 10 23.4 16 71.58 0 15.83 8.4 1605 1099.50 1260/617 1608 16.6
Sheela Foam 5 1703 24.4 86 1446 110.5 22.6 - 0.0 26.2 1706 347.3 27.0 1706Q 347.3 17 27.0 -7 85.67 0 11.18 5.1 6255 1282.30 1425/860 6064 57.6
Supreme Petroche 10 1703 96.5 60 2919 179.4 18.6 1.20 0.0 30.8 1706 706.5 10.3 1706Q 706.5 -4 10.3 -77 60.84 0 1.42 49.3 3137 325.05 447/178 3044 21.7
71 PHARMACEUTICALS
IND. COMPOSITE 2460 130308 19406 28
Aarti Drugs Ltd 10 1703 23.9 167 1092 74.2 31.1 1.00 1.0 18.7 1706 229.1 10.6 1706Q 229.1 -15 10.6 -39 62.67 0 5.19 16.5 1219 511.05 684/456 1632 18.1
*Abbott India Ltd. 10 1703 21.2 653 2903 276.6 130.2 40.00 0.0 19.9 1706 706.1 48.3 1706Q 706.1 -4 48.3 -35 74.98 0 9.01 23.2 9140 4301.25 5190/3996 8049 36.4
*Ajanta Pharma Lt 2 1703 17.6 171 1823 499.8 56.8 13.00 0.0 33.2 1706 397.9 76.7 1706Q 397.9 -4 76.7 -23 70.71 11 16.69 36.1 10850 1232.90 2150/1106 10847 22.8
*Alembic Ltd. 2 1703 53.4 14 144 27.5 1.0 0.20 0.0 7.5 1706 29.6 3.4 1706Q 29.6 -1 3.4 143 65.77 0 1.70 57.7 1069 40.05 52/32 1067 36.3
Alembic Pharmaceutic 2 1703 37.7 99 2986 430.6 22.8 4.00 0.0 23.1 1706 590.1 50.7 1706Q 590.1 -14 50.7 -58 72.67 0 14.00 50.3 9610 509.75 709/492 9609 26.6
*Alkem Laboratories 2 1703 23.9 367 4548 883.2 73.9 15.00 0.1 20.1 1706 1127.2 112.1 1706Q 1127.2 -3 112.1 -55 66.99 0 6.64 68.9 21315 1782.75 2238/1400 21485 28.7
Amrutanjan Health Ca 2 U1703 2.9 98 220 22.8 15.6 3.85 0.0 15.9 1706 32.0 -1.5 1706Q 32.0 -8 -1.5 -172 50.06 0 5.46 17.0 871 595.95 790/422 823 45.3
Artemis Global Life 2 U1703 13.2 2 0 0.1 0.0 - 0.0 1.1 1706 0.1 0.1 1706Q 0.1 0 0.1 468 69.82 0 0.99 7.2 818 123.60 159/115 818 -
AstraZeneca Pharma I 2 U1703 5.0 72 540 24.4 9.8 - 0.0 13.5 1706 127.5 5.8 1706Q 127.5 -9 5.8 -45 75.00 0 10.48 15.4 2231 892.20 1147/883 2154 113.4
*Aurobindo Pharma 1 1703 58.6 144 9607 1706.8 29.1 2.50 0.3 20.2 1706 2188.3 307.3 1706Q 2188.3 -8 307.3 -21 51.87 1 33.80 208.1 42916 732.50 895/504 45752 26.4
Biocon 5 1703 300.0* 60 2588 519.3 8.7 3.00 0.0 14.4 1706 574.3 54.5 1706Q 574.3 -17 54.5 -61 60.66 0 18.79 129.4 20292 338.20XB 424/268 20083 46.9
Bliss GVS Pharma 1 U1703 10.3 48 349 62.6 6.1 0.60 0.1 12.7 1703 97.7 12.5 - - -4 - - 60.16 0 7.34 15.9 1773 171.90 203/118 1778 28.3
*Cadila Healthcar 1 1703 102.4 65 3231 661.9 6.5 3.20 0.4 10.0 1706 1042.7 91.4 1706Q 1042.7 -18 91.4 -45 74.79 0 17.31 76.7 50670 494.95 558/330 53438 69.8
*Caplin Point Lab 2 1703 15.1 26 344 70.9 9.4 1.50 0.0 35.5 1706 101.9 24.4 1706Q 101.9 28 24.4 69 69.06 0 5.85 22.4 5010 662.90 784/236 4934 62.0
Cipla 2 1703 160.9 159 10975 974.9 12.1 2.00 0.0 7.6 1706 2684.3 259.0 1706Q 2684.3 -2 259.0 -7 36.72 0 36.56 217.7 46133 573.40 622/479 46399 48.3
Claris Lifesciences 10 U1703 54.6 156 21 11.6 2.1 2.00 0.0 1.4 1706 1.5 0.0 1706Q 1.5 -95 0.0 -99 50.13 33 28.07 18.2 2005 367.40 430/217 1971 263.4
Divi’s Lab 2 U1703 53.1 204 4066 1053.3 39.7 10.00 0.0 19.5 1706 821.2 176.5 1706Q 821.2 -19 176.5 -42 52.07 0 31.00 123.8 17869 673.10 1380/533 17853 19.3
Dr. Reddy’s Labs 5 1703 82.9* 700 9720 1384.1 83.5 20.00 0.2 11.9 1706 2089.7 -7.3 1706Q 2089.7 -2 -7.3 -102 26.77 3 43.38 129.5 34622 2087.90 3395/1902 36910 35.8
*Eris Lifesciences 1 1703 13.8 40 688 242.6 17.6 - 0.0 44.3 1706 162.3 69.9 1706Q 162.3 -12 69.9 13 55.93 0 17.58 133.7 8271 601.50 728/511 8269 -
FDC Ltd. 1 1703 17.8 71 1009 187.1 10.5 2.25 0.0 14.8 1706 236.2 29.3 1706Q 236.2 -11 29.3 -40 68.88 0 14.19 26.1 3036 170.70 240/168 3013 18.1
GlaxoSmithKline Phar 10 1703 84.7 239 2995 336.8 39.8 50.00 0.0 16.6 1706 607.1 26.4 1706Q 607.1 -14 26.4 -63 74.99 0 12.17 100.8 20200 2384.85 3343/2309 20062 69.4
Glenmark Pharma 1 U1703 28.2 334 8096 2140.6 75.9 2.00 0.1 22.7 1706 1547.8 270.8 1706Q 1547.8 -6 270.8 -48 46.52 0 38.88 128.5 17428 617.65 993/592 18129 9.2
Granules India L 1 U1703 22.9 34 1349 142.8 6.2 0.90 0.5 18.3 1706 388.4 35.5 1706Q 388.4 15 35.5 -0 53.43 78 13.67 69.6 2974 130.00 157/91 3195 20.8
Gufic BioSciences Lt 1 U1703 7.7 6 249 11.4 1.5 0.05 1.2 25.1 1703 64.5 3.1 - - 27 - - 69.97 0 8.73 15.0 535 69.15 80/33 569 46.9
Hester Biosciences L 10 1703 8.5 141 123 24.8 29.2 5.30 0.3 20.7 1706 29.0 6.2 1706Q 29.0 -4 6.2 3 54.07 0 1.79 6.5 750 881.40 1233/666 774 30.0
Hikal Ltd. 2 1703 16.4 65 1014 66.8 8.1 0.60 0.9 10.8 1706 262.7 13.3 1706Q 262.7 19 13.3 22 68.76 0 12.43 12.3 1684 204.90 256/165 2127 24.3
Indoco Remedies 2 1703 18.4 71 1094 77.5 8.4 1.60 0.4 11.9 1706 209.0 -21.7 1706Q 209.0 -19 -21.7 -210 59.10 0 20.69 16.3 1749 189.80 360/179 1937 48.7
Ipca Laboratorie 2 1703 25.2 196 3157 188.3 14.9 - 0.2 7.6 1706 713.0 -20.3 1706Q 713.0 -15 -20.3 -143 46.13 0 38.57 62.3 5228 414.30 656/400 5740 43.4
J B Chemicals & Phar 2 U1703 17.0 155 1199 173.0 20.4 1.00 0.2 13.2 1706 283.8 20.4 1706Q 283.8 -8 20.4 -59 55.76 0 14.87 33.9 2415 284.70 404/279 2578 16.8
*Jubilant Life Scienc 1 1703 15.9 128 2491 79.2 5.0 3.00 0.8 3.9 1706 673.8 22.3 1706Q 673.8 15 22.3 6 54.02 17 24.09 39.1 11520 723.25 879/497 13007 143.1
*Laurus Labs 10 1703 105.8 128 1892 202.6 19.2 1.50 0.5 14.9 1706 473.0 42.6 1706Q 473.0 14 42.6 42 30.64 0 53.14 51.0 5524 522.30 634/453 6234 25.7
Lupin Ltd. 2 1703 90.3 327 12753 3141.3 69.5 7.50 0.0 21.3 1706 2499.3 354.1 1706Q 2499.3 -30 354.1 -67 46.69 0 40.41 238.6 44800 991.75 1590/920 45230 18.5
Marksans Pharma 1 U1703 40.9 10 216 12.2 0.3 0.05 0.1 2.9 1706 52.4 1.2 1706Q 52.4 25 1.2 79 48.24 0 8.82 112.1 1564 38.20 58/36 1601 -
Medicamen Biotec 10 U1703 11.1 22 82 5.2 4.7 - 1.0 21.4 1706 26.0 2.5 1706Q 26.0 51 2.5 121 46.86 32 0.31 4.0 624 563.60 669/177 639 95.5
Merck Ltd. 10 1612 16.6 389 996 75.9 45.7 11.00 0.0 11.8 1706 258.2 20.1 1706H 495.1 4 35.0 16 51.80 0 13.55 30.6 1945 1171.55 1320/681 1665 24.1
Morepen Labs.Lt 2 U1703 90.0 5 537 23.0 0.5 - 0.8 9.9 1703 143.0 7.7 - - 20 - - 34.54 0 18.92 135.7 726 16.15 28/15 766 -
Natco Pharma 2 U1703 34.9 105 2003 494.8 28.4 6.75 0.1 27.0 1706 413.6 97.4 1706Q 413.6 34 97.4 91 51.15 0 27.05 46.4 12656 726.10 1080/495 12712 23.4
*Nectar Lifesciences 1 U1703 22.4 48 1644 55.1 2.5 0.05 0.9 5.2 1706 317.8 10.4 1706Q 317.8 -10 10.4 -16 44.35 3 3.22 36.0 623 27.80 44/24 1460 11.7
Neuland Laborat 10 U1703 8.9 243 573 32.4 36.5 - 0.9 15.0 1703 141.0 8.5 - - 16 - - 51.68 4 15.37 8.1 1098 1236.00 1680/877 1258 33.9
Novartis 5 1703 14.1 327 656 57.2 20.3 10.00 0.0 6.2 1706 114.8 7.0 1706Q 114.8 -33 7.0 -63 73.40 0 1.32 44.2 1680 597.15 758/579 865 37.2

38 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
Panacea Biotec L 1 U1703 6.1 71 530 -86.3 -14.1 - 1.9 - 1703 167.0 -25.5 - - -18 - - 74.59 35 0.08 10.3 896 146.25 178/103 1884 -
*Pfizer Ltd. 10 1703 45.7 529 1966 336.8 73.6 20.00 0.0 13.9 1706 420.9 57.2 1706Q 420.9 -16 57.2 -29 63.92 0 13.97 84.3 8303 1814.95 2055/1625 6782 26.5
Piramal Enterprises 2 1703 34.5 836 3766 776.8 45.0 21.00 0.5 5.4 1706 612.3 41.6 1706Q 612.3 -41 41.6 -84 51.42 0 31.20 95.8 46062 2669.30 3083/1378 53698 82.1
*RPG Life Sciences 8 1703 13.2 93 304 20.5 12.4 2.80 0.3 13.3 1706 76.2 0.4 1706Q 76.2 -13 0.4 -96 68.23 0 0.35 17.3 541 327.40 538/294 580 49.1
Sanofi India 10 1612 23.0 753 2369 297.0 129.0 68.00 0.0 17.1 1706 600.6 73.7 1706H 1153.5 0 133.7 -19 60.39 0 27.94 19.7 9229 4007.25 4930/3944 8670 34.9
Sequent Scientific 2 U1703 48.7 39 378 -0.0 -0.0 - 0.0 - 1706 108.1 5.5 1706Q 108.1 25 5.5 389 57.23 26 18.55 7.4 2872 117.85 151/102 2906 -
Shilpa Medicare L 1 U1703 8.0 100 733 126.6 15.8 0.60 0.1 15.9 1706 158.1 27.9 1706Q 158.1 2 27.9 16 54.74 5 31.87 14.6 4525 564.70 787/517 4589 34.7
SMS Pharmaceuticals 1 U1703 8.5 39 438 35.5 4.2 0.20 0.6 10.8 1703 93.4 14.2 - - 17 - - 67.99 11 0.17 17.3 679 80.20 115/67 850 14.2
*Strides Shasun L 10 U1703 89.5 363 2110 108.5 12.1 4.50 0.5 3.3 1706 537.1 8.9 1706Q 537.1 4 8.9 -67 31.12 17 49.39 66.1 8382 936.85 1259/849 9713 92.8
Sun Pharma. 1 U1703 239.9 89 7807 -35.0 -0.1 3.50 0.3 - 1706 1802.5 -1291.0 1706Q 1802.5 1 -1291.0 -752 54.38 4 32.59 614.5 115958 483.30 818/433 121452 -
Suven Life Sciences 1 1703 12.7 57 544 123.5 9.7 1.00 0.1 16.9 1706 141.0 29.6 1706Q 141.0 6 29.6 -9 60.00 0 7.94 64.6 2133 167.55 213/151 2184 17.7
Torrent Pharmac 5 1703 84.6* 263 4593 854.2 50.5 14.00 0.5 19.2 1706 847.0 84.0 1706Q 847.0 -36 84.0 -75 71.24 0 17.87 50.8 20768 1227.25 1768/1144 22899 34.6
TTK Healthcare Ltd. 10 1703 7.8 189 533 19.3 24.9 5.00 0.2 12.8 1706 125.4 -4.5 1706Q 125.4 -18 -4.5 -180 65.41 0 9.34 13.2 592 761.85 1110/685 532 63.9
*Unichem Labs 2 1703 18.2 124 1398 103.9 11.4 3.00 0.0 9.2 1706 310.1 1.5 1706Q 310.1 -8 1.5 -94 50.05 0 17.31 26.9 2209 243.00 320/234 2200 27.8
*Vivimed Labs 2 U1703 16.4 61 570 132.7 16.2 0.40 1.3 26.4 1706 66.4 2.4 1706Q 66.4 -8 2.4 10 36.04 84 5.38 19.8 844 102.90 137/71 1321 6.1
*Wockhardt Ltd. 5 1703 55.3 110 2298 137.1 12.4 10.00 1.6 11.2 1706 439.9 -101.6 1706Q 439.9 -28 -101.6 -722 74.15 0 6.60 127.5 6721 607.90 945/532 8339 350.0
72 PLANTATIONS - TEA AND COFFEE
IND. COMPOSITE 199 6976 574 35
Bombay Burmah 2 1703 14.0 47 260 -3.2 -0.5 1.00 0.9 - 1706 52.3 -1.7 1706Q 52.3 -20 -1.7 54 65.90 28 7.19 19.2 6268 898.30 965/453 6545 -
*CCL Products India 2 1703 26.6 41 707 98.7 7.4 2.50 0.2 18.1 1706 178.2 20.6 1706Q 178.2 3 20.6 -16 44.82 0 27.94 15.4 3685 277.00 372/229 3778 38.9
Goodricke Group 10 1703 21.6 135 680 33.1 15.3 4.00 0.0 11.4 1706 152.2 22.2 1706Q 152.2 22 22.2 55 74.00 0 0.01 14.5 538 248.95 307/176 521 13.1
McLeod Russel 5 1703 54.7 159 1485 30.5 2.8 2.00 0.4 1.8 1706 193.4 -1.7 1706Q 193.4 11 -1.7 90 49.89 28 33.50 60.3 1941 177.30 196/137 2654 42.0
Tata Coffee Ltd. 1 1703 18.7 48 779 139.2 7.5 1.56 0.1 15.5 1706 181.3 24.4 1706Q 181.3 -12 24.4 -10 57.48 0 6.80 69.9 2475 132.50 151/107 2544 18.1
Tata Global Beverage 1 1703 63.1 60 3064 276.0 4.4 2.35 0.0 7.3 1706 859.4 152.5 1706Q 859.4 5 152.5 108 34.45 5 33.62 178.7 12263 194.30 203/115 12274 34.5
73 PLASTICS - OTHERS
IND. COMPOSITE 273 13861 953 36
*Arrow Greentech 10 1703 11.7 34 31 12.9 11.0 4.50 0.0 31.9 1703 8.0 2.2 - - 32 - - 65.41 0 5.17 5.7 672 572.50 595/391 668 52.2
Astral Poly Technik 1 1703 12.0 70 1475 106.6 8.9 0.50 0.1 12.8 1706 300.1 17.3 1706Q 300.1 -5 17.3 6 59.33 5 24.64 15.6 7857 656.05 729/368 7966 73.0
Kingfa Science & Tec 10 U1703 12.1* 222 427 11.8 9.8 - 0.1 4.4 1706 126.4 3.5 1706Q 126.4 44 3.5 38 74.99 0 6.57 8.9 808 666.85 1184/615 817 63.1
*Mayur Uniquoters 5 1703 22.9 86 485 80.7 17.6 0.75 0.0 20.5 1706 140.8 25.7 1706Q 140.8 8 25.7 9 61.19 0 14.72 18.7 1632 356.55 462/315 1619 19.7
Mold-Tek Packaging 5 U1703 13.9* 47 308 27.0 9.7 3.60 0.2 20.9 1703 81.4 7.0 - - 11 - - 35.82 0 22.88 13.7 806 290.75 337/162 830 29.9
Multibase India Ltd. 10 1703 12.6 51 86 13.3 10.5 - 0.0 20.7 1703 24.9 4.1 - - 21 - - 75.00 0 0.89 7.5 575 455.65 535/241 548 43.2
*Nilkamal Ltd. 10 1703 14.9 467 1957 118.5 79.4 11.00 0.1 17.0 1706 487.6 22.4 1706Q 487.6 6 22.4 -29 64.08 0 11.26 17.1 2323 1556.75 2275/1215 2400 21.3
Plastiblends Ind 5 1703 13.0* 84 572 33.0 12.7 2.50 0.4 15.2 1703 155.4 9.1 - - 11 - - 62.06 0 2.21 10.7 676 260.00XB 333/200 765 20.4
*Responsive Industrie 1 U1703 26.7 23 1824 20.7 0.8 0.02 0.5 3.4 1706 393.6 2.9 1706Q 393.6 -16 2.9 -59 59.51 0 8.20 1.9 1076 40.30 107/40 1331 -
*Safari Indus. 10 1703 4.2 241 355 9.7 23.4 2.00 0.4 9.7 1703 94.7 3.4 - - 28 - - 61.98 0 20.08 3.1 633 1525.00 1744/855 670 65.1
*Shaily Engineering P 10 1703 8.3 127 246 15.9 19.1 5.00 0.5 15.0 1703 66.6 7.2 - - 5 - - 54.09 0 8.71 3.1 502 603.40 754/482 552 31.6
*Sintex Plastics Tech 1 1703 55.5* 7 0 -0.8 -0.0 - 0.0 - - - - - - - - - 30.63 55 26.55 212.9 6199 111.70 137/101 6199 -
Supreme Inds. 2 1703 25.4 122 4462 379.3 29.9 3.60 0.1 24.4 1706 1161.6 75.1 1706Q 1161.6 -2 75.1 -26 49.70 0 28.67 36.5 14775 1163.15 1250/780 14928 41.9
VIP Indus. 2 1703 28.3 28 1275 76.0 5.4 0.96 0.0 19.0 1706 399.8 37.8 1706Q 399.8 7 37.8 31 52.50 0 20.88 42.0 2983 211.05 217/112 2973 35.2
Wim Plast Ltd 10 1703 12.0 219 358 48.6 40.5 7.00 0.0 18.5 1703 100.9 16.1 - - -1 - - 72.58 0 5.88 6.7 1697 1414.15XB 1690/1213 1684 35.0
74 POWER - GENERATION/DISTRIBUTION
IND. COMPOSITE 44049 165028 12268 14
Adani Power Ltd. 10 1703 3856.9 12 11018 -6054.3 -15.7 - 5.4 - 1706 2682.1 -515.9 1706Q 2682.1 -7 -515.9 -9670 68.08 35 23.91 367.8 11012 28.55 46/23 35948 -
BF Utilities Ltd. 5 U1703 18.8 23 21 7.3 2.0 - 0.9 8.7 1703 2.2 -0.3 - - 19 - - 55.96 0 1.35 49.9 1226 325.55 644/313 1295 166.9
CESC Ltd. 10 1703 132.6 1005 7220 862.9 65.1 10.00 0.4 6.5 1706 2184.0 178.0 1706Q 2184.0 14 178.0 2 49.91 0 40.84 39.6 12679 956.50 1002/539 17220 14.6
Guj. Industries 10 U1703 151.3 146 1311 229.2 15.2 2.70 0.2 10.4 1706 323.4 62.9 1706Q 323.4 -9 62.9 14 58.20 0 16.31 57.2 1854 122.55 142/84 2040 7.8
GVK Power & Infrastr 1 U1703 157.9 12 28 -271.0 -1.7 - 0.1 - 1706 7.1 6.8 1706Q 7.1 5 6.8 113 54.25 0 7.25 274.0 1810 11.46 14/5 1952 -
India Power Corp 1 U1703 97.4 11 450 39.1 0.4 0.05 0.8 3.8 1706 116.7 6.3 1706Q 116.7 -10 6.3 26 68.31 0 0.12 2.2 3613 37.10 49/28 4395 -
Jaiprakash Power Ven 10 U1703 5996.0 16 2792 -760.6 -1.3 - 1.6 - 1706 995.9 -19.0 1706Q 995.9 32 -19.0 90 31.16 83 54.18 312.4 3550 5.92 9/4 15375 -
JSW Energy Ltd. 10 1703 1640.1 51 4041 194.8 1.2 0.50 0.3 2.3 1706 1122.1 51.6 1706Q 1122.1 -14 51.6 -77 74.99 48 18.24 131.0 10464 63.80 83/54 13311 -
NHPC 10 U1703 10259.3 30 7271 2795.6 2.7 1.80 0.6 9.1 1706 2327.5 862.7 1706Q 2327.5 6 862.7 1 74.50 0 14.87 779.6 30470 29.70 35/24 42979 10.9
*NLC India L 10 U1703 1528.6 116 8673 2368.8 15.5 7.34 0.2 13.4 1706 2254.0 316.1 1706Q 2254.0 20 316.1 37 89.32 0 5.04 85.0 14193 92.85 123/71 14207 5.8
NTPC 10 U1703 8266.1* 107 78273 9385.3 11.4 4.78 1.0 10.6 1706 19879.3 2618.2 1706Q 19879.3 4 2618.2 10 69.74 0 27.21 622.0 139821 169.15 179/143 221797 14.5
Orient Green Power C 10 1703 739.8 12 0 -112.4 -1.5 - 0.1 - 1706 0.0 -8.6 1706Q 0.0 -27 -8.6 49 71.51 50 6.78 29.6 621 8.39 12/8 703 -
*PTC India 10 U1703 296.0 104 14075 290.9 9.8 3.00 0.0 9.4 1706 4401.8 65.3 1706Q 4401.8 21 65.3 16 16.21 0 60.42 137.0 3394 114.65 125/67 3232 11.3
*RattanIndia Power 10 U1703 2952.9 17 1335 -320.5 -1.1 - 1.3 - 1706 482.2 -137.0 1706Q 482.2 -25 -137.0 -2856 57.48 96 16.76 136.3 1680 5.69 11/6 8900 -
Reliance Infrastruct 10 U1703 263.0 858 8772 1288.4 49.0 9.00 0.7 5.6 1706 2680.6 417.3 1706Q 2680.6 6 417.3 5 48.35 69 36.82 1073.0 12624 480.00 635/426 26812 9.6
Reliance Power L 10 U1703 2805.1 59 48 64.3 0.2 - 0.3 0.4 1706 14.0 17.1 1706Q 14.0 -54 17.1 -7 74.98 62 10.97 3436.2 11066 39.45 54/38 15743 -
SJVN Ltd. 10 U1703 4136.6 30 2469 1544.1 3.7 2.75 0.2 12.2 1706 701.8 451.4 1706Q 701.8 -5 451.4 -6 89.96 0 5.90 86.0 12782 30.90 37/26 11362 8.4
Tata Power Co. 1 1703 270.5 56 7218 283.4 1.0 1.30 0.8 1.9 1706 1926.6 188.2 1706Q 1926.6 3 188.2 28 33.02 4 50.93 285.4 21435 79.25 91/67 34019 66.0
Torrent Power Ltd. 10 1703 480.6 143 10015 432.4 9.0 2.20 1.2 6.3 1706 3047.2 197.9 1706Q 3047.2 18 197.9 546 53.56 0 23.23 119.9 10081 209.75 241/160 18009 17.5
75 POWER - TRANSMISSION/EQUIPMENT
IND. COMPOSITE 6542 45642 8056 18
Adani Transmission L 10 1703 1099.8 19 810 3.9 0.0 - 3.6 0.2 1706 124.2 3.6 1706Q 124.2 301 3.6 114 74.91 22 21.13 54.7 11971 108.85 137/34 19309 -
*GE Power India 10 1703 67.2 124 1993 0.3 0.0 - 0.0 0.0 1706 344.3 10.6 1706Q 344.3 -11 10.6 117 68.57 0 17.03 39.6 4518 672.10 747/441 3670 61.1
GE T&D India 2 1703 51.2 40 4052 -86.7 -3.4 1.80 0.5 - 1706 1209.3 61.7 1706Q 1209.3 42 61.7 131 74.99 0 14.75 46.3 9776 381.80 425/277 10222 -
Kalpataru Power 2 1703 30.7 162 4894 269.1 17.5 2.00 0.2 10.9 1706 1169.6 70.5 1706Q 1169.6 1 70.5 9 59.32 38 25.36 21.5 5475 356.80 379/208 5817 19.9
KEC International Lt 2 1703 51.4 64 7566 281.8 11.0 1.60 0.9 17.0 1706 1706.1 63.2 1706Q 1706.1 14 63.2 113 50.86 0 30.86 72.9 7627 296.65 318/111 8923 24.2
Power Grid Corpo 10 U1703 5231.6 96 25717 7520.1 14.4 4.35 2.4 15.0 1706 7181.4 2052.4 1706Q 7181.4 17 2052.4 14 57.89 0 35.30 657.1 115069 219.95 226/167 214855 14.8
*Voltamp Transformers 10 1703 10.1 531 609 68.0 67.2 15.00 0.0 12.6 1706 130.4 14.5 1706Q 130.4 13 14.5 59 47.48 0 36.09 13.9 1104 1091.15 1367/751 1100 15.0
76 PROJECT CONSULTANCY/TURNKEY
IND. COMPOSITE 1675 5481 242 32
Engineers India 5 U1703 336.9 47 1449 325.0 4.8 3.00 0.0 10.3 1706 375.4 81.4 1706Q 375.4 10 81.4 1 57.01 0 26.57 194.1 10273 152.45XB 176/118 7704 31.5
OM Metals Infraproje 1 U1703 9.6 60 231 13.0 1.3 0.20 0.1 2.2 1703 66.2 1.3 - - 39 - - 70.73 0 3.93 11.0 526 54.65 64/38 537 40.6

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 39


Databank Updated Information Updated as on August 24, 2017

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

(24/08/17)
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
*Power Mech Projects 10 U1703 14.7 419 1291 63.7 43.3 1.00 0.4 10.3 1706 322.3 15.7 1706Q 322.3 0 15.7 -6 65.05 0 19.88 18.5 796 541.00 625/390 928 12.7
*Reliance Ind.Inf 10 1703 15.1 207 93 16.4 10.9 3.50 0.0 5.2 1706 24.2 1.8 1706Q 24.2 5 1.8 -39 45.43 0 0.50 83.1 622 412.15 523/337 619 40.9
Sadbhav Infrastructu 10 U1703 352.2 37 285 41.2 1.2 - 0.9 3.2 1706 81.6 7.3 1706Q 81.6 -16 7.3 -30 69.28 14 11.42 6.9 3561 101.10 120/81 4726 93.7
*Shriram EPC Ltd. 10 1703 939.4 17 520 -231.7 -2.5 - 0.5 - 1703 211.8 -65.5 - - -13 - - 29.74 30 67.64 17.2 1930 20.55 41/20 2711 -
SPML Infra 2 U1703 7.3 134 1611 14.4 3.9 - 1.4 2.9 1703 474.9 11.4 - - 33 - - 59.64 79 0.03 6.2 590 160.85 186/49 1182 41.1
77 REFINERIES
IND. COMPOSITE 10450 820007 38028 11
Bharat Petroleum 10 U1703 2169.3* 138 202211 8039.3 37.1 32.50 0.5 26.9 1706 57125.8 744.6 1706Q 57125.8 22 744.6 -72 54.93 0 29.21 132.5 110231 508.15XB 530/376 121873 17.9
*Chennai Petro. 10 1703 148.9 223 27692 1029.8 69.2 21.00 1.7 31.1 1706 6694.1 33.5 1706Q 6694.1 4 33.5 -93 67.28 0 20.11 63.9 6183 415.20 428/231 10664 10.4
Hind. Petrol 10 U1703 1523.8* 120 187024 6208.8 40.7 30.00 0.8 33.8 1706 53468.5 924.8 1706Q 53468.5 19 924.8 -56 51.11 0 26.94 169.4 71018 466.05XB 471/254 85520 14.1
*Indian Oil Corp 10 1703 4855.9 206 359873 19106.4 39.3 19.00 0.5 19.1 1706 105434.2 4548.5 1706Q 105434.2 22 4548.5 -45 57.33 0 17.23 225.4 207881 428.10XB 451/272 258180 13.5
Mangalore Refine 10 1703 1752.6 57 43208 3643.7 20.8 6.00 0.7 36.2 1706 10262.4 234.0 1706Q 10262.4 22 234.0 -68 88.58 0 4.81 425.0 21907 125.00 143/76 26410 6.9
78 RETAIL
IND. COMPOSITE 1762 50570 1243 95
*Aditya Birla Fashion 10 1703 771.5 12 6603 53.5 0.7 - 2.1 5.6 1706 1760.0 -20.0 1706Q 1760.0 25 -20.0 4 59.25 0 26.31 166.3 13023 168.80 189/127 15010 -
*Avenue Supermarts 10 1703 624.1 61 11881 482.6 7.7 - 0.3 12.6 1706 3598.1 174.8 1706Q 3598.1 - 174.8 - 82.20 0 7.52 126.0 62062 994.45 1018/559 61284 -
*Future Enterprises 2 1703 94.6* 81 3782 43.6 0.9 - 1.3 1.1 1706 1041.4 -45.5 1706Q 1041.4 13 -45.5 -114 46.55 69 5.54 48.5 2071 43.80 45/14 6977 -
*Future Lifestyle 2 1703 38.0 88 3877 45.7 2.4 0.80 0.3 2.7 1703 987.4 18.9 - - 18 - - 60.41 57 21.06 41.3 6971 366.65 389/109 7424 152.6
*Future Retail L 2 1703 98.0 52 17075 368.3 7.5 - 0.4 14.4 1706 4704.9 147.8 1706Q 4704.9 18 147.8 110 47.72 52 21.47 43.0 24718 504.65 518/116 25641 55.5
*Kewal Kiran Clothing 10 1703 12.3 291 492 85.3 69.2 19.00 0.1 23.8 1706 78.4 8.2 1706Q 78.4 -28 8.2 -35 74.21 0 20.90 4.3 2011 1632.00 1993/1575 1988 24.9
*Shoppers Stop 5 1703 41.8 91 3648 -19.9 -2.4 0.75 0.5 - 1706 941.1 -3.7 1706Q 941.1 22 -3.7 73 67.09 100 17.79 8.0 2973 356.05 406/265 3381 -
Trent Ltd. 1 1703 33.2 46 1738 106.9 3.2 1.00 0.2 6.9 1706 499.2 38.2 1706Q 499.2 24 38.2 64 32.61 0 38.65 44.7 9659 290.65 300/177 9924 79.4
V Mart Retail 10 U1703 18.1 149 1002 39.5 21.8 1.25 0.1 14.6 1706 315.1 22.4 1706Q 315.1 39 22.4 144 54.39 0 30.16 3.7 2595 1433.70 1548/440 2617 49.2
V2 Retail 10 U1703 30.9 107 471 37.3 12.0 - 0.1 11.3 1703 107.2 -1.8 - - 51 - - 52.71 76 2.21 17.1 1202 388.80 395/67 1242 32.3
79 RUBBER
IND. COMPOSITE 44 947 64 26
*Apcotex Industries L 5 1703 10.4 99 390 19.1 9.2 4.50 0.1 9.3 1706 132.1 5.2 1706Q 132.1 116 5.2 15 57.91 0 0.18 22.6 791 381.45 442/282 807 47.5
Indag Rubber 2 1703 5.3 65 184 22.0 8.4 2.40 0.0 12.8 1706 34.4 1.5 1706Q 34.4 -30 1.5 -74 74.75 0 0.22 6.8 473 180.25 235/158 468 26.6
Vikas Ecotech L 1 U1703 28.0 3 372 23.2 0.8 0.05 1.4 25.2 1706 115.1 8.7 1706Q 115.1 14 8.7 -5 39.52 0 1.40 27.7 554 19.80 25/12 641 -
80 SERVICES - OTHERS
IND. COMPOSITE 530 10954 891 63
BLS International Se 1 U1703 10.2 2 24 3.1 0.3 0.35 0.1 18.0 1706 11.8 2.4 1706Q 11.8 132 2.4 529 74.24 0 0.00 2.9 2218 216.50 229/97 2217 -
*CARE Ratings 10 1703 29.5 169 280 151.5 51.4 18.00 0.0 30.4 1706 61.4 35.5 1706Q 61.4 7 35.5 44 0.00 0 67.63 45.3 4286 1455.45 1800/1139 4275 26.4
Central Depository 10 1703 104.5* 44 122 67.8 6.5 2.50 0.0 14.7 1706 32.5 19.3 1706Q 32.5 25 19.3 38 - 0 0.00 - 3459 331.00 486/243 3447 -
CL Educate 10 1703 14.2 256 148 7.2 5.1 - 0.1 2.0 1703 37.3 2.3 - - - - - 47.87 0 27.13 33.5 550 388.60 474/350 372 -
Crisil 1 1612 7.1 100 1130 255.7 35.8 27.00 0.0 35.8 1706 292.6 55.4 1706H 593.8 14 117.7 1 67.03 0 17.25 25.4 13211 1851.40 2490/1785 13185 51.1
ICRA Ltd. 10 1703 9.9 458 211 83.3 84.1 27.00 0.0 18.4 1706 51.1 23.8 1706Q 51.1 9 23.8 -14 50.54 0 38.40 14.5 3844 3881.50 4448/3520 3661 45.7
Infibeam Incorp 10 U1703 54.3 130 53 0.2 0.0 - 0.0 0.0 1706 18.4 4.6 1706Q 18.4 70 4.6 -78 44.52 5 8.05 5.4 7788 1434.75 1504/770 7327 -
Just Dial 10 U1703 70.6* 95 719 121.3 17.2 - 0.0 18.0 1706 190.0 38.2 1706Q 190.0 8 38.2 -2 33.16 1 40.40 50.5 2554 361.80 619/318 2521 21.2
Quess Corp 10 1703 126.8 62 3361 90.2 7.1 - 0.7 11.4 1706 896.9 25.3 1706Q 896.9 11 25.3 19 88.94 0 5.79 19.5 10443 823.65 1068/514 10595 110.9
*S Chand & Company 5 U1703 17.3 152 301 27.1 7.8 1.25 0.2 5.1 1706 29.4 -7.9 1706Q 29.4 86 -7.9 27 46.69 0 21.60 70.4 1643 473.45 707/425 1713 54.7
Security and Intelli 10 1703 68.7 25 1615 26.6 3.9 - 2.7 15.5 - - - - - - - - - 0 0.00 - 5266 766.50 878/708 5616 -
TeamLease Service 10 1703 17.1 216 2991 56.6 33.1 - 0.0 15.3 1706 828.4 17.1 1706Q 828.4 20 17.1 134 43.47 0 35.44 5.2 2542 1487.00 1587/828 2386 38.3
81 SHIP - DOCKS/BREAKING/REPAIRS
IND. COMPOSITE 1357 3262 39 23
Cochin Shipyard 10 1703 135.9* 151 2059 312.2 23.0 7.65 0.1 15.2 - - - - - - - - 0.00 0 14.76 0.0 6986 513.95 575/435 5118 -
Gujarat Pipavav Port 10 1703 483.4 42 683 249.9 5.2 3.90 0.0 12.4 1706 169.1 55.7 1706Q 169.1 1 55.7 -7 43.00 0 50.02 51.9 6285 130.00 197/121 5932 25.6
*Reliance Def.& Eng. 10 1703 737.6 16 519 -523.4 -7.1 - 7.1 - 1706 164.7 -230.4 1706Q 164.7 134 -230.4 -71 30.70 100 14.86 135.1 3898 52.85 71/48 12118 -
82 SHIPPING
IND. COMPOSITE 846 6185 622 15
Essar Shipping 10 U1703 207.0 218 664 -119.3 -5.8 - 0.6 - 1706 169.7 -57.8 1706Q 169.7 -3 -57.8 -15 74.36 100 5.44 88.5 529 25.55 37/23 3436 -
Great Eastern 10 1703 150.8 342 1704 601.4 39.9 3.60 0.8 11.7 1706 464.8 72.3 1706Q 464.8 14 72.3 -30 30.20 0 42.31 71.3 5855 388.35 477/337 7576 10.3
*Shipping Corpn. 10 U1703 465.8 151 3447 135.5 2.9 - 0.7 1.9 1706 864.8 -6.7 1706Q 864.8 3 -6.7 -112 63.74 0 22.44 153.5 4397 94.40 96/56 7709 60.4
Shreyas Shipping & L 10 1703 22.0 107 370 4.1 1.9 1.00 0.6 1.7 1706 117.9 19.2 1706Q 117.9 38 19.2 295 73.24 0 1.11 15.4 868 395.30 410/193 1007 47.2
83 SUGAR
IND. COMPOSITE 454 32420 2162 8
*Avadh Sugar & Energy 10 1703 10.0 327 1873 209.6 209.4 - 3.7 64.1 1706 585.8 33.8 1706Q 585.8 35 33.8 10 - 0 0.00 - 669 668.10 740/420 1794 -
*Bajaj HindusthanSuga 1 1703 113.4 35 4385 7.4 0.1 - 1.4 0.2 1706 1651.0 -25.1 1706Q 1651.0 30 -25.1 68 26.01 100 43.57 144.5 1689 14.90 19/13 7310 -
*Balrampur Chini 1 1703 23.5 66 3460 592.3 25.2 3.50 1.1 38.4 1706 1078.3 120.0 1706Q 1078.3 30 120.0 8 40.94 0 34.50 76.7 3895 165.75 181/99 5594 6.5
*Bannari Amman Su 10 U1703 12.5 850 1752 145.2 115.8 12.50 1.5 13.6 1706 348.3 5.4 1706Q 348.3 -2 5.4 -73 58.69 0 0.19 7.0 2336 1862.85 2325/1721 3705 18.2
*Dalmia Bharat Sugar 2 1703 16.2 85 1686 183.4 22.7 2.00 1.6 26.4 1706 638.1 55.1 1706Q 638.1 80 55.1 14 74.91 0 3.21 20.5 1289 159.25 202/93 2369 6.8
*DCM Shriram In 10 1703 17.4 203 1496 120.5 69.3 10.00 1.0 34.2 1706 472.2 32.6 1706Q 472.2 22 32.6 -1 44.51 0 7.69 77.7 556 319.30 385/186 912 4.6
*Dhampur Sugar 10 1703 66.4 100 2534 243.0 36.6 6.00 2.7 25.4 1706 832.4 64.5 1706Q 832.4 69 64.5 90 49.08 1 4.01 40.8 1715 258.30 289/96 3499 6.3
Dwarikesh Sugar 1 1703 18.8* 15 1190 158.5 8.4 - 1.7 55.5 1706 491.2 59.3 1706Q 491.2 72 59.3 86 41.86 0 4.90 12.3 1173 62.30 76/21 1633 6.3
EID Parry 1 1703 17.7 84 2365 283.6 16.0 4.00 0.5 19.2 1706 493.3 -18.4 1706Q 493.3 -11 -18.4 -172 44.97 0 15.78 50.3 5578 315.20 354/222 6322 23.2
*Shree Renuka Sugars 1 U1703 94.5 12 7772 -123.9 -1.3 - 2.6 - 1706 1592.1 -92.2 1706Q 1592.1 -1 -92.2 -2981 54.46 48 6.75 193.3 1635 17.30 22/11 4884 -
*Triveni Eng.&Ind.Ltd 1 U1703 25.8 32 2825 233.6 9.1 - 2.6 27.9 1706 802.6 58.2 1706Q 802.6 34 58.2 36 68.21 0 7.59 37.2 2378 92.20 108/47 3931 9.6
Uttam Sugar Mills 10 U1703 38.1 14 1083 109.3 28.7 - -11.0 80.0 1703 413.7 61.9 - - 256 - - 74.99 33 0.22 16.9 683 179.20 209/40 1187 6.3
84 TELECOMMUNICATIONS - EQUIPMENT
IND. COMPOSITE 4931 4600 132 20
Goldstone Infratech 4 U1703 14.4 26 105 6.0 1.7 - 0.6 6.5 1703 34.0 2.8 - - 18 - - 50.85 0 0.27 10.3 494 137.05 144/21 535 82.3
GTL Infrastructure 10 U1703 4152.3 3 952 -302.1 -0.7 - -38.6 - 1706 257.9 -7.5 1706Q 257.9 11 -7.5 94 15.14 100 69.53 176.3 2844 6.85 9/2 7498 -
*Himachal F. Comm 1 U1703 123.9 9 2015 123.7 1.0 - 0.5 10.6 1706 836.0 25.6 1706Q 836.0 66 25.6 -44 38.30 51 10.86 233.6 2138 17.25 19/11 2454 -
ITI 10 U1703 640.0* -24 1528 304.9 4.8 - -0.8 36.4 1703 700.1 168.7 - - 16 - - 94.85 0 0.24 36.8 5856 91.50 118/26 6874 19.2

40 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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

(24/08/17)
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
85 TEXTILES
IND. COMPOSITE 2318 71870 4885 20
*Ambika Cotton Mi 10 U1703 5.7 682 529 55.6 97.2 10.00 0.1 14.2 1706 137.7 14.4 1706Q 137.7 10 14.4 15 49.99 0 4.82 10.1 777 1357.70 1430/765 792 13.5
Arvind Ltd. 10 1703 258.5 125 5956 270.9 10.5 2.40 0.9 8.3 1706 1613.4 73.3 1706Q 1613.4 10 73.3 -16 42.93 5 39.19 186.0 9397 363.50 427/304 12250 36.6
Ashapura Intimates F 10 U1703 19.9 39 228 15.6 7.9 - 0.5 20.2 1703 78.0 5.7 - - 9 - - 66.37 8 3.38 2.8 792 398.55 481/327 823 51.0
Atlas Jewellery 10 U1703 100.7 15 9 -9.3 -0.9 - 0.0 - 1703 1.6 -6.9 - - -40 - - 51.30 0 0.00 5.3 674 67.00 92/16 674 -
Binny Ltd. 5 1603 11.2 27 0 -8.7 -3.9 - 2.1 - 1612 0.0 -1.2 1612N 455.2 23201 307.7 4609 70.03 73 3.73 10.0 521 233.65 375/72 529 -
Bombay Dyeing 2 1703 41.3 20 1710 41.7 2.0 0.70 5.5 3.3 1706 592.4 -32.7 1706Q 592.4 36 -32.7 28 53.67 1 10.58 100.7 1753 84.90 93/41 3819 32.2
*Bombay Rayon Fashion 10 U1703 298.2 90 3877 -151.2 -5.1 - 2.0 - 1706 1027.8 -5.3 1706Q 1027.8 1 -5.3 -174 41.77 27 54.96 7.2 4215 141.35 172/118 9422 -
Century Enka 10 1703 21.9 391 1185 91.0 41.6 7.50 0.0 10.6 1706 337.5 6.1 1706Q 337.5 28 6.1 -73 25.25 0 14.01 48.2 691 316.20 454/225 726 9.3
*Cheviot Co Ltd 10 1703 4.5 795 390 45.6 101.0 - 0.0 9.9 1703 106.1 12.7 - - 16 - - 74.99 0 0.16 8.2 569 1261.60 1418/749 571 12.5
*Dollar Industries 10 1703 10.8* 137 822 26.4 24.3 1.50 1.4 17.7 1706 239.4 12.5 1706Q 239.4 -2 12.5 52 - 0 0.00 - 2463 2271.25 2470/1314 2658 51.6
Filatex India 10 U1703 43.5 57 1551 41.2 9.5 - 2.3 16.5 1706 430.4 14.3 1706Q 430.4 23 14.3 51 57.98 43 4.99 6.1 597 137.15 166/60 1029 13.0
*Forbes & Company Ltd 10 1703 12.9 187 283 96.6 74.9 - 0.6 40.0 1706 73.3 6.5 1706Q 73.3 44 6.5 -63 73.85 0 11.63 11.9 1973 1529.45 2695/1308 2105 23.1
*Ganesha Ecosphere 10 U1703 19.2 120 674 29.9 15.6 - 0.6 13.0 1706 193.2 8.9 1706Q 193.2 26 8.9 52 45.34 26 8.20 13.0 650 339.00 409/163 765 19.7
*Garware-Wall Rop 10 1703 21.9 205 865 83.3 38.1 3.50 0.2 18.5 1703 215.5 19.6 - - 2 - - 50.68 0 5.82 16.2 1891 864.20 994/468 1864 22.7
Gloster L 10 U1703 10.5* 114 504 45.8 43.8 7.50 0.9 12.6 1703 133.4 6.0 - - 23 - - 66.70 0 22.16 3.5 565 539.90XB 624/295 642 12.3
*Himatsingka Seid 5 U1703 49.2 103 1398 176.8 18.0 2.50 0.8 17.4 1706 431.6 50.6 1706Q 431.6 53 50.6 10 57.21 10 19.55 24.7 3063 311.05 400/241 3613 16.9
Indian Terrain Fashi 2 U1703 7.6 50 400 27.6 7.3 - 0.3 14.6 1703 117.7 10.1 - - 23 - - 29.21 69 35.13 11.3 748 197.25 218/125 724 27.1
*Indo Count Inds. 2 1703 39.5 42 1990 228.0 11.6 0.40 0.3 27.6 1706 431.8 32.0 1706Q 431.8 -12 32.0 -47 58.93 0 18.96 41.4 2165 109.70 210/96 2415 10.8
*JBF Industries 10 U1703 81.9 201 3913 35.6 4.4 1.00 0.9 2.2 1706 968.0 -12.7 1706Q 968.0 3 -12.7 -229 43.17 86 16.95 24.4 1251 152.85 326/136 2282 95.3
Jindal Worldwide 10 U1703 20.1 139 1158 66.6 33.2 - 1.5 23.9 1703 369.6 24.0 - - 10 - - 61.04 22 0.01 1.9 1707 851.05 994/147 2003 25.6
Kitex Garments 1 1703 6.7* 69 546 92.5 13.9 0.75 0.0 20.3 1706 130.1 18.0 1706Q 130.1 9 18.0 -14 54.24 0 4.91 33.2 1512 227.35XB 384/216 1381 16.9
*KPR Mill Ltd. 5 1703 36.9 151 2219 238.4 32.3 0.75 0.4 21.3 1706 555.6 46.2 1706Q 555.6 6 46.2 2 74.89 0 15.71 16.2 5538 749.50 882/500 5930 23.1
*Lux Industries 2 1703 5.1 96 972 62.8 24.9 1.40 1.2 26.0 1703 284.9 19.6 - - 3 - - 73.71 0 1.88 5.6 3196 1265.40 1289/576 3413 50.8
Monte Carlo Fashions 10 U1703 21.7 225 584 42.3 19.5 10.00 0.1 8.7 1706 66.1 5.2 1706Q 66.1 -13 5.2 155 64.69 0 6.77 40.2 993 457.00 640/370 981 21.8
Nandan Denim 10 U1703 48.0 78 1220 56.7 11.8 - 1.5 15.2 1706 423.7 16.3 1706Q 423.7 41 16.3 2 58.43 4 10.39 32.1 668 139.10 162/105 1068 11.7
*Nitin Spinners 10 1703 45.8 56 933 57.2 12.5 1.20 1.9 22.3 1706 287.2 12.7 1706Q 287.2 48 12.7 4 64.28 0 0.93 17.2 544 118.65 145/61 1039 9.4
Page Industries Ltd. 10 1703 11.2 597 2130 266.3 238.7 97.00 0.1 40.0 1706 696.2 85.3 1706Q 696.2 22 85.3 26 49.00 0 41.62 36.5 19207 17219.85 18049/12360 19253 67.7
PDS Multi. Fashions 10 U1703 26.0 40 13 0.5 0.2 - 0.2 0.5 1703 3.8 0.3 - - -57 - - 66.64 0 8.59 17.4 656 251.70 259/131 675 -
*Rajapalayam Mill 10 1703 7.4 335 407 35.9 48.7 4.00 0.9 14.6 1706 101.6 4.5 1706Q 101.6 3 4.5 50 53.16 28 0.83 5.2 701 951.00 1042/444 933 18.7
*Raymond Ltd 10 1703 61.4 199 2822 33.8 5.5 3.00 1.1 2.8 1706 595.4 -6.7 1706Q 595.4 10 -6.7 41 42.55 0 27.42 106.6 4498 732.80 840/401 5745 116.9
RSWM Ltd. 10 U1703 23.6 256 2987 101.0 42.9 12.50 2.1 16.7 1706 705.6 -5.9 1706Q 705.6 -2 -5.9 -117 50.90 0 14.67 15.8 753 319.85 510/313 1791 12.7
Ruby Mills 5 U1703 8.4 243 202 37.6 22.5 1.75 1.0 9.3 1703 53.9 14.9 - - -1 - - 74.90 0 0.06 6.8 530 317.00 518/285 864 14.1
*Rupa & Company L 1 1703 8.0 56 1084 77.1 9.7 2.75 0.2 17.4 1706 163.5 9.3 1706Q 163.5 -26 9.3 -40 73.28 0 0.95 7.7 3765 473.40 590/244 3835 53.0
S P Apparels Ltd. 10 1703 25.2 152 623 56.5 22.5 0.50 0.4 14.8 1706 144.5 10.5 1706Q 144.5 -11 10.5 -21 60.15 0 12.81 12.2 975 387.45 482/277 1091 18.1
Sangam India Ltd 10 U1703 39.4 125 1594 54.6 13.9 2.00 1.3 11.1 1703 412.7 19.6 - - 5 - - 47.35 0 14.44 6.8 982 249.05 325/225 1561 18.0
*Shiva Texyarn Ltd. 10 U1703 21.6 83 559 20.2 9.3 - 1.3 11.3 1706 122.7 6.0 1706Q 122.7 3 6.0 42 74.93 0 0.02 9.2 788 364.90 410/130 984 35.9
*Sintex Industrie 1 1703 55.5 70 1430 127.5 2.3 0.25 1.0 3.3 1706 449.2 28.1 1706Q 449.2 115 28.1 858 30.63 55 24.66 270.5 1668 30.05 121/18 4919 5.0
*Siyaram Silk 10 1703 9.4 636 1574 91.0 97.1 15.00 0.4 15.3 1706 320.6 10.4 1706Q 320.6 14 10.4 3 67.06 0 9.92 10.8 1836 1958.25 2499/1135 2098 19.4
SRF Ltd. 10 1703 57.4 548 3883 418.8 72.9 12.00 0.4 13.3 1706 1036.5 88.5 1706Q 1036.5 5 88.5 -26 52.37 0 29.04 54.8 8325 1449.90 1970/1352 9578 22.4
*Sutlej Textiles & In 10 1703 16.4 498 2250 157.9 96.4 13.00 1.2 19.4 1706 652.0 23.6 1706Q 652.0 18 23.6 -48 63.89 7 1.10 7.4 1395 851.60 988/650 2335 10.2
SVP Global Ventures 10 U1703 12.7 77 6 0.2 0.1 - 0.2 0.2 1703 5.1 0.1 - - -97 - - 67.57 0 0.11 1.4 533 421.00 514/98 541 -
Swan Energy Ltd. 1 U1703 24.4 18 337 1.7 0.1 0.07 0.3 0.4 1703 98.6 1.2 - - -2 - - 64.89 34 11.41 11.8 3172 129.85 213/59 3288 -
*Trident Ltd. 10 U1703 509.6 40 4687 337.0 6.6 1.50 1.8 16.7 1706 1168.4 88.9 1706Q 1168.4 0 88.9 13 67.76 0 3.59 82.8 4413 86.60 92/45 7367 12.7
Vardhman Textiles Lt 10 U1703 57.4 810 5728 1001.6 174.5 15.00 0.5 21.5 1706 1479.8 139.3 1706Q 1479.8 4 139.3 -7 62.13 0 22.31 22.1 6772 1180.00 1440/955 8449 6.8
Welspun India 1 U1703 100.5 22 5639 306.5 3.1 0.65 1.1 14.0 1706 1310.1 87.8 1706Q 1310.1 -5 87.8 -52 73.48 0 13.40 64.5 7279 72.45 100/46 9360 34.3
86 TRADING
IND. COMPOSITE 587 36315 550 38
*Adani Enterprises Lt 1 1703 110.0 34 8595 221.6 2.0 0.40 1.8 5.9 1706 3023.8 23.0 1706Q 3023.8 41 23.0 -88 74.91 18 21.01 82.0 12026 109.35 161/58 18425 -
*Coffee Day Enterpris 10 U1703 206.0 88 96 -79.6 -3.9 - 0.3 - 1706 25.7 -16.9 1706Q 25.7 161 -16.9 38 52.62 58 6.37 53.7 4941 239.85 277/191 5407 -
Control Print Ltd. 10 U1703 15.7 94 147 26.1 16.6 6.00 0.1 17.6 1706 45.0 8.6 1706Q 45.0 33 8.6 28 55.90 0 11.26 12.5 617 393.90 429/225 629 22.1
*India Motor Part 10 1703 8.3 305 519 27.3 32.8 11.00 0.0 10.8 1706 123.8 6.1 1706Q 123.8 -10 6.1 -8 30.71 0 8.38 7.1 664 797.85 950/720 662 24.8
KRBL Ltd. 1 U1703 23.5 84 3148 401.1 17.0 2.10 0.7 20.2 1706 872.0 112.7 1706Q 872.0 9 112.7 39 58.81 0 7.00 22.0 10715 455.20 480/218 11789 24.7
*LT Foods Ltd. 1 U1703 26.7 13 2076 30.1 1.1 0.15 2.5 8.4 1706 450.4 8.7 1706Q 450.4 7 8.7 40 67.15 9 3.29 30.7 1715 64.30 85/21 2539 52.5
*MMTC Ltd. 1 U1703 100.0 14 11708 57.1 0.6 0.30 0.2 4.0 1706 6320.1 18.1 1706Q 6320.1 127 18.1 359 89.92 0 5.95 89.8 5565 55.65 74/40 5758 -
*Shankara Building Pr 10 1703 22.8 127 1976 20.7 9.1 2.75 0.5 7.1 1706 505.3 8.4 1706Q 505.3 5 8.4 90 56.20 0 23.70 13.2 2635 1153.15 1207/545 2725 106.8
State Trading 10 U1703 60.0 1 8049 -165.5 -27.6 - 8.4 - 1703 2885.3 8.0 - - -49 - - 90.00 0 1.96 28.3 929 154.75 251/102 2358 -
Uniphos Enterprises 2 1703 13.9 22 0 11.3 1.6 - 0.0 3.8 1706 0.0 -0.3 1706Q 0.0 -43 -0.3 42 72.19 0 13.87 12.9 610 87.65 99/52 609 53.2
87 TRANSPORT
IND. COMPOSITE 598 11108 1174 31
Agarwal Industrial C 10 U1703 10.2 60 297 8.9 8.8 1.50 0.8 14.6 1703 128.1 3.3 - - 29 - - 59.91 0 0.31 2.3 589 580.00 792/161 623 66.7
Container Corpor 10 U1703 243.7* 333 5606 858.0 35.2 17.10 0.0 10.6 1706 1456.8 243.4 1706Q 1456.8 9 243.4 36 54.79 0 41.46 51.1 30896 1267.70XB 1306/844 30096 33.5
*IL&FS Transportation 10 1703 329.0 86 3401 236.4 7.2 2.00 3.7 8.3 1706 749.2 24.8 1706Q 749.2 -41 24.8 39 73.21 71 7.29 54.8 2619 79.60 125/67 12091 10.8
TCI Ltd. 2 1703 15.3 76 1804 70.3 9.2 1.10 0.6 12.1 1706 496.9 17.6 1706Q 496.9 16 17.6 17 66.11 0 11.19 32.0 2103 274.65 375/144 2452 28.9
88 TYRES AND TUBES
IND. COMPOSITE 191 41064 3947 18
*Apollo Tyres 1 1703 50.9 105 8934 802.8 15.8 3.00 0.3 15.1 1706 2308.5 67.1 1706Q 2308.5 2 67.1 -72 44.14 16 38.34 130.9 13062 256.60 288/171 14540 20.6
*Balkrishna Ind. 2 1703 19.3 367 3731 715.1 74.0 8.00 0.2 20.1 1706 1012.8 153.1 1706Q 1012.8 9 153.1 3 54.36 0 31.86 17.3 15209 1573.50 1750/740 15963 21.1
Ceat Ltd. 10 1703 40.5 570 5702 362.7 89.7 11.50 0.3 15.7 1706 1451.1 19.8 1706Q 1451.1 -0 19.8 -79 50.76 0 33.49 60.3 6675 1650.20 1948/851 7419 23.3
Goodyear India 10 1703 23.1 307 1512 127.4 55.2 12.00 0.0 18.0 1706 468.2 28.4 1706Q 468.2 13 28.4 -31 73.99 0 7.00 31.5 1875 812.75 945/530 1679 16.4
JK Tyre & Industries 2 1703 45.4 74 5979 332.1 14.6 2.50 1.9 19.8 1706 1313.4 -65.9 1706Q 1313.4 -11 -65.9 -165 52.34 0 14.19 100.4 3264 143.90 187/106 6328 19.7
MRF Ltd 10 1703 4.2 20147 13246 1451.1 3421.4 57.00 0.2 17.0 1706 3566.6 106.5 1706Q 3566.6 2 106.5 -78 27.39 0 20.52 44.6 26758 63090.50 74100/35729 28295 25.1
*TVS Srichakra Lt 10 1703 7.7 751 1960 155.3 202.9 50.70 0.5 27.0 1706 539.3 17.8 1706Q 539.3 5 17.8 -62 45.36 0 5.81 26.1 2543 3321.40 4304/2498 2834 20.1

DSIJ.in SEPT 4 - 17, 2017 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
532628 3i Infotech 23 08/30/17 3IINFOTECH 540649 Avadh Sugar & Energy 83 - AVADHSUGAR 500040 Century Textiles 29 08/01/17 CENTURYTEX 523754 EPC Industrie Ltd. 62 07/26/16 -
523395 3M India Ltd. 29 08/05/17 3MINDIA 512573 Avanti Feeds Lim 4 08/07/17 AVANTIFEED 532443 Cera Sanitaryware L 18 07/12/17 CERA 539844 Equitas Holdings Ltd 45 06/24/17 EQUITAS
512161 8K Miles Software 23 09/08/16 8KMILES 540376 Avenue Supermarts 78 08/31/17 DMART 532413 Cerebra Integrat 22 08/21/17 CEREBRAINT 540596 Eris Lifesciences 71 - ERIS
533292 A2Z Infra Engineer 36 09/17/16 A2ZINFRA 519105 AVT Natural Prod 31 08/04/17 AVTNPL 500084 CESC Ltd. 74 07/21/17 CESC 533261 Eros International M 38 09/22/16 EROSMEDIA
524348 Aarti Drugs Ltd 71 08/11/17 AARTIDRUGS 532215 Axis Bank Ltd. 42 07/08/17 AXISBANK 500093 CG Power and Indust 32 08/19/16 CGPOWER 500133 Esab India 36 07/28/17 ESABINDIA
524208 Aarti Ind. Ltd 19 09/23/16 AARTIIND 532395 AXISCADES Engineer 23 08/28/15 AXISCADES 500085 Chambal Fertilis 41 08/29/17 CHAMBLFERT 500495 Escorts Ltd. 9 09/09/17 ESCORTS
523204 Aban Offshore 65 09/04/17 ABAN 532719 B L Kashyap & Sons 24 09/22/17 BLKASHYAP 500110 Chennai Petro. 77 08/18/17 CHENNPETRO 533704 Essar Shipping 82 08/04/16 ESSARSHPNG
500002 ABB India 32 05/03/17 ABB 532977 Bajaj Auto Ltd. 5 07/08/17 BAJAJ-AUTO 526817 Cheviot Co Ltd 85 08/19/17 - 500135 Essel Propack Ltd. 66 06/23/15 ESSELPACK
500488 Abbott India Ltd. 71 07/12/17 ABBOTINDIA 533229 Bajaj Corp Ltd. 39 07/12/17 BAJAJCORP 511243 Cholamandalam Invest 45 07/21/17 CHOLAFIN 531508 Eveready Industr 25 08/01/17 EVEREADY
505665 ABC Bearings Ltd. 10 08/07/15 - 500031 Bajaj Electrical 25 07/29/17 BAJAJELEC 534758 Cigniti Technologies 23 06/24/17 CIGNITITEC 508906 Everest Industries L 17 07/19/17 EVERESTIND
500410 ACC 16 03/20/17 ACC 500034 Bajaj Finance L 45 07/08/17 BAJFINANCE 500087 Cipla 71 07/28/17 CIPLA 532511 Excel Crop Care Ltd. 69 07/15/17 EXCELCROP
532268 Accelya Kale Solut 23 09/28/16 ACCELYA 532978 Bajaj Finserv Ltd. 45 07/08/17 BAJAJFINSV 532210 City Union Bank 42 08/17/17 CUB 500650 Excel Industries 69 07/28/17 EXCELINDUS
532762 Action Construction 37 09/22/17 ACE 500032 Bajaj HindusthanSuga 83 09/09/17 BAJAJHIND 540403 CL Educate 80 08/18/17 CLEDUCATE 500086 Exide Inds. 6 07/21/17 EXIDEIND
512599 Adani Enterprises Lt 86 08/02/17 ADANIENT 500490 Bajaj Holdings & Inv 45 07/08/17 BAJAJHLDNG 506390 Clariant Chemicals ( 30 08/05/17 CLNINDIA 530117 Fairchem Speciality 19 08/05/17 FAIRCHEM
532921 Adani Ports & Speci 62 08/02/17 ADANIPORTS 530999 Balaji Amines Li 19 07/22/17 BALAMINES 533288 Claris Lifesciences 71 09/13/17 - 531599 FDC Ltd. 71 08/10/17 FDC
533096 Adani Power Ltd. 74 08/03/17 ADANIPOWER 532382 Balaji Telefilms Ltd 38 08/25/17 BALAJITELE 533278 Coal India Ltd. 61 09/12/16 COALINDIA 500469 Federal Bank 42 07/05/17 FEDERALBNK
539254 Adani Transmission L 75 08/03/17 ADANITRANS 513142 Balasore Alloys 52 09/22/16 - 540678 Cochin Shipyard 81 - COCHINSHIP 505744 Federal-Mogul Goetze 6 08/20/16 FMGOETZE
519183 ADF Foods Ltd. 39 08/17/17 ADFFOODS 502355 Balkrishna Ind. 88 09/08/17 BALKRISIND 539436 Coffee Day Enterpris 86 - COFFEEDAY 590024 Fertilisers & Ch 41 09/25/15 FACT
535755 Aditya Birla Fashion 78 07/18/15 ABFRL 500102 Ballarpur Ind. 68 09/23/16 BALLARPUR 500830 Colgate Palm. 39 07/28/17 COLPAL 532768 FIEM Industries 6 08/15/17 FIEMIND
532974 Aditya Birla Money L 45 06/22/17 BIRLAMONEY 523319 Balmer Lawrie & 29 09/08/17 BALMLAWRIE 531344 Container Corpor 87 09/07/16 CONCOR 526227 Filatex India 85 09/19/16 FILATEX
517041 Ador Welding Ltd. 36 08/25/17 ADORWELD 532485 Balmer Lawrie Invest 45 09/08/17 - 522295 Control Print Ltd. 86 09/09/17 CONTROLPR 500144 Finolex Cables 13 09/18/17 FINCABLES
540025 Advanced Enzyme Tech 48 09/06/17 ADVENZYMES 500038 Balrampur Chini 83 08/24/17 BALRAMCHIN 506395 Coromandel Internati 41 07/17/17 COROMANDEL 500940 Finolex Industri 70 07/29/17 FINPIPE
500003 Aegis Logistics Ltd. 55 08/04/17 AEGISCHEM 500039 Banco Products 6 09/09/17 BANCOINDIA 532179 Corporation Bank 43 06/22/17 CORPBANK 532809 Firstsource Solution 23 08/01/17 FSL
531921 Agarwal Industrial C 87 09/16/16 AGARIND 532134 Bank of Baroda 43 06/24/17 BANKBARODA 508814 Cosmo Films 66 07/29/17 COSMOFILMS 532518 Florence Investech 45 08/19/17 -
500215 Agro Tech Foods Ltd. 31 07/19/17 ATFL 532149 Bank of India 43 07/08/17 BANKINDIA 533144 Cox & Kings L 62 09/17/16 COX&KINGS 502865 Forbes & Company Ltd 85 08/18/17 -
532811 Ahluwalia Contra 24 09/23/16 AHLUCONT 532525 Bank of Maharash 43 06/10/17 MAHABANK 500092 Crisil 80 03/23/17 CRISIL 500033 Force Motors 8 09/07/17 -
532683 AIA Engineering 15 08/08/17 AIAENG 500041 Bannari Amman Su 83 09/16/17 BANARISUG 539876 Crompton Greaves Con 32 07/22/17 CROMPTON 532843 Fortis Healthcare 49 09/20/16 FORTIS
532331 Ajanta Pharma Lt 71 06/28/17 AJANTPHARM 500042 BASF India Lt 19 09/22/17 BASF 500480 Cummins India Lt 36 07/29/17 CUMMINSIND 530023 Fortune Financia 45 08/03/16 FORTUNEFIN
513349 Ajmera Realty & Infr 24 09/23/17 AJMERA 500043 Bata India 54 07/08/17 BATAINDIA 532175 Cyient Ltd. 23 07/10/17 CYIENT 500150 Foseco India Lim 19 04/22/17 FOSECOIND
524598 AksharChem (India) 30 09/21/16 AKSHARCHEM 506285 BayerCropscience 69 08/09/17 BAYERCROP 533160 D B Realty Ltd. 24 09/22/16 DBREALTY 533400 Future Consumer 62 08/23/17 FCONSUMER
500710 Akzo Nobel India Ltd 67 08/08/17 AKZOINDIA 500048 BEML Ltd. 37 09/09/16 BEML 500096 Dabur India 39 07/07/17 DABUR 523574 Future Enterprises 78 08/20/15 FEL
531082 Alankit 45 09/20/17 ALANKIT 533095 Bengal & Assam Compa 45 08/19/17 - 533309 Dalmia Bharat 62 09/21/16 DALMIABHA 536507 Future Lifestyle 78 08/20/15 FLFL
506235 Alembic Ltd. 71 07/21/17 ALEMBICLTD 509480 Berger Paints I 67 07/29/17 BERGEPAINT 500097 Dalmia Bharat Sugar 83 08/25/17 DALMIASUG 533296 Future Market Net 24 09/09/17 FMNL
533573 Alembic Pharmaceutic 71 07/13/17 APLLTD 533303 BF Investment Ltd. 45 08/05/17 BFINVEST 532528 Datamatics Global Se 23 09/07/17 DATAMATICS 540064 Future Retail L 78 - FRETAIL
531147 Alicon Castalloy 15 09/20/17 ALICON 532430 BF Utilities Ltd. 74 03/30/15 BFUTILITIE 533151 DB Corp 58 08/28/17 DBCORP 507488 G M Breweries Ltd. 11 05/12/17 GMBREW
539523 Alkem Laboratories 71 - ALKEM 532930 BGR Energy Systems 36 09/21/15 BGRENERGY 532772 DCB Bank 42 05/26/17 DCBBANK 505714 Gabriel India 6 08/02/17 GABRIEL
506767 Alkyl Amines Che 19 07/18/17 ALKYLAMINE 500052 Bhansali Engg.Po 70 07/08/17 BEPL 523367 DCM Shriram 29 07/25/17 DCMSHRIRAM 532155 GAIL (India) Ltd. 65 09/02/17 GAIL
532480 Allahabad Bank 43 06/22/17 ALBK 503960 Bharat Bijlee 34 06/23/17 BBL 523369 DCM Shriram In 83 08/12/17 - 526367 Ganesh Housing 24 09/09/17 GANESHHOUC
532749 Allcargo Logistics 55 08/03/17 ALLCARGO 500049 Bharat Electroni 32 08/17/17 BEL 500117 DCW Ltd. 70 09/20/16 DCW 514167 Ganesha Ecosphere 85 09/02/16 GANECOS
532633 Allsec Technologies 23 08/03/17 ALLSEC 533228 Bharat Financial Inc 45 07/01/17 BHARATFIN 502137 Deccan Cements 16 08/05/17 DECCANCE 509557 Garware-Wall Rop 85 07/29/17 GARWALLROP
526397 Alphageo (India) 65 09/22/17 ALPHAGEO 500493 Bharat Forge 15 08/01/17 BHARATFORG 532760 Deep Industries 65 08/26/17 DEEPIND 532622 Gateway Distriparks 62 07/24/17 GDL
500008 Amara Raja Batt. 6 08/01/17 AMARAJABAT 500103 Bharat Heavy Ele 37 08/26/17 BHEL 500645 Deepak Fertilisers 41 08/06/16 DEEPAKFERT 532345 Gati Ltd. 27 07/25/17 GATI
531978 Ambika Cotton Mi 85 08/30/17 AMBIKCO 500547 Bharat Petroleum 77 06/12/17 BPCL 506401 Deepak Nitrite 19 06/19/17 DEEPAKNTR 532767 Gayatri Projects 24 09/23/16 GAYAPROJ
500425 Ambuja Cements Ltd. 16 03/20/17 AMBUJACEM 590021 Bharat Rasayan 69 09/21/17 BHARATRAS 532848 Delta Corp Ltd. 24 09/16/16 DELTACORP 532309 GE Power India 75 07/25/17 GEPIL
590006 Amrutanjan Health Ca 71 09/15/17 AMRUTANJAN 532454 Bharti Airtel 63 07/15/17 BHARTIARTL 533137 Den Networks Ltd. 38 09/22/16 DEN 522275 GE T&D India 75 07/19/17 GET&D
520077 Amtek Auto Ltd. 6 09/28/16 AMTEKAUTO 534816 Bharti Infratel Ltd. 51 08/05/15 INFRATEL 532121 Dena Bank 43 06/21/17 DENABANK 506109 Genesys Int.Corp. 23 09/21/17 GENESYS
515055 Anant Raj Ltd. 24 09/23/17 ANANTRAJ 526666 Bhartiya Interna 54 09/23/16 BIL 511072 Dewan Housing 44 07/15/17 DHFL 530343 Genus Power Infrastr 32 09/16/17 GENUSPOWER
532418 Andhra Bank 43 07/15/17 ANDHRABANK 500055 Bhushan Steel Ltd. 52 09/14/16 BHUSANSTL 519588 DFM Foods Limi 39 07/22/17 DFMFOODS 532285 Geojit Financial 45 07/13/17 GEOJITFSL
590062 Andhra Sugars Lt 29 09/14/17 ANDHRSUGAR 514215 Binny Ltd. 85 09/24/16 - 500119 Dhampur Sugar 83 08/21/17 DHAMPURSUG 500171 GHCL 20 06/23/17 GHCL
526173 Andrew Yule & Co 29 09/12/17 - 532523 Biocon 71 07/22/17 BIOCON 532180 Dhanlaxmi Bank 42 09/20/17 DHANBANK 511676 GIC Housing Fi 44 07/18/17 GICHSGFIN
518091 Anjani Portland 16 09/02/17 APCL 500335 Birla Corporation Lt 16 07/25/17 BIRLACORPN 507717 Dhanuka Agritech Ltd 69 08/09/17 DHANUKA 507815 Gillette India Ltd. 39 11/24/16 GILLETTE
532259 Apar Industries 34 08/03/17 APARINDS 506197 Bliss GVS Pharma 71 09/20/17 BLISSGVS 522163 Diamond Power Infras 12 09/23/17 DIAPOWER 532715 Gitanjali Gems 28 09/16/17 GITANJALI
523694 Apcotex Industries L 79 08/10/17 APCOTEXIND 540073 BLS International Se 80 09/14/17 BLS 540047 Dilip Buildcon Ltd. 24 09/05/17 DBL 500660 GlaxoSmithKline Phar 71 07/18/17 GLAXO
533758 APL Apollo Tubes 52 09/12/16 APLAPOLLO 526612 Blue Dart Expres 27 07/20/17 BLUEDART 500068 Disa India Ltd. 37 08/03/17 - 500676 GlaxoSmithKlineConsu 39 08/04/17 GSKCONS
508869 Apollo Hospitals 49 09/09/17 APOLLOHOSP 500067 Blue Star 25 07/28/17 BLUESTARCO 532839 Dish TV India Ltd. 38 09/25/17 DISHTV 532296 Glenmark Pharma 71 09/22/17 GLENMARK
500877 Apollo Tyres 88 06/29/17 APOLLOTYRE 524370 Bodal Chemicals 30 09/17/16 BODALCHEM 532488 Divi’s Lab 71 09/19/17 DIVISLAB 538595 Gloster L 85 08/24/16 -
532475 Aptech Ltd. 23 07/28/17 APTECHT 501425 Bombay Burmah 72 07/22/17 BBTC 532868 DLF Ltd. 24 08/20/15 DLF 505255 GMM Pfaudler Ltd 37 09/21/17 -
532914 Arcotech Ltd. 60 09/21/16 ARCOTECH 500020 Bombay Dyeing 85 07/28/17 BOMDYEING - Dollar Industries 85 08/02/17 DOLLAR 532754 GMR Infrastructure L 51 09/07/16 GMRINFRA
506194 Arihant Superstructu 24 09/23/17 ARIHANTSUP 532678 Bombay Rayon Fashion 85 09/16/16 BRFL 539524 Dr. Lal Pathlabs Ltd 49 07/14/17 LALPATHLAB 540124 GNA Axles 6 - GNA
516064 Arrow Greentech 73 09/09/17 ARROWGREEN 502219 Borosil Glass 46 08/04/17 - 500124 Dr. Reddy’s Labs 71 07/19/17 DRREDDY 506480 GOCL Corporation 57 08/23/17 GOCLCORP
506074 Arshiya 55 07/23/16 ARSHIYA 500530 Bosch Ltd. 6 06/10/17 BOSCHLTD 523618 Dredging Corpora 62 08/25/17 DREDGECORP 500163 Godfrey Philips 39 09/09/17 GODFRYPHLP
540616 Artemis Global Life 71 - AGLSL 532929 Brigade Enterprises 24 09/18/15 BRIGADE 532610 Dwarikesh Sugar 83 08/12/17 DWARKESH 532424 Godrej Consumer Prod 39 08/08/16 GODREJCP
500101 Arvind Ltd. 85 07/29/17 ARVIND 500825 Britannia Ind. 39 08/01/17 BRITANNIA 505242 Dynamatic Techno 36 08/03/17 DYNAMATECH 500164 Godrej Industries Lt 39 08/04/17 GODREJIND
515030 Asahi India Glass 46 08/04/17 ASAHIINDIA - BSE 45 - BSE 532927 eClerx Services 23 08/16/17 ECLERX 533150 Godrej Properties Lt 24 07/29/15 GODREJPROP
535467 Ashapura Intimates F 85 09/02/15 AIFL 532321 Cadila Healthcar 71 07/31/17 CADILAHC 532922 Edelweiss Fin. Ser 45 07/24/17 EDELWEISS 532439 Goldstone Infratech 84 09/24/16 GOLDINFRA
527001 Ashapura Min. Lt 61 09/21/16 ASHAPURMIN 532834 Camlin Fine Sciences 19 07/15/17 CAMLINFINE 505200 Eicher Motors 8 08/02/17 EICHERMOT 500166 Goodricke Group 72 07/21/17 -
523716 Ashiana Housing Ltd. 24 08/21/17 ASHIANA 511196 Can Fin Homes 44 06/16/17 CANFINHOME 500125 EID Parry 83 07/28/17 EIDPARRY 500168 Goodyear India 88 08/03/17 -
500477 Ashok Leyland 8 07/13/17 ASHOKLEY 532483 Canara Bank 43 07/14/17 CANBK 523127 EIH Associated 50 07/28/17 EIHAHOTELS 532482 Granules India L 71 09/22/17 GRANULES
533271 Ashoka Buildcon Ltd. 24 08/01/16 ASHOKA 532938 Capital First 45 06/29/17 CAPF 500840 EIH Ltd. 50 07/26/17 EIHOTEL 509488 Graphite India Ltd. 35 07/29/17 GRAPHITE
532888 Asian Granito India 18 09/08/17 ASIANTILES 511505 Capital Trust Lt 45 08/04/17 CAPTRUST 500123 Elantas Beck India L 19 05/02/17 - 500300 Grasim Inds. 29 09/09/16 GRASIM
530355 Asian Oilfield S 65 09/02/17 - 524742 Caplin Point Lab 71 09/09/17 CAPLIPOINT 505700 Elecon Engg. 37 07/28/17 ELECON 505710 Grauer & Weil 19 09/20/17 -
500820 Asian Paints Ltd. 67 06/17/17 ASIANPAINT 531595 Capri Global Capital 45 07/07/17 CGCL 500128 Electrosteel Cas 15 09/09/17 ELECTCAST 533282 Gravita India Ltd. 60 08/03/17 GRAVITA
533138 Astec Lifesciences L 69 07/19/17 ASTEC 513375 Carborundum Uni. 36 07/24/17 CARBORUNIV 533264 Electrosteel Steels 52 09/17/16 ESL 500620 Great Eastern 82 08/04/17 GESHIP
532493 Astra Microwave 36 07/21/17 ASTRAMICRO 534804 CARE Ratings 80 07/26/17 CARERATING 522074 Elgi Equipments 21 07/22/17 ELGIEQUIP 501455 Greaves Cotton 36 07/28/17 GREAVESCOT
532830 Astral Poly Technik 73 08/02/17 ASTRAL 500870 Castrol India 57 05/24/17 CASTROLIND 504000 Elpro Internl. 32 09/20/16 - 538979 Greenlam Industries 53 08/15/17 GREENLAM
506820 AstraZeneca Pharma I 71 09/06/17 ASTRAZEN 519600 CCL Products India 72 07/06/17 CCL 531162 Emami Ltd. 39 07/28/17 EMAMILTD 526797 Greenply Industr 53 07/07/17 GREENPLY
532759 Atlanta Ltd. 51 07/25/17 ATLANTA 500878 Ceat Ltd. 88 08/01/17 CEATLTD 533208 Emami Paper Mill 68 08/07/17 - 506076 Grindwell Norton 36 07/19/17 GRINDWELL
514394 Atlas Jewellery 85 09/21/15 - 532885 Central Bank 43 06/27/17 CENTRALBK 532737 Emkay Global Financi 45 08/01/17 EMKAY 511288 GRUH Finance Li 44 06/07/17 GRUH
531795 Atul Auto Ltd 5 09/10/16 ATULAUTO - Central Depository 80 - CDSL 509525 Empire Inds. 46 07/20/17 - 500690 GSFC 41 09/02/17 GSFC
500027 Atul Ltd. 30 07/15/17 ATUL 501150 Centrum Capital 45 08/25/17 - 540153 Endurance Technologi 6 07/22/17 ENDURANCE 532775 GTL Infrastructure 84 09/23/15 GTLINFRA
540611 Au Small Finance Ban 45 - AUBANK 517544 Centum Electronics L 32 07/01/17 CENTUM 532178 Engineers India 76 09/13/17 ENGINERSIN 540602 GTPL Hathway 38 09/17/17 GTPL
524804 Aurobindo Pharma 71 08/18/16 AUROPHARMA 500280 Century Enka 85 07/26/17 CENTENKA 533477 Enkei Wheels (India) 6 07/13/17 - 509079 Gufic BioSciences Lt 71 08/30/17 GUFICBIO
505010 Automotive Axles 6 08/16/17 AUTOAXLES 532548 Century Plyboard 53 08/03/17 CENTURYPLY 532700 Entertainment Networ 38 08/24/17 ENIL 530001 Guj. Alkalie & C 20 09/02/17 GUJALKALI

42 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 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
524226 Guj. Amb.Exports 31 09/01/17 GAEL 500850 Indian Hotels Co 50 08/15/17 INDHOTEL 532732 Kewal Kiran Clothing 78 09/01/17 KKCL 532819 MindTree Ltd. 23 07/12/17 MINDTREE
523768 Guj. Borosil Ltd 46 08/02/17 - 504741 Indian Hume Pipe 17 06/30/17 INDIANHUME 524019 Kingfa Science & Tec 73 09/09/16 KINGFA 526642 Mirza International 54 09/23/16 MIRZAINT
500173 Guj. Fluorochemi 19 09/19/16 GUJFLUORO 533047 Indian Metal & F 61 07/11/17 IMFA 540680 KIOCL 61 08/25/17 KIOCL 513377 MMTC Ltd. 86 09/17/16 MMTC
517300 Guj. Industries 74 08/11/17 GIPCL 530965 Indian Oil Corp 77 08/22/17 IOC 532967 Kiri Industries 30 09/16/16 KIRIINDUS 533286 MOIL Ltd. 61 08/24/15 MOIL
532181 Guj. Mineral Dev 61 09/23/16 GMDCLTD 532388 Indian Overseas 43 06/21/17 IOB 500241 Kirloskar Bros. 36 07/20/15 - 533080 Mold-Tek Packaging 73 09/13/16 MOLDTKPAC
539336 Gujarat Gas 56 09/23/16 GUJGASLTD 533329 Indian Terrain Fashi 85 09/24/16 INDTERRAIN 500245 Kirloskar Ferrou 52 07/25/17 - 513446 Monnet Ispat & Energ 52 09/23/16 MONNETISPA
500670 Gujarat Narmada Vall 41 08/19/17 GNFC 521016 Indo Count Inds. 85 08/09/17 ICIL 500243 Kirloskar Industries 36 08/22/17 KIRLOSIND 524084 Monsanto India 69 07/25/17 MONSANTO
533248 Gujarat Pipavav Port 81 08/04/17 GPPL 532612 Indoco Remedies 71 08/02/17 INDOCO 533293 Kirloskar Oil Engine 36 07/29/17 KIRLOSENG 538836 Monte Carlo Fashions 85 09/23/16 MONTECARLO
532702 GujaratStatePetronet 70 09/16/16 GSPL 532514 Indraprastha Gas Ltd 62 09/20/16 IGL 505283 Kirloskar Pneumatic 21 07/21/17 - 500288 Morepen Labs.Lt 71 09/17/16 MOREPENLAB
538567 Gulf Oil Lubricants 57 09/11/17 GULFOILLUB 532150 Indraprastha Med 49 09/16/17 INDRAMEDCO 521248 Kitex Garments 85 06/13/17 KITEX 532407 Moschip Semicond.Tec 23 09/24/16 -
532708 GVK Power & Infrastr 74 09/25/17 GVKPIL 532187 IndusInd Bank 42 07/20/17 INDUSINDBK 532942 KNR Constructions 24 09/23/17 KNRCON 517334 MothersonSumiSystems 6 08/18/17 MOTHERSUMI
590043 Harita Seating Syst. 6 08/05/15 HARITASEAT 506222 INEOS Styrolution 70 08/04/17 INEOSSTYRO 523207 Kokuyo Camlin 29 07/25/16 KOKUYOCMLN 532892 Motilal Oswal Financ 45 08/03/15 MOTILALOFS
533162 Hathway Cable & Data 38 08/13/16 HATHWAY 539807 Infibeam Incorp 80 09/09/16 INFIBEAM 532924 Kolte-Patil Develope 24 09/10/16 KOLTEPATIL 526299 MphasiS Ltd. 23 07/15/17 MPHASIS
531531 Hatsun Agro Prod 39 07/22/17 HATSUN 533154 Infinite Computer So 23 09/23/16 INFINITE 500247 Kotak Mahindra Bank 42 07/14/17 KOTAKBANK 532440 MPS Ltd. 58 07/17/17 MPSLTD
517354 Havells India 32 06/23/17 HAVELLS 532777 Info Edge (India) 62 07/15/17 NAUKRI 530299 Kothari Products 39 09/15/17 KOTHARIPRO 500290 MRF Ltd 88 07/29/17 MRF
508486 Hawkins Cookers 25 07/27/17 - 500209 Infosys 23 06/03/17 INFY 523323 Kovai Medical 49 08/01/17 - 532650 MSP Steel & Power Lt 52 07/07/17 MSPL
517271 HBL Power Systems Lt 32 09/20/17 HBLPOWER 500210 Ingersoll Rand 21 07/18/17 INGERRAND 532400 KPIT Technologies 23 08/12/17 KPIT 500108 MTNL 63 09/24/16 MTNL
500179 HCL Infosystem 22 09/11/17 HCL-INSYS 532706 Inox Leisure 38 09/17/16 INOXLEISUR 532889 KPR Mill Ltd. 85 08/22/17 KPRMILL 500460 Mukand Ltd. 52 07/15/17 MUKANDLTD
532281 HCL Technologies 23 09/20/16 HCLTECH 539083 Inox Wind Ltd. 37 09/16/16 INOXWIND 530813 KRBL Ltd. 86 08/30/16 KRBL 526169 Multibase India Ltd. 73 07/19/17 -
500010 HDFC 44 07/18/17 HDFC 532851 Insecticides (India) 69 07/31/17 INSECTICID 533482 Kridhan Infra 51 09/23/16 KRIDHANINF 520059 Munjal Auto Industr. 6 06/26/17 MUNJALAU
500180 HDFC Bank 42 07/04/15 HDFCBANK 538835 Intellect Design 23 08/11/17 INTELLECT 504392 Krishna Ventures Ltd 62 09/24/16 - 520043 Munjal Showa Ltd 6 08/12/17 MUNJALSHOW
532873 HDIL 24 09/24/16 HDIL 539448 InterGlobe Aviation 1 08/22/17 INDIGO 500249 KSB Pumps 36 04/16/17 KSBPUMPS 540366 Music Broadcast 38 - RADIOCITY
539787 Healthcare Global En 49 08/07/17 HCG 502330 International Paper 68 08/21/15 IPAPPM 536170 Kushal Tradelink Ltd 68 06/02/16 - 511766 Muthoot Capital 45 05/31/16 MUTHOOTCAP
509631 HEG Ltd. 35 09/16/17 HEG 533181 Intrasoft Technologi 23 08/15/17 ISFT 531882 Kwality 39 09/23/17 KWALITY 533398 Muthoot Finance 45 09/23/16 MUTHOOTFIN
500292 Heidelberg Cement In 16 09/15/16 HEIDELBERG 500214 Ion Exchange (India) 36 09/07/17 - 500510 L&T 29 08/16/17 LT 524709 Nagarjuna Agrich 69 07/29/17 NAGAAGRI
519552 Heritage Foods 39 08/16/17 HERITGFOOD 524494 Ipca Laboratorie 71 07/29/17 IPCALAB 533519 L&T Finance Holdings 45 08/22/17 L&TFH 539917 Nagarjuna Fertilizer 41 09/19/17 NAGAFERT
500182 Hero MotoCorp 5 07/04/17 HEROMOTOCO 532947 IRB Infrastructure D 24 08/21/17 IRB 540005 L&T Infotech 23 08/18/17 LTI 532256 Nalwa Sons Investmen 45 09/19/16 NSIL
524669 Hester Biosciences L 71 07/22/17 HESTERBIO 533033 ISGEC Heavy Eng 37 07/22/17 - 540115 L&T Technology Serv 36 08/17/17 LTTS 532641 Nandan Denim 85 09/23/16 NDL
532129 Hexaware Technologie 23 04/05/17 HEXAWARE 508807 IST Ltd. 6 09/23/16 - 526947 La Opala RG Ltd. 46 08/16/17 LAOPALA 539551 Narayana Hrudayalaya 49 - NH
524735 Hikal Ltd. 71 08/04/17 HIKAL 500875 ITC Ltd. 39 06/07/17 ITC 500252 Lakshmi Machines 37 08/01/17 LAXMIMACH 524816 Natco Pharma 71 09/21/15 NATCOPHARM
509675 HIL 17 07/12/17 HIL 509496 ITD Cementation Indi 24 05/05/17 ITDCEM 534690 Lakshmi Vilas Ba 42 07/11/17 LAKSHVILAS 537291 Nath Bio-Genes 48 08/17/17 NATHBIOGEN
500183 Himachal F. Comm 84 09/19/17 HFCL 523610 ITI 84 09/13/16 ITI 540222 Laurus Labs 71 07/10/17 LAURUSLABS 532234 National Alumini 2 09/29/16 NATIONALUM
500184 Himadri Speciality 19 09/17/16 HSCL 506943 J B Chemicals & Phar 71 09/13/17 JBCHEPHARM 517518 Leel Electricals 25 08/20/16 LEEL 523630 National Fertilizers 41 09/21/17 NFL
514043 Himatsingka Seid 85 09/10/16 HIMATSEIDE 532940 J Kumar Infraproject 24 09/14/16 JKIL 500250 LG Balakrishnan&Bros 6 07/21/17 LGBBROSLTD 500298 National Peroxid 19 07/27/17 -
509635 Hind. Composites 6 09/06/17 HINDCOMPOS 532705 Jagran Prakashan 58 09/16/16 JAGRAN 500253 LIC Housing Fi 44 08/10/17 LICHSGFIN 513023 Nava Bharat Ventures 29 08/04/17 NBVENTURES
513599 Hind. Copper 60 08/17/17 HINDCOPPER 512237 Jai Corp Ltd. 52 09/06/17 JAICORPLTD 523457 Linde India 62 04/11/17 LINDEINDIA 532504 Navin Fluorine Inter 19 06/20/17 NAVINFLUOR
515145 Hind. NationalGl 46 09/11/17 HINDNATGLS 500219 Jain Irrigation 62 09/18/17 JISLJALEQS 532783 LT Foods Ltd. 86 09/12/17 DAAWAT 539332 Navkar Corporation L 55 08/18/17 NAVKARCORP
500186 Hind. Oil Explor 65 09/20/16 HINDOILEXP 532627 Jaiprakash Power Ven 74 09/19/16 JPPOWER 532796 Lumax Auto Technolog 6 08/11/17 LUMAXTECH 508989 Navneet Education 58 07/27/17 NAVNETEDUL
500104 Hind. Petrol 77 08/01/16 HINDPETRO 532532 JaiprakashAssociates 24 09/22/16 JPASSOCIAT 517206 Lumax Inds. 6 07/15/17 LUMAXIND 534309 NBCC (India) 24 09/11/17 NBCC
500188 Hind. Zinc 60 08/14/17 HINDZINC 532209 Jammu & Kashmir Bank 42 07/13/16 J&KBANK 500257 Lupin Ltd. 71 07/26/17 LUPIN 500294 NCC 24 08/09/17 NCC
500185 Hind.ConstructionCo. 24 06/30/17 HCC 520051 Jamna Auto Inds. 6 07/29/17 JAMNAAUTO 539542 Lux Industries 85 09/15/17 LUXIND 502168 NCL Industries 16 09/16/17 NCLIND
500440 Hindalco Indus. 2 09/07/17 HINDALCO 520066 Jay Bharat Marut 6 08/12/17 JAYBARMARU 522241 M M Forgings Ltd. 15 09/20/17 MMFL 532649 Nectar Lifesciences 71 09/22/17 NECLIFE
532859 Hinduja Global Solut 23 09/21/16 HGS 524330 Jayant Agro Org 19 07/01/17 JAYAGROGN 532720 M&M Fin.Services 45 07/18/17 M&MFIN 532864 Nelcast Ltd. 15 07/29/17 NELCAST
500189 Hinduja Ventures 23 09/20/17 HINDUJAVEN 522285 Jayaswal Neco Indust 15 09/20/17 JAYNECOIND 507836 Mac Charles 50 09/15/17 - 505355 Nesco Ltd. 29 08/08/17 NESCO
533217 Hindustan Media Vent 58 09/13/17 HMVL 533207 Jaypee Infratech Ltd 24 09/24/16 JPINFRATEC 524000 Magma Fincorp Ltd. 45 07/27/17 MAGMA 500790 Nestle India 39 05/23/17 NESTLEIND
500696 Hindustan Unilever L 39 06/24/17 HINDUNILVR 514034 JBF Industries 85 09/18/17 JBFIND 500266 Maha. Scooters 5 07/08/17 MAHSCOOTER 532798 Network 18 Media & I 45 09/26/16 NETWORK18
500191 HMT Ltd. 9 12/12/16 HMT 532605 JBM Auto 6 08/12/17 JBMA 500265 Maha. Seamless 52 09/15/16 MAHSEAMLES 524558 Neuland Laborat 71 08/08/16 NEULANDLAB
522064 Honda Siel Power 33 07/29/17 HONDAPOWER 532617 Jet Airways 1 09/05/17 JETAIRWAYS 539957 Mahanagar Gas 56 09/16/17 MGL 533098 NHPC 74 09/15/17 NHPC
517174 Honeywell Automation 36 07/09/15 HONAUT 500227 Jindal Poly Films 66 08/12/17 JINDALPOLY 500520 Mahi. & Mahi 7 07/15/17 M&M 500304 NIIT Ltd. 23 07/23/16 NIITLTD
500193 Hotel Leela Ven. 50 09/17/16 HOTELEELA 500378 Jindal Saw 52 09/19/17 JINDALSAW 532756 Mahindra CIE Auto 15 04/21/17 MAHINDCIE 532541 NIIT Technologies 23 07/26/16 NIITTECH
540136 HPL Electric & Power 32 09/21/17 HPL 532286 Jindal St & Pwr 52 07/19/16 JINDALSTEL 533088 Mahindra Holidays 50 06/07/17 MHRIL 530377 Nila Infrastructures 24 09/03/16 NILAINFRA
500187 HSIL Ltd. 18 07/22/17 HSIL 532508 Jindal Stainless 52 12/19/16 JSL 532313 Mahindra Lifespace D 24 07/15/17 MAHLIFE 523385 Nilkamal Ltd. 73 08/02/17 NILKAMAL
532662 HT Media 58 09/18/17 HTMEDIA 539597 Jindal Stainless (Hi 52 09/19/16 JSLHISAR 590078 Maithan Alloys Ltd. 40 08/21/17 MAITHANALL 500307 Nirlon 62 09/15/17 -
532799 Hubtown 24 09/18/17 HUBTOWN 531543 Jindal Worldwide 85 09/24/16 JINDWORLD 539289 Majesco L 23 07/29/17 MAJESCO 532698 Nitin Spinners 85 08/29/17 NITINSPIN
540530 HUDCO 45 09/15/98 HUDCO 532644 JK Cement 16 07/20/17 JKCEMENT 513269 Man Industries I 52 09/17/16 MANINDS 513683 NLC India L 74 09/09/16 NLCINDIA
509820 Huhtamaki PPL 66 06/02/17 PAPERPROD 500380 JK Lakshmi Cement L 16 09/01/17 JKLAKSHMI 533169 Man Infraconstructio 24 08/24/17 MANINFRA 526371 NMDC Ltd. 61 09/24/16 NMDC
500199 I G Petrochemicals L 19 09/14/17 IGPL 532162 JK Paper Ltd. 68 05/30/17 JKPAPER 532932 Manaksia Ltd. 66 09/15/17 MANAKSIA 500730 NOCIL Ltd. 70 07/21/17 NOCIL
532174 ICICI Bank 42 06/22/17 ICICIBANK 530007 JK Tyre & Industries 88 07/29/17 JKTYRE 500268 Manali Petrochem 70 07/10/17 MANALIPETC 500672 Novartis 71 07/21/17 -
540133 ICICI Pru Life 45 07/11/17 ICICIPRULI 523405 JM Financial Ltd. 45 05/15/17 JMFINANCIL 531213 Manappuram Finance 45 07/31/15 MANAPPURAM 530367 NRB Bearings Lim 10 08/07/17 NRBBEARING
532835 ICRA Ltd. 80 08/01/17 ICRA 522263 JMC Projects 24 08/05/17 JMCPROJECT 502157 Mangalam Cement 16 08/26/17 MANGLMCEM 532555 NTPC 74 09/09/17 NTPC
500116 IDBI Bank Ltd. 43 07/12/17 IDBI 523398 Johnson Controls-Hit 25 08/02/17 JCHAC 530011 Mangalore Chem. 41 09/20/16 MANGCHEFER 531209 Nucleus Software 23 07/03/17 NUCLEUS
532822 Idea Cellular Ltd. 63 06/24/17 IDEA 533148 JSW Energy Ltd. 74 07/04/17 JSWENERGY 500109 Mangalore Refine 77 08/12/17 MRPL 533273 Oberoi Realty 24 06/27/15 OBEROIRLTY
539437 IDFC Bank 42 07/22/17 IDFCBANK 532642 JSW Holdings 45 06/28/16 JSWHL 539207 Manpasand Beverage 11 08/23/17 MANPASAND 502165 OCL India Limi 16 09/14/16 OCL
532659 IDFC L 45 07/22/17 IDFC 500228 JSW Steel 52 06/14/17 JSWSTEEL 503101 MarathonNextgenRea 24 09/12/17 MARATHON 533106 Oil India Ltd. 65 09/17/16 OIL
505726 IFB Industries 25 07/16/16 IFBIND 533155 Jubilant Foodworks L 39 08/22/17 JUBLFOOD 531642 Marico Ltd. 39 07/28/17 MARICO 531092 OM Metals Infraproje 76 09/26/16 OMMETALS
500106 IFCI Ltd. 45 09/22/16 IFCI 530019 Jubilant Life Scienc 71 08/19/17 JUBILANT 524404 Marksans Pharma 71 09/24/16 MARKSANS 532880 Omaxe Ltd. 24 09/24/16 OMAXE
532133 IFGL Refracto 62 08/18/15 IFGLREFRAC 535648 Just Dial 80 09/14/15 JUSTDIAL 532500 Maruti Suzuki India 7 08/29/17 MARUTI 500312 ONGC 65 09/02/16 ONGC
517380 Igarashi Motors Indi 32 07/27/17 IGARASHI 532926 Jyothy Laboratories 39 07/05/17 JYOTHYLAB 523704 Mastek Li 23 06/16/17 MASTEK 532944 OnMobile Global Ltd. 63 08/31/17 ONMOBILE
532636 IIFL Holdings 45 07/16/17 IIFL 500233 Kajaria Ceramics 18 08/05/17 KAJARIACER 500271 Max Financial Servic 45 09/21/16 MFSL 532466 Oracle Financial Ser 23 09/14/17 OFSS
532907 IL&FS Engineering 24 08/22/17 IL&FSENGG 522287 Kalpataru Power 75 08/05/17 KALPATPOWR 539981 Max India 45 09/21/16 MAXINDIA 513121 Oricon Enterprises L 66 07/19/17 ORICONENT
511208 IL&FS Investment Man 45 08/31/17 IVC 533302 Kalyani Investment 45 08/01/17 KICL 539940 Max Ventures and Ind 66 09/21/16 MAXVIL 535754 Orient Cement Ltd. 16 09/18/17 ORIENTCEM
533177 IL&FS Transportation 87 08/22/17 IL&FSTRANS 500235 Kalyani Steel 52 07/26/17 KSL 522249 Mayur Uniquoters 73 07/06/17 MAYURUNIQ 533263 Orient Green Power C 74 08/04/17 GREENPOWER
509162 Indag Rubber 79 06/13/17 - 532468 Kama Holdings Ltd. 45 09/21/16 - 532654 McLeod Russel 72 08/03/17 MCLEODRUSS 502420 Orient Paper 29 08/05/17 ORIENTPPR
530005 India Cements Lt 16 08/29/17 INDIACEM 500165 Kansai Nerolac Paint 67 06/15/17 KANSAINER 534091 MCX 45 08/17/17 MCX 534076 Orient Refractories 62 09/12/17 ORIENTREF
500201 India Glycols 19 08/26/17 INDIAGLYCO 532652 Karnataka Bank 42 07/10/17 KTKBANK 512267 Media Matrix Worldwi 38 09/24/16 - 500315 Oriental Bank of 43 06/23/17 ORIENTBANK
590065 India Motor Part 86 08/29/17 IMPAL 590003 Karur Vysya Bank 42 07/14/17 KARURVYSYA 531146 Medicamen Biotec 71 09/15/16 - 506579 Oriental Carbon 14 07/22/17 OCCL
532240 India Nippon Ele 6 08/18/17 INDNIPPON 532899 Kaveri Seed Company 48 09/23/17 KSCL 532865 Meghmani Organics Lt 69 07/20/17 MEGH 500314 Oriental Hotels 50 07/21/17 ORIENTHOT
- India Power Corp 74 08/07/17 DPSCLTD 539276 Kaya L 39 07/27/17 KAYA 539126 MEP Infrastructure 51 07/21/17 MEP 590086 Orissa Minerals Deve 61 09/20/16 ORISSAMINE
532189 India Tourism De 50 09/26/16 ITDC 590066 KCP Ltd. 16 08/25/17 KCP 526235 Mercator Ltd. 29 07/23/16 MERCATOR 539290 Oswal Green Tech 45 09/23/16 BINDALAGRO
535789 Indiabulls Housing F 45 09/04/17 IBULHSGFIN 532714 KEC International Lt 75 07/20/17 KEC 500126 Merck Ltd. 71 05/29/17 MERCK 500459 P&G Hygiene&Health 39 11/26/16 PGHH
532832 Indiabulls Real Esta 24 09/19/16 IBREALEST 517569 KEI Industries 12 07/13/17 KEI 540023 Millitoons Entertain 38 09/22/16 - 532827 Page Industries Ltd. 85 08/04/17 PAGEIND
532960 Indiabulls Ventures 45 09/08/16 IBVENTURES 505890 Kennametal India 36 11/08/16 - 538962 Minda Corporation 6 08/12/17 MINDACORP 531349 Panacea Biotec L 71 09/24/16 PANACEABIO
532814 Indian Bank 43 06/06/17 INDIANB 502937 Kesoram Industri 29 06/23/17 KESORAMIND 532539 Minda Industries 6 08/23/17 MINDAIND 524820 Panama Petrochem 19 08/29/17 PANAMAPET

DSIJ.in SEPT 4 - 17, 2017 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
539889 Parag Milk Foods 39 08/03/17 PARAGMILK 500350 RSWM Ltd. 85 09/21/17 RSWM 513605 Srikalahasthi Pipes 52 09/21/17 SRIPIPES 500251 Trent Ltd. 78 07/21/17 TRENT
532780 Parsvnath Developers 24 09/23/16 PARSVNATH 503169 Ruby Mills 85 09/16/16 RUBYMILLS 540575 Star Cement 16 09/08/17 STARCEMENT 534369 Tribhovandas Bhimji 28 09/13/17 TBZ
531120 Patel Engg. Ltd. 24 09/22/15 PATELENG 500368 Ruchi Soya Inds. 31 09/21/15 RUCHISOYA 512531 State Trading 86 09/22/16 STCINDIA 521064 Trident Ltd. 85 05/27/17 TRIDENT
534809 PC Jeweller L 28 06/23/17 PCJEWELLER 533552 Rupa & Company L 85 08/25/17 RUPA 500113 Steel Authority 52 08/23/17 SAIL 532356 Triveni Eng.&Ind.Ltd 83 09/21/15 TRIVENI
538730 PDS Multi. Fashions 85 09/22/16 PDSMFL 532955 Rural Electrific 45 09/16/17 RECLTD 534748 Steel ExchangeIndia 52 09/24/16 STEELXIND 533655 Triveni Turbine 33 08/07/17 TRITURBINE
503031 Peninsula Land L 24 08/19/17 PENINLAND 533470 Rushil Decor Ltd. 53 09/17/16 RUSHIL 513262 Steel Strips Wheels 6 09/22/17 SSWL 507747 TTK Healthcare Ltd. 71 07/31/17 TTKHLTCARE
513228 Pennar Industrie 52 09/23/16 PENIND 540497 S Chand & Company 80 - SCHAND 530759 Sterling Tools L 36 09/23/16 STERTOOLS 517506 TTK Prestige L 25 08/10/17 TTKPRESTIG
533179 Persistent Systems 23 07/14/17 PERSISTENT 539450 S H Kelkar & Company 19 08/04/17 SHK 532374 Sterlite Technologie 13 07/01/17 STRTECH 532515 TV Today Network Ltd 38 08/25/17 TVTODAY
532522 PetronetLNG 70 09/09/17 PETRONET 540048 S P Apparels Ltd. 85 08/05/17 SPAL 504959 Stovec Indus. 37 05/05/17 - 540083 TV Vision 38 - TVVISION
500680 Pfizer Ltd. 71 08/24/17 PFIZER 532710 Sadbhav Engineering 24 09/16/17 SADBHAV 532531 Strides Shasun L 71 07/23/16 STAR 532800 TV18 Broadcast 38 09/26/16 TV18BRDCST
533581 PG Electroplast Ltd. 32 09/17/16 PGEL 539346 Sadbhav Infrastructu 76 09/19/17 SADBHIN 526951 Stylam Industries 53 09/23/16 - 532343 TVS Motor Co. Ltd. 5 07/28/15 TVSMOTOR
506590 Phillips Carbon 14 07/15/16 PHILIPCARB 523025 Safari Indus. 73 08/24/17 - 532348 Subex Ltd. 23 07/22/17 SUBEX 509243 TVS Srichakra Lt 88 08/17/17 TVSSRICHAK
517296 Phoenix Lamps 6 09/21/16 PHOENIXLL 502090 Sagar Cements 16 09/16/17 SAGCEM 517168 Subros Ltd. 6 09/09/17 SUBROS 532505 UCO Bank 43 06/22/17 UCOBANK
503100 Phoenix Mills 24 09/02/16 PHOENIXLTD 526725 Sandesh 58 09/23/16 SANDESH 506655 Sudarshan Chem. 30 07/31/17 SUDARSCHEM 530131 Udaipur Cement Works 16 09/10/16 -
523642 PI Industries 69 09/01/17 PIIND 504918 Sandur M & I Ore 61 09/08/16 - 533306 Summit Securities 45 09/21/16 SUMMITSEC 500148 Uflex Ltd. 66 07/24/17 UFLEX
500331 Pidilite Inds. 19 08/25/17 PIDILITIND 514234 Sangam India Ltd 85 09/24/16 SANGAMIND 532872 Sun Pharma Advanced 62 07/29/17 SPARC 539141 UFO Moviez India Ltd 38 09/19/17 UFO
539883 Pilani Investmen 45 08/18/17 PILANIINVS 526521 Sanghi Industrie 17 09/29/15 SANGHIIND 524715 Sun Pharma. 71 09/10/16 SUNPHARMA 539874 Ujjivan Financial 45 07/29/17 UJJIVAN
500302 Piramal Enterprises 71 07/25/17 PEL 530073 Sanghvi Movers L 37 07/26/17 SANGHVIMOV 532733 Sun TV Network Ltd. 38 09/16/16 SUNTV 506685 Ultramarine Pig. 30 08/04/17 -
523648 Plastiblends Ind 73 05/30/17 PLASTIBLEN 500674 Sanofi India 71 04/27/17 SANOFI 520056 Sundaram Clayton 6 08/19/15 SUNCLAYLTD 532538 UltraTech Cement 16 07/12/17 ULTRACEMCO
532366 PNB Gilts Ltd. 45 09/09/17 PNBGILTS 519260 Sanwaria Agro Oi 31 09/27/17 SANWARIA 500403 Sundaram Fasten. 6 08/12/17 SUNDRMFAST 506690 Unichem Labs 71 07/17/17 UNICHEMLAB
540173 PNB Housing Finance 44 07/27/17 PNBHOUSING 504614 Sarda Energy & Miner 52 08/21/17 SARDAEN 590071 Sundaram Finance 45 07/06/17 SUNDARMFIN 532477 Union Bank of In 43 06/17/17 UNIONBANK
539150 PNC Infratech 24 09/24/16 PNCINFRA 532163 Saregama India Ltd. 38 07/22/17 SAREGAMA 500404 Sunflag Iron 52 09/17/16 SUNFLAG 500429 Uniphos Enterprises 86 06/24/17 UNIENTER
523628 Poddar Housing 24 08/10/17 PODDARHOUS 532663 Sasken Technologies 23 07/15/17 SASKEN 535141 Sunstar Realty Devel 24 09/19/16 - 532646 Uniply Industries 53 09/23/16 UNIPLY
532486 Pokarna Ltd. 47 09/12/17 POKARNA 539404 Satin Creditcare 45 06/30/17 SATIN 512179 Sunteck Realty Ltd. 24 09/21/17 SUNTECK 507878 Unitech Ltd. 24 09/07/16 UNITECH
532254 Polaris Consulting 23 06/28/16 POLARIS 524667 Savita Oil Tech 70 09/17/16 SOTL 532509 Suprajit Enginee 6 09/21/16 SUPRAJIT 533171 United Bank of I 43 06/23/17 UNITEDBNK
531768 Poly Medicure Lt 59 09/21/16 POLYMED 500112 SBI 43 05/30/17 SBIN 509930 Supreme Inds. 73 06/23/17 SUPREMEIND 532478 United Breweries Ltd 11 09/17/17 UBL
524051 Polyplex Corpn. 66 09/04/17 POLYPLEX 505790 Schaeffler India 10 04/15/17 SCHAEFFLER 500405 Supreme Petroche 70 07/10/17 SUPPETRO 532432 United Spirits 11 08/24/17 MCDOWELL-N
532810 Power Finance Co 45 08/13/16 PFC 534139 Schneider Electric 32 09/16/17 SCHNEIDER 500336 Surya Roshni Ltd 52 09/06/16 SURYAROSNI 512070 UPL 69 06/24/17 UPL
532898 Power Grid Corpo 75 09/13/17 POWERGRID 532900 SE Investments 45 09/20/17 SEINV 532782 Sutlej Textiles & In 85 08/25/17 SUTLEJTEX 517146 Usha Martin Ltd. 52 08/02/16 USHAMART
539302 Power Mech Projects 76 09/23/17 POWERMECH 540673 Security and Intelli 80 - SIS 530239 Suven Life Sciences 71 08/11/17 SUVEN 532729 Uttam Sugar Mills 83 09/16/17 UTTAMSUGAR
539351 Prabhat Dairy 39 08/03/17 PRABHAT 512529 Sequent Scientific 71 09/19/16 SEQUENT 532667 Suzlon Energy Ltd. 37 09/16/17 SUZLON 534976 V Mart Retail 78 09/12/17 VMART
522205 Praj Industries 37 08/04/17 PRAJIND 502450 Seshasayee Paper 68 07/20/17 SESHAPAPER 505590 SVP Global Ventures 85 09/23/16 - 532953 V-Guard Ind.Ltd. 32 07/25/17 VGUARD
506022 Prakash Indus. 29 07/22/17 PRAKASH 505075 Setco Automotive 6 09/20/17 SETCO 503310 Swan Energy Ltd. 85 09/15/17 SWANENERGY 532867 V2 Retail 78 09/22/16 V2RETAIL
539636 Precision Camshafts 6 09/18/16 PRECAM 524324 Seya Industries 19 09/22/16 - 500407 Swaraj Engines 36 07/08/17 SWARAJENG 533269 Va Tech Wabag Ltd. 36 07/15/17 WABAG
533274 Prestige Estates Pro 24 09/20/16 PRESTIGE 501423 Shaily Engineering P 73 09/04/17 - 532051 Swelect Energy Syste 32 08/05/17 SWELECTES 519156 Vadilal Indus. 39 09/16/16 VADILALIND
540293 Pricol L 6 08/17/17 PRICOLLTD 531431 Shakti Pumps (In 36 09/20/17 SHAKTIPUMP 517385 Symphony 25 08/25/17 SYMPHONY 532156 Vaibhav Global Ltd. 28 08/31/17 VAIBHAVGBL
532748 Prime Focus 38 09/26/16 PFOCUS 540425 Shankara Building Pr 86 07/19/17 SHANKARA 532276 Syndicate Bank 43 06/17/17 SYNDIBANK 511431 Vakrangee 23 09/26/16 VAKRANGEE
500338 Prism Cement Lim 16 08/03/17 PRISMCEM 522034 Shanthi Gears 6 07/15/17 SHANTIGEAR 539268 Syngene Internationa 62 - SYNGENE 500439 Vardhman Holdings 45 08/13/16 VHL
534675 Prozone Intu Propert 24 09/24/15 PROZONINTU 538666 Sharda Cropchem 69 09/14/17 SHARDACROP 531426 T Nadu Newsprint 68 09/13/17 TNPL 502986 Vardhman Textiles Lt 85 08/29/16 VTL
540544 PSP Projects 24 09/18/17 PSPPROJECT 535602 Sharda Motor Ind 6 08/24/17 SHARDAMOTR 532390 Taj GVK Hotels & Res 50 07/26/17 TAJGVK 540180 Varun Beverages Ltd. 11 04/11/17 VBL
532524 PTC India 74 09/15/17 PTC 540203 Sheela Foam 70 07/14/17 SFL 532890 Take Solutions Ltd. 23 08/05/17 TAKE 533156 Vascon Engineers Ltd 24 09/23/15 VASCONEQ
533344 PTC India Financial 45 09/16/16 PFS 538685 Shemaroo Entertainme 38 09/20/16 SHEMAROO 533200 Talwalkars Better Va 62 09/16/17 TALWALKARS 500295 Vedanta 61 07/10/17 VEDL
532693 Punj Lloyd 24 08/03/16 PUNJLLOYD 530549 Shilpa Medicare L 71 09/22/16 SHILPAMED 519091 Tasty Bite 39 08/26/17 TASTYBITE 523261 Venky’s (India) Ltd. 48 09/04/17 VENKEYS
533295 Punj. & Sind Ban 43 06/23/17 PSB 523598 Shipping Corpn. 82 09/20/16 SCI 500770 Tata Chemicals 20 08/02/17 TATACHEM 512229 Veritas (India) Ltd. 36 09/16/17 -
532461 Punj. NationlBak 43 06/23/17 PNB 511108 Shiva Texyarn Ltd. 85 09/22/16 SHIVTEX 532301 Tata Coffee Ltd. 72 07/04/17 TATACOFFEE 520113 Vesuvius India 62 04/29/15 VESUVIUS
532891 Puravankara 24 08/22/17 PURVA 532776 Shivam Autotech Ltd. 6 09/22/17 SHIVAMAUTO 500483 Tata Communications 63 06/20/17 TATACOMM 511389 Videocon Industries 25 06/15/16 VIDEOIND
532689 PVR Ltd. 38 07/19/17 PVR 532638 Shoppers Stop 78 07/24/17 SHOPERSTOP 532540 Tata Consultancy 23 06/15/17 TCS 532401 Vijaya Bank 43 06/17/17 VIJAYABANK
539978 Quess Corp 80 07/17/17 QUESS 500387 Shree Cement 16 07/25/17 SHREECEM 500408 Tata Elxsi Ltd. 23 07/20/17 TATAELXSI 530961 Vikas Ecotech L 79 09/22/17 VIKASECO
539678 Quick Heal Technolog 23 08/05/17 QUICKHEAL 539334 Shree Pushkar Chemic 19 09/04/17 SHREEPUSHK 500800 Tata Global Beverage 72 08/08/17 TATAGLOBAL 524200 Vinati Organics 19 07/20/17 VINATIORGA
532735 R Systems Internat. 23 05/11/17 RSYSTEMS 532670 Shree Renuka Sugars 83 09/20/16 RENUKA 501301 Tata Investment 45 08/08/17 TATAINVEST 517015 Vindhya Telelink 13 07/18/17 VINDHYATEL
532497 Radico Khaitan Ltd. 11 07/06/16 RADICO 520151 Shreyas Shipping & L 82 07/14/17 SHREYAS 513434 Tata Metaliks 52 07/15/17 TATAMETALI 507880 VIP Indus. 73 07/18/17 VIPIND
500339 Rain Industries 16 04/28/17 RAIN 532498 Shriram City Uni 45 06/24/17 SHRIRAMCIT 500570 Tata Motors Ltd. 8 07/20/16 TATAMOTORS 511726 Vipul Ltd. 24 09/15/17 VIPULLTD
532503 Rajapalayam Mill 85 08/07/15 - 532945 Shriram EPC Ltd. 76 08/21/17 SHRIRAMEPC 500400 Tata Power Co. 74 08/12/17 TATAPOWER 509055 Visaka Indus. 17 06/16/17 VISAKAIND
531500 Rajesh Exports L 28 09/24/16 RAJESHEXPO - Shriram Pistons 6 - SHRIPISTON 513010 Tata Sponge Iron 52 07/29/17 TATASPONGE 532660 Vivimed Labs 71 09/26/16 VIVIMEDLAB
500355 Rallis India 69 06/13/17 RALLIS 511218 Shriram Trans.Fi 45 06/23/17 SRTRANSFIN 500470 Tata Steel 52 07/22/17 TATASTEEL 532757 Voltamp Transformers 75 08/07/17 VOLTAMP
532369 Ramco Industries 17 09/17/15 RAMCOIND 511411 Shristi Infrastructu 24 09/16/17 - 532371 Tata Teleservices (M 63 07/27/17 TTML 500575 Voltas Ltd. 29 08/08/17 VOLTAS
532370 Ramco Systems Lt 23 08/06/15 RAMCOSYS 520086 Sical Logistics 55 08/31/17 SICAL 540212 TCI Express 55 07/27/17 TCIEXP 539118 VRL Logistics Ltd. 55 08/01/15 VRLLOG
532527 Ramkrishna Forgings 15 09/09/17 RKFORGE 500550 Siemens Ltd. 36 02/02/17 SIEMENS 532349 TCI Ltd. 87 07/28/17 TCI 509966 VST Industries 39 07/26/17 VSTIND
532661 Rane (Madras) 6 07/24/15 RML 523838 Simplex Infrastructu 24 09/14/16 SIMPLEXINF 523301 TCPL Packaging 58 08/03/17 - 531266 VST Tillers Tr 9 08/05/17 VSTTILLERS
532987 Rane Brake Lining Lt 6 07/13/15 RBL 502742 Sintex Industrie 85 09/06/17 SINTEX 533553 TD Power Systems Ltd 33 09/21/17 TDPOWERSYS 533023 WABCO India 6 09/16/17 WABCOINDIA
505800 Rane Holdings Ltd. 45 08/05/15 RANEHOLDIN 540653 Sintex Plastics Tech 73 09/06/17 SPTL 539658 TeamLease Service 80 07/01/17 TEAMLEASE 507410 Walchandnagar 37 02/07/15 WALCHANNAG
524230 Rashtriya Chemicals 41 09/15/17 RCF 532795 SITI Networks 38 09/21/16 SITINET 532755 Tech Mahindra Ltd. 23 07/29/17 TECHM 533452 Weizmann Forex 45 08/17/17 WEIZFOREX
520111 Ratnamani Metals 52 09/06/17 RATNAMANI 503811 Siyaram Silk 85 08/22/17 SIYSIL 533281 Techno Electric & En 37 08/01/16 TECHNO 532144 Welspun Corp 52 06/26/17 WELCORP
534597 RattanIndia Infra 51 09/24/15 RTNINFRA 533206 SJVN Ltd. 74 09/16/16 SJVN 532804 Technocraft Industri 52 09/25/17 TIIL 532553 Welspun Enterprises 24 09/22/16 WELENT
533122 RattanIndia Power 74 09/24/16 RTNPOWER 500472 SKF India 10 07/20/17 SKFINDIA 540595 Tejas Networks 63 - TEJASNET 514162 Welspun India 85 06/26/17 WELSPUNIND
500330 Raymond Ltd 85 05/27/17 RAYMOND 539861 SKIL Infrastructure 24 09/21/16 SKIL 505400 Texmaco Infrastructu 24 09/20/16 TEXINFRA 505412 Wendt India 36 07/14/17 WENDT
540065 RBL Bank 42 07/29/17 RBLBANK 538562 Skipper Ltd. 36 08/30/17 SKIPPER 533326 Texmaco Rail & Engin 37 09/20/16 TEXRAIL 500444 West Coast Paper 68 08/19/17 WSTCSTPAPR
532805 Redington (India) Lt 22 07/22/17 REDINGTON 505192 SML Isuzu Ltd. 8 09/16/17 SMLISUZU 531373 The Byke Hospitality 50 09/12/17 BYKE 505533 Westlife Development 50 09/24/16 -
530517 Relaxo Footwears 54 09/09/16 RELAXO 532815 SMS Pharmaceuticals 71 09/22/17 SMSPHARMA 522073 The Hi-Tech Gears 6 09/23/17 HITECHGEAR 590073 Wheels India Ltd. 6 08/01/17 WHEELS
500111 Reliance Capital 45 09/17/16 RELCAPITAL 538635 Snowman Logistics Lt 55 07/24/17 SNOWMAN 500260 The Ramco Cements 16 07/31/15 RAMCOCEM 500238 Whirlpool of Ind 25 09/12/17 WHIRLPOOL
533107 Reliance Def.& Eng. 81 08/16/17 RDEL 532784 Sobha 24 07/24/17 SOBHA 500411 Thermax 36 07/29/17 THERMAX 526586 Wim Plast Ltd 73 08/07/17 -
523445 Reliance Ind.Inf 76 05/24/16 RIIL 532725 Solar Industries Ind 62 08/11/17 SOLARINDS 500412 Thirumalai Chem. 19 07/16/17 TIRUMALCHM 507685 Wipro Ltd 23 07/17/17 WIPRO
500325 Reliance Inds. 29 05/12/15 RELIANCE 531548 Somany Ceramics Ltd. 18 08/11/17 SOMANYCERA 500413 Thomas Cook (I) 62 07/26/17 THOMASCOOK 532300 Wockhardt Ltd. 71 07/26/17 WOCKPHARMA
500390 Reliance Infrastruct 74 09/17/16 RELINFRA 520057 Sona Koyo Steer. 6 08/17/17 SONASTEER 539871 Thyrocare Tech. 49 08/06/17 THYROCARE 538268 Wonderla Holidays Lt 62 08/03/17 WONDERLA
532939 Reliance Power L 74 09/17/16 RPOWER 532221 Sonata Software 23 08/07/17 SONATSOFTW 590005 Tide Water Oil 57 07/20/17 TIDEWATER 532616 Xchanging Solutions 23 09/07/17 XCHANGING
532712 RelianceCommu.Ltd 63 09/17/16 RCOM 532218 South Indian Ban 42 07/05/17 SOUTHBANK 532856 Time Technoplast Ltd 66 09/23/16 TIMETECHNO 532648 YES Bank Ltd. 42 05/31/17 YESBANK
532915 Religare Enterprises 45 08/29/16 RELIGARE 534425 Speciality Restauran 50 08/14/17 SPECIALITY 522113 Timken India Ltd 10 08/03/17 TIMKEN 522108 Yuken India 36 09/01/17 -
535322 Repco Home Finance L 44 09/15/17 REPCOHOME 590030 SPIC 41 07/19/17 SPIC 504966 Tin Plate Co. 60 07/11/17 TINPLATE 505537 Zee Entertainment En 38 07/11/15 ZEEL
532687 Repro India Ltd. 58 08/24/17 REPRO 500285 Spicejet Ltd. 1 12/20/16 - 532966 Titagarh Wagons Ltd. 37 07/24/17 TWL 533287 Zee Learn Ltd. 23 09/13/16 ZEELEARN
505509 Responsive Industrie 73 09/03/16 RESPONIND 500402 SPML Infra 76 09/23/16 SPMLINFRA 500114 Titan Company 25 07/26/17 TITAN 532794 Zee Media Corp 38 08/01/15 ZEEMEDIA
520008 Rico Auto Inds. 6 09/16/17 RICOAUTO 533121 SQS India BFSI 23 07/22/17 SQSBFSI 500420 Torrent Pharmac 71 06/21/17 TORNTPHARM 504067 Zensar Technologies 23 07/12/17 ZENSARTECH
500366 Rolta India 23 08/18/16 ROLTA 523756 SREI Infrastructure 45 07/14/17 SREINFRA 532779 Torrent Power Ltd. 74 06/12/17 TORNTPOWER 505163 ZF Steering Gear 6 07/28/17 -
532983 RPG Life Sciences 71 07/17/17 RPGLIFE 503806 SRF Ltd. 85 08/01/17 SRF 526650 Tourism Finance 45 09/19/16 TFCILTD 534742 Zuari Agro Chemicals 41 07/15/17 ZUARI
533284 RPP Infra Projects L 24 09/02/17 RPPINFRA 530943 Sri Adhikari Bro 38 09/24/16 SABTN 506687 Transpek Indus. 19 08/10/17 - 531335 Zydus Wellness Ltd. 39 07/31/17 ZYDUSWELL

44 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Cover Story

TO BUY

This September
Lohit Bharambe and
Yogesh Supekar track the
trend in mutual fund investing
in India and, in association with
Neerja Agarwal, bring to you 7
of the most promising mutual
funds to invest in, “THIS
SEPTEMBER”

FIIs Vs DIIs (`/Cr)


credit should go to the mutual fund FII DII
industry for spreading awareness on the Net Purchase / Net Purchase/
asset class that has outperformed all the Date Sales Sales
other asset classes in the long run. Jul-17 1,464.85 4,786.37
RISING RETAIL INVESTORS IN Jun-17 -4,051.43 6,676.11
INDIA The irony of Indian equity bull run has May-17 -452.54 4,277.06
Indian equity markets may have entered been the lack of participation from Apr-17 -6,627.56 9,247.43
into a consolidation phase currently after Indian retail investors, so far. Retail Mar-17 26,473.17 -4,395.61
hitting record highs but the markets for investor participation in India has not Feb-17 8,704.46 935.26
sure are witnessing good amount of been impressive even as foreign investors Jan-17 -1,901.32 4,503.94
interest from retail investors in India. In were seen lapping up Indian equities Dec-16 -11,325.28 9,136.09
fact, the domestic investors' participation since the dawn of liberalisation and Nov-16 -19,982.37 18,277.03
has been the highlight of Indian equity economic reforms. Every nation has its Oct-16 -5,770.19 7,906.35
markets since last couple of years. own investing culture and it is a well- Sep-16 3,329.62 1,999.22
known fact that nations such as the Aug-16 8,778.27 -4,406.31
It looks like equity culture in India is Unites States and United Kingdom lead Jul-16 10,122.69 -6,054.60
finally making inroads. For this, lot of when it comes to equity investing. TOTAL 8,762.37 52,888.34

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 45


Cover Story
The World Bank gives importance to the This reflects that the insurance industry
ratio of stock market capitalisation to is gaining momentum. AMFI data shows that the
gross domestic product (GDP) and
includes it in one of the hundreds of We can safely say that due to extremely MF industry had added
parameters in judging the economic good performance of equity markets last 8.23 lakh SIP accounts
development of the nation. India’s stock fiscal, the participation of retail investors
market capitalisation to GDP ratio was increased in both the mutual fund each month on an average
12 per cent in 1990 and now it stands at industry and the insurance industry.
around 96 per cent (as on August 2017). during FY2017-18, with an
The Indian stock market capitalisation INVESTORS PREFER SIP ROUTE
rose from $13 billion in 1990 to $2.36 The SIP route of taking exposure to
average SIP size of about
trillion (August 24, 2017); that is equities in India seems to be the flavour `3,250 per SIP account.
~181.5-fold increase. of the season once again as more and
What is interesting to note is that the rise more investors log in to invest in their
traction seen in the SIP ranging between
World Market capitalization of listed domestic companies (% of GDP) `2500 and `4999, it clearly reflects that
majority of retail investors are willing to
test waters with smaller ticket sizes in
equity markets by taking the SIP route
for MF investing.

Even today I see there is lack of


awareness about mutual fund
investing in B15 cities. As a MF
distributor, I am conducting lot of MF
awareness programmes, but I do feel
more needs to be done when it comes
to creating awareness. I see that the
Source : data.worldbank.org
ticket size of SIP is between `5,000 to
`10,000 per month for my basket of
in the valuation of the Indian stock preferred mutual fund scheme investors. Most of the investors come
market was hitherto driven by foreign systematically. According to CAMS data,
seeking for MFs in the mid and
investors. Foreign investors alone invested there are almost 30 lakh SIP accounts
a net amount of $183 billion in the stock with ticket size ranging between `1000 to small-cap space.
market since April 2000 till December `2499, out of which the B15 cities have Sachin Rane, MF distributor
2016. The retail investors' participation almost 27 lakh such accounts. While the
has been paltry in comparison. same data source suggests there is some

The retail participation has not only


improved in mutual funds but also in the INVESTOR SHOULD FOLLOW THESE BEST INVESTMENT PRACTICES
life insurance segment. Life insurance
AUM has reached close to `30 lakh crore 1 Understand that equity markets are volatile and not risky
in FY2016-17, thus reflecting a steady
growth of 19 per cent for the period. This 2 Financial goals are as important as fund performance
growth in life insurance industry was
seen due to increase in new business 3 Investors should not change their financial goals regularly
premium and increased persistency ratio.
The growth in AUM could also be due to 4 Funds should not be judged on their short-term performance or past performance
a healthy rally in equity markets. The
5 MF performance should not be checked daily or weekly
investments in ULIPs (Unit Linked
Insurance Plans) showed a steady growth 6 The expectation of returns from MF investments should be realistic
of 27 per cent, reaching `7.50 lakh crore.

46 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Category returns
Latest Total AUM AUM CAGR 'g' over NFOs Average NFOs
Category (INR Cr) past 5 years 1 Yr 3 Yrs 5 Yrs 10 Yrs past 1 yr in past 5 years
ELSS (Tax Savings) 66,742 24.09% 18.30 13.99 18.64 11.56 2.00 2.00
Large-Cap 1,76,529 20.93% 16.26 10.89 15.62 10.40 3.00 1.00
Small/Mid-Cap 1,01,249 41.79% 19.02 18.90 24.69 14.99 2.00 1.80
Flexicap 1,39,991 24.62% 17.65 14.54 18.91 12.41 2.00 2.40
Financial Services 8,641 27.66% 25.84 18.06 18.94 17.12 - 0.80
Infrastructure 11,716 3.12% 21.72 13.46 16.41 7.47 - -
Source : Morningstar
The data in the table clearly shows the increasing appetite amongst the investors for small/mid-cap funds. The assets under management
(AUMs) grew by an impressive 41.79 per cent for the category even as financial services continue to impress with not only the AUM growth
but also the performance. The AUMs still remain large for the large-cap funds when compared to other category of funds. The NFOs data
suggests that the average number of NFOs launched in the past one year was more than the average of last five years, again indicating
optimism amongst investors in India. New NFOs get launched to tap the growing demand from the retail investors.

Busting The Myths Of MF Investing


Five-star rated funds will always give you good returns: Demat account is a must for MF investing :
There are several reputable mutual fund ratings agencies and While mutual funds can be bought through demat account, it is
they rank funds using their unique methodologies which have a quite possible that mutual funds can be purchased even by
clear bias towards historical performance. Investors should not those people who do not have demat accounts. One has to
always assume that these five-star rated funds will provide simply fill the KYC form providing details of PAN card, name,
superior returns. It is possible that a lower star rated fund may address, etc. and start investing in mutual funds.
outperform the five-star rated fund. Also, it is possible that a
five-star rated fund becomes a four-star or a three-star rated Mutual Funds are restricted to domestic markets :
fund next year.
There is no dearth of investment options via mutual funds in
SIPs mean you will never lose money : case one needs to take exposure to international equities. Sitting
in India, one can now take exposure to Korean, US, Japanese,
Merely by taking exposure to the equity markets via equity Chinese and other emerging and developed markets.
mutual funds and opting to invest through the SIP route does
not mean that you will never lose money in the market. The Only those funds with large AUMs are good for
probability of loss does come down drastically, but simply by investment :
adopting SIP route one cannot stay risk-free.
Bigger funds advertise more and are more popular with the
Mutual fund investment is risk-free : investors. However, the fund size should not matter to the
investors as there are several instances where it is seen that
Even though most of the mutual funds advertorials do those funds with smaller AUMs have outperformed the
highlights the message that investments in mutual funds are benchmark index. The table below highlights how some of the
subject to market risks, we find that most of the investors do equity funds with comparatively smaller fund sizes are
not understand what are market risks and lack awareness on outperforming the benchmark indices and providing healthy
the risk front. While investors should remember that markets returns to the investors.
are volatile and hence risky, there is always a chance of capital
erosion. Fund AUM 1 year Benchmark
(cr.) Return (%) (%)
Investing in a fund managed by a 'Star’ fund manager Principal emerging Bluechip 1143 22.77 17.53
guarantees good returns : BNP Paribas Dividend Yield 381 21.93 18.87
There is nothing called guaranteed returns when it comes to Motilal Oswal Most Focussed 25 702 22.39 15.91
equity investments and same applies to mutual fund Tata India Consumer Fund 172 38.6 15.52
investments even when the fund is managed by a ‘Star’ fund -Direct plan(Gr)
manager. Therefore, while investing, investor should not blindly Mirae Asset Great Consumer 91 23.14 17.16
follow star fund managers but select only those funds that meet Direct Plan(Gr)
their investment objective and risk appetite. Data as on August 28, 2017

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 47


Cover Story
❝Investors need to be prepared for increased
gyrations in asset prices❞
- Saravana Kumar, CIO, LIC MF

IWeWhat is your view on the markets
for H22017?
are quite constructive on the equity
funds as investors adjusted their asset
allocations across various asset classes.
Domestic inflows, changes in political
IMany
Which sectors you believe will
outperform in the coming year?
sectors are due for revival in
markets for remainder of FY17 due to situation are key variables to be tracked upcoming year: (a) banking sector
India’s macro-economic construct, for next few quarters. Improvement in should revive in coming four quarters
undergoing structural changes and likely earning can be expected from (a) due to improvement in their asset quality
improvements in the corporate banking system which should see (b) IT should see revival from improved
profitability. Due to recent rally in equity reduced pressures due to improvement demand outlook and stable currency (c)
markets, we have turned cautious in asset quality and (b) efficiency gains in infrastructure may see uptick due to
tactically. At elevated market levels, other sectors. Efforts to resolve NPL renewed focus from government. It
valuation multiples themselves bring in issues will provide reset to capital should see recovery led by investment in
implied risk. Our thesis is H2FY17 structures; it is likely to be precursor for road sector and transmission investment.
would see more strategic steps towards the long term growth of various sectors. Infra investment should help ancillary
solving some of the structural issues We expect private capex to see renewal, investment also.
faced by the economy and would also see similar to what we are experiencing in
renewed interest in completion of earlier refining and fertiliser sector. Steel sector Sectors like pharma, IT provide valuation
initiatives. Though valuation is a cause of is expected to see revival as profitability comfort, hence change in direction of
caution, we remain positive from longer improves on account of cyclical recovery. these sectors should result in significant
term perspective. performance from the returns

I
Has time come for investors to perspective.

I
How has the Q1FY18 earnings look at passive investing or you

I
season been? What is your believe one can still get more How do you analyse the
expectation on earnings in the returns by investing actively? geopolitical situation around the
coming season? Recently, we have started hearing a lot world and its impact on Indian
Q1FY18 was quite a mixed bag. The about the index funds, but the first index equities?
corporates were occupied with getting fund was set up in 1975 by John C. Bogle We follow bottom-up strategy in
ready for and implementation of GST. under the Vanguard group. Over the portfolio construction. We hence
GST destocking clearly had course of time, passive investment will consider these risks at each and every
repercussions on consumer companies. beat out some, but not all active investment level – our each investment
Most impacts were in line with what was management. People will always seek thesis is vetted for these risks before we
envisaged earlier. Financial houses were superior returns. The point of active take position in that investment.
occupied with concerns on assets management is to beat a benchmark on Intuitively for us, it makes a lot of sense
performance. Macro factors like rupee an annualised basis over the course of an as these risks have dissimilar
appreciation impacted export0oriented investment cycle and not just mimic the repercussions on various businesses.
industries like IT and pharma. benchmark. A fund manager need not
Normal monsoon till date, stable beat the benchmark every year, but Going forward, we perceive escalated
currency and abating pressure on asset should beat the benchmark on an geopolitical risks for the market.
quality are key themes for upcoming annualised basis over an investment Tensions are seen at multiple national
season. Some companies which are well cycle. A majority of managers who and international levels. We are quite
prepared for GST may be able to deliver underperform their benchmarks positive of the Indian story from a 3-5
surprises on account of efficiencies regularly over the course of an year perspective as we believe any
achieved in supply chains. Directionally, investment cycle do not have the geopolitical risk would have a medium
this quarter would also provide more majority of investor's sticky assets and term impact. However, the long term
clarity on real impact of GST as well the fund managers who are better story should remain intact. Investors
efficiency gains to be expected. performing are holding the majority of however need to be forewarned about
the investor’s sticky assets. As a result, contagion nature of such events.

I
What are the key triggers for the sophisticated investors who are sticking Investors need to be prepared for
markets that one should watch with their assets with the managers are increased gyrations in asset prices and
out for in the coming year? getting rewarded for risks of active heightened uncertainties for a length of
We have seen solid inflows into mutual management. time.

48 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


❝We expect market to correct or remain flattish in
second half of FY18❞
- PVK Mohan, Head Equities , Principal PNB Asset Management Company

I IWeInincontinue
What can you make of the recent changing the portfolio frequently in tune which sectors do you see value
market correction? Have markets with the short term market trends markets?

I
corrected enough? to believe that there are
Against the backdrop of the challenging What is your outlook on greater opportunities in the domestic-
geopolitical situation, Q1FY18 results, earnings in coming quarters oriented sectors and selective
which were slightly below expectations, and how would you view the opportunities in the export-oriented/
and valuations above the long term Q1FY18 results in particular? global sectors. Some of these include
trend, we believe the Indian markets Any scope for earnings sectors such as auto/auto ancillaries,
could correct a little more. upgrade? cement, finance and construction.

I I
As highlighted earlier, the results for
What are the challenges faced Q1FY18 were tepid and slightly lower The first half of this year was
by fund manager to beat the than expectations in part due to good for equity markets. Will
benchmark index? How uncertainty ahead of GST. We expect the second half mimic first half's
confident are you in beating results in subsequent quarters to performance? What are the key
the benchmark indices in improve, more so in the second half of factors to watch out for in the
coming years? FY18 which would be aided by demand second half?
It is difficult to predict future pick-up and low base of H2FY17. The It would be difficult to replicate the
performance, but our funds have prospects of earnings upgrade is performance of H1CY18 in the second
consistently beaten their benchmarks expected be better in the second half of half. We expect the market to correct or
over the last several years and it is our FY18 probably remain flattish for the second
endeavour to do so in future too. The key half, although there could be periodic

I
challenge in beating the benchmark What kind of returns can one bursts of rallies and corrections. The key
index in the current market scenario is expect by investing in equity factors to watch out for would be
due to the fact that stocks have been diversified mutual fund over demand environment post-GST
correcting but the index has not fallen three to five years? implementation, geopolitical
correspondingly; each time different We believe returns from equity markets environment, results for the remainder of
stock/sector helps curtail the downside could be around low teens over the next FY18 and interest rate outlook globally
in index and it is difficult to keep 3-5 years and locally.

CONCLUSION:- succumbing to wrong notions on mutual should be used as an opportunity to buy


Mutual Fund investing is not as simple as fund investing can be hazardous to more, that is exactly what SIP investment
one may like to believe. Like in any game, financial health. Investors need to adhere does. Keep your shopping list ready
one needs to have a clear strategy and to the best mutual fund investing when that happens.
focus in the 'game' of mutual fund practices as much as possible for
investing. Indian mutual fund industry is optimum results. One of the key aspects We have included top seven equity
maturing at a good pace and the retail of successful investing is keeping realistic open-ended mutual funds that we believe
investors are preferring to opt for SIP return expectations, especially in the will create good amount of wealth for
route for equity market participation. current environment where the markets investors in years to come. Do consider
While the equity culture in India is still at are richly priced. Any market correction them!
its nascent stage and there seems to be
appetite for small-cap and mid-cap funds Contrary to basing the ranking on historical performance we have
amongst the investors, the large-cap looked at individual holdings of each of the equity oriented funds and
funds still remain the ones with highest evaluated the prospective returns of individual stocks held in the fund.
AUMs. Once we estimate how the individual stocks in the fund holdings is
expected to perform we have a better view on which fund is likely to
Mutual funds investors carry certain outsmart its peers. Based on such unique methodology we have
myths on investing and it is important
identified top seven mutual fund schemes which we believe look most
that an investor does not fall prey to
myths that float around in the market as promising of the lot at the moment.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 49


Cover Story
Canara Robeco Equity Tax Saver (Growth) Category : Equity - Tax Planning

NAV# Total Assets * Expense Ratio Turnover Investment Style


`55.6 `874 Cr 2.59% 57% Large Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns (%) -1.02 2.94 21.1 15.62 10.21 -- Yogesh Patil
*Returns for 3 years & 5 years are annualised Senior Fund Manager (Equity)

PORTFOLIO ALLOCATION
MARKET CAP % Portfolio Category Avg Sector Weightings(%)
Giant 48.09 44.77
Large 25.13 26.02
Medium 14.64 22.9 8
Small 11.61 5.56 Financial Services
Micro 0.53 0.76 11 28
Industrials
Top 5 holdings (Weightage %)
HDFC Bank 8.81 Consumer Defensive
Kotak Mahindra Bank Ltd 6.48 14 Basic Material
Container Corporation of India Ltd 4.67
Infosys Ltd 4.39 Consumer Cyclical
18
ICICI Bank Ltd 4.3
% Assets in top 5 Holdings 28.65

HDFC Growth Fund - Regular Plan (Growth) Category : Equity - MultiCap

NAV# Total Assets * Expense Ratio Turnover Investment Style


`176.41 `1147 Cr 1.93% 21% Large Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% -1.53 0.77 20.32 16.56 7.54 -- Srinivas Rao Ravuri
*Returns for 3 years & 5 years are annualised Senior Fund Manager

PORTFOLIO ALLOCATION
Sector Weightings(%) MARKET CAP % Portfolio Category Avg
Giant 69.94 65.96
Large 18.86 23.96
7 Medium 5.21 8.71
Financial Services Small 0.51 1.22
9 Micro 5.48 0.15
Industrials
33
Basic Materials
Top 5 holdings(Weightage %)
9 HDFC Bank Ltd 9.97
Utilities State Bank of India 8.37
ICICI Bank 6.68
15 Technology ITC Ltd 6.22
Larson & Toubro Ltd 5.45
% Assets in top 5 Holdings 36.69

50 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


HDFC Large Cap Fund - Regular Plan Category : Equity - LargeCap

NAV# Total Assets * Expense Ratio Turnover Investment Style


`106.12 `1312 Cr 2.36% 10% Large Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% -1.53 0.77 20.32 16.56 7.54 -- Vinay Kulkarni
*Returns for 3 years & 5 years are annualised Senior Fund Manager

PORTFOLIO ALLOCATION
Sector Weightings(%) MARKET CAP % Portfolio Category Avg
Giant 89.34 65.96
Large 10.66 23.96
8 Medium 0 8.71
Financial Services Small 0 1.22
11
Micro 0 0.15
Consumer Cyclical
39
Top 5 holdings(Weightage %)
Energy ICICI Bank Ltd 9.64
17 HDFC Bank Ltd 9.52
Industrials
State Bank of India 9.51
Technology Reliance Industries Ltd 9.04
13
Larsen & Toubro Ltd 8.85
% Assets in top 5 Holdings 46.56

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 51


Cover Story
IDBI Bank Mid-cap Fund Category : Equity - MidCap

NAV# Total Assets * Expense Ratio Turnover Investment Style


`11.35 `262 Cr 2.69% N.A. Mid- Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% -0.71 7.90 N.A. N.A. N.A. N.A. V Balasubramanian
*Returns for 3 years & 5 years are annualised Fund Manager

PORTFOLIO ALLOCATION
Sector Weightings(%) MARKET CAP % Portfolio Category Avg
Giant 0 7.56
Large 44.39 23.46
Medium 46.17 44.89
8 Small 9.44 22.9
23 Basic Materials Micro 0 1.19
15 Consumer Cyclicals Top 5 holdings(Weightage %)
Bajaj Finance Ltd 3.24
Financial Services Minda Industries 3.02
Industrials Proctor & Gamble 3
Shree Cements 2.84
18 19
Healthcare RBL Bank 2.45
% Assets in Top Five holdings 14.56

SBI Magnum Midcap Fund (Growth) Category : Equity - Small Cap

NAV# Total Assets * Expense Ratio Turnover Investment Style


`75.96 `3,856 Cr 2.64% 60% Mid Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% -2.62 0.74 17.21 9.88 19.23 28.13 Sohini Andani
*Returns for 3 years & 5 years are annualised Fund Manager

PORTFOLIO ALLOCATION
Sector Weightings(%) MARKET CAP % Portfolio Category Avg
Giant 1.62 7.56
Large 16 23.46
11 Medium 55.45 44.89
22 Financial services Small 24.16 22.9
Micro 2.78 1.19
Industrials
18 Top 5 holdings(Weightage %)
Basic Materials Carborundum Universal 4.34
Cholamandalam Investment and Finance Co 4.14
16 Healthcare Manpasand Beverages 3.69
Cnsumer cyclical Strides Shasun 3.68
21 Ramco Cements 3.57
% Assets in top 5 Holdings 19.43

52 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Canara Robeco Infrastructure (Growth) Category : Equity - Infrastructure

NAV# Total Assets Expense Ratio Turnover Investment Style


`48.1 `152 Cr 2.99% 27% Mid Growth
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% 2.6 2.08 25.49 18.88 14.63 17.58 Yogesh Patil
*Returns for 3 years & 5 years are annualised Senior Fund Manager (Equity)

Top 10 holdings(Weightage %) PORTFOLIO ALLOCATION


Power Grid Corp Of India 10.05 VA Tech Wabag 5.43 MARKET CAP % Portfolio Category Avg
Container Corp. of India 8.45 Petronet LNG 5.37 Giant 30.66 29.91
UltraTech Cement 6.95 Indian Oil Corp 4.98 Large 21.33 23.07
Bharat Petroleum Corp 6.72 Grasim Industries 4.58 Medium 14.87 24.31
Indraprastha Gas 5.60 Sadbhav Engineering 4.51 Small 30.58 16.65
% Assets in top 10 Holdings 62.64 Micro 2.56 6.06

Kotak PSU Bank ETF (Growth) Category : Equity - Banking

NAV# Total Assets * Expense Ratio Turnover Investment Style


`333.49 `206 Cr 0.50% 136% Large Blend
# as on Aug 28 2017 * as on July 31, 2017

Performance
Tenure 1 Mth. 3 Mth. YTD 1 YEAR 3 YEAR 5 YEAR
Returns% -7.75 -4.71 9.13 7.73 -3.4 2.58 Deepak Gupta
*Returns for 3 years & 5 years are annualised Fund Manager

Top 10 holdings(Weightage %) PORTFOLIO ALLOCATION


State Bank of India 69.01 Union Bank of India 2.39 MARKET CAP % Portfolio Category Avg
Bank of Baroda 9.33 IDBI Bank Ltd 1.31 Giant 69.05 61.55
Punjab National Bank 7.19 Oriental Bank of Commerce 1.07 Large 20.98 28.08
Canara Bank 4.45 Allahabad Bank 0.99 Medium 9.18 8.61
Bank of India 2.5 Syndicate Bank 0.91 Small 0.79 1.76
% Assets in top 10 Holdings 99.15 Micro 0 0
Source : Morningstar

TERMINOLOGY EXPLAINED
AUM: Assets under management (AUM) is the total market value of Turnover ratio: The turnover ratio is the percentage of a mutual
assets that an investment company or financial institution manages fund that have been replaced in a given year, which varies by the
on behalf of investors. type of mutual fund, its investment objective and/or the portfolio
manager's investing style.
NAV: Net asset value (NAV) is value per share of a mutual fund or
an exchange-traded fund (ETF) on a specific date or time. YTD : Year to Date

Expense ratio: It is a measure of what it costs an investment Investment Style: It is strategy or theory used by Fund manager to
company to operate a mutual fund. An expense ratio is set asset allocation and choose individual securities for investment.
determined through an annual calculation, where a fund's operating The investment style of a fund helps set expectations for long-term
expenses are divided by the average value of its assets under performance potential and aids in advertising the fund to investors
management (AUM). looking for a specific type of market exposure.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 53


Special Report
Balance Your
Portfolio With High
Dividend Paying
FMCG Stocks
FMCG stocks in general are
high dividend yielding
stocks. Tanay Loya and
Nikita Singh look deeper
into the prospects of
identifying investment
opportunities in high
dividend paying FMCG
stocks and share some
interesting aspects on
dividend investing.

D
ividend Investing has long
been practised by those
investors looking for
regular income. With
interest rates softening in Table : Performance Of High Dividend Yielding Stocks
India in line with the global trend, Company Name Dividend Yield YTD SENSEX
investors who have hitherto not looked (%)
at equities for regular income, may find it Bajaj Corp 2.9 7.43 -9.97
interesting to own stocks that pay high VST Industries 2.64 14.7 -2.66
dividends consistently.
Dhampur Sugar Mills 2.32 93.1 75.7
But is it enough to simply identify high Balrampur Chini Mills 2.1 32.2 14.78
dividend paying stocks and start buying ITC 1.69 16.5 -0.87
them or is there more to it that meets the Jyothy Laboratories 1.59 10.9 -6.52
eye? Hindustan Unilever 1.42 44.2 26.78
Tata Coffee 1.3 21.1 3.72
Dividend investing is actually an art just
like equity investing. The trickiest aspect Glaxosmithkline Con.Healthcare 1.3 7.57 -9.83
of dividend investing is identifying the E.I.D. Parry (India) 1.23 26.9 9.52
best dividend paying stocks and then Linc Pen & Plastics 1.21 5.75 -11.65
holding on to them for the long term. Tata Global Beverages 1.21 60.8 43.38
Indeed, long-term orientation is the Marico 1.1 21 3.58
single greatest edge an investor has when
it comes to stock market investing. The
Som Distilleries & Breweries 1.08 7.46 -9.94
same applies to dividend investing. ( BSE YTD=17.4 ) As on 24 Aug. 2017

54 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Difference We can see that it is not always correct
% growth between Company to simply look at high dividend paying
in DPS in & Sensex 5 year companies for outperformance.
Company last 5 years return(%) NMDC, Coal India are some of the
Hindustan Zinc 63.22 5.21 examples of underperformance,
despite distributing high dividends
Coal India Ltd 22.33 -19.32
year-on year. However, we can see that
NMDC 19.57 -19.51 those stocks where the dividend
HDFC BANK 17.18 12.1 growth was negative, the
ONGC -2.71% -15.67 underperformance is more widespread.
Infosys -12.4 -4.1 We can safely say that investors can
ICICI BANK -21.34 -1.21 avoid those stocks which have shown
negative dividend growth.
SBI -40.55 -4.34

Those companies that have shown deploying generated capital through


consistent increase in dividend pay-out profits to accumulate growth should be
year-on-year are the ones that have primary target for any company to create
outperformed the companies that have shareholder value. Companies that have
maintained steady dividend pay-out or high dividend payout policy generally
have reported decline in dividend have sub-optimal avenues to deploy
pay-outs. generated capital in a profitable manner
for future growth.”
Most of the investing public chase growth
and follow growth-investing strategy. However, there are few seasoned
Says Rakesh Tarway, Head - Research, investors who focus on regular income
Reliance Securities, "Equity investing is and prefer equity over the fixed income
primarily meant for investing in growth. financial instruments. If we consider the
Any company’s primary mandate is to price appreciation in the high dividend
create and increase shareholder value. So, paying stocks and the regular income

Average Dividend Yield For Different Sectors


AVG dividend Annualised
Sectors PE Ratio PB Ratio yield Returns (%) Years
Dividend Taxation In India FMCG 42.60 8.92 1.35 13.07 3
According to the Income Tax Act Auto 20.21 3.98 1.03 23.69 5
Capital Goods 44.00 3.41 0.91 16.22 4
and the amendments made in its
Finance 20.98 2.17 1.14 20.69 3
clause through the Finance Bill Power 22.76 1.55 1.74 4.91 5
2017, dividend income sourced Banking 18.83 2.08 1.05 24.16 5
from equity shares of Indian Metal -4.73 1.29 3.14 6.70 5
companies are exempted from Oil And Gas 12.95 1.66 2.40 14.33 5
taxation. However, all the Consumer Durables 65.96 4.51 0.62 27.35 5
resident Indians are liable to pay Telecom 47.03 3.50 0.96 0.48 3
a 10 per cent tax on the dividend Realty -18.99 0.86 0.83 8.68 5
amount received from domestic IT 18.11 3.99 2.01 -4.45 3
companies in excess of `10 lakh, Healthcare 32.00 4.75 0.60 -12.38 3
as stated in the Bill. The following Data as on 22nd August
tax is charged over and above The above table shows the dividend distribution trend across various sectors and the average
the dividend distribution tax returns generated on a sectoral basis. We can see that FMCG is one sector that has been able to
generate returns in access of 13 per cent which compares favourably with Sensex returns over a
paid by the company which similar period. The BSE Sensex has been able to generate 11.81 per cent returns over five-year
declares such dividends. period on an annualised basis. Oil & gas is one sector other than FMCG which has a better
dividend yield and has outperformed the FMCG index returns over the five-year period.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 55


Special Report
❝Evaluate company's overall prospects before
investing in high dividend paying stocks❞
 Aasif Hirani, Director, Tradebulls Securities.

I
If you were to advise anyone on gets rewarded through appreciation in but also with pension funds and
picking high dividend paying share prices. A quick way to spot if a institutional investors. We can identify
stocks, what would it be? company can keep paying dividends at some quality and sustainable high
Who doesn’t like a stock that pays them the current levels is to see dividend dividend paying stocks by applying few
to own it? That is why there is certain payout ratio. If the ratio is above 100%, it parameters. We can start off with
attraction to high yield dividend paying means the company is paying all or more choosing stocks having dividend yield of
stocks. But before investing in these high of its income to shareholders rather than more than 4% but should ignore stocks
dividend paying stocks, there are some retaining the amount for growth. That with payout ratio of more than 80% as it
pitfalls that need to be understood. First could not be sustained by the company indicates the company is not retaining
of all, one needs to ask three questions. for long. Third, and most important, is earnings for expansion or business
Why is the company paying high looking at the stock's prospect, because if development. Moreover, high payout
dividend? Is the dividend sustainable? the stock price plunges, the losses could ratio is not sustainable in the long run.
What is the stock's overall prospect? If make dividend received irrelevant. So Investors can try to exclude companies
the company is good and paying high that is why investors need to evaluate that provide special ex-dividend on
dividend, then investors can consider overall prospects of the company. In recurring basis (Special dividend is
buying, but if the stock is having high short, high dividend stocks are great, but where company pays dividend to
dividend yield because of plunging share that should not be the only reason for shareholders from typical recurring
price, then investors should be wary. Are buying the stock. dividend cycle and dividends should be
high dividend stocks a good investment? more than 25% to be considered as

I
Not necessarily! One should pay How to construct a high special). Investors should also ignore
attention to how the dividends are paid. portfolio of high dividend stocks of companies having market cap
Does the company pay every quarter? paying stocks? under `10,000 crore and ignore stocks of
Every year? Remember, the company is High yield dividend investments are companies having debt-to-market cap
paying dividend when it wants to reward getting the limelight as dividend ratio of more than 1. These are some of
its shareholder, but if it is a growing investment is a proven method to the parameters which will help investors
company, it wants to reinvest the profit in generate good returns in this era of low in creating sound portfolio of high
the business, rather than rewarding the interest rates. So dividend stocks are not dividend paying stocks. n
shareholders. Shareholders ultimately only popular with individual investors,

generated via dividends, the investment Dividend Reinvestment Benefits


in high dividend paying stocks becomes Current value of Current value If
extremely attractive. High dividend Yielding `1 lakh invested Dividend was % Reinvestment
companies 10 years ago (`) Reinvested(`) Benefits
FMCG SECTOR OUTLOOK :
VST Industries 602676 978582 62.37
Trudging through the first half of AVANTI FEEDS 1141744 1487278 30.26
calender year 2016, the USD 49 billion
HUL 379037 487284 28.56
FMCG sector in India bolstered up on
increasing overall consumption as well as ITC 136137 167219 22.83
rural consumption of consumer DABUR 188598 211571 12.18
durables, backed by good monsoon and Data as on 23 Aug 2017
dampening commodity and crude prices,
coupled with the introduction of Dividend reinvestment is one of the most underrated aspect of equity investing. The above table
government initiatives such as Seventh highlights how, by reinvesting dividends consistently for 10 years in the same stock which
Pay Commission for Central government distributed dividends, one can significantly enhance the total return component.
employees, implementation of OROP
recommendations, higher minimum Demonetisation and GST have had a long term, with the sector benefiting
selling prices, loan waivers and negative impact on the FMCG sector. from the abolishment of taxation on
NREGA disbursements that has widely However, the short-term duel with inter-state transaction, convenient
multiplied the purchasing power in the demonetisation and GST is going to bear compliance norms and more efficient
economy. sweet fruits for the FMCG sector in the supply chain and logistics arrangement.

56 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


❝FMCG stocks are strong defensive bet for investors
looking at regular returns❞
 Himanshu Nayyar, Consumer & Agri Analyst - Institutional Research, Systematix shares

IOutlook
What is your outlook
on FMCG sector?
on the sector remains positive
regular returns via dividends in a
consistent manner without a lot of
volatility.
but things do seem to be getting
better on that front as companies
realise that there is no need to keep
as always as India is expected to remain a excess cash on balance sheets which

I
consumption-driven economy and Do high dividend paying stocks depresses both return ratios and
demand should start recovering from outperform the broader markets valuation multiples.
2HFY18 onwards, post the GST in general?
disruption seen in the last quarter which I don’t think that statement can be So, we see an increasing trend of special
should gradually normalise over the next generalised. In bullish or strong market dividends and buybacks in India which
couple of quarters. A strong monsoon conditions, they generally tend to justifiably rewards all shareholders.
this year coupled with other government underperform as investors chase growth,
measures should drive a strong recovery while they outperform in a bear or weak Although low dividend payouts are also
in the ailing rural markets. Despite RM market when safety of capital is the due to the nature of the Indian economy,
prices rising, most companies should be prime investor concern. They also tend where there are always multiple growth
able to protect their margins today, given to outperform in periods of any opportunities which the companies want
decent pricing power to pass on any geopolitical or other uncertainties. to exploit by deploying their capital, they
significant increases in addition to other are gradually understanding the need for
margin levers in the form of reducing
A&P spends and generating further cost
efficiencies.
ITheWhen is the right time to invest in
high dividend paying stocks?
best times to invest in such stocks
maintaining a balance between
allocation of capital for growth and
dividend distribution.
are either when they have corrected

I I
What is your view on investing in significantly due to any macro events or Is it correct to say FMCG stocks
high dividend yielding FMCG general market weakness or when the have better dividend paying
stocks? markets look close to peaking out and track record?
Generally, high dividend payouts is a investors see this as a good opportunity FMCG stocks in general have consistent
strong reason for investors to look at to book profits in high growth stocks and and stable dividend paying track records
FMCG stocks, but given the valuation park their gains in relatively low beta owing to the asset light business models,
multiples have gone up significantly for defensive stocks. low capex requirements, consistency in
the sector without a proportionate rise in earnings and strong cash flows. Even the

I
earnings, the dividend yield today looks Over the years, in your view, has IT sector has seen strong dividend
quite low compared to historical levels. corporate India been generous in payouts over the past few years to utilize
But definitely, FMCG stocks are a strong distributing dividends? the excess cash they have accumulated
defensive bet for investors looking at Although I would not call it generous, on the books. n

The following will not only increase view. The FMCG companies have a track payout year after year are fundamentally
the cost efficiency of the companies, record of consistent dividend strong and much sought-after by
thereby increasing the profit margins, but distribution. investors, but these stocks also make for
also strengthen the companies’ great buys in times of steep price
distribution network and market Investors looking for constructing a correction as the dividend yield improves
penetration. balanced portfolio should look at in such testing times. It is high time
investing opportunities in FMCG sector investors start considering dividend
CONCLUSION: - with a focus on those stocks that have income as one of the best forms of
While healthy dividends talk about been able to reflect dividend growth passive income, especially when the
profitability of the company and over the years. Clearly, dividends interest rates in savings and fixed
dividends do matter, they have to be constitute a remarkable percentage of deposits are spiralling down.
considered alongside many other total returns if one reinvests the
matrices and data points. Dividends dividends in the same stock that has a While doing so, the most important
don’t lie and surely high dividend long-term track record of distributing aspect to be remembered by the investors
paying stocks should be looked at dividends. Not only are the companies is that not all stocks that pay high
favourably from investment point of which are able to grow their dividend- dividends are worthy of investment.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 57


Special Report
VST Industries CMP: `2690
BSE Code: 509966 FV: 10 Market Cap (F.F.): `2,825.11 Crore

V
ST Industries Limited is one of the major Indian
conglomerates engaged in manufacturing of
cigarettes containing tobacco and unmanufactured
tobacco. The company’s manufacturing facility in
Hyderabad in Telangana mainly operates in the tobacco
segment and has a strong geographical presence across India
along with growing presence abroad.

The company is on a growth momentum, despite the trend of


year-on-year tax hikes on tobacco. The company’s strategic
portfolio expansion through marked differentiation in
products has successfully earned it high priced trademarks like
Editions King size & Total 69mm over the past two years. Also,
the company’s existing trademarks such as Special & Red
Charms are also delivering strong performance in the major
markets.

VST Industries’ efforts to cut through the competition by


offering innovative products have been well-received by
the markets, while the company’s strategic expansion plans
and growing investments to strengthen its distribution
infrastructure and widen its geographical presence is likely to On the valuation front, the share price of VST Industries
ensure company’s continued strong performance. Limited is trading at a PE of 25.54x as against its peers such as
Godfrey Phillips (49x). The company’s PE also seems to be
On the financial front, VST Industries Ltd posted 4.12 per cent slightly undervalued in comparison with the industry PE of
drop in its revenue from `586.02 crore in Q1FY17 to `561.86 33.17x.
crore in Q1FY18. The company’s profit before interest,
depreciation and tax (PBIDT) stood at `65.31 crore in Q1FY18, LAST FIVE QUARTERS (` Crore)
down by 2.38 per cent on a year-on-year basis. Jun'17 Mar'17 Dec'16 Sep'16 Jun'16
Total Income 562.24 574.83 234.51 231.68 586.98
The profit after tax of the company also decreased by 8.99 per
cent to `39.79 crore Other Income 5.71 15.63 8.87 9.36 6.05
VST Industries Limited in the first quarter of Operating Profit 71.02 77.42 76.49 59.21 72.95
Market Cap 4,207.92 FY18, as against PAT Net Profit 39.79 45.1 45.2 35.3 43.72
of `43.72 crore in
P/E (x) 25.39 Equity 15.44 15.44 15.44 15.44 15.44
Q1FY17.
P/B (x) 7.31
YTD Returns (%) 13.12 On an annual basis, 4000

1 Year Returns (%) 34.13 the company’s


3500
3 Year Returns (%) 21.02 revenue increased by
5 Year Returns (%) 9.41 10.86 per cent to 3000

Dividend Yield (%) 2.76 `2,282.39 crore in


FY17 from `2,058.77 2500

crore in FY16. The


company’s PBIDT stood at `246.16 crore in FY17, up by 3.69 2000

per cent from `237.40 crore in FY16. The company’s profit after
1500
tax stood at `167.21 crore, up by 9.21 per cent in FY17 from
Sept

Nov
Aug

Dec

Feb
Oct

Mar

Apr

May

Aug
Jan

Jul
Jun

`153.11 crore in FY16.

58 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Tata Global Beverages CMP: `193
BSE Code: 500800 FV: 1 Market Cap (F.F.): `8,039.33 Crore

T
ata Global Beverages Limited, a Tata Group
subsidiary, is a beverage company engaged in the
business of trading, manufacturing and distribution
of tea, coffee and water. The company's main
operations involve processing and blending of tea, including
manufacturing of instant tea. The company's business interests
include tea, including the cultivation, manufacture, blending
and sale of tea in packets, bulk or value-added forms; coffee,
including the cultivation of coffee and related plantation crops,
and sale of coffee in several value- added forms, and sales of
water products and other businesses.

The company has a strong presence in India, Europe, United


States, Canada and Australia, with plantation business in
both India and Sri Lanka, and extraction business in India, US
and China as well. The company’s Tata Tea brands include Tata
Tea Premium, Tata Tea Gold, Tata Tea Life, Tata Tea Agni, Tata
Tea Chakra Gold, Tata Tea Kannan Devan and Tata Tea
Gemini.
from `226.49 crore in FY16.
The company’s increasing focus on volume growth across
markets and its attempt to tailor its services and products On the valuation front, the share price of Tata Global Beverages
according to the local tastes and consumer trends is expected to Limited is trading at a PE of 33.94x as against its peers such as
continue its growth momentum through brand led expansion, Mcleod Russel (42.14x) and CCL Products India (38.73x). The
innovation and sharp cost efficiency. company’s PE is in sync with the industry PE of 33.37x.

On the financial front, Tata Global Beverages Limited posted a


4.80 per cent rise in its revenue from `820.08 crore in Q1FY17 LAST FIVE QUARTERS (` Crore)
to `859.44 crore in Q1FY18. The company’s profit before Jun'17 Mar'17 Dec'16 Sep'16 Jun'16
interest, depreciation and tax (PBIDT) stood at `160.21 crore in Total Income 1704.42 1674.26 1743.86 1625.97 1735.46
Q1FY18, up by 38 per cent as against PBIDT of `116.09 crore Other Income 14.34 16.82 14.3 30.94 21.04
in Q1FY17. The
Operating Profit 258.51 195.73 198.29 220.68 259.53
Tata Global Beverages Limited profit after tax of
the company also Interest 11.06 24.77 21.57 23.15 22.04
Market Cap 12,341.74
increased by 108.14 Net Profit 142.97 84.36 144.86 108.14 126.29
P/E (x) 34.94
per cent to `152.48 Equity 63.11 63.11 63.11 63.11 63.11
P/B (x) 3.17 crore in the first
YTD Returns (%) 61.11 quarter of FY18, as 200

1 Year Returns (%) 40.8 against `73.26 crore 190


180
3 Year Returns (%) 8.12 in Q1FY17. 170
5 Year Returns (%) 8.45 160

Dividend Yield (%) 1.2 On an annual basis, 150


the company’s 140

revenue increased 130

2.58 per cent to `3,063.89 crore in FY17 from `2,986.79 crore in 120

FY16. The company’s PBIDT stood at `362.65 crore in FY17, 110


100
up by 0.98 per cent from `359.12 crore in FY16. The company’s
Sept

Nov

Dec

Feb
Aug

Oct

Aug
Jan

Mar

Apr

May

Jun

Jul

profit after tax stood at `276 crore, up by 21.85 per cent in FY17

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 59


Our research-backed recommendations have been our greatest strength

Our Call Tracker


over the past so many years. In fact, helping investors book profits has
been the very essence of our existence. Here is a detailed guide on the
recommendations readers to get a quick insight on what to do next.

LOW PRICED SCRIP


RECOMMENDATIONS UPDATE FOR THE LAST ONE YEAR
Recom. Recom. Exit Exit Perc
Company Name
Date Price Date Price Return
11-Jan-16 Gabriel India Ltd. 98.00 08-Sep-16 120.15 22.60
25-Jan-16 Firstsource Solutions Ltd. 34.40 04-May-16 40.35 17.30
08-Feb-16 Man Industries (India) Ltd. 65.15 22-Dec-16 44.90 -31.08
07-Mar-16 Sarla Performance Fibers Ltd. 58.55 05-May-16 70.50 20.41
30-Mar-16 Adani Enterprises Ltd. 73.73 31-Jan-17 86.85 17.79
13-Apr-16 Grauer & Weil (India) Ltd. 27.40 14-Sep-16 35.45 29.38
27-Apr-16 ADF Foods Ltd. 83.70 27-Jul-16 114.00 36.20
11-May-16 V2 Retail Ltd. 48.20 25-Aug-16 84.80 75.93
25-May-16 Camlin Fine Sciences Ltd. 90.80 10-Nov-16 110.60 21.81
08-Jun-16 Sintex Industries Ltd. 75.50 16-Mar-17 99.30 31.52
22-Jun-16 National Aluminium Company Ltd. 41.95 25-Nov-16 57.05 36.00
06-Jul-16 Aro Granite Industries Ltd. 52.00 14-Jul-16 68.50 31.73
19-Jul-16 Ashok Leyland Ltd. 93.55 Open -1.02
03-Aug-16 Gallantt Metal Ltd. 37.25 03-Apr-17 47.00 26.17
17-Aug-16 Federal Bank Ltd. 64.95 16-Mar-17 88.65 36.49
30-Aug-16 Sarla Performance Fibers Ltd. 57.55 Open -2.78
13-Sep-16 Pennar Industries Ltd. 43.80 Open 16.10
27-Sep-16 Meghmani Organics Ltd. 45.85 Open -11.12
12-Oct-16 NOCIL Ltd. 77.00 13-Apr-17 99.70 29.48
26-Oct-16 Pioneer Embroideries Ltd. 69.45 15-Feb-17 47.15 -32.11
08-Nov-16 Vidhi Specialty Food Ingredients Ltd. 58.30 Open -3.52
22-Nov-16 Virinchi Ltd. 61.90 17-Jan-17 88.50 42.97
07-Dec-16 Aksh Optifibre Ltd. 24.80 28-Mar-17 21.60 -12.90
21-Dec-16 Gufic BioSciences Ltd. 50.70 04-Jan-17 60.85 20.02
04-Jan-17 Gujarat Ambuja Exports Ltd. 92.25 13-Apr-17 131.00 42.01
18-Jan-17 JK Paper Ltd. 94.30 Open 11.72
01-Feb-17 Goodluck India Ltd. 91.60 Open -8.57
15-Feb-17 Trident Ltd. 67.05 Open 23.64
01-Mar-17 Atlanta Ltd. 84.20 08-May-17 110.10 30.76
15-Mar-17 Rashtriya Chemicals & Fertilizers Ltd. 60.55 24-Apr-17 87.05 43.77
29-Mar-17 Universal Cables Ltd. 88.85 13-Apr-17 107.65 21.16
11-Apr-17 Indo Amines Ltd. 80.40 Open -4.35
26-Apr-17 AVT Natural Products Ltd. 46.25 Open -11.35
10-May-17 Himadri Speciality Chemical Ltd. 61.70 Open -0.49
24-May-17 Reliance Defence and Engineering Ltd. 63.50 Open -12.68

60 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Expert Speak
Share Buybacks: Do They Benefit Investors?
Buyback of shares is trending in IT sector lately. Dr Ruzbeh shares interesting
observations on price movements of such stocks pre and post buyback and advises
whether or not investors should go for them

S
hare buyback announcements tend to excite investors as financial returns made thereon.
the buyback price is usually at a premium compared with
the market price prevailing at that point. One of the recent We selected all companies which had declared buyback in the
examples is Infosys, which declared buyback at a price of last one year (21 August 2016-21 August 2017) and are amongst
`1,150, where the buyback price had a premium of ~19% over the top 1,000 companies based on market capitalisation. We
the volume weighted average market price. obtained financial data for 40 companies and assumed the book
closure date as DAY-0. We then obtained share price 10-days,
But is it really exciting news? The answer actually depends from 30-days and 90-days prior and post the event date and
company to company and under what circumstances a calculated the return for the period for each of the stocks. Since
particular company has announced share buyback. One should the book closure date for each company would be different,
study and analyze the offer before tendering shares. event study technique is used where -90 days indicate 90
trading days before the event date. We then obtained mean and
In simple terms, share buyback means repurchase of shares by median returns for the said period. The results are given in
the company. It can happen in three ways - Table 1.
a) Either the company purchases its own shares from the
open market on proportionate bases Table - 1 Statistics of Daily Returns pre and Post Buy Back Closure Date
b) Issue a tender offer -90 Days -30 Days -10 Days +10 Days +30 Days +90 Days
c) Negotiate a private buyback
Number of Companies 40 40 40 40 32 32
Mean Returns (%) 13 5 0.10 -1 0 2
BENEFITS TO SHAREHOLDERS: Median Returns (%) 10 2 -0.50 -2 -1 1
1. One of the common reasons why companies go for share
buyback is to boost earnings per share (EPS), because share In Table-1, we can very clearly see that maximum mean return
buyback reduces outstanding shares in the market. It is is obtained in the ‘-90 Days’ bucket (13%). This indicates that
generally done when companies have surplus cash. share price of companies increased by 13% during the 90-day
2. Another common reason for companies to go for a share period before the book closure date. This premium reduces
buyback is to distribute excess cash to shareholders because over the time. After the book closure date, there is a fall in share
the tender offer is usually more than the current price. This price and shares start recovering after 90 days from the book
is common practice when the market price keeps falling closure date. There is generally a time lag between the company
and management wants to send positive signals by buying declaring buyback, taking shareholder approval and finally
back the company's shares. A buyback reassures investors declaring the book closure date and shares of the companies
that the company has confidence in itself and is determined thus appreciate in this period.
to work towards creating value for shareholders.
3. Share buyback also makes sense for companies, because it is Investor has to analyze the offer considering he is a long-term
more tax-efficient. The companies can help investor earn a or a short-term investor. In case, if he/she is a long-term
higher tax-free income if they distribute excess cash using investor, tendering shares for a premium of 10-20 per cent
buyback as compared to dividend distribution. is not advisable. For example, in the case of Infosys or TCS,
the buyback price was set at a premium of ~18%. If investor
In India, a 15 per cent tax is levied on companies distributing is not confident of the long-term story, the best strategy is to
the dividend. In addition, the recipients have to pay 10 per cent sell all the shares before the book closure date. If the investor
more if dividend income exceeds `10 lakh in a year. In contrast, is confident of growth opportunity in the long run, then the
there is no tax on long-term gains. best strategy is to sell proportionate shares on the buy-back
date to take advantage of price momentum and hold on to the
In the present study, we analyze the historical performance of remaining shares for a longer period.
share price near the book closure date of buyback and the

Dr. Ruzbeh J Bodhanwala, Professor, FLAME University, ruzbeh.bodhanwala@flame.edu.in n CA. Shernaz Bodhanwala, Asst. Professor,
FLAME University, Shernaz.bodhanwala@flame.edu.in

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 61


QueryBoard
Investment Horizon
Query-Specific

J K TYRES NITIN FIRE PROTECTION INDUSTRIES


I am holding 1000 shares of J K Tyres purchased at
the rate of `183.50. As on date, the price is `144. I bought 500 shares of Nitin Fire at `27. Should I
Should I sell it off or hold it? hold or exit?
-Arun Jehangir - Chetan Mehta

HOLD EXIT
BSE/NSE Code 530007 / JKTYRE BSE/NSE Code 532854 / NITINFIRE
Face Value `2 Face Value `2
CMP `144 CMP `3.74
52-Week High `186.55 / Low `106 52-Week High `37.35 / Low `3.65
Your Current (21.52 per cent) Your Current (86.14 per cent)
Profit/(Loss) Profit/(Loss)

J N
K Tyre & Industries Limited manufactures tyres, tubes and itin Fire Protection Industries Limited is a Mumbai
flaps. The company operates in India, Mexico and other headquartered company with business interest in
countries. It provides a range of tyres, including passenger cylinders, fire protection, detection equipment and fire
car tyres, two/three wheeler tyres, commercial tyres, farm tyres fighting project-trading. The company manufacturers
and off the road tyres. On the financial front, J K Tyre & firefighting equipments (gas-based and water-based fire
Industries Limited posted a 12.86 per cent decline in its revenue extinguishers), providing turnkey solutions and maintenance
from `1,650.84 crore in Q1FY17 to `1,438.52 crore in Q1FY18. contracts for fire protection systems. On the financial front,
The company’s profit before interest, depreciation and tax Nitin Fire Protection Industries Ltd revenue fell sharply from
(PBIDT) declined sharply to `2.26 crore in Q1FY18, down by `41.47 crore in Q4FY16 to a negative `173.06 crore in Q4FY17,
99.11 per cent, as against a `253.33 crore in Q1FY17. The profit a massive drop of 517 per cent. The company’s profits before
after tax of the company also decreased to a negative `65.86 in interest, depreciation and tax (PBIDT) dropped massively by
Q1FY18 from a `100.85 crore in the first quarter of FY17. On an 1881 per cent to a loss of `77 crore in Q4FY17 on a yearly basis.
annual basis, the company’s revenue increased 1.50 per cent to The company’s profit after tax dropped by 1286 per cent to a net
`6,607.51 crore in FY17 from `6,442.50 crore in FY16. The loss of `96.61 crore in Q4FY17 on a yearly basis. On an annual
company’s PBIDT stood at `745.96 crore in FY17, down by basis, the company’s revenue dropped by 41.62 per cent to
25.36 per cent from `999.45 crore in FY16. The company’s `268.74 crore in FY17 from `460.36 crore in FY16. The
profit after tax stood at `332.13 crore, down by 21.76 per cent in company’s PBIDT also dropped from `38.13 crore in FY16 to a
FY17 from `424.49 crore in FY16. On the valuation front, the negative `52.26 crore in FY17, a huge decline of 237 per cent.
share price of J K Tyre & Industries Limited is trading at PE of The company posted a net loss of `96.42 crore in FY17 with its
19.46x as against its peers such as Goodyear India (16.53x) and net profit dropping by 1872.43 per cent on a yearly basis. The
MRF (25x). The stock is likely to be on a growth momentum in price of the stock has been earthbound, while the stock does
the coming quarters. We recommend reader-investors to Hold not exhibit any significant sign of recovery. We recommend the
the stock. reader-investors to Exit the stock.

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

Company Name: DEMOCRATIZING WEALTH CREATION

Vol.
Vol. No.
No. 31
32 No.
No. 20
17
Query:
Send in your queries:
DSIJ Pvt. Ltd.
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Name: North Main Road, Near Axis Bank,
Opp. Lane No. 6, Koregaon Park,
Address:
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E-mail: Email:editorial@DSIJ.in

62 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


HUDCO LIMITED NTPC
I have bought shares of NTPC at `178. Should I exit
I bought 250 shares of HUDCO at `90. Please tell me or hold?
if I should hold it or sell it off?
- Anita Devi - Kumar Gautam

HOLD HOLD
BSE/NSE Code 540530 / HUDCO BSE/NSE Code 532555 / NTPC
Face Value `10 Face Value `10
CMP `80.50 CMP `168
52-Week High `102.35 / Low `66.15 52-Week High `179 /Low `143.45
Your Current (10.55 per cent) Your Current --
Profit/(Loss) Profit/(Loss)

H N
UDCO Limited is a government-owned Miniratna TPC Limited is an India-based generator and seller of
company with over 46 years of experience. The electricity. The main business activities of the company
company provides loans for housing and urban comprise of electric power generation by coal-based
infrastructure projects in India. In the housing finance thermal power plant. The company’s other business interests
segment, the company provides loans for social housing, include providing consultancy, project management and
residential real estate and retail finance, which is branded as supervision, re-gasification, oil and gas exploration and coal
HUDCO Niwas. mining. The company has an installed capacity of 47,178
megawatts (MW) and its subsidiaries include NTPC Electric
In the urban infrastructure finance, the company provides loans Supply Company Limited, NTPC Vidyut Vyapar Nigam
for water supply, roads and transport, power, emerging sectors, Limited, Kanti Bijlee Utpadan Nigam Limited, Bhartiya Rail
which includes SEZs (special economic zones), industrial Bijlee Company Limited and Patratu Vidyut Utpadan Nigam
infrastructure, gas pipelines, oil terminals and telecom sector Limited.
projects; commercial infrastructure and others, which includes
shopping centres, market complexes, malls-cum-multiplexes, On the financial front, NTPC Limited posted a 4.26 per cent
hotels and office buildings; among others. rise in its revenue from `19,062.91 crore in Q1FY17 to
`19,879.32 crore in Q1FY18. However, the company’s profit
On the financial front, HUDCO posted an increase in revenue before interest, depreciation and tax (PBIDT) stood at
by 2.17 per cent to `899.09 crore in the first quarter of the fiscal `3,465.38 crore in Q1FY18, down by 41.52 per cent on a
year 2018, as against `879.98 crore in the fourth year-on-year basis. The company’s PBIDT stood at `4,471.32
quarter of FY17. The company’s profit before depreciation for the first quarter of FY17. The profit after tax of the
and tax (PBDT) stood at `211.97 crore for Q1FY18, company also decreased by 44.99 per cent to `2,618.17 crore in
down by 44.94 per cent on a quarter-on-quarter basis. The the first quarter of FY18, as against a PAT of `2,369.53 in
PBDT of the company for Q4FY17 stood at `385.02. Q1FY17.
The profit after tax (PAT) of the company also decreased by
33.13 per cent to `210.85 crore in the first quarter of FY18, On an annual basis, the company’s revenue increased by 11 per
against a PAT of `315.36 for the fourth quarter of financial year cent to `78,273.44 crore in FY17 from `70,506.80 crore in
2017. FY16. The company’s PBIDT stood at `12,387.90 crore in
FY17, up by 24.99 per cent from `15,483.99 crore in FY16. The
On an annual basis, the company’s revenue stood at `3,509.55 company’s profit after tax stood at `9,385.26 crore, up by 8.37
crore for FY17. The company’s PBIDT stood at `1,175 crore for per cent in FY17 from `10,242.91 crore in FY16.
the financial year 2017. The company’s profit after tax stood at
`841.81 crore for the corresponding financial year. On the valuation front, the share price of NTPC Limited is
trading at PE of 14.38x as against its peers such as NHPC
On the valuation front, the share price of HUDCO is trading at (11.45x) and Power Grid Corp (14.61x). The stock is expected
PE of 18.88x as against its peers such as DHFL (5.23x) and to go up further on the bourses with the positive undertone in
Gruh Finance (59.22x). The stock is good growth prospects, the sector and increased focus on infrastructure development.
hence we recommend reader-investors to Hold the stock. We recommend reader-investors to Hold the stock.

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 63


QueryBoard
Investment Horizon
Query-Specific

INDIAN OIL CORPORATION LIMITED CAPITAL TRUST LIMITED


What should be the strategy for Indian Oil Capital Trust is trading at around `450. Should I buy
Corporation Limited? the scrip now?
- Devendra Kumar Singh - Praven Chandrasekhar

HOLD BUY
BSE/NSE Code 530965 / IOC BSE/NSE Code 511505 / CAPITALT
Face Value `10 Face Value `10
CMP `452 CMP `490
52-Week High `454.25 / Low `275.73 52-Week High `655 / Low `322.90
Your Current -- Your Current --
Profit/(Loss) Profit/(Loss)

I C
ndian Oil Corporation Limited (IOCL) is one of the biggest apital Trust Limited is a renowned non-banking
oil refinery companies in India and across the globe. The financial company in India. The company operates in
company’s operations include sale of petroleum products leasing and hire purchase and financing items, including
and petrochemicals. The company’s other businesses including plants, equipment, machinery, generators and others. The
sale of gas, explosives and cryogenics, wind mill and solar power company also provides enterprise loans and microfinance loans
generation, and oil and gas explorations. and has over 80 branches spread across India.

The company’s business interests also extend to the The company provides retail finance for two-wheelers and
hydrocarbon value chain segment. The company has big energy commercial vehicles, besides providing loans for activities such
brands with wide-ranging presence such as Indane Liquefied as dairy and livestock, services, retail, manufacturing, trading,
Petroleum Gas (LPG) cooking gas, Servo lubricants, Xtramile food, agriculture, home improvement loan and commercial
diesel, among others. vehicles.

On the financial front, IOCL posted a 19.58 per cent rise in its On the financial front, Capital Trust Limited posted a 73.23 per
revenue from `1,07,197.10 crore in Q1FY17 to `1,28,190.50 cent rise in its revenue from `19.76 crore in Q1FY17 to `34.24
crore in Q1FY18. However, the company’s profit before interest, crore in Q1FY18. However, the company posted a loss of
depreciation and tax (PBIDT) stood at `7,999.57 crore in `6.34 in its earnings before interest, depreciation and tax
Q1FY18, down by 41.52 per cent on a year-on-year basis. The (EBIDT) in Q1FY18, down by 147.81 per cent on a year-on-
profit after tax of the company also decreased by 44.99 per cent year basis. The company also posted a net loss of `10 crore in
to `4,548.51 crore in the first quarter of FY18, against a PAT of the first quarter of FY18, decreasing by over 200 per cent from
`8,268.98 in Q1FY17. `9.12 crore in Q1FY17.

On an annual basis, the company’s revenue increased 9.47 On an annual basis, the company’s revenue increased 89.30 per
per cent to `4,45,372.91 crore in FY17 from `4,06,827.99 crore cent to `114.26 crore in FY17 from `60.36 crore in FY16.
in FY16. The company’s PBIDT stood at `31,781.06 crore in
FY17, up by 50.99 per cent from `21,048.59 crore The company’s PBIDT stood at `76.13 crore in FY17, up by
in FY16. The company’s profit after tax stood at `19,106.40 80.02 per cent from `42.29 crore in FY16. The company’s profit
crore, up by 69.95 per cent in FY17 from `11,242.23 crore in after tax stood at `36.89 crore, up markedly by 82.17 per cent in
FY16. FY17 from `20.25 crore in FY16.

On the valuation front, the share price of IOCL is trading at PE On the valuation front, the share price of Capital Trust
of 13.47x as against its peers such as HPCL (13.39x) and BPCL Limited is trading at PE of 40.64x as against its peers such as
(17.69x). The company’s PE also seems to be slightly Motilal Oswal Financial Services (233.08x). The company’s
undervalued in comparison with the industry PE of 15.81x. The PE seems to be in sync with the industry PE of 32.86x, as
stock is on a growth momentum. We recommend reader- compared to its peers. We recommend the reader investor to
investors to Hold the stock. Buy the stock. DS

(Closing price as on Aug 30, 2017)

64 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in


Reviews
In this edition, we have reviewed Stovec Industries and Hinduja Global Solutions. We suggest our
reader-investors to BOOK PROFIT in Stovec Industries and EXIT in Hinduja Global Solutions.
Change Scrip’s Movement
STOVEC INDUSTRIES BOOK PROFIT 38 Per Cent
CMP - `3500

BSE CODE Reco. Price Face Value


504959 `2538 `10

W
e had recommended Stovec On the financial front, Stovec Industries
Industries Limited in issue no. Limited posted 53.86 per cent rise in its
15 dated June 26-July 9, 2017, revenue from `40.36 crore in Q1FY17 to
under the ‘Cover Story’ section when the `62.10 crore in Q1FY18. The company’s
scrip was trading at `2,538. Our profit before interest, depreciation and
recommendation was based on the tax (PBIDT) stood at `13.26 crore for 2017
company’s consistently strong financial Q1FY18, up by 79.46 per cent on a yearly
performance, high segmental revenues basis. The profit after tax of the company
and diversified growth. Stovec Industries stood at `8.30 crore, up by 74.84 per cent On the valuation front, the share price of
Limited develops and manufactures in the first quarter of FY18 on a yearly Stovec Industries Limited is trading at a
consumables for textiles and graphic basis. PE of 26.77x as against the industry PE is
printing industry. The company also 31.95x.
offers perforated rotary screens and On an annual basis, the company’s
automatic rotary screen printing revenue increased 20.29 per cent to After our recommendation, the share
machine, besides offering digital ink `188.51 crore for fiscal year ended price of Stovec Industries Limited rose by
and sugar screens. The company December 2016. The company’s PBDT about 33.96 per cent. Since the stock is
operates in three segments, including stood at `39.10 crore in FY16 on a yearly trading at its near time peak, we had
textile consumables and textile basis. The company’s profit after tax recommended our reader investors to
machinery, graphics product and stood at `22.40 crore, up by 9.05 per cent book profit.
galvanic. in FY16.

Scrip’s Movement
Change
HINDUJA GLOBAL SOLUTIONS EXIT 14 Per Cent
CMP - `500.50

BSE CODE Reco. Price Face Value


532859 `579 `10

W
e had recommended Hinduja electronics and packaged goods
Global Solutions in issue no. industries, retail, technology as well as
20 dated September 5-18, public sector.
2016, under the ‘Cover Story’ section
when the scrip was trading at `579. Our On the financial front, Hinduja Global
recommendation was based on the Solutions posted 8.62 per cent rise in its 2016 2017
company’s strong financial growth, revenue from `378.95 crore in Q1FY17 to
profitability prospects through significant `411.63 crore in Q1FY18. However the
acquisitions and a diversified segment. company’s profit before interest, `101.53 crore, down by 17.06 per cent in
depreciation and tax (PBIDT) stood at FY17 from `122.42 crore in FY16. On the
Hinduja Global Solutions is a business `42.49 crore for Q1FY18, down by 29.26 valuation front, the share price of Hinduja
process management company operating per cent on a yearly basis. The profit after Global Solutions is trading at a PE of
in information technology (IT)/IT tax of the company stood at `12.74 crore, 11.91x, whereas the industry PE stood at
enabled services (ITES) and business down by 52.84 per cent in the first quarter 23.54x.
process outsourcing (BPO). The company of FY18 on a yearly basis. On an annual
offers both voice and non-voice based basis, the company’s revenue increased After our recommendation, the share
services such as contact centre solutions 16.13 per cent to `1,597.54 crore in FY17. price of Hinduja Global Solutions
and back office transaction processing The company’s PBIDT stood at `222.67 dropped by about 13.55 per cent. The
across the globe. It offers services in crore in FY17, down by 7.25 per cent as stock is on a downtrend, hence we had
healthcare, telecommunications and against `240 crore in FY16. The recommended investors to Exit. DS

media, insurance, banking, consumer company’s profit after tax stood at (Closing price as on Aug 30, 2017)

DSIJ.in SEPT 4 - 17, 2017 I DALAL STREET INVESTMENT JOURNAL 65


Kerbside
The recommendations provided in this column are taken from various market
sources such as brokers, analysts, dealers and investment strategists, etc. These
recommendations may not be backed by strong fundamentals. Therefore we advise
readers to use their own discretion before investing in these recommendation

REDUCE LEVERAGE
The Union cabinet in mid-
Reliance Infrastructure August approved a new Metro
BSE Code: 500390 Rail Policy that makes public-
CMP: `506.45 private participation (PPP)
component mandatory for
availing Central assistance for new metro projects. This
could open up a huge opportunity for Anil Ambani-led
Reliance Infrastructure, which is a key player in this
space and there is buzz on the street that the company
is planning to unlock value in its existing businesses
and thereby significantly reduce its overall leverage.
Traders with an appetite for risk may enter in the stock
for decent gains.

ROBUST GROWTH IN PROFITS HIGHER PENETRATION OF TILES


After having a
RBL Bank dream run India’s largest
BSE Code: 540065 since the listing Kajaria Ceramics tile company
CMP: `538 day, this BSE Code: 500233 Kajaria
private bank CMP: `707 Ceramics is
still looks a decent buy at the current likely to
levels. In the June quarter, bank’s benefit from higher penetration of
loan growth stood at 40 per cent and tiles, government focus on housing
gross non-performing assets at 1.46 and consolidation in favour of
per cent. With robust growth in organised players. The price
profits, strong loan growth and better movement in this counter over the
asset quality compared to its peers, recent past has been very good,
this is a perfect bet to participate in along with large volumes. The stock
the private banking story in India. price is expected to see further
Keep an eye on this stock as this upmove. Hence, those with a
stock could deliver decent returns. short-term trading horizon can
consider this stock.

Vakrangee

AND FINALLY..
BSE Code: 511431
CMP: `502
Vakrangee has evolved as a leading technology player, implementing
Government of India’s e-governance programmes in 16-plus states. It
provides real time BFSI (banking, financial services and insurance) services,
government-to-citizen services, logistics and e-commerce services to the
un-served and under-served rural, semi-urban and urban markets. The
company has consistently added 20,677 Vakrangee Kendra outlets during
FY16 which have increased to 35,206 Vakrangee Kendra outlets in FY17,
well ahead of the targets set out earlier. As per our sources, the company is
targeting 75,000 Vakrangee Kendra outlets by 2020. Considering its large
expansion plan, it is a good buy even at the current levels. DS

(Closing price as on Aug 30, 2017)

66 DALAL STREET INVESTMENT JOURNAL I SEPT 4 - 17, 2017 DSIJ.in

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