investment monitor - august edition

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Monitor Investment Include companies Stock Market Monitor Plus free suppliment on Top Mutual funds Cover Story 14-19 Monsoon 49-52 Turmeric 45 Stock Market Monitor 20-34 The Complete Magazine for Indian Investors www.rrfinance.com August 2009, Rs. 25 Volume X-Issue(08) This issue consist of 80 pages including 24 pages of suppliments on Mutual funds Ready Reckoner

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Page 1: Investment Monitor - August Edition

MonitorInvestment

Include companies Stock Market Monitor Plus free suppliment on Top Mutual funds

Cover Story

14-19

Monsoon

49-52

Turmeric

45

Stock Market Monitor

20-34

The Complete Magazine for Indian Investors

www.rrfinance.com

August 2009, Rs. 25

Volume X-Issue(08)

This

issue c

onsis

t of

80 p

ages inclu

din

g 2

4 p

ages

of

supplim

ents

on M

utu

al fu

nds R

eady R

eckoner

Page 2: Investment Monitor - August Edition

RNI. NO. DELENG/1999/1389 DL (ND) 11/6067/2009-11

Page 3: Investment Monitor - August Edition

Editor’s Desk3

News Bytes4

Review and Analysis8

Trend Watch10

Fixed Deposits11

Cover Story14

Stock Market Monitor20

Microinsurance Profile India35

Stock Ideas38

Technical Analysis40

Market Commentary42

Turmeric45

Monsoon49

Query Time54

Mail Box56

Not surprisingly, the FM has announced a budget keeping

the “Aam Aadmi” in mind. A number of social sector

projects have been announced which, while benefiting

employment creation and infrastructure development,

will further ...

Page 4: Investment Monitor - August Edition

August, 2009 [2]

Page 5: Investment Monitor - August Edition

Editor’s Desk

A Month of Status - Quo

July was a month of the budget. Union Budgetcontinued from where the last stimulus packages leftoff - with an increase in spending and tax cuts tocontinue the impetus to growth. The spending measuresfocused primarily on infrastructure and rural spending,especially NREGA (the rural employment scheme), withthe mantra being 'inclusive growth.' The tax measuresfocused on boosting demand by reducing income taxes,

the fringe benefit tax, and incentivesfor investment. The emphasis on GST(Goods & Sales Tax) implementationby 2010 was heartening to shore upthe revenue base. In general, wecommend the fiscal proposals to boostthe economy, and think a short termincrease in the deficit is warranted.Although the deficit is higher than

expected, we do not think the financing of it will bedifficult. There were expectations of structural reforms- insurance, subsidies, divestment, foreign directinvestment. Most of the expectations, however, wereunreasonable, and were not met. The budget, however,is a fiscal document and we think the short-term policyobjective of stimulating demand will likely be achievedby this budget. A more detailed analysis of the budgetand its impact on various sectors can be found in thisedition's cover story.

Towards the end of the month RBI had its quarterlypolicy review in which it kept the key rates unchanged.It also revised upwards the growth figures which isheartening. However, it cautioned that the inflationpressures are increasing and after the base effect tapersoff in October, we may return to inflation rates of morethan 4%. The RBI is thus expected to be more active inmanaging inflation and interest rates may not fall anyfurther.

The month went by was largely without any surprises.As we head towards a new month we advice ourinvestors to approach the new month with optimismwhile remaining cautious.

Head Office : 47 MM Road, Rani Jhansi Marg, Jhandewalan, New Delhi -110055,

Tel : 011-23636363/62,Fax : 011-23636746

Ahmedabad Office : 401 , Abhijit-1 , Opp. Bhuj Mercantile Bank, Mithakhali 6 Road,

Navrangpura, Ahmedabad : 380009, Tel : 079-26467260, 079-26404241, 09327037108

Bangalore Office : S-111, Manipal Centre, 47 Deckinson Road, Bangalore-560042,

Tel : 080-09343795727, 9448267617, 080-25581513, 09341940796, 0943795727, 30945047

Chennai Office : 3rd Floor, Precision Plaza, New # 397, Teynampet, Anna Salai,

Chennai - 600 018, Tel : 044 - 42077370, 42077371, 09382330263, 09382330261

Chandigarh Office : SCO 222-223, Ground Floor, Sector 34-A, Opp. State Library,

Chandigarh, Tel :0172-2624896, 2624796, 4620067, 3240150, 0 9316135518

Dehradun Office : 56 first floor, Rajpur Road, Opp. Madhuban Dehradun,

Uttranchal- 248001, Tel : 0135-3258181, 09368141585, 09837069717

Jaipur Office : 7, Katewa Bhawan, Opp. Ganpati Plaza , M.I. Road, Jaipur -302001,

Tel : 0141-3235456, 5113317, 9314639805

Kolkata Office : 704, Krishna Building, 224 AJC Bose Road, Kolkata-700017,

Tel : 033-22802963, 30974687, 09339730866, 9339234900, Fax : 22802964

Lucknow Office : G-32, Shriram Tower, 13-A, Ashok Marg, Lucknow-226001,

Tel : 0522-2286518, 2286110, 9335914247, 93505520417 Fax : 2286110

Mumbai Office : 133A, Mittal Towers, A Wing, 13th Floor, Nariman Point,

Mumbai 400021, Tel : 9324804084, 9324804086

Vadodara Office : 222, Siddharth Complex, 2nd floor, RC Dutt Road, Alkapuri,

Vadodara - 390007, Tel : 09327037108, 9377355576

Delhi Associate division :

Connaught Place Office : N-24, Connaught Place, New Delhi-110001,

Tel :011 41523306, 41523229, 9350316008

Faridabad Office : 55, 1st Floor, Near Flyover, Neelam Chowk, NIIT Faridabad 121001,

Tel : 95129-2427367, 2427361, 9350316009

Ghaziabad Office : 114, Satyam Complex, Raj Nagar D C, Raj Nagar, Ghaziabad

201002, Tel : 9312940453, 9312056336

Janakpuri Office : 111, Jyotishikar, 8 Distt. Centre, Janakpuri, New Delhi-110018,

Tel :011-25617654, 09310684750

Noida Office : P-5, UGF, Ocean Plaza, Sector-18, Noida-201301,

Tel : 95120-4336992, 2513989, 9312940493

Pitampura Office : Shop No. 24, FD Market, Nr. Madhuban Chowk, Pitampura, Delhi-

110034,Tel : 011-273114419, 9312940490

Preet Vihar Office : 106 Pankaj Chambers, Preet Vihar Community Centre, Delhi-

110092, Tel : 42421238-39, 9312940456

Rajendra Place Office : 118, Gagandeep Building , Rajendra Place, New Delhi-110008,

Tel : 011-41538956, 41537856, 9350316011

ITO Office :105, Pratap Bhawan, Bahdur Shah Zafar Marg, New Delhi-110001,

Tel : 011-41509018, 42512404

Vasant Kunj Office : 105, Anchal Plaza, Plot No. 7, Sec-8, Vasant Kunj, New Delhi-

110070, Tel : 26891262, 26134767, 9312940454

Research V. P. - Suhail Zaman [email protected]

Research Team- Simmi Batra [email protected]

Shaurya [email protected]

Rekha Chauhan [email protected]

Media Marketing Exec. Aseem Srivastava [email protected]

Published by Raghunandan Prasad on behalf of RR Information &

Investment Research (P) Ltd.,412-422, Indraprakash Building,21,

Barakhamba Road, New Delhi-110001

Design by RR Information & Investment Research (P) Ltd.

Printed at : Ratna Offset, C-101, D.D.A Complex,Okhla Indl. Area, Phase-I,

New Delhi - 110 020.Tel : 41811683, 26816047

This publication is for informational purposes only and contains information, opinion,

material obtained from reliable sources and efforts have been made to avoid errors and

omissions and is not to be construed as an advice or an offer to act on views expressed

therein or an offer to buy and/or sell any securities or related financial instruments and

the publisher shall not be responsible and/or liable to anyone for any direct or

consequential use of the contents thereof. The reproduction of the contents of this

magazine in any form or by any means without prior written permission of the publisher

is prohibited.All advertisements appearing in this publication are at the sole risk &

responsibility of the advertiser.All disputes shall be subject to the exclusive jurisdiction

of Delhi courts only.

Volume: X

Issue :(08) August 2009

Editor: Rajat Prasad

RAJAT PRASAD

August, 2009 [3]

Information Research

Page 6: Investment Monitor - August Edition

August, 2009 [4]

Essar eyes majoritystake in Dhabi’sAfrican assetsContinuing its global expansion spree,

Ruias-promoted Essar Group entered

into a deal with the Dhabi Group of

UAE to buy out a majority stake in its

telecom business in Africa.The Dhabi

group offers telecom services in

African countries under the brand

name Warid Telecom. The company

has recently acquired telecom

licences for two more markets -

Uganda and Congo.The transaction

will involve an equity infusion into

these businesses as growth capital and

will be the basis of a partnership to

create a significant presence in

Africa.The Dhabi group has engaged

Standard Chartered Bank to act as an

exclusive financial advisor for the

deal.Essar has significant interests in

telecommunications services,

spanning mobile telephony, telecom

tower infrastructure, telecom retail

and IT/telecom enabled services.It

holds a 33% interest in Vodafone

Essar, which is a joint venture with

the Vodafone Group, and is one of

India’s largest cellular service

providers, with over 75 million

subscribers.The group has also

recently launched mobile services in

Kenya as a fourth mobile cellular

network under the brand ‘yu’.

Jindal buys SouthAfrica Kiepersolcoal mineContinuing its global expansion spree,

Ruias-promoted Essar Group entered

into a deal with the Dhabi Group of

UAE to buy out a majority stake in its

telecom business in Africa.The Dhabi

group offers telecom services in

African countries under the brand

name Warid Telecom. The company

has recently acquired telecom

licences for two more markets -

Uganda and Congo.The transaction

will involve an equity infusion into

these businesses as growth capital and

will be the basis of a partnership to

create a significant presence in

Africa.The Dhabi group has engaged

Standard Chartered Bank to act as an

exclusive financial advisor for the

deal.Essar has significant interests in

telecommunications services,

spanning mobile telephony, telecom

tower infrastructure, telecom retail

and IT/telecom enabled services.It

holds a 33% interest in Vodafone

Essar, which is a joint venture with

the Vodafone Group, and is one of

India’s largest cellular service

providers, with over 75 million

subscribers.The group has also

recently launched mobile services in

Kenya as a fourth mobile cellular

network under the brand ‘yu’.

ONGC hiresCitigroup for adviceon USD 3 bn GhanadealOil & Natural Gas Corporation

(ONGC) has hired Citigroup to advise

it on a bid for Kosmos Energy`s stake

in an oil field in Ghana in a deal that

News BytesCorporate News

Page 7: Investment Monitor - August Edition

August, 2009 [5]

could be worth between USD 3

billion and USD 5 billion.Kosmos,

which has received a total of USD 800

million in financing from Blackstone

and Warburg Pincus, has hired

Standard Chartered and Barclays to

sell its stakes in the offshore Jubilee

oil field.Kosmos, which has received

a total of USD 800 million in

financing from Blackstone and

Warburg Pincus, has hired Standard

Chartered and Barclays to sell its

stakes in the offshore Jubilee oil

field.A potential sale of Kosmos`

stake in the Jubilee field is being

closely watched as the asset is one of

the largest oil finds in West Africa in

the past decade.

Tata Power raises1,600 cr from intl mktTata Power Company today said it

had raised $335 million (about Rs

1,619 crore) through issue of

securities in international markets.

Each of the issued 14,838,110 Global

Depository Receipts (GDRs) was

priced at $22.577.Tata Power said it

plannned to use the proceeds to fund

capital expenditure of its existing

power plants, projects under

implementation and other future

projects.Tata Power requires Rs

23,600 crore by March 2012 to

complete its ongoing expansion. The

company has already tied up Rs

18,100 crore as debt and other loans

from various financial institutions.

The company has to raise Rs 5,500

crore on its own to fund the equity

portion and for other capital

expenditure.

Infosys bags e-bizgovt contractInfosys Technologies today bagged

an order from the Union commerce

ministry to set up an e-business

platform which will give companies

easy access to government

information and services. The

company will design, implement,

maintain and expand it for 10

years.Financial details of the project,

awarded by the department of

industrial policy and promotion, were

not disclosed. The eBiz Project

announced today is among the 27

central, state and integrated mission

mode projects under the National e-

Governance Plan of the Department

of Information Technology. Under it,

Infosys will also do training,

workshops, promotion and awareness

campaigns.

Hyundai to invest$3.3 bn in ecoprojects by 2013Hyundai Motor Group, the world’s

No. 5 automakerplans to invest 4.1

trillion won ($3.3 billion) in

developing eco-friendly cars and

reducing carbon dioxide by 2013The

plan came after Samsung Electronics

Co Ltd announced a 5.4 trillion won

investment plan in green research and

development and facilities.

StanChart to re-enter bidding forRBS assetsUK-based lender Standard Chartered

Plc has decided to re-enter the bidding

process for some non-core assets of

Royal Bank of Scotland Plc (RBS),

and is now conducting a second round

of “due diligence” on RBS assets in

India, China and Malaysia.Due

diligence involves an audit of a

potential investment, including the

inspection of financial records and

assets. Non-core assets are those that

a bank deems not to be central to its

main business

Page 8: Investment Monitor - August Edition

August, 2009 [6]

Kotak mutual fundlaunches KotakSelect Focus fundKotak Mutual fund has launched an

open ended equity plan namely

Kotak Select Focus fund. The fund

will remain open for subscription

from 22nd July, 2009 to 20th

August, 2009. The investment

objective of the scheme is to

generate long term capital

appreciation from a portfolio of

equity and equity related securities,

generally focused on a few selected

sectors. The fund will offer growth

and dividend option to the

investors. During the NFO period

the scheme will charge an entry

load of 2.25 per cent for amounts

less than Rs. 5 crores and an exit

load of 1 per cent for investment

amount less than Rs. 5 crores if the

same is redeemed within 1 year.

The scheme is benchmarked against

S&P CNX Nifty and is managed by

Mr. Krishna Sanghvi, Mr.

Emmanuel Elango and Mr.

Abhishek Bisen.

Franklin Templetonrevises exit loadunder its schemeFranklin Templeton mutual fund

has declared revision of the exit

load structure under its scheme

Templeton India Short Term Income

Plan. As per the revised structure

the scheme will now charge an exit

load of 0.50 per cent for investment

below Rs.25 crore and an exit load

of 0.75 per cent for investment

amount greater than or equal to Rs.

25 crore if the same is redeemed

within 5 months from the date of

allotment. Templeton India Short

Term Income Plan is an open end

scheme, which has the objective to

provide stable returns by investing

in fixed income securities. The

revision in the exit load structure

will take effect from 17Th July,

2009.

Reliance MutualFund introducesinstitutional planunder its schemeReliance Mutual fund has introduced

institutional plan under its scheme

Reliance Regular Savings Fund, debt

option with effect from 13th July,

News Bytes

Mutual Fund News

Page 9: Investment Monitor - August Edition

August, 2009 [7]

2009. The minimum application

amount under the new plan would be

Rs. 25 lakhs and in multiples of Re.1

thereafter. The facilities offer under

institutional plan include dividend

transfer plan, systematic withdrawal

plan, Trigger facility, alternative

means of redemption and online

transaction. Reliance Regular Savings

Fund-Debt Option is an open ended

scheme with an investment objective

to generate optimal returns consistent

with moderate level of risk. This

income may be complimented by

capital appreciation of the portfolio.

Accordingly investments shall

predominantly be made in debt and

money market instruments.

DSP BlackRockMutual Fundlaunches DSP BlackRock World EnergyDSP Black Rock Mutual Fund has

launched its fund DSP Black Rock

World Energy Fund. The new fund

offer commences on 10th July, 2009

and closes on 31st July, 2009. The

primary investment objective of the

Scheme is to seek capital appreciation

by investing predominantly in the

units of BlackRock Global Funds –

World Energy Fund (BGF – WEF)

and BlackRock Global Funds – New

Energy Fund (BGF – NEF). The

scheme offers regular and

institutional plans with each plan

offering growth and dividend options.

The institutional plan does not carry

any load however the entry load

charged under the regular plan is 2.25

per cent for investment amount less

than Rs.5 crore. The scheme will levy

an exit load of 1 per cent if the

investment is redeemed within 6

months and that of 0.50 per cent will

be levied if the investment is

redeemed after 6 months but before 1

year. The scheme will be

benchmarked against MSCI World

Index.

Nomura AMC andLIC Mutual Fundenter into strategicpartnershipLIC Mutual Fund Trustee Company

Private Limited and LIC Mutual

Fund AMC have joined hands with

Nomura Asset Management Co. Ltd.

Nomura AMC will be a strategic

partner in India and will acquire 35

per cent stake in LIC MF AMC as

well as in LIC MF trustee. The

parties have signed the agreement on

11th July, 2009 for the purpose.

Nomura AMC is a wholly owned

subsidiary of Nomura Holdings Inc.

of Japan and is a leading financial

services group and the preeminent

Asian-based investment bank with

worldwide reach. It had 18950.2

billion yen of assets under its

management as on 31st March, 2009.

On the other hand, LICMF AMC had

Rs.32,414.92 crore of average assets

under management for the month of

June, 2009.

Bharti Axa mutualfund revises exitload under its scheme Bharti Axa Mutual Fund

has revised the load

structure under the

regular and eco plan

of its scheme Bharti

Axa Equity Fund.

Under the regular

option the

scheme will

charge an exit

load of 2 per

cent for

investment

below Rs. 5

crore, if the

same is

redeemed within 1 year from the date

of allotment. For Eco plan and for

investments through SIP or STP an

exit load of 2 per cent will be levied

if the investment is redeemed within

1 year from date of allotment. The

revision in the load structure has been

in effect from 06th July, 2009. Bharti

AXA Equity Fund is an open ended

equity growth fund with an

investment objective to generate

income and long-term capital

appreciation through a diversified

portfolio of predominantly equity and

equity-related securities

including equity

derivatives, across all

market capitalizations.

Page 10: Investment Monitor - August Edition

August, 2009 [8]

Closing price Closing price

Security Name 29/07/09 29/06/09 % Change Market Cap Latest P/E Ratio

ACC 866 768.9 12.6284 16254.8203 11.0262

B H E L 2262.5 2204.3501 2.638 110753.8984 34.348

Bharti Airtel 427.55 401.05 6.6077 162333.8906 19.3637

DLF 426.1 310.8 37.0978 72317.6953 46.7215

Grasim Inds 2837 2310.25 22.8006 26006.7793 15.6265

H D F C 2374.3501 2345.3999 1.2343 67564.5 28.3945

HDFC Bank 1425.15 1491.75 -4.4646 60737.043 25.4491

Hind. Unilever 277 267.1 3.7065 61239.1602 28.6453

Hindalco Inds. 93.45 86.45 8.0972 15893.041 7.1281

ICICI Bank 739.65 722 2.4446 82348.1953 21.0727

Infosys Tech. 1994.75 1776.9 12.2601 114311.1406 18.985

ITC 240.45 190.45 26.2536 90755.4453 26.7464

JP Associates 241.25 205.05 17.6542 33818.4258 33.6941

Larsen & Toubro 1494.45 1568.3 -4.70 89 87612.1328 30.4617

M & M 822.8 692.5 18.8159 22941.3105 30.4741

Maruti Suzuki 1388.9 1065.45 30.3581 40128.0977 30.0303

NTPC 217.3 195.05 11.4073 179173.8438 20.6756

O N G C 1102.3 1067.1 3.2987 235767.6406 16.4449

Ranbaxy Labs. 269.75 245.05 10.0796 11339.2109 70.2474

Rel. Comm. 290.5 289.9 0.207 59959.7813 30.7407

Reliance Inds. 1910.25 2023.35 -5.5897 300648.5313 19.7728

Reliance Infra. 1209.95 1197.5 1.0397 27395.6875 25.5318

St Bk of India 1680.5 1742.05 -3.5332 106691.5859 12.0216

Sterlite Inds. 657.5 607.85 8.1681 46597.0234 39.2772

Sun Pharma. 1253.95 1090.95 14.9411 25971.8125 20.5263

Tata Motors 414.2 291.15 42.2634 21301.8926 21.2519

Tata Power Co. 1265.6 1149.7 10.0809 28097.5859 42.5841

Tata Steel 468.95 390.8 19.9974 34261.0195 6.5864

TCS 479.75 389.7 23.1075 93896.6719 19.6942

Wipro 464 377.65 22.8651 68008.4766 18.7551

Review andAnalysis

Page 11: Investment Monitor - August Edition

August, 2009 [9]

PSU BANK Losers

Company 28/06/09 28/07/09 % change

Bank of India 358.5 318.8 -11.07

Oriental Bank 185.55 165.2 -10.97

IDBI Bank 116.85 106.25 -9.07

Bank of Baroda 450.2 417.05 -7.36

Union Bank (I) 246.35 233.65 -5.16

Realty Gainers

Company 28/06/09 28/07/09 % change

Parsvnath Devl. 87.95 119.2 35.53

DLF 338 412.1 21.92

Anant Raj Inds 103.95 125.25 20.49

Indbull.RealEst. 213.45 238.1 11.55

Ansal Properties 57.65 63.95 10.93

Metals Gainers

Company 28/06/09 28/07/09 % change

Guj NRE Coke 47.6 59.3 24.58

Sesa Goa 186.85 228.05 22.05

Jindal Steel 2588.3999 3092.3 19.47

Tata Steel 397.15 457.35 15.16

Hind.Zinc 610.1 699.45 14.65

Auto Gainers

Company 28/06/09 28/07/09 % change

MRF 3349.75 4454.8999 32.99

Maruti Suzuki 1066.2 1369.95 28.49

Bharat Forge 150.8 185.15 22.78

Apollo Tyres 31.9 39.05 22.41

Hero Honda Motor 1382.85 1683.25 21.72

MIDCAP Losers

Company 28/06/09 28/07/09 % change

Bajaj Hindusthan 229.25 182.25 -20.50

TV 18 India 128.2 104.35 -18.60

Jai Corp 278.4 228.05 -18.09

Nag. Fert & Chem 41.8 34.8 -16.75

Gammon Infra. 129.6 108.15 -16.55

Small Cap Gainers

Company 28/06/09 28/07/09 % change

Geekay Finance 151.45 312.15 106.11

Kwality Dairy 164.9 286.8 73.92

Kemrock Inds. 268.45 406.9 51.57

Uttam Galva 43.4 63.8 47.00

CEAT 89.35 130.05 45.55

Indian Market World Market

BSE FMCG NIKKEINASDAQBSE AUTO BSE IT BSE METAL

SENSEX

15

33

13

.69

%

HANG SENGDOWNIFTY BSE PSU BSE

Capital Goods

12

66

2-

4.2

0%

82

95

4.7

1%

45

64

3.9

6%

2638

15.9

6%

12506

11.5

2%

3773

14.1

6%

5622

20.9

0%

10113

3.3

7%

1967

6.6

7%

20

13

59

.13

%

90

70

6.3

4%

Page 12: Investment Monitor - August Edition

GOLD MUMBAI

August, 2009 [10]

Prime Economic IndicatorsPrime Indicators

RUPEE

INFLATION

G SEC

FOREX

BRENT

CALL RATES

BSE SENSEX

Page 13: Investment Monitor - August Edition

August, 2009 [11]

Fixed DepositSchemesHDFC Limited : The Housing Development

Finance Corporation Limited (HDFC) was

amongst the first to receive an 'in

principle' approval from the Reserve Bank

of India (RBI) to set up a bank in the

private sector, as part of the RBI's

liberalisation of the Indian Banking

Industry in 1994. The bank was

incorporated in August 1994 in the name

of 'HDFC Bank Limited', with its

registered office in Mumbai, India. HDFC

Bank commenced operations as a

Scheduled Commercial Bank in January

1995.

FINANCIALS .

JAIPRAKASH ASSOCIATES LTD • A leader in engineering & construction

of hydropower projects in India.

• The Company has the largest market

share in the Indian hydropower, E&C

and EPC sector

• Participated in 54% of hydropower

projects developed in 10th 5-Year

Plan in different capacities.

• The Jaypee Group well diversified

infrastructural industrial

conglomerate in India.

• Over the decades it has maintained its

salience with leadership in its chosen

line of businesses - Engineering and

Construction, Cement, Private

Hydropower, Hospitality, Real Estate

Development, Expressways and

Highways.

FINANCIALS

The key non-EPC projects

completed/under executions across

India are -• 1450 MW Sardar Sarovar Project, the

largest water resource project in India.

• 1000 MW Tehri Dam, Asia's highest

rockfill dam.

• 1000 MW Indira Sagar Power House,

second largest surface power house in

the country.

• 1500 MW Nathpa Jhakri Power

House, the largest underground

surface power house in the country.

JINDAL STEEL AND POWER LTD

• JSPL is part of over US $ 10 billion

Jindal Organisation.

• JSPL (with the turnover of Rs. 5500

crore) is one of the most efficiently

run steel company

• Established in the year 1990 by hiving

off the Raigarh & Raipur Divisions of

Jindal Strips Ltd. JSPL in the largest

private sector investor in the State of

Chhattisgarh with an ongoing

investment commitment of Rs. 25,000

crore. Further capacity expansion at

Raigarh: 3 MTPA Steel Production

and 600 MW Power Generation

• Signed an MOU with the State

Government of Orissa to set up a 12.5

Million Ton steel plant by investing

US$ 10 Billion, power generation

being 2500MW.

• Signed an MOU with the State

Government of Jharkhand to set up a

11 Million Ton steel plant with an

investment of US$ 9 Billion, power

generation being 2600 MW.

• JSPL is an ISO 9002 & ISO 14001

certified Company.

• Set up an industrial Estate over 750

Acre land in distt. Raigarh, more than

30 industrial units are already in

operation, supplying power from

captive power plant on long term basis

@ Rs. 2.50 per unit.

• Carrying out reconnaissance and

survey for diamonds in Jahspur

Chhattisgarh, in Gumla, Simdega

distt. In Jharkhand and in Democratic

Fixed Deposits

(Rs in cr)

Mar '07 Mar '08

12 mths 12 mths

PBDIT 5,659.09 8,575.24

Interest 3,673.28 5,184.53

PBT (Post Extra-ord Items) 1,968.35 3,374.11

Tax 397.97 937.86

Reported Net Profit 1,570.38 2,436.25

Shares in issue (lakhs) 2,530.07 2,840.38

Earning Per Share (Rs) 62.07 85.77

Equity Dividend (%) 220.00 250.00

Book Value (Rs) 219.42 420.62

Rate of Interest:

Period Annual Monthly Cumulative

15 (Months) - 7.45 7.75

30 (Months) 8.25 7.95 8.25

45 (Months) 8.10 7.80 8.10

Min. amt (Rs.) 20,000 40,000 20,000

For Cumulative Option Interest is compounded annually.

Senior citizens could earn an additional 0.25% p.a

Income Statement (Sep '08) (Mar '08)

Quarterly Annual

Net Sales 1182.6 3985

Other Income 104.03 289

PBDIT 451.84 1386

Net Profit 203.13 610

Total Share Capital 234.3

Net Worth 4598

EPS 5.2

Last Dividend 114.6

Rate of Interest*

6 Months 12 Months 24 Months 36 Months

11.00% 11.00% 11.50% 12.00%

*Sr. Citizen .50% Extra Interest

Page 14: Investment Monitor - August Edition

August, 2009 [12]

Republic of Congo.

FINANCIALS

INDSWIFT GROUP(IND-SWIFT LTD AND IND-SWIFT LABS)

Ind-Swift Laboratories is a part of the Ind-

Swift group and is based at Chandigarh,

India. It has been promoted by Ind-Swift

Limited in joint venture with the Punjab

State industrial Development Corporation

Limited (PSIDC).

The group has established a strong

reputation as innovators in the Indian

pharmaceutical industry.

This would enable us to roll out API's in

the North American market. ISL Inc. has

partnered with top US generic companies

for generic pharmaceutical business.

Indswift is are also working on alliances

with biotechnology companies in North

America

Ind-Swift Laboratories has a significant

presence in more than 45 countries, in

addition to a strong position in the

domestic market. Its research and

development centre employs over 150

scientists

FINANCIALS

UNITECH LTD.• Unitech in future plans to diversify

more aggressively into other related

areas like hospitality and

entertainment. This is evident from

the company`s joint venture

International Recreation Parks, a

50:50 joint venture between Unitech

Investments and International

Amusement which is developing a

145 acre amusement park at Noida

• In 2007, the company signed a pact

for a mega deal valued at INR 33.28

billion over a 10-year period to set up

the Vizag Knowledge City on 1,750

acres of land near Vishakapatnam. It is

investing USD 720 million in four

years to build 28 hotels with help from

partners like Marriott International.

• The company`s construction projects

include residential, hotels,

transmission lines, highways, and

overseas turnkey projects. It has

completed residential projects such as

Karma Lakelands, Uniworld City,

Greenwood City, Nirvana Country

and The Palms; commercial projects

in Gurgaon including Global Business

Park, Signature Towers, Infospace,

Unitech Business Park, and

Millennium Plaza to name a few;

retail and leisure projects in Gurgaon

and Noida including Greenwood

Center, The Great India Place and the

Shikshantar School in Gurgaon, and

the Radisson Hotels in Delhi.

• Land reserve of over 11,000 acres

spread across major centres in India

• Market capitalization* of appx Rs

10,000 cr

FINANCIALS

UNITED SPIRITS• United Spirits Limited (USL) is the

largest Spirits Company in India and

among the top three spirits companies

in the world.

• USL has a global footprint with

exports to over 59 countries. It has a

sizeable presence in India with

distilleries and sales offices all across

the country, and a committed team of

over 7500 people dedicated to the

fulfillment of the company's mission.

It has established manufacturing and

bottling plants in every state of India.

In addition, to deliver its products to

customers located anywhere in India,

USL has established a robust

distribution network covering the

whole country."

FINANCIALS

TRIVENI ENGINEERING LTD• The Company is among the three

largest sugar manufacturers in India,

and the market leader in its

engineering businesses comprising

steam turbines, high speed gears,

gearboxes, and water treatment

solutions.

• India's sugar production for the year is

45% less than the previous year, so the

chances of price rise are buoyant.

• The outstanding order book of this

business as on 31st March 2009 stood

at Rs. 1.88 billion.

• General Electric Company`s (GE) oil

and gas division inked an agreement

with Triveni Engineering & Industries

to enter the fast growing high speed

reciprocating (HSR) compressor

market in India.

FINANCIALS

Fixed Deposits

(Rs in cr)

Mar '06 Mar '07 Mar '08

12 mths 12 mths 12 mths

Sales Turnover 2,877.95 3,919.79 6,131.63

Operating Profit 1,032.81 1,409.81 2,295.91

PBT(Post Extra-ord Items)727.85 944.84 1,502.51

Tax 154.91 241.85 265.55

Net Profit 572.94 702.99 1,236.96

Shares(lakhs) 307.92 307.92 1,539.61

EPS (Rs) 186.07 228.30 80.34

Equity Div.(%) 300.00 360.00 400.00

BV (Rs) 598.76 810.51 243.92

RATE OF INTEREST

Period 1 YR 2 YR 3 YR

- 10.00 % 10.75% 11.00%

(Rs in Lacs)

2008 2007

Share Capital 32467 16233

Reserves & Surplus 181914 99866

PAT 103067 98355

Div (%) 12.5 25

Rate of Interest:-

Period Min Amt (Rs.) ROI Payable Yieldon maturity

6 mths 25000 11% 26375 11%

12 mths 10000 11% 11157 11.57%

24 mths 10000 11.50% 12572 12.86%

36 mths 10000 12.00% 14308 14.36%

Income Statement (Sep '08) (Mar '08)

Quarterly Annual

Net Sales 911.36 3166.25

Other Income 3.15 29.39

PBDIT 191.51 659.76

Net Profit 93.89 321.06

Total Share Capital 102.23

Net Worth 1342.02

EPS 52.21

Latest Dividend 24.07

Market Price of Per Equity Share 821

Rate of Interest:-

12 Months 24 Months

11.00% 11.50%

(Rs in cr) Mar '06 Mar '07 Mar '08

12 mths 12 mths 12 mths

Net Sales 273.83 377.03 513.08

Net Profit 17.27 20.85 31.25

EPS (Rs) 4.64 5.61 8.40

Equity Div (%)20.00 20.00 20.00

BV (Rs) 34.10 39.97 47.89

Rate of Interest:-

12 mths 24 mths 36 mths 48 mths

Ind Swift Ltd 10.50 11.50 12.00 12.50

Ind Swift Labs 10.50 11.50 12.00 12.50

200809 200709 200603 200503 200403

Equity PaidUp 25.79 25.79 25.79 8.32 8.32

Networth 766.84 674.86 512.16 173.73 127.09

Net Sales 1585.79 1908.36 1199.16 963.14 581.62

PBT 134.54 78.44 161.14 124.04 25.46

PAT 111.52 75.43 131.50 99.52 17.75

BV(Unit Curr) 29.73 26.17 19.86 20.88 152.75

Market Cap. 2029.67 2856.24 3240.51 0.00 0.00

CEPS 7.31 5.98 5.95 13.28 32.68

EPS 4.22 1.89 5.03 11.80 20.30

Div.(annd%)60.00 40.00 50.00 100.00 30.00

Q2FY09 Q2FY08 H1FY09 H1FY08

Operational Details

Power Generated-000KWH 113388 140517 168293 199380

PowerExported-000 KWH 72564 92612 108799 130916

Financial DetailsNet Sales

(Rs. Million) 681.8 630.0 917.3 914.3

PBIT (Rs. Million) 128.7 277.8 194.1 416.1

PBIT Margin(%) 18.9% 630.0 917.3 914.3

Rate of Interest:-Period 6 mths 1 yr 2 yr 3 yr

- 9.25 9.50 9.50

Page 15: Investment Monitor - August Edition

August, 2009 [13]

Page 16: Investment Monitor - August Edition

Small Steps

BIGIDEAS

2009

BudgetT

he Finance Minister presented the budget for

2009-10 in the backdrop of a global recession and

economic slowdown. The Indian economy

suffered some impact of the global events during the

fiscal year 2008-09 with its real GDP growth slowing

down to 6.7% breaking the high growth trajectory

that was set in place over the past five years. The

past year experienced increasing and then

decreasing inflationary trends, significant

volatility in the flow of Foreign Institutional

Investors’ funds with concurrent fluctuations in

the stock markets, a burgeoning fiscal deficit that

stood at 6.2% of GDP by end March 2009 and

depressed output from the manufacturing and

agricultural sector. The series of fiscal and

administrative measures adopted by the

Government along with the monetary initiatives by

the Reserve Bank of India have been able to blunt

the impact of the global credit crisis on the Indian

economy.

While these measures are indeed commendable, it

is also important to note that global uncertainties

remain and with greater constraints on the use of

both monetary and fiscal policy instruments, the

Government will have to contend with the risks

emanating from such uncertainties with bold and

innovative policy measures.

Not surprisingly, the FM has announced a budget

keeping the “Aam Aadmi” in mind. A number of

social sector projects have been announced

which, while benefiting employment creation and

infrastructure development, will further worsen

August, 2009 [14]

Page 17: Investment Monitor - August Edition

August, 2009 [15]

the state of the fiscal balances. The

pronouncement of releasing a new

Direct Taxes Code as well as the

introduction of the Goods and

Services Tax from 1 April 2010, will

hopefully streamline and simplify the

tax structure in the economy and is a

welcome announcement. Despite the

constraints faced by the Government

on various fronts, the extension of the

sunset clause for deduction in respect

of export profits under sections 10A

and 10B of the Income tax Act, and

the abolishing of the Fringe Benefit

Tax, the Commodity Transaction Tax

and the additional 10% surcharge on

personal income taxes is supportive of

stimulating consumption in a slowing

economy. The FM has also provided a

much needed boost to the production

and refining of natural gas by

extending the tax holiday under

section 80-IB(9) of the Income Tax

Act to these activities. The aim to

introduce an alternate dispute

resolution mechanism for addressing

transfer pricing disputes through the

introduction of a safe harbour regime

for IT and ITES companies is also a

commendable step and will facilitate

a business friendly environment for

MNCs doing business in India. On the

indirect tax front, lowering or

eliminating customs duties to provide

a boost to the pharmaceutical and

power sectors will be helpful but the

impact is likely to be marginal. The

increase in excise duties from 4% to

8% (with certain exceptions) will add

to the manufacturing cost of several

industries. Overall Mr. Mukherjee has

delivered a budget that should be

greeted with some cheer but not a

thundering applause.

Sectoral ImpactAutomobileProposals that have a material

impact on the sector

• Sustained deficit expansion.

• Low rise in infrastructure spend.

Assessment of the impact of these

proposals

• Sustained deficit expansion is

positive as it is likely to increase

in disposable income, which is

likely to further drive demand for

two wheelers and cars.

•@ Low rise in infrastructure spend

will hurt demand for trucks.

Overall assessment of the sector

For a 12 month perspective, the sector

is likely to be a market outperformer

as the potential upside in earnings has

not been captured in the price.

CementProposals that have a material

impact on the sector

•@ Allocation towards creating

infrastructure raised marginally in

the Budget when compared to the

revised FY09 Budget.

•@ For example, the allocation to

‘rural development’ (excluding

roads), which has been the

government’s thrust area, has

increased by 5.9% to INR517bn.

•@ Imposition of service tax (10.3%)

on goods transported by rail or

inland waterways is likely to

impact EBITDA margins of the

sector.

Assessment of the impact of these

proposals

•@ Sustained deficit expansion to

Page 18: Investment Monitor - August Edition

drive infrastructure development,

which in turn is likely to increase

domestic demand for cement.

• Besides, the deficit expansion

would have a multiplier effect on

the economy by raising domestic

consumption, which is likely to

bode well for Cement.

•@ Service tax on goods transported

by rail or inland waterways to

negatively impact the

EBITDA/bag by Rs.3.0, assuming

prices remain range bound.

•@ The government’s role as a

facilitator in executing

infrastructure projects within the

time frame is more critical than

availability of additional capital.

•@ An example of ‘execution’ is the

government’s flagship program

Bharat Nirman, which was

originally planned to be

completed by 2009.

Overall assessment of the sector

The cement sector has by and large

outperformed the Sensex since mid-

May09, which according to us is

justified in light of the proposals. The

sector is likely to underperform the

Sensex in the near term as the recent

rally has factored in the probability of

higher demand growth.

Engineering & ConstructionProposals that have a material

impact on the sector

•@ Allocation to NHAI (National

Highway Authority of India)

increased by 23%; to JNNURM

(Jawaharlal Nehru National Urban

Renewal Mission) by 87%; to

RGGVY (Rajiv Gandi Gramin

Vikas Yojna) by 27% and to

APRDP (Accelerated Power

Development & Reform Program)

by 160%.

• Target to increase investments in

infrastructure from ~5% in FY07

to 9% by FY14.

•@ IIFC (India Infrastructure Finance

Company) to evolve 'take out

financing'.

•@ Sustained rise in fiscal deficit.

•@ Increase in MAT from 10% to

15%.

Assessment of the impact of these

proposals

•@ Higher allocation to roads and

JNNURM projects to benefit

construction companies; APDRP

to benefiting metering,

transformer and T&D companies.

•@ Rising deficit to crowd out

borrowing by infrastructure

companies, raise interest costs and

reduce IRRs from SPVs for

infrastructure developers.

•@ Increase in MAT is likely to

reduce cash flows and profits of

infrastructure SPVs and

marginally reduce their IRRs.

•@ No policy direction on land

acquisition and using

disinvestment proceeds for

infrastructure funding to constrain

long term growth potential.

Overall assessment of the sector

We believe the sector is reasonably

valued. BSE Capital Goods Index has

risen 39% since mid-May09 and has

outperformed the Sensex by 24%. We

remain neutral on the sector.

FinancialProposals that have a material

impact on the sector

•@ Removal of FBT.

•@ Extension of the debt relief

scheme by seven months till

Dec09.

•@ Recapitalization of public sector

banks.

Assessment of the impact of these

proposals

•@ Abolishing FBT is likely to

increase the net profit of public

sector banks by ~1%.

•@ Extension of the debt relief

scheme is likely to increase the

amount eligible for rebate under

the scheme.

•@ Recapitalization is positive for

small/mid sized public sector

banks where government holding

is nearing the threshold of 51%.

•@ Deficit expansion is likely to push

the bond yield upwards; thereby,

decreasing the gains on the bond

portfolios of banks.

•@ No mention of reducing the

government’s stake in public

sector banks.

•@ The status-quo on the FDI limit in

insurance companies likely to be

negative for banks with insurance

subsidiaries.

Overall assessment of the sector

We have positive view on the sector

in the near to medium term. The

Bankex has outperformed the Sensex

by 6% since mid-May09 is likely to

continue as the banks are likely to

report strong numbers for Q1 FY10

and budget has no negatives for the

sector. In our view lending rates

should remain stable from here on

and deposit rates likely to fall. With

demand for loans rising the sector

Page 19: Investment Monitor - August Edition

should do well in the coming months.

Proposals that have a material

impact on the sector

•@ Higher allocation to NREGS to

drive rural demand.

•@ Increase in exemption limits in

personal taxes, abolishment of

10% surcharge to increase

disposable incomes, which would

drive demand.

•@ Removal of FBT is a positive (1%

to 1.5% savings on effective tax

rate). Increase in MAT from 10%

to 15% (effectively 17%) a

negative.

•@ Status-quo on CENVAT at 8% a

positive. Dual GST, comprising

state and central GST, to come

into effect by April 2010.

•@ Low rise in infrastructure spend

could slow down rural income

growth, a negative for the sector.

Assessment of the impact of these

proposals

•@ Increase in MAT, net of FBT

benefit, likely to reduce the EPS

for Godrej Consumer Products

and for Dabur

•@ McLeod Russell to gain on FBT

•@ Status-quo on excise duties on

cigarettes a positive for ITC

•@ Customs duty on mechanical

harvester for coffee reduced to

5%. This is positive for Tata

Coffee.

•@ Implementation and final rate of

the state and central GST would

be key in determining the impact

on consumer demand.

Overall assessment of the sector

The government’s efforts to step up

incomes would further boost

consumer demand, thus reinforcing

our positive view on the sector. The

sector has underperformed the market

since mid-May09 on the possibility of

higher tax incidence. In light of

demand boosting proposals, the sector

is likely to outperform. However, a

bad Monsoon could play a dampener

for this sector.

Information TechnologyProposals that have a material

impact on the sector

•@ Sustained deficit expansion could

mark an early end to falling rates.

•@ Extension of tax holiday under

sections 10A and 10B of the

Income Tax Act.

•@ Removal of FBT.

•@ MAT increased to 15%

Assessment of the impact of these

proposals

•@ Interest rates unlikely to fall; close

to 6% to 7% of the overall net

profit of IT companies comes

from income from investments

and dividends.

•@ Extension of tax holiday a

positive; Future earnings expected

to increase

•@ Removal of FBT a positive; net

profit for the sector to increase

•@ Increase in MAT unlikely to

impact profitability (MAT credit

claimed simultaneously);

however, cash outflow to increase.

Overall assessment of the sector

We continue to remain Neutral on the

sector, despite the favorable

proposals. We believe at current

levels, companies are fairly priced

due to lower expected growth rates

for the next two years. Since mid-May

09, the CNX IT Index moved up. We

expect companies to trade sideways in

this sector.

MediaProposals that have a material

impact on the sector

•@ Increase in disposable incomes

through removal of surcharge

could lead to an improvement in

discretionary spends and is a

positive.

•@ Removal of FBT is a positive. A

5% increase in customs duty on

set top boxes a negative.

•@ Extension of 15% waiver on

agency commission on DAVP

advertising and 10% increase in

DAVP rates till December 31,

2009, a positive.

•@ Lack of soft reform like hike in

FDI/FII limits on DTH a negative.

Assessment of the impact of these

proposals

•@ Removal of FBT to lead to savings

in taxes.

•@ An increase in customs duty on set

top boxes would negatively

impact Wire and Wireless India

and Dish TV.

• Extension of the DAVP benefits to

positively impact HT Media,

Jagran Prakashan positively.

Overall assessment of the sector

The budget was expected to give an

impetus to digitalisation, but levy of

customs duty on set top boxes is a

setback. The sector has marginally

outperformed the market. Print media

stocks have outperformed in

anticipation of some incentives. The

sector is likely to outperform in the

next 6-9 months as advertising

Page 20: Investment Monitor - August Edition

markets revive and policy changes are

announced.

Oil & GasProposals that have a material

impact on the sector

Increase of MAT rate from 10% to

15% and extension of MAT applicable

period from 7 years to 10 years.

Excise duty on branded petrol and

diesel changed from ad@valorem plus

specific to specific duty of

INR14.5/litre and INR4.75/litre,

respectively.

High speed diesel blended with up to

20% bio@diesel to be exempt from

excise duties.

No mention of deregulation of retail

auto fuel prices.

Assessment of the impact of these

proposals

•@ Extension of the tax holiday to

natural gas production is likely to

help attract higher participation by

foreign players/investors under

NELP VIII.

•@ MAT proposal is likely to be

negative as the effective tax rate

for players having new upstream

and downstream facilities is likely

to increase.

•@ Change in excise duty on branded

petrol and diesel likely to increase

OMC's (Oil Marketing

Companies) losses on sale of

branded petrol

•@ No mention of the path for

deregulation of retail auto fuel

prices likely to delay the

deregulation process and, hence,

impact OMCs’ future earnings.

Overall assessment of the sector

On the back of the overall negative

impact of tax proposals, we are

negative on the sector. The BSE Oil

Index has underperformed the Sensex

by 9.1% since mid@May09. This

underperformance is justified in light

of the Budget proposals as well as the

increase in crude prices. The sector is

likely to underperform on account of

increased MAT rates, higher losses on

sale of branded petrol and absence of

clarity on deregulation.

PharmaceuticalProposals that have a material

impact on the sector

•@ Budget proposals largely neutral

to the sector; increase in MAT rate

to 15% of book profit from 10%

earlier is the only critical

disappointment.

•@ Weighted average deduction of

150% on in@house R&D to stay in

force; excise duty maintained at

4%.

•@ Customs duty on influenza

vaccine, nine drugs (breast cancer,

Hepatitis B and RA) and two

medical devices reduced to 5%;

exempt from excise and CVD

(Counter Veiling Duty).

•@ Increased allocation to National

Rural Health Mission (INR125bn)

and Rashtriya Swasthya Bima

Yojana (Rs.350 crore).

Assessment of the impact of these

proposals

•@ Increase in MAT to impact

companies taking advantage of tax

shields - Sun Pharma, Biocon,

Divi’s Labs

•@ Continuity of R&D exemption to

provide relief to companies

involved in research - Glenmark

Pharma and Lupin.

•@ Highly leveraged companies

could suffer on higher interest

costs - Ranbaxy; cash surplus

companies to benefit – Sun

Pharma

Overall assessment of the sector

Sector has gained 13% since

mid@May09, marginally

underperforming the Sensex,

indicating no major stimuli was

expected from the Budget. Budget

proposals unlikely to determine

direction; MAT proposal could be the

only driving force. Pharmaceuticals

and healthcare would continue to be

primarily influenced by global

developments (generic pricing, policy

changes and M&A). Developments in

DPCO to influence revenues

generated from India. Sector could

hold ground over the medium term

and outperform in a sliding market;

however, would continue to

underperform in an uptrend.

Steel, Iron & Other MetalsProposals that have a material

impact on the sector

•@ Allocation towards creating

infrastructure raised marginally in

the Budget when compared to the

revised FY09 Budget. For

example, the allocation to ‘rural

development’ (excluding roads),

which has been the government’s

thrust area, has increased by 5.9%

to Rs.51,700 crore.

•@ Imposition of service tax (10.3%)

on goods transported by rail or

inland waterways is likely to

impact EBITDA margins of the

sector.

Assessment of the impact of these

proposals

•@ The government’s role as a

facilitator in executing

infrastructure projects within the

time frame is more critical than

availability of additional capital.

Land acquisition challenges in

case of LT’s POSCO project and

environmental issues in case of

Tata Steel’s “Dhamra port”

illustrate this.

•@ Imposition of service tax on goods

transported by rail and inland

waterways is likely to negatively

impact profit margins of the

sector.

•@ Players with captive mines (iron

ore, coking coal), such as TATA

and SAIL to be less impacted than

peers such as JSW Steel.

•@ Sesa Goa and NMDC to be

negatively impacted by the service

tax as they may be unable to

recover this charge.

Overall assessment of the sector

The sector has outperformed the

Sensex since mid-May09, which is

justified in light of the proposals. The

sector is likely to underperform the

Sensex as we expect global

commodity prices will cool down in

the coming months.

August, 2009 [18]

Page 21: Investment Monitor - August Edition

Economy in GraphsRupee comes from:

Rupee Goes to:

August, 2009 [19]

Page 22: Investment Monitor - August Edition

August, 2009 [20]

LE

GE

ND

In Stock Market Monitor we have covered over 1000 companies appropriately classified intovarious industries (109 in numbers). Each industry is given an unique code. The data aims toprovide an insight into the financial health of the companies.

The data of each industry is divided into 3 portions - Full year, Latest Quarter and Current data. This database is packed with powerful features like P/E Ratio, Market Cap., EPS,Sales, Net Profit. The fields that we have covered are explained below:

* Year End - The first two digits show the year while the last 2 digits show the calendarmonth. E.g. 0903 shows March 2009 results.

* Equity - The latest subscribed equity capital whether fully paid or not. This figure tallies with the one appearing in balance sheet of the company.

* BV - The Book value per share is calculated by dividing the sum of equity and reserves (excluding revaluation reserve) by the number of equity shares.

* RONW (%) - Return on net worth is the figure which appears in the annual report of the company. ROWN(%) = { ( Net Profit - Preference Dividend ) /(Equity paid up + Free Reserve excluding Revaluation Reserve)}* 100

* Net Sales - Sales figure are net of excise duty

* PAT - Profit after tax is the net profit which is calculated without taking into account theincome and expenditure of earlier years. It is before deducting dividend tax

* PATM (%) - This is profit after tax as a percentage of sales.

* Dividend (%) - It is the percentage of the dividend that is declared by the company during the year.

* EPS - Earning per share is calculated by reducing the net profit by Preference Dividend and Dividend Tax and then dividing it by no of equity shares.

* Market Cap. - Market Capitalization is calculated by multiplying the number of equity shares by the current market price.

* PBIDT - This is the Profit before taking into account interest, depreciation and tax.

* PBIDT Margin (%) - This is profit before interest, depreciation and tax (PBIDT) as percent age of sales.

* CMP - Current market price is the closing price as on the particular day.

* 52 Week high/low prices - The high and low range is taken for the market price of the last 52 weeks data.

* P/E Ratio - Price earning ratio is the market price divided by the Earning pershare (EPS).

* The selected companies are having Market Cap greater than Rs. 10 Crores.

STOCK MARKET

MONITOR

Page 23: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Agro ChemicalsBayer Crop Sci. 0803 39.5 12.93 1162.9199 58.5353 49.1 93.53 0906 577.61 21.5995 56 61.1975 29.3 15.0445 342.35 355 180.2 11.6843 1352.2825 71.11Dhanuka Agritech 0803 9.18 40.26 248.21 23.8511 16.92 56 0903 92.99 71.0004 5.14 51.6224 25.28 56.713 184.7 210 128.8 7.3033 169.5546 89.91Excel Crop Care 0903 5.5 21.5 684.77 41.0269 27.8 127.21 0906 186.58 -9.3744 15.31 -18.4337 25.99 18.7431 123.85 188 60.5 4.53 136.235 19.31Insecticid.India 0803 12.68 24.39 197.42 17.4979 14.27 65.45 0903 54.54 44.6301 5.69 196.3542 16.36 36.6122 69.2 78.75 26.45 4.2272 87.7456 74.69Meghmani Organ. 0903 25.43 17.12 774.67 31.2733 50.53 17.62 0906 160.84 -18.866 14.29 1.204 1.99 25.9896 13.67 21.15 5.19 5.1977 347.6281 48.86Monsanto India 0803 8.63 19.55 363.62 17.7259 100.16 308.35 0906 245.29 2.2723 52.1 -27.8593 92.88 4.4533 1676.15 2115 1080 27.074 1446.5175 72.15Nag. Agrichem 0903 14.9 37.65 605.38 46.3578 49.27 101.44 0903 143.68 59.8932 11.09 329.845 33.07 24.361 137.45 172 49.25 4.2607 204.8005 78.29Rallis India 0903 11.98 26.94 833.92 24.245 71.29 217.59 0906 163.33 -4.9633 9.42 122.695 58.96 11.2571 724.3 809 280 10.7511 867.7114 45.2Sabero Organics 0803 29.18 11.18 196.1 27.0654 5.29 17.5 0903 99.24 66.6779 2.14 20.904 7.47 15.7423 35.25 35.25 10.15 4.7252 102.8948 38.8United Phosp. 0803 43.93 5.5 1478.96 10.2484 91.91 77.54 0906 659.49 33.5378 52.11 11.7521 2.705 75.3315 171.8 185 65.13 49.2264 7551.4692 27.98Air Transport ServiceKF Airlines 0803 135.8 0 1441.39 -11.1421 -188.14 13.9 0812 1447.83 155.0658 -413.39 116.6047 0 127.9691 51.75 96.2 22 0 1376.0842 66.27Jet Airways 0803 86.33 -28.91 8852.1504 26.3667 -253.06 214.5 0906 2085.04 -26.345 -225.33 -257.1558 6.14 25.2165 249.2 567 115.25 0 2151.3435 80United Spirits 0803 100.16 18.61 3137.3601 14.46 311.28 200.61 0903 907.8 19.6079 55.62 -14.5753 29.66 26.1368 970.4 1415.5 425.65 32.6954 9719.5264 36.57Alcoholic BeveragesBalaji Distill. 0803 53.02 -1.13 1208.39 21.6798 106.06 -52.08 0903 164.98 8.2191 -27.2 183.6288 8.7 19.2838 28.05 36.75 13.9 0 148.7211 12.4G M Breweries 0903 9.37 18.6 283.9 10.5788 9.05 55.35 0903 51.44 5.1728 2.84 7.1698 9.69 28.2668 75.4 84.95 32 8.0815 70.5744 73.62Indage Vintners 0803 14.58 18.94 181.75 46.5726 39.9 185.14 0812 80.44 5.2742 9.15 -51.3815 22.42 53.6692 73.2 485 39.4 3.5311 111.7764 28.08Jagatjit Inds. 0803 51.94 7.66 559.07 23.0998 17.62 45.91 0903 146.15 4.1177 -0.42 -114.5329 0.61 10.2372 57 77.95 34.5 0 296.058 44.57Khoday India 0803 37.59 8.64 120.82 17.119 8.35 26.82 0903 29.79 -9.1768 0.35 600 0.26 0.2451 52.5 101.65 21 0 197.6625 89.54Millennium Beer 0803 5.48 0 187.92 38.4003 -3.59 -34.3 0906 80.89 10.9146 1.12 -70.5263 0.2 22.8419 15 36.5 7.85 0 82.2 88.95Radico Khaitan 0803 20.49 10.32 802.68 36.9481 33.07 22.46 0906 183.52 15.5231 10.7 55.5233 1.67 24.291 88.7 93.85 49.35 155.614 908.7315 48.68Tilaknagar Inds. 0903 5.73 41.57 232.93 60.8299 21.25 93.93 0906 52.47 21.0101 2.86 -4.3478 36.46 32.7926 174.7 174.7 60 4.7421 100.1031 54.6United Breweries 0803 21.6 16.31 1367.3101 30.688 62.47 16.87 0906 556.45 17.2412 35.5 57.1492 2.61 28.1737 146.2 202 67.75 46.7093 3508.8 74.98Auto AncillariesABC Bearings 0903 11.55 8.83 133.86 -19.3226 6.58 66.04 0906 30.24 -33.2155 2.43 -41.4458 4.2 7.0023 49.1 79.9 23.2 10.4025 56.7105 31.86Amtek Auto 0806 28.2 10.23 1307.97 17.1072 261.25 165.24 0903 243.17 -26.8794 22.53 -62.2297 9.61 25.9759 131.05 215 42.25 13.1313 1847.8051 34.25Amtek India 0806 22.43 11.8 976.72 30.0836 346.94 126.82 0903 181.8 -28.4562 10.87 -67.0806 25.02 36.2397 41.2 98.75 17.9 7.0912 462.058 34.42Auto.Corp.of Goa 0903 6.42 13.24 324.29 -2.172 19.45 205 0906 29.47 -69.8362 -3.97 -154.4582 18.95 23.5494 209.6 267.5 95.05 16.4263 134.5632 48.68Autoline Inds. 0803 10.95 20.22 266.63 45.2708 24.43 128.83 0903 55.35 -16.4654 0.83 -91.6246 3.79 57.7543 77.4 212 44 20.64 94.428 26.62Automotive Axles 0809 15.11 37.75 745.96 22.8504 55.78 112.44 0906 65.9 -71.2215 2.68 -86.1499 6.73 29.6367 174.15 319.5 70.25 25.3863 263.1407 71.04Banco Products 0803 14.2 38.01 298.85 14.8495 43.3 19.08 0906 85.85 1.7301 16.24 18.1091 5.97 26.7586 31.55 39 14.6 5.2848 224.005 66.52Bimetal Bearings 0903 3.83 6.43 119.95 19.8062 7.35 303.99 0903 22.44 -22.2453 0.46 -86.5889 19.2 11.8208 167.8 200 96 9.1394 64.2674 73.88Bosch 0812 32.02 19.54 4601.8199 6.3938 633.87 966.72 0906 1221.7 0.0508 188.27 -14.3137 153.9 19.3802 3680 4350 2675.05 23.7742 11650.8799 71.05Clutch Auto 0803 16.32 12.99 216.93 -7.6619 13.46 70.52 0903 55.39 -15.7951 1.19 -39.5939 3.19 26.6928 31.95 43 14.95 10.5099 52.1105 23.41Denso India 0803 27.88 16.16 465.64 10.669 27.8 65.18 0906 160.7 29.7223 5.25 10.9937 6.66 16.189 66.1 72 27.5 9.9249 184.2868 73.47Enkei Castalloy 0803 5.5 11.15 324.05 41.0815 6.35 54.3 0903 70.05 -9.6362 -7.71 -2027.5 2.38 74.288 61.55 61.55 11.25 0 67.705 35.33Exide Inds 0903 80 25.77 3768.9401 19.3885 284.39 15.22 0906 903.11 -0.3773 122.4 48.9051 4.05 28.943 81.8 83.9 34.55 20.1478 6544 48.87Fag Bearings 0812 16.62 26.65 746.33 16.4158 95.72 242.27 0906 194.89 8.8832 18.63 -19.2458 51.17 22.8325 437.75 470 216.1 7.9131 727.5405 51.33Fairfield Atlas 0803 27.32 50.81 155 39.8538 14.16 7.45 0903 16.55 -63.7776 1.06 -71.8833 1.99 38.3499 34.1 54.65 12 42.625 93.1612 83.91Federal-Mogul Go 0812 55.63 0 689.49 14.2467 -6.89 53.41 0903 153.83 -13.2766 8.79 99.7727 3.9 11.6655 59 81.32 27.6 0 328.217 74.98Fiem Inds 0803 11.96 9.7 177.32 5.4472 9.34 82.98 0903 57.47 31.6911 0.14 -93.0693 3.92 24.7963 61.85 76.9 39.25 15.8184 73.9726 66.12Gabriel India 0903 7.19 0.79 525.21 12.5177 5.61 18.41 0906 155.22 23.2981 6.3 149.0119 1.27 7.5789 14.56 17.5 6.24 11.5556 104.5408 44.64Halonix 0803 28.02 37.06 356.65 28.3699 48 50.57 0903 71.93 -27.2332 -12.43 -183.9865 5.01 22.9559 65.5 141.45 36.25 112.931 183.531 66.06Hind.Composites 0803 5.5 6.79 71.59 8.3712 -1.99 22.29 0906 22.63 27.8531 0.35 -150.7246 3.54 2.7169 155 215.65 72.25 23.0998 85.25 62.12Hi-Tech Gears 0803 9.38 20.21 282.37 5.3226 9.81 55.22 0906 75.03 -7.1756 2.82 -6.6225 7.99 22.6639 67.55 93 29.15 8.4438 63.3619 54.8I M P A L 0803 4.16 14.68 243.77 7.3782 12 205.31 0903 73.43 19.282 5.46 85.7143 41.74 6.2826 239.95 266 120.2 5.7432 99.8192 47.36India Nipp.Elec. 0803 8.08 11.72 120.27 -15.9774 15.01 163.58 0906 38.53 25.0568 5.83 72.997 17.27 -3.7358 131.1 148 71.25 9.0165 105.9288 66.39Jamna Auto Inds. 0803 33.87 19.59 467.03 68.0085 16.06 19.79 0903 89.41 -44.6652 -14.95 -295.1697 1.02 52.3514 34.8 54.9 9.71 0 129.0036 44.78Jay Bharat Mar. 0803 10.83 26.13 657.11 26.5035 15.83 30.96 0906 175.84 -0.2043 3.33 -9.7561 4.6 20.4121 43 50 20.2 9.3478 93.052 58.57Lumax Inds. 0803 9.35 11.57 507.83 -5.0838 14.15 144.7 0903 132.94 -6.1291 -1.83 -173.494 3.82 23.0822 130.75 199 60 0 122.2513 73.68Minda Inds. 0803 10.51 20.41 396.09 2.4388 15.73 59.08 0903 108.87 14.0358 7.11 58.3519 14.43 26.8981 161.3 350 81.5 11.1781 169.5263 70.71Motherson Sumi 0803 35.56 31.17 1303.1 20.5213 128.19 11.26 0906 347.22 0.2425 30.97 143.4748 2.48 31.3393 78.8 93 38 29.6241 2801.3401 71.06Munjal Auto Inds 0803 10.02 18.71 217.13 -11.1507 10.15 58.3 0903 59.7 3.0376 3.42 -20.2797 11.25 11.4087 66.05 74.5 25 5.9291 66.05 74.8Munjal Showa 0903 8 12.96 829.39 16.9176 20.69 41.33 0906 229.68 17.8934 6.95 -7.947 5.03 15.4557 48.9 54 19 9.741 195.6 65.01NRB Bearings 0903 9.69 2.4 291.66 -8.9189 4.26 36.02 0906 74.43 -4.7479 4.71 103.8961 1.67 10.803 51.35 72.9 27.9 37.2101 248.7908 73.75Omax Autos 0803 21.39 8.09 713.61 3.5839 16.1 68.1 0906 198.39 -2.6689 2.85 -32.783 3.91 14.1871 35.2 44 15 12.1379 75.2928 52.14Perfect Circle I 0903 3.33 0 73.68 -4.2744 -0.09 8.76 0709 18.29 -2.661 -0.89 -73.9766 0.2 5.7849 34 0 0 0 113.22 88.62PRICOL 0903 9 -17.47 642.85 1.4615 -30.02 17.43 0903 147.28 -9.5332 -2.48 -147.2381 0 10.5942 11.09 17.5 5.75 0 99.81 35.83Rico Auto Inds 0803 12.56 5.97 708.71 -8.0075 22.25 21.45 0903 163.24 -12.2601 -3.67 -176.4583 0.79 12.5197 27.5 27.5 7.1 70.5128 345.4 46.24Setco Automotive 0803 8.82 34.82 143.56 11.2782 12.25 45.14 0903 45.15 0.311 2.73 -10.7843 54.65 29.8893 115.9 199 100 7.5113 102.2238 65.05SKF India 0812 52.73 21.45 1627.37 3.8221 127.66 122.35 0906 378.1 -12.3145 17.67 -51.7872 16.3 28.3091 249.75 282.3 121.4 13.6699 1316.9318 53.58Sona Koyo Steer. 0903 19.87 0 719.87 1.0259 -31.03 8.39 0903 193.55 -0.3963 -4.83 -535.1351 0 25.1967 11.72 23.5 5.35 0 232.8764 52.65Steel Str. Wheel 0803 12.56 20.29 260.15 31.0447 16.47 78.74 0903 73.27 -0.0546 0.34 -94.0663 8.21 43.0496 63.25 132 32.25 10.2845 82.6677 51.97Subros 0803 12 17.61 662.71 2.4408 28.63 29.01 0903 215.43 14.743 0.78 -91.2063 2.19 13.8332 29.05 36.5 13.76 13.2045 174.3 40.01Sundaram Brake 0903 2.71 13.4 171.34 -8.6917 4.51 270.55 0906 41.45 -13.9327 1.04 -64.1379 11.6111 7.4278 158.85 225 88.09 10.1697 62.4281 60.7Sundaram Clayton 0803 9.48 7.31 426.93 -47.6923 23.92 126.12 0906 93.69 -26.4657 -2.09 -133.44 3.61 7.3748 135 227.7 53.55 0 255.96 80Suprajit Engg. 0803 6 10.01 136.11 4.9745 4.88 40.83 0906 43.97 20.1694 3.87 58.6065 10.87 23.6023 68.15 79 35.65 7.033 81.78 50.58Timken India 0812 63.72 19.59 408.23 19.2156 53 46.61 0906 73.88 -28.9957 9.73 -40.743 6.73 13.0491 89.15 125 49.6 13.227 568.153 80.02Ucal Fuel Sys. 0803 13.9 3.33 295.23 0.2547 6.5 141.17 0812 64.68 -19.1399 -1.65 -141.4573 2.1 5.6549 47.85 64 24 177.2222 66.5115 53.12Wheels India 0803 9.87 15.32 1130.21 12.6526 25.86 180.02 0906 225.67 -38.5848 -2.48 -138.2716 7.78 25.2047 174 230 95.25 14.0777 171.738 85.7Z F Steering 0903 9.07 12.71 166.11 -25.374 14.31 127.91 0903 33.01 -50.8487 0.49 -93.8053 15.76 5.8566 139.3 171 72 10.4345 126.4844 73.13AutomobileAshok Leyland 0903 133.03 8.97 6126.0103 -22.8023 190 15.85 0906 912.45 -51.6706 7.77 -84.6352 1.13 12.2303 35 38.2 12.45 27.7778 4656.0498 38.61Daewoo Motors 0203 511.18 0 221.78 -74.4808 -325.19 1.51 0212 4.76 -86.633 -55.76 -2.2954 0 -19.7711 6.71 0 0 0 343.0018 91.63Eicher Motors 0812 28.09 10.55 690.6 -68.5812 39 171.2 0906 90.03 -83.2652 6.07 -12.536 15.85 -12.7234 366.5 376.1 135.25 31.298 1029.4985 55.93Escorts 0809 90.71 0.18 1992.3001 -4.0133 11.87 81.16 0906 582 10.3736 22.22 138.6681 3.31 20.8399 69.25 91.4 30.65 16.4881 628.1667 32.05Force Motors 0803 13.18 -57.78 905.58 -7.2399 -83.65 78.12 0906 188.66 -14.2649 -6.01 -73.2175 152.52 5.2755 138.3 173.95 54.5 0 182.2794 51.76Hero Honda Motor 0803 39.94 35.48 10335.2402 4.4542 967.88 149.54 0903 3411.8401 22.3474 402.17 34.6401 64.18 15.1839 1673.85 1780 663 26.0805 33426.7852 54.96Hind.Motors 0903 161.26 0 626.65 -11.0706 -38.86 5.17 0906 119.95 -36.4402 -21.81 160.8852 0.68 -4.2298 20.85 30.1 9.1 0 336.0395 27.22HMT 0803 760.35 0 168.96 -25.0765 -44.67 4.97 0906 39.85 54.5172 -17.73 61.9178 0 0.7716 67.1 81.95 21.9 0 5101.9487 98.88LML 0809 80.35 0 106.64 81.3297 -57.51 -35.71 0903 40.45 41.3841 -7.27 -52.108 0 -25.5718 9.52 13.89 5.05 0 76.5027 27.11M & M 0903 272.62 18.1 12926.8201 14.5819 867.51 192.58 0903 3619.1799 15.1794 418.07 89.0864 31.49 21.2589 822.8 839 235.5 30.4741 22941.3105 28.95Mah. Scooters 0903 11.43 4.3 2.5 -7.4074 10.9 174.51 0906 0.73 -1.3514 -1.26 -368.0851 11.36 -40.2433 145.4 232 50.15 18.1071 166.1922 51Maruti Suzuki 0803 144.5 22.67 17891.5991 21.7422 1730.8 291.19 0906 6364.71 33.893 583.54 25.2635 46.26 20.0338 1388.9 1416.7 428.4 30.0303 40128.0977 54.21Scooters India 0803 42.99 0 133.3 -18.8926 -22.47 3.31 0903 22.38 -24.6211 -8.07 114.6277 0 1.0559 20.7 35.3 10.12 0 88.9893 95.38Swaraj Mazda 0803 10.49 29.78 665.06 10.8729 25.2 89.2 0906 157 -3.5034 2.1 -65.5738 10.74 12.4587 211 329.85 100.05 281.3333 221.55 53.52Tata Motors 0803 385.54 27.68 28529.4014 4.9424 2028.92 202.68 0906 6350.2002 -7.7947 513.76 57.5419 30.43 26.4014 414.2 445.48 122 21.2519 21301.8926 46.73TVS Motor Co. 0803 23.75 3.9 3219.5 -16.4842 31.77 34.59 0903 891.96 20.906 14.62 125.6173 0.74 3.5474 54.75 57.2 14.9 37.7586 1300.3125 60.45VST Till. Tract. 0803 5.76 23.2 188.58 16.2066 14.4 117.33 0903 81.51 40.3409 10.53 108.1028 50.19 22.6049 401 432.35 88 7.9976 230.976 55.01BanksAllahabad Bank 0903 446.7 16.49 7364.73 19.3399 768.6 111.45 0906 2008.1899 17.7396 302.86 224.4002 21.89 22.5102 88.45 90.9 36.85 4.0388 3951.0615 55.23Andhra Bank 0903 485 18.94 5374.6201 27.6765 653.05 75.2 0906 1504.63 30.0054 256.22 230.0953 26.62 19.2656 90.25 98 34.8 5.2624 4377.125 51.55Axis Bank 0903 359.01 19.13 10835.4902 54.6752 1815.36 284.49 0906 2905.5601 28.1993 562.04 70.2429 57.02 46.6307 954.45 969 278.5 16.7771 34347.793 42.22Bank of Baroda 0903 365.53 18.65 15091.5801 27.7488 2227.2 351.15 0906 4032.1101 22.4144 685.38 84.8083 69.78 19.6777 417.05 464.3 180.5 6.1331 15305.7354 53.81

August, 2009 [21]

Page 24: Investment Monitor - August Edition

August, 2009 [22]

Bank of India 0903 525.91 29.18 16347.3604 32.3114 3007.3501 224.08 0906 4377.7202 23.3744 584.32 3.9808 57.7 23.0454 318.8 368 179.6 5.5261 16742.4199 64.47Bank of Maha 0903 430.52 19.59 4291.5601 24.7376 375.17 47.97 0903 1114.15 18.5064 137.33 145.2759 8.71 14.3103 41.6 46.7 18.9 4.9231 1790.9633 76.77Bank of Rajasth. 0803 134.46 24.1 1049.4399 38.4613 115.2 39.38 0903 350.84 22.2737 2.94 -84.2781 7.2967 17.2951 60.85 78.33 30.2 8.3356 981.8148 30.54Canara Bank 0903 410 22.61 17119.0508 20.5504 2072.4199 244.87 0906 4558.3799 22.1909 555.33 352.6655 61.09 19.3696 272.1 297.2 135 4.4534 11156.0996 73.17Central Bank 0903 404.14 15.27 10455.1904 32.6084 571.24 86.26 0906 2802.48 16.2233 266.8 349.764 17.23 15.6039 101.15 106 29.75 5.2491 4087.8762 80.21City Union Bank 0903 32 19.89 804.4 34.9755 122.13 20.65 0903 219.32 29.6907 26.12 -7.343 3.82 23.8386 23.9 32.5 11.1 6.477 764.8 0Corporation Bank 0903 143.44 19.57 6067.3501 34.336 892.78 341.36 0903 1706.39 39.3187 260.49 26.6975 62.24 22.4811 344.95 352.25 155 5.7348 4947.9629 57.17Dena Bank 0903 286.82 24.05 3447.5 28.8352 422.66 67.95 0906 968.47 26.1916 115.02 68.4041 16.37 14.7141 55 64.8 24.4 3.3619 1577.51 51.19Dev.Credit Bank 0803 174.3 4.08 574.11 65.4829 38.33 35.8 0906 124.39 -25.2688 -35.27 -748.3456 0.06 9.8284 35.2 59.05 13.55 0 619.52 26.31Dhanalaksh.Bank 0903 64.12 19.26 408.42 30.7028 57.45 66.2 0903 114.91 38.1628 22.25 135.9491 9.11 16.408 123.55 134.25 37 14.0878 792.2026 0Federal Bank 0803 171.03 13.59 2515.4399 39.6334 368.05 229.16 0903 865.74 20.7128 114.17 10.9955 29.26 17.7454 246.55 269 110.5 8.4262 4216.7446 0HDFC Bank 0903 425.38 16.91 16332.2598 61.4657 2244.9399 344.31 0906 4093.1001 13.0151 606.11 30.5287 56 44.9899 1425.15 1580 774 25.4491 60737.043 19.34I O B 0903 544.8 24.8 9641.4004 24.5857 1325.79 109.06 0903 2511.5 22.1149 322.37 5.3669 23.11 20.761 89.5 118 37.55 3.9323 4875.96 61.23ICICI Bank 0903 1113.29 7.83 31092.5508 0.9881 3758.1299 444.92 0906 7133.4399 -9.6095 878.22 20.633 35.11 28.1326 739.65 807 252.75 21.0727 82348.1953 0IDBI Bank 0903 724.78 12.06 11631.6299 44.6562 858.54 102.69 0906 3463.3 43.3343 171.83 7.5551 12.01 11.1934 106.25 118.5 39.75 8.8468 7700.7876 52.67Indian Bank 0903 429.77 24.09 6830.3301 31.0254 1245.3199 127.52 0906 1880.24 25.2008 331.66 52.4033 30.61 20.6942 144.15 153 63.75 4.5574 6195.1348 80IndusInd Bank 0903 355.19 13.27 2309.47 22.801 148.34 40.19 0906 628.83 21.3208 86.5 352.8796 6.08 18.5534 90.5 95.95 26.2 14.8849 3212.75 25.63ING Vysya Bank 0803 102.47 12.98 1680.4399 32.5655 156.93 139.18 0906 583.13 21.8968 60.26 48.314 20.31 13.1887 200.05 271 103.25 9.8498 2052.7131 44.81Karnataka Bank 0903 121.58 18.1 1917.4 22.874 266.7 128.89 0906 477.28 3.0865 40.06 93.5266 23.56 17.7111 139.75 159.5 55.15 5.9392 1699.0804 0Karur Vysya Bank 0903 53.95 18.57 1446.09 30.7023 235.84 250.26 0906 406.9 21.4011 70.35 130.4291 51.09 17.4289 323.1 410.5 158 6.3229 1743.1245 3.73Kotak Mah. Bank 0903 345.67 7.51 3065.1399 20.8956 276.1 110.33 0906 767.3 7.6973 90.31 65.6153 9.03 60.4398 662.15 737 208.05 73.5722 22948.1328 48.47Lak. Vilas Bank 0803 48.77 5.64 506.06 20.9917 25.27 85.64 0903 194.17 44.3643 19.98 1918.1818 10.31 13.306 83 110 51.55 8.0976 407.032 0.82Oriental Bank 0903 250.54 14.81 8856.4697 29.7235 905.42 257.54 0906 2404.21 23.2183 257.41 16.7286 37.62 21.8246 165.2 202.8 94.6 4.3924 4138.9209 51.09Punjab Natl.Bank 0903 315.3 25.84 19326.1602 35.4794 3090.8799 416.74 0903 5242.5698 35.1251 865.57 59.1824 98.03 19.9623 722.6 747.8 286.2 7.6393 22783.5781 57.8S B T 0903 50 30.64 4123.1499 20.0646 607.84 449.98 0906 1073.11 16.1374 179.59 336.7461 102.3121 18.8348 463.6 594.7 176.1 3.106 2318 75South Ind.Bank 0903 113.01 16.04 1686.92 30.6444 194.75 113.76 0906 465.26 25.2012 60.11 55.6447 18.226 19.8981 119.15 121 42.7 6.2252 1346.5142 0St Bk of Bikaner 0903 50 21.46 3810.28 24.8445 403.45 409.29 0906 983.77 11.4072 147.3 125.5397 97.0914 19.3477 395 480.45 168 4.0684 1975 75St Bk of India 0903 634.88 17.05 63788.4297 30.3126 9121.2305 912.73 0903 17342.3906 27.7361 2742.3101 45.6158 143.8 15.9314 1680.5 1935 894 12.0216 106691.5859 59.41St Bk of Mysore 0903 36 22.1 3247.28 30.1828 336.91 464.2 0906 873.2 21.5141 82.19 473.9525 112.5 25.1656 611.7 785.55 294.05 5.8124 2202.1201 92.33Syndicate Bank 0903 521.97 21.58 9579.6396 21.1645 912.82 88.03 0903 2512.0701 17.6928 206.64 63.6623 17.49 25.4362 80 100 37.65 4.7114 4175.7598 66.47UCO Bank 0903 549.36 21.13 8121.3799 24.78 557.71 50.88 0903 2164.28 21.7125 102.56 19.2697 7.41 21.2713 42.65 48 22.1 4.2821 2343.0205 63.59Union Bank (I) 0903 505.12 27.24 11889.3799 29.0272 1726.55 139.66 0906 3175.28 26.3889 442.19 93.6966 38.42 21.3599 233.65 264.9 113.15 6.0815 11802.1289 55.43United West.Bank 0503 29.89 0 486.62 5.1606 -98.64 62.11 0606 132.31 5.2837 -6.08 -58.4699 0 3.0139 25.9 0 0 0 139.342 0.01Vijaya Bank 0903 433.52 11.86 5237.8301 34.6991 262.48 53.47 0906 1301.01 11.8648 143.38 -287.0825 11.13 21.9736 44.4 50 19.85 3.9892 1924.8289 53.87CablesAksh Optifibre 0709 21.48 0.41 115.47 16.554 0.67 34.69 0906 43.19 36.0744 -1.09 -88.9452 0 -10.5539 15.83 46.25 8.05 0 93.3337 31.78Bhagyanagar Ind 0803 14.9 18.08 199.95 -16.1389 37.41 29.36 0906 36.77 -26.031 3.71 -15.873 1.39 37.0399 23.1 30.55 9 15.6081 172.095 59.75Cable Corpn. 0803 31.49 0 109.25 -7.9225 -1.85 15.85 0903 23.39 -25.6989 -2.25 -73.8372 0 24.5503 15.15 27.8 9 0 50.7374 53.19Diamond Power 0803 17.57 48.39 486.68 271.0866 43.55 71.8 0903 208.09 12.6516 11.85 -36.9345 36.04 45.0414 171 372 61.2 6.3735 359.955 49.57Finolex Cables 0803 30.59 14.56 1382.33 33.4746 88.93 41.94 0906 320.55 -19.3037 22 196.0969 1.74 25.407 36.5 61.1 17 10.2817 558.2675 35.13KEI Inds. 0903 12.19 3.95 981.48 12.8903 1.25 32.25 0903 233.93 -9.2908 16.78 158.9506 4.23 58.9776 26.45 46 8.15 20.8268 161.2128 35.85Nicco Corpn. 0803 18.15 8.84 435.68 13.7041 6.45 5.78 0903 75.02 -43.577 -21.64 -843.6426 0.01 15.3407 6 18.7 3.75 0 54.42 23.01Paramount Comm. 0803 16.9 18.23 436.17 40.9045 32.77 22.98 0903 129.17 1.6926 -8.33 -286.3535 0.48 42.821 11.57 23.25 5.61 0 97.7665 28.16RPG Cables 0803 33.3 0 305.33 66.9382 -7.23 -1.63 0903 87.06 2.993 3.92 -2.9703 0.95 14.2356 19.15 31.85 8.6 0 79.3959 33.42Sterlite Tech 0903 32.27 15.69 2289.2299 35.9489 90.15 95.4 0906 436.18 7.9173 45.48 416.8182 19.65 90.961 239 249 40.7 10.8983 1542.506 43.59Surana Telecom 0803 11.3 13.23 59.52 -27.3792 9.19 32.18 0906 10.17 -49.0991 0.19 -90.404 0.48 18.3263 30.5 36 14.5 22.4265 63.44 59.39Torrent Cables 0903 8.6 11.55 137.84 -38.5301 10.07 143.64 0906 40.43 -21.995 4.14 -75.0602 16.52 10.6189 101.7 124.4 3.52 6.1562 87.462 61.01Universal Cables 0903 23.13 4.12 578.02 18.5147 7 74.37 0903 164.02 25.0724 5.84 -2.1775 3.61 33.0449 70.05 70.05 26.5 25.2888 162.0257 52.92Vindhya Telelink 0903 11.82 -4.22 251.42 21.7059 -9.36 183.74 0903 55.18 -29.6712 5.33 -426.9939 5.85 38.2957 161 164 51.3 0 190.785 43.52Capital GoodsA B B 0812 42.38 29.46 6837.0302 15.2896 547.41 99.32 0903 1393.14 -9.2588 78.37 -33.4098 23.98 36.0213 728.65 946.9 344 30.5002 15440.0938 52.11ABG Infra 0803 12.82 7.44 106.64 61.1363 73.55 189.87 0812 42.74 56.5568 4.5 -30.4482 9.24 13.5668 178.25 350 82 31.9444 228.5165 60.58Action Const.Eq. 0803 17.98 29.49 401.16 63.5585 36.28 15.24 0906 80.49 -41.3723 3.4 -72.2901 5.36 89.0556 33.55 87.5 8.6 21.7857 301.6145 65.69Ador Welding 0903 13.6 9.46 225.97 -16.2236 12.16 96.61 0903 70.19 -16.7675 0.16 -98.1374 8.94 7.9203 137.6 158.6 77 16.6385 187.136 56.14Alfa Laval (I) 0812 18.16 31.23 799.88 15.5412 90.17 169.19 0903 199.03 19.8904 24.11 8.8979 50.74 16.2887 902.45 1025 641 17.7893 1638.8492 88.77Alstom Projects 0903 67.02 36.27 2290.2799 48.0398 134.89 59.7 0906 498.28 36.7061 36.75 100.6004 22.86 31.1667 534.75 541 191 23.3719 3583.8945 66.48Amara Raja Batt. 0903 17.08 21.79 1317.7199 21.6361 80.48 47.49 0903 330.24 8.3891 28.05 7.1429 9.6567 49.5982 116.05 121.4 30.5 12.4919 991.067 52.06Apar Inds. 0803 32.34 23.96 1697.66 15.8496 85.47 85.33 0906 503.25 -6.7607 24.48 27.5664 9.32 25.6059 126 180 62 33.7802 407.358 62.08Areva T&D 0812 47.82 35.6 2641.0899 31.6313 226.32 30.27 0906 788.25 26.4396 50.12 -22.4869 8.748 36.5903 320.5 386 130 33.2124 7663.1548 72.18Artson Engg. 0903 3.69 0 34.4 -33.8843 -5.01 -3.64 0906 25.63 243.5657 0.45 -134.0909 0.18 52.3593 38.4 53 11.8 0 141.696 75Asian Electronic 0803 14.52 0 215.97 -41.0803 -154.11 73.09 0903 74.71 68.4175 16.7 313.3664 1.13 20.0314 40.3 106.7 17 0 120.4164 32.15Atlanta 0803 16.3 9.48 108.56 -35.2422 14.52 92.39 0906 40.39 4.3939 6.47 30.4435 15.12 20.4945 94.95 209.75 30.75 6.3384 154.7685 68.6Atlas Copco (I) 0812 22.56 22.65 1271.44 30.9534 83.74 180.1 0903 280.99 8.2771 14.46 -42.0441 32.46 34.0216 693.55 960 335.05 21.3597 1564.6488 83.77Avery India 0803 9.83 12.53 73.09 12.741 5.71 49.27 0906 11.76 -20.1629 0.11 -85.1351 5.94 6.6431 132.05 140 45.9 20.0989 129.9372 78.28B H E L 0803 489.52 29.23 19492.0503 12.5359 2859.3401 220.1 0906 5595.6499 29.2525 470.59 22.4188 65.87 22.9403 2262.5 2385.5 984.1 34.348 110753.8984 67.72Batliboi 0903 13.5 -19.19 97.53 -24.7512 -3.38 16.47 0903 25.91 -21.1263 3.09 653.6585 0.08 5.5889 23.55 36.2 11.5 0 63.585 81.73BEML Ltd 0803 41.77 16.48 2525.9001 4.0964 225.65 408.36 0903 1262.51 20.3502 172.02 45.1646 68.74 10.0067 1069.35 1153.5 280 16.5637 4452.7734 54.03Best & Crompton 0803 123.84 3.56 89.54 -17.921 5.83 8.43 0906 7.17 -94.2704 -5.88 -106.3138 0 51.2287 17.95 44.55 8.41 0 222.2928 65.6BGR Energy 0803 72 30.41 1504.83 94.1365 84.44 65.46 0906 311.07 1.3819 20.24 17.4695 16.4 64.9587 365.2 392 107 22.2683 2629.4399 81.31Bharat Bijlee 0903 5.65 25.83 541.98 -3.7011 47.53 353.08 0903 148.17 -25.6697 14.07 -54.9038 84.13 21.9298 860.45 1497.9 301 10.8342 486.1542 35.63Birla Power Sol. 0803 42.47 3.63 217.4 -3.9328 5.53 44.18 0906 67.36 27.9149 1.35 92.8571 0.4121 26.2463 3.84 5.49 0.82 54.8571 163.0464 16.93Carborundum Uni. 0903 18.67 10.74 658.89 12.2642 59.72 41.57 0903 162.28 -1.6067 7.68 -68.9822 6.39 19.1096 126 142 74.9 31.8987 1176.21 43.11CMI FPE Ltd 0803 4.94 10.22 327.8 -35.8651 8.3 171.58 0903 76.63 36.8882 32.35 8194.8717 2.59 13.6535 291.5 543 160 53.6832 144.001 75Crompton Greaves 0903 73.32 37.05 4658.6602 19.1961 397.09 33.48 0906 1173.46 8.3667 114.72 29.0439 11.53 22.402 297.8 320 99.7 25.8059 10915.8594 40.98Cummins India 0903 39.6 34.72 3304.2801 40.5676 433.66 70.44 0903 1027.6801 53.3851 118.18 56.3228 21.9 28.6937 262.2 330.8 148.2 13.3912 5191.5601 51Denisons Hydrau. 0809 1.8 25.86 64.09 25.6913 8.51 203.56 0903 9.12 -45.6496 0.54 -83.0721 43.22 28.2244 285 419 160 6.5942 51.3 73.1Disa India 0812 1.51 48.59 85.93 -7.9683 11.97 202.78 0903 16.15 -31.8278 1.69 -55.7592 65.18 44.9701 1643.65 1825 1200.05 25.1978 248.1911 74.27Dynamatic Tech. 0803 4.81 38.64 273.16 146.0236 18.58 133.39 0903 59.87 -23.9263 0.54 -91.36 13.5 43.0132 1042.55 1374 324.1 96.8913 564.0195 53.66Easun Reyrolle 0803 4.08 20.64 185.34 38.9147 21.81 78.66 0903 30 -44.6801 1.43 -77.4803 2.98 38.1733 78.05 126.5 31.1 21.5014 161.9538 26.83ECE Inds. 0803 4.39 7.21 183.55 -12.7904 18.16 213.51 0903 61.94 34.4768 2.78 2216.6667 13.71 18.4226 154.5 359.85 80 15.5589 67.8255 37.88Eimco Elecon(I) 0903 5.77 13.5 143.52 23.7028 15.23 206.38 0903 51.39 39.0046 6.47 47.3804 26.4 11.3691 326.05 375 99.1 12.6769 188.1308 74.05Elecon Engg.Co 0903 18.57 22.44 956.56 15.9186 57.45 29.66 0903 288.53 -12.1594 16.98 -26.1097 6.19 41.9384 85.4 128.3 23.85 14.4257 792.939 45.71Electrotherm(I) 0803 10.98 21.26 1325.3599 82.8638 62.33 336.74 0903 478.48 11.5988 14.83 -14.868 46.24 112.4822 222.55 340 76 5.0328 255.2648 33.58Elgi Equipment 0903 6.27 21.85 479.45 6.2116 39.74 31.39 0903 117.61 -6.4211 9.72 -4.7059 6.33 10.5392 56.6 60.75 26.75 11.5746 442.612 24.2Elpro Intl. 0803 3.56 0 27.13 -16.5231 -17.14 43.15 0903 2.68 -44.0501 8.45 -198.4848 21.63 -8.4608 550 630 233.1 0 220 58.48EMCO 0803 11.77 18.54 944.25 43.9647 64.45 63.98 0906 192.64 5.0668 8.11 -19.3035 8.69 48.8739 89.6 132.45 26 10.287 526.848 33.41Engineers India 0803 56.16 19.57 721.87 26.6194 194.6 205.14 0906 391.44 55.0626 94.22 86.0952 69.09 3.7575 1057.4 1099.9 300 17.2355 5938.3584 90.4Esab India 0812 15.39 50.82 423.23 23.6105 61.18 89.03 0906 104.92 -8.2867 16.24 -12.1687 38.89 25.6507 419.3 454.3 195 10.7817 645.3027 55.65GEE 0803 2.87 30.31 73.27 85.2123 3.37 11.58 0903 40.42 64.6436 1.15 51.3158 1.5333 52.2382 66.55 79 25 32.3058 125.7795 60.85GEI Industrial 0803 14.27 26 192.09 71.3559 8.97 35.71 0906 39.07 6.6903 2.75 1.476 7.29 38.835 55.15 84.95 24 7.4628 78.6991 41.92GMM Pfaudler 0803 2.92 17.74 142.01 23.7991 15.56 54.95 0903 42.04 2.0884 2.38 -40.3509 7.17 22.1977 63.35 97.3 35.65 8.8601 92.8077 75.64

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 25: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Graphite India 0903 30.22 22.61 1090.4201 2.4754 193.57 67.14 0903 203.34 -40.6843 83.25 142.9238 7.3 17.8359 51.1 65 20.55 4.6881 873.5545 54.68Greaves Cotton 0806 48.84 33.11 1149.95 8.1431 110.16 75.93 0903 262.03 -22.7711 14.37 -52.8234 14.17 16.737 123 187 50.1 9.5201 600.732 52.03Gremach Infra 0803 15.22 38.15 258.88 128.1886 37.17 83.63 0903 57.69 -49.6773 2.99 -68.1237 17.28 62.4675 41.25 96 17.5 5.3992 141.9 50.6Grindwell Norton 0812 27.68 18.98 502.12 13.9033 55.01 54.98 0906 127.4 -2.6068 14.86 1.0884 9.84 17.4603 103.45 125.9 70.05 10.5132 572.6992 58.55Guj Apollo Inds 0803 10.5 33.55 172.38 18.4335 37.37 89.17 0903 31.39 -37.0058 4.98 -79.69 15.1267 14.0099 124 144.7 49 9.1784 195.3 46.92Havells India 0903 30.08 18.14 2199.9001 7.1893 145.23 154.91 0906 586.19 5.9271 49.26 20.9428 25.92 43.3883 304.85 408.7 100 11.9268 1833.9775 60.14HEG 0803 44.32 32.4 946.89 16.1287 146.36 119.08 0903 253.65 9.7387 24.13 -32.9908 24.35 13.6038 250.15 293.75 94 5.7638 1070.8921 52.65Hercules Hoists 0903 1.6 28.11 93.9 3.5738 19.89 49.05 0903 16.6 -34.7997 3.07 -34.6808 11.9921 26.1689 185.8 329 71.55 15.3427 297.28 69.53Hind.Dorr-Oliver 0803 7.2 19.1 305.07 46.3095 22.64 35.71 0903 187.64 77.7736 8.65 -8.7553 8.38 34.8792 109.6 120.1 24 13.0788 394.56 55Hind.Powerplus 0503 31.78 4.89 216.18 3.0312 5.78 38.1 0503 46.02 -20.4769 0.97 -61.811 1.79 5.5865 105.4 0 0 57.5956 334.9612 92Honda Siel Power 0803 10.14 14.24 250.56 8.7311 24.73 180.98 0906 41.61 -39.5555 0.17 -97.0228 9.96 8.105 168.2 227.75 118.05 16.0803 170.5548 67.67IMP Powers 0806 6.81 23.3 134.29 30.6069 9.36 61.32 0903 52.67 35.1899 4.13 31.9489 14.54 10.8791 90.3 142 30.1 5.5297 73.5042 40.46Indo Tech 0803 10.62 36.46 198.94 22.0566 39.02 115.63 0903 32.22 -31.476 2.01 -79.171 36.7 41.3474 280.7 419 160.2 7.3752 298.1034 74.35Ingersoll-Rand 0803 31.57 12.97 486.96 -17.9774 280.54 222.47 0906 85.32 -12.1228 6.57 -63.7417 17.63 2.175 305.35 428.8 200.15 16.4787 963.9899 74Intl. Combustion 0803 2.39 28.48 95.07 18.9862 11.74 192.18 0903 26.83 -7.4828 3.37 -3.4384 41.46 30.2812 229.55 355 80.25 5.5367 54.8624 53Intl. Conveyors 0803 2.4 25.02 63.83 31.8529 2.63 83 0903 23.25 19.2919 2.54 -0.3922 17.3 30.5844 280 299.5 101 34.2717 94.64 51.3ION Exchange 0803 12.66 8.85 475.06 16.345 10.65 100.12 0906 95.45 6.0909 1.37 280.5555 4.66 21.7355 105.2 158 55 54.5078 133.604 40.04Jaihind Projects 0703 5.11 21.24 84.73 36.6833 3.09 31.49 0812 72.38 223.703 7.07 149.8233 17.58 9.2225 95.1 128.3 32 5.1996 69.0426 47.74Jyoti 0803 12.69 23.34 206.98 42.4991 10.47 35.47 0903 91.09 4.2816 -0.38 -106.8716 3.92 27.203 45.1 64.35 25 12.3224 58.5398 22.3Jyoti Structures 0803 16.24 23.47 1371.56 41.1709 72.41 42.02 0906 484.73 20.6907 22.38 8.9581 10.02 37.8958 167.8 174 32.5 16.8136 1371.765 26.83Kabra Extrusion 0903 7.98 16.84 153.5 5.2957 11.7 90.88 0906 35.7 -0.6401 3.92 17.0149 21.64 13.9067 108.75 124.7 48.15 7.9091 86.7825 55.34Kalindee Rail 0803 10.73 18.31 246.03 30.7835 14.22 79.97 0906 35.95 -39.5697 1.68 -59.0244 8.1 51.8529 147.35 234.7 82.2 18.1689 165.3267 17.21Kalpataru Power 0903 26.5 11.77 1882.5 8.3403 94.41 315.64 0903 557.96 -11.0253 23.13 -54.0159 35.63 40.5563 714.05 875 222 20.7754 1892.2325 63.68Kennametal India 0806 21.98 24.31 388.13 9.8336 54.43 114.25 0903 61.08 -34.9035 2 -84.8714 18.12 6.8185 169.85 278.55 125 9.4204 373.3303 88.16Kirl. Brothers 0903 21.15 9.87 1829.34 20.2192 67.03 66.19 0906 401.41 8.3867 5.6 -225 7.28 29.3065 179.85 187.5 59 24.6708 1901.9137 62.32Kirl. Electric 0803 33.27 23.38 727.78 23.0605 23.67 32.6 0903 213.44 1.0558 8.2 69.4215 4.48 70.8192 51.4 143.9 19 8.5953 259.6728 49.49Kirl. Oil Engine 0903 38.83 12.36 2109.26 -2.1307 115.89 49.45 0906 461.28 -18.4845 42.76 45.146 6.61 16.0582 108.65 111.9 30 16.8974 2109.4397 62.01Kirl.Pneumatic 0903 12.84 35.06 514.86 29.1185 40.85 101.14 0906 52.12 -51.7229 -4.87 -178.5484 27.66 18.8946 383.1 428.9 115.45 16.0494 491.9004 55.85KSB Pumps 0812 17.4 21.42 463.71 14.2143 47.08 167.39 0903 134.18 1.5823 13.52 4.9689 37.56 15.1599 382.05 459.95 175 10.169 664.767 66.8L G Balakrishnan 0903 7.85 9.4 507.6 -7.6873 39.14 17.87 0906 118.64 -10.6963 4.54 -28.6164 4.83 13.4067 13.76 17.25 7.15 6.6154 108.016 46.22Lanco Infratech 0803 219.79 13.47 1574.55 193.8745 200.17 72.48 0903 1854.36 181.6507 119.38 8.5371 12.54 56.6441 433.15 458.3 83.1 36.3686 9631.5234 73.57Larsen & Toubro 0803 58.47 28.47 24876.2509 41.3407 2173.4199 325.95 0906 7362.71 6.6838 1598.2 218.0877 78.18 21.4303 1494.45 1800 557 30.4617 87612.1328 0M & P Pumps 0812 9.23 36.8 254.26 39.8032 12.96 45.18 0809 68.61 40.0776 4.43 75.7936 13.71 32.4696 246.9 250 98.05 17.6357 227.8887 90.17Manugraph India 0803 6.08 33.56 428.53 15.1034 61.9 68.5 0903 61.39 -50.2955 1.05 -93.9236 11.81 30.2847 51.1 99.5 24.5 4.3268 155.344 57.02McNally Bharat 0803 28.69 18.55 547.96 8.8496 22.4 45.95 0903 535.57 161.1772 15.79 123.338 10.31 35.9505 153.2 157.7 28.8 14.4528 476.2988 32.3NEPC-India 0803 69.26 -0.21 34.52 276.8559 3.52 7.07 0903 0.11 -88.0435 -1.04 60 0.12 12.9351 7.86 12.89 3.95 0 54.4384 11.99Om Metals Infrap 0803 9.63 6.04 74.05 -18.7959 18.07 34.01 0903 29.59 15.9483 5.2 64.0378 2.58 19.5684 19.95 33.8 5.67 7.7326 192.1185 69.61Orient Abrasives 0903 5.98 31.15 303.05 25.8357 31.85 19 0903 70.56 12.4462 7.74 5.3061 5.32 21.1536 38.9 45.9 13.05 7.6125 232.622 53.45Panasonic Carbon 0803 4.8 9.9 25.11 -18.7642 4.97 105.67 0906 8.65 29.491 2.43 122.9358 15.07 -10.0617 120 131 75.05 7.5472 57.6 74.03Petron Engg 0803 7.55 7.12 282.38 7.1651 4.39 84.6 0903 124.91 92.7326 -2.06 -287.2727 11.31 21.7887 125.1 290 58.05 14.5804 94.3254 52.47Praj Inds. 0903 36.69 32.67 771.88 10.014 129.75 24.17 0906 126.42 -18.3122 25.33 2.3434 7.11 48.9444 93.6 206 45.1 13.1831 1718.496 23.02Premier 0903 30.4 7.81 129.33 21.3341 13.61 59.63 0906 23.76 1.5819 2.21 -28.013 4.2 30.638 85.05 113.85 23.4 20.25 258.552 39.91Rel. Indl. Infra 0803 15.1 17.64 67.26 20.279 21.79 86.97 0906 13.65 -20.4545 5.1 1.7964 14.95 -2.0607 1062.45 1287 231.05 71.1145 1604.2996 45.43Revathi Equipmnt 0803 3.07 14.65 118.46 34.9203 21.95 383.65 0903 20.38 -58.4336 0.17 -98.5605 11.77 18.4099 541.5 946.7 330 46.0459 166.2405 64.23RTS Power Corpn. 0803 7.19 8.47 101.32 39.7132 2.17 50.01 0903 30.93 -1.2452 -0.19 -110.3825 3.44 22.6067 73.9 307.75 58.65 26.0211 53.1341 41.67Sanghvi Movers 0903 8.66 28.96 357.5 40.5709 101.05 91.07 0906 81.63 5.1391 23.1 1.7621 23.44 50.8412 167.05 254.4 59.65 7.1297 723.3265 44.51Shakti Pumps 0806 6.22 30.98 104.37 68.3387 7.14 54.57 0903 20.76 -24.0951 1.7 -10.9948 13.85 17.0612 101 115 50.05 7.4981 64.64 49.65Shanthi Gears 0903 8.17 29.32 244.14 21.2455 44.16 24.76 0906 35.85 -40.5275 6.44 -42.3456 4.81 34.1135 39.25 80.85 24.05 7.85 320.6725 44.7Shriram EPC 0803 42.87 14.38 646.3 118.5587 35.4 79.16 0903 358.57 4.5455 18.51 -4.8329 9.26 94.5647 161 272 77 17.462 699.062 42.51Sulzer India 0812 3.45 39.03 124.74 54.1141 15.48 168.38 0903 34.72 -13.6748 5.5 -12.4204 76.04 24.2638 697.5 959.8 440 9.1704 240.6375 80.1Sunil Hitech 0803 12.28 19.72 306.31 111.5401 21.01 127.57 0903 208.36 85.4397 3.07 -57.538 13.75 69.1665 146.55 225 49.25 11.5212 179.9634 53.2Supreme Infra 0803 13.88 28.74 158.23 71.8397 19.18 67.64 0903 145.16 181.7547 4.79 -15.0709 18.73 91.5244 86.75 92.15 19.45 4.4601 120.409 61.03Suzlon Energy 0903 299.66 5.84 7235.5801 4.4697 -469.27 43.23 0903 2037.0699 -25.7736 -183.36 -137.9981 0.7 55.6836 106.85 252.8 33.05 40.6274 16009.3359 59.82Swaraj Engines 0803 12.42 18.08 125.3 -2.8757 14.36 66.8 0906 67.11 34.2737 9.71 90.0196 20.84 9.9834 315.1 319 77.8 15.1127 391.3542 50.62T R I L 0903 12.92 19.5 480.7 38.315 44.12 189.33 0906 85.94 1.1178 8.83 -5.0538 33.78 52.6579 294.8 396.9 102.6 8.7271 380.8816 76.82Techno Electric 0803 11.42 34.07 429.56 21.8092 49.06 30.02 0906 123.5 7.2328 22.19 101.5441 12.89 52.4651 149.7 180.3 48 11.7689 854.787 54.97Texmaco 0903 11.08 29.04 1007.3 20.8823 75.84 26.64 0906 183.24 -6.9044 20.85 -8.6328 6.6422 43.2875 113.05 136.5 35.6 16.8984 1252.594 54.61Thermax 0903 23.83 33.84 3076.9699 -2.6275 287.3 80.73 0906 522.77 -26.2374 46.49 -27.0287 22.67 40.0379 431.4 530 150.5 19.1308 5140.1309 61.98TIL 0903 10.03 23.45 809.61 17.0413 32.27 142.2 0906 162.24 -12.3643 5.81 1.5734 32.26 25.2945 266.95 399.8 69.9 8.5808 267.7509 48.19Titagarh Wagons 0803 16.37 28.6 554.81 97.1186 60.57 138.26 0906 102.9 -55.1106 11.18 -53.5521 22.6 64.1586 309.65 829.8 118.6 11 570.9946 49.25TRF 0903 5.5 40.17 526.31 47.1208 45.52 240.4 0906 109.74 83.8807 6.53 69.171 81.65 25.3894 875.65 953 180.05 8.3237 481.6075 41.83UB Engg. 0903 17.07 24.22 453.11 71.2499 21.14 48.79 0906 115.66 2.2816 6.58 13.0584 12.82 43.3899 82.1 123.75 27.15 6.4191 140.1447 40.74V-Guard Inds. 0903 29.85 14.2 339.89 13.5085 17.35 42.36 0906 86.04 8.5131 6.9 21.0526 6.21 22.1127 68.9 79.2 36.5 11.095 205.6665 69.91Volt.Transform. 0803 10.12 60.48 555.3 36.8442 79.9 162.72 0903 166.55 23.2426 30.2 39.6209 113.48 52.5205 814.85 960 265 7.1831 824.6282 50.64W S Inds. 0803 21.14 21.75 226.99 37.3616 16.72 38.4 0906 44.96 -13.3719 0.67 -65.9898 2.99 11.9098 42.75 67 21.65 13.3178 90.3735 42.54Walchan. Inds. 0809 7.61 23.81 696.02 10.0357 39.77 55.19 0903 117.56 -28.0318 4.72 -58.7413 8.04 36.8745 228.95 312.7 67.5 32.5213 871.1547 55Wendt India 0903 2 21.07 51.37 -4.9584 8.84 220.15 0906 9.9 -23.2558 0.91 -50.5435 39.54 9.4676 503.1 699 341.15 12.7206 100.62 79.74WPIL 0903 7.97 42.69 159.45 44.9545 8.28 28.95 0903 65.29 71.8158 3.12 28.9256 10.39 34.6381 67 82 34.8 6.5686 53.399 72.68Castings, Forgings & FastnersAhmednagar Forg 0806 34.92 17.57 655.94 10.7483 65.18 119.48 0903 114.85 -34.2135 12.49 -20.5471 10.91 40.4829 57.85 111.05 19.9 5.3025 202.0122 52.6Bharat Forge 0903 44.54 6.98 1994.75 -6.867 103.29 66.77 0906 351.58 -43.2743 0.96 -96.3855 3.36 20.1495 190.3 282.9 69.15 30.8428 4237.0293 43.97Electrost.Cast. 0803 28.05 8.31 1331.48 18.3917 52.01 40.88 0906 372.9 -7.6065 58.1 276.7834 4.71 17.6883 37.95 41.75 13.03 6.9761 1090.3035 49.6Hinduja Foundrie 0903 18.68 -10.12 363.3 -19.5188 -11.98 75.21 0903 60.09 -53.7449 -7.53 -207.265 2.68 14.4409 82.65 204.5 48 0 154.3902 69.9Jayaswal Neco 0803 112.88 51.09 1472.59 18.6367 85.59 13.3 0903 415.4 -7.0111 -32.01 -181.9928 3.02 21.9029 16.65 49.2 7 0 187.9452 48.97M M Forgings 0803 6.04 18.08 190.91 8.195 14.79 144.77 0903 41.42 -24.1809 -2.9 -182.153 16.1753 18.0818 58.1 100 25.6 4.8336 70.1267 61.6Nelcast 0903 17.4 2.46 290.31 -18.5552 3.78 88.73 0906 60.52 -37.8645 1.17 -80.8824 3.69 16.9565 43.85 85.4 16.6 0 76.299 68.71Ramkrishna Forg. 0803 15.33 16.63 207.05 36.9197 13.03 55.24 0906 50.55 -31.5319 0.72 -85.2761 1.57 51.8677 86.4 135.45 21.3 345.6 132.4512 51.1Sundram Fasten. 0803 21.01 17.44 1205.92 0.5403 69.48 20.09 0906 283.22 -22.1217 17.03 32.4261 1.28 21.3203 36.75 37.4 13 35.6796 772.1175 49.53Tayo Rolls 0803 5.47 16.26 209.72 12.553 6.35 86.45 0903 30.71 -50.4118 -7.01 -1623.9131 1.2788 19.4694 92.2 189.78 52.1 0 94.5972 73.21CementACC 0812 187.88 26.71 7189.5596 4.4894 1212.79 262.28 0906 2081.26 15.1171 485.62 78.9183 78.52 17.0331 866 907 369 11.0262 16254.8203 46.21Ambuja Cem. 0812 304.52 22.73 6182.0901 10.4357 1402.27 37.26 0906 1847.41 18.1564 324.65 -43.7368 7.59 28.9381 99.9 107 43 13.1447 15212.7725 46.46Andhra Cements 0803 125.86 34.42 442.27 336.9825 73.96 0.95 0906 106.92 19.8789 17.13 1.0024 5.59 25.1598 25.6 35.25 11.5 6.384 339.2512 72.99Anjani Portland 0803 18.39 45.54 103.07 53.2639 16.31 23.03 0906 38.26 10.2594 7.04 4.142 8.3 25.3689 31.45 37 15 2.9981 57.8366 61.44Asian Granito 0803 21.06 23.74 190.76 24.0312 26.46 74.75 0903 75.16 33.9034 3.39 -49.403 10.95 280.2377 35.45 60 11.9 3.2374 74.6577 35Barak Valley 0803 22.16 18.37 70.31 -4.7032 11 33.03 0903 28.96 50.4416 1.23 -67.2872 3.69 17.8114 25.5 32.95 10 6.9106 56.508 60.49Bheema Cements 0803 22.28 7.07 37.94 -48.3177 3.24 68.59 0903 19.21 9.5836 2.96 -24.6819 5.35 10.1385 39.2 82.85 24.5 6.7123 103.8016 74.01Binani Cement 0803 203.1 48.92 961.6001 42.0699 175.82 20.56 0906 524.3 60.8332 106.7 100.1876 7.98 21.3071 60.35 64 24.95 7.5627 1225.7085 64.91Birla Corpn. 0903 77.01 28.43 1790.19 3.9919 323.51 166.15 0906 490.4 23.8791 155.34 69.1788 50.26 12.9685 296.45 323 71 7.6761 2282.9614 62.9Burnpur Cement 0803 43 4.08 27.04 14.2374 1.42 12.7 0903 5.28 -27.3728 0.09 -75 0.1 35.7293 13.17 19.65 7.15 0 56.6178 47.29Cera Sanitary 0803 3.09 19.04 127.15 19.4121 10.05 94.5 0906 40.23 18.6726 3.35 31.8898 22.43 25.0989 120 155 50.6 4.9958 74.4 54.71Chettinad Cement 0803 29.5 49.95 930.1799 28.2476 163.77 133.05 0906 364.91 29.2495 35.14 -19.2926 31.23 28.4325 421.85 525 360.15 0 1244.4575 85.03Dalmia Cement 0903 16.19 18.49 1758.68 19.8313 158.62 148.93 0906 551.73 33.0785 58.57 16.0721 20.61 36.6504 149.85 244.45 67.2 7.2743 1213.0358 56.6Deccan Cements 0803 7 41.17 209.22 21.8592 47.97 198.97 0903 50.88 -4.5045 5.62 -48.5819 48.88 13.121 250.25 293 109.25 5.1176 175.175 54.63Guj. Sidhee Cem. 0809 144.67 16.06 570.15 44.7191 48.79 3.17 0906 110.84 30.2927 16.88 209.1575 3.22 30.3014 20.25 26.5 5.99 6.7726 292.8555 35.39

August, 2009 [23]

Page 26: Investment Monitor - August Edition

Heidelberg Cem. 0812 158.02 21.26 761.16 28.2191 125.53 31.95 0903 254.4 40.1962 48.85 31.2466 7.68 16.8565 45.75 49.7 11.01 7.5871 1036.7865 68.55HSIL 0803 11.01 13.57 517.97 8.678 28.65 40.09 0906 156.66 17.2166 2.41 -65.2738 6.21 18.2644 48.8 61.4 20 6.4807 268.4 60.49Hyd.Industries 0903 7.49 27 623.4 29.6158 44.09 241.62 0906 207.78 17.9697 31.4 83.8407 78.27 13.9729 329.8 350.5 89 4.1715 246.3606 42.22India Cements 0903 282.43 17.48 3358.3401 10.3175 432.18 105 0906 953.48 10.1499 144.28 1.5056 15.4 26.9899 138.55 180 68.5 8.5419 3914.4531 28.01Indian Hume Pipe 0903 4.84 16.36 552.33 51.7724 25.31 340.72 0906 125.97 -5.1574 6.25 23.2742 54.78 27.8823 552.6 667.95 205.25 11.9714 268.011 69.92JK Lakshmi 0903 61.19 25.17 1223.9001 10.4294 178.59 128.23 0906 350.81 30.2045 78.49 102.869 43.78 16.9759 131.5 139.7 30.25 3.0306 804.517 45.51K C P 0903 12.89 30.62 349.32 1.8426 65.91 186.73 0906 76.75 -3.3132 15.04 2.8728 51.47 24.3623 298 372 111.25 5.48 384.122 46.26Kajaria Ceramics 0803 14.72 10.13 500.54 21.7385 15.02 21.04 0906 156 -1.5587 6.04 160.3448 1.72 18.9446 38.3 45 21 22.3977 281.888 51.6Kakatiya Cements 0803 7.77 17.28 172.57 21.5539 16.9 135.35 0906 32.15 -27.7203 5.57 -3.7997 27.13 4.889 96.55 108 46.1 3.5549 75.0193 48.61Madras Cement 0903 23.8 32.84 2530.9 25.8509 363.51 52.95 0906 768.35 24.9411 138.42 21.453 11.9385 29.4846 119.6 142 55 7.3374 2846.48 42.01Mangalam Cement 0903 28.03 38.42 564.15 10.4228 97.16 103.13 0903 169.09 35.0559 38.57 13.0422 34.41 15.4163 138.8 143 38.15 4.2512 389.0564 27.07Murudesh Ceramic 0803 17.51 10.4 236.78 0.5862 26.63 153.2 0906 32.59 -31.2592 -5.35 -265.6347 0.45 15.8369 30.05 47.5 14.55 0 52.6175 50.94NCL Inds. 0803 32.5 33.33 192.72 29.9616 29.57 30.6 0906 57.03 -21.7159 3.74 -33.2143 8.47 26.888 40.05 48 19 4.837 135.4491 43.31Nitco 0803 32.12 12.95 637.49 38.7748 51.02 154.69 0906 141.62 -8.2891 5.99 -25.7745 7.12 35.3115 62.5 118 21 8.0438 200.75 45.16OCL India 0803 11.39 25.33 764.4 -5.4265 116.15 97.12 0906 350.88 61.3316 57.39 50.4325 23.73 19.6795 113.8 118.45 33 4.7976 647.522 69.77Prism Cement 0903 298.25 20.06 627.96 -28.3429 96.23 22.18 0906 271.31 19.7361 74.25 21.7612 5.71 10.5279 45.25 47.85 13.5 7.9108 1349.5813 61.74Rain Commodities 0812 70.83 20.82 1111.01 140.4419 85.05 70.06 0903 265.65 37.914 33.12 8.8042 11.3 40.0998 175.65 238 52.25 14.1768 1244.1289 42.89Ramco Inds. 0803 4.33 10.82 381.42 9.0332 25.48 567.99 0906 150.97 21.378 15.6 4.698 68 15.0782 1049.85 1078 326 12.5057 454.5851 50.54Restile Ceramics 0803 56.39 2.02 31.81 56.3145 0.3 9.63 0906 9.61 62.3311 -1.35 -4600.0002 0.01 22.976 8.4 21.41 6.56 0 82.5552 73.74Sagar Cements 0803 13.34 34.6 253.76 12.647 30.96 78.54 0906 138.41 128.7391 14.19 99.0182 17.83 25.6666 257.4 365.9 85.1 16.4158 386.1 44.16Sanghi Inds. 0803 219.98 19.45 846.51 3.4879 106.4 27.28 0903 227.72 -7.0986 23.2 -37.3481 1.33 80.9462 27.45 59.5 17.05 11.4854 603.8451 51.01Saurashtra Cem. 0812 51.19 0 713.59 74.2589 -48.15 0.1 0906 143.1 -10.8356 17.48 27.4982 5.41 30.7082 30.3 35.7 9.27 5.6111 155.1057 64.42Sh. Digvijay Cem 0903 141.38 25.23 306.9 20.941 21.66 3.58 0906 99.79 42.4757 25.49 2135.9649 3.48 14.8983 17.17 17.65 4.23 5.2831 242.7323 73.63Shiva Cement 0803 29.25 5.93 24.74 8.9388 3.61 4.06 0903 12.58 37.3362 0.97 4.3011 0.36 7.305 7.61 12.18 3.42 253.6667 114.112 28.75Shree Cement 0903 34.84 61.39 2716.4599 28.8515 577.97 347.31 0906 922.45 50.469 291.13 162.5158 217.65 40.6067 1582.75 1596 330 7.1937 5514.3008 65.47UltraTech Cem. 0903 124.49 31.03 6385.4999 15.8475 977.02 289.21 0906 1952.78 30.5352 417.77 57.6431 90.76 23.1713 806.75 814 250 8.8898 10043.2305 54.78Vinay Cements 0803 18.9 5.03 40.07 -17.3985 2.94 39.97 0903 12.46 -18.2415 -2.3 -236.9048 0.18 0.7974 40 47 22 0 75.6 74.96Visaka Inds. 0903 15.92 20.71 577.98 34.3983 35.94 117.96 0906 189 9.7115 25.86 76.6393 29.69 30.0915 128.25 128.5 31.7 4.3182 203.661 37.7ChemicalsAarti Inds. 0803 36.4 13.6 886.15 26.8393 36.67 38.8 0903 267.68 -2.5555 6.4 -37.9845 11.08 14.3086 40.55 52.1 26 3.6597 295.204 47.18Aditya Bir.Chem. 0903 23.39 21.07 204.35 17.5303 46.08 102.59 0906 59.51 12.7724 15.8 18.9759 20.78 16.959 65.05 78.9 27.15 3.1304 152.1519 56.31Andhra Petrochem 0903 84.97 10.15 245.05 -12.9392 16.15 19.68 0906 44.85 -29.0685 -1.65 -123.8784 1.34 9.949 15 21 8.06 16.6667 127.455 40.37Aptech 0712 43.75 0.1 99.26 22.2263 2.46 28.74 0906 24.03 -13.7473 76.66 2647.6704 1.95 -2.7089 176.95 251.95 51 32.4084 822.8175 35.49Arvind Chemicals 0803 9.56 4.18 135.56 431.8164 0.55 10.99 0903 111.33 328.3571 4.08 -288.0184 0.25 50.2051 41.5 53.75 29.1 112.1622 82.2115 32.96Balaji Amines 0803 6.48 26.24 217.82 24.114 13.26 87.35 0906 58.85 -19.4718 5.02 -2.5243 15.7 37.014 92.15 137 51 3.9313 59.7132 55.71BASF India 0803 28.19 18.46 906.86 17.8536 59.37 120.5 0906 382.18 -0.2011 41.05 12.0055 25.91 11.4999 275.65 318.8 163.3 10.6388 777.0574 71.18Bhuruka Gases 0803 3.52 7.46 30.07 -16.4258 3.33 33.05 0809 10.12 21.9277 1.22 454.5455 1.75 1.4367 40.25 40.5 21.55 14.1228 56.672 74.96BOC India 0812 85.28 8.73 533.39 78.8699 80.04 121.31 0906 213.08 56.5384 9.72 -42.5871 6.1 11.2522 160.95 193.85 105.1 28.5372 1372.5815 89.48Bodal Chemicals 0803 10.4 45.44 412.85 59.5556 17.45 41.63 0906 97.14 -26.4537 3.48 -6.4516 2.58 64.3028 32.55 64 13.3 0 64.7745 73.95Bombay Oxygen 0803 1.5 -0.31 24.08 -15.0917 158.73 12876 0812 7.46 19.9357 -2.35 739.2857 10908.86 13.3484 5800 8275 3290.6499 25.8156 87 58.93Castrol India 0812 123.64 57.93 2262.37 15.073 262.37 38.46 0906 637.5 2.5909 128.4 55.0725 25.18 13.3799 456.3 464.7 258.5 18.1215 5641.6934 71.03Ciba India 0803 13.28 6.71 469.21 -8.1241 19.34 222.27 0906 137.1 -8.3556 -1.7 -118.6813 17.01 -0.7912 228.5 284 180.05 16.7154 303.448 69.28Clariant Chemica 0812 26.66 21.52 920.15 6.8463 67.48 119.14 0906 245.37 -6.2615 31.41 17.4206 31.15 19.0586 316.55 318.65 144.3 9.9139 843.9223 63.4Foseco India 0812 6.39 31.62 147.36 -2.8545 15.64 84.08 0906 28 -27.5362 3.03 -31.448 18.8 11.243 286 404.5 193.4 15.3023 182.754 86.48GHCL 0803 100.02 21.65 1068.4101 -0.4445 101.58 50.24 0906 287.92 -3.8086 35.87 -5.6549 10.59 19.9269 40.15 92.4 21 3.883 401.5803 18.16Goa Carbon 0903 9.15 18.94 386.88 86.0626 12.33 76.14 0906 47.33 -56.8157 -4.82 -141.4089 8.47 32.89 77.8 154.8 35.55 0 71.576 57.67Godrej Inds 0903 31.98 -5.78 802.31 12.4266 18.08 31.68 0903 123.14 -39.5691 13.3 -35.6555 0.95 2.395 155.4 198.9 46.25 0 4969.6919 78.9Grauer & Weil 0803 12.79 21.17 194.54 22.8389 12.69 50.01 0903 40.55 -26.0306 2.73 -19.9414 6.1 16.7385 53.75 112 28 6.5073 68.7462 49.73Guj Alkalies 0803 73.44 22.79 1412.3701 6.1845 224.09 146.85 0906 328.58 -4.4742 37.91 -30.3893 23.93 8.856 107 188.7 53.5 4.3549 785.808 36.72Guj Flourochem 0903 10.99 30.62 1044.56 45.0637 340.14 112 0903 282.96 28.7059 92.66 -8.7453 29.87 46.9954 139.95 218.75 49.5 4.5379 1538.0505 70.04Gulf Oil Corpn. 0903 14.87 5.05 911.84 21.8288 29.04 30.74 0903 266.25 20.2629 26.74 231.7618 4.6 19.6371 57.65 98.55 24 47.2541 428.6277 45.73Gulshan Polyols 0803 3.11 52.86 99.42 20.3632 9.65 35.11 0903 46.01 64.2628 4.18 34.8387 20.14 23.5179 89.55 309 57 4.2991 74.6847 64.08Gwalior Chem. 0803 24.68 14.84 287.64 42.213 24.31 70.56 0906 75.36 -23.8865 7.82 -18.0293 10.55 27.7762 90.55 125.3 34.6 8.0133 223.4774 59.98Hikal 0803 15.08 29.05 301.08 28.9532 49.61 123.96 0906 127.24 38.5151 13.31 24.7423 38.35 18.7093 280.05 512 119 4.7282 460.4022 68.82Hind.Organ.Chem. 0803 67.27 10.3 574.49 13.7469 13.61 -13.92 0903 106.85 -39.5645 20.95 780.2521 3.06 7.5482 37.45 50.1 14.4 0 252.3006 58.61I G Petrochems 0903 30.8 0.77 557.28 -4.9043 1.33 56.36 0906 145.82 8.3117 8.24 63.4921 5.26 16.0261 27.9 51.25 13.25 64.8837 85.932 57.84IFB Agro Inds. 0903 8.01 22.94 276.18 39.2528 13.05 80.41 0903 72.93 74.4319 4.52 207.483 17.96 23.0124 72.5 76.8 31.5 4.4643 58.0725 55.2India Glycols 0803 27.88 44.65 1305.06 47.0689 178.53 173.13 0903 167.95 -50.4075 -22.66 -183.5238 4.35 32.7501 87.25 267 41.55 0 243.253 52.05Insilco 0903 62.72 -2.85 64.65 -6.71 0.77 13.77 0906 16.13 0 2.37 -295.8678 0.76 2.9034 13.19 17.18 5.32 25.3654 82.7277 73.11IOL Chemicals 0803 13.38 26.31 317.94 56.9376 12.36 45.73 0903 71.98 -13.7137 5.76 22.293 8.77 42.2846 56.3 164.95 45 9.4147 119.4686 53.65Jayant Agro Org. 0803 6.95 10.54 594.11 31.8808 6.14 44.37 0906 159.7 -37.5342 2.84 29.6804 4.28 31.0454 54 83.5 27.5 12.8571 81 56.45Jetking Infotrai 0903 5.9 60.83 46.18 25.4891 12.44 43.25 0903 10.53 5.4054 1.57 -3.0864 21.1333 5.1184 170.6 252.67 92.4 8.2896 100.4834 42.95Kanoria Chem. 0903 28.15 6.27 492.39 13.7264 14.6 41.23 0903 117.39 4.719 7.6 148.366 3.38 14.2524 29.4 35.6 14.5 11.4397 165.4632 57.05Metrochem Inds. 0803 11.43 7.64 248.61 3.5271 6.84 80.13 0812 35.14 -44.8092 -3.64 -214.4654 4.85 8.8816 49 62.95 20 28.9941 56.007 72.22Natl. Peroxide 0903 5.75 33.19 134.95 23.5693 20.65 120.31 0906 26.89 -22.9734 1.65 -66.8675 30.12 18.2488 184.7 260 101.1 6.1281 106.2025 65.44Navin Fluo.Intl. 0903 10.1 23.82 420.09 43.0532 45.29 226.75 0903 107.46 14.3313 5.7 -41.4183 44.84 16.8889 201.6 295.9 72.55 4.2 203.616 37.22Nitta Gelatin 0903 8.4 17.71 183.71 24.4563 15.02 105.05 0906 42.42 5.026 6.07 115.2482 21.75 16.3876 129.05 133 29.75 5.9333 108.402 80.5Panama Petrochem 0803 4.76 36.51 233.88 18.769 14.8 106.39 0903 66.84 16.1021 -6.9 -293.8202 39.37 45.3508 104.45 146 55.55 5.2225 60.9988 43.34Pidilite Inds. 0903 25.31 21.31 1761.12 14.8357 146.38 28.99 0906 514.98 3.4907 84.81 54.4246 7.33 21.9859 137.6 150.5 75.15 19.7701 3482.656 70.88Punjab Alkalies 0803 20.5 6.94 200.11 -0.803 3.94 21.47 0903 45.95 -6.2436 1.39 19.8276 4.16 2.273 26.8 34.8 16 7.7233 55.0472 44.26Punjab Chemicals 0803 6.59 32.72 438.5 41.9507 30.08 156.49 0906 81.87 -31.3114 -3.45 -139.4286 14.4 34.0172 153 309.8 105 19.2695 100.827 47.36SI Group 0903 42.31 -17.41 625.77 -3.8061 -23.37 28.96 0906 145.63 -23.0001 8.49 189.7611 3.14 10.5537 68.25 70.05 13.1 0 288.834 83.21Solar Inds. 0803 17.32 12.73 169.62 39.1583 18.02 83.14 0906 128.99 66.8909 8.57 38.4491 15.93 37.0983 329.25 475 167 20.6686 570.261 74.6Sr. Rayal. Alka. 0903 67.54 18.57 681.52 52.1046 27.31 23.8 0906 163.47 -3.0139 6.94 -29.5431 6.38 19.8801 14.66 20.8 8.25 2.3087 98.9403 41.57SRF Polymers 0803 6.45 -20.25 163.11 4.0375 -14 96.34 0903 0 -100 19.84 -349.5598 46.61 2.2103 178 188 99.8 0 114.81 74.36Standard Inds. 0709 32.16 -11.95 13.6 -76.957 1.93 17.28 0906 1.62 -64.4737 1.92 -102.7103 30.5 -42.5196 27.75 45 7.76 92.5 178.488 16.55Sterling Biotech 0812 24.38 14.58 1178.38 29.3715 220.17 70.88 0903 349.58 29.9361 47.73 -13.36 8.94 32.4248 114.75 262.45 107.6 12.9808 2854.98 35.72Sudarshan Chem. 0903 6.92 20.31 449.97 14.3594 18.84 162.79 0903 108.27 -4.1858 2.72 -39.5556 27.22 7.3375 177.8 178 90.6 5.9505 123.0376 52.75Thirumalai Chem. 0803 10.24 21.53 591.25 9.0083 26.67 128.16 0903 94.19 -19.2403 11.27 1747.541 18.65 19.6684 84.15 167 38.9 400.7143 86.1696 53.04Tide Water Oil 0803 0.87 20.37 428.4 19.1887 23.18 1429.43010903 135.58 26.9476 7.68 118.8034 316.22 21.5235 4023.5 4990 2352 12.7057 350.0445 27.71Ultramarine Pig. 0803 5.84 21.68 87.22 9.8489 15.26 24.97 0903 23.66 -3.8602 2.43 80 3.93 10.4178 33.6 40.5 20.05 7.044 98.112 48.34Vishnu Chemicals 0803 11.95 28.48 125.97 6.3487 9.69 31.94 0903 31.19 -7.3656 -2.22 -922.2222 3.25 378.9161 44.1 91.8 12.75 0 52.8318 75.22Vivimed Labs 0803 9.4 19.33 155.61 23.2164 13.86 84.36 0903 43.16 11.1226 -1.84 -167.6471 17.57 39.3071 73.55 96.9 32.2 4.736 69.137 58.5Computer EducationEducomp Sol. 0803 17.25 35.63 262.1 145.9416 70.06 161.48 0903 183.9 55.6759 54.52 73.2444 74.19 66.1336 4292.7002 4590 1331 61.7566 8126.0811 54.93Elantas Beck 0812 7.93 19.4 181.94 7.1433 19.61 137.48 0906 48.59 -1.5998 8.32 42.2222 28.97 16.6409 259.35 281.5 144.55 8.9586 205.6646 88.55Everonn Systems 0903 15.12 15.41 121.38 33.0483 23.84 137 0906 28.24 26.8643 4.29 39.7394 16.76 49.6537 376.2 585 79.3 22.7037 568.8144 25.57NIIT 0903 33 10.51 545.62 16.7401 47.21 23.32 0903 148.87 3.4107 23.14 -17.7975 2.88 4.5097 64.3 95.6 14.3 28.7054 1060.95 34.04ConstructionAnsal Housing 0803 17.66 30.05 249.86 25.4128 55.36 121.52 0812 53.05 -25.3343 3.03 -81.5244 11.37 29.4035 52.65 127 17 5.773 92.5061 47.12Ansal Properties 0803 56.75 16.17 826.13 14.991 161.57 94.44 0903 149.11 -31.7824 5.65 -80.1893 4.59 42.5886 65.25 109.55 20.6 13.708 740.5875 64.68

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

August, 2009 [24]

Page 27: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Arih.Found.Hsg. 0809 7.05 23.44 105.52 -17.2846 29.26 202.07 0906 63.08 -48.9024 0.21 -97.0423 5.96 39.0353 173.35 235 22 1.9227 122.2117 39.95Ashiana Housing 0803 18.74 78.76 123.35 148.2391 37 34.1 0812 21.11 -3.9144 10.45 37.5 22.01 45.2334 52.35 70.35 19.5 3.7743 98.0516 65.65BSEL Infra. 0803 82.62 5.53 42.66 -45.6006 15.36 42.06 0903 0.1 -93.007 0.03 0 0.63 42.9364 19.25 43.85 7.61 30.0781 159.0435 33.41D S Kulkarni Dev 0803 25.8 11.76 573.34 149.5495 41.09 163.76 0906 24.87 -76.5178 2.14 -72.3871 3.73 58.558 47.5 101.9 15.2 27.7778 122.55 36.99DLF 0803 340.96 43.19 5532.8398 388.1329 2574.5901 66.1 0903 55.53 -96.558 29.86 -95.3238 9.08 86.5409 426.1 576 124.15 46.7215 72317.6953 78.65Ganesh Housing 0803 32.66 28.69 127.43 180.374 106.06 127.93 0903 16.44 11.5332 4.62 15.212 15.15 78.1569 85.75 239.9 30 5.6563 279.9738 57.49H D I L 0803 214.27 64.64 2379.8701 97.754 1410.51 169.75 0903 357.86 -63.2994 61.92 -91.2572 30.1424 199.2926 288.4 407.01 62.5 12.0117 9974.0254 60.7Lancor Holdings 0803 4.05 25.64 21.69 370.4989 3.93 8.18 0906 7.64 -91.8184 0.53 -96.3872 3.52 64.6953 37.15 72.95 15 10.5841 75.2288 57.15Lok Housing 0903 42.88 0.24 21.39 -82.5772 0.43 41.35 0903 -2.6 -112.9096 -0.47 -103.5796 1.04 -8.6796 33.45 71 11.26 334.5 143.4336 48.74Marg 0803 25.61 29.32 242.75 95.4352 67.44 121.61 0903 170.1 90.3749 12.85 -67.4106 15.97 154.1352 111.3 185 28.85 6.9389 285.0393 49.4Parsvnath Devl. 0803 184.7 25 1726.25 39.6484 408.74 97.81 0903 69.59 -86.7823 13.55 -87.5551 6.12 90.5035 121.95 132.8 30.55 19.9265 2252.4165 80.33RDB Inds. 0803 10.75 18.05 15.74 -38.5876 12.4 69.76 0903 13.61 2.717 -0.57 -136.5385 3.03 10.2112 90.15 132.9 26.4 36.06 96.9112 58.79Sobha Developer. 0903 72.9 25.31 1429.14 20.4531 228.3 149.45 0903 158.9 -66.4839 7.2 -89.7436 15.66 67.3929 221.65 306.2 67.45 20.0588 2173.5 86.99Unitech 0903 324.68 29.57 1837.0699 -34.4868 739.66 17.61 0903 62.84 -90.9001 3.29 -98.129 4.54 37.4873 95.75 191.5 21.8 31.4967 22872.7598 51.23Vipul Ltd 0803 12 21.77 286.4 44.1224 41.96 54.91 0903 87.87 8.3878 2.64 -71.4595 3.97 54.9633 42.25 94.15 23.9 10.6423 253.5 59.12Consumer DurablesBajaj Electrical 0903 17.29 45 1775.0599 28.7105 89.13 134.51 0903 648.71 43.4596 47.47 42.8958 51.56 28.3211 481.8 495 135 9.6341 832.5504 74.14Bharat Electron 0803 80 28.38 4059.5 4.3844 826.74 404.14 0906 900.98 134.7158 72.71 2785.3174 109.84 10.4888 1476.35 1571.15 545.4 13.4421 11810.7998 75.86Blue Star 0903 17.99 57.17 2552.29 14.8862 180.29 40.81 0906 538.54 -14.4917 41.17 13.0733 20.58 29.7244 360.8 433.95 122.05 17.5401 3245.396 40.14BPL 0803 48.51 0 111.89 -5.2983 -46.23 16.73 0903 21.02 -47.1727 4.55 -256.3574 0.94 -37.6411 34 50.85 12.8 0 164.934 67.05Centum Electron 0903 7.4 1.14 21.53 -57.0945 0.37 43.61 0903 3.76 -68.8226 0.09 -94.9721 0.69 -9.0729 68.35 109 17.1 179.8684 50.579 61.26Fedders Lloyd 0806 30.77 15.26 446.01 28.035 19.26 44.15 0903 112.19 21.9987 1.95 -54.3326 3.52 20.8201 33.95 52.2 15.35 9.6449 104.4641 37.14Genus Power 0803 14.09 29.2 466.79 30.7022 48.03 171.72 0906 119.39 19.3303 8.32 -2.5761 34.4 49.4308 195.25 347.9 59 5.6627 288.7747 39.03Hawkins Cookers 0903 5.29 81.85 241.82 18.5044 19.12 50.53 0903 75.42 25.1992 6.98 94.429 36.16 17.7431 332.25 350 130 11.0972 175.7603 56.03Hind Rectifiers 0803 1.51 38.98 101.99 16.9208 12.29 48.44 0906 13.55 -28.7217 1.04 -45.2632 5.7051 24.7621 53.15 78.75 26 9.3246 79.9908 43.43Hitachi Home 0903 22.96 22.42 470.13 5.2828 21.07 45.52 0906 210.25 13.5504 18.67 17.7918 12.27 11.0517 74.85 147 25.65 7.1902 171.8556 69.9Honeywell Auto 0812 8.84 29.73 962.34 11.108 81.85 357.69 0903 274.78 24.6224 29.81 173.7374 113.96 23.8691 1385.8 1625 652 12.1583 1225.0472 81.24IFB Inds. 0803 18.03 7.34 421.97 30.029 37.35 -155.52 0903 115.96 10.375 55.26 1405.722 162.7 20.4857 41.9 50.45 17.4 3.4571 127.8788 69.19IST 0703 5.85 1.86 20.09 3.3436 2.27 206.99 0903 2.75 -67.7986 -0.2 -128.9855 3.24 21.0487 111.85 262.75 47.8 37.5336 65.2085 74.99JCT Electronics 0803 78.48 0 338.59 16.6787 -40.19 -2.56 0903 106.43 8.7908 -22.3 142.6551 0 -0.8856 3.16 5.22 1.7 0 247.9968 83.15Khaitan Elect. 0803 11.5 12.28 320.04 12.5237 13.55 100.58 0903 106.12 -18.4696 -1.65 -118.4564 0.23 27.9133 93.65 93.65 27 25.3794 107.6975 45.44Lloyd Electric 0803 31.01 16.51 665.01 35.4841 52.72 109.46 0903 174.15 -6.1034 0.4 -97.4076 6.44 37.5214 37.7 95.65 13.6 5.7382 116.87 33.05MIC Electronics 0806 20.13 33.37 307.45 28.7695 65.82 22.63 0906 51.52 -36.7154 11.75 -50.3171 6.3 87.6327 40.85 147.35 14.35 6.304 411.1552 33.24MIRC Electronics 0803 14.19 14.1 1527.3899 0.9397 34.59 17.92 0903 305.26 -10.6068 -3.21 -148.9329 0.86 11.0344 15.96 18.85 8.33 38.9268 346.1724 55.02Numeric Pow.Sys. 0803 5.05 33.45 386.47 41.9697 40.44 277.6 0906 91.12 1.981 8.06 -37.3737 36.38 33.8901 390.45 692 130 6.8826 197.1772 63.18Opto Circuits 0803 94.17 44.77 328.69 63.0083 118.79 33.5 0906 98.11 19.1523 28.49 -5.8182 8.6118 53.8927 177.15 219.71 69.5 20.4561 2860.4412 31.1Samtel Color 0806 51.27 0 776.99 -33.4604 -70.84 30.78 0906 289 53.9855 -10.18 -55.6234 0 0.4871 16.05 17.15 4.42 0 82.2884 45.83Siemens 0809 67.43 27.44 8287.3098 7.2905 593.33 61.33 0906 1909.6 5.5214 337.01 98.9199 33.17 42.2158 477.45 597.7 186.2 16.6012 16099.6143 55.18Sujana Univ. Ind 0809 123.84 5.48 1172.84 29.0139 23.02 38.02 0903 335.35 28.2802 5.07 38.5246 1.46 21.9427 9 15.35 3 4.7368 111.456 17.99Timex Group 0903 10.1 8.54 129.24 -1.9423 7.46 1.76 0903 24.11 -18.6847 -2.01 -728.125 0.77 14.5525 15.95 23.1 7 122.6923 161.095 74.93Titan Inds. 0903 44.39 32.2 3881.7501 28.8488 158.96 124.18 0906 882.8 8.946 46.04 40.9244 38.91 34.0295 1321.55 1375 668 32.5025 5866.3604 53.05TTK Prestige 0903 11.33 30 402.37 23.578 22.38 72.81 0903 85.32 34.8293 3.51 -28.6585 19.73 23.5729 148.4 175 87.65 7.8643 168.434 74.92Value Industries 0809 39.21 2.68 1244.68 -3.6238 8.01 114.26 0903 294.62 -7.5528 0.69 -63.8743 0.82 5.4455 16.4 26 7.8 20.2469 64.4684 46.6Whirlpool India 0803 126.87 54.55 1797.3901 21.7637 32.32 5.41 0903 404.13 1.8216 17.27 4.4767 4.01 10.4491 71.95 74.9 22 11.6236 912.8297 75Zicom Electron. 0803 12.7 10.85 164.52 6.4303 8.04 77.03 0903 53.03 7.5223 2.55 493.0232 7.77 39.1286 79.4 138.8 40 10.232 100.838 18.38Crude Oil & Natural GasAban Offshore 0803 7.56 25.03 657.92 32.8273 159.1 187.02 0903 265.27 35.0731 46.85 35.6006 67.63 21.9589 965.45 2729.8999 224.1 14.2776 3649.4009 60.82Asian Oilfield 0806 10.46 18.74 46.1 68.6791 9.62 58.56 0903 21.38 36.2651 2.06 -27.4648 5.5 54.3043 65.75 158 24.3 21.7715 74.1003 8.42Hind.Oil Explor. 0803 130.51 3.45 81.3 -29.0018 24.1 77.25 0906 15.02 -22.9348 12.49 -8.0942 4.02 9.5272 149.55 154 42.9 37.2015 1952.0762 47.18O N G C 0803 2138.8899 25.2 59848.2995 5.6726 16701.6504330.16 0906 14879.2695 -25.7973 4847.9199 -26.9488 67.04 11.8106 1102.3 1218.95 538.1 16.4449 235767.6406 74.14Selan Expl. Tech 0803 14.42 26.03 34.46 31.7782 12.91 37.97 0906 18.19 -49.1899 6.9 -61.2795 27.16 32.3371 185.75 329.9 100 7.4479 265.994 41.16Shiv-Vani OilGas 0803 43.9 10.51 410.18 99.9415 54.12 140.17 0906 233.81 64.354 30.11 41.8944 21.39 44.151 325.65 625 88.1 14.4541 1429.9292 53.99Diamond, Gems and JewelleryAsian Star Co. 0803 10.67 13.91 1305.11 12.1604 40.36 285.29 0906 308.6 -10.7757 7.34 -38.3711 22.5 8.061 1266.5 1570 753 94.1636 1351.3555 74.97Classic Diamonds 0803 7.69 15.8 710.44 10.3648 31.15 56.4 0903 129.4 -30.0767 -2.58 -146.7391 2.38 3.4389 16.1 47.9 6.65 17.3118 61.9045 64.07Flawless Diamond 0803 16.68 55.75 555.91 84.5222 24.11 40.53 0903 176.06 10.4863 0.53 -93.7352 23.16 39.8792 31.25 63 12.6 3.9063 52.125 21.31Gitanjali Gems 0803 85.06 10.74 2654.3301 19.6043 138.15 209.59 0906 728.45 2.3924 37.96 13.1783 11.76 17.7605 107.15 282 32.5 7.1913 911.4179 50.99Goldiam Intl. 0803 27.03 -0.57 94.13 -43.141 -0.11 64.57 0903 10.11 -0.59 -0.82 -76.6382 0 -7.2638 25.75 42.9 10.5 0 65.7913 53.03Rajesh Exports 0803 25.06 44.01 8187.6201 24.0772 206.56 31.48 0903 4804.9399 90.2698 9.4 -80.7928 3.47 106.0504 42.2 59.7 18.55 12.4118 1084.54 58.02Renaissance Jew 0803 18.36 14.19 433 12.5143 17.76 92.19 0903 299.66 286.4586 9.85 482.8402 10.89 28.7651 41.25 53.75 18.15 3.866 78.705 72.08Shrenuj & Co. 0803 13.86 15.95 987.37 12.0636 30.63 31.52 0903 250.35 12.6181 6.95 13.7479 1.9 27.4228 21.6 50.9 13 11.3089 149.688 58.68Suashish Diamond 0803 20.81 12.15 1222.97 31.0133 82.82 280.83 0903 74.85 -69.9228 -20.06 -479.9242 9.15 10.2532 179.85 480 96.1 0 375.1671 89.43Su-Raj Diamonds 0903 43.71 5.04 2417.76 53.9916 33.45 155.54 0903 716.7 -3.646 6.35 -69.5444 7.64 32.8868 35.75 70.7 18.05 4.6855 156.728 48.82Vaibhav Gems 0803 31.7 0 309.96 11.4283 -184.07 168.61 0903 18.26 -73.7228 -166.75 -13.1691 1.33 25.0808 19.85 49.25 11.55 0 62.9245 13.69DiversifiedAndhra Sugars 0803 27.11 9.03 460.81 -20.2226 42.58 110.44 0906 147.99 16.1252 12.88 5.3148 17.1 7.8614 107.4 118.6 52.1 5.6886 291.1614 53.81Andrew Yule & Co 0803 56.74 96.91 170.8 24.0558 5.33 -1.14 0903 47.03 -7.0186 25.07 -39.7935 0.26 9.3386 48.5 65.2 15.25 48.9899 1437.2975 94.42Balmer Lawrie 0803 16.29 29.21 1443.4 12.8467 86.93 199.42 0906 415.7 -1.5815 28.92 19.702 65.31 12.7296 444.8 489 203.2 6.8116 724.5792 0Bombay Dyeing 0803 38.61 -4.41 922.73 90.1987 16.68 102.54 0903 436.88 15.2262 15.5 -27.974 4.02 1.7941 368.35 679.9 110 0 1422.1993 47.09Camlin 0803 6 13.25 214.52 13.653 3.83 81.13 0906 105.88 23.6049 8.02 87.822 1.82 3.6751 21.1 22.5 7.6 11.4054 126.6 38.85Century Textiles 0903 93.04 19.15 3885.0401 10.852 236.54 158.91 0906 1121.72 17.8537 141.62 104.7419 33.93 12.1767 478.55 561.9 113.1 12.9373 4452.4292 40.32DCM Shriram Con. 0903 33.34 8.56 3405.4901 37.3746 101.79 73.88 0906 893.55 12.6484 21.24 336.1396 7.13 19.7747 59.2 72.7 20.8 8.3146 982.128 55.26English Ind.Clay 0703 4.47 20.47 266.51 11.0875 19.39 218.3 0906 82 19.238 7.71 120.9169 46.35 14.7452 433.8 835 222.05 8.3439 193.9086 79.91Forbes & Co 0803 12.9 -2.12 235.16 -60.8432 2.43 150.75 0903 46.29 7.2272 -30.61 2585.0878 0.07 -5.3512 494.8 618.8 305.05 0 638.292 73.35Gillanders Arbut 0803 11.22 11.33 399.03 51.2337 14.84 122.29 0903 133.5 -27.4732 -7.66 337.7143 17.21 59.0619 97.5 108.95 40 8.2838 137.1825 69.68Grasim Inds 0903 91.67 18.73 10864.1096 5.674 1647.96 1032.37 0906 3045.3201 18.1185 866.59 68.535 218.16 15.7806 2837 2938 831 15.6265 26006.7793 25.19Hinduja Ventures 0903 20.56 4.79 3.24 -73.4208 33.01 291.89 0906 0.78 -90.051 8.44 -28.8364 14.4 -54.2892 203.95 248 85.15 16.8833 419.1172 65.81Kesoram Inds. 0903 45.74 32.9 3873.9098 29.7345 378.74 289.9 0906 1157.48 30.1183 97.55 -17.6724 78.35 24.4869 354.05 384.95 102.7 4.5182 1619.4247 26.48Mawana Sugars 0809 30.57 0 1025.6 533.6732 -166.92 84.97 0906 187.3 -12.3292 -4.45 -116.3483 0.09 7.1634 36.4 50.8 13.85 0 111.2748 61.09Nava Bharat Vent 0903 15.24 46.09 1268.5099 39.1032 455.1 153.73 0903 302.4 -12.0137 108.54 -16.1335 59.68 26.8169 322.1 336 90.5 5.5116 2452.7915 45.81NESCO 0803 7.05 67.46 94.68 43.9343 36.74 102.61 0903 15.63 -58.8142 -3.51 -311.4458 48.98 45.923 807.6 1130 323.05 17.3267 568.5504 62.04Orient Paper 0803 19.27 65.15 1315.05 17.5075 204.48 24.76 0906 345.26 7.2702 33.45 -27.4561 9.55 16.621 52.15 59.45 16.9 5.1329 1005.452 36.85Prakash Inds. 0903 115.47 26.06 1526.53 21.796 204.16 73.65 0906 364.79 -6.9579 58.59 -12.3953 16.43 14.2004 123.4 187 32.1 7.5107 1424.8998 55.01Sintex Inds. 0803 27.1 20.46 1657.12 48.5513 216.33 108.03 0906 354.09 -13.7943 48.22 10.2928 20.02 30.265 213.75 386 70.3 10.7574 2917.6875 30.06Voltas 0903 33.07 35.75 4033.29 32.4766 252.59 22.04 0903 1245.98 47.9593 62.86 13.4452 7.63 25.9368 140.8 146.9 31.1 21.4307 4659.0718 27.66Dry cellsAgro Tech Foods 0903 24.37 17.26 773.61 -23.2865 20.85 53.26 0903 163.4 -35.9969 7.25 31.8182 8.55 -9.3004 150.35 168 64 17.6674 366.403 64.88Anik Industries 0803 27.75 13.06 728.98 58.1336 23.26 67.66 0903 316.52 -0.6622 0.68 -92.4107 4.28 0.9326 29.95 46.1 13.5 6.9977 83.1113 50.18AVT Natural Prod 0803 7.61 24.27 80.7 13.9509 9.27 54.14 0903 19.55 -37.1383 3.48 -30.4 9.14 19.8757 70.9 93 45.25 7.7486 53.9549 69.38Edible OilEveready Inds. 0903 36.34 4.07 857.33 1.1993 19.4 66.48 0906 232.37 5.8537 16.05 414.4231 4.45 -0.5416 42.05 44.45 11.51 9.0821 305.6194 40.17Guj. Ambuja Exp 0803 27.67 21.53 1829.09 30.6269 71.25 25.9 0906 287.26 -34.435 9.06 -53.2749 1.6 24.4183 21.6 44.9 13 22.0408 298.836 63.72HBL Power System 0803 24.28 24.74 998.87 89.0153 67.09 124.65 0903 284.38 -0.8887 17.81 -20.9498 37 40.4835 283.85 320 90.2 7.4658 689.1878 72.87JVL Agro Indus 0803 7.5 27.99 1154.8801 66.9047 23.68 104.88 0903 314.86 0.4018 6.29 -25.6501 45.56 20.4476 127.3 164.8 44 2.7935 95.475 51.49K S Oils 0803 33.24 29.78 2043.89 90.9268 120.7 19.38 0903 887.34 31.6509 48.17 19.8557 5.08 43.489 55.35 75.1 30 11.7019 2040.7545 38.23

August, 2009 [25]

Page 28: Investment Monitor - August Edition

August, 2009 [26]

Murli Industries 0803 10.24 30.69 649.18 23.9059 54.29 215.56 0903 134.43 -39.7067 8.61 -44.6302 44.97 15.6868 231.25 425.95 65.15 5.1412 236.8 52.38Nippo Batteries 0803 3.75 13.74 260.66 -7.9753 16.01 320.35 0906 76.32 10.7853 4.78 28.4946 45.57 -0.7992 379.35 446 269 8.3246 142.2563 74.9Ruchi Infrastr. 0803 20.3 3.26 969.21 10.8365 35.56 5.84 0903 386.09 40.3555 12.84 253.719 1.01 5.6164 34.7 35 8.45 0 704.063 60.35Ruchi Soya Inds. 0803 37.76 16.73 10908.32 27.513 159.23 55.03 0906 3100.6599 10.9653 50.15 17.6678 5.17 26.2619 58.2 86.35 16.8 11.2355 1098.816 42.03Sanwaria Agro 0803 8.7 77.59 938.09 110.7262 43.32 8.71 0903 256.43 -34.0424 6.19 -60.7234 3.155 36.1472 61.8 98 14.8 20.4636 1075.3199 70.04EntertainmentAdlabs Films 0803 23.06 5.08 284.93 -14.0846 45.9 147.03 0812 160.32 89.4588 -33.54 -263.6098 1.35 30.924 366.15 576.1 130.15 0 1688.6838 61.47Baba Arts 0803 4.26 23.62 35.72 91.7338 2.36 11.49 0903 8.96 646.6666 0.65 47.7273 2.36 108.3406 40.1 40.5 10.45 18.5648 51.729 55.1BAG Films 0803 21.62 1.9 52.01 17.8296 2.92 15.55 0812 8.09 -38.1498 0.16 -91.4894 0.26 29.7927 19.05 36.75 9.95 146.5385 214.884 35.19Balaji Telefilms 0903 13.04 7.08 294.92 -10.3505 26.67 59.64 0903 49.42 -48.7982 -14.63 -161.3417 6.28 10.5887 50.85 200 24.8 13.2078 331.542 40.11Crest Animation 0803 22.59 0 36.48 47.0375 -10.66 54.33 0906 5.98 -26.2639 -3.48 -32.8185 1.5 15.1234 29.05 58.4 13.9 0 65.6239 15.92D C Holdings 0803 48.98 28.72 782.37 41.5337 271.94 43.57 0903 180.26 -12.0897 8.15 207.5471 5.39 104.4157 97 134 25.5 16.958 2375.53 63Dish TV 0903 68.73 0 737.69 78.4791 -476.27 -9.08 0903 207.05 51.941 -78.67 -31.627 0 133.843 44.55 59.95 11.75 0 4216.2119 72.83Ent.Network 0803 47.66 4.77 225.22 34.701 16.19 65.17 0903 50.21 -20.5161 1.26 -82.2285 1.29 61.1393 197 324.85 93 322.9508 939.099 71.15Fame India 0803 34.8 16.81 77.72 49.4903 12.42 26.77 0903 23.16 33.027 6.22 -1654.9999 2.6 77.589 18.7 45.5 8.75 34.6296 65.076 43.7G V Films 0803 352.14 0.36 39.45 -7.5246 1.4 13.69 0903 1.57 -85.1607 -117.07 1732.0814 0.02 20.0972 1.96 4.29 0.85 0 69.0194 2.7H T Media 0903 46.85 10.77 1323.04 11.5332 85.23 38.48 0906 328.05 1.0255 32.4 -14.1039 3.41 26.0194 111.2 143.85 35.6 26.7952 2613.2 68.84Inox Leisure 0903 61.9 8.96 225.61 9.392 24.34 45.89 0903 47.32 12.1327 13.39 1960.0001 3.69 49.7288 49.25 105.25 18.95 12.6282 304.8575 64.81Jagran Prakashan 0803 60.23 18.69 749.63 25.3185 98.13 17.89 0906 228.86 13.1067 49.51 56.4297 3.63 24.1963 96.55 98 40.5 26.5247 2908.0859 52.12K Sera Sera 0803 67.13 0 63.69 66.1623 -0.29 23.1 0903 25 31150.0007 2.61 -113.1486 0.6 155.0609 13.02 25.2 9.98 0 87.40330.78Mid-Day Multimed 0903 52.23 0.73 29.21 -72.3338 -13.58 30.68 0906 0 -100 0.62 -169.6629 0.7 -20.6938 17.7 31.2 9.55 27.2308 93.5268 51.1Mukta Arts 0803 11.29 10.75 110.68 14.4098 13.03 55.42 0903 25.1 -42.0858 -1.83 -116.3102 3.07 27.7175 47.05 108 32.05 24.2526 106.2389 70.37NDTV 0803 25.03 2.52 362.5 28.3413 4.28 32.52 0906 80.09 14.8573 -2.39 -214.9039 0 28.6083 134 403 69 0 840.515 63.17Pentamedia Graph 0803 24.48 0.94 8.22 -33.8697 1.67 5.03 0903 0.72 -83.7472 0 -100 0.03 -49.2104 2.37 3.88 1 79 58.7286 1.62Prime Focus 0803 12.72 14.17 85.72 55.4025 26.64 146.02 0903 19.55 -10.7306 -3.57 -189.9244 13.3 39.4587 173.7 504.55 51.8 16.6859 222.6834 53.55PVR 0803 23.01 10.68 268.74 38.6115 21.07 86 0903 54.84 0.9945 -1.11 -141.1111 5.85 47.6169 109.75 208.75 57.5 19.9545 252.5347 41.24Pyramid Saimira 0803 28.28 35.24 743.88 352.702 57.87 66.3 0903 80.69 -67.1404 -85.37 2645.0163 7.85 283.2235 23.75 171.7 13.15 1.775 67.165 25.33Raj Television 0803 12.98 12.7 57.13 41.516 13.47 86.03 0903 19.49 125.5787 -3.08 805.8823 4.62 13.6208 51.25 124.8 29.6 17.8571 66.5225 72.48Sahara One Media 0803 21.53 1.02 197.25 2.9811 2.82 128.48 0903 37.55 -27.0732 -5.85 580.2325 9.68 25.903 142 234.9 76 154.3478 305.726 74.99Saregama India 0803 14.68 10.24 137.36 4.9752 7.73 63.28 0903 24.73 -37.5505 0.05 -98.4326 0.92 3.6643 80 127 36.05 41.8848 117.36 54.2Sun TV Network 0803 197.04 27.59 861.06 27.197 366.98 37.32 0903 275.92 11.9396 114.02 24.6802 11.09 31.2469 253.85 285 125.1 22.89 10003.7207 77T.V. Today Netw. 0803 29 15.91 231.06 22.3122 43.56 50.53 0903 53.69 -15.7804 8.12 -39.9408 5.79 16.3234 91.45 120 46.6 15.7401 530.0442 55.9Tips Industries 0803 17.31 34.35 113.37 352.2138 19.5 40.47 0906 5.66 -41.8891 1.28 -58.3062 5.72 18.1123 34.45 60.4 19.55 6.0651 59.5985 54.99TV 18 India 0803 59.78 5.9 292.22 50.6677 30.49 39.68 0906 58.23 -22.194 -22.41 -751.4535 0.89 57.8909 105.75 273.4 53.15 0 1269.2115 51.71UTV Software 0803 24.84 2.22 286.29 87.7927 4.47 81.57 0903 65.51 -45.3491 11.49 162.9291 7.6 24.7146 424.8 830 182 56.2649 1452.3912 83.26Zee Entertainmen 0903 43.4 13.85 1210.24 16.147 309.74 53.99 0906 238.93 -28.3181 71.27 -45.583 5.75 19.0875 176 239 88.1 30.5026 7638.3999 41.5FertilizersAries Agro 0803 13 19.69 101.67 39.9449 11.16 67.75 0903 25.53 -12.7776 -3.9 -895.9184 4.74 39.7994 48.55 162.6 24.5 20.3138 63.115 52.64Chambal Fert 0803 416.21 17.22 2720.1299 4.9728 203.8 27.35 0906 769.87 -4.396 55.31 132.395 6.3 7.5701 58.65 87.5 29.5 12.0431 2441.0715 49.62Coromandel Fert. 0903 27.98 51.66 9419.0497 148.212 496.38 80.57 0906 1587.98 13.3956 52.15 -73.0991 26.25 49.9992 180.95 231.7 73.7 7.1409 2532.3953 64.23Deepak Fert 0903 88.2 19.8 1388.5099 32.9506 148.7 91.06 0906 238.41 -27.2253 38.91 -13.3021 16.18 23.9818 84.8 115.9 39.75 5.1865 747.936 42.61F A C T 0803 354.77 -120.85 890.28 -40.1472 8.97 -1.11 0906 348.26 -28.2899 -34.51 -3181.2498 0.36 -5.9302 36.5 57.8 14.1 0 1294.9105 98.11G N F C 0803 155.44 21.83 3433.9099 25.3586 372.88 118.74 0906 575.72 7.045 41.75 47.6831 15.52 20.0469 90.75 133.3 48 6.1988 1410.4365 41.18G S F C 0803 79.7 16.8 3555.9099 7.03 238.45 184.86 0906 1143.09 -12.1538 26.57 -62.4346 57.11 14.0796 161.1 197 61 2.5747 1285.7391 37.84Mangalore Chem. 0803 118.55 15.19 1625.39 18.5507 40.46 23.63 0903 485.7 9.4511 -20.9 -9599.9999 4.11 23.6295 21.8 27 9.6 5.058 258.3736 30.44Nag. Fert & Chem 0803 427.98 2.55 2196.3601 20.923 22.49 20.3 0906 329.03 -24.1079 23.09 227.983 1.13 23.9001 36.35 47.5 12.75 32.1681 1556.4343 35.29Natl.Fertilizer 0803 490.58 7.82 4140.6501 7.1131 108.65 28.69 0906 844.51 -23.6705 23.81 -33.6769 2.45 2.5338 54.6 86.4 21.1 27.4372 2678.5669 97.64R C F 0803 551.69 10.58 5140.6102 47.3892 158.15 27.89 0906 843 -45.9851 31.55 65.5299 4.06 20.4895 70.1 90 25.1 17.3086 3867.3469 92.5S P I C 0803 107.95 0 1476.73 -54.874 -566.82 -36.71 0906 96.54 -3.8063 -40.01 -59.7889 0 -2.6054 8.8 23.9 5.1 0 94.996 39.24Tata Chemicals 0903 235.23 14.15 8363.35 107.1839 452.05 164.06 0903 1010.8 8.5889 171.74 -69.3316 19.24 27.0723 243.95 360.8 99.7 11.7171 5736.9722 29.23Zuari Inds. 0803 29.44 9.03 2617.94 9.2192 73.41 286.84 0906 1139.61 2.0881 46.43 70.0733 39.67 17.3936 283.95 347.4 113.2 7.7923 835.9488 34.07FinanceA.K.Capital Serv 0803 5.8 44.29 86.24 83.9983 26.63 131.97 0906 33.19 16.9898 10.84 35.3308 67.06 -20.4175 220 257 110.1 3.5296 145.2 58.67Abhinav Capital 0803 6.92 0.61 3.28 25.6705 0.08 19.09 0903 -1.1 -12.6984 -1.03 -26.4286 2.07 90.7155 87.9 98.05 82 0 60.8268 74.36Aeonian Invest. 0903 0.96 2.88 4 -82.2616 2.54 184.38 0906 -1.6 -144.0771 -0.91 -129.1667 3.36 -14.3341 134 216.5 69 27.975 64.32 86.96Alka Securities 0803 9.23 15.9 5.43 83.4459 1.58 2.35 0903 0.21 -89.2857 0.75 50 0.2151 74.0461 20.05 23.6 7.88 91.1364 200.5 54.12Almondz Global 0803 12.37 18.48 88.4 101.2751 9.94 39.68 0903 24.31 -11.0501 4.45 -9.919 3.24 58.5611 24.25 37.75 7.45 10.2321 61.3929 48.67Apollo Sind.Cap. 0903 5.54 1.39 70.81 -41.978 0.63 8.2 0906 24.49 22.0229 2.3 17.9487 0.61 24.7249 37 60 8.76 205.5556 204.98 76Bajaj Auto Fin 0903 36.6 3.15 584.06 20.1992 33.91 297.47 0906 164.86 58.9472 15.21 405.3156 12.61 36.496 196.1 199 43.45 15.5635 717.726 49.11Bajaj Holdings 0903 101.18 6.84 233.39 -33.4332 196.02 316.88 0906 303.14 1437.2212 291.2 1815.7896 46.6 -45.2961 436.3 555 210 8.8823 4414.4834 31.16BLB 0803 5.29 45.59 1660.4399 35.6868 49.72 25.17 0903 471.14 32.0793 -8.66 202.7972 0.77 3.3738 13.29 19.6 6.82 0 70.3041 67.3Can Fin Homes 0803 20.49 13.6 221.47 16.5632 28.4 107.25 0906 50.02 -6.8876 7.91 32.7181 16.4 9.646 81.1 94.8 37.5 4.9663 166.255 42.02Centrum Capital 0806 6.83 17.81 52.98 82.942 20.12 267.67 0903 22.45 134.098 8.34 717.6471 31.57 40.871 1615 1839 1081 52.418 1103.045 33.73Cholamandalam DB 0903 66.47 6.76 1115.2 25.1234 42.75 72.36 0906 211.89 -30.7888 3.25 3.1746 12.05 37.5683 61.45 119 20.25 11.6163 408.0894 74.96Comfort Intech 0903 16 5 26.02 -52.7939 0.85 13.93 0903 7.69 33.7391 1.19 -324.5283 0.79 31.4098 43.7 46 13.5 91.0417 69.92 44.15Dalal Street Inv 0803 0.23 0 0.51 96.1538 -0.11 -143.48 0903 0 -100 -0.11 266.6667 4.64 -14.8601 10817.7002 10817.7002 3713.7 0 248.8071 0.83Dewan Housing 0903 60.52 20.55 691.7 32.6417 91.77 75.11 0906 205.64 48.9713 31.26 59.2461 16.18 36.3299 140 164.7 37.05 11.2812 1146.46 55.96Dolat Investment 0803 17.6 57.87 53.31 231.9427 29.51 3.59 0903 5.1 -78.9951 3.41 -77.5066 0.81 117.3117 5.2 7.8 2.31 6.1177 91.52 71.86Edelweiss Cap 0903 37.47 1.95 191.39 2.091 26.37 180.79 0903 41.24 -42.0053 10.45 4.3956 3.51 79.1201 418.7 670 218.45 124.9851 3137.7378 38.13Eicher 0703 11.14 71.09 31.54 604.0179 31.37 53.69 0612 0.22 29.4118 0.15 -1600.0001 3.84 -43.9841 264.95 0 0 9.4087 295.1543 74.84First Leasing 0803 22.79 18.15 158.33 21.933 30.96 80.32 0903 55.87 14.1602 8.12 -4.3581 14.71 3.3484 44.3 51.75 24.05 3.0095 100.9597 27.29Fortune Fin.Ser. 0803 10 25.88 37.65 114.4078 12.51 53.12 0903 2.35 -47.5446 2.12 909.5238 2.74 81.9117 92.1 157.75 22 44.067 102.231 52.47Geefcee Finance 0803 10.94 3.27 28.33 -13.0448 2.07 58.83 0903 4.51 54.4521 -0.18 -75 0.23 132.1664 111 237.15 37 0 121.434 36.93GIC Housing Fin 0903 53.85 17.2 312.46 13.8205 57.14 64.65 0903 81.57 9.0071 17.09 38.8302 10.58 25.566 81.55 97 29.8 8.2125 439.1468 50.28Global Capital 0803 23.7 4.84 2.73 76.129 1.23 10.78 0903 -0.33 -175 -0.72 20 1.35 74.2379 33.6 34.5 8.26 0 79.632 5.26GRUH Finance 0903 34.65 24.45 294 45.1708 50.27 63.74 0906 68.76 21.8717 10.05 29.1774 15.04 28.794 193.65 219 81 12.7653 670.9973 61.49Guj. State Fin. 0803 93.72 0 66.88 121.8978 -109.13 -100.54 0812 3.65 -65.0718 -38.28 36.0825 0 11.2194 6.37 7.32 2.5 0 56.7631 83.95H D F C 0903 284.45 18.2 10994.79 34.4706 2282.54 461.85 0906 2844.2 22.9403 564.92 20.681 83.48 29.0744 2374.3501 2619 1116.1 28.3945 67564.5 0HB Stockholdings 0903 24.34 0 24.62 0.0813 -3.31 35.3 0906 16.49 -181.9175 13.19 -158.9629 15.72 58.1313 23.4 30.85 7.3 1.7257 55.6686 50.95I D F C 0903 1295.28 12.82 3313.9399 31.3143 735.92 46.55 0906 875.58 8.135 243.5 18.9371 5.98 39.7377 135.15 149.95 44.15 22.6003 17508.6816 0IFCI 0803 762.41 75.04 1922.86 -3.7439 1020.57 29.47 0906 318.72 2.9857 100.78 -33.2892 7.94 6.3275 52.15 60.55 15.25 6.5598 3982.8521 0IL & FS Invsmar. 0903 69.84 -2.25 24.3 -38.9601 -15.21 95.54 0903 3.33 -48.2919 -0.01 -100.7042 0.5 -21.4906 255.05 260.9 43.05 0 1781.2692 93.86IL&FS Inv Manage 0903 39.79 60.53 97.03 17.9123 36.64 15.72 0906 21.55 -5.3579 9.26 -2.6288 9.15 45.735 159.55 165.6 68 17.4372 634.6899 52.81India Securities 0903 19.96 9.31 52.1 762.5828 3.98 18.36 0903 1.03 -40.1163 0.48 -83.2753 1.62 46.4264 39.95 47 7.04 21.3636 79.7402 72.69Indiabulls Sec 0803 50.69 73.21 627.97 41.2565 248.66 14.18 0903 9.91 -93.8562 -108.75 -296.6902 3.76 89.4228 43.15 80.25 16.8 0 1093.6367 27.11Indiaco Ventures 0803 1.7 19.81 3.98 1795.2382 1.83 88.35 0906 0.9 -35.2518 0.18 -61.7021 0.597 81.874 37.05 65.46 18.4 57 63.3555 36.36IndiaNivesh 0803 3.78 14.73 6.95 -8.0688 3.45 64.79 0903 1.74 -35.316 -0.36 -124.8276 1.3 270.1664 702.55 760.1 490.1 0 265.5639 44.38Indl. Inv. Trust 0803 10 21.16 2.97 133.8583 12.84 65.93 0906 2.09 182.4324 4.36 707.4074 5.33 -14.0179 50.25 75 27.15 5.6652 50.25 62.39JM Financial 0803 29.98 2.19 1770.24 4402.1363 1360.17 551.51 0903 6.77 -39.6613 4.98 -81.8248 0.1452 369.0158 39.05 79.25 16.5 325.4167 2928.75 67.36JRG Securities 0903 23.17 -1.29 39.86 -24.9482 -1.1 33.46 0906 12.29 17.7203 1.03 43.0555 0.93 44.1239 40 46 17.2 0 92.68 45.94KGN Industries 0803 22.25 0.41 186.71 -42.8812 0.24 26.43 0903 24.75 -38.1714 0.12 -29.4118 0.14 281.8457 656.15 2140.7 141.85 0 1459.9337 49.05

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 29: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

LIC Housing Fin 0903 85 26.15 2883.23 32.9603 531.62 262.84 0906 745.05 25.6938 123.84 18.326 64.85 23.2829 608.6 681.7 151 9.3905 5172.4912 40.84LKP Finance 0803 12.8 -15.42 9.11 104.7191 43.51 37.47 0903 -29.38 373.1079 -39.15 -193.9074 99.78 52.6248 85.1 135.3 47.7 1.299 108.1621 56.4Lohia Securities 0803 4.98 45.51 34.9 151.8038 12.84 68.86 0903 10.98 -73.108 3.84 -117.7531 7.7 -17.9745 124 141.75 55 0 62 62.69M & M Financial 0903 95.71 15.41 1379.09 12.8958 214.52 153.5 0906 320.23 8.6852 40 49.4768 23.83 35.743 251.65 294.9 161.55 10.7085 2438.4885 61.28Magma Fincorp 0803 21.78 17.52 465.38 68.6098 50.54 121.46 0903 163.4 6.2419 6.8 -72.8326 14.18 50.5667 176.75 330 119.05 9.8633 384.9615 49.03Manap.Gen.Fin. 0803 11 62.37 79.19 83.0136 20.99 38.35 0903 54.38 131.9966 8.88 14.8771 21.02 54.7262 320.6 330 97 18.2574 553.3556 30.33Money Mat.Fin. 0803 9 24.68 7.78 6383.3337 4.27 32.7 0903 72.3 -253.5684 41.36 -346.4839 26.7179 50.7287 140.15 163.85 29.51 3.7304 378.405 71.04Motor & Gen Fin 0803 19.36 38.2 20.54 -3.2501 19.88 -1.43 0903 3.33 -8.011 8.15 -26.5104 17.23 8.6596 37.45 45 15.55 4.2173 72.5032 56.38Nalwa Sons 0803 5.14 1.71 13.31 -28.0541 4.4 505.08 0903 2.04 -75.3027 1.42 -81.2665 21.94 2.8416 599 860 450 27.3142 307.886 55.62Networth Stock 0803 11.23 0.34 48.97 64.4945 3.05 47.99 0903 7.71 -33.5345 -1.76 -38.2456 0 99.4893 45.15 54.55 16.05 0 50.7034 30.99Oscar Investment 0803 17.28 40.58 15.04 -89.9182 110.19 196.5 0903 8.49 12.5995 -12.87 -666.9604 624.38 9.9029 244.95 360 139.95 0.4467 423.2736 69.11Parsoli Corpn 0803 26.92 7.13 34.19 99.4749 3.7 19.68 0809 3.72 -24.8485 0.17 -73.8462 1.08 86.6313 25.9 87 12.2 23.9815 69.7228 41.18Pioneer Invest 0803 11.16 53.47 58.1 223.4967 29.71 63.93 0903 -6.52 -173.7557 -8.18 -500.9804 6.25 89.6206 48.65 117.7 12.65 0 58.0881 52.1PNB Gilts 0903 135.01 4.59 111.44 -35.2131 24.49 39.97 0906 59.89 -351.1111 33.11 -159.1144 12.82 -14.0268 25.2 29.75 15.5 2.9929 340.2252 74.07Power Fin.Corpn. 0803 1147.77 11.94 5041.7202 31.5088 1206.76 90.58 0906 1891.5 31.3998 554.91 87.2798 14.05 13.3814 225.6 230 86.2 16.0455 25893.6914 89.78Prime Securities 0803 13.2 22.74 52.99 28.8041 20.32 46.19 0906 0.68 -104.6897 0.14 -100.4494 1.4 163.1412 30.8 46.5 8.86 0 81.0656 0Ratnabali Cap. 0803 5.2 30.18 1245.95 29.5314 18.18 129.21 0906 370.35 9.3833 5.04 276.1194 13.85 19.1806 115.75 142 61 9.5346 68.6397 74.9Reliance Capital 0903 246.16 15.09 2975.99 45.7304 968.02 276.5 0903 847.23 6.293 331.44 -14.2436 39.41 54.7209 892 1470 274.2 23.2898 21910.1953 53.49Religare Techno 0803 40.4 0 10.56 168.7023 -5.53 3.71 0903 2.89 20.4167 -4.13 380.2326 0 -12.854 97.5 131.3 24.85 0 393.9 61.29RR Financial Consultant 0803 5.54 0.57 51.95 66.5 9.72 55.28 0812 10.01 -16.16 0.2 -80.19 9.47 NA 43 77.5 20 5.71 23.78 66.95Rural Elec.Corp. 0803 858.66 18.34 3535.77 24.5117 860.15 62.51 0906 1449.35 47.2049 471.82 73.1068 17.32 11.5097 178.9 184.35 53.55 10.3291 15361.4277 81.82Sahara Housing 0803 7 6.21 12.04 54.7558 1.14 27.03 0903 4.66 32.3864 0.42 5 1.9 41.005 156.1 218.15 43.55 62.44 109.27 71.35SE Investments 0903 3.15 26.47 48.17 49.6892 13.78 221.9 0903 11.77 19.6138 5.24 3.7624 43.64 54.454 170.7 588 144 4.0307 53.7705 38.81Shardul Sec. 0803 17.5 35.58 49.66 128.9534 29.21 54.67 0903 1.12 -101.6016 2.1 -105.971 1.58 71.4717 75.6 127.05 26 0 132.3 70.08Shri.City Union. 0903 45.86 20.89 927.74 50.9306 117.01 145.31 0903 258.21 40.3544 32.73 51.7385 25.77 46.2877 350 449 292 14.193 1605.1 50.94Shriram Trans. 0903 203.53 29.92 3697.47 48.1756 612.4 111.59 0906 1016.85 22.8302 164.41 14.4837 31.05 70.8335 299 357 150 9.99 6325.3452 44.14SIL Investments 0803 10.61 9.2 15.38 41.2305 10.42 111.13 0906 3.05 -17.1196 0.13 -61.7647 7.01 -48.6814 72.85 101.95 30 10.6041 77.4396 62.74SREI Infra. Fin. 0803 116.29 19.32 460.35 15.4512 107.96 55.06 0906 53.21 -46.9544 34.03 5.7161 4.53 31.1178 70.9 130 22.3 15.7907 823.4326 30.02Subhkam Capital 0803 5 -12.79 49.76 871.875 -1.65 25.78 0906 8.92 62.4772 0.07 -101.1494 7.49 47.4059 345 369 110 0 172.5 35.59Summit Securitie 0803 48.51 0 0.55 323.0769 -4.38 32.69 0906 0 -100 -0.08 -180 0 -76.2085 11.61 16.5 3.6 13.6588 62.3341 49.44Sundaram Finance 0903 55.55 13.73 1093.8101 8.9279 150.73 207.5 0903 260.49 3.7395 50.32 46.7911 27.13 22.6505 280.15 338 145 10.3529 1556.2333 41.15Tata Inv.Corpn. 0903 34.46 20.81 212.33 1.0903 186.29 274.31 0906 39.88 60.0964 35.09 68.9456 56.5 19.8043 402.2 550 182.15 39.5088 1385.9812 61.02TVS Fin. & Ser. 0703 41.4 0 53.13 25.7515 -9.69 -8.19 0712 11.75 -22.5955 -10.19 763.5593 0 6.5377 24.6 0 0 0 101.844 89.77Vardhman Hold. 0903 3.19 7.69 8.61 477.8523 8.08 340.85 0906 1.62 1699.9999 1.46 873.3333 29.41 -57.6713 195 203.5 77 6.6236 62.205 67.1Visagar Polytex 0806 0.74 58.41 25.6 326.6667 1.38 37.57 0903 8.55 22.8448 0.21 -50 5.75 129.7397 875.9 940.25 51.55 154.2077 64.8166 53.1Wall Street Fin. 0803 11.6 5.28 30.04 17.4355 1.23 12.84 0906 10 15.7407 0.46 4.5455 1.74 10.0502 57.3 80.9 33.15 32.7429 66.6399 70.84FMCGADF Foods 0903 18.05 11.65 93.16 9.5356 9.8 47.89 0903 22.74 -7.1837 2.47 118.5841 5.52 8.8486 38 53.8 19.5 6.8841 67.146 50.25Amar Remedies 0806 26.16 18.74 298.22 47.5825 21.76 48.54 0903 89.63 22.9661 5.41 -3.3929 9.11 32.2915 32.45 39 13.2 3.562 84.8892 42.35Britannia Inds 0803 23.89 27.87 2587.8599 17.7429 191 316.37 0903 762.03 9.9928 40.62 -33.4098 75.51 14.8361 1804.4 1890 991.25 21.8954 4310.7114 50.95Colgate-Palm. 0903 13.6 153.35 1698.27 15.1526 290.22 15.9 0906 467.99 14.816 102.78 42.9088 23.62 12.6106 668.95 686 341 27.9661 9097.7197 51Dabur India 0903 86.51 58.99 2396.1599 15.012 373.55 8.53 0906 609.61 16.3001 80.83 15.241 4.44 17.2225 135.4 139 60 30.4955 11718.8701 70.58Emami 0803 12.43 35.8 583.71 13.1682 92.75 46.5 0906 149.1 21.4268 2 -82.0949 9.37 24.1284 382 394.5 175 40.8994 2756.1299 87.84Fem Care Pharma 0803 3.01 26.11 93.75 36.2844 4.6 94.25 0906 29.79 33.3483 -0.17 -107.3593 28.55 21.9701 715.35 810 215.15 27.2722 252.5186 72.15Gillette India 0806 32.59 29.9 590.59 -13.3448 117.37 130.53 0903 171.78 21.6917 28.46 0.176 32.13 8.9095 865.45 961.7 520 29.5982 2820.5015 88.73GlaxoSmith C H L 0812 42.06 26.77 1542.96 21.1067 188.34 180.9 0903 539.37 31.2783 83.89 48.3466 51.29 14.1567 1055.3 1070 480 20.5832 4438.5918 43.16Godrej Consumer 0903 25.7 47 1087.1 22.6601 161.55 20.89 0906 339.83 22.3951 60.29 75.8752 7.29 17.1982 217.25 235 94 29.7603 5583.3252 69.79Hatsun AgroProd. 0803 6.79 45.71 863.19 47.4832 17.33 63.45 0903 226.08 -1.8324 -2.77 -152.4621 4.23 21.5512 70 90.9 34.55 19.8864 238 73.09Henkel India 0712 116.46 8.83 391.63 22.6873 11 12.99 0906 152.36 12.8927 5.76 418.9189 0.76 42.6072 23.9 24.95 10 31.039 278.3394 67.63Heritage Foods 0803 11.53 -37.21 588.03 69.7889 0.94 100.35 0903 191.23 16.9602 -19.99 -179.6732 0.13 24.9813 86.05 153 49.55 0 99.2157 45.7Himalya Intl. 0803 27.43 18.77 45.87 49.0738 8.31 19.1 0906 15.01 18.9382 3.78 20.7668 5.01 26.4472 19.2 28.5 10.25 3.6852 52.6656 15.9Hind. Unilever 0903 217.99 114.14 20192.3606 48.0284 2496.45 9.45 0906 4475.6802 7.774 543.19 -2.6855 9.64 14.8421 277 306 185 28.6453 61239.1602 52.04Jyothy Lab. 0903 7.26 15.69 373.04 -5.2501 40.11 48.53 0903 144.53 11.7183 21.54 195.8791 7.844 2.0389 105.05 122 42.02 20.2799 762.663 69.69Kohinoor Foods 0803 19.6 3.6 635.06 7.7779 5.34 74.97 0812 147.16 -5.6062 -3.56 -142.9433 2.07 6.9476 49.75 131.8 41 0 140.2453 36.59KRBL 0803 24.35 16.29 996.53 9.1454 54.75 148.11 0903 209.52 -37.2845 -4.2 -120.2215 20.76 11.0719 99.05 158.9 42.5 5.1968 240.7905 56.74Kwality Dairy 0803 18.2 20.53 332.92 122.9126 4.62 13.63 0903 186.51 47.1828 0.98 -36.3636 5.27 170.0041 301.1 327 14.6 57.2434 548.002 83.7L T Foods 0803 22.27 23.86 567.89 18.062 28.22 64.77 0903 157.73 -10.3144 4.89 -39.555 6.5 14.9757 42 66.6 26.1 2.385 93.534 66.54Lakshmi Energy 0809 12.64 31.01 1540.1899 121.2058 159.78 74.32 0906 178.55 -46.2846 25.81 -18.4776 14.47 65.2256 87 305 61.55 6.241 549.84 44.97Lotte India 0803 3.77 0 154.12 4.2408 -5.8 112.04 0903 42.95 18.5809 -0.04 -97.4194 0 13.8285 538.45 541.7 190.05 0 202.9957 80.39Marico 0903 60.9 54.32 1917.46 22.2254 142.1 6.04 0906 549.77 10.6222 61.18 58.1287 2.7 17.7443 88.1 91.5 46.5 25.2435 5365.29 63.51Mavens Biotech 0803 10.99 3.77 20.77 10.9509 0.54 13.08 0903 5.48 -26.443 0.22 -61.4035 0.088 3.1924 103.85 113.9 57.15 192.3148 114.1311 32.04Milkfood 0803 4.89 1.97 321.64 3.3149 1.75 75.44 0812 76.51 -25.0857 7.96 69.7228 20.72 14.4404 200 425 170 38.1679 97.8 50.1Modern Dairies 0803 17.55 24.71 403.05 135.2203 6.6 16.41 0812 110.04 2.6588 -6.99 -3428.5714 1.33 28.464 26.85 41.8 10.8 0 62.6142 45.69Mount Everest 0903 34 0 21.99 -3.6372 -27.97 20.91 0906 4.44 -23.0503 -5.37 16.9935 0 28.0398 74.5 151.2 38.25 0 253.3 45.32Nestle India 0812 96.42 119.78 4327.6701 23.6248 534.08 49.09 0903 1265.85 16.0361 197.3 23.197 59.25 15.1186 2182.55 2220 1220 36.7062 21044.1465 61.85Nirma 0803 79.57 6.13 2332.87 3.8803 217.55 162.26 0903 823.49 29.449 60.03 90.6319 6.35 2.5916 154.1 200 82.5 14.9177 2452.3474 77.17P & G Hygiene 0806 32.46 41.21 646.01 19.7113 131.41 106.79 0903 177.78 19.9352 34.83 27.2561 47.53 7.8666 1002.3 1025 650 21.0833 3253.4658 68.73REI Agro 0803 48.17 22.42 1850.79 70.7954 109.12 111.46 0906 857.79 21.7794 41.59 20.7958 2.515 30.0612 66.95 146.89 35.5 25.8494 1934.855 41.83T N Petro Prod. 0803 89.97 -5.07 776.72 -5.949 -11.91 38.28 0903 203.99 -11.2508 9.04 -49.3274 2.03 3.4005 15.99 20.9 7.58 21.9041 143.878 34.54Temptation Foods 0803 25.14 21.14 328.05 744.4015 23.81 69.73 0906 306.09 54.0851 14.24 17.1053 22.93 110.2749 29.25 335 18.85 1.2389 73.5345 18.19Usher Agro 0806 18.01 30.41 141.24 102.931 12.64 23.57 0903 49.77 13.3713 4.27 -7.3753 8.48 73.6697 33.95 208.75 25.6 4.4091 72.1777 36.56Vadilal Inds. 0803 7.19 11.64 129.16 10.9431 3.8 47.27 0906 71.7 33.7936 7.96 150.3145 11.46 8.159 69.6 69.6 18 8.5294 50.0424 61.13Gas DistributionDeep Industries 0903 20 9.77 33.5 67.3327 7.62 38.89 0906 11.15 83.087 2.17 33.1288 4.22 25.6412 93.15 157.95 28.25 22.0213 186.3 46.93GAIL (India) 0803 845.65 21.33 18012.1409 12.319 2601.46 153.79 0906 6021.4199 5.0728 655.84 -26.8746 20.2068 9.6897 332.85 364.7 165 16.4777 42221.3555 57.34Guj Gas Company 0812 12.83 25.59 1296.47 8.5503 158.81 106.59 0906 331.56 8.3069 47.83 9.7522 23.86 20.2187 323 370 170 13.8093 2072.0449 65.12Indraprastha Gas 0903 140 27.38 860.4 20.6546 172.47 48.82 0903 227.4 21.3447 40.32 -16.2964 12.32 15.0841 141.2 154.4 92.1 12.1306 1976.8 45Glass & Glass ProductsAsahi India Glas 0903 15.99 -16.36 1223.06 22.9589 -40.6 12.63 0906 301.23 -6.2261 -7.94 -80.582 1.35 20.0817 58.25 65.45 30.05 0 931.4175 55.2Borosil Glass 0803 3.61 1.4 70.65 5.7635 0.53 105.35 0903 23.14 0.2165 -0.37 -7.5 0.59 1.5222 299 553.3 110 0 118.404 54.99Empire Inds. 0803 6 30.1 115.94 27.2528 9.25 44.02 0903 33.7 13.1632 4.56 102.6667 28.65 11.3501 268.6 361.5 132.05 9.3752 161.16 56.46Guj. Borosil 0803 34.1 4.06 82.27 -12.8403 5.6 10.98 0903 23.28 -9.2398 0.7 -75 1 4.2478 10.07 14.1 5.8 10.07 68.6774 74.95Hind.Natl.Glass 0803 11.04 33.92 1021.58 98.138 160.34 680.39 0906 329.05 3.9061 57.46 160.8261 81.95 31.5459 623.45 743.8 227.5 6.8556 1089.1671 74.16Piramal Glass 0803 17.98 6.32 471.61 21.7278 16.26 146.67 0906 137.49 14.0712 -4.21 694.3397 0 15.0524 76 175 27.4 0 136.648 69.94Saint-Gob. Sekur 0712 91.11 0 67.01 -4.1345 -0.11 5.52 0903 18.21 8.264 0.97 -393.9394 0.17 8.6343 19 25.95 8.02 0 173.109 85.77HealthcareApollo Hospitals 0803 58.69 10.22 1123.8101 26.1277 101.75 208.46 0906 405.95 23.3628 44.8 53.0577 22.1 20.1646 562.85 625 350 25.4683 3477.2874 33.51Fortis Health. 0803 226.67 0.32 152.47 22.8903 2.62 31.92 0906 48.59 26.5365 -1.56 8.3333 0 31.4359 102.15 126.45 45 0 2315.4341 68.46Indrapr.Medical 0803 91.67 14.2 314.71 35.237 16.15 12.44 0906 105.77 14.8925 7.98 59.9198 2.94 16.7671 36 43.8 18.05 13.7931 330.012 50.99Kovai Medical 0903 10.94 25.97 110.36 26.0681 7.14 27.66 0906 29.91 15.8404 2.82 63.9535 7.54 22.8936 87.5 105 32.65 11.6202 95.725 44.01Lotus Eye Care 0803 10.8 9.38 10.74 59.1111 1.3 16.38 0906 3.71 24.9158 0.49 16.6667 0.64 56.8864 30.25 47.7 10.4 47.2656 62.92 50.69Poly Medicure 0803 5.51 20.67 88.22 3.9595 7.91 76.19 0903 30.71 32.1997 1.96 33.3333 10.75 16.3302 97.3 107.25 30.5 9.0428 53.6123 48.18Siemens Health 0809 1.57 12 101.78 89.9944 -2.26 288.92 0906 45.38 92.2067 9.38 -546.6667 62.17 13.6417 805.8 895 320 13.0431 126.5106 68.73Hotels & RestaurantsAdvani Hotels. 0803 9.24 31.02 43.31 26.6745 6.38 4.82 0903 10 -43.2463 3.07 -58.7366 1.8 16.4214 39 64.9 22 102.6316 180.18 49.74Asian Hotels 0803 22.8 25.47 513.83 24.1795 132.02 290.52 0906 93.25 -21.2881 11.4 -56.3386 29.45 36.9505 315.4 490.4 190 10.7315 719.112 63.57

August, 2009 [27]

Page 30: Investment Monitor - August Edition

August, 2009 [28]

Bhagwati Banq. 0803 29.29 13.51 59.11 66.3196 10.04 40.36 0903 19.58 0.6684 0.82 -77.7174 3.39 54.3375 34.55 79.6 18.5 10.7298 101.197 40.37Bharat Hotels 0803 75.99 11.97 488.97 16.513 70.5 91.99 0212 18.86 57.9565 2.57 -8666.6666 1.19 47.7992 28.45 0 0 2.9759 204.5271 79.99Blu.Coast Hotel. 0803 6.55 43.98 96.31 15.6738 14.16 59.97 0903 21.71 -34.883 2.17 -69.3069 2.36 215.1098 99 178.1 52.85 45 87.714 44.48Country Club (I) 0803 15.48 20.05 314.24 104.2376 65.27 386.01 0903 48.27 -42.3022 -10.1 -172.819 2.554 65.1734 19.55 80 6.8 15.64 151.317 44.69EIH 0803 78.59 21.79 1079.87 15.0058 217.22 27.08 0906 149.81 -36.5884 19.05 -49.8816 2.13 23.0804 117 172.45 74 30.3896 4597.5151 46.42EIH Assoc.Hotels 0803 19.59 15.37 177.97 11.9027 14.65 49.95 0906 25.48 -20.2004 -4.38 461.5385 3.79 45.8672 92.2 137.9 40.2 18.2574 180.6198 75Graviss Hospital 0903 17.29 3.99 69.75 8.8823 10.74 32.12 0812 21.85 16.0382 4.13 -31.1667 1.262 36.6658 49.9 99.25 33.3 40.9016 431.3855 59.71Hotel Leela Ven. 0803 75.56 21.39 536.4 36.2493 149.98 18.99 0903 101.48 -34.3809 67 127.8137 3.83 31.8879 35 43.15 16 12.6812 1322.3 51.56Indian Hotels 0903 72.34 9.2 1619.5699 -8.2142 234.03 42.13 0903 332.68 -40.3404 38.25 -71.6415 3.32 19.3667 69 90 34 21.1656 4991.46 29.53Kamat Hotels 0803 13.79 18.15 147.62 31.886 27.33 117.45 0906 19.69 -39.1721 -5.63 -507.971 5.86 27.0805 53.15 127 23.9 0 70.158 73.02Mac Charles(I) 0903 6.55 12.88 63.07 -14.678 19.7 276.08 0903 13.58 -35.2717 3.03 -51.8283 33.16 9.6889 183.45 354.65 126.2 5.6152 120.1598 74.63Oriental Hotels 0903 17.86 13.84 212.55 -0.1456 37.32 156.13 0906 36.88 -30.1515 0.59 -94.2885 15.45 13.7827 202.5 278.9 132.35 13.1153 361.665 55.93Panoramic Univ. 0803 6.48 20.02 32.71 20.7011 12.4 49.08 0903 11.88 25.9809 5.04 75 14.41 24.2857 217.25 266.4 162.6 14.9415 281.556 74.4Royal Orch.Hotel 0803 27.23 18.01 86.02 6.0143 30.68 64.67 0906 17.84 -33.4577 1.56 -77.0925 5.15 42.7337 58.75 89.9 37 8.298 159.9763 69.43Sayaji Hotels 0803 12.85 13.11 68.59 54.0656 6.14 38.19 0903 20.11 -3.0376 0.09 -94.7674 4.73 29.8783 46.75 80.85 25.2 15.0322 60.0737 51.35Sinclairs Hotels 0803 3.53 9.56 11.21 5.2582 2.72 72.18 0903 3.06 -8.3832 0.54 -14.2857 7.52 1.9664 166 207 113 22.8965 77.356 50.11Ster. Holid. Res 0803 27.84 0 36.85 -7.1086 -0.9 -8.84 0903 7.34 -26.9652 -1.62 -79.0968 0 -1.7007 62.15 68.85 8.45 0 260.5949 9.87TajGVK Hotels 0903 12.54 20.94 237.48 -7.7569 52.77 43.23 0906 47.64 -18.4944 4.89 -67.5944 6.79 22.0577 104.5 115.65 34.5 15.1889 655.215 74.99U P Hotels 0803 5.4 30.12 60.86 13.672 11.17 73.17 0906 8.58 -7.841 -0.35 -3600 16.46 23.3878 170.25 364 113 10.3307 91.935 88.39Viceroy Hotels 0803 42.41 3.24 75.93 37.754 6.07 55.84 0906 12.96 -24.6949 -0.97 -234.7222 0.69 26.1576 31.85 56.6 14.45 37.0349 135.0759 32.08Infrastructure Developers & OperatorsGMR Infra. 0803 364.13 1.52 102.77 207.7868 62.7 30.78 0903 25.59 -58.7191 9.32 -75.0535 0.53 8.6552 145.6 183.5 45.6 274.717 26698.6719 74.4Mundra Port 0803 400.68 11.43 818.21 40.7213 213.41 65.13 0903 280.01 -14.6441 151.19 65.9605 11.51 69.6402 559.95 704.9 250 48.649 22436.0762 81.04Noida Tollbridg. 0803 186.2 8 66.39 40.9255 27.98 19.78 0903 20.5 15.4279 10.57 58.9474 1.8 32.1866 44.2 50.45 16.05 24.4199 822.9598 26.37Phoenix Mills 0803 27.14 20.77 199.91 13.6369 168.65 105.07 0906 24.79 19.7006 15.33 38.9846 5.78 98.9735 119.95 222 44.5 20.9703 1737.4757 65.92IT 3i Infotech 0903 130.75 29.91 527.24 17.8796 184.57 49.46 0906 121.48 -11.2442 48.04 27.2583 10.21 22.3124 78.85 119.95 25 5.9064 1031.8311 39.46Accel Frontline 0803 22.51 6.09 285.76 42.9014 6.1 44.42 0903 57.14 -35.3693 -2.81 -31.6302 3.24 13.341 49.95 97 39 25.1005 112.4374 71.72Aftek 0803 18.7 13.14 392.54 18.05 80.94 69.64 0903 27.39 -75.514 8.42 -70.8044 10.67 32.4526 15.55 48.4 5.99 1.253 145.4702 16.68Allied Digital 0703 12.77 36.35 297.38 90.5916 43.56 45.97 0903 101.44 23.7828 21.69 75.0605 43.67 49.1203 332.15 920 146.05 7.766 601.5236 55.72Aurionpro Sol. 0803 13.11 17.1 60.02 115.5117 17.51 93.31 0903 11.39 -54.7657 0.6 -91.6084 11.68 79.2876 191.05 323.1 56 16.6275 282.754 29.18Cambridge Sol. 0812 111.37 9.67 213.56 19.8227 11.68 22.43 0903 64.01 33.2709 10.15 -40.9197 2.56 35.683 59.75 84.65 40 30.4847 665.376 76.06CMC 0903 15.15 30.78 820.45 -16.0399 105.57 252.48 0906 173.29 -32.2159 26.76 16.1963 72.14 1.8915 808.05 875 249.95 11.1996 1224.1958 51.12Compucom Soft. 0803 5.02 8.78 18.17 -18.6661 4.85 22.82 0903 16.11 284.4869 0.09 -92.1053 1.7355 -12.428 12.81 15.45 5.45 7.2784 64.3702 71.3Cranes Software 0803 22.93 21.49 278.94 13.1465 94.91 41.95 0903 72.7 -4.7681 20.65 -32.4722 10.02 42.1022 43.9 126.9 33.9 4.4796 516.9225 36.68Datamatics Glob. 0803 20.36 3.89 67.44 -1.4323 14.08 61.26 0906 32.71 68.4346 5.82 -3.4826 4.8 5.1521 25 38.9 11 5.8411 147.3 60.85Dhanus Tech. 0806 17.94 30.45 195.17 115.9438 54.26 148.02 0903 19.41 -62.4637 1.08 -92.0879 26.05 260.6223 34.7 181.5 11.75 1.3781 62.2518 41.68eClerx Services 0803 18.87 54.37 116.98 35.8337 43.91 70.05 0906 54.36 28.968 11.67 -26.465 29.85 41.6541 293 318.6 72.3 9.8388 555.235 60.21FCS Software 0803 14.43 30.94 97.62 -25.6342 32.7 83.6 0903 18.79 -27.2551 2.07 -74.7868 17.69 17.353 46.25 84 17 2.5881 66.97 67.68Financial Tech 0803 9.18 115.26 137.55 39.1643 961.25 320.13 0903 108.46 176.1202 78.49 215.8551 80.33 58.1573 1331.95 1582 404 30.4098 6113.6504 45.59Firstsour.Solu. 0903 428.19 1.17 553.49 12.0629 15.11 22.04 0903 148.26 9.9444 47.3 265.5332 1.73 39.3647 26.55 50.8 9.5 132.75 1137.6144 26.74Four Soft 0803 19.31 0.36 37.14 1.7813 0.36 25.27 0906 6.79 -7.2404 -0.41 -612.5 0.56 38.3777 24.9 32.05 10.55 48.8235 97.0104 32.97Genesys Intl. 0803 11.57 46.01 47.16 145.8811 14.56 32.13 0903 22.68 19.8732 7.5 -1.3158 20.99 15.0854 93 143.45 40.6 4.5189 138.756 48.8Geodesic 0803 18.43 28.99 255.46 54.7398 110.4 47.68 0903 139.13 73.5437 40.7 21.167 21.18 92.7571 120.45 190 38.5 6.1611 1110.549 23.25Geometric 0803 12.42 10.44 172.37 -1.6826 21.42 34.23 0906 51.67 -0.6537 -1.2 -107.5519 1.43 23.8851 37.1 69.7 10.5 0 230.391 36.3Glodyne Tech 0803 10.88 57.2 272.96 105.0789 33.65 68.42 0903 128.68 46.7609 25.84 124.111 69.33 50.5957 589.1 699 161.5 8.9461 659.792 65.84Goldstone Tech. 0803 18.78 23.18 60.52 47.5018 11.55 32.49 0906 5.49 -25.1023 0.06 -92.8571 2.95 4.4203 32.3 140.65 10.09 9.0476 60.6594 18.82HCL Infosystems 0806 34.23 33.03 12411.4404 6.6763 304.75 58.61 0903 2981.5901 0.3777 66.67 -19.0702 15.06 51.3108 116.4 132.5 64.05 7.7291 1992.7679 54.53HCL Technologies 0806 133.27 20.72 4615.3901 22.469 780.65 48.22 0903 1048.9 -17.7707 152.57 -42.0062 12.03 39.5614 241.4 261 89.1 20.4576 16179.835 68.15Hexaware Tech 0812 28.73 5.84 498.17 6.2649 36.76 40.27 0903 120.06 -0.4725 20.28 16.3511 2.76 26.3408 60.1 61.25 17 21.7754 863.3365 28.57HOV Services 0903 12.51 -1.97 4.38 -29.695 -1.58 63.59 0906 1.13 -26.1438 0.02 -84.6154 0.02 16.2844 60.35 125 23 0 75.5582 55.62ICSA (India) 0803 8.8 44.85 670.69 101.7234 108.95 83.08 0903 286.1 35.093 34.06 -9.0763 37.15 187.4082 185.95 401.05 48.35 5.2043 875.8245 20.64IEC Education 0803 7 5.13 5.76 37.1429 1.11 16.57 0903 2.04 21.4286 0.4 -21.5686 2.17 -15.6255 43.05 76.1 12.5 27.4204 57.0843 56.24IKF Technolog. 0803 26.82 1.62 28.74 100.2787 1.1 2.7 0903 7.19 24.6101 1.2 122.2222 0.18 129.6439 4.38 7.45 2.02 48.6667 188.6028 8.85Infosys Tech. 0903 286 37.18 20264 29.499 5819 311.35 0906 5104 13.0204 1464 16.0063 105.14 33.6003 1994.75 2043.9 1040 18.985 114311.1406 16.49Infotech Enterp. 0903 27.61 11.64 566.57 30.1891 70.86 124.94 0906 141.78 12.8732 38.67 137.8229 17.34 35.3907 228.2 254 68.05 13.519 1260.5768 23.45IOL Netcom 0803 26.65 0 20.95 42.517 -24.68 34.21 0903 7.06 -14.4242 -6.11 13.3581 0.64 77.7708 29 114.8 23.3 0 79.373 4.01IT People 0803 10.66 0 24.31 -14.3713 -7.13 10.2 0903 0.39 -90.8451 -6.47 -509.4936 0.42 137.7535 7.54 42 3.9 0 116.9454 24.44Kale Consultants 0803 13.35 9.93 86.19 8.4015 16.63 63.66 0906 25.62 12.3192 3.41 95.977 8.62 11.5281 44.25 60 19.05 5.0113 59.118 34.24Kernex Microsys. 0803 12.5 3.41 22.77 -8.1855 4.35 103.18 0903 4.83 2.3305 -0.19 -205.5556 2.39 26.9705 89.4 141.15 50 39.9107 111.75 55.74KLG Systel 0803 11.76 35.77 268.14 138.2831 52.37 154.38 0903 53.58 -29.9974 6.23 -55.6268 26.67 60.1907 166.4 471.25 47.4 6.3054 209.9968 28.6KPIT Infosys. 0903 15.61 27.36 463.35 46.7319 64.08 21.99 0906 108.83 -25.141 16.25 29.379 8.51 44.9113 53.3 70.9 20 6.2559 416.0065 27.39LGS Global 0803 25.42 55.28 136.52 200.7711 25.2 22.31 0903 50.53 -10.3919 1.13 -89.7086 8.96 117.8865 62.45 90 19.05 6.9699 158.7479 64.82Logix Microsys. 0803 12.25 4.23 21.09 30.7502 4.59 133.13 0903 4.98 -6.2147 -2.47 -333.0189 11.64 17.2187 68 140 33 6.9959 81.94 22.6Mascon Global 0803 366.81 8.39 284.64 102.3172 53.62 20.78 0903 96.68 -23.5429 -8.87 -125.1703 0.94 3.7199 3.94 16.35 2.9 5.8806 146.6192 6.58Mastek 0806 13.81 34.59 583.27 17.0755 99.23 105.7 0906 136.35 -14.1481 23.66 -24.9604 35.54 35.3445 235.2 384 97 6.6142 632.688 42.91Megasoft 0812 44.27 4.02 123.83 -19.0812 12.44 71.69 0903 18.24 -38.503 2.72 -54.7421 4.95 23.2558 21.85 85.9 9 9.5 96.7081 7.24Micro Techno. 0803 10.97 30.25 171.98 61.0601 52.53 185.14 0906 59.42 2.874 13.76 -21.1009 53.66 52.7663 128.3 249 53.05 2.3923 140.8734 32.49Mindteck (India) 0803 20.97 4.51 32.51 37.9296 2.89 50.23 0903 15.71 59.4924 -4.32 -301.8692 2.45 25.4336 21.55 42.7 12 14.9653 53.3578 65.29Mindtree 0903 38 5.64 1012.57 37.9824 30.01 139.57 0906 288.84 29.1829 54.54 -522.7907 24.78 50.6617 446.15 622 187.1 15.4698 1695.8162 34.5Moser Baer (I) 0803 168.23 -4.91 1899.79 -4.1086 -78.91 117.07 0903 469.87 -0.2505 42.93 -159.8578 2.55 12.2492 85.15 139.9 41.1 0 1433.0745 16.29MphasiS 0810 208.93 42.38 1451.55 -14.7931 264.51 55.67 0904 836.19 50.221 192.9 147.4346 27.14 41.0528 430.8 440.65 119.4 15.9084 9015.7822 60.75MRO-TEK 0903 9.49 2.42 124.82 -6.9965 3.37 49.51 0903 29.62 -25.8016 2.39 -55.4104 2.44 5.0365 26.8 63.3 16.85 26.0194 50.8664 38.64Net 4 India 0803 16.75 16.79 85.8 29.6073 6.49 25.92 0903 20.13 -7.9982 0.23 -76.5306 3.55 23.6363 76.75 84.9 25 21.6197 128.5562 71.22NIIT Tech. 0903 58.73 25.75 502.07 12.8983 88.5 51.06 0903 115.44 -6.813 22.69 -58.4128 15.07 28.9295 108.85 127.5 42.5 7.6872 639.2761 39.65Northgate Tech. 0803 34.99 14.02 61.94 -23.1228 41.34 113.7 0903 2.62 -41.387 -260.59 -5260.1978 2.76 148.7778 40.25 314 27.6 0 140.9153 32.76Nucleus Soft. 0903 32.37 10.29 209.43 6.3366 26.15 63.36 0906 53.94 3.2344 8.94 93.9262 9.42 31.109 89.85 191 39.5 9.5687 290.7546 59.55Omnitech Info 0803 13.14 42.34 131.56 69.7548 25.57 68.45 0906 42.54 0.8057 7.59 -14.2373 24.22 23.8712 83 151.95 29.55 3.41 109.062 54.45Oracle Fin.Serv. 0803 41.87 15.77 1792.97 15.5011 410.87 335.88 0903 619.73 20.005 293.9 77.7764 83.06 25.8286 1394.85 1474 405 15.7717 11683.2637 80.56Parle Software 0807 14 7.62 31.81 -4.129 -6.75 29.24 0904 0 -100 -5.07 -332.5688 0.11 178.4595 71.15 147 36.4 0 99.61 62.33Patni Computer 0812 25.62 15.32 1541.02 31.5245 389.15 196.8 0903 409.52 25.8165 85.35 19.2206 30.19 23.4711 282.25 302 94 8.9746 3615.6226 48.38Polaris Soft. 0903 49.34 17.17 1171.34 24.8737 111.19 70.33 0906 270.76 1.3627 22.89 20.4737 11.66 15.1536 109.7 116.2 26.3 8.4515 1082.5197 29.16Prithvi Info 0803 18.08 20.82 1112.79 44.6854 63.71 224.39 0906 388.39 1.3623 17.63 -352.2174 34.42 42.0015 65.2 156.95 30 1.9239 117.8816 32.64R Systems Intl. 0812 13.36 13.82 203.85 31.0343 23.65 135.36 0906 47.67 -3.9686 -18.53 -591.512 18.55 36.741 73.9 99.9 40 3.2613 99.3955 45.51Ramco Systems 0903 15.39 0 92.35 -4.36 -1.56 107.06 0906 24.48 17.4101 -1.11 -88.013 10.94 2.3286 114.65 118.9 40 26.4781 175.9877 61.59Redington India 0903 77.87 13.63 6066.1602 5.1144 80.69 78.9 0906 1342.0699 -9.9808 18.83 24.9502 10.84 25.3074 214.85 325.5 80.1 19.9675 1685.928 43.22Religare Global 0803 6.14 11.33 21.96 57.3066 3.92 37.59 0906 2.91 -49.3031 0.55 27.907 0.25 55.3121 35.75 74.35 11.36 0 79.937 71.21Rolta India 0806 160.9 21.46 850.92 42.0236 262.94 81.04 0903 244.68 8.347 160.07 103.2635 19.8 17.6301 141.95 360 40.7 7.3473 2285.395 41.97Sasken Comm.Tec. 0803 28.56 5.94 389.25 6.2625 24.93 148.06 0906 95.64 -13.6199 16.92 84.918 11.65 28.9016 111.25 162.35 41 9.2324 301.5988 27.99Satyam Computer 0803 134.1 26.1 8137.2798 30.6465 1715.74 109.71 0809 2700.52 38.6133 597.43 43.2171 31.04 32.0896 103.6 438.5 11.5 5.8465 12178.1797 31Smartlink Netwr. 0803 6 14.54 291.39 2.921 28.53 68.96 0903 37.68 -52.2312 3.66 -55.9567 4.84 9.1507 43.95 99.25 29.6 19.026 131.85 62.37

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 31: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Softpro Systems 0903 6 11.24 0.68 -54.9669 1.88 39.5 0903 0.28 -26.3158 0.97 -3.9604 4.17 -28.3459 214.8 241.5 46.5 58.3696 144.5604 46.99Softsol India 0803 19.04 6.82 18.99 48.0125 9.15 72.83 0903 6.58 12.2867 5.05 4.7718 14.23 9.2529 40.85 59.95 20.3 2.9971 79.4941 58.06Sonata Software 0903 10.52 25.23 243.58 22.5128 53.36 21.28 0906 56.86 -1.5411 13.39 0.9043 5.08 28.4419 30.6 35 13 6.0236 321.912 45.41Spanco Ltd 0803 20.65 13.05 565.45 32.5512 38.26 147.05 0903 185.26 32.6032 4.82 4.1037 7.17 64.2088 44 114 15.25 6.2947 123.508 33.81Spel Semiconduct 0903 46.13 10.39 81 11.2485 6.24 13.08 0903 16.38 -24.1315 2.7 -13.1833 1.34 25.5846 14.72 27.4 7.65 10.9037 67.8886 55.97Sterling Intl 0706 18.68 14.55 20.53 42.3717 4.5 1.78 0903 0.95 -63.7405 0.07 -88.8889 0.03 6.0987 146.35 366.3 89 0 2733.8181 58.58Subex 0903 34.85 0 301.1 109.2862 -178.21 129.6 0903 174.79 580.9115 14.34 -157.5904 4.11 27.9159 69.95 121.7 18.85 10.2717 243.7758 11.77Take Solutions 0803 12 13.61 87.43 52.6095 20.65 204.3 0903 8.35 -71.2466 -0.82 -117.5966 1.174 68.64 37.5 72.5 14 36.0577 459 58.33Tanla Solutions 0803 10 16.15 129.03 57.3345 87.35 115.51 0903 38.96 2.5803 5.73 -76.8204 7.78 141.5228 68.4 238 21.2 8.7918 684 36.26Tata Elxsi 0803 31.14 49.8 401.55 30.3903 52.67 38.2 0903 106.35 -4.6274 23.27 33.6588 18.65 29.654 156.45 176 75 8.3932 487.6547 44.26Tech Mahindra 0903 121.7 63.46 4357.7998 20.8922 986.6 154.55 0906 1060.23 -3.6767 134.7 -47.0436 71.28 43.6873 807.05 860 203.7 11.2497 9835.5186 83.23Tele Data Info. 0803 39.33 49.83 1013.01 13.359 250.51 32.25 0903 125.73 -53.1033 -27 -175.5456 4.88 110.3638 9.06 16.75 4.46 2.5812 178.1649 25.23Tricom India 0803 11.66 27.3 42.01 38.9679 16.23 56.66 0903 10.84 -10.7084 4.25 -15 1.714 43.6413 16.15 31 7.25 5.8303 94.316 14.95Vakrangee Soft. 0803 21.4 22.55 223.9 91.9252 49.93 126.64 0903 75.89 1.7292 -29.73 -266.3682 15.96 50.6648 61.4 225 19 2.5744 131.396 19.12Wipro 0903 293 24.71 21507.3008 22.9509 2973.8 85.42 0906 5287.8999 12.3961 1197.9 119.3956 24.91 33.1829 464 483 181.7 18.7551 68008.4766 79.22Zen Technologies 0803 8.1 28.67 26.56 19.3708 10.98 56.19 0903 47.18 261.5326 18.36 288.1607 27.85 32.5144 190.05 215.5 71.05 8.742 162.3027 48.09Zenith Infotech 0803 11.79 45.89 113.6 69.6282 39.79 89.58 0903 62.68 84.3529 12.71 0.9531 39.42 77.1031 349 354.4 159 8.9556 432.062 64.76Zensar Tech. 0903 23.97 26.32 421.87 25.6051 60.47 106.15 0906 108.97 11.0692 23.52 20.5536 26.89 27.188 168.05 173.8 64.65 6.2472 402.6478 53.12Zigma Software 0803 38.16 5.12 6.46 -27.3341 2.89 17.22 0903 0.68 -80.5714 0.03 -98.5646 0.02 -9.3956 18.5 26.35 2.31 0 70.596 0Zylog Systems 0803 16.45 26.38 605.94 50.1971 82.24 247.46 0903 181.87 12.21 11.72 -36.1656 51.79 56.4585 239.2 311 61.2 4.6195 393.484 35.42LeatherBata India 0812 64.26 26.13 989.47 14.0981 60.74 39.44 0906 308.63 7.9957 18.35 13.2716 9.68 7.9781 170.4 180.9 76.5 17.6033 1094.9904 51.02Liberty Shoes 0803 17.04 12.5 248.29 11.8978 15.96 67.38 0906 59.55 17.0171 1.4 37.2549 4.38 33.2793 63 78.8 31.45 14.4165 107.352 64.88Mirza Internatio 0803 18.54 2.87 287.76 0.721 3.61 13.69 0903 69.35 -4.0802 7.9 -717.1875 1.75 13.6843 13.21 18.22 6.62 22.7759 122.4567 64.65LogisticsAgarwal Indl. 0803 4.91 67.08 5.32 35.0254 3.83 13.26 0903 6.63 46.6814 -0.24 1100 2.07 0.6516 155.3 174.5 23.95 109.3662 85.5703 53.78Allcargo Global 0812 22.36 21.86 516.79 43.5328 92.67 208.36 0903 128.02 33.4654 21.68 32.9246 47 28.7193 802.2 950 271.85 19.3022 1793.7192 81.49Arshiya Intl 0803 11.4 4.5 201.91 122.2699 12.36 80.11 0906 51.73 -27.822 3.09 -50.7177 2.56 124.5075 117.3 197 42.55 36.3158 689.1375 47.14Blue Dart Exp. 0812 23.76 21.81 974.46 20.4941 77.35 164.93 0906 207.1 -15.3277 11.43 -44.5952 20.69 22.3887 515 748 370 24.8792 1222.095 81.03Chart.Logistics 0803 5.02 16.91 105.87 39.1744 1.95 20.8 0903 38.09 17.4168 0.24 -59.322 3.76 34.4582 120.4 127.8 15.15 33.0769 61.5244 60.75Container Corpn 0803 64.99 25.88 3347.8301 9.477 752.21 489.91 0906 907.38 10.2742 200.9 -0.4608 62.98 17.6789 1146.3 1168.1 540 18.1981 14899.6074 63.09Gateway Distr. 0803 115.6 11.88 165.02 21.0268 75.21 56.05 0906 41.57 -11.7035 18.29 -11.1273 8.05 29.2778 96.3 115 42.25 11.3294 1037.2473 45.54Gati 0806 16.93 15.2 552.07 20.7053 23.78 35.07 0903 151.01 3.1841 -17.06 -629.8136 0.11 14.9453 50.8 90 26.95 298.8235 431.292 49.2Sical Logistics 0803 39.54 7.34 561 -43.2376 36.26 68.49 0903 121.13 -9.5099 68.34 1167.9035 17.29 -12.9024 43.15 108.75 19.1 12.5802 170.5288 43.25Transport Corp. 0903 14.5 10.9 1297.95 8.2961 28.34 37.43 0906 311 -1.2479 7.9 34.8123 4.18 15.4998 68.9 87 30.1 14.8812 499.525 67.96Media - Print/Television/RadioArchies 0803 6.76 10.93 117.68 12.5801 8.2 118.74 0903 36.83 20.1239 -3.19 -435.7895 4.22 9.0868 81.65 141.7 33.2 11.6476 55.1954 62.35Blue Bird (I) 0803 35 12.47 458.71 1.0753 22.59 54.17 0903 146.79 50.2918 4.52 74.5174 4.86 38.8066 26.6 37.9 13.25 6.1432 93.1 52.6Infomedia 18 0803 19.77 -13.24 144.7 0.9699 -9.66 30.54 0906 18.9 -12.9032 -10.72 -8346.1544 0 4.1427 81.4 169 48.15 0 161.8232 65.67Macmillan India 0812 16.82 8.86 150.28 0.6025 18.17 61.43 0906 33 -35.1288 1.14 -83.5022 6.09 12.5851 65.5 157 37.1 13.1263 110.171 61.46Micro Inks 0812 24.87 9.14 1147.28 61.6548 68.12 185.99 0906 319.71 5.4661 36.35 104.4432 39.55 14.7182 235.6 257 87.2 5.957 585.9372 75Repro India 0903 10.48 16.05 233.03 63.4954 16.52 104.55 0906 47.24 6.8053 2.6 -49.5146 13.35 23.4697 89.15 148.35 42.3 6.1229 93.4292 68.78Sandesh 0803 8.65 13.88 334.53 13.964 26.15 231.2 0903 58.89 68.4497 6.05 36.8778 32.16 15.2745 153 174.5 79 4.828 132.345 65.58Sundaram Multi 0803 7.19 14.99 113.4 35.8572 8.13 12.22 0903 37.77 31.3739 1.35 20.5357 1.26 26.1826 10.31 11.86 4.16 9.0439 74.1289 59.85Mining & Mineral productsAshapura Minech 0803 15.79 31.73 1493.0601 66.1041 135.59 62.2 0812 206.42 -42.4709 -77.89 -310.8554 6.45 49.4622 45 143 18.55 0 355.5 42.88Balasore Alloys 0803 33.66 13.3 519.83 59.0132 33.29 38.97 0906 76.9 -58.8352 4.18 -81.447 2.68 34.9695 21.15 60.6 6.28 0 135.9945 46.64Facor Alloys 0903 19.56 28.63 255.95 13.448 38.15 5.06 0906 45.13 -25.3309 -2.33 -110.8121 0.83 19.0035 4.99 12.8 1.93 4.4159 97.8539 46.82Ferro Alloys Cor 0803 18.53 48.69 312.57 60.1363 49.25 6.52 0906 70.36 -20.5959 0.78 -96.8712 1.14 22.2293 11.98 30.9 4.86 41.3103 222.5884 75G M D C 0803 31.8 27.78 980.13 66.4199 263.93 66.77 0906 272.98 0.1064 80.15 10.7809 7.675 27.4302 95 142.48 25.1 12.786 3021 74Guj NRE Coke 0803 337.02 17.81 872.15 69.9038 172.88 32.88 0906 310.04 -17.9006 3.64 -96.1441 2.5387 54.8174 59.9 83.93 16.8 22.5188 2856.7507 45.08Himadri Chemical 0803 31.51 28.57 361.33 11.7596 82.93 99.76 0906 84.87 -7.2459 22.68 7.9486 21.57 30.9856 335.4 381 67 22.3302 1082.0004 52.26Mah. Elektrosm. 0803 24 44.54 319.03 36.2968 36.32 39.73 0903 91.95 -22.8543 6.68 -41.1972 17.04 15.2796 414 604.7 153 27.1475 993.6 99.12Maithan Alloys 0903 9.71 0.02 644.58 70.3301 0.14 91.32 0903 95.08 -18.2108 -6.26 -220.1536 55.83 47.2345 84.75 340.85 50.75 0 82.2923 74.62Nagpur Power 0803 13.1 13.03 13.45 93.2471 4.69 29.26 0903 1.76 -35.2941 -8.29 291.0378 16.75 33.3479 38.55 72.9 13 3.7032 50.5005 58.64NMDC 0803 132.16 46.14 5711.3101 36.4436 3250.98 627.24 0903 1936.0601 2.1932 1021.19 0.415 11.03 36.2972 378.15 489 115.2 34.2838 149925.125 98.38Resurgere Mines 0803 24.09 46.28 403 145.3726 64.34 93.78 0906 95.54 -25.6614 5.2 -84.0784 7.18 378.8914 107.5 740 36 14.2008 306.805 56.17Sandur Manganese 0803 8.75 351.8 269.67 120.0849 57.81 49.78 0903 74.02 -33.8871 6.66 -82.6517 160.74 52.4582 335.65 1429.7 172.45 1.9915 293.6938 74.39Sesa Goa 0903 78.72 53.15 5082.4702 41.0951 1942.49 57.39 0903 1342.28 -17.2826 528.78 -33.7617 24.71 50.8788 245.45 247.5 60 10.6532 20139.1719 53.1VBC Ferro Alloys 0803 4.19 2.34 46.55 -27.9189 3.15 323.03 0906 17 -32.6999 0.67 -70.4846 4.76 6.7882 317.7 349.75 81 34.7593 133.434 33.72MiscellaneousAdvanta India 0812 16.84 4.43 106.02 49.1349 12.19 261.29 0906 70.18 -1.4049 11.42 1.331 14.77 24.552 601 861 311.9 17.1114 180.6516 38.78AIA Engg. 0803 18.8 22.78 592.64 48.4458 108.31 279.33 0903 222.26 26.4565 51.44 25.678 14.176 30.6138 212.35 330 102.05 15.9146 57.681 36.83Alchemist 0803 12.24 14.62 307.93 -19.9662 10.7 80.85 0906 83.71 -24.4972 3.83 -22.9376 12.72 32.186 106.75 114 43.05 6.7571 122.7742 54.92Anil Prodcuts 0803 7.4 15.03 225.33 11.555 7.24 68.54 0903 86.69 40.0485 4.26 46.8966 14.22 17.5485 106.5 213 35 40.2866 1168.5437 51.63Camson Bio Tech. 0803 9.8 35.81 41.91 140.0344 7.79 26.17 0903 6.99 -10.3846 -0.04 -106.1538 8.32 111.5127 55.1 99 17 43.9535 1198.6379 77.31Carol Info Serv. 0803 35.44 3.57 23.85 17.6035 13.4 106.68 0903 7.07 1.2894 4.75 61.0169 21.38 -29.8486 59.45 65 26.2 16.6734 103.1269 47.47Century Ply. 0803 19.8 32.38 594.08 40.4013 44.62 80.01 0906 165.54 -8.1558 18.63 -16.3449 1.19 40.0507 41.8 66 23.1 8.1885 73.7262 56.29Confidence Petro 0703 15.25 39.33 50.96 232.6371 6.48 1.16 0903 63.14 -4.1591 2.91 -62.1586 0.71 129.5239 10.49 15.15 2.65 10.3344 144.5972 43.05CRISIL 0812 7.23 44.7 378.35 48.1866 137.38 479.14 0906 109.15 18.0511 35.65 11.3715 205.9 40.1631 3971.1499 3990 1848.15 7.0189 88.4883 73.6Dredging Corpn 0803 28 13.05 705.37 23.112 154.82 442.42 0903 35.4 -81.4388 -11.24 -122.4128 20.5 7.4315 462.35 649.95 180 10.4074 257.2175 60.98Entegra 0803 51 -0.12 193.5 -1.8713 -0.19 12.55 0903 4.09 -91.8914 2.14 -142.6295 0.35 89.9257 29.25 29.5 8.35 71.3684 619.1496 23.84ETC Networks 0803 9.74 47.36 77.82 278.6861 23.37 99.27 0906 13.55 -29.0947 0.06 -96.9697 7.64 47.1748 116.2 209.8 50.1 7.5697 206.206 89.89Global Vectra 0703 14 -17.78 179.54 20.1982 -5.16 55.39 0903 66.95 40.3564 10.78 -217.4292 7.7 39.3325 38.3 83.95 21.95 9.2439 75.7053 61.69Greenply Inds. 0803 8.5 30.5 588.28 38.3505 38.73 86.46 0903 182.66 11.1206 8.58 -1.0381 21.94 34.4399 115.9 191 39.75 28.3531 1701.3361 54.15Guj.St.Petronet 0803 562.01 9.49 417.89 31.594 99.92 20.3 0906 210.82 76.4332 80.49 146.5993 3.04 35.7317 69.05 70 25.25 21.9322 915.45 28.51Hanung Toys 0803 25.19 28.22 488.55 77.9717 60.74 97.45 0903 166.33 1.6501 13.13 -37.743 26.3 49.1726 74.55 221 24.25 2.8346 187.7914 62.28ICRA 0903 10 21.47 88.73 46.202 36.15 179.41 0906 20.91 27.3447 13.2 73.456 41.74 21.9777 915.45 939.9 320 22.6393 3882.1292 37.77Info Edge (India 0903 27.3 20.22 245.17 11.9804 59.69 118.65 0906 52.9 -16.1914 13.3 2.5443 21.99 66.4827 623.2 900 390 5.2802 197.03 54.92Intl. Travel Hse 0803 7.99 18.24 78.84 6.6847 10.54 77.15 0903 17.71 -15.9468 1.03 -72.679 10.24 18.7124 94.75 112 47.5 0 53.62 75Jolly Board 0803 0.91 60.67 55.39 47.9829 9.28 245.38 0906 15.76 5.2772 37.82 2355.8442 186.8 7.2139 453.2 835 132 15.2094 113.1788 70.51Karuturi Global 0803 33.1 5.6 38.08 8.1204 12.04 58.08 0903 9.94 -11.4082 3.11 12.2744 0.2 49.3776 13.56 28.2 6.4 32.5 297.9405 73.13Kaveri Seed Co. 0803 13.7 21.15 96.57 46.8299 13.96 76.91 0903 18.4 52.4441 0.49 -136.5672 18.17 32.5519 187.75 267 111 28.0382 1294.58 78.56Ricoh India 0803 39.77 23.26 219.72 13.7267 16.35 21.49 0903 82.05 9.1236 7.86 56.8862 3.15 32.5251 22.25 30.35 11.25 19.3018 2871.1414 51.5Riddhi Siddhi Gl 0803 11.14 14.62 332.09 -0.1683 19.89 134.08 0903 161.53 39.4905 3.51 31.4607 9.41 23.5214 129.8 229 57.95 15.6567 269.6979 45.91Sukhjit Starch 0803 7.38 26.86 179.62 11.0136 20.15 112.3 0906 57.76 18.3849 1.81 -62.3701 12.22 21.2536 99.9 128 69 55 928.796 86.09Taneja Aerospace 0803 12.47 -0.59 14.4 -28.7834 -1.37 34.41 0903 7.39 -13.0588 1.53 -378.1818 2.47 -1.1405 41.35 73.1 15.05 9.2746 210.6908 63.73Thomas Cook (I) 0812 16.08 35.2 274.77 15.9269 30.2 5.71 0906 60.31 -19.0687 8.55 -46.3614 1.2866 21.1964 56.7 98.23 30.15 9.3074 75.487 18.42Tube Investments 0903 36.95 4.42 2061.0901 18.1913 72.18 39.89 0903 469.38 -2.5637 -4.43 -148.4683 4.89 12.2398 63.25 67 21.7 7.4894 78.81 58.73Venky's (India) 0903 9.39 13.82 569.26 8.8118 20.56 167.32 0903 153.1 18.2148 7.31 153.8194 25.67 13.3136 130.75 157.1 65.05 8.3923 130.662 28.01Vimta Labs 0803 4.42 4.96 81.76 35.7012 6.25 57.99 0906 21.58 1.8405 1.18 -26.25 2.21 33.3636 26.1 54.5 12.6 15.2331 2002.4604 69.57Webel Sl Energy 0803 7.74 9.69 100.63 -5.6269 5.28 112.92 0903 32.42 62.1 1.03 -200 13.63 24.0837 233.4 261 44.55 156.5104 1012.084 65.95Non Ferrous MetalsHind.Copper 0803 384.11 26.09 1595.75 2.6615 246.46 11.71 0812 169.31 69.9704 21.9 538.4839 13.17 12.2155 58.35 58.7 18.2 3.1541 167.9897 32.34Hind.Zinc 0903 422.53 20.82 5688.5102 -27.9522 2727.6101 339.8 0906 1512.1801 -32.54 211.56 -30.9643 17.45 44.3397 657.5 738.9 164.5 39.2772 46597.0234 61.7Hindalco Inds. 0803 122.65 19.17 18982.5504 4.9135 2860.9399 141.02 0903 3605.0801 -21.5839 6.06 -9.2814 8.12 27.9724 51.15 104.95 17.6 108.8298 59.1294 59.65

August, 2009 [29]

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August, 2009 [30]

Madras Aluminium 0903 22.5 16.53 491.58 4.0073 45.86 34.84 0903 112.11 29.188 9.83 12.8588 30.35 46.9759 104.95 148 45.15 3.4614 135.8053 33.91Manaksia 0803 13.91 10.39 738.91 14.6521 41.01 75.12 0903 196.72 -22.5907 83.02 -80.0284 19.75 14.0922 302.25 452 108.35 15.3038 19474.2695 87.15Natl. Aluminium 0803 644.31 19.69 5021.9701 -15.6764 1631.52 137.74 0903 1088.46 5.8374 -7.17 -174.5322 4.46 12.9258 51.3 87.8 24.15 10.2806 356.7915 58.1Parekh Aluminex 0803 12.94 17.24 298.62 60.2726 26.12 176.98 0906 126.01 -13.1671 28.74 -293.6658 5.55 10.105 115.85 224.8 34.55 21.8998 1303.3125 80Prec. Wires (I) 0803 11.56 13.71 573.91 -2.1049 17.25 122.59 0906 126.25 -28.0452 268.76 -75.0455 14.3972 31.8182 93.45 138.1 36.9 7.1281 15893.041 36.1Sterlite Inds. 0803 141.7 10.8 12659.5896 8.0506 951.63 185.82 0903 2279.8301 -7.9992 718.82 -15.2145 61.49 25.2688 697.35 709.95 215 11.339 29465.1289 64.92Tinplate Co. 0803 28.92 6.83 391.3 -12.8469 3.94 20.65 0906 195.33 -60.2456 -96.6 -279.9218 1.83 29.6652 258.3 367.2 70.2 0 23898.4316 99.59Oil Drill/AlliedAlphageo (India) 0803 5.13 32.69 81.57 50.2487 12.65 92.63 0903 18.8 -37.0184 2.87 -26.0309 23.81 52.5916 170.4 472 69.35 14.6644 87.2448 34.71Dolphin Offshore 0903 9.56 43.47 343.98 51.0672 40.01 115.45 0906 161.96 141.9842 12.01 42.2986 36.1215 48.5763 243.8 243.8 75.14 7.49 326.4482 67.08Jindal Drilling 0803 11.47 11.99 412.76 35.5578 18.37 205.89 0906 334.38 192.0094 16.61 330.3109 21.395 27.6825 510.5 775 225 23.8663 1171.087 75PackagingBilcare 0803 16.45 21.16 406.35 25.8127 61.69 220.81 0903 121.86 9.3896 17.27 13.4691 25.23 36.6119 412.05 762 279 11.6827 709.1381 46.67Cosmo Films 0803 19.44 27.01 580.67 8.862 44.5 93.2 0903 133.71 -6.9261 54.89 272.1356 44.99 12.9903 98.75 112.8 55 3.454 191.97 43.65Essel Propack 0812 31.31 4.74 333.95 7.6147 27.18 37.33 0906 78.04 5.7596 9.4 37.8299 1.82 8.0467 28.8 32.8 9.5 16.4571 451.008 58.92Ester Inds. 0903 27.75 28.01 372.93 16.928 33.43 24.3 0906 86.18 -8.727 8.38 45.7391 6.49 6.4496 24.1 25.85 6.74 3.7077 133.755 68.38Everest Kanto 0903 20.23 9.45 351.14 5.4411 37.25 38.85 0906 65.44 -28.3085 10.26 -18.1818 3.91 36.6218 189.4 327 84 30.7967 1915.781 59.75Garware Polyest 0809 22.8 6.38 862.03 64.5975 9.41 62.64 0903 143.43 -0.0349 6.64 422.8346 3.76 15.9162 30.3 42.2 15.5 9.2097 69.8718 57.48Hitech Plast 0803 13.18 23.3 106.29 13.8618 7.96 28.35 0903 27.65 3.3645 2.35 107.9646 7.02 39.8067 61.55 92 25.5 8.7553 81.1229 66.5Jhaveri Flexo 0803 11.06 42.3 130.65 25.3237 14.28 17.41 0903 39.06 15.3914 0.35 -88.4488 1.36 58.0443 37.75 69.4 28.5 94.375 94.979 74.57Jindal Poly Film 0803 28.1 15.6 1260.05 23.4859 132.57 324.86 0903 350.36 5.3144 40.97 52.4182 44.95 26.05 282.3 330 104.1 4.5466 747.2481 58.6Max India 0803 44.35 4.06 281.64 81.7971 61.9 92.17 0903 81.68 -5.4958 -6.76 -133.4322 1.29 14.1133 199.85 253.8 81 104.6335 4643.5146 33.3Oricon Enter. 0803 9.63 6.32 15.69 -76.9231 2.4 97 0903 14.15 133.1137 1.94 -573.1707 9.37 -35.0293 112.15 117.3 19.1 16.4202 108.0005 54.84Paper Products 0812 12.54 8.89 619.29 15.4853 21.29 38.82 0903 143.17 -1.9316 11.04 17.1975 3.66 9.8099 46.2 56.8 23 13.5882 289.674 63.88Polyplex Corpn 0803 16.57 10.49 191.01 2.3743 12.37 77.05 0903 51.1 7.1054 2.5 125.2252 10.71 6.1557 190.5 210 95 17.7871 304.6095 46.93Rollatainers 0809 10.01 0 48.42 25.4079 -4.44 -23.17 0903 8.76 -24.6127 -1.03 -2.8302 0.73 -12.0725 153.85 158.9 47.5 0 154.0038 94.07TPL Plastech 0803 7.8 31.39 60.26 35.1424 3.85 17.03 0906 16.68 -17.7109 0.92 -10.6796 2.93 23.7424 72.4 74.9 17.5 20.1671 56.472 75Uflex 0803 64.97 10.64 1267.58 5.7886 61.93 98.11 0903 364.6 0.6015 57.4 131.0789 16.18 14.3136 80.9 133 52.1 6.5347 525.6073 42.92Paints/VarnishAsian Paints 0903 95.92 35.82 4495.05 25.2536 362.36 114.1 0906 1164.8199 16.9592 164.45 67.8061 45.31 20.1132 1385.9 1400.05 680.9 30.6547 13293.5527 49.98Berger Paints 0803 63.77 29.6 1339.2801 15.4691 92.08 10.91 0903 352.04 4.6741 21.49 -10.1964 2.78 18.1267 42.8 54.9 25.75 15.3957 1364.678 73.74ICI (India) 0903 38.07 9.88 905.84 -2.5968 294.59 254.69 0906 238.55 5.5624 69.16 -2.4266 71 3.011 545.15 597.95 351.55 13.8786 2083.0181 54.64Kansai Nerolac 0903 26.95 15.8 1478.68 5.3086 98.59 242.84 0906 412.91 16.5293 42.3 40.1126 41.17 12.7794 591 730.25 325 17.5998 1592.745 69.27Shalimar Paints 0903 3.79 13.89 332.4 11.0406 3.56 94.91 0903 92.33 1.4281 -0.31 -107.1594 10.21 23.5039 202.5 363 139.75 16.5037 76.7475 62.3PaperAP Paper 0803 25.73 2.84 578.41 18.8212 16.54 161.84 0903 142.87 -23.5089 18.78 509.7403 9.88 9.5742 66.1 84.9 35 9.4564 170.0753 50.73Ballarpur Inds 0806 111.12 7.92 952.12 -56.0786 129.45 22.82 0903 252.64 3.8005 33.09 -11.854 2.54 -13.5745 22.9 36.45 13.25 9.0157 1272.095 40.3JK Paper 0903 78.15 9.63 1200.53 75.7859 38.01 51.54 0906 260.64 -0.9463 20.16 95.9184 6.13 13.1431 32.2 34 14 5.2529 251.643 39.54Mysore Paper 0803 118.84 4.25 378.57 -4.9822 5.06 5.94 0906 90.86 -17.2269 -13.59 -211.3934 1.19 1.8792 6.75 10.95 3.34 0 80.217 64.74Pudumjee Pulp 0803 8.2 4.35 219.57 16.5384 4.69 136.11 0903 47.71 -41.6891 1.9 -9.0909 1.034 14.1259 16.4 20.2 5.53 15.4717 67.24 58.58Rainbow Papers 0803 7.21 27.72 168.17 14.784 12.63 83.88 0903 51.48 -5.9554 11.64 490.863 32.55 15.188 92.1 138 31 2.8139 66.4041 58.98Rama Newsprint 0803 58.16 0.35 354.09 0.7454 1.07 52.5 0903 72.3 -25.7548 -33.36 831.8436 1.05 2.5527 19.2 31.4 10.95 0 111.6672 55.45Seshasayee Paper 0903 11.25 8.02 529.11 6.8823 15.03 171.14 0906 120.58 8.5524 10.15 61.3672 16.79 7.1766 113.15 145.6 54.1 6.7391 127.2937 42.76Sirpur Paper 0803 15.01 17.49 243.09 0.4961 32.61 133.08 0903 96.04 45.5372 6.84 81.9149 5.35 3.7347 50.05 73 26.05 0 75.1251 43.25T N Newsprint 0803 69.38 18.25 971.8601 9.8867 112.83 95.16 0906 178.79 -28.032 7.14 -71.0345 12.99 12.4768 75.7 99 51.3 6.5428 523.9197 35.32Well Pack Paper. 0803 4.44 3.87 15.85 -4.8619 0.33 19.21 0903 4.65 14.532 0.06 -14.2857 0.68 -0.1006 159.9 173.9 6.37 192.6506 70.9956 44.25West Coast Paper 0803 11.48 25.94 583.62 5.117 81.9 69.55 0903 153.84 1.5446 23.52 21.6762 15.45 4.6455 54.7 68 30.5 3.7907 343.2425 51.6PetrochemicalsBhansali Engg. 0803 16.59 8.84 257.38 7.1256 6.94 4.88 0903 66.58 12.9623 6.7 150.9363 0.6 28.9245 11.76 17.5 4.98 0 195.0984 44.82Chemplast Sanmar 0903 47.98 -30.3 675.76 5.576 -66.61 3.89 0906 146.12 -23.4212 -15.63 -1602.8847 0 6.22 5.31 9.52 3.46 0 424.6407 75DCW 0803 39.23 13.23 751.31 13.3642 35.79 15.25 0906 225.77 -6.1949 18.39 75.3098 2.01 6.5104 15.54 19.25 6.06 9.3054 304.8171 39.65Finolex Inds 0903 124.01 -7.19 1492.92 7.0309 -37.89 40.32 0906 330.66 -21.172 47.86 307.6661 6.52 16.3477 50.2 64.45 25.05 4.1522 622.6306 52.12Ineos ABS (India 0812 17.59 8 604 8.4205 17.95 131.13 0906 140.29 -7.4726 14.5 65.9039 16.88 11.9619 131.05 160 70 9.1197 230.517 83.33Jubilant Organ. 0903 14.76 19.19 2428.53 22.8876 260.74 90.74 0906 605.94 -1.673 145.03 899.5175 9.83 23.1172 182.5 380 85 11.1348 2691.875 50.44Manali Petrochem 0803 86.03 5.27 325.32 3.7439 6.01 6.5 0903 85.9 5.4894 4.11 144.6429 0.41 10.7898 9.4 13.39 6.02 22.9268 161.68 38.3Savita Chemicals 0803 14.6 27.05 905.04 13.8243 61.96 171.39 0903 286.19 9.9969 -6.45 -127.7062 18.37 26.1669 199.35 288.8 99 16.8941 291.051 71.52South Asian Pet. 0903 233.14 4.05 1111.8 10.6929 15.73 16.71 0906 273.51 -7.8719 25.23 118.6308 2.08 23.9617 12.51 15.5 6.01 9.9286 291.6581 56.3Supreme Petroch. 0806 97.51 10.24 1483.44 -0.6949 22.57 19.3 0903 331.88 -12.6701 34.19 462.3355 3.62 14.3791 23.85 25.9 9.6 0 231.2735 59.77PharmaceuticalsAarti Drugs 0903 11.71 13.13 376.51 21.1695 15.05 102.46 0903 106.8 -2.9532 4.56 143.8503 12.85 11.2844 55.45 66.5 30.4 4.4826 64.932 54.48Ajanta Pharma 0903 11.8 13.96 284.92 19.4633 17.79 128.94 0903 89.4 2.8532 9.31 6.4 18.26 23.3071 88.2 102.5 48.5 5.0142 104.6052 66.82Alembic 0903 27.44 4.21 1085.23 9.6114 7.28 23.83 0906 229.01 1.1394 0.02 -100.4255 1.24 14.578 39.6 48.9 24.75 41.25 543.312 62.11Ambalal Sarabhai 0803 76.63 0 61.12 -31.349 -7.54 6.06 0812 13.89 -7.2764 47.72 43.6052 18.81 -13.5366 12.59 19.8 6.25 0 96.4772 30.43Amrutanjan Healt 0803 3.2 23.56 74.55 2.9838 4.99 79.53 0906 11.8 -9.1609 0.41 32.2581 283.03 1.5417 349 425 236 9.6516 108.19 47.43Ankur Drugs 0803 12.7 38.18 673.5 80.4469 63.5 165.94 0903 241.73 16.4908 -5.5 -127.5551 28.08 105.7405 130.9 284.5 51 2.8694 243.7358 36.07Anuh Pharma 0803 1.39 21.4 110.87 35.5876 7.78 140.07 0903 26.55 -18.1061 0.98 -54.8387 35.29 25.4591 214.55 274 122.75 6.7089 59.6449 71.75Anu's Lab. 0803 8.26 43.42 150.41 39.501 18.08 62.51 0903 45.44 -2.5311 4.76 -3.8384 0.539 49.5008 16.05 28.58 10 23.6029 387.6075 50.3Astrazeneca Phar 0812 5 53.61 354.76 17.2063 73.84 46.46 0906 95.86 8.6602 15.28 -28.2966 25.58 14.8841 661.55 679.1 400 25.862 1653.875 90Aurobindo Pharma 0803 26.88 27.05 2218.23 18.7871 290.78 227.05 0903 769.98 21.7552 90.38 18.796 31.8 15.0512 547.5 560 101.6 22.22 2943.3601 59.85Aventis Pharma 0812 23.03 22.07 995.3699 15.1995 166.2 353.73 0906 249.9 0.5229 47.1 12.6794 77.18 8.6887 1238.3 1310 662 16.0672 2851.8049 60.39Biocon 0903 100 15.02 912.37 3.9916 111.8 68.7 0906 242.79 9.7703 47.55 58.4472 6.7 12.6688 216.5 235.8 86.55 21.2672 4330 60.92Bliss GVS Pharma 0803 6.45 78.98 102.39 64.2445 33.73 9.59 0906 28.69 27.172 7.5 12.4438 4.42 106.0012 18.3 31.88 7 5.0275 188.856 67.27Cipla 0803 155.46 20.12 3997.9001 16.2775 701.43 48.2 0903 1235.17 14.1963 252.92 40.9418 9.87 22.7038 282.95 289 146.4 28.3233 21992.2891 39.38Dishman Pharma 0903 16.14 18.36 415.76 15.8106 92.14 68.38 0903 104.72 1.6206 31.41 235.5769 11.43 27.3196 187.4 332.4 87 16.7172 1512.318 60.77Divi's Lab 0803 12.91 49.94 1033.22 42.4345 353.55 135.4 0903 325.85 17.048 107.87 14.3054 65.58 33.2842 1142.2 1613.8 765.05 17.4515 7407.167 53.33Dr Reddy's Labs 0903 84.2 11.14 4158.8998 23.5855 560.9 312.3 0906 1197.8199 9.9805 227.44 8.279 34.33 20.1463 801.75 828.8 357 23.3815 13522.3154 25.8Elder Pharma 0803 18.82 19.68 551.2 22.6934 69.7 203.82 0903 157.59 0.8963 10.07 -50.6856 29.58 20.0439 283.95 347.95 191 9.6157 535.5297 38.47FDC 0903 18.9 21.01 576.51 17.7488 83.43 22.21 0903 133.28 50.0394 7.39 94.4737 4.36 15.6154 42.75 49.3 21.7 9.805 804.555 65.44Fres.Kabi Onco. 0903 15.82 -20.33 262.08 8.8191 -77.7 26.03 0903 74.15 68.8681 -8.64 893.1035 1.8 5.5017 46.75 72 28.6 0 739.585 90Fulford (India) 0812 3.9 16.57 185.34 10.2755 19.72 329.31 0906 53.63 4.0551 8.02 13.4371 52.01 10.0386 485.05 518 271.5 9.8728 189.1695 53.93Glaxosmit Pharma 0812 84.7 30.89 1665.2901 6.0492 576.57 181.95 0906 456.77 9.7187 124.35 8.2622 71.8 8.7829 1351.15 1355 930 23.9311 11444.2402 50.67Glenmark Pharma. 0803 24.87 52.63 1371.3299 69.6855 389.02 41.34 0906 219.96 13.3931 5.22 -90.8163 6.64 35.4373 258 696.5 119.15 38.8554 6465.48 52.08Granules India 0806 20.23 5.14 213.81 15.1373 9.13 88.57 0906 87.37 41.5816 6.2 129.6296 5.28 28.0729 72.6 75.7 28.2 9.3196 145.7082 34.23Indoco Remedies 0803 12.29 16.48 262.39 -19.0854 30.09 206.88 0903 84.99 -2.4001 3.92 -46.3748 25.49 15.7266 185 290 104 7.2606 227.365 60.95Ind-Swift 0803 7.44 19.11 513.08 36.0847 31.24 47.87 0903 164.4 16.2577 7 -25.5319 8.45 24.2316 20.45 26.8 10.5 2.4201 76.074 36.71Ind-Swift Labs. 0803 24.03 13.73 444.5 29.3091 31.02 97.95 0903 148.21 20.4764 10.83 -3.7333 16.2 27.3888 42.65 54.6 22.3 2.7375 110.762 37.69J B Chem & Pharm 0903 16.87 15.82 721.17 32.172 78.74 63.08 0906 135.19 -1.9723 13.13 -3.739 9.28 19.0367 45.7 54.9 27.1 4.6585 385.4795 55.58Jupiter Bio. 0803 18.13 11.55 129.81 24.8293 27.04 161.3 0903 47.42 2.6629 10.12 2.4291 19.56 16.0919 70.15 127.8 28.8 3.5376 113.1519 17.88Kerala Ayurveda 0803 10.56 0 17.17 12.4427 -4.63 14.76 0903 4.94 39.548 1.31 -789.4737 1.25 5.7057 48.1 58.65 14.85 0 50.7936 61.52Kilitch Drugs 0803 13.2 34.88 117.18 261.89 11.32 38.88 0903 29.09 -12.0085 1.49 -30.6977 11.13 66.8572 66 152 48.6 7.8199 87.12 64.62Kopran 0803 35.25 -15.4 46.64 -67.0854 5.32 26.73 0903 30.27 26.8119 0.02 -101.5873 0 -17.8726 15.88 19.9 6.4 0 55.977 28.82

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 33: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Lyka Labs 0803 20.93 6.75 93.31 -20.0428 3.08 35.63 0903 28.05 -3.8396 -2.46 167.3913 1.38 -8.6494 25 41.35 12.56 0 53.95 23.3Marksans Pharma 0803 35.94 12.38 236.46 2.9833 14.92 3.56 0903 30.5 -63.1509 -13.43 -389.4397 0.39 33.976 5.25 21.75 3.61 0 193.095 48.39Matrix Labs. 0803 30.92 9.3 952.08 25.8782 -298.36 43.98 0903 436.56 58.7202 70.78 -119.0197 7.65 18.9963 208.65 227 48 17.2581 3262.2427 92.59Merck 0812 16.86 16.87 312.55 -4.7249 68.82 267.73 0906 135.38 28.8474 11.89 -33.9444 29.25 -1.8347 392 414.9 260 13.4017 660.912 51Morepen Labs. 0803 71.46 0 123.32 -2.7368 -48.76 6.49 0906 42.55 10.7496 -10.2 -3.5917 0.08 -24.4244 8.35 12.65 4.27 0 298.3872 43.48Natco Pharma 0803 28.04 16.4 229.04 23.9528 40.05 78.17 0903 73.3 29.072 12.59 3.1122 15.22 17.0398 78.45 95 38 5.5996 220.8367 61.87Nectar Lifesci. 0803 15.23 34.06 735.95 72.7542 83.7 185.92 0906 191.79 3.4243 20.44 -15.1867 3.4973 37.4943 18.65 38.87 9.1 5.5838 284.0395 64.46Neuland Labs. 0903 5.47 16.71 306.73 40.9151 11.79 135.1 0906 58.6 0.1367 -3.1 -403.9216 19.96 16.937 130.25 160 80.5 9.1725 70.335 38.02Orchid Chemicals 0803 65.85 31.03 1238.9201 35.7096 184.54 104.49 0903 191.79 -49.4211 26.45 66.877 0 18.5611 96 267.25 56.5 0 676.224 21.18Panacea Biotec 0803 6.68 21.54 830.44 -0.1083 133.17 104.37 0903 227.63 16.4229 -40.17 -261.2605 5.11 25.2745 163.35 340 51 0 1091.178 68.73Parenteral Drugs 0803 13.87 22.05 210.35 24.0564 19.14 86.28 0903 62.8 17.4051 4.28 -24.2478 14.47 34.8914 88.15 109 30 6.0919 122.2641 57.04Piramal Health 0903 41.8 24.97 2318.8999 21.1629 275.32 56.89 0906 569.73 16.4806 74.11 45.4849 14.3 11.1397 312.95 366.9 163.75 21.9153 6540.6548 49.56Plethico Pharma 0812 34.07 20.96 472.14 -14.0736 60.85 178.93 0906 109.92 -21.9872 45.12 21.8801 31.86 26.7345 229.1 475 81 6.934 780.5437 87.01Ranbaxy Labs. 0812 210.19 0 4564.9601 8.0663 -1044.8 84.24 0906 1006.47 -17.2937 675.45 2746.3971 16.07 4.6464 269.75 542.45 133.15 70.2474 11339.2109 63.92Sharon Bio-Med. 0806 10.56 37.43 334.62 95.6728 27.19 76.34 0906 117.52 37.7403 0.34 -94.7368 9.8 76.366 52.5 150 26.05 2.6515 55.44 60.74Shasun Chemicals 0803 9.66 10.26 422.4 6.7583 22.26 46.62 0906 116.01 22.2316 0.45 -105.2144 0.09 13.4077 23.25 38 10.55 0 112.2975 45.78Shilpa Medicare 0803 3.47 22.07 95.81 40.0936 10.98 31.46 0906 48.08 60.2667 10.85 974.2575 7.46 31.7779 93.9 100.05 29.3 10.4333 206.58 59.95SMS Pharma 0803 10 13.89 207.19 24.8283 27.16 208.2 0906 52.53 -6.746 1.22 -80.5112 8.37 37.4515 123.5 228.5 72.1 0 123.747 53.82Solvay Pharma 0812 5.05 33.46 201.64 20.4756 32.8 216.36 0906 62.29 23.0298 10.8 12.2661 69.11 15.8612 730.05 770 477.1 10.5636 368.6753 68.85Strides Arcolab 0812 40.05 19.41 593.14 43.6627 6.13 82.34 0903 169.76 41.8331 21.48 -233.8318 37.56 17.3938 146.75 206.7 60.65 2.9815 587.7338 25.8Sun Pharma. 0803 103.56 30.47 3151.92 40.5112 1014.04 203.15 0903 770.35 32.4445 424.69 71.322 61.1 31.7727 1253.95 1600 953 20.5263 25971.8125 63.71Surya Pharma. 0803 14.47 26.34 486.51 71.669 41.72 123.36 0903 196.49 25.5688 13.04 1.9547 38.9 30.1536 98.25 117.5 47 2.5244 142.1678 35.15Suven Life Scie. 0803 11.57 7.61 117.28 4.9861 8.35 9.69 0906 31.02 0.6163 2.18 36.25 0.93 22.0922 23.3 31 9.4 38.1967 270.047 62.33Themis Medicare 0803 8.05 15.28 218.96 30.9491 10.83 93.2 0812 38.18 -20.508 -6.55 -501.8405 5.1 35.4135 73.4 144.75 49 0 59.087 69.15Torrent Pharma. 0903 42.31 28.34 1167.27 18.5539 186.73 86.58 0903 279.22 26.1555 34.95 13.4004 22.07 21.7339 197.1 209.7 112.15 9.0082 1667.8602 71.51TTK Healthcare 0803 8.11 8.55 198.85 -5.7002 12.19 64.73 0906 66.64 18.1351 2.33 339.6227 12 6.9093 122.5 128 61.2 12.7207 99.1025 64.58Twilight Li-Taka 0803 10.64 49.06 294.84 49.2558 18.03 20.92 0903 90.8 13.4575 4.05 67.3554 8.49 39.1283 38.3 67.5 22 3.6862 81.5024 63.74Unichem Labs. 0903 18.03 26.32 651.19 13.1068 124.75 144.19 0906 167.61 -6.966 32.39 -2.9659 34.33 13.1096 218.95 247.55 132 6.3759 789.0958 48.42Venus Remedies 0803 8.45 50.66 212.7 51.6686 38.52 110.69 0903 63.41 1.3263 9.73 -20.9586 50.52 60.5977 238.4 427 143 4.7255 201.9248 25.73Vinati Organics 0803 9.87 41.9 146.33 78.3425 15.2 43.22 0906 50.81 20.7462 7.58 139.1167 29.93 37.438 151.75 169.85 50.75 5.577 149.7773 74.88Wanbury 0809 14.69 16.59 382.81 166.2285 29.77 93.14 0906 83.74 25.6226 9.48 562.9371 13.42 74.4256 60.7 106 24 0 89.1683 42Wockhardt 0812 54.72 0 1490.2901 21.97 -348.76 61.89 0903 353.59 8.3236 -30.44 -4158.6667 3.35 15.359 154.3 214 67.5 17.221 1688.6592 73.64Wyeth 0803 22.72 31.64 329.65 15.4237 81.48 113.73 0906 114.67 21.795 29.15 9.7928 45.01 2.237 669.15 675 348.1 14.8667 1520.3088 57.15Zandu Pharma. 0803 8.06 22.46 136.24 5.6861 16.41 963.28 0906 31.79 2.8803 11.12 124.6465 401.32 6.2678 6991.1499 23800 4000 20.0388 563.4867 72.8Zenotech Lab. 0703 28.81 8.32 12.85 3.7964 3.63 20.78 0812 1.08 -29.8701 -4.74 -62.6772 0 203.3798 104.1 138 83.5 0 358.4163 25.77Plantation & Plantation ProductsAssam Company 0712 30.46 0.65 151.91 1.612 8.55 9.78 0903 27.79 44.815 -19.33 -25.3956 1.08 2.5147 15.61 28.9 6.2 19.5125 483.5978 46.19Bombay Burmah 0903 13.96 -17.37 256.56 13.5121 -13.88 51.29 0906 67.13 -2.399 0.87 -109.2161 12.18 15.0932 263.85 439.8 100 0 368.3346 64.04CCL Products 0803 13.3 29.62 244.42 13.2046 35.19 123.83 0906 40.68 -15.2676 0.64 -77.305 13.68 32.8927 163.85 182.25 51.15 11.9773 217.9205 30.29Dhunseri Tea 0803 6.99 3.36 91.53 38.7239 13.51 178.03 0903 21.4 9.9127 -8.55 30.137 23.38 10.861 128.95 162 56 9.0618 151.0004 75Goodricke Group 0812 21.6 23.75 293.19 23.9704 17.59 36.61 0903 46.68 45.7384 -22.36 -3.9106 18.92 10.0967 113.25 115.9 38 13.2301 244.62 74Guj. Reclaim 0803 1.33 33.12 109.91 28.1899 9.12 234.66 0903 24.08 -22.9933 1.94 -27.0677 101.34 33.8423 549.8 598 275.55 4.7544 73.1234 46.02Harr. Malayalam 0803 18.45 2.57 201.64 -2.3346 6.18 89.93 0906 68.82 -0.6783 2.93 -56.6568 6.07 11.3528 77.2 114 30.1 64.3333 142.5112 50.3Jay Shree Tea 0903 10.68 11.15 414.67 55.1038 13.88 152.71 0903 73.66 -9.7967 -7.99 -23.0251 20.48 18.5166 192.7 214 68.05 12.804 215.2459 41.86Tata Coffee 0903 18.68 5.79 310.84 3.2622 18.64 162.07 0906 78.82 -7.03 4.54 17.0103 13.06 12.01 222 227.9 134.2 21.4908 414.696 57.48Tata Tea 0803 61.84 10.98 1134.7 7.6086 312.86 288.19 0906 417.83 33.7869 42.96 13.922 26.56 8.8762 800 845.95 430 29.873 4947.2002 35.27Warren Tea 0803 10.71 2.42 132.73 -2.5978 1.67 61.4 0906 27.02 17.2234 5.39 41.0995 35.34 2.6834 131.4 155.85 53.9 8.6847 140.7294 83.51Plastic productsAstral Poly 0903 11.24 16.68 192.73 41.9115 14.19 81.43 0906 51.77 23.1739 4.4 -6.383 12.36 54.3495 120.15 189.6 30.7 7.7616 135.0486 63.81EPC Inds. 0903 9.5 0 62.29 43.5584 -1.52 0.36 0812 20.99 36.1219 1.38 -251.6483 1.46 15.5875 54.7 57.8 16.3 0 51.965 28.73Jain Irrigation 0803 72.06 23.14 1851.06 32.7001 145.54 116.67 0903 685 15.3024 13.25 -63.7879 16.5 39.2811 697.85 751.9 229 42.5 5226.1987 31.31Kalpena Inds. 0803 11.55 48.15 451.6 47.7894 20.87 45.39 0903 175.46 29.596 2.38 -63.4969 18.91 54.3614 74.25 130.35 36 3.9203 85.7588 74.31Kemrock Inds. 0803 10.13 19.07 219.94 58.7441 25.01 191.79 0903 123.75 56.0923 12.69 63.9535 17.9 78.6387 401.5 485 95 13.8927 442.0515 34.86Mah. Polybutenes 0803 16.41 -9.02 38.7 421.5634 2.87 -0.86 0812 11.7 25.6713 0.6 -257.8947 3.34 24.9237 76.95 92 10 97.4051 119.965 67.09Nilkamal Ltd 0903 12.78 2.91 892.73 18.0547 6.1 165.41 0906 229.6 -1.1963 10.28 117.7966 11.69 23.4691 87.75 199 42.55 9.6217 112.1445 71.25Plastiblends (I) 0903 6.5 16.13 167.3 6.4385 11.77 117.23 0906 44.03 -3.337 3.19 -30.8026 15.93 17.7589 130.3 170 76.65 8.1032 84.695 56.6Precision Pipes 0803 14 22.35 126.14 14.9549 19.38 93.89 0903 37.51 4.2234 2.3 -58.4087 8.12 25.7472 48.6 76.5 25 5.8981 68.04 62.76Supreme Inds. 0806 27.62 21.7 1310.22 12.7886 51.11 89.67 0906 563.85 27.5938 59.95 192.5818 38.59 13.5732 312.35 330 92.55 8.5179 793.6813 49.02Time Technoplast 0803 20.93 17.68 471.21 32.5299 63.52 180.81 0903 149.63 11.3899 19.34 38.1429 1.8611 34.0655 40.95 83.5 19.1 14.7302 856.674 62.26V I P Inds. 0803 28.26 21.67 550.19 29.8384 20.1 46.99 0906 204.6 23.3273 20.1 77.8761 7.1 14.8627 52.9 80.15 31.05 11.652 149.4954 43.44Power Generation & DistributionBF Utilities 0809 18.83 0.02 19.45 -34.1348 4.63 58.51 0906 5.32 -8.7479 11.1 -940.9091 4.25 14.5303 869 2655.6499 268 283.9869 3272.6541 66.11CESC 0903 125.6 12.87 3088.23 9.1672 409.69 266.85 0906 809 3.3206 105 11.7021 33.7 5.3939 326.45 380 165 9.6869 4078.6663 52.49Energy Devl.Co. 0803 27.5 19.53 65.74 6.5824 16.34 31.53 0903 72.87 425.3785 2.17 -42.2872 5.31 48.8062 69.75 164.6 31.2 11.4344 191.8125 51.97Guj Inds. Power 0803 151.25 9.23 935.54 17.5922 102.29 75.17 0906 250.02 -4.7361 29.4 30.7248 6.08 -0.7495 90.65 93.75 37.1 14.8607 1371.0813 58.21GVK Power Infra. 0903 140.58 1.04 27.89 3.4112 21 12.37 0906 8.54 36.2041 1.85 -79.4444 0.08 31.3626 44.5 50.5 10.3 494.4444 7027.4399 60.94Indowind Energy 0806 47.74 4.3 25.59 5.0062 7.2 26.83 0906 8.83 -33.9072 7.06 59.7285 2.53 35.1277 41.9 70.8 16.8 17.3859 205.1424 47.18Neyveli Lignite 0803 1677.71 12.68 2986.78 41.6831 1101.5699 53.88 0906 884.3 -18.6581 287.64 0.6333 4.87 1.6589 133.8 147.35 44.5 16.4576 22447.7598 93.56NTPC 0803 8245.5 14.36 37090.9984 13.6655 7414.7998 65.5 0906 12002.6797 25.8212 2193.6201 27.0537 10.52 14.2579 217.3 233 113 20.6756 179173.8438 89.5Power Grid Corpn 0803 4208.8398 12.99 4614.8198 28.5519 1448.47 32.68 0903 2287.8899 50.5964 616.14 155.8827 4.02 17.0208 116.2 128.35 51.75 28.0676 48906.7227 86.36Reliance Infra. 0903 226.07 10.19 9836.4502 59.8872 1138.88 460.82 0903 2339.6699 42.4934 346.18 11.1725 49.45 22.889 1209.95 1373.7 354 25.5318 27395.6875 37.75Tata Power Co. 0903 221.44 8.24 7281.6798 22.6454 922.2 382.06 0903 1309.64 -19.8737 354.64 57.6248 39.99 11.4521 1265.6 1275 531.5 42.5841 28097.5859 33.17Readymade Garments/ ApparellsGokaldas Exports 0803 17.19 12.73 1005.82 0.6011 47.6 131.28 0906 237.51 -12.1505 2.82 -74.4796 3.08 22.0955 102.1 226.4 42.5 104.1837 351.0198 88.27House of Pearl 0803 19.5 3.56 15.08 151.7529 10.66 155.4 0903 5.62 -62.8553 -1.17 -186.0294 5.3 61.7978 78.55 130.45 36 16.7128 153.1725 66.21Kewal Kir.Cloth. 0903 12.33 9.74 144.58 -9.411 14.26 122.71 0906 33.12 21.2743 6.28 402.4 15.67 45.0339 175.8 242 91.5 11.2332 216.7614 73.93Koutons Retail 0803 30.55 26.58 793.46 97.1819 68.16 114.45 0903 377.5 1.6725 35.83 0.7876 26.05 105.8442 410.95 829.8 330.2 15.7815 1255.4523 66.14Page Industries 0903 11.15 38.53 254.65 32.3889 31.63 77.87 0903 56.4 25.3612 5.55 27.5862 28.36 32.455 618.15 700 300 24.2412 689.2372 66.97Richa Industries 0803 17.01 15.39 97.56 55.9712 7.23 30.88 0903 28.09 -22.3604 -1.29 -147.6015 13.28 51.5344 61.8 111.65 29 11.5514 104.6274 68.95Zodiac Cloth. Co 0803 8.39 18.69 228.24 12.3007 20.16 137.12 0903 66.76 6.255 2.53 -55.8464 18.05 15.0559 291.9 420 148.35 16.1897 244.9041 60.68RealtyAckruti City 0803 66.7 46.07 440.5 147.6249 294.71 116.57 0812 47.2 -64.0928 19.08 -79.3529 72.09 53.5058 585.6 2364.25 325.9 14.8066 3905.9519 89.96Ahluwalia Contr 0803 12.55 50.86 880.09 31.498 51.64 19.79 0903 304.57 1.7914 17.54 -12.3438 6.4 38.3983 125 133.25 25.2 13.587 784.375 74.53Alchemist Realty 0803 7.04 15.93 78.54 14444.444 3.17 24.9 0906 22.33 74.0452 0.13 -69.7674 0.1 157.0387 17.6 103.7 10.55 176 130.41642.3Anant Raj Inds 0803 59.02 22.45 538.15 216.7824 451.66 98.04 0903 14.87 -93.094 21.34 -90.8534 11.68 96.8208 131.05 169.9 37 10.543 3867.2854 61.35B.L.Kashyap 0803 10.27 33.11 1542.74 90.9095 115.36 195.35 0903 283.98 -38.5471 1.42 -95.9785 37.96 74.768 380.35 1080 86.45 10.0835 781.2389 71.08Brigade Enterpr 0903 112.25 8.64 349.79 -24.0742 83.05 88.63 0903 35.09 -72.6095 15.61 -27.0901 4.81 35.4396 92.4 145 27.8 12.8691 1037.1899 57.48C & C Constrn. 0806 18.26 14.09 533.26 61.3885 40.91 169.21 0903 282.94 70.4663 8.09 -35.1243 20.61 44.2131 175.15 200 71 8.4983 319.8239 70.06C C C L 0903 36.96 14.39 1755.86 21.2535 69.06 137.74 0906 411.6 8.4528 17.65 -3.1284 18.96 80.2036 259.55 635 105 13.6605 961.8923 50.48Era Infra Engg. 0803 23.1 30.55 1464.48 91.9321 121.37 201.82 0906 707.98 81.1015 96.41 239.4718 19.47 70.577 156.7 159 61.7 9.5432 2251.7791 58.11Fact Enterprise 0803 5.05 121.45 3.95 106.8063 21.63 56.4 0903 -0.92 -135.7977 3.59 -80.5103 10.34 92.354 28.35 128.6 20.55 11.5714 57.2387 24.91Gammon India 0803 17.69 9.18 2356.04 26.7247 86.13 110.68 0903 1905.84 131.9641 72.63 241.1461 12.46 26.5236 148.6 262.95 46.7 11.3522 1299.507 31.11Gayatri Projects 0803 10.1 24.55 752.36 49.8367 39.3 177.39 0903 333.91 23.3324 11.12 -20.4009 41.19 17.1712 228.55 262 41.6 5.546 230.8355 60.22HB Estate Devel. 0903 12.31 11.45 17.55 932.3529 14.96 82.3 0906 3.72 126.8293 3.37 0.2976 12.43 30.1475 39.65 45 16.35 3.6781 51.0295 63.01Hind.Construct. 0903 25.63 8.29 3313.7 7.4913 125.35 38.61 0906 872.46 0.7588 18.19 -41.0182 4.4 25.6523 115.8 128.9 28.8 31.129 3511.0559 47.17ITD Cem 0812 11.52 -1.26 956.6 22.0885 5.5 303.68 0903 285.37 8.2218 2.18 20.442 5.1 11.1368 179.85 278 60.1 272.5 207.1872 69.57

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IVRCL Infra. 0803 26.7 14.43 3698.1101 57.6038 210.48 120.05 0903 1660.83 25.3126 79.88 8.9768 17 53.0511 341.9 392 56.5 20.1949 4564.3652 9.73JMC Projects 0903 18.14 21.6 1308.98 43.0611 36.76 98.29 0906 288.13 -7.8957 6.49 -17.952 17.3966 48.1033 169.45 204.78 42.27 10.3703 368.8926 55.64JP Associates 0803 234.3 17.79 3978.3701 14.4611 609.67 33.22 0906 2067.0801 78.3349 491.18 292.285 9.91 9.6052 241.25 254 47.05 33.6941 33818.4258 50.1KNR Construct. 0803 28.12 20.21 481.19 80.221 29.54 80.46 0903 205.85 26.5912 11.93 31.969 15.52 28.4871 79.35 87.9 21 5.1095 223.1322 72.78Kolte Patil Dev. 0903 75.37 6.9 141.4 -61.0318 70.68 85.71 0903 17.06 -85.4969 2.1 -94.7618 9.4 46.3102 49.5 89.95 18.5 9.1837 373.0815 74.63Madhucon Proj. 0803 7.4 10.05 737.99 44.6897 47.25 133.13 0903 325.88 38.8023 7.84 -57.0646 53.47 26.051 177.45 324.95 41.65 13.2822 654.7905 57.66MSK Projects 0803 22.82 7.85 187.78 124.4561 17.15 111.71 0903 112.52 45.5251 9.46 47.5819 10.6 29.1406 82.1 97.65 31.05 7.9094 187.3522 21.68Nag. Constructn. 0903 45.77 9.45 4151.4102 19.5359 153.86 73.65 0903 1095.85 -11.0511 38.21 -27.385 6.72 40.5268 152.45 153.5 34.25 23.2393 3488.0559 24.38Omaxe 0803 173.57 52.52 1789.5 90.1963 398.8 68.93 0903 76.85 -85.1967 -31.83 -130.4535 6.33 65.2294 115.25 144.5 38.9 25.6111 2000.3943 85.13P B A Infra. 0803 13.5 19.18 370.19 29.333 14.96 61.71 0903 104.82 4.6317 2.2 -10.2041 8.71 42.655 62.1 71.4 20.75 6.4419 83.835 63.29Patel Engg. 0903 5.97 19.13 1478.72 49.4381 174.34 163.96 0812 317.14 20.9719 35.09 0.1713 25.74 32.829 429.55 472.55 103.15 14.8891 2564.4136 53.79Peninsula Land 0903 55.9 14.99 541.65 56.8772 149.52 37.83 0906 115.4 -6.8378 32.85 5.1536 5.54 -3.3118 68.8 87.8 15.2 11.3158 1920.896 53.65Prajay Engg. 0803 39.7 26.94 344.02 70.8822 102.87 152.32 0903 4.07 -95.5127 -11.49 126.1811 2.65 78.6021 32.05 76.35 12.5 0 127.2385 16.35Pratibha Inds 0903 16.69 21.89 746.25 56.8082 44.73 134.64 0906 240.42 35.2117 13.97 20.3273 28.22 63.5306 181 288 47.4 6.4162 302.089 61.57Puravankar.Proj. 0803 106.71 30.57 565.81 35.7314 210.95 54.87 0903 68.59 -55.4263 12.95 -80.0524 6.24 68.7482 98.95 220 25.6 15.8828 2112.3845 89.96Sadbhav Engg. 0803 12.5 24.21 870.05 78.0773 52.37 226.09 0903 398.64 10.5276 29 18.2708 50.64 32.8728 730.2 860 220 14.4223 912.75 47.55Satra Properties 0703 2.92 75.65 194.23 193.4431 37.73 87.57 0812 12.54 -78.0616 0.74 -95.5926 0.93 331.3945 16.85 79.5 11 153.1818 261.7647 63Sharyans Resourc 0803 14.87 19.37 22.97 41.528 19.59 105.29 0903 1.29 248.6486 0.4 -86.1111 1.39 82.6487 88 172 42.1 63.3093 130.856 55.36Shristi Infra 0803 22.2 48.18 85.63 5.0417 6.36 12.9 0903 38.64 16.8431 -7.83 115.1099 3.81 145.0027 359.25 534.9 300 0 797.535 49.28Simplex Infra 0803 9.93 17.88 2808.1499 64.3856 90.08 147.4 0903 1386.05 44.8601 29.86 3.0721 24.55 38.649 387.1 490 102 15.2943 1914.2095 54.09Simplex Projects 0803 12 22.82 229.01 68.6874 19.79 102.26 0903 108.75 62.7994 5.86 -3.9344 16.58 40.6743 124.25 196.45 32.65 7.4894 149.1 58.32Subhash Projects 0803 8.19 26.97 1167.11 44.3657 58.21 74.84 0903 377.91 0.5695 9.7 -42.0203 11.86 49.3647 142.8 198 35.5 9.8415 523.362 58.56Tantia Const 0803 15.57 17.42 361.88 47.0937 15.39 60.76 0903 169.22 3.2018 12.56 163.3124 12.96 26.0441 93.65 94.85 27.75 8.4445 145.813 51.34Unity Infra 0803 13.37 18.24 849.55 56.4952 59.97 266 0903 383.64 20.9801 20.98 3.6561 52.12 56.9583 324.5 484.4 67 6.2296 433.8565 69.52Valecha Eng. 0803 11.95 9.77 497.51 100.7627 32.95 165.91 0903 166.07 -14.8795 4.31 -76.0689 8.0866 52.103 80.35 109.93 21.9 9.932 144.0676 47.22RefineriesB P C L 0803 361.54 14.4 110208.129914.1381 1580.5601 322.98 0906 25492.7793 -34.6707 614.12 -157.572 139.46 20.6078 462.8 515.9 227.05 6.924 16732.0703 54.93C P C L 0803 149 36.8 28153.4902 13.9212 1122.95 232.52 0906 5636.02 -49.4577 304.72 -56.671 38.73 28.3973 178.2 325 78 0 2654.1108 67.29Essar Oil 0903 1218.13 0 38106.3486 5745.1596 -513.51 28.66 0906 6774 -24.4058 169 463.3333 7.16 194.1815 141.65 246.5 54.1 21.6259 17896.7695 18.14H P C L 0803 339.01 12.61 105215.564 17.2647 1134.88 311.59 0903 25154.2109 -20.0708 5104.04 1227.4141 150.73 16.6693 329.2 397.55 164.1 19.4333 11170.7432 51.11I O C L 0803 1192.37 18.34 246763.509814.0064 6962.5801 344.58 0903 59596.7109 -17.0853 6622.98 -1698.711 82.85 17.8101 526.25 662 299 21.6564 63885.6992 78.92M R P L 0803 1752.63 39.02 32565.8511 14.6897 1272.23 21.53 0906 6199.6899 -41.8549 420.07 -50.3111 6.01 32.4418 83.05 102.2 30 18.9612 14557.835 88.57Reliance Inds. 0803 1453.39 21.64 133805.772919.7913 19458.2891 542.83 0906 32055 -22.9058 3636 -11.5328 98.4 23.9663 1910.25 2490 930 19.7728 300648.5313 49.03Sah Petroleums 0803 16 27.48 205.01 14.4093 18.44 26.12 0903 62.91 -6.1885 -9.24 -240.8537 2.83 33.9164 21.3 41.65 8 0 93.72 86.89RefractoriesIFGL Refractor 0803 34.61 24.38 171.34 13.6056 16.85 21.24 0906 34.52 -28.7071 2.55 -59.3301 2.66 18.2391 23.1 61.4 13.3 8.9189 79.9491 71.3Vesuvius India 0812 20.3 17.83 352.58 10.4021 30.64 91.05 0903 70.46 -13.6096 6.02 -20.6851 14.33 21.2517 135.05 199.9 65.25 9.3074 274.1515 55.57RetailPantaloon Retail 0806 31.86 8.76 5295.8799 56.0922 125.97 111.95 0903 1642.09 21.2465 34.37 7.0717 7.8327 64.3672 302.05 379.09 105.3 42.0682 5748.0117 48.59Provogue (India) 0803 20 8.85 330.83 42.1152 25.8 158.06 0906 70.97 10.6831 6.74 11.405 2.604 54.044 49.05 173.8 26.3 18.9382 570.942 41.51Shoppers' Stop 0903 34.87 0 1400.1 16.0051 -63.72 66.85 0903 346.81 8.5477 -16.93 -968.2051 0 28.3045 179.75 345 70.55 0 626.6085 68.51Trent 0903 19.53 3.46 514 -0.3219 26.75 310.68 0906 119.41 -8.1885 5.11 -37.8346 12.11 27.1913 496.55 587 250 50.5652 969.7621 32.16Vishal Retail 0803 22.4 20.43 1005.31 66.8149 40.64 121.05 0906 244.71 -26.8474 -114.73 -1202.1134 4.04 82.2785 67.8 455 25.25 0 151.872 62.97Ship BuildingABG Shipyard 0803 50.92 25.64 966.84 37.265 160.68 134.53 0906 393.11 44.3983 47.92 1.9358 33.78 45.5994 209.25 423 62 6.2277 1065.501 57.14Bharati Shipyard 0803 27.57 26.48 206 -11.5728 107.45 207.78 0903 306.6 48.5393 35.38 8.3614 47.17 30.537 156.35 338 44.55 3.233 431.0569 38.95W I Shipyard 0803 21.71 0 35.53 -43.5584 -28.73 -58.65 0903 14.03 -11.2025 -5.8 -44.6565 0 -7.9287 6.94 16.2 3.1 0 81.2674 7.23ShippingChowgule Steam 0903 36.31 26.95 119.03 25.3607 23.23 37.17 0906 11.43 -65.0779 3.98 -5.4632 6.94 19.3366 38.8 56.8 17.2 5.1802 140.8828 67.76Essar Shipping 0903 615.81 0.67 1023.2 31.8149 107.66 114.17 0903 185.03 -10.0661 46.5 -57.9984 2.47 9.5548 65 124.3 19.4 125 4001.9199 83.71Garware Offshore 0803 23.82 13.06 111.55 112.963 40.84 82.09 0906 51.17 84.6626 15.09 -373.3696 13.49 41.3204 157.95 216 52 8.0464 376.2369 30.73GE Shipping Co 0903 152.29 24.62 2836.28 9.316 1384.8199 323.61 0903 560.75 -24.0156 250.05 -16.4858 90.94 15.9734 258.8 444.3 138.6 3.5905 3941.0063 30.18Mercator Lines 0803 23.49 18.58 781.14 -0.2707 166.34 38.4 0903 283.46 6.6963 154.35 108.4684 1.13 65.8669 63.05 99.5 21 8.2311 1487.98 37.96S C I 0803 282.3 15.17 3726.8401 0.6318 813.9 199.51 0903 806.95 -23.6443 200.76 -19.273 22.2137 9.4158 130.35 163.53 67 5.8427 5519.6709 80.12SEAMEC Ltd 0812 33.9 15.8 268.59 57.5862 47.12 94.92 0903 100.12 187.2884 61.95 -463.9835 36.61 24.404 174.7 179.3 30.2 5.1794 592.233 75Shreyas Shipping 0803 21.96 5.72 169.7 25.7689 8.38 63.31 0906 24.87 -42.5502 -2.71 -129.7475 6.04 20.2225 32.1 56.75 16.75 0 70.4916 73.29Varun Ship. Co. 0903 150.01 11.06 964.66 2.0599 122.81 54.22 0903 240.41 -21.8662 6.09 -118.8079 8.19 26.9229 58.65 73.7 38.25 10.625 879.75 46.5SteelAjmera Realty 0803 118.28 49.78 1863.29 19.2193 245.52 51.73 0906 1.66 -99.729 0.3 -98.9813 2.88 47.7782 177.05 231 21 34.5127 628.1734 62.47Bellary Steels 0803 73.14 0 43.59 39.8909 -115.57 -7.84 0903 4.8 -66.457 -39.6 16.6421 0 32.9351 3.01 4.68 1.25 0 220.1514 60.95Bhushan Steel 0803 42.47 29.84 4152.2998 9.0756 423.73 382.7 0903 1119.95 -7.9299 116.4 -21.1436 97.19 30.4854 730.75 974 260.05 7.518 3103.4954 69.15Bihar Sponge 0803 78.46 11.42 195.85 20.2567 14.47 -3.28 0903 48.89 -28.6382 0.54 -93.75 0.31 15.2693 10 19.25 4.7 0 90.25 69.34Bihar Tubes 0803 10.68 36.87 277.37 37.851 15.24 56.85 0903 81.11 -15.3075 -8.88 -258.8551 7.19 39.2324 51.95 211.5 31.5 18.2922 105.4065 32.89Bilpower 0903 10.5 13.9 457.63 43.2466 16.11 113.68 0903 115.65 13.2269 2.99 -47.2663 15.34 63.3647 164.85 184.95 60 10.7464 173.0925 35.52Emk.Global Fin. 0803 24.27 19.1 130.83 115.8199 23.5 54.5 0906 25.66 0.352 2.37 196.25 1.09 88.8262 60.4 105 24 0 146.7116 72.02Gandhi Spl. Tube 0903 7.35 20.17 56.18 -26.2149 15.93 57.67 0906 19.23 -17.2547 5.46 -19.469 9.94 10.3202 57 108.5 32 5.7344 83.79 73.28Geojit BNP 0903 22.34 5.63 157.79 -21.7622 14.52 12.29 0906 66.43 82.5 22.61 358.6207 1.34 33.9283 41.9 52.5 16.5 29.0972 938.979 63.7Godawari Power 0803 28.07 32.07 825.87 86.3635 94.98 136.83 0906 191.9 -40.1136 12.89 -66.1235 19.39 69.8285 109.65 232 41.55 4.8368 307.7875 58.67Goodluck Steel 0803 3.69 27.17 327 4.0242 8.96 99.76 0903 133.77 59.7445 2.46 -783.3333 5.446 19.5475 36.15 100.74 19.01 5.4036 67.6005 69.66Indbank Merchant 0803 44.38 64.2 48.17 83.4349 34.55 14.25 0906 3.28 -40.0366 3.03 0.3311 1.36 30.8659 14.4 21.5 6.5 0 63.9504 64.84India Infoline 0903 56.68 10.09 571.53 -13.0806 105.83 36.58 0906 179.51 11.2688 44.5 8.0622 3.84 130.1024 133.85 173.25 34.4 34.7662 3793.3091 33.72India Steel 0803 20.43 9.14 242.94 188.6987 15.84 2.22 0809 63.45 59.703 -3.33 1564.9999 0.02 26.6821 4.79 9.68 2.72 9.58 97.8597 55.08Indiabulls Fin. 0803 50.69 18.96 1325.7 275.2654 381.97 115.87 0903 15.16 -96.7306 3.95 -96.705 6.96 639.3648 212.9 349.9 77.75 28.3867 5400.2085 29.72ISMT 0803 73.25 19.87 1193.19 -0.6453 100.04 36.63 0903 243.16 -17.208 12.47 -60.7491 4.25 28.1928 32 46.8 14.1 7.5294 468.8 51.08Ispat Inds. 0803 1221.58 2.96 8323.0903 11.3788 34.8 5.54 0906 1296.22 -53.504 -214.92 -848.0682 0 23.4503 23.2 30.25 9 0 2836.0608 41.13Jai Balaji Inds 0803 47.11 41.24 1277.4901 25.6197 118.87 74.83 0903 414.89 -6.7747 -0.75 -101.6809 12.57 73.0748 214.85 352.9 41.75 0 1012.5881 68.68Jai Corp 0803 17.85 3.55 307.81 19.1907 128.15 143.36 0903 71.71 -34.3976 -27.16 -169.982 3.06 8.5104 239.45 466.75 59.2 75.7753 4274.1826 72.99Jindal Saw 0812 52.12 16.26 4874.9802 -26.0781 342.33 426.1 0906 1500.22 47.436 135.99 93.718 79.04 50.6587 472.6 647.8 135 5.857 2463.1912 43.76Jindal Steel 0803 15.4 39.89 5351.78 52.7727 1236.96 241.84 0903 1753.96 15.1671 356.85 -8.5774 99.18 43.4643 3014.6499 3124 517.3 30.4326 46757.2227 58.74JSL 0803 30.92 16.23 5050.7302 5.2358 241.17 115.66 0906 1346.49 -13.3237 94.76 233.4272 5.84 23.9693 81.45 148.5 26.35 69.0254 1320.7118 45.93JSW Steel 0903 248.08 12.34 14006.5901 22.9614 458.5 309.19 0906 3893.8701 6.0569 340.02 55.0125 36.42 34.0058 683.5 882.3 161.15 13.8193 12784.8672 45.02Kalyani Steels 0803 43.69 14.71 930.1199 7.2197 79.25 117.29 0906 198.82 -41.6214 -1.25 -107.2171 2.53 24.3382 100.65 213 36.1 0 439.3372 55.9Kirl. Ferrous 0903 68.65 2.66 699.37 -3.7463 7.95 21.65 0906 165.87 -17.1313 8.58 -35.8265 1.33 13.2674 22.2 33.7 9 96.5217 304.806 58.61Lanco Inds. 0903 39.76 15.5 644.72 39.0502 18.35 31.5 0906 169.42 24.3358 9.83 60.3589 5.55 25.0951 33.1 38.25 12.6 5.964 131.6056 49.79Lloyd Steel Inds 0903 211.15 0 2605.5101 18.183 -164.85 -31.17 0903 589.61 -11.3941 -88.46 282.9437 2.1 27.4479 7.51 15.13 3.69 0 159.2946 18.51Lloyds Metals 0903 22.43 20.64 523.47 58.7716 28.44 7.38 0903 27.33 -70.5019 2.35 -87.3588 3.8 24.3826 31.35 76.05 14 12.2941 348.9255 47.78M U S C O 0903 32.48 -10.55 1074.51 16.7387 -18.83 52.04 0906 224.82 -29.9364 -4.56 -166.1829 0 24.6833 37.75 61.25 17.15 0 122.612 55.53Mah. Seamless 0803 35.27 19.35 1491.18 7.2815 195.22 155.01 0906 422.51 20.1302 65.22 8.1592 36.56 31.1859 254.65 328 111.8 6.9672 1796.3011 51.09Man Inds. 0803 26.64 21.16 1446.78 29.2449 71.21 68.73 0903 721.62 75.7135 19.38 36.5751 8.91 41.8203 49.5 74.5 21.5 5.5618 263.736 47.84Monnet Ispat 0803 48 20.02 1158.3399 82.2149 166.16 222.47 0903 370.14 -2.7585 50.17 -12.2902 44.14 43.1692 259.95 540 110.9 5.7715 1246.7202 39.32MSP Steel & Pow. 0803 58.1 43.8 360.72 71.3471 46.66 22.35 0903 110.47 -7.98 8.43 -63.6167 7.07 149.9158 29.85 59.95 14.1 4.345 173.4285 71.8

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 35: Investment Monitor - August Edition

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Mukand 0903 73.12 -26.66 1934.12 0.7701 -188.71 61.97 0906 436.59 -21.9427 14.32 28.3154 2.16 13.2423 41.8 82.5 17.75 0 305.5998 53.44Oil Country 0903 44.29 63.09 420.29 23.8077 64.94 29.69 0906 72.55 17.0917 13.67 25.2979 15.28 33.4477 65.7 85.15 30.15 4.2969 290.9853 38.22Orissa Sponge 0803 20 0 110.49 34.7603 -3.73 65.41 0903 43.78 -23.5417 -19.63 -340.8589 1.39 -0.8125 354.4 473 56 0 956.88 48.98Panchmahal Steel 0803 13.99 81.68 505.5 19.4697 41.25 49.54 0812 117.02 -5.7279 -6.37 -194.3704 13.32 21.8201 76.05 164.75 27.5 0 106.47 85.78Panyam Cement 0803 16.02 85.27 163.05 61.0052 41.91 -23.66 0903 47.28 18.9135 6.87 -36.2117 21.51 28.0669 118 247.9 83.55 5.4833 189.036 50.57Pennar Inds. 0803 63.24 27.24 559.65 67.7658 30.81 11 0906 181.2 2.5757 10.78 11.5942 14.14 39.3835 29.3 36.05 15.5 9.1563 370.5864 36.1PSL 0903 42.58 14.39 3161.78 54.6927 85.93 147.61 0906 622.78 -4.5211 22.55 -13.4025 19.3 30.8499 126.25 365 59.5 6.5516 539.2137 49.13Ramsarup Inds 0803 17.5 22.22 1824.13 39.809 61.98 214.27 0903 563.28 11.0743 -0.34 -102.0923 12.39 39.0369 50.55 129.9 17.75 0 177.3294 83.43Ratnamani Metals 0803 9 48.92 845.08 47.9378 90.03 248.03 0906 191.38 -22.8244 18.22 -28.4086 14.226 58.4099 78.85 170 32 4.9842 354.825 59.16Remi Metals Guj. 0803 75.62 28.17 334.68 64.6804 260.95 -0.53 0903 39.98 -58.5399 -9.05 -103.1364 0 198.5947 29.8 50.76 2.68 0 174.1313 84.92S A I L 0803 4130.3999 37.33 39768.1792 16.6633 7536.7798 55.84 0903 11851.5898 -11.2161 1486.6801 -37.4493 14.95 18.679 178.25 186 55.25 11.9471 73624.3828 85.82Sarda Energy 0803 34.05 40.94 621.3 70.5931 121.43 117.93 0903 136.74 -36.5888 0.66 -98.4956 36.19 73.4463 124.35 350 50 3.229 423.4117 69.14Sathavaha. Ispat 0803 31.83 26.97 351.47 41.6989 32.98 48.08 0903 87.61 -36.8121 -27.32 -334.1045 12.47 37.4429 28.7 60.8 14.5 6.966 91.3521 36.13Stock/ Commodity BrokersSujana Metal Prd 0809 31.63 8.48 1905.44 153.7474 38.22 47.29 0903 525.77 35.2741 4.87 -63.022 3.03 35.9253 12.25 26.2 5.2 7.3795 84.8435 50.81Sunflag Iron 0803 162.2 15.75 989.48 19.5168 43.62 18.13 0906 285.08 -10.6948 15.96 22.3926 10.86 19.1152 22.25 28.4 6.8 7.7526 360.895 45.19Suraj Stainless 0803 17.01 33.12 273.72 24.8552 13.55 27.16 0906 30.24 -39.6407 0.51 -76.1682 7.17 42.9967 122.15 222 46.75 46.6221 207.7771 73.03Surya Roshni 0803 26 7.51 1259.12 16.0704 20.41 69.05 0906 407.67 -5.6516 4.19 10.8466 8.45 12.4663 40.6 61 21 4.8104 105.56 24.53Tata Metaliks 0803 25.29 41.58 1033.35 51.7245 69.63 76.09 0906 184.45 -41.3607 -14.93 -173.8013 12.82 55.7024 85.1 150 44.55 0 215.2179 50.04Tata Sponge Iron 0903 15.4 40.68 609.34 40.6472 120.66 227.08 0903 131.37 -8.1007 11.55 -65.4605 78.36 28.3627 195.05 245 108.1 2.5334 300.377 43.27Tata Steel 0803 730.78 25.97 19654.7808 12.5807 4687.0298 298.7 0903 6209.1201 8.2352 1459.29 21.0517 69.87 17.646 468.95 699.9 146.35 6.5864 34261.0195 33.95Technocraf.Inds. 0803 31.53 8.27 316.33 5.9981 32.56 112.36 0906 79.11 -23.0373 6.2 -40.6699 5.43 12.2936 32.95 61.9 17.55 11.7679 103.8913 74.97Usha Martin 0903 25.09 15.3 2108.73 28.6391 146.55 40.5 0903 530.05 7.4999 21.27 -51.9973 5.87 22.5037 53 89.3 18 9.331 1326.0601 46.16Uttam Galva 0803 113.97 19.72 3155.84 22.5431 123.87 62.26 0906 1073.33 35.2636 34.57 30.0113 9.49 31.3064 61.2 67.2 22.6 6.1323 697.4964 40.7Varun Inds. 0803 22.11 8.92 843.83 13.4973 21.37 170.82 0906 388.12 48.9389 6.95 11.9163 6.12 47.1302 61.95 72.8 19.7 10.106 136.9715 65.26Visa Steel 0803 110 13.01 673.99 26.5234 43.15 31.54 0906 254.1 -0.6374 10.06 -79.262 2.74 95.7335 28.95 60.5 15 0 319.1448 72.73Welsp.Guj.Stahl 0803 88.88 31.49 3857.89 50.6806 351.42 83.79 0906 1879.8 72.4018 138.21 94.2789 16.11 58.8274 227.75 373.5 48.5 14.1372 4250.7261 44.03Zenith Birla 0803 40.07 9.28 438.85 22.1199 19.21 53.66 0906 139.5 17.7116 3.86 40.8759 3.4 7.4435 18.95 34 9.1 5.5735 75.9326 33.55SugarBajaj Hind Sugar 0809 11.8 0 301.67 352.1433 -75.75 22.82 0903 56.67 -9.5018 48.84 616.129 4.71 44.5751 31.5 43.8 9.85 0 371.7 75Bajaj Hindusthan 0809 14.14 -3.43 1750.0201 2.9714 -47.68 95.13 0906 383.64 -16.4074 60.08 -269.6696 10.01 32.9752 190.5 234.35 38.25 0 3369.9451 46.42Balrampur Chini 0809 25.55 10.28 1455.66 5.7954 97.03 39.72 0906 537.34 69.8669 66.29 293.4125 7.76 20.8368 110 115 29.7 14.1753 2810.5 36.84Bannari Amm.Sug. 0803 11.44 9.41 653.22 -17.6496 42.34 393.09 0906 220.15 54.3396 52 151.4507 101.1 13.5821 1112.95 1200 370 8.4238 1273.2148 54.72DCM Shriram Inds 0803 16.45 -2.98 557.05 -6.7714 -4.21 84.97 0903 239.63 56.4369 10.24 72.1008 16.55 2.3971 85.1 103 34.05 5.1451 148.074 42.1Dhampur Sugar 0809 52.78 5.15 661.59 12.4484 3.6 82.92 0906 271.43 133.4882 11.14 -147.3237 8.53 8.9715 69.55 77 19.5 5.9495 366.5285 42.59Dharani Sugars 0803 25.39 -16.56 198.54 -27.8954 -7.86 17.12 0906 92.67 101.8075 9.78 286.5613 6.82 8.0533 48.6 48.6 10.28 7.1471 123.3954 47.48Dwarikesh Sugar 0809 16.31 0 267.08 19.8743 -24.78 75.22 0903 91.13 5.1702 7.64 19.7492 7.48 27.4507 87.9 99.3 27.2 0 143.3649 48.01EID Parry 0903 17.22 14.57 755.57 22.5679 691.96 111.9 0903 225.59 22.3506 93.75 147.3615 79.41 6.1598 305.05 314 124 28.6163 2626.4805 47.58GMR Inds. 0803 19.96 4.83 152.54 -20.6843 6.51 56.53 0906 46.26 79.0941 -8.03 -20174.9998 0.13 -8.6602 88.7 134.05 29.2 0 177.0452 70.77Jeypore Sug.Co 0803 4.53 -10.32 193.86 -19.8793 -6.07 123.2 0906 80.56 82.8001 2.56 -133.4204 43.83 1.6294 190 216 71 6.5113 86.07 44.79KCP Sugar &Inds. 0803 11.34 4.57 225.31 -25.8117 7.11 13.65 0906 84.98 49.6654 13.15 145.3358 1.75 8.4872 20.4 28.4 11.8 11.7919 231.336 37.15Oudh Sugar Mills 0806 18.17 -5.14 329 -25.4762 -4.51 55.49 0903 104.19 16.2316 10.83 -35.1108 12.55 1.07 65.85 72.9 21.75 9.9471 144.3432 53.82Ponni Sug.Erode 0903 8.6 29.96 136.53 -2.9568 12.26 54.42 0906 40.7 77.8069 4.46 -533.0097 20.66 11.2299 61.05 63.75 19.75 2.9593 52.503 45.04Rajshree Sugars 0803 22.69 5.44 334.52 -12.8355 -4.78 42.5 0906 85.57 -1.4284 6.44 -25.7209 9.3 8.7624 74.8 87.05 30.05 8 169.7212 38.2Rana Sugars 0809 76.59 -26.88 196.82 -15.3535 -42.85 21.72 0903 69.39 17.5902 -3.71 -133.066 0 16.0741 12.19 17.8 6.57 0 98.032 34.24Sakthi Sugars 0812 31.37 -7.88 1175.3 57.0732 -79.55 37.99 0903 256.62 68.7956 17.62 -404.3178 18.33 30.6328 60.2 116 18.1 8.6246 188.8474 39.76SBEC Sugar 0803 47.69 0 272.96 41.0938 -19.7 6.14 0903 70.62 28.8216 15.21 128.7218 3.19 26.224 12.01 16.14 5.95 8.5177 57.4198 54.6Sh.Renuka Sugar 0809 27.6 16.93 1824.16 149.0797 92.79 22.35 0906 715.5 17.2759 61.1 165.6522 3.85 44.1679 167.05 169.3 41.3 49.2773 5293.8145 39.01Simbhaoli Sugars 0809 21.52 0 435.92 -33.1226 -29.1 11.68 0903 149.15 32.8849 0.61 -80.9375 0.24 10.1299 42.25 51.4 15.15 0 90.3727 46.03Sir Shadi Lal 0803 5.25 -38.37 153.81 -32.9395 -37.15 148.3 0903 78.84 99.1915 7.09 175.8755 30.76 -2.9835 124.25 158.9 38.9 0 65.2312 53.34Thiru Aroor. Su. 0809 11.32 1.51 336.39 -3.0828 1.5 87.12 0903 70.36 -21.1653 5.5 127.2727 12.31 32.6449 106 135 54.55 11.2051 119.992 51.78Triven.Engg.Ind. 0809 25.79 15.47 1585.79 -16.903 111.52 29.73 0906 518.32 17.6182 39.81 61.8293 4.98 19.175 108.45 122.3 29.55 20.8558 2796.9255 67.98Ugar Sugar Works 0803 9 20.72 416.02 140.2795 14.39 8.24 0906 115.88 -7.5475 -6.98 -264.2353 3.74 14.2184 22.7 33.35 7.02 70.9375 255.375 47.54Upper Gang. Sug. 0806 11.56 -4.63 300.34 -6.3515 -6.29 114.63 0903 97.09 38.4824 9.1 -37.3278 11.82 0.6484 82.95 105 27.9 0 95.8073 49.2Uttam Sug.Mills 0812 25.77 0 372.35 34.6265 -43.76 56.98 0903 92.28 10.7537 -1.31 -146.1268 2.57 35.2317 48.1 83 20.2 0 123.9537 78.07TelecomAstra Microwave 0903 10.81 12.16 117.22 -5.0235 14.5 22.84 0903 51.87 -24.5418 8.46 -33.2281 2.69 27.4412 74.9 96.7 33 28.4791 111.95 63.23Avaya Global 0809 14.23 7.86 565.83 -32.368 17.21 157.82 0906 120.38 -15.6353 5.11 432.2917 6.59 12.1983 119.9 149.5 62.55 13.7658 97.4682 27.75Gemini Comm. 0803 9.72 39.74 201.64 42.7439 25.74 43.91 0903 69.09 13.0954 -16.13 -338.6094 1.722 42.8653 15.9 39.4 11.15 265 77.8194 66.28Goldst.Infratec. 0803 8.41 15.17 50.82 98.982 10.01 25.65 0906 13.45 91.5954 2 244.8276 2.9 31.8575 19.35 48.35 12.7 12.4038 124.8254 50.1GTL 0903 94.72 7.36 1450.9 1.2258 91.44 104.1 0906 350.99 10.1387 43.58 70.0351 12.05 24.7648 300 316 144 22.7964 1113.12 92.98H F C L 0803 442.79 0 349.59 -69.3089 -150.55 9.06 0903 35.79 -38.7367 -196.38 101.8294 0 -16.0127 12.53 19.45 5.95 0 554.8159 2.1HFCL Infotel 0803 525.52 0 248.88 -9.7934 -142.53 -7.08 0903 51.91 -18.9033 -115.74 314.2448 0 22.7188 5.93 19.85 4.99 0 2841.6001 44.07Idea Cellular 0803 2635.3601 21.81 6719.9902 53.9023 1044.36 13.44 0906 2817.9399 29.669 309.21 14.7219 3.42 51.1607 78 92.6 34.05 23.0769 69.7084 50.83ITI 0803 288 0 1152.51 -34.6142 -358.38 -73.35 0903 997.06 184.2408 -191.35 -1650.6483 0 -7.4909 38.65 47.6 13.1 0 154.548 37.5M T N L 0803 630 4.98 4722.52 -3.805 586.89 189.23 0903 1056.1899 -7.0337 -83.81 -148.2387 4.21 -4.0486 107.2 123.7 51.75 31.345 170.6177 59.13NELCO 0803 22.82 22.17 197.35 220.1655 4.43 10.72 0906 47.78 147.1805 0.85 -117.3824 2.18 1.7144 54.7 83.05 21 0 405.5835 20.39OnMobile Global 0903 57.83 11.23 327.11 41.7533 70.68 114.92 0903 94.38 40.2169 18.39 55.9796 12.68 80.0861 649.6 682 185.2 52.7701 2783.4199 68.96Shyam Telecom 0803 11.27 5.17 216.12 -9.6262 6.09 43.84 0903 41.19 -36.7184 1.01 -68.4375 2.58 55.0599 69.05 109.4 34.55 82.2024 6905.8081 77.76Spice Comm 0712 689.93 -10.24 957.85 146.1327 380.13 12.44 0906 330.4 5.1158 -34.91 -74.4155 0 14.148 63.9 95 24.7 0 13890.9004 76.15Spice Mobiles 0712 22.39 26.92 300.08 52.2939 14.67 10.46 0903 170.62 34.0931 7.35 87.0229 0.98 33.173 15 27.9 8.8 0 4408.5889 98.9Tata Comm 0903 285 4.63 3749.4299 14.197 515.95 238.53 0906 842.89 -3.214 31.94 -67.5637 15.72 3.4523 487.4 651 320 54.2158 3761.8335 56.84Tata Tele. Mah. 0903 1897.1899 0 1941.6801 13.7354 -159.6 -1.94 0906 468.2 -2.042 -23.06 -33.583 0 26.5808 36.4 41.8 12.5 0 6753.6001 56.25Tulip Telecom 0803 29 51.65 1216.4399 44.6782 187.12 153.49 0903 461.62 12.0056 105.73 59.5443 86.06 43.0772 959.8 1089.95 258.05 11.1527 24180.7012 49.13XL Telecom 0806 18.79 18.07 656.22 24.0374 40.14 152.07 0903 44.34 -74.2658 -10.45 -173.9038 14.45 58.8257 51.9 232 25.8 5.8119 363.0702 62.17TextilesAarvee Denims 0803 23.46 3.26 242.97 -1.961 5.34 68.87 0903 74.44 15.1787 20.52 -976.9231 8.51 12.3953 26.05 77.9 10.6 26.3131 61.1133 57.28Abhishek Inds. 0803 194.19 7.34 1048.68 28.4108 39.95 22.62 0906 413.54 39.8276 36.29 -274.5551 1.93 27.8626 13.91 16.95 5.95 0 309.0663 63.52Aditya Bir. Nuv. 0903 95.01 3.37 4754.2198 21.4193 137.43 394.09 0903 1152.71 4.5694 26.39 -62.5568 14.46 25.2349 889.45 1422 330.25 65.497 8449.7754 41.52AI Champ.Inds. 0803 11.27 4.18 272.58 11.0215 3.03 60.49 0903 68.24 -4.892 2.78 1753.3332 0.175 23.9678 23.25 39.4 13.3 10.8645 52.4055 43.24Alok Inds. 0803 187.17 16.18 2122.04 17.5033 198.66 70.59 0903 908.39 25.3315 70.1 30.4429 9.0769 21.8287 21.5 41.66 11.33 6.6358 1302.255 36.8Arvind Ltd 0803 218.98 2.25 2180.87 19.0171 27.36 63.55 0903 586.71 -5.2394 -20.43 -480.4469 0.2 8.1227 27.7 40.6 10.6 0 627.3496 37.46Bang Overseas 0803 13.56 16.17 120.39 67.5108 8.77 69.29 0903 32.75 -8.9772 -0.15 -107.2816 1.01 59.7815 70.75 306 66.2 272.1154 95.937 68.06Bannari Amm Spg. 0803 15.75 6.76 199.75 87.6644 11.05 103.06 0903 68.62 12.7135 -5.82 29.0466 8.8 27.3516 56.5 82 24.9 11.0568 88.9875 55.55Banswara Syntex 0803 13.08 5.36 436.18 11.6406 4.43 63.1 0903 149.11 17.3448 11.29 2588.0953 8.86 16.6441 49.6 57.5 12.2 4.0097 64.976 59.39Bombay Rayon 0803 63 22.02 926.11 89.2415 121.13 93.96 0903 435.38 66.4933 35.2 4.0497 16.8 80.8203 179.55 392 80.3 10.5308 1563.8805 48.42Century Enka 0803 20.05 3.33 1186.02 21.1151 13.41 225.14 0906 306.86 -10.2932 28.35 489.3971 22.46 9.6407 139.15 144.1 50.15 6.5792 278.9958 25.23Cheviot Company 0903 4.51 9.26 189.88 5.665 11.98 369.58 0906 38.87 -10.7463 2.3 -59.0018 21.66 8.6326 157.95 261.95 96.25 8.2266 71.2355 73.13Delta Corp 0803 13.55 14.89 63.79 70.4703 15.58 11.66 0903 17.32 -22.4709 -4.04 -374.8299 0.93 151.0236 43.4 49.35 14.8 71.1475 588.07 54.65Donear Inds. 0803 10.4 14.88 173.28 7.3806 15.4 21.06 0903 54.09 12.5702 -16.98 -2491.5493 0 10.9102 27.9 53 14.15 0 145.08 75ESI 0803 15.79 16.37 481.65 6.751 58.14 229.58 0903 100.03 171.673 -9.61 26.614 3.86 15.3191 14.99 24.9 6.6 5.5725 118.346 47.39Eskay K`n'IT(I) 0803 28.08 7.32 651.98 35.9141 20.68 10.43 0906 186.12 5.3191 2.74 65.0602 0.67 10.3793 2.63 3.6 1.01 3.9254 73.8504 55.87Filatex Fash. 0803 5.92 15.7 10.12 154.2714 1.36 8.92 0903 15.84 296.9925 1.28 4166.6667 7.93 12.3241 99.5 114.8 27 52.6455 118.405 26.13Garden Silk Mill 0806 38.29 10.65 1676.2599 20.1586 40 102.44 0903 481.73 15.7532 19.66 208.1505 15.01 26.6189 69 92.4 24.55 5.2076 264.201 55.68Garware-Wall Rop 0803 21.71 14.25 398.74 18.9558 24.2 83.89 0906 116.29 0.5534 4.83 -4.1667 8.8 18.375 57.55 98.85 27.1 8.5386 136.451 46.48Godfrey Phillips 0803 10.4 19.73 884.21 14.4549 112.23 478.46 0903 299.33 12.5724 20.3 14.3662 104.73 9.7033 1678.6 1691.5 625.25 16.0309 1745.744 71.08

August, 2009 [33]

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August, 2009 [34]

Golden Tobacco 0803 17.59 18.35 158.02 -20.9505 13.02 29.49 0903 23.75 -38.3597 -1.37 -163.7209 5.97 -3.0846 72.15 150 36 0 126.984 27.17

Grab.Alok Impex 0803 21.64 11.29 114.19 23.9983 13.6 60.33 0903 39.66 46.4549 3.61 8.0838 6.86 16.8806 58.5 96.9 37.6 8.7838 127.764 40.48

Himatsing. Seide 0803 49.23 -0.1 247.32 42.0073 -26.04 59.71 0906 81.17 1.6404 11.69 -133.3238 3.54 14.5328 36.2 53.5 17.8 37.3196 356.4252 50.94

Indian Acrylics 0803 131.32 0 432.98 4.6781 -7.33 3.14 0903 94.39 -33.3921 18.79 -896.1865 1.43 17.3753 4.9 5.6 1.31 0 64.3468 53.1

Indo Rama Synth. 0803 151.83 2.28 2542.7901 27.1541 3.02 34.85 0906 686.58 -15.6691 15.26 -173.3301 2.38 8.2373 28.3 35 11.75 9.129 429.6789 63.24

ITC 0903 377.44 25.42 14881.499 6.9015 3263.5901 36.24 0906 4082.6799 4.6922 878.7 17.3681 9.01 18.3565 240.45 245 132.05 26.7464 90755.4453 0

Jaybharat Text 0803 51.05 41.65 424.4 69.8619 32.63 3.59 0906 131.67 1.2924 11.25 5.6338 1.06 193.1594 454.2 729.9 183.1 428.4906 11591.1836 67.05

JBF Inds. 0803 62.06 27.89 2150.67 45.6008 138.73 96.19 0903 570.08 -1.2318 25.79 -11.3441 13.54 39.9199 85.55 104 26.25 6.9837 532.4632 45.62

JCT 0803 89.27 2.1 520.17 -1.8714 3.8 4.28 0903 137.98 -4.9201 -21.56 -12782.3525 0 -0.3936 3.73 6.35 1.55 0 133.1908 51.11

Jindal Worldwide 0803 20.05 5.23 138.17 22.0475 5.95 35.14 0903 49.3 50.6263 -0.1 -105.0505 3.36 54.9676 130.35 189.9 54.85 0 261.3517 85.71

Kothari Products 0803 6.63 4.14 170.18 23.7673 64.46 849.43 0903 17.47 -59.6349 3.32 -81.5862 17.7 -3.5376 263.4 538.95 128 14.8729 174.6342 75

Krishna Lifest. 0803 101.7 1.69 365.48 38.0942 9.24 5.42 0906 141.24 25.5467 4.08 2 0.08 16.842 1.29 2.4 0.5 21.5 131.8896 51.2

KSL and Indus 0803 39.95 8.41 646.88 25.26 44.81 47.11 0906 216.76 10.6088 9 -29.5775 2.04 79.774 69.95 193 56 34.2892 704.2216 39.22

Lak. Mach. Works 0903 12.37 13.36 1338.0101 -39.3237 106.93 681.27 0906 186.53 -59.374 11.13 -76.6862 56.86 15.0598 996.1 1261 415.1 17.5185 1232.1757 25.82

Lakshmi Mills 0803 6.96 -30.3 103.3 -28.979 -4.99 352.44 0906 26.96 6.2254 -4.95 59.6774 71.79 -9.8543 970 1400 521.05 0 67.512 47.62

Loyal Textile 0803 4.7 2.82 392.57 8.7452 4.73 206.43 0903 88.43 -25.6641 -5.84 -261.7729 0.36 15.1998 117.5 170 42 0 55.225 72.9

Maha.Shree Umaid 0803 8.64 0.43 256.37 17.2245 0.39 88.53 0903 72.44 6.4981 1.33 -165.5172 7.63 12.2342 63.1 113.95 29.1 8.27 54.5184 83.7

Maxwell Inds. 0803 12.62 9.81 204.51 4.3951 10.06 12.99 0906 51.17 1.0466 1.67 -17.734 1.03 5.7783 14.35 31.5 8 13.932 90.5485 63.57

Mudra Lifestyle 0803 35.99 15.01 264.06 61.8709 23.47 46.11 0906 90.37 37.5704 0.18 -94.9721 3.55 101.0432 23.9 40.9 10.6 12.132 86.0161 54.49

Nahar Indl. Ent. 0803 40.03 0.33 868.01 -2.9745 2.37 130.24 0903 227.54 -0.9188 32.72 -392.404 8.17 23.2406 46.8 52.9 17 173.3333 189.072 63.35

Nahar Spinning 0803 18.05 2.3 880.94 -1.0736 12.02 145.53 0903 233.98 -0.8265 -5.79 -12.6697 0.73 14.9996 43.3 54 19.2 0 156.1398 60.24

Nakoda Textile 0812 15.78 18.61 778.95 39.1678 13.44 45.3 0906 251.11 28.3925 5.58 55.8659 9.97 47.45 43.9 54 10 4.4934 72.874 50.23

Nandan Exim 0803 45.55 7.07 283.43 29.2018 6.49 2.58 0903 88.56 9.7126 -2.49 -172.1739 0.05 112.3774 1.93 3.03 0.8 0 87.9115 49.12

Nirlon 0803 58.22 2.62 11.3 88.3333 1.65 10.97 0903 7.14 -22.6436 11.41 513.4408 0 -36.0207 40.65 63.45 13.9 46.1932 236.6643 15.22

Pace Textiles 0803 5.22 1.84 5.55 18.3369 0.16 4.84 0903 0.21 -92.0152 0 -100 0.07 128.0395 42.5 43.9 12.8 0 110.925 12.64

R M Mohite Tex. 0803 20.1 6.08 105.58 6.004 3 25.29 0812 28.04 3.0882 0.21 -90.9091 0.61 2.6827 25.25 49.6 25.25 0 50.7525 72.87

Rajapalayam Mill 0903 3.51 4.59 234.82 6.7606 6.44 336.64 0906 53.57 1.7474 -1.63 -269.7917 16.07 13.3311 365.05 512 200.05 33.2771 128.1326 49.38

Raymond 0903 61.38 -3.86 1388.15 4.5538 -271.55 183.61 0903 355.38 -18.4497 -239.08 -986.4665 3.97 6.6055 176.6 212 68.1 0 1083.9708 38.38

RSWM Ltd 0803 23.15 -0.93 1165.47 12.8042 0.27 117.06 0903 353.31 10.475 0.84 -110.4218 0.36 21.0188 63.85 87.35 23 0 147.8127 49.39

Ruby Mills 0803 4.18 9.19 109.24 5.8938 5.29 152.73 0903 37.95 10.6414 5.43 -584.8214 58.25 9.3436 637.15 906.7 251.05 22.3797 266.3287 74.91

S Kumars Nation 0803 210.05 25.29 1605.72 30.5952 178.13 32.46 0906 468.55 22.1391 17.34 -35.443 2.02 21.2345 46.5 79.6 13.15 21.729 1099.7715 49.83

Sangam India 0803 39.42 3.36 693.38 25.5304 5.38 49.03 0812 178.52 8.2727 -12.15 -3474.9998 0 28.7869 23.15 27.1 8.01 0 91.2573 36.03

SEL Mfg 0803 15.22 25.19 357.32 92.8332 44.85 142.77 0903 164.13 30.2619 20.36 37.847 32.21 42.2441 67.95 757 38.1 2.1301 116.6702 55.73

Shree Ram Urban 0812 20.63 -22.73 39.15 2.0063 -9.62 18.18 0906 8.81 19.864 -1.3 -2699.9999 0.02 3.819 180.9 180.9 39 0 373.1967 59.68

Shri Lakshmi 0806 14.8 24.31 845.24 40.1701 46.58 146.63 0903 288.02 19.1248 15.65 -6.9007 46.27 39.9394 52.85 114.5 20.9 1.189 82.3403 40.55

Siyaram Silk 0803 9.37 7.07 589.67 12.4166 9.51 145.53 0903 155.65 7.9029 4.25 1534.6154 12.19 13.3664 118.9 124 40.15 9.0833 111.5282 67.06

Spentex Inds. 0803 71.47 0 735.62 -0.2563 -34.52 23 0903 152.98 -30.2735 -8.22 -58.5685 0 76.3334 9.21 14.55 3.45 0 65.8239 44.82

SRF 0903 61.7 17.82 1805.2299 11.7561 163.28 148.96 0906 495.02 5.1779 92.57 102.6045 33.26 17.0916 144.8 152.45 62.15 3.6119 896.0224 47.25

Sunteck Realty 0803 4.86 3.21 3.07 365.1515 2.79 342.72 0903 0.5 -51.4563 0.74 -30.8411 13.83 138.2405 2308.3 2600 1141 289.2607 2769.96 68.43

Super Spinning 0803 5.5 0.9 392.15 -2.8827 1.72 22.35 0906 88.47 -4.0247 -5.48 495.6522 0 6.9883 9.12 11.55 3.85 0 50.16 39.56

Supertex Inds. 0803 6.71 0.49 27.82 59.1533 0.06 -1.6 0903 6 -24.2424 5.34 26600.0014 6.73 7.587 58.9 62 0.45 4.4893 57.9576 50.95

Surat Textile 0903 22.21 26.55 164.56 84.4016 6.2 1.1 0903 39.09 102.9595 3.16 -618.0328 0.83 -0.8678 3.87 4.89 1.15 14.8846 85.9527 82.01

Tobacco Products

Vardhman Textile 0903 57.77 6.82 2456.7199 7.0559 140.77 220.31 0906 620.07 9.522 39.91 -63.6123 12.28 17.9428 145.1 154.95 43 10.1327 838.2427 67.22

Vertex Spinning 0803 19.91 18.23 98.18 19.5131 4.99 1.21 0903 4.02 -83.7641 -3.14 -298.7342 0.03 117.2228 4.83 14.38 4.05 0 96.1653 72.81

Voith Paper 0809 4.39 8.39 41.33 -8.5215 6.79 190.39 0906 11.01 31.0714 1.45 -24.0838 14.08 0.4662 121.15 165 67.65 8.6228 53.1848 74.04

VST Inds. 0903 15.44 18.96 371.06 9.4895 61.82 152.43 0906 125.35 78.485 24.1 125.6554 48.74 5.2741 404.4 450 182.65 9.3785 624.3936 32.16

Welspun India 0803 73.09 4.83 1174.86 25.3171 26.27 75.77 0903 322.79 -15.7734 25.92 -1006.2937 4.77 33.4551 34.7 46.9 13 8.0139 253.6223 44.1

Trading

3M India 0812 11.27 18.01 742.02 21.9605 57.46 308.57 0906 201.16 6.8295 18.39 20.1961 48.87 26.8045 1357.3 1720 780.1 27.7908 1529.6771 76

Adani Enterp. 0803 24.65 22.02 11354.4805 12.918 312.07 54.27 0903 2873.3301 -26.4461 136.71 26.6185 13.24 32.364 845.4 865.3 238 63.1839 20847.5645 74.91

Aegis Logistics 0903 16.44 18.46 368.33 -1.4844 30.38 104.23 0903 58.88 -48.8623 6.11 -49.2103 14.93 35.4356 119.95 198 51.85 9.752 279.3636 63.11

Bartronics India 0803 26.54 18.19 183.3 188.7069 32.73 91.32 0903 114.53 56.3123 2.14 -86.9671 15.04 85.6574 186.4 189.8 55.05 11.3659 540.1872 31.03

Kanani Inds. 0803 0.25 171.48 14.32 5627.9999 4.39 190 0906 18.28 75.2637 1.08 -10.7438 27.35 36.8817 956 1120.5 21.1 34.4753 286.8 74.83

MMTC 0803 50 23.76 26503.0293 13.5221 200.48 205.99 0903 4874.1699 -48.1026 39.97 -55.8927 33.08 33.4613 30719.25 39090.5508 9125 0 153596.25 99.33

PTC India 0803 227.42 4.74 3906.1499 3.7033 48.71 65.06 0903 1177.6801 115.4556 15.52 -19.2928 3.99 33.4362 90.7 100 43 29.6405 2667.3057 16.32

Raghav Inds. 0803 19.5 0.11 25.21 -33.0412 0.09 43.62 0903 7.64 25.6579 0 -100 0 -7.9179 29.65 81.2 24 0 57.8175 44.4

S T C 0803 60 25.96 15774.1299 10.0372 124.45 87.48 0906 5281.48 24.4097 20.89 31.2186 14.38 44.1711 366.75 426.5 87.05 27.0465 2200.5 91.02

Sat Industries 0803 7.38 0.12 33.03 63.0306 0.02 4.83 0903 6.84 -14.9254 0 -100 0 57.482 31.35 47.1 13 0 122.5785 37.13

Sh.Global Trad. 0803 102.91 0.02 258.93 232.9005 0.04 10.58 0903 187.15 62.8666 2.29 22800.0001 0 663.1967 346.8 354.9 98.1 0 7137.8374 74.87

Swan Energy 0803 19 20.4 45.57 1999.9999 21.27 5.8 0903 3.71 -84.3987 -49.82 -331.0761 8.19 190.5703 86.25 95 32 29.3367 819.375 80.92

U B Holdings 0803 66.82 -1.83 229.42 26.9548 64.79 195.45 0903 101.15 54.0512 12.68 -8.4477 6.57 53.4896 236.25 310 60 36.0137 1578.6226 51.82

Ushdev Intl. 0803 11.49 31.43 784.06 38.7054 15.61 43.06 0906 344.54 2.3346 6.29 6.0708 27.87 111.1517 132.25 140 30 16.7193 365.2745 52.33

Tyres

Apollo Tyres 0903 50.41 8.37 4081.2599 10.3679 108.12 26.83 0906 1180.14 9.6927 94.67 94.6741 3.06 16.3906 39.1 41 14.75 12.7778 1970.64 39.34

Balkrishna Inds 0903 19.33 16 1219.01 24.6368 70.3 242.02 0906 301.61 4.1291 52.34 263.9777 55.99 29.3529 347.05 460 115 5.9082 670.8477 54.37

CEAT 0803 34.24 20.1 2327.59 9.1187 148.6 145.97 0906 673.96 3.1577 60.2 -664.1987 30.73 14.0833 124.95 135.65 31 7.8143 427.8288 47.99

Falcon Tyres 0803 5.68 15.65 445.62 60.1337 5.64 59.08 0903 161.04 -14.6039 5.42 159.3302 11.61 23.0739 594.15 613.75 120.95 51.1317 337.4772 86.43

Goodyear India 0712 23.07 31.11 889.96 7.3975 40.23 61.25 0903 193.43 -7.0048 13.01 3.0903 14.15 9.5558 131.2 140 55 9.2918 302.6784 74

JK Tyre & Indust 0709 30.79 17.38 2795.0699 7.9273 66.73 119.51 0906 897.67 5.7252 40.75 101.334 13.24 8.3633 91.4 104.8 29 0 375.2884 46.97

MRF 0809 4.24 13.48 5044.7 14.841 141.97 2643.37010906 1433.55 12.6066 125.7 294.5386 458.35 18.8188 4647.6001 4947.7002 1501 13.0141 1970.5824 26.63

TVS Srichakra 0803 7.66 16.55 458.2 10.0543 9.28 77.21 0812 143.92 17.6009 1.43 -15.8824 10.54 17.101 94.5 114.5 41.6 8.07 72.387 40.28

Company Name Year Equity RONW Net Net PAT BV Qtr. Net Net PAT PAT TTM CAGR CMP 52W 52W Latest M. Cap. Promter Ended Rs. Cr % Sales Sales% End Sales Sales% Grwth( %) Eps Sales% Rs. high Low PE holding(%)

Growth

FULL YEAR LATEST QUARTER CURRENT DATA

STOCK MARKET MONITOR

Stock Market Monitor

Page 37: Investment Monitor - August Edition

Micro-insurance, the term

used to refer to insurance to

the low-income people, is

different from insurance in general as

it is a low value product (involving

modest premium and benefit package)

which requires different design and

distribution strategies such as

premium based on community risk

rating (as opposed to individual risk

rating), active involvement of an

intermediate agency representing the

target community and so forth.

Insurance is fast emerging as an

important strategy even for the low-

income people engaged in wide

variety of income generation

activities, and who remain exposed to

variety of risks mainly because of

absence of cost-effective risk hedging

instruments.In other words Micro-

insurance is protection of poor people

and their families against specific

perils like death, illness, weather

catastrophes, etc. In principle, micro-

insurance works like any typical

insurance business.

In the past time insurance as a

prepaid risk managing instrument

was never considered as an option

for the poor. The poor were

considered too poor to be able to

afford insurance premiums. Often

they were considered uninsurable,

given the wide variety of risks they

face. However, recent developments

in India, as elsewhere, have shown

that not only can the poor make

small periodic contributions that can

go towards insuring them against

risks but also that the risks they face

(such as those of illness, accident

and injury, life, loss of property etc.)

are eminently insurable as these

risks are mostly independent or

idiosyncratic. Moreover, there are

cost-effective ways of extending

insurance to them. Thus, insurance

is fast emerging as a prepaid

financing option for the risks facing

the poor.

Development of Micro-insurance in India

Historically in India, a few micro-

insurance schemes were initiated,

either by NGO or by the trust

hospitals. These schemes have now

August, 2009 [35]

Microinsurance Profile IndiaProtecting the Poor

Page 38: Investment Monitor - August Edition

gathered momentum partly due to the

development of micro-finance

activity, and partly due to the

regulation that makes it mandatory for

all formal insurance companies to

extend their activities to rural and

well-identified social sector in the

country (IRDA 2000)

The insurance regulatory and

development authority (IRDA)

defines rural sector as consisting of (i)

a population of less than five

thousand, (ii) a density of population

of less than four hundred per square

kilometer, and (iii) more than twenty

five per cent of the male working

population is engaged in agricultural

pursuits. The categories of workers

falling under agricultural pursuits are:

cultivators, agricultural labourers, and

workers in livestock, forestry, fishing,

hunting and plantations, orchards and

allied activities.

The social sector as defined by the

insurance regulator consists of

(i) unorganized sector (ii) informal

sector (iii) economically vulnerable or

backward classes, and (iv) other

categories of persons, both in rural

and urban areas.

The microinsurance industry in India

is growing rapidly; a growth closely

linked to the overall growth of

insurance in the country. In 2008,

there were 35 insurance

companies–including 28 private and 7

public insurers—selling life and

general policies in India. The number

of policies issued in 2006 to 2007 by

private insurers registered a 100

percent increase over those issued in

2005 to 2006 nevertheless demand for

microinsurance in India thus far has

remained low as compared to other

parts of the world, because of a severe

mismatch between services offered by

insurers and the needs of the insured.

The present outreach of

microinsurance is around 5 million

people, covering only 2 percent of the

poor in the country.

Policy and RegulationIndia is one of the few developing

countries in the world that has a

special microinsurance act . Under the

Microinsurance Act, insurance

companies are obliged to conduct a

certain percentage of their business in

rural areas or with marginalized

groups. Because of these obligations

and the prospect of a very large

market, many microinsurance

innovations stem from India.

How much do they have topay for such insurance? These are very low price products

with premiums as low as 45 rupees

per month (1.13 dollars) for a policy

with a minimum term of 5 years. The

insurance covers losses up to 2,500

rupees (62.75 dollars) and in addition

offers accident and disability and

death benefits. People can also obtain

a loan under the program for up to 85

percent of the cash surrender value of

the policy. The people can save to the

extent of 6 to 10 percent on net

invested premiums at the end of the

term in these polices

Microinsurance schemescover various risksThe most frequent microinsurance

products are:

* Life microinsurance (and

retirement savings plans)

* Health microinsurance

(hospitalisation, primary health

care, maternity, etc.)

* Disability microinsurance

* Property microinsurance – assets,

livestock, housing

* Crop microinsurance

Microinsurance growth is

concentrated in South India, owing

mainly to the growth of microfinance

in the area. The poorer and more

conflict-prone north is slowly

catching up. Microinsurance felt

presence in Orissa, Rajasthan and

Tamil Nadu. Tamil Nadu was found to

be relatively developed in insurance

compared to Rajasthan and Orissa,

where coverage is less than 1 percent.

Distribution Channel :• Direct Marketing by the

insurance company: Insurance

companies perform all the task

starting from identicfication of

clients, collection of premium,

receipts of claims to settlement of

claims etc.

•@ Partner – agent Model: A

partnership is formed between the

micro-insurance scheme and an

agent (insurance company,

microfinance institution, donor,

etc.), and in some cases a third-

party healthcare provider. The

micro-insurance scheme is

responsible for the delivery and

marketing of products to the

clients, while the agent retains all

responsibility for design and

development. In this model,

micro-insurance schemes benefit

from limited risk, but are also

disadvantaged in their limited

control.

•@ De-linked Model: Community

based insurance facility where

NGO /MFI or federation of the

group act as insurer.Risk coverage

remains with insurer.

•@ Service Provider Model: The

healthcare provider is the micro-

August, 2009 [36]

Insurer Product

Bajaj Allianz life insurance Co. ltd. Bajaj Allianz Jana Vikas Yojna

Aviva Life Ins. Co. India Pvt. Ltd. Grameen Suraksha

Birla Sun Life Insurance Co. ltd Birla Sun life insurance Bima

Suraksha Super

ICICI Pru.Life Insurance Co. Ltd ICICI Pru Sarv Jana Suraksha

Met Life India Met Vishwas

SBI Life Insurance Co. Ltd SBI Life Grameen Shakti

TATA AIG Life Insurance Co. Ltd Ayushman Yojna

Page 39: Investment Monitor - August Edition

insurance scheme, and similar to

the full-service model, is

responsible for all operations,

delivery, design, and service.

There is an advantage once more

in the amount of control retained,

yet disadvantage in the limitations

on products and services

The classic partner-agent model is

becoming popular, as it is preferred by

suppliers and provides an economic

incentive to Indian agents. However,

large numbers of informal models run

by NGOs, microfinance institutions,

co-operatives, and credit unions exist,

as well as products offered by central

and state governments.

ChallengesChallenges for insurers are the high

costs of covering the needs of the

rural poor and that microinsurance is

difficult to distribute. Without

appropriate insurance services, the

vast majority of the poor “do

without,” turn to patrons, the

extended family or village

moneylenders, or temporarily migrate

for work. It is hard to reach to rural

population due to a lack of education,

illiteracy, and bad or no infrastructure.

Financing the development of micro

insurance is a another significant

challenge.

Investing in microinsurancemake sense

• Microinsurance helps the poor,

low income people and lower

middleclass to build up financial

stability and a solid livelihood

• High demand for microinsurances

throughout the world

•@ Product communication and

distribution are best done in

collaboration with local partner

• Mutual product development is

the best way to target the customer

and create a great demand for

microinsurances

List of distribution Channels:• Agents

•@ Formal Banks

•@ Regional Rural Banks

•@ Cooperative Banks

•@ NGOs & MFIs

•@ Post offices

•@ Internet & Rural Knowledge

centers.

Conclusion:It is a colossal challenge to sell life

insurance in rural areas ,various

reasons are there behid this

proclamation but still with a potential

market of nearly $2billion in India

,microinsurance may become the next

big thing in the financial sector. Up to

90 percent of the Indian population, or

950 million people, are excluded from

the insurance market and represent a

powerful “missing market”. To pierce

the untapped market on the vast scale

innovative approaches to raising

awareness and new channels of

product distribution are necessary.All

along with making lot of buisness

,micro insurance offers an inventive

way to combat poverty by helping

rural poor systematically manage

financial risks to their livelihood and

lives.

August, 2009 [37]

Page 40: Investment Monitor - August Edition

August, 2009 [38]

Infosys Technologies

CMP : 2036

Target : 2280

Infosys, the country's second-

biggest IT/ITES services

companies, which was the first

Indian company to be listed on the

NASDAQ at the year 1999. It was

started in 1981, by seven people

with US$ 250, today has become a

global leader in the "next

generation" of IT and consulting

with revenues of over US$ 4

billion. Credit crisis in the U.S. had

become a global recession by

degrees, resulting loss of jobs and

credit across the globe is of

enormous proportion, not witnessed

for many decades. Customers in the

markets in were cutting costs to

overcome the impact on their

businesses. In such scenario, the

company continues to grow its

business notwithstanding its

decreasing velocity. Infosys and its

subsidiaries added 156 clients and

28,231 (gross) employees in fiscal

2009. On financial front, for the

quarter ended Jun 09, Infosys

reported its results well within the

guidance provided, although the

company has revised its guidance

for FY10 to a slightly muted figure.

Revenues for the first quarter of

FY10 grew by 12.7% YoY to Rs.

54,720 Mn, but showed a sequential

decline of 2.9%. PAT was Rs.

15,270 Mn for the quarter posting a

YoY growth of 17.3%. Looking at

the growth prospects of the

company, the company is focusing

on introducing new IP's including

some platform based services, SaaS

solutions & so on which will show

their transformational impact over

the next 3 – 4 years. Recently the

company has been awarded a 10

year eBiz project by the Department

of Industrial policy and Promotion

(DIPP), Ministry of Commerce and

Industry, Government of India. The

scope of eBiz work includes

designing and developing the eBiz

platform, establishing the support

IT infrastructure, implementing,

maintaining and expanding the eBiz

solution and services for the next 10

years. Infosys would also undertake

training workshops, promotion and

awareness campaigns. Looking at

its continuous success story along

Stock

IDEAS

Description as on 30/6/2009 % of Holding

Foreign 54.8

Institutions 8.29

Govt Holding 0

Non Promoter Corp. Hold 3.94

Promoters 16.49

Public & others 16.49

Total 100

Particulars Qtr ending Qtr ending var% Qtr ending Qtr ending var%(Rs Crores) on June 09 on Mar 09 on Mar 09 on Dec 08

Sales 5104 5253 -2.84 5253 5429 -3.24

Total Income 5369 5501 -2.40 5501 5477 0.44

Total Expenditure 3331 3425 -2.74 3425 3475 -1.44

PBIDT 2038 2076 -1.83 2076 2002 3.70

Interest - - - - - -

PBDT 2038 2076 -1.83 2076 2002 3.70

Depreciation 201 209 -3.83 209 169 23.67

Tax 373 298 25.17 298 235 26.81

Reported Profit After Tax 1464 1569 -6.69 1569 1598 -1.81

EPS (Unit Curr) 25.51 27.43 -7.00 27.43 27.94 -1.83

Dividend (%) - - - - - -

Page 41: Investment Monitor - August Edition

August, 2009 [39]

with sound future prospect, this is a

good opportunity for the investors

to park their money and reap good

benefits.

ITC

CMP: 227

Target: 265

One of India's most valuable and

respected corporations, ITC is

widely perceived to be dedicatedly

nation-oriented.: Its aspiration to

create enduring

value for the

nation provides

the motive

force to sustain

g r o w i n g

s h a r e h o l d e r

value. ITC

practices this

philosophy by

not only

driving each of

its businesses

t o w a r d s

in t e rna t iona l

competitiveness but by also

consciously contributing to

enhancing the competitiveness of

the larger value

chain of which

it is a part. The

C o m p a n y

c o n t i n u o u s l y

endeavors to

enhance its

w e a l t h

g e n e r a t i n g

capabilities in a

g l o b a l i s i n g

environment to

c o n s i s t e n t l y

reward more

than 3,60,000

shareholders, fulfill the aspirations

of its stakeholders and meet societal

expectations. This over-arching

vision of the company is

expressively captured in its

corporate positioning statement:

"Enduring Value. For the nation.

For the Shareholder." Some of the

businesses have seen two years of

poor performance, with

compounded annual decline of 6%

in EBIT due to Agri, Paper and

Other FMCG. However, the

performance will start improving

from FY10. We estimate 28.5%

EBIT CAGR over FY09-11 due to

the following prospects. Agri

division has been restructured – it

has exited the low-margin

commodity business. Strong leaf

tobacco export prices will enable

another year of strong profit

growth. Paper and Paperboard will

see sharp bounce-back in

performance, as full benefits of

backward integration (pulp

capacity) and new writing and

printing paper unit are availed.

Hotels business will report yet

another year of decline in EBIT;

performance will start improving

post 2QFY10. Other FMCG

business would witness lower

losses due to focus on profitable

growth in segments like processed

foods (Rs20b) and stationery. The

stock has appreciated by about 12%

in the last couple of trading sessions

– perhaps the highest rise in

reaction to budget pronouncements

in recent times. We remain positive

on ITC’s long-term prospects. We

have upgraded our FY10E EPS to

Rs10.2 (Rs9.9 earlier) and FY11E

EPS to Rs11.6 (Rs11.3 earlier),

factoring in no excise increase and

removal of fringe-benefit tax

(FBT).

Description as on 30/6/2009 % of Holding

Foreign 46.79

Institutions 37.74

Govt Holding 0.04

Non Promoter Corp. Hold 3.48

Promoters 0

Public & others 11.96

Total 100

Particulars Qtr ending Qtr ending var% Qtr ending Qtr ending var%on Mar 09 on Dec 08 on Dec 08 on Sep 08

Sales 3927 3858 1.79 3858 3862 -0.10

Total Income 3979 3956 0.58 3956 3973 -0.43

Total Expenditure 2629 2480 6.01 2480 2647 -6.31

PBIDT 1350 1475 -8.47 1475 1326 11.24

Interest 13.68 0.45 2940.00 0.45 2.78 -83.81

PBDT 1336 1475 -9.42 1475 1323 11.49

Depreciation 145 144 0.69 144 134 7.46

Tax 383 428 -10.51 428 386 10.88

Reported Profit After Tax 809 903 -10.41 903 803 12.45

EPS (Unit Curr) 2.14 2.39 -10.46 2.39 2.13 12.21

Dividend (%) - - - - - -

Page 42: Investment Monitor - August Edition

August, 2009 [40]

Bank of IndiaCMP - 338

Target - 365

Sector – Banking

Sector Outlook – bullish

While these measures are indeed

commendable, it is also important to

note that global uncertainties remain

and with greater constraints on the use

of both monetary and fiscal policy

instruments, the Government will

have to contend with the risks

emanating from such uncertainties

with bold and innovative policy

measures.

Not surprisingly, the FM has

announced a budget keeping the

“Aam Aadmi” in mind. A number of

social sector projects have been

announced which, while benefiting

employment creation and

infrastructure development, will

further worsen the state of the fiscal

balances. The pronouncement of

releasing a new Direct Taxes Code as

well as the introduction of the Goods

and Services Tax from 1 April 2010,

will hopefully streamline and

simplify the tax structure in the

economy and is a welcome

announcement. Despite the

constraints faced by the Government

on various fronts, the extension of the

sunset clause for deduction in respect

of export profits under sections 10A

and 10B of the Income tax Act, and

the abolishing of the Fringe Benefit

Tax, the Commodity Transaction Tax

and the additional 10% surcharge on

personal income taxes is supportive

of stimulating consumption in a

slowing economy. The FM has also

provided a much needed boost to the

production and refining of natural gas

by extending the tax holiday under

section 80-IB(9) of the Income Tax

Act to these activities. The aim to

introduce an alternate dispute

resolution mechanism for addressing

transfer pricing disputes through the

introduction of a safe harbour regime

for IT and ITES companies is also a

commendable step and will facilitate

a business friendly environment for

MNCs doing business in India. On the

indirect tax front, lowering or

eliminating customs duties to provide

a boost to the pharmaceutical and

power sectors will be helpful but the

impact is likely to be marginal. The

increase in excise duties from 4% to

8% (with certain exceptions) will add

to the manufacturing cost of several

industries. Overall Mr. Mukherjee has

delivered a budget that should be

greeted with some cheer but not a

thundering applause.

Zee Entertainment LtdCMP - 200

Target - 218

Sector – Media & Entertainment

Sector Outlook – Bullish

ZEEL is one of India’s largest media

and entertainment companies. It is the

largest producer and aggregator of

TechnicalAnalysis

Page 43: Investment Monitor - August Edition

August, 2009 [41]

Hindi programming in the world with

an extensive library housing

television content and movie titles.

ZEEL’s channels are widely

distributed across many countries,

especially for South Asian audiences.

It is a significant player in the film

production and education business.

The company increased its

subscription revenue in 3QFY09 as

well as 9MFY09 due to sequential

increase in number of DTH

subscribers (bouquet basis) as well as

subscribers of new channel offerings.

We expect subscription revenue to

post healthy double digit growth.

Recently, ZEEL posted total revenues

of INR 5455.8 million for 3QFY09,

an increase of 5.3% Y-o-Y and

decrease of 4.6% Q-o-Q. Overall PAT

(adjusted for minority interest)

showed a decline of 24.8% Y-o-Y and

54.0% Q-o-Q to INR 825 million. We

believe valuations are cheap

compared to historical P/E multiples

and possibility of the company to

increase its EBITDA margins in

FY10. ZEEL’s revenues are generated

primarily from Advertising Revenues,

Subscription Revenues and Other

sales and services which comprise

revenues from syndication, film

distribution and education sales.

Technically the counter is moving in a

band of 30 points from 160-165 to

190-195. A strong double bottom has

been formed on 162 level. It is trading

well above the 9, 18 and 50 days

WMA and 14 days RSI is trading at

55 leaving enough scope for uptrend.

All the technical indictors are giving

positive indications, keeping in mind

long term growth of the company, It is

better to utilize this downfall to make

entry in the counter in order to earn

significant amount in the medium to

long term.

Navneet PublicationCMP - 89

Target – 105

Sector – Education

Sector Outlook- Bullish

Education is one sector towards

which the outlook is changing in our

country. From being considered as an

expense, it is now seen as an

investment for the future. Over the

decades, Navneet has emerged as a

leading Educational Products and

Services Company in India. Since

1959, Navneet has been a major force

in the dissemination of knowledge.

NAVNEET is a dominant player in

the field of publishing, with more than

5000 titles in English, Hindi, Marathi,

Gujarati and foreign languages. It

foresees Electronic learning as the

future of education. Although the

segment in general will witness a

testing phase for a couple of years, in

the long run a quality content provider

with effective delivery mechanism

would meet long term success. Here

the Company is steadily working

towards the success. Technically, the

counter is currently trading at 84

levels and has been witnessing a

continuous upside rally, from the last

few months. Level of 35-36 has now

become a crucial support level for the

medium term investment. The counter

has been witnessing consistent rise in

volume since last couple of months

indicating people are considering the

buying in counter at thee lower levels.

As per other technical indicators, 14

days RSI is trading at 60, leaving

much scope for uptrend and faster line

of MACD is also giving bullish

indications. The counter is giving a

good opportunity to enter in the

counter for the medium to long term

investment. Now the immediate

resistance is placed at 110-115, a

confirmatory breakout above this

level with good volumes will take the

counter to the higher levels of 155.

Therefore it is advisable to use every

downfall to make long positions in the

counter for significant gains

Page 44: Investment Monitor - August Edition

August, 2009 [42]

Equity Market

Firm global cues, encouraging start to

Q1 June 2009 earnings from India Inc

and revival in monsoon bolstered

sentiment. The market recouped

almost entire losses occurred in the

initial days of month triggered by a

disappointing Union Budget 2009-10.

Global markets were also on a roll

after a strong start to the US earnings

reporting season.

The market hit highest level in more

than a month. Buying by foreign

funds has helped Indian market clock

strong gains. The Sensex is up

5,731.65 points or 59.41% in calendar

year 2009 as on 24 July 2009. From a

3-year closing low of 8,160.40 on 9

March 2009, the Sensex has risen

7,218.56 points or 88.45% as on 24

July 2009.

In the first week of month, Investors

were disappointed as the Finance

Minister did not announce major

liberalization measures in his new

budget. A cautionary statement on

India's sovereign rating by Standard

& Poor's (S&P), the credit rating

agency, further weighed on the

bourses. Trading for the month started

on a dull note with markets advancing

on 1 July 2009 on expectations from

the budget. During the month, The

BSE 30-share Sensex gained over 800

points, or approx 6%, to 15331 and

the S&P CNX Nifty rose over 200

points, or 4.87%, to 4,500. Sensex

touched the high of 154630 and low

of 13220 during the month and on the

other hand Nifty touched a high of

4600 and low of 3918 within a moth’s

time frame.

On sectoral front, Realty stocks were

the top performers, with Realty Index

up by 27 percent from its previous

month’s closing. Realty stocks rose on

the government strong thrust to the

housing sector in the Union Budget

2009-2010. Auto stocks were also the

major performers, with Auto Index up

by over 24 percent. Auto sales have

been rising in the first six months of

2009 after seeing a steep decline in

the second half of last year. New

models, discounts and easing retail

finance aided 14% rise in automobile

sales to 9.17 lakh units in June 2009

over June 2008, the Society of Indian

Automobile Manufacturers (SIAM)

data showed earlier during the month.

Other top performing sectors were

FMCG up by 17 percent followed by

Metals up by 15 percent. Metal stocks

gained on firm metal prices on the

London Metal Exchange. Bank stocks

rose after the Finance Minster said the

government is committed to financial

sector reforms. On the loser side,

Capital goods and Oil and Gas stocks

were among the under performers. Oil

stocks declined as crude oil declined

sharply. India's largest state-run oil

exploration firm by revenue ONGC

fell 13.07%. Cairn India fell 7.63%.

Crude oil for August delivery was

trading below $60 a barrel Friday, 10

July 2009. The fall in crude oil prices

would result in lower realizations

from crude sales for oil exploration

firms. Shares of state-run oil

marketing companies fell as the

Union Budget 2009-2010 did not

include a roadmap for decontrol of

fuel prices in the country.

On Macro front, the pall of gloom still

hangs over the economy. That seemed

to be the RBI Governor D Subbarao

undelying message in hid latest credit

policy. However .the latest economic

data indicated improving economic

activity. The six infrastructure

industries -- crude oil, refining, coal,

electricity, cement and steel --

together grew at an annual rate of

6.5% in June 2009, faster than the

previous month's rise of 2.8%, data

showed on Thursday, 23 July 2009.

The infrastructure sector accounts for

26.7% of India's industrial output.

The Q1 June 2009 results announced

so far were encouraging, with lower

costs helping bottom-line growth. The

Market Commentary

Rising Bulls CatchSleeping Bears

Page 45: Investment Monitor - August Edition

August, 2009 [43]

combined net profit of 473 companies

rose 17.40% to Rs 30972 crore on

5.4% growth in sales to Rs 206373

crore in Q1 June 2009 over Q1 June

2008.

Inflation measured by the wholesale

price index (WPI) declined 1.17% in

the 12 months to 11 July 2009, as

compared with previous week's

annual decline of 1.21%, government

data showed on Thursday, 23 July

2009.

RBI announced its credit policy on

July 28, 2009. The Reserve Bank of

India (RBI) has left key interest rates

unchanged. However, there is a

change in its dovish stance seen

earlier. It has increased its growth

projections. FY10 GDP has now been

maintained at 6% with an upward

bias. Inflation continues to be higher

on RBI's radar. It is now projected at

5% from the earlier 4%.

Foreign institutional investors (FII)

have been the key drivers of the recent

rally in India. After being heavy net

sellers in January and February 2009,

foreign fund selling eased in March

2009. They remained net buyers

thereafter investing Rs 7384.50 crore

in April 2009, Rs 20,606.80 in May

2009, Rs 3,224.90 crore in June 2009.

FII inflow in July 2009 amounted to

Rs 5,116.20 crore (till 15 July 2009)

with their inflow in calendar year

2009 at Rs 29,660.40 crore.

In the mutual fund segment, earlier

the Securities and Exchange Board of

India (SEBI) had ordered no-entry

load on mutual funds from August 1

to bring transparency in mutual funds

commissions. But now the reports

from sources are indicating that

Banks may now charge up to 2.25%

fee to mutual fund investors. The new

charges include transaction and

advisory fee and it is believed that

HSBC, ABN AMRO, Kotak

Mahindra Bank and Citibank will

implement the new charges. Mutual

fund distributors will bring out a tariff

card where higher investments will

get more concessions.

Debt Market ReviewPrimary Market

The Government issued a new

borrowing calendar for the period

18th July'09 to 30th September'09

during the month. It has scaled up the

borrowing for the first half to

Rs.2,99,000 crore against originally

scheduled borrowing of Rs.2,41,000

crore. Government is likely to borrow

Rs.1,10,000 crore in the remaining

period of the second half as against

the initial projection of Rs. 79,000

crore during the same period. In view

of excess liquidity floating in the

system, government has planned to

borrow more than 80% of the total

quantum in 5-yr to 9-yr and 10-yr to

14-yr maturity bucket. According to

the new calendar, government is

likely to borrow Rs.12,000 crore

every week during 18th July to 4

September. Thereafter, the borrowing

quantum shall reduce to Rs.11,000

crore, Rs. 7,000 crore and Rs. 8,000

crore in the last three auctions of the

first half. During the first week of the

month, Government borrowed

Rs.15,000 crore through sale of

6.49%-2015 bond (Rs.5,000 crore),

new 10-yr paper (Rs.6,000 crore),

7.35%-2024 bond (Rs.2,000 crore)

Page 46: Investment Monitor - August Edition

and 7.50%-2034 bond (Rs.2,000

crore). During the second week,

Government borrowed Rs.12,000

crore through sale of 6.07%-2014

bond (Rs. 6,000 crore), 7.94%-2021

bond (Rs. 4,000 crore) and 7.40%-

2035 bond (Rs. 2,000 crore). RBI also

bought back securities under OMO

aggregating to Rs.1661.42 crore as

against the notified amount of

Rs.7,500 crore using multiple price

based auction method.

Secondary Market

With the beginning of the month,

bond market was taken aback by

announcement of more than expected

government borrowing of Rs.

4,51,000 crore in the budget as

against the initial estimate of

Rs.3,62,000 crore. Yields firmed up

by more than 20 bps, post

announcement of budget. However,

yields eased substantially after RBI

announced to buy securities worth

Rs.7,500 crore against Rs. 6,000 crore

it had purchased in earlier OMO

auctions. Lower US treasury yields

and oil prices also supported positive

sentiments. At the end of the first

week, traders pared position to

accommodate supply to the tune of

Rs.15,000 crore leading to sharp

upward movement in yields. On the

onset of the second week, yields

moved downwards after RBI

announced to auction securities worth

Rs.12,000 crore lower than Rs.15,000

crore that the government has

borrowed each week since Mid of

May. Sentiments were further boosted

as Finance Minister stated that the

massive government borrowing shall

not crowd out private investment.

Subdued equity markets and

continuing concerns over the health of

the economy also resulted in flight to

quality. However, market sentiments

turned cautious ahead of

announcement of issuance calendar

and traders avoided building fresh

position. A sharp rise in US treasury

yields also hurt sentiments. The

borrowing as per the new issuance

calendar for the remaining part of H1

is highly skewed towards short and

medium term papers. Correction was

therefore witnessed in the yield curve,

which had remained steep in the

recent past. Demand for long tenor

papers was revived owing to lower

supply in the forthcoming auctions.

However, short and medium term

papers traded under pressure, as they

comprise more than 80% of the

remaining supply.

Corporate Bonds

During the month, corporate bond

market remained flushed with short

term issuances with many corporates

seeking to raise bonds maturing in 2-

yr to 5-yr. Some important bond

issues during the month were -

Infrastructure Development Finance

Co. raised Rs.150 crore through

issuance of 3-yr bonds carrying an

annual coupon of 7.40%. These bonds

were rated AA by rating agency ICRA

while Fitch assigned AAA rating for

the same. IOC raised Rs.2,000 crore

through AAA rated bonds maturing in

3-yrs. Bonds carry annual coupon of

7.0%. In another issuance, L&T

finance raised Rs.250 crore for 2-yr at

an annual rate of 8.10%. Bajaj Auto

finance too raised funds aggregating

Rs.125 crore for 2-yrs at 8.15% per

annum. These bonds carry rating of

AA+. Corporation bank raised Rs.300

crore through perpetual bonds

carrying an annual coupon of 9.15%.

These AAA rated bonds also carry

call option at the end of 10-yr with a

clause to increase coupon rate by 50

bps in case option is not exercised.

Outlook

In last week of the month underreview, RBI decided to keep thepolicy rates unchanged whichwas largely what the marketsexpected. With release of thenew issuance calendar,uncertainty regarding additionalgovernment borrowing is over.Moreover, excess liquidity ofover Rs.1,00,000 crore andcontinuation of OMO auctionsclubbed with comparativelylower auction quantum ofRs.12,000 crore for the firstseven weeks may result insmooth absorption of additionalsupply. In absence of anynegative factor yields areexpected to remain soft withlong term papers attractinghigher interest owing to lowsupply. However, any adversemovement in US treasury yieldsmay weigh on marketsentiments.

Page 47: Investment Monitor - August Edition

August, 2009 [45]

IntroductionTamilnadu, Andhra Pradesh,

Karnataka and Maharashtra are the

key producing state in the Country.

Orissa, Bihar, Assam and Meghalaya

also play a small role in the

production of Turmeric. China,

Vietnam and Myanmar are main

producing country. These four

countries are world major exporter of

turmeric. Turmeric used for spices,

cosmetics, medicine and also in

medical treatment of cancer.

State Wise Production of Turmeric

Andhra PradeshAndhra Pradesh is the main

producing state in the country.

Nijamabad, Kadapa, Dugrala,

Warangal and Rajmundri are the key

producing state. Due to unfavorable

monsoon condition of weather,

Production of turmeric registered at

18 lacs bag in 2008-09. However

expectation is high for next year.

There are expectations of increase in

production area by 25 percent this

year.

TamilnaduTamilnadu is the second main

producing state in the country. In

2008-09, production of 10 Lacs Bag

only registered, due to lack of interest

in production by farmer. Jan 2010

figure are positive due to timely

monsoon and increase interest in

producing of turmeric. Higher prices

attracted farmer to produce turmeric.

Salem and Erode are key producing

state. Farmer sell their stock in these

Mandis only, as in Karnataka there is

lack of effective buying market.

KarnatakaThird major producing state which

contribute approximately 4 to 5 lacs

bag. Significantly all stocks sell in

Tamilnadu Mandi's , hence the state is

still searching its own presence.

However state is known for the

producing of good quality of

turmeric. Maisur hold its key

production in the state.

MaharashtraIt is fourth producing state,

Nandel,Hingaoli and middle area of

Sangli are main producing area in

state. In 2008-09, production of 5 lacs

bag registered in the state. The top

quality of turmeric named Rajapuri

produced in these areas. Last year

good business was seen in Sangli.

Due to new Cold Storage system,

business in Sangli got affected as they

used old type of storing. The

businessman who wants to buy top

quality of turmeric, gave preference

to Sangli stocks.

Other Turmeric Producing States

Orissa, Bihar, Assam and Meghalaya

produce approximately 3 Lacs bag of

turmeric. District of Ganjam in

Orissa produced approximately 1 lac

bags. Assam also produced around 20

thousand bags in belt of Berpeta, but

its caters to its local demand

only.Meghalaya also contain on an

average 1 lac bags. Approximately

production of 50 thousand bags

contribute by Supol district in Bihar

but the quality of the stock is not very

attractive.

Conclusion

In 2007-08, approximately 42 Lacs

bags production registered in the

country and the total availability of

stock was 54 lacs bags after adding

carry forwarded stock of 12 lac bags.

Country’s consumption and export

comes to approx. 47 to 48 lacs bags of

turmeric. It is expected that,

production of 42 lacs bags for the year

2008-09 can be seen. The total

availability of stock is expected to 48

lacs bags after addition of carry

forwarded stock of 6 Lacs bag which

is equal to demand and supply of the

Country. Adulteration also seen in

turmeric as prices are high. A good

demand coming from the foreign

countries at the time. However equal

demand seen from the Pakistan. In

Pakistan the rates are 120 Rupees per

KG, which will give much upside to

the local prices. Shortage of stock can

influence the prices of turmeric. At

this point of time, plantation has been

done in the areas and increase in

producing areas seen cause farmer

getting good prices in present of their

stock which will add to 10 lac bags

extra in January figures. Therefore we

expect to 50 lac bag plus production.

Page 48: Investment Monitor - August Edition

August, 2009 [46]

History of Primary Equityin India

The culture of investing in

primary equity issue in India is a

long one. For a long time though,

it was restricted to a select group

of investors. It really caught on

the imagination of masses with

Dhirubhai Ambani promoting

Reliance. Investors lapped up

Reliance shares. Any Reliance

group issue still evokes similar

response.

Traditionally the prospects of

secondary market and primary

market go hand in hand. When the

markets were on a strong bull run,

rising from FY03 through FY08,

the equity capital raised through

IPOs and FPOs also rose at a fast

clip. Those were the heady days

for primary market in India. New

issues got oversubscribed many

times over. Listing gains to

investors were phenomenal in

many cases. However the steep

correction thereafter dampened

sentiments. A complete

withdrawal from retail segment

and a cautious stance from

HNI/Institutions led to a sharp

decrease in new issues.

Precipitous fall

Exhibit-1 and Exhibit-2

pictorially display the fall in

primary equity issuance after the

sharp correction in the secondary

market in 2008-09. The capital

markets across the world froze

after Lehman Brothers collapse

and a long drawn decline in

secondary markets was witnessed.

Liquidity was in short supply

across the world. As equity

financing slowed, companies had

to take debt at higher rates. A

combination of slowing demand

and higher outgo for servicing

interest costs was a double

whammy for the companies. This

Raising EquityCapital in 2009

PrimaryMarket

Perspective

Exhibit 1- Capital Raised through Equity Issues

Exhibit 2- Break-up of Capital Raised throughEquity Issues

Page 49: Investment Monitor - August Edition

August, 2009 [47]

led to an adverse effect on

bottomline of companies.

Companies were stuck mid-way

in implementing various projects.

Particularly hit were

infrastructure, construction and

manufacturing companies which

were increasing capacities during

the Bull Run. As the companies

took more debt, the cost debt also

started increasing on account of

increased leverage. Few

companies tried to raise equity

capital but the issues had to be

shelved on account of poor

response.

Turnaround in EquityMarkets

From March 2009 the equity

markets across the world have

shown a remarkable turnaround.

In last three months, markets

across the world have shown

remarkable resilience and have

discounted bad news to go up.

India, in particular, has

outperformed all major markets

across the world. Year to date it is

the best performing major stock

market in the world. After initial

skepticism, even retail investors

are slowly joining the bandwagon

again. After a long lull, the IPO

of Mahindra Holidays & Resorts

India Ltd. (MHRIL) closed to a

good response. It was

oversubscribed in

Institutional/HNI category and

more importantly in the retail

category. This gives rise to

optimism about the recovery in

equity markets.

Will Primary Markets Recover

along with Secondary Markets?

We believe that the time is ripe

for revival of primary market.

The key reasons for our belief are

outlined below.

Revival in SecondaryMarkets

We had noted in the beginning

that the secondary markets and

primary markets go hand in hand.

After the sustained fall of the last

year and the beginning of this

year it appears a double bottom

has been made and markets are

unlikely to fall below the March

lows. Slowly but surely, investor

confidence is rising. Increasingly

a larger number of people are

starting to participate. This is

likely to sustain in our view. A

revival in secondary markets will

have a domino effect on the

primary markets and they are also

likely to spring back to life.

Improvement in MacroOutlook

The macro outlook has improved

over the coming months. There is

a belief that the worst part of

credit crisis is behind us. The fall

in demand has stopped and a

gradual recovery is underway.

Fiscal stimulus is having its

impact. In the last quarter of

FY09 most companies reported

tepid results. But, the data

released since then is positive by

Nifty chart from October lows- Notice it has broken its earlier trend line in March and is now trading in a new range

Page 50: Investment Monitor - August Edition

August, 2009 [48]

and large. The fall in IIP numbers

has halted. Inflation is benign and

within control of the RBI. There

is a fresh impetus from the new

government to reduce fiscal

deficit and increase spending on

infrastructure projects. It is also

widely expected to increase

divestment in public sector

companies, introduce crucial

reform measures and open up the

economy further. This augurs well

for the economy going forward.

Fall in demand hasstopped; OperationalEfficiency Improving

The fall in demand, witnessed

throughout the last year, has

stopped. It is visible across the

sectors, be it Automobile, FMCG

or manufacturing companies.

Although demand recovery to the

highs is still far way off, the

arrest in fall is good news. We

should see a slow recovery from

here. Falling prices of input

materials has led to an

improvement in margins of

companies as is visible in Exhibit

3. EBITDA/Interest cost has also

risen in the last quarter of FY09

indicating a fall in interest costs

for the companies on account of

falling PLR. This turnaround may

well be the inflexion point that

the industry has been waiting for.

Companies need to reduceLeverage

To tide over their need for capital,

Indian companies took on large

levels of debt in 2008 and in

beginning of 2009. This resulted

in high leverage. This is well

evident from Exhibit 6. The

percentage of companies in BSE

500 (non-financial) with

Debt/EBITDA > 4.0x is near its

historical high. This balance sheet

stress needs to be reduced else

interest costs would continue to

be an overhang on profits of the

company. It will also lead to

higher cost of incremental debt

and ability of company to take

more debt should a need arise in

future. Companies thus need to

raise equity capital which will

reduce the high leverage and lead

to more headroom in operation

and working capital management.

Page 51: Investment Monitor - August Edition

August, 2009 [49]

Earlier at the beginning of July,

there was a feeling that there

would be 5% drop in agricultural

crop during FY10, factoring in

lower rainfall until early July.

However, the past four weeks has

seen normal levels of rainfall and

water reservoir levels are higher

year on year. With rapid progress

in sowing activity and higher

prices for agricultural goods, we

believe the impact on GDP

growth will be limited. Higher

stocks of food grains, following

bumper production in FY08-09,

will limit steep food inflation.

Monsoons pick up, butthe north is still aproblemAfter a scary beginning, rainfall

activity over the last one month

has picked up with the rainfall

during the past four weeks about

99% of normal levels. Cumulative

rainfall is 19% lower than

normal. Geographical spread

continues to be uneven with the

northern part of the country

facing drought-like situation

whereas southern/central India

has been receiving normal rains

However, the northern state of

Punjab, Haryana, UP and Bihar

are well irrigated and hence

dependency on rains is lower.

Water reservoir levels upbut crop decline is likely

Despite the deficient rainfall, the

water reservoir level across the

country is now up year on year,

which is big positive surprise.

CMIE, however, predicts a 4.7%

year on year decline in crop

production. We think that the

GDP impact, however, will be

limited thanks to higher minimum

support prices (MSPs). Food

articles inflation is currently at

9% year on year, which will

provide a cushion to the

agricultural component of GDP.

Wheat MSP is up 8% year on year

this season.

Adequate food stocks;runaway food inflationunlikely

During FY08 and FY09, India had

a bumper foodgrain production in

excess of 230m MT leading to

record addition to the government

food stocks. As against annual

requirement of less than 50m MT

of food grains for public

distribution system (PDS) and

other welfare schemes such as the

National Rural Employment

Guarantee Act (NREG) etc, the

government has food stocks of

52.5m MT and steep food

MonsoonRains pick up,

But still not EnoughRains pick up,

But still not Enough

Monsoon

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August, 2009 [50]

inflation appears unlikely

Stimulus will continue todrive rural stocks

Sustained strength in demand has

driven 12-30% outperformance of

consumer staples, two wheelers

and tractor stocks even during the

monsoon season. With concerns

on the 2009 monsoon abating, we

see rural demand remaining

strong. We expect FY10 to see the

full impact of the expansion in

scope/increase in outlay of the

NREG.

How to Read MonsoonData

Generally three measures are used

to assess the success or failure of

monsoons.

•@ Total quantum of rainfall: This

measure gives the rains

received as a proportion of the

Long Period Average (LPA).

According to the IMD, if the

total quantum of rainfall is

less than 90% of the LPA, it is

a drought; 90-96% of the LPA

is below-normal rainfall; 96-

104% of the LPA qualifies as

near normal rains; 104-110%

of the LPA is above normal;

and more than 110% of the

LPA implies excess rains.

•@ Temporal distribution: This

measures the distribution of

rainfall over the entire season.

This indicates whether the

rains were normal all through

the four-month season. For

instance, it is possible for the

total quantum of rainfall to be

normal, but the distribution of

rainfall to have been such that

the first eight weeks’ above-

normal rainfall compensated

for the last eight weeks’

below-normal rainfall. Such a

trend would affect the crop

output; hence, it is important

to check the spread of rainfall

over each month of the season.

•@ Spatial distribution: We have

observed that, at times, while

the total quantum of rainfall is

normal or above normal, the

geographical spread of rainfall

is not consistent. We measure

Historical Total Rain in Jun-Sep (Variation from normal)

Year Actual Rainfall Deviation Final Status

(% of LPA) from LPA (as per IMD)

1995 99.7 -0.3 Near Normal

1996 102.9 2.9 Near Normal

1997 102 2 Near Normal

1998 107.1 7.1 Above Normal

1999 95.8 4.2 Below Normal

2000 92.2 -7.8 Below Normal

2001 92.9 -7.1 Below Normal

2002 79.4 -20.6 Drought

2003 102.1 2.1 Near Normal

2004 87.6 -12.4 Drought

2005 98.8 -1.2 Near Normal

2006 99.4 -0.6 Near Normal

2007 105 5 Above Normal

2008 98 -2 Near Normal

Page 53: Investment Monitor - August Edition

August, 2009 [51]

this trend by monitoring

rainfall over all the major crop

area clusters. For assessing the

overall trend, we calculate the

proportion of cropped area

affected out of the total

cropped area taken up for

cultivation. For this purpose,

the affected area would mean

the area that receives below-

normal rainfall. This is by far

the most important measure of

the impact of rains on

agricultural output.

El-Nino & its Effect onMonsoons

El Nino is a shift in ocean

temperatures and atmospheric

conditions in the tropical Pacific

that disrupts weather around the

world. It is a poorly understood

recurrent climatic phenomenon

that primarily affects the Pacific

coast of South America, but has

dramatic impacts on weather

patterns all over the world.

Pronounced ‘El-Ninyo’, it means

‘the boy’ in Spanish and was

named so by Peruvian fishermen

after the Christ child since its

effects are generally first felt

around Christmas. It is a periodic

warming of the Pacific Ocean that

leads to terrible extremes of

Page 54: Investment Monitor - August Edition

August, 2009 [52]

weather. The precise causes,

intensity, and longevity of El

Nino are not very well

understood. The warm El Nino

phase typically lasts for 8–10

months or so.

Normally, trade winds blow

towards the west, across the

Pacific, pushing warm surface

water away from the South

American coast towards Australia

and The Philippines. Along the

Peruvian coast the water is cold

and nutrient-rich, supporting high

levels of primary productivity,

diverse marine ecosystems, and

major fisheries. During El Nino,

the trade winds relax in the

central and western Pacific. This

allows warm water to accumulate

in the surface, which causes the

nutrients produced by the

upwelling of cold water to

significantly come down, leading

to the killing of plankton and

other aquatic life such as fish and

the starvation of many seabirds.

This is called the El-Nino effect,

which is also responsible for

destructive disruptions of

worldwide weather patterns.

A wide variety of disasters have

been blamed on the El-Nino effect

including a famine in Indonesia in

1983, bush fires in Australia

arising from droughts, rainstorms

in California, and the destruction

of anchovy fishery off the coast

of Peru. During 1982/83 it is said

to have led to the death of some

2000 people worldwide and

caused losses amounting to

approximately 12 billion dollars.

The impact of the 1997/98 spell

of the phenomena was very

damaging. Floods devastated the

Americas, storms hit China,

drought parched Austria, and

forest fires burnt parts of South-

East Asia and Brazil. Indonesia

experienced the worst drought in

the last 50 years and in Mexico,

the town of Guadalajara saw snow

for the first time since 1881. In

the Indian Ocean, it affected the

movement of the monsoon winds.

When pressure is high in the

Pacific Ocean it tends to be low in

the Indian Ocean from Africa to

Australia. This was the first

recognition that changes across

the tropical Pacific and beyond

were not isolated phenomena but

were connected as part of a larger

oscillation.

La Nina

This phenomenon generally

follows an El Nino. La Nina is

sometimes referred to as El Viejo,

The Little Girl, anti-El Nino, or

simply ‘a cold event’ or ‘a cold

episode’. La Nina (pronounced

Lah Nee-Nyah) is the cooling of

water in the Pacific Ocean.

It is characterized by unusually

cold ocean temperatures in the

Equatorial Pacific, compared to

El Nino, which is characterized

by unusually warm ocean

temperatures in the Equatorial

Pacific. Typically, La Nina occurs

roughly half as often as El Nino.

The impacts of La Nina impact on

the global climate and ocean

temperature tend to be opposite

those of El Nino. In the US,

winter temperatures are warmer

than normal in the south-east and

cooler than normal in the north-

west during a La Nina year.

temperatures are warmer than

normal in the Southeast and

cooler than normal in the

Northwest.

Snow and rain is experienced on

the west-coast and unusually cold

weather in Alaska. During this

period there are higher than

normal number of hurricanes in

the Atlantic.

El Nino and La Nina are the most

powerful phenomenon on the

earth and alter the climate across

more than half the planet.

Page 55: Investment Monitor - August Edition

August, 2009 [53]

Page 56: Investment Monitor - August Edition

August, 2009 [54]

I am a new investor in the stock

market. I want to invest Rs2

lakh for six months to one year.

Currently, I am considering

buying shares of Unitech Ltd

and Suzlon Energy Ltd. Please

advise.

Shirish, Nagpur

The stocks you have chosen are

very volatile and I do not

recommend new investors to go in

for such stocks. Since you have

not mentioned your risk profile, it

is difficult for us to comment on

which stocks you should invest

in. However, assuming that you

have an average risk profile, we

would focus more on stocks such

as Punjab National Bank, State

Bank of India, Marico, BHEL,

Tata Power Ltd, SAIL and NTPC.

These stocks have a below-

average risk profile, but above-

average returns are expected.

I hold 1000 shares of Patel

Engineering at a price of

Rs.385. Kindly let me know the

long term and short term

prospects of Patel Engineering?

Janardan, Puri

Patel Engineering has been a

fabulous performer in the current

rally since March 2009 as it rose

from Rs.103 to Rs.472. The stock

has however reached its key

intermediate term resistance in

zone of Rs.465-Rs.485 and is

currently consolidating sideways

just below this level. The shallow

pattern being formed during this

consolidation phase implies

strength in the counter and a

possible breakout to higher levels

in a couple of months if the

overall markets remain steady.

Short term supports are in range

of Rs.325-Rs.350. Investors with

a short to medium term

perspective can hold the stock

with a stop loss at Rs.325. If this

support holds, there can be a rally

to Rs.578-Rs.590 and if crossed

on a weekly closing basis then to

Rs.700-Rs.725.over the next three

to five months. However decline

below Rs.325 will mean an

impending decline to Rs.250-

Rs.270. Investors with a longer

investment horizon can hold with

a deeper stop at Rs.225.

I bought a policy in 2005.

However, I was unable to pay

the premium last year. Can I

have a lapsed policy revived?

Diptosh, Kolkata

Yes, if you provide the insurer

with evidence of good health and

pay all unpaid premiums plus

interest if applicable, your policy

can be revived. This is called

“policy reinstatement” and can be

done within a specified period, as

defined by the company. The key

advantage of reinstating a lapsed

policy is that you pay the original

premium rate (in case there is no

change in your health status).

Should I buy a life insurance

policy even if my employer has

insured me in a group insurance

scheme?

Varun, Nainital

It is always prudent to buy an

individual life insurance policy

because: 1.)The amount of

insurance you are covered for in

the group insurance may not be

sufficient 2.)If you decide to

leave your employer, you may no

longer be covered & 3.)The older

you are when you buy an

individual plan, the higher the

premium.

Do I have to go through a

medical examination when I buy

life insurance? Do I have to

incur the costs?

Shardul, Poona

Usually, an individual buying an

insurance cover for a sum of over

Rs.10 lakh has to undergo a

medical examination. However,

this limit can vary with your age

and the insurance company. The

medical examination costs are

typically borne by the insurance

company.

What is the outlook for Vijaya

Bank in the light of it being

merged with some other bank

such as Canara Bank? I have

500 Vijaya Bank shares,

purchased at Rs.25.00, which is

currently trading around Rs.44.

Will my investment be safe?

Jayant, Raipur

Your investment is definitely safe

as these banks are under state

control. But you may find better

deals in the banking sector and

may convert your holding into

other banks such as Andhra Bank,

Allahabad Bank, Indian Overseas

Bank and Yes Bank with two-

three years’ perspective.

Query Time

Page 57: Investment Monitor - August Edition

August, 2009 [55]

I want to invest Rs.5 lakh for

six-eight years. I am willing to

take a risk as I don’t need this

money for the next six years.

Please suggest whether I should

invest in mutual funds or in

direct equity. In either case

please suggest a portfolio.

Vaishali, Delhi

I think you should invest in a mix

of both mutual funds and equity.

In mutual funds, you may invest

in HDFC Top 200 Fund, DSP

BlackRock Equity Fund, UTI

Wealth Builder Fund - Series II

(G), IDFC Premier Equity (G)

and Tata Infrastructure Fund.

Apart from this, you should

invest in the issues of public

sector units that the government

proposes. I think this will make

your portfolio a rewarding one for

a period of six to eight years.

However, since this is a large

time frame, we would suggest

that you review your portfolio

every year for changes to its

components.

My financial adviser has

recently changed his company

and is asking me to drop the

previous company’s policy and

buy a policy from his new

company. He says it’s better.

What should I do?

Aanchal, Bengaluru

A life insurance plan is an

excellent investment option over

the long term. However, it takes

some time for it to build “cash

value”. Thereafter, it grows into

an excellent savings and

protection product. That is why,

even from a regulatory

perspective, withdrawal options

are allowed only after three years.

When you have spent these three

years with one product, and

discontinue it to start another,

you will have a similar three- to

four- year “building” period with

the next plan. This is not

beneficial for you. Surrender or

withdrawal options after three

years are provided to allow access

to cash in an emergency.

In 2004-05, I took a floating

rate home loan of Rs.25 lakh for

20 years from a private bank,

for which I have been paying

regular EMI. My father has

recently retired. He wants to

give me the remaining loan

amount for the prepayment to

the bank from his

gratuity/pension fund. What is

your advice on this issue?

Should I opt for early closure of

the home loan?

Dharmendra, Siliguri

Prior to taking a decision

regarding loan prepayment, it is

important to know that a housing

loan is a long term loan, which

provides great tax benefits over

its tenure. Customers can avail

tax exemption of up to Rs.1 lakh

per annum on the principal

amount under section 80C of the

Income-tax Act 1961 and upto

Rs.1.5 lakh per annum on the

interest component under section

24(b). This makes the effective

interest rate much lower than

what the customer actually pays.

For example, for a Rs.15 lakh

loan at 9% per annum, the

effective rate is just around 4%

post-tax. Hence, it is advisable

not to prepay the loan. Instead

you may want to invest your

amount in stocks or mutual funds,

which could be more rewarding.

Please consult a RR financial

planner for further guidance.

The insurance company’s letter,

when forwarding a new policy,

mentioned that I had a 15 day free-

look period. I chose to discontinue

the policy, as I believe it was a case

of mis-selling. Am I right in

expecting the company to respect

my wishes? What charges will I

have to pay?

Vikram, Indore

For policyholders’ protection,

the regulator has mandated some

rules. One of these is the “free-

look” period. While forwarding

the policy to the insured, the

insurer is required to inform the

insured that he/she has 15 days

from the date of receipt of the

plan document to review the

terms and conditions. The

insured has the option of

returning the plan, stating the

reasons for objection. If he

does, the policyholder will be

entit led to a refund of the

premium paid less deduction of

proportionate risk cover for the

period on cover and expenses

incurred on medical

examination and stamp duty

charges.

I am a 30-year-old homemaker.

Firstly, do l ife insurance

companies sell life insurance

to housewives and also, do I

really need life insurance?

Rajni, Agra

Yes, there are l ife insurance

plans for stay-at-home mothers.

Most insurance companies sell

l ife insurance to housewives,

but restrict it to a maximum sum

assured, which could differ

across companies. Everyone

wants the comfort of knowing

that their loved ones are

protected. The most direct

impact on your loved ones is

financial and hence the first

person in any family who needs

to be covered is the earning

member. However, a housewife

who manages the household also

has immense value to the family,

though financial computation of

such value is not easy. Hence

you do need insurance to ensure

the continued well being of your

family. Also, please do ensure

that the earning member is

adequately protected before

taking out insurance on your

life.

Page 58: Investment Monitor - August Edition

August, 2009 [56]

STOCKS & TECHNICALSI am an investor in equity market and

has recently subscribed to your

magazine “Investment Monitor”.

From the last three months, I follow

the recommendations, given on the

basis of fundamentals and technicals

of the company, for my investment

strategy for the short as well as

medium term. It helps me to choose

the good investment option at the

right time and to maximize my

benefits.

Kanika Gupta, Delhi

MARKET COMMENTARYI have been the regular reader of your

magazine. This magazine is really

comprehensive and informative for

retail investors like me. It covers all

the areas of securities market. I follow

the market commentary section

regularly to have the snapshot of the

previous month market. Any investor

can easily get all the information

about the actions that have taken place

throughout the last month. This

enables me to make my investment

strategies for the coming months by

taking into consideration the past

scenario.

Ankur Jain, Gujarat

POWER SECTOR I am a regular reader of your

magazine as this is a complete

buisness magazine.In the Last issue

you have given the special report on

Power Sector. I must say that report

was very informative.I always invest

in the energy, power and Capital

goods stocks.This report provides the

insight into the power buisness in

india .Long term investment in this

sector will give good return on the

investment.It would be good if you

continue to give such detailed report

in upcoming issues also.

Rajat, Bikaner

STOCK IDEASStock ideas given in the last issue

were very impressive.I have actually

invested in those particular stocks

and earned handsome result . This

magazine is a complete knowledge

pack for the naive investor like me .I

would appreciate if you can give

some information on the telecome

sector as well.

Saket via e-mail

I am a subscriber of the Investment Monitor magazine. I really appreciateyour efforts in putting together such a magazine for readers like us. In theJuly issue I particularly liked the cover story “Sweet 16”. You gave asixteen stock which can be multibaggers in the coming years. You coveredalmost all the sectors for these sixteen stocks. You also included growthcompanies, turnaround companies, companies led by innovation. Overall itwas excellent set of sixteen companies. A brief write up on the strengths ofthe company and why these stocks are likely to be multibaggers in thecoming years was succinct as well as lucid. A brief financial snapshot wasalso given for comparing the past financial performance of the company.Please continue giving such informative articles. Sanjana, Kanpur

Cover Story | SWEET 16 Mail Box

Page 59: Investment Monitor - August Edition
Page 60: Investment Monitor - August Edition

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