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Page 1: Kompella Stock Investment Adviser October 2015 Edition

IN V E S T M E N T ADVICEKompella Portfolio

IMPRESSIVE PERFORMANCEVol. XXVIII, No.10, OCTOBER 2015 ISSUEIndia’s No.1 Investment Magazine, Since 1987.

AurobindoPharma

CadilaHealthcare

For Free Sample Copy & Subscription visit : www.investmentadvice.in

Cipla GMR Infrastructure

Price : ` ` ` ` `45/-

Jet Airways

MR SUDHIR MEHTACHAIRMAN

TORRENTPOWER

MR H R SRINIVASAN,VICE-CHAIRMAN & MD

TAKESOLUTIONS

DR ASHOK HALDIA,MD & CEO

PTC INDIAFINANCIAL

Page 2: Kompella Stock Investment Adviser October 2015 Edition

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Page 3: Kompella Stock Investment Adviser October 2015 Edition

COVER STORY

KOMPELLA PORTFOLIO INVESTMENT ADVICE3

OCTOBER, 2015

TAKE SOLUTIONS : JUMP IN TOTAL INCOME & PROFITS

Key highlights:•Strategic foray into the trending sphere of big data in the LifeSciences niche through US subsidiary. This will also enable itto stay in step with new and evolving concepts in clinicalresearch.•Geographic expansion in Latin America with a regulatoryhub in Bogota, Columbia to better serve its clients.•Patent win from United States Patent and Trademark Office(USPTO) for our “Method for Optimizing Clinical DataStandardization”. This process leverages TAKE Solutions’Clinical Accelerators to reduce the time taken to standardizetrial data by over 50%.Company backgroundTake Solutions is a leading domain focused technologycompany offering services/solutions to the global market.The company provides cost-effective and comprehensivesolutions for enterprises across diverse sectors includingpharmaceuticals, high technology, consumer packagedgoods, oil/gas, and automotive.The company encompasses specialized lines of businessesunder distinct brands such as Navitas – a pure play LifeSciences company, TAKE Supply Chain & TAKE MEA – flexible,accessible, mobile Supply Chain software solution providers,APA Engineering – an International Sourcing and Engineeringservices company and TAKE Enterprise Services Inc. - aspecialist provider of technology-driven business solutionsand software services.The company’s global headquarters is in Chennai, its U.S.headquarters is located in Princeton, New Jersey. It has aproven track record as a trusted partner in delivering world-class solutions to more than 400 customers worldwide.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 12.00 12.00 - 12.00 12.00 -R&S 512.42 458.05 11.87 512.42 458.05 11.87Networth 524.42 470.05 11.57 524.42 470.05 11.57Return on Nw 7.53 2.76 172.83 13.33 12.34 8.02B.V. (Rs.) 43.70 39.17 11.56 43.70 39.17 11.56F.V. 1.00 1.00 - 1.00 1.00 -T.I. 228.59 161.55 41.50 730.43 815.54 -10.44O.P. 28.75 16.80 71.13 89.81 70.37 27.63G.P. 63.88 30.15 111.87 144.98 139.64 3.82Dep. 19.38 14.50 33.66 59.61 76.88 -22.46PBT 44.50 15.65 184.35 85.37 62.76 36.03Tax 2.60 2.11 23.22 5.44 1.00 444.00PAT 39.50 12.99 204.08 69.88 58.00 20.48EPS (Rs.) 3.29 1.08 204.63 5.82 4.83 20.50DPS (Rs.) 1.00MP (Rs.) 143.10P/E Ratio 10.87PAT margin 17.28 8.04 114.93 9.57 7.11 34.60OP margin 12.58 10.40 20.96 12.30 8.63 42.53

(Consolidated)

Take Solutions Ltd., a global business solutions provider withdomain expertise in Life Sciences (LS) and Supply Chain Management (SCM),has reported excellent working results for the first quarter ended 30th June,2015. For the quarter its Total Income has increased by 42% from Rs.162crsto Rs.229crs while the Operating Profit has jumped by 71% from Rs.17crsto Rs.29crs and Net Profit by 204% from Rs.13crs to Rs.40crs. The EPS forthe quarter is Rs.3/-. Mr Srinivasan H R, Vice-Chairman and MD said,“We are very excited to have started the financial year on a tremendouslybullish note, reporting our best ever quarterly results. This was due to animpressive growth in our order book, especially Life Sciences which re-ported a growth of over 14.5%. Our performance augurs well for theCompany to achieve its long term vision at a time when clients are facingchallenges posed by a constantly evolving LS market.” He further added,“We will also continue to focus on niche areas in Supply Chain Managementwhere we have a competitive advantage. Armed with these developments,we foresee greater success in the quarters to come as we continue tobolster our position as leaders in the niches we operate in.” For the year ithas reported an Operating Profit of Rs.90crs and Net Profit of Rs.70crs ona Total Income of Rs.730crs. The EPS for the year is Rs.6/-. The companyhas strong fundamentals. Its Paid-up Capital is small at Rs.12crs with a highNetworth of Rs.524crs. Its Return on Networth is at 8% for the quarter &13% for the year. Technically the scrip is moving around Rs.140/- with a P/E Ratio of 11 and Book Value of Rs.44/-.

MR H R SRINIVASAN, VICE-CHAIRMAN & MD

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Page 4: Kompella Stock Investment Adviser October 2015 Edition

COVER STORY

KOMPELLA PORTFOLIO INVESTMENT ADVICE4

OCTOBER, 2015

TORRENT POWER : MAINTAINING HIGH GROWTH RATE OF PROFITS

Q1 FY 2015-16 vs Q1 FY 2014-15 :•Recovery of partial fixed cost of its DGEN and UNOSUGENPower Plants due to availability of gas under ‘Scheme forUtilisation of Gas Based Power Generation Capacity’ issuedby Ministry of Power•Recovery of part arrears of unrecovered FPPPA for FY15•Depreciation & interest cost pertaining to DGEN PlantCompany backgroundTorrent Power foresaw the prospects in the power sectormuch before the liberalization, when it took-over an ailingpower cable company in 1989 (now known as Torrent CablesLimited) and successfully turned it around.The high points of Torrent’s foray into power however werethe acquisitions of two of the India’s oldest utilities – TheSurat Electricity Company Ltd and The Ahmedabad ElectricityCompany Ltd. Torrent turned them into first rate power utilitiescomparable with the best, in terms of operational efficienciesand reliability of power supply.Torrent Power Ltd., the Rs. 10,762 Crore integrated powerutility of the Torrent Group, is one of the largest private sectorplayers in the country present in power generation,transmission and distribution. Its current installed generationcapacity is 2002 MW and it distributes nearly 14.01 billionunits to over 2.95 million customers in the cities of Ahmedabad,Gandhinagar and Surat in Gujarat, Bhiwandi in Maharashtraand Agra in Uttar Pradesh. Torrent Power, in its licensedareas in Gujarat, has the distinction of having one of thelowest T&D losses in the country and better reliability indices.Torrent Energy Limited, a wholly-owned subsidiary of theCompany, has installed gas based power generation capacityof nearly 1200 MW. Further, Torrent Solargen Ltd., a wholly-owned subsidiary of the Company, has installed solar powergeneration capacity of 51 MW.With an all-round experience in generation, transmission anddistribution of power, and a proven track record ofimplementing large power projects, Torrent Power is the mostexperienced private sector players in Gujarat.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 472.45 472.45 - 472.45 472.45 -R&S 6083.21 5732.86 6.11 6083.21 5732.86 6.11Networth 6555.66 6205.31 5.65 6555.66 6205.31 5.65Return on Nw 2.65 1.39 90.65 5.49 1.70 222.94B.V. (Rs.) 138.76 131.34 5.65 138.76 131.34 5.65F.V. 10.00 10.00 - 10.00 10.00 -T.I. 3002.97 2562.67 17.18 10422.51 8681.12 20.06O.P. 545.02 275.85 97.58 1385.88 728.90 90.13G.P. 539.13 295.68 82.34 1460.86 829.23 76.17Dep. 217.89 142.67 52.72 720.50 554.37 29.97PBT 321.24 153.01 109.95 740.36 274.86 169.36Tax 146.88 66.11 122.18 377.69 166.96 126.22PAT 173.48 86.24 101.16 359.69 105.26 241.72EPS (Rs.) 3.67 1.83 100.55 7.61 2.23 241.26DPS (Rs.) 1.50 0.50 -MP (Rs.) 181.60P/E Ratio 12.37PAT margin 5.78 3.37 71.51 3.45 1.21 185.12OP margin 18.15 10.76 68.68 13.30 8.40 58.33

Ahmedabad based Torrent Power Ltd. has reportedexcellent working results for the first quarter ended 30th June,2015. For the quarter its Total Income has increased by 17%from Rs.2,563crs to Rs.3,003crs while the Operating Profit hasjumped by 98% from Rs.276crs to Rs.545crs and Net Profit by101% from Rs.86crs to Rs.173crs. The EPS for the quarter isRs.4/-. For the year it has reported an Operating Profit ofRs.1,386crs and Net Profit of Rs.360crs on a Total Income ofRs.10,423crs. The EPS for the year is Rs.8/-. The company hasstrong fundamentals. Its Paid-up Capital is small at Rs.472crswith a high Networth of Rs.6,556crs. Technically the scrip ismoving around Rs.180/- with a P/E Ratio of 12 and Book Valueof Rs.139/-.

MR SAMIR MEHTA,VICE-CHAIRMAN

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MR SUDHIR MEHTA,CHAIRMAN

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Page 5: Kompella Stock Investment Adviser October 2015 Edition

COVER STORY

KOMPELLA PORTFOLIO INVESTMENT ADVICE5

OCTOBER, 2015

PTC INDIA FINANCIAL SERVICES : FINE START

RESULTS HIGHLIGHTSQ1FY2016 vs. Q1FY2015• Total revenue for Q1FY2016 increased by 31% to Rs. 226.59crores compared to Rs. 173.23 crore in Q1FY2015.• Interest Income for Q1FY2016 grew by 30% to Rs. 217.99crores compared to Rs. 167.64 crore in Q1FY2015.• Net Interest Income (NII) for Q1FY2016 grew by 29%, to Rs.101.66 crore compared to Rs. 78.77 crore in Q1FY2015.• Fee based income for the Q1FY2016 grew by 82%, to Rs.7.18 crore compared to Rs. 3.94 crore in Q1FY2015.• Profit After Tax (PAT) for Q1FY2016 grew by 18% to Rs.61.37 crore compared to Rs. 52.13 crore in Q1FY2015.• Yield on loan assets improved to 13.88% during Q1FY2016compared to 13.84% during Q1FY2015 and cost ofborrowings reduced to 9.30% during Q1FY2016 comparedto 9.48% during Q1FY2015.• Net Interest Margin (NIM) and Spread stood at 6.47% and4.58% respectively for Q1FY2016.As at June 30, 2015• Total outstanding loan assets growth at 33% to Rs. 6,582crore as at 30th June 2015 from Rs. 4,956 crore as at 30thJune 2014.• Total debt sanctioned stood at Rs. 11,320 crores.Other Business Highlights• PFS becomes the first institution in India, and the twenty-sixth globally, to sign IFC’s master cooperation agreement.This collaboration will provide infrastructure financing facilityfor renewable energy projects in India and help standardizesteps that lenders take when co-financing projects with IFC.• PFS raised money through issuance of Non-ConvertibleDebentures (NCDs) – Series 4 by way of private placementfor Rs. 213.50 crores, redeemable over a period of 10 years.The issue has been fully subscribed by International FinanceCorporation.• PFS raised money through issuance of NCDs – Series 5 byway of private placement for Rs.150 crores, redeemableover a period of 7 years. The issue has been fully subscribedby FMO, Dutch Development Bank.Company backgroundPFS is a non-banking finance company promoted by PTCIndia Limited. PFS has been granted the status of anInfrastructure Finance Company (“IFC”) by the Reserve Bankof India. The Company offers an array of financial productsto infrastructure companies in the entire energy value chain.PFS also provides fee based services viz loan syndicationand underwriting etc.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 562.08 562.08 - 562.08 562.08 -R&S 875.09 786.81 11.22 875.09 786.81 11.22Networth 1437.17 1348.89 6.54 1437.17 1348.89 6.54Return on Nw 4.27 3.86 10.62 11.19 15.40 -27.34B.V. (Rs.) 25.57 24.00 6.54 25.57 24.00 6.54F.V. 10.00 10.00 - 10.00 10.00 -T.I. 226.59 173.23 30.80 801.89 546.14 46.83G.P. 94.89 73.18 29.67 249.58 289.20 -13.70Dep. 1.05 1.03 1.94 4.27 4.31 -0.93PBT 93.84 72.15 30.06 245.31 284.89 -13.89Tax 32.48 20.02 62.24 84.44 77.17 9.42PAT 61.37 52.13 17.72 160.88 207.72 -22.55EPS (Rs.) 1.09 0.93 17.20 2.86 3.70 -22.70DPS (Rs.) 1.00MP (Rs.) 42.95P/E Ratio 9.85PAT margin 27.08 30.09 -10.00 20.06 38.03 -47.25GP margin 41.88 42.24 -0.85 31.12 52.95 -41.23

PTC India Financial Services Ltd., a leading Infrastructure Finance Company,has made fine start for the first quarter ended 30th June, 2015. For the quarter its TotalIncome has increased by 31% from Rs.173crs to Rs.227crs while the Gross Profit hasincreased by 30% from Rs.73crs to Rs.95crs and Net Profit by 18% from Rs.52crs toRs.61crs. Commenting on the performance for Q1 FY2016, Dr. Ashok Haldia, MD &CEO said “We have started the financial year on a good note with growth in revenuesand profitability during the quarter. We expect this momentum to continue in the comingquarters as investments in infrastructure sector pick up pace and at the same time, weare equally focused on maintaining the asset quality of our portfolio.” For the year it hasreported an Gross Profit of Rs.250crs and Net Profit of Rs.161crs on a Total Income ofRs.802crs. The EPS for the year is Rs.3/-. The company has strong fundamentals. ItsPaid-up Capital is small at Rs.562crs with a high Networth of Rs.1,437crs. Its Return onNetworth is at 11% for the year. Technically the scrip is moving around Rs.40/- with a P/E Ratio of 10 and Book Value of Rs.26/-.DR ASHOK HALDIA, MD & CEO

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Page 6: Kompella Stock Investment Adviser October 2015 Edition

PHARMA STOCK

KOMPELLA PORTFOLIO INVESTMENT ADVICE6

OCTOBER, 2015

AUROBINDO PHARMA : ENCOURAGING PERFORMANCE

Key Consolidated Financial Highlights for Q1 FY2015-16 on Y-o-Y basis:•Total Operating Income up by 14.1% to Rs.3320.4 Crores(Rs.2911.1 Crores)•Operating Profit (EBIDTA) before Fx at 21.8% (22.6%)•Operating Profit (EBIDTA) before Fx up10.1% to Rs.724.7Crores (Rs.658.2 Crores)•PBT before Fx up by 15.1% to Rs.643.8 Crores (Rs.559.3Crores)•PAT after minority interest Rs.432.4 Crores (Rs.415.4 Crores)•Basic & diluted EPS is Rs.14.81 (Rs.14.25) and Rs.14.80(Rs.14.24)•Formulation Sales up by 15.9% to Rs.2637.1 Crores(Rs.2275.0 Crores)•API Sales up by 7.9% to Rs.723.0 Crores (Rs.670.3 Crores)•Formulations Sales constitute 78.5% (77.2%%) and API21.5% (22.8%) of gross sales•Interim Dividend @ 50% i.e., Rs.0.50 per equity share ofRs.1/- for the year 2015-16Global Regulatory filingsThe following approvals in USA (201 cumulative approvalsincluding 27 tentative by USFDA) and Canada (72 cumulativeapprovals including 4 tentative by Health Canada) werereceived during the quarter ended 30th June 2015:USA1. Sildenafil Injection (Gx- Revatio®) 10mg/12.5mL (0.8mg/mL) - Single-use Vials - Palmonary Hypertension- Final2. Atracurium Besylate Injection USP, [Multiple Dose Vial]100mg/10mL (10mg/mL) – Anesthetic agent - Final3. Atracurium Besylate Injection USP, [Single Dose Vial] 50mg/5mL (10mg/mL) – Anesthetic agent - Final4. Cefixime for Oral Suspension USP (Gx-Suprax®) 100mg/5mL and 200mg/5mL – Antibiotic – Final5. Metronidazole Tablets USP (Gx-Flagyl®) 250mg and 500mg- Anti-infective – Final6. Extended Phenytoin Sodium Capsules USP (Gx-Dilantin®)100mg – CNS – Final

7. Azithromycin for Injection USP (Gx-Zithromax®) 500mg/vial - Anti-infective – Final8. Entacapone Tablets USP (Gx-Comtan®) 200mg - Parkinson’s disease -FinalCanada1. Rizatriptan Tablets 10mg – Treatment of migraine – Final2. Rizatriptan Benzoate Orally Dispersible Tablets 5mg & 10mg – Treatmentof migraine – Final3. Rosuvastatin Calcium Tablets 5mg, 10mg, 20mg & 40mg – CVS – Final4. Risedronate Sodium Tablets 150mg – Osteoporosis – FinalCompany backgroundAurobindo Pharma, headquartered at Hyderabad, manufactures genericpharmaceuticals and active pharmaceutical ingredients. The company’smanufacturing facilities are approved by several leading regulatoryagencies like US FDA, UK MHRA, Japan PMDA, WHO, Health Canada,MCC South Africa, ANVISA Brazil. The company’s robust product portfoliois spread over 6 major therapeutic/product areas encompassingAntibiotics, Anti-Retroviral, CVS, CNS, Gastroenterological, Painmanagement and Anti-Allergic, supported by an outstanding R&D set-up.The Company is marketing these products globally, in over 150 countries.

Aurobindo Pharma Ltd. has reported encouraging working results for the firstquarter ended 30th June, 2015. For the quarter its Total Income has increased by 14%from Rs.2,911crs to Rs.3,320crs while the Operating Profit has increased by 12% fromRs.567crs to Rs.636crs and Net Profit by 4% from Rs.415crs to Rs.432crs. Commentingon the Company’s performance, Mr. N. Govindarajan, MD said, “We are pleased to initiatethe year with broad based growth across most business verticals. We continue on ourefforts towards higher degree of differentiation including specialty generics and activepharmaceutical”. For the year it has reported an Operating Profit of Rs.2,231crs and NetProfit of Rs.1,576crs on a Total Income of Rs.12,121crs. The EPS for the year is Rs.54/-(1:1 Cum-Bonus). The company has strong fundamentals. Its Paid-up Capital is small atRs.29crs with a high Networth of Rs.5,156crs. Its Return on Networth is high at 8% for thequarter and 31% for the year. Technically the scrip is moving around Rs.740/- (1:1 Ex-Bonus).MR N GOVINDARAJAN, MD

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 29.20 29.15 - 29.20 29.15 -R&S 5126.70 3721.00 37.78 5126.70 3721.00 37.78Networth 5155.90 3750.15 37.49 5155.90 3750.15 37.49Return on Nw 8.39 11.08 -24.28 30.56 31.27 -2.27B.V. (Rs.) 176.57 128.65 37.25 176.57 128.65 37.25F.V. 1.00 1.00 - 1.00 1.00 -T.I. 3320.36 2911.07 14.06 12120.52 8099.79 49.64O.P. 635.54 567.32 12.02 2231.01 1821.96 22.45G.P. 707.33 651.53 8.56 2500.47 1845.05 35.52Dep. 89.11 90.83 -1.89 332.61 312.53 6.42PBT 618.22 560.70 10.26 2167.86 1532.52 41.46Tax 186.53 146.43 27.39 596.60 363.45 64.15PAT 432.44 415.43 4.09 1575.77 1172.85 34.35EPS (Rs.) 14.81 14.25 3.93 53.96 40.23 34.13DPS (Rs.) 0.50 4.50MP (Rs.) 741.95 (XB)P/E Ratio -PAT margin 13.02 14.27 -8.76 13.00 14.48 -10.22OP margin 19.14 19.49 -1.80 18.41 22.49 -18.14

(Consolidated)

Note: Recently it has issued 1:1 Bonus. As a result, the capital has doubled. B Vand EPS are Cum-Bonus.

Page 7: Kompella Stock Investment Adviser October 2015 Edition

PHARMA STOCK

KOMPELLA PORTFOLIO INVESTMENT ADVICE7

OCTOBER, 2015

CADILA HEALTHCARE : EXCELLENT PERFORMANCE

Q1 Performance highlightsFor the first quarter ended June 30, 2015, the company hasreported total operating income of Rs. 2,500 crore, up by22% from Rs. 2,050 crore in the corresponding quarter of theprevious year on a consolidated basis. The net profit is up by47% to Rs. 353 crore from Rs. 240 crore in the first quarter of2014-15.The company’s formulations business in the US grew by 37%.During the quarter, the group filed 6 additional ANDAs withthe USFDA and launched one new product in the US.In the Indian formulations market, the company launched 12new products, including line extensions, of which 4 productswere the first to be launched in India.Taking its breakthrough therapy, Lipaglyn (Saroglitazar) toglobal forums, the group presented new clinical data onLipaglyn at the American Association of ClinicalEndocrinologists (AACE) 24th Annual Scientific and ClinicalCongress at Nashville, Tennessee, USA and at the 75th AnnualScientific Sessions of the American Diabetes Association(ADA) in Boston, Massachusetts, USA, during the quarter.The Board has approved the proposal to sub-divide existingequity shares of face value Rs. 5/- each into 5 equity sharesof face value Re. 1/- each, subject to requisite approvals.Company backgroundCadila Healthcare is a fully integrated, global healthcareprovider, with strengths all along the pharmaceutical valuechain. With a core competence in the field of healthcare, itprovides total healthcare solutions ranging from formulations,active pharmaceutical ingredients and animal healthcareproducts to wellness products.Recently, the group launched Exemptia, the world’s firstbiosimilar for Adalimumab, the largest selling therapy worldwidefor inflammatory arthritis. Zydus is also the only Indian pharmacompany to launch its own patented NCE – Lipaglyn, theworld’s first drug to be approved for the treatment of diabeticdyslipidemia.The group’s origin can be traced to 1952 when it was foundedby Late Mr. Ramanbhai B. Patel, a first-generation entrepreneurand one of the stalwarts of the Indian Pharmaceutical Industry.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 102.37 102.37 - 102.37 102.37 -R&S 4149.17 3336.62 24.35 4149.17 3336.62 24.35Networth 4251.54 3438.99 23.63 4251.54 3438.99 23.63Return on Nw 8.31 6.98 19.05 27.06 23.37 15.79B.V. (Rs.) 207.66 167.97 23.63 207.66 167.97 23.63F.V. 5.00 5.00 - 5.00 5.00 -T.I. 2500.65 2050.12 21.98 8651.34 7224.03 19.76O.P. 527.83 308.41 71.15 1468.46 998.91 47.01G.P. 606.88 367.26 65.25 1732.78 1143.47 51.54Dep. 73.68 67.70 8.83 287.25 201.23 42.75PBT 533.20 299.56 77.99 1445.53 942.24 53.41Tax 172.29 52.44 228.55 259.42 106.01 144.71PAT 353.39 240.21 47.12 1150.59 803.59 43.18EPS (Rs.) 17.26 11.73 47.14 56.20 39.25 43.18DPS (Rs.) 12.00 9.00 -MP (Rs.) 2038.80P/E Ratio 29.53PAT margin 14.13 11.72 20.56 13.30 11.12 19.60OP margin 21.11 15.04 40.36 16.97 13.83 22.70

Cadila Healthcare Ltd., has reported excellent working re-sults for the first quarter ended 30th June, 2015. For the quarter its TotalIncome has increased by 22% from Rs.2,050crs to Rs.2,501crs whilethe Operating Profit has jumped by 71% from Rs.308crs to Rs.528crsand Net Profit by 47% from Rs.240crs to Rs.353crs. The EPS for thequarter is Rs.17/-. For the year it has reported an Operating Profit ofRs.1,468crs and Net Profit of Rs.1,151crs on a Total Income ofRs.8,651crs. The EPS for the year is Rs.56/-. The company has strongfundamentals. Its Paid-up Capital is small at Rs.102crs with a high Networthof Rs.4,251crs. Its Return on Networth is high at 8% for the quarter and27% for the year. Technically the scrip is moving around Rs.2040/- witha P/E Ratio of 30 and Book Value of Rs.208/-.

MR PANKAJ R PATEL, CMD

In 1995, the group restructured its operations and Cadila Healthcarecame into being under the aegis of the Zydus group. Zydus Cadila, today,is spearheaded by Mr. Pankaj R. Patel, the CMD of the group.From a turnover of Rs. 250 crores in 1995, the group posted revenues ofover Rs. 8600 crores in FY15. The group had posted a turnover of Rs.4600 crores in FY 11, making it a billion dollar company. It aims to be aleading global healthcare provider with a robust product pipeline andaspires to post revenues of Rs. 10000 crore by 2015-16 and be aresearch-based pharmaceutical company by 2020.12345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567123456789012345678901234567890121234567890123456712345678901234567890123456789012123456789012345671234567890123456789012345678901212345678901234567

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J J A S

Page 8: Kompella Stock Investment Adviser October 2015 Edition

PHARMA STOCK

KOMPELLA PORTFOLIO INVESTMENT ADVICE8

OCTOBER, 2015

CIPLA : FINE START

Key Financial & Performance Highlights Q1 FY15-16 vis-a-vis Q1 FY14-15:• Income from operations grew by 41.6% to Rs. 3,853 cr, upfrom Rs. 2,720 cr• EBITDA grew by 91.8% to Rs. 1039 cr, up from Rs. 542 cr• Profit after tax grew by 120.9% to Rs. 651 cr, up from Rs.295 cr(Current year figures include the relevant results of Cipla’ssubsidiaries from the date they became subsidiary of thecompany and therefore the corresponding figures for theprevious period are not comparable).Profit & Loss Highlights:• Material cost is at 32.5% of income from operations in Q1FY15-16 as compared to 37.7% in Q1 FY14-15• EBIDTA as % of income from operations increased to 27% inQ1 FY15-16 from 19.9% in Q1 FY14-15• Profit after tax grew by 120.9% to Rs. 651 cr, up from Rs.295 cr in Q1 FY14-15• The results for the current period includes one-off revenuefrom the US marketPerformance Review:Domestic business:• Domestic sales grew by 8.4% to Rs. 1,397 cr during Q1FY15-16, up from Rs. 1,289 cr during Q1 FY14-15• The growth in domestic sales was largely on account ofgrowth in Respiratory, Anti-infectives, Cardiac and GastroIntestinal therapiesInternational business:• Exports of formulations increased by 78.5% to Rs. 2,174 crduring Q1 FY15-16, from Rs. 1,218 cr during Q1 FY14-15.• Exports of APIs increased by 47% to Rs. 206 cr during Q1FY15-16, from Rs.140 cr during Q1 FY1415.

Company backgroundCipla is a global pharmaceutical company which uses cutting edgetechnology and innovation to meet the everyday needs of all patients. Formore than 70 years, Cipla has emerged as one of the most respectedpharmaceutical names in India as well as across more than 150 countries.Cipla’s portfolio includes over 1500 products in various therapeuticcategories with one quality standard globally. Cipla’s turnover in 2014-15was 1.7 billion USD.Whilst delivering a long-term sustainable business, Cipla recognises itsduty to provide affordable medicines. Cipla’s emphasis on access forpatients was recognized globally for the pioneering role played in HIV/AIDS treatment as the first pharmaceutical company to provide a triplecombination anti-retroviral (ARV) in Africa at less than one dollar a dayand thereby treating many millions of patients since 2001.Cipla’s research and development focuses on developing innovativeproducts and drug delivery systems and has given India and the worldmany ‘firsts’ for instance Triomune. In a tightly regulated environment, thecompany’s manufacturing facilities have approvals from all the mainregulators including US FDA, UKMHRA, WHO, MCC, ANVISA, and PMDAwhich means the company provides one universal standard bothdomestically and internationally.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 160.62 160.58 0.02 160.59 160.58 0.01R&S 10619.68 9880.80 7.48 10619.68 9880.80 7.48Networth 10780.30 10041.38 7.36 10780.30 10041.38 7.36Return on Nw 6.04 2.93 106.14 10.95 13.83 -20.82B.V. (Rs.) 134.23 125.06 7.33 134.26 125.06 7.36F.V. 2.00 2.00 - 2.00 2.00 -T.I. 3852.77 2720.00 41.65 11345.44 10173.39 11.52O.P. 910.20 416.38 118.60 1656.99 1760.41 -5.87G.P. 1036.56 548.85 88.86 2158.96 2252.68 -4.16Dep. 128.79 125.40 2.70 504.71 372.64 35.44PBT 907.77 423.45 114.37 1654.25 1880.04 -12.01Tax 250.28 101.88 145.66 400.03 463.38 -13.67PAT 650.61 294.58 120.86 1180.77 1388.41 -14.96EPS (Rs.) 8.10 3.67 120.71 14.71 17.29 -14.92DPS (Rs.) 2.00MP (Rs.) 643.10P/E Ratio 19.85PAT margin 16.89 10.83 55.96 10.41 13.65 -23.74OP margin 23.62 15.31 54.28 14.60 17.30 -15.61

(Consolidated)

Cipla Ltd. has made fine start for the first quarter ended 30th June, 2015.For the quarter its Total Income has increased by 42% from Rs.2,720crs toRs.3,853crs while the Operating Profit has jumped by 119% from Rs.416crs toRs.910crs and Net Profit by 121% from Rs.295crs to Rs.651crs. The EPS for thequarter is Rs.8/-. For the year it has reported an Operating Profit of Rs.1,657crsand Net Profit of Rs.1,181crs on a Total Income of Rs.11,345crs. The EPS for theyear is Rs.15/-. The company has strong fundamentals. Its Paid-up Capital issmall at Rs.161crs with a high Networth of Rs.10,780crs. Its Return on Networthis at 6% for the quarter and 11% for the year. Technically the scrip is moving aroundRs.645/- with a P/E Ratio of 20 and Book Value of Rs.134/-.

MR SUBHANU SAXENA, MD

Page 9: Kompella Stock Investment Adviser October 2015 Edition

STOCK OF THE MONTH

KOMPELLA PORTFOLIO INVESTMENT ADVICE9

OCTOBER, 2015

GMR INFRASTRUCTURE : IMPROVED PERFORMANCE

Q1 FY2016 Performance Highlights• Cash Profit has increased to Rs. 60 Cr during Q1FY16, anincrease of Rs. 565 Cr over sequential qtr and 259 Cr overcorresponding qtr.• EBIDTA improved to Rs. 855 Cr in Q1FY16 compared to Rs.613 Cr in Q1FY15 - 39% growth in EBITDA.• 370 MW gas based Vemagiri Power Plant (GVPGL) hascommenced operation and is expected to further improve theperformance in the coming qtr.• In Power Sector the Thermal plants have started stabilizingits operations and have recorded healthy PLF’s.• Airports Sectors have shown consistent growth with robusttraffic increase over last and corresponding qtr.Financial Highlights• EBIDTA improved to Rs. 855 Cr in Q1FY16 compared to Rs.613 Cr in Q1FY15 - 39% growth in EBITDAEBITDA in Energy Sector has increased 2.65 times from Rs.43 Cr to Rs 114 Cr in Q1FY16o Increased EBIDTA in Kamalanga Power plant from Rs. 35 Crto Rs. 66 Cr due to higher PLF (increased from 36% to 58%)o Increased EBITDA in EMCO Power plant from Rs. 19 Cr toRs. 42 Cr due to improved operational performanceEBITDA in Airport Sector has increased from Rs. 412 Cr toRs. 543 Cro Airport Sector has been buoyed by traffic growth in Delhiand Hyderabad Airport.o Improved Non Aeronautical revenues to the extent of Rs.86 Cr (duty free contribution of Rs. 38 Cr)• EBITDA margins have improved to 36% in Q1FY16 from27% in corresponding quarter previous year• Losses reduced by 37% over corresponding quarter: Betteroperating margins from Power plants and robust trafficgrowth in Airports have contributed to reduction in losses toRs. 410 Cr in Q1FY16 compared to loss of Rs. 652 Cr inQ1FY15.• Improved Performance of EMCO & Kamalanga: Performanceof EMCO and Kamalanga power plants have been makingsteady progress with Q1 PLF of 70% and 58% respectively.• Interest Costs comes down: Owing to deleveraging andrefinancing efforts of the group, Interest in absolute termshas reduced by Rs. 62 Cr over last quarter.• 9% growth in Revenues over Corresponding quarter: GrossRevenue increased by 9% to Rs. 2,966 Cr from Rs. 2,731 Cr.Business Highlights• Rights Issue proceeds used towards Deleveraging: Rights

Issue of Rs. 1,402 Cr was concluded in the quarter, of which approx. Rs.1,100 Cr used towards repayment of Corporate Debt.• Hybrid Till for Hyderabad Airport: Directive given to the regulator (AERA)to adopt a Hybrid Till with 30% cross subsidization for the tariffdetermination of GMR Hyderabad International Airport.• GMR Airports increases its stake in Delhi Airport - GMR Airports Limitedon May 25, 2015 has acquired 10% equity stake in Delhi InternationalAirport Pvt. Limited (DIAL) from Malaysia Airports (Mauritius) Private Limited.With the acquisition of stake from MAMPL, GAL equity stake in DIAL hasincreased to 64%.• GVPGL commences operation under “Scheme for Utilization StrandedGas based power plants”: GVPGL has successfully commenced theoperations from Wednesday, 12 Aug 2015 under the scheme. The plant iscurrently running at a PLF of 95%. GMR Rajahmundry Energy the 768 MWgas based plant has also won imported gas supply through thegovernments reverse auction process for one of its units (384MW).• Robust Traffic Growth in Airports Sector - Delhi Airport and HyderabadAirport has recorded traffic of 11.5 mn (an increase of 13% YoY) and2.95 mn (an increase of 23% YoY) respectively. During the period DelhiAirport recorded highest passenger traffic ever of 3.95 mn in a monthwhile Hyderabad Airport crossed the 1 mn passenger mark.• Hyderabad MRO catering to all major Indian Carriers – GMR AerospaceEngineering Co. Ltd a 100% subsidiary of Hyderabad Airport have addedIndigo and Jet Airways in the current quarter to the list of Indian Carriersthat it is providing maintenance service. With this the facility is providingservices to 4 of the largest private carriers in India (incl Spice Jet andGoAir).• Ground breaking ceremony of Mactan Cebu International Airport held on29th June 2015 – GMR Megawide consortium has taken over possessionof land for construction of the terminal building.• GMR Airports signs a MoU with Oman Airport Company for provision ofORAT (Operational Readiness and Transfer), maintenance and operationssupport.• In-principle approval obtained for Kamalanga Power Plant under 5/25scheme of RBI

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 529.58 389.24 36.05 436.13 389.24 12.05R&S 4305.77 6095.18 -29.36 4305.77 6095.18 -29.36Networth 4835.35 6484.42 -25.43 4741.90 6484.42 -26.87Return on Nw - - - - 0.15 -B.V. (Rs.) 9.13 16.66 -45.20 10.87 16.66 -34.75F.V. 1.00 1.00 - 1.00 1.00 -T.I. 2966.01 2731.39 8.59 11087.68 10653.22 4.08O.P. 400.90 159.64 151.13 742.11 1110.42 -33.17G.P. 96.80 -171.88 - -993.88 1729.65 -Dep. 454.34 453.27 0.24 1812.53 1454.99 24.57PBT -357.54 -625.15 - -2806.41 274.66 -Tax 52.87 26.50 99.51 152.81 166.25 -8.08PAT -429.45 -593.20 - -2733.29 10.01 -EPS (Rs.) - - - - -MP (Rs.) 13.10P/E Ratio -PAT margin - - - - 0.09 -OP margin 13.52 5.84 131.51 6.69 10.42 -35.80

GMR Infrastructure Ltd., a leading global infrastructure conglomerate withinterests in Airport, Energy, Transportation and Urban Infrastructure has reported im-proved working results for the first quarter ended 30th June, 2015. For the quarter it hasreported an Operating Profit of Rs.401crs against Rs.160crs and Net Loss of Rs.429crsagainst Rs.593crs on a Total Income of Rs.2,966crs against Rs.2,731crs over Q1FY15.For the year it has reported an Operating Profit of Rs.742crs and Net Loss of Rs.2,733crson a Total Income of Rs.11,088crs. The company has strong fundamentals. Its Paid-upCapital is small at Rs.530crs with a high Networth of Rs.4,835crs. Technically the scripis moving around Rs.13/- with a Book Value of Rs.9/-.

MR G M RAO, CHAIRMAN

Page 10: Kompella Stock Investment Adviser October 2015 Edition

STOCK OF THE MONTH

KOMPELLA PORTFOLIO INVESTMENT ADVICE10

OCTOBER, 2015

GVK POWER : IMPROVED PERFORMANCE

Financial Highlights:GVKPIL registered a consolidated total income from operationsof Rs. 999.03 Crore for the quarter ended June 30, 2015, asagainst Rs. 712.67 Crore during the corresponding quarter ofthe previous year recording an increase of 40%. EBIDTA at aconsolidated level for the year stood at Rs. 400.51 Crore asagainst Rs. 254.45 Crore in the previous year recording anincrease of 57.40%. EBIDTA margin at consolidated levelimproved to 40% as compared to 36% in previous year. Netloss at consolidated level for the quarter ended June 30,2015 is Rs. 123.92 Crore as against Rs. 281.33 Crore in thecorresponding quarter of the previous year. The losses forthe quarter are attributable mainly to the restricted supply ofgas for Jegurupadu Phase I and Gautami Power Plant and nilsupply to Jegurupadu Phase II Power Plant as a result ofwhich the plants did not operate at full capacity and higherinterest cost on acquisition loans.Operational HighlightsAirportsMIAL-Mumbai International Airport Private Limited recordedrevenue of Rs. 662.94 Crore for the quarter ended June 30,2015 as against that of Rs. 561.06 Crore for the same periodin previous year registering an increase of 18.16%. Net lossfor the quarter ended June 30, 2015 is Rs. 16.33 Crore asagainst net loss of Rs. 244.54 Crore in the correspondingquarter of the previous year.BIAL – Bangalore International Airport Limited recorded arevenue of Rs. 264.27 Crore for the quarter ended June 30,2015 as against Rs 182.80 Crore for the previous yearregistering an increase of 44.57%. EBIDTA margin improvedto 70% as compared to 58% in previous year. Net adjustedprofit for the quarter ended June 30, 2015 is Rs. 88.18 Croreas against net loss of Rs. 30.05 Crore for the previous year.PT GVK Services - PT GVK Services, BALI has recordedrevenue of Rs. 11.78 Crore for the quarter ended June 30,2015 as against Rs. 6.92 Crore for the previous year registeringan increase of 70.23%. Net profit for the quarter ended June30, 2015 is Rs. 4.14 Crore as against Rs. 0.97 Crore in thecorresponding quarter of the previous year.Transportation - GVK Jaipur Expressway Private Limitedrecorded revenue of Rs. 81.38 Crore for the quarter endedJune 30, 2015 as against Rs. 70.54 Crore for the previous

year registering an increase of 15.37%. Net profit for the quarter endedJune 30, 2015 is Rs. 27.38 Crore as against Rs.18.96 Crore in the previousyear. Traffic increased by 8.26% over the same period in the previousyear.Energy: The three gas based projects i.e. 464 MW GVK Gautami PowerLimited and 235 MW Phase I & 220 MW Phase II projects of GVK IndustriesLimited and one Hydel power project i.e. 330 MW Alaknanda Hydro PowerCompany Limited have recorded revenue of Rs.242.93 Crore for thequarter ended June 30, 2015 as against Rs. 74.16 Crore for the previousyear. This improvement is mainly due to commencement of commercialoperation of Alaknanda Hydro Power Company Limited during the quarter,limited operation of one unit of Gautami Power in the month of April’15 onRLNG and improved gas supply to Jegurupadu Phase-1 plant of GVKIndustries Limited. Net loss for the quarter ended June 30, 2015 is Rs.55.88 Crore as against Rs.48.20 Crore in the previous year. One Gasbased plant with a capacity of 220 MW was not in operation due tostoppage of gas supply from KG basin.Company backgroundGVK is a leading Indian conglomerate with presence across energy,resources, airports, transportation, hospitality and life sciences sectors.GVK set up India’s first independent power plant and has around 6000MW projects under generation and development. It is the first company inIndia to develop six-lane road project under PPP model and has around3000 lane km expressway projects under operations and development.As one of India’s largest private sector airport operators, GVK handlesover 45 mppa through India’s first brownfield airport under PPP model -Chhatrapati Shivaji International Airport, Mumbai and KempegowdaInternational Airport, Bengaluru and is developing two airports in Indonesia.Having already invested over USD 4.3 billion, GVK has projects worthover another USD 6.6 billion in the pipeline, in India. It has acquiredAustralian Coal Mines in Queensland with 8 bt reserves for USD 1.26billion and envisages an investment of USD 10 billion for setting up mines,500 km rail project and 60 mtpa port project which will form one of theworld’s largest integrated coal mining operations.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 157.92 157.92 - 157.92 157.92 -R&S 1780.76 2620.26 -32.04 1780.76 2620.26 -32.04Networth 1938.68 2778.18 -30.22 1938.68 2778.18 -30.22B.V. (Rs.) 12.28 17.59 -30.19 12.28 17.59 -30.19F.V. 1.00 1.00 - 1.00 1.00 -T.I. 999.03 712.67 40.18 3049.65 2820.93 8.11O.P. 173.13 -245.40 - 34.11 508.39 -93.29G.P. -32.26 -364.57 - -572.15 -162.09 -Dep. 185.98 176.66 5.28 705.55 437.71 61.19PBT -218.24 -541.23 - -1277.70 -275.62 -Tax -15.58 -119.52 - -109.22 144.60 -PAT -123.92 -281.33 - -834.68 -368.68 -MP (Rs.) 6.85

(Consolidated)

GVK Power & Infrastructure Ltd., a leading Indian conglomerate withpresence across energy, resources, airports, transportation, hospitality andlife sciences sectors has reported improved working results for the first quar-ter ended 30th June, 2015. For the quarter it has reported an Operating Profit ofRs.173crs against Operating Loss of Rs.245crs and Net Loss of Rs.124crsagainst Rs.281crs on a Total Income of Rs.999crs against Rs.713crs overQ1FY15. For the year it has reported an Operating Profit of Rs.34crs and NetLoss of Rs.835crs on a Total Income of Rs.3,050crs. The company has strongfundamentals. Its Paid-up Capital is small at Rs.158crs with a high Networthof Rs.1,939crs. Technically the scrip is moving around Rs.7/- with a BookValue of Rs.12/-.

DR G V K REDDY, CMD

Page 11: Kompella Stock Investment Adviser October 2015 Edition

INVESTMENT SCRIPS

KOMPELLA PORTFOLIO INVESTMENT ADVICE OCTOBER, 201511

INVESTMENT SCRIPS:

SHIPPING CORPORATION OF INDIA : RECOVERING

The following fundamentally strong scrips may be considered forlong term investment at a sharp fall in a technically weak market.

3. SUN PHARMA

4. TITAN INDUSTRIES

1. ITC

2. SKS MICROFINANCE

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Page 12: Kompella Stock Investment Adviser October 2015 Edition

CONTENTS

KOMPELLA PORTFOLIO INVESTMENT ADVICE12

CONTENTS

COVER STORY 3-5TAKE SOLUTIONS 3TORRENT POWER 4PTC INDIA FINANCIAL SERVICES 5

PHARMA STOCKS 6-8AUROBINDO PHARMA 6CADILA HEALTHCARE 7CIPLA 8

STOCKS OF THE MONTH 9-10GMR INFRASTRUCTURE 9GVK POWER 10

INVESTMENT SCRIPS 11ITC 11SKS MICROFINANCE 11SHIPPING CORPORATION 11SUN PHARMA 11TITAN INDUSTRIES 11

EDITORIAL 13

STOCK VALUATIONS 14-17

JUNE QUARTER PERFORMANCE 18-23

MARCH QUARTERPERFORMANCE 24-28

FUNDAMENTALSREADY REFERENCE 29-38

FY15 PERFORMANCE 39-43

DECEMBER QUARTERPERFORMANCE 44-47

TECHNICAL ANALYSIS 49GMR INFRASTRUCTURE 49GVK POWER 49

INDEX 50BSE SENSEX 50NSE NIFTY 50

SPECIAL REPORTS 51-58

OCTOBER, 2015

IMPRESSIVE PERFORMANCETake Solutions Ltd., a global business solutions provider with domain expertise in Life Sciences (LS) and Supply Chain

Management (SCM), has reported excellent working results for the first quarter ended 30th June, 2015. For the quarter its Total Income hasincreased by 42% from Rs.162crs to Rs.229crs while the Operating Profit has jumped by 71% from Rs.17crs to Rs.29crs and Net Profitby 204% from Rs.13crs to Rs.40crs. The EPS for the quarter is Rs.3/-.

Ahmedabad based Torrent Power Ltd. has reported excellent working results for the first quarter ended 30th June, 2015. Forthe quarter its Total Income has increased by 17% from Rs.2,563crs to Rs.3,003crs while the Operating Profit has jumped by 98% fromRs.276crs to Rs.545crs and Net Profit by 101% from Rs.86crs to Rs.173crs. The EPS for the quarter is Rs.4/-.

PTC India Financial Services Ltd., a leading Infrastructure Finance Company, has made fine start for the first quarter ended 30th

June, 2015. For the quarter its Total Income has increased by 31% from Rs.173crs to Rs.227crs while the Gross Profit has increased by30% from Rs.73crs to Rs.95crs and Net Profit by 18% from Rs.52crs to Rs.61crs.

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To cover your Company/ Bank in our Magazine, please mail a copyof your Annual Report, Results, Press Release, Investor Presentation

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AMARA RAJA BATTERIES 51HDFC 52JET AIRWAYS 53

OIL INDIA 54ONGC 55TATA MOTORS 56-57TNPL 58

Page 13: Kompella Stock Investment Adviser October 2015 Edition

EDITORIAL

KOMPELLA PORTFOLIO INVESTMENT ADVICE13

BSE Sensex at 26,154.83 on 30.09.2015 NSE Nifty at 7,948.90 on 30.09.2015

(Established in 1986 )

KOMPELLA PORTFOLIOINVESTMENT ADVICE

OWNERS:KOMPELLA FINANCE & INVESTMENT

CONSULTANTS LIMITED

Managing Director & EditorK. V. Satyanarayana

Wholetime DirectorMrs. K. Radha Kumari

DD/Cheque should be drawn in Favour ofKompella Finance & Investment

Consultants Ltd.,and payable at Hyderabad.

Add `̀̀̀̀25/- for Outstation Cheques & Mail to:

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Either the owner or the publisher or the Editor doesnot take any financial responsibility for any loss dueto buy/hold/sell/book profit/apply etc.,recommendations. Investors are advised to use theirown discretion while taking market decisions.

Jurisdiction : HYDERABAD

Printed and Published by Mr. K.V.Satyanarayana onbehalf of KOMPELLA FINANCE & INVESTMENTCONSULTANTS LTD. Printed at Sri Vani Press,Hyderabad, and Published from Plot No.A-31, JournalistColony, Jubilee Hills, Hyderabad-500 033.

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(SINCE 1987) VOL. XXVIII NO.10, OCTOBER, 2015.

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MARKET IS MOVING IN A NARROW RANGE

OCTOBER, 2015

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The BSE Sensex has decreased from 26,283.09 on 31.08.2015to 26,154.83 on 30.09.2015 -i.e., decrease of 0.49% in one month. TheNSE Nifty has decreased from 7,971.30 on 31.08.2015 to 7,948.90 on30.09.2015 -i.e., decrease of 0.28% in one month. The RBI has announcedan interest rate cut of 0.5% which is positive news for the market. Lowerinterest rates may reduce the interest burden of high debt companies andencourage new projects to take fresh loans. The lower interest rates mayalso increase the money supply into the economy to stimulate growthrate. However, small savers, fixed income group, pensioners and old agepeople will suffer from lower rate of interest. If the rate of inflation fallsfurther, the fixed income group may not suffer much. The unfavourablebehaviour of the South West monsoon may badly affect the agriculturaloutput and as a result, the prices of essential commodities may rise.Lower oil and commodity prices at global level may benefit the economythrough lesser import bill. However, the exporters will suffer. As the ModiGovt. is positive for economic reforms the markets are expected to bepositive.

Years India Overseas(Airmail)

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Subscription Rates for Online Edition: OIL MARKETING COMPANIES

The Oil marketing companies such as BPCL, HPCL and IOCLhave reported highly improved performance for the June quarter due toderegulation of diesel and petrol prices. For instance, BPCL has reportedan operating profit of Rs.3281crs for the quarter against Rs.966crs - ie.,239% jump. The Net Profit for the quarter has nearly doubled toRs.2376crs aginst Rs.1216% - ie., 95% up. The EPS for the quarter isRs.33/- against Rs.17/-. The EPS for the full year is Rs.70/-. BPCL has asmall equity of Rs.723crs against a high Networth of Rs.22,467crs as on31st March 2015. Technically, the scrip is moving around Rs.850/- with aBook Value of Rs.311/- and P/E Ratio of 12. HPCL has also reportedhighly impressive working results for the June quarter. It has achieved aOP of Rs.2312crs for the quarter against Rs. 0.18crs in the correspondingperiod of three months previous year. The PAT for the quarter is Rs.1588crsagainst Rs.46crs. The EPS for the quarter is Rs.47/- against Re.1/-. Forthe year ended 31st March 2015, it has reported an OP of Rs.3692crsagainst Rs.2970crs - ie., 24% up. The Net Profit is Rs. 2733crs againstRs.1734crs - ie., 58% up. The EPS is Rs.81/- against Rs.51/-. HPCL hasstrong fundamentals. The paid-up capital is small at Rs.339crs againsthigh Networth of Rs.16,022crs. Technically, the scrip is moving aroundRs.775/- with high Book Value of Rs.473/- and low P/E ratio of 10. IndianOil Corporation has also achieved highly impressive working results forthe June quarter. It has achieved an Operating Profit of Rs.8957crs againstRs.2202crs ie., 307% up. Similarly it has reported a Net Profit ofRs.6436crs against Rs. 2523crs - ie., 155% up. The EPS for the quarteris Rs.27/- against Rs.10/-. The last full year EPS is Rs.22/-. IOCL hasstrong fundamentals. It has a paid-up capital of Rs.2428crs against highnetworth of Rs.67970crs. Technically the scrip is moving around Rs.400/- with a BV of Rs.280/- and P/E Ratio of 18.

Page 14: Kompella Stock Investment Adviser October 2015 Edition

STOCK VALUATIONS

KOMPELLA PORTFOLIO INVESTMENT ADVICE14

OCTOBER, 2015

STOCK VALUATIONSYear ended 31st March, 2015

EPS(Rs.)

Equity(Rs. crs)

Networth(Rs. crs)

RoNW(%)

P/E RatioCompany/ Bank(Face Value)

PBT(Rs. crs)

BV(Rs.)

OP(Rs. crs)

TO/ TI(Rs. crs)

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

PAT(Rs. crs)

MP(Rs.)

28.09.15

P/BV

3M India (10) 11 808 13 1840 154 165 108 96 113.97 10941 717 15.26

Aditya B. Nuvo (10) 130 12868 11 26516 3688 2325 1416 109 19.79 2157 989 2.18

Akzo Nobel (10) 47 919 20 2527 209 275 186 40 33.50 1340 197 6.80

Alembic Pharma (2) 38 885 32 2056 - 359 283 15 45.80 687 47 14.62

Allcargo Log. (2) 25 1793 13 5629 318 317 240 19 15.47 294 142 2.07

Amara Raja Batt (1) 17 1700 24 4230 594 610 411 24 40.88 981 100 9.81

Amrutanjan (2) 3 95 16 167 21 24 15 10 41.40 414 65 6.37

Asian Paints (1) 96 4742 29 14183 1969 2077 1395 15 52.93 794 49 16.20

Astra Mic. (2) 16 290 21 634 85 81 61 7 16.00 112 35 3.20

Aurobindo (1) 29 5156 31 12121 2231 2168 1576 54 13.83 747 177 4.22

Axis Bank (2) 474 44677 16 43844 13385 11057 7358 31 16.35 507 188 2.70

Bajaj Auto (10) 289 10692 26 21612 3849 4085 2814 97 23.44 2274 370 6.15

Bajaj Finance (10) 50 4810 19 5382 3569 1357 898 179 26.94 4823 959 5.03

Bajaj Finserv (5) 80 10961 15 7587 5472 3246 1690 106 16.33 1731 689 2.51

Bajaj Holdings (10) 111 13393 15 524 478 513 2029 182 8.60 1566 1203 1.30

Bank of Baroda (2) 444 38848 9 47366 9915 5421 3398 15 12.27 184 175 1.05

Bank of India (10) 666 26494 6 47853 7488 1795 1709 26 5.23 136 398 0.34

Bharat Forge (2) 47 3444 22 7625 1078 1122 764 33 27.48 907 148 6.13

Biocon (5) 100 3270 15 3090 475 624 497 25 17.72 443 163 2.72

BPCL (10) 723 22549 21 242599 6751 7690 4807 66 13.39 884 312 2.83

Britannia Inds (2) 24 1242 55 7858 719 950 689 57 51.25 2921 104 28.09

Cadila Health (5) 102 4252 27 8651 1468 1446 1151 56 36.95 2069 208 9.95

Cairn India (10) 1875 58870 8 14646 5953 5109 4480 24 6.17 148 314 0.47

Can Fin Homes (10) 27 771 11 817 748 137 86 32 27.03 865 290 2.98

CARE (10) 29 359 38 261 154 197 138 48 23.31 1119 124 9.02

Cera Sanitary (5) 7 352 19 822 102 101 68 52 36.50 1898 271 7.00

Chola Invest. (10) 144 2674 17 3689 666 666 444 31 20.65 640 186 3.44

City Union Bank (1) 60 2696 15 3103 693 521 395 7 13.14 92 45 2.04

Coal India (10) 6316 40353 34 74120 15016 21584 13727 22 14.05 309 64 4.83

Colgate (1) 14 770 73 3982 747 780 559 41 23.12 948 57 16.63

Container Corp (10) 195 7587 14 6149 991 1318 1055 54 24.48 1322 389 3.40

Cummins India (2) 55 2887 27 4406 655 937 786 28 39.11 1095 104 10.53

CYIENT (5) 56 1844 19 2736 330 446 353 31 18.42 571 164 3.48

Dabur India (1) 176 3354 32 7827 1201 1319 1066 6 45.83 275 19 14.47

DCB Bank (10) 282 1534 12 1588 277 208 191 7 20.29 142 54 2.63

Dewan Hsg (10) 146 4636 13 5982 - 943 621 43 4.81 207 318 0.65

Dr.Reddy’s Labs (5) 85 11130 20 14819 2629 2816 2218 130 32.24 4191 653 6.42

Emami (1) 23 1231 39 2217 506 592 486 21 53.38 1121 54 20.76

Engineers India (5) 168 2632 12 1741 204 477 313 9 20.89 188 78 2.41

Page 15: Kompella Stock Investment Adviser October 2015 Edition

STOCK VALUATIONS

KOMPELLA PORTFOLIO INVESTMENT ADVICE15

OCTOBER, 2015

STOCK VALUATIONSYear ended 31st March, 2015

EPS(Rs.)

Equity(Rs. crs)

Networth(Rs. crs)

RoNW(%)

P/E RatioCompany/ Bank(Face Value)

PBT(Rs. crs)

BV(Rs.)

OP(Rs. crs)

TO/ TI(Rs. crs)

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

PAT(Rs. crs)

MP(Rs.)

28.09.15

P/BV

Federal Bank (2) 171 7733 13 8298 1628 1521 1006 12 5.33 64 90 0.71

Force Motors (10) 13 1317 8 2364 66 125 101 77 29.42 2265 999 2.27

GAIL (10) 1268 34023 9 60704 4218 4492 3071 24 12.17 292 268 1.09

G E Shipping (10) 151 7431 10 3438 - 798 748 50 7.32 366 493 0.74

Glaxo Pharma (10) 85 1852 25 3288 602 749 472 56 59.23 3317 219 15.15

Godrej Con. (1) 34 4311 21 8276 1278 1249 907 27 43.33 1170 127 9.21

Godrej Inds (1) 34 3227 12 9231 388 519 402 12 29.25 351 96 3.66

Granules India (1) 20 431 21 1293 156 128 91 4 34.50 138 21 6.57

Grasim Inds (10) 92 23081 8 32847 3581 3443 1744 190 18.16 3450 2512 1.37

Gruh Finance (2) 73 711 29 1060 - 301 204 6 43.50 261 20 13.05

Gujarat Fluro. (1) 11 4180 14 5341 750 826 585 53 12.58 667 380 1.76

HDFC (2) 315 45072 19 48316 10042 10117 8763 56 20.93 1172 286 4.10

HDFC Bank (2) 501 62009 16 57466 17404 15329 10216 41 25.51 1046 247 4.23

Hindustan Zinc (2) 845 43353 19 14788 6775 9570 8178 19 7.26 138 103 1.34

HSIL (2) 14 1323 6 1981 207 134 85 12 22.67 272 183 1.49

HUL (1) 216 4021 109 31972 5091 6320 4363 20 39.55 791 19 41.63

ICICI Bank (2) 1160 80422 14 61267 19720 15820 11175 19 14.11 268 139 1.93

ICRA (10) 10 429 15 322 89 100 65 65 63.14 4104 429 9.57

Idea Cellular (10) 3598 23027 14 31571 5508 4933 3193 9 15.89 143 64 2.23

IDFC (10) 1593 17275 10 9640 7921 2346 1707 11 12.82 141 108 1.31

Indra. Gas (10) 140 2098 21 3681 644 649 438 31 14.97 464 150 3.09

IndusInd Bank (10) 529 10254 17 12096 3098 2709 1794 34 27.09 921 194 4.75

Insecticides Ind (10) 13 293 19 964 97 64 55 43 9.33 401 231 1.74

Inox Wind (10) 222 1392 21 2710 437 389 296 13 26.85 349 63 5.54

ITC (1) 802 31679 31 38835 13174 14362 9663 12 26.58 319 40 7.98

Jamna Auto (10) 40 180 16 1095 63 47 29 7 32.00 224 45 4.98

JK Cement (10) 70 1617 9 3399 296 144 144 21 30.10 632 231 2.74

JK Tyre (2) 45 1401 24 7384 773 486 330 15 6.67 100 62 1.61

JM Financial (1) 78 2438 14 1392 926 517 331 4 10.75 43 31 1.39

JSW Steel (10) 242 22229 8 52972 5968 2539 1797 74 11.69 865 920 0.94

Jyothy Labs (1) 18 780 16 1515 130 125 121 7 43.86 307 43 7.14

Kajaria Ceram. (2) 16 741 24 2187 298 270 176 22 35.36 778 93 8.37

Kaveri Seed (2) 14 754 40 1161 295 310 301 44 9.82 432 109 3.96

Kotak Mah. Bank (5) 386 22138 14 21423 4756 4550 3045 39 16.44 641 287 2.23

L&T (2) 186 40894 12 92005 8713 7217 4765 51 28.04 1430 440 3.25

LIC Housing (2) 101 7818 18 10669 1973 2102 1386 27 15.67 423 155 2.73

LMW (10) 11 1282 17 2488 211 301 220 195 17.79 3469 1137 3.05

Lupin (2) 90 8874 27 12770 3185 3415 2403 53 38.38 2034 197 10.32

M&M Fin. Ser. (2) 113 5943 15 6021 4003 1400 913 16 14.38 230 105 2.19

Page 16: Kompella Stock Investment Adviser October 2015 Edition

STOCK VALUATIONS

KOMPELLA PORTFOLIO INVESTMENT ADVICE16

OCTOBER, 2015

STOCK VALUATIONSYear ended 31st March, 2015

EPS(Rs.)

Equity(Rs. crs)

Networth(Rs. crs)

RoNW(%)

P/E RatioCompany/ Bank(Face Value)

PBT(Rs. crs)

BV(Rs.)

OP(Rs. crs)

TO/ TI(Rs. crs)

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

PAT(Rs. crs)

MP(Rs.)

28.09.15

P/BV

Magma Fincorp (2) 38 1655 11 2354 1424 223 181 9 9.44 85 87 0.98

Marico (1) 65 1825 31 5733 786 822 573 9 44.22 398 28 14.21

Maruti Suzuki (5) 151 20978 18 49971 4243 4868 3711 123 36.88 4536 694 6.54

MCX (10) 51 1202 10 222 62 170 125 25 38.08 952 236 4.03

MindTree (10) 84 2012 27 3562 607 691 536 64 23.58 1509 240 6.29

MM Forgings (10) 12 238 21 503 75 69 51 42 12.95 544 197 2.76

Motherson Sumi (1) 88 3314 26 35032 2282 1817 862 10 23.90 239 38 6.29

Nandan Denim (10) 46 259 20 1097 106 71 51 11 11.91 131 57 2.30

Natco Pharma (10) 33 846 16 825 166 134 135 41 58.63 2404 255 9.43

NMDC (1) 396 32257 20 12365 7593 9747 6401 16 5.81 93 81 1.15

NTPC (10) 8245 82094 12 80622 11948 10456 9986 12 10.08 121 100 1.21

Oberoi Realty (10) 328 4634 7 923 473 498 317 10 26.20 262 141 1.86

ONGC (5) 4278 178916 10 160895 24305 27370 18334 21 10.71 225 209 1.08

Page Inds (10) 11 387 51 1543 301 293 196 176 74.99 13198 347 38.03

Persistent Sys. (10) 80 1406 21 1891 296 390 291 36 18.89 680 176 3.86

P C Jeweller (10) 179 1990 19 6349 701 539 378 21 16.62 349 111 3.14

Pennar Inds. (5) 60 402 9 1446 118 67 36 3 15.67 47 33 1.42

P I Industries (1) 14 896 27 1940 323 355 246 18 35.44 638 66 9.67

PNB (2) 371 34496 9 52206 11955 3957 3062 17 7.94 135 186 0.73

Power Grid (10) 5232 38439 13 17659 9906 6399 5046 10 12.70 127 73 1.74

REC (10) 987 25073 21 20384 7386 7552 5344 54 4.81 260 254 1.02

Reliance Cap (10) 253 13324 8 8787 3799 1231 1001 40 9.00 360 527 0.68

Reliance Infra (10) 263 26172 7 17198 2078 1384 1800 68 5.09 346 68 5.09

RIL (10) 3236 217948 11 375435 25817 30996 23566 73 11.42 834 674 1.24

SAIL (10) 4131 43588 5 45844 2859 2393 2118 5 10.40 52 106 0.49

SBI (1) 747 128438 10 174973 38914 19314 13102 18 13.28 239 172 1.39

Shilpi Cable (10) 103 519 31 3213 252 178 160 16 4.31 69 51 1.35

Shriram City (10) 66 4216 14 3562 2172 867 571 87 20.21 1758 642 2.74

Shriram Trans. (10) 227 9266 11 9177 6322 1650 1028 45 19.76 889 408 2.18

Sintex Inds. (1) 42 4698 11 7035 950 713 529 12 8.50 102 111 0.92

Skipper (1) 10 320 28 1313 193 137 89 9 16.11 145 31 4.68

SKS Microfin. (10) 126 1046 18 724 394 194 188 15 25.67 385 83 4.64

SML Isuzu (10) 14 303 12 1106 46 49 37 26 44.35 1153 209 5.52

SMS Pharma (10) 8 259 14 579 69 67 35 42 15.17 637 306 2.08

Sonata Soft. (1) 11 428 31 1682 165 182 134 13 11.38 148 41 3.61

Sun Pharma (1) 207 26459 17 27433 6769 6404 4541 22 39.14 861 128 6.73

Sundaram Clay (5) 10 1235 17 11340 478 478 212 105 17.12 1798 610 2.95

Page 17: Kompella Stock Investment Adviser October 2015 Edition

STOCK VALUATIONS

KOMPELLA PORTFOLIO INVESTMENT ADVICE17

OCTOBER, 2015

STOCK VALUATIONSYear ended 31st March, 2015

EPS(Rs.)

Equity(Rs. crs)

Networth(Rs. crs)

RoNW(%)

P/E RatioCompany/ Bank(Face Value)

PBT(Rs. crs)

BV(Rs.)

OP(Rs. crs)

TO/ TI(Rs. crs)

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

PAT(Rs. crs)

MP(Rs.)

28.09.15

P/BV

Sundaram Fin. (10) 111 3750 15 4238 2585 860 576 52 28.90 1503 338 4.45

Sutlej Textiles (10) 16 558 21 1878 162 148 115 70 6.37 446 341 1.31

Suven Life (1) 13 559 19 521 159 152 109 9 28.22 254 44 5.77

Tata Coffee (1) 19 793 15 1691 290 266 120 6 15.17 91 42 2.17

Tata Global (1) 63 5452 5 7993 642 500 248 4 31.75 127 86 1.48

Tata Motors (2) 644 56239 25 262796 25850 21703 13986 43 6.63 285 175 1.63

TCS (1) 196 50635 39 94648 22683 26298 19852 101 25.68 2594 259 10.02

Tech Mahindra (5) 480 12127 22 22621 3541 3618 2628 27 21.22 573 126 4.55

Thermax (2) 24 2267 15 4697 406 497 336 28 31.36 878 190 4.62

Torrent Pharma (5) 85 2491 30 4653 829 940 751 44 31.75 1397 147 9.50

Torrent Power (10) 472 6556 5 10423 1386 740 360 8 22.38 179 139 1.29

TTK Prestige (10) 12 644 14 1388 130 133 92 79 47.95 3788 553 6.85

Tube Inv. (2) 37 2328 18 9698 1064 1003 424 23 17.52 403 124 3.25

TVS Motor (1) 48 1645 21 10098 451 456 348 7 33.14 232 35 6.63

UltraTech Cem. (10) 274 19041 11 24349 3222 2986 2098 76 35.76 2718 694 3.92

UPL (2) 86 5860 20 12091 1938 1410 1144 27 16.81 454 137 3.31

Voltas (1) 33 2102 18 5183 382 514 384 12 20.92 251 64 3.92

Wipro (2) 494 40798 21 47318 9542 11168 8653 35 16.94 593 165 3.59

Yes Bank (10) 418 11680 17 13618 3250 2910 2005 48 15.21 730 280 2.61

Zensar Tech. (10) 44 1157 23 2656 350 366 265 60 13.17 790 261 3.03

Zicom Elect. (10) 20 364 14 1108 109 60 51 25 4.88 122 180 0.68

Zydus Well. (10) 39 406 27 431 92 120 109 28 29.18 817 104 7.86

Gillette India (10) 33 643 8 1750 49 81 51 16 299.81 4797 197 24.35

P&G (10) 32 1003 30 2051 386 460 302 93 64.51 5999 309 19.41

Shree Cement (10) 35 4711 17 5887 840 815 787 226 50.13 11329 1352 8.38

Supreme Inds (2) 25 1038 27 3962 - 414 283 22 27.82 612 82 7.46

Symphony (2) 7 233 42 466 136 136 99 28 65.18 1825 67 27.24

MRF (10) 4 4518 20 13198 1505 1339 898 2118 19.47 41243 10655 3.87

Siemens (2) 71 4375 14 10663 365 844 603 17 75.12 1277 123 10.38

ABB India (2) 42 2812 8 7733 443 355 229 11 95.91 1055 133 7.93

Ambuja Cem. (2) 310 10103 15 9978 1419 1783 1496 10 20.30 203 65 3.12

Castrol India (5) 247 497 96 3392 681 726 475 10 43.80 438 10 43.80

Foseco (10) 6 98 25 263 35 38 25 38 32.87 1249 153 8.16

Year ended 30th June, 2014

Year ended 30th Sept., 2014

Year ended 31st Dec., 2014

Page 18: Kompella Stock Investment Adviser October 2015 Edition

JUNE QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE18

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

3M India 11 519 463 12 59 38 55 73 51 45 40 25 60Aban Offshore 12 982 1028 -4 425 457 -7 361 335 8 135 153 -12ABB India 42 1932 1822 6 113 98 15 126 101 25 57 48 19Aditya Birla Nuvo 130 6820 6207 10 1121 792 42 1123 851 32 397 264 50Advanta 18 306 318 -4 43 43 - 36 29 21 21 15 40Alembic Pharma 38 583 494 18 - - - 101 96 6 70 65 8Allahabad Bank 571 5396 5518 -2 1242 1220 2 - - - 147 113 30Allcargo Log. 25 1478 1321 12 101 76 33 185 146 27 75 49 53Amara Raja Batt. 17 1145 1029 11 175 145 21 212 181 17 122 106 15Ambuja Cements 310 2510 2720 -8 235 464 -49 458 706 -35 227 409 -45Amrutanjan Health 3 29 26 12 1.48 -0.13 - 3 1 184 1.7 0.73 133Andhra Bank 603 4529 4205 8 825 626 32 - - - 203 107 90APL Apollo Tyres 23 965 742 30 48 44 9 40 34 17 22 20 10Apollo Hospital 70 1265 1054 20 136 116 17 158 144 10 91 83 10Apollo Tyres 51 2845 3236 -12 414 324 28 504 405 24 291 228 28Arvind 258 1877 1773 6 164 174 -6 146 152 -4 58 91 -36Ashoka Buildcon 79 630 630 - 126 99 27 79 98 -20 12 37 -68Asian Paints 96 3623 3362 8 614 487 26 748 571 31 455 339 34ASM Tech. 5 28 28 - 5 5 - 5 4 26 3 3 -Aurobindo Pharma 29 3320 2911 14 636 567 12 707 652 9 432 415 4Avanti Feeds 9 603 480 26 62 38 63 71 41 76 46 26 77Axis Bank 475 12234 9980 23 4092 2896 41 - - - 1978 1667 19Bajaj Auto 289 5613 5252 7 1061 856 24 1576 1144 38 1015 740 37Bajaj Elec. 20 1009 888 14 53 29 83 42 16 163 20 6 233Bajaj Finance 54 1646 1244 32 1090 818 33 434 328 32 276 211 31Bajaj Finserv 80 2212 1629 36 1590 1152 38 937 667 41 467 319 46Bajaj Holdings 111 163 172 -5 151 167 -10 154 170 -9 613 522 17Balmer Lawrie 29 749 725 3 43 29 48 59 44 33 33 25 32Bank of Baroda 444 12244 11683 5 2202 2480 -11 - - - 1052 1362 -23Bata India 64 680 622 9 71 82 -13 90 105 -14 92 59 56Berger Paints 69 1121 1060 6 125 93 34 147 113 30 77 57 35BGR Energy 72 894 635 41 73 64 14 68 53 28 11 9 22Bharat Forge 47 1129 988 14 282 218 29 354 276 28 195 145 34Biocon 100 833 725 15 154 122 26 231 190 22 126 103 22Bosch 31 2558 2378 8 410 357 15 593 529 12 344 307 12BPCL 723 51966 66794 -22 3281 966 240 4033 2349 72 2376 1216 95Brigade Ent. 113 353 190 86 80 35 129 64 35 84 24 7 243Britannia Inds 24 2019 1787 13 261 138 89 306 190 61 190 114 67Butterfly Gandhi. 18 234 108 117 13 8 63 9 3 221 4.17 0.17 2353Cadila Healthcare 102 2501 2050 22 528 308 71 607 367 65 353 240 47Cairn India 1875 2627 4483 -41 414 2333 -82 1852 1440 29 835 1093 -24Can Fin Homes 27 243 176 38 223 163 37 51 30 74 32 19 68Canara Bank 515 12253 11728 4 2004 1795 12 - - - 479 807 -41Carborundum Uni. 19 496 522 -5 57 49 16 81 68 18 33 27 22CARE 29 48 43 12 23 19 21 27 35 -22 17 27 -37Castrol India 247 924 914 1 267 179 49 291 197 48 185 124 49CCL Products 27 220 176 25 42 29 45 47 33 43 30 20 50Central Bank 1658 7099 6928 2 893 974 -8 - - - 204 192 6Century Enka 22 303 305 -1 31 15 107 30 29 4 14 9 56

Page 19: Kompella Stock Investment Adviser October 2015 Edition

JUNE QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE19

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

Century Plyboards 22 371 363 2 57 37 54 55 41 33 40 26 54Cera Sanitaryware 7 194 162 20 25 21 19 28 24 15 16 14 14Chaman Lal Setia 9 131 129 2 16 5 220 16 5 221 10 3 233Cheviot Company 5 57 52 10 8 2 300 15 5 173 10 4 150Chola. Investment 144 987 866 14 172 144 19 177 150 18 111 96 16Cigniti Tech. 25 130 77 69 17 7 143 20 8 159 11 6 83Cipla 161 3853 2720 42 910 416 119 1037 549 89 651 295 121City Union Bank 60 811 754 8 197 173 14 - - - 112 99 13CMC 30 672 593 13 78 78 - 101 77 31 56 58 -3Coal India 6316 19518 18306 7 4387 4289 2 6365 6476 -2 3764 4033 -7Colgate 14 1010 957 6 177 177 - 179 200 -10 114 135 -16Container Corporat. 195 1421 1270 12 197 249 -21 368 381 -4 207 262 -21Corporation Bank 168 5335 5215 2 809 698 16 - - - 204 231 -12CPCL 149 9053 12989 -30 1001 -108 - 984 -98 - 924 510 81Cummins India 55 1314 1045 26 198 161 23 278 285 -3 211 212 -Cyient 56 726 622 17 74 70 6 117 100 17 75 69 9Dabur 176 2069 1869 11 289 241 20 358 294 22 261 211 24Dr.Reddy’s Labs 85 3758 3518 7 771 647 19 - - - 626 550 14Eicher Motors 27 2917 2245 30 352 229 54 437 301 45 222 157 41EIH 114 302 284 6 11 10 10 53 41 28 20 6 233Elecon Eng. 22 257 268 -4 14 7 100 19 13 49 4 -7 -Elgi Equipments 16 327 324 1 21 16 31 30 23 30 14 13 8Emami 23 590 482 22 77 71 8 100 96 4 88 71 24Essar Oil 1450 16340 24855 -34 1560 1155 35 1305 926 41 1063 691 54Ester Inds. 42 211 234 -10 15 12 25 15 11 44 4 2 100Eveready Inds. 36 348 324 7 30 23 30 30 24 27 16 11 45Exide Inds. 85 1800 1909 -6 229 259 -12 269 300 -10 155 185 -16Finolex Cables 31 588 572 3 60 42 43 78 60 30 48 35 37Finolex Inds. 124 633 663 -5 115 111 4 114 86 32 70 50 40Force Motors 13 640 545 17 35 15 133 69 47 48 36 19 89Foseco India 6 76 66 15 13 9 44 14 11 29 9 6 50G E Shipping 151 947 808 17 343 224 53 515 398 30 324 223 45GAIL (India) 1268 12565 13372 -6 736 811 -9 959 1124 -15 424 621 -32GATI 18 416 397 5 21 31 -32 23 30 -25 8 12 -33GHCL 100 587 560 5 131 114 15 95 93 2 61 61 -Glaxo. Consumer 42 1045 966 8 184 153 20 254 210 21 155 130 19Glaxo. Pharma 85 629 662 -5 105 109 -4 148 154 -4 93 98 -5GMR Infra 530 2966 2731 9 401 160 151 101 -172 - -429 -593 -Godrej Consumer 34 2098 1889 11 292 220 33 292 224 31 199 143 39Godrej Inds. 34 2511 2326 8 118 103 15 141 148 -5 94 78 21Goldstone Infra. 14 22 21 5 3 2 50 3 2 87 2 1 100Granules India 20 346 311 11 47 41 15 56 46 21 27 23 17Grasim Inds. 92 8599 8045 7 1014 860 18 1360 1361 - 485 487 -Greaves Cotton 49 381 423 -10 51 36 42 77 50 53 43 29 48GSFC 80 1084 1243 -13 132 138 -4 168 181 -8 101 108 -6Guj. Pipavav Port 483 185 168 10 75 82 -9 104 98 7 80 81 -1Guj. State Pet. 563 259 231 12 184 153 20 217 181 20 113 85 33Gujarat Fluorochem. 11 1413 891 59 207 129 60 227 133 71 74 44 68Gulf Oil Corp. 10 27 24 13 3 2 50 8 10 -18 5 8 -38

Page 20: Kompella Stock Investment Adviser October 2015 Edition

JUNE QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE20

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

Gulf Oil Lub. 10 230 226 2 33 28 18 33 28 17 20 18 11GVK Power 158 999 713 40 173 -245 - -32 -365 - -124 -281 -Hatsun Agro Prod. 11 867 703 23 53 18 194 64 26 145 29 7 314HDFC 315 11436 10039 14 2449 2125 15 2472 2137 16 2204 1873 18HDFC Bank 502 16503 13071 26 4850 3844 26 - - - 2696 2233 21HDIL 419 267 250 7 189 235 -20 72 81 -12 59 58 2Heritage Foods 23 578 506 14 20 10 100 25 15 71 11 5 120HIL 7 404 361 12 59 46 28 69 56 22 39 31 26Himatsingka Seide 49 469 503 -7 64 43 49 53 36 46 41 22 86Hindalco Inds. 207 8575 7997 7 545 561 -3 470 627 -25 107 328 -67Hindustan Zinc 845 3630 3007 21 1487 1150 29 2222 2062 8 1921 1618 19Hi-Tech Gears 19 115 100 15 10 5 100 16 11 41 7 3 133HPCL 339 51803 59237 -13 2312 0.18 - 3171 658 382 1588 46 3352HUL 216 8105 7716 5 1432 1250 15 1625 1552 5 1059 1057 -ICICI Bank 1161 15802 14617 8 5038 4517 12 - - - 2976 2655 12IDBI Bank 1604 7903 7233 9 1138 928 23 - - - 135 106 27Idea Cellular 3599 8798 7561 16 1712 1349 27 2949 2276 30 931 728 28IDFC 1594 2226 2123 5 1921 1864 3 409 548 -25 254 482 -47IFB Agro Inds. 9 154 131 18 11 5 120 15 10 56 7 4 75IFCI 1662 886 726 22 250 209 20 152 144 6 102 94 9Igarashi Motors 31 109 90 21 21 10 110 29 19 51 16 10 60IIFL Holdings 62 961 790 22 590 469 26 204 159 28 108 94 15India Glycols 31 708 731 -3 57 24 138 30 24 23 8 1 700Indiabulls Housing 71 1829 1364 34 1635 1200 36 697 541 29 511 424 21Indiabulls Ventures 58 96 82 17 55 47 17 38 42 -9 27 27 -Indian Bank 480 4495 4144 8 709 607 17 - - - 215 207 4Indraprastha Gas 140 902 869 4 158 172 -8 198 207 -4 102 114 -11Indusind Bank 531 3448 2874 20 923 749 23 - - - 525 421 25Info Edge (I) 120 172 145 19 19 44 -57 45 61 -27 29 40 -28Infosys 1144 14354 12770 12 3447 3211 7 - - - 3030 2886 5Inox Wind 222 636 304 109 80 43 86 75 33 127 51 23 122Insecticides(I) 19 285 252 13 31 32 -3 27 24 13 20 17 18International Paper 40 299 285 5 20 16 25 27 21 26 8 4 100International Travel 8 51 46 11 7 5 40 12 9 35 6 5 20IOCL 2428 101307 124957 -19 8957 2202 307 10343 5045 105 6436 2523 155ITC 802 8588 9293 -8 3128 2994 4 3690 3598 3 2265 2361 -4J&K Bank 48 1888 1899 -1 458 448 2 - - - 159 130 22Jagran Prakashan 65 481 440 9 112 83 35 136 106 29 180 55 227Jamna Auto Inds. 40 290 235 23 20 12 67 27 15 86 13 5 160Jet Airways 114 5220 4686 11 162 -117 - 410 -31 - 222 -218 -Jindal Poly Films 42 721 667 8 141 60 135 153 74 107 107 49 118Jindal Saw 61 1912 1149 66 194 100 94 213 137 56 104 55 89JK Tyre 45 1760 1854 -5 254 153 66 227 123 85 118 55 115JM Financial 79 383 262 46 266 161 65 151 88 71 72 58 24Just Dial 70 169 135 25 42 28 50 56 44 27 33 28 18Jyothy Labs 18 414 385 8 50 44 14 59 51 17 45 42 7K P R Mill 38 623 594 5 85 69 23 111 94 18 50 39 28Kajaria Ceramics 16 549 502 9 76 68 12 87 74 17 46 39 18Kanoria Chemicals 22 83 91 -9 9 5 80 11 8 37 6 3 100

Page 21: Kompella Stock Investment Adviser October 2015 Edition

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KOMPELLA PORTFOLIO INVESTMENT ADVICE21

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

Karnataka Bank 188 1348 1254 8 239 188 27 - - - 109 122 -11Karur Vysya Bank 122 1519 1462 4 296 213 39 - - - 135 122 11Kaveri Seed Co. 14 664 827 -20 220 230 -4 228 236 -3 218 230 -5KEC International 51 1878 1721 9 118 81 46 73 37 96 30 11 173KEI Industries 15 518 393 32 49 32 53 23 12 90 12 4 200Kitex Garments 5 109 103 6 25 22 14 31 26 20 16 14 14Kotak Mahindra Bk 456 4584 2686 71 597 666 -10 - - - 190 430 -56L&T 186 20252 18975 7 1668 1704 -2 1841 2263 -19 606 967 -37L&T Fin Holdings 1721 1718 1438 19 1219 1067 14 296 410 -28 192 286 -33La Opala RG 11 52 42 24 12 9 33 15 11 42 9 6 50Lakshmi Vilas Bank 179 693 585 18 110 70 57 - - - 40 28 43LIC Housing Fin 101 2946 2509 17 559 454 23 581 491 19 382 322 19LMW 11 564 572 -1 42 42 - 89 92 -3 44 49 -10LT Foods 26 755 675 12 84 75 12 55 46 19 27 21 29Lumax Inds. 9 318 275 16 17 7 143 24 14 71 11 5 120Lupin 90 3150 3341 -6 716 1006 -29 890 1141 -22 525 625 -16Lycos Internet 95 499 456 9 142 127 12 150 130 15 91 84 8M&M Financial 113 1505 1377 9 855 880 -3 181 274 -34 107 170 -37Manali Petro. 86 170 163 4 20 12 67 24 15 57 15 7 114Manpasand Bev. 38 155 126 23 22 18 22 30 22 38 16 14 14Marico 65 1783 1623 10 305 246 24 353 278 27 238 185 29Maruti Suzuki 151 13425 11428 17 1518 803 89 2342 1586 48 1193 762 57Mayur Uni. 23 129 125 3 28 22 27 32 25 30 19 15 27MindTree 84 982 844 16 141 146 -3 - - - 138 129 7Mirza International 19 250 212 18 37 24 54 34 21 59 18 10 80Motherson Sumi 88 9385 8392 12 598 508 18 765 624 23 266 164 62MRF 4 3539 3337 6 694 383 81 792 456 74 447 230 94MRPL 1753 11317 15744 -28 573 -242 - 658 21 3106 406 -36 -Muthoot Finance 398 1140 1088 5 848 804 5 297 293 1 183 180 2Natco Pharma 33 224 210 7 45 46 -2 51 52 -2 28 33 -15NCC 111 2016 1810 11 156 129 21 93 37 148 3 -21 -NCL Inds. 37 158 96 65 33 -11 - 32 -12 - 20 -19 -Neuland Labs 9 123 103 19 16 10 60 15 9 74 7 3 133NHPC 11071 2007 2055 -2 895 962 -7 1327 1158 15 767 616 25NIIT Technologies 61 362 332 9 54 43 26 104 70 49 72 45 60Nitin Spinners 46 196 133 47 28 16 75 28 18 54 12 9 33Novartis India 16 224 209 7 0.35 -4.02 - 21 22 -1 13 14 -7NTPC 8245 17085 18337 -7 2200 2419 -9 2946 3399 -13 2135 2201 -3OBC 300 5569 5576 - 1044 1142 -9 - - - 258 365 -29Oberoi Realty 328 210 175 20 115 87 32 133 103 29 80 64 25OCC India 11 679 542 25 94 66 42 112 90 24 49 36 36Omkar Speciality 21 90 54 67 15 8 88 14 6 122 8 5 60ONGC 4278 22825 21851 4 7548 6302 20 11386 9759 17 5460 4782 14Oracle Fin. 42 1057 1073 -1 459 467 -2 524 636 -18 329 394 -17P I Industries 14 555 471 18 124 98 27 142 114 25 87 72 21Page Industries 11 447 384 16 96 85 13 102 86 18 63 54 17Pennar Inds. 60 312 332 -6 26 22 18 17 15 12 7 6 17Persistent Systems 80 500 435 15 74 72 3 117 118 -1 67 69 -3Petronet LNG 750 8377 10161 -18 281 281 - 333 315 6 248 157 58

Page 22: Kompella Stock Investment Adviser October 2015 Edition

JUNE QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE22

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

Pfizer 46 484 435 11 404 368 10 128 116 11 54 38 42Pincon Spirit 10 231 129 79 12 6 100 9 5 71 6 3 100PNB 371 13432 12825 5 3132 3125 - - - - 721 1405 -49Pokarna 6 96 62 55 24 6 300 21 6 233 12 -1 -Power Finance 1320 6755 5856 15 2290 1999 15 2295 2006 14 1576 1448 9Power Grid 5232 4718 3942 20 2768 2218 25 3099 2578 20 1367 1137 20Pressman Adv 5 15 9 67 2 1 100 2 1 58 1.34 1.25 7PTC India Fin. 562 227 173 31 94 72 31 95 73 30 61 52 17PVR 42 486 362 34 83 26 219 88 37 141 58 8 625R P P Infra. 23 86 47 83 12 6 100 8 6 31 4 3 33R Systems 13 166 161 3 21 20 5 26 24 8 14 14 -Rajesh Exports 30 15144 7905 92 380 235 62 254 133 91 237 118 101Ramakrishna For. 27 236 123 92 37 11 236 37 15 142 18 6 200Rane Holdings 14 551 515 7 27 32 -16 73 48 52 22 15 47REC 987 5663 4667 21 2077 1735 20 2126 1777 20 1479 1283 15Reliance Cap. 253 2450 2138 15 958 837 14 297 173 72 201 164 23Reliance Comm. 1244 5493 5354 3 854 763 12 1171 1096 7 177 132 34Reliance Power 2805 2768 1753 58 919 501 83 690 434 59 344 244 41Religare Ent. 178 1044 866 21 548 418 31 132 78 69 37.15 0.12 30858Renaissance Jew. 19 253 222 14 10 7 43 11 8 31 5 2 150Repco Home Fin. 62 200 156 28 46 37 24 47 38 25 30 25 20RIL 3236 77130 104640 -26 7136 6207 15 11107 10458 6 6222 5957 4Sasken Comm. 21 109 108 1 9 8 13 17 14 18 10 8 25Savita Oil Tech. 15 391 490 -20 23 15 53 25 16 55 12 6 100SBI 757 44731 40739 10 9202 8788 5 - - - 3692 3349 10Shilpi Cable 103 1011 705 43 83 55 51 65 43 50 55 38 45Shipping Corp. 466 1056 1087 -3 186 7 2557 320 256 25 164 49 235Shree Cement 35 1725 1657 4 119 285 -58 346 458 -24 104 277 -62Shriram Trans. 227 2352 2016 17 1671 1426 17 488 454 8 321 306 5Siemens 71 2376 2374 - 197 -4 - 307 77 301 168 13 1192Sintex Industries 44 1471 1345 9 156 153 2 179 141 27 69 62 11SJVN 4137 776 675 15 512 460 11 763 660 16 484 424 14Skipper 10 236 183 29 29 22 32 21 16 37 10 7 43SKS Microfinance 126 241 152 59 138 80 73 80 50 59 61 49 24SML Isuzu 14 383 339 13 38 31 23 44 37 19 29 23 26SMS Pharma 8 124 138 -10 13 14 -7 14 14 -2 7 8 -13Sonata Software 11 479 417 15 47 37 27 55 44 26 38 32 19South Indian Bank 135 1481 1466 1 181 221 -18 181 264 -32 65 127 -49Srikalahasthi Pipes 40 256 217 18 56 29 93 53 25 111 34 13 162Star Ferro 22 409 323 27 80 59 36 103 90 15 42 24 75State Bk of Mysore 48 1952 1868 5 270 303 -11 - - - 94 75 25State Bank of Trav. 71 2652 2644 - 465 281 65 - - - 81 50 62Sterlite Technologies 79 975 564 73 86 42 105 57 42 38 20 9 122Sumeet Inds. 58 274 296 -7 16 15 7 12 15 -22 5 6 -17Sun Pharma 241 6758 6341 7 1610 1703 -5 1147 1733 -34 479 1205 -60Sun TV 197 691 634 9 279 229 22 431 387 11 197 166 19Sundaram Clayton 10 345 316 9 16 14 14 53 39 35 34 23 48Sundaram Finance 111 555 541 3 418 417 - 165 200 -18 99 122 -19Supreme Infra. 26 436 381 14 69 54 28 18 27 -33 7 11 -36

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KOMPELLA PORTFOLIO INVESTMENT ADVICE23

OCTOBER, 2015

JUNE QUARTER PERFORMANCEQuarter ended 30th June, 2015

GP(Rs. crs)30.06.15

Equity(Rs. crs)

TI(Rs. crs)30.06.15

TI(Rs. crs)30.06.14

GP(Rs. crs)30.06.14

Company/ Bank OP(Rs. crs)30.06.14

PAT(Rs. crs)30.06.15

OP(Rs. crs)30.06.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)30.06.14

Suryalakshmi Cotton 17 187 182 3 19 17 12 18 16 11 7 6 17Sutlej Textiles 16 463 492 -6 44 42 5 55 55 - 30 36 -17Suven Life 13 101 142 -29 22 51 -57 29 54 -46 20 35 -43Suzlon Energy 965 2628 4672 -44 105 -106 - 1142 -555 - 1047 -751 -Symphony 7 133 153 -13 29 46 -37 30 46 -36 22 33 -33Syndicate Bank 662 6323 5523 14 1039 1014 2 1039 1014 3 302 485 -38Take Solutions 12 229 162 41 29 17 71 64 30 112 40 13 208Tata Chemicals 255 4067 3850 6 377 397 -5 390 427 -9 153 176 -13Tata Coffee 19 396 375 6 51 68 -25 60 74 -20 25 30 -17Tata Global Bev. 63 2029 1911 6 153 166 -8 183 201 -9 82 97 -15Tata Motors 679 61020 64683 -6 5286 8167 -35 8182 10508 -22 2769 5398 -49Tata Power 270 9235 8708 6 1602 1122 43 1212 790 54 241 -111 -Tata Steel 970 30300 36427 -17 1428 2722 -48 2597 2974 -13 763 337 126TCS 196 25668 22111 16 6724 5935 13 7931 7621 4 5684 5568 2Tech Mahindra 481 6294 5122 23 762 779 -2 1060 1014 5 676 631 7Thermax 24 1001 839 19 75 43 74 108 74 46 62 41 51Tinplate Company 105 229 184 24 26 14 86 53 34 53 23 11 109Titan Co 89 2709 2891 -6 200 250 -20 226 265 -14 151 177 -15TN Newsprint 69 648 486 33 101 67 51 101 74 36 52 26 100Torrent Cables 9 92 62 48 5 -0.4 - 7 2 200 4.84 0.32 1413Torrent Pharma 85 1947 1114 75 850 324 162 918 370 148 449 256 75Torrent Power 472 3003 2563 17 545 276 97 539 296 82 173 86 101Trident 509 879 913 -4 115 102 13 154 126 22 61 32 91TTK Prestige 12 349 336 4 34 36 -6 36 42 -13 22 27 -19Tube Investments 37 2548 2377 7 270 241 12 283 250 13 95 90 6TVS Motor 48 2621 2305 14 121 98 23 160 134 20 90 72 25TVS Srichakra 8 504 451 12 73 34 115 80 30 166 49 17 188Uco Bank 1076 5169 5395 -4 1161 1202 -3 - - - 257 521 -51UltraTech Cement 274 6432 6032 7 900 799 13 1134 1186 -4 591 627 -6Union Bank of India 636 9043 8548 6 1488 1372 8 - - - 519 664 -22United Bank 840 2897 3004 -4 578 574 1 - - - 52 66 -21UPL 86 3064 2757 11 479 419 14 445 458 -3 275 289 -5Vardhman Textiles 63 1653 1706 -3 253 201 26 323 290 11 146 106 38Vedanta 297 17017 17137 -1 2275 3537 -36 3782 3289 15 866 1341 -35Vesuvius India 20 169 158 7 27 20 35 35 26 34 19 14 36Vijaya Bank 859 3289 3190 3 393 290 36 - - - 143 161 -11Visaka Inds. 16 321 312 3 26 21 24 32 30 5 14 11 27Vishnu Chem. 12 110 84 31 17 10 70 13 7 94 6 2 200V-Mart Retail 18 205 165 24 17 13 31 21 18 14 11 9 22VRL Logistics 91 448 411 9 61 51 20 75 60 25 35 25 40Wabco India 9 385 324 19 56 39 44 79 53 47 47 31 52Welspun India 100 1388 1177 18 281 204 38 328 234 41 163 105 55Wipro 494 12371 11246 10 2402 2377 1 3135 2996 5 2188 2103 4Yes Bank 418 3797 3093 23 908 632 44 - - - 551 432 28Zee Entertainment 96 1340 1055 27 294 290 1 378 346 9 242 210 15Zensar Tech. 44 706 612 15 98 73 34 120 88 36 76 56 36Zicom Electronic 20 257 221 16 27 23 17 21 18 17 10 9 11Zydus Wellness 39 104 101 3 15 13 15 24 21 12 20 17 18

Page 24: Kompella Stock Investment Adviser October 2015 Edition

MARCH QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE24

OCTOBER, 2015

MARCH QUARTER PERFORMANCEQuarter ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

3M India 11 477 439 9 57 34 68 77 51 50 42 25 68Aban Offshore 12 991 1052 -6 457 495 -8 354 349 2 114 160 -29ABB India 42 1815 1828 -1 101 98 3 124 105 18 54 52 4Aditya Birla Nuvo 130 7073 7111 -1 931 737 26 1037 773 34 332 176 89Advanta 18 310 300 3 46 39 18 34 35 -3 26 24 8Akzo Nobel India 47 592 612 -3 48 52 -8 75 86 -13 45 55 -18Allahabad Bank 571 5391 5238 3 1009 835 21 - - - 203 158 28Allcargo Logistics 25 1415 1283 10 68 22 209 116 51 128 55 12 358Alstom T&D 51 1368 1313 4 90 109 -17 91 117 -22 54 62 -13Amara Raja Batt. 17 1070 888 21 150 119 26 187 139 34 102 80 28Ambuja Cements 310 2463 2651 -7 352 469 -25 584 703 -17 318 520 -39Amrutanjan Health 3 49 42 17 8 9 -11 10 10 3 6 6 -Andhra Bank 603 4699 4058 16 1003 850 18 - - - 185 88 110Apollo Tyres 51 3118 3229 -3 430 359 20 474 429 10 307 282 9Asain Paints 96 3535 3307 7 492 423 16 589 495 19 341 287 19Ashok Leyland 285 4506 3077 46 347 74 369 398 463 -14 230 363 -37Ashoka Buildcon 79 803 608 32 136 77 77 84 84 - 38 14 171Atul Auto 11 122 113 8 14 10 40 15 13 20 9 8 13Aurobindo Pharma 29 3162 2330 36 571 657 -13 641 755 -15 404 502 -20Axis Bank 474 12384 10179 22 4013 3248 24 - - - 2181 1842 18Bajaj Auto 289 4739 4932 -4 774 887 -13 986 1116 -12 622 764 -19Bajaj Finance 50 1429 1076 33 941 703 34 354 287 24 231 182 27Bajaj Finserv 80 2406 2055 17 1803 1643 10 1211 1221 -1 707 708 -Bajaj Holdings 111 84 63 33 75 55 36 77 88 -13 525 591 -11Bank of Baroda 444 12057 11615 4 2694 2580 4 - - - 598 1157 -48Bank of Mah. 1063 3599 3372 7 676 467 45 - - - 113 57 98Bharat Forge 47 1224 931 31 310 171 81 358 240 49 203 119 71Biocon 100 838 729 15 127 121 5 307 192 60 202 113 79Bosch 31 2389 2444 -2 325 310 5 586 540 8 287 326 -12Britannia Inds. 24 2064 1812 14 204 147 39 280 178 58 167 108 55Cadila Healthcare 102 2288 1969 16 420 306 37 501 334 50 350 239 46Can Fin Homes 27 227 162 40 207 150 38 40 29 40 23 20 15Canara Bank 475 12429 11610 7 1733 1882 -8 - - - 613 611 -Caplin Point 15 64 43 49 14 10 40 16 12 31 11 7 57Carborundum Uni. 19 477 536 -11 53 41 29 132 67 98 66 25 164CARE 29 78 76 3 51 50 2 55 59 -7 35 41 -15Castrol India 247 799 817 -2 180 138 30 234 161 45 147 100 47Central Bank 1658 7322 6962 5 878 827 6 - - - 174 162 7Century Plyboards 22 409 343 19 67 51 31 71 40 78 48 29 66Cera Sanitaryware 7 250 218 15 32 32 - 36 35 1 22 19 16Chola. Investment 144 942 844 12 204 138 48 213 148 45 137 92 49City Union Bank 60 794 721 10 179 144 24 - - - 99 83 19CMC 30 666 623 7 84 125 -33 101 143 -30 71 89 -20Coal India 6316 21340 20564 4 5267 5089 4 7689 7486 3 4239 4434 -4Colgate - Palmol. 14 1029 927 11 227 187 21 255 200 28 164 132 24Container Corp. 195 1497 1297 15 237 216 10 429 381 13 293 246 19

Page 25: Kompella Stock Investment Adviser October 2015 Edition

MARCH QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE25

OCTOBER, 2015

MARCH QUARTER PERFORMANCEQuarter ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

Coromandel Int. 29 2998 2184 37 133 158 -16 129 142 -9 69 81 -15Corporation Bank 168 5385 5033 7 965 637 51 - - - 45 42 7CYIENT 56 730 595 23 72 91 -21 125 105 20 94 70 34Dabur 176 1950 1769 10 317 269 18 380 320 19 285 235 21DCB Bank 282 425 341 25 68 50 36 - - - 63 39 62Dena Bank 561 2908 2867 1 378 448 -16 - - - 56 187 -70Dewan Housing 146 1582 1417 12 - - - 256 210 22 162 141 15Dr.Reddy’s Labs 85 3870 3481 11 612 586 4 - - - 519 482 8Eicher Motors 27 2568 1924 33 289 174 66 400 277 44 195 139 40Elecon Eng. 22 176 163 8 27 22 23 47 27 75 23 11 109Emami 23 554 446 24 129 101 28 163 125 30 138 111 24Engineers India 168 489 495 -1 89 74 20 174 149 16 109 104 5Eveready Inds. 36 275 257 7 11 5 120 13 8 61 5 1 400Exide Inds. 85 1652 1615 2 199 186 7 244 229 6 138 132 5Federal Bank 171 2214 2017 10 469 420 12 - - - 281 277 1Finolex Cables 31 658 649 1 40 63 -37 90 78 15 47 69 -32Force Motors 13 703 566 24 39 24 63 80 81 -2 46 45 2Foseco India 6 65 64 2 10 6 67 11 8 42 7 5 40GE Shipping 151 884 799 11 - - - 298 232 28 137 67 104GHCL 100 641 599 7 129 101 28 99 64 55 51 38 34GIC Housing 54 199 164 21 38 34 12 39 35 13 27 25 8Gillette India 33 494 456 8 38 10 280 54 22 148 31 8 288Glaxo Consumer 42 1216 1120 9 239 213 12 323 278 16 197 172 15Glaxo. Pharma 85 620 610 2 121 103 17 160 152 5 103 97 6Godrej Consumer 34 2092 1932 8 364 329 11 382 335 14 266 236 13Godrej Inds. 34 2309 1992 16 92 85 8 183 154 18 139 114 22Grasim Inds. 92 8820 8418 5 1131 1138 -1 1466 1547 -5 507 679 -25Gruh Finance 73 305 254 20 - - - 106 94 13 74 74 -Gujarat Fluoro. 11 1553 1194 30 193 104 86 493 116 327 328 46 613Gujarat Gas 26 546 772 -29 72 54 33 105 96 10 63 49 29Gujarat Pipavav 483 188 156 21 96 75 28 83 78 6 67 61 10HCL Technologies 281 4386 4046 8 1674 1592 5 1989 1862 7 1565 1413 11HDFC 315 14726 12266 20 3260 2804 16 3290 2846 16 2646 2415 10HDFC Bank 501 15570 12790 22 4722 3779 25 - - - 2807 2327 21Hindalco Inds. 207 9372 8435 11 610 600 2 465 446 4 160 248 -35Hindustan Zinc 845 4126 3643 13 1952 1551 26 2559 2324 10 1997 1881 6HSIL 14 559 629 -11 75 70 7 88 88 - 40 29 38HUL 216 7676 7094 8 1248 1012 23 1596 1289 24 1018 872 17ICICI Bank 1160 16235 14465 12 5468 4453 23 - - - 2922 2652 10ICRA 10 93 80 16 32 29 10 37 34 10 23 22 5IDBI Bank 1604 9382 7867 19 2489 1850 35 - - - 546 518 5Idea Cellular 3598 8423 7044 20 1577 1090 45 2959 2034 46 942 590 60IDFC 1593 2571 2205 17 1938 1586 22 471 359 31 382 258 48Indiabulls Housing 71 1878 1322 42 1576 1086 45 754 471 60 551 451 22Indiabulls Ventures 52 112 79 42 69 46 50 64 45 43 51 28 82

Page 26: Kompella Stock Investment Adviser October 2015 Edition

MARCH QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE26

OCTOBER, 2015

MARCH QUARTER PERFORMANCEQuarter ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

Indian Bank 480 4410 4235 4 817 703 16 - - - 206 271 -24Indraprastha Gas 140 917 966 -5 138 136 1 179 189 -5 96 90 7IndusInd Bank 529 3237 2702 20 851 719 18 - - - 495 396 25Infosys 572 13411 12875 4 3449 3281 5 - - - 3097 2992 4Inox Wind 222 930 689 35 165 52 217 158 48 232 118 46 157Insecticides (I) 13 161 135 19 10 7 43 8 6 38 6 5 20IOB 1235 6704 6476 4 1180 1191 -1 - - - 36 268 -87ITC 802 9293 9239 1 2994 2966 1 3598 3461 4 2361 2278 4Jamna Auto Inds. 40 342 245 40 28 9 211 35 11 215 15 3 400JK Paper 137 582 513 13 91 60 52 38 14 160 18 -14 -JK Tyre 45 1809 1912 -5 213 149 43 196 113 74 106 45 136JM Financial 78 392 254 54 270 136 99 163 75 116 93 59 58JSW Steel 242 12600 14342 -12 784 1705 -54 817 1746 -53 62 483 -87Jyothy Labs 18 401 360 11 33 24 38 39 28 39 27 21 29Kajaria Ceramics 16 588 523 12 88 73 21 96 80 20 52 42 24Karnataka Bank 188 1308 1173 12 189 89 112 - - - 134 81 65Karur Vysya Bank 122 1508 1468 3 260 209 24 - - - 138 120 15KCP 13 167 164 2 24 13 85 30 20 51 13 7 86KEC International 51 2521 2176 16 162 134 21 122 87 40 63 34 85Kitex Garments 5 158 142 11 60 39 54 62 35 77 42 21 100Kotak Mah. Bank 386 6172 4782 29 1441 979 47 - - - 913 663 38KPR Mill 38 677 632 7 70 64 9 92 105 -13 50 54 -7L&T 186 28023 27024 4 3021 4025 -25 3514 3515 - 2070 2840 -27L&T Fin. Hold. 1720 1635 1400 17 1153 1038 11 283 274 3 206 187 10La Opala RG 11 61 49 24 14 12 17 17 14 27 11 9 22Lakshmi Vilas Bank 179 664 571 16 103 78 32 - - - 40 21 90LIC Housing Fin. 101 2832 2443 16 547 487 12 578 523 10 378 370 2LMW 11 656 634 3 50 25 100 99 95 4 67 54 24Lupin 90 3078 3121 -1 682 803 -15 804 870 -8 547 553 -1Lycos Internet 95 445 408 9 121 60 102 143 93 53 77 35 120M&M Fin. Services 113 1665 1466 14 1214 1127 8 562 519 8 367 337 9Magma Fincorp 38 620 553 12 377 341 11 82 59 39 52 42 24Marico 65 1226 1072 14 151 132 14 184 160 15 110 89 24Maruti Suzuki 151 13625 12110 13 1504 692 117 2382 1611 48 1284 800 61MCX 51 59 64 -8 27 31 -13 72 74 -2 49 44 11MindTree 84 918 824 11 149 155 -4 196 147 33 129 98 32MM Forgings 12 127 107 19 18 12 50 26 21 21 11 8 38Motherson Sumi 88 9474 8407 13 707 654 8 859 789 9 340 303 12MRF 4 3312 3299 - 521 306 70 587 360 63 333 171 95Muthoot Fin. 398 1100 1153 -5 789 838 -6 278 291 -4 165 181 -9Nandan Denim 46 278 239 16 24 12 100 30 22 34 15 12 25Natco Pharma 33 201 184 9 37 29 28 43 40 9 54 24 125National Aluminium 1289 1801 1838 -2 330 168 96 739 395 87 355 172 106National Buildings 120 1814 1437 26 165 86 92 192 114 69 134 103 30NCC 111 2488 2288 9 193 136 42 174 33 426 41 3 1267

Page 27: Kompella Stock Investment Adviser October 2015 Edition

MARCH QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE27

OCTOBER, 2015

MARCH QUARTER PERFORMANCEQuarter ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

Nitin Spinners 46 188 122 54 23 15 53 25 18 40 12 9 33Novartis India 16 208 201 3 16 7 129 54 33 64 52 24 117Oberoi Realty 328 345 221 56 168 119 41 183 133 37 103 77 34ONGC 4278 21647 21313 2 4524 5606 -19 9354 10558 -11 3935 4889 -20Ortel Comm. 30 45 33 36 12 6 100 11 5 135 6 -3 -P I Industries 14 537 363 48 75 44 70 106 56 90 60 45 33P&G Hygiene 32 555 501 11 111 100 11 137 125 10 87 81 7Page Inds. 11 380 284 34 72 58 24 73 59 24 47 35 34PC Jeweller 179 2020 1536 32 200 155 29 175 119 47 120 84 43Pennar Inds. 60 415 368 13 45 30 50 33 22 50 16 7 129Persistent Systems 80 497 447 11 78 85 -8 119 119 - 76 67 13Petronet LNG 750 7162 10428 -31 140 287 -51 212 339 -37 301 169 78Pfizer 46 463 274 69 91 71 28 143 89 61 43 56 -23Piramal Glass 81 488 458 7 44 18 144 47 31 52 6 -1 -Pitti Laminations 13 104 66 58 8 4 100 12 5 116 5 2 150PNB 371 13456 12498 8 3203 3173 1 - - - 307 806 -62PNB Housing 104 517 326 59 - - - 102 62 66 57 39 46Pokarna 6 103 67 54 23 6 283 24 5 369 14 10 40Power Grid Corp. 5232 4703 3986 18 2640 2308 14 3227 2762 17 1412 1176 20Prestige Estates 375 676 601 12 133 112 19 159 142 12 114 95 20R S Software 13 83 93 -11 21 16 31 26 20 30 15 16 -6Rain Inds. 67 2539 3139 -19 234 235 - 223 156 44 84 50 68Ramakrishna Forg. 27 242 135 79 35 13 169 37 15 152 35 5 600REC 987 5333 4443 20 1622 1600 1 1661 1649 1 1097 1192 -8Reliance Capital 253 2469 1788 38 1102 889 24 551 339 63 407 267 52Reliance Inds 3236 67470 103428 -35 7081 6516 9 11363 10545 8 6381 5881 9Repco Home Fin. 62 191 150 27 52 43 21 53 44 22 35 31 13S E Investments 41 47 52 -10 32 38 -16 17 27 -36 4 11 -64SBH 21 4146 3780 10 877 868 1 - - - 446 444 -SBI 747 48616 42443 15 12409 10628 17 - - - 3742 3041 23Shilpi Cable Tech. 103 902 664 36 74 49 51 50 32 59 42 28 50Shipping Corp. 466 1077 1282 -16 128 38 237 316 230 38 101 13 677Shree Cement 35 1576 1665 -5 78 264 -70 360 370 -3 120 223 -46Shriram City 66 919 833 10 560 538 4 242 228 6 155 151 3Shriram Transport 227 2421 2150 13 1503 1557 -3 260 483 -46 84 315 -73Siemens 71 2653 2706 -2 195 127 54 292 193 52 162 88 84Sintex Inds. 42 2176 1983 10 337 276 22 364 261 39 198 161 23SJVN 4137 386 312 24 151 94 61 388 296 31 185 145 28Skipper 10 500 431 16 62 34 82 53 18 189 30 11 173SKS Microfinance 126 198 138 43 103 73 41 48 28 69 41 27 52SMC Global 23 101 74 36 21 12 75 23 12 86 14 7 100SML Isuzu 14 322 224 44 15 6 150 21 10 109 13 8 63SMS Pharma 8 158 163 -3 23 18 28 28 22 26 10 11 -9Sonata Software 11 393 341 15 44 29 52 50 35 43 35 24 46Srikalahasthi Pipes 40 301 248 21 46 23 100 53 24 127 30 17 76Star Ferro 22 507 381 33 95 78 22 134 99 36 55 38 45

Page 28: Kompella Stock Investment Adviser October 2015 Edition

MARCH QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE28

OCTOBER, 2015

MARCH QUARTER PERFORMANCEQuarter ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

State Bank of B&J 70 2635 2454 7 615 504 22 - - - 280 238 18State Bank of Mys. 48 2051 1825 12 402 361 11 - - - 136 107 27State Bank of Tra. 59 2703 2773 -3 468 340 38 - - - 192 49 292Sun Pharma 207 6157 4059 52 330 1695 -81 1151 1991 -42 888 1587 -44Sundaram Clayton 10 350 330 6 15 19 -21 54 31 77 33 12 175Sundaram Fin. 111 578 548 5 412 413 - 144 166 -13 91 100 -9Supreme Inds. 25 1152 1005 15 - - - 182 110 66 102 58 76Sutlej Textiles 16 468 482 -3 38 36 6 54 55 -2 27 21 29Suven Life 13 111 131 -15 22 45 -51 25 47 -47 17 32 -47Symphony 7 146 116 26 51 35 46 51 36 43 37 27 37Take Solutions 12 215 197 9 33 13 154 47 34 38 27 13 108Tamilnad Mer. Bank 0.28 835 767 9 179 176 2 - - - 135 80 69Tata Coffee 19 450 397 13 86 45 91 94 43 120 39 16 144Tata Global Bev. 63 1923 1910 1 163 154 6 76 175 -57 4 69 -94Tata Motors 644 67576 65317 3 4582 6875 -33 6628 8179 -19 1717 3918 -56Tata Power 270 8240 8902 -7 1408 1097 28 1047 1016 3 159 -145 -TCS 196 24220 21551 12 3811 6314 -40 5406 7398 -27 3713 5358 -31Tech Mahindra 480 6117 5058 21 756 929 -19 845 975 -13 472 614 -23Techno Electric 11 221 221 0 30 11 173 38 -3 - 23 -12 -Thermax 24 1521 1383 10 142 119 19 208 165 26 132 106 25Titagarh Wagons 20 118 74 59 10 -2 - 16 4 285 9 2 350Torrent Pharma 85 1154 1225 -6 102 327 -69 215 340 -37 130 244 -47Torrent Power 472 2616 2204 19 502 310 62 562 343 64 182 177 3Triveni Turbine 33 196 132 48 31 24 29 47 32 45 29 19 53Tube Investments 37 2367 2283 4 277 219 26 370 247 50 148 69 114TVS Motor 48 2457 2160 14 104 107 -3 147 108 36 91 52 75TVS Srichakra 8 465 457 2 45 34 32 63 27 132 34 22 55Uco Bank 1076 5263 5309 -1 1227 1373 -11 - - - 209 285 -27UltraTech Cement 274 6597 6315 4 1077 1027 5 1275 1303 -2 657 865 -24Union Bank 636 9384 8445 11 1652 1320 25 - - - 444 579 -23United Bk of India 840 3153 3117 1 792 543 46 - - - 105 469 -78Vijaya Bank 859 3406 3029 12 312 333 -6 - - - 97 136 -29Visaka Inds. 16 285 238 20 17 11 55 20 13 49 6 5 20V-Mart Retail 18 171 139 23 2 2 - 6 5 22 2 1 100Voltamp Trans. 10 170 144 18 7 6 17 15 15 -3 12 10 20Voltas 33 1490 1463 2 135 98 38 169 147 15 118 100 18VST Industries 15 219 189 16 56 57 -2 70 85 -17 41 52 -21Welspun Corp. 132 2375 1534 55 269 46 485 344 129 166 144 13 1008Welspun India 100 1366 1185 15 244 137 78 317 186 70 161 82 96Wendt (India) 20 33 30 10 4 2 100 6 4 49 4 2 100Wipro 494 12171 11704 4 2456 2581 -5 3239 3181 2 2272 2227 2Yes Bank 418 3679 3014 22 938 680 38 - - - 551 430 28Zensar Tech. 44 668 608 10 92 84 10 98 81 20 72 55 31Zicom Electronic 20 331 306 8 34 28 21 28 20 42 18 14 29Zydus Wellness 39 98 101 -3 12 19 -37 22 26 -15 20 22 -9

Page 29: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201529

3M India 31.03.15 11.27 716.70 1840.30 153.51 164.56 108.34 96.13 10973 114.15 3 1506 518.59 59.34 60.67 39.50ABB India 31.12.14 42.38 132.70 7733.27 442.88 355.21 228.51 10.78 1151 106.77 3 1506 1931.62 112.54 88.93 57.45 2.00Aban Offshore 31.03.15 11.55 937.50 4040.84 1780.86 734.22 544.94 94.36 232 2.46 3 1506 981.54 424.59 199.12 135.36 2.00Aditya Birla Chem. 31.03.15 23.39 190.68 1125.70 182.93 92.84 37.29 15.94 218 13.68 3 1506 287.99 59.85 35.12 20.36Aditya Birla Fin. 31.03.15 450.36 44.07 1780.45 474.73 410.85 270.68 6.01 - - 6 1503 971.99 252.99 219.48 144.38Aditya Birla Money 31.03.15 5.54 3.90 119.08 0.21 5.61 5.90 1.06 21 19.81 3 1503 31.24 -0.19 0.96 0.96 1.00Aditya Birla Nuvo 31.03.15 130.14 988.78 26516.01 3687.51 2324.56 1415.50 108.77 70 2049 18.84 3 1506 6820.5 1121.4 665.93 396.66Advanta 31.12.14 16.87 88.04 1512.55 204.22 82.01 83.54 9.90 526 53.13 6 1506 616.23 89.42 49.17 47.47 2.00Aksh Optifibre 31.03.15 75.77 25.97 348.30 32.89 32.82 32.10 2.12 16 7.55 3 1506 93.28 12.82 11.10 11.10 5.00Aksharchem (Ind) 31.03.15 7.31 97.74 200.13 23.61 22.35 16.00 21.89 121 5.53 3 1506 47.90 5.97 5.10 3.24Akzo Nobel India 31.03.15 46.66 196.86 2526.99 208.84 275.02 186.31 39.93 200 1270 31.81 3 1506 658.40 60.60 67.73 45.31Albert David 31.03.15 5.71 162.56 321.78 21.16 20.27 13.76 24.10 - - 3 1506 84.94 5.61 5.05 2.79Alembic Pharma 31.03.15 37.70 46.93 2056.12 359.08 282.93 15.01 663 44.17 3 1506 583.34 88.57 69.88 2.00Allahabad Bank 31.03.15 571.38 206.41 21712.13 4459.71 1603.05 620.90 10.87 77 7.08 3 1506 5396.44 1241.5 386.71 146.86Allcargo Logistics 31.03.15 25.21 142.25 5628.80 318.00 317.14 239.89 19.03 70 307 16.13 3 1506 1477.91 100.63 95.96 75.10 2.00Alstom T&D India 31.03.15 51.21 51.21 3721.30 242.75 170.18 120.57 4.71 526 111.68 3 1506 811.53 41.42 29.96 19.58 2.00Amara Raja Batt. 31.03.15 17.08 99.51 4230.07 593.82 609.86 410.86 24.06 361 955 39.69 3 1506 1144.97 175.18 178.90 122.09 1.00Ambika Cotton Mi 31.03.15 5.88 512.26 495.54 69.78 63.76 51.18 87.04 820 9.42 3 1506 124.22 17.42 16.03 12.07Ambuja Cements 31.12.14 309.95 65.19 9978.12 1418.91 1783.41 1496.36 9.66 211 21.84 6 1506 4973.53 587.47 735.34 544.04 2.00Amrutanjan Health 31.03.15 2.92 71.81 163.33 22.47 26.56 17.29 11.84 409 34.54 3 1506 29.10 1.48 2.59 1.70 2.00Andhra Bank 31.03.15 602.85 155.12 17868.45 3298.44 1218.20 638.44 10.59 20 63 5.95 3 1506 4529.23 825.49 322.52 202.52Andhra Sugars 31.03.15 27.11 239.26 1107.46 37.11 11.67 -4.87 - 30 91 - 3 1506 185.30 -5.05 -9.40 1.00Anil 31.03.15 9.77 309.74 932.71 153.20 81.36 54.93 56.22 205 3.65 3 1506 218.40 31.72 11.89 7.70APL Apollo Tubes 31.03.15 23.44 201.41 3013.78 161.18 97.67 63.76 27.20 60 460 16.91 3 1506 965.06 47.57 32.99 21.85Apollo Hospitals 31.03.15 69.56 227.22 4592.79 520.04 467.33 346.59 24.91 1368 54.92 3 1506 1264.96 136.02 113.36 90.84 5.00Apollo Tyres 31.03.15 50.91 98.98 12785.25 1542.31 1330.83 977.61 19.20 200 188 9.79 3 1506 2845.35 413.94 415.05 290.60 1.00Aro Granite Inds. 31.03.15 15.30 101.10 254.78 19.91 18.96 16.69 10.91 48 4.40 3 1506 59.85 4.87 1.95 1.42ARSS Infrastruct. 31.03.15 14.84 244.00 660.08 168.85 5.48 6.22 4.19 29 6.92 3 1503 197.43 52.96 5.12 4.36Arvind 31.03.15 258.24 95.07 7851.40 800.50 444.77 341.10 13.21 275 20.82 3 1506 1876.93 163.79 83.22 58.04Asahi India Glass 31.03.15 24.31 11.57 2099.39 198.29 50.62 38.11 1.57 140 89.17 3 1506 536.99 67.26 30.73 19.14 1.00Asahi Songwon 31.03.15 12.27 96.15 240.47 30.74 26.35 17.70 14.43 120 8.32 3 1506 58.02 8.95 7.64 5.04Ashok Leyland 31.03.15 284.59 14.40 13562.18 610.30 442.20 334.81 1.18 90 76.27 3 1506 3841.2 284.38 234.91 159.32 1.00Ashoka Buildcon 31.03.15 78.98 79.00 2319.71 359.29 107.02 81.48 5.16 14 163 31.59 3 1506 630.23 126.13 21.13 12.38 5.00Asian Hotels(East) 31.03.15 11.44 740.93 99.52 15.60 20.92 15.03 13.14 150 11.42 3 1506 23.40 3.89 1.55 0.01Asian Paints 31.03.15 95.92 49.44 14183.49 1969.49 2076.87 1395.15 14.54 610 840 57.77 3 1506 3623.47 614.22 678.76 455.18 1.00ASM Technologies 31.03.15 5.00 95.82 109.43 15.08 12.85 8.28 16.56 107 6.46 3 1506 28.37 5.06 5.02 3.29Astra Microwave 31.03.15 16.37 35.43 634.34 84.85 81.44 60.73 7.42 60 108 14.56 3 1506 99.45 8.08 6.39 4.90 2.00Atlanta 31.03.15 16.30 88.74 540.58 103.46 55.98 48.34 5.93 30 5.06 3 1503 217.79 16.86 5.76 4.56 2.00Atul Auto 31.03.15 11.20 54.05 492.80 52.33 59.25 40.57 18.11 100 417 23.03 3 1503 122.48 13.58 13.71 8.63 5.00Aurobindo Pharma 31.03.15 29.20 183.55 12120.52 2231.01 2167.86 1575.77 53.96 400 713 13.21 3 1506 3320.4 635.54 618.22 432.44 1.00Avanti Feeds 31.03.15 9.08 286.40 1776.26 172.58 179.85 116.58 128.39 2879 22.42 3 1506 603.41 61.55 68.79 45.71AVT Natural Prod. 31.03.15 15.23 12.72 256.59 43.43 44.20 30.08 1.98 31 15.66 3 1506 79.08 8.39 8.51 5.81 1.00Axis Bank 31.03.15 474.10 188.47 43843.64 13385.44 11056.83 7357.82 31.04 496 15.98 3 1506 12234.4 4092.1 2970.3 1978.4 2.00Axis Finance 31.03.15 318.25 18.54 224.26 119.96 117.39 78.16 2.46 - -Bajaj Auto 31.03.15 289.37 369.50 21612.01 3849.15 4084.79 2813.74 97.24 500 2314 23.80 3 1506 5613.5 1061.2 1497.9 1014.8Bajaj Electricals 31.03.15 20.15 67.38 4258.11 59.97 -20.82 -13.95 - 251 - 3 1506 1009.09 53.27 34.67 20.34 2.00Bajaj Finance 31.03.15 50.15 959.15 5381.80 3568.81 1356.94 897.87 179.04 180 5149 28.76 3 1506 1646.21 1089.9 422.43 275.63Bajaj Finserv 31.03.15 79.56 688.85 7587.01 5472.36 3246.15 1689.79 106.20 35 1882 17.72 3 1506 2211.7 1589.6 925.15 466.90 5.00Bajaj Holdings 31.03.15 111.29 1203.45 523.93 478.29 513.19 2029.24 182.34 320 1617 8.87 3 1506 163.35 151.19 152.90 613.16Balaji Amines 31.03.15 6.48 62.42 604.86 83.77 55.74 36.36 11.22 120 10.70 3 1506 159.64 24.59 19.54 12.82 2.00Balmer Lawrie 31.03.15 28.50 316.86 2740.37 140.11 210.44 147.44 51.73 547 10.57 3 1506 749.14 42.74 51.97 33.24Bank of Baroda 31.03.15 443.56 175.16 47365.55 9915.10 5420.60 3398.43 15.32 160 187 12.21 3 1506 12243.7 2201.9 1602.2 1052.2 2.00Bank of India 31.03.15 665.65 398.02 47852.81 7487.77 1795.05 1708.92 25.67 136 5.30 3 1506 11659.2 1704.2 189.48 129.72Bank of Maharash. 31.03.15 1063.18 66.32 13671.42 2355.09 813.38 450.69 4.24 35 8.25 3 1506 3526.1 609.77 125.86 59.44Bannari Am. Spin. 31.03.15 15.75 160.88 680.42 52.91 19.14 12.83 8.15 175 21.47 3 1506 176.40 17.78 8.80 5.99

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Page 30: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201530

Bata India (15m) 31.03.15 64.26 154.89 2693.99 255.67 297.14 231.17 35.97 65 1062 29.52 3 1506 680.46 70.50 74.35 92.20BEML 31.03.15 41.64 498.71 2802.09 16.31 5.45 5.93 1.42 1181 831.69 3 1503 1279.33 149.55 169.00 168.85Berger Paints India 31.03.15 69.33 18.17 4322.06 418.22 404.10 264.70 3.82 222 58.12 3 1506 1121.19 125.22 122.46 77.30 2.00BGR Energy Syst. 31.03.15 72.16 186.29 3365.00 283.82 78.70 42.15 5.84 106 18.15 3 1506 894.07 72.62 17.50 11.44Bhagiradha Chem. 31.03.15 5.05 97.68 219.63 7.68 3.04 2.52 4.99 10 95 19.04 3 1503 58.36 1.63 0.72 0.60Bhagyanagar India 31.03.15 12.80 34.33 251.75 3.10 2.40 2.05 0.32 15 46.88 3 1506 68.68 1.41 0.96 0.77 2.00Bharat Electronics 31.03.15 80.00 985.63 6842.66 990.12 1466.69 1167.24 145.91 1095 7.50 3 1506 1095.33 -45.75 79.76 60.70Bharat Forge 31.03.15 46.57 150.13 4548.05 1079.47 1057.32 718.98 30.88 225 1026 33.23 3 1506 1128.54 281.82 289.36 195.32 2.00BHEL 31.03.15 489.52 139.26 30182.98 1407.74 2140.01 1419.29 5.80 213 36.72 3 1506 4361.68 -451.83 37.30 33.89 2.00Biocon 31.03.15 100.00 163.48 3089.81 474.89 624.13 497.43 24.87 447 17.97 3 1506 832.99 154.38 173.48 126.24 5.00Birla Corporation 31.03.15 77.01 339.81 3209.89 148.15 212.88 175.44 22.78 472 20.72 3 1503 797.15 8.12 35.25 28.46Bosch (15m) 31.03.15 31.40 2339.8 12085.48 1432.91 1955.85 1337.65 426.00 22304 52.36 3 1506 2557.93 410.08 516.65 343.74BPCL 31.03.15 723.08 310.72 238086.90 5798.65 7415.51 5084.51 70.32 880 12.51 3 1506 51966.1 3280.8 3496.2 2376.2Brigade Enterprises 31.03.15 112.74 120.34 1310.83 283.86 172.48 95.23 8.45 138 16.33 3 1506 353.39 80.32 39.94 24.32Britannia Industries 31.03.15 23.99 103.50 7858.42 719.43 949.59 688.64 57.41 2991 52.10 3 1506 2018.6 261.08 278.40 189.66 2.00Brooks Labs 31.03.15 16.19 68.83 85.21 5.77 10.35 9.47 5.85 52 8.89 3 1503 23.51 1.77 2.72 2.34B S 31.03.15 43.98 12.57 2673.15 247.17 113.19 75.19 1.71 24 14.04 3 1506 970.33 72.95 33.66 23.65 1.00Butterfly Gandhim. 31.03.15 17.88 125.77 531.82 32.28 4.22 2.83 1.58 151 95.57 3 1506 234.43 12.71 6.18 4.17Cadila Healthcare 31.03.15 102.37 207.66 8651.34 1468.46 1445.53 1150.59 56.20 240 1799 32.01 3 1506 2500.65 527.83 533.20 353.39 5.00Cairn India 31.03.15 1874.85 314.00 14646.20 5953.16 5109.09 4479.60 23.89 90 144 6.03 3 1506 2627.1 413.81 975.75 834.98Canara Bank 31.03.15 475.20 556.68 48300.29 6950.37 3497.63 2702.63 56.87 105 267 4.69 3 1506 12252.6 2003.6 643.84 478.84Can Fin Homes 31.03.15 26.62 289.81 817.03 747.74 137.45 86.24 32.40 812 25.06 3 1506 242.53 223.40 50.69 32.10Cantabil Retail 31.03.15 16.33 44.35 138.68 7.96 2.57 2.89 1.77 54 30.51 3 1506 31.70 2.36 1.30 1.24Caplin Point 30.06.15 15.11 38.39 251.77 50.59 35.69 25.85 17.11 1560 91.17 3 1506 48.01 8.01 8.81 6.98Carborundum Univ. 31.03.15 18.82 57.72 2050.17 163.06 220.41 132.60 7.05 164 23.26 3 1506 495.79 56.57 57.45 33.25 1.00CARE 31.03.15 28.99 124.32 257.21 157.11 199.38 140.33 48.41 80 1155 23.86 3 1506 48.44 23.09 26.02 17.49Castrol India 31.12.14 247.30 10.04 3392.30 680.60 726.30 474.50 9.59 437 45.57 6 1506 1722.80 446.40 504.60 331.20 5.00CCL Products 31.03.15 26.61 31.69 880.57 144.42 133.82 93.98 7.06 214 30.31 3 1506 219.65 41.80 39.84 30.22 2.00Central Ba. of India 31.03.15 1658.27 94.33 28303.01 3559.12 890.40 606.45 3.66 77 21.04 3 1506 7098.99 893.23 312.48 203.60Centum Electronics 31.03.15 12.57 133.77 488.00 82.51 86.59 43.35 34.49 644 18.67 3 1503 124.28 18.03 21.71 13.71Century Enka 31.03.15 21.85 323.75 1218.53 72.92 62.62 36.57 16.74 197 11.77 3 1506 303.29 30.74 20.55 13.63Century Plyboards 31.03.15 22.25 17.35 1564.81 219.44 179.80 150.82 6.78 161 23.75 3 1506 370.92 56.68 44.75 39.69 1.00Cera Sanitaryware 31.03.15 6.50 270.54 821.67 102.07 100.93 67.66 52.05 125 1917 36.83 3 1506 194.26 24.56 24.00 15.67 5.00Cesc 31.03.15 133.00 543.53 6189.00 1206.00 883.00 698.00 52.48 506 9.64 3 1506 1704.00 295.00 200.00 152.00Chaman Lal Setia 31.03.15 9.43 70.97 510.57 35.03 29.72 20.08 21.29 177 8.31 3 1506 130.74 16.04 15.42 10.18Chennai Petro. 31.03.15 149.00 111.08 41865.96 -375.36 -742.39 -38.99 - 221 - 3 1506 9053.43 1000.7 923.51 923.51Cheviot Co. 31.03.15 4.51 642.95 267.00 20.54 42.32 34.58 76.67 509 6.64 3 1506 57.42 8.36 13.61 10.36Cholamandalam Inv. 31.03.15 143.73 186.07 3688.50 665.57 666.23 444.14 30.90 612 19.81 3 1506 986.70 171.60 171.77 111.10Cigniti Tech. 31.03.15 24.74 45.34 379.27 35.66 31.25 25.70 10.39 380 36.57 3 1506 130.34 17.14 17.38 10.72Cipla 31.03.15 160.59 134.26 11345.44 1656.99 1654.25 1180.77 14.71 661 44.94 3 1506 3852.77 910.20 907.77 650.61 2.00City Union Bank 31.03.15 59.66 45.18 3102.96 692.65 521.02 395.02 6.62 110 93 14.05 3 1506 810.93 197.16 152.06 111.56 1.00CMC 31.03.15 30.30 447.25 2513.49 335.98 331.42 277.12 91.46 275 1985 21.70 3 1506 672.24 77.84 86.73 56.28Coal India 31.03.15 6316.36 63.89 74120.07 15015.6 21583.9 13726.7 21.73 207 339 15.60 3 1506 19518.1 4386.7 5807.2 3764.4Colgate Palmolive 31.03.15 13.60 56.64 3981.94 747.22 780.39 558.98 41.10 2400 1925 46.84 3 1506 190.15 176.55 153.98 114.28 1.00Container Corpo. 31.03.15 194.97 391.63 5573.70 923.83 1294.57 1047.55 53.73 1512 28.14 3 1506 1420.85 197.19 277.00 206.90Coromandel Inter. 31.03.15 29.13 75.59 11306.43 748.91 591.98 401.79 13.79 170 12.33 3 1506 2181.18 66.20 21.73 14.47 1.00Corporation Bank 31.03.15 167.54 125.16 21038.91 3027.45 475.46 584.26 6.97 70 47 6.74 3 1506 5334.60 808.50 187.12 204.26 2.00Cox & Kings 31.03.15 84.65 2569.09 813.20 233.65 91.78 5.42 215 39.67 3 1506 683.61 318.71 259.02 134.52 5.00Cummins India 31.03.15 55.44 104.13 4405.80 652.07 937.39 785.85 28.35 700 1108 39.08 3 1506 1314.31 197.62 257.45 210.73 2.00CYIENT 31.03.15 56.18 164.12 2735.93 329.54 445.55 353.20 31.43 594 18.90 3 1506 726.31 73.93 98.83 74.83 5.00Dabur India 31.03.15 175.65 19.10 7827.20 1201.43 1319.36 1065.83 6.07 200 282 46.46 3 1506 2069.49 289.11 325.27 261.11 1.00Danlaw Tech. 31.03.15 3.72 64.17 11.36 0.78 2.64 1.88 5.05 38 7.52 3 1506 3.84 1.14 1.47 1.05DB Corp 31.03.15 183.65 70.14 2009.51 474.11 492.26 316.34 17.23 306 17.76 3 1506 473.36 101.06 105.75 66.46DCB Bank 31.03.15 282.01 54.39 1588.14 277.45 208.03 191.18 6.78 130 19.17 3 1503 425.12 68.00 53.69 62.95DCM Shriram 31.03.15 32.64 113.88 5639.18 288.53 228.36 210.80 12.92 109 8.44 3 1506 1805.9 155.19 139.37 122.62 2.00

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Page 31: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201531

Deccan Cements 31.03.15 7.00 350.03 438.61 45.93 21.34 19.88 28.40 458 16.13 3 1506 158.76 23.35 18.45 13.92Dena Bank 31.03.15 561.15 118.96 11484.82 1330.28 67.66 265.48 4.73 40 8.46 3 1506 2914.87 226.30 -98.45 15.16Dewan Hsg Fin Cor 31.03.15 145.68 318.22 5981.64 943.04 621.29 42.65 225 5.28 3 1503 1582.48 251.08 162.28Dhanlaxmi Bank 31.03.15 177.44 35.22 1368.54 16.58 -241.47 -241.47 - 26 - 3 1506 331.45 12.58 -22.71 -22.71Dr. Reddy’s Labs 31.03.15 85.19 653.26 14818.89 2628.60 2816.26 2217.86 130.17 400 4043 31.06 3 1506 3757.8 771.17 797.72 625.65 5.00Eicher Motors 31.12.14 27.10 928.36 8738.32 894.96 992.62 615.36 227.07 18837 82.96 6 1506 5484.70 641.41 678.94 417.12E.I.D. - Parry (I) 31.03.15 17.58 126.39 13952.64 767.41 455.28 116.79 6.64 128 19.28 3 1503 3685.04 241.19 190.81 137.56 1.00EIH 31.03.15 114.31 42.62 1341.31 156.86 151.25 96.63 1.69 101 59.76 3 1506 302.42 11.04 23.66 19.86 2.00Electrosteel Cast. 31.03.15 35.70 55.01 2153.78 210.84 96.34 72.67 2.04 18 8.82 3 1506 479.03 45.53 17.10 11.88 1.00Elecon Engineering 31.03.15 21.79 49.16 1328.89 98.18 33.93 16.34 1.50 73 48.67 3 1506 257.14 14.48 2.92 4.13 2.00Elgi Equipments 31.03.15 15.85 31.13 1314.27 51.82 68.39 48.10 3.03 100 123 40.59 3 1506 326.51 21.04 20.34 13.73 1.00Emami 31.03.15 22.70 54.21 2217.25 505.77 592.45 485.61 21.39 700 1228 57.41 3 1506 589.87 77.19 91.34 87.75 1.00Engineers India 31.03.15 168.47 76.21 1713.00 194.68 467.56 307.98 9.14 100 191 20.90 3 1506 390.51 19.87 88.52 56.80 5.00Entertainment Net. 31.03.15 47.67 141.53 438.48 112.38 144.61 105.98 22.23 638 28.70 3 1406 101.56 27.19 36.39 25.88Equitas Micro Fin. 31.03.15 198.75 19.12 437.98 113.09 104.13 68.55 3.45 - - 6 1503 229.18 59.59 55.46 36.68Ess Dee Alum. 31.03.15 32.05 270.71 855.92 129.39 56.41 37.41 11.67 283 24.25 3 1506 184.61 25.02 9.74 7.04Essar Oil 31.03.15 1450.00 26.87 83206.00 4321.00 1521.00 1527.00 10.53 187 17.76 3 1506 16340.0 1560.0 1063.0 1063.0Ester Industries 31.03.15 31.32 41.93 896.27 39.03 4.88 3.84 0.61 39 63.93 3 1506 210.97 14.77 5.76 3.84 5.00Eveready Ind. 31.03.15 36.34 85.96 1278.92 91.70 62.00 49.03 6.75 275 40.74 3 1506 348.16 29.61 22.54 15.89 5.00Exide Industries 31.03.15 85.00 47.44 6883.73 777.67 798.49 545.87 6.42 149 23.21 3 1506 1799.53 229.21 232.10 155.20 1.00Federal Bank 31.03.15 171.33 90.27 8297.77 1627.79 1521.04 1005.75 11.74 110 61 5.20 3 1503 2214.28 469.15 429.37 280.53 2.00Finolex Cables 31.03.15 30.59 82.69 2449.09 195.07 263.15 198.66 12.99 90 237 18.24 3 1506 588.29 59.89 65.34 48.02 2.00Finolex Industries 31.03.15 124.10 63.45 2476.15 152.41 80.78 47.78 3.85 20 261 67.79 3 1506 633.36 114.87 101.86 70.26Firstsource Sol. 31.03.15 666.29 31.35 3034.65 308.58 244.02 234.32 3.52 29 8.24 3 1506 746.94 72.47 62.82 56.41Forbes & Co. 31.03.15 12.90 104.84 287.38 2.15 -0.58 -0.58 - 1580 - 3 1506 64.96 2.94 -1.11 -1.11Force Motors 31.03.15 13.18 999.15 2363.72 65.72 124.94 101.36 76.90 50 2307 30.00 3 1506 640.01 35.01 49.40 35.76Fortis Healthcare 31.03.15 462.81 87.46 4140.13 -183.28 -143.70 - 167 - 3 1506 1049.29 83.34 87.28Fortis Malar Hosp. 31.03.15 18.61 48.61 117.93 4.82 11.67 7.66 4.12 45 10.92 3 1503 30.46 1.62 3.41 2.24Foseco India 31.12.14 6.39 153.18 263.36 34.54 37.74 24.59 38.48 1239 32.20 3 1506 75.96 12.69 13.09 8.57GAIL 31.03.15 1268.48 229.56 56741.98 3721.94 4284.36 3039.17 23.96 60 291 12.15 3 1506 12565.3 736.14 651.14 424.14Gallantt Ispat 31.03.15 28.24 115.67 563.46 40.21 30.18 27.11 9.60 411 42.81 3 1506 125.40 10.12 8.22 7.70Gallantt Metal 31.03.15 81.32 34.62 722.05 48.48 36.78 33.95 4.17 24 5.76 3 1506 184.14 12.71 10.51 9.90Garware Wall Rop. 31.03.15 21.88 141.66 784.25 69.05 60.51 43.05 19.68 292 14.84 3 1506 239.32 22.75 21.66 14.62GATI 31.03.15 17.50 62.03 1648.11 106.07 75.77 41.21 4.71 139 29.51 3 1506 416.24 20.88 13.65 7.83 2.00Gayatri Projects 31.03.15 30.23 220.30 1601.14 179.37 35.09 22.05 7.29 475 65.16 3 1506 405.09 48.24 16.32 10.69G E Shipping 31.03.15 150.78 492.81 3438.03 818.83 798.13 748.24 49.62 110 371 7.48 3 1506 946.54 343.01 353.48 323.67Geojit BNP Paribas 31.03.15 23.14 20.24 304.67 98.95 119.55 77.35 3.34 39 11.68 3 1503 77.57 22.28 26.50 17.26 1.00Geometric 31.03.15 12.89 63.28 1105.30 99.78 115.95 55.15 8.56 134 15.65 3 1506 297.56 18.24 33.28 19.13 2.00GHCL 31.03.15 100.02 69.49 2373.61 446.65 256.83 183.19 18.32 22 120 6.55 3 1506 586.86 130.68 75.33 61.33GIC Housing Fin. 31.03.15 53.85 122.63 732.74 153.70 153.70 102.96 19.12 176 9.21 3 1503 198.93 38.13 38.13 26.66Ginni Filaments 31.03.15 70.65 19.39 851.77 60.45 12.86 7.78 1.10 18 16.36 3 1503 226.96 15.93 3.11 1.55Glaxosmith. Con. 31.03.15 42.06 502.39 4307.59 668.00 889.15 583.61 138.76 550 6155 44.36 3 1506 1045.0 183.54 238.25 155.01Glaxosmith. Ph.(15m) 31.03.15 84.70 218.61 3287.58 601.84 748.63 471.65 55.68 625 3327 59.75 3 1506 628.31 105.09 142.58 93.28Global Spirits 31.03.15 28.80 123.29 585.67 20.01 10.30 7.07 2.45 56 22.86 3 1503 152.66 7.43 6.80 3.57GMR Infrastruct. 31.03.15 436.13 10.87 11087.68 742.11 -2806.41 -2733.29 - 12 - 3 1506 2966.01 400.90 -357.54 -429.45 1.00Godrej Consumer 31.03.15 34.04 126.64 8276.36 1277.78 1248.72 907.12 26.65 1249 46.87 3 1506 2097.66 291.70 268.56 199.23 1.00Godrej Industries 31.03.15 33.59 96.08 9230.51 388.39 518.79 402.47 11.98 175 364 30.38 3 1506 2510.67 117.81 113.59 94.32 1.00Goldstone Infra. 31.03.15 14.43 22.29 92.15 11.04 6.43 4.92 1.36 15 11.03 3 1506 22.32 3.18 1.88 1.55 4.00Granules India 31.03.15 20.43 21.10 1292.92 155.96 127.96 90.91 4.45 117 26.29 3 1506 345.94 47.10 40.92 27.15 1.00Graphite India 31.03.15 39.08 89.74 1497.22 116.53 129.44 82.19 4.21 71 16.86 3 1506 322.50 22.11 24.58 16.33 2.00Grasim Industries 31.03.15 91.87 2512.3 32847.34 3581.24 3443.35 1743.8 189.81 180 3477 18.32 3 1506 8599.1 1014.0 956.64 484.67Greaves Cotton 31.03.15 48.84 33.41 1688.70 152.70 108.74 81.53 3.34 136 40.72 3 1506 380.66 51.02 65.68 43.34 2.00Greenply Industries 31.03.15 12.07 200.15 1564.25 157.85 138.78 121.82 50.46 60 899 17.82 3 1506 380.85 43.87 36.19 26.70 5.00Gruh Finance 31.03.15 72.68 19.58 1060.32 300.84 203.80 5.61 100 240 42.78 3 1503 304.99 104.89 74.06 2.00Gujarat Alkalies 31.03.15 73.44 290.94 1948.12 175.86 215.48 227.86 31.03 45 159 5.12 3 1506 475.15 52.18 56.51 43.99.Gujarat Ambuja Ex 31.03.15 27.67 59.70 2531.30 103.72 97.76 84.17 6.08 44 7.24 3 1506 610.59 39.28 37.47 24.85 2.00Guj. Fluorochem. 31.03.15 10.99 380.31 5340.81 800.07 825.63 585.24 53.25 350 696 13.07 3 1506 1412.76 207.32 150.64 73.82 1.00Guj. Ind. Power 31.03.15 151.25 121.43 1214.72 302.76 249.49 126.35 8.35 72 8.62 3 1503 247.98 80.86 58.08 15.97

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Page 32: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201532

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Guj. Mineral Dev. 31.03.15 63.60 101.94 1418.89 384.96 526.71 500.33 15.73 76 4.83 3 1506 316.60 69.65 109.78 73.55 2.00Guj. Pip. Port (15m) 31.03.15 483.44 37.04 867.03 417.88 387.28 387.28 8.01 174 21.72 3 1506 184.68 74.58 80.42 80.42Guj State Fertilizers 31.03.15 79.70 112.03 5324.57 489.98 573.91 400.50 10.05 110 67 6.67 3 1506 1084.48 131.82 143.16 100.90 2.00Guj. State Petronet 31.03.15 562.98 64.35 1064.60 726.14 660.32 410.36 7.29 118 16.19 3 1506 259.14 183.69 173.75 112.76Gulf Oil Corp. 31.03.15 9.91 67.45 109.38 9.82 41.87 30.68 6.19 139 22.46 3 1506 26.71 2.89 7.89 5.34 2.00Gulf Oil Lubricants 31.03.15 9.91 188.80 967.48 124.57 116.04 77.41 15.62 175 487 31.18 3 1506 230.42 33.03 31.10 20.47 2.00GVK Power & Infra 31.03.15 157.92 12.28 3049.65 34.11 -1277.70 -834.68 - 7 - 3 1506 999.03 173.13 -218.24 -123.92 1.00Hatsun Agro Prod. 31.03.15 10.87 20.37 2933.09 104.28 47.36 39.16 3.60 180 393 109.17 3 1506 867.11 53.07 37.97 28.69 1.00Hawkins Cookers 31.03.15 5.29 111.38 514.50 47.19 47.32 32.12 60.72 2180 35.90 3 1506 95.92 7.38 7.53 5.06HBL Power Syst. 31.03.15 25.30 24.23 1330.07 94.41 25.32 14.62 0.58 38 65.52 3 1506 304.21 23.12 8.91 6.71 1.00HDFC 31.03.15 314.94 286.22 48315.69 10042.3 10116.6 8762.6 55.65 750 1185 21.29 3 1506 11436.2 2449.2 2453.6 2204.3 2.00HDFC Bank 31.03.15 501.30 247.39 57466.25 17404.47 15328.72 10215.9 40.76 400 1020 25.02 3 1506 16502.9 4849.9 4121.9 2695.7 2.00HDIL 31.03.15 419.00 257.87 1022.47 790.59 297.80 218.66 5.22 61 11.69 3 1506 266.71 188.71 70.06 59.24HEG 31.03.15 39.96 235.42 1240.52 120.71 44.32 39.00 9.76 140 14.34 3 1503 290.03 18.03 6.76 4.01Heritage Foods (I) 31.03.15 23.20 83.16 2072.97 48.04 39.29 28.36 12.22 30 348 28.48 3 1506 578.45 19.56 16.88 10.72Hester Biosciences 31.03.15 8.51 50.56 90.03 20.87 19.45 14.58 8.57 589 68.73 3 1506 24.52 6.83 5.64 4.66HIL 31.03.15 7.49 575.87 1107.79 85.02 91.95 66.86 89.27 200 684 7.66 3 1506 403.92 59.37 59.48 39.27Himachal Futuristic 31.03.15 123.94 7.52 2551.08 212.56 189.91 189.89 1.53 15 9.80 3 1506 625.37 81.36 112.39 112.39 1.00Himatsingka Seide 31.03.15 49.23 81.75 1940.57 169.87 91.45 95.44 9.69 191 19.71 3 1506 468.51 64.08 41.86 40.79 5.00Hindalco Industries 31.03.15 206.52 180.49 34525.03 2579.49 1246.91 925.16 4.48 100 79 17.63 3 1506 8575.3 545.35 138.09 107.19 1.00Hind. Unilever 31.03.15 216.35 17.21 30805.62 4921.55 6187.42 4315.26 19.95 795 39.85 3 1506 8105.1 1431.5 1549.8 1059.1 1.00Hindustan Zinc 31.03.15 845.06 102.60 14788.39 6775.39 9570.12 8178.00 19.35 220 136 7.03 3 1506 3630.17 1487.4 2049.5 1920.8 2.00Hitech Gears 31.03.15 18.77 80.71 431.93 27.32 26.30 18.42 9.81 291 29.66 3 1506 115.25 10.20 9.91 6.59HPCL 31.03.15 338.63 473.13 206626.2 3692.3 4154.1 2733.3 80.72 245 807 10.00 3 1506 51803.3 2312.3 2420.4 1588.0HSIL 31.03.15 14.46 183.00 1980.62 207.49 133.54 85.44 11.82 175 251 21.24 3 1503 558.91 74.97 57.52 39.80 2.00Huhtamaki PPL 31.12.14 14.54 77.68 1225.34 75.38 62.23 66.60 9.16 - - 3 1506 544.84 39.03 20.63 19.92 2.00ICICI Bank 31.03.15 1159.66 138.70 61267.27 19719.91 15819.92 11175.4 19.27 250 272 14.12 3 1506 15802.5 5037.8 4082.4 2976.2 2.00ICRA 31.03.15 10.00 428.78 321.91 89.28 100.43 65.45 65.45 4073 62.23 3 1503 93.09 31.64 34.55 23.02IDBI Bank 31.03.15 1603.96 141.24 32161.62 5728.10 1287.33 873.39 5.45 58 10.64 3 1506 7903.4 1138.2 259.45 135.18Idea Cellular 31.03.15 3597.84 64.00 31570.89 5508.05 4932.53 3192.91 8.87 147 16.57 3 1506 8798.35 1712.5 1433.3 930.83IDFC 31.03.15 1592.78 108.46 9639.82 7921.24 2346.14 1706.95 10.72 131 12.22 3 1506 2225.86 1921.1 402.56 254.21IFB Agro Industries 31.03.15 9.37 236.53 595.05 21.79 25.91 15.57 16.62 333 20.04 3 1506 154.44 10.54 11.18 7.31IFB Industries 31.03.15 41.28 93.32 1261.50 45.93 59.27 49.73 12.05 449 37.26 3 1506 352.00 10.53 13.54 10.54IFCI 31.03.15 1662.04 36.08 3249.30 1054.93 718.02 521.60 3.14 21 6.69 3 1506 886.13 250.49 148.33 101.54IFMR Capital 31.03.15 78.37 28.11 151.79 51.48 49.79 38.23 4.88 - - 6 1503 91.78 36.19 35.22 27.03Igarashi Motors 31.03.15 30.61 81.98 385.08 60.25 71.65 48.95 15.99 599 37.46 3 1506 108.66 20.70 23.99 15.62IIFL Holdings 31.03.15 62.05 82.44 3653.69 2145.03 723.86 447.33 14.42 187 12.97 3 1506 961.16 589.57 187.69 107.65 2.00Indiabulls Housing 31.03.15 71.11 186.52 6449.30 5613.67 2472.53 1901.10 53.47 766 14.33 3 1506 1828.96 1635.3 692.25 511.27 2.00Indiabulls Ven. 31.03.15 52.24 12.20 335.36 181.83 194.09 150.64 5.77 - - 3 1506 96.11 54.52 32.32 27.31 2.00Indiabulls Whole. 31.03.15 10.14 173.56 207.34 26.79 14.76 17.75 3.50 11 3.14 3 1503 49.57 5.03 -4.30 2.38 2.00India Cements 31.03.15 307.18 107.09 4453.85 454.89 29.45 29.45 0.96 73 76.04 3 1506 1075.45 143.97 40.10 40.10India Glycols 31.03.15 30.96 149.32 2557.41 55.67 -116.65 -61.34 - 84 - 3 1506 707.96 57.35 11.22 7.73India Motor Parts 31.03.15 8.32 257.02 511.97 33.98 43.51 31.00 37.26 140 680 18.25 3 1506 128.91 8.32 9.26 6.16India Power Corp. 31.03.15 97.58 9.95 627.36 79.36 36.61 24.18 0.25 - - 3 1506 157.98 20.76 6.27 4.10 1.00Indian Bank 31.03.15 480.29 261.46 17216.30 3013.72 1468.63 1005.17 20.93 126 6.02 3 1506 4494.5 708.64 300.57 215.28Indian Hotels 31.03.15 80.75 26.96 4188.64 197.29 232.48 378.10 4.68 90 19.23 3 1506 1032.92 32.57 66.31 34.78Indian Metals & Fe. 31.03.15 25.98 332.14 1344.79 119.18 33.34 11.98 4.61 132 28.63 3 1503 403.19 49.51 34.24 13.15Indian Oil Corp. 31.03.15 2427.9 279.95 437526.1 5618.4 7995.3 5273.0 21.72 402 18.51 3 1506 101306.8 8957.1 9199.9 6435.7Indian Over. Bank 31.03.15 1235.35 116.48 26076.93 3322.34 111.43 -454.33 - 35 - 3 1506 6672.11 556.31 -107.26 14.76Indian Terrain 31.03.15 7.19 175.80 290.41 30.60 22.75 17.98 25.01 607 24.27 3 1503 68.97 7.42 6.37 4.00Indo National 31.03.15 3.75 431.20 322.07 32.48 40.12 28.92 77.12 - - 3 1506 84.68 8.41 10.24 6.54Indraprastha Gas 31.03.15 140.00 149.87 3680.99 644.32 649.04 437.73 31.27 60 467 14.93 3 1506 901.76 157.53 159.55 101.84Indraprastha Medic. 31.03.15 91.67 21.25 713.39 56.68 49.55 32.49 3.54 60 16.95 3 1506 187.57 14.97 13.24 8.00Indusind Bank 31.03.15 529.45 193.66 12095.84 3098.22 2709.17 1793.72 33.88 40 876 25.86 3 1506 3447.84 922.72 799.39 525.04Infinite Computer 31.03.15 40.16 197.08 1737.43 138.53 144.16 112.89 28.11 177 6.30 3 1506 469.55 26.56 30.53 25.49Info Edge (India) 31.03.15 120.22 117.71 733.17 -25.33 59.56 24.06 2.00 753 376.50 3 1503 173.34 50.84 106.09 82.18Infosys 31.03.15 572.00 478.70 53319.00 13832.0 17258.00 12329.00 107.77 1190 1100 10.21 3 1506 14354.0 3447.0 4205.0 3030.0 5.00Ingersoll-Rand 31.03.15 31.57 303.21 655.53 32.98 100.95 66.15 20.95 742 35.42 3 1506 143.62 -2.19 11.46 7.71

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201533

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Inox Wind 31.03.15 221.92 62.72 2709.93 437.08 389.13 296.42 13.36 372 27.84 3 1506 635.83 80.09 68.72 50.50Insectides (India) 31.03.15 12.68 229.82 964.19 96.89 64.17 54.85 43.26 25 408 9.43 3 1506 285.40 31.03 23.46 19.80International Paper 31.03.15 39.77 104.11 1144.17 28.82 -6.31 0.25 0.06 279 - 3 1506 299.08 20.05 11.28 8.03Internat. Travel Ho. 31.03.15 7.99 181.86 180.63 23.46 26.21 18.38 23.00 227 9.87 3 1506 50.70 7.31 9.13 5.98Intrasoft Tech. 31.03.15 14.73 53.98 343.33 3.50 6.85 5.96 4.05 436 107.65 3 1506 118.00 0.46 1.41 1.22IPCA Laboratories 31.03.15 25.24 176.97 3085.14 343.33 357.73 256.11 20.29 50 750 36.96 3 1506 757.97 40.08 27.13 18.89 2.00ITC 31.03.15 801.55 39.52 38834.81 13173.66 14362.05 9663.17 12.06 625 314 26.04 3 1506 8587.70 3127.6 3432.2 2265.4 1.00J & K Bank 31.03.15 48.49 126.01 7655.10 1835.83 820.31 508.60 10.49 210 92 8.77 3 1506 1888.35 458.31 245.44 158.76 1.00Jagran Prakashan 31.03.15 63.45 35.75 1769.76 347.02 338.02 307.97 9.71 134 13.80 3 1506 481.15 111.70 113.03 179.97 2.00Jamna Auto Inds. 31.03.15 39.62 45.42 1095.01 63.39 47.38 29.38 7.42 22 191 25.74 3 1506 290.07 19.95 18.74 12.82Jayant Agro-Org. 31.03.15 7.50 146.79 1580.72 46.13 10.75 10.69 7.13 112 15.71 3 1506 347.48 14.74 7.62 4.13 5.00Jet Airways 31.03.15 113.60 - 19573.43 -878.45 -1813.7 -1813.7 - 330 - 3 1506 5220.1 162.41 221.70 221.70Jindal Drill & Ind. 31.03.15 14.49 279.30 444.86 30.23 59.35 40.73 14.05 10 134 9.54 3 1503 116.53 11.06 19.55 11.88 5.00Jindal Saw 31.03.15 58.01 145.69 6601.30 623.29 410.26 262.53 9.05 62 6.85 3 1506 1912.22 194.06 154.70 104.22 2.00Jindal Steel & Pow. 31.03.15 91.49 229.99 19400.29 2750.51 -1542.75 -1278.12 - 64 - 3 1506 4426.32 271.08 -505.54 -339.26 1.00JK Agri Genetics 31.03.15 3.60 160.78 209.83 27.37 17.19 12.22 33.94 476 14.02 3 1506 131.67 37.68 35.37 23.52JK Cement 31.03.15 69.93 235.46 3348.59 318.65 159.15 156.92 22.44 625 27.85 3 1506 813.72 50.87 -1.11 0.16JK Lakshmi Cem. 31.03.15 58.85 113.06 2307.06 349.46 111.77 95.60 8.12 371 45.69 3 1506 590.75 50.68 -34.91 -23.48 5.00JK Paper 31.03.15 136.62 56.73 2158.83 254.34 -51.03 -12.74 - 37 - 3 1506 585.35 100.10 24.14 16.78JK Tyre & Ind. 31.03.15 45.36 61.77 7327.85 772.99 485.55 329.66 14.54 75 105 7.22 3 1506 1759.91 253.78 183.47 118.12JM Financial 31.03.15 78.37 31.11 1392.38 926.45 516.91 330.52 4.22 135 45 10.66 3 1506 382.80 265.56 145.83 72.35 1.00Jocil 31.03.15 8.88 166.96 330.52 18.37 19.68 13.11 14.76 129 8.74 3 1506 112.39 6.47 6.81 4.45JSW Energy 31.03.15 1640.05 45.84 9380.16 2833.65 1892.07 1349.51 8.23 20 84 10.21 3 1506 2106.99 618.85 423.91 277.45JSW Holdings 31.03.15 11.10 49.36 46.27 46.27 36.71 33.07 931 28.15 3 1506 7.29 6.57 6.57 5.15JSW Steel 31.03.15 241.72 919.60 52971.51 5967.80 2539.11 1796.57 74.32 110 993 13.36 3 1503 12599.7 784.37 -81.16 62.38Justdial 31.03.15 70.49 95.52 589.80 141.69 190.54 138.89 19.70 927 47.06 3 1506 168.62 41.69 48.81 33.17Jyothy Laboratories 31.03.15 18.10 43.08 1514.83 130.46 124.52 121.12 6.69 312 46.64 3 1506 414.34 50.31 52.21 44.58 1.00Kajaria Ceramics 31.03.15 15.89 93.26 2186.89 298.25 270.33 175.60 22.10 699 31.63 3 1506 548.72 76.37 70.22 46.22 2.00Kalyani Steels 31.03.15 21.83 109.00 1226.62 136.08 124.02 83.31 19.08 135 7.08 3 1506 301.64 48.00 45.09 28.89 5.00Kanoria Chemicals 31.03.15 21.85 112.05 337.79 19.45 15.63 15.29 3.50 46 13.14 3 1506 83.45 9.20 6.75 5.82 5.00Kanpur Plast. 31.03.15 7.96 68.07 249.22 25.49 16.61 11.45 14.38 124 8.62 3 1506 64.75 10.43 8.09 5.49Karnataka Bank 31.03.15 188.46 179.83 5205.41 723.27 542.36 451.45 23.95 50 120 5.01 3 1506 1348.17 239.02 123.17 109.34Karur Vysya Bank 31.03.15 121.63 349.09 5976.71 943.29 462.78 464.28 38.17 442 11.58 3 1506 1518.50 295.73 178.08 134.58Kaveri Seed Co. 31.03.15 13.78 109.37 1161.23 294.76 310.00 300.96 43.68 375 460 10.53 3 1506 664.07 219.92 221.94 218.44 2.00K.C.P. 31.03.15 12.89 27.84 607.25 62.19 24.45 15.86 1.23 75 69 56.10 3 1506 207.25 46.14 34.18 34.18 1.00KEC International 31.03.15 51.42 51.72 8467.80 423.69 261.06 160.99 6.26 138 22.04 3 1506 1877.96 118.15 50.38 30.39 2.00KEI Industries 31.03.15 15.45 39.33 2030.95 168.29 52.88 34.25 4.43 100 22.57 3 1506 518.39 48.68 16.82 11.70 2.00Kewal Kiran Cloth. 31.03.15 12.33 259.38 408.32 92.77 98.09 66.25 53.73 2150 40.01 3 1506 92.41 14.26 17.48 11.37Kirloskar Brothers 31.03.15 15.88 100.29 1625.71 35.58 5.53 8.49 1.07 205 191.59 3 1506 368.98 3.39 5.67 7.33 2.00Kirloskar Ferrous 31.03.15 68.65 33.14 1365.09 98.54 71.85 49.28 3.59 50 13.93 3 1506 302.88 27.06 21.47 15.32 5.00Kirloskar Oil Eng. 31.03.15 28.92 92.77 2504.42 146.68 205.43 143.14 9.90 299 30.20 3 1506 581.50 26.46 45.56 35.89 2.00Kirloskar Pneumat. 31.03.15 12.84 236.02 443.85 11.90 22.53 17.93 13.96 505 36.17 3 1503 177.69 22.99 28.07 21.29Kitex Garments 31.03.15 4.75 55.55 511.10 147.41 141.67 98.52 20.74 710 34.23 3 1506 109.08 24.69 25.82 15.97 1.00Kotak Mah. Bank 31.03.15 386.18 183.09 11748.32 2997.46 2832.96 1865.98 24.16 646 26.74 3 1506 4583.9 596.97 291.66 189.78 5.00Kothari Products 31.03.15 19.90 372.64 4648.16 70.24 73.37 49.31 24.78 207 8.35 3 1506 1148.65 27.30 24.99 16.61KPR Mill 31.03.15 37.68 246.87 2565.75 283.28 223.38 173.57 46.06 724 15.72 3 1506 623.26 84.75 72.95 50.49KSE 31.03.15 3.20 224.41 900.21 54.25 63.89 43.63 136.34 - - 3 1506 215.40 3.29 3.33 2.18La Opala RG 31.03.15 11.10 33.40 223.33 55.74 55.76 41.74 7.52 65 573 76.20 3 1506 51.97 12.40 12.66 9.21 2.00Lakshmi Mach. Wo. 31.03.15 11.27 1118.4 2384.82 191.79 288.00 207.45 184.07 375 3500 19.01 3 1506 564.19 42.43 66.05 43.86Lakshmi Mills 31.03.15 6.96 507.90 221.30 9.51 2.83 4.29 61.64 - - 3 1506 53.01 3.61 1.72 1.52 100.0Lakshmi Vilas Bank 31.03.15 179.17 82.47 2498.56 365.72 188.21 132.29 7.38 20 76 10.30 3 1506 693.06 109.57 49.26 40.26Larsen & Toubro 31.03.15 185.91 439.93 92004.58 8710.75 7217.24 4764.82 51.26 812.5 1606 31.33 3 1506 20252.2 1667.9 1218.62 606.19 2.00L&T Finance Hold. 31.03.15 1720.29 37.07 6196.23 4457.50 1174.82 854.68 4.97 67 13.48 3 1506 1717.63 1218.9 275.24 192.46LIC Housing Fin. 31.03.15 100.93 154.93 10669.35 1972.64 2101.94 1386.19 27.47 439 15.98 3 1506 2945.89 559.45 579.02 382.13 2.00Lovable Lingerie 31.03.15 16.80 110.18 172.49 21.72 26.94 19.72 11.74 255 21.72 3 1506 65.51 11.19 16.63 12.22LT Foods 31.03.15 26.45 174.94 2778.61 261.28 111.30 72.49 27.41 179 6.53 3 1506 755.19 83.60 41.52 26.83Lumax Auto Tech. 31.03.15 13.63 165.77 837.17 47.42 67.78 44.98 33.00 247 7.48 3 1506 219.73 12.58 12.85 8.23Lumax Industries 31.03.15 9.35 177.03 1142.56 23.15 14.27 16.57 17.72 430 24.27 3 1506 318.01 17.49 14.83 11.36

Page 34: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201534

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Lupin 31.03.15 89.90 197.42 12770.01 3184.89 3414.83 2403.24 53.46 375 1840 34.42 3 1506 3150.23 715.94 789.11 525.02 2.00Lycos Internet 31.03.15 95.25 32.12 1957.00 530.34 521.99 342.22 7.19 24 3.34 3 1506 498.64 141.50 140.60 90.69 2.00Mac Charles 31.03.15 13.10 67.33 26.04 25.96 17.54 13.39 202 15.09 3 1503 21.45 8.45 8.42 5.69Madhucon Projects 31.03.15 7.38 - 2038.06 456.21 88.06 -3.54 - 10 59 - 3 1503 300.95 60.31 20.50 16.20 1.00Magma Fincorp 31.03.15 38.09 86.90 2353.63 1424.08 223.49 180.67 9.49 84 8.85 3 1506 606.17 353.79 57.22 45.22 2.00Magna Electro Cast. 31.03.15 4.58 89.34 105.06 10.24 8.37 5.43 11.86 104 8.77 3 1506 24.22 2.23 1.81 1.41Maharashtra Scooter 31.03.15 11.43 220.70 6.95 -8.15 54.76 54.76 47.91 998 20.83 3 1506 2.31 -1.10 1.96 1.96Maharashtra Seam. 31.03.15 33.50 337.10 1354.66 74.75 128.97 91.56 13.67 100 158 11.56 3 1503 364.74 17.35 46.64 30.14 5.00M & M Finan. Ser. 31.03.15 112.83 105.34 6021.14 4003.10 1399.87 912.91 16.18 200 239 14.77 3 1506 1504.65 854.58 169.82 107.42 2.00Mahindra Holidays 31.03.15 88.03 83.03 794.85 114.39 126.84 79.02 8.98 296 32.96 3 1506 227.38 35.00 38.51 25.06Maithan Alloys 31.03.15 14.56 221.50 1106.51 82.46 66.41 52.62 36.14 80 2.21 3 1503 208.66 7.60 7.60 10.04Man Infraconstruct. 31.03.15 49.50 25.74 274.80 12.62 75.39 47.41 1.92 35 18.23 3 1506 47.78 3.74 8.97 4.79 2.00Manaksia 31.03.15 13.11 166.68 1127.61 137.44 113.26 103.43 15.78 46 2.92 3 1506 296.65 38.81 31.56 26.97 2.00Manali Petrochem. 31.03.15 86.03 14.23 733.13 64.64 69.53 43.99 2.56 23 8.98 3 1506 169.87 20.35 22.14 14.73 5.00Manappuram Fin. 31.03.15 168.24 31.30 1986.42 1284.06 413.67 271.32 3.23 23 7.12 3 1506 539.04 326.02 91.88 59.30Mangalam Cement 31.03.15 26.69 192.15 921.85 56.82 18.99 17.92 6.71 217 32.34 3 1503 238.67 11.35 1.77 2.72Mangalam Drugs 31.03.15 13.18 22.28 220.66 16.24 6.01 6.14 4.66 79 16.95 3 1506 69.59 5.37 3.75 3.05Mangalore Chem. F 31.03.15 118.55 49.20 2578.78 130.49 18.29 37.54 3.17 43 13.56 3 1503 666.60 70.01 42.58 34.06Manpasand Bev. 31.03.15 37.75 50.63 359.75 43.58 33.34 29.95 7.93 415 52.33 3 1506 154.88 21.56 17.53 15.72Marico 31.03.15 64.50 28.29 5732.98 785.72 821.66 573.46 8.89 408 45.89 3 1506 1783.22 304.68 331.97 237.83 1.00Maruti Suzuki Ind. 31.03.15 151.04 694.45 49970.64 4242.64 4868.20 3711.22 122.86 500 4320 35.16 3 1506 13424.9 1517.5 1670.5 1192.9 5.00Mayur Uniquot. 31.03.15 21.65 51.55 506.32 89.91 93.25 65.90 15.22 417 27.40 3 1506 128.55 27.96 28.50 19.41 5.00MBL Infrastructure 31.03.15 20.73 316.69 1961.79 216.75 118.76 81.59 39.36 246 6.25 3 1506 612.91 62.26 37.29 29.92MCX 31.03.15 51.00 235.72 222.49 61.64 170.05 125.05 24.52 955 38.95 3 1503 58.97 27.04 65.99 49.30MIC Electronics 31.03.15 23.78 25.47 158.55 2.94 0.03 1.81 0.15 23 153.33 3 1503 45.33 7.65 12.21 13.81 2.00Mindteck (India) 31.03.15 24.65 66.03 319.15 28.07 27.81 19.20 7.79 59 7.57 3 1506 80.19 6.66 6.97 5.00Mindtree 31.03.15 83.70 240.43 3561.90 607.40 690.80 536.30 64.07 1370 21.38 3 1506 981.60 140.70 178.10 138.20Mirza International 31.03.15 18.54 33.71 918.99 118.02 78.73 51.16 5.52 102 18.48 3 1506 249.61 37.04 27.67 18.02 2.00MM Forgings 31.03.15 12.07 197.12 502.53 75.39 68.66 50.55 41.88 546 13.04 3 1506 124.15 17.79 16.67 12.92MOIL 31.03.15 168.00 201.29 823.25 333.97 650.57 428.01 25.48 211 8.28 3 1506 184.62 70.37 136.17 89.88Monte Carlo Fash. 31.03.15 21.73 174.90 582.58 89.57 91.45 59.77 27.51 437 15.89 3 1506 68.88 2.58 2.77 1.48Motherson Sumi 31.03.15 88.19 37.58 35031.89 2282.02 1817.15 862.47 9.78 280 28.63 3 1506 9384.80 598.48 530.31 265.76 1.00Mphasis 31.03.15 210.15 260.76 5794.81 772.02 937.68 674.64 32.10 406 12.65 3 1503 1429.03 178.32 240.74 177.69MPS 31.03.15 18.62 137.55 223.87 81.24 93.10 61.44 33.00 792 24.00 3 1506 60.35 21.93 22.24 14.38MRPL 31.03.15 1752.60 30.27 57477.07 -2572.70 -2155.89 -1712.23 - 52 - 3 1506 11316.7 572.99 509.07 405.90Muthoot Finance 31.03.15 397.97 127.74 4313.80 3123.38 1027.86 670.52 16.85 162 9.61 3 1506 1140.06 847.92 283.48 183.16Nabha Power 31.03.15 2325.00 10.32 3174.24 334.08 240.68 190.43 0.82 - - 6 1503 1609.86 217.13 206.99 163.80Nahar Spinning Mi 31.03.15 18.03 210.84 2149.61 82.69 14.84 20.21 5.60 104 18.57 3 1506 513.06 48.82 35.13 26.38 5.00Nandan Denim 31.03.15 45.55 56.82 1096.53 105.89 71.23 51.38 11.28 113 10.02 3 1503 278.31 23.81 16.13 15.31Natco Pharma 31.03.15 33.23 254.60 825.27 166.11 134.21 134.61 40.51 2226 54.95 3 1506 223.71 44.82 38.57 28.23National Alumin. 31.03.15 1288.62 49.65 7382.81 1292.36 2113.42 1321.85 5.13 10 37 7.21 3 1506 1491.27 124.72 254.27 163.44 5.00National Buildings 31.03.15 120.00 111.53 4674.14 285.95 392.84 278.28 23.19 55 942 40.62 3 1503 1814.01 164.55 191.36 133.64National Peroxide 31.03.15 5.75 363.39 196.30 14.73 16.41 6.23 10.83 590 54.48 3 1506 56.41 3.96 4.32 2.69Nava Bharat Vent. 31.03.15 17.86 283.83 1152.94 130.36 152.71 142.47 15.95 136 8.53 3 1506 200.55 8.65 14.60 12.96 2.00NCC 31.03.15 111.19 60.87 9512.89 723.11 112.69 53.87 0.97 20 63 64.95 3 1506 2015.93 156.26 22.64 2.58 2.00NCL Industries 31.03.15 34.94 42.54 535.80 46.48 12.34 8.90 2.55 91 35.69 3 1506 157.76 33.42 25.95 20.34Nectar Lifesciences 31.03.15 22.43 42.71 1643.64 190.34 84.75 66.26 2.95 37 12.54 3 1506 407.70 48.77 22.70 17.41 1.00Neuland Labs 31.03.15 8.95 177.71 464.70 46.60 24.48 15.78 17.63 732 41.52 3 1506 122.63 16.22 11.29 7.30Neyveli Lignite Co. 31.03.15 1677.71 88.64 6087.68 1484.53 2383.33 1579.68 9.42 28 73 7.75 3 1506 1843.74 475.93 553.48 366.90NHPC 31.03.15 11070.7 27.78 8244.07 3555.98 3718.35 2491.36 2.25 6 16 7.11 3 1506 2007.39 894.84 969.45 767.17NIIT Technologies 31.03.15 61.04 167.08 1346.09 162.41 167.90 147.59 24.18 443 18.32 3 1506 361.73 53.96 84.30 72.27Nitin Spinners 31.03.15 45.83 36.44 616.80 72.42 53.75 40.96 8.94 57 6.38 3 1506 196.47 27.94 18.22 11.78NMDC 31.03.15 396.47 81.55 12356.41 7615.45 9767.84 6421.86 16.20 103 6.36 3 1506 1806.4 1062.6 1551.3 1010.1Novartis India 31.03.15 15.98 313.51 873.38 -7.87 99.56 79.11 24.75 200 774 31.27 3 1506 224.05 0.35 20.57 13.45 5.00NTPC 31.03.15 8245.46 99.56 80622.04 11947.67 10456.2 9986.3 12.11 25 126 10.40 3 1506 17084.6 2199.7 1707.6 2135.4Oberoi Realty 31.03.15 328.24 141.19 922.67 473.49 498.22 317.12 9.66 240 24.84 3 1506 210.25 115.20 120.71 79.57OCL India 31.03.15 11.38 210.23 2214.92 204.23 161.02 113.68 19.98 504 25.23 3 1506 678.61 94.36 73.35 48.82 2.00Oil Country Tub. 31.03.15 44.29 55.98 259.88 8.79 -3.72 -2.09 - 28 - 3 1503 64.79 3.49 2.38 7.14

Page 35: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201535

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Oil India 31.03.15 601.14 357.89 9748.23 2797.75 3728.70 2510.20 41.76 200 3 1506 2882.64 1030.4 1224.9 775.42Om Metals Infra. 31.03.15 9.63 56.28 224.02 33.97 34.79 29.05 3.02 49 16.23 3 1506 41.37 11.65 12.17 10.67 1.00Omkar Speciality 31.03.15 20.58 80.40 265.13 41.84 28.25 24.28 11.80 164 13.90 3 1506 90.48 15.44 12.18 8.17ONGC 31.03.15 4277.76 167.87 82870.96 21190.8 26555.2 17732.9 20.73 190 230 11.10 3 1506 22825.3 7547.8 8350.9 5459.9 5.00Oracle Fin. Serv. S 31.03.15 42.31 407.00 3904.91 1482.71 1830.84 1192.32 140.90 3801 26.98 3 1506 1056.56 459.10 509.88 329.33 5.00Orient Cement 31.03.15 20.49 47.61 1547.00 259.37 251.18 194.78 9.51 159 16.72 3 1506 349.40 48.05 46.53 27.89 1.00Oriental Bank of Co. 31.03.15 299.85 438.80 22082.78 4227.07 634.78 497.08 16.58 33 130 7.84 3 1506 5568.78 1044.5 466.84 257.84Oriental Carbon 31.03.15 10.31 236.22 282.57 58.20 62.96 51.32 49.78 542 10.89 3 1506 72.11 16.53 16.47 14.35Ortel Communicat. 31.03.15 30.37 41.85 154.793 23.32 7.06 5.60 1.84 203 110.33 3 1506 40.60 6.18 3.05 2.44Ortin Labs 31.03.15 16.94 13.25 60.41 4.86 1.33 0.90 0.53 9 16.98 3 1506 12.28 1.36 0.75 0.49Page Industries 31.03.15 11.15 346.87 1543.48 301.78 293.31 196.02 175.80 520 12945 73.63 3 1506 446.52 95.84 96.18 63.18Paul Merchants 31.03.15 1.03 1154.5 2163.71 24.87 24.14 15.86 153.98 - - 3 1506 628.71 7.29 7.23 5.06PC Jeweller 31.03.15 179.10 111.13 6348.52 700.99 539.32 378.23 21.12 32 389 18.42 3 1503 2020.19 200.33 168.73 120.13Pennar Industries 31.03.15 60.17 31.54 1446.46 117.53 66.60 35.90 2.98 48 16.11 3 1506 311.85 25.96 13.03 6.60 5.00Persistent Systems 31.03.15 80.00 175.69 1891.25 296.49 389.97 290.63 36.33 50 679 18.69 3 1506 500.42 74.24 94.01 67.22Petronet LNG 31.03.15 750.00 75.85 39500.95 1123.61 984.90 882.52 11.77 20 174 14.78 3 1506 8377.17 281.00 253.13 247.50Pfizer 31.03.15 45.75 431.26 1853.31 251.89 238.02 69.82 15.26 2316 151.77 3 1506 484.21 403.51 97.40 53.83PI Industries 31.03.15 13.66 65.63 1940.27 322.96 355.24 245.89 18.00 250 655 36.39 3 1506 554.81 124.35 130.23 87.30 1.00Pincon Spirit 31.03.15 10.02 54.55 602.56 30.57 23.64 15.68 15.65 - - 3 1506 230.90 11.86 8.59 5.67Piramal Enterprises 31.03.15 34.51 680.15 5122.61 595.61 3035.35 2849.95 165.17 847 5.13 3 1506 1473.59 227.79 176.71 202.74 2.00Piramal Glass 31.03.15 80.92 44.33 1911.71 130.24 8.50 -6.05 - - - 3 1503 488.39 44.24 12.44 6.04PNB Gilts 31.03.15 180.01 40.05 409.80 394.19 133.89 89.61 4.98 26 5.22 3 1503 95.04 89.67 22.20 14.83PNB Housing Fin. 31.03.15 103.85 152.27 1776.73 295.78 196.11 18.88 - - 3 1503 517.14 89.70 57.09Poddar Pigments 31.03.15 10.61 89.20 318.31 19.58 21.93 16.31 15.37 123 8.00 3 1506 75.32 4.69 5.22 3.77Pokarna 31.03.15 6.20 85.55 326.36 60.50 35.41 31.36 50.58 994 19.65 3 1506 96.35 24.39 16.65 11.79Power Fin. Corp. 31.03.15 1320.04 244.08 24861.32 8332.75 8378.23 5959.33 45.15 91 220 4.87 3 1506 6755.3 2289.5 2293.3 1576.2Power Grid Corp. 31.03.15 5231.59 72.95 17177.23 9665.89 6269.38 4979.17 9.52 20 128 13.45 3 1506 4717.55 2767.9 1729.3 1366.5Praj Industries 31.03.15 35.49 35.06 1011.85 54.83 86.38 76.27 4.30 81 18.84 3 1506 192.50 6.62 8.96 5.18 2.00Premier Explosives 31.03.15 8.86 69.88 149.49 9.24 7.62 5.32 6.00 20 342 57.00 3 1506 37.65 2.16 -2.30 -1.47Pressman Adv. 31.03.15 4.70 9.87 40.17 4.56 5.71 3.97 1.69 31 18.34 3 1506 14.72 1.92 2.01 1.34 2.00Prestige Estates 31.03.15 375.00 103.85 2374.34 580.07 590.48 414.23 11.05 15 216 19.55 3 1506 695.89 77.48 145.94 128.17PTC India 31.03.15 296.01 89.14 13081.65 266.75 301.31 203.10 6.86 59 8.60 3 1506 3296.18 58.91 70.18 47.93PTC India Financ. 31.03.15 562.08 25.57 801.89 245.29 245.31 160.88 2.86 40 13.99 3 1506 226.59 93.84 93.84 61.37Punjab & Sind Bank 31.03.15 400.41 120.17 9017.30 775.45 148.12 121.35 3.03 36 11.88 3 1503 2234.90 202.08 -60.11 -70.24Punj. Nat. Bank 31.03.15 370.91 186.01 52206.09 11954.75 3957.25 3061.58 16.51 165 137 8.30 3 1506 13432.1 3132.1 1320.7 720.71 2.00Puravankara Proj. 31.03.15 118.58 95.33 1677.72 370.88 159.82 132.73 5.60 63 11.25 3 1503 409.09 84.28 29.44 20.45 5.00PVR 31.03.15 41.53 98.53 1481.34 88.23 12.45 12.76 3.07 854 278.18 3 1506 486.02 83.25 59.02 58.05Radico Khaitan 31.03.15 26.61 61.67 1488.39 132.09 87.13 67.64 5.08 85 16.73 3 1506 394.71 37.11 25.39 18.09 2.00Rain Ind. 31.12.14 67.27 87.58 11936.99 865.50 57.69 88.53 2.63 35 13.31 3 1506 2623.7 355.57 211.78 145.13 2.00Rajesh Exports 31.03.15 29.53 115.81 50462.89 1204.23 726.07 654.93 22.18 100 451 20.33 3 1506 15144.3 379.52 237.16 237.16 1.00Ramco Cements 31.03.15 23.81 110.27 3732.20 545.51 358.44 246.13 10.34 150 326 31.53 3 1506 952.78 185.14 137.65 94.67 1.00Ramco Industries 31.03.15 8.67 64.28 899.65 60.83 38.77 90.06 10.39 106 10.20 3 1506 277.66 26.64 17.15 31.08 1.00Ramkrishna Forg. 31.03.15 27.47 147.55 740.76 95.52 78.42 74.74 27.21 627 23.04 3 1506 235.51 36.91 25.09 17.70Rane Engine Valve 31.03.15 5.15 221.26 395.18 1.31 31.46 23.48 45.59 500 10.97 3 1506 86.81 -3.71 21.25 15.09Rane Holdings 31.03.15 14.28 381.01 2210.88 115.31 133.34 70.94 49.68 634 12.76 3 1506 550.97 26.54 46.29 22.18Rane (Madras) 31.03.15 10.51 138.44 778.88 35.17 16.84 12.44 11.84 305 25.76 3 1506 202.57 9.09 2.26 1.65Rashtriya Chem. 31.03.15 551.69 49.14 7713.45 552.22 509.63 322.06 5.84 44 7.53 3 1506 1901.70 97.48 82.16 52.84Raymond 31.03.15 61.38 251.12 5351.69 284.00 159.74 112.81 18.38 30 391 21.27 3 1506 1121.69 9.72 -13.12 -13.72Redington(India) 31.03.15 79.94 59.40 31554.86 651.49 555.47 386.53 9.67 104 10.75 3 1506 7569.65 145.59 115.06 81.15 2.00Reliance Capital 31.03.15 253.00 526.64 8787.00 3799.00 1231.00 1001.00 39.57 353 8.92 3 1506 2450.00 958.0 280.00 201.00Reliance Comm. 31.03.15 1244.00 150.10 21770.00 3373.00 946.00 714.00 2.87 67 23.34 3 1506 5493.0 854.0 198.00 177.00 5.00Reliance Industries 31.03.15 3236.00 673.51 375435.00 25817.00 30996.0 23566.0 72.82 100 864 11.86 3 1506 77130.0 7136. 8066. 6222.Rel. Ind. Infras. 31.03.15 15.10 163.91 90.09 14.85 24.70 22.07 14.62 321 21.96 3 1506 23.30 3.31 6.56 4.44Reliance Infrastruc. 31.03.15 263.03 995.00 17198.46 2077.81 1383.63 1800.18 68.44 356 5.20 3 1506 4336.83 501.57 350.31 400.91Reliance Power 31.03.15 2805.13 73.55 6903.42 2061.98 1286.36 1028.32 3.67 40 10.90 3 1506 2767.9 918.53 438.63 344.34Religare Enterprise 31.03.15 178.33 217.79 4104.58 2054.45 485.21 153.79 8.62 301 34.92 3 1506 1044.35 547.91 123.20 37.15

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201536

Renaissance Jewel 31.03.15 19.08 209.11 1276.44 56.43 45.57 40.16 21.05 71 3.37 3 1506 252.59 9.77 7.85 4.84Repco Home Fin. 31.03.15 62.36 130.23 692.20 185.35 186.17 123.08 19.74 15 662 33.54 3 1506 200.03 46.23 46.30 30.23Revathi Equipment 31.03.15 3.07 378.86 163.01 17.13 10.34 3.92 12.77 635 49.73 3 1506 53.15 5.74 4.73 4.83Rolta India 31.03.15 161.33 96.52 3679.46 654.62 284.00 245.17 15.20 101 6.64 3 1506 983.40 143.86 43.48 40.72R P P Infra. 31.03.15 22.60 75.52 265.94 27.66 21.11 16.58 7.34 100 13.62 3 1506 85.65 11.59 6.36 4.48R S Software 31.03.15 12.84 87.21 376.42 87.59 99.07 64.94 25.29 135 5.34 3 1506 77.40 11.62 15.76 11.10 5.00R Systems Int. 31.12.14 12.67 16.82 653.37 84.10 112.42 78.13 6.17 69 11.18 3 1506 166.28 21.40 22.30 14.35 1.00Ruchira Papers 31.03.15 22.42 46.96 346.56 29.60 20.44 12.83 5.72 40 6.99 3 1506 92.88 12.59 10.58 5.66Rupa & Co. 31.03.15 7.95 39.53 969.07 118.87 100.43 65.71 8.27 331 40.02 3 1506 208.37 27.86 22.81 15.09 1.00Rural Electrification 31.03.15 987.46 251.73 20229.53 7268.52 7427.04 5259.87 53.27 107 252 4.73 3 1506 5662.9 2077.5 2124.2 1478.6SAIL 31.03.15 4130.53 105.53 45843.56 2858.72 2392.88 2117.51 5.13 20 52 10.14 3 1503 11585.1 422.85 275.19 334.22Sadbhav Eng. 31.03.15 17.15 78.84 2969.85 218.53 145.85 113.73 6.63 288 43.44 3 1506 829.28 69.06 49.58 39.48 1.00Sagar Cements 31.03.15 17.39 299.79 575.57 34.89 378.07 296.65 170.59 400 2.34 3 1506 194.72 32.62 36.52 22.70Samkrg Pistons 31.03.15 9.82 86.30 232.47 22.29 18.01 12.32 12.55 141 11.24 3 1506 58.09 7.01 6.30 4.45Sanghvi Movers 31.03.15 8.66 151.12 308.23 58.47 23.20 8.06 1.86 320 172.04 3 1506 109.53 43.59 32.25 21.09 2.00Sasken Communica. 31.03.15 21.34 209.44 428.00 21.05 216.18 119.56 56.03 233 4.16 3 1506 109.28 8.55 15.02 9.85Savita Oil Tech. 31.03.15 14.60 386.95 1848.91 27.65 -4.18 -1.27 - 565 - 3 1506 390.54 23.46 17.65 11.87SE Investments 31.03.15 40.56 128.14 178.38 122.63 66.70 44.52 10.98 278 25.32 3 1503 47.34 32.37 16.69 4.48Selan Exploration 31.03.15 16.40 170.93 79.29 32.64 44.26 28.30 17.26 218 12.63 3 1506 19.06 7.08 9.86 6.38Seshasayee Paper 31.03.15 12.61 311.65 1014.12 59.99 25.41 17.35 13.76 232 16.86 3 1506 237.50 15.99 8.00 5.39Shanthi Gears 31.03.15 8.17 33.14 155.19 1.49 13.11 9.32 1.14 92 80.70 3 1506 37.72 0.66 2.92 1.89 1.00Shilpi Cable Tech. 31.03.15 102.63 50.53 3212.93 252.26 177.87 159.99 15.59 61 3.91 3 1506 1010.88 83.43 62.67 55.49Shipping Corp. 31.03.15 465.80 140.27 4308.56 188.18 276.13 200.93 4.31 67 15.55 3 1506 1056.46 185.82 179.54 163.54Shivam Autotech 31.03.15 10.00 36.30 445.82 55.65 35.87 28.14 5.63 138 24.51 3 1506 113.12 15.22 10.20 7.76 2.00Shree Cement 30.06.15 34.84 1514.5 6453.57 419.07 400.83 426.33 122.37 240 11498 93.96 3 1506 1724.59 118.52 107.40 104.11Shriram City Union 31.03.15 65.91 639.66 3561.70 2171.53 866.79 571.42 86.70 1729 19.94 3 1506 912.85 560.06 224.44 147.70Shriram Transport 31.03.15 226.91 407.12 8636.95 6224.59 1842.39 1237.81 54.55 867 15.89 3 1506 2351.76 1670.9 479.01 321.11Sical Logistics 31.03.15 55.62 79.54 827.52 38.50 21.93 16.32 2.93 158 53.92 3 1506 164.37 12.43 2.79 1.39Sicagen India 31.03.15 39.57 120.87 780.77 0.83 8.22 6.58 1.66 14 8.43 3 1503 173.57 3.77 8.93 7.14Sintex Industries 31.03.15 42.44 110.69 7034.77 950.03 713.00 528.81 12.46 70 96 7.70 3 1506 1471.2 155.57 102.43 69.01 1.00SJVN 31.03.15 4136.63 24.67 2817.53 1800.52 2047.25 1676.65 4.05 25 6.17 3 1506 776.29 512.05 594.47 484.43Skipper 31.03.15 10.23 31.27 1312.80 193.17 136.57 89.17 8.72 140 16.06 3 1506 236.66 29.46 15.35 10.02 1.00SKM Egg Prod. 31.03.15 26.33 25.47 271.34 24.02 34.83 25.19 9.57 133 13.90 3 1506 57.95 5.57 11.02 8.28SKS Microfinance 31.03.15 126.29 82.86 723.96 393.50 193.57 187.66 14.86 466 31.36 3 1506 240.85 138.49 79.49 61.16SMC Global Sec. 31.03.15 22.63 47.66 369.40 69.78 62.62 42.00 3.71 - - 3 1503 100.97 21.09 20.38 13.95 2.00SML Isuzu 31.03.15 14.48 209.19 1105.55 45.78 48.75 36.94 25.51 60 1168 45.79 3 1506 383.16 37.99 39.08 29.06SMS Pharma 31.03.15 8.47 306.15 579.29 69.09 67.48 35.24 41.61 574 13.79 3 1506 123.95 12.97 9.20 7.20Snowman Logistics 31.03.15 166.68 25.09 202.93 22.51 14.73 24.75 1.48 100 67.57 3 1506 59.20 5.75 4.59 5.53Sobha Developers 31.03.15 98.10 247.89 2440.60 545.10 371.70 238.10 24.27 70 274 11.29 3 1506 461.50 114.90 28.40 45.00Solar Industries 31.03.15 18.10 428.66 1351.89 222.56 202.62 147.41 81.44 3576 43.91 3 1506 387.78 63.18 62.34 41.37Sona Koyo Steering 31.03.15 19.87 16.28 1552.97 111.98 85.71 37.90 1.91 58 30.37 3 1506 374.67 19.30 13.19 4.14 1.00Sonata Software 31.03.15 10.52 40.73 1682.13 164.91 181.90 133.70 12.71 700 140 11.01 3 1506 479.16 46.87 53.48 38.20 1.00South Indian Bank 31.03.15 135.02 25.56 5783.29 816.26 445.60 307.20 2.28 60 21 9.21 3 1506 1480.51 180.89 101.38 65.29 1.00Southern Petrochem 31.03.15 203.64 11.18 2254.98 54.11 8.43 10.37 0.51 16 31.37 3 1503 485.91 17.34 20.35 20.35Sree Rayalaseema Al 31.03.15 78.72 34.57 776.60 65.12 31.59 22.15 2.81 14 4.98 3 1506 183.33 20.36 12.42 8.95Sri KPR Industries 31.03.15 20.15 21.49 72.34 11.37 10.58 8.70 4.32 21 4.86 3 1503 33.32 4.68 4.34 4.33Srikalahasthi Pipes 31.03.15 39.76 73.77 1083.55 154.45 119.42 82.98 20.87 249 11.93 3 1506 255.85 55.72 45.86 33.93Stampede Capital 31.03.15 22.81 31.71 74.17 15.91 16.41 14.53 6.37 374 58.71 3 1506 32.03 12.80 12.91 12.73Star Ferro and Cem. 31.03.15 22.22 30.60 1430.43 211.32 124.74 83.44 3.76 135 35.90 3 1506 408.69 79.59 61.04 41.53 1.00St. Bank of B & J. 31.03.15 70.00 858.95 9931.84 2104.11 1135.08 776.87 110.98 497 4.48 3 1503 2634.66 614.86 393.85 280.25St. Bank of Hyd. 31.03.15 20.75 46248. 15148.82 2913.66 1966.46 1317.13 6348 - - 3 1503 4145.9 876.68 723.84 445.51 100.0St. Bank of India 31.03.15 746.57 172.04 174972.96 38913.5 19313.9 13101.6 17.55 350 235 13.39 3 1506 44730.9 9202.1 5202.4 3692.4 1.00St. Bank of Mysore 31.03.15 48.01 905.65 7707.59 1330.98 596.02 408.80 85.15 60 413 4.85 3 1506 1951.65 269.98 138.09 94.07St. Bank of Patiala 31.03.15 479.51 1510.8 11358.06 1599.46 561.42 362.06 75.51 - - 3 1503 2949.6 558.00 194.10 126.24 100.0St. Bank of Travan. 31.03.15 59.25 886.47 10583.39 1372.16 560.33 335.53 56.63 399 7.05 3 1506 2652.14 464.71 163.13 81.32State Trading Corp. 31.03.15 60.00 16.29 14702.88 159.83 31.40 28.19 4.70 156 33.19 3 1506 2103.40 23.85 -0.82 -1.13Steel Exchange 31.03.15 51.95 44.30 1565.37 150.13 34.76 28.46 5.48 37 6.75 3 1503 415.15 39.29 7.31 1.00Sterling Tools 31.03.15 6.84 171.51 342.76 35.07 28.74 21.22 31.02 329 10.61 3 1506 84.91 10.70 9.34 6.06

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Page 37: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201537

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

Pe-riod

O.P.(Cr.)

Sterlite Technolog. 31.03.15 78.81 31.54 3030.10 233.49 99.02 84.24 2.14 81 37.85 3 1506 975.00 86.44 28.62 20.28 2.00Store One Retail 31.03.15 27.60 55.83 134.37 29.23 23.26 23.24 8.42 30 3.56 3 1503 35.25 7.93 5.41 5.39Subros 31.03.15 12.00 52.86 1197.15 58.08 20.40 20.32 3.39 78 23.01 3 1506 295.22 13.45 4.12 4.01 2.00Subex 31.03.15 182.92 11.43 359.83 76.06 15.98 10.20 0.56 12 21.43 3 1503 112.16 30.62 16.28 14.41Sumeet Industries 31.03.15 58.04 38.64 1165.33 64.82 28.66 21.65 3.73 10 2.68 3 1506 273.91 16.49 6.65 4.77Sun Pharma 31.03.15 207.12 123.53 27433.44 6768.81 6404.90 4539.38 21.92 857 39.10 3 1506 6757.6 1609.6 906.84 478.96 1.00Sun Pharma Adv. 31.03.15 23.67 4.22 155.74 -42.33 -39.52 -39.52 - 369 - 3 1506 43.44 -1.81 -1.65 -1.65 1.00Sun TV Network 31.03.15 197.04 85.76 2243.62 1026.38 1111.99 737.23 18.71 345 18.44 3 1506 691.09 278.99 300.34 197.28 5.00Sundaram BNP H F 31.03.15 101.25 75.53 954.01 836.68 219.26 146.42 14.46 - - 6 1503 485.76 416.86 102.15 68.17Sundram Fasteners 31.03.15 21.01 40.88 2386.39 245.11 177.08 135.32 6.44 168 26.09 3 1506 631.94 65.73 58.46 42.29 1.00Sundaram Finance 31.03.15 111.10 268.05 2253.84 1704.36 651.20 454.14 40.88 105 1474 36.06 3 1506 555.15 417.62 144.69 99.00Sunil Hitech Eng. 31.03.15 15.28 233.89 1648.98 117.42 55.83 36.90 24.15 18 230 9.52 3 1506 417.70 33.88 16.42 11.01Super Sales India 31.03.15 3.07 343.62 220.59 24.34 21.09 15.81 51.50 - - 3 1503 50.43 15.37 15.15 11.14Suprajit Engg. 31.03.15 12.00 20.07 611.80 87.07 74.75 50.30 4.19 50 132 31.50 3 1506 155.24 20.40 20.38 13.85 1.00Supreme Industries 30.06.15 25.41 95.37 4255.19 471.75 311.71 24.53 597 24.34 3 1506 1278.05 212.4 140.8 2.00Supreme Infra. 31.03.15 25.70 299.60 1516.95 212.66 33.30 17.25 6.71 131 19.52 3 1506 435.51 68.59 10.75 7.03Supreme Petrochem 30.06.15 96.50 39.00 2652.54 69.70 56.14 35.70 3.70 116 31.35 3 1506 679.41 85.23 83.86 63.42Surana Solar 31.03.15 24.60 9.73 125.39 14.75 10.18 8.44 1.72 16 9.30 3 1506 23.63 1.52 0.73 0.59Suryalakshmi Cott. 31.03.15 16.67 141.67 713.26 51.02 18.31 12.17 7.30 93 12.74 3 1506 187.14 19.19 10.60 6.93Suryalata Spinning 31.03.15 4.27 381.02 29.19 19.17 12.65 29.63 109 3.68 3 1506 87.50 6.60 3.99 2.64Sutlej Textiles 31.03.15 16.38 340.80 1878.21 162.21 148.23 115.46 70.49 100 441 6.26 3 1506 463.31 44.11 36.83 29.78Suven Life Scienc. 31.03.15 12.73 43.94 520.86 147.68 151.55 108.75 8.54 60 229 26.81 3 1506 100.98 22.13 26.29 20.24 1.00Suzlon Energy 31.03.15 741.54 - 19954.44 -493.03 -8816.08 -9157.69 - - 22 - 3 1506 2627.71 104.95 1034.6 1047.4 2.00Swaraj Automotive 31.03.15 2.40 104.88 93.83 2.79 3.57 2.41 10.04 - - 3 1503 21.53 0.32 0.64 0.42Swaraj Engines 31.03.15 12.42 170.75 539.70 61.52 77.82 51.84 41.74 861 20.63 3 1506 153.15 18.89 23.30 15.65Symphony 31.03.15 7.00 82.91 545.66 162.31 161.74 116.42 33.26 1810 54.42 3 1506 133.42 28.92 28.90 22.26 2.00Syndicate Bank 31.03.15 662.06 183.37 23724.75 4007.29 1995.96 1522.93 23.00 81 3.52 3 1506 6323.42 1039.5 558.73 301.98Take Solutions 31.03.15 12.00 43.70 730.43 89.81 85.37 69.88 5.82 40 120 20.62 3 1506 228.59 28.75 44.50 39.50 1.00Tamilnad Mer. Bank 31.03.15 0.28 92653. 3127.40 607.35 542.35 379.40 13550. - - 3 1503 834.98 179.23 171.29 134.54Tamilnadu Newspr. 31.03.15 69.21 173.60 2135.73 368.42 230.13 166.73 24.09 179 7.43 3 1506 647.63 101.23 65.65 51.64Tata Capital Ho. Fin. 31.03.15 253.33 14.80 910.13 128.24 103.30 67.93 2.68 - - 6 1503 491.69 67.69 56.63 37.36Tata Chemicals 31.03.15 254.82 217.87 17202.94 1694.28 1158.51 596.46 23.41 125 384 16.40 3 1506 4066.91 376.82 275.70 153.04Tata Coffee 31.03.15 18.68 42.47 1691.42 289.72 265.71 120.39 6.44 130 91 14.13 3 1506 396.04 51.00 44.75 25.40 1.00Tata Consultancy S. 31.03.15 195.87 258.51 94648.41 22683.02 26298.49 19852.2 101.35 7900 2552 25.18 3 1506 25668.1 6724.4 7460.4 5684.1 1.00Tata Elxsi 31.03.15 31.14 91.02 849.40 151.78 155.12 102.02 32.76 1999 61.02 3 1503 231.28 45.99 45.48 29.83Tata Global Bev. 31.03.15 63.11 86.38 7993.39 641.75 499.88 247.82 3.93 124 31.55 3 1506 2028.99 153.21 147.88 82.31 1.00Tata Metaliks 31.03.15 25.29 - 1418.60 170.86 132.31 109.13 43.39 96 2.21 3 1506 319.28 38.99 28.59 26.64Tata Motors 31.03.15 643.78 174.72 262796.33 25850.02 21702.6 13986.3 43.45 347 7.99 3 1506 61019.5 5285.6 4358.7 2768.9 2.00Tata Power Co. 31.03.15 270.48 45.55 33727.57 4126.99 1483.74 167.83 0.62 62 100.0 3 1506 9234.6 1601.8 632.80 241.33 1.00Tata Sponge Iron 31.03.15 15.40 516.34 789.73 86.29 136.47 91.89 59.67 464 7.78 3 1506 141.94 0.84 9.64 7.09Tata Steel 31.03.15 971.41 322.72 139503.73 6592.15 -1388.09 -3925.52 - 80 242 - 3 1506 30300.3 1427.7 1250.3 762.96Tech Mahindra 31.03.15 480.39 126.22 22621.27 3541.48 3618.12 2627.67 27.35 120 526 19.23 3 1506 6293.82 762.14 886.37 676.07 5.00Techno Electric 31.03.15 11.42 160.20 793.89 147.82 124.80 106.27 18.61 200 524 28.16 3 1506 201.47 33.08 53.54 37.75 2.00Technofab Engg. 31.03.15 10.49 207.68 419.89 24.96 12.20 8.45 8.06 139 17.25 3 1506 92.63 6.22 1.77 1.18Thermax 31.03.15 23.83 190.25 4697.41 405.92 497.04 335.94 28.19 915 32.46 3 1506 1001.19 75.26 91.94 61.68 2.00Tinplate Company 31.03.15 104.80 52.38 911.16 52.48 67.82 44.60 4.26 60 14.08 3 1506 229.11 25.89 35.78 22.80Titagarh Wagons 31.03.15 20.06 310.84 378.00 22.28 15.04 9.86 4.92 96 19.51 3 1503 118.46 9.68 13.29 8.78Titan Company 31.03.15 88.78 34.83 11903.21 1065.97 1055.89 823.07 9.27 329 35.49 3 1506 2708.6 199.90 203.61 151.06 1.00TNPL 31.03.15 69.21 173.60 2135.73 368.42 230.13 166.73 24.09 19 0.79 3 1503 703.07 139.64 103.22 69.34Torrent Pharma 31.03.15 85.00 146.53 4653.00 829.00 940.00 751.00 44.18 1458 33.00 3 1506 1947.00 850.0 859.0 449.0 5.00Torrent Power 31.03.15 472.45 138.76 10422.51 1385.88 740.36 359.69 7.61 15 155 20.37 3 1506 3002.97 545.02 321.24 173.48Transport Corp. 31.03.15 15.13 74.92 2196.75 120.90 101.20 75.95 10.04 239 23.80 3 1506 548.30 28.62 25.84 18.77 2.00Trident 31.03.15 508.64 28.61 3784.27 370.03 167.78 117.82 2.32 35 15.09 3 1506 879.09 114.89 72.15 60.97Triveni Turbine 31.03.15 33.00 7.14 625.52 110.75 135.56 91.08 2.76 106 38.41 3 1506 123.74 16.63 21.12 14.36 1.00TTK Prestige 31.03.15 11.64 553.09 1388.29 130.23 133.30 92.32 79.31 220 3951 49.82 3 1506 348.57 33.58 31.65 21.96Tube Investments 31.03.15 37.43 124.38 9697.56 1063.52 1003.28 424.36 22.67 100 399 17.60 3 1506 2548.3 270.73 240.64 94.95 2.00TV Today Network 31.03.15 29.82 75.45 476.56 101.66 122.88 81.03 13.59 236 17.37 3 1506 127.11 21.82 27.56 17.96 5.00TVS Motor Co. 31.03.15 47.51 34.63 10098.22 453.29 456.16 347.83 7.32 232 31.69 3 1506 2621.23 121.49 118.06 90.27 1.00

Page 38: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FUNDAMENTALS : READY REFERENCE

OCTOBER, 201538

Full Year Results 12M(Un-Audited)/3/6/9 Months ResultsCompany Year Equity

(Cr.)PBT(Cr.)

T.O.(Cr.)

O.P.(Cr.)

M PBT(Cr.)

PAT(Cr.)

F.V.OtherthanRs.10/-

B.V.(Rs.)

Turnover(Cr.)

PAT(Cr.)

EPS(Rs.)

Div(%)

MP(Rs.)14.09.15

P/ERatio

PeriodO.P.(Cr.)

HOW TO READ THE NUMBERS

1. M = Months2. YE = Year Ended3. Equity = Paid up Capital4. R&S = Reserves & Surplus5. Networth = Capital and R & S (excluding revaluation reserves)6. B.V. = Book Value (Networth/Capital) x F.V.7. T.O. = Turnover/Total Income/Gross Sales/Net Sales8. G.P. = Gross Profit, after interest, but

before Depreciation & Taxation9. O.P. = Operating Profit

10. PBT = Profit Before Tax (G.P - Dep.)11. PAT = Profit After Tax (PBT - Tax)12. EPS = Earning Per Share (PAT/Capital) x F.V.13. Div. = Dividend %14. MP = Market Price15. P/E Ratio = Market Price/EPS16. HYE = Half Year Ended17. F.V. = Face Value18. Note: Consolidated figures are taken, wherever possible.19. PAT is inclusive of Extraordinary Income, wherever present.

TVS Srichakra 31.03.15 7.66 360.69 1895.99 165.74 139.57 103.79 135.50 2740 20.22 3 1506 503.57 72.93 69.96 48.97Tyche Industries 31.03.15 10.23 42.81 63.87 3.73 2.86 1.93 1.89 38 20.11 3 1506 16.16 1.76 1.94 2.07Ucal Fuel Systems 31.03.15 22.11 138.28 530.78 49.71 26.48 19.79 8.95 96 10.73 3 1506 112.06 7.77 2.79 2.36Uco Bank 31.03.15 1075.59 111.00 21362.54 4910.22 1581.86 1137.80 10.58 20 42 3.97 3 1506 5169.1 1161.5 397.90 256.70UFO Moviez 31.03.15 25.90 175.01 477.00 81.55 68.83 48.82 18.85 547 29.02 3 1506 130.32 21.16 18.27 13.25Ultratech Cement 31.03.15 274.40 693.92 24348.96 3222.06 2985.63 2098.34 76.47 90 2949 38.56 3 1506 6432.15 899.58 833.15 591.13Umang Diaries 31.03.15 11.00 12.29 251.14 13.77 12.98 8.52 3.87 50 12.92 3 1503 74.31 6.03 5.67 3.57 5.00Union Bank of Ind. 31.03.15 635.78 288.42 35606.96 5823.47 2783.38 1781.64 28.02 60 173 6.17 3 1506 9043.17 1488.2 845.78 518.78United Bank of Ind. 31.03.15 839.52 62.34 11927.38 2427.94 454.10 255.99 3.05 21 6.89 3 1506 2896.75 578.25 84.67 52.22United Breweries 31.03.15 26.44 61.72 4692.29 413.37 377.97 259.53 9.82 870 88.59 3 1506 1500.14 206.09 187.63 122.81 1.00United Nilgiri Tea 31.03.15 5.00 118.12 50.64 9.59 11.25 8.70 17.40 347 19.94 3 1506 13.65 2.98 3.45 2.58UPL 31.03.15 85.72 136.73 12090.52 1938.11 1410.37 1144.03 26.69 502 18.81 3 1506 3063.99 478.95 337.05 274.83 2.00Vaibhav Global 31.03.15 32.38 101.28 1388.42 134.98 127.67 103.16 31.86 393 12.34 3 1506 280.87 12.37 11.65 7.31Va Tech Wabag 31.03.15 10.86 166.23 2435.15 200.25 167.10 110.10 20.28 687 33.88 3 1503 907.73 118.88 101.49 70.50 2.00Vardhman Acrylics 31.03.15 93.01 34.55 514.24 44.92 44.62 33.43 3.59 26 7.24 3 1506 98.19 8.96 8.90 5.93Vardhman Textiles 31.03.15 62.52 539.87 6952.20 751.80 626.92 400.21 64.01 937 14.64 3 1506 1652.87 253.14 226.84 145.57Vedanta 31.03.15 296.50 181.70 73709.50 14885.39 -9925.12 -15645.8 - 97 - 3 1506 17016.9 2274.5 2064.7 865.94 1.00Veljan Denison 31.03.15 2.25 80.66 19.76 13.04 57.96 - - 3 1503 25.80 6.75 4.53Venky’s India 31.03.15 9.39 395.55 1730.81 66.91 27.72 18.70 19.91 506 25.41 3 1506 558.28 36.31 24.25 15.82Vesuvius India 31.12.14 20.30 216.42 652.23 80.83 89.93 59.17 29.15 684 23.46 3 1506 168.50 26.61 29.25 19.28V-Guard Industries 31.03.15 29.97 126.04 1745.92 117.57 101.45 70.72 23.60 902 38.22 3 1506 499.29 39.61 37.23 25.16Vijaya Bank 31.03.15 859.12 68.95 13152.49 1259.03 399.90 439.41 5.11 15 36 7.05 3 1506 3289.05 392.75 246.37 142.59Vindhya Telelinks 31.03.15 11.84 248.48 651.53 88.58 64.92 57.85 48.86 710 14.53 3 1506 204.63 40.10 30.89 20.20Visaka Industries 31.03.15 15.88 209.16 1021.13 52.82 33.21 21.24 13.38 50 135 10.09 3 1506 321.46 26.41 22.21 13.62Vishnu Chemicals 31.03.15 11.95 81.51 418.07 63.34 34.18 21.91 18.33 367 20.02 3 1506 109.56 17.32 10.09 6.39V-Mart Retail 31.03.15 18.02 113.73 720.50 59.49 57.15 37.37 20.74 503 24.25 3 1506 204.66 17.24 17.02 11.19Voith Paper (18m) 31.03.15 4.39 335.95 105.74 22.21 32.85 21.38 48.70 645 13.24 3 1506 18.88 4.37 6.43 4.20Voltamp Transform. 31.03.15 10.12 435.59 516.89 12.53 33.39 28.41 28.07 100 636 22.66 3 1506 87.11 1.05 7.37 6.43Voltas 31.03.15 33.07 63.56 5183.09 382.00 513.65 384.33 11.62 225 257 22.12 3 1503 1489.97 134.90 160.60 118.04 1.00VRL Logistics 31.03.15 85.54 41.64 1671.20 185.13 137.90 91.22 10.66 409 38.37 3 1506 447.90 60.92 52.54 35.38VST Industries 31.03.15 15.44 222.81 836.16 210.23 228.76 152.21 98.58 1492 15.13 3 1506 191.44 42.58 47.52 30.92VST Tillers Trac. 31.03.15 8.64 420.07 551.60 90.81 100.55 69.52 80.46 1395 17.34 3 1506 166.63 29.10 30.98 20.84Wabco India 31.03.15 9.48 455.18 1347.96 156.69 176.63 120.66 63.64 100 7071 111.11 3 1506 385.04 56.18 65.35 47.49 5.00Welspun Corp 31.03.15 131.59 106.35 8450.49 405.71 231.27 69.04 2.62 115 43.89 3 1506 1944.13 83.68 42.44 16.39 5.00Welspun India 31.03.15 100.46 142.53 5302.51 941.25 753.29 539.79 53.73 861 16.02 3 1506 1388.45 280.50 248.96 163.15Wheels India 31.03.15 12.03 316.76 1979.87 95.94 39.54 29.74 24.72 1190 48.14 3 1506 491.58 26.31 11.02 7.77Wim Plast 31.03.15 6.00 295.92 366.03 52.33 53.57 38.36 63.93 1999 31.27 3 1506 86.70 13.32 13.54 9.45Wipro 31.03.15 493.70 165.28 47318.00 9542.30 11168.3 8652.80 35.05 572 16.32 3 1506 12370.6 2402.2 2797.8 2187.7 2.00Wonderla Holidays 31.03.15 56.50 29.10 181.87 64.37 72.94 50.63 8.96 275 30.69 3 1506 67.21 35.89 42.95 28.04Yes Bank 31.03.15 417.74 279.60 13618.46 3249.58 2910.11 2005.36 48.00 90 732 15.25 3 1506 3797.02 908.27 810.31 551.20Zee Entertainment 31.03.15 96.04 36.76 4883.65 1186.38 1403.88 975.48 10.16 393 38.68 3 1506 1339.86 294.39 360.84 242.30Zen Technologies 31.03.15 7.72 12.77 78.55 18.63 19.82 15.74 2.04 71 34.80 3 1506 34.77 15.08 14.90 11.78 1.00Zensar Technolo. 31.03.15 44.33 260.99 2655.78 350.12 365.91 264.59 59.69 845 14.16 3 1506 705.97 98.37 108.59 76.08Zicom Electronic 31.03.15 20.20 180.12 1108.12 109.18 60.04 50.59 25.04 12 124 4.95 3 1506 257.39 26.70 13.07 10.17Zuari Agro Chem. 31.03.15 42.06 239.37 7687.25 322.10 23.07 8.93 2.12 152 71.70 3 1503 1538.76 63.76 17.99 11.16Zuari Global 31.03.15 29.44 218.62 43.06 7. 99 33.99 26.78 9.10 79 8.68 3 1503 0.50 2.55 7.64 5.11Zydus Wellness 31.03.15 39.07 103.93 430.72 92.19 119.65 108.95 27.89 805 28.86 3 1506 104.07 15.08 22.31 19.52

Page 39: Kompella Stock Investment Adviser October 2015 Edition

FY15 PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE39

OCTOBER, 2015

FY15 PERFORMANCEYear ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

3M India 11 1840 1742 6 154 63 144 214 117 84 108 43 151Aban Offshore 12 4041 3936 3 1781 1656 8 1332 1094 22 545 393 39Aditya Birla Nuvo 130 26516 25892 2 3688 2977 24 4027 3381 19 1416 1143 24Akzo Nobel India 47 2527 2418 5 209 148 41 328 247 33 186 150 24Allahabad Bank 571 21712 20912 4 4460 4020 11 - - - 621 1172 -47Allcargo Logistics 25 5629 4851 16 318 216 47 475 337 41 240 149 61Alstom T&D 51 3721 3564 4 243 253 -4 252 264 -5 121 117 3Amara Raja Batt. 17 4230 3452 23 594 511 16 744 601 24 411 367 12Amrutanjan Health 3 167 142 18 21 18 17 28 23 20 15 12 25Andhra Bank 603 17868 15630 14 3298 2760 19 - - - 638 436 46Apollo Tyres 51 12785 13412 -5 1542 1465 5 1719 1643 5 978 1005 -3Asain Paints 96 14183 12715 12 1969 1752 12 2343 2080 13 1395 1219 14Ashok Leyland 285 15341 11487 34 937 -108 - 538 230 134 134 -164 -Ashoka Buildcon 79 2320 1795 29 359 256 40 259 270 -4 81 97 -16Astra Microwave 16 634 531 19 85 69 23 103 85 22 61 51 20Atul Auto 11 493 430 15 52 40 30 65 48 35 41 30 37Aurobindo Pharma 29 12121 8100 50 2231 1822 22 2500 1845 36 1576 1173 34Axis Bank 474 43844 38046 15 13385 11456 17 - - - 7358 6218 18Bajaj Auto 289 21612 20150 7 3849 3926 -2 4352 4812 -10 2814 3243 -13Bajaj Finance 50 5382 4032 33 3569 2622 36 1393 1120 24 898 719 25Bajaj Finserv 80 7587 6022 26 5472 4460 23 3284 2932 12 1690 1544 9Bajaj Holdings 111 524 387 35 478 359 33 519 404 28 2029 1988 2Bank of Baroda 444 47366 43402 9 9915 9353 6 - - - 3398 4541 -25Bank of India 666 47853 42202 13 7488 8423 -11 - - - 1709 2729 -37Bank of Mah. 1063 13671 12851 6 2355 2006 17 - - - 451 386 17Bhagiradha Chem. 5 220 174 26 8 6 33 6 7 -15 3 2 50Bharat Forge 47 7625 6716 14 1078 673 60 1485 1089 36 764 522 46Biocon 100 3090 2877 7 475 483 -2 845 741 14 497 414 20Britannia Inds. 24 7858 6913 14 719 544 32 1094 653 68 689 395 74Cadila Healthcare 102 8651 7224 20 1468 999 47 1733 1143 52 1151 804 43Cairn India 1875 14646 18762 -22 5953 11388 -48 7679 15147 -49 4480 12432 -64Can Fin Homes 27 817 578 41 748 530 41 141 109 30 86 76 13Canara Bank 475 48300 43480 11 6950 6796 2 - - - 2703 2438 11Carborundum Uni. 19 2050 2125 -4 163 160 2 321 245 31 133 92 45CARE 29 261 236 11 154 145 6 202 183 10 138 129 7Central Bank 1658 28303 26350 7 3559 3238 10 - - - 606 -1263 -Century Plyboards 22 1565 1284 22 219 115 90 225 103 119 151 67 125Cera Sanitaryware 7 822 664 24 102 83 23 116 95 23 68 52 31Chola. Investment 144 3689 3249 14 666 553 20 696 579 20 444 368 21City Union Bank 60 3103 2826 10 693 581 19 - - - 395 347 14CMC 30 2513 2231 13 336 362 -7 380 414 -8 277 280 -1Coal India 6316 74120 70608 5 15016 15764 -5 23904 24876 -4 13727 15112 -9Colgate-Palmolive 14 3982 3579 11 747 613 22 855 779 10 559 540 4Container Corp. 195 6149 5317 16 991 917 8 1729 1488 16 1055 944 12

Page 40: Kompella Stock Investment Adviser October 2015 Edition

FY15 PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE40

OCTOBER, 2015

FY15 PERFORMANCEYear ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

Coromandel Int. 29 11306 10053 12 749 709 6 697 613 14 402 357 13Corporation Bank 168 21039 19606 7 3027 3039 - - - - 584 562 4CYIENT 56 2736 2206 24 330 338 -2 517 426 21 353 266 33Dabur 176 7827 7075 11 1201 1062 13 1434 1234 16 1066 914 17DCB Bank 282 1588 1267 25 277 188 47 - - - 191 151 26Dena Bank 561 11485 10895 5 1330 1774 -25 - - - 265 552 -52Dewan Housing 146 5982 4968 20 - - - 969 746 30 621 529 17Dr.Reddy’s Labs 85 14819 13217 12 2629 2603 1 - - - 2218 2151 3Elecon Eng. 22 1329 1293 3 98 88 11 106 91 16 16 14 14Emami 23 2217 1821 22 506 406 25 627 553 13 486 402 21Engineers India 168 1741 1846 -6 204 472 -57 497 719 -31 313 483 -35Equitas Micro 199 438 342 28 113 92 23 108 89 22 69 57 21Eveready Inds. 36 1279 1153 11 92 49 88 94 58 61 49 14 250Exide Inds. 85 6884 5975 15 778 700 11 938 849 11 546 487 12Federal Bank 171 8298 7640 9 1628 1480 10 - - - 1006 839 20Finolex Cables 31 2449 2359 4 195 199 -2 327 292 12 199 208 -4Force Motors 13 2364 2022 17 66 12 450 206 147 40 101 78 29GAIL (India) 1268 60704 61918 -2 4218 6360 -34 5925 8567 -31 3071 4728 -35GE Shipping 151 3438 3092 11 - - - 1413 1291 9 748 574 30GHCL 100 2374 2248 6 447 380 18 342 224 52 183 108 69GIC Housing 54 733 625 17 154 133 16 157 135 16 103 98 5Glaxo Consumer 42 4308 4869 -12 668 810 -18 951 1079 -12 584 675 -13Godrej Consumer 34 8276 7602 9 1278 1102 16 1340 1112 21 907 760 19Godrej Inds. 34 9231 7918 17 388 387 - 612 537 14 402 326 23Grasim Inds. 92 32847 29323 12 3581 3457 4 5007 5044 -1 1744 2072 -16Gruh Finance 73 1060 846 25 - - - 302 247 22 204 177 15Gujarat Fluoro. 11 5341 3452 55 750 398 88 1110 465 139 585 186 215Gujarat Gas 26 2513 3903 -36 372 525 -29 512 711 -28 314 419 -25HDFC 315 48316 40753 19 10042 8784 14 10163 8893 14 8763 7948 10HDFC Bank 501 57466 49055 17 17404 14360 21 - - - 10216 8478 21Hindalco Inds. 207 104281 87695 19 5354 4733 13 3931 6205 -37 854 2175 -61Hindustan Zinc 845 14788 13636 8 6775 6115 11 10214 8754 17 8178 6905 18HSIL 14 1981 1858 7 207 143 45 259 185 40 85 34 150HUL 216 31972 29234 9 5091 4450 14 6642 5511 21 4363 3946 11ICICI Bank 1160 61267 54606 12 19720 16595 19 - - - 11175 9810 14ICRA 10 322 283 14 89 79 13 110 104 6 65 69 -6IDBI Bank 1604 32162 29576 9 5728 5681 1 - - - 873 1121 -22Idea Cellular 3598 31571 26519 19 5508 3773 46 10236 7564 35 3193 1968 62IDFC 1593 9640 8772 10 7921 7600 4 2285 2594 -12 1707 1803 -5IFMR Capital 78 152 76 100 51 14 264 50 14 255 38 12 217Indiabulls Housing 71 6465 5419 19 5611 4779 17 2491 1990 25 1901 1564 22Indiabulls Ventures 52 335 289 16 182 163 12 207 159 30 151 102 48Indian Bank 480 17216 16621 4 3014 2901 4 - - - 1005 1159 -13Indraprastha Gas 140 3681 3914 -6 644 563 14 798 759 5 438 360 22

Page 41: Kompella Stock Investment Adviser October 2015 Edition

FY15 PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE41

OCTOBER, 2015

FY15 PERFORMANCEYear ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

IndusInd Bank 529 12096 10144 19 3098 2596 19 - - - 1794 1408 27Infosys 572 53319 50133 6 13832 12041 15 - - - 12329 10648 16Inox Wind 222 2710 1567 73 437 165 165 409 139 194 296 132 124Insecticides (I) 13 964 864 12 97 75 29 78 55 42 55 40 38ITC 802 38835 35317 10 13174 12087 9 15390 14016 10 9663 8891 9Jamna Auto Inds. 40 1095 833 31 63 21 200 78 43 84 29 14 107JK Tyre 45 7384 7652 -4 773 692 12 643 554 16 330 263 25JM Financial 78 1392 1002 39 926 584 59 535 295 81 331 210 58JSW Steel 242 52972 51220 3 5968 5983 - 5974 4491 33 1797 452 298Jyothy Labs 18 1515 1324 14 130 133 -2 157 106 48 121 81 49Kajaria Ceramics 16 2187 1836 19 298 238 25 326 246 33 176 124 42Karnataka Bank 188 5205 4694 11 723 687 5 - - - 451 311 45Karur Vysya Bank 122 5977 5680 5 943 838 13 - - - 464 430 8Kaveri Seed 14 1161 1011 15 295 205 44 325 231 41 301 209 44KCP 13 1187 1043 14 118 62 90 129 101 28 67 50 34KEC International 51 8468 7902 7 424 423 - 349 226 55 161 67 140Kitex Garments 5 511 442 16 147 85 73 163 98 67 99 57 74Kotak Mah. Bank 386 21423 17236 24 4756 4004 19 - - - 3045 2465 24KPR Mill 38 2566 2371 8 283 266 6 377 349 8 174 142 23L&T 186 92005 85128 8 8713 9284 -6 9840 8935 10 4765 4902 -3L&T Fin. Hold. 1720 6196 5056 23 4458 3718 20 1270 905 40 855 597 43La Opala RG 11 223 178 25 56 43 30 66 48 38 42 30 40Lakshmi Vilas Bank 179 2499 2188 14 366 309 18 - - - 132 60 120LIC Housing Fin. 101 10669 9181 16 1973 1672 18 2111 1833 15 1386 1317 5LMW 11 2488 2338 6 211 167 26 401 373 7 220 169 30Lupin 90 12770 11287 13 3185 2742 16 3850 3093 24 2403 1836 31Lycos Internet 95 1957 1673 17 530 298 78 563 342 65 342 221 55M&M Fin. Services 113 6021 5275 14 4003 3717 8 1445 1488 -3 913 954 -4Magma Fincorp 38 2354 2081 13 1424 1338 6 258 231 12 181 152 19Marico 65 5733 4687 22 786 671 17 906 771 17 573 485 18Maruti Suzuki 151 49971 43792 14 4243 3103 37 7339 5743 28 3711 2783 33MCX 51 222 341 -35 62 111 -44 196 244 -20 125 153 -18MindTree 84 3562 3032 17 607 529 15 793 659 20 536 451 19MM Forgings 12 503 411 22 75 43 74 104 74 40 51 29 76Motherson Sumi 88 35032 30721 14 2282 1873 22 2738 2413 13 862 765 13Muthoot Fin. 398 4314 4928 -12 3123 3800 -18 1112 1241 -10 671 780 -14Nandan Denim 46 1097 894 23 106 83 28 131 105 25 51 39 31Natco Pharma 33 825 739 12 166 149 11 181 159 14 135 103 31National Aluminium 1289 7383 6781 9 1292 409 216 2527 1443 75 1322 642 106National Buildings 120 4674 4070 15 286 237 21 395 351 13 278 257 8NCC 111 9513 7463 27 723 522 39 389 208 87 54 3 1700Nitin Spinners 46 617 489 26 72 70 3 82 77 6 41 35 17OBC 300 22083 20963 5 4227 4155 2 - - - 497 1139 -56Oberoi Realty 328 923 798 16 473 408 16 539 492 10 317 311 2

Page 42: Kompella Stock Investment Adviser October 2015 Edition

FY15 PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE42

OCTOBER, 2015

FY15 PERFORMANCEYear ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

ONGC 4278 160895 174467 -8 24305 33134 -27 45398 56027 -19 18334 26507 -31Ortel Comm. 30 155 129 20 23 10 130 26 9 201 6 -14 -P I Industries 14 1940 1596 22 323 257 26 405 293 38 246 188 31Page Inds. 11 1543 1188 30 301 241 25 311 247 26 196 154 27PC Jeweller 179 6349 5325 19 701 569 23 562 482 17 378 356 6Pennar Inds. 60 1446 1295 12 118 90 31 84 67 26 36 26 38Persistent Systems 80 1891 1669 13 296 312 -5 484 445 9 291 249 17Petronet LNG 750 39501 37748 5 1124 1190 -6 1300 1363 -5 883 712 24Pfizer 46 1853 1112 67 252 231 9 369 348 6 70 221 -68Pitti Laminations 13 341 248 38 25 24 4 31 16 99 9 4 125PNB 371 52206 47800 9 11955 11384 5 - - - 3062 3343 -8PNB Housing 104 1777 1116 59 - - - 334 206 62 196 127 54Pokarna 6 326 230 42 61 26 135 58 16 273 31 12 158Power Grid Corp. 5232 17659 15675 13 9906 9142 8 11572 10438 11 5046 4548 11Prestige Estates 375 3420 2549 34 854 631 35 771 589 31 332 314 6Punjab & Sind Bank 400 9017 8400 7 775 801 -3 - - - 121 301 -60R S Software 13 376 382 -2 88 71 24 105 83 26 65 51 27Ramakrishna Forg. 27 752 437 72 98 34 188 111 38 192 75 8 838REC 987 20384 17122 19 7386 6510 13 7561 6621 14 5344 4741 13Reliance Capital 253 8787 7455 18 3799 3259 17 1299 908 43 1001 747 34Reliance Inds 3236 375435 434460 -14 25817 23598 9 42543 39874 7 23566 22493 5Repco Home Fin. 62 692 534 30 185 148 25 189 152 25 123 110 12S E Investments 41 178 208 -14 123 146 -16 68 85 -20 45 56 -20SBH 21 15149 14449 5 2914 2691 8 - - - 1317 1020 29SBI 747 174973 154904 13 38914 32109 21 - - - 13102 10891 20Shilpi Cable Tech. 103 3213 1753 83 252 166 52 187 117 60 160 100 60Shipping Corp. 466 4311 4405 -2 179 -147 - 1046 635 65 201 -275 -Shriram City 66 3562 3226 10 2172 2093 4 910 826 10 571 532 7Shriram Transport 227 9177 8476 8 6322 6168 3 1693 2003 -16 1028 1358 -24Sintex Inds. 42 7035 5864 20 950 709 34 974 736 32 529 365 45SJVN 4137 2817 1874 50 1800 1130 59 2688 1813 48 1677 1114 51Skipper 10 1313 1042 26 193 95 103 159 52 206 89 26 242SKS Microfinance 126 724 519 40 394 258 53 198 74 168 188 70 169SMC Global 23 369 293 26 70 36 94 74 38 91 42 22 91SML Isuzu 14 1106 881 26 46 19 142 69 31 125 37 17 118SMS Pharma 8 579 518 12 69 44 57 85 45 89 35 20 75Snowman Log. 167 203 153 33 23 23 - 39 29 37 25 22 14Sonata Software 11 1682 1566 7 165 92 79 188 115 63 134 78 72South Indian Bank 135 5783 5384 7 816 884 -8 - - - 307 508 -40Srikalahasthi Pipes 40 1084 989 10 154 89 73 151 69 117 83 39 113Star Ferro 22 1430 1173 22 211 93 127 348 169 106 83 6 1283State Bank of B&J 70 9932 9045 10 2104 1695 24 - - - 777 732 6State Bank of Mys. 48 7708 6895 12 1331 1164 14 - - - 409 274 49State Bank of Tra. 59 10583 10559 - 1372 1370 - - - - 336 304 11

Page 43: Kompella Stock Investment Adviser October 2015 Edition

FY15 PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE43

OCTOBER, 2015

FY15 PERFORMANCEYear ended 31st March, 2015

GP(Rs. crs)31.03.15

Equity(Rs. crs)

TI(Rs. crs)31.03.15

TI(Rs. crs)31.03.14

GP(Rs. crs)31.03.14

Company/ Bank OP(Rs. crs)31.03.14

PAT(Rs. crs)31.03.15

OP(Rs. crs)31.03.15

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.03.14

Steel Exchange 52 1565 1255 25 150 112 34 60 54 11 28 36 -22Sun Pharma 207 27433 16080 71 6769 6781 - 7699 4991 54 4541 3141 45Sundaram Clayton 10 11340 9344 21 478 367 30 717 530 35 212 141 50Sundaram Fin. 111 4238 4087 4 2585 2562 1 972 988 -2 576 581 -1Sutlej Textiles 16 1878 1881 - 162 191 -15 218 247 -12 115 131 -12Suven Life 13 521 510 2 159 210 -24 161 212 -24 109 144 -24Take Solutions 12 730 816 -11 90 70 29 145 140 4 70 58 21Tamilnad Mer. Bank 0.28 3127 2923 7 607 613 -1 - - - 379 301 26Tata Coffee 19 1691 1677 1 290 264 10 317 186 71 120 81 48Tata Elxsi 31 849 775 10 152 101 51 181 147 23 102 72 42Tata Global Bev. 63 7993 7738 3 642 623 3 633 836 -24 248 481 -48Tata Motors 644 262796 232834 13 25850 23775 9 35091 29947 17 13986 13991 -Tata Power 270 34367 35873 -4 4766 4977 -4 3658 3705 -1 168 -260 -TCS 196 94648 81809 16 22683 23804 -5 28097 26751 5 19852 19164 4Tech Mahindra 480 22621 18831 20 3541 3662 -3 4230 4337 -2 2628 3029 -13Techno Electric 11 794 708 12 148 126 17 185 159 16 105 87 21Thermax 24 4697 4302 9 406 351 16 561 465 21 336 253 33Titagarh Wagons 20 378 263 44 22 -11 - 24 13 87 10 4 150Torrent Pharma 85 4653 4184 11 829 865 -4 1131 931 21 751 664 13Torrent Power 472 10423 8681 20 1386 729 90 1461 829 76 360 105 243Triveni Turbine 33 626 508 23 111 94 18 150 114 31 91 68 34Tube Investments 37 9698 8834 10 1064 885 20 1174 948 24 424 311 36TVS Motor 48 10098 7966 27 451 351 28 609 484 26 348 262 33TVS Srichakra 8 2176 1938 12 175 125 40 179 103 74 100 57 75Uco Bank 1076 21363 19550 9 4910 4940 -1 - - - 1138 1511 -25UltraTech Cement 274 24349 21652 12 3222 2896 11 4189 3997 5 2098 2206 -5Union Bank 636 35607 32171 11 5823 5218 12 - - - 1782 1696 5United Bk of India 840 11927 11806 1 2428 2062 18 - - - 256 -1213 -Vijaya Bank 859 13152 11416 15 1259 1104 14 - - - 439 416 6Visaka Inds. 16 1021 892 14 53 35 51 76 41 85 21 12 75V-Mart Retail 18 721 575 25 59 41 44 62 49 27 37 25 48Voltamp Trans. 10 517 445 16 13 8 63 41 41 -2 28 26 8Voltas 33 5183 5266 -2 382 241 59 542 365 49 384 245 57VRL Logistics 86 1671 1494 12 185 120 54 226 163 38 91 57 60VST Industries 15 836 789 6 210 192 9 261 251 4 152 150 1Welspun Corp. 132 8450 7705 10 406 263 54 668 548 22 69 73 -5Welspun India 100 5303 4373 21 941 235 300 1086 790 37 540 92 487Wendt (India) 20 124 110 13 15 15 - 25 22 15 14 12 17Wipro 494 47318 43755 8 9542 8935 7 12451 11211 11 8653 7797 11Yes Bank 418 13618 11703 16 3250 2688 21 - - - 2005 1618 24Zensar Tech. 44 2656 2335 14 350 320 9 407 378 8 265 238 11Zicom Electronic 20 1108 926 20 109 84 30 91 71 27 51 42 21Zydus Wellness 39 431 404 7 92 85 8 127 108 18 109 96 14

Page 44: Kompella Stock Investment Adviser October 2015 Edition

DECEMBER QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE44

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCEQuarter ended 31st Dec. 2014

GP(Rs. crs)31.12.14

Equity(Rs. crs)

TI(Rs. crs)31.12.14

TI(Rs. crs)31.12.13

GP(Rs. crs)31.12.13

Company/ Bank OP(Rs. crs)31.12.13

PAT(Rs. crs)31.12.14

OP(Rs. crs)31.12.14

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.12.13

3M India 11 443 428 4 23 6 283 37 24 54 17 3 467Aban Offshore 11 1003 994 1 433 417 4 318 276 15 130 80 63ABB India 42 2238 2204 2 151 122 24 165 121 36 84 59 42Aditya Birla Nuvo 130 6640 6545 1 939 814 15 1043 941 11 368 345 7Allcargo Logistics 25 1432 1516 -6 95 78 22 130 105 24 72 57 26Amara Raja Batt. 17 1066 863 24 151 135 12 185 158 17 102 95 7Amrutanjan Health 3 48 41 17 9 7 29 11 9 22 7 5 40Andhra Bank 590 4541 3901 16 923 522 77 - - - 202 46 339Andrew Yule 67 99 91 9 9 2 350 11 3 288 10 1 900Anjani Portland 18 64 69 -7 14 5 180 11 1 1232 8 -3 -APL Apollo Tubes 23 768 629 22 43 35 23 34 24 42 18 13 38Arvind 258 2074 1772 17 232 191 21 199 180 11 109 102 7Asian Paints 96 3653 3452 6 516 474 9 605 557 9 368 329 12Astra Microwave 16 148 183 -19 18 13 38 21 17 24 13 11 18Atlanta 16 86 88 -2 46 12 283 44 5 780 14 3 367AV Thomas and Co. 0.47 163 158 3 12 8 50 13 9 44 8 5 60Axis Bank 473 10929 9433 16 3315 2615 27 - - - 1900 1604 18Axiscades Engg. 14 84 82 2 9 4 125 12 5 140 6 3 100Bajaj Finance 50 1477 1070 38 977 693 41 403 303 33 258 194 33Bajaj Finserv 80 1904 1392 37 1335 985 36 759 587 29 347 281 23Balmer Lawrie 29 712 636 12 28 24 17 58 38 53 26 22 18Bank of Maharasht. 1063 3367 3307 2 619 425 46 - - - 57 16 256Bharat Forge 47 1198 832 44 294 153 92 355 200 78 196 94 109Bliss GVS Pharma 10 86 60 43 23 18 28 29 19 56 18 11 64Britannia Ind. 24 2033 1793 13 187 139 35 227 163 39 137 101 36Cadila Healthcare 102 2189 1872 17 376 246 53 446 286 56 282 186 52Can Fin Homes 20 216 152 42 200 140 43 41 30 37 26 20 30Canara Bank 461 12228 10935 12 1797 1591 13 - - - 656 409 60Carborundum Univ. 19 503 520 -3 32 25 28 64 43 49 22 10 120CARE 29 62 54 15 37 32 16 40 39 3 26 28 -7CCL Products 27 241 198 22 39 32 22 43 33 30 26 17 53Centum Electronics 13 130 112 16 24 18 33 29 22 32 11 10 10Century Plyboards 22 386 306 26 61 27 126 60 30 100 41 20 105Cera Sanitaryware 6 209 160 31 25 17 47 29 20 45 16 11 45Cholamandalam Inv. 144 964 842 14 171 140 22 179 146 23 113 93 22City Union Bank 60 782 705 11 168 135 24 - - - 103 89 16CMC 30 638 561 14 82 84 -2 96 94 2 72 71 1Colgate Palmolive 14 996 891 12 174 138 26 204 167 22 131 113 16Container Corp. 195 1452 1239 17 273 239 14 452 374 21 301 250 20Coromandel Intl. 29 2962 2756 7 200 194 3 190 171 11 121 94 29Corporation Bank 168 5210 4947 5 727 744 -2 - - - 147 127 16Cyient 56 712 578 23 98 95 3 151 107 41 101 69 46Dabur India 176 2079 1905 9 321 272 18 381 325 17 283 243 16DB Corp 184 555 518 7 16 14 14 18 17 6 11 9 22DCB Bank 281 404 324 25 68 46 48 - - - 43 36 19Dena Bank 538 2867 2663 8 320 371 -14 - - - 77 68 13Dewan Housing Fin. 129 1527 1301 17 - - - 250 199 26 160 138 16Eicher Motors 27 2294 1680 37 243 127 91 316 177 78 154 96 60Emami 23 692 585 18 202 171 18 241 197 22 184 151 22Entertainment Net. 48 117 99 18 36 30 20 53 44 21 33 26 27Eveready Ind. 36 325 297 9 27 15 80 27 15 80 15 5 200Exide Industries 85 1559 1304 20 145 111 31 180 147 22 97 78 24Federal Bank 171 2090 1896 10 397 331 20 - - - 264 230 15Finolex Cables 31 582 563 3 47 32 47 63 44 42 38 24 58Firstsource Sol. 665 751 800 -6 75 74 1 79 72 9 58 48 21

Page 45: Kompella Stock Investment Adviser October 2015 Edition

DECEMBER QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE45

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCEQuarter ended 31st Dec. 2014

GP(Rs. crs)31.12.14

Equity(Rs. crs)

TI(Rs. crs)31.12.14

TI(Rs. crs)31.12.13

GP(Rs. crs)31.12.13

Company/ Bank OP(Rs. crs)31.12.13

PAT(Rs. crs)31.12.14

OP(Rs. crs)31.12.14

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.12.13

Gallantt Metal 81 204 173 18 13 7 86 15 8 88 9 4 125Garware-Wall Rop. 22 185 171 8 15 12 25 16 12 33 10 7 43GE Shipping 151 878 783 12 182 181 1 335 269 25 182 102 78Geojit BNP Paribas 23 71 53 34 21 12 75 29 25 16 17 16 6Geometric 13 262 263 - 27 12 125 42 26 62 16 8 100GHCL 100 582 548 6 103 81 27 80 59 36 42 27 56Glaxo SmithkCons. 42 1012 869 16 93 77 21 160 132 21 96 80 20Godrej Consumer 34 2236 1982 13 375 290 29 387 294 32 264 196 35Godrej Industries 34 2297 2007 14 82 107 -23 135 111 21 91 65 40Granules India 20 320 284 13 41 38 8 47 41 15 24 22 9Grasim Industries 92 8036 7117 13 819 671 22 1074 1019 5 334 332 1GSFC 80 1309 1458 -10 115 100 15 172 176 -2 103 101 2GSS Infotech 17 55 67 -18 2 2 - 3 1 174 2.41 0.18 1239Gujarat Fluorochem. 11 1621 858 89 231 88 163 252 100 152 137 36 281HBL Power Syst. 25 322 345 -7 34 20 70 31 15 111 15 3 400HCL Tech. 140 4248 3836 11 1793 1442 24 2105 1680 25 1663 1298 28HDFC 314 11942 10041 19 2351 2018 17 2379 2043 16 2179 1935 13HDFC Bank 483 14931 12739 17 4779 3888 23 - - - 2795 2326 20Hester Biosciences 9 22 16 38 5 3 67 6 5 20 3 3 -HIL 7 246 200 23 11 -2 - 20 5 300 8 -1 -Himatsingka Seide 49 465 503 -8 43 39 10 34 33 3 25 17 47Hindalco Inds. 207 8603 7273 18 707 430 64 688 669 3 359 334 7Hindustan Zinc 845 3853 3450 12 1880 1614 16 2901 2238 30 2379 1723 38HSIL 13 462 367 26 63 36 75 76 43 77 24 19 26ICICI Bank 1159 15527 14256 9 5037 4439 13 - - - 2889 2532 14ICRA 10 83 74 12 25 22 14 28 24 17 18 15 20IDBI Bank 1604 7936 7150 11 1114 1239 -10 - - - 103 104 -1Idea Cellular 3597 8017 6613 21 1270 886 43 2655 1899 40 767 468 64IFB Industries 41 330 278 19 13 11 18 28 17 65 16 9 78Igarashi Motors 31 102 93 10 17 14 21 25 20 25 13 13 -IIFL Holdings 61 922 687 34 551 399 38 193 118 64 112 67 67Indiabulls Housing 71 1701 1487 14 1480 1355 9 627 538 17 478 395 21Indian Bank 465 4321 4112 5 795 632 26 - - - 278 265 5Indraprastha Gas 140 944 1039 -9 154 139 11 197 190 4 108 89 21Indusind Bank 529 3048 2624 16 774 647 20 - - - 447 347 29Infinite Computer Sol 40 487 450 8 60 39 54 77 46 67 48 24 100Infosys 572 13796 13026 6 3689 3259 13 - - - 3250 2875 13Ingersoll-Rand 32 193 167 16 13 4 225 29 22 32 17 13 31Insecticides (I) 13 149 191 -22 18 18 - 12 10 14 8 7 14ITC 800 8943 8727 2 3227 3058 6 4038 3666 10 2635 2385 10Jindal Saw 55 1777 1710 4 176 112 57 163 114 43 62 50 24JK Lakshmi Cement 59 556 503 11 47 29 62 50 53 -6 18 14 29JK Tyre 41 1838 1722 7 214 143 50 167 128 30 92 59 56JM Financial 78 366 221 66 252 128 97 142 66 115 87 44 98JSW Energy 1640 2381 2151 11 777 593 31 727 492 48 380 203 87Just Dial 70 154 120 28 44 29 52 53 44 20 32 30 7Kajaria Ceramics 16 556 426 31 73 55 33 82 57 44 46 29 59Kakatiya Cement 8 36 39 -8 4 1 300 7 4 80 5 2 150Kalyani Steel 22 297 297 - 34 26 31 39 32 22 21 15 40Karnataka Bank 188 1365 1166 17 183 169 8 - - - 107 107 -Karur Vysya Bank 121 1512 1404 8 263 153 72 - - - 114 107 7KEI Industries 15 499 411 21 46 36 28 20 13 50 9 5 80Kennametal India 22 143 133 8 7 4 75 15 2 650 6 -3 -Kirloskar Ferrous In. 69 336 316 6 28 21 33 34 38 -11 16 12 33Kitex Garments 5 122 99 23 37 18 106 40 20 100 23 11 109

Page 46: Kompella Stock Investment Adviser October 2015 Edition

DECEMBER QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE46

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCEQuarter ended 31st Dec. 2014

GP(Rs. crs)31.12.14

Equity(Rs. crs)

TI(Rs. crs)31.12.14

TI(Rs. crs)31.12.13

GP(Rs. crs)31.12.13

Company/ Bank OP(Rs. crs)31.12.13

PAT(Rs. crs)31.12.14

OP(Rs. crs)31.12.14

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.12.13

Kotak Mahindra Bk 386 2994 2492 20 738 585 26 - - - 465 340 37KPR Mill 38 619 573 8 70 59 19 96 76 26 42 25 68KSE 3 229 203 13 17 10 70 19 11 69 11 7 57L&T 186 23848 21732 10 2211 2045 8 2204 2012 10 867 797 9L&T Finance Ho 1719 1572 1276 23 1121 914 23 288 169 70 182 110 65Lakshmi Vilas Bk 179 635 553 15 103 75 37 - - - 33 7 371Liberty Shoes 17 145 120 21 9 7 29 7 7 - 4 4 -LIC Housing Fin. 101 2700 2343 15 486 423 15 524 458 14 344 327 5Lupin 90 3178 3022 5 773 710 9 963 802 20 601 476 26Mac Charles 13 16 15 7 6 1 500 8 3 167 4 1 300Magna Fincorp 38 617 528 17 364 340 7 62 50 24 44 35 26Maharashtra Seam 34 350 267 31 28 5 460 53 32 66 35 21 67Maithan Alloys 15 206 192 7 17 8 113 18 8 125 12 6 100Manali Petro 86 182 155 17 21 11 91 23 14 64 15 9 67Marico 64 1452 1201 21 213 181 18 241 213 13 160 135 19Maruti Suzuki 151 12576 10894 15 965 813 19 1692 1427 19 802 681 18MBL Infra. 21 542 499 9 57 51 12 36 34 5 22 24 -8MCX 51 57 61 -7 18 10 80 45 36 25 23 22 5Minda Corporation 21 536 394 36 41 21 95 47 29 61 24 13 85Mindtree 84 912 791 15 161 134 20 208 136 53 141 89 58Mirza Intl. 19 230 173 33 34 24 42 31 23 35 16 11 45MM Forgings 12 126 102 24 19 11 73 27 18 50 13 7 86Motherson Sumi 88 9149 7989 15 595 576 3 761 727 5 254 250 2MRF 4 3353 3201 5 510 320 59 592 370 60 324 180 80National Aluminium 1289 1906 1644 16 411 74 455 679 325 109 354 131 170NCC 111 2653 1882 41 209 145 44 106 58 81 26 5 420NMDC 396 2946 2823 4 1895 1867 2 2473 2410 3 1593 1567 2NTPC 8245 18858 18837 - 3406 3629 -6 4440 4803 -8 3074 2861 7Oberoi Realty 328 217 171 27 117 83 41 129 105 23 79 68 16OCL India 11 544 417 30 54 22 145 73 45 62 29 10 190Omkar Speciality 21 71 54 31 15 8 88 12 7 71 7 3 133Orient Cement 20 384 341 13 50 36 39 58 49 18 31 23 35P I Industries 14 505 363 39 84 55 53 101 61 65 62 35 77Page Industries 11 383 306 25 73 56 30 74 56 32 45 35 29PC Jeweller 179 1822 1298 40 198 123 61 158 115 37 109 80 36Pennar Industries 60 336 315 7 26 22 18 18 17 9 8 6 33Petronet LNG 750 11198 9382 19 262 248 6 299 294 2 162 136 19PI Industries 14 505 363 39 84 55 53 101 62 63 62 35 77PNB Gilts 180 123 85 45 119 82 45 55 23 138 37 16 131Pokarna 6 78 53 47 19 8 138 16 7 139 15 1 1400Power Fin. Corp. 1320 6435 5541 16 2149 2048 5 2154 2056 5 1542 1534 1Power Grid Corp. 5232 4354 3685 18 2439 2114 15 2848 2432 17 1229 1042 18Prestige Estates 375 609 430 42 177 123 44 173 127 36 100 81 23Punjab National Bk 362 12905 11922 8 2751 2702 2 - - - 775 755 3PVR 41 420 337 25 51 28 82 64 31 106 32 14 129Ramakrishna Forg. 27 213 89 139 30 6 400 30 6 400 18 1 1700Rane Brake Lining 8 101 93 9 7 3 133 10 7 43 4 2 100Rashtriya Chemicals 552 1970 1408 40 146 97 51 179 113 58 94 53 77REC 987 5205 4377 19 1918 1647 16 1959 1677 17 1380 1228 12Reliance Capital 244 2102 1883 12 944 833 13 298 226 32 213 166 28Renaissance Jew. 19 516 410 26 34 22 55 36 22 64 28 15 87Repco Home 62 176 136 29 47 36 31 48 38 26 31 27 15RS Software 13 95 94 1 23 18 28 26 22 18 17 13 31SBI 747 43784 39068 12 9294 7618 22 - - - 2910 2234 30Shilpi Cable Tech 99 860 448 92 62 49 27 47 36 31 40 32 25Shipping Coporation 466 1089 1136 -4 55 -21 - 241 170 42 31 -66 -

Page 47: Kompella Stock Investment Adviser October 2015 Edition

DECEMBER QUARTER PERFORMANCE

KOMPELLA PORTFOLIO INVESTMENT ADVICE47

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCEQuarter ended 31st Dec. 2014

GP(Rs. crs)31.12.14

Equity(Rs. crs)

TI(Rs. crs)31.12.14

TI(Rs. crs)31.12.13

GP(Rs. crs)31.12.13

Company/ Bank OP(Rs. crs)31.12.13

PAT(Rs. crs)31.12.14

OP(Rs. crs)31.12.14

% CH

Note- Figures rounded off, consolidated figures taken wherever possible & Other Income included in profit

% CH % CH% CH PAT(Rs. crs)31.12.13

Shriram City Union F. 66 896 796 13 542 518 5 230 210 10 143 129 11Shriram Transport 227 2346 2197 7 1689 1585 7 495 471 5 321 325 -1Sintex Industries 37 1833 1388 32 232 185 25 248 196 27 162 85 91SJVN 4137 544 387 41 241 208 16 485 363 34 271 211 28Skipper 10 323 230 40 42 21 100 31 10 198 17 4 325SKM Egg 26 74 64 16 8 3 167 14 3 367 8 1 700SKS Microfinance 126 184 133 38 97 73 33 42 22 91 41 21 95Solar Ind. 18 320 284 13 53 47 13 54 49 10 35 29 21Sonata Software 11 467 387 21 44 29 52 50 32 56 36 22 64Srikalahasti Pipes 40 308 257 20 43 26 65 38 17 124 21 9 133Star Ferro 22 361 335 8 64 51 25 99 70 41 28 22 27State Bank of B&J 70 2477 2289 8 488 411 19 - - - 163 152 7State Bank of India 747 43784 39068 12 9294 7618 22 - - - 2910 2234 30State Bank of Myso 48 1888 1730 9 278 247 13 - - - 96 85 13State Bank of Trav 59 2627 2602 1 348 300 16 - - - 74 15 393Sterlite Technologies 79 895 680 32 73 25 192 51 32 59 23 5 360Subros 12 281 278 1 14 10 40 20 21 -5 4 2 100Sumeet Ind. 58 370 386 -4 21 19 11 17 14 21 10 6 67Sun TV 197 552 508 9 303 266 14 449 384 17 214 186 15Sundaram Finance 111 574 572 - 443 448 -1 186 177 5 111 104 7Sundram Fasteners 21 589 476 24 51 44 16 58 58 - 30 29 3Surana Solar 25 38 30 27 4 2 100 4 2 71 2 1 100Suryalakshmi Cott. 17 178 153 16 15 8 84 15 9 74 5 2 209Symphony 7 156 119 31 52 35 49 52 35 48 36 25 44Tata Chemicals 255 4820 4580 5 472 380 24 492 255 93 238 -16 -Tata Elxsi 31 221 200 11 43 34 26 50 42 19 28 22 27Tata Metaliks 25 248 296 -16 29 28 4 24 7 243 16 3 433TCS 196 24501 21294 15 6586 6337 4 7674 7363 4 5328 5333 -Technofab Eng. 10 114 83 37 8 4 100 5 2 88 2 1 100Thermax 24 1147 1014 13 116 76 53 137 112 22 76 67 13Titan Co. 89 2923 2676 9 253 230 10 266 244 9 191 166 15Torrent Pharma 85 1168 1015 15 186 194 -4 255 209 22 167 158 6Tourism Finance 81 45 43 5 20 19 5 21 20 3 16 15 7Transport Corp. 15 555 515 8 30 27 11 34 30 13 17 14 21TTK Prestige 12 384 369 4 41 42 -2 46 46 - 28 29 -3Tube Investments 37 2469 2228 11 275 218 26 275 230 20 87 77 13TV Today Network 30 132 111 19 36 29 24 48 37 30 26 21 24TVS Motor 48 2653 2058 29 123 91 35 161 126 28 90 69 30TVS Srichakra 8 489 418 17 43 25 72 43 18 139 26 11 136Ucal Fuel Systems 22 142 121 17 12 9 33 13 6 117 5 2 150Ultratech Cement 274 5947 5170 15 728 573 27 894 829 8 400 395 1Umang Diaries 11 70 55 27 4 2 100 5 3 67 3 1 200V2 Retail 22 79 70 13 10 6 67 10 6 67 5 3 67Venky’s (India) 9 450 455 -1 36 6 500 34 16 118 20 10 100Vijaya Bank 859 3303 2875 15 351 168 109 - - - 37 11 236Vindhya Telelinks 12 160 130 23 20 12 67 14 10 40 10 7 43Vishnu Chemicals 12 102 81 26 18 13 38 12 9 34 6 4 50Voltamp Transform 10 129 109 18 3 1 200 8 8 - 5 5 -Wabco India 9 318 260 22 35 27 30 52 39 33 28 20 40Welspun India 100 1346 1103 22 248 190 31 273 218 25 144 109 32Whirlpool of India 127 721 673 7 36 21 71 64 45 42 32 21 52Wipro 494 12085 11327 7 2403 2342 3 3191 2944 8 2193 2015 9Wonderla Holidays 57 47 41 15 17 15 13 23 19 21 13 12 8Yes Bank 417 3508 2902 21 863 615 40 - - - 540 416 30Zensar Tech. 44 720 594 21 96 77 25 112 79 42 70 51 37

Page 48: Kompella Stock Investment Adviser October 2015 Edition

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Page 49: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE49

TECHNICAL ANALYSIS

OCTOBER, 2015

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GMR INFRASTRUCTURE : RECOVERING SLOWLY

GVK POWER : MOVING IN A NARROW RANGE

1 0

1 1

1 2

1 3

1 4

1 5

1 6

J J A S

6

7

8

9

1 0

1 1

J J A S

Page 50: Kompella Stock Investment Adviser October 2015 Edition

KOMPELLA PORTFOLIO INVESTMENT ADVICE50

INDEX : BSE SENSEX & NSE NIFTY

OCTOBER, 2015

BSE Sensex (Daily Closing): at 26,154.83 on 30th September, 2015

NSE Nifty (Daily Closing): at 7,948.90 on 30th September, 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2 4 5 0 0

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S O N D J F M A M J J A S

7 5 0 0

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S O N D J F M A M J J A S

Moving in a narrow range

Moving in a narrow range

Page 51: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE51

OCTOBER, 2015

AMARA RAJA BATTERIES : MAINTAINING HIGH GROWTH RATE

Automotive Battery BusinessThe Company’s Automotive Battery business continued tomaintain the growth trend in all verticals of the business. Thefour wheeler batteries volume grew phenomenally backedby improved sales in aftermarket segment in both preferredbrands Amaron® and PowerZoneTM. The impressive volumegrowth in two wheeler batteries in both Amaron® andPowerZoneTM brands further added significantly to theperformance of the business unit. During the quarter, OEMproduction in four wheeler grew, thereby, aiding higher saleof batteries in the OEM sector. The growth in aftermarket andOEM beyond the industry growth helped it in gaining marketshare in both four and two wheeler segments. The trading intubular batteries continued and sustained the momentum duringthe quarter, though the erratic summer season impacted itmarginally. The company saw its expanded capacity in fourwheeler batteries coming on stream during the quarter.Industrial Battery BusinessThe Company’s Industrial Battery business registered doubledigit volume growth over Q1 of previous financial year, inchallenging & competitive market conditions. The growth indemand from telecom sector is primarily driven by data growthand the drive for energy optimization by Tower Companies.The demand for UPS batteries is moderate. Increased Importsdue to country’s Preferential Free Trade Agreements withASEAN are a concern since the raw materials continue toattract higher import duty.Amidst these challenges, the industrial battery businessimproved the overall performance by virtue of its “preferredsupplier status” with all major customers, efficient after salesservice, customer relationship management, optimal productmix and consistent product performance of its flagship brandsPowerStack®, Quanta® and QRS Series batteries. TheCompany has progressively started providing total solutionsto customers enabling it to forge strategic alliances.Commenting on the Q1 performance, Mr. S V Raghavendra,CFO, said, “ The operating cash flow generation remainedstrong driven by improved profitability in various segments.The Company continues to have sequential quarterly growthand healthy liquidity position. The major projects of two wheelerexpansion, inverter tubular batteries unit, LVRLA expansion

are progressing as envisaged. Raw material prices are moving favorablyand the company is pursuing cost improvement projects aggressively. Allthe efforts should lead to improved profitability in due course of time.”Company backgroundAmara Raja Batteries Limited, a company with 26% equity each fromGalla Family and Johnson Controls Inc, USA, is the technology leader andis one of the largest manufacturers of lead acid batteries for both industrialand automotive applications in the Indian storage battery industry.In India, Amara Raja is the preferred supplier to major telecom serviceproviders, Telecom equipment manufacturers, UPS sector (OEM &Replacement), Indian Railways and to Power, Oil & Gas among otherindustry segments. The industrial battery brands of Amara Raja arePowerStack®, AmaronVoltTM and Quanta®. Amara Raja is a leadingmanufacturer of automotive batteries under the brands - Amaron® andPowerzoneTM, which are distributed through a large pan-India sales &service retail network.The Company supplies automotive batteries under OE relationships toAshok Leyland, Ford India, Honda, Hyundai, Mahindra & Mahindra, MarutiSuzuki, and Tata Motors. The Company’s Industrial and Automotive batteriesare exported to countries in Indian Ocean Rim.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 17.08 17.08 - 17.08 17.08 -R&S 1682.49 1345.62 25.03 1682.49 1345.62 25.03Networth 1699.57 1362.70 24.72 1699.57 1362.70 24.72Return on Nw 7.18 7.78 -7.71 24.17 26.96 -10.35B.V. (Rs.) 99.51 79.78 24.73 99.51 79.78 24.73F.V. 1.00 1.00 - 1.00 1.00 -T.I. 1144.97 1029.03 11.27 4230.07 3451.75 22.55O.P. 175.18 144.57 21.17 593.82 510.85 16.24G.P. 211.74 181.39 16.73 743.85 601.24 23.72Dep. 32.84 30.96 6.07 133.99 64.57 107.51PBT 178.90 150.43 18.93 609.86 536.67 13.64Tax 56.81 44.47 27.75 199.00 169.23 17.59PAT 122.09 105.96 15.22 410.86 367.44 11.82EPS (Rs.) 7.15 6.20 15.32 24.06 21.51 11.85DPS (Rs.) 3.61MP (Rs.) 984.60P/E Ratio 34.43PAT margin 10.66 10.30 3.50 9.71 10.65 -8.83OP margin 15.30 14.05 8.90 14.04 14.80 -5.14

Amara Raja Batteries Ltd., India’s leading Industrial and AutomotiveBattery major has reported encouraging working results for the first quarterended 30th June, 2015. For the quarter its Total Income has increased by 11%from Rs.1,029crs to Rs.1,145crs while the Operating Profit has increased by21% from Rs.145crs to Rs.175crs and Net Profit by 15% from Rs.106crs toRs.122crs. The EPS for the quarter is Rs.7/-. Commenting on the Q1performance, Mr. Jayadev Galla, Vice Chairman & Managing Director, said,“We are delighted to report the highest revenue and profit for a quarter. We havecompleted the auto batteries expansion at the appropriate time when the demandfrom OEMs and aftermarket are beginning to gain traction. Production capacitiesfor industrial and automotive sectors are adequately available and the companyis moving towards becoming market leader in all the sectors. We are also gearingup to explore and grab emerging opportunities in various sectors of the economyrelating to energy storage solutions” For the year it has reported an OperatingProfit of Rs.594crs and Net Profit of Rs.411crs on a Total Income of Rs.4,230crs.The EPS for the year is Rs.24/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.17crs with a high Networth of Rs.1,700crs. Its Return onNetworth is high at 7% for the quarter and 24% for the year. Technically the scripis moving around Rs.985/- with a P/E Ratio of 34 and Book Value of Rs.100/-.

MR JAYADEV GALLA, VICE-CHAIRMAN & MD

Page 52: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE52

OCTOBER, 2015

HDFC : HIGH GROWTH RATE WITH HEALTHY ASSET QUALITY

Performance Highlights• Standalone profit after tax at Rs. 1,361 crore for the quarterended June 30, 2015• Standalone Net Interest Margin for the quarter ended June30, 2015 at 3.8%, spread on loans at 2.31%• 23% growth in the individual loan book (after adding backthe loans sold in the preceding 12 months)• Gross non-performing loans at 0.69% of the loan portfolioas at June 30, 2015 compared to 0.70% in the correspondingquarter of the previous year• Consolidated profit after tax at Rs. 2,204 crore for the quarterended June 30, 2015STANDALONE FINANCIAL RESULTSThe Corporation holds 21.6% of the equity share capital ofHDFC Bank. HDFC Bank declared a dividend of Rs. 8 pershare for FY 2015.Consequently, the income from dividend from HDFC Bank ofRs. 315 crore would be booked in the second quarter of thefinancial year. In the previous year, dividend from HDFC Bankamounting to Rs. 269 crore was received in the first quarter.Hence the quarter financials are not comparable.For the quarter ended June 30, 2015, the profit after taxstood at Rs. 1,361 crore as compared to Rs. 1,345 crore inthe previous year.TOTAL ASSETSAs at June 30, 2015, the total assets of HDFC stood at Rs.2,57,739 crore as against Rs. 2,30,053 crore as at June 30,2014 – an increase of 12%.LENDING OPERATIONSAs at June 30, 2015, the loan book stood at Rs. 2,31,224crore as against Rs. 2,03,384 crore as at June 30, 2014.Loans sold in the preceding twelve months amounted to Rs.10,949 crore. After adding back the loans sold in the preceding12 months, the growth in the individual loan portfolio is 23%.The growth in the non-individual loan portfolio stood at 10%.The growth in the total loan book after adding back the loanssold in the preceding 12 months is 19%.Of the total loan book, individual loans comprise 72%. Theaverage size of the individual loans stood at Rs. 23.4 lac.As at June 30, 2015, the total loans outstanding in respect ofloans sold/assigned stood at Rs. 27,764 crore. HDFCcontinues to service these loans and is entitled to the residualinterest on the loans sold. The residual interest on theindividual loans sold is 1.24% p.a. and is being accountedover the life of the loans and not on an upfront basis.Non-Performing Loans

Gross non-performing loans as at June 30, 2015 amounted to Rs. 1,609crore. This is equivalent to 0.69% of the loan portfolio (previous year –0.70%). The non-performing loans of the individual portfolio stood at0.54% while that of the non-individual portfolio stood at 1.04%.As per NHB norms, the Corporation is required to carry a total provisionof Rs. 1,742 crore.The balance in the provision for contingencies account as at June 30,2015 stood at Rs. 2,082 crore of which Rs. 499 crore is on account ofnon-performing loans and the balance Rs. 1,583 crore is in respect ofgeneral provisioning on standard loans and other provisions. This balancein the provision for contingencies is equivalent to 0.89% of the portfolio.Thus the Corporation carries an additional provision of Rs. 340 croreover the regulatory requirements.Spread and Net Interest MarginThe spread on loans over the cost of borrowings for the quarter endedJune 30, 2015 stood at 2.31% compared to 2.29% in the correspondingquarter previous year. Net Interest Margin for the quarter ended June 30,2015 was 3.8%.INVESTMENTSAs at June 30, 2015, the unrealised gains on HDFC’s listed investmentsamounted to Rs. 57,958 crore (previous year Rs. 43,431 crore). Thisexcludes the appreciation in the value of unlisted investments.CAPITAL ADEQUACY RATIOThe Corporation’s capital adequacy ratio (CAR) after reducing theinvestment in HDFC Bank from Tier I capital stood at 15.8%. Of this, TierI capital was 12.4% and Tier II capital was 3.4%. Deferred Tax Liability onSpecial Reserve has been considered as a deduction in the computationof Tier I and Tier II capital.The CAR without reducing the investment in HDFC Bank from Tier I capital,while treating it as a 100% risk weight stood at 18.2%. Of this, Tier Icapital was 14.9% and Tier II capital 3.3%. As per the regulatory norms,the minimum requirement for the capital adequacy ratio and Tier I capitalis 12% and 6% respectively.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 315.20 313.39 0.58 314.94 312.10 0.91R&S 44756.69 37262.51 20.11 44756.69 37262.51 20.11Networth 45071.89 37575.90 19.95 45071.63 37574.61 19.95Return on Nw 4.89 4.98 -1.81 19.44 21.15 -8.09B.V. (Rs.) 285.99 239.80 19.26 286.22 240.79 18.87F.V. 2.00 2.00 - 2.00 2.00 -T.I. 11436.20 10039.40 13.91 48315.69 40753.17 18.56G.P. 2471.82 2136.94 15.67 10163.25 8892.70 14.29Dep. 18.24 -4.46 - 46.63 46.85 -0.47PBT 2453.58 2141.40 14.58 10116.62 8845.85 14.37Tax 714.44 657.32 8.69 3165.70 2358.34 34.23PAT 2204.29 1872.90 17.69 8762.62 7947.82 10.25EPS (Rs.) 13.99 11.95 17.07 55.65 50.93 9.27DPS (Rs.) 15.00MP (Rs.) 1181.85P/E Ratio 21.12PAT margin 19.27 18.66 3.27 18.14 19.50 -6.97GP margin 21.61 21.29 1.50 21.04 21.82 -3.57

(Consolidated)

Housing Development and Finance Corporation Ltd., has reported encouraging work-ing results for the first quarter ended 30th June, 2015. For the quarter its Total Income hasincreased by 14% from Rs.10,039crs to Rs.11,436crs while the Gross Profit has increased by16% from Rs.2,137crs to Rs.2,472crs and Net Profit by 18% from Rs.1,873crs to Rs.2,204crs.The EPS for the quarter is Rs.14/-. For the year it has reported an Gross Profit of Rs.10,163crsand Net Profit of Rs.8,763crs on a Total Income of Rs.48,316crs. The EPS for the year is Rs.56/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.315crs with a highNetworth of Rs.45,072crs. Its Return on Networth is at 5% for the quarter and 19% for the year.Technically the scrip is moving around Rs.1180/- with a P/E Ratio of 21 and B V of Rs.286/-.

MR KEKI M MISTRY,VICE-CHAIRMAN & CEO

Page 53: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE53

OCTOBER, 2015

Group Q1 (FY16) highlights :•Profit of Rs.226.4 crores in Q1 FY16 compared to loss ofRs.258 crores in Q1 FY15•Total revenue up by Rs.561 crores or 11% to Rs.5,658 croresin Q1 FY16 from Rs.5,097 crores in Q1 FY15•Passengers carried increased by 21.3% to 6.29 millionpassengers in Q1 FY16 from 5.19 million in Q1 FY15•Codeshare traffic surges by 51 % with 487,921 passengerscarried in Q1 FY16 underpinned by partnership with EtihadAirways and partner airlines•Average aircraft utilisation grows by 11.5 % to 12.7 hours inQ1 FY16 compared to 11.4 hours in Q1 FY15. Amongst thehighest utilisation for 737s in the world.Compared to the same quarter of the previous financial year,Jet Airways’ financial performance improved by Rs.484.4crores or 187.8%. The net profit before taxes is Rs.226.4crores compared to a net loss of Rs.258 crores for the sameperiod last year.The airline’s total revenue (combined) for the first quarterFY16 increased by 11% to Rs.5,658 crores from Rs.5,097crores. Passenger revenues for Q1 FY16 rose by 10.4 % toRs.4,707 crores from Rs.4,262 crores.The combined passenger load factor in Q1 of FY16 increasedby 2.2 percentage points to 82.4%, compared to 80.2% in Q1of FY15. This improvement is largely attributable to theoptimized network which ensures tighter domestic andinternational network integration.Other contributing factors include synergies with partnercarriers, the implementation of a consistent, full service, singlebrand strategy across the entire domestic airline operationand an increased focus on premium traffic.Jet’s domestic capacity grew by 13.3% and passenger trafficincreased by 25.4%, significantly exceeding local industrygrowth.Mr Cramer Ball, CEO, said: “Despite the increasingly competitivedomestic landscape driven by aggressive new marketentrants, our market share in India went up by 1.1 percentagepoints to 21.9 %. This means that one in every five domesticpassengers flew on Jet Airways. “Our customers haveembraced the changes we have made. This is a strong

endorsement of our single brand full service product complemented bythe ‘Guest First’ approach to service and hospitality, and validates ourconsiderable investment in product enhancements in the air and on theground.”Jet Airways also recorded 12.4% growth in international passenger trafficduring the first quarter. Further augmenting its global connectivity, theairline added three new codeshare partners – airberlin, Air Seychellesand Bangkok Airways – taking the total number of codeshare partners to21. The quarter witnessed a significant 51% growth in overall codesharetraffic while at the same time the codeshare traffic by strategic partnerEtihad Airways and its partner airlines grew by 181%. A record numberof passengers took advantage of the choice and convenient connectionsoffered by the combined network.Mr Ball concluded: “The competitive and structural challenges in the Indianaviation market continue to put pressure on our yields and costs. Inaddressing these, we continue to focus on leveraging the commercialand operational synergies through our partnership with Etihad Airways.”By virtue of Jet Airways’ equity relationship with Etihad Airways and itspartner airlines, significant savings and synergies are achieved throughjoint maintenance and ground handling facilities, cabin crew training andcommon procurement of aircraft, fuel, and insurance.Company backgroundJet Airways currently operates a fleet of 116 aircraft, which include amix of Boeing 777-300 ERs/Airbus A330-200/300 aircraft, Next GenerationBoeing 737s and ATR 72-500/600s. Flights to 73 destinations span thelength and breadth of India and beyond, including Abu Dhabi, Bahrain,Bangkok, Brussels, Colombo, Dammam, Dhaka, Doha, Dubai, Ho Chi MinhCity, Hong Kong, Jeddah, Kathmandu, Kuwait, London (Heathrow), Muscat,New York (Newark), Paris, Riyadh, Sharjah, Singapore and Toronto.

JET AIRWAYS : FINE START

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 113.60 113.60 - 113.60 113.60 -R&S -4519.25 -2656.74 - -4519.25 -2656.74 -F.V. 10.00 10.00 - 10.00 10.00 -T.I. 5220.11 4685.64 11.41 19573.43 17301.89 13.13O.P. 162.41 -117.48 - -878.45 -2360.40 -G.P. 410.12 -31.33 - -1051.21 -2792.22 -Dep. 188.42 186.32 1.13 762.50 875.75 -12.93PBT 221.70 -217.65 - -1813.71 -3667.97 -Tax - - - - -0.12 -PAT 221.70 -217.65 - -1813.71 -3667.85 -EPS (Rs.) 19.52 - - - - -MP (Rs.) 331.35P/E Ratio 4.24

Jet Airways Ltd. has made fine start for the first quarter ended30th June, 2015. For the quarter it has reported an Operating Profit ofRs.162crs against Operating Loss of Rs.117crs and Net Profit ofRs.222crs against Net Loss of Rs.218crs on a Total Income ofRs.5,220crs against Rs.4,686crs for Q1FY15. Mr Naresh Goyal,Chairman said, “Our performance in the first quarter of this financialyear demonstrates once again that the measures we are taking tobring the business back to profitability are having the desired result.“All the major key performance indicators have shown progress aswe continue to focus on customer satisfaction, network enhance-ment and improvement through efficiency.” For the year it has re-ported an Operating Loss of Rs.878crs and Net Loss of Rs.1,814crson a Total Income of Rs.19,573crs. Technically the scrip is movingaround Rs.330/- with a low P/E Ratio of 4.

MR NARESH GOYAL, CHAIRMAN

Page 54: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE54

OCTOBER, 2015

WITHOUT SUBSIDY BURDEN OIL INDIA MIGHT DO WELL

Physical PerformanceDuring the first quarter of FY16, OIL’s crudeoil production target was 877 TMT. Actualproduction during this period was 842 TMTwhich is 96.05 % of the target. In the Natural Gas front, the first quarterproduction target was 689 MMSCM. Actualproduction was 642 MMSCM which is93.04% of the target. Crude oil sales Q1 FY16 target was 866MMT and actual sales was 845 TMT whichis 97% of the target. Sale of Natural Gastarget for Q1 FY16 was 567 MMSCM andactual sales was 502 MMSCM which is88.48% of the target. Financial HighlightsDue to sharp fall in the international price ofcrude oil, the gross average crude oil pricewas lower by 42.92% to US$ 61.85/bbl inQ1 FY16 as compared to US$ 108.35/bbl inQ1 last year.However, on account of lower subsidyburden due to deregulation of HSD & MSprice and implementation of DBTL, theaverage net crude oil price realisation was9.68% higher at US$ 57.42/bbl in Q1 FY16as compared to US$ 52.35/bbl in Q1 lastyear. Further, depreciation of Indian Rupee againstUSD also helped in higher net realisation inRupee terms. The Net Realisation in Rupeeterms has increased by 16.42% toRs.3,644.45/ bbl as compared toRs.3,130.53/bbl. The average Rupeedepreciated by 6.14% to Rs.63.47 in Q1FY16 from Rs.59.80 in Q1 FY15.Subsidy payout to the OMCs was Rs. 167.43crore in Q1 FY16 as compared to Rs.1846.55 crore in Q1 FY15 . The subsidyhas affected the PAT by Rs. 88.33 crore.PAT is higher by 40% to Rs. 775.42 crore inQ1 FY16 as compared to Rs 551.72 in Q4FY15 despite there was NIL subsidy in Q4FY15. However, PAT in Q1 FY16 is lowerby 8.97% as compared to Q1 FY15 due tohigher write off of dry wells and provisionsof MWP.

Other Highlights - NELP Blocks,Overseas, Renewables1. In Mizoram Block (NELP-VI) drilling of firstwell is in progress. The well has been drilleddown to 4012 m against target depth of 4500m.2. In KG Basin Block (NELP-VI), gasdiscovery has been made in first well. 3. In Rajasthan NELP-VI block, oneexploratory well Panna-1 was drilled totarget depth of 1370m. Testing of identifiedzones in the well is in progress. In RajasthanNELP-VII block, first exploratory wellSaraswati-1 was spud on 12th June 2015.The well has been drilled down to depth of910m as against target depth of 2000m. 4. In Gulf of Mannar (NELP-VII), one locationhas been firmed up for drilling. Preparationfor drilling is currently in progress.5. In Gabon overseas Block, where OIL isthe operator, a discovery was made in thethird well that was drilled, which is the firstdiscovery of OIL in an overseas venture asan operator. Oil was also discovered in the1st appraisal well. The Consortium of OIL &IOCL in Q1 of 2015-16 has acquired nearly273 GLKM (22%) of 2D seismic data. 6. In Myanmar overseas two (2) offshoreblocks, M-4 and YEB, where OIL is theoperator with 60% PI, the consortiumincludes OilMax (10%PI), Mercator (25%PI),and Oil Star (5% carried Interest). Currently,the Consortium has commenced theEnvironmental Impact Assessment (EIA),Social Impact Assessment (SIA) andEnvironmental Management Plan (EMP) studyas part of the preparation period in both theblocks. 7. In Venezuela, in the Carababo Basinasset, accelerated early production from firstdevelopment well started since 27th Dec2012. Current production is around 16000Bopd and it is expected to reach 30000 Bopdby the end of 2015 and 90000 Bopd by theend of 2017. OIL has 3.5% stake in thisasset.8. In USA, current production (Net to OIL)from the liquid rich Shale asset in NiobraraShale Play stands around 550-650 Boepd.

Oil India Ltd. has reported encouraging working results for the first quarterended 30th June, 2015. For the quarter it has reported an Operating Profit of Rs.1,030crsand Net Profit of Rs.775crs on a Total Income of Rs.2,883crs. The EPS for the quarteris Rs.13/-. For the year it has reported an Operating Profit of Rs.2,798crs and NetProfit of Rs.2,510crs on a Total Income of Rs.9,748crs. The EPS for the year is Rs.42/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.601crswith a high Networth of Rs.21,514crs. Its Return on Networth is at 12% for the year.Technically the scrip is moving around Rs.430/- with a low P/E Ratio of 8 and highBook Value of Rs.358/-.

MR U P SINGH, CMD

9. In Mozambique, OIL and ONGC Videshjointly acquired 10% participating Interest(OVL 6% & OIL 4%) in offshore Area 1Block. Decree Law supporting developmentof the LNG hub is ratified by the parliamentof Mozambique. Area 1 Operator andconcessionaires are working towardsmeeting important project developmentmilestones with target to achieve first LNGcargo delivery by Q1 2020.10. Company acquired 50% in License 61,Tomsk region, Russia, from M/s PetroNeftResource (PR) in 2014. PR remains theoperator of the license. The currentproduction from the license is around 2200Bopd. The development activities in the blockare currently going on in full swing. Thepeak production from the license is expectedto go above 20000 Bopd by the end of 2020. 11. In Bangladesh the Consortium of ONGCVidesh Limited, Oil India Limited and theBangladesh Petroleum Exploration andProduction Company Limited signed theProduction Sharing Contracts for blocks SS-04 and SS-09 in February, 2014. The blocksare located in shallow waters in offshoreBangladesh. Currently, operator is makingnecessary arrangements to commenceseismic acquisition in both blocks.12. Keeping its strategic intent ofprogressively diversifying into theRenewable Energy domain, OILsuccessfully commissioned its third WindEnergy Power Project (WEPP) on 31st March2015, a 54 MW project split between thestates of Madhya Pradesh (38 MW) andGujarat (16 MW). Further, to consolidate itspresence in the Solar Energy domain, a 9MW Solar Energy Power Project (SEPP) ispresently being pursued in addition to the 5MW Solar Energy Power Project alreadyoperational since Jan 2014. OIL’s present combined installed capacitytoday, in the Wind (121.6 MW) and Solar (5MW) domains stand at 126.6 MW. The combined generation from theoperational Renewable Energy projects forthe year 2014-15 was 130.50 Million Units.

Page 55: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE55

OCTOBER, 2015

WITHOUT SUBSIDY, ONGC’S PERFORMANCE MAY IMPROVE

MR DINESH K SARRAF, CMD

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15(3M) (3 M) (12 M)

Capital 4277.76 4277.76 - 4277.76R&S 139345.09 131353.37 6.08 139345.09Networth 143622.85 135631.13 5.89 143622.85Return on Nw 3.80 3.53 7.65 12.35B.V. (Rs.) 167.87 158.53 5.89 167.87F.V. 5.00 5.00 - 5.00T.I. 22825.25 21851.27 4.46 82870.96O.P. 7547.80 6301.96 19.77 21190.80G.P. 11385.89 9759.32 16.67 38006.37Dep. 3034.96 2562.31 18.45 11451.14PBT 8350.93 7197.01 16.03 26555.23Tax 2891.03 2415.22 19.70 8822.28PAT 5459.90 4781.79 14.18 17732.95EPS (Rs.) 6.38 5.59 14.13 20.73DPS (Rs.) 9.50MP (Rs.) 227.50P/E Ratio 8.91PAT margin 23.92 21.88 9.32 21.40OP margin 33.07 28.84 14.67 25.57

oil and Natural Gas Corporation Ltd. has reported encouraging working resultsfor the first quarter ended 30th June, 2015. For the quarter, the Total Income has in-creased by 4% from Rs.21,851crs to Rs.22,825crs while the Operating Profit has in-creased by 20% from Rs.6,302crs to Rs.7,548crs and Net Profit by 14% from Rs.4,782crsto Rs.5,460crs. The EPS for the quarter is Rs.6/-. It has notified 4 hydrocarbon discover-ies during this quarter (1 new Prospect and 3 new Pools). Also, the Board has approvedinvestment of Rs. 2,818.88 crs to produce incremental Oil and Gas from Neelam Field.It has also approved submission of draft field development plan (FDP) for the NELPBlock KG-DWN-98/2 to Directorate General of Hydrocarbon (DGH). For the year, ONGChas reported an Operating Profit of Rs.21,191crs and Net Profit of Rs.17,733crs on aTotal Income of Rs.82,871crs. The EPS for the year is Rs.21/-. The company has strongfundamentals. Its Paid-up Capital is small at Rs.4,278crs with a high Networth ofRs.1,43,623crs. Technically the scrip is moving around Rs.230/- with a low P/E Ratio of9 and Book Value of Rs.168/-.

Performance Highlights: Q1 –FY’16•ONGC has notified 4 hydrocarbon discoveries duringthis quarter (1 new Prospect and 3 new Pools).•Gross Revenue Rs. 22,868 Crore (against Rs. 21,917Crore in Q1-FY’15)•Net Profit Rs. 5,460 Crore (against Rs. 4,782 Crore inQ1-FY’15)•The Board has approved investment of Rs. 2,818.88Crore to produce incremental Oil and Gas from NeelamField.•The Board also approved submission of draft fielddevelopment plan (FDP) for the NELP Block KG-DWN-98/2 to Directorate General of Hydrocarbon (DGH).New Discoveries during the QuarterONGC has notified 4 discoveries in Q1 FY’16:•Well Gojalia#14, within Gojalia PML in South TripuraDistrict. This new pool discovery is within establishedGojalia field and is likely to augment the existingproduction potential. The well is situated about 5 kmeast of Belonia town in South Tripura district of Tripurastate. Exploratory well Gojalia # 14 in Gojalia PML,

Arakan Fold Belt Basin in the state of Tripura was drilled to a depth of 2501m. Onconventional testing, the interval 1631-1627m in Upper Bhuvan formationproduced gas @ 86900 m3/day through 8 mm bean.•One New Prospect Discovery at Komarada# 3, Tatipaka-Pasarlapudi PML, KGOnland Basin, Andhra Pradesh has also been notified. Exploratory well Komarada#3 in Tatipaka-Pasarlapudi PML of KG Onland Basin, Andhra Pradesh was drilledto a depth of 3,155m. On conventional testing, the interval 3,040.5–3,043.5m, inVadaparu formation of Eocene age, produced light oil @ 31.9 m3/day and gas@123,512 m3/day, through 6 mm bean. This discovery is close to Pasarlapudifield and will augment gas & oil production immediately. The discovery well issituated 18 km east of Razol town in East Godavari District.•Earlier two New pool Discoveries at, KG-DWN-98/2-M-4(AD) Oil & GasDiscovery in NELP-I Block KG-DWN-98/2 and KG-OSN-2004/1 Gas discovery inNELP VI block in KG Offshore have been notified.Other Highlights•The Board has also approved investment decision for Rs. 2818.88 Crore forfurther exploitation of Oil and Gas from its scheme of Neelam RedevelopmentPlan in Western Offshore. The project comprises of drilling 14 new wells and 13sidetrack wells and installation of facilities i.e. 1 process platform, 2 well platforms,3 clamp-on facility for wells on existing platforms, associated pipelines,modifications, 21 zone transfers and 4 water injections conversions. The facilitiesunder the project are scheduled to be installed by August 2018 and the overallproject completion is scheduled for March 2023. The implementation of the projectwill lead to incremental gain of 2.76 MMT crude oil and 4.786 BCM gas by 2034-35.•ONGC’s LNG based C2-C3 plant at Dahej, Gujarat, the first in world commencedoperation on May 31, 2015. Commercial production of Ethane (C2), Propane (C3)and Butane (C4) started on 17th July 2015. The Plant is expected to produce600-700 KT of VAP in FY’2015-16 with Commingled LNG feed from Petronet LNGLimited (PLL).•Sakhalin-1: World’s Longest (13,500 meter, MD) well put on production. TheO#14 well with measured depth of 13,500 m, the longest well in the world, drilledfrom offshore platform Orlan, in Chayvo field under Sakhalin-1 project, in Russiawas put on production on May’4, 2015. The well producing around 20,000barrels per day (bpd) helped Sakhalin-1 project to attain peak production of199,000 bpd on May 5, 2015. ONGC Videsh has 20% participating interest in theProject along with other partners Exxon 30% (Operator), SODECO (30%) andRosneft (20%).

Page 56: Kompella Stock Investment Adviser October 2015 Edition

SPECIAL REPORT

KOMPELLA PORTFOLIO INVESTMENT ADVICE56

OCTOBER, 2015

TATA MOTORS : LOWER OIL & COMMODITY PRICES MAY IMPROVE ITS PERFORMANCE

Consolidated Financial Results for the Quarter endedJune 30, 2015Tata Motors reported consolidated revenues (net of excise)of Rs.61,020 crores for the quarter, as against Rs.64,683crores for the corresponding quarter of the previous year,due to lower sales and weaker geographic mix at JaguarLand Rover (JLR), partially offset by strong revenue growthin standalone business on the back of continued M&HCVgrowth. The Consolidated Profit before tax for the quarterwas Rs.4,359 crores, as compared to Rs.7,528 crores forthe corresponding quarter of the previous year and theConsolidated Profit after tax (post minority interest and shareof profit / (loss) of associates (net)) for the quarter wasRs.2,769 crores as compared to Rs.5,398 crores for thecorresponding quarter of the previous year.Stand-alone Financial Results for the Quarter endedJune 30, 2015Fleet replacement demand mainly in the high tonnage segment,continued to support the Company sales growth of 20.7% Y-o-Y in the domestic MHICV segment in the quarter. However,the domestic LCV segments (mainly the SCV) continued toremain weak, witnessing a de-growth of 19.0% Y-o-Y, dueto the tough financing environment and lack of last mile loadavailability. Exports of the commercial vehicles saw stronggrowth of 38.0% Y-o-Y in the quarter. As a result, the overallCV sales were almost flat in the quarter. New launches in thePrima LX, Ultra range and SCV range as well as other productenhancements provides a strong foundation for the futuregrowth. In this quarter Tata Motors celebrated the tenthanniversary of Tata Ace that had created a new SmallCommercial Vehicle (SCV) category when launched and hassurpassed the 1.5 million sales mark in these ten years.In Passenger vehicles, Zest, Bolt and newly launched GenXNano, supported the sales growth in the quarter. The domesticpassenger vehicles segment of the Company grew 27.4% Y-o-Y in the quarter with car segment growth of 42.2% Y-o-Yin the quarter. Company expects to continue its volume growthwith full year of Zest, Bolt, new GenX Nano and other newand exciting products that will be launched in the coming timeperiod under the Company’s Horizonext strategy.

The sales (including exports) of commercial and passenger vehicles forthe quarter, stood at 1,17,439 units, a growth of 6.2% as compared to thecorresponding quarter of the previous year. The revenues (net of excise)for the quarter stood at Rs.9,297 crores, as compared to Rs.7,705 croresfor the corresponding quarter of the previous year. Operating profit(EBITDA) for the quarter stood at Rs.440 crores at 4.7%. Profit beforeand after tax for the quarter ended June 30, 2015 was Rs.269 croresand Rs.258 crores, respectively, against the Profit before and after tax ofRs.394 crores, for the corresponding quarter last year. Profit before taxfor the quarter ended June 30, 2015, includes other income (profit on saleof investments in subsidiary companies and dividends from subsidiarycompanies) of Rs.805 crores (Rs.1,549 crores for the correspondingquarter last year).Jaguar Land Rover Automotive plc financial results for the quarterended June 30, 2015 - (figures as per IFRS)Jaguar Land Rover whole sales were 110,648 units and retails (includingfrom China JV) for the quarter were 114,905 units.Revenues for the quarter stood at GBP 5,002 million against GBP 5,353million for the corresponding quarter last year. Operating profit (EBITDA)for the quarter stood at GBP 821 million at 16.4%, against GBP 1,087million for the corresponding quarter last year. The financial performancein the quarter was lower than the strong corresponding quarter last yeardue to softer sales in China partially offset by strong performance in theUK, Europe and North America.Land Rover maintained healthy sales in the quarter with Range Rover,Range Rover Sport Discovery and Defender all up compared to thecorresponding quarter last year. Furthermore, the Discovery Sportperformed well, already outselling the Freelander which it replaced.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 679.18 643.78 5.50 643.78 643.78 -R&S 55595.27 64936.80 -14.39 55595.27 64936.80 -14.39Networth 56274.45 65580.58 -14.19 56239.05 65580.58 -14.24Return on Nw 4.92 8.23 -40.22 24.87 21.33 16.60B.V. (Rs.) 165.71 203.74 -18.67 174.72 203.74 -14.24F.V. 2.00 2.00 - 2.00 2.00 -T.I. 61019.52 64682.83 -5.66 262796.33 232833.66 12.87O.P. 5285.55 8166.69 -35.28 25850.02 23775.20 8.73G.P. 8181.95 10508.02 -22.14 35091.19 29947.13 17.18Dep. 3823.21 2979.57 28.31 13388.63 11078.16 20.86PBT 4358.74 7528.45 -42.10 21702.56 18868.97 15.02Tax 1570.27 2115.05 -25.76 7642.91 4764.79 60.40PAT 2768.91 5398.21 -48.71 13986.29 13991.02 -0.03EPS (Rs.) 8.15 16.77 -51.40 43.45 43.47 -0.05MP (Rs.) 303.40P/E Ratio 9.31PAT margin 4.54 8.35 -45.63 5.32 6.01 -11.48OP margin 8.66 12.63 -31.43 9.84 10.21 -3.62

(Consolidated)

Tata Motors Ltd. has reported encouraging working resultsfor the first quarter ended 30th June, 2015. For the quarter it has re-ported an Operating Profit of Rs.5,286crs and Net Profit of Rs.2,769crson a Total Income of Rs.61,020crs. The EPS for the quarter is Rs.8/-.For the year it has reported an Operating Profit of Rs.25,850crs and NetProfit of Rs.13,986crs on a Total Income of Rs.2,62,796crs. The EPSfor the year is Rs.43/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.679crs with a high Networth of Rs.56,274crs.Its Return on Networth is at 5% for the quarter & 25% for the year.Technically the scrip is moving around Rs.300/- with a P/E Ratio of 9and Book Value of Rs.166/-.

MR CYRUS P MISTRY, CHAIRMAN

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KOMPELLA PORTFOLIO INVESTMENT ADVICE57

OCTOBER, 2015

Evoque sales were lower due to the ramp up of localized productionin China and softer market conditions there. Jaguar sales volumeswere down as the sales of XF and XJ fell ahead of the all newlightweight XF and the refreshed XJ 16MY, on sale in autumn thisyear, partially offset by the successful introduction of the newJaguar XE.Profit before and after tax stood at GBP 638 million and GBP 492million, respectively (GBP 924 million and GBP 693 million, respectivelyin the corresponding quarter last year).Tata Daewoo - (figures as per Korean GAAP)Tata Daewoo Commercial Vehicles Co. Ltd. registered net revenuesof KRW 193 billion and recorded a Net profit of KRW 12 billion forthe quarter ended June 30, 2015, as compared to KRW 222 billionand KRW 4 billion, respectively, in the corresponding quarter lastyear.Tata Motors FinanceTata Motors Finance Ltd, the Company’s captive financing subsidiary,on a consolidated basis, registered net revenue from operations ofRs.890 crores and reported a Profit after tax of Rs.91 crores forthe quarter ended June 30, 2015.Company backgroundTata Motors Ltd is India’s largest automobile company, withconsolidated revenues of Rs.2,62,796 crs (USD 42.04 billion) in2014-15. It is the leader in commercial vehicles in each segment,and among the top in passenger vehicles with winning products inthe compact, midsize car and utility vehicle segments. Establishedin 1945, Tata Motors’ presence cuts across the length and breadthof India. Over 8 million Tata vehicles ply on Indian roads, since thefirst rolled out in 1954. The company’s manufacturing base in Indiais spread across Jamshedpur (Jharkhand), Pune (Maharashtra),Lucknow (Uttar Pradesh), Pantnagar (Uttarakhand), Sanand(Gujarat) and Dharwad (Karnataka). Following a strategic alliancewith Fiat in 2005, it has set up an industrial joint venture with Fiat

Group Automobiles at Ranjangaon (Maharashtra) to produce bothFiat and Tata cars and Fiat powertrains. The company’s dealership,sales, services and spare parts network comprises over 6,600touch points, across the world. Tata Motors, also listed in the NewYork Stock Exchange (September 2004), has emerged as aninternational automobile company. Through subsidiaries andassociate companies, Tata Motors has operations in the UK, SouthKorea, Thailand, South Africa and Indonesia. Among them is JaguarLand Rover, acquired in 2008. In 2004, it acquired the DaewooCommercial Vehicles Company, South Korea’s second largest truckmaker. The rechristened Tata Daewoo Commercial VehiclesCompany has launched several new products in the Korean market,while also exporting these products to several international markets.Today two-thirds of heavy commercial vehicle exports out of SouthKorea are from Tata Daewoo. In 2006, Tata Motors formed a 51:49joint venture with the Brazil-based, Marcopolo, a global leader inbody-building for buses and coaches to manufacture fully-builtbuses and coaches for India - the plant is located in Dharwad. In2006, Tata Motors entered into joint venture with Thonburi AutomotiveAssembly Plant Company of Thailand to manufacture and marketthe company’s pickup vehicles in Thailand, and entered the marketin 2008. Tata Motors (SA) (Proprietary) Ltd., Tata Motors’ joint venturewith Tata Africa Holding (Pty) Ltd. set up in 2011, has an assemblyplant in Rosslyn, north of Pretoria. The plant can assemble, semiknocked down (SKD) kits, light, medium and heavy commercialvehicles ranging from 4 tonnes to 50 tonnes. Tata Motors is alsoexpanding its international footprint, established through exportssince 1961. The company’s commercial and passenger vehiclesare already being marketed in several countries in Europe, Africa,the Middle East, South East Asia, South Asia, South America,Australia, CIS and Russia. It has franchisee/joint venture assemblyoperations in Bangladesh, Ukraine, and Senegal.

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Page 58: Kompella Stock Investment Adviser October 2015 Edition

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KOMPELLA PORTFOLIO INVESTMENT ADVICE58

OCTOBER, 2015

TAMILNADU NEWSPRINT & PAPERS : FINE START

Q1 Performance HighlightsDuring the quarter ended 30th June, 2015, TNPL has produced97152 Mts of Paper. The turnover during the quarter isRs.639.02 Crore against Rs.479.01 Crore in the previous year.Profit before Tax (PBT) is Rs.65.65 Crore against Rs.36.24Crore in the previous year. Rs.35.24 Crore has been providedfor depreciation and Rs.38.50 Crore for finance charges.Profit after Tax (PAT) is Rs.51.64 Crore against Rs.26.23 Crorein the previous year. Higher production, higher sales andsavings in manufacturing cost have enabled the company toachieve higher profit.Capacity additionTNPL is setting up a 2 Lakh MT capacity Double CoatedMultilayer Board Plant at a capital outlay of Rs.1500 Crore inMundipatti Village, Manaparai Taluk, Trichy District. The projectis expected to be completed by December 2015.Company backgroundTamil Nadu Newsprint and Papers Limited (TNPL) wasestablished by the Government of Tami Nadu during earlyeighties to produce Newsprint and Printing & Writing Paperusing bagasse, a sugarcane residue, as primary raw material.The Company commenced production in the year 1984 with ainitial capacity of 90,000 tonnes per annum (tpa). Over theyears, the production capacity has been increased to 2,45,000tpa and the Company has emerged as the largest bagassebased Paper Mill in the world consuming about one milliontonnes of bagasse every year. The Company completed aMill Expansion Plan during December 2010 to increase the millcapacity to 4,00,000 tpa. TNPL exports about 1/5th of itsproduction to more than 50 countries. Manufacturing of qualitypaper for the past two and half decades from bagasse is anindex of the company’s technological competence. A strongrecord in adopting minimum impact best process technology,responsible waste management, reduced pollution load andcommitment to corporate social responsibility makes thecompany one of the most environmentally compliant papermills in the world.

FH (in crs) 30.06.15 30.06.14 % CH 31.03.15 31.03.14 %CH(3M) (3 M) (12 M) (12 M)

Capital 69.21 69.21 - 69.21 69.21 -R&S 1132.26 1076.60 5.17 1132.26 1076.60 5.17Networth 1201.47 1145.81 4.86 1201.47 1145.81 4.86Return on Nw 4.30 2.29 87.77 13.88 14.07 -1.35B.V. (Rs.) 173.60 165.56 4.86 173.60 165.56 4.86F.V. 10.00 10.00 - 10.00 10.00 -T.I. 647.63 485.60 33.37 2135.73 2285.22 -6.54O.P. 101.23 67.03 51.02 368.42 314.17 17.27G.P. 100.89 74.27 35.84 367.43 395.00 -6.98Dep. 35.24 38.03 -7.34 137.30 192.32 -28.61PBT 65.65 36.24 81.15 230.13 202.68 13.54Tax 14.01 10.01 39.96 63.40 41.50 52.77PAT 51.64 26.23 96.87 166.73 161.18 3.44EPS (Rs.) 7.46 3.79 96.83 24.09 23.29 3.43DPS (Rs.) 6.00 6.00 -MP (Rs.) 180.85P/E Ratio 6.06PAT margin 7.97 5.40 47.59 7.81 7.05 10.78OP margin 15.63 13.80 13.26 17.25 13.75 25.45

Tamil Nadu Newsprint and Papers Ltd. has reported jump in profits for the firstquarter ended 30th June, 2015. For the quarter its Total Income has increased by 33% fromRs.486crs to Rs.648crs while the Operating Profit has jumped by 51% from Rs.67crs toRs.101crs and Net Profit by 97% from Rs.26crs to Rs.52crs. The EPS for the quarter isRs.7/-. During the quarter ended 30th June, 2015, it has produced 97152 Mts of Paper. Forthe year it has reported an Operating Profit of Rs.368crs and Net Profit of Rs.167crs on aTotal Income of Rs.2,136crs. The EPS for the year is Rs.24/-. The company has strongfundamentals. Its Paid-up Capital is small at Rs.69crs with a high Networth of Rs.1,201crs.Its Return on Networth is high at 14% for the year. Technically the scrip is moving aroundRs.180/- with a low P/E Ratio of 6 and high Book Value of Rs.174/-.

MR C V SANKAR, CMD

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Page 59: Kompella Stock Investment Adviser October 2015 Edition

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Page 60: Kompella Stock Investment Adviser October 2015 Edition

RNI Regd.No: 52868 / 87 DATE OF PUBLICATION : 1ST OCTOBER 2015

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DATE OF POSTING : 5TH & 6TH OCT. 2015 AT PATRIKA CHANNEL, SEC’BDPostal Regd. No.: HD/760/2015-17