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Price :

``45/-

I NVESTMENT A DVICE
Kompella Portfolio

Finolex Cables

ONGC

Suryalakshmi
Cotton

J&K Bank

City Union Bank

Indias No.1 Investment Magazine, Since 1987. Vol. XXVIII, No.9, SEPTEMBER 2015 ISSUE

THE POWER OF EQUITY


INVESTMENTS IN THE LONG RUN
INFOSYS - AN INVESTMENT OF RS.9,500/- IN 1993 IS VALUED AT RS.5.68 CRS TODAY

DR VISHAL SIKKA, CEO & MD

INFOSYS
For Free Sample Copy & Subscription visit :

www.investmentadvice.in

COVER STORY

INFOSYS - AN INVESTMENT OF RS.9,500/- IN 1993 IS VALUED AT RS.5.68 CRS TODAY


Infosys Ltd. has again issued 1:1 Bonus in 2015. It has created enormous

DR VISHAL SIKKA, CEO & MD

wealth to the investors during the last 22 years. An investment of Rs.9,500/- in IPO in
1993 is valued at Rs.5.68crs today. That is the power of equity investments in the long
run. Meanwhile, it has reported encouraging working results for the first quarter ended
30th June, 2015. For the quarter, the Total Income has increased by 12% from Rs.12,770crs
to Rs.14,354crs while the Operating Profit has increased by 7% from Rs.3,211crs to
Rs.3,447crs and Net Profit by 5% from Rs.2,886crs to Rs.3,030crs. The EPS for the
quarter is Rs.13/-. I am very pleased with our performance in the first quarter. Our
efforts in redesigning our clients experience and our widespread adoption of innovation, both in grassroots and breakthroughs, are starting to bear fruit in large deal wins
and in the growth of large clients, said Dr. Vishal Sikka, CEO and MD. While we are
still early in our journey to become the leading next-generation services company, this
gives us good momentum for the rest of the year. For the year, it has reported an
Operating Profit of Rs.13,832crs and Net Profit of Rs.12,329crs on a Total Income of
Rs.53,319crs. The EPS for the year is Rs.108/-. The company has strong fundamentals.
Its Paid-up Capital is small at Rs.1,144crs with a high Networth of Rs.55,335crs. Its
Return on Networth is 5% for the quarter and 23% for the year. Technically the scrip is
moving around Rs.1110/- with a P/E Ratio of 21 and Book Value of Rs.242/-.

Financial Highlights
Consolidated results for the quarter ended June 30, 2015
Revenues were Rs.14,354 crore for the quarter ended June
30, 2015
QoQ growth was 7.0%
YoY growth was 12.4%
Net profit was Rs.3,030 crore for the quarter ended June
30, 2015
QoQ decline was 2.1%
YoY growth was 5.0%
Liquid assets including cash and cash equivalents, availablefor-sale financial assets and government bonds were
Rs.30,235 crore as on June 30, 2015 as compared to
Rs.32,585 crore as on March 31, 2015
Other Q1 Highlights
Volume growth of 5.4%
6 large deals signed with TCV of $ 688 mn
Added 79 clients
Utilization (excluding trainees) expanded 160 bps to 80.2%
Quarterly annualized attrition at 14.2% compared to 23.4%
in Q1 15
Business Highlights
Infosys made significant client additions this quarter, including
six large deals, each greater than USD$50 million in total
contract value. It continues to focus on strengthening client
relationships and delivering new and innovative solutions.
Client wins
This quarter, it has signed a multi-year agreement with
Deutsche Bank encompassing bespoke development,
application maintenance services, digital and mobility services,
package implementation, and testing services. Infosys is now
a strategic partner under Deutsche Banks Supplier Partnership
Program.
Selected as a strategic partner by Allied Irish Banks, p.l.c.
(AIB), a financial services group operating predominantly in
the Republic of Ireland and the U.K. As part of this engagement,
Infosys will provide application development and management
services, along with transformation and innovation services.
It will also set up a 200-seat facility in Dublin to house the
staff who will be transferred from AIB.
Won a multi-year contract with ServiceFirst, an internal
shared service of the Australian State of New South Wales
organization. The total commercial value of the deal is US $76
million and will include BPO and SAP services.

KOMPELLA PORTFOLIO INVESTMENT ADVICE

IPO in 1993 at Rs.95/- for Rs.10/- share


(If an investor invests Rs.9,500/- for 100 shares in 1993 and holds them
till today, his holding will be 51,200 shares valued at Rs.5.68crs* as on
28.08.2015)
Year
1994
1997
1999
1999
2004
2006
2014
2015

Bonus Issue
1:1
1:1
1:1
Stock Split from Rs.10/- to Rs.5/3:1
1:1
1:1
1:1

Shares
200
400
800
1,600
6,400
12,800
25,600
51,200

*Note: Market Price of Rs.1111/- as on 28.08.2015


(Consolidated)
FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
1144.00
54191.00
55335.00
5.48
241.85
5.00
14354.00
3447.00
4205.00
1175.00
3030.00
13.24

30.06.14
(3 M)
286.00
47244.00
47530.00
6.07
830.94
5.00
12770.00
3211.00
4040.00
1154.00
2886.00
50.45

% CH
300.00
14.70
16.42
-9.72
-70.89
12.40
7.35
4.08
1.82
4.99
-73.76

1111.05
20.98
21.11
24.01

22.60
25.14

-6.59
-4.49

31.03.15
(12 M)
572.00
54191.00
54763.00
22.51
478.70
5.00
53319.00
13832.00
17258.00
4929.00
12329.00
107.77
59.50

31.03.14
(12 M)
286.00
47244.00
47530.00
22.40
830.94
5.00
50133.00
12041.00
14710.00
4062.00
10648.00
186.15
63.00

23.12
25.94

21.24
24.02

%CH
100.00
14.70
15.22
0.49
-42.39
6.36
14.87
17.32
21.34
15.79
-42.11
-

8.85
7.99

This quarter, it has completed the implementation of Infosys Smart


Oilfield Services Solution for SAP ERP at FTS International (FTSI), the
largest private well completion company in North America. This will enable
the company to achieve a significant milestone in its strategic business
transformation. Within 14 months, it has helped FTSI implement 15 SAP
modules across 20 locations for over 1,400 users, thus enabling the
company to improve operating metrics and to leverage an upgraded IT
platform for future growth.

SEPTEMBER, 2015

COVER STORY

NBTY Inc., a global manufacturer, marketer, distributor and retailer


of market-leading vitamins and nutritional supplements entered into
a multi-year partnership with Infosys. As part of this agreement, it
will provide development and support services for NBTYs IT
systems including enterprise-wide application development and
maintenance services.
A global luxury fashion retailer has chosen Infosys as its preferred
global IT partner. It will drive efficiencies and value by implementing
a global IT shared services model and a client offshore delivery
center to support all regions.
A global mining company engaged Infosys to streamline its finance
and procurement process outsourcing, as well as end-to-end IT
services management including service desk, infrastructure and
application management.
A leading office equipment major selected Infosys as its strategic
partner for application development and maintenance, testing and
product implementation.
Platforms
To date Infosys have had more than 127 client engagements where
the Infosys Information Platform has been used and have completed
16 pilot programs using this platform. Infosys is encouraged by the
traction it is seeing with Panaya post the acquisition, and have won
15 new deals across different industries through its joint offerings.
A European logistics company selected the Infosys Information
platform to deliver near real-time data-based tracking and reporting
of operational metrics and project business volumes for capacity
planning.
Infosys won a project from a global pharmaceutical company to
develop a predictive equipment maintenance process based on
equipment operating conditions and maintenance history information
using the capabilities of the Infosys Information Platform.
Another pharmaceutical company engaged Infosys to develop a
big data and analytics technology platform architecture. The client
also implemented the Infosys Information Platform to deliver on a
range of operational reporting in areas such as supply chain and
inventory management using data from source systems such as
SAP.
Products
This quarter, the shareholders authorized the transfer of business
of Finacle and Edge Services to EdgeVerve with effect from August
1, 2015 or such other date as may be decided by the Board, for a
consideration of upto Rs. 3,400 crore and upto Rs. 220 crore
respectively. EdgeVerve Systems is a wholly-owned subsidiary of
Infosys.
EdgeVerve
EdgeVerve saw a great beginning to the year with 14 wins and 4
client go-lives.
A large consumer health and medical devices company selected
ProcureEdge to power its source-to-settle transformation.
ProcureEdge will be implemented worldwide by the client to bring
transformation and savings across its buying organization. A large
European telecom company expanded its use of AssistEdge to
include over 5,000 operators in its call centres, enabling them to
simplify and automate business processes by integrating multiple
disparate systems; thereby reducing call handling time and
improving customer service. AssistEdge is also providing analyticsbased insights to help the client proactively allocate resources and
take preventive steps to manage issues.
Finacle
This quarter, Finacle sustained strong business momentum with 19
wins and 12 go-lives across the globe. Wins in the quarter included
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Corporation Bank and Indian Overseas Bank, both of which opted


for its industry leading core banking solution. Building on last
quarters success with Qantas Credit Union, Finacle also added
another client in Australia for digital transformation.
Finacle continued to expand its solutions suite with three new
offerings - Finacle Assure, Finacle Youth Banking solution and
Finacle SME Enable. Finacle also extended its partnership with
Microsoft Corp making its suite of solutions available on Microsoft
Azure cloud.
Acquisitions, Investments and Partnerships
This quarter, Infosys completed the acquisition of Kallidus Inc.
(d.b.a Skava) and its affiliate, a leading provider of digital experience
solutions, including mobile commerce and in-store shopping
experiences to large retail clients. The acquisition of Skava is part
of Infosys strategy to help clients bring new digital experiences to
their customers through IP-led technology offerings, new automation
tools and unparalleled skill and expertise in these new emerging
areas.
This quarter, the shareholders in the AGM have approved to enter
into a contract to acquire the healthcare business from Infosys
Public Services Inc. (IPS), a wholly-owned subsidiary of Infosys
for an estimated consideration of upto Rs. 625 crores with effect
from a day as may be decide by the Board of Directors
Encouraged by the traction seen with Panaya post the acquisition,
and have won 15 new deals through its joint offerings.
Joined the Industrial Internet Consortium (IIC), an open membership
group established to improve the integration between the physical
and the digital worlds and accelerate the adoption of Internet of
Things. It will focus on the development of future IIC testbeds with
key ecosystem partners, leveraging its expertise in predictive
analytics as applied to maintenance, operations, information,
service and energy. Its work on predictive analytics solutions for
asset efficiency will be anchored on open-source and open-access
ingredients for rapid innovation by the community.
Infosys continues to enhance its capabilities in Design Thinking
across the organization, and have trained more than 39,000
employees till date. It has also seen a positive response from clients
with whom it has various design thinking engagements.
Innovation Fund
This quarter, Infosys set aside US$10 million from its global Innovation
Fund for Ireland-based start-ups. Earlier this year, Infosys
announced the US$500 million Innovation Fund earmarked for
investments in the growth of disruptive new technologies.
Beyond Business
For this fiscal, Infosys has pledged Rs.270 crore towards Corporate
Social Responsibility (CSR) which is primarily being carried out
through the Infosys Foundation, its philanthropic arm.
During this quarter, the Infosys Foundation USA, announced a
partnership with Code.org to expand access to computer science
education for millions of students across the United States. The
program includes professional development for teachers, curriculum
development and social outreach programs. Infosys Foundation
USA has also committed its support to Code.orgs annual Hour of
Code initiative, a global grassroots campaign that has introduced
millions of students to computer science in over 180 countries.
Infosys became the first Indian company to join RE100, a global
platform for major companies committed to 100% renewable power.
As part of its commitment to RE100, Infosys aims to become carbon
neutral by 2018. The company is already working to reduce its per
capita electricity consumption by 50 per cent from its 2007- 2008
levels and source all its electricity from renewable resources by
2018.
J

SEPTEMBER, 2015

STOCK OF THE MONTH

AJANTA PHARMA : EXCELLENT GROWTH RATE


A

MR YOGESH AGRAWAL, MD

janta Pharma Ltd., an established pharmaceutical formulation company has


reported excellent working results for the first quarter ended 30th June, 2015. For the
quarter, the Total Income has increased by 22% from Rs.322crs to Rs.391crs while the
Operating Profit has increased by 33% from Rs.84crs to Rs.112crs and Net Profit by 41%
from Rs.60crs to Rs.84crs. The EPS for the quarter is Rs.9/-. For the year, the Total
Income has increased by 23% from Rs.1,208crs to Rs.1,481crs while the Operating
Profit has increased by 40% from Rs.325crs to Rs.454crs and Net Profit by 32% from
Rs.234crs to Rs.310crs. The EPS for the year is Rs.35/-. It has announced 300% Dividend for the year. Commenting on the results, Mr. Yogesh M. Agrawal, MD said We have
delivered another quarter of competitive growth and margin improvement ahead of the
market. Our strategy remains focused on strengthening the core of our business which
is refining the thrust on brand building, increasing the intensity on R&D and continuous
improvement of our executional capabilities. We intend to enhance our focus on R&D in
coming year to augment our capabilities which will be essential to deliver sustained
growth. The company has strong fundamentals. Its Paid-up Capital is small at Rs.18crs
with a high Networth of Rs.841crs. Its Return on Networth is high at 10% for the quarter
and 37% for the year. Technically the scrip is moving around Rs.1430/- with a P/E Ratio
of 38 and Book Value of Rs.95/-.

Key financial & performance highlights - Consolidated


Revenue from operations grew 77% at Rs. 391 cr. against
Rs. 322 cr.
EBITDA growth of 26% at Rs. 123 cr. against Rs. 97 cr.,
EBITDA at 31% of revenue.
Profit before tax grew 35% at Rs. 118 cr. against Rs. 87 cr.
Profit after tax grew 41% at Rs. 84 cr. against Rs. 60 cr., PAT
at 21% of revenue.
Key financial & performance highlights - Standalone
Revenue from operations grew 18% at Rs. 341 cr. against
Rs. 287 cr.
EBITDA growth of 22% at Rs. 110 cr. against Rs. 90 cr.,
EBITDA at 32% of revenue.
Profit before tax grew 33% at Rs. 113 cr. against Rs. 85 cr.
Profit after tax grew 38% at Rs. 81 cr, against Rs. 59 cr., PAT
at 24% of revenue.
lndia
For Q1 FY2016, overall lndia business was Rs. 144 cr., up
21% over Q1 FY2015. Out of this, lndian Branded business
was Rs. 128 cr. posting healthy growth of 18% as against
the industry growth of 14%. Institution sales was Rs. 16 cr.,
posting growth of 58% over previous year quarter. During
the quarter, 7 new products were launched, out-of-which 2
were first to market.
Emerging Markets
Emerging markets consolidated business grew 22% during
Q1 FY2016 with sale of Rs. 239 cr., Africa contributed Rs.
147 cr., grew 29%, Asia contributed Rs. 89 cr., grew 13%
and Latin America contributed Rs. 3 cr., a de-growth of 20%.
During the quarter, company launched 9 new products in
emerging markets.
Ajanta continues to strengthen its brand presence in various
emerging markets it operates in. It has a pipeline of 1,600+
products under registration paving the way for sustained
growth in these markets.
Regulated Markets
Ajanta has recently received 3 more ANDA approvals apart
from 2 approvals it had, taking the total approved basket to 5.
1. Montelukast Tablets, 10mg
2. Montelukast sodium chewable tablets, 4mg & 5mg and
3. Montelukast oral granules
Montelukast Sodium Tablets, 10 mg is indicated for treatment
of prophylaxis and chronic treatment of asthma and to retrieve
KOMPELLA PORTFOLIO INVESTMENT ADVICE

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
17.69
823.41
841.10
9.97
95.09
2.00
391.35
112.25
127.97
10.31
117.66
33.82
83.84
9.48

30.06.14
(3 M)
17.68
575.64
593.32
10.06
67.12
2.00
321.74
84.37
99.86
12.55
87.31
27.65
59.66
6.75

% CH

1429.10
37.69
21.42
28.68

18.54
26.22

15.53
9.38

0.06
43.04
41.76
-0.89
41.67
21.64
33.04
28.15
-17.85
34.76
22.31
40.53
40.44

31.03.15
(12 M)
17.68
823.41
841.09
36.84
95.15
2.00
1480.56
453.59
507.65
51.64
456.01
146.15
309.86
35.05
6.00

31.03.14
(12 M)
17.67
575.64
593.31
39.42
67.15
2.00
1208.34
324.87
373.73
43.88
329.85
95.97
233.88
26.47
4.00

20.93
30.64

19.36
26.89

%CH
0.06
43.04
41.76
-6.54
41.70
22.53
39.62
35.83
17.68
38.25
52.29
32.49
32.41
-

8.11
13.95

symptoms of seasonal and perennial allergic rhinitis in patients two years


of age and older.
Montelukast 4mg chewable tablets are suitable for 2 to 5 year old patients
while Montelukast 5mg chewable tablets are available for patients from 6
to 14 years of age.
Montelukast oral granules are specially appropriate for patients of 12
months of age and older.
For the 12 months ending June 2015, Montelukast Tablets, Chewable
Tablets and Granules had sales of approximately $237 million, $87 million
and $31 million respectively, according to IMS Health*. Ajanta intends to
launch these products shortly.
The Company continues to gain market share for its maiden product
launched in the US market & propose to launch other 4 products before
the end of this financial year. In Q1 FY2016, sale for one single product
was Rs. 3 cr. It has a basket of 25 ANDAs, out of which 20 are awaiting
approval from US FDA.
R&D
In order to meet the identified strategic goals of the company it is enhancing
the R&D capabilities and capacities. During last 12 months, the head
count has gone up from approx. 400 to 500 which is further expected to
be ramped up during the year. As a resutt of strategically increased
focus on R&D, expenses have gone up from Rs. 11 cr. in Q1 FY2015 to
Rs. 18 cr. for Q1 FY2016 which is 5% of net sales.
J

SEPTEMBER, 2015

STOCK OF THE MONTH

FINOLEX CABLES : DIVERSIFYING PRODUCT PORTFOLIO


Finolex Cables Ltd. has reported encouraging working results for the first
quarter ended 30th June, 2015. For the quarter, the Total Income has increased by 3%
from Rs.572crs to Rs.588crs while the Operating Profit has increased by 42% from
Rs.42crs to Rs.60crs and Net Profit by 38% from Rs.35crs to Rs.48crs. The EPS for the
quarter is Rs.3/-. For the year, it has reported an Operating Profit of Rs.195crs and Net
Profit of Rs.199crs on a Total Income of Rs.2,449crs. The EPS for the year is Rs.13/-.
The company has strong fundamentals. Its Paid-up Capital is small at Rs.31crs with a
high Networth of Rs.1,265crs. Its Return on Networth is at 16% for the year. Technically
the scrip is moving around Rs.245/- with a P/E Ratio of 19 and Book Value of Rs.83/-.
Q1 Highlights
Net sales for the quarter ended June 30, 2015 were Rs.5849.1
million as against Rs.5673.1 million for the corresponding
period in the year 2014-15. In value terms Net Sales in the
current quarter shows an increase of 3% compared to the
corresponding period of the previous year. In volume terms,
Electrical Cables grew 5% in the quarter, while Communication
Cables was more than 20%.
Profit for the quarter before taxes, increased to Rs.653.4
million from Rs.463.9 million in the previous year.
The company announced that its low voltage MCB plant has
been commissioned and products submitted for BIS
certification. The switchgear products are expected to be
launched shortly, once the certification process is completed.
At the meeting the Board of Directors approved the
Companys plans to enter the Fan business. It was announced
that the Company would set up a new facility during the year,
with a capacity to manufacture approximately 2,00,000 fans
per month.
Simultaneously, the Company also announced that an
additional investment in production facilities at Urse to expand
its cable range.
Both the investments would be from internal accruals, and
would require about Rs.125crs.
Company background
Finolex operates in two main segments - Electrical Cables
and Communication Cables. To support its requirement of
Copper Rods for both types of cables, the Company manufactures Continuous Cast Copper Rods (CCC rods), at its
Rod Plant at Goa. A small part of this production of CCC rods
is, however, sold to third party customers.
The Companys foray into the Lamps and Electrical Switches

MR DEEPAK K CHHABRIA, CHAIRMAN


FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
30.59
1234.22
1264.81
3.80
82.69
2.00
588.29
59.89
78.45
13.11
65.34
17.32
48.02
3.14

30.06.14
(3 M)
30.59
1072.78
1103.37
3.14
72.14
2.00
572.01
42.12
60.28
13.89
46.39
11.71
34.68
2.27

% CH

242.50
19.31
8.16
10.18

6.06
7.36

34.65
38.32

15.05
14.63
21.02
14.62
2.85
42.19
30.14
-5.62
40.85
47.91
38.47
38.33

31.03.15
(12 M)
30.59
1234.22
1264.81
15.71
82.69
2.00
2449.09
195.07
327.12
63.97
263.15
64.48
198.66
12.99
1.80

31.03.14
(12 M)
30.59
1072.78
1103.37
18.82
72.14
2.00
2359.04
198.68
292.44
48.43
244.01
36.33
207.68
13.58

8.11
7.96

8.80
8.42

%CH
15.05
14.63
-16.52
14.62
3.82
-1.82
11.86
32.09
7.84
77.48
-4.34
-4.34

-7.84
-5.46

businesses is still in its early years and account for less than 5% of the
Companys turnover.

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

STOCK OF THE MONTH

GUJARAT FLUOROCHEMICALS : JUMP IN PROFITS


Gujarat Fluorochemicals Ltd. has reported jump in Total Income & profits for the first quarter ended 30

June,
2015. For the quarter, the Total Income has jumped by 59% from Rs.891crs to Rs.1,413crs while the Operating Profit has
jumped from Rs.113crs to Rs.193crs and Net Profit from Rs.44crs to Rs.74crs. The EPS for the quarter is Rs.7/-. For the
year, it has reported an Operating Profit of Rs.750crs and Net Profit of Rs.585crs on a Total Income of Rs.5,341crs. The
EPS for the year is Rs.53/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.11crs with a high
Networth of Rs.4,180crs. Return on Networth was at 14% for the year. Technically the scrip is moving around Rs.670/- with
a P/E Ratio of 25 and Book Value of Rs.380/-.
Q1 Performance Highlights
EBITDA at Rs.2696.6mn for Q1FY16 vs Rs.1733.7mn for
Q1FY15
EBITDA margin at 19.1%
Wind Turbine Manufacturing business adds 45% to
Consolidated Revenues followed by Chemicals business 25%,
Film Exhibition business 24.7%, Wind Farming business 3.2%
Wind Turbine Manufacturing business contributes 68.4% to
Consolidated Net Profit followed by Chemicals Business
36.7%, Film Exhibition Business 34.2%, Wind Farming
business 0.9%
Business Strategy and Outlook
Major capex for expansion of PTFE capacity to 16,200 MT
and corresponding increases in capacities across the entire
value chain already incurred
Ongoing capex going forward expected to be minimal to
the tune of Rs.1000-1500 mn per year, for debottlenecking,
adding higher value added products, waste recovery and
other cost optimization schemes
Higher Asset Turnover with Improved capacity utilization
Significant improvement in capacity utilization, from present
60% to 100% over next 2-3 years, expected due to
investments made in marketing efforts
Subsidiaries with dedicated marketing staff operational in all
major markets like US and Europe
Company has passed the stringent customer evaluation and
product acceptance process of major customers over the
past 2-3 years
Improvement in margins
Improved capacity utilization will result in higher margins due
to economies of scale and operating leverage
Increased contribution due to churning of product mix in
favour of higher value added grades of PTFE
Introduction of new value added products in the companys
product basket will further improve margin profile
Focus on waste recovery and other cost optimization
schemes to bring down costs across the value chain
Focus on Fluoro Specialty Chemicals
Focus on HF and TFE based fluoro specialty chemicals to
cater to the pharma and agro chemical industries
Partnerships with several MNCs in these segments who
need access to fluoro specialty expertise and capabilities
Surplus TFE capacity from recent debottlenecking to add
significant value to the fluoro specialty business
Company background
Gujarat Fluorochemicals Limited (GFL) is a part of the $2
billion INOX Group of Companies. INOX Group is a family
owned, professionally managed business group, with market
leadership in diverse businesses including Industrial Gases,
Refrigerants, Chemicals, Cryogenic Engineering, Renewable
Energy and Entertainment. The INOX Group employs more
than 8000 people at more than 100 business units across the
country, and has a distribution network that is spread across

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
10.99
4168.58
4179.57
1.77
380.31
1.00
1412.76
193.06
227.24
76.60
150.64
45.70
73.82
6.72

30.06.14
(3 M)
10.99
3230.31
3241.30
1.36
294.93
1.00
890.71
112.64
133.17
60.73
72.44
20.89
44.15
4.02

% CH
29.05
28.95
30.15
28.95
58.61
71.40
70.64
26.13
107.95
118.76
67.20
67.16

667.75
24.84
5.23
13.67

4.96
12.65

5.44
8.06

31.03.15
(12 M)
10.99
4168.58
4179.57
14.00
380.31
1.00
5340.81
750.26
1110.38
284.75
825.63
158.53
585.24
53.25
3.50

31.03.14
(12 M)
10.99
3230.31
3241.30
5.74
294.93
1.00
3451.54
397.71
464.64
200.44
264.20
37.64
186.10
16.93

10.96
14.05

5.39
11.52

th

%CH
29.05
28.95
143.90
28.95
54.74
88.64
138.98
42.06
212.50
321.17
214.48
214.53

103.34
21.96

more than 50 countries around the globe. Each INOX Group company is
characterized by three distinct characteristics - early identification of a
winning business idea, building it to a size of market leadership in that
segment, and attaining profit leadership position through cutting-edge
efficiency in operations. GFL which historically has been a refrigerant
producer crossed a major milestone in 2007 when it has forward integrated
into PTFE by commissioning one of the worlds most integrated and cost
competitive PTFE manufacturing facility at Dahej in Gujarat. This facility
currently has a capacity of 16,200 metric tonnes, which makes it by far
the largest in India and amongst the largest in the world. In addition to this
forward integration it has also backward integrated into Chloromethanes
and Caustic Soda and Chlorine.

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

STOCK OF THE MONTH

SURYALAKSHMI COTTON : NEW PLANT MAY COMMENCE OPERATIONS IN SEPT.


S

uryalakshmi Cotton Mills Ltd., Indias third largest


Denim fabric producer has reported encouraging working results
for the first quarter ended 30th June, 2015. For the quarter, the
Total Income has increased by 3% from Rs.182crs to Rs.187crs
while the Operating Profit has increased by 14% from Rs.17crs
to Rs.19crs and Net Profit by 17% from Rs.6crs to Rs.7crs. The
EPS for the quarter is Rs.4/-. For the year, it has reported an
Operating Profit of Rs.51crs and Net Profit of Rs.12crs on a Total
Income of Rs.713crs. The EPS for the year is Rs.7/-. The company has strong fundamentals. Its Paid-up Capital is small at
Rs.17crs with a high Networth of Rs.236crs. Technically the scrip
is moving around Rs.100/- with a low P/E Ratio of 6 and high B V
of Rs.142/-.
FH (in crs)

MR L N AGARWAL, CHAIRMAN
Suryalakshmi Cottons Revenues for the quarter ended
June 30th, 2015 increased by 3% and stood at Rs. 187
crores as compared to Rs. 182 crores during the same
period of the previous financial year. Net profit for this
quarter stood at Rs. 6.93 crores, up by 17% from Rs.
5.94 crores from the year ago period. The company
reported an EPS of Rs. 4.16 for the quarter as compared
to Rs. 4.09 in the corresponding quarter.
Commenting on the results, Mr. Paritosh Agarwal, MD
said, The business environment in the country and world
has turned generally positive for Indian textiles, and we
are aggressively executing our growth strategies in
Premium markets. The results of our efforts are reflected
in the export revenues increasing two fold in the 1st Qtr.
Our emphasis has been on providing better solutions to
International and Indian Fast Fashion chains in terms of
Denim fabric and Denim Garments. Our association with
these chains has offered us improved order visibility and
enhanced margins through Organic growth.
The company is also focusing on development of new
and high value added denim fabric, which command
higher realisations in the market and also face significant
less competitive environment. To realise this immense
potential, the company has put up a state-of-the-art new
plant in the cotton rich belt of Maharashtra at Amravati.
The new unit shall manufacture value-added fancy yarns
such as Ring, Lycra, Slub and Compact. The high grade
yarns manufactured in this plant are to be consumed in
the companys captive denim unit at Nagpur, Maharashtra.
In addition the Amravati unit will draw power from the
companys existing 25 MW captive power plant thereby
substantially reducing cost of power. The new plant is on
schedule to commence production by end of September,
2015 and shall contribute to companys financials in the
second half of 2015-16.
Company background
Suryalaksmi Cotton Mills is today among the countrys leading
Original Denim Manufacturers (ODM). It manufactures Cotton,
Polyster and Blended Yarns in its Spinning Division at
Amanagallu in Mahabubnagar District, Telangana, Denim Fabric
at its Denim Division at Village Nagardhan, near Ramtek,
Maharashtra and Garments at its Garment Division in
Thummaluru, near Hyderabad. The Company also has a
Captive Power Plant at Ramtek, Maharashtra.

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
16.67
219.49
236.16
2.93
141.67
10.00
187.14
19.19
17.71
7.11
10.60
3.67
6.93
4.16

30.06.14
(3 M)
14.52
199.91
214.43
2.77
147.68
10.00
181.74
16.82
16.01
7.86
8.15
2.21
5.94
4.09

% CH

101.25
6.08
3.70
10.25

3.27
9.25

13.15
10.81

14.81
9.79
10.13
5.78
-4.07
2.97
14.09
10.62
-9.54
30.06
66.06
16.67
1.71

31.03.15
(12 M)
16.67
219.49
236.16
5.15
141.67
10.00
713.26
51.02
50.11
31.80
18.31
6.14
12.17
7.30
1.20

31.03.14
(12 M)
14.52
199.91
214.43
5.46
147.68
10.00
712.01
47.81
48.99
32.09
16.90
5.18
11.71
8.06

1.71
7.15

1.64
6.71

%CH
14.81
9.79
10.13
-5.68
-4.07
0.18
6.71
2.29
-0.90
8.34
18.53
3.93
-9.43

4.27
6.56

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J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

ENERGY STOCKS

WITHOUT SUBSIDY, ONGCS PERFORMANCE MAY IMPROVE

oil and Natural Gas Corporation Ltd. has reported encouraging working results

MR DINESH K SARRAF, CMD


FH (in crs)

30.06.15 30.06.14
(3M)
(3 M)
Capital
4277.76
4277.76
R&S
139345.09 131353.37
Networth
143622.85 135631.13
Return on Nw
3.80
3.53
B.V. (Rs.)
167.87
158.53
F.V.
5.00
5.00
T.I.
22825.25 21851.27
O.P.
7547.80
6301.96
G.P.
11385.89
9759.32
Dep.
3034.96
2562.31
PBT
8350.93
7197.01
Tax
2891.03
2415.22
PAT
5459.90
4781.79
EPS (Rs.)
6.38
5.59
DPS (Rs.)
MP (Rs.)
243.65
P/E Ratio
9.55
PAT margin
23.92
21.88
OP margin
33.07
28.84

for the first quarter ended 30th June, 2015. For the quarter, the Total Income has increased by 4% from Rs.21,851crs to Rs.22,825crs while the Operating Profit has increased by 20% from Rs.6,302crs to Rs.7,548crs and Net Profit by 14% from Rs.4,782crs
to Rs.5,460crs. The EPS for the quarter is Rs.6/-. It has notified 4 hydrocarbon discoveries during this quarter (1 new Prospect and 3 new Pools). Also, the Board has approved
investment 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 NELP Block
KG-DWN-98/2 to Directorate General of Hydrocarbon (DGH). For the year, ONGC has
reported an Operating Profit of Rs.21,191crs and Net Profit of Rs.17,733crs on a Total
Income of Rs.82,871crs. The EPS for the year is Rs.21/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.4,278crs with a high Networth of Rs.1,43,623crs.
Technically the scrip is moving around Rs.245/- with a low P/E Ratio of 10 and Book Value
of Rs.168/-.
% CH
6.08
5.89
7.65
5.89
4.46
19.77
16.67
18.45
16.03
19.70
14.18
14.13

9.32
14.67

31.03.15
(12 M)
4277.76
139345.09
143622.85
12.35
167.87
5.00
82870.96
21190.80
38006.37
11451.14
26555.23
8822.28
17732.95
20.73
9.50

21.40
25.57

Performance Highlights: Q1 FY16


ONGC has notified 4 hydrocarbon discoveries during
this quarter (1 new Prospect and 3 new Pools).
Gross Revenue Rs. 22,868 Crore (against Rs. 21,917
Crore in Q1-FY15)
Net Profit Rs. 5,460 Crore (against Rs. 4,782 Crore
in Q1-FY15)
The Board has approved investment of Rs. 2,818.88
Crore to produce incremental Oil and Gas from Neelam
Field.
The Board also approved submission of draft field
development plan (FDP) for the NELP Block KG-DWN98/2 to Directorate General of Hydrocarbon (DGH).
New Discoveries during the Quarter
ONGC has notified 4 discoveries in Q1 FY16:
Well Gojalia#14, within Gojalia PML in South Tripura
District. This new pool discovery is within established
Gojalia field and is likely to augment the existing
production potential. The well is situated about 5 km
east of Belonia town in South Tripura district of Tripura
state. Exploratory well Gojalia # 14 in Gojalia PML,
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Arakan Fold Belt Basin in the state of Tripura was drilled to a depth of 2501m. On
conventional testing, the interval 1631-1627m in Upper Bhuvan formation
produced gas @ 86900 m3/day through 8 mm bean.
One New Prospect Discovery at Komarada# 3, Tatipaka-Pasarlapudi PML, KG
Onland Basin, Andhra Pradesh has also been notified. Exploratory well Komarada#
3 in Tatipaka-Pasarlapudi PML of KG Onland Basin, Andhra Pradesh was drilled
to a depth of 3,155m. On conventional testing, the interval 3,040.53,043.5m, in
Vadaparu 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 Pasarlapudi
field and will augment gas & oil production immediately. The discovery well is
situated 18 km east of Razol town in East Godavari District.
Earlier two New pool Discoveries at, KG-DWN-98/2-M-4(AD) Oil & Gas
Discovery in NELP-I Block KG-DWN-98/2 and KG-OSN-2004/1 Gas discovery in
NELP VI block in KG Offshore have been notified.
Other Highlights
The Board has also approved investment decision for Rs. 2818.88 Crore for
further exploitation of Oil and Gas from its scheme of Neelam Redevelopment
Plan in Western Offshore. The project comprises of drilling 14 new wells and 13
sidetrack 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 facilities
under the project are scheduled to be installed by August 2018 and the overall
project completion is scheduled for March 2023. The implementation of the project
will lead to incremental gain of 2.76 MMT crude oil and 4.786 BCM gas by 203435.
ONGCs LNG based C2-C3 plant at Dahej, Gujarat, the first in world commenced
operation on May 31, 2015. Commercial production of Ethane (C2), Propane (C3)
and Butane (C4) started on 17th July 2015. The Plant is expected to produce
600-700 KT of VAP in FY2015-16 with Commingled LNG feed from Petronet LNG
Limited (PLL).
Sakhalin-1: Worlds Longest (13,500 meter, MD) well put on production. The
O#14 well with measured depth of 13,500 m, the longest well in the world, drilled
from offshore platform Orlan, in Chayvo field under Sakhalin-1 project, in Russia
was put on production on May4, 2015. The well producing around 20,000
barrels per day (bpd) helped Sakhalin-1 project to attain peak production of
199,000 bpd on May 5, 2015. ONGC Videsh has 20% participating interest in the
Project along with other partners Exxon 30% (Operator), SODECO (30%) and
Rosneft (20%).
J

SEPTEMBER, 2015

ENERGY STOCKS

HPCL : JUMP IN PROFITS


Hindustan Petroleum Corporation Ltd. has reported jump in profits for
the first quarter ended 30th June, 2015. For the quarter, the Total Income has decreased by 13% from Rs.59,237crs to Rs.51,803crs while the Operating Profit has
jumped from Rs.0.18crs to Rs.2,312crs and Net Profit from Rs.46crs to Rs.1,588crs.
The EPS for the quarter is Rs.47/-. For the year, it has reported an Operating Profit
of Rs.3,692crs and Net Profit of Rs.2,733crs on a Total Income of Rs.2,06,626crs.
The EPS for the year is Rs.81/-. The company has strong fundamentals. Its Paidup Capital is small at Rs.339crs with a high Networth of Rs.16,022crs. Technically
the scrip is moving around Rs.830/- with a low P/E Ratio of 4 and Book Value of
Rs.473/-.
FH (in crs)

MS. NISHI VASUDEVA, CMD


HPCL has registered gross sales of Rs.54,802 crores for the
period April - June, 2015. The domestic sales of petroleum
products have increased to 8.46 million tonnes registering a
growth of 5% over the first quarter of previous year, as
against the industry average growth of 2.7%. The sales of
Motor Spirit (Petrol) increased by 12.9%, Aviation turbine fuel
by 20.1% and that of Lubes by 58.6%, over the first quarter
of previous year.
The refineries at Mumbai and Visakh processed 3.75 million
tonnes of crude during April - June, 2015 as against 3.28
million tonnes during April - June, 2014. The combined GRM
during the quarter increased to $ 8.56 per barrel as compared
to $ 2.04 per barrel in the corresponding previous period
largely on account of improved cracks and inventory gains
On the financial front, the profit after tax for the period AprilJune, 2015 was Rs.1,588 crores as against a profit of Rs. 46
crores for April-June, 2014. The increase in profit is primarily
because of higher refining margins, inventory gains as also
increase refining thruput and domestic market sales, as
compared to the corresponding quarter of last year.
During this period, HPCL commissioned a new state-of-theart LPG Plant at Yediyur, Tumkur District, Karnataka. This
plant has the worlds largest LPG filling system, with a 72
point Flexspeed carousel with a production capacity of 4200
cylinders / hour. This is also the first SIL certified LPG Plant in
India.
Three new product pipelines are currently under
implementation - i) Rewari - Kanpur ii) Uran Chakan/ Shikrapur
for LPG and iii) Mangalore - Hassan Mysore - Solur for LPG.
The physical progress achieved in all these pipelines as of
June, 2015, are as per the targeted schedule.
In alignment with the Swachh Bharat Abhiyan, HPCL has
taken various initiatives in the areas of providing toilets in
Government schools & public places, engaging workforce
and stakeholders in various cleanliness drives and
educational programs. As of date HPCL has achieved its
targets fully for the construction of toilets in Government
schools in the states of Bihar, Orissa, Chhattisgarh, Andhra
Pradesh and Assam under Swachh Vidyalaya Abhiyan.

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
338.63
15683.08
16021.71
9.91
473.13
10.00
51803.26
2312.25
3171.20
750.78
2420.42
832.38
1588.04
46.90
829.10
4.42
3.07
4.46

30.06.14
(3 M)
338.63
14673.15
15011.78
0.31
443.31
10.00
59237.48
0.18
658.18
589.66
68.52
22.48
46.04
1.36

% CH
6.88
6.73
3096.77
6.73
-12.55
381.81
27.32
3432.43
3602.76
3349.26
3348.53

0.08 3737.50
-

31.03.15 31.03.14
(12 M)
(12 M)
338.63
338.63
15683.08 14673.15
16021.71 15011.78
17.06
11.55
473.13
443.31
10.00
10.00
206626.19 223351.53
3692.30
2970.16
6125.27
4803.95
1971.15
2188.44
4154.12
2615.51
1420.86
881.74
2733.26
1733.77
80.72
51.20
24.50

1.32
1.79

0.78
1.33

%CH
6.88
6.73
47.71
6.73
-7.49
24.31
27.50
-9.93
58.83
61.14
57.65
57.66

69.23
34.59

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1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
950
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
900
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
850
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
800
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
750
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
700
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
650
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
600
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
550
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
M
J
J
A
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
1234567890123456789012345678901212345678901234567
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

10

SEPTEMBER, 2015

INVESTMENT SCRIPS

INVESTMENT SCRIPS:
The following fundamentally strong scrips may be considered for
long term investment at a sharp fall in a technically weak market.

1. BPCL

3. ONGC

2. HPCL

4. TATA GLOBAL BEVERAGES

INDIAN OIL CORPORATION : MOVING IN A NARROW RANGE

123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
460
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
440
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
420
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
400
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
380
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
360
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
340
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
320
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
M
J
J
A
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
KOMPELLA PORTFOLIO INVESTMENT ADVICE

11

SEPTEMBER, 2015

CONTENTS

CONTENTS
THE POWER OF EQUITY INVESTMENTS
IN THE LONG RUN

Infosys Ltd. has again issued 1:1 Bonus in 2015. It has created enormous wealth to the investors during the last
22 years. An investment of Rs.9,500/- in IPO in 1993 is valued at Rs.5.68crs today. That is the power of equity investments
in the long run. Many stocks such as Amara Raja Batteries, Apollo Tyres, Asian Paints, Aurobindo Pharma, Axis Bank, Bajaj
Auto, Bajaj Finance, Bosch, Cadila Healthcare, Ceat, Cipla, Divis Labs, Dr.Reddys Labs, Glaxo. Consumer, Godrej
Consumer, HCL Technologies, HDFC, HDFC Bank, Hero Motocorp, HUL, Indusind Bank, ITC, L&T, LMW, Lupin, Maruti,
MRF, Sun Pharma, Sundaram Finance, Suven Life, TCS, Wipro, Yes Bank have rewarded the investors immensely after
their public issue. Technically weak market is the best time to pick up fundamentally strong stocks.
COVER STORY
INFOSYS

3-4
3-4

STOCKS OF THE MONTH


AJANTA PHARMA
FINOLEX CABLES
GUJARAT FLUOROCHEMICALS
SURYALAKSHMI COTTON

5-8
5
6
7
8

ENERGY STOCKS
ONGC
HPCL
CPCL
MRPL

9-10 & 51-52


9
10
51
52

INVESTMENT SCRIPS
BPCL
HPCL
INDIAN OIL CORPORATION
ONGC
TATA GLOBAL BEVERAGES

11
11
11
11
11
11

EDITORIAL

13

BANKING
CANARA BANK
CITY UNION BANK

53-58
53-54
55

J&K BANK
VIJAYA BANK

FOR COVERAGE
To cover your Company/ Bank in our Magazine, please mail a copy
of your Annual Report, Results, Press Release, Investor Presentation
along with a latest Photo (jpeg format) etc.
To

The Editor

FOR ADVERTISEMENTS
For any query regarding advertisements, please contact

JUNE QUARTER PERFORMANCE

14-17

STOCK VALUATIONS

19-22

The Ad Incharge

MARCH QUARTER
PERFORMANCE

23-27

KOMPELLA PORTFOLIO

FUNDAMENTALS
READY REFERENCE

28-29 & 32-38

FY15 PERFORMANCE

39-43

NINE MONTHS PERFORMANCE

45-48

TECHNICAL ANALYSIS
BPCL
HPCL

49
49
49

INDEX
BSE SENSEX
NSE NIFTY

50
50
50

57
58

INVESTMENT ADVICE
REGD. OFFICE: PLOT NO. A-31,
KOMPELLA HOUSE, JOURNALIST COLONY,
JUBILEE HILLS, HYDERABAD - 500 033.
PH: 23547687/23547758
e-mail: kompella@investmentadvice.in
kompellafinance@investmentadvice.in

www.investmentadvice.in

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

12

EDITORIAL

KOMPELLA PORTFOLIO

INVESTMENT ADVICE

CORRECTION - DUE TO INTERNAL &


EXTERNAL FACTORS

(SINCE 1987) VOL. XXVIII NO.9, SEPTEMBER, 2015.

www.investmentadvice.in
OWNERS:
KOMPELLA FINANCE & INVESTMENT
CONSULTANTS LIMITED
(Established in 1986 )

Managing Director & Editor

K. V. Satyanarayana
Wholetime Director

Mrs. K. Radha Kumari


Cover Price : `45
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Ph. No. 23547687/23547758
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Either the owner or the publisher or the Editor does
not take any financial responsibility for any loss due
to
buy/hold/sell/book
profit/apply
etc.,
recommendations. Investors are advised to use their
own discretion while taking market decisions.

Jurisdiction : HYDERABAD
Printed and Published by Mr. K.V.Satyanarayana on
behalf of KOMPELLA FINANCE & INVESTMENT

CONSULTANTS LTD. Printed at Sri Vani Press,


Hyderabad, and Published from Plot No.A-31, Journalist
Colony, Jubilee Hills, Hyderabad-500 033.

BSE Sensex at 26,283.09 on 31.08.2015


NSE Nifty at 7,971.30 on 31.08.2015

he BSE Sensex has decreased from 27,563.43 on 29.07.2015


to 26,283.09 on 31.08.2015 -i.e., a loss of 4.65% in one month. The NSE
Nifty has decreased from 8,375.05 on 29.07.2015 to 7,971.30 on
31.08.2015 -i.e., a loss of 4.82% in one month. The market is under
correction due to internal and external factors. The Sensex has already
corrected from the peak of 30,000 mark to around 26,000. The Nifty has
also corrected similarly. Internally, the South-West Monsoon has
disappointed. The agriculture growth rate target may be difficult to achieve.
The manufacturing sector is also sluggish. The Indian economy at this
stage badly needs interest rate cut to withstand global competition.
Externally, the export sector is the most challenging one - inspite of lower
Crude Oil & commodity prices globally. The fall in oil prices has badly
affected the oil & gas producers. As a result, their demand for
commodities has fallen. Chinas economy and its currency have badly
affected. Inturn, commodity prices are falling globally. On the whole, the
global economy is suffering from excess supply of Oil, Gas &
Commodities. So, their prices are falling. Falling oil & gas prices will
help the Indian economy through lower Import bill. However, our Export
Sector is suffering. Our currency is depreciating. The Govt. & RBI must
take immediate steps to improve our exports, reduce our imports,
encourage domestic output, stabilise our currency and inturn to improve
our GDP growth rate.

CORRECTION IS AN OPPORTUNITY TO
ACCUMULATE BLUECHIPS

n a falling market, fundamentally strong scrips may also fall


slowly. It is worth watching the fundamentally strong scrips like BPCL,
Dabur, Dr.Reddys Labs, Federal Bank, HCL Technologies, HDFC, HDFC
Bank, HPCL, HUL, ICICI Bank, Indian Oil Coporation, Indusind Bank,
Infosys, ITC, L&T, Lupin, Maruti, ONGC, Reliance Industries, Sun Pharma,
Tata Global Beverages, Tata Motors, TCS, Yes Bank etc.

THE POWER OF EQUITY INVESTMENTS


IN THE LONG RUN

Infosys Ltd. has again issued 1:1 Bonus in 2015. It has created
enormous wealth to the investors during the last 22 years. An investment
of Rs.9,500/- in IPO in 1993 is valued at Rs.5.68crs today. That is the
power of equity investments in the long run. Many stocks such as Amara
Raja Batteries, Apollo Tyres, Asian Paints, Aurobindo Pharma, Axis Bank,
Bajaj Auto, Bajaj Finance, Bosch, Cadila Healthcare, Ceat, Cipla, Divis
Labs, Dr.Reddys Labs, Glaxo. Consumer, Godrej Consumer, HCL
Technologies, HDFC, HDFC Bank, Hero Motocorp, HUL, Indusind Bank,
ITC, L&T, LMW, Lupin, Maruti, MRF, Sun Pharma, Sundaram Finance,
Suven Life, TCS, Wipro, Yes Bank have rewarded the investors
immensely after their public issue. Technically weak market is the best
time to pick up fundamentally strong stocks.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

13

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


Quarter ended 30th June, 2015
TI
(Rs. crs) (Rs. crs)
30.06.15

Company/ Bank Equity

Asian Paints
96
3M India
11
Aban Offshore
12
ABB India
42
Advanta
18
Alembic Pharma
38
Allahabad Bank
571
Ambuja Cements
310
Andhra Bank
603
APL Apollo Tyres
23
Ashoka Buildcon
79
Asian Paints
96
Axis Bank
475
Bajaj Auto
289
Bajaj Finance
54
Bajaj Finserv
80
Bajaj Holdings
111
Bank of Baroda
444
Berger Paints
69
BGR Energy
72
Bharat Forge
47
Biocon
100
Britannia Inds
24
Butterfly Gandhi
18
Cairn India
1875
Can Fin Homes
27
Canara Bank
515
Carborundum Uni.
19
CARE
29
Castrol India
247
CCL Products
27
Century Enka
22
Century Plyboards
22
Cera Sanitaryware
7
Chaman Lal Setia
9
Chola. Investment
144
CMC
30
Colgate
14
Container Corporation 195
Cyient
56
Dabur
176
Dr.Reddys Labs
85
Eicher Motors
27
Elgi Equipments
16
Emami
23
Essar Oil
1450
Ester Inds.
42

3623
519
982
1932
306
583
5396
2510
4529
965
630
3623
12234
5613
1646
2212
163
12244
1121
894
1129
833
2019
234
2627
243
12253
496
48
924
220
303
371
194
131
987
672
1010
1421
726
2069
3758
2917
327
590
16340
211

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
30.06.15 30.06.14
30.06.14
30.06.15 30.06.14
30.06.15 30.06.14
3362
463
1028
1822
318
494
5518
2720
4205
742
630
3362
9980
5252
1244
1629
172
11683
1060
635
988
725
1787
108
4483
176
11728
522
43
914
176
305
363
162
129
866
593
957
1270
622
1869
3518
2245
324
482
24855
234

8
12
-4
6
-4
18
-2
-8
8
30
8
23
7
32
36
-5
5
6
41
14
15
13
117
-41
38
4
-5
12
1
25
-1
2
20
2
14
13
6
12
17
11
7
30
1
22
-34
-10

614
59
425
113
43
1242
235
825
48
126
614
4092
1061
1090
1590
151
2202
125
73
282
154
261
13
414
223
2004
57
23
267
42
31
57
25
16
172
78
177
197
74
289
771
352
21
77
1560
15

487
38
457
98
43
1220
464
626
44
99
487
2896
856
818
1152
167
2480
93
64
218
122
138
8
2333
163
1795
49
19
179
29
15
37
21
5
144
78
177
249
70
241
647
229
16
71
1155
12

26
55
-7
15
2
-49
32
9
27
26
41
24
33
38
-10
-11
34
14
29
26
89
63
-82
37
12
16
21
49
45
107
54
19
220
19
-21
6
20
19
54
31
8
35
25

748
73
361
126
36
101
458
40
79
748
1576
434
937
154
147
68
354
231
306
9
1852
51
81
27
291
47
30
55
28
16
177
101
179
368
117
358
437
30
100
1305
15

571
51
335
101
29
96
706
34
98
571
1144
328
667
170
113
53
276
190
190
3
1440
30
68
35
197
33
29
41
24
5
150
77
200
381
100
294
301
23
96
926
11

31
45
8
25
21
6
-35
17
-20
31
38
32
41
-9
30
28
28
22
61
221
29
74
18
-22
48
43
4
33
15
221
18
31
-10
-4
17
22
45
30
4
41
44

455
40
135
57
21
70
147
227
203
22
12
455
1978
1015
276
467
613
1052
77
11
195
126
190
4.17
835
32
479
33
17
185
30
14
40
16
10
111
56
114
207
75
261
626
222
14
88
1063
4

339
25
153
48
15
65
113
409
107
20
37
339
1667
740
211
319
522
1362
57
9
145
103
114
0.17
1093
19
807
27
27
124
20
9
26
14
3
96
58
135
262
69
211
550
157
13
71
691
2

34
60
-12
19
40
8
30
-45
90
10
-68
34
19
37
31
46
17
-23
35
22
34
22
67
2353
-24
68
-41
22
-37
49
50
56
54
14
233
16
-3
-16
-21
9
24
14
41
8
24
54
100

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

14

SEPTEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


Quarter ended 30th June, 2015
TI
(Rs. crs) (Rs. crs)
30.06.15

Company/ Bank Equity


Eveready Inds.
Exide Inds.
Force Motors
Foseco India
GAIL (India)
GATI
GHCL
Glaxo. Pharma
Godrej Consumer
Granules India
Greaves Cotton
GSFC
Guj. Pipavav Port
Gujarat Fluoro.
Gulf Oil Lub.
Hatsun Agro
HDFC
HDFC Bank
Heritage Foods
HIL
Himatsingka Seide
Hindustan Zinc
HUL
ICICI Bank
Idea Cellular
IDFC
IFB Agro Inds.
Igarashi Motors
IIFL Holdings
Indiabulls Housing
Indiabulls Ventures
Indian Bank
Indusind Bank
Info Edge (I)
Infosys
Inox Wind
International Paper
International Travel
ITC
Jagran Prakashan
Jindal Saw
JK Tyre
JM Financial
Just Dial
Jyothy Labs
K P R Mill
Kajaria Ceramics

36
85
13
6
1268
18
100
85
34
20
49
80
483
11
10
11
315
502
23
7
49
845
216
1161
3599
1594
9
31
62
71
58
480
531
120
1144
222
40
8
802
65
61
45
79
70
18
38
16

348
1800
640
76
12565
416
587
629
2098
346
381
1084
185
1413
230
867
11436
16503
578
404
469
3630
8105
15802
8798
2226
154
109
961
1829
96
4495
3448
172
14354
636
299
51
8588
481
1912
1760
383
169
414
623
549

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
30.06.15 30.06.14
30.06.14
30.06.15 30.06.14
30.06.15 30.06.14
324
1909
545
66
13372
397
560
662
1889
311
423
1243
168
891
226
703
10039
13071
506
361
503
3007
7716
14617
7561
2123
131
90
790
1364
82
4144
2874
145
12770
304
285
46
9293
440
1149
1854
262
135
385
594
502

7
-6
17
15
-6
5
5
-5
11
11
-10
-13
10
59
2
23
14
26
14
12
-7
21
5
8
16
5
18
21
22
34
17
8
20
19
12
109
5
11
-8
9
66
-5
46
25
8
5
9

30
229
35
13
736
21
131
105
292
47
51
132
75
207
33
53
2449
4850
20
59
64
1487
1432
5038
1712
1921
11
21
590
1635
55
709
923
19
3447
80
20
7
3128
112
194
254
266
42
50
85
76

23
259
15
9
811
31
114
109
220
41
36
138
82
129
28
18
2125
3844
10
46
43
1150
1250
4517
1349
1864
5
10
469
1200
47
607
749
44
3211
43
16
5
2994
83
100
153
161
28
44
69
68

30
-12
133
44
-9
-32
15
-4
33
15
42
-4
-9
60
18
194
15
26
100
28
49
29
15
12
27
3
120
110
26
36
17
17
23
-57
7
86
25
40
4
35
94
66
65
50
14
23
12

30
269
69
14
959
23
95
148
292
56
77
168
104
227
33
64
2472
25
69
53
2222
1625
2949
409
15
29
204
697
38
45
75
27
12
3690
136
213
227
151
56
59
111
87

24
300
47
11
1124
30
93
154
224
46
50
181
98
133
28
26
2137
15
56
36
2062
1552
2276
548
10
19
159
541
42
61
33
21
9
3598
106
137
123
88
44
51
94
74

27
-10
48
29
-15
-25
2
-4
31
21
53
-8
7
71
17
145
16
71
22
46
8
5
30
-25
56
51
28
29
-9
-27
127
26
35
3
29
56
85
71
27
17
18
17

16
155
36
9
424
8
61
93
199
27
43
101
80
74
20
29
2204
2696
11
39
41
1921
1059
2976
931
254
7
16
108
511
27
215
525
29
3030
51
8
6
2265
180
104
118
72
33
45
50
46

11
185
19
6
621
12
61
98
143
23
29
108
81
44
18
7
1873
2233
5
31
22
1618
1057
2655
728
482
4
10
94
424
27
207
421
40
2886
23
4
5
2361
55
55
55
58
28
42
39
39

45
-16
89
50
-32
-33
-5
39
17
48
-6
-1
68
11
314
18
21
120
26
86
19
12
28
-47
75
60
15
21
4
25
-28
5
122
100
20
-4
227
89
115
24
18
7
28
18

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

15

SEPTEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


Quarter ended 30th June, 2015
TI
(Rs. crs) (Rs. crs)
30.06.15

Company/ Bank Equity


Kanoria Chemicals
22
Karnataka Bank
188
Karur Vysya Bank
122
KEC International
51
Kitex Garments
5
Kotak Mah. Bank
456
L&T
186
L&T Fin Holdings
1721
Lakshmi Vilas Bank
179
LIC Housing Fin
101
Lumax Inds.
9
Lupin
90
M&M Financial
113
Maruti Suzuki
151
MindTree
84
Mirza International
19
MRF
4
Muthoot Finance
398
NCC
111
NHPC
11071
NIIT Technologies
61
Nitin Spinners
46
Novartis India
16
NTPC
8245
OBC
300
Oberoi Realty
328
OCC India
11
Omkar Speciality
21
P I Industries
14
Persistent Systems
80
Petronet LNG
750
Pfizer
46
PNB
371
Pokarna
6
Pressman Adv
5
PVR
42
R Systems
13
Religare Ent.
178
Renaissance Jew.
19
RIL
3236
Sasken Comm.
21
Savita Oil Tech.
15
Shriram Trans.
227
Siemens
71
Sintex Industries
44
SJVN
4137

83
1348
1519
1878
109
4584
20252
1718
693
2946
318
3150
1505
13425
982
250
3539
1140
2016
2007
362
196
224
17085
5569
210
679
90
555
500
8377
484
13432
96
15
486
166
1044
253
77130
109
391
2352
2376
1471
776

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
30.06.15 30.06.14
30.06.14
30.06.15 30.06.14
30.06.15 30.06.14
91
1254
1462
1721
103
2686
18975
1438
585
2509
275
3341
1377
11428
844
212
3337
1088
1810
2055
332
133
209
18337
5576
175
542
54
471
435
10161
435
12825
62
9
362
161
866
222
104640
108
490
2016
2374
1345
675

-9
8
4
9
6
71
7
19
18
17
16
-6
9
17
16
18
6
5
11
-2
9
47
7
-7
20
25
67
18
15
-18
11
5
55
67
34
3
21
14
-26
1
-20
17
9
15

9
239
296
118
25
597
1668
1219
110
559
17
716
855
1518
141
37
694
848
156
895
54
28
0.35
2200
1044
115
94
15
124
74
281
404
3132
24
2
83
21
548
10
7136
9
23
1671
197
156
512

5
188
213
81
22
666
1704
1067
70
454
7
1006
880
803
146
24
383
804
129
962
43
16
-4.02
2419
1142
87
66
8
98
72
281
368
3125
6
1
26
20
418
7
6207
8
15
1426
-4
153
460

80
27
39
46
14
-10
-2
14
57
23
143
-29
-3
89
-3
54
81
5
21
-7
26
75
-9
-9
32
42
88
27
3
10
300
100
219
5
31
43
15
13
53
17
2
11

11
73
31
1841
296
581
24
890
181
2342
34
792
297
93
1327
104
28
21
2946
133
112
14
142
117
333
128
21
2
88
26
132
11
11107
17
25
488
307
179
763

8
37
26
2263
410
491
14
1141
274
1586
21
456
293
37
1158
70
18
22
3399
103
90
6
114
118
315
116
6
1
37
24
78
8
10458
14
16
454
77
141
660

37
96
20
-19
-28
19
71
-22
-34
48
59
74
1
148
15
49
54
-1
-13
29
24
122
25
-1
6
11
233
58
141
8
69
31
6
18
55
8
301
27
16

6
109
135
30
16
190
606
192
40
382
11
525
107
1193
138
18
447
183
3
767
72
12
13
2135
258
80
49
8
87
67
248
54
721
12
1.34
58
14
37.15
5
6222
10
12
321
168
69
484

3
122
122
11
14
430
967
286
28
322
5
625
170
762
129
10
230
180
-21
616
45
9
14
2201
365
64
36
5
72
69
157
38
1405
-1
1.25
8
14
0.12
2
5957
8
6
306
13
62
424

100
-11
11
173
14
-56
-37
-33
43
19
120
-16
-37
57
7
80
94
2
25
60
33
-7
-3
-29
25
36
60
21
-3
58
42
-49
7
625
0
30858
150
4
25
100
5
1192
11
14

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

16

SEPTEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


Quarter ended 30th June, 2015
TI
(Rs. crs) (Rs. crs)
30.06.15

Company/ Bank Equity


Skipper
SKS Microfinance
Sonata Software
South Indian Bank
Srikalahasthi Pipes
Star Ferro
State Bk of Mysore
State Bk of Trav.
Sterlite Tech.
Sun TV
Sundaram Clayton
Sundaram Finance
Surya. Cotton
Sutlej Textiles
Suzlon Energy
Syndicate Bank
Tata Chemicals
Tata Coffee
TCS
Tech Mahindra
Thermax
Tinplate Company
Titan Co
TN Newsprint
Torrent Cables
Torrent Pharma
Torrent Power
Trident
TTK Prestige
TVS Motor
UltraTech Cement
Union Bank of India
United Bank
UPL
Vardhman Textiles
Vedanta
Vesuvius India
Vijaya Bank
Visaka Inds.
V-Mart Retail
Wabco India
Welspun India
Wipro
Yes Bank
Zensar Tech.
Zydus Wellness

10
126
11
135
40
22
48
71
79
197
10
111
17
16
965
662
255
19
196
481
24
105
89
69
9
85
472
509
12
48
274
636
840
86
63
297
20
859
16
18
9
100
494
418
44
39

236
241
479
1481
256
409
1952
2652
975
691
345
555
187
463
2628
6323
4067
396
25668
6294
1001
229
2709
648
92
1947
3003
879
349
2621
6432
9043
2897
3064
1653
17017
169
3289
321
205
385
1388
12371
3797
706
104

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
30.06.15 30.06.14
30.06.14
30.06.15 30.06.14
30.06.15 30.06.14
183
152
417
1466
217
323
1868
2644
564
634
316
541
182
492
4672
5523
3850
375
22111
5122
839
184
2891
486
62
1114
2563
913
336
2305
6032
8548
3004
2757
1706
17137
158
3190
312
165
324
1177
11246
3093
612
101

29
59
15
1
18
27
5
73
9
9
3
3
-6
-44
14
6
6
16
23
19
24
-6
33
48
75
17
-4
4
14
7
6
-4
11
-3
-1
7
3
3
24
19
18
10
23
15
3

29
138
47
181
56
80
270
465
86
279
16
418
19
44
105
1039
377
51
6724
762
75
26
200
101
5
850
545
115
34
121
900
1488
578
479
253
2275
27
393
26
17
56
281
2402
908
98
15

22
80
37
221
29
59
303
281
42
229
14
417
17
42
-106
1014
397
68
5935
779
43
14
250
67
-0.4
324
276
102
36
98
799
1372
574
419
201
3537
20
290
21
13
39
204
2377
632
73
13

32
73
27
-18
93
36
-11
65
105
22
14
12
5
2
-5
-25
13
-2
74
86
-20
51
162
97
13
-6
23
13
8
1
14
26
-36
35
36
24
31
44
38
1
44
34
15

21
80
55
181
53
103
57
431
53
165
18
55
1142
1039
390
60
7931
1060
108
53
226
101
7
918
539
154
36
160
1134
445
323
3782
35
32
21
79
328
3135
120
24

16
50
44
264
25
90
42
387
39
200
16
55
-555
1014
427
74
7621
1014
74
34
265
74
2
370
296
126
42
134
1186
458
290
3289
26
30
18
53
234
2996
88
21

37
59
26
-32
111
15
38
11
35
-18
11
3
-9
-20
4
5
46
53
-14
36
200
148
82
22
-13
20
-4
-3
11
15
34
5
14
47
41
5
36
12

10
61
38
65
34
42
94
81
20
197
34
99
7
30
1047
302
153
25
5684
676
62
23
151
52
4.84
449
173
61
22
90
591
519
52
275
146
866
19
143
14
11
47
163
2188
551
76
20

7
49
32
127
13
24
75
50
9
166
23
122
6
36
-751
485
176
30
5568
631
41
11
177
26
0.32
256
86
32
27
72
627
664
66
289
106
1341
14
161
11
9
31
105
2103
432
56
17

43
24
19
-49
162
75
25
62
122
19
48
-19
17
-17
-38
-13
-17
2
7
51
109
-15
100
1413
75
101
91
-19
25
-6
-22
-21
-5
38
-35
36
-11
27
22
52
55
4
28
36
18

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

17

SEPTEMBER, 2015

STEEL EXCHANGE INDIA LTD

#303, My Home Lakshmi Nivas, Green Lands, Ameerpet, Hyderabad - 500 016.
CIN: L74100AP1999PLC031191
Statement of Stand-alone Un-Audited Results for the Quarter ended 30th June, 2015

Part I
Sl.
1
(a)
(b)
2
(a)
(b)
(c)
(d)
(e)
(f)
3
4
5
6
7
8
9
10
11
12
13
14
15
16

Particulars
Income from Operations
Net Sales/Income from Operations(Net of excise duty)
Other Operating Income
Total Income from operations (net)
Expenses
Cost of materials consumed
Purchases of stock-in-trade
Changes in inventories of finished goods, work-in-progress and stock-in-trade
Employees benefits expense
Depreciation and amortisation expense
Other expenses
Total expenses
Profit/(Loss) from operations before other income, finance costs and exceptional items (1-2)
Other Income
Profit/(Loss) from ordinary activities before finance costs and Exceptional Items (3+4)
Finance costs
Profit/(Loss) from ordinary activities after finance costs but before Exceptional Items (5-6)
Exceptional Items
Profit/(Loss) from ordinary activities before Tax (7+8)
Tax Expense
Net Profit / (Loss) from Ordinary activities after Tax (9-10)
Extraordinary items (net of tax)
Net Profit / (Loss) for the period (11+/-12)
Paid-Up Equity Share Capital (Face value of `10/- each)
Reserves excluding Revaluation reserves as per balance sheet of previous accounting year
Earnings per Share (of Rs.10/- each) (not annualised)
a) Basic( before & after extraordinary items)
b) Diluted( before & after extraordinary items)

PART II
A
1
2
a)

b)

B.

30.06.2015
(Unaudited)

Quarter ended
31.03.2015
(Unaudited)

(`
` in lakhs)

30.06.2014
(Unaudited)

Year ended
31.03.2015
(Audited)

29,676.44

1,56,536.85

31,766.97

41,515.23

31,766.97

41,515.23

29,676.44

1,56,536.85

9,783.06
13,540.54
(99.89)
568.76
598.40
3,458.36
27,849.23
3,917.74
116.65
4,034.39
3,169.38
865.01
865.01
865.01
865.01
5,793.27
-

12,319.68
24,326.17
(2,887.54)
589.34
638.17
2,600.18
37,586.02
3,929.22
459.36
4,388.57
3,657.44
731.14
731.14
630.82
100.32
100.32
5,195.00
-

10,103.53
13,162.01
(500.05)
452.90
430.03
3,385.10
27,033.50
2,642.94
206.84
2,849.77
1,944.32
905.45
905.45
905.45
905.45
5,195.00
-

52,343.99
78,646.68
(3,673.84)
2,281.42
2,501.81
9,423.81
141,523.87
15,012.98
1,226.40
16,239.39
12,762.91
3,476.48
3,476.48
630.82
2,845.66
2,845.66
5,195.00
17,820.80

1.49
1.18

0.19
0.13

1.74
1.56

5.48
3.75

Select Information for the Quarter ended 30th June, 2015

PARTICULARS OF SHAREHOLDING
Public share holding
- Number of Shares
- Percentage of Share holding
Promoter and Promoter group shareholding
Pledged/Encumbered
- Number of shares
- Percentage of shares (as a % of the total shareholding of promoter and promoter group)
- Percentage of shares (as a % of the total share capital of the company)
Non-Encumbered
- Number of shares
- Percentage of shares ( as a % of the total shareholding of promoter and promoter group)
- Percentage of shares ( as a % of the total share capital of the company)

26,772,074
46.21

23,379,754
45.00

23,379,754
45.00

23,379,754
45.00

24,471,069
78.53
42.24

24,471,069
85.65
47.11

10,288,850
36.01
19.81

24,471,069
85.65
47.11

6,689,577
21.47
11.55

4,099,177
14.35
7.89

18,281,396
63.99
35.19

4,099,177
14.35
7.89

Investor Complaints for the quarter ended 30/06/2015 : Pending at the beginning of the quarter - 0; Received during the quarter - 9; Disposed off during the quarter - 6; Remaining
unresolved at the end of the quarter -3.

SEGMENT REVENUE, RESULTS AND CAPITAL EMPLOYED FOR THE QUARTER ENDED 30TH JUNE, 2015
1

Revenue by Business Segment:


Steel
Power
Total
Less: Inter Segment revenue
Net Sales / Income from Operations
Segment Results (Profit) + / Loss (-) before tax and finance costs:
Steel
Power
Total
Less: Finance Cost
Profit / (Loss) before tax
Segment Capital Employed
Steel Business
Power Business
Total :

(`
` in lakhs)

31,149.78
5,885.85
37,035.63
5,268.66
31,766.97

48,225.92
5,316.66
53,542.57
7,997.34
45,545.23

NA
NA
NA
NA
NA

152,435.53
22,714.91
175,150.43
18,613.58
156,536.85

2,799.78
1,234.61
4,034.39
3,169.38
865.01

3,569.62
818.95
4,388.57
3,657.44
731.14

NA
NA
NA
NA
NA

10,937.75
5,301.64
16,239.39
12,762.91
3,476.48

48,920.19
30,613.99
79,534.18

50,133.55
30,744.51
80,878.06

NA
NA
NA

50,133.55
30,744.51
80,878.06

Notes:
1. The above results were reviewed by the Audit committee and approved by the Board of Directors in their respective meetings held on 12.08.2015 and a
limited review of the same was carried out by the Statutory Auditors of the Company.
2. Consequent to the amalgamation of Simhadri Power with the Company, quarter ended 30.06.2014 figures are not comparable with the current quarter
30.06.2015 figures.
3. Consequent to the approval of the amalgamation in November 2014, the Company has identified sale of Power as separate business segment other than
sale of Steel considering the requirements under Accounting Standard - 17 on Segment Reporting and accordingly the disclosures have been made from
the quarter ending 31.12.2014 onwards. Further, as the Companys products are sold primarily in India there is no reportable secondary segment i.e.
Geographical Segment.
4. No provision for Income Tax has been made as the company has unabsorbed losses consequent to the merger of GSAL(India) Limited.
5. Other income includes interest, lease rentals received and miscellanoeous income.
6. Previous period/quarter figures have been re arranged/ regrouped wherever considered necessary.
For and on behalf of the Board
Place: Visakhapatnam
Date: 12-08-2015

Simhadri TMT
WORLD CLASS STEEL BARS

18

B.SATISH KUMAR
Chairman & Managing Director

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015

Company/ Bank Equity


(Face Value) (Rs. crs)
3M India (10)

Networth
(Rs. crs)

RoNW
(%)

TO/ TI
(Rs. crs)

OP
PBT
PAT
(Rs. crs) (Rs. crs) (Rs. crs)

EPS
(Rs.)

P/E Ratio

MP
(Rs.)
31.08.15

BV
(Rs.)

P/BV

11

808

13

1840

154

165

108

96

112.39

10789

717

15.05

130

12868

11

26516

3688

2325

1416

109

18.77

2046

989

2.07

Akzo Nobel (10)

47

919

20

2527

209

275

186

40

32.43

1297

197

6.58

Alembic Pharma (2)

38

885

32

2056

359

283

15

47.68

715

47

15.21

Allcargo Log. (2)

25

1793

13

5629

318

317

240

19

16.11

306

142

2.16

Amara Raja Batt (1)

17

1700

24

4230

594

610

411

24

42.00

1008

100

10.08

Aditya B. Nuvo (10)

Amrutanjan (2)

95

16

167

21

24

15

10

42.20

422

65

6.49

Asian Paints (1)

96

4742

29

14183

1969

2077

1395

15

56.60

849

49

17.33

Astra Mic. (2)

16

290

21

634

85

81

61

15.71

110

35

3.14

Aurobindo (1)

29

5156

31

12121

2231

2168

1576

54

13.94

753

177

4.25

Axis Bank (2)

474

44677

16

43844

13385

11057

7358

31

16.39

508

188

2.70

Bajaj Auto (10)

289

10692

26

21612

3849

4085

2814

97

23.02

2233

370

6.04

Bajaj Finance (10)

50

4810

19

5382

3569

1357

898

179

28.05

5021

959

5.24

Bajaj Finserv (5)

80

10961

15

7587

5472

3246

1690

106

17.08

1810

689

2.63

Bajaj Holdings (10)

111

13393

15

524

478

513

2029

182

8.70

1584

1203

1.32

Bank of Baroda (2)

444

38848

47366

9915

5421

3398

15

12.33

185

175

1.06

Bank of India (10)

666

26494

47853

7488

1795

1709

26

5.46

142

398

0.36

Bharat Forge (2)

47

3444

22

7625

1078

1122

764

33

35.39

1168

148

7.89

Biocon (5)

100

3270

15

3090

475

624

497

25

17.76

444

163

2.72

BPCL (10)

723

22549

21

242599

6751

7690

4807

66

13.38

883

312

2.83

Britannia Inds (2)

24

1242

55

7858

719

950

689

57

51.40

2930

104

28.17

Cadila Health (5)

102

4252

27

8651

1468

1446

1151

56

33.89

1898

208

9.13

Cairn India (10)

1875

58870

14646

5953

5109

4480

24

6.21

149

314

0.48

Can Fin Homes (10)

27

771

11

817

748

137

86

32

24.31

778

290

2.68

CARE (10)

29

359

38

261

154

197

138

48

25.52

1225

124

9.88

Cera Sanitary (5)

352

19

822

102

101

68

52

39.63

2061

271

7.61

Chola Invest. (10)

144

2674

17

3689

666

666

444

31

19.54

606

186

3.26

60

2696

15

3103

693

521

395

13.71

96

45

2.13

6316

40353

34

74120

15016

21584

13727

22

16.64

366

64

5.72

14

770

73

3982

747

780

559

41

47.68

1955

57

34.30

City Union Bank (1)


Coal India (10)
Colgate (1)
Container Corp (10)

195

7587

14

6149

991

1318

1055

54

26.39

1425

389

3.66

Cummins India (2)

55

2887

27

4406

655

937

786

28

39.25

1099

104

10.57

CYIENT (5)

56

1844

19

2736

330

446

353

31

18.77

582

164

3.55

176

3354

32

7827

1201

1319

1066

45.50

273

19

14.37

DCB Bank (10)

282

1534

12

1588

277

208

191

18.43

129

54

2.39

Dewan Hsg (10)

146

4636

13

5982

943

621

43

10.67

459

318

1.44

Dr.Reddys Labs (5)

85

11130

20

14819

2629

2816

2218

130

33.10

4303

653

6.59

Emami (1)

23

1231

39

2217

506

592

486

21

56.76

1192

54

22.07

168

2632

12

1741

204

477

313

20.78

187

78

2.40

Dabur India (1)

Engineers India (5)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

19

SEPTEMBER, 2015

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015

Company/ Bank Equity


(Face Value) (Rs. crs)
Federal Bank (2)
Force Motors (10)
GAIL (10)

Networth
(Rs. crs)

RoNW
(%)

TO/ TI
(Rs. crs)

OP
PBT
PAT
(Rs. crs) (Rs. crs) (Rs. crs)

EPS
(Rs.)

P/E Ratio

MP
(Rs.)
31.08.15

BV
(Rs.)

P/BV

171

7733

13

8298

1628

1521

1006

12

5.08

61

90

0.68

13

1317

2364

66

125

101

77

29.31

2257

999

2.26

1268

34023

60704

4218

4492

3071

24

12.33

296

268

1.10

G E Shipping (10)

151

7431

10

3438

798

748

50

7.36

368

493

0.75

Glaxo Pharma (10)

85

1852

25

3288

602

749

472

56

60.66

3397

219

15.51

Godrej Con. (1)

34

4311

21

8276

1278

1249

907

27

49.33

1332

127

10.49

Godrej Inds (1)

34

3227

12

9231

388

519

402

12

30.75

369

96

3.84

Granules India (1)

20

431

21

1293

156

128

91

31.00

124

21

5.91

Grasim Inds (10)

92

23081

32847

3581

3443

1744

190

18.14

3447

2512

1.37

Gruh Finance (2)

73

711

29

1060

301

204

40.17

241

20

12.05

Gujarat Fluro. (1)

11

4180

14

5341

750

826

585

53

12.45

660

380

1.74

HDFC (2)

315

45072

19

48316

10042

10117

8763

56

21.18

1186

286

4.15

HDFC Bank (2)

501

62009

16

57466

17404

15329

10216

41

25.05

1027

247

4.16

Hindustan Zinc (2)

845

43353

19

14788

6775

9570

8178

19

6.68

127

103

1.23

HSIL (2)

14

1323

1981

207

134

85

12

21.92

263

183

1.44

HUL (1)

216

4021

109

31972

5091

6320

4363

20

43.05

861

19

45.32

1160

80422

14

61267

19720

15820

11175

19

14.63

278

139

2.00

10

429

15

322

89

100

65

65

61.26

3982

429

9.28

ICICI Bank (2)


ICRA (10)
Idea Cellular (10)

3598

23027

14

31571

5508

4933

3193

17.33

156

64

2.44

IDFC (10)

1593

17275

10

9640

7921

2346

1707

11

11.82

130

108

1.20

Indra. Gas (10)

140

2098

21

3681

644

649

438

31

15.42

478

150

3.19

IndusInd Bank (10)

529

10254

17

12096

3098

2709

1794

34

25.24

858

194

4.42

Insecticides Ind (10)

13

293

19

964

97

64

55

43

10.30

443

231

1.92

Inox Wind (10)

222

1392

21

2710

437

389

296

13

28.15

366

63

5.81

ITC (1)

802

31679

31

38835

13174

14362

9663

12

27.08

325

40

8.13

Jamna Auto (10)

40

180

16

1095

63

47

29

28.29

198

45

4.40

JK Cement (10)

70

1617

3399

296

144

144

21

29.80

626

231

2.71

JK Tyre (2)

45

1401

24

7384

773

486

330

15

7.20

108

62

1.74

JM Financial (1)

78

2438

14

1392

926

517

331

11.50

46

31

1.48

JSW Steel (10)

242

22229

52972

5968

2539

1797

74

12.43

920

920

1.00

Jyothy Labs (1)

18

780

16

1515

130

125

121

45.00

315

43

14.50

Kajaria Ceram. (2)

16

741

24

2187

298

270

176

22

31.23

687

93

6.00

Kaveri Seed (2)

14

754

40

1161

295

310

301

44

11.16

491

109

4.27

386

22138

14

21423

4756

4550

3045

39

16.72

652

287

5.82

L&T (2)

186

40894

12

92005

8713

7217

4765

51

31.43

1603

440

3.12

LIC Housing (2)

101

7818

18

10669

1973

2102

1386

27

16.41

443

155

8.00

LMW (10)

11

1282

17

2488

211

301

220

195

18.08

3525

1137

2.25

Lupin (2)

90

8874

27

12770

3185

3415

2403

53

36.53

1936

197

8.83

113

5943

15

6021

4003

1400

913

16

15.81

253

105

1.25

Kotak Mah. Bank (5)

M&M Fin. Ser. (2)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

20

SEPTEMBER, 2015

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015

Company/ Bank Equity


(Face Value) (Rs. crs)

Networth
(Rs. crs)

RoNW
(%)

TO/ TI
(Rs. crs)

OP
PBT
PAT
(Rs. crs) (Rs. crs) (Rs. crs)

EPS
(Rs.)

P/E Ratio

MP
(Rs.)
31.08.15

BV
(Rs.)

P/BV

Magma Fincorp (2)

38

1655

11

2354

1424

223

181

9.67

87

87

1.00

Marico (1)

65

1825

31

5733

786

822

573

45.11

406

28

14.50

151

20978

18

49971

4243

4868

3711

123

33.87

4167

694

6.00

MCX (10)

51

1202

10

222

62

170

125

25

40.28

1007

236

4.27

MindTree (10)

84

2012

27

3562

607

691

536

64

21.81

1396

240

5.82

MM Forgings (10)

12

238

21

503

75

69

51

42

14.62

614

197

3.12

Motherson Sumi (1)

88

3314

26

35032

2282

1817

862

10

30.40

304

38

8.00

Nandan Denim (10)

46

259

20

1097

106

71

51

11

11.63

128

57

2.25

Natco Pharma (10)

33

846

16

825

166

134

135

41

54.90

2251

255

8.83

NMDC (1)

396

32257

20

12365

7593

9747

6401

16

6.31

101

81

1.25

NTPC (10)

8245

82094

12

80622

11948

10456

9986

12

10.08

121

100

1.21

328

4634

923

473

498

317

10

22.50

225

141

1.60

4278

178916

10

160895

24305

27370

18334

21

11.38

239

209

1.14

Page Inds (10)

11

387

51

1543

301

293

196

176

80.69

14202

347

40.93

Persistent Sys. (10)

80

1406

21

1891

296

390

291

36

19.47

701

176

3.98

179

1990

19

6349

701

539

378

21

19.00

399

111

3.60

Pennar Inds. (5)

60

402

1446

118

67

36

16.33

49

33

1.49

P I Industries (1)

14

896

27

1940

323

355

246

18

40.00

720

66

10.90

371

34496

52206

11955

3957

3062

17

8.53

145

186

0.79

5232

38439

13

17659

9906

6399

5046

10

13.50

135

73

1.85

REC (10)

987

25073

21

20384

7386

7552

5344

54

4.69

253

254

1.00

Reliance Cap (10)

253

13324

8787

3799

1231

1001

40

7.88

315

527

0.60

Reliance Infra (10)

263

26172

17198

2078

1384

1800

68

5.03

342

68

5.03

RIL (10)

3236

217948

11

375435

25817

30996

23566

73

11.72

856

674

1.27

SAIL (10)

4131

43588

45844

2859

2393

2118

10.00

50

106

0.47

SBI (1)

747

128438

10

174973

38914

19314

13102

18

13.72

247

172

1.44

Shilpi Cable (10)

103

519

31

3213

252

178

160

16

3.81

61

51

1.20

Shriram City (10)

66

4216

14

3562

2172

867

571

87

18.77

1633

642

2.54

227

9266

11

9177

6322

1650

1028

45

18.07

813

408

2.00

Sintex Inds. (1)

42

4698

11

7035

950

713

529

12

7.83

94

111

0.85

Skipper (1)

10

320

28

1313

193

137

89

15.44

139

31

4.48

126

1046

18

724

394

194

188

15

30.80

462

83

5.57

14

303

12

1106

46

49

37

26

44.65

1161

209

5.56

SMS Pharma (10)

259

14

579

69

67

35

42

13.62

572

306

1.87

Sonata Soft. (1)

11

428

31

1682

165

182

134

13

10.85

141

41

3.44

Sun Pharma (1)

207

26459

17

27433

6769

6404

4541

22

40.86

899

128

7.02

10

1235

17

11340

478

478

212

105

18.49

1941

610

3.18

Maruti Suzuki (5)

Oberoi Realty (10)


ONGC (5)

P C Jeweller (10)

PNB (2)
Power Grid (10)

Shriram Trans. (10)

SKS Microfin. (10)


SML Isuzu (10)

Sundaram Clay (5)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

21

SEPTEMBER, 2015

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015

Company/ Bank Equity


(Face Value) (Rs. crs)
Sundaram Fin. (10)

111

Networth
(Rs. crs)
3750

RoNW
(%)

TO/ TI
(Rs. crs)

15

4238

EPS
(Rs.)

P/E Ratio

MP
(Rs.)
31.08.15

BV
(Rs.)

P/BV

576

52

27.92

1452

338

4.30

OP
PBT
PAT
(Rs. crs) (Rs. crs) (Rs. crs)
2585

860

Sutlej Textiles (10)

16

558

21

1878

162

148

115

70

6.74

472

341

1.38

Suven Life (1)

13

559

19

521

159

152

109

24.22

218

44

4.96

Tata Coffee (1)

19

793

15

1691

290

266

120

15.00

90

42

2.14

Tata Global (1)

63

5452

7993

642

500

248

30.00

120

86

1.40

Tata Motors (2)

644

56239

25

262796

25850

21703

13986

43

7.91

340

175

1.94

TCS (1)

196

50635

39

94648

22683

26298

19852

101

25.39

2564

259

9.90

Tech Mahindra (5)

480

12127

22

22621

3541

3618

2628

27

19.07

515

126

4.09

Thermax (2)

24

2267

15

4697

406

497

336

28

33.93

950

190

5.00

Torrent Pharma (5)

85

2491

30

4653

829

940

751

44

36.52

1607

147

10.93

Torrent Power (10)

472

6556

10423

1386

740

360

19.38

155

139

1.12

TTK Prestige (10)

12

644

14

1388

130

133

92

79

49.82

3936

553

7.12

Tube Inv. (2)

37

2328

18

9698

1064

1003

424

23

17.48

402

124

3.24

TVS Motor (1)

48

1645

21

10098

451

456

348

32.00

224

35

6.40

274

19041

11

24349

3222

2986

2098

76

38.02

2890

694

4.16

UltraTech Cem. (10)


UPL (2)

86

5860

20

12091

1938

1410

1144

27

18.63

503

137

3.67

Voltas (1)

33

2102

18

5183

382

514

384

12

22.75

273

64

4.27

Wipro (2)

494

40798

21

47318

9542

11168

8653

35

16.34

572

165

3.47

Yes Bank (10)

418

11680

17

13618

3250

2910

2005

48

14.35

689

280

2.46

44

1157

23

2656

350

366

265

60

13.93

836

261

3.20

Zensar Tech. (10)


Zicom Elect. (10)

20

364

14

1108

109

60

51

25

5.56

139

180

0.77

Zydus Well. (10)

39

406

27

431

92

120

109

28

31.17

873

104

8.39

Year ended 30th June, 2014


Gillette India (10)

33

643

P&G (10)

32

1003

30

2051

386

460

302

93

65.00

Shree Cement (10)

35

4711

17

5887

840

815

787

226

47.70

Supreme Inds (2)

25

1038

27

3962

414

283

22

26.86

233

42

466

136

136

99

28

71.68

Symphony (2)

1750

49

81

51

16

311.81

4989

197

25.33

6045

309

19.56

10780

1352

7.97

591

82

7.21

2007

67

29.96

Year ended 30th Sept., 2014


MRF (10)
Siemens (2)

4518

20

13198

1505

1339

898

2118

19.07

71

4375

14

10663

365

844

603

17

74.41

40392 10655
1265

123

3.79
10.29

Year ended 31st Dec., 2014

ABB India (2)

42

2812

7733

443

355

229

11

111.64

1228

133

9.23

Ambuja Cem. (2)

310

10103

15

9978

1419

1783

1496

10

20.70

207

65

3.19

Castrol India (5)

247

497

96

3392

681

726

475

10

43.00

430

10

43.00

98

25

263

35

38

25

38

34.21

1300

153

8.50

Foseco (10)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

22

SEPTEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


Quarter ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

3M India

11

477

439

57

34

68

77

51

50

42

25

68

Aban Offshore

12

991

1052

-6

457

495

-8

354

349

114

160

-29

ABB India

42

1815

1828

-1

101

98

124

105

18

54

52

130

7073

7111

-1

931

737

26

1037

773

34

332

176

89

Advanta

18

310

300

46

39

18

34

35

-3

26

24

Akzo Nobel India

47

592

612

-3

48

52

-8

75

86

-13

45

55

-18

Allahabad Bank

Aditya Birla Nuvo

571

5391

5238

1009

835

21

203

158

28

Allcargo Logistics

25

1415

1283

10

68

22

209

116

51

128

55

12

358

Alstom T&D

51

1368

1313

90

109

-17

91

117

-22

54

62

-13

Amara Raja Batt.

17

1070

888

21

150

119

26

187

139

34

102

80

28

Ambuja Cements

310

2463

2651

-7

352

469

-25

584

703

-17

318

520

-39

Amrutanjan Health

49

42

17

-11

10

10

Andhra Bank

603

4699

4058

16

1003

850

18

185

88

110

Apollo Tyres

51

3118

3229

-3

430

359

20

474

429

10

307

282

Asain Paints

96

3535

3307

492

423

16

589

495

19

341

287

19

285

4506

3077

46

347

74

369

398

463

-14

230

363

-37

Ashoka Buildcon

79

803

608

32

136

77

77

84

84

38

14

171

Atul Auto

11

122

113

14

10

40

15

13

20

13

Aurobindo Pharma

29

3162

2330

36

571

657

-13

641

755

-15

404

502

-20

Axis Bank

474

12384

10179

22

4013

3248

24

2181

1842

18

Bajaj Auto

289

4739

4932

-4

774

887

-13

986

1116

-12

622

764

-19

Bajaj Finance

50

1429

1076

33

941

703

34

354

287

24

231

182

27

Bajaj 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

-11

Ashok Leyland

Bank of Baroda

444

12057

11615

2694

2580

598

1157

-48

Bank of Mah.

1063

3599

3372

676

467

45

113

57

98

Bharat Forge

47

1224

931

31

310

171

81

358

240

49

203

119

71

Biocon

100

838

729

15

127

121

307

192

60

202

113

79

Bosch

31

2389

2444

-2

325

310

586

540

287

326

-12

Britannia Inds.

24

2064

1812

14

204

147

39

280

178

58

167

108

55

102

2288

1969

16

420

306

37

501

334

50

350

239

46

27

227

162

40

207

150

38

40

29

40

23

20

15

475

12429

11610

1733

1882

-8

613

611

Caplin Point

15

64

43

49

14

10

40

16

12

31

11

57

Carborundum Uni.

19

477

536

-11

53

41

29

132

67

98

66

25

164

CARE

29

78

76

51

50

55

59

-7

35

41

-15

Castrol India

247

799

817

-2

180

138

30

234

161

45

147

100

47

Central Bank

1658

7322

6962

878

827

174

162

22

409

343

19

67

51

31

71

40

78

48

29

66

Cadila Healthcare
Can Fin Homes
Canara Bank

Century Plyboards
Cera Sanitaryware

250

218

15

32

32

36

35

22

19

16

144

942

844

12

204

138

48

213

148

45

137

92

49

City Union Bank

60

794

721

10

179

144

24

99

83

19

CMC

30

666

623

84

125

-33

101

143

-30

71

89

-20

6316

21340

20564

5267

5089

7689

7486

4239

4434

-4

Colgate - Palmol.

14

1029

927

11

227

187

21

255

200

28

164

132

24

Container Corp.

195

1497

1297

15

237

216

10

429

381

13

293

246

19

Chola. Investment

Coal India

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

23

SEPTEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


Quarter ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity


Coromandel Int.

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

29

2998

2184

37

133

158

-16

129

142

-9

69

81

168

5385

5033

965

637

51

45

42

56

730

595

23

72

91

-21

125

105

20

94

70

34

Dabur

176

1950

1769

10

317

269

18

380

320

19

285

235

21

DCB Bank

282

425

341

25

68

50

36

63

39

62

Dena Bank

561

2908

2867

378

448

-16

56

187

-70

Dewan Housing

146

1582

1417

12

256

210

22

162

141

15

Dr.Reddys Labs

85

3870

3481

11

612

586

519

482

Eicher Motors

27

2568

1924

33

289

174

66

400

277

44

195

139

40

Elecon Eng.

22

176

163

27

22

23

47

27

75

23

11

109
24

Corporation Bank
CYIENT

Emami

-15

23

554

446

24

129

101

28

163

125

30

138

111

Engineers India

168

489

495

-1

89

74

20

174

149

16

109

104

Eveready Inds.

36

275

257

11

120

13

61

400
5

Exide Inds.

85

1652

1615

199

186

244

229

138

132

171

2214

2017

10

469

420

12

281

277

Finolex Cables

31

658

649

40

63

-37

90

78

15

47

69

-32

Force Motors

13

703

566

24

39

24

63

80

81

-2

46

45

Foseco India

65

64

10

67

11

42

40

GE Shipping

151

884

799

11

298

232

28

137

67

104

GHCL

100

641

599

129

101

28

99

64

55

51

38

34

GIC Housing

54

199

164

21

38

34

12

39

35

13

27

25

Gillette India

33

494

456

38

10

280

54

22

148

31

288

Glaxo Consumer

42

1216

1120

239

213

12

323

278

16

197

172

15

Federal Bank

Glaxo. Pharma

85

620

610

121

103

17

160

152

103

97

Godrej Consumer

34

2092

1932

364

329

11

382

335

14

266

236

13

Godrej Inds.

34

2309

1992

16

92

85

183

154

18

139

114

22

Grasim Inds.

92

8820

8418

1131

1138

-1

1466

1547

-5

507

679

-25

Gruh Finance

73

305

254

20

106

94

13

74

74

Gujarat Fluoro.

11

1553

1194

30

193

104

86

493

116

327

328

46

613

Gujarat Gas

26

546

772

-29

72

54

33

105

96

10

63

49

29

Gujarat Pipavav

483

188

156

21

96

75

28

83

78

67

61

10

HCL Technologies

281

4386

4046

1674

1592

1989

1862

1565

1413

11

HDFC

315

14726

12266

20

3260

2804

16

3290

2846

16

2646

2415

10

HDFC Bank

501

15570

12790

22

4722

3779

25

2807

2327

21

Hindalco Inds.

207

9372

8435

11

610

600

465

446

160

248

-35

Hindustan Zinc

845

4126

3643

13

1952

1551

26

2559

2324

10

1997

1881

HSIL

14

559

629

-11

75

70

88

88

40

29

38

HUL

216

7676

7094

1248

1012

23

1596

1289

24

1018

872

17

1160

16235

14465

12

5468

4453

23

2922

2652

10

10

93

80

16

32

29

10

37

34

10

23

22

IDBI Bank

1604

9382

7867

19

2489

1850

35

546

518

Idea Cellular

3598

8423

7044

20

1577

1090

45

2959

2034

46

942

590

60

IDFC

1593

2571

2205

17

1938

1586

22

471

359

31

382

258

48

Indiabulls Housing

71

1878

1322

42

1576

1086

45

754

471

60

551

451

22

Indiabulls Ventures

52

112

79

42

69

46

50

64

45

43

51

28

82

ICICI Bank
ICRA

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

24

SEPTEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


Quarter ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

Indian Bank

480

4410

4235

817

703

16

206

271

Indraprastha Gas

140

917

966

-5

138

136

179

189

-5

96

90

IndusInd Bank

529

3237

2702

20

851

719

18

495

396

25

Infosys

572

13411

12875

3449

3281

3097

2992

Inox Wind

222

930

689

35

165

52

217

158

48

232

118

46

157

Insecticides (I)

-24

13

161

135

19

10

43

38

20

IOB

1235

6704

6476

1180

1191

-1

36

268

-87

ITC

802

9293

9239

2994

2966

3598

3461

2361

2278

4
400

Jamna Auto Inds.


JK Paper
JK Tyre
JM Financial
JSW Steel

40

342

245

40

28

211

35

11

215

15

137

582

513

13

91

60

52

38

14

160

18

-14

45

1809

1912

-5

213

149

43

196

113

74

106

45

136

78

392

254

54

270

136

99

163

75

116

93

59

58

242

12600

14342

-12

784

1705

-54

817

1746

-53

62

483

-87

Jyothy Labs

18

401

360

11

33

24

38

39

28

39

27

21

29

Kajaria Ceramics

16

588

523

12

88

73

21

96

80

20

52

42

24

Karnataka Bank

188

1308

1173

12

189

89

112

134

81

65

Karur Vysya Bank

122

1508

1468

260

209

24

138

120

15

KCP

13

167

164

24

13

85

30

20

51

13

86

KEC International

51

2521

2176

16

162

134

21

122

87

40

63

34

85

158

142

11

60

39

54

62

35

77

42

21

100

386

6172

4782

29

1441

979

47

913

663

38

38

677

632

70

64

92

105

-13

50

54

-7

186

28023

27024

3021

4025

-25

3514

3515

2070

2840

-27

1720

1635

1400

17

1153

1038

11

283

274

206

187

10

11

61

49

24

14

12

17

17

14

27

11

22

Lakshmi Vilas Bank

179

664

571

16

103

78

32

40

21

90

LIC Housing Fin.

Kitex Garments
Kotak Mah. Bank
KPR Mill
L&T
L&T Fin. Hold.
La Opala RG

101

2832

2443

16

547

487

12

578

523

10

378

370

LMW

11

656

634

50

25

100

99

95

67

54

24

Lupin

90

3078

3121

-1

682

803

-15

804

870

-8

547

553

-1

Lycos Internet

95

445

408

121

60

102

143

93

53

77

35

120

M&M Fin. Services

113

1665

1466

14

1214

1127

562

519

367

337

Magma Fincorp

38

620

553

12

377

341

11

82

59

39

52

42

24

Marico

65

1226

1072

14

151

132

14

184

160

15

110

89

24
61

Maruti Suzuki

151

13625

12110

13

1504

692

117

2382

1611

48

1284

800

MCX

51

59

64

-8

27

31

-13

72

74

-2

49

44

11

MindTree

84

918

824

11

149

155

-4

196

147

33

129

98

32

MM Forgings

12

127

107

19

18

12

50

26

21

21

11

38

Motherson Sumi

88

9474

8407

13

707

654

859

789

340

303

12
95

MRF
Muthoot Fin.
Nandan Denim
Natco Pharma

3312

3299

521

306

70

587

360

63

333

171

398

1100

1153

-5

789

838

-6

278

291

-4

165

181

-9

46

278

239

16

24

12

100

30

22

34

15

12

25

33

201

184

37

29

28

43

40

54

24

125

National Aluminium

1289

1801

1838

-2

330

168

96

739

395

87

355

172

106

National Buildings

120

1814

1437

26

165

86

92

192

114

69

134

103

30

NCC

111

2488

2288

193

136

42

174

33

426

41

1267

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

25

SEPTEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


Quarter ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity


Nitin Spinners

46

188

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14
122

54

23

15

53

25

18

40

12

33
117

Novartis India

16

208

201

16

129

54

33

64

52

24

Oberoi Realty

328

345

221

56

168

119

41

183

133

37

103

77

34

4278

21647

21313

4524

5606

-19

9354

10558

-11

3935

4889

-20

ONGC
Ortel Comm.

30

45

33

36

12

100

11

135

-3

P I Industries

14

537

363

48

75

44

70

106

56

90

60

45

33

P&G Hygiene

32

555

501

11

111

100

11

137

125

10

87

81

Page Inds.

11

380

284

34

72

58

24

73

59

24

47

35

34

PC Jeweller

179

2020

1536

32

200

155

29

175

119

47

120

84

43

Pennar Inds.

60

415

368

13

45

30

50

33

22

50

16

129

Persistent Systems

80

497

447

11

78

85

-8

119

119

76

67

13

Petronet LNG

750

7162

10428

-31

140

287

-51

212

339

-37

301

169

78

Pfizer

46

463

274

69

91

71

28

143

89

61

43

56

-23

Piramal Glass

81

488

458

44

18

144

47

31

52

-1

Pitti Laminations

13

104

66

58

100

12

116

150

PNB

371

13456

12498

3203

3173

307

806

-62

PNB Housing

104

517

326

59

102

62

66

57

39

46

103

67

54

23

283

24

369

14

10

40

Power Grid Corp.

5232

4703

3986

18

2640

2308

14

3227

2762

17

1412

1176

20

Prestige Estates

375

676

601

12

133

112

19

159

142

12

114

95

20

13

83

93

-11

21

16

31

26

20

30

15

16

-6

Rain Inds.

67

2539

3139

-19

234

235

223

156

44

84

50

68

Ramakrishna Forg.

27

242

135

79

35

13

169

37

15

152

35

600

Pokarna

R S Software

REC

987

5333

4443

20

1622

1600

1661

1649

1097

1192

-8

Reliance Capital

253

2469

1788

38

1102

889

24

551

339

63

407

267

52

3236

67470

103428

-35

7081

6516

11363

10545

6381

5881

Repco Home Fin.

62

191

150

27

52

43

21

53

44

22

35

31

13

S E Investments

41

47

52

-10

32

38

-16

17

27

-36

11

-64

Reliance Inds

SBH

21

4146

3780

10

877

868

446

444

SBI

747

48616

42443

15

12409

10628

17

3742

3041

23

Shilpi Cable Tech.

103

902

664

36

74

49

51

50

32

59

42

28

50

Shipping Corp.

466

1077

1282

-16

128

38

237

316

230

38

101

13

677

Shree Cement

35

1576

1665

-5

78

264

-70

360

370

-3

120

223

-46

Shriram City

66

919

833

10

560

538

242

228

155

151

227

2421

2150

13

1503

1557

-3

260

483

-46

84

315

-73

71

2653

2706

-2

195

127

54

292

193

52

162

88

84
23

Shriram Transport
Siemens
Sintex Inds.
SJVN
Skipper
SKS Microfinance

42

2176

1983

10

337

276

22

364

261

39

198

161

4137

386

312

24

151

94

61

388

296

31

185

145

28

10

500

431

16

62

34

82

53

18

189

30

11

173

126

198

138

43

103

73

41

48

28

69

41

27

52

SMC Global

23

101

74

36

21

12

75

23

12

86

14

100

SML Isuzu

14

322

224

44

15

150

21

10

109

13

63

158

163

-3

23

18

28

28

22

26

10

11

-9

Sonata Software

11

393

341

15

44

29

52

50

35

43

35

24

46

Srikalahasthi Pipes

40

301

248

21

46

23

100

53

24

127

30

17

76

Star Ferro

22

507

381

33

95

78

22

134

99

36

55

38

45

SMS Pharma

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

26

SEPTEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


Quarter ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

State Bank of B&J

70

2635

2454

615

504

22

280

238

18

State Bank of Mys.

48

2051

1825

12

402

361

11

136

107

27
292

State Bank of Tra.


Sun Pharma
Sundaram Clayton

59

2703

2773

-3

468

340

38

192

49

207

6157

4059

52

330

1695

-81

1151

1991

-42

888

1587

-44

10

350

330

15

19

-21

54

31

77

33

12

175

Sundaram Fin.

111

578

548

412

413

144

166

-13

91

100

-9

Supreme Inds.

25

1152

1005

15

182

110

66

102

58

76

Sutlej Textiles

16

468

482

-3

38

36

54

55

-2

27

21

29

Suven Life

13

111

131

-15

22

45

-51

25

47

-47

17

32

-47

Symphony
Take Solutions
Tamilnad Mer. Bank

146

116

26

51

35

46

51

36

43

37

27

37

12

215

197

33

13

154

47

34

38

27

13

108

0.28

835

767

179

176

135

80

69
144

Tata Coffee

19

450

397

13

86

45

91

94

43

120

39

16

Tata Global Bev.

63

1923

1910

163

154

76

175

-57

69

-94

Tata Motors

644

67576

65317

4582

6875

-33

6628

8179

-19

1717

3918

-56

Tata Power

270

8240

8902

-7

1408

1097

28

1047

1016

159

-145

TCS

196

24220

21551

12

3811

6314

-40

5406

7398

-27

3713

5358

-31

Tech Mahindra

480

6117

5058

21

756

929

-19

845

975

-13

472

614

-23

Techno Electric

11

221

221

30

11

173

38

-3

23

-12

Thermax

24

1521

1383

10

142

119

19

208

165

26

132

106

25

Titagarh Wagons

20

118

74

59

10

-2

16

285

350

Torrent Pharma

85

1154

1225

-6

102

327

-69

215

340

-37

130

244

-47

Torrent Power

472

2616

2204

19

502

310

62

562

343

64

182

177

Triveni Turbine

33

196

132

48

31

24

29

47

32

45

29

19

53

Tube Investments

37

2367

2283

277

219

26

370

247

50

148

69

114

TVS Motor

48

2457

2160

14

104

107

-3

147

108

36

91

52

75

465

457

45

34

32

63

27

132

34

22

55

TVS Srichakra
Uco Bank

1076

5263

5309

-1

1227

1373

-11

209

285

-27

UltraTech Cement

274

6597

6315

1077

1027

1275

1303

-2

657

865

-24

Union Bank

636

9384

8445

11

1652

1320

25

444

579

-23

United Bk of India

840

3153

3117

792

543

46

105

469

-78

Vijaya Bank

859

3406

3029

12

312

333

-6

97

136

-29

Visaka Inds.

16

285

238

20

17

11

55

20

13

49

20

V-Mart Retail

18

171

139

23

22

100

Voltamp Trans.

10

170

144

18

17

15

15

-3

12

10

20

Voltas

33

1490

1463

135

98

38

169

147

15

118

100

18

VST Industries

15

219

189

16

56

57

-2

70

85

-17

41

52

-21

Welspun Corp.

132

2375

1534

55

269

46

485

344

129

166

144

13

1008

Welspun India

100

1366

1185

15

244

137

78

317

186

70

161

82

96

Wendt (India)

20

33

30

10

100

49

100

Wipro

494

12171

11704

2456

2581

-5

3239

3181

2272

2227

Yes Bank

418

3679

3014

22

938

680

38

551

430

28

Zensar Tech.

44

668

608

10

92

84

10

98

81

20

72

55

31

Zicom Electronic

20

331

306

34

28

21

28

20

42

18

14

29

Zydus Wellness

39

98

101

-3

12

19

-37

22

26

-15

20

22

-9

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

27

SEPTEMBER, 2015

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

3M India
ABB India
Aban Offshore
Aditya Birla Chem.
Aditya Birla Fin.
Aditya Birla Money
Aditya Birla Nuvo
Advanta
Akzo Nobel India
Alembic Pharma
Allahabad Bank
Allcargo Logistics
Alstom T&D India
Amara Raja Batt.
Ambika Cotton Mi
Ambuja Cements
Amrutanjan Health
Andhra Bank
Andhra Sugars
Anil
APL Apollo Tubes
Apollo Tyres
Aro Granite Inds.
ARSS Infrastruct.
Arvind
Asahi India Glass
Asahi Songwon
Ashok Leyland
Ashoka Buildcon
Asian Hotels(East)
Asian Paints
ASM Technologies
Astra Microwave
Atlanta
Atul Auto
Aurobindo Pharma
AVT Natural Prod.
Axis Bank
Axis Finance
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Balmer Lawrie
Bank of Baroda
Bank of India
Bank of Maharash.
Bata India (15m)
BEML
Berger Paints India
BGR Energy Syst.
Bhagiradha Chem.
Bharat Electronics
Bharat Forge

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

31.03.15 11.27 716.70


31.12.14 42.38 132.70
31.03.15 11.55 937.50
31.03.15 23.39 190.68
31.03.15 450.36 44.07
31.03.15
5.54 3.90
31.03.15 130.14 988.78
31.12.14 16.87 88.04
31.03.15 46.66 196.86
31.03.15 37.70 46.93
31.03.15 571.38 206.41
31.03.15 25.21 142.25
31.03.15 51.21 51.21
31.03.15 17.08 99.51
31.03.15
5.88 512.26
31.12.14 309.95 65.19
31.03.15
2.92 65.03
31.03.15 602.85 155.12
31.03.15 27.11 239.26
31.03.15
9.77 309.74
31.03.15 23.44 201.41
31.03.15 50.91 98.98
31.03.15 15.30 101.10
31.03.15 14.84 244.00
31.03.15 258.24 95.07
31.03.15 24.31 11.57
31.03.15 12.27 96.15
31.03.15 284.59 13.34
31.03.15 78.98 79.00
31.03.15 11.44 740.93
31.03.15 95.92 49.44
31.03.15
5.00 95.82
31.03.15 16.37 35.43
31.03.15 16.30 88.74
31.03.15 11.20 54.05
31.03.15 29.20 176.57
31.03.15 15.23 12.72
31.03.15 474.10 188.47
31.03.15 318.25 18.54
31.03.15 289.37 369.50
31.03.15 50.15 959.15
31.03.15 79.56 688.85
31.03.15 111.29 1203.45
31.03.15
6.48 62.42
31.03.15 28.50 316.86
31.03.15 443.56 175.16
31.03.15 665.65 398.02
31.03.15 1063.18 66.32
31.03.15 64.26 158.91
31.03.15 41.64 498.71
31.03.15 69.33 18.17
31.03.15 72.16 186.29
31.03.15
5.05 97.68
31.03.15 80.00 985.63
31.03.15 46.57 150.13

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1840.30 153.51 164.56 108.34 96.13


7733.27 442.88 355.21 228.51 10.78
4040.84 1780.86 734.22 544.94 94.36
1125.70 182.93 92.84 37.29 15.94
1780.45 474.73 410.85 270.68 6.01
119.08
0.21
5.61
5.90 1.06
26516.01 3687.51 2324.56 1415.50 108.77 70
1512.55 204.22 82.01 83.54 9.90
2526.99 208.84 275.02 186.31 39.93 200
2056.12
359.08 282.93 15.01
21712.13 4459.71 1603.05 620.90 10.87
5628.80 318.00 317.14 239.89 19.03 70
3721.30 242.75 170.18 120.57 4.71
4230.07 593.82 609.86 410.86 24.06 361
495.54
69.78 63.76 51.18 87.04
9978.12 1418.91 1783.41 1496.36 9.66
166.57
20.53 24.32 15.07 10.32
17868.45 3298.44 1218.20 638.44 10.59 20
1107.46
37.11 11.67 -4.87
- 30
932.71 153.20 81.36 54.93 56.22
3013.78 161.18 97.67 63.76 27.20 60
12785.25 1542.31 1330.83 977.61 19.20 200
254.78
19.91 18.96 16.69 10.91
660.08 168.85
5.48
6.22 4.19
7851.40 800.50 444.77 341.10 13.21
2099.39 198.29 50.62 38.11 1.57
240.47
30.74 26.35 17.70 14.43
15340.89 937.22 -41.56 133.89 0.47
2319.71 359.29 107.02 81.48 5.16 14
99.52
15.60 20.92 15.03 13.14
14183.49 1969.49 2076.87 1395.15 14.54 610
109.43
15.08 12.85
8.28 16.56
634.34
84.85 81.44 60.73 7.42 60
540.58 103.46 55.98 48.34 5.93
492.80
52.33 59.25 40.57 18.11 100
12120.52 2231.01 2167.86 1575.77 53.96 400
256.59
43.43 44.20 30.08 1.98
43843.64 13385.44 11056.83 7357.82 31.04
224.26 119.96 117.39 78.16 2.46
21612.01 3849.15 4084.79 2813.74 97.24 500
5381.80 3568.81 1356.94 897.87 179.04 180
7587.01 5472.36 3246.15 1689.79 106.20 35
523.93 478.29 513.19 2029.24 182.34 320
604.86
83.77 55.74 36.36 11.22
2740.37 140.11 210.44 147.44 51.73
47365.55 9915.10 5420.60 3398.43 15.32 160
47852.81 7487.77 1795.05 1708.92 25.67
13671.42 2355.09 813.38 450.69 4.24
2693.99 255.75 328.94 231.34 36.00 65
2802.09
16.31
5.45
5.93 1.42
4322.06 418.22 404.10 264.70 3.82
3365.00 283.82 78.70 42.15 5.84
219.63
7.68
3.04
2.52 4.99 10
6842.66 990.12 1466.69 1167.24 145.91
4548.05 1079.47 1057.32 718.98 30.88 225

11641
1322
288
230
23
2264
537
1376
730
94
329
526
1058
865
231
468
77
77
240
448
195
54
29
289
159
139
95
186
170
900
134
119
46
449
818
36
554
2543
5391
1884
1665
143
630
209
177
36
1180
1338
226
133
107
3645
1281

121.10
122.63
3.05
14.43
21.70
20.81
54.24
34.46
48.63
8.65
17.29
111.68
43.97
9.94
23.91
45.35
7.27
4.27
16.47
10.16
4.95
6.92
21.88
101.27
9.63
202.13
36.05
12.94
61.90
8.09
16.04
7.76
24.79
15.16
18.18
17.85
26.15
30.11
17.74
9.13
12.75
12.18
13.64
6.90
8.49
32.78
59.16
22.77
21.44
24.98
41.48

3
3
3
3
6
3
3
6
3
3
3
3
3
3
3
6
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3

1506
1506
1506
1506
1503
1503
1503
1506
1503
1506
1506
1503
1506
1503
1503
1506
1503
1506
1506
1506
1506
1503
1506
1503
1503
1506
1503
1503
1506
1506
1506
1503
1506
1503
1503
1503
1506
1506

518.59
1931.62
981.54
287.99
971.99
31.24
7073.49
616.23
592.16
583.34
5396.44
1415.15
811.53
1069.84
121.66
4973.53
48.71
4529.23
185.30
218.40
965.06
3117.63
59.85
197.43
2040.51
536.99
51.74
4505.70
630.23
23.40
3623.47
28.05
99.45
217.79
122.48
3162.1
79.08
12234.4

59.34
112.54
424.59
59.85
252.99
-0.19
930.73
89.42
47.78
1241.5
67.58
41.42
150.15
16.06
587.47
7.98
825.49
-5.05
31.72
47.57
430.23
4.87
52.96
203.55
67.26
7.38
347.02
126.13
3.89
614.22
3.63
8.08
16.86
13.58
571.42
8.39
4092.1

60.67
88.93
199.12
35.12
219.48
0.96
573.03
49.17
61.26
88.57
386.71
77.73
29.96
149.31
14.89
735.34
9.49
322.52
-9.40
11.89
32.99
386.07
1.95
5.12
82.52
30.73
6.13
288.02
21.13
1.55
678.76
2.27
6.39
5.76
13.71
556.75
8.51
2970.3

39.50
57.45
135.36
20.36
144.38
0.96
331.63
47.47
44.64
69.88
146.86
55.48
19.58
102.26
14.24
544.04
5.87
202.52
1.00
7.70
21.85
307.48
1.42
4.36
48.23
19.14
4.27
229.97
12.38
0.01
455.18
0.86
4.90
4.56
8.63
403.80
5.81
1978.4

3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3

1506
1506
1506
1506
1506
1503
1506
1506
1503
1503
1503
1506
1506
1503
1506
1506

5613.5
1646.21
2211.7
163.35
159.64
613.95
12243.7
11659.2
3598.89
491.32
1279.33
1121.19
894.07
58.36
1095.33
1128.54

1061.2
1089.9
1589.6
151.19
24.59
62.66
2201.9
1704.2
676.40
30.73
149.55
125.22
72.62
1.63
-45.75
281.82

1497.9
422.43
925.15
152.90
19.54
94.20
1602.2
189.48
244.49
72.90
169.00
122.46
17.50
0.72
79.76
289.36

1014.8
275.63
466.90
613.16
12.82
68.91
1052.2
129.72
112.72
58.44
168.85
77.30
11.44
0.60
60.70
195.32

2.00
2.00

1.00
2.00
2.00
2.00
2.00
1.00
2.00
2.00

1.00

1.00
1.00
5.00
1.00
2.00
2.00
5.00
1.00
1.00
2.00

5.00
2.00
2.00

2.00

2.00

SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

28

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

BHEL
31.03.15 489.52 140.50
Biocon
31.03.15 100.00 163.48
Birla Corporation 31.03.15 77.01 339.81
Bosch (15m)
31.03.15 31.40 2339.8
BPCL
31.03.15 723.08 311.84
Brigade Enterprises 31.03.15 112.74 120.34
Britannia Industries 31.03.15 23.99 103.50
Brooks Labs
31.03.15 16.19 68.83
BS
31.03.15 43.98 12.57
Butterfly Gandhim. 31.03.15 17.88 125.77
Cadila Healthcare 31.03.15 102.37 207.66
Cairn India
31.03.15 1874.85 314.00
Canara Bank
31.03.15 475.20 556.68
Can Fin Homes
31.03.15 26.62 289.81
Cantabil Retail
31.03.15 16.33 44.35
Carborundum Univ. 31.03.15 18.82 57.72
CARE
31.03.15 28.99 124.32
Castrol India
31.12.14 247.30 10.04
CCL Products
31.03.15 26.61 31.69
Central Ba. of India 31.03.15 1658.27 94.33
Centum Electronics 31.03.15 12.57 133.77
Century Enka
31.03.15 21.85 323.75
Century Plyboards 31.03.15 22.25 17.35
Cera Sanitaryware 31.03.15
6.50 270.54
Cesc
31.03.15 133.00 543.53
Chaman Lal Setia 31.03.15
9.43 70.97
Chennai Petro.
31.03.15 149.00 111.08
Cheviot Co.
31.03.15
4.51 642.95
Cholamandalam Inv. 31.03.15 143.73 186.07
City Union Bank 31.03.15 59.66 45.18
CMC
31.03.15 30.30 447.25
Coal India
31.03.15 6316.36 63.89
Colgate Palmolive 31.03.15 13.60 56.64
Container Corpo. 31.03.15 194.97 391.63
Coromandel Inter. 31.03.15 29.13 75.59
Corporation Bank 31.03.15 167.54 125.16
Cox & Kings
31.03.15 84.66 150.42
Cummins India
31.03.15 55.44 104.13
CYIENT
31.03.15 56.18 164.12
Dabur India
31.03.15 175.65 19.10
Danlaw Tech.
31.03.15
3.72 64.17
DB Corp
31.03.15 183.65 70.14
DCB Bank
31.03.15 282.01 54.39
DCM Shriram
31.03.15 32.64 113.88
Dena Bank
31.03.15 561.15 118.96
Dewan Hsg Fin Cor 31.03.15 145.68 318.22
Dr. Reddys Labs
31.03.15 85.19 653.26
Eicher Motors
31.12.14 27.10 928.36
E.I.D. - Parry (I)
31.03.15 17.58 126.39
EIH
31.03.15 114.31 41.80
Electrosteel Cast. 31.03.15 35.70 55.01
Elecon Engineering 31.03.15 21.79 49.16
Elgi Equipments 31.03.15 15.85 31.13
Emami
31.03.15 22.70 54.21
Engineers India
31.03.15 168.47 78.11

30147.52
3089.81
3209.89
12085.48
242598.50
1310.83
7858.42
85.21
1904.93
531.82
8651.34
14646.20
48300.29
817.03
138.68
2050.17
257.21
3392.30
880.57
28303.01
488.00
1218.53
1564.81
821.67
6189.00
510.57
41865.96
267.00
3688.50
3102.96
2513.49
74120.07
3981.94
5573.70
11306.43
21038.91
2569.09
4405.80
2735.93
7827.20
11.36
2009.51
1588.14
5639.18
11484.82
5981.64
14818.89
8738.32
13952.64
1689.16
2153.78
1328.89
1314.27
2217.25
1741.25

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1447.36
474.89
148.15
1432.91
6750.89
283.86
719.43
5.77
235.97
32.28
1468.46
5953.16
6950.37
747.74
7.96
163.06
157.11
680.60
144.42
3559.12
82.51
72.92
219.44
102.07
1206.00
35.03
-375.36
20.54
665.57
692.65
335.98
15015.6
747.22
923.83
748.91
3027.45
813.20
655.33
329.54
1201.43
0.78
474.11
277.45
288.53
1330.28

2187.29
624.13
212.88
1955.85
7690.47
172.48
949.59
10.35
105.89
4.22
1445.53
5109.09
3497.63
137.45
2.57
220.41
199.38
726.30
133.82
890.40
86.59
62.62
179.80
100.93
883.00
29.72
-742.39
42.32
666.23
521.02
331.42
21583.9
780.39
1294.57
591.98
475.46
233.65
937.39
445.55
1319.36
2.64
492.26
208.03
228.36
67.66
943.04
2816.26
992.62
455.28
145.06
96.34
33.93
68.39
592.45
476.97

1452.38
497.43
175.44
1337.65
4806.57
95.23
688.64
9.47
68.58
2.83
1150.59
4479.60
2702.63
86.24
2.89
132.60
140.33
474.50
93.98
606.45
43.35
36.57
150.82
67.66
698.00
20.08
-38.99
34.58
444.14
395.02
277.12
13726.7
558.98
1047.55
401.79
584.26
91.78
785.85
353.20
1065.83
1.88
316.34
191.18
210.80
265.48
621.29
2217.86
615.36
116.79
67.03
72.67
16.34
48.10
485.61
312.71

2628.60
894.96
767.41
183.22
210.84
98.18
51.82
505.77
204.14

5.93
24.87
22.78
426.00
66.47
8.45
57.41
5.85
1.56
1.58
56.20 240
23.89 90
56.87 105
32.40
1.77
7.05
48.41 80
9.59
7.06
3.66
34.49
16.74
6.78
52.05 125
52.48
21.29
76.67
30.90
6.62 110
91.46 275
21.73 207
41.10 2400
53.73
13.79
6.97 70
5.42
28.35 700
31.43
6.07 200
5.05
17.23
6.78
12.92
4.73
42.65
130.17 400
227.07
6.64
1.17
2.04
1.50
3.03 100
21.39 700
9.28 100

262 44.18 3 1503 12368.4 1399.7 1379.0 888.35 2.00


478 19.22 3 1506 832.99 154.38 173.48 126.24 5.00
520 22.83 3 1503 797.15 8.12 35.25 28.46
25393 59.61 3 1503 2388.86 324.53 443.00 287.45
887 13.34 3 1503 51346.1 3796.9 4239.9 2852.9
146 17.28 3 1503 301.86 74.43 47.20 29.74
3294 57.38 3 1506 2018.6 261.08 278.40 189.66 2.00
83 14.19 3 1503 23.51 1.77 2.72 2.34
29 18.59 3 1503 535.18 71.39 36.17 22.56 1.00
176 111.39 3 1506 234.43 12.71 6.18 4.17
2002 35.62 3 1503 2288.23 420.33 425.82 350.38 5.00
152 6.36 3 1506 2627.1 413.81 975.75 834.98
342 6.01 3 1506 12252.6 2003.6 643.84 478.84
803 24.78 3 1506 242.53 223.40 50.69 32.10
66 37.29 3 1506 31.70 2.36 1.30 1.24
172 24.40 3 1506 495.79 56.57 57.45 33.25 1.00
1254 25.90 3 1506 48.44 23.09 26.02 17.49
480 50.05 6 1506 1722.80 446.40 504.60 331.20 5.00
238 33.71 3 1506 219.65 41.80 39.84 30.22 2.00
105 28.69 3 1503 7321.50 877.62 260.45 174.29
781 22.64 3 1503 124.28 18.03 21.71 13.71
240 14.34 3 1506 303.29 30.74 20.55 13.63
188 27.73 3 1506 370.92 56.68 44.75 39.69 1.00
2081 39.98 3 1506 194.26 24.56 24.00 15.67 5.00
566 10.79 3 1506 1704.00 295.00 200.00 152.00
184 8.64 3 1506 130.74 16.04 15.42 10.18
240
- 3 1503 8823.95 435.16 364.57 364.57
609 7.94 3 1503 89.59 8.99 18.71 15.43
663 21.46 3 1506 986.70 171.60 171.77 111.10
99 14.95 3 1503 793.64 178.82 131.58 99.08 1.00
2115 23.12 3 1506 672.24 77.84 86.73 56.28
356 16.38 3 1503 21339.6 5266.8 6991.4 4238.6
1992 48.47 3 1506 190.15 176.55 153.98 114.28 1.00
1626 30.26 3 1506 1420.85 197.19 277.00 206.90
221 16.03 3 1506 2181.18 66.20 21.73 14.47 1.00
53 7.60 3 1503 5385.28 965.37 38.87 45.07
258 47.60 3 1503 489.62 143.24 96.86 64.57 5.00
1180 41.62 3 1503 1133.51 156.83 221.97 190.44 2.00
561 17.85 3 1506 726.31 73.93 98.83 74.83 5.00
297 48.93 3 1506 2069.49 289.11 325.27 261.11 1.00
42 8.32 3 1506
3.84 1.14 1.47 1.05
318 18.46 3 1506 473.36 101.06 105.75 66.46
139 20.50 3 1503 425.12 68.00 53.69 62.95
124 9.60 3 1506 1805.9 155.19 139.37 122.62 2.00
45 9.51 3 1506 2914.87 226.30 -98.45 15.16
500 11.72 3 1503 1582.48
251.08 162.28
4231 32.50 3 1506 3757.8 771.17 797.72 625.65 5.00
21236 93.52 6 1506 5484.70 641.41 678.94 417.12
143 21.54 3 1503 3685.04 241.19 190.81 137.56 1.00
116 99.15 3 1503 392.73 76.97 77.24 47.91 2.00
23 11.27 3 1506 479.03 45.53 17.10 11.88 1.00
81 54.00 3 1503 175.96 27.10 32.37 22.79 2.00
146 48.18 3 1506 326.51 21.04 20.34 13.73 1.00
1314 61.43 3 1506 589.87 77.19 91.34 87.75 1.00
211 22.74 3 1503 488.54 88.81 168.49 108.87 5.00
SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

29

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Entertainment Net. 31.03.14 47.67 121.72


Equitas Micro Fin. 31.03.15 198.75 19.12
Esab India
31.12.14 15.39 173.66
Essar Oil
31.03.15 1450.00 26.87
Ester Industries
31.03.15 31.32 41.93
Eveready Ind.
31.03.15 36.34 85.96
Exide Industries
31.03.15 85.00 47.44
Federal Bank
31.03.15 171.33 90.27
Finolex Cables
31.03.15 30.59 82.69
Finolex Industries 31.03.15 124.10 63.45
Firstsource Sol.
31.03.15 666.29 31.35
Forbes & Co.
31.03.15 12.90 104.84
Force Motors
31.03.15 13.18 999.15
Fortis Malar Hosp. 31.03.15 18.61 48.61
Foseco India
31.12.14
6.39 153.18
GAIL
31.03.15 1268.48 229.56
Gallantt Ispat
31.03.15 28.24 115.67
GATI
31.03.15 17.50 62.03
G E Shipping
31.03.15 150.78 492.81
Geojit BNP Paribas 31.03.15 23.14 20.24
Geometric
31.03.15 12.89 63.28
GHCL
31.03.15 100.02 69.49
GIC Housing Fin. 31.03.15 53.85 122.63
Ginni Filaments
31.03.15 70.65 19.39
Glaxosmith. Con. 31.03.15 42.06 502.39
Glaxosmith. Ph.(15m) 31.03.15 84.70 218.61
Global Spirits
31.03.15 28.80 123.29
GMR Infrastruct. 31.03.15 436.13 10.87
Godrej Consumer 31.03.15 34.04 126.64
Godrej Industries 31.03.15 33.59 96.08
Granules India
31.03.15 20.43 21.10
Graphite India
31.03.15 39.08 89.37
Grasim Industries 31.03.15 91.87 2512.3
Greaves Cotton
31.03.15 48.84 33.41
Greenply Industries 31.03.15 12.07 200.15
Gruh Finance
31.03.15 72.68 19.58
Gujarat Alkalies
31.03.15 73.44 290.94
Gujarat Ambuja Ex 31.03.15 27.67 59.70
Gujarat Gas Co.
31.03.15 25.65 121.42
Guj. Fluorochem. 31.03.15 10.99 380.31
Guj. Ind. Power
31.03.15 151.25 121.43
Guj. Pip. Port (15m) 31.03.15 483.44 37.04
Guj State Fertilizers 31.03.15 79.70 112.03
Guj. State Petronet 31.03.15 562.98 67.14
Gulf Oil Lubricants 31.03.15
9.91 188.80
GVK Power & Infra 31.03.15 157.92 12.28
Hatsun Agro Prod. 31.03.15 10.87 20.37
HBL Power Syst. 31.03.15 25.30 23.23
HDFC
31.03.15 314.94 286.22
HDFC Bank
31.03.15 501.30 247.39
HDIL
31.03.15 419.00 257.87
HEG
31.03.15 39.96 235.42
Heritage Foods (I) 31.03.15 23.20 83.16
Hester Biosciences 31.03.15
8.51 50.56
HIL
31.03.15
7.49 575.87

O.P.
(Cr.)

384.81
93.08
437.98 113.09
445.26
30.51
83206.00 4321.00
896.27
39.03
1278.92
91.70
6883.73 777.67
8297.77 1627.79
2449.09 195.07
2476.15 154.69
3034.65 308.58
287.38
2.15
2363.72
65.72
117.93
4.82
263.36
34.54
56741.98 3721.94
563.46
40.21
1648.11 106.07
3438.03
304.67
98.95
1105.30
99.78
2373.61 446.65
732.74 153.70
851.77
60.45
4307.50 667.99
3287.58 601.84
585.67
20.01
11087.68 742.11
8276.36 1277.78
9230.51 388.39
1292.92 155.96
1710.66
93.21
32847.34 3581.24
1688.70 152.70
1564.25 157.85
1060.32
1948.12 175.86
2531.30 103.72
2512.93 372.35
5340.81 800.07
1214.72 302.76
867.03
417.88
5324.57
489.98
1064.60
726.14
967.48
124.57
3049.65
34.11
2933.09
104.28
1330.07
94.41
48315.69 10042.3
57466.25 17404.47
1022.47
790.59
1240.52
120.71
2072.97
48.04
90.03
20.87
1107.79
85.02

PBT
(Cr.)

115.62
104.13
35.18
1521.00
4.88
62.00
798.49
1521.04
263.14
80.78
244.02
-0.58
124.94
11.67
37.74
4284.36
30.18
75.77
798.13
119.55
115.95
256.83
153.70
12.86
889.14
748.63
10.30
-2806.41
1248.72
518.79
127.96
106.88
3443.35
108.74
138.78
300.84
215.48
97.76
452.02
825.63
249.49
387.28
573.91
663.57
116.04
-1277.70
47.36
25.32
10116.6
15328.72
297.80
44.32
39.29
19.45
91.95

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

83.62
68.55
25.02
1527.00
3.84
49.03
545.87
1005.75
198.66
47.78
234.32
-0.58
101.36
7.66
24.59
3039.17
27.11
41.21
748.24
77.35
55.15
183.19
102.96
7.78
583.60
471.65
7.07
-2733.29
907.12
402.47
90.91
57.59
1743.8
81.53
121.82
203.80
227.86
84.17
313.78
585.24
126.35
387.28
400.50
486.30
77.41
-834.68
39.16
14.62
8762.6
10215.9
218.66
39.00
28.36
14.58
66.86

17.54
3.45
16.26
10.53
0.61
6.75
6.42
11.74
12.99
3.85
3.52
76.90
4.12
38.48
23.96
9.60
4.71
49.62
3.34
8.56
18.32
19.12
1.10
138.75
55.68
2.45
26.65
11.98
4.45
2.95
189.81
3.34
50.46
5.61
31.03
6.08
24.47
53.25
8.35
8.01
10.05
8.64
15.62
3.60
0.58
55.65
40.76
5.22
9.76
12.22
8.57
89.27

110
90
20

50

60

110

22

550
625

175

180
60
100
45

350

110
175
180
750
400

30
200

670 38.20 6 1409 197.63 50.16 65.24


- 6 1503 229.18 59.59 55.46
601 36.96 9 1412 111.50 4.24 7.34
182 17.28 3 1506 16340.0 1560.0 1063.0
30 49.18 3 1506 210.97 14.77 5.76
335 49.63 3 1506 348.16 29.61 22.54
161 25.08 3 1506 1799.53 229.21 232.10
67 5.71 3 1503 2214.28 469.15 429.37
253 19.48 3 1503 658.19 39.76 68.35
274 71.17 3 1503 784.64 54.08 51.74
31 8.81 3 1506 746.94 72.47 62.82
1625
- 3 1506 64.96 2.94 -1.11
2890 37.58 3 1506 640.01 35.01 49.40
49 11.89 3 1503 30.46 1.62 3.41
1440 37.42 3 1506 75.96 12.69 13.09
330 13.77 3 1506 12565.3 736.14 651.14
407 42.40 3 1506 125.40 10.12 8.22
174 36.94 3 1506 416.24 20.88 13.65
405 8.16 3 1503 884.24
141.95
45 13.47 3 1503 77.57 22.28 26.50
144 16.82 3 1506 297.56 18.24 33.28
129 7.04 3 1506 586.86 130.68 75.33
204 10.67 3 1503 198.93 38.13 38.13
31 28.18 3 1503 226.96 15.93 3.11
6247 45.02 3 1503 1215.54 238.92 298.23
3620 65.01 3 1506 628.31 105.09 142.58
68 27.76 3 1503 152.66 7.43 6.80
13
- 3 1503 2912.91 264.62 -886.35
1274 47.80 3 1506 2097.66 291.70 268.56
386 32.22 3 1503 2308.79 91.99 157.68
131 29.44 3 1506 345.94 47.10 40.92
75 25.42 3 1503 415.65 26.62 27.61
3736 19.68 3 1503 8819.6 1131.4 1048.9
144 43.11 3 1506 380.66 51.02 65.68
937 18.57 3 1506 380.85 43.87 36.19
251 44.74 3 1503 304.99
104.89
182 5.87 3 1506 475.15 52.18 56.51
51 8.39 3 1506 610.59 39.28 37.47
- 3 1503 545.57 72.49 91.25
688 12.92 3 1506 1412.76 207.32 150.64
85 10.18 3 1503 247.98 80.86 58.08
200 24.97 3 1506 184.68 74.58 80.42
74 7.36 3 1506 1084.48 131.82 143.16
128 14.81 3 1503 238.71 139.74 125.06
- 3 1506 230.42 33.03 31.10
9
- 3 1503 846.30 212.08 -128.93
404 112.22 3 1506 867.11 53.07 37.97
46 79.31 3 1503 345.01 33.46 17.94
1256 22.57 3 1506 11436.2 2449.2 2453.6
1082 26.55 3 1506 16502.9 4849.9 4121.9
78 14.94 3 1503 156.45 160.97 45.94
178 18.24 3 1503 290.03 18.03 6.76
414 33.88 3 1506 578.45 19.56 16.88
727 84.83 3 1506 24.52 6.83 5.64
781 8.75 3 1506 403.92 59.37 59.48

47.65
36.68
5.10
1063.0
3.84
15.89
155.20
280.53
46.86
27.68
56.41
-1.11
35.76
2.24
8.57
424.14
7.70
7.83
136.97
17.26
19.13
61.33
26.66
1.55
196.78
93.28
3.57
-891.90
199.23
138.96
27.15
14.21
506.68
43.34
26.70
74.06
43.99
24.85
62.67
73.82
15.97
80.42
100.90
67.10
20.47
-108.66
28.69
8.70
2204.3
2695.7
31.89
4.01
10.72
4.66
39.27

5.00
5.00
1.00
2.00
2.00

2.00
1.00
2.00

1.00
1.00
1.00
1.00
2.00
2.00
5.00
2.00
2.00
2.00
1.00

2.00
2.00
1.00
1.00
1.00
2.00
2.00

SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

32

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Himachal Futuristic 31.03.15


Himatsingka Seide 31.03.15
Hindalco Industries 31.03.15
Hind. Unilever
31.03.15
Hindustan Zinc
31.03.15
Hitech Gears
31.03.15
HPCL
31.03.15
HSIL
31.03.15
ICICI Bank
31.03.15
ICRA
31.03.15
IDBI Bank
31.03.15
Idea Cellular
31.03.15
IDFC
31.03.15
IFB Agro Industries 31.03.15
IFB Industries
31.03.15
IFMR Capital
31.03.15
Igarashi Motors
31.03.15
IIFL Holdings
31.03.15
Indiabulls Housing 31.03.15
Indiabulls Ven.
31.03.15
Indiabulls Whole. 31.03.15
India Cements
31.03.15
India Motor Parts 31.03.15
Indian Bank
31.03.15
Indian Metals & Fe. 31.03.15
Indian Over. Bank 31.03.15
Indian Terrain
31.03.15
Indraprastha Gas
31.03.15
Indraprastha Medic. 31.03.15
Indusind Bank
31.03.15
Infinite Computer 31.03.15
Info Edge (India)
31.03.15
Infosys
31.03.15
Inox Wind
31.03.15
Insectides (India) 31.03.15
International Paper 31.03.15
Internat. Travel Ho. 31.03.15
Intrasoft Tech.
31.03.15
IPCA Laboratories 31.03.15
ITC
31.03.15
J & K Bank
31.03.15
Jagran Prakashan 31.03.15
Jamna Auto Inds. 31.03.15
Jayant Agro-Org.
31.03.15
Jindal Drill & Ind. 31.03.15
Jindal Poly Films 31.03.15
Jindal Saw
31.03.15
Jindal Steel & Pow. 31.03.15
JK Cement
31.03.15
JK Lakshmi Cem. 31.03.15
JK Paper
31.03.15
JK Tyre & Ind.
31.03.15
JM Financial
31.03.15
Jocil
31.03.15
JSW Energy
31.03.15

123.94
49.23
206.52
216.35
845.06
18.77
338.63
14.46
1159.66
10.00
1603.96
3597.84
1592.78
9.37
41.28
78.37
30.61
62.05
71.11
52.24
10.14
307.18
8.32
480.29
25.98
1235.35
7.19
140.00
91.67
529.45
40.16
120.22
572.00
221.92
12.68
39.77
7.99
14.73
25.24
801.55
48.49
63.45
39.62
7.50
14.49
42.05
58.01
91.49
69.93
58.85
136.62
45.36
78.37
8.88
1640.05

7.52
81.75
185.59
17.21
102.60
96.79
401.96
183.00
138.70
428.78
141.24
64.00
108.46
236.53
93.32
28.11
81.98
82.44
186.52
12.20
173.56
100.17
257.02
261.46
332.14
116.48
175.80
149.87
21.25
193.66
197.08
117.71
478.70
62.72
230.72
104.11
181.86
53.98
176.97
39.52
126.01
35.75
45.42
146.79
279.30
401.94
145.69
229.99
235.46
113.67
56.73
61.77
31.11
166.96
45.84

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

2551.08
212.56 189.91 189.89 1.53
1940.57
169.87 91.45 95.44 9.69
104281.1 5354.01 340.23 854.21 4.14 100
30805.62 4921.55 6187.42 4315.26 19.95
14788.39 6775.39 9570.12 8178.00 19.35 220
431.93
27.32 26.30 18.42 9.81
216594.1 2204.95 2234.58 1498.58 44.25 245
1980.62
207.49 133.54 85.44 11.82 175
61267.27 19719.91 15819.92 11175.4 19.27 250
321.91
89.28 100.43 65.45 65.45
32161.62 5728.10 1287.33 873.39 5.45
31570.89 5508.05 4932.53 3192.91 8.87
9639.82 7921.24 2346.14 1706.95 10.72
595.05
21.79 25.91 15.57 16.62
1261.50
45.93 59.27 49.73 12.05
151.79
51.48 49.79 38.23 4.88
385.08
60.25 71.65 48.95 15.99
3653.69 2145.03 723.86 447.33 14.42
6449.30 5613.67 2472.53 1901.10 53.47
335.36 181.83 194.09 150.64 5.77
207.34
26.79 14.76 17.75 3.50
5082.66 482.21
4.35 -3.31
511.97
33.98 43.51 31.00 37.26 140
17216.30 3013.72 1468.63 1005.17 20.93
1344.79 119.18 33.34 11.98 4.61
26076.93 3322.34 111.43 -454.33
290.41
30.60 22.75 17.98 25.01
3680.99 644.32 649.04 437.73 31.27 60
713.39
56.68 49.55 32.49 3.54
12095.84 3098.22 2709.17 1793.72 33.88 40
1737.43 138.53 144.16 112.89 28.11
733.17
-25.33 59.56 24.06 2.00
53319.00 13832.0 17258.00 12329.00 107.77 1190
2709.93 437.08 389.13 296.42 13.36
964.19
96.89 64.17 54.85 43.26 25
1144.17
28.82
-6.31
0.25 0.06
180.63
23.46 26.21 18.38 23.00
343.33
3.50
6.85
5.96 4.05
3085.14 343.33 357.73 256.11 20.29 50
38834.81 13173.66 14362.05 9663.17 12.06 625
7655.10 1835.83 820.31 508.60 10.49 210
1769.76 347.02 338.02 307.97 9.71
1095.01
63.39 47.38 29.38 7.42 22
1580.72
46.13 10.75 10.69 7.13
444.86
30.23 59.35 40.73 14.05 10
7286.89 419.14 232.75 181.75 43.22
6601.30 623.29 410.26 262.53 9.05
19400.29 2750.63 -1542.75 -1278.12
3348.59 318.65 159.15 156.92 22.44
2315.54 237.97 109.47 102.94 8.75
2158.83 254.34 -51.03 -12.74
7327.85 772.99 485.55 329.66 14.54 75
1392.38 926.45 516.91 330.52 4.22 135
330.52
18.37 19.68 13.11 14.76
9380.16 2833.65 1892.07 1349.51 8.23 20

15 9.80 3 1506 625.37 81.36 112.39 112.39 1.00


206 21.26 3 1506 468.51 64.08 41.86 40.79 5.00
86 20.77 3 1503 9371.6 610.11 227.37 159.53 1.00
876 43.91 3 1506 8105.1 1431.5 1549.8 1059.1 1.00
141 7.29 3 1506 3630.17 1487.4 2049.5 1920.8 2.00
327 33.33 3 1503 107.18 8.70 9.06 6.99
877 19.82 3 1503 44615.5 2959.3 3283.9 2162.4
292 24.70 3 1503 558.91 74.97 57.52 39.80 2.00
305 15.83 3 1506 15802.5 5037.8 4082.4 2976.2 2.00
4197 64.13 3 1503 93.09 31.64 34.55 23.02
70 12.84 3 1503 9382.4 2489.2 771.26 545.94
161 18.15 3 1506 8798.35 1712.5 1433.3 930.83
142 13.25 3 1506 2225.86 1921.1 402.56 254.21
355 21.36 3 1506 154.44 10.54 11.18 7.31
528 43.82 3 1506 352.00 10.53 13.54 10.54
- 6 1503 91.78 36.19 35.22 27.03
681 42.59 3 1506 108.66 20.70 23.99 15.62
195 13.52 3 1506 961.16 589.57 187.69 107.65 2.00
800 14.96 3 1506 1828.96 1635.3 692.25 511.27 2.00
33 5.72 3 1506 96.11 54.52 32.32 27.31 2.00
12 3.43 3 1503 49.57 5.03 -4.30 2.38 2.00
84
- 3 1503 1043.10 141.28 36.60 36.60
722 19.38 3 1506 128.91 8.32 9.26 6.16
149 7.12 3 1506 4494.5 708.64 300.57 215.28
146 31.67 3 1503 403.19 49.51 34.24 13.15
39
- 3 1506 6672.11 556.31 -107.26 14.76
654 26.15 3 1503 68.97 7.42 6.37 4.00
486 15.54 3 1503 916.79 138.46 141.32 95.88
65 18.36 3 1503 176.04 12.87 11.80 7.57
957 28.25 3 1506 3447.84 922.72 799.39 525.04
202 7.19 3 1503 424.58 12.05 11.75 10.20
830 415.00 3 1503 173.34 50.84 106.09 82.18
1176 10.91 3 1506 14354.0 3447.0 4205.0 3030.0 5.00
401 30.01 3 1506 635.83 80.09 68.72 50.50
507 11.72 3 1503 160.84 9.87 4.25 6.18
367
3 1506 299.08 20.05 11.28 8.03
273 11.87 3 1506 50.70 7.31 9.13 5.98
494 121.98 3 1506 118.00 0.46 1.41 1.22
845 41.65 3 1506 757.97 40.08 27.13 18.89 2.00
317 26.29 3 1506 8587.70 3127.6 3432.2 2265.4 1.00
102 9.72 3 1503 2023.50 575.46 194.70 101.61 1.00
143 14.73 3 1506 481.15 111.70 113.03 179.97 2.00
219 29.51 3 1503 342.04 28.38 24.82 15.31
111 15.57 3 1506 347.48 14.74 7.62 4.13 5.00
142 10.11 3 1503 116.53 11.06 19.55 11.88 5.00
431 9.97 3 1503 612.92 80.32 100.68 54.36
77 8.51 3 1506 1912.22 194.06 154.70 104.22 2.00
74
- 3 1503 4525.59 88.90 -677.61 -519.30 1.00
654 29.14 3 1506 813.72 50.87 -1.11 0.16
369 42.17 3 1503 578.15 44.45 4.90 6.05 5.00
41
- 3 1506 585.35 100.10 24.14 16.78
117 8.05 3 1506 1759.91 253.78 183.47 118.12
52 12.32 3 1506 382.80 265.56 145.83 72.35 1.00
148 10.03 3 1506 112.39 6.47 6.81 4.45
75 9.11 3 1506 2106.99 618.85 423.91 277.45
SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

33

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

JSW Holdings
31.03.15
11.10
JSW Steel
31.03.15 241.72 919.60
Justdial
31.03.15
70.49 95.52
Jyothy Laboratories 31.03.15
18.10 43.08
Kajaria Ceramics 31.03.15
15.89 93.26
Kalyani Steels
31.03.15
21.83 109.00
Kanoria Chemicals 31.03.15
21.85 112.05
Karnataka Bank
31.03.15 188.46 179.83
Karur Vysya Bank 31.03.15 121.63 349.09
Kaveri Seed Co.
31.03.15
13.78 109.37
K.C.P.
31.03.15
12.89 42.20
KEC International 31.03.15
51.42 51.72
Kewal Kiran Cloth. 31.03.15
12.33 259.38
Kirloskar Brothers 31.03.15
15.88 100.29
Kirloskar Ferrous 31.03.15
68.65 33.14
Kirloskar Pneumat. 31.03.15
12.84 236.02
Kitex Garments
31.03.15
4.75 55.55
Kotak Mah. Bank 31.03.15 386.18 183.09
KPR Mill
31.03.15
37.68 246.87
KSE
31.03.15
3.20 224.41
La Opala RG
31.03.15
11.10 33.40
Lakshmi Mach. Wo. 31.03.15 11.27 1137.37
Lakshmi Mills
31.03.15
6.96 507.90
Lakshmi Vilas Bank 31.03.15 179.17 82.47
Larsen & Toubro
31.03.15 185.91 439.93
L&T Finance Hold. 31.03.15 1720.29 37.07
LIC Housing Fin. 31.03.15 100.93 154.93
LT Foods
31.03.15 26.45 174.94
Lumax Auto Tech. 31.03.15 13.63 165.77
Lumax Industries 31.03.15
9.35 177.03
Lupin
31.03.15 89.90 197.42
Lycos Internet
31.03.15 95.25 32.12
Mac Charles
31.03.15 13.10
Madhucon Projects 31.03.15
7.38
Magma Fincorp
31.03.15 38.09 86.90
Magna Electro Cast. 31.03.15
4.58 89.34
Maharashtra Scooter 31.03.15 11.43 220.70
Maharashtra Seam. 31.03.15 33.50 337.10
M & M Finan. Ser. 31.03.15 112.83 105.34
Mahindra Holidays 31.03.15 88.03 83.03
Maithan Alloys
31.03.15 14.56 221.50
Manali Petrochem. 31.03.15 86.03 14.23
Mangalam Cement 31.03.15 26.69 192.15
Mangalam Drugs 31.03.15 13.18 22.28
Mangalore Chem. F 31.03.15 118.55 49.20
Marico
31.03.15 64.50 28.29
Maruti Suzuki Ind. 31.03.15 151.04 694.45
MBL Infrastructure 31.03.15 20.73 316.69
MCX
31.03.15 51.00 235.72
MIC Electronics
31.03.15 23.78 25.47
Mindteck (India)
31.03.15 24.65 66.03
Mindtree
31.03.15 83.70 240.43
Mirza International 31.03.15 18.54 33.71
MM Forgings
31.03.15 12.07 197.12
Motherson Sumi 31.03.15 88.19 37.58

49.36
52971.51
589.80
1514.83
2186.89
1226.62
337.79
5205.41
5976.71
1161.23
1187.11
8467.80
408.32
1625.71
1365.09
443.85
511.10
11748.32
2565.75
900.21
223.33
2488.17
221.30
2498.56
92004.58
6196.23
10669.35
2778.61
837.17
1142.56
12770.01
1957.00
67.33
2038.06
2353.63
105.06
6.95
1354.66
6021.14
794.85
1106.51
733.13
921.85
220.66
2578.78
5732.98
49970.64
1961.79
222.49
158.55
319.15
3561.90
918.99
502.53
35031.89

O.P.
(Cr.)

PBT
(Cr.)

46.27
5967.80
141.69
130.46
298.25
136.08
19.45
723.27
943.29
294.76
118.49
423.69
92.77
35.58
98.54
11.90
147.41
2997.46
283.28
54.25
55.74
210.94
9.51
365.72
8710.75
4457.50
1972.64

46.27
2539.11
190.54
124.52
270.33
124.02
15.63
542.36
462.78
310.00
81.12
261.06
98.09
5.53
71.85
22.53
141.67
2832.96
223.38
63.89
55.76
301.13
2.83
188.21
7217.24
1174.82
2101.94
111.30
67.78
14.27
3414.83
521.99
25.96
88.06
223.49
8.37
54.76
128.97
1399.87
126.84
66.41
69.53
18.99
6.01
18.29
821.66
4868.20
118.76
170.05
0.03
27.81
690.80
78.73
68.66
1817.15

47.42
23.15
3184.89
530.34
26.04
456.21
1424.08
10.24
-8.15
74.75
4003.10
114.39
82.46
64.64
56.82
16.24
130.49
785.72
4242.64
216.75
61.64
2.94
28.07
607.40
118.02
75.39
2282.02

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

36.71
1796.57
138.89
121.12
175.60
83.31
15.29
451.45
464.28
300.96
67.44
160.99
66.25
8.49
49.28
17.93
98.52
1865.98
173.57
43.63
41.74
219.66
4.29
132.29
4764.82
854.68
1386.19
72.49
44.98
16.57
2403.24
342.22
17.54
-3.54
180.67
5.43
54.76
91.56
912.91
79.02
52.62
43.99
17.92
6.14
37.54
573.46
3711.22
81.59
125.05
1.81
19.20
536.30
51.16
50.55
862.47

33.07
74.32 110
19.70
6.69
22.10
19.08
3.50
23.95 50
38.17
43.68 375
5.23 75
6.26
53.73
1.07
3.59
13.96
20.74
24.16
46.06
136.34
7.52 65
194.91 375
61.64
7.38 20
51.26 812.5
4.97
27.47
27.41
33.00
17.72
53.46 375
7.19
13.39
- 10
9.49
11.86
47.91
13.67 100
16.18 200
8.98
36.14
2.56
6.71
4.66
3.17
8.89
122.86 500
39.36
24.52
0.15
7.79
64.07
5.52
41.88
9.78

874 26.43 3 1506


7.29 6.57 6.57 5.15
975 13.12 3 1503 12599.7 784.37 -81.16 62.38
1005 51.02 3 1506 168.62 41.69 48.81 33.17
321 47.98 3 1506 414.34 50.31 52.21 44.58 1.00
740 33.48 3 1506 548.72 76.37 70.22 46.22 2.00
161 8.44 3 1506 301.64 48.00 45.09 28.89 5.00
59 16.86 3 1506 83.45 9.20 6.75 5.82 5.00
138 5.76 3 1506 1348.17 239.02 123.17 109.34
497 13.02 3 1506 1518.50 295.73 178.08 134.58
493 11.29 3 1503 39.95 0.07 4.58 1.25 2.00
78 14.91 3 1503 166.71 24.15 20.08 13.45 1.00
142 22.68 3 1506 1877.96 118.15 50.38 30.39 2.00
2200 40.95 3 1506 92.41 14.26 17.48 11.37
209 195.33 3 1506 368.98 3.39 5.67 7.33 2.00
58 16.16 3 1506 302.88 27.06 21.47 15.32 5.00
485 34.74 3 1503 177.69 22.99 28.07 21.29
756 36.45 3 1506 109.08 24.69 25.82 15.97 1.00
712 29.47 3 1506 4583.9 596.97 291.66 189.78 5.00
783 17.00 3 1506 623.26 84.75 72.95 50.49
898 6.59 3 1503 220.60 18.19 18.64 12.00
564 75.00 3 1503 61.34 13.55 13.69 10.64 2.00
3536 18.14 3 1503 656.02 49.81 75.62 67.26
2434 39.49 3 1506 53.01 3.61 1.72 1.52 100.0
89 12.06 3 1506 693.06 109.57 49.26 40.26
1815 35.41 3 1506 20252.2 1667.9 1218.62 606.19 2.00
70 14.08 3 1506 1717.63 1218.9 275.24 192.46
494 17.98 3 1506 2945.89 559.45 579.02 382.13 2.00
183 6.68 3 1503 715.21
29.84 21.64
277 8.39 3 1506 219.73 12.58 12.85 8.23
516 29.12 3 1506 318.01 17.49 14.83 11.36
1795 33.58 3 1506 3150.23 715.94 789.11 525.02 2.00
31 4.31 3 1503 444.88 120.94 128.10 77.34 2.00
204 15.24 3 1503 21.45 8.45 8.42 5.69
74
- 3 1503 300.95 60.31 20.50 16.20 1.00
92 9.69 3 1506 606.17 353.79 57.22 45.22 2.00
120 10.12 3 1506 24.22 2.23 1.81 1.41
1086 22.67 3 1506
2.31 -1.10 1.96 1.96
163 11.92 3 1503 364.74 17.35 46.64 30.14 5.00
264 16.32 3 1506 1504.65 854.58 169.82 107.42 2.00
325 36.19 3 1506 227.38 35.00 38.51 25.06
96 2.66 3 1503 208.66 7.60 7.60 10.04
32 12.50 3 1503 196.73 12.16 14.20 8.92 5.00
246 36.66 3 1503 238.67 11.35 1.77 2.72
93 19.96 3 1506 69.59 5.37 3.75 3.05
55 17.35 3 1503 666.60 70.01 42.58 34.06
432 48.59 3 1503 1226.25 151.23 164.31 110.04 1.00
4672 38.03 3 1506 13424.9 1517.5 1670.5 1192.9 5.00
262 6.66 3 1503 555.29 56.58 30.64 14.02
1089 44.41 3 1503 58.97 27.04 65.99 49.30
26 173.33 3 1503 45.33 7.65 12.21 13.81 2.00
80 10.27 3 1503 77.43 4.70 4.50 3.29
1433 22.37 3 1506 981.60 140.70 178.10 138.20
138 25.00 3 1506 249.61 37.04 27.67 18.02 2.00
671 16.02 3 1506 124.15 17.79 16.67 12.92
338 34.56 3 1503 9474.3 706.77 628.55 340.10 1.00
SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

34

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Mphasis
31.03.15
MPS
31.03.15
MRPL
31.03.15
Muthoot Finance 31.03.15
Nabha Power
31.03.15
Nahar Spinning Mi 31.03.15
Nandan Denim
31.03.15
Natco Pharma
31.03.15
National Alumin. 31.03.15
National Buildings 31.03.15
Nava Bharat Vent. 31.03.15
NCC
31.03.15
Nectar Lifesciences 31.03.15
Neyveli Lignite Co. 31.03.15
NHPC
31.03.15
NIIT Technologies 31.03.15
Nitin Spinners
31.03.15
Novartis India
31.03.15
NTPC
31.03.15
Oberoi Realty
31.03.15
OCL India
31.03.15
Oil Country Tub. 31.03.15
Omkar Speciality 31.03.15
ONGC
31.03.15
Oracle Fin. Serv. S 31.03.15
Orient Cement
31.03.15
Oriental Bank of Co. 31.03.15
Oriental Carbon
31.03.15
Ortel Communicat. 31.03.15
Page Industries
31.03.15
PC Jeweller
31.03.15
Pennar Industries 31.03.15
Persistent Systems 31.03.15
Petronet LNG
31.03.15
Pfizer
31.03.15
PI Industries
31.03.15
Pincon Spirit
31.03.15
Piramal Enterprises 31.03.15
Piramal Glass
31.03.15
Pitti Laminations 31.03.15
PNB Gilts
31.03.15
PNB Housing Fin. 31.03.15
Poddar Pigments 31.03.15
Pokarna
31.03.15
Power Fin. Corp. 31.03.15
Power Grid Corp. 31.03.15
Praj Industries
31.03.15
Premier Explosives 31.03.15
Pressman Adv.
31.03.15
Prestige Estates
31.03.15
PTC India
31.03.15
PTC India Financ. 31.03.15
Punjab & Sind Bank 31.03.15
Punj. Nat. Bank
31.03.15
Puravankara Proj. 31.03.15

210.15
18.62
1752.60
397.97
2325.00
18.03
45.55
33.23
1288.62
120.00
17.86
111.19
22.43
1677.71
11070.7
61.04
45.83
15.98
8245.46
328.24
11.38
44.29
20.58
4277.76
42.31
20.49
299.85
10.31
30.37
11.15
179.10
60.17
80.00
750.00
45.75
13.66
10.02
34.51
80.92
13.49
180.01
103.85
10.61
6.20
1320.04
5231.59
35.49
8.86
4.70
375.00
296.01
562.08
400.41
370.91
118.58

260.76
137.55
29.85
127.74
10.32
210.84
56.82
254.60
49.65
111.53
325.88
60.87
42.71
88.64
27.78
167.08
36.44
313.51
99.56
141.19
210.23
55.98
80.40
209.12
407.00
47.61
438.80
236.22
41.85
346.87
111.13
33.41
175.69
75.85
431.26
65.63
55.63
680.15
44.33
43.46
40.05
152.27
89.20
85.55
245.53
73.47
35.06
69.88
9.87
101.88
89.14
25.57
120.17
186.01
95.33

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

5794.81 772.02 937.68 674.64 32.10


223.87
81.24 93.10 61.44 33.00
57122.39 -2674.81 -2295.05 -1852.87
4313.80 3123.38 1027.86 670.52 16.85
3174.24 334.08 240.68 190.43 0.82
2149.61
82.69 14.84 20.21 5.60
1096.53 105.89 71.23 51.38 11.28
825.27 166.11 134.21 134.61 40.51
7382.81 1292.36 2113.42 1321.85 5.13 10
4674.14 285.95 392.84 278.28 23.19 55
1813.82 236.36 233.26 206.04 23.07
9512.89 723.11 112.69 53.87 0.97 20
1643.64 190.34 84.75 66.26 2.95
6087.68 1484.53 2383.33 1579.68 9.42 28
8244.07 3555.98 3718.35 2491.36 2.25 6
1346.09 162.41 167.90 147.59 24.18
616.80
72.42 53.75 40.96 8.94
873.38
-7.87 99.56 79.11 24.75 200
80622.04 11947.67 10456.2 9986.3 12.11 25
922.67 473.49 498.22 317.12 9.66
2214.92 204.23 161.02 113.68 19.98
259.88
8.79
-3.72 -2.09
265.13
41.84 28.25 24.28 11.80
160894.9 24304.8 27370.4 18333.5 21.43 190
3904.91 1482.71 1830.84 1192.32 140.90
1547.00 259.37 251.18 194.78 9.51
22082.78 4227.07 634.78 497.08 16.58 33
282.57
58.20 62.96 51.32 49.78
154.793
23.32
7.06
5.60 1.84
1543.02 301.36 293.31 196.02 175.80 520
6348.52 700.99 539.32 378.23 21.12 32
1446.48 117.53 66.60 35.90 2.98
1891.25 296.49 389.97 290.63 36.33 50
39500.95 1123.61 984.90 882.52 11.77 20
1853.31 251.89 238.02 69.82 15.26
1940.27 322.96 355.24 245.89 18.00 250
692.81
33.04 26.10 16.62 16.59
5122.61 595.61 3035.35 2849.95 165.17
1911.71 130.24
8.50 -6.05
341.04
24.69 15.12
9.33 3.46
409.80 394.19 133.89 89.61 4.98
1776.73
295.78 196.11 18.88
318.31
19.58 21.93 16.31 15.37
326.36
60.50 35.41 31.36 50.58
24952.88 8386.87 8445.87 6004.40 45.49 91
17658.51 9905.68 6398.98 5046.25 9.65 20
1011.85
54.83 86.38 76.27 4.30
149.49
9.24
7.62
5.32 6.00 20
40.17
4.56
5.71
3.97 1.69
3419.76 854.16 631.44 332.37 8.86 15
13081.65 266.75 301.31 203.10 6.86
801.89 245.29 245.31 160.88 2.86
9017.30 775.45 148.12 121.35 3.03
52206.09 11954.75 3957.25 3061.58 16.51 165
1677.72 370.88 159.82 132.73 5.60

423 13.18 3 1503 1429.03 178.32 240.74 177.69


822 24.91 3 1506 60.35 21.93 22.24 14.38
68
- 3 1503 11272.6 1108.3 1196.3 1169.7
181 10.74 3 1506 1140.06 847.92 283.48 183.16
- 6 1503 1609.86 217.13 206.99 163.80
135 24.11 3 1506 513.06 48.82 35.13 26.38 5.00
140 12.41 3 1503 278.31 23.81 16.13 15.31
2411 59.52 3 1503 200.80 36.66 30.49 54.44
32 6.24 3 1503 1801.25 330.13 640.61 354.87 5.00
1030 44.42 3 1503 1814.01 164.55 191.36 133.64
170 7.37 3 1503 279.73 12.11 25.07 24.40 2.00
78 80.41 3 1506 2015.93 156.26 22.64 2.58 2.00
47 15.93 3 1503 423.60 36.50 22.44 16.71 1.00
81 8.60 3 1503 1682.09 561.98 1049.5 676.81
18 8.00 3 1506 2007.39 894.84 969.45 767.17
520 21.51 3 1506 361.73 53.96 84.30 72.27
82 9.17 3 1506 196.47 27.94 18.22 11.78
894 36.12 3 1506 224.05 0.35 20.57 13.45 5.00
126 10.40 3 1506 17084.6 2199.7 1707.6 2135.4
258 26.71 3 1506 210.25 115.20 120.71 79.57
530 26.53 3 1506 678.61 94.36 73.35 48.82 2.00
30
- 3 1503 64.79 3.49 2.38 7.14
196 16.61 3 1506 90.48 15.44 12.18 8.17
261 12.18 3 1503 21647.5 4523.8 6258.2 3935.1 5.00
4356 30.92 3 1503 949.76 352.71 356.45 230.37 5.00
175 18.40 3 1506 349.40 48.05 46.53 27.89 1.00
174 10.49 3 1506 5568.78 1044.5 466.84 257.84
650 13.06 3 1506 72.11 16.53 16.47 14.35
205 111.41 3 1506 40.60 6.18 3.05 2.44
14601 83.05 3 1503 379.66 72.08 68.28 47.12
406 19.22 3 1503 2020.19 200.33 168.73 120.13
57 19.13 3 1503 415.27 45.19 28.86 16.02 5.00
753 20.73 3 1506 500.42 74.24 94.01 67.22
185 15.72 3 1506 8377.17 281.00 253.13 247.50
2284 149.67 3 1506 484.21 403.51 97.40 53.83
696 38.67 3 1506 554.81 124.35 130.23 87.30 1.00
211 12.72 3 1503 175.12 9.90 7.93 5.28
924 5.59 3 1503 1297.50 122.94 81.77 95.40 2.00
- 3 1503 488.39 44.24 12.44 6.04
69 19.94 3 1503 103.86 7.79 7.64 4.60 5.00
29 5.82 3 1503 95.04 89.67 22.20 14.83
- 3 1503 517.14
89.70 57.09
138 8.98 3 1506 75.32 4.69 5.22 3.77
1179 23.31 3 1506 96.35 24.39 16.65 11.79
235 5.17 3 1503 6389.6 2167.9 2199.8 1560.8
136 14.09 3 1503 4703.22 2640.4 1809.1 1412.5
94 21.86 3 1503 306.19 29.98 46.26 36.61 2.00
377 62.83 3 1503 42.21 3.52 3.07 2.02
38 22.49 3 1506 14.72 1.92 2.01 1.34 2.00
210 23.70 3 1503 676.21 132.71 146.64 113.78
68 9.91 3 1506 3296.18 58.91 70.18 47.93
48 16.78 3 1503 217.25 30.03 30.04 15.81
45 14.85 3 1503 2234.90 202.08 -60.11 -70.24
168 10.18 3 1506 13432.1 3132.1 1320.7 720.71 2.00
75 13.39 3 1503 409.09 84.28 29.44 20.45 5.00
SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

35

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

PVR
31.03.15
Radico Khaitan
31.03.15
Rain Ind.
31.12.14
Rajesh Exports
31.03.15
Ramco Cements
31.03.15
Ramkrishna Forg. 31.03.15
Rane Engine Valve 31.03.15
Rane Holdings
31.03.15
Rane (Madras)
31.03.15
Rashtriya Chem.
31.03.15
Raymond
31.03.15
Redington(India) 31.03.15
Reliance Capital
31.03.15
Reliance Comm.
31.03.15
Reliance Industries 31.03.15
Rel. Ind. Infras.
31.03.15
Reliance Infrastruc. 31.03.15
Reliance Power
31.03.15
Religare Enterprise 31.03.15
Renaissance Jewel 31.03.15
Repco Home Fin. 31.03.15
Revathi Equipment 31.03.15
Rolta India
31.03.15
R S Software
31.03.15
R Systems Int.
31.12.14
Rupa & Co.
31.03.15
Rural Electrification 31.03.15
SAIL
31.03.15
Sagar Cements
31.03.15
Sanghvi Movers
31.03.15
Sasken Communica. 31.03.15
Savita Oil Tech.
31.03.15
SE Investments
31.03.15
Seshasayee Paper 31.03.15
Shanthi Gears
31.03.15
Shilpi Cable Tech. 31.03.15
Shipping Corp.
31.03.15
Shivam Autotech 31.03.15
Shriram City Union 31.03.15
Shriram Transport 31.03.15
Sicagen India
31.03.15
Sintex Industries 31.03.15
SJVN
31.03.15
Skipper
31.03.15
SKM Egg Prod.
31.03.15
SKS Microfinance 31.03.15
SMC Global Sec. 31.03.15
SML Isuzu
31.03.15
SMS Pharma
31.03.15
Snowman Logistics 31.03.15
Sobha Developers 31.03.15
Sona Koyo Steering 31.03.15
Sonata Software
31.03.15
South Indian Bank 31.03.15
Southern Petrochem 31.03.15
Sree Rayalaseema Al 31.03.15
Sri KPR Industries 31.03.15
Srikalahasthi Pipes 31.03.15

41.53
26.61
67.27
29.53
23.81
27.47
5.15
14.28
10.51
551.69
61.38
79.94
253.00
1244.00
3236.00
15.10
263.03
2805.13
178.33
19.08
62.36
3.07
161.33
12.84
12.67
7.95
987.46
4130.53
17.39
8.66
21.34
14.60
40.56
12.61
8.17
102.63
465.80
10.00
65.91
226.91
39.57
42.44
4136.63
10.23
26.33
126.29
22.63
14.48
8.47
166.68
98.10
19.87
10.52
135.02
203.64
78.72
20.15
39.76

98.53
61.67
87.58
115.81
110.27
147.26
221.26
381.01
138.44
49.22
251.12
59.40
526.64
153.46
673.51
163.91
995.00
73.55
217.79
209.11
130.23
378.86
96.52
87.21
16.82
41.23
253.91
105.53
299.79
151.12
209.44
386.95
128.14
311.65
33.14
50.53
140.27
36.30
639.66
407.12
120.87
110.69
24.67
31.27
25.47
82.86
47.66
209.19
306.15
25.09
247.89
40.73
25.56
11.18
34.57
21.49
73.77

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1481.34
88.23 12.45 12.76 3.07
1488.39 132.09 87.13 67.64 5.08
11936.99 865.50 57.69 88.53 2.63
50462.89 1204.23 726.07 654.93 22.18 100
3732.20 545.51 358.44 246.13 10.34 150
752.06
98.46 79.29 75.41 27.45
395.18
1.31 31.46 23.48 45.59
2210.88 115.31 133.34 70.94 49.68
778.88
35.17 16.84 12.44 11.84
7714.68 579.51 532.36 344.79 6.25
5351.69 284.00 159.74 112.81 18.38 30
31554.86 651.49 555.47 386.53 9.67
8787.00 3799.00 1231.00 1001.00 39.57
21770.00 3373.00 946.00 714.00 2.87
375435.00 25817.00 30996.0 23566.0 72.82 100
90.09
14.85 24.70 22.07 14.62
17198.46 2077.81 1383.63 1800.18 68.44
6852.74 2011.30 1286.36 1028.32 3.67
4104.58 2054.45 485.21 153.79 8.62
1276.44
56.43 45.57 40.16 21.05
692.20 185.35 186.17 123.08 19.74 15
163.01
17.13 10.34
3.92 12.77
3679.46 654.62 284.00 245.17 15.20
376.42
87.59 99.07 64.94 25.29
653.37
84.10 112.42 78.13 6.17
972.60 122.61 104.11 68.17 8.57
20383.96 7386.44 7552.34 5344.42 54.12 107
45843.56 2858.72 2392.88 2117.51 5.13 20
575.57
34.89 378.07 296.65 170.59
308.23
58.47 23.20
8.06 1.86
428.00
21.05 216.18 119.56 56.03
1848.91
27.65
-4.18 -1.27
178.38 122.63 66.70 44.52 10.98
1014.12
59.99 25.41 17.35 13.76
155.19
1.49 13.11
9.32 1.14
3212.93 252.26 177.87 159.99 15.59
4310.97 178.86 276.13 200.93 4.31
445.82
55.65 35.87 28.14 5.63
3561.70 2171.53 866.79 571.42 86.70
8636.95 6224.59 1842.39 1237.81 54.55
780.77
0.83
8.22
6.58 1.66
7034.77 950.03 713.00 528.81 12.46 70
2817.53 1800.52 2047.25 1676.65 4.05
1312.80 193.17 136.57 89.17 8.72
271.34
24.02 34.83 25.19 9.57
723.96 393.50 193.57 187.66 14.86
369.40
69.78 62.62 42.00 3.71
1105.55
45.78 48.75 36.94 25.51 60
579.29
69.09 67.48 35.24 41.61
202.93
22.51 14.73 24.75 1.48
2440.60 545.10 371.70 238.10 24.27 70
1552.97 111.97 85.71 37.90 1.91
1682.13 164.91 181.90 133.70 12.71 700
5783.29 816.26 445.60 307.20 2.28 60
2254.98
54.11
8.43 10.37 0.51
776.60
65.12 31.59 22.15 2.81
72.34
11.37 10.58
8.70 4.32
1083.55 154.45 119.42 82.98 20.87

840 273.62 3 1506 486.02 83.25 59.02 58.05


93 18.31 3 1503 343.39 24.89 18.14 14.90 2.00
45 17.11 3 1503 2538.97 234.20 144.14 84.33 2.00
604 27.23 3 1503 19165.9 458.55 276.70 205.57 1.00
354 34.24 3 1506 952.78 185.14 137.65 94.67 1.00
690 25.14 3 1503 241.57 34.85 27.65 34.60
508 11.14 3 1506 86.81 -3.71 21.25 15.09
695 13.99 3 1503 674.72 30.75 65.57 28.20
345 29.14 3 1506 202.57 9.09 2.26 1.65
55 8.80 3 1503 2025.73 96.21 104.14 66.26
453 24.65 3 1506 1121.69 9.72 -13.12 -13.72
122 12.62 3 1506 7569.65 145.59 115.06 81.15 2.00
339 8.57 3 1503 2469.00 1102.0 528.00 407.00
61 21.25 3 1503 5694.00 972.0 315.00 228.00 5.00
955 13.11 3 1506 77130.0 7136. 8066. 6222.
369 25.24 3 1506 23.30 3.31 6.56 4.44
366 5.35 3 1503 4618.21 477.58 203.54 459.11
42 11.44 3 1503 1584.93 555.82 365.85 276.47
307 35.61 3 1506 1044.35 547.91 123.20 37.15
83 3.94 3 1506 252.59 9.77 7.85 4.84
773 39.16 3 1503 191.34 51.86 52.00 34.81
734 57.48 3 1506 53.15 5.74 4.73 4.83
109 7.17 3 1503 946.14 138.46 46.14 36.01
173 6.84 3 1506 77.40 11.62 15.76 11.10 5.00
74 11.99 3 1506 166.28 21.40 22.30 14.35 1.00
391 45.62 3 1503 330.25 45.24 40.54 26.18 1.00
257 4.75 3 1503 5333.40 1621.7 1659.0 1096.5
58 11.31 3 1503 11585.1 422.85 275.19 334.22
424 2.49 3 1506 194.72 32.62 36.52 22.70
384 206.45 3 1503 108.31 44.47 34.30 15.56 2.00
260 4.64 3 1506 109.28 8.55 15.02 9.85
605
- 3 1506 390.54 23.46 17.65 11.87
275 25.05 3 1503 47.34 32.37 16.69 4.48
222 16.13 3 1506 237.50 15.99 8.00 5.39
115 100.88 3 1506 37.72 0.66 2.92 1.89 1.00
63 4.04 3 1503 902.45 73.92 46.06 42.29
82 19.03 3 1503 1076.96 127.99 126.69 101.49
150 26.64 3 1506 113.12 15.22 10.20 7.76 2.00
1822 21.01 3 1506 912.85 560.06 224.44 147.70
863 15.82 3 1506 2351.76 1670.9 479.01 321.11
15 9.04 3 1503 173.57 3.77 8.93 7.14
103 8.27 3 1506 1471.2 155.57 102.43 69.01 1.00
25 6.17 3 1506 776.29 512.05 594.47 484.43
153 17.55 3 1506 236.66 29.46 15.35 10.02 1.00
138 14.42 3 1506 57.95 5.57 11.02 8.28
543 36.54 3 1506 240.85 138.49 79.49 61.16
- 3 1503 100.97 21.09 20.38 13.95 2.00
1333 52.25 3 1503 321.54 15.09 15.16 12.74
639 15.36 3 1503 158.07 23.01 23.67 10.34
103 69.59 3 1503 53.84 7.45 6.79 14.25
321 13.23 3 1503 506.30 124.20 95.40 61.50
66 34.55 3 1503 419.70 43.87 37.97 18.61 1.00
161 12.67 3 1506 479.16 46.87 53.48 38.20 1.00
23 10.09 3 1506 1480.51 180.89 101.38 65.29 1.00
20 39.22 3 1503 485.91 17.34 20.35 20.35
17 6.05 3 1506 183.33 20.36 12.42 8.95
28 6.48 3 1503 33.32 4.68 4.34 4.33
318 15.24 3 1506 255.85 55.72 45.86 33.93
SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

36

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

Stampede Capital 31.03.15


Star Ferro and Cem. 31.03.15
St. Bank of B & J. 31.03.15
St. Bank of Hyd.
31.03.15
St. Bank of India
31.03.15
St. Bank of Mysore 31.03.15
St. Bank of Patiala 31.03.15
St. Bank of Travan. 31.03.15
Steel Exchange
31.03.15
Sterlite Technolog. 31.03.15
Store One Retail
31.03.15
Subros
31.03.15
Subex
31.03.15
Sumeet Industries 31.03.15
Sun Pharma
31.03.15
Sun Pharma Adv. 31.03.15
Sun TV Network 31.03.15
Sundaram BNP H F 31.03.15
Sundram Fasteners 31.03.15
Sundaram Finance 31.03.15
Sunil Hitech Eng. 31.03.15
Super Sales India 31.03.15
Suprajit Engg.
31.03.15
Supreme Industries 30.06.15
Supreme Petrochem 30.06.15
Surana Solar
31.03.15
Suryalakshmi Cott. 31.03.15
Sutlej Textiles
31.03.15
Suven Life Scienc. 31.03.15
Suzlon Energy
31.03.15
Swaraj Automotive 31.03.15
Swaraj Engines
31.03.15
Syndicate Bank
31.03.15
Take Solutions
31.03.15
Tamilnad Mer. Bank 31.03.15
Tamilnadu Newspr. 31.03.15
Tata Capital Ho. Fin. 31.03.15
Tata Chemicals
31.03.15
Tata Coffee
31.03.15
Tata Consultancy S. 31.03.15
Tata Elxsi
31.03.15
Tata Metaliks
31.03.15
Tata Motors
31.03.15
Tata Power Co.
31.03.15
Tata Sponge Iron
31.03.15
Tata Steel
31.03.15
Tech Mahindra
31.03.15
Techno Electric
31.03.15
Technofab Engg.
31.03.15
Thermax
31.03.15
Tinplate Company 31.03.15
Titagarh Wagons
31.03.15
Titan Company
31.03.15
TNPL
31.03.15
Torrent Pharma
31.03.15
Torrent Power
31.03.15
Transport Corp.
31.03.15
Trident
31.03.15

22.81
22.22
70.00
20.75
746.57
48.01
479.51
59.25
51.95
78.81
27.60
12.00
182.92
58.04
207.12
23.67
197.04
101.25
21.01
111.10
15.28
3.07
12.00
25.41
96.50
24.60
16.67
16.38
12.73
741.54
2.40
12.42
662.06
12.00
0.28
69.21
253.33
254.82
18.68
195.87
31.14
25.29
643.78
270.48
15.40
971.41
480.39
11.42
10.49
23.83
104.80
20.06
88.78
69.21
85.00
472.45
15.13
508.64

31.71
30.60
858.95
46248.
172.04
905.65
1510.8
886.47
44.30
31.54
55.83
52.86
11.43
38.64
127.75
4.22
85.76
75.53
41.83
268.05
264.71
343.62
20.07
95.37
39.00
9.73
141.67
340.80
43.94
104.88
170.75
183.37
43.70
92653.
173.60
14.80
217.87
42.47
258.51
91.02
174.72
45.55
516.34
322.72
126.22
160.20
207.68
190.25
52.38
310.84
34.83
173.60
146.53
138.76
74.92
28.61

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E M Pe- T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

74.17
15.91 16.41 14.53 6.37
1430.43 211.32 124.74 83.44 3.76
9931.84 2104.11 1135.08 776.87 110.98
15148.82 2913.66 1966.46 1317.13 6348
174972.96 38913.5 19313.9 13101.6 17.55 350
7707.59 1330.98 596.02 408.80 85.15 60
11358.06 1599.46 561.42 362.06 75.51
10583.39 1372.16 560.33 335.53 56.63
1565.37 150.13 34.76 28.46 5.48
3030.10 233.49 99.02 84.24 2.14
134.37
29.23 23.26 23.24 8.42
1197.15
58.08 20.40 20.32 3.39
359.83
76.06 15.98 10.20 0.56
1165.33
64.82 28.66 21.65 3.73
27433.44 6768.81 6404.12 4540.60 21.92
155.74
-42.33 -39.52 -39.52
2243.62 1026.38 1111.99 737.23 18.71
954.01 836.68 219.26 146.42 14.46
3156.14 259.92 182.24 131.79 5.75
2253.84 1704.36 651.20 454.14 40.88 105
1836.51 141.19 69.53 53.29 34.88 18
220.59
24.34 21.09 15.81 51.50
611.80
87.07 74.75 50.30 4.19 50
4255.19
471.75 311.71 24.53
2652.54
69.70 56.14 35.70 3.70
125.39
14.75 10.18
8.44 1.72
713.26
51.02 18.31 12.17 7.30
1878.21 162.21 148.23 115.46 70.49 100
520.86 159.33 151.55 108.75 8.54 60
19954.44 -493.03 -8816.08 -9157.69
93.83
2.79
3.57
2.41 10.04
539.70
61.52 77.82 51.84 41.74
23724.75 4007.29 1995.96 1522.93 23.00
730.43
89.81 85.37 69.88 5.82 40
3127.40 607.35 542.35 379.40 13550.
2135.73 368.42 230.13 166.73 24.09
910.13 128.24 103.30 67.93 2.68
17202.94 1694.28 1158.51 596.46 23.41 125
1691.42 289.72 265.71 120.39 6.44 130
94648.41 22683.02 26298.49 19852.2 101.35 7900
849.40 151.78 155.12 102.02 32.76
1418.60 170.86 132.31 109.13 43.39
262796.33 25850.02 21702.6 13986.3 43.45
34366.85 4766.27 1483.74 167.83 0.62
789.73
86.29 136.47 91.89 59.67
139503.73 6592.15 -1388.09 -3925.52
- 80
22621.27 3541.48 3618.12 2627.67 27.35 120
793.89 147.82 124.80 105.08 18.40 200
419.89
24.96 12.20
8.45 8.06
4697.41 405.92 497.04 335.94 28.19
911.16
52.48 67.82 44.60 4.26
378.00
22.28 15.04
9.86 4.92
11903.21 1065.97 1055.89 823.07 9.27
2135.73 368.42 230.13 166.73 24.09
4653.00 829.00 940.00 751.00 44.18
10422.51 1385.88 740.36 359.69 7.61 15
2196.75 120.90 101.20 75.95 10.04
3784.27 370.03 167.78 117.82 2.32

508 79.75 3 1506 32.03 12.80 12.91 12.73


145 38.56 3 1506 408.69 79.59 61.04 41.53 1.00
569 5.13 3 1503 2634.66 614.86 393.85 280.25
- 3 1503 4145.9 876.68 723.84 445.51 100.0
278 15.84 3 1503 48616.4 12409. 5816.0 3742.0 1.00
470 5.52 3 1506 1951.65 269.98 138.09 94.07
- 3 1503 2949.6 558.00 194.10 126.24 100.0
430 7.59 3 1506 2652.14 464.71 163.13 81.32
48 8.76 3 1503 415.15 39.29 7.31 1.00
85 39.72 3 1506 975.00 86.44 28.62 20.28 2.00
34 4.04 3 1503 35.25 7.93 5.41 5.39
95 28.02 3 1506 295.22 13.45 4.12 4.01 2.00
15 26.79 3 1503 112.16 30.62 16.28 14.41
11 2.95 3 1503 203.55 12.45 1.54 1.16
928 42.34 3 1503 6157.1 330.46 589.37 888.05 1.00
433
- 3 1506 43.44 -1.81 -1.65 -1.65 1.00
352 18.81 3 1506 691.09 278.99 300.34 197.28 5.00
- 6 1503 485.76 416.86 102.15 68.17
180 31.30 3 1503 600.40 42.72 21.60 15.97 1.00
1600 39.14 3 1506 555.15 417.62 144.69 99.00
315 9.03 3 1503 542.69 31.15 19.39 12.24
367 7.13 3 1503 50.43 15.37 15.15 11.14
147 35.08 3 1503 133.28 20.77 16.75 10.80 1.00
659 26.87 3 1506 1278.05
212.4 140.8 2.00
124 33.51 3 1506 679.41 85.23 83.86 63.42
20 11.63 3 1503 25.38 2.95 1.81 1.76
117 16.03 3 1506 187.14 19.19 10.60 6.93
523 7.42 3 1506 463.31 44.11 36.83 29.78
250 29.27 3 1503 110.66 22.05 22.65 16.95 1.00
25
- 3 1506 2627.71 104.95 1034.6 1047.4 2.00
- 3 1503 21.53 0.32 0.64 0.42
951 22.78 3 1506 153.15 18.89 23.30 15.65
103 4.48 3 1506 6323.42 1039.5 558.73 301.98
150 25.77 3 1503 215.13 32.66 32.90 27.09 1.00
- 3 1503 834.98 179.23 171.29 134.54
216 8.97 3 1506 647.63 101.23 65.65 51.64
- 6 1503 491.69 67.69 56.63 37.36
461 19.69 3 1506 4066.91 376.82 275.70 153.04
100 15.53 3 1506 396.04 51.00 44.75 25.40 1.00
2734 26.98 3 1506 25668.1 6724.4 7460.4 5684.1 1.00
2194 66.97 3 1503 231.28 45.99 45.48 29.83
108 2.49 3 1506 319.28 38.99 28.59 26.64
351 8.08 3 1503 67576.0 4581.5 2771.0 1716.5 2.00
67 108.06 3 1503 8239.63 1407.94 493.47 159.14 1.00
567 9.50 3 1506 141.94 0.84 9.64 7.09
250
- 3 1503 33666.2 30.25 -5836.7 -5674.3
560 20.48 3 1506 6293.82 762.14 886.37 676.07 5.00
554 30.11 3 1503 221.13 30.43 29.67 22.69 2.00
164 20.35 3 1503 124.23 6.92 5.39 3.74
1052 37.32 3 1506 1001.19 75.26 91.94 61.68 2.00
68 15.96 3 1506 229.11 25.89 35.78 22.80
117 23.78 3 1503 118.46 9.68 13.29 8.78
340 36.68 3 1506 2708.6 199.90 203.61 151.06 1.00
26 1.08 3 1503 703.07 139.64 103.22 69.34
1608 36.40 3 1506 1947.00 850.0 859.0 449.0 5.00
182 23.92 3 1506 3002.97 545.02 321.24 173.48
306 30.48 3 1506 548.30 28.62 25.84 18.77 2.00
45 19.40 3 1506 879.09 114.89 72.15 60.97

SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

37

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Triveni Turbine
TTK Prestige
Tube Investments
TV Today Network
TVS Motor Co.
TVS Srichakra
Ucal Fuel Systems
Uco Bank
Ultratech Cement
Umang Diaries
Union Bank of Ind.
United Bank of Ind.
United Breweries
United Nilgiri Tea
UPL
Vaibhav Global
Va Tech Wabag
Vardhman Acrylics
Vardhman Textiles
Vedanta
Veljan Denison
Venkys India
Vesuvius India
V-Guard Industries
Vijaya Bank
Visaka Industries
Vishnu Chemicals
V-Mart Retail
Voith Paper (18m)
Voltamp Transform.
Voltas
VRL Logistics
VST Industries
Wabco India
Welspun Corp
Welspun India
Wheels India
Wim Plast
Wipro
Wonderla Holidays
Yes Bank
Zen Technologies
Zensar Technolo.
Zicom Electronic
Zuari Agro Chem.
Zuari Global
Zydus Wellness

Year Equity B.V. Turnover


(Cr.) (Rs.)
(Cr.)

31.03.15 33.00 7.14


31.03.15 11.64 553.09
31.03.15 37.43 124.38
31.03.15 29.82 75.45
31.03.15 47.51 34.63
31.03.15
7.66 368.51
31.03.15 22.11 138.28
31.03.15 1075.59 111.00
31.03.15 274.40 693.92
31.03.15 11.00 12.29
31.03.15 635.78 288.42
31.03.15 839.52 62.34
31.03.15 26.44 61.72
31.03.15
5.00 118.12
31.03.15 85.72 136.73
31.03.15 32.38 101.28
31.03.15 10.86 166.23
31.03.15 93.01 34.55
31.03.15 62.52 539.87
31.03.15 296.50 181.70
31.03.15
2.25
31.03.15
9.39 395.55
31.12.14 20.30 216.42
31.03.15 29.97 126.04
31.03.15 859.12 68.95
31.03.15 15.88 209.16
31.03.15 11.95 76.16
31.03.15 18.02 113.73
31.03.15
4.39 335.95
31.03.15 10.12 435.59
31.03.15 33.07 63.56
31.03.15 85.54 41.64
31.03.15 15.44 222.81
31.03.15
9.48 455.18
31.03.15 131.59 106.35
31.03.15 100.46 142.53
31.03.15 12.03 316.76
31.03.15
6.00 295.92
31.03.15 493.70 165.28
31.03.15 56.50 29.10
31.03.15 417.74 279.60
31.03.15
7.72 12.76
31.03.15 44.33 260.99
31.03.15 20.20 180.12
31.03.15 42.06 239.37
31.03.15 29.44 218.62
31.03.15 39.07 103.93

O.P.
(Cr.)

PBT
(Cr.)

12M(Un-Audited)/3/6/9 Months Results


PAT EPS Div MP(Rs.) P/E MPeriod T.O. O.P. PBT PAT F.V.
Otherthan
(Cr.) (Rs.) (%) 19.08.15 Ratio
(Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

625.52 110.75 135.56 91.08 2.76


1388.29 130.23 133.30 92.32 79.31
9697.56 1063.52 1003.28 424.36 22.67
476.56 101.66 122.88 81.03 13.59
10098.22 453.29 456.16 347.83 7.32
2176.43 175.27 137.00 99.63 130.07
530.78
49.71 26.48 19.79 8.95
21362.54 4910.22 1581.86 1137.80 10.58
24348.96 3222.06 2985.63 2098.34 76.47
251.14
13.77 12.98
8.52 3.87
35606.96 5823.47 2783.38 1781.64 28.02
11927.38 2427.94 454.10 255.99 3.05
4692.29 413.37 377.97 259.53 9.82
50.64
9.59 11.25
8.70 17.40
12090.52 1938.11 1410.37 1144.03 26.69
1388.42 134.98 127.67 103.16 31.86
2435.15 200.25 167.10 110.10 20.28
514.24
44.92 44.62 33.43 3.59
6952.20 751.80 626.92 400.21 64.01
73709.50 14885.39 -9925.12 -15645.8
80.66
19.76 13.04 57.96
1730.81
66.91 27.72 18.70 19.91
652.23
80.83 89.93 59.17 29.15
1745.92 117.57 101.45 70.72 23.60
13152.49 1259.03 399.90 439.41 5.11
1021.13
52.82 33.21 21.24 13.38
418.07
63.34 34.18 21.91 18.33
720.50
59.49 57.15 37.37 20.74
105.74
22.21 32.85 21.38 48.70
516.89
12.53 33.39 28.41 28.07
5183.09 382.00 513.65 384.33 11.62
1671.20 185.13 137.90 91.22 10.66
836.16 210.23 228.76 152.21 98.58
1347.96 156.69 176.63 120.66 63.64
8450.49 405.71 231.27 69.04 2.62
5302.51 941.25 753.29 539.79 53.73
1979.87
95.94 39.54 29.74 24.72
366.03
52.33 53.57 38.36 63.93
47318.00 9542.30 11168.3 8652.80 35.05
181.87
64.37 72.94 50.63 8.96
13618.46 3249.58 2910.11 2005.36 48.00
78.55
18.63 19.81 15.74 2.04
2655.78 350.12 365.91 264.59 59.69
1108.12 109.18 60.04 50.59 25.04
7687.25 322.10 23.07
8.93 2.12
43.06
7. 99 33.99 26.78 9.10
430.72
92.19 119.65 108.95 27.89

220
100

20
90
60

15
50

100
225

100

90

12

121 43.84 3 1503 195.51 31.44 44.54


3933 49.59 3 1506 348.57 33.58 31.65
414 18.26 3 1503 2367.35 276.56 321.75
235 17.29 3 1506 127.11 21.82 27.56
230 31.42 3 1506 2621.23 121.49 118.06
3121 23.99 3 1503 464.98 45.41 44.02
113 12.63 3 1506 112.06 7.77 2.79
54 5.10 3 1503 5263.36 1227.27 258.89
3161 41.34 3 1506 6432.15 899.58 833.15
59 15.25 3 1503 74.31 6.03 5.67
212 7.57 3 1506 9043.17 1488.2 845.78
24 7.87 3 1506 2896.75 578.25 84.67
963 98.07 3 1506 1500.14 206.09 187.63
236 13.56 3 1506 13.65 2.98 3.45
565 21.17 3 1506 3063.99 478.95 337.05
430 13.50 3 1506 280.87 12.37 11.65
752 37.08 3 1503 907.73 118.88 101.49
30 8.36 3 1506 98.19 8.96 8.90
951 14.86 3 1506 1652.87 253.14 226.84
103
- 3 1506 17016.9 2274.5 2064.7
676 11.66 3 1503 25.80
6.75
571 28.68 3 1503 485.22 23.94 15.45
745 25.56 3 1506 168.50 26.61 29.25
968 41.02 3 1506 499.29 39.61 37.23
39 7.63 3 1506 3289.05 392.75 246.37
174 13.00 3 1506 321.46 26.41 22.21
459 25.04 3 1503 121.42 20.41 14.64
546 26.33 3 1506 204.66 17.24 17.02
720 14.78 3 1503 18.01 3.57 5.40
728 25.94 3 1503 169.95 7.34 13.26
306 26.33 3 1503 1489.97 134.90 160.60
386 36.21 3 1503 397.39 40.47 32.66
1583 16.06 3 1503 219.25 55.54 61.04
7269 114.22 3 1506 385.04 56.18 65.35
131 50.00 3 1506 1944.13 83.68 42.44
877 16.32 3 1506 1388.45 280.50 248.96
1356 54.85 3 1503 499.30 20.64 6.08
2040 31.91 3 1503 103.43 18.63 19.03
585 16.69 3 1506 12370.6 2402.2 2797.8
277 30.92 3 1503 36.46 6.12 8.59
774 16.13 3 1506 3797.02 908.27 810.31
92 45.10 3 1503 64.55 35.01 35.09
920 15.41 3 1506 705.97 98.37 108.59
157 6.27 3 1503 330.72 34.04 20.77
177 83.49 3 1503 1538.76 63.76 17.99
92 10.11 3 1503
0.50 2.55 7.64
891 31.95 3 1506 104.07 15.08 22.31

29.39
21.96
147.52
17.96
90.27
34.03
2.36
209.28
591.13
3.57
518.78
52.22
122.81
2.58
274.83
7.31
70.50
5.93
145.57
865.94
4.53
10.38
19.28
25.16
142.59
13.62
9.81
11.19
3.56
12.18
118.04
19.37
40.69
47.49
16.39
163.15
6.76
13.51
2187.7
6.59
551.20
31.02
76.08
18.37
11.16
5.11
19.52

1.00
2.00
5.00
1.00

5.00

1.00
2.00
2.00

1.00

1.00

5.00
5.00

2.00

1.00

HOW TO READ THE NUMBERS


1. M
2. YE
3. Equity
4. R&S
5. Networth
6. B.V.
7. T.O.
8. G.P.

=
=
=
=
=
=
=
=

9. O.P.

Months
Year Ended
Paid up Capital
Reserves & Surplus
Capital and R & S (excluding revaluation reserves)
Book Value (Networth/Capital) x F.V.
Turnover/Total Income/Gross Sales/Net Sales
Gross Profit, after interest, but
before Depreciation & Taxation
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 Price
15. P/E Ratio
=
Market Price/EPS
16. HYE
=
Half Year Ended
17. F.V.
=
Face Value
18. Note: Consolidated figures are taken, wherever possible.
19. PAT is inclusive of Extraordinary Income, wherever present.

SEPTEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

38

FY15 PERFORMANCE

FY15 PERFORMANCE
Year ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

3M India

11

1840

1742

154

63

144

214

117

84

108

43

151

Aban Offshore

12

4041

3936

1781

1656

1332

1094

22

545

393

39

Aditya Birla Nuvo

130

26516

25892

3688

2977

24

4027

3381

19

1416

1143

24

Akzo Nobel India

47

2527

2418

209

148

41

328

247

33

186

150

24

Allahabad Bank

571

21712

20912

4460

4020

11

621

1172

-47

Allcargo Logistics

25

5629

4851

16

318

216

47

475

337

41

240

149

61

Alstom T&D

51

3721

3564

243

253

-4

252

264

-5

121

117

Amara Raja Batt.

17

4230

3452

23

594

511

16

744

601

24

411

367

12

167

142

18

21

18

17

28

23

20

15

12

25

Andhra Bank

603

17868

15630

14

3298

2760

19

638

436

46

Apollo Tyres

51

12785

13412

-5

1542

1465

1719

1643

978

1005

-3

Asain Paints

96

14183

12715

12

1969

1752

12

2343

2080

13

1395

1219

14

Amrutanjan Health

Ashok 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

-16

Astra Microwave

16

634

531

19

85

69

23

103

85

22

61

51

20

Atul Auto

11

493

430

15

52

40

30

65

48

35

41

30

37
34

Aurobindo Pharma

29

12121

8100

50

2231

1822

22

2500

1845

36

1576

1173

Axis Bank

474

43844

38046

15

13385

11456

17

7358

6218

18

Bajaj Auto

289

21612

20150

3849

3926

-2

4352

4812

-10

2814

3243

-13

Bajaj Finance

50

5382

4032

33

3569

2622

36

1393

1120

24

898

719

25

Bajaj Finserv

80

7587

6022

26

5472

4460

23

3284

2932

12

1690

1544

Bajaj Holdings

111

524

387

35

478

359

33

519

404

28

2029

1988

Bank of Baroda

444

47366

43402

9915

9353

3398

4541

-25

Bank of India

666

47853

42202

13

7488

8423

-11

1709

2729

-37

Bank of Mah.

1063

13671

12851

2355

2006

17

451

386

17

220

174

26

33

-15

50
46

Bhagiradha Chem.
Bharat Forge
Biocon
Britannia Inds.
Cadila Healthcare
Cairn India
Can Fin Homes
Canara Bank
Carborundum Uni.
CARE

47

7625

6716

14

1078

673

60

1485

1089

36

764

522

100

3090

2877

475

483

-2

845

741

14

497

414

20

24

7858

6913

14

719

544

32

1094

653

68

689

395

74

102

8651

7224

20

1468

999

47

1733

1143

52

1151

804

43

1875

14646

18762

-22

5953

11388

-48

7679

15147

-49

4480

12432

-64

27

817

578

41

748

530

41

141

109

30

86

76

13

475

48300

43480

11

6950

6796

2703

2438

11

19

2050

2125

-4

163

160

321

245

31

133

92

45

29

261

236

11

154

145

202

183

10

138

129

1658

28303

26350

3559

3238

10

606

-1263

Century Plyboards

22

1565

1284

22

219

115

90

225

103

119

151

67

125

Cera Sanitaryware

822

664

24

102

83

23

116

95

23

68

52

31

144

3689

3249

14

666

553

20

696

579

20

444

368

21

Central Bank

Chola. Investment
City Union Bank

60

3103

2826

10

693

581

19

395

347

14

CMC

30

2513

2231

13

336

362

-7

380

414

-8

277

280

-1

6316

74120

70608

15016

15764

-5

23904

24876

-4 13727

15112

-9

14

3982

3579

11

747

613

22

855

779

10

559

540

195

6149

5317

16

991

917

1729

1488

16

1055

944

12

Coal India
Colgate-Palmolive
Container Corp.

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

39

SEPTEMBER, 2015

FY15 PERFORMANCE

FY15 PERFORMANCE
Year ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity

Coromandel Int.
Corporation Bank
CYIENT

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

29

11306

10053

12

749

709

168

21039

56

2736

697

613

14

402

357

13

19606

3027

3039

584

562

2206

24

330

338

-2

517

426

21

353

266

33

Dabur

176

7827

7075

11

1201

1062

13

1434

1234

16

1066

914

17

DCB Bank

282

1588

1267

25

277

188

47

191

151

26

Dena Bank

561

11485

10895

1330

1774

-25

265

552

-52

Dewan Housing

146

5982

4968

20

969

746

30

621

529

17

Dr.Reddys Labs

85

14819

13217

12

2629

2603

2218

2151

Elecon Eng.

22

1329

1293

98

88

11

106

91

16

16

14

14

Emami

23

2217

1821

22

506

406

25

627

553

13

486

402

21

Engineers India

168

1741

1846

-6

204

472

-57

497

719

-31

313

483

-35

Equitas Micro

199

438

342

28

113

92

23

108

89

22

69

57

21

36

1279

1153

11

92

49

88

94

58

61

49

14

250

Eveready Inds.
Exide Inds.

85

6884

5975

15

778

700

11

938

849

11

546

487

12

171

8298

7640

1628

1480

10

1006

839

20

Finolex Cables

31

2449

2359

195

199

-2

327

292

12

199

208

-4

Force Motors

13

2364

2022

17

66

12

450

206

147

40

101

78

29

GAIL (India)

1268

60704

61918

-2

4218

6360

-34

5925

8567

-31

3071

4728

-35

GE Shipping

151

3438

3092

11

1413

1291

748

574

30

GHCL

100

2374

2248

447

380

18

342

224

52

183

108

69

54

733

625

17

154

133

16

157

135

16

103

98

Glaxo Consumer

42

4308

4869

-12

668

810

-18

951

1079

-12

584

675

-13

Godrej Consumer

34

8276

7602

1278

1102

16

1340

1112

21

907

760

19

Godrej Inds.

34

9231

7918

17

388

387

612

537

14

402

326

23

Grasim Inds.

92

32847

29323

12

3581

3457

5007

5044

-1

1744

2072

-16

Gruh Finance

73

1060

846

25

302

247

22

204

177

15

Gujarat Fluoro.

11

5341

3452

55

750

398

88

1110

465

139

585

186

215

Gujarat Gas

26

2513

3903

-36

372

525

-29

512

711

-28

314

419

-25

HDFC

315

48316

40753

19

10042

8784

14

10163

8893

14

8763

7948

10

HDFC Bank

501

57466

49055

17

17404

14360

21

- 10216

8478

21

Hindalco Inds.

207

104281

87695

19

5354

4733

13

3931

6205

-37

854

2175

-61

Hindustan Zinc

845

14788

13636

6775

6115

11

10214

8754

17

8178

6905

18

14

1981

1858

207

143

45

259

185

40

85

34

150

216

31972

29234

5091

4450

14

6642

5511

21

4363

3946

11

1160

61267

54606

12

19720

16595

19

- 11175

9810

14

Federal Bank

GIC Housing

HSIL
HUL
ICICI Bank
ICRA

10

322

283

14

89

79

13

110

104

65

69

-6

IDBI Bank

1604

32162

29576

5728

5681

873

1121

-22

Idea Cellular

3598

31571

26519

19

5508

3773

46

10236

7564

35

3193

1968

62

IDFC

1593

9640

8772

10

7921

7600

2285

2594

-12

1707

1803

-5

IFMR Capital

78

152

76

100

51

14

264

50

14

255

38

12

217

Indiabulls Housing

71

6465

5419

19

5611

4779

17

2491

1990

25

1901

1564

22

Indiabulls Ventures

52

335

289

16

182

163

12

207

159

30

151

102

48

Indian Bank

480

17216

16621

3014

2901

1005

1159

-13

Indraprastha Gas

140

3681

3914

-6

644

563

14

798

759

438

360

22

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

40

SEPTEMBER, 2015

FY15 PERFORMANCE

FY15 PERFORMANCE
Year ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity


IndusInd Bank

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

529

12096

10144

Infosys

572

53319

Inox Wind

222

2710

13

Insecticides (I)
ITC

19

3098

2596

19

1794

1408

50133

13832

12041

15

1567

73

437

165

165

409

139

194

296

964

864

12

97

75

29

78

55

42

27

- 12329

10648

16

132

124

55

40

38

802

38835

35317

10

13174

12087

15390

14016

10

9663

8891

Jamna Auto Inds.

40

1095

833

31

63

21

200

78

43

84

29

14

107

JK Tyre

45

7384

7652

-4

773

692

12

643

554

16

330

263

25

JM Financial

78

1392

1002

39

926

584

59

535

295

81

331

210

58

242

52972

51220

5968

5983

5974

4491

33

1797

452

298

Jyothy Labs

18

1515

1324

14

130

133

-2

157

106

48

121

81

49

Kajaria Ceramics

16

2187

1836

19

298

238

25

326

246

33

176

124

42

Karnataka Bank

188

5205

4694

11

723

687

451

311

45

Karur Vysya Bank

122

5977

5680

943

838

13

464

430

14

1161

1011

15

295

205

44

325

231

41

301

209

44

JSW Steel

Kaveri Seed
KCP

13

1187

1043

14

118

62

90

129

101

28

67

50

34

KEC International

51

8468

7902

424

423

349

226

55

161

67

140

511

442

16

147

85

73

163

98

67

99

57

74

386

21423

17236

24

4756

4004

19

3045

2465

24

38

2566

2371

283

266

377

349

174

142

23

186

92005

85128

8713

9284

-6

9840

8935

10

4765

4902

-3

1720

6196

5056

23

4458

3718

20

1270

905

40

855

597

43

Kitex Garments
Kotak Mah. Bank
KPR Mill
L&T
L&T Fin. Hold.
La Opala RG

11

223

178

25

56

43

30

66

48

38

42

30

40

Lakshmi Vilas Bank

179

2499

2188

14

366

309

18

132

60

120

LIC Housing Fin.

101

10669

9181

16

1973

1672

18

2111

1833

15

1386

1317

LMW

11

2488

2338

211

167

26

401

373

220

169

30

Lupin

90

12770

11287

13

3185

2742

16

3850

3093

24

2403

1836

31

Lycos Internet

95

1957

1673

17

530

298

78

563

342

65

342

221

55

M&M Fin. Services


Magma Fincorp
Marico
Maruti Suzuki

113

6021

5275

14

4003

3717

1445

1488

-3

913

954

-4

38

2354

2081

13

1424

1338

258

231

12

181

152

19

65

5733

4687

22

786

671

17

906

771

17

573

485

18

151

49971

43792

14

4243

3103

37

7339

5743

28

3711

2783

33

MCX

51

222

341

-35

62

111

-44

196

244

-20

125

153

-18

MindTree

84

3562

3032

17

607

529

15

793

659

20

536

451

19

MM Forgings

12

503

411

22

75

43

74

104

74

40

51

29

76

Motherson Sumi
Muthoot Fin.
Nandan Denim
Natco Pharma

88

35032

30721

14

2282

1873

22

2738

2413

13

862

765

13

398

4314

4928

-12

3123

3800

-18

1112

1241

-10

671

780

-14

46

1097

894

23

106

83

28

131

105

25

51

39

31

33

825

739

12

166

149

11

181

159

14

135

103

31

National Aluminium

1289

7383

6781

1292

409

216

2527

1443

75

1322

642

106

National Buildings

120

4674

4070

15

286

237

21

395

351

13

278

257

NCC

111

9513

7463

27

723

522

39

389

208

87

54

1700

Nitin Spinners

46

617

489

26

72

70

82

77

41

35

17

OBC

300

22083

20963

4227

4155

497

1139

-56

Oberoi Realty

328

923

798

16

473

408

16

539

492

10

317

311

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

41

SEPTEMBER, 2015

FY15 PERFORMANCE

FY15 PERFORMANCE
Year ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity


ONGC

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

4278

160895

174467

-8

24305

33134

-27

45398

56027

26507

-31

Ortel Comm.

30

155

129

20

23

10

130

26

201

-14

P I Industries

14

1940

1596

22

323

257

26

405

293

38

246

188

31

Page Inds.

11

1543

1188

30

301

241

25

311

247

26

196

154

27

PC Jeweller

179

6349

5325

19

701

569

23

562

482

17

378

356

Pennar Inds.

60

1446

1295

12

118

90

31

84

67

26

36

26

38

Persistent Systems

80

1891

1669

13

296

312

-5

484

445

291

249

17

750

39501

37748

1124

1190

-6

1300

1363

-5

883

712

24

Pfizer

46

1853

1112

67

252

231

369

348

70

221

-68

Pitti Laminations

13

341

248

38

25

24

31

16

99

125

PNB

371

52206

47800

11955

11384

3062

3343

-8

PNB Housing

104

1777

1116

59

334

206

62

196

127

54

Petronet LNG

Pokarna

-19 18334

326

230

42

61

26

135

58

16

273

31

12

158

Power Grid Corp.

5232

17659

15675

13

9906

9142

11572

10438

11

5046

4548

11

Prestige Estates

375

3420

2549

34

854

631

35

771

589

31

332

314

Punjab & Sind Bank

-60

400

9017

8400

775

801

-3

121

301

R S Software

13

376

382

-2

88

71

24

105

83

26

65

51

27

Ramakrishna Forg.

27

752

437

72

98

34

188

111

38

192

75

838

REC

987

20384

17122

19

7386

6510

13

7561

6621

14

5344

4741

13

Reliance Capital

253

8787

7455

18

3799

3259

17

1299

908

43

1001

747

34

3236

375435

434460

-14

25817

23598

42543

39874

7 23566

22493

62

692

534

30

185

148

25

189

152

25

110

12

Reliance Inds
Repco Home Fin.

123

S E Investments

41

178

208

-14

123

146

-16

68

85

-20

45

56

-20

SBH

21

15149

14449

2914

2691

1317

1020

29

SBI

747

174973

154904

13

38914

32109

21

- 13102

10891

20

Shilpi Cable Tech.

103

3213

1753

83

252

166

52

187

117

60

160

100

60

Shipping Corp.

466

4311

4405

-2

179

-147

1046

635

65

201

-275

66

3562

3226

10

2172

2093

910

826

10

571

532

227

9177

8476

6322

6168

1693

2003

-16

1028

1358

-24

42

7035

5864

20

950

709

34

974

736

32

529

365

45

4137

2817

1874

50

1800

1130

59

2688

1813

48

1677

1114

51

10

1313

1042

26

193

95

103

159

52

206

89

26

242
169

Shriram City
Shriram Transport
Sintex Inds.
SJVN
Skipper
SKS Microfinance

126

724

519

40

394

258

53

198

74

168

188

70

SMC Global

23

369

293

26

70

36

94

74

38

91

42

22

91

SML Isuzu

14

1106

881

26

46

19

142

69

31

125

37

17

118

SMS Pharma

579

518

12

69

44

57

85

45

89

35

20

75

167

203

153

33

23

23

39

29

37

25

22

14

11

1682

1566

165

92

79

188

115

63

134

78

72

South Indian Bank

135

5783

5384

816

884

-8

307

508

-40

Srikalahasthi Pipes

40

1084

989

10

154

89

73

151

69

117

83

39

113

Star Ferro

22

1430

1173

22

211

93

127

348

169

106

83

1283

State Bank of B&J

70

9932

9045

10

2104

1695

24

777

732

Snowman Log.
Sonata Software

State Bank of Mys.

48

7708

6895

12

1331

1164

14

409

274

49

State Bank of Tra.

59

10583

10559

1372

1370

336

304

11

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

42

SEPTEMBER, 2015

FY15 PERFORMANCE

FY15 PERFORMANCE
Year ended 31st March, 2015
TI
(Rs. crs) (Rs. crs)
31.03.15

Company/ Bank Equity


Steel Exchange
Sun Pharma
Sundaram Clayton

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.03.15 31.03.14
31.03.14
31.03.15 31.03.14
31.03.15 31.03.14

52

1565

1255

25

150

112

34

60

54

11

28

36

-22

207

27433

16080

71

6769

6781

7699

4991

54

4541

3141

45
50

10

11340

9344

21

478

367

30

717

530

35

212

141

Sundaram Fin.

111

4238

4087

2585

2562

972

988

-2

576

581

-1

Sutlej Textiles

16

1878

1881

162

191

-15

218

247

-12

115

131

-12

Suven Life

13

521

510

159

210

-24

161

212

-24

109

144

-24

Take Solutions

12

730

816

-11

90

70

29

145

140

70

58

21

0.28

3127

2923

607

613

-1

379

301

26

Tata Coffee

19

1691

1677

290

264

10

317

186

71

120

81

48

Tata Elxsi

31

849

775

10

152

101

51

181

147

23

102

72

42

Tata Global Bev.

63

7993

7738

642

623

633

836

-24

248

481

-48

Tata Motors

644

262796

232834

13

25850

23775

35091

29947

17 13986

13991

Tata Power

270

34367

35873

-4

4766

4977

-4

3658

3705

TCS

196

94648

81809

16

22683

23804

-5

28097

26751

Tech Mahindra

480

22621

18831

20

3541

3662

-3

4230

4337

Tamilnad Mer. Bank

-1

168

-260

5 19852

19164

3029

-13

-2

2628

Techno Electric

11

794

708

12

148

126

17

185

159

16

105

87

21

Thermax

24

4697

4302

406

351

16

561

465

21

336

253

33

Titagarh Wagons

20

378

263

44

22

-11

24

13

87

10

150

Torrent Pharma

85

4653

4184

11

829

865

-4

1131

931

21

751

664

13

Torrent Power

472

10423

8681

20

1386

729

90

1461

829

76

360

105

243

Triveni Turbine

33

626

508

23

111

94

18

150

114

31

91

68

34

Tube Investments

37

9698

8834

10

1064

885

20

1174

948

24

424

311

36

TVS Motor

48

10098

7966

27

451

351

28

609

484

26

348

262

33

2176

1938

12

175

125

40

179

103

74

100

57

75

1076

21363

19550

4910

4940

-1

1138

1511

-25

TVS Srichakra
Uco Bank
UltraTech Cement

274

24349

21652

12

3222

2896

11

4189

3997

2098

2206

-5

Union Bank

636

35607

32171

11

5823

5218

12

1782

1696

United Bk of India

840

11927

11806

2428

2062

18

256

-1213

Vijaya Bank

859

13152

11416

15

1259

1104

14

439

416

Visaka Inds.

16

1021

892

14

53

35

51

76

41

85

21

12

75

V-Mart Retail

18

721

575

25

59

41

44

62

49

27

37

25

48

Voltamp Trans.

10

517

445

16

13

63

41

41

-2

28

26

Voltas

33

5183

5266

-2

382

241

59

542

365

49

384

245

57

VRL Logistics

86

1671

1494

12

185

120

54

226

163

38

91

57

60

VST Industries

15

836

789

210

192

261

251

152

150

Welspun Corp.

132

8450

7705

10

406

263

54

668

548

22

69

73

-5

Welspun India

100

5303

4373

21

941

235

300

1086

790

37

540

92

487

Wendt (India)

20

124

110

13

15

15

25

22

15

14

12

17

Wipro

494

47318

43755

9542

8935

12451

11211

11

8653

7797

11

Yes Bank

418

13618

11703

16

3250

2688

21

2005

1618

24

Zensar Tech.

44

2656

2335

14

350

320

407

378

265

238

11

Zicom Electronic

20

1108

926

20

109

84

30

91

71

27

51

42

21

Zydus Wellness

39

431

404

92

85

127

108

18

109

96

14

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

43

SEPTEMBER, 2015

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E-mail: kompella@investmentadvice.in

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


Nine months ended 31st Dec. 2014
TI
(Rs. crs) (Rs. crs)
31.12.14

Company/ Bank Equity


3M India
Aban Offshore
ABB India
Aditya Birla Nuvo
Allcargo Logistics
Amara Raja Batt.
Amrutanjan Health
Andhra Bank
Andrew Yule
Anjani Portland Ce
APL Apollo Tubes
Arvind
Asian Paints
ASM Technologies
Astra Microwave
Atlanta
Aurobindo Pharma
AV Thomas & Co.
Axis Bank
Axiscades Engg.
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Bank of Maharash
Bharat Forge
Bliss GVS Pharma
Britannia Ind.
Cadila Healthcare
Can Fin Homes
Canara Bank
Carborundum Uni
CARE
CCL Products
Centum Electronics
Century Plyboards
Cera Sanitaryware
Cholamandalam Inv.
City Union Bank
CMC
Colgate Palmolive
Container Corp.
Coromandel Intl.
Corporation Bank
Cyient
Dabur India
DB Corp
DCB Bank
Dewan Housing Fi
Dr.Reddys Labs
Emami
Entertainment Net.
Essar Oil
Eveready Ind.
Exide Industries

11
11
42
130
25
17
3
590
67
18
23
258
96
5
16
16
29
0.47
473
14
50
80
111
1063
47
10
24
102
20
461
19
29
27
13
22
6
144
60
30
14
195
29
168
56
176
184
281
129
85
23
48
1450
36
85

1363
3049
7733
19444
4214
3160
115
13169
253
177
2288
5811
10648
121
526
278
8958
496
31459
235
3952
5181
440
10073
3324
246
5795
6348
590
35871
1573
179
664
364
1156
571
2747
2309
1847
2953
4076
8309
15654
2006
5877
1524
1163
4404
10948
1664
315
67598
1004
5233

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.14 31.12.13
31.12.13
31.12.14 31.12.13
31.12.14 31.12.13
1304
2884
7722
18781
3569
2564
96
11572
226
206
1895
4980
9408
123
336
177
5770
474
27868
230
2957
3967
323
9478
2469
235
5100
5256
416
31871
1589
154
500
313
941
446
2405
2105
1608
2652
3688
7869
14574
1612
5306
1406
926
3553
9736
1375
270
73328
896
4360

5
6
4
18
23
20
14
12
-14
21
17
13
-2
57
57
55
5
13
2
34
31
36
6
35
5
14
21
42
13
-1
16
33
16
23
28
14
10
15
11
11
6
7
24
11
8
26
24
12
21
17
-8
12
20

97
1330
443
2759
249
444
14
2295
15
21
132
597
1477
13
78
84
1660
34
9373
23
2628
3670
404
1679
769
71
516
1033
541
5218
110
106
109
64
152
70
461
514
252
520
686
616
2062
258
884
38
209
2017
376
87
3239
80
579

29
1160
367
2242
194
392
11
1911
10
17
111
504
1329
10
27
41
1165
27
8208
14
1920
2816
304
1539
448
57
397
693
379
4914
120
93
82
55
64
50
415
437
237
427
696
552
2403
247
793
35
138
2018
306
69
2516
44
514

234
15
21
23
28
13
27
20
50
24
19
18
11
30
189
105
42
26
14
64
37
30
33
9
72
25
30
49
43
6
-8
14
33
16
138
40
11
18
6
22
-1
12
-14
4
11
9
51
23
26
29
82
13

138
978
468
2991
358
557
19
8
9
101
518
1754
11
92
82
1859
37
27
1038
2073
443
950
84
814
1231
101
189
149
122
77
153
81
484
280
601
1238
568
392
1055
45
713
464
134
1505
81
694

65
745
376
2608
286
462
14
28
4
79
465
1585
10
42
24
1091
30
18
833
1711
316
601
82
475
810
80
179
123
91
63
62
59
431
271
579
1093
471
322
914
41
535
429
110
126
50
620

112
31
25
15
25
21
36
-71
125
28
11
11
10
119
242
70
23
50
25
21
40
58
3
71
52
26
6
21
34
22
147
37
12
3
4
13
21
22
15
10
33
8
22
1094
62
12

67
431
229
1084
184
309
11
453
18
1
57
293
1054
6
55
42
1172
23
5177
13
667
983
1504
338
516
54
521
800
63
2090
67
105
72
30
103
46
308
296
207
395
755
333
539
260
781
25
128
459
1699
347
80
976
44
408

18
233
179
967
138
287
8
348
7
-5
45
260
931
6
25
14
671
18
4375
7
537
836
1397
329
281
52
288
564
56
1827
67
87
47
27
38
33
276
264
191
408
739
276
520
196
679
23
112
388
1670
291
62
-882
12
355

272
85
28
12
33
8
38
30
157
27
13
13
120
200
75
28
18
86
24
18
8
3
84
4
81
42
13
14
21
53
11
171
39
12
12
8
-3
2
21
4
33
15
9
14
18
2
19
29
267
15

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

45

SEPTEMBER, 2015

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


Nine months ended 31st Dec. 2014
TI
(Rs. crs) (Rs. crs)
31.12.14

Company/ Bank Equity


Federal Bank
Finolex Cables
Firstsource Sol.
Gallantt Metal
Garware-Wall Rop
GE Shipping
Geojit BNP Paribas
Geometric
GHCL
Godrej Consumer
Godrej Industries
Granules India
GSFC
Gujarat Fluorochem.
HDFC
HDFC Bank
HDIL
Hester Biosciences
HIL
Himatsingka Seide
Hindustan Zinc
HSIL
ICICI Bank
Idea Cellular
IFB Industries
IFCI
IIFL Holdings
Indiabulls Housing
Indiabulls Securities
Indian Overseas Bk
Indraprastha Gas
Indusind Bank
Infinite Computer
Infosys
Ingersoll-Rand
Insecticides (I)
ITC
Jaiprakash Ass
Jindal Saw
JK Lakshmi Cement
JK Tyre
JM Financial
JSW Energy
JSW Steel
Just Dial
Jyothy Labs
Kajaria Ceramics
Kakatiya Cement
Kalyani Steels
Karnataka Bank
Karur Vysya Bank
KEI Industries
Kennametal India
Kirloskar Ferrous In

171
31
665
81
22
151
23
13
100
34
34
20
80
11
314
483
419
9
7
49
845
13
1159
3597
41
1662
61
71
52
1235
140
529
40
572
32
13
800
486
55
59
41
78
1640
242
70
18
16
8
22
188
121
15
22
69

6083
1791
2281
557
587
2554
227
744
1734
6184
6922
938
4034
3788
33590
41896
866
67
834
1486
10663
1298
45033
23148
935
2415
2604
4587
224
19373
2764
8858
1313
39908
507
803
27215
8305
4518
1729
5574
1001
7190
40372
437
1114
1597
143
924
3897
4469
1396
284
1042

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.14 31.12.13
31.12.13
31.12.14 31.12.13
31.12.14 31.12.13
5622
1710
2310
491
497
2293
155
749
1626
5671
5926
778
3894
2258
28487
36265
663
47
632
1530
9993
1117
40141
19475
745
2084
2041
4097
210
18377
2948
7442
1329
37258
446
729
24000
9650
4146
1408
5404
748
6647
36877
337
964
1310
137
789
3522
4212
1152
262
886

8
5
-1
13
18
11
46
-1
7
9
17
21
4
68
18
16
31
43
32
-3
7
16
12
19
26
16
28
12
7
5
-6
19
-1
7
14
10
13
-14
9
23
3
34
8
9
30
16
22
4
17
11
6
21
8
18

1159
155
227
34
49
620
77
93
314
914
296
121
386
557
6782
12683
625
17
67
128
4824
147
14252
3931
53
806
1541
4004
112
2142
506
2248
126
10383
33
87
9518
1348
423
193
560
656
2135
5183
109
97
208
9
100
534
683
119
14
86

1060
136
206
19
41
588
33
73
274
773
302
89
224
294
5981
10581
617
12
11
119
4626
92
12141
2682
12
789
1135
3647
117
2806
426
1877
107
8760
21
68
8589
1728
306
86
500
447
1950
4278
92
109
162
9
66
598
629
93
8
54

9
14
10
79
20
5
133
27
15
18
-2
36
72
89
13
20
1
42
509
8
4
60
17
47
342
2
36
10
-4
-24
19
20
18
19
57
28
11
-22
38
124
12
47
9
21
18
-11
28
52
-11
9
28
75
59

237
234
39
53
1114
100
129
243
957
430
137
551
617
6873
262
17
101
103
7654
183
7277
82
570
541
1737
142
619
172
84
70
11361
86
467
192
446
372
2033
5156
148
118
231
17
111
52
30
101

214
201
23
38
1059
-65
109
168
776
383
98
398
349
6047
168
13
24
101
6430
115
5530
34
442
347
1519
114
570
143
73
49
10098
900
262
151
386
220
1430
2745
132
78
166
16
82
29
15
71

11
16
70
39
5
18
45
23
12
40
38
77
14
56
31
321
2
19
59
32
141
29
56
14
25
9
20
15
42
13
-90
78
27
16
69
42
88
12
51
39
3
35
76
100
42

725
152
172
24
31
611
60
52
133
642
264
69
336
311
6116
7409
182
10
54
70
6181
64
8253
2251
49
402
316
1350
100
-490
342
1298
103
9232
49
49
7247
-303
191
90
224
238
1024
1734
92
94
124
10
59
317
326
22
13
48

562
138
134
11
19
507
-62
40
77
523
212
52
208
166
5533
6152
64
6
4
52
5023
27
7158
1378
13
338
197
1113
73
333
270
1012
75
7656
46
35
6507
313
87
40
180
150
580
-31
86
60
82
8
37
230
310
7
2
30

29
10
28
118
63
21
30
73
23
25
33
62
87
11
20
184
67
1250
35
23
137
15
63
277
19
60
21
37
27
28
37
21
7
40
11
120
125
24
59
77
7
57
51
25
59
38
5
214
550
60

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

46

SEPTEMBER, 2015

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


Nine months ended 31st Dec. 2014
TI
(Rs. crs) (Rs. crs)
31.12.14

Company/ Bank Equity


Kitex Garments
Kotak Mahindra Bk
KPR Mill
KSE
L&T
L&T Finance
Lakshmi Vilas Bank
Liberty Shoes
LIC Housing Fin.
LMW
Lupin
Mac Charles
Magma Fincorp
Maharshtra Seam
Maithan Alloys
Manali Petro
Marico
Maruti Suzuki
MBL Infra.
Minda Corporation
Mindtree
Mirza Intl.
MM Forgings
Motherson Sumi
Natco Pharma
National Aluminium
NCC
NMDC
Oberoi Realty
OCL India
Omkar Speciality
Orient Cement
Page Industries
Pennar Industries
Petronet LNG
P I Industries
PNB Gilts
Pokarna
Power Finance
Power Grid Corp.
Prestige Estates
Punjab National Bk
Ramakrishna For.
Rane Brake Lining
Rashtriya Chemicals
REC
Reliance Capital
Reliance Ind.
Renaissance Jew.
Repco Home
RS Software
Sathavahana Ispat
Shilpi Cable Tech.
Shipping Corporat.

5
386
38
3
186
1719
179
17
101
11
90
13
38
34
15
86
64
151
21
21
84
19
12
88
33
1289
111
396
328
11
21
20
11
60
750
14
180
6
1320
5232
375
362
27
8
552
987
244
3235
19
62
13
51
99
466

353
8499
1889
680
63982
4562
1835
391
7837
1729
9692
46
1734
983
676
536
4506
36249
1407
1479
2644
701
376
25558
624
5582
7025
9528
578
1564
191
1153
1163
985
32339
1403
315
223
18658
12474
1698
38750
499
303
5688
14896
6318
307965
1016
501
293
772
2310
3234

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.14 31.12.13
31.12.13
31.12.14 31.12.13
31.12.14 31.12.13
300
7614
1740
600
58104
3662
1616
343
6738
1606
8166
40
1528
879
604
411
3614
31599
1257
1137
2208
537
304
22314
555
4943
5175
8174
578
1317
166
1037
907
882
27320
1232
268
163
15890
11244
1404
35302
294
276
4666
12575
5667
331032
868
384
289
764
1089
3123

18
12
9
13
10
25
14
14
16
8
19
15
13
12
12
30
25
15
12
30
20
31
24
15
12
13
36
17
19
15
11
28
12
18
14
18
37
17
11
21
10
70
10
22
18
11
-7
17
30
1
1
112
4

87
2137
214
36
5704
3304
263
22
1425
142
2503
18
1047
55
57
52
634
2631
160
104
458
88
57
1575
129
962
531
6222
306
143
35
173
229
72
984
246
305
38
6165
7026
447
8752
61
16
456
5647
2698
18736
47
133
67
56
178
47

47
1970
201
16
5277
2685
231
21
1185
128
1885
5
998
45
15
26
538
2322
131
51
375
77
30
1219
120
241
386
5194
289
105
23
116
186
58
904
211
259
18
5555
6632
355
8211
20
11
205
4828
2370
17082
29
105
55
-21
117
-185

85
8
6
125
8
23
14
5
20
11
33
260
5
22
280
100
18
13
22
104
22
14
90
29
8
299
38
20
6
36
52
49
23
24
9
17
18
111
11
6
26
7
205
45
122
17
14
10
62
27
22
52
-

102
286
50
6326
987
19
1534
285
3046
23
177
135
60
59
721
4957
105
120
596
79
78
2079
138
1789
216
7838
347
207
29
199
238
51
1088
296
112
34
6183
8148
474
73
26
571
5773
748
31180
52
136
78
41
137
730

63
245
17
5420
630
17
1310
268
2223
13
172
112
17
34
610
4133
84
78
513
70
53
1624
120
1047
175
6868
358
173
21
155
189
45
1024
234
78
11
5570
7498
382
23
20
246
4887
569
29329
30
108
63
-52
85
405

62
57
- 1339
17
123
194
32
17 2695
57
649
92
12
10
17 1008
6
140
37 1856
77
12
3
128
21
87
253
41
74
35
18
463
20 2427
25
68
54
63
16
408
13
39
47
39
28
522
16
80
71
967
23
1.89
14 5075
-3
214
20
78
38
19
28
109
26
149
14
20
6
582
27
183
43
75
226
18
11 4399
9 3567
24
300
- 2755
217
40
30
10
132
256
18 4163
31
594
6 17185
73
34
26
88
24
49
21
61
118
80
99

36
1095
88
9
2062
410
39
9
947
130
1283
6
110
69
10
22
397
1983
55
33
353
35
22
462
79
470
0.37
4458
234
56
10
75
119
19
543
139
53
1
4006
3322
245
2536
4
8
97
3492
480
16612
17
79
35
-69
72
-288

58
22
40
256
31
58
136
11
6
8
45
100
16
26
310
59
17
22
24
91
16
11
77
13
1
106
411
14
-9
39
90
45
25
5
7
32
42
1700
10
7
22
9
900
25
164
19
24
3
100
11
40
64
-

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

47

SEPTEMBER, 2015

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


Nine months ended 31st Dec. 2014
TI
(Rs. crs) (Rs. crs)
31.12.14

Company/ Bank Equity


Shriram City Union F.
66
Sintex Ind.
37
SJVN
4137
Skipper
10
SKM Egg
26
SKS Microfinance
126
Solar Ind.
18
Sonata Soft
11
Srikalahasti Pipes
40
Star Ferro
22
State Bank of B&J
70
State Bank of India
747
State Bank of Mys
48
State Bank of Patial
368
Sterlite Tech.
79
Subros
12
Sumeet Ind.
58
Sun Pharma
207
Sun TV
197
Sundaram Finance
111
Sundram Fasteners
21
Surana Solar
25
Suryalakshmi Cotton
17
Symphony
7
Tata Chemicals
255
Tata Coffee
19
Tata Elxsi
31
Tata Metaliks
25
Tata Motors
644
TCS
196
Thermax
24
Titan Co.
89
Torrent Pharma
85
Tourism Finance
81
Transport Corp.
15
Tube Investments
37
TV Today Network
30
TVS Motor
48
TVS Srichakra
8
Ucal Fuel Systems
22
Ultratech Cement
274
Umang Diaries
11
Union Bank of India
636
United Bank
717
V2 Retail
22
Vijaya Bank
859
Vindhya Telelinks
12
Vishnu Chemicals
12
Wabco India
9
Welspun India
100
Whirlpool of India
127
Wipro
494
Wonderla Holidays
57
Yes Bank
417
Zensar Tech.
44
Zicom Electronic
18

2590
4858
2431
813
205
526
962
1290
782
1009
7297
126357
5656
8408
2051
891
962
13000
1695
1677
1786
102
544
266
13470
1241
618
813
195220
70429
3177
9407
3499
141
1631
7330
380
7641
1431
405
17751
177
26223
8774
221
9746
398
297
965
3937
2518
35147
145
9940
1988
777

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.14 31.12.13
31.12.13
31.12.14 31.12.13
31.12.14 31.12.13
2369
3881
1562
610
169
381
793
1225
742
793
6591
112460
5071
8132
2081
844
945
12022
1577
1668
1502
95
487
197
12200
1280
563
846
167517
60258
2920
8112
2959
141
1492
6552
292
5806
1214
347
15337
122
23726
8732
177
8387
282
239
795
3219
2168
32051
120
8689
1727
621

9
25
56
33
21
38
21
5
5
27
11
12
12
3
-1
6
2
8
7
1
19
7
12
35
10
-3
10
-4
17
17
9
16
18
9
12
30
32
18
17
16
45
11
25
16
41
24
21
22
16
10
21
14
15
25

1,589
613
1649
131
23
290
166
121
109
126
1489
26504
929
1041
146
39
52
5414
742
1292
202
12
48
83
1396
204
106
117
21231
18872
264
816
727
62
87
787
100
347
120
39
2145
8
4171
1636
21
947
41
43
112
697
201
7087
58
2312
258
75

1550
445
1035
61
11
185
121
63
66
16
1190
21481
803
1035
112
30
54
5092
722
1299
126
5
36
54
1131
219
66
46
16885
17490
224
707
538
60
72
666
65
244
65
30
1869
4
3898
1519
8
771
24
33
94
98
105
6354
46
2008
236
56

3
38
59
115
109
57
37
92
65
688
25
23
16
1
30
30
-4
6
3
-1
60
140
33
54
23
-7
61
154
26
8
18
15
35
3
21
18
54
42
85
30
15
100
7
8
163
23
71
30
19
611
91
12
26
15
9
34

650
609
2301
105
30
150
170
138
97
225
132
71
46
6004
1253
599
219
11
47
83
1491
223
134
101
28464
22692
354
871
916
64
107
805
133
463
117
39
2914
9
19
33
29
162
770
276
9212
76
310
63

588
476
1517
33
9
46
131
81
46
71
131
62
37
3152
1125
573
178
7
36
55
996
142
100
22
21669
19353
300
782
591
64
86
701
88
377
53
21
2693
5
7
18
21
146
604
171
8031
57
297
51

11
408
28
331
52 1492
215
59
233
17
226
147
30
107
70
99
111
53
217
38
497
- 9360
273
236
1
45
15
13
24
21
91 4388
11
534
5
363
23
119
57
7
30
17
51
58
50
671
57
81
34
72
359
73
31 12270
17 16140
18
204
11
608
55
621
1
49
24
54
15
277
51
72
23
257
121
70
86
17
8 1441
80
5
- 1338
151
171
9
343
83
22
35
12
11
90
27
378
61
155
15 6381
33
44
- 1454
4
193
24
32

374
204
970
16
3
43
79
54
22
-32
494
7850
167
206
40
8
17
1617
519
342
93
3
11
39
194
65
50
10
10073
13806
147
535
420
44
41
242
45
210
26
6
1341
2
1117
-1683
3
280
11
7
85
10
87
5570
33
1188
182
28

9
62
54
269
467
242
35
83
141
1
19
63
15
13
63
24
171
3
6
28
133
55
49
246
25
44
630
22
17
39
14
48
11
32
14
60
22
169
183
7
150
20
200
23
100
71
6
3680
78
15
33
22
6
14

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

48

SEPTEMBER, 2015

TECHNICAL ANALYSIS

BPCL : MOVING IN A NARROW RANGE


123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
975
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
925
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
875
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
825
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
775
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
725
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
M
J
J
A
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789

HPCL : MOVING IN A NARROW RANGE

123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
1000
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
950
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
900
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
850
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
800
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
750
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
700
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
650
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
600
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
550
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
M
J
J
A
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
KOMPELLA PORTFOLIO INVESTMENT ADVICE

49

SEPTEMBER, 2015

INDEX : BSE SENSEX & NSE NIFTY

BSE Sensex (Daily Closing): at 26,283.09 on August 31, 2015


123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
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123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
30000
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
123456789012345678901234567890121234567890123456789012345678901212345678901234567890123456789
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29500
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NSE Nifty (Daily Closing): at 7,971.30 on August 31, 2015

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

SEPTEMBER, 2015

50

ENERGY STOCKS

CPCL : FINE START - NET PROFIT OF RS.924CRS IN Q1


Chennai Petroleum Corporation Ltd. has made a fine start
for the first quarter ended 30th June, 2015. For Q1FY16, it has reported an Operating Profit of 1,001crs against an Operating Loss of
Rs.108crs and Net Profit of Rs.924crs against Rs.510crs on a Total
Income of Rs.9,053crs against Rs.12,989crs over Q1FY15. The EPS
for the quarter is Rs.62/-. The company has strong fundamentals. Its
Paid-up Capital is small at Rs.149crs with a high Networth of
Rs.1,655crs. Its Return on Networth is high at 56% for the quarter.
Technically the scrip is moving around Rs.235/- with a low P/E Ratio
of 1 and Book Value of Rs.111/-.
FH (in crs)

MR GAUTAM ROY, MD
CPCL achieved a turnover of Rs.11,386 Crore for the first
quarter ending June 2015 as compared Rs.14,222 Crore in
the corresponding period during the previous year. The reduction in turnover is mainly due to the sharp fall in prices of
petroleum products from the second half of the year 2014-15.
However, CPCL earned a higher Gross Refining Margin (GRM)
of US$ 10.09 per bbl during the first quarter of 2015-16 as
against US$ 1.88 per bbl during the same period last year as
the product cracks have improved over the previous year
coupled with continued strong physical performance. CPCL
posted a Profit Before Tax of Rs.924 Crore, as compared to
the loss of Rs.193 Crore incurred during the first quarter of
previous year. The Profit After Tax increased by 81% on a
Quarter-to-Quarter basis from Rs 510 Crore to Rs.924 Crore.
Physical Performance
CPCL achieved the highest ever Crude thruput of 2845 Thousand Metric Tonnes (TMT) for the first quarter of 2015-16 as
compared to 2819 TMT in the corresponding quarter of the
previous year. The Total Distillates production was also the
highest at 74.3% during the first quarter of 2015-16 as compared to 71 .3% in the first quarter of last year.
In addition, CPCL has also initiated a number of Energy Conservation schemes with an objective to reduce internal fuel
consumption which will contribute to bottom line on recurring
basis. During the year 2014-15, CPCL saved about 13,100
tonnes of fuel (approx. 0.12% of thruput) by implementing
various Energy Conservation schemes.
Towards widening the Crude Oil Basket of CPCL, the Company has procured a new Crude - Akpo Blend (Nigeria), during the first quarter of 2015-16.
CAPEX plans
The Planned Capex for the year 2015-16 is Rs.1,392 Crore
including Non-Plan schemes of Rs.92 Crore. The actual project
expenditure during the first quarter is almost in line with the
target at Rs.225 Crore.
PROJECTS UNDER IMPLEMENTATION
Resid Upgradation Project
In order to maximize the distillates yield of the Manali Refinery
and increase the proportion of sour Crude processing, the
Company is implementing a Resid Upgradation Project at an
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
149.00
1506.08
1655.08
55.80
111.08
10.00
9053.43
1000.71
983.75
60.24
923.51
923.51
61.98
233.60
0.94
10.20
11.05

30.06.14
(3 M)
149.00
1573.45
1722.45
29.62
115.60
10.00
12989.44
-107.96
-97.77
95.52
-193.29
-703.40
510.11
34.24

3.93
-

% CH
-4.28
-3.91
88.39
-3.91
-30.30
-36.93
81.04
81.02

159.54
-

31.03.15
(12 M)
149.00
1506.08
1655.08
111.08
10.00
41865.96
-375.36
-516.27
226.12
-742.39
-703.40
-38.99
-

31.03.14
(12 M)
149.00
1573.45
1722.45
115.60
10.00
49342.63
209.66
58.62
389.58
-330.96
-27.11
-303.85
-

0.42

%CH
-4.28
-3.91
-3.91
-15.15
-41.96
-

estimated cost of Rs.3110 Crore. This project involves construction of


major units like Delayed Coker Unit (DCU), Sulphur Recovery Unit (SRU)
and other Utilities & Offsite packages and Revamping of existing Hydro
Cracker Unit for an additional 20% capacity increase. The Project is scheduled for mechanical completion by the year 2016. CPCL has achieved a
physical progress of 54.89% at the end of the first quarter.
New Crude Oil Pipeline
Activities are initiated to replace the existing Crude oil pipeline running from
Chennai Port to Manali Refinery with a new Crude oil pipeline with stateof-the-art technology and safety features, to ensure reliable and faster
crude transfer to refinery, at a cost of Rs.257.87 Crore. The new pipeline
is aligned along the berm of Ennore - Manali Road Improvement Project.
Statutory approvals from Ministry of Road Transport and Highways
(MQRTH) and Petroleum and Explosives Safety Organisation (PESO) were
obtained by May 2015. The tendering jobs are in progress and the project
is scheduled for completion by the year 2016.
FUTURE PROJECTS
BS IV compliance - DHDS Revamp
As per the Auto Fuel Vision and Policy 2025 of Government of lndia, 100%
BS-IV quality fuels have to be supplied by the refineries from April 2017
and 100% BS-V/VI quality fuels from April 2020. To comply with this directive, the existing Diesel Hydro-desulphurisation Unit (DHDS) is proposed
for revamp from 1.8 MMTPA to 2.34 MMTPA to ensure 100% BS-IV production from the Manali Refinery. After the revamp, CPCL will be in a position to
produce Hydro-treated Diesel with less than 10 ppm Sulphur. Engineering
activities are in progress with a target to commission by 31st March 2017.
CPCL is already capable of meeting BS-IV spec for total MS production.
J

51

SEPTEMBER, 2015

ENERGY STOCKS

MRPL : SMART RECOVERY


Mangalore Refinery and Petrochemicals Ltd., a subsidiary of ONGC
and Schedule A Mini Ratna company has reported encouraging working results for
the first quarter ended 30th June, 2015. For the quarter it has reported an Operating
Profit of Rs.573crs and Net Profit of Rs.406crs on a Total Income of Rs.11,317crs.
The EPS for the quarter is Rs.2/-. The company has strong fundamentals. Its Paidup Capital is small at Rs.1,753crs with a high Networth of Rs.5,305crs. Its Return
on Networth is high at 8% for the quarter. Technically the scrip is moving around
Rs.55/- with a low P/E Ratio of 6 and Book Value of Rs.30/-.
MRPLs refining throughput was 3.89 MMT as against 3.20 MMT in the
corresponding quarter of previous year. The GRM for the quarter was posted at
$6.62 /bbl as against $0.66 /bbl during the corresponding quarter. The Company
has posted a Profit After Tax of Rs. 406 Crore as against loss of Rs. 36 Crore
during the corresponding previous quarter.
FINANCIAL PERFORMANCE:
MRPL recorded profit of Rs. 406 Crore in the 1st Quarter of 2015-16 as against
loss of Rs. 36 Crore during the corresponding previous quarter. The increased
profit is on account of increased margins in the products coming out of the
secondary units in Phase III units and also on account of increase in the gap
between the prices of crude oil and those of refined products during the 1st
Quarter 2015-16 as compared to the corresponding previous quarter.
POLYPROPYLENE PRODUCTION:
MRPL has successfully started commercial production of Polypropylene from its
440 KTPA (Kilo-Tonnes Per Annum) Polypropylene Unit (PPU) on 18th June,2015.
With this, MRPLs Phase-III of refining expansion is fully completed.
OMPLS PROPOSED AMALGAMATION INTO AND WITH MRPL:
The Company has initiated downward integration by amalgamation of ONGC
Mangalore Petrochemicals Limited (OMPL) with the company. OMPL has recently
commissioned a state-of-the-art Aromatic Complex with 914 KTPA capacity of
Para-Xylene and 283 KPTA capacity of Benzene adjacent to the refinery.
MARKETING:
The Company has retained its strong market presence in its Refinery zone for the
products (viz. Petcoke, Sulphur) and has also been able to get a good response for
the new product Polypropylene introduced during this quarter .
The Company could evacuate on a consistent basis Petcoke and Sulphur in
domestic as well as export market.
The company could evacuate higher volumes of products in domestic market
thereby reducing the exports. The percentage of domestic volume during Q1 of FY
2015-16 stood at 70% as against 60% in Q1 of FY 2014-15. Typically net price
realised in domestic market is more than that in export.

MR H KUMAR, MD
FH (in crs)

30.06.15
(3M)

30.06.14
(3 M)

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

1752.60
3552.30
5304.90
7.65
30.27
10.00
11316.67
572.99
657.65
148.58
509.07
103.17
405.90
2.32
55.75
6.01
3.59
5.06

1752.60
5316.21
-33.18
7068.81
-24.95
40.33
-24.94
10.00
15743.55
-28.12
-242.03
20.51 3106.48
94.56
57.13
-74.05
-37.95
-36.10
-

% CH

31.03.15
(12 M)
1752.60
3552.30
5304.90
30.27
10.00
57477.07
-2572.70
-1657.28
498.61
-2155.89
-443.66
-1712.23
-

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

52

SEPTEMBER, 2015

BANKING

CANARA BANK : HIGHER PROVISIONS


Canara Bank has reported improved working results for the first quarter ended 30

June, 2015. For the quarter,


it has reported an Operating Profit of Rs.2,004crs and Net Profit of Rs.479crs on a Total Income of Rs.12,253crs. The EPS
for the quarter is Rs.9/-. For the year, the Total Income has increased by 11% from Rs.43,480crs to Rs.48,300crs while the
Operating Profit has increased by 2% from Rs.6,796crs to Rs.6,950crs and Net Profit by 11% from Rs.2,438crs to
Rs.2,703crs. The EPS for the year is Rs.57/-. It has announced 105% Dividend for the year. The Bank has strong fundamentals. Its Paid-up Capital is small at Rs.515crs with a high Networth of Rs.26,493crs. Technically the scrip is moving
around Rs.280/- with a P/E Ratio of 8 and Book Value of Rs.514/-.
Major Highlights Q1FY16
Total Business at Rs.7.96 lakh crore, up by 8.74% y.o.y.
Total Deposits at Rs.4.72 lakh crore, up by 10% y.o.y.
CASA grew by 11.53% y.o.y to Rs.109684 crore and CASA
ratio (domestic) improved to 24.62% y.o.y from 24.15% last
year.
Advances (net) at Rs.3.24 lakh crore, up by 6.96% y.o.y.
Sustained good growth in retail business (y.o.y)- MSME
(25.32%), MSE (27.48%), Retail Lending (15.97%), Housing
(direct) (27.47%), Vehicle (14.12%), Education (15.54%) and
Other Personal loans (40.88%).
Operating Expenses reduced by 2.12% y.o.y. Interest
expenses, including interest paid on deposits contained
around March 2015 quarter level.
Non-Interest Income at Rs.1113 crore, up by 8.38% y.o.y.
Net Interest Margin (NIM) (Domestic) at 2.35% and NIM
(Global) at 2.21%.
Cost-income ratio down to 44.80% from 48.06% last year.
Stabilized Gross NPA at Rs.13081 crore over March 2015
level of Rs.13040 crore.
Gross NPA Ratio stood at 3.98% from 3.89% at March 2015
and 2.67% as at June 2014.
Net NPA ratio at 2.74% from 2.03% as at June 2014.
Cash Recovery at Rs.1056 crore.
Provision Coverage ratio at 59.02%.
Gross profit at Rs.2004 crore, up by 11.62% y.o.y
With increase in provision, net profit for Q1FY16 stood at
Rs.479 crore.
26 branches and 506 ATMs added during the Q1FY16, taking
the global tally of branches to 5708 and ATMs to 9039.
Enhanced E-transactions to 51.10% from 44.34% last year.
Income and Expenses- Q1 FY16
Total income increased to Rs.12253 crore compared to
Rs.11728 crore last year.
Income from loans/advances increased to Rs.8101 crore
from Rs.7905 crore last year.
Non-interest income increased by 8.38% y.o.y to Rs.1113
crore.
Total interest expenses increased moderately by 4.25% y.o.y
to Rs.8623 crore. Interest expenses, including interest paid
on deposits, contained around March 2015 quarter level.
Operating expenses declined by 2.12% y.o.y to Rs.1626
crore.
Net interest income for the quarter increased to Rs.2516
crore from Rs.2429 crore last year.
Net Interest Margin (NIM) (Domestic) stood at 2.35% and NIM
(Global) was at 2.21%.
Cost-income ratio came down by 326 basis points to 44.80%
from 48.06% last year.
Profits and Profitability Q1 FY16
Total provision for the quarter was at Rs.1525 crore
compared to Rs.988 crore for Q1FY15.
KOMPELLA PORTFOLIO INVESTMENT ADVICE

th

The provision for NPAs during the quarter was Rs.1143 crore compared
to Rs.1125 crore for Q1FY15.
Gross profit at Rs.2004 crore increased by 11.62% y.o.y and Net profit
for Q1FY16 stood at Rs.479 crore, on account of higher provisioning.
While Earnings per Share (EPS) for the quarter was at Rs.9.63, Book
Value increased to Rs.548.45 compared to Rs.521.68 as at June 2014.
Business Performance
Global Business increased to Rs.795940 crore, with a y.o.y growth of
8.74%.
Global Deposits reached Rs.471877 crore, with a y.o.y growth of 10%.
Advances (Net) rose to Rs.324063 crore, with a y.o.y growth of 6.96%.
The Banks overseas business constituted 6.44% of the total business.
Total business of the foreign branches increased to Rs.51245 crore from
Rs.41194 crore a year ago.
CASA deposits increased by 11.53% y.o.y to Rs.109684 crore and CASA
share (domestic) improved to 24.62% y.o.y from 24.15% last year.
The Banks clientele accounts increased to 6.75 crore, comprising 6
crore under deposit accounts and 75 lakh under borrowal accounts.
Over 1.1 crore clientele accounts added y.o.y
While Business per Employee increased to Rs.14.43 crore, Business per
Branch stood at Rs.139.44 crore.
Capital Adequacy under New Basel III norms
Capital Adequacy Ratio as per Basel III norms stood at 10.75% (as against
mandatory requirement of 9%). CET ratio at 7.65% (against mandatory
requirement of 5.5%) and Tier I ratio of 8.28% (as against mandatory
requirement of 7%). The Bank in April 2015 raised Rs.1520 crore equity
capital.
Adequate headroom available to raise capital to support business growth
momentum.
Government shareholding is at 64.48%.
Asset Quality
Stabilized Gross NPA level at Rs.13081 crore over March 2015 level of
Rs.13040 crore.
Gross NPA ratio stood at 3.98% compared to 3.89% at March 2015 and
2.67% as at June 2014. Net NPA ratio stood at 2.74% compared to 2.03%
last year. Provision coverage ratio stood at 59.02%. Cash Recovery during
Q1FY16 aggregated to Rs.1056 crore.
The Banks outstanding restructured portfolio at Rs.28704 crore,
constituting 8.73% of the gross advances.
Diversified Credit Portfolio
Outstanding advances to various Priority Segments rose to Rs.121978
crore compared to Rs.103694 crore as at June 2014, with a growth of
17.63% y-o-y.
Advances under Agriculture portfolio increased by 12.91% to Rs.60924
crore, achieving 19.26% to ANBC as against the mandated target of 18%.
Credit to Micro, Small and Medium Enterprises (MSMEs) increased to
Rs.61804 crore, with a y-o-y growth of 25.32%.
Credit to M&SE reached Rs.47403 crore, with a y-o-y growth of 27.48%
(against mandated norm of 20%). The number of micro enterprises
accounts recorded a growth of 29.50% against mandated norm of 10%.
Credit to women beneficiaries increased to Rs.39818 crore, accounting
for 13.77% to ANBC against 5% norm.

53

SEPTEMBER, 2015

BANKING

Retail lending portfolio increased to Rs.41976 crore, with a y-o-y


growth of 15.97%. The share of retail credit in domestic credit
increased to 13.91% compared to 12.72% last year.
Outstanding housing (direct) grew by 27.47% y.o.y to Rs.17261
crore. Total housing constitutes 52% of the total retail lending
portfolio.
Other Personal Loans grew by 40.88% to Rs.10522 crore and
Vehicle loans registered a growth of 14.12% to Rs.3806 crore.
Education loan portfolio rose to Rs.5830 crore, with a y-o-y growth
of 15.54%, covering 2.75 lakh students.
A Holistic Approach to Financial Inclusion (FI)
Pradhan Mantri Jan Dhan Yojana (PMJDY)
Opened 68.26 lakh accounts under PMJDY, with a CASA deposit
balance of Rs.993 crore.
Issued 68.26 lakh Rupay Debit Cards, out of which linked 54.25
lakh personalized Rupay Debit Cards to PMJDY accounts.
Covered all allotted SSAs/Wards by opening 807 brick & mortar
branches and engaging 2459 BC agents.
The Bank has enrolled 1.41 crore residents under Aadhaar and
96.73 lakh accounts seeded with Aadhaar number.
Social Security Schemes
51.86 lakhs enrolments have been done so far under both Pradhan
Mantri Jeevan Jyoti Bima Yojana (PMJJBY-15.75 lakhs) & Pradhan
Mantri Suraksha Bima Yojana (PMSBY - 36.11 lakhs). Under Atal
Pension Yojana (APY) the Bank has mobilized over 56,000
applications so far.
Financial Inclusion
Banking facilities provided in all allotted 10049 villages.
Total Financial Inclusion branches increased to 807 and 2459 BC
agents engaged for financial inclusion activities. 479 Ultra Small
Branches (USBs) are also functioning to provide banking facilities.
All financial Inclusion branches have mobilized a business of
Rs.9347 crore, comprising total deposits of Rs.4221 crore ( Rs.2157
crore CASA deposits) and advances of Rs.5126 crore.
19 Micro Finance branches have mobilized a total business of
Rs.436 crore.

1.43 crore Basic Savings Bank Deposit (BSBD) accounts have a


CASA balance of Rs.2482 crore.
The Bank has formed 119 farmers club during the current FY.
7440 Self Helf Groups (SHGs) were formed and 7335 SHGs credit
linked to the extent of Rs.147 crore. Exposure under SHGs increased
to Rs.2488 crore under 116057 SHGs.
Business Correspondent agents have done 9.55 lakh transactions
amounting to Rs.162 crore during the current FY.
65 Financial Literacy Centres (FLCs) opened at District/ Block
levels. 2.53 lakh persons have been educated and 20195 persons
have been counseled upto June 2015 this year.
Enhanced Delivery Channels
As at June 2015, the Bank had 5708 branches, including 7 overseas
branches.
The Bank added 506 ATMs during the quarter, taking the total
number of ATMs to 9039 as at June 2015. The Banks debit card
base rose to 2.71 crore. As at June 2015, the Bank had 147 hi-tech
e-lounges in major centres for customers to do banking transactions
themselves. The ratio of e-transactions increased to 51.10%
compared to 44.34% last year.
Customer Friendly New Products/ InfoTech Initiatives
Web Package for Social Security Schemes of Government of India
released.
Facilities to accept subscription of Social Security Schemes of
Govt. of India through ATM, SMS and Internet Banking.
Facility for sending CASA/Term Deposit balance certificate through
e-mail for customers.
Facility for sending SMS to customers for maintaining minimum
balance in the account.
Tool for Proactive Risk Management enabled for ATMs.
Goals for FY16
Thrust on Retail Business & Asset Quality CASA, Retail Deposits,
Retail Credit, Fee Income and NPA Management and improving
operational ratios, such as, NIM, RoA, RoE and Cost-to-Income.

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

54

SEPTEMBER, 2015

BANKING

CITY UNION BANK : IMPROVED PERFORMANCE


City Union Bank has reported improved working results for the first quarter ended
30 June, 2015. For the quarter, it has reported an Operating Profit of Rs.197crs and Net
Profit of Rs.112crs on a Total Income of Rs.811crs. The EPS for the quarter is Rs.2/-. For the
year, the Total Income has increased by 10% from Rs.2,826crs to Rs.3,103crs while the
Operating Profit has increased by 19% from Rs.581crs to Rs.693crs and Net Profit by 14%
from Rs.347crs to Rs.395crs. The EPS for the year is Rs.7/-. It has announced 110%
Dividend for the year. The Bank has strong fundamentals. Its Paid-up Capital is small at
Rs.60crs with a high Networth of Rs.2,696crs. Its Return on Networth is at 15% for the year.
Technically the scrip is moving around Rs.95/- with a P/E Ratio of 13 and Book Value of
Rs.45/-.
th

FH (in crs)

DR N KAMAKODI, MD & CEO


FINANCIAL PERFORMANCE:
Gross profit for Q1 FY 2015-2016 went up by 14% to
Rs.197.16 Cr. and PAT grew by 12% to Rs.111.56 Cr. The Net
interest income rose by 20% to Rs.223.63 Cr.
Total Deposits of the bank increased by 12% to Rs.25111 cr
as on June 30, 2015 from Rs.22383 cr as on June 30, 2014.
Gross Advances went up by 11% to Rs.17901 cr as on June
30, 2015 from Rs.16153 cr as on June 30, 2014.
The Savings bank deposits recorded growth of 16% and
growth in CASA was 17% as on June 30, 2015. Percentage
of CASA on Total Deposits is 19%.
The Banks Balance Sheet size increased by 14% to Rs.29115
cr as on June 30, 2015 from Rs.25516 cr as on June 30,
2014.
Net Interest Margin for the quarter stood at 3.59% and Return on Assets at 1.57%.
Cost to Income Ratio for Q1 FY 2016 decreased from 41.94%
corresponding last year to 39.99% in Q1 FY 2016.
Gross & Net NPA level stood at 2.01% & 1.32% respectively
as on 30 June 2015. The Provision Coverage Ratio as at June
30, 2015 stood at 61%.
Other Performance Highlights and Ratios
Deposits at Rs.25111 cr - Growth of 12%
Advances (Gross) at Rs.17901 cr - Growth of 11%
Annualized Return on Assets of 1.57% and Return on Equity
16.43%
Net Interest Margin at 3.59%
Capital Adequacy Ratio - Basel III - 15.72%
Basic EPS (not annualized) - Rs.1.87
Diluted EPS (not annualized) - Rs.1.77
Provision Coverage Ratio at 61%
Functional Performance of the Bank:
Operates 481 branches and 1226 ATMs (onsite & offsite)
3415 Point of sale (POS) machines installed
TNEB Payment through mobile banking
Service through KIOSK
Express Desk Service
Chennai Corporation property tax payment

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin
% GNPAs
% NNPAs

30.06.15
(3M)
59.66
2635.87
2695.53
4.14
45.18
1.00
810.93
197.16
45.10
152.06
40.50
111.56
1.87

30.06.14
(3 M)
54.27
1970.66
2024.93
4.91
37.31
1.00
754.03
172.69
42.69
129.99
30.50
99.49
1.83

% CH

96.60
12.91
13.76
24.31
2.01
1.32

13.19
22.90
1.91
1.28

4.32
6.16
-

9.93
33.76
33.12
-15.68
21.09
7.55
14.17
5.65
16.98
32.79
12.13
2.19

31.03.15
(12 M)
59.66
2635.87
2695.53
14.65
45.18
1.00
3102.96
692.65
182.52
521.02
126.00
395.02
6.62
1.10

31.03.14
(12 M)
54.27
1970.66
2024.93
17.14
37.31
1.00
2825.79
580.97
167.40
413.57
66.50
347.07
6.40
1.00

12.73
22.32
1.86
1.30

12.28
20.56
1.81
1.23

%CH
9.93
33.76
33.12
-14.53
21.09
9.81
19.22
9.03
25.98
89.47
13.82
3.44
-

3.66
8.56
-

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

55

SEPTEMBER, 2015

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E-mail: kompella@investmentadvice.in

BANKING

J&K BANK : BELOW BOOK VALUE


J

&K Bank has reported improved working results for the first
quarter ended 30th June, 2015. For the quarter, it has reported an Operating Profit of Rs.458crs and Net Profit of Rs.159crs on a Total Income
of Rs.1,888crs. The EPS for the quarter is Rs.3/-. For the year, it has
reported an Operating Profit of Rs.1,836crs and Net Profit of Rs.509crs
on a Total Income of Rs.7,655crs. The EPS for the year is Rs.10/-. The
Bank has strong fundamentals. Its Paid-up Capital is small at Rs.48crs
with a high Networth of Rs.6,110crs. Its Return on Networth is at 8% for
the year. Technically the scrip is moving around Rs.100/- with a low P/E
Ratio of 8 and high Book Value of Rs.126/-.

MR MUSHTAQ AHMAD, CHAIRMAN & CEO


FH (in crs)

Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin
% GNPAs
% NNPAs

30.06.15
(3M)

30.06.14
(3 M)

% CH

31.03.15
(12 M)

48.49
6061.56
6110.05
2.60
126.01
1.00
1888.35
458.31
212.87
245.44
86.68
158.76
3.27

48.49
5675.12
5723.61
2.27
118.04
1.00
1899.00
447.52
246.77
200.75
70.70
130.05
2.68

6.81
6.75
14.54
6.75
-0.56
2.41
-13.74
22.26
22.60
22.08
22.01

48.49
6061.56
6110.05
8.32
126.01
1.00
7655.10
1835.83
1015.52
820.31
311.71
508.60
10.49
2.10

100.85
7.71
8.41
24.27
6.63
2.95

6.85
23.57
4.16
2.18

22.77
2.97
-

6.64
23.98
5.97
2.77

J&K Bank posted a net profit of Rs 158.76 Cr for the quarter


ended June 2015 thereby registering growth of 22.08 % over Rs 130.05
Cr recorded for the corresponding quarter of last financial year.
The Banks net interest income for Q1 increased by about 9 % in the
quarter and is at Rs 694.84 Cr as against Rs 637.69 Cr while as the
Non-interest income improved to Rs 135.62 Cr as against Rs 130.99
Cr recorded during the corresponding quarter of the previous year.
The Net Interest Margin (NIM) jumped to 3.93 % as against 3.63 %,
while as the Return on Assets (RoA) has improved to 0.88 % as
compared to 0.72 % recorded during the corresponding period of the
previous year.
The operating profit is Rs 458.31 Cr as against Rs 447.52 Cr recorded
during the corresponding period of previous year.
The Deposits of the bank were at Rs 62264.91 Cr while as the advances
have reached Rs 43267.28 Cr, taking the total business of the bank to
Rs 105532.19 Cr as on 30.06.2015.
The Net NPA ratio of the bank stood at 2.95 % for the quarter, while as
the Provision Coverage Ratio (PCR) is 60.68 %.
The Capital Adequacy Ratio of the bank under BASEL (II) is 13.11 %
while under BASEL (III) it is 12.93 % as on June 30, 2015 against
regulatory stipulation of 9%. During the quarter, the bank added 21
ATMs and 4 Business Units raising total number of branches to 821
and ATMs to 906.
Notably, the Q1 profits have increased by 56.24 % when compared with
the banks profits earned in Q4 of the FY 2014-15.
Meanwhile, in order to increase the operational efficiency in J&K, the
zonal structure of the Bank has been re-organized thereby creating 4
more business zones (with 2 each for Kashmir and Jammu division)
taking their number to 11 in the State. The decision is part of a
consolidation process that augments the banks expansion plans.

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

57

SEPTEMBER, 2015

BANKING

VIJAYA BANK : OPERATING PROFIT UP BY 35%

Vijaya Bank has reported improved working results for the first quarter ended 30

June, 2015. For the quarter, it


has reported an Operating Profit of Rs.393crs and Net Profit of Rs.143crs on a Total Income of Rs.3,289crs. The EPS for
the quarter is Rs.2/-. For the year, the Total Income has increased by 15% from Rs.11,416crs to Rs.13,152crs while the
Operating Profit has increased by 14% from Rs.1,104crs to Rs.1,259crs and Net Profit by 6% from Rs.416crs to Rs.439crs.
The EPS for the year is Rs.5/-. The Bank has strong fundamentals. Its Paid-up Capital is small at Rs.859crs with a high
Networth of Rs.5,923crs. Its Return on Networth is at 7% for the year. Technically the scrip is moving around Rs.35/- with
a low P/E Ratio of 5 and high Book Value of Rs.69/-.
Business (Y-o-Y)
Total business for the period ended 30th June, 2015 registered a growth of 4.86 % and increased to Rs.205277 cr from
Rs. 195768 cr as of 30th June 2014.
Deposits increased from Rs.118677 cr as on 30th June 2014
to Rs. 120477 cr as on 30th June 2015, up by 1.52 %.
CASA has increased from Rs.22722 cr as of 30.06.2014 to
Rs.24284 Cr as of 30.06.2015, up by 6.87 %. The percentage
of CASA deposits also improved to 20.16% from 19.45%.
Advances increased to Rs.84800 cr as on 30th June 2015
from Rs.77090 cr as on 30th June 2014, up by 10%.
Of the Advances,
Priority Sector portfolio increased by 22.98% i.e, from Rs.
25158 cr. as of 30.06.2014 to Rs. 30940 cr as of 30.06.2015.
Direct agriculture advances increased by 18.27% to Rs.7734
cr as of 30.06.2015.
Total Retail advances increased to Rs.19125 cr as of
30.06.2015 from Rs. 15945 cr as of 30.06.2014 up by 19.94%.
Retail advances are 22.55 % of total advances.
Advances to Weaker Section increased by 44.76% and Advances to Women beneficiaries increased by 25.82 %.
Income
Interest income on advances for three months period ended
30.06.2015 increased to Rs.2273 cr against Rs. 2097 cr for
the corresponding period of last year, up by 8.39 %
Income on investments for Q1 of FY 2015-16 increased to
Rs.806 cr from Rs.804 cr for the three months period ended
30.06.2015.
Other income of the Bank has improved to Rs.198 cr from
Rs.166 cr up by 19%.
Total income of the Bank for Q1 ended 30.06.2015 increased
to Rs.3289 cr against Rs.3190 cr for the quarter ended
30.06.2014, up by 3.11 %.
Profit
Operating profit for the quarter ended June 2015 increased
from Rs.290.05 cr to Rs. 392.75 cr registering a growth of
35.41%. Banks net profit for June 2015 is Rs.143 cr and
showed an improvement of 47.30% when compared to March
2015 quarter.
Asset Quality
Banks Gross NPA ratio as on 30th June 2015 is 3.39 %.
Net NPA ratio of the Bank as on 30th June 2015 is 2.45%.
Provision coverage ratio of the Bank is at 60.59% as on
30.06.2015.
Capital Adequacy
Capital to risk weighted assets ratio is at 11.12 % (Basel III)
with Tier I ratio at 8.06 % and Tier II ratio at 3.06 %.
CRAR of the bank is above the minimum stipulated level of 9%.
Branch Network
Total number of Branches as on 30.06.2015 is at 1689.
Total number of ATMs as on 30.06.2015 is at 1437.
Human Resources
Total staff strength as on 30.06.2015 stood at 13852.
Other Highlights
Pradhan Mantri Jan Dhan Yojana (PMJDY) is being implemented
on mission mode from 28.08.2014. Vijaya Bank has so far
KOMPELLA PORTFOLIO INVESTMENT ADVICE

FH (in crs)
Capital
R&S
Networth
Return on Nw
B.V. (Rs.)
F.V.
T.I.
O.P.
P&C
PBT
Tax
PAT
EPS (Rs.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin
% GNPAs
% NNPAs

th

30.06.15
(3M)
859.12
5064.12
5923.24
2.41
68.95
10.00
3289.05
392.75
146.38
246.37
103.78
142.59
1.66

30.06.14
(3 M)
859.12
4779.81
5638.93
2.86
65.64
10.00
3189.95
290.05
93.52
196.53
35.07
161.46
1.88

% CH
5.95
5.04
-15.73
5.04
3.11
35.41
56.52
25.36
195.92
-11.69
-11.70

36.45
5.49
4.34
11.94
3.39
2.45

5.06
9.09
2.68
1.77

-14.23
31.35
-

31.03.15
(12 M)
859.12
5064.12
5923.24
7.42
68.95
10.00
13152.49
1259.03
859.13
399.90
-39.51
439.41
5.11
1.50

31.03.14
(12 M)
859.12
4779.81
5638.93
7.38
65.64
10.00
11416.42
1103.73
655.78
447.95
32.04
415.91
4.84

3.34
9.57
2.78
1.92

3.64
9.67
2.41
1.55

%CH
5.95
5.04
0.54
5.04
15.21
14.07
31.01
-10.73
5.65
5.58

-8.24
-1.03
-

opened 12.56 lakh new Basic SB accounts and mobilised Rs.79.72 cr


deposits and all the account holders have been issued Rupay Cards.
Bank is actively implementing the modified DBTL programme of the Govt.
of India by seeding Aadhaar number of LPG consumers into their accounts.
Under 3 New Social Security Schemes namely PRADHAN MANTRI
JIVANJYOTHI BIMA YOJANA [PMJBY], PRADHAN MANTRI SURAKSHA
BIMA YOJANA [PMSBY] and ATAL PENSION YOJANA[APY] the Bank has
enrolled 20,97,577 accounts

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58

SEPTEMBER, 2015

59

RNI Regd.No: 52868 / 87


Postal Regd. No.: HD/760/2015-17

DATE OF PUBLICATION : 1ST SEPTEMBER 2015


DATE OF POSTING : 5TH & 6TH SEPT. 2015 AT PATRIKA CHANNEL, SECBD

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