Price :

``45/-

I NVESTMENT A DVICE
Kompella Portfolio

Aurobindo
Pharma

Cadila
Healthcare

Cipla

GMR Infrastructure

Jet Airways

Indias No.1 Investment Magazine, Since 1987. Vol. XXVIII, No.10, OCTOBER 2015 ISSUE

IMPRESSIVE PERFORMANCE

MR SUDHIR MEHTA

MR H R SRINIVASAN,

DR ASHOK HALDIA,

CHAIRMAN

VICE-CHAIRMAN & MD

MD & CEO

TORRENT
POWER

TAKE
SOLUTIONS

PTC INDIA
FINANCIAL

For Free Sample Copy & Subscription visit :

www.investmentadvice.in

COVER STORY

TAKE SOLUTIONS : JUMP IN TOTAL INCOME & PROFITS

Take Solutions Ltd., a global business solutions provider with

MR H R SRINIVASAN, VICE-CHAIRMAN & MD

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

Key highlights:
Strategic foray into the trending sphere of big data in the Life
Sciences niche through US subsidiary. This will also enable it
to stay in step with new and evolving concepts in clinical
research.
Geographic expansion in Latin America with a regulatory
hub in Bogota, Columbia to better serve its clients.
Patent win from United States Patent and Trademark Office
(USPTO) for our Method for Optimizing Clinical Data
Standardization. This process leverages TAKE Solutions
Clinical Accelerators to reduce the time taken to standardize
trial data by over 50%.
Company background
Take Solutions is a leading domain focused technology
company offering services/solutions to the global market.
The company provides cost-effective and comprehensive
solutions for enterprises across diverse sectors including
pharmaceuticals, high technology, consumer packaged
goods, oil/gas, and automotive.
The company encompasses specialized lines of businesses
under distinct brands such as Navitas a pure play Life
Sciences company, TAKE Supply Chain & TAKE MEA flexible,
accessible, mobile Supply Chain software solution providers,
APA Engineering an International Sourcing and Engineering
services company and TAKE Enterprise Services Inc. - a
specialist provider of technology-driven business solutions
and software services.
The companys global headquarters is in Chennai, its U.S.
headquarters is located in Princeton, New Jersey. It has a
proven track record as a trusted partner in delivering worldclass solutions to more than 400 customers worldwide.

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)
12.00
512.42
524.42
7.53
43.70
1.00
228.59
28.75
63.88
19.38
44.50
2.60
39.50
3.29

30.06.14
(3 M)
12.00
458.05
470.05
2.76
39.17
1.00
161.55
16.80
30.15
14.50
15.65
2.11
12.99
1.08

% CH
11.87
11.57
172.83
11.56
41.50
71.13
111.87
33.66
184.35
23.22
204.08
204.63

143.10
10.87
17.28
12.58

8.04
10.40

114.93
20.96

31.03.15
(12 M)
12.00
512.42
524.42
13.33
43.70
1.00
730.43
89.81
144.98
59.61
85.37
5.44
69.88
5.82
1.00

31.03.14
(12 M)
12.00
458.05
470.05
12.34
39.17
1.00
815.54
70.37
139.64
76.88
62.76
1.00
58.00
4.83

9.57
12.30

7.11
8.63

%CH
11.87
11.57
8.02
11.56
-10.44
27.63
3.82
-22.46
36.03
444.00
20.48
20.50

34.60
42.53

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

COVER STORY

TORRENT POWER : MAINTAINING HIGH GROWTH RATE OF PROFITS

A

MR SUDHIR MEHTA,
CHAIRMAN

hmedabad based Torrent Power Ltd. has reported

excellent working results for the first quarter ended 30th June,
2015. For the quarter its Total Income has increased by 17%
from Rs.2,563crs to Rs.3,003crs while the Operating Profit has
jumped by 98% from Rs.276crs to Rs.545crs and Net Profit by
101% from Rs.86crs to Rs.173crs. The EPS for the quarter is
Rs.4/-. For the year it has reported an Operating Profit of
Rs.1,386crs and Net Profit of Rs.360crs on a Total Income of
Rs.10,423crs. The EPS for the year is Rs.8/-. The company has
strong fundamentals. Its Paid-up Capital is small at Rs.472crs
with a high Networth of Rs.6,556crs. Technically the scrip is
moving around Rs.180/- with a P/E Ratio of 12 and Book Value
of Rs.139/-.

Q1 FY 2015-16 vs Q1 FY 2014-15 :
Recovery of partial fixed cost of its DGEN and UNOSUGEN
Power Plants due to availability of gas under Scheme for
Utilisation of Gas Based Power Generation Capacity issued
by Ministry of Power
Recovery of part arrears of unrecovered FPPPA for FY15
Depreciation & interest cost pertaining to DGEN Plant
Company background
Torrent Power foresaw the prospects in the power sector
much before the liberalization, when it took-over an ailing
power cable company in 1989 (now known as Torrent Cables
Limited) and successfully turned it around.
The high points of Torrents foray into power however were
the acquisitions of two of the Indias oldest utilities The
Surat Electricity Company Ltd and The Ahmedabad Electricity
Company Ltd. Torrent turned them into first rate power utilities
comparable with the best, in terms of operational efficiencies
and reliability of power supply.
Torrent Power Ltd., the Rs. 10,762 Crore integrated power
utility of the Torrent Group, is one of the largest private sector
players in the country present in power generation,
transmission and distribution. Its current installed generation
capacity is 2002 MW and it distributes nearly 14.01 billion
units to over 2.95 million customers in the cities of Ahmedabad,
Gandhinagar and Surat in Gujarat, Bhiwandi in Maharashtra
and Agra in Uttar Pradesh. Torrent Power, in its licensed
areas in Gujarat, has the distinction of having one of the
lowest T&D losses in the country and better reliability indices.
Torrent Energy Limited, a wholly-owned subsidiary of the
Company, has installed gas based power generation capacity
of nearly 1200 MW. Further, Torrent Solargen Ltd., a whollyowned subsidiary of the Company, has installed solar power
generation capacity of 51 MW.
With an all-round experience in generation, transmission and
distribution of power, and a proven track record of
implementing large power projects, Torrent Power is the most
experienced private sector players in Gujarat.

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)
472.45
6083.21
6555.66
2.65
138.76
10.00
3002.97
545.02
539.13
217.89
321.24
146.88
173.48
3.67

30.06.14
(3 M)
472.45
5732.86
6205.31
1.39
131.34
10.00
2562.67
275.85
295.68
142.67
153.01
66.11
86.24
1.83

% CH
6.11
5.65
90.65
5.65
17.18
97.58
82.34
52.72
109.95
122.18
101.16
100.55

181.60
12.37
5.78
18.15

3.37
10.76

71.51
68.68

MR SAMIR MEHTA,
VICE-CHAIRMAN
31.03.15
(12 M)
472.45
6083.21
6555.66
5.49
138.76
10.00
10422.51
1385.88
1460.86
720.50
740.36
377.69
359.69
7.61
1.50

31.03.14
(12 M)
472.45
5732.86
6205.31
1.70
131.34
10.00
8681.12
728.90
829.23
554.37
274.86
166.96
105.26
2.23
0.50

3.45
13.30

1.21
8.40

%CH
6.11
5.65
222.94
5.65
20.06
90.13
76.17
29.97
169.36
126.22
241.72
241.26
-

185.12
58.33

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

COVER STORY

PTC INDIA FINANCIAL SERVICES : FINE START

P

DR ASHOK HALDIA, MD & CEO

TC India Financial Services Ltd., a leading Infrastructure Finance Company,

has made fine start for the first quarter ended 30th June, 2015. For the quarter its Total
Income has increased by 31% from Rs.173crs to Rs.227crs while the Gross Profit has
increased by 30% from Rs.73crs to Rs.95crs and Net Profit by 18% from Rs.52crs to
Rs.61crs. Commenting on the performance for Q1 FY2016, Dr. Ashok Haldia, MD &
CEO said We have started the financial year on a good note with growth in revenues
and profitability during the quarter. We expect this momentum to continue in the coming
quarters as investments in infrastructure sector pick up pace and at the same time, we
are equally focused on maintaining the asset quality of our portfolio. For the year it has
reported an Gross Profit of Rs.250crs and Net Profit of Rs.161crs on a Total Income of
Rs.802crs. The EPS for the year is Rs.3/-. The company has strong fundamentals. Its
Paid-up Capital is small at Rs.562crs with a high Networth of Rs.1,437crs. Its Return on
Networth is at 11% for the year. Technically the scrip is moving around Rs.40/- with a P/
E Ratio of 10 and Book Value of Rs.26/-.

RESULTS HIGHLIGHTS
Q1FY2016 vs. Q1FY2015
Total revenue for Q1FY2016 increased by 31% to Rs. 226.59
crores compared to Rs. 173.23 crore in Q1FY2015.
Interest Income for Q1FY2016 grew by 30% to Rs. 217.99
crores compared to Rs. 167.64 crore in Q1FY2015.
Net Interest Income (NII) for Q1FY2016 grew by 29%, to Rs.
101.66 crore compared to Rs. 78.77 crore in Q1FY2015.
Fee based income for the Q1FY2016 grew by 82%, to Rs.
7.18 crore compared to Rs. 3.94 crore in Q1FY2015.
Profit After Tax (PAT) for Q1FY2016 grew by 18% to Rs.
61.37 crore compared to Rs. 52.13 crore in Q1FY2015.
Yield on loan assets improved to 13.88% during Q1FY2016
compared to 13.84% during Q1FY2015 and cost of
borrowings reduced to 9.30% during Q1FY2016 compared
to 9.48% during Q1FY2015.
Net Interest Margin (NIM) and Spread stood at 6.47% and
4.58% respectively for Q1FY2016.
As at June 30, 2015
Total outstanding loan assets growth at 33% to Rs. 6,582
crore as at 30th June 2015 from Rs. 4,956 crore as at 30th
June 2014.
Total debt sanctioned stood at Rs. 11,320 crores.
Other Business Highlights
PFS becomes the first institution in India, and the twentysixth globally, to sign IFCs master cooperation agreement.
This collaboration will provide infrastructure financing facility
for renewable energy projects in India and help standardize
steps that lenders take when co-financing projects with IFC.
PFS raised money through issuance of Non-Convertible
Debentures (NCDs) Series 4 by way of private placement
for Rs. 213.50 crores, redeemable over a period of 10 years.
The issue has been fully subscribed by International Finance
Corporation.
PFS raised money through issuance of NCDs Series 5 by
way of private placement for Rs.150 crores, redeemable
over a period of 7 years. The issue has been fully subscribed
by FMO, Dutch Development Bank.
Company background
PFS is a non-banking finance company promoted by PTC
India Limited. PFS has been granted the status of an
Infrastructure Finance Company (IFC) by the Reserve Bank
of India. The Company offers an array of financial products
to infrastructure companies in the entire energy value chain.
PFS also provides fee based services viz loan syndication
and underwriting etc.

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

30.06.15
(3M)
562.08
875.09
1437.17
4.27
25.57
10.00
226.59
94.89
1.05
93.84
32.48
61.37
1.09

30.06.14
(3 M)
562.08
786.81
1348.89
3.86
24.00
10.00
173.23
73.18
1.03
72.15
20.02
52.13
0.93

42.95
9.85
27.08
41.88

30.09
42.24

% CH
11.22
6.54
10.62
6.54
30.80
29.67
1.94
30.06
62.24
17.72
17.20

-10.00
-0.85

31.03.15
(12 M)
562.08
875.09
1437.17
11.19
25.57
10.00
801.89
249.58
4.27
245.31
84.44
160.88
2.86
1.00

31.03.14
(12 M)
562.08
786.81
1348.89
15.40
24.00
10.00
546.14
289.20
4.31
284.89
77.17
207.72
3.70

20.06
31.12

38.03
52.95

%CH
11.22
6.54
-27.34
6.54
46.83
-13.70
-0.93
-13.89
9.42
-22.55
-22.70

-47.25
-41.23

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

PHARMA STOCK

AUROBINDO PHARMA : ENCOURAGING PERFORMANCE

Aurobindo Pharma Ltd. has reported encouraging working results for the first

MR N GOVINDARAJAN, MD

quarter ended 30th June, 2015. For the quarter its Total Income has increased by 14%
from Rs.2,911crs to Rs.3,320crs while the Operating Profit has increased by 12% from
Rs.567crs to Rs.636crs and Net Profit by 4% from Rs.415crs to Rs.432crs. Commenting
on the Companys performance, Mr. N. Govindarajan, MD said, We are pleased to initiate
the year with broad based growth across most business verticals. We continue on our
efforts towards higher degree of differentiation including specialty generics and active
pharmaceutical. For the year it has reported an Operating Profit of Rs.2,231crs and Net
Profit of Rs.1,576crs on a Total Income of Rs.12,121crs. The EPS for the year is Rs.54/(1:1 Cum-Bonus). The company has strong fundamentals. Its Paid-up Capital is small at
Rs.29crs with a high Networth of Rs.5,156crs. Its Return on Networth is high at 8% for the
quarter and 31% for the year. Technically the scrip is moving around Rs.740/- (1:1 ExBonus).

Key Consolidated Financial Highlights for Q1 FY201516 on Y-o-Y basis:

Total Operating Income up by 14.1% to Rs.3320.4 Crores
(Rs.2911.1 Crores)
Operating Profit (EBIDTA) before Fx at 21.8% (22.6%)
Operating Profit (EBIDTA) before Fx up10.1% to Rs.724.7
Crores (Rs.658.2 Crores)
PBT before Fx up by 15.1% to Rs.643.8 Crores (Rs.559.3
Crores)
PAT after minority interest Rs.432.4 Crores (Rs.415.4 Crores)
Basic & diluted EPS is Rs.14.81 (Rs.14.25) and Rs.14.80
(Rs.14.24)
Formulation Sales up by 15.9% to Rs.2637.1 Crores
(Rs.2275.0 Crores)
API Sales up by 7.9% to Rs.723.0 Crores (Rs.670.3 Crores)
Formulations Sales constitute 78.5% (77.2%%) and API
21.5% (22.8%) of gross sales
Interim Dividend @ 50% i.e., Rs.0.50 per equity share of
Rs.1/- for the year 2015-16
Global Regulatory filings
The following approvals in USA (201 cumulative approvals
including 27 tentative by USFDA) and Canada (72 cumulative
approvals including 4 tentative by Health Canada) were
received during the quarter ended 30th June 2015:
USA
1. Sildenafil Injection (Gx- Revatio) 10mg/12.5mL (0.8mg/
mL) - Single-use Vials - Palmonary Hypertension- Final
2. Atracurium Besylate Injection USP, [Multiple Dose Vial]
100mg/10mL (10mg/mL) Anesthetic agent - Final
3. Atracurium Besylate Injection USP, [Single Dose Vial] 50mg/
5mL (10mg/mL) Anesthetic agent - Final
4. Cefixime for Oral Suspension USP (Gx-Suprax) 100mg/
5mL and 200mg/5mL Antibiotic Final
5. Metronidazole Tablets USP (Gx-Flagyl) 250mg and 500mg
- Anti-infective Final
6. Extended Phenytoin Sodium Capsules USP (GxDilantin)100mg CNS Final

(Consolidated)
FH (in crs)

30.06.15 30.06.14 % CH
31.03.15 31.03.14
%CH
(3M)
(3 M)
(12 M)
(12 M)
Capital
29.20
29.15
29.20
29.15
R&S
5126.70
3721.00
37.78
5126.70
3721.00
37.78
Networth
5155.90
3750.15
37.49
5155.90
3750.15
37.49
Return on Nw
8.39
11.08
-24.28
30.56
31.27
-2.27
B.V. (Rs.)
176.57
128.65
37.25
176.57
128.65
37.25
F.V.
1.00
1.00
1.00
1.00
T.I.
3320.36
2911.07
14.06 12120.52
8099.79
49.64
O.P.
635.54
567.32
12.02
2231.01
1821.96
22.45
G.P.
707.33
651.53
8.56
2500.47
1845.05
35.52
Dep.
89.11
90.83
-1.89
332.61
312.53
6.42
PBT
618.22
560.70
10.26
2167.86
1532.52
41.46
Tax
186.53
146.43
27.39
596.60
363.45
64.15
PAT
432.44
415.43
4.09
1575.77
1172.85
34.35
EPS (Rs.)
14.81
14.25
3.93
53.96
40.23
34.13
DPS (Rs.)
0.50
4.50
MP (Rs.)
741.95 (XB)
P/E Ratio
PAT margin
13.02
14.27
-8.76
13.00
14.48
-10.22
OP margin
19.14
19.49
-1.80
18.41
22.49
-18.14
Note: Recently it has issued 1:1 Bonus. As a result, the capital has doubled. B V
and EPS are Cum-Bonus.

7. Azithromycin for Injection USP (Gx-Zithromax) 500mg/vial - Antiinfective Final

8. Entacapone Tablets USP (Gx-Comtan) 200mg - Parkinsons disease Final
Canada
1. Rizatriptan Tablets 10mg Treatment of migraine Final
2. Rizatriptan Benzoate Orally Dispersible Tablets 5mg & 10mg Treatment
of migraine Final
3. Rosuvastatin Calcium Tablets 5mg, 10mg, 20mg & 40mg CVS Final
4. Risedronate Sodium Tablets 150mg Osteoporosis Final
Company background
Aurobindo Pharma, headquartered at Hyderabad, manufactures generic
pharmaceuticals and active pharmaceutical ingredients. The companys
manufacturing facilities are approved by several leading regulatory
agencies like US FDA, UK MHRA, Japan PMDA, WHO, Health Canada,
MCC South Africa, ANVISA Brazil. The companys robust product portfolio
is spread over 6 major therapeutic/product areas encompassing
Antibiotics, Anti-Retroviral, CVS, CNS, Gastroenterological, Pain
management and Anti-Allergic, supported by an outstanding R&D set-up.
The Company is marketing these products globally, in over 150 countries.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

PHARMA STOCK

CADILA HEALTHCARE : EXCELLENT PERFORMANCE

Cadila Healthcare Ltd., has reported excellent working results for the first quarter ended 30th June, 2015. For the quarter its Total
Income has increased by 22% from Rs.2,050crs to Rs.2,501crs while
the Operating Profit has jumped by 71% from Rs.308crs to Rs.528crs
and Net Profit by 47% from Rs.240crs to Rs.353crs. The EPS for the
quarter is Rs.17/-. For the year it has reported an Operating Profit of
Rs.1,468crs and Net Profit of Rs.1,151crs on a Total Income of
Rs.8,651crs. The EPS for the year is Rs.56/-. The company has strong
fundamentals. Its Paid-up Capital is small at Rs.102crs with a high Networth
of Rs.4,251crs. Its Return on Networth is high at 8% for the quarter and
27% for the year. Technically the scrip is moving around Rs.2040/- with
a P/E Ratio of 30 and Book Value of Rs.208/-.
FH (in crs)

MR PANKAJ R PATEL, CMD

Q1 Performance highlights
For the first quarter ended June 30, 2015, the company has
reported total operating income of Rs. 2,500 crore, up by
22% from Rs. 2,050 crore in the corresponding quarter of the
previous year on a consolidated basis. The net profit is up by
47% to Rs. 353 crore from Rs. 240 crore in the first quarter of
2014-15.
The companys formulations business in the US grew by 37%.
During the quarter, the group filed 6 additional ANDAs with
the USFDA and launched one new product in the US.
In the Indian formulations market, the company launched 12
new products, including line extensions, of which 4 products
were the first to be launched in India.
Taking its breakthrough therapy, Lipaglyn (Saroglitazar) to
global forums, the group presented new clinical data on
Lipaglyn at the American Association of Clinical
Endocrinologists (AACE) 24th Annual Scientific and Clinical
Congress at Nashville, Tennessee, USA and at the 75th Annual
Scientific Sessions of the American Diabetes Association
(ADA) in Boston, Massachusetts, USA, during the quarter.
The Board has approved the proposal to sub-divide existing
equity shares of face value Rs. 5/- each into 5 equity shares
of face value Re. 1/- each, subject to requisite approvals.
Company background
Cadila Healthcare is a fully integrated, global healthcare
provider, with strengths all along the pharmaceutical value
chain. With a core competence in the field of healthcare, it
provides total healthcare solutions ranging from formulations,
active pharmaceutical ingredients and animal healthcare
products to wellness products.
Recently, the group launched Exemptia, the worlds first
biosimilar for Adalimumab, the largest selling therapy worldwide
for inflammatory arthritis. Zydus is also the only Indian pharma
company to launch its own patented NCE Lipaglyn, the
worlds first drug to be approved for the treatment of diabetic
dyslipidemia.
The groups origin can be traced to 1952 when it was founded
by Late Mr. Ramanbhai B. Patel, a first-generation entrepreneur
and one of the stalwarts of the Indian Pharmaceutical Industry.
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.)
DPS (Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

30.06.15
(3M)
102.37
4149.17
4251.54
8.31
207.66
5.00
2500.65
527.83
606.88
73.68
533.20
172.29
353.39
17.26

30.06.14
(3 M)
102.37
3336.62
3438.99
6.98
167.97
5.00
2050.12
308.41
367.26
67.70
299.56
52.44
240.21
11.73

% CH
24.35
23.63
19.05
23.63
21.98
71.15
65.25
8.83
77.99
228.55
47.12
47.14

2038.80
29.53
14.13
21.11

11.72
15.04

20.56
40.36

31.03.15
(12 M)
102.37
4149.17
4251.54
27.06
207.66
5.00
8651.34
1468.46
1732.78
287.25
1445.53
259.42
1150.59
56.20
12.00

31.03.14
(12 M)
102.37
3336.62
3438.99
23.37
167.97
5.00
7224.03
998.91
1143.47
201.23
942.24
106.01
803.59
39.25
9.00

13.30
16.97

11.12
13.83

%CH
24.35
23.63
15.79
23.63
19.76
47.01
51.54
42.75
53.41
144.71
43.18
43.18
-

19.60
22.70

In 1995, the group restructured its operations and Cadila Healthcare

came into being under the aegis of the Zydus group. Zydus Cadila, today,
is spearheaded by Mr. Pankaj R. Patel, the CMD of the group.
From a turnover of Rs. 250 crores in 1995, the group posted revenues of
over Rs. 8600 crores in FY15. The group had posted a turnover of Rs.
4600 crores in FY 11, making it a billion dollar company. It aims to be a
leading global healthcare provider with a robust product pipeline and
aspires to post revenues of Rs. 10000 crore by 2015-16 and be a
research-based pharmaceutical company by 2020.

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J

OCTOBER, 2015

PHARMA STOCK

CIPLA : FINE START

Cipla Ltd. has made fine start for the first quarter ended 30

th

June, 2015.

For the quarter its Total Income has increased by 42% from Rs.2,720crs to
Rs.3,853crs while the Operating Profit has jumped by 119% from Rs.416crs to
Rs.910crs and Net Profit by 121% from Rs.295crs to Rs.651crs. The EPS for the
quarter is Rs.8/-. For the year it has reported an Operating Profit of Rs.1,657crs
and Net Profit of Rs.1,181crs on a Total Income of Rs.11,345crs. The EPS for the
year is Rs.15/-. The company has strong fundamentals. Its Paid-up Capital is
small at Rs.161crs with a high Networth of Rs.10,780crs. Its Return on Networth
is at 6% for the quarter and 11% for the year. Technically the scrip is moving around
Rs.645/- with a P/E Ratio of 20 and Book Value of Rs.134/-.
(Consolidated)
FH (in crs)

MR SUBHANU SAXENA, MD
Key Financial & Performance Highlights Q1 FY15-16 visa-vis Q1 FY14-15:
Income from operations grew by 41.6% to Rs. 3,853 cr, up
from Rs. 2,720 cr
EBITDA grew by 91.8% to Rs. 1039 cr, up from Rs. 542 cr
Profit after tax grew by 120.9% to Rs. 651 cr, up from Rs.
295 cr
(Current year figures include the relevant results of Ciplas
subsidiaries from the date they became subsidiary of the
company and therefore the corresponding figures for the
previous period are not comparable).
Profit & Loss Highlights:
Material cost is at 32.5% of income from operations in Q1
FY15-16 as compared to 37.7% in Q1 FY14-15
EBIDTA as % of income from operations increased to 27% in
Q1 FY15-16 from 19.9% in Q1 FY14-15
Profit after tax grew by 120.9% to Rs. 651 cr, up from Rs.
295 cr in Q1 FY14-15
The results for the current period includes one-off revenue
from the US market
Performance Review:
Domestic business:
Domestic sales grew by 8.4% to Rs. 1,397 cr during Q1
FY15-16, up from Rs. 1,289 cr during Q1 FY14-15
The growth in domestic sales was largely on account of
growth in Respiratory, Anti-infectives, Cardiac and Gastro
Intestinal therapies
International business:
Exports of formulations increased by 78.5% to Rs. 2,174 cr
during Q1 FY15-16, from Rs. 1,218 cr during Q1 FY14-15.
Exports of APIs increased by 47% to Rs. 206 cr during Q1
FY15-16, from Rs.140 cr during Q1 FY1415.

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)
160.62
10619.68
10780.30
6.04
134.23
2.00
3852.77
910.20
1036.56
128.79
907.77
250.28
650.61
8.10

30.06.14
(3 M)
160.58
9880.80
10041.38
2.93
125.06
2.00
2720.00
416.38
548.85
125.40
423.45
101.88
294.58
3.67

% CH
0.02
7.48
7.36
106.14
7.33
41.65
118.60
88.86
2.70
114.37
145.66
120.86
120.71

643.10
19.85
16.89
23.62

10.83
15.31

55.96
54.28

31.03.15
(12 M)
160.59
10619.68
10780.30
10.95
134.26
2.00
11345.44
1656.99
2158.96
504.71
1654.25
400.03
1180.77
14.71
2.00

31.03.14
(12 M)
160.58
9880.80
10041.38
13.83
125.06
2.00
10173.39
1760.41
2252.68
372.64
1880.04
463.38
1388.41
17.29

10.41
14.60

13.65
17.30

%CH
0.01
7.48
7.36
-20.82
7.36
11.52
-5.87
-4.16
35.44
-12.01
-13.67
-14.96
-14.92

-23.74
-15.61

Company background
Cipla is a global pharmaceutical company which uses cutting edge
technology and innovation to meet the everyday needs of all patients. For
more than 70 years, Cipla has emerged as one of the most respected
pharmaceutical names in India as well as across more than 150 countries.
Ciplas portfolio includes over 1500 products in various therapeutic
categories with one quality standard globally. Ciplas turnover in 2014-15
was 1.7 billion USD.
Whilst delivering a long-term sustainable business, Cipla recognises its
duty to provide affordable medicines. Ciplas emphasis on access for
patients was recognized globally for the pioneering role played in HIV/
AIDS treatment as the first pharmaceutical company to provide a triple
combination anti-retroviral (ARV) in Africa at less than one dollar a day
and thereby treating many millions of patients since 2001.
Ciplas research and development focuses on developing innovative
products and drug delivery systems and has given India and the world
many firsts for instance Triomune. In a tightly regulated environment, the
companys manufacturing facilities have approvals from all the main
regulators including US FDA, UKMHRA, WHO, MCC, ANVISA, and PMDA
which means the company provides one universal standard both
domestically and internationally.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

STOCK OF THE MONTH

GMR INFRASTRUCTURE : IMPROVED PERFORMANCE

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

MR G M RAO, CHAIRMAN
Q1 FY2016 Performance Highlights
Cash Profit has increased to Rs. 60 Cr during Q1FY16, an
increase of Rs. 565 Cr over sequential qtr and 259 Cr over
corresponding qtr.
EBIDTA improved to Rs. 855 Cr in Q1FY16 compared to Rs.
613 Cr in Q1FY15 - 39% growth in EBITDA.
370 MW gas based Vemagiri Power Plant (GVPGL) has
commenced operation and is expected to further improve the
performance in the coming qtr.
In Power Sector the Thermal plants have started stabilizing
its operations and have recorded healthy PLFs.
Airports Sectors have shown consistent growth with robust
traffic increase over last and corresponding qtr.
Financial Highlights
EBIDTA improved to Rs. 855 Cr in Q1FY16 compared to Rs.
613 Cr in Q1FY15 - 39% growth in EBITDA
EBITDA in Energy Sector has increased 2.65 times from Rs.
43 Cr to Rs 114 Cr in Q1FY16
o Increased EBIDTA in Kamalanga Power plant from Rs. 35 Cr
to Rs. 66 Cr due to higher PLF (increased from 36% to 58%)
o Increased EBITDA in EMCO Power plant from Rs. 19 Cr to
Rs. 42 Cr due to improved operational performance
EBITDA in Airport Sector has increased from Rs. 412 Cr to
Rs. 543 Cr
o Airport Sector has been buoyed by traffic growth in Delhi
and Hyderabad Airport.
o Improved Non Aeronautical revenues to the extent of Rs.
86 Cr (duty free contribution of Rs. 38 Cr)
EBITDA margins have improved to 36% in Q1FY16 from
27% in corresponding quarter previous year
Losses reduced by 37% over corresponding quarter: Better
operating margins from Power plants and robust traffic
growth in Airports have contributed to reduction in losses to
Rs. 410 Cr in Q1FY16 compared to loss of Rs. 652 Cr in
Q1FY15.
Improved Performance of EMCO & Kamalanga: Performance
of EMCO and Kamalanga power plants have been making
steady progress with Q1 PLF of 70% and 58% respectively.
Interest Costs comes down: Owing to deleveraging and
refinancing efforts of the group, Interest in absolute terms
has reduced by Rs. 62 Cr over last quarter.
9% growth in Revenues over Corresponding quarter: Gross
Revenue increased by 9% to Rs. 2,966 Cr from Rs. 2,731 Cr.
Business Highlights
Rights Issue proceeds used towards Deleveraging: Rights
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)
529.58
4305.77
4835.35
9.13
1.00
2966.01
400.90
96.80
454.34
-357.54
52.87
-429.45
13.10
13.52

30.06.14
(3 M)
389.24
6095.18
6484.42
16.66
1.00
2731.39
159.64
-171.88
453.27
-625.15
26.50
-593.20
-

5.84

% CH
36.05
-29.36
-25.43
-45.20
8.59
151.13
0.24
99.51
-

31.03.15
(12 M)
436.13
4305.77
4741.90
10.87
1.00
11087.68
742.11
-993.88
1812.53
-2806.41
152.81
-2733.29
-

31.03.14
(12 M)
389.24
6095.18
6484.42
0.15
16.66
1.00
10653.22
1110.42
1729.65
1454.99
274.66
166.25
10.01

131.51

6.69

0.09
10.42

%CH
12.05
-29.36
-26.87
-34.75
4.08
-33.17
24.57
-8.08
-

-35.80

Issue of Rs. 1,402 Cr was concluded in the quarter, of which approx. Rs.
1,100 Cr used towards repayment of Corporate Debt.
Hybrid Till for Hyderabad Airport: Directive given to the regulator (AERA)
to adopt a Hybrid Till with 30% cross subsidization for the tariff
determination of GMR Hyderabad International Airport.
GMR Airports increases its stake in Delhi Airport - GMR Airports Limited
on May 25, 2015 has acquired 10% equity stake in Delhi International
Airport Pvt. Limited (DIAL) from Malaysia Airports (Mauritius) Private Limited.
With the acquisition of stake from MAMPL, GAL equity stake in DIAL has
increased to 64%.
GVPGL commences operation under Scheme for Utilization Stranded
Gas based power plants: GVPGL has successfully commenced the
operations from Wednesday, 12 Aug 2015 under the scheme. The plant is
currently running at a PLF of 95%. GMR Rajahmundry Energy the 768 MW
gas based plant has also won imported gas supply through the
governments reverse auction process for one of its units (384MW).
Robust Traffic Growth in Airports Sector - Delhi Airport and Hyderabad
Airport has recorded traffic of 11.5 mn (an increase of 13% YoY) and
2.95 mn (an increase of 23% YoY) respectively. During the period Delhi
Airport recorded highest passenger traffic ever of 3.95 mn in a month
while Hyderabad Airport crossed the 1 mn passenger mark.
Hyderabad MRO catering to all major Indian Carriers GMR Aerospace
Engineering Co. Ltd a 100% subsidiary of Hyderabad Airport have added
Indigo and Jet Airways in the current quarter to the list of Indian Carriers
that it is providing maintenance service. With this the facility is providing
services to 4 of the largest private carriers in India (incl Spice Jet and
GoAir).
Ground breaking ceremony of Mactan Cebu International Airport held on
29th June 2015 GMR Megawide consortium has taken over possession
of land for construction of the terminal building.
GMR Airports signs a MoU with Oman Airport Company for provision of
ORAT (Operational Readiness and Transfer), maintenance and operations
support.
In-principle approval obtained for Kamalanga Power Plant under 5/25
scheme of RBI
J

OCTOBER, 2015

STOCK OF THE MONTH

GVK POWER : IMPROVED PERFORMANCE

GVK Power & Infrastructure Ltd., a leading Indian conglomerate with
presence across energy, resources, airports, transportation, hospitality and
life sciences sectors has reported improved working results for the first quarter ended 30th June, 2015. For the quarter it has reported an Operating Profit of
Rs.173crs against Operating Loss of Rs.245crs and Net Loss of Rs.124crs
against Rs.281crs on a Total Income of Rs.999crs against Rs.713crs over
Q1FY15. For the year it has reported an Operating Profit of Rs.34crs and Net
Loss of Rs.835crs on a Total Income of Rs.3,050crs. The company has strong
fundamentals. Its Paid-up Capital is small at Rs.158crs with a high Networth
of Rs.1,939crs. Technically the scrip is moving around Rs.7/- with a Book
Value of Rs.12/-.
(Consolidated)
FH (in crs)

DR G V K REDDY, CMD
Financial Highlights:
GVKPIL registered a consolidated total income from operations
of Rs. 999.03 Crore for the quarter ended June 30, 2015, as
against Rs. 712.67 Crore during the corresponding quarter of
the previous year recording an increase of 40%. EBIDTA at a
consolidated level for the year stood at Rs. 400.51 Crore as
against Rs. 254.45 Crore in the previous year recording an
increase of 57.40%. EBIDTA margin at consolidated level
improved to 40% as compared to 36% in previous year. Net
loss at consolidated level for the quarter ended June 30,
2015 is Rs. 123.92 Crore as against Rs. 281.33 Crore in the
corresponding quarter of the previous year. The losses for
the quarter are attributable mainly to the restricted supply of
gas for Jegurupadu Phase I and Gautami Power Plant and nil
supply to Jegurupadu Phase II Power Plant as a result of
which the plants did not operate at full capacity and higher
interest cost on acquisition loans.
Operational Highlights
Airports
MIAL-Mumbai International Airport Private Limited recorded
revenue of Rs. 662.94 Crore for the quarter ended June 30,
2015 as against that of Rs. 561.06 Crore for the same period
in previous year registering an increase of 18.16%. Net loss
for the quarter ended June 30, 2015 is Rs. 16.33 Crore as
against net loss of Rs. 244.54 Crore in the corresponding
quarter of the previous year.
BIAL Bangalore International Airport Limited recorded a
revenue of Rs. 264.27 Crore for the quarter ended June 30,
2015 as against Rs 182.80 Crore for the previous year
registering an increase of 44.57%. EBIDTA margin improved
to 70% as compared to 58% in previous year. Net adjusted
profit for the quarter ended June 30, 2015 is Rs. 88.18 Crore
as against net loss of Rs. 30.05 Crore for the previous year.
PT GVK Services - PT GVK Services, BALI has recorded
revenue of Rs. 11.78 Crore for the quarter ended June 30,
2015 as against Rs. 6.92 Crore for the previous year registering
an increase of 70.23%. Net profit for the quarter ended June
30, 2015 is Rs. 4.14 Crore as against Rs. 0.97 Crore in the
corresponding quarter of the previous year.
Transportation - GVK Jaipur Expressway Private Limited
recorded revenue of Rs. 81.38 Crore for the quarter ended
June 30, 2015 as against Rs. 70.54 Crore for the previous
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Capital
R&S
Networth
B.V. (Rs.)
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
MP (Rs.)

30.06.15
(3M)
157.92
1780.76
1938.68
12.28
1.00
999.03
173.13
-32.26
185.98
-218.24
-15.58
-123.92
6.85

30.06.14
(3 M)
157.92
2620.26
2778.18
17.59
1.00
712.67
-245.40
-364.57
176.66
-541.23
-119.52
-281.33

% CH
-32.04
-30.22
-30.19
40.18
5.28
-

31.03.15
(12 M)
157.92
1780.76
1938.68
12.28
1.00
3049.65
34.11
-572.15
705.55
-1277.70
-109.22
-834.68

31.03.14
(12 M)
157.92
2620.26
2778.18
17.59
1.00
2820.93
508.39
-162.09
437.71
-275.62
144.60
-368.68

%CH
-32.04
-30.22
-30.19
8.11
-93.29
61.19
-

year registering an increase of 15.37%. Net profit for the quarter ended
June 30, 2015 is Rs. 27.38 Crore as against Rs.18.96 Crore in the previous
year. Traffic increased by 8.26% over the same period in the previous
year.
Energy: The three gas based projects i.e. 464 MW GVK Gautami Power
Limited and 235 MW Phase I & 220 MW Phase II projects of GVK Industries
Limited and one Hydel power project i.e. 330 MW Alaknanda Hydro Power
Company Limited have recorded revenue of Rs.242.93 Crore for the
quarter ended June 30, 2015 as against Rs. 74.16 Crore for the previous
year. This improvement is mainly due to commencement of commercial
operation of Alaknanda Hydro Power Company Limited during the quarter,
limited operation of one unit of Gautami Power in the month of April15 on
RLNG and improved gas supply to Jegurupadu Phase-1 plant of GVK
Industries Limited. Net loss for the quarter ended June 30, 2015 is Rs.
55.88 Crore as against Rs.48.20 Crore in the previous year. One Gas
based plant with a capacity of 220 MW was not in operation due to
stoppage of gas supply from KG basin.
Company background
GVK is a leading Indian conglomerate with presence across energy,
resources, airports, transportation, hospitality and life sciences sectors.
GVK set up Indias first independent power plant and has around 6000
MW projects under generation and development. It is the first company in
India to develop six-lane road project under PPP model and has around
3000 lane km expressway projects under operations and development.
As one of Indias largest private sector airport operators, GVK handles
over 45 mppa through Indias first brownfield airport under PPP model Chhatrapati Shivaji International Airport, Mumbai and Kempegowda
International Airport, Bengaluru and is developing two airports in Indonesia.
Having already invested over USD 4.3 billion, GVK has projects worth
over another USD 6.6 billion in the pipeline, in India. It has acquired
Australian Coal Mines in Queensland with 8 bt reserves for USD 1.26
billion and envisages an investment of USD 10 billion for setting up mines,
500 km rail project and 60 mtpa port project which will form one of the
J
worlds largest integrated coal mining operations.

10

OCTOBER, 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. ITC

3. SUN PHARMA

2. SKS MICROFINANCE

4. TITAN INDUSTRIES

SHIPPING CORPORATION OF INDIA : RECOVERING

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A
S
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

11

OCTOBER, 2015

CONTENTS

CONTENTS
IMPRESSIVE PERFORMANCE

Take Solutions Ltd., a global business solutions provider with domain expertise in Life Sciences (LS) and Supply Chain
Management (SCM), has reported excellent working results for the first quarter ended 30th June, 2015. For the quarter its Total Income has
increased by 42% from Rs.162crs to Rs.229crs while the Operating Profit has jumped by 71% from Rs.17crs to Rs.29crs and Net Profit
by 204% from Rs.13crs to Rs.40crs. The EPS for the quarter is Rs.3/-.

Ahmedabad based Torrent Power Ltd. has reported excellent working results for the first quarter ended 30

th

June, 2015. For

the quarter its Total Income has increased by 17% from Rs.2,563crs to Rs.3,003crs while the Operating Profit has jumped by 98% from
Rs.276crs to Rs.545crs and Net Profit by 101% from Rs.86crs to Rs.173crs. The EPS for the quarter is Rs.4/-.

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

th

June, 2015. For the quarter its Total Income has increased by 31% from Rs.173crs to Rs.227crs while the Gross Profit has increased by
30% from Rs.73crs to Rs.95crs and Net Profit by 18% from Rs.52crs to Rs.61crs.
COVER STORY
TAKE SOLUTIONS
TORRENT POWER
PTC INDIA FINANCIAL SERVICES

3-5
3
4
5

PHARMA STOCKS
AUROBINDO PHARMA
CADILA HEALTHCARE
CIPLA

6-8
6
7
8

STOCKS OF THE MONTH

GMR INFRASTRUCTURE
GVK POWER

9-10
9
10

INVESTMENT SCRIPS
ITC
SKS MICROFINANCE
SHIPPING CORPORATION
SUN PHARMA
TITAN INDUSTRIES

11
11
11
11
11
11

EDITORIAL

13

STOCK VALUATIONS

14-17

JUNE QUARTER PERFORMANCE

18-23

MARCH QUARTER
PERFORMANCE

24-28

FUNDAMENTALS
READY REFERENCE

29-38

FY15 PERFORMANCE

39-43

DECEMBER QUARTER
PERFORMANCE

44-47

51
52
53

OIL INDIA
ONGC
TATA MOTORS
TNPL

54
55
56-57
58

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

The Ad Incharge
KOMPELLA PORTFOLIO

TECHNICAL ANALYSIS
GMR INFRASTRUCTURE
GVK POWER

49
49
49

INDEX
BSE SENSEX
NSE NIFTY

50
50
50

SPECIAL REPORTS

AMARA RAJA BATTERIES

HDFC
JET AIRWAYS

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

51-58

KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

12

EDITORIAL

KOMPELLA PORTFOLIO

INVESTMENT ADVICE

MARKET IS MOVING IN A NARROW RANGE

(SINCE 1987) VOL. XXVIII NO.10, OCTOBER, 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
Subscription Rates for Print Edition:
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India
` 450
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Overseas
(Airmail)
` 4,000
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BSE Sensex at 26,154.83 on 30.09.2015

NSE Nifty at 7,948.90 on 30.09.2015

he BSE Sensex has decreased from 26,283.09 on 31.08.2015

to 26,154.83 on 30.09.2015 -i.e., decrease of 0.49% in one month. The
NSE Nifty has decreased from 7,971.30 on 31.08.2015 to 7,948.90 on
30.09.2015 -i.e., decrease of 0.28% in one month. The RBI has announced
an interest rate cut of 0.5% which is positive news for the market. Lower
interest rates may reduce the interest burden of high debt companies and
encourage new projects to take fresh loans. The lower interest rates may
also increase the money supply into the economy to stimulate growth
rate. However, small savers, fixed income group, pensioners and old age
people will suffer from lower rate of interest. If the rate of inflation falls
further, the fixed income group may not suffer much. The unfavourable
behaviour of the South West monsoon may badly affect the agricultural
output and as a result, the prices of essential commodities may rise.
Lower oil and commodity prices at global level may benefit the economy
through lesser import bill. However, the exporters will suffer. As the Modi
Govt. is positive for economic reforms the markets are expected to be
positive.

OIL MARKETING COMPANIES

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and payable at Hyderabad.
Add `25/- for Outstation Cheques & Mail to:
REGISTERED OFFICE:
Plot No : A-31, Kompella House,
Journalist Colony, Jubilee Hills,
Hyderabad - 500 033.
Ph. No. 23547687/23547758
e-mail: kompella@investmentadvice.in
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

he Oil marketing companies such as BPCL, HPCL and IOCL

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

Colony, Jubilee Hills, Hyderabad-500 033.

J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

13

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.)
28.09.15

BV
(Rs.)

P/BV

11

808

13

1840

154

165

108

96

113.97

10941

717

15.26

130

12868

11

26516

3688

2325

1416

109

19.79

2157

989

2.18

Akzo Nobel (10)

47

919

20

2527

209

275

186

40

33.50

1340

197

6.80

Alembic Pharma (2)

38

885

32

2056

359

283

15

45.80

687

47

14.62

Allcargo Log. (2)

25

1793

13

5629

318

317

240

19

15.47

294

142

2.07

Amara Raja Batt (1)

17

1700

24

4230

594

610

411

24

40.88

981

100

9.81

Aditya B. Nuvo (10)

Amrutanjan (2)

95

16

167

21

24

15

10

41.40

414

65

6.37

Asian Paints (1)

96

4742

29

14183

1969

2077

1395

15

52.93

794

49

16.20

Astra Mic. (2)

16

290

21

634

85

81

61

16.00

112

35

3.20

Aurobindo (1)

29

5156

31

12121

2231

2168

1576

54

13.83

747

177

4.22

Axis Bank (2)

474

44677

16

43844

13385

11057

7358

31

16.35

507

188

2.70

Bajaj Auto (10)

289

10692

26

21612

3849

4085

2814

97

23.44

2274

370

6.15

Bajaj Finance (10)

50

4810

19

5382

3569

1357

898

179

26.94

4823

959

5.03

Bajaj Finserv (5)

80

10961

15

7587

5472

3246

1690

106

16.33

1731

689

2.51

Bajaj Holdings (10)

111

13393

15

524

478

513

2029

182

8.60

1566

1203

1.30

Bank of Baroda (2)

444

38848

47366

9915

5421

3398

15

12.27

184

175

1.05

Bank of India (10)

666

26494

47853

7488

1795

1709

26

5.23

136

398

0.34

Bharat Forge (2)

47

3444

22

7625

1078

1122

764

33

27.48

907

148

6.13

Biocon (5)

100

3270

15

3090

475

624

497

25

17.72

443

163

2.72

BPCL (10)

723

22549

21

242599

6751

7690

4807

66

13.39

884

312

2.83

Britannia Inds (2)

24

1242

55

7858

719

950

689

57

51.25

2921

104

28.09

Cadila Health (5)

102

4252

27

8651

1468

1446

1151

56

36.95

2069

208

9.95

Cairn India (10)

1875

58870

14646

5953

5109

4480

24

6.17

148

314

0.47

Can Fin Homes (10)

27

771

11

817

748

137

86

32

27.03

865

290

2.98

CARE (10)

29

359

38

261

154

197

138

48

23.31

1119

124

9.02

Cera Sanitary (5)

352

19

822

102

101

68

52

36.50

1898

271

7.00

Chola Invest. (10)

144

2674

17

3689

666

666

444

31

20.65

640

186

3.44

60

2696

15

3103

693

521

395

13.14

92

45

2.04

6316

40353

34

74120

15016

21584

13727

22

14.05

309

64

4.83

14

770

73

3982

747

780

559

41

23.12

948

57

16.63

City Union Bank (1)

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

195

7587

14

6149

991

1318

1055

54

24.48

1322

389

3.40

Cummins India (2)

55

2887

27

4406

655

937

786

28

39.11

1095

104

10.53

CYIENT (5)

56

1844

19

2736

330

446

353

31

18.42

571

164

3.48

176

3354

32

7827

1201

1319

1066

45.83

275

19

14.47

DCB Bank (10)

282

1534

12

1588

277

208

191

20.29

142

54

2.63

Dewan Hsg (10)

146

4636

13

5982

943

621

43

4.81

207

318

0.65

Dr.Reddys Labs (5)

85

11130

20

14819

2629

2816

2218

130

32.24

4191

653

6.42

Emami (1)

23

1231

39

2217

506

592

486

21

53.38

1121

54

20.76

168

2632

12

1741

204

477

313

20.89

188

78

2.41

Dabur India (1)

Engineers India (5)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

14

OCTOBER, 2015

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015
Networth
(Rs. crs)

RoNW
(%)

171

7733

13

1317

Company/ Bank Equity

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

EPS
(Rs.)

P/E Ratio

1006

12

5.33

125

101

77

TO/ TI
(Rs. crs)

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

13

8298

1628

1521

2364

66

BV
(Rs.)

P/BV

64

90

0.71

29.42

2265

999

2.27

MP
(Rs.)
28.09.15

1268

34023

60704

4218

4492

3071

24

12.17

292

268

1.09

G E Shipping (10)

151

7431

10

3438

798

748

50

7.32

366

493

0.74

Glaxo Pharma (10)

85

1852

25

3288

602

749

472

56

59.23

3317

219

15.15

Godrej Con. (1)

34

4311

21

8276

1278

1249

907

27

43.33

1170

127

9.21

Godrej Inds (1)

34

3227

12

9231

388

519

402

12

29.25

351

96

3.66

Granules India (1)

20

431

21

1293

156

128

91

34.50

138

21

6.57

Grasim Inds (10)

92

23081

32847

3581

3443

1744

190

18.16

3450

2512

1.37

Gruh Finance (2)

73

711

29

1060

301

204

43.50

261

20

13.05

Gujarat Fluro. (1)

11

4180

14

5341

750

826

585

53

12.58

667

380

1.76

HDFC (2)

315

45072

19

48316

10042

10117

8763

56

20.93

1172

286

4.10

HDFC Bank (2)

501

62009

16

57466

17404

15329

10216

41

25.51

1046

247

4.23

Hindustan Zinc (2)

845

43353

19

14788

6775

9570

8178

19

7.26

138

103

1.34

HSIL (2)

14

1323

1981

207

134

85

12

22.67

272

183

1.49

HUL (1)

216

4021

109

31972

5091

6320

4363

20

39.55

791

19

41.63

1160

80422

14

61267

19720

15820

11175

19

14.11

268

139

1.93

10

429

15

322

89

100

65

65

63.14

4104

429

9.57

ICICI Bank (2)

ICRA (10)
Idea Cellular (10)

3598

23027

14

31571

5508

4933

3193

15.89

143

64

2.23

IDFC (10)

1593

17275

10

9640

7921

2346

1707

11

12.82

141

108

1.31

Indra. Gas (10)

140

2098

21

3681

644

649

438

31

14.97

464

150

3.09

IndusInd Bank (10)

529

10254

17

12096

3098

2709

1794

34

27.09

921

194

4.75

Insecticides Ind (10)

13

293

19

964

97

64

55

43

9.33

401

231

1.74

Inox Wind (10)

222

1392

21

2710

437

389

296

13

26.85

349

63

5.54

ITC (1)

802

31679

31

38835

13174

14362

9663

12

26.58

319

40

7.98

Jamna Auto (10)

40

180

16

1095

63

47

29

32.00

224

45

4.98

JK Cement (10)

70

1617

3399

296

144

144

21

30.10

632

231

2.74

JK Tyre (2)

45

1401

24

7384

773

486

330

15

6.67

100

62

1.61

JM Financial (1)

78

2438

14

1392

926

517

331

10.75

43

31

1.39

JSW Steel (10)

242

22229

52972

5968

2539

1797

74

11.69

865

920

0.94

Jyothy Labs (1)

18

780

16

1515

130

125

121

43.86

307

43

7.14

Kajaria Ceram. (2)

16

741

24

2187

298

270

176

22

35.36

778

93

8.37

Kaveri Seed (2)

14

754

40

1161

295

310

301

44

9.82

432

109

3.96

386

22138

14

21423

4756

4550

3045

39

16.44

641

287

2.23

L&T (2)

186

40894

12

92005

8713

7217

4765

51

28.04

1430

440

3.25

LIC Housing (2)

101

7818

18

10669

1973

2102

1386

27

15.67

423

155

2.73

LMW (10)

11

1282

17

2488

211

301

220

195

17.79

3469

1137

3.05

Lupin (2)

90

8874

27

12770

3185

3415

2403

53

38.38

2034

197

10.32

113

5943

15

6021

4003

1400

913

16

14.38

230

105

2.19

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

15

OCTOBER, 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.)
28.09.15

BV
(Rs.)

P/BV

Magma Fincorp (2)

38

1655

11

2354

1424

223

181

9.44

85

87

0.98

Marico (1)

65

1825

31

5733

786

822

573

44.22

398

28

14.21

151

20978

18

49971

4243

4868

3711

123

36.88

4536

694

6.54

MCX (10)

51

1202

10

222

62

170

125

25

38.08

952

236

4.03

MindTree (10)

84

2012

27

3562

607

691

536

64

23.58

1509

240

6.29

MM Forgings (10)

12

238

21

503

75

69

51

42

12.95

544

197

2.76

Motherson Sumi (1)

88

3314

26

35032

2282

1817

862

10

23.90

239

38

6.29

Nandan Denim (10)

46

259

20

1097

106

71

51

11

11.91

131

57

2.30

Natco Pharma (10)

33

846

16

825

166

134

135

41

58.63

2404

255

9.43

NMDC (1)

396

32257

20

12365

7593

9747

6401

16

5.81

93

81

1.15

NTPC (10)

8245

82094

12

80622

11948

10456

9986

12

10.08

121

100

1.21

328

4634

923

473

498

317

10

26.20

262

141

1.86

4278

178916

10

160895

24305

27370

18334

21

10.71

225

209

1.08

Page Inds (10)

11

387

51

1543

301

293

196

176

74.99

13198

347

38.03

Persistent Sys. (10)

80

1406

21

1891

296

390

291

36

18.89

680

176

3.86

179

1990

19

6349

701

539

378

21

16.62

349

111

3.14

Pennar Inds. (5)

60

402

1446

118

67

36

15.67

47

33

1.42

P I Industries (1)

14

896

27

1940

323

355

246

18

35.44

638

66

9.67

371

34496

52206

11955

3957

3062

17

7.94

135

186

0.73

5232

38439

13

17659

9906

6399

5046

10

12.70

127

73

1.74

REC (10)

987

25073

21

20384

7386

7552

5344

54

4.81

260

254

1.02

Reliance Cap (10)

253

13324

8787

3799

1231

1001

40

9.00

360

527

0.68

Reliance Infra (10)

263

26172

17198

2078

1384

1800

68

5.09

346

68

5.09

RIL (10)

3236

217948

11

375435

25817

30996

23566

73

11.42

834

674

1.24

SAIL (10)

4131

43588

45844

2859

2393

2118

10.40

52

106

0.49

SBI (1)

747

128438

10

174973

38914

19314

13102

18

13.28

239

172

1.39

Shilpi Cable (10)

103

519

31

3213

252

178

160

16

4.31

69

51

1.35

Shriram City (10)

66

4216

14

3562

2172

867

571

87

20.21

1758

642

2.74

227

9266

11

9177

6322

1650

1028

45

19.76

889

408

2.18

Sintex Inds. (1)

42

4698

11

7035

950

713

529

12

8.50

102

111

0.92

Skipper (1)

10

320

28

1313

193

137

89

16.11

145

31

4.68

126

1046

18

724

394

194

188

15

25.67

385

83

4.64

14

303

12

1106

46

49

37

26

44.35

1153

209

5.52

SMS Pharma (10)

259

14

579

69

67

35

42

15.17

637

306

2.08

Sonata Soft. (1)

11

428

31

1682

165

182

134

13

11.38

148

41

3.61

Sun Pharma (1)

207

26459

17

27433

6769

6404

4541

22

39.14

861

128

6.73

10

1235

17

11340

478

478

212

105

17.12

1798

610

2.95

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

16

OCTOBER, 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.)
28.09.15

BV
(Rs.)

P/BV

576

52

28.90

1503

338

4.45

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

860

Sutlej Textiles (10)

16

558

21

1878

162

148

115

70

6.37

446

341

1.31

Suven Life (1)

13

559

19

521

159

152

109

28.22

254

44

5.77

Tata Coffee (1)

19

793

15

1691

290

266

120

15.17

91

42

2.17

Tata Global (1)

63

5452

7993

642

500

248

31.75

127

86

1.48

Tata Motors (2)

644

56239

25

262796

25850

21703

13986

43

6.63

285

175

1.63

TCS (1)

196

50635

39

94648

22683

26298

19852

101

25.68

2594

259

10.02

Tech Mahindra (5)

480

12127

22

22621

3541

3618

2628

27

21.22

573

126

4.55

Thermax (2)

24

2267

15

4697

406

497

336

28

31.36

878

190

4.62

Torrent Pharma (5)

85

2491

30

4653

829

940

751

44

31.75

1397

147

9.50

Torrent Power (10)

472

6556

10423

1386

740

360

22.38

179

139

1.29

TTK Prestige (10)

12

644

14

1388

130

133

92

79

47.95

3788

553

6.85

Tube Inv. (2)

37

2328

18

9698

1064

1003

424

23

17.52

403

124

3.25

TVS Motor (1)

48

1645

21

10098

451

456

348

33.14

232

35

6.63

274

19041

11

24349

3222

2986

2098

76

35.76

2718

694

3.92

UltraTech Cem. (10)

UPL (2)

86

5860

20

12091

1938

1410

1144

27

16.81

454

137

3.31

Voltas (1)

33

2102

18

5183

382

514

384

12

20.92

251

64

3.92

Wipro (2)

494

40798

21

47318

9542

11168

8653

35

16.94

593

165

3.59

Yes Bank (10)

418

11680

17

13618

3250

2910

2005

48

15.21

730

280

2.61

44

1157

23

2656

350

366

265

60

13.17

790

261

3.03

Zensar Tech. (10)

Zicom Elect. (10)

20

364

14

1108

109

60

51

25

4.88

122

180

0.68

Zydus Well. (10)

39

406

27

431

92

120

109

28

29.18

817

104

7.86

Year ended 30th June, 2014

Gillette India (10)

33

643

P&G (10)

32

1003

30

2051

386

460

302

93

64.51

Shree Cement (10)

35

4711

17

5887

840

815

787

226

50.13

Supreme Inds (2)

25

1038

27

3962

414

283

22

27.82

233

42

466

136

136

99

28

65.18

Symphony (2)

1750

49

81

51

16

299.81

4797

197

24.35

5999

309

19.41

11329

1352

8.38

612

82

7.46

1825

67

27.24

Year ended 30th Sept., 2014

MRF (10)
Siemens (2)

4518

20

13198

1505

1339

898

2118

19.47

71

4375

14

10663

365

844

603

17

75.12

41243 10655
1277

123

3.87
10.38

Year ended 31st Dec., 2014

ABB India (2)

42

2812

7733

443

355

229

11

95.91

1055

133

7.93

Ambuja Cem. (2)

310

10103

15

9978

1419

1783

1496

10

20.30

203

65

3.12

Castrol India (5)

247

497

96

3392

681

726

475

10

43.80

438

10

43.80

98

25

263

35

38

25

38

32.87

1249

153

8.16

Foseco (10)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

17

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

3M India
Aban Offshore
ABB India
Aditya Birla Nuvo
Advanta
Alembic Pharma
Allahabad Bank
Allcargo Log.
Amara Raja Batt.
Ambuja Cements
Amrutanjan Health
Andhra Bank
APL Apollo Tyres
Apollo Hospital
Apollo Tyres
Arvind
Ashoka Buildcon
Asian Paints
ASM Tech.
Aurobindo Pharma
Avanti Feeds
Axis Bank
Bajaj Auto
Bajaj Elec.
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balmer Lawrie
Bank of Baroda
Bata India
Berger Paints
BGR Energy
Bharat Forge
Biocon
Bosch
BPCL
Brigade Ent.
Britannia Inds
Butterfly Gandhi.
Cadila Healthcare
Cairn India
Can Fin Homes
Canara Bank
Carborundum Uni.
CARE
Castrol India
CCL Products
Central Bank
Century Enka

11
12
42
130
18
38
571
25
17
310
3
603
23
70
51
258
79
96
5
29
9
475
289
20
54
80
111
29
444
64
69
72
47
100
31
723
113
24
18
102
1875
27
515
19
29
247
27
1658
22

519
982
1932
6820
306
583
5396
1478
1145
2510
29
4529
965
1265
2845
1877
630
3623
28
3320
603
12234
5613
1009
1646
2212
163
749
12244
680
1121
894
1129
833
2558
51966
353
2019
234
2501
2627
243
12253
496
48
924
220
7099
303

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
463
1028
1822
6207
318
494
5518
1321
1029
2720
26
4205
742
1054
3236
1773
630
3362
28
2911
480
9980
5252
888
1244
1629
172
725
11683
622
1060
635
988
725
2378
66794
190
1787
108
2050
4483
176
11728
522
43
914
176
6928
305

12
-4
6
10
-4
18
-2
12
11
-8
12
8
30
20
-12
6
8
14
26
23
7
14
32
36
-5
3
5
9
6
41
14
15
8
-22
86
13
117
22
-41
38
4
-5
12
1
25
2
-1

59
425
113
1121
43
1242
101
175
235
1.48
825
48
136
414
164
126
614
5
636
62
4092
1061
53
1090
1590
151
43
2202
71
125
73
282
154
410
3281
80
261
13
528
414
223
2004
57
23
267
42
893
31

38
457
98
792
43
1220
76
145
464
-0.13
626
44
116
324
174
99
487
5
567
38
2896
856
29
818
1152
167
29
2480
82
93
64
218
122
357
966
35
138
8
308
2333
163
1795
49
19
179
29
974
15

55
-7
15
42
2
33
21
-49
32
9
17
28
-6
27
26
12
63
41
24
83
33
38
-10
48
-11
-13
34
14
29
26
15
240
129
89
63
71
-82
37
12
16
21
49
45
-8
107

73
361
126
1123
36
101
185
212
458
3
40
158
504
146
79
748
5
707
71
1576
42
434
937
154
59
90
147
68
354
231
593
4033
64
306
9
607
1852
51
81
27
291
47
30

51
335
101
851
29
96
146
181
706
1
34
144
405
152
98
571
4
652
41
1144
16
328
667
170
44
105
113
53
276
190
529
2349
35
190
3
367
1440
30
68
35
197
33
29

45
8
25
32
21
6
27
17
-35
184
17
10
24
-4
-20
31
26
9
76
38
163
32
41
-9
33
-14
30
28
28
22
12
72
84
61
221
65
29
74
18
-22
48
43
4

40
135
57
397
21
70
147
75
122
227
1.7
203
22
91
291
58
12
455
3
432
46
1978
1015
20
276
467
613
33
1052
92
77
11
195
126
344
2376
24
190
4.17
353
835
32
479
33
17
185
30
204
14

25
153
48
264
15
65
113
49
106
409
0.73
107
20
83
228
91
37
339
3
415
26
1667
740
6
211
319
522
25
1362
59
57
9
145
103
307
1216
7
114
0.17
240
1093
19
807
27
27
124
20
192
9

60
-12
19
50
40
8
30
53
15
-45
133
90
10
10
28
-36
-68
34
4
77
19
37
233
31
46
17
32
-23
56
35
22
34
22
12
95
243
67
2353
47
-24
68
-41
22
-37
49
50
6
56

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

18

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

Century Plyboards
22
Cera Sanitaryware
7
Chaman Lal Setia
9
Cheviot Company
5
Chola. Investment
144
Cigniti Tech.
25
Cipla
161
City Union Bank
60
CMC
30
Coal India
6316
Colgate
14
Container Corporat.
195
Corporation Bank
168
CPCL
149
Cummins India
55
Cyient
56
Dabur
176
Dr.Reddys Labs
85
Eicher Motors
27
EIH
114
Elecon Eng.
22
Elgi Equipments
16
Emami
23
Essar Oil
1450
Ester Inds.
42
Eveready Inds.
36
Exide Inds.
85
Finolex Cables
31
Finolex Inds.
124
Force Motors
13
Foseco India
6
G E Shipping
151
GAIL (India)
1268
GATI
18
GHCL
100
Glaxo. Consumer
42
Glaxo. Pharma
85
GMR Infra
530
Godrej Consumer
34
Godrej Inds.
34
Goldstone Infra.
14
Granules India
20
Grasim Inds.
92
Greaves Cotton
49
GSFC
80
Guj. Pipavav Port
483
Guj. State Pet.
563
Gujarat Fluorochem.
11
Gulf Oil Corp.
10

371
194
131
57
987
130
3853
811
672
19518
1010
1421
5335
9053
1314
726
2069
3758
2917
302
257
327
590
16340
211
348
1800
588
633
640
76
947
12565
416
587
1045
629
2966
2098
2511
22
346
8599
381
1084
185
259
1413
27

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
363
162
129
52
866
77
2720
754
593
18306
957
1270
5215
12989
1045
622
1869
3518
2245
284
268
324
482
24855
234
324
1909
572
663
545
66
808
13372
397
560
966
662
2731
1889
2326
21
311
8045
423
1243
168
231
891
24

2
20
2
10
14
69
42
8
13
7
6
12
2
-30
26
17
11
7
30
6
-4
1
22
-34
-10
7
-6
3
-5
17
15
17
-6
5
5
8
-5
9
11
8
5
11
7
-10
-13
10
12
59
13

57
25
16
8
172
17
910
197
78
4387
177
197
809
1001
198
74
289
771
352
11
14
21
77
1560
15
30
229
60
115
35
13
343
736
21
131
184
105
401
292
118
3
47
1014
51
132
75
184
207
3

37
21
5
2
144
7
416
173
78
4289
177
249
698
-108
161
70
241
647
229
10
7
16
71
1155
12
23
259
42
111
15
9
224
811
31
114
153
109
160
220
103
2
41
860
36
138
82
153
129
2

54
19
220
300
19
143
119
14
2
-21
16
23
6
20
19
54
10
100
31
8
35
25
30
-12
43
4
133
44
53
-9
-32
15
20
-4
151
33
15
50
15
18
42
-4
-9
20
60
50

55
28
16
15
177
20
1037
101
6365
179
368
984
278
117
358
437
53
19
30
100
1305
15
30
269
78
114
69
14
515
959
23
95
254
148
101
292
141
3
56
1360
77
168
104
217
227
8

41
24
5
5
150
8
549
77
6476
200
381
-98
285
100
294
301
41
13
23
96
926
11
24
300
60
86
47
11
398
1124
30
93
210
154
-172
224
148
2
46
1361
50
181
98
181
133
10

33
15
221
173
18
159
89
31
-2
-10
-4
-3
17
22
45
28
49
30
4
41
44
27
-10
30
32
48
29
30
-15
-25
2
21
-4
31
-5
87
21
53
-8
7
20
71
-18

40
16
10
10
111
11
651
112
56
3764
114
207
204
924
211
75
261
626
222
20
4
14
88
1063
4
16
155
48
70
36
9
324
424
8
61
155
93
-429
199
94
2
27
485
43
101
80
113
74
5

26
14
3
4
96
6
295
99
58
4033
135
262
231
510
212
69
211
550
157
6
-7
13
71
691
2
11
185
35
50
19
6
223
621
12
61
130
98
-593
143
78
1
23
487
29
108
81
85
44
8

54
14
233
150
16
83
121
13
-3
-7
-16
-21
-12
81
9
24
14
41
233
8
24
54
100
45
-16
37
40
89
50
45
-32
-33
19
-5
39
21
100
17
48
-6
-1
33
68
-38

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

19

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

Gulf Oil Lub.
GVK Power
Hatsun Agro Prod.
HDFC
HDFC Bank
HDIL
Heritage Foods
HIL
Himatsingka Seide
Hindalco Inds.
Hindustan Zinc
Hi-Tech Gears
HPCL
HUL
ICICI Bank
IDBI Bank
Idea Cellular
IDFC
IFB Agro Inds.
IFCI
Igarashi Motors
IIFL Holdings
India Glycols
Indiabulls Housing
Indiabulls Ventures
Indian Bank
Indraprastha Gas
Indusind Bank
Info Edge (I)
Infosys
Inox Wind
Insecticides(I)
International Paper
International Travel
IOCL
ITC
J&K Bank
Jagran Prakashan
Jamna Auto Inds.
Jet Airways
Jindal Poly Films
Jindal Saw
JK Tyre
JM Financial
Just Dial
Jyothy Labs
K P R Mill
Kajaria Ceramics
Kanoria Chemicals

10
158
11
315
502
419
23
7
49
207
845
19
339
216
1161
1604
3599
1594
9
1662
31
62
31
71
58
480
140
531
120
1144
222
19
40
8
2428
802
48
65
40
114
42
61
45
79
70
18
38
16
22

230
999
867
11436
16503
267
578
404
469
8575
3630
115
51803
8105
15802
7903
8798
2226
154
886
109
961
708
1829
96
4495
902
3448
172
14354
636
285
299
51
101307
8588
1888
481
290
5220
721
1912
1760
383
169
414
623
549
83

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
226
713
703
10039
13071
250
506
361
503
7997
3007
100
59237
7716
14617
7233
7561
2123
131
726
90
790
731
1364
82
4144
869
2874
145
12770
304
252
285
46
124957
9293
1899
440
235
4686
667
1149
1854
262
135
385
594
502
91

2
40
23
14
26
7
14
12
-7
7
21
15
-13
5
8
9
16
5
18
22
21
22
-3
34
17
8
4
20
19
12
109
13
5
11
-19
-8
-1
9
23
11
8
66
-5
46
25
8
5
9
-9

33
173
53
2449
4850
189
20
59
64
545
1487
10
2312
1432
5038
1138
1712
1921
11
250
21
590
57
1635
55
709
158
923
19
3447
80
31
20
7
8957
3128
458
112
20
162
141
194
254
266
42
50
85
76
9

28
-245
18
2125
3844
235
10
46
43
561
1150
5
0.18
1250
4517
928
1349
1864
5
209
10
469
24
1200
47
607
172
749
44
3211
43
32
16
5
2202
2994
448
83
12
-117
60
100
153
161
28
44
69
68
5

18
194
15
26
-20
100
28
49
-3
29
100
15
12
23
27
3
120
20
110
26
138
36
17
17
-8
23
-57
7
86
-3
25
40
307
4
2
35
67
135
94
66
65
50
14
23
12
80

33
-32
64
2472
72
25
69
53
470
2222
16
3171
1625
2949
409
15
152
29
204
30
697
38
198
45
75
27
27
12
10343
3690
136
27
410
153
213
227
151
56
59
111
87
11

28
-365
26
2137
81
15
56
36
627
2062
11
658
1552
2276
548
10
144
19
159
24
541
42
207
61
33
24
21
9
5045
3598
106
15
-31
74
137
123
88
44
51
94
74
8

17
145
16
-12
71
22
46
-25
8
41
382
5
30
-25
56
6
51
28
23
29
-9
-4
-27
127
13
26
35
105
3
29
86
107
56
85
71
27
17
18
17
37

20
-124
29
2204
2696
59
11
39
41
107
1921
7
1588
1059
2976
135
931
254
7
102
16
108
8
511
27
215
102
525
29
3030
51
20
8
6
6436
2265
159
180
13
222
107
104
118
72
33
45
50
46
6

18
-281
7
1873
2233
58
5
31
22
328
1618
3
46
1057
2655
106
728
482
4
94
10
94
1
424
27
207
114
421
40
2886
23
17
4
5
2523
2361
130
55
5
-218
49
55
55
58
28
42
39
39
3

11
314
18
21
2
120
26
86
-67
19
133
3352
12
27
28
-47
75
9
60
15
700
21
4
-11
25
-28
5
122
18
100
20
155
-4
22
227
160
118
89
115
24
18
7
28
18
100

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

20

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

Karnataka Bank
188
Karur Vysya Bank
122
Kaveri Seed Co.
14
KEC International
51
KEI Industries
15
Kitex Garments
5
Kotak Mahindra Bk
456
L&T
186
L&T Fin Holdings
1721
La Opala RG
11
Lakshmi Vilas Bank
179
LIC Housing Fin
101
LMW
11
LT Foods
26
Lumax Inds.
9
Lupin
90
Lycos Internet
95
M&M Financial
113
Manali Petro.
86
Manpasand Bev.
38
Marico
65
Maruti Suzuki
151
Mayur Uni.
23
MindTree
84
Mirza International
19
Motherson Sumi
88
MRF
4
MRPL
1753
Muthoot Finance
398
Natco Pharma
33
NCC
111
NCL Inds.
37
Neuland Labs
9
NHPC
11071
NIIT Technologies
61
Nitin Spinners
46
Novartis India
16
NTPC
8245
OBC
300
Oberoi Realty
328
OCC India
11
Omkar Speciality
21
ONGC
4278
Oracle Fin.
42
P I Industries
14
Page Industries
11
Pennar Inds.
60
Persistent Systems
80
Petronet LNG
750

1348
1519
664
1878
518
109
4584
20252
1718
52
693
2946
564
755
318
3150
499
1505
170
155
1783
13425
129
982
250
9385
3539
11317
1140
224
2016
158
123
2007
362
196
224
17085
5569
210
679
90
22825
1057
555
447
312
500
8377

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
1254
1462
827
1721
393
103
2686
18975
1438
42
585
2509
572
675
275
3341
456
1377
163
126
1623
11428
125
844
212
8392
3337
15744
1088
210
1810
96
103
2055
332
133
209
18337
5576
175
542
54
21851
1073
471
384
332
435
10161

8
4
-20
9
32
6
71
7
19
24
18
17
-1
12
16
-6
9
9
4
23
10
17
3
16
18
12
6
-28
5
7
11
65
19
-2
9
47
7
-7
20
25
67
4
-1
18
16
-6
15
-18

239
296
220
118
49
25
597
1668
1219
12
110
559
42
84
17
716
142
855
20
22
305
1518
28
141
37
598
694
573
848
45
156
33
16
895
54
28
0.35
2200
1044
115
94
15
7548
459
124
96
26
74
281

188
213
230
81
32
22
666
1704
1067
9
70
454
42
75
7
1006
127
880
12
18
246
803
22
146
24
508
383
-242
804
46
129
-11
10
962
43
16
-4.02
2419
1142
87
66
8
6302
467
98
85
22
72
281

27
39
-4
46
53
14
-10
-2
14
33
57
23
12
143
-29
12
-3
67
22
24
89
27
-3
54
18
81
5
-2
21
60
-7
26
75
-9
-9
32
42
88
20
-2
27
13
18
3
-

228
73
23
31
1841
296
15
581
89
55
24
890
150
181
24
30
353
2342
32
34
765
792
658
297
51
93
32
15
1327
104
28
21
2946
133
112
14
11386
524
142
102
17
117
333

236
37
12
26
2263
410
11
491
92
46
14
1141
130
274
15
22
278
1586
25
21
624
456
21
293
52
37
-12
9
1158
70
18
22
3399
103
90
6
9759
636
114
86
15
118
315

-3
96
90
20
-19
-28
42
19
-3
19
71
-22
15
-34
57
38
27
48
30
59
23
74
3106
1
-2
148
74
15
49
54
-1
-13
29
24
122
17
-18
25
18
12
-1
6

109
135
218
30
12
16
190
606
192
9
40
382
44
27
11
525
91
107
15
16
238
1193
19
138
18
266
447
406
183
28
3
20
7
767
72
12
13
2135
258
80
49
8
5460
329
87
63
7
67
248

122
122
230
11
4
14
430
967
286
6
28
322
49
21
5
625
84
170
7
14
185
762
15
129
10
164
230
-36
180
33
-21
-19
3
616
45
9
14
2201
365
64
36
5
4782
394
72
54
6
69
157

-11
11
-5
173
200
14
-56
-37
-33
50
43
19
-10
29
120
-16
8
-37
114
14
29
57
27
7
80
62
94
2
-15
133
25
60
33
-7
-3
-29
25
36
60
14
-17
21
17
17
-3
58

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

21

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

Pfizer
Pincon Spirit
PNB
Pokarna
Power Finance
Power Grid
Pressman Adv
PTC India Fin.
PVR
R P P Infra.
R Systems
Rajesh Exports
Ramakrishna For.
Rane Holdings
REC
Reliance Cap.
Reliance Comm.
Reliance Power
Religare Ent.
Renaissance Jew.
Repco Home Fin.
RIL
Sasken Comm.
Savita Oil Tech.
SBI
Shilpi Cable
Shipping Corp.
Shree Cement
Shriram Trans.
Siemens
Sintex Industries
SJVN
Skipper
SKS Microfinance
SML Isuzu
SMS Pharma
Sonata Software
South Indian Bank
Srikalahasthi Pipes
Star Ferro
State Bk of Mysore
State Bank of Trav.
Sterlite Technologies
Sumeet Inds.
Sun Pharma
Sun TV
Sundaram Clayton
Sundaram Finance
Supreme Infra.

46
10
371
6
1320
5232
5
562
42
23
13
30
27
14
987
253
1244
2805
178
19
62
3236
21
15
757
103
466
35
227
71
44
4137
10
126
14
8
11
135
40
22
48
71
79
58
241
197
10
111
26

484
231
13432
96
6755
4718
15
227
486
86
166
15144
236
551
5663
2450
5493
2768
1044
253
200
77130
109
391
44731
1011
1056
1725
2352
2376
1471
776
236
241
383
124
479
1481
256
409
1952
2652
975
274
6758
691
345
555
436

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
435
129
12825
62
5856
3942
9
173
362
47
161
7905
123
515
4667
2138
5354
1753
866
222
156
104640
108
490
40739
705
1087
1657
2016
2374
1345
675
183
152
339
138
417
1466
217
323
1868
2644
564
296
6341
634
316
541
381

11
79
5
55
15
20
67
31
34
83
3
92
92
7
21
15
3
58
21
14
28
-26
1
-20
10
43
-3
4
17
9
15
29
59
13
-10
15
1
18
27
5
73
-7
7
9
9
3
14

404
12
3132
24
2290
2768
2
94
83
12
21
380
37
27
2077
958
854
919
548
10
46
7136
9
23
9202
83
186
119
1671
197
156
512
29
138
38
13
47
181
56
80
270
465
86
16
1610
279
16
418
69

368
6
3125
6
1999
2218
1
72
26
6
20
235
11
32
1735
837
763
501
418
7
37
6207
8
15
8788
55
7
285
1426
-4
153
460
22
80
31
14
37
221
29
59
303
281
42
15
1703
229
14
417
54

10
100
300
15
25
100
31
219
100
5
62
236
-16
20
14
12
83
31
43
24
15
13
53
5
51
2557
-58
17
2
11
32
73
23
-7
27
-18
93
36
-11
65
105
7
-5
22
14
28

128
9
21
2295
3099
2
95
88
8
26
254
37
73
2126
297
1171
690
132
11
47
11107
17
25
65
320
346
488
307
179
763
21
80
44
14
55
181
53
103
57
12
1147
431
53
165
18

116
5
6
2006
2578
1
73
37
6
24
133
15
48
1777
173
1096
434
78
8
38
10458
14
16
43
256
458
454
77
141
660
16
50
37
14
44
264
25
90
42
15
1733
387
39
200
27

11
71
233
14
20
58
30
141
31
8
91
142
52
20
72
7
59
69
31
25
6
18
55
50
25
-24
8
301
27
16
37
59
19
-2
26
-32
111
15
38
-22
-34
11
35
-18
-33

54
6
721
12
1576
1367
1.34
61
58
4
14
237
18
22
1479
201
177
344
37.15
5
30
6222
10
12
3692
55
164
104
321
168
69
484
10
61
29
7
38
65
34
42
94
81
20
5
479
197
34
99
7

38
3
1405
-1
1448
1137
1.25
52
8
3
14
118
6
15
1283
164
132
244
0.12
2
25
5957
8
6
3349
38
49
277
306
13
62
424
7
49
23
8
32
127
13
24
75
50
9
6
1205
166
23
122
11

42
100
-49
9
20
7
17
625
33
101
200
47
15
23
34
41
30858
150
20
4
25
100
10
45
235
-62
5
1192
11
14
43
24
26
-13
19
-49
162
75
25
62
122
-17
-60
19
48
-19
-36

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

22

OCTOBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE

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

Company/ Bank Equity

Suryalakshmi Cotton
17
Sutlej Textiles
16
Suven Life
13
Suzlon Energy
965
Symphony
7
Syndicate Bank
662
Take Solutions
12
Tata Chemicals
255
Tata Coffee
19
Tata Global Bev.
63
Tata Motors
679
Tata Power
270
Tata Steel
970
TCS
196
Tech Mahindra
481
Thermax
24
Tinplate Company
105
Titan Co
89
TN Newsprint
69
Torrent Cables
9
Torrent Pharma
85
Torrent Power
472
Trident
509
TTK Prestige
12
Tube Investments
37
TVS Motor
48
TVS Srichakra
8
Uco Bank
1076
UltraTech Cement
274
Union Bank of India
636
United Bank
840
UPL
86
Vardhman Textiles
63
Vedanta
297
Vesuvius India
20
Vijaya Bank
859
Visaka Inds.
16
Vishnu Chem.
12
V-Mart Retail
18
VRL Logistics
91
Wabco India
9
Welspun India
100
Wipro
494
Yes Bank
418
Zee Entertainment
96
Zensar Tech.
44
Zicom Electronic
20
Zydus Wellness
39

187
463
101
2628
133
6323
229
4067
396
2029
61020
9235
30300
25668
6294
1001
229
2709
648
92
1947
3003
879
349
2548
2621
504
5169
6432
9043
2897
3064
1653
17017
169
3289
321
110
205
448
385
1388
12371
3797
1340
706
257
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
182
492
142
4672
153
5523
162
3850
375
1911
64683
8708
36427
22111
5122
839
184
2891
486
62
1114
2563
913
336
2377
2305
451
5395
6032
8548
3004
2757
1706
17137
158
3190
312
84
165
411
324
1177
11246
3093
1055
612
221
101

3
-6
-29
-44
-13
14
41
6
6
6
-6
6
-17
16
23
19
24
-6
33
48
75
17
-4
4
7
14
12
-4
7
6
-4
11
-3
-1
7
3
3
31
24
9
19
18
10
23
27
15
16
3

19
44
22
105
29
1039
29
377
51
153
5286
1602
1428
6724
762
75
26
200
101
5
850
545
115
34
270
121
73
1161
900
1488
578
479
253
2275
27
393
26
17
17
61
56
281
2402
908
294
98
27
15

17
42
51
-106
46
1014
17
397
68
166
8167
1122
2722
5935
779
43
14
250
67
-0.4
324
276
102
36
241
98
34
1202
799
1372
574
419
201
3537
20
290
21
10
13
51
39
204
2377
632
290
73
23
13

12
5
-57
-37
2
71
-5
-25
-8
-35
43
-48
13
-2
74
86
-20
51
162
97
13
-6
12
23
115
-3
13
8
1
14
26
-36
35
36
24
70
31
20
44
38
1
44
1
34
17
15

18
55
29
1142
30
1039
64
390
60
183
8182
1212
2597
7931
1060
108
53
226
101
7
918
539
154
36
283
160
80
1134
445
323
3782
35
32
13
21
75
79
328
3135
378
120
21
24

16
55
54
-555
46
1014
30
427
74
201
10508
790
2974
7621
1014
74
34
265
74
2
370
296
126
42
250
134
30
1186
458
290
3289
26
30
7
18
60
53
234
2996
346
88
18
21

11
-46
-36
3
112
-9
-20
-9
-22
54
-13
4
5
46
53
-14
36
200
148
82
22
-13
13
20
166
-4
-3
11
15
34
5
94
14
25
47
41
5
9
36
17
12

7
30
20
1047
22
302
40
153
25
82
2769
241
763
5684
676
62
23
151
52
4.84
449
173
61
22
95
90
49
257
591
519
52
275
146
866
19
143
14
6
11
35
47
163
2188
551
242
76
10
20

6
36
35
-751
33
485
13
176
30
97
5398
-111
337
5568
631
41
11
177
26
0.32
256
86
32
27
90
72
17
521
627
664
66
289
106
1341
14
161
11
2
9
25
31
105
2103
432
210
56
9
17

17
-17
-43
-33
-38
208
-13
-17
-15
-49
126
2
7
51
109
-15
100
1413
75
101
91
-19
6
25
188
-51
-6
-22
-21
-5
38
-35
36
-11
27
200
22
40
52
55
4
28
15
36
11
18

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

23

OCTOBER, 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

24

OCTOBER, 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

25

OCTOBER, 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

26

OCTOBER, 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

27

OCTOBER, 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

28

OCTOBER, 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
Aksh Optifibre
Aksharchem (Ind)
Akzo Nobel India
Albert David
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 Hospitals
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
Avanti Feeds
AVT Natural Prod.
Axis Bank
Axis Finance
Bajaj Auto
Bajaj Electricals
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Balmer Lawrie
Bank of Baroda
Bank of India
Bank of Maharash.
Bannari Am. Spin.

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 75.77 25.97
31.03.15
7.31 97.74
31.03.15 46.66 196.86
31.03.15
5.71 162.56
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 71.81
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 69.56 227.22
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 14.40
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 29.20 183.55
31.03.15
9.08 286.40
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 20.15 67.38
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 15.75 160.88

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.) (%) 14.09.15 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
348.30
32.89 32.82 32.10 2.12
200.13
23.61 22.35 16.00 21.89
2526.99 208.84 275.02 186.31 39.93 200
321.78
21.16 20.27 13.76 24.10
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
163.33
22.47 26.56 17.29 11.84
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
4592.79 520.04 467.33 346.59 24.91
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
13562.18 610.30 442.20 334.81 1.18
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
1776.26 172.58 179.85 116.58 128.39
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
4258.11
59.97 -20.82 -13.95
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
680.42
52.91 19.14 12.83 8.15

10973 114.15 3 1506 518.59 59.34 60.67 39.50

1151 106.77 3 1506 1931.62 112.54 88.93 57.45 2.00
232 2.46 3 1506 981.54 424.59 199.12 135.36 2.00
218 13.68 3 1506 287.99 59.85 35.12 20.36
- 6 1503 971.99 252.99 219.48 144.38
21 19.81 3 1503 31.24 -0.19 0.96 0.96 1.00
2049 18.84 3 1506 6820.5 1121.4 665.93 396.66
526 53.13 6 1506 616.23 89.42 49.17 47.47 2.00
16 7.55 3 1506 93.28 12.82 11.10 11.10 5.00
121 5.53 3 1506 47.90 5.97 5.10 3.24
1270 31.81 3 1506 658.40 60.60 67.73 45.31
- 3 1506 84.94 5.61 5.05 2.79
663 44.17 3 1506 583.34
88.57 69.88 2.00
77 7.08 3 1506 5396.44 1241.5 386.71 146.86
307 16.13 3 1506 1477.91 100.63 95.96 75.10 2.00
526 111.68 3 1506 811.53 41.42 29.96 19.58 2.00
955 39.69 3 1506 1144.97 175.18 178.90 122.09 1.00
820 9.42 3 1506 124.22 17.42 16.03 12.07
211 21.84 6 1506 4973.53 587.47 735.34 544.04 2.00
409 34.54 3 1506 29.10 1.48 2.59 1.70 2.00
63 5.95 3 1506 4529.23 825.49 322.52 202.52
91
- 3 1506 185.30 -5.05 -9.40 1.00
205 3.65 3 1506 218.40 31.72 11.89 7.70
460 16.91 3 1506 965.06 47.57 32.99 21.85
1368 54.92 3 1506 1264.96 136.02 113.36 90.84 5.00
188 9.79 3 1506 2845.35 413.94 415.05 290.60 1.00
48 4.40 3 1506 59.85 4.87 1.95 1.42
29 6.92 3 1503 197.43 52.96 5.12 4.36
275 20.82 3 1506 1876.93 163.79 83.22 58.04
140 89.17 3 1506 536.99 67.26 30.73 19.14 1.00
120 8.32 3 1506 58.02 8.95 7.64 5.04
90 76.27 3 1506 3841.2 284.38 234.91 159.32 1.00
163 31.59 3 1506 630.23 126.13 21.13 12.38 5.00
150 11.42 3 1506 23.40 3.89 1.55 0.01
840 57.77 3 1506 3623.47 614.22 678.76 455.18 1.00
107 6.46 3 1506 28.37 5.06 5.02 3.29
108 14.56 3 1506 99.45 8.08 6.39 4.90 2.00
30 5.06 3 1503 217.79 16.86 5.76 4.56 2.00
417 23.03 3 1503 122.48 13.58 13.71 8.63 5.00
713 13.21 3 1506 3320.4 635.54 618.22 432.44 1.00
2879 22.42 3 1506 603.41 61.55 68.79 45.71
31 15.66 3 1506 79.08 8.39 8.51 5.81 1.00
496 15.98 3 1506 12234.4 4092.1 2970.3 1978.4 2.00
2314 23.80 3 1506 5613.5 1061.2 1497.9 1014.8
251
- 3 1506 1009.09 53.27 34.67 20.34 2.00
5149 28.76 3 1506 1646.21 1089.9 422.43 275.63
1882 17.72 3 1506 2211.7 1589.6 925.15 466.90 5.00
1617 8.87 3 1506 163.35 151.19 152.90 613.16
120 10.70 3 1506 159.64 24.59 19.54 12.82 2.00
547 10.57 3 1506 749.14 42.74 51.97 33.24
187 12.21 3 1506 12243.7 2201.9 1602.2 1052.2 2.00
136 5.30 3 1506 11659.2 1704.2 189.48 129.72
35 8.25 3 1506 3526.1 609.77 125.86 59.44
175 21.47 3 1506 176.40 17.78 8.80 5.99
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

29

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Bata India (15m)

31.03.15 64.26 154.89
BEML
31.03.15 41.64 498.71
Berger Paints India 31.03.15 69.33 18.17
BGR Energy Syst. 31.03.15 72.16 186.29
Bhagiradha Chem. 31.03.15
5.05 97.68
Bhagyanagar India 31.03.15 12.80 34.33
Bharat Electronics 31.03.15 80.00 985.63
Bharat Forge
31.03.15 46.57 150.13
BHEL
31.03.15 489.52 139.26
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
31.03.15 723.08 310.72
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
Caplin Point
30.06.15 15.11 38.39
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
Cigniti Tech.
31.03.15 24.74 45.34
Cipla
31.03.15 160.59 134.26
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 84.65
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

2693.99
2802.09
4322.06
3365.00
219.63
251.75
6842.66
4548.05
30182.98
3089.81
3209.89
12085.48
238086.90
1310.83
7858.42
85.21
2673.15
531.82
8651.34
14646.20
48300.29
817.03
138.68
251.77
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
379.27
11345.44
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

O.P.
(Cr.)

PBT
(Cr.)

255.67
16.31
418.22
283.82
7.68
3.10
990.12
1079.47
1407.74
474.89
148.15
1432.91
5798.65
283.86
719.43
5.77
247.17
32.28
1468.46
5953.16
6950.37
747.74
7.96
50.59
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
35.66
1656.99
692.65
335.98
15015.6
747.22
923.83
748.91
3027.45
813.20
652.07
329.54
1201.43
0.78
474.11
277.45
288.53

297.14
5.45
404.10
78.70
3.04
2.40
1466.69
1057.32
2140.01
624.13
212.88
1955.85
7415.51
172.48
949.59
10.35
113.19
4.22
1445.53
5109.09
3497.63
137.45
2.57
35.69
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
31.25
1654.25
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

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

231.17
5.93
264.70
42.15
2.52
2.05
1167.24
718.98
1419.29
497.43
175.44
1337.65
5084.51
95.23
688.64
9.47
75.19
2.83
1150.59
4479.60
2702.63
86.24
2.89
25.85
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
25.70
1180.77
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

35.97 65
1.42
3.82
5.84
4.99 10
0.32
145.91
30.88 225
5.80
24.87
22.78
426.00
70.32
8.45
57.41
5.85
1.71
1.58
56.20 240
23.89 90
56.87 105
32.40
1.77
17.11
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
10.39
14.71
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

1062 29.52 3 1506 680.46 70.50 74.35 92.20

1181 831.69 3 1503 1279.33 149.55 169.00 168.85
222 58.12 3 1506 1121.19 125.22 122.46 77.30 2.00
106 18.15 3 1506 894.07 72.62 17.50 11.44
95 19.04 3 1503 58.36 1.63 0.72 0.60
15 46.88 3 1506 68.68 1.41 0.96 0.77 2.00
1095 7.50 3 1506 1095.33 -45.75 79.76 60.70
1026 33.23 3 1506 1128.54 281.82 289.36 195.32 2.00
213 36.72 3 1506 4361.68 -451.83 37.30 33.89 2.00
447 17.97 3 1506 832.99 154.38 173.48 126.24 5.00
472 20.72 3 1503 797.15 8.12 35.25 28.46
22304 52.36 3 1506 2557.93 410.08 516.65 343.74
880 12.51 3 1506 51966.1 3280.8 3496.2 2376.2
138 16.33 3 1506 353.39 80.32 39.94 24.32
2991 52.10 3 1506 2018.6 261.08 278.40 189.66 2.00
52 8.89 3 1503 23.51 1.77 2.72 2.34
24 14.04 3 1506 970.33 72.95 33.66 23.65 1.00
151 95.57 3 1506 234.43 12.71 6.18 4.17
1799 32.01 3 1506 2500.65 527.83 533.20 353.39 5.00
144 6.03 3 1506 2627.1 413.81 975.75 834.98
267 4.69 3 1506 12252.6 2003.6 643.84 478.84
812 25.06 3 1506 242.53 223.40 50.69 32.10
54 30.51 3 1506 31.70 2.36 1.30 1.24
1560 91.17 3 1506 48.01 8.01 8.81 6.98
164 23.26 3 1506 495.79 56.57 57.45 33.25 1.00
1155 23.86 3 1506 48.44 23.09 26.02 17.49
437 45.57 6 1506 1722.80 446.40 504.60 331.20 5.00
214 30.31 3 1506 219.65 41.80 39.84 30.22 2.00
77 21.04 3 1506 7098.99 893.23 312.48 203.60
644 18.67 3 1503 124.28 18.03 21.71 13.71
197 11.77 3 1506 303.29 30.74 20.55 13.63
161 23.75 3 1506 370.92 56.68 44.75 39.69 1.00
1917 36.83 3 1506 194.26 24.56 24.00 15.67 5.00
506 9.64 3 1506 1704.00 295.00 200.00 152.00
177 8.31 3 1506 130.74 16.04 15.42 10.18
221
- 3 1506 9053.43 1000.7 923.51 923.51
509 6.64 3 1506 57.42 8.36 13.61 10.36
612 19.81 3 1506 986.70 171.60 171.77 111.10
380 36.57 3 1506 130.34 17.14 17.38 10.72
661 44.94 3 1506 3852.77 910.20 907.77 650.61 2.00
93 14.05 3 1506 810.93 197.16 152.06 111.56 1.00
1985 21.70 3 1506 672.24 77.84 86.73 56.28
339 15.60 3 1506 19518.1 4386.7 5807.2 3764.4
1925 46.84 3 1506 190.15 176.55 153.98 114.28 1.00
1512 28.14 3 1506 1420.85 197.19 277.00 206.90
170 12.33 3 1506 2181.18 66.20 21.73 14.47 1.00
47 6.74 3 1506 5334.60 808.50 187.12 204.26 2.00
215 39.67 3 1506 683.61 318.71 259.02 134.52 5.00
1108 39.08 3 1506 1314.31 197.62 257.45 210.73 2.00
594 18.90 3 1506 726.31 73.93 98.83 74.83 5.00
282 46.46 3 1506 2069.49 289.11 325.27 261.11 1.00
38 7.52 3 1506
3.84 1.14 1.47 1.05
306 17.76 3 1506 473.36 101.06 105.75 66.46
130 19.17 3 1503 425.12 68.00 53.69 62.95
109 8.44 3 1506 1805.9 155.19 139.37 122.62 2.00
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

30

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Deccan Cements
31.03.15
7.00 350.03
Dena Bank
31.03.15 561.15 118.96
Dewan Hsg Fin Cor 31.03.15 145.68 318.22
Dhanlaxmi Bank 31.03.15 177.44 35.22
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 42.62
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 76.21
Entertainment Net. 31.03.15 47.67 141.53
Equitas Micro Fin. 31.03.15 198.75 19.12
Ess Dee Alum.
31.03.15 32.05 270.71
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 Healthcare 31.03.15 462.81 87.46
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
Gallantt Metal
31.03.15 81.32 34.62
Garware Wall Rop. 31.03.15 21.88 141.66
GATI
31.03.15 17.50 62.03
Gayatri Projects
31.03.15 30.23 220.30
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
Goldstone Infra.
31.03.15 14.43 22.29
Granules India
31.03.15 20.43 21.10
Graphite India
31.03.15 39.08 89.74
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
Guj. Fluorochem. 31.03.15 10.99 380.31
Guj. Ind. Power
31.03.15 151.25 121.43

438.61
11484.82
5981.64
1368.54
14818.89
8738.32
13952.64
1341.31
2153.78
1328.89
1314.27
2217.25
1713.00
438.48
437.98
855.92
83206.00
896.27
1278.92
6883.73
8297.77
2449.09
2476.15
3034.65
287.38
2363.72
4140.13
117.93
263.36
56741.98
563.46
722.05
784.25
1648.11
1601.14
3438.03
304.67
1105.30
2373.61
732.74
851.77
4307.59
3287.58
585.67
11087.68
8276.36
9230.51
92.15
1292.92
1497.22
32847.34
1688.70
1564.25
1060.32
1948.12
2531.30
5340.81
1214.72

O.P.
(Cr.)

PBT
(Cr.)

45.93
1330.28

21.34
67.66
943.04
-241.47
2816.26
992.62
455.28
151.25
96.34
33.93
68.39
592.45
467.56
144.61
104.13
56.41
1521.00
4.88
62.00
798.49
1521.04
263.15
80.78
244.02
-0.58
124.94
-183.28
11.67
37.74
4284.36
30.18
36.78
60.51
75.77
35.09
798.13
119.55
115.95
256.83
153.70
12.86
889.15
748.63
10.30
-2806.41
1248.72
518.79
6.43
127.96
129.44
3443.35
108.74
138.78
300.84
215.48
97.76
825.63
249.49

16.58
2628.60
894.96
767.41
156.86
210.84
98.18
51.82
505.77
194.68
112.38
113.09
129.39
4321.00
39.03
91.70
777.67
1627.79
195.07
152.41
308.58
2.15
65.72
4.82
34.54
3721.94
40.21
48.48
69.05
106.07
179.37
818.83
98.95
99.78
446.65
153.70
60.45
668.00
601.84
20.01
742.11
1277.78
388.39
11.04
155.96
116.53
3581.24
152.70
157.85
175.86
103.72
800.07
302.76

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

19.88
265.48
621.29
-241.47
2217.86
615.36
116.79
96.63
72.67
16.34
48.10
485.61
307.98
105.98
68.55
37.41
1527.00
3.84
49.03
545.87
1005.75
198.66
47.78
234.32
-0.58
101.36
-143.70
7.66
24.59
3039.17
27.11
33.95
43.05
41.21
22.05
748.24
77.35
55.15
183.19
102.96
7.78
583.61
471.65
7.07
-2733.29
907.12
402.47
4.92
90.91
82.19
1743.8
81.53
121.82
203.80
227.86
84.17
585.24
126.35

28.40
4.73
42.65
130.17
227.07
6.64
1.69
2.04
1.50
3.03
21.39
9.14
22.23
3.45
11.67
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
4.17
19.68
4.71
7.29
49.62
3.34
8.56
18.32
19.12
1.10
138.76
55.68
2.45
26.65
11.98
1.36
4.45
4.21
189.81
3.34
50.46
5.61
31.03
6.08
53.25
8.35

400

100
700
100

110
90
20

50

60

110

22

550
625

175

180
60
100
45
350

458
40
225
26
4043
18837
128
101
18
73
123
1228
191
638
283
187
39
275
149
61
237
261
29
1580
2307
167
45
1239
291
411
24
292
139
475
371
39
134
120
176
18
6155
3327
56
12
1249
364
15
117
71
3477
136
899
240
159
44
696
72

16.13
8.46
5.28
31.06
82.96
19.28
59.76
8.82
48.67
40.59
57.41
20.90
28.70
24.25
17.76
63.93
40.74
23.21
5.20
18.24
67.79
8.24
30.00
10.92
32.20
12.15
42.81
5.76
14.84
29.51
65.16
7.48
11.68
15.65
6.55
9.21
16.36
44.36
59.75
22.86
46.87
30.38
11.03
26.29
16.86
18.32
40.72
17.82
42.78
5.12
7.24
13.07
8.62

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

1506
1506
1503
1506
1506
1506
1503
1506
1506
1506
1506
1506
1506
1406
1503
1506
1506
1506
1506
1506
1503
1506
1506
1506
1506
1506
1506
1503
1506
1506
1506
1506
1506
1506
1506
1506
1503
1506
1506
1503
1503
1506
1506
1503
1506
1506
1506
1506
1506
1506
1506
1506
1506
1503
1506
1506
1506
1503

158.76
2914.87
1582.48
331.45
3757.8
5484.70
3685.04
302.42
479.03
257.14
326.51
589.87
390.51
101.56
229.18
184.61
16340.0
210.97
348.16
1799.53
2214.28
588.29
633.36
746.94
64.96
640.01
1049.29
30.46
75.96
12565.3
125.40
184.14
239.32
416.24
405.09
946.54
77.57
297.56
586.86
198.93
226.96
1045.0
628.31
152.66
2966.01
2097.66
2510.67
22.32
345.94
322.50
8599.1
380.66
380.85
304.99
475.15
610.59
1412.76
247.98

23.35 18.45
226.30 -98.45
251.08
12.58 -22.71
771.17 797.72
641.41 678.94
241.19 190.81
11.04 23.66
45.53 17.10
14.48 2.92
21.04 20.34
77.19 91.34
19.87 88.52
27.19 36.39
59.59 55.46
25.02 9.74
1560.0 1063.0
14.77 5.76
29.61 22.54
229.21 232.10
469.15 429.37
59.89 65.34
114.87 101.86
72.47 62.82
2.94 -1.11
35.01 49.40
83.34
1.62 3.41
12.69 13.09
736.14 651.14
10.12 8.22
12.71 10.51
22.75 21.66
20.88 13.65
48.24 16.32
343.01 353.48
22.28 26.50
18.24 33.28
130.68 75.33
38.13 38.13
15.93 3.11
183.54 238.25
105.09 142.58
7.43 6.80
400.90 -357.54
291.70 268.56
117.81 113.59
3.18 1.88
47.10 40.92
22.11 24.58
1014.0 956.64
51.02 65.68
43.87 36.19
104.89
52.18 56.51
39.28 37.47
207.32 150.64
80.86 58.08

13.92
15.16
162.28
-22.71
625.65
417.12
137.56
19.86
11.88
4.13
13.73
87.75
56.80
25.88
36.68
7.04
1063.0
3.84
15.89
155.20
280.53
48.02
70.26
56.41
-1.11
35.76
87.28
2.24
8.57
424.14
7.70
9.90
14.62
7.83
10.69
323.67
17.26
19.13
61.33
26.66
1.55
155.01
93.28
3.57
-429.45
199.23
94.32
1.55
27.15
16.33
484.67
43.34
26.70
74.06
43.99.
24.85
73.82
15.97

5.00
1.00
2.00
1.00
2.00
1.00
1.00
5.00

5.00
5.00
1.00
2.00
2.00

2.00

1.00
2.00

1.00
1.00
1.00
4.00
1.00
2.00
2.00
5.00
2.00
2.00
1.00

OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

31

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Guj. Mineral Dev. 31.03.15

Guj. Pip. Port (15m) 31.03.15
Guj State Fertilizers 31.03.15
Guj. State Petronet 31.03.15
Gulf Oil Corp.
31.03.15
Gulf Oil Lubricants 31.03.15
GVK Power & Infra 31.03.15
Hatsun Agro Prod. 31.03.15
Hawkins Cookers 31.03.15
HBL Power Syst. 31.03.15
HDFC
31.03.15
HDFC Bank
31.03.15
HDIL
31.03.15
HEG
31.03.15
Heritage Foods (I) 31.03.15
Hester Biosciences 31.03.15
HIL
31.03.15
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
Huhtamaki PPL
31.12.14
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
IFCI
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 Glycols
31.03.15
India Motor Parts 31.03.15
India Power Corp. 31.03.15
Indian Bank
31.03.15
Indian Hotels
31.03.15
Indian Metals & Fe. 31.03.15
Indian Oil Corp.
31.03.15
Indian Over. Bank 31.03.15
Indian Terrain
31.03.15
Indo National
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
Ingersoll-Rand
31.03.15

63.60
483.44
79.70
562.98
9.91
9.91
157.92
10.87
5.29
25.30
314.94
501.30
419.00
39.96
23.20
8.51
7.49
123.94
49.23
206.52
216.35
845.06
18.77
338.63
14.46
14.54
1159.66
10.00
1603.96
3597.84
1592.78
9.37
41.28
1662.04
78.37
30.61
62.05
71.11
52.24
10.14
307.18
30.96
8.32
97.58
480.29
80.75
25.98
2427.9
1235.35
7.19
3.75
140.00
91.67
529.45
40.16
120.22
572.00
31.57

101.94
37.04
112.03
64.35
67.45
188.80
12.28
20.37
111.38
24.23
286.22
247.39
257.87
235.42
83.16
50.56
575.87
7.52
81.75
180.49
17.21
102.60
80.71
473.13
183.00
77.68
138.70
428.78
141.24
64.00
108.46
236.53
93.32
36.08
28.11
81.98
82.44
186.52
12.20
173.56
107.09
149.32
257.02
9.95
261.46
26.96
332.14
279.95
116.48
175.80
431.20
149.87
21.25
193.66
197.08
117.71
478.70
303.21

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1418.89
384.96 526.71 500.33 15.73
867.03
417.88 387.28 387.28 8.01
5324.57
489.98 573.91 400.50 10.05 110
1064.60
726.14 660.32 410.36 7.29
109.38
9.82 41.87 30.68 6.19
967.48
124.57 116.04 77.41 15.62 175
3049.65
34.11 -1277.70 -834.68
2933.09
104.28 47.36 39.16 3.60 180
514.50
47.19 47.32 32.12 60.72
1330.07
94.41 25.32 14.62 0.58
48315.69 10042.3 10116.6 8762.6 55.65 750
57466.25 17404.47 15328.72 10215.9 40.76 400
1022.47
790.59 297.80 218.66 5.22
1240.52
120.71 44.32 39.00 9.76
2072.97
48.04 39.29 28.36 12.22 30
90.03
20.87 19.45 14.58 8.57
1107.79
85.02 91.95 66.86 89.27 200
2551.08
212.56 189.91 189.89 1.53
1940.57
169.87 91.45 95.44 9.69
34525.03 2579.49 1246.91 925.16 4.48 100
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
206626.2
3692.3 4154.1 2733.3 80.72 245
1980.62
207.49 133.54 85.44 11.82 175
1225.34
75.38 62.23 66.60 9.16
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
3249.30 1054.93 718.02 521.60 3.14
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
4453.85 454.89 29.45 29.45 0.96
2557.41
55.67 -116.65 -61.34
511.97
33.98 43.51 31.00 37.26 140
627.36
79.36 36.61 24.18 0.25
17216.30 3013.72 1468.63 1005.17 20.93
4188.64 197.29 232.48 378.10 4.68
1344.79 119.18 33.34 11.98 4.61
437526.1 5618.4 7995.3 5273.0 21.72
26076.93 3322.34 111.43 -454.33
290.41
30.60 22.75 17.98 25.01
322.07
32.48 40.12 28.92 77.12
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
655.53
32.98 100.95 66.15 20.95

76 4.83 3 1506 316.60 69.65 109.78 73.55 2.00

174 21.72 3 1506 184.68 74.58 80.42 80.42
67 6.67 3 1506 1084.48 131.82 143.16 100.90 2.00
118 16.19 3 1506 259.14 183.69 173.75 112.76
139 22.46 3 1506 26.71 2.89 7.89 5.34 2.00
487 31.18 3 1506 230.42 33.03 31.10 20.47 2.00
7
- 3 1506 999.03 173.13 -218.24 -123.92 1.00
393 109.17 3 1506 867.11 53.07 37.97 28.69 1.00
2180 35.90 3 1506 95.92 7.38 7.53 5.06
38 65.52 3 1506 304.21 23.12 8.91 6.71 1.00
1185 21.29 3 1506 11436.2 2449.2 2453.6 2204.3 2.00
1020 25.02 3 1506 16502.9 4849.9 4121.9 2695.7 2.00
61 11.69 3 1506 266.71 188.71 70.06 59.24
140 14.34 3 1503 290.03 18.03 6.76 4.01
348 28.48 3 1506 578.45 19.56 16.88 10.72
589 68.73 3 1506 24.52 6.83 5.64 4.66
684 7.66 3 1506 403.92 59.37 59.48 39.27
15 9.80 3 1506 625.37 81.36 112.39 112.39 1.00
191 19.71 3 1506 468.51 64.08 41.86 40.79 5.00
79 17.63 3 1506 8575.3 545.35 138.09 107.19 1.00
795 39.85 3 1506 8105.1 1431.5 1549.8 1059.1 1.00
136 7.03 3 1506 3630.17 1487.4 2049.5 1920.8 2.00
291 29.66 3 1506 115.25 10.20 9.91 6.59
807 10.00 3 1506 51803.3 2312.3 2420.4 1588.0
251 21.24 3 1503 558.91 74.97 57.52 39.80 2.00
- 3 1506 544.84 39.03 20.63 19.92 2.00
272 14.12 3 1506 15802.5 5037.8 4082.4 2976.2 2.00
4073 62.23 3 1503 93.09 31.64 34.55 23.02
58 10.64 3 1506 7903.4 1138.2 259.45 135.18
147 16.57 3 1506 8798.35 1712.5 1433.3 930.83
131 12.22 3 1506 2225.86 1921.1 402.56 254.21
333 20.04 3 1506 154.44 10.54 11.18 7.31
449 37.26 3 1506 352.00 10.53 13.54 10.54
21 6.69 3 1506 886.13 250.49 148.33 101.54
- 6 1503 91.78 36.19 35.22 27.03
599 37.46 3 1506 108.66 20.70 23.99 15.62
187 12.97 3 1506 961.16 589.57 187.69 107.65 2.00
766 14.33 3 1506 1828.96 1635.3 692.25 511.27 2.00
- 3 1506 96.11 54.52 32.32 27.31 2.00
11 3.14 3 1503 49.57 5.03 -4.30 2.38 2.00
73 76.04 3 1506 1075.45 143.97 40.10 40.10
84
- 3 1506 707.96 57.35 11.22 7.73
680 18.25 3 1506 128.91 8.32 9.26 6.16
- 3 1506 157.98 20.76 6.27 4.10 1.00
126 6.02 3 1506 4494.5 708.64 300.57 215.28
90 19.23 3 1506 1032.92 32.57 66.31 34.78
132 28.63 3 1503 403.19 49.51 34.24 13.15
402 18.51 3 1506 101306.8 8957.1 9199.9 6435.7
35
- 3 1506 6672.11 556.31 -107.26 14.76
607 24.27 3 1503 68.97 7.42 6.37 4.00
- 3 1506 84.68 8.41 10.24 6.54
467 14.93 3 1506 901.76 157.53 159.55 101.84
60 16.95 3 1506 187.57 14.97 13.24 8.00
876 25.86 3 1506 3447.84 922.72 799.39 525.04
177 6.30 3 1506 469.55 26.56 30.53 25.49
753 376.50 3 1503 173.34 50.84 106.09 82.18
1100 10.21 3 1506 14354.0 3447.0 4205.0 3030.0 5.00
742 35.42 3 1506 143.62 -2.19 11.46 7.71
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

32

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Inox Wind
31.03.15 221.92 62.72
Insectides (India) 31.03.15 12.68 229.82
International Paper 31.03.15 39.77 104.11
Internat. Travel Ho. 31.03.15
7.99 181.86
Intrasoft Tech.
31.03.15 14.73 53.98
IPCA Laboratories 31.03.15 25.24 176.97
ITC
31.03.15 801.55 39.52
J & K Bank
31.03.15 48.49 126.01
Jagran Prakashan 31.03.15 63.45 35.75
Jamna Auto Inds. 31.03.15 39.62 45.42
Jayant Agro-Org.
31.03.15
7.50 146.79
Jet Airways
31.03.15 113.60
Jindal Drill & Ind. 31.03.15
14.49 279.30
Jindal Saw
31.03.15
58.01 145.69
Jindal Steel & Pow. 31.03.15
91.49 229.99
JK Agri Genetics 31.03.15
3.60 160.78
JK Cement
31.03.15
69.93 235.46
JK Lakshmi Cem. 31.03.15
58.85 113.06
JK Paper
31.03.15 136.62 56.73
JK Tyre & Ind.
31.03.15
45.36 61.77
JM Financial
31.03.15
78.37 31.11
Jocil
31.03.15
8.88 166.96
JSW Energy
31.03.15 1640.05 45.84
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
Kanpur Plast.
31.03.15
7.96 68.07
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 27.84
KEC International 31.03.15
51.42 51.72
KEI Industries
31.03.15
15.45 39.33
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 Oil Eng. 31.03.15
28.92 92.77
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
Kothari Products 31.03.15
19.90 372.64
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 1118.4
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
Lovable Lingerie 31.03.15 16.80 110.18
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

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

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
19573.43 -878.45 -1813.7 -1813.7
444.86
30.23 59.35 40.73 14.05 10
6601.30 623.29 410.26 262.53 9.05
19400.29 2750.51 -1542.75 -1278.12
209.83
27.37 17.19 12.22 33.94
3348.59 318.65 159.15 156.92 22.44
2307.06 349.46 111.77 95.60 8.12
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
49.36
46.27 46.27 36.71 33.07
52971.51 5967.80 2539.11 1796.57 74.32 110
589.80 141.69 190.54 138.89 19.70
1514.83 130.46 124.52 121.12 6.69
2186.89 298.25 270.33 175.60 22.10
1226.62 136.08 124.02 83.31 19.08
337.79
19.45 15.63 15.29 3.50
249.22
25.49 16.61 11.45 14.38
5205.41 723.27 542.36 451.45 23.95 50
5976.71 943.29 462.78 464.28 38.17
1161.23 294.76 310.00 300.96 43.68 375
607.25
62.19 24.45 15.86 1.23 75
8467.80 423.69 261.06 160.99 6.26
2030.95 168.29 52.88 34.25 4.43
408.32
92.77 98.09 66.25 53.73
1625.71
35.58
5.53
8.49 1.07
1365.09
98.54 71.85 49.28 3.59
2504.42 146.68 205.43 143.14 9.90
443.85
11.90 22.53 17.93 13.96
511.10 147.41 141.67 98.52 20.74
11748.32 2997.46 2832.96 1865.98 24.16
4648.16
70.24 73.37 49.31 24.78
2565.75 283.28 223.38 173.57 46.06
900.21
54.25 63.89 43.63 136.34
223.33
55.74 55.76 41.74 7.52 65
2384.82 191.79 288.00 207.45 184.07 375
221.30
9.51
2.83
4.29 61.64
2498.56 365.72 188.21 132.29 7.38 20
92004.58 8710.75 7217.24 4764.82 51.26 812.5
6196.23 4457.50 1174.82 854.68 4.97
10669.35 1972.64 2101.94 1386.19 27.47
172.49
21.72 26.94 19.72 11.74
2778.61 261.28 111.30 72.49 27.41
837.17
47.42 67.78 44.98 33.00
1142.56
23.15 14.27 16.57 17.72

372 27.84 3 1506 635.83 80.09 68.72 50.50

408 9.43 3 1506 285.40 31.03 23.46 19.80
279
- 3 1506 299.08 20.05 11.28 8.03
227 9.87 3 1506 50.70 7.31 9.13 5.98
436 107.65 3 1506 118.00 0.46 1.41 1.22
750 36.96 3 1506 757.97 40.08 27.13 18.89 2.00
314 26.04 3 1506 8587.70 3127.6 3432.2 2265.4 1.00
92 8.77 3 1506 1888.35 458.31 245.44 158.76 1.00
134 13.80 3 1506 481.15 111.70 113.03 179.97 2.00
191 25.74 3 1506 290.07 19.95 18.74 12.82
112 15.71 3 1506 347.48 14.74 7.62 4.13 5.00
330
- 3 1506 5220.1 162.41 221.70 221.70
134 9.54 3 1503 116.53 11.06 19.55 11.88 5.00
62 6.85 3 1506 1912.22 194.06 154.70 104.22 2.00
64
- 3 1506 4426.32 271.08 -505.54 -339.26 1.00
476 14.02 3 1506 131.67 37.68 35.37 23.52
625 27.85 3 1506 813.72 50.87 -1.11 0.16
371 45.69 3 1506 590.75 50.68 -34.91 -23.48 5.00
37
- 3 1506 585.35 100.10 24.14 16.78
105 7.22 3 1506 1759.91 253.78 183.47 118.12
45 10.66 3 1506 382.80 265.56 145.83 72.35 1.00
129 8.74 3 1506 112.39 6.47 6.81 4.45
84 10.21 3 1506 2106.99 618.85 423.91 277.45
931 28.15 3 1506
7.29 6.57 6.57 5.15
993 13.36 3 1503 12599.7 784.37 -81.16 62.38
927 47.06 3 1506 168.62 41.69 48.81 33.17
312 46.64 3 1506 414.34 50.31 52.21 44.58 1.00
699 31.63 3 1506 548.72 76.37 70.22 46.22 2.00
135 7.08 3 1506 301.64 48.00 45.09 28.89 5.00
46 13.14 3 1506 83.45 9.20 6.75 5.82 5.00
124 8.62 3 1506 64.75 10.43 8.09 5.49
120 5.01 3 1506 1348.17 239.02 123.17 109.34
442 11.58 3 1506 1518.50 295.73 178.08 134.58
460 10.53 3 1506 664.07 219.92 221.94 218.44 2.00
69 56.10 3 1506 207.25 46.14 34.18 34.18 1.00
138 22.04 3 1506 1877.96 118.15 50.38 30.39 2.00
100 22.57 3 1506 518.39 48.68 16.82 11.70 2.00
2150 40.01 3 1506 92.41 14.26 17.48 11.37
205 191.59 3 1506 368.98 3.39 5.67 7.33 2.00
50 13.93 3 1506 302.88 27.06 21.47 15.32 5.00
299 30.20 3 1506 581.50 26.46 45.56 35.89 2.00
505 36.17 3 1503 177.69 22.99 28.07 21.29
710 34.23 3 1506 109.08 24.69 25.82 15.97 1.00
646 26.74 3 1506 4583.9 596.97 291.66 189.78 5.00
207 8.35 3 1506 1148.65 27.30 24.99 16.61
724 15.72 3 1506 623.26 84.75 72.95 50.49
- 3 1506 215.40 3.29 3.33 2.18
573 76.20 3 1506 51.97 12.40 12.66 9.21 2.00
3500 19.01 3 1506 564.19 42.43 66.05 43.86
- 3 1506 53.01 3.61 1.72 1.52 100.0
76 10.30 3 1506 693.06 109.57 49.26 40.26
1606 31.33 3 1506 20252.2 1667.9 1218.62 606.19 2.00
67 13.48 3 1506 1717.63 1218.9 275.24 192.46
439 15.98 3 1506 2945.89 559.45 579.02 382.13 2.00
255 21.72 3 1506 65.51 11.19 16.63 12.22
179 6.53 3 1506 755.19 83.60 41.52 26.83
247 7.48 3 1506 219.73 12.58 12.85 8.23
430 24.27 3 1506 318.01 17.49 14.83 11.36
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

33

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Lupin
31.03.15
Lycos Internet
31.03.15
Mac Charles
31.03.15
Madhucon Projects 31.03.15
Magma Fincorp
31.03.15
Magna Electro Cast. 31.03.15
Maharashtra Scooter 31.03.15
Maharashtra Seam. 31.03.15
M & M Finan. Ser. 31.03.15
Mahindra Holidays 31.03.15
Maithan Alloys
31.03.15
Man Infraconstruct. 31.03.15
Manaksia
31.03.15
Manali Petrochem. 31.03.15
Manappuram Fin. 31.03.15
Mangalam Cement 31.03.15
Mangalam Drugs 31.03.15
Mangalore Chem. F 31.03.15
Manpasand Bev.
31.03.15
Marico
31.03.15
Maruti Suzuki Ind. 31.03.15
Mayur Uniquot.
31.03.15
MBL Infrastructure 31.03.15
MCX
31.03.15
MIC Electronics
31.03.15
Mindteck (India)
31.03.15
Mindtree
31.03.15
Mirza International 31.03.15
MM Forgings
31.03.15
MOIL
31.03.15
Monte Carlo Fash. 31.03.15
Motherson Sumi 31.03.15
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
National Peroxide 31.03.15
Nava Bharat Vent. 31.03.15
NCC
31.03.15
NCL Industries
31.03.15
Nectar Lifesciences 31.03.15
Neuland Labs
31.03.15
Neyveli Lignite Co. 31.03.15
NHPC
31.03.15
NIIT Technologies 31.03.15
Nitin Spinners
31.03.15
NMDC
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

89.90
95.25
13.10
7.38
38.09
4.58
11.43
33.50
112.83
88.03
14.56
49.50
13.11
86.03
168.24
26.69
13.18
118.55
37.75
64.50
151.04
21.65
20.73
51.00
23.78
24.65
83.70
18.54
12.07
168.00
21.73
88.19
210.15
18.62
1752.60
397.97
2325.00
18.03
45.55
33.23
1288.62
120.00
5.75
17.86
111.19
34.94
22.43
8.95
1677.71
11070.7
61.04
45.83
396.47
15.98
8245.46
328.24
11.38
44.29

197.42
32.12
86.90
89.34
220.70
337.10
105.34
83.03
221.50
25.74
166.68
14.23
31.30
192.15
22.28
49.20
50.63
28.29
694.45
51.55
316.69
235.72
25.47
66.03
240.43
33.71
197.12
201.29
174.90
37.58
260.76
137.55
30.27
127.74
10.32
210.84
56.82
254.60
49.65
111.53
363.39
283.83
60.87
42.54
42.71
177.71
88.64
27.78
167.08
36.44
81.55
313.51
99.56
141.19
210.23
55.98

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

12770.01 3184.89 3414.83 2403.24 53.46 375

1957.00 530.34 521.99 342.22 7.19
67.33
26.04 25.96 17.54 13.39
2038.06 456.21 88.06 -3.54
- 10
2353.63 1424.08 223.49 180.67 9.49
105.06
10.24
8.37
5.43 11.86
6.95
-8.15 54.76 54.76 47.91
1354.66
74.75 128.97 91.56 13.67 100
6021.14 4003.10 1399.87 912.91 16.18 200
794.85 114.39 126.84 79.02 8.98
1106.51
82.46 66.41 52.62 36.14
274.80
12.62 75.39 47.41 1.92
1127.61 137.44 113.26 103.43 15.78
733.13
64.64 69.53 43.99 2.56
1986.42 1284.06 413.67 271.32 3.23
921.85
56.82 18.99 17.92 6.71
220.66
16.24
6.01
6.14 4.66
2578.78 130.49 18.29 37.54 3.17
359.75
43.58 33.34 29.95 7.93
5732.98 785.72 821.66 573.46 8.89
49970.64 4242.64 4868.20 3711.22 122.86 500
506.32
89.91 93.25 65.90 15.22
1961.79 216.75 118.76 81.59 39.36
222.49
61.64 170.05 125.05 24.52
158.55
2.94
0.03
1.81 0.15
319.15
28.07 27.81 19.20 7.79
3561.90 607.40 690.80 536.30 64.07
918.99 118.02 78.73 51.16 5.52
502.53
75.39 68.66 50.55 41.88
823.25 333.97 650.57 428.01 25.48
582.58
89.57 91.45 59.77 27.51
35031.89 2282.02 1817.15 862.47 9.78
5794.81 772.02 937.68 674.64 32.10
223.87
81.24 93.10 61.44 33.00
57477.07 -2572.70 -2155.89 -1712.23
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
196.30
14.73 16.41
6.23 10.83
1152.94 130.36 152.71 142.47 15.95
9512.89 723.11 112.69 53.87 0.97 20
535.80
46.48 12.34
8.90 2.55
1643.64 190.34 84.75 66.26 2.95
464.70
46.60 24.48 15.78 17.63
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
12356.41 7615.45 9767.84 6421.86 16.20
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
-

KOMPELLA PORTFOLIO INVESTMENT ADVICE

34

1840 34.42 3 1506 3150.23 715.94 789.11 525.02 2.00

24 3.34 3 1506 498.64 141.50 140.60 90.69 2.00
202 15.09 3 1503 21.45 8.45 8.42 5.69
59
- 3 1503 300.95 60.31 20.50 16.20 1.00
84 8.85 3 1506 606.17 353.79 57.22 45.22 2.00
104 8.77 3 1506 24.22 2.23 1.81 1.41
998 20.83 3 1506
2.31 -1.10 1.96 1.96
158 11.56 3 1503 364.74 17.35 46.64 30.14 5.00
239 14.77 3 1506 1504.65 854.58 169.82 107.42 2.00
296 32.96 3 1506 227.38 35.00 38.51 25.06
80 2.21 3 1503 208.66 7.60 7.60 10.04
35 18.23 3 1506 47.78 3.74 8.97 4.79 2.00
46 2.92 3 1506 296.65 38.81 31.56 26.97 2.00
23 8.98 3 1506 169.87 20.35 22.14 14.73 5.00
23 7.12 3 1506 539.04 326.02 91.88 59.30
217 32.34 3 1503 238.67 11.35 1.77 2.72
79 16.95 3 1506 69.59 5.37 3.75 3.05
43 13.56 3 1503 666.60 70.01 42.58 34.06
415 52.33 3 1506 154.88 21.56 17.53 15.72
408 45.89 3 1506 1783.22 304.68 331.97 237.83 1.00
4320 35.16 3 1506 13424.9 1517.5 1670.5 1192.9 5.00
417 27.40 3 1506 128.55 27.96 28.50 19.41 5.00
246 6.25 3 1506 612.91 62.26 37.29 29.92
955 38.95 3 1503 58.97 27.04 65.99 49.30
23 153.33 3 1503 45.33 7.65 12.21 13.81 2.00
59 7.57 3 1506 80.19 6.66 6.97 5.00
1370 21.38 3 1506 981.60 140.70 178.10 138.20
102 18.48 3 1506 249.61 37.04 27.67 18.02 2.00
546 13.04 3 1506 124.15 17.79 16.67 12.92
211 8.28 3 1506 184.62 70.37 136.17 89.88
437 15.89 3 1506 68.88 2.58 2.77 1.48
280 28.63 3 1506 9384.80 598.48 530.31 265.76 1.00
406 12.65 3 1503 1429.03 178.32 240.74 177.69
792 24.00 3 1506 60.35 21.93 22.24 14.38
52
- 3 1506 11316.7 572.99 509.07 405.90
162 9.61 3 1506 1140.06 847.92 283.48 183.16
- 6 1503 1609.86 217.13 206.99 163.80
104 18.57 3 1506 513.06 48.82 35.13 26.38 5.00
113 10.02 3 1503 278.31 23.81 16.13 15.31
2226 54.95 3 1506 223.71 44.82 38.57 28.23
37 7.21 3 1506 1491.27 124.72 254.27 163.44 5.00
942 40.62 3 1503 1814.01 164.55 191.36 133.64
590 54.48 3 1506 56.41 3.96 4.32 2.69
136 8.53 3 1506 200.55 8.65 14.60 12.96 2.00
63 64.95 3 1506 2015.93 156.26 22.64 2.58 2.00
91 35.69 3 1506 157.76 33.42 25.95 20.34
37 12.54 3 1506 407.70 48.77 22.70 17.41 1.00
732 41.52 3 1506 122.63 16.22 11.29 7.30
73 7.75 3 1506 1843.74 475.93 553.48 366.90
16 7.11 3 1506 2007.39 894.84 969.45 767.17
443 18.32 3 1506 361.73 53.96 84.30 72.27
57 6.38 3 1506 196.47 27.94 18.22 11.78
103 6.36 3 1506 1806.4 1062.6 1551.3 1010.1
774 31.27 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
240 24.84 3 1506 210.25 115.20 120.71 79.57
504 25.23 3 1506 678.61 94.36 73.35 48.82 2.00
28
- 3 1503 64.79 3.49 2.38 7.14
OCTOBER, 2015

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Oil India
31.03.15
Om Metals Infra.
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
Ortin Labs
31.03.15
Page Industries
31.03.15
Paul Merchants
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
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
PVR
31.03.15
Radico Khaitan
31.03.15
Rain Ind.
31.12.14
Rajesh Exports
31.03.15
Ramco Cements
31.03.15
Ramco Industries 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

601.14
9.63
20.58
4277.76
42.31
20.49
299.85
10.31
30.37
16.94
11.15
1.03
179.10
60.17
80.00
750.00
45.75
13.66
10.02
34.51
80.92
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
41.53
26.61
67.27
29.53
23.81
8.67
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

357.89
56.28
80.40
167.87
407.00
47.61
438.80
236.22
41.85
13.25
346.87
1154.5
111.13
31.54
175.69
75.85
431.26
65.63
54.55
680.15
44.33
40.05
152.27
89.20
85.55
244.08
72.95
35.06
69.88
9.87
103.85
89.14
25.57
120.17
186.01
95.33
98.53
61.67
87.58
115.81
110.27
64.28
147.55
221.26
381.01
138.44
49.14
251.12
59.40
526.64
150.10
673.51
163.91
995.00
73.55
217.79

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

9748.23 2797.75 3728.70 2510.20 41.76

224.02
33.97 34.79 29.05 3.02
265.13
41.84 28.25 24.28 11.80
82870.96 21190.8 26555.2 17732.9 20.73
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
282.57
58.20 62.96 51.32 49.78
154.793
23.32
7.06
5.60 1.84
60.41
4.86
1.33
0.90 0.53
1543.48 301.78 293.31 196.02 175.80
2163.71
24.87 24.14 15.86 153.98
6348.52 700.99 539.32 378.23 21.12
1446.46 117.53 66.60 35.90 2.98
1891.25 296.49 389.97 290.63 36.33
39500.95 1123.61 984.90 882.52 11.77
1853.31 251.89 238.02 69.82 15.26
1940.27 322.96 355.24 245.89 18.00
602.56
30.57 23.64 15.68 15.65
5122.61 595.61 3035.35 2849.95 165.17
1911.71 130.24
8.50 -6.05
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
24861.32 8332.75 8378.23 5959.33 45.15
17177.23 9665.89 6269.38 4979.17 9.52
1011.85
54.83 86.38 76.27 4.30
149.49
9.24
7.62
5.32 6.00
40.17
4.56
5.71
3.97 1.69
2374.34 580.07 590.48 414.23 11.05
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
1677.72 370.88 159.82 132.73 5.60
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
3732.20 545.51 358.44 246.13 10.34
899.65
60.83 38.77 90.06 10.39
740.76
95.52 78.42 74.74 27.21
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
7713.45 552.22 509.63 322.06 5.84
5351.69 284.00 159.74 112.81 18.38
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
90.09
14.85 24.70 22.07 14.62
17198.46 2077.81 1383.63 1800.18 68.44
6903.42 2061.98 1286.36 1028.32 3.67
4104.58 2054.45 485.21 153.79 8.62

200

190

33

520
32
50
20
250

91
20
20
15

165

100
150

30

100

3 1506 2882.64 1030.4 1224.9 775.42

49 16.23 3 1506 41.37 11.65 12.17 10.67 1.00
164 13.90 3 1506 90.48 15.44 12.18 8.17
230 11.10 3 1506 22825.3 7547.8 8350.9 5459.9 5.00
3801 26.98 3 1506 1056.56 459.10 509.88 329.33 5.00
159 16.72 3 1506 349.40 48.05 46.53 27.89 1.00
130 7.84 3 1506 5568.78 1044.5 466.84 257.84
542 10.89 3 1506 72.11 16.53 16.47 14.35
203 110.33 3 1506 40.60 6.18 3.05 2.44
9 16.98 3 1506 12.28 1.36 0.75 0.49
12945 73.63 3 1506 446.52 95.84 96.18 63.18
- 3 1506 628.71 7.29 7.23 5.06
389 18.42 3 1503 2020.19 200.33 168.73 120.13
48 16.11 3 1506 311.85 25.96 13.03 6.60 5.00
679 18.69 3 1506 500.42 74.24 94.01 67.22
174 14.78 3 1506 8377.17 281.00 253.13 247.50
2316 151.77 3 1506 484.21 403.51 97.40 53.83
655 36.39 3 1506 554.81 124.35 130.23 87.30 1.00
- 3 1506 230.90 11.86 8.59 5.67
847 5.13 3 1506 1473.59 227.79 176.71 202.74 2.00
- 3 1503 488.39 44.24 12.44 6.04
26 5.22 3 1503 95.04 89.67 22.20 14.83
- 3 1503 517.14
89.70 57.09
123 8.00 3 1506 75.32 4.69 5.22 3.77
994 19.65 3 1506 96.35 24.39 16.65 11.79
220 4.87 3 1506 6755.3 2289.5 2293.3 1576.2
128 13.45 3 1506 4717.55 2767.9 1729.3 1366.5
81 18.84 3 1506 192.50 6.62 8.96 5.18 2.00
342 57.00 3 1506 37.65 2.16 -2.30 -1.47
31 18.34 3 1506 14.72 1.92 2.01 1.34 2.00
216 19.55 3 1506 695.89 77.48 145.94 128.17
59 8.60 3 1506 3296.18 58.91 70.18 47.93
40 13.99 3 1506 226.59 93.84 93.84 61.37
36 11.88 3 1503 2234.90 202.08 -60.11 -70.24
137 8.30 3 1506 13432.1 3132.1 1320.7 720.71 2.00
63 11.25 3 1503 409.09 84.28 29.44 20.45 5.00
854 278.18 3 1506 486.02 83.25 59.02 58.05
85 16.73 3 1506 394.71 37.11 25.39 18.09 2.00
35 13.31 3 1506 2623.7 355.57 211.78 145.13 2.00
451 20.33 3 1506 15144.3 379.52 237.16 237.16 1.00
326 31.53 3 1506 952.78 185.14 137.65 94.67 1.00
106 10.20 3 1506 277.66 26.64 17.15 31.08 1.00
627 23.04 3 1506 235.51 36.91 25.09 17.70
500 10.97 3 1506 86.81 -3.71 21.25 15.09
634 12.76 3 1506 550.97 26.54 46.29 22.18
305 25.76 3 1506 202.57 9.09 2.26 1.65
44 7.53 3 1506 1901.70 97.48 82.16 52.84
391 21.27 3 1506 1121.69 9.72 -13.12 -13.72
104 10.75 3 1506 7569.65 145.59 115.06 81.15 2.00
353 8.92 3 1506 2450.00 958.0 280.00 201.00
67 23.34 3 1506 5493.0 854.0 198.00 177.00 5.00
864 11.86 3 1506 77130.0 7136. 8066. 6222.
321 21.96 3 1506 23.30 3.31 6.56 4.44
356 5.20 3 1506 4336.83 501.57 350.31 400.91
40 10.90 3 1506 2767.9 918.53 438.63 344.34
301 34.92 3 1506 1044.35 547.91 123.20 37.15
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

35

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

Renaissance Jewel 31.03.15 19.08 209.11

Repco Home Fin. 31.03.15 62.36 130.23
Revathi Equipment 31.03.15
3.07 378.86
Rolta India
31.03.15 161.33 96.52
R P P Infra.
31.03.15 22.60 75.52
R S Software
31.03.15 12.84 87.21
R Systems Int.
31.12.14 12.67 16.82
Ruchira Papers
31.03.15 22.42 46.96
Rupa & Co.
31.03.15
7.95 39.53
Rural Electrification 31.03.15 987.46 251.73
SAIL
31.03.15 4130.53 105.53
Sadbhav Eng.
31.03.15 17.15 78.84
Sagar Cements
31.03.15 17.39 299.79
Samkrg Pistons
31.03.15
9.82 86.30
Sanghvi Movers
31.03.15
8.66 151.12
Sasken Communica. 31.03.15 21.34 209.44
Savita Oil Tech.
31.03.15 14.60 386.95
SE Investments
31.03.15 40.56 128.14
Selan Exploration 31.03.15 16.40 170.93
Seshasayee Paper 31.03.15 12.61 311.65
Shanthi Gears
31.03.15
8.17 33.14
Shilpi Cable Tech. 31.03.15 102.63 50.53
Shipping Corp.
31.03.15 465.80 140.27
Shivam Autotech 31.03.15 10.00 36.30
Shree Cement
30.06.15 34.84 1514.5
Shriram City Union 31.03.15 65.91 639.66
Shriram Transport 31.03.15 226.91 407.12
Sical Logistics
31.03.15 55.62 79.54
Sicagen India
31.03.15 39.57 120.87
Sintex Industries 31.03.15 42.44 110.69
SJVN
31.03.15 4136.63 24.67
Skipper
31.03.15 10.23 31.27
SKM Egg Prod.
31.03.15 26.33 25.47
SKS Microfinance 31.03.15 126.29 82.86
SMC Global Sec. 31.03.15 22.63 47.66
SML Isuzu
31.03.15 14.48 209.19
SMS Pharma
31.03.15
8.47 306.15
Snowman Logistics 31.03.15 166.68 25.09
Sobha Developers 31.03.15 98.10 247.89
Solar Industries
31.03.15 18.10 428.66
Sona Koyo Steering 31.03.15 19.87 16.28
Sonata Software
31.03.15 10.52 40.73
South Indian Bank 31.03.15 135.02 25.56
Southern Petrochem 31.03.15 203.64 11.18
Sree Rayalaseema Al 31.03.15 78.72 34.57
Sri KPR Industries 31.03.15 20.15 21.49
Srikalahasthi Pipes 31.03.15 39.76 73.77
Stampede Capital 31.03.15 22.81 31.71
Star Ferro and Cem. 31.03.15 22.22 30.60
St. Bank of B & J. 31.03.15 70.00 858.95
St. Bank of Hyd.
31.03.15 20.75 46248.
St. Bank of India
31.03.15 746.57 172.04
St. Bank of Mysore 31.03.15 48.01 905.65
St. Bank of Patiala 31.03.15 479.51 1510.8
St. Bank of Travan. 31.03.15 59.25 886.47
State Trading Corp. 31.03.15 60.00 16.29
Steel Exchange
31.03.15 51.95 44.30
Sterling Tools
31.03.15
6.84 171.51

1276.44
692.20
163.01
3679.46
265.94
376.42
653.37
346.56
969.07
20229.53
45843.56
2969.85
575.57
232.47
308.23
428.00
1848.91
178.38
79.29
1014.12
155.19
3212.93
4308.56
445.82
6453.57
3561.70
8636.95
827.52
780.77
7034.77
2817.53
1312.80
271.34
723.96
369.40
1105.55
579.29
202.93
2440.60
1351.89
1552.97
1682.13
5783.29
2254.98
776.60
72.34
1083.55
74.17
1430.43
9931.84
15148.82
174972.96
7707.59
11358.06
10583.39
14702.88
1565.37
342.76

O.P.
(Cr.)

PBT
(Cr.)

56.43
185.35
17.13
654.62
27.66
87.59
84.10
29.60
118.87
7268.52
2858.72
218.53
34.89
22.29
58.47
21.05
27.65
122.63
32.64
59.99
1.49
252.26
188.18
55.65
419.07
2171.53
6224.59
38.50
0.83
950.03
1800.52
193.17
24.02
393.50
69.78
45.78
69.09
22.51
545.10
222.56
111.98
164.91
816.26
54.11
65.12
11.37
154.45
15.91
211.32
2104.11
2913.66
38913.5
1330.98
1599.46
1372.16
159.83
150.13
35.07

45.57
186.17
10.34
284.00
21.11
99.07
112.42
20.44
100.43
7427.04
2392.88
145.85
378.07
18.01
23.20
216.18
-4.18
66.70
44.26
25.41
13.11
177.87
276.13
35.87
400.83
866.79
1842.39
21.93
8.22
713.00
2047.25
136.57
34.83
193.57
62.62
48.75
67.48
14.73
371.70
202.62
85.71
181.90
445.60
8.43
31.59
10.58
119.42
16.41
124.74
1135.08
1966.46
19313.9
596.02
561.42
560.33
31.40
34.76
28.74

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

40.16
123.08
3.92
245.17
16.58
64.94
78.13
12.83
65.71
5259.87
2117.51
113.73
296.65
12.32
8.06
119.56
-1.27
44.52
28.30
17.35
9.32
159.99
200.93
28.14
426.33
571.42
1237.81
16.32
6.58
528.81
1676.65
89.17
25.19
187.66
42.00
36.94
35.24
24.75
238.10
147.41
37.90
133.70
307.20
10.37
22.15
8.70
82.98
14.53
83.44
776.87
1317.13
13101.6
408.80
362.06
335.53
28.19
28.46
21.22

21.05
19.74
12.77
15.20
7.34
25.29
6.17
5.72
8.27
53.27
5.13
6.63
170.59
12.55
1.86
56.03
10.98
17.26
13.76
1.14
15.59
4.31
5.63
122.37
86.70
54.55
2.93
1.66
12.46
4.05
8.72
9.57
14.86
3.71
25.51
41.61
1.48
24.27
81.44
1.91
12.71
2.28
0.51
2.81
4.32
20.87
6.37
3.76
110.98
6348
17.55
85.15
75.51
56.63
4.70
5.48
31.02

15

107
20

240

70

60

70

700
60

350
60

71 3.37 3 1506 252.59 9.77 7.85 4.84

662 33.54 3 1506 200.03 46.23 46.30 30.23
635 49.73 3 1506 53.15 5.74 4.73 4.83
101 6.64 3 1506 983.40 143.86 43.48 40.72
100 13.62 3 1506 85.65 11.59 6.36 4.48
135 5.34 3 1506 77.40 11.62 15.76 11.10 5.00
69 11.18 3 1506 166.28 21.40 22.30 14.35 1.00
40 6.99 3 1506 92.88 12.59 10.58 5.66
331 40.02 3 1506 208.37 27.86 22.81 15.09 1.00
252 4.73 3 1506 5662.9 2077.5 2124.2 1478.6
52 10.14 3 1503 11585.1 422.85 275.19 334.22
288 43.44 3 1506 829.28 69.06 49.58 39.48 1.00
400 2.34 3 1506 194.72 32.62 36.52 22.70
141 11.24 3 1506 58.09 7.01 6.30 4.45
320 172.04 3 1506 109.53 43.59 32.25 21.09 2.00
233 4.16 3 1506 109.28 8.55 15.02 9.85
565
- 3 1506 390.54 23.46 17.65 11.87
278 25.32 3 1503 47.34 32.37 16.69 4.48
218 12.63 3 1506 19.06 7.08 9.86 6.38
232 16.86 3 1506 237.50 15.99 8.00 5.39
92 80.70 3 1506 37.72 0.66 2.92 1.89 1.00
61 3.91 3 1506 1010.88 83.43 62.67 55.49
67 15.55 3 1506 1056.46 185.82 179.54 163.54
138 24.51 3 1506 113.12 15.22 10.20 7.76 2.00
11498 93.96 3 1506 1724.59 118.52 107.40 104.11
1729 19.94 3 1506 912.85 560.06 224.44 147.70
867 15.89 3 1506 2351.76 1670.9 479.01 321.11
158 53.92 3 1506 164.37 12.43 2.79 1.39
14 8.43 3 1503 173.57 3.77 8.93 7.14
96 7.70 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
140 16.06 3 1506 236.66 29.46 15.35 10.02 1.00
133 13.90 3 1506 57.95 5.57 11.02 8.28
466 31.36 3 1506 240.85 138.49 79.49 61.16
- 3 1503 100.97 21.09 20.38 13.95 2.00
1168 45.79 3 1506 383.16 37.99 39.08 29.06
574 13.79 3 1506 123.95 12.97 9.20 7.20
100 67.57 3 1506 59.20 5.75 4.59 5.53
274 11.29 3 1506 461.50 114.90 28.40 45.00
3576 43.91 3 1506 387.78 63.18 62.34 41.37
58 30.37 3 1506 374.67 19.30 13.19 4.14 1.00
140 11.01 3 1506 479.16 46.87 53.48 38.20 1.00
21 9.21 3 1506 1480.51 180.89 101.38 65.29 1.00
16 31.37 3 1503 485.91 17.34 20.35 20.35
14 4.98 3 1506 183.33 20.36 12.42 8.95
21 4.86 3 1503 33.32 4.68 4.34 4.33
249 11.93 3 1506 255.85 55.72 45.86 33.93
374 58.71 3 1506 32.03 12.80 12.91 12.73
135 35.90 3 1506 408.69 79.59 61.04 41.53 1.00
497 4.48 3 1503 2634.66 614.86 393.85 280.25
- 3 1503 4145.9 876.68 723.84 445.51 100.0
235 13.39 3 1506 44730.9 9202.1 5202.4 3692.4 1.00
413 4.85 3 1506 1951.65 269.98 138.09 94.07
- 3 1503 2949.6 558.00 194.10 126.24 100.0
399 7.05 3 1506 2652.14 464.71 163.13 81.32
156 33.19 3 1506 2103.40 23.85 -0.82 -1.13
37 6.75 3 1503 415.15 39.29 7.31 1.00
329 10.61 3 1506 84.91 10.70 9.34 6.06
OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

36

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

Year Equity B.V. Turnover

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

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 Infra.
31.03.15
Supreme Petrochem 30.06.15
Surana Solar
31.03.15
Suryalakshmi Cott. 31.03.15
Suryalata Spinning 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
Symphony
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 Global Bev.
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
Triveni Turbine
31.03.15
TTK Prestige
31.03.15
Tube Investments 31.03.15
TV Today Network 31.03.15
TVS Motor Co.
31.03.15

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
25.70
96.50
24.60
16.67
4.27
16.38
12.73
741.54
2.40
12.42
7.00
662.06
12.00
0.28
69.21
253.33
254.82
18.68
195.87
31.14
63.11
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
33.00
11.64
37.43
29.82
47.51

31.54
55.83
52.86
11.43
38.64
123.53
4.22
85.76
75.53
40.88
268.05
233.89
343.62
20.07
95.37
299.60
39.00
9.73
141.67
340.80
43.94
104.88
170.75
82.91
183.37
43.70
92653.
173.60
14.80
217.87
42.47
258.51
91.02
86.38
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
7.14
553.09
124.38
75.45
34.63

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.) (%) 14.09.15 Ratio
riod (Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

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 6404.90 4539.38 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
2386.39 245.11 177.08 135.32 6.44
2253.84 1704.36 651.20 454.14 40.88 105
1648.98 117.42 55.83 36.90 24.15 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
1516.95 212.66 33.30 17.25 6.71
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
381.02
29.19 19.17 12.65 29.63
1878.21 162.21 148.23 115.46 70.49 100
520.86 147.68 151.55 108.75 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
545.66 162.31 161.74 116.42 33.26
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
7993.39 641.75 499.88 247.82 3.93
1418.60 170.86 132.31 109.13 43.39
262796.33 25850.02 21702.6 13986.3 43.45
33727.57 4126.99 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
793.89 147.82 124.80 106.27 18.61 200
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
625.52 110.75 135.56 91.08 2.76
1388.29 130.23 133.30 92.32 79.31 220
9697.56 1063.52 1003.28 424.36 22.67 100
476.56 101.66 122.88 81.03 13.59
10098.22 453.29 456.16 347.83 7.32

81
30
78
12
10
857
369
345
168
1474
230
132
597
131
116
16
93
109
441
229
22
861
1810
81
120
179
384
91
2552
1999
124
96
347
62
464
242
526
524
139
915
60
96
329
19
1458
155
239
35
106
3951
399
236
232

37.85
3.56
23.01
21.43
2.68
39.10
18.44
26.09
36.06
9.52
31.50
24.34
19.52
31.35
9.30
12.74
3.68
6.26
26.81
20.63
54.42
3.52
20.62
7.43
16.40
14.13
25.18
61.02
31.55
2.21
7.99
100.0
7.78
19.23
28.16
17.25
32.46
14.08
19.51
35.49
0.79
33.00
20.37
23.80
15.09
38.41
49.82
17.60
17.37
31.69

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

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

975.00
35.25
295.22
112.16
273.91
6757.6
43.44
691.09
485.76
631.94
555.15
417.70
50.43
155.24
1278.05
435.51
679.41
23.63
187.14
87.50
463.31
100.98
2627.71
21.53
153.15
133.42
6323.42
228.59
834.98
647.63
491.69
4066.91
396.04
25668.1
231.28
2028.99
319.28
61019.5
9234.6
141.94
30300.3
6293.82
201.47
92.63
1001.19
229.11
118.46
2708.6
703.07
1947.00
3002.97
548.30
879.09
123.74
348.57
2548.3
127.11
2621.23

86.44
7.93
13.45
30.62
16.49
1609.6
-1.81
278.99
416.86
65.73
417.62
33.88
15.37
20.40
68.59
85.23
1.52
19.19
6.60
44.11
22.13
104.95
0.32
18.89
28.92
1039.5
28.75
179.23
101.23
67.69
376.82
51.00
6724.4
45.99
153.21
38.99
5285.6
1601.8
0.84
1427.7
762.14
33.08
6.22
75.26
25.89
9.68
199.90
139.64
850.0
545.02
28.62
114.89
16.63
33.58
270.73
21.82
121.49

28.62
5.41
4.12
16.28
6.65
906.84
-1.65
300.34
102.15
58.46
144.69
16.42
15.15
20.38
212.4
10.75
83.86
0.73
10.60
3.99
36.83
26.29
1034.6
0.64
23.30
28.90
558.73
44.50
171.29
65.65
56.63
275.70
44.75
7460.4
45.48
147.88
28.59
4358.7
632.80
9.64
1250.3
886.37
53.54
1.77
91.94
35.78
13.29
203.61
103.22
859.0
321.24
25.84
72.15
21.12
31.65
240.64
27.56
118.06

20.28
5.39
4.01
14.41
4.77
478.96
-1.65
197.28
68.17
42.29
99.00
11.01
11.14
13.85
140.8
7.03
63.42
0.59
6.93
2.64
29.78
20.24
1047.4
0.42
15.65
22.26
301.98
39.50
134.54
51.64
37.36
153.04
25.40
5684.1
29.83
82.31
26.64
2768.9
241.33
7.09
762.96
676.07
37.75
1.18
61.68
22.80
8.78
151.06
69.34
449.0
173.48
18.77
60.97
14.36
21.96
94.95
17.96
90.27

2.00
2.00

1.00
1.00
5.00
1.00

1.00
2.00

1.00
2.00

2.00
1.00

1.00
1.00
1.00
2.00
1.00

5.00
2.00
2.00

1.00
5.00
2.00
1.00
2.00
5.00
1.00

OCTOBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

37

FUNDAMENTALS : READY REFERENCE

Full Year Results

Company

TVS Srichakra
Tyche Industries
Ucal Fuel Systems
Uco Bank
UFO Moviez
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
Vindhya Telelinks
Visaka Industries
Vishnu Chemicals
V-Mart Retail
Voith Paper (18m)
Voltamp Transform.
Voltas
VRL Logistics
VST Industries
VST Tillers Trac.
Wabco India
Welspun Corp
Welspun India
Wheels India
Wim Plast
Wipro
Wonderla Holidays
Yes Bank
Zee Entertainment
Zen Technologies
Zensar Technolo.
Zicom Electronic
Zuari Agro Chem.
Zuari Global
Zydus Wellness

Year Equity B.V. Turnover

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

31.03.15
7.66 360.69
31.03.15 10.23 42.81
31.03.15 22.11 138.28
31.03.15 1075.59 111.00
31.03.15 25.90 175.01
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 11.84 248.48
31.03.15 15.88 209.16
31.03.15 11.95 81.51
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
8.64 420.07
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 96.04 36.76
31.03.15
7.72 12.77
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.) (%) 14.09.15 Ratio
(Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

1895.99 165.74 139.57 103.79 135.50

63.87
3.73
2.86
1.93 1.89
530.78
49.71 26.48 19.79 8.95
21362.54 4910.22 1581.86 1137.80 10.58
477.00
81.55 68.83 48.82 18.85
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
651.53
88.58 64.92 57.85 48.86
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
551.60
90.81 100.55 69.52 80.46
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
4883.65 1186.38 1403.88 975.48 10.16
78.55
18.63 19.82 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

20
90
60

15
50

100
225

100

90

12

2740 20.22 3 1506 503.57 72.93 69.96 48.97

38 20.11 3 1506 16.16 1.76 1.94 2.07
96 10.73 3 1506 112.06 7.77 2.79 2.36
42 3.97 3 1506 5169.1 1161.5 397.90 256.70
547 29.02 3 1506 130.32 21.16 18.27 13.25
2949 38.56 3 1506 6432.15 899.58 833.15 591.13
50 12.92 3 1503 74.31 6.03 5.67 3.57 5.00
173 6.17 3 1506 9043.17 1488.2 845.78 518.78
21 6.89 3 1506 2896.75 578.25 84.67 52.22
870 88.59 3 1506 1500.14 206.09 187.63 122.81 1.00
347 19.94 3 1506 13.65 2.98 3.45 2.58
502 18.81 3 1506 3063.99 478.95 337.05 274.83 2.00
393 12.34 3 1506 280.87 12.37 11.65 7.31
687 33.88 3 1503 907.73 118.88 101.49 70.50 2.00
26 7.24 3 1506 98.19 8.96 8.90 5.93
937 14.64 3 1506 1652.87 253.14 226.84 145.57
97
- 3 1506 17016.9 2274.5 2064.7 865.94 1.00
- 3 1503 25.80
6.75 4.53
506 25.41 3 1506 558.28 36.31 24.25 15.82
684 23.46 3 1506 168.50 26.61 29.25 19.28
902 38.22 3 1506 499.29 39.61 37.23 25.16
36 7.05 3 1506 3289.05 392.75 246.37 142.59
710 14.53 3 1506 204.63 40.10 30.89 20.20
135 10.09 3 1506 321.46 26.41 22.21 13.62
367 20.02 3 1506 109.56 17.32 10.09 6.39
503 24.25 3 1506 204.66 17.24 17.02 11.19
645 13.24 3 1506 18.88 4.37 6.43 4.20
636 22.66 3 1506 87.11 1.05 7.37 6.43
257 22.12 3 1503 1489.97 134.90 160.60 118.04 1.00
409 38.37 3 1506 447.90 60.92 52.54 35.38
1492 15.13 3 1506 191.44 42.58 47.52 30.92
1395 17.34 3 1506 166.63 29.10 30.98 20.84
7071 111.11 3 1506 385.04 56.18 65.35 47.49 5.00
115 43.89 3 1506 1944.13 83.68 42.44 16.39 5.00
861 16.02 3 1506 1388.45 280.50 248.96 163.15
1190 48.14 3 1506 491.58 26.31 11.02 7.77
1999 31.27 3 1506 86.70 13.32 13.54 9.45
572 16.32 3 1506 12370.6 2402.2 2797.8 2187.7 2.00
275 30.69 3 1506 67.21 35.89 42.95 28.04
732 15.25 3 1506 3797.02 908.27 810.31 551.20
393 38.68 3 1506 1339.86 294.39 360.84 242.30
71 34.80 3 1506 34.77 15.08 14.90 11.78 1.00
845 14.16 3 1506 705.97 98.37 108.59 76.08
124 4.95 3 1506 257.39 26.70 13.07 10.17
152 71.70 3 1503 1538.76 63.76 17.99 11.16
79 8.68 3 1503
0.50 2.55 7.64 5.11
805 28.86 3 1506 104.07 15.08 22.31 19.52

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.

OCTOBER, 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

OCTOBER, 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

OCTOBER, 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

OCTOBER, 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

OCTOBER, 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

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE

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

Company/ Bank Equity

3M India
11
Aban Offshore
11
ABB India
42
Aditya Birla Nuvo
130
Allcargo Logistics
25
Amara Raja Batt.
17
Amrutanjan Health
3
Andhra Bank
590
Andrew Yule
67
Anjani Portland
18
APL Apollo Tubes
23
Arvind
258
Asian Paints
96
Astra Microwave
16
Atlanta
16
AV Thomas and Co. 0.47
Axis Bank
473
Axiscades Engg.
14
Bajaj Finance
50
Bajaj Finserv
80
Balmer Lawrie
29
Bank of Maharasht. 1063
Bharat Forge
47
Bliss GVS Pharma
10
Britannia Ind.
24
Cadila Healthcare
102
Can Fin Homes
20
Canara Bank
461
Carborundum Univ.
19
CARE
29
CCL Products
27
Centum Electronics
13
Century Plyboards
22
Cera Sanitaryware
6
Cholamandalam Inv.
144
City Union Bank
60
CMC
30
Colgate Palmolive
14
Container Corp.
195
Coromandel Intl.
29
Corporation Bank
168
Cyient
56
Dabur India
176
DB Corp
184
DCB Bank
281
Dena Bank
538
Dewan Housing Fin. 129
Eicher Motors
27
Emami
23
Entertainment Net.
48
Eveready Ind.
36
Exide Industries
85
Federal Bank
171
Finolex Cables
31
Firstsource Sol.
665

443
1003
2238
6640
1432
1066
48
4541
99
64
768
2074
3653
148
86
163
10929
84
1477
1904
712
3367
1198
86
2033
2189
216
12228
503
62
241
130
386
209
964
782
638
996
1452
2962
5210
712
2079
555
404
2867
1527
2294
692
117
325
1559
2090
582
751

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
428
994
2204
6545
1516
863
41
3901
91
69
629
1772
3452
183
88
158
9433
82
1070
1392
636
3307
832
60
1793
1872
152
10935
520
54
198
112
306
160
842
705
561
891
1239
2756
4947
578
1905
518
324
2663
1301
1680
585
99
297
1304
1896
563
800

4
1
2
1
-6
24
17
16
9
-7
22
17
6
-19
-2
3
16
2
38
37
12
2
44
43
13
17
42
12
-3
15
22
16
26
31
14
11
14
12
17
7
5
23
9
7
25
8
17
37
18
18
9
20
10
3
-6

23
433
151
939
95
151
9
923
9
14
43
232
516
18
46
12
3315
9
977
1335
28
619
294
23
187
376
200
1797
32
37
39
24
61
25
171
168
82
174
273
200
727
98
321
16
68
320
243
202
36
27
145
397
47
75

6
417
122
814
78
135
7
522
2
5
35
191
474
13
12
8
2615
4
693
985
24
425
153
18
139
246
140
1591
25
32
32
18
27
17
140
135
84
138
239
194
744
95
272
14
46
371
127
171
30
15
111
331
32
74

283
4
24
15
22
12
29
77
350
180
23
21
9
38
283
50
27
125
41
36
17
46
92
28
35
53
43
13
28
16
22
33
126
47
22
24
-2
26
14
3
-2
3
18
14
48
-14
91
18
20
80
31
20
47
1

37
318
165
1043
130
185
11
11
11
34
199
605
21
44
13
12
403
759
58
355
29
227
446
41
64
40
43
29
60
29
179
96
204
452
190
151
381
18
250
316
241
53
27
180
63
79

24
276
121
941
105
158
9
3
1
24
180
557
17
5
9
5
303
587
38
200
19
163
286
30
43
39
33
22
30
20
146
94
167
374
171
107
325
17
199
177
197
44
15
147
44
72

54
15
36
11
24
17
22
288
1232
42
11
9
24
780
44
140
33
29
53
78
56
39
56
37
49
3
30
32
100
45
23
2
22
21
11
41
17
6
26
78
22
21
80
22
42
9

17
130
84
368
72
102
7
202
10
8
18
109
368
13
14
8
1900
6
258
347
26
57
196
18
137
282
26
656
22
26
26
11
41
16
113
103
72
131
301
121
147
101
283
11
43
77
160
154
184
33
15
97
264
38
58

3
80
59
345
57
95
5
46
1
-3
13
102
329
11
3
5
1604
3
194
281
22
16
94
11
101
186
20
409
10
28
17
10
20
11
93
89
71
113
250
94
127
69
243
9
36
68
138
96
151
26
5
78
230
24
48

467
63
42
7
26
7
40
339
900
38
7
12
18
367
60
18
100
33
23
18
256
109
64
36
52
30
60
120
-7
53
10
105
45
22
16
1
16
20
29
16
46
16
22
19
13
16
60
22
27
200
24
15
58
21

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

44

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE

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

Company/ Bank Equity

Gallantt Metal
Garware-Wall Rop.
GE Shipping
Geojit BNP Paribas
Geometric
GHCL
Glaxo SmithkCons.
Godrej Consumer
Godrej Industries
Granules India
Grasim Industries
GSFC
GSS Infotech
Gujarat Fluorochem.
HBL Power Syst.
HCL Tech.
HDFC
HDFC Bank
Hester Biosciences
HIL
Himatsingka Seide
Hindalco Inds.
Hindustan Zinc
HSIL
ICICI Bank
ICRA
IDBI Bank
Idea Cellular
IFB Industries
Igarashi Motors
IIFL Holdings
Indiabulls Housing
Indian Bank
Indraprastha Gas
Indusind Bank
Infinite Computer Sol
Infosys
Ingersoll-Rand
Insecticides (I)
ITC
Jindal Saw
JK Lakshmi Cement
JK Tyre
JM Financial
JSW Energy
Just Dial
Kajaria Ceramics
Kakatiya Cement
Kalyani Steel
Karnataka Bank
Karur Vysya Bank
KEI Industries
Kennametal India
Kirloskar Ferrous In.
Kitex Garments

81
22
151
23
13
100
42
34
34
20
92
80
17
11
25
140
314
483
9
7
49
207
845
13
1159
10
1604
3597
41
31
61
71
465
140
529
40
572
32
13
800
55
59
41
78
1640
70
16
8
22
188
121
15
22
69
5

204
185
878
71
262
582
1012
2236
2297
320
8036
1309
55
1621
322
4248
11942
14931
22
246
465
8603
3853
462
15527
83
7936
8017
330
102
922
1701
4321
944
3048
487
13796
193
149
8943
1777
556
1838
366
2381
154
556
36
297
1365
1512
499
143
336
122

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
173
171
783
53
263
548
869
1982
2007
284
7117
1458
67
858
345
3836
10041
12739
16
200
503
7273
3450
367
14256
74
7150
6613
278
93
687
1487
4112
1039
2624
450
13026
167
191
8727
1710
503
1722
221
2151
120
426
39
297
1166
1404
411
133
316
99

18
8
12
34
6
16
13
14
13
13
-10
-18
89
-7
11
19
17
38
23
-8
18
12
26
9
12
11
21
19
10
34
14
5
-9
16
8
6
16
-22
2
4
11
7
66
11
28
31
-8
17
8
21
8
6
23

13
15
182
21
27
103
93
375
82
41
819
115
2
231
34
1793
2351
4779
5
11
43
707
1880
63
5037
25
1114
1270
13
17
551
1480
795
154
774
60
3689
13
18
3227
176
47
214
252
777
44
73
4
34
183
263
46
7
28
37

7
12
181
12
12
81
77
290
107
38
671
100
2
88
20
1442
2018
3888
3
-2
39
430
1614
36
4439
22
1239
886
11
14
399
1355
632
139
647
39
3259
4
18
3058
112
29
143
128
593
29
55
1
26
169
153
36
4
21
18

86
25
1
75
125
27
21
29
-23
8
22
15
163
70
24
17
23
67
10
64
16
75
13
14
-10
43
18
21
38
9
26
11
20
54
13
225
6
57
62
50
97
31
52
33
300
31
8
72
28
75
33
106

15
16
335
29
42
80
160
387
135
47
1074
172
3
252
31
2105
2379
6
20
34
688
2901
76
28
2655
28
25
193
627
197
77
29
12
4038
163
50
167
142
727
53
82
7
39
20
15
34
40

8
12
269
25
26
59
132
294
111
41
1019
176
1
100
15
1680
2043
5
5
33
669
2238
43
24
1899
17
20
118
538
190
46
22
10
3666
114
53
128
66
492
44
57
4
32
13
2
38
20

88
33
25
16
62
36
21
32
21
15
5
-2
174
152
111
25
16
20
300
3
3
30
77
17
40
65
25
64
17
4
67
32
14
10
43
-6
30
115
48
20
44
80
22
50
650
-11
100

9
10
182
17
16
42
96
264
91
24
334
103
2.41
137
15
1663
2179
2795
3
8
25
359
2379
24
2889
18
103
767
16
13
112
478
278
108
447
48
3250
17
8
2635
62
18
92
87
380
32
46
5
21
107
114
9
6
16
23

4
7
102
16
8
27
80
196
65
22
332
101
0.18
36
3
1298
1935
2326
3
-1
17
334
1723
19
2532
15
104
468
9
13
67
395
265
89
347
24
2875
13
7
2385
50
14
59
44
203
30
29
2
15
107
107
5
-3
12
11

125
43
78
6
100
56
20
35
40
9
1
2
1239
281
400
28
13
20
47
7
38
26
14
20
-1
64
78
67
21
5
21
29
100
13
31
14
10
24
29
56
98
87
7
59
150
40
7
80
33
109

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

45

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE

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

Company/ Bank Equity

Kotak Mahindra Bk
KPR Mill
KSE
L&T
L&T Finance Ho
Lakshmi Vilas Bk
Liberty Shoes
LIC Housing Fin.
Lupin
Mac Charles
Magna Fincorp
Maharashtra Seam
Maithan Alloys
Manali Petro
Marico
Maruti Suzuki
MBL Infra.
MCX
Minda Corporation
Mindtree
Mirza Intl.
MM Forgings
Motherson Sumi
MRF
National Aluminium
NCC
NMDC
NTPC
Oberoi Realty
OCL India
Omkar Speciality
Orient Cement
P I Industries
Page Industries
PC Jeweller
Pennar Industries
Petronet LNG
PI Industries
PNB Gilts
Pokarna
Power Fin. Corp.
Power Grid Corp.
Prestige Estates
Punjab National Bk
PVR
Ramakrishna Forg.
Rane Brake Lining
Rashtriya Chemicals
REC
Reliance Capital
Renaissance Jew.
Repco Home
RS Software
SBI
Shilpi Cable Tech
Shipping Coporation

386
38
3
186
1719
179
17
101
90
13
38
34
15
86
64
151
21
51
21
84
19
12
88
4
1289
111
396
8245
328
11
21
20
14
11
179
60
750
14
180
6
1320
5232
375
362
41
27
8
552
987
244
19
62
13
747
99
466

2994
619
229
23848
1572
635
145
2700
3178
16
617
350
206
182
1452
12576
542
57
536
912
230
126
9149
3353
1906
2653
2946
18858
217
544
71
384
505
383
1822
336
11198
505
123
78
6435
4354
609
12905
420
213
101
1970
5205
2102
516
176
95
43784
860
1089

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
2492
573
203
21732
1276
553
120
2343
3022
15
528
267
192
155
1201
10894
499
61
394
791
173
102
7989
3201
1644
1882
2823
18837
171
417
54
341
363
306
1298
315
9382
363
85
53
5541
3685
430
11922
337
89
93
1408
4377
1883
410
136
94
39068
448
1136

20
8
13
10
23
15
21
15
5
7
17
31
7
17
21
15
9
-7
36
15
33
24
15
5
16
41
4
27
30
31
13
39
25
40
7
19
39
45
47
16
18
42
8
25
139
9
40
19
12
26
29
1
12
92
-4

738
70
17
2211
1121
103
9
486
773
6
364
28
17
21
213
965
57
18
41
161
34
19
595
510
411
209
1895
3406
117
54
15
50
84
73
198
26
262
84
119
19
2149
2439
177
2751
51
30
7
146
1918
944
34
47
23
9294
62
55

585
59
10
2045
914
75
7
423
710
1
340
5
8
11
181
813
51
10
21
134
24
11
576
320
74
145
1867
3629
83
22
8
36
55
56
123
22
248
55
82
8
2048
2114
123
2702
28
6
3
97
1647
833
22
36
18
7618
49
-21

26
19
70
8
23
37
29
15
9
500
7
460
113
91
18
19
12
80
95
20
42
73
3
59
455
44
2
-6
41
145
88
39
53
30
61
18
6
53
45
138
5
15
44
2
82
400
133
51
16
13
55
31
28
22
27
-

96
19
2204
288
7
524
963
8
62
53
18
23
241
1692
36
45
47
208
31
27
761
592
679
106
2473
4440
129
73
12
58
101
74
158
18
299
101
55
16
2154
2848
173
64
30
10
179
1959
298
36
48
26
47
241

76
11
2012
169
7
458
802
3
50
32
8
14
213
1427
34
36
29
136
23
18
727
370
325
58
2410
4803
105
45
7
49
61
56
115
17
294
62
23
7
2056
2432
127
31
6
7
113
1677
226
22
38
22
36
170

26
69
10
70
14
20
167
24
66
125
64
13
19
5
25
61
53
35
50
5
60
109
81
3
-8
23
62
71
18
65
32
37
9
2
63
138
139
5
17
36
106
400
43
58
17
32
64
26
18
31
42

465
42
11
867
182
33
4
344
601
4
44
35
12
15
160
802
22
23
24
141
16
13
254
324
354
26
1593
3074
79
29
7
31
62
45
109
8
162
62
37
15
1542
1229
100
775
32
18
4
94
1380
213
28
31
17
2910
40
31

340
25
7
797
110
7
4
327
476
1
35
21
6
9
135
681
24
22
13
89
11
7
250
180
131
5
1567
2861
68
10
3
23
35
35
80
6
136
35
16
1
1534
1042
81
755
14
1
2
53
1228
166
15
27
13
2234
32
-66

37
68
57
9
65
371
5
26
300
26
67
100
67
19
18
-8
5
85
58
45
86
2
80
170
420
2
7
16
190
133
35
77
29
36
33
19
77
131
1400
1
18
23
3
129
1700
100
77
12
28
87
15
31
30
25
-

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

46

OCTOBER, 2015

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE

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

Company/ Bank Equity

Shriram City Union F.
66
Shriram Transport
227
Sintex Industries
37
SJVN
4137
Skipper
10
SKM Egg
26
SKS Microfinance
126
Solar Ind.
18
Sonata Software
11
Srikalahasti Pipes
40
Star Ferro
22
State Bank of B&J
70
State Bank of India
747
State Bank of Myso
48
State Bank of Trav
59
Sterlite Technologies
79
Subros
12
Sumeet Ind.
58
Sun TV
197
Sundaram Finance
111
Sundram Fasteners
21
Surana Solar
25
Suryalakshmi Cott.
17
Symphony
7
Tata Chemicals
255
Tata Elxsi
31
Tata Metaliks
25
TCS
196
Technofab Eng.
10
Thermax
24
Titan Co.
89
Torrent Pharma
85
Tourism Finance
81
Transport Corp.
15
TTK Prestige
12
Tube Investments
37
TV Today Network
30
TVS Motor
48
TVS Srichakra
8
Ucal Fuel Systems
22
Ultratech Cement
274
Umang Diaries
11
V2 Retail
22
Venkys (India)
9
Vijaya Bank
859
Vindhya Telelinks
12
Vishnu Chemicals
12
Voltamp Transform
10
Wabco India
9
Welspun India
100
Whirlpool of India
127
Wipro
494
Wonderla Holidays
57
Yes Bank
417
Zensar Tech.
44

896
2346
1833
544
323
74
184
320
467
308
361
2477
43784
1888
2627
895
281
370
552
574
589
38
178
156
4820
221
248
24501
114
1147
2923
1168
45
555
384
2469
132
2653
489
142
5947
70
79
450
3303
160
102
129
318
1346
721
12085
47
3508
720

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
796
2197
1388
387
230
64
133
284
387
257
335
2289
39068
1730
2602
680
278
386
508
572
476
30
153
119
4580
200
296
21294
83
1014
2676
1015
43
515
369
2228
111
2058
418
121
5170
55
70
455
2875
130
81
109
260
1103
673
11327
41
2902
594

13
7
32
41
40
16
38
13
21
20
8
8
12
9
1
32
1
-4
9
24
27
16
31
5
11
-16
15
37
13
9
15
5
8
4
11
19
29
17
17
15
27
13
-1
15
23
26
18
22
22
7
7
15
21
21

542
1689
232
241
42
8
97
53
44
43
64
488
9294
278
348
73
14
21
303
443
51
4
15
52
472
43
29
6586
8
116
253
186
20
30
41
275
36
123
43
12
728
4
10
36
351
20
18
3
35
248
36
2403
17
863
96

518
1585
185
208
21
3
73
47
29
26
51
411
7618
247
300
25
10
19
266
448
44
2
8
35
380
34
28
6337
4
76
230
194
19
27
42
218
29
91
25
9
573
2
6
6
168
12
13
1
27
190
21
2342
15
615
77

5
7
25
16
100
167
33
13
52
65
25
19
22
13
16
192
40
11
14
-1
16
100
84
49
24
26
4
4
100
53
10
-4
5
11
-2
26
24
35
72
33
27
100
67
500
109
67
38
200
30
31
71
3
13
40
25

230
495
248
485
31
14
42
54
50
38
99
51
20
17
449
186
58
4
15
52
492
50
24
7674
5
137
266
255
21
34
46
275
48
161
43
13
894
5
10
34
14
12
8
52
273
64
3191
23
112

210
471
196
363
10
3
22
49
32
17
70
32
21
14
384
177
58
2
9
35
255
42
7
7363
2
112
244
209
20
30
46
230
37
126
18
6
829
3
6
16
10
9
8
39
218
45
2944
19
79

10
5
27
34
198
367
91
10
56
124
41
59
-5
21
17
5
71
74
48
93
19
243
4
88
22
9
22
3
13
20
30
28
139
117
8
67
67
118
40
34
33
25
42
8
21
42

143
321
162
271
17
8
41
35
36
21
28
163
2910
96
74
23
4
10
214
111
30
2
5
36
238
28
16
5328
2
76
191
167
16
17
28
87
26
90
26
5
400
3
5
20
37
10
6
5
28
144
32
2193
13
540
70

129
325
85
211
4
1
21
29
22
9
22
152
2234
85
15
5
2
6
186
104
29
1
2
25
-16
22
3
5333
1
67
166
158
15
14
29
77
21
69
11
2
395
1
3
10
11
7
4
5
20
109
21
2015
12
416
51

11
-1
91
28
325
700
95
21
64
133
27
7
30
13
393
360
100
67
15
7
3
100
209
44
27
433
100
13
15
6
7
21
-3
13
24
30
136
150
1
200
67
100
236
43
50
40
32
52
9
8
30
37

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

47

OCTOBER, 2015

To know your stock before & after investing read.....

SUBSCRIBE

KOMPELLA PORTFOLIO

INVESTMENT ADVICE
(Monthly Magazine)

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48

REGISTERED OFFICE:
Plot. No A-31, Kompella House,
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Ph.No.23547687/23547758,
www.investmentadvice.in
E-mail: kompella@investmentadvice.in

TECHNICAL ANALYSIS

GMR INFRASTRUCTURE : RECOVERING SLOWLY

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16
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15
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14
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13
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12
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11
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10
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J
J
A
S
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GVK POWER : MOVING IN A NARROW RANGE

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11
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10
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9
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8
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7
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6
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J
J
A
S
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

49

OCTOBER, 2015

INDEX : BSE SENSEX & NSE NIFTY

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

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30500
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NSE Nifty (Daily Closing): at 7,948.90 on 30th September, 2015

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

OCTOBER, 2015

50

SPECIAL REPORT

AMARA RAJA BATTERIES : MAINTAINING HIGH GROWTH RATE

Amara Raja Batteries Ltd., Indias leading Industrial and Automotive

MR JAYADEV GALLA, VICE-CHAIRMAN & MD

Battery major has reported encouraging working results for the first quarter
ended 30th June, 2015. For the quarter its Total Income has increased by 11%
from Rs.1,029crs to Rs.1,145crs while the Operating Profit has increased by
21% from Rs.145crs to Rs.175crs and Net Profit by 15% from Rs.106crs to
Rs.122crs. The EPS for the quarter is Rs.7/-. Commenting on the Q1
performance, Mr. Jayadev Galla, Vice Chairman & Managing Director, said,
We are delighted to report the highest revenue and profit for a quarter. We have
completed the auto batteries expansion at the appropriate time when the demand
from OEMs and aftermarket are beginning to gain traction. Production capacities
for industrial and automotive sectors are adequately available and the company
is moving towards becoming market leader in all the sectors. We are also gearing
up to explore and grab emerging opportunities in various sectors of the economy
relating to energy storage solutions For the year it has reported an Operating
Profit of Rs.594crs and Net Profit of Rs.411crs on a Total Income of Rs.4,230crs.
The EPS for the year is Rs.24/-. The company has strong fundamentals. Its Paidup Capital is small at Rs.17crs with a high Networth of Rs.1,700crs. Its Return on
Networth is high at 7% for the quarter and 24% for the year. Technically the scrip
is moving around Rs.985/- with a P/E Ratio of 34 and Book Value of Rs.100/-.

Automotive Battery Business

The Companys Automotive Battery business continued to
maintain the growth trend in all verticals of the business. The
four wheeler batteries volume grew phenomenally backed
by improved sales in aftermarket segment in both preferred
brands Amaron and PowerZoneTM. The impressive volume
growth in two wheeler batteries in both Amaron and
PowerZoneTM brands further added significantly to the
performance of the business unit. During the quarter, OEM
production in four wheeler grew, thereby, aiding higher sale
of batteries in the OEM sector. The growth in aftermarket and
OEM beyond the industry growth helped it in gaining market
share in both four and two wheeler segments. The trading in
tubular batteries continued and sustained the momentum during
the quarter, though the erratic summer season impacted it
marginally. The company saw its expanded capacity in four
wheeler batteries coming on stream during the quarter.
Industrial Battery Business
The Companys Industrial Battery business registered double
digit volume growth over Q1 of previous financial year, in
challenging & competitive market conditions. The growth in
demand from telecom sector is primarily driven by data growth
and the drive for energy optimization by Tower Companies.
The demand for UPS batteries is moderate. Increased Imports
due to countrys Preferential Free Trade Agreements with
ASEAN are a concern since the raw materials continue to
attract higher import duty.
Amidst these challenges, the industrial battery business
improved the overall performance by virtue of its preferred
supplier status with all major customers, efficient after sales
service, customer relationship management, optimal product
mix and consistent product performance of its flagship brands
PowerStack, Quanta and QRS Series batteries. The
Company has progressively started providing total solutions
to customers enabling it to forge strategic alliances.
Commenting on the Q1 performance, Mr. S V Raghavendra,
CFO, said, The operating cash flow generation remained
strong driven by improved profitability in various segments.
The Company continues to have sequential quarterly growth
and healthy liquidity position. The major projects of two wheeler
expansion, inverter tubular batteries unit, LVRLA expansion
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)
17.08
1682.49
1699.57
7.18
99.51
1.00
1144.97
175.18
211.74
32.84
178.90
56.81
122.09
7.15

30.06.14
(3 M)
17.08
1345.62
1362.70
7.78
79.78
1.00
1029.03
144.57
181.39
30.96
150.43
44.47
105.96
6.20

% CH

984.60
34.43
10.66
15.30

10.30
14.05

3.50
8.90

25.03
24.72
-7.71
24.73
11.27
21.17
16.73
6.07
18.93
27.75
15.22
15.32

31.03.15
(12 M)
17.08
1682.49
1699.57
24.17
99.51
1.00
4230.07
593.82
743.85
133.99
609.86
199.00
410.86
24.06
3.61

31.03.14
(12 M)
17.08
1345.62
1362.70
26.96
79.78
1.00
3451.75
510.85
601.24
64.57
536.67
169.23
367.44
21.51

9.71
14.04

10.65
14.80

%CH
25.03
24.72
-10.35
24.73
22.55
16.24
23.72
107.51
13.64
17.59
11.82
11.85

-8.83
-5.14

are progressing as envisaged. Raw material prices are moving favorably

and the company is pursuing cost improvement projects aggressively. All
the efforts should lead to improved profitability in due course of time.
Company background
Amara Raja Batteries Limited, a company with 26% equity each from
Galla Family and Johnson Controls Inc, USA, is the technology leader and
is one of the largest manufacturers of lead acid batteries for both industrial
and automotive applications in the Indian storage battery industry.
In India, Amara Raja is the preferred supplier to major telecom service
providers, Telecom equipment manufacturers, UPS sector (OEM &
Replacement), Indian Railways and to Power, Oil & Gas among other
industry segments. The industrial battery brands of Amara Raja are
PowerStack, AmaronVoltTM and Quanta. Amara Raja is a leading
manufacturer of automotive batteries under the brands - Amaron and
PowerzoneTM, which are distributed through a large pan-India sales &
service retail network.
The Company supplies automotive batteries under OE relationships to
Ashok Leyland, Ford India, Honda, Hyundai, Mahindra & Mahindra, Maruti
Suzuki, and Tata Motors. The Companys Industrial and Automotive batteries
are exported to countries in Indian Ocean Rim.
J

51

OCTOBER, 2015

SPECIAL REPORT

HDFC : HIGH GROWTH RATE WITH HEALTHY ASSET QUALITY

Housing Development and Finance Corporation Ltd., has reported encouraging work-

ing results for the first quarter ended 30th June, 2015. For the quarter its Total Income has
increased by 14% from Rs.10,039crs to Rs.11,436crs while the Gross Profit has increased by
16% from Rs.2,137crs to Rs.2,472crs and Net Profit by 18% from Rs.1,873crs to Rs.2,204crs.
The EPS for the quarter is Rs.14/-. For the year it has reported an Gross Profit of Rs.10,163crs
and Net Profit of Rs.8,763crs on a Total Income of Rs.48,316crs. The EPS for the year is Rs.56/
-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.315crs with a high
Networth of Rs.45,072crs. Its Return on Networth is at 5% for the quarter and 19% for the year.
Technically the scrip is moving around Rs.1180/- with a P/E Ratio of 21 and B V of Rs.286/-.
(Consolidated)
FH (in crs)

MR KEKI M MISTRY,
VICE-CHAIRMAN & CEO
Performance Highlights
Standalone profit after tax at Rs. 1,361 crore for the quarter
ended June 30, 2015
Standalone Net Interest Margin for the quarter ended June
30, 2015 at 3.8%, spread on loans at 2.31%
23% growth in the individual loan book (after adding back
the loans sold in the preceding 12 months)
Gross non-performing loans at 0.69% of the loan portfolio
as at June 30, 2015 compared to 0.70% in the corresponding
quarter of the previous year
Consolidated profit after tax at Rs. 2,204 crore for the quarter
ended June 30, 2015
STANDALONE FINANCIAL RESULTS
The Corporation holds 21.6% of the equity share capital of
HDFC Bank. HDFC Bank declared a dividend of Rs. 8 per
share for FY 2015.
Consequently, the income from dividend from HDFC Bank of
Rs. 315 crore would be booked in the second quarter of the
financial year. In the previous year, dividend from HDFC Bank
amounting to Rs. 269 crore was received in the first quarter.
Hence the quarter financials are not comparable.
For the quarter ended June 30, 2015, the profit after tax
stood at Rs. 1,361 crore as compared to Rs. 1,345 crore in
the previous year.
TOTAL ASSETS
As at June 30, 2015, the total assets of HDFC stood at Rs.
2,57,739 crore as against Rs. 2,30,053 crore as at June 30,
2014 an increase of 12%.
LENDING OPERATIONS
As at June 30, 2015, the loan book stood at Rs. 2,31,224
crore as against Rs. 2,03,384 crore as at June 30, 2014.
Loans sold in the preceding twelve months amounted to Rs.
10,949 crore. After adding back the loans sold in the preceding
12 months, the growth in the individual loan portfolio is 23%.
The growth in the non-individual loan portfolio stood at 10%.
The growth in the total loan book after adding back the loans
sold in the preceding 12 months is 19%.
Of the total loan book, individual loans comprise 72%. The
average size of the individual loans stood at Rs. 23.4 lac.
As at June 30, 2015, the total loans outstanding in respect of
loans sold/assigned stood at Rs. 27,764 crore. HDFC
continues to service these loans and is entitled to the residual
interest on the loans sold. The residual interest on the
individual loans sold is 1.24% p.a. and is being accounted
over the life of the loans and not on an upfront basis.
Non-Performing Loans

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

30.06.15
(3M)
315.20
44756.69
45071.89
4.89
285.99
2.00
11436.20
2471.82
18.24
2453.58
714.44
2204.29
13.99

30.06.14
(3 M)
313.39
37262.51
37575.90
4.98
239.80
2.00
10039.40
2136.94
-4.46
2141.40
657.32
1872.90
11.95

% CH

1181.85
21.12
19.27
21.61

18.66
21.29

3.27
1.50

0.58
20.11
19.95
-1.81
19.26
13.91
15.67
14.58
8.69
17.69
17.07

31.03.15
(12 M)
314.94
44756.69
45071.63
19.44
286.22
2.00
48315.69
10163.25
46.63
10116.62
3165.70
8762.62
55.65
15.00

31.03.14
(12 M)
312.10
37262.51
37574.61
21.15
240.79
2.00
40753.17
8892.70
46.85
8845.85
2358.34
7947.82
50.93

18.14
21.04

19.50
21.82

%CH
0.91
20.11
19.95
-8.09
18.87
18.56
14.29
-0.47
14.37
34.23
10.25
9.27

-6.97
-3.57

Gross non-performing loans as at June 30, 2015 amounted to Rs. 1,609

crore. This is equivalent to 0.69% of the loan portfolio (previous year
0.70%). The non-performing loans of the individual portfolio stood at
0.54% while that of the non-individual portfolio stood at 1.04%.
As per NHB norms, the Corporation is required to carry a total provision
of Rs. 1,742 crore.
The balance in the provision for contingencies account as at June 30,
2015 stood at Rs. 2,082 crore of which Rs. 499 crore is on account of
non-performing loans and the balance Rs. 1,583 crore is in respect of
general provisioning on standard loans and other provisions. This balance
in the provision for contingencies is equivalent to 0.89% of the portfolio.
Thus the Corporation carries an additional provision of Rs. 340 crore
over the regulatory requirements.
Spread and Net Interest Margin
The spread on loans over the cost of borrowings for the quarter ended
June 30, 2015 stood at 2.31% compared to 2.29% in the corresponding
quarter previous year. Net Interest Margin for the quarter ended June 30,
2015 was 3.8%.
INVESTMENTS
As at June 30, 2015, the unrealised gains on HDFCs listed investments
amounted to Rs. 57,958 crore (previous year Rs. 43,431 crore). This
excludes the appreciation in the value of unlisted investments.
CAPITAL ADEQUACY RATIO
The Corporations capital adequacy ratio (CAR) after reducing the
investment in HDFC Bank from Tier I capital stood at 15.8%. Of this, Tier
I capital was 12.4% and Tier II capital was 3.4%. Deferred Tax Liability on
Special Reserve has been considered as a deduction in the computation
of Tier I and Tier II capital.
The CAR without reducing the investment in HDFC Bank from Tier I capital,
while treating it as a 100% risk weight stood at 18.2%. Of this, Tier I
capital was 14.9% and Tier II capital 3.3%. As per the regulatory norms,
the minimum requirement for the capital adequacy ratio and Tier I capital
is 12% and 6% respectively.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

52

OCTOBER, 2015

SPECIAL REPORT

JET AIRWAYS : FINE START

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

MR NARESH GOYAL, CHAIRMAN

Group Q1 (FY16) highlights :
Profit of Rs.226.4 crores in Q1 FY16 compared to loss of
Rs.258 crores in Q1 FY15
Total revenue up by Rs.561 crores or 11% to Rs.5,658 crores
in Q1 FY16 from Rs.5,097 crores in Q1 FY15
Passengers carried increased by 21.3% to 6.29 million
passengers in Q1 FY16 from 5.19 million in Q1 FY15
Codeshare traffic surges by 51 % with 487,921 passengers
carried in Q1 FY16 underpinned by partnership with Etihad
Airways and partner airlines
Average aircraft utilisation grows by 11.5 % to 12.7 hours in
Q1 FY16 compared to 11.4 hours in Q1 FY15. Amongst the
highest utilisation for 737s in the world.
Compared to the same quarter of the previous financial year,
Jet Airways financial performance improved by Rs.484.4
crores or 187.8%. The net profit before taxes is Rs.226.4
crores compared to a net loss of Rs.258 crores for the same
period last year.
The airlines total revenue (combined) for the first quarter
FY16 increased by 11% to Rs.5,658 crores from Rs.5,097
crores. Passenger revenues for Q1 FY16 rose by 10.4 % to
Rs.4,707 crores from Rs.4,262 crores.
The combined passenger load factor in Q1 of FY16 increased
by 2.2 percentage points to 82.4%, compared to 80.2% in Q1
of FY15. This improvement is largely attributable to the
optimized network which ensures tighter domestic and
international network integration.
Other contributing factors include synergies with partner
carriers, the implementation of a consistent, full service, single
brand strategy across the entire domestic airline operation
and an increased focus on premium traffic.
Jets domestic capacity grew by 13.3% and passenger traffic
increased by 25.4%, significantly exceeding local industry
growth.
Mr Cramer Ball, CEO, said: Despite the increasingly competitive
domestic landscape driven by aggressive new market
entrants, our market share in India went up by 1.1 percentage
points to 21.9 %. This means that one in every five domestic
passengers flew on Jet Airways. Our customers have
embraced the changes we have made. This is a strong

FH (in crs)
Capital
R&S
F.V.
T.I.
O.P.
G.P.
Dep.
PBT
Tax
PAT
EPS (Rs.)
MP (Rs.)
P/E Ratio

30.06.15
(3M)
113.60
-4519.25
10.00
5220.11
162.41
410.12
188.42
221.70
221.70
19.52
331.35
4.24

30.06.14
(3 M)
113.60
-2656.74
10.00
4685.64
-117.48
-31.33
186.32
-217.65
-217.65
-

% CH
11.41
1.13
-

31.03.15
(12 M)
113.60
-4519.25
10.00
19573.43
-878.45
-1051.21
762.50
-1813.71
-1813.71
-

31.03.14
(12 M)
113.60
-2656.74
10.00
17301.89
-2360.40
-2792.22
875.75
-3667.97
-0.12
-3667.85
-

%CH
13.13
-12.93
-

endorsement of our single brand full service product complemented by

the Guest First approach to service and hospitality, and validates our
considerable investment in product enhancements in the air and on the
ground.
Jet Airways also recorded 12.4% growth in international passenger traffic
during the first quarter. Further augmenting its global connectivity, the
airline added three new codeshare partners airberlin, Air Seychelles
and Bangkok Airways taking the total number of codeshare partners to
21. The quarter witnessed a significant 51% growth in overall codeshare
traffic while at the same time the codeshare traffic by strategic partner
Etihad Airways and its partner airlines grew by 181%. A record number
of passengers took advantage of the choice and convenient connections
offered by the combined network.
Mr Ball concluded: The competitive and structural challenges in the Indian
aviation market continue to put pressure on our yields and costs. In
addressing these, we continue to focus on leveraging the commercial
and operational synergies through our partnership with Etihad Airways.
By virtue of Jet Airways equity relationship with Etihad Airways and its
partner airlines, significant savings and synergies are achieved through
joint maintenance and ground handling facilities, cabin crew training and
common procurement of aircraft, fuel, and insurance.
Company background
Jet Airways currently operates a fleet of 116 aircraft, which include a
mix of Boeing 777-300 ERs/Airbus A330-200/300 aircraft, Next Generation
Boeing 737s and ATR 72-500/600s. Flights to 73 destinations span the
length and breadth of India and beyond, including Abu Dhabi, Bahrain,
Bangkok, Brussels, Colombo, Dammam, Dhaka, Doha, Dubai, Ho Chi Minh
City, Hong Kong, Jeddah, Kathmandu, Kuwait, London (Heathrow), Muscat,
New York (Newark), Paris, Riyadh, Sharjah, Singapore and Toronto.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

53

OCTOBER, 2015

SPECIAL REPORT

WITHOUT SUBSIDY BURDEN OIL

INDIA MIGHT DO WELL

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

MR U P SINGH, CMD
Physical Performance
During the first quarter of FY16, OILs crude
oil production target was 877 TMT. Actual
production during this period was 842 TMT
which is 96.05 % of the target.
In the Natural Gas front, the first quarter
production target was 689 MMSCM. Actual
production was 642 MMSCM which is
93.04% of the target.
Crude oil sales Q1 FY16 target was 866
MMT and actual sales was 845 TMT which
is 97% of the target. Sale of Natural Gas
target for Q1 FY16 was 567 MMSCM and
actual sales was 502 MMSCM which is
88.48% of the target.
Financial Highlights
Due to sharp fall in the international price of
crude oil, the gross average crude oil price
was lower by 42.92% to US$ 61.85/bbl in
Q1 FY16 as compared to US$ 108.35/bbl in
Q1 last year.
However, on account of lower subsidy
burden due to deregulation of HSD & MS
price and implementation of DBTL, the
average net crude oil price realisation was
9.68% higher at US$ 57.42/bbl in Q1 FY16
as compared to US$ 52.35/bbl in Q1 last
year.
Further, depreciation of Indian Rupee against
USD also helped in higher net realisation in
Rupee terms. The Net Realisation in Rupee
terms has increased by 16.42% to
Rs.3,644.45/ bbl as compared to
Rs.3,130.53/bbl. The average Rupee
depreciated by 6.14% to Rs.63.47 in Q1
FY16 from Rs.59.80 in Q1 FY15.
Subsidy payout to the OMCs was Rs. 167.43
crore in Q1 FY16 as compared to Rs.
1846.55 crore in Q1 FY15 . The subsidy
has affected the PAT by Rs. 88.33 crore.
PAT is higher by 40% to Rs. 775.42 crore in
Q1 FY16 as compared to Rs 551.72 in Q4
FY15 despite there was NIL subsidy in Q4
FY15. However, PAT in Q1 FY16 is lower
by 8.97% as compared to Q1 FY15 due to
higher write off of dry wells and provisions
of MWP.

Other Highlights - NELP Blocks,

Overseas, Renewables
1. In Mizoram Block (NELP-VI) drilling of first
well is in progress. The well has been drilled
down to 4012 m against target depth of 4500
m.
2. In KG Basin Block (NELP-VI), gas
discovery has been made in first well.
3. In Rajasthan NELP-VI block, one
exploratory well Panna-1 was drilled to
target depth of 1370m. Testing of identified
zones in the well is in progress. In Rajasthan
NELP-VII block, first exploratory well
Saraswati-1 was spud on 12th June 2015.
The well has been drilled down to depth of
910m as against target depth of 2000m.
4. In Gulf of Mannar (NELP-VII), one location
has been firmed up for drilling. Preparation
for drilling is currently in progress.
5. In Gabon overseas Block, where OIL is
the operator, a discovery was made in the
third well that was drilled, which is the first
discovery of OIL in an overseas venture as
an operator. Oil was also discovered in the
1st appraisal well. The Consortium of OIL &
IOCL in Q1 of 2015-16 has acquired nearly
273 GLKM (22%) of 2D seismic data.
6. In Myanmar overseas two (2) offshore
blocks, M-4 and YEB, where OIL is the
operator with 60% PI, the consortium
includes OilMax (10%PI), Mercator (25%PI),
and Oil Star (5% carried Interest). Currently,
the Consortium has commenced the
Environmental Impact Assessment (EIA),
Social Impact Assessment (SIA) and
Environmental Management Plan (EMP) study
as part of the preparation period in both the
blocks.
7. In Venezuela, in the Carababo Basin
asset, accelerated early production from first
development well started since 27th Dec
2012. Current production is around 16000
Bopd and it is expected to reach 30000 Bopd
by the end of 2015 and 90000 Bopd by the
end of 2017. OIL has 3.5% stake in this
asset.
8. In USA, current production (Net to OIL)
from the liquid rich Shale asset in Niobrara
Shale Play stands around 550-650 Boepd.

KOMPELLA PORTFOLIO INVESTMENT ADVICE

9. In Mozambique, OIL and ONGC Videsh

jointly acquired 10% participating Interest
(OVL 6% & OIL 4%) in offshore Area 1
Block. Decree Law supporting development
of the LNG hub is ratified by the parliament
of Mozambique. Area 1 Operator and
concessionaires are working towards
meeting important project development
milestones with target to achieve first LNG
cargo delivery by Q1 2020.
10. Company acquired 50% in License 61,
Tomsk region, Russia, from M/s PetroNeft
Resource (PR) in 2014. PR remains the
operator of the license. The current
production from the license is around 2200
Bopd. The development activities in the block
are currently going on in full swing. The
peak production from the license is expected
to go above 20000 Bopd by the end of 2020.
11. In Bangladesh the Consortium of ONGC
Videsh Limited, Oil India Limited and the
Bangladesh Petroleum Exploration and
Production Company Limited signed the
Production Sharing Contracts for blocks SS04 and SS-09 in February, 2014. The blocks
are located in shallow waters in offshore
Bangladesh. Currently, operator is making
necessary arrangements to commence
seismic acquisition in both blocks.
12. Keeping its strategic intent of
progressively diversifying into the
Renewable Energy domain, OIL
successfully commissioned its third Wind
Energy Power Project (WEPP) on 31st March
2015, a 54 MW project split between the
states of Madhya Pradesh (38 MW) and
Gujarat (16 MW). Further, to consolidate its
presence in the Solar Energy domain, a 9
MW Solar Energy Power Project (SEPP) is
presently being pursued in addition to the 5
MW Solar Energy Power Project already
operational since Jan 2014.
OILs present combined installed capacity
today, in the Wind (121.6 MW) and Solar (5
MW) domains stand at 126.6 MW.
The combined generation from the
operational Renewable Energy projects for
the year 2014-15 was 130.50 Million Units.
J

54

OCTOBER, 2015

SPECIAL REPORT

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.)
227.50
P/E Ratio
8.91
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.230/- with a low P/E Ratio of
9 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,

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

55

OCTOBER, 2015

SPECIAL REPORT

TATA MOTORS : LOWER OIL & COMMODITY PRICES MAY IMPROVE ITS PERFORMANCE
Tata Motors Ltd. has reported encouraging working results
for the first quarter ended 30th June, 2015. For the quarter it has reported an Operating Profit of Rs.5,286crs and Net Profit of Rs.2,769crs
on a Total Income of Rs.61,020crs. The EPS for the quarter is Rs.8/-.
For the year it has reported an Operating Profit of Rs.25,850crs and Net
Profit of Rs.13,986crs on a Total Income of Rs.2,62,796crs. The EPS
for the year is Rs.43/-. The company has strong fundamentals. Its Paidup Capital is small at Rs.679crs with a high Networth of Rs.56,274crs.
Its Return on Networth is at 5% for the quarter & 25% for the year.
Technically the scrip is moving around Rs.300/- with a P/E Ratio of 9
and Book Value of Rs.166/-.
(Consolidated)
FH (in crs)

MR CYRUS P MISTRY, CHAIRMAN

Consolidated Financial Results for the Quarter ended
June 30, 2015
Tata Motors reported consolidated revenues (net of excise)
of Rs.61,020 crores for the quarter, as against Rs.64,683
crores for the corresponding quarter of the previous year,
due to lower sales and weaker geographic mix at Jaguar
Land Rover (JLR), partially offset by strong revenue growth
in standalone business on the back of continued M&HCV
growth. The Consolidated Profit before tax for the quarter
was Rs.4,359 crores, as compared to Rs.7,528 crores for
the corresponding quarter of the previous year and the
Consolidated Profit after tax (post minority interest and share
of profit / (loss) of associates (net)) for the quarter was
Rs.2,769 crores as compared to Rs.5,398 crores for the
corresponding quarter of the previous year.
Stand-alone Financial Results for the Quarter ended
June 30, 2015
Fleet replacement demand mainly in the high tonnage segment,
continued to support the Company sales growth of 20.7% Yo-Y in the domestic MHICV segment in the quarter. However,
the domestic LCV segments (mainly the SCV) continued to
remain weak, witnessing a de-growth of 19.0% Y-o-Y, due
to the tough financing environment and lack of last mile load
availability. Exports of the commercial vehicles saw strong
growth of 38.0% Y-o-Y in the quarter. As a result, the overall
CV sales were almost flat in the quarter. New launches in the
Prima LX, Ultra range and SCV range as well as other product
enhancements provides a strong foundation for the future
growth. In this quarter Tata Motors celebrated the tenth
anniversary of Tata Ace that had created a new Small
Commercial Vehicle (SCV) category when launched and has
surpassed the 1.5 million sales mark in these ten years.
In Passenger vehicles, Zest, Bolt and newly launched GenX
Nano, supported the sales growth in the quarter. The domestic
passenger vehicles segment of the Company grew 27.4% Yo-Y in the quarter with car segment growth of 42.2% Y-o-Y
in the quarter. Company expects to continue its volume growth
with full year of Zest, Bolt, new GenX Nano and other new
and exciting products that will be launched in the coming time
period under the Companys Horizonext strategy.
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)
679.18
55595.27
56274.45
4.92
165.71
2.00
61019.52
5285.55
8181.95
3823.21
4358.74
1570.27
2768.91
8.15
303.40
9.31
4.54
8.66

30.06.14
(3 M)
643.78
64936.80
65580.58
8.23
203.74
2.00
64682.83
8166.69
10508.02
2979.57
7528.45
2115.05
5398.21
16.77

8.35
12.63

% CH
5.50
-14.39
-14.19
-40.22
-18.67
-5.66
-35.28
-22.14
28.31
-42.10
-25.76
-48.71
-51.40

-45.63
-31.43

31.03.15 31.03.14
(12 M)
(12 M)
643.78
643.78
55595.27 64936.80
56239.05 65580.58
24.87
21.33
174.72
203.74
2.00
2.00
262796.33 232833.66
25850.02 23775.20
35091.19 29947.13
13388.63 11078.16
21702.56 18868.97
7642.91
4764.79
13986.29 13991.02
43.45
43.47

5.32
9.84

6.01
10.21

%CH
-14.39
-14.24
16.60
-14.24
12.87
8.73
17.18
20.86
15.02
60.40
-0.03
-0.05

-11.48
-3.62

The sales (including exports) of commercial and passenger vehicles for

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

56

OCTOBER, 2015

SPECIAL REPORT

Evoque sales were lower due to the ramp up of localized production

in China and softer market conditions there. Jaguar sales volumes
were down as the sales of XF and XJ fell ahead of the all new
lightweight XF and the refreshed XJ 16MY, on sale in autumn this
year, partially offset by the successful introduction of the new
Jaguar XE.
Profit before and after tax stood at GBP 638 million and GBP 492
million, respectively (GBP 924 million and GBP 693 million, respectively
in the corresponding quarter last year).
Tata Daewoo - (figures as per Korean GAAP)
Tata Daewoo Commercial Vehicles Co. Ltd. registered net revenues
of KRW 193 billion and recorded a Net profit of KRW 12 billion for
the quarter ended June 30, 2015, as compared to KRW 222 billion
and KRW 4 billion, respectively, in the corresponding quarter last
year.
Tata Motors Finance
Tata Motors Finance Ltd, the Companys captive financing subsidiary,
on a consolidated basis, registered net revenue from operations of
Rs.890 crores and reported a Profit after tax of Rs.91 crores for
the quarter ended June 30, 2015.
Company background
Tata Motors Ltd is Indias largest automobile company, with
consolidated revenues of Rs.2,62,796 crs (USD 42.04 billion) in
2014-15. It is the leader in commercial vehicles in each segment,
and among the top in passenger vehicles with winning products in
the compact, midsize car and utility vehicle segments. Established
in 1945, Tata Motors presence cuts across the length and breadth
of India. Over 8 million Tata vehicles ply on Indian roads, since the
first rolled out in 1954. The companys manufacturing base in India
is spread across Jamshedpur (Jharkhand), Pune (Maharashtra),
Lucknow (Uttar Pradesh), Pantnagar (Uttarakhand), Sanand
(Gujarat) and Dharwad (Karnataka). Following a strategic alliance
with Fiat in 2005, it has set up an industrial joint venture with Fiat

Group Automobiles at Ranjangaon (Maharashtra) to produce both

Fiat and Tata cars and Fiat powertrains. The companys dealership,
sales, services and spare parts network comprises over 6,600
touch points, across the world. Tata Motors, also listed in the New
York Stock Exchange (September 2004), has emerged as an
international automobile company. Through subsidiaries and
associate companies, Tata Motors has operations in the UK, South
Korea, Thailand, South Africa and Indonesia. Among them is Jaguar
Land Rover, acquired in 2008. In 2004, it acquired the Daewoo
Commercial Vehicles Company, South Koreas second largest truck
maker. The rechristened Tata Daewoo Commercial Vehicles
Company has launched several new products in the Korean market,
while also exporting these products to several international markets.
Today two-thirds of heavy commercial vehicle exports out of South
Korea are from Tata Daewoo. In 2006, Tata Motors formed a 51:49
joint venture with the Brazil-based, Marcopolo, a global leader in
body-building for buses and coaches to manufacture fully-built
buses and coaches for India - the plant is located in Dharwad. In
2006, Tata Motors entered into joint venture with Thonburi Automotive
Assembly Plant Company of Thailand to manufacture and market
the companys pickup vehicles in Thailand, and entered the market
in 2008. Tata Motors (SA) (Proprietary) Ltd., Tata Motors joint venture
with Tata Africa Holding (Pty) Ltd. set up in 2011, has an assembly
plant in Rosslyn, north of Pretoria. The plant can assemble, semi
knocked down (SKD) kits, light, medium and heavy commercial
vehicles ranging from 4 tonnes to 50 tonnes. Tata Motors is also
expanding its international footprint, established through exports
since 1961. The companys commercial and passenger vehicles
are already being marketed in several countries in Europe, Africa,
the Middle East, South East Asia, South Asia, South America,
Australia, CIS and Russia. It has franchisee/joint venture assembly
operations in Bangladesh, Ukraine, and Senegal.

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

57

OCTOBER, 2015

SPECIAL REPORT

TAMILNADU NEWSPRINT & PAPERS : FINE START

Tamil Nadu Newsprint and Papers Ltd. has reported jump in profits for the first
quarter ended 30th June, 2015. For the quarter its Total Income has increased by 33% from
Rs.486crs to Rs.648crs while the Operating Profit has jumped by 51% from Rs.67crs to
Rs.101crs and Net Profit by 97% from Rs.26crs to Rs.52crs. The EPS for the quarter is
Rs.7/-. During the quarter ended 30th June, 2015, it has produced 97152 Mts of Paper. For
the year it has reported an Operating Profit of Rs.368crs and Net Profit of Rs.167crs on a
Total Income of Rs.2,136crs. The EPS for the year is Rs.24/-. The company has strong
fundamentals. Its Paid-up Capital is small at Rs.69crs with a high Networth of Rs.1,201crs.
Its Return on Networth is high at 14% for the year. Technically the scrip is moving around
Rs.180/- with a low P/E Ratio of 6 and high Book Value of Rs.174/-.
MR C V SANKAR, CMD
Q1 Performance Highlights

FH (in crs)

During the quarter ended 30th June, 2015, TNPL has produced

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

97152 Mts of Paper. The turnover during the quarter is

Rs.639.02 Crore against Rs.479.01 Crore in the previous year.
Profit before Tax (PBT) is Rs.65.65 Crore against Rs.36.24
Crore in the previous year. Rs.35.24 Crore has been provided
for depreciation and Rs.38.50 Crore for finance charges.
Profit after Tax (PAT) is Rs.51.64 Crore against Rs.26.23 Crore
in the previous year. Higher production, higher sales and
savings in manufacturing cost have enabled the company to
achieve higher profit.
Capacity addition
TNPL is setting up a 2 Lakh MT capacity Double Coated
Multilayer Board Plant at a capital outlay of Rs.1500 Crore in
Mundipatti Village, Manaparai Taluk, Trichy District. The project
is expected to be completed by December 2015.
Company background
Tamil Nadu Newsprint and Papers Limited (TNPL) was
established by the Government of Tami Nadu during early
eighties to produce Newsprint and Printing & Writing Paper
using bagasse, a sugarcane residue, as primary raw material.
The Company commenced production in the year 1984 with a
initial capacity of 90,000 tonnes per annum (tpa). Over the
years, the production capacity has been increased to 2,45,000
tpa and the Company has emerged as the largest bagasse
based Paper Mill in the world consuming about one million
tonnes of bagasse every year. The Company completed a
Mill Expansion Plan during December 2010 to increase the mill
capacity to 4,00,000 tpa. TNPL exports about 1/5th of its
production to more than 50 countries. Manufacturing of quality
paper for the past two and half decades from bagasse is an
index of the companys technological competence. A strong
record in adopting minimum impact best process technology,
responsible waste management, reduced pollution load and
commitment to corporate social responsibility makes the
company one of the most environmentally compliant paper
mills in the world.

30.06.15
(3M)
69.21
1132.26
1201.47
4.30
173.60
10.00
647.63
101.23
100.89
35.24
65.65
14.01
51.64
7.46

30.06.14
(3 M)
69.21
1076.60
1145.81
2.29
165.56
10.00
485.60
67.03
74.27
38.03
36.24
10.01
26.23
3.79

% CH

180.85
6.06
7.97
15.63

5.40
13.80

47.59
13.26

5.17
4.86
87.77
4.86
33.37
51.02
35.84
-7.34
81.15
39.96
96.87
96.83

31.03.15
(12 M)
69.21
1132.26
1201.47
13.88
173.60
10.00
2135.73
368.42
367.43
137.30
230.13
63.40
166.73
24.09
6.00

31.03.14
(12 M)
69.21
1076.60
1145.81
14.07
165.56
10.00
2285.22
314.17
395.00
192.32
202.68
41.50
161.18
23.29
6.00

7.81
17.25

7.05
13.75

%CH
5.17
4.86
-1.35
4.86
-6.54
17.27
-6.98
-28.61
13.54
52.77
3.44
3.43
-

10.78
25.45

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

58

OCTOBER, 2015

59

RNI Regd.No: 52868 / 87

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

DATE OF PUBLICATION : 1ST OCTOBER 2015

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

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