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Price :

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I NVESTMENT A DVICE
Kompella Portfolio

DCB Bank

Karur Vysya
Bank

Lakshmi Vilas
Bank

Can Fin Homes

Gruh Finance

Indias No.1 Investment Magazine, Since 1987. Vol. XXVIII, No.11, NOVEMBER 2015 ISSUE

ASTRA MICROWAVE :
330% RETURN P.A. FOR TWO DECADES
AN INVESTMENT OF RS.6,000/- IN 1995 IS VALUED AT RS.3,96,000/- TODAY

MR B MALLA REDDY, MD

ASTRA MICROWAVE
For Free Sample Copy & Subscription visit :

www.investmentadvice.in

COVER STORY

ASTRA MICROWAVE : AN INVESTMENT OF RS.6,000/- IN 1995 IS VALUED AT RS.3,96,000/- TODAY


Not only the blue chip companies such as TCS, Infosys, Wipro, Sun Pharma,
Lupin, Dr.Reddys Labs, HDFC, HDFC Bank, etc. have created enormous wealth to the
investors but even the professionally managed midcap stocks such as Astra Microwave Products Ltd. has also created enormous wealth during the last 20 years.
Astra Microwave has entered into the capital market and issued Rs.10/- paid-up
share at Rs.60/-(Rs.10/-+Rs.50/- premium). Later, it has issued 1:1 Bonus in 2000,
split the stock from Rs.10/- to Rs.2/- and issued 1:1 Bonus in 2005. In 2010, it has
issued 1:2 Bonus. As a result, 100 shares of Rs.10/- paid-up in 1995 were 3,000
shares of Rs.2/- paid-up in 2015 - ie., an investment of Rs.6,000/- in IPO in 1995 is
valued at Rs.3,96,000/- today (excluding Dividends during the last twenty years).
Astra Microwave has uninterrupted track record of paying dividends for the last
twenty years. That is the power of equity investments in the long run.
In charge of overall business and strategy at Astra Microwave, Mr B Malla
Reddy is among Astra Microwaves core founders. He worked for over two decades
in the Systems Division, Indian Space Research Organisation, Bangalore, and with
Defence Research and Development Laboratory, Hyderabad, before taking charge
of software development and R&D at OMC Computers Ltd, Hyderabad. Mr Malla
Reddy holds a Masters in Engineering (Automation) from the Indian Institute of Science, Bangalore.
IPO in 1995 at Rs.60/- for Rs.10/- share
If an investor invests Rs.6,000/- for 100 shares in 1995
and holds them till today, his holding will be 3,000
shares of Rs.2/- each valued at Rs.3,96,000/-* - ie.,
330% return p.a. on an average as on 29.10.2015
Year
2000
2005
2005
2010

Bonus Issue
1:1
Stock Split from
Rs.10/- to Rs.2/1:1
1:2

No. of Shares
200
1000
2000
3000

*Note: Market Price of Rs.132/- as on 29.10.2015

Uninterrupted dividend track record


during the last two decades
Year

Dividend (%)

1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015

12%
15%
5%
5%
10%
20%
15%
20%
24%
30%
50%
50%
50%
12.5%
25%
25%
25%
35%
40%
55%
60%

MR B MALLA REDDY, MD
Meanwhile, Astra Microwave has reported impressive working results for the
second quarter ended 30th September, 2015. It has reported an Operating Profit
of Rs.25crs and Net Profit of Rs.18crs on a Total Income of Rs.106crs. For the
half year, it has achieved an Operating Profit of Rs.33crs and Net Profit of
Rs.23crs on a Total Income of Rs.206crs. As on 30th Sept. 2015, the company
has Rs.544crs worth orders on hand which are executable in the next 12 to 18
months. For the year ended 31st March, 2015 it has achieved an Operating
Profit of Rs.85crs and Net Profit of Rs.61crs on a Total Income of Rs.634crs. The
EPS for the year is Rs.7.42. Astra Microwave has strong fundamentals. The
Paid-up Capital of the company is small at Rs.16crs against high Networth of
Rs.313crs. Technically, the scrip is moving around Rs.130/- with a P/E Ratio of
23 and Book Value of Rs.38/-. Astra Microwave designs, develops and manufactures sub-systems for RF and microwave systems used in defence, space,
meteorology and telecommunication.

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J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

NOVEMBER, 2015

BANKING

DCB BANK : OPERATING PROFIT UP BY 30%


D

CB Bank has reported encouraging working results for the second quarter and
half year ended 30th September, 2015. For the quarter it has reported an Operating Profit of
Rs.78crs and Net Profit of Rs.37crs on a Total Income of Rs.465crs. For the half year, it has
reported an Operating Profit of Rs.168crs and Net Profit of Rs.84crs on a Total Income of
Rs.932crs - inspite of higher Provisions, Tax and branch expansion expenditure. The EPS
for the half year is Rs.3/-. Speaking about the performance Mr. Murali M. Natrajan, MD &
CEO said, Competition is intense so we need to continuously fine tune our approach to
grow the Balance Sheet at profitable margins. So far NPAs are in control, however, we need
to be watchful. The bank has strong fundamentals. Its Paid-up Capital is small at Rs.283crs
with a high Networth of Rs.1,676crs. Technically the scrip is moving around Rs.90/- with a
P/E Ratio of 15 and Book Value of Rs.59/-.
MR MURALI M NATRAJAN,
MD & CEO
Highlights:
DCB Bank earned Operating Profit of Rs. 78 Cr. in
Q2 FY 2016 as against Rs. 60 Cr. in Q2 FY 2015.
Operating Profit increased by 30% over same
quarter last year.
DCB Bank earned Net Profit of Rs. 37 Cr. in Q2 FY
2016 as against Net Profit of Rs. 41 Cr. in Q2 FY
2015. Profit Before Tax for Q2 FY 2016 was at Rs.
56 Cr. as against Rs. 46 Cr. for Q2 FY 2015.
As on September 30, 2015, the Balance Sheet was
at Rs. 16,987 Cr. as against Rs. 13,415 Cr. as on
September 30, 2014, a growth rate of 27%.
Retail Deposits (Retail CASA and Retail Term
Deposits) continued to provide a stable resource
base to the Bank. Retail Deposits were at 80% of
Total Deposits as on September 30,2015.
CASA ratio as on September 30, 2015 was at 24.1%
as against 25.5% as on September 30, 2014.
Net Advances grew to Rs.11,181 Cr. as on
September 30, 2015 from Rs. 8,793 Cr. as on
September 30, 2014 a growth rate of 27%.
Net Interest Margin for Q2 FY 2016 stands at 3.79%
as against 3.72% for Q2 FY 2015.
Gross NPA ratio moved to 1.99% as on September
30, 2015 from 1.96% as on June 30, 2015.
Capital Adequacy Ratio (CAR) was at 13.63% as
on September 30, 2015 with Tier l at 12.93% and
Tier ll at 0.70% as per Basel lll norms.
The Banks branch network increased to 160
branches (from 157 branches in June 2015) in 109
locations along with 373 ATMs as on September 30,
2015
DCB Bank Limited (Formerly Development Credit Bank
Ltd.) is a modern emerging new generation private
sector bank with 160 branches across 17 states
and 2 union territories. It is a scheduled commercial
bank regulated by the Reserve Bank of India. It is
professionally managed and governed. DCB Bank
has contemporary technology and infrastructure
including state of the art internet banking for personal
as well as business banking customers.
The Banks business segments are Retail, microSMEs, SMEs, mid-Corporate, Microfinance Institutions
(MFI), Agriculture, Commodities, Government, Public
Sector, Indian Banks, Co-operative Banks and Non
Banking Finance Companies (NBFC). DCB Bank has
approximately 5,00,000 customers.
KOMPELLA PORTFOLIO INVESTMENT ADVICE

FH (in crs)

30.09.15
(3 M)
283.44
1392.54
1675.98
2.20
59.13
10.00
464.87
78.10
21.67
56.43
19.50
36.93
1.30
90.15
17.34
7.94
16.80
1.99
1.16

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

30.09.14
(3 M)
250.78
981.13
1231.91
3.34
49.12
10.00
371.83
59.85
13.75
46.10
5.01
41.09
1.64

%CH
13.02
41.93
36.05
-34.13
20.38
25.02
30.49
57.60
22.41
289.22
-10.12
-20.73

11.05
16.10
1.90
1.07

-28.14
4.35
-

30.09.15
(6 M)
283.44
1392.54
1675.98
5.00
59.13
10.00
932.31
167.76
39.70
128.06
44.26
83.80
2.96
90.15
15.23
8.99
17.99
1.99
1.16

30.09.14
(6 M)
250.78
981.13
1231.91
6.96
49.12
10.00
758.52
141.07
36.68
104.39
18.66
85.73
3.42

% CH
13.02
41.93
36.05
-28.16
20.38
22.91
18.92
8.23
22.67
137.19
-2.25
-13.45

31.03.15
(12 M)
282.01
1251.95
1533.96
12.46
54.39
10.00
1588.14
277.45
69.42
208.03
16.85
191.18
6.78

11.30
18.60
1.90
1.07

-20.44
-3.28
-

12.04
17.47
1.76
1.01

The Bank has deep roots in India since its inception in 1930s. Its promoter and
promoter group the Aga Khan Fund for Economic Development (AKFED) and Platinum
Jubilee Investments Ltd. holds over 16% stake. AKFED is an international development
enterprise. It is dedicated to promoting entrepreneurship and building economically
sound companies.

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J

NOVEMBER, 2015

BANKING

HDFC BANK : CONSISTENT PERFORMER


HDFC Bank is a consistent performer. It is maintaining high growth rate of profits

MR ADITYA PURI, MD

with healthy asset quality and improved networth. For the quarter its Total Income has increased by 25% from Rs.13,895crs to Rs.17,324crs while the Operating Profit has increased
by 24% from Rs.4,060crs to Rs.5,043crs and Net Profit by 20% from Rs.2,381crs to Rs.2,869crs.
The EPS for the quarter is Rs.11/-. The Banks Gross NPAs have improved to 0.91% and Net
NPAs to 0.25% as on 30th September, 2015. For the half year, its Total Income has increased
by 25% from Rs.26,965crs to Rs.33,827crs while the Operating Profit has increased by 25%
from Rs.7,904crs to Rs.9,893crs and Net Profit by 21% from Rs.4,615crs to Rs.5,565crs. The
EPS for the half year is Rs.22/-. The bank has strong fundamentals. Its Paid-up Capital is
small at Rs.504crs with a high Networth of Rs.68,277crs. Technically the scrip is moving
around Rs.1100/- with a P/E Ratio of 25 and Book Value of Rs.271/-.

FINANCIAL RESULTS:
P&L Account: Quarter ended Sept. 30, 2015
The Banks total income for the quarter ended
September 30, 2015 was Rs. 17,324.3 crores up
from Rs. 13,894.7 crores for the quarter ended
September 30, 2014. Net revenues (net interest
income plus other income) increased by 22.2% to
Rs. 9,232.7 crores for the quarter ended September
30, 2015 as against Rs. 7,558.1 crores for the
corresponding quarter of the previous year. Net
interest income (interest earned less interest
expended) for the quarter ended September 30,
2015 grew by 21.2% to Rs. 6,680.9 crores, from
Rs. 5,511.0 crores for the quarter ended September
30, 2014 driven by average assets growth of
29.0% and a net interest margin for the quarter of
4.2%.
Other income (non-interest revenue) at Rs. 2,551.8
crores was 27.6% of the net revenues for the
quarter ended September 30, 2015 and grew by
24.7% over Rs. 2,047.1 crores in the corresponding
quarter ended September 30, 2014. The four
components of other income for the quarter ended
September 30, 2015 were fees & commissions of
Rs.1,868.9 crores (Rs. 1,536.5 crores in the
corresponding quarter of the previous year), foreign
exchange & derivatives revenue of Rs. 319.6 crores
(Rs. 221.7 crores for the corresponding quarter of
the previous year), gain on revaluation / sale of
investments of Rs. 162.4 crores (Rs. 95.1 crores in
the corresponding quarter of the previous year)
and miscellaneous income including recoveries of
Rs. 200.9 crores (Rs. 193.8 crores for the
corresponding quarter of the previous year).
Operating expenses for the quarter ended
September 30, 2015 were Rs. 4,189.8 crores, an
increase of 19.8% over Rs. 3,497.9 crores during
the corresponding quarter of the previous year.
The cost-to-income ratio for the quarter was at
45.4% as against 46.3% for the corresponding
quarter ended September 30, 2014.
Provisions and contingencies for the quarter ended
September 30, 2015 were Rs. 681.3 crores
(consisting of specific loan loss provisions Rs. 484.4
crores, general provisions Rs. 133.1 crores, floating
provisions Rs. 50.0 crores and other provisions
Rs. 13.8 crores) as against Rs. 455.9 crores
(consisting of specific loan loss provisions net of
utilization of floating provisions Rs. 384.4 crores,
general provisions Rs. 51.9 crores and other
provisions Rs. 19.6 crores) for the corresponding

KOMPELLA PORTFOLIO INVESTMENT ADVICE

FH (in crs)

30.09.15
(3 M)
503.64
67773.47
68277.11
4.20
271.13
2.00
17324.28
5042.89
681.29
4361.60
1492.15
2869.45
11.39

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

1101.50
24.18
16.56
29.11
0.91
0.25

30.09.14
(3 M)
482.86
48231.94
48714.80
4.89
201.78
2.00
13894.73
4060.19
455.89
3604.30
1222.84
2381.46
9.86

17.14
29.22
1.02
0.28

%CH
4.30
40.52
40.16
-14.11
34.37
24.68
24.20
49.44
21.01
22.02
20.49
15.52

30.09.15
(6 M)
503.64
67773.47
68277.11
8.15
271.13
2.00
33827.25
9892.78
1409.28
8483.50
2918.33
5565.17
22.10

30.09.14
(6 M)
482.86
48231.94
48714.80
9.47
201.78
2.00
26965.38
7903.96
938.67
6965.29
2350.79
4614.50
19.11

% CH
4.30
40.52
40.16
-13.94
34.37
25.45
25.16
50.14
21.80
24.14
20.60
15.65

-3.38
-0.38
-

1101.50
24.92
16.45
29.25
0.91
0.25

17.11
29.31
1.02
0.28

-3.86
-0.20
-

31.03.15
(12 M)
501.30
61508.13
62009.43
16.47
247.39
2.00
57466.25
17404.47
2075.75
15328.72
5112.80
10215.92
40.76
8.00

17.78
30.29
0.93
0.25

quarter ended September 30, 2014. After providing Rs. 1,492.2 crores for taxation,
the Bank earned a net profit of Rs. 2,869.5 crores, an increase of 20.5% over the
quarter ended September 30, 2014.
Balance Sheet: As of Sept. 30, 2015
Total deposits as of September 30, 2015 were Rs. 506,909 crores, an increase of
29.7% over September 30, 2014. CASA deposits saw healthy growth with current
account deposits growing by 20.8% over the previous year to reach Rs. 69,811
crores and savings account deposits growing by 18.7% over the previous year to
reach Rs. 131,522 crores. Time deposits were at Rs. 305,575 crores an increase
of 37.6% over the previous year resulting in CASA proportion of 40% as on September
30, 2015.
Advances as of September 30, 2015 were Rs. 418,541 crores, an increase of
27.9% over September 30, 2014. This loan growth was contributed by both segments
of the Banks loan portfolio, with domestic retail loans and wholesale loans as per
the Banks internal business classification growing by 29.3% and 23.4% respectively
(as per regulatory [Basel 2] segment classification growing by 29.3% and 25.1%
respectively). The domestic loan mix as per Basel 2 classification between
retail:wholesale was 52:48 and advances in overseas branches as of September
30, 2015 were at 7.5% of the total advances.
Capital Adequacy:
The Banks total Capital Adequacy Ratio (CAR) as per Basel III guidelines, was at
15.5% as at September 30, 2015 (15.7% as at September 30, 2014) as against a
regulatory requirement of 9%. Tier-I CAR was at 12.8% as on September 30, 2015
compared to 11.8% as at September 30, 2014.
Network:
As of September 30, 2015, the Banks distribution network was at 4,227 branches
and 11,686 ATMs across 2,501 cities / towns. 55% of branches are now in the
Semi-urban and rural areas. Number of employees increased from 75,339 as of
September 30, 2014 to 83,416 as of September 30, 2015.
J

NOVEMBER, 2015

BANKING

INDUSIND BANK : BACK TO 30% GROWTH RATE WITH HEALTHY ASSET QUALITY
Indusind Bank is a consistent performer. It has again reported excellent

MR ROMESH SOBTI, MD & CEO


Performance highlights for the Q2:
Operating Profit for the quarter was Rs.1,006.53
crore as against Rs.724.67 crore in the
corresponding quarter of the previous year, showing
a robust growth of 39%
Net Profit for the quarter was Rs.560.04 crore as
against Rs.430.20 crore in the corresponding quarter
of the previous year, showing a consistent growth
of 30%
Net Interest Income (NII) was Rs.1,094.28 crore as
compared to Rs.833.11 crore in the corresponding
quarter of the previous year, registering a growth of
31%
Core Fee Income for the quarter was Rs.673.30
crore as against Rs.544.99 crore in the
corresponding quarter of the previous year, marking
a sustained growth of 24 %
Non Interest Income for the quarter was Rs.783.54
crore as against Rs.593.96 crore in the
corresponding quarter of the previous year, a growth
of 32%
Net Interest Margin (NIM) for the current quarter
was 3.88 % as against 3.63 % in the corresponding
quarter of the previous year
Performance highlights for the H1
OP for the half-year ended was Rs.1,929.25 crore
as against Rs.1,473.87 crore in the corresponding
period of the previous year, showing a growth of
31%
PAT for the half-year ended September 30, 2015
was Rs.1,085.08 crore as against Rs. 851.26 crore
in the corresponding period of previous year, up by
27%
Net Interest Income (NII) was Rs.2,074.94 crore as
compared to Rs.1,633.77 crore in the corresponding
period of the previous year, up 27%
Core Fee Income was Rs.1,309.50 crore as against
Rs.1,061.06 crore in the corresponding period of
the previous year, showing a consistent growth of
23 %
Non Interest Income was Rs.1,545.15 crore as
against Rs.1,199.88 crore in the corresponding
period of the previous year, up by 29%
The CASA (Current Accounts-Savings Accounts)
ratio improved to 34.74 % against 33.89 %
Gross NPA in current Q2 is at 0.77% as against
1.08% in the previous year Q2
KOMPELLA PORTFOLIO INVESTMENT ADVICE

working results for the second quarter and half year ended 30th September, 2015.
For the quarter its Total Income has increased by 20% from Rs.2,973crs to
Rs.3,581crs while the Operating Profit has increased by 39% from Rs.725crs to
Rs.1,007crs and Net Profit by 30% from Rs.430crs to Rs.560crs. The EPS for the
quarter is Rs.9/-. The Banks Gross & Net NPAs reduced to 0.77% and 0.31%
respectively as on 30th September, 2015 signifying an improvement in asset quality.
Commenting on the performance, Mr. Romesh Sobti, MD & CEO, said, This
quarter, the Bank has shown consistent performance in its bottom lines given the
challenging times, both globally as well as in the domestic market. However, the
overall industry sentiment is looking positive. Our Operating Profit rose by 39% and
our NIM has grown to a healthy 3.88%. Digitisation continues to be a core area of
thrust for us. We remain committed to our promise of Responsive Innovation theme
with the introduction of Onthego Social Banking which offers customers a host
of banking services including transactions through social platforms like Twitter and
Facebook without the necessity of downloading an additional app. For the half
year, its Total Income has increased by 20% from Rs.5,876crs to Rs.7,066crs while
the Operating Profit has increased by 31% from Rs.1,474crs to Rs.1,929crs and
Net Profit by 27% from Rs.851crs to Rs.1,085crs. The EPS for the half year is
Rs.18/-. The bank has strong fundamentals. Its Paid-up Capital is small at Rs.592crs
with a high Networth of Rs.16,755crs. Technically the scrip is moving around Rs.960/
- with a P/E Ratio of 26 and Book Value of Rs.283/-.
FH (in crs)

30.09.15
(3 M)
592.17
16163.06
16755.23
3.34
282.95
10.00
3581.31
1006.53
158.09
848.44
288.40
560.04
9.46

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

957.95
25.32
15.64
28.11
0.77
0.31

30.09.14
(3 M)
528.29
9391.61
9919.90
4.34
187.77
10.00
2972.72
724.67
73.20
651.47
221.27
430.20
8.14

14.47
24.38
1.08
0.33

%CH
12.09
72.10
68.91
-23.04
50.69
20.47
38.89
115.97
30.23
30.34
30.18
16.22

30.09.15
(6 M)
592.17
16163.06
16755.23
6.48
282.95
10.00
7066.42
1929.25
281.42
1647.83
562.75
1085.08
18.32

30.09.14
(6 M)
528.29
9391.61
9919.90
8.58
187.77
10.00
5875.95
1473.87
183.60
1290.27
439.01
851.26
16.11

% CH
12.09
72.10
68.91
-24.48
50.69
20.26
30.90
53.28
27.71
28.19
27.47
13.72

8.09
15.30
-

957.95
26.14
15.36
27.30
0.77
0.31

14.49
25.08
1.08
0.33

6.00
8.85
-

31.03.15
(12 M)
529.45
9724.08
10253.53
17.49
193.66
10.00
12239.97
3098.22
389.05
2709.17
915.45
1793.72
33.88
4.00

14.65
25.31
0.81
0.31

Increase in branch network from 685 branches and 1277 ATMs in the previous year
to 854 branches and 1578 ATMs this year as on 30th September, 2015
Total Advances as on September 30, 2015 were at Rs. 78,294 crore as compared
to Rs. 59,931 crore in the corresponding period of the previous year, recording a
growth of 31 %
Total Deposits as on September 30, 2015 were at Rs. 80,841 crore as compared to
Rs. 65,996 crore in the corresponding period of the previous year, up by 22%
Capital Adequacy Ratio as per BASEL III Capital regulations as on September 30,
2015 was 16.52 %
During the quarter, Bank successfully completed a Qualified Institutions Placement
(QIP) issue allotting 5,12,18,640 equity shares of Rs. 10/- each at a price of Rs.
845.00 per share aggregating to Rs. 4,327.98 crores and a Preferential Allotment of
87,81,360 equity shares of Rs. 10/- each at a price of Rs.857.20 per share to the
promoters aggregating to Rs. 752.74 crores.
The Bank integrated Diamond and Jewellery financing business acquired from Royal
Bank of Scotland N.V. involving takeover of various assets and liabilities including an
advance portfolio of Rs. 4,130.40 crores.
J

NOVEMBER, 2015

BANKING

KARUR VYSYA BANK : 100 YEARS OF STRONG FOUNDATION


K

MR K VENKATARAMAN, MD & CEO

arur Vysya Bank has reported excellent working results for the second
quarter and half year ended 30th September, 2015. For the quarter its Total Income
has increased by 5% from Rs.1,495crs to Rs.1,570crs while the Operating Profit
has jumped by 72% from Rs.207crs to Rs.355crs and Net Profit by 57% from
Rs.91crs to Rs.142crs. The EPS for the quarter is Rs.12/-. For the half year, its Total
Income has increased by 4% from Rs.2,957crs to Rs.3,089crs while the Operating
Profit has jumped by 55% from Rs.421crs to Rs.651crs and Net Profit by 30% from
Rs.213crs to Rs.277crs. The EPS for the half year is Rs.23/-. It is a high dividend
paymaster. It has paid 130% dividend last year. The bank has strong fundamentals. Its Paid-up Capital is small at Rs.122crs with a high Networth of Rs.4,529crs.
Technically the scrip is moving around Rs.415/- with a low P/E Ratio of 9 and high
Book Value of Rs.372/-.

Karur Vysya Bank - Into its Centenary Year


Karur Vysya Bank, a leading private sector Bank
founded in the year 1916, by two visionaries Mr
M.A. Venkatarama Chettiar and Mr Athi Krishna
Chettiar is celebrating its centenary year.
With a total branch network of 656, of which 553
are located in the South, the bank has a strong
presence in urban, semi-urban and rural centres.
The south based branches contribute nearly 75%
of the total business of the bank. Even as the bank
is spreading its wings to have pan India presence,
significant number of the proposed branches will
continue to be added in the South.
Redrawing its business strategy, KVB will now be
positioned as a specialized SME Bank to make it
unique and first of its kind in the industry dedicated
to the sector with new tailor-made products catering
to different types of industries in the SME sector.
Focus will also continue on the retail segment.
On the occasion of the launch of its Centenary
Celebrations, the Bank unveiled 18 new products
and services. Significant products launched include
KVB Commodity Plus, for dealers of pulses, cereals,
spices and edible oils, KVB Food & Agro Plus for
units engaged in the processing of food and agro
products, KVB Construction Plus, for dealers of
construction materials and KVB MSME Easy Loan
for units with turnover of less than Rs. 100 lakhs
engaged in manufacturing or service for the trading
and SME sectors, KVB Centenary Cash Certificate
with tenure of 50 or 100 months with higher yield
and PA Cover, Cash Management Solution and
Supply Chain Finance and KVB Centenary Prepaid
Card, which is a reloadable prepaid card. The bank
has also introduced e-Book, a Mobile App to enable
the customers to manage their accounts.
With rate cuts looming on the horizon, market
conditions are likely to be favourable for the bank in
terms of credit off take.
Financial Highlights
The total business of the Bank stood at Rs.84233.59
crore as at 30th September 2015, an increase of
4.79% from Rs. 80382.73 crore as on 30 th
September 2014. The deposits of the bank were up
by 4.13% at Rs.46715.06 crore while total
advances increased to Rs.37518.53 crore reflecting
a year-on-year growth of 5.62%.
Second quarter results
KOMPELLA PORTFOLIO INVESTMENT ADVICE

FH (in crs)

30.09.15
(3 M)
121.86
4407.42
4529.28
3.14
371.68
10.00
1570.27
355.24
126.02
229.22
87.00
142.22
11.67

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

416.65
8.93
9.06
22.62
1.96
0.96

30.09.14
(3 M)
120.86
4042.98
4163.84
2.17
344.52
10.00
1494.86
207.11
93.11
114.00
23.50
90.50
7.49

6.05
13.85
1.36
0.59

%CH
0.83
9.01
8.78
44.70
7.88
5.04
71.52
35.35
101.07
270.21
57.15
55.81

30.09.15
(6 M)
121.86
4407.42
4529.28
6.11
371.68
10.00
3088.77
650.97
243.67
407.30
130.50
276.80
22.71

30.09.14
(6 M)
120.86
4042.98
4163.84
5.11
344.52
10.00
2957.30
420.60
179.53
241.07
28.50
212.57
17.59

% CH
0.83
9.01
8.78
19.57
7.88
4.45
54.77
35.73
68.96
357.89
30.22
29.11

49.75
63.32
-

416.65
9.17
8.96
21.08
1.96
0.96

7.19
14.22
1.36
0.59

24.62
48.24
-

31.03.15
(12 M)
121.63
4124.40
4246.03
10.93
349.09
10.00
5976.71
943.29
480.51
462.78
7.17
464.28
38.17
13.00

7.77
15.78
1.85
0.78

Net interest income for the second quarter increased by 29.64% from Rs. 337.42
crore to Rs 437.42 crore. Other income for the second quarter increased by 51.33%
from Rs. 135.96 crore during the same quarter last year to Rs.205.74 crore. Operating
profit for second quarter increased by 71.52% from Rs. 207.11 crore to Rs. 355.24
crore. Net profit for the second quarter increased by 57.15% on year-on-year
basis from Rs. 90.50 crore to Rs.142.22 crore compared to the corresponding
quarter in the previous fiscal. Net interest margin improved from 2.67% to 3.39% as
compared to the corresponding quarter last year.
Half year results
Net interest income increased from Rs. 677.45 crore to Rs. 860.52 crore, an increase
of 27.02% over the corresponding period last year. Other income for the half year
increased by 44.89% from Rs.253.91 crore to Rs.367.90 crore. Operating profit for
the half year ended 30th September 2015 increased by 54.77% from Rs.420.60
crore during the corresponding period last year to Rs.650.97 crore. This was
mainly on account of increase in Net Interest income and Treasury income.
The net profit increased by 30.22% from Rs. 212.57 crore registered for the first
half of the previous year to Rs.276.80 crore for the first half of the current fiscal.
Net interest margin increased for the period from 2.73% in the half year last year to
3.35% in the half year period in current year.
Gross NPA increased from 1.91% as on June 2015 to 1.96 % as on 30th September
2015 and Net NPA stood at 0.96% on that date as against 0.88%, last quarter ended
June 2015.
The bank has maintained Provision Coverage Ratio at 75.09%. The capital adequacy
ratio of the Bank stood at 13.00% (Basel III) which is well above the regulatory
requirement of 9%. As per Basel II, CRAR works out to 13.10%. As on date, the
bank is operating through 657 branches and 1652 ATMs.
J

NOVEMBER, 2015

BANKING

LAKSHMI VILAS BANK : IMPROVED PROFITS & ASSET QUALITY


Lakshmi Vilas Bank, a private sector bank in its transformational journey
has reported highly improved working results for the second quarter and half year
ended 30th September, 2015. For the quarter its Total Income has increased by
14% from Rs.614crs to Rs.698crs while the Operating Profit has increased by 6%
from Rs.90crs to Rs.95crs and Net Profit by 42% from Rs.32crs to Rs.45crs. The
EPS for the quarter is Rs.3/-. The Banks Gross & Net NPAs reduced to 1.89% and
1.01% respectively as on 30th September, 2015 signifying an improvement in asset quality. For the half year, its Total Income has increased by 16% from Rs.1,199crs
to Rs.1,391crs while the Operating Profit has increased by 28% from Rs.160crs to
Rs.205crs and Net Profit by 43% from Rs.60crs to Rs.85crs. The EPS for the half
year is Rs.5/-. The bank has strong fundamentals. Its Paid-up Capital is small at
Rs.179crs with a high Networth of Rs.1,639crs. Technically the scrip is moving
around Rs.85/- with a P/E Ratio of 9 and Book Value of Rs.91/-.
FH (in crs)

MR PALANIAPPAN MANICKAM, CFO


Highlights:
H1 Net Profit up by 42.62% to Rs.85.09 crs
Gross NPA reduced by 183 basis points; from 3.72%
to 1.89% YoY
Net NPA reduced by 177 basis points, from 2.78%
to 1.01% YoY
Asset Quality
The asset quality of the bank has improved by reducing the Gross NPA by 183 basis points from 3.72%
as on 30th Sep. 2014 to 1.89% as on 30th Sep.
2015. The Net NPA of the bank is down by 177bps
from 2.78% to 1.01% on YoY basis.
Business
CASA portfolio of the bank has grown by 32.59%
from Rs.3027.97 crs to Rs.4014.78 crs YoY. The
Total Deposits rose from Rs.19314.88 crs to
Rs.23445.32 crs registering YoY growth of 21.38%.
Credit portfolio expanded from Rs.13724.32 crs to
Rs.17573.80 crs with a YoY growth of 28.05%. The
total business mix improved from Rs.33039.20 crs
to Rs.41019.12 crs, increased by 24.15% on YoY
basis.
Profitability
Net Profit increased by 42.62% to Rs.85.09 crs as
on 30th Sep. 2015 from Rs.59.66 crs during H1 of
FY14-15. Operating Profit up by 27.98% as of 30th
Sep. 2015 compared to same period last year. Total
Interest Income for the first half year ended Sep.
2015 grew by 15.41% to Rs.1248.25 crs against
Rs.1081.59 crs in the corresponding period of previous financial year. Total Income of the bank for H1
FY15-16 at Rs.1390.94 crs is up from Rs.1199.23
crs for H1 of previous year with a growth of 15.99%
YoY. Other Income of the bank grew by 21.29%
during H1 FY15-16 to Rs.142.69crs from Rs.117.64
crs of the corresponding period of previous year.
Q2 FY16 performance highlights vs Q2 FY15
Net Profit increased by 42.32% from Rs.31.50 crs
to Rs.44.83 crs
Total Income grew by 13.69% to Rs.697.88 crs from
Rs.613.87 crs
Total Deposits increased by 21.38% from
Rs.19314.88 crs to Rs.23445.32 crs
KOMPELLA PORTFOLIO INVESTMENT ADVICE

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

30.09.15
(3 M)
179.46
1459.80
1639.26
2.73
91.34
10.00
697.88
95.41
35.58
59.83
15.00
44.83
2.50
87.30
8.73
6.42
13.67
1.89
1.01

30.09.14
(3 M)
178.82
1340.74
1519.56
2.07
84.98
10.00
613.87
90.40
50.90
39.50
8.00
31.50
1.76

5.13
14.73
3.72
2.78

%CH

30.09.14
(6 M)
178.82
1340.74
1519.56
3.93
84.98
10.00
1199.23
160.16
83.50
76.66
17.00
59.66
3.34

% CH

0.36
8.88
7.88
31.88
7.48
13.69
5.54
-30.10
51.47
87.50
42.32
42.05

30.09.15
(6 M)
179.46
1459.80
1639.26
5.19
91.34
10.00
1390.94
204.98
95.89
109.09
24.00
85.09
4.74

25.15
-7.20
-

87.30
9.21
6.12
14.74
1.89
1.01

4.97
13.36
3.72
2.78

23.14
10.33
-

0.36
8.88
7.88
32.06
7.48
15.99
27.98
14.84
42.30
41.18
42.62
41.92

31.03.15
(12 M)
179.17
1298.52
1477.69
8.95
82.47
10.00
2498.56
365.72
188.23
188.21
55.92
132.29
7.38
2.00

5.29
14.64
2.75
1.85

Advances increased by 28.05% from Rs.13724.32 crs to Rs.17573.80 crs


Net NPA reduced to 1.01% from 2.78%
Return on Average Assets stood at 0.71% for Q2 FY16, while it was 0.59% during
Q2 FY15
CASA ratio improved to 17.12% as on 30th Sep. 2015 from 15.68% as on 30th Sep.
2014
The bank has a national presence serving over 2.71 million satisfied customer accounts through its 411 branches (including 1 satellite branch), spread across 16
States and 1 Union Territory. It has a network of 820 ATMs. The bank continues to
invest in its network for improved reach and customer service.

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10

NOVEMBER, 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. DR REDDYS LABS

3. HDFC BANK

2. HCL TECHNOLOGIES

4. INDUSIND BANK

NCC : RECOVERING

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

11

NOVEMBER, 2015

CONTENTS

CONTENTS
ASTRA MICROWAVE : 330% RETURN P.A. FOR TWO DECADES
AN INVESTMENT OF RS.6,000/- IN 1995 IS VALUED AT RS.3,96,000/- TODAY

Not only the blue chip companies such as TCS, Infosys, Wipro, Sun Pharma, Lupin, Dr.Reddys Labs, HDFC, HDFC Bank, etc.
have created enormous wealth to the investors but even the professionally managed midcap stocks such as Astra Microwave Products
Ltd. has also created enormous wealth during the last 20 years. Astra Microwave has entered into the capital market and issued Rs.10/
- paid-up share at Rs.60/-(Rs.10/-+Rs.50/- premium). Later, it has issued 1:1 Bonus in 2000, split the stock from Rs.10/- to Rs.2/- and
issued 1:1 Bonus in 2005. In 2010, it has issued 1:2 Bonus. As a result, 100 shares of Rs.10/- paid-up in 1995 were 3,000 shares of Rs.2/
- paid-up in 2015 - ie., an investment of Rs.6,000/- in IPO in 1995 is valued at Rs.3,96,000/- today (excluding Dividends during the last
twenty years). It has uninterrupted track record of paying dividends for the last twenty years. That is the power of equity investments
in the long run.
COVER STORY
ASTRA MICROWAVE

3
3

BANKING
DCB BANK
HDFC BANK
INDUSIND BANK
KARUR VYSYA BANK
LAKSHMI VILAS BANK

4-5 & 8-10


4
5
8
9
10

INVESTMENT SCRIPS
DR REDDYS LABS
HCL TECHNOLOGIES
HDFC BANK
INDUSIND BANK
NCC

11
11
11
11
11
11

EDITORIAL

13

SEPTEMBER QUARTER
PERFORMANCE

14-15

FIRST HALF PERFORMANCE

16-17

JUNE QUARTER PERFORMANCE

18-22

STOCK VALUATIONS

23-26

FUNDAMENTALS
READY REFERENCE

SKS MICROFINANCE

54

SPECIAL REPORTS
BIOCON

55-58
55

HIMATSINGKA SEIDE
INFOSYS
TCS

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

27-29 & 32-38

KOMPELLA PORTFOLIO
MARCH QUARTER
PERFORMANCE

39-43

FY15 PERFORMANCE

44-48

TECHNICAL ANALYSIS
SKS MICROFINANCE
SUZLON

49
49
49

INDEX
BSE SENSEX
NSE NIFTY

50
50
50

FINANCE CO.
CAN FIN HOMES
GRUH FINANCE

51-52 & 54
51
52

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

www.investmentadvice.in

KOMPELLA PORTFOLIO INVESTMENT ADVICE

NOVEMBER, 2015

12

EDITORIAL

KOMPELLA PORTFOLIO

PROFIT BOOKING

INVESTMENT ADVICE
(SINCE 1987) VOL. XXVIII NO.11, NOVEMBER, 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

Subscription Rates for Print Edition:

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Years
One Year
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he BSE Sensex has increased from 26,154.83 on 30.09.2015


to 26,656.83 on 30.10.2015 -i.e., increase of 1.92% in one month. The
NSE Nifty has increased from 7,948.90 on 30.09.2015 to 8,065.80 on
30.10.2015 -i.e., increase of 1.47% in one month. The flow of corporate
news for the september quarter and half year is a mixed one. However,
may companies/banks are yet to announce their results. We have wait
and see for two more weeks.

STAR PERFORMERS OF THE QUARTER

Cover Price : `45


Years

BSE Sensex at 26,656.83 on 30.10.2015


NSE Nifty at 8,065.80 on 30.10.2015

India

Overseas

` 300
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Kompella Finance & Investment
Consultants Ltd.,
and payable at Hyderabad.
Add `25/- for Outstation Cheques & Mail to:
REGISTERED OFFICE:
Plot No : A-31, Kompella House,
Journalist Colony, Jubilee Hills,
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Either the owner or the publisher or the Editor does
not take any financial responsibility for any loss due
to
buy/hold/sell/book
profit/apply
etc.,
recommendations. Investors are advised to use their
own discretion while taking market decisions.

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

CONSULTANTS LTD. Printed at Sri Vani Press,


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

he Automobile companies have reported highly improved


working results for the sept. quarter. For instance, Bajaj Auto has reported
2% increase in Total Income, 17% increase in OP and 58% jump in PAT
for the sept. quarter over the corresponding period of three months in the
previous year. For the half year, it has reported 4% improvement in TI,
20% in OP and 46% in PAT. TVS Motor Co. has reported 8% increase in
TI, 29% in OP, 23% in PAT for the quarter. For the half year, 11% increase
in TI, 26% in OP, 24% in PAT. Maruti Suzuki India has achieved 13%
improvement in TI, 71% in OP, 42% in PAT for Q2. For H1, TI increase by
15%, OP by 80%, PAT by 49%.
HDFC Bank, the strongest Bank in Asia, has reported 25% increase
in TI, OP by 24% and PAT by 20% for the quarter. For the H1, 25% increase
in TI, 25% in OP, PAT by 21%.The Other star performer of the quarter is
Indusind Bank. It has reported 20% improvement in TI, 39% in OP, 30%
PAT for the quarter. For H1, 20% in TI, 31% in OP, 27% in PAT. Karur Vysya
Bank has a strong foundation of 100 years has achieved excellent working
results. TI has increased by 5%, OP jumped by 72% and PAT by 57% for
the Q2. For H1, TI has increased by 4%, OP by 55% and PAT by 30%.
Lakshmi Vilas Bank has improved its Asset Quality drastically during the
quarter. The GNPAs have come down from 3.72% to 1.89% and Net
NPAs from 2.78% to 1.01%. However, for the Q2, TI has increased by
14% and PAT by 42%. For the H1, TI by 16%, OP by 28%, PAT by 43%. Yes
Bank has reported 20% increase in TI, OP by 25% and PAT by 27% for the
quarter. For the H1, 21% increase in TI, 33% in OP, PAT by 27%.
SKS Microfinance has achieved excellent working results. For the
Q2, TI has increased by 53%, OP by 64%, PAT by 37%. For the H1, TI by
56%, OP by 68%, PAT by 31%. Can Fin Homes has reported 33%
improvement in TI, 34% in OP, 92% in PAT for Q2. For H1, the TI has
increased by 35%, OP by 36%, PAT by 80%. Bajaj Finserv has achieved
35% improvement in TI, OP by 34% and PAT by 40% for the quarter. For
the H1, 35% increase in TI, 36% in OP, PAT by 43%. Bajaj Finance has
achieved 36% improvement in TI, OP by 32% and PAT by 42% for the
quarter. For the H1, 34% increase in TI, 33% in OP, PAT by 36%.
Syngene International has reported 29% increase in TI, OP by 41%
and PAT by 31% for the quarter. For the H1, 30% increase in TI, 40% in OP,
PAT by 29%. Cadila Healthcare has reported 17% increase in TI, OP by
58% and PAT by 41% for the quarter. For the H1, 19% increase in TI, 64%
in OP, PAT by 44%. Godrej Consumer Products has reported 9% increase
in TI, OP by 20% and PAT by 22% for the quarter. For the H1, 10% increase
in TI, 25% in OP, PAT by 29%.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

NOVEMBER, 2015

13

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


Quarter ended 30th Sept., 2015
TI
(Rs. crs) (Rs. crs)
30.09.15

Company/ Bank Equity


Aditya Birla Chem.

23

307

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)
30.09.15 30.09.14
30.09.14
30.09.15 30.09.14
30.09.15 30.09.14
292

60

49

22

50

40

25

20

11

82

Akzo Nobel India

47

657

607

46

40

15

74

68

41

36

15

Alembic Pharma

38

1009

547

84

376

107

251

401

133

202

289

77

275

Amara Raja Batt.

17

1158

1060

164

143

15

210

191

10

123

100

23

Asian Paints

96

3779

3633

550

472

17

669

577

16

399

347

15
-22

Astra Microwave

16

106

190

-44

25

34

-26

29

39

-26

18

23

Axis Bank

476

12001

10550

14

3628

3162

15

1916

1611

19

Bajaj Auto

289

6098

5963

1239

1058

17

1469

900

63

933

591

58

54

1680

1232

36

1102

834

32

441

307

43

279

197

42

Bajaj Finserv

80

2224

1648

35

1587

1183

34

911

648

41

441

316

40

Bajaj Holdings

111

110

185

-41

99

178

-44

102

210

-52

568

510

11

Bharat Forge

47

1117

1138

-2

256

258

-1

325

319

175

174

100

837

758

10

138

119

16

526

183

188

306

102

200

Bajaj Finance

Biocon
Cadila Healthcare

102

2459

2108

17

548

348

57

632

419

51

391

278

41

1875

2242

3982

-44

46

1953

-98

1406

3237

-57

673

2278

-70

Can Fin Homes

27

263

198

33

239

178

34

57

30

88

35

18

94

CCL Products

27

235

247

-5

41

41

47

46

29

26

12

156

1019

917

11

185

147

26

190

154

23

122

99

23

25

146

81

80

23

283

23

235

13

117

Cairn India

Cholamandalam Inv.
Cigniti Tech.
City Union Bank

60

829

773

205

173

19

108

94

15

Colgate-Palmolive

27

1038

1001

228

169

35

266

196

35

157

130

21

195

1502

1355

11

229

164

40

402

405

-1

233

192

21

19

436

451

-3

40

18

122

42

18

139

21

425

Container Corp.
Cosmo Films
CYIENT

56

772

672

15

98

90

140

141

99

90

10

Dr Reddys Labs

85

3989

3588

11

926

647

43

722

574

26

Edelweiss Fin.

81

1240

905

37

768

535

44

152

135

12

96

79

22

Emami

23

575

490

17

81

103

-21

84

126

-33

61

92

-34

Force Motors

13

763

599

27

43

16

169

81

53

53

42

26

62

Gallantt Ispat

28

121

110

10

11

83

13

51

125

Gallantt Metal

81

162

160

12

33

15

11

33

10

67

Godrej Consumer

34

2245

2061

383

319

20

392

347

13

287

235

22

Grasim Inds.

92

8393

7943

940

771

22

1316

1105

19

489

416

18

HDFC

316

12521

11608

2436

2306

2464

2358

2107

2064

HDFC Bank

504

17324

13895

25

5043

4060

24

5043

4060

24

2869

2381

21

23

587

512

15

27

200

32

14

126

15

200

Heritage Foods
Hester Biosciences
Himatsingka Seide
Hindustan Zinc
Idea Celular
Indiabulls Hsg. Fin.
Indusind Bank
Infosys

24

21

14

20

40

33

49

533

518

62

43

44

55

33

67

42

24

75

845

4033

3802

1989

1793

11

3032

2692

13

2255

2184

3400

8689

7570

15

1519

1312

16

2784

2346

19

809

756

84

1985

1514

31

1726

1343

29

746

369

102

556

448

24

592

3581

2973

20

1007

725

39

560

430

30

1144

15635

13342

17

3993

3483

15

3398

4360

-22

Inox Wind

222

1008

543

86

129

82

57

129

79

63

89

55

62

ITC

803

8904

9024

-1

3301

3245

3949

3826

2431

2425

Jet Airways

114

5248

4772

10

162

-266

-161

280

263

88

70

26

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

14

NOVEMBER, 2015

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


Quarter ended 30th Sept., 2015
TI
(Rs. crs) (Rs. crs)
30.09.15

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)
30.09.15 30.09.14
30.09.14
30.09.15 30.09.14
30.09.15 30.09.14

JK Tyre & Ind.

45

1810

1872

-3

261

194

35

222

157

41

118

76

Jyothy Labs

18

401

368

42

25

68

52

34

54

39

25

56

Kajaria Ceramics

16

610

540

13

102

68

50

111

74

49

59

40

48

122

1570

1495

355

207

72

142

91

56

51

2021

2173

-7

134

99

35

90

31

190

44

20

120

Karur Vysya Bank


KEC Inter.
Kitex Garments
L&T Finance Hold.

55

134

128

40

28

43

48

35

37

27

19

42

1721

1793

1552

16

1271

1116

14

338

290

17

215

182

18

Lakshmi Vilas Bank

179

698

614

14

95

90

45

32

41

LIC Housing Fin.

101

3065

2628

17

620

486

28

647

519

25

412

341

21

Lupin

91

3321

3173

565

724

-22

704

941

-25

409

630

-35

M&M Financial

113

1579

1468

954

986

-3

264

353

-25

157

219

-28

Maruti Suzuki

151

13934

12315

13

1600

933

71

2388

1679

42

1226

863

42

84

1169

889

32

185

152

22

236

200

18

158

137

15

MRF

3330

3361

-1

654

496

32

802

576

39

461

317

45

Neuland Labs

127

121

15

11

36

13

11

16

20
40

MindTree

NTPC

8245

17899

16737

2708

2091

30

3492

3106

12

2898

2072

Omkar Speciality

21

101

67

51

16

12

33

14

10

40

50

Ortel Comm.

30

46

37

24

133

48

2.83

1.27

123

Persistent Systems

80

543

464

17

78

72

120

123

-2

72

71

Petronet LNG

750

7545

10980

-31

386

442

-13

442

474

-7

249

263

-5

PI Industries

14

446

427

73

63

16

92

82

12

58

49

18

Pokarna

99

83

19

27

13

108

23

12

88

13

225

Rane Brake Lining

109

100

100

10

39

100

3238

70901

109797

-35

7533

6794

11

11580

10830

6720

5972

13

44

1912

1681

14

258

228

13

275

221

24

146

107

36

SKS Microfinance

127

291

190

53

185

113

64

103

58

78

78

57

37

South Indian Bank

135

1526

1406

213

211

93

76

22

79

1056

592

78

102

31

229

70

39

79

29

13

123

115

92

25

33

23

43

41

31

32

29

22

32

Syndicate Bank

662

6670

5681

17

1225

954

28

332

316

Syngene Internat.

199

261

202

29

62

44

41

85

63

35

52

40

30
-13

RIL
Sintex Inds.

Sterlite Technologies
Symphony

Tata Coffee

19

453

440

58

78

-26

67

85

-22

28

32

TCS

197

27165

23816

14

7307

6351

15

8490

7397

15

6085

5244

16

Trident

509

961

966

-1

96

75

28

142

111

28

51

21

143

12

421

382

10

48

40

20

54

46

17

34

28

21
22

TTK Prestige
TVS Motor Co.

48

2881

2667

165

129

28

208

168

24

116

95

UltraTech Cement

274

6013

5770

706

619

14

958

834

15

427

414

Vedanta

297

16561

19549

-15

2340

4279

-45

3797

5711

-34

974

1640

-41

30

433

431

33

32

36

31

14

23

19

21
32

V-Guard Inds.
Welspun India

100

1472

1414

283

245

16

343

263

30

172

130

Wipro

494

12567

11816

2429

2306

3242

3026

2235

2085

57

43

34

26

11

57

20

13

54

12

100

419

3995

3338

20

1019

817

25

1019

818

25

610

483

26

44

759

656

16

108

90

20

137

110

25

91

67

36

Wonderla Holidays
Yes Bank
Zensar Tech.

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

15

NOVEMBER, 2015

HALF YEAR PERFORMANCE

FIRST HALF PERFORMANCE


Half year ended 30th Sept., 2015
TI
(Rs. crs) (Rs. crs)
30.09.15

Company/ Bank Equity


Aditya Birla Chem.

23

Aditya Birla Chem.

23

596

576

Akzo Nobel

47

1315

1248

Alembic Pharma

38

1592

1041

Amara Raja Batt.

17

2296

2085

Asian Paints

96

7403

Astra Microwave

16

206

Axis Bank

476

Bajaj Auto

289

Bajaj Finance
Bajaj Finserv
Bajaj Holdings

111

Bharat Forge

47

Biocon

100

1670

1483

13

292

241

21

Cadila Healthcare

102

4960

4158

19

1076

656

64

1875

4869

8465

-42

480

4285

-89

27

506

374

35

463

341

36

Cairn India
Can Fin Homes
CCL Products
Cholamandalam Inv.

307

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)
30.09.15 30.09.14
30.09.14
30.09.15 30.09.14
30.09.15 30.09.14
292

60

49

22

121

109

11

107

94

14

53

478

203

135

10

330

284

6995

1164

378

-46

33

24235

20530

18

11711

11216

54

3326

2476

80

4435

3277

273

357

-24

2245

2126

50

40

25

20

11

82

102

86

19

155

166

-6

40

25

60

86

91

495

244

103

-5

359

142

153

16

422

373

13

245

206

19

959

21

1417

60

-45

41

1148

23

854

686

24

71

-42

23

43

-47

7720

6058

27

2300

1914

20

3046

3894

3277

19

2044

49

1948

1331

46

34

2192

1651

33

875

636

38

555

409

36

35

3176

2335

36

1848

1315

41

908

635

43

250

344

-27

256

381

-33

1181

1032

14

538

476

13

678

595

14

370

319

16

758

373

103

432

205

111

1239

786

58

744

518

44

3258

4677

-30

1508

3371

-55

108

60

81

67

37

81

27

455

423

83

71

17

94

78

19

59

46

28

156

2006

1783

13

356

290

23

367

304

21

233

195

19

Cigniti Tech.

25

276

158

75

40

13

208

43

15

195

23

12

92

City Union Bank

60

1640

1527

402

346

16

219

193

13

27

2049

1957

405

346

17

445

397

12

271

264

195

2923

2624

11

426

413

770

786

-2

440

454

-3

Colgate-Palmolive
Container Corp.
Cosmo Films

19

845

894

-5

80

36

122

81

34

134

39

388

CYIENT

56

1498

1294

16

172

160

258

241

173

159

Dr Reddys Labs

85

7747

7105

1697

1294

31

1348

1124

20

Edelweiss Fin.

81

2394

1711

40

1497

1035

45

300

266

13

187

157

19

Emami

23

1164

971

20

158

175

-10

184

222

-17

149

164

-9

Force Motors

13

1403

1144

23

78

31

152

150

100

50

78

45

73

Gallantt Ispat

28

246

231

21

19

11

24

23

16

14

14

Gallantt Metal

81

346

353

-2

25

21

19

30

24

23

20

14

43

Godrej Consumer

34

4343

3949

10

675

538

25

685

571

20

486

378

29

Grasim Inds.

92

16991

15986

1954

1631

20

2676

2466

973

904

HDFC

316

23957

21648

11

4885

4431

10

4936

4495

10

4311

3937

10

HDFC Bank

504

33827

26965

25

9893

7904

25

9893

7904

25

5565

4615

21

23

1165

1018

14

46

19

142

58

29

98

26

10

160

49

45

13

11

18

15

11

36

29
82

Heritage Foods
Hester Biosciences
Himatsingka Seide
Hindustan Zinc
Idea Cellular
Indiabulls Hsg Fin.
Indusind Bank

49

1001

1020

-2

127

86

48

108

69

56

82

45

845

7663

6810

13

3477

2944

18

5254

4754

11

4206

3801

11

3400

17487

15131

16

3231

2661

21

5734

4623

24

1740

1484

17

84

3814

2878

33

3361

2543

32

1443

1110

30

1067

872

22
28

592

7066

5876

20

1929

1474

31

1085

851

1144

29989

26112

15

7441

6694

11

6429

5982

Inox Wind

222

1644

848

94

209

125

67

204

111

84

140

78

79

ITC

803

17492

18272

-4

6429

6292

7639

7324

4697

4612

Infosys

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

16

NOVEMBER, 2015

HALF YEAR PERFORMANCE

FIRST HALF PERFORMANCE


Half year ended 30th Sept., 2015
TI
(Rs. crs) (Rs. crs)
30.09.15

Company/ Bank Equity


Jet Airways
JK Tyre & Ind.

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)
30.09.15 30.09.14
30.09.14
30.09.15 30.09.14
30.09.15 30.09.14

114

10478

9458

11

325

-384

690

232

197

309

-148

45

3587

3737

-4

515

347

48

449

280

60

236

132

79

Jyothy Labs

18

816

753

92

69

33

111

84

32

83

68

22

Kajaria Ceramics

16

1159

1042

11

178

137

30

197

148

33

105

78

35

122

3089

2957

651

421

55

277

213

30

51

3899

3893

252

179

41

163

68

140

75

32

134

243

231

64

51

25

79

61

29

43

34

26
-13

Karur Vysya Bank


KEC Inter.
Kitex Garments
L&T Finance Hold.

1721

3511

2990

17

2490

2183

14

635

700

-9

408

468

Lakshmi Vilas Bank

179

1391

1199

16

205

160

28

85

60

42

LIC Housing Fin.

101

6011

5137

17

1179

940

25

1228

1010

22

794

634

25

Lupin

91

6471

6514

-1

1295

1730

-25

1594

2081

-23

934

1255

-26

M&M Financial

113

3084

2844

1809

1866

-3

445

627

-29

265

389

-32

Maruti Suzuki

151

27359

23743

15

3117

1736

80

4731

3265

45

2418

1625

49

84

2151

1732

24

326

298

446

389

15

296

267

11

250

224

12

31

21

48

28

20

41

14

75
18

MindTree
Neuland Labs
NTPC

8245

34983

35073

4907

4510

6437

6505

-1

5034

4273

Omkar Speciality

21

192

120

60

32

20

60

28

16

75

17

11

55

Ortel Comm.

30

86

70

23

13

117

16

70

5.27

0.07

7429

Persistent Systems

80

1043

899

16

152

144

236

241

-2

139

140

-1

Petronet LNG

750

15922

21141

-25

667

722

-8

775

789

-2

496

419

18

PI Industries

14

1001

898

11

197

161

22

234

195

20

146

121

21

Pokarna

195

144

35

51

19

168

44

18

138

25

733

Rane Brake Lining

213

202

13

44

21

16

28

80

3238

148031

214437

-31

14669

13001

13

22687

21288

7 12942

11929

44

3383

3025

12

413

380

454

362

25

215

169

27

SKS Microfinance

127

532

342

56

324

193

68

183

108

69

139

106

31

South Indian Bank

135

3007

2872

394

432

-9

159

203

-22

79

2031

1156

76

188

73

158

128

81

58

50

22

127

Syndicate Bank

662

12994

11204

16

2265

1968

15

634

801

-21

Syngene Internat.

199

495

380

30

115

82

40

158

124

27

96

75

28

19

849

815

109

146

-25

126

159

-21

53

63

-16

TCS

197

52834

45928

15

14032

12286

14

16421

15017

9 11795

10812

Trident

509

1840

1872

-2

211

175

21

295

237

24

112

53

111

12

770

718

81

76

90

88

56

55

RIL
Sintex Inds.

Sterlite Technologies

Tata Coffee

TTK Prestige
TVS Motor Co.

48

5489

4960

11

287

227

26

368

302

22

207

167

24

UltraTech Cement

274

12444

11800

1606

1418

13

2092

2020

1018

1041

-2

Vedanta

-38

297

33578

36686

-8

4614

7816

-41

7579

9000

-16

1840

2981

V-Guard Inds.

30

933

909

72

69

77

67

15

48

41

17

Welspun India

100

2861

2591

10

563

449

25

671

497

35

336

235

43

Wipro

494

24937

23062

4831

4683

6377

6021

4423

4188

57

110

98

12

47

41

15

67

54

24

40

31

29

419

7792

6432

21

1927

1449

33

1928

1449

33

1162

914

27

44

1465

1268

16

207

163

27

257

198

30

167

123

36

Wonderla Holidays
Yes Bank
Zensar Tech.

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

17

NOVEMBER, 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
Century Plyboards
Cera Sanitaryware
Chaman Lal Setia
Cheviot Company
Chola. Investment
Cigniti Tech.
Cipla
City Union Bank
CMC

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
22
7
9
5
144
25
161
60
30

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
371
194
131
57
987
130
3853
811
672

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
363
162
129
52
866
77
2720
754
593

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
2
20
2
10
14
69
42
8
13

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
57
25
16
8
172
17
910
197
78

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
37
21
5
2
144
7
416
173
78

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
54
19
220
300
19
143
119
14
-

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
55
28
16
15
177
20
1037
101

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
41
24
5
5
150
8
549
77

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
33
15
221
173
18
159
89
31

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
40
16
10
10
111
11
651
112
56

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
26
14
3
4
96
6
295
99
58

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
54
14
233
150
16
83
121
13
-3

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

18

NOVEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


Coal India
Colgate
Container Corporat.
Corporation Bank
CPCL
Cummins India
Cyient
Dabur
Dr.Reddys Labs
Eicher Motors
EIH
Elecon Eng.
Elgi Equipments
Emami
Essar Oil
Ester Inds.
Eveready Inds.
Exide Inds.
Finolex Cables
Finolex Inds.
Force Motors
Foseco India
G E Shipping
GAIL (India)
GATI
GHCL
Glaxo. Consumer
Glaxo. Pharma
GMR Infra
Godrej Consumer
Godrej Inds.
Goldstone Infra.
Granules India
Grasim Inds.
Greaves Cotton
GSFC
Guj. Pipavav Port
Guj. State Pet.
Gujarat Fluorochem.
Gulf Oil Corp.
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

6316
14
195
168
149
55
56
176
85
27
114
22
16
23
1450
42
36
85
31
124
13
6
151
1268
18
100
42
85
530
34
34
14
20
92
49
80
483
563
11
10
10
158
11
315
502
419
23
7
49
207
845
19
339
216
1161
1604
3599
1594

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
230
999
867
11436
16503
267
578
404
469
8575
3630
115
51803
8105
15802
7903
8798
2226

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
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
226
713
703
10039
13071
250
506
361
503
7997
3007
100
59237
7716
14617
7233
7561
2123

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
2
40
23
14
26
7
14
12
-7
7
21
15
-13
5
8
9
16
5

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
33
173
53
2449
4850
189
20
59
64
545
1487
10
2312
1432
5038
1138
1712
1921

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
28
-245
18
2125
3844
235
10
46
43
561
1150
5
0.18
1250
4517
928
1349
1864

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
18
194
15
26
-20
100
28
49
-3
29
100
15
12
23
27
3

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
33
-32
64
2472
72
25
69
53
470
2222
16
3171
1625
2949
409

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
28
-365
26
2137
81
15
56
36
627
2062
11
658
1552
2276
548

-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
17
145
16
-12
71
22
46
-25
8
41
382
5
30
-25

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
20
-124
29
2204
2696
59
11
39
41
107
1921
7
1588
1059
2976
135
931
254

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
18
-281
7
1873
2233
58
5
31
22
328
1618
3
46
1057
2655
106
728
482

-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
11
314
18
21
2
120
26
86
-67
19
133
3352
12
27
28
-47

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

19

NOVEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


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
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
Karnataka Bank
Karur Vysya Bank
Kaveri Seed Co.
KEC International
KEI Industries
Kitex Garments
Kotak Mahindra Bk
L&T
L&T Fin Holdings
La Opala RG
Lakshmi Vilas Bank
LIC Housing Fin
LMW
LT Foods
Lumax Inds.
Lupin
M&M Financial
Manali Petro.
Manpasand Bev.
Marico
Maruti Suzuki
Mayur Uni.
MindTree
Mirza International
Motherson Sumi
MRF
MRPL
Muthoot Finance

9
1662
31
62
31
71
58
480
140
531
120
1144
222
19
40
2428
802
48
65
40
114
42
61
45
79
70
18
38
16
22
188
122
14
51
15
5
456
186
1721
11
179
101
11
26
9
90
113
86
38
65
151
23
84
19
88
4
1753
398

154
886
109
961
708
1829
96
4495
902
3448
172
14354
636
285
299
101307
8588
1888
481
290
5220
721
1912
1760
383
169
414
623
549
83
1348
1519
664
1878
518
109
4584
20252
1718
52
693
2946
564
755
318
3150
1505
170
155
1783
13425
129
982
250
9385
3539
11317
1140

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
131
726
90
790
731
1364
82
4144
869
2874
145
12770
304
252
285
124957
9293
1899
440
235
4686
667
1149
1854
262
135
385
594
502
91
1254
1462
827
1721
393
103
2686
18975
1438
42
585
2509
572
675
275
3341
1377
163
126
1623
11428
125
844
212
8392
3337
15744
1088

18
22
21
22
-3
34
17
8
4
20
19
12
109
13
5
-19
-8
-1
9
23
11
8
66
-5
46
25
8
5
9
-9
8
4
-20
9
32
6
71
7
19
24
18
17
-1
12
16
-6
9
4
23
10
17
3
16
18
12
6
-28
5

11
250
21
590
57
1635
55
709
158
923
19
3447
80
31
20
8957
3128
458
112
20
162
141
194
254
266
42
50
85
76
9
239
296
220
118
49
25
597
1668
1219
12
110
559
42
84
17
716
855
20
22
305
1518
28
141
37
598
694
573
848

5
209
10
469
24
1200
47
607
172
749
44
3211
43
32
16
2202
2994
448
83
12
-117
60
100
153
161
28
44
69
68
5
188
213
230
81
32
22
666
1704
1067
9
70
454
42
75
7
1006
880
12
18
246
803
22
146
24
508
383
-242
804

120
20
110
26
138
36
17
17
-8
23
-57
7
86
-3
25
307
4
2
35
67
135
94
66
65
50
14
23
12
80
27
39
-4
46
53
14
-10
-2
14
33
57
23
12
143
-29
-3
67
22
24
89
27
-3
54
18
81
5

15
152
29
204
30
697
38
198
45
75
27
27
10343
3690
136
27
410
153
213
227
151
56
59
111
87
11
228
73
23
31
1841
296
15
581
89
55
24
890
181
24
30
353
2342
32
34
765
792
658
297

10
144
19
159
24
541
42
207
61
33
24
21
5045
3598
106
15
-31
74
137
123
88
44
51
94
74
8
236
37
12
26
2263
410
11
491
92
46
14
1141
274
15
22
278
1586
25
21
624
456
21
293

56
6
51
28
23
29
-9
-4
-27
127
13
26
105
3
29
86
107
56
85
71
27
17
18
17
37
-3
96
90
20
-19
-28
42
19
-3
19
71
-22
-34
57
38
27
48
30
59
23
74
3106
1

7
102
16
108
8
511
27
215
102
525
29
3030
51
20
8
6436
2265
159
180
13
222
107
104
118
72
33
45
50
46
6
109
135
218
30
12
16
190
606
192
9
40
382
44
27
11
525
107
15
16
238
1193
19
138
18
266
447
406
183

4
94
10
94
1
424
27
207
114
421
40
2886
23
17
4
2523
2361
130
55
5
-218
49
55
55
58
28
42
39
39
3
122
122
230
11
4
14
430
967
286
6
28
322
49
21
5
625
170
7
14
185
762
15
129
10
164
230
-36
180

75
9
60
15
700
21
4
-11
25
-28
5
122
18
100
155
-4
22
227
160
118
89
115
24
18
7
28
18
100
-11
11
-5
173
200
14
-56
-37
-33
50
43
19
-10
29
120
-16
-37
114
14
29
57
27
7
80
62
94
2

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

20

NOVEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


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
Pfizer
46
Pincon Spirit
10
PNB
371
Pokarna
6
Power Finance
1320
Power Grid
5232
Pressman Adv
5
PTC India Fin.
562
PVR
42
R P P Infra.
23
R Systems
13
Rajesh Exports
30
Ramakrishna For.
27
Rane Holdings
14
REC
987
Reliance Cap.
253
Reliance Comm.
1244
Reliance Power
2805
Religare Ent.
178
Renaissance Jew.
19
Repco Home Fin.
62
RIL
3236
Sasken Comm.
21
Savita Oil Tech.
15
SBI
757
Shilpi Cable
103
Shipping Corp.
466
Shree Cement
35
Shriram Trans.
227
Siemens
71
Sintex Industries
44
SJVN
4137
Skipper
10
SKS Microfinance
126
SML Isuzu
14
SMS Pharma
8
Sonata Software
11
South Indian Bank
135

224
2016
158
123
2007
362
196
224
17085
5569
210
679
90
22825
1057
555
447
312
500
8377
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

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
210
1810
96
103
2055
332
133
209
18337
5576
175
542
54
21851
1073
471
384
332
435
10161
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

7
11
65
19
-2
9
47
7
-7
20
25
67
4
-1
18
16
-6
15
-18
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

45
156
33
16
895
54
28
0.35
2200
1044
115
94
15
7548
459
124
96
26
74
281
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

46
129
-11
10
962
43
16
-4.02
2419
1142
87
66
8
6302
467
98
85
22
72
281
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

-2
21
60
-7
26
75
-9
-9
32
42
88
20
-2
27
13
18
3
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

51
93
32
15
1327
104
28
21
2946
133
112
14
11386
524
142
102
17
117
333
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

52
37
-12
9
1158
70
18
22
3399
103
90
6
9759
636
114
86
15
118
315
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

-2
148
74
15
49
54
-1
-13
29
24
122
17
-18
25
18
12
-1
6
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

28
3
20
7
767
72
12
13
2135
258
80
49
8
5460
329
87
63
7
67
248
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

33
-21
-19
3
616
45
9
14
2201
365
64
36
5
4782
394
72
54
6
69
157
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

-15
133
25
60
33
-7
-3
-29
25
36
60
14
-17
21
17
17
-3
58
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

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

21

NOVEMBER, 2015

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


Srikalahasthi Pipes
40
Star Ferro
22
State Bk of Mysore
48
State Bank of Trav.
71
Sterlite Technologies
79
Sumeet Inds.
58
Sun Pharma
241
Sun TV
197
Sundaram Clayton
10
Sundaram Finance
111
Supreme Infra.
26
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
Welspun India
100
Wipro
494
Yes Bank
418
Zee Entertainment
96
Zensar Tech.
44
Zicom Electronic
20
Zydus Wellness
39

256
409
1952
2652
975
274
6758
691
345
555
436
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
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
217
323
1868
2644
564
296
6341
634
316
541
381
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
1177
11246
3093
1055
612
221
101

18
27
5
73
-7
7
9
9
3
14
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
18
10
23
27
15
16
3

56
80
270
465
86
16
1610
279
16
418
69
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
281
2402
908
294
98
27
15

29
59
303
281
42
15
1703
229
14
417
54
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
204
2377
632
290
73
23
13

93
36
-11
65
105
7
-5
22
14
28
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
38
1
44
1
34
17
15

53
103
57
12
1147
431
53
165
18
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
328
3135
378
120
21
24

25
90
42
15
1733
387
39
200
27
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
234
2996
346
88
18
21

111
15
38
-22
-34
11
35
-18
-33
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
41
5
9
36
17
12

34
42
94
81
20
5
479
197
34
99
7
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
163
2188
551
242
76
10
20

13
24
75
50
9
6
1205
166
23
122
11
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
105
2103
432
210
56
9
17

162
75
25
62
122
-17
-60
19
48
-19
-36
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
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

22

NOVEMBER, 2015

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.)
26.10.15

BV
(Rs.)

P/BV

11

808

13

1840

154

165

108

96

128.33

12320

717

17.18

130

12868

11

26516

3688

2325

1416

109

19.96

2176

989

2.20

Akzo Nobel (10)

47

919

20

2527

209

275

186

40

34.68

1387

197

7.04

Alembic Pharma (2)

38

885

32

2056

359

283

15

45.13

677

47

14.40

Allcargo Log. (2)

25

1793

13

5629

318

317

240

19

16.68

317

142

2.23

Amara Raja Batt (1)

17

1700

24

4230

594

610

411

24

40.88

981

100

9.81

Amrutanjan (2)

95

16

167

21

24

15

10

43.10

431

65

6.63

Asian Paints (1)

96

4742

29

14183

1969

2077

1395

15

54.53

818

49

16.69

Aditya B. Nuvo (10)

Astra Mic. (2)

16

290

21

634

85

81

61

19.29

135

35

3.86

Aurobindo (1)

29

5156

31

12121

2231

2168

1576

54

15.43

833

177

4.71

Axis Bank (2)

474

44677

16

43844

13385

11057

7358

31

16.81

521

188

2.77

Bajaj Auto (10)

289

10692

26

21612

3849

4085

2814

97

26.56

2576

370

6.96

Bajaj Finance (10)

50

4810

19

5382

3569

1357

898

179

29.65

5308

959

5.53

Bajaj Finserv (5)

80

10961

15

7587

5472

3246

1690

106

17.98

1906

689

2.77

Bajaj Holdings (10)

111

13393

15

524

478

513

2029

182

8.93

1625

1203

1.35

Bank of Baroda (2)

444

38848

47366

9915

5421

3398

15

11.47

172

175

0.98

Bank of India (10)

666

26494

47853

7488

1795

1709

26

5.27

137

398

0.34

Bharat Forge (2)

47

3444

22

7625

1078

1122

764

33

27.33

902

148

6.09

Biocon (5)

100

3270

15

3090

475

624

497

25

17.84

446

163

2.74

BPCL (10)

723

22549

21

242599

6751

7690

4807

66

13.70

904

312

2.90

Britannia Inds (2)

24

1242

55

7858

719

950

689

57

56.21

3204

104

30.81

Cadila Health (5)

102

4252

27

8651

1468

1446

1151

56

7.63

427

208

2.05

1875

58870

14646

5953

5109

4480

24

6.58

158

314

0.50

Can Fin Homes (10)

27

771

11

817

748

137

86

32

30.81

986

290

3.40

CARE (10)

Cairn India (10)

29

359

38

261

154

197

138

48

29.15

1399

124

11.28

Cera Sanitary (5)

352

19

822

102

101

68

52

38.17

1985

271

7.32

Chola Invest. (10)

144

2674

17

3689

666

666

444

31

19.42

602

186

3.24

60

2696

15

3103

693

521

395

12.57

88

45

1.96

6316

40353

34

74120

15016

21584

13727

22

15.14

333

64

5.20

14

770

73

3982

747

780

559

41

22.83

936

57

16.42

195

7587

14

6149

991

1318

1055

54

24.93

1346

389

3.46

55

2887

27

4406

655

937

786

28

37.93

1062

104

10.21

City Union Bank (1)


Coal India (10)
Colgate (1)
Container Corp (10)
Cummins India (2)
CYIENT (5)

56

1844

19

2736

330

446

353

31

17.32

537

164

3.27

Dabur India (1)

176

3354

32

7827

1201

1319

1066

44.50

267

19

14.05

DCB Bank (10)

282

1534

12

1588

277

208

191

12.86

90

54

1.67

Dewan Hsg (10)

146

4636

13

5982

943

621

43

5.37

231

318

0.73

Dr.Reddys Labs (5)

85

11130

20

14819

2629

2816

2218

130

32.32

4201

653

6.43

Emami (1)

23

1231

39

2217

506

592

486

21

51.38

1079

54

19.98

168

2632

12

1741

204

477

313

22.44

202

78

2.59

Engineers India (5)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

23

NOVEMBER, 2015

STOCK VALUATIONS

STOCK VALUATIONS
Year ended 31st March, 2015

Company/ Bank Equity


(Face Value) (Rs. crs)
Federal Bank (2)

Networth
(Rs. crs)

RoNW
(%)

TO/ TI
(Rs. crs)

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

EPS
(Rs.)

P/E Ratio

MP
(Rs.)
26.10.15

BV
(Rs.)

P/BV

171

7733

13

8298

1628

1521

1006

12

4.75

57

90

0.63

13

1317

2364

66

125

101

77

46.92

3613

999

3.62

1268

34023

60704

4218

4492

3071

24

13.71

329

268

1.23

G E Shipping (10)

151

7431

10

3438

798

748

50

7.36

368

493

0.75

Glaxo Pharma (10)

85

1852

25

3288

602

749

472

56

58.91

3299

219

15.06

Godrej Con. (1)

34

4311

21

8276

1278

1249

907

27

47.63

1286

127

10.13

Godrej Inds (1)

34

3227

12

9231

388

519

402

12

31.92

383

96

3.99

Granules India (1)

20

431

21

1293

156

128

91

36.25

145

21

6.90

Grasim Inds (10)

92

23081

32847

3581

3443

1744

190

19.42

3690

2512

1.47

Gruh Finance (2)

73

711

29

1060

301

204

43.00

258

20

12.90

Gujarat Fluro. (1)

11

4180

14

5341

750

826

585

53

12.66

671

380

1.77

Force Motors (10)


GAIL (10)

HDFC (2)

315

45072

19

48316

10042

10117

8763

56

23.45

1313

286

4.59

HDFC Bank (2)

501

62009

16

57466

17404

15329

10216

41

26.88

1102

247

4.46

Hindustan Zinc (2)

845

43353

19

14788

6775

9570

8178

19

8.26

157

103

1.52

14

1323

1981

207

134

85

12

25.33

304

183

1.66

HSIL (2)
HUL (1)

216

4021

109

31972

5091

6320

4363

20

40.45

809

19

42.58

1160

80422

14

61267

19720

15820

11175

19

15.00

285

139

2.05

10

429

15

322

89

100

65

65

60.48

3931

429

9.16

Idea Cellular (10)

3598

23027

14

31571

5508

4933

3193

15.78

142

64

2.22

IDFC (10)

ICICI Bank (2)


ICRA (10)

1593

17275

10

9640

7921

2346

1707

11

5.45

60

108

0.56

Indra. Gas (10)

140

2098

21

3681

644

649

438

31

15.90

493

150

3.29

IndusInd Bank (10)

529

10254

17

12096

3098

2709

1794

34

28.18

958

194

4.94

13

293

19

964

97

64

55

43

9.16

394

231

1.71

Insecticides Ind (10)


Inox Wind (10)

222

1392

21

2710

437

389

296

13

30.00

390

63

6.19

ITC (1)

802

31679

31

38835

13174

14362

9663

12

29.75

357

40

8.93

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

30.67

644

231

2.79

JK Tyre (2)

45

1401

24

7384

773

486

330

15

7.00

105

62

1.69

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

12.28

909

920

0.99

Jyothy Labs (1)

18

780

16

1515

130

125

121

44.57

312

43

7.26

Kajaria Ceram. (2)

16

741

24

2187

298

270

176

22

40.45

890

93

9.57

Kaveri Seed (2)

14

754

40

1161

295

310

301

44

11.75

517

109

4.74

Kotak Mah. Bank (5)

386

22138

14

21423

4756

4550

3045

39

16.97

662

287

2.31

L&T (2)

186

40894

12

92005

8713

7217

4765

51

29.57

1508

440

3.43

LIC Housing (2)

101

7818

18

10669

1973

2102

1386

27

18.11

489

155

3.15

LMW (10)

11

1282

17

2488

211

301

220

195

18.45

3597

1137

3.16

Lupin (2)

90

8874

27

12770

3185

3415

2403

53

38.72

2052

197

10.42

113

5943

15

6021

4003

1400

913

16

14.50

232

105

2.21

M&M Fin. Ser. (2)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

24

NOVEMBER, 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.)
26.10.15

BV
(Rs.)

P/BV

Magma Fincorp (2)

38

1655

11

2354

1424

223

181

10.00

90

87

1.03

Marico (1)

65

1825

31

5733

786

822

573

43.22

389

28

13.89

151

20978

18

49971

4243

4868

3711

123

35.65

4385

694

6.32

MCX (10)

51

1202

10

222

62

170

125

25

36.44

911

236

3.86

MindTree (10)

84

2012

27

3562

607

691

536

64

23.69

1516

240

6.32

MM Forgings (10)

12

238

21

503

75

69

51

42

12.88

541

197

2.75

Motherson Sumi (1)

88

3314

26

35032

2282

1817

862

10

24.50

245

38

6.45

Nandan Denim (10)

46

259

20

1097

106

71

51

11

12.27

135

57

2.37

Natco Pharma (10)

33

846

16

825

166

134

135

41

62.61

2567

255

10.07

NMDC (1)

396

32257

20

12365

7593

9747

6401

16

6.13

98

81

1.21

NTPC (10)

8245

82094

12

80622

11948

10456

9986

12

11.08

133

100

1.33

328

4634

923

473

498

317

10

27.10

271

141

1.92

4278

178916

10

160895

24305

27370

18334

21

12.19

256

209

1.22

Page Inds (10)

11

387

51

1543

301

293

196

176

81.81

14398

347

41.49

Persistent Sys. (10)

80

1406

21

1891

296

390

291

36

18.58

669

176

3.80

179

1990

19

6349

701

539

378

21

18.90

397

111

3.58

Pennar Inds. (5)

60

402

1446

118

67

36

16.67

50

33

1.52

P I Industries (1)

14

896

27

1940

323

355

246

18

37.83

681

66

10.32

371

34496

52206

11955

3957

3062

17

7.88

134

186

0.72

5232

38439

13

17659

9906

6399

5046

10

13.60

136

73

1.86

REC (10)

987

25073

21

20384

7386

7552

5344

54

4.67

252

254

0.99

Reliance Cap (10)

253

13324

8787

3799

1231

1001

40

10.38

415

527

0.79

Reliance Infra (10)

263

26172

17198

2078

1384

1800

68

5.65

384

68

5.65

RIL (10)

3236

217948

11

375435

25817

30996

23566

73

12.92

943

674

1.40

SAIL (10)

4131

43588

45844

2859

2393

2118

11.20

56

106

0.53

SBI (1)

747

128438

10

174973

38914

19314

13102

18

13.94

251

172

1.46

Shilpi Cable (10)

103

519

31

3213

252

178

160

16

4.00

64

51

1.25

Shriram City (10)

66

4216

14

3562

2172

867

571

87

21.41

1863

642

2.90

227

9266

11

9177

6322

1650

1028

45

8.25

945

408

2.32

Sintex Inds. (1)

42

4698

11

7035

950

713

529

12

17.44

99

111

0.89

Skipper (1)

10

320

28

1313

193

137

89

27.33

157

31

5.06

126

1046

18

724

394

194

188

15

51.62

410

83

4.94

14

303

12

1106

46

49

37

26

18.69

1342

209

6.42

259

14

579

69

67

35

42

11.92

785

306

2.57

Sonata Soft. (1)

11

428

31

1682

165

182

134

13

40.41

155

41

3.78

Sun Pharma (1)

207

26459

17

27433

6769

6404

4541

22

17.44

889

128

6.95

10

1235

17

11340

478

478

212

105

28.58

1831

610

3.00

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)
SMS Pharma (10)

Sundaram Clay (5)

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

25

NOVEMBER, 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.)
26.10.15

BV
(Rs.)

P/BV

Sundaram Fin. (10)

111

3750

15

4238

2585

860

576

52

28.58

1486

338

4.40

Sutlej Textiles (10)

16

558

21

1878

162

148

115

70

6.34

444

341

1.30

Suven Life (1)

13

559

19

521

159

152

109

31.78

286

44

6.50

Tata Coffee (1)

19

793

15

1691

290

266

120

14.83

89

42

2.12

Tata Global (1)

63

5452

7993

642

500

248

34.75

139

86

1.62

Tata Motors (2)

644

56239

25

262796

25850

21703

13986

43

8.95

385

175

2.20

TCS (1)

196

50635

39

94648

22683

26298

19852

101

25.12

2537

259

9.80

Tech Mahindra (5)

480

12127

22

22621

3541

3618

2628

27

20.11

543

126

4.31

Thermax (2)

24

2267

15

4697

406

497

336

28

31.32

877

190

4.62

Torrent Pharma (5)

85

2491

30

4653

829

940

751

44

35.73

1572

147

10.69

Torrent Power (10)

472

6556

10423

1386

740

360

22.25

178

139

1.28

TTK Prestige (10)

12

644

14

1388

130

133

92

79

51.91

4101

553

7.42

Tube Inv. (2)

37

2328

18

9698

1064

1003

424

23

18.39

423

124

3.41

TVS Motor (1)


UltraTech Cem. (10)
UPL (2)

48

1645

21

10098

451

456

348

35.00

245

35

7.00

274

19041

11

24349

3222

2986

2098

76

37.43

2845

694

4.10

86

5860

20

12091

1938

1410

1144

27

16.59

448

137

3.27

Voltas (1)

33

2102

18

5183

382

514

384

12

24.58

295

64

4.61

Wipro (2)

494

40798

21

47318

9542

11168

8653

35

16.26

569

165

3.45

Yes Bank (10)

418

11680

17

13618

3250

2910

2005

48

15.54

746

280

2.66

Zensar Tech. (10)

44

1157

23

2656

350

366

265

60

15.40

924

261

3.54

Zicom Elect. (10)

20

364

14

1108

109

60

51

25

5.32

133

180

0.74

Zydus Well. (10)

39

406

27

431

92

120

109

28

31.04

869

104

8.36

Year ended 30th June, 2014


Gillette India (10)

33

643

1750

49

81

51

16

312.19

4995

197

25.36

P&G (10)

32

1003

30

2051

386

460

302

93

66.11

6148

309

19.90

Shree Cement (10)

35

4711

17

5887

840

815

787

226

56.36

12738

1352

9.42

Supreme Inds (2)

25

1038

27

3962

414

283

22

28.32

623

82

7.60

233

42

466

136

136

99

28

75.54

2115

67

31.57

Symphony (2)

Year ended 30th Sept., 2014


MRF (10)
Siemens (2)

4518

20

13198

1505

1339

898

2118

19.94

71

4375

14

10663

365

844

603

17

81.59

42237 10655
1387

123

3.96
11.28

Year ended 31st Dec., 2014

ABB India (2)

42

2812

7733

443

355

229

Ambuja Cem. (2)

310

10103

15

9978

1419

1783

1496

10

20.90

209

65

3.22

Castrol India (5)

247

497

96

3392

681

726

475

10

46.60

466

10

46.60

98

25

263

35

38

25

38

36.53

1388

153

9.07

Foseco (10)

11

115.00

1265

133

9.51

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

26

NOVEMBER, 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.) (%) 15.10.15 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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

27

11483
1129
238
222
26
2153
545
18
127
1400
308
723
78
318
524
993
935
210
461
70
106
274
545
1442
191
52
38
291
159
129
95
166
144
870
132
127
33
457
792
3274
32
499
2451
252
4984
1747
1575
136
570
180
143
35
188

119.45
104.73
2.52
13.93
24.53
19.79
55.05
8.49
5.80
35.06
12.78
48.17
7.18
16.71
111.25
41.27
10.74
21.74
38.94
6.61
4.87
20.04
57.89
9.95
4.77
9.07
22.03
101.27
8.94
80.51
32.17
10.96
59.83
7.97
17.12
5.56
25.23
14.68
25.50
16.16
16.08
25.21
27.84
16.45
8.64
12.12
11.02
11.75
5.57
8.25
23.07

3
3
3
3
6
3
3
9
3
3
6
3
6
3
3
3
3
3
6
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
6
6
6
3
3
3
3
6
6

1506
1506
1506
1506
1503
1503
1506
1509
1506
1506
1509
1506
1509
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1503
1506
1506
1506
1506
1506
1506
1509
1509
1509
1503
1503
1506
1506
1509
1509

518.59
1931.62
981.54
287.99
971.99
31.24
6820.5
924.20
93.28
47.90
1314.91
84.94
1592.10
5396.44
1477.91
811.53
1144.97
124.22
4973.53
29.10
4529.23
185.30
218.40
965.06
1264.96
2845.35
59.85
197.43
1876.93
536.99
58.02
3841.2
630.23
23.40
7402.83
90.05
205.67
217.79
122.48
3320.4
603.41
140.44
24235.4

59.34
112.54
424.59
59.85
252.99
-0.19
1121.4
123.00
12.82
5.97
106.73
5.61
478.09
1241.5
100.63
41.42
175.18
17.42
587.47
1.48
825.49
-5.05
31.72
47.57
136.02
413.94
4.87
52.96
163.79
67.26
8.95
284.38
126.13
3.89
1164.1
8.54
32.96
16.86
13.58
635.54
61.55
16.85
7720.0

60.67
88.93
199.12
35.12
219.48
0.96
665.93
99.18
11.10
5.10
128.39
5.05
450.66
386.71
95.96
29.96
178.90
16.03
735.34
2.59
322.52
-9.40
11.89
32.99
113.36
415.05
1.95
5.12
83.22
30.73
7.64
234.91
21.13
1.55
1276.9
7.92
29.68
5.76
13.71
618.22
68.79
17.49
5891.1

39.50
57.45
135.36
20.36
144.38
0.96
396.66
92.05
11.10
3.24
86.29
2.79
358.77
146.86
75.10
19.58
122.09
12.07
544.04
1.70
202.52
1.00
7.70
21.85
90.84
290.60
1.42
4.36
58.04
19.14
5.04
159.32
12.38
0.01
854.18
4.44
23.02
4.56
8.63
432.44
45.71
11.93
3894.1

6
3
6
6
6
3
3
3
3
3
3

1509
1506
1509
1509
1509
1506
1506
1506
1506
1506
1506

11711.3 2300.2
1009.09 53.27
3326.14 2191.8
4435.49 3176.42
273.35 250.46
159.64 24.59
749.14 42.74
12243.7 2201.9
11659.2 1704.2
3526.1 609.77
176.40 17.78

2889.4
34.67
850.39
1822.9
253.25
19.54
51.97
1602.2
189.48
125.86
8.80

1947.9
20.34
555.02
908.03
1180.95
12.82
33.24
1052.2
129.72
59.44
5.99

2.00
2.00

1.00
2.00
5.00

2.00
2.00
2.00
1.00
2.00
2.00

5.00
1.00

1.00
1.00
5.00
1.00
2.00
2.00
5.00
1.00
1.00
2.00

2.00
5.00
2.00
2.00

NOVEMBER, 2015

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.)

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

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

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

28

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

527 14.65 3 1506 680.46 70.50 74.35 92.20


1225 862.68 3 1503 1279.33 149.55 169.00 168.85
227 59.42 3 1506 1121.19 125.22 122.46 77.30 2.00
119 20.38 3 1506 894.07 72.62 17.50 11.44
123 24.65 3 1503 58.36 1.63 0.72 0.60
21 65.63 3 1506 68.68 1.41 0.96 0.77 2.00
1183 8.11 3 1506 1095.33 -45.75 79.76 60.70
885 28.66 3 1506 1128.54 281.82 289.36 195.32 2.00
212 36.55 3 1506 4361.68 -451.83 37.30 33.89 2.00
440 17.69 6 1509 1670.19 292.43 640.20 432.21 5.00
444 19.49 3 1503 797.15 8.12 35.25 28.46
21133 49.61 3 1506 2557.93 410.08 516.65 343.74
893 12.70 3 1506 51966.1 3280.8 3496.2 2376.2
156 18.46 3 1506 353.39 80.32 39.94 24.32
3179 55.37 3 1506 2018.6 261.08 278.40 189.66 2.00
75 12.82 3 1503 23.51 1.77 2.72 2.34
26 15.20 3 1506 970.33 72.95 33.66 23.65 1.00
172 108.86 3 1506 234.43 12.71 6.18 4.17
421 7.49 6 1509 4960.12 1075.9 1091.9 744.30 5.00
160 6.70 6 1509 4869.25 480.11 1517.4 1507.7
302 5.31 3 1506 12252.6 2003.6 643.84 478.84
1000 30.86 6 1509 505.91 462.72 106.74 67.48
59 33.33 3 1506 31.70 2.36 1.30 1.24
1336 78.08 3 1506 48.01 8.01 8.81 6.98
- 3 1506 495.79 56.57 57.45 33.25 1.00
1319 27.25 3 1506 48.44 23.09 26.02 17.49
436 45.46 6 1506 1722.80 446.40 504.60 331.20 5.00
224 31.73 6 1509 454.70 83.17 79.78 59.48 2.00
87 23.77 3 1506 7098.99 893.23 312.48 203.60
760 22.04 3 1503 124.28 18.03 21.71 13.71
207 12.37 3 1506 303.29 30.74 20.55 13.63
185 27.29 3 1506 370.92 56.68 44.75 39.69 1.00
2041 39.21 6 1509 419.56 49.77 51.57 33.55 5.00
574 10.94 3 1506 1704.00 295.00 200.00 152.00
209 9.82 3 1506 130.74 16.04 15.42 10.18
225
- 3 1506 9053.43 1000.7 923.51 923.51
548 7.15 3 1506 57.42 8.36 13.61 10.36
619 20.03 6 1509 2005.89 356.20 356.69 232.83
448 43.12 3 1506 130.34 17.14 17.38 10.72
671 45.62 3 1506 3852.77 910.20 907.77 650.61 2.00
89 13.44 3 1506 810.93 197.16 152.06 111.56 1.00
- 3 1506 672.24 77.84 86.73 56.28
341 15.69 3 1506 19518.1 4386.7 5807.2 3764.4
907 22.07 3 1506 190.15 176.55 153.98 114.28 1.00
1489 27.71 6 1509 2922.79 425.75 591.36 439.81
190 13.78 6 1509 5745.60 351.68 282.02 187.94 1.00
45 6.46 3 1506 5334.60 808.50 187.12 204.26 2.00
235 43.36 3 1506 683.61 318.71 259.02 134.52 5.00
1054 37.18 3 1506 1314.31 197.62 257.45 210.73 2.00
626 19.92 6 1509 1497.95 171.80 219.88 173.35 5.00
272 44.81 3 1506 2069.49 289.11 325.27 261.11 1.00
71 14.06 6 1509
7.07 1.59 2.27 1.64
306 17.76 3 1506 473.36 101.06 105.75 66.46
92 13.57 3 1503 425.12 68.00 53.69 62.95
116 8.98 3 1506 1805.9 155.19 139.37 122.62 2.00
NOVEMBER, 2015

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.) (%) 15.10.15 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

504 17.75 3 1506 158.76 23.35 18.45 13.92


43 9.09 3 1506 2914.87 226.30 -98.45 15.16
235 5.51 6 1509 3464.82
538.68 353.64
30
- 3 1506 331.45 12.58 -22.71 -22.71
4207 32.32 3 1506 3757.8 771.17 797.72 625.65 5.00
18311 80.64 6 1506 5484.70 641.41 678.94 417.12
163 24.55 3 1503 3685.04 241.19 190.81 137.56 1.00
108 63.91 3 1506 302.42 11.04 23.66 19.86 2.00
3 1.47 3 1506 479.03 45.53 17.10 11.88 1.00
75 50.00 3 1506 257.14 14.48 2.92 4.13 2.00
148 48.84 3 1506 326.51 21.04 20.34 13.73 1.00
1080 50.49 3 1506 589.87 77.19 91.34 87.75 1.00
213 23.30 3 1506 390.51 19.87 88.52 56.80 5.00
689 30.99 3 1406 101.56 27.19 36.39 25.88
- 6 1503 229.18 59.59 55.46 36.68
358 30.68 3 1506 184.61 25.02 9.74 7.04
192 18.23 3 1506 16340.0 1560.0 1063.0 1063.0
67 109.84 3 1506 210.97 14.77 5.76 3.84 5.00
303 44.89 3 1506 348.16 29.61 22.54 15.89 5.00
151 23.52 3 1506 1799.53 229.21 232.10 155.20 1.00
64 5.45 6 1509 4191.62 703.78 463.40 302.67 2.00
256 19.71 3 1506 588.29 59.89 65.34 48.02 2.00
291 75.58 3 1506 633.36 114.87 101.86 70.26
29 8.24 3 1506 746.94 72.47 62.82 56.41
1491
- 3 1506 64.96 2.94 -1.11 -1.11
3407 44.30 6 1509 1403.25 77.94 108.52 78.24
162
- 3 1506 1049.29
83.34 87.28
46 11.17 3 1503 30.46 1.62 3.41 2.24
1376 35.76 9 1509 219.17 35.49 37.01 24.24
325 13.56 3 1506 12565.3 736.14 651.14 424.14
417 43.44 6 1509 246.30 20.69 17.35 16.31
24 5.76 6 1509 346.12 24.63 21.18 20.15
352 17.89 3 1506 239.32 22.75 21.66 14.62
166 35.24 3 1506 416.24 20.88 13.65 7.83 2.00
652 89.44 3 1506 405.09 48.24 16.32 10.69
358 7.21 3 1506 946.54 343.01 353.48 323.67
43 12.87 3 1503 77.57 22.28 26.50 17.26 1.00
137 16.00 3 1506 297.56 18.24 33.28 19.13 2.00
135 7.37 3 1506 586.86 130.68 75.33 61.33
210 10.98 3 1503 198.93 38.13 38.13 26.66
21 19.09 3 1503 226.96 15.93 3.11 1.55
6002 43.25 3 1506 1045.0 183.54 238.25 155.01
3305 59.36 3 1506 628.31 105.09 142.58 93.28
61 24.90 3 1503 152.66 7.43 6.80 3.57
14
- 3 1506 2966.01 400.90 -357.54 -429.45 1.00
1225 45.97 3 1506 2097.66 291.70 268.56 199.23 1.00
364 30.38 3 1506 2510.67 117.81 113.59 94.32 1.00
17 12.50 3 1506 22.32 3.18 1.88 1.55 4.00
153 34.38 3 1506 345.94 47.10 40.92 27.15 1.00
77 18.29 3 1506 322.50 22.11 24.58 16.33 2.00
3645 19.20 3 1506 8599.1 1014.0 956.64 484.67
125 37.43 3 1506 380.66 51.02 65.68 43.34 2.00
1007 19.96 3 1506 380.85 43.87 36.19 26.70 5.00
267 47.59 3 1503 304.99
104.89 74.06 2.00
169 5.45 3 1506 475.15 52.18 56.51 43.99.
- 3 1506 610.59 39.28 37.47 24.85 2.00
670 12.58 3 1506 1412.76 207.32 150.64 73.82 1.00
81 9.70 3 1503 247.98 80.86 58.08 15.97
NOVEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

29

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.) (%) 15.10.15 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
12239.97 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

75 4.77 3 1506 316.60 69.65 109.78 73.55 2.00


194 24.22 3 1506 184.68 74.58 80.42 80.42
69 6.87 6 1509 2846.66 313.24 341.44 243.54 2.00
126 17.28 3 1506 259.14 183.69 173.75 112.76
150 24.23 3 1506 26.71 2.89 7.89 5.34 2.00
486 31.11 3 1506 230.42 33.03 31.10 20.47 2.00
8
- 3 1506 999.03 173.13 -218.24 -123.92 1.00
410 113.89 3 1506 867.11 53.07 37.97 28.69 1.00
2585 42.57 3 1506 95.92 7.38 7.53 5.06
43 74.14 3 1506 304.21 23.12 8.91 6.71 1.00
1295 23.27 6 1509 23957.0 4884.9 4898.7 4310.8 2.00
1084 26.59 6 1509 33827.3 9892.8 8483.5 5565.2 2.00
77 14.75 3 1506 266.71 188.71 70.06 59.24
175 17.93 3 1503 290.03 18.03 6.76 4.01
408 33.39 6 1509 1165.29 46.13 40.68 26.01
664 77.48 6 1509 48.54 12.99 11.55 8.96
711 7.96 6 1509 622.46 59.55 58.58 39.06
18 11.76 6 1509 1212.89 159.29 184.07 184.07 1.00
229 23.63 6 1509 1001.24 126.50 84.64 82.37 5.00
88 19.64 3 1506 8575.3 545.35 138.09 107.19 1.00
792 39.70 3 1506 8105.1 1431.5 1549.8 1059.1 1.00
147 7.60 6 1509 7663.47 3476.5 4906.3 4206.1 2.00
293 29.87 3 1506 115.25 10.20 9.91 6.59
785 9.72 3 1506 51803.3 2312.3 2420.4 1588.0
306 25.89 3 1503 558.91 74.97 57.52 39.80 2.00
275 30.02 3 1506 544.84 39.03 20.63 19.92 2.00
286 14.84 3 1506 15802.5 5037.8 4082.4 2976.2 2.00
3906 59.68 3 1503 93.09 31.64 34.55 23.02
77 14.13 3 1506 7903.4 1138.2 259.45 135.18
152 17.14 6 1509 17487.4 3231.5 2679.6 1740.1
61 5.69 3 1506 2225.86 1921.1 402.56 254.21
416 25.03 3 1506 154.44 10.54 11.18 7.31
527 43.73 3 1506 352.00 10.53 13.54 10.54
25 7.96 3 1506 886.13 250.49 148.33 101.54
- 6 1503 91.78 36.19 35.22 27.03
615 38.46 3 1506 108.66 20.70 23.99 15.62
193 13.38 3 1506 961.16 589.57 187.69 107.65 2.00
745 13.93 6 1509 3813.97 3360.9 1433.6 1066.8 2.00
36 6.24 3 1506 96.11 54.52 32.32 27.31 2.00
12 3.43 3 1503 49.57 5.03 -4.30 2.38 2.00
84 87.50 3 1506 1075.45 143.97 40.10 40.10
93
- 3 1506 707.96 57.35 11.22 7.73
694 18.63 3 1506 128.91 8.32 9.26 6.16
- 3 1506 157.98 20.76 6.27 4.10 1.00
139 6.64 3 1506 4494.5 708.64 300.57 215.28
88 18.80 3 1506 1032.92 32.57 66.31 34.78
132 28.63 3 1503 403.19 49.51 34.24 13.15
403 18.55 3 1506 101306.8 8957.1 9199.9 6435.7
37
- 3 1506 6672.11 556.31 -107.26 14.76
635 25.39 3 1503 68.97 7.42 6.37 4.00
- 3 1506 84.68 8.41 10.24 6.54
485 15.51 3 1506 901.76 157.53 159.55 101.84
68 19.21 3 1506 187.57 14.97 13.24 8.00
958 28.28 6 1509 7066.4 1929.3 1647.8 1085.1
183 6.51 3 1506 469.55 26.56 30.53 25.49
796 398.0 3 1503 173.34 50.84 106.09 82.18
1097 10.18 6 1509 29989. 7441.0 8991.0 6429.0 5.00
787 37.57 3 1506 143.62 -2.19 11.46 7.71
NOVEMBER, 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.) (%) 15.10.15 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

387 28.97 6 1509 1644.05 209.23 190.12 139.63


428 9.89 3 1506 285.40 31.03 23.46 19.80
287
- 6 1509 560.40 19.13 6.13 1.58
231 10.04 3 1506 50.70 7.31 9.13 5.98
426 105.19 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
349 28.94 3 1506 8587.70 3127.6 3432.2 2265.4 1.00
90 8.58 3 1506 1888.35 458.31 245.44 158.76 1.00
145 14.93 3 1506 481.15 111.70 113.03 179.97 2.00
237 31.94 3 1506 290.07 19.95 18.74 12.82
114 15.99 3 1506 347.48 14.74 7.62 4.13 5.00
366
- 3 1506 5220.1 162.41 221.70 221.70
131 9.32 3 1503 116.53 11.06 19.55 11.88 5.00
71 7.85 3 1506 1912.22 194.06 154.70 104.22 2.00
75
- 3 1506 4426.32 271.08 -505.54 -339.26 1.00
495 14.58 3 1506 131.67 37.68 35.37 23.52
627 27.94 3 1506 813.72 50.87 -1.11 0.16
376 46.31 3 1506 590.75 50.68 -34.91 -23.48 5.00
42
- 3 1506 585.35 100.10 24.14 16.78
103 7.08 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
139 9.42 3 1506 112.39 6.47 6.81 4.45
88 10.69 3 1506 2106.99 618.85 423.91 277.45
944 28.55 3 1506
7.29 6.57 6.57 5.15
913 12.28 6 1509 22483.1 1735.8 139.93 10.14
1053 53.45 3 1506 168.62 41.69 48.81 33.17
312 46.64 6 1509 815.73 92.33 97.19 83.35 1.00
873 39.50 6 1509 1159.09 177.88 162.98 104.97 2.00
133 6.97 3 1506 301.64 48.00 45.09 28.89 5.00
53 15.14 3 1506 83.45 9.20 6.75 5.82 5.00
140 9.74 3 1506 64.75 10.43 8.09 5.49
132 5.51 3 1506 1348.17 239.02 123.17 109.34
429 11.24 6 1509 3088.77 650.97 407.30 276.80
475 10.87 3 1506 664.07 219.92 221.94 218.44 2.00
88 71.54 3 1506 207.25 46.14 34.18 34.18 1.00
148 23.64 3 1506 1877.96 118.15 50.38 30.39 2.00
109 24.60 3 1506 518.39 48.68 16.82 11.70 2.00
2135 39.74 6 1509 234.57 50.86 53.69 35.49
206 192.52 3 1506 368.98 3.39 5.67 7.33 2.00
57 15.88 6 1509 598.78 59.79 47.90 33.57 5.00
282 28.48 3 1506 581.50 26.46 45.56 35.89 2.00
483 34.60 3 1503 177.69 22.99 28.07 21.29
821 39.59 6 1509 243.33 64.33 67.87 43.13 1.00
653 27.03 3 1506 4583.9 596.97 291.66 189.78 5.00
206 8.31 3 1506 1148.65 27.30 24.99 16.61
773 16.78 3 1506 623.26 84.75 72.95 50.49
665 4.88 3 1506 215.40 3.29 3.33 2.18
552 73.40 3 1506 51.97 12.40 12.66 9.21 2.00
3565 19.37 3 1506 564.19 42.43 66.05 43.86
2314 37.54 3 1506 53.01 3.61 1.72 1.52 100.0
91 12.33 6 1509 1390.94 204.98 109.09 85.09
1561 30.45 3 1506 20252.2 1667.9 1218.62 606.19 2.00
69 13.88 6 1509 3511.01 2489.7 592.50 407.88
491 17.87 6 1509 6010.53 1178.9 1223.3 793.87 2.00
284 24.19 3 1506 65.51 11.19 16.63 12.22
190 6.93 3 1506 755.19 83.60 41.52 26.83
288 8.73 3 1506 219.73 12.58 12.85 8.23
465 26.24 3 1506 318.01 17.49 14.83 11.36
NOVEMBER, 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.) (%) 15.10.15 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

2099 39.26 6 1509 6471.49 1295.47 1385.7 933.86 2.00


26 3.62 3 1506 498.64 141.50 140.60 90.69 2.00
200 14.94 3 1503 21.45 8.45 8.42 5.69
71
- 3 1503 300.95 60.31 20.50 16.20 1.00
90 9.48 3 1506 606.17 353.79 57.22 45.22 2.00
102 8.60 3 1506 24.22 2.23 1.81 1.41
983 20.52 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
232 14.34 6 1509 3083.55 1808.6 422.67 264.53 2.00
420 46.77 6 1509 460.29 74.95 81.92 53.99
88 2.43 3 1503 208.66 7.60 7.60 10.04
35 18.23 6 1509 108.47 6.76 11.79 4.07 2.00
46 2.92 3 1506 296.65 38.81 31.56 26.97 2.00
28 10.94 3 1506 169.87 20.35 22.14 14.73 5.00
24 7.43 3 1506 539.04 326.02 91.88 59.30
223 33.23 3 1503 238.67 11.35 1.77 2.72
168 36.05 6 1509 142.12 12.28 8.45
45 14.20 3 1503 666.60 70.01 42.58 34.06
422 53.22 3 1506 154.88 21.56 17.53 15.72
400 44.99 3 1506 1783.22 304.68 331.97 237.83 1.00
4377 35.63 6 1509 27359.6 3117.4 3389.8 2418.5 5.00
431 28.32 3 1506 128.55 27.96 28.50 19.41 5.00
233 5.92 3 1506 612.91 62.26 37.29 29.92
932 38.01 3 1503 58.97 27.04 65.99 49.30
20 133.33 3 1503 45.33 7.65 12.21 13.81 2.00
78 10.01 3 1506 80.19 6.66 6.97 5.00
1404 21.91 6 1509 2150.90 325.90 382.10 296.40
136 24.64 3 1506 249.61 37.04 27.67 18.02 2.00
548 13.09 3 1506 124.15 17.79 16.67 12.92
218 8.56 3 1506 184.62 70.37 136.17 89.88
439 15.96 3 1506 68.88 2.58 2.77 1.48
252 25.77 3 1506 9384.80 598.48 530.31 265.76 1.00
407 12.68 6 1509 3053.87 406.46 474.64 340.98
801 24.27 6 1509 123.08 41.56 48.82 31.91
56
- 3 1506 11316.7 572.99 509.07 405.90
182 10.80 3 1506 1140.06 847.92 283.48 183.16
- 6 1503 1609.86 217.13 206.99 163.80
116 20.71 3 1506 513.06 48.82 35.13 26.38 5.00
129 11.44 3 1503 278.31 23.81 16.13 15.31
2589 63.91 3 1506 223.71 44.82 38.57 28.23
40 7.80 3 1506 1491.27 124.72 254.27 163.44 5.00
1013 43.68 3 1503 1814.01 164.55 191.36 133.64
591 54.57 3 1506 56.41 3.96 4.32 2.69
151 9.47 3 1506 200.55 8.65 14.60 12.96 2.00
81 83.51 3 1506 2015.93 156.26 22.64 2.58 2.00
130 50.98 3 1506 157.76 33.42 25.95 20.34
44 14.92 3 1506 407.70 48.77 22.70 17.41 1.00
781 44.30 3 1506 122.63 16.22 11.29 7.30
82 8.70 3 1506 1843.74 475.93 553.48 366.90
17 7.56 3 1506 2007.39 894.84 969.45 767.17
460 19.02 6 1509 734.35 99.18 131.51 113.46
63 7.05 3 1506 196.47 27.94 18.22 11.78
101 6.23 3 1506 1806.4 1062.6 1551.3 1010.1
836 33.78 3 1506 224.05 0.35 20.57 13.45 5.00
125 10.32 3 1506 17084.6 2199.7 1707.6 2135.4
273 28.26 3 1506 210.25 115.20 120.71 79.57
511 25.58 3 1506 678.61 94.36 73.35 48.82 2.00
28
- 3 1503 64.79 3.49 2.38 7.14
NOVEMBER, 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

601.14 357.89
9.63 56.28
20.58 80.40
4277.76 167.87
42.31 407.00
20.49 47.61
299.85 438.80
10.31 236.22
30.37 41.85
16.94 13.25
11.15 346.87
1.03 1154.47
179.10 111.13
60.17 31.54
80.00 175.69
750.00 75.85
45.75 431.26
13.66 65.63
10.02 54.55
34.51 680.15
80.92 44.33
180.01 40.05
103.85 152.27
10.61 89.20
6.20 85.55
1320.04 244.08
5231.59 72.95
35.49 35.06
8.86 69.88
4.70 9.87
375.00 103.85
296.01 89.14
562.08 25.57
400.41 120.17
370.91 186.01
118.58 95.33
41.53 98.53
26.61 61.67
67.27 87.58
29.53 115.81
23.81 110.27
8.67 64.28
27.47 147.55
5.15 221.26
14.28 381.01
10.51 138.44
551.69 49.14
61.38 251.12
79.94 59.40
253.00 526.64
1244.00 150.10
3236.00 673.51
15.10 163.91
263.03 995.00
2805.13 73.55
178.33 217.79

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.) (%) 15.10.15 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

442 10.58 3 1506 2882.64 1030.4 1224.9 775.42


58 19.21 3 1506 41.37 11.65 12.17 10.67 1.00
194 16.44 6 1509 191.73 31.65 24.13 17.18
260 12.54 3 1506 22825.3 7547.8 8350.9 5459.9 5.00
3915 27.79 3 1506 1056.56 459.10 509.88 329.33 5.00
175 18.40 6 1509 706.20 73.77 69.37 55.91 1.00
146 8.81 3 1506 5568.78 1044.5 466.84 257.84
505 10.14 3 1506 72.11 16.53 16.47 14.35
208 113.04 6 1509 86.38 13.25 6.62 5.27
17 32.08 3 1506 12.28 1.36 0.75 0.49
14102 80.22 3 1506 446.52 95.84 96.18 63.18
4849 31.49 3 1506 628.71 7.29 7.23 5.06
424 20.08 3 1503 2020.19 200.33 168.73 120.13
49 16.44 3 1506 311.85 25.96 13.03 6.60 5.00
699 19.24 6 1509 1043.15 152.38 190.39 139.07
188 15.97 6 1509 15922.1 667.03 613.98 496.35
2381 156.03 3 1506 484.21 403.51 97.40 53.83
686 38.11 6 1509 1000.90 197.46 210.71 145.52 1.00
83 5.30 3 1506 230.90 11.86 8.59 5.67
923 5.59 3 1506 1473.59 227.79 176.71 202.74 2.00
- 3 1503 488.39 44.24 12.44 6.04
27 5.42 3 1503 95.04 89.67 22.20 14.83
- 3 1503 517.14
89.70 57.09
125 8.13 3 1506 75.32 4.69 5.22 3.77
1098 21.71 3 1506 96.35 24.39 16.65 11.79
242 5.36 3 1506 6755.3 2289.5 2293.3 1576.2
135 14.18 3 1506 4717.55 2767.9 1729.3 1366.5
91 21.16 3 1506 192.50 6.62 8.96 5.18 2.00
343 57.17 3 1506 37.65 2.16 -2.30 -1.47
39 23.08 3 1506 14.72 1.92 2.01 1.34 2.00
218 19.73 3 1506 695.89 77.48 145.94 128.17
66 9.62 3 1506 3296.18 58.91 70.18 47.93
51 17.83 3 1506 226.59 93.84 93.84 61.37
39 12.87 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
66 11.79 3 1503 409.09 84.28 29.44 20.45 5.00
849 276.55 3 1506 486.02 83.25 59.02 58.05
89 17.52 3 1506 394.71 37.11 25.39 18.09 2.00
39 14.83 3 1506 2623.7 355.57 211.78 145.13 2.00
635 28.63 3 1506 15144.3 379.52 237.16 237.16 1.00
338 32.69 3 1506 952.78 185.14 137.65 94.67 1.00
125 12.03 3 1506 277.66 26.64 17.15 31.08 1.00
625 22.97 3 1506 235.51 36.91 25.09 17.70
500 10.97 3 1506 86.81 -3.71 21.25 15.09
630 12.68 3 1506 550.97 26.54 46.29 22.18
313 26.44 6 1509 419.06 20.08 9.56 6.81
52 8.90 3 1506 1901.70 97.48 82.16 52.84
460 25.03 3 1506 1121.69 9.72 -13.12 -13.72
125 12.93 3 1506 7569.65 145.59 115.06 81.15 2.00
403 10.18 3 1506 2450.00 958.0 280.00 201.00
78 27.18 3 1506 5493.0 854.0 198.00 177.00 5.00
904 12.41 6 1509 148031. 14669. 16475. 12942.
338 23.12 3 1506 23.30 3.31 6.56 4.44
374 5.46 3 1506 4336.83 501.57 350.31 400.91
48 13.08 3 1506 2767.9 918.53 438.63 344.34
290 33.64 3 1506 1044.35 547.91 123.20 37.15
NOVEMBER, 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.) (%) 15.10.15 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

75 3.56 3 1506 252.59 9.77 7.85 4.84


704 35.66 3 1506 200.03 46.23 46.30 30.23
713 55.83 3 1506 53.15 5.74 4.73 4.83
107 7.04 3 1506 983.40 143.86 43.48 40.72
118 16.08 3 1506 85.65 11.59 6.36 4.48
147 5.81 6 1509 142.32 21.87 27.94 18.72 5.00
75 12.16 3 1506 166.28 21.40 22.30 14.35 1.00
43 7.52 3 1506 92.88 12.59 10.58 5.66
318 38.45 3 1506 208.37 27.86 22.81 15.09 1.00
259 4.86 3 1506 5662.9 2077.5 2124.2 1478.6
57 11.11 3 1503 11585.1 422.85 275.19 334.22
318 47.96 3 1506 829.28 69.06 49.58 39.48 1.00
384 2.25 3 1506 194.72 32.62 36.52 22.70
147 11.71 3 1506 58.09 7.01 6.30 4.45
300 161.29 3 1506 109.53 43.59 32.25 21.09 2.00
270 4.82 6 1509 237.09 19.34 29.45 20.40
567
- 3 1506 390.54 23.46 17.65 11.87
254 23.13 6 1509 93.41 65.12 32.47 27.83
246 14.25 3 1506 19.06 7.08 9.86 6.38
232 16.86 3 1506 237.50 15.99 8.00 5.39
101 88.60 3 1506 37.72 0.66 2.92 1.89 1.00
65 4.17 3 1506 1010.88 83.43 62.67 55.49
82 19.03 3 1506 1056.46 185.82 179.54 163.54
69 12.26 3 1506 113.12 15.22 10.20 7.76 2.00
11678 95.43 3 1506 1724.59 118.52 107.40 104.11
1836 21.18 3 1506 912.85 560.06 224.44 147.70
998 18.30 3 1506 2351.76 1670.9 479.01 321.11
164 55.97 3 1506 164.37 12.43 2.79 1.39
15 9.04 3 1503 173.57 3.77 8.93 7.14
105 8.43 6 1509 3383.16 413.12 306.84 214.74 1.00
26 6.42 3 1506 776.29 512.05 594.47 484.43
160 18.35 3 1506 236.66 29.46 15.35 10.02 1.00
219 22.88 3 1506 57.95 5.57 11.02 8.28
450 30.28 6 1509 532.12 323.57 180.65 139.01
- 3 1503 100.97 21.09 20.38 13.95 2.00
1395 54.68 3 1506 383.16 37.99 39.08 29.06
734 17.64 3 1506 123.95 12.97 9.20 7.20
94 63.51 3 1506 59.20 5.75 4.59 5.53
314 12.94 3 1506 461.50 114.90 28.40 45.00
3371 41.39 3 1506 387.78 63.18 62.34 41.37
63 32.98 3 1506 374.67 19.30 13.19 4.14 1.00
155 12.20 3 1506 479.16 46.87 53.48 38.20 1.00
23 10.09 6 1509 3006.7 393.72 246.94 158.67 1.00
18 35.29 3 1503 485.91 17.34 20.35 20.35
15 5.34 3 1506 183.33 20.36 12.42 8.95
24 5.56 3 1503 33.32 4.68 4.34 4.33
278 13.32 3 1506 255.85 55.72 45.86 33.93
407 63.89 3 1506 32.03 12.80 12.91 12.73
139 36.97 3 1506 408.69 79.59 61.04 41.53 1.00
508 4.58 6 1509 5303.60 1136.25 686.60 451.25
- 3 1503 4145.9 876.68 723.84 445.51 100.0
249 14.19 3 1506 44730.9 9202.1 5202.4 3692.4 1.00
414 4.86 6 1509 3921.61 572.76 324.47 226.05
- 3 1503 2949.6 558.00 194.10 126.24 100.0
415 7.33 3 1506 2652.14 464.71 163.13 81.32
169 35.96 3 1506 2103.40 23.85 -0.82 -1.13
36 6.57 3 1503 415.15 39.29 7.31 1.00
348 11.22 3 1506 84.91 10.70 9.34 6.06
NOVEMBER, 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
Syngene Internat. 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
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
199.06
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
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
42.44
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
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.) (%) 15.10.15 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
859.91 199.71 203.46 174.96 8.79
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
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

95
38
87
11
11
888
376
369
160
1495
278
311
138
628
138
115
18
98
111
468
282
25
858
1939
94

44.39
4.51
25.66
19.64
2.95
40.51
19.72
24.84
36.57
11.51
6.04
32.94
25.60
20.57
31.08
10.47
13.42
3.75
6.64
33.02
20.56
58.30
4.09

186 31.96
196 8.14
411 17.56
93 14.44
2468 24.35
1822 55.62
135 34.35
107 2.47
381 8.77
70 112.90
519 8.70
255
545 19.93
512 27.51
154 19.11
854 30.29
69 16.20
105 21.34
353 38.08
1521 34.43
177 23.26
304 30.28
44 18.97
108 39.13
4203 52.99
415 18.31
266 19.57
243 33.20

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

1509
1503
1506
1503
1506
1506
1506
1506
1503
1506
1506
1506
1503
1506
1506
1506
1506
1506
1506
1506
1506
1506
1506
1503
1509
1509
1506
1509
1506
1503
1506
1503
1506
1509
1509
1503
1506
1509
1506
1506
1509
1506
1506
1506
1506
1509
1509
1503
1506
1506
1506
1506
1509
1506
1509
1506
1506
1509

2031.15
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
306.33
114.51
6323.42
495.07
228.59
834.98
647.63
491.69
4066.91
848.69
52833.6
231.28
2028.99
647.18
61019.5
9234.6
294.25
30300.3
6293.82
201.47
92.63
2050.08
457.75
118.46
2708.6
1947.00
3002.97
548.30
1840.08
123.74
769.57
2548.3
127.11
5488.90

188.27
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
37.94
33.30
1039.5
114.74
28.75
179.23
101.23
67.69
376.82
108.79
14032.
45.99
153.21
77.82
5285.6
1601.8
-1.12
1427.7
762.14
33.08
6.22
159.20
54.26
9.68
199.90
850.0
545.02
28.62
211.06
16.63
81.32
270.73
21.82
286.83

68.06
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
46.46
40.47
558.73
111.63
44.50
171.29
65.65
56.63
275.70
96.84
15465.
45.48
147.88
58.04
4358.7
632.80
16.22
1250.3
886.37
53.54
1.77
188.78
68.03
13.29
203.61
859.0
321.24
25.84
132.47
21.12
80.86
240.64
27.56
278.96

49.67
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
31.19
28.76
301.98
95.93
39.50
134.54
51.64
37.36
153.04
52.92
11795.
29.83
82.31
48.41
2768.9
241.33
12.78
762.96
676.07
37.75
1.18
126.51
8.78
151.06
449.0
173.48
18.77
111.94
14.36
56.00
94.95
17.96
206.68

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

NOVEMBER, 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.) (%) 15.10.15 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

3077 22.71 3 1506 503.57 72.93 69.96 48.97


52 27.51 3 1506 16.16 1.76 1.94 2.07
109 12.18 3 1506 112.06 7.77 2.79 2.36
49 4.63 3 1506 5169.1 1161.5 397.90 256.70
549 29.12 3 1506 130.32 21.16 18.27 13.25
2947 38.54 6 1509 12443.8 1605.9 1439.1 1018.1
57 14.73 3 1503 74.31 6.03 5.67 3.57 5.00
178 6.35 3 1506 9043.17 1488.2 845.78 518.78
22 7.21 3 1506 2896.75 578.25 84.67 52.22
905 92.16 3 1506 1500.14 206.09 187.63 122.81 1.00
321 18.45 3 1506 13.65 2.98 3.45 2.58
476 17.83 6 1509 5865.45 890.80 584.39 460.04 2.00
499 15.66 3 1506 280.87 12.37 11.65 7.31
634 31.26 3 1503 907.73 118.88 101.49 70.50 2.00
27 7.52 6 1509 214.66 20.85 20.74 13.84
799 12.48 3 1506 1652.87 253.14 226.84 145.57
109
- 6 1509 33577.7 4614.1 4201.3 1839.9 1.00
570 9.83 3 1503 25.80
6.75 4.53
545 27.37 3 1506 558.28 36.31 24.25 15.82
671 23.02 3 1506 168.50 26.61 29.25 19.28
933 39.53 6 1509 932.70 72.24 69.34 48.22
39 7.63 3 1506 3289.05 392.75 246.37 142.59
749 15.33 3 1506 204.63 40.10 30.89 20.20
150 11.21 3 1506 321.46 26.41 22.21 13.62
394 21.49 3 1506 109.56 17.32 10.09 6.39
510 24.59 3 1506 204.66 17.24 17.02 11.19
660 13.55 3 1506 18.88 4.37 6.43 4.20
676 24.08 3 1506 87.11 1.05 7.37 6.43
276 23.75 3 1503 1489.97 134.90 160.60 118.04 1.00
383 35.93 3 1506 447.90 60.92 52.54 35.38
1602 16.25 3 1506 191.44 42.58 47.52 30.92
1294 16.08 3 1506 166.63 29.10 30.98 20.84
7075 111.17 3 1506 385.04 56.18 65.35 47.49 5.00
110 41.98 3 1506 1944.13 83.68 42.44 16.39 5.00
765 14.24 6 1509 2860.72 563.00 499.73 335.50
1164 47.09 3 1506 491.58 26.31 11.02 7.77
2187 34.21 3 1506 86.70 13.32 13.54 9.45
577 16.46 6 1509 24937.4 4831.1 5687.2 4423.1 2.00
300 33.48 6 1509 110.44 46.66 58.95 39.99
759 15.81 6 1509 7792.36 1927.4 1725.5 1161.6
419 41.24 3 1506 1339.86 294.39 360.84 242.30
86 42.16 3 1506 34.77 15.08 14.90 11.78 1.00
984 16.49 6 1509 1464.62 206.79 235.06 167.42
137 5.47 3 1506 257.39 26.70 13.07 10.17
162 76.42 3 1503 1538.76 63.76 17.99 11.16
84 9.23 3 1503
0.50 2.55 7.64 5.11
875 31.37 6 1509 209.40 40.31 55.32 48.63

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.

NOVEMBER, 2015

KOMPELLA PORTFOLIO INVESTMENT ADVICE

38

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

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

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

79

803

608

32

136

77

77

84

84

38

14

171

Aditya Birla Nuvo

Amrutanjan Health

Ashok Leyland
Ashoka Buildcon
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

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

Bajaj Finance

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.
Cadila Healthcare
Can Fin Homes
Canara Bank

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

Century Plyboards
Cera Sanitaryware
Chola. Investment
City Union Bank
CMC

250

218

15

32

32

36

35

22

19

16

144

942

844

12

204

138

48

213

148

45

137

92

49

60

794

721

10

179

144

24

99

83

19
-20

30

666

623

84

125

-33

101

143

-30

71

89

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

Coal India

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

39

NOVEMBER, 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

168

5385

56

730

5033

965

637

51

595

23

72

91

-21

125

Dabur

176

DCB Bank

282

1950

1769

10

317

269

18

380

425

341

25

68

50

36

Dena Bank

561

2908

2867

378

448

-16

Dewan Housing

146

1582

1417

12

Dr.Reddys Labs

85

3870

3481

11

612

586

Eicher Motors

27

2568

1924

33

289

174

66

Elecon Eng.

22

176

163

27

22

23

47

27

75

Emami

23

554

446

24

129

101

28

163

125

30

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

Corporation Bank
CYIENT

Exide Inds.

-16

129

142

-9

69

81

-15

45

42

105

20

94

70

34

320

19

285

235

21

63

39

62

56

187

-70

256

210

22

162

141

15

519

482

400

277

44

195

139

40

23

11

109

138

111

24

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

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

Federal Bank

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

40

NOVEMBER, 2015

MARCH QUARTER PERFORMANCE

MARCH QUARTER PERFORMANCE


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

Company/ Bank Equity


Indian Bank

480

4410

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
4235

817

703

16

206

271

-24

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

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

40

342

245

40

28

211

35

11

215

15

400

Insecticides (I)

Jamna Auto Inds.


JK Paper
JK Tyre
JM Financial
JSW Steel

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

15

122

1508

1468

260

209

24

138

120

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

Kitex Garments
Kotak Mah. Bank
KPR Mill

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.

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

113

1665

1466

14

1214

1127

562

519

367

337

M&M Fin. Services


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

41

NOVEMBER, 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

Nitin Spinners

46

188

122

54

23

15

53

25

18

40

12

33

Novartis India

16

208

201

16

129

54

33

64

52

24

117

Oberoi Realty
ONGC

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

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

179

2020

1536

32

200

155

29

175

119

47

120

84

43
129

PC Jeweller
Pennar Inds.

60

415

368

13

45

30

50

33

22

50

16

Persistent Systems

80

497

447

11

78

85

-8

119

119

76

67

13

750

7162

10428

-31

140

287

-51

212

339

-37

301

169

78

Petronet LNG
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

20

Pokarna

375

676

601

12

133

112

19

159

142

12

114

95

R S Software

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.
REC
Reliance Capital
Reliance Inds
Repco Home Fin.

27

242

135

79

35

13

169

37

15

152

35

600

987

5333

4443

20

1622

1600

1661

1649

1097

1192

-8
52

253

2469

1788

38

1102

889

24

551

339

63

407

267

3236

67470

103428

-35

7081

6516

11363

10545

6381

5881

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

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

Shriram Transport

227

2421

2150

13

1503

1557

-3

260

483

-46

84

315

-73

Siemens

71

2653

2706

-2

195

127

54

292

193

52

162

88

84

Sintex Inds.

42

2176

1983

10

337

276

22

364

261

39

198

161

23

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

SJVN
Skipper
SKS Microfinance

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

42

NOVEMBER, 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

146

116

26

51

35

46

51

36

43

37

27

37
108

Take Solutions
Tamilnad Mer. Bank
Tata Coffee
Tata Global Bev.

12

215

197

33

13

154

47

34

38

27

13

0.28

835

767

179

176

135

80

69

19

450

397

13

86

45

91

94

43

120

39

16

144

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

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

TVS Srichakra
Uco Bank

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

43

NOVEMBER, 2015

FY15 PERFORMANCE

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

Company/ Bank Equity


3M India
Aban Offshore

11

1840

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
1742

154

63

144

214

117

84

108

43

151

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

Amrutanjan Health

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
14

Asain Paints

96

14183

12715

12

1969

1752

12

2343

2080

13

1395

1219

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

Aurobindo Pharma

29

12121

8100

50

2231

1822

22

2500

1845

36

1576

1173

34

Axis Bank

474

43844

38046

15

13385

11456

17

7358

6218

18

Bajaj Auto

Ashok Leyland

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

47

7625

6716

14

1078

673

60

1485

1089

36

764

522

46

100

3090

2877

475

483

-2

845

741

14

497

414

20

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

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
13

27

817

578

41

748

530

41

141

109

30

86

76

475

48300

43480

11

6950

6796

2703

2438

11

19

2050

2125

-4

163

160

321

245

31

133

92

45
7

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

Central Bank

Chola. Investment

144

3689

3249

14

666

553

20

696

579

20

444

368

21

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

44

NOVEMBER, 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

697

613

14

402

357

168

21039

19606

3027

3039

584

562

13
4

56

2736

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

Federal Bank

GIC Housing

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

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

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

IFMR Capital

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

KOMPELLA PORTFOLIO INVESTMENT ADVICE

45

NOVEMBER, 2015

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

IndusInd Bank

529

12096

10144

19

3098

2596

19

1794

1408

Infosys

572

53319

50133

13832

12041

15

- 12329

10648

16

Inox Wind

222

2710

1567

73

437

165

165

409

139

132

124
38

Insecticides (I)
ITC
Jamna Auto Inds.

194

296

27

13

964

864

12

97

75

29

78

55

42

55

40

802

38835

35317

10

13174

12087

15390

14016

10

9663

8891

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

Kaveri Seed

14

1161

1011

15

295

205

44

325

231

41

301

209

44

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
74

JSW Steel

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

511

442

16

147

85

73

163

98

67

99

57

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

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
55

Lycos Internet
M&M Fin. Services
Magma Fincorp
Marico

95

1957

1673

17

530

298

78

563

342

65

342

221

113

6021

5275

14

4003

3717

1445

1488

-3

913

954

-4

38

2354

2081

13

1424

1338

258

231

12

181

152

19
18

65

5733

4687

22

786

671

17

906

771

17

573

485

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

Maruti Suzuki

MM Forgings

12

503

411

22

75

43

74

104

74

40

51

29

76

Motherson Sumi

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

Nandan Denim

46

1097

894

23

106

83

28

131

105

25

51

39

31

Natco Pharma

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

Muthoot Fin.

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

46

NOVEMBER, 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

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

Petronet LNG

-19 18334

26507

-31

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

Pokarna

326

230

42

61

26

135

58

16

273

31

12

158

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

400

9017

8400

775

801

-3

121

301

-60

13

376

382

-2

88

71

24

105

83

26

65

51

27

Power Grid Corp.

R S Software
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

Shriram City
Shriram Transport
Sintex Inds.
SJVN
Skipper
SKS Microfinance

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

126

724

519

40

394

258

53

198

74

168

188

70

169

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

579

518

12

69

44

57

85

45

89

35

20

75

167

203

153

33

23

23

39

29

37

25

22

14

SMS Pharma
Snowman Log.
Sonata Software

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

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

47

NOVEMBER, 2015

FY15 PERFORMANCE

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

Company/ Bank Equity


Steel Exchange

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

10

11340

9344

21

478

367

30

717

530

35

212

141

50

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

Sun Pharma
Sundaram Clayton

Tamilnad Mer. Bank

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

-24

248

481

-48

17 13986

13991

Tata Global Bev.

63

7993

7738

642

623

633

836

Tata Motors

644

262796

232834

13

25850

23775

35091

29947

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

-2

Techno Electric

11

794

708

12

148

126

17

185

159

16

Thermax

24

4697

4302

406

351

16

561

465

21

Titagarh Wagons

20

378

263

44

22

-11

24

13

87

Torrent Pharma

85

4653

4184

11

829

865

-4

1131

931

21

Torrent Power

472

10423

8681

20

1386

729

90

1461

829

76

360

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

TVS Srichakra
Uco Bank

-1

168

-260

5 19852

19164

2628

3029

-13

105

87

21

336

253

33

10

150

751

664

13

105

243

1076

21363

19550

4910

4940

-1

1138

1511

-25

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
48

V-Mart Retail

18

721

575

25

59

41

44

62

49

27

37

25

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
17

Wendt (India)

20

124

110

13

15

15

25

22

15

14

12

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

48

NOVEMBER, 2015

TECHNICAL ANALYSIS

SKS MICROFINANCE: RECOVERING


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470
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SUZLON : MOVING IN A NARROW RANGE

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

49

NOVEMBER, 2015

INDEX : BSE SENSEX & NSE NIFTY

BSE Sensex (Daily Closing): at 26,656.83 on 30.10.15


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29500
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28500
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Profit Booking
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27500
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26500
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25500
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24500
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NSE Nifty (Daily Closing): at 8,065.80 on 30.10.15

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9100
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8900
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8700
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8500
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Profit Booking
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8300
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8100
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7900
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7700
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7500
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

NOVEMBER, 2015

50

FINANCE CO.

CAN FIN HOMES : OUTSTANDING PERFORMANCE


Can Fin Homes Ltd. has reported excellent working results for the second quarter and half year ended 30th September, 2015. For the quarter its Total
Income has increased by 33% from Rs.198crs to Rs.263crs while the Operating
Profit has increased by 34% from Rs.178crs to Rs.239crs and Net Profit by 92%
from Rs.18crs to Rs.35crs. The EPS for the quarter is Rs.13/-. For the half year, its
Total Income has increased by 35% from Rs.374crs to Rs.506crs while the Operating Profit has increased by 36% from Rs.341crs to Rs.463crs and Net Profit by
80% from Rs.37crs to Rs.67crs. The EPS for the half year is Rs.25/-. The company
has strong fundamentals. Its Paid-up Capital is small at Rs.27crs with a high
Networth of Rs.829crs. Technically the scrip is moving around Rs.985/- with a P/E
Ratio of 19 and Book Value of Rs.311/-.
FH (in crs)

MR C ILANGO, MD
Lending Operations
As at September 30, 2015, the loan book stood at
Rs 9302.80 crore as against Rs 7036.69 crore as
at September 30, 2014. The YoY growth in Housing
loan book is 32%.
Non-Performing Loans
Gross non-performing loans as at September 30,
2015 amounted to Rs. 27.44 Crore. This is equivalent
to 0.29% of the loan portfolio (corresponding period
0.28%).
Net Interest Margins
The Net Interest Income (NII) as at 30th September,
2015 is Rs.134.96 crore as against Rs.77.25 crore
as on 30th September, 2014, reflecting an increase
of 75%. Net Interest Margin (NIM) for the quarter
year ended September 30, 2015 was 3.10%.
Capital Adequacy Ratio
The Companys capital adequacy ratio, stood at
17.23%, of which Tier I capital was 14.67% and
Tier II capital 2.56%. As per the regulatory norms
the minimum requirement for the capital adequacy
ratio is 12%.
Earning Per share
As at September 30, 2015, the EPS stood at Rs.
25.35 as against Rs. 18.26 of the corresponding
period.
Branch Network
Can Fin Homes distribution network of 136 outlets
includes 110 branches and 26 satellite offices as
at 30th September, 2015 as against 107 outlets (104
branches + 3 SOs) as on 30th September, 2014.
Company background
Can Fin Homes Ltd., set up under the sponsorship
of Canara Bank, was incorporated in the year
1987.The main objective of setting up the company
was, promoting home ownership and as well,
increasing the housing stock in the country. It is the
first housing company to be promoted by a
nationalized bank in India. The company has
completed 27 successful years of operation in the
field of home finance and has a renowned history
of making profits and paying dividends continuously,
since inception in 1987. The Company is a housing
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Capital
R&S
Networth
RoNW
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

30.09.15
(3 M)
26.62
802.34
828.96
4.27
311.40
10.00
263.38
239.32
56.88
0.83
56.05
20.67
35.38
13.29
986.20
18.55
13.43
90.86

30.09.14
(3 M)
20.49

10.00
198.45
178.13
30.28
1.21
29.07
10.63
18.45
9.00

9.30
89.76

%CH

32.72
34.35
87.85
-31.40
92.81
94.45
91.76
47.67

30.09.15
(6 M)
26.62
802.34
828.96
8.14
311.40
10.00
505.91
462.72
108.31
1.57
106.74
39.27
67.48
25.35

44.41
1.23

986.20
19.45
13.34
91.46

29.92

30.09.14
(6 M)
20.49

% CH

10.00
374.45
340.82
59.87
1.70
58.17
20.77
37.41
18.26

35.11
35.77
80.91
-7.65
83.50
89.07
80.38
38.83

9.99
91.02

33.53
0.48

29.92

31.03.15
(12 M)
26.62
744.86
771.48
11.18
289.81
10.00
817.03
747.74
141.18
3.73
137.45
51.21
86.24
32.40
7.00

10.56
91.52

finance institution approved by National Housing Bank (NHB), the apex authority of
housing in the country. The Company is offering a range of loan products, housing
loans as well as non-housing loans, at competitive interest rates and designed to
suit the needs of the customer.

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1050
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1000
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950
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850
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800
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750
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J

51

NOVEMBER, 2015

FINANCE CO.

GRUH FINANCE : CONSISTENT PERFORMER


G

ruh Finance Ltd. is maintaining high growth rate with healthy asset quality
consistently. For the quarter its Total Income has increased by 21% from Rs.258crs to
Rs.312crs while the Operating Profit has increased by 19% from Rs.68crs to Rs.81crs
and Net Profit by 20% from Rs.43crs to Rs.52crs. For the half year, its Total Income has
increased by 21% from Rs.499crs to Rs.606crs while the Operating Profit has increased
by 22% from Rs.128crs to Rs.157crs and Net Profit by 20% from Rs.85crs to Rs.102crs.
The EPS for the half year is Rs.3/-. The company has strong fundamentals. Its Paid-up
Capital is small at Rs.73crs with a high Networth of Rs.814crs. Its Return on Networth is
at 6% for the quarter and 13% for the half year. Technically the scrip is moving around
Rs.260/- with a P/E Ratio of 46 and Book Value of Rs.22/-.

MR SUDHIN CHOKSEY, MD
Highlights
Loan Portfolio
The loan portfolio as at September 30, 2015
amounted to Rs.9912.99 crores as against
Rs.7920.35 crores in the previous year an
increase of 25%.
LENDING OPERATIONS
Loan Disbursements
Loan disbursements during the quarter were
Rs.1750.71 crores as against Rs.1503.15 crores
in the previous year indicating a growth of 16%.
Cumulative loan disbursements as of September
30, 2015 were Rs.16965.83 crores.
Non-Performing Loans
The gross NPA as at September 30, 2015 stands at
Rs.57.87 crores or 0.58% (total loan outstanding
portfolio of Rs.9912.99 crores). The Net NPA as at
September 30, 2015 stands at Rs.19.62 crores
indicating Net NPA to loans of 0.20%.
DEPOSITS
GRUHs deposit portfolio has increased to
Rs.1328.70 crores, up from Rs.1186.46 crores as
at September 30, 2014 indicating a growth of 12%.
RETAIL NETWORK
GRUH has a network of 171 retail offices across 8
states of the country. It has 46 offices in Gujarat,
48 offices in Maharashtra, 17 offices in Karnataka,
24 offices in Madhya Pradesh, 12 offices in
Rajasthan, 13 offices in Chhatisgarh, 10 offices in
Tamil Nadu and 1 office in Uttar Pradesh.
Gruh Finance was promoted by HDFC & AKFED on
July 21, 1986. It commenced operations in 1988
from Ahmedabad, Gujarat. A subsidiary of HDFC,
Gruh is the pioneer of Housing Finance Industry. It
is recognised by National Housing Bank (NHB) for
its refinance facility. Gruh offers loans to individuals
for purchase, construction, repairs and renovation
of dwelling units. It also offers loans to Self
employed segments where in formal income proofs
are not available.

FH (in crs)

30.09.15
(3 M)
72.73
741.57
814.30
6.35
22.39
2.00
311.81
80.97
0.72
80.25
7.05
28.54
51.71
1.42

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

257.70
45.37
16.58
25.97

30.09.14
(3 M)
72.61
628.54
701.15
6.15
19.31
2.00
257.73
67.99
0.80
67.19
3.91
24.10
43.09
1.19

16.72
26.38

%CH

30.09.14
(6 M)
72.61
628.54
701.15
12.12
19.31
2.00
499.35
128.25
-0.46
128.71
15.69
43.71
85.00
2.34

% CH

0.17
17.98
16.14
3.25
15.95
20.98
19.09
-10.00
19.44
80.31
18.42
20.00
19.33

30.09.15
(6 M)
72.73
741.57
814.30
12.53
22.39
2.00
606.20
156.60
1.50
155.10
18.85
53.08
102.02
2.81

-0.84
-1.55

257.70
45.85
16.83
25.83

17.02
25.68

-1.12
0.58

0.17
17.98
16.14
3.38
15.95
21.40
22.11
20.50
20.14
21.44
20.02
20.09

31.03.15
(12 M)
72.68
638.81
711.49
28.64
19.58
2.00
1060.32
302.13
1.29
300.84
15.69
97.04
203.80
5.61
2.00

19.22
28.49

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J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

52

NOVEMBER, 2015

53

FINANCE CO.

SKS MICROFINANCE : IMPRESSIVE PERFORMANCE


S

MR M R RAO, CEO & MD

KS Microfinance Ltd. has reported impressive working results for the second
quarter and half year ended 30th September, 2015. For the quarter its Total Income has
jumped by 53% from Rs.190crs to Rs.291crs while the Operating Profit has jumped by 64%
from Rs.113crs to Rs.185crs and Net Profit by 37% from Rs.57crs to Rs.78crs. The EPS for
the quarter is Rs.6/-. For the half year, its Total Income has jumped by 56% from Rs.342crs
to Rs.532crs while the Operating Profit has jumped by 68% from Rs.193crs to Rs.324crs
and Net Profit by 31% from Rs.106crs to Rs.139crs. The EPS for the half year is Rs.11/-. The
company has strong fundamentals. Its Paid-up Capital is small at Rs.127crs with a high
Networth of Rs.1,202crs. Technically the scrip is moving around Rs.410/- with a P/E Ratio of
19 and Book Value of Rs.95/-.

Highlights
Reduced interest rate charged to borrowers from
22.0% to 20.75% on income generating loans
extended on or after 1st Oct 2015. With this reduction,
SKS continues to charge the lowest rate among
Indian MFIs.
Incremental drawdowns of Rs.1,569 Crs. In
Q2FY16 (Rs.1,100 Crs in Q2FY15), including
commercial paper of Rs.200Crs.
SKS also originated Rs.237Crs loans under
managed portfolio in Q2FY16.
Loan disbursement of Rs.2,665 crore in Q2FY16
(growth of 57%YoY and 12% QoQ).
Non-AP Portfolio grew by 80% (YoY) and 14%
(QoQ) to Rs.5,462 Crs. as of Sept 30, 2015.
Marginal Cost of Borrowings for Q2FY16 at 11.2%
and Weighted Average cost of Borrowings
(historical) at 12.1% for Q2FY16.
Cost to income at 47.0% for Q2FY16 as compared
to 52.3% in Q1FY16 (drop of 5.3% QoQ).
The un-availed deferred tax benefit of
Rs.425Crs.will be available to offset tax on future
taxable income.
MAT credit of Rs.23crs for Q2FY16 is
conservatively not availed as P&L credit, despite
supporting accounting standards. The total MAT

(Standalone)
FH (in crs)
Capital
R&S
Networth
RoNW
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

30.09.15
(3 M)
126.75
1075.24
1201.99
6.48
94.83
10.00
291.27
185.08
103.00
1.85
101.15
23.30
77.86
6.14
410.60
16.72
26.73
63.54

30.09.14
(3 M)
126.00

%CH

10.00
190.11
112.91
57.89
1.14
56.75
56.75
4.50

53.21
63.92
77.92
62.28
78.24
37.20
36.44

29.85
59.39

-10.45
6.99

0.60

30.09.15
(6 M)
126.75
1075.24
1201.99
11.56
94.83
10.00
532.12
323.57
183.48
2.83
180.65
41.63
139.01
10.97
410.60
18.71
26.12
60.81

30.09.14
(6 M)
126.00

% CH

10.00
341.92
192.93
108.37
2.30
106.07
106.07
8.42

55.63
67.71
69.31
23.04
70.31
31.05
30.29

31.03.15
(12 M)
126.29
920.16
1046.45
17.93
82.86
10.00
723.96
393.50
198.13
4.56
193.57
5.90
187.66
14.86

31.02
56.43

-15.80
7.76

25.92
54.35

0.60

credit of Rs.48 crs as of 30th Sept 15, is also available to offset normal tax liability
in the future.
PAT of Rs.78Crs. in Q2FY16 (growth of 37%YoY and 27% QoQ).
Networth of Rs.1,202Crs. and capital adequacy at 24.6% as of Sept 30, 2015.
Cash & Cash equivalent of Rs.834Crs.
Equipped all loan officers with Tablets.
PAT Guidance for FY16 increased to Rs.290Crs from earlier guidance of Rs.235Crs.

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J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

54

NOVEMBER, 2015

SPECIAL REPORT

BIOCON : ENCOURAGING PERFORMANCE


Biocon Ltd., Asias premier biopharmaceuticals company has reported encouraging
working results for the second quarter and half year ended 30th September, 2015. For the quarter
its Total Income has increased by 11% from Rs.758crs to Rs.837crs while the Operating Profit has
increased by 16% from Rs.119crs to Rs.138crs and Net Profit by 200% from Rs.102crs to Rs.306crs.
The EPS for the quarter is Rs.15/-. For the half year, its Total Income has increased by 13% from
Rs.1,483crs to Rs.1,670crs while the Operating Profit has increased by 21% from Rs.241crs to
Rs.292crs and Net Profit by 111% from Rs.205crs to Rs.432crs. The EPS for the half year is Rs.22/
-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.100crs with a high
Networth of Rs.3,626crs. Technically the scrip is moving around Rs.445/- with a P/E Ratio of 10
and Book Value of Rs.181/-.
(Consolidated)
FH (in crs)

MS. KIRAN MAZUMDAR-SHAW, CMD


Commenting on the quarterly performance and
highlights, Ms.Kiran Mazumdar-Shaw, CMD
stated: It has been a landmark quarter for Biocon
with the hugely successful listing of Syngene. The
resounding oversubscription of the IPO has reflected
the trust and confidence of the investor community
in Syngenes value proposition. We are extremely
proud and excited to take Syngene to its next phase
of growth as Indias only publicly listed Research
Services Company. For Q2FY16, Syngene reported
a revenue growth of 30%.
She added, It has been a stable performance for
Biocon this quarter with several growth triggers on
the horizon focusing on Biosimilars in emerging
markets. The clinical advancement of five of our
Biosimilars programs has put us on track for regulatory
filings for some of these in the US and Europe in
FY17. The inauguration of our world-class
manufacturing facility for a new generation insulin
delivery device and the launch of BASALOG One,
a high-end, ready to- use Insulin Glargine disposable
pen in India, widens our insulins offering to diabetics
in India. Our renewed focus on key brands has
improved profitability of our Branded Formulations
business. We expect the clinical progress in
Biosimilars and Novels to augur well for the company,
going forward.
Highlights:
Syngenes IPO was oversubscribed 31 times with
current market capitalization of over US$ 1.15 Bn (as
on October 19, 2015). Listing on NSE/BSE on Aug 11,
2015 was a landmark success.
A world-class devices manufacturing facility,
commissioned in India to make patient-friendly
disposable devices for the insulins portfolio, will help
address global needs.
BASALOG One, an international quality, readyto-use, once-a-day Insulin Glargine disposable pen
was introduced in India, for better blood sugar
management for people with diabetes.
Biocons R&D expenses grew 64% with further
advancement of global clinical development of generic
Insulin Glargine and four other Biosimilar programs.
Biocon acquired the business assets of the
pharmaceutical manufacturing unit of M/s. Acacia
Lifesciences Private Limited located at
Vishakhapatnam with effect from October 01, 2015.
OPERATIONAL PERFORMANCE
KOMPELLA PORTFOLIO INVESTMENT ADVICE

Capital
R&S
Networth
RoNW
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

30.09.15
(3 M)
100.00
3525.96
3625.96
8.44
181.30
5.00
837.20
138.05
526.33
59.61
466.72
137.69
305.97
15.30
445.80
7.28
36.55
16.49

30.09.14
(3 M)
100.00

%CH
-

5.00
757.59
118.83
183.05
54.21
128.84
21.82
102.05
5.10

10.51
16.17
187.53
9.96
262.25
531.03
199.82
200.00

13.47
15.69

171.34
5.10

30.09.15
(6 M)
100.00
3525.96
3625.96
11.92
181.30
5.00
1670.19
292.43
757.61
117.41
640.20
174.64
432.21
21.61
445.80
10.31
25.88
17.51

30.09.14
(6 M)
100.00

% CH

5.00
1482.91
240.84
373.04
106.14
266.90
52.71
204.96
10.25

12.63
21.42
103.09
10.62
139.87
231.32
110.88
110.83

31.03.15
(12 M)
100.00
3169.67
3269.67
15.21
163.48
5.00
3089.81
474.89
845.09
220.96
624.13
95.66
497.43
24.87

13.82
16.24

87.26
7.82

16.10
15.87

Biopharmaceuticals
The Biopharmaceutical segment grew 4% YoY in Q2FY16, delivering sales of Rs.578
Cr. Within the segment, Biopharma grew 4% delivering Rs.459 Cr, while Branded
Formulations grew 3% to Rs.119 Cr.
Biopharma
The overall performance of Biopharma business this quarter was affected due to
slow offtake of some of the APIs and capacity constraints. However, the company is
taking steps to address this challenge. The Insulins facility in Malaysia is progressing
towards qualification and emerging market filings in FY17. The expansion of Biosimilars
fill-finish facility in Bangalore is also on track for qualification in FY18.
Furthermore, the company continues to pursue licensing opportunities in emerging
markets for two key products, Trastuzumab and Insulin Glargine, and expect to
commence sales of these products in some of these markets, this fiscal.
Biocon has recently acquired the business assets including a USFDA approved
synthesis facility of Acacia Life Sciences, in Vishakhapatnam. It presently
manufactures advanced intermediates of potent APIs with sales to customers in India
and overseas. This acquisition will enable it to vertically integrate its oncology related
ANDA filings of the future.
Branded Formulations
The Branded Formulations business focus on key brands has improved the profitability
of this business. The growth of this business during the quarter, was largely driven
by key brands in the Metabolics and Oncology divisions.
However, the inability to participate in some large institutional tender opportunities due
to restrictions on the use of CMOs to meet these requirements, along with short
supply of some key products, impacted the revenue growth of this business.
Research Services Syngene
It was a landmark quarter for Syngene, as it created immense value for its shareholders
through a successful listing on NSE/BSE on August 11, 2015. In Q2 FY16, Syngene
has delivered a remarkable YoY growth of 30%, recording sales of Rs.250 Cr. The
business performance was driven by strong growth across its three verticals
discovery services, dedicated centers and development & manufacturing services.
Business momentum is expected to continue into H2 FY16.
J

55

NOVEMBER, 2015

SPECIAL REPORT

HIMATSINGKA SEIDE : JUMP IN PROFITS


Himatsingka Seide Ltd. has reported improved profit margins for the second quarter and half year ended 30th September, 2015. For the quarter its Total Income has increased
by 3% from Rs.518crs to Rs.533crs while the Operating Profit has increased by 46% from
Rs.43crs to Rs.62crs and Net Profit by 77% from Rs.24crs to Rs.42crs. The EPS for the
quarter is Rs.4/-. For the half year, its Total Income has decreased by 2% from Rs.1,020crs to
Rs.1,001crs while the Operating Profit has increased by 48% from Rs.86crs to Rs.127crs and
Net Profit by 83% from Rs.45crs to Rs.82crs. The EPS for the half year is Rs.8/-. The company
has strong fundamentals. Its Paid-up Capital is small at Rs.49crs with a high Networth of
Rs.909crs. Its Return on Networth is at 5% for the quarter and 9% for the half year. Technically the scrip is moving around Rs.215/- with a P/E Ratio of 13 and Book Value of Rs.92/-.
Consolidated Financial Performance Q2:
Consolidated PAT for Q2 FY 2016 up by 76.8% at
Rs. 41.58 crores
Consolidated EBIT for Q2 FY 2016 up by 47% to
Rs. 64.03 crores
Consolidated EBITDA for Q2 FY 2016 up by 39.6%
to Rs. 76.14 crores
Consolidated Revenues for Q2 FY 2016 up by
2.9% to Rs. 532.73 crores
Consolidated EBITDA (including other income) grew
by 39.6% and stood at Rs. 76.14 crores vs.
Rs.54.56 crores in the corresponding quarter of
the previous year.
Consolidated EBIT grew by 47% and stood at Rs.
64.03 crores vs. Rs.43.56 crores in the
corresponding quarter of the previous year.
Consolidated PAT grew by 76.8% and stood at
Rs.41.58 crores vs. Rs. 23.52 crores in the
corresponding quarter of the previous year.
Consolidated Revenues grew by 2.9% to Rs. 532.73
crores vs. Rs. 517.78 crores in the corresponding
quarter of the previous year.
Manufacturing Business
Manufacturing Revenues represented by the
Drapery/Upholstery and Bedding Divisions for the
quarter grew by 2.5 % to Rs. 257.36 crores vs. Rs.
251.10 crores in the corresponding quarter of the
previous year.
Global Retail and Distribution Business
Revenues from Global Retail and Distribution
business across North America, Europe and Asia
for the quarter grew by 3.7% to Rs. 489.7 crores
vs Rs. 472.27 crores in the corresponding quarter
of the previous year.
Consolidated Financial Performance H1:
Consolidated PAT for six months up by 82.8% at
Rs. 82.37 crores
Consolidated EBIT for six months up by 48% to
128.94 crores
Consolidated EBITDA for six months up by 38.5%
to Rs. 152.35 crores
Consolidated Revenues for six months down by
1.9% to Rs. 1001.24 crores
Consolidated EBITDA (including other income) grew
by 38.5% and stood at Rs. 152.35 crores vs. Rs.
109.97 crores in the corresponding six months of
the previous year.
Consolidated EBIT grew by 48% and stood at Rs.
128.94 crores vs. Rs. 87.13 crores in the
corresponding six months of the previous year.
KOMPELLA PORTFOLIO INVESTMENT ADVICE

MR DINESH HIMATSINGKA, MD
(Consolidated)
FH (in crs)
Capital
R&S
Networth
RoNW
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

30.09.15
(3 M)
49.23
859.52
908.75
4.58
92.30
5.00
532.73
62.46
54.89
12.11
42.78
1.20
41.58
4.22
213.65
12.66
7.81
11.72

30.09.14
(3 M)
49.23

%CH

5.00
517.78
42.67
32.90
11.00
21.90
-1.12
23.52
2.39

2.89
46.38
66.84
10.09
95.34
76.79
76.57

4.54
8.24

72.03
42.23

30.09.15
(6 M)
49.23
859.52
908.75
9.06
92.30
5.00
1001.24
126.50
108.05
23.41
84.64
2.27
82.37
8.37
213.65
12.76
8.23
12.63

30.09.14
(6 M)
49.23

% CH

5.00
1020.46
85.72
69.19
22.84
46.35
2.22
45.07
4.58

-1.88
47.57
56.16
2.50
82.61
2.25
82.76
82.75

31.03.15
(12 M)
49.23
755.67
804.90
11.86
81.75
5.00
1940.57
169.87
136.09
44.64
91.45
-3.05
95.44
9.69

4.42
8.40

86.20
50.36

4.92
8.75

Consolidated PAT grew by 82.8% and stood at Rs. 82.37 crores vs. Rs. 45.07
crores in the corresponding six months of the previous year.
Consolidated revenues dropped by 1.9% to Rs. 1001.24 crores vs. Rs. 1020.46
crores in the corresponding six months of the previous year.
Manufacturing Business
Manufacturing Revenues represented by the Drapery/Upholstery and Bedding
Divisions grew by 6.1% to Rs. 509.27 crores vs. Rs. 479.84 crores in the
corresponding six months of the previous year.
Global Retail and Distribution Business
Revenues from Global Retail and Distribution business across North America, Europe
and Asia grew by 1.6% to Rs. 913.19 crores vs Rs. 899.17 crores in the
corresponding six months of the previous year.
Commenting on the Companys performance, Mr. Shrikant Himatsingka, Executive
Director said, We remain focused on sweating assets across the group in order
to drive operating performance.
Company background
The Rs.2500 crores Himatsingka Group is a vertically integrated home textile major
with a global footprint. The Group focuses on the manufacture, retail and distribution
of Home Textile products. On the manufacturing front, the Group operates amongst
the largest capacities in the world for upholstery fabrics, drapery fabrics and bed
linen products. Spread across Asia, Europe and North America, its retail and
wholesale distribution divisions carry some of the most prestigious brands in the
Home Textile space and cater to Private Label programs of major retailers across
these geographies.
With over 5000 people, the Group continues to expand its reach and build capacities
in the Home Textile space.

56

NOVEMBER, 2015

SPECIAL REPORT

INFOSYS : ENCOURAGING PERFORMANCE


Infosys has reported encouraging working results for the second quarter and half year
ended 30th September, 2015. For the quarter its Total Income has increased by 17% from Rs.13,342crs
to Rs.15,635crs while the Operating Profit has increased by 15% from Rs.3,483crs to Rs.3,993crs
and Net Profit by 10% from Rs.3,096crs to Rs.3,398crs. The EPS for the quarter is Rs.15/-. For the
half year, its Total Income has increased by 15% from Rs.26,112crs to Rs.29,989crs while the
Operating Profit has increased by 11% from Rs.6,694crs to Rs.7,441crs and Net Profit by 7% from
Rs.5,982crs to Rs.6,429crs. The EPS for the half year is Rs.28/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.1,144crs with a high Networth of Rs.55,335crs. Its Return
on Networth is at 6% for the quarter and 12% for the half year. Technically the scrip is moving
around Rs.1150/- with a P/E Ratio of 21 and Book Value of Rs.242/-.
FH (in crs)

DR VISHAL SIKKA, CEO & MD


Financial Highlights
Revenues were Rs.15,635 crore for the quarter
ended September 30, 2015: QoQ growth was 8.9%,
YoY growth was 17.2%
Net profit was Rs.3,398 crore for the quarter ended
September 30, 2015:QoQ growth was 12.1%, YoY
growth was 9.8%
Liquid assets including cash and cash equivalents,
available-for-sale financial assets and government
bonds were Rs.32,099 crore as on September 30,
2015 as compared to Rs.30,235 crore as on June
30, 2015
Declared an interim dividend of Rs.10 per share
Infosys spent Rs.59 crore in Q2, towards Corporate
Social Responsibility (CSR) which is primarily being
carried out through the Infosys Foundation, its
philanthropic arm. The Infosys Foundation is engaged
in several programs aimed at alleviating hunger,
promoting education, computing literacy, improving
health, assisting rural development, supporting arts
and helping the destitute
Other Q2 Highlights
Per capita revenue increased 2.6% in reported
terms and 3.4% in constant currency terms
5 large deals signed with TCV of $ 983 mn
Added 82 clients; total number of clients crosses
1,000
We are experiencing a once-in-a-generation
opportunity for a services company to help
businesses maximize their potential with technology.
From automation and AI helping to simplify and enable
existing landscapes as well as build intelligent
systems that help us solve our most complex
emerging problems, to education and design helping
us to rethink the human experience and helping
uncover our most important horizons, a great
services organization can truly partner with and
amplify businesses, said Dr. Vishal Sikka, CEO
and MD. At Infosys, we are taking steps towards
becoming such a services organization, and I am
encouraged by our progress. While results in any
one quarter are transitory snapshots of a long
journey, we do see our focused execution along
our strategy starting to produce encouraging results
for our clients, shareholders and Infoscions.
Client Wins
Infosys signed a three-year agreement with TOMS
Shoes to become its worldwide partner to maintain
and develop its digital platform. The agreement will
KOMPELLA PORTFOLIO INVESTMENT ADVICE

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

30.09.15
(3 M)
1144.00
54191.00
55335.00
6.14
241.85
5.00
15635.00
3993.00
4785.00
1387.00
3398.00
14.85
10.00
1152.15
19.40
21.73
25.54

30.09.14
(3 M)
286.00
47244.00
47530.00
6.51
830.94
5.00
13342.00
3483.00
4360.00
1264.00
3096.00
54.13
30.00

%CH
300.00
14.70
16.42
-5.68
-70.89
17.19
14.64
9.75
9.73
9.75
-72.57
-

23.20
26.11

-6.34
-2.18

30.09.15
(6 M)
1144.00
54191.00
55335.00
11.62
241.85
5.00
29989.00
7441.00
8991.00
2562.00
6429.00
28.10
10.00
1152.15
20.50
21.44
24.81

30.09.14
(6 M)
286.00
47244.00
47530.00
12.59
830.94
5.00
26112.00
6694.00
8400.00
2418.00
5982.00
104.58
30.00

% CH
300.00
14.70
16.42
-7.70
-70.89
14.85
11.16
7.04
5.96
7.47
-73.13
-

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

22.91
25.64

-6.42
-3.24

23.12
25.94

enable TOMS to streamline the management of its web based properties and introduce
automation technologies to lower overall support and development costs.
ABB (ASEA Brown Boveri), a Swiss high-tech engineering multinational operating
mainly in robotics, power and automation, has entered into an agreement with Infosys
to implement its global product compliance program in ABBs Low Voltage Products
(LP) division. As a part of this agreement, it will program, manage, implement, roll out
and support a product compliance solution to manage compliance of LPs products.
In India, the Goods and Services Tax Network (GSTN), a non-government, nonprofit, private limited company has awarded Infosys a Rs.1,380 crore contract to
build and maintain the GSTN system for five years.
Infosys was chosen by Saks Fifth Avenue, an American luxury retail store chain
owned by the Canadian retailer, Hudsons Bay Company to implement an omni-channel
solution that will help improve its digital commerce business.
Infosys announced a strategic partnership with ATP to leverage the latest
technological advances in mobility, cloud and analytics powered by the Infosys
Information Platform to transform the experience of tennis fans and players the world
over.
A global food service retailer chose it as its largest cloud and infrastructure services
partner. Its solutions will improve customer experience, manage a multi-vendor
ecosystem, drive change and innovation and bring a flexible IT consumption model
supported by talent and robust global governance. This was a new account opening,
and a large deal win for it.
A payments technology firm chose Infosys as its sole strategic partner for its issuer
processing line of business. Infosys will now be its leading global technology services
provider and partner to develop and sell joint go-to-market solutions leveraging its
offerings in Finacle, Edge and IIP. In addition, it will be the system integrator for the
clients products and will be collaborating to implement its products for banks and
financial institutions globally.
A leading benefits administrator for long-term care programs for U.S. federal
employees engaged it to develop a member-enrollment portal based on responsive
web-design methodology, delivering a new kind of user experience to employees.
This portal will support administration of a new program and the Supplemental Health
Benefits Program, for a federal agency.
J

57

NOVEMBER, 2015

SPECIAL REPORT

TCS : ENCOURAGING PERFORMANCE


Tata Consultancy Services Ltd., the leading IT services, consulting and

MR N CHANDRASEKARAN,
CEO & MD
Business Highlights for Quarter Ended
September 30, 2015
Gross employee addition: 25,186
Total headcount: 335,620
Utilization: 86 % (excluding trainees) & 82.3%
(including trainees)
$100M+ Customers up by 3; $10M+ customers up
by 6
Select Key Wins
Selected as Strategic Partner by a large mutual
life-insurance company to manage IT Application
Portfolio for driving efficiency, simplification and
automation leveraging TCS Integrated Service
Delivery Model and GNDM
Expanded relationship with a leading retailer in
North America through a multi-year managed
services deal covering enterprise wide Application
Management, Infrastructure Support and Assurance
services
Selected by a large universal bank in UK as a
strategic partner for providing services across
Application Development, Production Support and
Service Delivery for a major transformation
program.
Selected by leading integrated Utility in North
America as their strategic partner to manage and
transform their IT Infrastructure operations
Chosen by North American Telco service provider
as strategic partner to transform its Quality
Assurance and Testing organization
Selected by global Life Sciences Diagnostics
company for next phase of its SAP transformation
program
Selected as strategic partner by European
Industrial Manufacturing company for Infrastructure
services
Selected as a strategic partner by a leading global
manufacturer of protective and specialty packaging

business solutions firm has reported encouraging working results for the second
quarter and half year ended 30th September, 2015. For the quarter its Total Income
has increased by 14% from Rs.23,816crs to Rs.27,165crs while the Operating
Profit has increased by 15% from Rs.6,351crs to Rs.7,307crs and Net Profit by
16% from Rs.5,244crs to Rs.6,085crs. The EPS for the quarter is Rs.31/-. Commenting on the Q2 performance, Mr. N Chandrasekaran, CEO & MD said, We
have delivered accelerated growth in constant currency terms for Q2. Driven by
great execution on the ground, our broad-based performance has been led by
strong sequential growth in BFS, Retail and Life Sciences verticals with UK and
North America leading the markets. Mr Chandrasekaran added, We remain focused on partnering with clients in multiple business dimensions to help them strategize
and execute their Digital roadmaps. Given the growing market adoption of Digital,
we continue to take new IP-led products and platforms to market successfully as
well as invest in training our talent. Over 30,000 TCSers have already successfully
trained in new technologies this year using our experiential Digital Learning Platform. For the half year, its Total Income has increased by 15% from Rs.45,928crs
to Rs.52,833crs while the Operating Profit has increased by 14% from Rs.12,286crs
to Rs.14,032crs and Net Profit by 9% from Rs.10,812crs to Rs.11,795crs. The EPS
for the half year is Rs.60/-. The company has strong fundamentals. Its Paid-up
Capital is small at Rs.197crs with a high Networth of Rs.60,307crs. Its Return on
Networth is at 10% for the quarter and 20% for the half year. Technically the scrip
is moving around Rs.2535/- with a P/E Ratio of 21 and Book Value of Rs.306/-.
(Audited)(Consolidated)
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

30.09.15
(3 M)
197.04
60109.97
60307.01
10.09
306.06
1.00
27165.48
7307.24
8490.25
485.01
8005.24
1897.14
6084.66
30.88
5.50
2536.55
20.24
22.40
26.90

30.09.14
(3 M)
195.87

%CH

1.00
23816.48
6351.19
7396.54
449.21
6947.33
1635.06
5244.28
26.77

22.02
26.67

30.09.14
(6 M)
195.87

% CH

14.06
15.05
14.79
7.97
15.23
16.03
16.02
15.35

30.09.15
(6 M)
197.04
60109.97
60307.01
19.56
306.06
1.00
52833.49
14031.63
16421.36
955.77
15465.59
3616.64
11795.31
59.86

1.00
45927.51
12286.25
15017.32
866.70
14150.62
3233.71
10811.96
55.20

15.04
14.21
9.35
10.28
9.29
11.84
9.10
8.44

1.73
0.86

2536.55
21.19
22.33
26.56

23.54
26.75

-5.14
-0.71

0.60

0.60

31.03.15
(12 M)
195.87
50438.89
50634.76
39.21
258.51
1.00
94648.41
22683.02
28097.18
1798.69
26298.49
6238.79
19852.18
101.35
79.00

20.97
23.97

to manage and transform its Finance, HR and Procurement functions


Selected by a leading technology company to provide end to end lab management
services for all of their global product labs
Selected by a leading Aircraft manufacturer for implementing a Data Lake for
consolidation of all financial data across disparate IT systems & P&Ls for analytics
and business insights
Selected by a leading Aircraft manufacturer to develop IOT applications in the area
of Contractual Services agreements
TCS TAP, the Accounts Payable Platform, was selected by a leading global media
research firm to transform their Finance and Accounting Function to become leaner
and more agile by improving efficiency of their Invoice to Payment Cycle
Selected by a leading APAC publisher to complete transformation of its finance
operations using TCS TAP platform
Innovation and Intellectual Property:
As of September 30, 2015, the company has applied for 2432 patents, including 59
applied during the quarter. Till date the company has been granted 277 patents.
J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

58

NOVEMBER, 2015

59

RNI Regd.No: 52868 / 87


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

DATE OF PUBLICATION : 1ST NOVEMBER 2015


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

60

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