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I NVESTMENT A DVICE
Kompella Portfolio

SURYALAKSHMI
COTTON

NCC

CITY UNION BANK

VIJAYA BANK

Indias No.1 Investment Magazine, Since 1987. Vol. XXIX, No.3, MARCH 2016 ISSUE

BANKING STOCKS:
IMPROVING BALANCE SHEETS

MR. SURESH N PATEL,


MD & CEO

MR. RAKESH SHARMA,


MD & CEO

MR. KISHORE KUMAR


SANSI,
MD & CEO

ANDHRA BANK

CANARA BANK

VIJAYA BANK

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BANKING STOCKS

COVER STORY

ANDHRA BANK : IMPROVING BALANCE SHEET

MR. S K KALRA, ED

MR. SURESH N PATEL, MD & CEO

ndhra Bank has reported encouraging working results for the third quarter and
nine months ended 31st December, 2015. For
the quarter its Total Income has increased by
6% from Rs.4541crs to Rs.4801crs while the
Operating Profit has increased by 12% from
Rs.923crs to Rs.1030crs while the Net Profit
slipped by 83% from Rs.202crs to Rs.34crs
due to higher provisions of Rs.906crs against
Rs.542crs -ie., 67% increase in provisions. For
the nine months, its Total Income has increased by 7% from Rs.13169crs to
Rs.14075crs while the Operating Profit has increased by 21% from Rs.2295crs to
Rs.2787crs and Net Profit by 8% from
Rs.453crs to Rs.488crs due to 34% increase
in provisions. Andhra Bank is improving its
Balance Sheet. As on 31st Dec.2015, its Gross
NPAs are Rs.9521crs and Net NPAs are
Rs.5103crs. Its OP for quarter is above
Rs.1000crs and if it provides around Rs.900crs
per quarter for 5 quarters, ie., by 31st March
2017, its Gross and Net NPAs may come down
drastically and improve its Balance Sheet significantly. The bank has strong fundamentals.
Its Paid-up Capital is small at Rs.652crs with
a high Networth of Rs.9351crs. Technically the
scrip is moving around Rs.45/- with a low P/E
Ratio of 5 and high Book Value of Rs.155/-.
Performance highlights
Business Performance Growth in Key
Parameters (Dec14-Dec15)
Business grew by 17.2 % -from Rs.2,60,841crs to
Rs.3,05,770crs
Total Deposits grew by 19.5% - from
Rs.1,42,078crs to Rs.1,69,799crs
CASA Deposits grew by 25.7% - from Rs.36,724crs
to Rs.46,156crs
Advances grew by 14.5% - from Rs.1,18,763crs
to Rs.1,35,971crs

FH (in crs)
Capital
R&S
Networth
RoNW
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
%GNPA
%NNPA

MR. A K RATH, ED

31.12.15
(3 M)
652.31

31.12.14
(3 M)
589.61

%CH

31.12.15
(9 M)
652.31

31.12.14
(9 M)
589.61

% CH

10.00
4801.40
1030.02
905.56
124.46
90.00
34.46
0.53

10.00
4540.61
923.23
541.52
381.71
180.00
201.71
3.42

5.74
11.57
67.23
-67.39
-50.00
-82.92
-84.50

10.00
14074.79
2786.63
1933.39
853.24
365.00
488.24
7.48

10.00
13169.29
2295.48
1447.28
848.20
395.00
453.20
7.69

6.88
21.40
33.59
0.59
-7.59
7.73
-2.73

-83.78
5.51
-

46.95
4.71
3.47
19.80
7.00
3.89

3.44
17.43
5.99
3.70

0.87
13.60
-

46.95
22.15
0.72
21.45
7.00
3.89

4.44
20.33
5.99
3.70

31.03.15
(12 M)
602.85
8748.37
9351.22
6.83
155.12
10.00
17868.45
3298.44
2080.24
1218.20
579.76
638.44
10.59
2.00

3.57
18.46
5.30
2.90

Retail Advances grew by 23.6% - from Rs.18,567crs to Rs.22,957crs


MSME Advances grew by 32.2% - from Rs.19,487crs to Rs.25,757crs
Priority Sector Advances grew by 28.3% - from Rs.42,427crs to Rs.54,450crs
CASA Ratio improved from 25.9% ( Dec14) to 27.2% (Dec15)
Net NPA ratio is 3.89% (Dec15) as compared to 3.70% (Dec14)
Gross NPA ratio is 7.00% (Dec15) as compared to 5.99% (Dec14)
Income & Profitability 9 months (Period End Dec15)
Total Income grew by 6.9% on y-o-y basis - from Rs.13169crs to Rs.14075crs
Interest Income grew by 7.2% on y-o-y basis - from Rs.12107crs to Rs.12983crs
Non Interest Income grew by 2.8% on y-o-y basis - from Rs.1062crs to Rs.1092crs
Operating Profit grew by 21.4% on y-o-y basis -from Rs.2295crs to Rs.2788crs
Net Profit grew by 7.7% on y-o-y basis -from Rs.453crs to Rs.488crs
New Initiatives and Other Highlights
Asset Quality :
The Gross NPA of the Bank stood at Rs.9520.92crs(7.00%) Dec15 as compared
to Rs.7118.13crs(5.99%)- Dec14
The Net NPA of the Bank stood at Rs.5102.81crs(3.89%)- Dec15 as compared to
Rs.4264.22crs(3.70%) Dec14
The Provision Coverage Ratio of the Bank improved from 53.13% (Dec14) to 57.88%
(Dec15)
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

BANKING STOCKS

Network Expansion :
The bank has 2748 number of branches (Rural: 807, SU: 746, Urban:
747 and Metro: 448 ) and 3341 number of ATMs/BNAs/CRs
The total number of delivery channels of the Bank is at 6127
Capital Infusion:
The bank has raised Rs.500crore through Tier II bonds on
18.12.2015
MSME credit:
The segment has registered a growth of 32.2 % on YOY basis
credit to Micro & Small Enterprises (Priority & Non Priority), has grown
by 32.9% on Y-O-Y basis against stipulated norm of 20%.
Retail credit:
The Banks Retail credit portfolio stood at Rs.22,957crsore as on
31.12.2015 as against Rs.18567crore as on 31.12.2014, with y-o-y
growth of Rs.4390crs. The segment has registered a growth of
24% on y-o-y basis.
Housing loans portfolio has increased from Rs 9031crs as on
31.12.2014 to Rs.11,104crs as on 31.12.2015 absolute growth of Rs
2073crs registering growth of 23% on y-o-y basis.
Vehicle Loans portfolio has increased from Rs 793crs as on
31.12.2014 to Rs.964crs as on 31.12.2015 with absolute growth of
Rs 171crs registering a growth of 22% on y-o-y basis.
Education loans portfolio has increased from Rs.1730crores as on
31.12.2014 to Rs.2125crore as on 31.12.2015 with absolute growth
of Rs.395crores registering a growth of 23% on y-o-y basis.
Priority Sector Advances:
Priority Sector advances of the bank stood at Rs.54,450crore at the
end of Dec. 2015 registering a growth rate of 28.33% (y-o-y). The
absolute increase over Dec. 2014 is Rs.12,023crore. Total Priority
sector advances constitute about 41.80% of Adjusted Net Bank credit
as against the norm of 40% as on 31.12.2015. Agricultural advances
(Agri-Priority) of the bank stood at Rs.21,913crore at the end of Dec.
2015 registering a growth rate of 10.92% (y-o-y). The absolute
increase over Dec. 2014 is Rs.2,157crore. Bank has achieved 16.82%
of ANBC under agriculture advances as on 31.12.2015 as against
the statutory norm of 18% for March, 2016.
Advances to Weaker sections stood at Rs.15,935crore at the end
of Dec. 2015. Bank surpassed the target of 10% of ANBC to weaker
sections by achieving 12.23% of ANBC as on 31.12.2015.
Total credit extended to Women beneficiaries at the end of Dec.
2015 was Rs.15,320crsore comprising of 11.27% of Net Bank credit,
as against the RBI norm of 5%.
Bank has extended financial assistance to 2,27,835 Self Help Groups
(SHGs) with total exposure of Rs.5,695crore as on 31.12.2015.
Total credit extended to Minority communities was Rs.5,013crore as
on 31.12.2015 i.e., 11.15% of priority sector advances (as on March
15) as against the norm of 15%.
Bank has established its First RSETTI at Siddipet, Medak district in
Telangana state.
IT Initiatives & Achievements:
Customization of crop Insurance Module was made available in
Andhra Pradesh / Telangana states.
Immediate Payment Service (IMPS) through Branches: New module
is developed in Finacle to enable IMPS transaction at branches. Using
IMPS Branch module, customer can remit funds to other bank
customers instantly using account number and IFSC.

Mobile Banking registration/deregistration/m-PIN through Internet


Banking: Facility is enabled for customers to register/de-register/set
m- PIN themselves using Internet Banking.
Online e-TDR and Term Deposit closure for net Banking customers:
Customers opening online Term Deposit account can generate Term
Deposit Receipt in PDF format (e-TDR). Customer can close such
accounts online.
Utility Bill Payments for retail customers through M/s Paytm PG
services:
Bank has integrated with Paytm payment gateway services. With
this facility our Bank retail internet banking customers can make
payments online for merchandise purchased from the merchants
enrolled by Paytm.
Andhra Bank Cube: Bank has launched cobranded wallet with M/s
Citrus. Using this digital personal finance manager Mobile App,
Customers can Create payment reminders and make payments.
Andhra Bank has opened official Facebook and Twitter accounts.
Financial Inclusion :
PMJDY- Bank has opened 21.49 Lakh accounts with average
balance of Rs.817crs. Bank issued 19.15 lakh Rupay Cards to PMJDY
customers.
Overdraft facility is enabled in micro ATMs, and in ATMs.
APY - 1,40,775 customers have been brought under APY scheme
PMSBY -66.20 lakh accounts have been enrolled under PMSBY as
on Dec 2015. There is an increase of 28.72 lakh enrollments from
1st Oct. 2015.
PMJJBY-6.38 lakh accounts have been enrolled under PMJBY as on
Dec 2015. There is an increase of 0.25 lakh enrollments from 1st Oct.
2015.
Enrolment of all Social Security Schemes is enabled in all PoS devices
and in alternate delivery channels.
Awards:
Bank was awarded SKOTCH order-of-merit award for Indias Best2015 for SME Enablement.
Bank is in 1st position in terms of percentage of achievement to
target under APY among all Public Sector Banks.
Bank received best performance award from PFRDA on 4.2.2016
among all public sector banks - according to the bank.

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MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

BANKING STOCKS

CANARA BANK : IMPROVING ITS BALANCE SHEET


C

anara Bank has reported encouraging working results for


the third quarter and nine months ended 31st December, 2015. For the
quarter its Total Income has decreased by 1% from Rs.12228crs to
Rs.12051crs while the Operating Profit has decreased by 14% from
Rs.1797crs to Rs.1552crs and Net Profit by 87% from Rs.656crs to
Rs.85crs due to higher provisions of 70%. For the nine months, its
Total Income has increased by 3% from Rs.35871crs to Rs.36781crs
while the Operating Profit has increased by 5% from Rs.5218crs to
Rs.5500crs and Net Profit decreased by 48% from Rs.2090crs to
Rs.1093crs. Canara Bank is improving its Balance Sheet through
higher Provisions towards non-performing assets. By March 2017,
Canara Banks Balance Sheet is expected to improve significantly. The
bank has strong fundamentals. Its Paid-up Capital is small at Rs.543crs
with a high Networth of Rs.35532crs. Technically the scrip is moving
around Rs.160/- with a low P/E Ratio of 6 and high Book Value of
Rs.654/-.
Major Highlights Q3FY16
Total Business at Rs.8.23 lakh crore, up by 6.2%
y.o.y.
Total Deposits at Rs.4.91 lakh crore, up by 6.1%
y.o.y.
CASA deposits grew by 12.5% y.o.y to Rs.1.18
lakh crore and CASA ratio (domestic) improved to
25.71% from 24.05% last year.
Advances (net) at Rs.3.32 lakh crore, up by 6.3%
y.o.y.
Sustained good growth in retail business (y.o.y) Total Priority (26.6%), Agriculture (15.2%), MSME
(16.3%), MSE (16.4%), Retail (20.6%) including
Housing (direct) (26.8%), Vehicle (13.8%), Education
(19.2%) and Other Personal loans (14.6%).
Total Expenditure increase was contained at 0.65%
y.o.y.
Interest expenses, including interest paid on
deposits, decreased by 0.18% y.o.y. Operating
expenses increase was moderate at 4.74% y.o.y.
Non Interest Income stood at Rs.1169 crore.
Operating (Gross) profit stood at Rs.1552 crore.
Total provisions increased to Rs.1467 crore
compared to Rs.1141 crore last year.
Provisions on NPAs increased to Rs.1432 crore,
up from Rs.952 crore last year.
On account of higher provisions set aside, net profit
for the quarter came down to Rs.85 crore compared
to Rs.656 crore reported last year.
Net Interest Margin (NIM) (Domestic) was at 2.29%
and NIM (Global) at 2.16%.
Cost-income ratio marginally improved to 49.46%
from 49.84% last year.
Gross NPA increased to Rs.19813 crore vis--vis
Rs.14021 crore at September 2015.
Gross NPA Ratio increased to 5.84% compared to
4.27% previous quarter.
Net NPA Ratio increased to 3.90% from 2.90%
previous quarter.
Cash Recovery was at Rs.1117 crore and Provision
Coverage ratio was at 53.96%.
Capital Adequacy Ratio under Basel III norm
improved to 11.54% vis--vis 9% norms.

MR. RAKESH SHARMA, MD & CEO


FH (in crs)

31.12.15
(3 M)
542.99
34989.23
35532.22
0.24
654.38
10.00
12050.63
1552.44
1428.85
123.59
38.62
84.97
1.56

Capital
R&S
Networth
RoNW
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
%GNPA
%NNPA

160.55
25.73
0.71
12.88
5.84
3.90

31.12.14
(3 M)
461.26
30936.47
31397.73
2.09
680.69
10.00
12227.86
1797.30
841.33
955.97
300.00
655.97
14.22

5.36
14.70
3.35
2.42

%CH
17.72
13.10
13.17
-88.52
-3.87
-1.45
-13.62
69.83
-87.07
-87.13
-87.05
-89.03

31.12.15
(9 M)
542.99
34989.23
35532.22
3.08
654.38
10.00
36781.22
5500.11
4000.89
1499.22
406.55
1092.67
20.12

31.12.14
(9 M)
461.26
30936.47
31397.73
6.66
680.69
10.00
35871.08
5217.84
2443.17
2774.67
685.00
2089.67
45.30

% CH
17.72
13.10
13.17
-53.75
-3.87
2.54
5.41
63.76
-45.97
-40.65
-47.71
-55.58

-86.75
-12.38
-

160.55
5.98
2.97
14.95
5.84
3.90

5.83
14.55
3.35
2.42

-49.06
2.75
-

31.03.15
(12 M)
475.20
31384.03
31859.23
8.48
670.44
10.00
48300.29
6950.37
3452.74
3497.63
795.00
2702.63
56.87
10.50

5.60
14.39
3.89
2.65

5794 branches and 9144 ATMs as at December 2015.


Enhanced E-transactions at 55.97% from 45.35% last year.
Income and Expenses - Q3 FY16
Total expenses increased moderately by 0.65% y.o.y to Rs.10498crore. The increase
in Operating Expenses was at 4.74% y.o.y.
While total income for the quarter was Rs.12051crore, including Rs.7629 crore
income from loans/advances.
Non-interest income stood at Rs.1169 crore.
Profits and Profitability Q3 FY16
Operating Profit for the quarter stood at Rs.1552 crore.
Total provisions increased to Rs.1467 crore compared to Rs.1141 crore last year,
including provisions for NPAs at Rs.1432 crore vis--vis Rs.952 crore last year.
Due to increased provisions, net profit for the quarter came down to Rs.85 crore
compared to Rs.656 crore last year.
Net Interest Margin (NIM) (Domestic) was at 2.29% and NIM (Global) at 2.16%.
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

BANKING STOCKS

COVER STORY

Cost-income ratio marginally improved to 49.46% from 49.84% last


year.
Nine Months (9M) Performance
Operating profit rose to Rs.5500 crore as against Rs.5218 crore a
year ago, recording a y.o.y growth of 5.41%.
Total provisions increased to Rs.4407crore compared to Rs.3128
crore last year, including provisions for NPAs at Rs.3725 crore vis-vis Rs.2989 crore last year.
Due to higher provisions, net profit for 9MFY16 aggregated to Rs.1093
crore compared to Rs.2090 crore last year.
Total expenses increased moderately by 2.05% y.o.y to Rs.31281
crore. The increase in Operating Expenses was moderate at 3.81%
y.o.y.
Total income rose by 2.54% y.o.y to Rs.36781 crore, including
Rs.23856 crore income from loans/advances.
NII increased to Rs.7390crore, with a y-o-y growth of 2.95%.
NII increased to Rs.3492crore, with a y.o.y growth of 8.30%.
Business Performance
Global Business of the Bank increased to Rs.822514 crore compared
to Rs.774718 crore as at December 2014, with a y-o-y growth of
6.2%.
Global Deposits of the Bank increased to Rs.490599 crore compared
to Rs.462450 crore as at December 2014, with a growth of 6.1%.
Global Advances (Net) reached a level of Rs.331915 crore compared
to Rs.312269 crore as at December 2014, with a growth of 6.3%.
The Banks domestic business constituted 93% of the total business.
Total business of the foreign branches increased to 58319 crore
from 46037 crore last year.
The Banks CASA deposits increased to Rs.118125 crore as at
December 2015 compared to Rs.105019 crore as at December 2014,
registering a y-o-y growth of 12.5%.
The Banks CASA deposits to domestic deposits increased to 25.71%
from 24.05% last year.
The Banks clientele accounts increased to 7.10 crore, comprising
6.31 crore under deposit and 79 lakh under borrowal accounts.
About 78 lakh clientele added during the year.
While Business per Employee stood at Rs.14.50 crore, Business
per Branch was at Rs.142 crore.
Capital Adequacy under New Basel III norms
Capital Adequacy Ratio as per Basel III norms improved to 11.54%
(as against mandatory requirement of 9%). CET ratio was at 8.03%
(against mandatory requirement of 5.5%) and Tier I ratio was at
8.68% (as against mandatory requirement of 7%).
Adequate headroom available to raise capital to support business
growth momentum. Government shareholding is at 66.30%.
Asset Quality
The Banks gross NPA increased to Rs.19813 crore, with a gross
NPA ratio of 5.84% compared to 3.35% last year. Increase in Gross
NPA is mainly on account of Asset Quality Review (AQR).
Net NPA stood at Rs.12940 crore, with a net NPA ratio of 3.9%.
Cash Recovery during Q3FY16 amounted to a record Rs.1117crore
compared to Rs.1213 crore for the same quarter a year ago. Cash
Recovery during the nine months aggregated to Rs.3383crore
compared to Rs.4427 crore last year.
The Banks outstanding restructured portfolio at Rs.28695crore
constituted 8.45% of the gross advances.
Provision Coverage Ratio stood at 53.96% compared to 59.44%
last year.
Diversified Credit Portfolio
Outstanding advances to various Priority Segments rose to
Rs.142652 crore, with a y-o-y growth of 26.58% and achieved
48.78% to ANBC against 40% norm.
Advances under Agriculture portfolio increased by 15.21% y-o-y to
Rs.65061 crore and achieved 22.25% to ANBC against 18% norm.

Credit to Micro, Small and Medium Enterprises (MSMEs) reached


Rs.66241 crore, with a y-o-y growth of 16.28%. Under MUDRA
YOJANA, the disbursement was 6121 crore, covering 5.64 lakh
borrowers.
Credit to M&SE reached Rs.50522 crore, with a y-o-y growth of
16.39%. The number of micro enterprises accounts recorded a growth
of 25.72% against the 10% norm.
Credit to Weaker Sections increased by 20.56% to Rs.42982 crore,
accounting for 14.70% to ANBC as against 10% norm.
Credit to women beneficiaries increased to Rs.41415 crore (14.16%
against 5% norm).
Retail lending portfolio increased to Rs.48447 crore, with a y-o-y
growth of 20.60%. The share of retail credit in domestic advances
increased to 15.72% compared to 13.66% last year.
Outstanding housing loan portfolio increased to Rs.26123 crore,
with a y.o.y growth 25.10%.
Vehicle loans registered a growth of 13.8% y.o.y to reach Rs.4129
crore.
Education loan portfolio rose to Rs.6544 crore, with y-o-y growth
of 19.16%.
Performance under Pradhan Mantri Jan Dhan Yojana (PMJDY)
72.11 lakhs accounts opened under PMJDY, securing CASA deposits
of 1176 crore.
A Toll free number (1800 425 11222) is functional for PMJDY
grievances redressal.
So far 187766 PMJDY account holders have been provided with
overdraft facility, amounting to 33 crore.
68 Financial Literacy Centres (FLCs) opened at District/Block levels,
educating 9.71 lakh persons.
155 lakh residents have been enrolled under Aadhaar. With 117.38
lakh accounts mapped with Aadhaar numbers to NPCI mapper, the
Bank is occupying number one position among comity of banks.
Social Security Schemes
65.84 lakhs enrolments have been done under both Pradhan Mantri
Jeevan Jyoti Bima Yojana (PMJJBY-19.90 lakhs) & Pradhan Mantri
Suraksha Bima Yojana (PMSBY45.94 lakhs). Under Atal Pension
Yojana (APY) the Bank has mobilized 80811 applications.
Enhanced Delivery Channels
Total number of branches increased to 5794, including 7 overseas
branches as at December 2015. Number of ATMs increased to 9144.
Besides, there were also 164 e-lounges. Debit card base of the
Bank further rose to 3.04 crore and e-transactions ratio improved to
55.97% from 45.35% last year.
Customer Friendly New Products/ InfoTech Initiatives
Introduced enhanced version of CanMobile, Canara e-InfoBook and
Canara m-Wallet to provide more convenience and facilities to
customers. Customers can now download, register and activate
CanMobile without visiting a Branch or ATM.
Canara Galaxy, a combo product launched, comprising SB, Demat,
OLT, Internet & Mobile Banking, Insurance, card services and other
add-ons.
Introduced instant/ in-principle home/car loan approval system
through their website
Customers can now request personalized cheque book for Galaxy
Accounts without visiting branch through ATM / Mobile Banking /
Internet banking.
Under education loan interest subsidy, web portals released for
Central Scheme for Interest Subsidy (CSIS), Ministry of Human
Resource Development, GOI, Dr. Ambedkar Central Sector Scheme
of Interest Subsidy (ACSIS), Ministry of Social Justice & Empowerment,
GOI and Padho Pardesh, Ministry of Minority Affairs, GOI.
Goals for FY16
Thrust on Retail Business & Asset Quality CASA, Retail Deposits,
Retail Credit, Fee Income and NPA Management - according to the
bank sources.
J
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

7
6

BANKING STOCKS

COVER STORY

CITY UNION BANK : IMPROVING ITS BALANCE SHEET


C

DR. N. KAMAKODI, MD &CEO


Outlining the performance, Dr. N.
Kamakodi, MD &CEO said, the Bank had
performed well in all parameters with significant
increase in CASA deposit, safe guarding the asset
quality in the current economic scenario prevailing
in the country with the available recourses. The
Bank had delivered a consistent quarter of sustained
financial performance driven by steady increase in
NII on the back of improvement in overall business
segments especially in SME / Traders, increase in
NIM and overall preservation of asset quality.
Deposits of the bank increased by 12% to
Rs.25959crs from Rs.23203crs, Advances of the
bank increased by 14% to Rs.19374crs from
Rs.16968crs, Total Business of the bank increased
by 13% to Rs.45334crs from Rs.40171crs, Gross
Profit of the bank for Q3 FY 2016 increased by 23%
to Rs.207crs from Rs.168crs and Net Profit of the
bank for Q3 FY 2016 increased by 10% to Rs.113crs
from Rs.103crs. The Bank continues to build
granularity and longevity in deposits demonstrated
by CASA deposits growth which contributes to 24%
as on December 31, 2015 on the back of strong CA
deposits growth of 26% Y-o-Y. The Bank is
committed to build a strong Retail franchise through
continued investments in People, Technology &
Digital Infrastructure.
Net Interest Income and Net Interest Margin:
Third quarter FY 2016 performance:
NII increased by 21% from Rs.210crs to Rs.253crs
NIM of the bank increased to 3.82% from Rs.3.48%
9 Months performance:
NII increased by 19% from Rs.603crs to Rs.717crs
NIM of the bank increased to 3.74% from Rs.3.45%
Operating Performance as on 31st Dec. 2015:
Deposits increased by 12% from Rs.23203crs as
on 31.12.2014 to Rs.25959crs as on 31.12.2015.
Advances increased by 14% to Rs.19374crs as
on 31.12.2015 from Rs.16968crs as on 31.12.2014.
Total business increased by 13% from Rs.40171crs
as on 31.12.2014 to Rs.45334crs in 31.12.2015.

ity Union Bank has crossed a yet another mile stone by opening
its 500th branch at Chinthamani near T. Palur on February 22nd. In his
address at the opening of the 500th branch, Dr. N. Kamakodi, MD & CEO of
the bank, has informed that the bank has planned to open 25 more branches
before the end of the financial year 2015-16 to make the total number of
branches is 525. In order to enable the customer for easy money transaction, presently the bank is having 1313 ATMs in Pan India.
It has reported impressive working results for the third quarter and
nine months ended 31st December, 2015. For the quarter its Total Income
has increased by 9% from Rs.782crs to Rs.850crs while the Operating
Profit has increased by 23% from Rs.168crs to Rs.207crs and Net Profit by
10% from Rs.103crs to Rs.113crs. For the nine months, its Total Income
has increased by 8% from Rs.2309crs to Rs.2491crs while the Operating
Profit has increased by 19% from Rs.514crs to Rs.609crs and Net Profit by
12% from Rs.296crs to Rs.332crs. The EPS for the nine months is Rs.6/-.
City Union Bank is improving its Balance Sheet through higher provisions
towards non-performing assets. The bank has strong fundamentals. Its
Paid-up Capital is small at Rs.60crs with a high Networth of Rs.2696crs.
Technically the scrip is moving around Rs.80/- with a P/E Ratio of 11 and
Book Value of Rs.45/-.
FH (in crs)

31.12.15
(3 M)
59.82
2635.87
2695.69
4.19
45.06
1.00
850.27
206.89
64.83
142.06
29.00
113.06
1.89

Capital
R&S
Networth
RoNW
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
%GNPA
%NNPA

81.45
10.77
13.30
24.33
2.37
1.49

31.12.14
(3 M)
59.66
1970.66
2030.32
5.06
34.03
1.00
782.29
168.30
27.10
141.20
38.50
102.70
1.72

13.13
21.51
2.12
1.31

%CH
0.27
33.76
32.77
-17.19
32.41
8.69
22.93
139.23
0.61
-24.68
10.09
9.88

31.12.15
(9 M)
59.82
2635.87
2695.69
12.33
45.06
1.00
2490.67
609.24
159.78
449.46
117.00
332.46
5.56

31.12.14
(9 M)
59.66
1970.66
2030.32
14.58
34.03
1.00
2309.32
513.83
124.39
389.44
93.50
295.94
4.96

% CH
0.27
33.76
32.77
-15.43
32.41
7.85
18.57
28.45
15.41
25.13
12.34
12.10

1.29
13.11
-

81.45
10.99
13.35
24.46
2.37
1.49

12.82
22.25
2.12
1.31

4.13
9.93
-

31.03.15
(12 M)
59.66
2635.87
2695.53
14.65
45.18
1.00
3102.96
692.65
171.63
521.02
126.00
395.02
6.62
1.10

12.73
22.32
1.86
1.30

CASA increased by 24% to Rs.4872crs as on 31.12.2015 from Rs.3930crs in


31.12.2014 and the CASA ratio stood at 19% to total deposits.
Key Performance Indicators:
9M - FY 2016 Vs 2015:
ROA of the bank remains the same at 1.51% for both the periods
ROE of the bank stands at 15.55% Vs 17.59%
Cost to income ratio reduced to 40.23% from 42.99%
Q3 - FY 2016 Vs 2015:
ROA of the bank stands at 1.50% Vs 1.54%
ROE of the bank stood at 15.19% Vs 15.72%
Cost to income ratio reduced to 41.91% from 45.28%
Capital adequacy:
The Banks capital adequacy as on Dec. 31, 2015 as per Reserve Bank of India (RBI)
guidelines on Basel III norms was 14.63% and Tier-1 capital adequacy was 14.17%,
well above regulatory requirements.
Technology & Customer Service:
Bank has launched a new andriod application called CUB m-Bank Plus to all customers
of the bank thus enabling e-banking services vide biller payments, online fixed deposit
opening, loan against deposit, renewal of deposit, cheque book request, TNEB payment
through mobile, etc. The bank installed Bulk Note Acceptor facility across 328 locations.
J
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

COVER STORY

BANKING STOCKS

VIJAYA BANK : IMPROVING ITS BALANCE SHEET

MR. Y. NAGESHWARA RAO, ED

MR. KISHORE KUMAR SANSI,


MD & CEO

MR. B.S. RAMA RAO, ED

ijaya Bank has reported impressive


working results for the third quarter and nine
months ended 31st December, 2015. For the
quarter its Total Income has decreased by 2%
from Rs.3303crs to Rs.3237crs while the Operating Profit has increased by 26% from
Rs.351crs to Rs.443crs and Net Profit by 41%
from Rs.37crs to Rs.53crs. For the nine
months, its Total Income has increased by 1%
from Rs.9746crs to Rs.9729crs while the Operating Profit has increased by 30% from
Rs.947crs to Rs.1235crs and Net Profit
slipped by 9% from Rs.343crs to Rs.310crs
due to higher provisioning of 33%. Vijaya Bank
is improving Balance Sheet through higher
provisions towards non performing assets. By
March 2017 Vijaya Banks balance sheet is
expected to improve significantly. The bank has
strong fundamentals. Its Paid-up Capital is
small at Rs.859crs with a high Networth of
Rs.5923crs. Technically the scrip is moving
around Rs.30/- with a low P/E Ratio of 6 and
high Book Value of Rs.69/-.
Q3 highlights(y-o-y)
Advances up by 13%
Fee Income up by 32%
Net Interest Income up by 33%
NIM improved to 2.44% from 1.88%
Operating Profit up by 26%
Net Profit up by 41%
Provision Coverage Ratio at 58.07%
CRAR (Basel III) at 10.65%
Business (Y-o-Y)
Total business for the period ended 31st December,
2015 registered a growth of 5.90% and increased to

FH (in crs)

31.12.15
(3 M)
859.12

Capital
R&S
Networth
RoNW
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
%GNPA
%NNPA

10.00
3237.02
442.81
316.39
126.42
73.81
52.61
0.61
30.25
12.40
1.63
13.68
4.32
2.98

31.12.14
(3 M)
859.12

%CH
-

10.00
3302.67
-1.99
350.53
26.33
308.39
2.59
42.14 200.00
4.74 1457.17
37.40
40.67
0.44
38.64

1.13
10.61
2.92
1.89

44.25
28.93
-

31.12.15
(9 M)
859.12

31.12.14
(9 M)
859.12

% CH

10.00
9728.96
1234.57
737.24
497.33
186.84
310.49
3.61

10.00
9746.37
946.68
553.63
393.05
50.44
342.61
3.99

-0.18
30.41
33.16
26.53
270.42
-9.38
-9.52

30.25
6.29
3.19
12.69
4.32
2.98

3.52
9.71
2.92
1.89

-9.38
30.69
-

31.03.15
(12 M)
859.12
5064.12
5923.24
7.42
68.95
10.00
13152.49
1269.03
869.13
399.90
-39.51
439.41
5.11
1.50

3.34
9.65
2.78
1.92

Rs.215171 cr from Rs. 203187 cr as of 31st December 2014.


Deposits increased from Rs.124051 cr as on 31st December 2014 to Rs.125475 cr
as on 31st December 2015, up by 1.15%.
CASA has increased from Rs.23671 cr as of 31.12.2014 to Rs.25992 Cr as of
31.12.2015, up by 9.80 %. The percentage of CASA deposits also improved to 20.72
% from 19.08 %.
Advances increased to Rs.89696 cr as on 31st December 2015 from Rs.79136 cr
as on 31st December 2014, up by 13.34 %.
Advances
Priority Sector portfolio increased by 27.34 % ie, from Rs.27450 cr. as of 31.12.2014
to Rs.34955 cr as of 31.12.2015.
Direct agriculture advances increased by 17.79 % to Rs.12859 cr as of 31.12.2015.
Total Retail advances increased to Rs. 22204 cr as of 31.12.2015 from Rs.17609 cr
as of 31.12.2014 up by 26.09%. Retail advances are 24.75 % of total advances.
Advances to Weaker Section increased by 34.84 % and Advances to Women
beneficiaries increased by 26.67 %.
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

BANKING STOCKS

COVER STORY

Income
Q3 :
Interest income on advances for 3 months period ended 31.12.2015
increased to Rs.2232 cr against Rs.2140 cr for the corresponding
period of last year, up by 4.30%
For the 3 months ended December 2015, the bank earned fee
based income of Rs.122 cr against Rs.93 cr for the 3 months ended
December 2014 indicating a growth of 31.18%.
Net Interest Income for December 2015 quarter improved to Rs.738
cr from Rs.555 cr for December 2014 quarter, up by 32.97%
NIM improved to 2.44% from 1.88 %
9 months:
Interest income on advances for 9 months period ended 31.12.2015
increased to Rs.6731 cr against Rs.6416 cr for the corresponding
period of last year, up by 4.91%
For 9 months ended December 2015, the bank earned fee based
income of Rs.381 cr against Rs.311 cr for the 9 months ended
December 2014 indicating a growth of 22.51%.
Net Interest Income for 9 months ended December 2015 improved
to Rs.2092 cr from Rs.1669 cr for December 2014, up by 25.34%
NIM improved to 2.30% from 1.90%
Profit
Q3
Against the operating profit of Rs.351 cr for the quarter ended
December 2014, the banks operating profit for December 2015
increased by 26.21% to Rs.443 cr
Banks net profit for December 2015 is Rs.53 cr against Rs.37 cr for
December 2014 quarter, up by 43.24%.
9 months
Against the operating profit of Rs.947 cr for 9 months ended
December 2014, the banks operating profit for December 2015
increased by 30.41% to Rs.1235 cr

Banks net profit for 9 months ended December 2015 is Rs.310 cr


Asset Quality
Banks Gross NPA ratio as on 31st December 2015 is 4.32%.
Net NPA ratio of the Bank as on 31st December 2015 is 2.98%.
Provision coverage ratio of the Bank is at 58.07% as on 31.12.2015.
Capital Adequacy
Capital to risk weighted assets ratio is at 10.65% (Basel III) with Tier
I ratio at 7.80% and Tier II ratio at 2.85%.
CRAR of the bank is above the minimum stipulated level of 9.00%.
Branch Network
Total number of Branches as on 31.12.2015 is at 1797 .
Total number of ATMs as on 31.12.2015 is at 1584 .
Human Resources
Total staff strength as on 31.12.2015 stood at 14629.
Other Highlights
The bank has financed Rs.1540 crores to 1.40 lakh Micro
Entrepreneurs under Prime Minister Mudra Yojana upto Dec 2015.
The Bank received Best Emerging Bank Award for implementation of
Mudra Scheme.
Pradhan Mantri Jan Dhan Yojana (PMJDY) is being implemented on
mission mode from 28.08.2014. Vijaya Bank has so far opened 13.02
lakhs new Basic SB accounts and mobilised Rs.110.49 cr deposits
and all the account holders have been issued Rupay Cards.
Under 3 new social security schemes namely Pradhan Mantri
Jivanjyothi Bima Yojana [PMJBY], Pradhan Mantri Suraksha Bima
Yojana [PMSBY] and Atal Pension Yojana[APY] the bank has enrolled
22,20,857 accounts till Dec 2015.

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D
J
F
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J

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

10

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. AUROBINDO PHARMA

3. DR.REDDYS LABS

2. CADILA HEALTHCARE

4. SUVEN LIFE SCIENCES

AUROBINDO PHARMA : MAY RECOVER

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KOMPELLA PORTFOLIO INVESTMENT ADVICE

MARCH, 2016

11

CONTENTS

CONTENTS
BANKING STOCKS: IMPROVING BALANCE SHEETS

A strong economy needs a strong banking and financial system. The finance minister has provided Rs.25,000crs for
recapitalization of banks. It is a right step to improve the Balance Sheets of Public Sector Banks. He has also promised to
provide more funds if necessary to improve the banking system. The fund is highly useful to the banking system and the
balance sheets of public sector banks are expected to improve significantly during 2016-17. Further, RBI is expected reduce
the interest rates which will further boost the system.

COVER STORY
BANKING STOCKS
ANDHRA BANK
CANARA BANK
CITY UNION BANK
VIJAYA BANK

3-10 & 51-53


3-4
6-7
8
9-10

INVESTMENT SCRIPS
AUROBINDO PHARMA
CADILA HEALTHCARE
DR.REDDYS LABS
SUVEN LIFE SCIENCES

11
11
11
11
11

EDITORIAL

13

DEC. QUARTER PERFORMANCE

14-17

NINE MONTHS PERFORMANCE

18-21

SPECIAL REPORTS
AUROBINDO PHARMA
CIPLA
NCC
SURYALAKSHMI COTTON
SKS MICRO

54-58
54
55
56
57
58

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

The Editor

SEPTEMBER QUARTER
PERFORMANCE

22-25

FUNDAMENTALS
READY REFERENCE

26-36

FIRST HALF PERFORMANCE

37-40

JUNE QUARTER PERFORMANCE

41-44

The Ad Incharge

FY15 PERFORMANCE

45-48

KOMPELLA PORTFOLIO

FOR ADVERTISEMENTS

TECHNICAL ANALYSIS
ITC
JYOTHY LABS

49
49
49

INDEX
BSE SENSEX
NSE NIFTY

50
50
50

COVER STORY
BANKING STOCKS
YES BANK

3-10 & 51-53


52-53

For any query regarding advertisements, please contact

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

MARCH, 2016

12

EDITORIAL

KOMPELLA PORTFOLIO

INVESTMENT ADVICE

POSITIVE IMPACT OF BUDGET ON MARKET


BSE Sensex at 23,002.00 on 29.02.2016
NSE Nifty at 6,987.05 on 29.02.2016

(SINCE 1987) VOL. XXIX NO.3, MARCH, 2016.

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

Managing Director & Editor

K. V. Satyanarayana
Wholetime Director

Mrs. K. Radha Kumari


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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

he BSE Sensex has fallen from 24,870.69 on 29.01.2016 to


23,002.00 on 29.02.2016 -i.e., decrease of 7.51% in one month. The NSE
Nifty has fallen from 7,563.55 on 29.01.2016 to 6,987.05 on 29.02.2016 i.e., decrease of 7.62% in one month.
The overall impact of the budget for 2016-17 is positive from the
investors point of view. The market has feared during the last two months
that the budget may be negative under the present circumstances.
However, the Finance Minister has presented a positive Budget on the
economy and market point of view. At present, the Indian Economy is
faced with the major economic problems of falling exports, falling rupee
against the US Dollar, rising imports, increased trade imbalance, fall in
demand, extreme drought conditions, rising unemployment and global
economic problems etc. The finance minister has tried to increase the
domestic demand through increased spending on various sectors and
create employment generation particularly in the rural and irrigation areas.
At the same time he has not increased any major taxation. From the
market point of view he has imposed 10% tax on dividends above Rs.10
lakhs p.a. And minor increase(STT raised from 0.017% to 0.05% on options
trades) in securities transaction tax. The Change in the unlisted securities
capital gains tax wont affect the listed companies.
The revenue deficit for the year 2016-17 is estimated at 2.3% and the
fiscal deficit at 3.5%. However, non plan expenditure is expected to
increase from Rs.13,08,194crs to Rs.14,28,050crs. And the interest
payments are also estimated to increase from Rs.4,42,620crs to
Rs.4,92,670crs. Infact, the interest payments are nearly half of our tax
collections. On plan expenditure which is expected to increase from
Rs.4,77,197crs to Rs.5,50,010crs. In the long term, the public debt must
come down to reduce the interest burden. Similarly, the non plan
expenditure should not exceed the tax collections for a healthy economy.
A strong economy needs a strong banking and financial system. The
finance minister has provided Rs.25,000crs for recapitalization of banks.
It is a right step to improve the Balance Sheets of Public Sector Banks. He
has also promised to provide more funds if necessary to improve the
banking system. The fund is highly useful to the banking system and the
balance sheets of public sector banks are expected to improve significantly
during 2016-17. Further, RBI is expected reduce the interest rates which
will further boost the system.
The Agricultural credit has been hiked to Rs.9lakh crs which is
expected to improve the agricultural output. Higher amount of
Rs.86,500crs to Irrigation will improve the irrigated area. Road projects
are expected to be speeded up. Combined with the higher railway
expenditure and states expenditure the demand in India is expected to
improve significantly. Increase in domestic demand is essential to offset
falling exports and increased investment. Increase in Investment (in
Agriculture, Industry, Service sectors) will lead to increase in Incomes
and which in turn increased GDP and savings. Investment on education
and health will improve the incomes and welfare. Fall in oil and metal
prices may help the indian economy. It is an oppotunity to pay less for our
energy needs. However, it is challenge for our exports. The Problems of
oil producers may be there for a longer period. Investors must be cautious

Colony, Jubilee Hills, Hyderabad-500 033.


J

KOMPELLA PORTFOLIO INVESTMENT ADVICE

MARCH, 2016

13

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE


Quarter ended 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity


3M India
ABB India
Aksharchem
Akzo Nobel
Alembic Pharma
Amara Raja Batt.
Andhra Bank
Asian Paints
Astra Micro. P.
Aurobindo Pharma
Axis Bank
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Berger Paints
Bharat Electronics
Bharat Forge
Bharti Airtel
Biocon
Bosch
Cadila Healthcare
Cairn India
Can Fin Homes
Cantabil Retail
Cera Sanitaryware
Chola. Invest.
City Union Bank
Coffee Day Enter.
Colgate-Palmolive
Cosmos Films
Cummins India
Cyient
Dabur India
DCB Bank
Dewan Housing
Dish TV
Divis Labs
Dr.Reddys Labs
Eicher Motors
Elgi Equipments
Emami
Engineers India
Esab India
Exide Ind.
Federal Bank
Firstsource Sol.
Force Motors
GE Shipping

11
42
7
45
38
17
652
96
17
58
476
289
54
80
111
6
69
240
47
1999
100
31
102
1875
27
16
7
156
60
206
27
19
55
56
176
284
292
107
53
85
27
16
23
168
15
85
344
673
13
151

518
2425
50
748
922
1225
4801
4160
90
3496
12531
5565
2061
2444
75
150
1077
1517
1052
24103
836
2698
2428
2039
282
46
234
1060
850
680
1015
389
1147
782
2127
477
1884
771
853
3968
3317
351
789
368
111
1525
2086
818
746
948

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
443
2238
46
687
512
1060
4541
3653
148
3166
10929
5657
1477
1904
83
142
978
1608
1198
23228
769
2382
2205
3504
216
40
209
970
782
592
996
361
1083
712
2079
404
1525
690
791
3843
2294
321
692
398
112
1557
2090
751
517
878

17
8
9
9
80
16
6
14
-39
10
15
-2
40
28
-10
6
10
-6
-12
4
9
13
10
-42
31
15
12
9
9
15
2
8
6
10
2
18
24
12
8
3
45
9
14
-8
-1
-2
9
44
8

78
219
9
72
363
193
1030
728
17
724
3985
1097
1366
1688
63
27
152
251
250
4097
127
236
502
-227
258
4
31
224
207
47
202
37
151
87
346
84
279
119
292
758
418
22
178
33
6
194
325
85
24
509

23
151
4
68
90
144
923
518
18
545
3315
1161
977
1335
59
17
110
241
294
3984
104
102
392
1136
200
2
25
171
168
37
174
8
167
98
321
68
241
29
258
723
243
4
202
41
4
145
397
75
-4
340

239
45
125
6
303
34
12
41
-6
33
20
-6
40
26
7
59
38
4
-15
3
22
131
28
29
100
24
31
23
27
16
363
-10
-11
8
24
16
310
13
5
72
450
-12
-20
50
34
-18
13
50

96
253
9
104
387
240
777
25
820
3985
1371
640
969
65
26
178
427
313
207
432
591
852
69
5
36
229
57
232
38
227
131
427
287
214
337
537
31
176
100
9
242
90
61
470

37
165
5
87
102
185
605
21
606
3314
1322
403
759
61
14
133
391
355
165
290
445
2535
41
3
29
179
26
204
5
230
151
381
250
160
307
316
36
240
97
10
180
79
27
335

159
53
80
20
279
30
28
19
35
20
4
59
28
7
86
34
9
-12
25
49
33
-66
68
67
24
28
119
14
660
-1
-13
12
15
34
10
70
-14
-27
3
-10
34
14
126
40

57
129
5
63
269
136
34
463
14
535
2175
901
408
437
521
13
101
296
166
1117
103
221
390
9
42
2
20
148
113
1
159
33
178
87
319
41
186
68
247
579
271
14
134
62
5
134
163
67
27
275

17
84
2
51
71
102
202
368
13
384
1900
861
258
347
472
6
73
272
196
1437
91
111
282
1350
26
1
16
113
103
-21
131
5
181
101
283
43
160
-3
221
575
154
16
184
60
5
97
265
58
10
182

235
54
150
24
279
33
-83
26
8
39
14
5
58
26
10
117
38
9
-15
-22
13
99
38
-99
62
100
25
31
10
21
560
-2
-14
13
-5
16
12
1
76
-13
-27
3
0
38
-38
16
170
51

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

14

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE


Quarter ended 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity

Genus Power Infra.


26
GHCL
100
GIC Housing Fin.
54
Gillette
33
GMR Infra
604
Godrej Consumer
34
Granules India
21
Greenlam Ind.
12
Greenply Ind.
12
Gruh Finance
73
GSFC
80
GSK Consumer
42
Gujarat Ambuja Exports 28
Gujarat State Petro.
563
GVK Power
158
Hatsun Agro
11
Hawkins Cookers
5
HCL Tech.
282
HDFC
316
HDFC Bank
505
Heritage Foods
23
Himachal Fut.
124
Himatsingka Seide
49
Hind. Unilever
216
Hindustan Unilever
216
ICICI Bank
1163
IDFC
1594
Igarashi Motors
31
India Nippon
11
Indiabulls Hsg
84
Indo Count Ind.
39
Indusind Bank
594
Infosys
1144
Inter. Paper
40
InterGlobe Aviation
360
Intrasoft Tech.
15
Ipca Labs
25
ITC
804
Jamna Auto Ind.
40
Jet Airways
114
Jindal Poly Films
42
JK Tyre
45
JM Financial
79
JSW Energy
1640
JSW Steel
242
Just Dial
71
Jyothy Labs
18
Kajaria Ceramics
16
Kalindee Rail
17

205
665
223
508
3564
2356
345
241
422
324
1615
1029
781
248
1016
831
142
4471
12240
18283
583
593
435
7981
7981
17563
2161
105
87
2075
503
3767
15902
288
4298
259
684
9177
282
5444
1614
1617
426
2649
8698
171
385
602
91

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
211
582
186
498
2761
2236
320
215
393
271
1309
1012
799
243
792
713
113
4248
11824
14931
511
601
465
7774
7774
15527
2460
102
86
1697
428
3086
13796
283
3857
123
741
8904
262
5051
1692
1838
366
2381
13223
154
361
557
81

-3
14
20
2
29
5
8
12
7
20
23
2
-2
2
28
17
26
5
4
22
14
-1
-6
3
3
13
-12
3
1
22
18
22
15
2
11
111
-8
3
8
8
-5
-12
16
11
-34
11
7
8
12

25
134
47
70
776
432
51
25
52
82
151
146
32
162
107
44
14
1690
2480
5736
21
79
61
1349
1349
6560
1856
20
10
1799
1061
3959
25
857
8
44
3343
23
497
116
217
312
926
118
29
45
99
10

24
103
38
55
202
375
41
14
41
67
123
93
31
156
58
29
5
1793
2233
4779
10
51
43
1258
1258
5037
2112
17
6
1493
774
3689
9
702
4
79
3301
15
37
42
214
252
777
1406
44
29
72
5

4
30
24
27
284
15
24
79
27
22
23
57
3
4
84
52
180
-6
11
20
110
55
42
7
7
30
-12
18
67
21
37
7
178
22
100
-44
1
53
1,243
176
1
24
19
-92
-34
55
38
100

26
120
48
85
375
458
59
27
58
83
181
217
51
219
-207
54
11
2133
2565
27
76
53
1491
1491
480
28
12
811
100
35
1064
8
84
4267
35
663
145
201
183
769
-2019
47
52
108
2

22
80
39
71
-175
387
47
15
43
68
172
160
45
188
-111
39
6
2105
2378
16
50
34
1844
1844
636
25
9
627
68
16
834
6
111
3949
18
255
63
167
142
727
1372
53
34
82
2

18
50
23
20
18
26
80
35
22
5
36
13
16
38
83
1
8
69
52
56
-19
-19
-25
12
33
29
47
119
28
33
-24
8
94
160
130
20
29
6
-11
53
32
0

19
66
31
52
-379
323
27
12
35
54
103
132
31
123
-279
18
7
1654
2419
3357
11
70
42
971
971
3018
176
15
8
602
63
581
3465
15
657
5
23
2653
15
467
53
111
117
321
-923
27
39
58
1

15
42
25
37
-638
264
24
5
26
45
103
96
22
89
-209
13
3
1663
2179
2795
5
42
25
1252
1252
2889
422
13
5
478
44
447
3250
1
532
4
42
2431
5
63
2
92
87
380
329
32
26
46
1

27
57
24
41
22
13
140
35
20
0
38
41
38
38
133
-1
11
20
120
67
68
-22
-22
4
-58
15
60
26
43
30
7
1,400
24
25
-45
9
200
641
2,550
21
34
-16
-16
50
26
0

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

15

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE


Quarter ended 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity


Karnataka Bank
188
Karur Vysya Bank
122
Kotak Mah. Bank
916
KPIT Tech.
38
KPR Mills
38
L&T
186
Lakshmi Mach. Works 11
Lakshmi Vilas Bank
179
LIC Housing Fin.
101
Lupin
90
M&M Fin. Serv.
113
Marico
129
Maruti Suzuki
1510
MCX
51
MIC Elec.
33
Mindtree
84
Motherson Sumi S
132
Mphasis
210
MRF
4
Muthoot Finance
398
NCC
111
NCL Ind.
37
Neuland Labs
9
NIIT Tech.
61
NTPC
8245
Oberoi Realty
339
Page Ind.
11
Pennar Engg. Bldg.
34
Pennar Ind.
60
Persistent Systems
80
Pfizer
46
Pincon Spirit
20
Pokarna
6
Power Grid C.
5232
Praj Ind.
36
Premier Explosives
9
Rajesh Exports
30
Reliance Ind.
3239
Sagar Cements
17
Sanghvi Movers
9
Sasken Comm.
18
Shalimar Paints
4
Shree Cement
35
Shriram City Union Fin. 66
Siemens
71
Sintex Ind.
45
Siti Cable
68
Skipper
10
SKS Microfinance
127
South Indian Bank
135

1370
1525
6950
813
640
25829
652
723
3139
3556
1584
1556
15082
57
55
1215
9860
1517
3261
1138
2396
140
122
381
17413
782
440
116
384
592
506
237
42
5407
290
48
49819
68261
124
134
126
104
1829
1001
2314
2050
370
372
307
1561

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
1365
1512
5323
780
619
23848
568
635
2700
3178
1512
1452
12603
57
41
912
9149
1411
3353
1068
2653
137
108
332
18857
217
383
109
349
495
474
148
44
4354
219
37
12432
93528
124
87
107
104
1545
896
2188
1833
222
323
184
1467

0
1
31
4
3
8
15
14
16
12
5
7
20
0
34
33
8
8
-3
7
-10
2
13
15
-8
260
15
6
10
20
7
60
-5
24
32
30
301
-27
0
54
18
0
18
12
6
12
67
15
67
6

192
326
1677
100
77
2030
74
108
629
766
878
269
1448
14
9
180
665
200
611
849
199
17
14
58
3230
315
77
13
38
84
51
14
7
3215
32
4
354
8235
8
57
13
8
617
135
267
86
43
20
263

183
263
1120
86
70
2207
46
103
486
773
923
213
992
18
-1
161
595
183
510
765
209
16
10
50
3403
117
73
8
26
75
28
7
10
2439
12
2
262
5735
1
20
3
3
537
133
232
10
42
97
219

5
24
50
16
10
-8
61
5
29
-1
-5
26
46
-22
12
12
9
20
11
-5
6
40
16
-5
169
5
63
46
12
82
100
-30
32
167
100
35
44
700
185
333
167
15
2
15
760
2
-79
20

118
110
2357
113
648
933
169
305
2177
35
5
230
877
257
706
305
136
14
13
80
4004
336
80
14
31
127
106
11
9
3606
44
4
327
12873
11
75
18
3
424
271
234
294
95
35
106
-

106
96
2204
97
524
963
256
241
1692
44
-1
208
761
247
592
260
105
14
8
71
4439
129
75
7
18
124
74
6
10
2848
25
2
185
9892
8
41
25
293
230
922
248
20
31
42
-

11
15
7
16
24
-3
-34
27
29
-20
11
15
4
19
17
30
0
63
13
-10
160
7
100
72
2
43
83
-10
27
76
100
77
30
38
83
-28
45
18
-75
19
375
13
152
-

97
153
945
73
53
1035
63
46
419
530
101
198
1019
18
2
151
307
174
366
187
40
6
6
49
2493
209
52
8
13
77
40
6
3
1613
26
2
303
7290
3
28
11
2
103
174
114
180
39
19
80
102

107
114
717
65
42
867
45
33
344
601
160
160
802
23
-4
141
254
162
324
154
26
7
2
44
3074
79
45
4
7
74
18
4
5
1229
13
1
171
5256
1
7
16
-1
94
143
634
161
-20
17
41
88

-9
34
32
12
26
19
40
39
22
-12
-37
24
27
-22
7
21
7
13
21
54
-14
200
11
-19
165
16
100
86
4
122
50
-40
31
100
100
77
39
200
300
-31
10
22
-82
12
-295
12
95
16

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

16

DECEMBER QUARTER PERFORMANCE

DECEMBER QUARTER PERFORMANCE


Quarter ended 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity

Spicejet
599
State Bank of B&J
70
State Bank of Trav.
71
Sterling Tools
7
Subros
12
Sun Pharma
241
Sundaram Finance
111
Sundram Fast.
21
Suryalakshmi Cotton
17
Sutlej Textiles
16
Suven Life
13
Suzlon Energy
998
Swaraj Engines
12
Syndicate Bank
662
Take Sol.
12
Tata Coffee
19
Tata Elxsi
31
Tata Global Bev.
63
Tata Motors
679
Tata Power
270
Tata Steel
970
Tata Teleserv.(Maha) 1955
TCS
197
Techno Electric
11
Tide Water Oil
0.85
Titan Co.
89
Torrent Pharma
85
Trident
509
TTK Prestige
12
Tube Invest.
37
TVS Motor Co.
48
TVS Srichakra
8
Ultratech Cement
274
United Breweries
26
UPL
86
Vardhman Textiles
63
Vedanta
297
Velijan Denison
2
V-Guard Ind.
30
Vijaya Bank
859
Visaka Ind.
16
VRL Logistics
91
Wabco India
9
Welspun Corp.
132
Welspun India
100
Whirlpool
127
Wimplast
6
Yes Bank
420

1460
2637
2660
88
329
7082
591
614
183
552
113
1891
106
6188
248
459
274
2081
72256
9329
28039
742
27364
317
246
3426
999
898
448
1509
2940
509
6188
1158
3096
1720
14877
22
416
3237
215
431
458
2032
1490
814
91
4122

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
1311
2477
2627
88
281
6932
574
589
178
459
129
4977
102
5922
185
427
221
2141
70212
8528
33633
739
24501
181
235
2923
806
930
384
2469
2639
489
5944
1000
3047
1736
19219
13
395
3303
214
430
318
2270
1346
721
89
3508

11
6
1
0
17
2
3
4
3
20
-12
-62
4
4
34
7
24
-3
3
9
-17
0
12
75
5
17
24
-3
17
-39
11
4
4
16
2
-1
-23
69
5
-2
0
0
44
-10
11
13
2
18

249
551
413
13
17
1918
449
72
19
47
20
142
10
929
32
76
61
134
5041
7475
-261
49
7230
25
31
285
257
92
53
103
153
71
853
122
502
253
1335
6
31
443
8
43
63
127
301
52
16
1150

-239
488
348
8
14
1936
443
51
15
39
44
29
9
838
22
57
43
161
6746
7891
1745
-3
6586
23
17
253
100
79
41
275
123
43
728
66
466
160
3819
3
18
351
6
51
35
103
248
36
12
863

-204
13
19
63
21
-1
1
41
27
21
-55
390
11
11
45
33
42
-17
-25
-5
10
9
82
13
157
16
29
-63
24
65
17
85
8
58
-65
100
72
26
33
-16
80
23
21
44
33
33

269
14
29
2271
168
79
18
63
28
-15
16
48
82
68
148
8515
812
2584
80
8404
44
41
313
336
153
59
100
198
78
1106
177
505
330
2430
7
35
11
61
84
234
359
84
19
-

-242
9
20
1938
186
58
15
53
48
-6135
15
37
64
51
184
9071
1144
-1359
-16
7674
32
23
266
175
110
46
275
161
43
894
115
432
265
5639
4
18
11
62
52
170
273
64
14
-

-211
238
206
91
56
7
45
6
17 1417
-10
102
36
42
20
7
19
26
-42
18
-113
7
8
-120
30
24
28
30
33
40
-20
59
-6 3508
-29
24
- -2127
-80
10 6083
38
28
78
26
18
225
92
218
39
61
28
37
-64
112
23
108
81
48
24
546
54
72
17
309
25
148
-57
18
75
4
94
21
53
0
1
-2
25
62
52
38
87
32
174
31
44
36
11
676

-275
163
74
4
4
395
111
30
5
22
32
-6539
8
305
16
18
29
84
3581
198
157
-170
5328
12
14
191
103
24
28
87
90
26
400
40
263
85
1588
2
9
37
1
25
28
17
144
32
9
540

-187
26
23
75
50
259
-8
40
40
18
-44
0
-139
50
67
38
-30
-2
-88
14
133
86
18
112
154
32
29
20
85
37
80
17
74
-99
100
133
43
0
0
86
412
21
38
22
25

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

17

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


9 months 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity


3M India
Aksharchem
Akzo Nobel
Alembic Pharma
Amara Raja Batt.
Andhra Bank
Asian Paints
Astra Micro. P.
Aurobindo Pharma
Axis Bank
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Berger Paints
Bharat Electronics
Bharat Forge
Bharti Airtel
Biocon
Bosch
Cadila Healthcare
Cairn India
Can Fin Homes
Cantabil Retail
Cera Sanitaryware
Chola. Invest.
City Union Bank
Coffee Day Enter.
Colgate-Palmolive
Cosmos Films
Cummins India
Cyient
Dabur India
DCB Bank
Dewan Housing
Dish TV
Divis Labs
Dr.Reddys Labs
Eicher Motors
Elgi Equipments
Emami
Engineers India
Esab India
Exide Ind.
Federal Bank
Firstsource Sol.
Force Motors

11
7
47
38
17
652
96
17
58
476
289
54
80
111
6
69
240
47
1999
100
31
102
1875
27
16
7
156
60
206
27
19
55
56
176
284
292
107
53
85
27
16
23
168
15
85
344
673
13

1551
139
2063
2514
3521
14075
11563
295
10149
36767
17276
5388
6879
348
468
3122
4080
3297
71636
2507
7874
7389
6909
788
115
653
3073
2491
1969
3063
1234
3659
2280
6293
1409
5347
2261
2626
11715
11924
1002
1953
1209
336
5062
6278
2357
2149

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
1363
150
1935
1553
3145
13169
10648
526
8958
31459
16873
3952
5181
440
457
2880
3114
3324
69095
2252
9697
6363
11969
590
101
571
2771
2309
1764
2953
1255
3272
2006
5877
1163
4398
1958
2267
10949
8738
964
1664
1224
334
5222
6083
2281
1661

14
-7
7
62
12
7
9
-44
13
17
2
36
33
-21
2
8
31
-1
4
11
-19
16
-42
34
14
14
11
8
12
4
-2
12
14
7
21
22
15
16
7
36
4
17
-1
1
-3
3
3
29

206
21
179
815
523
2787
1892
50
2042
11705
3397
3558
4864
314
75
389
340
788
12324
423
1021
1578
233
721
9
81
580
609
138
606
116
529
259
1007
252
816
319
909
2455
1464
56
336
102
26
642
1029
237
102

97
19
161
272
428
2295
1477
78
1660
9373
3075
2628
3670
404
59
295
240
769
11528
349
1107
1048
5421
541
6
70
461
514
76
520
44
496
258
884
209
691
50
738
2017
895
41
376
106
20
579
1159
227
27

112
11
11
200
22
21
28
-36
23
25
10
35
33
-22
27
32
42
2
7
21
-8
51
-96
33
50
16
26
18
82
17
164
7
0
14
21
18
538
23
22
64
37
-11
-4
30
11
-11
4
278

253
23
259
863
662
2194
66
2232
11706
4417
1515
2817
322
73
463
861
992
965
1569
1830
4111
177
9
95
596
138
687
119
765
389
1233
838
898
1076
1883
80
360
311
35
777
257
211

138
22
253
304
557
1754
92
1859
9373
3707
1038
2073
443
52
352
690
950
538
1919
1231
7212
101
7
81
484
63
601
39
776
392
1055
713
181
876
1213
85
462
313
31
694
234
127

83
5
2
184
19
25
-28
20
25
19
46
36
-27
40
32
25
4
79
-18
49
-43
75
29
17
23
119
14
205
-1
-1
17
18
396
23
55
-6
-22
-1
13
12
10
66

143
13
150
628
381
488
1317
37
1419
6069
2849
963
1345
1701
38
260
563
537
4194
535
870
1134
1516
110
5
54
381
332
-27
431
72
588
260
921
125
540
210
785
1927
943
33
283
188
19
445
465
185
106

67
13
142
213
309
453
1054
55
1172
5177
2192
983
1504
25
195
444
516
3928
296
1050
800
4720
63
2
46
308
296
-70
395
13
595
260
781
128
459
-32
618
1699
615
43
347
199
17
408
725
172
55

113
0
6
195
23
8
25
-33
21
17
30
37
13
52
33
27
4
7
81
-17
42
-68
75
150
17
24
12
9
454
-1
0
18
-2
18
27
13
53
-23
-18
-6
12
9
-36
8
93

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

18

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


9 months 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity


GE Shipping
151
Genus Power Infra.
26
GHCL
100
GIC Housing Fin.
54
Gillette
33
GMR Infra
604
Godrej Consumer
34
Granules India
21
Greenlam Ind.
12
Greenply Ind.
12
Gruh Finance
73
GSFC
80
GSK Consumer
42
Gujarat Ambuja Exports 28
Gujarat State Petro.
563
GVK Power
158
Hatsun Agro
11
Hatsun Agro
11
Hawkins Cookers
5
HDFC
316
HDFC Bank
505
Heritage Foods
23
Himachal Fut.
124
Himatsingka Seide
49
Hindustan Unilever
216
ICICI Bank
1163
IDFC
1594
Igarashi Motors
31
India Nippon
11
Indiabulls Hsg
84
Indo Count Ind.
39
Indusind Bank
594
Infosys
1144
Inter. Paper
40
InterGlobe Aviation
360
Intrasoft Tech.
15
Ipca Labs
25
ITC
804
Jamna Auto Ind.
40
Jet Airways
114
Jindal Poly Films
42
JK Tyre
45
JM Financial
79
JSW Energy
1640
JSW Steel
242
Just Dial
71
Jyothy Labs
18
Kajaria Ceramics
16

2928
649
1909
643
990
9621
6699
1057
688
1204
930
4462
3200
2084
760
3083
2551
2551
387
36117
52111
1748
1806
1436
24042
49472
6900
318
251
5889
1546
10833
45891
858
12049
531
2191
26669
889
15922
5308
5205
1209
7288
31181
511
1201
1761

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
2554
618
1734
534
938
8175
6184
938
614
1135
770
4034
3092
1917
826
2203
2162
2162
357
33337
41896
1529
1870
1486
23130
45033
7069
283
239
4575
1223
8962
39908
863
10102
242
2457
27215
753
14509
5571
5574
1001
7190
40372
437
1114
1599

15
5
10
20
6
18
8
13
12
6
21
11
3
9
-8
40
18
18
8
8
24
14
-3
-3
4
10
-2
12
5
29
26
21
15
-1
19
119
-11
-2
18
10
-5
-7
21
1
-23
17
8
10

1604
91
395
136
114
1592
1107
151
64
140
237
464
554
91
524
531
153
153
45
7285
15629
68
238
187
4030
16756
5726
61
22
5160
2990
11400
45
1822
10
130
9772
67
822
595
732
863
2319
1854
103
136
277

1078
72
314
116
69
477
914
121
46
116
196
411
429
90
586
-178
74
74
33
6530
12683
29
199
128
3674
14252
5984
39
20
4036
2248
10383
15
794
4
354
9518
35
-347
292
560
656
2139
5183
109
97
210

49
26
26
17
65
234
21
25
39
21
21
13
29
1
-11
107
107
36
12
23
134
20
46
10
18
-4
56
10
28
33
10
200
129
150
-63
3
91
104
31
32
8
-64
-6
40
32

1556
90
322
137
145
643
1143
175
67
156
239
572
821
138
651
-246
184
184
44
7501
85
273
161
4599
-1242
83
32
2254
297
73
2397
12
217
11907
96
1352
720
649
507
2277
-258
169
163
306

1114
50
243
118
107
-523
957
137
50
124
197
552
628
126
676
-607
102
102
35
6873
45
207
103
4878
1814
64
29
1737
169
37
1190
8
473
11361
44
442
351
446
372
2033
5156
148
118
231

40
981
80
65
33
179
16
89
36
85
- -1208
19
809
28
85
34
27
26
89
21
156
4
347
31
506
10
72
-4
345
-526
80
77
80
77
26
28
9 6730
- 8922
89
37
32
254
56
124
-6 2992
- 9024
- -1065
30
45
10
20
30 1669
76
185
- 1666
- 9894
97
17
101 1410
50
8
-54
54
5 7350
118
44
206
776
105
294
46
347
36
287
12 1090
-913
14
106
38
122
32
163

611
29
133
76
55
-1841
642
69
22
76
130
336
387
64
343
-726
31
31
22
6116
7409
16
180
70
3297
8253
1325
32
18
1350
111
1298
9232
-7
727
6
240
7247
14
-85
108
224
238
1024
1734
92
94
124

61
124
35
17
55
26
23
23
17
20
3
31
13
1
148
148
27
10
20
131
41
77
-9
9
41
11
24
67
28
7
94
33
-78
1
214
172
55
21
6
15
30
31

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

19

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


9 months 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity

Kalindee Rail
17
Karnataka Bank
188
Karur Vysya Bank
122
Kotak Mah. Bank
916
KPIT Tech.
38
KPR Mills
38
L&T
186
Lakshmi Mach. Works 11
LIC Housing Fin.
101
Lupin
90
M&M Fin. Serv.
113
Marico
129
Maruti Suzuki
1510
MCX
51
MIC Elec.
33
Mindtree
84
Motherson Sumi S
132
Mphasis
210
Muthoot Finance
398
NCC
111
NCL Ind.
37
Neuland Labs
9
NIIT Tech.
61
NTPC
8245
Oberoi Realty
339
Page Ind.
11
Pennar Engg. Bldg.
34
Pennar Ind.
60
Persistent Systems
80
Pfizer
46
Pincon Spirit
20
Pokarna
6
Power Grid C.
5232
Praj Ind.
36
Premier Explosives
9
Rajesh Exports
30
Reliance Ind.
3239
Sagar Cements
17
Sanghvi Movers
9
Sasken Comm.
18
Shalimar Paints
4
Shree Cement
35
Shriram City Union Fin. 66
Sintex Ind.
45
Siti Cable
68
Skipper
10
SKS Microfinance
127
South Indian Bank
135

247
4087
4614
20064
2384
1871
69475
1836
9150
10027
4667
4825
42441
174
155
3365
28442
4571
3414
6803
468
372
1115
52395
1181
1348
309
1085
1635
1502
698
143
15042
686
126
109283
216292
500
368
363
293
3553
2859
5433
832
976
839
4568

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
194
3897
4469
15250
2227
1889
63982
1729
7837
9692
4356
4507
36346
164
116
2644
25558
4366
3213
7025
358
332
983
53929
578
1164
304
1031
1394
1390
427
138
12474
706
107
31297
307965
388
200
324
330
3153
2590
4858
650
813
526
4339

27
5
3
32
7
-1
9
6
17
3
7
7
17
6
34
27
11
5
6
-3
31
12
13
-3
104
16
2
5
17
8
63
4
21
-3
18
249
-30
29
84
12
-11
13
10
12
28
20
60
5

15
600
977
4304
252
245
5596
169
1808
2067
2687
777
4565
39
27
506
1869
606
2526
557
76
45
157
8085
527
269
33
99
236
216
38
29
8854
41
8
1185
22904
54
156
33
17
1746
680
92
128
523
657

14
534
683
3314
228
214
5692
143
1425
2503
2789
634
2728
35
-6
458
1575
594
2334
531
15
31
136
7910
306
230
21
74
219
161
20
22
7026
25
6
746
18736
3
14
18
4
1578
613
29
131
290
651

7
12
43
30
11
14
-2
18
27
-17
-4
23
67
11
10
19
2
8
5
407
45
15
2
72
17
57
34
8
34
90
32
26
64
33
59
22
1,700
1,014
83
325
11
11
217
-2
80
1

-7
313
232
6491
302
1876
2527
614
898
6908
68
28
675
2476
771
885
363
71
42
250
10441
590
280
32
73
364
375
29
30
9984
75
5
886
35560
70
211
50
6
811
746
747
117
109
290
-

3
297
385
6326
229
1534
3046
883
721
4957
124
-6
596
1879
772
834
315
12
28
227
10944
347
238
20
51
365
225
18
24
8147
68
8
492
31180
358
79
219
-6
620
650
609
47
105
150
-

-9
309
430
- 2404
5
193
-40
156
3 2637
32
164
22 1213
-17 1464
-30
370
25
586
39 3438
-45
15
17
13
447
32
860
0
515
6
544
15
84
492
41
50
20
10
163
-5 7527
70
361
18
175
60
16
43
28
0
217
67
156
61
18
25
14
23 4428
10
35
-38
2
80
820
14 20232
-80
35
167
79
-77
32
1
31
232
15
474
23
394
149
-26
4
59
93
219
260

1
317
326
2133
187
123
2695
140
1008
1856
546
463
2427
76
-12
408
522
497
505
2
-10
10
147
7347
214
149
10
18
215
58
10
10
3567
40
3
449
17185
275
-8
117
-7
202
408
329
-75
59
147
291

-3
32
13
3
27
-2
17
20
-21
-32
27
42
-80
10
65
4
8
4,100
100
11
2
69
17
60
56
1
169
80
40
24
-13
-33
83
18
-87
-73
15
16
20
0
49
-11

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

20

NINE MONTHS PERFORMANCE

NINE MONTHS PERFORMANCE


9 months 31st Dec., 2015
TI
(Rs. crs) (Rs. crs)
31.12.15

Company/ Bank Equity

Spicejet
599
State Bank of B&J
70
State Bank of Trav.
71
Sterling Tools
7
Subros
12
Sun Pharma
241
Sundaram Finance
111
Sundram Fast.
21
Suryalakshmi Cotton
17
Sutlej Textiles
16
Suven Life
13
Suzlon Energy
998
Swaraj Engines
12
Syndicate Bank
662
Take Sol.
12
Tata Coffee
19
Tata Elxsi
31
Tata Global Bev.
63
Tata Motors
679
Tata Power
270
Tata Steel
970
Tata Teleserv.(Maha) 1955
TCS
197
Techno Electric
11
Tide Water Oil
0.85
Titan Co.
89
Torrent Pharma
85
Trident
509
TTK Prestige
12
Tube Invest.
37
TVS Motor Co.
48
TVS Srichakra
8
Ultratech Cement
274
United Breweries
26
UPL
86
Vardhman Textiles
63
Vedanta
297
Velijan Denison
2
V-Guard Ind.
30
Vijaya Bank
859
Visaka Ind.
16
VRL Logistics
91
Wabco India
9
Welspun Corp.
132
Welspun India
100
Whirlpool
127
Wimplast
6
Yes Bank
420

3613
7940
7955
270
947
20681
1730
1906
550
1722
330
6291
412
19182
718
1308
781
6145
194877
28105
87644
2239
80198
771
727
8808
4430
2738
1217
6280
8429
1535
18632
3790
8962
5021
48454
56
1349
9729
729
1306
1272
6480
4351
2628
259
11914

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
31.12.15 31.12.14
31.12.14
31.12.15 31.12.14
31.12.15 31.12.14
4452
7297
7880
248
891
21317
1676
1786
544
1410
410
15028
435
17126
515
1241
618
6071
195381
25820
105838
2147
70429
573
710
9407
2579
2802
1102
7330
7599
1431
17745
3531
8466
5237
55905
52
1304
9746
736
1274
965
6119
3937
2518
263
9940

-19
9
1
9
6
-3
3
7
1
22
-20
-58
-5
12
39
5
26
1
0
9
-17
4
14
35
2
-6
72
-2
10
-14
11
7
5
7
6
-4
-13
8
3
0
-1
3
32
6
11
4
-2
20

299
1687
1251
37
48
5212
1304
212
55
146
68
266
47
3194
93
185
163
400
12778
22792
5327
130
21262
129
91
664
2247
303
134
622
440
216
2459
418
1392
725
5949
14
103
1235
40
151
171
401
864
228
41
3077

-630
1489
904
26
39
6436
1292
202
48
125
128
-141
51
2806
57
204
106
479
21268
22769
7219
-11
18872
117
59
816
573
254
117
787
350
120
2146
344
1257
540
11635
12
86
947
35
145
112
136
698
201
34
2312

13
38
42
23
-19
1
5
15
17
-47
-8
14
63
-9
54
-16
-40
0
-26
13
10
54
-19
292
19
15
-21
26
80
15
22
11
34
-49
17
20
30
14
4
53
195
24
13
21
33

424
43
82
5382
575
249
53
194
91
1024
70
160
209
192
495
20010
3127
8281
137
24826
188
114
745
2557
450
150
643
566
238
3198
556
1309
949
10009
15
112
54
200
237
658
1030
318
50
-

-613
334
657
276
29
48
21
71
15
16
6545
-18 3002
599
-4
355
219
14
136
47
13
21
164
18
95
138
-34
63
-7087
753
73
-4
40
515
98
63
89
223
-6
83
135
42
114
557
-11
219
28464
-30 5847
2610
20
513
5548
49
164
1 13,600
-339
22692
9 17879
147
28
112
180
-37
72
871
-14
522
776
230 1777
347
30
173
133
13
93
805
-20
313
463
22
314
117
103
146
2914
10 1564
472
18
243
1230
6
748
837
13
419
14640
-32 1858
15
0
9
84
33
70
310
57
-5
16
174
15
89
162
46
147
324
103
204
770
34
510
276
15
180
42
19
29
- 1837

-710
497
144
14
13
3650
363
119
17
88
92
-7946
44
1106
43
81
73
244
12270
9
1749
-451
16140
84
128
608
520
77
83
277
257
70
1441
211
704
291
4569
9
51
343
15
72
90
-75
378
155
25
1454

32
92
50
23
-18
-2
14
24
8
-32
-9
-53
107
2
56
-10
-52
5,600
-91
11
33
-44
-14
242
125
12
13
22
109
9
15
6
44
-59
0
37
-10
7
24
63
35
16
16
26

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

21

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


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

Company/ Bank Equity


3M India
Aditya Birla Chem.
Aditya Birla Nuvo
Akzo Nobel India
Alembic Pharma
Allahabad Bank
Allcargo Log.
Amara Raja Batt.
Amrutanjan Health
Andhra Bank
APL Apollo
Apollo Tyres
Ashok Leyland
Asian Paints
Astra Microwave
Aurobindo Pharma
Axis Bank
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balmer Lawrie
Bank of Baroda
Bharat Elec.
Bharat Forge
Biocon
Bosch
Brigade Ent.
BS
Cadila Healthcare
Cairn India
Can Fin Homes
Carborundum Uni.
CARE
CCL Products
Cheviot Co.
Chola.Investment
Cigniti Tech.
Cipla
City Union Bank
Coal India
Coffee Day Ent.
Colgate-Palmolive
Container Corp.
Cosmo Films
CYIENT
Dabur
Dr Reddys Labs
Dredging Corp.
Edelweiss Fin.
Eicher Motors
Emami
Finolex Cables

11
23
130
47
38
601
25
17
3
652
23
51
285
96
16
58
476
289
54
80
111
29
462
240
47
100
31
113
44
102
1875
27
19
29
27
5
156
25
161
60
6316
171
27
195
19
56
176
85
28
81
27
23
31

515
307
7285
657
1009
5317
1468
1158
45
4744
1057
2996
4940
3779
106
3333
12001
6098
1680
2224
110
646
12300
1468
1117
837
2619
340
1023
2459
2242
263
521
78
235
99
1019
146
3452
829
17490
666
1038
1502
436
772
2096
3989
160
1240
3123
575
605

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
458
292
6596
607
547
5417
1463
1060
41
4424
754
3346
3218
3633
190
2881
10550
5963
1232
1648
185
689
11817
1294
1138
758
2495
369
713
2108
3982
198
548
74
247
73
917
81
2767
773
16164
577
1001
1355
451
672
1930
3588
169
905
2275
490
637

12
5
10
8
84
-2
9
10
7
40
-10
54
4
-44
16
14
2
36
35
-41
-6
4
13
-2
10
5
-8
43
17
-44
33
-5
5
-5
36
11
80
25
7
8
15
4
11
-3
15
9
11
-5
37
37
17
-5

68
60
1168
46
376
1159
99
164
9
931
61
375
482
550
25
683
3628
1239
1102
1587
99
34
2337
135
256
138
368
104
73
548
46
239
56
55
41
14
185
23
655
205
2422
53
228
229
40
98
372
926
20
768
405
81
62

36
49
1026
40
107
1157
79
143
6
746
44
369
126
472
34
547
3162
1058
834
1183
178
20
2403
81
258
119
337
65
55
348
1953
178
29
50
41
7
147
6
436
173
2020
9
169
164
18
90
322
647
8
535
249
103
66

89
22
14
15
251
25
15
50
25
39
2
283
17
-26
25
15
17
32
34
-44
70
-3
67
-1
16
9
60
33
57
-98
34
93
10
100
26
283
50
19
20
489
35
40
122
9
16
43
150
44
63
-21
-6

83
50
1169
74
401
135
210
11
38
525
546
669
29
705
1469
441
911
102
52
313
325
526
544
90
47
632
1406
57
90
58
47
19
190
23
765
4463
50
266
402
42
140
447
43
152
502
84
101

50
40
1097
68
133
118
191
7
33
463
268
577
39
602
900
307
648
210
34
229
319
183
559
64
32
419
3237
30
56
74
46
12
154
7
535
4095
11
196
405
18
141
380
26
135
324
126
114

68
25
7
9
202
14
10
61
16
13
103
16
-26
17
63
43
41
-52
53
36
2
188
-3
41
45
51
-57
88
59
-22
2
66
23
235
43
9
337
35
-1
139
18
65
12
55
-33
-11

46
20
414
40.98
289
177
73
123
7
251
20
279
287
399
18
452
1916
933
279
441
568
30
124
207
175
306
305
39
21
391
673
35
39
38
29
13
122
13
431
108
2544
-9
157
233
21
99
341
722
17
96
255
61
65

25
11
452
35.75
77
141
64
100
4
144
19
258
121
347
23
372
1611
591
197
316
510
17
1104
147
174
102
306
21
16
278
2278
18
17
52
26
8
99
6
299
94
2192
-40
130
192
4
90
287
574
3
79
165
92
79

84
82
-8
15
275
26
14
23
75
74
5
8
137
15
-22
22
19
58
42
40
11
76
-89
41
1
200
86
31
41
-70
94
129
-27
12
63
23
117
44
15
16
21
21
425
10
19
26
467
22
55
-34
-18

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

22

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


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

Company/ Bank Equity


Finolex Inds.
124
Force Motors
13
Gallantt Ispat
28
Gallantt Metal
81
GHCL
100
Glaxo Consumer
42
GMR Infra.
604
Godrej Consumer
34
Godrej Inds.
34
Granules India
21
Grasim Inds.
92
Greaves Cotton
49
Guj. Fluoro
11
Gulf Oil Lub.
10
GVK Power
158
HDFC
316
HDFC Bank
504
Heritage Foods
23
Hester Biosciences
9
Himatsingka Seide
49
Hindalco
207
Hindustan Zinc
845
Hi-Tech Gears
19
HPCL
339
ICICI Bank
1162
ICRA
10
IDBI Bank
1604
Idea Celular
3400
Igarashi Motors
31
Indiabulls Housing Fin. 84
Indian Bank
480
Indusind Bank
592
Infosys
1144
Inox Wind
222
ITC
803
J&K Bank
48
Jamna Auto
40
Jet Airways
114
Jindal Poly Films
42
Jindal Steel
91
JK Tyre & Ind.
45
Jyothy Labs
18
Kajaria Ceramics
16
Kalyani Steels
22
Kanoria Chem.
22
Karur Vysya Bank
122
KEC Inter.
51
Kitex Garments
5
Kotak Mah. Bank
915
L&T
186
L&T Finance Hold.
1721
La Opala RG
11
Lakshmi Vilas Bank
179

467
763
121
162
657
1126
3091
2245
3249
366
8393
425
1795
249
1068
12521
17324
587
24
533
8925
4033
111
42072
16106
85
7914
8689
104
1985
4579
3581
15635
1008
8904
1848
318
5248
1803
4707
1810
401
610
318
76
1570
2021
134
6729
23393
1793
63
698

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
386
599
110
160
592
1114
2682
2061
2298
308
7943
441
1276
239
699
11608
13895
512
21
518
8554
3802
110
51667
14889
77
7611
7570
91
1514
4340
2973
13342
543
9024
1883
256
4772
1894
5143
1872
368
540
315
85
1495
2173
128
4920
21159
1552
57
614

21
27
10
1
11
1
15
9
41
19
6
-4
41
4
53
8
25
15
14
3
4
6
1
-19
8
10
4
15
14
31
6
20
17
86
-1
-2
24
10
-5
-8
-3
9
13
1
-11
5
-7
5
37
11
16
11
14

40
43
11
12
130
224
395
383
210
53
940
64
253
37
251
2436
5043
27
6
62
307
1989
8
-601
5158
22
1519
1519
21
1726
736
1007
3993
129
3301
438
24
162
179
476
261
42
102
47
5
355
134
40
1557
1898
1271
21
95

32
16
6
9
97
184
111
319
112
39
771
43
214
31
10
2306
4060
9
5
43
701
1793
5
1212
4698
17
1197
1312
11
1343
765
725
3483
82
3245
432
9
-266
124
990
194
25
68
37
3
207
99
28
1136
1786
1116
14
90

25
169
83
33
34
22
256
20
88
36
22
49
18
19
2410
6
24
200
20
44
-56
11
60
10
29
27
16
91
29
-4
39
15
57
2
1
167
44
-52
35
68
50
27
67
72
35
43
37
6
14
50
6

74
81
13
15
107
351
172
392
263
60
1316
85
297
38
-7
2464
5043
32
7
55
404
3032
14
72
33
2784
27
746
129
3949
34
280
216
-192
222
52
111
56
11
90
48
2293
338
22
-

36
53
8
11
70
257
-176
347
146
45
1105
47
233
30
-130
2358
4060
14
5
33
304
2692
11
1688
15
2346
20
369
79
3826
11
263
106
1081
157
34
74
37
4
31
35
1858
290
17
-

105
53
51
33
53
36
13
80
34
19
81
27
27
5
24
126
40
67
33
13
26
-96
126
19
36
102
63
3
217
6
105
41
54
49
51
197
190
37
23
17
27
-

42
42
9
10
51
219
-399
287
135
31
489
54
147
24
-124
2107
2869
15
4
42
103
2255
5
-321
3030
21
120
809
15
556
369
560
3398
89
2431
196
15
88
72
-618
118
39
59
29
5.18
142
44
27
942
996
215
15
45

14
26
4
6
31
160
-610
235
95
22
416
27
122
19
-236
2064
2381
5
3
24
79
2184
3
850
2709
3
118
756
9
448
314
430
4360
55
2425
172
3
70
45
442
76
25
40
23
0.42
91
20
19
718
862
182
11
32

200
62
125
67
65
37
22
42
41
18
100
20
26
2
21
200
33
75
30
3
67
12
600
2
7
67
24
18
30
-22
62
14
400
26
60
55
56
48
26
1133
56
120
42
31
16
18
36
41

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

23

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


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

Company/ Bank Equity


LIC Housing Fin.
101
LT Foods
26
Lupin
91
Lycos Internet
95
M&M Financial
113
Manappuram Fin.
168
Marico
65
Maruti Suzuki
151
Mayur Uni.
23
MIC Electronics
31
Minda Corp.
42
MindTree
84
Motherson Sumi
132
MRF
4
NCC
111
Neuland Labs
9
Neyveli Lignite
1678
NHPC
11071
NMDC
396
NTPC
8245
Oberoi Realty
339
Omkar Speciality
21
ONGC
4278
Oracle Fin.
42
Ortel Comm.
30
Page Inds.
11
Pennar Eng.
34
Pennar Inds.
60
Persistent Systems
80
Petronet LNG
750
Pfizer
46
PI Industries
14
PNB
393
PNB Housing Fin.
127
Pokarna
6
Power Grid Corp.
5232
PTC India Fin.
562
PVR
47
Rajesh Exports
30
Ramkrishna For.
27
Rane Brake Lining
8
Rel. Capital
253
Rel. Power
2805
Reliance Comm.
1244
Renaissance Jew.
19
Repco Home Fin.
62
RIL
3238
Rupa & Co.
8
Sadbhav Eng.
17
Satin Creditcare
29
SBI
776
Shipping Corp.
466
Shree Cement
35

3065
691
3321
565
1579
553
1485
13934
136
53
616
1169
9198
3330
2392
127
1716
2346
1602
17899
189
101
20680
1003
46
461
111
389
543
7545
512
446
13702
643
99
4918
442
475
44320
236
109
2335
2766
5324
303
216
70901
270
746
126
46855
1085
1724

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
2628
681
3173
460
1468
503
1431
12315
131
37
485
889
8017
3361
2561
121
1402
2099
3105
16737
186
67
20448
944
37
397
93
350
464
10980
481
427
13020
413
83
4179
199
399
10959
163
100
2078
1783
5287
278
169
109797
259
595
74
41833
1093
1608

17
1
5
23
8
10
4
13
4
43
27
32
15
-1
-7
5
22
12
-48
7
2
51
1
6
24
16
19
11
17
-31
6
4
5
56
19
18
122
19
304
45
9
12
55
1
9
28
-35
4
25
70
12
-1
7

620
77
565
162
954
338
206
1600
29
10
39
185
626
654
201
15
437
1237
852
2708
97
16
5900
428
7
96
11
34
78
386
85
73
2939
27
2871
61
452
36
6
1036
957
827
11
59
7533
31
59
88
10266
168
119

486
61
724
127
986
328
175
933
22
-2
34
152
472
496
193
11
236
931
1965
2091
102
12
6575
335
3
72
6
25
72
442
65
63
2876
13
2368
27
248
19
3
917
464
768
6
49
6794
31
37
48
8512
24
118

28
26
-22
28
-3
3
18
71
32
15
22
33
32
4
36
85
33
-57
30
-5
33
-10
28
133
33
83
36
8
-13
31
16
2
108
21
126
82
89
100
13
106
8
83
20
11
59
83
21
600
1

647
55
704
179
264
114
240
2388
33
11
60
236
834
802
134
13
694
1793
1313
3492
121
14
9912
507
8
98
11
25
120
442
140
92
120
23
3278
262
79
305
37
10
379
700
1071
12
61
11580
30
54
23
325
387

519
41
941
132
353
130
202
1679
25
-3
38
200
494
576
73
11
497
1226
2421
3106
114
10
10389
501
5
78
6
18
123
474
36
82
69
12
2722
61
39
174
28
7
277
437
1157
7
51
10830
29
39
10
233
327

25
36
-25
35
-25
-13
19
42
30
59
18
69
39
84
16
40
46
-46
12
6
40
-5
1
48
26
94
44
-2
-7
289
12
72
88
20
328
106
75
32
39
37
60
-7
68
20
7
5
38
137
40
18

412
23
409
105
157
63
151
1226
20
8
29
158
287
461
41
6
343
1181
810
2898
72
9
4842
323
2.83
60
4
9
72
249
62
58
621
77
13
1448
211
41
280
17
4
250
346
156
9
39
6720
29
26
15
3879
162
129

341
19
630
82
219
77
118
863
16
-5
22
137
104
317
-3
5
259
684
1567
2072
71
6
5445
318
1.27
50
3
6
71
263
2
49
575
46
4
1201
38
9
160
17
2
217
253
153
3
33
5972
17
10
7
3100
19
109

21
21
-35
28
-28
-18
28
42
25
32
15
176
45
20
32
73
-48
40
1
50
-11
2
123
20
33
50
1
-5
3000
18
8
67
225
21
455
356
75
100
15
37
2
200
18
13
71
160
114
25
753
18

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

24

SEPTEMBER QUARTER PERFORMANCE

SEPTEMBER QUARTER PERFORMANCE


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

Company/ Bank Equity


Sintex Inds.
SKS Microfinance
SML Isuzu
SMS Pharma
South Indian Bank
Spicejet
Srikalahasthi Pipes
Stampede Capital
State Bk of Tra.
Sterlite Tech.
Sun Pharma
Sundaram Clay.
Sundaram Fin.
Sunil Hitech Eng.
Suryalakshmi Cot.
Sutlej Textiles
Suven Life
Symphony
Syndicate Bank
Syngene Internat.
Take Solutions
Tata Coffee
Tata Elxsi
Tata Global
Tata Motors
Tata Power
Tata Steel
TCS
Tech Mahindra
Techno Electric
Titan Co.
TN Newsprint
Torrent Pharma
Trident
TTK Prestige
TVS Motor Co.
TVS Srichakra
UltraTech Cement
Union Bank
Vedanta
V-Guard Inds.
Vijaya Bank
Vishnu Chem.
Voltamp Trans.
VRL Logistics
Wabco India
Welspun India
Wipro
Wonderla Holidays
Yes Bank
Zensar Tech.
Zicom Electronic

44
127
14
8
135
599
40
23
71
79
241
10
111
17
17
16
13
7
662
199
12
19
31
63
679
270
970
197
481
11
89
69
85
509
12
48
8
274
687
297
30
859
12
10
91
9
100
494
57
419
44
20

1912
291
269
153
1526
1040
295
44
2643
1056
6838
373
584
416
180
619
117
115
6670
261
242
453
264
2034
61318
9541
29305
27165
6616
253
2673
555
1691
961
421
2881
522
6013
9101
16561
433
3203
119
133
427
429
1472
12567
43
3995
759
317

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
1681
190
234
135
1406
1450
257
18
2609
592
8039
345
562
305
185
459
140
92
5681
202
169
440
206
2019
60641
8584
35777
23816
5488
208
3593
472
1217
966
382
2667
491
5770
8755
19549
431
3254
111
134
433
323
1414
11816
34
3338
656
261

14
53
15
13
9
-28
15
144
1
78
-15
8
4
36
-3
35
-16
25
17
29
43
3
28
1
1
11
-18
14
21
22
-26
18
39
-1
10
8
6
4
4
-15
-2
7
-1
-1
33
4
6
26
20
16
21

258
185
8
18
213
-28
60
15
373
102
1663
24
437
33
17
49
26
33
1225
62
33
58
56
112
2452
1867
460
7307
904
71
179
108
653
96
48
165
72
706
1490
2340
33
399
19
4
47
51
283
2429
11
1019
108
34

228
113
3
12
211
-299
37
2
275
31
2797
20
432
27
16
43
33
23
954
44
18
78
34
152
6355
1292
2213
6351
966
59
313
81
217
75
40
129
44
619
1334
4279
32
306
15
1
42
39
245
2306
7
817
90
25

13
64
167
50
1
62
650
36
229
-41
20
1
22
6
14
-21
43
28
41
83
-26
65
-26
-61
45
-79
15
-6
20
-43
33
201
28
20
28
64
14
12
-45
3
30
27
300
12
31
16
5
57
25
20
36

275
103
14
18
54
60
18
70
1977
32
241
23
17
67
35
41
85
48
67
64
163
3313
1097
3156
8490
1250
79
205
110
793
142
54
208
80
958
1411
3797
36
399
14
11
64
74
343
3242
20
1019
137
28

221
58
10
12
-279
34
4
39
2874
25
213
16
16
56
36
31
63
32
85
43
172
8884
677
3877
7397
1151
70
340
79
291
111
46
168
43
834
1334
5711
31
306
10
8
52
56
263
3026
13
818
110
23

24
78
35
51
75
355
79
-31
26
13
46
6
18
-2
32
35
51
-22
48
-5
-63
62
-19
15
9
13
-40
38
173
28
17
24
86
15
6
-34
14
30
42
35
24
34
30
7
54
25
25
22

146
78
6
10
93
24
37
15
103
29
1106
13
154
11
7
33
25
29
332
52
25
28
38
78
-430
247
1529
6085
786
47
145
60
568
51
34
116
49
427
658
974
23
115
7
7
29
48
172
2235
12
610
91
16

107
57
4
5
76
-310
18
3
19
13
2050
7
130
7
6
30
25
22
316
40
13
32
24
62
3291
-78
1254
5244
720
47
240
34
198
21
28
95
26
414
371
1640
19
144
4
5
22
31
130
2085
6
483
67
13

36
37
50
100
22
106
400
442
123
-46
86
18
57
17
10
32
5
30
92
-13
58
26
22
16
9
-40
76
187
143
21
22
88
3
77
-41
21
-20
75
40
32
55
32
7
100
26
36
23

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

25

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

3M India
ABB India
Aban Offshore
ACC
Adani Ports
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
APM Industries
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
Automotive Axles
Avanti Feeds
AVT Natural Prod.
Axis Bank
Axis Finance
Axiscades Eng.
Bajaj Auto
Bajaj Electricals
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balaji Amines
Balaji Telefilms
Ballarpur Inds.
Balmer Lawrie

Year Equity B.V. Turnover


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

31.03.15
31.12.15
31.03.15
31.12.14
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.12.14
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.12.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15

11.27 716.70
42.38 141.98
11.55 937.50
187.95 438.18
414.01 52.00
23.39 196.70
450.36 44.07
5.54 3.90
130.14 988.78
16.87 88.04
75.77 25.97
7.31 97.74
46.66 196.86
5.71 162.56
37.70 46.93
571.38 206.41
25.21 142.25
51.21 51.21
17.08 99.51
5.88 512.26
310.38 66.41
2.92 71.81
602.85 166.94
27.11 204.77
9.77 309.74
23.44 201.41
4.32 52.73
69.56 227.22
50.91 98.98
15.30 101.10
14.84 244.00
258.24 95.07
24.31 11.57
12.27 96.15
284.59 14.40
78.98 79.00
11.44 740.93
95.92 49.44
5.00 95.82
16.37 35.43
16.30 88.74
11.20 54.05
29.20 183.55
15.11 200.15
9.08 286.40
15.23 12.72
474.10 188.47
318.25 18.54
13.61 46.02
289.37 369.50
20.15 67.38
50.15 959.15
79.56 688.85
111.29 1203.45
6.48 62.42
13.04 58.55
131.12 29.72
28.50 316.86

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

1840.30 153.51 164.56 108.34 96.13


8140.27 552.71 474.59 299.88 14.15
4040.84 1780.86 734.22 544.94 94.36
11738.21 949.68 1135.20 1168.3 62.16
6151.98 2990.63 2501.21 2314.33 11.18
1127.10 186.93 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
2056.12 358.56 359.08 282.93 15.01
21712.13 4459.71 1603.05 620.90 10.87
5632.68 318.00 317.14 239.86 19.03 70
3721.30 242.75 170.28 120.57 4.71
4211.33 575.08 609.86 410.86 24.06 361
495.54
69.78 63.76 51.18 87.04
9461.40
807.56
163.33
22.47 26.56 17.29 11.84
17868.45 3298.44 1218.20 638.88 10.60 20
778.54
19.35
7.64
3.38 1.25 30
932.71 153.20 81.36 54.93 56.22
3013.78 161.18 97.67 63.76 27.20 60
313.36
27.96 28.75 18.85 8.73
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
461.14
20.00 16.48 10.54 6.98
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
317.59
32.48 28.81 19.41 7.13
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
346.49
-2.21
8.48
5.62 0.86
3686.8 252.21 -62.39 -21.35
2740.37 140.11 210.44 147.44 51.73

10951 113.92 9 1512 1550.88 206.02 216.14 142.52


1103 77.95 9 1512 2425.11 218.96 209.00 129.40 2.00
151 1.60 9 1512 270.52
17.11 2.00
1226 19.72 9 1509 8885.20 759.30 654.73 488.99
213 19.05 6 1509 3590.67 1813.9 1409.3 1308.3 2.00
225 14.12 6 1509 596.45 121.35 69.07 40.30
- 6 1503 971.99 252.99 219.48 144.38
21 19.81 3 1503 31.24 -0.19 0.96 0.96 1.00
752 6.91 6 1509 14105.34 2289.9 1372.8 810.70
401 40.51 9 1509 924.20 123.00 99.18 92.05 2.00
13 6.13 3 1506 93.28 12.82 11.10 11.10 5.00
151 6.90 9 1512 139.36 21.11 19.69 12.60
1249 31.28 9 1512 2062.98 178.77 218.63 149.53
243 10.08 6 1509 179.92 16.29 15.70 9.19
609 40.57 9 1512 2513.82 814.87 815.38 628.26 2.00
43 3.96 6 1509 10713.5 2400.3 842.38 323.96
155 8.15 6 1509 2946.8 201.03 188.29 147.66 2.00
391 83.01 6 1509 1716.8 124.71 99.05 65.85 2.00
839 34.87 9 1512 3521.02 523.45 558.96 380.84 1.00
765 8.79 6 1509 247.64 32.66 30.15 22.62
193
- 9 1512 2379.22
109.96 2.00
399 33.70 6 1509 74.14 10.36 13.33 9.03 2.00
46 4.34 9 1512 14074.5 2786.6 853.24 488.24
111 88.80 6 1509 421.13 32.64 26.78 19.21
290 5.16 3 1506 218.40 31.72 11.89 7.70
663 24.38 6 1509 2021.59 110.38 63.57 41.92
50 5.73 6 1509 139.50 12.99 15.23 9.84 2.00
1422 57.09 3 1506 1264.96 136.02 113.36 90.84 5.00
160 8.33 6 1509 5841.3 789.07 832.09 569.34 1.00
39 3.57 3 1506 59.85 4.87 1.95 1.42
31 7.40 3 1503 197.43 52.96 5.12 4.36
282 21.35 9 1512 6130.85
252.37
145 92.36 9 1512 1633.76
63.31 1.00
119 8.25 6 1509 118.57 16.98 15.53 10.45
90 76.27 9 1512 12866.3
644.75 1.00
175 33.91 3 1506 630.23 126.13 21.13 12.38 5.00
133 10.12 3 1506 23.40 3.89 1.55 0.01
856 58.87 9 1512 11562.8 1892.2 1980.8 1317.5 1.00
143 8.64 6 1509 90.05 8.54 7.92 4.44
114 15.36 9 1512 295.22 49.57 48.97 37.25 2.00
29 4.89 3 1503 217.79 16.86 5.76 4.56 2.00
484 26.73 3 1503 122.48 13.58 13.71 8.63 5.00
663 12.29 9 1512 10149.33 2041.9 1951.37 1419.15 1.00
573 82.09 6 1509 506.91 25.92 23.73 15.66
383 2.98 3 1506 603.41 61.55 68.79 45.71
29 14.65 6 1509 140.44 16.85 17.49 11.93 1.00
403 12.98 9 1512 36766.5 11705.1 9163.6 6069.4 2.00
220 30.86 9 1512 279.53
21.30 5.00
2357 24.24 9 1512 17276.2 3396.9 4185.7 2849.4
165
- 3 1506 1009.09 53.27 34.67 20.34 2.00
6111 34.13 9 1512 5387.50 3558.1 1475.6 963.48
1701 16.02 9 1512 6879.37 4864.36 2777.1 1345.3 5.00
1383 7.58 9 1512 348.19 313.84 317.55 1701.48
129 11.50 9 1512 468.46 74.85 60.32 37.94 2.00
96 111.63 6 1509 130.88 7.22 14.79 9.37 2.00
13
- 6 1509 2401.7 176.04 -38.69 -20.77 2.00
525 10.15 9 1512 2050.04
96.61
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

26

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

Bank of Baroda
31.03.15
Bank of India
31.03.15
Bank of Maharash. 31.03.15
Bannari Am. Spin. 31.03.15
Banswara Syntex 31.03.15
Bata India (15m)
31.03.15
BEML
31.03.15
Berger Paints India 31.03.15
BGR Energy Syst. 31.03.15
Bhagiradha Chem. 31.03.15
Bhagyanagar India 31.03.15
Bharat Electronics 31.03.15
Bharat Forge
31.03.15
Bharti Airtel
31.03.15
BHEL
31.03.15
Biocon
31.03.15
Birla Corporation 31.03.15
Bosch (15m)
31.03.15
BPCL
31.03.15
Brigade Enterprises 31.03.15
Britannia Industries 31.03.15
Brooks Labs
31.03.15
BS
31.03.15
Butterfly Gandhim. 31.03.15
Cadila Healthcare 31.03.15
Cairn India
31.03.15
Cambridge Tech.
31.03.15
Canara Bank
31.03.15
Can Fin Homes
31.03.15
Cantabil Retail
31.03.15
Carborundum Univ. 31.03.15
CARE
31.03.15
Castrol India
31.12.14
CCL Products
31.03.15
Central Ba. of India 31.03.15
Centum Electronics 31.03.15
Century Enka
31.03.15
Century Plyboards 31.03.15
Cera Sanitaryware 31.03.15
Cesc
31.03.15
Chaman Lal Setia 31.03.15
Chennai Petro.
31.03.15
Cheviot Co.
31.03.15
Cholamandalam Inv. 31.03.15
Cipla
31.03.15
City Union Bank 31.03.15
CMC
31.03.15
Coal India
31.03.15
Coffee Day Enter. 31.03.15
Colgate Palmolive 31.03.15
Compuage Infocom 31.03.15
Container Corpo. 31.03.15
Coromandel Inter. 31.03.15
Corporation Bank 31.03.15
Cosmos Films
31.03.15
Cox & Kings
31.03.15
Cummins India
31.03.15
CYIENT
31.03.15

443.56
665.65
1063.18
15.75
16.93
64.26
41.64
69.33
72.16
5.05
12.80
80.00
46.57
1998.70
489.52
100.00
77.01
31.40
723.08
112.74
23.99
16.19
43.98
17.88
102.37
1874.85
19.63
475.20
26.62
16.33
18.82
29.00
247.30
26.61
1658.27
12.57
21.85
22.25
6.50
133.00
9.43
149.00
4.51
143.73
160.59
59.66
30.30
6316.36
14.59
13.60
6.62
194.97
29.13
167.54
19.44
84.66
55.44
56.18

175.16
398.02
66.32
160.88
130.62
77.45
498.71
18.17
186.29
97.68
34.33
985.63
150.13
168.03
139.26
163.48
339.81
2339.8
310.72
120.34
103.50
68.83
12.57
125.77
207.66
314.00
14.73
556.68
289.81
44.35
57.72
124.28
10.04
31.69
94.33
133.77
323.75
17.35
270.54
543.53
84.50
111.08
642.95
186.07
134.26
45.18
447.25
63.89
374.15
56.64
121.31
391.63
75.59
125.16
195.79
149.93
104.13
164.12

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

47365.55 9915.10 5420.60 3398.43 15.32 160


47662.61 7467.77 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
1230.60
78.37 14.42
8.03 4.74
2693.99 255.67 328.67 231.17 17.99 65
2809.09
17.77
6.91
6.76 1.62
4322.06 418.22 404.10 264.70 3.82
3365.00 283.82 78.70 42.15 5.84
219.63
7.68
3.04
2.52 4.99 10
251.75
3.10
2.40
2.05 0.32
6842.66 990.12 1466.69 1167.24 145.91
4548.05 1079.47 1057.32 718.98 30.88 225
92135.10 15857.20 10713.0 5308.30 12.97
30182.98 1407.74 2140.01 1419.29 5.80
3089.81 474.89 624.13 497.43 24.87
3209.89 148.15 212.88 175.44 22.78
12085.48 1432.91 1955.85 1337.65 426.00
238086.90 5798.65 7415.51 5084.51 70.32
1310.83 283.86 172.48 95.23 8.45
7858.42 719.43 949.59 688.64 57.41
85.21
5.77 10.35
9.47 5.85
2673.15 247.17 113.19 75.19 1.71
531.82
32.28
4.22
2.83 1.58
8651.34 1468.46 1445.53 1150.59 56.20 240
14646.20 5953.16 5109.09 4479.60 23.89 90
32.26
2.62
3.65
3.12 1.59
48300.29 6950.37 3497.63 2702.63 56.87 105
817.03 747.74 137.45 86.24 32.40
138.68
7.96
2.57
2.89 1.77
2050.17 163.06 220.41 132.60 7.05
257.21 157.12 199.38 140.33 48.39 80
3392.30 680.60 726.30 474.50 9.59
880.57 144.42 133.82 93.98 7.06
28303.01 3559.12 890.40 606.45 3.66
487.99
82.51 86.59 43.35 34.49
1218.53
72.92 62.62 36.57 16.74
1564.81 219.44 179.80 150.82 6.78
821.67 102.07 100.93 67.66 52.05 125
6189.00 1206.00 883.00 698.00 52.48
510.57
35.03 29.72 20.08 21.32
41865.96 -375.36 -742.39 -38.99
266.99
20.54 42.32 34.58 76.67
3688.50 665.57 666.23 444.14 30.90
11345.44 1656.99 1654.25 1180.77 14.71
3102.96 692.65 521.02 395.02 6.62 110
2513.49 335.98 331.42 277.12 91.46 275
74120.07 15015.6 21583.9 13726.7 21.73 207
2479.36 116.16 -140.71 -83.77
3981.94 747.22 780.39 558.98 41.10 2400
2378.83
40.45 17.92 12.10 18.28
5573.70 923.83 1294.57 1047.55 53.73
11306.43 748.91 591.98 401.79 13.79
21038.91 3027.45 475.46 584.26 6.97 70
1846.78
69.62 38.22 27.88 14.34
2569.09 813.20 233.65 91.78 5.42
4405.80 652.07 937.39 785.85 28.35 700
2735.93 329.54 445.55 353.20 31.43

138 9.01 6 1509 24544.1 4538.9 2047.5 1176.6 2.00


86 3.35 6 1509 22977.1 3162.5 -1589.7 -996.52
29 6.84 6 1509 7029.6 1223.9 321.05 131.47
187 22.94 6 1509 382.48 39.12 20.78 13.92
84 17.72 6 1509 618.07 46.00 11.64 6.91
467 25.96 9 1512 253.70
190.88 5.00
955 589.51 6 1509 1211.45 -96.19 -105.03 -105.03
238 62.30 9 1512 3121.51 389.15 397.22 260.22 2.00
97 16.61 3 1506 894.07 72.62 17.50 11.44
100 20.04 3 1503 58.36 1.63 0.72 0.60
16 50.00 3 1506 68.68 1.41 0.96 0.77 2.00
1120 7.68 9 1512 4080.30 340.48 738.57 563.16
785 25.42 9 1512 3297.38 797.86 794.87 536.54 2.00
320 24.67 9 1512 71636.1 12324. 12633. 4193.9 5.00
106 18.28 6 1509 10299.7 -1150.9 -292.89 -171.01 2.00
462 18.58 9 1512 2506.6 423.4 785.40 535.20 5.00
370 16.24 6 1509 1601.33 46.34 44.74 35.12
16141 37.89 9 1512 7873.65 1020.96 1297.6 869.76
781 11.11 3 1506 51966.1 3280.8 3496.2 2376.2
139 16.45 6 1509 693.52 184.51 104.75 63.02
2652 46.19 9 1512 6467.47
615.88 2.00
82 14.02 3 1503 23.51 1.77 2.72 2.34
18 10.53 6 1509 1993.43 145.51 63.50 44.37 1.00
177 112.03 6 1509 545.98 30.69 15.95 10.71
314 5.59 9 1512 7388.50 1577.6 1605.7 1133.9 5.00
126 5.27 9 1512 6908.74 233.15 1476.71 1516.34
117 73.58 6 1509 29.44 2.51 3.11 4.00
172 3.02 6 1509 24730.6 3947.7 1375.6 1007.7
930 28.70 9 1512 788.27 721.20 174.42 109.66
71 40.11 9 1512 114.53 8.71 5.07 4.56
165 23.40 6 1509 1016.72 112.17 123.64 72.24 1.00
937 19.36 9 1512 189.61
82.16
397 41.40 9 1509 2507.1 652.90 725.90 474.40 5.00
170 24.08 6 1509 454.70 83.17 79.78 59.48 2.00
49 13.39 6 1509 14203.2 1740.8 514.64 316.47
521 15.11 6 1509 186.24 16.86 18.64 13.29
151 9.02 9 1512 863.02
39.93
148 21.83 9 1512 1203.73
127.55 1.00
1647 31.64 9 1512 653.10 81.07 83.40 53.66 5.00
432 8.23 6 1509 3476.00 643.00 457.00 347.00
58 2.72 6 1509 246.64 31.39 30.12 18.89 2.00
179
- 3 1506 9053.43 1000.7 923.51 923.51
586 7.64 6 1509 156.22 22.27 31.37 22.90
664 21.49 9 1512 3073.22 580.27 580.74 380.86
519 35.28 6 1509 7305.2 1565.6 1538.9 1081.9 2.00
84 12.69 9 1512 2490.67 609.24 449.46 332.46 1.00
- 3 1506 672.24 77.84 86.73 56.28
313 14.40 6 1509 37707.9 6808.7 9683.7 6308.2
228
- 9 1512 1968.53 137.52 -68.41 -26.91
837 20.36 9 1512 3063.47 606.46 605.29 430.62 1.00
101 5.53 6 1509 1379.33 27.61 11.09 7.59
1178 21.92 6 1509 2922.79 425.75 591.36 439.81
173 12.55 6 1509 5745.60 351.68 282.02 187.94 1.00
34 4.88 3 1506 5334.60 808.50 187.12 204.26 2.00
234 16.32 9 1512 1234.27 116.44 91.65 72.12
151 27.86 6 1509 1369.01 620.97 488.17 252.76 5.00
883 31.15 9 1512 3658.91 529.19 705.13 587.70 2.00
424 13.49 9 1512 2279.73 259.17 328.90 260.19 5.00
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

27

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

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
DB Realty
31.03.15 243.26 140.22
DCB Bank
31.03.15 282.01 54.39
DCM Shriram
31.03.15 32.64 113.88
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
Dish TV India
31.03.15 106.56
Divis Labs
31.03.15 26.55 268.32
DQ Entertainment 31.03.15 79.28 56.54
Dr. Reddys Labs
31.03.15 85.19 653.26
Dredging Corp.
31.03.15 28.00 526.54
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
Elnet Tech.
31.03.15
4.00 118.43
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
Esab India
31.03.15 15.39 187.82
Ess Dee Alum.
31.03.15 32.05 270.71
Essar Oil
31.03.15 1450.00 26.57
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 47.70
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
31.12.15
6.39 170.47
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
Genus Power Infra 31.03.15 25.68 18.97
Geometric
31.03.15 12.89 63.28
GHCL
31.03.15 100.02 69.44
GIC Housing Fin. 31.03.15 53.85 122.63
Gillette India
30.06.15 32.59 227.78
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

7827.20
11.36
2009.51
263.44
1588.14
5639.18
438.61
11484.82
5981.64
1368.54
2687.95
3084.01
181.57
14818.89
734.96
8738.32
13952.64
1341.31
2153.78
1328.89
1314.27
21.48
2217.25
1713.00
438.48
437.98
551.85
855.92
83206.00
896.27
1278.92
6875.06
8297.77
2449.09
2476.15
3034.65
287.38
2363.72
4140.13
117.93
292.14
56741.98
563.46
722.05
784.25
1648.11
1601.14
3438.03
304.67
916.00
1105.30
2373.61
732.74
1973.50
851.77
4307.59
3287.58
585.67

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

1201.43 1319.36 1065.83 6.07


0.78
2.64
1.88 5.05
474.11 492.26 316.34 17.23
2.20 -20.91
0.57 0.02
277.45 208.03 191.18 6.78
288.53 228.36 210.80 12.92
45.93 21.34 19.88 28.40
1330.28 67.66 265.48 4.73
943.04 621.29 42.65
16.58 -241.47 -241.47
119.27
7.36
3.14 0.03
1026.20 1067.18 847.06 63.81
55.78 35.60 28.99 3.66
2628.60 2816.26 2217.86 130.17
81.06 65.37 62.41 22.29
894.96 992.62 615.36 227.07
767.41 455.28 116.79 6.64
156.86 151.25 96.63 1.69
210.84 96.34 72.67 2.04
98.18 33.93 16.34 1.50
51.82 68.39 48.10 3.03
6.65
8.47
5.63 14.08
505.77 592.45 485.61 21.39
194.68 467.56 307.98 9.14
112.38 144.61 105.98 22.23
113.09 104.13 68.55 3.45
36.76 30.61 23.64 15.36
129.39 56.41 37.41 11.67
4321.00 1521.00 1521.00 10.49
39.03
4.88
3.84 0.61
91.70 62.00 49.03 6.75
777.67 798.49 545.87 6.42
1627.79 1521.04 1005.75 11.74
195.07 263.15 198.66 12.99
152.41 80.78 47.78 3.85
308.58 244.02 234.32 3.52
2.15
-0.58 -0.58
65.72 124.94 101.36 76.90
133.78 -183.28 -143.70
4.82 11.67
7.66 4.12
31.73
3721.94 4284.36 3039.17 23.96
40.21 30.18 27.11 9.60
48.48 36.78 33.95 4.17
69.05 60.51 43.05 19.68
106.07 75.77 41.21 4.71
179.37 35.09 22.05 7.29
818.83 798.13 748.24 49.62
98.95 119.55 77.35 3.34
107.70 68.39 53.12 2.07
97.91 115.95 55.16 8.56
441.14 257.95 183.02 18.30
153.70 153.70 102.96 19.12
151.76 245.92 158.13 48.52
60.45 12.86
7.78 1.10
668.00 889.15 583.61 138.76
601.84 748.63 471.65 55.68
20.01 10.30
7.07 2.45

200

400

100
700
100

110
90
20

50

60

110

22

550
625

241
60
305
39
73
116
508
28
154
18
72
989
21
2961
307
18803
165
105
4
50
122
65
1036
147
653
441
137
42
212
124
46
228
296
31
1137
2411
154
50
1136
324
405
26
306
109
523
294
30
50
149
107
186
4360
15
5543
3217
55

39.70
11.88
17.70
1950.
10.77
8.98
17.89
5.92
3.61
2400.
15.50
5.74
22.75
13.77
82.81
24.85
62.13
1.96
33.33
40.26
4.62
48.43
16.08
29.37
28.71
11.74
68.85
31.41
19.31
3.92
17.55
76.88
8.81
31.35
12.14
13.52
42.19
6.24
15.55
23.14
71.74
5.93
8.98
24.15
17.41
5.85
9.73
89.86
13.64
39.95
57.78
22.45

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

1512
1509
1506
1509
1512
1509
1506
1509
1512
1506
1512
1512
1509
1512
1512
1512
1503
1506
1509
1506
1512
1509
1512
1512
1512
1503
1512
1506
1509
1506
1512
1512
1512
1509
1509
1512
1506
1512
1512
1509

6292.72 1006.66 1134.63


7.07 1.59 2.27
473.36 101.06 105.75
128.14 22.35 9.75
1409.36 252.02 191.36
3245.3 241.23 208.64
158.76 23.35 18.45
5786.9 509.13 -99.64
5347.3 816.33 819.14
331.45 12.58 -22.71
2260.58 319.11 209.64
2625.95 909.27 987.31
69.39 13.65 25.61
11714.60 2454.7 2465.5
489.14
11923.7 1464.2 1540.1
3685.04 241.19 190.81
302.42 11.04 23.66
927.15 93.11 28.09
257.14 14.48 2.92
1002.29 56.07 48.59
11.24 4.27 5.33
1953.02 336.14 332.02
1209.42 101.65 292.30
361.41 93.44 117.86
229.18 59.59 55.46
336.30 25.63 27.54
184.61 25.02 9.74
29458.0 2209.0 1264.0
210.97 14.77 5.76
1040.05
5062.33 641.99 660.72
6277.69 1029.26 713.77
1193.70 122.13 152.94
1100.1 154.45 163.65
2357.25 237.12 205.09
64.96 2.94 -1.11
2149.02 102.10 146.64
3187.46
63.04 1.96 5.67

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

1512
1509
1509
1509
1506
1509
1512
1512
1512
1509
1512
1512
1512
1503
1512
1512
1503

40181.79
246.30 20.69
346.12 24.63
453.62 45.98
416.24 20.88
722.29 88.94
2927.74 1603.89
184.12
649.26 90.97
605.91 52.37
1908.59 394.68
642.89 136.13
990.11 114.13
226.96 15.93
3200.16 553.51
2063.99
152.66 7.43

920.78
1.64
66.46
11.65
124.99
185.58
13.92
53.92
539.54
-22.71
209.64
785.47
19.58
1926.7
41.97
943.38
137.56
19.86
22.17
4.13
32.84
3.46
283.21
188.39
79.84
36.68
18.96
7.04
1264.0
3.84
46.65
445.22
465.39
112.93
112.14
185.30
-1.11
105.68
66.01
3.71

28

2.00

5.00

1.00
2.00
1.00
2.00
1.00
1.00
5.00

5.00
5.00
1.00
2.00
2.00

1528.91
17.35 16.31
21.18 20.15
43.09 29.99
13.65 7.83 2.00
23.23 17.98
1059.8 981.20
31.10 1.00
80.45 64.68
77.62 42.15 2.00
262.32 178.82
136.13 88.63
131.06 85.28
3.11 1.55
778.07 506.23
269.23
6.80 3.57

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

1.00

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

GMR Infrastruct. 31.03.15


GOCL Corp.
31.03.15
Godrej Consumer 31.03.15
Godrej Industries 31.03.15
Goldstone Infra.
31.03.15
Granules India
31.03.15
Graphite India
31.03.15
Grasim Industries 31.03.15
Greaves Cotton
31.03.15
Greenlam Inds.
31.03.15
Greenply Industries 31.03.15
Gruh Finance
31.03.15
Gujarat Alkalies
31.03.15
Gujarat Ambuja Ex 31.03.15
Guj. Fluorochem. 31.03.15
Guj. Ind. Power
31.03.15
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 Lubricants 31.03.15
GVK Power & Infra 31.03.15
Harita Seating Sys. 31.03.15
Hatsun Agro Prod. 31.03.15
Hawkins Cookers 31.03.15
HBL Power Syst. 31.03.15
HCL Tech.
30.06.15
HDFC
31.03.15
HDFC Bank
31.03.15
HDIL
31.03.15
HEG
31.03.15
Hero Motor Corp. 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

436.13
9.91
34.04
33.59
14.43
20.43
39.08
91.87
48.84
12.07
12.07
72.68
73.44
27.67
10.99
151.25
63.60
483.44
79.70
562.98
9.91
157.92
7.77
10.87
5.29
25.30
281.20
314.94
501.30
419.00
39.96
39.94
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

10.87
67.45
126.64
96.08
22.29
21.10
89.74
2512.3
33.41
93.85
200.15
19.58
290.94
59.70
380.31
121.42
101.94
37.04
112.03
64.35
37.76
12.28
62.28
20.37
111.38
24.23
136.02
286.22
247.39
257.87
235.42
327.56
83.16
50.56
575.87
7.52
81.75
180.49
17.21
102.60
80.71
473.13
140.11
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

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

11087.68 742.11 -2806.41 -2733.29


109.38
9.82 41.87 30.68 6.19
8276.36 1277.78 1248.72 907.12 26.65
9230.51 388.39 518.79 402.47 11.98 175
92.15
11.04
6.43
4.92 1.36
1292.92 155.96 127.96 90.91 4.45
1497.22 116.53 129.44 82.19 4.21
32838.37 3581.24 3443.35 1743.8 189.81 180
1688.70 152.70 108.74 81.53 3.34
844.60
60.95 35.53 26.62 11.03
1564.25 157.85 138.79 121.82 50.46 60
1060.32 300.83 300.84 203.80 5.61 100
1948.12 175.86 215.48 227.86 31.03 45
2531.30 103.72 97.76 84.17 6.08
5340.81 750.26 825.63 667.10 60.70 350
1214.66 302.72 249.43 126.31 8.35
1418.89
384.96 526.71 500.33 15.73
867.03
417.88 387.26 387.26 8.01
5324.57
489.98 573.91 400.50 10.05 110
1064.60
726.14 660.32 410.36 7.29
967.48
124.57 116.04 77.41 15.62 175
3049.65
34.11 -1277.70 -834.68
273.76
6.41
8.14
7.09 9.12
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
17153.44 6684.44 7698.54 6345.95 45.13
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
1236.91
106.26 44.32 39.00 9.76
27586.30 3002.21 3328.82 2386.64 119.51
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
1857.02
222.19 152.25 104.15 14.41 175
1225.34
75.38 81.34 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

11
- 9 1512 9620.98 1592.2 -900.3 -1207.5 1.00
128 20.68 6 1509 52.74 4.83 16.22 11.07 2.00
1178 44.20 9 1512 6698.74 1106.53 1068.7 809.34 1.00
317 26.46 6 1509 5759.4 327.86 346.35 229.33 1.00
17 12.50 3 1506 22.32 3.18 1.88 1.55 4.00
107 24.04 9 1512 1057.26 151.47 127.68 85.28 1.00
65 15.44 6 1509 640.77 57.39 66.42 44.07 2.00
3456 18.21 9 1512 26635.6
1663.06
126 37.72 9 1512 1211.11
160.48 2.00
482 43.70 9 1512 688.00 64.35 43.82 27.29 5.00
176 3.49 9 1512 1203.57 140.37 118.89 89.29 5.00
240 42.78 9 1512 929.75 236.92 236.92 155.76 2.00
149 4.80 6 1509 953.40 100.33 121.80 91.76
38 6.25 9 1512 2084.33 90.59 89.87 72.13 2.00
452 7.45 9 1512 4816.30
246.54 1.00
78 9.34 6 1509 640.76 140.48 122.64 92.50
56 3.56 9 1512 830.04 143.53 258.69 188.97 2.00
154 19.23 9 1512 499.19
186.83
59 5.87 9 1512 4461.70 463.92 496.88 346.78 2.00
131 17.97 9 1512 760.00 523.50 514.07 344.76
483 30.92 9 1512 736.46
70.27 2.00
7
- 9 1512 3083.31 531.18 -850.32 -526.48 1.00
378 41.45 6 1509 150.63 5.26 11.90 7.75
394 109.44 9 1512 2551.05 153.36 104.10 77.29 1.00
2526 41.60 9 1512 387.14 44.92 40.86 27.61
33 56.90 9 1512 967.26
17.22 1.00
825 18.28 6 1512 8821.14 3177.86 3775.13 3058.23 2.00
1076 19.34 9 1512 36117.5 7284.9 7444.9 6729.8 2.00
975 23.92 9 1512 52110.6 15628. 13565. 8922.0 2.00
61 11.69 6 1509 503.44 385.60 138.19 117.05
121 12.40 6 1509 489.47 37.49 6.85 4.11
2525 21.13 6 1509 13792.4 1919.3 2122.7 1522.4 2.00
498 40.75 9 1512 1747.88 67.71 58.61 37.38
409 47.72 6 1509 48.54 12.99 11.55 8.96
451 5.05 6 1509 622.46 59.55 58.58 39.06
17 11.11 9 1512 1805.63 237.91 254.23 254.23 1.00
168 17.34 9 1512 1436.03 187.40 125.66 123.98 5.00
66 14.73 9 1512 25650.1
250.92 1.00
813 40.75 9 1512 24041.5 4029.8 4366.1 2992.8 1.00
163 8.42 6 1509 7663.47 3476.5 4906.3 4206.1 2.00
239 24.36 6 1509 226.35 18.38 18.35 12.00
709 8.78 6 1509 93875.5 1711.6 1950.1 1267.5
233 16.17 6 1509 842.24 82.42 65.20 41.68 2.00
- 9 1509 1509.4 99.90 80.65 56.37 2.00
191 9.91 9 1512 49471.6 16756. 12014. 9024.4 2.00
3647 55.72 6 1509 161.61 39.40 56.82 37.07
53 9.72 6 1509 15817.0 2656.9 488.95 254.68
108 12.18 9 1512 26497.1
2504.3
40 3.73 9 1512 6899.72 5726.3 -1274.6 -1065.3
353 21.24 6 1509 340.88 20.84 22.34 14.58
305 25.31 6 1509 719.95 20.34 24.24 19.86
21 6.69 6 1509 1943.82 656.31 386.58 284.15
- 6 1503 91.78 36.19 35.22 27.03
450 28.14 9 1512 318.36 61.27 69.03 45.09
183 12.69 3 1506 961.16 589.57 187.69 107.65 2.00
612 11.45 9 1512 5889.05 5159.5 2239.1 1669.2 2.00
19 3.29 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
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

29

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

India Cements
31.03.15 307.18 107.09
India Glycols
31.03.15 30.96 149.32
India Motor Parts 31.03.15
8.32 257.02
India Nippon Ele. 31.03.15 11.31 196.10
India Power Corp. 31.03.15 97.58 9.95
Indian Bank
31.03.15 480.29 261.46
Indian Hotels
31.03.15 80.75 26.96
Indian Metals & Fe. 31.03.15 25.98 332.14
Indian Oil Corp.
31.03.15 2427.9 279.95
Indian Over. Bank 31.03.15 1235.35 116.48
Indian Terrain
31.03.15
7.19 175.80
Indo National
31.03.15
3.75 431.20
Indraprastha Gas
31.03.15 140.00 149.87
Indraprastha Medic. 31.03.15 91.67 21.25
Indusind Bank
31.03.15 529.45 193.66
Infinite Computer 31.03.15 40.16 197.08
Info Edge (India)
31.03.15 120.62 137.86
Infosys
31.03.15 572.00 478.70
Ingersoll-Rand
31.03.15 31.57 303.21
Inox Wind
31.03.15 221.92 62.72
Insectides (India) 31.03.15 12.68 229.82
Inter Globe Aviation 31.03.15 30.70 135.84
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 38.28
J & K Bank
31.03.15 48.49 126.01
Jagran Prakashan 31.03.15 63.45 35.75
James Warren Tea 31.03.15 12.00 88.61
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
14.49 279.29
Jindal Poly Films 31.03.15
42.05 401.94
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
11.10 685.49
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

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

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
327.73
26.34 31.87 22.66 20.03
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
611.35 162.00 267.47 193.86 16.07
53319.00 13832.0 17258.00 12329.0 107.77 1190
655.53
32.98 100.95 66.15 20.95
2709.93 437.08 389.13 296.42 13.36
964.19
96.89 64.17 54.85 43.26 25
13925.34 1567.47 1846.52 1304.17
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
36507.40 12511.81 13997.52 9607.73 11.99 625
7655.10 1835.83 820.31 508.60 10.49 210
1769.76 347.02 338.02 307.97 9.71
134.47
1.48
4.69
5.07 4.23
1095.01
63.39 47.38 29.38 7.42 22
1580.72
46.13 10.75 10.69 7.13
19573.42 -878.45 -1813.7 -1813.7
444.86
30.23 59.35 40.73 14.05 10
7286.89 419.14 232.75 172.09 40.93
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
7383.71 772.99 485.55 329.66 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

71
70
675
337
87
102
108
383
24
110
531
48
832
199
733
1098
606
232
307
840
246
171
298
611
300
68
155
128
128
108
549
109
399
39
57
393
443
259
42
81
36
148
65
992
1048
526
271
894
134
53
114
92
425
343
61
105

73.96
18.12
16.82
4.16
21.79
23.43
17.63
4.40
16.98
13.56
24.56
7.08
45.61
10.19
28.93
17.37
7.10
4100.
7.43
73.58
30.11
25.02
6.48
15.96
30.26
17.25
15.15
7.76
9.75
4.31
11.58
19.74
31.90
5.57
8.53
10.03
7.90
30.00
14.10
26.70
40.51
40.45
7.02
15.14
7.93
3.84
11.13
7.85
49.59
16.77

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

1512
1506
1506
1512
1506
1512
1506
1503
1509
1509
1503
1509
1509
1506
1512
1509
1509
1512
1509
1509
1512
1512
1512
1506
1512
1512
1512
1512
1506
1509
1512
1509
1512
1512
1512
1506
1509
1506
1509
1509
1509
1512
1512
1509
1512
1509
1512
1512
1512
1512
1509
1509
1509
1512
1512
1512
1509
1512

3094.87
707.96
128.91
250.84
157.98
13511.6
1032.92
403.19
186691.6
13442.1
68.97
177.97
1870.9
187.57
10833.12
970.16
345.90
45891.0
319.71
1644.05
810.04
12049.23
857.84
50.70
530.80
2191.29
26668.7
5542.27
481.15
64.23
889.44
666.03
15922.1
240.58
5308.17
1912.22
9133.80
131.67
1684.03
1236.48
1182.75
5204.53
1208.81
208.02
7287.54
33.81
31181.4
511.22
1201.16
1760.68
619.80
159.08
132.09
4087.39
4613.91
1161.23
389.87
5957.69

57.35 11.22
8.32 9.26
22.41 27.22
20.76 6.27
32.57
49.51
8523.4
1546.5
7.42
17.97
309.46
14.97
2990.2
58.33
47.64
11400.
11.03
209.23
71.03
1821.6
44.80
7.31
9.54
130.05
9771.6

66.31
34.24
9039.5
-504.85
6.37
19.81
315.29
13.24
2531.7
67.08
88.37
13751.
37.50
190.12
48.51
2018.1
24.63
9.13
10.63
86.44
11126.

111.70
19.08
67.07
31.27
822.06
18.45
594.54
194.06
746.49
37.68

113.03
23.03
62.99
15.16
776.40
39.40
542.81
154.70
-1198.2
35.37
121.42
-57.01
52.57
509.40
491.51
14.36
1590.4
32.15
-2651.8
145.80
142.47
252.97
90.23
12.86
14.09
386.13
640.13

201.36
731.65
863.15
12.76
2319.3
32.15
1854.3
102.85
135.92
276.77
95.12
14.20
18.80
600.16
976.54

70.47 48.34

86.60
7.73
6.16
19.82
4.10
626.89
34.78
13.15
6106.5
-536.07
4.00
12.26
203.43
8.00
1666.1
52.67
62.66
9894.
24.71
139.63
38.81
1410.4
16.50
5.98
8.06
53.76
7349.5
472.06
179.97
18.77
43.61
9.09
776.40
25.88
293.62
104.22
-957.2
23.52
12.88
-38.43
36.59
347.03
286.72
9.82
1090.1
25.27
-913.20
106.47
122.34
163.16
58.36
11.00
9.78
308.50
429.63
300.96
39.35
111.67

1.00

5.00

2.00
1.00
1.00
2.00

5.00
5.00
2.00
1.00

5.00
2.00
1.00

1.00
2.00
5.00
5.00

2.00
1.00
2.00

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

30

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

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
KLRF
31.03.15
5.02 45.16
Kotak Mah. Bank 31.03.15 386.18 286.63
Kothari Petrochem. 31.03.15
59.19 10.91
Kothari Products 31.03.15
19.90 372.64
KPIT Technologies 31.03.15
37.61
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
LG Balakrishnan 31.03.15 15.70 222.65
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
Lupin
31.03.15 89.90 197.42
Lycos Internet
31.03.15 95.25 32.12
M&M
31.03.15 295.70 325.40
Mac Charles
31.03.15 13.10
Madhucon Projects 31.03.15
7.38 100.91
Magma Fincorp
31.03.15 38.09 86.90
Magna Electro Cast. 31.03.15
4.58 89.34
Maharashtra Scooter 31.03.15 11.43 220.70
Maharashtra Seam. 31.03.15 33.50 337.95
M & M Finan. Ser. 31.03.15 112.83 105.34
Mahindra Holidays 31.03.15 88.03 83.03
Maithan Alloys
31.03.15 14.56 229.89
Man Infraconstruct. 31.03.15 49.50 25.74
Manaksia
31.03.15 13.11 166.68
Manali Petrochem. 31.03.15 86.03 14.23
Manappuram Fin. 31.03.15 168.24 31.30
Mangalam Cement 31.03.15 26.69 192.15
Mangalam Drugs 31.03.15 13.18 22.28
Mangalore Chem. F 31.03.15 118.55 49.20
Manpasand Bev.
31.03.15 37.75 50.63
Marico
31.03.15 64.50 28.29
Maruti Suzuki Ind. 31.03.15 151.04 694.45
Mayur Uniquot.
31.03.15 21.65 51.55
MBL Infrastructure 31.03.15 20.73 316.69
McLeod Russell
31.03.15 54.73 121.40
MCX
31.03.15 51.00 235.72
MIC Electronics
31.03.15 23.78 25.64
Minda Corp.
31.03.15 41.86 21.37
Mindteck (India)
31.03.15 24.65 66.03
Mindtree
31.03.15 83.70 240.43
Mirza International 31.03.15 18.54 33.71
MM Forgings
31.03.15 12.07 197.12
MOIL
31.03.15 168.00 201.29

2030.95
408.32
1625.71
1365.09
2504.42
443.85
511.10
221.94
21422.75
279.39
4648.16
2989.92
2565.75
900.21
223.33
2384.82
221.30
2498.56
92004.58
6196.23
1048.26
10669.35
172.49
2778.61
837.17
1142.56
12770.01
1957.00
38444.83
67.33
1137.39
2353.63
105.06
6.95
1355.16
6021.14
794.85
884.76
274.80
1127.61
733.13
1986.42
921.85
220.66
2578.78
359.75
5732.98
49970.64
506.32
1961.79
1388.30
222.49
158.55
1970.64
319.15
3561.90
918.99
502.53
823.25

O.P.
(Cr.)

PBT
(Cr.)

168.29
92.77
35.58
98.54
146.68
11.90
147.41
7.60
4755.71
15.83
70.24
239.27
283.28
54.25
55.74
191.79
9.51
365.72
8710.75
4457.50
91.64
1972.64
21.72
261.28
47.42
23.15
3184.89
530.34
3198.53
26.04
162.71
1424.08
10.24
-8.15
80.41
4003.10
114.39
64.60
12.62
137.44
64.64
1284.08
56.82
16.24
130.49
43.58
785.72
4242.64
89.91
216.75
65.88
61.64
2.94
125.29
28.07
607.40
118.02
75.39
333.97

52.88
98.09
5.53
71.85
205.43
22.53
141.67
1.61
4549.98
16.36
73.37
248.47
223.38
63.89
55.76
287.99
2.83
188.21
7217.24
1174.82
84.77
2101.94
26.94
111.30
67.78
14.27
3414.83
521.99
4168.89
25.96
62.43
223.49
8.37
54.76
159.63
1399.87
126.84
64.24
75.39
113.26
69.53
413.67
18.99
6.01
18.29
33.34
821.66
4868.20
93.25
118.76
53.17
170.05
0.03
110.88
27.81
690.80
78.73
68.66
650.57

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

34.25
66.25
8.49
49.28
143.14
17.93
98.52
1.73
3045.45
11.30
49.31
236.99
173.57
43.63
41.74
207.45
4.29
132.29
4764.82
854.68
64.40
1386.19
19.72
72.49
44.98
16.57
2403.24
342.22
3321.1
17.54
49.34
180.67
5.43
54.76
122.56
912.91
79.02
51.53
47.41
103.43
43.99
271.32
17.92
6.14
37.54
29.95
573.46
3711.22
65.90
81.59
61.98
125.05
1.81
89.53
19.20
536.30
51.16
50.55
428.01

4.43
53.73
1.07
3.59
9.90
13.96
20.74
3.45
39.43
1.91
24.78
12.06
46.06
136.34
7.52 65
184.07 375
61.64
7.38 20
51.26 812.5
4.97
41.02
27.47
11.74
27.41
33.00
17.72
53.46 375
7.19
56.16
13.39
6.69 10
9.49
11.86
47.91
18.29 100
16.18 200
8.98
35.39
1.92
15.78
2.56
3.23
6.71
4.66
3.17
7.93
8.89
122.86 500
15.22
39.36
5.66
24.52
0.15
4.28
7.79
64.07
5.52
41.88
25.48

96 21.67 6 1509 1129.95 101.65 39.49 27.06 2.00


1756 32.68 6 1509 234.57 50.86 53.69 35.49
120 112.15 3 1506 368.98 3.39 5.67 7.33 2.00
42 11.70 6 1509 598.78 59.79 47.90 33.57 5.00
562 56.77 6 1509 1171.5 48.02 86.66 71.61 2.00
654 46.85 3 1503 177.69 22.99 28.07 21.29
390 18.80 9 1512 361.47
67.20 1.00
51 14.78 6 1509 106.44 6.04 8.12 4.97
625 15.85 9 1512 20064.1 4304.2 3524.7 2403.6 5.00
19 9.95 6 1509 114.09 6.68 7.41 4.73
159 6.42 3 1506 1148.65 27.30 24.99 16.61
120 9.95 9 1512 2383.57 252.16 262.30 193.00 2.00
635 13.79 9 1512 1871.10 244.53 216.28 155.65
477 3.50 6 1509 441.57 5.42 5.81 3.96
584 77.66 6 1509 114.92 33.13 33.31 24.28 2.00
3259 17.71 9 1512 1835.64 169.39 241.83 163.83
2195 35.61 6 1509 98.32 5.61 3.70 3.20 100.0
91 12.33 9 1512 2113.99 312.98 157.16 131.16
1122 21.89 9 1512 69474.6 5595.7 4554.8 2636.9 2.00
51 10.26 6 1509 3511.01 2489.7 592.50 407.88
418 10.19 6 1509 528.39 40.26 33.14 26.37
406 14.78 9 1512 9149.75 1807.52 1869.2 1212.7 2.00
221 18.82 6 1509 113.57 18.02 23.23 16.61
188 6.86 6 1509 1446.10 160.22 83.12 49.70
308 9.33 9 1512 669.29
27.66
371 20.94 6 1509 622.10 27.87 23.44 18.86
1730 32.36 9 1512 10027.3 2067.1 2207.7 1463.6 2.00
25 3.48 6 1509 1063.72 303.01 301.09 195.85 2.00
1200 21.37 6 1509 19075.9 1796.4 2373.5 1775.8 5.00
255 19.04 3 1503 21.45 8.45 8.42 5.69
47 7.03 6 1509 344.45 70.11 16.32 12.90 1.00
84 8.85 6 1509 1216.37 712.41 130.27 93.85 2.00
127 10.71 3 1506 24.22 2.23 1.81 1.41
1148 23.96 9 1512
7.24
53.05
136 7.44 6 1509 502.23 -28.53 -5.81 -4.08 5.00
210 12.98 9 1512 4667.25 2686.7 579.65 369.96 2.00
348 38.75 9 1512 697.54
85.26
87 2.46 6 1509 465.20 26.75 26.57 20.86
31 16.15 6 1509 108.47 6.76 11.79 4.07 2.00
38 2.41 6 1509 554.85 64.84 53.05 47.91 2.00
24 9.38 6 1509 341.52 42.49 46.40 31.29 5.00
31 9.60 6 1509 1091.6 664.14 191.99 122.33 2.00
162 24.14 3 1503 238.67 11.35 1.77 2.72
156 33.48 6 1509 142.12 12.28 8.45
39 12.30 3 1503 666.60 70.01 42.58 34.06
438 55.23 3 1506 154.88 21.56 17.53 15.72
227 25.53 9 1512 4825.02 776.64 828.90 586.36 1.00
3749 30.51 9 1512 42440.6 4565.4 4844.9 3437.8 5.00
405 26.61 9 1512 383.35
59.06 5.00
136 3.46 6 1509 1025.47 109.82 60.51 48.80
141 24.91 6 1509 679.19 200.92 193.26 193.26 5.00
748 30.51 9 1512 174.42 38.91 48.74 14.72
20 133.33 9 1512 54.96 9.14 2.74 2.21 2.00
753 175.93 9 1512 1800.79
80.85 2.00
69 8.86 6 1509 158.71 13.08 13.71 13.46
1390 21.70 9 1512 3365.40 506.10 577.00 447.30
94 17.03 3 1506 249.61 37.04 27.67 18.02 2.00
382 9.12 6 1509 251.91 36.79 34.52 26.01
184 7.22 3 1506 184.62 70.37 136.17 89.88
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

31

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

Monte Carlo Fash. 31.03.15


Motherson Sumi 31.03.15
Mphasis
31.03.15
MPS
31.03.15
MRF
30.09.15
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
Natural Capsules 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
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
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 Engineered 31.03.15
Pennar Industries 31.03.15
Persistent Systems 31.03.15
Petronet LNG
31.03.15
Pfizer
31.03.15
Philips Carbon
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
Polyspin Exports 31.03.15
Power Fin. Corp. 31.03.15

21.73 174.90
88.19 37.58
210.15 260.76
18.62 137.55
4.24 14339.1
1752.60 30.27
397.97 127.74
2325.00 10.32
18.03 210.84
45.55 56.82
33.23 254.60
1288.62 49.65
120.00 111.53
5.75 363.39
5.24 89.39
17.86 283.83
111.19 60.87
34.94 42.54
22.43 42.71
8.95 177.71
1677.71 88.64
11070.7 27.92
33.04 49.13
61.04 167.08
45.83 36.44
396.47 81.55
15.98 313.51
8245.46 99.03
328.24 141.19
11.38 210.23
44.29 55.98
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
27.67 45.72
60.17 31.54
80.00 175.69
750.00 75.85
45.75 431.26
34.47 148.04
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
4.00 38.10
1320.04 244.08

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

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
13533.49 2378.41 2305.22 1563.67 3687.9
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
68.12
7.54
5.65 10.78
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
6802.25 2622.66 2826.17 2124.47 1.92 6
348.54
-51.84 -112.67 -116.10
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
73246.05 11173.95 10456.7 10290.9 12.48 25
922.67 473.49 498.22 317.12 9.66
2222.23 211.54 161.02 113.68 19.98
259.88
8.79
-3.72 -2.09
9748.23 2797.75 3728.70 2510.20 41.76 200
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 20.73 190
3904.91 1482.71 1830.84 1192.32 140.90
1547.00 259.37 251.18 194.78 9.51
22082.78 4227.07 634.78 497.08 16.58 33
282.57
58.20 62.96 51.32 49.78
154.793
23.32
7.06
5.60 1.84
60.41
4.86
1.33
0.90 0.53
1543.48 301.78 293.31 196.02 175.80 520
2163.71
24.87 24.14 15.86 153.98
6348.52 700.99 539.32 378.23 21.12 32
449.21
40.86 33.26 21.91 7.92
1446.46 117.53 66.60 35.90 2.98
1891.25 296.49 389.97 290.63 36.33 50
39500.95 1123.61 984.90 882.52 11.77 20
1853.31 251.89 238.02 69.82 15.26
2470.19
94.71 14.33 12.64 3.67
1940.27 322.96 355.24 245.89 18.00 250
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
143.79
8.91
5.13
3.38 8.45
24861.32 8332.75 8378.23 5959.33 45.15 91

407 14.79 6 1509 205.50 21.98


223 22.80 9 1512 28442.1 1869.3
421 13.12 9 1512 4570.62 606.42
638 19.33 6 1509 123.08 41.56
33342 9.04 3 1512 3260.90 610.54
60
- 3 1506 11316.7 572.99
186 11.04 9 1512 3414.45 2526.2
- 6 1503 1609.86 217.13
84 15.00 3 1506 513.06 48.82
119 10.55 3 1503 278.31 23.81
462 11.40 9 1512 734.64
33 6.43 6 1509 3306.38 356.77
857 36.96 9 1512 3701.93
510 47.09 3 1506 56.41 3.96
87 8.07 9 1512 47.42 4.82
142 8.90 6 1509 442.61 17.81
65 67.01 9 1512 6803.22 556.75
89 34.90 9 1512 467.78 76.40
37 12.54 6 1509 804.37 100.42
542 30.74 9 1512 371.67 44.78
66 7.01 9 1512 4814.90
20 10.42 9 1512 5817.67
72
- 9 1512 275.77 -27.28
497 20.55 9 1512 1115.39 156.72
56 6.26 6 1509 386.60 52.77
89 5.49 6 1509 3408.66 1914.3
660 26.67 3 1506 224.05 0.35
128 10.26 9 1512 52394.9 8084.6
222 22.98 9 1512 1181.37 527.46
439 21.97 6 1509 1216.96 128.38
24
- 3 1503 64.79 3.49
316 7.57 3 1506 2882.64 1030.4
40 13.25 6 1509 77.83 23.18
151 12.80 6 1509 191.73 31.65
200 9.65 6 1509 43504.8 13448.
3264 23.17 6 1509 2059.98 886.67
132 13.88 6 1509 706.20 73.77
82 4.95 9 1512 16373.39
435 8.74 6 1509 142.78 35.34
170 92.39 6 1509 86.38 13.25
18 33.96 6 1509 25.30 3.24
10583 60.20 9 1512 1347.81 268.74
- 3 1506 628.71 7.29
385 18.23 3 1503 2020.19 200.33
146 18.43 9 1512 309.29 32.83
41 13.76 9 1512 1085.47 98.89
639 17.59 9 1512 1635.22 236.19
238 20.22 9 1512 21068.2
1974 129.36 9 1512 1501.96 215.84
86 23.43 6 1509 982.58 57.11
558 31.00 6 1509 1000.90 197.46
116 7.41 9 1512 697.80 37.54
913 5.53 6 1509 3017.7 626.26
- 3 1503 488.39 44.24
23 4.62 3 1503 95.04 89.67
- 6 1509 1203.65
1031 67.08 3 1506 75.32 4.69
719 14.22 9 1512 143.15 29.07
46 5.44 9 1512 103.02 5.67
151 3.34 9 1512 6991.18

23.32
1689.2
714.88
48.82
579.15
509.07
841.71
206.99
35.13
16.13
612.32
4.32
5.46
34.93
141.58
53.18
44.80
29.75

-13.05
190.36
34.23
2814.1
20.57
6487.4
552.95
80.86
2.38
1224.9
21.43
24.13
15389.
1003.6
69.37
34.59
6.62
1.71
262.88
7.23
168.73
26.73
58.99
292.84
282.67
17.81
210.71
26.88
402.18
12.44
22.20
200.81
5.22
23.01
3.33

15.11
860.01
514.62
31.91
366.15
405.90
544.33
163.80
26.38
15.31
94.95
389.58
169.64
2.69
3.89
32.31
84.15
41.48
34.74
19.78
757.91
2336.1
-13.35
162.53
22.12
1820.4
13.45
7526.5
361.36
65.69
7.14
775.42
19.53
17.18
10302.
651.94
55.91
134.46
27.29
5.27
1.13
175.39
5.06
120.13
15.71
27.59
216.55
674.77
155.81
7.75
145.52
17.66
448.65
6.04
14.83
133.60
3.77
14.29
2.24
1582.3

1.00

5.00

5.00

2.00
2.00
1.00

5.00

2.00

1.00
5.00
5.00
1.00

5.00

1.00
2.00

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

32

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

Power Grid Corp. 31.03.15


Power Mech Proj. 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 Industries
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
Renaissance Jewel 31.03.15
Repco Home Fin. 31.03.15
Revathi Equipment 31.03.15
Rolta India
31.03.15
Rossell India
31.03.15
R P P Infra.
31.03.15
R S Software
31.03.15
R Systems Int.
31.12.14
Ruchira Papers
31.03.15
Rupa & Co.
31.03.15
Rural Electrification 31.03.15
SAIL
31.03.15
Sadbhav Eng.
31.03.15
Sagar Cements
31.03.15
Samkrg Pistons
31.03.15
Sanghvi Movers
31.03.15
Sasken Communica. 31.03.15
Satin Creditcare
31.03.15
Savita Oil Tech.
31.03.15
SE Investments
31.03.15
Selan Exploration 31.03.15
Seshasayee Paper 31.03.15
Shalimar Paints
31.03.15
Shanthi Gears
31.03.15
Shemaroo Ent.
31.03.15
Shilpi Cable Tech. 31.03.15
Shipping Corp.
31.03.15
Shiva Texyarn
31.03.15
Shivam Autotech 31.03.15

5231.59
12.58
35.49
8.86
4.70
375.00
296.01
562.08
400.41
370.91
118.58
41.53
26.61
67.27
29.53
23.81
8.67
27.47
5.15
14.28
10.51
551.69
61.38
79.94
253.00
1244.00
3236.00
15.10
263.03
2805.13
178.33
19.08
62.36
3.07
161.33
7.34
22.60
12.84
12.67
22.42
7.95
987.46
4130.53
17.15
17.39
9.82
8.66
21.34
25.38
14.60
40.56
16.40
12.61
3.79
8.17
27.18
102.63
465.80
21.60
10.00

72.95
281.41
35.06
69.88
9.87
101.88
89.14
25.57
120.17
186.01
95.33
98.53
61.67
87.58
115.81
110.27
64.28
147.55
221.26
381.01
138.44
49.14
251.12
59.40
526.64
150.10
673.51
163.91
995.00
73.55
217.79
209.11
130.23
378.86
96.52
44.16
75.52
87.21
16.82
46.96
39.53
251.73
105.53
78.84
299.79
86.30
151.12
209.44
76.24
386.95
128.14
170.93
311.65
31.03
33.14
116.76
50.53
140.27
69.88
36.30

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

17177.23 9665.89 6269.38 4979.17 9.52 20


1355.61 128.57 105.24 70.77 56.26
1011.85
54.83 86.38 76.27 4.30
149.49
9.24
7.62
5.32 6.00 20
40.17
4.56
5.71
3.97 1.69
3419.76 854.16 631.44 332.37 8.86 15
13081.65 266.75 301.31 203.10 6.86
801.89 245.29 245.31 160.88 2.86
9017.30 775.45 148.12 121.35 3.03
52206.09 11954.75 3957.25 3061.58 16.51 165
1677.72 370.88 159.82 132.73 5.60
1481.34
88.23 12.45 12.76 3.07
1488.39 132.09 87.13 67.64 5.08
11936.99 865.50 57.69 88.53 2.63
50462.89 1204.23 726.07 654.93 22.18 100
3732.20 545.51 338.44 246.13 10.34 150
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 30
31554.86 651.49 555.47 386.53 9.67
8787.00 3799.00 1231.00 1001.00 39.57
21770.00 3373.00 946.00 714.00 2.87
375435.00 25817.00 30996.0 23566.0 72.82 100
90.09
14.85 24.70 22.07 14.62
17198.46 2077.81 1383.63 1800.18 68.44
6903.42 2061.98 1286.36 1028.32 3.67
4104.58 2054.45 485.21 153.79 8.62
1276.44
56.43 45.57 40.16 21.05
692.20 185.35 186.17 123.08 19.74 15
163.01
17.13 10.34
3.92 12.77
3679.46 654.62 284.00 245.17 15.20
140.39
10.28
5.75
4.00 1.09
265.94
27.66 21.11 16.58 7.34
376.42
87.59 99.07 64.94 25.29
653.37
84.10 112.42 78.13 6.17
346.56
29.60 20.44 12.83 5.72
969.07 118.87 100.43 65.71 8.27
20229.53 7268.52 7427.04 5259.87 53.27 107
45843.56 2858.72 2392.88 2117.51 5.13 20
2969.85 218.53 145.85 113.73 6.63
578.88
38.19 378.07 296.65 170.59
232.47
22.29 18.01 12.32 12.55
308.23
58.47 23.20
8.06 1.86
428.00
21.05 216.18 119.56 56.03
321.90 221.68 46.45 31.72 12.50
1848.91
27.65
-4.18 -1.27
178.38 122.63 66.70 44.52 10.98
79.29
32.64 44.26 28.30 17.26
1014.12
59.99 25.41 17.35 13.76
433.27
3.40 -14.85 -10.59
155.19
1.49 13.11
9.32 1.14
323.45
83.22 63.28 40.92 15.06
3212.93 252.26 177.87 159.99 15.59
4308.56 188.18 276.13 200.93 4.31
465.29
37.51 12.72
8.89 4.12
445.82
55.71 35.87 28.14 5.63

140 14.71 9 1512 15042.15 8853.7 5585.6 4427.7


549 9.76 6 1509 618.83 64.86 51.87 34.13
82 19.07 9 1512 685.97 40.83 49.16 35.45 2.00
338 56.33 9 1512 126.27 8.17 2.91 2.27
40 23.67 6 1509 25.97 4.06 4.34 2.91 2.00
157 17.72 9 1512 3527.21 708.67 507.91 293.04
- 6 1509 6817.2 139.63 199.45 148.59
31 10.84 6 1509 668.87
355.19 272.62
33 10.89 6 1509 4659.9 533.99 201.18 167.53
73 4.42 9 1512 41025.2
1392.8 2.00
43 7.68 6 1509 874.51 187.14 70.56 46.70 5.00
735 239.41 6 1509 960.62 144.02 108.66 99.10
99 19.49 6 1509 764.58 77.29 51.79 36.74 2.00
31 11.79 9 1509 7854.5 887.21 489.29 330.88 2.00
723 32.60 9 1512 109283. 1185.3 825.21 819.69 1.00
371 35.88 9 1512 2670.33
352.14 1.00
89 8.57 3 1506 277.66 26.64 17.15 31.08 1.00
348 12.79 6 1509 471.83 72.51 49.15 34.59
488 10.70 3 1506 86.81 -3.71 21.25 15.09
535 10.77 6 1509 1151.41 54.96 62.07 32.37
275 23.23 9 1512 623.58
10.01
37 6.34 6 1509 4461.09 180.26 162.32 100.78
405 22.03 9 1512 4098.68
35.83
103 10.65 6 1509 15949.9 317.26 253.79 177.77 2.00
335 8.47 6 1509 4785.00 1994.0 641.00 451.00
50 17.42 9 1512 16194.0
549.00 5.00
953 13.09 9 1512 216292. 22904. 26215. 20232.
383 26.20 3 1506 23.30 3.31 6.56 4.44
418 6.11 6 1509 8714.7 1104.4 777.91 852.04
44 11.99 6 1509 5533.9 1875.1 873.57 689.97
292 33.87 3 1506 1044.35 547.91 123.20 37.15
121 5.75 6 1509 555.45 20.82 16.82 13.95
593 30.04 9 1512 641.05
107.86
561 43.93 3 1506 53.15 5.74 4.73 4.83
70 4.61 6 1509 1972.99 295.84 87.26 83.03
82 75.23 6 1509 71.81 14.48 14.96 11.61 2.00
108 14.71 3 1506 85.65 11.59 6.36 4.48
62 2.45 9 1512
9.69
12.81 5.00
59 9.56 6 1509 461.61 48.67 108.52 74.54 1.00
54 9.44 3 1506 92.88 12.59 10.58 5.66
244 29.50 6 1509 478.19 59.05 49.48 44.18 1.00
162 3.04 9 1512 17574.2
4467.6
36 7.02 9 1512 27698.8
-2906.3
243 36.65 6 1509 1575.2 128.37 84.34 65.67 1.00
379 2.22 9 1512 499.79 54.39 54.31 34.54
132 10.52 6 1509 120.29 13.93 12.74 9.19
269 144.62 9 1512 367.83 156.22 120.77 79.02 2.00
250 4.46 9 1512 363.35 32.73 45.26 31.66
324 25.92 6 1509 239.71 165.41 40.19 26.59
469
- 3 1506 390.54 23.46 17.65 11.87
177 16.12 6 1509 93.41 65.12 32.47 27.83
161 9.33 3 1506 19.06 7.08 9.86 6.38
229 16.64 6 1509 468.52 33.93 18.68 12.58
119
- 9 1512 293.06 17.46 1.58 1.19 2.00
84 73.68 6 1509 80.14 6.58 10.92 7.76 1.00
252 16.73 6 1509 171.15 45.79 36.94 22.87
47 3.01 6 1509 1833.2 141.63 97.27 82.24
58 13.46 6 1509 2141.86 353.49 359.75 324.75
85 20.63 6 1509 222.37 22.57 11.58 8.67
43 7.64 6 1509 211.40 23.44 13.79 10.81 2.00
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

33

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

Shree Cement
30.06.15 34.84 1514.5
Shriram City Union 31.03.15 65.91 622.23
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
Siemens
30.09.15 71.22 143.72
Sintex Industries 31.03.15 42.44 110.69
Siti Cable Network 31.03.15 67.76 2.70
SJVN
31.03.15 4136.63 24.67
Skipper
31.03.15 10.23 29.70
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
8.47 300.78
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
Spicejet
31.03.15 599.45
Sree Rayalaseema Al 31.03.15 78.72 34.57
SREI Infra. Fin.
31.03.15 503.24 71.23
Sri KPR Industries 31.03.15 20.15 21.49
Srikalahasthi Pipes 31.03.15 39.76 73.77
SSPDL
31.03.15 12.93 38.64
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
Sterlite Technolog. 31.03.15 78.81 31.54
Store One Retail
31.03.15 27.60 55.83
Subros
31.03.15 12.00 52.86
Subex
31.03.15 182.92 11.43
Sumeet Industries 31.03.15 58.04 38.64
Sun Pharma
31.03.15 207.12 128.36
Sun Pharma Adv. 31.03.15 23.67 4.22
Sun TV Network 31.03.15 197.04 85.76
Sundaram BNP H F 31.03.15 101.25 75.53
Sundaram Clayton 31.03.15 10.12 185.08
Sundram Fasteners 31.03.15 21.01 40.88
Sundaram Finance 31.03.15 111.10 268.05
Sunil Hitech Eng. 31.03.15 15.28 233.89
Super Sales India 31.03.15
3.07 343.62
Suprajit Engg.
31.03.15 12.00 20.07
Supreme Industries 30.06.15 25.41 95.36
Supreme Infra.
31.03.15 25.70 299.60
Supreme Petrochem 30.06.15 96.50 39.00
Surana Solar
31.03.15 24.60 9.73
Suryaamba Spinn. 31.03.15
2.93 73.17
Suryalakshmi Cott. 31.03.15 16.67 141.67

6453.57
3482.24
8636.95
827.52
780.77
10512.35
7034.77
905.93
2817.53
1312.80
271.34
723.96
372.02
1105.55
579.29
202.93
2440.60
1351.89
1552.97
1682.13
5783.29
2254.98
5244.82
776.60
3333.02
72.34
1083.55
154.13
74.17
1430.43
9931.84
15148.82
174972.96
7707.59
11358.06
10583.39
14702.88
1565.37
342.76
3030.10
134.37
1197.15
359.83
1165.33
27444.68
155.74
2243.62
954.01
1346.11
2386.39
2253.84
1648.98
220.59
611.80
4255.19
1516.95
2652.54
125.39
146.60
713.26

O.P.
(Cr.)

PBT
(Cr.)

419.07
2134.85
6224.59
38.50
0.83
760.43
950.03
4.58
1800.52
193.17
24.06
393.50
69.78
45.78
69.09
22.51
545.10
222.56
111.98
164.91
816.26
54.11
-741.56
65.12
2435.1
11.37
154.45
-9.51
15.91
211.32
2104.11
2913.66
39537.3
1330.98
1599.46
1372.16
159.83
150.13
35.07
233.49
29.23
58.08
76.06
64.82
6768.81
-42.33
1026.38
836.68
63.23
245.11
1704.36
117.42
24.34
87.07
666.24
212.66
69.70
14.75
4.83
51.02

400.83
841.09
1842.39
21.93
8.22
1696.35
713.00
-85.22
2047.25
136.57
34.83
193.57
62.63
48.75
67.48
14.73
371.70
202.62
85.71
181.90
445.60
8.43
-687.05
31.59
188.44
10.58
119.41
-11.27
16.41
124.74
1135.08
1966.46
19313.9
596.02
561.42
560.33
31.40
34.76
28.74
99.02
23.26
20.40
15.99
28.66
6402.90
-39.52
1111.99
219.26
84.41
177.08
651.20
55.83
21.09
74.75
471.75
33.30
56.14
10.18
2.77
18.31

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

426.33
558.06
1237.81
16.32
6.58
1183.29
526.67
-109.10
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
-687.05
22.15
129.11
8.70
82.98
-11.44
14.53
83.44
776.87
1317.13
13101.6
408.80
362.06
335.53
28.19
28.46
21.22
84.24
23.24
20.32
10.21
21.65
4539.38
-39.52
737.23
146.42
71.16
135.32
454.14
36.90
15.81
50.30
322.36
17.25
35.70
8.44
1.81
12.17

122.37
84.67
54.55
2.93
1.66
33.23
12.41
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
2.57
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
2.14
8.42
3.39
0.56
3.73
21.92
18.71
14.46
35.16
6.44
40.88
24.15
51.50
4.19
25.37
6.71
3.70
1.72
6.18
7.30

240

70

60

70

700
60

350
60

105
18
50

10074
1424
834
128
16
1029
68
33
29
137
93
502
764
81
50
244
3216
43
141
17
20
68
57
51
24
199
45
39
105
457
159
370
382
107
28
416
70
44
80
9
11
856
267
333
2030
139
1150
215
379
142
686
74
102
25
42
93

82.32
16.82
15.29
43.69
9.64
30.97
5.48
7.16
15.71
9.72
33.78
29.95
1.95
33.78
10.05
39.49
22.51
11.09
7.46
39.22
20.28
19.84
5.56
9.54
6.12
27.93
4.12
9.06
4.35
6.75
22.77
5.11
13.41
32.71
5.23
23.60
16.07
2.95
39.05
17.80
57.74
21.58
28.13
8.90
7.36
33.89
27.04
11.03
27.57
14.53
6.80
12.74

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

1512
1512
1509
1512
1503
1512
1512
1512
1512
1512
1509
1512
1509
1509
1509
1512
1506
1506
1506
1509
1512
1503
1512
1506
1509
1509
1509
1509
1509
1506
1512
1503
1509
1512
1509
1512
1506
1509
1512
1509
1512
1512
1509
1509
1512
1509
1506
1509
1509
1512
1512
1509
1503
1512
1509
1506
1506
1506
1512
1512

3553.08
236.46
2859.17 1745.6 720.44
4774.4 3384.3 993.25
596.56
173.57 3.77 8.93
2314.25 135.36 174.62
5432.88 680.37 523.64
832.25 91.97 -5.14
2112.65 1280.5 1540.9
976.47 128.05 90.65
138.65 13.87 21.76
839.37 523.22 283.73
188.08 33.49 28.85
652.06 45.97 48.40
276.69 31.10 22.89
179.89
461.50 114.90 28.40
387.78 63.18 62.34
374.67 19.30 13.19
877.58 96.58 110.11
4567.68 656.99 403.62
485.91 17.34 20.35
3613.09 298.67 334.01
183.33 20.36 12.42
1640.6 1203.1 53.40
14.39 3.09 5.19
550.55 115.91 99.45
33.54 5.64 5.19
76.21 27.39 27.64
408.69 79.59 61.04
7940.2 1687.2 1001.3
4145.9 876.68 723.84
91585.7 19467.9 11107.7
5861.63
5746.2 957.58 343.13
7955.36 1250.8 399.29
2103.40 23.85 -0.82
745.15 77.02 15.55
269.54 37.26 32.68
2031.15 188.27 68.06
151.14
946.90 47.88 17.77
153.05 15.90 19.22
562.68 34.16 11.78
20680.9 5212.1 4632.8
86.56 -19.60 -19.39
691.09 278.99 300.34
475.75 431.78 123.78
717.98 39.21 54.27
1906.15 211.76 182.35
1730.12 1304.1 511.77
833.47 66.59 32.12
50.43 15.37 15.15
678.20 95.18 89.79
772.80 90.78 48.86
435.51 68.59 10.75
679.41 85.23 83.86
23.63 1.52 0.73
111.47 4.11 2.80
550.11 55.42 30.18

231.59
474.30
659.21
5.36
7.14
114.03
393.83
-25.77
1261.0
59.01
15.47
218.51
19.94
35.42
17.69
13.02
45.00
41.37
4.14
77.53
260.30
20.35
334.01
8.95
34.82
4.15
71.28
5.19
27.44
41.53
657.4
445.51
7571.5
252.99
223.01
275.59
-1.13
15.55
21.09
49.67
16.29
16.16
10.85
9.54
3002.2
-19.39
197.28
81.71
47.27
135.78
355.17
21.63
11.14
54.72
24.54
7.03
63.42
0.59
1.87
20.93

2.00
1.00
1.00
1.00

2.00

1.00
1.00
1.00

1.00
100.0
1.00
100.0

2.00
2.00

1.00
1.00
5.00
5.00
1.00

1.00
2.00

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

34

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Year Equity B.V. Turnover


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

Suryalata Spinning 31.03.15


4.27
Sutlej Textiles
31.03.15 16.38 340.80
Suven Life Scienc. 31.03.15 12.73 43.94
Suzlon Energy
31.03.15 741.54
Swaraj Automotive 31.03.15
2.40 104.88
Swaraj Engines
31.03.15 12.42 170.75
Symphony
31.03.15
7.00 82.91
Syndicate Bank
31.03.15 662.06 183.37
Syngene Internat. 31.03.15 199.06 42.44
Take Solutions
31.03.15 12.00 43.70
Tamilnad Mer. Bank 31.03.15
0.28 92653.
Tamilnadu Newspr. 31.03.15 69.21 173.60
Tata Capital Ho. Fin. 31.03.15 253.33 14.80
Tata Chemicals
31.03.15 254.82 217.87
Tata Coffee
31.03.15 18.68 42.47
Tata Consultancy S. 31.03.15 195.87 258.51
Tata Elxsi
31.03.15 31.14 90.99
Tata Global Bev.
31.03.15 63.11 86.38
Tata Metaliks
31.03.15 25.29
Tata Motors
31.03.15 643.76 174.72
Tata Power Co.
31.03.15 270.48 45.55
Tata Sponge Iron
31.03.15 15.40 516.34
Tata Steel
31.03.15 971.41 322.72
Tata Teleservices
31.03.15 1954.9
Tech Mahindra
31.03.15 480.39 126.22
Techno Electric
31.03.15 11.42 160.20
Technofab Engg.
31.03.15 10.49 207.68
Texmaco Infra & H 31.03.15 12.74 22.09
The Waterbase
31.03.15 38.60 25.41
Thermax
31.03.15 23.83 190.25
Tide Water Oil Co. 31.03.15
0.85 6080.2
Tinplate Company 31.03.15 104.80 52.38
Titagarh Wagons
31.03.15 20.06 310.84
Titan Company
31.03.15 88.78 34.83
Torrent Pharma
31.03.15 85.00 146.53
Torrent Power
31.03.15 472.45 138.76
Transport Corp.
31.03.15 15.13 74.92
Trident
31.03.15 508.64 28.61
Triveni Turbine
31.03.15 33.00 7.14
TTK Prestige
31.03.15 11.64 553.09
Tube Investments 31.03.15 37.43 124.38
TV Today Network 31.03.15 29.82 75.45
TVS Electronics
31.03.15 18.02 20.93
TVS Motor Co.
31.03.15 47.51 34.63
TVS Srichakra
31.03.15
7.66 360.69
Tyche Industries
31.03.15 10.23 42.81
Ucal Fuel Systems 31.03.15 22.11 138.28
Uco Bank
31.03.15 1075.59 111.00
UFO Moviez
31.03.15 25.90 175.01
Ultratech Cement 31.03.15 274.40 693.92
Umang Diaries
31.03.15 11.00 12.29
Union Bank of Ind. 31.03.15 635.78 288.42
United Bank of Ind. 31.03.15 839.52 62.34
United Breweries 31.03.15 26.44 69.96
United Nilgiri Tea 31.03.15
5.00 118.12
United Spirits
31.03.15 145.33 133.63
UPL
31.03.15 85.72 136.73
Vaibhav Global
31.03.15 32.46 101.05
Va Tech Wabag
31.03.15 10.86 166.23
Vardhman Acrylics 31.03.15 93.01 34.55

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

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
849.40 151.84 155.98 102.90 33.04
7993.39 641.75 499.88 247.82 3.93
1418.60 170.86 132.31 109.13 43.39
263168.9 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
2892.73
-10.74 -615.25 -615.25
22621.27 3580.74 3618.12 2627.67 27.35 120
793.89 147.82 124.80 105.08 18.40 200
419.89
24.96 12.20
8.45 8.06
12.34
3.43
9.83
7.60 0.60
277.56
29.52 30.24 19.51 5.05
4697.41 405.92 497.04 335.94 28.19
955.75
79.95 243.40 171.15 2013.
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
270.06
8.87
2.92
2.29 1.27
10098.22 453.29 456.16 347.83 7.32
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 20
477.00
81.55 68.83 48.82 18.85
24348.96 3222.06 2985.63 2098.34 76.47 90
251.14
13.77 12.98
8.52 3.87
35606.96 5823.47 2783.38 1781.64 28.02 60
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
8049.34 400.76 -1928.1 -1956.5
12090.52 1938.11 1410.37 1144.03 26.69
1383.74 130.29 127.67 103.16 31.78
2435.15 200.25 167.10 110.10 20.28
514.24
44.92 44.62 33.43 3.59

101
439
153
13
23
789
2032
52
381
137
212
333
84
2276
1906
104
87
310
59
364
251
6
430
467
150
33
776
346
61
126
327
1323
220
220
43
94
4231
373
329
84
282
2233
38
91
32
470
2777
58
115
18
809
436
2309
396
349
524
30

3.41
6.23
17.92
2.29
18.90
61.09
2.26
43.34
23.54
8.80
14.22
13.04
22.46
57.69
26.46
2.01
7.13
95.16
6.10
15.72
25.38
18.61
55.00
27.53
0.17
14.32
25.61
35.28
29.95
28.91
21.91
18.53
34.06
53.35
16.45
24.21
66.14
38.52
16.48
20.11
10.17
3.02
24.93
36.31
14.99
4.10
5.90
82.38
25.06
14.84
10.98
25.84
8.36

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

1506
1512
1512
1512
1503
1512
1512
1512
1512
1512
1503
1509
1503
1512
1512
1512
1512
1512
1512
1512
1512
1512
1512
1512
1509
1512
1509
1512
1509
1509
1512
1509
1503
1512
1512
1512
1509
1512
1509
1512
1512
1506
1512
1512
1512
1506
1506
1506
1506
1512
1503
1512
1512
1512
1506
1512
1512
1509
1509
1512

87.50
1721.71
330.25
6290.68
21.53
411.92
276.99
19181.9
775.50
718.07
834.98
1202.77
491.69
13701.18
1307.91
80197.6
781.25
6144.94
702.82
194876.
28105.1
431.42
87644.0
2239.25
12909.4
771.22
200.84
11.05
200.21
2050.08
726.64
457.75
118.46
8808.23
4430.0
9206.06
1104.24
2737.85
301.03
1217.40
6280.45
127.11
495.27
8428.52
1534.63
16.16
112.06
5169.1
130.32
17603.7
74.31
4312.41
1566.47
3790.42
13.65
6790.19
8961.79
582.26
1058.97
325.54

6.60
146.14
68.49
265.94
0.32
47.44
3193.8
92.89
179.23
208.90
67.69
184.56
21261.
163.27
399.58
12778.
22792.
5326.9
130.27
1674.9
129.17
12.97
4.64
21.27
159.20
91.32
54.26
9.68
663.86
2247.0
59.42
302.98
54.71
134.27
621.53
21.82
5.85
439.79
215.92
1.76
7.77
1161.5
21.16
2323.7
6.03

418.15
2.98
1392.3
24.11
45.86
32.83

3.99 2.64
129.04 94.55
79.46 62.68
739.65 753.14
0.64 0.42
59.68 39.55
76.49
1257.6 514.68
154.70
102.66 88.54
171.29 134.54
142.28 111.48
56.63 37.36
537.92
161.55 83.37
23384. 17878.
174.50 113.72
385.71 219.38
11.65
7419.8 5846.7
1342.9 513.10
18.02
1099.0 164.44
-338.61 -338.61
1938.6 1461.7
153.25 112.18
6.28 4.09
13.83 11.07
21.56 13.99
188.78 126.51
109.15 72.17
68.03
13.29 8.78
672.61 521.74
2393.0 1777.0
840.90
55.82 42.06
204.71 172.98
62.65 41.98
135.29 93.20
532.90 313.36
27.56 17.96
2.14 3.51
427.98 314.38
207.77 145.77
1.94 2.07
2.79 2.36
397.90 256.70
18.27 13.25
2126.8 1493.2
5.67 3.57
1255.48
131.08
375.88 243.13
3.45 2.58
990.16
966.25 747.52
24.53 19.42
30.12 4.75
32.68 21.56

1.00
2.00

2.00

1.00

1.00
1.00
1.00
2.00
1.00

5.00
2.00
1.00
2.00

1.00
5.00
2.00
1.00
2.00
5.00
1.00

5.00

1.00

2.00
2.00

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

35

FUNDAMENTALS : READY REFERENCE

Full Year Results


Company

Vardhman Textiles
Vedanta
Veljan Denison
Venkys India
Vesuvius India
V-Guard Industries
Vijaya Bank
Vindhya Telelinks
Visaka Industries
Vishnu Chemicals
Vivimed Labs
V-Mart Retail
Voith Paper (18m)
Voltamp Transform.
Voltas
VRL Logistics
VST Industries
VST Tillers Trac.
Wabco India
Welspun Corp
Welspun India
Wheels India
Whirlpool of 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
31.03.15
31.03.15
31.03.15
31.12.14
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15
31.03.15

62.52
296.50
2.25
9.39
20.30
29.97
859.12
11.84
15.88
11.95
16.20
18.02
4.39
10.12
33.07
85.54
15.44
8.64
9.48
131.59
100.46
12.03
126.87
6.00
493.70
56.50
417.74
96.04
7.72
44.33
20.20
42.06
29.44
39.07

539.87
181.70
401.69
395.55
216.42
126.04
68.95
248.48
209.16
81.51
305.73
113.73
335.95
435.59
63.56
41.64
222.81
420.07
455.18
106.35
142.53
316.76
71.15
295.92
165.28
29.10
279.60
36.76
12.77
260.99
180.12
239.37
218.62
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.) (%) 17.02.16 Ratio
(Cr.) (Cr.) (Cr.) (Cr.) Rs.10/-

6952.20 751.80 626.92 400.21 64.01


73709.50 14885.39 -9925.12 -15645.8
77.64
19.02 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
699.32 156.57 77.54 72.05 30.15
720.20
59.18 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
3293.78 263.16 300.52 210.51 16.59
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

15
50

100
225

100

90

12

762
74
589
241
715
830
31
576
91
194
402
493
520
697
236
319
1645
1351
5606
85
869
864
597
1693
527
347
720
371
63
853
67
125
91
658

11.90
10.16
12.10
24.53
35.17
6.07
11.79
6.80
10.58
13.33
23.77
10.68
24.83
20.31
29.92
16.69
16.79
88.09
32.44
16.17
34.95
35.99
26.48
15.04
38.73
15.00
36.52
30.88
14.29
2.68
58.96
10.00
23.59

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

1512
1512
1512
1506
1509
1512
1512
1509
1512
1509
1509
1512
1509
1512
1503
1512
1509
1509
1512
1512
1512
1509
1512
1512
1512
1512
1512
1506
1506
1512
1509
1503
1503
1509

5020.59
48454.3
55.83
558.28
513.74
1348.98
9728.96
437.95
729.15
228.56
308.22
631.37
37.23
359.40
1489.97
1305.90
395.94
317.57
1271.75
6479.58
4351.12
1009.86
2627.90
259.15
37889.0
160.86
11914.48
1339.86
34.77
2226.65
574.62
1538.76
0.50
209.40

725.06
5949.4
14.31
36.31
75.95
103.03
1234.6
84.81
39.60
36.67
99.23
7.54
134.90
151.06
83.56
50.38
170.83
400.84
863.84
53.08
227.68
41.35

3077.0
294.39
15.08
60.82
63.76
2.55
40.31

655.46 419.20
4861.5 1857.8 1.00
13.31 8.79
24.25 15.82
83.65 55.08
100.48 69.71
497.33 310.49
62.89 41.35
25.87 15.51
21.28 13.07
61.38 48.85
27.15
11.68 7.55
24.77
160.60 118.04 1.00
133.34 89.10
94.82 62.71
54.12 36.98
195.24 147.33 5.00
316.35 204.42 5.00
758.54 509.58
24.42 17.04
266.62 179.58
42.19 29.25
6687.1 2.00
52.25
2727.2 1837.3
360.84 242.30
14.90 11.78 1.00
71.54
32.93 26.35
17.99 11.16
7.64 5.11
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.

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

36

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.
3M India
Aditya Birla Chem.
Aditya Birla Nuvo
Akzo Nobel
Alembic Pharma
Allahabad Bank
Allcargo Log.
Amara Raja Batt.
Amrutanjan Health.
Andhra Bank
APL Apollo
Apollo Tyres
Ashok Leyland
Asian Paints
Astra Microwave
Aurobindo Pharma
Axis Bank
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Balmer Lawrie
Bank of Baroda
Bharat Elec.
Bharat Forge
Biocon
Bosch
Brigade Ent.
BS
Cadila Healthcare
Cairn India
Can Fin Homes
Carborundum Uni.
CARE
CCL Products
Cheviot Co.
Chola Investment
Cigniti Tech.
Cipla
City Union Bank
Coal India
Coffee Day Ent.
Colgate-Palmolive
Container Corp.
Cosmo Films
CYIENT
Dabur
Dr Reddys Labs
Dredging Corp.
Edelweiss Fin.
Emami

23
11
23
130
47
38
601
25
17
3
652
23
51
285
96
16
58
476
289
54
80
111
29
462
240
47
100
31
113
44
102
1875
27
19
29
27
5
156
25
161
60
6316
171
27
195
19
56
176
85
28
81
23

307
1033
596
14105
1315
1592
10714
2947
2296
74
9274
2022
5841
8781
7403
206
6654
24235
11711
3326
4435
273
1395
24544
2563
2245
1670
5177
694
1993
4960
4869
506
1017
127
455
156
2006
276
7305
1640
37008
1289
2049
2923
845
1498
4166
7747
328
2394
1164

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
920
576
12802
1248
1041
10935
2784
2085
67
8629
1483
6582
5695
6995
378
5792
20530
11216
2476
3277
357
1414
23500
2306
2126
1483
7316
559
1215
4158
8465
374
1070
117
423
125
1783
158
5487
1527
34470
1172
1957
2624
894
1294
3798
7105
358
1711
971

5
12
3
10
5
53
-2
6
10
10
7
36
-11
54
6
-46
15
18
4
34
35
-24
-1
4
11
6
13
-29
24
64
19
-42
35
-5
9
8
25
13
75
33
7
7
10
5
11
-5
16
10
9
-8
40
20

60
128
121
2290
107
478
2400
201
330
10
1757
110
789
766
1164
33
1318
7720
2300
2192
3176
250
76
4539
89
538
292
785
185
146
1076
480
463
112
78
83
22
356
40
1566
402
6809
91
405
426
80
172
661
1697
41
1497
158

49
74
109
1817
94
203
2376
154
284
5
1372
89
713
123
959
60
1115
6058
1914
1651
2335
344
50
4883
-0.48
476
241
1004
99
114
656
4285
341
78
69
71
8
290
13
853
346
6288
39
346
413
36
160
563
1294
26
1035
175

22
73
11
26
14
135
1
31
16
100
28
24
11
523
21
-45
18
27
20
33
36
-27
52
-7
13
21
-22
87
28
64
-89
36
44
13
17
175
23
208
84
16
8
133
17
3
122
8
17
31
58
45
-10

50
156
102
2292
155
495
267
422
14
78
1028
885
1417
41
1413
3046
875
1848
256
111
433
678
758
1136
154
98
1239
3258
108
170
85
94
34
367
43
1802
10828
80
445
770
81
258
805
86
300
184

40
100
86
1947
166
244
228
373
8
67
1068
301
1148
71
1253
2044
636
1315
381
78
299
595
373
1628
99
70
786
4677
60
125
109
78
17
304
15
1084
10572
38
397
786
34
241
673
61
266
222

25
56
19
18
-6
103
17
13
78
17
-4
194
23
-42
13
49
38
41
-33
42
45
14
103
-30
56
39
58
-30
81
37
-22
19
101
21
195
66
2
114
12
-2
134
7
20
41
13
-17

20
86
40
811
86
359
324
148
245
9
454
42
569
446
854
23
884
3894
1948
555
908
1181
64
1177
267
370
432
649
63
44
744
1508
67
72
55
59
23
233
23
1082
219
6308
-28
271
440
39
173
602
1348
34
187
149

11
50
25
716
91
142
254
113
206
5
251
39
486
73
686
43
788
3277
1331
409
635
1032
42
2466
173
319
205
939
27
35
518
3371
37
44
79
46
11
195
12
593
193
6226
-49
264
454
8
159
498
1124
14
157
164

82
72
60
13
-5
153
28
31
19
80
81
8
17
511
24
-47
12
19
46
36
43
14
52
-52
54
16
111
-31
133
26
44
-55
81
64
-30
28
109
19
92
82
13
1
3
-3
388
9
21
20
143
19
-9

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

37

HALF YEAR PERFORMANCE

FIRST HALF PERFORMANCE


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

Company/ Bank Equity


Finolex Cables
Finolex Inds.
Force Motors
Gallantt Ispat
Gallantt Metal
GHCL
Glaxo Consumer
GMR Infra.
Godrej Consumer
Godrej Inds.
Granules India
Grasim Inds.
Greaves Cotton
Guj. Fluoro
Gulf Oil Lub.
GVK Power
HDFC
HDFC Bank
Heritage Foods
Hester Biosciences
Himatsingka Seide
Hindalco
Hindustan Zinc
Hi-Tech Gears
HPCL
ICICI Bank
ICRA
IDBI Bank
Idea Cellular
Igarashi Motors
Indiabulls Hsg Fin.
Indian Bank
Indusind Bank
Infosys
Inox Wind
ITC
J&K Bank
Jamna Auto Inds.
Jet Airways
Jindal Poly Films
Jindal Steel
JK Tyre & Ind.
Jyothy Labs
Kajaria Ceramics
Kalyani Steels
Kanoria Chem.
Karur Vysya Bank
KEC Inter.
Kitex Garments
Kotak Mah. Bank
L&T
L&T Finance Hold.

31
124
13
28
81
100
42
604
34
34
21
92
49
11
10
158
316
504
23
9
49
207
845
19
339
1162
10
1604
3400
31
84
480
592
1144
222
803
48
40
114
42
91
45
18
16
22
22
122
51
5
915
186
1721

1194
1100
1403
246
346
1244
2171
6057
4343
5759
712
16991
805
3208
479
2067
23957
33827
1165
49
1001
17500
7663
226
93876
31909
162
15817
17487
213
3814
9073
7066
29989
1644
17492
3736
608
10478
3694
9134
3587
816
1159
620
159
3089
3899
243
13114
43645
3511

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
1209
1049
1144
231
353
1153
2080
5413
3949
4624
619
15986
864
2167
465
1411
21648
26965
1018
45
1020
16550
6810
209
110905
29506
146
14843
15131
181
2878
8484
5876
26112
848
18272
3782
491
9458
3879
9830
3737
753
1042
628
176
2957
3893
231
9927
40134
2990

-1
5
23
6
-2
8
4
12
10
25
15
6
-7
48
3
46
11
25
14
9
-2
6
13
8
-15
8
11
7
16
18
33
7
20
15
94
-4
-1
24
11
-5
-7
-4
8
11
-1
-10
4
5
32
9
17

122
154
78
21
25
261
408
796
675
328
100
1954
115
446
70
424
4885
9893
46
13
127
852
3477
18
1712
10196
39
2657
3231
41
3361
1444
1929
7441
209
6429
896
44
325
478
746
515
92
178
95
14
651
252
64
2627
3566
2490

108
143
31
19
21
211
336
275
538
215
80
1631
79
326
59
-236
4431
7904
19
11
86
1262
2944
9
1212
9215
33
2125
2661
21
2543
1402
1474
6694
125
6292
880
20
-384
250
1952
347
69
137
66
8
421
179
51
2194
3485
2183

13
8
152
11
19
24
21
189
25
53
25
20
46
37
19
10
25
142
18
48
-32
18
100
41
11
18
25
21
95
32
3
31
11
67
2
2
120
91
-62
48
33
30
44
75
55
41
25
20
2
14

179
189
150
24
30
203
604
268
685
404
116
2676
162
525
70
-40
4936
9893
58
15
108
874
5254
30
3244
61
5734
56
1443
204
7639
61
690
574
49
449
111
197
111
22
163
79
4133
635

174
123
100
23
24
163
468
-348
571
294
91
2466
97
367
57
-495
4495
7904
29
11
69
931
4754
22
2347
44
4623
39
1110
111
7324
25
232
288
2265
280
84
148
72
12
68
61
4121
700

3
54
50
5
23
24
29
20
37
28
9
66
43
22
10
25
98
36
56
-6
11
33
38
38
24
44
30
84
4
142
197
100
-98
60
32
33
54
86
140
29
-9

113
112
78
16
20
113
374
-828
486
229
58
973
98
252
44
-247
4311
5565
26
9
82
210
4206
12
1268
6006
37
255
1740
30
1067
585
1085
6429
140
4697
354
28
309
241
-957
236
83
105
58
11
277
75
43
1458
1602
408

114
64
45
14
14
91
290
-1203
378
173
45
904
56
173
37
-517
3937
4615
10
7
45
406
3801
6
896
5364
25
225
1484
19
872
521
851
5982
78
4612
302
9
-148
106
860
132
68
78
38
4
213
32
34
1416
1829
468

-1
75
73
14
43
24
29
29
32
29
8
75
46
19
10
21
160
29
82
-48
11
100
42
12
48
13
17
58
22
12
28
7
79
2
17
211
127
79
22
35
53
175
30
134
26
3
-12
-13

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

38

HALF YEAR PERFORMANCE

FIRST HALF PERFORMANCE


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

Company/ Bank Equity


La Opala RG
11
Lakshmi Vilas Bank
179
LIC Housing Fin.
101
LT Foods
26
Lupin
91
Lycos Internet
95
M&M Financial
113
Manappuram Fin.
168
Marico
65
Maruti Suzuki
151
Mayur Uni.
23
MIC Electronics
31
Minda Corp.
42
MindTree
84
Motherson Sumi
132
NCC
111
Neuland Labs
9
Neyveli Lignite
1678
NHPC
11071
NMDC
396
NTPC
8245
Oberoi Realty
339
Omkar Speciality
21
ONGC
4278
Oracle Fin.
42
Ortel Comm.
30
Page Inds.
11
Pennar Eng.
34
Pennar Inds.
60
Persistent Systems
80
Petronet LNG
750
Pfizer
46
PI Industries
14
PNB
393
PNB Housing Fin.
127
Pokarna
6
Power Grid Corp.
5232
PTC India Fin.
562
PVR
47
Rajesh Exports
30
Ramkrishna For.
27
Rane Brake Lining
8
Rel. Capital
253
Rel. Power
2805
Reliance Comm.
1244
Renaissance Jew.
19
Repco Home Fin.
62
RIL
3238
Rupa & Co.
8
Sadbhav Eng.
17
Satin Creditcare
29
SBI
776

115
1391
6011
1446
6471
1064
3084
1092
3269
27359
264
101
1144
2151
18582
4408
250
3560
4353
3409
34983
399
192
43505
2060
86
908
193
701
1043
15922
996
1001
27134
1204
195
9636
669
961
59464
472
213
4785
5534
10817
555
416
148031
478
1575
240
91586

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
99
1199
5137
1355
6514
916
2844
960
3054
23743
256
75
943
1732
16408
4372
224
2913
4154
6582
35073
361
120
42299
2017
70
781
196
682
899
21141
916
898
25846
781
144
8120
373
761
18864
286
202
4216
3536
10641
500
325
214437
461
1280
136
82573

16
16
17
7
-1
16
8
14
7
15
3
35
21
24
13
1
12
22
5
-48
11
60
3
2
23
16
-2
3
16
-25
9
11
5
54
35
19
79
26
215
65
5
14
57
2
11
28
-31
4
23
76
11

33
205
1179
160
1295
303
1809
664
510
3117
57
18
72
326
1225
358
31
913
2132
1914
4907
212
32
13448
887
13
192
20
61
152
667
165
197
6071
51
5639
144
831
73
13
1994
1875
1681
21
105
14669
59
128
165
19468

23
160
940
136
1730
254
1866
607
421
1736
43
-5
62
298
980
322
21
635
1893
4327
4510
189
20
12877
802
6
156
13
48
144
722
133
161
6001
19
4586
52
483
30
9
1754
966
1531
12
87
13001
58
87
89
17390

43
28
25
18
-25
19
-3
9
21
80
33
16
9
25
11
48
44
13
9
12
60
4
11
117
23
54
27
6
-8
24
22
1
168
23
177
72
143
44
14
94
10
75
21
13
2
47
85
12

37
1228
110
1594
329
445
218
593
4731
65
23
103
446
1599
226
28
1405
3121
2905
6437
254
28
21298
1031
16
200
18
43
236
775
269
234
207
44
6377
357
168
559
74
21
676
1389
2242
23
108
22687
56
126
41
-

28
1010
86
2081
263
627
212
480
3265
50
-4
73
389
1118
110
20
1095
2384
5365
6505
217
16
20149
1137
9
164
13
33
241
789
152
195
134
18
5300
134
75
307
43
16
450
871
2253
16
89
21288
55
90
20
-

33
24
85
22
794
27
50
-23
934
25
196
-29
265
3
122
24
389
45 2418
30
39
15
41
49
15
296
43
553
106
44
41
14
28
710
31 1948
-46 1820
-1 5034
17
152
75
17
6 10302
-9
652
70
5.27
22
123
43
8
29
15
-2
139
-2
496
77
115
20
146
- 1342
54
134
138
25
20 2815
166
273
123
99
82
517
71
35
28
9
50
451
59
690
333
48
14
22
69
7 12942
3
44
40
66
105
27
- 7572

17
60
634
40
1255
166
389
121
304
1625
31
-8
39
267
268
-24
8
593
1300
3482
4273
135
11
10227
712
0.07
104
6
11
140
419
39
121
1980
87
3
2338
90
17
278
22
5
381
497
285
6
58
11929
32
37
14
6449

41
42
25
25
-26
18
-32
1
28
49
26
26
11
106
75
20
50
-48
18
13
55
1
-8
7429
18
33
36
-1
18
195
21
-32
54
733
20
203
482
86
59
80
18
39
17
133
19
8
38
78
93
17

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

39

HALF YEAR PERFORMANCE

FIRST HALF PERFORMANCE


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

Company/ Bank Equity


Shipping Corp.
Sintex Inds.
SKS Microfinance
SML Isuzu
SMS Pharma
South Indian Bank
Spicejet
Srikalahasti Pipes
Stampede Cap.
State Bk of Tra.
Sterlite Tech.
Sun Pharma
Sundaram Clay.
Sundaram Fin.
Sunil Hitech Eng.
Suryalakshmi Cot.
Sutlej Textiles
Suven Life
Syndicate Bank
Syngene Int.
Take Solutions
Tata Coffee
Tata Elxsi
Tata Global
Tata Motors
Tata Power
Tata Steel
TCS
Tech Mahindra
Techno Electric
Titan Co.
TN Newsprint
Torrent Pharma
Trident
TTK Prestige
TVS Motor Co.
TVS Srichakra
UltraTech Cement
Union Bank
Vedanta
V-Guard Inds.
Vijaya Bank
Vishnu Chem.
Voltamp Trans.
Wabco India
Welspun India
Wipro
Wonderla Holidays
Yes Bank
Zensar Tech.
Zicom Electronic

466
44
127
14
8
135
599
40
23
71
79
241
10
111
17
17
16
13
662
199
12
19
31
63
679
270
970
197
481
11
89
69
85
509
12
48
8
274
687
297
30
859
12
10
9
100
494
57
419
44
20

2142
3383
532
652
277
3007
2153
551
76
5295
2031
13599
718
1139
833
367
1170
218
12994
495
470
849
507
4063
122620
18776
59605
52834
12909
455
5382
1203
3638
1840
770
5489
1026
12444
18144
33578
933
6492
229
220
814
2861
24937
110
7792
1465
575

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
2180
3025
342
572
273
2872
3141
474
28
5253
1156
14364
661
1103
689
367
951
281
11204
380
331
815
397
3930
125169
17292
72204
45928
10609
391
6485
958
2331
1872
718
4960
942
11800
17302
36686
909
6444
194
218
647
2591
23062
98
6432
1268
482

-2
12
56
14
1
5
-31
16
171
1
76
-5
9
3
21
23
-22
16
30
42
4
28
3
-2
9
-17
15
22
16
-17
26
56
-2
7
11
9
5
5
-8
3
1
18
1
26
10
8
12
21
16
19

353
413
324
46
31
394
49
116
27
838
188
3272
39
855
67
37
99
48
2265
115
61
109
103
265
7738
3468
1887
14032
1675
104
379
209
1503
211
81
287
145
1606
2978
4614
72
792
37
5
107
563
4831
47
1927
207
61

31
380
193
33
26
432
-391
66
4
556
73
4500
34
849
58
33
85
84
1968
82
35
146
63
318
14522
2414
4936
12286
1755
95
563
148
541
175
76
227
77
1418
2706
7816
69
596
25
3
77
449
4683
41
1449
163
47

1039
9
68
39
19
-9
76
575
51
158
-27
15
1
16
12
16
-43
15
40
74
-25
63
-17
-47
44
-62
14
-5
9
-33
41
178
21
7
26
88
13
10
-41
4
33
48
67
39
25
3
15
33
27
30

645
454
183
58
32
155
113
34
128
3124
85
406
47
35
131
64
158
111
126
124
346
11495
2310
5753
16421
2309
145
432
211
1711
295
90
368
160
2092
2899
7579
77
792
27
19
153
671
6377
67
1928
257
49

489
362
108
47
26
-371
59
7
81
4607
64
413
36
32
112
91
124
62
159
83
373
19392
1467
6850
15017
2164
114
605
154
661
237
88
302
73
2020
2706
9000
67
596
17
18
109
497
6021
54
1449
198
41

32
325
25
215
69
139
23
35
22
18
159
96
90
71
406
27
184
58
50
-32 1586
31
47
-2
253
29
22
8
14
18
68
-30
45
634
27
96
81
65
-21
53
49
74
-7
160
-41 2339
57
489
-16 2292
9 11795
7 1462
27
84
-29
296
37
111
159 1017
24
112
3
56
22
207
119
98
4 1018
7 1177
-16 1840
15
48
33
258
63
13
8
13
40
96
35
336
6 4423
24
40
33 1162
30
167
20
26

68
169
106
27
13
203
-435
31
4
69
22
3265
30
253
16
12
66
60
801
75
26
63
44
160
8689
-189
1592
10812
1350
70
417
60
454
53
55
167
43
1041
1035
2981
41
305
6
12
62
235
4188
31
914
123
22

378
27
31
30
38
-22
129
575
167
127
-51
57
38
17
3
-25
-21
28
150
-16
68
0
-73
44
9
8
20
-29
85
124
111
2
24
128
-2
14
-38
17
-15
117
8
55
43
6
29
27
36
18

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

40

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


3M India
ABB India
Aditya Birla Nuvo
Alembic Pharma
Allcargo Log.
Amara Raja Batt.
Amrutanjan Health
Andhra Bank
APL Apollo Tyres
Apollo Hospital
Arvind
Asian Paints
ASM Tech.
Aurobindo Pharma
Avanti Feeds
Axis Bank
Bajaj Auto
Bajaj Elec.
Bajaj Finance
Bajaj Finserv
Balmer Lawrie
Bank of Baroda
Bata India
Berger Paints
BGR Energy
Bharat Forge
Biocon
Bosch
BPCL
Brigade Ent.
Britannia Inds
Butterfly Gandhi.
Cadila Healthcare
Can Fin Homes
Canara Bank
CARE
Castrol India
CCL Products
Central Bank
Century Plyboards
Cera Sanitaryware
Chaman Lal Setia
Cheviot Company
Chola. Investment
Cigniti Tech.
Cipla
City Union Bank
Corporation Bank
Cyient
Dabur
Dr.Reddys Labs
Eicher Motors
EIH
Elgi Equipments
Emami

11
42
130
38
25
17
3
603
23
70
258
96
5
29
9
475
289
20
54
80
29
444
64
69
72
47
100
31
723
113
24
18
102
27
515
29
247
27
1658
22
7
9
5
144
25
161
60
168
56
176
85
27
114
16
23

519
1932
6820
583
1478
1145
29
4529
965
1265
1877
3623
28
3320
603
12234
5613
1009
1646
2212
749
12244
680
1121
894
1129
833
2558
51966
353
2019
234
2501
243
12253
48
924
220
7099
371
194
131
57
987
130
3853
811
5335
726
2069
3758
2917
302
327
590

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
1822
6207
494
1321
1029
26
4205
742
1054
1773
3362
28
2911
480
9980
5252
888
1244
1629
725
11683
622
1060
635
988
725
2378
66794
190
1787
108
2050
176
11728
43
914
176
6928
363
162
129
52
866
77
2720
754
5215
622
1869
3518
2245
284
324
482

12
6
10
18
12
11
12
8
30
20
6
8
14
26
23
7
14
32
36
3
5
9
6
41
14
15
8
-22
86
13
117
22
38
4
12
1
25
2
2
20
2
10
14
69
42
8
2
17
11
7
30
6
1
22

59
113
1121
101
175
1.48
825
48
136
164
614
5
636
62
4092
1061
53
1090
1590
43
2202
71
125
73
282
154
410
3281
80
261
13
528
223
2004
23
267
42
893
57
25
16
8
172
17
910
197
809
74
289
771
352
11
21
77

38
98
792
76
145
-0.13
626
44
116
174
487
5
567
38
2896
856
29
818
1152
29
2480
82
93
64
218
122
357
966
35
138
8
308
163
1795
19
179
29
974
37
21
5
2
144
7
416
173
698
70
241
647
229
10
16
71

55
15
42
33
21
32
9
17
-6
26
12
63
41
24
83
33
38
48
-11
-13
34
14
29
26
15
240
129
89
63
71
37
12
21
49
45
-8
54
19
220
300
19
143
119
14
16
6
20
19
54
10
31
8

73
126
1123
101
185
212
3
40
158
146
748
5
707
71
1576
42
434
937
59
90
147
68
354
231
593
4033
64
306
9
607
51
27
291
47
55
28
16
15
177
20
1037
117
358
437
53
30
100

51
101
851
96
146
181
1
34
144
152
571
4
652
41
1144
16
328
667
44
105
113
53
276
190
529
2349
35
190
3
367
30
35
197
33
41
24
5
5
150
8
549
100
294
301
41
23
96

45
25
32
6
27
17
184
17
10
-4
31
26
9
76
38
163
32
41
33
-14
30
28
28
22
12
72
84
61
221
65
74
-22
48
43
33
15
221
173
18
159
89
17
22
45
28
30
4

40
57
397
70
75
122
1.7
203
22
91
58
455
3
432
46
1978
1015
20
276
467
33
1052
92
77
11
195
126
344
2376
24
190
4.17
353
32
479
17
185
30
204
40
16
10
10
111
11
651
112
204
75
261
626
222
20
14
88

25
48
264
65
49
106
0.73
107
20
83
91
339
3
415
26
1667
740
6
211
319
25
1362
59
57
9
145
103
307
1216
7
114
0.17
240
19
807
27
124
20
192
26
14
3
4
96
6
295
99
231
69
211
550
157
6
13
71

60
19
50
8
53
15
133
90
10
10
-36
34
4
77
19
37
233
31
46
32
-23
56
35
22
34
22
12
95
243
67
2353
47
68
-41
-37
49
50
6
54
14
233
150
16
83
121
13
-12
9
24
14
41
233
8
24

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

41

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


Eveready Inds.
Finolex Cables
Force Motors
Foseco India
G E Shipping
GAIL (India)
GATI
GHCL
Glaxo. Consumer
GMR Infra
Godrej Consumer
Godrej Inds.
Goldstone Infra.
Granules India
Grasim Inds.
Guj. State Pet.
Gujarat Fluorochem.
Gulf Oil Corp.
Gulf Oil Lub.
GVK Power
Hatsun Agro Prod.
HDFC
HDFC Bank
HDIL
Heritage Foods
HIL
Hindalco Inds.
Hindustan Zinc
Hi-Tech Gears
HUL
ICICI Bank
IDBI Bank
Idea Cellular
IDFC
IFB Agro Inds.
IFCI
Igarashi Motors
IIFL Holdings
Indiabulls Housing
Indiabulls Ventures
Indian Bank
Indraprastha Gas
Indusind Bank
Infosys
Inox Wind
Insecticides(I)
International Paper
IOCL
ITC
J&K Bank
Jagran Prakashan
Jamna Auto Inds.
Jindal Poly Films
Jindal Saw
JK Tyre

36
31
13
6
151
1268
18
100
42
530
34
34
14
20
92
563
11
10
10
158
11
315
502
419
23
7
207
845
19
216
1161
1604
3599
1594
9
1662
31
62
71
58
480
140
531
1144
222
19
40
2428
802
48
65
40
42
61
45

348
588
640
76
947
12565
416
587
1045
2966
2098
2511
22
346
8599
259
1413
27
230
999
867
11436
16503
267
578
404
8575
3630
115
8105
15802
7903
8798
2226
154
886
109
961
1829
96
4495
902
3448
14354
636
285
299
101307
8588
1888
481
290
721
1912
1760

TI
% CH OP
OP % CH GP
GP % CH PAT
PAT % CH
(Rs. crs) (Rs. crs)
(Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
30.06.15 30.06.14
30.06.14
30.06.15 30.06.14
30.06.15 30.06.14
324
572
545
66
808
13372
397
560
966
2731
1889
2326
21
311
8045
231
891
24
226
713
703
10039
13071
250
506
361
7997
3007
100
7716
14617
7233
7561
2123
131
726
90
790
1364
82
4144
869
2874
12770
304
252
285
124957
9293
1899
440
235
667
1149
1854

7
3
17
15
17
-6
5
5
8
9
11
8
5
11
7
12
59
13
2
40
23
14
26
7
14
12
7
21
15
5
8
9
16
5
18
22
21
22
34
17
8
4
20
12
109
13
5
-19
-8
-1
9
23
8
66
-5

30
60
35
13
343
736
21
131
184
401
292
118
3
47
1014
184
207
3
33
173
53
2449
4850
189
20
59
545
1487
10
1432
5038
1138
1712
1921
11
250
21
590
1635
55
709
158
923
3447
80
31
20
8957
3128
458
112
20
141
194
254

23
42
15
9
224
811
31
114
153
160
220
103
2
41
860
153
129
2
28
-245
18
2125
3844
235
10
46
561
1150
5
1250
4517
928
1349
1864
5
209
10
469
1200
47
607
172
749
3211
43
32
16
2202
2994
448
83
12
60
100
153

30
43
133
44
53
-9
-32
15
20
151
33
15
50
15
18
20
60
50
18
194
15
26
-20
100
28
-3
29
100
15
12
23
27
3
120
20
110
26
36
17
17
-8
23
7
86
-3
25
307
4
2
35
67
135
94
66

30
78
69
14
515
959
23
95
254
101
292
141
3
56
1360
217
227
8
33
-32
64
2472
72
25
69
470
2222
16
1625
2949
409
15
152
29
204
697
38
198
75
27
27
10343
3690
136
27
153
213
227

24
60
47
11
398
1124
30
93
210
-172
224
148
2
46
1361
181
133
10
28
-365
26
2137
81
15
56
627
2062
11
1552
2276
548
10
144
19
159
541
42
207
33
24
21
5045
3598
106
15
74
137
123

27
30
48
29
30
-15
-25
2
21
31
-5
87
21
20
71
-18
17
145
16
-12
71
22
-25
8
41
5
30
-25
56
6
51
28
29
-9
-4
127
13
26
105
3
29
86
107
56
85

16
48
36
9
324
424
8
61
155
-429
199
94
2
27
485
113
74
5
20
-124
29
2204
2696
59
11
39
107
1921
7
1059
2976
135
931
254
7
102
16
108
511
27
215
102
525
3030
51
20
8
6436
2265
159
180
13
107
104
118

11
35
19
6
223
621
12
61
130
-593
143
78
1
23
487
85
44
8
18
-281
7
1873
2233
58
5
31
328
1618
3
1057
2655
106
728
482
4
94
10
94
424
27
207
114
421
2886
23
17
4
2523
2361
130
55
5
49
55
55

45
37
89
50
45
-32
-33
19
39
21
100
17
33
68
-38
11
314
18
21
2
120
26
-67
19
133
12
27
28
-47
75
9
60
15
21
4
-11
25
5
122
18
100
155
-4
22
227
160
118
89
115

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

42

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


JM Financial
Just Dial
Jyothy Labs
K P R Mill
Kajaria Ceramics
Karnataka Bank
Karur Vysya Bank
KEC International
KEI Industries
Kitex Garments
Kotak Mahindra Bk
L&T
L&T Fin Holdings
La Opala RG
Lakshmi Vilas Bank
LIC Housing Fin
LT Foods
Lumax Inds.
Manali Petro.
Manpasand Bev.
Marico
Maruti Suzuki
Mayur Uni.
Mirza International
Motherson Sumi
MRF
Muthoot Finance
NCC
Neuland Labs
NIIT Technologies
Nitin Spinners
NTPC
Oberoi Realty
OCC India
Omkar Speciality
ONGC
P I Industries
Page Industries
Pennar Inds.
Pfizer
Pincon Spirit
PNB
Pokarna
Power Finance
Power Grid
Pressman Adv
PTC India Fin.
PVR
R P P Infra.
R Systems
Rajesh Exports
Ramakrishna For.
REC
Reliance Cap.
Reliance Comm.

79
70
18
38
16
188
122
51
15
5
456
186
1721
11
179
101
26
9
86
38
65
151
23
19
88
4
398
111
9
61
46
8245
328
11
21
4278
14
11
60
46
10
371
6
1320
5232
5
562
42
23
13
30
27
987
253
1244

383
169
414
623
549
1348
1519
1878
518
109
4584
20252
1718
52
693
2946
755
318
170
155
1783
13425
129
250
9385
3539
1140
2016
123
362
196
17085
210
679
90
22825
555
447
312
484
231
13432
96
6755
4718
15
227
486
86
166
15144
236
5663
2450
5493

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
262
135
385
594
502
1254
1462
1721
393
103
2686
18975
1438
42
585
2509
675
275
163
126
1623
11428
125
212
8392
3337
1088
1810
103
332
133
18337
175
542
54
21851
471
384
332
435
129
12825
62
5856
3942
9
173
362
47
161
7905
123
4667
2138
5354

46
25
8
5
9
8
4
9
32
6
71
7
19
24
18
17
12
16
4
23
10
17
3
18
12
6
5
11
19
9
47
-7
20
25
67
4
18
16
-6
11
79
5
55
15
20
67
31
34
83
3
92
92
21
15
3

266
42
50
85
76
239
296
118
49
25
597
1668
1219
12
110
559
84
17
20
22
305
1518
28
37
598
694
848
156
16
54
28
2200
115
94
15
7548
124
96
26
404
12
3132
24
2290
2768
2
94
83
12
21
380
37
2077
958
854

161
28
44
69
68
188
213
81
32
22
666
1704
1067
9
70
454
75
7
12
18
246
803
22
24
508
383
804
129
10
43
16
2419
87
66
8
6302
98
85
22
368
6
3125
6
1999
2218
1
72
26
6
20
235
11
1735
837
763

65
50
14
23
12
27
39
46
53
14
-10
-2
14
33
57
23
12
143
67
22
24
89
27
54
18
81
5
21
60
26
75
-9
32
42
88
20
27
13
18
10
100
300
15
25
100
31
219
100
5
62
236
20
14
12

151
56
59
111
87
73
23
31
1841
296
15
581
55
24
24
30
353
2342
32
34
765
792
297
93
15
104
28
2946
133
112
14
11386
142
102
17
128
9
21
2295
3099
2
95
88
8
26
254
37
2126
297
1171

88
44
51
94
74
37
12
26
2263
410
11
491
46
14
15
22
278
1586
25
21
624
456
293
37
9
70
18
3399
103
90
6
9759
114
86
15
116
5
6
2006
2578
1
73
37
6
24
133
15
1777
173
1096

71
27
17
18
17
96
90
20
-19
-28
42
19
19
71
57
38
27
48
30
59
23
74
1
148
74
49
54
-13
29
24
122
17
25
18
12
11
71
233
14
20
58
30
141
31
8
91
142
20
72
7

72
33
45
50
46
109
135
30
12
16
190
606
192
9
40
382
27
11
15
16
238
1193
19
18
266
447
183
3
7
72
12
2135
80
49
8
5460
87
63
7
54
6
721
12
1576
1367
1.34
61
58
4
14
237
18
1479
201
177

58
28
42
39
39
122
122
11
4
14
430
967
286
6
28
322
21
5
7
14
185
762
15
10
164
230
180
-21
3
45
9
2201
64
36
5
4782
72
54
6
38
3
1405
-1
1448
1137
1.25
52
8
3
14
118
6
1283
164
132

24
18
7
28
18
-11
11
173
200
14
-56
-37
-33
50
43
19
29
120
114
14
29
57
27
80
62
94
2
133
60
33
-3
25
36
60
14
21
17
17
42
100
-49
9
20
7
17
625
33
101
200
15
23
34

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

43

JUNE QUARTER PERFORMANCE

JUNE QUARTER PERFORMANCE


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

Company/ Bank Equity


Reliance Power
2805
Religare Ent.
178
Renaissance Jew.
19
Repco Home Fin.
62
RIL
3236
SBI
757
Shilpi Cable
103
Shree Cement
35
Shriram Trans.
227
Sintex Industries
44
SJVN
4137
Skipper
10
SKS Microfinance
126
SML Isuzu
14
Sonata Software
11
Srikalahasthi Pipes
40
Star Ferro
22
State Bk of Mysore
48
State Bank of Trav.
71
Sterlite Technologies
79
Sun Pharma
241
Sun TV
197
Sundaram Clayton
10
Sundaram Finance
111
Supreme Infra.
26
Suryalakshmi Cotton
17
Syndicate Bank
662
Take Solutions
12
Tata Chemicals
255
Tata Coffee
19
Tata Global Bev.
63
Tata Power
270
TCS
196
Tech Mahindra
481
Thermax
24
Tinplate Company
105
Titan Co
89
TN Newsprint
69
Torrent Pharma
85
Torrent Power
472
Tube Investments
37
TVS Motor
48
TVS Srichakra
8
UltraTech Cement
274
Union Bank of India
636
Vesuvius India
20
Vijaya Bank
859
Visaka Inds.
16
Welspun India
100
Wipro
494
Yes Bank
418
Zee Entertainment
96
Zensar Tech.
44
Zicom Electronic
20
Zydus Wellness
39

2768
1044
253
200
77130
44731
1011
1725
2352
1471
776
236
241
383
479
256
409
1952
2652
975
6758
691
345
555
436
187
6323
229
4067
396
2029
9235
25668
6294
1001
229
2709
648
1947
3003
2548
2621
504
6432
9043
169
3289
321
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
1753
866
222
156
104640
40739
705
1657
2016
1345
675
183
152
339
417
217
323
1868
2644
564
6341
634
316
541
381
182
5523
162
3850
375
1911
8708
22111
5122
839
184
2891
486
1114
2563
2377
2305
451
6032
8548
158
3190
312
1177
11246
3093
1055
612
221
101

58
21
14
28
-26
10
43
4
17
9
15
29
59
13
15
18
27
5
73
7
9
9
3
14
3
14
41
6
6
6
6
16
23
19
24
-6
33
75
17
7
14
12
7
6
7
3
3
18
10
23
27
15
16
3

919
548
10
46
7136
9202
83
119
1671
156
512
29
138
38
47
56
80
270
465
86
1610
279
16
418
69
19
1039
29
377
51
153
1602
6724
762
75
26
200
101
850
545
270
121
73
900
1488
27
393
26
281
2402
908
294
98
27
15

501
418
7
37
6207
8788
55
285
1426
153
460
22
80
31
37
29
59
303
281
42
1703
229
14
417
54
17
1014
17
397
68
166
1122
5935
779
43
14
250
67
324
276
241
98
34
799
1372
20
290
21
204
2377
632
290
73
23
13

83
31
43
24
15
5
51
-58
17
2
11
32
73
23
27
93
36
-11
65
105
-5
22
14
28
12
2
71
-5
-25
-8
43
13
-2
74
86
-20
51
162
97
12
23
115
13
8
35
36
24
38
1
44
1
34
17
15

690
132
11
47
11107
65
346
488
179
763
21
80
44
55
53
103
57
1147
431
53
165
18
18
1039
64
390
60
183
1212
7931
1060
108
53
226
101
918
539
283
160
80
1134
35
32
328
3135
378
120
21
24

434
78
8
38
10458
43
458
454
141
660
16
50
37
44
25
90
42
1733
387
39
200
27
16
1014
30
427
74
201
790
7621
1014
74
34
265
74
370
296
250
134
30
1186
26
30
234
2996
346
88
18
21

59
69
31
25
6
50
-24
8
27
16
37
59
19
26
111
15
38
-34
11
35
-18
-33
11
3
112
-9
-20
-9
54
4
5
46
53
-14
36
148
82
13
20
166
-4
34
5
41
5
9
36
17
12

344
37.15
5
30
6222
3692
55
104
321
69
484
10
61
29
38
34
42
94
81
20
479
197
34
99
7
7
302
40
153
25
82
241
5684
676
62
23
151
52
449
173
95
90
49
591
519
19
143
14
163
2188
551
242
76
10
20

244
0.12
2
25
5957
3349
38
277
306
62
424
7
49
23
32
13
24
75
50
9
1205
166
23
122
11
6
485
13
176
30
97
-111
5568
631
41
11
177
26
256
86
90
72
17
627
664
14
161
11
105
2103
432
210
56
9
17

41
30858
150
20
4
10
45
-62
5
11
14
43
24
26
19
162
75
25
62
122
-60
19
48
-19
-36
17
-38
208
-13
-17
-15
2
7
51
109
-15
100
75
101
6
25
188
-6
-22
36
-11
27
55
4
28
15
36
11
18

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

44

FY15 PERFORMANCE

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

Company/ Bank Equity


3M India
Aban Offshore
Aditya Birla Nuvo
Akzo Nobel India
Allahabad Bank
Allcargo Logistics
Alstom T&D
Amara Raja Batt.
Amrutanjan Health
Andhra Bank
Apollo Tyres
Asain Paints
Ashok Leyland
Ashoka Buildcon
Astra Microwave
Atul Auto
Aurobindo Pharma
Axis Bank
Bajaj Auto
Bajaj Finance
Bajaj Finserv
Bajaj Holdings
Bank of Baroda
Bank of India
Bank of Mah.
Bhagiradha Chem.
Bharat Forge
Biocon
Britannia Inds.
Cadila Healthcare
Cairn India
Can Fin Homes
Canara Bank
Carborundum Uni.
CARE
Central Bank
Century Plyboards
Cera Sanitaryware
Chola. Investment
City Union Bank
CMC
Coal India
Colgate-Palmolive
Container Corp.
Coromandel Int.
Corporation Bank
CYIENT
Dabur
DCB Bank
Dena Bank
Dewan Housing
Dr.Reddys Labs
Elecon Eng.
Emami

11
12
130
47
571
25
51
17
3
603
51
96
285
79
16
11
29
474
289
50
80
111
444
666
1063
5
47
100
24
102
1875
27
475
19
29
1658
22
7
144
60
30
6316
14
195
29
168
56
176
282
561
146
85
22
23

1840
4041
26516
2527
21712
5629
3721
4230
167
17868
12785
14183
15341
2320
634
493
12121
43844
21612
5382
7587
524
47366
47853
13671
220
7625
3090
7858
8651
14646
817
48300
2050
261
28303
1565
822
3689
3103
2513
74120
3982
6149
11306
21039
2736
7827
1588
11485
5982
14819
1329
2217

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
3936
25892
2418
20912
4851
3564
3452
142
15630
13412
12715
11487
1795
531
430
8100
38046
20150
4032
6022
387
43402
42202
12851
174
6716
2877
6913
7224
18762
578
43480
2125
236
26350
1284
664
3249
2826
2231
70608
3579
5317
10053
19606
2206
7075
1267
10895
4968
13217
1293
1821

6
3
2
5
4
16
4
23
18
14
-5
12
34
29
19
15
50
15
7
33
26
35
9
13
6
26
14
7
14
20
-22
41
11
-4
11
7
22
24
14
10
13
5
11
16
12
7
24
11
25
5
20
12
3
22

154
1781
3688
209
4460
318
243
594
21
3298
1542
1969
937
359
85
52
2231
13385
3849
3569
5472
478
9915
7488
2355
8
1078
475
719
1468
5953
748
6950
163
154
3559
219
102
666
693
336
15016
747
991
749
3027
330
1201
277
1330
2629
98
506

63
1656
2977
148
4020
216
253
511
18
2760
1465
1752
-108
256
69
40
1822
11456
3926
2622
4460
359
9353
8423
2006
6
673
483
544
999
11388
530
6796
160
145
3238
115
83
553
581
362
15764
613
917
709
3039
338
1062
188
1774
2603
88
406

144
8
24
41
11
47
-4
16
17
19
5
12
40
23
30
22
17
-2
36
23
33
6
-11
17
33
60
-2
32
47
-48
41
2
2
6
10
90
23
20
19
-7
-5
22
8
6
-2
13
47
-25
1
11
25

214
1332
4027
328
475
252
744
28
1719
2343
538
259
103
65
2500
4352
1393
3284
519
6
1485
845
1094
1733
7679
141
321
202
225
116
696
380
23904
855
1729
697
517
1434
969
106
627

117
1094
3381
247
337
264
601
23
1643
2080
230
270
85
48
1845
4812
1120
2932
404
7
1089
741
653
1143
15147
109
245
183
103
95
579
414
24876
779
1488
613
426
1234
746
91
553

84
108
22
545
19 1416
33
186
621
41
240
-5
121
24
411
20
15
638
5
978
13 1395
134
134
-4
81
22
61
35
41
36 1576
- 7358
-10 2814
24
898
12 1690
28 2029
- 3398
- 1709
451
-15
3
36
764
14
497
68
689
52 1151
-49 4480
30
86
- 2703
31
133
10
138
606
119
151
23
68
20
444
395
-8
277
-4 13727
10
559
16 1055
14
402
584
21
353
16 1066
191
265
30
621
- 2218
16
16
13
486

43
393
1143
150
1172
149
117
367
12
436
1005
1219
-164
97
51
30
1173
6218
3243
719
1544
1988
4541
2729
386
2
522
414
395
804
12432
76
2438
92
129
-1263
67
52
368
347
280
15112
540
944
357
562
266
914
151
552
529
2151
14
402

151
39
24
24
-47
61
3
12
25
46
-3
14
-16
20
37
34
18
-13
25
9
2
-25
-37
17
50
46
20
74
43
-64
13
11
45
7
125
31
21
14
-1
-9
4
12
13
4
33
17
26
-52
17
3
14
21

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

45

FY15 PERFORMANCE

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

Company/ Bank Equity

Engineers India
Equitas Micro
Eveready Inds.
Exide Inds.
Federal Bank
Finolex Cables
Force Motors
GAIL (India)
GE Shipping
GHCL
GIC Housing
Glaxo Consumer
Godrej Consumer
Godrej Inds.
Grasim Inds.
Gruh Finance
Gujarat Fluoro.
Gujarat Gas
HDFC
HDFC Bank
Hindalco Inds.
Hindustan Zinc
HSIL
HUL
ICICI Bank
ICRA
IDBI Bank
Idea Cellular
IDFC
IFMR Capital
Indiabulls Housing
Indiabulls Ventures
Indian Bank
Indraprastha Gas
IndusInd Bank
Infosys
Inox Wind
Insecticides (I)
ITC
Jamna Auto Inds.
JK Tyre
JM Financial
JSW Steel
Jyothy Labs
Kajaria Ceramics
Karnataka Bank
Karur Vysya Bank
Kaveri Seed
KCP
KEC International
Kitex Garments
Kotak Mah. Bank
KPR Mill
L&T

168
199
36
85
171
31
13
1268
151
100
54
42
34
34
92
73
11
26
315
501
207
845
14
216
1160
10
1604
3598
1593
78
71
52
480
140
529
572
222
13
802
40
45
78
242
18
16
188
122
14
13
51
5
386
38
186

1741
438
1279
6884
8298
2449
2364
60704
3438
2374
733
4308
8276
9231
32847
1060
5341
2513
48316
57466
104281
14788
1981
31972
61267
322
32162
31571
9640
152
6465
335
17216
3681
12096
53319
2710
964
38835
1095
7384
1392
52972
1515
2187
5205
5977
1161
1187
8468
511
21423
2566
92005

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
1846
342
1153
5975
7640
2359
2022
61918
3092
2248
625
4869
7602
7918
29323
846
3452
3903
40753
49055
87695
13636
1858
29234
54606
283
29576
26519
8772
76
5419
289
16621
3914
10144
50133
1567
864
35317
833
7652
1002
51220
1324
1836
4694
5680
1011
1043
7902
442
17236
2371
85128

-6
28
11
15
9
4
17
-2
11
6
17
-12
9
17
12
25
55
-36
19
17
19
8
7
9
12
14
9
19
10
100
19
16
4
-6
19
6
73
12
10
31
-4
39
3
14
19
11
5
15
14
7
16
24
8
8

204
113
92
778
1628
195
66
4218
447
154
668
1278
388
3581
750
372
10042
17404
5354
6775
207
5091
19720
89
5728
5508
7921
51
5611
182
3014
644
3098
13832
437
97
13174
63
773
926
5968
130
298
723
943
295
118
424
147
4756
283
8713

472
92
49
700
1480
199
12
6360
380
133
810
1102
387
3457
398
525
8784
14360
4733
6115
143
4450
16595
79
5681
3773
7600
14
4779
163
2901
563
2596
12041
165
75
12087
21
692
584
5983
133
238
687
838
205
62
423
85
4004
266
9284

-57
23
88
11
10
-2
450
-34
18
16
-18
16
4
88
-29
14
21
13
11
45
14
19
13
1
46
4
264
17
12
4
14
19
15
165
29
9
200
12
59
-2
25
5
13
44
90
73
19
6
-6

497
108
94
938
327
206
5925
1413
342
157
951
1340
612
5007
302
1110
512
10163
3931
10214
259
6642
110
10236
2285
50
2491
207
798
409
78
15390
78
643
535
5974
157
326
325
129
349
163
377
9840

719
89
58
849
292
147
8567
1291
224
135
1079
1112
537
5044
247
465
711
8893
6205
8754
185
5511
104
7564
2594
14
1990
159
759
139
55
14016
43
554
295
4491
106
246
231
101
226
98
349
8935

-31
313
22
69
61
49
11
546
- 1006
12
199
40
101
-31 3071
9
748
52
183
16
103
-12
584
21
907
14
402
-1 1744
22
204
139
585
-28
314
14 8763
- 10216
-37
854
17 8178
40
85
21 4363
- 11175
6
65
873
35 3193
-12 1707
255
38
25 1901
30
151
- 1005
5
438
- 1794
- 12329
194
296
42
55
10 9663
84
29
16
330
81
331
33 1797
48
121
33
176
451
464
41
301
28
67
55
161
67
99
- 3045
8
174
10 4765

483
57
14
487
839
208
78
4728
574
108
98
675
760
326
2072
177
186
419
7948
8478
2175
6905
34
3946
9810
69
1121
1968
1803
12
1564
102
1159
360
1408
10648
132
40
8891
14
263
210
452
81
124
311
430
209
50
67
57
2465
142
4902

-35
21
250
12
20
-4
29
-35
30
69
5
-13
19
23
-16
15
215
-25
10
21
-61
18
150
11
14
-6
-22
62
-5
217
22
48
-13
22
27
16
124
38
9
107
25
58
298
49
42
45
8
44
34
140
74
24
23
-3

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

46

FY15 PERFORMANCE

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

Company/ Bank Equity

L&T Fin. Hold.


La Opala RG
Lakshmi Vilas Bank
LIC Housing Fin.
LMW
Lupin
Lycos Internet
M&M Fin. Services
Magma Fincorp
Marico
Maruti Suzuki
MCX
MindTree
MM Forgings
Motherson Sumi
Muthoot Fin.
Nandan Denim
Natco Pharma
National Aluminium
National Buildings
NCC
Nitin Spinners
OBC
Oberoi Realty
ONGC
Ortel Comm.
P I Industries
Page Inds.
PC Jeweller
Pennar Inds.
Persistent Systems
Petronet LNG
Pfizer
Pitti Laminations
PNB
PNB Housing
Pokarna
Power Grid Corp.
Prestige Estates
Punjab & Sind Bank
R S Software
Ramakrishna Forg.
REC
Reliance Capital
Reliance Inds
Repco Home Fin.
S E Investments
SBH
SBI
Shilpi Cable Tech.
Shipping Corp.
Shriram City
Shriram Transport
Sintex Inds.

1720
11
179
101
11
90
95
113
38
65
151
51
84
12
88
398
46
33
1289
120
111
46
300
328
4278
30
14
11
179
60
80
750
46
13
371
104
6
5232
375
400
13
27
987
253
3236
62
41
21
747
103
466
66
227
42

6196
223
2499
10669
2488
12770
1957
6021
2354
5733
49971
222
3562
503
35032
4314
1097
825
7383
4674
9513
617
22083
923
160895
155
1940
1543
6349
1446
1891
39501
1853
341
52206
1777
326
17659
3420
9017
376
752
20384
8787
375435
692
178
15149
174973
3213
4311
3562
9177
7035

% CH OP
OP % CH GP
PAT % CH
TI
GP % CH PAT
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs) (Rs. crs)
(Rs. crs)
31.03.15 31.03.14
31.03.15 31.03.14
31.03.15 31.03.14
31.03.14
5056
178
2188
9181
2338
11287
1673
5275
2081
4687
43792
341
3032
411
30721
4928
894
739
6781
4070
7463
489
20963
798
174467
129
1596
1188
5325
1295
1669
37748
1112
248
47800
1116
230
15675
2549
8400
382
437
17122
7455
434460
534
208
14449
154904
1753
4405
3226
8476
5864

23
25
14
16
6
13
17
14
13
22
14
-35
17
22
14
-12
23
12
9
15
27
26
5
16
-8
20
22
30
19
12
13
5
67
38
9
59
42
13
34
7
-2
72
19
18
-14
30
-14
5
13
83
-2
10
8
20

4458
56
366
1973
211
3185
530
4003
1424
786
4243
62
607
75
2282
3123
106
166
1292
286
723
72
4227
473
24305
23
323
301
701
118
296
1124
252
25
11955
61
9906
854
775
88
98
7386
3799
25817
185
123
2914
38914
252
179
2172
6322
950

3718
43
309
1672
167
2742
298
3717
1338
671
3103
111
529
43
1873
3800
83
149
409
237
522
70
4155
408
33134
10
257
241
569
90
312
1190
231
24
11384
26
9142
631
801
71
34
6510
3259
23598
148
146
2691
32109
166
-147
2093
6168
709

20
30
18
18
26
16
78
8
6
17
37
-44
15
74
22
-18
28
11
216
21
39
3
2
16
-27
130
26
25
23
31
-5
-6
9
4
5
135
8
35
-3
24
188
13
17
9
25
-16
8
21
52
4
3
34

1270
66
2111
401
3850
563
1445
258
906
7339
196
793
104
2738
1112
131
181
2527
395
389
82
539
45398
26
405
311
562
84
484
1300
369
31
334
58
11572
771
105
111
7561
1299
42543
189
68
187
1046
910
1693
974

905
48
1833
373
3093
342
1488
231
771
5743
244
659
74
2413
1241
105
159
1443
351
208
77
492
56027
9
293
247
482
67
445
1363
348
16
206
16
10438
589
83
38
6621
908
39874
152
85
117
635
826
2003
736

40
855
38
42
132
15 1386
7
220
24 2403
65
342
-3
913
12
181
17
573
28 3711
-20
125
20
536
40
51
13
862
-10
671
25
51
14
135
75 1322
13
278
87
54
6
41
497
10
317
-19 18334
201
6
38
246
26
196
17
378
26
36
9
291
-5
883
6
70
99
9
- 3062
62
196
273
31
11 5046
31
332
121
26
65
192
75
14 5344
43 1001
7 23566
25
123
-20
45
- 1317
- 13102
60
160
65
201
10
571
-16 1028
32
529

597
30
60
1317
169
1836
221
954
152
485
2783
153
451
29
765
780
39
103
642
257
3
35
1139
311
26507
-14
188
154
356
26
249
712
221
4
3343
127
12
4548
314
301
51
8
4741
747
22493
110
56
1020
10891
100
-275
532
1358
365

43
40
120
5
30
31
55
-4
19
18
33
-18
19
76
13
-14
31
31
106
8
1700
17
-56
2
-31
31
27
6
38
17
24
-68
125
-8
54
158
11
6
-60
27
838
13
34
5
12
-20
29
20
60
7
-24
45

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

47

FY15 PERFORMANCE

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

Company/ Bank Equity


SJVN
Skipper
SKS Microfinance
SMC Global
SML Isuzu
SMS Pharma
Snowman Log.
Sonata Software
South Indian Bank
Srikalahasthi Pipes
Star Ferro
State Bank of B&J
State Bank of Mys.
State Bank of Tra.
Steel Exchange
Sun Pharma
Sundaram Clayton
Sundaram Fin.
Sutlej Textiles
Suven Life
Take Solutions
Tamilnad Mer. Bank
Tata Coffee
Tata Elxsi
Tata Global Bev.
Tata Motors
Tata Power
TCS
Tech Mahindra
Techno Electric
Thermax
Titagarh Wagons
Torrent Pharma
Torrent Power
Triveni Turbine
Tube Investments
TVS Motor
TVS Srichakra
Uco Bank
UltraTech Cement
Union Bank
United Bk of India
Vijaya Bank
Visaka Inds.
V-Mart Retail
Voltamp Trans.
Voltas
VRL Logistics
VST Industries
Welspun Corp.
Welspun India
Wendt (India)
Wipro
Yes Bank
Zensar Tech.
Zicom Electronic
Zydus Wellness

4137
10
126
23
14
8
167
11
135
40
22
70
48
59
52
207
10
111
16
13
12
0.28
19
31
63
644
270
196
480
11
24
20
85
472
33
37
48
8
1076
274
636
840
859
16
18
10
33
86
15
132
100
20
494
418
44
20
39

2817
1313
724
369
1106
579
203
1682
5783
1084
1430
9932
7708
10583
1565
27433
11340
4238
1878
521
730
3127
1691
849
7993
262796
34367
94648
22621
794
4697
378
4653
10423
626
9698
10098
2176
21363
24349
35607
11927
13152
1021
721
517
5183
1671
836
8450
5303
124
47318
13618
2656
1108
431

TI
GP % CH PAT
% CH OP
OP % CH GP
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
1874
1042
519
293
881
518
153
1566
5384
989
1173
9045
6895
10559
1255
16080
9344
4087
1881
510
816
2923
1677
775
7738
232834
35873
81809
18831
708
4302
263
4184
8681
508
8834
7966
1938
19550
21652
32171
11806
11416
892
575
445
5266
1494
789
7705
4373
110
43755
11703
2335
926
404

50
26
40
26
26
12
33
7
7
10
22
10
12
25
71
21
4
2
-11
7
1
10
3
13
-4
16
20
12
9
44
11
20
23
10
27
12
9
12
11
1
15
14
25
16
-2
12
6
10
21
13
8
16
14
20
7

1800
193
394
70
46
69
23
165
816
154
211
2104
1331
1372
150
6769
478
2585
162
159
90
607
290
152
642
25850
4766
22683
3541
148
406
22
829
1386
111
1064
451
175
4910
3222
5823
2428
1259
53
59
13
382
185
210
406
941
15
9542
3250
350
109
92

1130
95
258
36
19
44
23
92
884
89
93
1695
1164
1370
112
6781
367
2562
191
210
70
613
264
101
623
23775
4977
23804
3662
126
351
-11
865
729
94
885
351
125
4940
2896
5218
2062
1104
35
41
8
241
120
192
263
235
15
8935
2688
320
84
85

59
103
53
94
142
57
79
-8
73
127
24
14
34
30
1
-15
-24
29
-1
10
51
3
9
-4
-5
-3
17
16
-4
90
18
20
28
40
-1
11
12
18
14
51
44
63
59
54
9
54
300
7
21
9
30
8

2688
159
198
74
69
85
39
188
151
348
60
7699
717
972
218
161
145
317
181
633
35091
3658
28097
4230
185
561
24
1131
1461
150
1174
609
179
4189
76
62
41
542
226
261
668
1086
25
12451
407
91
127

1813
52
74
38
31
45
29
115
69
169
54
4991
530
988
247
212
140
186
147
836
29947
3705
26751
4337
159
465
13
931
829
114
948
484
103
3997
41
49
41
365
163
251
548
790
22
11211
378
71
108

48 1677
206
89
168
188
91
42
125
37
89
35
37
25
63
134
307
117
83
106
83
777
409
336
11
28
54 4541
35
212
-2
576
-12
115
-24
109
4
70
379
71
120
23
102
-24
248
17 13986
-1
168
5 19852
-2 2628
16
105
21
336
87
10
21
751
76
360
31
91
24
424
26
348
74
100
- 1138
5 2098
- 1782
256
439
85
21
27
37
-2
28
49
384
38
91
4
152
22
69
37
540
15
14
11 8653
- 2005
8
265
27
51
18
109

1114
26
70
22
17
20
22
78
508
39
6
732
274
304
36
3141
141
581
131
144
58
301
81
72
481
13991
-260
19164
3029
87
253
4
664
105
68
311
262
57
1511
2206
1696
-1213
416
12
25
26
245
57
150
73
92
12
7797
1618
238
42
96

51
242
169
91
118
75
14
72
-40
113
1283
6
49
11
-22
45
50
-1
-12
-24
21
26
48
42
-48
4
-13
21
33
150
13
243
34
36
33
75
-25
-5
5
6
75
48
8
57
60
1
-5
487
17
11
24
11
21
14

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

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

48

TECHNICAL ANALYSIS

ITC : MAY RECOVER


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350
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340
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330
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320
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310
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300
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290
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280
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N
D
J
F
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JYOTHY LABS : MAY RECOVER


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330
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320
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310
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300
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

MARCH, 2016

49

INDEX : BSE SENSEX & NSE NIFTY

BSE Sensex (Daily Closing): at 23,002.00 as on 29th Feb. 2016


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26000
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25000
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24000
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May Recover
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NSE Nifty (Daily Closing): at 6,987.05 as on 29th Feb. 2016

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7800
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May Recover
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6800
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KOMPELLA PORTFOLIO INVESTMENT ADVICE

MARCH, 2016

50

51

BANKING STOCKS

COVER STORY

YES BANK : IMPROVING ITS BALANCE SHEET


Y

es Bank has reported impressive performance for the third quarter and nine months ended 31st December, 2015. For the quarter its Total
Income has increased by 17% from Rs.3508crs to Rs.4122crs while the
Operating Profit has decreased by 14% from Rs.863crs to Rs.1150crs and
Net Profit by 25% from Rs.540crs to Rs.676crs. The EPS for the quarter is
Rs.16/-. For the nine months, its Total Income has increased by 20% from
Rs.9940crs to Rs.11914crs while the Operating Profit has increased by
33% from Rs.2312crs to Rs.3077crs and Net Profit by 26% from Rs.1454crs
to Rs.1837crs. The EPS for the nine months is Rs.44/-. Yes Bank is improving its Balance Sheet through higher provisions. The bank has strong fundamentals. Its Paid-up Capital is small at Rs.418crs with a high Networth
of Rs.11680crs. Technically the scrip is moving around Rs.670/- with a low
P/E Ratio of 11 and high Book Value of Rs.280/-.
FH (in crs)

MR. RANA KAPOOR, MD & CEO


Q3:
Net Profit of Rs.675.7crs in Q3FY16; y-o-y growth
of 25.1%. NIM expanded to 3.4%
Net Interest Income at Rs.1,157.0crs for Q3FY16;
y-o-y growth of 27.3%
RoA stands at 1.8%, RoE at 20.5% and Book Value
at Rs.323.3 per share
Y-o-Y growth in CASA of 45.1%; CASA Ratio
improves to 26.6% from 22.6% a year ago. SA
deposits posted robust growth of 64.1% y-o-y
CASA+Retail FDs as % of Total Deposits stands at
53.9% as at 31st Dec. 2015, up from 45.4% a year
ago
Total Capital Adequacy* as per Basel III stands at
healthy 16.1%#, Tier I ratio maintained at 10.9%
Credit Cost at 14 bps for Q3FY16 (9MFY16 at 34
bps). Nil Restructured, Nil ARC sale, Nil SDR and Nil
5:25 refinancing during the quarter. Overall Credit
Costs for 2015-16 at most 50 bps versus 70 bps
previously stated
Commenting on the results and financial
performance, Mr. Rana Kapoor, MD & CEO said,
YES Bank has delivered yet another consistent
quarter of sustained financial performance driven
by steady increase in NII on the back of an improving
retail franchise, improvements in NIM, RoA, RoE and
overall preservation of asset quality. The Bank
continues to build granularity and longevity in
deposits demonstrated by Retail & CASA deposits
contribution of 53.9% as on 31st Dec. 2015 on the
back of strong SA deposits growth of 64.1% y-o-y.
The CASA ratio improved sequentially by 1.1% in
the quarter to 26.6%. The Bank is committed to
building a strong Retail franchise through continued
investments in People, Technology & Digical
Infrastructure. The Bank continues to show resilience
on all Asset Quality parameters with an improving

Capital
R&S
Networth
RoNW
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
%GNPA
%NNPA

31.12.15
(3 M)
419.50

31.12.14
(3 M)
417.26

%CH

31.12.15
(9 M)
419.50

31.12.14
(9 M)
417.26

% CH

10.00
4122.12
1149.63
147.94
1001.69
325.95
675.74
16.11

10.00
3508.47
862.73
69.86
792.87
252.58
540.29
12.95

17.49
-13.62
111.77
26.34
29.05
25.07
24.40

10.00
11914.48
3077.03
349.84
2727.19
889.85
1837.34
43.80

10.00
9939.63
2312.08
213.11
2098.97
644.60
1454.37
34.86

19.87
33.08
64.16
29.93
38.05
26.33
25.65

6.43
13.42
-

670.50
11.48
15.42
25.83
0.66
0.22

14.63
23.26
0.42
0.10

5.40
11.05
-

670.50
10.51
16.39
27.89
0.66
0.22

15.40
24.59
0.42
0.10

31.03.15
(12 M)
417.74
11262.25
11679.99
17.17
279.60
10.00
13618.46
3249.58
339.47
2910.11
904.75
2005.36
48.00
9.00

14.73
23.86
0.41
0.12

outlook going forward with credit costs for FY 2015-16 being contained within 50 bps
(previous credit cost guidance of 50-70 bps). Given the improving macroeconomic
environment along with stable Asset quality and accelerating Retail franchise
momentum, the Bank is well placed to capture Market share across Retail and Corporate
segments at an enhanced pace.
Q3FY16 Performance highlights
Balance Sheet
Deposits: Total Deposits grew by 23.1% to Rs.101,437.2crs as at 31st Dec. 2015.
The Banks Balance Sheet grew by 19.8% to Rs.147,754.0crs as at 31st Dec. 2015.
The Banks CD ratio stood at 83.2% as at 31st Dec. 2015.
Current and Savings Account (CASA) deposits grew by 45.1% y-o-y to Rs.27,019.4crs
taking the CASA ratio to 26.6% as at 31st Dec. 2015 up from 22.6% as at 31st Dec.
2014. Further, SA deposits grew by 64.1% to Rs.17,867.5crs from Rs.10,888.2crs as
at 31st Dec. 2014.
Advances: Total Advances grew by 26.7% to Rs.84,396.2crs as at 31st Dec. 2015.
Corporate Banking accounted for 67.2% of the Advances portfolio, while Retail &
Business Banking constituted 32.8%.
Sectoral Distribution:
Overall portfolio is well distributed with significant deployment in YES bank focused
knowledge sectors where the Bank has developed considerable sectoral expertise
with specialized Relationship Managers, Product Managers and Risk Managers.
Asset Quality:
Bank continues to show resilience on all Asset Quality parameters which have unfolded
in line with expectations outlined for FY16 by the Bank.
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

52

BANKING STOCKS

COVER STORY

NPA Lowers Credit Cost Guidance for FY16


Gross Non Performing Advances (GNPA) as a proportion of Gross
Advances was at 0.66% (Rs.558.6 Crs) while Net Non Performing
Advances (NNPA) as a proportion of Net advances was at 0.22%
(Rs.187.2 Crs) as at 31st Dec. 2015. Banks specific loan loss
Provision Coverage was at 66.5% as at 31st Dec. 2015.
The Provision Coverage takes into account the Banks in-depth
assessment of recoverability on the underlying accounts based on
collateral, and does not factor the potential benefits of an improving
business environment.
Credit cost for the quarter was 14 bps (9MFY16 actual credit costs
at 34 bps). Bank lowers its guidance for FY 2016 credit costs to
maximum of 50 bps.
Standard Restructured No new loans restructured & No slippages
from standard restructured book
During the quarter, the Bank has not done any restructuring. Further,
there were no slippages from the restructured book into NPA during
the quarter as well as in 9MFY16. The total Standard Restructured
Advances as a proportion of Gross Advances was at 0.67%
(Rs.568.3 Crs) as at 31st Dec. 2015. Out of this, 0.34% is on account
of delay in project completion in roads (3 accounts), which the Bank
expects will achieve project closure over the next 9 months given
accelerated de-stressing of the road sector. Of the balance portfolio,
the restructuring packages have been performing in line with
expectations, and the Bank does not anticipate any material slippages
in this book. The preservation of inherent economic value in the
restructure portfolio is also evidenced through NIL slippages from
this book during 9MFY16.
Security Receipts - No Sale to ARCs during the quarter / last 5
quarters
There has been no sale to ARC during the previous five quarters and
Security Receipts (SRs) stand at Rs.212.4 Crs (0.25% of Gross
Advances, comprising 10 borroweres) as on 31st Dec. 2015.
Strategic Debt Restructuring No SDR during the quarter and
9MFY16
5:25 Refinancing No 5:25 Refinancing during the quarter and
9MFY16
Rating Profile - Banks Corporate Exposures continue to remain well
rated with 75% portfolio rated A or better.
Capital Funds: As per Basel III, Tier I Capital of Rs.13,253.9 stood at
10.9%, and total CRAR stood at 16.1% as at 31st Dec. 2015. Total
Capital funds are at Rs.19,525.2crs as at 31st Dec. 2015 (capital
including profits, adjusted for prorated dividends). Bank also raised
Rs.1,500crs of Basel III compliant Tier II bonds in the quarter. Risk
Weighted Assets stood at Rs.121,084.9crs as at 31st Dec. 2015.
Liquidity Coverage Ratio: During Q3FY16, the Bank continued with
the LCR maintainence at well above 60% regulatory requirement
with monthly average Liquidity Coverage ratio of 87.8%, indicating a
healthy liquidity position.
Profit & Loss Account:
Net Interest Income (NII) Growth: NII for Q3FY16 increased by
27.3% y-o-y to Rs.1,157.0crs on account of strong growth in
advances and Retail & CASA deposits.
Non Interest Income: Non Interest Income increased by 39.0% y-oy to Rs.746.1crs in Q3FY16.
Operating and Net profit: Operating profit for Q3FY16 increased by
33.3% to Rs.1,149.6cRs.Net Profit in Q3FY16 was up 25.1% to
Rs.675.7crs.
Shareholders returns: The Bank delivered RoA of 1.8% for Q3FY16.
Banks RoE stood at 20.5% for Q3FY16.

YES BANK Credit Rating Profile


Bank continues to maintain strong credit ratings across International
and Domestic Rating agencies.
Moodys has reaffirmed a Long-term international rating of Baa3
which is in line with the Sovereign Rating of India.
Domestic Rating agencies (ICRA & CARE) have reaffirmed LongTerm rating of AA+ for the Banks Basel III compliant Tier II instruments
as well as for Infrastructure Bonds.
Expansion & Knowledge Initiatives:
Total headcount stands at 13,477 as at 31st Dec. 2015, an increase
of 777 employees in the quarter ending 31st Dec. 2015.
The BANKs branch network stood at 750 branches as on 31st
Dec. 2015, an addition of 50 branches in the quarter. Total ATM
network stands at 1,480 as on 31st Dec. 2015, of which 245 are
Bunch Note Acceptors (BNA).
YES BANK has signed loan agreements totaling USD 265 Mn with
OPIC, the US Governments Development Finance arm and Wells
Fargo to increase lending to Micro, Small and Medium Enterprises
(MSMEs)
YES BANK has signed an MoU with the London Stock Exchange
Group to develop bond and equity issuance markets with particular
focus on high growth potential and relatively untapped sector of
Green Infrastructure Finance Bonds. Basis market conditions, YES
BANK will also explore the possibility of listing a Green Bond of upto
USD 500 mn on the London Stock Exchange.
On the occasion of COP21, Paris , YES BANK committed to target
mobilizing USD 5 Billion for Climate Action by 2020.
YES BANK became the First Indian Bank to join the World Business
Council for Sustainable Development (WBCSD).
Digital Banking & Social Media:
YES BANK has intensified its focus and is investing significantly on
new-age mediums and digital technologies to achieve a heightened
customer engagement and experience. Bank has launched key digital
initiatives in partnership with e-commerce companies revolutionizing
payments ecosphere through following initiatives:
Smart box Collection Solution, to enable e-commerce customers to
collect their goods at their convenience and pay for it digitally at the
Kiosk using Debit and Credit Cards. This is an attempt to digitize Cash
on delivery payments and offer value to both e-com player and endconsumer as well.
Cobranded wallet and virtual card with Snapdeal/Freecharge to
enable transaction across the online world. More than 13 million
wallets have been issued in less than a quarter and this is expected
to grow multifold in the next 6-9 months.
Banking on Social messengers through YES TAG and Digital
Wallet for Smart Phones and Social Media users through YES PAY
are services targeted for todays Social Media and Smartphone savvy
users, to access information and make payments.
Acknowledgement: YES BANK was ranked at number 11 globally in
the Power 100 Social Media Ranks by The Financial Brand, 2015.
Social Media: YES BANK also continued to maintain dominance on
Social media, retaining the position of Highest followed Bank on Twitter
in India with over 7 lakh followers and also the Highest Followed
Bank Brand in India on Instagram. YES SME Showcase LinkedIn
page is now the Highest followed Bank LinkedIn page for SMEs in
India. The Facebook following has also been increased to more than
2.4 Million Fans resulting in synergies across all Social Media Channels
- according to the bank sources.
J

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

53

SPECIAL REPORTS

AUROBINDO PHARMA : IMPROVED PERFORMANCE


A

urobindo Pharma Ltd., has reported impressive


working results for the third quarter and nine months ended
31st December, 2015. For the quarter its Total Income has increased by 10% from Rs.3166crs to Rs.3496crs while the Operating Profit has increased by 33% from Rs.545crs to Rs.724crs
and Net Profit by 39% from Rs.384crs to Rs.535crs. For the
nine months, its Total Income has increased by 13% from
Rs.8958crs to Rs.10149crs while the Operating Profit has increased by 23% from Rs.1660crs to Rs.2042crs and Net Profit
by 21% from Rs.1172crs to Rs.1419crs. The EPS for the nine
months is Rs.24/-. The company has strong fundamentals. Its
Paid-up Capital is small at Rs.58crs - after 1:1 Bonus recently.
Technically the scrip is moving around Rs.590/- with a P/E Ratio of 18. It is promoted to Nifty 50 Index.
Key Consolidated Financial Highlights for Q3
FY15-16 (Unaudited) on YoY basis:
Total Operating Income up by 10% to Rs.3,496 Cr
vs Rs.3,166 Cr
Operating Profit (EBIDTA) before Forex up 34.4%
to Rs.823 Cr vs Rs.612 Cr; EBITDA margin at 23.5%
PBT before Forex up by 27% to Rs.708 Cr vs Rs.559
Cr
PAT after minority interest up by 40% to Rs.535 Cr
vs Rs.384 Cr
Basic & Diluted EPS is Rs.9.16 per share
Formulation Sales up by 12% to Rs.2,837 Cr vs
Rs.2,530 Cr
API Sales registered 3% growth at Rs.695 Cr vs
Rs.674 Cr
Formulations business constitute 80.3% (79.0%)
and API 19.7% (21.0%) of gross sales
Interim Dividend @ 70% i.e., Rs.0.70 per equity share
of Rs.1/- has been approved by the Board for the
FY15-16
Commenting on the Companys performance, Mr. N.
Govindarajan, MD of the company said: We
witnessed good growth on the back of new
launches during the quarter. With focus on market
penetration, new product introductions including
specialty segment and complex product R&D, we
look forward to maintain the growth momentum.
The formulations business witnessed YoY
growth of 12% during the quarter primarily on
account of higher growth in US and ROW market.
The Europe sales decline by 9.6% YoY in rupee
terms is primarily due to the currency impact as Euro
depreciated by 6.5% during the quarter against
corresponding quarter last year.
The Active Pharmaceuticals Ingredients business
registered a growth of 3.1% during the quarter on a
YoY basis. The company sells API to domestic as
well as the global market.
During the quarter, the international sales stood at
Rs.3,114 Cr and the domestic sales were at Rs.418
Cr representing 88% and 12% respectively.
Global Regulatory Filings:
During the quarter, the company received approvals
for 16 ANDAs including four tentative approvals.
The total approvals for 9 months FY15-16 stands at
35 including 5 tentative approval.

MR.N.GOVINDARAJAN, MD
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.)
DPS(Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

31.12.15
(3 M)
58.40

31.12.14
(3 M)
29.15

%CH
100.34

1.00
3495.50
723.54
820.11
99.47
720.64
185.69
534.95
9.16
0.70
588.85
16.07
15.30
20.70

1.00
3166.16
544.91
606.00
67.26
538.74
154.39
384.35
13.19

10.40
32.78
35.33
47.89
33.76
20.27
39.18
-30.55

12.14
17.21

26.03
20.28

31.12.15
(9 M)
58.40

31.12.14
(9 M)
29.15

% CH

31.03.15
(12 M)
29.20

100.34

1.00
10149.33
2041.90
2232.72
281.35
1951.37
532.22
1419.15
24.30
1.80
588.85
18.17
13.98
20.12

1.00
8958.45
1659.59
1859.04
247.94
1611.10
439.14
1171.96
40.20

13.29
23.04
20.10
13.48
21.12
21.20
21.09
-39.55

1.00
12120.52
2231.01
2500.47
332.61
2167.86
592.09
1575.77
53.96
4.00

13.08
18.53

6.88
8.58

13.00
18.41

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900
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850
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J

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

54

55

SPECIAL REPORTS

NCC : JUMP IN NET PROFIT


N

CC Ltd., has reported impressive working results


for the third quarter and nine months ended 31st December,
2015. For the quarter its Total Income has decreased by 10%
from Rs.2653crs to Rs.2396crs while the Operating Profit has
decreased by 5% from Rs.209crs to Rs.199crs and Net Profit
by 58% from Rs.26crs to Rs.40crs. For the nine months, its
Total Income has decreased by 3% from Rs.7025crs to
Rs.6803crs while the Operating Profit has increased by 5%
from Rs.531crs to Rs.557crs and Net Profit by 4353% from
Rs.2crs to Rs.84crs. The company has strong fundamentals.
Its Paid-up Capital is small at Rs.111crs with a high Networth of
Rs.3384crs. Technically the scrip is moving around Rs.60/with a P/E Ratio of 31 and Book Value of Rs.61/-.
Standalone:
NCC achieved a turnover of Rs.2095.52crs (including
other income) for the 3rd quarter of the current year
2015-16 as against Rs.2407.14crs in the same period
of the previous year. The Company has reported an
EBIDTA of Rs.185.40crs and a net profit of
Rs.56.64crs as against Rs.174.02crs and
Rs.42.02crs reported respectively in the
corresponding quarter of the previous year, resulting
a growth of PAT by 35%. The Company has reported
an EPS of Rs.1.02 for the 3rd quarter as against a
Rs.0.86 in the corresponding quarter of the previous
year. The Company has reported a Turnover of
Rs.6018.03crs for the 9 months period of the current
year as against Rs.6226.80crs in the corresponding
9 months period of the previous year. The Company
has reported an EBIDTA of Rs.528.27crs and net
profit of Rs.152.80crs for the 9 months ended
31stDec., 2015 as against Rs.464.46crs and
Rs.61.11crs reported respectively in the
corresponding 9 months period of the previous year.
The Company has reported an EPS of Rs.2.75 in the
9 months period ended 31.12.2015 as against
Rs.1.54 in the corresponding 9 months of the previous
year.
Consolidated:
On a consolidated basis, the Company has reported
a turnover of Rs.2416.24crs for the 3rd quarter as
against Rs.2669.65crs in the corresponding quarter
of the last fiscal. The Company has reported an
EBIDTA of Rs.275.86crs and a net profit of
Rs.40.37crs as against Rs.275.20crs and
Rs.25.57crs reported respectively in the
corresponding quarter of the previous year. The
Company has posted an EPS of Rs.0.73 for 3rd
quarter as against an EPS of Rs.0.52 in the
corresponding quarter of the previous year. The
Company has reported a Turnover of Rs.6883.59crs
for the 9 months period of the current year as against
Rs.7069.77crs in the corresponding 9 months period
of the previous year. The Company has reported an
EBIDTA of Rs.777.31crs and net profit of Rs.84.15crs
for the 9 months ended 31stDec., 2015 as against

DR. AVS RAJU, FOUNDER CHAIRMAN

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.)
DPS(Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

31.12.15
(3 M)
111.19

31.12.14
(3 M)
111.19

%CH

31.12.15
(9 M)
111.19

31.12.14
(9 M)
111.19

% CH

2.00
2395.70
199.01
135.83
76.85
58.98
18.61
40.37
0.73

2.00
2652.92
209.07
105.53
66.13
39.40
13.83
25.57
0.46

-9.70
-4.81
28.71
16.21
49.70
34.56
57.88
58.70

2.00
6803.22
556.75
362.14
220.56
141.58
57.43
84.15
1.51

2.00
7024.63
530.57
315.28
304.16
11.12
9.23
1.89
0.03

-3.15
4.93
14.86
-27.49
1173.20
522.21
4352.38
4933.33

76.04
5.46

61.65
30.67
1.24
8.18

0.03
7.55

4033.33
8.34

61.65
21.11
1.69
8.31

0.96
7.88

31.03.15
(12 M)
111.19
3272.68
3383.87
1.59
60.87
2.00
9512.89
723.11
389.28
276.59
112.69
58.82
53.87
0.97
0.40

0.57
7.60

Rs.735.03crs and Rs.1.89crs reported respectively in the corresponding 9 months


period of the previous year. The Company has posted an EPS of Rs.1.51 in the 9
months period ended 31.12.2015 as against Rs.0.05 in the corresponding 9 months
of the previous year.
Order Book Position:
During the 3rd quarter, the Company has secured orders of Rs.2310crs and in
January, 2016 secured orders Rs.1873crs. With this the Order Book stands at
Rs.19470crs as of 31st January, 2016 as against Rs.19323crs as at the beginning of
the year.
J
MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

56

SPECIAL REPORTS

SURYALAKSHMI COTTON : BELOW BV & LOW P/E RATIO


S

uryalakshmi Cotton Ltd., has reported impressive working results for the third
quarter and nine months ended 31st December, 2015. For the quarter its Total Income has
increased by 3% from Rs.178crs to Rs.183crs
while the Operating Profit has increased by
26% from Rs.15crs to Rs.19crs and Net Profit
by 21% from Rs.5crs to Rs.7crs. The EPS for
the quarter is Rs.4/-. For the nine months, its
Total Income has increased by 1% from
Rs.544crs to Rs.550crs while the Operating
Profit has increased by 15% from Rs.48crs to
Rs.55crs and Net Profit by 25% from Rs.17crs
to Rs.21crs. The EPS for the nine months is
Rs.13/-. The company has strong fundamentals. Its Paid-up Capital is small at Rs.17crs
with a high Networth of Rs.236crs. Technically
the scrip is moving around Rs.90/- with a low
P/E Ratio of 5 and high Book Value of Rs.142/
-. The stock is trading at below book value.
The company reported Rs.183crs in
revenues for the 3rd quarter of FY16 against
Rs.178crs in third quarter of FY15. EBIDTA climbed
to Rs.27.4crs recording a double digit increase of
18.5% in the third quarter. Net Profit and EPS came
at Rs.7.02crs and Rs.4.21respectively achieving a
net growth of 43.1% over corresponding quarter of
preceding year.
Speaking on the performance, Mr.Paritosh
Agarwal, MD said, Suryalakshmi is on track to
deliver on its FY2015-16 goals. We are focusing on
our core strength and building up the portfolio in
both spinning and denim fabric verticals. Over the
last few months we have added more than 150
innovative and value-added Denim solutions for our
customers. Now with the fully functional spinning
unit at Amravati we are introducing new products in
the yarn segment as well.
Companys backward integration strategy
into value-added yarns via. the new Amravati unit
has added to our strength in Denim fabrics by
producing high quality speciality yarns, trimming the
supply bottle necks and also reducing our
dependence on outside suppliers. In the last quarter,
our Denim divisions purchase of third party yarns
have been reduced by nearly 70%. The Amravati
unit commenced commercial production during the
third quarter and has already achieved more than
90% capacity utilization.
During the quarter companys EBIDTA
margins have expanded by 197 basis points and
PAT margins by 108 basis points. This growth in
margins and profitability is being fuelled by our longterm strategy to build on the value-addition business.
Over the last few quarters the company has been
making a conscious shift from the basic/core

MR. L N AGARWAL, CHAIRMAN


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.)
DPS(Rs.)
MP (Rs.)
P/E Ratio
PAT margin
OP margin

31.12.15
(3 M)
16.67

31.12.14
(3 M)
16.67

%CH

10.00
182.88
18.80
18.35
8.28
10.07
3.05
7.02
4.21

10.00
177.86
14.91
14.94
8.03
6.91
2.00
4.91
2.95

91.00
5.40
3.84
10.28

2.76
8.38

31.12.15
(9 M)
16.67

31.12.14
(9 M)
16.67

% CH

2.82
26.09
22.82
3.11
45.73
52.50
42.97
42.71

10.00
550.11
55.42
53.02
22.84
30.18
9.25
20.93
12.56

10.00
544.44
48.17
46.90
23.81
23.09
6.39
16.70
10.02

1.04
15.05
13.05
-4.07
30.71
44.76
25.33
25.35

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

39.13
22.67

91.00
5.43
3.80
10.07

3.07
8.85

23.78
13.79

1.71
7.15

products into high quality / high margin products. We are working on transforming
Suryalakshmi into a premier partner of international as well as domestic fashion
brands both in the fast fashion and high-end markets. The company has placed itself
in a unique position wherein it has been able to drive outcomes for its customers and
also enhance its margins. Further, the company is receiving tremendous response
from new export markets and brands based in USA, UK, France and South America.
J

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

57

SPECIAL REPORTS

SKS MICROFINANCE : JUMP IN TOP & BOTTOM LINES


S

KS Microfinance Ltd., has reported excellent performance for


the third quarter and nine months ended 31st December, 2015. For the
quarter its Total Income has increased by 67% from Rs.184crs to Rs.307crs
while the Operating Profit jumped by 105% from Rs.97crs to Rs.200crs and
Net Profit by 94% from Rs.41crs to Rs.80crs. The EPS for the quarter is
Rs.6/-. For the nine months, its Total Income has increased by 59% from
Rs.526crs to Rs.839crs while the Operating Profit has increased by 80%
from Rs.290crs to Rs.523crs and Net Profit by 49% from Rs.147crs to
Rs.219crs. The EPS for the nine months is Rs.17/-. The company has
strong fundamentals. Its Paid-up Capital is small at Rs.127crs with a
Networth of Rs.1046crs. Technically the scrip is moving around Rs.480/with a P/E Ratio of 21 and high Book Value of Rs.83/-.

FH (in crs)

MR M R RAO, CEO & MD


Highlights:
Gross Loan Portfolio grows by 13% QoQ to Rs.6,177
crore in Q3-FY16, marginal cost of borrowing
reduces to 10%
The Gross Loan Portfolio excluding the states of
Andhra Pradesh and Telangana registered a 13%
quarter-on-quarter and a 93% year-on-year growth
to Rs.6,177 crore (Rs.3,195 crore in Q3-FY15,
Rs.5,462 crore in Q2-FY16) in Q3-FY16.
The Companys marginal cost of borrowing reduced
to 10% in Q3-FY16 from 11.2% in Q2-FY16 while its
weighted average cost of borrowing (historical)
stood at 11.5% in Q3-FY16, down from 12.1% in
Q2-FY16. Also, the Operating Expense to Gross
Loan Portfolio ratio reduced to 6.8% in this quarter
from 7.6% in Q2-FY16. On account of these
achievements, SKS is probably the most efficient
MFI in the globe according to SKS sources.
Loan disbursements increased by 93% on a yearon-year basis to Rs. 2,980 crore in Q3-FY16
(Rs.1,544 crore in Q3-FY15). During the quarter,
SKS had incremental drawdowns of Rs.1,478 crore
(Rs.931 crore in Q3-FY15) including securitization
transactions of Rs.616 crore rated as AA (SO) and
Commercial Paper of Rs.100 crore rated as A1+ by
a leading rating agency. The Company also originated
Rs.260 crore worth of loans under managed portfolio
in Q3-FY16.
The quarter marks two other significant
achievements:
The Company has reduced the interest rate charged
to borrowers from 20.75% to 19.75% on incomegenerating loans extended on or after December 7,

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

31.12.15
(3 M)
127.09

31.12.14
(3 M)
126.09

10.00
307.25
199.66
105.80
2.71
103.09
23.59
79.50
6.26

10.00
184.41
97.27
42.20
1.14
41.06
41.06
3.26

481.15
19.22
25.87
64.98

22.27
52.75

%CH

31.12.14
(9 M)
126.09

% CH

0.79

31.12.15
(9 M)
127.09

66.61
105.26
150.71
137.72
151.07
93.62
92.02

10.00
839.37
523.22
289.27
5.54
283.73
65.22
218.51
17.19

10.00
526.34
290.20
150.57
3.44
147.13
147.13
11.67

59.47
80.30
92.12
61.05
92.84
48.51
47.30

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
5.91
187.66
14.86

16.17
23.18

481.15
20.99
26.03
62.33

27.95
55.14

-6.87
13.04

25.92
54.35

0.79

2015. With this reduction, SKS charges the lowest rate among private MFIs in the
world. There has been an aggregate interest rate reduction of 4.8% since October
2014.
Availed Rs.100 crore refinance from MUDRA at 10% per annum.
The Company posted a PAT of Rs.79.5 crore in Q3-FY16 (Rs.77.9 crore in Q2-FY16,
Rs.41.1 crore in Q3-FY15).
The un-availed deferred tax benefit of Rs.389 crore will be available to offset tax on
future taxable income.
Also, a minimum alternate tax (MAT) benefit of Rs.24 crore in Q3-FY16 has
conservatively not been availed as P&L credit, despite supporting accounting
standards in favour of recognition. The total MAT credit of Rs.71 crore as of December
31, 2015 is also available to offset actual tax liability in future.
As of December 31, 2015, SKS had a net worth of Rs.1,292 crore and a capital
adequacy of 23.9%. Cash and cash equivalents stood at Rs.886 crore.
SKS Microfinance is among the largest microfinance companies in India with
presence across 18 states covering 1,00,000 villages. The states include: Andhra
Pradesh, Telangana, Karnataka, Maharashtra, Odisha, Madhya Pradesh, Bihar, Uttar
Pradesh, Rajasthan, Uttaranchal, Haryana, West Bengal, Jharkhand, Chhattisgarh,
Kerala, Punjab, Himachal Pradesh and Delhi. The Companys mission is to provide
financial services to the economically weaker sections.
J

MARCH, 2016

KOMPELLA PORTFOLIO INVESTMENT ADVICE

58

SURYALAKSHMI COTTON MILLS LIMITED


Registered Office : Surya towers, 6th Floor, 105, S.P. Road, Secunderabad - 500 003
email:slcmltd@suryalakshmi.com; website: www.suryalakshmi.com, CIN - L17120AP1962PLC000923
STATEMENT OF UNAUDITED RESULTS FOR THE QUARTER ENDED 31.12.2015

PART I
Sl.
No

Particulars

3 Months
ended
31.12.2015
UNAUDITED

1
Income from Operations :
(a)
Net Sales/Income from Operations(Net of excise duty)
(b) Other Operating Income
Total Income from operations (net)
2
Expenses:
(a)
Cost of materials consumed
(b)
Purchases of stock-in-trade
(c)
Changes in inventories of Finished goods,
work-in-progress and stock-in-trade
(d)
Employees benefits expense
(e)
Power & Fuel
(f)
Depreciation and amortisation expense
(g) Other Expenses
Total expenses :
3
Profit from Operations before Other Income, finance costs
and Exceptional Items (1-2)
4
Other Income
5
Profit from ordinary activities before finance costs
and Exceptional Items (3+4)
6
Finance costs
7
Profit from ordinary activities after finance costs but
before Exceptional Items (5-6)
8
Exceptional Items
Income - Sales Tax/ MVAT
Workers Agreement Arrears
Others
9
Profit from ordinary activities before Tax (7-8)
10
Tax Expense :
Provision for Income Tax
Provision for Deferred Tax
Total:
11
Net Profit(+)/Loss(-) from ordinary activities after Tax(9-10)
Lakhs)
12
Extraordinary Items (net of tax expense Rs.
13
Net Profit (+)/ Loss(-) for the period (11-12)
14
Paid-Up Equity Share Capital (Face Value - Rs.10)
15
Reserves excluding Revaluation reserves as per Balance
Sheet of previous accounting year
16
Earnings Per Share (of Rs.10/- each) (not annualized)
a)
Basic (before and after extraordinary items)
b)
Diluted (before and after extraordinary items)

Preceding 3
Months
ended
30.09.2015
UNAUDITED

Corr. 3 months
ended in the
previous year
31.12.2014
UNAUDITED

(Rs. in Lakhs)

Year to Date figures


Year to Date
for Current period
figures for the
ended
Previous year
31.12.2015
ended31.12.2014
UNAUDITED
UNAUDITED

Previous
Year
ended
31.03.2015
AUDITED

18052.60
235.74
18288.34

17759.05
249.34
18008.39

17653.91
132.26
17786.17

54265.39
745.69
55011.08

53989.20
454.43
54443.63

70500.91
824.69
71325.60

9508.64
(683.67)

9639.47
(949.94)

9932.78

29536.53
0.00
(2507.19)

33054.71

(491.76)

(3870.54)

39847.43
1532.74
(761.71)

1733.13
1515.22
827.67
3506.92
16407.91

1733.02
1611.45
745.55
3486.17
16265.72

1392.15
1892.02
803.14
2767.06
16295.39

5051.46
4688.83
2284.33
10414.97
49468.93

4060.20
5378.34
2380.97
8622.94
49626.62

5492.32
6469.41
3179.59
10464.05
66223.83

1880.43
27.66

1742.67
27.21

1490.78
14.59

5542.15
76.92

4817.01
73.37

5101.77
108.62

1908.09
900.64

1769.88
819.96

1505.37
814.51

5619.07
2504.85

4890.38
2581.31

5210.39
3367.15

1007.45

949.92

690.86

3114.22

2309.07

1843.24

1007.45

949.92

690.86

(7.80)
(88.82)
3017.60

2309.07

121.72
(133.79)
1831.17

215.00
90.00
305.00
702.45
702.45
1667.23

203.00
50.00
253.00
696.92
696.92
1667.23

149.81
50.00
199.81
491.05
491.05
1667.23

644.00
281.00
925.00
2092.60
2092.60
1667.23

489.00
150.00
639.00
1670.07
1670.07
1667.23

382.00
232.36
614.36
1216.81
1216.81
1667.23

4.21
4.21

4.18
4.18

2.95
2.95

12.55
12.55

10.69
10.02

21948.56
7.35
7.00

7345401
44.06

7345401
44.06

7345401
44.06

7345401
44.06

7345401
44.06

7345401
44.06

640665
6.87

640665
6.87

640665
6.87

640665
6.87

640665
6.87

640665
6.87

3.84

3.84

3.84

3.84

3.84

3.84

8686224
93.13

8686224
93.13

8686224
93.13

8686224
93.13

8686224
93.13

8686224
93.13

52.10

52.10

52.10

52.10

52.10

52.10

PART II
A
1
2
a)

b)

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

(Rs. in Lakhs)

SEGMENT WISE REVENUE, RESULTS AND CAPITAL EMPLOYED


1

Segment Revenue
a) Spinning
b) Denim Manufacturing
c) Power Plant
d) Garment
Total
Less: Inter Segment revenue
Net Sales / Income from Operations
Segment Results
(Profit (+) / Loss (-) before tax and Interest from each segment)
a) Spinning
b) Denim manufacturing
c) Power Plant
d) Garment
Total
Less: (i) Interest
(ii) Other Un-allocable Expenditure net off Un-allocable income
Total Profit / (Loss) before tax
Capital Employed
(Segment Assets - Segment Liabilities)
a) Spinning
b) Denim Manufacturing
c) Power Plant
d) Garment
TOTAL :

9489.89
9887.38
1198.28
1579.59
22155.14
4102.54
18052.60

5690.72
10626.91
1127.15
1950.80
19395.58
1636.53
17759.05

6789.39
10347.58
1129.46
1298.88
19565.31
1911.40
17653.91

21456.12
31594.74
3550.00
5098.21
61699.07
7433.68
54265.39

20679.54
30747.29
3377.46
4249.14
59053.43
5064.23
53989.20

27598.03
39238.48
3790.83
5744.97
76372.31
5871.40
70500.91

275.97
1375.76
164.05
92.31
1908.09
900.64

95.92
1458.79
115.03
100.14
1769.88
819.96

61.47
1461.66
(29.58)
11.82
1505.37
814.51

752.37
4055.90
463.59
250.59
5522.45
2504.85

710.76
3870.44
38.76
270.42
4890.38
2581.31

1203.45
3637.63
(60.78)
418.02
5198.32
3367.15

1007.45

949.92

690.86

3017.60

2309.07

1831.17

28961.45
27163.53
13473.06
4434.04
74032.08

27371.20
28772.75
13491.22
4925.72
74560.89

17655.08
31928.41
12881.98
4137.02
66602.49

28961.45
27163.53
13473.06
4434.04
74032.08

17655.08
31928.41
12881.98
4137.02
66602.49

18697.77
28719.99
13406.15
4142.99
64966.90

NOTES: 1. The above results subjected to the limited review by the Auditors, were reviewed and recommended by the Audit committee and taken on record by the Board of Directors at their meeting held
on 2nd February 2016. 2. Tax Expense represents provision for Income Tax & Deferred Tax for the financial year, under Income Tax Act, 1961. 3. Figures of the previous quarters/period/year figures
have been regrouped and reclassified, wherever considered necessary to correspond with current period presentation. 4.Status of investors Complaints for 3 months ended 31.12.2015: pending
at the beginning of the quarter:0, Received during the quarter: 2, Disposed of during the quarter: 2, Remaining unresolved at the end of the quarter:0.

Secunderabad
2nd February, 2016

This is not a Statutory Ad

59

FOR SURYALAKSHMI COTTON MILLS LIMITED


L.N. AGARWAL
CHAIRMAN & MANAGING DIRECTOR

RNI Regd.No: 52868 / 87


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

DATE OF PUBLICATION : 1ST MARCH 2016


DATE OF POSTING : 5 & 6TH MARCH 2016 AT PATRIKA CHANNEL, SECBD
TH

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