Stocks: Value Pick

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Company

Results declared

ML Sector

Latest Qtr Sales Growth

Average 3 Qtr Sales Growth

Valuation (MC/OP) **

Return on Networth (%) *

Tax Price Rate Trend

10% 33% 32% 24% 19% 17% 14% 10% 23% -18%

1.19 2.07 1.09 0.82 0.45 0.98 3.32 2.47 1.77 3.54

31% 59% 27% 24% 22% 22% 30% 25% 23% 23%

-7% 18% 34% 39% 11% 30% 33% 36% 33% 24%

Up Up Up Flat Up Flat Up Flat Up Flat

98% 59% 76% 1% 5% 22% 109% 36% 35% 28%

1.13 1.10 1.79 1.51 1.42 1.72 2.86 1.29 2.49 2.57

167% 41% 64% 32% 31% 31% 79% 26% 37% 38%

33% 18% 33% -24% 23% 38% 34% 31% 31% 32%

Up Up Up Down Flat Up Flat Down Flat Up

Micro-cap ( Market Capitalisation less than Rs100 crore)

Sree Rayalaseema Hi-Strength RSSoftware (India) Bharat Gears Chaman Lal Setia Exports Deepak Spinners Suryalakshmi Cotton Mills Premier Explosives Menon Bearings Sterling Tools Xpro India

Dec-11 Mar-12 Dec-11 Mar-12 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Mar-12

Chemicals Software & IT Services Auto Components Foods and Beverages Textiles Textiles Industrial Intermediates Auto Components Industrial Intermediates Plastics

21% 30% 34% 51% -3% -5% 35% 7% -1% -39%

Small-cap (Market Capitalisation Rs100 crore-Rs500 crore)

Cochin Minerals & Rutile NCL Industries Thanga Mayil Jewellery Bartronics India Sutlej Textiles & Inds. Balaji Amines AVT Natural Products Omnitech Infosolutions TVS Srichakra IFB Agro Inds

Mar-12 Dec-11 Dec-11 Dec-11 Dec-11 Mar-12 Dec-11 Dec-11 Dec-11 Dec-11

Chemicals Cement Lifestyle & Leisure Retail Textiles Chemicals Industrial Intermediates Software & IT Services Auto Components Foods and Beverages

150% 21% 80% 0% -14% 36% 63% 35% 21% 13%

Mid-cap (Market Capitalisation Rs500 crore-Rs2,000 crore)

Supreme Infrastructure India Ajanta Pharma

Dec-11 Mar-12

Infrastructure - EPC Pharma

71% 40%

69% 32%

1.81 4.31

36% 31%

20% 10%

Up Up

Kajaria Ceramics IL & FS Investment Managers Automotive Axles Orient Paper & Inds City Union Bank SRF Swaraj Engines Kirloskar Pneumatic Co

Mar-12 Mar-12 Mar-12 Mar-12 Dec-11 Mar-12 Mar-12 Mar-12

Building Materials Financial Services Auto Components Diversified Banks Industrial Intermediates Auto Components Engineering

34% 17% 6% 22% 40% -3% 21% 3%

38% 17% 46% 28% 39% 11% 23% 15%

5.62 6.17 5.26 1.75 4.73 2.19 6.94 6.67

36% 52% 28% 24% 26% 24% 35% 33%

31% 33% 33% 32% 24% 29% 32% 33%

Up Flat Up Flat Up Down Down Down

172% 28% 18% 40% 41% 7% 46% 35% -29% 4% 32% 54% 29% 17% 45% 18% 42% 28% 57% 18%

3.82 3.45 6.46 9.04 4.89 3.67 5.06 5.59 4.43 3.36 10.86 5.11 6.39 12.99 11.12 9.18 12.36 1.36 11.32 13.33

40% 30% 41% 66% 29% 27% 29% 31% 27% 26% 42% 27% 28% 54% 36% 31% 38% 23% 31% 38%

25% 31% 33% 12% 32% 32% 33% 33% 33% 33% 34% 33% 19% 30% 30% 33% 27% 33% 9% 33%

Down Up Up Flat Up Down Down Up Flat Flat Flat Up Up Up Down Flat Up Flat Up Up

70% 19% 14% 18% 22% 35% 35% -7% 48% 10% 7% 9% 24% 32% 18% 17% 32% 17% 8% 39%

6.96 10.56 7.55 6.68 10.95 2.96 2.53 8.56 6.98 7.46 19.80 5.06 12.93 4.70 25.60 24.43 21.38 15.35 7.96 5.19

39% 80% 40% 32% 74% 26% 25% 31% 26% 27% 77% 23% 35% 23% 112% 77% 56% 33% 25% 22%

32% 20% 33% 34% 23% 28% 33% 33% 33% 33% 33% 33% 27% 33% 23% 31% 12% 33% 18% 34%

Down Flat Down Down Down Down Down Flat Up Down Flat Flat Flat Down Up Up Up Up Down Down

Large-cap (Market Capitalisation Rs2,000 crore-Rs10,000 crore)

Gujarat Fluorochemicals MRF Supreme Industries eClerx Services Balkrishna Industries Gujarat State Petronet Indraprastha Gas Amara Raja Batteries BGR Energy Systems Gujarat State Fertilizers Engineers India Bajaj Finance Mindtree VST Industries Coromandel International Thermax Gruh Finance State Bank of Bikaner & Jaipur Hexaware Technologies Wabco India

Dec-11 Mar-12 Mar-12 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Dec-11 Mar-12 Mar-12 Mar-12 Dec-11 Mar-12 Mar-12 Mar-12 Dec-11

Chemicals Auto Components Plastics Software & IT Services Auto Components Oil & Gas Services Oil & Gas Auto Components Engineering Farm & Farm Inputs Infrastructure - EPC Financial Services Software & IT Services Lifestyle & Leisure Farm & Farm Inputs Engineering Financial Services Banks Software & IT Services Auto Components

157% 26% 16% 51% 53% -1% 45% 44% -36% 3% 17% 56% 34% 24% 114% 2% 40% 27% 49% 17%

Mega-cap (Market Capitalisation above Rs10,000 crore)

Petronet LNG Hero Motocorp NMDC Bharat Heavy Electricals Bajaj Auto Bank of Baroda Punjab National Bank Sun TV Network Yes Bank Shriram Transport Finance Co Castrol India Oil & Natural Gas Corpn Infosys Oil India Colgate-Palmolive (India) NestlĂŠ India Tata Consultancy Services GlaxoSmithKline Consumer Hindustan Zinc Axis Bank

Mar-12 Mar-12 Dec-11 Dec-11 Dec-11 Mar-12 Dec-11 Dec-11 Mar-12 Dec-11 Mar-12 Dec-11 Mar-12 Dec-11 Dec-11 Mar-12 Mar-12 Mar-12 Mar-12 Mar-12

Oil & Gas Services Auto Steel Engineering Auto Banks Banks Media Banks Financial Services Auto Components Oil & Gas Software & IT Services Oil & Gas Consumer Products Foods & Beverages Software & IT Services Foods and Beverages Non-ferrous Metals Banks

60% 12% 8% 19% 21% 30% 31% -29% 46% 6% 4% -13% 23% 4% 20% 13% 30% 15% -3% 31%

MC: Market-cap; OP: Operating Profit; * Return on net worth is based on trailing four quarters of net profit; ** valuation is based on the recent quarter operating profit annualised


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