20 Alltime Greats

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SURESH RATHI SECURITIES PVT. LTD.

Research Report No 0809/ 004 6 th May 2008

20 ALL TIME GREATS

Given below are the 20 all-time great stocks. The badshahs of stock market. All collectors items. An ideal investmentportfolio. Year over year these blue chips have given an average of 20% annualized return to its investors.

Reason for this report:The current market turmoil was the sole reason for this report. Market had investors who were stuck in the cruelworld of bad investments due to some really awful counsel received from time to time. They were highly confused.Buy? Sell? Hold?... No Idea However this made them remind one eternal fact It is not easy money We at SRSPL,tried to analyze the best route available to investor in these circumstances. We tried to design a blue-chip portfolio,which can be foundation of an ideal investment strategy. As you see that the below chosen sectors are well diversifiedto give a great balance to our portfolio. Balance. The key factor to drive you thru ups & downs of a boomingeconomy.

Strategy:It is plain & simple. We have chosen 12 sectors. We have taken the market leaders in these sectors - 1 to 2 stocksper sector. A 20 stock portfolio is considered as ideal. The above stocks form a great basket of blue-chips. We haveassumed an equal weightage for all the 20 stocks. Hunt for bottom is never ending. However it is prudent to invest atany well thought-out level & keep investing in this basket on any dip of more than 10% in either Nifty or Sensex. A20% margin for any exit in these stocks will be ideal. Even if we do not plan to exit, we can continue to build on thisportfolio for a very long time to reap the benefits at a later date. Important factor to get the right balance in thisportfolio is that the entry should be simultaneous in all these stocks. Exit depending on need of the hour.

SCRIP SECTORSectorWeight

CM PScrip

Weight

MARUTI AUTO 767 4.60%TATA MOTORS AUTO 10.06% 682 5.46%HDFC BANK BANK 1540 6.16%STATE BANK BANK 9.67% 1756 3.51%

ACC CEMENT 4.45% 741 DLF CONSTRUCTION 5.34% 668 5.34%HIND UNILEVER FMCG 248 4.96%ITC FMCG 9.91% 225 4.95%

ABB HEAVY ENGG 1105 L&T HEAVY ENGG 10.54% 3061 6.12%INFOSYS I.T. 1820 3.64%TCS I.T. 9.27% 938 5.63%

STERLITE METALS 862 5.17%TATA STEEL METALS 10.07% 817 4.90%RELIANCE INDS PETROLEOUM 5.31% 2654 5.31%DR REDDY PHARMA 644 5.15%RANBAXY PHARMA 9.90% 475 4.75%NTPC POWER 5.10% 196 5.10%BHARTI TELECOMMUNICATION 846 5.08%REL.COMM. TELECOMMUNICATION 10.51% 543 5.43%

Why these 20 stocks?:

Sound Management Leaders in their fields Good Institutional sponsorship Having great expansion plans Achieving 20% y-o-y growth Consistently Dividend paying Investor Friendly Strong Brand presence


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Suresh Rathi Securities Pvt Ltd. 2

Wealth Crea tor Thru Systema tic Investm ent

Maruti Suzuki India Ltd CMP Rs. 767/ - as on 6th May 2008Maruti Suzuki India Ltd CMP Rs. 767/ - as on 6th May 2008

Incorporated in February 1981 as a Government company withSuzuki Motor Corporation (SMC) of Japan. Now it is completelyflagship of Suzuki Motor Corporation (SMC).

Incorporated in February 1981 as a Government company withSuzuki Motor Corporation (SMC) of Japan. Now it is completelyflagship of Suzuki Motor Corporation (SMC).

AT A GLAN CE

Equity (Rs Cr.) 144.46

Book Value 291.27EPS 59.91PE Ratio 12.80Market Cap (Rs Cr.) 22157.2752 Week High/Low 1252 / 700Div. Yield (%) 0.59Last Dividend(%) 90

Has been the leader of the Indian car market for about twodecades.

Has been the leader of the Indian car market for about twodecades.

Has more than 50% market shares in family car segment,known as an Indian Car Market Leader awarded for the"Highest Exporter Award".

Has more than 50% market shares in family car segment,known as an Indian Car Market Leader awarded for the"Highest Exporter Award".

Planning to increase its production capacity by 25% from thecurrent levels.

Planning to increase its production capacity by 25% from thecurrent levels.

True Value the company's used car outlets, started dealingwith pre-owned cars of all manufacturers.

True Value the company's used car outlets, started dealingwith pre-owned cars of all manufacturers.

Opened Aluminum foundry at Manesar, Harayana, which will reduce the cost of production. Opened Aluminum foundry at Manesar, Harayana, which will reduce the cost of production. Expanding its sales in Indias rural areas. Sold more than 10% cars in rural areas in last seven months. Expanding its sales in Indias rural areas. Sold more than 10% cars in rural areas in last seven months. Indian car segment has the potential of a consistent growth of at least 10%-12% on higher disposable

income and improving road infrastructure in spite of higher interest rates and fuel prices.

Indian car segment has the potential of a consistent growth of at least 10%-12% on higher disposable

income and improving road infrastructure in spite of higher interest rates and fuel prices. Strengths like widespread sales and service network, consistent high customer satisfaction record, affordable

spares, fuel efficiency, reliable quality, trust and goodwill associated with the Maruti brand and a completerange of products will ensure that its position as the market leader will continue & the company will growfaster than the market.

Strengths like widespread sales and service network, consistent high customer satisfaction record, affordablespares, fuel efficiency, reliable quality, trust and goodwill associated with the Maruti brand and a completerange of products will ensure that its position as the market leader will continue & the company will growfaster than the market.

RESULTS AT A GLANCE (Rs in Cr.)

4th Qtr200803

4th Qtr200703

VAR[% ]

Full Year200803

Full Year200703

VAR[% ]

Net Sales 4783.88 4429.76 8.0 17936.20 14653.89 22.4PBIDT 762.63 756.01 0.9 3130.84 2588.82 20.9Profit After Tax 297.68 448.56 -33.6 1730.82 1561.98 10.8

Tata Motors Ltd CMP Rs. 682/ - as on 6th May 2008Tata Motors Ltd CMP Rs. 682/ - as on 6th May 2008

Controlled by the house of Tatas, one of the most respectedbusiness houses world-wide & well known for its commitmenttowards Share Holders.

Controlled by the house of Tatas, one of the most respectedbusiness houses world-wide & well known for its commitmenttowards Share Holders.

Engaged in manufacturing and marketing of heavy, mediumand light commercial vehicles, utility vehicles and passengercars.

Engaged in manufacturing and marketing of heavy, mediumand light commercial vehicles, utility vehicles and passengercars.

Second - largest manufacturer in the world in respect toMedium & Heavy bus segment. Fifth - largest manufacturer ofmedium and heavy commercial vehicle in the world.

Second - largest manufacturer in the world in respect toMedium & Heavy bus segment. Fifth - largest manufacturer ofmedium and heavy commercial vehicle in the world.

NANO worlds cheapest car to begin sales in few months.Expected to create massive value to the companys topline.

NANO worlds cheapest car to begin sales in few months.Expected to create massive value to the companys topline.

With NANO, will soon be marketing high-end cars like Jaguar & Nissan as per the agreement with the FordMotor Company. Will bring the company into a different league & open new market places in Europe & U.S.

With NANO, will soon be marketing high-end cars like Jaguar & Nissan as per the agreement with the FordMotor Company. Will bring the company into a different league & open new market places in Europe & U.S.

Reduction in excise duty in this years budget will have a positive impact on companys growth in the segment. Reduction in excise duty in this years budget will have a positive impact on companys growth in the segment.

RESULTS AT A GLANCE (Rs in Cr .)

4th Qt r

200712

4th Qt r

200612

VAR [% ] Full Year

200703

Full Year

200603

VAR [% ]

Net Sales 7251.83 6895.75 5.2.2 27470.0327470.03 20653.4920653.49 33.033.0PBIDTPBIDT 985.56985.56 954.55954.55 3.23.2 3549.333549.33 2870.812870.81 23.623.6Profit After TaxProfit After Tax 499.05499.05 513.17513.17 -2.8-2.8 1913.461913.46 1528.881528.88 25.225.2

AT A GLAN CE

Equity (Rs Cr.) 385.55Book Value 177.7EPS 52.37PE Ratio 13.00Market Cap (Rs Cr.) 26286.8052 Week High/Low 840 / 535Div. Yield (%) 2.20Last Dividend(%) 150


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HDFC Bank Ltd CMP Rs. 1540 as on 6th May 2008

Promoted by HDFC, it is Indias most reputed private sectorbank with enviable asset quality and consistent growth record. AT A GLAN CE



The Bank was selected as the "Best Bank in India" by the

Business Today magazine for the fourth consecutive year.Forbes magazine named the Bank as `One of Asia Pacific'sBest 50 companies'.

Mission is to be "a World Class Indian Bank", benchmarkingagainst international standards and best practices in terms ofproduct offerings, technology, service levels, risk managementand audit & compliance.

Able to achieve healthy growth across various operating andfinancial parameters.

Customer base of more than 100.1 lacs. 684 branches in 316 cities and 1695 ATMs. And is still growing. Has already started growing organically by acquiring small to medium sized banks like the latest merger of

Centurion Bank of Punjab. CBoP merger will create the countrys largest private sector financial institution in

terms of branch network Plans to raise USD 1 billion from overseas markets to fund its global expansion


4th Qt r200803

4th Qt r200703

VAR [% ]Full Year200803

Full Year200703

VAR [% ]

Total Income 3505.52 2320.97 51.0 12398.15 8164.16 51.9PBIDT 1937.64 1369.98 41.4 7167.75 4818.2 48.8Profit after Tax 471.11 343.57 37.1 1590.18 1141.45 39.3

State Bank Of India CMP R s. 1756/ - as on 6th May 2008

AT A GLAN CE

Equity (Rs Cr.) 631.47Book Value 776.48EPS 106.56PE Ratio 16.50Market Cap (Rs Cr.) 110898.7652 Week High/Low 2397 / 1008Div. Yield (%) 0.80Last Dividend(%) 140

India's largest commercial bank. Network of 83 overseas offices spread over 32 countries

covering all time zones. Have correspondent arrangementswith 525 Banks in 126 countries.

Group network of more than 14,337 branches including 4820branches of its seven Associate Banks. SBI dominates thebanking industry in India.

Integrated player Besides core banking it provides a wholerange of financial services which includes Life Insurance,Merchant Banking, Mutual Funds, Credit Card, factoring,Security trading and primary dealership in the Money Market.

ATM Project, where ATMs are now also enabled to pay utility bills, and college fees, book air-line tickets,accept donations etc. Further, bilateral sharing of ATMs was extended to thirteen banks, covering 15,700

ATMs. It is the second bank in the world to have more than 10,000 branches after China's ICBC. Government of India the largest shareholder in SBI is planning to merge its seven subsidiaries to allow

economies of scale in terms of network, manpower and other resources besides entailing better managementof risks.


4th Qt r200803

4th Qt r200703 VAR [% ]

Full Year200803

Full Year200703 VAR [% ]

Total Income 16393.93 12935.11 26.7 57645.24 44007.59 31.0PBIDT 11530.13 8527.34 35.2 42367.98 29774.43 42.3Profit after Tax 1883.25 1493.19 26.1 6729.12 4541.31 48.2


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ACC CMP Rs. 741/ - as on 6th May 2008

ACC, is India's oldest and largest cement company, belongingto the Tata group earlier now it belongs to Gujrat AmbujaCement Ltd.

AT A GLAN CE



Manufactures cement, refractory and cement plant and otherheavy machinery including structural and mild fabrications.

ACC is India's foremost manufacturer of cement and concrete.The company has been a trendsetter and importantbenchmark for the cement industry in respect of itsproduction, marketing and personal management process. Ithas 14 cement plants all over India, three refractory plantsand 6 Ready Mix Concrete plants near to four metro cities ofIndia.

The company during the year ended December 2007 recorded an all time high sale of Cement, which reachedan all-time high of 19.97 million tonne.

Has acquired 100% stake in Lucky Minmat Private Limited, a company engaged in mining of Limestone with

estimated reserve of 80 million tones. This will help in reducing cost of acquiring raw material. Also plans to set-up addl. 7000 tonne per day clinker line along with a new additional 25 MW Captive Power

Plant at Chanda at a total outlay of Rs.1451 crore. Also a 9 MW Wind farm in Tamil Nadu & 25 MW TG set atKymore plant.


1st Qt r200803

1st Qt r200703

VAR[% ]

Full Year200712

Full Year200612 VAR [% ]

Net Sales 1766.34 1634.89 8.0 6878.0 5716.98 20.3PBIDT 572.74 568.53 0.7 2309.23 1925.78 19.9Profit After Tax 357.54 355.65 0.5 1438.59 1231.84 16.8

DLF Ltd CMP R s. 668/ - as on 6th May 2008

DLF is the largest real estate development company in India interms of the completed residential and commercialdevelopments with long successful track record since 1946.

AT A GLAN CE

Equity (Rs Cr.) 340.97Book Value 70.91EPS 15.19PE Ratio 44.00Market Cap (Rs Cr.) 113875.46

52 Week High/Low 1225 / 506Div. Yield (%) 0.30Last Dividend(%) 100

Has developed approximately 224 million square feet (sq ft)including 195 million sq ft of plots, 19 million sq ft ofresidential properties, seven million sq ft of commercialproperties, and three million sq ft of retail properties.

Has expanded is business by entering into the infrastructure,SEZ and hotel businesses with tie-ups like US-based Hilton

Hotels Corporation for developing 10 hotel projects in thecountry & 4 IT- specific SEZs in the country

Enjoys strong margin upward of Rs 1800 per sq feet due to strong focus on luxury and premium segment andlow average cost of land of around Rs 270-300 per sq ft in the National Capital Region (NCR), comprising51% of its land bank.

Has a land bank of 10,255 acres across various regions of India with an aggregate estimated developablearea of approximately 574 million sq ft including four million sq ft of completed development.


4th Qtr 200803

Full Year

200803

Full Year

200703 VAR [% ]Net Sales 1613.32 5532.88 1133.48 388.1PBIDT 892.9 3606.66 986.02 265.8Profit After Tax 638.55 2590.28 406.91 536.6


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Hindustan Unilever Ltd -CMP Rs. 248/- as on 6th May 2008

The company is a top marketer of soaps and detergents; it hasthe countrys largest personal products business such as,leading in shampoos, skin care products, color cosmetics,

deodorants and fragrances. It is also a top player in tea,processed coffee, branded wheat flour, tomato products, icecream, jams and squashes manufactured in around 80factories nationwide. It also has a presence in specialty andbulk chemicals, animal feed and fertilizer.

AT A GLAN CE


Book Value 6.53EPS 8.22PE Ratio 30.20Market Cap (Rs Cr.) 54807.5252 Week High/Low 256 / 170Div. Yield (%) 3.63 Introducing a range of nutritional drinks and snacks for

children under its `Amaze Brain food brand`. Last Dividend(%) 900 Owns 35 well known consumer brands across categories such

as personal and home care, and foods and beverages, has identified food as a growth segment. Through new launches willing to build its food portfolio in India, foods business grew at 18.4% during the

first nine months through September. Rupee appreciation against dollar has benefited in terms of the companys imports but it is creating pressure

on companys export operations.


Full Year200712

Full Year2006121st Qtr 200803 1st Qt r 200 703 VAR [%] VAR [%]


ITC CMP Rs. 225/ - as on 6th May 2008

One of the most valuable companies of India. Rated amongthe World's Best Big Companies by Forbes magazine. Has abusiness interest in Hotels; Paperboards, Paper & Packaging;agro exports and some other FMCG products like brandedpackaged foods, safety matches, Incense Sticks and GreetingCards etc.

AT A GLAN CE

Equity (Rs Cr.) 376.86Book Value 27.55EPS 8.05PE Ratio 27.90

Manufacturing and distributing cigarettes and tobaccoproducts & exports of related items.

Market Cap (Rs Cr.) 84755.8152 Week High/Low 239 / 150Div. Yield (%) 1.38Last Dividend(%)

One of the very few companies in India to obtain the covetedQuality Management System certification ISO 9001:2000 forinvestor servicing. The unwavering commitment tobenchmarks high quality standards enables ITC to rapidly gain market standing.

310

Exploring possibilities to enter the tier-II and tier-III cities after having tasted success with its `E-ChoupalSagar` hypermarket concept in rural areas, planning to open 6 to 7 hypermarkets in smaller cities across thecountry; the stores are expected to be operational in the this financial year.

Planning to expand its retail footprint further by setting up more Wills Lifestyle, John Players and Miss Playersstores across the country, intends to increase the number of Wills Lifestyle stores from 250 to 400 by the endof year.


3rd Qtr200712

3rd Qtr200612

Full Year200703

Full Year200603

VAR[% ]VAR [% ]

Net Sales 3457.99 3114.7 11 12179.22 9790.53 24.4PBIDT 1337.12 1152.59 16 4292.9 3568.44 20.3Profit After Tax 830.72 717.4 15.8 2699.97 2235.35 20.8


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ABB (Asea Brown Boveri) CMP Rs. 1105/ - as on 6th May 2008

Subsidiary of the Swedish-Swiss ABB Asea Brown Boveri. TheABB group, comprising about 1000 companies, has operationsin 140 countries.

AT A GLAN CE


Book Value 76.06 Market leader in manufacture of transformers, electric motors,aluminum conductors, furnaces, switchgears, turbochargers,and other applications related to Power generation equipment.

EPS 24.67PE Ratio 44.80

Has good & healthy order book for the Year 08-09. Market Cap (Rs Cr.) 23416.01 Working on some major projects with the companies like KHD

Humboldt Wedag GmbH, Germany, to provide a turnkeyelectrics and automation solution for a 5000 TPD (tonnes perday) capacity green-field cement plant at Katrana in Jordan.


Vast expansion plans in India & worldwide. Has 12 manufacturing facilities, twenty eight marketing offices, eight service centers, 3 logistic centres. To

ensure deeper market penetration developed a national network of 700 channel partners Assured quality control with all its manufacturing facilities having ISO 14001 certification.

ABB will be a major beneficiary of the governments focus on power capacity additions, prospects from UMPPprojects, and renewed thrust in improving transmission and distribution infrastructure.


Full Year200712

Full Year2006121st Qtr 200803 1st Qtr 200703 VAR [% ] VAR [% ]

Net Sales 1535.29 1312.44 17.0 5930.31 4274.01 38.8PBIDT 191.24 143.35 33.4 795.68 550.4 44.6

Profit After Tax 117.69 86.63 35.9 491.67 340.31 44.5

Larsen & Toubro CMP Rs. 3061/ - as on 6th May 2008

One of the most reputed companies in corporate India.Leaders in Heavy Engineering segment. Ranked No.1 forquality of products and for overall reputation. Image andequity extend to virtually every district of India.

AT A GLAN CE

Equity (Rs Cr.) 58.46Book Value 211.62EPS 65.26

A highly technology-driven engineering and constructionorganization. It has additional interests in manufacturing,services, and information technology. A strong customer-centric approach and perseverance for superior quality hasenabled the company attain and sustain leadership in its major

lines of business across seven decades. LT has aninternational presence, with a global spread of offices.

PE Ratio 46.90Market Cap (Rs Cr.) 89477.4152 Week High/Low 4670 / 1658Div. Yield (%) 0.42

Last Dividend (%) 650

Concentrates on the high margin businesses (Defense, Nuclear Power and Aerospace sectors) which show thepotential and promises.

Has healthy & wealthy order Backlog (INR 500 bn plus) will improve margin profile for core business.


Full year200703

Full Year200603

3rd Qtr 200712 3rd Qtr 200612 VAR [% ] VAR [% ]


Well positioned to exploit the opportunities that will come from hydrocarbon, infrastructure, power, minerals& metals and other industrial sectors.


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Infosys Technologies Ltd CMP R s. 1820/ - as on 6th May 2008

India's second largest software exporter company. Known as amarket out performer and amongst the best quality names inthe industry.

AT A GLAN CE

Equity (Rs Cr.) 286

Book Value 235.84 Infosys Technologies (Infosys) is a leader in providing ITconsulting and software services business-technologyconsulting, Internet and e-business consulting, systemintegration, custom application development; re-engineeringand sustenance.

EPS 72.50PE Ratio 25.10Market Cap (Rs Cr.) 104121.1652 Week High/Low 2140 / 1212

Software development is targeted towards the distribution,banking, telecommunication and manufacturing sectorsworldwide.

Div. Yield (%) 1.83Last Dividend(%) 665

Has a long and consistent track record of beating its guidance. Has been outperforming the sectorconsistently on most operating parameters, including sales growth, profit growth, operating profit margins(OPM) and return ratios.

RESULTS AT A GLANCE (Rs in Cr.)Full

year200703

FullYear

006034thQuarter

2008034thQuarter

200703VAR [% ]VAR [% ]

Sales 4235 3555 19.1 15648 13149 19PBIDT 1518 1269 19.6 5663 4621 22.5Profit after Tax 1182 1124 5.2 4470 3783

Planning to enter in communication space by looking at acquiring companies in the same sector.

18.2

Tata Consultancy Ltd CMP R s. 938/ - as on 6th May 2008

The most precious jewel in the Tata's crown. One of theworld's leading information technology consulting, services,and business process outsourcing organization with a presencein 34 countries across 6 continents.

AT A GLAN CE

Equity (Rs Cr.) 97.86Book Value 111.43EPS 43.63

The largest IT services company in India. Has aComprehensive range of services, one of the best trackrecords of executing large end-to-end mission critical projects,long-term client relationships, very extensive global footprint,strong Indian presence, R&D capabilities, one of lowestemployee attrition levels, strong brand and of course strongmanagement. The company has achieved the CMMi and PCMMLevel 5.

PE Ratio 21.50Market Cap (Rs Cr.) 91778.0052 Week High/Low 1289/730Div. Yield (%) 1.49Last Dividend(%) 1400

Has bagged $1.2 billion outsourcing contract from Nielsen partners, the largest ever-outsourcing deal for anyIndian IT player. Has rolled out new set of solutions for airlines. Has entered in new multi-year contract toprovide a comprehensive portfolio of IT services with Chrysler.

Developing its largest development centre at Pune, with over 50 acres of land to create a capacity of 20,000seats.


4thQuarter200803

4thQuarter200703

VAR[% ]

Full year200703

Full Year200603

VAR[% ]

Sales 4942.49 4090.16 20.8 18533.72 14939.97 24.1

PBIDT 1383.09 1337.45 3.4 5466.06 4517.52 21Profit after Tax 1108.81 1078.76 2.8 4508.76 3757.29 20


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Tata Steel Ltd CMP Rs. 817/ - as on 6th May 2008

One of the oldest steel plants in India, yet appropriateinvestments at periodical levels have ensured that thecompany continues to be one of the lowest cost producers

of steel in the world.

AT A GLANCE


Book Value 259.76EPS 59.88 Manufactures rails, fishplates, bars, light structurals, heavy

structurals, plates, black sheets, galvanised sheets, tin bars,sleeper bars, sleepers, blooms, billets, sheet bars, wheels,tyres and axles, skelp and strip, and special steels tools suchas picks, beaters, hammers and shovels and red-oxide, coaltar, sulphate of ammonia, etc.

PE Ratio 13.60Market Cap (Rs Cr.) 59644.5552 Week High/Low 970 / 471Div. Yield (%) 1.90Last Dividend(%) 155

After $6.2 bn.acquisition of Corus Group plc company hasbecome the sixth largest steel manufacturer in the world.

The sustained growth in construction (especially housing construction) and uptrend in automobile industryand other user segments gives good support to the domestic demand for steel.

Plans for expansion of crude steel making capacity by 2.9 mtpa to 9.7 mtpa at Jamshdepur is expected to be

completed in 2010. Planning to enter in Aircraft production segment with the worlds third largest plan manufacturer Embaraer. Have its own mines for raw material which reduces cost of production, 20% of the raw materials for Tata

Steel group is produced in-house and the rest 80% is outsourced, aims to improve this ratio to 50:50 by2012. Also working on good OPM.


3rd Qtr 200712 3rd Qtr 200612 VAR [% ] Full Year200703

Full Year200603

VAR [% ]


Sterl ite Industries Ltd CMP Rs. 862/ - as on 6th May 2008

One of the major players in Copper, Aluminum, Zinc and Leadindustry. Also owns Bharat Aluminum Company Ltd (Balco)and Hindustan Zinc Ltd (HZL).

AT A GLAN CE

Equity (Rs Cr.) 141.74Book Value 185.76

The company manufactures copper cathodes and continuouscast copper rods (CCR): Sulphuric Acid, Phosphoric Acids,Phospho gypsum, Hydro Fluo Silicic Acid and Granulated Slag,

aluminum cold-rolled products & raw material for optical fibercables.

EPS 14.07PE Ratio 61.30Market Cap (Rs Cr.) 61086.40

52 Week High/Low 1140 / 503Div. Yield (%) 0.46

To reduce dependence on external sources and to ensureconsistent supplies of good quality copper concentrate, thecompany acquired two copper mines.

Last Dividend(%) 200

Global Zinc metal demand in 2008 is expected to increase by 5% to 11.96 million tonne

Planning to enter in power generation sector thru its subsidiary Sterlite Energy Ltd, likely to rise more thanUSD 1 billion through the IPO.


Full Year

200803

Full Year

2007034th

Qtr 200803 4th

Qtr 200703 VAR [% ] VAR [% ]Net Sales 3379.53 2945.09 14.8 12671.98 11821.85 7.2PBIDT 429.30 310.0 38.5 1407.90 1228.16 14.6Profit After Tax 306.45 209.18 46.5 951.63 784.03 21.4


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Reliance Industries Ltd CMP Rs. 2654/ - as on 6th May 2008Reliance Industries Ltd CMP Rs. 2654/ - as on 6th May 2008

King of The Ring with having crown of the largest privatesector enterprise in India in terms of revenues, profits, networth, assets and market capitalization. It's operations capturevalue addition at every stage, from the production of crude oiland gas to polyester, polymer and chemical products, andfinally to the production of textiles.

King of The Ring with having crown of the largest privatesector enterprise in India in terms of revenues, profits, networth, assets and market capitalization. It's operations capturevalue addition at every stage, from the production of crude oiland gas to polyester, polymer and chemical products, andfinally to the production of textiles.

AT A GLANCE

Equity (Rs Cr.) 1453.65Book Value 542.74EPS 106.26PE Ratio 25.00Market Cap (Rs Cr.) 385856.86 Has business activities and customers in more than 100

countries around the world. Has business activities and customers in more than 100

countries around the world. 52 Week High/Low 3252 / 1555 Entering retail on large-scale & runs retail outlets with a brand

name Reliance Fresh. Entering retail on large-scale & runs retail outlets with a brand

name Reliance Fresh.Div. Yield (%) 0.41Last Dividend(%) 110

Plans to achieve 30% energy security for the Jamnagarrefinery within the next 10 years and up to 50% by the year 2020. This will be achieved through acquisitionof small- and medium-sized oil companies and participation in exploration and development projects.

Plans to achieve 30% energy security for the Jamnagarrefinery within the next 10 years and up to 50% by the year 2020. This will be achieved through acquisitionof small- and medium-sized oil companies and participation in exploration and development projects.

Has discovered huge natural gas reserves in the deep-water exploration block KG-D6 in the Krishna-Godavari

basin off Andhra Pradesh.

Has discovered huge natural gas reserves in the deep-water exploration block KG-D6 in the Krishna-Godavari

basin off Andhra Pradesh. Creator of Asias Biggest & Worlds 6th biggest refinery in Jamnagar, Gujrat. Creator of Asias Biggest & Worlds 6th biggest refinery in Jamnagar, Gujrat.


4th Qt r200803

4th Qt r200703

Full Year200803

Full Year200703

VAR[% ]VAR [% ]

Net Sales 37286 27448 35.8 133443 111693 19.5PBIDT 6307 5294 19.1 28934 20524 41.0Profit After Tax 3912 3156 24.0 19458 11943 62.9

National Thermal Pow er Corporation (NTPC) CMP R s. 194 as on 6th May 2008National Thermal Pow er Corporation (NTPC) CMP R s. 194 as on 6th May 2008

Navratna company of India with power generating facilitiesin all the major regions of the country. The companys corebusiness is engineering, construction and operation of powergenerating plants and also providing consultancy to powerutilities in India and abroad.

Navratna company of India with power generating facilitiesin all the major regions of the country. The companys corebusiness is engineering, construction and operation of powergenerating plants and also providing consultancy to powerutilities in India and abroad.

AT A GLAN CE

Equity (Rs Cr.) 8245.46Book Value 59.73EPS 9.47PE Ratio 20.70 Indias largest power generation company. It is also the sixth

largest thermal power generator and the second-most efficientutility in terms of capacity utilization in the world.

Indias largest power generation company. It is also the sixthlargest thermal power generator and the second-most efficientutility in terms of capacity utilization in the world.

Market Cap (Rs Cr.) 161569.7952 Week High/Low 291 / 149

Plans to have an installed capacity of around 40,000 MWcontributing around 18.8% of Indias energy requirement.

Plans to have an installed capacity of around 40,000 MWcontributing around 18.8% of Indias energy requirement. Div. Yield (%) 1.63Last Dividend(%) 32 Setting up new power plants at Korba, Pala, Dadri, Farakka to

increase its capacities in power generation. Setting up new power plants at Korba, Pala, Dadri, Farakka to

increase its capacities in power generation. Also implementing various new projects in power generation expected to implemented in next 5 years Also implementing various new projects in power generation expected to implemented in next 5 years Has undertaken 22 rural electrification projects across the country in over 9,000 villages. Has undertaken 22 rural electrification projects across the country in over 9,000 villages. To increase its working NTPC will recruit about 3,500 personnel, mostly engineers and management trainees. To increase its working NTPC will recruit about 3,500 personnel, mostly engineers and management trainees. Planning JV with BHEL for engineering, procurement & construction of power plants and other infrastructure

projects including plant engineering, project management, quality insurance, quality control, procurement,logistics, site management, erection and commissioning services.

Planning JV with BHEL for engineering, procurement & construction of power plants and other infrastructureprojects including plant engineering, project management, quality insurance, quality control, procurement,logistics, site management, erection and commissioning services.


Full Year200703

Full Year2006033rd Qtr 200712 3rd Qtr 200612 VAR [% ] VAR [% ]



10/12



Ranbaxy Laboratories Ltd CMP Rs. 475/ - as on 6th May 2008

Indias largest pharmaceutical company, with manufacturingoperations spanning seven countries, and ground presence in25 countries. It manufactures and markets generics, brandedgenerics and Active Pharma Ingredient (API) with exports toover 100 countries.

AT A GLAN CE

Equity (Rs Cr.) 186.62Book Value 67.98EPS 13.91PE Ratio 34.10 Amongst the Top 100 global pharma companies, and has been

ranked as 11th largest generic company worldwide. Market Cap (Rs Cr.) 17727.03 Largest exporter of bulk drugs and pharmaceutical dosage

forms in India.52 Week High/Low 501 / 300Div. Yield (%) 1.79

Has three successful overseas joint ventures in Nigeria,Malaysia and Thailand.

Last Dividend(%) 170

Expanding globally in last 3-4 years with recent acquisitions of Terapia SA (Romania), Ethimed (Belgium),Allen (Italy), Mundogen (Spain) and Sentek PLC's Preoprietary Technology.

Planning acquisition of Bio-Tabs Pharmaceuticals (Proprietary) Ltd (SA).

With strong pipeline of products, and intensive focus on research, the company is marching towards its targetof sales & Profit.

Has entered into business alliance with Chennai-based Orchid Chemicals & Pharmaceuticals


Full Year200712

Full Year2006121st Qtr 200803 1st Qtr 200703 VAR [% ] VAR [% ]

Net Sales 987.29 988.17 -0.1 4026.60 3923.88 2.60PBIDT 189.80 197.80 -4.0 986.57 608.16 62.2Profit After Tax 103.42 115.28 -10.3 617.72 380.54 62.3

Dr Reddy CMP Rs. 644/ - as on 6th May 2008

Leading pharmaceutical company in the country, with apresence across the pharmaceutical value chain: basicresearch, finished dosages, generics, bulk actives,biotechnology and diagnostics.

AT A GLAN CE

Equity (Rs Cr.) 84.08Book Value 260.08

Focus on cancer, diabetes, bacterial infections and painmanagement. The company has several pharmaceuticalproducts in development, three of which are in clinical trialsand two have completed pre-clinical testing.

EPS 34.60PE Ratio 18.60Market Cap (Rs Cr.) 10826.1452 Week High/Low 760 / 501

First company from India who get an exclusive marketing right(EMR) in the US market for Fluoxetine Axetil. Div. Yield (%) 0.58Last Dividend(%) 75

Actively pursues a basic research programme under the aegisof Dr. Reddy's Research Foundation (DRF).

Involved de-bottlenecking of existing capacities and adding new lines, especially to meet growinginternational demand for generics and customs pharmaceuticals services.

Has made major acquisitions of Roche's API Business and its manufacturing plant at Cuernavaca in Mexico &another acquisition of Betapharm, Germany.

Has acquired Jet Generici Sri, a company engaged in the sale of generic finished dosages in Italy.


Full Year

200703

Full Year

2006033rd Qtr 200712 3rd Qtr 200612 VAR [% ] VAR [% ]Net Sales 775.55 1183.72 -34.5 3957.56 2005.85 97.3PBIDT 103.64 595.57 -82.6 1547.32 396.52 290.2Profit After Tax 42.29 503.49 -91.6 1176.86 211.13 457.4


11/12



Reliance Communication Ltd CMP Rs. 543/ - as on 6th May 2008

Flagship Company of Anil Dhiru Bhai Ambani Group is Indiaslargest integrated communications service provider in theprivate sector. It has pan-Indian operations (wireless, wire line

and long-distance voice, data, and internet communicationservices) as well as an extensive international presence (long-distance voice, data and internet services, and submarinecable network infrastructure).

AT A GLAN CE


Book Value 116.06EPS 12.53PE Ratio 43.40Market Cap (Rs Cr.) 112138.2152 Week High/Low 844 / 455

Firstly Launch CDMA in Indian Market, Now playing leadingrole in CDMA segment has its own optical fiber Cable Network,which reduces its cost of operations.

Div. Yield (%) 0.07Last Dividend(%) 8

The wireless network of RCom covers over 6,000 towns acrossIndia, covering over 54% of the population. This is the largest wireless network in India in terms of coverageand capacity, having more than 40.96 million wireless customers in aggregate.

Has launched IPTV and DTH services. Has acquired a Europe-based specialty WiMax operator, The WiMax has licenses and spectrum for WiMax

operations in 20 countries across eastern Europe, Africa and Latin America. The acquisition would give the afiber optic network of 50,000 km in China, connecting the top 40 cities there.


Full Year200803

Full Year2007034th Qtr 200803 4th Qtr 200703 VAR [% ] VAR [% ]

Net Sales 3455.35 3140.29 10 13416.19 11725.26 12.6PBIDT 1280.64 1221.67 4.8 4892.92 4489.35 8.2Profit After Tax 511.43 686.75 -25.5 2586.45 2408.85 6.8

Bharti Airtel Ltd CMP Rs. 846/ - as on 6th May 2008

India's leading provider of telecom services and first to havean all India presence. AT A GLAN CE

Equity (Rs Cr.) 1897.92 The company is structured into three main units, MobileServices which offers GSM Mobiles Services, Infotel Serviceswhich provides broadband & telephones & third: long distanceand enterprise services.

Book Value 106.63EPS 32.90PE Ratio 25.70Market Cap (Rs Cr.) 160677.91 Keen to acquire mobile telecom assets in developing countries.

Has a huge investment plan (Rs 100 billion) to capture Retailsegment in India with Wal-Mart. Bharti will handle front endand Wal-Mart will take care of the back-end supply chainmanagement.


Has kicked off its retail operations with the opening of its first retail store Easy Day in Ludhiana, Punjab. It isalso looking at setting up stores across all major cities across India. The company will roll-out neighborhoodstores and later would open supermarkets and hypermarkets.

Launched its new all-in-one internet portal for the customers, `airtellive.com`, the portal would be the firstportal launched by a telecom company in India. The services will be co-branded and powered by Google and

Airtel broadband, has also partnered with popular content leaders like shaadi.com, 24x7guru, naukri.comamongst others to offer exclusive deals and discounts on the portal.

Has achieved the 60 million customer mark. This landmark has catapulted Bharti Airtel into the club of topmobile operators in the world in terms of subscriber base.


Full Year200803

Full Year2007034th Qtr 200803 4th Qtr 200703 VAR [% ] VAR [% ]



12/12



KEY LOCATIONS

-: REGISTERED OFFICE :-Lalit Mundra

11 & 12 A Mithila C.H.S. J.B.Nagar, Andheri (E), Mumbai 400059.Tel: 022-28354000, 28216446 Fax: 022-28205533

Email: [email protected]

-: CORPORATE OFFICE :-Kailash Sarda

Mahesh Hostel Complex, Opp Bombay Motors,Chopasni Road, Jodhpur 342003

Tel: 0291-2654000 Fax: 0291-2430913Email: [email protected]

-: INSTITUTIONAL SALES :-Aashish Chitlang i

9, Parekh Vora Chambers, 66 N.M.Road, Fort, Mumbai 400023.Tel: 022-22666178, 22691103 Fax: 022-66344007Email: [email protected]

For details visit our website at w ww.srspl.com

Report Prepared by:Rahul JainResearch Dept:Suresh Rathi Securities Pvt Ltd.

Disclaimer : This document has been prepared and distributed by SURESH RATHI SECURITIES PVT LTD. The information in thedocument has been compiled by the research department. Due care has been taken in preparing the above document. However,this document is not, and should not be construed, as an offer to sell or solicitation to buy any securities. Any act of buying, sellingor otherwise dealing in any securities referred to in this document shall be at investors sole risk and responsibility. This documentmay not be reproduced, distributed or published, in whole or in part, without prior permission from the SURESH RATHISECURITIES PVT LTD.
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