Ashika Monthly Insight Flip July 2016

JULY 2016
VALUATION AT A GLANCE
48 Idea Cellular 104.4 37574.4 21.3 18.5 1.5 12.6 7.3 0.6 6.8 N/A
49 Indiabulls Housing Fin. 665.4 28038.1 9.7 8.0 2.6 27.1 26.6 45.0 80.9 6.8
50 Indian Oil Corporation 435.0 105603.8 8.4 7.7 1.4 15.5 15.4 6.6 34.2 1.5
51 IndusInd Bank 1085.9 64700.8 N/A N/A 3.7 N/A N/A 4.5 12.8 N/A
52 Infosys 1159.2 266250.3 17.5 15.4 4.3 23.2 23.7 24.3 40.7 N/A
53 ITC 368.5 296539.6 26.6 23.7 8.7 30.2 30.6 6.5 69.0 1.8
54 JSW Steel 1426.5 34481.6 12.8 10.8 1.7 -3.4 12.5 11.0 15.1 0.8
55 Kotak Mahindra Bank 743.3 136405.3 29.7 23.5 4.1 12.5 15.6 0.5 2.7 0.1
56 Larsen & Toubro 1474.1 137382.6 24.7 20.5 3.1 12.0 13.0 16.3 31.7 1.1
57 LIC Housing Finance 497.7 25114.6 10.8 8.4 2.7 19.5 N/A 5.0 18.1 1.0
58 Lupin 1544.7 69641.2 23.6 20.1 6.3 22.9 22.7 7.5 14.0 0.5
59 M & M Financial 310.6 17663.0 16.6 13.0 2.7 12.4 17.1 4.0 29.5 1.3
60 Mahindra & Mahindra 1408.6 87487.1 19.1 15.3 2.9 11.8 14.0 12.0 23.8 0.9
61 Marico 256.4 33080.0 38.9 33.2 15.8 37.0 36.6 1.3 28.1 0.5
62 Maruti Suzuki 4078.7 123209.4 20.6 17.5 4.4 18.0 20.3 25.0 19.8 0.6
63 Motherson Sumi 278.1 36785.5 21.9 17.2 8.7 33.7 34.5 2.0 30.7 0.7
64 MRF 32941.9 13971.1 N/A N/A 2.0 22.2 N/A 50.0 2.3 0.2
65 NMDC 91.6 36316.8 12.9 11.9 1.2 9.5 9.2 8.6 53.4 9.3
66 NTPC 148.0 122032.9 12.4 11.0 1.4 11.9 11.1 2.5 20.6 1.7
67 Oil India 346.1 20802.3 9.8 8.1 0.9 9.1 10.9 20.0 46.1 5.8
68 ONGC 211.4 180820.3 10.9 8.8 1.0 7.7 10.1 9.5 44.3 4.5
69 Oracle Financial Serv. 3425.0 29076.2 21.4 18.3 7.9 32.7 31.9 665.0 471.9 19.4
70 Petronet LNG 284.3 21322.5 N/A N/A 3.3 15.3 N/A 2.0 17.0 0.7
71 Power Finance Corp. 163.7 21602.5 N/A N/A 0.6 18.1 N/A 9.1 20.0 5.6
72 Power Grid Corp. 155.5 81325.1 10.6 9.1 1.9 14.8 17.4 2.0 22.2 1.3
73 Punjab National Bank 104.3 20480.3 N/A N/A 0.5 -8.8 N/A 0.0 N/A 0.0
74 Reliance Capital 386.3 9757.9 9.1 7.9 0.7 8.0 7.4 9.0 22.7 2.3
75 Reliance Comm. 48.3 12021.8 17.6 12.7 0.3 1.8 2.7 0.0 0.0 N/A
76 Reliance Industries 957.8 310561.3 11.0 9.4 1.3 12.0 11.4 10.0 12.5 1.0
77 Reliance Infrastructure 523.1 13755.7 6.2 6.0 0.5 7.2 7.3 8.0 11.7 1.5
78 Rural Electrification 166.1 16396.8 N/A N/A 0.6 21.1 N/A 10.7 19.8 6.4
79 Shriram Transport Fin. 1153.0 26158.4 16.0 12.6 2.6 12.2 16.1 10.0 22.1 0.9
80 Siemens 1293.4 46060.6 64.7 52.0 9.0 N/A 14.1 6.0 30.1 0.5
81 State Bank of India 215.9 167598.4 11.8 9.0 0.9 6.6 9.4 2.6 16.5 N/A
82 Steel Authority of India 42.9 17718.1 691.9 13.6 0.4 -9.5 3.3 2.0 38.3 4.7
83 Sun Pharma. 765.1 184136.2 26.0 21.6 5.9 16.5 20.7 3.0 15.9 0.4
84 Sundaram Finance 1466.0 16287.8 N/A N/A 3.9 14.7 N/A 10.5 20.3 0.7
85 Tata Chemicals 422.4 10759.6 10.8 9.8 1.7 13.2 15.6 10.0 53.4 2.4
86 TCS 2464.0 485503.6 18.3 16.4 7.4 41.9 30.9 43.5 35.3 1.8
87 Tata Global 127.9 8069.0 18.6 16.4 1.4 5.8 8.1 2.3 57.3 1.8
88 Tata Motors 440.4 141773.7 9.4 8.1 1.9 16.1 17.7 0.0 0.0 0.0
89 Tata Power 72.0 19473.3 14.1 11.7 1.4 6.5 10.2 1.3 783.1 1.8
90 Tata Steel 311.5 30253.4 19.8 10.2 1.0 -9.8 9.1 8.0 N/A N/A
91 Tech Mahindra 501.0 48637.4 13.6 11.9 3.4 23.4 21.1 6.0 21.9 N/A
92 Titan Company 389.9 34614.8 40.6 33.6 9.9 21.0 23.2 2.2 28.3 0.6
93 UltraTech Cement 3400.8 93330.8 29.8 22.7 4.4 11.4 15.4 9.5 11.4 0.3
94 United Breweries 732.7 19371.6 50.8 41.2 9.2 14.9 17.6 1.0 10.3 0.1
95 United Spirits 2419.4 35159.9 63.1 42.1 19.7 79.1 32.3 0.0 0.0 0.0
96 UPL 546.2 23408.2 14.5 12.4 3.4 20.5 20.6 5.0 16.5 0.9
97 Vedanta 123.2 36510.2 12.0 7.4 0.8 -18.9 9.6 3.5 N/A 2.8
98 Wipro 542.4 134011.5 14.1 12.7 2.9 20.3 18.8 6.0 16.6 N/A
99 Yes Bank 1069.9 45042.6 N/A N/A 3.3 19.9 N/A 10.0 16.6 0.9
100 Zee Entertainment 436.9 41962.0 33.7 27.3 10.0 22.7 23.4 2.3 24.5 0.5
#N/A: Not Available
Source: Bloomberg Consensus as on June 27, 2016
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