Shivani Shinde

ConsultingandITservices firmAccenture’s fourthquarter revenueof$6.8billionsurpassedstreetguidance.

Accentureexpects that forFY13,outsourcingrevenuewilldrivegrowth,signallinganincrease incompetitionforpeers intheIndianITservices industry.

For Accenture, its outsourcingrevenue at $3.1 billion, rose 10.4 percent year-on-year. The company saidthat clients’focus on improvingoperational efficiencies has raiseddemand for cost take-out relatedprojects. The company also reported thatits revenue from financial services grew7.8 per cent year-on-year. Accenturefollows a September-August calendar.

Though the numbers are good,analysts point out that there is concernfor the Indian IT services segment.

“The one big positive about Accenturenumbers is that the Indian IT servicesindustry will continue to hold, sincerevenue is being driven from outsourcingsegment. As for the competition it wasalways there for the Indian playersespecially from IBM and Accenture," saidAnkita Somani, IT analyst, Angel Broking.

But analyst pont out to someweakness in the Accenture numbers thatmight not go too well for the IT industry.

“Accenture’s strong growth in the

outsourcing segment (up 10.4% YoY) andFS vertical during the quarter coupledwith strong order pipeline in outsourcingsignifies that the company has been ableto hold on to its market share. Retentionof renewals have gone up significantlyfor atleast Accenture and IBM, which isalso evident from their high outsourcingorder book growth. This will directlyimpact the revenue growth of Indian ITplayers who have been posting robustgrowth on back of market share gainsdriven by extremely high churns forMNCs (Accenture, IBM and others)," saidSandip Agarwal and Omkar Hadkar ofEdelweiss in their report.

The other concern in the Accenturenumbers is the softness in itsconsulting business. The company’sconsulting business revenue was flat,which signals that discretionaryspends will be under pressure.

“With consulting still under pressurefor Accenture, this means thatdiscretionary spends are not going to goup. Those excessively depending onconsulting will see pressure on numbers.This will include Infosys as well.Whatever work is happening in theconsulting space is in the infrastructuremanagement space, where a few Indianplayers have presence," said an analyston condition of anonymity.

Analyst also point out thatAccenture’s guidance of 5-8 per centgrowth (local currency) for FY13 is muchsofter than what it has guided for. “Thisalso means that in the coming fewquarters you will not see good ramp-ups.If that’s the case for Accenture it will notbe too different for the Indian ITservices," said Somani.

For companies who have managedto maintain a growth momentumperhaps the going will not be toodifficult, but for companies that are stillunder restructuring process, things willbe difficult. “TCS, HCL and Cognizantwill continue to do well. But I thinkWipro and Infosys are a concern," saidan analyst.

The Indian IT services industry willstart announcing their second quarternumbers from next week. Infosys willbegin the earnings season byannouncing its numbers on October 12.

�� Q&A: SP Tulsian,CEO and Editor, Premium Investments

�� Stock Analysis: Bajaj Finance �� GAIL signs gas purchase pact with GazpromINSIDE

ACCENTURE Q4 SURGESENDS MIX SIGNALS

1 October 2012, Mumbai

TALK SHOW

2

‘Momentum not likely to continue’TThhee mmaarrkkeettss hhaavvee sseeeenn aa hheeaalltthhyy rriissee iinnSSeepptteemmbbeerr.. DDoo yyoouu sseeee tthhee mmoommeennttuummccoonnttiinnuuiinngg iinn OOccttoobbeerr??I don't see the momentum continuing,primarily because of the banking space,which may see a bout of profit booking.Given the upcoming results season, concernsregarding asset quality issues may re-surface.This in turn, can cause the stocks from thissector and the markets as a whole to correct.

HHooww aarree tthhee ffoorreeiiggnn iinnssttiittuuttiioonnaalliinnvveessttoorrss ((FFIIII)) vviieewwiinngg tthheeIInnddiiaann mmaarrkkeettss aatt ccuurrrreennttjjuunnccttuurree??FII are bullish on India giventhe government’s stance withrespect to the key policyreforms. Strengthening rupeehas also boosted the investorsentiment. The currency hasalready appreciated 5 per cent,and given the low chances ofrupee weakening again, more money is likelyto be pumped into the Indian markets.

CCeemmeenntt ssttoocckkss hhaavvee sshhoowwccaasseedd aa ggoooodduuppttrreenndd?? WWhhaatt iiss yyoouurr vviieeww oonn tthheehheeaavvyywweeiigghhttss ffrroomm tthhiiss ssppaaccee??After monsoons, the construction activitystarts picking up. For example, in Mumbai,Bombay Municipal Corporation (BMC) has

cleared 700 projects and construction activity all across is picking up. This has been a reason for the up move in this sector. One can look at buying ShreeCements, ACC and Ambuja Cements atcurrent juncture.

WWoouulldd yyoouu aaddvviiccee iinnvveessttoorrss ttoo bbooookk pprrooffiittss iinntthhee ddeeffeennssiivveess ssuucchh aass ffaasstt mmoovviinngg ccoonnssuummeerrggooooddss ((FFMMCCGG)),, iinnffoorrmmaattiioonn tteecchhnnoollooggiieess ((IITT))aanndd pphhaarrmmaacceeuuttiiccaall ssttoocckkss??

A risk-averse investor should stayinvested in the defensive space. Onthe other hand, an aggressiveinvestor can look at exiting FMCGand IT stocks and play the high betanames. I suggest one stays investedin the pharma sector.

CCoommppaanniieess wwiillll aannnnoouunnccee SSeepptteemmbbeerrqquuaarrtteerr rreessuullttss ssoooonn.. WWhhaatt aarree yyoouurrrreessuulltt eexxppeeccttaattiioonnss ffrroomm tthhee IITThheeaavvyywweeiigghhtt IInnffoossyyss?? WWiillll iitt bbee aabbllee

ttoo bbeeaatt SSttrreeeett eessttiimmaatteess tthhiiss ttiimmee aarroouunndd??I don’t think that the markets will not movemuch in anticipation of Infosys’ results, andthe company is not likely to surprise the Streetin the second quarter on the earnings front.

WWhhaatt aarree yyoouurr ttoopp ppiicckkss ffrroomm tthhee llaarrggee--ccaappssppaaccee??Larsen & Toubro, BHEL, REC and PFC are mytop picks from this universe.

SSPP TTuullssiiaann, CEOand Editor,PremiumInvestmentsspoke toAAbbhhiisshheekkVVaassuuddeevv onmarkets andsector outlook

An aggressiveinvestor can look atexiting FMCG and ITstocks and play thehigh beta names. Isuggest one stays

invested in thepharma sector

Read more...

Parag Doctor, Head- trading strategies,Keynote Capitals Ltd

We are looking at 5630 to 5650 as the keysupport on the downside corresponding tothe F&O expiry last week. On the upside5750 is the resistance above which themarkets can continue the uptrend towardsthe 5800 to 5850 mark. Bank Nifty is in a

strong uptrend and is heading for the 11800 to 11900 on theupside in the month of October with stop loss at 11000.

Nandish Patel, Derivative Analyst, Sharekhan

We may see consolidation taking place forcouple of days, but any close above 5750levels would open gates for 5850-5900 level.Unless, Nifty is trading above 5700 levels Iwill prefer going long.The overall setup insugar stocks is positive, in anticipation of

positive moves from the Government. One can go long onRenuka Sugars with SL of 35.50.

Read more...

3

FEATURES

Sheetal Agarwal

From a pure captive 2 wheelerfinancing company a few yearsback to a full-fledged diversified

non banking financial company (NBFC),Bajaj Finance has come a long way. It isnow a lender to retail (2 and 3 wheelerfinancing, personal loans, durables),commercial (infrastructure, vendorfinancing, construction equipment) andsmall and medium enterprises (loanagainst properties/shares, businessloans).

PRODUCT INNOVATION, CROSS SELLING KEYBajaj Finance seems to be leading thefront when it comes to productinnovation. The latest one is the recentlaunch of its online services which willoffer personal loans instantly for whichthe company has witnessed goodresponse.While the products are pricedat similar rates to offline loans, the feeincome in this product is slightly higher.The company expects this segment tocontribute Rs 80-100 crore revenues byMarch 2013 and scale up to form 30-35per cent of the overall salaried loan bookover the next 2-3 years. Further,significant saving in client acquisitioncosts will boost margins in this space.Notably, offline loans sourcing cost isbetween 2.5-3.0 per cent which comesdown to mere 25 basis points in theonline model.

The company has introduced theconcept of zero per cent financing forconsumer durable loans, which, apartfrom reducing the KYC process willpresent the company with ample cross-selling opportunities. The IRR of thisproduct is high at 22-25 per cent andmargins of about 2.5-3.0 per cent. Thisbook currently stands at Rs 1,500 crore

with close to 5 lakh accounts in the June2012 quarter. The company is targettingabout 15-16 lakhs accounts this fiscalthrough its Existing MemberIdentification card. Given that thecompany is aware of the client's creditperformance before cross selling otherproducts, there is reduced risk ofslippages in these accounts. Also, it hasassigned higher than normal CIBIL scorefor clients for its online loans segment.Its tie ups with select companies towhose employees such online loans willbe given is another mechanism for creditquality check. While its net non-performing assets is negligible at 0.1 percent currently, management expects it tonormalise to 0.40-0.60 per cent on along-term basis.

The company has also introduced theflexisaver product which is similar to theoverdraft facility provided by banks andcaters to the loan against propertysegment (19 per cent of disbursements).The product offers flexibility of prepay &drawdown of loan by the clients. Thecompany charges a conversion fee alongwith 20-25 basis points higher interestrate on this product. This high marginproduct currently forms 8-10 per cent ofits loan against property book which thecompany plans to scale upto 20-25 percent by FY14.

On the flip side, the flexisaver productas well as infrastructure financing willhave some bearing on the asset liability

mismatch of the company, believeanalysts. Given the smaller size of thesesegments at present the impact will belimited but one needs to watch out onhow the company manages thismismatch going forward. Believes Jain,“On the infrastructure book, we are intoconsortium lending with banks. Here,the lead consortium has 3-4 times ourexposure. And given that its 'take out'financing, we believe the impact on ALMwill be limited".

Silky Jain, Research analyst - NirmalBang Equities, says, "Bajaj Finance is themarket leader in consumer durables (50per cent of the disbursements) andlifestyle products wherein thecompetition is quite benign as there areno major players in these segments. Onthe other hand, its newer segments suchas loan against property could face somecompetition from certain housing financecompanies. They have also entered intocredit card business which is a highlycompetitive business. All thisdiversification will pull down its netinterest margins by 100-200 basis pointsover the next two years."

ROAD AHEADDespite the stock’s outperformance in

the past three months, analysts remainbullish on the company. ShyamSrinivasan, analyst at Goldman Sachsnotes, “We believe Bajaj Finance willcontinue to rerate due to solid growthprofile on expanding market share in theconsumer financing segment and scalingup of products like loan against property(LAP), shift towards a more stable/secureasset mix reducing the riskiness of thebook and healthy returns ratios overFY13-FY15. We value the stock at 2.1times target Price/Book." Frequentcapital raising (a rights issue or QIPworth Rs 750 crore likely in March 2013quarter and likely asset quality pressuresremain the key risks.

Stock Analysis: Bajaj FinanceNew categories and innovation to drive growth

4

Abhishek Vasudev

Markets ended today's rangeboundsession marginally higher. TheSensex advanced 61 points to close

at 18,824 and the 50-share Nifty jumped 15points to close at 5,719 levels. The marketswere stuck in a tight range in trades today.The Sensex traded in a range of 85 pointsand the Nifty traded in a range of 25 points.Meanwhile, the Asian markets fell on

Monday as uncertainty about Spain's bailoutand concerns over a slowdown in demand inJapan and China weighed down the investorsentiment. The Nikkei slipped 74 points toclose at 8,796, Seoul Composite endedweaker by 6 points at 3,054, TaiwanWeighted ended weaker by 39 points at7,675 levels.In Europe the markets were trading on a

positive note. FTSE, DAX and CAC40 indiceswere up 1-1.3% each.Back home, manufacturing activity

growth in September held steady comparedwith August, supported by a pick up in exportorders and output, a business surveyshowed on Monday, but an increase ininventories could hurt growth in the future.Exports in the month of August

declined by 9.7% to $22 billion. Hit by asluggish demand in the European market,India’s merchandise exports fell for thefourth month in a row, according to the

foreign trade data released today.Compared with $24.73 billion in thecorresponding period last year, exports fellnearly 10% to $22.33 billion in August. InJuly, the fall was 14.8%.In rupee terms, however, data showed

a growth of nearly 11% due todepreciation over last year. Importscontinued to contract for fourthconsecutive month in August to $37.95billion from $39.98 a year ago, showingdrop of about 5%.Among the Sensex stocks, Infosys was

the top gainer. The stocks advanced 3% toRs 2610. Tata Motors, Jindal Steel, BHEL,Hindalco, SBI, Sterlite Industries, NTPC,Wipro, ITC, TCS and Larsen and Toubro alsoadvanced 0.5-2.3% each.On the other hand, Bajaj Auto was the

top Sensex loser. Tata Power, HDFC Bank,ONGC, HDFC, Tata Steel, HUL, ICICI Bank,index heavyweight Reliance Industries, CoalIndia, Dr Reddy's Labs and Mahindra &

Mahindra were also among the losers.The BSE IT index was the top sectoral

gainer. The index has 1.8% or 111 points to6,034. Teck, capital goods, auto, power,healthcare, FMCG, metal, consumerdurables and PSU indices also advanced0.3-1.5% each. At the same time, oil & gasand bankex indices are ended on a weaknote.Shares of cement companies arecontinuing their upward march ahead ofmonthly dispatch figures for the month ofSeptember. Meanwhile, the brokerages havealso upgraded earning estimates for thefinancial year 2013 (FY13)Ambuja Cements, Shree Cement, India

Cements, ACC, UltraTech Cement, MadrasCement and Mangalam Cement are tradinghigher by 1-6% on the Bombay StockExchange. Most of these companies willdeclare their September month dispatchfigures today.PVR Limited soared 17% to Rs 227 on

back of over ten-fold jump in tradingvolumes after the company allotted aroundthree million shares to L Capital Eco Limited,an international private equity (PE) fund onpreferential basis.The broader markets outperformed the

benchmark indices. The BSE mid-cap andsmall-cap indices jumped 1 and 1.4%each respectively compared to 0.3% risein the Sensex.The overall breadth was positive as

1,805 stocks advanced while 1,104 declined.

MARKET REPORT

Markets end marginally higher

SENSEX18823.91(0.33%)

NIFTY5,718.80 (0.27%)

MARKETS TODAY (BSE)BSE 100: 5723.48 � 0.39%BSE 500: 7241.46 � 0.48%

Small-Cap: 7117.36 �1.42%Mid-Cap: 6665.85 �0.89%� �

SECTOR WATCHINDICES LAST % CHG

TOP GAINERSIT 6034 1.9

CAPITAL GOODS 11031 0.7

AUTO 10481 0.7

POWER 2060 0.6

HEALTH CARE 7561 0.4

FMCG 5531 0.4

COMPANY TURN** LAST* % CHG

UNITED SPIRITS 378 1,239.1 1.9

ST BK OF INDIA 361 2,270.2 1.3

INFOSYS 288 2,609.7 2.9

TECH MAHINDRA 268 1,025.6 5.5

TATA MOTORS 259 274.7 2.7

ICICI BANK 227 1,050.7 -0.8

MOST ACTIVECOMPANY VOL* LAST* % CHG

JP ASSOCIATES 206 86.0 4.5

SUZLON ENERGY 197 18.0 1.1

H D I L 172 100.3 3.0

LANCO INFRATECH 144 15.1 0.3

UNITECH 139 24.8 1.9

GVK POWER INFRA. 101 14.8 1.0

Click here for more market statistics * = Closing Price, ** = Turnover (Rs in crore), # = (million shares)

5

Asian markets end lowerSI Reporters & Agencies

The Nikkei share average fell toits lowest close in three weekson Monday, hurt by downbeat

economic data from Japan and Chinaas well as a smattering of profitwarnings from local companies likeshipper Nippon Yusen KK.

But eAccess Ltd, jumped 26percent after the Nikkei business dailysaid Softbank Corp, Japan's No. 3mobile operator, would buy its smallerrival through a share swap in a dealvalued at just under 200 billion yen($2.6 billion). Trade in eAccess waslater halted, while Softbank fell 1.7percent.

Manufacturing activity in Chinacontinued to contract in September,according to the official purchasingmanagers' index, while businesssentiment for big Japanesemanufacturers worsened in the last

quarter, the central bank's tankansurvey showed.

The Nikkei shed 0.8 percent to8,796.51, breaking below its 75-daymoving average at 8,866.55 andslumping to its lowest close sinceSept. 6. Nippon Yusen lost 0.7 percentafter cutting its first-half operatingforecast 18 percent from an earlierestimate, blaming weak businessconditions.

Daido Steel Co Ltd was anothercompany warning on profits, slashingits prediction for first-half operatingprofit 36 percent due to securitiesvaluation losses and weak steelshipments. The stock slid 5.8 percent.

The Straits Times Index and theMSCI index of Asia-Pacific sharesoutside Japan was each down 0.4percent.

One of the biggest decliners on theSingapore bourse was WilmarInternational Ltd, which eased as

much as 2.2 percent to S$3.18.Before the fall on Monday, the

stock had gained nearly 2 percentafter the palm oil giant announced ajoint venture with United Statescereal maker Kellogg Co to expandinto China's breakfast andsnack market.

GLOBAL MARKETSEEUURROOPPEE LLAASSTT CCHHGG ((%%))

FTSE 100 5,801.11 1.02

DAX 7,307.26 1.25

CAC 40 3,405.92 1.5AASSIIAA LLAASSTT CCHHGG ((%%))

HANG SENG# 20,840.38 0.37

NIKKEI 225 8,796.51 -0.84

TAIWAN 7,675.72 -0.51

STRAITS 3,057.86 -0.08

SHANGHAI# 2,086.17

KOSPI 2,086.17 0.38

*As of 1500 IST #Markets shut

OTHER MARKETS AT 1700 IST

Apollo HospitalsEnterprises closed5% higher at Rs 765, after touching itsrecord high on reports that globalprivate equity firm Apax Partners LLP islooking to sell its 10% stake in thecompany at premium to the currentmarket price.

“Malaysian sovereign fundKhazanah Nasional Bhd, which holds a10.85% stake in Apollo Hospitals, is oneof the funds in talks with Apax,” theReuters report suggests.The transactionwould be at least a 20-25% premiumto the current market valuations, addedreport.

The stock opened at Rs 730 and hita low of Rs 728 on the NSE.

PVR surges on preferentialallotment to PE fund

PVR Limited has soared 13% to Rs217.6 on back of over ten-fold jump intrading volumes after the companyallotted around three million shares to LCapital Eco Limited, an internationalprivate equity (PE) fund on preferentialbasis.

“The board of directors at itsmeeting held on September 28, haveissued, and allotted 2.89 million equityshares of face value of Rs 10/- each ata price of Rs 200 for an aggregatevalue of Rs 57.70 crores to L Capital EcoLimited on preferential basis,” PVR saidin a filing.

The stock opened at Rs 195 andtouched high of Rs 228 on the BSE.

Kingfisher Airlines down 5%on employee unrest

Shares of KingfisherAAiirrlliinneess tumbled5% to Rs 15.35 after the company saidit was cancelling several flights todaydue to employee unrest.

Soon after opening of trade, sharesof the airline tanked 4.78% to touchthe lower circuit limit of Rs 15.35 onthe BSE. At the National StockExchange (NSE), the scrip fell by4.95% to Rs 15.35.

Kingfisher in a statement late lastnight said, "We are anticipatingdisruptions and delays of flights today,as it is likely that a section ofemployees may not report to duty dueto threat by a section of engineers whoare not reporting for duty".

Apollo Hospitals at recordhigh on PE fund exit plans

GOLD Rs 3300,,999911/ $ 11776677..4455

CRUDE OIL Rs 44,,884466/ $ 9911..7788

CURRENCYRs 5522..44/$

6

Health Insurance: Things youmust know to avoid troubleRunjhun Noopur

Rejection of claims by insurersconstitutes the largest bulk ofcomplaints that land up on our

desks. Going by the sheer number ofcomplaints at Akosha and the numberof consumer forum verdicts that arereported almost every week againstvarious insurers, it is easy to concludethat every single rejection of claim byany insurer in the country is a designto cheat the policy holder.

Convenient as this conclusion is,the rejection is not malafide in allcases. It is true that insurers do getriled up in a lot of controversies andfrequently indulge in wrongfulpractices including malafide denial ofclaims, as is evident by their not soimpressive consumer forum record. Yet,over the years we have realized thatthere is still a small but significantpercentage of cases, where the insureris not actually in the wrong and therejection is perfectly valid.

There are several exclusions thatare included in standard healthinsurance policies as ground forrejection of claims. This is a perfectlyvalid industry practice. However,consumers neglect to take theseconsiderations into account whenopting for a policy, and end up beingunaware when their claim is rejected.

Non Disclosure of Pre ExistingDiseases: happens to be one of themost potent illustrations of this fact.Pre existing diseases at the time ofbuying the policy and relatedcomplications are generally excluded.We are flooded with complaints thatconcern a rejection that was based onthis ground. In our experience, this isthe single biggest problem in the

medical insurance claims.While we agree that fraudulent

rejections using pre-existing diseaseas an excuse are extremely frequent,what concerns us much more is thenumber of rejections on this groundthat are actually valid. This clearlyindicates that policy holders frequentlyfail to register the importance of thisdisclosure.

Every prospective policy holdermust make sure they discloseeverything they know about theirhealth issues.A lot of diseases go backa long way and policy holders must bevery vigilant to avoid inadvertentomissions or else, when a claim arises,they will inevitably land up in trouble.

You can’t game the insurers. Weget multiple complaints where claimsare rejected for treatments whichbecome impending right after thecover was opted for. This is also thereason why certain diseases arespecifically excluded in the first year ofthe policy.

By the same logic, electiveprocedures like cosmetic surgeries,

cost of spectacles, cost of dentaltreatment are also generally excludedas are pregnancy and childbirth.Accidents and ensuing treatments arehowever covered including cosmeticsurgery on account of an accident.

There are plenty of other exclusionslike injury arising from war, nuclearwarfare, HIV etc. but we have focusedon the areas where consumers, in ourexperience, repeatedly go wrong andland up in trouble. We have alwaysmaintained that a smooth consumerexperience is a two way road.

The brand in question has thechunk of responsibility. But unnecess-ary issues can be avoided if theconsumer is aware. When it comes toinsurance, medical or otherwise,awareness and understanding is theonly key to ensure that consumer doesnot face unnecessary issues — eitherbecause they did not fulfill their part ofthe obligation or because theyexpected something their policy didnot offer in the first place.

TThhee aauutthhoorr iiss eeddiittoorr aatt AAkkoosshhaa,, aannoonnlliinnee ccoonnssuummeerr ffoorruumm

7

IN NEWSIN BRIEF

Press Trust of India

State-owned gas utilityGAIL India Ltd todaysaid it has signed an

agreement with Russia'sGazprom to buy 2.5 milliontonne (mt) per annum of gasfor 20 years.

GAIL "has signed a legally binding 20-year liquefied natural gas (LNG) sales andpurchase agreement (SPA) with GazpromMarketing and Trading Singapore(GM&TS), a 100% wholly-ownedsubsidiary of Gazprom Marketing &Trading," the company said in a pressstatement here.

Under the terms of the agreement,GAIL will receive 2.5 mt of LNG perannum (equivalent to about 130 millionBritish thermal unit or 3.5 billion cubicmetres or 122 billion cubic feet per

annum) over a period of 20years beginning 2018-19.

LNG will come fromGazprom's Shtokmanproduction facilities, which has130 trillion cubic feet of inplacereserves. This would be"optimised and supplementedby GM&T's global trading

portfolio and capabilities," it said."Under the contract, LNG will be

sustainably priced with an oil-indexedformula and delivered to Dahej, Dabholand Kochi terminals in India," GAIL said,without giving the price details.

Commenting on the development,GAIL Chairman and Managing Director BC Tripathi, "This long-term LNG supplyagreement with Gazprom, which holdsthe world's largest gas reserves, isanother milestone in Indian–RussianEnergy cooperation."

RPower ready to commissionsecond unit at Butibori by Dec

M&M to increase prices by0.5-1.5% soon

Ajay Modi

ADAG company Reliance Power todayannounced the boiler light up for the

second of two units of its 600 MWButibori thermal power project nearNagpur in Maharashtra. With thecommissioning of this unit by end of theyear end, the capacity of this project willdouble to 600 MW, the company said inan announcement. The company is alsohoping to commission the first 660MWunit at its Sasan UMPP by December.

An investment of over Rs 3,600 crorehas been made in the Butibori thermalplant. Power generated will mainly bedistributed to industrial as well asdistribution utilities in Maharashtra. TheBoiler light up for the second unit of theplant has been done in 22 months fromstart of boiler erection.

L&T CONSTRUCTIONBAGS RS 1,439 CRORDERSEngineering major Larsen & Toubro(L&T) today said its constructionarm has bagged orders worth Rs1,439 crore.

L&T Construction has baggedthe contract in its buildings andfactories segment, the companysaid in a statement.

The order involves design andconstruction of major residentialbuilding projects in the nationalcapital region, it said.

VEDANTA SET TO SOURCEBAUXITE FROM GMDCOpening of tender by state ownedGujarat Mineral DevelopmentCorporation (GMDC) for sale of92,174 tonnes of bauxite hasinjected hope to Vedanta’s aluminarefinery at Lanjigarh in Kalahandidistrict that is staring at possibleshutdown on bauxite crunch.

“We will participate in the bid ofGMDC for sale of 92000 tonnes ofbauxite by submitting the tenderpapers on October 4, the last dateof participation”, said a top officialof Vedanta Aluminium Ltd (VAL), aunit of London-listed VedantaResources Plc.

BOMBAY HC APPROVESMERGER OF TECHMAHINDRA & MAHINDRASATYAMThe long awaited merger of TechMahindra and Mahindra Satyamseems to be nearing.

The Bombay High Court onFriday, Sptember 28, approved theamalgamation of Satyam ComputerServices, Venturbay Consultants,CanvasM, C&S SystemTechnologies and Mahidnra logisoftBusiness Solutions with TechMahindra.

The decision is subject toreceipt of an requisite approvalfrom the Andhra Pradesh HC.

Swaraj Baggonkar

Utility and commercial vehiclemanufacturer Mahindra &

Mahindra today announced plans ofcarrying out a price hike in the rangeof 0.5-1.5% across its entire portfolio inthe coming days.

The hike will be taken on account ofincrease in commodity prices and othercosts said a senior executive of thecompany. M&M joins the band of carmaking companies such as Maruti Suzuki,Renault, General Motors and Honda whohave already made similar price hikeannouncements recently.

While Honda said that it will chargecustomers 0.2-2.6% more from today onthe City, Brio and Jazz, Maruti and GM areyet to take a call on the quantum of hikeand the date of enforcing it.

GAIL signs gas purchase pactwith Gazprom

8

Price as on Oct 01, 12 Open interest % of Open interest

Close (cash) LTP (future) Shares `̀ crore Futures Call Put

Bajaj Auto 1810.40 1823.35 1081 195.73 93.42 3.94 2.64Bharti Airtel 265.05 266.60 21727 575.87 81.14 12.96 5.90BHEL 251.60 252.50 23338 587.18 83.00 10.37 6.63Cipla 378.90 381.45 11350 430.05 88.60 8.27 3.13Coal India 357.60 360.55 5898 210.91 89.86 6.99 3.15Dr Reddys Labs 1646.45 1652.95 1562 257.18 96.02 3.22 0.76GAIL 382.60 385.85 2344 89.68 95.35 2.90 1.75HDFC 768.95 774.75 10215 785.44 92.53 5.25 2.23HDFC Bank 622.85 627.60 10847 675.57 90.01 7.91 2.08Hero Honda 1880.55 1849.35 3622 681.16 90.03 6.65 3.32Hindalco 122.85 123.40 38776 476.36 73.94 16.69 9.37HUL 542.85 546.40 11625 631.06 75.50 13.12 11.38ICICI Bank 1050.65 1058.20 10849 1139.82 81.64 11.69 6.67Infosys Techn 2609.65 2603.25 4592 1198.32 75.56 14.45 9.99ITC 273.25 274.90 29663 810.54 83.29 6.32 10.38Jindal Steel 436.70 438.85 7504 327.68 90.52 4.29 5.18Larsen & Toubro 1606.70 1615.40 4522 726.59 73.65 16.95 9.40Mah & Mah 863.65 868.65 4843 418.22 92.17 4.88 2.94Maruti Suzuki 1358.00 1365.15 2607 354.00 91.02 5.60 3.38NTPC 170.15 170.80 14586 248.18 85.15 12.05 2.80ONGC 277.95 280.00 12867 357.64 88.35 8.91 2.74Reliance Ind 833.50 840.00 17246 1437.45 77.67 16.00 6.33SBI 2270.15 2283.65 8187 1858.52 58.48 21.02 20.50Sterlite Ind 100.65 101.10 42056 423.29 90.45 7.07 2.48Sun Pharma 693.15 698.20 3656 253.38 96.13 2.50 1.37Tata Motors 274.70 275.50 39489 1084.76 80.08 12.41 7.52Tata Power 106.05 106.80 14896 157.97 85.32 11.72 2.95Tata Steel 398.95 400.35 21541 859.38 76.20 17.21 6.59TCS 1302.95 1311.00 6094 793.95 81.10 13.02 5.88Wipro 382.70 385.95 3448 131.94 89.11 5.63 5.26

OPEN INTEREST BREAK-UP

MARKET POSITION

SECTOR WATCH

Sep 28, 12 Oct 01, 12 %Chg

SPOTNIFTY 5703.30 5718.80 0.27BANKNIFTY 11456.80 11420.45 -0.32CNXIT 6313.80 6435.40 1.93FUTURE(LTP)NIFTY 5729.55 5754.15 0.43BANKNIFTY 11513.75 11504.35 -0.08CNXIT 6310.85 6441.25 2.07

INDEX WATCHOpen Int as on Price as on

Sep 28, 12 Oct 01, 12 % chg Sep 28, 12 Oct 01, 12 % chg

TECH MAHINDRA 1283000 1754000 36.71 972.05 1025.55 5.50MPHASIS 369000 500000 35.50 402.40 413.70 2.81SYNDICATE BANK 2012000 2378000 18.19 108.75 112.75 3.68VIJAYA BANK 6668000 7556000 13.32 56.25 57.90 2.93JAIPRAKASH ASSO 47780000 53152000 11.24 82.25 85.95 4.50

OI CHANGE WITH RISE IN PRICE

Open Int as on Price as onSep 28, 12 Oct 01, 12 % chg Sep 28, 12 Oct 01, 12 % chg

NMDC 1106000 1300000 17.54 193.90 192.40 -0.77LIC HSG FIN 5102000 5724000 12.19 281.80 272.70 -3.23ACC 895500 999000 11.56 1470.05 1458.00 -0.82DLF 20614000 22524000 9.27 233.25 229.00 -1.82POWER FINANCE 7658000 8324000 8.70 188.95 187.60 -0.71

OI CHANGE WITH FALL IN PRICE

OI OUTLOOK

OI as on Oct 01, 12 %of MWp

HIGHESTSuzlon Energy 158424000 94.73

Welsp Guj Sr 21440000 90.63

IVRCL Infras 36392000 76.75

Punj Lloyd 31140000 74.64

United Spirits 13768500 73.36

Alok Inds 75030000 68.33

HDIL 33504000 63.83

Pantaloon Retai 13472000 61.83

LOWESTHind Zinc 1540000 0.52

Colgate 158000 1.19

Shriram Trn Fin 374000 1.54

Dabur India 1822000 1.67

NMDC 1324000 1.67

OI ‘000 % chg

TOP GRAINERTyres 14306 10.77Mining & Mineral products 14384 9.40Realty 116110 9.21Construction 158464 9.04IT - Software 27193 7.64Banks 155721 6.51Steel 83554 6.01Telecomm-Service 97536 5.96Retail 13472 5.14Diversified 30822 5.05Cement 20820 4.71Auto Ancillaries 1776 4.35TOP LOSERSMiscellaneous 4732 -3.35

Gas Distribution 9426 -3.00

Capital Goods - Electrical 188848 -2.04

Others 3241 -1.16

Shipping 4856 -0.65

9

KEY SUPPORT, RESISTANCE LEVELSBOLLINGER BANDS

STOCK S2 S1 CLOSE R1 R2 20-DMA 50-DMA 200-DMA LOWER END HIGHER END RSI

ACC LTD 585 589 594 599 603 593 639 775 542 644 47

AMBUJA CEM 1140 1147 1159 1171 1178 1158 1161 1059 1093 1222 52

AXIS BANK 857 863 872 881 887 943 1021 1184 816 1069 -36

BAJAJ AUTO 239 241 244 247 248 260 290 359 219 301 37

BANK OF BARODA 491 495 501 507 511 531 569 622 496 566 -38

BHEL 337 340 345 350 353 357 375 378 313 401 44

BPCL 317 319 323 326 328 311 304 314 295 326 60

BHARTI AIRTEL 325 327 329 331 332 329 309 308 323 334 -58

CAIRN INDIA 194 195 197 198 199 205 217 222 182 229 44

CIPLA 389 391 396 400 402 389 402 434 372 407 54

COAL INDIA 2459 2466 2478 2490 2497 2395 2396 2305 2300 2489 60

DLF 382 384 388 392 395 403 413 450 379 427 -39

DR. REDDY'S 439 441 444 447 449 440 458 466 408 471 51

HCL TECH 119 120 121 122 123 127 128 166 116 138 -43

HDFC BANK 414 416 419 422 424 395 378 327 376 414 73

HERO MOTOCORP 658 661 666 671 673 649 656 666 617 682 56

HINDALCO 720 724 730 736 739 723 794 953 651 794 48

HUL 80 81 82 84 85 88 92 82 75 100 39

HDFC 2716 2739 2776 2813 2835 2702 2739 2752 2606 2797 57

ICICI BANK 99 99 100 101 101 107 115 128 96 119 39

INFOSYS 203 204 205 206 207 201 204 195 194 207 57

ITC 54 54 55 56 56 61 67 76 51 71 37

JSPL 482 485 489 494 496 510 526 587 474 546 41

L&T 694 697 702 707 710 703 759 725 639 766 47

M&M 953 960 970 979 986 962 1018 1147 915 1009 -48

MARUTI SUZUKI 159 160 161 161 162 164 168 175 154 174 46

NTPC 260 261 263 264 265 260 264 274 246 274 52

ONGC 100 101 101 101 101 99 100 102 95 104 -53

RANBAXY LAB 802 806 813 819 823 870 915 1036 770 971 -36

RIL 394 397 401 406 408 416 458 487 372 460 -39

RELIANCE INFRA 246 248 251 254 256 273 311 460 224 321 36

SIEMENS 749 754 761 768 773 762 811 874 704 819 48

SBI 361 363 368 372 374 381 408 517 332 431 41

STERLITE IND 72 73 74 75 76 80 87 103 67 93 35

SUN PHARMA 640 645 653 661 666 680 753 843 624 736 -36

TCS 1645 1653 1666 1678 1686 1759 1806 2215 1555 1963 42

TATA MOTORS 80 80 81 81 82 81 94 126 74 89 43

TATA POWER 92 92 93 94 94 98 109 144 85 112 39

TATA STEEL 492 495 501 507 510 513 502 478 492 533 47

WIPRO 19 19 20 20 20 21 28 42 17 26 32

S1, S2, R1, R2 are support and resistance levels, look to buy near support, and sell near resistance levels; DMA = Daily Moving Average; Stocks where 20-DMA is higherthan 50-DMA are said to be in positive trend and vice versa; Bollinger Bands = Trading bands, stocks tend to bounce from lower end, and retrace from higher end. How-ever, in case of break-outs we see bigger rises, slides; RSI = Relative Strength Index, RSI above 70 is overbought while below 30 is oversold; + value strength on the backof rising RSI, and - value is vice versa;

TECHNICALS

BS TOP 200

10

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market CapClose (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

Aban Offsh 437.45 438.10 447.25 437.20 445.00 1.73 109677 6.79 572/320 1936

ABB 797.75 797.00 807.85 786.05 787.00 -1.35 8583 89.84 915/541 16677

ACC 1,469.20 1,470.00 1,485.00 1,448.05 1,456.10 -0.89 33709 23 1475/1077 27338

Adani Enter 201.00 201.00 202.40 195.20 198.25 -1.37 260649 13.08 552/152 21804

Adani Ports 127.35 129.00 129.00 124.20 125.30 -1.61 112078 18.7 170/105 25103

Adani Power 52.85 52.95 53.30 51.15 51.75 -2.08 368298 NA 97/37 11282

Adi Bir Nuvo 897.35 898.30 907.75 893.00 899.40 0.23 12192 11.3 1029/710 10210

Allahabad Bk 146.55 147.00 149.70 146.50 148.95 1.64 228366 3.79 211/103 7448

Alok Inds 12.62 12.65 12.96 12.65 12.87 1.98 4821396 2.97 24/11 1063

Ambuja Cem 201.95 202.75 210.10 202.25 209.85 3.91 475639 25.75 206/136 32316

Andhra Bank 112.55 112.55 114.75 112.50 114.00 1.29 65282 4.83 139/79 6379

AP Paper 340.10 341.85 351.40 336.50 345.80 1.68 79642 NA 373/120 1375

Apollo Tyres 92.45 93.45 94.80 91.85 92.15 -0.32 933547 21.89 102/52 4644

Arvind 79.85 80.25 83.45 80.10 82.20 2.94 545833 5.17 111/59 2121

Ashok Leyland 24.05 24.00 24.30 23.85 24.00 -0.21 453424 11.71 33/20 6386

Asian Paints 3,936.50 3,955.00 3,959.90 3,928.50 3,931.10 -0.14 4275 37.21 4170/2551 37707

Aurob Pharma 141.70 142.55 145.00 140.55 144.10 1.69 234987 NA 145/80 4195

Axis Bank 1,136.75 1,136.00 1,139.00 1,121.35 1,130.65 -0.54 136506 10.52 1309/785 46869

Bajaj Auto 1,832.50 1,837.00 1,837.00 1,807.50 1,812.25 -1.11 8600 17.41 1850/1410 52441

Bajaj Finsrv 870.75 875.00 898.00 872.00 891.50 2.38 50712 10.1 937/385 14187

Balram Chini 67.10 67.60 68.00 65.95 66.75 -0.52 540620 190.71 70/33 1631

Bank of Baroda 798.55 804.00 805.00 783.05 786.10 -1.56 50084 6.36 881/606 32534

Bank of India 310.40 313.25 314.25 307.50 309.90 -0.16 65928 5.84 408/254 17781

Bata India 979.55 984.65 984.70 967.00 970.60 -0.91 38202 38 986/492 6237

BF Utilities 401.55 403.70 415.90 403.50 413.45 2.96 174443 439.84 529/259 1557

BGR Energy 275.15 275.15 280.35 273.90 276.90 0.64 59889 9.65 374/173 1998

Bharat Forge 305.35 306.00 311.00 306.00 309.20 1.26 100967 19.46 347/231 7198

Bharti Airtel 264.85 265.50 267.60 262.55 265.25 0.15 200906 26.47 412/239 100729

BHEL 246.85 247.00 252.45 247.00 251.45 1.86 544905 8.61 344/195 61545

Bhushan Stl 496.90 497.75 504.40 497.75 499.15 0.45 63929 10.39 501/297 10599

Biocon 274.55 276.00 286.00 275.00 284.55 3.64 94118 16.39 363/208 5691

Bombay Dyng 492.10 497.75 502.00 485.25 490.00 -0.43 39061 28.24 593/312 2024

BPCL 346.35 352.00 355.00 350.00 351.40 1.46 49422 NA 395/230 25409

Cairn India 330.75 330.90 331.75 328.25 329.10 -0.50 270450 6.95 401/258 62816

Canara Bank 431.15 430.00 438.40 428.35 436.95 1.35 41923 5.81 566/306 19357

Central Bank 78.20 79.00 79.90 78.05 79.55 1.73 192457 9.96 112/62 5856

Century Tex 360.15 360.65 371.45 357.05 369.45 2.58 187219 5277.86 388/216 3437

CESC 331.45 331.70 343.40 331.70 338.90 2.25 59803 7.31 339/186 4234

Chambal Fert 73.80 74.25 75.15 73.20 74.25 0.61 159211 11.86 103/62 3090

Cipla 380.60 379.40 386.85 378.55 380.20 -0.11 178953 24.02 395/276 30526

Coal India 359.45 360.00 361.30 355.85 357.85 -0.45 153320 14.95 386/294 226031

Colgate 1,206.20 1,208.00 1,208.00 1,191.05 1,203.60 -0.22 8061 35.32 1264/932 16369

Coreedutec 326.95 326.00 330.00 325.00 327.45 0.15 46357 11.07 345/245 3715

Crompton Grv 126.20 126.95 127.25 124.00 125.45 -0.59 210750 21.19 175/102 8048

Cummins (I) 507.55 508.30 512.50 502.10 509.10 0.31 19363 23.73 518/322 14112

Dabur India 128.10 129.20 129.20 126.50 127.95 -0.12 68467 33.49 132/92 22300

Delta Corp 70.70 71.05 73.00 70.70 72.65 2.76 769422 34.27 106/52 1627

Dena Bank 105.85 106.50 109.50 104.30 108.95 2.93 557686 4.36 108/48 3814

Dish TV 82.50 82.85 83.60 81.10 82.05 -0.55 265469 NA 85/52 8734

Divis Lab 1,080.10 1,090.00 1,124.85 1,084.70 1,122.00 3.88 24925 24.39 1201/695 14895

11

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

DLF 233.80 235.05 235.60 226.80 228.90 -2.10 1180623 34.27 261/170 38880

Dr Reddys 1,647.40 1,656.00 1,656.00 1,639.80 1,645.35 -0.12 24682 18.63 1818/1444 27941

Educomp Sol 160.75 160.75 165.00 160.75 162.95 1.37 218278 18.75 285/128 1946

Exide Ind 153.35 154.50 154.75 151.80 153.40 0.03 138011 29 157/99 13039

Federal Bank 445.75 445.10 451.35 445.10 449.70 0.89 9102 9.37 480/322 7692

Finan Techno 974.70 976.00 987.80 967.25 971.80 -0.30 92774 8.7 979/518 4480

GAIL 383.05 382.00 387.20 381.55 384.15 0.29 24884 12.81 445/303 48729

Gitanjali Gm 347.75 349.40 349.70 344.50 345.40 -0.68 208042 6.2 443/286 3180

Glenmark 421.90 422.00 425.70 414.50 418.30 -0.85 38037 34.26 450/265 11323

GMR Infra 24.75 24.50 25.00 24.00 24.85 0.40 595686 NA 34/18 9673

Godrej Cons 667.75 669.00 688.00 663.05 677.00 1.39 5805 37.28 702/370 23038

Godrej Ind 286.65 286.95 289.15 283.60 287.35 0.24 50463 36.79 299/168 9626

Grasim Ind 3,315.40 3,300.00 3,410.00 3,289.00 3,396.45 2.44 11754 11.92 3347/2208 31159

GS Gold ETF 2,993.88 2,990.50 2,996.00 2,971.01 2,974.00 -0.66 9309 NA 3118/2099 0

Guj Fluoro 384.10 387.50 398.85 382.00 390.55 1.68 24356 9.95 561/317 4292

Guj Petronet 80.65 81.25 81.65 80.50 80.85 0.25 128226 8.92 107/62 4549

GVK Power 14.61 14.70 14.80 14.42 14.72 0.75 2126293 NA 20/10 2325

Havells I 624.80 629.15 631.05 622.00 624.60 -0.03 11209 24.3 640/335 7794

HCL Techno 577.30 576.80 584.35 572.00 581.90 0.80 25220 20.71 595/374 40384

HDFC 772.90 774.00 774.00 765.45 768.90 -0.52 35345 27.65 785/601 118326

HDFC Bank 628.70 630.00 632.20 620.10 623.20 -0.87 224157 26.74 639/400 147057

HDIL 97.65 97.90 100.80 97.15 100.35 2.77 3857364 13.96 135/52 4205

Hero MotoCorp 1,879.30 1,890.00 1,906.10 1,873.00 1,881.20 0.10 27916 15.42 2279/1703 37568

Hexaware Tch 121.80 121.90 124.60 120.90 121.90 0.08 316949 10.93 142/73 3613

Hind Zinc 135.45 136.20 136.35 133.65 134.35 -0.81 64387 10.12 150/107 56767

Hindalco 120.50 120.80 123.30 119.00 122.70 1.83 966166 11.64 165/100 23491

HPCL 307.25 309.50 313.00 306.25 312.15 1.59 50259 NA 385/239 10570

HUL 544.55 545.00 546.00 542.10 542.65 -0.35 46376 43.07 554/319 120197

ICICI Bank 1,057.25 1,058.00 1,060.00 1,045.85 1,050.60 -0.63 318021 17.43 1087/641 121132

IDBI Bank 100.05 100.50 102.50 99.70 102.15 2.10 448540 6.15 122/77 13059

Idea Cellular 85.35 84.70 85.95 83.45 84.10 -1.46 81555 35.64 103/71 27844

IDFC 154.45 154.50 156.50 151.50 154.70 0.16 679978 14.44 162/90 23411

IFCI 30.90 30.90 31.65 30.85 31.10 0.65 1649659 3.67 49/20 2295

Ind Ove Bank 78.35 78.00 82.00 78.00 81.65 4.21 376075 6.03 119/66 6508

India Cement 94.95 95.00 99.75 95.00 97.60 2.79 285654 11.84 119/65 2998

Indiab Fin 213.90 215.30 224.70 212.60 223.70 4.58 563884 6.69 257/117 6981

Indiab Real 57.65 58.00 59.00 57.30 58.70 1.82 977421 14.6 84/40 2552

Indian Hotel 67.25 68.00 70.00 67.75 68.15 1.34 247054 43.13 80/51 5503

Indraprst Gs 264.90 265.05 269.45 263.50 265.45 0.21 95406 11.94 439/170 3716

IndusInd Bank 353.80 356.00 364.90 354.85 362.80 2.54 45805 19.84 356/222 17035

Infosys 2,534.00 2,548.10 2,620.00 2,548.10 2,609.10 2.96 71504 16.87 2990/2102 149825

IOC 250.55 251.00 254.80 250.60 252.60 0.82 21501 NA 323/239 61330

IRB Infra 152.00 150.50 155.00 150.50 154.30 1.51 309299 10.18 210/100 5128

ITC 271.90 270.55 274.90 270.55 273.45 0.57 360733 33.39 273/189 214831

IVRCL 46.45 46.90 48.95 46.35 48.55 4.52 1164170 107.89 75/27 1490

Jai Corp 62.95 63.35 63.40 62.00 62.45 -0.79 530883 11.63 117/46 1115

Jain Irrig 69.75 70.00 70.80 69.20 70.10 0.50 464139 16.77 148/60 2840

Jet Airways 345.55 348.00 350.85 342.70 345.85 0.09 282335 NA 411/167 2986

Jindal Steel 427.50 430.10 440.00 423.40 435.75 1.93 363764 11.9 663/321 40734

JP Associat 82.20 82.45 86.50 82.45 86.00 4.62 2239238 24.16 89/50 18287

BS TOP 200

12

JP Power 35.20 35.30 35.50 34.10 35.35 0.43 108964 17.94 50/25 9279

JSW Energy 60.80 60.90 61.35 59.70 60.65 -0.25 253059 263.7 77/36 9947

JSW Holdings 635.85 639.50 644.40 630.60 635.70 -0.02 81481 25.2 1092/356 706

JSW Steel 756.75 764.50 764.50 731.20 735.95 -2.75 331562 160.69 885/464 16421

Jubilant Fd 1,372.60 1,370.10 1,382.35 1,342.50 1,349.70 -1.67 73208 76.6 1397/633 8793

Karnataka Bk 109.05 110.90 111.90 108.00 110.90 1.70 971731 7.47 112/64 2088

Kingfisher 16.12 15.35 15.35 15.35 15.35 -4.78 316720 NA 31/7 1241

Kotak Mah Bank 647.90 650.00 651.80 639.35 645.15 -0.42 32201 25.79 650/418 47954

L & T 1,596.75 1,592.00 1,608.50 1,581.50 1,604.80 0.50 141956 21.54 1619/971 98503

Lanco Infra 15.10 15.25 15.35 14.95 15.05 -0.33 2430932 NA 25/9 3624

LIC Hsg Fin 281.80 282.10 282.60 270.65 273.30 -3.02 342741 15.57 290/206 13792

Liquid Sach 999.99 999.99 1,000.01 999.99 999.99 0.00 29304 NA 1004/950 0

Lupin 596.30 600.05 604.10 594.80 598.85 0.43 56295 28.54 632/410 26769

Mah & Mah 864.50 864.50 871.70 859.45 863.45 -0.12 72101 17.67 875/622 53014

Mahi Satyam 110.75 110.70 116.40 110.65 114.30 3.21 2889514 9.38 112/62 13452

Maruti Suzuki 1,349.90 1,355.50 1,381.95 1,350.00 1,357.05 0.53 85486 25.97 1428/906 39208

Mcleod Russl 323.65 323.50 329.95 321.75 328.60 1.53 16673 17.78 345/166 3597

MCX 1,284.15 1,288.90 1,294.40 1,276.65 1,282.75 -0.11 15407 NA 1426/838 6542

MMTC 760.65 765.00 768.30 758.30 761.05 0.05 25205 2624.31 1009/439 76105

MphasiS 402.25 402.00 418.90 400.15 414.95 3.16 31826 11.38 439/277 8720

MRF 10,273.45 10,310.5510,340.00 10,225.00 10,241.85 -0.31 702 5.41 11570/6330 4343

MTNL 32.45 32.50 32.85 31.50 31.85 -1.85 964435 NA 45/21 2007

NCC 46.95 48.40 49.40 47.45 48.75 3.83 547091 42.76 67/28 1251

Nestle India 4,374.35 4,429.95 4,443.80 4,407.00 4,438.00 1.46 1816 42.21 5024/3930 42791

NHPC 19.35 19.35 19.90 19.25 19.80 2.33 1306211 9.21 25/15 24355

NMDC 193.80 195.90 199.00 192.00 192.70 -0.57 56372 10.37 255/136 76400

NTPC 167.85 168.00 170.80 167.50 169.90 1.22 189759 14.52 190/139 140090

OMDC 45,379.50 45,380.0045,800.00 44,901.05 45,181.45 -0.44 429 909.63 60392/25550 2711

Onelife Cap 717.20 720.00 749.80 720.00 742.60 3.54 93896 NA 776/114 992

ONGC 280.40 279.20 280.85 277.10 278.05 -0.84 124987 8.78 304/240 237885

OnMobile Glb 47.65 48.15 48.45 45.65 47.00 -1.36 1097881 6.77 84/29 541

Opto Circuit 129.65 130.00 131.55 128.20 129.55 -0.08 149964 5.29 225/115 3139

Oracle Fin 3,011.00 3,029.90 3,122.00 3,029.90 3,103.05 3.06 13749 20.94 3066/1738 26066

Orchid Chem 112.10 113.20 115.20 112.60 114.20 1.87 270018 NA 197/101 805

Oriental Bank 301.60 305.00 305.00 295.00 297.00 -1.53 35739 7.35 324/190 8665

Pantloon Retail 213.60 207.10 214.00 207.10 210.65 -1.38 836504 17.11 239/125 4878

Petronet LNG 157.75 158.70 161.75 158.05 160.80 1.93 622081 11.25 180/122 12060

Pipavav Defence 78.30 78.10 79.15 78.10 78.80 0.64 800911 437.78 88/51 5525

Piramal Entp 463.35 467.00 471.00 461.05 463.70 0.08 4115 303.07 563/340 8001

PNB 839.70 837.00 843.70 829.25 833.00 -0.80 74320 5.62 1091/659 28254

Power Fin 188.65 189.05 190.00 185.15 187.85 -0.42 226421 7.48 224/131 24796

Power Grid 120.35 120.05 121.00 118.90 120.10 -0.21 142019 16.25 124/95 55603

PTC India 70.75 71.00 71.45 69.90 70.25 -0.71 121463 20.66 76/38 2072

Punj Lloyd 54.60 54.75 56.00 54.20 55.65 1.92 574140 20.38 66/37 1848

Ranbaxy Labs 529.55 528.00 542.00 527.00 539.30 1.84 146687 NA 578/367 22772

Raymond 393.15 394.50 395.00 390.25 393.30 0.04 53478 205.92 439/300 2414

Rel Ind Infra 436.95 439.70 441.75 434.10 438.10 0.26 69438 28.23 565/272 662

Reliance Cap 431.20 431.00 448.45 427.00 444.20 3.01 1133534 23.32 482/226 10911

Reliance Com 64.75 64.90 65.25 63.20 63.45 -2.01 1940518 14.04 110/47 13096

Reliance Ind 836.70 840.80 842.50 830.00 834.55 -0.26 324540 14.32 902/671 270034

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

Reliance Infra 538.70 537.40 555.15 531.15 553.50 2.75 641358 7.67 680/328 14556

Reliance Power 98.05 98.10 99.50 96.50 98.55 0.51 1713114 30.42 139/69 27645

Renuka Sugar 36.05 36.50 37.00 36.15 36.75 1.94 933802 NA 67/23 2467

Rural Elect 218.15 220.00 221.00 213.20 214.55 -1.65 218300 6.99 251/142 21186

SAIL 85.45 86.50 87.95 85.85 86.25 0.94 533395 10.48 117/73 35626

SBI 2,237.90 2,240.00 2,278.00 2,239.50 2,269.30 1.40 388757 8.6 2475/1576 152279

Sesa Goa 171.45 173.00 174.90 170.30 173.35 1.11 530488 5.35 270/149 15066

Shipping Crp 59.35 59.60 60.25 58.45 59.35 0.00 246419 NA 85/47 2765

Shriram TrFn 618.85 621.95 632.50 619.00 622.60 0.61 27352 11.44 680/416 14093

Siemens 708.80 709.00 712.55 699.00 709.90 0.16 13970 40.99 872/627 24158

Sintex Ind 66.70 66.50 67.25 65.50 66.10 -0.90 410556 6.97 141/50 1805

SKS Microfin 129.80 130.10 133.00 127.55 129.70 -0.08 63483 NA 277/54 1403

South Ind Bk 22.70 22.85 23.20 22.75 23.10 1.76 394883 6.98 28/20 3085

Spicejet 37.10 37.35 38.25 37.05 37.85 2.02 3463982 NA 41/15 1833

Sterlite Ind 99.35 99.95 100.90 98.15 100.55 1.21 644103 7.7 138/86 33797

Strides Arcb 883.10 892.75 909.95 885.55 892.40 1.05 37657 6.19 958/330 5242

Sun Pharma 693.30 696.00 702.00 689.75 692.60 -0.10 63094 24.89 698/448 71726

Sun TV Net 349.40 350.60 361.00 349.50 358.45 2.59 84611 21.04 362/177 14126

Suzlon Energy 17.76 17.95 18.10 17.45 17.95 1.07 3006879 NA 39/15 3190

Syndicate Bank 108.20 109.95 113.45 108.50 112.90 4.34 257462 4.82 121/67 6796

Tata Chem 320.45 322.90 323.00 319.60 321.80 0.42 479669 11 375/288 8198

Tata Coffee 1,004.65 1,007.00 1,036.00 1,001.05 1,033.10 2.83 62057 20.08 1029/711 1930

Tata Comm 243.40 242.00 245.10 241.50 242.70 -0.29 8153 NA 266/176 6917

Tata Global 142.80 145.00 149.80 143.00 145.35 1.79 1138483 32.96 144/80 8988

Tata Mot-DVR 112.20 552.00 563.00 543.00 112.20 0.00 0 NA 190/81 0

Tata Motors 267.45 267.30 276.20 267.30 274.55 2.65 1252478 6.36 321/145 87572

Tata Power 106.95 106.00 106.90 105.00 105.95 -0.94 353950 NA 122/81 25143

Tata Steel 400.75 402.00 402.80 393.10 398.85 -0.47 910676 60.43 501/332 38737

TCS 1,294.00 1,298.00 1,309.95 1,295.60 1,302.60 0.66 83354 22.53 1438/1015 254945

Tech Mahindra 971.80 972.00 1,043.00 972.00 1,019.60 4.92 260465 11.24 980/524 13014

Titan Ind 261.55 261.90 264.90 258.75 261.65 0.04 251701 37.92 263/154 23229

TTK Prestige 3,732.05 3,700.00 3,779.70 3,632.00 3,695.80 -0.97 14141 35.25 3967/2151 4184

Tulip Tele 46.40 48.70 48.70 44.10 44.10 -4.96 2800349 1.84 163/42 639

UCO Bank 76.90 77.05 80.05 76.45 79.50 3.38 357311 4.48 95/45 5284

UltraTech 1,967.55 1,960.00 2,024.65 1,960.00 2,019.65 2.65 34784 21.78 2005/1057 55359

Union Bank 207.65 209.00 209.30 205.90 207.35 -0.14 46408 6.22 274/150 11416

Unitech 24.30 24.50 24.90 24.15 24.75 1.85 1326542 33 38/17 6475

United Brew 653.10 659.00 669.35 646.55 654.55 0.22 155489 112.27 734/340 17306

United Brw 133.85 134.00 145.80 134.00 142.05 6.13 2013772 132.76 156/54 949

United Phos 131.25 131.65 132.70 128.85 131.60 0.27 66902 10.43 169/105 5988

United Spirt 1,218.05 1,260.00 1,260.00 1,222.00 1,239.50 1.76 632790 46.32 1295/450 16211

V Guard Inds 395.70 399.45 399.45 388.90 390.45 -1.33 12704 19.72 457/141 1165

Vijaya Bank 56.20 56.20 58.25 55.70 57.90 3.02 537373 4.63 69/44 2869

VIP Ind 92.30 93.00 93.40 90.45 91.40 -0.98 288836 24.57 195/69 1291

Voltas 124.60 123.90 124.75 121.70 122.05 -2.05 285018 36.87 139/72 4039

Welspun Corp 101.40 102.15 102.85 100.00 100.90 -0.49 129603 18.11 157/65 2298

Wipro 381.30 380.00 386.00 377.25 383.50 0.58 65177 16.23 453/324 94412

Wockhardt 1,292.75 1,294.90 1,318.00 1,285.60 1,285.60 -0.55 46874 26.71 1438/251 14070

Yes Bank 382.20 382.00 395.00 382.00 393.90 3.06 277762 13.35 389/231 14027

Zee Enter 195.65 196.20 199.80 196.00 197.20 0.79 260174 30.67 202/110 18813

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

13Disclaimer: The Smart Investor gives an unbiased and competent picture of investment opportunities. However, prices can move up or down due to unforeseen circumstances. Therefore, The Smart Investor does not take any responsibility for investment decisions taken by readers on the basis of information provided herein. EDITOR: A K BHATTACHARYA

14

STOCK REPORTRECOVERY FROM INTRADAY LOWS

Ricoh India 68.77 82.40 4.97

Rasoya Proteins 64.04 39.90 5.00

Hind.Dorr-Oliver 39.08 27.50 4.96

IVRCL 38.11 48.55 4.52

Ashapura Minech. 32.88 28.00 4.87

Sterlite Tech. 23.65 33.85 7.80

Aries Agro 20.67 64.60 19.96

Rel. Chemotex 13.83 47.70 4.95

Bilpower 13.66 45.40 4.85

Jai Balaji Inds. 8.86 38.20 4.95

Mahindra Comp 7.46 49.25 9.93

ARSS Infra 7.29 64.20 7.09

Fineotex Chem 7.20 27.25 9.88

Pioneer Distil. 6.91 40.80 4.88

Control Print 6.34 61.60 4.85

Indiabulls Fin. 5.97 223.70 4.58

West Coast Paper 5.45 70.15 7.18

Punjab Alkalies 4.59 32.60 9.95

Hotel Leela Ven. 4.56 33.25 7.95

KRBL 4.38 25.85 4.44

India Infoline 3.55 61.25 6.24

JP Associates 3.03 86.00 4.62

Deep Industries 2.98 46.60 7.50

MSR India 2.53 84.30 4.98

Texmaco Rail 2.46 62.85 7.90

Kanchan Intl. 2.15 40.15 4.97

Pentokey Organy 2.05 28.35 5.00

Heidelberg Cem. 1.78 51.10 4.93

ONLY BUYERSFALL FROM INTRADAY HIGHS

(RRss CR) FII DIIDate Buy Sales Net Buy Sales Net28-SEP-12 3987.75 2757.40 1230.35 1412.26 2091.32 -679.0627-SEP-12 5509.53 5109.79 399.74 1496.19 1944.06 -447.8726-SEP-12 3601.00 2912.51 688.49 1315.80 2011.70 -695.9025-SEP-12 8586.00 2740.42 5845.58 1058.36 2432.47 -1374.1124-SEP-12 4500.86 2905.14 1595.72 1366.46 2522.91 -1156.45

FII & DII TURNOVER (BSE + NSE)

Volumes in ‘000

Company Price (Rs) Today Avg 5 days % Chg

TIL 226.65 170.0 3.0 5632

Jindal Photo 150.25 639.2 14.7 4257

Jindal Drilling 309.60 138.1 4.9 2715

PVR 216.40 1,012.1 38.6 2520

Jindal Poly Film 201.55 1,306.5 56.5 2214

VST Inds. 1,787.75 38.9 1.8 2086

Suryalak. Cott. 75.00 42.6 2.1 1949

Inox Leisure 68.65 1,376.9 81.0 1600

Asian Hotels (N) 197.85 18.2 1.1 1507

Shekhawati Poly. 36.10 48.2 3.3 1383

Aries Agro 62.90 392.9 26.9 1360

VOLUME SHOCKERS

Company Qty‘000 Price (Rs) Chg (%) Company Qty‘000 Price (Rs) Chg (%)

Acclaim Indus. 195.08 25.80 -4.97

Tulip Telecom 111.72 44.10 -4.96

Parichay Invest. 59.05 73.85 -4.96

Cubical Finan 15.40 58.70 -4.94

Osian Inds. 4.52 101.65 -4.96

Man Inds. 3.21 215.70 -4.98

Kavveri Telecom 2.76 138.60 -4.97

Suryanagri Finl. 2.30 47.45 -4.91

Baroda Extrusion 1.47 57.95 -4.92

Vas Infra. 0.90 26.80 -4.96

Arcuttipore Tea 0.50 25.45 -4.82

Prism Infor. 0.50 29.45 -4.85

Indus Finance 0.30 50.55 -4.98

Fenoplast 0.25 31.40 -4.85

Hester Bios 0.25 89.80 -4.97

Supreme Holdings 0.22 30.45 -4.84

Rajratan Global 0.20 118.80 -4.96

FE (India) 0.20 42.50 -4.92

Avanti Feeds 0.19 191.45 -4.80

Alang Indl.Gas. 0.18 45.65 -4.99

7Seas Enter. 0.17 26.15 -4.91

Dhruv Estates 0.14 25.85 -4.96

Oripro 0.13 41.55 -4.92

Unno Industries 0.10 96.00 -4.95

VKS Projects 0.09 73.10 -4.94

S P Capital Fin. 0.03 86.45 -14.11

Tuni Text. Mills 0.03 230.00 -6.06

Zenith Exports 0.03 46.50 -4.91

ONLY SELLERSCompany Qty‘000 Price (Rs) Chg (%) Company Qty‘000 Price (Rs) Chg (%)

Company High Low Close % Chg

Amrit Corp 300.00 240.00 300.00 25.00

Venky`s (India) 566.00 452.00 552.15 22.16

White Diam. Ind. 27.50 22.35 27.00 20.81

S Mobility 44.95 35.25 42.50 20.57

Ruby Mills 833.15 698.00 833.15 19.36

Aries Agro 64.60 54.25 64.60 19.08

Victoria Mills 2,870.00 2,415.00 2,847.75 17.92

Forbes & Co 974.00 825.00 966.60 17.16

Regency Hospital 49.00 40.00 46.70 16.75

Sharp India 36.40 30.00 34.90 16.33

Sarla Performanc 129.95 112.00 129.95 16.03

Jindal Drilling 316.40 268.00 310.85 15.99

Akar Tools 29.95 24.05 27.75 15.38

Intec Capital 66.95 57.65 65.95 14.40

Jindal Photo 151.40 131.90 149.55 13.38

Company High Low Close % Chg

Acrysil 106.10 83.05 89.00 -16.12

Hasti Finance 63.70 52.60 54.85 -13.89

S P Capital Fin. 100.00 82.05 86.45 -13.55

Amrit Banaspati 170.00 142.90 149.20 -12.24

Blue Circle Ser. 85.00 74.70 75.25 -11.47

Rane Engine Val. 210.00 183.70 186.05 -11.40

Rajvir Inds. 87.25 77.00 77.35 -11.35

Indian Terrain 69.95 58.20 62.30 -10.94

Cura Tech. 41.40 35.05 36.95 -10.75

Aro Granite Inds 36.45 32.55 32.65 -10.43

Filatex India 36.50 30.50 32.70 -10.41

Money Mat.Fin. 99.40 85.20 89.50 -9.96

Man Inds. 238.35 215.70 215.70 -9.50

Jolly Board 343.50 297.05 311.00 -9.46

Tulip Telecom 48.70 44.10 44.10 -9.45

Name Ex-Date Purpose Rs.

MOTHERSONS S OCT 03, 12 BONUS 1:2 -BILPOWER OCT 04, 12 BONUS 1:1 -RELIANCE CAP OCT 04, 12 DIVIDEND INTERIM, SPECIAL 5.00GUJ GAS OCT 08, 12 DIVIDEND INTERIM -SHREE CEMENT OCT 08, 12 AGM, DIVIDEND 8.00INFOSYS OCT 18, 12 DIVIDEND INTERIM -HCL TECHNO OCT 19, 12 DIVIDEND 4.00OMDC OCT 29, 12 FV SPLT RS.10/- TO RE.1/- -

FORTHCOMING CORPORATE ACTIONS

ACC 1,458.00 -12.05 -0.82Ambuja Cem. 209.50 7.50 3.71Asian Paints 3,939.65 4.85 0.12Axis Bank 1,130.70 -5.30 -0.47B H E L 251.60 4.65 1.88B P C L 351.50 2.80 0.80Bajaj Auto 1,810.40 -19.70 -1.08Bank of Baroda 784.65 -13.15 -1.65Bharti Airtel 265.05 -0.40 -0.15Cairn India 329.00 -2.05 -0.62Cipla 378.90 -1.20 -0.32Coal India 357.60 -1.35 -0.38DLF 229.00 -4.25 -1.82Dr Reddy`s Labs 1,646.45 0.80 0.05GAIL (India) 382.60 -0.15 -0.04Grasim Inds 3,393.90 79.65 2.40H D F C 768.95 -5.45 -0.70HCL Technologies 581.15 3.70 0.64HDFC Bank 622.85 -6.30 -1.00Hero Motocorp 1,880.55 0.25 0.01Hind. Unilever 542.85 -3.00 -0.55Hindalco Inds. 122.85 2.15 1.78I D F C 154.70 0.25 0.16ICICI Bank 1,050.65 -8.15 -0.77ITC 273.25 0.85 0.31Infosys 2,609.65 74.70 2.95JP Associates 85.95 3.70 4.50Jindal Steel 436.70 9.55 2.24Kotak Mah. Bank 645.10 -3.65 -0.56Larsen & Toubro 1,606.70 9.90 0.62M & M 863.65 -1.05 -0.12Maruti Suzuki 1,358.00 7.40 0.55NTPC 170.15 2.05 1.22O N G C 277.95 -2.90 -1.03Power Grid Corpn 120.05 -0.45 -0.37Punjab Natl.Bank 831.70 -8.60 -1.02Ranbaxy Labs. 539.60 9.85 1.86Reliance Inds. 833.50 -3.70 -0.44Reliance Infra. 553.15 15.55 2.89S A I L 86.10 0.65 0.76Sesa Goa 173.35 2.15 1.26Siemens 709.95 0.90 0.13St Bk of India 2,270.15 29.55 1.32Sterlite Inds. 100.65 1.10 1.11Sun Pharma.Inds. 693.15 -2.40 -0.35TCS 1,302.95 7.05 0.54Tata Motors 274.70 7.15 2.67Tata Power Co. 106.05 -0.90 -0.84Tata Steel 398.95 -1.95 -0.49Wipro 382.70 1.65 0.43

S&P CNX NIFTY MOVERSAdv Adv as % Decl Decl as % Unch Unch as % Total

Group of Total of Total of TotalA 126 62.38 75 37.13 1 0.5 202B 1362 60.56 794 35.3 93 4.14 2249E 4 25 11 68.75 1 6.25 16T 313 55.5 217 38.48 34 6.03 564Z 0 0 2 100 0 0 2TOTAL 1805 0 1102 0 130 0 3037

ADVANCES/DECLINES

52-WEEK HIGHS

15

Company Close (Rs) Chg (Rs) Chg (%)

Cognizant Tech 69.89 1.17 1.70Dr Reddy’s Lab 30.86 0.59 1.95HDFC Bank 37.58 0.24 0.64ICICI Bank 40.14 0.25 0.63Infosys Tech 48.54 0.81 1.70MTNL 1.19 -0.04 -3.25Patni Computer 19.52 -0.07 -0.36Rediff.com 3.79 0.34 9.86Satyam Infoway 2.30 0.12 5.50Tata Motors 25.68 1.01 4.09Wipro 8.95 0.04 0.45* Over prev close As on Sep 28, 12

ADR PRICESCompany Close ($) Chg Chg (%)

BSE 500 7,241.46

BSE Cons Durable 6,959.34

BSE Mid-Cap 6,665.85

BSE FMCG Sector 5,531.26

Shree Cement 4,083.85

Grasim Inds 3,396.45

Oracle Fin.Serv. 3,103.05

UltraTech Cem. 2,019.65

BSE Greenex 1,565.50

ACC 1,456.10

BSETASIS Shariah 1,220.48

Bajaj Fin. 1,190.80

CMC 1,165.85

Tata Coffee 1,033.10

Tech Mahindra 1,019.60

Financial Tech. 971.80

Forbes & Co 966.60

M & M Financial 885.45

Apollo Hospitals 765.40

Advanta India 746.80

Sun Pharma.Inds. 692.60

Kotak Mah. Bank 645.15

Inani Marbles 523.00

Hil Ltd 509.40

Bhushan Steel 499.15

Ipca Labs. 467.45

Hinduja Ventures 438.25

Persistent Sys 432.95

ING Vysya Bank 403.70

Mahindra Life. 394.75

Yes Bank 393.90

Atul 373.60

IndusInd Bank 362.80

CESC 338.90

Siyaram Silk 314.65

Sulabh Engineers 314.55

CCL Products 296.00

Presha Metall. 295.00

ITC 273.45

Claris Lifescien 265.80

Titan Inds. 261.65

Deccan Cements 251.10

Star Delta Trans 251.00

Hathway Cable 233.40

Motherson Sumi 229.20

Max India 219.35

GRUH Finance 218.05

PVR 217.65

Man Inds. 215.70

Everest Inds. 213.60

Pidilite Inds. 211.75

Minda Inds. 211.60

Ambuja Cem. 209.85

Madras Cement 191.95

Deepak Nitrite 185.10

Den Networks 182.15

Tube Investments 178.40

Dalmia Bhar.Ent. 168.50

Mangalam Cement 163.85

Future Capital 157.65

T B Z 146.60

Tata Global 145.35

Aurobindo Pharma 144.10

La Opala RG 141.20

Infinite Comp 137.90

Sarla Performanc 129.95

Thirumalai Chem. 128.30

SVP Global 121.50

Roto Pumps 117.00

Satyam Computer 114.30

JK Lakshmi Cem. 113.60

Confidene Trdg 112.05

NBCC 109.40

Dena Bank 108.95

Liberty Phosphat 102.95

Company Price (Rs) Company Price (Rs) Company Price (Rs)

52-WEEK LOWS

Intellivate Capi 79.55

Alang Indl.Gas. 45.65

Photon Capital 33.30

OCL Iron & Steel 32.45

Shelter Infra 26.90

Dinesh Allorga 26.05

Phaarmasia 25.80

Chambal Brewer 25.70

Ecoplast 24.90

Toheal Pharmach. 22.10

Popular Estate 20.10

Poona Dal & Oil 17.30

Trimurthi Drugs 13.20

Upasana Finance 12.43

Golkunda Diamond 11.99

Raasi Enterprise 11.75

Cosboard Inds. 10.55

J J Exporters 10.47

Emporis Proj. 10.30

B Nanji Enterps. 10.07

Gee El Woollens 9.10

Cybele Inds. 9.08

SRM Ener 8.80

P.G. Industry 8.25

Nilchem Inds. 8.01

Shreeyash Indus. 7.99

Rajdarshan Inds 7.28

Bridge Securitie 6.95

Iykot Hitech 6.66

Fact Enterprise 6.59

Company Price (Rs) Company Price (Rs) Company Price (Rs)

16

STOCK REPORTBSECompany Client Name Buy/Sell Quantity Price(Rs) Amt(CR)

Renuka Sugar Swiss Finance Corporation (Mauritius) Ltd Buy 3958751 36.25 14.35

Renuka Sugar Morgan Stanley Asia (Singapore) Pte Sell 3860990 36.25 14.00

Tulip Tele J P Morgan Sec Ltd Buy 1745188 42.01 7.33

Chromatic Quadeye Securities Pvt Ltd Buy 663448 95.54 6.34

Chromatic Quadeye Securities Pvt Ltd Sell 663448 95.44 6.33

Chromatic Sumat Prakash Jain Huf Sell 498116 95.53 4.76

Chromatic Sumat Prakash Jain Huf Buy 498116 95.43 4.75

ARSS Infra Crosseas Capital Services Private Ltd Sell 358869 57.91 2.08

ARSS Infra Crosseas Capital Services Private Ltd Buy 358869 57.36 2.06

Pradip Over Park Habitats Private Ltd Buy 232730 82.03 1.91

Inventure Growt Pravin Nanji Gala Sell 1120000 14.00 1.57

Crest Animtn Heena Ullash Shah Buy 526274 27.79 1.46

ARSS Infra A K G Securities And Consultancy Ltd Sell 249305 58.65 1.46

ARSS Infra A K G Securities And Consultancy Ltd Buy 249305 58.57 1.46

Crest Animtn Heena Ullash Shah Sell 526274 27.25 1.43

Divine Multimed Dst Value Realty Private Ltd Buy 350000 32.25 1.13

Aarey Drugs Ridhisidhi Financial Advisory Private Ltd Buy 202023 51.07 1.03

Inventure Growt Vinod Kanji Shah Sell 720000 14.20 1.02

Bafna Pharma Niraj Rajnikant Shah Buy 214622 44.56 0.96

Mafatlal Ind Navlekh Investment Ltd Sell 82171 115.00 0.94

Inventure Growt Jayshree N Rita Buy 663760 14.00 0.93

Inventure Growt Vaibhav Nagji Rita Buy 621000 14.20 0.88

ARSS Infra Quadeye Securities Pvt Ltd Sell 136033 57.96 0.79

ARSS Infra Quadeye Securities Pvt Ltd Buy 136033 57.91 0.79

Softsol Ind Softsol India Ltd Buy 120300 64.00 0.77

Suryavnsh Sp Suryavanshi Industries Ltd Sell 601354 11.25 0.68

Suryavnsh Sp Agarwal Rajendra Kumar Buy 601354 11.25 0.68

Aarey Drugs Deepika Jasmin Shah Sell 134781 50.19 0.68

Bafna Pharma Mehul Madhusudan Shah Sell 150000 45.00 0.68

Inventure Growt Asha Manish Darji Buy 450000 14.18 0.64

Transgene B Persistent Commodities Tradlink Private Ltd Buy 521800 10.50 0.55

ARSS Infra Naman Securities & Finance Pvt. Ltd Buy 91971 59.21 0.54

ARSS Infra Khimraj Sonajee Bagrecha Buy 94757 57.27 0.54

Transgene B Park Habitats Private Ltd Buy 500000 10.52 0.53

ARSS Infra Khimraj Sonajee Bagrecha Sell 94757 54.35 0.52

Transgene B Park Habitats Private Ltd Sell 432649 11.40 0.49

ARSS Infra Naman Securities & Finance Pvt. Ltd Sell 82971 59.23 0.49

CFSL Ashwani Kumar Gupta Sell 80000 61.22 0.49

ARSS Infra A K G Stock Brokers Private Ltd Sell 83108 58.46 0.49

ARSS Infra A K G Stock Brokers Private Ltd Buy 83108 58.34 0.48

Bilpower Dst Value Realty Private Ltd Sell 100000 44.49 0.44

Bhandari Hos Kumar Raichand Madan Buy 78481 55.08 0.43

Kailashpti Panafic Industrials Ltd Sell 49000 49.10 0.24

PM Telelinks Yadav Vishnu Chhattarsingh Sell 65363 35.23 0.23

Kailashpti Aglow Financial Services Pvt Ltd Sell 45698 49.10 0.22

Choice Int’l Kanodia Stock Broking Pvt Ltd Sell 45000 39.90 0.18

Glory Poly Dinesh Kumar R Sell 375000 2.94 0.11

Marvel Cap Nijarali Badrudin Vasaya Sell 63900 12.05 0.08

Eastcost Stl Darshanaben Manubhai Shah Sell 25000 21.50 0.05

BULK DEALS

17

BULK DEALS NSECompany Client Name Buy/Sell Quantity Price(Rs) Amt(CR)

HDIL Genuine Stock Brokers Pvt Ltd Sell 2556536 98.66 25.22

HDIL Genuine Stock Brokers Pvt Ltd Buy 2556536 98.63 25.22

Aanjaneya Life Chaturvedi Advisory Services Pvt Ltd Buy 143593 702.71 10.09

Aanjaneya Life Domebell Electronics India Pvt.Ltd Sell 109000 702.61 7.66

Man Ind Yule Investments Priavte Ltd Buy 300000 229.20 6.88

OnMobile Glb Kotak India Focus Fund Ii Buy 1100000 47.72 5.25

Tulip Tele Jm Financial Products Pvt Ltd Sell 1200000 41.30 4.96

TV18 Broadcast Mahalaxmi Cresec Private Ltd Sell 1933361 24.03 4.65

Pradip Over Park Habitats Private Ltd Buy 278729 82.00 2.29

Heritage Fds Multiplex Capital Ltd Sell 68884 320.85 2.21

Heritage Fds Multiplex Capital Ltd Buy 68884 317.63 2.19

ARSS Infra Crosseas Capital Services Pvt. Ltd Buy 358869 57.96 2.08

ARSS Infra Crosseas Capital Services Pvt. Ltd Sell 358869 57.49 2.06

TRF Ab Investments Buy 73760 262.73 1.94

ARSS Infra Indus Portfolio (P) Ltd Sell 267047 59.11 1.58

ARSS Infra Indus Portfolio (P) Ltd Buy 267047 59.09 1.58

TRF Ab Investments Sell 52635 265.24 1.40

Crest Animtn Shah Heena Ullash Sell 505578 27.57 1.39

Crest Animtn Shah Heena Ullash Buy 505578 27.28 1.38

PGIL Cresta Fund Ltd Buy 112000 115.00 1.29

OCTOBER 3

Gravita I To consider the grant of Employees Stock Option Plans to the eligible employees of the Company.

Gufic Bios to shift the registered office of the Company within local limits.NECC To consider and approve the following:

1. Issue of Bonus Equity Shares to the shareholders of the Company. 2. Notice of Extra-ordinary General Meeting for the approval of shareholders of the Company.

OCTOBER 4

Jai Balaji Audited ResultsMFS Intercorp To transact the following business: - Change the registered office

of the Company within the City.NRB Bearings Inter alia the Company agreements related to demerger and fixing

record date for issue of shares of the resulting company.

OCTOBER 5

Alstom T&D Alstom T & D India Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 05, 2012, to take note of the Detailed Public Statement made by ALSTOM Holdings, and to initiate consequential steps under the Securities and Exchange Board of India (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.

Bajaj Corp Quarterly ResultsMah Sh Umaid To consider the following agenda:

1. To consider and approve resolution u/s 17 of the Companies Act, 1956 for alteration of Object Clause of the Memorandum of Association of the Company and resolution u/s 31 of the CompaniesAct, 1956, for adoption of new set of articles of the Company.

2. To consider and approve Notice of the Postal Ballot to be send to all the Shareholders of the Company and all other related compliances.

Voltair Leas To consider the following agenda: 1. To discuss for raising further Capital by way of one or various modes of raising fund. 2. To Increase Authorized Capital and to update Memorandum & Articles of Association, if required to do so.

OCTOBER 8

Bilpower To transact, with or without modifications the following business: - Allotment of 1,05,00,800 Bonus shares to the shareholders of the Company.

Chemfab Alkl Quarterly ResultsIndag Rubber To consider following business:

1. The audited financial results for the quarter ending on September 30, 2012, and 2. The declaration of Interim Dividend for the financial year 2012 - 2013.

Signet Inds To consider the following : 1. To accept the resignation of Mr. Dipak Kalani, Independent Director of the Company. 2. To appointment of Mr. Ankit Bhandari as an Additional Director in Independent category. 3. To make allotment of 50,00,000 (Fifty Lacs) 5% Non Cumulative Redeemable Preference Shares of Rs. 10/- (Rupees Ten only) for cash at par.

OCTOBER 9

RS Software And approve the Audited Financial Results for the quarter ended September 30, 2012 and declaration of dividend, if any.

FORTHCOMING BOARD MEETINGSCompany Purpose Company Purpose

STOCK REPORT

18

BS TOP 500

AIRLINESJet Airways Jun 12 4587.27 29.53 24.70 - 11.41 -Spicejet Jun 12 1466.69 55.10 56.15 - 6.90 -Kingfisher Jun 12 301.38 -84.20 -650.79 - - -Total 6355.34 -0.61 -569.94 - 1.58 -AUTO ANCILLARIESMothersons S Jun 12 6388.01 168.14 8.14 -87.53 4.83 43.16Bosch Jun 12 2173.86 5.55 247.46 -11.28 19.23 23.99Tube Inv Jun 12 1793.09 19.77 84.77 14.09 27.90 11.54Exide Ind Jun 12 1553.58 24.47 152.03 -6.87 15.93 28.97Amtek Auto Jun 12 571.13 7.49 115.59 - 45.23 6.94Wheels India Jun 12 519.61 11.36 8.93 24.20 7.93 19.70Amtek India Jun 12 437.21 5.11 33.26 -9.45 29.65 17.71Autoline Ind Jun 12 192.72 18.84 5.25 -40.74 10.92 4.33Total 13629.21 55.53 655.43 20.33 14.12 22.31AUTOMOBILESTata Motors Jun 12 43323.61 30.26 2244.91 12.27 12.66 6.20Maruti Suzuki Jun 12 10778.15 27.49 423.77 -22.84 8.34 25.83Mah & Mah Jun 12 9367.39 39.25 725.64 19.96 12.48 17.69Hero MotoCorp Jun 12 6247.28 9.95 615.46 10.32 16.67 15.41Bajaj Auto Jun 12 4865.66 3.39 718.39 1.03 21.66 17.61Ashok Leyland Jun 12 3007.35 19.69 66.94 -22.39 8.43 11.71TVS Motor Jun 12 1819.75 4.22 51.10 -13.10 6.18 8.32Eicher Motor Jun 12 1584.97 23.76 75.96 -0.46 8.42 18.01Escorts Jun 12 862.36 17.22 26.89 103.40 7.77 10.54Atlas Cycles Jun 12 174.66 -4.35 0.98 7.69 3.70 36.20HMT Jun 12 25.30 -40.26 -25.14 - 1.07 -Total 82056.48 25.60 4924.90 6.24 12.46 11.55BANKSSBI Jun 12 15314.24 16.69 4874.70 94.02 - 8.48PNB Jun 12 3695.14 18.61 1245.67 12.72 - 5.67HDFC Bank Jun 12 3484.05 22.33 1417.39 30.64 - 26.98ICICI Bank Jun 12 3192.94 32.44 1815.05 36.24 - 17.54Bank of Baroda Jun 12 2798.07 21.80 1138.86 10.26 - 6.46Axis Bank Jun 12 2179.86 26.43 1153.52 22.41 - 10.58Bank of India Jun 12 2043.55 11.00 887.45 71.48 - 5.84Canara Bank Jun 12 1843.54 4.22 775.24 6.80 - 5.73Union Bank Jun 12 1821.73 14.56 511.59 10.16 - 6.23Central Bank Jun 12 1377.65 3.56 335.95 19.65 - 9.79Ind Ove Bank Jun 12 1328.27 11.84 233.44 13.55 - 5.79Syndicate Bank Jun 12 1319.13 18.80 440.22 28.38 - 4.62Allahabad Bk Jun 12 1305.87 11.09 514.03 22.94 - 3.73IDBI Bank Jun 12 1270.61 10.25 427.34 27.53 - 6.02IDBI Bank Jun 12 1270.61 10.25 427.34 27.53 - 6.02Indian Bank Jun 12 1153.15 11.96 461.75 13.47 - 4.58Oriental Bank Jun 12 1125.84 10.56 391.42 10.35 - 7.47Kotak Mah Bank Jun 12 1100.61 19.58 443.48 6.58 - 25.90UCO Bank Jun 12 1043.32 29.02 362.46 23.91 - 4.34Andhra Bank Jun 12 938.48 3.09 361.83 -6.19 - 4.77Corpn Bank Jun 12 808.43 14.26 370.26 5.35 - 4.06United Bank Jun 12 683.57 20.14 173.89 31.29 - 3.42Dena Bank Jun 12 612.24 37.10 238.63 41.97 - 4.24J & K Bank Jun 12 535.62 22.51 246.09 35.00 - 5.21Federal Bank Jun 12 491.64 6.94 190.35 30.23 - 9.29IndusInd Bank Jun 12 484.10 24.13 236.26 31.12 - 19.35Yes Bank Jun 12 472.19 33.32 290.14 34.27 - 12.95Vijaya Bank Jun 12 455.05 7.57 111.36 54.20 - 4.49

ING Vysya Bk Jun 12 343.26 31.04 130.12 38.40 - 12.52South Ind Bk Jun 12 296.78 44.79 123.04 49.16 - 6.86Karur Vysya Jun 12 253.94 23.88 145.95 25.06 - 8.26Karnataka Bk Jun 12 226.30 47.25 83.43 67.60 - 7.34City Union B Jun 12 137.94 14.91 73.89 26.29 - 7.35Dhanlaxmi Bk Jun 12 75.02 17.64 -11.81 - - -DCB Jun 12 63.93 23.23 18.91 114.16 - 16.23Total 55546.67 17.27 20639.24 34.42 - 9.92BEARINGSSKF India Jun 12 578.01 -3.15 46.67 -9.36 13.79 16.79FAG Bearings Jun 12 380.06 19.54 46.24 3.40 19.90 16.17Timken India Jun 12 172.87 3.78 18.01 -21.63 16.05 15.61Total 1130.94 4.59 110.92 -6.94 16.19 16.35BREWERIESUnited Spirt Jun 12 2072.86 6.60 144.95 5.26 19.09 45.52United Brew Jun 12 1225.82 28.69 98.64 38.85 16.65 112.09Radico Khatn Jun 12 303.83 2.08 21.12 1.83 19.29 24.53Tilaknagar I Jun 12 153.41 29.11 10.93 355.42 24.91 11.26Globus Sprt Jun 12 143.88 24.43 9.53 -17.70 13.16 6.61Total 3899.80 13.73 285.17 17.13 18.35 53.81CEMENTUltraTech Jun 12 5090.86 16.44 778.39 13.95 27.04 21.22ACC Jun 12 2958.96 14.72 414.52 26.33 26.06 23.21Ambuja Cem Jun 12 2578.45 17.76 468.90 34.94 31.54 24.78India Cement Jun 12 1205.03 13.55 62.07 -39.16 21.69 11.53Madras Cem Jun 12 995.27 29.56 123.01 25.14 31.60 11.16JK Cement Jun 12 737.46 21.09 68.87 38.02 23.16 8.98JK Lakshmi Jun 12 534.09 34.49 50.28 121.01 23.69 9.84Heidelberg Jun 12 307.44 21.65 19.27 46.43 12.84 53.21CCL Int Jun 12 20.31 92.33 0.441000.00 4.97 1056.16Total 14427.87 17.88 1985.75 20.72 26.85 20.95CHEMICALSGodrej Ind Jun 12 1815.23 36.10 41.45 -41.89 6.54 36.69BASF India Jun 12 1291.87 27.28 71.68 36.12 9.65 23.66Pidilite Ind Jun 12 1002.59 17.97 128.02 22.38 20.46 30.18India Glycol Jun 12 948.88 50.28 34.21 32.75 11.32 4.50Guj Fluoro Jun 12 585.53 16.08 159.45 -0.09 48.77 9.78BOC India Jun 12 346.97 35.16 20.32 -24.66 15.62 35.94Vivimed Labs Jun 12 274.33 124.22 26.13 110.90 22.58 6.55Goa Carbon Jun 12 56.06 -4.82 -6.71 - - 47.94Total 6321.46 32.46 474.55 4.19 15.07 21.98CONSTRUCTION HOUSINGDLF Jun 12 2197.71 -10.14 292.79 -18.30 54.95 34.98Sobha Devlp Jun 12 424.70 40.07 46.00 48.87 27.01 16.54Unitech Jun 12 407.74 -33.75 45.88 -53.36 22.93 32.47Omaxe Jun 12 368.29 10.40 18.18 -9.24 16.23 30.98Godrej Prpty Jun 12 226.10 56.83 17.16 70.58 16.97 44.52Prestige Est Jun 12 219.18 -11.77 49.28 35.27 44.50 31.36Oberoi Relty Jun 12 199.89 23.53 100.80 -4.70 72.43 19.00HDIL Jun 12 190.90 -62.27 123.47 -40.94 147.83 13.58Parsvnath Jun 12 163.41 -16.17 20.15 -21.81 69.65 39.16Orbit Corpn Jun 12 84.63 -0.54 -2.19 - 42.36 1650.79Total 4482.55 -11.03 711.52 -21.28 48.82 28.52

(Rs crore) Quarter Net % Net % OPM TTM P/ECompany Ended Sales chg Profit chg (%) (Times)

(Rs crore) Quarter Net % Net % OPM TTM P/ECompany Ended Sales chg Profit chg (%) (Times)

Note: Corporate Scoreboard consists of top BS-500 stocks that account for over 90 percent of the market value, volume and trades on the BSE and the NSE combined. Forbanks, Net Sales = Interest Income minus Interest Expenses or Net Interest Income.Data complied by BS Research Burearu