Showcasing a series of fundamentally strong companies which has potential of a great upside in three to five year horizon.

1. 5th August 2013

2. MFSL PRESENTS THE SERIES OF FORTHCOMING BLOCKBUSTERS

3. WITH MINIMAL DOWNSIDE RISKS…..
FEATURING
STOCKS NOW
TRADING AT
VERY
ATTRACTIVE
PRICE EARNING
MULTIPLE…

4. REI AGRO LIMITED
Average GROWTH in sales in the last five years: 37.8%
REI Agro is the largest basmati rice processing and
marketing company in the globe .

5. RAJESH EXPORTS LIMITED
Average GROWTH in sales in the last five years: 30.10%
Rajesh Exports Limited is the World’s largest manufacturer of
gold jewellery

6. BALKRISHNA INDUSTRIES LIMITED
P/BV:
1.83
times
P/E:
5.4
times
EPS:
Rs
38.82
CMP:
Rs 209
Average GROWTH in sales in the last five years: 28.40%
BKT is one of the world's leading manufacturers of "OFF-
HIGHWAY tyres". BKT has the widest product range with more
than 2000 SKU's (Stock Keeping Units) and is "One Stop Shop"
for all off-highway tyre solutions.

7. TATA MOTORS LIMITED
Tata Motors Limited is India's largest automobile company, with
consolidated revenues of INR 1,88,818 crores (USD 34.7 billion)
in 2012-13.

8. GUJARAT GAS COMPANY LIMITED
Average GROWTH in sales in the last five years: 21.4%
Incorporated in 1980, Gujarat Gas is India’s largest Private
Sector natural gas transmission and distribution company.

9. CORE EDUCATION & TECHNOLOGIES LIMITED
CORE Education & Technologies Limited is India’s largest global
education company, with presence across US, 40 counties in UK, Pan
India, Singapore, 9 countries in MEA, Hong Kong and 2 countries in
Caribbean.
Average sales growth in last five years: 53%

10. IL&FS INVESTMENT MANAGERS LIMITED
IL&FS Investment Managers Limited (IIML), a subsidiary of Infrastructure
Leasing & Financial Services Limited (IL&FS), is one of the oldest and largest
private equity fund managers in India, with over $ 3.2 bn under management.
CMP: Rs 15.95 EPS: Rs 3.51 P/E: 4.54 times P/BV: 1.43 times
5 year average Returns on Capital Employed: 63.30%

11. MOIL LIMITED – GOVERNMENT OWNED
MOIL operates 10 mines – 6 located in Maharashtra & 4 located
in Madhya Pradesh.

12. NMDC LIMITED – GOVERNMENT OWNED
NMDC is the single largest producer of Iron ore in the country.
Average Returns on Capital Employed in last five years: 49.70%

13. ECLERX SERVICES LIMITED
Eight out of Ten Investment Banks in the World rely on
Eclerx solutions.

14. ENGINEERS INDIA LIMITED – GOVT OWNED
Engineers India is a premier consultancy company for oil &
gas, metallurgy, infrastructure & other industrial projects.
Average GROWTH in sales in the last five years: 45%

15. COROMANDEL INTERNATIONAL LIMITED
Coromandel International Limited, India’s second
largest Phosphatic fertilizer player, is in the
business segments of Fertilizers, Specialty
Nutrients, Crop Protection and Retail.
P/BV:
2.18
times
P/E:
14.16
times
EPS:
Rs
11.96
CMP:
Rs
169.25
Average GROWTH in sales in the last five years: 19.2%

16. APAR INDUSTRIES LIMITED
APAR industries established in 1958 is a US$ 700
million diversified company offering value added
products and services in Power Transmission
Conductors, Petroleum Specialities and Power Cables.

17. BHARAT HEAVY ELECTRICALS LIMITED
CMP:
Rs
120.90
EPS:
Rs
15.70
P/E:
7.7
times
P/BV:
1.16
times
Average GROWTH in sales in the last five years: 22.9%
The BHEL share HAS hit a one-year low declining 19.64 per cent to Rs
120.05, after the company's June quarter net profit almost halved to
Rs 465.43 crore on account of lower sales. The scrip has lost over 60
per cent since 2011, when the stake sale was approved. Government
has shelved off divestment plans.
At this price point, BHEL makes a good value buy.

18. OPTO CIRCUITS (INDIA) LIMITED
Opto Circuits is a global medtech conglomerate. It
manufactures technologically-advanced medical
equipment and devices like AEDs , Anesthetic Gas
Benches , Catheters , Implants, PAD Devices
, PTA, Stents, PTA Balloons, Vital Signs
Monitors, Sensors, Accessories & Consumables
, Services

19. MINDTREE LIMITED
CMP:
Rs
983.20
EPS:
Rs
85.56
P/E:
11.49
times
P/BV:
3.2
times
Average GROWTH in sales in the last five years: 26.10%
Mindtree is a global information technology solutions company
with revenues of over USD 430 million.

20. APOLLO TYRES LIMITED
P/BV:
1.14
times
P/E:
5.42
times
EPS:
Rs
11.82
CMP:
Rs 64
Average GROWTH in sales in the last five years: 23.10%
Apollo Tyres has manufacturing presence in
Asia, Europe and Africa, with 9 modern tyre
facilities and exports to over 118 countries.

21. MRF TYRES LIMITED
MRF is a leading tyre manufacturer in India.

22. PETRONET LNG LIMITED
Petronet LNG Limited, one of the fastest growing world-class companies
in the Indian energy sector, has set up the country's first LNG receiving
and regasification terminal at Dahej, Gujarat, and is in the process of
building another terminal at Kochi, Kerala.

23. MERCK LIMITED
Merck Limited (formerly E. Merck Limited) was set up in
India as the first Merck subsidiary in Asia in 1967. The
Company operates both its Pharmaceuticals and Chemicals
businesses in India.

24. It is the
right time to
restructure
your
investment
portfolio.
INVESTMENT IS ALL ABOUT
RIGHT INVESTMENTS &
RIGHT TIMING.

25. DISCLAIMER: Investments in capital markets are subject to market risks.
This presentation is not an invitation or recommendation to invest in stocks.
Investors are cautioned to carefully evaluate the stocks before taking
investment decisions.
This presentation is meant for general reading purpose only and is not
meant to serve as a professional guide or recommendations for readers.
This document has been prepared based on publicly available
information, internally developed data and other sources believed to by
reliable. The management or employees of Munoth Financial Services
Limited does not assume any responsibility for, or warrant the
accuracy, completeness, adequacy or reliability of such information.
This presentation is prepared by Munoth Financial Services Limited [MFSL].

26. ALLOW THE EXPERTS TO HANDLE.
SEE YOUR MONEY GROW
Contact MFSL for more information on Portfolio Management
services.
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Participant with NSDL. The management and staffs of MFSL has substantial experience and expertise
in capital market operations. The company is part of Munoth group, which other than capital
markets, have interests in telecom.