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OTC TCS 2005.Pdf
1 Annual Report 2004-05 Contents Board of Directors ............................................................................................................................................................................................................................... 3 Management Team ............................................................................................................................................................................................................................. 4 Message from the CEO...................................................................................................................................................................................................................... 6 Notice........................................................................................................................................................................................................................................................ 8 Directors' Report ............................................................................................................................................................................................................................... 15 Management Discussion and Analysis ................................................................................................................................................................................... 30 Corporate Governance Report................................................................................................................................................................................................... -
Extract of Annual Return As on the Financial Year Ended on March 31
Integrated Annual Report 2018-19 Annexure 8 to Board’s Report Form No. MGT-9 Extract of Annual Return as on the financial year ended on March 31, 2019 ReportIntegrated [Pursuant to Section 92(3) of the Companies Act, 2013 and Rule 12(1) of the Companies (Management and Administration) Rules, 2014] I. Registration and Other Details i) CIN L24239MH1939PLC002893 ii) Registration Date January 23, 1939 iii) Name of the Company TATA CHEMICALS LIMITED iv) Category / Sub-Category of the Company Public Company/ Limited by shares v) Address of the Registered Office and contact details Bombay House 24, Homi Mody Street, Fort, Mumbai – 400 001 Telephone: + 91 22 6665 8282 Fax: +91 22 6665 8144 email: [email protected] website: www.tatachemicals.com vi) Whether listed company Yes vii) Name, Address and Contact details of Registrar & M/s.TSR Darashaw Limited Statutory Reports > Share Transfer Agents (RTA) Unit: Tata Chemicals Limited 6 – 10 Haji Moosa Patrawala Industrial Estate 20 Dr. E Moses Road Near Famous Studio Mahalaxmi, Mumbai – 400 011 Telephone: +91 22 6656 8484 Fax: +91 22 6656 8494 Report Board‘s email: [email protected] website: www.tsrdarashaw.com II. Principal Business Activities of the Company All the business activities contributing 10% or more of the total As per Annexure A turnover of the company shall be stated III. Particulars of Holding, Subsidiary and Associate Companies As per Annexure B IV. Shareholding Pattern (Equity Share Capital Breakup as Percentage of Total Equity) i) Category-wise Shareholding ii) Shareholding of Promoters iii) Change in Promoters’ Shareholding As per Annexure C (please specify, if there is no change) iv) Shareholding Pattern of top ten Shareholders (other than Financial Statements Financial Directors, Promoters and Holders of GDRs and ADRs) v) Shareholding of Directors and Key Managerial Personnel V. -
Annual Report 2018-19 80Th Year Contents
Accelerating focussed growth Integrated Annual Report 2018-19 80th Year Contents Integrated Report Deep innovation expertise to harness the 01-57 best of science and serve the society. 01 Company Overview A passion to consistently push beyond 06 Our Diversified Science Led Portfolio 08 Performance Highlights for FY 2018-19 existing limits and rise above. 10 Board of Directors Combine innovation and passion with scale 12 Management Team and accelerated growth happens. 13 MD & CEO's Message 14 Integrated Value Chain This is how Tata Chemicals has emerged to be one of the world’s most reputed brands, revolutionising the 16 Business Model Explaining the Interlinkage of Capitals industry segments it has operated in its 18 Our Formula for Accelerating 80-year journey. Focussed Growth As we continue to nurture our inherent strengths, 21 Managing Risks, Maximising Returns we are undertaking many initiatives to accelerate our 24 Listening to and Engaging growth in focussed areas. with the Stakeholders 25 Addressing Material Issues Our multi-pronged strategy of customer-centric 26 Basic Chemistry Business product development and expansion into white spaces in our Consumer Products Business and capacity 32 Consumer Products Business augmentation programmes in our Specialty Products 38 Specialty Chemicals Business Business has laid a strong foundation for growth. 45 Intensifying Focus on Health & Safety Aligning our organisational structure and strategies 46 Innovating for a Better World with the revised segment reporting and the exit from 48 Growing Together non-core businesses has simplified our portfolio and are 50 Our Commitment to driving stronger synergies. Strong innovation drive is Sustainable Growth enabling us to tap the emerging areas and 53 Corporate Social Responsibility nurture the newly-seeded portfolio. -
THE TATA POWER COMPANY LIMITED Corporate Identity No
THE TATA POWER COMPANY LIMITED Corporate Identity No. (CIN): L28920MH1919PLC000567 Registered Office: Bombay House, 24, Homi Mody Street, Mumbai 400 001 Tel: 91 22 6665 8282; Fax: 91 22 6665 8801 E-mail: [email protected]; Website: www.tatapower.com MEETING OF THE EQUITY SHAREHOLDERS OF THE TATA POWER COMPANY LIMITED CONVENED BY THE NATIONAL COMPANY LAW TRIBUNAL, MUMBAI BENCH NOTICE TO EQUITY SHAREHOLDERS Day Wednesday Date December 12, 2018 Time 11:00 a.m. IST Venue Walchand Hirachand Hall, IMC Chamber of Commerce and Industry, IMC Building, IMC Marg, Churchgate, Mumbai 400 020. POSTAL BALLOT AND REMOTE E-VOTING Commencing on Monday, November 12, 2018 at 9:00 a.m. IST Ending on Tuesday, December 11, 2018 at 5:00 p.m. IST Sl. No. Contents Page No. 1. Notice of meeting of the Equity Shareholders of The Tata Power Company Limited convened as per 1 - 3 the directions of the National Company Law Tribunal, Mumbai Bench 2. Explanatory Statement under Section 230(3) read with Section 102 and other applicable provisions 4 - 11 of the Companies Act, 2013 3. Scheme of Arrangement amongst The Tata Power Company Limited, Tata Advanced Systems Limited 12 - 41 and their respective shareholders and creditors - Annexure A 4. Valuation reports dated February 12, 2018 prepared by Price Waterhouse & Co. LLP and Bansi S. 42 - 49 Mehta & Co., both independent chartered accountants, setting out the valuation of the Strategic 50 - 60 Engineering Division (SED) of the Company being transferred to the Transferee Company - Annexures B1 and B2 5. Fairness Opinion dated February 12, 2018 of Kotak Mahindra Capital Company Limited stating that 61 - 63 the consideration at which the Scheme envisages the transfer of the SED of the Company to the Transferee Company, is fair to the Company - Annexure C 6. -
05001499 007 BUP 1.Pdf
ࠗࡦ࠼ડᬺߩࠣࡠࡃ࡞ᚢ⇛ ᐕᣣ ᣣᧄ⾏ᤃᝄ⥝ᯏ᭴㧔ࠫࠚ࠻ࡠ㧕 ᶏᄖ⺞ᩏㇱ 1 ߪߓߦ ㄭᐕࠗࡦ࠼ડᬺߩࠢࡠࠬࡏ࠳M&A ߇ᵴ⊒ൻߒߡ߹ߔޕ2007 ᐕߩ࠲࠲ࠬ࠴࡞ ߦࠃࠆࠦࠬࠣ࡞ࡊ⾈ޔ2006 ᐕߩ࠼ࠢ࠲࠺ࠖࡏ࠻࠭ߦࠃࠆࡌ ࠲ࡈࠔࡓ⾈ߥߤ߇⸥ᙘߦᣂߒߣߎࠈߢߔޕߎࠇࠄߩࡔࠟ࠺ࠖ࡞એᄖߦ߽ήᢙߩ M&A ߇ⴕࠊࠇߡ߅ࠅޔࠗࡦ࠼ડᬺߪࠣࡠࡃ࡞ൻࠍㅴޔޟࠗࡦ࠼ᄙ࿖☋ડᬺޠߣߥࠅߟ ߟࠅ߹ߔޕߎࠇࠄࠗࡦ࠼ડᬺߪᦸߥࡄ࠻࠽ߦޔࠆߪᚻߏࠊ┹⋧ᚻߦߥࠅ ߃߹ߔޕᧄ⺞ᩏߩ⋡⊛ߪޔߎ߁ߒߚਥⷐࠗࡦ࠼ડᬺߩၮᧄᖱႎ߿ߘߩᶏᄖᚢ⇛ࠍᢛℂߔࠆ ߎߣߢޔᣣᧄડᬺߩෳ⠨ߣߥࠆ⾗ᢱࠍឭଏߔࠆߎߣߦࠅ߹ߔޕ ߹ߚޔࠫࠚ࠻ࡠߢߪޔㅜޔ☨࿖ડᬺߩࠗࡦ࠼ะߌࠝࡈ࡚ࠪࠕࡦࠣ⺞ᩏࠍታᣉߒߡ ߹ߔޕᧄ⺞ᩏߪޔߎࠇߣ㑐ㅪߒߡޔࠗࡦ࠼߳ߩࠝࡈ࡚ࠪࠕࡦࠣޔ․ߦ⍮⼂㓸⚂⊛ߥᬺോ ࠍኻ⽎ߣߔࠆ࠽࠶ࠫࡊࡠࠬࠕ࠙࠻࠰ࠪࡦࠣ㧔KPO㧕ࠍ⥄りߢታ〣ߒޔߘߩ⚿ᨐ ࠍࠝࡈ࡚ࠪࠕࡦࠣ⺞ᩏႎ๔ᦠߦᵴ߆ߔࠃ߁ߦ⸘↹ߒߚ߽ߩߢ߽ࠅ߹ߔޕౕ⊛ߦߪޔ ࠫࠚ࠻ࡠߪ⺞ᩏߩડ↹߅ࠃ߮ࡊࡠࠫࠚࠢ࠻ࡑࡀࠫࡔࡦ࠻ߩߺࠍⴕޔߢߩ⺞ᩏߪో 㕙⊛ߦࠗࡦ࠼ߩ⺞ᩏડᬺࠗࡃࡘࠨࡉߦࠕ࠙࠻࠰ࠬߒ߹ߒߚޕ ޟࠗࡦ࠼ડᬺߩᶏᄖᚢ⇛ޠ⺞ᩏࡊࡠࠫࠚࠢ࠻ߩ-21ࡢࠢࡈࡠ ട╩䊶ୃᱜ ᦨ⚳ႎ๔ᦠ䈱ฃข ᦨ⚳ႎ๔ᦠ䈱⚊ ᦨ⚳ ਇὐ䈱⏕ൻ ႎ๔ ᦨ⚳⏕ ⠡⸶ቢੌ ⋙⸶䇮⸶䈮䈧䈇䈩 ੑ㊀䉼䉢䉾䉪 䊐䉞䊷䊄䊋䉾䉪 ౝኈ䈱⏕ൻ ౝኈ䈱ਇὐ䉕⏕ ⠡⸶ ᣣᧄ⺆⠡⸶ ⠡⸶㐿ᆎ䉕ᜰ␜ ⠡⸶䉕㐿ᆎ 㐿ᆎ䉕ᜰ␜ ⧷ᢥ䈪䈱 ᦨ⚳ႎ๔ ⧷ᢥਛ㑆ႎ๔ ⧷ᢥ䈪䈱 䈱䊐䉞䊷䊄䊋䉾䉪䇮 ਛ㑆ႎ๔ ਇὐ䈱⏕ൻ ⺞ᩏ ታᣉ ⺞ᩏታᣉ 䊒䊨䉳䉢䉪䊃䊶 䊙䊈䊷䉳䊞䊷 ⺞ᩏ⸳⸘วᗧ 䊶⺞ᩏ⸳⸘䈱ឭ᩺ 䉝䊅䊥䉴䊃 䊶ⷐઙቯ⟵䈱⏕ ⸘↹ 䊶䊒䊨䉳䉢䉪䊃䊶䉼䊷䊛 䊶⺞ᩏડ↹┙᩺ 䇭䈱ㆬቯ 䊶ⷐઙቯ⟵ ⠡⸶ᜂᒰ 䉳䉢䊃䊨䋨᧲੩䋩 䉟䊋䊥䊠䉰䊷䊑㩿䊆䊠䊷䊂䊥䊷䋩 䉟䊋䊥䊠䉰䊷䊑䋨ᶏ䋩 2 ࠝࡈ࡚ࠪࠕࡦࠣታ〣ߩᚑᨐߪޔޟࠗࡦ࠼ࠝࡈ࡚ࠪࠕࡦࠣޠ㧔ࠫࠚ࠻ࡠೀ㧕ࠍߏⷩߊ ߛߐޕ߹ߚޔࠫࠚ࠻ࡠߩ࠙ࠚࡉࠨࠗ࠻㧔ർ☨ߩ⺞ᩏࡐ࠻㧦 http://www.jetro.go.jp/biz/world/n_america/reports/㧕ߦޔᧄ⺞ᩏߩ⧷⺆ ႎ๔ᦠࠍឝタߒߡ ߅ࠅ߹ߔޕ ᧄᦠߪޔࠗࡃࡘࠨࡉ␠߆ࠄฃ㗔ߒߚႎ๔ᦠߦޔࠫࠚ࠻ࡠߦߡട╩ୃᱜࠍട߃ߡ߅ࠅ ߹ߔ߇ޔౝኈߩᱜ⏕ᕈߦߟߡߪޔၮᧄ⊛ߦᆔ⸤ߒߚࠗࡦ࠼ߩ⺞ᩏડᬺࠗࡃࡘࠨࡉߩ ⺞ᩏ⢻ജߦଐߞߡ߹ߔޕ ߹ߚޔᧄᦠࠍߏⷩߚߛߊߦߚߞߡߪޔԘᧄᢥਛߢ↪ߒߡࠆ࠺࠲߿ታ㑐ଥߪ ା㗬ߢ߈ࠆߣᕁࠊࠇࠆฦ⒳ᖱႎߦၮߠߡࠆ߽ߩߩޔߘߩᱜ⏕ᕈޔቢోᕈߦߟߡޔࠫ ࠚ࠻ࡠޔࠗࡃࡘࠨࡉߣ߽⸽ࠍߔࠆ߽ߩߢߪߥߎߣޔԙࠫࠚ࠻ࡠߪᧄႎ๔ߩ⺰ᣦߣ ৻⥌ߒߥઁߩ⾗ᢱࠍ⊒ⴕߒߡࠆޔࠆߪᓟ⊒ⴕߔࠆ႐ว߽ࠆߎߣޔԚᧄႎ๔ߪ ⺒⠪ߩᣇޘ߳ߩᖱႎឭଏࠍ⋡⊛ߣߒߚ߽ߩߢࠅޔ․ቯߩᛩ⾗್ᢿࠍଦߔ߽ߩߢߪߥߊޔ ႎ๔ᦠߩౝኈࠍෳ⠨ߦߒߡⴕࠊࠇߚ⚻ᷣⴕὑߩ⚿ᨐߦኻߒߡࠫࠚ࠻ࡠ߅ࠃ߮ࠗࡃࡘࠨ ࡉߪ⽿છࠍ⽶ࠊߥߎߣޔߦߟߡޔߏੌ⸃߅㗿⥌ߒ߹ߔޕ ᧄᦠ߇⥝㓉ߒᆎߚࠗࡦ࠼ડᬺ߳ߩℂ⸃ࠍᷓࠃ߁ߣߐࠇࠆࡆࠫࡀࠬࡄࠬࡦࠍߪߓ ޔߏ㑐ᔃࠍ㗂ߚᣇߦޔዋߒߢ߽߅ᓎߦ┙ߡ߫ᐘߢߔޕ ᣣᧄ⾏ᤃᝄ⥝ᯏ᭴ ᶏᄖ⺞ᩏㇱ ࡊࡠࠫࠚࠢ࠻ᜂᒰ⠪৻ⷩ ᣣᧄ⾏ᤃᝄ⥝ᯏ᭴ ᶏᄖ⺞ᩏㇱ ർ☨⺖㧔ડ↹ో⛔㧕 ડ↹✬㓸㧦 ㋈ᧁ ᣣᧄࡊࡠࠫࠚࠢ࠻ࡑࡀࠫࡖ㧦 ↰ਛિ ⋙⸶㧦 㒙ㇱᄙᤋሶ ࠗࡃࡘࠨࡉ ࠗࡦ࠼࠴ࡓ㧔⺞ᩏᜂᒰ㧕 ࡊࠫࠚࠢ࠻⛔㧦 ࠕࠪࡘࠪࡘࠣࡊ࠲㧔Ashish Gupta㧕 ࠗࡦ࠼ࡊࡠࠫࠚࠢ࠻ࡑࡀࠫࡖ㧦 ࠕࠫࠚࠗࡧࠔࠪࡘ࠾㧔Ajay Varshney㧕 ⺞ᩏᜂᒰ㧦 ࠕࡆ࠽ࡉࡊࡠࡅ࠻㧔Abhinav Purohit㧕 ⺞ᩏᜂᒰ㧦 ࠕࠞࠪࡘࠢࡑ࡞ࠫࠚࠗࡦ㧔Akash Kumar Jain㧕 ⺞ᩏᜂᒰ㧦 ࠕࡒ࠲ࠞ࡞㧔Amita Kalra㧕 ਛ࿖࠴ࡓ 㧔⠡⸶ᜂᒰ㧕 ⠡⸶ᬺ⛔㧦ࠛ࠼ࡢ࠼Aࠕ࠳ࡓࠬࠠ㧔Edward A. -
List of Nodal Officer
List of Nodal Officer Designa S.No tion of Phone (With Company Name EMAIL_ID_COMPANY FIRST_NAME MIDDLE_NAME LAST_NAME Line I Line II CITY PIN Code EMAIL_ID . Nodal STD/ISD) Officer 1 VIPUL LIMITED [email protected] PUNIT BERIWALA DIRT Vipul TechSquare, Golf Course Road, Sector-43, Gurgaon 122009 01244065500 [email protected] 2 ORIENT PAPER AND INDUSTRIES LTD. [email protected] RAM PRASAD DUTTA CSEC BIRLA BUILDING, 9TH FLOOR, 9/1, R. N. MUKHERJEE ROAD KOLKATA 700001 03340823700 [email protected] COAL INDIA LIMITED, Coal Bhawan, AF-III, 3rd Floor CORE-2,Action Area-1A, 3 COAL INDIA LTD GOVT OF INDIA UNDERTAKING [email protected] MAHADEVAN VISWANATHAN CSEC Rajarhat, Kolkata 700156 03323246526 [email protected] PREMISES NO-04-MAR New Town, MULTI COMMODITY EXCHANGE OF INDIA Exchange Square, Suren Road, 4 [email protected] AJAY PURI CSEC Multi Commodity Exchange of India Limited Mumbai 400093 0226718888 [email protected] LIMITED Chakala, Andheri (East), 5 ECOPLAST LIMITED [email protected] Antony Pius Alapat CSEC Ecoplast Ltd.,4 Magan Mahal 215, Sir M.V. Road, Andheri (E) Mumbai 400069 02226833452 [email protected] 6 ECOPLAST LIMITED [email protected] Antony Pius Alapat CSEC Ecoplast Ltd.,4 Magan Mahal 215, Sir M.V. Road, Andheri (E) Mumbai 400069 02226833452 [email protected] 7 NECTAR LIFE SCIENCES LIMITED [email protected] SUKRITI SAINI CSEC NECTAR LIFESCIENCES LIMITED SCO 38-39, SECTOR 9-D CHANDIGARH 160009 01723047759 [email protected] 8 ECOPLAST LIMITED [email protected] Antony Pius Alapat CSEC Ecoplast Ltd.,4 Magan Mahal 215, Sir M.V. Road, Andheri (E) Mumbai 400069 02226833452 [email protected] 9 SMIFS CAPITAL MARKETS LTD. -
Chapter-I Introduction
CHAPTER-I INTRODUCTION 1 INTRODUCTION Tata Group Type Private Industry Conglomerate Founded 1868 Founder(s) Jamsetji Tata Bombay,house Headquarters Mumbai, India Area served Worldwide RatanTata Key people (Chairman) Steel Automobiles Telecommunications Products Software Hotels Consumer goods 2 Revenue 319,534 crore (US$69.34 billion) Profit 8,240 crore (US$1.79 billion) Total assets US$ 52.8 billion (2009-10) Employees 396,517 (2009-10) TataSteel TataSteelEurope TataMotors TataConsultancyServices TataTechnologies TataTea Subsidiaries TitanIndustries TataPower TataCommunications TataTeleservices TataAutoCompSystemsLimited Taj Hotels Website Tata.com Tata Group Companies CMC · Tata BP Solar · Tata Coffee · Tata Chemicals · Tata Consultancy Services · Tata Elxsi · Tata Interactive Systems · Tata Motors · Tata Steel · Tata Power · Tata India-basedTea · Tata Communications · Tata Technologies Limited · Tata Teleservices · Titan Industries · Tata Voltas · The Indian Hotels Company · Trent (Westside) · Cromā 3 Brunner Mond · Jaguar Land Rover (Jaguar Cars · Land Other Rover) · Tata Daewoo Commercial Vehicle · Tata Steel Europe · Tetley · VSNL International Canada Ginger · Good Earth Teas · Tanishq · Taj Hotels · I-shakti · Tata Salt · Brands Tata Sky · Tata Indicom · Tata DoCoMo · Titan · Westside · Voltas · Virgin Mobile India Notable Jamsetji Tata · Ratanji Dadabhoy · Dorabji Tata · Nowroji People Saklatwala · J. R. D. Tata · Ratan Tata · Pallonji Mistry Bombay House is the head office of Tata Group The Tata Group is an Indian multinational conglomerate company headquartered in the Bombay House in Mumbai, India. In terms of market capitalization and revenues, Tata Group is the largest private corporate group in India. It has interests in chemicals, steel, automobiles, information technology, communication, power, beverages, and hospitality. The Tata Group has operations in more than 80 countries across six continents and its companies export products and services to 80 nations. -
2017-18 About This Report
59 2017-18 79th Annual Report Report Annual 79th www.linkedin.com/Company/tata-chemicals www.tcsrd.com www.twitter.com/TataChemicals www.okhai.org www.facebook.com/humantouchofchemistry www.tatanx.in www.facebook.com/TataChemicals www.tataswach.com www.tatachemicals.com www.tatasampann.com www.tatasalt.com www.humantouchofchemistry.com Fax: +91 22 6665 8144 Telephone: +91 22 6665 8282 CIN: L24239MH1939PLC002893 Mumbai - 400001 India. Homi Mody Street, Fort, Bombay House, 24, Registered Address Financial Statements Statutory Reports Transform Grow Grow Integrated Report About this report Tata Chemicals seeks to go beyond compliance in its corporate reporting. Alongside statutory declarations, this Annual Report includes non-financial information that is disclosed on a voluntary basis in accordance with the Integrated Reporting <IR> framework of International Integrated Reporting Council (IIRC). Assurance on financial statements has been provided by independent auditors B S R & Co. LLP and non- financial statements by Ernst & Young LLP. Monitoring marine turtle mortality and nesting along the Okhamandal coast Contents Integrated Report Introduction 2 Ethics 39 Highlights at a glance 3 Peoples practices 40 Company overview 4 Community 42 MD's message 6 Sustainability 46 Performance highlights 7 Risks 49 Materiality 8 Board of Directors 50 Value creation 10 Management team 52 Strategy and KPIs 12 Basis of report preparation 53 Forward looking statements 53 Consumer products Assurance notice 54 Business overview 16 Results at a glance 56 Case -
<<Presentation Title>>
PresentationThe Tata Power Title (Company Arial, Font size Ltd. 28 ) Date, Venue, etc ..( Arial, April Font size2013 18 ) …Message Box ( Arial, Font size 18 Bold) Disclaimer •Certain statements made in this presentation may not be based on historical information or facts and may be “forward looking statements”, including those relating to The Tata Power Company Limited’s general business plans and strategy, its future outlook and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to a number of factors, including future changes or developments in The Tata Power Company Limited’s business, its competitive environment, its ability to implement its strategies and initiatives and respond to technological changes and political, economic, regulatory and social conditions in India. •This presentation does not constitute a prospectus, offering circular or offering memorandum or an offer to acquire any Shares and should not be considered as a recommendation that any investor should subscribe for or purchase any of The Tata Power Company Limited’s Shares. Neither this presentation nor any other documentation or information (or any part thereof) delivered or supplied under or in relation to the Shares shall be deemed to constitute an offer of or an invitation by or on behalf of The Tata Power Company Limited. •The Company, as such, makes no representation or warranty, express or implied, as to, and do not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. -
Community Initiatives of the Taj Group of Hotels
Board of Directors Ratan N. Tata Chairman Management R. K. Krishna Kumar Vice Chairman Raymond N. Bickson Managing Director N. A. Soonawala Anil P. Goel Executive Director - Finance S. K. Kandhari Abhijit Mukerji Executive Director - Hotel Operations K. B. Dadiseth Deepak Parekh Ajoy K. Misra Sr. Vice President - Sales & Marketing Jagdish Capoor H. N. Shrinivas Sr. Vice President - Human Resources Shapoor Mistry Prakash Shukla Sr. Vice President - Technology & CIO Nadir Godrej - (w.e.f. November 7, 2008) Arnavaz Aga - (w.e.f. November 7, 2008) Rajiv Gujral Chief Operating Officer and Sr. Vice President - Raymond N. Bickson Managing Director Mergers, Acquisitions & Development Anil P. Goel Executive Director - Finance Yannick Poupon Chief Operating Officer - Luxury Hotels (International) Abhijit Mukerji Executive Director - Hotel Operations Jyoti Narang Chief Operating Officer - Luxury Hotels (India) P. K. Mohan Kumar Chief Operating Officer - Gateway Hotels Committees of the Board Veer Vijay Singh Chief Operating Officer - Premium Hotels Audit Committee P. Sanker Vice President - Legal & Company Secretary S. K. Kandhari Chairman Sumit Guha Vice President - Projects & Deepak Parekh Business Development Jagdish Capoor Remuneration Committee Solicitors Jagdish Capoor Chairman Mulla & Mulla & Craigie Blunt & Caroe R. N. Tata R. K. Krishna Kumar Auditors N. A. Soonawala Deloitte, Haskins and Sells N. M. Raiji & Company Shareholders'/ Investor Grievance Committee Bankers N. A. Soonawala Chairman The Hongkong & Shanghai Banking Corporation Ltd. R. K. Krishna Kumar Standard Chartered Bank Raymond N. Bickson Citibank N. A. Registered Office HDFC Bank Mandlik House, Mandlik Road, Mumbai 400 001. ICICI Bank Ltd. Tel: 6639 5515, Fax: 2202 7442 Share Department Mandlik House, Mandlik Road, Mumbai 400 001. -
Sharekhan Special August 31, 2021
Sharekhan Special August 31, 2021 Index Q1FY2022 Results Review Automobiles • Capital Goods • Consumer Discretionary • Consumer Goods • Infrastructure/Cement/Logistics/Building Material • IT • Oil & Gas • Pharmaceuticals • Agri Inputs and Speciality Chemical • Miscellaneous • Visit us at www.sharekhan.com For Private Circulation only Q1FY2022 Results Review In-line quarter, healthy outlook Results Review Results Summary: After ending FY2021 on a strong note, Q1FY2022 earnings of broader indices showed a promising start (Nifty/ Sensex companies’ PAT rose 100%/66% y-o-y) in the new fiscal with strong growth momentum on low base. Management commentaries on earnings outlook remained positive, on improving economic activity post second COVID-19 wave and anticipation of strong demand revival. Demand recovery and ramp-up of vaccinations look encouraging. We expect economic activity to increase in the upcoming festive season. Nifty trades at 23x and 20x EPS based on FY2022E/FY2023E EPS, at a premium to mean average. Valuation gap between large and mid-caps has shrunk, we advise investors to focus on stocks with strong earnings growth potential with reasonable valuation. High-conviction investment ideas: o Large-caps: Infosys, ICICI Bank, M&M, L&T, UltraTech, SBI, HDFC Ltd, Godrej Consumer Products, Divis Labs and Titan. o Mid-caps: NAM India, BEL, Gland Pharma, Dalmia Bharat, Laurus Labs, Max Financial Services, LTI. o Small-caps: TCI Express, Kirloskar Oil, Suprajit Engineering, Repco Home Finance, PNC Infratech, Mahindra Lifespaces, Birlasoft. After ending FY2021 on a strong note, Q1FY2022 corporate earnings of broader indices showed a promising start with continued strong growth momentum on the low base of Q1FY2021, though it was along the expected lines. -
1 Focus Stocks
For Private Circulation Only Issue No: 240 September - 2020 MARKET WATCH 40000 39750 Sensex - August, 2020 Indices 31/08/2020 31/07/2020 % Chg. 39500 Nifty 50 11,388 11,073 2.8% 39250 39000 BSE Sensex 38,628 37,607 2.7% 38750 BSE Mid Cap 14,661 13,759 6.6% 38500 BSE Small Cap 14,336 13,022 10.1% 38250 38000 BSE-500 14,890 14,346 3.8% 37750 NASDAQ 11,774 10,745 9.6% 37500 37250 DOW 28,430 26,428 7.6% 37000 FTSE 5,964 5,898 1.1% 36750 1st week 2nd week 3rd week 4th week 5th week NIKKEI 23,139 21,710 6.6% Other Indicators 31/08/2020 31/07/2020 % Chg. Market Review - August 2020 BRENT CRUDE ($/Bl) 45.6 43.3 5.3% Markets continued the momentum in August with 3% gains, touching multi-month highs, FOREX (Rs/$) 73.3 74.8 -2.1% despite the devastating impact of the pandemic on the economy. Momentum in global markets led by continued liquidity infusion directed domestic markets and strong FIIs GOLD (Rs/10Gms) 51,071 53,615 -4.7% inflows aided gains. Mid and small cap space witnessing higher interest, outperforming the Top Gainers - BSE 500 CMP % Chg. indices. Va Tech Wabag Ltd. 184 60.3% Despite a rise in the number of infection cases, the progress in Covid-19 vaccine has been Adani Enterprises Ltd. 273 55.6% supporting the markets for the last couple of months. On policy front, RBI kept interest rates Affle (India) Ltd.