Conference 2012-Cover-Contents Final.P65
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8th Annual Global Investor Conference Participating Companies Company Page Company Page ACC ..................................................................................... 22 JSW Energy ........................................................................ 96 AIA Engineering ............................................................... 180 JSW Steel ........................................................................... 98 Ambuja Cements ............................................................... 24 Kotak Mahindra Bank ..................................................... 100 Ashok Leyland ................................................................... 26 Larsen & Toubro .............................................................. 102 Au Financiers .................................................................. 180 LIC Housing Finance ....................................................... 104 Axis Bank ........................................................................... 28 Lupin ................................................................................ 106 Bajaj Auto .......................................................................... 30 Mahindra & Mahindra ................................................... 108 Bajaj Electricals .............................................................. 181 Mahindra Finance .......................................................... 110 Bajaj Finance .................................................................. 172 Manappuram Finance .................................................... 176 Bajaj FinSer..................................................................... 173 Marico ............................................................................. 112 Bharat Petroleum Corporation ......................................... 32 Maruti Suzuki .................................................................. 114 Bharti Airtel ....................................................................... 34 McLeod Russel ................................................................ 116 Cairn India ........................................................................ 36 MCX.................................................................................. 118 CESC ................................................................................... 38 Motherson Sumi Systems ................................................ 120 Container Corporation of India ..................................... 174 Muthoot Finance............................................................. 177 DB Corp .............................................................................. 40 NTPC ................................................................................. 122 Dewan Housing Finance ................................................... 42 Oil India .......................................................................... 124 Dish TV ............................................................................... 44 ONGC ............................................................................... 126 DLF ..................................................................................... 46 Phoenix Mills .................................................................. 128 Emami ................................................................................ 48 Pidilite Industries ........................................................... 130 Fort Point Automotive ..................................................... 181 Power Grid ...................................................................... 132 GAIL India .......................................................................... 50 Radico Khaitan................................................................ 178 GlaxoSmithKline Pharmaceuticals .................................. 52 Raymonds ........................................................................ 179 Glenmark Pharmaceuticals .............................................. 54 Reliance Communications .............................................. 134 Godrej Consumer Products ............................................... 56 Reliance Industries ......................................................... 136 Grasim Industries ............................................................. 58 Reliance Infrastructure ................................................... 138 HDFC .................................................................................. 60 Rural Electric Corporation ............................................. 140 HDFC Bank ......................................................................... 62 Shoppers Stop ................................................................. 142 Hero MotorCorp ................................................................ 64 Shriram Transport Finance ............................................ 144 Hindalco Industries .......................................................... 66 Sidhivinayak Logistics .................................................... 182 Hindustan Unilever ........................................................... 68 Simplex Infrastructure .................................................... 146 HPCL ................................................................................... 70 State Bank of India .......................................................... 148 HT Media ........................................................................... 72 Sun Pharmaceuticals ...................................................... 150 ICICI Bank .......................................................................... 74 Tata Consultancy Services .............................................. 152 ICRA .................................................................................. 175 Tata Motors ..................................................................... 154 Idea Cellular ..................................................................... 76 Tata Steel ......................................................................... 156 IDFC.................................................................................... 78 Titan Industries ............................................................... 158 Indusind Bank ................................................................... 80 Ultratech Cement............................................................. 160 Info Edge (India) ................................................................ 82 Union Bank of India ........................................................ 162 Infosys ............................................................................... 84 Unitech Automobile ........................................................ 182 ING Vysya Bank ................................................................. 86 Voltas ............................................................................... 164 IPCA Laboratories ............................................................. 88 Wipro............................................................................... 166 ITC ...................................................................................... 90 Yes Bank ........................................................................... 168 Jindal Steel & Power ......................................................... 92 Zee Entertainment Enterprises........................................ 170 JP Associates ..................................................................... 94 August 27 - 31, 2012 2 8th Annual Global Investor Conference Welcome to the Conference! Dear Guest, We at Motilal Oswal are pleased to welcome you to the 8th Annual Global Investor Conference from August 27-29, 2012 in Mumbai. The last 12 months have been eventful ... as always! Even as the world is finding it tough to put growth back on track, India has its own set of challenges. Growth parameters are hitting new lows; RBI has paused monetary easing on fears of inflation, and the much-awaited government policy remains in limbo. All of this took a toll on the rupee, down 20% over the last one year. Despite these headwinds, Indian equity market is among the top performers of 2012, as foreign investors pumped in another USD11b into equities, CY12 YTD. On corporate earnings, June quarter PAT grew just 11%%, and expectations for full year remain muted (FY13 Sensex EPS to grow 8%). But amidst "going nowhere markets", several stocks are at their life-time highs, indicating the strength of bottom-up investing. Unlevered balance sheets seem to be the flavor of this cycle, thanks to persistently high interest rates. Indian equity valuations are at long- term averages, but resumption of growth cycle will remain a key trigger for a fresh upmove. Re-shaping India! We believe the theme remains very relevant for this year too, and for quite some time to come! Indian politics is re-shaping – not only are regional parties rising, we now even have civil society entering the fray. Indian business is re-shaping – a no-frills airline is today number one! Indian entertainment is re-shaping (a telly storyteller is scripting box office successes), and so is Indian sports (a mother of two from east India wins an Olympics medal!) And Indian scientists are planning Mission Mars! We dedicate our 2012 Conference to this re-shaping – slowly, silently, but surely, and sometimes dramatically! Over the next 3 days, 100 leading Indian companies will stand testimony to this re-shaping. Our conference key highlight,