PERFORMANCE ESTIMATES

Net sales Operating profit Net profit Net sales Operating profit Net profit Net sales Operating profit Net profit Net sales Operating profit Net profit Q4FY11E ` crore % chg ` crore % chg ` crore % chg Q4FY11E ` crore % chg ` crore % chg ` crore % chg Q4FY11E ` crore % chg ` crore % chg ` crore % chg Q4FY11E ` crore % chg ` crore % chg ` crore % chg

NIFTY Coromandel Intl 1304.25 -3.80 159.60 33.11 101.55 21.91 Radico Khaitan 256.80 18.01 37.80 18.50 17.70 84.38 Siyaram Silk 226.50 20.10 29.80 13.31 15.60 2.63 ACC 2383.43 10.57 522.44 -16.89 316.63 -21.04 Corpn Bank 848.87 32.62 706.50 35.58 369.22 18.25 Rallis 251.10 22.67 47.70 21.68 27.80 17.80 SREI Infra Fin 107.00 93.84 67.00 -19.57 39.90 -13.64 2204.51 10.47 559.45 -10.91 349.56 -22.30 Cox & Kings 170.25 24.36 88.40 22.61 47.50 5.32 Raymond 479.00 42.40 84.60 89.20 32.00 796.50 TIL 308.90 11.24 29.70 -21.64 17.40 -37.86 1775.80 21.55 1695.80 25.18 949.47 24.15 D B Corp 308.06 19.77 83.93 20.63 52.03 43.42 Redington 4878.00 26.40 191.30 55.66 76.90 25.04 TRF 445.70 69.53 46.70 184.76 34.60 540.74 4203.12 24.98 832.15 7.45 642.60 15.74 Den Network 275.00 11.65 32.50 20.37 9.80 -42.35 Renuka Sugars 2177.47 22.23 395.63 11.60 86.17 -61.60 Usher Agro 144.50 60.02 17.60 40.80 9.30 45.31 16364.10 3.83 5531.92 37.19 1660.40 -16.83 Dena Bank 466.30 42.95 322.55 15.15 147.50 7.60 Rolta 446.88 13.25 176.14 18.06 69.96 8.87 VIP Ind 181.90 37.49 30.10 48.28 21.00 112.12 BHEL 17239.55 25.37 3701.01 32.85 2573.68 31.40 Dewan Hsg Fin 130.50 39.45 86.45 52.95 63.60 52.45 Sadbhav Engg 623.80 36.37 69.03 31.49 28.15 75.95 Voltamp Tranfor 154.90 -14.94 16.70 -54.74 13.90 -47.55 BPCL 42677.61 13.61 1507.34 6.54 807.70 0.25 Dish TV 422.88 39.47 79.43 126.84 -39.88 - Shoppers Stop 627.68 52.47 34.76 71.77 14.90 11.54 LARGE CAP & OTHERS Cairn India 3562.94 414.23 2983.31 711.04 2286.60 832.81 Edelweiss Cap 278.55 19.81 122.95 16.37 40.90 -27.99 988.08 4.65 272.20 -17.36 63.48 - ABB 1620.60 10.81 95.89 30.36 61.50 326.71 1505.64 11.40 305.59 20.89 241.76 14.08 Educomp Solut 488.75 53.61 229.00 45.60 70.40 101.29 Shrm City Union 216.30 37.64 133.70 36.57 70.75 55.84 Adani Enter 7394.05 -5.51 1169.50 127.18 653.10 90.49 DLF 2349.12 17.79 1139.69 13.97 462.83 4.25 1417.30 36.16 129.00 41.45 58.30 45.02 Simplex Infras 1406.35 12.34 140.34 9.52 39.58 -24.35 Adani Power 824.56 309.62 473.82 304.08 234.78 139.18 Dr Reddys Labs 1916.17 16.67 325.25 40.13 269.59 46.76 EIH 305.50 11.37 107.30 28.50 6.40 -74.90 Sintex Ind 1369.30 25.81 215.85 14.78 140.75 1.37 Adi Bir Nuvo 5379.30 17.44 701.55 51.39 267.70 48.56 GAIL 8668.21 32.49 1457.10 8.45 930.07 2.12 322.30 14.98 61.20 8.51 53.10 9.03 SKS Microfinanc 197.20 0.00 25.00 0.00 8.10 -87.14 Allahabad Bank 1092.90 47.17 844.45 28.34 405.90 80.80 Grasim Ind 5831.33 8.28 1520.85 13.15 658.85 0.66 Era Infra Engg 1247.90 27.22 209.40 7.16 66.90 7.56 Sobha Developer 358.80 -10.59 80.85 -16.63 45.13 -18.99 3598.31 22.43 409.75 6.85 235.16 3.33 HCL Techno 4088.04 32.45 668.55 13.29 424.62 28.83 Escorts 897.73 32.88 52.87 -20.02 25.73 -41.65 South Ind Bank 237.45 135.58 140.45 189.01 67.90 75.90 1995.48 12.11 321.70 8.29 205.33 7.02 HDFC 1550.57 18.63 1495.24 17.96 1067.91 15.30 452.43 10.36 357.90 6.38 156.05 33.48 Spicejet 779.00 39.21 -84.50 - -64.30 - 2344.50 34.95 1855.56 24.34 1079.29 20.04 HDFC Bank 2837.57 20.71 2015.81 21.36 1095.70 30.99 Fortis 390.70 18.57 57.85 23.35 37.40 37.25 STC India 880.00 -0.95 157.00 5.16 83.50 -38.47 2026.90 30.63 1305.63 1.30 662.72 54.87 Hero Honda 5292.38 28.60 607.51 -14.14 509.57 -14.91 G E Shipping 564.65 -11.77 206.15 -24.21 86.70 -54.67 Sterlite Techno 845.40 27.63 80.30 -27.07 45.80 -36.57 Bharat Electron 2472.85 36.34 568.70 228.92 445.50 123.08 Hindalco 19363.20 16.23 2247.67 19.69 925.90 24.26 Gammon India 1858.90 11.46 189.00 71.51 89.20 43.64 Strides Arcolab 459.55 23.04 82.85 1.13 26.20 -15.16 Bosch 1836.05 15.62 326.31 7.51 218.35 7.80 HUL 4877.87 12.85 547.77 -1.67 447.19 6.23 Glenmark Pharma 796.25 13.24 187.85 1.92 105.30 3.83 Syndicate Bank 1378.20 26.60 701.70 27.37 259.70 54.40 Cadila Healt 1036.68 24.71 218.42 20.21 148.28 21.76 ICICI Bank 2377.07 16.75 2403.11 -4.73 1437.11 42.88 GSK Consumer 771.13 18.93 164.38 16.69 116.58 21.24 Tata Chem 2675.80 15.95 504.97 17.10 191.60 -4.07 2247.20 32.32 1500.60 7.38 929.10 84.61 IDFC 616.97 15.28 472.22 42.78 317.98 39.68 Guj Gas 518.75 26.52 114.20 11.36 70.80 14.75 Tata Comm 2000.15 4.76 274.03 120.28 -99.40 - Castrol 754.90 15.08 165.00 -8.33 111.00 -5.29 Techn 7438.89 25.12 2468.33 22.23 1882.05 17.67 Guj Petronet 277.13 5.04 258.78 6.48 135.18 25.29 Tata Tele(Mah) 606.70 5.36 157.70 -6.49 -10.30 - Colgate 598.92 14.98 141.55 1.24 109.01 -0.56 ITC 5857.64 15.23 1930.81 21.89 1281.67 24.50 GVK Power & Inf 501.00 2.54 139.33 73.95 38.00 14.80 Techno Electric 341.90 58.80 62.70 79.66 44.90 60.36 Container Corp 1039.48 9.37 279.24 26.87 228.20 32.03 Jaiprakash Asso 3827.98 14.60 939.48 10.71 353.42 28.43 India 1561.25 12.37 137.60 43.33 77.40 - Thermax 1456.75 19.49 176.14 20.15 113.98 42.50 Crompton Greave 2820.43 12.46 409.40 1.66 270.45 -3.10 Jindal Steel 3745.88 17.96 1832.10 25.59 1105.76 14.76 HCC 1298.60 19.55 155.13 26.11 24.96 -38.42 Torrent Pharma 551.63 19.32 92.70 5.38 67.50 14.60 (I) 1120.90 42.29 209.88 30.87 154.35 30.45 Kotak Mah Bank 1012.80 29.20 941.80 27.10 386.60 -7.60 HDIL 523.50 20.60 269.30 9.96 219.86 22.49 Triveni Engg 630.00 6.08 113.40 128.17 32.50 127.27 India 1104.28 29.62 206.90 24.08 153.08 14.36 Larsen & Toubro 16279.10 20.53 2266.21 13.42 1544.15 14.10 Hotel Leela 145.20 9.50 55.25 50.54 21.00 121.05 Tulip Telecom 630.40 18.81 180.80 17.02 81.20 2.16 Divis Lab 358.30 14.07 155.20 4.02 99.90 -22.80 Mah & Mah 6594.16 24.46 978.52 15.61 673.51 17.98 HT Media 457.25 19.15 86.75 -5.25 43.96 -10.64 TVS Motor 1695.83 40.83 108.89 38.49 54.95 17.49 Engineers India 795.95 24.31 169.55 2.08 139.30 11.53 9872.10 18.44 954.19 -12.14 604.01 -7.09 IBN18 Broadcast 208.00 23.22 11.15 364.58 -0.45 - Unichem Labs 199.90 14.95 40.00 -3.61 25.50 -24.78 Exide Ind 1177.02 14.34 193.93 -10.64 138.28 2.80 NTPC 14461.60 16.37 4007.04 42.49 2303.09 12.33 Ind Ove Bank 1273.23 39.24 689.73 64.88 300.47 135.85 United Phosphor 1708.44 12.47 357.00 17.63 216.24 6.38 GMR Infra 1448.06 28.72 401.32 27.57 -107.72 - ONGC 18054.55 15.94 10946.92 24.65 5242.60 38.82 India Cements 972.95 0.89 189.26 46.33 70.30 90.90 Usha Martin 899.10 42.04 164.40 64.89 41.00 -40.84 Godrej Cons 966.65 89.86 167.19 55.59 118.48 29.10 Power Grid 2651.93 18.88 2229.73 22.48 786.27 18.78 India Infoline 335.50 8.37 72.30 40.94 48.50 -7.09 UTV Software 241.67 90.59 53.97 46.25 38.37 24.43 GSK Pharma 621.01 14.28 227.91 12.78 172.83 7.21 Punjab Nat Bank 3428.16 27.13 2308.49 3.88 1125.81 -0.05 Real 274.90 352.88 70.95 - 53.35 5827.78 Vardhman Textil 1019.20 34.70 225.70 33.60 95.40 136.70 Hind Zinc 2845.78 12.58 1635.85 6.46 1399.71 12.97 Ranbaxy Labs 2142.87 -18.43 304.28 -72.46 164.73 -81.73 Indian Hotels 500.50 12.89 146.90 2.37 63.25 -3.88 1613.24 9.16 141.18 -3.57 109.40 -14.92 HPCL 39163.87 24.37 1432.13 -15.35 664.99 -20.31 Reliance Cap 1532.90 -10.68 315.47 63.09 106.20 64.57 Indraprasht Gas 492.38 70.80 135.70 45.96 70.23 36.37 Zuari Ind 1139.20 -8.43 45.60 27.37 31.90 56.37 IDBI Bank 1680.50 28.56 1075.10 54.91 413.80 29.96 Reliance Comm 5129.63 0.71 1695.74 5.87 284.81 -76.19 Infotech Ent 332.65 30.19 50.81 -3.24 37.32 -22.87 BSE SMALL CAP Idea Cellular 4177.45 25.83 976.59 9.66 248.04 4.75 Reliance Ind 67368.76 17.02 10254.11 12.24 5576.14 18.39 ING Vysya Bank 425.75 3.74 162.20 -9.74 86.30 27.10 Action Construc 207.10 44.02 17.60 31.34 13.70 41.24 1056.03 13.06 743.60 -15.65 423.05 3.20 Reliance Infra 3072.76 23.12 301.76 30.45 256.24 -4.01 Ipca Lab 437.23 19.81 80.14 15.43 46.10 18.46 Adhunik Metalik 400.30 6.63 66.10 4.26 11.30 -45.41 Indian Oil Corp 91191.74 15.00 5429.70 -35.18 2985.24 -46.28 Reliance Power 396.451815.22 88.75 - 124.05 34.25 IRB Infrastruct 808.50 61.13 324.00 40.26 124.38 -13.31 Ansal Infras 292.30 19.99 67.60 288.51 29.10 - IndusInd Bank 362.90 33.03 255.50 38.03 160.90 64.18 SAIL 13247.98 9.68 2784.50 -4.82 1817.08 -12.63 IVRCL 2351.62 24.45 229.41 16.09 93.36 9.60 Arvind 717.40 24.60 96.10 44.90 25.30 64.40 Jaypee Infratec 549.60 377.08 275.40 171.33 220.70 179.37 SBI 9222.86 37.16 6672.80 32.43 2895.24 55.07 J & K Bank 401.40 30.03 249.20 23.86 153.90 28.25 B L Kashyap 447.80 53.41 36.30 56.47 16.20 14.08 JP Power 124.30 -57.08 98.70 -59.77 -15.77 - Sesa Goa 3029.51 25.44 1760.43 17.41 1496.85 24.06 Jagran Prak 276.06 17.12 76.54 20.94 43.90 20.60 Balkrishna Ind 546.30 23.35 99.90 -9.76 51.20 -15.79 JSW Energy 1492.97 89.87 644.10 93.71 346.43 26.88 2799.37 25.76 357.90 25.08 236.23 30.45 Jain Irrigation 1207.20 25.81 258.46 29.81 118.70 26.36 Bharati Shipyar 343.50 6.31 62.70 13.79 28.50 -19.94 JSW Steel 6778.16 26.66 1444.84 9.37 605.73 -1.53 Sterlite Ind 9022.76 26.26 2368.06 11.95 1450.28 5.01 Jet Airways 3423.18 13.90 283.78 -41.47 -154.85 - CEAT 956.50 22.52 41.50 6.14 8.50 -44.44 Lanco Infra 2186.80 30.00 303.30 27.17 136.60 17.96 1503.43 35.95 417.48 2.89 355.11 -9.55 Jindal Saw 1229.77 13.21 243.93 -15.75 138.97 -22.92 Consoildated Co 686.20 7.85 66.84 -7.55 25.83 -27.09 LIC Hsg Fin 412.33 25.72 379.04 31.06 261.34 22.37 35109.81 22.86 4923.41 56.70 2674.25 89.85 Jubilant Food 198.28 59.78 35.60 84.50 21.73 108.82 Deepak Fert 407.80 24.42 92.95 10.39 45.25 1.69 Lupin 1433.92 9.96 282.63 5.33 222.94 1.07 1740.57 -1.06 393.67 -4.76 197.82 29.48 Jubilant Life S 915.15 -7.60 145.43 -32.46 60.25 -53.61 Dishman Pharma 255.06 2.68 45.70 -11.09 8.82 -57.51 1273.41 4.20 253.85 -18.95 221.91 -15.57 32492.70 18.25 4409.17 -6.82 1771.69 -25.65 Jyothy Lab 201.00 5.90 24.80 -18.69 21.90 -18.59 Elecon Engine 413.10 24.88 60.20 32.60 22.85 17.48 MRPL 12841.40 47.60 764.20 182.50 425.60 68.20 TCS 10141.02 28.43 2955.04 29.82 2347.39 20.66 Kalpataru Power 1030.20 24.70 114.27 24.34 72.37 30.94 EMCO 300.00 -20.30 22.50 -30.34 3.20 -59.49 Mundra Port 528.08 22.38 303.70 18.83 196.00 22.18 8275.03 17.58 1681.83 13.92 1375.11 13.58 Kansai Nerolac 518.60 22.40 61.70 4.80 36.60 10.80 Ess Dee Alum 195.30 22.98 58.60 67.91 41.10 45.23 National Alum 1793.66 10.99 574.22 8.11 388.52 0.00 BSE MIDCAP KEC Intl 1547.77 14.08 159.67 21.33 71.37 11.56 Everest Kanto 207.30 14.03 41.60 - 19.30 -32.52 Nestle India 1792.09 21.11 377.83 23.42 246.29 23.36 Aban Offshore 886.95 -13.13 564.75 -10.23 79.35 101.91 KSK Energy Vent 266.60 75.97 152.60 58.30 26.00 -72.60 Everonn Educati 113.80 8.90 47.00 47.34 20.10 22.56 Neyveli Lignite 1696.50 53.74 706.30 214.47 531.90 33.58 ABG Shipyard 565.00 19.40 132.00 105.61 66.40 14.48 M & M Fin Serv 403.32 22.94 286.40 19.23 158.68 12.90 FAG Bearings 274.00 16.30 50.69 40.99 31.90 42.00 NHPC 601.70 -30.27 340.90 -39.64 198.10 -49.23 AIA Engineering 329.10 31.59 72.20 49.48 51.20 30.95 Madras Cements 618.00 6.10 161.92 24.26 54.60 85.90 Firstsource Sol 540.20 6.61 78.30 11.06 39.60 11.24 NMDC 3125.50 57.58 2517.97 82.57 1924.40 80.61 Allcargo Global 714.80 22.04 76.84 34.33 48.25 41.84 Maha Seamless 418.35 3.22 93.60 -15.14 69.65 -7.32 Gateway Distrip 123.03 19.46 38.12 29.52 23.77 -1.15 413.60 154.57 245.35 139.56 202.70 93.06 Amara Raja Batt 462.90 6.83 71.00 11.99 40.00 18.69 Mahindra Lifesp 148.47 25.27 54.07 29.32 38.23 30.52 Geometric 170.50 34.04 21.30 13.90 15.70 30.83 2712.73 45.02 1393.70 97.89 892.35 107.04 Andhra Bank 846.78 29.13 610.73 28.11 295.25 22.77 Manappuram 284.10 102.06 176.70 103.10 108.90 108.62 Great Offshore 215.20 -22.73 107.20 -23.59 29.00 -60.33 Oriental Bank 1015.67 2.65 743.70 0.56 363.82 14.72 Apollo Hospital 629.57 23.19 94.20 27.41 44.70 43.88 746.98 24.14 94.20 10.98 64.21 15.02 Guj Indl Power 303.40 19.40 91.30 47.26 19.10 -48.10 Power Finance 1016.82 35.03 974.18 34.88 715.28 22.09 Apollo Tyres 2524.27 17.78 248.20 -4.62 87.33 -35.78 389.52 13.09 48.72 -22.97 30.05 -44.85 Hexaware Techno 317.61 43.07 40.00 118.93 39.99 253.31 Rural Elect 902.58 19.64 897.82 19.27 668.76 19.19 Areva T&D 912.70 17.50 106.37 151.47 39.351033.67 Monnet Ispat 397.75 -9.27 118.90 -7.40 75.65 4.34 Hind Dorr Olive 336.90 25.01 38.40 42.75 22.10 72.66 Shriram Trn Fin 865.74 27.14 621.33 27.12 347.46 31.42 Aurob Pharma 1090.34 19.33 224.43 27.97 133.78 27.31 Mothersons Sumi 2234.80 12.04 250.98 -7.12 108.73 -5.60 Indoco Remedies 118.00 8.50 20.41 61.76 12.50 51.40 Sun TV Network 476.72 21.64 371.21 12.19 189.63 14.42 Aventis Pharma 281.63 12.05 48.03 0.74 41.07 13.72 Motilal Oswal 144.90 -11.08 51.55 -28.80 31.15 -38.92 Infinite Comput 231.90 24.41 39.40 35.40 27.60 25.45 Suzlon Energy 3568.75 -14.01 318.65 -9.22 -85.55 - Bajaj Elect 949.80 21.12 114.00 23.51 61.70 45.18 Nava Bhar Vent 241.85 -23.16 59.15 -52.20 49.60 -57.86 JK Lakshmi 351.00 -20.50 38.61 -62.80 11.00 -84.50 1251.44 5.49 258.52 -7.27 193.07 -12.32 298.10 53.66 157.50 27.02 73.20 190.48 NCC 1743.33 14.51 170.75 11.94 62.59 -10.36 Jyoti Structure 716.93 31.13 78.28 11.47 30.60 21.23 Titan Ind 1700.77 29.70 162.00 52.75 113.90 64.95 Bajaj Hind 921.50 45.81 219.50 177.85 10.80 -66.04 348.10 -7.96 65.10 142.91 25.30 -43.90 KNR Constructin 230.00 -19.07 28.80 -11.93 11.50 -10.85 1617.80 -5.77 450.20 -23.03 230.00 -16.39 Balrampur Chini 447.05 -4.98 111.75 37.29 52.80 91.30 OnMobile Global 162.50 32.22 38.80 77.17 21.90 114.71 KPIT Cummins 279.97 25.76 37.90 -1.82 26.73 18.62 UltraTech Cem 4540.50 7.96 1104.80 6.28 588.80 8.53 BGR Energy 1410.30 -14.96 153.47 -11.95 82.60 -23.78 Opto Circuits 530.50 58.58 119.05 7.30 85.40 17.03 KPR Mills 307.00 14.77 61.30 25.61 31.20 92.59 Union Bank 1653.13 18.37 1106.07 -1.41 593.29 -0.03 1325.37 43.42 237.94 47.33 90.03 60.76 Pantaloon Retai 2910.20 42.87 255.46 18.49 56.47 -4.79 Madhucon Projec 588.80 20.71 44.20 41.21 13.60 86.30 Unitech 815.46 -25.04 286.26 -0.29 190.54 8.58 Bhushan Steel 2107.65 31.02 638.80 43.70 330.40 37.15 Patni Computer 851.86 9.57 149.23 -10.99 127.28 -15.30 Man Infraconst 111.80 -36.51 17.80 -54.24 9.70 -56.50 United Brew 773.80 35.00 98.90 51.45 51.10 95.79 696.68 6.07 153.78 17.27 96.86 20.04 Peninsula Land 119.20 -46.98 56.40 -45.98 54.70 -45.08 Marg 243.50 15.79 30.70 6.60 15.70 -45.10 1522.49 20.81 235.60 24.40 84.74 49.06 Birla Corpn 610.90 1.50 187.70 8.10 138.30 0.60 Persistent Sys 206.02 19.97 39.96 0.39 30.86 -22.27 Mastek 146.20 -14.15 2.80 -88.52 -3.20 - 1996.30 37.79 347.00 36.01 160.97 15.50 Bombay Rayon 602.40 25.06 157.20 28.75 51.50 2.18 Petronet LNG 4044.66 69.56 361.27 78.67 183.23 88.31 NIIT 329.80 11.80 46.80 -1.68 13.10 -9.03 336.20 37.73 314.60 23.73 195.69 39.77 Britannia Ind 1086.65 16.80 46.15 - 30.85 - Polaris Softwar 418.78 19.30 56.55 -2.70 50.33 9.65 Orbit Corpn 103.90 20.12 50.35 22.21 18.70 -6.50 Zee Enter 732.41 12.80 163.55 -10.94 118.43 -6.94 Carborundm Univ 426.30 20.83 63.00 24.02 34.60 6.79 Proct & Gamb 239.20 16.70 48.00 9.80 42.10 -3.60 Phillips Carbon 468.20 29.16 63.00 50.72 28.30 23.04 Note:- % change over Q4FY10; Bank & Finance companies’ net sales = Net interest income CESC 913.82 20.69 243.22 32.18 116.06 16.06 PTC India 1675.73 34.78 20.63 120.93 24.10 83.65 Prakash Ind 467.20 0.62 80.00 -19.19 62.50 -18.19 E=Average estimates. Data compiled from various research reports(from broking houses) Chambal Fert 802.50 12.24 173.50 9.33 62.60 12.69 Punj Lloyd 2549.50 45.60 172.23 - 52.67 - Provogue 171.10 4.97 20.00 36.05 6.50 71.05 sourced from [email protected]. Petro 10392.45 90.16 469.25 122.55 241.15 153.84 Puravankara 158.93 29.42 49.90 38.35 39.00 -10.55 Shivvani Oil 376.00 25.58 169.20 11.68 57.60 22.55 Data compiled by BS Research