DOWJONES 13323.4 69.1 0.5 HANG SENG * 20060.9 203.0...

1

11-Sep-12

Latest Points % Chg.

NIKKEI 225 * 8935.5 128.2 1.5

HANG SENG * 20060.9 203.0 1.0

DOWJONES 13323.4 69.1 0.5

NASDAQ 3104.5 0.5 0.0

SGX NIFTY FUT* 5431.0 23.0 0.4

INFY 45.8 0.5 1.2

HDFC BANK 35.1 0.8 2.3

ICICI BANK 34.7 0.7 2.2

TATA MOTORS 22.6 0.6 2.6

WIPRO 8.4 0.1 1.0

TATA COMM. 8.7 0.4 4.2

* At 08:20 a.m. IST on 12-Sep-12

WORLD INDICES & INDIAN ADRs (US$)

12 September 2012

Sushil Financial Services Private Limited Member BSE : SEBI Regn.No. INB/F010982338 | NSE : SEBI Regn.No.INB/F230607435. Regd. Office : 12, Homji Street, Fort, Mumbai 400 001. Phone: +91 22 40936000 Fax: +91 22 22665758 Email : [email protected]

Please refer to important disclosures at the end of the report For private Circulation Only.

EQUITY

Latest 1 Day P/E* P/B*

SENSEX 17,853.0 0.6 15.3 2.6

NIFTY 5,390.0 0.5 15.0 2.5

CNXMIDCAP 7,278.3 0.5 14.9 1.4

11-Sep-12

*Source: Bloomberg

COMMODITIES

Latest Points % Chg.

GOLD 1732.2 6.0 0.3

CRUDE OIL 97.2 0.6 0.7

FII ACTIVITIES IN DERIVATIVES 11-Sep-12

FII Net Buy (Rs.

Crs)

Open

Interest

Ch. in Open

Int. (DOD)

Index Futures 102.7 9898.5 6.8

Index Options 530.3 43731.5 3.3

Stock Futures 142.3 24813.6 0.9

Stock Options (4.5) 1485.0 5.7

NET INFLOWS (Rs. Crs.) 10-Sep-12

NET MTD YTD

FII 727.0 1487.1 64497.6

MF (153.0) (219.5) (9866.9)

*YTD From January till date

11-Sep-12

Closing % Chg.

Rs. / $ 55.4 0.09

Rs. / EURO 70.9 0.71

Rs. / UK Sterling 88.6 0.41

EXCHANGE RATE

G.SEC. YIELD 11-Sep-12

Rate Yield (%)

GS CG2022 8.15% 99.8 8.2

MARKETS TODAY Indian equities may open slightly up tracking positive cues from overseas markets ahead of the German constitutional court's ruling on the powers of the European Stability Mechanism later today. Resistance is seen at 5421 levels & support is seen at 5386 levels. Stocks to Watch: IRB Infra, Tata Motors. Data watch: India IIP, France and Germany CPI, France BoP, Italy and EU IIP, UK jobless claims, US energy stocks.

KEY OVERNIGHT DEVELOPMENTS Wall street gained Tues, ending at the highest levels since 2007 on optimism over a German court ruling in favour of the Eurozone bailout fund, and on hopes of a stimulus from the US Federal Reserve. Most Asian equities were trading higher on hopes the German constitutional court would approve the legality of the European Stability Mechanism today. Gold gained 0.3% to close at $1732.20 per ounce. Crude oil gained 0.7% to close at $97.20 per barrel. MUST KNOW….

The Supreme Court started hearing the final arguments in Swiss drugmaker Novartis AG's petition seeking a patent for its anti-cancer drug Glivec.

Satyam Computer Services Ltd plans to treble its employee strength in China to 1,500 persons by 2015.

Shreyas Shipping & Logistics Ltd has signed Memorandum of Agreement (MOA) for purchase of one second hand vessel of 1700 teu capacity at a cost of about Rs.22 Crore. With the purchase of this vessel, the fleet strength increase to six.

Hindustan Construction Co Ltd has received two orders aggregating to Rs.15.34 bn. The first order is for construction of a 10.2-km tunnel on the Udhampur-Srinagar-Baramulla railway line in Jammu & Kashmir. The second order, worth Rs.6.50 bn, is for expansion of a section of National Highway-8 between Vadodara and Surat in Gujarat.

Panacea Biotec Ltd announced a strategic collaboration with US-based pharmaceutical company Osmotica Pharmaceutical for research, development, and commercialisation of drug delivery-based generic and branded pharmaceutical products for US and other key strategic markets.

Phoenix Mills ltd said that it has launched the first phase of its residential project, One Bangalore West, in the city and has already booked sales worth over Rs.5.3 bn.

NIIT Technologies Ltd has signed an agreement to acquire Sabre Holdings' Philippines development centre. The Delhi-based information technology solutions company, however, did not disclose the financial details of the deal. The acquisition of the development centre will help NIIT Technologies deepen its engagement with its existing customers in the travel vertical.

NIIT Ltd entered into a strategic alliance with Microsoft Corp to offer training in cloud computing. Under the alliance, NIIT will offer new programmes in cloud & emrging technologies in association with Microsoft.

Tata Motors Ltd has set up a wholly-owned subsidiary in Indonesia in order to tap the largest automobile market in the Association of Southeast Asian

Nations region.

2

Corporate Announcements The Department of Disinvestment invited bids to appoint merchant bankers to advise the government on

the proposed stake sale in MMTC Ltd. The government is planning to sell 9.33% stake in MMTC through

offer for sale on the stock exchanges, the department said in an advertisement. The government currently

holds 99.33% stake in MMTC.

Suzlon group has received an order from Singapore-based Continuum Wind Energy to supply, erect, and

commission 40 wind turbines corresponding to 84 MW, Suzlon Energy Ltd said in a notice to the exchanges.

The commissioning of the 2.1 MW turbines must be completed in 2012-13 (Apr-Mar).

Horizon Infrastructure Ltd has informed the Exchange that the Board of Directors of the Company at their

meeting held on Sept 10, 2012, inter - alia, considered and approved the Scheme of Amalgamation and

Arrangement of SKIL Infrastructure Limited ("SKIL"), Horizon Country Wide Logistics Limited ("HCWLL") and

Fastlane Distriparks and Logistics Limited ("FDLL") with HIL (hereinafter referred to as the "Scheme") under

section 391 to 394 read with sections 78, 100 to 104 of the Companies Act, 1956, subject to approval of

members, creditors/lenders, Stock Exchanges and sanction of the Hon'ble High Court of Judicature at

Bombay and such other appropriate authorities.

Infosys BPO's subsidiary McCamish Systems LLC has launched operations in the US, thus enhancing its

presence in the voluntary group life insurance operations space, Infosys Ltd said in an exchange filing. The

company has commenced operations in Des Moines with 87 employees. It will serve seven insurers and

provide life cover to over 600,000 people. McCamish Systems, a subsidiary of Infosys' wholly owned

business process outsourcing arm, is an end-to-end insurance and retirement solutions provider. "With this

addition to the footprint of Infosys BPO operations, our capabilities and domain expertise in group life

administration have been significantly enhanced, potentially yielding magnified gains for clients,"

Swaminathan D, chief executive officer and managing director, Infosys BPO, was quoted as saying in the

notice. Infosys BPO, set up in Apr 2002, employed 23,288 people and clocked revenue of $494.5 mn during

2011-12 (Apr-Mar).

KGN Industries Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held

on Sept 17, 2012, inter alia, to consider issue of warrants convertible into Equity shares to

Promoters/Promoters Group entities on a private placement / preferential basis in accordance with

Chapter VII of SEBI (ICDR) Regulations 2009, subject to the approval of shareholders.

The Supreme Court started hearing the final arguments in Swiss drugmaker Novartis AG's petition seeking

a patent for its anti-cancer drug Glivec. Novartis had filed a petition with the apex court after the

Intellectual Property Appellate Board rejected its application for a patent to Glivec. The appellate board

had rejected the company's request for a patent on the ground that Glivec was not a new medicine but an

amended version of an already existing compound. The board held Novartis could not show any actual

enhancement of known efficacy for the compound. Cancer Patients Aid Association, Natco Pharma Ltd,

Cipla, Ranbaxy Laboratories, and Hetero Drugs are opposing the grant of patent.

Satyam Computer Services Ltd plans to treble its employee strength in China to 1,500 persons by 2015, the

company said in a release on the BSE website. "China will be a critical pillar of our regional and global

strategy," the release quoted Rohit Gandhi, senior vice president-Asia Pacific, India, Middle East and Africa,

as saying. "The region will increase its revenue contribution from 24% currently in view of the size of

Chinese economy and specific opportunities which we have identified," he was quoted as saying. The

3

company said it is keen to partner with Chinese companies to tap orders in China's telecommunication

space.

Shreyas Shipping & Logistics Ltd has informed BSE that the Company has signed Memorandum of

Agreement (MOA) for purchase of one second hand vessel of 1700 teu capacity at a cost of about Rs.22

Crore. With the purchase of this vessel, the fleet strength increase to six.

Maruti Suzuki India Ltd has informed BSE that, by an Order made on the Aug 22, 2012, the Honble High

Court of Delhi at New Delhi, has directed that a meeting of the Equity Shareholders of the Company will be

held at Sri Sathya Sai International Centre, Pragati Vihar, Lodhi Road, New Delhi- 110003, on Sept 29, 2012,

at 03:00 P.M., for the purpose of considering, and if thought fit, approving with or without modification(s),

the Scheme of Amalgamation between Suzuki Powertrain India Limited and Maruti Suzuki India Limited

and their respective shareholders and creditors (the "Scheme").

Hindustan Construction Co Ltd has received two orders aggregating to Rs.15.34 bn, a company release

said. The first order is for construction of a 10.2-km tunnel on the Udhampur-Srinagar-Baramulla railway

line in Jammu & Kashmir. "The contract for construction of the 10.2-km tunnel...is a repeat order to HCC

awarded by IRCON International Ltd," the release said. "This contract is worth Rs.8.84 bn and will be

completed in 60 months." The second order, worth Rs.6.50 bn, is for expansion of a section of National

Highway-8 between Vadodara and Surat in Gujarat. This project includes construction of a bridge across

Narmada river.

Panacea Biotec Ltd announced a strategic collaboration with US-based pharmaceutical company Osmotica

Pharmaceutical for research, development, and commercialisation of drug delivery-based generic and

branded pharmaceutical products for US and other key strategic markets. "This is a collaboration in which

both the companies are going to identify new products, co-develop, co-invest and bring it to the market,"

Joint Managing Director Rajesh Sharma said. Under the pact that is based on equal risk, investment, and

profit-sharing between the two companies, Panacea Biotec will receive consented amounts of step-

payments representative of 50% share of development costs from Osmotica on achieving development

milestones. Initially, both companies plan to start with a portfolio of 18 drugs and later add more in the 10-

year collaboration. Panacea Biotec will also receive a fixed research fee over and above the 50% share of

development costs for each new product added to the collaboration and for every new market thereof.

After commercialisation of the products in the US, and other markets as may be added in future, there will

be an equal sharing of profits between Panacea and Osmotica. "Panacea Biotec will receive research

milestone payments as soon as the project is identified and agreed. And after that, 50% of the whole

investment that is needed to develop the product would be invested by Osmotica and the profits would be

shared 50-50," Sharma added. Panacea will lead product identification, research, development and

manufacturing while Osmotica will take charge of product registration, legal matters, marketing, sales and

distribution. The collaboration products are expected to be sold under the Osmotica and Panacea Biotec

label.

Canara Bank is conducting a forensic audit of troubled Deccan Chronicle Holdings Ltd, Financial Services

Secretary D.K. Mittal said. "The government is aware of Deccan Chronicle Holdings' situation. Canara Bank,

the lead banker of the bankers' consortium, is conducting a forensic audit of Deccan Chronicle Holdings,"

Mittal told reporters. The government wants to study the systemic failure in the case of Deccan Chronicle

Holdings, he said.

4

South Indian Bank has raised Rs.4.43 bn through a qualified institutional placement of 200 mn equity

shares at Rs.22.13 per share, the bank informed the stock exchanges. The QIP issue, which opened Sep 3

and ended Sep 5, received subscriptions from eight entities, including State Bank of India, Axis Bank, IFCI,

foreign institutional investors, SBI Mutual Fund, SBI Life Insurance and Multiples Private Equity Fund.

Property developer Phoenix Mills ltd said that it has launched the first phase of its residential project, One

Bangalore West, in the city and has already booked sales worth over Rs.5.3 bn. In a statement issued to the

exchanges, the company said that it has sold over 275 apartments with its average basic sale price

exceeding Rs.7,000 per square feet, which was above its own internal estimates. The first phase of the 3-

mn-square-foot residential project will consist of five towers and the construction is expected to begin next

month, the statement said.

NIIT Technologies Ltd has signed an agreement to acquire Sabre Holdings' Philippines development centre,

the Indian company said in a release to the National Stock Exchange. The Delhi-based information

technology solutions company, however, did not disclose the financial details of the deal. The acquisition of

the development centre will help NIIT Technologies deepen its engagement with its existing customers in

the travel vertical. "The acquisition fits well with our strategy of 'Focus and Differentiate' and enhances our

global delivery footprint," said Arvind Thakur, chief executive officer of NIIT Technologies. The Manila-

based development centre has a capacity of 200 seats and can be expanded further, the release said.

Infinite Computer Solutions (India) Limited has informed the Exchange that Hon'ble High Court of

Judicature at Delhi has at the hearing held on Sept 10, 2012 approved the Scheme of Amalgamation of

Infinite Data Systems Private Limited (Wholly Owned Subsidiary of the Company and Transferor Company

1) and Infinite Infosoft Services Private Limited (Wholly Owned Subsidiary of the Company and Transferor

Company 2) with Infinite Computers Solutions (India) Limited (the "Transferee" Company) and their

respective shareholders and creditors ("Scheme"). The appointed date for the merger is Apr 01, 2012.

NIIT Ltd entered into a strategic alliance with Microsoft Corp to offer training in cloud computing. Under

the alliance, NIIT will offer new programmes in cloud and emerging technologies in association with

Microsoft. "The alliance aims to make available skill-sets required to create a pool of cloud-ready

professionals for the global IT (information technology) market," NIIT said. "It is estimated that this

partnership will develop 100,000 newly-skilled cloud-ready professionals over the next 3 years, in India

alone," It said. NIIT is also looking at setting up centres in some countries in East Africa and Asia Pacific by

the end of the current financial year, Chief Executive G. Raghavan said on the sidelines of the press

conference held to announce the alliance. The company is looking at countries such as Kenya, Tanzania,

and the Philippines, to expand, he said. Also, NIIT will launch programmes in non-IT space as well,

Raghavan said, adding that it had already soft-launched programmes for commerce students and

personality development courses, which will see a "full-blown national launch" in Oct-Dec.

Vedanta Group company Sesa Goa Ltd has 2-mn-tn iron ore inventory in Goa and it will seek permission

from the state government to utilise it, a source told. The state government has suspended mining

operations of all the mining leases existing in the state, but has exempted trade and transportation of ore

that has already been mined. The company will seek the state government's permission within the next

seven days to utilise the ore, the source said. "We (Sesa Goa) have more than 2 mn tn iron ore that is

already mined and is also saleable," a source close to the development told. "The government has asked

miners to file certain documents to get mined ore." "Whether we will export the mined ore or will use it for

our Amona (pig iron) plant is something we will decide later," the source said. "Right now, we will file the

5

required documents so that we can get the mined ore." Sesa Goa's Amona plant, situated on the banks of

the Mandovi River in Goa, currently has an installed capacity of 250,000 tn per annum. The company has

two major iron ore mining areas in Goa, one at Codli village in south Goa and other in Sonshi village in

north Goa. Goa is the country's largest exporter of low-grade iron ore fines.

Tata Motors Ltd has set up a wholly-owned subsidiary in Indonesia in order to tap the largest automobile

market in the Association of Southeast Asian Nations region, the company said in a press release. The

subsidiary, PT Tata Motors Indonesia, will help Tata Motors foray into both, the passenger car and

commercial vehicle segments in that country, the automaker said. "The company will begin to launch its

products in 2013, for which extensive preparations are now on," the country's largest manufacturer of

commercial vehicles said. By 2013, PT Tata Motors Indonesia will have 10-15 dealers in the country. "Over

a period of three years, the company will set up a country-wide network of about 60 full-service dealers,

about 100 other workshops and about 300 more spare part retailers," Tata Motors said. Tata Motors is also

considering a manufacturing base in Indonesia, through which it will cater to the ASEAN region and is

planning investments to increase component localisation in Indonesia.

Indian Bank has informed the Exchange that with reference to Communication dated Feb 02, 2012

informing the approval accorded by the Board of Directors of the Bank for a Scheme of Amalgamation of

M/s Indfund Management Limited, a wholly owned subsidiary of the Bank with Indian Bank. Accordingly,

M/s Indfund Management Limited has since been merged with the Bank.

Zydus Pharmaceuticals USA Inc, the US arm of Cadila Healthcare Ltd, has received the US Food and Drug

Administration's approval for the generic version of chemotherapeutic antibiotic Levaquin, the regulator

said on its website. Zydus Pharmaceuticals has got approval for 250 mg, 500 mg, and 750 mg strengths of

the drug levofloxacin, which is marketed under the brand name Levaquin in the US by Janssen

Pharmaceuticals Inc. Levofloxacin is a synthetic chemotherapeutic antibiotic prescribed for treating

infections such as pneumonia, chronic bronchitis and sinus, and urinary tract, kidney, prostate, and skin

infections. Levofloxacin is also prescribed for severe life-threatening infections caused by bacteria such as

anthrax or those resistant to antibiotics. Several other companies are already marketing generic

levofloxacin in the US. These include Indian drug majors such as Cipla Ltd, Dr Reddy's Laboratories Ltd,

Aurobindo Pharma Ltd, Glenmark Pharmaceuticals Ltd, Lupin Ltd, Orchid Chemicals and Pharmaceuticals

Ltd, and Wockhardt Ltd.

Novelis Inc has signed a multi-year pact with Jaguar Land Rover to be the sole supplier of automotive sheet

products to the latter, Novelis said in a release. It, however, did not disclose the financial details or the

exact duration of the agreement. Novelis is a wholly-owned subsidiary of Hindalco Industries Ltd. As per

the agreement, Tata Motor's arm Jaguar Land Rover will source rolled aluminium from Novelis and the

latter will recover and recycle all the automaker's aluminium scrap creating a closed-loop recycling system,

the release said. Novelis currently supplies aluminium, which is widely used across Jaguar Land Rover's

product range, including the Jaguar XJ, XF and XK models as well as for the Land Rover Defender, Discovery

4, Range Rover, Range Rover Sport and Range Rover Evoque models. To meet the rapid growth in demand

for automotive aluminium sheet worldwide, Novelis is increasing its capacity by more than double, the

company said in its release.

Godrej Properties Ltd announced the launch of a 2-mn-sq-ft residential project--Godrej Summit—in

Gurgaon, Haryana. The company's second project in Gurgaon consists of 11 high-rise towers and offers

about 1,200 homes with a variety of two-, three-, four-BHK and penthouse apartments in sizes ranging

6

from 1,250 sq ft to 4,500 sq ft. Godrej Summit is a joint venture between Godrej Properties and Zara Sanya

Group where the latter has provided land for a 49% stake in the project. According to Managing Director

and Chief Executive Officer Pirojsha Godrej, the project, which would be completed in five years, is

expected to generate a revenue of Rs.12 bn. Godrej said the company has invested Rs.5-6 bn for the

project and also raised Rs.440 mn through joint venture partner Zara Sanya.

Mahindra & Mahindra Ltd's arm, Mahindra USA, has started operations at its fourth tractor assembly plant

and distribution facility in North America, the company said in a release. The plant will initially assemble

200 tractors per month, against its actual capacity of 500 tractors per month, and will employ up to 30

personnel as it moves into full production, the company said. "The new facility will provide support and

service to Mahindra's northeast United States and eastern Canadian dealers and partners. The centre, to

be operated in partnership with TPC Power Center, will also create a positive impact on the Bloomsburg

and surrounding area' economy," the release said quoting Pawan Goenka, president - automotive and farm

equipment sectors, Mahindra & Mahindra.

Fortune Financial Services India Ltd has informed BSE that a new subsidiary company viz. Fortune

Integrated Assets Finance Limited has been incorporated to carry on the business of Vehicle & other assets

Loans. The effective date of registration is Sept 08, 2012 as per the certificate of incorporation issued by

Registrar of Companies, Maharashtra, Mumbai.

Deccan Chronicle Holdings Ltd has informed BSE that the Board of Directors of the Company at its meeting

held on Sept 07, 2012, has passed a resolution to restructure the existing debt of the Company by an

application to Corporate Debt Restructuring (CDR) Cell under CDR Mechanism as envisaged under the

Reserve Bank of India Guidelines.

The boards of Network18 Media & Investments Ltd and TV18 Broadcast Ltd have announced the schedule

of their respective rights share issues. Network18 Media's rights issue will open on Sep 18 and close on Oct

4, while that of TV18 Broadcast will open on Sep 25 and close on Oct 15, the two companies said in

separate filings on the website of the Securities and Exchange Board of India. Network18 Media will offer

307 shares of five rupees each at a premium of Rs.25 each for every 50 held by shareholders on Sep 12,

which is the record date. The total issue size is over 899.87 mn shares aggregating Rs.26.99 bn. TV18

Broadcast plans to raise Rs.26.99 bn through its rights issue in which it will offer a total of 1.35 bn shares

with a face value of Rs.2 each at a premium of Rs.18 per share. Shareholders of TV18 Broadcast will be

offered 41 shares for every 11 held as on the record date of Sep 17. Network18 Media proposes to invest

proceeds of the rights issue in the proposed rights issue of its subsidiary, TV18, which will in turn use the

funds to complete its proposed acquisition of ETV, the Andhra Pradesh-based media company. In January,

TV18 Broadcast had said it will acquire a controlling stake in several Eenadu channels in a complex deal

that will see Reliance Industries Ltd investing in promoter entities of Network18 Media & Investments and

TV18.

7

Information of Bulk Deals – 11th Sept 2012 on BSE

Scrip name Name of Client BUY (B) / SELL (S)

Quantity Shares

Trade Price/ W Avg. Price

Anjani Dham Inds Gautam Hansraj Gouthi B 120729 14.09

Anjani Dham Inds Pawan Agarwal (Huf) S 48558 13.95

Anjani Dham Inds Pratap Kesharsingh Rajput S 70000 14.17

Anuvin Inds Chetan Navinchandra Patel (Huf) S 48000 8.05

Anuvin Inds Ketna Chetan Patel S 93000 8.06

Anuvin Inds Mukesh Raghumal Chetwani B 99900 8.05

Bhandari Hos Chetan Dhir S 100000 50

Djs Stock Hemal Madhusudan Patel B 26909 46.3

Dlink Ind Siraj Saiyed B 180455 25.95

Dlink Ind Yashminben Jikarbhai Saiyed S 180455 25.95

Fulford India Birla Mutual Fund B 63258 946.45

Fulford India Rajesh Damji Nandu (Huf) S 59400 932.8

Gemstone Invest Jinal Apurva Rawal S 431097 17.48

Gujarat Narm Fly Deepak Mahadeo Bhoir B 37450 39.95

Gujarat Narm Fly Kinjal Kunal Gada S 40000 40.7

Gujarat Narm Fly Pandurang Kashinath Lakhe B 44050 40.66

Hanjer Fibres Bharat Equity Services Limited S 100000 4.48

Jaihind Syn Mukesh Omprakash Ladha S 92250 7.33

Jaihind Syn Nirali Nileshkumar Shah B 159305 7.33

Jaihind Syn Vaishali Tushar Shah S 49866 7.33

Mac Charles Chatrabhuj Bassarmal Pardhanani B 648500 106

Mac Charles Sangeeta C Pardhanani S 648500 106

Neuland Lab Aiyappan. K.V S 81000 148.5

Neuland Lab Ramamohan Rao Davuluri B 81000 148.5

Ortin Lab Rajkumari Hanumanprasad Saboo B 42870 21.79

Pasupati Fin Charishma Engineering Limited S 47000 16.53

Pasupati Fin Priya Shrivastava B 30000 16.5

Polypro Fibrils Geeta Ajay Shah S 55000 12.5

Polypro Fibrils Shivprasad Podar B 35000 12.5

Ranklin Sol Sankari G B 46000 4.91

Shalibhadra Fin Dave Rakin Shivprasad S 29600 62.27

Shalibhadra Fin Sanjay Babulal Pandya B 39600 62.38

Srg Hfl Ropal Jignesh Shah S 54000 20.3

Steel Exchange Arcadia Share & Stock Brokers Pvt. Ltd B 205000 57.88

Vadilal Inds Acacia Institution Partners Lp S 92200 253.72

Vhcl Inds Shashikant Gordhandas Badani B 159000 28.57

Vhcl Inds Urmiladevi B Agarwal S 200000 28.5

8

Information of Bulk Deals – 11th Sept 2012 on NSE

Scrip name Name of Client BUY (B) / SELL (S)

Quantity Shares

Trade Price/ W Avg. Price

Arss Infra Proj. Ltd Uniways Agri Commodities Private Limited B 175000 47.64

Bilpower Limited Abhivandan Properties Pvt Ltd S 100000 43.45

Bilpower Limited Infinity Comtrade Privatelimited B 60000 43.45

Bilpower Limited Vijaymohan Ragavan Nair S 100000 43.45

Dhunseri Investments Ltd Monet Securities Private Ltd B 30000 55.7

Dhunseri Investments Ltd Universal Industrial Fund Limited S 30000 55.7

Hotel Rugby Ltd Bhavna Shambhu Dakhara S 100000 32.55

Hotel Rugby Ltd Manishaben Rameshbhai Dakhara S 109749 32.7

Hotel Rugby Ltd Sanjaykumar Jaiprakash Agarwal B 96476 32.83

Kothari Petrochem Ltd Ifci Ltd. S 2573780 10.25

Kothari Petrochem Ltd Ksr Chemicals And Fortune Trading Private Ltd B 1850000 10.25

Kothari Petrochem Ltd Spellbound Trading Pvt Ltd B 759773 10.25

Mangalam Timber Pro Ltd Century Textile & Industries L B 125000 29.9

Nu Tek India Limited Chhakchhuak Lalsangliana B 1715000 1.15

Paramount Communications Abhinav Goyal B 875000 1.7

Paramount Communications Spp Finlease India Limited S 875000 1.7

R.R. Mohota Spg & Wvg Aryaman Sarda Trust S 31600 143.75

R.R. Mohota Spg & Wvg Avs Global Private Limited B 31602 143.75

Vadilal Industries Ltd Ruane Cunniff & Goldfard Inc A/C Acacia Insti Par S 150000 253.08

9

Declaration made under SEBI (Insider Trading) Regulation 2002

Company Name Name of Acquirer / Seller Transaction Date

Buy / Sell

No. of Shares Transacted

Qty%

Holding after Transaction

Qty%

Astra Microwve Products Ltd Rashmi Chitrakar 4/9/2012 B 10000 1559032 1.9

Atharv Enterprises Ltd Aman Shree Trdg&Real Estate Pvt Ltd 28/08/2012 B 15000 808500 9.51

AXIS Bank Ltd A R Gokulakrishnan 14/08/2012 S 4900 13202

AXIS Bank Ltd C Babu Joseph 14/08/2012 S 1000 50300

AXIS Bank Ltd Ramesh Kumar Bammi 14/08/2012 S 500 80827

AXIS Bank Ltd Sanjeev K Gupta 4/9/2012 S 5000 23599

AXIS Bank Ltd Sarabjit Singh Bajaj 14/08/2012 S 700 71300

AXIS Bank Ltd Vinod George 14/08/2012 S 500 31782

Bengal & Assam Company Ltd Bharat Hari Singhania 3/9/2012 B 14793 0.17 169350 1.95

Bengal & Assam Company Ltd Hari Shankar Singhania 3/9/2012 B 14730 0.17 2695500 31.04

Bengal & Assam Company Ltd Raghupati Singhania 3/9/2012 B 15000 0.17 830917 9.57

Bengal & Assam Company Ltd Vinita Singhania 3/9/2012 B 14413 0.17 48368 0.56

Caprihans India Ltd K C Holdings Pvt Ltd 29/08/2012 B 1100 1080395 8.23

Carborundum Universal Ltd Kabir Subbiah 13/08/2012 S 11872

Carborundum Universal Ltd S Vellayan 13/08/2012 B 23744 694544 0.37

Cholamndalm Inv&Fin Co Ltd Master. Kabir Subbiah 13/08/2012 S 13350 0

Cholamndalm Inv&Fin Co Ltd Master. Karthik Subbiah 13/08/2012 S 13350 0

Cholamndalm Inv&Fin Co Ltd Vellayan Subbiah 13/08/2012 B 26700

Compucom Software Ltd Compucom Technologies Pvt Ltd 7/8/2012 B 79265 11203622 14.15

Compucom Software Ltd Compucom Technologies Pvt Ltd 30/08/2012 B 6919 11526718 14.56

Coromandel International Ltd Master. Kabir Subbiah 13/08/2012 S 9730 0

Coromandel International Ltd Master. Karthik Subbiah 13/08/2012 S 9730 0

Devika Proteins Ltd TJR Sons Ltd 22/08/2012 S 80500 0.78 50000 0.49

Dhampur Sugar Mills Ltd Gaurav Goel 6/8/2012 B 43335 3439796 6.38

Dhampur Sugar Mills Ltd Gautam Goel 6/8/2012 B 43773 3470928 6.43

Dhunseri Petrochem&Tea Ltd Dhunseri Investments Ltd 14/08/2012 B 5000 0.01 12146964 34.68

DS Kulkarni Developers Ltd D S Kulkarni 14/08/2012 B 13763 4103536 15.9

DS Kulkarni Developers Ltd D S Kulkarni 16/07/2012 B 16934 4048710 15.69

Dwarikesh Sug Industries Ltd Priyanka G Morarka 14/08/2012 B 2000 50236 0.31

EID Parry India Ltd Karthik Subbiah 13/08/2012 S 13350 0

EID Parry India Ltd S Vellayan 13/08/2012 B 26700 620810 0.35

Electrosteel Castings Ltd Calcutta Diagnostics Centre Pvt Ltd 3/9/2012 B 1000 101000 0.03

Electrosteel Castings Ltd Master Shashwat Kejriwal (Minor) 3/9/2012 B 10000 702310 0.21

Electrosteel Castings Ltd Pallavi Kejriwal 3/9/2012 B 13000 172950 0.05

Electrosteel Castings Ltd Samriddhi Kejriwal (Minor) 3/9/2012 B 3000 134100 0.04

Envair Electrodyne Ltd Shripad Mirashi 29/08/2012 B 386 1740890 57.26

Flexituff International Ltd Sanovi Trading Pvt Ltd 4/9/2012 B 8100 0.03 950800 4.37

10

Flexituff International Ltd Sanovi Trading Pvt Ltd 5/9/2012 B 16750 0.07 967550 4.44

Futuristic Solutions Ltd Mishry Holdings Ltd 21/08/2012 B 47200 2133163 20.36

Futuristic Solutions Ltd Mishry Holdings Ltd 28/08/2012 B 550 2160613 20.63

Ganesha Ecosphere Ltd Sharad Sharma HUF 27/08/2012 B 16606 16606 0.11

Geometric Ltd Milind Shastri 31/08/2012 S 20000 160820 0.26

Granules India Ltd Harsha Chigurupati 4/9/2012 B 12000 260966 1.3

HCL Technologies Ltd HSBC Glb Inv Fun Mauritius Ltd & PAC 30/08/2012 S 838000 0.12 24050356 3.46

HDFC Bank Ltd Gurpreet Singh Channi 3/9/2012 S 4000 4400

HDFC Bank Ltd Munish Mittal 4/9/2012 S 9000 12500

HDFC Bank Ltd Sanjay Dongre 29/08/2012 S 1290 174255

HDFC Bank Ltd Sashidhar Jagdishan 30/08/2012 S 25000 426059

HEG Ltd Sandhu Auto Deposits Ltd 3/9/2012 B 8768 216339 0.54




Hexaware Technologies Ltd Deependra L Chumble 14/08/2012 S 35000 34715 0.01

Hindoostan Mills Ltd Bhor Chemicals & Plastics Pvt Ltd 27/07/2012 B 8889 0.53 12472 0.75

Housing Dvelpmnt Fin Cor Ltd D M Sukthankar 21/08/2012 S 1400 205350 0.01

Housing Dvelpmnt Fin Cor Ltd D M Sukthankar 7/8/2012 S 1000 206750 0.01

Housing Dvelpmnt Fin Cor Ltd Dr S A Dave 7/8/2012 S 2500 301550 0.02

Housing Dvelpmnt Fin Cor Ltd M Ramabhadran 6/8/2012 S 25000 138410 0.01

Housing Dvelpmnt Fin Cor Ltd Madhumita Ganguli 22/08/2012 S 20000 760945 0.05

HT Media Ltd HDFC Equity Fund S 2572825 1.09

HT Media Ltd HDFC MF Mthly Inc Plan-Term Plan S 740000 0.31

HT Media Ltd HDFC Prudence Fund S 2185730 0.93

Igarashi Motors India Ltd K K Nohria 5/9/2012 B 802 398541 1.95

Indiabulls Securities Ltd Orthia Properties Pvt Ltd 4/9/2012 B 31698 13488267 5.83




ISMT Ltd A K Jain 30/08/2012 B 10675 3697068 2.52

ISMT Ltd A K Jain 31/08/2012 B 8804 3705872 2.53

Jai Balaji Industries Ltd Aditya Jajodia 4/9/2012 B 20000 3545601 5.55



Jindal Cotex Ltd Jindal Holdings and Investment Ltd 6/8/2012 B 40010 40010 0.08

Jindal Cotex Ltd Jindal Holdings and Investment Ltd 13/08/2012 B 50000 140010 0.31

Jindal Poly Films Ltd Consolidated Finvest & Holdings Ltd 3/9/2012 B 31544 1287407 3.06

Jindal Steel & Power Ltd Naveen Jindal 5/9/2012 B 500000 3810714 0.41

JRI Industries&Infrastruct Ltd Sanjay Kumar R Rathod 18/07/2012 S 596650 903350 3.4

Jupiter Infomedia Ltd Kusumben Modi 9/8/2012 B 110000 3.15 175000 5.01

11

Jupiter Infomedia Ltd Manisha Modi S 1056960 30.29

Jupiter Infomedia Ltd Umesh Modi 9/8/2012 B 430000 12.32 758000 21.72

KCP Sug&Industries Corp Ltd Durgamba Investment Pvt Ltd 23/08/2012 B 20000 0.01 42629656 37.6

KCP Sug&Industries Corp Ltd Durgamba Investment Pvt Ltd 24/08/2012 B 12227 0.01 42641883 37.61

KCP Sug&Industries Corp Ltd Durgamba Investment Pvt Ltd 24/08/2012 B 2773 42644656 37.61

KEC International Ltd Summit Securities Ltd 13/08/2012 B 29000 25178520 9.79

KEC International Ltd Swallow Associates Ltd 3/8/2012 B 200000 65189210 25.36

KEC International Ltd Swallow Associates Ltd 13/08/2012 B 125000 65499210 25.48

Kirloskar Brothers Invts Ltd Hematic Motors Pvt Ltd 14/08/2012 S 5220

Kirlskr Ferrous Industries Ltd Kirloskar Industries Ltd 14/08/2012 B 5482 66516595 48.44

Maharashtra Seamless Ltd Dharam Pal Jindal 4/9/2012 B 35 43855 0.06

Maharashtra Seamless Ltd Dharam Pal Jindal 5/9/2012 B 7500 51355 0.07

Maharashtra Seamless Ltd Dharam Pal Jindal & Sons HUF 4/9/2012 B 1907 20957 0.03

Maharashtra Seamless Ltd Dharam Pal Jindal & Sons HUF 5/9/2012 B 500 21457 0.03

M&M Financial Services Ltd Uday Y Phadke 4/9/2012 S 1000 9779

Man Industries (India) Ltd JPA Holdings Pvt Ltd 29/08/2012 B 10210 2505821 4.39

Mandhana Industries Ltd Mahan Synthetic Textiles Pvt Ltd 4/9/2012 B 50000 631380 1.91

Mandhana Industries Ltd Mahan Synthetic Textiles Pvt Ltd 3/9/2012 B 150000 581380 1.76

MindTree Ltd Franco J 2/8/2012 S 600 7088

MindTree Ltd Goudhaman S 14/08/2012 S 200 0 500 0

MindTree Ltd Janakiraman S 16/08/2012 S 5000 0.01 980337 2.4

MindTree Ltd Maloy Roy 1/8/2012 S 4000

MindTree Ltd Sandeep Agarwal 16/08/2012 S 5000 0.01 982 0

MRF Ltd Peter Philip 27/08/2012 S 1068 7352 0.18

Muthoot Capital Services Ltd Neena George 1/8/2012 S 51527 281543 2.26

Muthoot Capital Services Ltd Preethi John 1/8/2012 S 51527 221737 1.78

Muthoot Capital Services Ltd Thomas George Muthoot 1/8/2012 S 103056 2795028 22.41

Muthoot Capital Services Ltd Thomas Muthoot 1/8/2012 S 103055 2796931 22.42

Nava Bharat Ventures Ltd D Ashok 3/9/2012 B 3244 862876 0.96

Nava Bharat Ventures Ltd Nav Developers Ltd 3/9/2012 B 14959 7357840 8.24



Nava Bharat Ventures Ltd P Shruthi 31/08/2012 B 11180 2109171 2.36

Nimbus Projects Ltd Sahil Agarwal 4/9/2012 B 2000 23509 0.32

Nimbus Projects Ltd Sunita Agarwal 14/08/2012 B 10687 236527 3.18

Nucleus Software Exports Ltd Pramod Kumar Sanghi 24/08/2012 S 500 11310 0.04

Orbit Corporation Ltd Pujit Aggarwal 16/08/2012 B 250000 24234676 21.27

Persistent Systems Ltd Hari Haran 9/8/2012 S 7383 0

Pipavav Def&Off Eng Co Ltd SKIL Infrastructure Ltd 4/9/2012 B 300000 2.63E+08 37.53

Plethico Pharmaceuticals Ltd Shashikant Patel 29/08/2012 B 346220 28348825 83.22

Praj Industries Ltd Pramod Chaudhari 14/08/2012 B 7036 36909000 20.8

12

Radhe Developers India Ltd Ashish P Patel 27/08/2012 B 2178

Ramky Infrastructure Ltd Alla Ayodhya Rami Reddy 3/9/2012 B 17797 34406675 60.15

Ramky Infrastructure Ltd Alla Ayodhya Rami Reddy 4/9/2012 B 33267 34439942 60.21

Rane Holdings Ltd Meenakshi Ganesh 3/9/2012 B 100 292597 2.05



Ratnamani Metals&Tubes Ltd Prakash M Sanghvi 14/08/2012 B 30908 3502793 7.55

Raymond Ltd J K Investors (Bombay) Ltd 3/9/2012 B 30000 16397919 26.71

Rishi Techtex Ltd Harshad Patel 10/8/2012 B 375 0 914612 16.56

Rossell India Ltd Vinita Gupta B 14819 370000 1

Rossell India Ltd Vinita Gupta B 26549 276549 0.75

Rossell India Ltd Vinita Gupta B 78632 355181 0.96

Ruchi Soya Industries Ltd Amrita Shahra 7/8/2012 S 700000 2900000 0.87

Ruchi Soya Industries Ltd Soyumm Marketing Pvt Ltd 7/8/2012 B 700000 24841148 7.45

Ruchi Soya Industries Ltd Vijay Kumar Jain 7/11/2011 S 500 600

Ruchi Soya Industries Ltd Vijay Kumar Jain 24/08/2012 S 3000

Sharon Bio-Medicine Ltd Asha Mohan Kala 4/9/2012 B 30100 613860 5.81

Singer India Ltd Singer (India) B V 27/08/2012 S 50000 8357551 77.79

Smartlink Ntwrk Systems Ltd Arati Naik 6/9/2012 B 12419 2493445 8.3

SREI Infrastructure Finan Ltd Adhyatma Commercial Pvt Ltd 4/9/2012 B 200000 39202990 7.79

Sterling Hlday Resrt India Ltd M Balasubramaniyan 29/08/2012 S 6500 29191 0.04

Strides Arcolab Ltd M R Umarji 3/9/2012 S 6000 34000 0.06

Sturdy Industries Ltd Saurabh Portfolios Pvt Ltd 5/9/2012 B 679249 959249 1.49

Summit Securities Ltd Carniwal Investments Ltd 2/8/2012 B 16100 266979 2.45

Sunteck Realty Ltd Paripurna Trust 4/9/2012 B 5500 0.01 893018 1.42

Sunteck Realty Ltd Paripurna Trust 5/9/2012 B 9566 0.01 902584 1.43

Texmaco Infrastru&Hldgs Ltd Adventz Investments & Holdings Ltd 14/08/2012 B 15382 8789072 6.89

Time Technoplast Ltd Aruna Vageria 5/9/2012 B 33127 0.02 33127 0.02

Transport Corpor of India Ltd Bhoruka International Pvt Ltd 24/08/2012 B 10000 10237500 14.08

Transport Corpor of India Ltd TCI India Ltd 5/9/2012 B 5000 4029453 5.53

TVS Srichakra Ltd R Haresh 4/7/2012 B 282 90601 1.18






Upp Ganges Sug&Industr Ltd Yashovardhan Invt&Trading Comp Ltd 4/9/2012 B 10407 591827 5.12

Wipro Ltd V Ramachandran 14/08/2012 S 1196 7701

Wire and Wireless (India) Ltd Laxmi Narain Goel 8/8/2012 S 475000 400000 0.09

Zuari Industries Ltd Duke Commerce Ltd 4/9/2012 B 21161 102161 0.35

13

Rating Scale This is a guide to the rating system used by our Institutional Research Team. Our rating system comprises of six rating categories, with a corresponding risk rating.

Risk Rating

Risk Description Predictability of Earnings / Dividends; Price Volatility

Low Risk High predictability/ Low volatility

Medium Risk Moderate predictability / volatility

High Risk Low predictability/ High volatility

Total Expected Return Matrix

Rating Low Risk Medium Risk High Risk

Buy Over 15 % Over 20% Over 25%

Accumulate 10 % to 15 % 15% to 20% 20% to 25%

Hold 0% to 10 % 0% to 15% 0% to 20%

Sell Negative Returns Negative Returns Negative Returns

Neutral Not Applicable Not Applicable Not Applicable

Not Rated Not Applicable Not Applicable Not Applicable

Please Note

Recommendations with “Neutral” Rating imply reversal of our earlier opinion (i.e. Book Profits / Losses).

** Indicates that the stock is illiquid With a view to combat the higher acquisition cost for illiquid stocks; we have enhanced our return criteria for such stocks by five percentage points.

“Desk Research Call” is based on the publicly available information on the companies we find interesting and are quoting at attractive valuations. While we do not claim that we have compiled information based on our meeting with the management, we have taken enough care to ensure that the content of the report is reliable. Although we have christened the report as “Desk Research Calls” (DRC), we intend to release regular updates on the company as is done in our other rated calls.

For any information or suggestion, please contact the below mentioned…

Vatsal Shah ([email protected]) Nishita Shah ([email protected])

Bhaveshkumar Jain ([email protected])

Sushil Financial Services Private Limited Member BSE : SEBI Regn.No. INB/F010982338 | Member NSE : SEBI Regn.No.INB/F230607435.

Office: 12, Homji Street, Fort, Mumbai 400 001. Phone +91 22 4093 6000 Fax +91 22 2266 5758

Additional information with respect to any securities referred to herein will be available upon request.

This report is prepared for the exclusive use of Sushil Group clients only and should not be reproduced, re-circulated, published in any media, website or otherwise,

in any form or manner, in part or as a whole, without the express consent in writing of Sushil Financial Services Private Limited. Any unauthorized use, disclosure or

public dissemination of information contained herein is prohibited. This report is to be used only by the original recipient to whom it is sent.

This is for private circulation only and the said document does not constitute an offer to buy or sell any securities mentioned herein. While utmost care has been

taken in preparing the above, we claim no responsibility for its accuracy. We shall not be liable for any direct or indirect losses arising from the use thereof and the

investors are requested to use the information contained herein at their own risk.

This report has been prepared for information purposes only and is not a solicitation, or an offer, to buy or sell any security. It does not purport to be a complete

description of the securities, markets or developments referred to in the material. The information, on which the report is based, has been obtained from sources,

which we believe to be reliable, but we have not independently verified such information and we do not guarantee that it is accurate or complete. All expressions of

opinion are subject to change without notice.

Sushil Financial Services Private Limited and its connected companies, and their respective directors, officers and employees (to be collectively known as SFSPL),

may, from time to time, have a long or short position in the securities mentioned and may sell or buy such securities. SFSPL may act upon or make use of information

contained herein prior to the publication thereof.

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