SHOWCASING STOCKS WITH POTENTIAL FOR GREAT RETURNS IN 3 YEAR HORIZON…..

5th August 2013

MFSL PRESENTS THE SERIES OF FORTHCOMING BLOCKBUSTERS

WITH MINIMAL DOWNSIDE RISKS…..

FEATURING STOCKS NOW TRADING AT VERY ATTRACTIVE PRICE EARNING MULTIPLE…

REI AGRO LIMITED

P/BV: 0.36 times

P/E: 1.69 times

EPS: Rs

5.98

CMP: Rs

10.08

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 .

RAJESH EXPORTS LIMITED

P/BV: 1.46 times

P/E: 6.42 times

EPS: Rs

15.35

CMP: Rs

98.6

Average GROWTH in sales in the last five years: 30.10%

Rajesh Exports Limited is the World’s largest manufacturer of gold jewellery

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.

TATA MOTORS LIMITED

P/BV: 2.74 times

P/E: 8.66 times

EPS: Rs 33

CMP: Rs

286.50

Average GROWTH in sales in the last five years: 38.80%

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.

GUJARAT GAS COMPANY LIMITED

P/BV: 2.67 times

P/E: 7.49 times

EPS: Rs

21.90

CMP: Rs

164

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.

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.

CMP: Rs 20.00

EPS: Rs 23.65

P/E: 0.85 times

P/BV: 0.13 times

Average sales growth in last five years: 53%

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%

MOIL LIMITED – GOVERNMENT OWNED

MOIL operates 10 mines – 6 located in Maharashtra & 4 located in Madhya Pradesh.

CMP: Rs 192.90

EPS: Rs 25.70

P/E: 7.5 times

P/BV: 1.33 times

Average Returns on Capital Employed in last five years: 55%

NMDC LIMITED – GOVERNMENT OWNED

NMDC is the single largest producer of Iron ore in the country.

CMP: Rs 99.50

EPS: Rs 16.00

P/E: 6.18 times

P/BV: 1.61 times

Average Returns on Capital Employed in last five years: 49.70%

ECLERX SERVICES LIMITED

Eight out of Ten Investment Banks in the World rely on Eclerx solutions.

CMP: Rs 745

EPS: Rs 61.50

P/E: 12.11 times

P/BV: 6.51times

Average GROWTH in sales in the last five years: 40.60%

ENGINEERS INDIA LIMITED – GOVT OWNED

Engineers India is a premier consultancy company for oil & gas, metallurgy, infrastructure & other industrial projects.

P/BV: 2.38tim

es

P/E: 7.18 times

EPS: Rs 18.66

CMP: Rs 134

Average GROWTH in sales in the last five years: 45%

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%

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.

P/BV: 0.54 times

P/E: 2.21 times

EPS: Rs

39.56

CMP: Rs

87.60

Average GROWTH in sales in the last five years: 19.2%

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.

OPTO CIRCUITS (INDIA) LIMITED

P/BV: 0.28 times

P/E: 1.23 times

EPS: Rs

16.15

CMP: Rs

19.75

Average GROWTH in sales in the last five years: 56.40%

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

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.

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.

MRF TYRES LIMITED

P/BV: 1.89 times

P/E: 6.92 times

EPS: Rs

1846

CMP: Rs

12785

Average GROWTH in sales in the last five years: 22.10%

MRF is a leading tyre manufacturer in India.

PETRONET LNG LIMITED

CMP: Rs 120

EPS: Rs 12.52

P/E: 9.57 times

P/BV: 2.02 times

Average GROWTH in sales in the last five years: 36.90%

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.

MERCK LIMITED

CMP: Rs 545

EPS: Rs 46.08

P/E: 11.08 times

P/BV: 1.87 times

Average GROWTH in sales in the last five years: 16.90%

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.

It is the right time to restructure your investment portfolio.

INVESTMENT IS ALL ABOUT

RIGHT INVESTMENTS & RIGHT TIMING.

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].

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Munoth Financial Services Limited, is a Chennai based leading capital market intermediary, and is into Portfolio Management services, Merchant Banking, Stock broking and is a registered Depository 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.