The Cars and Jeep industry comes under Consumer Cyclical group. It’s a Non-commodity type industry.Industry Strengths Availability of finance at cheap rates and through banks and private NBFCs.Availability of world class technology and skilled manpower for R&D, designing and management of facilities.Availability of cheap world class components, locally produced and imported.Industry WeaknessImpacted by high interest rates and high fuel costHuge competition from MNCs in all segment of the industry Impacted by weakening rupee which makes imports expensive and royalty payments highGrowth DriversRapid urbanization and industrializationGrowing middle class disposable income leading to purchase of two-wheelers, passenger cars, SUV etcs.Development of road infrastructureRapid growth of organized retailing which has lead to a demand for light and heavy commercial vechicles.Governments support for agriculture sector and rural India

Key Highlight of Company Business

The Company's segments include 1.Automotive, which is engaged in the sale of automobiles, spare parts and related services; 2.Farm Equipment, which is engaged in the sale tractors, spare parts and related services; 3.IT Services, which includes business consulting and related support activities; 4.Financial Services, which includes services relating to financing, leasing and hire purchase of automobiles and tractors; 5.Steel Trading and Processing, which is engaged in trading and processing of steel; 6.Infrastructure, including operation of commercial complexes, project management and development; 7.Hospitality, including sale of Timeshare; 8.Systech, which consists of automotive components and other related products and services; 9.Two wheelers, which consists of sale of two wheelers, spare parts and related services, and 10.Others, which includes logistics, after-market and investments.

INCOME STATMENT BALANCE SHEET Net Sales () 12,182.07 Sep'17 Other Income () 561.98 Sep'17 PBDIT () 1,729.26 Sep'17 Net Profit () 1,331.57 Sep'17 Total Share Capital () 296.81 Net Worth () 25,669.56 Total Debt () 2,737.43 Net Block () 7,634.64 Investments () 17,902.17 Total Assets () 26,369.05

Fund Houses invested Mahindra and Mahindra stock

Fund Sep-17 SBI Mutual Fund 1.690 Franklin Templeton Mutual Fund 1.512 ICICI Prudential Mutual Fund 1.162 UTI Mutual Fund 0.762 Reliance Mutual Fund 0.657 Aditya Birla Sun Life Mutual Fund 0.563 Axis Mutual Fund 0.398 Kotak Mahindra Mutual Fund 0.384 L&T Mutual Fund 0.322 Sundaram Mutual Fund 0.223

Company: Mahindra & Mahindra Ltd. Address: Gateway Building, Apollo Bunder, Mumbai, Maharashtra - 400001 | Phone: 022-2202 1031 | Fax: 022-2287 5485 Email: investors@mahindra.com Website: www.mahindra.com Registrar & Transfer Agent: Karvy Computershare Pvt Ltd Address: Karvy Selenium Tower B, Plot 31-32Gachibowli,Financial District, NanakramgudaHyderabad – 500032Tel. No. 040 67161500Fax. No. 040 23001153E-mail: einward.ris@karvy.comWebsite: www.karvy.comToll Free No. of exclusive Call Centre:1-800-345001, Karvy Selenium Tower B, Plot 31-32, Gachibowli,Financial District, Nanakramguda | Phone: 91-040-67161500 | Fax: 91-040-23001153 Email: einward.ris@karvy.com Website: www.karvy.com

The power industry comes under Utility group. It’s a commodity type industry.Industry StrengthsHuge and growing demand for power by industries and householdsAvailability of coal for thermal powerAvailability of rivers for hydro electric powerParticipation of private companies in the industryEmergence and scope of renewable energy sources like sun and wind for solar and wind power.Industry WeaknessHugh transmission and distribution loss including theftSubsidized for large number of consumers leading to delayed payment Inadequacy of coal for power generationLand acquisition and environmental regulationHighly capital intensive with long gestation periodNegatively impacted by weak rupee on coal importsGovernment regulation on pricingWeak financial positions of state electricity boardGrowth DriversEconomic growth leading to rapid growth in manufacturing sector and other industries are all dependent on power.Growing population and higher disposable income, increase spending and usage on air conditioners, washing machine and other products where power consumption is essentialRapid urbanization of cities100% FDI in power sector

Company:National Thermal Power Corp. Ltd. Address: N T P C Bhawan , Scope Complex, 7, Institutional Area, Lodi Road, New Delhi, Delhi - 110003 | Phone: 011-2436 0100 | Fax: 011-2436 1018 Email: ntpccc@ntpc.co.in Website: www.ntpc.co.in Registrar & Transfer Agent: Alankit Assignments Ltd Address: Alankit House , 1 E/13,Jhandewala Extension,New Delhi, Alankit House , 1 E/13, Jhandewala Extension | Phone: 91-11-4254 1234 | Fax: 91-11- 4154 3474 Email: rta@alankit.com Website: www.alankit.com

Key Highlight of Company Business

Company is the electric power generation by coal-based thermal power plant. The Company has an installed capacity of 47,178 megawatts (MW), including joint ventures (JVs) with over 18 coal-based, seven gas-based stations and one hydro -based station. The Company has approximately nine joint venture stations, which are coal-based. It also holds approximately nine renewable energy projects.Segments and ProductsThe Company's business segments include 1.Generation and 2.Others. The Company's Other business includes providing consultancy, project management and supervision, re-gasification, oil and gas exploration and coal mining. The Company's subsidiaries include NTPC Electric Supply Company Limited, NTPC Vidyut Vyapar Nigam Limited, Kanti Bijlee Utpadan Nigam Limited, Bhartiya Rail Bijlee Company Limited and Patratu Vidyut Utpadan Nigam Limited.

INCOME STATMENT BALANCE SHEET Net Sales () 19,698.75 Sep'17 Other Income () 261.60 Sep'17 PBDIT () 5,440.24 Sep'17 Net Profit () 2,438.60 Sep'17 Total Share Capital () 8,245.46 Net Worth () 96,231.23 Total Debt () 100,339.84 Net Block () 99,355.72 Investments () 8,952.36 Total Assets () 115,833.98

Fund Houses invested NTPC stock

Fund Sep-17 ICICI Prudential Mutual Fund 2.928 HDFC Mutual Fund 2.207 Franklin Templeton Mutual Fund 0.667 SBI Mutual Fund 0.556 Aditya Birla Sun Life Mutual Fund 0.395 UTI Mutual Fund 0.220 IDFC Mutual Fund 0.071 JM Financial Mutual Fund 0.067 Reliance Mutual Fund 0.063 DSP BlackRock Mutual Fund 0.053

The Oil and Gas industry comes under Energy group. It’s a commodity type industry.Industry Strengths Hugh refinery capacities in India and now India is an exporter of petroleum productsNo substitute and customers have to pay the mandated pricesHuge and growing demand for crude and gas from industrial sector where it is used for power generationHugh and growing demand for gas like LPG and fuel like kerosene from domestic sectorIndustry WeaknessRaw materials, crude oil and gas are largely imported and subjected to fluctuating pricesCrude oil supply is controlled by OPEC which influences the priceHigh level of government involvement Heavily dependent on subsidies from governmentCapital intensive, long gestation periods and high riskImpacted negatively by weak rupeeGrowth DriversGlobal economic growth which leads to increasing demand for crude oil and gasGovernment proactive policies aimed towards India’s energy securityGovernment incentives to promote the sector especially to foreign and Indian private players.High demand from aviation, power generation, fertilizer and road transportation sectorGrowing industrial and domestic consumption

Key Highlight of Company Business

ONGC dominates India’s oil & gas production with more than two-third share of the country’s production of oil and oil equivalent gas. It contributes ~78% and ~73% to total oil and gas production, respectively, in India. The Company is engaged in the exploration, development and production of crude oil and natural gas. Segment and ProductsThe Company's segments include 1.Exploration & Production (E&P), and 2.Refining. The Company's geographical segments include operations in two categories: 1.In India, which includes Onshore and Offshore, and 2.Outside India. The Company's business spread include various areas, such as oil field services, transportation of the oil and natural gas, and production of value-added products, such as Liquefied Petroleum Gas (LPG), Naphtha, Refining, Petrochemicals, Power, unconventional and alternate sources of energy. The Company's subsidiaries include ONGC Videsh Limited (OVL), Mangalore Refinery and Petrochemicals Limited (MRPL) and ONGC Mangalore Petrochemicals Limited. The Company's oil and gas reserves are located internationally at Russia, Colombia, Vietnam, Brazil and Venezuela.

INCOME STATMENT BALANCE SHEET Net Sales () 19,698.75 Sep'17 Other Income () 261.60 Sep'17 PBDIT () 5,440.24 Sep'17 Net Profit () 2,438.60 Sep'17 Total Share Capital () 8,245.46 Net Worth () 96,231.23 Total Debt () 100,339.84 Net Block () 99,355.72 Investments () 8,952.36 Total Assets () 115,833.98

Fund Houses invested ONGC stock

Fund Sep-17 ICICI Prudential Mutual Fund 1.174 Reliance Mutual Fund 0.566 SBI Mutual Fund 0.264 HDFC Mutual Fund 0.194 UTI Mutual Fund 0.138 Aditya Birla Sun Life Mutual Fund 0.123 Franklin Templeton Mutual Fund 0.057 JM Financial Mutual Fund 0.042 IDFC Mutual Fund 0.025 Tata Mutual Fund 0.017

Company: Oil & Natural Gas Corpn. Ltd. Address: 5, Nelson Mandela Marg, Vasant Kunj, New Delhi, Delhi - 110070 | Phone: 022-26754073/79 | Fax: 022-26129091 Email: secretariat@ongc.co.in Website: www.ongcindia.com Registrar & Transfer Agent: AAlankit Assignments Ltd Address: Alankit House , 1 E/13,Jhandewala Extension,New Delhi, Alankit House , 1 E/13, Jhandewala Extension | Phone: 91-11-4254 1234 | Fax: 91-11- 4154 3474 Email: rta@alankit.com Website: www.alankit.com

The power industry comes under Utility group. It’s a commodity type industry.Industry Strengths Huge and growing demand for power by industries and householdsAvailability of coal for thermal powerAvailability of rivers for hydro electric powerParticipation of private companies in the industryEmergence and scope of renewable energy sources like sun and wind for solar and wind power.Industry WeaknessHugh transmission and distribution loss including theftSubsidized for large number of consumers leading to delayed payment Inadequacy of coal for power generationLand acquisition and environmental regulationHighly capital intensive with long gestation periodNegatively impacted by weak rupee on coal importsGovernment regulation on pricingWeak financial positions of state electricity boardGrowth DriversEconomic growth leading to rapid growth in manufacturing sector and other industries are all dependent on power.Growing population and higher disposable income, increase spending and usage on air conditioners, washing machine and other products where power consumption is essentialRapid urbanization of cities100% FDI in power sector

Key Highlight of Company Business

Power Grid Corporation of India is a transmission company engaged in the power transmission business with responsibility for planning, implementation, operation and maintenance of Inter-State Transmission System and operation of National and Regional Load Dispatch Centers. Power Grid commenced operations by consolidating transmission assets of NTPC, NHPC, NEEPC, NPCIL, Tehri Hydro Development Corporation, and Neyveli Lignite. In 1994, the assets and communication systems of regional load dispatch centre (RLDC) were also transferred to the company with an objective to enhance grid management. Due to the central transmission utility status, Power Grid is mandated to undertake and operate inter-state transmission systems efficiently, provide for open access, and undertake various functions of RLDC. Recently, under the Rajiv Gandhi Grameen Vidyutikaran Yojana, PGCIL is mandated to implement the electrification of rural households in association with the Rural Electrification Corporation, SEBs, and the respective state governments.Segments and Products,The Company's segments include 1.Transmission, 2.Consultancy3.Telecom The Transmission segment includes extra high voltage/high voltage (EHV/HV) networks and grid management. It also owns EHV alternating current (AC) and HV direct current (HVDC) sub-stations. The Consultancy segment includes planning, design, engineering, load dispatch, procurement management, operation and maintenance, financing and project management. The Telecom segment includes transmission infrastructure, enterprise services and topologies. It owns and operates over 129,350 circuit kilometers of EHV transmission lines. It has approximately 210 sub-stations. Its Smart Grid enables real time monitoring and control of power system.

INCOME STATMENT BALANCE SHEET Net Sales () 7,252.84 Sep'17 Other Income () 239.68 Sep'17 PBDIT () 6,474.88 Sep'17 Net Profit () 2,141.04 Sep'17 Total Share Capital () 5,231.59 Net Worth () 49,807.25 Total Debt () 112,463.17 Net Block () 135,507.96 Investments () 1,358.05 Total Assets () 126,386.29

Fund Houses Power Grid invested stock

Fund Sep-17 HDFC Mutual Fund 2.660 ICICI Prudential Mutual Fund 2.454 SBI Mutual Fund 0.452 Tata Mutual Fund 0.315 Franklin Templeton Mutual Fund 0.260 UTI Mutual Fund 0.245 Aditya Birla Sun Life Mutual Fund 0.209 Canara Robeco Mutual Fund 0.101 JM Financial Mutual Fund 0.076 Reliance Mutual Fund 0.062

Company: Power Grid Corporation of India Ltd. Address: B-9 Qutab Institutional Area, Katwaria Sarai, New Delhi, Delhi - 110016 | Phone: 011-2656 0112 / 2656 0121 / 2656 4812 / 2656 4892 | Fax: 011-26601081 Email: powergrid@powergrid.co.in Website: www.powergridindia.com Registrar & Transfer Agent: Karvy Computershare Pvt Ltd Address: Karvy Selenium Tower B, Plot 31-32Gachibowli,Financial District, NanakramgudaHyderabad – 500032Tel. No. 040 67161500Fax. No. 040 23001153E-mail: einward.ris@karvy.comWebsite: www.karvy.comToll Free No. of exclusive Call Centre:1-800-345001, Karvy Selenium Tower B, Plot 31-32, Gachibowli,Financial District, Nanakramguda | Phone: 91-040-67161500 | Fax: 91-040-23001153 Email: einward.ris@karvy.com Website: www.karvy.com

The Refinery industry comes under Energy group. It’s a commodity type industry.Industry Strengths Hugh refinery capacities in India and now India is an exporter of petroleum productsNo substitute and customers have to pay the mandated pricesHuge and growing demand for crude and gas from industrial sector where it is used for power generationHugh and growing demand for gas like LPG and fuel like kerosene from domestic sectorIndustry WeaknessRaw materials, crude oil and gas are largely imported and subjected to fluctuating pricesCrude oil supply is controlled by OPEC which influences the priceHigh level of government involvement Heavily dependent on subsidies from governmentCapital intensive, long gestation periods and high riskImpacted negatively by weak rupeeGrowth DriversGlobal economic growth which leads to increasing demand for crude oil and gasGovernment proactive policies aimed towards India’s energy securityGovernment incentives to promote the sector especially to foreign and Indian private players.High demand from aviation, power generation, fertilizer and road transportation sectorGrowing industrial and domestic consumption

Key Highlight of Company Business

Reliance Industries Limited (RIL) is the largest private player in the refining, petrochemical and E&P sectors in India. While RIL’s refining complex in Jamnagar is the largest in the world and among the most complex, it is also among the largest integrated petrochemical producers globally. Apart from E&P in India, RIL has made significant investments in US shale gas. In terms of EBIT, Refining contribute 60% and Petrochemicals 30%.Business also includes manufacturing of refined petroleum products, and petrochemicals, including manufacturing of basic chemicals, fertilizers and nitrogen compounds, plastic and synthetic rubber in primary forms. Segments and Products,The Company's segments include 1.Refining, 2.Petrochemicals, 3.Oil and Gas, 4.Organized Retail and 5.Telecom The Refining segment includes production and marketing operations of the petroleum products. The Petrochemicals segment includes production and marketing operations of petrochemical products, including polyethylene, polypropylene, polyvinyl chloride, poly butadiene rubber, butadiene, acrylonitrile, caustic soda and polyethylene terephthalate. The Oil and Gas segment includes exploration, development and production of crude oil and natural gas. The Organized Retail segment includes organized retail business in India. The Organized Retail segment includes textile, Special Economic Zone (SEZ) development, The Telecom segment includes telecom services, broadband business and media.

INCOME STATMENT BALANCE SHEET Net Sales () 73,256.00 Sep'17 Other Income () 1,624.00 Sep'17 PBDIT () 13,744.00 Sep'17 Net Profit () 8,454.00 Sep'17 Total Share Capital () 3,251.00 Net Worth () 288,313.00 Total Debt () 101,303.00 Net Block () 153,130.00 Investments () 192,450.00 Total Assets () 255,427.00

Fund Houses invested Reliance Industries stock

Fund Sep-17 SBI Mutual Fund 0.793 HDFC Mutual Fund 0.526 Kotak Mahindra Mutual Fund 0.238 UTI Mutual Fund 0.190 Aditya Birla Sun Life Mutual Fund 0.176 ICICI Prudential Mutual Fund 0.154 JM Financial Mutual Fund 0.114 Reliance Mutual Fund 0.111 DSP BlackRock Mutual Fund 0.108 Tata Mutual Fund 0.063

Company: Reliance Industries Ltd. Address: 3rd Floor , Maker Chambers I V, 222 , Nariman Point, Mumbai, Maharashtra - 400021 | Phone: +91 22 2278 5000 | Fax: +91 22 2278 5111 Email: investor_relations@ril.com Website: www.ril.com Registrar & Transfer Agent: Karvy Computershare Pvt Ltd Address: Karvy Selenium Tower B, Plot 31-32Gachibowli,Financial District, NanakramgudaHyderabad – 500032Tel. No. 040 67161500Fax. No. 040 23001153E-mail: einward.ris@karvy.comWebsite: www.karvy.comToll Free No. of exclusive Call Centre:1-800-345001, Karvy Selenium Tower B, Plot 31-32, Gachibowli,Financial District, Nanakramguda | Phone: 91-040-67161500 | Fax: 91-040-23001153 Email: einward.ris@karvy.com Website: www.karvy.com

The Banking industry comes under Financial group. It’s a commodity type industry.Industry Strengths Strong demand for banking services including fee based servicesRapid growth in infrastructure to make banking services available through increase in number of branches in semi-urban and rural areasImplementation of technology like electronic funds transfer to make banking speedier and convenient across cities and countriesImplementation of technologies like mobile banking, internet banking which makes banking simpler and bring down man-power costsIndustry WeaknessHigh Non-performing Assets (NPA), especially in public sector banks (PSB) due to huge loans to troubled sectors like power, infrastructure etc,Impact by high RBI policy ratesImpacted by high deposit and savings account interest ratesImpacted by populist measures like waving of loans to farmers and forcing the PSB to lend without adequate security.Growth DriversStrong demand for financial services like housing loans, infrastructure loans, credit cards, mutual funds and insurance business.Increasing availability of banking in rural areas.Awareness of the advantages of using banking services.Rapid urbanization and industrialization leading to demand from small and medium businesses.

Key Highlight of Company Business

SBI is India’s largest commercial bank with balance sheet size of INR ~20tn. The bank provides a range of products and services to personal, commercial enterprises, large corporates, public bodies and institutional customers. The Company had approximately 22,500 branches and 58,000 ATMs.Segments and ProductsIts segments include 1.Treasury, which includes the entire investment portfolio and trading in foreign exchange contracts and derivative contracts; 2.Corporate/Wholesale Banking, which comprises the lending activities of Corporate Accounts Group, Mid Corporate Accounts Group and Stressed Assets Management Group; 3.Retail Banking, which comprises branches in National Banking Group, which primarily includes Personal Banking activities, including lending activities to corporate customers having banking relations with branches in the National Banking Group, 4.Other Banking Business, which includes the operations of all the Non-Banking Subsidiaries/Joint Ventures other than SBI Life Insurance Co. Ltd. and SBI General Insurance Co. Ltd

Mahindra and Mahindra Stock Analysis, Share price target, performance

05 February

Mahindra and Mahindra

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Industry Facts The Cars and Jeep industry comes under Consumer Cyclical group. It’s a Non-commodity type industry. Industry Strengths Availability of finance at cheap rates and through banks and private …

01 February

NTPC

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Industry Facts The power industry comes under Utility group. It’s a commodity type industry. Industry Strengths Huge and growing demand for power by industries and households Availability of coal for …

01 February

ONGC

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Industry Facts The Oil and Gas industry comes under Energy group. It’s a commodity type industry. Industry Strengths Hugh refinery capacities in India and now India is an exporter of …

01 February

Power Grid

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01 February

Reliance Industries

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Industry Facts The Refinery industry comes under Energy group. It’s a commodity type industry. Industry Strengths Hugh refinery capacities in India and now India is an exporter of petroleum products …

01 February

SBI

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Company Summary The Banking industry comes under Financial group. It’s a commodity type industry. Industry Strengths Strong demand for banking services including fee based services Rapid growth in infrastructure to …

01 February

Sun Pharma

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Industry Facts The pharmaceutical industry comes under Healthcare group. It’s a Non-commodity type industry. Industry Strengths Growing demand as lifestyles continue to become sedentary leading to particular disorders. Inelastic demand …

01 February

Yes Bank

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01 February

Wipro

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Industry Facts The computer software industry comes under Technology group. It’s a Non-commodity type industry. Industry Strengths Ability to adapt to latest technology available in the market and acquire different …

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