@ishandutta2007 : Open the page in the browser, right click and select View page source. You will be able to see the entire text as a CSV - search for the string "Sector-wise breakup". Just copy/paste it out. After all the year-wise numbers you will see the column labels.

BTW, all graphs on the website are sent out as text to your browser and then drawn by your browser. So this method should work for any other chart as well. If View source does not work, then try Inspect element on right click.

@Anant : I used Mcap because it is easily available from BSE. Debt has to be extracted from financials. Harder to do automatically, but this is on my radar.

Dear Girishji: Thanks for posting your constructive view on Shree Renuka. I am posting my reply with some clarifications on Shree Renuka covering apprehensions raised by you.

Partnership with Wilmar:

• Shree Renuka, is now equally owned by its initial promoters Murkumbi family and Wilmar International(WIL) of Singapore after a deal in
  February 2014, Both Wilmar and Murkumbi family hold 27.72% each in
  SRSL. Stake was sold to Wilmar in Rs. 517 Crores.

• Jean-Luc Bohbot and AtuI Chaturvedi are Nominee Directors of Wilmar Sugar Holdings, w.e.f. 24 June 2015

Chapter 11 law :

In an exclusive interview to CNBC-TV18, Narendra Murkumbi, VC & MD, Shree Renuka , says that:
- The plan to file for protection was a well-thought out one to restructure the company's debts.
- We acquired this company in 2010 and we have had a series of bad events especially very bad weather and now for the last two years very low prices. We are seeking court protection to come out with the comprehensive restructuring plan for debt. Brazil has a Chapter 11 law, which means that the company is protected while it does this.
- Shree Renuka Sugars believes that re-organisation under judicial recovery is the best way to re- organise, protect our Brazilian subsidiaries and provide a path to our eventual turnaround in Brazil. Underlying operating business has been quite steady this year in these companies with combined cane crushing of 5.7 million tonnes till 27 September 2015.
- After the acceptance of bankruptcy request under the judicial recovery law, Renuka Brazil will be under the so-called judicial protection for a period of 180 days during which it has to present a plan to the court for approval with the creditors including banks.
- I want to emphasise here that there is no cash impact of this filing because we have not been investing further or supporting additionally the Brazilin subsidiaries since the last couple of years.

Points supporting My view:

• The capital value of the assets in Brazil is about USD 1 billion. The debt is about USD 650 million. Thus Brazil subsidiary can be isolated at any point of time.
• Prices in Indian market have increased by 20 to 25 % . International sugar prices have improved by 45 % from bottom of 10.67 C/lb to 15.48 C/lb
• Thus sugar cycle has bottomed out and fundamentals of sugar business are improving and.
• After consecutive surplus for 5 years a big jump in prices can not be ruled out. Expecting even moderate increase will bring substantial revenue for company to wipe off the existing debt and post good results.

Stocks are attractive in heydays but at the same time it attracts many investors and market price is always high in most case stock is overvalued. We get such good stocks at discounted price or undervalue only during days of poor fundamentals or bottom of cylce. We can get good return provided we grab them at low price, if we are confident of improvement in fundamentals and successful turn around by management. I am sure at the peak of sugar cycle Shree renuka will enjoy heydays and will be darling of not only investors but traders as well as it was in past.

My guess is that in next 2-3 years stocks related to primary sources/producers (mining, sugar, oil etc) or primary sources producers (steel, cement, textile, power etc) are likely to do well. My guess is based on simple assumptions:
(1) All consumers/ pharma / seed, branded players , consumption themes, auto , housing or housing finance, IT etc are priced to perfection for next 3-4 years. So even if they do well stock price appreciation is likely to be muted for them. Also there are investor fancy in these sectors and lot of talk about quality etc.
(2) There is hardly many materials or commodities which india can produce more than it consumes and if it has to grow at least for initial phase of growth it needs those commodities in abundance. Valuations of metals, steel, mining, sugar etc are already priced for close to bankrupty and most of these happen due to dollar getting stronger or slowdown in china etc themes which dont have much impact on fundamental demand in india of those commodities. Again strong dollar as a theme is not very sustainable for long term as amount of dollar printed by FED or EU etc at some point going to show it true effects in terms of increase in inflation and devaluation of us dollar which likely to support prices of primary producers and squeeze margin of branded players.

(3) Already most of agricultural commodities showing price recovery in last 6 months and no new investment is going into mining,steel,sugar, oil etc sector so no supply increase is possible for next many years. Also mostly consensus opinion is that commodity prices likely to remain in bear markets for many years which is already priced in by market and stock prices start recovering much before actual events happening. Any case without demand revival in commodities these level of consumption growth is not likely to sustainable any further.

Lets look at the major events that has happened in India and across the world in last 6-8 months.

Lets start with global first and its impact on India:
1) Crude has declined from US$90 to US$40-50 currently: This will positively impact Chemicals, Pharma, Consumer, Aviation and Transportation companies.

2) There has been much emphasis on Carbon reduction****: IMHO govt might focus on renewable energy to a greater extent in the upcoming budget. Companies in renewable energies like suzlon or Inox Wind or companies that provides solar panels should benefit.

3) Imminent Interest rate hike by the FED: No major impact except for the sentiments. In my view market is already discounting most of it

4) Terrorist activites have shot up a lot in last 6-8 months: In my view this is a big risk.

Coming to India
1) Rate cuts: big positive for all the sectors. Banks need to pass on the rate cut benefits to customers. If that happens we may see Industrial revival in the country. Make IN India campaign may get a doser from the rate cuts. Keeping fingers crossed. Big sectors would be HFC, debt laden sectors.Watch out for Pennar PEBS.

2) GST (if & when happens): It will lift the GDP by 1.5-2% after 2years of implementation. I have a family business and I can definitely tell you TDS, TCS, CST etc is a big big pain. One uniform tax rate will improve the ease of doing business. Watch out for companies in the sectors like Transport (TCI, Gati), Logistics (Concor, Gateway Distriparks Snowman, Gati for its Gati Kausar subsidiary, DTDC - if and when gets listed), Road construction companies ( IRB infra - incase you are comfortable with corporate governance), Consumer companies as mentioned by Hitesh.

3) Railways: Mr. Prabhu (I would call him Chanakya for Railways) is a very smart man. He knows what he is doing and more importantly the action that he is taking will benefit the country in the long run. Look for companies like Titagarh Wagons or RK Forgings. Also look for Pennar Industries whose one segment caters to Railways. Segment might positively surprise.

4) Aadhaar: Govt has been focusing on making Aadhaar as the primary card for the needs. Companies that maintains the database for Aadhaar is a prime beneficiary. Watch for HCL Infosystems.

5) Agri-chemical companies: Recently I read that govt is focusing on improving the land productivity, educating farmers etc. This should benefit Agro-chemical companies like PI Industries etc.

My hunch is one should invest in sectors that are more B2C than B2B. In B2C businesses like Nilkamal or Supreme Industries or WimPLast, they don't have to pass on the entire benefit of lower crude prices. Also B2C businesses are more recession proof (except discretionaries). But not denying that some B2B businesses creates lot of wealth purely looking at BQ & MQ.

Discl: Invested in PI Industries, Pennar Industries, Pennar PEBS & TCI from lower levels.

Best,
Kunal

The company has started looking for executives for their vietnam plant: (LinkedIn screenshot)
Job requirements posted in Oct & Nov.