Contigient liability is inclusive of the bank guarantee given for 30 cr for Mount Everest breweries and the central excise dispute is applicable for all grain spirit manufactures and bottlers which is going to be decided in favour of the manufactures
The employee expense is corresponding with the expansion even though it is slightly higher
Also one question to DONALD and ayush earlier in this forum you guys denied ayush mentioned about not endrossing only invested a tracking qty but the annual report shows like this
Sl. No
For each of the top 10 Shareholders of the year
Shareholding at the beginning of the year
Shareholding at the End of the year
No. of Shares
% of total shares of the company
No. of Shares
% of total shares of the company
1
Garnet Tradlink Private Limited
900000
9.96
900000
9.96
2
Attic Dealcom Private Limited
800000
8.85
800000
8.85
3
Suniket Developers Pvt. Ltd.
81631
0.90
81631
0.9
4
Samriddhi Tracom Private Limited
51554
0.57
51554
0.57
5
Venkateshwar Investment and Fin. (P) Ltd
50400
0.56
NIL
NIL
6
Highgrowth Merchant Private Limited
49255
0.54
49255
0.54
7
Rashmi Tibrewal
42455
0.47
42455
0.47
8
Sanjay Kumar Sarawagi
39624
0.44
40439
0.45
9
Satabdi Tradecom Private Limited
39943
0.44
39943
0.44
10
Adya Merchant Private Limited
33836
0.37
33836
0.37
11
Satya Prakash Mittal (HUF)
NIL
NIL
54801
0.61

Total
2088698
23.11
2093914
23.16
This shows FY 15 there is 54000 shares bought can anybody clarify

As per my view - portfolio has almost all known names - you should buy some unknown names with good businesses & management

HI all,

As per my knowledge in stock markets - some opportunities i can see @ CMP (due to downfall)

1.FORCE MOTORS - CMP 3295 (Strong MNC backups now)
2.CAPITAL FIRST @ 374 (strong management - next BAJAJ FIN in making)
3.L&T @ 1330 - Strong franchise (good mgmt)
4.OBEROI REALTY @266 - good mgmt - good real estate pick
5.Sharda Cropchem - @249 (Asset light model)(good ratios)(almost 0 debt)
6.Torrent Pharma - CMP 1546 (Nexim play)(Dr reddys hurt)(initial entrance in US)

1 Swaraj Engines Limited (HOLD)
2 V.S.T Tillers Tractors Limited(SELL - FAIRLY VALUED)
3 Accelya Kale Solutions Limited (HOLD)
4 MPS Limited (NOT TRACKING)
5 Navneet Education Limited (HOLD)
6 VST Industries Limited (HOLD)
7 V-Guard Industries Limited (SELL)
8 Rupa & Company Limited (NOT TRACKING)
9 Persistent Systems Limited (SeLL)
10 Astral Poly Technik Limited(SELL)
11 Dhanuka Agritech Limited (SELL)
12 Vinati Organics Limited (SELL)
13 Kajaria Ceramics Limited(SELL at 850-900 now)
14 Tree House Education & Accessories Limited(hold)
15 Vimal Oil & Foods Limited (NOT TRACKING)
16 Alkyl Amines Chemicals Limited (HOLD)
17 V-Mart Retail Limited (HOLD)
18 Vinati Organics Limited (SELL)
19 Fluidomat Ltd (SELL)
20 Atul Limited (SELL around 1800)
21 Gujarat Industries Power Company Limited (BABU COMPANY -SELL)
22 Balaji Amines Limited (NOT TRACKING)
23 V.S.T Tillers Tractors Limited (SELL)
24 Jenburkt Pharmaceuticals Ltd.(HOLD)
25 Nesco Limited (SELL)
26 Sarla Performance Fibers Limited
27 Orient Refractories Limited
28 Vesuvius India Limited

Please provide your valuable suggestions. I would be happy to eliminate some names from this list. I know its not concentrated and I prefer a diversified portfolio.

There are some more in my list which I am working on which are:
KSE Ltd
Avanti Feeds Limited
Rubfila International Ltd.
Igarashi Motors India Limited
La Opala RG Limited
Camlin Fine Sciences Limited
Indag Rubber Ltd
Kesar Terminals & Infrastructure Limited
Premco Global Ltd
Nath Bio-Genes (India) Limited

It is not just Apollo Tyres, shares of all tyre companies are traded at very low PE. Have a look at MRF.

There are media reports that this is due to Chinese dumping of CV tyres in Indian market.