Who says that you cannot make money on stock markets just because the sensex remains sluggish?? Irrespective of whether the market sentiments are good or bad, it has been proven numerous times that some stocks yield awesome returns. Why? Because those companies could have delivered consistently good results for last several quarters. Because those companies could be into rock solid businesses where we can reasonably estimate above average growth for next many quarters. Because those companies could have built a solid brand value or a solid logistic or manufacturing infrastructure which makes it a deterrent for a new entrant. Because the company's products could command a higher premium in the market. Because the company could have much more avenues for growth in the market it operates or there could exist opportunities for expansions into other geographies. because those companies could be managed by team who have excelled in past. There could be many more reasons. Value Investing is more of an art than science. Beyond the analysis of financial statements which reflects past performance, it requires the conviction of estimating future growth. Many times mere past performance may not reflect what is in store for future. Predicting stocks which could shoot up three to five fold in next few years is not an element of chance. It is a detailed study of the business of the company, anticipated growth with logical reasoning, study of cost effectiveness, capabilities of management to drive business, analysis of Government policies and anticipated trends which could effect performance of the company, existing and anticipated competition, risks of product substitutes, technology dependence and scores of other factors. In this presentation, I share a list of companies which performed well in the course of last 1, 3 and 5 year horizon. The showcased companies even 5, 3 or 1 year back were fundamentally strong, leaders in their respective fields, and there existed high probabilities for their outstanding business growth. If you have invested into stock market directly or through a mutual fund, did you make great returns? If not, you need to introspect as to why did you miss such wonderful companies. World over medium to large investors invest through Authorized Portfolio Managers because they have the requisite tools and expertise to manage their investments better. In India, Portfolio Managers needs to be registered with Securities & Exchange Board of India [SEBI] Disclaimer: 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.

1. EVEN IF
SENSEX GOES
DOWN
July 10th 2013

2. SHOWCASING
A SERIES OF
COMPANIES
WHICH SAW
TREMENDOUS
CAPITAL
APPRECIATION
IN THE LAST
FIVE YEARS.
MFSL PRESENTS
THE STAR PERFORMERS
ON THE BOURSES

3. RIGHT
INVESMENT
CAN GIVE YOU
BIG RETURNS
EVEN IF
SENSEX DOES
BAD.

4. AVERAGE
ANNUALISED
RETURN FROM
NIFTY IN LAST
FIVE YEARS IS
ONLY 9%

5. BUT
INVESMENT IN
THE RIGHT
STOCKS CAN
GIVE OVER
100% RETURN
Y-O-Y

6. BLUE CIRCLE
ECLERX SERVICES
FINOLEX IND.
GLENMARK
PHARMA
GODREJ
CONSUMER #
GSK CONSUMER
GUJARAT
ALKALIES
HCL TECH.
IDEA CELLULAR
INDIAN INFOTECH
INDUSIND BANK
ING VYSYA BANK
JUBILANT
FOODWORKS
JYOTHY LABS
L&T FINANCE
HOLDINGS
LUPIN LTD
MAHINDRA
FINANCE
MOTHERSON SUMI
NATCO PHARMA
NITIN FIRE
PROTEC
RELIANCE
COMMUNICATIONS
SE INVESTMENTS
SOLAR
INDUSTRIES
SUN PHARMA
SUN PHARMA
ADV. RES.
SUPREME
INDUSTRIES
TATA COFFEE
TECH MAHINDRA
TORRENT
PHARMA
TTK PRESTIGE
TUNI TEXTILE
PARTIAL LIST OF STOCKS WHICH COULD HAVE MADE YOU RICHER

7. WORLD
NO 1
AIR-COOLER
MANUFACTURER
Returns
Sold in over 60 countries | overseas manufacturing base
SYMPHONY LIMITED

8. WORLD’S
LARGEST
COFFEE
PLANTATION
COMPANY
Returns
TATA COFFEE
14.76% in 1
year
156.60% in 3
years
452.20% in 5
years
Tata Coffee produces 10,000 metric tonnes of natural shade grown Arabica and Robusta
coffees, in both washed and unwashed forms.

9. WORLD’S
Largest
manufacturer
of tuberculosis
drugs
Returns
LUPIN LIMITED
123.30%
in 3 years
Sales in over 100countries | 5th largest and the fastest growing in the U.S (by
prescriptions). Lupin is the only Asian company to achieve that distinction.

10. INDIA’S
NO 1
TILE
PRODUCER
Returns
KAJARIA CERAMICS LIMITED
Manufacturing capacity of 43.6 million sqm of vitrified tiles per annum

11. WORLD
NO 1
JOCKEY
INNERWEAR
Returns
PAGE INDUSTRIES LIMITED
Exclusive licensee for JOCKEY for India, Sri Lanka, Bangladesh, Nepal
and UAE. Also exclusive licensee of Speedo – World’s No 1 swimwear
brand
43.80%
in 1 yr
344.00%
in 3 yrs
827.50%
in 5 yrs

12. INDIA’S
NO 1
SUGAR
SUBSTITUE &
BREAD
SPREAD
Returns
ZYDUS WELLNESS LIMITED
Holds 81% market share of sugar substitute.
Nutrella is No 1 Non butter bread spread in India

13. INDIA’S
NO 1
BRANDS
CROCIN,
HORLICKS, ENO
FRUIT SALT
Returns
GSK CONSUMER LIMITED

14. ASIA’S
NO 1
DATA
PRINTING
CAPABILITY
Returns
VAKRANGEE SOFTWARES LIMITED
Proven capabilities in handling large volumes of physical documents
for digitization and workflow automation.

15. Returns
Sells over 5 million pressure cookers, 5 million pieces of non-
stick cookware and 1 million induction cook tops every year
15.21% in
1 year
311.10%
in 2 years
3188.70%
in three
years
TTK PRESTIGE LIMITED
ASIA’S
NO 1
KITHEN
APPLIANCES
COMPANY

16. INDIA’S
NO 1
PLASTIC
PROCESSOR
COMPANY
Returns
SUPREME INDUSTRIES LIMITED

17. INDIA’S
No 1
Manufacturer
of Valve
Regulated Lead
Acid battery
Returns
AMARA RAJA BATTERIES LIMITED

18. INDIA’S NO 1
STABILIZER
BRAND
Returns
V GUARD INDUSTRIES
Serving over 50 million customers
89.00%
in 1 year
356.10%
in 3
years
819.80%
in 5
years

19. LEADING
Agri Input and
Custom
Synthesis &
Manufacturing
company in
India
Returns
FASTEST GROWING AGRO CHEM COMPANY IN INDIA
PI INDUSTRIES LIMITED
46.1% in 1
year
221.4 in
2 years
2023.1% in
5 years

20. INDIA’S
LARGEST
PAINT
COMPANY
Returns
ASIAN PAINTS LIMITED
29.24%
in 1 year
100.98%
in 3 years
366.10%
in 5 years
Asian Paints operates in 17 countries and has 24 paint manufacturing facilities in the
world servicing consumers in over 65 countries.

21. JV
with Volvo for
manufacture
of
commercial
vehicles
Returns
INCORPORATED IN 1982 | AMONGST THE LEADING PLAYER IN THE
INDUSTRY
EICHER MOTORS LIMITED
86.90% in 1 year
299.20% in
3 years
1384.90% in
5 years

22. CIO 100
Innovation
award
for two
innovations –
EMI card and
Flexi saver.
Returns
BAJAJ FINANCE LIMITED
Ranked as TOP 3 Financial Services company to work in India |
Network of 81 branches and growing

23. MORE
EXAMPLES
TO
FOLLOW
THE LIST IS NOT
COMPLETE YET…..

24. IT IS A GAME OF
EXPERTISE,
UNCOMMON
INTELLIGENCE,
UPTO DATE
INFORMATION
TRACKING,
INTEPRETATION
AND DISSCTION
OF INFORMATION,
AND TONS OF
HARD WORK…
MYTH: STOCK MARKET
IS AKIN TO CASINO
Ask yourself now – is bourses all
about good luck??

25. WORLD’S
NO 4
TWO & THREE
WHEELER
BRAND
Returns
BAJAJ AUTO LIMITED
Sales across Latin America, Africa, Middle East, South and South
East Asia

26. INDIA’S
Premier
quality seed
producing
company
Returns
KAVERI SEEDS LIMITED
10 large scale seed processing plants with a combined capacity of over 18000 tpa and
plans are on the anvil to enhance this capacity to 30,000 tpa.

27. INDIA’S
Leading
consumer
product
company
Returns
GODREJ CONSUMER PRODUCTS LIMITED
GoodKnight, Cinthol, Godrej No.1 and Godrej Expert Hair Colour are ranked among the
‘100 Most Trusted Brands’ in the country

28. INDIA’S
No 1
selling beer
KINGFISHER
Returns
UNITED BREWERIES LIMITED
58.60%
in 1 year
285.10%
in 3 years
497.80%
in 5 years
The company enjoys 50% market for beer in India

29. INDIA’S
LARGEST
JEWELLERY
RETAILER
Returns
TITAN INDUSTRIES LIMITED
364.40%
in 5
years
101.04%
in 3
years
9.89% in
1 year
It runs 150 Tanishq boutiques and 2 Zoya stores, over 30 Gold Plus stores and over 225
Titan Eye+ stores.
Returns

30. INDIA’S
BEST
ARRAY OF
BRANDS
Returns
ITC LIMITED
331.25% in 5 years
129.80% in 3 years
37.90% in 1 year
MAJOR BRANDS include ITC HOTELS, AASHIRWAD, SUNFEAST, WILLS LIFESTYLE, VIVEL
Returns

31. INDIA’S
LARGEST
SELLING
SUNFLOWER
OIL &
MICROWAVE
POPCORNS
AGRO TECH FOODS LIMITED
312.50%
in 5 years
76.85%
in 3 years
14.07%
in 1 year
MAJOR BRANDS: SUNDROP | ACT II

32. INDIA’S
LARGEST
CHAIN OF
HOSPITALS &
DISPENSARIES
Returns
APOLLO HOSPITALS LIMITED
Over 8500 beds across 50 hospitals

33. INDIA’S
No 1
COURIER
COMPANY
Returns
BLUE DART LIMITED
290.31% in 5 years
131.30% in 3 years
23.92% in 1 year
Returns

34. INDIA’S
No 1
CEMENT
COMPANYReturns
ULTRATECH CEMENT LIMITED
India's largest and the World's 10th largest manufacturer of cement
with an installed capacity of 54 Million Tonnes Per Annum

35. INDIA’S
No 2 Rank
FORTUNE
INDIA’S MOST
ADMIRED
COMPANY
Returns
HINDUSTAN UNILIVER LIMITED
174.11%
in 5
years
126.70%
in 3
years
34.17%
in 1 year
VASELINE, LIFEBUOY, REDLABEL, LAKME, DOVE, BROKE BOND, KISSAN,
FAIR & LOVELY, RIN, KWALITY WALLS, PEPSODENT, KNORR, LIPTON, ETC

36. The list
includes….
SHREE CEMENT
NATCO PHARMA
IPCA LABS
BERGER PAINTS
EMAMI LIMITED
TORRENT
PHARMA
MAHINDRA
FINANCE
CASTROL
WOCKHARDT
WABCO INDIA
VST INDUSTRIES
HAVELLS INDIA
WHIRPOOL OF
INDIA
SUN PHARMA
HCL TECH
NITIN FIRE
PROTECTION
SHRIRAM CIT Y
UNION
ZEE
ENTERTAINMENT
UNITED SPIRITS
GRUH FINANCE
INDUSIND BANK
MANY MORE
FUNDAMENTALLY
STRONG COMPANIES GAVE HANDSOME
RETURNS IN THE LAST 5, 3 AND 1 YEAR PERIOD
We have not covered most of the small cap companies in this presentation which have
registered growth in excess of 500 to 1000% growth in last five years.

37. HOW MUCH
DID YOUR
PORTFOLIO
YEILD??
AVERAGE RETURN FROM THE SCRIPTS
SHOWCASED IN THIS PRESENTATION
WOULD HAVE YIELDED OVER
100% Y-0-Y

38. It is never
too late to
restructure
your
investment
portfolio
INVESTMENT IS ALL ABOUT
RIGHT INVESTMENTS &
RIGHT TIMING.

39. ALLOW THE EXPERTS TO HANDLE.
SEE YOUR MONEY GROW
Contact MFSL for more information on Portfolio Management
services.
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005.
Landline: +914428591185 | Fax: +914428591189 | Email: info@munothfinancial.com
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.
DISCLAIMER: Investments in capital markets are subject to market risks. Please read PMS related
documents carefully.