NOTE: Numbers rounded off to the nearest integer, except debt/equity (D/E). All financial numbers are in ₹ crore and on consolidated basis, wherever available. Standalone numbers were considered for Supreme Infrastructure. FY13 numbers have been annualised for 23 companies since they were yet to announce their full-year results at the time of compilation. CAGR and RoCE are in%, D/E ratio is in times (X). Stock prices are in ₹ and market cap in ₹ crore. FY13 and YTD returns are in %. YTD returns, m-cap, share price and TTM PE (x) are as of May 3, 2013.
Data: Ace Equity
30. Ramky Infrastructure
The Hyderabad-based company gets over half of its revenues from building roads and bridges. It is also into waste water and water management, and development of commercial and residential real estate. The slowdown in order flow is a concern as the company managed to garner only ₹950 crore in the nine months ended December 2012 compared with the ₹5,800 crore it managed to book in FY12. Despite this, its order-book stands at ₹12,500 crore, which is 3.8 times its 12-month trailing revenues. The company, though, needs to keep a lid on costs, which have begun to eat into profitability.
29. Munjal Auto Inds
Munjal Auto primarily supplies exhaust systems and mufflers to group company Hero Motocorp and manufactures fuel tanks for four-wheelers, primarily Tata Nano. Mufflers contribute over 80% of revenue, with wheel rims, fuel tanks and other components making up the balance. Already, 97% of the company’s revenue comes from Hero and that is unlikely to change anytime soon. Given that Hero’s sales have been stagnating (1% growth in FY13) and with the management indicating another weak year in FY14, the outlook for the auto ancillary company is far