ICICI PRUDENTIAL ASSET MANAGEMENT LTD. Company : Sector : Current Price BSE Sensex : M.

CAP : ANALST :

CO NAME ANNUAL REPORT ANALYSIS

CONCLUSION Valuation : Fair Value Range : Reco : Underweight/overweight Key Takeaways from annual Report:

FROM

THE

CHAIRMANS

LETTER

NEW

VISION

PERFORMANCE

HIGHLIGHTS

would talk about last 5-10 yrs of performance How has the ROCE / ROE and other financial parameters behaved Dividend payout ratio Total employees Capacity utlization was 91% in CY09 v/s 93% in CY08. Others
REPORT AND

FROM DIRECTORS

MDA

Talks about the cos performance Anything specific and whether it confirms mgmts view when we would met them. Industry size / mkt share etc

Lots of info may me made available here. Important

SIDE IMPACT

COST

Cost reduction measures taken by company

FROM AUDITORS REPORT

Very important as would highlight about loans to group cos, contingent liab etc
PROJECTS

EXPANSION

ACQUISITIONS /

DIVESTMENTS

PERFORMANCE OF SUBSIDIARIES

STANDALONE BALANCE SHEET, P/L A/C

AND

CASH FLOW

ANALYSIS

Important to verify P/L, B/S and notes of accounts.

MISCELLANEOUS
There has been lots of information on social responsibility, environment protection, health and dafety. Also on renewable energy.