MIRA INFORM REPORT

 

 

Report Date :

23.12.2013

 

IDENTIFICATION DETAILS

 

Name :

KOTAK SECURITIES LIMITED

 

 

Registered Office :

27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra 

 

 

Country :

India

 

 

Financials (as on) :

31.03.2013

 

 

Date of Incorporation :

20.07.1994

 

 

Com. Reg. No.:

11-134051

 

 

Capital Investment / Paid-up Capital :

Rs. 16.000 Millions

 

 

CIN No.:

[Company Identification No.]

U99999MH1994PLC134051

 

 

TAN No.:

[Tax Deduction & Collection Account No.]

MUMK05839B

 

 

PAN No.:

[Permanent Account No.]

AAACK3436F

 

 

Legal Form :

A Closely Held Public Limited Liability Company

 

 

Line of Business :

Providing Securities Brokerage Services.

 

 

No. of Employees :

Information declined by the management 

 

 

RATING & COMMENTS

 

MIRA’s Rating :

A (68)

 

RATING

STATUS

 

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

 

Maximum Credit Limit :

USD 77000000

 

 

Status :

Good

 

 

Payment Behaviour :

Regular

 

 

Litigation :

Exist

 

 

Comments :

Subject is a subsidiary of Kotak Group. It is well-established and reputed company having fine track record.

 

The ratings reflect KSL’s continued strong presence in retail equity broking segment and the online broking segment, comfortable capitalization levels, comfortable liquidity profile, negligible leverage levels and sound risk management systems by the company.

 

Directors are reported to be experienced and respectable businessmen.

 

Trade relations are reported as fair. Business is active. Payments are reported to be regular and as per commitment.

 

The company can be considered good for normal business dealings at usual trade terms and conditions.

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

 

INDIAN ECONOMIC OVERVIEW

 

Uptick in agriculture and construction spread some cheer as the economy grew a higher-than-expected 4.8 % in the three months through September. Manufacturing rose an annual rate per cent during the quarter and mining fell by 0.4 %, government data showed while farm output rose 46%.

 

India has emerged as the most attractive investment destination, thanks to a relaxation in foreign direct investment norms, says a report. India is followed by Brazil and China in the ranking part of EY’s Capital Confidence Barometer report based on a survey across 70 nations. The US, France and Japan have emerged as the top three investors likely to invest in India.

 

India has been ranked 83rd globally in terms of talent competitiveness of its human capital.  Switzerland, Singapore, Denmark, Sweden and Luxembourg are the top five in the list of 103 nations compiled by INSEAD business school.

 

Tax rates for companies in India are among the highest in the world and the number of payments is also more than the global average putting the country at low, 158th rank on the Paying Taxes. 2014 list by the World Bank and PWC. However, the time taken for tax payments is relatively less in India which is rated ahead of China and Japan.

 

1 billion smartphone shipments in 2013, a 39.3 % growth over 2012. This was being driven by low cost computing in emerging markets. By 2017, total smartphone shipments are expected to approach 1.7 billion units, resulting in a compound annual growth rate of 18.4 % between 2013 and 2017, according to research from IDC.

 

20 % vacancy rate of office space in Mumbai and Delhi in the third quarter, the highest in Asia after Chengdu, in China. According to Cushman and Wakefield, six Indian cities are among the 10 office markets with the worst vacancies.

 

Foreign banks will not have to pay stamp duty and capital gains tax, if they convert their branch operations into a wholly owned subsidiary, according to the Reserve Bank of India.

 

The Reserve Bank of India is planning to launch CPI – indexed bonds aimed to protecting the savings of retail investors from the impact the price rise by December end.

 

Central Bureau of Investigation has booked State Bank of India, Deputy Managing Director Shyamal Acharya and others in a graft case related to distribution of a loan of over Rs 4000 mn. Gold and jewellery worth Rs 6.7 mn have been recovered from the residence of Acharya.

 

 

EXTERNAL AGENCY RATING

 

Rating Agency Name

ICRA

Rating

Long term debt programme : AA

Rating Explanation

High degree of safety and very low credit risk.

Date

July 2013

 

 

Rating Agency Name

ICRA

Rating

Short term debt programme : A1+

Rating Explanation

Very strong degree of safety and lowest credit risk.

Date

July 2013

 

 

RBI DEFAULTERS’ LIST STATUS

 

Subject’s name is not enlisted as a defaulter in the publicly available RBI Defaulters’ list.

 

 

EPF (Employee Provident Fund) DEFAULTERS’ LIST STATUS

 

Subject’s name is not enlisted as a defaulter in the publicly available EPF (Employee Provident Fund) Defaulters’ list as of 31-03-2012.

 

 

INFORMATION DECLINED

 

MANAGEMENT NON-COOPERATIVE

 

(CONTACT NO.: 91-22-66529191)

 

 

LOCATIONS

 

Registered Office :

27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, India

Tel. No.:

91-22-43360000/ 66529191

Fax No.:

91-22-67132430

E-Mail :

sandeep.chordia@kotak.com

Website :

www.kotaksecurities.com

 

 

DIRECTORS

 

AS ON 27.09.2013

 

Name :

Devarajan Kannan

Designation :

Managing director

Address :

41, 4th Shubhagan CTS, G/4, V.P. Road, Santacruz, Mumbai - 400054, Maharashtra, India

Date of Birth/Age :

08.06.1961

Qualification :

B.Com, C.A. and I.C.W.A.

Date of Appointment :

11.08.2006

PAN No.:

AESPK5717N

DIN No.:

00498935

 

 

Name :

Mr. Uday Suresh Kotak

Designation :

Director

Address :

62, NCPA, Apartments, Dorabjee Tata Marg, Nariman Point, Mumbai – 400021, Maharashtra, India

Date of Birth/Age :

16.03.1959

Qualification :

B.Com, MBA

Date of Appointment :

20.07.1994

PAN No.:

AABPK8999F

DIN No.:

00007467

 

 

Name :

Chengalath Jayaram

Designation :

Director

Address :

Satguru Simran, 7th Floor, 3rd Road, Almeida Park, Bandra (West), Mumbai – 400050, Maharashtra, India

Date of Birth/Age :

18.04.1956

Qualification :

B.A, PGDM

Date of Appointment :

09.01.1995

PAN No.:

ACLPJ5511E

DIN No.:

00012214

 

 

Name :

Narayan Subramaniam Ayypankav

Designation :

Director

Address :

2nd Floor, Silvaresh (Clare Villa), Plot No. 502, 13th Road, Mumbai – 400071, Maharashtra, India

Date of Birth/Age :

09.11.1960

Qualification :

B.Com, F.C.A.

Date of Appointment :

20.05.1997

PAN No.:

AACPN3743P

DIN No.:

00007404

 

 

Name :

Venkat Krishnan Subramanian

Designation :

Director

Address :

31-32, Solitaire, Central Avenue Road, Santacruz, Mumbai – 400054, Maharashtra, India

Date of Birth/Age :

05.10.1961

Date of Appointment :

27.09.2013

DIN No.:

00031794

 

 

KEY EXECUTIVES

 

Name :

Mr. Sandeep Shantilal Chordia

Designation :

Secretary

Address :

G-1602, Eternity CHS, Behind Eternity Mall, Near Teen Naka, Thane (West), Mumbai – 400064, Maharashtra, India

Date of Birth/Age :

02.05.1976

Date of Appointment :

26.06.2006

PAN No.:

ACNPC1772A

 

 

MAJOR SHAREHOLDERS / SHAREHOLDING PATTERN

 

AS ON 27.09.2013

 

Names of Shareholders

 

No. of Shares

 

Dipak Brij Gupta jointly with Kotak Mahindra Bank Limited, India

 

1

K.V.S. Manian jointly with Kotak Mahindra Bank Limited, India

 

1

Shanti Ekambaram jointly with Kotak Mahindra Bank Limited, India

 

1

Jaimin Mukund Bhatt jointly with Kotak Mahindra Bank Limited, India

 

1

Kotak Mahindra Bank Limited, India

 

1199985

Kotak Mahindra Capital Company Limited, India

 

400010

Raghunath Tirupattur Venkataraman jointly with Kotak Mahindra Bank Limited, India

 

1

 

 

 

Total

 

 

1600000

 

 

AS ON 27.09.2013

 

Equity Share Breakup

Percentage of Holding

Category

 

Nationalised or other banks

75.00

Bodies corporate

25.00

 

 

Total

 

100.00

 

 

BUSINESS DETAILS

 

Line of Business :

Providing Securities Brokerage Services.

 

 

Products/ Services :

ITC Code No.

 

Product Descriptions

99715210

Securities Brokerage Services

 

 

GENERAL INFORMATION

 

No. of Employees :

Information declined by the management 

 

 

Bankers :

·         Centurion Bank of Punjab Limited, Durga Niwasm G Road, Panaji - 403001, Goa, India

 

Kotak Mahindra Bank Limited, 36-38A, Nariman Bhavan, 227,D, Nariman Point, Mumbai - 400021, Maharashtra, India

 

 

Facilities :

 

SECURED LOANS

31.03.2013

(Rs. In Millions)

31.03.2012

(Rs. In Millions)

SHORT TERM BORROWINGS

 

 

Loans repayable on demand from banks

[Secured by a pari passu first charge on the stock in trade and trade receivables]

213.882

188.788

 

 

 

Total

 

213.882

188.788

 

 

 

 

 

Banking Relations :

--

 

 

Financial Institutions :

·         Kotak Mahindra Primus Limited, 36-38B Nariman Bhavan, 227, Nariman Point, Mumbai - 400021, Maharashtra, India

 

IDBI Trusteeship Services Limited, Asian Building, Ground Floor, 17, R. Kamani Marg, Ballard Estate, Mumbai - 400001 - 400001, Maharashtra, India

 

 

Auditors :

 

Name :

Price Waterhouse

Chartered Accountants

Address :

Mumbai, Maharashtra, India

Income-tax PAN of auditor or auditor's firm :

AAEFP3641G

 

 

Enterprises which are owned, or have significant influence of or are partners with Key management personnel and their relatives :

·         ACE Derivatives and Commodity Exchange Limited [U67100GJ1956PLC000597]

Aero Agencies Limited [U51220MH1949PLC007791]

Infina Finance Private Limited [U67120MH1996PTC098584]

Komaf Financial Services Limited [U65910MH1987PLC045544]

Kotak Commodity Services Limited [U65910MH1987PLC042230]

Asian Machinery and Equipment Private Limited [U51900MH1959PTC011548]

Matrix Business Services India Private Limited [U74140TN2003PTC051482]

Business Standard Limited [U00000DL1970PLC100242]

 

 

Fellow Subsidiary company :

·         Kotak Alternative Oppurtunties India Fund

Kotak Forex Brokerage Limited [U65910MH1988PLC048450]

Kotak India Growth Fund II

Kotak Investment Advisors Limited [U65990MH1994PLC077472]

Kotak Mahindra (UK) Limited

Kotak Mahindra Asset Management Company Limited [U65991MH1994PLC080009]

Kotak Mahindra Capital Company Limited [U67120MH1995PLC134050]

Kotak Mahindra Inc

Kotak Mahindra International Limited

Kotak Mahindra Investments Limited [U65900MH1988PLC047986]

Kotak Mahindra Mutual Fund

Kotak Mahindra Old Mutual Life Insurance Limited [U66030MH2000PLC128503]

Kotak Mahindra Prime Limited [U67200MH1996PLC097730]

Kotak Mahindra Trustee Company Limited [U65990MH1995PLC090279]

 

 

Holding company :

Kotak Mahindra Bank Limited [L65110MH1985PLC038137]

 

 

Subsidiary company :

Kotak Mahindra Financial Services Limited

 

 

Mutual fund / venture capital fund managed by fellow subsidiary :

·         Kotak Mahindra Mutual Fund Managed by Kotak Mahindra Asset Management Company Limited

Kotak Alternate Opportunities India Fund managed by Kotak Investment Advisors Limited

Kotak India Growth Fund II

 

 

CAPITAL STRUCTURE

 

AS ON 31.03.2013

 

Authorised Capital :

No. of Shares

Type

Value

Amount

 

 

 

 

6,000,000

Equity Shares

Rs. 10/- each

Rs. 60.000 Millions

1,000,000

Preference Shares

Rs. 100/- each

Rs. 100.000 Millions

 

Total

 

Rs. 160.000 Millions

 

Issued, Subscribed & Paid-up Capital :

No. of Shares

Type

Value

Amount

 

 

 

 

1,600,000

Equity Shares

Rs. 10/- each

Rs. 16.000 Millions

 

 

 

 

 


 

FINANCIAL DATA

[all figures are in Rupees Millions]

 

ABRIDGED BALANCE SHEET

 

SOURCES OF FUNDS

 

31.03.2013

31.03.2012

31.03.2011

I.        EQUITY AND LIABILITIES

 

 

 

(1)Shareholders' Funds

 

 

 

(a) Share Capital

16.000

16.000

16.000

(b) Reserves & Surplus

19326.732

18181.708

16923.491

(c) Money received against share warrants

0.000

0.000

0.000

 

 

 

 

(2) Share Application money pending allotment

0.000

0.000

0.000

Total Shareholders’ Funds (1) + (2)

19342.732

18197.708

16939.491

 

 

 

 

(3) Non-Current Liabilities

 

 

 

(a) long-term borrowings

0.000

0.000

0.000

(b) Deferred tax liabilities (Net)

0.000

0.000

0.000

(c) Other long term liabilities

211.428

210.055

190.973

(d) long-term provisions

111.705

94.477

159.947

Total Non-current Liabilities (3)

323.133

304.532

350.920

 

 

 

 

(4) Current Liabilities

 

 

 

(a) Short term borrowings

213.882

188.788

934.880

(b) Trade payables

5915.629

7542.020

8058.450

(c) Other current liabilities

634.617

295.741

1876.210

(d) Short-term provisions

267.355

434.036

210.401

Total Current Liabilities (4)

7031.483

8460.585

11079.941

 

 

 

 

TOTAL

26697.348

26962.825

28370.352

 

 

 

 

II.      ASSETS

 

 

 

(1) Non-current assets

 

 

 

(a) Fixed Assets

 

 

 

(i) Tangible assets

641.562

690.844

701.541

(ii) Intangible Assets

8.292

13.155

30.854

(iii) Capital work-in-progress

0.000

0.000

0.000

(iv) Intangible assets under development

0.000

0.000

0.000

(b) Non-current Investments

6986.623

8063.060

7173.124

(c) Deferred tax assets (net)

175.796

216.007

326.559

(d)  Long-term Loan and Advances

272.660

299.725

148.260

(e) Other Non-current assets

2053.762

5042.004

8854.649

Total Non-Current Assets

10138.695

14324.795

17234.987

 

 

 

 

(2) Current assets

 

 

 

(a) Current investments

1000.000

0.000

549.651

(b) Inventories

811.313

2575.385

277.791

(c) Trade receivables

3595.718

4488.235

3757.870

(d) Cash and cash equivalents

10028.442

4807.773

5332.158

(e) Short-term loans and advances

883.239

579.633

1000.236

(f) Other current assets

239.941

187.004

217.659

Total Current Assets

16558.653

12638.030

11135.365

 

 

 

 

TOTAL

26697.348

26962.825

28370.352

 

 

PROFIT & LOSS ACCOUNT

 

 

PARTICULARS

 

31.03.2013

31.03.2012

31.03.2011

 

SALES

 

 

 

 

 

Revenue from operations

4312.396

4457.500

5701.291

 

 

Other Income

1757.533

1639.545

1674.244

 

 

TOTAL                                     (A)

6069.929

6097.045

7375.535

 

 

 

 

 

Less

EXPENSES

 

 

 

 

 

Employee benefit Expenses

1801.153

1982.940

2356.085

 

 

Other Expenses

2214.850

1972.249

1926.429

 

 

TOTAL                                     (B)

4016.003

3955.189

4282.514

 

 

 

 

 

Less

PROFIT BEFORE INTEREST, TAX, DEPRECIATION AND AMORTISATION (A-B)      (C)

2053.926

2141.856

3093.021

 

 

 

 

 

Less

FINANCIAL EXPENSES                         (D)

33.754

80.927

198.772

 

 

 

 

 

 

PROFIT BEFORE TAX, DEPRECIATION AND AMORTISATION (C-D)                                       (E)

2020.172

2060.929

2894.249

 

 

 

 

 

Less/ Add

DEPRECIATION/ AMORTISATION                     (F)

134.872

146.037

178.523

 

 

 

 

 

 

PROFIT BEFORE TAX (E-F)                               (G)

1885.300

1914.892

2715.726

 

 

 

 

 

Less

TAX                                                                  (H)

740.276

656.675

896.347

 

 

 

 

 

 

PROFIT AFTER TAX (G-H)                                (I)

1145.024

1258.217

1819.379

 

 

 

 

 

 

TRANSFER FROM DEBENTURE REDEMPTION RESERVE

0.000

0.000

783.625

 

 

 

 

 

Add

PREVIOUS YEARS’ BALANCE BROUGHT FORWARD

16218.479

14960.262

12738.634

 

 

 

 

 

Less

APPROPRIATIONS

 

 

 

 

 

Transfer to Debenture Redemption Reserve

0.000

0.000

381.376

 

BALANCE CARRIED TO THE B/S

17363.503

16218.479

14960.262

 

 

 

 

 

 

EARNINGS IN FOREIGN CURRENCY

 

 

 

 

 

Advisory Fees

32.012

34.798

29.338

 

 

Interest Income

1.156

1.052

1.301

 

 

Other Income

19.846

5.142

0.000

 

TOTAL EARNINGS

53.014

40.992

30.639

 

 

 

 

 

 

Earnings Per Share (Rs.)

715.64

786.39

1137.11

 

 

KEY RATIOS

 

PARTICULARS

 

 

31.03.2013

31.03.2012

31.03.2011

PAT / Total Income

(%)

18.86

20.64

24.67

 

 

 

 

 

Net Profit Margin

(PBT/Sales)

(%)

43.72

42.96

47.63

 

 

 

 

 

Return on Total Assets

(PBT/Total Assets}

(%)

9.65

10.25

13.01

 

 

 

 

 

Return on Investment (ROI)

(PBT/Networth)

 

0.10

0.11

0.16

 

 

 

 

 

Debt Equity Ratio

(Total Debt/Networth)

 

0.01

0.01

0.06

 

 

 

 

 

Current Ratio

(Current Asset/Current Liability)

 

2.35

1.49

1.01

 

 

LOCAL AGENCY FURTHER INFORMATION

 

 

CURRENT MATURITIES OF LONG TERM DEBT

 

Particulars

31.03.2013

(Rs. In Millions)

31.03.2012

(Rs. In Millions)

31.03.2011

(Rs. In Millions)

 

 

 

 

Current maturities of long-term debt

0.000

0.000

1102.305

 

 

 

 

 

 

Sr. No.

Check List by Info Agents

Available in Report

(Yes / No)

1]

Year of Establishment

Yes

2]

Locality of the firm

Yes

3]

Constitutions of the firm

Yes

4]

Premises details

No

5]

Type of Business

Yes

6]

Line of Business

Yes

7]

Promoter's background

Yes

8]

No. of employees

No

9]

Name of person contacted

No

10]

Designation of contact person

No

11]

Turnover of firm for last three years

Yes

12]

Profitability for last three years

Yes

13]

Reasons for variation <> 20%

--

14]

Estimation for coming financial year

No

15]

Capital in the business

Yes

16]

Details of sister concerns

Yes

17]

Major suppliers

No

18]

Major customers

No

19]

Payments terms

No

20]

Export / Import details (if applicable)

No

21]

Market information

--

22]

Litigations that the firm / promoter involved in

Yes

23]

Banking Details

Yes

24]

Banking facility details

Yes

25]

Conduct of the banking account

--

26]

Buyer visit details

--

27]

Financials, if provided

Yes

28]

Incorporation details, if applicable

Yes

29]

Last accounts filed at ROC

Yes

30]

Major Shareholders, if available

Yes

31]

Date of Birth of Proprietor/Partner/Director, if available

Yes

32]

PAN of Proprietor/Partner/Director, if available

Yes

33]

Voter ID No of Proprietor/Partner/Director, if available

No

34]

External Agency Rating, if available

Yes

 

 

LITIGATION DETAILS

 

HIGH COURT OF BOMBAY

 

CASE DETAILS

BENCH: BOMBAY

Lodging No: NMAL/1791/2012    Filing Date: 06.06.2012     Reg. No.: NMA/1333/2012     Reg. Date: 06.06.2012

Main Matter

Lodging No: RPAL/39/2012                                                    Reg. No.: RPA/44/2013

Petitioner: THE COMMISSIONER OF INCOME TAX-4                 Respondent: M/S. KOTAK SECURITIES LIMITED

Petn. Adv : A.R. MALHOTRA (0)

District: MUMBAI

Bench: DIVISION

Status: Pre-Admission                                                                Category: NOTICE OF MOTION (TAX)

Last Date: 12.07.2013                                                                Stage:

Last Coram: HON’BLE SHRI JUSTICE DR. D.Y. CHANDRACHUD

                      HON’BLE SHRI JUSTICE R.D. DHANUKA

 

 

INDEX OF CHARGES

 

S.NO.

CHARGE ID

DATE OF CHARGE CREATION/MODIFICATION

CHARGE AMOUNT SECURED

CHARGE HOLDER

ADDRESS

SERVICE REQUEST NUMBER (SRN)

1

10007605

19/06/2009 *

1,500,000,000.00

KOTAK MAHINDRA BANK LIMITED

36-38A, NARIMAN BHAVAN, 227,D, NARIMAN POINT, MUMBAI - 400021, MAHARASHTRA, INDIA

A67232751

 

* Date of charge modification

 

 

OPERATIONS

 

The global economic turmoil continued to dominate with risk averseness playing predominant factor in the equity related markets. Markets were largely driven by liquidity in financial markets. This liquidity saw limited periods during the year with slightly higher market volumes. With inflation and interest rates being high, investor sentiment was partisan towards debt and bank deposits. In addition, there continued to be significant interest in investing in gold as liquidity was also available in the form of an active loan against gold market. Some policy initiatives from the government spurred positive sentiments, albeit for a very limited period of time. It was another year in which environment for equity investments was not conducive.

 

The Sensex which closed at 17,404 at the end of the financial year - 2011-12 (hereinafter referred to as ‘previous financial year’) closed at 18,836 at the end of the current financial year with a high of 20,204 and low of 15,749. Similarly, the benchmark Nifty which closed at 5,296 at the end of the previous financial year closed at 5,683 at the end of the current financial year with a high of 6,112 and low of 4,770.

 

The average daily volumes decreased to Rs. 132040.000 Millions from Rs. 141100.000 Millions in the previous financial year for the Cash Segment, after being below the levels of last year for most parts of the year and increased to Rs. 1279950.000 Millions from Rs. 1273270.000 Millions in the previous financial year for Derivatives Segment. The mix between Cash and Derivatives was approximately 1:10 for the large part of the year, but the last two months saw a further shift towards derivatives. The mix has changed significantly from cash segment contributing 15% to 20% of total volumes prevalent 2 to 3 years ago.

 

 

RETAIL SEGMENT

 

The retail investor behavior and sentiment virtually mirrored the previous financial year. With high inflation and interest rates, bank deposits continued to be a preferred asset. The interest in gold also continued with gold prices touching record highs. Few corporates and Public Sector Undertakings issued Debt paper – taxable and tax free, at very attractive coupons. These issues received a good response and resulted in more liquidity being taken away from equity markets. To attract first time investors to equity, the government introduced the Rajiv Gandhi Equity Savings Scheme. First time investors are still buying their time to make an entry into equity.

 

The online trading platform was made more feature rich including a quantum leap in the speed of executing orders. To complement the online platform, a mobile trading application was launched during the year which works on a very wide range of handsets and tablets. The mobile application has been very well received. Other enhancements have been made to reduce transaction time and providing more trade information to the customer.

 

Customer acquisition resulted in addition of about 84,000 customers with a large part of them being online trading customers. The total outlets stood at 1,330 at the end of the financial year. The number of registered sub brokers/ authorized persons stood at 2,119 for NSE and 1,560 for BSE.

 

 

INSTITUTIONAL EQUITIES

 

The equity market was subdued and the institutional market volume did not grow during FY13. Despite flat FII Volumes, net FII investment in India during the fiscal was to the tune of INR 1400 billion. Institutional volumes continued to grow in Index Options, which commanded a disproportionate share in the overall Institutional Derivatives volumes. Electronic Trading continued to remain the focus area for Kotak Institutional Equities and it expanded its client coverage in both Algorithmic & Direct Market Access trading. The Company was ranked as Best Local Brokerage, the Research Team was ranked second for Overall Country Research and third for Overall Country Sales in the Asia Money Brokers Poll 2012.

 

 

PRIMARY MARKET

 

The market environment has been left wanting for facilitating IPOs and over all the IPO market for Equities was lack luster. However, there were number of debt offers, both from the private sector and from Public Sector Undertakings. Towards the end of the last financial year, Offer for Sale on the electronic platforms of the Stock Exchanges was introduced. During the year, number of promoters used this platform to lower their holdings. However barring few offers, participation has largely been from Institutional investors. In the current financial year, the Company was associated with the distribution of 12 Equity Public Offer Issues, 20 Debt Public Offer Issues and 23 Offer for Sale.

 

 

AWARDS AND RECOGNITIONS

 

The Company has received following awards during current financial year for its performance:

 

a) Fastest growing Equity Broking House’ by BSE IPF – D&B Equity Broking Awards for 2012

b) The Best Equity House in India by Finance Asia for the year 2012

c) Best Brokerage in India by Finance Asia – 2012

d) Ranked #1 on a weighted formula basis in Institutional Investor’s All-India Research Team survey - 2012

e) Kotak Institutional Equities - Analysts ranked #1 in financial services; #3 in the media sector in the Wall Street Journal survey of Asia's best analysts – 2012

f) Best Local Brokerage in the Asiamoney Brokers Poll – 2012

Ø Ranked #2 for Best Overall Country Research amongst all domestic and foreign brokerages

Ø Ranked #2 for Best Execution amongst all domestic and foreign brokerages

Ø Ranked #2 for Most Independent Research Brokerage amongst all domestic and foreign brokerages

Ø Ranked #3 for Best in Sales Trading amongst all domestic and foreign brokerages

 

 

FUTURE OUTLOOK

 

The year started on an optimistic note. However, key economic indicators – GDP, IIP, Inflation, BoP etc did not provide sufficient cheer. The finance budget for Financial Year 2013-14 has few provisions aimed at increasing investment in manufacturing and investments in capital markets. The USD Rupee has been stable around Rs 54 to Rs 55.

 

Inflation which was high, but stable, during the last quarter has now shown signs of easing. Price of gold has fallen sharply along with some other commodities, including crude which has come off recent highs. Reduction in inflation should result in lowering of interest rates. In India a key determining factor for Capital Markets would be the ensuing elections. Capital Markets would wait and watch for developments on new government formation, key ministries and expected policy initiatives.

 

US markets have rallied and benchmark indices have posted record highs during the year on the back of a relatively stable economy. Europe continues to be a worry, with Cyprus being one more country to be rocked by a crisis. Apart from tensions in the middle east, there is heightened tension between North and South Korea.

 

Cash market volumes have been declining and could show an increase if some of the above parameters turn positive for capital markets. Regulatory changes continue with an aim to make the market more transparent and protecting investor interests. Towards this end, KYC and Surveillance by members has been in focus. As a leader and responsible Capital Market intermediary, the company is taking all suitable steps to ensure adherence to the above.

 

At present, over capacity in the industry continues with a continuing and incessant pressure on realization rates. As a business leader, the company is combating the same through focus on its products as well as service. These measures will ensure that the company would be well positioned as and when the appetite for Equity increases. The company has been judicially improving and enhancing its service while keeping a close watch and control on costs.

 

 

CONTINGENT LIABILITIES (AS ON 31.03.2013):

 

1.       Income tax matters in respect of which appeal is pending - Rs. 25.835 Millions (Previous Year Rs. 48.788 Millions). This is being disputed by the Company and hence not provided for. Out of the total demand of Rs. 218.884 Millions, the Company has already paid an amount of Rs. 72.855 Millions. The balance of Rs. 146.029 Millions has not been paid as the Company has filed an application with the Income tax authorities to adjust this amount against the refund arising in subsequent year.

 

2.       Service tax matters in respect of which appeal is pending - Rs. 10.403 Millions (Previous Year Rs. 10.171 Millions). This is being disputed by the Company and hence not provided for.

 

3.       Capital commitments (net of advances) - Rs. 39.490 Millions (Previous Year Rs. 15.928 Millions)

 

4.       Claims against the Company not acknowledged as debt by the Company – Rs. 39.720 Millions (Previous Year – Rs. 77.352 Millions)

 

 

FIXED ASSETS:

 

·         Buildings

Furniture and fixtures

Vehicles

Motor vehicles

Office equipment

Computer equipments

Other equipments

Leasehold improvements

Computer software


CMT REPORT (Corruption, Money Laundering & Terrorism]

 

The Public Notice information has been collected from various sources including but not limited to: The Courts, India Prisons Service, Interpol, etc.

 

1]         INFORMATION ON DESIGNATED PARTY

No exist designating subject or any of its beneficial owners, controlling shareholders or senior officers as terrorist or terrorist organization or whom notice had been received that all financial transactions involving their assets have been blocked or convicted, found guilty or against whom a judgement or order had been entered in a proceedings for violating money-laundering, anti-corruption or bribery or international economic or anti-terrorism sanction laws or whose assets were seized, blocked, frozen or ordered forfeited for violation of money laundering or international anti-terrorism laws.

 

2]         Court Declaration :

No exist to suggest that subject is or was the subject of any formal or informal allegations, prosecutions or other official proceeding for making any prohibited payments or other improper payments to government officials for engaging in prohibited transactions or with designated parties.

 

3]         Asset Declaration :

No records exist to suggest that the property or assets of the subject are derived from criminal conduct or a prohibited transaction.

 

4]         Record on Financial Crime :

            Charges or conviction registered against subject:                                                              None

 

5]         Records on Violation of Anti-Corruption Laws :

            Charges or investigation registered against subject:                                                          None

 

6]         Records on Int’l Anti-Money Laundering Laws/Standards :

            Charges or investigation registered against subject:                                                          None

 

7]         Criminal Records

No available information exist that suggest that subject or any of its principals have been formally charged or convicted by a competent governmental authority for any financial crime or under any formal investigation by a competent government authority for any violation of anti-corruption laws or international anti-money laundering laws or standard.

 

8]         Affiliation with Government :

No record exists to suggest that any director or indirect owners, controlling shareholders, director, officer or employee of the company is a government official or a family member or close business associate of a Government official.

 

9]         Compensation Package :

Our market survey revealed that the amount of compensation sought by the subject is fair and reasonable and comparable to compensation paid to others for similar services.

 

10]        Press Report :

            No press reports / filings exists on the subject.

 


 

CORPORATE GOVERNANCE

 

MIRA INFORM as part of its Due Diligence do provide comments on Corporate Governance to identify management and governance. These factors often have been predictive and in some cases have created vulnerabilities to credit deterioration.

 

Our Governance Assessment focuses principally on the interactions between a company’s management, its Board of Directors, Shareholders and other financial stakeholders.

 

 

CONTRAVENTION

 

Subject is not known to have contravened any existing local laws, regulations or policies that prohibit, restrict or otherwise affect the terms and conditions that could be included in the agreement with the subject.

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs. 62.24

UK Pound

1

Rs. 101.81

Euro

1

Rs. 84.88

 

 

INFORMATION DETAILS

 

Information Gathered by :

HNA

 

 

Report Prepared by :

BVA

 


 

SCORE & RATING EXPLANATIONS

 

SCORE FACTORS

 

RANGE

POINTS

HISTORY

1~10

7

PAID-UP CAPITAL

1~10

6

OPERATING SCALE

1~10

8

FINANCIAL CONDITION

 

 

--BUSINESS SCALE

1~10

8

--PROFITABILIRY

1~10

7

--LIQUIDITY

1~10

8

--LEVERAGE

1~10

8

--RESERVES

1~10

8

--CREDIT LINES

1~10

8

--MARGINS

-5~5

--

DEMERIT POINTS

 

 

--BANK CHARGES

YES/NO

YES

--LITIGATION

YES/NO

YES

--OTHER ADVERSE INFORMATION

YES/NO

NO

MERIT POINTS

 

 

--SOLE DISTRIBUTORSHIP

YES/NO

NO

--EXPORT ACTIVITIES

YES/NO

NO

--AFFILIATION

YES/NO

YES

--LISTED

YES/NO

NO

--OTHER MERIT FACTORS

YES/NO

YES

DEFAULTERS 

 

 

--RBI

YES/NO

NO

--EPF

YES/NO

NO

TOTAL

 

68

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

 


 

RATING EXPLANATIONS

 

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

                                       New Business

 

--

 

 

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.