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I was doing a level of analysis over consistent market performers from 2008. Below are the criteria which I considered.

1. 300% returns over the whole time period
2. 12% returns in the last one year

The returns expected are very modest, but will beat the FD rates in India.

I got a total of 32 companies in total(the only gap in analysis is share split) and below are the major inferences.

1. Only 3 are the largest companies in their segment and only 7 companies exist with more than 10% of the total market cap of the sector.
2. 12 companies exist with market cap share less than .1%
3. 6 companies exist with market cap less than 250 crore and of them, 2 are less than 100. It is surprising to see that companies that small, categorized as X are that consistent performers.
4. 25 out of 33 of these companies have P/E less than market P/E for that segment
5. 11 companies are literally debtless. They have a D/E ratio less than or equal to .01. The number shoots up to 25 companies if D/E ratio is less than .5. Only two companies have D/E ratio greater than one and one of the both – Can Fin Homes is a housing finance company.
6. 15 of the companies are chemicals related(Chemicals, Dyes, Pesticides etc) and 4 are Textile related.
7. 15 of the companies have daily share sales less than 15 lakhs – 1 less than 1 lakh, 4 less than 5 lakhs and 10 less than 10 lakhs. Again, it needs to be seen how these companies tick.So, what do we infer, if we want a long term investment?

1. D/E ratio should be as less as possible.
2. P/E less than segment P/E
3. To be more safe, have a market cap limit of, say 500 or 1000 crore.
4. Look into segments like Finance, Auto, Chemicals and Textiles – they are ever growing

The data below.

Row Labels BSE Code Name Scrip Class Market Cap Sector P/E Industry P/E BOOK VALUE (RS) % of Segment Daily Sale Volume(lakhs) Debt Equity Ratio Price Margin
2008 2017 21/02/2008 21/02/2013 21/02/2014 20/02/2015 22/02/2016 21/02/2017 21/03/2017 9 Year 4 Year 3 Year 2 Year 1 Year 1 Month
EICHER MOTOR 505200 Eicher Motors Limited B1 A 69,467.77 AUTO – LCVS & HCVS 44.32 103.97 1273.17 26.72% 400.923005 0.01 287.05 2783.65 4872.15 16373 18927.1 25234.45 24902.05 8575.16% 794.58% 411.11% 52.09% 31.57% -1.32%
GODREJ CONS 532424 Godrej Consumer Products Limited A A 57,338.44 PERSONAL CARE 46.84 54.04 149.67 12.35% 192.241896 0.58 117.25 757.5 802.35 1104 1212.9 1701.85 1698.4 1348.53% 124.21% 111.68% 53.84% 40.03% -0.20%
TUBE INV. 504973 Tube Investments of India B1 A 12,962.02 MISCELLANEOUS 12.48 17.64 177.34 23.3449425 0.19 64.8 167.05 189.85 359.85 365.75 605.45 615.15 849.31% 268.24% 224.02% 70.95% 68.19% 1.60%
SRF LIMITED 503806 SRF Limited B1 A 9,813.16 TEXTILES – MANMADE 20.58 27.2 457.26 59.37% 241.322794 0.49 118.1 198 216 924 1091.85 1603.4 1603.9 1258.09% 710.05% 642.55% 73.58% 46.90% 0.03%
VARDH TEXT 502986 Vardhman Textiles B1 B 7,478.62 TEXTILES – SPINNING – COTTON BLENDED 7.61 16.62 669.33 29.35% 15.23766 0.28 114.55 284.45 341.1 496.1 758.2 1371.4 1330.8 1061.76% 367.85% 290.15% 168.25% 75.52% -2.96%
ATUL LTD. 500027 Atul Ltd. B1 A 7,341.28 DYES & PIGMENTS 25.19 26.51 429.75 41.89% 624.140785 0.2 71.55 334.05 436.55 1293.9 1400.95 2254.45 2243.9 3036.13% 571.73% 414.01% 73.42% 60.17% -0.47%
PVR LTD 532689 PVR Ltd T A 7,300.33 MEDIA & ENTERTAINMENT 85.31 45.78 186.04 4.37% 144.622375 0.67 273.2 276.6 531.55 694.75 720.7 1269.1 1410.95 416.45% 410.10% 165.44% 103.09% 95.77% 11.18%
FINOLEX IND. 500940 Finolex Industries A A 6,907.15 PETROCHEMICALS 23.01 35.6 80.12 37.60% 38.78805 0.23 74.75 88.05 182.9 278.95 306.85 522.3 543.25 626.76% 516.98% 197.02% 94.75% 77.04% 4.01%
CANFIN HOMES 511196 Can Fin Homes Limited T B 6,776.46 FINANCE – HOUSING 31.99 31.91 329.71 1.79% 269.111439 7.93 75.95 154.65 174.9 619.25 965.95 1989.85 2100.3 2665.37% 1258.10% 1100.86% 239.17% 117.43% 5.55%
AARTI INDUST 524208 Aarti Industries B1 B 6,577.02 CHEMICALS 21.84 39.03 135.63 3.86% 28.263771 0.49 37.15 86.5 90.8 283.15 429 786.95 789.05 2023.96% 812.20% 769.00% 178.67% 83.93% 0.27%
ICRA 532835 ICRA Limited – Credit Ratings B A 4,116.52 MISCELLANEOUS 57.54 56.28 480.03 0.5426135 0 790.5 1268.75 1594.2 3647.75 3704.15 4170.9 4173.95 428.01% 228.98% 161.82% 14.43% 12.68% 0.07%
TVS SRICHAKR 509243 TVS Srichakra S B 2,909.68 TYRES 16.73 13.71 538.25 4.33% 83.895236 0.07 140 222.1 265.75 1670.25 2281.35 3080.7 3323.9 2274.21% 1396.58% 1150.76% 99.01% 45.70% 7.89%
J.B.CHEMICAL 506943 J. B. Chemicals and Pharmaceuticals Ltd A B 2,844.44 PHARMACEUTICALS 17.53 28.1 128.95 0.37% 20.937675 0.15 56.65 82 131.4 191.25 251.05 331.4 338.25 497.09% 312.50% 157.42% 76.86% 34.73% 2.07%
EXCEL CROP. 532511 Excel Crop Care Limited B1 B 1,899.57 PESTICIDES & AGRO CHEMICALS 26.18 43.68 353.78 3.66% 8.219528 0 110.9 179.7 479.95 854 936.25 1740.7 1771.45 1497.34% 885.78% 269.09% 107.43% 89.21% 1.77%
DFM FOODS 519588 DFM Foods T B 1,648.28 MISCELLANEOUS 69.16 52.31 64.83 63.6132825 0.97 19.85 188 313 380 992 1829.15 1734.75 8639.29% 822.74% 454.23% 356.51% 74.87% -5.16%
SUTLEJ TEXT 532782 Sutlej Textiles and Industries B1 B 1,503.95 TEXTILES – GENERAL 8.67 29.19 412.6 17.25% 39.7302165 0.64 106.25 212 213.9 328.4 441.5 846.15 831.35 682.45% 292.15% 288.66% 153.15% 88.30% -1.75%
HONDA SIEL 522064 Honda Siel Power Products B1 B 1,478.86 ELECTRIC EQUIPMENT 24.91 41.05 361.4 2.96% 10.54155 0 228.5 455.6 456.4 1089.5 1145 1389.6 1360.2 495.27% 198.55% 198.03% 24.85% 18.79% -2.12%
TASTY BITE 519091 Tasty Bite T XC 1,308.66 FOOD PROCESSING 63.75 52.31 234.79 0.74% 101.7967885 0.34 54.45 145 265 720.5 1530 4774.8 4794.95 8706.15% 3206.86% 1709.42% 565.50% 213.40% 0.42%
ARCOTECH LTD 532914 Arcotech Ltd Z B 1,013.25 MISCELLANEOUS 28.82 20.95 94.98 65.27478 0.43 6.22 49.65 171.85 344.8 351.6 629.2 542.6 8623.47% 992.85% 215.74% 57.37% 54.32% -13.76%
AMBIKA COTTO 531978 Ambika Cotton Mills B B 775.74 TEXTILES – SPINNING – COTTON BLENDED 14.85 16.62 584.97 3.04% 9.272367 0.01 122.35 204.05 302.35 530 774.25 1205.05 1320.85 979.57% 547.32% 336.86% 149.22% 70.60% 9.61%
LINCOLN PHAR 531633 Lincoln Pharmaceuticals Ltd B B 452.3 PHARMACEUTICALS 15.04 28.1 67.95 0.06% 28.639968 0.07 10.8 35.65 40.2 87.9 162.1 191.75 234.6 2072.22% 558.06% 483.58% 166.89% 44.73% 22.35%
IFB AGRO 507438 IFB Agro Industries Limited B B 423.3 CHEMICALS 12.55 35.11 267.91 0.25% 7.2793035 0.17 74.95 176.4 197.85 280.8 399.9 454.6 451.85 502.87% 156.15% 128.38% 60.92% 12.99% -0.60%
CAMPH.& ALL 500078 Camphor and Allied Products Ltd TS XC 413.26 CHEMICALS 18.27 39.03 303.25 0.24% 6.6967145 1.35 73.25 154.05 165.05 269.9 473.1 687.7 710.15 869.49% 360.99% 330.26% 163.12% 50.11% 3.26%
DAI-ICHI KAR 526821 Dai-Ichi Karkaria S XC 393.72 CHEMICALS 18.21 40.38 164.93 0.23% 6.216 0.01 30.05 39.8 50.2 166.3 329.4 502.5 480 1497.34% 1106.03% 856.18% 188.63% 45.72% -4.48%
TRANSPEK 506687 Transpek Industries Ltd TS XC 340.72 CHEMICALS 15.2 40.38 161.95 0.20% 5.26128 0.29 75 75.65 105 256.5 357.9 534.25 582 676.00% 669.33% 454.29% 126.90% 62.62% 8.94%
PRIMA PLASTI 530589 Prima Plastics T XC 298.61 PLASTICS 27.72 44.52 58.48 0.63% 14.7476 0.01 9.41 13 13.1 50.3 116.5 227.6 230 2344.21% 1669.23% 1655.73% 357.26% 97.42% 1.05%
NGL FINE CHM 524774 NGL Fine-Chem Ltd B XC 242.8 PHARMACEUTICALS 17.01 28.1 71.57 0.03% 10.50284 0.01 13.6 17.71 23.5 75.45 209.2 345.15 377.8 2677.94% 2033.26% 1507.66% 400.73% 80.59% 9.46%
JENBURKT PH. 524731 Jenburkt Pharmaceuticals Ltd B XC 223.17 PHARMACEUTICALS 19.88 28.1 86.44 0.03% 22.548426 0.01 32.8 68.5 90.45 327.9 393.4 461.15 455.8 1289.63% 565.40% 403.92% 39.01% 15.86% -1.16%
COMPETENT AU 531041 Competent Automobiles Co Ltd S XD 143.39 MISCELLANEOUS 10.51 43.19 167.92 2.852379 0.01 42.25 50.5 61.7 107.7 130 175.15 175.1 314.44% 246.73% 183.79% 62.58% 34.69% -0.03%
BAID LEASING 511724 Baid Leasing & Finance Co Z XD 69.99 FINANCE – LEASING & HIRE PURCHASE 15.26 36.4 20.52 0.04% 11.080272 0.58 10.99 13.4 17.5 25.35 36.5 91.95 78.4 613.38% 485.07% 348.00% 209.27% 114.79% -14.74%
JAYSN DYEST 506910 Jaysynth Dyestuff B B 69.52 DYES & PIGMENTS 10.98 26.51 78.97 0.40% 1.450008 0 10.84 23.85 26.9 41.05 46.6 82 82.2 658.30% 244.65% 205.58% 100.24% 76.39% 0.24%
VIRAT INDUS. 530521 Virat Industries B XD 67.65 TEXTILES – HOSIERY & KNITWEAR 22.16 23.34 30.08 1.30% 1.2947 0.03 10.15 19 30 58 83.9 95.1 107 954.19% 463.16% 256.67% 84.48% 27.53% 12.51%

Well, the table above looks unpalatable; for a better view of the same, please refer to the link below.

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