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GICS Industry: Food Products l Sub Industry: Packaged Foods & Meats l Website: www.ruchisoya.com

Ruchi Soya Industries Ltd

Key Stock Indicators

NSE Ticker: Bloomberg Ticker: Face value / Share: Div. Yield (%): RUCHISOYA RSI:IN 2.0 0.5 CMP (as on 21 Jan 2011—Rs/share): 52-week range up to 21 Jan 2011 (Rs) (H/L): Market Cap as on 21 Jan 2011 (Rs mn): Enterprise Value as on 21 Jan 2011 (Rs mn): Div. Yield (%): 0.0 109.8 141.05/83.00 34,147 42,701 Shares outstanding (mn): Free Float (%): Average daily volumes (12 months): Beta (2 year): 311 51.5 1,387,272 1.4

Ruchi Soya Industries Limited (RSIL) is the flagship company of the Ruchi group. It was incorporated in 1986. RSIL is the largest manufacturer and supplier of edible oil and soya foods in India. The company has over 2.2 million tonnes per annum (mtpa) of refining and over 4.1 mtpa of crushing capacities, spread across India.

Key Financial Indicators Revenue (Rs mn) EBITDA ma rgi ns (%) PAT (Rs mn) PAT ma rgi ns (%) Gea ri ng (x) EPS (Rs /s ha re) PE (x) P/BV (x) RoCE (%) RoE (%) EV/EBITDA (x)

n.m. : Not meaningful

KEY HIGHLIGHTS

Established player in soya industry with strong distribution network RSIL has a strong position in the edible oils segment, with a market share of ~15%. This segment accounted for ~73% of total sales in FY10. RSIL derives ~27% of its revenue from other segments. They are: extraction (14%), vanaspati (6%), food products (2%) and others (7%). It has manufacturing facilities across 21 locations in India. The company has 86 company depots (with storage and other logistical facilities) which serve 4,230 distributors across the country, reaching 510,000 retail outlets. RSIL has a strong customer base, with companies such as Parle, Britannia Industries, Cadbury India, Nestle India, Lotte India, Bunge India etc as clients. Its branded oil segment consists of strong brands such as Nutrela, Ruchi Gold, Mahakosh, Ruchi Star, Sunrich, etc. Strong existence in niche market of soyabean...