Engineering and Capital goods

Source: religare report, please click to maximize the below picture

Cummins, Siemens, Suzlon, Techno Electric (not sure 

• BTG (Boiler, Turbine, Generator)
• Thermax, BHEL, BGR Energy
• T&D equipment
• Siemens, ABB, Crompton
• T&D EPC
• KEC, JSL (Jyothi Structures), KPTL (Kalpataru Power Transmission)
• Diversified Infra
• L&T, Punj Llyod, Voltas
• Consumer durable
• Bajaj Electricals, Havells, Crompton, Voltas

Unjha Formulations - 531762

Name of Company	Unjha Formulations Ltd.
BSE Code	531762
NSE Code	UNJHAFOR
ICICI Code
Established
My Take	Dislike
Headquarters	Sidhpur, Gujarat
Promoters
Story
Sector	Pharmaceuticals
Sub-sector	Contract manufacturing, Ayurvedic products
Website	http://www.unjhaformulations.com/index.php
Positives
Negatives	Losses are common with this company.  Negative reserves, Debt bigger than market cap.
Peers
News
Price @ blogged	3.51 (05-Aug-11)
Cost of company	1.58 Cr market cap for a 0.12 Cr NP in FY ending Mar ' 11 makes it 13.17 times. This is for a company with 2.65 Cr debt and -4.6 Cr reserves
Group
Growth	This has shown nil growth

BHEL - 500103

Name of Company	Bharat Heavy Electricals Ltd.
BSE Code	500103
NSE Code	BHEL
ICICI Code
Established
My Take	Like
Headquarters	New Delhi
Promoters	Government of India
Story
Sector	Engineering heavy
Sub-sector
Website	http://www.bhel.com/
Positives	Regular dividend paying company – pays 2 dividends which would amount to around 1.5% yield at current prices. 67.7 % stake held by GoI (unpledged).  MCap to FY11 sales is at 2.1. low debt company – interest paid is meager compared to sales and net profit.
Negatives	Competition from Chinese players is increasing.
Peers
News
Price @ blogged	1716 (05-Aug-11)
Cost of company	84002 Cr market cap for a 6011.2 Cr NP in FY ending Mar ' 11 makes it approximately 14 times. This is for a company with 127.75 Cr debt and 15427.84 Cr reserves
Group
Growth	In the last 5 years, the company has more than doubled its revenues from  17K Cr to 42K Cr (in Fy11).

Tata Steel - LIC hikes stake

LIC acquires some additional shares to increase its holding from 13.97% to 14.06%.

Shipping companies in India

Companies that are linked with ships and sea are

• Ports (most are govt owned)
• Companies which own/operate ships
• Companies that build/repair ships
• Logistic companies that handle/transport shipments
• Offshore drilling
• Dredging and port building

According to Wikipedia and analyzing bse website, these are shipping companies in India:

• GE Shipping
• Varun Shipping
• Mercator Lines
• Shreyas Shipping
• Shipping Corporation of India
• Chowgule steam ships
• BVM Shipping
• New Patiala Transport Co.
• Anchor Marine Services from Navi Mumbai
• Ankit Maheshwari & Co., Pune
• Interocean Group
• Pratibha Shipping Co. Ltd.
• Perfect Xpress Logistics. Cochin.

Offshore companies

• Seamec
• Great Offshore

Shipyard comapnies

• ABG shipyard
• Bharti shipyard
• Pipavav shipyard

Ports

• Mundra ports
• Essar ports
• Ports authority of India

The above is not a consolidated list. In case I missed something, please comment.

Also these companies are not subject to great competition. Anyone cannot start a port. Most of these companies are heavily debted as capital required is high. Risks are also huge ranging from pirates to natural disasters. Environmental problems could also cost the companies money (example oil spills). 

Promoters holding more than 90%

Companies that are listed, but have less than 10% public shareholding are listed here. Some of these companies (esp the ones with foriegn promoters) are delisting candidates. Some are just companies which promoters want to keep a lot of control over the board.

Company	Promoter Holding	Public Holding
Bhilai Engineer	99.83	0.17
Nidhi Hld Pb	99.75	0.25
Ircon Internati	99.73	0.27
Hind Copper	99.59	0.41
MMTC Ltd	99.33	0.67
Haryana Financi	99.3	0.7
Maharashtra Ele	99.12	0.88
Fert and Chem	98.96	1.04
Gandhidham Spg.	98.82	1.18
REIL Electrical	98.19	1.81
Bentley Commerc	97.75	2.25
Kanumanek Tradi	97.71	2.29
Kovalam Investm	97.7	2.3
Nat Fert	97.64	2.36
Speedage Commer	97.23	2.77
Titan Trading a	96.89	3.11
Sheraton Pro	96.87	3.13
IO System	96.45	3.55
Kampani Consult	95.73	4.27
Hira Auto	95.72	4.28
Vippy Industrie	95.7	4.3
Fomento Resorts	95.43	4.57
Scooters India	95.38	4.62
UMS Radio	94.91	5.09
Vishnu Sugar	94.38	5.62
Swastik Surfact	94.35	5.65
Classic Elec	94.3	5.7
Exedy India	93.94	6.06
Pranavadity Spg	93.81	6.19
Neyveli Lignite	93.56	6.44
Siel Finan	93.56	6.44
Andrew Yule	93.14	6.86
Shantivij Jewel	93.1	6.9
ITI	92.98	7.02
Rashtriya Chem	92.5	7.5
Bakelite Hylam	92.32	7.68
India Tourism D	92.11	7.89
Southern Fuels	91.02	8.98
STC India	91.02	8.98
Nirma	90.82	9.18
Shikhar Leasing	90.67	9.33
Orient Press	90.08	9.92
AstraZeneca	90	10
Coal India	90	10
Fresenius Kabi	90	10
NMDC	90	10