Friday, January 23, 2009

Q3 Results Update: Reliance, Ranbaxy & Cipla

Q3 Results Update:

Reliance Q3: -Net profit down 9.8% at Rs 3,501 cr vs Rs 3,882 cr, -Other income at Rs 663 cr vs Rs 241 cr
-Jump in other income due to int earned in conversion of warrants -Net sales down 8.8% at Rs 31,563 cr vs Rs 34,590 cr -GRM at $10/bbl; Petchem Ebit margin at 13.1% vs 14%; Refining ebit margin at 8.7% vs 10%

Ranbaxy Q4: ((Below estimates even if we keep aside exceptional forex loss of Rs 784.3 Cr due to AS 30))
-Net sales up 6% at Rs 1909.6 Cr vs. Rs 1784.5 Cr ((Estimate Rs 1893.56 Cr)) -Operating Loss at Rs (108) Cr vs profit of Rs 297.7 Cr -Net Loss at Rs 680 cr vs Net Profit of Rs 87.80 Cr ((Estimate loss of Rs (89) cr))
-Loss of Rs. 784.3 Cr due to change in accounting standard to AS 30 ((complete surprise))

Cipla Q3 ((Good results, Net profit way above estimates)) : -Net sales up 14% at Rs 1264 Cr vs Rs 1104 Cr ((Estimate Rs 1283 Cr -OPM at 18% vs 16 % (adjusted for forex ) -OPM At 24.9% Vs 23.2% -Net Profit up 6% at Rs 223.4 Cr vs Rs 210.65 Cr ((Estimate Rs 175 Cr)) -Forex loss of Rs 42.63 Cr due to forward cover contracts of $ 440m))

Idea Q3: -Net Profit Up 52.7% from Rs 144.07 cr to Rs 220 cr ((Estimates: Rs 186.9 cr)) -Revenue Up 18.52% from Rs 2303 cr to Rs 2730.5 cr ((Estimates: Rs 2605.07 cr)) -EBIDTA at 25.16% vs 33.29% YoY & 26.3% QoQ
Reliance Infra ((topline boosted by Higher power purchases/E&C business)) -Revenues up 2647.25 cr vs Rs 1541.73 cr ( Poll: Rs 2174 cr) -Net profit at Rs 251.19 cr vs Rs 301.60 ( Rs 222.1 cr) -Adjusting for tax refund in previous quarter Profit before tax adjustment at Rs 254 cr vs 212 cr -Margins stable at 11.5% vs 11.8%

TVS Motors Q3 : -Net Sales: Rs 868.7 cr vs Rs 875 cr -Operating Profit: Rs 44.5 cr vs Rs 15 cr -Raw Material cost down from Rs 682 cr to Rs 657 cr -Other Income down from Rs 148.8 cr to Rs 127.3 cr
-Net Loss of Rs 96 lakh vs Rs 5.83 cr -Interest Costs at Rs 19.4 cr vs Rs 4.91 cr

J Kumar Infra (QoQ) : -Net Sales: Rs 85.7 cr vs Rs 71.7 cr -Net Profit: Rs 7.12 cr vs Rs 6.2 cr

Navneet Publications Q3: -Net Sales: Rs 68.2 cr vs Rs 59 cr -Net Profit: Rs 3.19 cr vs Rs 3.64 cr

JB Chem & Pharma Q3 : -Net Sales: Rs 223 cr vs Rs 139 cr -Net Profit: Rs 14.2 cr vs Rs 10.7 cr

3i Infotech Q3 (QoQ): -Net Sales: Rs 109.1 cr vs Rs 158.3 cr -Operating Profit: Rs 53 cr vs Rs 79.6 cr
-Net Profit: Rs 27 cr vs Rs 55.7 cr 3i Infotech Consolidated (QoQ) -Net Sales: Rs 608.8 cr vs Rs 601.6 cr
-Other Income: Rs 6.8 cr vs Rs 5.3 cr -Operating Profit: Rs 110 cr vs Rs 114.2 cr -Net Profit: Rs 64.5 cr vs Rs 68.35 cr

Tata Sponge Q3 : -Net Sales: Rs 133.6 cr vs Rs 106.4 cr -Other Income: Rs 3.27 cr vs Rs 11.75 cr
-Operating Profit: Rs 14.5 cr vs Rs 28.7 cr -Net Profit: Rs 6.99 cr vs Rs 27.7 cr

Tamil Nadu Newsprint and Papers Q3 : -Net Sales: Rs 247.9 cr vs Rs 235.1 cr -Other Income: Rs 1.14 cr vs Rs 3.72 cr -Operating Profit: Rs 74.7 cr vs Rs 59.5 cr -Net Profit: Rs 21.2 cr vs Rs 28.48 cr -Interest costs at Rs 18.5 cr vs Rs 7.49 cr

Royal Orchid Consolidated Q3 : -Net Sales: Rs 35.7 cr vs Rs 33.7 cr -Net Profit: Rs 5.2 cr vs Rs 9.46 cr

Nelco Q3: -Net Sales: Rs 31.9 cr vs Rs 44.7 cr -Net Loss of Rs 8.33 cr vs Net Loss Rs 2 cr

Dish TV Q3 : -Net Sales: Rs 192.7 cr vs Rs 112 cr -Operating Loss: Rs 38.9 cr vs Operating Loss of Rs 64.16 cr -Net Loss of Rs 118 cr vs Net Loss of Rs 116.4 cr -Interest Costs of Rs 22.12 cr vs Rs 13.53 cr

Rel Power Q3: -Net Profit At Rs 106 Cr -Total Income At Rs 131 Cr -Cash & Liquid Balance At Rs 10,510 Cr

JK Tyre & Ind: -Net Sales: Rs 782.2 cr vs Rs 722.88 cr -Operating Profit: Rs 9.7 cr vs Rs 74.4 cr
-Net Loss of Rs 27.4 cr vs Net Profit: Rs 21.7 cr -Raw Material Costs up from 483.6 cr vs Rs 622.3 cr
-Purchase of traded goods at 17.2 cr vs Rs 8.9 cr

Vardhaman Acrylics Q3 : -Net Sales: Rs 51 cr vs Rs 52.3 cr -Net Loss of Rs 6.72 cr vs Net Profit of Rs 2.16 cr

Zandu Pharma Q3 : -Net Sales: Rs 58.35 cr vs Rs 56.1 cr -Net Profit: Rs 7.2 cr vs Rs 5.5 cr

Inox Leisure Q3 : -Net Sales: Rs 65.5 cr vs Rs 59.8 cr -Net Profit: Rs 3.99 cr vs Rs 6.29 cr

TCI Q3 : -Net Sales: Rs 322 cr vs Rs 309.5 cr -Operating Profit: Rs 22.55 cr vs Rs 15.8 cr
-Net Profit: Rs 5.7 cr vs Rs 2.28 cr

Allsec Tech Consolidated: -Net Sales: Rs 28.5 cr vs Rs 24.9 cr -Net Loss : Rs 2.3 cr vs Net Loss of Rs 80 lakh

BPL Q3 : -Net Sales: Rs 17 cr vs Rs 21 cr -Net Loss : Rs 6.8 cr vs Net Loss of Rs 29.4 cr

allvoices

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