Monday, May 4, 2009

BOR: Stocks in Action for the day: DLF, Tata Motors, Siemens, Bharti, Ranbaxy

DLF: -Net Debt At Rs 13,958 Cr As On March 31; To Reduce By Half This Fiscal-To Repay Rs 3,591 Cr Of Debt In FY10; Repaid Rs 723 Cr In April -New Long-term Loan Of Rs 2,500 Cr Sanctioned/Under Disbursement -Receivables From DAL Down To Rs 4,903 Cr From Rs 5,760 Cr -Expect Inflow Of Rs 2,000 Cr From DAL In FY10; Balance Will Be Paid To DLF -To Transfer Wind Power Business To Wholly Owned Subsidiary Rajiv Singh Says DLF Will Raise Rs 5,500 Cr By Unlocking/Disposing Non-core Assets DLF to close buy back from May 6; bought back 76.4 lakh shares for Rs 141 cr till May 1 DLF Q4 -Net Profit Down 92.69% from Rs 2176.82 cr to Rs 159.05 cr ((Estimates: Rs 370.63 cr)) -Revenues Down 73.94% from Rs 4306.54 cr to Rs 1122.33 cr ((Estimates: Rs 1029.45 cr)) DLF FY09 Cons -Revenues Down 28% At Rs 10541 Cr Vs Rs 14684 Cr -PAT Down 41% At Rs 4629 Cr Vs Rs 7812 Cr

Tata Motors April (YoY) -Domestic sales up 1% at 36,257 units vs 35,844 units
-Total sales ((including exports)) down 2% at 37,518 units vs 38,149 units -CV sales up 9% at 22,847 units vs 21,001 units ((First month of YoY increase since Sept 2008))
-LCV sales up 52% at 14,794 units; M&HCV sales down 28% at 8,053 units -Passenger vehicles sales down 4% at 14,615 units vs 15,243 units -Exports down 45% at 1,261 units vs 2,305 units JLR to launch both Jaguar & Land Rover brands in India; Tata Motors will be the exclusive importer

Maruti Suzuki April (YoY) -Total Sales At 71,748 Units Vs 62,336 Units -Passenger Car Sales At 63,952 Units Vs 59,471 Units -Exports At 6,891 Units Vs 2,797 Units

Bajaj Auto April (YoY) -Total Sales Down 25% To 1.7 Lakh Units -Exports Down 30% To 51,887 Units -Motorcycle Sales Down 26% To 1.5 Lakh Units

Other auto numbers M&M April total sales up 16.6% at 22,617 units (YoY)
Hero Honda April sales up 29.5% at 3.7 lakh units YoY TVS Motor April Total 2-wheeler Sales At 1.13 Lk Units Vs 1.22 Lk Units (MoM)

Bharti Airtel Says -Alcatel-Lucent to hold 74% stake in services JV -No transfer of network assets to Bharti-Alcatel JV

SBI -Cuts Deposit Rates By 25 bps On All Tenures Effective Today -Interest Rate On 1-2 Year Deposits At 7.5%, 1000 days Deposit At 8%

Jet Airways -Terminates contracts of 50 employees who have reached superannuation
-Terminates contracts of 35 cabin crew members currently undergoing probation -Termination in accordance with terms of contracts & compliance with law Jet-Sahara Case Update: Next Date Of Hearing On May 6

ATF Price Update -OMCs Decrease ATF Prices By 1% For Domestic Airlines: Sources
-OMCs Increase ATF For International Airlines By 10%: Sources

Puravankara Q4 Consolidated -Net Sales At Rs 67.92 Cr Vs Rs 153.88 Cr -Net Profit At Rs 14.58 Cr Vs Rs 72.71 Cr

Rel Comm Q4 (QoQ) -Net Profit Up 3.1% to Rs 1454 cr from Rs 1410 cr ((Estimates: Rs 1277.47 cr)) -Revenues Up 4.68% to Rs 6124 cr from Rs 5850 cr ((Estimates: Rs 6049.8 cr)) -Other Income at Rs 325.9 cr vs Rs 178.42 cr -Reversed Rs 156.96 cr charge on account of amortised ESOPs

Rel Comm FY09 -Revenues Up 20.3% to Rs 22941 cr -EBIDTA: 40.5% vs 42.99%
-Net Profit: Up 9.38% to Rs 5908 cr -FY10 Capex Guidance At Rs 10,000 Cr

Reliance Cap Q4: -Standalone Net Sales At Rs 847.23 Cr Vs Rs 797.07 Cr -Standalone Net Profit At Rs 331.44 Cr Vs Rs 386.49 Cr -Cons Net Sales At Rs 1,537.4 Cr Vs Rs 1,634.6 Cr -Cons Net Profit At Rs 311.6 Cr Vs Rs 365.5 Cr

Reliance Cap FY09 Cons -Net Sales At Rs 5,948.6 Cr Vs Rs 4,792.6 Cr -Net Profit At Rs 1,015.6 Cr Vs Rs 1,009 Cr

Siemens India Q2 Standalone -Net Sales At Rs 2,308.17 Cr Vs Rs 2,142.42 Cr -Net Profit At Rs 225.52 Cr Vs Rs 1.66 Cr

ABB Q1 Standalone -Net Sales At Rs 1,393.14 Cr Vs Rs 1,535.29 Cr -Net Profit At Rs 78.36 Cr Vs Rs 117.69 Cr

MTNL Q4 QoQ -Net loss of Rs 83.82 cr vs Profit of Rs 58.27 cr ((Expectations of profit of Rs 67.7 cr)) -Revenues Down 6.71% from Rs 1132.26 cr to Rs 1056.19 cr ((Estimates: Rs 1148.61 cr))

PTC Q4 Standalone (QoQ) -Net Sales At Rs 1,177.68 Cr Vs Rs 2,116.84 Cr -Net Profit At Rs 15.52 Cr Vs Rs 23.70 Cr

Godrej Consumer Q4 Consolidated -Net Sales At Rs 342.71 Cr Vs Rs 271.81 Cr -Net Profit At Rs 59.36 Cr Vs Rs 40.82 Cr

Great Offshore Q4 Standalone -Net Sales At Rs 257.31 Cr; Net Profit At Rs 71.35 Cr

Nagarjuna Fert Q4 Standalone -Net Sales At Rs 541.14 Cr Vs Rs 589.03 Cr -Net Profit At Rs 12.62 Cr Vs Rs 1.25 Cr

Nagarjuna Fert FY09 Standalone -Net Sales At Rs 2,371.91 Cr Vs Rs 2,193.59 Cr -Net Profit At Rs 32.41 Cr Vs Rs 22.49 Cr

Aurobindo Q4 -Standalone Net Sales At Rs 769.98 Cr Vs Rs 632.40 Cr -Standalone Net Profit At Rs 90.38 Cr Vs Rs 76.08 Cr -Consolidated Net Sales At Rs 850.05 Cr; Net Profit At Rs 80.04 Cr

Bhushan Steel Q4 Standalone -Net Profit At Rs 116.40 Cr Vs Rs 135.00 Cr -Net Sales At Rs 1,119.95 Cr Vs Rs 1,215.07 Cr

Alok Ind Q4 Standalone -Net Sales At Rs 908.39 Cr Vs Rs 724.79 Cr -Net Profit At Rs 70.10 Cr Vs Rs 53.74 Cr

Core Projects Q4 (QoQ) -Consolidated Net Sales At Rs 182.59 Cr Vs Rs 172.96 Cr
-Consolidated Net Profit At Rs 41.55 Cr Vs Rs 34.73 Cr -Standalone Net Sales At Rs 101.84 Cr Vs Rs 89.96 Cr -Standalone Net Profit At Rs 24.37 Cr Vs Rs 16.51 Cr

Info Edge FY09 Standalone -Net Sales At Rs 245.17 Cr Vs Rs 218.94 Cr -Net Profit At Rs 59.69 Cr Vs Rs 55.49 Cr -No Guidance As Visibility Is Dull; Sees Recovery In H2FY10

Educomp Soln Q4 Standalone -Net Sales At Rs 183.90 Cr Vs Rs 118.13 Cr -Net Profit At Rs 54.52 Cr Vs Rs 31.47 Cr

Amtek Auto Q3 Standalone: -Net Sales At Rs 243.17 Cr Vs Rs 332.56 Cr -Net Profit At Rs 22.53 Cr Vs Rs 59.65 Cr

Apollo Tyre Q4 Standalone -Net Sales At Rs 1,110.56 Cr Vs Rs 1,001.34 Cr -Net Profit At Rs 46.19 Cr Vs Rs 59.27 Cr

Gateway Distripark Q4 Standalone -Net Sales At Rs 41.57 Cr Vs Rs 45.41 Cr -Net Profit At Rs 18.33 Cr Vs Rs 20.17 Cr

Ingersoll Rand Q4 Standalone -Net Sales At Rs 99.52 Cr Vs Rs 110.32 Cr -Net Profit At Rs 13.25 Cr Vs Rs 22.88 Cr

NDTV Q4 Consolidated -Net Sales At Rs 123.30 Cr; Net Loss At Rs 143.47 Cr Kansai Nerolac Q4 Standalone -Net Sales At Rs 313.5 Cr Vs Rs 308.4 Cr -Net Profit At Rs 20.08 Cr Vs Rs 23.96 Cr


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