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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
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commnman
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Quote commnman Replybullet Posted: 26/Apr/2011 at 11:34am
Itna sannata kyun hai bhai?

Q4 and FY-2011 numbers out...

Q4 Income up 67%, EBIDTA up 74% and Net up 112%.

But lets check FY-2011 V/s FY-2010 Numbers:

Total Income up 24% to 13197.29 Cr from 10649.09 Cr.

EBIDTA up 43.7% to 1216.27 Cr from 846.45 Cr.

Net Profit up 53.2% to 619.62 Cr from 404.5 Cr.

Full Year EBIDTA margin is 9.22% V/s 7.95%
Full Year NET Pr margin is 4.7% V/s 3.8%

Raw material costs as a %ge to Income is 89.42% V/s 90.76%
Tax Rate is 31.64% v/s 32.53%

Reported full year EPS is 8.26 V/s 5.39

Does this stock deserve re-rating
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main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon
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Kabootar
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Quote Kabootar Replybullet Posted: 27/Apr/2011 at 12:57pm
It is definitely an outperformance... fy11 EPS was not expected to be much more than Rs 6. Its never made a loss for my portfolio so I'm happy
Verbal diarrhoea! A most deadly disease.
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vinvestor2010
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Quote vinvestor2010 Replybullet Posted: 30/May/2011 at 4:58pm
Hi does anyone have an idea about this? Apparently because of KG basin gas shortfall, a lot of gas is being imported. All the gas is imported from RAS GAS etc in Qatar , Oman etc. via Petronet LNG.
However there is some competition in the gas demand from Japan due to shut down of nuclear plant after tsunami.
As a result Petronet LNG is showing extremely high volume growth and MODERATE to Good Profit Growth.
Net net is it likely that it will appreciate even further??? I hope so
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vinvestor2010
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Quote vinvestor2010 Replybullet Posted: 30/May/2011 at 10:52am

RIL itself is buying gas from Petronet LNG

Disclosure: I have June expiry call options on Petronet. Please consider this while reading my posts. However, IMHO the trend is a genuine and strong one irrespective of my views on the matter.
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commnman
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Quote commnman Replybullet Posted: 20/Jul/2011 at 3:55pm
Another set of super numbers!
Q1 results out...

Total Income up 83% to 4623.31 Cr from 2525.96 Cr.
EBIDTA up 77% to 438.13 Cr from 247.72 Cr.
Net Profit up 130.5% to 256.71 Cr from 111.37 Cr.

EBIDTA margin is 9.5% V/s 9.8% (JQ-10) and 8.8% (MQ-11)
NET Pr margin is 5.6% V/s 4.4% (JQ-10) and 5.2% (MQ-11)

Raw material cost as a %ge to Income is 89.4% V/s 88.4% (JQ-10) and 89.7% (MQ-11)
Tax Rate 31% v/s 32.2%.

Reported EPS is 3.42 v/s 1.48
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main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon
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shashikapoorin
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Quote shashikapoorin Replybullet Posted: 20/Jul/2011 at 12:21pm
Company is posting good results Clap
We dont hv 2 be smarter then others v need 2 be more disciplined then others
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shashikapoorin
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Quote shashikapoorin Replybullet Posted: 22/Jul/2011 at 9:24pm
Stock is posting new highs
We dont hv 2 be smarter then others v need 2 be more disciplined then others
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tigershark
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Quote tigershark Replybullet Posted: 22/Jul/2011 at 10:15pm
businesses that benefit from high crude prices are now making their presence felt
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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