Joined: 13/Oct/2006
Location: India
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Posts: 3542
Posted: 23/Jul/2011 at 11:08am
has this co the ability to raise prices to maintain its margins as and when its raw material prices go up?or do they have to ask the govt?does it like gail also share the subsudy burden?
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
Joined: 28/Jul/2010
Location: India
Online Status: Offline
Posts: 426
Posted: 18/Oct/2011 at 4:19pm
Q2/Fy-12 Results out...
Total Income up 75.5% to 5366.87 Cr from 3057.72 Cr.
EBIDTA up 65% to 448.35 Cr from 271.63 Cr.
Net Profit up 98.5% to 260.33 Cr from 131.12 Cr.
EBIDTA margin is 8.4% V/s 9.5% (JQ-11) and 8.9% (SQ-10)
NET Pr margin is 4.9% V/s 5.6% (JQ-11) and 4.3% (SQ-10)
Raw material costs as a %ge to Income is 89.7% V/s 89.4% (JQ-11) and 90% (SQ-10)
Interest expense to EBIT is 11.4% V/s 11.8% (JQ-11) and 22% (SQ-10)
Tax Rate is 30.8% V/s 31% (JQ-11) and 32.5% (SQ-10)
Hy-Sep-11 v/s Hy-Sep-10:
Total Income up 78.9% to 9990.18 Cr from 5583.68 Cr.
EBIDTA up 70.7% to 886.48 Cr from 519.35 Cr.
Net profit more than doubled to 517.04 Cr from 242.5 Cr.
Reported Half Year EPS is 6.89 V/s 3.23
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main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon
Joined: 04/Aug/2011
Location: India
Online Status: Offline
Posts: 865
Posted: 18/Oct/2011 at 9:49pm
Conference Call
Petronet LNG
Expects total LNG terminal capacity of 25 MTPA by 2015-16
Petronet LNG (PLL) held a conference call to discuss the results for the quarter ended September 2011 and way forward. Mr R K Garg (Director Finance) of the company addressed the call
Highlights of the Concall
Topline of the company rose 16% on a sequential basis to Rs 5366.87 crore in Q2FY'12 inspite of just 1% increase in sales volume (q-o-q) because of rise in LNG prices.
Other expenditure of the company rose to Rs 98.57 crore in Q2FY'12 from Rs 26.07 crore in Q2FY'11 mainly due to foreign exchange loss of Rs 53 crore related to material cost.
Total re-gasification volume increased 35% on a y-o-y basis and 1% on a sequential basis to 135.08 TBTUs implying a capacity utilization of 106%.
In addition to 28 long-term LNG cargoes, PLNG imported 9 cargoes of short-term or spot while 5 cargoes were brought for re-gasification by third parties (GAIL and GSPC)
The company has approved the expansion plan of Dahej to 15 MTPA from 10 MTPA with a capex of USD 500-550 million.
Kochi terminal with a capacity of 5 MTPA is on time with expected completion date of 3rd quarter of 2012
Kochi terminal has a total capex plan of Rs 4200 crore out of which Rs 2600 crore has already been spent and balance Rs 1600 crore is still to be spent.
Construction of second jetty at Dahej is expected to be complete by September 2013 post which capacity of Dahej would rise to 12-13 MTPA.
Dahej jetty capex is around Rs 900 crore out of which Rs 100 crore has been incurred.
The company has proposed green field expansion with LNG terminal capacity of 5 MTPA with possible locations around Andhra Pradesh and Orissa Coast
Current LNG prices is around $14-16 per mmbtu compared to naphtha prices hovering around $24-26 per mmbtu and fuel oil around $20-22 per mmbtu
The company has approved plan for introduction of Employee Stock Options Scheme through Trust Route by purchase of shares from market. The company may require around Rs 100 crore for next 5 years to purchase shares from the market.
The company expects to sustain the current quarter performance in next few quarters as well.
The company expects total LNG terminal capacity of 25 MTPA by 2015-16
Every day, self-proclaimed stock market "experts" tell us why the market just went up or down, as if they really knew. So where were they yesterday?
Joined: 28/Jul/2010
Location: India
Online Status: Offline
Posts: 426
Posted: 26/Jan/2012 at 11:48am
Q3/Fy-12 Results out...
Total Income up 75% to 6330.26 Cr from 3627.64 Cr.
EBIDTA up 45.6% to 503.25 Cr from 345.61 Cr.
Net Profit up 73% to 295.38 Cr from 170.84 Cr.
EBIDTA margin is 8% V/s 8.4% (SQ-11) and 9.5% (DQ-10)
NET Pr margin is 4.7% V/s 4.9% (SQ-11) and 4.7% (DQ-10)
Total Raw material costs as a %ge to Income is 90.1% V/s 89.7% (SQ-11) and 89.3% (DQ-10)
Employee & Other expenses to Income is 2% V/s 1.95% (SQ-11) and 1.2% (DQ-10)
Interest expense to EBIT is 7.5% V/s 11.4% (SQ-11) and 17% (DQ-10)
9M/Fy-12 v/s 9M/Fy-11:
Total Income up 77.2% to 16320.43 Cr from 9211.32 Cr (Fy/10-11: 13197.29 Cr)
EBIDTA up 60.7% to 1389.72 Cr from 864.96 Cr (Fy/10-11: 1216.27 Cr)
Net Pr up 96.6% to 812.42 Cr from 413.34 Cr (Fy/10-11: 919.62 Cr)
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