Tuesday, October 13, 2009

[Investors Please Listen] Result Estimates: We expect Concor’s revenue to increase by 5% to Rs.9.4bn. We expect EBITDA to increase by 1.9% YoY to Rs.2.7 bn and EBITDA margins to decline by 86bps to 28.9%. We expect PAT for Q2FY10 to be Rs. 2.2 bn, flat on a YOY basis. Key thi

Container Corporation Q2FY10E Result Estimates

We expect Concor's revenue to increase by 5% to Rs.9.4bn. We expect EBITDA to increase by 1.9% YoY to Rs.2.7 bn and EBITDA margins to decline by 86bps to 28.9%. We expect PAT for Q2FY10 to be  Rs. 2.2 bn, flat on a YOY basis. Key things to watch out - (1) volume in the exim and domestic business, (2) improvement in the margins of the domestic business.        

Industrial production jumps 10.4% in August 2009

The index of industrial production (IIP) jumped by a sharp 10.4% in August 09, as the base effect played out with just 1.7% in the corresponding month last year. The growth was primarily driven by manufacturing sector which grew at an accelerated pace (10.2%yoy) for the third month in a row. Mining and electricity also supported the growth with 12.9% and 10.2%yoy growth in the month as compare to 1.7% and 0.8%yoy growth in the corresponding month last year.

We find two points worth highlighting in the IIP numbers for the month – (1) the growth was largely driven by low base effect and (2) the private capital spends have again failed to pick up as the same grew by just 8.3% yoy despite a very low base of last year.

The growth in the manufacturing was led by wool, silk and man-made fibre textiles (15.7%), textiles (16.4%) basic chemicals (14.7%) petroleum products (21.5%). The consumer durables segment again witnessed sharp growth as it grew by 22.3% yoy albeit due to base effect.

HDFC Bank Q2FY10 result estimates

We are expecting HDFC Bank to report a net profit of Rs6.8bn for Q2FY10. The NII is expected to grow by 12.3% to Rs21.0bn and total net income to grow by 19.7% at Rs30.0bn. The operating profit is likely to grow by 36.6% yoy to Rs15.3bn. Key things to watch out growth in fee income, cost ratios and growth in balance sheet.

Rallis India - Q2FY10 Results expectations

We expect company's revenue growth is likely to be affected on account of late arrival and subsequent weak monsoon. We expect net sales to decline by 8% due to fall in agrochemical prices while EBITDA margins is expected to decline by 180 bps YoY to 23% which is 1020bps higher on QoQ. We expect APAT to decline by 10.1% to Rs 400 mn resulting in an EPS of Rs 31.8 (adjusted for pref share dividend) for the quarter. 


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The information contained and provided on this Website provides Investment advice for the education of investors. The posts are an information service only. Recommendations, opinions or suggestions are given with the understanding that readers acting on this information assume all risks involved. We do not assume any responsibility or liability resulting from the use of such information, judgment and opinions for Trading or Investment purposes.
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