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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