will government's massive surge in investment ... - Myiris.com
will government's massive surge in investment ... - Myiris.com
will government's massive surge in investment ... - Myiris.com
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Apr-Jun 2013 Earn<strong>in</strong>gs Preview<br />
Summary F<strong>in</strong>ancials ‐ Quarterly (Rs m)<br />
Chambal Fertilizers<br />
& Chemi ca ls<br />
Coromandel<br />
International<br />
Deepak Fertili s ers<br />
& Petrochemica ls<br />
Corpora ti on<br />
Dhanuka Agritech<br />
Q1FY14E Q1FY13 YoY gr. (%) Q4FY13 QoQ gr. (%) 12MFY14E 12MFY13 YoY gr. (%)<br />
Sales 14,528 13,644 6.5 15,442 (5.9) 75,020 82,020 (8.5)<br />
EBITDA 1,687 1,916 (12.0) 1,257 34.2 8,009 6,842 17.1<br />
Marg<strong>in</strong>s (%) 11.6 14.0 (243)bps 8.1 347 bps 10.7 8.3 233 bps<br />
PAT 698 812 (14.0) 229 204.3 3,114 2,266 37.5<br />
Sales 11,541 18,545 (37.8) 20,781 (44.5) 100,462 89,249 12.6<br />
EBITDA 1,158 2,108 (45.1) 826 40.3 9,247 6,591 40.3<br />
Marg<strong>in</strong>s (%) 10.0 11.4 (134)bps 4.0 606 bps 9.2 7.4 182 bps<br />
PAT 371 1,151 (67.8) 102 263.3 5,105 3,469 47.2<br />
Sales 6,415 6,341 1.2 6,593 (2.7) 28,063 26,101 7.5<br />
EBITDA 856 1,022 (16.2) 700 22.3 3,876 3,221 20.4<br />
Marg<strong>in</strong>s (%) 13.3 16.1 (277)bps 10.6 273 bps 13.8 12.3 147 bps<br />
PAT 416 505 (17.6) 291 42.9 1,921 1,519 26.5<br />
Sales 1,292 1,081 19.5 1,328 (2.8) 6,979 5,869 18.9<br />
EBITDA 196 158 24.6 243 (19.3) 1,054 865 21.8<br />
Marg<strong>in</strong>s (%) 15.2 14.6 62 bps 18.3 (311)bps 15.1 14.7 36 bps<br />
PAT 139 112 24.0 179 (22.2) 758 644 17.6<br />
Sales 9,299 14,118 (34.1) 16,960 (45.2) 58,031 61,967 (6.4)<br />
Gujarat State<br />
EBITDA 1,331 2,372 (43.9) 1,671 (20.3) 8,474 7,813 8.5<br />
Fertilisers &<br />
Chemi ca l s<br />
Marg<strong>in</strong>s (%) 14.3 16.8 (248)bps 9.9 446 bps 14.6 12.6 199 bps<br />
PAT 715 1,727 (58.6) 984 (27.4) 5,526 5,187 6.5<br />
Sales 3,971 3,453 15.0 2,849 39.4 16,224 14,582 11.3<br />
Rallis India<br />
EBITDA 515 415 24.2 282 82.8 2,557 2,131 20.0<br />
Marg<strong>in</strong>s (%) 13.0 12.0 97 bps 9.9 308 bps 15.8 14.6 115 bps<br />
PAT 291 213 36.2 113 157.0 1,526 1,157 31.9<br />
Sales 31,838 30,661 3.8 33,915 (6.1) 153,446 148,061 3.6<br />
Tata Chemicals<br />
EBITDA 4,638 4,948 (6.3) 4,706 (1.4) 23,109 21,180 9.1<br />
Marg<strong>in</strong>s (%) 14.6 16.1 (157)bps 13.9 69 bps 15.1 14.3 76 bps<br />
PAT 1,572 1,563 0.6 2,123 (26.0) 8,404 7,735 8.6<br />
Sales 25,119 22,142 13.4 28,207 (11.0) 103,392 91,866 12.5<br />
United Phosphorus<br />
EBITDA 4,521 3,864 17.0 5,372 (15.8) 19,128 16,549 15.6<br />
Marg<strong>in</strong>s (%) 18.0 17.5 55 bps 19.0 (104)bps 18.5 18.0 49 bps<br />
PAT 1,876 2,209 (15.1) 3,137 (40.2) 9,378 8,339 12.5<br />
Source: Company Data, PL Research<br />
July 8, 2013 35
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