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 />
Order book trend – Construction (Coverage <strong>com</strong>panies)<br />
(Rs bn)<br />
120<br />
100<br />
80<br />
60<br />
40<br />
20<br />
0<br />
Order <strong>in</strong>flow<br />
Order Book (RHS)<br />
800<br />
700<br />
600<br />
500<br />
400<br />
300<br />
200<br />
100<br />
0<br />
Q2FY11<br />
Q3FY11<br />
Q4FY11<br />
Q1FY12<br />
Q2FY12<br />
Q3FY12<br />
Q4FY12<br />
(Rs bn)<br />
Q1FY13<br />
Q2FY13<br />
Q3FY13<br />
Q4FY13<br />
Q1FY14E<br />
Source: Company Data, PL Research<br />
Order book trend – Eng<strong>in</strong>eer<strong>in</strong>g (Coverage <strong>com</strong>panies)<br />
Order Inflow<br />
Order Book (RHS)<br />
350<br />
300<br />
250<br />
200<br />
150<br />
100<br />
50<br />
0<br />
2,000<br />
1,500<br />
1,000<br />
500<br />
0<br />
Q2FY11<br />
Q3FY11<br />
Q4FY11<br />
Q1FY12<br />
Q2FY12<br />
Q3FY12<br />
Q4FY12<br />
Q1FY13<br />
Q2FY13<br />
Q3FY13<br />
Q4FY13<br />
Q1FY14E<br />
(Rs bn)<br />
(Rs bn)<br />
Source: Company Data, PL Research<br />
Sectoral Order Inflow (Rs bn)<br />
Segments FY11 FY12 FY13 Q1FY13 Q2FY13 Q3FY13 Q4FY13 Q1FY14E<br />
Roads 350 623 296 106 57 58 75 8<br />
Water 56 83 59 18 18 10 13 15<br />
Bldg/Industrial capex/Urban Dev 232 204 305 73 63 97 73 161<br />
Power 323 265 190 55 28 24 83 31<br />
Process & Hydrocarbon 249 255 115 17 38 46 15 16<br />
Others 155 162 177 38 52 59 29 13<br />
Total 1,365 1,591 1,143 306 256 293 288 244<br />
Source: BSE, PL Research, Company Data (covers 85‐90% of the listed <strong>com</strong>pany’s data, thus <strong>in</strong>dicative)<br />
July 8, 2013 95
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