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Bhel in spotlight after FY 2014 provisional results

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Last Updated : Apr 08 2014 | 12:00 AM IST

Bharat Heavy Electricals (Bhel)'s net profit on provisional basis fell 51.2% to Rs 3228 crore on 19.51% decline in turnover to Rs 40366 crore in the year ended 31 March 2014 (FY 2014) over the year ended 31 March 2013 (FY 2013). The orders inflow declined 11.51% to Rs 28007 crore in FY 2014 over FY 2013. The result was announced on Saturday, 5 April 2014.

Bhel said that lower net profit in FY 2014 is due to low volumes. Certain ongoing projects have got impacted as the Indian power sector continues to be besieged with issues relating to fund constraints, land acquisition, clearances and coal linkages. Focus on cost optimization through increased localization of super critical technologies, higher value additions; increased vendor base and design optimization efforts aided the company in its margins, Bhel said in statement.

Bhel said it has retained its market leadership position during 2013-14 even while operating in a difficult business environment. Improved focus on project execution enabled the company record highest ever commissioning/synchronization of 13,452 megawatts (MW) of power plants in domestic and international markets in 2013-14, Bhel said in a statement.

Both power & industrial market segments in which the company operates continued to witness fewer project finalizations, Bhel said. The company secured orders worth Rs 28007 crore from its diversified business segments covering both domestic and international markets. Orders in industrial segment at Rs 5007 crore witnessed a 23% jump; Spares & Services at Rs 3433 crore saw a jump of 19% and international segment at Rs 2567 crore witnessed a jump of 28% in 2013-14, Bhel said. The company ended the year with an order book of Rs 101538 crore, Bhel said in a statement.

Fiscal 2013-14 was a year in which Bhel has made significant progress in consolidating its strengths and value propositions to emerge even more competitive for tapping opportunities in the next phase of economic growth of the country, Bhel said in a statement.

Sun Pharmaceutical Industries (Sun Pharma) and Ranbaxy Laboratories (Ranbaxy) before market hours today, 7 April 2014 announced that they have entered into definitive agreements pursuant to which Sun Pharma will acquire 100% of Ranbaxy in an all-stock transaction. Under these agreements, Ranbaxy shareholders will receive 0.8 share of Sun Pharma for each share of Ranbaxy. This exchange ratio represents an implied value of Rs 457 for each Ranbaxy share, a premium of 18% to Ranbaxy's 30-day volume-weighted average share price and a premium of 24.3% to Ranbaxy's 60-day volume-weighted average share price, in each case, as of the close of business on 4 April 2014.

The combination of Sun Pharma and Ranbaxy creates the fifth-largest specialty generics company in the world and the largest pharmaceutical company in India. The combined entity will have operations in 65 countries, 47 manufacturing facilities across 5 continents, and a significant platform of specialty and generic products marketed globally, including 629 ANDAs. On a pro forma basis, the combined entity's revenues are estimated at $4.2 billion with EBITDA of $1.2 billion for the twelve month period ended December 31, 2013. The transaction value implies a revenue multiple of 2.2 based on 12 months ended December 31, 2013.

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Dilip Shanghvi, Managing Director of Sun Pharma said, "Ranbaxy has a significant presence in the Indian pharma market and in the US where it offers a broad portfolio of ANDAs and first-to-file opportunities. In high-growth emerging markets, it provides a strong platform which is highly complementary to Sun Pharma's strengths. We see tremendous growth opportunities and are excited with the prospects to create lasting value for both our shareholders through a successful combination of our franchises".

"We believe this transaction brings significant value to all Ranbaxy shareholders. Sun Pharma has a proven track record of creating significant long-term shareholder value and successfully integrating acquisitions into its growing portfolio of assets. We are confident that Sun Pharma is the ideal partner to help us realize our full potential and are excited to participate in future value creation opportunities", stated Arun Sahwney, Managing Director and Chief Executive Officer of Ranbaxy.

The proposed transaction has been unanimously approved by the Boards of Directors of Sun Pharma, Ranbaxy, and Ranbaxy's controlling shareholder, Daiichi Sankyo. Ranbaxy's board and Sun Pharma's board have recommended approval of the transaction to their respective shareholders.

The combination will create a large specialty pharmaceutical company with strong capabilities in developing complex products and exploiting first to file opportunities. A combined Sun Pharma and Ranbaxy will have a diverse, highly complementary portfolio of specialty and generic products targeting a spectrum of chronic and acute treatments. The combined business will have a strong portfolio of specialty and generic products marketed globally, including 445 ANDAs. Additionally, the combination will create one of the leading dermatology platforms in the United States.

The combination creates the fifth-largest generic company in the world and the largest pharmaceutical entity in India. The combined entity will have 47 manufacturing facilities across 5 continents. The transaction will combine Sun Pharma's proven complex product capabilities with Ranbaxy's strong global footprint, leading to significant value creation opportunities. Additionally, the combined entity will have increased exposure to emerging economies while also bolstering Sun Pharma's commercial and manufacturing presence in the United States and India. It will have an established presence in key high-growth emerging markets. In India, it will be ranked No. 1 by prescriptions amongst 13 different classes of specialist doctors.

The acquisition is expected to be accretive to Sun Pharma's cash earnings per share in the first full year. Additionally, Ranbaxy's shareholders will participate in the value creation of the combined company through their ownership of Sun Pharma shares. Sun Pharma expects to realize revenue and operating synergies of $250 million by third year post closing of the transaction. These synergies are expected to result primarily from topline growth, efficient procurement and supply chain efficiencies. As part of the transaction, Sun Pharma intends to leverage the human capital that has supported both companies, in order to drive future growth.

Under the agreements, Ranbaxy shareholders will receive 0.8 shares of Sun Pharma for each share of Ranbaxy. This exchange ratio represents an implied value of Rs 457 for each Ranbaxy share, apremium of 18% to Ranbaxy's 30-day volume-weighted average share price and a premium of 24.3% to Ranbaxy's 60-day volume-weighted average share price, in each case, as of the close of business on 4 April 2014.The transaction has a total equity value of approximately $3.2 billion. The transaction is expected to represent a tax-free exchange to Ranbaxy shareholders, who are expected to own approximately 14% of the combined company on a pro forma basis. Upon closing, 3 Daiichi Sankyo will become a significant shareholder of Sun Pharma and will have the right to nominate one director to Sun Pharma's Board of Directors. Ranbaxy has recently received a subpoena from the United States Attorney for the District of New Jersey requesting that Ranbaxy produce certain documents relating to issues previously raised by the FDA with respect to Ranbaxy's Toansa facility. In connection with the transaction, Daiichi Sankyo has agreed to indemnify Sun Pharma and Ranbaxy for, among other things, certain costs and expenses that may arise from the subpoena.

The transaction will need approval by majority in number representing 75% in value of the shares present and voting at the shareholder meetings of each of Sun Pharma and Ranbaxy. Both Daiichi Sankyo (which holds approximately 63.4% of the outstanding shares of Ranbaxy) and promoters of Sun Pharma (who hold approximately 63.7% of the outstanding shares thereof), have irrevocably agreed to vote in favor of the transaction.

Additionally, the closing of the transaction will be subject to customary closing conditions, including approval by the Indian Central Government, approval by the High Courts of Gujarat and Punjab and Haryana, approval by the Competition Commission of India and expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvement Act in the United States. Pending approvals, Sun Pharma anticipates that the transaction will close by the end of calendar year 2014.

Reliance Industries (RIL) said before market hours that IndiaWin Sports, which owns the IPL franchise Mumbai Indians, that it has not bid for a franchise in the upcoming Indian Super League. The company added Indian Super League provides a promising opportunity for a sports brand to unique connect, brand extension and value creation. However adhering to the highest standard of corporate governance and transparency, and in the larger interest of the sport, the management at IndiaWin Sports had taken a conscious decision not to participate in the bidding process.

Maruti Suzuki India before market hours today, 7 April 2014 said its total production rose 6.93% to 1.08 lakh units in March 2014 over March 2013. Domestic sales declined 4.67% to 1.02 lakh units in March 2014 over March 2013. Export sales declined 8.01% to 11,081 units in March 2014 over March 2013.

Tata Steel after market hours on Friday, 4 April 2014 said its hot metal production rose 11.74% to 9.90 million tonnes per annum (MTPA) in the year ended 31 March 2014 (FY 2014) over the year ended 31 March 2013 (FY 2013). Crude steel production rose 12.55% to 9.15 MTPA in FY 2014 over FY 2013. Saleable steel production rose 12.72% to 8.95 MTPA in FY 2014 over FY 2013.

GMR Infrastructure (GMR) on Saturday, 5 April 2014 said that the Department of Transportation and Communications (DOTC), Republic of the Philippines has formally awarded the Mactan-Cebu International Airport rehabilitation, expansion and operation project to the GMR-Megawide Consortium for a 25-year concession period.

In the international competitive bidding process, GMR-Megawide Consortium had emerged as the highest bidder after offering a bid premium of 14.4 billion Philippine Pesos (approximately $320 million).

Commenting on the award, Mr. G.M. Rao, Chairman, GMR Infrastructure said, "We are delighted to be awarded the Mactan-Cebu International Airport project. We firmly believe that GMR-Megawide Consortium has the right credentials and capabilities to undertake this prestigious project and deliver an airport that Cebuanos and Filipinos will be proud of".

GMR Infrastructure and Megawide Construction will combine their expertise and track record to transform the Mactan-Cebu International Airport into a world-class facility, GMR said in a statement.

Mr. Rao further added, "GMR has redefined the standards and quality of infrastructure, services and customer deliverables at key airports such as New Delhi, Hyderabad and Istanbul Sabiha Gocken. We have vast experience across the entire spectrum of airport development and operations. We believe that our strategic plan for Mactan Cebu Airport will result in the delivery of a very efficient, passenger-oriented and commercially sustainable airport. We believe in inclusive growth and through Foundation we will contribute significantly towards the social and economic development of the Cebu".

GMR-Megawide Consortium plans to develop the Mactan-Cebu International Airport into a regional hub in the Philippines, creating passenger and cargo traffic growth, jobs for local community, giving a boost to the tourism traffic and creating multiplier economic benefits for the region, GMR said in a statement.

Bharat Electronics after market hours on Friday, 4 April 2014 said that ICRA has reaffirmed credit ratings of the company for the year 2014-15. ICRA has reaffirmed the long-term rating of [ICRA]AAA (pronounced ICRA triple A) to Rs 200 crore fund based bank limits. ICRA has also reaffirmed the short-term rating of [ICRA]A1+ (pronounced ICRA A one plus) to Rs 2700 crore non-fund based bank limits. Also, the short-term rating of [ICRA] A1+ (pronounced ICRA A one plus) to Rs 5 crore short-term debt programme was reaffirmed by ICRA, Bharat Electronics said.

The outlook on the long-term rating is 'stable'. These ratings indicate the highest credit quality in the long- and short-term. The instruments rated in these categories carry the lowest credit risk in the long- and short-term. The first two ratings aforementioned are valid till 28 February 2015, and third rating is valid till 31 March 2015, Bharat Electronics said.

Talwalkars Better Value Fitness (Talwalkars) after market hours on Friday, 4 April 2014 said it has embarked on an international partnership with Premier Training International, the market leader in the development and provision of high quality education for the health and fitness industry for providing on-going education, training and development to its personal trainers and fitness professionals.

Set to launch in April 2014, this comprehensive education pathway scheme will include kinesiology, anatomy and physiology, and customer service, Talwalkars said. Premier will deliver leadership and management training to over 40 of Talwalkars senior managers as well as a five-day Advanced Fitness Skills course to 140 of its fitness trainers. The courses will be part of a larger education pathway that has the end goal of UK Level 3 accreditation, REPs membership and an overseas internship, Talwalkars said. The objective is to enhance employee performance levels in a bid to propel the Indian health and fitness sector closer to the standards of the international market.

Prashant Talwalkar, MD and CEO, Talwalkars Better Value Fitness said, "We are committed to offering our staff the very best in training and education courses both from a practical and theoretical point of view, which is why we have selected Premier Training International as our training partner. As a fast growing company with a rapidly increasing membership, it is essential our staff have the opportunity to strengthen their skills and fitness knowledge to ensure we remain at the forefront of the sector".

Debra Stuart, CEO of Premier Global said, "As part of our global expansion strategy, we are delighted to be able to work with Talwalkars and partner with them as they embark on this exciting journey. Premier Training International is perfectly placed to significantly enhance customer service for the health club on all its levels. With just a 0.4% gym membership rate in India, compared to 12% in the UK, there is a real opportunity for growth in the country's fitness industry that we are excited to play a leading part in shaping and helping Talwalkars lead".

Separately, Talwalkars after market hours on Friday, 4 April 2014 said it has launched a Summer Scheme wherein it offers one month gym membership free by signing up for 3 months membership.

Speaking on this modern marketing initiative, Mr Amit Sawant, Head (Marketing & Communication), Talwalkars Better Value Fitness said, "Winter's short days and less comfortable weather make it easy for fitness to dwindle, but the summer season provides lot of opportunities to be healthy & active. Give priority to health and fitness this summer with Talwalkars summer scheme. This exciting 4 month offer will help you stay fit, healthy and bring a positive change in your life. Experience fitness this summer season and let the experts at Talwalkars guide you on the right fitness track".

Man Industries (India) after market hours on Friday, 4 April 2014 said it has received SEBI Order dated 28 March 2014 on Friday, 4 April 2014 imposing a penalty of Rs 25 lakh jointly and severally on the company, some of the Directors and Compliance Officer of the company in terms of Section 15HB of the SEBI Act for charge of violation of regulation 12(2) & (3) read with clause 2.1 of Schedule II of PIT Regulations for delay in disclosure of price sensitive information to the exchanges. Further, the company is challenging the SEBI order in SAT, Man Industries (India) said.

V2 Retail after market hours on Friday, 4 April 2014 said that pursuant to the authority given by the board of directors at its meeting held on 20 February 2014, subsequent to the shareholders' approval in Extra-Ordinary General Meeting dated 21 March 2014, the board of directors has, at its meeting held on Friday, 4 April 2014, allotted 39.52 lakh warrants to be convertible at the option of warrant holders in one or more trenches, to Mr. Akash Agarwal, the promoter and/or promoter group with each warrant carrying an option/entitlement to subscribe to one equity share of the face value of Rs 10 each in exchange of each such warrant within a maximum period of 18 months from the date of issue of warrants. An amount equivalent to 25% of the issue price has been received from Mr. Akash Agarwal, which entitles him to apply for an equivalent number of equity shares on payment of balance 75% of the issue price within 18 months from the date of allotment of warrants, V2 Retail said.

Gujarat Alkalies and Chemicals said on Saturday, 5 April 2014 that the company has successfully commissioned Sodium Chlorate Plant with a capacity of 20,000 tonnes per annum (TPA) at its Dahej Complex and the commercial production has been achieved on 29 March 2014. The estimated annual revenue of the products to be manufactured in this Plant at full capacity would be approx. Rs 100 crore considering the prevailing market price.

Seamec said on Saturday, 5 April 2014 that Vessel SEAMEC PRINCESS will complete her Charter with Kreuz Subsea Pte in South East Asia around 2nd week of April, 2014. The company has entered into a Charter Party with Technip France, Abu Dhabi for her deployment in Dubai Offshore for a Firm period of 120 days with option for extension. The Charter Hire is likely to commence around end April, 2014. The contract value during the firm period would be around $6.8 million.

IIFL Wealth Management (IIFL Wealth), subsidiary of IIFL Holdings, announced on Saturday, 5 April 2014 the acquisition of a majority stake in India Alternatives Investment Advisors (India Alt), the Investment Manager to India Alternatives Private Equity Fund (India Alt Fund). IIFL Group has also committed a significant contribution to the India Alt Fund.

India Alt Fund, a private equity fund registered with SEBI, is a distinctive private equity fund with an initial commitment of Rs 230 crore that invests primarily in mid growth stage companies. An alumni of the Wharton Scholl, Shivani Bhasin Sachdeva, Founder, MD & CEO is a renowned PE Manager with over 15 years of fund management experience in both the US and India and will continue managing the India Alt Fund, under IIFL Wealth.

Advisors of India Alt Fund consist of eminent professionals such as, Ms, Ranjana Kumar (ex CMD Indian Ban, NABARD, ex Vigilance Commissioner, CVC), Mr, Kiran Nadkarni (managed four, started ICICI Ventures in India), Dr. Anjani Jain (Senior Associate Dean, Yale School of Management, former Vice Dean, Wharton): and Ms. Veronica John (Senior Advisor ar Diamond Dragon Advisors, ex IDFC, CDC, ADB).

IIFL Wealth Management is the private wealth management arm of IIFL Group.

MOIL after market hours on Friday, 4 April 2014 said that in line with the company's business practice of quarterly revising the prices of manganese ore, the company has fixed price of various grades of manganese ore for the quarter April-June 2014. The existing price of all Ferro Grades of ore (except Balaghat Mine); SM Grade (Mn 30%), SM Grade Low (Mn 20%); Fines and all Chemical Grades have been maintained, MOIL said. The existing price of all SM Grades Low (Mn 25%) are increased by 10% over the prices of January-March 2014, the company said.

MOIL added that the existing price of Balaghat Ferro Grade ore BG102 is reduced by 7.5% over the prices of January-March 2014 and prorate reduction of price on Mn content basis for BG1408 & BG1466. Also the existing price of Electrolytic Manganese Dioxide (EMD) are maintained, MOIL said.

SML Isuzu after market hours on Friday, 4 April 2014 reported 14.89% fall in sales to 1,337 vehicles in March 2014 over March 2013.

Aarti Drugs announced on Saturday, 5 April 2014 that at the meeting of the board of directors held on 4 April 2014 the board effected/approved some changes to the board of the company. Shri Rajendra V. Gogri, Chairman has resigned as the Chairman of the company. He, however, continues as the Director of the company. Shri Prakash M. Patil, Managing Director (MD) has been appointed as the Chairman of the company. Shri Prakash M. Patil, Managlng Director is holding degree of Chemical Engineering from The Institute of Chemical Technolory (ICT) Mumbai (popularly known as UDCT), has been with the company since its inception and was later on appointed as the Managing Director. He looks after Production and Project implementation. His technical expertise has helped the company to emerge as one of the leading Pharmaceutical Company in the country,. Shri Sunil M. Dedhia, Independent Director of the company has resigned with effect from 1 April 2014 in view of recently notified Section 149 of Companies Act, 2013 specifying inter alia criteria for an Independent Director.

Prism Informatics said its board of directors at a meeting held on Friday, 4 April 2014, approved the proposal for enhancing the limits for investments in/lending to/Guarantee to prism Software Consultancy, JLT wholly owned subsidiary, in Dubai from present AED 3,50,000 to 7,00,000 AED.

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First Published: Apr 07 2014 | 8:36 AM IST

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