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Essar Oil jumps on turnaround in Q4 results

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Last Updated : May 11 2013 | 1:05 PM IST

Key benchmark indices hovered between the positive and negative terrain at the start of a special trading session. The Sensex was up 18.55 points or 0.09%, off close to 5 points from the day's high and up about 45 points from the day's low. The market breadth, indicating the overall health of the market, was strong. Index heavyweight and cigarette major ITC hit record high. Index heavyweight Reliance Industries (RIL) edged higher.

Reliance Communications' (RCom) rose after reporting Q4 results. Cummins India rose after reporting strong Q4 results. Essar Oil jumped on reporting turnaround results in Q4 March 2013. Tata Power Company rose after the company through its subsidiary Tata Power International, has signed an agreement with Clean Energy Invest AS (Clean Energy) and IFC InfraVentures (IFC) for developing hydro projects in Georgia for sale of power primarily to Turkey.

The stock exchanges have decided to conduct a special trading session for a short duration today, 11 May 2013, as the Bombay Stock Exchange (BSE) is testing its disaster recovery software. Trading started at 11:15 IST and will end at 12:45 IST.

Foreign institutional investors (FIIs) bought shares worth a net Rs 544.11 crore on Friday, 10 May 2013, as per provisional data from the stock exchanges.

At 11:30 IST, the S&P BSE Sensex was up 18.55 points or 0.09% to 20,101.47. The index gained 23.24 points at the day's high of 20,105.86. The index fell 27.44 points at the day's low of 20,055.18.

The CNX Nifty was up 5.35 points or 0.09% to 6,100.10. The index hit a high of 6,101.10 in intraday trade. The index hit a low of 6,084.15 in intraday trade.

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The market breadth, indicating the overall health of the market, was strong. On BSE, 487 shares advanced and 259 shares declined. A total of 41 shares were unchanged.

Among the 30-share Sensex pack, 23 stocks gained while rest of them declined.

Index heavyweight Reliance Industries (RIL) rose 0.23% to Rs 814.

Index heavyweight and cigarette major ITC rose 0.38% to Rs 354.30. The stock hit record high of Rs 355 in intraday trade today, 11 May 2013. The Uttar Pradesh state government on Tuesday, 7 May 2013, slashed VAT on cigarette/cigar from existing 50% to 25%. The state government had last year increased VAT on cigarette/cigar and tobacco products from 12.5% to 50%.

The Centre raised the excise duty on cigarettes by about 18% on all cigarettes except cigarettes of length not exceeding 65 mm in Union Budget 2013-14.

Mahindra & Mahindra (M&M) declined 0.37%, The company announced after market hours on Friday, 10 May 2103, the launch of a new H-Series Xylo, powered by the refined and world class mHawk engine.

The power packed H-Series offers a range of variants starting with the H4 (with ABS option), H8 (with ABS & Airbag option) and fully loaded feature packed H9 version which includes several unique features like Voice Command Technology (VCT), Cruise Control, Digital Drive Assist System, etc. The new H-Series starts at an attractive price of Rs 8.23 lakh (ex showroom Mumbai, BSIV variant).

Speaking at the introduction of the new H-Series Xylo, Pravin Shah, Chief Executive, Automotive Division, M&M Ltd. said, "The Xylo has since its introduction in 2009 carved a unique identity for itself in the area of class leading space & comfort. The addition of the world class mHawk engine will further boost its performance and take it a notch higher in its segment. Equipped with higher power and better efficiency, we are sure that the new Xylo H-Series will be a popular choice amongst the discerning personal buyers".

HCL Technologies (HCL) dropped 0.43%. The Enterprise Application Services (EAS) division of HCL, announced after market hours on Friday, 10 May 2013 that it has extended its overall partnership with SAP by signing a new global managed mobility agreement. HCL will now be permitted to resell, implement and host industry-leading SAPsolutions, including the SAP Mobile Platform, the SAP Afaria mobile device management solution, and the extensive portfolio of SAP mobile apps. Through this agreement, HCL will make it easier and faster for customers to deploy mobile solutions built on SAP's mobile offerings, providing ongoing support in terms of maintenance, management, security and upgrades.

Reliance Communications' (RCom) rose 0.43%. The company's consolidated net profit declined 8.73% to Rs 303 crore on 2.39% growth in total income from operations to Rs 5130 crore in Q4 March 2013 over Q4 March 2012. Consolidated net profit declined 27.58% to Rs 672 crore on 4.49% growth in total income from operations to Rs 20561 crore in the year ended 31 March 2013 (FY 2013) over the year ended 31 March 2012 (FY 2012). The result was announced after trading hours on Friday, 10 May 2013.

Cummins India rose 1.04% on strong Q4 results. The company reported 30.41% rise in net profit to Rs 188.54 crore on 10.95% rise in total income from operations (net) to Rs 1154.28 crore in Q4 March 2013 over Q4 March 2012. The growth in net profit was led by a surge non-operational income which jumped 241.07% to Rs 82.37 crore in Q4 March 2013 over Q4 March 2012. The non-operational income in Q4 March 2013 included profit on sale of long term (non-trade) investments of Rs 49.08 crore which is non-recurring in nature.

The company reported 29.23% rise in net profit to Rs 764.11 crore on 11.46% rise in total income from operations (net) to Rs 4589.38 crore in the year ended March 2013 over the year ended March 2012. The result was announced after market hours on Friday, 10 May 2013.

Cummins India said that notwithstanding adverse market conditions, the company reported respectable performance in FY 2013 on the back of strong customer relationships, technology leadership, service support and its people talent. The company said its margins improved year on year basis in FY 2013, primarily on account of better realization from exports, favourable product mix and cost control measures.

Anant J. Talaulicar, Chairman and Managing Director, Cummins India, said: "While we have been negatively impacted by the prevailing economic conditions in India and around the world, we remain positive about the long-term profitable growth prospects of the company. The company continues to make investments for future growth, and has very recently inaugurated a midrange engine upfit center and a facility for manufacturing low horsepower generator sets for exports at our mega site at Phaltan. We remain confident of the company's competitiveness, long term growth prospects and ability to continue generating positive results".

Cummins India's board of directors at a meeting held on Friday, 10 May 2013, recommended final dividend of Rs 8 per share for FY 2013.

Essar Oil jumped 4.34% on reporting turnaround results in Q4 March 2013. The company reported a net profit of Rs 200 crore in Q4 March 2013 compared with a net loss of Rs 608 crore in Q4 March 2012. The company's gross revenues rose 34% to Rs 25757 crore in Q4 March 2013 over Q4 March 2012. The company announced results after market hours on Friday, 10 May 2013

The company reported a net loss of Rs 1180 crore in the year ended 31 March 2013 (FY 2013) compared with a net loss of Rs 1285 crore in the year ended 31 March 2012 (FY 2012). The company's gross revenues rose 53% to Rs 96797 crore in FY 2013 over FY 2012. The current price gross refining margin for the year was $7.96 per barrel against $4.23 per barrel in FY12.

The company said current price Gross Refining Margin of $9.06/bbl for Q4 March 2013 was almost double of $4.60/bbl reported in Q4 March 2012, reflecting the higher complexity benefits post completion of expansion and optimization projects.

During the quarter, Vadinar Refinery processed 5.08 MMT of crude, up 26% over Q4 March 2012. The refinery continues to function at over its nameplate capacity of 20 MMTPA with all units stabilized.

Share of Ultra Heavy Crude in refinery's crude diet rose to 62% from 24% in the corresponding quarter in FY12. Overall, the refinery processed 88% of heavy and ultra heavy crude in Q4 March 2013. Production of valuable Middle and Light distillates improved to 84% of the refinery's product slate from 69% over the same period last year.

Commenting on the company's performance, Mr. L.K. Gupta, Managing Director and CEO, Essar Oil, said: "We had a very eventful year in FY13 during which we have achieved a number of milestones. Our Vadinar Refinery, at 20 Million Metric Tonne Per Annum (MMTPA) capacity and 11.8 complexity is India's second largest single site refinery and amongst the most complex globally, set up at a very competitive capex of approx Rs 24,000 crore, whose replacement cost today is between 1.75-2 times that figure. The refinery has demonstrated excellent operating performance with a very strong focus on safety and has consistently outperformed the benchmark IEA margins, as was targeted."

Mr. Suresh Jain, CFO, Essar Oil said, "Benefit of expanded capacity and complexity was available for only three quarters of the year and the performance of the refinery post completion of expansion has been consistent. Our primary focus is now to align our asset liability mismatch by dollarizing our debt, which will also lower our interest cost, and in turn improve our free cash flows significantly."

With regard to marketing operations, Essar Oil said it continues to focus on the domestic market, with domestic sales contributing over 60% to its revenues during the quarter. Bulk sales, consisting of fuel oil, sulphur, petcoke, bitumen, and VGO, contributed 10% to the total sales during the quarter, against 4% in Q4 March 2012, Essar Oil said. Essar Oil has re-entered the bulk diesel market, which recently was deregulated.

Essar Oil said that the recent move of government towards full deregulation of auto fuels will create great value for the company's retail business. With three ALPG and CNG pumps opened during the quarter, 30 Essar Oil pumps now offer multi fuel options to customers, the company said in a statement.

Throwing light on its exploration and production activities, Essar Oil said that at the company's flagship Raniganj CBM block, current gas production is around 60,000 standard cubic metres per day (scm/d). The company has completed drilling 148 wells. Environment Clearance III approvals for 618 wells has been received. Production is expected to reach 3 million scm/d by next year, Essar Oil said in a statement.

Tata Power Company rose 0.43% after the company said after market hours on Friday, 10 May 2013 that the company through its subsidiary Tata Power International, has signed an agreement with Clean Energy Invest AS (Clean Energy) and IFC InfraVentures (IFC) for developing hydro projects in Georgia for sale of power primarily to Turkey.

The hydro projects will be of an aggregate capacity of 400 megawatts (MW) and would be developed in three phases. The first phase of 185 MW is expected to be completed before mid 2016. Tata Power and Clean Energy would hold 40% stake each. The power generated by the projects is planned to be vended primarily to Turkey. The total project cost is estimated to be about $ 700 million.

While signing the agreement, Mr. Anil Sardana, Managing Director, Tata Power said, "We are delighted to be broadening our foothold in key international markets through this development. Georgia is a great country to work in and Turkey is a fast evolving energy market in Europe. This relationship with Clean Energy and IFC InfraVentures puts us on a strong footing to take advantage of the considerable potential of this market. We are proud to be the pioneers in Hydro generation in India, with century of operating experience and will continue to look at the prospective of enhancing our clean energy portfolio."

Tata Power has an existing hydro generation capacity of about 450 MW in Maharashtra, India, that feeds clean power to the city of Mumbai. The company has been resilient to increase its portfolio in Hydro power generation which includes Tata Power's partnership with Norway-based SN Power to develop hydropower projects. Currently, the JV consortium has bagged the Dugar Hydro Electric Project in Chenab Valley in Himachal Pradesh, India. Tata Power also has a JV with the Royal Government of Bhutan under which it is implementing a 114 MW from Dagachhu Hydro Project with Druk Green Power Company.

Clean Energy Group is a Norwegian Hydro power company with a focus on developing green field hydro projects.

IFC InfraVentures (IFC) is an early stage project developer launched by IFC, a member of the World Bank Group.

Political uncertainty returned after scandal-hit Railway Minister Pawan Kumar Bansal and Law Minister Ashwani Kumar quit on Friday. Bansal had been widely expected to step down after police arrested his nephew on suspicion of accepting a bribe in a case that was seen as embarrassing to the Congress party-led government, which has been battered by a series of corruption scandals.

Kumar's departure comes days after the Supreme Court said the government substantially changed a report by the Central Bureau of Investigation (CBI) into alleged irregularities in the awarding of mining rights potentially worth billions of dollars to private companies.

The focus of the market is on Q4 results. Bank of Baroda unveils Q4 results on 13 May 2013. Dr Reddy's Laboratories and Reliance Infrastructure unveil Q4 results on 14 May 2013. Bajaj Auto announces Q4 results on 16 May 2013. ITC unveils Q4 results on 17 May 2013. Coal India unveils standalone FY 2013 results on 20 May 2013. L&T unveils Q4 results on 22 May 2013. Bharat Heavy Electricals (Bhel) announces Q4 results on 23 May 2013. Coal India unveils consolidated FY 2013 results on 27 May 2013. GAIL (India) and Hindalco Industries unveil Q4 results on 28 May 2013. BPCL announces Q4 results on 29 May 2013. M&M and Tata Power unveil Q4 results on 30 May 2013.

Industrial production rose 2.5% in March 2013, compared with a revised growth of 0.46% in February 2013, data released by the government on Friday, 10 May 2013, showed. The manufacturing sector recorded a growth of 3.2% and electricity generation rose 3.5%. The production of the mining sector declined 2.9%. As per use-based classification, production of basic goods rose 2.6% and capital goods production rose 6.9%. The production of intermediate goods declined 0.2%. The production of consumer goods rose 1.6%. Within consumer goods sector, the production of consumer non-durables rose 6.5%. Production of consumer durables declined 4.5%. Industrial production rose 1% for the year ended 31 March 2013 (FY 2013).

The RBI on 3 May 2013 cut its key policy rate viz. the repo rate by 25 basis points (bps) to 7.25% and kept the cash reserve ratio (CRR) for banks unchanged at 4% after a monetary policy review. RBI said that the balance of risks stemming from its assessment of the growth-inflation dynamic provides little space for further monetary easing. The central bank said that with upside risks to inflation still significant in the near term in view of sectoral demand supply imbalances, ongoing correction in administered prices and pressures stemming from MSP increases, monetary policy cannot afford to lower its guard against the possibility of resurgence of inflation pressures. The RBI said it will endeavour to condition the evolution of inflation to a level of 5% by March 2014, using all instruments at its command.

The finance ministry in October 2012 announced a five-year plan to cut fiscal deficit. The government hopes to reduce the fiscal deficit to 3% by March 2017.

US stocks posted a third consecutive week of gains on Friday as a rise in Google and other technology shares offset a slide in energy stocks, with the Dow Jones Industrial Average and S&P 500 ending at record highs.

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First Published: May 11 2013 | 11:32 AM IST

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