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Idea Cellular in focus after Q1 results

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Capital Market
Last Updated : Jul 22 2014 | 11:54 PM IST

Idea Cellular after market hours on Monday, 21 July 2014, reported 57.37% rise in consolidated net profit to Rs 728.20 crore on 15.63% rise in total revenue to Rs 7560.99 crore in Q1 June 2014 over Q1 June 2013.

Idea Cellular reported 23.47% rise in consolidated net profit to Rs 728.20 crore on 7.34% rise in total revenue to Rs 7560.99 crore in Q1 June 2014 over Q4 March 2014.

Idea Cellular's EBITDA margin improved to 33.2% in Q1 June 2014 from 31.8% in Q1 June 2013 and from 31.7% in Q4 March 2014.

Idea Cellular carried 165.20 billion minutes on its network , registering 12.2% growth in Q1 June 2014 over Q1 June 2013 and 32.5 billion Megabytes of Mobile Data on its 2G+3G platform, registering growth of 136% in Q1 June 2014 over Q1 June 2013.

The higher voice rate realization and jump in Data contribution to 11.5% of service revenue helped improve 'Average Realisation per Minute' (ARPM) by 1.5 paisa from 43.6p in Q4 March 2014 to 45.1p in Q1 June 2014. The Value Added Services (VAS) contribution has improved sharply to 17.8% of overall service revenue, Idea Cellular said.

Brand Idea continued its subscriber growth momentum with 3.2 million net new customer additions, now servicing 139 million quality base as 'Average Revenue Per User' (ARPU) improved to Rs 181 in Q1 June 2014 from Rs 173 in Q4 March FY14 and MoU/Subscriber increased to 401 minute in Q1 June 2014 from 397 minute in Q4 March 2014.

Average Realisation per MB (ARMB) data rate improvement by 1 paisa to 26.3p in Q1 June 2014 from 25.3p in Q4 March 2014.

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The strong consumer demand & brand affinity, expanding network footprint & spectrum portfolio and steady Cash flows from operations reaffirms Idea ability to deliver consistent, competitive, responsible and profitable growth. The company is well geared to meet all volatile, uncertain, complex and ambiguous developments and remain on course of its mission to improve its market standing both in Mobile voice and data business, Idea Cellular said.

With additional capital infusion of Rs 3000 crore from the qualified institutional placement of equity shares in June 2014 and cash profit of Rs 2023 crore in Q1 June 2014, the company has reduced its net debt by Rs 5208.70 crore. The net debt to annualized EBITDA ratio now stands at 1.54, providing the company sufficient headroom to participate in the forthcoming spectrum auction.

Asian Paints and Axis Bank will announce Q1 results today, 22 July 2014.

HDFC Bank after market hours on Monday, 21 July 2014, clarified that there is no proposal for the merger of HDFC Bank and HDFC after media reports suggested that there is a buzz of a possible merger between the two.

Exide Industries after market hours on Monday, 21 July 2014 reported 16.68% rise in net profit to Rs 185.30 crore on 17.41% rise in net sales to Rs 1909.61 crore in Q1 June 2014 over Q1 June 2013. MD & CEO P K Kataky said that though demand for both Automotive and Industrial battery remained subdued during Q1 June 2014, improvement in Automotive Replacement battery sale accompanied by robust growth in inverter battery sale for both Automotive and industrial SBU along with re-entry into Telecom business helped improving performance. The company continues to focus on cost control and technology upgradation to improve profit, Exide Industries said.

Indoco Remedies after market hours on Monday, 21 July 2014 said that based on the inspection carried out by the USFDA in August 2013, the company has received Establishment Inspection Report (EIR) approving the company's sterile manufacturing facility (Plant II) and solid dosage manufacturing facility (Plant III) located in Verna, Goa.

Helios and Matheson Information Technology after market hours on Monday, 21 July 2014 said that a meeting of the board of directors of the company will be held on 25 July 2014, to consider raising of long term funds through issue of FCCBs, GDRs and issue of equity related securities to Qualified Institutional Buyers in accordance with existing statutory guidelines and increase of authorized share capital (and consequent amendment to Memorandum and Articles of Association), subject to approval of members to be obtained through postal ballot exercise.

Shares of NHPC will be watched on reports the Disinvestment Department will soon appoint three merchant bankers for selling 11.36% stake in NHPC that could help the government raise about Rs 3000 crore.

Bajaj Finance had over the last two years reduced its exposure in the construction equipment business given the difficult state of infrastructure sector in India. The company systematically reduced its exposure from a peak of over Rs 1000 crore of receivables under financing down to Rs. 448 crore as of 31 March 2014. The decision to reduce exposure in this business has been communicated in the annual reports of the company for financial year ending March 2013 (FY13) and financial year ending March 2014 (FY14). Given the continued poor performance and no visibility of improvement in this sector in the near term, the company has decided to exit this business. The decision to exit this business has no material impact on the operations of the company since this business contributes to less than 2% of its total receivables under finance.

Ballarpur Industries had informed that Ballarpur International Graphic Paper Holdings (BIGPH), a step down subsidiary of the company, is exploring the possibility of listing of its equity shares of BIGPH at an overseas stock exchange, Ballarpur Industries has now informed BSE that in connection with the above, BIGPH has made first submission of draft offer document for possible offer & listing of its equity shares on the main market of the Singapore Stock Exchange (SGX-ST) and Monetary Authority of Singapore (MAS) on 21 July 2014. The company will provide further updates, as and when necessary.

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First Published: Jul 22 2014 | 8:55 AM IST

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