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M&M accelerates after strong Q4 results

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Capital Market
Last Updated : May 30 2013 | 5:01 PM IST

Volatility ruled the roost as the key benchmark indices pared gains after striking intraday high in late trade. The barometer index, the S&P BSE Sensex, and the CNX Nifty, both, hit their highest level in over one week. The Sensex was provisionally up 42.17 points or 0.21%, up 123.67 points from the day's low and off 64.22 points from the day's high. Index heavyweight and cigarette major ITC scaled record high. Index heavyweight Reliance Industries (RIL) dropped. The market breadth, indicating the overall health of the market was negative.

Mahindra & Mahindra (M&M) surged over 5% after announcing strong Q4 result during market hours today, 30 May 2013. Auto major Tata Motors gained after announcing Q4 earnings after market hours on Wednesday, 29 May 2013. Pharma major Cipla dropped after the company declared weak Q4 result after market hours on Wednesday, 29 May 2013. ICICI Bank dropped after turning ex-dividend today, 30 May 2013. Tata Power Company rose after reporting turnaround Q4 earnings during market hours today, 30 May 2013. Indian Oil Corporation rose after good Q4 result announced during market hours today, 30 May 2013.

Key benchmark indices edged lower in early trade on weak Asian stocks. The market recovered in morning trade. Intraday recovery proved short lived as weakness in Asian stocks pulled Indian stocks lower again in mid-morning trade. Intraday volatility continued as the key benchmark indices once again trimmed losses in early afternoon trade. The Sensex trimmed gains after hitting fresh intraday high in afternoon trade. Key benchmark indices were a tad lower in mid-afternoon trade after alternately moving between positive and negative zone in afternoon trade. The market pared gains after reversing direction to strike intraday high in late trade.

The market was volatile today, 30 May 2013, as traders rolled over positions in the futures & options (F&O) segment from the near-month May 2013 series to June 2013 series. The May 2013 derivatives contracts expired today, 30 May 2013.

As per provisional closing, the S&P BSE Sensex was up 42.17 points or 0.21% to 20,189.81. The index rose 106.39 points at the day's high of 20,254.03 in late trade, its highest level since 21 May 2013. The index fell 81.50 points at the day's low of 20,066.14 in early trade.

The CNX Nifty was up 10.25 points or 0.17% to 6,114.55. The index hit a high of 6,133.75 in intraday trade, its highest level since 22 May 2013. The index hit a low of 6,072.15 in intraday trade.

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The market breadth, indicating the overall health of the market, was negative. On BSE, 1,320 shares declined and 1,109 shares rose. A total of 148 shares were unchanged.

The total turnover on BSE amounted to Rs 4022 crore, higher than Rs 1801 crore on Wednesday, 29 May 2013.

Among the 30-share Sensex pack, 18 stocks declined and the rest of them gained.

Index heavyweight Reliance Industries (RIL) shed 1.74% to Rs 832.50. RIL and its partners BP and NIKO on 24 May 2013 announced a significant gas and condensate discovery in the KG D6 block off the eastern coast of India. RIL is the operator of KG D6 with 60% equity. BP has a 30% share and NIKO the remaining 10%.

Meanwhile, ratings agency Standard & Poor's (S&P) on Wednesday, 29 May 2013, raised the long term corporate credit rating on RIL to "BBB+" from "BBB", with a "negative" outlook. RIL's articulation of its growth strategy removes the uncertainty regarding the company's use of its high cash balance, S&P said. RIL is planning to spend more than $30 billion on expansion over the next three years in core businesses such as refining, petrochemical, and exploration and production (E&P).

Index heavyweight and cigarette major ITC was up 3.46% at Rs 354.10. The stock had hit record high of Rs 355.75 in intraday trade today, 30 May 2013.

FMCG stocks gained on expectations of normal monsoon rains this year. FMCG firms derive substantial revenue from rural India.

Dabur India (up 0.19%), Britannia Industries (up 3.05%), Godrej Consumer Products (up 0.07%) and Tata Global Beverages (up 3.85%) gained.

Nestle India (down 0.08%), Marico (down 0.44%), Hindustan Unilever (down 0.16%) and Colgate-Palmolive (India) (down 1.27%) declined.

Mahindra & Mahindra (M&M) surged 5.07% to Rs 1,009 and was the top gainer from the Sensex pack. The combined profit before exceptional items and tax of M&M and its 100% subsidiary -- Mahindra Vehicle Manufacturers (MVML) -- jumped 41.8% to Rs 1230.40 crore in Q4 March 2013 over Q4 March 2012. MVML, located at Chakan near Pune in Maharashtra, has been set up as a 100% subsidiary of M&M with a view to source contemporary products for expanding the market offering of M&M.

The operating margin for the combined entity (M&M + MVML) during the quarter improved to 14.4%, from 12% in Q4 March 2012. The good growth in the operating margin and profits of the entity during the quarter was due to a strong sales performance by its Automotive sector and its relentless focus on cost control, M&M said in a statement. The combined net profit of M&M and MVML after exceptional items and tax rose 5.7% to Rs 962.90 crore in Q4 March 2013 over Q4 March 2012.

During the quarter, there was an exceptional profit of Rs 90.60 crore arising from the sale of 34 lakh shares in M&M's subsidiary, Mahindra Holdings and Resorts India. In Q4 March 2012 too, there was an exceptional profit of Rs 108.30 crore arising from the merger with M&M of the automotive business of a M&M subsidiary -- Mahindra Automotive Distributors (MADPL). Also due to this merger, the past unabsorbed tax losses related to automotive business of MADPL became available to M&M and there was a onetime tax saving of Rs 148.50 crore in Q4 March 2012.

Auto major Tata Motors gained 3.82%. The company's consolidated net profit declined 36.71% to Rs 3945 crore on 10% growth in revenue to Rs 56002 crore in Q4 March 2013 over Q4 March 2012. The fall in bottom line was due to base effect. Tata Motors had accounted for a large tax credit in Q4 March 2012. Tata Motors' British luxury car unit Jaguar Land Rover (JLR) had accounted for tax credit of 225 million pounds (Rs 1794 crore) in Q4 March 2012 for past income tax losses. Tata Motors' profit before tax (PBT) rose 6.1% to Rs 4694 crore in Q4 March 2013 over Q4 March 2012. Tata Motors attributed revenue growth to strong demand, growth in volumes and favourable market mix at JLR and favourable operating foreign exchange at the British luxury car unit. The result was announced after market hours on Wednesday, 29 May 2013.

Due to weak operating environment in the commercial vehicles and passenger car business in India, the board of Tata Motors pruned dividend to Rs 2 per share for the year ended 31 March 2013 (FY 2013) from Rs 4 per share for the year ended 31 March 2012 (FY 2012).

Pharma major Cipla lost 4.66% to Rs 382.85 and was the top loser from the Sensex pack. The company's net profit fell 8.3% to Rs 268 crore on 4.9% growth in revenue to Rs 1982 crore in Q4 March 2013 over Q4 March 2012. The result was announced after market hours on Wednesday, 29 May 2013. Cipla's revenue from India operations rose 5.2% to Rs 793 crore in Q4 March 2013 over Q4 March 2012.

The growth in revenue from the domestic business was largely on account of growth in anti-asthma, anti-biotics/infectives, and cardiovascular therapy segments. Exports of formulations rose 11.5% to Rs 954 crore in Q4 March 2013 over Q4 March 2012. Exports of active pharmaceutical ingredients (APIs) fell 24% to Rs 175 crore in Q4 March 2013 over Q4 March 2012. The company attributed growth in overall export revenue to growth in anti-asthma, anti-allergic, anti-depressants, and anti-retroviral segments.

ICICI Bank fell 3.1% after turning ex-dividend today, 30 May 2013 for dividend of Rs 20 per share for the year ended 31 March 2013.

Tata Power Company rose 0.28%. The company reported a consolidated net profit of Rs 181.36 crore in Q4 March 2013 as compared to net loss of Rs 628.75 crore in Q4 March 2012. Total income rose 27.27% to Rs 9071.97 crore in Q4 March 2013 over Q4 March 2012. The result was announced during market hours today, 30 May 2013.

Indian Oil Corporation (IOC) rose 1.41%. The company's net profit rose 14.54% to Rs 14512.81 crore on 9.72% growth in total income from operations to Rs 128681.03 crore in Q4 March 2013 over Q4 March 2012. The result was announced during market hours today, 30 May 2013.

IOC's net profit surged 26.56% to Rs 5005.17 crore on 12.2% growth in total income from operations to Rs 447096.41 crore in the year ended 31 March 2013 (FY 2013) over the year ended 31 March 2012 (FY 2012).

On consolidated basis, IOC's net profit rose 5.27% to Rs 4449.01 crore on 12.92% growth in total income from operations to Rs 461779.67 crore in FY 2013 over FY 2012.

IOC's average gross refining margins for Q4 March 2013 was $2.39 per barrel, as against $4.25 per barrel in Q4 March 2012. Average gross refining margin for FY 2013 stood at $2.26 per barrel, as against $3.63 per barrel in FY 2012.

On the macro front, the government will announce Q4 March 2013 gross domestic product (GDP) data tomorrow, 31 May 2013. India's GDP grew 4.5% in Q3 December 2012, sharply slower than the 5.3% expansion reported for Q2 September 2012.

The Reserve Bank of India (RBI) undertakes mid-quarter review of the monetary policy on 17 June 2013. RBI Governor D Subbarao on 14 May 2013 said that the central bank will take note of falling inflation when discussing potential interest rate cuts. 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 at that time that the balance of risks stemming from its assessment of the growth-inflation dynamic provides little space for further monetary easing. 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.

European stock markets edged higher on Thursday, 30 May 2013 ahead of a deluge of US data that could strengthen the case for the Federal Reserve to consider reducing its bond purchases. Key benchmark indices in Germany, France and UK rose by 0.14% to 0.43%.

Asian stocks declined on Thursday, undermined by an overnight pullback in global equities as investors assessed the implications of a potential softening of the Federal Reserve's massive monetary stimulus programme. Key benchmark indices in Hong Kong, South Korea, Singapore, China, Taiwan and Indonesia were down by 0.05% to 1.37%.

Japan's Nikkei 225 dropped 5.15% amid concerns about market volatility as the yen strengthened against the dollar.

Trading in US index futures indicated that the Dow could slide 13 points at the opening bell on Thursday, 30 May 2013. US stocks fell sharply on Wednesday, with Wall Street giving back the prior day's gains, amid worries over global-growth prospects and fears the Federal Reserve will begin to scale back its bond-buying program.

Data on tap on Thursday from the US include weekly jobless claims, the second report on first-quarter gross domestic product and pending-home-sales figures.

Fed Chairman Ben Bernanke said last week that an improvement in data could trigger the central bank to start tapering its asset purchases in coming months, stoking fears that the $85-billion-a-month liquidity injection will soon come to an end.

The Organization for Economic Cooperation and Development (OECD) on Wednesday cautioned that global growth could get hit as governments pare back easy-money programs. The OECD gave a bleaker forecast for the euro-zone economy this year. Also, the International Monetary Fund on Wednesday cut its estimate for China's economic growth in 2013 and 2014.

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First Published: May 30 2013 | 3:57 PM IST

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