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MRPL drops after reverse turnaround in Q3 December 2012

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Capital Market Mumbai
Last Updated : Apr 22 2013 | 2:47 PM IST

The company announced Q3 results after trading hours on Thursday, 31 January 2013.

Meanwhile, the BSE Sensex was up 38.63 points or 0.19% at 19,933.61.

On BSE, 97,000 shares were traded in the counter as against average daily volume of 1.21 lakh shares in the past one quarter.

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The stock hit a high of Rs 63.40 and a low of Rs 61.10 so far during the day. The stock had hit a 52-week low of Rs 49.55 on 27 July 2012. The stock had hit a 52-week high of Rs 74.75 on 15 February 2012.

The stock had outperformed the market over the past one month till 31 January 2013, surging 5.25% compared with the Sensex's 2.41% rise. The scrip had, however, underperformed the market in past one quarter, rising 1.1% as against Sensex's 7.51% surge.

The large-cap company has equity capital of Rs 1752.60 crore. Face value per share is Rs 10.

Mangalore Refinery and Petrochemicals' (MRPL) turnover jumped 37% to Rs 18758 crore in Q3 December 2012 over Q3 December 2011. MRPL's gross refining margin (GRM) tumbled to $1.89 per barrel in Q3 December 2012 from $7.24 per barrel in Q3 December 2011. The GRM has been lower during the quarter mainly on account of inventory loss, MRPL said. Given that all the secondary processing units of Phase III projects had not become operational during the quarter it resulted in increase of product export with lesser realization, MRPL said. Increase in depreciation and interest cost on the capitalized units was another reason for the company reporting reverse turnaround in Q3 December 2012.

The progressive commissioning schedule of MRPL Phase III expansion project is progressing well and only few units are remaining to be commissioned, MRLP said. The overall project progress as on 15 January 2013 is 97.80 %. The commissioning of DHDT has been completed during this quarter. The trial operation of one of the gas turbine generator has been started. However the progress of CPP by Bharat Heavy Electricals (Bhel) continues to be critical and has delayed the commissioning schedule, MRPL said. The overall progress of polypropylene project has reached 85% as on 15 January 2013.

Mr. Sudhir Vasudeva, Chairman, MRPL while complimenting the Team MRPL for achieving an excellent physical performance during the period, expressed words of caution as the company has incurred losses after a decade of profitable operation as result of adverse market condition and high volatility of crude and product prices and exchange rate variation. He also thanked all the stakeholders for their unstinted support and confidence in MRPL and wished the company will overcome this position in the shortest possible time.

MRPL, located in Mangalore city, is a grass-root refinery and is a subsidiary of state-run ONGC. ONGC holds 71.63% stake in MRPL (as per the shareholding pattern as on 31 December 2012).

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First Published: Feb 01 2013 | 11:32 PM IST

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