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RIL drops amid volatility after Q3 results

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Capital Market
Last Updated : Jan 19 2015 | 9:45 AM IST

Reliance Industries fell 0.35% to Rs 866 at 9:16 IST on BSE after consolidated net profit fell 4.5% to Rs 5256 crore on 20.4% decline in revenue to Rs 96330 crore in Q3 December 2014 over Q3 December 2013.

The Q3 result hit the market after market hours on Friday, 16 January 2015.

Meanwhile, the S&P BSE Sensex was up 145.92 points or 0.52% at 28,267.81.

On BSE, so far shares were traded in the counter as against average daily volume of 3.91 lakh shares in the past one quarter.

The stock was volatile. The stock lost as much as 0.46% at the day's low of Rs 865 so far during the day. The stock rose as much as 0.57% at the day's high of Rs 874 so far during the day. The stock had hit a 52-week high of Rs 1,142.50 on 16 May 2014. The stock had hit a 52-week low of Rs 794 on 28 February 2014.

The stock had underperformed the market over the past one month till 16 January 2015, advancing 0.57% compared with Sensex's 5.01% rise. The scrip had also underperformed the market in past one quarter, declining 6.79% as against Sensex's 8.16% rise.

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The large-cap company has equity capital of Rs 3235.36 crore. Face value per share is Rs 10.

Reliance Industries (RIL) attributed the decline in revenue in Q3 December 2014 to a sharp 30% fall in benchmark oil price. Exports from India declined 21.5% to Rs 58507 crore in Q3 December 2014 over Q3 December 2013.

Operating profit before other income and depreciation rose 0.4% to Rs 8689 crore in Q3 December 2014 over Q3 December 2013.

The company's gross refining margin (GRM) dropped to $7.3 a barrel in Q3 December 2014 from $8.3 a barrel in Q2 September 2014 and from $7.6 a barrel in Q3 December 2013.

RIL said that Q3 December 2014 witnessed heightened volatility across the hydrocarbon business. Benchmark crude oil prices declined by around 40% through the quarter, with consequent impact on petrochemical feedstock and product prices, the company said. While headline deltas were strong, declining feedstock prices impacted buying sentiment across product categories, it said. Downstream converters ran down inventories, operating at minimal stock levels, the company added. RIL, in line with its operating strategy, aggressively sold down stocks to maintain optimal levels of inventory, which impacted realized deltas and margins for products, the company said in a statement. This coupled with lower holding value of closing-stock impacted performance of refining and petrochemicals businesses, RIL said in a statement.

Commenting on the company's Q3 results, Mukesh D. Ambani, Chairman and Managing Director, RIL said, "Our focus on operational efficiency and the superior configuration of assets helped us deliver an industry-leading performance in the refining and petrochemicals business despite sharp decline in crude and feedstock prices. The performance also highlights the robustness of our risk management and proficiency of people and processes across the integrated chain. We continued to advance our refining and petrochemicals business capital investments, which will come to fruition over the next 4-6 quarters. These investments demonstrate our commitment to creating value through business cycles. During the quarter, Reliance Retail registered YoY growth of 19% in turnover with improved margins and profitability".

RIL's outstanding debt as on 31 December 2014 was at Rs 150007 crore compared to Rs 138761 crore as on 31 March 2014. Cash and cash equivalents as on 31 December 2014 were at Rs 78691 crore. These were in bank deposits, mutual funds, CDs and Government securities/bonds, RIL said in a statement.

RIL is into petroleum refining and marketing, exploration & production and manufacture of petrochemicals.

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First Published: Jan 19 2015 | 9:12 AM IST

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