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RIL extends Wednesday's gains

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Capital Market Mumbai
Last Updated : Apr 22 2013 | 2:44 PM IST

Meanwhile, the BSE Sensex was up 42.91 points or 0.22% at 19,757.15.

On BSE, 4.33 lakh shares were traded in the counter as against average daily volume of 4.13 lakh shares in the past one quarter.

The stock hit a high of Rs 860 and a low of Rs 845 so far during the day. The stock had hit a 52-week high of Rs 881 on 17 September 2012. The stock had hit a 52-week low of Rs 671 on 8 May 2012.

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The stock had outperformed the market over the past one month till 2 January 2013, surging 6.78% compared with the Sensex's 1.94% rise. The scrip had, however, underperformed the market in past one quarter, rising 1.58% as against Sensex's 4.73% gain.

The large-cap company has equity capital of Rs 3228.51 crore. Face value per share is Rs 10.

Shares of Reliance Industries (RIL) have risen 2.21% in two trading sessions from Rs 840.65 on 1 January 2013, after a committee set up under the chairmanship of Dr C. Rangarajan, Chairman, Economic Advisory Council to the Prime Minister to look into the Production Sharing Contract Mechanism in petroleum industry, suggested major changes in the current Production Sharing Contract Mechanism and changes in gas pricing. The stock had risen 0.84% to settle at Rs 847.75 on Wednesday, 2 January 2013.

With regard to gas pricing, the committee has suggested an unbiased arm's length price based on an average of two prices, which can be interpreted as alternative estimates of an arm's length price for the Indian producer. The relevant price in this context would be the price producers receive in other gas-producing destinations. One price would be derived from the volume-weighted net-back price to producers at the exporting country well-head for Indian imports for the trailing 12 months. The other would be the volume-weighted price of US's Henry Hub, UK's NBP and Japan Custom Cleared (on net-back basis, since it is an importer) prices for the trailing 12 months. The arm's length price thus computed as the average of the two price estimates would apply equally to all sectors, regardless of their prioritisation for supply under the Gas Utilisation Policy, the committed has said in its report. The suggested formula will apply to pricing decisions made in future, and can be reviewed after five years when the possibility of pricing based on direct gas-on-gas competition may be assessed, the committee has said.

Since cost recovery is at the root of the current Production Sharing Contract (PSC) Mechanism, the committee has proposed to dispense with cost recovery mechanism and replacing it with sharing of the overall revenues of the contractor without setting off any costs. The share will be determined through a competitive bid process for future PSCs. The bids will be made in a bid matrix, in which the bidder will offer different percentage revenue shares for different levels of production and price levels. The bids will have to be progressive with respect to both volume of production and price level. This will ensure that as the contractor earns more, Government gets progressively higher revenue, and will also safeguard government interest in case of a windfall arising from a price surge or a surprise geological find. Investor interests should remain unaffected, since investors will be free to bid the Government share, and they will also have a more hassle-free operational environment.

The committee has also recommended that an extended tax holiday of 10 years, as against 7 years already available for all blocks, be granted for blocks having a substantial portion involving drilling offshore at a depth of more than 1,500 metres, since cost of a single well can be as high as $150 million. Further, the committee has recommended extending the timeframe for exploration in future PSCs for frontier, deep-water (offshore, at more than 400 m depth) and ultra-deep-water (offshore, at more than 1,500 m depth) blocks from eight years currently, to ten years.

RIL's net profit fell 5.7% to Rs 5376 crore on 15% growth in net sales to Rs 90335 crore in Q2 September 2012 over Q2 September 2011.

RIL's activities span exploration and production of oil and gas, petroleum refining and marketing, petrochemicals (polyester, fibre intermediates, plastics and chemicals), textiles, retail and infotel. RIL is the largest polyester yarn and fibre producer in the world and among the top five to ten producers in the world in major petrochemical products.

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First Published: Jan 03 2013 | 11:32 PM IST

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