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Tata Steel jumps after Q4 results

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Capital Market
Last Updated : May 24 2013 | 10:30 AM IST

The result was announced after market hours on Thursday, 23 May 2013.

Meanwhile, the S&P BSE Sensex was up 15.36 points, or 0.08%, to 19689.69.

On BSE, 5.30 lakh shares were traded in the counter as against an average daily volume of 8.24 lakh shares in the past one quarter.

The stock hit a high of Rs 319.40 and a low of Rs 310.40 so far during the day. The stock had hit a 52-week high of Rs 454.90 on 4 July 2012. The stock had hit a 52-week low of Rs 292.70 on 16 April 2013.

The stock fell 5.01% in the preceding three sessions to Rs 299.50 on 23 May 2013, from a recent high of Rs 315.30 on 20 May 2013.

The stock had underperformed the market over the past one month till 23 May 2013, sliding 2.93% compared with the Sensex's 2.58% rise. The scrip had also underperformed the market in past one quarter, falling 17.82% as against Sensex's 1.85% rise.

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The large-cap company has an equity capital of Rs 971.21 crore. Face value per share is Rs 10.

Tata Steel reported consolidated net loss of Rs 6529 crore in Q4 March 2013, as against net profit of Rs 433 crore in Q4 March 2012. Turnover rose 1.91% to Rs 34650 crore in Q4 March 2013 over Q4 March 2012.

Consolidated earnings before interest, taxation, depreciation and amortization (EBITDA) margin improved to 12.6% in Q4 March 2013, from 10.1% in Q4 March 2012 and 7% in Q3 December 2012.

Tata Steel reported consolidated net loss of Rs 7058 crore in the year ended 31 March 2013 (FY 2013), as against net profit of Rs 5390 crore in the year ended 31 March 2012 (FY 2012). Turnover rose 1.36% to Rs 1.34 lakh crore in FY 2013 over FY 2012. EBITDA declined 6.49% to Rs 12654 crore in FY 2013 over FY 2012. EBITDA margin declined to 9.4% in FY 2013, from 10.2% in FY 2012.

Tata Steel monetised its portfolio by selling part of its stake in Titan Industries to realise profits of Rs 962 crore in FY 2013.

The primary reason behind Tata Steel reporting net loss in Q4 March 2013 and FY 2013 was due to the non-cash impairment charge of Rs 8356 crore in Q4 March 2013. Tata Steel said that the Eurozone crisis has pushed regional economies in Europe and UK into a recession and the current steel demand is almost 30% lower than the pre-2008 financial crisis level. These severely depressed conditions are expected to continue over the short-to-medium term and have led to a downward revision of cashflow expectations and the valuation of the Groups' European operations.

Reflecting these conditions, the Group took an impairment charge of Rs 8356 crore in Q4 March 2013. This is a non-cash charge and does not affect any of its financial covenants and its funding position, the company said. A significant portion of this impairment charge relates partly to the goodwill created on the acquisition of Corus Group plc in 2007 and partly to the assets of the business units that have been adversely affected by the severe contraction in demand, especially in the construction sector, Tata Steel said. The balance impairment relates to the assets in Tata Steel KZN in South Africa, Tata Steel Thailand and Tata Metaliks for Redi Plant, the company added.

During FY 2013, Tata Steel Group raised Rs 31799 crore of debt from various banks and financial markets taking its gross debt to Rs 66074 crore. An amount of Rs 15472 crore was incurred on capital expenditure (capex) and Rs 27099 crore was utilised towards repayment of principal obligations, Tata Steel said in a statement. The closing cash and cash equivalents as of 31 March 2013 stood at Rs 10652 crore. The net debt as of 31 March 2013 stood at Rs 55421 crore, as against net debt of Rs 47657 crore as of 31 March 2012.

Tata Steel Group has also secured above Rs 24000 crore through significant financing deals in April and May 2013, the company said in a statement.

The Group was able to successfully negotiate financial closure for its 6 mtpa Kalinga Project. It has tied up Rs 22800 crore of project financing with a consortium of 21 banks and financial institutions. This will meet the funding requirement of both the phases of the project, Tata Steel said in a statement.

Tata Steel Managing Director Mr. HM Nerurkar said, "Despite the weakening market conditions in the last year, the Indian operations posted a strong growth in production and deliveries. Our investment over the years in customer relationship building, developing distribution chain, undertaking market research and retail focus paid dividend through the significant sequential increase in deliveries in the last quarter. I convey my heartiest congratulations to all the employees for achieving this commendable performance. The brownfield expansion is now fully ramped up and we are committed to commissioning the greenfield plant in Odisha on schedule. The South East Asian operations have performed well with improving demand, product differentiation, efficiency improvement and restructuring measures."

Tata Steel Europe MD & CEO Dr Karl-Ulrich Kler said, "Europe's economic deterioration last year reversed the modest recovery in European steel demand that had been going on since 2009 and our deliveries fell as a consequence. We acted decisively in response to the renewed downturn by focusing intensely on costs and cash flow management. We took $250 million of cost out of the business and reduced our steel stocks to record lows by year-end. We also acted to restructure our support functions and asset base. But we did not allow the downturn to divert us from our longerterm objective of building an all-weather business. We invested significantly in improvements to our operational base and we made substantial progress in strengthening our long-term relationships with end customers in our chosen sectors. And we increased the proportion of high-value, differentiated products and services in our sales, which have risen by almost 20% in the last two years. These improvements have given us a firmer foundation as we enter another tough year of subdued steel demand in Europe."

Tata Steel's board of directors at a meeting held on Thursday, 23 May 2013, recommended dividend of Rs 8 per share for FY 2013.

Tata Steel Group is among the top-ten global steel companies with an annual crude steel capacity of over 26.5 million tonnes per annum (mtpa). It is now the world's second-most geographically-diversified steel producer, with operations in 26 countries and a commercial presence in over 50 countries.

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First Published: May 24 2013 | 9:34 AM IST

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