Tuesday, August 9, 2011

M&M Q1 beats street; net up 8% on strong sales growth

Mahindra & Mahindra reported better-than-expected earnings for the first quarter, as net profit rose 8% year-on-year to Rs 604.9 crore helped by strong volume growth across its utility vehicles and farm equipment segments.


Net sales for the April-June quarter rose 30% year-on-year to Rs 6,673.20 crore.

Analysts on average had expected M&M’s first quarter net profit at Rs 582 crore on revenue of Rs 6,588 crore, according to a CNBC-TV18 poll.

Mahindra & Mahindra shares surged post the announcement and were traded up 3.4% at Rs 675.40 on NSE in afternoon trade.

"The growth in profit of the company despite the relentless increase in material costs is due to good volume performance by both vehicles and tractors, and tight control on expenses," the company said.

M&M said its auto sales volumes in April-June rose 21% in the domestic market. It sold 44,407 vehicles in the passenger utility vehicle segment, up 14.3% year-on-year, compared with an industry growth of 5.1%. The company’s exports accelerated nearly 83% to 5,717 units.

Its tractor sales in the first quarter were up 20% year-on-year to 57,500 tractors, outperforming the industry, which saw a sales growth of 13.7%. Mahindra’s tractor exports were up 22.4% to 2,908 units.

The continued rise in cost of raw materials, however, dented M&M’s margins in the quarter. Its EBITDA margin was at 13.3%, compared with 15% earlier.

The company’s raw material costs in the quarter were up 34% year-on-year to Rs 4,373.02 crore. Expenses towards purchase of traded goods more than doubled to Rs 718.89 crore.

OUTLOOK

M&M said the tight monetary policy of the Reserve Bank of India in recent months has led to sharp rise in loan rates with "inevitable adverse impact on domestic demand and industrial growth."

However, as prospects for agricultural and services sector remain "reasonably robust," its business outlook for the year remains "positive but watchful," M&M said.

Source: www.moneycontrol.com

Thanks,
Gaurav Agarwal
Head Dealer
DENIP Consultants Pvt Ltd

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