Saturday, July 21, 2012

Bajaj Auto Q1 net up 1% despite export slump


Bajaj Auto Ltd, India's second-largest motorcycle maker, reported flat net profit for the June quarter, but saw its shares jump as its profit margin weathered a slump in exports of its lucrative commercial vehicles.

Shares in Bajaj turned positive and rose as much as 3.2% after the company said net profit during the quarter rose 1% to Rs 718 crore, and that its industry-topping profit margins had risen.

"The market was expecting margins to suffer, but they have stayed intact," said Umesh Karne, industry analyst at Brics Securities in Mumbai. "Exports are a worry, but the company expects them to improve by the end of the next quarter."

Net sales rose 4% to Rs 4,714 crore. Analysts, on average, had expected profit of Rs 791 crore, according to data from Thomson Reuters I/B/E/S.

The company's operating margin for the quarter stood at 19.4%, up from 19.1% a year previously.

Shares in Bajaj, valued at around USD 7.6 billion, were up 2.8% at 0728 GMT in a flat Mumbai market, the benchmark index's biggest percentage gainer. The stock was down as much as 1.4% before the results.

Bajaj, the world's biggest manufacturer of three-wheeled rickshaws used for passenger and goods transportation, said exports of the vehicles fell 41% in the quarter, hit by a tax hike in Sri Lanka and political instability in Egypt.

"Bajaj Auto, along with its distributor, has undertaken pro-active measures like rationalising the end-user cost of vehicles in Sri Lanka," the company said in a statement, adding that it expected sales to return to normal levels by September.

Sales of its motorcycles in India fell 1% during the first quarter of the fiscal year that began in April, against 6% growth in the overall market.

Bajaj and its local rivals Hero MotoCorp and TVS Motor are starting to come under pressure from Japanese manufacturers such as Honda Motor as they ramp up activity in the fast-growing market.



Source: www.moneycontrol.com

Thanks,
Gaurav Agarwal
Head Dealer
DENIP Consultants Pvt Ltd

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