Monday, October 29, 2012

Geometric Q2 net down 13% to Rs 17.88 cr, stock falls 15%


Software services provider Geometric has disappointed the street by reporting sharp fall in margins and profits sequentially in the second quarter of FY13. Profit after tax fell by 13.4 percent quarter-on-quarters to Rs 17.88 crore in the quarter.

Dollar revenues declined 0.3 percent to USD 47.67 million from USD 47.8 million while rupee revenues rose by 0.3 percent to Rs 261.5 crore from Rs 260.8 crore during the same period.

Earnings before interest, tax, depreciation and amortization (EBITDA) dropped to Rs 42.1 crore from Rs 45.2 crore and EBITDA margin fell by 130 basis points QoQ to 16.1 percent in the September quarter.

Geometric has lost an order worth USD 3.6 million during the quarter, which was to be executed over a period of one year. This happened due to quality problems in execution and therefore unsatisfactory performance on our part. Consequently we not only lost the follow-on order but we had to give a rebate of USD 650K, which affected both our revenues in the current quarter, as also our profitability," the company said in its press release.

The company saw softness in demand from largest customer in North America. "We expect this softness to continue for the next two quarters and will adversely impact our revenues by at least USD 1 million per quarter," the company added.

Geometric has maintained its guidance saying re-iterated revenue growth to be between 16-18 percent in USD terms but EPS growth will be higher than 10 percent, barring significant volatility in the rupee.

At 15:05 hours IST, the share plunged 11.64 percent to Rs 99.85 amid high volumes on the Bombay Stock Exchange, which has fallen 15 percent intraday.

But the stock still gained more than 100 percent in last one year due to pick up in earnings and increasing of stake by Rakesh Jhunjhunwala.

Source: www.moneycontrol.com

Thanks,
Gaurav Agarwal
Head Dealer
DENIP Consultants Pvt Ltd


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