Saturday, October 27, 2012

RIL Q2 net drops 6% YoY on poor gas output, lower margins


Reliance Industries  (RIL) has posted its fourth consecutive year-on-year drop in its September quarter profit on declining natural gas output from its KG-DG fields and poor petchem margins.

Net profit fell 5.7 per cent to Rs 5376 crore,YoY. Sales were however up 15.4% to Rs 93265 crore, YoY. The numbers got a boost from other income which almost doubled to Rs 4016 crore, YoY primarily due to higher average liquid investment

The company's refining segment recorded gross refining margins at USD, 9.5/bbl versus USD 10.1/bbl, YoY.

Mukesh Ambani, CMD, RIL in a statement said, " Despite current weakness in global economies, we continue  to invest in our long-term growth projects to deliver sustainable value to our shareholders."

Shares of the company closed the day up 0.5% to Rs 823.20 ahead of the earnings announcement.

Meanwhile, have a look at segment wise performance of the company

Exploration and Production:- The vertical recorded 36.7% drop in revenues to Rs 2254 crore,YoY. EBIT margins also declined 38.4% versus 43%. The company said output from its flagship field KG-D6 declined 36% due to technical glitches.

Refining and marketing business: Sales in this segment grew 23.1% to Rs 83878 crore due to higher prices and better volumes. Gross refining margins or GRMs was down to USD 9.5/bbl versus USD 10.1/bbl. GRMs--the difference between the cost of processing crude and the revenue from selling finished petroleum products is considered a key source of income for the company.

Petchem division: Sales rose 4.7% to Rs 22058 crore. EBIT margin declined to 8% as compared to 11.8%, YoY due to the base effect of higher prices. Petchem business is seeing a slow cycle and due to political problems in China. Also, an increase in naphtha prices and cheaper exports from the US made matters worse for naphtha crackers in Europe and Asia.


Source: www.moneycontrol.com

Thanks,
Gaurav Agarwal
Head Dealer
DENIP Consultants Pvt Ltd

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