Wednesday, December 21, 2011

TCS =TATA CONSULTANCY SERVICES = Q2 / HY 1 FY 2012 RESULTS = EXCELLENT PERFORMANCE = MANY KEY WINS = Huge Growth Prospects




TATA CONSULTANCY SERVICES


TCS has performed very well in the period April to Sept,.2011. 


H.Yly CONSOLIDATED RESULTS
April-Sept.2011

On a consolidated basis,  Net Sales have gone up to Rs.22430.51 Cr –for the Half year ending Sept,2011 compared to Rs.17503.67 Cr – an increase of 28.15%.

But, Total Expenditure has gone up to Rs.16453.24 cr –for HY Sept,2011 –compared to Rs.12651.99 Cr for HY Sep.2010 – an increase of 30.04%.

Profit from Operations has gone up to Rs.5977.27 Cr for HY Sep.2011 – compared to Rs.4851.68 Cr for HY sept.2010 – an increase of  23.2%.

Profit before tax has gone up to Rs.6379.74 cr for HY sept 2011, compared to Rs.        4999.93 cr – an increase of  27.6%

Consolidated Net Profit has gone up to Rs.4715.78 Cr  for HY Sept 2011 – compared to Rs.4075.28 cr in HY Sep 2010  - an increase of 15.72%.

Basic EPS(in Rs.) for HY ending Sept.2011 stands at Rs.24.06 – compared to Rs.20.77 for HY sept 2010 – an increase of 15.84%.

CONSOL-RESULTS TABLE
On half yearly basis

1st HY 12
% dif
Net Sales
2,243,051.00
1,750,367.00
28.15
Employees Cost
869,310.00
645,024.00
34.77
Depreciation
43,970.00
33,399.00
31.65
Other Expenditure
732,044.00
586,776.00
24.76
Total Expenditure
1,645,324.00
1,265,199.00
30.04
Profit from Operation
597,727.00
485,168.00
23.2
Other Income
41,683.00
16,621.00
150.79
Interest
1,436.00
1,796.00
-20.04
Profit before tax
637,974.00
499,993.00
27.6
Tax Expense
161,158.00
86,294.00
86.75
Net Profit
476,816.00
413,699.00
15.26
Minority Interest
5,238.00
6,141.00
-14.7
Shares of Associates
-
30

Consolidated Net Profit
471,578.00
407,528.00
15.72
Face Value (in Rs.)
1
1
0
Paid-up Equity
19,572.00
19,572.00
0
Basic EPS(in Rs.)
24.06
20.77
15.84
Public Shareholding (%)
25.92
25.99
-0.27

RESULTS FOR

QTR = June to Sept,2011

CONSOLIDATED

Demand momentum across markets drives Q2 Revenues to Rs 11,633 cr ($2.52 b) up 25.3% Y-o-Y; up 7.7% Q-o-Q
Volumes increase 6.25% sequentially
International business grows 9% led by major markets
Attrition sharply lower at 13.7%; Gross addition at new high

Ø    Operating Profits at Rs.3,143 crore; Growth of 21.4 % Y-o-Y and 11.4 % Q-o-Q
Ø    Operating Margins at 27%, up 89 basis points
Ø    Profit After Tax at Rs.2,301 crore; Growth of 6.1 % Y-o-Y and (4.7) % Q-o-Q
Ø    Dividend per share of Rs.3
Ø    Earnings Per Share at Rs.11.74

Business Highlights for Quarter Ended September 30, 2011

Ø    $100-million+ customers up 2 to 12; reflects continued traction for full services strategy
Ø    Gross Addition of 20,349 Employees (Net Addition of 12,580 employees)
Ø    High Utilisation rates maintained at 83.1% (excluding trainees)
Ø    35 New Clients added; 1010 active clients

NON-CONSOLIDATED RESULTS (QTRLY)

Net Sales for the 2nd Qtr ending Serpt,2011 stands at Rs.9329.24 cr – an increase of  8.31% over preceding qtr of q1 FY 12; and an increase of 45.52% over Q2 FY 11 (corresponding Qtr).

Total Expenditure stands at  Rs.6842.72 Cr for Q2 FY 12 – an increase of 7.98% over Q1 FY 12; and an increase of  46.71% over Q2 FY 11.

Profit from Operations      stands at rs.2486.52 Cr  for Q2 FY 12 – an increase of  9.21% from Q1 Fy 12; and an increase of  42.35% over Q2 FY 11.

Other Income is huge at Rs.1420.48 cr for Q2 FY 12 – an increase of  451.9% over Q1 FY 12; and increase of  3799.2% over Q2 FY 11.

Profit before tax stands at Rs.3898.53 cr for Q2 FY 12 – an increase of  53.98% over Q1 FY 12; and an increase of  118.87% over q2 FY 11.

Net Profit has gone up to Rs.3187.11 cr in Q2 FY 12 – compared to Rs.2062.43 cr in Q1 FY 12, an increase of  54.53%; and compared to Rs.1556.41 cr in Q2 FY 11, an increase of  104.77%.

Basic EPS for Q2 FY 12 on standalone basis is Rs.16.27 – compared to  Rs.10.52 for Q1 FY 12;  and compared to Rs.7.93 for Q2 FY 11.

Key Wins
                 A leading Global Bank has selected TCS BαNCS platform to implement asset servicing for wholesale banking and securities processing for direct custody.
                Selected by a large broadband and telecommunications player in Europe and Latin America for service management & integration in a deal valuing over $ 100 M.
                TCS BαNCS Insurance product to be implemented across five North Asian countries including China for the Life and Annuities business for a leading UK based life assurance company.
                Won a platform standardization deal to consolidate a diverse footprint for a large US based large insurance company.
                Awarded large contract by a US Fortune 500 medical devices company for end-to-end remote infrastructure services.
                Selected by a large US-based cable operator and home internet service provider as its strategic partner for its OSS/BSS transformation.
                TCS BαNCS portfolio for core banking, fraud monitoring, domestic and international payments was selected by a leading European financial services provider.
                Selected by a global brewing and bottling company as its technology partner to provide infrastructure management services.
                        Selected by a leading generator and marketer of electricity in North America as a strategic partner for application and infrastructure management.

NON-CONSOLIDATED RESULTS
FOR Q/3 SEPT 2011

TCS NON-CON
30-Sep-11
30-Jun-11
% DIF
30-Jun-10
% DIF
Net Sales
932924
861356
8.31
641095
45.52
Employees Cost
342171
320587
6.73
225942
51.44
Depreciation
17387
15726
10.56
11460
51.72
Other Expenditure
324714
297363
9.2
229018
41.79
Total Expenditure
684272
633676
7.98
466420
46.71
Profit from Operations
248652
227680
9.21
174675
42.35
Other Income
142048
25740
451.9
3643
3799.2
Interest
847
236
258.9
194
336.6
Profit before tax
389853
253184
53.98
178124
118.87
Tax expense
71142
46941
51.56
22483
216.43
Net Profit
318711
206243
54.53
155641
104.77
Face Value (In Rs
1
1
0
1
0
Basic EPS
16.27
10.52
54.66
7.93
105.17

Thus, the performance of TCS on stand alone and consolidated basis ,as can be seen from the above, has been EXCELLENT. The momentum in winning New deals is a great strength for TCS. Thus, TCS is always a BUY.

* * *  E N D * * *

`

No comments:

Post a Comment