Wednesday, May 12, 2010

BAJAJ AUTO TURNS OUT FANTASTIC PERFORMANCE IN FY 10




Bajaj Auto Limited
FY 09 VS FY 10
COMPARISON
NSE Symbol        BAJAJ-AUTO
Result Type        Audited, Cumulative, Non-Consolidated
REVIEW
Bajaj Auto has performed  excellently  in FY 10 compared to FY 09.


 Net sales has increased from Rs.8436.94 Cr to Rs.11508.50 YOY.


Total expenditure has increased from Rs.7748.06 Cr to Rs.9467.49 Cr YOY.


Net profit has risen very smartly  from Rs.654.50 Cr  in FY 09 to Rs. 1700.11 Cr in FY10


Based on this, the Basic EPS has risen from Rs.45.2 in FY 09  to Rs. 117.7 for the FY 10.


Dividend % has been increased by the company from  220% last year (FY 09) to 400 % in FY 10.


The consolidated figures are also available in the announcement section below.


The quarterly results indicate that  Sales, Net profits and EPS have risen very smartly in the 3rd quarter and then, in 4th Quarter. The 4th Q EPS of 36.7 is the highest of all.


At the current price of Rs.2146 on a face value of Rs.10, the P/E ratio comes to18.23. This is normally not a great valuation for such a star performer. However, market has not given any better valuation to Maruti, which has also turned in excellent performance .


But contrary to market pessimism, April sales have also been excellent in Auto sector for star performers like Bajaj Auto, Maruti, Hero Honda and M&M. The Indian economy is on good uptrend and demand growth is excellent. The rural market is still remaining untapped to a great extent. The export performances have  been quite good and may further pick up to diversified range of countries. Hence, a P/E ratio of 20 may not be any thing  big for such star performers in Auto sector.


Bajaj Auto is constantly innovating its 2 wheeler and  3 wheeler range in 2009-2010. Its ultra low cost car is expected to hit the roads in 2012 and compete with TATA Nano.This car is aimed not only at Indian markets, but also a few foreign markets.


RESULTS IN NUMBERS

FY 09(in lakhs)::Description::FY 10(in lakhs)
843694  Net Sales ::         1150850
37342    Other Operating Income  ::         41248
2449       Increase/Decrease in SIT & WIP  ::  -4760
606462  Raw Materials  ::  769823
37436    Purchase of traded goods ::        41981
35436    Employees Cost :: 39946
12979    Depreciation ::  13645
80044    Other Expenditure :: 86114
774806  Total Expenditure  ::       946749
12190    Other Income ::   12250
2101       Interest                   ::  598
20510    Exceptional items ::        16150
95809    P B T  ::  240851
30161    Tax Expense ::   70750
65648    P A T ::  170101
198         Extraordinary Items ::    90
65450    Net Profit ::   170011
220         Dividend (%)     400
10           Face Value (in Rs.) ::       10
14468    Paid-up Equity :: 14468
172501  Reserves  ::         278366
45.2        Basic EPS  :: (in Rs.) :: 117.7

QUARTERLY RESULTS COMPARISON

Q/ E    :: 31-Mar-10 :: 31-Dec-09 :: 30-Sep-09 :: 30-Jun-09 :: 31-Mar-09
Net Sales  ::        329045  :: 316584 :: 279322  :: 225899 ::    178754
Total Exp  :: 265908 :: 260770 :: 228458  :: 191613 :: 163909
Net Profit  :: 52865 :: 47514 :: 40283 :: 29349 ::      13021
Basic EPS :: 36.7 :: 32.8   :: 27.8    :: 20.3    :: 9

ANNOUNCEMENTS TO THE EXCHANGE

12-05-2010         Bajaj Auto Limited has informed the Exchange that the Board of Directors of the Company , at its meeting held on May 12, 2010 have recommended a dividend of Rs.40 per share (400%) subject to approval of shareholders. 


12-05-2010         Bajaj Auto Limited has informed the Exchange regarding a press release dated May 12, 2010, with respect to the Audited Financial of the Company for the Quarter & Year ended March 31, 2010.


12-05-2010         Bajaj Auto Limited has informed the Exchange regarding the standalone Results for the quarter ended on 31-MAR-2010 as follows: Net Sales of Rs. 329045 lacs for quarter ending on 31-MAR-2010 against Rs. 178754 lacs for the quarter ending on 31-MAR-2009. Net Profit / (Loss) of Rs. 52865 lacs for the quarter ending on 31-MAR-2010 against Rs. 13021 lacs for the quarter ending on 31-MAR-2009.


12-05-2010         Bajaj Auto Limited has informed the Exchange regarding the consolidated Results for the year ended on 31-MAR-2010 as follows: Net Sales of Rs. 1154316 lacs for year ending on 31-MAR-2010 against Rs. 844603 lacs for the year ending on 31-MAR-2009. Net Profit / (Loss) of Rs. 159460 lacs for the year ending on 31-MAR-2010 against Rs. 53579 lacs for the year ending on 31-MAR-2009.


12-05-2010         Bajaj Auto Limited has informed the Exchange regarding the standalone Results for the year ended on 31-MAR-2010 as follows: Net Sales of Rs. 1150850 lacs for year ending on 31-MAR-2010 against Rs. 843694 lacs for the year ending on 31-MAR-2009. Net Profit / (Loss) of Rs. 170011 lacs for the year ending on 31-MAR-2010 against Rs. 65450 lacs for the year ending on 31-MAR-2009.



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