Wednesday, May 19, 2010

Jindal Drilling And Industries Limited - sales and Profits jump - Q4 Profits jump92.82%




Jindal Drilling And Industries Limited
NSE Symbol           JINDRILL
Result REVIEW :: 2009-10 WITH 2008-09
Result Type Audited, Cumulative, Non-Consolidated
REVIEW
JINDAL DRILLING AND INDUSTRIES has produced excellent progress in 2009-10 compared to 2008-09
Net Sales has increased to Rs.1195.37 Crores in FY 10 from Rs. 777.83 Cr in FY 09,a jump of Rs.417 cr or 53.6 % YOY.
Total Expenditure has increased  to Rs. 1070.83 Cr in FY 10 from Rs.723.78 Cr in FY 09.(+347 cr;+47.93% YOY)
Consequently, Net Profit has jumped to Rs.. 84.14 Cr in FY 10 From Rs.37.34 Cr in FY 09, a jump of 127.03 percent YOY.
Basic EPS has increased to  36.69 from  16.28 YOY on a face value of Rs.5.
This is indeed excellent progress for the company.
An examination of the quarterly figures indicates that the 4th quarter results have contributed excellently for the progress. While net sales has come down in Q4, total expenditure has come down drastically – much more than proportionately, mainly helped by lesser cost of consumption of raw materials.
This has helped the 4th quarter EPS to grow to 13.42 from 6.96 in Q3 (a jump of 92.82%)  and 6.61 in Q4 of FY 09. Whether this rate of EPS will be maintained in future quarters needs to be watched. Next Quarter will reveal the trend.
The order book of the company is quite promising.
If the company can maintain this control on raw materials and improve on its sales, FY 11 will be much better than FY 10.
On the basis of the current market price of Rs.482 and EPS of Rs.36.69, the PE ratio comes to 13.14. There appears to be reasonable scope for price appreciation in the medium term. Investors may keenly watch next quarterly result.
 
 RESULTS IN FUGURES

Description .. FY 10(Rs. in lakhs)…FY 09(Rs. in lakhs)
Net Sales…119537….77783
 Raw Materials…101327… 67435
Employees Cost  … 3711 . . . 2604
Depreciation . . . 1210 . . . 1281
Other Expenditure . . . 835 . . . 1058
Total Expenditure . . . 107083 . . . 72378
Other Income . . . 544 . . . 598
Interest     . . . 187 . . . 267
Tax Expense . . . 4397 . . . 2002
Net Profit : . . . 8414 . . .     3734
Dividend (%) . . . 25 . . .      25
Face Value (in Rs.) . . .5 . . . 5
Paid-up Equity  . . .  1147 . . . 1147
Reserves . . . 33968  . . .     25888
Basic EPS. . . 36.69 . . .       16.28
Diluted EPS . . .  36.69 . . . 16.28

QUARTERLY FIGURES
HOW THEY COMPARE

Q/E 03/10 :: 12/09  :: 09/09  :: 06/09  ::  03/09
Net Sales:: 24535  ::  27897  ::  33667  ::  33438  ::  33364
 Raw Materials::  18517  :: 24146  :: 29207  ::  29457  :: 29541
Total Exp ::  19931  ::  25568  ::   30613 :: 30971   :: 31012
Net Profit :: 3078  :: 1597 :: 2057 :: 1661      :: 1515
Basic EPS  :: 13.42 :: 6.96 :: 8.97 ::  7.24      ::  6.61

ANNOUNCEMENTS TO THE EXCHANGE

19-05-2010        Jindal Drilling And Industries Limited has informed the Exchange that the Board of Directors at its Meeting held on May 19, 2010 have recommended Dividend on Equity Shares @ Rs. 1.25 per share (25%) on 22,931,104 Equity Shares of Rs. 5/- each.         -
28-01-2010        Jindal Drilling And Industries Limited has informed the Exchange that the Board of Directors of the Company in its meeting held on January 28, 2010 considered and approved, interalia, the following: (1) Appointment of Shri Raghav Jindal as one more Managing Director; (2) To set up a subsidiary Company. (3) Appointment of Financial Consultant to evaluate the various options for Financial & Corporate Restructuring of business for de-risking and long term future growth.        -
19-11-2009        Jindal Drilling And Industries Limited has informed the Exchange vide its letter dated November 19, 2009, that: "Jindal Drilling has been awarded a firm order for charter hire of drilling unit 'Noble Ed-holt' from ONGC Ltd. for a period of five years. The total value of the contract is approx. INR 635 Crore. This rig is likely to get deployed in the month of December 2009. With this, the total number of operational rigs will remain five and directional drilling equipment is twenty two and thus the total order book as on date, stands at INR 2850 crore approx, which will be reflected in the financial performance of the company in the coming years".

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