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Updated: 17/10/2009 | 12:00 AM IST
TCS may gain on stronger-than-expected Q2 results
Capital Market
Saturday, October 17, 2009 (New Delhi)
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India's largest IT exporter by sales Tata Consultancy Services (TCS) may edge higher after the company after market hours on Friday, 16 October 2009, reported stronger-than-expected Q2 September 2009 results. Consolidated net profit as per US accounting standards rose 6.81% to Rs 1623.90 crore on 3.16% growth in revenue to Rs 7435.10 crore in Q2 September 2009 over Q1 June 2009

A total of eleven brokerages had forecast a between 6.8% fall to a 4.9% growth in TCS' consolidated net profit as per US accounting standards at between Rs 1416.30 crore to Rs 1595.40 crore in Q2 September 2009 over Q1 June 2009. Their expectations had peg a between 0.4% to 3.8% growth in revenue at between Rs 7237.70 crore to Rs 7478.40 crore in Q2 September 2009 over Q1 June 2009.

TCS has a good business pipeline and is pursuing 20 to 25 large outsourcing deals, chief executive N. Chandrasekaran said. The management is seeing signs of recovery but it believes it will be slow. The discretionary spent is still tight but there is spent seen in banking, finance services and insurance (BFSI), retail, utility and pharma verticals, TCS said at a conference call after the results. However, a continuous improvement in volumes cannot be expected, it said. The company is seeing stability in demand environment. The management expects to maintain margins at current levels provided there is no adverse rupee movement.

TCS made gross addition of 5,530 employees in Q2 September 2009. The net additions was 320.

The board of directors of the Rural Electrification Corporation on Friday approved the proposed follow-on public offer (FPO) of the state-run company. However, the decision on the public offering of shares is subject to approval of the Government of India, REC said in a statement to the Bombay Stock Exchange (BSE).

The company said it would also convene an extra-ordinary general body meeting (EGM) to get the shareholders' approval. REC plans to raise Rs 3,200 crore through this FPO. It wants to use the proceeds to give loans for financing power projects. At the end of June 2009 quarter, the government held 81.82% stake in the company.

Datamatics Global Services today said its wholly owned subsidiary Datamatics Global Technologies AG has acquired the information technology and IT-enabled services division of German IT consulting company, Devoteam Danet GmbH for an upfront payment of up to $2 million. The balance payment is linked to achievement of sales-linked parameters. The acquisition will be funded through internal accruals.

The new division will add nearly $8-10 million to the topline growth and will be EPS-accretive from the first year itself, the company said. The company expects an incremental profit of $1.2-1.5 million from this acquisition, it said.

Global retail player Mothercare has entered into a joint venture with realty major DLF's retail management firm, DLF Brands, to open standalone stores of the UK-based company in the country. While Mothercare will hold 30% stake in the JV, DLF Brands will have control over the remaining 70%. This will be Mothercare's first venture into exclusive retail chain business in the country.

The joint venture will roll out standalone stores in DLF's shopping malls and other similar locations across the country, Mothercare said in a statement. Mothercare will have an option to increase its shareholding in the JV to 51% in future.

K Sera Sera Productions on Friday said it has concluded placement of 44,75,238 Global Depositary Receipts at US$ 6.70 per Global Depositary Receipts representing 13.42 crore underlying equity shares of Rs 10 each.

Kadamb Constructions has fixed 2 November 2009 as the record date for a 5-for-1 stock split.

Hindustan Oil Exploration Company (HOEC) has announced the commencement of production of natural gas from PY-1 Field in the Cauvery basin. In a communique to the Bombay Stock Exchange (BSE), the company said the natural gas from this field would be supplied to GAIL (India). Five years back, HOEC first got the approval to take over the operatorship of PY-1 Field.

Pursuant to the production sharing contract for PY-1 Field, Chennai Petroleum Corporation (CPCL), is designated as the Government nominee for purchasing the condensate. The company expects PY-1 Field to generate an annual revenue in excess of USD 65-million upon reaching first plateau production. The company said it has 100% operated participating interest in the said field.

Allied Digital Services has raised Rs 231.42 crore by issue of shares to qualified institutional investors at Rs 472.29 per share, at a discount of 3.2% over the closing price of the share on BSE at Rs 488.35 on BSE on Friday, 16 October 2009

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