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Updated: 30/10/2009 | 12:00 AM IST
RIL slips on on fourth consecutive fall in profit
Capital Market
Friday, October 30, 2009 (New Delhi)
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The result was announced after trading hours on Thursday, 30 October 2009.

Meanwhile, the BSE Sensex was up 200.54 points, or 1.25%, to 16253.26.

On BSE, 2.96 lakh shares were traded in the counter as against an average daily volume of 11.39 lakh shares in the past one quarter.

The stock hit a high of Rs 2020 and a low of Rs 1966 so far during the day. The stock had hit a 52-week high of Rs 2490 on 19 May 2009 and a 52-week low of Rs 1021 on 21 November 2008.

The stock had underperformed the market over the past one month till 29 October 2009, falling 7.49% as compared to the Sensex 4.75% fall. It underperformed the market in past one quarter, rising 4.03% as against 5.79% rise in the Sensex.

India's largest private sector company by market capitalistion and oil refiner has an equity capital of Rs 1643.12 crore. Face value per share is Rs 10.

The current price of Rs 1982 discounts the company's Q2 September 2009 annualised EPS of Rs 93.78, by a PE multiple of 21.13.

Net profit of Reliance Industries (RIL) fell 6.4% to Rs 3852 crore on a 4.8% increase in sales to Rs 46848 crore in Q2 September 2009 over Q2 September 2008. Gross refining margins (GRM) fell to $6 a barrel, the lowest in at least five years, Q2 September 2009 from $13.4 a barrel in Q2 September 2008. The GRM is the difference in the price of refined product and the cost of buying crude.

The earnings met market estimates as gas production from its east coast field helped offset lower refining margins. Its refining business, the largest contributor to revenues increased 8.9% to Rs 39,564 crore in Q2 September 2009. Revenues from petrochemicals increased 14.2% to Rs 13,340 crore during the period under review. On the other hand, revenues from oil & gas more than tripled to Rs 2,937 crore as against Rs 1,864 crore in the corresponding period last year.

RIL, controlled by billionaire Mukesh Ambani, agreed to buy crude at higher prices last year on hopes demand would remain robust. But a slowing global economy and a sharp fall in crude prices meant the cargoes were worth much less than when they were purchased, leading to inventory losses.

Crude oil prices in the latest second quarter averaged $68 per barrel, down 43% year-on-year. Oil prices had touched their peak of $147 a barrel in July last year.

RIL said the quarterly profit figure does not include the Rs 2941 crore profit from its recent sale of 1.5 crore treasury shares.

RIL operates a 660,000-barrel-a-day refinery in Jamnagar in the western state of Gujarat. It began operations last December at a second refinery in the same complex that can process 580,000 barrels a day.

RIL processed 27.63 million metric tons of crude in the second quarter, compared with 16.34 million tons a year earlier.

RIL's other income jumped 315% to Rs 628 crore in Q2 September 2009 from Rs 151 crore Q2 September 2008 due to higher interest income from its cash and cash equivalents. RIL holds cash and cash equivalents of Rs 19,421 crore via various instruments including fixed deposits and government securities.

RIL began production at the D6 block in the Krishna-Godavari basin off India's east coast last April 2008 and is currently producing about 42 million metric standard cubic meters of gas a day.

The company produced 4,813 million metric standard cubic metres (mmscm) of natural gas and 222,104 tons of crude oil in the quarter from the D6 block.

RIL is currently locked in a legal dispute with Reliance Natural Resources and NTPC, which want gas to be delivered to them at $2.34 per million metric British Thermal Unit (mmBtu), based on some contractual agreements.

RIL says it can sell gas only at the government-mandated price of $4.20 per mmBbtu.

Late last month, RIL had signed a pact with state-run utility NTPC to supply gas for some of the power plants of NTPC, for five years.

RIL will supply 0.61 mmscmd to NTPC at a price of $4.20 per mmBtu. The quantities and price of gas under the Gas Sale & Purchase Agreements (GSPAs) signed for five years are as approved by the government, RIL said.

RIL manufactures petrochemicals, synthetic fibers, fiber intermediates, textiles, blended yarn and polyester staple fiber. The company also owns a petroleum refinery cum petrochemicals complex in Jamnagar, Gujarat that produces a wide range of products such as gasoline, superior kerosene oil and liquefied petroleum gas.

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