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Updated: 05/11/2009 | 12:00 AM IST
RIL deal fuels Cairn India
Capital Market
Thursday, November 05, 2009 (New Delhi)
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The company made this announcement after market hours on Wednesday, 4 November 2009.

Meanwhile, the BSE Sensex was down 102.11 points, or 0.64%, to 15,810.02.

On BSE, 7,932 shares were traded in the counter as against an average daily volume of 6.69 lakh shares in the past one quarter.

The stock hit a high of Rs 268 and a low of Rs 265 so far during the day. The stock had hit a 52-week high of Rs 301.45 on 20 October 2009 and a 52-week low of Rs 122.05 on 21 November 2008.

The large-cap stock had outperformed the market over the past one month till 4 November 2009, rising 1.46% as compared to the Sensex's 7.13% fall. It had also outperformed the market in the past one quarter, rising 10.83% as compared to the Sensex's return of 0.51%.

The company's equity capital is Rs 1896.67 crore. Face value per share is Rs 10.

The current price of Rs 266.80 discounts the company's Q2 September 2009 annualized EPS of Rs 0.66, by a PE multiple of 404.24.

Cairn India will supply crude oil from Mangala field to Reliance Industries (RIL) in Jamnagar, Gujarat. The crude oil will be delivered to RIL's Jamnagar refinery through heated crude oil tankers.

The implied price realization on sale of crude to RIL represents an average 10-15% discount to Brent on the basis of prices prevailing for the six months to September 2009, Cairn said

This agreement is pursuant to the Government of India (GoI)'s approval allowing private refiners to qualify as additional off-takers of the Rajasthan crude, Cairn India said

Cairn India has requested the Government to nominate additional off-take arrangements and the discussions with other private refiners are in progress, it said.

Cairn India had on 29 August 2009 started crude oil production from Mangala oilfield in Rajasthan and is producing 12,000 barrels a day. The company had delivered first cargo of 2,09,000 barrels of crude oil to the state-run MRPL on 8 October 2009.

In early October 2009, Malaysian oil giant Petronas acquired a further 2.3% stake in Cairn India for $240 million. Petronas acquired the stake in Cairn India at Rs 260 per share. With the latest divestment, the holding of parent Cairn Energy in the Indian unit is down to 62.75% while that of the Malaysian firm increased to 14.94%.

Under the terms of the deal, Cairn UK had also agreed to sell to Petronas a 10% interest in its existing 6 operated blocks in offshore Greenland. Petronas has an option to increase its interest to 20% in any development in these blocks, in return for payment of a further consideration.

On 14 October 2009, Cairn India said it secured a funding of $1.6 billion from domestic and overseas lenders for its Rajasthan oil field project.

Cairn India will also use the funds to repay its existing debt of around $850 million, the company said in a press release. The borrowings, with tenure of six years, have been arranged through a combination of dollars and Indian rupees.

Besides securing $850 million from State Bank of India, the company will receive around $500 million from UK's Standard Chartered Bank another $250 million from the World Bank's International Finance Corporation (IFC).

Cairn India's net profit declined 61.8% to Rs 31.09 crore on 64.7% fall in total income to Rs 38.02 crore in Q2 September 2009 over Q2 September 2008. The company declared its results on 29 October 2009.

Cairn India is into exploration and production of crude oil and natural gas in India.

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