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Thursday, February 23, 2012

Reliance Infrastructure Ltd:Buy/sell/growth prospects and recommendation,news and results,target and analysis,view and outlook,multibagger

Scripscan:Reliance Infrastructure Ltd

Story:Reliance Infra reported consololidated revenue of Rs 6,130 crore (+41%) as compare to estimates of Rs 4,356 crore, primarily driven by electrical segment (+12% vs. expt) and EPC segment (+96% vs. expt). Infra BOT assets revenue is inline to estimates.EBITDAM fell by 193 bps (YoY) on account of higher subcontract costs,however electrical segment margins has improved by 680 bps (QoQ) in Q3FY12.Reported PAT is Rs 408.3 (+1%, YoY), primarily impacted by higher interest and tax cost.EPC revenue, Rs 2,939 crore (+96% vs. expt), drive the operational performance in Q3FY12 on account of better execution in Rpower projects. The order backlog of Rs 21,155 crore improves the visibility for next 2.5 years. The order backlog is divided into verticals like power (9,900 MW), transmission (1,500 km) and road (570 km). Energy business reported improvement of 680 bps margins primarily fall in energy purchased cost (-17% YoY), increase in wheeling income (Rs 59 crore, +90% YoY) and levying of cross subsidy charge (Rs 29 crore). The company sold 1,599 mn (-11.2 YoY) units in Mumbai & 3,358 mn (+8.4 YoY) units in Delhi. BOT assets reported Rs 85 crore (+96% YoY), further addition of Mumbai metro into BOT portfolio will add value for the company.Consolidated EPS is expected to hit Rs 68.0 & 76.0 (from Rs 67.5 & Rs 84.1) for FY12E & FY13E respectively based on increase in EPC revenue and debt on consolidated basis.

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