Results tracker 16.11.11

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Q2FY12

Results Announced on 15th Nov 2011 (Rs Million)
Kingfisher Airlines
Quarter ended Year to Date Year ended
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 15281.6 14337.19 6.59 34098.01 30742.97 10.91 63596.41 50898.74 24.95
Other Income 1020.95 819.41 24.6 1314.6 978.59 34.34 1359.22 1811.67 -24.97
PBIDT -2698.78 544.67 -595.49 -2652.52 1538.81 -272.37 1402.69 -6962.47 -120.15
Interest 3343.81 3622.61 -7.7 6401.83 6844.97 -6.47 13129.4 10965.05 19.74
PBDT -6152.29 -3093.02 98.91 -9188 -5082.84 80.77 -12797.45 -22006.28 -41.85
Depreciation 785.29 529.87 48.2 1650.75 1178.74 40.04 2410.38 2172.88 10.93
PBT -6937.58 -3622.89 91.49 -10838.75 -6261.58 73.1 -15207.83 -24179.16 -37.1
TAX -2250.9 -1314.72 71.21 -3516.64 -2079.94 69.07 -4933.85 -7706.95 -35.98
Deferred Tax -2250.9 -1314.72 71.21 -3516.64 -2079.94 69.07 -4934.18 -7646.33 -35.47
PAT -4686.68 -2308.17 -103.05 -7322.12 -4181.64 -75.1 -10273.98 -16472.21 37.63
Equity 4977.79 2659.09 87.2 4977.79 2659.09 87.2 4977.79 2659.09 87.2
PBIDTM(%) -17.66 3.8 -564.87 -7.78 5.01 -255.41 2.21 -13.68 -116.12

The Revenue for the quarter ended September 2011 of Rs. 15281.60 millions grew by 6.59 % from Rs. 14337.19 millions.The Net Loss for
the quarter ended September 2011 is Rs. -4686.68 millions as compared to Net Loss of Rs. -2308.17 millions of corresponding quarter
ended September 2010Operating profit Margin for the quarter ended September 2011 slipped to -2698.78% as compared to 544.67% of
corresponding quarter ended September 2010.

Shree Renuka Sugar
201109 201009 % Var 201109 201009 % Var 201109 201009 % Var
Sales 11273 14393 -21.68 46848 55112 -14.99 46848 55112 -14.99
Other Income 90 44 104.55 5 867 -99.42 5 867 -99.42
PBIDT 609 374 62.83 4376 7244 -39.59 4376 7244 -39.59
Interest 409 202 102.48 2012 825 143.88 2012 825 143.88
PBDT -528 172 -406.98 1636 6419 -74.51 1636 6419 -74.51
Depreciation 232 227 2.2 895 815 9.82 895 815 9.82
PBT -760 -55 1281.82 741 5604 -86.78 741 5604 -86.78
TAX -187 -136 37.5 246 1504 -83.64 246 1504 -83.64
Deferred Tax 0 0 0 0 0 0 0 0 0
PAT -573 81 -807.41 495 4100 -87.93 495 4100 -87.93
Equity 671 670 0.15 671 670 0.15 671 670 0.15
PBIDTM(%) 5.32 2.54 109.35 9.2 12.86 -28.48 9.2 12.86 -28.48

The sales declined to Rs. 11273.00 millions for the September 2011 quarter as compared to Rs. 14393.00 millions during the corresponding
quarter last year.The Net Loss for the quarter ended September 2011 is Rs. -573.00 millions as compared to Net Profit of Rs. 81.00 millions
of corresponding quarter ended September 2010OP of the company witnessed a marginal growth to 609.00 millions from 374.00 millions
in the same quarter last year.

Please refer to important disclosures at the end of this report For Private circulation Only For Our Clients Only

Mansukh Securities and Finance Ltd SEBI Regn No. BSE: INB010985834 / NSE: INB230781431
Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 PMS Regn No. INP000002387
Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com
Website: www.moneysukh.com

Results Tracker Q2FY12

Jai Balaji Inds
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 6530.77 4953.57 31.84 12449.19 9097.54 36.84 21734.53 19229.77 13.03
Other Income 3.13 2.62 19.47 4.93 17.47 -71.78 57 59.5 -4.2
PBIDT 264.01 664.28 -60.26 1139.51 1298.21 -12.22 3433.74 2498.67 37.42
Interest 569.88 340.91 67.16 1066.6 640.34 66.57 1448.71 1313.52 10.29
PBDT -305.87 323.37 -194.59 72.91 657.87 -88.92 1985.03 1185.15 67.49
Depreciation 269.63 186.59 44.5 549.38 364.84 50.58 828.07 692.9 19.51
PBT -575.5 136.79 -520.72 -476.47 293.04 -262.6 1156.97 492.27 135.03
TAX -47.71 20.52 -332.5 -19.23 72.74 -126.44 417.46 174.18 139.67
Deferred Tax -47.71 20.52 -332.5 -19.23 72.74 -126.44 388.61 174.1 123.21
PAT -527.79 116.27 -553.93 -457.24 220.3 -307.55 739.51 318.09 132.48
Equity 637.71 637.71 0 637.71 637.71 0 637.71 637.7 0
PBIDTM(%) 4.04 13.41 -69.85 9.15 14.27 -35.86 15.8 12.99 21.58

The sales moved up 31.84% to Rs. 6530.77 millions for the September 2011 quarter as compared to Rs. 4953.57 millions during the year-
ago period.The Net Loss for the quarter ended September 2011 is Rs. -527.79 millions as compared to Net Profit of Rs. 116.27 millions of
corresponding quarter ended September 2010The company reported a degrowth in operating Profit to 264.01 millions from 664.28
millions.

Patel Engineering
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 6132.6 5414.8 13.26 11543.4 10280.9 12.28 25372.1 24250 4.63
Other Income 3.4 25.1 -86.45 19.1 44 -56.59 74.9 100.2 -25.25
PBIDT 951.9 796.8 19.47 1705.7 1602.5 6.44 3623.8 3898.2 -7.04
Interest 380.4 236.1 61.12 860.7 528.6 62.83 1739.4 1378.2 26.21
PBDT 571.5 560.7 1.93 845 1073.9 -21.31 1884.4 2520 -25.22
Depreciation 130.9 137.1 -4.52 261.5 266 -1.69 527.8 501.7 5.2
PBT 440.6 423.6 4.01 583.5 807.9 -27.78 1356.6 2018.3 -32.79
TAX 140.8 127.8 10.17 181.4 255.5 -29 334.5 709.8 -52.87
Deferred Tax 0 0 0 0 0 0 0 0 0
PAT 299.8 295.8 1.35 402.1 552.4 -27.21 1022.1 1308.5 -21.89
Equity 69.8 69.8 0 69.8 69.8 0 69.8 69.8 0
PBIDTM(%) 15.52 14.72 5.48 14.78 15.59 -5.2 14.28 16.08 -11.15

The September 2011 quarter revenue stood at Rs. 6132.60 millions, up 13.26% as compared to Rs. 5414.80 millions during the
corresponding quarter last year.Profit for the quarter ended September 2011 grew by 1.35% to Rs. 299.80 millions from Rs. 295.80
millions.OP of the company witnessed a marginal growth to 951.90 millions from 796.80 millions in the same quarter last year.




GATI
201109 201009 % Var 201109 201009 % Var 201106 201006 % Var
Sales 2363.2 2264.6 4.35 2363.2 2264.6 4.35 9055.7 7512.2 20.55
Other Income 0.6 1 -40 0.6 1 -40 1.8 1.9 -5.26
PBIDT 275.7 224 23.08 275.7 224 23.08 930 861.1 8
Interest 123.3 109.3 12.81 123.3 109.3 12.81 484.4 430.9 12.42
PBDT 152.4 114.7 32.87 152.4 114.7 32.87 445.6 430.2 3.58
Depreciation 83 53.5 55.14 83 53.5 55.14 216.1 238.7 -9.47
PBT 69.4 61.2 13.4 69.4 61.2 13.4 229.5 191.5 19.84
TAX 31.1 23.7 31.22 31.1 23.7 31.22 86.5 40.4 114.11
Deferred Tax 0 0 0 0 0 0 0 0 0
PAT 38.3 37.5 2.13 38.3 37.5 2.13 143 151.1 -5.36
Equity 172 170.3 1 172 170.3 1 172 170.3 1
PBIDTM(%) 11.67 9.89 17.94 11.67 9.89 17.94 10.27 11.46 -10.41

The Total revenue for the quarter ended September 2011 of Rs. 2363.20 millions remain, more or less, the same.Profit for the quarter
ended September 2011 increased merely by2.13% to Rs. 38.30 millions from Rs. 37.50 millions.Operating profit surged to 275.70 millions
from the corresponding previous quarter of 224.00 millions.

JK Tyres & Inds.
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 12883.3 11381.7 13.19 27014.1 23061.4 17.14 48312.2 36916.4 30.87
Other Income 1.5 1.3 15.38 3 2.8 7.14 5.6 7.8 -28.21
PBIDT 275.4 681.8 -59.61 922.1 1414.6 -34.82 2774.2 4202.9 -33.99
Interest 385.8 207.1 86.29 759.9 415.1 83.06 946.5 886.6 6.76
PBDT -551.3 539.2 -202.24 -278.7 1064 -126.19 1827.7 3316.3 -44.89
Depreciation 246.7 227.4 8.49 491.5 450.7 9.05 911 859.5 5.99
PBT -798 311.8 -355.93 -770.2 613.3 -225.58 916.7 2456.8 -62.69
TAX -248.1 109.9 -325.75 -229.9 216.1 -206.39 303.5 822.1 -63.08
Deferred Tax -234.8 37.1 -732.88 -220.9 29.4 -851.36 57.6 274.3 -79
PAT -549.9 201.9 -372.36 -540.3 397.2 -236.03 613.2 1634.7 -62.49
Equity 410.6 410.6 0 410.6 410.6 0 410.6 410.6 0
PBIDTM(%) 1.96 5.48 -64.21 3.41 6.13 -44.35 5.27 10.59 -50.25
The revenue zoomed 13.19% to Rs. 12883.30 millions for the quarter ended September 2011 as compared to Rs. 11381.70 millions during
the corresponding quarter last year.The Net Loss for the quarter ended September 2011 is Rs. -549.90 millions as compared to Net Profit
of Rs. 201.90 millions of corresponding quarter ended September 2010A decline of 275.40 millions was observed in the OP in the quarter
ended September 2011 from 681.80 millions on QoQ basis.




BGR Energy Systems
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 7715.1 11356.1 -32.06 15056.8 20422.8 -26.27 47607.84 30737.75 54.88
Other Income 0.4 25.6 -98.44 0.4 52 -99.23 86.24 201.76 -57.26
PBIDT 1102.4 1348.9 -18.27 2063.2 2412.9 -14.49 5592.84 3682.21 51.89
Interest 301.8 138.3 118.22 481.8 254.2 89.54 604.67 537.62 12.47
PBDT 800.6 1210.6 -33.87 1581.4 2158.7 -26.74 4988.19 3144.59 58.63
Depreciation 40 32.6 22.7 77.4 63.6 21.7 168.15 97.85 71.84
PBT 760.6 1178 -35.43 1504 2095.1 -28.21 4820.04 3046.74 58.2
TAX 247.1 400.5 -38.3 488 712.2 -31.48 1577.94 1036.53 52.23
Deferred Tax 0 0 0 0 0 0 0 0 0
PAT 513.5 777.5 -33.95 1016 1382.9 -26.53 3242.08 2010.22 61.28
Equity 721.6 721.1 0.07 721.6 721.1 0.07 721.62 720 0.23
PBIDTM(%) 14.29 11.88 20.3 13.7 11.81 15.98 11.75 11.98 -1.93

The Sales for the quarter ended September 2011 of Rs. 7715.10 million declined by -32.06% from Rs. 11356.10 millions.The Net Profit of
the company slipped to Rs. 513.50 millions from Rs. 777.50 millions, a decline of -33.95% on QoQ basis.The Operating Profit of the
company witnessed a decrease to 1102.40 millions from 1348.90 millions.

Ruchi Infra.
201109 201009 % Var 201109 201009 % Var 201103 201003 % Var
Sales 7099.8 3171.2 123.88 16988.2 6548.83 159.41 17518.6 14639.5 19.67
Other Income 86.6 0 0 86.8 0 0 45.8 28.03 63.4
PBIDT -97 100.6 -196.42 55 244.69 -77.52 499.4 528.16 -5.45
Interest 0 19.2 0 9.8 37.9 -74.14 0 0 0
PBDT -97 81.4 -219.16 45.2 206.78 -78.14 499.4 528.16 -5.45
Depreciation 60.8 63 -3.49 119.8 126.4 -5.22 261.8 239.8 9.17
PBT -157.8 18.4 -957.61 -74.6 80.4 -192.79 237.6 288.4 -17.61
TAX -37 3.5 -1157.14 -14 10.3 -235.92 40.3 40.4 -0.25
Deferred Tax 0 0 0 0 0 0 0 0 0
PAT -120.8 14.9 -910.74 -60.6 70 -186.57 197.3 248 -20.44
Equity 205.2 205.2 0 205.2 205.2 0 205.2 203.7 0.74
PBIDTM(%) -1.37 3.17 -143.07 0.32 3.74 -91.33 2.85 3.61 -20.99
An increase of about 123.88% to Rs. 7099.80 millions in the total revenue was observed for the quarter ended September 2011. The total
revenue was pegged at Rs. 3171.20 millions during the similar quarter previous year.The Net Loss in Q2FY12 is Rs. -120.80 millions as
compared to Net Profit of Rs. 14.90 millions of corresponding quarter ended September 2010Operating profit Margin for the quarter
ended September 2011 slipped to -97.00% as compared to 100.60% in Q2FY11.



Rs Crore

Gujarat Mineral Development Corporation
Particulars Quarter Ended
Sep. 2011 Sep. 2010 % Var.
Sales 244.06 249.12 -2
OPM % 43.03 44.57 -3
PBDT 117.33 113.18 4
PBT 91.11 87.84 4
NP 62.62 55.83 12
Net profit of Gujarat Mineral Development Corporation rose 12.16% to Rs 62.62 crore in the quarter ended September 2011 as against Rs
55.83 crore during the previous quarter ended September 2010. Sales declined 2.03% to Rs 244.06 crore in the quarter ended September
2011 as against Rs 249.12 crore during the previous quarter ended September 2010.

SEL Manufacturing Company
Sep. 2011 Sep. 2010 % Var.
Sales 495.72 380.7 30
OPM % 14.46 13.25 9
PBDT 56.34 48.7 16
PBT 34.8 36.36 -4
NP 26.32 23.94 10
Net profit of SEL Manufacturing Company rose 9.94% to Rs 26.32 crore in the quarter ended September 2011 as against Rs 23.94 crore
during the previous quarter ended September 2010. Sales rose 30.21% to Rs 495.72 crore in the quarter ended September 2011 as against
Rs 380.70 crore during the previous quarter ended September 2010.

Phillips Carbon Black
Sep. 2011 Sep. 2010 % Var.
Sales 559.43 413.45 35
OPM % 8.29 12.34 -33
PBDT 34.29 46.07 -26
PBT 22.21 36.36 -39
NP 20.83 24.27 -14
Net profit of Phillips Carbon Black declined 14.17% to Rs 20.83 crore in the quarter ended September 2011 as against Rs 24.27 crore during
the previous quarter ended September 2010. Sales rose 35.31% to Rs 559.43 crore in the quarter ended September 2011 as against Rs 413.45
crore during the previous quarter ended September 2010.


Mansukh Securities and Finance Ltd SEBI Regn No. BSE: INB010985834 /NSE: INB230781431

Results Announced on 14th Nov 2011 (Rs Crore)

Areva T&D India
Sep. 2011 Sep. 2010 % Var.
Sales 1044.18 1044.41 0
OPM % 10.4 12.93 -20
PBDT 93.79 118.71 -21
PBT 70.15 94.26 -26
NP 47.79 62.95 -24
Net profit of Areva T&D India declined 24.08% to Rs 47.79 crore in the quarter ended September 2011 as against Rs 62.95 crore during the
previous quarter ended September 2010. Sales declined 0.02% to Rs 1044.18 crore in the quarter ended September 2011 as against Rs
1044.41 crore during the previous quarter ended September 2010.

Aventis Pharma
Sep. 2011 Sep. 2010 % Var.
Sales 312.7 275.6 13
OPM % 23.22 21.95 6
PBDT 87.2 73.8 18
PBT 81.1 68.5 18
NP 54.8 47.3 16
Net profit of Aventis Pharma rose 15.86% to Rs 54.80 crore in the quarter ended September 2011 as against Rs 47.30 crore during the
previous quarter ended September 2010. Sales rose 13.46% to Rs 312.70 crore in the quarter ended September 2011 as against Rs 275.60

Simplex Infrastructures
Sep. 2011 Sep. 2010 % Var.
Sales 1321.07 1049.88 26
OPM % 9.01 10.07 -11
PBDT 70.02 79.55 -12
PBT 25.87 39.57 -35
NP 17.87 26.87 -33
Net profit of Simplex Infrastructures declined 33.49% to Rs 17.87 crore in the quarter ended September 2011 as against Rs 26.87 crore




Tata Power Company
Sep. 2011 Sep. 2010 % Var.
Sales 1864.39 1570.82 19
OPM % 20.78 22.16 -6
PBDT 603.31 433.13 39
PBT 468.04 300.4 56
NP 281.5 248.73 13
Net profit of Tata Power Company rose 13.17% to Rs 281.50 crore in the quarter ended September 2011 as against Rs 248.73 crore during
the previous quarter ended September 2010. Sales rose 18.69% to Rs 1864.39 crore in the quarter ended September 2011 as against Rs

Zuari Industries
Sep. 2011 Sep. 2010 % Var.
Sales 1890.95 2089.53 -10
OPM % 2.73 5.08 -46
PBDT 69.84 119.74 -42
PBT 63.81 114.44 -44
NP 47.64 81.36 -41
Net profit of Zuari Industries declined 41.45% to Rs 47.64 crore in the quarter ended September 2011 as against Rs 81.36 crore during the
previous quarter ended September 2010. Sales declined 9.50% to Rs 1890.95 crore in the quarter ended September 2011 as against Rs

Era Infra Engineering
Sep. 2011 Sep. 2010 % Var.
Sales 892.06 810.18 10
OPM % 21.6 22.17 -3
PBDT 102.56 110.96 -8
PBT 77.95 89.86 -13
NP 24.74 61.79 -60
Net profit of Era Infra Engineering declined 59.96% to Rs 24.74 crore in the quarter ended September 2011 as against Rs 61.79 crore




Sujana Towers
Sep. 2011 Sep. 2010 % Var.
Sales 385.68 306.24 26
OPM % 11.26 20.4 -45
PBDT 22.35 45.27 -51
PBT 17.87 40.79 -56
NP 13.35 27.19 -51
Net profit of Sujana Towers declined 50.90% to Rs 13.35 crore in the quarter ended September 2011 as against Rs 27.19 crore during the

Adhunik Metaliks
Sep. 2011 Sep. 2010 % Var.
Sales 344.42 334.98 3
OPM % 4.83 20.56 -77
PBDT -34.28 35.41 PL
PBT -56.94 13.41 PL
NP -26.78 10.74 PL
Adhunik Metaliks reported net loss of Rs 26.78 crore in the quarter ended September 2011 as against net profit of Rs 10.74 crore during
the previous quarter ended September 2010. Sales rose 2.82% to Rs 344.42 crore in the quarter ended September 2011 as against Rs 334.98

Patel Engineering
Sep. 2011 Sep. 2010 % Var.
Sales 613.26 541.48 13
OPM % 15.47 14.25 9
PBDT 57.15 56.07 2
PBT 44.06 42.36 4
NP 29.98 29.58 1
Net profit of Patel Engineering rose 1.35% to Rs 29.98 crore in the quarter ended September 2011 as against Rs 29.58 crore during the




Data Source : ACE Equity & Capital Line

NAME DESIGNATION E-MAIL
Varun Gupta Head - Research varungupta@moneysukh.com
Pashupati Nath Jha Research Analyst pashupatinathjha@moneysukh.com
Vikram Singh Research Analyst vikram_research@moneysukh.com

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