- *GMR Infra* is set to infuse Rs 1,700 cr fresh equity capital in its
   energy business during the present financial year.



On Mon, Jun 3, 2013 at 10:18 AM, Rajesh Desai <[email protected]> wrote:

> GMR Infra (NB Insti)
>  ·         GMR Infrastructure’s (GIL) EBITDA of Rs7.7bn (up 185% YoY,
> 12%/17% *above our/Bloomberg estimates*, respectively) and improvement in
> EBITDA margin by 1,020bps at 38.3% was primarily driven by the change in
> the accounting policy related to National Aviation Company of India (NACIL)
> - from receipt basis to accrual basis - which provided incremental EBITDA
> of Rs1.5bn.
>  ·         The company posted a net profit of Rs5.8bn, primarily driven
> by exceptional income of Rs7.8bn on account of divestment of stake in its
> Singapore subsidiary.
>  ·         Adjusted for exceptional income, the company posted a net loss
> of Rs2.0bn (above our/Bloomberg consensus estimates of net loss of
> Rs1.4bn/Rs1.0bn, respectively) primarily due to high interest costs and
> increased net loss in the power generation segment.
>  ·         *We have retained our Buy rating on the stock with a
> SOTP-based target price of Rs25.*
>
>
>
> --
> CA. Rajesh Desai
>



-- 
CA. Rajesh Desai

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