Global rating agency Moody's Investors Service on Wednesday downgraded its 
outlook for Tata Steel to negative from stable, citing challenges facing the 
company's UK unit Corus Group Plc. Tata Steel shares on Wednesday fell 12.04% 
to close at Rs 244.80 on the BSE. The company's second-quarter results are 
expected on Thursday. 
A Tata Steel representative declined to comment on the downgrade, saying, "The 
company is in a silent period now." In Mumbai, analysts said a possible 
downgrade had already been factored into market estimates, but that the 
downgrade would maintain a downward bias on the stock price. 

In March, Moody's had raised the outlook on Tata Steel to stable from negative, 
after it repaid $3.1 billion in bridge loans used to help fund the 
$12.1-billion buyout of Corus in 2007, the biggest outbound international deal 
by an Indian company so far. 

"The change in outlook reflects the more challenging operating conditions now 
facing Tata Steel UK (Corus), as a result of the likely deterioration in demand 
in Europe and the UK in the next 18 months, with declining steel prices and 
reduced production volumes," said Ivan Palacios, lead Moody's analyst for Tata 
Steel. 

Moody's revision of Tata Steel's outlook on its Ba1 corporate family rating 
reflects the change in outlook for Tata Steel UK's rating, it said. For the 
quarter ended June 2008, Tata Steel reported a consolidated turnover of $10.147 
billion with a net profit of $1.19 billion. Corus contributed more than 
two-thirds of the group's liquid steel output, generated 76% of its revenues 
and 49% of its Ebidta. 

Tata Steel is facing a global downturn for steel. Global crude steel production 
sank 3.2% in September to 108.4 million tonne, according to the World Steel 
Association data released on Wednesday. While emerging markets Russia and 
Brazil reported an increase of 7% and 5%, respectively, last month, production 
in the EU edged up less than 1% and North America was flat. 

Tata Steel's rating is, however, two notches higher than the rating of its UK 
subsidiary, reflecting its stronger business and financial risk profiles, 
primarily as a result of the sound profitability of its Indian operations. The 
rating outlook could return to stable in the event of a stabilisation of steel 
market conditions or a commensurate improvement in Tata Steel UK's outlook. 

According to Palacios, "Moody's considers the credit profiles of Tata Steel and 
Tata Steel UK to be strongly linked due to the increasing level of operational 
integration between the two entities and the fact that Tata Steel UK accounts 
for a substantial proportion of Tata Steel's operations." 

Tata Steel UK Ltd is a 100% subsidiary of Tata Steel Ltd, and is the holding 
company for the European steel operations, principally consisting of Corus 
Group. 

After the acquisition of Corus in 2007, Tata Steel became the world's sixth 
largest steelmaker with an annual production capacity of around 29.9 million 
tonne of crude steel. 


http://www.financialexpress.com:80/news/moodys-lowers-tata-steel-rating-on-uk-concerns/376772/

Fear is not the natural state of civilized people. 







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