Q3FY12 Estimate for Jubilant Industries Ltd.

[mahesh i. shah]

Link to pdf of my Q3FY12 as well as 9'Month'FY12 estimate for Jubilant Industries Ltd.

http://www.scribd.com/doc/76999128/

 

I have provided the figures for each of the division viz., Industrial Products (IP), Agri and Consumer Products (ACP) & Retail separately as post merger the break-up will be like this. I have assumed that management will choose to publish consolidated results by giving effect to Retail business merger, although, legally management is not required to do so since merger will receive court approval only on 5th Jan. 2012.

Rgds.

[mahesh]

Board will meet on 14th January 2012 to consider Q3FY12
numbers......Retail segment numbers will I think not be reported by
the company as the matter is still subjudice with final approval from
court getting further delayed beyond 16th Jan.2012...



Based on pre-merger segmentation, revised Q3FY12 estimate for Jubilant
Industries is given below :



Total Revenue - 141-149 cr.

of which :

Agri Input segment (Ramban brand) - 54-58 cr.

Performance Polymers segment (Jivanjor Brand, Food Polymer & Latex) -
87-91 cr.





Total EBITDA - 13.3 - 14.5 cr.

of which :

Agri Input segment (Ramban brand) - 3.8 - 4.5 cr.

Performance Polymers segment (Jivanjor Brand, Food Polymer & Latex) -
9.5 - 10 cr.





---------------------------------------

Based on pre-merger segmentation, revised Nine'Month'FY12 estimate for
Jubilant Industries is given below :



Total Revenue - 444 - 452 cr.

of which :

Agri Input segment (Ramban brand) - 188 - 192 cr.

Performance Polymers segment (Jivanjor Brand, Food Polymer & Latex) -
256 - 260 cr.





Total EBITDA - 44.2 - 45.5 cr.

of which :

Agri Input segment (Ramban brand) - 14 - 14.7 cr.

Performance Polymers segment (Jivanjor Brand, Food Polymer & Latex) -
30.2 - 30.8 cr.



On Jan 3, 12:17 pm, "mahesh i. shah" <equityanalystinves...@gmail.com>
wrote:

> Link to pdf of my Q3FY12 as well as 9'Month'FY12 estimate
> for Jubilant Industries Ltd.
>

> *http://www.scribd.com/doc/76999128/*<http://www.scribd.com/doc/76999128/>
>
> *I have provided the figures for each of the division viz., Industrial

> Products (IP), Agri and Consumer Products (ACP) & Retail separately as post
> merger the break-up will be like this. I have assumed that management will
> choose to publish consolidated results by giving effect to Retail business
> merger, although, legally management is not required to do so since merger

> will receive court approval only on 5th Jan. 2012.*
>
> Rgds.
>
>  Q3FY12Estimate.pdf
> 314KViewDownload