Re: [ISG:256018] ILF&S TRANSPORTATION (RS 280) AN EXCELLENT SIPPING CANDIDATE FOR NEXT COUPLE OF YEARS.

[Naman Chaturvedi]

There is almost ~5 fold increase in expenses incurred... which accounts for this de-correlation between PBDT and Revenue growth..

Can someone share information on huge expenses incurred.

Thanks,

Naman

On Wed, Jun 1, 2011 at 10:41 PM, Investor Rao <invest...@gmail.com> wrote:

Kukkuji,

498 crs is PBT as per Mar'10 report.

Interest paid for 2010/11 was 142.51 Cr.

Noted that the Net profit is less than that of last year, even when topline nearly doubling to 1,616 Cr.

LandFS Transportation Networks

Yearly Results

------------------- in Rs. Cr. -------------------

	Mar '10	Mar '11
Sales Turnover	845.48	1,615.80
Other Income	96.06	85.18
Total Income	941.54	1,700.98
Total Expenses	297.58	1,083.93
Operating Profit	547.90	531.87
Profit On Sale Of Assets	--	--
Profit On Sale Of Investments	--	--
Gain/Loss On Foreign Exchange	--	--
VRS Adjustment	--	--
Other Extraordinary Income/Expenses	--	--
Total Extraordinary Income/Expenses	--	--
Tax On Extraordinary Items	--	--
Net Extra Ordinary Income/Expenses	--	--
Gross Profit	643.96	617.05
Interest	142.51	155.50
PBDT	501.45	461.55
Depreciation	4.32	9.81
Depreciation On Revaluation Of Assets	--	--
PBT	497.13	451.74
Tax	172.40	163.70
Net Profit	324.73	288.04
Prior Years Income/Expenses	--	--
Depreciation for Previous Years Written Back/ Provided	--	--
Dividend	--	--
Dividend Tax	--	--
Dividend (%)	--	--
Earnings Per Share	16.72	14.83
Book Value	--	--
Equity	194.27	194.27
Reserves	1,381.48	1,590.50
Face Value	10.00	10.00

Regards,
Rao

On 01-Jun-11 6:48 PM, kukku picks wrote:

 This is the best stock IN BOT  space,

but pl note it paid interest of rs 498 crs  for 2010/11 in single year.

while equity base is 194 crs . which investor should not ignore

views invited .

kukku

On 1 June 2011 17:50, ekamber <eka...@gmail.com> wrote:

ISGians 

pfa report from Anand Rathi

regards

ekamber

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ISG is an open forum for expressing views. Members recommending stocks may have positions thus having vested interest in the same. Individual members are requested to do their own research and/or consult a certified financial planner before making decisions with respect to buying and selling stocks or derivatives.
 
ISG, it's owner and moderators do not take any responsibility for the views expressed in the forum and any consequences including financial, legal or otherwise resulting from actions based on such views.

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"Invest in Knowledge, Share with Others, Grow Together"
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ISG is an open forum for expressing views. Members recommending stocks may have positions thus having vested interest in the same. Individual members are requested to do their own research and/or consult a certified financial planner before making decisions with respect to buying and selling stocks or derivatives.
 
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[Mitesh Shah]

ok