Essar Energy (ESSR)
market vs.
industry GROWTH & VALUE
| 12m Forecast Rolling | ||||
| PE Ratio (f) | 10.9 |
|
|
|
| PEG Ratio (f) |
|
|
||
| EPS Growth (f) | % |
|
|
|
| Dividend Yield (f) | % |
|
|
|
| Valuation (ttm) | ||||
| Price to Book Value | 0.94 |
|
|
|
| Price to Tang. Book |
|
|
||
| Price to Free Cashflow |
|
|
||
| Price to Sales |
|
|
||
| EV to EBITDA |
|
|
||
market vs.
industry QUALITY
| Year End 31st Mar | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | TTM | 2013E | 2014E | CAGR / Avg | |
| Revenue | $m | ||||||||||
| Operating Profit | $m | ||||||||||
| Net Profit | $m | ||||||||||
| EPS Reported | $ | ||||||||||
| EPS Normalised | $ | ||||||||||
| EPS Growth | % | ||||||||||
| PE Ratio | x | ||||||||||
| PEG | x | ||||||||||
| Profitability | |||||||||||
| Operating Margin | % | ||||||||||
| ROA | % | ||||||||||
| ROCE | % | ||||||||||
| ROE | % | ||||||||||
| Cashflow | |||||||||||
| Op. Cashflow ps | $ | ||||||||||
| Capex ps | $ | ||||||||||
| Free Cashflow ps | $ | ||||||||||
| Dividends | |||||||||||
| Dividend ps | $ | ||||||||||
| Dividend Growth | % | ||||||||||
| Dividend Yield | % | ||||||||||
| Dividend Cover | x | ||||||||||
| Balance Sheet | |||||||||||
| Cash etc | $m | ||||||||||
| Working Capital | $m | ||||||||||
| Net Fixed Assets | $m | ||||||||||
| Net Debt | $m | ||||||||||
| Book Value | $m | ||||||||||
| Average Shares | m | ||||||||||
| Book Value ps | $ | +26.0% | |||||||||
FINANCIAL BRIEF: For the six months ended 30 September 2012, Essar Energy PLC revenues increased 97% to $12.85B. Net loss totaled $180.2M vs. income of $175.9M. Revenues reflect Refining & Marketing segment increase from $6.18B to $12.67B, Power segment increase of 18% to $174.4M. Net loss reflects Interest Expense increase of 90% to $547.2M (expense), Foreign exchange gains/(losses) increase from $38.5M to $134M (expense). more »
| Leverage (ttm) | Total | Ex Intang | |||
| Gross Gearing | % | ||||
| Net Gearing | % | ||||
| Cash / Assets | % | ||||
| Liquidity (ttm) | ||
| Current Ratio | ||
| Quick Ratio | ||
| Interest Cover | ||
| Efficiency (ttm) | ||
| Asset Turnover | ||
| Rec's Turnover | ||
| Stock Turnover | ||
market vs.
industry RECENT HISTORY
| Latest interim period (ended 30th Sep '12) vs. prior year | ||||
| Sales Growth | % |
|
|
|
| EPS Growth | % |
|
|
|
| 3yr Average Annualised | ||||
| Sales Growth | % |
|
|
|
| EPS Growth | % |
|
|
|
| DPS Growth | % |
|
|
|
BROKER CONSENSUS & FORECAST TREND
| Recommendation: | Strong Sell | Sell | Hold | Buy | Strong Buy |
|---|---|---|---|---|---|
| No. of Analysts: | 0 | 0 | 5 | 2 | 1 |
Essar Energy plc is an integrated energy company. The company’s portfolio includes operations and projects in the areas of refining and marketing, exploration and production and power generation and transmission. Its refining and marketing business consists of Vadinar refinery and Stanlow refinery. It serves retail customers in India through a network of 1,600 operational and under construction retail fuel outlets. Its exploration and production business has approximately 2.1 billion barrels of oil equivalent of reserves and resources, spread across a portfolio of 15 offshore and onshore oil and gas blocks. Its focus in exploration and production is on Coal Bed Methane. It has 2,733 square kilometers of acreage and more than 10 trillion cubic feet of reserves and resources across five blocks in India. It produces power from six operational power plants in India and one in Algoma, Canada. As of September 30, 2012, it had a total installed generation capacity of 3,055 megawatts.
Directors: Naresh Nayyar (CEO) 60, Deepak Maheshwari (CFO) 43, Lalit Gupta (Corp. Exec.) 52, Iftikhar Nasir (Corp. Exec.) , P. Sampath (Corp. Exec.) , Volker Schultz (Corp. Exec.) , Mark Lidiard (Dir.-IR) 46, K. V. B. Reddy (Other) ,
No. of Employees: 3,699 No. of Shareholders: 1,256
| Last Annual | March 31st, 2012 |
| Last Interim | September 30th, 2012 |
| Shares in Issue | 1,303,437,493 |
| Free Float | 302.4m (23.2%) |
| Sector | Energy |
| Industry | Oil & Gas |
| Index | FTSE Euromid, FTSE 350 Act , FTSE Lower Yield , FTSE 250 Mid , FT350 Oil&gas Pd , |
| Exchange |
London Stock Exchange (Full) |
| Eligible for | an ISA? a SIPP? |
| Address | 6th Floor DCDM Building,10 Frere Felix de Valois Street, PORT LOUIS, Mauritius |
| Web | http://www.essarenergy.com |
| Phone | +230 202 3136 |
| Contact | Mark Lidiard (Director - Investor Relations and Communications) |
| Registrar | Computershare Investor Services PLC (Bristol) |
| Auditors | Deloitte LLP |
| Mon 2:30pm | Director Declaration |
| Mon 11:27am | Exercises call option in respect of shares |
| 10th May | financial results for Q4 & financial year 2012-13 |
| 12th Apr | Essar Energy Director Declaration |
| 4th Apr | Essar Oil secures new debt agreement for Vadinar |
| 18th Mar | Essar Energy appoints Deepak Maheshwari as CFO |
Recent ↓
