Friday, June 26, 2009

Tata Motors

Time line -

2008-09 Results -> Consolidated loss of 2500 Crore. Sales slumped by 37%. Jaguar and Land Rover posted loss of 1750 Crore. Jaguar sales fell by 4%. Land Rover sales fell by 40%.

June 2008 -> Purchased Jaguar and Land Rover for $2.4 Billion from Ford

2000-01 Results -> Made losses due to slump in demand of Trucks and Small Car Indica.

Sunday, February 1, 2009

Sesa Goa

Business -
Sesa Goa is 51 % subsidiary of Vedanta Resources. It is engaged in mining and export of iron ore. It operates in following three segments
Iron Ore - 84 % of Revenue
Pig Iron - 13 % of Revenue
Met Coke - 3 % of Revenue

It has current capacity of 12 million tonnes per annum.

Global Peers
BHP Billiton - It is world's largest mining company.
Rio Tinto -

Revenue (Topline) - 50% CAGR
Mar 05 - 1499 Cr
Mar 06- 1771 Cr
Mar 07- 2017 Cr
Mar 08 - 3571 Cr
Mar 09 - 5074 Cr
Mar 10 -
Net Profit (Bottomline) - 75% CAGR
Mar 05 - 462 Cr
Mar 06- 539 Cr
Mar 07- 606 Cr
Mar 08 - 1492 Cr
Mar 09 - 1942 Cr
Mar 10 -
Risks - Iron Ore Prices. As these are coming down, earnings are also decreasing.

Monday, January 26, 2009

Banking Terms

NPA - Non Performing Assets - Loans that are not being serviced, i.e. either the principal or interest or both are not paid by borrowers within 90 days of due date.

NIM - Net Interest Margin

CRR - Cash Reserve Ratio - The amount every bank has to keep with RBI.