IL&FS Transportation Networks Ltd Q2 FY19 Share Price & Earnings Call Analysis

Financials of IL&FS Transportation Networks Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of IL&FS Transportation Networks Ltd

Quarterly Results

Quarter-by-quarter operating performance

Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018
Sales +1,0831,3301,1171,4181,0398447959987496868511,218807
Expenses +8498819861,4618096816327335775085921,037827
Operating Profit234449130-43230163163265172178259181-20
OPM %22%34%12%-3%22%19%21%27%23%26%30%15%-2%
Other Income +1813156142144285224114248334229394229
Interest281279316336331367349331380422409430489
Depreciation2222223766565
Profit before tax-32180-32-23940793641358573139-285
Tax %-42%41%-40%-31%55%28%-55%-159%29%29%17%24%-13%
Net Profit +-19106-19-165185756106256060107-248
EPS in Rs-0.573.21-0.59-5.020.541.731.693.220.751.831.833.24-7.54

Financials of IL&FS Transportation Networks Ltd

Profit & Loss

Annual income statement trend

Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020
Sales +1328451,6162,7733,3693,4053,5234,3823,6763,537180100
Expenses +1103041,0832,2132,7172,8132,7443,9452,9222,7051,634396
Operating Profit22542532560652592779438754832-1,455-297
OPM %17%64%33%20%19%17%22%10%21%24%-810%-298%
Other Income +111105891381972673596698431,173-13,805-637
Interest611451602733995257441,2201,3881,6501,28819
Depreciation3410111111101014222120
Profit before tax70497452414439323384-123196332-16,569-973
Tax %42%35%36%39%38%18%17%-21%-21%24%3%0%
Net Profit +40325288252271266319-97236252-17,000-973
EPS in Rs9.878.767.678.248.099.69-2.967.197.65-516.79-29.58
Dividend Payout %53%18%24%31%29%29%31%-68%28%0%0%0%

Financials of IL&FS Transportation Networks Ltd

Balance Sheet

Capital structure and asset base

Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020
Equity Capital171194194194194194247329329329329329
Reserves6401,3811,5901,7501,9312,4112,9562,3772,5002,748-14,213-15,189
Borrowings +7191,5251,8942,7263,7385,0007,8169,65111,50913,49915,35115,513
Other Liabilities +954661,1741,3711,3852,1212,1412,0481,9492,8191,9492,341
Total Liabilities1,6263,5674,8536,0407,2489,72713,16014,40516,28719,3953,4162,994
Fixed Assets +14383730252913943256257210162
CWIP251003207122300
Investments8611,3952,1082,5153,1463,9994,7905,0425,3045,377170174
Other Assets +7262,1332,7083,4954,0745,6978,2319,31310,71513,7383,0352,658
Total Assets1,6263,5674,8536,0407,2489,72713,16014,40516,28719,3953,4162,994

Financials of IL&FS Transportation Networks Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020
Cash from Operating Activity +-3-72258422-3298-260-8661,029-3091,153-19
Cash from Investing Activity +-237-954-531-910-395-997-2,017-591-2,6242,980-1,528177
Cash from Financing Activity +2341,1661384854299042,2861,3141,756-2,6291719
Net Cash Flow-6140-135-4169-14216143-204167
Free Cash Flow-6-100249418-14184-278-8771,009-3731,107-18
CFO/OP188%26%82%105%15%48%-22%-159%154%-23%-81%19%

Financials of IL&FS Transportation Networks Ltd

Ratios

Working capital efficiency and return ratios

Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020
Debtor Days10420518913117326828431325731811087
Inventory Days
Days Payable
Cash Conversion Cycle10420518913117326828431325731811087
Working Capital Days1,735658-182-206-40405914020891-34,909-61,886
ROCE %9%27%18%16%16%13%12%8%12%13%-10%-18%