Results Update

September 2014

Tuesday, December 02, 2014

Quarter Earnings LKR 'mn

Company
Banking, Finance & Insurance Sector
Beverage, Food and Tobacco Sector
Chemicals & Pharmaceuticals Sector
Closed End Funds Sector
Construction & Engineering Sector
Diversified Holdings Sector
Footwear & Textiles Sector
Healthcare Sector
Hotels and Travels Sector
Information Technology Sector
Investment Trusts Sector
Land and Property Sector
Manufacturing Sector
Motors Sector
Oil Palms Sector
Plantations Sector
Power and Energy Sector
Services Sector
Stores & Supplies Sector
Telecommunications Sector
Trading Sector

2QFY15

2QFY14

YoY%

1QFY14

QoQ%

3Q2014

3Q2013

YoY%

2Q2014

QoQ%

1HFY15

1HFY14

YoY%

1H2014

HoH%

56%
14%
233%
1030%
-5%
152%
-31%
-12%
-9%
-22%
214%
10%
49%
-3%
110%
-148%
-13%
6066%
169%
21%
502%

14,651
6,647
29
25
762
5,793
59
663
389
28
1,201
970
2,674
411
1,255
794
1,655
93
-116
4,078
250

19,626
6,910
246
241
926
6,775
131
521
1,198
33
1,381
1,070
4,307
532
100
-125
2,235
91
89
3,769
1,034

12,549
6,053
-185
-26
976
2,692
189
592
1,323
42
439
973
2,899
547
-981
258
2,578
-2
-129
3,104
-258

34%
4%
756%
863%
22%
17%
120%
-21%
208%
18%
15%
10%
61%
29%
-92%
-116%
35%
-2%
177%
-8%
314%

Market Valuations

Page 1

4 Qtr Trailing
PER (x) PBV (x)
11.8x
21.2x
63.5x
1.8x
14.8x
17.9x
107.1x
19.0x
41.8x
N/A
6.5x
11.4x
11.4x
12.0x
22.5x
8.8x
9.7x
26.1x
15.3x
15.8x
9.0x

1.6x
4.0x
1.1x
0.7x
3.6x
1.6x
1.2x
2.7x
2.6x
3.0x
0.7x
1.0x
1.8x
1.0x
2.3x
0.7x
1.7x
1.8x
0.6x
1.8x
1.1x

15.9x

1.8x

Market Earnings - September 2014

51,091

33,636

52%

42,312

21%

278

Market Earnings - June 2014

42,493

34,803

22%

54,943

-23%

272

FC RESEARCH

First Capital Equities (Pvt) Ltd

No.1, Lake Crescent,
Colombo 2

Sales Desk:
Fax:

+94 11 2145 000

+94 11 2145 050

HEAD OFFICE

BRANCHES

No.1, Lake Crescent,

Colombo 2
Sales Desk:
Fax:

Matara
No. 24, Mezzanine Floor,
E.H. Cooray Building,
Anagarika Dharmapala Mw,
Matara
Tel:
+94 41 2237 636

+94 11 2145 000

+94 11 2145 050

SALES
CEO

Disclamer
Negombo
No.72A, 2/1,
Old Chilaw Road,
Negombo
Tel:

+94 31 2233 299

BRANCHES
Jaliya Wijeratne

Colombo
Nishantha Mudalige
Anushka Buddhika
Gamini Hettiarachchi
Thushara Abeyratne
Nishani Prasangi
Ishanka Wickramanayaka

+94 71 5329 602

+94 76 6910 041

+94 77 9553 613
+94 76 6910 039
+94 76 6910 037
+94 76 6910 033
+94 77 7611 200

Negombo
Priyanka Anuruddha
Priyantha Wijesiri

+94 76 6910 035

+94 76 6910 036

Matara
Sumeda Jayawardana

+94 76 6910 038

RESEARCH
Dimantha Mathew
Reshan Wediwardana
Nandika Fonseka

+94 11 2145 016

+94 11 2145 017
+94 11 2145 018

FIRST CAPITAL GROUP

HEAD OFFICE
No. 2, Deal Place,
Colombo 3
Tel:
+94 11 2576 878

BRANCHES
Kurunegala
No. 6, 1st Floor,
Union Assurance Building,
Rajapihilla Mawatha,
Kurunegala
Tel:
+94 37 2222 930

Kandy
No.213-215,
Peradeniya Road,
Kandy
Tel:

This Review is prepared and issued by First Capital

Equities (Pvt) Ltd. based on information in the
public domain, internally developed and other
sources, believed to be correct. Although all
reasonable care has been taken to ensure the
contents of the Review are accurate, First Capital
Equities (Pvt) Ltd and/or its Directors,
employees, are not responsible for the correctness,
usefulness, reliability of same. First Capital Equities
(Pvt) Ltd may act as a Broker in the investments
which are the subject of this document or related
investments and may have acted on or used the
information contained in this document, or the
research or analysis on which it is based, before its
publication. First Capital Equities (Pvt) Ltd and/or
its principal, their respective Directors, or
Employees may also have a position or be
otherwise interested in the investments referred to
in this document. This is not an offer to sell or buy
the investments referred to in this document. This
Review may contain data which are inaccurate and
unreliable. You hereby waive irrevocably any rights
or remedies in law or equity you have or may have
against First Capital Equities (Pvt) Ltd with
respect to the Review and agree to indemnify and
hold First Capital Equities (Pvt) Ltd and/or its
principal, their
respective
directors
and
employees harmless to the fullest extent allowed by
law regarding all matters related to your use of this
Review. No part of this document may be
reproduced, distributed or published in whole or in
part by any means to any other person for any
purpose without prior permission.

+94 81 2236 010

FC RESEARCH