Share Review - Punj Lloyd

For 2Q FY 2012, Punj  Lloyd posted 20.3% yoy top-line growth to Rs.2,392 cr (Rs.1,988 cr).
The company’s EBITDA margin for the quarter stood at 8.4% against 9.2% in
2QFY2011.

Interest and depreciation came in at Rs.129.9 cr (Rs.92.4 cr) and Rs. 78.1 cr
(Rs. 67.9 cr) respectively.

On the earnings front, Punj reported profit of Rs. 24.7 cr
against a profit of Rs. 23.9 cr in 2Q FY 2011 on account of other income of Rs. 67.7 cr.

Order inflow for Punj Lloyd in 1H FY 2012 was Rs.10,286 cr against Rs. 9,978 cr in
1H FY2011.

We maintain our Neutral view on the  stock

Review By Angel Broking

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