Panama Petrochem Ltd


BSE: 524820 | NSE: PANAMAPET | ISIN: INE305C01011 
Market Cap: [Rs.Cr.] 123 | Face Value: [Rs.] 10
Industry: Chemicals

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Director's Report

Directors

Dear Members,

Your Directors have pleasure in presenting the Twenty Seventh Annual Report of the company together with the Audited Statement of Accounts for the Financial Year ended March 31, 2009 for your consideration and approval.

Your Directors congratulate you on successful completion of the 26 years and thank you for your continuous support.

FINANCIAL HIGHLIGHTS (Rs. In Lacs)
Particulars As on March 31, 2009 As on March 31, 2008
Net Profit before Tax & Extra -Ordinary Items 1699.08 1625.58
Prior Period Adjustments 34.95 (58.37)
Net Profit Before Tax 1664.13 1683.95
Less: Provision for Taxes 496.60 204.20
Net Profit After Tax 1167.53 1479.75
Less: Transfer to Reserves 116.75 147.98
Less: Proposed Dividend including Corporate Dividend Tax 273.31 222.85
Net Profit After Appropriations 777.47 1108.92
Profit Brought Forward 2943.07 1835.79
Profit Carried Forward to Balance Sheet 3720.54 2944.71

OPERATIONS

The Company has achieved a sales turnover of Rs. 36,739.24 lacs as against Rs. 23,391.22 lacs in the financial year 2007-08 thereby showing a growth in turnover of 57%. Profit before Tax & Extra - Ordinary Items was Rs. 1699.08 lacs as against Rs. 1625.58 lacs during the previous year. After taking into account the interest, Depreciation and provision for tax there was a Net Profit of Rs. 1664.13 lacs as against Rs. 1683.95 lacs in the previous year.

The performance during the year was affected due to sharp downturn of business and global economic slump which affected every industry worldwide including India. The prices of raw materials and the finished products tumbled due to fall in international crude prices.

The detailed Management Discussion & Analysis Report is attached hereto with the Director's Report and should be read as part of this Directors Report.

DIVIDEND

In view of the continual satisfactory performance of the Company during the Financial Year 2008-09, your Directors are pleased to recommend a dividend @ 40% i.e. Rs. 4/- per share for the year ended March 31, 2009.

CARE RATING

We are glad to announce that your Company has conducted the credit rating from one of the leading credit rating agency CARE and is assigned a "CARE A+" rating for to the Long Term Facilities and "PR1+" rating to the Short Term Facilities.

MERGER & AMALGAMATION

The Hon'ble High Court of Gujarat and Bombay, vide its order dated 14th November, 2008 approved the Scheme of Arrangement for De-merger of securities investment business of Mobil Petrochem Pvt Ltd into Ittefaq Ice and Cold Storage Co. Pvt. Ltd; and Amalgamation of Mobil Petrochem Pvt. Ltd. (residual business) with Panama Petrochem Ltd. Copies of the Hon'ble High Court Order have already been filed with the Registrar of Companies, Gujarat, Dadra and Nagar Haveli at Ahmedabad and Registrar of Companies, Mumbai and the Transferor Company was dissolved without the process of winding-up.

In terms of the Scheme of Arrangement, as approved by the Hon'ble High Court of Bombay and Gujarat, the amalgamation is operative with effect from the Appointed Date i.e. 1st January 2008. Accordingly, it has been given effect to in the audited annual accounts for the financial year ended 31st March, 2009.

Pursuant to the Scheme of Arrangement as approved by the High Court of Gujarat and Bombay, the Company has issued and allotted 10,78,240 equity shares to the shareholders of the Transferor Company- Mobil Petrochem Pvt. Ltd. in the Board Meeting held on 19th May 2009.

Requisite information about the amalgamation is given in Schedule 'Z' of 'Notes on Accounts'.

LISTING OF SHARES

Your Company's shares are listed on the Bombay Stock Exchange Ltd. The Company has paid the listing fees for the year 2008-2009.

CORPORATE GOVERNANCE

Pursuant to clause 49 of the listing agreement with the Bombay Stock Exchange Limited the following have been made a part of the Annual Report:

• Management discussion and Analysis

• Corporate Governance Report

• Auditors Certificate regarding compliance of conditions of Corporate Governance.

• Declaration on compliance with code of Conduct.

PUBLIC DEPOSITS

During the year under report, your Company did not accept any deposits from the public in terms of the provisions of section 58A of the Companies Act, 1956.

CONSERVATION OF ENERGY, TECHNOLOGY ABSORPTION, FOREIGN EXCHANGE EARNINGS AND OUTGO

A. CONSERVATION OF ENERGY:

The Company is aware about energy consumption and environmental issue related to it and is continuously making sincere efforts towards conservation of energy. The Company is in fact engaged in the continuous process of further energy conservation through improved operational and maintenance practices. Information as required under section 217(l)(e) of the Companies Act, 1956, read with the Companies (Disclosure of Particulars in the Report of Board of Directors) Rules, 1988, is given in Annexure A, forming part of this Report.

B. Technology Absorption:

The Company has an updated R&D Center at its Ankleshwar Plant. It is equipped with all the advanced technological facilities with the latest instruments. The Center is operated by the team of well qualified and experienced technocrats.

C. Foreign exchange earnings and outgo:

i. Export Activities: During the year under review the Company have made Import/Export as given in (ii) below.

ii. Foreign Exchange Earnings and Outgo:

(Amount in Rs Lacs)
Total Foreign Exchange Inflow 7788.21 Lacs
Total Foreign Exchange outflow 27143.45 Lacs

PARTICULARS OF EMPLOYEES

During the financial year under review, none of the Company's employees was in receipt of remuneration as prescribed under section 217(2A) of the Companies Act, 1956, read with the Companies (Particulars of Employees) Rules, 1975, and hence no particulars are required to be disclosed in this Report.

DIRECTORS

After the last Annual General Meeting, Mr. Badrudin Kasamali and Mr. S K Ukani resigned from the Board w.e.f. 8th June, 2009.

Mr. Amirali E Rayani, Managing Director has taken over as the Chairman of the Board and of the Company w.e.f. 29th June 2009. Mr. Amin Rayani, Director has taken over as the Managing Director & CEO of the Company w.e.f. 29th June 2009.

In accordance with the provisions of the Companies Act, 1956 and the Company's Articles of Association, Mr. Dilip Sobhag Phatarphekar and Madan Mohan Jain are liable to retire by rotation and being eligible offer themselves for re-appointment. Directors recommend their re-appointment.

AUDITORS

M/s Habib & Co., Chartered Accountants, Statutory Auditors of the Company hold office until the conclusion of the ensuing Annual General Meeting and being eligible offer themselves for re-appointment. A certificate under section 224(1) of the Companies Act, 1956 regarding their eligibility for the proposed re-appointment has been obtained from them. Your Directors recommend their re-appointment.

AUDITORS' REPORT

Comments made by the Statutory Auditors in the Auditors' Report are self-explanatory and do not require any further clarification except the following:

Note No.4 of the main Auditor's Report states that the Company has not provided for the Leave Encashment payable to employees which is not in accordance with the Accounting Standard 15 as notified by the Companies (Accounting Standards) Rules 2006.

We would like to state that the Company do not have such Human Resource Policy for the payment of Leave Encashment, but we are in the process to incorporate the policy of leave encashment payable to the employees so as to make it in compliance with the Accounting Standard 15 (Revised).

DIRECTORS' RESPONSIBILITY STATEMENT

In terms of the provisions of section 217(2AA) of the Companies Act, 1956, and to the best of their knowledge and belief and according to the information and explanations obtained by them and save as mentioned elsewhere in this Report, the attached Annual Accounts and the Auditors' Report thereon, your Directors confirm that:

a. in preparation of the annual accounts, the applicable accounting standards have been followed;

b. the Directors have selected such accounting policies and applied them consistently and made judgments and estimates that are reasonable arid prudent so as to give a true and fair view of the state of affairs of the Company as at 31st March, 2009 and of the profit of the Company for the year ended on that date;

c. the Directors have taken proper and sufficient care for the maintenance of adequate accounting records in accordance with the provisions of the Act for safeguarding the assets of the Company and for preventing and detecting fraud and other irregularities; and

d. the Directors have prepared the Annual Accounts on a going concern basis.

ACKNOWLEDGEMENTS

We thank our Clients, Investors, Dealers, Suppliers and Bankers for their continued support during the year. We place on record our appreciation of the contribution made by employees at all levels. Our consistent growth was made possible by their hard work, solidarity, co-operation and support.

By Order of the Board of
Directors
For Panama Petrochem Ltd.
Place : Mumbai Amirali E. Rayani
Date : 30th July, 2009 Chairman

FORM 'A'

(Amount in Rs.)
Particulars As on March 31, 2009 As on March 31, 2008
A) Power & Fuel Consumption
1. Electricity
a) Purchase of Units 3,21,453 3,03,045
Total Cost 21,57,033 16,72,418
Rate per Unit 6.71 5.52
b) Own Generation
1) Through Diesel Generator NIL NIL
2) Through Steam Turbine/Generator NIL NIL
2. Coal NIL NIL
3. Furnace Oil NIL NIL
4. Diesel Oil NIL NIL
5. Others (Gas)
Quantity 47,642 37,679
Total Cost 3,78,753 4,99,272
Rate per Unit 7.95 13.25
   

Peer Comparison

Company Market Cap
(Rs. in Cr.)
P/E (TTM)
(x)
P/BV (TTM)
(x)
EV/EBIDTA
(x)
ROE
(%)
ROCE
(%)
D/E
(x)
Castrol India 16,426.81 36.62 25.30 20.39 71.4 104.3 0.00
Pidilite Inds. 14,644.98 33.69 9.91 17.46 26.6 30.3 0.22
Godrej Inds. 10,230.30 94.20 6.42 28.98 10.0 10.5 0.46
Guj Fluorochem 3,137.65 15.26 1.47 7.96 32.8 38.4 0.37
BASF India 2,546.97 21.13 2.23 11.06 10.0 12.9 0.16
Linde India 2,157.16 99.98 1.62 15.35 4.1 4.0 0.75
Solar Inds. 1,616.69 21.02 4.73 15.37 24.5 22.9 0.75
Clariant Chemica 1,275.68 13.52 2.54 10.23 20.5 27.7 0.00
Aarti Inds. 740.56 7.17 1.44 4.42 18.2 16.0 1.20
Tide Water Oil 640.18 11.22 2.09 6.36 20.9 28.7 0.00
Gulf Oil Corpn. 636.05 13.01 1.58 7.70 10.5 9.1 0.57
Wimco 482.78 0.00 74.28 0.00 0.0 0.0 0.10
Vivimed Labs. 476.66 12.34 1.39 10.64 18.8 13.6 1.19
India Glycols 426.47 2.16 0.77 5.67 22.6 13.0 3.77
Citurgia Biochem 417.96 0.00 -236.12 0.00 0.0 0.0 3.52

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Key Information

Key Executives:

Amirali Rayani , Chairman  

Amin Rayani , Managing Director & CEO  

Samir Rayani , Whole-time Director  

Mukesh Mehta , Director  


Company Head Office / Quarters:
Plot No 3303,
GIDC Estate,
Ankleshwar,
Gujarat-393002
Phone : 91-2646-221068
Fax : 91-2646-250281
E-mail :
panamaoils@satyam.net.in
cs@panamapetro.com
Web : http://www.panamapetro.com
Registrars:
Bigshare Services Pvt Ltd
E-2/3 Ansa Indl Est
Saki Vihar Road
Sakinaka Andheri(E)
Mumbai - 400072

Fund Holding

 
Scheme Name No. of Shares
No data found

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