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Sebi withdraws circular on default disclosures by companies

Sebi withdraws circular on default disclosures by companies
The Securities and Exchange Board of India (Sebi) on Monday said that it had withdrawn a circular requiring default disclosures by companies, acting on the advice of banks. The markets regulator said banks needed clarity on the types of defaults that would require disclosure, depending on the kind of loan availed of by companies.
The circular issued by Sebi in August was withdrawn on 30 September, just a day before the notification was to come into force. SpiceJet Ltd’s fiscal-second quarter profit rose 79% as it filled more seats and improved passenger yield.
Net profit rose to Rs105.3 crore in the quarter ended 30 September from Rs58.9 crore in the year earlier, the company said in a statement on Monday. This is SpiceJet’s highest profit reported in the second quarter since it started operations in 2005. Revenue rose 30% to Rs1,838.69 crore from Rs1,415.83 crore. Expenses increased about 28% to Rs1,734.1 crore
SpiceJet was also able to get on an average 3% more fares from passengers, at Rs3,460. Flight occupancy rose to 93% in the September quarter from 91% in the year earlier.
“Even with 11 successive quarters, path breaking initiatives, record aircraft orders and exploring new growth avenues through UDAN, I can say that we have just begun,” SpiceJet chairman and managing director Ajay Singh said in a statement.
Singh acquired control of the airline in 2014 from Kalanithi Maran and his associate Kal Airways as it was on the verge of shutting down after defaulting on dues.SpiceJet now controls about 14% of the market with a 55-plane fleet.
The airline is also set to induct new fuel-efficient Boeing Max planes from next year. The airline has about 205 of such planes on order (include profitable ing options), which will be delivered over the next decade and bring down its costs by 5-10%. Many will replace its existing fleet, while some will provide for expansion.

SpiceJet also placed orders for Bombardier Q400 planes this year. It has the option to add up to 50 such planes to its existing fleet of 20 regional planes.

The airline has a significant regional presence and became the first airline to introduce direct flights on routes such as Guwahati-Dibrugarh, Jaisalmer-Delhi and Jaipur-Varanasi, and Chennai-Belagavi in this quarter, it said.

Rival budget carrier IndiGo’s parent InterGlobe Aviation increased profit almost four-fold to Rs551.55 crore earlier this month, helped by credits received from manufacturers for aircraft delivery delays and grounding, besides better revcompany enue management. The airline had reported a net profit of Rs139.85 crore in the same period a year ago. Total revenue rose 27.2% to Rs 5,505.56 crore from Rs 4,166.93 crore a year earlier.

IndiGo has about 38% of the domestic aviation market on a fleet of 142 planes.On Monday, shares of SpiceJet rose 4.78% to Rs149.10 on BSE, while the exchange’s benchmark Sensex fell 0.84% to 33,033.56 points.IndiGo’s shares shed 0.34% to Rs1,175.95, while Jet Airways shares gained 3.67% to Rs708.35. Jet is expected to announce its results over the coming weeks.

“I think both the airlines (SpiceJet and IndiGo) are benefitting from scale and some rational pricing,” MakeMyTrip co-founder Keyur Joshi said. “However, to me international expansion and regional connectivity is a piece that can make them really successful. SpiceJet has been more bold here with routes while IndiGo is too conservative”.

Toyota Kirloskar Motor Pvt. Ltd vice chairman and whole-time director Shekar Viswanathan has called for equal tax on hybrid cars and electric vehicles (EVs) and urged the Indian government “to be technology agnostic” with regard to environment friendly vehicles.

Hybrid cars are currently effectively taxed at 43% under the goods and services tax (GST) regime while the tax rate on EVs is 12%. “The tax structure needs to encourage hybrids because it is disproportionate to what the actual demand (for hybrids) can be,” said Viswanathan, terming the rate unreasonable.

India has outlined an ambitious plan to move to an all electric fleet by 2030 which would enable the country to reduce its carbon footprint. The plan has left some leading car makers such as Toyota and Suzuki Motor Corp. in a bind. These firms do not boast of EV technology at present and are in the process of exploring a partnership to develop it, among other collaborations.

Suzuki Motor owns 56.2% of Maruti and generates the bulk of its revenue from its Indian unit, which has a market value of around $30 billion, higher than Suzuki’s $20.5 billion.

Last week, Suzuki’s chief executive Toshihiro Suzuki said the company’s volume in India is so large that it would be “caught flat-footed if there was a sudden shift towards electrification” in India. Owing to the higher GST rates on hybrids, the Bengaluru-based joint venture of Japan’s Toyota Motor Corp. and India’s Kirloskar group temporarily halted production of Camry sedan hybrid, Mint reported on 24 October.
It does not sell EVs in India at the moment. From July to September, Toyota Camry hybrid sales slumped to 87 units, down 73% from 323 a year ago, according to a Mint report on 1 November. Prices rose by about Rs4 lakh to Rs45 lakh.To be sure, India’s largest carmaker Maruti Suzuki India Ltd also saw a dip in sales of its hybrids, the premium sedan Ciaz and multi-utility vehicle Ertiga, the report said
The Mint, New Derlhi, 14th November 2017

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