মঙ্গলবার, ৪ সেপ্টেম্বর, ২০১২

EARNINGS POLL-OCI earnings seen lower on fertiliser costs

* Second-quarter results due on Sept. 6

* Analysts expect a 28 pct drop in Q2 net income

* U.S., Algeria plant start-up costs seen weighing

CAIRO, Sept 4 (Reuters) - Orascom Construction Industries

, Egypt's biggest listed company, is expected to report

a 28 percent drop in net income for the second quarter, pulled

lower by start-up costs at its Algerian and U.S. fertiliser

plants.

Orascom, which plans to split its construction and

fertiliser businesses into two new companies, is likely to

publish net income of $119.2 million for the period, down from

$165.2 million a year earlier, according to the average of 13

analyst estimates gathered by the company.

Revenue was seen at $1.427 billion, down from $1.470

billion.

Start-up costs at Sorfert Algeria and OCI Beaumont are

likely to have outweighed a strengthening of fertiliser prices

since the first quarter, analysts said.

"The company is likely to witness a better 2H12 and 2013 ...

as volumes from Sorfert and Beaumont start kicking in and,

hence, we remain bullish on OCI's fertilizer business longer

term," analysts at JP Morgan Cazenove wrote in a research note.

OCI has been able to attract projects from across the Middle

East to offset a slowdown at home since Egypt's leader was

ousted in 2011. The group has been looking at new projects in

the region, particularly Saudi Arabia, Morocco and Iraq.

Chairman Nassef Sawiris said in June he expected an

improvement in earnings in the full year after net profit fell

in the first quarter due to a drop in sales volume and the weak

fertiliser prices.

OCI shares have gained 38 percent this year, compared to a

51 percent increase by Egypt's benchmark EGX30 index.

The company said in June it planned to complete its demerger

in the third quarter after a review by Egypt's General Authority

for Investment. JP Morgan, which rates OCI "overweight", said it

now expected the split to conclude in the fourth quarter.

Following is a summary of the consensus estimates gathered

by the company. All figures are in millions of dollars.

NET PROFIT REVENUE EBITDA

FORECAST 119.2 1,427.4 304.2

NUMBER 13 13 13

Q2 2011 165.2 1,470 360.6

(Reporting by Tom Pfeiffer; Editing by Helen Massy-Beresford)

Source: http://news.yahoo.com/earnings-poll-oci-earnings-seen-lower-fertiliser-costs-143511044--sector.html

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