据能源经济4月24日消息称，截至2021年3月，信实工业有限公司第四季度利润环比增长9%，石化部门推动石油化工(O2C)业务连续增长15%。
高盛证券研究公司在一份报告中说：“由于美国烯烃和乙烯基链的中断以及聚酯链需求趋势的改善，石化产品价格在21财年第4季度急剧上涨。”
它补充说，鉴于其沿海业务，该公司预计将从美国和欧洲化工产品较高的保费中受益。
RIL的O2C业务利息、税项、折旧及摊销前利润(EBITDA)可能从21财年的51亿美元增加到2021-22财年的91亿美元。
增长的动力可能来自2021年美国石油供应中断和油价上涨导致石化产品价格持续走强的推动，以及随着疫苗接种增加和刺激计划引导的资本支出，对柴油和喷气式飞机的需求有所改善，2021年下半年炼油利润率大幅上升。
该研究公司预计，RIL的O2C业务每桶EBITDA从2020-21年的每桶10美元提高到2021-22年的每桶18美元。
朱佳妮 摘译自 能源经济
原文如下：
Petrochemicals to drive RIL growth in fourth quarter
Reliance Industries Ltd (RIL) could see its earnings grow 9 per cent in the fourth quarter ended March 2021 on a quarter-on-quarter basis, led by the petrochemical segment driving 15 per cent sequential growth for the Oil to Chemicals (O2C) business.
"Petrochemical prices have risen sharply in 4QFY21, driven by disruptions in the US for olefins and vinyl chain and improving demand trends for the polyester chain," Goldman Sachs Equity Research said in a report.
It added that the firm is expected to benefit from higher premiums for chemical products in the US and Europe given its coastal operations.
RIL’s O2C business Earnings Before Interest, Tax, Depreciation and Amortization (EBITDA) could increase from $5.1 billion in FY21 to $9.1 billion in 2021-22.
The growth is likely to be driven by sustainable petrochemicals price strength in 2021 from disruptions in the US and higher oil prices, and sharp pick-up in refining margins in the second half of 2021 as demand for diesel and jet improves in the wake of increased vaccinations and stimulus-led capex.
The research firm expects RIL’s O2C business EBITDA per bbl to improve from $10 per barrel in 2020-21 to $18 per barrel in 2021-22.
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