Announcement under Regulation 30 (LODR)-Investor Presentation

Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015; we hereby submit the Investor Presentation for the quarter ended on June, 2022. You are requested to take the information on your records

about 1 month ago

INVESTOR PRESENTATION

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Sentiments detected

Positive 23
  • The edible oil retail market is estimated to be INR 1,795 Bn in FY 2020 and is expected to grow at a CAGR of 6% in the coming 5 years.

  • It has been growing steadily at a CAGR of 6% in the last five years.

  • Regional brands have been gaining scale besides the national brands Growing ability to address rural and semi-urban demand

  • Industry experts (per company data)expect castor oil production to post volume CAGR of 7% over FY20-25 Indian Castor Oil production ‘000 tonnes per annum Indian Castor Oil production (Rs mn)

  • Indian producers are exploring opportunities for production of value-added products like Sebacic acid.

  • Demand of castor oil is expected to rise in future as a potential alternative to petroleum based chemicals.

  • These two have a combined share of 43% in India’s edible oil import bill Industry Outlook • Edible oil industry is optimistic that falling international prices, resulting in lower domestic prices, coupled with the upcoming festivals, will push demand •

  • connecting Kandala Port Tankers Self Owned Tankers & Storage Terminals Revenue growth 15.46% (5 year CAGR)

  • The Company constantly strives to excel in every activity it undertake and every takes to make our brand a global name INTEGRITY

  • Our leadership is fully aware of this phenomena and hence we are committed to innovate new ideas, products and process which will create sustainable growth for us and keep our customers served in the highest possible manner CORE

  • 60,000 MT FY 2021 FY 2022 Acquisition of Land for setting up of Refinery at Krishnapatnam, Andhra Pradesh Crossed Turnover of Rs. 10,000 Crores Expansion of Loading /unloading capacity by 3000 MT/Day As environmental measures, company has added ETP by 500 KL/day and MEE plant by 150 KL/day FY 2015

  • Setting up of Own Warehousing Facility at Kandla Port in 80,000 sq ft area Increased capacity of Edible Oil Plant by 400 TPD Increased Refinery Capacity by 1,200 TPD (Total – 3,400 TPD)

  • Strong, established and extensive distribution network High customer satisfaction Strong Balance Sheet Investor Presentation 20

  • BUSINESS STRATEGIES Stepping up brand awareness and portfolio visibility Continue to expand product portfolio within the existing product segments Focus on multiple drivers for margin expansion

  • Increase market share by deeper penetration and expanding footprint in newer markets

  • Under his able leadership our Company is expanding its Gandhidham plant.

  • His association with Gokul Agro Resources Limited shall further Mr. Ashutosh J. enhance the Performance of the Company.

  • He is having strong experience in the areas of project management, operations, developing relationship with institutional buyers, expanding distribution network He has played a vital role in the growth story of Gokul Group by leading project teams to set-up seed processing and extraction plants, refineries and power plants at Sidhpur, Gandhidham and Haldia.

  • AWARDS Best Supplier by China Sinopharm International Corporation 2019.1 GlobOil Rising

  • With the rapidly changing corporate environment, more functional autonomy, operational freedom etc. GARL has adopted CSR policy as a strategic tool for sustainable growth.

  • o We continuously strive to improve our efforts towards creating a better environment by implementing various measures covering majority of the aspects so as to reduce our impact on the environment.

  • o Our continuous support towards the local communities aims at building resilient communities, inculcating diversity, supporting strategic institutions, empowering farmers.

  • We are developing sustainability compliance and aim at reviewing the same periodically, thereby making our company more sustainable.

Negative 3
  • The share of unbranded play is consistently dropping and is estimated to shrink to ~ 10% by FY 2025 The branded edible oil market is expected to grow faster than the overall category gaining a lion’s share of close to 90% of the total market in terms of value in the coming five years.

  • Industry Updates Inflation trend • Russia & Ukraine are the largest exporter of sunflower oil, but due to war crisis the entire trade was disrupted which has led to price increase of cooking oil • India's crude sunflower oil imports fell by 23 per cent to 5.70 lakh tonne between February 21 and June 30 of this year •

  • Allocated a tariff-rate quota of 2 million metric tons (MMT) for crude soybean oil and crude sunflower oil each for 2022-23 and 2023-24 Shrinking import bills • Landed prices of palm oil, which has a share of more than 56% in India’s import basket, fell by more than 31% to $1,080 a tonne • Soyabean and sunflower oil prices have declined by 19% and 22%, respectively, to $1,390/tonne and $1,550/tonne, respectively.

Mentioned Phrases & Organizations

Important keywords detected (20+)

oil (59)
presentation (41)
previous (37)
next (37)
presentation previous (37)
previous next (37)
presentation previous next (37)
india (27)
investor (26)
investor presentation previous (26)
management (19)
business (18)
director (16)
corporate (13)
plant (13)
market (13)
castor (13)
margin (13)
day (12)
social (12)

Organizations identified (10+)

AGRO RESOURCES LTD (4)
Gokul Group (3)
GOKULAGRO (2)
Technopak Research (2)
GARL (2)
Mechanical Engineering (2)
Branded Unbranded (1)
Indian Castor (1)
Indian Castor Oil (1)
Government of India (1)

Features are experimental.