Announcement under Regulation 30 (LODR)-Investor Presentation

Pursuant to Regulation 30 (LODR), please find attached Investor Presentation. You are requested to kindly take the above information on your record.

about 1 month ago

INVESTOR PRESENTATION

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Sentiments detected

Positive 12
  • “We are happy to report strong growth during Q1FY23 that was largely driven by volume growth on the back of increased market demand.

  • The Company continues to have a strong market presence and has seen performance improvement across all operational metrics.

  • We have a robust demand pipeline and backed by a strong balance sheet, which gives us confidence in greater growth in profits.”

  • Established silver Technical collaboration Technology transfer for License agreement with Shifted HV plant to a Developed high refining facility with Doduco for AgCdo complete HV contacts Doduco ended new building performance current in Mumbai (ZH) contacts from Doduco carrying contacts Supplied ZH contacts to Developed own copper

  • Powdermixing& blendingandpowder With the addition of the new compactingpressesupto 4,000KN electron beam welding and CNC machine, the plant to Fully equippedin-houseToolRoomwith become one of the largest HV WireCut, SparkErosionmachines contact facilities globally, Silver plating plant for Full / Selective capable of manufacturing 400 Plating thousand arching contacts Fully equippedinspectionfacilityfor load, from the current capacity of surfaceroughness,CMM etc 200 thousand arching contacts

  • GROWTH INDEX FOR ELECTRICAL EQUIPMENT INDUSTRY GROWTH INDEX FOR ELECTRICAL EQUIPMENT INDUSTRY MARCH 2021 COMPARED WITH MARCH 2020 APRIL ‘20 – MARCH ‘21 - Rotating Machines x segment witnessed e d n marginal growth in I h t

  • -6.7 ▪ All segments recorded - -9.5 -10.2 positive growth for the - -14.2 -14.8 month of March 2021

  • Diversification S TRATEGY Lean Six Sigma and Execution excellence for Performance Improvement, Waste Removal & Production Variance Reduction

  • Market Penetration for Increasing Product Market Share across categories

  • 4 decades track record in India electrical contacts manufacturing industry resulting in market leadership in LV and HV segment

  • Possession of specialized technology developed by way of inhouse research INVES TMENT and development resulting in high entry barriers Consistent increase in scale of operations over the years resulting in RATION ALE acquiring and serving several blue-chip clients Low financial leverage ensures excess return to shareholders in the form of consistent dividend payouts for 15+ years Zero promoter share pledge

  • Well positioned to capture ongoing global supply chain shift from China to India in terms of existing global customer base and export focus

Negative 1
  • - -19.7 due to weak base on account of lockdown -37.0 -40.4

Mentioned Phrases & Organizations

Important keywords detected (20+)

silver (29)
contacts (18)
modison (12)
electrical (11)
profit (10)
growth (9)
industry (9)
market (8)
copper (8)
loss (8)
contact (7)
high (6)
plant (6)
brazing (6)
material (6)
statements (5)
modi (5)
manufacturing (5)
alloy (5)
facility (5)

Organizations identified (10+)

IUPAC (3)
Silver Content (3)
Modison Ltd (2)
Modison Limited (2)
MODISON LTD (1)
NABL (1)
DODUCO Accredited Lab (1)
GOI (1)
CNBC (1)
TPRINT (1)

Tables extracted (7)

CHEMICAL STRUCTURE
IUPAC nameSilver(I) Nitrate, Silver Nitrate
CAS Number7761-88-8
Chemical formulaAgNO3
Molar Mass169.87 g·mol−1
Silver Content63.5%
AppearanceWhite solid
OdourOdourless
FormCrystals / Grains
CHEMICAL STRUCTURE
IUPAC nameSilver(I) Nitrate, Silver Nitrate
CAS Number7761-88-8
Chemical formulaAgNO3
Molar Mass169.87 g·mol−1
Silver Content63.5%
AppearanceWhite solid
OdourOdourless
FormCrystals / Grains
CHEMICAL STRUCTURE
IUPAC nameSilver(I) Nitrate, Silver Nitrate
CAS Number7761-88-8
Chemical formulaAgNO3
Molar Mass169.87 g·mol−1
Silver Content63.5%
AppearanceWhite solid
OdourOdourless
FormCrystals / Grains
ProductMar ’21
Rotating Machines154.1
LV Switchgear66.3
HV Switchgear189.8
Switchgear84.0
Cables54.0
Power Transformers85.6
Dist Transformers9.4
Transformers42.5
Capacitors112.4
Energy Meters93.1
Conductors175.5
Transmission Lines110.6
Insulators114.0
Surge Arrestors Total Industry Growth Index45.0 75.5
PARTICULARS stated)Q1FY23 Q1FY22 (in ₹ mn unless Q4FY22
Total Income901 1,010 702
Operating Expenses** 813 923 656
EBITDA88 87 46
EBITDA Margin10% 9% 7%
Finance Cost3 5 8
Depreciation16 18 15
Profit Before Tax69 64 23
Taxes18 17 6
Profit after Tax51 47 17
PAT Margin6% 5% 2%
EPS (₹)1.57 1.45 0.51
PARTICULARS Mn unless(In ₹ FY2022 FY2021 FY2020 FY2019 FY2018
Total Income3,412 2,936 2,222 2,210 2,027
** 3,128 2,557 1,952 1,880 1,711
EBITDA284 379 270 330 316
EBITDA Margin8% 13% 12% 15% 16%
Finance Cost20 20 20 22 19
Depreciation66 61 62 64 63
Profit Before Tax198 298 189 245 235
Taxes52 74 37 78 71
Profit after Tax146 224 151 167 164
PAT Margin4% 8% 7% 8% 8%
EPS (₹)4.51 6.91 4.66 5.14 5.05
PARTICULARS (IN ₹ MN)FY2022FY2021FY2020FY2019FY2018
ASSETS
Non-Current Assets 794 746 747 651 680
Current Assets 1,348 1,280 1,160 1,150 941
Cash & cash equivalents 41 2 12 1 7
Total Assets2,1422,0261,9071,8011,621
EQUITY & LIABILITIES
Total Equity 1,758 1,642 1,465 1,373 1,266
Revaluation Reserve 4 4 3 3 3
Non-Current Liabilities 57 60 66 79 86
Long Term Borrowing 0 0 0 4 8
Current Liabilities 327 320 373 346 266
Short Term Borrowing 174 115 254 205 121
Total Liabilities2,1422,0261,9071,8011,621

Features are experimental.