Jain Irrigation Systems Limited · NSE:JISLDVREQS
Jain Irrigation Systems — Q2 FY25 Earnings Presentation
27 slides from Jain Irrigation Systems's earnings presentation, Oct 28, 2024
Slide 1: Cover letter to stock exchanges: Investor Communication Q2/H1 FY25
Regd. Office: Jain Plastic Park, P.O.Box: 72, N.H.No. 53, Jalgaon – 425 001. India. Tel: +91-257-2258011; Fax: +91-257-2258111; E-mail: jisl@jains.com; Visit us at: www.jains.com CIN: L29120MH1986PLC042028 JISL/SEC/2024/10/B-2/B-6 28th October, 2024 To, To, BSE Ltd., National Stock Exchange of India
Slide 2: Investor Presentation Q2 & H1FY25
Investor Presentation Q2 & H1FY25 28 October 2024 “Leave this world better than you found it” Shri. Bhavarlal H. Jain (1937-2016) 1 Founder
Slide 3: About the Company
About the Company • Jain Irrigation Systems Ltd (JISL), with its Corporate Mission "Leave this world better than you found it" is a diversified entity with turnover of close to US$750 million ₹61.5Bn Consolidated Revenues • JISL has done pioneering work in water-management through Micro 31st March,
Slide 4: Touching lives in more than one way
Touching lives in more than one way DRIP SPRINKLER PRECISION TISSUE RESOURCE IRRIGATION IRRIGATION FARMING CULTURE TO ROOT Lorem ipsum dolor sit amet, consectetur adipiscing elit. PVC PIPES & PE PIPE & PLUMBING DRINKING PLASTIC FITTINGS FITTINGS SYSTEMS WATER SOLUTION SHEETS Lorem ipsum dolor sit am
Slide 5: Unique, Well Diversified, Fully Integrated Agri Value Chain Business
Unique, Well Diversified, Fully Integrated Agri Value Chain Business Hi-Tech Agri Plastic ► Drip & Sprinkler Systems, Precision ► PVC Pipes, fittings, Polyethylene Pipes Hi-tech Farming Advisory including green & poly Agri Turnkey Projects, PVC Sheets houses Inputs ► Catering to Agricultural, Indust
Slide 6: Business Overview and product portfolio (Q2FY25)
Business Overview and product portfolio (Q2FY25) All fig. in ₹ million Consolidated Standalone • Hi‐tech Agri Input Products : Micro Irrigation Systems, Tissue Culture Plants, Solar Agri Pump & Integrated Irrigation Projects. • Plastic Products: PVC Piping Products, PE Piping Products, Piping Projec
Slide 7: Business Overview and product portfolio (H1FY25)
Business Overview and product portfolio (H1FY25) Consolidated Standalone All fig. in ₹ million • Hi‐tech Agri Input Products : Micro Irrigation Systems, Tissue Culture Plants, Solar Agri Pump & Integrated Irrigation Projects. • Plastic Products: PVC Piping Products, PE Piping Products, Piping Projec
Slide 8: Financial Performance : Consolidated
Financial Performance : Consolidated All figures in ₹ Million Particulars Q2FY25 Q2FY24 YoY change H1FY25 H1FY24 YoY change Revenue 11,920 13,619 -12.5% 26,698 30,630 -12.8% Hi-Tech 3,375 4,916 -31.3% 7,806 10,282 -24.1% Plastic 4,034 4,494 -10.2% 9,702 11,716 -17.2% Agro Processing 4,461 4,177 6.8%
Slide 9: Financial Performance : Standalone
Financial Performance : Standalone All figures in ₹ Million Particulars Q2FY25 Q2FY24 YoY change H1FY25 H1FY24 YoY change Revenue 5,751 8,045 -28.5% 14,320 19,506 -26.6% Hi-Tech 3,376 4,895 -31.0% 7,794 10,274 -24.1% Plastic 2,336 3,116 -25.0% 6,453 9,158 -29.5% Other 39 34 14.7% 73 74 -1.4% EBITDA
Slide 10: Business Overview
Business Overview All figures in ₹ Million Hi-Tech Agri Revenue YoY Revenue • In Q2FY25, we overcame challenges, with export sales soaring 48% Y-o-Y, boosting our EBITDA margin by 420 bps. Despite a 31.1% revenue drop from extended rainfall in Q2 - 31.3% Maharashtra and across India, our focus on re
Slide 11: Capital Allocation
Capital Allocation All figures in ₹ Million Consolidated Standalone Particulars 30-Sep-24 30-Jun-24 30-Sep-23 30-Sep-24 30-Jun-24 30-Sep-23 Non current assets 57,372 57,305 56,884 44,354 44,371 44,134 Current assets 54,730 55,300 55,503 38,328 38,381 39,637 Non current liab. 1,580 1,659 1,678 432 47
Slide 12: Consolidated Debt Profile as on 30 Sep 2024
Consolidated Debt Profile as on 30 Sep 2024 All figures in ₹ million Particulars Outstanding Outstanding Repayment Schedule Long Term Debt 31-Mar-24 30-Sep-24 FY25 [6M] FY26 FY27 FY28< JISL - Term Loans 3,736 2,862 1,037 1,825 - - JISL - NCDs @0.01% 8,554 8,554 - - 7,156 1,398 Plastic - Overseas 1,5
Slide 13: Working Capital Cycle – Days Sales Outstanding (DSO)
Working Capital Cycle – Days Sales Outstanding (DSO) 30 Sep 24 30 Jun 24 30 Sep 23 All figures in days (DSO) Consolidated Inventory AR NWC Inventory AR NWC Inventory AR NWC Consolidated 250 Hi-Tech Agri 164 208* 295 145 197* 288 108 194* 218 197 200 200 171 136 138 Plastic 56 80 100 55 75 88 51 69 1
Slide 14: Order Book Position
Order Book Position All figures in ₹ million ₹ 10,335 ₹ 3,307 ₹ 3,388 ₹ 3,640 INDIA Hi-Tech Agri Plastic Product Food/Agri ₹ 18,764 ₹ 3,307 ₹ 3,839 ₹ 11,618 CONSOLIDATED Hi-Tech Agri Plastic Product Food/Agri This Order book does not factor the orders received by the company on a daily basis from Re
Slide 15: Management Commentary
Management Commentary “Leave this world better than you found it.” – Shri. Bhavarlal H Jain The second quarter, typically lean for the industry, faced challenges with prolonged rainfall across Maharashtra and India impacting our revenue. However, we are optimistic about the upcoming quarters. With i
Slide 16: Our Gallery
Our Gallery Appt JAIN GRAl a Are 1” * | aR Sa 9; Variety- Banthal @ 100 5791000 INTERNATIONAL DAY OF ‘JAIN TISSUE CULTURE COFFEE %f O FAINT Jain Irrigation Systems Ltd. ‘Small Ideas. Big Revolutions.»
Slide 17: Our Gallery
O JAIN’ Jain Irrigation Systems Ltd. Our Gallery nn SiS Jain Tissue Culture + Jain Drip a
Slide 18: Our Gallery
Our Gallery 20a ong 87.5° Bend Solvent Type with Door RHS %, .S + ocean , hase s Ny SS, Pa ka ¢ <= se Na charlst mae Ca Jain upvc ‘SWR Fitings ain ¢ = 87.5° Bend Solvent Type with Door LHS Jain upvc SWR Fitings Cleansing Pipe Solvent Type ~~ Jain upvc SWR Fitings Double Tee Solvent Type with Door Ja
Slide 19: News, Awards and Recognitions
News, Awards and Recognitions Jain (JISL) Family honoured with Barclays-Hurun India Family Business Award for Pioneering Global Impact 24-Oct-2024 Mumbai/Jalgaon, - The Barclays Private Clients Hurun India Most Valuable Family Business Award for Pioneering Global Impact, given by Hurun India, was aw
Slide 20: News, Awards and Recognitions
News, Awards and Recognitions Anil Jain (Vice Chairman & MD) Awarded Doctorate by D.Y. Patil Agricultural and Technical University. 7-Oct-2024 Kolhapur/Jalgaon, - For his continuous and significant contributions to agriculture and sustainable development, Anil Jain, Vice Chairman and Managing Direct
Slide 21: News, Awards and Recognitions
News, Awards and Recognitions Jain Irrigation & SKUAST-Kashmir Partner to Provide Smart Agricultural Solutions to Farmers of Jammu & Kashmir 12-Sept-2024 Jalgaon, - In a significant step towards revolutionizing agricultural practices in Jammu and Kashmir, Jain Irrigation Systems Ltd. and the Sher-e-
Slide 22: News, Awards and Recognitions
News, Awards and Recognitions Jain Irrigation & CPRI Announce Game-Changing Potato Partnership! 1-Aug-2024 We’re thrilled to unveil our new collaboration with the Central Potato Research Institute (CPRI) to introduce the innovative Kufri FryoM potato variety. Announced at the 96th ICAR Foundation an
Slide 23: ESG Impact
O JAIN’ Jain Irrigation Systems Ltd. ESG Impact x iiginn Seon 6,395 owh n product 19 MN TN ZERO Liquid diecharge (ZLD) in 22
Slide 24: CSR Update
CSR Update Jain Irrigation Systems Limited (JISL) has actively engaged in various Corporate Social Responsibility (CSR) activities this financial year, focusing on rural development, education, sports, environmental conservation, hunger eradication and pandemic support. Below are the key highlights
Slide 25: CSR Update
CSR Update d) Promoting Sports: Our Jain Sports Academy (JSA), under the BKJMF trust, coordinates and handles all sports activities, currently training over 450 players across various sports. The academy offers training and conducts competitions in traditional Indian games like kho kho, volleyball,
Slide 26: Disclaimer
Disclaimer This investor presentation has been prepared by Jain Irrigation Systems Limited and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered or supplied shoul
Slide 27: Let's meet on Q2 FY25 Earnings Conference Call
Contact Us You may send your queries to Mr. Bipeen Valame; Mr. Avdhut Ghodgaonkar @ jisl.investors@jains.com Let’s meet on “Q2 FY25 Earnings Conference Call” On Monday, 28th October, 2024 at 04:30 PM IST Dial-in numbers Primary Access Number for Participants: +91 22 6280 1136 / +91 22 7115 8037 Inte
Jain Irrigation Systems — Q2 FY25 Earnings Presentation on 6ix