Bew Engineering Ltd. · NSE:BEWLTD

Bew Engineering — Investor Presentation (November 2024)

37 slides from Bew Engineering's investor presentation, Nov 18, 2024

  1. Slide 1: Regulation 30 intimation letter to NSE

    Monday, November 18, 2024 To, Listing Compliance Department, National Stock Exchange of India Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, India. Dear Sir/Madam, NSE Symbol: BEWLTD ISIN: INE0HQI01014 Subject: Intimation under Regulation 30 of the SEBI (

  2. Slide 2: BEW Engineering Limited Investor Presentation November 2024

    BEW BEW Engineering Limited Investor Presentation November 2024

  3. Slide 3: Disclaimer

    This presentation has been prepared by BEW Engineering Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or

  4. Slide 4: Agenda

    01 Financial Performance 02 Company Overview 03 Industry Overview › Chairman’s Message › About Us › Process Equipment Industry Overview › Equity raised during the year › Journey So Far › Government Initiatives › Journey of 5 years › Experience Management › H1FY25 Highlights › Key Strengths › Financi

  5. Slide 5: Financial Performance

    Financial Performance

  6. Slide 6: Chairman's Message

    During the first half year we have registered a Revenue of Rs. 51.10 cr. EBITDA and PAT were Rs. 10.60 crore and Rs. 6.02 crore respectively. Our production remained consistent with previous financial year. However, extreme rainfall in key chemical industry regions, particularly Gujarat, Telangana,

  7. Slide 7: Equity raised during the year

    1st Fund Raise Equity Infusion Shares Value Equity infusion in May 2023 3,31,500 shares of 820 each 27,18,30,000 2nd Fund Raise Equity Infusion Shares Value Equity warrants infusion in Sep 2023 1,00,000 shares of 1,500 each 15,00,00,000 Out of which 25% received 3,75,00,000 3rd Fund Raise Equity Inf

  8. Slide 8: Journey of 5 years

    Recognized and Trusted by Industry Giants  Some of the biggest and highly respectable companies accredited and approved us as supplier  SABIC - Got approval from SABIC and first order has been completed successfully  AJINOMOTO (Japan) – Received 5 Crs order for ANFD & Historic milestone with list

  9. Slide 9: Half Yearly Performance

    Revenue from Operations EBITDA* PAT 65.56 6.02 10.60 Half Yearly Performance (Rs. In Crore) 51.10 8.19 4.18 H1 FY24 H1 FY25 H1 FY24 H1 FY25 H1 FY24 H1 FY25 EBITDA Margins PAT Margins 11.79% 20.75% 12.50% 6.37% *Excluding other income H1 FY24 H1 FY25 H1 FY24 H1 FY25 8

  10. Slide 10: Half Yearly Financial Highlights

    Rs. Crore Particulars H1 FY25 H1 FY24 Y-o-Y % H2 FY24 Income from Operations 51.10 65.56 55.20  Income from operations was Rs. 51.10 crore in H1 FY25, as against Rs. Total Income 51.10 65.56 (22.06%) 55.20 65.56 crore in H1 FY24, a YoY Raw Materials 32.89 52.29 32.59 decrease of 22%. This was prima

  11. Slide 11: H1 FY25 Highlights

    ₹ 51.10 Crore ₹ 10.60 Crore ₹ 6.02 Crore Revenue From Operations EBITDA PAT (22.06%) (Y-o-Y) Margin 20.75% Margin 11.79% Order book of ₹ 90 Crore Net Worth ₹ 131.83 Crore RoCE > 6.14% as on 30th September, 2024 Note: Consolidated Financials 10

  12. Slide 12: H1 FY25 Revenue Break-ups

    Geography-wise Revenue Break-up Industry-wise Revenue Break-up Product-wise Revenue Break-up Export, Other 18.43%, Agrochemicals API & Pharma, 8% Blender, 2.52% & Pesticides, 22.4% Reactor, 12.8%, 6.13% Tank, 4.33% Filter, 7.92%, Chemical & Domestic, Speciality Dryer, 81.57% Chemicals, 71.29% 64.7%

  13. Slide 13: FY24 Revenue Break-ups

    Geography-wise Revenue Break-up Industry-wise Revenue Break-up Product-wise Revenue Break-up Export, Others, Other 7.10%, 6.0% Blender, 0.11% Reactor, 1% 6.23% Speciality Chemicals, Mixer, 2.79% 32.0% Filter, 18.32%, API & Pharma, 45.3% Domestic, Agrochemicals Dryer, 92.90% & Pesticides, 71.46% 16.7

  14. Slide 14: Annual Financial Highlights

    Rs. Crore Particulars FY24 FY23 Y-o-Y % Income from Operations 120.76 105.61 Total Income 120.76 105.61 14.35%  Income from operations for the Raw Materials 84.88 81.57 year ended was Rs. 120.76 crore in FY24, as against Rs. 105.61 Employee Cost 3.84 2.59 crore in FY23, a YoY increase of Other Expe

  15. Slide 15: Annual Revenue, EBITDA and PAT Trends

    Revenue from Operations (Rs. Crore) EBITDA (Rs. Crore) / EBITDA Margin (%) 25.00% 30.00 19.80% 120.76 20.00% 25.00 99.42 105.61 23.91 13.80% 13.76% 20.00 15.00% 11.00% 15.00 59.36 59.41 10.00% 7.41% 14.53 10.00 10.94 5.00% 8.20 5.00 4.40 0.00% 0.00 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 P

  16. Slide 16: Balance Sheet

    Rs. Crore Rs. Crore As on 30th As on 31st As on 30th As on 31st Liabilities September 2024 March 2024 Assets September 2024 March 2024 Shareholder’s Funds 131.83 70.96 Non-current assets 38.00 32.33 Share capital 3.27 2.91 Property,Plant & Equipment 29.69 24.09 Reserves & Surplus 124.82 64.30 Money

  17. Slide 17: Key Ratios

    RoE(%) RoA(%) 8.2% 29.2% 27.5% 24.2% 6.0% 5.7% 19.1% 3.2% 8.7% 1.0% FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 RoCE(%) Total Debt to Equity Ratio 26.0% 3.36 20.6% 21.9% 2.94 18.2% 12.6% 1.39 1.58 0.91 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 RoE = Net Profit/Net Worth | RoA = Net Pro

  18. Slide 18: Working Capital Analysis

    Inventory Receivables 44 322 39 298 304 247 227 23 17 16 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 Payables Net Working Capital 152 305 131 134 125 195 196 114 130 56 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 17

  19. Slide 19: Company Overview

    Company Overview 18

  20. Slide 20: About Us

    Among leading designer & World class single Incorporated in 2011 and manufacturer of process location integrated started commercial equipment for manufacturing production in 2013 Pharmaceutical & Facility Chemical Industry Diversified Product Domain expertise across 40% market share out Portfolio ac

  21. Slide 21: Journey So Far

     Fund raise through preferential allotment  Lade family took 100%  Delivered and installed Rotary Vacuum management control Paddle Dryer (RVPD)  Incorporated BEW over BEW by buying  Bagged export order of Twist Lock Teeth Engineers and  Executed 1st CE Khokrale family stake  Converted Public

  22. Slide 22: Experienced Management

    Mr. Prakash Lade Mr. Rohan Prakash Lade Mr. Yogesh Khandu Darekar Ms. Bhavna Kukreja Company Secretary & Chairman Managing Director Chief Financial Officer Compliance Officer  Diploma in Mechanical  Diploma in Mechanical  B.com, Inter CA and Accounting  B.com and Company Secretary from Institute

  23. Slide 23: Key Strengths

    Cost effective and Quality Manufacturing Experienced Management  Certified as an authorized ASME U & R stamp  Over 5 decades of experience in this business manufacturer  Supported by team of professionals having  Manufacturing custom made equipments which helps us knowledge of our various busine

  24. Slide 24: Industry Overview

    Industry Overview 23

  25. Slide 25: Process Equipment Industry Overview

    Indian Chemical Industry Chemical Industry Market size (US$ billion) Domestic demand is expected to rise 304.0 278.1 254.3 2021 US$ 180 bn 212.8 232.6 194.6 178.0 India within Chemical 6th largest Chemical Producer in World 3rd in largest Asia 2040 US$ 1000 bn FY19 FY20 FY21 FY22 FY23 FY24 FY25 Indi

  26. Slide 26: Business Overview

    Business Overview 25

  27. Slide 27: Widest Product Range in the Industry

    BEW Engineering Limited manufacture the special range of filtration, mixing and drying equipments Used in Industries Sterile Intermediate Fine Speciality Pesticides & Agro Dyes and Food Pharmaceuticals Applications Compounds Chemicals Chemicals Insecticides Chemicals Products Equipments are manufact

  28. Slide 28: Main Products in the Portfolio (I)

    Table Top Nutsche Cone Mixer Agitated Nutsche Spherical Dryer Filter Dryer Dryer Filter Dryer with Agitator 27

  29. Slide 29: Main Products in the Portfolio (II)

    Rotary Vacuum Rotocone Vacuum Cantilever Rotocone Paddle Dryer Filter Dryer Vacuum Dryer Agitated Plough Shear Retractable Plough Pan Dryer Mixer Dryer Shear Mixer Dryer 28

  30. Slide 30: Our Expertise: Mixer Dryer and Nutsche Filter Dryer

    Cone Mixer Agitated Nutsche Dryer Filter Dryer Specifications: (Mixing and Specifications: (For Drying and homogenization of powders, Filtration of solids from liquids, Unique pastes and slurries, Special all design, Used in Pharmaceutical and drain design of screw provided for Speciality Chemicals)

  31. Slide 31: Our Expertise: Paddle Dryer and Table Top Nutsche

    Rotary Vacuum Table Top Nutsche Paddle Dryer Filter Dryer with Agitator Specifications: (For Drying Specifications: (To minimize and Mixing Processes, Ability contamination and exposure, to handle wide range of high purity chemicals, materials, Reduced product pharmaceuticals degradation, Minimal in

  32. Slide 32: State of the art Manufacturing Facilities

    Land acquired factory shed construction - in progress Second Facility Main facility 2,768 Sq. mtrs. 4,560 Sq. mtrs. Acquired in 2023 Started in 2011 Location: Location: TS-9A, M.I.D.C. Phase II, FE-10,MIDC Phase II Manpada Manpada Road, Dombivali Road, Dombivali (E) 421204 East. Dist. Thane, Maharas

  33. Slide 33: Marquee Customers: Pharmaceutical and Chemical Sector

    Pharmaceutical Sector Chemical Sector 32

  34. Slide 34: Strong Global Presence

    Russia USA Turkey Export Japan Israel Saudi Arabia Bangladesh Thailand Nigeria Malaysia Indonesia Brazil 33

  35. Slide 35: ie) aS) _ > ‘e) cD) hn =) =) => LL

    4 ie) aS) _ > ‘e) cD) hn =) =) => LL 34

  36. Slide 36: Way Ahead Strategies

    New Product Development 01  Continues focus to increase portfolio by addition of new products Export Opportunities 02  Strives towards audit by global pharma and chemical manufacturers (Recently audited and approved by SABIC) Operational Excellence  Improve operational efficiencies 03  Margin ex

  37. Slide 37: Contact details

    Company : Investor Relations Advisors : BEW Engineering Limited. Adfactors PR Pvt. Ltd. Ms. Bhavna Kukreja Mr. Amit Sharma / Mr. Rupesh Rege cs@bewltd.com amit.sharma@adfactorspr.com rupesh.rege@adfactorspr.com www.bewltd.com www.adfactorspr.com 36

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