Slide 1: Cover letter to stock exchanges on AGM presentation
B Dynamic Cables Limited (Govt Recognised STAR Export House) Date: August 25, 2022 To, BSE Limited National Stock Exchange of India Ltd ‘Phiroze Jeejeebhoy Towers Exchange Plaza, 5t Floor, Plot No. C/1 .- - Dalal Street, G-Block, Bandra-Kurla Complex, / AL-59 / MVCC Conductors. Mumbai-400001 Bandra(
Slide 2: Dynamic Cables Limited 15th Annual General Meeting
DYNAMIC CABLES LIMITED Excellence Endurance Growth 15th Annual General Meeting 24th August 2022 1
Slide 3: Flow of Presentation
Flow of Presentation 04-09 About us 10 Key Highlights 11 ESG 12-16 Financials 17-18 Leadership 19 Strengths 20-21 Our Focus & Strategy 22 Opportunity 2
Slide 4: Safe harbor
Safe harbor This presentation has been prepared by Dynamic Cables Limited (the “Company”) for general information purposes only, without regard to any specific objectives, suitability, financial situations and needs of any particular person and does not constitute any recommendation or form part of
Slide 5: Leading mid tier manufacturer of HT cables, LT cables and conductors
Dynamic Cables Ltd is a leading mid tier manufacturer of HT cables; LT cables; and conductors for electrical power transmission, distribution, and railway signaling. Our 3 state-of-the-art plants in Jaipur and Reengus deliver best-in-class products to government and private distribution companies, E
Slide 6: Dynamic Cables Ltd: Snapshot
Dynamic Cables Ltd: Snapshot Revenue (FY22) INR 563.6crore PAT (FY22) INR 30.9crore Incorporated April, 2007 Shares Issued 2,20,14,000 Current Mkt Price* INR 147 Market cap* INR 323crore 52 Week High/Low* INR 174/59 Shareholding (As on June 2022) Promoters 74.36% Public 25.64% Stock codes BSE (DYNAM
Slide 7: Our product portfolio
Our product portfolio HT Cables 66kV Power Cables MV Aerial Bunched Conductors MV Power Cables Copper MV Power Cables Aluminum LT Cables LV Aerial Bunched Cables LV XLPE Power Cables LV PVC Power Cables LV PVC & XLPE Control Cables LV PVC Cables Railway Copper Signalling Cables Conductors ACSR Condu
Slide 8: Global sales footprint
Global sales footprint 1. Afghanistan 22. Mauritania 2. Australia 23. Mauritius 3. Bangladesh 24. Mozambique 4. Benin 25. Myanmar 5. Bhutan 26. Nepal 6. Burkina 27. Nigeria 7. Democratic 28. Philippines Republic of Congo 29. Rwanda 8. Egypt 30. Senegal 9. Ethiopia 31. Sierra Leone 10. Gabon 32. Sout
Slide 9: Marquee clients and Certifications
Marquee clients and Certifications Compliance certifications 8
Slide 10: Evolution
Evolution 1986- 2006- 2010- 2020- 2005 2009 2019 2022 . • Inception of Dynamic • Augmented with low voltage cables • Remodeled into Dynamic Cables Ltd. and • Migration to BSE mainboard Engineers manufacturing . facility in Unit I. brought initial public offer • Set up 1.4 MW Rooftop solar captive •
Slide 11: Key Highlights
Key Highlights For the year ➢ Company started manufacturing of RDSO approved railway signaling cables , going forward signaling cables to have sizeable portion in overall sales ➢ External Credit Rating upgraded from BBB to Crisil BBB+ , the upgradation will help in access to cheaper credits. ➢ Compa
Slide 12: Environmental, Social and Governance Responsibility
Environmental, Social and Governance Responsibility Growth with responsibility Construction of school blocks, toilets, classrooms At Jaipur Construction of School and Hostel Facility At Jaipur Providing Assets to School At Ajmer CSR Initiatives – at different locations for environment sustainability
Slide 13: Key financial highlights
Key financial highlights Revenue Operating Profit % PAT 526.5 563.6 10.50% 10.60% 30.9 428.6 9.10% 356.9 7.50% 342.6 21.2 18.3 5.50% 9.8 7.4 FY18 FY19 FY20 FY21 FY22 FY18 FY19 FY20 FY21 FY22 FY18 FY19 FY20 FY21 FY22 ROCE Gross Debt EBITDA/INTEREST 23.70% 4.60x 149.6 20.50% 3.77x 17.04% 143.4 2.95x 1
Slide 14: Revenue mix: In line with evolving market requirements
Revenue mix: In line with evolving market requirements Product category wise 8.80% 9.10% 14.53% 20.60% 1.39% 38.50% 39.80% 37.20% 33.48% 44.50% 47.70% 51.40% 53.70% 50.60% 34.90% 13.80% FY18 FY19 FY20 FY21 FY22 Products HT Cables LT Cables Railway Signaling cables Conductors Key Highlight More focus
Slide 15: Revenue mix: Market segments
Revenue mix: Market segments rising share of high-growth segments 10.30% 6.70% 10.97% 17.50% 13.80% 34.50% 65.70% 66.20% 65.60% 76.20% 55.20% 27.50% 22.83% 17.00% 9.90% FY18 FY19 FY20 FY21 FY22 Government Private Export Domestic Outlook Export disrupted in FY21 and FY 22 Focus on high quality privat
Slide 16: Exports
Exports (INR crore) 72.86 Key growth opportunity—driven by power 61.84 infrastructure investments in Africa and Asia. 36.76 35.28 Business is aligned with our current competencies 33.92 and presence in export markets. Exports contributed 11% share to overall sales, FY18 FY19 FY20 FY21 FY22 despite g
Slide 17: Management Comment
Management Comment Commenting on the performance , Mr. Ashish Mangal , Managing Director at Dynamic Cables said : I am pleased to report that on back of our robust capabilitie we were able to deliver a strong performance in FY 2021-22 with regard to improving market sentiments and focus on profitabi
Slide 18: Leadership Board
Leadership Board Rahul Mangal Chairman and Non-Executive Director Experience: 30 years Engaged in manufacturing of transformer and CRGO Laminates at Mangal Electrical Industries Pvt Ltd , Jaipur Sumer Sing Punia Ashok Kumar Bhargava Director (Non-Executive) Independent Director Ashish Mangal Managin
Slide 19: Leadership: Key management
Leadership: Key management Name Designation Expertise Experience Education Murari Lal Poddar CFO Finance; accounts, banking 25 years CA Naina Gupta CS Legal; secretarial; compliance 3 years CS & LLB MSc in Applied Umesh Bhai Mistry Plant head 1 Overall plant operations with expertise 15 years Physic
Slide 20: Strengths
Strengths Infrastructure Customer relationships Design competencies Market intelligence Large capacities and Long Standing relationships Strong product design Long-standing relationship best-in-class technology with large and diversified with local agents in overseas Focus on adding a range of custo
Slide 21: Our focus
Our focus Enriching our product portfolio. The bottomline Increasing our presence in target geographies to capture evolving global market opportunities. To be a technology-driven organization Near Term Attain cost leadership from Improvements in To embrace innovation, explore technical collaboration
Slide 22: Strategy
Strategy leverage core strengths CORE COMPETENCE OPPORTUNITY Power & Transmission Cables Infrastructure Railway signaling cables; RDSO approved cables Swift turnaround post COVID-19 Other niche cables under R&D. Exciting growth opportunity in Indian Power Transmission & Distribution Sector Continuou
Slide 23: Opportunity
Opportunity Multiple Drivers of growth in core business India Global 3X to 7X increase in daily electricity demand over the next 20 years. Increased energy demands in Asia Pacific, By 2040, IEA anticipates India’s installed power capacity to grow to up to 1500 GW Middle East, and South America leadi
Slide 24: Thank you
DYNAMIC CABLES LIMITED Thank you Dynamic Cables Limited +91 141 4042005, 2262589 investor.relations@dynamiccables.co.in F-260, Road Number 13 V.K.I Area, Jaipur, Rajasthan India