Jindal Saw Limited · NSE:JINDALSAW
Jindal Saw — Q4 FY25 Earnings Presentation
20 slides from Jindal Saw's earnings presentation, May 2, 2025
Slide 1: Earnings Presentation Q4 & FY25 Results
EARNINGS PRESENTATION Q4 & FY25 RESULTS Friday, May 2, 2025
Slide 2: Disclaimer
Disclaimer Statements made during today’s discussion and those contained in this document could constitute “forward looking statements” including, without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments
Slide 3: Standalone Financial Highlights
Standalone Financial Highlights 3
Slide 4: Q4 & FY25 Result Highlights (Standalone)
Q4 & FY25 Result Highlights (Standalone) Q4 FY25 Q4 FY24* Change FY25 FY24* Change Particulars (Rs in Million) (Rs in Million) (%) (Rs in Million) (Rs in Million) (%) Audited Audited Audited Audited Total Income (#) 44,495 50,061 -11% 1,81,777 1,82,330 - EBITDA 8,563 9,726 -12% 34,558 32,261 7% Fina
Slide 5: Quarterly Financial Performance Trends – Standalone
Quarterly Financial Performance Trends – Standalone (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%) ** 50,061 19.4 19.5 47,902 19.1 19.2 18.3 45,209 44,495 44,171 9,725 8,751 8,821 8,563 8,422 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 *EBITDA: Earnings Before In
Slide 6: Annual Financial Performance Trends – Standalone
Annual Financial Performance Trends – Standalone (Rs. In Mio.) Revenue EBITDA* 1,82,330 1,81,777 EBITDA Margin (%) ** 1,57,031 19.0 17.7 1,12,434 12.3 11.6 32,261 34,558 13,851 18,273 FY 22 FY 23 FY 24 FY 25 FY 22 FY 23 FY 24 FY 25 Profit before Tax (PBT) Profit after Tax (PAT) PBT Margin (%) ** PAT
Slide 7: Consolidated Financial Highlights
Consolidated Financial Highlights Home with solid fill 7
Slide 8: Q4 & FY25 Result Highlights (Consolidated)
Q4 & FY25 Result Highlights (Consolidated) Q4 FY25 Q4 FY24* FY25 FY24* Particulars Change (%) Change (%) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) Audited Audited Audited Audited Total Income (#) 50,675 54,937 -8% 2,09,478 2,11,259 -1% EBITDA 7,571 9,888 -23% 35,482 34,892 2% F
Slide 9: Quarterly Financial Performance Trends – Consolidated
Quarterly Financial Performance Trends – Consolidated (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%)** 18.0 56,023 17.8 16.9 18.2 54,937 14.9 52,933 50,675 49,848 9,888 9,445 9,614 8,853 7,571# Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 * EBITDA: Earnings Before
Slide 10: Annual Financial Performance Trends – Consolidated
Annual Financial Performance Trends – Consolidated (Rs. In Mio.) Revenue EBITDA * EBITDA Margin (%) ** 2,11,259 2,09,478 1,80,464 16.9 16.5 1,34,510 11.6 10.2 34,892 35,482# 15,546 18,439 FY 22 FY 23 FY 24 FY 25 FY 22 FY 23 FY 24 FY 25 *EBITDA: Earning Before Interest, Tax, Depreciation & Amortizati
Slide 11: Operational Metrics (Standalone)
Operational Metrics (Standalone) Products Production Q4 FY25 Q4 FY24 % Change ~ YoY FY25 FY24 % Change ~ YoY ~MT ~MT ~MT ~MT Iron & Steel Pipes 3,98,000 4,60,000 -13% 17,04,000 17,40,000 -2% Pellets 3,87,000 3,88,000 - 16,50,000 15,37,000 7% Products Sales Q4 FY25 Q4 FY24 % Change ~ YoY FY25 FY24 %
Slide 12: Order Book Position (Standalone)
Order Book Position (Standalone) The current order book for pipes and pellets is ~ US$ 1,328 million Iron & Steel Pipes ~ $ 1,322 During Q4 FY25, the Company reported order book of ~ $ 1,328 million for iron & steel mn pipes and pellets. Iron & steel pipes account for ~ $ 1,322 million and pellets f
Slide 13: Update on debt position – Institutional Debt
Update on debt position – Institutional Debt As on Mar 31, As on Dec 31, Total Debt Break-up (Standalone) Particulars (Rs. In million) (Rs. In Mio) 2025 2024 Standalone Debt 23,835 33,311 39,916 32,551 34,114 33,311 Long Term Debt* 23,835 8,516* 9,302 14,926 25,159 22,260 24,009 Net Short Term/Worki
Slide 14: Corporate updates
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Slide 15: Key corporate updates
Key corporate updates Credit Rating In September 2024, CARE Ratings has reaffirmed “CARE A1+ (A One Plus)” for Short-term debt facilities including commercial paper and “CARE AA (Outlook “Stable”) for Long- term debt facilities. In October 2024, Brickwork Ratings has reaffirmed “BWR AA with Stable O
Slide 16: Outlook
Outlook 16
Slide 17: Macro growth drivers
Macro growth drivers o GoI’s strong focus on infrastructure development across sectors like water (Jal Jeevan Mission, pipelines), and energy (oil & gas Infrastructure pipelines, power plants) Development ▪ Smart Cities Mission and the AMRUT program focus on upgrading urban infrastructure o Rapid ur
Slide 18: Jindal Saw: Way forward
Jindal Saw: Way forward Consolidate leadership Leverage deep-routed position by tapping relationships to Business incremental maintain healthy Focus on specialized Disciplined financial diversification opportunities order book position offerings outcome To have To benefit from To sustain order To dr
Slide 19: About Us
About Us Jindal Saw (NSE – JINDALSAW, BSE - 500378) has a business model that is well diversified in terms of strategic locations, markets, products, industries, and customers. The business model is designed to create a hedge against simultaneous risks and adverse macros, which For more information,
Slide 20: Thank You
3 JINDAL SAW LTD. nda. TOTAL PIPE SOLUTIONS Thank You ae