Jain Irrigation Systems Limited · NSE:JISLDVREQS
Jain Irrigation Systems — H1 FY22 Earnings Presentation
20 slides from Jain Irrigation Systems's earnings presentation, Nov 13, 2021
Slide 1: Investor Communication cover letter to stock exchanges
6/2 Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions, “Leave this world better than you found it.” Founder - Bhavarlal H. Jain (1937 - 2016) JISL/SEC/2021/1 1/B-2/B-6 13"" November, 2021 To, To, Bombay Stock Exchange Ltd., National Stock Exchange of India Ltd., Corporate Relationship Depart
Slide 2: 2Q & 1H FY21-22 Investor Communication
a O DRIP IRRIGATION SPRINKLER IRRIGATION INTEGRATED IRRIGATION Qya CONTROLLED AGRICULTURE & TISSUE CULTURE PLANTS & NURSERY PVC PIPES& FITTINGS vos PE PIPES & ATTINGS “serene, SOLUTIONS GREEN HOUSE “o WY MZ ri =r . ep \ AS IN “T ) 1s ‘s NY - . I INTEGRATED PLASTIC SOLAR ENERGY SOLAR PUMPING FRUIT ON
Slide 3: The journey of Jain Irrigation Systems Ltd.
The journey of Jain Irrigation Systems Ltd. started with a young boy who wanted to excel at his studies, even if it meant studying under the only lamp in his village. His determination an ideas revolutionalised the face of the agricultural industry in India and in turn, he was recognised globally fo
Slide 4: About the Company
About the Company OJAIN Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions? on 1963 Incorporated in 1986 6 JAIN Va #O <2 Started our trading business in agricultural inputs and equipment Jain Irrigation Systems Ltd. S%,we H4 HOYTy NS we Micro-irrigation company Micro-irrigation company Compan
Slide 5: Corporate Philosophy
Corporate Philosophy ye Small Ideas. Big Revolutions? Leave this world better than you found it Vision Establish leadership in whatever we do at home & abroad Serve & strive through strain & stress; Do our noblest, that’s success Achieve continued growth through sustained innovation for total custom
Slide 6: Business Segments
Business Segments 6 SAIN Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions? Hi-tech Agri Input ie Plastic Division Agro Processing Other Division/ eo (MIS & TC) CM ast eee aoe Pe enters = Drip & Sprinkler Systems = PVC Pipes, fittings, = Fruit pulps, concentrates, m Other division includes:
Slide 7: Global recognition and quality
Global recognition and quality OJAIN Jain Irrigation Systems Ltd. Honored with numerous awards for contribution to agriculture Small Ideas. Big Revolutions? @ “Crawford Reid Memorial Award” Irrigation Association, USA m@ “Padmashree” to Chairman Science & Engineering (Government of India) m “Water C
Slide 8: Certification and quality
tion and quality certification OJAG Ay Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions? BRC (British Retail Consortium) Ve ISO 14001 : 2015 (Environment Management e Onion & Vegetable Dehydration Unit-Jalgaon System) & & Vadodara OHSAS 18001 : 2007 (Occupational Health & BRC e Fruit Proces
Slide 9: Global Brand Equity
Global Brand Equity ni, GO SAIN | 4 Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions.® JAIN MICRO IRRIGATION SYSTEMS AND EQUIPMENT - MORE CROP PER DROP® © Jain - dain Jain Quick Connect 4 e » PY at Drip More Crop Per Drop” Sprinklers More Crop Per Drop® Rainport More Crop Per Drop® Acutain
Slide 10: 2Q & 1H Highlights
2Q & IH— Highlights ye Small Ideas. Big Revolutions? Hi-tech Agri Input Division (Hi-Tech) ¢ Continued strong global revenue growth e Sustained EBITDA Margins e Strong order book position of INR 20,663 mn Plastic Division (Plastic) e Reasonable growth in business on back of high raw material prices
Slide 11: Financial Performance: 2Q FY22
Standalone Rs. Mn 6,385 3,989 931 58 -379 -1,069 9 -664 Financial Performance: Consolidated” Rs. Mn 2Q FY22 16,446 12,024 2,328 829 1,082 1,536 1,921 -615 “ from continuing operation
Slide 12: Financial Performance: 1H FY22
Standalone Rs. Mn 13,353 1,953 144 “544 “2,099 239 -1,285 Financial Performance: Consolidated” Rs. Mn 1H FY22 34,221 251413 4,966 1,637 1,216 -3,009 2,900 1,211 “ from continuing operation
Slide 13: Segment Overview: Q2 FY22
ao Standalone Revenue Rs. Mn Hi-tech Agri Inputs 3,955 61.5% 21.3% Plastic 2,317 51.3% 119 5.1% Other 114 1188.4% -31 -26.9% Total 6,385 60.1% 931 14.6% Consolidated Revenue” Rs. Mn Overview: Hi-tech Agri Inputs 9,378 36.7% 1,648 17.6% Q2 FY2 2 Plastic 3,301 50.5% 244 7-44 Agro / Food 3,668 23.8% 44
Slide 14: Segment Overview: 1H FY22
ao Standalone Revenue Rs. Mn Hi-tech Agri Inputs 8,440 61.9% 1,711 20.3% Plastic 4,731 34.8% 275 5.8% Other 182 190.5% -33 -18.0% Total 13,353 52.0% 1,953 14.6% ooo Consolidated Revenue” Rs. Mn Segment Overview: Hi-tech Agri Inputs 20,178 34.9% 3,/37 18.5% 1H FY22 Plastic 6,742 41.8% 4,04 6.0% Agro
Slide 15: Order Book Position: 2Q FY22
Standalone Rs. Mn Order Book Position 15,616 6,566 22,182 Order Book Position : Consolidated Rs. Mn 2Q FY 22 Order Book Position 20,663 6,928 10,682 38,273
Slide 16: Revenue Mix Q2 FY22
Standalone “| 36% © Hi-Tech Plastics | Other m= Domestic Export Revenue V1 ad (<5, Q2 FY22 Consolidated” 1% 22% See 20% 63% m@ Hi-Tech Plastics | Agro Other m™ India Rest of World “ from continuing operation
Slide 17: Revenue Mix 1H FY22
Standalone © Hi-Tech Plastics | Other m= Domestic Export Revenue V1 ad (<5, 1H FY22 Consolidated” 0% 21% 20% 63% m@ Hi-Tech Plastics | Agro Other m™ India Rest of World “ from continuing operation
Slide 18: Working Capital Analysis
Standalone EWE DSO Sept 30, 2021 DSO June 30, 2021 DSO Sept 30, 2020 Net WC | Inventory ale oe ale 134 350 437 136 384 470 225 643 780 63 178 234 63 202 251 57 248 291 116 297 379 118 331 411 170 497. 608 Working Capital Consolidated Analysis 110 160 227 111 179 246 128 239 314 67 117 167 68 134 177
Slide 19: Debt Position
Rs. Bn Debt Profile 30-6-21 Change Debt Position 32.22 30.38 1.84 30.44 37.30 37.15 0.15 35.28 69.52 67.52 1.99 65.72 64.08 63.39 0.69 61.07 5% of gross debt (standalone) & 47% of gross debt (consolidated) is in foreign currency as of Sept 30, 2021 Vv
Slide 20: Contact
po Ae You may send your queries to gupta.neeraj@jainfarmfresh.com and fame . a eee Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions
Jain Irrigation Systems — H1 FY22 Earnings Presentation on 6ix