Dynamic Cables Ltd. · NSE:DYCL
Dynamic Cables — Shareholder Meeting (September 2021)
26 slides from Dynamic Cables's shareholder meeting presentation, Sep 6, 2021
Slide 1: Regulation 30 disclosure letter to BSE
Dynamic Cables Limited (Govt Recognised STAR Export House) (An ISO 9001:2015,14001:2015 &45001:2018 Company) Date: September 06, 2021 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street Mumbai-400 001 vi .......u 0 ::::, "t:l Ref: Dynamic Cables Limited - Scrip Code - 540795 C 0 u Subject: Discl
Slide 2: Annexure I - Summary of Proceedings of the 14th AGM
Annexure - I SUMMARY OF PROCEEDINGS OF THE 14th ANNUAL GENERAL MEETING OF DYNAMIC CABLES LIMITED: The 14th Annual General Meeting (AGM) of the Members of Dynamic Cables Limited ('the Company') was held on Monday, September 06, 2021 at 4.00 P.M (1ST) through Video Conferencing ("VC") or Other Audio V
Slide 3: AGM proceedings and items of business
The meeting commenced at 4:00 PM (IST) and concluded at 5:05 PM (1ST). Mr. Rahul Mangal chaired the meeting. The Chairman informed that this annual general meeting is being held through video conference in accordance with the circulars issued by the Ministry of Corporate Affairs and SEBI. He request
Slide 4: Focused growth through core strengths
DYNAMIC CABLES LIMITED Focused growth through core strengths 14th Annual General Meeting 6th September 2021 06-Sep-2021 1
Slide 5: Safe Harbour
Safe Harbour 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 6: Agenda
Agenda 01 About us 02 Financials 03 Vision and strategy 04 Opportunities, strengths, differentiators 05 06-Sep-2021 3
Slide 7: Dynamic Cables Ltd company overview
Dynamics Cables Ltd is a 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, EPC contractors, a
Slide 8: Snapshot
Snapshot Revenue (FY21) INR 342.6 crore PAT (FY21) INR 9.8 crore Incorporated April, 2007 Shares Issued 2,20,14,000 Shareholding (As on June 2021) Promoters 74.16% Others (public as on June 2021) 25.84% Stock codes Reuters DYNB.BO Bloomberg DYCL:IN BSE (DYNAMIC | 540795 | INE600Y01019) 06-Sep-2021 5
Slide 9: Our products
Our products HT Cables 66kV power cables MV aerial bunched conductors MV power cables copper LT Cables LV power cables copper LV aerial bunched cables LV power cables aluminum LV control cables LV concentric cables Railway signaling cables Galvanized stay wires Conductors Bare conductors Insulated c
Slide 10: Global presence
Global presence 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. South Afric
Slide 11: Marquee clients
Marquee clients 06-Sep-2021 8
Slide 12: Timeline
Timeline Commencement of Started manufacturing Ultra-Modern of MV Covered 200000 SqFt Conductors Manufacturing (MVCC) 2021 Facility for manufacturing 66KV 2020 Started Cables in Reengus, manufacturing Rajasthan-Unit III 2019 RDSO Started construction approved of an ultra-modern 2018 Won "Rajasthan r
Slide 13: Infrastructure & Manufacturing
Infrastructure & Manufacturing Current capacity of the plants can generate Rs 800- 1000 Crs of revenue, with marginal capex Telepresence robots for process inspection and clean room operations Manufacturing plants at 3 sites—2 in Jaipur; 1 at Reengus Site 1 Jaipur Plant F-260, Road No. 13, VKI Area
Slide 14: 5-year financials
5-year financials (INR crore) Particulars FY17 FY18 FY19 FY20 FY21 Consolidation of business towards value Revenue 300.0 356.9 526.5 428.6 342.6 added products in last 2 years. Post General Elections in 2019 and Covid related Operating EBITDA 21.2 19.6 48.2 45.2 25.6 disruption, now on a strong sust
Slide 15: Revenue mix: In line with evolving market requirements
Revenue mix: In line with evolving market requirements Products 16.20% 13.80% 34.90% 51.40% 53.70% 39.20% 47.70% 44.50% 39.80% 37.20% 44.60% 38.40% 20.60% 8.80% 9.10% FY17 FY18 FY19 FY20 FY21 Conductors LT HT Focused efforts towards high value add products 06-Sep-2021 12
Slide 16: Revenue mix: Market segments
Revenue mix: Market segments rising share of high-growth segments 11.40% 10.30% 6.70% 9.90% 17.00% 38.10% 34.50% 65.70% 65.60% 76.20% 50.50% 55.20% 27.50% 17.50% 13.80% FY17 FY18 FY19 FY20 FY21 Govt. Private Export Domestic Outlook ➢Export & railways expected to contribute significantly in future gr
Slide 17: Exports
Exports (INR crore) 72.94 ➢Key growth opportunity—driven by power infrastructure investments in Africa and Asia. ➢Business is aligned with our current 33.56 36.21 35.45 33.59 competencies and presence in export markets. ➢Export contributed 10% share to overall sales, despite FY21 being disrupted and
Slide 18: Healthy recovery in Q4FY21 continued into Q1FY22
Healthy recovery in Q4FY21 continued into Q1FY22 Indicates a sustainable medium-term revival of the business cycle INR crore Q1FY22 Q4FY21 Operating Revenue 114.5 139.2 Operating EBITDA 12.0 11.6 EBITDA% 10.5% 8.3% PAT 5.5 5.4 Debtors outstanding 122.8 127.7 Focus towards augmenting operating effici
Slide 19: Our focus
Our focus To be a technology-driven organization Near Term To embrace innovation, explore technical Attain cost leadership from Improvements in collaboration, acquisitions, and invest in operating efficiency and productivity. research & development. Align our products with market requirements. To gr
Slide 20: Growth Strategy
Growth Strategy Focus on raising capacity utilization and increasing Cost rationalization operating cash flows. through efficiency, Future capital allocation towards: improvement, Working capital for business growth. Optimized maintenance and growth capex innovation Debt reduction Targeted investmen
Slide 21: Achieving the strategy
Achieving the strategy Leverage core strengths CORE COMPETENCE OPPORTUNITY Infrastructure Railway signaling cables; RDSO approved. cables Communication cables under R&D. Swift turnaround post extended Covid disruption Growth opportunity: INR 1000-1500 crores p.a. Consolidation of small & marginal pl
Slide 22: Leadership: Board
Leadership: Board Rahul Mangal Chairman and Non-Executive Director Shalu Mangal Sumer Sing Punia Ashok Kumar Bhargava Whole Time Director Additional Director (Non-Executive) Independent Director Ashish Mangal Managing Director Experience: 25 years Leads production, marketing and quality control. Res
Slide 23: Leadership: Key management
Leadership: Key management Name Designation Expertise Experience Education Murari Lal Poddar CFO Finance, Accounts, Banking 25 Years CA Honey Chordia CS Legal, Secretarial & Compliance 6 Years CS, LLB Umesh Bhai Mistry Plant head 1 15 Years MSc in Applied Physics Overall plant operations in which th
Slide 24: Opportunity
Opportunity Multiple Drivers of growth in core business India Global 3X to7X increase in daily electricity demand in 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 leading to (
Slide 25: Strengths
Strengths Infrastructure Customer relationships Design competencies Market intelligence Large capacities and Client relationship Strong product design Market Intelligence best-in-class technology Longstanding relationships Focus on adding a range of Long standing relationship Integrated business mod
Slide 26: Thank you
DYNAMIC CABELS LIMITED Thank you Dynamic Cables Limited +91 141 4042005, 2262589 info@dynamiccables.co.in F-260, Road Number 13 V.K.I Area, Jaipur, Rajasthan India
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