Hindware Home Innovation Limited · NSE:HINDWAREAP
Hindware Home Innovation — Q4 FY22 Earnings Presentation
26 slides from Hindware Home Innovation's earnings presentation, May 27, 2022
Slide 1: Filing cover letter to stock exchanges
HINDWARE HOME INNOVATION LIMITED (Formerly Known as Somany Home Innovation Limited) Registered Office: 2, Red Cross Place, Kolkata - 700001 CIN: L74999WB2017PLC222970 T- +91-33-22487407/5668 I Website: www.shilgroup.com Email: investorggJshilgroup.com NEAPS/BSE ONLINE 27th May, 2022 The Corporate Re
Slide 2: Q4 & FY22 Financial Result Presentation
ACCELERATING GROWTH ASPIRATIONS AGILE | FLEXIBLE | INNOVATIVE Q4 & FY22 Financial Result Presentation May 26th, 2022
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Hindware Home Innovation Limited (formerly Somany Home Innovation Limited) (the “Company”) solely for your information and may not be distributed, reproduced, or redistributed or passed on directly or indirectly to any other person, whether within or
Slide 4: Business Overview
Business Overview Premium Consumer Appliances Leader in Industry Judicial mix of and Building Products Company leading growth owned and Sanitaryware and second largest in the in Plastic outsourced Owner of Brand Building Products faucets segment Pipes & manufacturing Hindware Segment Fittings capabi
Slide 5: About Us
About Us: The company is renamed Hindware Home Innovation Limited^ A Consumer Appliances and Building Products Company Hindware Home Owner of Hindware, a reliable and trusted brand across India Innovation Limited^ Leveraging innovation and expansive distribution infrastructure across businesse
Slide 6: Our Approach
Our Approach Harnessing distinct distribution networks to market newer products Several successful launches at and cross-selling regular intervals Introduce Expansive distribution reach across Strong R&D capabilities help in innovative all segments, enabling us to service introducing an inno
Slide 7: Acquisition of Building Products Manufacturing Business
Acquisition of Building Products Manufacturing Business Hindware Limited (formerly Brilloca Limited), the wholly-owned subsidiary of Hindware Home Innovation Limited^. acquired the building products manufacturing undertaking for a total slump sale consideration of ~ ₹700 Crore# The slump sale tr
Slide 8: Q4 & FY22 Financial Performance
Q4 & FY22 Financial Performance
Slide 9: Q4 & FY22 Performance (Consolidated)
Q4 & FY22 Performance (Consolidated) (₹ in crore) Revenue EBITDA PAT 11.8% YoY (3.8%) YoY 81% YoY Q4 FY 22 685.6 EBITDA Margin (%) 613.3 649.0 69.9 67.2 62.0 40.3 35.8 11.3% 9.4% 9.7% 22.3 Q4FY21 Q3FY22 Q4FY22 Q4FY21 Q3FY22 Q4FY22 Q4FY21 Q3FY22 Q4FY22 Revenue EBITDA PAT 29.2% 26.6% 271%
Slide 10: Q4 FY22 – Building Products Business Update
Q4 FY22 – Building Products Business Update Continued to outperform the Sanitaryware and Faucets segment o Growth driven by new product introductions and strengthening of distribution network in Tier 2 and Tier 3 markets, brand salience, and booming real estate & renovation market demand Financi
Slide 11: Q4 FY22 – Plastic Pipes & Fittings Business Update
Q4 FY22 – Plastic Pipes & Fittings Business Update TRUFLO registered a growth of 36.2% Y-o-Y with revenue at ₹205 crore and remains the fastest growing plastic pipes brand in India o Improved sales, volumes and market share on the back of improving brand recognition and superior quality Higher v
Slide 12: Q4 FY22 – Consumer Appliances Business Update
Q4 FY22 – Consumer Appliances Business Update Inflationary environment coupled with third wave of COVID, subdued demand from e-commerce platforms impacted the quarter performance o Revenue for the quarter stood at ₹121 crore o EBIT loss came in at ₹0.6 crore Continued focus on new product introd
Slide 13: Q4 FY22 – Retail Business Update
Q4 FY22 – Retail Business Update Increased demand for home renovations led to growth in revenue and profitability o Revenue stood at ₹15 crore, registering a growth of 11.8% Y-o-Y o EBIT remained flattish and came in at ₹1.3 crore o EBIT margin for the quarter stood at 8.6% Revised strategy to f
Slide 14: Business Segments Overview
Business Segments Overview
Slide 15: Building Products Segment
Building Products Segment 14
Slide 16: Building Products Business
Building Products Business Leading player in sanitaryware & faucets segments o Brands available across price points Control over entire value chain and strong network of distribution and service o In-house manufacturing and sourcing capabilities of Sanitaryware and Faucets, to have better and ef
Slide 17: Industry-First Innovative-Design Led Products
Industry- First Innovative-Design Led Products 16
Slide 18: Plastic Pipes & Fittings
Plastic Pipes & Fittings TRUFLO by Hindware, is the fastest growing plastic pipes and fittings brand in India o With 1,200+ SKUs already being offered and many more being added, TRUFLO aims to be amongst the top 5 players in 5 years In-house manufacturing for better efficiencies & end to end log
Slide 19: Marquee Clients
Marquee Clients . = ’ ad B (a ath... prigape || = SeeMla. | CounTRY MAHAGUN |) darnioft & | NBC cl x = a PROVIDENT" || PURAVANKARA’ 3 . sD piF&a | OY “|| GAR| @y—| Nc j ey Bo Google } soitrr eansn Infosys w/ Sahit? | caRovAR IndianOil cena ues ; £ ct » bho R femme vane 2 MERIDIEN Sunteck)) supertech
Slide 20: Consumer Appliances Business
Consumer Appliances Business 19
Slide 21: Consumer Appliances Business
Consumer Appliances Business Emphasis on innovation o Widest range of connected and smart appliances in the industry Forward looking portfolio spanning categories #2 o Kitchen appliances Player in the Kitchen Chimney Segment o Air coolers Ceiling & pedestal fans o o Water heaters (part of 50:50
Slide 22: Emphasis on R&D and Innovation
Emphasis on R&D and Innovation Recognized in-house R&D, registered with DSIR o Registered 4 new patents in FY22, taking the total to 32 patents since inception of the business Hindware Konnect, an IoT platform, connects intelligent products to customers through Hindware appliances mobile app for
Slide 23: Diverse and Exciting Products & Brands
Diverse and Exciting Products & Brands Kitchen Appliances Air Coolers Water Purifiers Fans Kitchen & Furniture Fittings Water Heaters 22 (50:50 JV with Groupe Atlantic)
Slide 24: Retail Business
Retail Business hindware >> > ee
Slide 25: Retail Business
Retail Business Specialty home interior products through modern format stores and digital platforms under the brand ‘EVOK’ Offering a range of 5,000+ products across 17,000+ pin codes Display and Sales centres in Delhi and Faridabad and a growing chain of franchise stores Strong e-commerce p
Slide 26: Thank You
Thank You Naveen Malik Hindware Home Innovation Ltd +91 124 477 9200 investors@shilgroup.com Gavin Desa / Kshitij Sharma/ Jenny Rose Kunnappally CDR India +91 98206 37649 +91 98331 98439 +91 8689972124 gavin@cdr-india.com kshitij@cdr-india.com jenny@cdr-india.com 25
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