Slide 1: Intimation to NSE under Regulation 30
Tuesday, 11 October 2022 To, General Manager, National Stock Exchange of India Ltd., Exchange Plaza, Plot No.C/1, G Block Bandra‐Kurla Complex, Bandra (E), Mumbai: 400051. NSE Symbol: BEWLTD ISIN: INE0HQI01014 Sub: Intimations under Regulation 30 SEBI (Listing Obligations and Disclosure Requirements
Slide 2: BEW Engineering Ltd. Investor Presentation October 2022
BEW Engineering Ltd. INVESTOR PRESENTATION OCTOBER 2022
Slide 3: Safe Harbor
Safe Harbor No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. The information contained in this presentation is only current as of its date. Certa
Slide 4: About the company
About the company Manufacturer of critical process equipment for Revenue CAGR of 25% 1 (FY 19 – FY 22) pharmaceutical and chemical industry 2 Widest range of filters and dryers EBITDA of Rs. 12 Cr (FY 22) 3 Repeat orders from marquee clients PAT of Rs. 5.64 Cr (FY 22) 4 Operating in the industry wit
Slide 5: Our products
Our products BEW
Slide 6: Indian Chemical Industry in a glance
Indian Chemical Industry in a glance India has one of the largest chemical market & is ranked sixth in world and fourth in Asia. India accounts for 2.5% of global chemical sales. More then 80,000 chemicals are manufactured in country which are consumed across various end industry. Industry size USD
Slide 7: Positive Industry outlook
Positive Industry outlook PHARMA CHEMICALS (53%)* SPECIALTY & AGRO CHEMICALS (47%)* • Government of India’s impetus • Policy support • Domestic market to grow at CAGR of 10% till 2030 • Domestic market to grow at strong • Export potential CAGR • Manufacturing edge • Reshoring from China Agri 9% Agri
Slide 8: Schemes for Pharmaceuticals Manufacturing
Schemes for Pharmaceuticals Manufacturing • The Production Linked Incentive (PLI) Scheme for promotion of domestic manufacturing of critical Key Starting Materials (KSMs)/Drug Intermediates (DIs) and Active Pharmaceutical Ingredients (APIs) in India • Production Linked Incentives of up to INR 6,940
Slide 9: Schemes for Pharmaceuticals Manufacturing
Schemes for Pharmaceuticals Manufacturing • The scheme on Promotion of Bulk Drug Parks for financing Common Infrastructure Facilities in 3 Bulk Drug Parks with financial implication of INR 3,000 crore for 2020-2021. • Assistance under the scheme will be admissible for such facilities by State Govern
Slide 10: Manufacturing Facility
Manufacturing Facility • Spread across 3655 m 2 area is an ASME accredited facility serviced by 14 EOT cranes • Machine shop including Air plasma cutting, Rolling, VTL’s, Boring machine • Welding & welding rectifier machines and specialised tooling machines
Slide 11: Performance FY 21 & FY 22
Performance FY 21 & FY 22 Revenue (Rs.) EBITDA (Rs.) PAT (Rs.) 5.64 11.98 99 8.33 59 2.35 FY 21 FY 22 FY 21 FY 22 FY 21 FY 22
Slide 12: Performance FY 2021 & FY 2022
Performance FY 2021 & FY 2022 EPS (Rs.) ROCE (%) 44 % 21.86 15.63 39 % FY 21 FY 22 FY 21 FY 22
Slide 13: Performance Q1 FY22 & Q1 FY23
Performance Q1 FY22 & Q1 FY23 Revenue (Rs. Crores) EBITDA (Rs. Crores) PAT (Rs. Crores) 24 4.15 2.5 2.3 21 0.95 Q1 FY22 Q1 FY23 Q1 FY22 Q1 FY23 Q1 FY22 Q1 FY23
Slide 14: Performance Q1 FY22 & Q1 FY23
Performance Q1 FY22 & Q1 FY23 EPS (Rs.) EBIT (Rs Crores) 3.96 9.67 2.1 4.99 Q1 FY 22 Q1 FY 23 Q1 FY 22 Q1 FY 23
Slide 15: Guidance 2023
Guidance 2023 Revenue We expect to grow our revenue Growth 20% by 20 % in current financial year. EBITDA Our EBITDA margin & PAT margin 14 - 16% guidance will be at 14 – 16 % & 8 – 9% respectively due to better PAT margin in our export orders. 8 – 9%
Slide 16: Executive Directors
Executive Directors Prakash Lade He’s Chairman of the board. He has completed Diploma in Mechanical Engineering from Board of Technical Examinations, Maharashtra in 1970. He has experience of over 5 decades in engineering Design, Production and services. Rohan Prakash Lade He’s Managing Director of
Slide 17: Selected Clients
Selected Clients BEW] jpn SS » & GRANULES ‘e|HETERO INGREVIA ss CHtemiéats Cimired oe SS OSai= DrReddy's Qe Cipla ’centauy ofipca BS Biocon @) © Emcure SUN PHARMA AARTI INDUSTRIES LIMITED =p axl) ecco matrix tite science [IJ Mlylan SX cariant es) Valiant Organics Deepak Nitrite Limited Limited