Ador Welding Limited · NSE:ADOR
Ador Welding — Investor Presentation (November 2023)
13 slides from Ador Welding's investor presentation, Nov 9, 2023
Slide 1: Exchange filing cover letter on investor meet presentation
(!-ador peace of mind " AWL/SEC/SE/2023-24/112 09 th November, 2023 BSE LTD. NATIONAL STOCK EXCHANGE OF INDIA LTD. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, 1st Floor, Dalal Street, Bandra-Kurla Complex Fort, Mumbai – 400 023 Bandra (East), Mumbai - 400 051. Company Scrip Code: 517041
Slide 2: Investor Presentation, 9th November 2023
INVESTOR PRESENTATION 9th November 2023 Creating The Best Welding Experience 1
Slide 3: Agenda
*ador Agenda • Business Overview • Updates • Status of Merger Creating The Best Welding Experience 2
Slide 4: Disclaimer
*ador Disclaimer • This Investor Presentation by Ador Welding Ltd. (“Ador / the Company”) is solely for informational purposes. This presentation does not constitute an offer or invitation, directly or indirectly, to purchase or subscribe for any securities of Ador. • The information contained herei
Slide 5: Business Overview
*ador Business Overview Q2 Sales Q2 PBT HY1-FY’24 PBT Rs. 229 Cr. 11.4% 9.8% • Highest sales in Q2 • Expansion of 427 bps from Q2-FY’23 • Expansion of 168 bps from HY1-FY’23 • Q-o-Q increase of 23% • Best ever second quarter performance • Strong demand • Focus on innovation • Investing in future Cre
Slide 6: PBT & RoCE
*ador PBT & RoCE 25 25 10.2 9.8 18 15 7.4 5.6 11 10 4.1 3.6 7 2.1 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 HY1 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 HY1 FY'24 FY'24 PBT Margins (%) RoCE (%) All numbers are w/o exceptional items Creating The Best Welding Experience 5
Slide 7: Working Capital & Borrowings
*ador Working Capital & Borrowings 82 0.33 190 198 173 179 163 65 0.26 125 107 118 120 32 0.12 87 84 89 84 28 0.10 69 15 18 1 0.002 0.05 0.06 FY'19 FY'20 FY'21 FY'22 FY'23 Q1 Q2 FY'19 FY'20 FY'21 FY'22 FY'23 Q1 Q2 FY 19 FY 20 FY 21 FY 22 FY'23 Q1 Q2 FY'24 FY'24 FY'24 FY'24 FY'24 FY'24 Working Capita
Slide 8: New Product Launch: Rhino-E
*ador New Product Launch Rhino-E First Battery Powered Welder in India Creating the best welding experience 7
Slide 9: ESSEN Trade Show
*ador ESSEN Trade Show • Displayed latest innovations • Boost to growth in International Markets • VR section gave immersive experience of our cutting-edge manufacturing facilities to international customers Creating the best welding experience 8
Slide 10: Status of Merger
*ador Status of Merger Updates on Amalgamation of ADFL with AWL: • The Shareholders of ADFL and AWL have approved the Scheme of Amalgamation. Creating the best welding experience 9
Slide 11: Q&A
*ador Q&A Creating The Best Welding Experience 10
Slide 12: Guidelines
*ador Guidelines • Due to the time constraints, we would be limiting a maximum of 2 to 3 questions per participant. Please be quick & precise with your questions • Please avoid asking questions, already answered or covered in the presentation • Anyone interested in asking questions are requested to
Slide 13: Ador Distributor Meet - Goa
ssador peace of mind _BETTER TOGETHER