Rajratan Global Wire Limited · NSE:RAJRATAN
Rajratan Global Wire — Investor Presentation (August 2021)
25 slides from Rajratan Global Wire's investor presentation, Aug 10, 2021
Slide 1: Disclosure under Regulation 30 cover letter
RGWL/21-22/ 10th August, 2021 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers ‘Exchange Plaza’, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai 400001 Bandra (E), Mumbai – 400 051 Scrip Code – 517522 Symbol - RAJRATAN Subject: Disclosure under Regulation
Slide 2: Outperform! Investor presentation 2021-22
Outperform! Rajratan Global Wire Limited Investor presentation 2021-22
Slide 3: Rajratan Global Wire at a glance
Rajratan Global Wire Limited Investor presentation 2021-22 Among one of the largest bead wire Rajratan Global manufacturers in Asia Wire at a glance Only bead wire company to manufacture in Thailand 2
Slide 4: Our vision, mission and values
Rajratan Global Wire Limited Investor presentation 2021-22 Our vision, mission and values Vision: Mission: Values To become the leading • To manufacture and • Ethical business and most preferred supply superior quality built on mutual trust bead wire products at competitive • Quality orientation man
Slide 5: Overview
Rajratan Global Wire Limited Investor presentation 2021-22 Overview Background: Customers: Promoter's holdings: The Company was founded The Company enjoys Mr. Sunil Chordia and his family by Mr. Sunil Chordia and his long-term relationships hold 65% equity in the Company family in 1989 under the of
Slide 6: Management Profile
Rajratan Global Wire Limited Investor presentation 2021-22 Management Profile • Mr Chordia, first generation entrepreneur, started the company in 1989, and entered into bead wire in 1995. • In 1997, they entered into a JV with Gustav Wolf, Germany to expand their offerings in India in bead wires. •
Slide 7: Management Profile
Rajratan Global Wire Limited Investor presentation 2021-22 Management Profile • Mr Yashovardhan Chordia (also know as Yash by his peers), is a second generation entrepreneur and currently manages the Thailand operations, based out of Thailand. • He has done his schooling from Daly College, Indore fo
Slide 8: What is Tyre Bead Wire?
Rajratan Global Wire Limited Investor presentation 2021-22 What is Tyre Bead Wire? Used in all types of tyres Also known as 2W, 3W, PV, LCV, reinforcement wire M&HCV, TBR, OTR, Aircraft Critical role in the Holds the tyre to the safety of the tyre rim of the wheel Produced in various sizes & every w
Slide 9: Our prestigious marquee customers
Rajratan Global Wire Limited Investor presentation 2021-22 Our prestigious marquee customers – India Our prestigious marquee customers – Thailand Our prestigious marquee customers – International Sri Lanka • Vietnam • Malaysia • Italy • Indonesia • Czech Republic 8
Slide 10: Sectoral environment
Rajratan Global Wire Limited Investor presentation 2021-22 Outlook Sectoral environment 177 The Indian tyre industry is estimated to grow 13-15% by value and 7-9% by million units, India tonnage in FY22, derived tyre market from growth in the OEM and consumption, replacement segments. 2020 ICRA esti
Slide 11: Rajratan's operational highlights
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan's operational highlights Rajratan Thailand Rajratan India Highest PBT recorded its recorded its and EBITDA on highest highest PBT consolidated EBITDA, PBT and EBITDA basis and PAT 10
Slide 12: Rajratan's comparative performance
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan’s comparative performance Rs. In lakhs Parameters Q1 FY22 Q4 FY21 Q1 FY21 FY21 FY20 YOY % Sales volume (MT) 19833 21381 9239 71046 66356 7.1 Revenues 18229 18365 6465 54654 48021 13.8 EBITDA 3602 3242 776 9211 6802 35.4 Other Income
Slide 13: Our capacity vs sales over the last five years - India
Rajratan Global Wire Limited Investor presentation 2021-22 Our capacity vs sales over the last five years - India 72,000 72,000 42002 39607 38528 33394 29887 42,000 36,000 36,000 2016-17 2017-18 2018-19 2019-20 2020-21 2016-17 2017-18 2018-19 2019-20 2020-21 Capacity (MTPA) Sales (MTPA) 12
Slide 14: Our capacity vs sales over the last five years - Thailand
Rajratan Global Wire Limited Investor presentation 2021-22 Our capacity vs sales over the last five years - Thailand 40,000 34,800 34,800 30,000 24,000 27828 29044 25645 22756 20045 2016-17 2017-18 2018-19 2019-20 2020-21 2016-17 2017-18 2018-19 2019-20 2020-21 Capacity (MTPA) Sales (MTPA) 13
Slide 15: Major developments, Q1, FY 2021-22 (Thailand)
Rajratan Global Wire Limited Investor presentation 2021-22 Major • Installed a new upgraded patenting line to enhance efficiency and developments, environment-friendliness. Q1, FY 2021-22 • Developed additional raw material sourcing points; strengthened its logistics and supply chain from India. Raj
Slide 16: Rajratan Thailand – a glimpse of our manufacturing
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan Thailand – a glimpse of our manufacturing 15
Slide 17: Rajratan Thailand – Warehouse Extension & Plating Line
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan Thailand – Warehouse Extension & Plating Line 16
Slide 18: Major developments, Q1, FY 2021-22 (India)
Rajratan Global Wire Limited Investor presentation 2021-22 Major • Installed a new strand pickling line, enhancing the quality of finished developments, goods while moderating costs Q1, FY 2021-22 • TPM activity enhanced deep employee engagement and efficiency orientation Rajratan India • Modified t
Slide 19: Rajratan India – a glimpse of our manufacturing
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan India – a glimpse of our manufacturing 18
Slide 20: Rajratan India - Strand Pickling Line
Rajratan Global Wire Limited Investor presentation 2021-22 Rajratan India - Strand Pickling Line 19
Slide 21: Principal challenges and counter initiatives, Q1, FY 2021-22
Rajratan Global Wire Limited Investor presentation 2021-22 Principal challenges and counter initiatives, Q1, FY 2021-22 COVID-19 restraints: Demand decline: With restraints like social distancing The Indian tyre market declined due norms and sanitisation protocols to the spread of COVID-19 and becom
Slide 22: Principal challenges and counter initiatives, Q1, FY 2021-22 (contd.)
Rajratan Global Wire Limited Investor presentation 2021-22 Principal challenges and counter initiatives, Q1, FY 2021-22 (contd.) Increase in raw material Rapid production: Unavailability of prices: The Company is witnessing containers: There was an increase in significant demand growth The Company's
Slide 23: Outlook, FY2021-22
Rajratan Global Wire Limited Investor presentation 2021-22 Outlook, FY2021-22 The Company is likely to experience The Company intends Indian tyre companies to broaden its increased demand are returning to peak from the domestic customer base across capacity utilisation USA and Europe and internation
Slide 24: Way Forward
Rajratan Global Wire Limited Investor presentation 2021-22 Way Forward Capacity Market share Productivity Increase production Rajratan (Thailand) Digitalise the entire capacity in Thailand market share expected management control from 40,000 TPA to to increase from 20% to system for 60,000 TPA at th
Slide 25: Thank you
Rajratan Global Wire Limited Investor presentation 2021-22 For more details please contact: Rajratan Global Wire Ltd KAPTIFY® Shubham Jain, Strategy & Investor Advisory | Consulting Company Secretary contact@kaptify.in investor.cell@rajratan.co.in Tel: +91-845 288 6099 https://www.rajratan.co.in htt
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