Star Cement Ltd. · NSE:STARCEMENT
Star Cement — Q2 FY2023 Earnings Presentation
28 slides from Star Cement's earnings presentation, September 2022
Slide 1: Creating a Better Tomorrow
CREATING A BETTER TOMORROW STAR CEMENT LIMITED An Integrated Cement Company NSE Ticker: STARCEMENT | BSE Ticker: 540575 | Bloomberg Ticker: STRCEM:IN Q2 Presentation | September 2022
Slide 2: Index
INDEX KNOW US BETTER: CORPORATE OVERVIEW BETTER PROSPECTS & POSSIBILITIES: INDIAN CEMENT INDUSTRY WHAT MAKES US BETTER: STRENGTHS & STRATEGIES PROMISING A BETTER TOMORROW: SUSTAINABILITY LEADING FROM THE FRONT: OUR MANAGEMENT TEAM NUMBERS THAT SPEAK FOR US: FINANCIAL PERFORMANCE REVIEW APPENDIX: 2
Slide 3: Know Us Better: Corporate Overview
KNOW US BETTER CORPORATE OVERVIEW 3
Slide 4: Star Cement at a Glance
STAR CEMENT AT A GLANCE As one of the most renowned and leading names among Eastern India's cement manufacturers, Star Cement enjoys a strong brand recall. The Company caters to significant cement markets across the region and functions across its six manufacturing units spread in the Eastern India
Slide 5: Our Star Products
OUR STAR PRODUCTS ORDINARY PORTLAND PORTLAND POZZOLANA ANTI RUST CEMENT CEMENT (OPC) CEMENT (PPC) (ARC) OPC 43: PPC: ARC: Suitable for construction where the grade Ideal for: A highlight of Star Cement’s innovative of concrete is upto M-30. Mass concreting works product line and a robust R&D, ARC OP
Slide 6: A Journey That Speaks of Expansion
A JOURNEY THAT SPEAKS OF EXPANSION Our growth is reflected in how our manufacturing capacities have expanded through the years. Here is a year-wise snapshot summarizing our progress and additions to our cement and clinker capacities. CLINKER 0.40 0.60 0.80 2.60 2.80 (MMT) FY 04-05 FY 07-08 FY 10-11
Slide 7: Better Prospects & Possibilities: Indian Cement Industry
BETTER PROSPECTS & POSSIBILITIES INDIAN CEMENT INDUSTRY 7 7
Slide 8: Indian Cement Industry's Prominence & Opportunities
INDIAN CEMENT INDUSTRY’S PROMINENCE & OPPORTUNITIES Adani Group entry Adani Group completed one of the largest cement acquisition in India with the acquisition of ACEM and ACC in may drive higher September 2022. The entry of the large and aggressive Adani Group will bring more discipline in the sect
Slide 9: Burgeoning Eastern India
BURGEONING EASTERN INDIA REGIONWISE PER CAPITA CEMENT OPPORTUNITIES IN THE EASTERN REGION 400 CONSUMPTION Although the cement consumption in the Eastern region is lower than the national average, the market is likely to witness positive 300 change in near future. Thereby, leading to a higher contrib
Slide 10: What Makes Us Better: Strengths & Strategies
WHAT MAKES US BETTER STRENGTHS & STRATEGIES 10 10
Slide 11: Strengthening Our Tomorrow
STRENGTHENING OUR TOMORROW OUR CURRENT MANUFACTURING CAPABILITIES OUR CURRENT MANUFACTURING UNITS & CAPEX PLAN 2.8 MTPA 5.7 MTPA CLINKER PRODUCTION CEMENT PRODUCTION CAPACITY CAPACITY 1 Grinding unit at Siliguri, West Bengal 51 MW 6 POWER PRODUCTION MANUFACTURING 1 Grinding unit at CAPACITY UNITS Gu
Slide 12: Branding & Promotion: Endorsing a Better Tomorrow
BRANDING & PROMOTION: ENDORSING A BETTER TOMORROW ANNUAL ADVERTISING & BRAND PROMOTION AKSHAY KUMAR, AS OUR BRAND AMBASSADOR, INVESTMENT BOOSTED OUR BRAND VISIBILITY ADVERTISEMENT AND BRANDING EXPENSES (₹ IN CR) 51.82 35.30 29.00 21.90 16.82 FY19 FY20 FY21 FY22 HY1 FY23 ₹ 5.06 Crores During the year
Slide 13: Advancing with Technology
ADVANCING WITH TECHNOLOGY STAR LOTUS APP (5600+ DIGITAL DISPLAYS: USERS): Impacting our in-store branding to Assisting contractors with enhance brand information and visibility classification, site verification, gift along with timely updates on relevant distribution, and journey, for bettering sche
Slide 14: Wider Reach for a Better Tomorrow
WIDER REACH FOR A BETTER TOMORROW STRONG SUPPLY CHAIN & DISTRIBUTION NETWORK We emphasize on strengthening being among the first one to identify the disparity in demand and supply forces, through a strong supply chain & distribution network: DISTRIBUTION NETWORK SPREAD ACROSS EASY AVAILABILITY OF RA
Slide 15: The Star Shines Bright and Strong
THE STAR SHINES BRIGHT AND STRONG • Enjoys a leadership position in the North East with market share of more than 23% • Gradually increasing share in the Eastern region through concerted efforts DISTRIBUTION NETWORK SPREAD • ACROSS Strong dealer and distributor network built over the years, steering
Slide 16: Promising a Better Tomorrow: ESG
PROMISING A BETTER TOMORROW ENVIRONMENT, SOCIAL & GOVERNANCE
Slide 17: Being Responsible Today for a Better Tomorrow
BEING RESPONSIBLE TODAY FOR A BETTER TOMORROW Health and Sanitation Livelihood Development Education Rural Development • Collection of garbage from • Graduates from Star USHA Tailoring • The Star Scholarship award • Construction of 600 meter road at Lumshnong, Tongseng and Umsahi School supported wi
Slide 18: Leading from the Front: Our Management Team
LEADING FROM THE FRONT OUR MANAGEMENT TEAM
Slide 19: Our Promoters Team
GOOD GOVERNANCE PROMISING A BETTER TOMORROW OUR PROMOTERS TEAM Mr. Sajjan Bhajanka Mr. Rajendra Chamaria Mr. Sanjay Agarwal Chairman & Managing Vice Chairman & Managing Managing Director Director Director Experience: 36 years’ Experience: 50 years’ Experience: 36 years’ industry experience experienc
Slide 20: Our Management Team
GOOD GOVERNANCE PROMISING A BETTER TOMORROW OUR MANAGEMENT TEAM Mr. Pankaj Kejriwal Mr. Manoj Agarwal Mr. Jyoti S. Agarwal Chief Operating Officer Chief Financial Officer Chief Marketing Officer Qualification: Chemical Engineer Qualification: L.L.B, Chartered Qualification: M.Com Experience: 22 year
Slide 21: Numbers That Speak for Us: Financial Highlights
NUMBERS THAT SPEAK FOR US FINANCIAL HIGHLIGHTS 21 21
Slide 22: Operational and Financial Updates
OPERATIONAL AND FINANCIAL UPDATES • The total cement production in Q2 FY23 was 8,90,721 MT against 6,17,852 MT in Q2 FY22, a YoY increase of 44%. Operational • Average capacity utilization of cement grinding units was 63% in Q2 FY23. • Cement sales in Q2 FY23 was up by 46% (YoY) to INR 592 Cr. Finan
Slide 23: Highlights That Matter
HIGHLIGHTS THAT MATTER SALES VOLUME - CEMENT REVENUE FROM CEMENT SALES EBITDA PAT (MILLION TONS) (INR CR) (INR CR) (INR CR) 44% 46% 4% -34% 0.62 0.89 405 592 80 83 47 31 Quarter ending Quarter ending Quarter ending Quarter ending Quarter ending Quarter ending Quarter ending Quarter ending Sep 2021 S
Slide 24: Appendix
APPENDIX
Slide 25: Standalone Financial Highlights
STANDALONE FINANCIAL HIGHLIGHTS PARTICULARS Q2 FY23 Q2 FY22 Q1 FY23 FY22 Equity Share Capital INR Cr 40 41 40 40 Reserves & Surplus INR Cr 1,324 1311 1,300 1,259 Net Worth INR Cr 1,364 1352 1,340 1,299 Revenue INR Cr 604 415 667 2,219 EBIDTA INR Cr 59 42 86 255 PBT INR Cr 37 21 23 170 Tax Expenses I
Slide 26: Consolidated Financial Highlights
CONSOLIDATED FINANCIAL HIGHLIGHTS PARTICULARS Q2 FY23 Q2 FY22 Q1 FY23 FY22 Equity Share Capital INR Cr 40 41 40 40 Reserves & Surplus INR Cr 2,226 2,149 2,196 2,128 Net Worth INR Cr 2,267 2,190 2,236 2,168 Revenue INR Cr 608 415 680 2,255 EBIDTA INR Cr 83 80 138 379 PBT INR Cr 49 44 105 244 Tax Expe
Slide 27: Safe Harbour
SAFE HARBOUR This quarterly investor presentation has been prepared by Star Cement Limited (‘Star Cement’) and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered o
Slide 28: Thank You
THANK YOU Mr. Manoj Agarwal Corporate Office ‘Century House’, 2nd Floor investors@starcement.co.in P-15/1, Taratala Rd, 2nd Floor, CPT Colony www.starcement.co.in Taratala, Kolkata, West Bengal 700 088