Shankara Building Products Ltd. · NSE:SHANKARA
Shankara Building Products — Investor Presentation (December 2023)
16 slides from Shankara Building Products's investor presentation, Dec 18, 2023
Slide 1: Filing letter to exchanges: Investor presentation - Demerger update
Shonlkaro' Bui Id i ng Products Limited Date: 18 December, 2023 To To Department of Corporate services Listing Department BSE Limited National Stock Exchange of India Limited 1· Floor, New Trading Ring, Exchange Plaza, Plot No.C-1, Rotunda Building, Phiroze Jeejeebhoy G Block, Sandra Kurla Complex,
Slide 2: Investor Presentation: Demerger Update
Bipro Shan.kora Building Products Ltd. Investor Presentation Demerger Update Creating two distinct focused entities December 2023
Slide 3: Disclaimer
Disclaimer Shanlkoro Building Products Ltd. The statements contained in this document speak only as at the date as of which they are made and certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute
Slide 4: Shankara has evolved from a steel distributor to an omnichannel marketplace
Over these years, Shankara has evolved from a steel distributor to a leading omnichannel marketplace for all building materials….. shank«ar # Building Products Ltd • , ·i I 1995 Current Presence Shankara Incorporated as Steel Distributor by Mr. Sukumar Srinivas #.El 10 states and 1,00,000+ I 125 Ful
Slide 5: Dominant position in South and expanding presence in other regions
..…with a dominant position in South and expanding presence in other regions Shanlkoro Building Products Ltd. South India West India Central India 10/1 Warehouses Processing Units BuildPro Store States/UT 45 3,561 370 98 Cities l FY2021 FY2022 FY2023 l FY2021 FY2022 FY2023 FY2021 FY2022 FY2023 8 ■ K
Slide 6: Healthy top-line growth while building a diversified business model
Leading to healthy growth in top-line, while consciously building a diversified business model Shanlkoro Building Products Ltd. Healthy growth in revenue over these years… …aided by track record of consistent product addition +31% CAGR SKUs 1,00,000+ 4,565 Brands 125+ 4,030 2,038 2,418 Product Categ
Slide 7: Lower profitability and high capital employed of manufacturing dragged key metrics
However, lower profitability and high capital employed of manufacturing business has dragged the key performance metrics of the overall business Shanlkoro Building Products Ltd. Building Materials Marketplace Manufacturing FY23 (Steel & allied products) Consolidated Steel Non-Steel Revenue ~Rs. 2,90
Slide 8: Shankara is being demerged to create two separate entities
Considering this, Shankara is being demerged to create two separate entities, focused on building materials marketplace and manufacturing respectively Shanl kora Building Products Ltd. ~~ilaioro P Building Materials and more Shankaro Building Products Ltd. Building Materials Marketplace (with its Po
Slide 9: Strategic Rationale
Strategic Rationale Shanlkoro Building Products Ltd. Benefits Impact on Building Materials marketplace Impact on Manufacturing entity ❑ Agile and focused business ❑ Optimization of utilization/monetization of its ❑ Dedicated efforts towards improving the product existing facilities mix towards non-s
Slide 10: Marketplace to focus on growth of non-steel business
With segregation, the Building Materials marketplace to strategically focus towards growth of non-steel business in the coming years Shanlkoro Building Products Ltd. Expanding our non-steel portfolio, with addition of new products… …significant runaway to expand our market share in all our product c
Slide 11: Strategic initiatives aimed at improving value-added product mix
Strategic initiatives aimed at improving value-added product mix Shanlkora Building Products Ltd. ❑ Fotia Ceramica, our private label, is a strategic expansion in the tile segment ❑ Strengthening our premium range with addition of brands ❑ After successful ramp up in Kerala, Fotia is expanding in li
Slide 12: Potential value unlocking of building materials marketplace
…..allowing for potential value unlocking of building materials marketplace Shanlkoro Building Products Ltd. Better performance across key metrics post-segregation, will enable a potential re-rating of the building materials marketplace Pre-segregation (FY2023) Post-segregation Financial Metrics (Bu
Slide 13: Post-Segregation Structure
Post-Segregation Structure Shanlkora Building Products Ltd. Shankara BuildPro Ltd Shankara Building Products Ltd Promoters Public Promoters Public 49.18% 50.82% 49.18% 50.82% Bilaioro P Shanlkara Building Products Ltd. • Building Materials and more + Building Materials Manufacturing Business* Market
Slide 14: Implementation Timeline
Implementation Timeline Shanlkoro Building Products Ltd. Estimated Timeline for the demerger: 10-14 months after Board Approval Dec-23 Q4 FY2024 FY2025 Board Approval Filing of Application with Stock Exchanges NOC from SEBI Filing with NCLT Shareholders/ Creditors meeting NCLT Approval RoC Intimatio
Slide 15: Vision to create a leading ecosystem for all building materials
Vision to create a leading ecosystem for all building materials Shanlkora Building Products Ltd. Strengthening the return indicators Segregation of manufacturing business, to result in asset light approach for I business materials marketplace I I I I ----------------------- Thrust towards value addi
Slide 16: Thank You
Thank You Scan the QR to experience the Bil Shankara Building Products Limited CIN: L26922KA1995PLC018990 Mr. Alex Varghese, Chief Financial Officer ir@shankarabuildpro.com Android iOS www.shankarabuildpro.com Bilaioro P Shanlkara Building Materials and more Bui Id in g Products Ltd.
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