Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Investor Presentation (December 2019)
29 slides from Lux Industries's investor presentation, Dec 9, 2019
Slide 1: Exchange cover letter for investor presentation
Lox > December 09, 2019. To, To, The Secretary, The Secretary, National Stock Exchange of India Ltd., BSE Limited, Exchange Plaza, C-1, Block G, P.J. Towers, Bandra Kurla Complex, Bandera (E), Dalal Street, Mumbai - 400 051 Mumbai- 400 001 Symbol: LUXIND Scrip Code: 539542 Dear Sir, Sub: Investor Pr
Slide 2: Investor Presentation
Lux Industries Limited Investor Presentation Stock code: BSE: 539542 NSE: LUXIND
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lux Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secur
Slide 4: Quick glance
Quick glance 03 04 06 08 09 About Lux Lux’s journey Leveraging strong Strengthening Brand Industries so far manufacturing Brand Lux Architecture capabilities 10 11 13 14 15 Going Far and Strong Brand Unmatched Innovation Growing Global Wide Recall Quality that Excels Presence 16 17 19 21 26 Reducing
Slide 5: About Lux Industries
About Lux Industries 3 Founded in 1957 by Late 100+ H 30572.0 Mn Shri Girdhari Lalji Todi, and Product range across ages, Market capitalization as on incorporated in 1995, we are genders, geographies and 30 September, 2019 seasons one the leading innerwear manufacturing companies in India with a dom
Slide 6: Lux's journey so far
Lux's journey so far 4 1957 1964 1993 1998 2003 Mr. Girdhari Lal Todi set The second generation of Lux began to export With its pan-India The Lux IPO was launched out to make everyday entrepreneurs assumed products to the Middle footprint, Lux established and oversubscribed. innerwear comfort a mana
Slide 7: Production Dominance
Production Dominance Lux Industries Limited
Slide 8: Leveraging strong manufacturing capabilities
Leveraging strong manufacturing capabilities 9 6 200 Mn 5,000+ Our differentiators Garment pieces SKU's • Among the lowest manufacturing manufactured a year [up costs in the industry from 175 Mn pieces in FY15] • A complete control over job workers • Flexibility in core manufacturing processes allow
Slide 9: Sales and Marketing
Sales and Marketing Lux Industries Limited
Slide 10: Strengthening Brand Lux
Strengthening Brand Lux 8 “Ye Andar Ki Baat Hai “ 1992 2000 2010 2013 First innerwear company to sart First Innerwear Shah Rukh Khan was First innerwear company television advertisement company to sign the engaged as brand to endorse a sporting bollywood actor as its ambassador for ONN. leauge witha
Slide 11: Brand Architecture
Brand Architecture 9 Premium Mid premium segment Mid premium R Economy Lux Industries Limited
Slide 12: Going Far and Wide
Going Far and Wide 10 Trust of decades enjoyed with distributors / dealers and sub-dealers 950+ 9 <1% Distributors, Dealer Exclusive Brand 160 Attrition among the and sub-dealer Outlets (EBO)* distributors network Large store formats* >35 years to showcase entire product range under of relationship
Slide 13: Strong Brand Recall
Strong Brand Recall 11 7.47% H 3805.6 Mn Premier Brand investments as a Invested in brand Sponsor of KKR team in IPL percentage of turnover in strengthening in last 5 years – an international cricketing FY19 leading to FY19 event Lux Industries Limited
Slide 14: Market Opportunity
Market Opportunity Lux Industries Limited
Slide 15: Unmatched Quality
Unmatched Quality 13 Best-in-class Accredited with ISO 9001:2015 certification for qualitative consistency Automated Best in class In-house cutting units Renowned for its good quality Imported 350 Machineries from Germany, Circular knitting fully Singapore, Italy from automated stitching reputed man
Slide 16: Innovation that Excels
Innovation that Excels 14 Creating value based products keeping in mind the essential necessity and aspirational style quotient of India Unique Feature of these vests help retain their fragrance even after continued washes Lux Cozi has been synonymous with quality, comfort and durability. I am very
Slide 17: Growing Global Presence
Growing Global Presence 15 Rs. 1360 Mn 28% 47 Of exports in FY19, comprising Increase in export sales Countries of export presence 11.20% of total revenue over FY18 [up from 22 countries in FY14] Revenue from Exports (Rs. Mn) 1st 16.23% 1360 Ranked Indian exporter of 3-year CAGR Innerwear 1060 1010
Slide 18: Reducing Carbon footprint
Reducing Carbon footprint 16 We have setup a solar panel system at Dankuni which will help meet up our 45-50% of energy requirements. This will help to reduce our carbon footprint and enhance operational efficiencies. Lux Industries Limited
Slide 19: Growing Market Opportunity
Growing Market Opportunity 17 Key points Rs. Mn Rs. Mn Innerwear 11288.3 390 • Implementation of GST has created a shift in demand from Revenue Revenue unorganised to organised sector. • A growing preference towards premium products. Rs. Mn Rs. Mn Outerwear 501 0.7 • A huge oppurtunity remains Reven
Slide 20: Leadership & Management Team
Leadership & Management Team Lux Industries Limited
Slide 21: Leadership & Management Team
Leadership & Management Team 19 Mr. Ashok Kumar Todi Mr. Pradip Kumar Todi Mr. Saket Todi Mr. Udit Todi Chairman Managing Director President - Marketing President - Strategy • His forte lies in Marketing • Presently looking after the • Son of Shri Ashok Kumar • Son of Shri Pradip Kumar of the produc
Slide 22: Financial Highlights
Financial Highlights Lux Industries Limited
Slide 23: Financial Highlights (Standalone)
Financial Highlights (Standalone) 21 Revenue (Rs. Mn) EBIDTA (Rs. Mn) PAT (Rs. Mn) PAT Margin (%) 12.64% 24.98% 3-year CAGR 3-year CAGR 29.74% 3-year CAGR 12180 1890 8.3% 1010 10790 7.2% 9600 1560 9410 780 6.2% 1210 5.5% 600 950 510 FY16 FY17 FY18 FY19 FY16 FY17 FY18 FY19 FY16 FY17 FY18 FY19 Strong
Slide 24: Financial Highlights (Standalone) - Working capital
Financial Highlights (Standalone) 22 Working capital In Days Particulars (Rs. In Mn) As on As on As on 30.09.2018 31.03.2019 30.09.2019 Debtor 3020 3680 3630 184 Inventory 3580 2510 2790 167 Creditor 1450 1630 1430 149 142 141 136 Net working Capital 5150 4560 4990 104 • Working constantly towards r
Slide 25: Financial Highlights (Standalone) - ROCE and debt-equity
Financial Highlights (Standalone) 23 Key points The Company has The Company has • The debt-equity ratio as on managed to utilise its managed tosignificanjtly 30th September 2019 stood at funds more efficiently reduce its debt levels, 0.4, validating the continuous over the years, thus wherein the ma
Slide 26: Financial Highlights (Standalone) - Half-yearly Review
Financial Highlights (Standalone) 24 Half-yearly Review Revenue (Rs. Mn) EBIDTA (Rs. Mn) 6180 920 5420 800 14% 15% H1FY19 H1FY20 H1FY19 H1FY20 PBT (Rs. Mn) PAT (Rs. Mn) 790 620 620 390 27.4% 58.9% H1FY19 H1FY20 H1FY19 H1FY20 Lux Industries Limited
Slide 27: Summary of Profit and Loss Statement
Financial Highlights (Standalone) 25 Summary of Profit and Loss Statement Particulars (Rs. In Mn) H1FY20 H1FY19 Y-o-Y FY19 Total Income from Operations 6178 5421 14% 12180 Raw Material Cost 2690 2209 5770 Employee Expenses 231 212 435 Subcontracting / Jobbing expenses 1377 1352 2406 Other Expenses 9
Slide 28: Awards & Accreditations
Awards & Accreditations 26 2012-13 2013 2014 2014-15 Asia’s Most Promising Brands The Master Brand The Master Brand The Admired Brand of India 2015 2016 2018 The World’s Greatest Brands Asia’s Greatest Brands Lux Cozi - Best Brand of the Year Lux Industries Limited
Slide 29: Thank You
Thank You Corporate Office PS Srijan Tech-Park, 10th Floor, Sector-V, Salt Lake, Kolkata - 700 091 Phone: +91 33 4040 2121 | Fax: +91 33 4040 2001 Email: info@luxinnerwear.com Website: luxinnerwear.com
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