Maharashtra Seamless Limited · NSE:MAHSEAMLES
Maharashtra Seamless — Q2 FY22 Earnings Presentation
14 slides from Maharashtra Seamless's earnings presentation, Nov 3, 2021
Slide 1: Exchange filing cover letter: Earnings Presentation intimation
MAHARASHTRA SEAMLESS LIMITED INTERIM CORPGRATE OFFICE : Plot No.106, Institutional Sector-44, Gurgaon-122 002 Haryana (India) Phone No. : 91-124-4624000, 2574326, 2574325, 2574728¢ Fax : 91-124-2574327 E-mail : contact@mahaseam.com Website : www,jindal.com CIN No: L99999MH1988PLC080545 CORPORATE OFF
Slide 2: Earnings Presentation Quarter Ended 30 September 2021
((f~@\\\ MAHARASHTRA \\\8))) SEAMLESS LIMITE D Earnings Presentation Quarter Ended 30 September 2021
Slide 3: Forward Looking & Disclaimer Statement
Forward Looking & Disclaimer Statement This document contains “forward-looking statements” about our business, financial performance, skills and prospects. Statements about our plans, intentions, expectations, beliefs, estimates, prediction or similar expression for the future are forward-looking st
Slide 4: Maharashtra Seamless: Overview
Maharashtra Seamless: Overview Facilities Brands and Customers Financials MAHARASHTRA SEAMLESS LIMITED “MAHA” “Jindal Star” A globally recognised brand A national brand *Standalone numbers as of September30" , 2021
Slide 5: Q1 FY22 Highlights
Q1 FY22 Highlights The Company's operations were impacted post lock down in the month of March 2020 Strong Order book due to suspending production and dispatches across all plants. The Government of > Rs. 1,200 Crores as on date India permitted selected activities from 20th April 2020 in non-contain
Slide 6: Industry and Market Trends
Industry and Market Trends HPCL has launched their Rajasthan Refinery project in Barmer for 9MM TPArefining capacity with estimated project cost of Rs. 5K crores, which will have around 80k MT of pipes requirement in 2 years. High and value added welded pipe (ERW) demand is coming from Cross Country
Slide 7: Industry and Market Trends
Industry and Market Trends ww “Atmanirbhar Bharat” campaign launched by Govt. of India. The government has decided that Global tenders will be disallowed in government procurement tenders up to Rs.200 crore. This will boost demand for domestic pipe manufacturers. INDIA offers Deep-water, Offshore an
Slide 8: Operational and Financial Performance
Operational and Financial Performance MAHARASHTRA SEAMLESS LIMITED eae les ey y) Q2 21 ey es Seamless ERW Seamless ERW Seamless ERW Seamless ERW Production (kMT) 84 20 51 16 138 36 99 30 Sales Volume (kMT) 78 17 60 17 135 34 105 30 EBITDA (Rs. Cr) 87 15 92 20 145 54 156 39 EBITDA/ton (Rs.) 11,170 8,
Slide 9: Financial Performance
Financial Performance Fehler 22.6% 19.7% 19.4% 16.0% 15.3% 131 127 118 87 578 544 646 606 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 Q2 FY22 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 Q2 FY22 Segment Revenue Mix Q2 22 VS Q2 21 Revenue Mix for OLFY22 Revenue Mix for OLFY21 Others / Others / Rig 1.22% Unallocated Rig .87%
Slide 10: Select Major Investors
MAHARASHTRA SEAMLESS LIMITED Select Major Investors yO) ks} L&T Mutual Fund 2.82% IDFC Mutual Fund 99% Total 3.81% =| Promoters MFIl M& Mutual Funds & Others Note: As of September 30%, 2021 10 |
Slide 11: Manufacturing Facilities
Manufacturing Facilities Products Pipes Seamless 350 KMTPA 1 Sukeli, Raigad ERW 200 KMTPA 2 Bhagad, Mangaon Seamless 200KMTPA 3 Durjani, Jodhpur Solar Power 20 MW Pokaran, Jaisalmer Solar Power 5 MW Naigaon, Beed, Mangaon and Solar Power 12.5 MW Sukeli, Raigad fixe 6 Nivkane, Satara Wind Power 7 MW
Slide 12: Select Customers
Select Customers Oil and Gas . ae | QO | British Gas r Cy) ee on ENGINEERING ee a J wer BHARTIA Petrofac © Reliance Ff ® mS unitech
Slide 13: Seamless Pipes and Others product range
Seamless Others p (Coated and Premium Connection Pipes Pipes and Pipe Fittings) * Hot Finished * OCTG Casing . * 3LPE,3LPP and_ * Pipe Fittings Pipes & Tubes and Tubing > MS & GI Pipes FBE Coated * Premium * Cold Pilgered/ + OCTG Drill Pipe » API Line Pipes Pipes Connection Pipes Pipe Cold Drawn Tub
Slide 14: JINDAL
CIN: L99999MH1988PLC080545 JINDAL