Slide 1: NSE filing cover letter for Investor Presentation
Monday, 17 July 2023 To, General Manager, National Stock Exchange of India Ltd., Exchange Plaza, Plot No.C/1, G Block Bandra-Kurla Complex, Bandra (E), Mumbai: 400051. NSE Symbol: BEWLTD ISIN: INE0HQI01014 Sub: Intimations under Regulation 30 SEBI (Listing Obligations and Disclosure Requirements), R
Slide 2: BEW Engineering Limited Investor Presentation June 2023
BEW Engineering Limited Investor Presentation June 2023 Proven Technology at your Services
Slide 3: Disclaimer
This presentation has been prepared by BEW Engineering Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or
Slide 4: Contents
» Contents 01 02 Company Overview Industry Overview 03 04 Business Overview Financial Highlights 05 Way Ahead
Slide 5: Company Overview
Company Overview
Slide 6: Among leading designer & manufacturer of process equipment for Pharmaceutical & Chemical Industry
Among leading designer & manufacturer of process equipment for Pharmaceutical & Chemical Industry Established in 2011 Member of Engineering Export Promotion Council, Mumbai Manufactures a special range of filtration, mixing and drying equipment Wide and Diverse Product Portfolio Continues Dr
Slide 7: Organisation structure
BEL Prakash Lade Rohan Lade Director Director Production Purchase Inspection Design Engineer Department Engineer Engineer Factory Supervisors Accounts & Admin Inspection & Workers Department Draftsman Supervisor Marketing After Sales Service Department Team Sales Engineers Service Engineers Strictly
Slide 8: Company milestones
Lade family took 100% management control over BEW by buying Khokrale Fund raise through Executed 1st CE family stake Converted Public Incorporated BEW marked Export preferential allotment Engineers and Works Expanded its sales Limited from Order network to Israel Private Limited Private
Slide 9: Prakash Lade and Rohan Prakash Lade
Prakash Lade Rohan Prakash Lade Chairman Managing Director Diploma in Mechanical Engineering from Diploma in Mechanical Engineering from Board Maharashtra State Board of Technical Education in 2005 of Technical Examinations, Maharashtra in 1970 Experience of over 17 years in Production and ser
Slide 10: Key strengths
Experienced Management Our Promoter Mr. Prakash Lade has an experience of almost 5 decades in this business and has been guiding force behind growth and strategy of the Company Cost effective and Quality Manufacturing Certified as an authorized ASME U & R stamp manufacturer Supported by team o
Slide 11: Industry Overview
Industry Overview
Slide 12: Production Linked Incentive (PLI) Scheme for pharmaceutical manufacturing
The Production Linked Incentive (PLI) Scheme for promotion of domestic manufacturing of critical Key Starting Materials (KSMs)/Drug Intermediates (DIs) and Active Pharmaceutical Ingredients (APIs) in India Production Linked Incentives of up to INR 6,940 crores have been approved A financial in
Slide 13: Scheme on Promotion of Bulk Drug Parks
The scheme on Promotion of Bulk Drug Parks for financing Common Infrastructure Facilities in 3 Bulk Drug Parks with financial implication of INR 3,000 crore for 2020‐2021. Assistance under the scheme will be admissible for such facilities by State Government in Bulk Drug Parks. Parks will have
Slide 14: Business Overview
Business Overview
Slide 15: Product range: dryers, mixers and filters
Table Top Nutsche Cone Mixer Agitated Nutsche Spherical Dryer Filter Dryer Dryer Filter Dryer with Agitator
Slide 16: With highly controlled manufacturing process
..With highly controlled manufacturing process...
Slide 17: With state of the art manufacturing facilities
...With state of the art — manufacturing facilities...
Slide 18: Leading to suite of marquee customers
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Slide 19: Export markets
Russia Canada Turkey Export Japan Israel Saudi Arabia Bangladesh Nigeria Malaysia Indonesia
Slide 20: Financial Highlights
Financial Highlights
Slide 21: H2 FY23 income statement
Rs. Crore H2 FY23 H2 FY22 Y‐o‐Y % H1 FY23 Income from Operations 57.93 52.97 47.67 Other Operating Income 0.00 0.00 0.00 Total Income 57.93 52.97 9.36% 47.67 Raw Materials 45.68 42.66 35.88 Employee Cost 1.38 1.86 1.22 Other Expenses 3.78 2.47 3.13 Total Expenditure 50.84 47.00 40.23 EBITDA (Excludi
Slide 22: FY23 income statement
Rs. Crore FY23 FY22 Y‐o‐Y % Income from Operations 105.61 99.42 Other Operating Income 0.00 0.00 Total Income 105.61 99.42 6.23% Raw Materials 81.57 80.79 Employee Cost 2.59 2.22 Other Expenses 6.91 5.47 Total Expenditure 91.08 88.48 EBITDA (Excluding Other Income) 14.53 10.94 32.89% EBIDTA Margin (
Slide 23: Revenue, EBITDA and PAT trends
Revenue (Rs. Crore) EBITDA (Rs. Crore) / EBITDA Margin (%) 13.80% 13.76% 15.00% 20.00 99.42 105.61 11.00% 15.00 10.00% 7.41% 59.36 59.41 14.53 10.00 10.94 5.00% 8.20 5.00 4.40 0.00% 0.00 FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 PAT (Rs. Crore) PAT Margin (%) 8.00% 6.94% 8.00 7.00% 7.00 5.67% 6.00% 6.
Slide 24: Balance sheet as on 31st March 2023
As on 31st As on 31st As on 31st As on 31st Rs. Crore March 2023 March 2022 Rs. Crore March 2023 March 2022 Shareholder’s Funds 26.65 19.33 Non‐current assets 14.18 13.70 Share capital 2.58 2.58 Property,Plant & Equipment 10.67 10.46 Reserves & Surplus 24.07 16.75 Financial Assets Non‐current liabil
Slide 25: RoE, RoA and RoCE
RoE(%) RoA(%) 6.0% 5.7% 29.2% 27.5% 24.2% 3.2% 8.7% 1.0% FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 RoCE(%) 26.0% 20.6% 21.9% 12.6% FY20 FY21 FY22 FY23 RoE = Net Profit/Net Worth | RoA = Net Profit/Average Total Assets / RoCE = EBIT/(Shareholders Fund + Total Debt‐non current investments)
Slide 26: Way Ahead
Way Ahead
Slide 27: Indian filter and dryer market and addressable opportunity
The three listed players dominate the organised market for Indian filter's & dryer's (F&D) having a combined turnover of Rs. 600 Cr. amongst themselves, the largest being HLE Glasscoat Ltd. Apart from the listed peers there are couple of other manufacturers who are present in the market having a com
Slide 28: Company and Investor Relations contacts
Company : Investor Relations Advisors : BEW Engineers Limited. Adfactors PR Pvt. Ltd. Mr. P. R. Khopkar Mr. Amit Sharma / Mr. Rupesh Rege cs@bewltd.com amit.sharma@adfactorspr.com rupesh.rege@adfactorspr.com www.bewltd.com www.adfactorspr.com