Rajratan Global Wire Limited · NSE:RAJRATAN
Rajratan Global Wire — Q2 FY2023 Earnings Presentation
16 slides from Rajratan Global Wire's earnings presentation, Oct 21, 2022
Slide 1: Exchange filing cover letter
RGWL/22-23/ 21st October, 2022 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers ‘Exchange Plaza’, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai 400001 Bandra (E), Mumbai – 400 051 Scrip Code – 517522 Symbol - RAJRATAN Sub: Investor Presentation Dear Sir,
Slide 2: Rethinking Strategies. Accelerating Sustainable Growth.
Rethinking Strategies. INVESTOR Accelerating PRESENTATION Sustainable Growth. FY Q2 - 2 0 2 2 - 2 3
Slide 3: Contents
CONTENTS 03 04 05 06 07 Chapter Chapter Chapter Chapter Chapter Executive Our Business Capacity Financial Risks and Summary Highlights Expansion Update Overview Mitigation (Consolidated) 08 09 10 11 12 Chapter Chapter Chapter Chapter Chapter New Adopting Measures Taken To Stepping Up About Initiativ
Slide 4: Executive Summary
EXECUTIVE SUMMARY Consolidated financials (Q2 FY 2023) Strategic Operating revenue dropped by 6.9% to Rs 22,456 Lakhs YoY Higher price inventory of raw material impacted our gross margin. EBITDA lower by 25.7% to Rs 3,768 Lakhs and Thailand based export oriented tyre companies witnessed pressure EBI
Slide 5: Our Business Highlights
OUR BUSINESS HIGHLIGHTS Rajratan India New market entry Approved by 'Michelin' for supply of Bead wire to its Indian plant Rajratan India and Thailand Initiated marketing survey exercise for the entire European region. Owing to geopolitical condition and high inflationary pressure globally the tyre
Slide 6: Capacity Expansion Update
CAPACITY EXPANSION UPDATE Rajratan India (Chennai) Rajratan Thailand Completed approximately 50% The Thailand Factory has received of the construction for the EIA approval. production block, compound block, administration building and ancillary The entire line has been building. commissioned and is
Slide 7: Financial Overview (Consolidated)
FINANCIAL OVERVIEW (CONSOLIDATED) (H in Lacs) Particulars Q2 FY23 Q1 FY23 Q2 FY22 YoY% H1FY23 H1FY22 YoY% Sales Volume - India 14,736 14,623 14,055 4.85 29,359 26,447 11 Sales Volume - Thailand 7,584 8,518 9,471 -19.92 16,102 17,386 -7 Sales Volume - Total 22,320 23,141 23,526 -5.13 45,461 43,833 4
Slide 8: Risks and Mitigation
RISKS AND MITIGATION Risks Mitigation The Company has initiated planned shutdowns to streamline its inventory in line with Low Demand inventory corrections being taken by customers (tyre manufacturer). During this period, the Company’s engineering team has helped to introduce improvements to the pro
Slide 9: New Initiatives Taken in Q2
NEW INITIATIVES TAKEN IN Q2 TPM Achieved dust and fume free shop floor. 50% of critical machines are JH Step 1 Qualified. Customer complaints reduced by 20%. Achieved targeted OEE levels in 4 sections. Work in progress in 2 sections. MTBF (Mean Time Between Failures) increased by 2X hours. Achieved
Slide 10: Adopting Digitisation
ADOPTING DIGITISATION The Company has initiated a shop-floor digitisation program, ConnectFacts (www.ConnectFacts.com) - a suite of 8 applications, to set up a digital operating system for shop-floor organisation. The digitisation exercise is aimed to reduce manual work significantly, measure KRA in
Slide 11: Measures Taken to Ensure Employee Health and Safety
MEASURES TAKEN TO ENSURE EMPLOYEE HEALTH AND SAFETY Regular health camps were organised at the plant and 100% of the employees were covered. The Company has created a dust-free environment and a secure work environment for its employees in India through TPM analysis. Safety audits of plants and mach
Slide 12: Stepping Up ESG Efforts
STEPPING UP ESG EFFORTS The Company uses 70% of raw material manufactured through scarp route at Thailand plant. The Company is reusing chemicals to reduce industrial waste. The Company strives to utilise renewable sources of energy and is implementing a Solar Rooftop project in Thailand. The Compan
Slide 13: About Rajratan
ABOUT RAJRATAN One of the world’s leading and trusted bead wire manufacturers, Rajratan Global Wire Ltd (Rajratan) supplies bead wire to marquee and discerning customers across geographies. Commencing its journey in the early 1990s, Rajratan today enjoys approximately 45% market share in India and 2
Slide 14: Our Customers
OUR CUSTOMERS 13 RAJRATAN@2022
Slide 15: Safe Harbour
SAFE HARBOUR The presentation has been prepared by Rajratan Global Wire Limited (“Rajratan” or the “Company”) solely for information purposes and does not constitute an offer to sell or recommendation or solicitation of an offer to subscribe for or purchase any securities and nothing contained herei
Slide 16: Thank You
THANK YOU For more details please contact: KAPTIFY® Consulting Rajratan Global Wire Ltd Strategy & Investor Advisory Shubham Jain Consulting a K&A creation | www.kalolwala.com Company Secretary contact@kaptify.in investor.cell@rajratan.co.in Tel:+91-8452886099 www.rajratan.co.in www.kaptify.in
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