Bigbloc Construction Ltd · NSE:BIGBLOC
Bigbloc Construction — Q2 FY2022 Earnings Presentation
34 slides from Bigbloc Construction's earnings presentation, Oct 25, 2021
Slide 1: Exchange filing cover letter
BIGBLOC CONSTRUCTION LIMITED CIN: L45200GJ2015PLC083577 A-601/B, ‘A – WING’, INTERNATIONAL TRADE CENTRE, MAJURA GATE, RING ROAD, SURAT, GUJARAT- 395002 Email: contact@nxtbloc.in visit us: www.nxtbloc.in Date: 25/10/2021 To, To, Department of Corporate Service, Listing Department, Bombay Stock Exchan
Slide 2: Investor Presentation Q2FY22
BIGBLOC CONSTRUCTION LIMITED Investor Presentation Q2FY22
Slide 3: Table of Contents
INDUSTRY OVERVIEW 03 TABLE COMPANY OVERVIEW 07 OF CONTENTS FINANCIALS 28
Slide 4: Industry Overview - AAC & Its Applications
INDUSTRY OVERVIEW - AAC & ITS APPLICATIONS The global Increasing The construction Governments in APAC is expected to The rapid The rate of Asia-Pacific has autoclaved aerated development in civil material category, developing countries be the largest and urbanization has availability of been a thriv
Slide 5: Economic and Real Estate Outlook Post COVID-19
ECONOMIC AND REAL ESTATE OUTLOOK – POST – COVID -19 Rise in income levels and favourable demographics (66% of Indian Population is less than 35years of age) has led to best Affordability in the last 25 years. Source: HDFC 4 Investor Presentation 2020-21
Slide 6: Indian Real Estate Outlook for 2021
INDIAN REAL ESTATE OUTLOOK FOR 2021 Infrastructure - Resumption of construction work for institutional infrastructure projects, such as ports, railways; Government initiatives such as construction of concrete roads and highways under the Bharatmala Project, development of rural roads under the Pradh
Slide 7: Table of Contents
INDUSTRY OVERVIEW 03 TABLE COMPANY OVERVIEW 07 OF CONTENTS FINANCIALS 28
Slide 8: Introduction to the Group
INTRODUCTION TO THE GROUP Second Generation of the SABOO family Second largest blocks 40 Years of rich Established as a Now, diversified in manufacturing is Qualified CA and Promoted by the experience in Textile Manufacturing Block manufacturing operational capacity in MBA, bringing SABOO Family div
Slide 9: Company Overview, Mission, Vision and Core Values
COMPANY OVERVIEW, MISSION, VISION AND CORE VALUES On 17th June, 2015, Bigbloc Construction Limited was incorporated under the “Our value-centric approach is key to our success.” Companies Act, 2013 in Gujarat. The Company is engaged in the manufacturing business of building AAC (Aerated Autoclave Co
Slide 10: Bigbloc at a Glance
BIGBLOC AT A GLANCE Listed on National Low Debt and High Generating Carbon Stock Exchange and Equity fueled Entity 100+ Realtors as 150+ Member Credit for utilisation Bombay Stock clients Strong organization of flyash Exchange Business of AAC Amongst the First in (Aerated Autoclave 2 Factories at Su
Slide 11: Our Journey Over the Years
OUR JOURNEY OVER THE YEARS 2022 2021 2020 2019 2016 2015 2012 2011 2010 Inaugural Partnership 1996 with Siam Cement Group (SCG), Thailand. Maiden Established AAC Blocks Commenced Got demerged Acquired Bigbloc Strategically Expanded Starbigbloc IPO and First AAC unit of new AAC from Mohit Constructio
Slide 12: Strategical Partnership with SCG International Corporation
STRATEGICAL PARTNERSHIP WITH SCG INTERNATIONAL CORPORATION CO. LTD. Building strength to strength by collaborating with Siam Group (SCG) About the partnership Pioneer of Cement industry in Thailand & South-east Asia Significant impetus to BIGBLOC’s growth Largest producer of Construction material in
Slide 13: AAC Blocks vs Brick Comparison Chart
AAC BLOCKS vs BRICK COMPARISON CHART AAC Vs Brick : Vadodara 6,000 6,600 7,000 5,500 6,000 5,467 5,000 4,800 5,000 4,500 4,200 4,000 3,500 4,000 3,075 3,075 3,075 3,100 4,000 2,700 2,700 3,000 3,500 3,863 2,400 2,400 1,800 1,800 3,383 3,379 2,000 3,000 3,300 2,919 2,850 2,500 2,758 2,692 2,650 2,650
Slide 14: AAC Blocks Key Advantages
AAC BLOCKS KEY ADVANTAGES AAC block is a green Weight of these AAC There is considerable Sound proof & Fire We are the only building material which blocks is 30% lighter than saving in the structure resistant company in this market is a replacement for that of red bricks hence cost which generates c
Slide 15: What Makes Us Unique
WHAT MAKES US UNIQUE Strong Network of Contractors Strong Team at AAC plant to for quick and fast installation of undertake Production, Factories Maintenance Have Constructed and erected the first plant and have sold it at premium to BILT in the year 2011 3 2 1 5 4 6 The new facility at Ahmedabad wa
Slide 16: Strategically Located Plant at Vapi
ENHANCING MANUFACTURING CAPABILITIES THROUGH…STRATEGICALLY LOCATED PLANT AT VAPI GUJARAT MAHARASHTRA Manufacturing Facilities is located at Umargaon, near Our plant can produce Our current AAC Mumbai Border. It caters 39 truck loads per day The Plant is 8 years old The Capacity utilization productio
Slide 17: Strategically Located Plant at Ahmedabad
STRATEGICALLY LOCATED PLANT AT AHMEDABAD MADHYA PRADESH KAPADVANJ KAPADVANJ Starbigbloc Building Material Private Limited (Formerly known as “Hilltop Concrete Our Manufacturing Facilities Private Limited”) was taken Recently we have are strategically located at over by Bigbloc Construction increased
Slide 18: Manufacturing Process
MANUFACTURING PROCESS 1. Raw Fly Ash Materials 2. Cement 3. Lime 4. Raw Materials mixed D) AAC is shrink 8. wrapped and placed Cake is ready on pallets to cut AUTOC LAVE A) Cake is cut into blocks or C) Cured AAC B) Uncurred AAC panels and waste is removed from autoclave placed in autoclave under re
Slide 19: Our Execution Capabilities
OUR EXECUTION CAPABILITIES Bigbloc entered the AAC business in 2009 when its market was budding. Theirs was 3rd AAC Block Plant in India. Green Field Bigbloc has setup Green Field Plant of 3,00,000 M3 at Vapi in just 13 months in 2012, Presently operating at 100% Projects capacity Acquired a non-per
Slide 20: Environment Health and Safety
ENVIRONMENT HEALTH AND SAFETY Bigbloc Construction Ltd generates maximum Carbon credits due to thoroughly planned utilization of Fly ash in manufacturing Blocks Generating Carbon Credits It is one of the few Companies who consistently generate more than 50,000 units of Carbon Credits per annum Envir
Slide 21: Excelling Relationships with Diversified Strategies
EXCELLING RELATIONSHIPS WITH DIVERSIFIED STRATEGIES Key Marquee clients Sr. Name Description • B2B Marketing India’s Biggest Realtor who did a $500Mn IPO on the exchanges, Lodha • Less dependence on 1 Developers Constructed one of the marquee and tallest tower of South Mumbai, Current Portfolio of 5
Slide 22: Strong Client Base - 100+ Builders
STRONG CLIENT BASE- 100+ BUILDERS 21 Investor Presentation 2020-21
Slide 23: Marketing and Supplies
MARKETING AND SUPPLIES DEVELOPER SUPPLIES GOVERNMENT CEMENT COMPANIES AS PROJECT SALES OEM • Supplies to Marquee • One of the few Block Supplier • Large Projects like Lodha Developers for Direct approved to Supply to the likes Palava, Zydus hospitals etc • In India, cement companies Consumption in t
Slide 24: Marquee Projects
MARQUEE PROJECTS LODHA PALAVA KANAKIA GROUP L&T LODHA GROUP REGENCY GROUP Township Rainforest Crescent Bay World One Regency Sarvam ▪ All are amongst top 10 in Mumbai, Lodha World One is the Tallest tower in south Mumbai ▪ Regency is the biggest MIG township in North Mumbai ▪ Rainforest is one of th
Slide 25: Board of Directors
BOARD OF DIRECTORS Mr. Narayan Sitaram Saboo Mr. Naresh Sitaram Saboo Mr. Mohit Narayan Saboo Mr. Manish Saboo Chairman & Executive Director Managing Director Director & CFO Marketing & Strategy 34 years of experience in management Experience of 25 years in Textile Experience of 7 years in Corporate
Slide 26: Board of Directors
BOARD OF DIRECTORS Mr Sachit Gandhi, Ms Samiksha Nandwani, Mr Dishant Jariwala, Mr Tejas Dhoot, Independent Director Independent Director Independent Director Senior Executive A Qualified Chartered Accountant. He She is a Bachelors in Business He is a chemical engineer with 5 years He oversees produ
Slide 27: Growth Drivers
GROWTH DRIVERS Shifting Preference for Disaster-Resistant Buildings Increasing Urbanization and Industrialization with growth in Infrastructure Sector Surging Focus on Green and Sound-Proof Buildings Rising Need for Lightweight Construction Materials Growing Preference Toward Low-Cost Houses 26 Inve
Slide 28: Table of Contents
INDUSTRY OVERVIEW 03 TABLE COMPANY OVERVIEW 07 OF CONTENTS FINANCIALS 28
Slide 29: Consolidated Business Performance for Last 3 Quarters
CONSOLIDATED BUSINESS PERFORMANCE FOR LAST 3 QUARTERS Revenue (in lakhs) EBITDA (in lakhs) 140% 89% 46% 83% 608 4,123 2,825 2,179 333 253 Q2FY21 Q1FY22 Q2FY22 Q2FY21 Q1FY22 Q2FY22 PAT (in lakhs) Volume (in CBM) 500 1793% 57% 450 157% 34% 400 1,28,788 350 314 300 96,139 250 82,237 200 150 122 100 50
Slide 30: Standalone Financial Performance for Q2 & H1 FY22
STANDALONE FINANCIAL PERFORMANCE FOR Q2 & H1 FY22 Standalone Particulars Rs. in Lakhs Q2 FY22 Q2 FY21 YoY 6M FY22 6M FY21 YoY Revenue from Operations 2,460.47 915.54 169% 4,235.68 1,155.69 267% Cost of Material Consumed 1,032.86 353.94 1,707.03 446.45 Purchase of Stock-in-Trade 76.76 104.16 128.5 15
Slide 31: Consolidated Financial Performance for Q2 & H1 FY22
CONSOLIDATED FINANCIAL PERFORMANCE FOR Q2 & H1 FY22 Consolidated Particulars Rs. in Lakhs Q2 FY22 Q2 FY21 YoY 6M FY22 6M FY21 YoY Revenue from Operations 4,122.91 2,178.99 89% 6,948.38 2,859.81 143% Cost of Material Consumed 1,743.39 897.01 2,891.04 1,171.26 Purchase of Stock-in-Trade 96.41 55.97 16
Slide 32: Annual Consolidated Trend for Last 3 Years
ANNUAL CONSOLIDATED TREND FOR LAST 3 YEARS Revenue (in lakhs) EPS (in Rs.) 1.74 1.74 11,879 10,278 10,008 FY19 FY20 FY21 -0.99 FY19 FY20 FY21 EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 6.89% 8.70% 11.61% -1.40% 2.07% 2.40% Margin Margin 1,193 1,034 246 247 690 FY19 FY20 FY21 -140 FY19 FY20 FY21
Slide 33: Corporate & Shareholding Information
CORPORATE & SHAREHOLDING INFORMATION Shareholding Pattern (as on 30th September, 2021) Stock Data Market Cap as on 22nd Oct, 2021 ₹ 197.43 Cr. Others Stock Price as on 22nd Oct, 2021 ₹ 139.45 29% 52 Week (High / Low) ₹ 176.65/68.45 NSE / BSE – Symbol BIGBLOC / 540061 Promoters 71% No. of Shares Outs
Slide 34: Thank You
THANK YOU S-Ancial Technologies Pvt. Ltd. (Investor Relations) BIGBLOC CONSTRUCTION LIMITED 215, Shivshakti Industrial Estate, J. R. Boricha CIN NO: L45200GJ2015PLC083577 th Marg, Lower Parel (E), Mumbai 400011 6 Floor, A/601-B, International Trade Centre, Majura Gate, Ring Road, Surat 395002 (Gujar
Bigbloc Construction — Q2 FY2022 Earnings Presentation on 6ix