Star Cement Ltd. · NSE:STARCEMENT
Star Cement — Q1 FY2023 Earnings Presentation
30 slides from Star Cement's earnings presentation, Aug 5, 2022
Slide 1: Exchange filing cover letter for Q1 investor presentation
Date: 05.08.2022 The Listing Department, National Stock Exchange of India Limited Exchange Plaza, C-1, Block-G Bandra Kurla complex, Bandra-East Mumbai-400 051 Stock code: STARCEMENT BSE Limited Phiroze Jeejeebhoy Towers Dalal Street Mumbai-400 001 Stock code: 540575 Dear Sir, Subject: Investor Pres
Slide 2: Star Cement Limited - An Integrated Cement Company
CREATING A BETTER TOMORROW STAR CEMENT LIMITED An Integrated Cement Company NSE Ticker: STARCEMENT | BSE Ticker: 540575 | Bloomberg Ticker: STRCEM:IN Q1 Presentation | June 2022
Slide 3: Index
INDEX KNOW US BETTER: CORPORATE OVERVIEW BETTER PROSPECTS & POSSIBILITIES: INDIAN CEMENT INDUSTRY WHAT MAKES US BETTER: STRENGTHS & STRATEGIES PROMISING A BETTER TOMORROW: SUSTAINABILITY NUMBERS THAT SPEAK FOR US: FINANCIAL PERFORMANCE REVIEW 2
Slide 4: Know Us Better: Corporate Overview
KNOW US BETTER CORPORATE OVERVIEW 3
Slide 5: Star Cement at a Glance
STAR CEMENT AT A GLANCE As one of the most renowned and leading names among Eastern India's cement manufacturers, Star Cement enjoys a strong brand recall. The Company caters to significant cement markets across the region and functions across its six manufacturing units spread in the Eastern India
Slide 6: Our Star Products
OUR STAR PRODUCTS ORDINARY PORTLAND PORTLAND POZZOLANA ANTI RUST CEMENT CEMENT (OPC) CEMENT (PPC) (ARC) OPC 43: PPC: ARC: Suitable for construction where the grade Ideal for: A highlight of Star Cement’s of concrete is upto M-30. Mass concreting works innovative product line and a OPC 53: Masonry mo
Slide 7: A Journey That Speaks of Expansion
A JOURNEY THAT SPEAKS OF EXPANSION Our growth is reflected in how our manufacturing capacities have expanded through the years. Here is a year- wise snapshot summarising our progress and additions to our cement and clinker capacities. 0.40 0.60 0.80 2.60 2.80 CLINKER FY 04-05 FY 07-08 FY 10-11 FY 12
Slide 8: Better Prospects & Possibilities: Indian Cement Industry
BETTER PROSPECTS & POSSIBILITIES INDIAN CEMENT INDUSTRY 7 7
Slide 9: Indian Cement Industry's Prominence & Opportunities
INDIAN CEMENT INDUSTRY’S PROMINENCE & OPPORTUNITIES 381 MT (E) CONCENTRATED CEMENT MARKET (%) annual cement The Indian Cement Industry stands second, following China, production in in terms of production on global-scale FY 21-22 in India 195 KG Lesser per capita consumption widens growth prospects f
Slide 10: Burgeoning Eastern India Opportunities in the Eastern Region
BURGEONING EASTERN INDIA OPPORTUNITIES IN THE EASTERN REGION PER CAPITA CEMENT Cement consumption in the Eastern region (131 Kg) is although lower than the national CONSUMPTION (KGS) average (195 Kg), the market is likely to witness positive change in near future. Thereby, leading to a higher contri
Slide 11: Eastern India Opportunities: Serving a Better Tomorrow
EASTERN INDIA OPPORTUNITIES: SERVING A BETTER TOMORROW NATIONAL HIGHWAY WORKS Ongoing National Highway works of 1,300 km in the state of Assam to further Length: 1,300 km witness a noticeable amount of investment * (Source: https://economictimes.indiatimes.com/news/politics-and-nation/budget-allocat
Slide 12: What Makes Us Better: Strengths & Strategies
WHAT MAKES US BETTER STRENGTHS & STRATEGIES 11 11
Slide 13: Strengthening Our Tomorrow
STRENGTHENING OUR TOMORROW OUR CURRENT MANUFACTURING OUR CURRENT MANUFACTURING UNITS & CAPEX CAPABILITIES PLAN 2.8 MTPA 5.7 MTPA Expanding two grinding units in Assam CLINKER CEMENT 1 grinding unit PRODUCTION PRODUCTION in Siliguri 1 cement manufacturing CAPACITY CAPACITY in Guwahati 4 manufacturing
Slide 14: Branding & Promotion: Endorsing a Better Tomorrow
BRANDING & PROMOTION: ENDORSING A BETTER TOMORROW ANNUAL ADVERTISING & BRAND PROMOTION INVESTMENT AKSHAY KUMAR, AS OUR BRAND AMBASSADOR, BOOSTED OUR BRAND VISIBILITY Advertisement and Branding Expenses (₹ in Cr) 60 51.82 50 40 35.3 29 30 21.9 20 15.23 10 0 FY 19 FY 20 FY 21 FY 22 Q1, FY 23 ₹ 15.23 C
Slide 15: Advancing with Technology
ADVANCING WITH TECHNOLOGY STAR LOTUS APP (6000+ DIGITAL DISPLAYS: USERS): Impacting our in-store branding to Assisting contractors with classification, enhance brand information and visibility site verification, gift distribution, and along with timely updates on relevant journey, for bettering thei
Slide 16: Wider Reach for a Better Tomorrow
WIDER REACH FOR A BETTER TOMORROW STRONG SUPPLY CHAIN & DISTRIBUTION NETWORK We emphasize on strengthening being among the first one to identify the disparity in demand and supply forces, through a strong supply chain & distribution network DISTRIBUTION NETWORK SPREAD EASY AVAILABILITY OF RAW MATERI
Slide 17: Wider Reach for a Better Tomorrow
WIDER REACH FOR A BETTER TOMORROW IMPROVING RAIL TRANSPORT CONNECTIVITY: Railway siding at our Siliguri Plant was completed DISTRIBUTION NETWORK SPREAD through Public - Private partnership Mode. The new ACROSS 10 STATES, siding will further enhance Supply Chain capability of LEADING TO AN EDGE OVER
Slide 18: The Star Shines Bright and Strong
THE STAR SHINES BRIGHT AND STRONG • Enjoys a leadership position in the North East with market share of more than 23% • Gradually increasing share in the Eastern region through concerted efforts DISTRIBUTION NETWORK SPREAD • Strong dealer and distributor network built over the years, steering year-o
Slide 19: Promising a Better Tomorrow: Environment, Social & Governance
PROMISING A BETTER TOMORROW ENVIRONMENT, SOCIAL & GOVERNANCE 18
Slide 20: Being Responsible Today for a Better Tomorrow: Environment
BEING RESPONSIBLE TODAY FOR A BETTER TOMORROW: ENVIRONMENT Lowering CO2 Footprint Reducing Energy Consumption Reducing Carbon Emission EDUCATION Developed green belt in the surrounding areas Replaced 400W HPSV flood light fitting with AFR (Bamboo chips) & Biomass used to of our plant with evergreen
Slide 21: CSR – Assam & Meghalaya Donation to CM Relief Fund
CSR – ASSAM & MEGHALAYA DONATION TO CM RELIEF FUND Assam & Meghalaya CM’s Relief Fund Star Cement has donated Rs 1 Crore to the Chief Minister’s Relief EDUCATION Fund to aid the ongoing flood relief measures in Assam. And also initiated a distribution drive of food and other essential materials in v
Slide 22: CSR – Assam, Meghalaya & West Bengal
CSR – ASSAM, MEGHALAYA & WEST BENGAL HEALTH & SANITATION LIVELIHOOD DEVELOPMENT ❖ WASTE MANAGEMENT PROJECT: Collection of garbage from Lumshnong, ❖ STAR USHA TAILORING CENTRE: Regular classes for Star USHA Tailoring School Tongseng and Umsahi village is going on as per schedule. are going on,16 trai
Slide 23: CSR – Assam, Meghalaya & West Bengal
CSR – ASSAM, MEGHALAYA & WEST BENGAL EDUCATION RURAL DEVELOPMNENT ❖ SCHOLARSHIP PROGRAMME: 240 out of 309 students appeared in Star ❖ STAR ROSHNI: The Installation of solar street lights at Lumshnong & Installation Scholarship exam on 21st June at Star Public School. The result will be declared on o
Slide 24: Good Governance: Our Promoters Team
GOOD GOVERNANCE PROMISING A BETTER TOMORROW Our Promoters Team Mr. Sajjan Bhajanka Mr. Rajendra Chamaria Mr. Sanjay Agarwal Chairman & Managing Director Vice Chairman & Managing Director Managing Director Experience: 50 years’ experience Experience: 36 years’ experience in Experience: 36 years’ indu
Slide 25: Good Governance: Our Management Team
GOOD GOVERNANCE PROMISING A BETTER TOMORROW (Contd.) Our Management Team Mr. Pankaj Kejriwal Mr. Manoj Agarwal Mr. Jyoti S. Agarwal Chief Operating Officer Chief Financial Officer Chief Marketing Officer Qualification: Chemical Engineer Qualification: Associate Chartered Qualification: M.Com Experie
Slide 26: Numbers That Speak for Us: Financial Highlights
NUMBERS THAT SPEAK FOR US FINANCIAL HIGHLIGHTS 25 25
Slide 27: Highlights That Matter: Consolidated Financial Highlights
HIGHLIGHTS THAT MATTER: CONSOLIDATED FINANCIAL HIGHLIGHTS (₹ in Crs) Particulars Q1 FY-23 Q1 FY-22 Q4 FY-22 FY-22 Equity Share Capital 40 41 40 40 Reserves & Surplus 2196 2101 2128 2128 Net Worth 2236 2142 2168 2168 Net Operating Revenue 666 511 749 2222 EBIDTA 138 101 123 379 PBT 105 74 85 244 Tax
Slide 28: Highlights That Matter: Quarterly Financial Highlights
HIGHLIGHTS THAT MATTER: QUARTERLY FINANCIAL HIGHLIGHTS EBIDTA (Rs in Crs) Sales Volume (MTPA) 138 0.98 37% 29% 101 0.76 Q1 FY-23 Q1 FY-22 Q1 FY-23 Q1 FY-22 Net Operating Revenue (Rs in Crs) EPS (Rs) 666 30% 511 1.67 1% 1.65 Q1 FY-23 Q1 FY-22 Q1 FY-23 Q1 FY-22 27
Slide 29: Safe Harbour
SAFE HARBOUR This quarterly investor presentation has been prepared by Star Cement Limited (‘Star Cement’) and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered o
Slide 30: Thank You
THANK YOU Mr. Manoj Agarwal Corporate Office ‘Century House’, 2nd Floor investors@starcement.co.in P-15/1, Taratala Rd, 2nd Floor, CPT www.starcement.co.in Colony Taratala, Kolkata, West Bengal 700 088 29