Jain Irrigation Systems Limited · NSE:JISLDVREQS
Jain Irrigation Systems — Q1 FY2019-20 Earnings Presentation
16 slides from Jain Irrigation Systems's earnings presentation, Aug 16, 2019
Slide 1: Cover letter to stock exchanges
JISL/SEC/2019/08/B-2/B-6 16th August, 2019 To, To, Bombay Stock Exchange Ltd., National Stock Exchange of India Ltd., Corporate Relationship Department, Exchange Plaza, C-1, Block G, 1st Floor, New Trading Wing, Rotunda Bandra Kurla Complex, Building, P. J. Tower, Dalal Street, Bandra (East), Mumbai
Slide 2: Q1 FY19-20 Investor Communication
Q1 FY19-20 INVESTOR COMMUNICATION
Slide 3: Founder's journey and values of JISL
The journey of Jain Irrigation Systems Ltd. started with a young boy who wanted to excel at his studies, even if it meant studying under the only lamp in his village. His determination an ideas revolutionalised the face of the agricultural industry in India and in turn, he was recognised globally fo
Slide 4: Financial Performance: Q1 FY20
Standalone Rs. Mn Q1FY20 Q1FY19 EBIDTA Margin for Q1 FY20 improved to 19.5% from 17.9% in Q1 FY 19 Revenue 8,281 10,620 PAT lower in Q1 FY 20 due to decrease EBIDTA 1,617 1,903 in revenue PAT 163 436 Cash PAT 543 961 Financial Performance: Q1 FY20 Consolidated Rs. Mn Q1FY20 Q1FY19 EBIDTA Margi
Slide 5: Segment Overview: Q1 FY20
Standalone Revenue Rs. Mn Growth Revenue Micro Irrigation revenue y-o-y constitutes 54% of total. Hi-tech Agri Inputs 4,513 -13.4% Plastic 3,697 -28.7% Other 71 -67.8% Total 8,281 -22.0% Consolidated Revenue Rs. Mn Growth Overseas revenue Segment Revenue y-o-y grown 6.7% yoy Overview: Hi-tech Ag
Slide 6: Order Book Position: 1Q FY20
Standalone Rs. Mn Order Book Position Hi-tech Agri Inputs 23,288 Plastic 9,879 Other 483 Total 33,650 Order Book Position : Consolidated Rs. Mn 1Q FY 20 Order Book Position Hi-tech Agri Inputs 23,551 Plastic 10,364 Agro 11,484 Other 976 Total 46,375 5
Slide 7: Revenue Overview: Q1 FY20
Standalone 1% 9% 45% 54% 91% Hi-Tech Plastics Other Domestic Export Revenue Overview : Q1 FY20 Consolidated 1% 25% 47% 50% 53% 24% Hi-Tech Plastics Agro Other India Rest of World 6
Slide 8: Working Capital Analysis
Standalone Days DSO Jun 30, 2019 DSO Mar 31, 2019 DSO Jun 30, 2018 Inventory AR Net WC Inventory AR Net WC Inventory AR Net WC Hi Tech 91 279 294 90 238 250 105 189 216 Plastic 28 136 74 27 132 69 50 106 54 Standalone Co 70 226 214 68 198 182 87 156 156 Working Capital Consolidated Analysis Days DSO
Slide 9: Debt Position
Rs. Bn Jun 30, Mar 31, Change Jun 30, 2019 2019 QoQ 2018 Standalone Long Term 7.37 7.90 -0.53 8.55 Short Term 11.85 8.46 3.39 7.46 Gross Debt 19.22 16.36 2.87 16.01 Net Debt 18.74 16.05 2.69 14.68 Consolidated Long Term 30.65 31.82 -1.17 30.76 Short Term 22.74 19.17 3.57 17.48 Debt Position Gross De
Slide 10: Jain Irrigation – A snapshot
Jain Irrigation – A snapshot 1963 Incorporated in Started our trading business in 1986 #1 #2 #1 agricultural inputs and equipment Company has 30 Micro- Micro- Manufactu manufacturing 10,555+ irrigation irrigation rer of plants Dealers and company company plastic in India globally pipes in 5.2mm dist
Slide 11: Smart Irrigation Solutions
Smart Irrigation Solutions Water Wise: More Crop Per Drop 10
Slide 12: Smart and Amrut City
Smart and Amrut City Smart City: Objective is to promote cities that provide core infrastructure and give a decent quality of life to its citizens, a clean and sustainable environment and application of ‘Smart’ Solutions AMRUT: Atal Mission for Rejuvenation and Urban Transformation 11
Slide 13: Food business overview
Food business overview Onion Processing Fruit Processing Spices Business 2nd largest onion dehydrator in the world Largest mango processor in the world One of the largest Spice processing facilities in India Product Range Product Range Product Range 12
Slide 14: Global Brand Equity
i O JAIN ity Jain Irrigation Systems Ltd. sina leas ig volun: MICRO IRRIGATION SYSTEMS & EQUIPMENTS - MORE CROP PER DROP® a sini, nalaport” Acufain ao Smartoean® Bova i mo ~ NAANDARJAIN Chai More Crop er Crap” More Gop Per Oop” Mor Cop Per Oop More Cen Pe Oe! ore Cop Pee Ory ‘Atomatic Seen Fiter rUr
Slide 15: Recent Updates
Recent Updates Jain Farm Fresh Foods Ltd. ( JFFFL) forays into "Organic Spices." o JFFFL, a wholly–owned subsidiary of Jain Irrigation Systems Ltd., with one of the largest spice processing facility in India has forayed into organic spices. The Company’s 24000 MT spice processing facility has now
Slide 16: Thank You
Thank You
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