Marine Electricals (india) Limited · NSE:MARINE
Marine Electricals (india) — Investor Presentation (September 2020)
27 slides from Marine Electricals (india)'s investor presentation, Sep 29, 2020
Slide 1: Exchange filing cover letter: Investor Presentation
.. a-Marine Electricals(India) Limited B-1, Udyog Sadan-3, MIDC, Andheri (E), Mumbai-93, INDIA. Tel.: 91 °22-40334300 FaK: 91-22-28364045 E-mail. info@marineelectricals.com Website : www.marineelectrioels.com CIN : L31907MH2007PLC176443 (Formerly known as Marine Elocttieals (I) P'vt. Ltd.) Ref: MEIL
Slide 2: Investor Presentation September 2020
~ ~MarineElectricals INVESTOR PRESENTATION SEPTEMBER 2020
Slide 3: Agenda
Agenda Overview : An Integrated Electrical Solution Provider Marine : Leader in providing electrical solutions Industrial : Largest partner of Schneider in India Strong Fundamentals & focused Growth Strategies Financial Analysis Marine Electricals 2
Slide 4: Integrated Electrical & Automation Solution Provider
Marine Electricals… Integrated Electrical & Automation Solution Provider Offers entire range of Electrical Engineering Solutions of every size such as, Low & Medium Voltage, Energy Distribution, Industrial Automation, Building Management, Integrated Security, Electrical Propulsion etc. Delivers Soph
Slide 5: Strong support for clients across segments
Strong support for clients across segments Marine Segment Industrial Segment Naval Ship Data Centre Important role in achieving ‘Make in Supplier for the largest Data Centre in India’ for Navy India Supplying highly Reliable and critical Helped in achieving Higher uptime and products Safer operati/o
Slide 6: Servicing with skilled team & wide geographical reach
Servicing with skilled team & wide geographical reach +1,000 #6 # 14 Manpower Manufacturing Plants Service Centres across Coastal Including 250+ Engineers and Across Goa, Mumbai, Chennai and locations in India ensures shorter specialised team with Marine exp. UAE & Italy Service Time for Clients & &
Slide 7: Promoters with sound technical background, experienced & reputed board members
Promoters with sound technical background experienced & reputed board members Vinay Uchil Shailendra Shukla Nikunj Mishra Director Non-executive Director Independent Director • Joined in the year 1995 • Track record of handling • Rear Admiral, Mr. Mishra is B. Sc • Actively look after business devel
Slide 8: Supported by well experienced management team
Supported by well experienced management team Rajiv Malhotra, COO Kamal Yadav, Global Sales Suresh Nair, Globus Solutions • Joined MEL in year 2006 as GM, Marine unit before • Joined MEL in year 2018 to grow Commercial Marine • Joined MEL group in 2016 as CEO of UAE business that Served the Indian N
Slide 9: Marine
MARINE 8
Slide 10: Engineering Capabilities in Marine built over years
Engineering Capabilities in Marine built over years... 1998 2004 - 2007 2007 - 2010 2010 - 2014 Current Target • Participation in large Growth Opportunity Organic / Inorganic orders by the India Navy • Opportunity to work on • Acquisition of Narhari electrical solutions for all Engg., AEC; JV with s
Slide 11: Offers Integrated Electrical Solution for all kind of ships
Offers Integrated Electrical Solution for all kind of ships l('TI u:-.,. tu, e"t,;~r. ,et. ':p pr,:l ti(i"""o-~• m ,:ii)-n,Trj'~ ,:f!,:n:q. Sperry Marine IW"i ip trJ USC r;:c,rj 1-:rt;. u.i .. •..-lj ,·,w Cf'&~-:.,~ °'!ff""'!. ere·~ e,.r.,··~ C-(1'4:t .alC\:a:, l'JIO;CIC.I '1;1.llC.li!C()ail:'? I)..
Slide 12: Strong Track-record of Naval & Commercial Vessels
Strong Track-record of Naval & Commercial Vessels Submarine Frigates ASW Corvettes Involved in supply to Scorpène-class Working on supply orders for INS Working for orders from INS Kukri, vessels for India (Project 75) and Talwar, Tabar, Brahmaputra, Betwa and Kuthar, Kora and Kirch indigenous
Slide 13: Well placed to capture opportunities
Well placed to capture opportunities Defence Spending : On the cusp of Revival Improve shipping ecosystem infrastructure • Increasing Government Focus and Initiatives to Transform India from ‘Buyer’s • Government focus to improve shipping ecosystem to make transport by water Navy’ to ‘Builder’s Navy
Slide 14: Industrial
INDUSTRIAL 13
Slide 15: Industrial: Journey to Turnkey Solution Provider
Industrial : Journey to Turnkey Solution Provider LV : Own Brand Automation MEcubE3 Enhanced engineering Developed own LV capabilities to provide offering with products automation solutions Provides turnkey for: Control Centre, 2019 such as Bus Duct Automation & Correction Panel, Solutions; EMS Elec
Slide 16: Strengthening its position across verticals
Strengthening it’s position across verticals... Datacentres Industrials High rise Buildings .ll ' I .1.10111111 • Achieved leadership position in Data Centres • Traditionally strong in Pharma (USFDA • Currently involved in the electrical works related requirement), Automobile; although not to LV& MV
Slide 17: ... & exploring emerging opportunities
... & exploring emerging opportunities Indian Railways Electrical equipment and lights for RCF and Railway infrastructure Metro Rails Already bagged order from Nagpur Metro Project worth Rs 6 crs; Bidding for more cities like Pune and Mumbai metro. Electric Vehicles Charging Stations for Fast Chargi
Slide 18: Strengths & Growth Areas
STRENGTHS & GROWH AREAS 17
Slide 19: Uniqueness – Strengths
Uniqueness – Strengths Leadership in Marine Business ~ 50% market share in electrical segment Largest Partner of Schneider Tier - I electrical supplier & in Approved List Electricals in India of Vendor with Navy, Indian and Global 50% + market share in Schneider Electrical’s Shipyards Block Set Pane
Slide 20: The path of growth
The path of growth Expanding Solution Offerings in Marine 01 • Providing IPMS for commercial ships, working on expanding it to Naval Ships • Focusing on complete installation package for Naval Ships • Targeting to receive Service Contract for Weapon Systems Geographical Expansion in Industrials 02 •
Slide 21: Financials
f)\| FINANCIALS
Slide 22: Consolidated Financial Highlights
Consolidated Financial Highlights Revenue EBIT Net Profit 3,688 3,998 2887 D DD 265 175 D 170 2 736 1,300 163.0 204 91.5 91.2 264 233 221 2,952 2,699 2,683 FY18 -58 -52 FY18 FY19 FY20 FY18 FY19 FY20 FY19 FY20 Net worth Gross Debt Gross Debt : Equity (X) 0.45 533 1,545 1,561 466 428 0.34 0.30 955 FY1
Slide 23: Consolidated Financial Highlights
Consolidated Financial Highlights Rs mn FY18 FY19 FY20 In FY 19 & 20, drop in earnings mainly due to Solar Segment registered net Loss of Rs. 59 mn & Rs. 52 mn respectively on account Revenue 3,689 3,998 2,887 of Change in Duty structure of Solar Panels and Rupee Depreciation Solar 736 1,300 204 Rev
Slide 24: Stand-alone Profitability Highlights
Stand-alone Profitability Highlights Rs mn FY17 FY18 FY19 FY20 Revenue 2,094 2,877 3,232 2,077 In FY 19 & 20, drop in earnings mainly due to Solar Segment registered net Loss of Rs. 59 Solar 736 1,300 204 mn & Rs. 52 mn respectively on account of Electricals 2,094 2,140 1,933 1,873 Change in Duty st
Slide 25: Stand-alone Balance Sheet Highlights
Stand-alone Balance Sheet Highlights Rs mn FY19 FY20 Rs mn FY19 FY20 Share capital 245 245 Gross block 748 748 In FY19 & FY20, High receivable is mainly on account of 1) Solar Project progress 2) in Reserves & Surplus 996 1,060 Less: Acc depre 295 350 Electrical business - Significant Revenue Networ
Slide 26: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Marine Eleactricals (India) Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe fo
Slide 27: Thank You
Thank You Marine Electricals Limited (NSE Symbol : MARINE) B-1, Udyog Sadan - 3, MIDC, Andheri (East), Mumbai +91 22 2834 6076 cs@marineelectricals.com www.marineelectricals.com U31907MH2007PLC176443 26
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