Sanghi Industries Limited · NSE:SANGHIIND
Sanghi Industries — Investor Presentation (June 2021)
18 slides from Sanghi Industries's investor presentation, Jun 30, 2021
Slide 1: Regulation 30 intimation letter to stock exchanges
30th June, 2021 The Assistant Vice-President The General Manager The National Stock Exchange of India Ltd BSE Ltd Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No.C/1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051 Dear Sir, Sub : Regulatio
Slide 2: Sanghi Cement
aS SANGHI a) CEMENT USTRIES LIMITED
Slide 3: One of the Largest Integrated Single Stream Cement Plants
One of the Largest Integrated Single Stream Cement Plants 8) BONS | © RAJASTHAN i TT ial rd CLINKER PLANT CEMENT MILLS LIMESTONE MINES peek © BHUJ (6.6 MMTPA) (6.1 MMTPA) (1543 HECTARES) 4 © AHMEDBAD - \NAVLAKHI @ RAJKOT @ MADHYAPRADESH ‘ e SURAT ‘ ‘© MUMBAI CONVEYOR BELT CAPTIVE POWER PLANTS CAPTIV
Slide 4: Key Highlights
Key Highlights * 6.6 MMTPA Clinker, 6.1 MMTPA Cemeni * 100% captive power plant of 130 MW a WHRS 13 MW * Multi-fuel technology in Kiln and TPP ¢ Captive all-weather port * 3 BCT for Western India presence * One of the Lowest Cost Producers in the Industry * Committed Promoters : 70% holding * Credit
Slide 5: Growth while Focused on Sustainability
Growth while Focused on Sustainability Production Efficiency Supply Chain Efficiency • Large Capacity base is available to manage • Focused market approach short term production disturbances • Gradual volume growth without disrupting • Ability to continue supplies despite price or margins external f
Slide 6: Poised to Participate in Future Growth
Poised to Participate in Future Growth Cement Demand Non-trade sales 50-52% Trade sales 48-50% Industrial & commercial, 20-22% Urban Housing, 21-22 32-34% MT Infrastructure, 28-30% Rural Housing, 16-18% • Gujarat has consistently showcased strong macro economic indicators • GSDP – 12% CAGR from FY14
Slide 7: Cement Demand in Gujarat
Cement Demand in Gujarat 30.0 28.5 6% Grow Faster than Industry 5.3% 25.0 23.5 5% • Better Market Practices to drive 21.5 4.7% long term growth 20.0 4% • Garner larger share of Incremental demand 15.0 3% • Maintain profit margins despite volume growth 10.0 2% • Sharp focus on improving both quality
Slide 8: Cement Demand in Gujarat – Key Highlights
Cement Demand in Gujarat – Key Highlights • Expected to Grow at 5-6% ~ 6-8 MMTPA* • Delhi Mumbai Freight Corridor, Smart cities, Rajkot, Surat Airport Infrastructure • High Speed Rail, Ahmedabad Metro (6.5km operational) • State capital outlay of Gujarat rose by 2.4%. • ~962 kms of NHAI projects con
Slide 9: Expanding Presence in Western India
Expanding Presence in Western India FY-21 Geographical Distribution FY-23P Geographical Distribution 18% 30% 70% 82% Gujarat Non-Gujarat Gujarat Outside Gujarat
Slide 10: Wide market reach due to shipping infrastructure
Wide market reach due to shipping infrastructure • Western India markets of Mumbai and Cochin at sustainable margins • 3 Bulk Cement Terminals at Navlakhi (Gujarat), Dharamtar (Mumbai) and Kochi (outsourced facility) enables competitive cost of delivery and timely fulfilment of orders • Secondary Ma
Slide 11: Clinker Trading Opportunities
Clinker Trading Opportunities Africa Sri Lanka Bangladesh MMT 30 21 23 4.7 16 18.6 15 3.6 2.9 2015 2017 2019 2015 2017 2019 2015 2017 2019 © 2017 CRISIL Ltd. All rights reserved. Source: Global Cement Clinker Consumption Regions Sanghi - Supplier of Choice • Clinker to Tanzania, Kenya, Ivory Coast i
Slide 12: Key Financial Indicators
Key Financial Indicators Rs. Crore Performance FY19 FY20 FY21 Q4 FY21 Sales Volume (MMTPA ) 2.67 1.97 2.15 0.75 Net Income 1088 900 948 331 EBIDTA 181 205 249 97 EBIDTA % to Net 17% 23% 26% 29% Income EBIDTA per tonne (Rs). 678 1043 1158 1293 PBT 52 65 112 60 Tax Credit derecognised - - 34 34 (non-c
Slide 13: Lowest Cost Producer in the industry
Lowest Cost Producer in the industry
Slide 14: Facilities at a Glance
Facilities at a Glance 28) GENGH Clinker Plant - one of the largest kilns Bulk loading operations at Captive Jetty at Plant - | Te .
Slide 15: Distribution Facilities and Market Presence
Distribution Facilities and Market Presence 8) BSNS | Bulk unloading operations at © ‘Terminal at Dharamtar, Terminal at Cochin, Initiate coastal shipping Navlakhi, Gujarat Maharashtra Kerala of bulk cement Sanghi Trishul ai meg Shakti Rath Customer Care Center Mobile Quality check for customers All
Slide 16: Sanghi Industries – Senior Management
Sanghi Industries – Senior Management Mr. Ravi Sanghi - Chairman and Managing Director of the Company, is a first generation entrepreneur and PHOT the visionary behind the establishment of one of the world's largest integrated single-stream cement plant in O Kutch, leading it since its conception
Slide 17: Disclaimer
Disclaimer This presentation does not constitute or form or deem to constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of Sanghi Industries Limited (the “Company”), nor shall it or any part
Slide 18: R. R. District, Telangana – 501511.Tel. 08415-242240
CIN No. : L18209TG1985PLC00581 Registered office : P.O. Sanghinagar, Hayatnagar Mandal, R. R. District, Telangana – 501511.Tel. 08415-242240 Email : companysecretary@sanghicement.com Website : www.sanghicement.com
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