Kewal Kiran Clothing Limited · NSE:KKCL
Kewal Kiran Clothing — Investor Presentation (2022)
32 slides from Kewal Kiran Clothing's investor presentation, 2022
Slide 1: Kewal Kiran Clothing Limited
Kewal Kiran Clothing Limited Corporate Business Presentation & FY22 Financial Overview
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Kewal Kiran Clothing Limited (the “Company”) solely for information purposes without regard to any specific objectives, financial situations or informational needs of any particular person. By attending the meeting where this presentation is being ma
Slide 3: KKCL: Time & Tested Branded Apparel Play
KKCL : Time & Tested Branded Apparel Play Consistently Profitable Listed Branded Apparel Player
Slide 4: KKCL: Designing Success since 1980s
KKCL : Designing Success since 1980s Amongst the few Indian Denim brands to have successfully contributed to the evolving Denim culture in India : 40+ years of tasting success Learning it the hard way with Integrated Operations & presence across Value Chain : Designing - Manufacturing - Branding – R
Slide 5: Riding upon the Pillars of Success
Riding upon the Pillars of Success KKCL : Business Structure Pyramid PILLARS OF SUCCESS Established Brands 1 Disruptors 90O Vision Manufacturing Excellence 2 Widespread Distribution 3 360O Parameters Finance Framework: Key Determinant Financial Sustainability 4 Financial Sustainability driven Decisi
Slide 6: KKCL: Clothes for Every Season
KKCL : Clothes for Every Season
Slide 7: Focused Brand Proposition
1 Focused Brand Proposition Key Mantra - Branding drives Aspiration, commands Premium and sense of Stickiness
Slide 8: Established Brand Portfolio
Established Brand Portfolio LABELS THAT COMPETE WITH GLOBAL CONTEMPORARIES 1 Flagship Brand catering to Premium Luxury segment 2 Premium Mid Market Segment Brand 3 Fashion/Partywear Brand Focused on Mid Market Segment 4 Targeted Premium Mass Market Brand Denims: Label Tagging an important tool 5 Foc
Slide 9: Wide Product Portfolio capitalising Brand appeal
Wide Product Portfolio capitalising Brand appeal Bottom Wear Jeans Shorts (Primary Concentration) Trousers + Shirts T-Shirts Top Wear Jackets Accessories Business through Brand Extension : Opportunistic Play capitalizing on Brand Recognition & Entrenchment Deodorants - Shoes - Belts - Masks - Purs
Slide 10: Killer: Premium Casuals
Killer : Premium Casuals Flagship brand “Killer” imbibes in it the cool confidence of today’s youth and redefines denims, giving a bold character to them
Slide 11: Lawman: Fashion Capital
Lawman : Fashion Capital A glamorous, lifestyle brand, “LawmanPg3” specialises in trendsetting denim and partywear for young adults
Slide 12: Integriti: Youth Culture
Integriti : Youth Culture Reflecting and resonating the ambition and energy of youth, “Integriti” offers a credible, trusted and value proposition across work and casual wear
Slide 13: Easies: Contemporary Semi Formal Wear
Easies : Contemporary Semi Formal Wear A blend of classic and contemporary preferences, “Easies” is reshaping corporate fashion in India through its range of semi-formal menswear, made from the most premium range of fabric and linen
Slide 14: Women Wear: New Avenues
Women Wear : New Avenues “Desi Belle” is an Indo-Western womenswear that exists at the confluence of modern style and desi touch, catering to the contemporary woman
Slide 15: KKCL Unique Success Formula - Make to Market
2 KKCL Unique Success Formula - Make to Market Market dynamics paves the way for Creator’s market – Manufacturing back in focus
Slide 16: Manufacturing Excellence
Manufacturing Excellence Robust manufacturing setup with majority of the processes developed in-house from Designing to Finished Product – Giving it a “Good control over product costs factor and Quality” Tech-led manufacturing capabilities : State-of-the-art technology in manufacturing denims with
Slide 17: Vapi Manufacturing Unit awards and responsible manufacturing
Designing – Procurement – Washing – Stitching – Labelling – Packing – Retail The Vapi Manufacturing Unit won gold awards in ‘FAME Excellence Award 2017’ and ‘Grow Care’ India’s Environment Award 2017’. Responsible Manufacturing Practices: Usage of state of art technology to avoid usage of excessive
Slide 18: Strong Market connect
3 Strong Market connect Brand recognition driving market “Pull Strategy” – playing it with a flexible profit oriented & balanced market strategy
Slide 19: Widespread Distribution – Physical & Digital
Widespread Distribution – Physical & Digital Extensive footprint of directly operated and franchise stores, along with a presence in national large format stores & carefully selected multi-brand outlets (MBOs) Exclusive Retail Store Count (As on March 31, 2022) MBO Presence Widespread MBO presence t
Slide 20: Two Pronged Approach
Continuing Focus - Strengthening Distribution Traditional Channels : Key to Profitability - Identify Right Channel Partners EBOs (Master Distribution & Direct by Company) Structured & Focused - Nurturing Channel Partners & forging long term Win-Win Philosophy Methodology partnerships MBOs - Opportun
Slide 21: KKCL's Retail Play
- KKCL’s Retail Play
Slide 22: 22
22
Slide 23: Profitability Led Business Growth
4 Profitability Led Business Growth Leveraging the learnings in creating a business model that can withstand severe challenges while enabling the Company to grow
Slide 24: Financial Sustainability - Profitability led Growth
Financial Sustainability - Profitability led Growth Operating Sales INR Lakhs EBITDA (excl. Other Income) INR Lakhs 15% 12,000 25.0% • Part of costs conscious apparel 60,761 21.3% Surpassing Pre-Covid 10,000 22.4% sector clouded by inflationary 52,967 20.0% 46,192 50,240 levels 8,000 18.0% pressure
Slide 25: Profit & Loss Statement (Q4: Y-o-Y)
Profit & Loss Statement (Q4 :Y-o-Y) Q4 – FY 21-22 Q4 – FY 20-21 Q4 – FY19-20 Particulars (INR Cr) % of Op. % of Op. % of Op. Amount Amount Amount Income Income Income Income: Revenue from Operations 168.73 99.50% 110.04 99.40% 125.37 99.00% Other Operating Revenue (Service / Rent Income) 0.84 0.50%
Slide 26: Profit & Loss Statement (12M: Y-o-Y)
Profit & Loss Statement (12M : Y-o-Y) FY 21-22 FY 20-21 FY 19-20 Particulars (INR Cr) % of Op. % of Op. % of Op. Amount Amount Amount Income Income Income Income: Revenue from Operations 605.12 99.6% 300.66 99.3% 524.88 99.10% Other Operating Revenue (Service / Rent Income) 2.49 0.40% 2.07 0.7% 4.79
Slide 27: Sales Performance
Product Wise Performance 7% 8% 11% Jeans 5% 13% 5% 19% Dominant pie of sales 5% 6% 5% 10% 9% 5% 8% 17% FY18 FY19 FY20 57% 6% FY21 52% FY22 56% 17% 61% 65% 18% 18% 19% Shirts Trousers Jeans Shirts Trousers T-Shirts Others (incl. Accessories) Product wise Sales as a % of Total Income from Sales of App
Slide 28: Addictions: Accessories Play as a Brand Extension
Addictions : Accessories Play as a Brand Extension The accessories wing of KKCL, “Addictions” offers lifestyle products such as deodorants, watches, wallets, belts and innerwear
Slide 29: Innerwear – From the House of KKCL
Innerwear – From the House of KKCL
Slide 30: Focused Growth Strategy
Focused Growth Strategy On course with sound fundamentals & well-prepared to make the best of the available opportunities, by catering to both the visible and latent needs of consumers
Slide 31: Focused Growth Strategy
Focused Growth Strategy Continuous focus to explore new product categories : With an established brand franchise in Menswear segment, KKCL intends to explore new avenues of growth with focus on new range of products in the 1 • jackets and winterwear segment. • This will also help the Company to fo
Slide 32: Thank You
Thank You Kewal Kiran Clothing Limited 460/7, I.B. Patel Road, Kewal Kiran Estate, Goregaon (East), Mumbai 400063 Contact: Bhavin Ranawat Marathon Capital Advisory Private Limited Investor Relations +91-22-4003 0610 bhavin@marathoncapital.in