Ador Welding Limited · NSE:ADOR
Ador Welding — Q2 FY2024 Earnings Presentation
12 slides from Ador Welding's earnings presentation, Nov 9, 2023
Slide 1: Investor Presentation
INVESTOR PRESENTATION 9th November 2023 Creating The Best Welding Experience 1
Slide 2: Agenda
Agenda • Business Overview • Updates • Status of Merger Creating The Best Welding Experience 2
Slide 3: Disclaimer
Disclaimer • This Investor Presentation by Ador Welding Ltd. (“Ador / the Company”) is solely for informational purposes. This presentation does not constitute an offer or invitation, directly or indirectly, to purchase or subscribe for any securities of Ador. • The information contained herein has
Slide 4: Business Overview
Business Overview Q2 Sales Q2 PBT HY1-FY’24 PBT Rs. 229 Cr. 11.4% 9.8% • Highest sales in Q2 • Expansion of 427 bps from Q2-FY’23 • Expansion of 168 bps from HY1-FY’23 • Q-o-Q increase of 23% • Best ever second quarter performance • Strong demand • Focus on innovation • Investing in future Creating
Slide 5: PBT & RoCE
PBT & RoCE 25 25 10.2 9.8 18 15 7.4 5.6 11 10 4.1 3.6 7 2.1 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 HY1 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 HY1 FY'24 FY'24 PBT Margins (%) RoCE (%) All numbers are w/o exceptional items Creating The Best Welding Experience 5
Slide 6: Working Capital & Borrowings
Working Capital & Borrowings 82 0.33 190 198 173 179 163 65 0.26 125 107 118 120 32 0.12 87 84 89 84 28 0.10 69 15 18 1 0.002 0.05 0.06 FY'19 FY'20 FY'21 FY'22 FY'23 Q1 Q2 FY'19 FY'20 FY'21 FY'22 FY'23 Q1 Q2 FY 19 FY 20 FY 21 FY 22 FY'23 Q1 Q2 FY'24 FY'24 FY'24 FY'24 FY'24 FY'24 Working Capital (Rs.
Slide 7: New Product Launch Rhino-E
New Product Launch Rhino-E First Battery Powered Welder in India Creating the best welding experience 7
Slide 8: ESSEN Trade Show
ESSEN Trade Show • Displayed latest innovations • Boost to growth in International Markets • VR section gave immersive experience of our cutting-edge manufacturing facilities to international customers Creating the best welding experience 8
Slide 9: Status of Merger
Status of Merger Updates on Amalgamation of ADFL with AWL: • The Shareholders of ADFL and AWL have approved the Scheme of Amalgamation. Creating the best welding experience 9
Slide 10: Q&A
Q&A Creating The Best Welding Experience 10
Slide 11: Guidelines
Guidelines • Due to the time constraints, we would be limiting a maximum of 2 to 3 questions per participant. Please be quick & precise with your questions • Please avoid asking questions, already answered or covered in the presentation • Anyone interested in asking questions are requested to put th
Slide 12: Ador Distributor Meet - Goa
ssador peace of mind _BETTER TOGETHER