Rajratan Global Wire Limited · NSE:RAJRATAN
Rajratan Global Wire — Q2 FY2021 Earnings Presentation
20 slides from Rajratan Global Wire's earnings presentation, Oct 21, 2020
Slide 1: Investor Presentation filing letter to exchanges
www.rajratan.co.in RAJRATAN OUTPERFORM INDIA ITHAILAND RGWL/20-21l 21't october, 2020 To To BSE Limited National Stock fxchange oflndia Limited Phiroze JeejeebhoY Towcrs 'Exchange Plaza', C-1, Block G' Dalal Street Bandra Kurla Complex' Mumbai 400001 Bandra (E), Mumbai - 400 051 Code - 517522 . RAJR
Slide 2: Investor presentation Second quarter 2020-21
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21
Slide 3: Rajratan is among Asia's largest bead wire manufacturers
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Rajratan is The Company among Asia's is the only largest bead wire bead wire manufacturers manufacturer (ex-China) in Thailand 2
Slide 4: Our vision, mission and values
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Our vision, mission and values Vision Mission Values To become the leading • To manufacture and • Ethical business and most preferred supply superior quality built on mutual bead wire products at competitive trust manufacturer
Slide 5: Overview
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Overview Background Customers Locations The Company was founded The Company enjoys long- The Company has two by Mr. Sunil Chordia and term customer relationships; manufacturing facilities – his family in 1989 as >85% of the re
Slide 6: The big message: Rajratan posted its best-ever quarter in Q2 FY21
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 The big message: Rajratan posted its best-ever quarter in Q2 FY 21 Highest Highest Highest EBIDTA tonnage sold revenues margin Highest PAT 5
Slide 7: The background of the sectorial reality
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 The background of the This record performance was creditable sectorial reality because… • Sector shakeout • The Indian GDP de-grew by ~23.9% in the first quarter y-o-y, the first such contraction in more • One Indian bead wire
Slide 8: How Rajratan capitalised on the sectorial transition
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 How Rajratan capitalised How we addressed these How the ability to on the sectorial transition challenges capitalize with speed • Impressed on customers • Ongoing interactions with translated into superior its capacity to deli
Slide 9: Challenges addressed during the quarter
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Challenges addressed during the quarter There was a need to address increased Import restrictions customer demand made it difficult to (following lower access raw materials imports and partial like wire rods shutdown of compet
Slide 10: Quarterly performance
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Quarterly performance Revenue EBITDA Profit after increased by increased by tax increased by 15% 240 bps 40% over Q2 FY20 over Q2 FY20 over Q2 FY20 9
Slide 11: Quarterly performance highlights (Consolidated)
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Quarterly performance highlights (Consolidated) Rs. In lakhs Parameters Q2FY21 Q2FY20 H1FY21* H1FY20 Revenues 13902 12401 20367 25074 EBITDA 2539 1911 3386 3823 Depreciation 347 295 691 565 Interest 317 367 619 684 Profit befo
Slide 12: Analysis of the quarter's performance
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Analysis of the quarter’s performance Parameters Q2FY21 Q2FY20 H1FY21 H1FY20 EBIDTA margin (%) 18.26 15.87 16.62 15.25 Net profit margin (%) 9.74 8.04 7.46 7.78 Interest cover (x) 6.91 4.40 4.35 4.76 Earnings per share (Rs) 13
Slide 13: Highlights during the second quarter FY21
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Recorded the highest ever monthly sales in September 2020 and higher quarterly sales compared to Q2 FY20 Increased market share in India to ~50% Highlights during Enhanced capacity utilisation by the second commissioning a new
Slide 14: Our prestigious marquee customers– India
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Our prestigious marquee customers– India Many more …. 13
Slide 15: Our prestigious marquee customers– India
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Our prestigious marquee customers– India Many more …. 14
Slide 16: Our prestigious marquee customers – International
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Our prestigious marquee customers – International • Sri Lanka • Vietnam • Malaysia • Italy • Indonesia • South Korea • Czech Republic 15
Slide 17: The big message of how we are attractively placed
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 The big message of how we are attractively placed Increased Ability to Decline in demand for pass on cost competition bead wire increases Superior High terms of operating trade leverage 16
Slide 18: What investors can expect in H2 FY21
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 What investors can expect in H2 FY21 Balancing equipment Increase in output and capex of Rs. 15 crore revenues (India + Thailand) Increased Stronger cash flows competitiveness 17
Slide 19: What investors can expect over the foreseeable future
Rajratan Global Wire Limited Investor presentation Second quarter 2020-21 Credible growth plans by leading tyre majors Increased production to address growing demand Increased market share as a result of enhanced capacities and increasing offerings What investors Full capacity utilisation by FY22 (I
Slide 20: Thank you
For more details please contact: Rajratan Global Wire Ltd KAPTIFY™ Strategy & Investor Advisory | Consulting Shubham Jain, Company Secretary contact@kaptify.in Tel: +91-932 964 4071 Tel: +91-845 288 6099 http://www.kaptify.in Investor.cell@rajratan.co.in Thank you 19
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