Asi Industries Ltd. · BSE:ASIIL
Asi Industries — Investor Presentation (May 2019)
26 slides from Asi Industries's investor presentation, May 2019
Slide 1: ASI Industries Investor Presentation May 2019
ASI Industries Investor Presentation | May 2019 B S E : 5 0 2 0 1 5 | I S I N : I N E 4 4 3 A 0 1 0 3 0 | C I N : L 1 4 1 0 1 M H 1 9 4 5 P LC 2 5 6 1 2 2 © ASI Industries Limited. All Rights Reserved
Slide 2: Safe Harbour
Safe Harbour Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "
Slide 3: ASI Industries
ASI Industries Establishment in the Largest stone mining Only listed player on pre-independence era company BSE in stone mining in 1945 industry Diversifying the business Consistent Dividend and investing in No direct peer Paying Company technology up-gradation to match global standards ASI Industri
Slide 4: About Us
About Us Largest Stone Mining Company and the only Listed Player in the Industry ASI Industries | Investor Presentation | May 2019 4
Slide 5: Overview
Overview ▪ ASI Industries is the world’s largest stone mining company and the only listed player in the India ▪ The company has ~46% market share in the stone mining industry ▪ Mainly engaged in mining and processing of Kota and other natural stones ▪ Holds the largest quarries in the world spread a
Slide 6: Al Rawasi Rocks & Aggregates L.L.C
Al Rawasi Rocks & Aggregates L.L.C ▪ Al Rawasi Rocks and Aggregates L.L.C operates as a subsidiary of ASI Industries Ltd. ▪ Offers rocks and limestone quarrying and mining services which comply with the globally recognised ASTM (American Society for Testing and Materials) standards ▪ Work in close t
Slide 7: Journey
Journey Commenced its Installed and commissioned Launched Kota Stone Changed name to operations automatic marble cladding and commissioned ‘ASI Industries’ material manufacturing polishing unit at Silvassa Installed and operationalized a sand washing plant in U.A.E. 1945 1982 1994 2018 1958 1988 201
Slide 8: Board of Directors
Board of Directors Mr. Deepak Jatia Mrs. Anita Jatia Mr. Tushya Jatia Chairman & Managing Director Executive Director Executive Director Mr. Gaurang Gandhi Mr. Anshul M. Sonawala Mr. Sanjay Seksaria Independent Director Independent Director Independent Director ASI Industries | Investor Presentation
Slide 9: Key management team
Key management team Name Designation Mr. S.R. Soni Chief Executive Officer Mr. Pavan Soni Chief Financial Officer Mr. George Mathew General Manager-Import & Export Mr. Manoj Jain Company Secretary & Compliance Officer ASI Industries | Investor Presentation | May 2019 9
Slide 10: Business Overview
Business Overview Kota stone – well known industry of Rajasthan ASI Industries | Investor Presentation | May 2019 10
Slide 11: Industry Overview
Industry Overview ▪ India is the largest producer in the world in the mining industry INDIAN STONE QUARRIES MAINLY LOCATED IN ▪ According to Ministry of Mines, India has the 7th largest bauxite reserves- around 2,908.85 million tonnes in FY17 Rajasthan Madhya Pradesh ▪ Natural stone products are the
Slide 12: Process
Process Blasting Checking that material fully meets the customer specification and requirements Separating the natural layers in to different size/dimension Shifting of overburden waste to dump yard and material reach at production zone In-sita cutting of quarry Drilling holes and filling floor expl
Slide 13: Stone
Stone ▪ Engaged in the production of variety of stone products in various sizes and finishes ▪ Offers wide range of stones that can be divided into following categories: ▪ Kota Stone ▪ Kota Stone Blue ▪ Kota Stone Brown ▪ Sandstone ▪ Kandla grey sandstone ▪ Rajgreen sandstone ▪ Buff sandstone ▪ Whit
Slide 14: Kota Stone
Kota Stone ▪ Kota is situated on the banks of Chambal River in Rajasthan ▪ Various type of dimensional stones i.e. marble, granite, lime stone and Kota stone which are also inexhaustible are found in Rajasthan in huge quantities ▪ Kota stone is a fine-grained variety of limestone, which is found onl
Slide 15: Wind Power
Wind Power ▪ Installed 3.625 MW capacity wind power plant comprising of 1.125 MW capacity at Gadag District of Karnataka and 2.50 MW capacity at Satara District of Maharashtra supplying to electricity boards ▪ These plants contribute to the reduction in Carbon-Di-Oxide emissions to the extent of 400
Slide 16: Engineered Stone
Engineered Stone Commencement of Production PEERS Expected to commence commercial 50 units globally, that use this ENGINEERED STONE production in February 2020 patented technology from ▪ Invested into the Engineered Stone business Bretonstone, Italy and the ASI unit using patented Italian technology
Slide 17: What is Engineered Stone ?
What is Engineered Stone ? Engineered stone is a composite material, manufactured using quartz as the major raw material and has a striking resemblance in appearance to natural stone but more uniformity in colour and patterns as compared to natural stone FEATURES THICKNESS Durability Extremely durab
Slide 18: Engineered Stone Market
Engineered Stone Market MARKET OVERVIEW ▪ Engineered stone is the fastest growing market segment in the surface industry ▪ The global consumption of Engineered Stone increases from 226074 K Sq.m in 2013 to 359537 K Sq.m in 2017, at a CAGR of more than 12.30% ▪ In 2017, the global Engineered Stone co
Slide 19: Engineered Stone will continue to post healthy gains
Engineered Stone will continue to post healthy gains Advantages relative to natural stone such as color uniformity and a smoother, nonporous surface that is resistant to biological contaminants Its aesthetic properties and Continued market penetration DRIVEN superior durability compared in both the
Slide 20: Financial Highlights
Financial Highlights ASI Industries | Investor Presentation | May 2019 20
Slide 21: Quarterly – Key Result Highlights
Quarterly – Key Result Highlights Revenue EBITDA PAT 835 218 737 195 98 105 573 576 122 51 19 -30 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY19 Q2FY19 Q3FY19 Q4FY19 ▪ There is a cyclicality to the Kota Stone business primarily due to the onset of rains which curtails production ▪ Du
Slide 22: Q4FY19 – Key Result Highlights
Q4FY19 – Key Result Highlights Revenues EBITDA & EBITDA Margin % 217.8 835.3 152.8 26.1% 770.1 9% 19.8% 43% YoY YoY Q4FY18 Q4FY19 Q4FY18 Q4FY19 PBT & PBT Margin % PAT & PAT Margin % 154.7 105.2 63.9 90.1 19.0% 12.6% 72% 8.3% 65% 12.0% YoY YoY Q4FY18 Q4FY19 Q4FY18 Q4FY19 Consolidated - (In ₹ mn, unle
Slide 23: Annual – Key Result Highlights
Annual – Key Result Highlights Revenues EBITDA & EBITDA Margin % 3,203.4 3,158.0 597.0 553.9 2,721.8 527.2 18.9% 20.4% 16.5% FY17 FY18 FY19 FY17 FY18 FY19 PBT & PBT Margin % PAT & PAT Margin % 235.2 224.6 310.5 303.6 192.6 263.9 8.3% 11.0% 7.4% 10.0% 6.0% 8.0% FY17 FY18 FY19 FY17 FY18 FY19 Consolida
Slide 24: Corporate Social Responsibility
Corporate Social Responsibility ASI Industries | Investor Presentation | May 2019 24
Slide 25: Safety, Environment and CSR
Safety, Environment and CSR Safety in work place Concern for ecological balance ▪ Given highest priority at workplace in ▪ Wastelands and dumps in the mines the mines and during other are converted to lush pockets of manufacturing process greenery with thousand of trees and ▪ Excellent safety record
Slide 26: Contact Info
Address: Contact Info: Marathon Innova, A Wing, 7th floor, investors@asigroup.co.in Off Ganpatrao Kadam Marg, Lower Parel, Mumbai – 400 013. India ASI Industries | Investor Presentation | May 2019 26