Blue Star Limited · NSE:BLUESTARCO
Blue Star — Q4 FY2023 Earnings Presentation
11 slides from Blue Star's earnings presentation, May 5, 2023
Slide 1: Earnings Presentation – Q4FY23 & FY23
Earnings Presentation – Q4FY23 & FY23 May 5, 2023
Slide 2: Safe Harbour
Safe Harbour Certain statements in this presentation concerning our future growth prospects are forward-looking statements which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties
Slide 3: Financial Highlights – Consolidated
Financial Highlights – Consolidated Revenue (Rs cr) EBITDA (Rs cr) FY23 Highlights • Ended the year on a strong note 2624 6.8% with record revenue and profits and 2254 6.3% a robust carried forward order book Growth 16% • Consolidated Total Income exceeded Rs 8,000 cr in FY23 143 179 Q4FY22 Q4FY23 Q
Slide 4: Financial Highlights – Consolidated (contd..)
Financial Highlights -- Consolidated (contd..) PBT (Before Exceptional Items) (Rs cr) PAT (Rs cr) FY23 Highlights 160 5.6% • Concluded the sale of a larger land 140 450 parcel at Thane 5.1% 5.0% 120 100 400 o Gain of Rs 170.81 cr (Net of Tax 80 Rs 139.24 cr) 60 350 o Reported as an Exceptional 40 11
Slide 5: Balance Sheet Indicators
Balance Sheet Indicators Capital Employed (Rs cr) Cash Walk FY23 (Rs cr) FY23 Highlights 1538 1088 • Higher capital employed owing to – o Investments in capacity (231) expansion projects at existing plants and the new plant at Sri City Mar'22 Mar'23 o Additional working capital to fund Net Debt/Equi
Slide 6: Business Highlights
by4| BLUE STAR Business Highlights
Slide 7: Segment 1: Electro-Mechanical Projects and Commercial Air Conditioning Systems
Segment 1: Electro-Mechanical Projects and Commercial Air Conditioning Systems Revenue (Rs cr) Result (Rs cr) FY23 Highlights • Healthy order inflows across segments 1253 120 1140 7.9% • Strong uptick in enquiries and order 100 6.7% finalisations with: 80 Growth 60 o Government’s thrust on infrastru
Slide 8: Segment 2: Unitary Products
Segment 2: Unitary Products Revenue (Rs cr) Result (Rs Cr) FY23 Highlights 1268 • Rejigged product portfolio, Total Cost 8.4% 120 Management initiatives and benefit of scale 1037 100 enabled margin improvement 80 7.0% Growth • Built manufacturing capacities to be future 60 22% ready 40 20 72 107 0 •
Slide 9: Segment 3: Professional Electronics and Industrial Systems
Segment 3: Professional Electronics and Industrial Systems Revenue (Rs cr) Result (Rs Cr) FY23 Highlights 103 25 • With the revival of private capex cycle, 19.2% revenue grew across all lines of 20 78 businesses 15 18.5% Growth 33% 10 • Apart from MedTech products and 5 solutions, demand for the non
Slide 10: Business Outlook
Business Outlook • Ended FY23 on a high note with a healthy revenue and margin profile • Intend to build on the momentum gained in order to grow the revenue and improve profitability • Focus Areas – o Continuing to invest in enhancing R&D capabilities o Total Cost Management o Further expansion of m
Slide 11: Thank You
by4| BLUE STAR Thank You 14