Ador Welding Limited · NSE:ADOR
Ador Welding — Investor Presentation (May 2024)
12 slides from Ador Welding's investor presentation, May 2, 2024
Slide 1: Investor Presentation 2nd May, 2024
INVESTOR PRESENTATION 2nd May, 2024 Creating The Best Welding Experience
Slide 2: Agenda
Agenda • Business Overview • Focus Areas • Status of Merger 2 Creating the Best Welding Experience
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 Rs. in Crs. Revenue from Operations 884 Flares & Process Equipment Division 35 Equipment and automation 777 47 172 Consumables 661 115 27 99 526 504 457 33 48 448 61 85 74 25 71 85 678 614 535 386 404 352 311 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 4 Creating the Best Welding Exp
Slide 5: Segment wise Margin
Segment wise Margin Rs. in Crs. Consumables Equipment and automation 106.7 7.8 7.7 8.0 88.8 16% 5.5 8% 7% 5% 64.4 60.6 14% 42.7 3.3 8% 16% 11% 12% 5% FY'20 FY'21 FY'22 FY'23 FY'24 FY'20 FY'21 FY'22 FY'23 FY'24 FPED 4.9 -0.9 10% -8.2 -3% -24% -20.9 -25.0 -43% -102% FY'20 FY'21 FY'22 FY'23 FY'24 5 Cre
Slide 6: PBT and RoCE
PBT and RoCE PBT Margins (%) ROCE (%) 25 24 18 10.2 9.5 15 7.4 5.6 7 2.1 FY'20 FY'21 FY'22 FY'23 FY'24 FY'20 FY'21 FY'22 FY'23 FY'24 All figures are w/o Exceptional Items 6 Creating the Best Welding Experience
Slide 7: Working Capital & Borrowings
Working Capital & Borrowings Working Capital (Rs. in Crs.) – Bar Chart Borrowing (Rs. in Crs.) Debt to Equity Ratio Working Capital (Days) - Line Chart 215 0.33 82 173 179 125 107 43 0.12 0.12 120 28 87 84 89 69 1 0.002 0.05 FY'20 FY'21 FY'22 FY'23 FY'24 FY'20 FY'21 FY'22 FY'24 FY 20 FY 21 FY 22 FY'
Slide 8: Focus Areas
Focus Areas High-end Welding Equipment Plasma Cutting Project Execution Enhancing Consumables Product Mix [Flux-cored / SS] New Geographies / Product Mix for Ador International Turnaround of Automation Division 8 Creating the Best Welding Experience
Slide 9: Status of Merger
Status of Merger • NCLT has given date on 7th May, 2024 • Merger likely to take effect in first half of current financial year 9 Creating the Best Welding Experience
Slide 10: Q&A
Q&A 10 Creating the Best Welding Experience
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: Thank You
THANK YOU Creating the Best Welding Experience