Pennar Industries Limited · NSE:PENIND
Pennar Industries — Q1 FY2021 Earnings Presentation
17 slides from Pennar Industries's earnings presentation, Aug 13, 2020
Slide 1: Q1 FY21 Result Presentation
PENNAR INDUSTRIES LIMITED Q1 FY21 RESULT PRESENTATION August 2020
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by Pennar Industries Limited (“Pennar” or the “Company”) solely for information purposes and do not constitute an offer to sell or, recommendation or solicitation of an offer to subscribe for or purchase
Slide 3: Discussion Summary
Discussion Summary ❖ Q1 FY21 Highlights ❖ Results Update ❖ Company Overview
Slide 4: Q1 FY21 Highlights
Q1 FY21 Highlights • Consequent to the outbreak of the COVID-19 pandemic and the lockdown/curfew introduced by the Central and State Governments, the operations in the Company’s Manufacturing facilities along with corporate offices and retail operations were fully shut down or were disrupted from 23
Slide 5: Q1 FY21 Highlights
Q1 FY21 Highlights ➢ Effective Cost Control • The Company has embarked upon a Company-wide initiative to bring down costs and conserve cash. • We have undertaken cost (payroll, & marketing and other overheads) reduction and rationalization measures including deferral of avoidable operating cost. ➢ O
Slide 6: COVID19 – Proactive Measures
COVID19 – Proactive Measures ➢ The company has taken several proactive measures to safeguard the health of all our workers at the factory premises. ➢ Measures include providing masks, hand sanitizers, disinfectants and conducting regular temperature checks for workers and essential visitors at all o
Slide 7: Discussion Summary
Discussion Summary ❖ Q1 FY21 Highlights ❖ Results Update ❖ Company Overview
Slide 8: Q1 FY21: Consolidated Profit & Loss Statement
Q1 FY21: Consolidated Profit & Loss Statement Particulars (Rs. in Mn) Q1 FY21 Q1 FY20 FY20 FY19 Revenue From Operations (Net of Taxes) 1,662 5,378 21,066 21,331 Other Income 28 35 203 267 Total Income 1,690 5,414 21,268 21,599 COGS 1,011 3,164 12,579 13,155 Gross Profit 679 2,249 8,690 8,443 Gross M
Slide 9: Key Business Updates
Key Business Updates Current Order book position as on 1st August,2020 • Robust order book position o PEBS Division - Rs 5,130 Mn o Water Treatment solution - Rs 570 Mn o Railways division – Rs 1,920 Mn 9
Slide 10: Discussion Summary
Discussion Summary ❖ COVID19: Business Impact ❖ Results Update ❖ Company Overview
Slide 11: Diversified Engineering Company With End-To-End Capabilities
Diversified Engineering Company With End-To-End Capabilities Wide Spectrum of Engineered Products & Customised Turnkey Engineering Solutions Across Diverse Industries Strong Pedigree 35+ 1,500+ 1,000+ 8 2,500+ & Engineering Years of Engineered Customers Across Manufacturing Employee Excellence Exper
Slide 12: Strong Track Record: Consistent Growth & Improving Profitability
Strong Track Record: Consistent Growth & Improving Profitability FY14-16 Figures are as per the I-GAAP, FY17-19 Figures are as per IND-AS In Rs Mn Total Revenues EBITDA & EBITDA Margin PAT Before MI & PAT Margin CAGR: 14.9% CAGR: 9.3% CAGR: 12% 4.4% 5.0% 21,599 11.6% 11.2% 12.2% 3.8% 3.1% 21,268 2.5
Slide 13: Robust Manufacturing Facilities & Pan India Sales Network
Robust Manufacturing Facilities & Pan India Sales Network Location Products Sales Network Presence Manufacturing Plants Patancheru, Press Components, Profiles, ESP / Building Products, Sheet Piles / Andhra Pradesh Solar, Railway Components, CRSS, Fabrication Chennai, Coaches, Auto Profiles, Componen
Slide 14: Board of Directors
Board of Directors Nrupender Rao Aditya N. Rao P. V. Rao K Lavanya Kumar Executive Chairman Vice Chairman, Joint Managing Executive Director Managing Director Director Name Designation Description • President and CEO of Pennar Global, Inc. Eric James Brown Non-Executive Director • 30+ years of exper
Slide 15: Experienced Leadership Team
Experienced Leadership Team Dayasagar Rao Y Narasimha Rao M. Bhoopal Reddy Shiva Kumar K K. Chakravarthy Business Head, Business Head, Business Head, Business Head, Business head, railways Steel Products Tubes Industrial Components Enviro 15
Slide 16: Shareholding Structure
Shareholding Structure Shareholding Pattern – As on 30th June 2020 Key Shareholders – As on 30th June 2020 FPI Saif India IV FI Holdings Limited 8.5% 37.76% Mutual Fund 45.14% Franklin India Smaller Companies Fund 6.1% 17.10% Promoters Institutions Public Source: BSE 16
Slide 17: Thank You
Thanking You Thank You Manasi Bodas / Mehul Mehta Sunil Kuram IR Consultant Vice President Contact No: 9821043510 / 9820280325 Email ID: sunil.kuram@pennarindia.com Email ID: pennar@dickensonworld.com