Godawari Power & Ispat Ltd. · NSE:GPIL
Godawari Power & Ispat — Merger or Acquisition (December 2024)
15 slides from Godawari Power & Ispat's merger presentation, Dec 7, 2024
Slide 1: Exchange cover letter on investor presentation
Regd. Office & Works: Plot No. 428/2, Phase I, Industrial Area, Siltara, Raipur – 493111, Chhattisgarh Corporate Office: Hira Arcade, Near Bus Stand, Pandri, Raipur - 492004, Chhattisgarh Web Site: www.godawaripowerispat.com, Email Id: yarra.rao@hiragroup.com CIN: L27106CT1999PLC013756 Contact No.:
Slide 2: Acquisition of Jammu Pigments Limited
Acquisition of Jammu Pigments Limited (Pioneer in Non - Ferrous metal Recycling, Refining & Transforming waste to wealth) Company Update – Investor Presentation December 2024
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Godawari Power and Ispat Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, a
Slide 4: GPIL to acquire 51% stake in Jammu Pigment
GPIL to acquire 51% stake in Jammu Pigment Enters non-ferrous space with this acquisition of recycling business Godawari Power & Ispat Limited (GPIL) has entered into a Waste, a by product in the production process, to be disposed or discarded, has definitive agreement to acquire upto 51% Stake in J
Slide 5: The Transaction Structure
The Transaction Structure GPIL enters non-ferrous space with this acquisition of recycling business GPIL has signed definitive agreement to acquire 51% stake on fully diluted basis in Jammu Pigments Limited, a non-ferrous metals recycling company and its subsidiaries, having multiple plants spread a
Slide 6: Acquisition Rationale
Acquisition Rationale The company believes that India is a net Importer of Table 1: Imports in USD Millions green & sustainable non non-ferrous metals like Lead, ferrous metals is the future, Zinc, Copper, Cobalt etc Metal FY23 FY22 which will give a boost to the (Refer Table 1) recycling of non-fer
Slide 7: Jammu Pigment - Business Model
Jammu Pigment - Business Model Raw Material Recycling & Refining Processes Manufacturing Output Inputs Lead (Alloy, Billets, Oxide, Antimony Alloy, Tin Alloy, etc.) Non Ferrous Hazardous Hydro metallurgy Pyro metallurgy Waste & Intermediaries (aqueous solutions) (high temperature) Used Lead Acid Res
Slide 8: Legal Structure
Legal Structure JAMMU PIGMENTS LIMITED Pre-acquisition Legal structure Subsidiaries Associates Partnership firms Proprietorship Firm Mittal Pigments Pvt 6.33% 4.80% Limited (63.58%) Chem Color India Chambal Alums Pvt Asha Devi Ramesh Kumar Ramesh Kumar Ltd (8.80%) 8.80% Ltd (19.19%) Rama Metals Unif
Slide 9: Jammu Pigment - USP
Jammu Pigment - USP Flexible and Integrated Business Model Diversified revenue stream Varied raw material sourcing – multiple industry wastes and Manufacturing of lead along with other metals, like copper, zinc & scraps being sourced from across the world cadmium Own transportation fleet over
Slide 10: JPL – Expansion Plans
JPL – Expansion Plans Capacity Addition Total Capex Metal Product Existing Capacity Capacity after expansion (Rs. Cr.) (Upto FY27) Lead (Alloy, Oxide, compounds) 126,198 50,950 177,148 Zinc (Oxide, Sulphate & compounds) with electrolysis planned under 29,431 10,047 39,478 expansion 200 Copper (Catho
Slide 11: JPL Historical Financial Data – Income Statement (Consolidated)
JPL Historical Financial Data – Income Statement (Consolidated) Particulars (in Rs. Crores) FY20 FY21 FY22 FY23 FY24 Net Sales 904 565 826 1,013 1,174 Total Expenses 877 536 790 964 1,100 Other Income 3 3 2 3 1 EBIDTA 29 32 38 52 75 EBIDTA Margin (%) 3% 6% 5% 5% 6% Depreciation 5 5 7 8 8 Finance Cos
Slide 12: JPL Historical Financial Data – Balance Sheet (Consolidated)
JPL Historical Financial Data – Balance Sheet (Consolidated) Particulars (in Rs. Crore) FY20 FY21 FY22 FY23 FY24 Particulars (in Rs. Crore) FY20 FY21 FY22 FY23 FY24 ASSETS EQUITY AND LIABILITIES Non Current assets EQUITY (a) Property, Plant and Equipment 55.82 57.43 56.79 57.56 68.72 (a) Equity Shar
Slide 13: Financial Highlights
Financial Highlights** 72 Revenue* (Rs. crs) EBITDA* (Rs. crs) 46% 1,174 58% 1,013 46 904 826 16% 23% 34 20% 34% 565 27 25 25% 13% 10% 5% 6% 5% 4% 3% -38% FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 Revenue Revenue Growth % EBITDA EBITDA Margin EBITDA Growth % Segment Revenue* (Rs. crs) PAT* (
Slide 14: Ratios
Ratios Capital Employed & Return Ratios Working Capital* Debt to Equity Ratios* 22.1% 65.8 70.3 4.73 17.6% 66.2 53.7 4.62 4.12 11.0% 12.7% 3.44 11.6% 10% 36.9 7.9% 8.7% 7.1% 7.1% 1.37 1.50 1.49 1.48 1.10 173 198 248 295 290 0.76 91 109 150 183 173 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FY
Slide 15: Thank You
Thank You Investor Relations Contact: Sana Kapoor Go India Advisors sana@GoIndiaAdvisors.com M:+91 81465 50469 Company Contact: Sanjay Bothra Chief Financial Officer (CFO) sanjay.bothra@hiragroup.com Godawari Power and Ispat Ltd. YC Rao Company Secretary Yarra.rao@hiragroup.com Godawari Power and Is
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