Dhanuka Agritech Limited · NSE:DHANUKA
Dhanuka Agritech — Q2 FY2024 Earnings Presentation
14 slides from Dhanuka Agritech's earnings presentation, Nov 7, 2023
Slide 1: Exchange cover letter for investor presentation
Dhanuka Agritech Limited 2 | SIR ER i Ee I CE Rp is PR ra] | anu [ —— Date: 7th November, 2023 Listing Department The Department of Corporate Services- National Stock Exchange of India Limited Listing Exchange Plaza, BSE Ltd. Plot No. (/1, G. Block, Phiroze Jeejeebhoy Towers, Bandra- Kurla Complex,
Slide 2: Q2 FY2023-2024 Earnings Presentation
Dhanuka Agritech Limited (DAL) (BSE: 507717; NSE: DHANUKA) Q2 FY2023-2024 Earnings Presentation November 07, 2023
Slide 3: Table of Content
Table of Content anu Content Page No. Performance Highlights 3-7 Company Overview 8-9 Financial Overview 10 Product Launch 11
Slide 4: Q2 FY2023-24 Result Highlights
Q2 I'Y2023-24 Result Highlights anu Revenue from Operations and Gross Margin EBITDA and EBITDA Margin 40.29% 34.04% 22.91% 17.96% Q2 FY 24 Q2FY 23 Q2 FY 24 Q2FY 23 PAT and PAT Margin * Revenue from Operations: Revenues from Operations stood at Rs. 617.92 Crores mn Q2 FY2023-24 vs Rs. 542.90 Crores m
Slide 5: Vice Chairman & Managing Director's Message
Vice Chairman & Managing Director’s Message anu As per a recent report of Crisil Rating, agrochemical makers will see a 3% drop mn revenue in 2023-24 for the first time in a decade, due to falling prices globally, muted demand for exports owing to destocking by global manufacturers and the impact of
Slide 6: Q2 FY2023-24 Income Statement
Q2 FY2023-24 Income Statement anu Revenue from Operations 617.92 542.90 13.8% 1700.22 1477.78 15.1% COGS 368.95 358.08 3.0% 1115.45 939.08 18.8% Gross Profit 248.97 184.82 34.7% 584.77 538.70 8.6% Gross Profit Margin(as a % of sales 40.29%0, 34.04%0, 34.39%0 36.45%0 Employee Benefit Expenses 44.09 3
Slide 7: Q2 FY2023-24 Revenue Mix (By Geography and Segment)
Q2 FY2023-24 Revenue Mix (By Geography and Segment) anu Rs. 618 Crore Rs. 543 Crore Rs. 618 Crore Rs. 543 Crore Q2 FY 24 Q2 FY 23 Q2 FY 24 Q2FY 23 HB Insectisides Fungicides MHerbicides m Others Bm North South MM East mm West All Figures in Rs Crores
Slide 8: Innovation Turnover Index
Innovation Turnover Index anu New Molecules as a % of Total Revenue 17% 16.39% 12.75% 12% 11% 10% FY19 FY20 FY21 FY22 FY23 H1 FY24
Slide 9: Why Dhanuka Agritech?
Why Dhanuka Agritech? dhanuka o> Unique Asset Light Model & Rural FMCG Play 2) Diverse Product Portfolio Minimal investments required in fixed assets. 40 warehouses, 7,000+ distributors and 300+ registrations across Herbicides, Aim 1s to leverage strong formulation 80,000+ retailers to service the n
Slide 10: Product Segments
Product Segments dhanuka % of Revenues(Q2 FY2023-24) 31% 21% 37% 11% Aaatank 25% EC, Ad-fyre 75% WG, Apply Barrier 70% WP, Chempa 70% WDG, 50% WG, Areva 25% WG, Areva Super Cornex 53% WG, Craze, Craze-X 37% EW, Dabooch 84% WDG, D-era 71% 30% FES, Caldan 4G, Caldan 50 SP, Cover SG, Dhanutop 30% EC, D
Slide 11: Annual P&L Trend: Focus on Profitable Growth
Annual P&I. Trend: Focus on Profitable Growth anu FY 18 FY 19 FY 20 FY 21 FY22 FY23 FY 18 FY 19 FY 20 FY 21 FY22 FY23 15.2% 14.1% FY 18 FY 19 FY 20 FY 21 FY22 FY23
Slide 12: New Product Launches
New Product Launches anu TIZOM is a Herbicide for sugarcane crop having an effective control on Broad leat weeds, Narrow leaf. It 1s Herbicide combination of Halosulfuron Methyl 6% + Metribuzin 50% WG Semacia 1s a broad-spectrum Insecticide with excellent etficacy against lepidopteran insect pests o
Slide 13: Disclaimer
Disclaimer anu This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic mitiatives, and other statements relating to Dhanuka Agritech Limited (“Dhanuka Agritech” or the Company) future bu
Slide 14: Dhanuka Agritech Limited
Dhanuka Agritech Limited (CIN: L24219D1.1985PLC020126) Global Gateway Towers Near Guru Dronacharya Metro Station, MG Road, Gurgaon -122002, Haryana. Contact No: +91-124-4345000 Email: Investors@dhanuka.com