Sudarshan Chemical Industries Limited · NSE:SUDARSCHEM
Sudarshan Chemical Industries — Investor Presentation (August 2018)
17 slides from Sudarshan Chemical Industries's investor presentation, August 2018
Slide 1: Investor Presentation
INVESTOR PRESENTATION August 2018
Slide 2: Safe-harbor statement
Safe-harbor statement This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward looking statements. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to d
Slide 3: Contents
Contents Group overview Financial results Business outlook 3
Slide 4: Contents: Group overview
Contents Group overview Financial results Business outlook 4
Slide 5: Sudarshan at glance
Sudarshan at glance Incepted in 1952 Manufacturer of Pigments & Effect pigments Largest pigment producer in India with 35% market share 5th largest pigment producer in the world 5
Slide 6: Highlights
Highlights Growth engine - in pursuit of the vision o From a non existent to the 5th largest producer in the last 7 years o Major capacity expansion lined up over next 5 years’ under MOU signed with Government of Maharashtra for ₹ 1,000 crores investment Cutting Edge Technology o Introduced 100+
Slide 7: Highlights
Highlights Reliability and Sustainability o British Safety Council - Sword of Honor o Amongst the top suppliers in the world, which meet the stringent social compliance norms of the Cosmetic Industry Culture o Among “Top 50 Dream Companies to Work” o Certified as “Great place to Work” 7
Slide 8: Fiscal year highlights
Fiscal year highlights Consolidated Pigment global revenue at ₹ revenue at ₹ FY18 PBDIT 13.3% 16,461 mill (FY18) 13,293 mill (FY18) Continuing operations margins at consol level Entire group revenue YoY growth of 17% India CSR Award Recognitions DMAI award Socially Responsible Total CSR spend at ₹ E
Slide 9: FY17-18 Consolidated Revenue
FY18 Group Revenue Group Revenue : INR 164,616 lakhs Agro Chemical Division o Agro business was low margin and non-strategic FY17-18 Consolidated Revenue from Operations in INR Lakhs o Manufacturing business has been discontinued since Apr’18 (net of excise duty) o Business Transfer Agreement has be
Slide 10: Contents: Financial results
Contents Group overview Financial results Business outlook 10
Slide 11: Quarterly financial update
Quarterly financial update In INR lakhs For the Quarter 16.0% 14.7% 11.5% 11.1% Income from operations PBDIT growth 25% grew at 14% PBT growth 18% (net of excise duty) PBDIT as percent to Income from operations 11
Slide 12: Key ratios
Key ratios As on 31.03.2018 30.06.2018 Debt-Equity 0.81 0.46 Current ratio 1.31 1.61 EPS (basic & diluted - Annualised) 12.40 14.30 12
Slide 13: Business highlights
Business highlights 6 months ended • Raw materials continued at elevated levels and selling price increases pursued • Operational excellence projects have given cost reductions which reflect in PBDIT margin increase 13
Slide 14: Contents: Business outlook
Contents Group overview Financial results Business outlook 14
Slide 15: Business outlook
Business outlook 6 months ended Customer price increase and tighter cost control to help maintain profitability Expect stability on raw materials pricing to come in by end of Q3 Gains from divestment of masterbatch business to be deployed in capex for expansion of Pigment business 15
Slide 16: Thank You
Thank You SUDARSHAN
Slide 17: Growing together
— >, growing \ together... — e Spiritually fullfilled e Socially just e Environmentally sustainable e SUDARSHAN |
Sudarshan Chemical Industries — Investor Presentation (August 2018) on 6ix