Ador Welding Limited · NSE:ADOR
Ador Welding — Investor Presentation (June 2022)
19 slides from Ador Welding's investor presentation, Jun 7, 2022
Slide 1: Exchange filing cover letter for investor meet presentation
seador peace of mind AWL/SEC/SE/2022-23/17 07% June, 2022 BSE LTD. NATIONAL STOCK EXCHANGE OF INDIA LTD. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, 15* Floor, Dalal Street, Bandra-Kurla Complex Fort, Bandra (East), Mumbai - 400 051. Mumbai - 400 023 Company Symbol; ADORWELD Company Scr
Slide 2: Investor Presentation, 7th June 2022
INVESTOR PRESENTATION 7th June 2022 Creating The Best Welding Experience 1
Slide 3: Agenda
Agenda I Ador Group Introduction I FY’22 Performance I FY’23 Focus Areas I Amalgamation of Ador Fontech Creating The Best Welding Experience 2
Slide 4: Disclaimer
Disclaimer I 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. I The information contained herein has
Slide 5: Ador Group
Ador Group 114 YEARS YOUNG INDUSTRIAL GROUP − FY 22 - Group Revenues of approx. 1100 Cr. − Welding & Cutting Products − Electronic Components for Thermal Power Plants − 1400 Employees − Projects / Flares − e-Vehicle Chargers − Traffic Solutions Ador Multiproducts Ador Fontech Flash 1908 1951 1995 Or
Slide 6: FY'22 Performance
FY’22 Performance Flares & Process Revenue from Operations Equipment (FPED) Equipment & Automation 661 27 Consumables 99 526 504 48 457 33 448 85 74 25 61 71 85 535 386 404 352 311 FY 18 FY 19 FY 20 FY 21 FY 22 Creating The Best Welding Experience 5
Slide 7: PBT & RoCE
PBT & RoCE PBT Margins (%) RoCE (%) 23 18 15 8.7 7.4 11 10 5.6 7 4.1 3.6 2.1 FY 18 FY 19 FY 20 FY 21 FY 22 FY 22 FY 18 FY 19 FY 20 FY 21 FY 22 FY 22 (w/o (w/o (with (w/o (w/o (with exceptional exceptional exceptional Exceptional Exceptional Exceptional items) items) items) Items) Items) Items) Creat
Slide 8: Working Capital & Borrowings
Working Capital & Borrowings 193 81 82 0.4 173 163 65 0.33 125 0.26 107 156 118 120 28 0.12 0.0024 87 69 1 31959 FY 18 FY 19 FY 20 FY 21 FY 22 FY 18 FY 19 FY 20 FY 21 FY 22 FY 18 FY 19 FY 20 FY 21 FY 22 Working Capital (Cr.) – Bar Chart Borrowing in Cr. Debt to Equity Ratio Working Capital (Days) -
Slide 9: FY'22 Performance: Welding Business
FY’22 Performance Welding Business Consumable Volumes Equipment Volumes 50.1 44.6 37.9 40.3 37.7 9.8 10.3 9.0 8.2 7.5 FY 18 FY 19 FY 20 FY 21 FY 22 FY 18 FY 19 FY 20 FY 21 FY 22 In thousand MT Units in thousands Creating The Best Welding Experience 8
Slide 10: FPED Overview
FPED Overview Revenue FY 23 Focus Areas 68 − Order Booking Tgt – Rs. 75 Cr. 48 50 33 30 27 − Orders in Hand – Rs. 31 Cr. 25 − Reduce Cost and Increase Profitability FY 18 FY 19 FY 20 FY 21 *FY 22 FY 22 *FY 23 • Focus is on Project Management: Rigorous cost monitoring, (tgt) (Actual) (tgt) improved r
Slide 11: FY'23 Focus Areas
FY’23 Focus Areas I Investment in Technology Upgradation – Welding Consumables I Strengthening Distribution + online Sales I Ador International I Product Mix I Strengthen ‘Made in India’ Portfolio - BIS I Upgradation of IT Systems Creating The Best Welding Experience 10
Slide 12: Some of our Valued Clients in India
Some of our Valued Clients in India Copyrights and Trademarks of the logo, taglines, images belong to the respective companies. Presence of a company logo on this slide does not indicate endorsements Company logos are shared only to indicated the customer base of AWL Creating The Best Welding Experi
Slide 13: Amalgamation of Ador Fontech Ltd.
I Amalgamation of Ador Fontech Ltd. Creating The Best Welding Experience 12
Slide 14: Business Overview
Business Overview Overlapping - (yetdistinct) Based on FY’22 numbers WELDING / CUTTING / OTHER WEAR FLARES & PROCESS ADOR CO. COMPLIMENTARY PRODUCTS EQUIPMENT WELDING 96% 0 4% FONTECH 84% 16% 0 Creating The Best Welding Experience 13
Slide 15: Value Creation
Value Creation SHARE HOLDERS Brand + Market value LOGISTICS Inventory and Logistics - Cash flow optimization Value Chain SALES AND SERVICE MANUFACTURING Broader and deeper market presence, complementary sales Optimized and service teams Production, R&D, - Better margins and Higher top Operations, li
Slide 16: Why Merge?
Why Merge? Strengths Opportunity I Brand / Brand / Brand I Customer Experience I Distribution I Distribution I Manpower I Manufacturing Synergies I Infrastructure I R&D I Financial Capability I Portfolio of Products, Services and Solutions I Partnerships/Alliances 15
Slide 17: Q&A
Q&A Creating The Best Welding Experience 16
Slide 18: Guidelines
Guidelines Strengths I 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 I Please avoid asking questions, already answered or covered in the presentation I Anyone interested in asking questions are requested
Slide 19: Thank You
THANK YOU Creating The Best Welding Experience 18