Mukand Limited · NSE:MUKANDLTD
Mukand — Investor Presentation (July 2021)
13 slides from Mukand's investor presentation, Jul 3, 2021
Slide 1: Intimation to stock exchanges: Investors Meet Presentation
Date: 3/07/2021 1. Department of Corporate Services 2. Listing Department BSE Ltd., National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Dalal Street, Exchange Plaza, Plot no. C/1, G Block, Mumbai – 400 001. Bandra-Kurla Complex Bandra (E), Mumbai – 400051. ISINCODE:INE304A01026 ISINCODE
Slide 2: Investor Meet July 02, 2021
Investor Meet July 02, 2021 Mukand Ltd.
Slide 3: Mukand's Steel Business
Mukand’s Steel Business STEEL FLAT PRODUCTS (HR Plates & Coils, CR Sheets LONG PROUDUCTS & Coils) MILD STEEL, HIGH CARBON SPECIAL & ALLOY STEEL STEEL,CONSTRUCTION STEEL (Wire Rods, Bars & Rounds, (Wire Rods, Bars & Rounds, Bright Bars, Wires) Angles & Channels, Rails, Beams) STAINLESS STEEL ALLOY ST
Slide 4: Business
Business v Steel Manufacturing 1. Alloy Steel ultimately feeding into the auto component and engineering industries 2. Stainless Steel mainly feeds into the oil and gas, petrochemicals, healthcare, food, architecture, building and construction industries v Industrial Machinery Manufacturing Design &
Slide 5: Financials
Financials Rs. In Crore 4000 3000 2000 1000 0 -1000 Total Revenue PBT Steel Revenue Debt 2019-20 2020-21 TOTAL REVENUE PBT STEEL REVENUE DEBT FY 2019-20 2,870.61 cr (254.60) cr 2,713.96 cr 3,106.06 cr (as on June 30,2020) FY 2020-21 3,347.38 cr 87.79 cr 3,281.87 cr 1,548.45 cr (as on June 30,2021) J
Slide 6: Positive Financial Developments since Sept 2020
Positive Financial Developments since Sept 2020 v Sale of 51% equity in MSSSL to Jamnalal Sons Private Ltd : Rs 1,213.14 Crore v Transfer of 55 acres of Leasehold land: Rs. 801.55 Crore including taxes v MOU for Sale of 47 acres of Freehold land : Rs 752.11 Crore v Substantial Revision in Term Loan
Slide 7: Quality and Product Leadership Over The Years
Quality and Product Leadership Over The Years v Mukand’s leadership as a superior quality steel producer has been established over the years v The emphasis has been on product development as per customer requirements v 1st steel company to receive approvals to supply steel when Maruti was launched i
Slide 8: Steel Production (MT)
Steel Production (MT) Year Stainless Steel Spl & Alloy Steel Total Steel Production 2018-19 1,04,709 3,55,682 4,60,391 2019-20 1,00,487 2,44,439 3,44,926 2020-21 89,774 2,62,947 3,52,721 2021-22 Projection 1,50,000 3,50,000 5,00,000 2022-23 Projection 1,50,000 4,00,000 5,50,000 Metric Tonnes 600000
Slide 9: Share of Business for Special and Alloy Steel
Share of Business for Special and Alloy Steel 3% 10% 9% Auto components 64% Fasteners 14% 14% Bearings 10% Exports 9% Bright Bars 3% 64% July 02,2021 8
Slide 10: Composition of Stainless Steel Sales
Composition of Stainless Steel Sales Indirect Exports 60% v Stainless Steel has replaced carbon steel in many applications as it gives “lower life cycle costing” Direct Exports 20% because of its non- corrosive and heat resistant Domestic Sales 20% properties v Global demand for Stainless Steel is c
Slide 11: Business Environment – Current and Immediate Future
Business Environment – Current and Immediate Future v Internationally the demand for Mukand’s steel is projected to rule firm v Domestic sales of 2W and Passenger Vehicles in Oct’20 have recorded double digit growth of 16.6% and 19.8%, respectively on y-o-y basis v Major auto OEMs like Maruti, Hyund
Slide 12: Exciting Future
Exciting Future vImprove profitability through - Further continuous Reduction in Debt and Finance Costs - Enriching product mix with higher focus on product development - Thrust on Import Substitution v Expand product mix to cater to needs arising from windmills, oil & gas sector, engineering sector
Slide 13: Thank You
July 02,2021 (PAN MUKAND Infinite resolve