Rajratan Global Wire Limited · NSE:RAJRATAN
Rajratan Global Wire — Q4 FY2021 Earnings Presentation
18 slides from Rajratan Global Wire's earnings presentation, Apr 24, 2021
Slide 1: Cover letter to stock exchanges
RGWL/21-22/ 24th April, 2021 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers ‘Exchange Plaza’, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai 400001 Bandra (E), Mumbai – 400 051 Scrip Code – 517522 Symbol - RAJRATAN Sub: Investor Presentation Dear Sir, W
Slide 2: Investor presentation Fourth quarter 2020-21
Outperform! Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21
Slide 3: Rajratan Global Wire at a glance
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Rajratan Global Wire at a glance The Company is The Company among Asia’s is the only largest bead wire bead wire manufacturers manufacturer (ex-China) in Thailand 2
Slide 4: Our vision, mission and values
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Our vision, mission and values Vision Mission Values To become the leading • To manufacture and • Ethical business and most preferred supply superior quality built on mutual bead wire products at competitive trust manufacturer
Slide 5: Overview
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Overview Background Customers Locations The Company was founded The Company enjoyed The Company has two by Mr. Sunil Chordia and his relationships of five years manufacturing facilities at family in 1989 under the or more with
Slide 6: Our prestigious marquee customers – India
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Our prestigious marquee customers – India Among others… 5
Slide 7: Our prestigious marquee customers – Thailand
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Our prestigious marquee customers – Thailand Among others… 6
Slide 8: Our prestigious marquee customers – International
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Our prestigious marquee customers – International Sri Lanka • Vietnam • Malaysia • Italy • Indonesia • South Korea • The Czech Republic 7
Slide 9: Sectoral environment, Q4 FY 2020-21
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Sectoral environment, Q4 FY 2020-21 India’s automobile Size of India’s sector reported automobile market 13.6% volume decline in FY21; 118 300 it grew 25.5% year- USD bn, USD bn, over-year in Q4 2021 2020 2026E 8
Slide 10: Rajratan’s operational highlights
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Rajratan’s operational highlights Rajratan (Thailand) Rajratan (India) Highest recorded its highest recorded its highest production and quarterly production quarterly sales sales on and sales in Q4 during the quarter consolida
Slide 11: Corresponding Y-O-Y growth Q4 / Sequential Q-O-Q growth Q4
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Corresponding Y-O-Y growth Q4 Sequential Q-O-Q growth Q4 Revenues increased 47% over Q4 Revenues increased 15% over Q3 FY2020 FY2021 EBITDA increased 115% over Q4 EBITDA increased 23% over Q3 FY2020 FY2021 Profit before tax in
Slide 12: Rajratan’s comparative performance
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Rajratan’s comparative performance Rs. In lakhs Parameters Q4 FY21 Q4FY20 YOY % FY21 FY20 YOY % Revenues 18365 12465 47% 54654 48021 14% EBITDA 3301 1536 115% 9374 6919 35% Depreciation 360 332 8% 1410 1209 17% Interest 384 33
Slide 13: Key ratios
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Key ratios Parameters FY21 FY20 YOY % Interest cover (x) 5.95 4.26 39% RoE (%) 23.88 19.51 437 bps RoCE (%) 22.65 18.96 369 bps Debt-equity ratio (x) 0.64 0.86 22 bps Dividend per share* (Rs.) 8.00 2.00 - *Being the 30th year
Slide 14: Major developments, Q4, FY 2020-21
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 The Company reported third consecutive quarter of highest ever Revenue, EBITDA and Net Profit The Company widened its customer base in USA, Sri Lanka & Europe The capacity expansion plan in Major Thailand is taken up from 34,8
Slide 15: Principal challenges and risk mitigation initiatives, Q4
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Principal challenges and risk mitigation initiatives, Q4 Production capacity Mitigation: The Company debottlenecked processes to increase production in its Indian and Thailand plants. Cost of debt Mitigation: Inspite of an inc
Slide 16: The medium-term sectorial overview
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 The medium-term sectorial overview Rapid growth India expected to Production Linked projected from the emerge as the Incentives (PLI) to EV segment world’s third largest strengthen (estimated annual passenger vehicle prospects
Slide 17: Rajratan’s strategy to capitalize
Rajratan Global Wire Limited Investor presentation Fourth quarter 2020-21 Rajratan’s strategy to capitalize Capacity Market share Productivity Increase monthly Rajratan (Thailand) Digitalise the entire production capacity in market share expected management control Thailand from 2900 to increase fro
Slide 18: Thank you
For more details please contact: Rajratan Global Wire Ltd KAPTIFY® Shubham Jain, Strategy & Investor Advisory | Consulting Company Secretary contact@kaptify.in investor.cell@rajratan.co.in Tel: +91-845 288 6099 https://www.rajratan.co.in https://www.kaptify.in Thank you 17
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