Bharat Heavy Electricals Limited · NSE:BHEL
Bharat Heavy Electricals — Investor Presentation (November 2022)
44 slides from Bharat Heavy Electricals's investor presentation, November 2022
Slide 1: BHEL: Making in India since 1964 – An Overview
BHEL: Making in India since 1964 An Overview… Bharat Heavy Electricals Ltd. November 2022
Slide 2: Contents
1 Company Overview 2 National & International Presence 3 Products & Offerings Contents 4 Engineering Capabilities and R&D 5 Major Manufacturing Units at BHEL 6 Financial Highlights Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 2
Slide 3: Company Overview
Company Overview Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 3
Slide 4: Company Overview
Company Overview • Making in India since 1964, serving core sectors of economy • One of the largest engineering & manufacturing enterprises of its kind in India • Pan India presence: 16 Manufacturing units, 8 service centres, 150+ project sites • 194+ GW power generating capacity installed for custo
Slide 5: Evolution of BHEL (Making in India since 1964)
Evolution of BHEL (Making in India since 1964) 1964 1974-75 1976 1980-83 • BHEL was set up on 13 th • BHEL in present form • Seamless Steel Tube • Industrial Valves Plant, November, 1964 with 3 came into existence on Plant, Tiruchirappalli set Goindwal became plants: 1st January, 1974 after up opera
Slide 6: Shareholding Pattern
Shareholding Pattern as on Sept 30, 2022 Mutual funds, 3.01% # Non-Institutions, 17.56% Financial Institutions & Banks, 0.28% Insurance companies, 11.17% President of India, 63.17% Foreign holdings, 4.80% President of India Foreign holdings Insurance companies Financial Institutions & Banks Mutual f
Slide 7: Board of Directors
Board of Directors Dr. Nalin Shinghal Chairman & Managing Director Functional Directors Independent Directors Govt. Nominee Directors Shashank Priya Manish Kapoor Subodh Gupta Special Secretary & Financial Director (Finance) Advisor, Ministry of Commerce & Industry Renuka Gera Raj Kamal Bindal Vijay
Slide 8: National & International Presence
National & International Presence Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 8
Slide 9: All India presence
All India presence Corporate Office New Delhi Business Offices Manufacturing Units Service Centres 1 Bangalore Bangalore A Chandigarh Corporate R&D Hyderabad 1 2 Bhubaneswar • EDN B Kolkata 2 • EPD C Nagpur 3 Chandigarh 3 • ISG 4 Chennai D Noida 4 HEP Bhopal E Patna 5 5 Guwahati 3 7 6 Ranchi 5 IVP G
Slide 10: Global Footprints
Global Footprints • First largest turnkey project export by Indian co. – Libya (1977) – 2x120MW Tripoli (West) • ~90% of power generating capacity in Bhutan installed by BHEL • Consistent Performance – ~17,000+ MW contracted and ~11,000 MW executed • Executing Largest ever export order of 2x660 MW
Slide 11: With majority share in country's installed base and generation
With majority share in country’s installed base and generation BHEL supplied coal, gas, nuclear, diesel & hydro projects across India Share of India’s Installed Generation Capacity(1) (as on March 31, 2022) Jammu and Kashmir Total Capacity(1): 3,11,987 MW Coal Hydro Punjab Himachal Pradesh Gas and C
Slide 12: Products and Offerings
Products and Offerings Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 12
Slide 13: We serve core sectors of the economy – comprehensive portfolio
We serve core sectors of the economy – with a comprehensive portfolio of products, systems and services... Power Transmission Transportation Defence & Aerospace Execution of power projects Wide range of transmission Wide range of traction Strategic equipment for Indian from concept to systems & prod
Slide 14: We serve core sectors of the economy – comprehensive portfolio
We serve core sectors of the economy – with a comprehensive portfolio of products, systems and services... Captive Power & Process Plants Industrial Products & Systems Energy Storage Solutions Renewable Energy EPC of power plant for captive Wide Range Of Industrial Products Focus on opportunities in
Slide 15: A leader in Indian Power sector – Concept to commissioning
A leader in Indian Power sector – Concept to commissioning 1000+ generating units commissioned; 18,500+ MW Captive Power Plants commissioned THERMAL GAS BASED Major offerings: • Thermal sets up to 1000 MW ratings • Emission control equipment ESP, FGD, SCR • Gas turbines & generators 2x660 MW Maitree
Slide 16: Thermal Business - A Market Leader
Thermal Business - A Market Leader More than 50% of installed capacity & 55% of power generation comes from BHEL sets Major offerings: • EPC solutions from concept to commissioning for coal- based power projects with subcritical & supercritical technologies up to 1,000 MW rating. • State-of-the-art
Slide 17: Hydro Business
Hydro Business ~90% of hydro power generating capacity in Bhutan installed by BHEL Major offerings: • Turnkey Contract with custom-built conventional hydro turbines of Kaplan upto 100 MW, Francis and Pelton types upto 400 MW • Custom made salient pole vertical synchronous hydro generator upto 400 MW
Slide 18: Solar Business
Solar Business 1.2 GW+ total solar portfolio; One of the largest EPC player in floating solar segment in the country Major offerings: • EPC solutions from concept to commissioning of Solar PV Plants with or without BESS (Battery Energy Storage System). • Ground mounted, Roof Top, Canal top and leade
Slide 19: Nuclear Business
Nuclear Business The only company associated with all 3 stages of India’s Nuclear Power Program ; Only Indian company with design & engineering experience Major Offerings: • EPC of TG Islands • Capability for TG sets 220/ 235/ 500/ 540/ 700 MWe both on primary & secondary side • Steam Generator, Rea
Slide 20: Transmission Business
Transmission Business 7,00,000+ MVA transmission equipment supplied Supply of wide range of transmission systems & products including EHV & UHV Major offerings: • Turnkey transmission solutions • Power transformers upto 1200 kV • Instrument transformers • Control & Protection equipment World's large
Slide 21: Transportation Business
Transportation Business Majority of locomotives & EMUs of Indian Railways carry traction equipment manufactured by BHEL Major offerings: • Locos, EMU & metro coaches • Traction and propulsion equipment for Locomotives and EMUs, Semi-high speed trains & metro • Electrics for urban transportation syst
Slide 22: Defence & Aerospace Business
Defence & Aerospace Business Sole supplier of main gun on Indian Warships ; Strategic equipment supplier for Indian Defence forces for over 30 years Major offerings for Navy: • Main Guns for warships • Integrated Platform Management System • Equipment for strategic assets Major offerings for Aerospa
Slide 23: Industrial Offerings
Industrial Offerings Supplying equipment to core sector of economy Wide Range of Products: • Oil Rigs; Well Head & X-mas Tree Valves • Boiler Feed Pumps • Electrical Machines • Mechanical Packages e.g. fire heaters, heat exchangers, reactors etc. • Centrifugal Compressors, Motors, Valves, etc. Oil R
Slide 24: EV Infrastructure
EV Infrastructure Major offerings • Energy Storage System Power Conditioning System Energy Management System Complete Containerized solutions DC Charger • Electric Mobility E-vehicle charging station E-buses EV components – power train and battery packs Making in India since 1964 BHARAT
Slide 25: New Horizons
New Horizons • Coal to Chemicals • Indigenously developed Fluidized Bed Gasification Technology (Coal to Syngas) suitable for high ash Indian coals demonstrated through 168 TPD (tons per day) gasification plant at Trichy • Indigenously designed, installed and demonstrated 0.25 coal to methanol p
Slide 26: Engineering and R&D Capabilities
Engineering and R&D Capabilities Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 26
Slide 27: Engineering and R&D Capabilities
Engineering and R&D Capabilities Well equipped in system and product engineering in thermal, nuclear, hydro, oil & gas, renewables, transmission, transportation, defence & aerospace etc. Engineering & Product Level EPC/System Level Manpower Engineering Engineering • 9,000+ skilled engineers, across
Slide 28: Innovations supported by robust R&D structure
Innovations supported by robust R&D structure R&D spend - highest among Indian peers Corporate Established in 1976-77, equipped with 24 and in line with global majors R&D state-of-the-art Labs Hyderabad 5 Research 14 Centre of Institutes Consistent R&D Excellence focus 13 active Technology ~5200+ Pa
Slide 29: Major Manufacturing Units
Major Manufacturing Units Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 29
Slide 30: Manufacturing Units
Manufacturing Units Manufacturing Units Corporate Office New Delhi 1 Bangalore • EDN Corporate R&D Hyderabad 2 • EPD 3 • ISG 5 4 HEP Bhopal 7 6 5 IVP Goindwal 12 Haridwar 6 • CFFP 7 • HEEP 9 15 8 HPEP Hyderabad 10 9 FSIP Jagdishpur 4 10 TP Jhansi 11 BAP Ranipet 12 CFP Rudrapur 16 Tiruchirappalli 8 1
Slide 31: Bird's-eye view of major Manufacturing Units
Bird’s-eye view of major Manufacturing Units HEEP Haridwar CFFP Haridwar TP Jhansi HPEP Hyderabad HPBP Trichy HEP Bhopal Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 31
Slide 32: Haridwar - Heavy Electrical Equipment Plant (HEEP)
Haridwar - Heavy Electrical Equipment Plant (HEEP) • Engineering and manufacturing of supercritical turbines, auxiliaries & matching generators up to 1000 MW rating along with testing facilities. • Manufacturing of Super Rapid Gun Mount for Defence Naval ships • Heavy Duty Precision Machining and Fa
Slide 33: Haridwar – Central Forge and Foundry Plant (CFFP)
Haridwar – Central Forge and Foundry Plant (CFFP) • Manufacture and supply of castings & forgings for Power Plant Equipment in Plain Carbon Steel, Alloy Steel, Super Critical and Stainless Steel materials Forging in process Highlights: • World’s Heaviest Casting (50 MT-single pouring) with IN625 Sup
Slide 34: Jhansi - Transformer Plant (TP)
Jhansi - Transformer Plant (TP) • Centre for various types of locomotives for Railways & Industry Mainline electric loco o WAG 9H (6000 HP) o WAG7 (5000 HP) Diesel-Electric Shunting locos upto 1400 HP • Various types of transformers Power and Industrial applications - upto 400 kV Transformer m
Slide 35: Bhopal - Heavy Electrical Plant (HEP)
Bhopal - Heavy Electrical Plant (HEP) • Manufacturing and testing of transformers (765 kV and 1200 kV class) • Large Electric Motors (MW range – lift irrigation and industrial application) • Switchgear upto 33 kV range • Industrial Traction Machines • Hydro Turbines and Generators • Steam turbines u
Slide 36: Hyderabad - Heavy Power equipment Plant (HPEP)
Hyderabad - Heavy Power equipment Plant (HPEP) • Heavy Duty Gas turbines (26 – 299 MW) • Turbine & Generators for industrial applications • Large size pumps, heat exchangers, coal mills • Compressors • On-shore Oil Rig • Major test facilities for 125 Ton Vacuum Balancing Tunnel Advanced class gas
Slide 37: Vishakapatnam - Heavy Plates and Vessels Plant (HPVP)
Vishakapatnam - Heavy Plates and Vessels Plant (HPVP) • Pressure Vessels, Tower Columns , Fired heaters & reactors for Oil & Gas sector • Boilers up to 200 MW and HRSG • Centre for Aerospace Grade Compact Heat Exchangers • Cryogenic Vessels & Equipment for process industries Distillation Column Pres
Slide 38: Bengaluru – Electronics Division (EDN); Electronics System Division (ESD)
Bengaluru – Electronics Division (EDN); Electronics System Division (ESD) • Semiconductor Device manufacturing for industrial applications (Power thyristors, diodes etc.) • Digital control systems for power plants for industrial applications • State of the art facility for Li-Ion cell manufacturing
Slide 39: Trichy - High Pressure Boiler Plant, Seamless Steel Tube Plant, Power Plant Piping Unit
Trichy - High Pressure Boiler Plant, Seamless Steel Tube Plant, Power Plant Piping Unit • Steam Generators (up to 800 MW) • Nuclear Steam Generators (up to 700 MWe) • Seamless steel tubes • Valves • Piping (critical piping, pipe beds, line pipes for utility, industrial, oil exploration applications)
Slide 40: Ranipet - Boiler Auxiliaries Plant (BAP)
Ranipet - Boiler Auxiliaries Plant (BAP) • Centre for manufacture & supply of Emission control equipment (ESP, FGD) • Air Preheater • Industrial fans – primary air fan, secondary air fan, Induced draft fans, for thermal power plants • Gates and Dampers • Machining of Titanium based fuel tanks for sp
Slide 41: Financial Highlights
Financial Highlights Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 41
Slide 42: Financial Performance – Last 5 years
Financial Performance – Last 5 years Rs. Cr. (in Rs. Cr) FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 Revenue from 28,813 30,423 21,459 17,308 21,211 operations EBITDA 2,626 2,810 348 (2,765) 1,106 PAT 807 1,209 (1,473) (2,717) 410 Order book 1,18,000 1,08,680 1,08,443 1,02,090 1,02,542 Ou
Slide 43: Awards & Recognitions
Awards & Recognitions BHEL has been conferred with Business Innovation Awards 2021 BHEL received the Golden Peacock Innovative Product/ Service Award 2021 BHEL adjudged Clarivate South and South East Asia Innovation Award 2021 BHEL was conferred by the Institute of Chartered Accountants of India “IC
Slide 44: Thank You
THANK YOU Making in India since 1964 BHARAT HEAVY ELECTRICALS LTD 44
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