Man Industries (india) Limited · NSE:MANINDS
Man Industries (india) — Investor Presentation (August 2018)
28 slides from Man Industries (india)'s investor presentation, August 2018
Slide 1: Investor Presentation August 2018
1 Investor Presentation August – 2018
Slide 2: Index
Index Financial Overview Company Industry Overview Overview Executive Business Summary Overview 2
Slide 3: Executive Summary
Executive Summary Overview:- • Man Group, promoted by Mansukhani family in 1970, incorporated its flagship company Man Industries (India) Ltd. in 1988. • Man Industries (India) Ltd. (MIIL) is one of the largest manufacturer and exporter of large diameter carbon steel line pipes (LSAW and HSAW). • MI
Slide 4: Index
Index Financial Overview Company Industry Overview Overview Executive Business Summary Overview 4
Slide 5: Company Profile
Company Profile Incorporated in 1988, Man Industries (India) Ltd. is a flagship company of Man Group, promoted by Mansukhani family. Industry Usage The company is one of the largest Manufacturers and Exporters of LSAW and HSAW pipes in India with a Total installed capacity of 1 million tonnes.
Slide 6: Key Management
Key Management Mr. Ramesh C. Mansukhani, The Group Executive Chairman has dedicated over 35 years of his life to the field of Manufacturing. Since the birth of Man Group he has been the core strength in its Progress. He has been the driving force behind the several new manufacturing facilities invol
Slide 7: Key Milestones
Key Milestones 1970-1999 2000-2005 2006-2012 2013-2018 • 1988- Founded and • 2001- Coating plant for PE & • 2006- Issued GDR of $35mn • 2013- First ever Indian Incorporated by CTE coating established with with listing on Dubai Stock company to get order from Mansukhani Family. Started capacity of of
Slide 8: Plant Location
Plant Location Man Industries (India) Ltd. has two plants: one plant in Anjar, Kutch District of Gujarat and other in Pithampur, Madhya Pradesh spread over a total of 150 acres. The combined manufacturing capacity of both plants is 1mn T.P.A. of LSAW and HSAW Pipes. Anjar plant is strategicall
Slide 9: Accolades & Certificates
Accolades & Certificates Star Performer Award by EEPC India for Outstanding contribution to engineering exports in three successive years 2008-2009, 2009-2010 & 2010-2011. Government recognized 2 STAR “EXPORT HOUSE” status. Recipient of GAIL Award 2010-2011. Niryat Shree Award of FIEO 2001-2
Slide 10: Key Strengths
Key Strengths • Mr. R.C. Mansukhani has more than three decades of experience in the industry. • Strongly established in International markets, as Industry Experience well as good brand reputation domestically. • Kobe Steel Ltd. Japan is into strategic relationship with the company. • Entire range o
Slide 11: Competitive Advantages
Competitive Advantages • Strategically placed • Integrated Pipe Plant to cater the demand with Coating of LSAW & HSAW line facilities. pipe segments. • Anjar, plant enhances Export competitiveness. LSAW & Coating & HSAW Strategic Pipes Location Low Lean Operational & Organization Capital Costs • 3RB
Slide 12: Strategic Alliance - Kobe Steel
Strategic Alliance - Kobe Steel In 2012, The company entered into Strategic relationship with Kobe Steel Ltd. (Japan) Kobe Steel Ltd. is a Major Japanese manufacturer of Iron and Steel. Kobe Steel Ltd. Japan focuses on outstanding Products and Technologies. They share strategic relations with
Slide 13: Index
Index Financial Overview Company Industry Overview Overview Executive Business Summary Overview 13
Slide 14: LSAW Pipes
LSAW Pipes Manufacturing Facilities :- Installed Capacity: 500,000 T.P.A The total production capacity of both plants together is 500,000 T.P.A. The LSAW Line Pipes are manufactured in Diameter ranging from 16” to 56” in strict conformance to the growing Global demand of high pressure, cross-cou
Slide 15: HSAW Pipes
HSAW Pipes Manufacturing Facilities :- Installed Capacity: 500,000 T.P.A The total production capacity of both plants together is 500,000 T.P.A. The HSAW Line Pipes are manufactured in Diameter ranging from 18” to 130” in strict conformance to the growing Global demand of high pressure, cross-co
Slide 16: Coating
Coating Manufacturing Facilities :- By the use of proven Latest Technology and Raw Materials the coating is carried out to protect pipes from corrosion(Internally/Externally ) and increase operational life. Types Of Coating :- I. Internal & External Single Layer FBE, 3 Layer PE & 3 Layer PP Coatin
Slide 17: Domestic Key Clientele
Domestic Key Clientele DOMESTIC 17
Slide 18: International Key Clientele
International Key Clientele INTERNATIONAL 18
Slide 19: Index
Index Financial Overview Company Industry Overview Overview Executive Business Summary Overview 19
Slide 20: Global Demand Triggers
Global Demand Triggers Global pipe demand from 2018-22 is expected to reach $468 billion. Middle East, West Asia, Africa, South East Asia, Australia, Latin America Future Pipeline Projects and the domestic market would be key volume drivers for Indian pipe Length Business Value manufacturers. Ge
Slide 21: Indian Demand Triggers
Indian Demand Triggers The penetration level of pipelines in oil & gas transportation is quite low at 32% in India as compared to 59% in USA and 79% globally. The low penetration of pipes in the domestic market provides a huge business opportunity. Domestic demand drivers: - Expansion of Nationa
Slide 22: Index
Index Financial Overview Company Industry Overview Overview Executive Business Summary Overview 22
Slide 23: Standalone Income Statement
Standalone Income Statement** Particulars (INR Mn) FY15 FY16 FY17 FY18 Q1-FY19 Total Income * 14,015 14,606 11,346 16,300 6,367 Expenses 12,492 12,741 10,149 14,496 5,701 EBITDA 1,523 1,865 1,197 1,804 666 EBITDA Margin 10.9% 12.8% 10.55% 11.07% 10.5% Depreciation 425 371 401 392 110 Finance Cost 45
Slide 24: Standalone Balance Sheet as per Ind-AS
Standalone Balance Sheet as per Ind-AS EQUITY & LIABILITIES (INR Mn) FY16 FY17 FY18 ASSETS (INR Mn) FY16 FY17 FY18 Shareholders’ Funds Non Current Assets Share Capital 286 286 286 Fixed Assets Reserves and Surplus 5,408 5,717 6,248 Tangible Assets 3,465 3,430 3,554 Total Shareholder's Funds 5,694 6,
Slide 25: Standalone Balance Sheet as per I-GAAP
Standalone Balance Sheet as per I - GAAP EQUITY & LIABILITIES (INR Mn) FY14 FY15 ASSETS (INR Mn) FY14 FY15 Shareholders’ Funds Non Current Assets Share Capital 286 286 Fixed Assets Reserves and Surplus 6,347 4,600 Tangible Assets 4,032 3,535 Total Shareholder's Funds 6,633 4,886 Capital Work-in-Prog
Slide 26: Standalone Quarterly Performance
Standalone Quarterly Performance Particulars (INR Mn) Q2FY17 Q3FY17 Q4FY17 Q1FY18 Q2FY18 Q3FY18 Q4FY18 Q1FY19 Total Income (INR Mn) Total Income* 2,696 2,286 3,121 3,276 3,011 5,035 4,978 6,367 7000 6,367 6000 5,035 4,978 Operating Expense 2,348 2,067 2,805 2,942 2,686 4,590 4,277 5,701 5000 4000 EB
Slide 27: Capital Market
Capital Market 130% 110% 90% 70% 50% 30% 10% -10% Jul/17 Aug/17 Sep/17 Oct/17 Oct/17 Nov/17 Dec/17 Jan/18 Feb/18 Mar/18 Apr/18 May/18 Jun/18 Man Industries Sensex Price Data (as on 8th August, 2018) INR Shareholding Pattern as on 30th June, 2018 Face Value 5.0 Market Price 123.6 Promoters 52 week Hi
Slide 28: Disclaimer
Disclaimer Man Industries (India) Ltd. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all ev
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