Marine Electricals (india) Limited · NSE:MARINE
Marine Electricals (india) — Investor Presentation (June 2021)
31 slides from Marine Electricals (india)'s investor presentation, Jun 9, 2021
Slide 1: NSE filing cover letter for investor presentation
- 11111 41 Marine Electricals(India) Limited ~(a B-1. Udyog Sadan-3. MIDC, Andheri (E). Mumbai-93, INDIA, Tel.: 91-22-40334300 Fax: 91-22-28364045 E-mail: info@marineelectricals.com Website : www.marineelectricals.com CIN : L31907MH2007PLC176443 (Formerly known as Marine Electricals (I) Pvt. Ltd.) 1
Slide 2: Investor Presentation June 2021
INVESTOR PRESENTATION June, 2021
Slide 3: Agenda
Agenda Overview : An Integrated Electrical Solution Provider Marine : One of the Leader in providing electrical solutions Industrial : Largest partner of Schneider in India Strong Fundamentals & focused Growth Strategies Financial Highlights Marine Electricals 2
Slide 4: Marine Electricals: Integrated Electrical & Automation Solution Provider
Marine Electricals… Integrated Electrical & Automation Solution Provider Offers entire range of Electrical Engineering Solutions of every size such as, Low & Medium Voltage, Energy Distribution, Industrial Automation, Building Management, Integrated Security, Electrical Propulsion etc. Delivers Soph
Slide 5: Strong support for clients across segments
Strong support for clients across segments Marine Segment Industrial Segment Naval Ship Data Centre Important role in achieving ‘Make in Supplier for the largest Data Centre in India’ for Navy India Supplying highly Reliable and critical Helped in achieving Higher uptime and products Safer operati/o
Slide 6: Servicing with skilled team & wide geographical reach
Servicing with skilled team & wide geographical reach +1,000 #6 # 14 Manpower Manufacturing Plants Service Centres across Coastal Including 250+ Engineers and Across Goa, Mumbai, Chennai and locations in India ensures shorter specialised team with Marine exp. UAE & Italy Service Time for Clients & &
Slide 7: Promoters with sound technical background
Promoters with sound technical background experienced & reputed board members Vinay Uchil Chairman and Executive Director Madan Pendse Nikunj Mishra • Joined in the year 1995 Independent Director Independent Director • Actively look after business development of Marine segment, • Having vast Finance
Slide 8: Supported by well experienced management team
Supported by well experienced management team Rajiv Malhotra, COO Kamal Yadav, Global Sales Suresh Nair, Globus Solutions • Joined MEL in year 2006 as GM, Marine unit before • Joined MEL in year 2018 to grow Commercial Marine • Joined MEL group in 2016 as CEO of UAE business that Served the Indian N
Slide 9: Marine
MARINE 8
Slide 10: Engineering Capabilities in Marine built over years
Engineering Capabilities in Marine built over years... 1998 2004 - 2007 2007 - 2010 2010 - 2014 Current Target • Participation in large Organic / orders by the India Navy • Opportunity to work on • Acquisition of Narhari Inorganic electrical solutions for all Engg., AEC; JV with Growth • Representat
Slide 11: Integrated Electrical Solution for all kind of ships
Offers Integrated Electrical Solution for all kind of ships Integrated Commercial and Naval Integrated Navigation Bridge Control systems Systems (Naval) Internal Communication Specialized Rectifiers & systems Navigation Convertors (Naval) Communication systems Integrated Maritime LAN Electronic char
Slide 12: Strong Track-record of Naval & Commercial Vessels
Strong Track-record of Naval & Commercial Vessels Submarine Frigates ASW Corvettes ▪ Involved in supply to Scorpène-class ▪ Working on supply orders for INS ▪ Working for orders from INS Kukri, vessels for India (Project 75) and Talwar, Tabar, Brahmaputra, Betwa and Kuthar, Kora and Kirch indigenous
Slide 13: Marine - Well placed to capture opportunities
Marine - Well placed to capture opportunities Defence Spending : On the cusp of Revival Improve shipping ecosystem infrastructure • Increasing Government Focus and Initiatives to Transform India from ‘Buyer’s • Government focus to improve shipping ecosystem to make transport by water Navy’ to ‘Build
Slide 14: Industrial
INDUSTRIAL 13
Slide 15: Industrial: Journey to Turnkey Solution Provider
Industrial : Journey to Turnkey Solution Provider LV : Own Brand Automation MEcubE3 Enhanced engineering Developed own LV capabilities to provide offering with products automation solutions Provides turnkey for: Control Centre, 2019 such as Bus Duct Automation & Correction Panel, Solutions; EMS 2004
Slide 16: Strengthening its position across verticals
Strengthening it’s position across verticals... Datacentres Industrial High rise Buildings • Achieved leadership position in Data Centres • Traditionally strong in Pharma (USFDA • Currently involved in the electrical works related requirement), Automobile; although not to LV& MV panels and Automatio
Slide 17: Exploring emerging opportunities
... & exploring emerging opportunities Indian Railways Electrical equipment and lights for RCF and Railway infrastructure Metro Rails Already bagged order from Nagpur Metro Project worth Rs 6 crs; Bidding for more cities like Mumbai metro. Electric Vehicles Charging Stations for Fast Charging Ports
Slide 18: Foray into Electric Charging Solutions
Foray into Electric Charging Solutions… Through EVIGO…. …developed Electrical Chargers across range 22kW AC Wallbox 15kW -30 kW DC Mobile 75% owned by Marine Electricals; balance by management team EVIGO to provide 360o EV charging solutions D3 AC & DC fast charger 43kW AC Wallbox Marine Electricals
Slide 19: EV Infrastructure: Huge opportunity unfolding ahead
EV Infrastructure : Huge opportunity unfolding ahead… • Rapidly developing technology in Battery Significant growth expected in • Increasing environment awareness Electrical Vehicle penetration across • Government focus and push on Electrical Vehicles through various incentives category in coming ye
Slide 20: Evigo - placed well to capture opportunity
…Evigo - placed well to capture opportunity Charging Solution for all users … … also, offering Commercial Charging Software Solution Integrated DC Charger • EVIGO offers feature- Charging station rich EV charging for Taxi software solution Wall mounted DC Charger • Manage EV charging network via OCP
Slide 21: Strengths & Growth Areas
STRENGTHS & GROWH AREAS 20
Slide 22: Uniqueness – Strengths
Uniqueness – Strengths Leadership in Marine Business ~ 50% market share in electrical segment One of the Largest Partner of Tier - I electrical supplier & in Approved List Schneider Electricals in India of Vendor with Navy, Indian and Global 50% + market share in Schneider Electrical’s Shipyards Blo
Slide 23: The path of growth
The path of growth Expanding Solution Offerings in Marine 01 • Providing IPMS for commercial ships, working on expanding it to Naval Ships • Focusing on complete installation package for Naval Ships • Targeting to receive Service Contract for Weapon Systems Geographical Expansion in Industrials 02 •
Slide 24: Financials
f\| FINANCIALS
Slide 25: Consolidated Financial Highlights
Consolidated Financial Highlights Revenue EBIT Net Profit 2,629 2,513 146 187 135.0 187 179 59.0 215 236 1,872 1,820 -69 -49 FY20 FY21 FY20 FY21 FY20 FY21 Net worth Gross Debt Gross Debt : Equity (X) 489 0.30 462 1,700 1,561 0.29 Mar 20 Mar 21 Mar 20 Mar 21 Mar 20 Mar 21 * Rs. mn Electricals Solar M
Slide 26: Consolidated Financial Highlights
Consolidated Financial Highlights Rs mn FY18 FY19 FY20 FY21 In FY 19 & 20, drop in earnings mainly due to Solar Segment registered net Loss of Rs. 59 mn & Revenue 3,689 3,998 2,629 2,513 Rs. 52 mn respectively on account of Change in Solar 736 1,300 187 179 Duty structure of Solar Panels and Rupee E
Slide 27: Strong Order Book
Strong Order Book Order Book - Rs. 4,410 mn Key Orders in FY21 o Supply of Integrated Bridge Systems with all Sub-Systems (IBS) for 7 in nos. P17A Nilgiri- class Stealth Frigates for Indian Navy from Mazagon Dock Shipbuilders Limited and Garden Reach Shipbuilders & Engineers Ltd, amounting to Rs. 1,
Slide 28: Stand-alone Profitability Highlights
Stand-alone Profitability Highlights Rs mn FY17 FY18 FY19 FY20 FY21 Revenue 2,094 2,877 3,232 2,059 1,999 In FY 19 & 20, drop in earnings mainly due to Solar Segment registered net Loss of Rs. 59 Solar 736 1,300 187 179 mn & Rs. 52 mn respectively on account of Electricals 2,094 2,140 1,933 1,872 1,
Slide 29: Stand-alone Balance Sheet Highlights
Stand-alone Balance Sheet Highlights Rs mn Mar-21 Mar-20 Rs mn Mar-21 Mar-20 Share capital 245 245 In FY20 & FY1, High receivable is mainly on account of 1) Solar Project progress 2) in Reserves & Surplus 1,093 1,011 Net block 394 460 Electrical business - Significant Revenue Networth 1,339 1,256 No
Slide 30: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Marine Eleactricals (India) Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe fo
Slide 31: Thank You
Thank You Marine Electricals Limited (NSE Symbol : MARINE) B-1, Udyog Sadan - 3, MIDC, Andheri (East), Mumbai +91 22 2834 6076 cs@marineelectricals.com www.marineelectricals.com U31907MH2007PLC176443 30
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