Pennar Industries Limited · NSE:PENIND
Pennar Industries — Q2 FY2022 Earnings Presentation
16 slides from Pennar Industries's earnings presentation, November 2021
Slide 1: Pennar Industries Limited Q2 Investor Presentation November 2021
PENNAR INDUSTRIES LIMITED Q2 INVESTOR PRESENTATION NOVEMBER 2021
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by Pennar Industries Limited (“Pennar” or the “Company”) solely for information purposes and do not constitute an offer to sell or, recommendation or solicitation of an offer to subscribe for or purchase
Slide 3: Discussion Summary
Discussion Summary Results Update Covid Update Diversified Engineering Company With End-To-End Capabilities Segmental Revenue Q2FY22 Business Highlights segment wise Order Book Financial Highlights Robust Manufacturing Facilities & Strong Sales Network Shareholding Structure
Slide 4: Results Update
Results Update Particulars (Rs. in Mn) Q2 FY22 Q2 FY21 YoY% H1 FY22 H1 FY21 YoY% Revenue From Operations (Net of Taxes) 5,517 3,904 41.3% 10,400 5,566 86.8% Other Income 30 23 34.7% 56 50 11.0% Total Income 5,547 3,927 41.3% 10,456 5,616 86.2% COGS 3,494 2,304 51.6% 6,512 3,315 96.4% Gross Profit 2,
Slide 5: Covid Update
Covid Update • The company has opened all its manufacturing units, offices across India. • All the covid protocols are followed to ensure safety of our employees, customers, vendors and all other stakeholders. • As an organization we are 95%+ fully vaccinated • We aim to achieve 100% of our employee
Slide 6: Diversified Engineering Company With End-To-End Capabilities
Engineering Products Diversified Engineering Company • Wide range of customised engineering products catering With End-To-End Capabilities to diverse sectors • Strong designing & manufacturing capabilities Wide Spectrum of Engineered Products & Customised Engineering Projects Turnkey Engineering Sol
Slide 7: Diversified Engineering Company With End-To-End Capabilities
Diversified Engineering Company With End-To-End Capabilities Wide Spectrum of Engineered Products & Customised Turnkey Engineering Solutions Across Diverse Industries Strong Pedigree & 36+ 1,500+ 1,000+ 7 2,500+ Engineering Years of Engineered Customers Across Manufacturing Employee Excellence exper
Slide 8: Segmental Revenue
Segmental Revenue FY 2020 FY 2021 HY 2022 Services Services 40, 2% 35, 1% Services Projects 18, 2% 681, Projects Project 38% 870, s 337, 36% 31% Product Produc s 1535, ts 735, 63% Product 67% s 1091, 60% Products Projects Services Products Projects Services Products Projects Services
Slide 9: Products Q2-FY22 Highlights
Products Q2-FY22 Highlights • The revenue for the half year under the Products has increased Industrial Components from Rs.421.30 Crs to RS.599.96 Crs up by 42% Hydraulics Solar Panels • The company is in the final stage of setting up Body in white Aerospace Machined manufacturing plant in C
Slide 10: Projects Q2-FY22 Highlights
Projects Q2-FY22 Highlights Projects include • The revenue for projects increased from Rs.258.58Crs in Pre Engineered Buildings HY21 to 423.18Crs in HY22 up by 64% • Step down subsidiary Ascent Building, USA has started its Water Treatment commercial production and became profitable. Solar Str
Slide 11: Engineering Services Q2-FY22 Highlights
Engineering Services Q2-FY22 Highlights Structural Engineering • The revenue for Services decreased from Rs.19.50Crs in Services HY21 to 16.89Crs in HY22 down by 13% BIM( Building Information • We have added 5 new customers in this division Modelling) • We added few customers from Norway & Italy,
Slide 12: Order Book
Order Book • Current order book position:- Order Book o Major PEBS Division order 1300 received from Lodha group, Matrix structures, Indo space. 350 o Major Enviro Division order 3650 received from Ambuja o Major Railways Division order PEBS Enviro Railways received from ICF & MCF
Slide 13: Financial Highlights
Financial Highlights In Rs Mn FY15-16 Figures are as per the I-GAAP, FY17-21 Figures are as per IND-AS EBITDA & EBITDA Margin PAT Before MI & PAT Margin Total Revenues 12.2% 11.5% 11.2% 5.0% 21599 21,268 4.4% 18143 9.3% 8.9% 3.8% 15496 15,440 7.2% 13101 3.1% 2218 905 1999 1,894 2.5% 1742 1513 667 58
Slide 14: Robust Manufacturing Facilities & Strong Sales Network
Robust Manufacturing Facilities & Strong Sales Network Location Products Sales Network Presence Manufacturing Plants Patancheru, Press Components, Profiles, ESP / Building Products, Sheet Piles / Andhra Pradesh Solar, Railway Components, CRSS, Fabrication Chennai, Coaches, Auto Profiles, Components
Slide 15: Shareholding Structure
Shareholding Structure Shareholding Pattern – As on 30th Sept 2021 37.69% 62.14% 0.17% PROMOTERS INSTITUTIONS PUBLIC Source: BSE
Slide 16: Thanking You
Thanking You PENNAR INDUSTRIES LIMITED 3rd Floor, DHFLVC Silicon Towers, Kondapur, Hyderabad, Telangana, India. T: +91 40 4006 1621/22/23/24 | F: +91 40 4006 1618, —: contact@pennarindia.com