Jain Irrigation Systems Limited · NSE:JISLDVREQS
Jain Irrigation Systems — Q1 FY2023 Earnings Presentation
19 slides from Jain Irrigation Systems's earnings presentation, Aug 13, 2022
Slide 1: Jain Irrigation Systems Ltd.
JAG Jain Irrigation Systems Ltd. Small ideas. Big Revolutions. “Leave this world better than you found it.” Founder - Bhavarlal H. Jain (1937 - 2016) JISL/SEC/2022/08/B-2/B-6 13" August, 2022 To, To, Bombay Stock Exchange Ltd., National Stock Exchange of India Ltd., Corporate Relationship Department
Slide 2: 1Q FY22-23 Investor Communication
1Q FY22-23 INVESTOR COMMUNICATION
Slide 3: Leave this world better than you found it
“ “Leave this world better than you found it.” - Bhavarlal Jain, Founder, JISL. One man's desire to improve the lot of his fellow men, spearheaded a revolution in sustainable agriculture that has transformed the lives of millions of farmers, associates, stakeholders and the society around the world.
Slide 4: Corporate philosophy
Corporate philosophy Mission : Leave this world better than you found it Vision : Establish leadership in whatever we do at home & abroad Credo : Serve & strive through strain & stress; Do our noblest, that’s success Goal : Achieve continued growth through sustained innovation for total customer sat
Slide 5: About the Company
About the Company 1963 29 10,000 ± ₹ 71.2 BN± Established Manufacturing Associates Aggregate revenues Plants globally Globally as on 31st March, 2022 11,000+ 126 $1 BN± 8.5 MN Dealers and Countries reached through Market capitalization Farmers' lives have been distributors globally our product and S
Slide 6: Sustainable Business Model
Sustainable Business Model Conservation of resources. Enhanced productivity. Sustainable environment. Hi-tech Cost savings. Agri Inputs ■ Watershed planning ■ Drip & Sprinkler Irrigation ■ Water harvesting ■ Tissue Culture Plants Increased Product ■ Soil/water saving productivity development ■ Ferti
Slide 7: Business segments
Business segments Hi-tech Agri Input Plastic Division Agro Processing Other Division / Products Division (PVC, PE Pipes & Sheet) Division (MIS & TC) Products ■ Drip & Sprinkler Systems ■ PVC Pipes, fittings, ■ Fruit pulps, concentrates, ■ Solar Thermal Products, Precision Farming Advisory Polyethyle
Slide 8: Short & Long Term Strategy
Short & Long Term Strategy SHORT TERM LONG TERM Stable Operation & improved profitability Sustainable & impactful growth •Focus on completion of pending EPC projects •Expanding the geographic markets : Catering to North, East & Northeast region in domestic market and augment the customer base for pi
Slide 9: Management Comments
Management Comments Vice Chairman and Managing Director of the Company, Mr. Anil Jain said: “We are pleased to share with you the results of the first quarter of financial year 2022-23. There is a good growth in revenue in each Division and the consolidated revenue has crossed ₹ 20 billion, up by 14
Slide 10: 1Q– Highlights
1Q– Highlights Improved Revenue Improvement in Improved profitability Leverage Growth Working Capital Cycle During 1QFY23 EBITDA margin largely Consolidated gross debt Net Working capital Company managed to maintained despite as on Jun 30, 2022 – at ₹ cycle, on YoY basis in register around d
Slide 11: Standalone 1QFY23
Standalone 1QFY23 ₹ in million Financial Performance 1QFY23 1QFY22 Revenue 8,617 6,967 EBIDTA 1,095 1,022 PAT -55 -164 Cash PAT 319 230 Revenue by Segment Revenue Growth y-o-y EBIDTA % to revenue Hi-tech Agri Inputs 5,513 22.9% 954 17.3% Plastic 2,976 23.3% 71 2.4% Other 128 87.5% 69 54.2 Total 8,61
Slide 12: Standalone 1QFY23 Revenue Overview
Standalone 1QFY23 Revenue Overview 1% 10% 35% 64% 90% Hi-Tech Plastics Other Domestic Export 11
Slide 13: Consolidated 1QFY23
Consolidated 1QFY23 ₹ in million Financial Performance 1QFY23 1QFY22 Revenue 20,428 17,775 EBIDTA 2,693 2,638 PAT -58 134 Cash PAT 764 978 Revenue by Segment Revenue Growth y-o-y EBIDTA % to revenue Hi-tech Agri Inputs 11,800 9.3% 1,847 15.7% Plastic 4,177 21.4% 172 4.1% Agro/Food 4,325 24.2% 636 14
Slide 14: Consolidated 1QFY23 Revenue Overview
Consolidated 1QFY23 Revenue Overview 1% 21% 44% 56% 20% 58% India Rest of World Hi-Tech Plastics Agro Other 13
Slide 15: Order Book Position 1QFY23
Order Book Position 1QFY23 Standalone ₹ in million Hi-tech Agri Plastic Total Inputs ₹ 5,838 ₹ 20,278 ₹ 14,440 Consolidated Hi-tech Agri Plastic Agro/Food Total Inputs ₹ 6,086 ₹ 7,847 ₹ 34,188 ₹ 20,255 14
Slide 16: Working Capital Analysis
Working Capital Analysis Standalone Days DSO Jun 30, 2022 DSO Mar 31, 2022 DSO Jun 30, 2021 Inventory AR Net WC Inventory AR Net WC Inventory AR Net WC Hi Tech 128 289 363 136 297 365 136 384 470 Plastic 59 144 148 50 155 193 63 202 251 Corporate 108 240 294 110 251 314 118 331 411 Consolidated Days
Slide 17: Debt Position
Debt Position Standalone ₹ in billion Debt Profile 30-06-22 31-03-22 Change 30-06-21 Long Term 12.21 12.76 -0.55 7.45 Short Term 15.47 15.53 -0.06 25.94 Gross Debt 27.68 28.29 -0.61 33.38 Net Debt 26.33 26.37 -0.03 30.81 Consolidated Debt Profile 30-06-22 31-03-22 Change 30-06-21 Long Term 38.27 37.
Slide 18: Recent Updates
Recent Updates Jain Irrigation To Merge International Irrigation Business With Rivulis To Create A Global Irrigation and Climate Leader • The Group has entered into an agreement to merge its International Irrigation Business with Rivulis to create a global irrigation and climate leader. This is in l
Slide 19: Thanks
THANKS Disclaimer The information in this release has been included in good faith and is for general purposes only. It should not be relied upon for any specific purpose and no representation or warranty is given as regards to its accuracy or completeness. No information in this press release shall
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