Isgec Heavy Engineering Ltd. · NSE:ISGEC
Isgec Heavy Engineering — Spark Monsoon Conference 2018
41 slides from Isgec Heavy Engineering's conference presentation, Aug 11, 2018
Slide 1: Intimation of Schedule of Institutional Investor Meet
isSGEC ISGEC HEAVY ENGINEERING LTD. = A-4, Sector-24, Noida - 201 301 (U.P) India (GST No.: O9AAACT5540K2Z4) Tel.: +91-120-4085000 Fax: +91-120-4085100 www.isgec.com Uploaded on BSE Listing Centre Website: http://listing.bseindia.com Ho/ August 11, 2018 Bombay Stock Exchange Ltd Department of Corpor
Slide 2: Investor meeting schedule, 13-Aug-18
ISGEC Total Interactions 61 IGSEC Total meetings 6 Meeting Room 0 Date Trident, Bandra Kurla, Mumbai. Venue: 13-Aug-18 Lunch from 12 - 3:30 PM @ Orloff & Cullinan, Level 2 Start End Name Fund M5 9:00 AM 9:50 AM Amit Nigam Invesco MF & PMS M4 9:00 AM 9:50 AM Gaurav Lohiya Elara Capital M3 9:00 AM 9:5
Slide 3: Investors Meet
_——__ ISGEC SS ISGEC HEAVY ENGINEERING LTD. [ Investors Meet
Slide 4: Products
Products EPC Presses Projects Iron & Process Steel Equipment Engineering Sugar Castings Industrial Plants & Manufacturing Boilers & Projects Distilleries Built-to- Air Print Boilers Pollution Equipment Control Solutions 2
Slide 5: Chronicle
Chronicle JV with HITZ, Japan New Mfg Unit Set up at JVs with Bawal AmecFW 1st Patent for USA. Containers Titan, USA, from USA. Redecam, Italy Mechanical Rattangarh Presses Plant for Traveling piping Grate, Horton Sphere, New Mfg Unit Castings Set up at Dahej Isgec John 1st. Patent of Thompson Conta
Slide 6: Associate Companies
Associate Companies • JV with Amec Foster Wheeler ( Now Sumitomo SHI FW Energia, Oy) for Isgec Amec Foster Wheeler engineering of their CFB Boiler Projects overseas. • JV with Hitachi Zosen Corporation, Isgec Hitachi Zosen Limited Japan for manufacturing critical process equipment. Isgec Titan Metal
Slide 7: Evolution
Evolution From Fabrication Led Technology Led Total Solution From Equipment Manufacturer Provider From Domestic Global 5
Slide 8: Our Business Strategy
Our Business Strategy Growth Profitability Futuristic 6
Slide 9: Diversified Portfolio
Our Business Strategy Growth Power Fertilizer Refinery Steel Sugar Cement Automobile Air Pollution Control Petrochemicals • Mix of Manufacturing & EPC Business. Diversified • Mix of Domestic & Export revenues. Portfolio • Wide Spectrum of User Segment. 7
Slide 10: Improving Profitability
Our Business Strategy Profitability • Enhancing Operational Efficiency. • Process Improvements. Improving • Adopting IT Enabled Solutions. Profitability • Using Niche Technologies. • Value Engineering • Design to Cost 8
Slide 11: Constant Forays in to Futuristic Business Lines
Our Business Strategy Futuristic • ISGEC REACH 4.0 ( Industry 4.0) • CFB Boilers Constant Forays • Hot Stamping & Servo Presses. in to Futuristic • Air Pollution Control Solutions. Business Lines • Exotic Metal Fabrication 9
Slide 12: Intrinsic Strengths
Intrinsic Strengths Balanced Approach- Growth & Consolidation Sound Knowledge Base Nurturing Human Capital Reliability – Project Execution Stability – Ability to Survive Down cycles Presence in Multiple Core Sectors- Spreading Risk 10
Slide 13: Drivers of Growth
Projected Sector Performance Refining Capacity in MMTPA Petrochemical Demand in MMTPA 800 100 600 80 60 400 40 200 20 0 0 2018 2025 2030 2035 2040 2015-16 2017-18 2029-30 • Fuel Consumption growth @ 7-8% p.a Drivers of • 25% Export Capacity as a Policy. • Petrochem consumption growth @10% p.a Growth
Slide 14: Drivers of Growth
Projected Sector Performance Cement Production Capacity in MMTPA 600 500 400 300 200 100 0 2018 2025 • Investment in Infrastructure- Railways, Ports, Roads, Urban Infrastructure. Drivers of • India requires 52L crores investment in infrastructure by 2022. Growth 6L crores allocated in current budget
Slide 15: Drivers of Growth
Projected Sector Performance Steel Production Capacity in MMTPA 350 300 250 200 150 100 50 0 1991-92 2015-16 2030-31 • Projected Infrastructure Spend. • Current consumption growth rate 5.6% . Likely to increase. Drivers of • Govt.’s Steel Policy to increase usage of steel by substitution in bridges,
Slide 16: Opportunity in Thermal Power
Projected Sector Performance • Sox Reduction Units Opportunity in Existing Power Plants- 42,000 Opportunity crores in Thermal • New Thermal Power Capacity Power Planned approximately 25000 MW in 4-5 years 14
Slide 17: Leadership Position in Most Business Lines
Competition Leadership Position in Most Business Lines • Market Leaders in Hydraulic & Mechanical Presses. Sugar Plants CFB Boilers Traveling Grate Boilers Liquefiable Gas Containers • Among Top two in Process Equipment. Slop Fired Boilers Oil & Gas Boilers Bubbling Bed Boilers M
Slide 18: Doing Business Responsibly
Doing Business Responsibly Business Strategy Corporate Environmental Social Health Responsibility 16
Slide 19: Environmental Health: Waste Disposal, Green Cover
Environmental Health • Roof top Solar Power Green Energy- • LEDs. Reduction in • Gas Fired Furnaces Carbon Footprints instead of Fuel Oil • ETP- 100% effluents Waste Disposal treated before discharge. • E-Waste Disposal Policy. • Maintaining Green Cover Green Cover in our Establishments 17
Slide 20: Social Responsibility
Social Responsibility Renovation of toilets at MCD DDA Slum School. Renovation at Govt. Girls School. Govt. Sr. Secondary Girls School completely renovated & all basic amenities provided. 18
Slide 21: Our Products
Our Products 19
Slide 22: Hydraulic & Mechanical Presses
Hydraulic & Mechanical Presses Wood Defence Working Nuclear Shipyard Aero Railways Agriculture Automobile Presence in 25 Countries 20
Slide 23: Registered Trade Mark
Registered Trade Mark se te ISGEC Remote z= _,_.Remote Modi Module (Remote EnabledAccess & Cloud Hub) €Z, © loT Router --> t 1 Embedded u pqs tmbedded U in the Press in the Presses person Shopfloor Customer 2
Slide 24: Process Equipment
Process Equipment Isgec Hitachi Zosen Ltd. Dahej (Port) Works Petrochemical Column – 105 m long Ammonia Converter (multi-wall/830 MT) Coke Drum (9.2m dia/475 MT) Hydro Processing Reactor 22
Slide 25: Process Equipment
Process Equipment Isgec Titan Metal Fabricators Titanium Tube Bundles for Refinery KBR’s proprietary equipment Metallurgy Titanium • Tantalum • Hastalloy • Niobium • Zirconium • Nickel Falling Film Evaporator Tantalum Heat Exchangers 23 23
Slide 26: Liquefiable Gas Containers
Liquefiable Gas Containers BS1500- Convex to Pressure BS/ASME- Concave to Pressure ASME- Convex to Pressure/Chimed Ends World’s largest fabricator of liquefied chlorine transport containers Presence production capacity of around 9000 nos. per annum in 60 Countries Refrigerant Gas Container for Conca
Slide 27: Boiler Pressure Parts
Boiler Pressure Parts 25
Slide 28: Castings
Castings Steel Castings: Steel & Iron BHEL, IP Inner Casing GX12CrMoVNbN91, 40T Pelton Turbine Runner Valve Body Casting Valve Body Casting CI Carbonation Towers Outer Casing, Wt. 15T, G17CrMoV510 26
Slide 29: Built-to-Print Equipment
Built–to Print Equipment Cement Grinding Mill Stand Coal Pulverizers Fabricated & Machined Diesel Engine Block for Railways 27
Slide 30: Boilers
Boilers - Over 800 Boiler Projects Applications Fuel • Power Generation Presence in • Oil • Municipal Solid Waste • Cogeneration 48 • Natural Gas • Slop / Vinasse • Process Steam Countries • Pet Coke • Biomass • Coal 28
Slide 31: Air Pollution Control Solutions
Air Pollution Control Solutions SNCR Bag Filters Wet FGDs ESPs 29
Slide 32: EPC- Projects - Captive & Cogen Power Plants
EPC- Projects - Captive & Cogen Power Plants 30
Slide 33: EPC- Projects - Material Handling Solutions
EPC- Projects - Material Handling Solutions Project under Execution • 16 km of cross country pipe conveyor • Crossing 3 Rivers & 1 Railway line • 500 MW & 3 x 650 MW units • 1200 TPH Crusher capacity • 16000 MT Steel Erection 31
Slide 34: Turnkey Sugar Plants & Distilleries
Turnkey Sugar Plants & Distilleries EPC- Sugar Plants & Machinery - Over 150 Sugar Projects Presence in 47 Countries 32 32
Slide 35: Engineering Service Centre
Engineering Service Centre • Engineers – close to 500 • More than 1 million engineering man hours annually Power Plant, Boilers, Sugar Plants, Project Basic & Pressure Engineering Detailed Vessels, Management Engineering Material Handling, Air Pollution Control 33
Slide 36: Technology Infusion
Technology Infusion Tech Transfer & Absorption AP&T for Hot Stamping Presses Fuel Tech, USA for Nox solutions ABB Lummus John A Ahlstrom, Amec Foster NEM, The Heat Transfer Thompson, Finland, CFB Wheeler for Netherlands for UK , Boilers Boilers Utility Boilers for HRSGs Helixchangers Foster TEi, USA
Slide 37: Quality, Safety and Environment
Quality, Safety and Environment • ISO 9001:2008 Quality Management System - Approved by Lloyds Register of Quality Assurance • ISO 14001:2004 Environment Management System - Approved by • Lloyds Register of Quality Assurance • OHSAS 18001:2007 Occupational Health & Safety Management System • ASME 'S
Slide 38: Infrastructure
IsGec HEAVY Infrastructure ER necn nea
Slide 39: Presence across 90 countries
Presence across 90 countries 37
Slide 40: Order Position
Order Position Rs. Crores Unit Orders in Hand As on As on As on As on 31.7.18** 31.3.18 31.3.17 31.3.16 Manufacturing of 1040 901 923 811 Machinery and Equipment Engineering 6090 4,798 3,061 2,541 Procurement and Construction Less Inter-Unit -145 -125 -92 -98 TOTAL 6985 5,574 3,892 3,254 **Includes
Slide 41: Thanks
THANKS ISGEC HEAVY ENGINEERING LIMITED INDIA Email: chatnani@isgec.com Mobile: +91-9810363103 www.isgec.com •Yamunanagar • Noida • Ratangarh • Bawal • Muzaffarnagar • Dahej • Pune • Chennai 39
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