Vishnu Chemicals Limited · NSE:VISHNU
Vishnu Chemicals — Q2 FY2025 Earnings Presentation
15 slides from Vishnu Chemicals's earnings presentation, Nov 18, 2024
Slide 1: Exchange filing cover letter for Q2FY25 investor presentation
18th Nov, 2024 VCL/SE/71/2024-25 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 516072 Symbol: VISHNU Through: BSE Listing Centre Through: NEAPS Sub: I
Slide 2: Speciality Performance Chemicals Q2FY25 Earnings Presentation
Speciality Performance Chemicals Q2FY25 Earnings Presentation
Slide 3: A Reflection of Chemistry: Agenda
"A Ref le ctio n Of Ch emist r y " suggests a connec tion b etwe en th e products of fe red by the comp any and the sci enc e of chemis tr y. The use of "r efl ection " implies a deep under st anding or 01 02 03 em bodime nt of che mistr y, w hich is a I den t i t y t ribute to those w ho value ex p
Slide 4: Q2FY25: Consolidated Highlights
Q2FY25: Consolidated Highlights In ₹ Cr Q2FY25 Q2FY24 YoY H1FY25 H1FY24 YoY FY24 Operating Revenues 343.8 307.9 12% 682.7 608.6 12% 1212.6 Gross Profit 147.0 139.0 6% 298.8 278.2 7% 583.9 Gross Margin 42.8% 45.2% 43.7% 45.7% 48.2% EBITDA 45.1 45.9 -2% 100.8 97.0 4% 201.5 EBITDA Margin 13.1% 14.9% 14
Slide 5: Key Highlights of Q2FY25 and H1FY25
Key Highlights of Q2FY25 and H1FY25 Consolidated Domestic vs. Export Sales: 57:43 • Robust domestic demand • Export market remains challenging due to geopolitical and inflationary pressures. Barium Business Performance: • Achieved highest PAT in last 12 quarters. • Strong growth driven by: • Process
Slide 6: Strategic Acquisitions
Strategic Acquisitions Acquisitions: In Q2FY25, the Company entered into a definitive agreement to acquire Jayansree Pharma Private Limited for an Enterprise value of Rs 51.99 crore, expanding the company’s presence in Visakhapatnam and supporting its growth and market expansion strategy. In N
Slide 7: Q2FY25: Management Commentary
Q2FY25: Management Commentary Krishna Murthy Cherukuri Chairman & Managing Director “In FY25, we have entered into two definitive agreements to acquire businesses that align well with our portfolio, enhancing both our operational capabilities and resilience to external pressures. Our strong, cash-ri
Slide 8: About Us
About Us Pioneers in manufacturing of per formance enhancing speciality chemicals with strong market leadership in Chromium Chemicals and Barium Chemicals. Listed enterprise with principle and ethical management focused on diverse needs and aspirations of our customers across 50+ countries. 7
Slide 9: Our Identity: Manufacturing Legacy of 35 years
Our Identity: Manufacturing Legacy of 35 years 1st 3 rd 5 th India’s Largest 1000+ 50+ 10 Sustainable & Chromium & Diversified Expor t End Use Responsible Barium Chemicals & Destinations Applications Manufacturer Inclusive Workforce 2 nd 4 th Integrity Excellence Collaboration Innovation Accountabil
Slide 10: Industry Growth Drivers of our Chemistry
Industry Growth Drivers of our Chemistry Demography Premiumisation Performance Trends Trends Trends • Expanding middle class • Premium is not just about price. It is the promise of • Rise in industrial activity. exceptional quality and experience. Bridging the gap between luxury and mass market. Lea
Slide 11: Product Portfolio: Chromium Chemicals
Product Portfolio: Chromium Chemicals White Sodium Sulphate Potassium Dichromate Chrome Oxide Green Chromic Acid Paper Basic Chrome Sulphate Detergents Matches Sodium Dichromate Molten Glass Photographic Refractory engraving Automobiles Pigments & Dyes Ignition Agent Leather Tanning Electroplating C
Slide 12: Product Portfolio: Barium Chemicals
Product Portfolio: Barium Chemicals Sodium Sulphide Precipitated Barium Sulphate Barium Carbonate Chrome Oxide Green 11 Pigments & Dyes Water Treatment Powder Coating Ceramics & Tiles Automotive Paints Brine Purification Battery Speciality Glass Plastics Bricks Paper
Slide 13: Commitment to ESG
Commitment to ESG Commitment to Health & Safety CARE FOR THE COMMUNITY Old Age Home Plantation Rural Health Care Diversified
Slide 14: Summing Up
Summing Up Principle driven manufacturing. leadership with focus on “WHERE PERSEVERANCE AND Unique capabilities like flexible product mix and process COMMITMENT COME TOGETHER innovations executed over the years makes us one of the most efficient and resilient producers of chemicals in the areas
Slide 15: This presentation has been prepared for general information purposes in respect of Vishnu Chemicals
This presentation has been prepared for general information purposes in respect of Vishnu Chemicals Limited (“Company”) This presentation includes certain industry data and projections that have been obtained from industry publications and together with its subsidiaries, associates and joint venture