Megatherm Induction Limited · NSE:MEGATHERM
Megatherm Induction — Investor Presentation (May 2024)
34 slides from Megatherm Induction's investor presentation, May 29, 2024
Slide 1: Covering letter to NSE: Investor Presentation
Date: 29th May, 2024 To The Listing Department, National Stock Exchange of India Ltd, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai– 400051 Ref.: Megatherm Induction Limited / NSE/2024-25/18 Symbol: MEGATHERM ISIN: INE531R01010 Dear Sir/Madam, Sub: Investor Presentation With reference
Slide 2: Megatherm Induction Limited Investor Presentation H2 & FY2024
MEGATHERM Induction Limited. I N V E S T O R H2 & FY2024 P R E S E N T A T I O N Refer to Disclaimer Slide
Slide 3: Disclaimer
About US Industry Overview Financial Overview Way Forward Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Megatherm Induction Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recomm
Slide 4: Table of Contents
About US Industry Overview Financial Overview Way Forward TABLE OF CONTENTS 01 About Us 02 Industry Overview 03 Key Performance Highlights 04 Financial Overview 05 Way Forward 06 Annexures 3
Slide 5: About Us
ABOUT US fl megafnerm
Slide 6: About Us
About US Industry Overview Financial Overview Way Forward ABOUT US Manufacturer of : Induction heating and Ladle refining Transformers melting products furnaces Continuous Casting Fume extraction Electric arc Machines systems furnaces ▪ Services portfolio includes turnkey solutions for steel plant,
Slide 7: Our Journey
About US Industry Overview Financial Overview Way Forward OUR JOURNEY First 132 kV power & distribution transformer manufactured. First power & distribution transformer Megatherm was incorporated 1989 2013-2016 export. First multiple TMT bar heater of India supplied for epoxy coating Inauguration of
Slide 8: Management Team
About US Industry Overview Financial Overview Way Forward MANAGEMENT TEAM MR. SHESADRI BHUSAN CHANDA Chairman & Managing Director Bachelor of Electrical Engineering - Jadavpur University - Gold medalist, topper and recipient of various awards Experience - 45 Years MR. SATADRI CHANDA Whole Time Direc
Slide 9: Induction Technology & Application
About US Industry Overview Financial Overview Way Forward Induction Technology & Application Principle of Induction ▪ When Alternating Current (AC) current is passed through a coil around a metallic object (ferrous), magnetic flux is generated within the conductor which induces eddy currents that en
Slide 10: Our Products (1/2)
About US Industry Overview Financial Overview Way Forward OUR PRODUCTS (1/2) INDUCTION HARDENING 01 INDUCTION MELTING 02 INDUCTION BILLET 03 & HEAT TREATING 04 INDUCTION POWER 05 FURNACE HEATERS EQUIPMENT SOURCE TRANSFORMER ▪ Electrical furnace used to melt iron and ▪ Heating of ferro-magnetic and ▪
Slide 11: Our Products (2/2)
About US Industry Overview Financial Overview Way Forward OUR PRODUCTS (2/2) 06 LADLE REFINING 07 ELECTRIC ARC 08 CONTINUOUS CASTING 09 RAIL HARDENING 10 FUME EXTRACTION FURNACE FURNACE MACHINE (CCM) MACHINE SYSTEM ▪ To adjust the chemical composition & ▪ Melts all type of scrap irrespective of ▪ Co
Slide 12: Manufacturing Facilities
About US Industry Overview Financial Overview Way Forward MANUFACTURING FACILITIES State of the art Production & Testing facility along with R&D lab & Training Centre spread across 8 acres in Vidyasagar Industrial Park, Kharagpur, West Bengal Equipped with machineries including CNC Lathe Machine, CN
Slide 13: Manufacturing Process
About US Industry Overview Financial Overview Way Forward MANUFACTURING PROCESS RFQ receipt from Receipt of purchase Designing & Material customer order drawing management Packaging & dispatch Inspection Assembling Fabrication work 12
Slide 14: In-House Engineering & Development
About US Industry Overview Financial Overview Way Forward IN-HOUSE ENGINEERING & DEVELOPMENT Engineering Dedicated team of Experienced Engineers having expertise in various engineering applications & problem-solving skills to provide total Engineering Solutions to our customers Research & Developmen
Slide 15: Our Presence
About US Industry Overview Financial Overview Way Forward OUR PRESENCE EUROPE (e.g. Poland, France) WIDE SPREAD DOMESTIC & INTERNATIONAL PRESENCE IN 4 CONTINENTS SAARC OVER 3000+ INSTALLATIONS (e.g. Bangladesh, GULF IN 52+ COUNTRIES Nepal, Bhutan) (e.g. Saudi Arabia, UAE) SOUTH AMERICA SOUTH EAST AS
Slide 16: Diversified Clientele across Industries
About US Industry Overview Financial Overview Way Forward Diversified Clientele across Industries Primary Steel producers Secondary Steel producers Auto DI pipe producers and diverse Ordnance factories & (involved in conversion of iron (involved in scrap recycling) ancillaries engineering industries
Slide 17: Key Competitive Advantages
About US Industry Overview Financial Overview Way Forward Key Competitive No Capacity Constraint Advantages Land parcel available for future growth expansion in newer products segments to capture market growth EXPERIENCED & QUALIFIED ESTABLISHED LONG STANDING RELATIONSHIP TECHNICAL CAPABILITIES FOR
Slide 18: Industry Overview
INDUSTRY OVERVIEW fl megafnerm
Slide 19: Industry Overview
About US Industry Overview Financial Overview Way Forward Industry Overview Sectorwise major consumer of castings Auto 32 INDIAN FOUNDRY INDUSTRY Agriculture 8 ▪ Industry has a turnover of approx. USD 19 billion with export approx. USD 3.1 billion Sanitary 8 ▪ Approx 4500 units of which 1500 units h
Slide 20: Indian Production & Export Of Casting
About US Industry Overview Financial Overview Way Forward Indian Production & Export Of Casting (Million M.T) Export Data of Major Castings (Mn USD) Production Of Casting In India (Million M.T) 9.83 3940 9.41 8.62 3537 8.44 7.91 7.72 3066 3102 2730 2865 1.58 1.46 1.46 1.36 1.34 1.31 1.26 1.24 1.23 1
Slide 21: Industry Growth Drivers
About US Industry Overview Financial Overview Way Forward Industry Growth Drivers India Capacity (FY23) - 161mn tons Arc 36mn tons, Induction - 58mn tons, Blast - 67mn tons Policy initiatives to drive manufacturing GOI to spend $1.4 trillion on infrastructure by 2025. Steel Capacity (mn tons) Make i
Slide 22: Advantages of Induction Technology for steel melting
About US Industry Overview Financial Overview Way Forward Advantages of Induction Technology for steel melting Blast Furnace (BF) Electric Arc Furnace (EAF) Induction Furnace (IF) CO2 Equivalent Emissions Estimated range of 2.2 – 2.6 0.6 – 0.8 0.3 – 0.4 CO2 equivalent (CO2e) emissions (in tons) per
Slide 23: Half Year Performance Highlights
HALF YEAR PERFORMANCE HIGHLIGHTS 03 22
Slide 24: Key Performance Highlights – H2FY24
About US Industry Overview Financial Overview Way Forward KEY PERFORMANCE HIGHLIGHTS – H2FY24 REVENUE (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EPS (Rs) 1593.8 14.0% 8.2% 8.48 1468.8 9.6% 9.4% 5.2% 4.6% 5.48 4.53 1352.7 131.3 222.8 129.2 137.6 62.7 75.9 H2FY23 H1FY24 H2FY24 H2FY23 H1FY24 H2FY24 H2FY23 H
Slide 25: Annual Financial Overview
ANNUAL FINANCIAL OVERVIEW 04 24
Slide 26: Annual Financial Highlights
About US Industry Overview Financial Overview Way Forward ANNUAL FINANCIAL HIGHLIGHTS Revenue (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EPS (Rs.) 3062.5 360.4 14.13 207.2 2658.8 275.4 10.11 1878.3 140.0 1090.1 126.2 84.8 2.25 30.9 0.8 11.0 FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY24 FY21
Slide 27: Annual Income Statement
About US Industry Overview Financial Overview Way Forward ANNUAL INCOME STATEMENT Particulars (Rs. in Mn) FY21 FY22 FY23 FY24 41% Revenue From Operations 1,090.09 1,878.27 2,658.82 3,062.55 REVENUE CAGR Total Expenditure 958.46 1,798.96 2,383.38 2,702.15 FY21-FY24 EBITDA 131.63 79.36 275.44 360.40 E
Slide 28: Annual Balance Sheet
About US Industry Overview Financial Overview Way Forward ANNUAL BALANCE SHEET Equity & Liabilities(Rs. in Mn) FY23 FY24 Assets (Rs. in Mn) FY23 FY24 Share Capital 92.33 188.41 Fixed Asset 573.38 631.32 Reserves & Surplus 413.94 1,015.04 Intangible Asset 6.81 9.39 Total Equity 506.26 1,203.45 Work-I
Slide 29: Way Forward
WAY FORWARD fl megafnerm
Slide 30: Way Forward
About US Industry Overview Financial Overview Way Forward WAY FORWARD EXPAND CAPACITIES OPTIMUM UTILIZATION INCREASING OPERATIONAL EFFICIENCIES Ongoing capex of ₹ 30 Cr on Construction of Optimum Capacity Utilization to be achieved TO IMPROVE MARGINS New Shed to be completed by Sep 2024 in the New S
Slide 31: Annexures
ANNEXURES fl megafnerm
Slide 32: Quality Assurance
About US Industry Overview Financial Overview Way Forward QUALITY ASSURANCE Certified with international standards of Quality Management Systems such as ISO 9001:2015 from SGS United Kingdom Limited. Inspection and Testing Quality is an online & continuous activity integrating people, communication,
Slide 33: Awards and Recognition
About US Industry Overview Financial Overview Way Forward AWARDS AND RECOGNITION Star Performer of the Star Performer of the Manufacturing and MSME Manufacturing and MSME 40 Under 40 Achievers Of Year 2007-2008 Year 2012-2013 Conclave 2022 Conclave 2022 The Year 2023 Award for Miscellaneous General
Slide 34: Thank You
About US Industry Overview Financial Overview Way Forward THANK YOU Megatherm Tower Sector-V, Saltlake, Kolkata, India, Postal Code – 700091 +91 033 4088 6200 info@megatherm.com https://megatherm.com/ ® KAPT I FY Consulting Strategy & Investor Relations | Consulting +91-845 288 6099 www.kaptify.in c
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