Megatherm Induction Limited · NSE:MEGATHERM
Megatherm Induction — H1 FY2025 Earnings Presentation
35 slides from Megatherm Induction's earnings presentation, Nov 13, 2024
Slide 1: Exchange filing cover letter
Date: 13th November, 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/2024-25/52 Symbol: MEGATHERM ISIN: INE531R01010 Dear Sir/Madam, Sub: Investor Presentation on the Un-
Slide 2: Investor Presentation H1FY25
MEGATHERM Induction Limited. I N V E S T O R H1FY25 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 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 in
Slide 4: Table of Contents
About US Industry Overview Financial Overview Way Forward About US Industry Overview Financial Overview Way Forward TABLE OF CONTENTS 01 About Us 02 Industry Overview 03 Annexures 04 Key Performance Highlights 05 Annual Financial Overview 06 Way Forward 3
Slide 5: About Us
ABOUT US fl megafnerm
Slide 6: About Us
About US Industry Overview Financial Overview Way Forward 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 ▪ Servi
Slide 7: Our Journey
About US Industry Overview Financial Overview Way Forward 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
Slide 8: Management Team
About US Industry Overview Financial Overview Way Forward 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
Slide 9: Induction Technology & Application
About US Industry Overview Financial Overview Way Forward 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 generate
Slide 10: Our Products (1/2)
About US Industry Overview Financial Overview Way Forward 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 furna
Slide 11: Our Products (2/2)
About US Industry Overview Financial Overview Way Forward 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 co
Slide 12: Manufacturing Facilities – 1/2
About US Industry Overview Financial Overview Way Forward About US Industry Overview Financial Overview Way Forward MANUFACTURING FACILITIES – 1/2 State of the art Production & Testing facility along with R&D lab & Training Centre spread across 8 acres in Vidyasagar Industrial Park, Kharagpur, West
Slide 13: Manufacturing Facilities – 2/2
About US Industry Overview Financial Overview Way Forward MANUFACTURING FACILITIES – 2/2 NEW PRODUCTION & TESTING FACILITY LOCATED AT VIDYASAGAR INDUSTRIAL PARK, KHARAGPUR, WEST BENGAL Types of Transformers that will be manufactured ▪ Power & Distribution Transformers ▪ Inverter Duty Transformers ▪
Slide 14: In-House Engineering & Development
About US Industry Overview Financial Overview Way Forward 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 En
Slide 15: Our Presence
About US Industry Overview Financial Overview Way Forward 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, Bh
Slide 16: Diversified Clientele across Industries
About US Industry Overview Financial Overview Way Forward 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 (invol
Slide 17: Key Competitive Advantages
About US Industry Overview Financial Overview Way Forward 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 ESTABLIS
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 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 310
Slide 21: Industry Growth Drivers
About US Industry Overview Financial Overview Way Forward 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
Slide 22: Advantages of Induction Technology for steel melting
About US Industry Overview Financial Overview Way Forward 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.
Slide 23: Annexures
ANNEXURES fl megafnerm
Slide 24: Quality Assurance
About US Industry Overview Financial Overview Way Forward 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 onlin
Slide 25: Awards and Recognition
About US Industry Overview Financial Overview Way Forward About US Industry Overview Financial Overview Way Forward AWARDS AND RECOGNITION Star Performer of the Year Star Performer of the Year Manufacturing and MSME Manufacturing and MSME 40 Under 40 Achievers Of 2007-2008 2012-2013 Conclave 2022 Co
Slide 26: Key Performance Highlights
KEY PERFORMANCE HIGHLIGHTS 04 25
Slide 27: Key Performance Highlights – H1FY25
About US Industry Overview Financial Overview Way Forward KEY PERFORMANCE HIGHLIGHTS – H1FY25 REVENUE (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EPS (Rs) 1468.8 1479.5 4.94 10.2% 6.3% 4.03 9.4% 5.2% 151.4 75.9 93.1 137.6 H1FY24 H1FY25 H1FY24 H1FY25 H1FY24 H1FY25 H1FY24* H1FY25 EBITDA EBITDA Margin PAT PA
Slide 28: Half Yearly Statement – H1FY25
About US Industry Overview Financial Overview Way Forward HALF YEARLY STATEMENT – H1FY25 Particulars (Rs. in Mn) H1FY25 H1FY24 YoY (%) FY24 Revenue From Operations 1479.51 1468.75 0.73 3,062.55 Total Expenditure 1,328.13 1,331.14 - 0.23 2,702.15 EBITDA 151.38 137.61 10.01 360.40 EBITDA Margin (%) 10
Slide 29: Annual Financial Overview
ANNUAL FINANCIAL OVERVIEW 05 28
Slide 30: Annual Financial Highlights
About US Industry Overview Financial Overview Way Forward 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 F
Slide 31: Annual Income Statement
About US Industry Overview Financial Overview Way Forward 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
Slide 32: Annual Balance Sheet
About US Industry Overview Financial Overview Way Forward 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 Inta
Slide 33: Way Forward
WAY FORWARD fl megafnerm
Slide 34: Way Forward
About US Industry Overview Financial Overview Way Forward WAY FORWARD EXPAND CAPACITIES STRATEGIC INITIATIVES INCREASE MARKET SHARE IN FOUNDRY AND Upon the commissioning of the new transformer manufacturing Continue Strategic Initiatives for Margin Improvements: CASTING PRODUCTS facility, it is anti
Slide 35: Thank You
About US Industry Overview Financial Overview Way Forward 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 & Investo
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