Ram Ratna Wires Limited · NSE:RAMRAT
Ram Ratna Wires — Q3 FY25 Earnings Presentation
30 slides from Ram Ratna Wires's earnings presentation, Jan 29, 2025
Slide 1: Stock exchange cover letter for investor presentation
29th January, 2025 Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C-1, Phiroze Jeejeebhoy Towers, Block G, Bandra – Kurla Complex, Dalal Street, Mumbai – 400 001 Bandra (East), Mumbai – 400 051 Script Code: 522281 Symbol: RAMRAT Sub: I
Slide 2: Investor Presentation - Q3 & 9M FY25
RAM RATNA WIRES LIMITED INVESTOR PRESENTATION- Q3 & 9M FY25
Slide 3: Safe Harbor
Safe Harbor Ram Ratna Wires Ltd This presentation and the accompanying slides (the “Presentation”), which have been prepared by Ram Ratna Wires Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or sub
Slide 4: Q3 & 9MFY25 - Financial Highlights
Ram Ratna Wires Ltd Q3 & 9MFY25- Financial Highlights
Slide 5: Q3 & 9M FY25 - Financial Snapshot (Consolidated)
Q3 & 9M FY25- Financial Snapshot (Consolidated) Ram Ratna Wires Ltd (in ₹ Crs) Revenue from Operations EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 3.7% 3.8% 4.4% 1.7% 1.8% 2.1% +27.2% +50.2% +56.6% FY25 939.8 888.7 39.0 36.1 FY25 18.3 16.8 698.4 25.9 Q3Q2 11.7 Q3FY24 Q2FY25 Q3FY25 Q3FY24 Q2FY25
Slide 6: Q3FY25 – Revenue Mix
Q3FY25 – Revenue Mix Ram Ratna Wires Ltd Revenue Mix (By Geography) Revenue Mix (By Business Segments) 9% 7% 89% 82% 91% 93% 17% 11% 1% 1% Q3FY24 Q3FY25 Q3FY24 Q3FY25 Export Domestic Enameled Wires & Strips Copper Tubes & Pipes Others 5
Slide 7: Segment Highlights (Enamelled wires & strips)
Segment Highlights (Enamelled wires & strips) Ram Ratna Wires Ltd Production (in MT) Sales (in MT) EBITDA per tonne (In Rs) +3.6% +3.6% +17.6% 9,472 9,441 32,700 32,293 Q3 FY25 8,128 8,418 8,213 8,509 27,462 Q3FY24 Q2FY25 Q3FY25 Q3FY24 Q2FY25 Q3FY25 Q3FY24 Q2FY25 Q3FY25 +6.7% +6.1% +4.9% 26,641 26,7
Slide 8: Segment Highlights (Copper Tubes & Pipes)
Segment Highlights (Copper Tubes & Pipes) Ram Ratna Wires Ltd Production (in MT) Sales (in MT) EBITDA per tonne (In Rs) +67.2% +69.5% +62.9% 1,496 1,546 63,487 Q3 FY25 1,316 1,253 50,421 895 912 38,963 Q3FY24 Q2FY25 Q3FY25 Q3FY24 Q2FY25 Q3FY25 Q3FY24 Q2FY25 Q3FY25 +54.0% +53.3% +80.2% 4,174 4,178 70
Slide 9: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Ram Ratna Wires Ltd Profit & Loss Statement (INR. Crs) Q3 FY25 Q3 FY24 Y-o-Y Q2 FY25 Q-o-Q 9M FY25 9M FY24 Y-o-Y Revenue from Operations 888.7 698.4 27.2% 939.8 -5.4% 2,720.0 2,179.9 24.8% Gross Profit 85.8 63.3 35.5% 77.6 10.6% 239.2 194.1 23.3% GP % 9.7% 9.1% 8
Slide 10: Company Overview
Ram Ratna Wires Ltd Company Overview
Slide 11: At a Glance
At a Glance Ram Ratna Wires Ltd Near 3decades of India’s Leading India’s Only Manufacturer Normalized ROCE* Manufacturing expertise Manufacturer of super Offering widest range of enamelled 23% enameled copper winding wires wires (0.016 mm – 5.000 mm) 85-90% Extensive Distribution Network Supplies 70
Slide 12: Evolution of the Company to High Margin Product Segments
Evolution of the Company to High Margin Product Segments Ram Ratna Wires Ltd FY15 FY20 FY24 • Wires: Enameled Copper & Aluminium, • Wires: Enamelled Copper & Aluminium, Submersible, Braided, Bonded, Corona, Litz, Paper Covered • Wires: Enamelled Copper & Aluminium, Submersible, Braided, Bonded, Coro
Slide 13: The Journey So Far
The Journey So Far Ram Ratna Wires Ltd "From a Modest Electrical Trading Shop to India's Leading Winding Wire Manufacturer” 1992 1997 2011 2018 2022 2024 Incorporation 1st ISO Certification JV in Bangladesh Commencement of NSE Listing & 1:1 Bonus • Board approval for of Ram Ratna Wires Ltd With top
Slide 14: Legacy Products- Diverse Range of Products & Applications
Legacy Products- Diverse Range of Products & Applications Ram Ratna Wires Ltd Enamelled Copper Wires Enamelled Copper Strips Submersible Winding Wires Paper Covered Strips • Motors • Transformers • Various types of • Power Transformers • Generators • Submersible Transformers • Distribution • Automot
Slide 15: Value Added Products
Value Added Products Ram Ratna Wires Ltd Copper Tubes BLDC Motors Fabricated Products Global Copper Pvt. Ltd. EPAVO Electricals Pvt. Ltd. Tefabo Product Pvt. Ltd. Acquired: 60% Stake in 2017 (50:50 Joint Venture with Epack Durable Ltd.) Acquired: 60% Stake in 2024 Installed Capacity by RRWL: 24000 M
Slide 16: State-of-the-Art Manufacturing Facilities
State-of-the-Art Manufacturing Facilities Ram Ratna Wires Ltd Current Capacity New Expansion 3 state of the art Manufacturing plants Bhiwadi, Rajasthan Dadra & Nagar Haveli & Daman & Diu +24% 49,200 MT Installed Capacity 39,600 MT 24000 MTPA Expected to be commenced by FY25 FY24 FY25 E Product capab
Slide 17: A Glimpse into Our Manufacturing Facilities
A Glimpse into Our Manufacturing Facilities Ram Ratna Wires Ltd 16
Slide 18: Bhiwadi Manufacturing Facility (In Process)
Bhiwadi Manufacturing Facility (In Process) Ram Ratna Wires Ltd
Slide 19: Our Esteemed Board of Directors
Our Esteemed Board of Directors Ram Ratna Wires Ltd Shri Tribhuvanprasad Kabra Shri Mahendrakumar Kabra Shri Hemant Kabra Shri Hitesh Laxmichand Vaghela Chairman Managing Director President & CFO (Executive Director) Director Shri Rameshwarlal Kabra Chairman Emeritus Padma Shri Awardee (Trade & Indu
Slide 20: Strong Management Team
Strong Management Team Ram Ratna Wires Ltd Shri Satish Kumar Agarwal Shri Raj Narayan Singh Strategic Advisor General Manager -Works Associated with the R R Group for over three decades, he is a CA and expert in Diploma in Electrical by qualification. He has been associated with us for over financia
Slide 21: Testament to Our Quality
Testament to Our Quality Ram Ratna Wires Ltd Trust Assurance Associations Reliable supplier in Automotive industry American certifying Lab approval Quality & Specifications approved for applications in Indian Railway We are the proud member of ACMA with IATF 16949:2016 With top Quality, Environmenta
Slide 22: Expansion in Value Added Products
Ram Ratna Wires Ltd Expansion in Value Added Products
Slide 23: Global Copper Pvt. Ltd - Overview
Global Copper Pvt. Ltd - Overview Ram Ratna Wires Ltd Acquired – 60% Import Substitution (In ₹) ~ 70% of copper tubes presently imported EBITDA Per tonne Founded in 2010, Global Copper Pvt Ltd (GCPL) is a leading copper tube manufacturer, partnering with +11% industry giants like Daikin, LG, and Pan
Slide 24: EPAVO Electricals Pvt. Ltd - Overview
EPAVO Electricals Pvt. Ltd - Overview Ram Ratna Wires Ltd Joint Venture with Epack Durables Ltd Incorporated in 2020, Epavo Electricals Private Limited (EEPL) is India's youngest manufacturing company of BLDC motor for global markets. The Company is backed by RR Global and Epack Durable Limited, hav
Slide 25: Tefabo Product Pvt. Ltd - Overview
Tefabo Product Pvt. Ltd - Overview Ram Ratna Wires Ltd Manufacturing Facility (55000 Sq Ft) Acquired - 60% Bengaluru, India About Tefabo Tefabo, established in 2018 is a key player in renewable energy components, engaged in the business of manufacturing fabricated components and assemblies having co
Slide 26: Key Growth Drivers
Ram Ratna Wires Ltd Key Growth Drivers
Slide 27: Copper Pipes and Tubes Market
Copper Pipes and Tubes Market Ram Ratna Wires Ltd The India Copper Pipes and Tubes Market, valued at USD 1.73 billion in 2023, is projected to grow at a CAGR of 5.10%, reaching USD 2.42 billion by 2030. With current demand at 1,00,000 tons per annum and growing at over 10%, Ram Ratna Wires Ltd., alo
Slide 28: Rising Demand for Winding Wires & Strips in India
Rising Demand for Winding Wires & Strips in India… Ram Ratna Wires Ltd India is ranked as world’s third- The demand for insulated metallic The enameled copper wires The growing demand is driven by largest cable market, consumed wire and cable in India is market is poised for robust rising disposable
Slide 29: Driving Growth in Product Applications
…Driving Growth in Product Applications Ram Ratna Wires Ltd Significant Rotating Transformers Meters Export Machines Expansion • India’s transformer market is • The demand for rotating • India’s government has set an • Industry exports are expected to set for strong growth, driven by machines in Ind
Slide 30: Ram Ratna Wires Limited contact details
Ram Ratna Wires Limited CIN: L31300MH1992PLC067802 Name – Mr. Saurabh Gupta Ms. Prachi Ambre Mr. Irfan Raeen Designation – AGM - Company Secretary +91 83559 85370 Prachi.ambre@linkintime.co.in +91 97737 78669 Prachi.ambre@linkintime.co.in Irfan.raeen@linkintime.co.in Irfan.raeen@linkintime.co.in inv