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Bharat Forge Ltd Regulatory Filings 2024

Nov 14, 2024

61415_rns_2024-11-14_bde436ff-fedd-43a9-a11f-9de1a6dc3c26.pdf

Regulatory Filings

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B H A R A T F O R G E

November 14, 2024

To

BSE Limited 1st Floor, New Trading Ring, Rotunda Building, P.J. Towers, Dalal Street, Fort, Mumbai - 400 001

BSE SCRIP CODE - 500493

National Stock Exchange of India Limited

‘Exchange Plaza’, Bandra-Kurla Complex, Bandra (East) Mumbai- 400 051

NSE Symbol Equity - BHARATFORG

Sub. : Earnings Update of Q2 for FY 2024-25

Dear Sir / Madam,

With reference to the captioned subject, please find enclosed herewith Earnings Update issued by the Company of Q2 for FY 2024-25.

Kindly take the same on record.

Thanking you,

Yours faithfully,

For Bharat Forge Limited,

TEJASWINI Digitally signed by TEJASWINI RAMKRISHNA RAMKRISHNA CHAUDHARI Date: 2024.11.14 12:48:45 CHAUDHARI +05'30'

Tejaswini Chaudhari Company Secretary & Compliance Officer Encl. : as above

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CIN L25209PN1961PLC012046 BHARAT FORGE LIMITED, MUNDHWA, PUNE 411 036, MAHARASHTRA, INDIA. PHONE: + 91 20 6704 2476 / 6704 2850 (Secretarial) Fax 020 2682 2163 Email: [email protected] WEBSITE: www.bharatforge.com

Q2 FY25 ANALYST UPDATE

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Automotive | Renewable Energy | Oil & Gas | Defence | Aerospace | Marine | Construction & Mining | Rail

Management Commentary: Q2 FY25 Performance

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BFL 3 Month Report: “The company reported a consolidated revenue of Rs 3,689 Crore and EBITDA of Rs 690 Crore. Despite a YoY revenue de-growth of 2.3% driven by weakness in European automotive markets, EBITDA grew by 10.8% resulting in margin improvement by 220 bps YoY from 16.5% to 18.7%. In the quarter, the group secured new orders worth Rs 1,207 Crores across Defence, castings (Ferrous & Aluminum) and the core forging business. The order wins for H1 FY25 amounts to Rs 2,216 Crores with 2/3 coming from Defence & 1/3 from components business.

BFL group’s defence business posted revenue of Rs 509 Crore in Q2 registering a jump of 67% YoY. With order wins of Rs 642 Crores in Q2, the executable order book as of September 30[th] stands at Rs 5,905 Crores. The order book does not include any potential orders from domestic or export market. JS Auto continues to register impressive operating performance during the quarter with revenue growth of 32% to Rs 165 Crore and EBITDA growth of 60% at Rs 20 Crores compared to Q2 FY24. in H1 FY25, JSA won orders worth Rs 173 crores and is clearly benefitting from the shift of manufacturing supply chain to India. We expect this business to continue to register strong performance in the foreseeable future.

The Overseas operations recorded sales of Rs 1,145 Crores and EBITDA of Rs 16 Crores. The sluggish economic condition in Europe and its impact on the automotive industry is delaying the recovery in the overseas business.

Looking ahead into H2 FY25, we expect the performance to be stable as compared to H1 FY25 as we continue to focus on revenue growth & profitability improvement in our subsidiaries (Indian & Overseas).”

B.N. Kalyani, Chairman & Managing Director

Standalone Financial Highlights Q2FY25

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Revenue

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23,381
22,467 22,494
Q2 FY25 Q1 FY25 Q2 FY24
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Revenues at Rs 22,467 million in Q2FY25 was flat YoY. While domestic revenues were up 12%, export revenues were down 9% primarily led by weakness in European CVs.

EBITDA

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6,477 6,576
6,160
Q2 FY25 Q1 FY25 Q2 FY24
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EBITDA margin at 28.8% in Q2 FY25 was up 140 bps vs Q2FY24 due to steady execution in Defence and recovery in Oil & Gas from the trough seen in FY24.

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PBT before Ex. Gain/ Loss
5,107 5,226
4,730
Q2 FY25 Q1 FY25 Q2 FY24
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Superior operational performance drove PBT before Exchange gain/ (loss) to Rs 5,107 million in Q2 FY25

3

Review of India Business

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Commercial Vehicles

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2,603
2,489
2,199
Q2 FY25 Q1 FY25 Q2 FY24
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Automotive Business: The CV business remained soft YoY as domestic demand remained sluggish. The sector has seen stupendous growth over the last 2-3 years. The government’s capex push, increased construction & manufacturing activity in the private sector augurs well for longer-term prospects of CV sector growth in India.

Passenger Vehicles

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920
816 817
Q2 FY25 Q1 FY25 Q2 FY24
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Domestic PVs recouped slightly on a YoY basis. Our focus towards building new partnerships, longer term growth in personal mobility and changing customer preferences towards more premium and safer vehicles augurs well for us.

Industrial

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7,290
6,392
5,080
Q2 FY25 Q1 FY25 Q2 FY24
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Industrials Business: The Industrial segment grew by 26% YoY to Rs 6,392 million. Execution of defence orders drove the stellar performance. The growth was also supported by a good show in Construction-Mining/ Power generation. The outlook for the business remains promising driven by strong spend on power infrastructure and new capacity additions in the pipeline in India.

Note: Other Revenue stood at Rs 1,207 million in Q2FY25

4

Review of Export Business

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Commercial Vehicles

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5,198 5,318 5,474
Q2 FY25 Q1 FY25 Q2 FY24
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Automotive Business: Export CV business continued to show growth. Europe remained a pain point as growth continues to languish. Ex of Europe our CV export business reported a 14% YoY improvement indicating resilience in underlying demand from North America. We remain cautiously optimistic going ahead.

Passenger Vehicles

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3,359
2,770 2,752
Q2 FY25 Q1 FY25 Q2 FY24
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PV export business remains on course to consolidate its gains over the last three years. Despite a slack demand environment in Europe and slower momentum in North America our business delivered steady QoQ performance

Industrial

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4,039
3,780
3,631
Q2 FY25 Q1 FY25 Q2 FY24
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Industrials Business: Industrial business continued to benefit from the diversifications strategy. With the appropriate capacity mix and offerings across multiple sectors we hope to benefit from superior operating leverage. The demand environment (ex-Europe) remains sanguine as spend on infrastructure is a key focus area globally.

5

Export Break up by Geography

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Rs. Million
Particulars
Q2FY25
Q1FY25
Q2FY24
Americas
8,555
7,912
8,151
Europe
2,651
3,175
3,327
Asia
543
615
1,393
Total
11,749
11,702
12,871

Consolidated Financial Highlights – Q2FY25

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Revenues

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41,061
36,885 37,742 2.3% decline in revenues primarily
driven by weakness in the European
markets.
Q2FY25 Q1FY25 Q2FY24
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EBITDA
7,592
6,895
6,222
Q2FY25 Q1FY25 Q2FY24
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EBITDA margins have improved by 220 bps YoY driven by improvement in capacity utilization and product mix in India.

PBT before Forex & Exceptional item

Rs. Million

Particulars September 30, 2024 March 31, 2024
Long Term Debt 23,948 24,605
WC & Bill Discounting 49,173 50,616
Equity 72,433 71,653
Cash 25,493 31,799
D/E 1.01 1.05
D/E (Net) 0.66 0.61
RoCE (Net) 17.7% 16.3%

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4,689
4,030
3,389
Q2FY25 Q1FY25 Q2FY24
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PBT has increased by 18.9% on a YoY driven by improvement in performance at KSSL and halving of losses in the E-Mobility business.

7

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Financials Annexures

Standalone P&L Highlights – Q2 FY25 & H1 FY25

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Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million Rs. Million
Standalone Financials Q2 FY25 Q1 FY25 QoQ Q2 FY24 YoY H1 FY25 H1 FY24 YoY
Shipment Tonnage 64,098 67,501 (5.0)% 70,509 (9.1)% 131,599 138,537 (5.0)
Domestic Revenue 10,443 11,407 (8.5)% 9,310 12.2% 21,850 18,520 18.0%
Export Revenue 11,749 11,702 0.4% 12,871 (8.7)% 23,451 24,660 (4.9)%
Other Operating Income 275 272 313 547 587
Total Revenue 22,467 23,381 (3.9)% 22,494 (0.1)% 45,848 43,767 4.8%
EBITDA 6,477 6,576 (1.5)% 6,160 5.1% 13,053 11,693 11.6%
EBITDA% 28.8% 28.1% 27.4% 28.5% 26.7%
Other Income 348 446 424 794 896
Profit Before Tax 5,107 5,226 (2.3)% 4,730 8.0% 10,333 8,941 15.6%
PBT % 22.7% 22.4% 21.0% 22.5% 20.4%
Exchange Gain / (Loss) (223) (59) (93) (282) (140)
Exceptional Item 135 (1,457) - (1,322) (21)
Profit Before Tax 5,019 3,710 4,616 8,729 8,780
Profit After Tax 3,612 2,696 34.0% 3,460 4.4% 6,308 6,574 (4.0)%

9

Standalone B/S Highlights – Q2 FY25

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Rs. Million Rs. Million Rs. Million
Particulars (Standalone) September 30, 2024 March 31, 2024
Long Term Debt 12,839 17,107
Working Capital Loan & Bill Discounting 27,584 26,892
Equity 88,243 85,688
Cash 19,372 25,250
ROCE (Net of Cash) 20.5% 20.0%
RONW 15.8% 16.6%
D/E (Net) 0.24 0.22
Net Debt/ EBITDA 0.81 0.76

10

Consolidated Financials Reconciliation

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Rs. Million

Q2 FY25 Indian Operations Overseas Operations E-Mobility Consolidated
Total Revenue 25,409 11,447 29 36,885
EBITDA 6,870 160 (135) 6,895
EBITDA % 27.0% 1.4% - 18.7%
PBT 5,365 (1,136) (199) 4,030
Exchange Gain/(loss) (178) 3 2 (173)
Exceptional Items - - - -
PBT after Exchange Gain/ (Loss) 5,187 (1,133) (197) 3,857
Q2 FY24 Indian Operations Overseas Operations E-Mobility Consolidated
Total Revenue 25,591 12,053 98 37,742
EBITDA 6,431 90 (299) 6,222
EBITDA % 25.1% 0.7% - 16.5%
PBT 4,943 (1,156) (398) 3,389
Exchange Gain/(loss) (91) 76 9 (6)
Exceptional Items (21) - - (21)
PBT after Exchange Gain/ (Loss) 4,831 (1,080) (389) 3,362

11

Overseas Financial Highlights – Q2 FY25

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Rs. Million

European Mfg. Ops Q2 FY25 Q1 FY25 Q2 FY24
Total Revenue 9,529 10,609 10,122
EBITDA 376 370 353
EBITDA % 3.9% 3.5% 3.5%
PBT Before Ex Gain/(Loss) (527) (529) (544)
US Mfg. Ops Q2 FY25 Q1 FY25 Q2 FY24
Total Revenue 1,918 2,591 1,931
EBITDA (216) (235) (263)
EBITDA % - - -
PBT Before Ex Gain/(Loss) (609) (640) (612)
Overseas Mfg. Ops Q2 FY25 Q1 FY25 Q2 FY24
Steel Forgings 5,976 (52%) 7,333 (56%) 7,160 (59%)
AI Forgings 5,471 (48%) 5,867 (44%) 4,893 (41%)
Total 11,447 13,200 12,053

12

Indian Subsidiary Financials – Q2 FY25

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Rs. Million Rs. Million Rs. Million Rs. Million
KSSL Q2 FY25 Q1 FY25 Q2 FY24
Total Revenue 4,682 5,035 2,962
EBITDA 333 331 169
EBITDA% 7.1% 6.6% 5.7%
PBT Before Exchange Gain/(Loss) 376 388 311
KPTL Q2 FY25 Q1 FY25 Q2 FY24
Total Revenue 29 30 99
EBITDA (135) (186) (299)
EBITDA% - - -
PBT Before Exchange Gain/(Loss) (199) (297) (399)
BFISL Q2 FY25 Q1 FY25 Q2 FY24
Total Revenue 1,920 1,855 1,516
EBITDA 228 230 173
EBITDA% 11.9% 12.4% 11.4%
PBT Before Exchange Gain/(Loss) 106 97 43

13

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Automotive | Renewable Energy | Oil & Gas | Defence | Aerospace | Marine | Construction & Mining | Rail