Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

Permanent Magnets Ltd. Investor Presentation 2021

Jun 18, 2021

61290_rns_2021-06-18_8c8820c8-7891-4124-a0e0-a3dddfeaa04e.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

PERMANENT MAGNETS LIMITED

B-3, MIDC, Village Mira, Mira Road East, Thane - 401104, Maharashtra, India

==> picture [58 x 35] intentionally omitted <==

Phone : +91-22-68285454 Facsimile : +91-22-29452128 Email : [email protected] Website : www.pmlindia.com

Date : 18[th] June, 2021

To, Corporate Relation Department The Bombay Stock Exchange Limited Phiroze Jeejeebhoy Tower, Dalal Street, Mumbai - 400 001

SUB: Outcome of Investor Meet held on 18[th] June, 2021

Scrip Code : 504132

Dear Sir,

We enclose, in terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, a copy of the presentation made by the Company’s Management Team in Investor Meet.

The same has been uploaded on Company Website at www.pmlindia.com

Thanking you,

Yours Faithfully,

FOR PERMANENT MAGNETS LIMITED

==> picture [105 x 47] intentionally omitted <==

RACHANA RANE COMPANY SECRETARY

==> picture [78 x 52] intentionally omitted <==

==> picture [78 x 52] intentionally omitted <==

RegdOffice: Harsh Avenue, 302, 3[rd] Floor, opp. Silvassa Police Station, SilvassaVapi Main Road, Silvassa- 396 230. Dadra and Nagar Haveli (U.T.) (All correspondence has to be made at our Mira Road address only) CIN-L27100DN1960PLC000371

==> picture [79 x 47] intentionally omitted <==

PERMANENT MAGNETS LIMITED Trust. Reliability. Quality.

==> picture [322 x 310] intentionally omitted <==

==> picture [63 x 37] intentionally omitted <==

The Team

Team with diverse strengths

==> picture [109 x 99] intentionally omitted <==

==> picture [106 x 98] intentionally omitted <==

==> picture [108 x 99] intentionally omitted <==

==> picture [108 x 99] intentionally omitted <==

==> picture [106 x 99] intentionally omitted <==

Shailesh Sule Prabhakar Kamath Sukhmal Jain

Girish Mahajan

Sharad Taparia

Managing President, President, Director Hiperm Division, Shunt Division, Copper Nickel Cobalt Alloys and Brass Parts, Magnets and Magnetic Assembly CT Division Gas Meter Parts

Sr. VP, VP, Development, Finance New Products, Software, Systems, Metallurgy

2

==> picture [63 x 37] intentionally omitted <==

Permanent Magnets Ltd

==> picture [342 x 249] intentionally omitted <==

Public Limited Company Established in 1960

3 Manufacturing plants 110+ Staff 350+ Workers 50+ Engineers Rs. 117 Cr revenue Listed on Bombay Stock Exchange

3

==> picture [63 x 37] intentionally omitted <==

Milestones

1960 2000 2007 2017 PML Established: Magnetic Shunt Division Starts: CT Division Starts: Alnico Magnet Assemblies Export Copper Manganin Nano Crystalline Production Shunt Assemblies And Amorphous Components 1983 2005 2016 2018 Know How Hiperm Division Zamak Die Casting Plastic Molding Agreement: Starts: Soft Process Starts Process Starts Sumitomo Special Magnetic Parts Metals Japan

==> picture [32 x 61] intentionally omitted <==

4

==> picture [63 x 37] intentionally omitted <==

==> picture [194 x 280] intentionally omitted <==

Quality System: Quality System: ISO 9001:2015
Automotive: ISO TS 16949:2009
Aerospace: AS 9100:2009
Environment: EMS 14001:2015
Automotive (in process): AECQ 200

5

==> picture [63 x 37] intentionally omitted <==

Magnetic Assemblies

==> picture [120 x 100] intentionally omitted <==

==> picture [125 x 100] intentionally omitted <==

==> picture [127 x 95] intentionally omitted <==

Magnetic Lifter

Magnetic Grill

Mini Electromagnet

==> picture [94 x 110] intentionally omitted <==

==> picture [112 x 96] intentionally omitted <==

==> picture [129 x 76] intentionally omitted <==

Welding Clamp

Magnetic Drum Separator

Magnetic Filter

6

==> picture [63 x 37] intentionally omitted <==

Products

==> picture [116 x 80] intentionally omitted <==

==> picture [118 x 92] intentionally omitted <==

==> picture [113 x 90] intentionally omitted <==

==> picture [56 x 82] intentionally omitted <==

Current Sensing by Copper Manganin Nano Crystalline Hall effect. NiFe, Silicon Shunts and Amorphous, Steel Core, Shields, Assemblies Current Transformers Flux Concentrators And Cores

Torque Sensor

==> picture [121 x 84] intentionally omitted <==

==> picture [93 x 88] intentionally omitted <==

==> picture [121 x 58] intentionally omitted <==

Safety Relay

Magnets Zamak Alloy Castings

7

==> picture [63 x 37] intentionally omitted <==

Current and Voltage Sensing Modules

==> picture [122 x 48] intentionally omitted <==

==> picture [122 x 66] intentionally omitted <==

==> picture [119 x 75] intentionally omitted <==

==> picture [118 x 76] intentionally omitted <==

Hall Shunt Module

Shield Assembly

Clamp-on

CAN Enabled

==> picture [119 x 71] intentionally omitted <==

==> picture [118 x 45] intentionally omitted <==

==> picture [114 x 86] intentionally omitted <==

IOT

Smart Battery Clamp

Battery Monitoring System

8

==> picture [63 x 37] intentionally omitted <==

==> picture [156 x 142] intentionally omitted <==

Designing & Prototyping

Services

==> picture [155 x 141] intentionally omitted <==

Annealing Services with Temperature mapping (TUS, SAT) as per AMS 2750 E

==> picture [156 x 142] intentionally omitted <==

Magnetic Checking

9

==> picture [63 x 37] intentionally omitted <==

Equipment & Facilities

==> picture [117 x 95] intentionally omitted <==

==> picture [118 x 95] intentionally omitted <==

==> picture [83 x 87] intentionally omitted <==

Induction Melting High Temp Hydrogen and Casting Heat Treatment

High Speed Punching Press

==> picture [60 x 93] intentionally omitted <==

==> picture [95 x 86] intentionally omitted <==

==> picture [106 x 72] intentionally omitted <==

Toroidal Core Winding Machine

Dr. Boy Plastic Molding Machine

Vertical Injection Molding Machine

==> picture [96 x 88] intentionally omitted <==

Multi Slide Die Casting

==> picture [63 x 91] intentionally omitted <==

Ultrasonic Plastic Welding Machine

10

==> picture [63 x 37] intentionally omitted <==

Testing Equipment

==> picture [110 x 99] intentionally omitted <==

==> picture [94 x 103] intentionally omitted <==

==> picture [125 x 85] intentionally omitted <==

AEC Q200

Spectrometer

VMM

==> picture [76 x 109] intentionally omitted <==

==> picture [125 x 90] intentionally omitted <==

==> picture [112 x 67] intentionally omitted <==

Loop Plotter

Koerzimat

Keyence Camera System for Automatic Inspection

11

==> picture [63 x 37] intentionally omitted <==

New Product Development

==> picture [588 x 224] intentionally omitted <==

----- Start of picture text -----

STEP 1 STEP 2 STEP 3
Get inquiry Present cost effective Develop product /
from customer solution: 3D Modeling/ assembly till
Simulation / Prototyping successful. Never give
up.
----- End of picture text -----

12

==> picture [63 x 37] intentionally omitted <==

Smart Grid

==> picture [322 x 312] intentionally omitted <==

13

==> picture [63 x 37] intentionally omitted <==

Energy Meters Market

  • Smart Grid

  • AMI (Automated Metering Infrastructure)

    • Smart meters ($28B worldwide - 2025) (188M units)

    • ■ Communication network

  • USA, UK, Germany, France, China, India, Brazil, Spain - biggest investors

14

==> picture [63 x 37] intentionally omitted <==

Smart Meter

  • Real time communication

  • Remote controlling

  • ● Features (variable tariff etc.)

==> picture [261 x 181] intentionally omitted <==

==> picture [267 x 200] intentionally omitted <==

15

==> picture [63 x 37] intentionally omitted <==

Current sensing technology

==> picture [214 x 127] intentionally omitted <==

  • Hall sensor

  • Shunt

  • CT

==> picture [170 x 169] intentionally omitted <==

==> picture [178 x 129] intentionally omitted <==

16

==> picture [63 x 37] intentionally omitted <==

Vehicle Types

==> picture [546 x 298] intentionally omitted <==

17

==> picture [63 x 37] intentionally omitted <==

Current Sensing

==> picture [537 x 300] intentionally omitted <==

18

==> picture [63 x 37] intentionally omitted <==

PML in Automotive market

==> picture [398 x 306] intentionally omitted <==

19

==> picture [63 x 37] intentionally omitted <==

Gas meters

  • Diaphragm type

  • Ultrasonic

==> picture [196 x 196] intentionally omitted <==

==> picture [196 x 196] intentionally omitted <==

20

==> picture [63 x 37] intentionally omitted <==

Business Model

==> picture [203 x 107] intentionally omitted <==

  • B2B

  • Customer designed products

  • Product life cycle

==> picture [218 x 123] intentionally omitted <==

  • Pipeline of projects

  • Increasing Capabilities

==> picture [306 x 171] intentionally omitted <==

21

==> picture [63 x 37] intentionally omitted <==

Capacity and Capex

  • Flexible capacity

  • Plant utilization

  • Low Capex - existing products

  • Tool cost paid by customers

  • Capability building - long term - investments

  • New factory planned

  • Integrate all 3 plants

==> picture [287 x 162] intentionally omitted <==

22

==> picture [63 x 37] intentionally omitted <==

Supply constraints

  • Covid

  • Steel shortage

  • Fluctuations in raw material prices

==> picture [195 x 146] intentionally omitted <==

==> picture [292 x 158] intentionally omitted <==

==> picture [188 x 141] intentionally omitted <==

23

==> picture [63 x 37] intentionally omitted <==

TECHNICAL PARTNERS

==> picture [427 x 224] intentionally omitted <==

PML and magLab AG, Switzerland have a technical collaboration.

By using our combined expertise in magnetic designs, magnetic materials, sensors and high tech manufacturing technology, we develop and productionize innovative technical products & solutions.

They also help in sales of products.

24

==> picture [63 x 37] intentionally omitted <==

Region wise sales expected

==> picture [539 x 334] intentionally omitted <==

25

==> picture [63 x 37] intentionally omitted <==

Application wise Sales expected

==> picture [529 x 328] intentionally omitted <==

26

==> picture [63 x 37] intentionally omitted <==

Yearly trends

==> picture [275 x 171] intentionally omitted <==

==> picture [275 x 171] intentionally omitted <==

==> picture [278 x 159] intentionally omitted <==

==> picture [275 x 142] intentionally omitted <==

27

==> picture [63 x 37] intentionally omitted <==

Disclaimer

This presentation and the accompanying slides (the “Presentation”), by Permanent Magnets Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever.

This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.

Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. The Company is not responsible for any third party statements and projections.

28

==> picture [80 x 73] intentionally omitted <==

Reach us at: [email protected]