AI assistant
Sandhar Technologies Limited Investor Presentation 2019
60876_rns_2019-02-02_5f7ecd9d-b810-4590-aa0b-08e15630dded.pdf
Investor Presentation
Open in viewerOpens in your device viewer
Ref: STL/REG-30/BSE/NSE/2018-19/33 (Revised)
02 nd February, 2019
To, Department of Corporate Services, SSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001
To, Listing Department, National Stock Exchange of lndia Limited C-1, G-8 lock, Bandra-Kurla Complex Sandra, (E), Mumbai - 400 0051
BSE Scrip Code: 541163; NSE: SANDBAR
Sub: Intimation to Stock Exchange - (Revised) Investor Presentation in connection with Un-audited Standalone Financial Results for the quarter and nine months ended 31'1December, 2018.
Dear Sir/Madam,
Th is is in frntherance to our letter dated 02nd February, 20 19 vide ref no. STL/REG-30/BSE/NSE/2018- 19/33, wherein \ye had uploaded Investor Presentation in connection with Un-audited Standalone Financial Resu Its for the quatter and nine months ended 31st December, 2018.
Due to inadve1tence, an error was noticed, which has now been corrected. Kindly take the revised Investor Presentation on record and oblige.
The aforesaid revised presentation is also available on the Company website - www.sanclhargroup.com
Thanking you,
Yours faithfu lly,
FOR SANDHAR TECHNOLOGIES LIMITED
Date: 2019.02.02 19:52:00 +05'30'
(Arvind Joshi) Whole-Time Director, Chief Financial Officer & Company Secretary DIN: 01877905
Encl: As above
Sandhar Technologies Limited
Head Office: 13, Sector-44, Gurugram-122002, Haryana, India. Ph:+91-124-4518900 Registered Office : B-6/20, Local Shopping Complex, Safdarjung Enclave, New Delhi- 110029 Ph: +91-11-40511800 Email - [email protected]; website - www.sandhargroup.com; CIN - U7 4999DL 1987PLC029553 CIN: L749990L1987PLC029553 ARVIND JOSHI Digitally signed by ARVIND JOSHI
SANDHAR TECHNOLOGIES LIMITED
INVESTORS PRESENTATION -4TH FEBRUARY 2019 QUARTER III AND NINE MONTHS ENDED REVIEW - FY 2018-19
Safe Harbour
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 auto components 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. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections.
Industry Performance
(vol. in mn)
YTD December 18 YTD December 18 YTD December 17 ■ ■ ■ ■
Industry Performance
(vol. in mn)
Where are we…….. Consolidated (Un-audited) (fig in Rs Crs)
| YTD Dec'18(UA) | YTD Dec'17(UA) | GR vs LY% | Q3-FY'19(UA) | Q3-FY'18(UA) | Q3-FY'19 VsQ3 FY'18 | |
|---|---|---|---|---|---|---|
| Revenue | 1751.7 | 1464.2 | 19.6% | 576.0 | 465.7 | 23.7% |
| EBITDA | 185.2 | 156.8 | 18.1% | 61.2 | 51.5 | 18.8% |
| EBITDA % | 10.57% | 10.71% | 10.63% | 11.07% | ||
| EBT | 102.7 | 71.5 | 43.5% | 32.5 | 21.9 | 48.5% |
| EBT % | 5.86% | 4.89% | 5.64% | 4.7% | ||
| PAT | 69.6 | 49.6 | 40.2% | 21.3 | 13.7 | 54.7% |
| PAT % | 3.98% | 3.39% | 3.7% | 2.96% | ||
| EPS (Rs/Sh) | 11.5 | 9.7 | 19.1% | 3.5 | 2.7 | 31.5% |
Where are we…….. Standalone (Un-audited) (fig in Rs Crs)
| YTD Dec'18(UA) | YTD Dec'17(UA) | GR vs LY% | Q3-FY'19(UA) | Q3-FY'18(UA) | Q3-FY'19 VsQ3 FY'18 | |
|---|---|---|---|---|---|---|
| Revenue | 1524.5 | 1272.5 | 19.8% | 494.6 | 414.2 | 19.4% |
| EBITDA | 164.0 | 140.8 | 16.5% | 54.0 | 45.5 | 18.7% |
| EBITDA % | 10.76% | 11.07% | 10.9% | 11.0% | ||
| EBT | 101.2 | 72.3 | 39.9% | 31.7 | 21.5 | 47.0% |
| EBT % | 6.64% | 5.69% | 6.4% | 5.2% | ||
| PAT | 68.0 | 49.5 | 37.3% | 20.4 | 15.5 | 31.7% |
| PAT % | 4.46% | 3.90% | 4.1% | 3.7% | ||
| EPS (Rs/Sh) | 11.3 | 9.7 | 16.4% | 3.4 | 3.0 | 11.8% |
Where are we...... (as on YTD Dec-18)
Contract Contract
| Business Segment* | Product Categories* | Customers* | |||
|---|---|---|---|---|---|
| 41.7% | Locking Systems$\bullet$ | 21.1% | RHero | 28.0% | |
| 16.4% | Vision Systems | 9.8% | TVS > A | 22.0% | |
| Sheet MetalÅ | 11.6% | HONDA | 7.0% | ||
| 8.5% | Cabins & Fabrication唯 | 12.8% | UCB | 6.4% | |
| 12.2% | ADC | 16.4% | BOSCH | 4.6% | |
| Plastics-94 | 2.4% | ROYALENFIELD | 4.0% | ||
| 12.9% | Assemblies$\odot$$\overline{\mathbf{O}}$ | 14.1% | TRW | 3.6% | |
| 14829403 | 8.1% | Others(9, 9) | 11.8% | Autoliv | 2.2% |
* Based on Consolidated
Where are we...... (as on YTD Dec-18)
■ 2&3 Wheelers ■ PVs ■ CVs ■ OHVs ■ Others
34.92
97.5
| Customer | OEM Vol(Mn) | STL Gr$%$ | ||
|---|---|---|---|---|
| Hero | 6.0 | 8.2% | 15.8% | |
| TVS > A | 2.9 | 15.4% | 27.3% | |
| HONDA | 0.1 | 3.9% | $-5.3%$ | |
| UCB | NA | NA | 156.6% | |
| BOSCH | NA | NA | 7.7% | |
| ROYALENTIBLE | 0.6 | 6.1% | 12.0% | |
| TRW | NA | NA | 7.3% | |
| Autoliv | NA | NA | 41.7% | |
| TATA HITACHIReliable solutions | NA | NA | 55.2% | |
| ТЛТЛ | 0.5 | 24.0% | 14.4% | |
| 4.8 | 3.2% | 35.0% |
Where are we…….. WOS- Financials
Where to cover………..
(fig in Rs Crs)
Investments : 32.7 Crs EBITDA : (4.26) Crs Vs 0.0 Crs YTD Dec 17 EBT : (7.14 Crs) Vs 0.0 Crs YTD Dec 17
Investments : 51.91Crs EBITDA : 0.80 Crs Vs 0.3 Crs YTD Dec 17 EBT : (1.25) Crs Vs (0.55) Crs YTD Dec 17
Investments : 65.23 Crs EBITDA : 0.19 Crs Vs 0.0 Crs YTD Dec 17 EBT : (3.97) Crs Vs 0.0 Crs YTD Dec 17
Total Investment Rs. 149.84 Crs
Total EBITDA Rs. -3.3 Crs
Total Revenue Total EBT Rs. 106.93 Crs Rs.-12.33 Crs
How we managed Cash during the period …
11
Thank you
Sandhar Technologies Limited
CIN: L74999DL1987PLC029553
Investor Relations: Ms. Charu Khatri
Email: [email protected]