Godawari Power And Ispat limited
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Key numbers — 40 extracted
194013%
rs.
2
28%
Rs. 1607
42%
18%
Rs. 492.8
INR 45,611
30%
Rs. 454.1
65%
INR 49,110
Guidance — 4 items
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opening
“Project Completed & started operating leading to higher share of value added products.”
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opening
“Iron Ore Pellets 2.1 mt NIL 2.4 mtpa Project completed in March'21 Sponge Iron 0.5 mt NIL 0.6 mtpa Project completed.”
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opening
“Project commissioning expected by end of Q1FY23.”
Near Term Growth Triggers
opening
“Dinesh Gandhi (Non-Executive Director) 3 decades of Accounts, Financing; Chartered Accountant Finance & experience in Project Ms.”
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Risks & concerns — 1 flagged
The Risk and uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand / supply and price conditions in domestic and international markets.
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Speaking time
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Opening remarks
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Equity Shares - NSE: GPIL & BSE: 532734 Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation for O3FY22 The copy of the said presentation is also being hosted on the website of the company viz., www.godawaripowerispat.com. The said presentation will also be shared with various Analysts/investors. Thanking you, Yours faithfully, For, Godawari Power And [spat Limited cee Y.C. Rao Company Secretary Enel: As Above Godarwari Power & spat Limited At$0 9001.201$,40 14001.201$440400120¢id 0op 0etc194013% Registered Office armed Works Plot No. 428/2,Phase l, industrial Area, Silt@rs oipur 49311,Chhottisgarh, Indio P. 4917714082333,F. 49 771 4082234 Corporate Address: Hire rode, Near New Bus Stand, Pandri, Raipur 49200l, Chhattisgarh, ldio P +91771 4082000,F +91 771 4057601 www.gcdaworipo+eris.pot.con, wwwhir0goop.con Q3 FY22 Investor Presentation 31st January’2022 Disclaimer This presentation and
Increased stakes
o GGEL – 77.82% to 99.95% o GEL – 51% to 100% o HFAL – 52.79% to 54.7% to 56.45% (HFAL is now a subsidiary) Strong focus on Sustainability – Strengthening the ESG Framework Aligned with United Nations’ 10 principles for manufacturing responsibility and environmental sustainability Environment Responsibility Social Responsibility Governance Framework o Investing in environmentally friendly technologies o Focussed on renewable sources of energy o Reducing carbon footprints – aiming at Carbon Neutral growth through new solar PV projects o Strong community engagement o Talent development through skill set training and mentoring o Developing a stable eco – system of vendors o Strategic Clarity – delivering as per stated strategy (Sale of non core assets; balance sheet strengthening) o Disciplined capital allocation o Robust risk management framework 19 International & Domestic Tailwinds International Market o Iron ore prices have recovered to US$139/t up almost 50% from the bottom seen in l
Near Term Growth Triggers
o Asset optimisation: Production capacity increasing over last few quarters o Cost Optimisation: 70 MW captive solar PV plant to replace grid power; Power cost saving of INR 3/unit Increased Captive Consumption Provides Significant Margin Expansion Significant captive mining capacity aid in lowering costs & improving margins Iron Ore Production (MT) Captive Mining Started operations at Ari Dongri Mine Started operations at Boria Tibu Mine & expanded production at Ari Dongri 5 9 6 , 4 4 , 4 8 5 3 , 6 2 , 3 0 1 4 , 0 3 , 3 2 1 6 , 3 9 , 6 0 9 0 , 5 7 , 1 1 8 2 3 , 7 5 , 6 • Increased captive mining to aid in lowering cost and improving margins. Power 3 9 6 , 9 7 , 5 1 4 8 3 , 7 4 , 5 1 9 2 6 , 7 5 , 6 1 0 2 9 , 9 9 , 6 1 • In-plant power generation capacity of 73 MW • 42 MW captive energy from waste heat recovery + 11 MW from coal thermal plant + 20 MW biomass power capacity • Additional 25 MW from Jagdamba Power • Setting up additional solar power capacity Water • Agreement with Chhatti
Company Contact
Sheetal Khanduja Go India Advisors sheetal@GoIndiaAdvisors.com M:+91 97693 64166 Sanjay Bothra sanjay.bothra@hiragroup.com Godawari Power and Ispat Ltd. M: +91 98939 00152 YC Rao Yarra.rao@hiragroup.com Godawari Power and Ispat Ltd. M:+91 9630038861 37
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