ADORNSE15 November 2022

Ador Welding Limited

1,673words
3turns
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Key numbers — 31 extracted
rs,
15th November, 2022 BSE LTD. NATIONAL STOCK EXCHANGE OF INDIA LTD. st Phiroze Jeejeebhoy Towers, 1 Floor, Dalal Street, Company Scrip Code: 517041 Fort, Mumbai – 400 023 Exchange Plaza, C-1, B
Rs. 185
to investment in the Company. Creating The Best Welding Experience 3 Business Overview Q2 Sales Rs. 185 Cr. Q2 PBT 7.2% HY1 PBT 8.3% • Highest sales in Q2 • Q-o-Q increase of 17% • Expansion of 60 bps
7.2%
Company. Creating The Best Welding Experience 3 Business Overview Q2 Sales Rs. 185 Cr. Q2 PBT 7.2% HY1 PBT 8.3% • Highest sales in Q2 • Q-o-Q increase of 17% • Expansion of 60 bps from Q2-FY’22 •
8.3%
ating The Best Welding Experience 3 Business Overview Q2 Sales Rs. 185 Cr. Q2 PBT 7.2% HY1 PBT 8.3% • Highest sales in Q2 • Q-o-Q increase of 17% • Expansion of 60 bps from Q2-FY’22 • On-par with F
17%
verview Q2 Sales Rs. 185 Cr. Q2 PBT 7.2% HY1 PBT 8.3% • Highest sales in Q2 • Q-o-Q increase of 17% • Expansion of 60 bps from Q2-FY’22 • On-par with FY’22 • Expansion of 150 bps from HY1-FY’22 • E
60 bps
. 185 Cr. Q2 PBT 7.2% HY1 PBT 8.3% • Highest sales in Q2 • Q-o-Q increase of 17% • Expansion of 60 bps from Q2-FY’22 • On-par with FY’22 • Expansion of 150 bps from HY1-FY’22 • Expansion of 90 bps from
150 bps
Q2 • Q-o-Q increase of 17% • Expansion of 60 bps from Q2-FY’22 • On-par with FY’22 • Expansion of 150 bps from HY1-FY’22 • Expansion of 90 bps from FY’22 • Steel Output & Consumption showing upward trend
90 bps
n of 60 bps from Q2-FY’22 • On-par with FY’22 • Expansion of 150 bps from HY1-FY’22 • Expansion of 90 bps from FY’22 • Steel Output & Consumption showing upward trend • Pickup in Capex by Steel Plants sh
50%
office in JAFZA 14 12 10 8 6 4 2 - 8 9 9 9 5 12 • On track to achieve 50% growth • Position ADOR as an MNC • Restructure Distribution Network in Middle East • Focus on Ke
Rs. 145
, fabrication, erection & commissioning of complete demountable flare package • Order Value of Rs. 145 Cr. (inclusive of GST) • Execution timeline of 30 months Creating The Best Welding Experience 9
15%
11.3 Q1 FY'22 Q2 FY'22 Q3 FY'22 Q4 FY'22 Q1 FY'23 Q2 FY'23 Results as % of Revenue 15% 13% 11% 11% 11% 10% 20.0 19.0 18.0 17.0 16.0 15.0 14.0 13.0 12.0 11.0 10.0 17% 1
13%
3 Q1 FY'22 Q2 FY'22 Q3 FY'22 Q4 FY'22 Q1 FY'23 Q2 FY'23 Results as % of Revenue 15% 13% 11% 11% 11% 10% 20.0 19.0 18.0 17.0 16.0 15.0 14.0 13.0 12.0 11.0 10.0 17% 15% 1
Guidance — 2 items
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opening
Segment Revenue 14 8 10 7 16 14 12 10 8 6 4 2 - 6 4 Q1 FY'22 Q2 FY'22 Q3 FY'22 Q4 FY'22 Q1 FY'23 Q2 FY'23 • Division has already Surpassed the Order Booking Target of Rs.
Updates on Amalgamation of ADFL with AWL
opening
Please be quick & precise with your questions • Please avoid asking questions, already answered or covered in the presentation • Anyone interested in asking questions are requested to put their name & organization in the chat box, stating their desire to ask questions and it will be answered in sequence of receiving names in the chat box • The end-time of meeting / call will be 6.00 pm, irrespective of no.
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Risks & concerns — 1 flagged
These statements are “forward looking statement.” All such statements, estimates & projections reflect various assumptions by management concerning possible anticipated results and are subject to risk & uncertainties, which may cause the Company’s actual future results to differ from those expected by the Investors.
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Speaking time
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Updates on Amalgamation of ADFL with AWL
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Opening remarks
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th Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and further to our letter dated 04 November, 2022, this is to inform that Analys ts / Institutional Investors Meet was held today, i.e. on Tuesday, 15 November, 2022, through the electronic medium of video conferencing (Zoom Platform) with Analysts / Institutional Investors. They were generally informed about the Company’s progress, updates on business / financials with respect to the Unaudited Financial Results for second quarter and half-year ended 30 September, 2022, updates on amalgamation and we also addressed analysts / Investors’ queries. Further, no unpublished price sensitive information (UPSI) was discussed / shared during the interactions. th th We are attaching herewith the Presentation made at the said Meeting. The same is also being uploaded on the Company at https://www.adorwelding.com/wp-content/ uploads/2022/11/AWL-Investor-Presentation-15th-November-2022.pdf the w
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As above ADOR WELDING LIMITED Regd. & Corporate Office: Ador House, 6, K. Dubash Marg, Fort, Mumbai - 400 001 – 16, Maharashtra, India. +91 22 6623 9300 I www.adorwelding.com 1800 233 1071 I care@adorians.com I +91 20 40706000 | CIN: L70100MH1951PLC008647 INVESTOR PRESENTATION 15th November 2022 Creating The Best Welding Experience 1 Agenda I Business Overview I Updates I Performance I Status of Merger Creating The Best Welding Experience 2 Disclaimer I I I This Investor Presentation by Ador Welding Ltd. (“Ador / the Company”) is solely for informational purposes. This presentation does not constitute an offer or invitation, directly or indirectly, to purchase or subscribe for any securities of Ador. The information contained herein has been prepared to assist prospective investors in making their own evaluation of the Company. It does not purport to be all-inclusive or to contain all of the information that a prospective or existing investor may desire. In all cases, interested partie
Updates on Amalgamation of ADFL with AWL
• The no-objection certificate (NOC) for the proposed scheme of amalgamation of ADFL with AWL have been received from Stock Exchanges. • Company is in process of filling application in NCLT. Creating the best welding experience 19 Q&A Creating The Best Welding Experience 20 Guidelines Strengths • Due to the time constraints, we would be limiting a maximum of 2 to 3 questions per participant. Please be quick & precise with your questions • Please avoid asking questions, already answered or covered in the presentation • Anyone interested in asking questions are requested to put their name & organization in the chat box, stating their desire to ask questions and it will be answered in sequence of receiving names in the chat box • The end-time of meeting / call will be 6.00 pm, irrespective of no. of questions pending • This call will be recorded for compliance purpose Creating The Best Welding Experience 21 THANK YOU Creating The Best Welding Experience 22
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