Oriental Aromatics Limited
2,665words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
INR
16,978
7,900 MT
6,200 MT
6,000 MT
INR 8,688
INR 759
INR 925
INR 533
10.65%
INR 15.84
12.51%
8.81%
Guidance — 2 items
Capital Expenditure Update
opening
“Due to this decision, we have saved almost 7% to 8% in project costs.”
Capital Expenditure Update
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Advertisement
Risks & concerns — 1 flagged
• Margin and profitability pressure continued due to significant increases across all input costs due to the impact of geopolitical issues and US Dollar appreciation, however raw material costs are showing signs of stabilization from mid of the quarter and in some cases have started showing downward correction as well.
— Flavours and Fragrances
Speaking time
1
1
1
1
Advertisement
Opening remarks
Flavours and Fragrances
• Ambernath, Maharashtra - 6,000 MTPA R&D Facilities • Centre for Innovation at Mumbai • Process re-engineering lab at Vadodara FY22 Consolidated Financials Op. Income INR 8,688 Mn PBT INR 759 Mn EBITDA INR 925 Mn Net Profit INR 533 Mn EBITDA Margin 10.65% EPS INR 15.84 ROCE 12.51% ROE 8.81% 2 3 Company Overview Company Overview • The Fragrance and Flavours business of Oriental Aromatics was founded by Mr. Keshavlal Bodani in • 1955 and has been nurtured and handed down to three generations of the Bodani’s. In August 2008, Oriental Aromatics’ promoters acquired a controlling stake of 57.66% in the listed entity of Camphor & Allied Products Ltd.(CAPL), a key supplier of Camphor and other specialty aroma chemicals. Furthermore in April, 2017,Oriental Aromatics was fully amalgamated into the listed entity and thereafter, the name of CAPL was changed to Oriental Aromatics Limited (OAL). • Today, the Company is one of the largest manufacturers of variety of specialty based aroma chemicals,
Capital Expenditure Update
• The capex plans for all expansion projects in the group are going ahead in full swing. We are glad that we paused our capex plans briefly in Q1-FY23, due to unreasonable increase in input costs then. Due to this decision, we have saved almost 7% to 8% in project costs. Now that the prices have stabilized, although at higher levels in some cases, we are focusing on execution and time lines for commissioning of the projects at the earliest. 8 Q2-FY23 Consolidated Income Statement (IND-AS) Particulars (INR Mn) Q2-FY23 Q2-FY22 Revenue from Operations Total Expenses EBITDA EBITDA Margins (%) Other Income Depreciation Finance Cost PBT Tax PAT PAT Margins (%) Basic/Diluted EPS (INR) 2,208 2,062 146 6.61% 23 48 33 88 25 63 2.85% 1.88 2,305 2,107 198 8.59% 20 41 10 167 46 121 5.25% 3.61 Y-O-Y (4.2)% (2.1)% (26.3)% (198) Bps 15% 17.1% NA (47.3)% (45.7)% (47.9)% (240) Bps (47.9%) Q1-FY23 2,336 2,171 165 7.06% 20 47 24 114 30 84 3.60% 2.50 Q-O-Q (5.5)% (5.0)% (11.5%) (45) Bps 15% 2.1% 37.5% (22.
Valorem Advisors Disclaimer
Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and 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. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further information please contact our Investor Relations Representatives: For further information please contact our Investor Relations Representat
Advertisement