IFBINDNSE4 November 2022

IFB Industries Limited

6,714words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
151 crore
on Revenue -27 EBT EBT o/o on Revenue -1.75 -2.38 ROCE 0/6 Crowth in revenue in the 2nd Quarter is (151 crore-the Appliances Division contributed tB2 crore towards this growth followed by {30 crore by the Engi
2 crore
8 ROCE 0/6 Crowth in revenue in the 2nd Quarter is (151 crore-the Appliances Division contributed tB2 crore towards this growth followed by {30 crore by the Engineering Division. 971 74 7.59 36 3.69 17.97
30 crore
uarter is (151 crore-the Appliances Division contributed tB2 crore towards this growth followed by {30 crore by the Engineering Division. 971 74 7.59 36 3.69 17.97 41 1.92 11.64 3B 3.46 18.97 2,ls ! 112 i
1%
age, the growth percentage is Growth is after price increase but net of price increase growth is 1 1%. ln dollar terms, there is negative growth. We have started sensitising our management to why growt
13 crore
gher by 1.2o/o than last year due to higher commodity prices. Thls has reduced the gross margin by ?13 crore, which would have otherwise improved PBDIT. Operating expenses also increased based on higher trave
5.05 crore
se improved PBDIT. Operating expenses also increased based on higher travel costs (an increment of t5.05 crore) and promotion expenses (an increment of t6.45 crore). Lower gross margin and higher operating exp
6.45 crore
based on higher travel costs (an increment of t5.05 crore) and promotion expenses (an increment of t6.45 crore). Lower gross margin and higher operating expenses reduced the PBDIT percentage as compared to the
159.73 crore
ared to the previous year. l04l I 2 ({ in Crore) Five Years Salance Sheet Total borrowing was <159.73 crore as on Quarter end date, including term loan of {l33.52 crore Break-up of borrowing is as follows: B
33.52 crore
s Salance Sheet Total borrowing was <159.73 crore as on Quarter end date, including term loan of {l33.52 crore Break-up of borrowing is as follows: Borrowing ECB Rupee Term Loan Rupee Term Loan Rupe e Term Lo
41 crore
Cash Credit Facility Working Capital Buyer's Credit Working Capital Demand Loan Total ECB Loan (tl41 crore) taken from SCB for our AC plant came down to its cunent position after making a pre-payment of 728
728.32 crore
ore) taken from SCB for our AC plant came down to its cunent position after making a pre-payment of 728.32 crore in January 2O21 and four principal payments in October 2O21 , )anuary 2O22, April 2O22 and )dy 2A22
47.10 crore
en from DBS for our Engineering business was partly pre-paid in December 2A2A 6 reach a balance of t47.10 crore. Thereafter, principal payments were made during the year and the curent balance is722.18 crore. Ho
Guidance — 20 items
Break-up of borrowing is as follows
opening
lo5l 2 We have reduced the Working Capital debt as compared to the previous Quafter and the balance Buyer's Credit utilised of t22 crore from SCB will be paid off by December 2A22.
Break-up of borrowing is as follows
opening
This will be delivered by the end of 2A22.This initiative will be used to significantly improve creditor positions and also improve cash positions in operations.
Break-up of borrowing is as follows
opening
The overall demand scenario in the medium term remains healthy and there is continued growth in demand for higher-end capacities.
Break-up of borrowing is as follows
opening
The pressure on input commoditieslmaterial costs will reduce from the 3rd Quarter onwards and this will help improve margins going forward.
Break-up of borrowing is as follows
opening
There will be a shift from the current models/volume segments to newer star ratings and price points over the 3rd and 4th quarters.
Break-up of borrowing is as follows
opening
This will be completed by the end of FY 22-23.
Break-up of borrowing is as follows
opening
As far as 2-wheeler demand is concerned, it will be stifled in the coming Quarter.
Break-up of borrowing is as follows
opening
We aim to take a higher share of this segment and have begun placing new models in the market.
Break-up of borrowing is as follows
opening
This will be further supported with an introduction of high-end models in the 9 Kg and 10 Kg segments by the end of the 5rd Quarter of FY '22-'25.
Break-up of borrowing is as follows
opening
We have customised this category by introducing red, yellow and mocha coloured themes, which will be unique combinations of washers and dryers offered to consumers.
Advertisement
Risks & concerns — 4 flagged
The pressure on input commoditieslmaterial costs will reduce from the 3rd Quarter onwards and this will help improve margins going forward.
Break-up of borrowing is as follows
The introduction of the new energy norms in the air-conditioning segment have been in a transition period in the 2nd Quarter, which has resulted in a slowdown of the market.
Break-up of borrowing is as follows
A decline in COVID-I9 cases has also helped the economy remain stable.
Break-up of borrowing is as follows
This is in line with our target decided while taking over the Stamping Division from IFB Automotive in August 2019 ' However, we are delayed by 3 years, mainly due to the impact of the COVID-'l9 pandemic, which affected the output of OEMs.
Break-up of borrowing is as follows
Speaking time
Break-up of borrowing is as follows
1
Advertisement
Opening remarks
Break-up of borrowing is as follows
Borrowing ECB Rupee Term Loan Rupee Term Loan Rupe e Term Loan Rupee Term Loan 78.42 Standard Chartered o.42 22.18 1.1.'!,0 L00 0.61 Federal Bank bes ei"k lClCl Bank lclat il;k Federal Bank Steel Division Five Years Engineering Division Five Years Stamping Division Seven Years Seven Years Motor Division Steel Division Home Appliances Steel Division SCB Federal Bank 21.44 4.16 159.73 Cash Credit Facility Working Capital Buyer's Credit Working Capital Demand Loan Total ECB Loan (tl41 crore) taken from SCB for our AC plant came down to its cunent position after making a pre-payment of 728.32 crore in January 2O21 and four principal payments in October 2O21 , )anuary 2O22, April 2O22 and )dy 2A22. Term loan (t7O crore) taken from DBS for our Engineering business was partly pre-paid in December 2A2A 6 reach a balance of t47.10 crore. Thereafter, principal payments were made during the year and the curent balance is722.18 crore. However, the Engineering Division made another pre-payment of {
Advertisement
← All transcriptsIFBIND stock page →