GRAVITANSE2 November 2022

Gravita India Limited

2,505words
5turns
0analyst exchanges
0executives
Key numbers — 40 extracted
25%
t at Sri-Lanka 3 VISION 2026 New recycling verticals E-Waste, Lithium, Rubber, Copper & Paper 25% + Revenue CAGR 35% + Profitability Growth 25%+ ROCE 50%+ Value added products 25%+ Non-Lead
35%
SION 2026 New recycling verticals E-Waste, Lithium, Rubber, Copper & Paper 25% + Revenue CAGR 35% + Profitability Growth 25%+ ROCE 50%+ Value added products 25%+ Non-Lead business Our Priori
50%
ste, Lithium, Rubber, Copper & Paper 25% + Revenue CAGR 35% + Profitability Growth 25%+ ROCE 50%+ Value added products 25%+ Non-Lead business Our Priorities ● Shareholder value ● Return acc
26 %
lue ● Return accretive ● Judicious use of creation growth capital 4 FINANCIAL Highlights 26 % Revenue CAGR - 5 Yrs 34 % PAT CAGR - 5 Yrs 8-9% Consistent EBITDA margins A External credit rat
rs 34
e ● Judicious use of creation growth capital 4 FINANCIAL Highlights 26 % Revenue CAGR - 5 Yrs 34 % PAT CAGR - 5 Yrs 8-9% Consistent EBITDA margins A External credit rating Locking the margins B
rs 8
creation growth capital 4 FINANCIAL Highlights 26 % Revenue CAGR - 5 Yrs 34 % PAT CAGR - 5 Yrs 8-9% Consistent EBITDA margins A External credit rating Locking the margins Back-to-back hedging m
9%
tion growth capital 4 FINANCIAL Highlights 26 % Revenue CAGR - 5 Yrs 34 % PAT CAGR - 5 Yrs 8-9% Consistent EBITDA margins A External credit rating Locking the margins Back-to-back hedging mech
75%
margins Back-to-back hedging mechanism in place 11 Years History of sustainable dividend payouts 75% Profit from overseas business with only 30% of the capital employed Revenue 25% 1348 29% 1410
30%
lace 11 Years History of sustainable dividend payouts 75% Profit from overseas business with only 30% of the capital employed Revenue 25% 1348 29% 1410 29% 33% 71% 67% 28% 1242 25% 75% 102
29%
youts 75% Profit from overseas business with only 30% of the capital employed Revenue 25% 1348 29% 1410 29% 33% 71% 67% 28% 1242 25% 75% 1029 28% 72% 656 29% 71% 2216 36% 64% 160 1
33%
t from overseas business with only 30% of the capital employed Revenue 25% 1348 29% 1410 29% 33% 71% 67% 28% 1242 25% 75% 1029 28% 72% 656 29% 71% 2216 36% 64% 160 140 120 100 80
71%
m overseas business with only 30% of the capital employed Revenue 25% 1348 29% 1410 29% 33% 71% 67% 28% 1242 25% 75% 1029 28% 72% 656 29% 71% 2216 36% 64% 160 140 120 100 80 60
Guidance — 1 items
Subject
opening
additional revenues and 40.53 44.02 gross margin of 20% 21.28 14.92 Started Plastic Recycling Plant at Ghana ● Annual capacity – Phase 1 – 1200MTPA ● Further plan to increase capacity to 2,700 MTPA in Phase 2 ● Investment made – Rs.1.9Cr.
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Risks & concerns — 2 flagged
Value Added Products % in revenue 44% 42% 42% 42% 34% 32% 28% 50% 45% 40% 35% 30% 25% 20% Customized Aluminium Alloys Plastic Granules Pet Flakes - Food grade FY17 FY18 FY19 FY20 FY21 FY22 H1 FY23 20 Risk Mitigation by BACK TO BACK HEDGING mechanism Back-to-Back Hedging Core Inventory +Back-to-Back Hedging • To mitigate the risk of commodity prices fluctuation from June.
Subject
• Uses scrap of lead, aluminum ,plastic and rubber in manufacturing of finished goods and has a process in place to collect the scrap and recycle the same • Systems in place to mitigate the exposure risk of hazardous materials
Recycling Waste
Speaking time
Subject
1
Recycling Waste
1
Conserving Nature
1
Energy Conservation
1
Alternate Energy Source
1
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Opening remarks
Subject
Intimation under Regulation 30 of SEBI (LODR) Regulation, 2015 Dear Sir/Madam, In Compliance Requirements) Financial Statements of Regulation Regulations, 30 of Schedule III of SEBI (Listing Obligation 2015, we submit herewith the Investor Presentation and Disclosure on the Unaudited of the company for the quarter and half year ended 30lh September, 2022. Yours Faithfully For Cravita India Limited Nitin Gupta (Company FCS: 9984 Secretary) Enel.: As Above WORKS & Regd. Office: 'SAURABH', Chittora Road, Diggi-Malpura Road Tehsil: Phagi, JAIPUR- 303 904, Raj. (INDIA) Phone: +91-9928070682 Email: companysecreta.-y@gravitaindia.com o We Recycle to Save Environment NITIN GUPTADigitally signed by NITIN GUPTADN: cn=NITIN GUPTA c=IN l=JAIPUR o=Personal e=NITIN.GUPTA@GRAVITAINDIA.COMReason: I am the author of this documentLocation: Date: 2022-11-02 18:23+05:30 INVESTOR PRESENTATION Nov 2022 Towards Clean, Green & Sustainable Future GRAVITA, Started In 1992 by First Generation Entrepreneur RAJAT
Recycling Waste
• Uses scrap of lead, aluminum ,plastic and rubber in manufacturing of finished goods and has a process in place to collect the scrap and recycle the same • Systems in place to mitigate the exposure risk of hazardous materials
Conserving Nature
• Consciously track usage of these resources – water, energy and raw materials, throughout all operations
Energy Conservation
1,80,000 MT+ Scrap collection • Utilizing alternate sources of energy by installing solar panels for its plants situated at Mundra, Chittoor, Phagi and SEZ Jaipur thereby minimizing the consumption of electricity from commercial electricity boards
Alternate Energy Source
1,30,000 MT + Recycled products Our Priorities delivered • Uses pyrolysis oil generated during waste rubber recycling process as an alternate source of energy for ● Judicious use of recycling of Lead & Aluminium • Using carbon briquettes as an alternate source of energy during recycling process capital 26 ENVIRONMENT, SOCIAL & CORPORATE GOVERNANCE Involved in Making Holistic & Meaningful Contributions to Society 4 Round of ESOPs 2% Equity holding in Employee Welfare Trust 4% Women employees OHSAS 18001 Certified Rs. 73 Lakh CSR spending Our Priorities • Engagement Platforms of Customers & Partners: Customers: Regular business meetings, Customer satisfaction survey • Product/Service Safety and Quality: Identify areas for improvement at every stage of manufacturing to provide the best value possible in the products Gravita produce • Diversity and Inclusion: The Company has 67 permanent women employees as on 31st March, 2022; Women in the total workforce: 4% • Lower Staff Turnover Rate: A
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