ELECONNSEFinancial Year 2022-2330 January 2023

Elecon Engineering Company Limited

3,118words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs 100
esence with Strong Distribution Network Domestic Market Overseas Market 60+ Distributors & Dealers 100+ Distributors & Dealers 50+ Customer representatives Pan India Presence 30+ Customer repre
rs 50
n Network Domestic Market Overseas Market 60+ Distributors & Dealers 100+ Distributors & Dealers 50+ Customer representatives Pan India Presence 30+ Customer representatives 4 Assembly Center
rs 10
0+ Customer representatives Pan India Presence 30+ Customer representatives 4 Assembly Centers 10 Sales Offices Key Segments & Products Helical/Bevel Helical Gearboxes Worm Gearboxes Couplings
rs 02
Reeling Drum Port Equipment Planet Carrier Gear Wheel Loose Gears Magnet/Weighers/Metal Detectors 02 Business Operation Industrial Gearbox Market Size Global Market (USD Million) 12,254.80 CAGR 4.
4.68%
2 Business Operation Industrial Gearbox Market Size Global Market (USD Million) 12,254.80 CAGR 4.68% 8,501.10 Asia Pacific (USD Million) India (USD Million) 5,044.40 CAGR 5.09% 3,391.20 358.30
5.09%
12,254.80 CAGR 4.68% 8,501.10 Asia Pacific (USD Million) India (USD Million) 5,044.40 CAGR 5.09% 3,391.20 358.30 CAGR 4.52% 251.70 2021 2029 2021 2029 2021 2029 Source : Fortune Busine
4.52%
10 Asia Pacific (USD Million) India (USD Million) 5,044.40 CAGR 5.09% 3,391.20 358.30 CAGR 4.52% 251.70 2021 2029 2021 2029 2021 2029 Source : Fortune Business Insights Growing Sectoral O
9%
. Both Iron-ore and finished steel segment are growing at a faster pace and is expected to grow ~9% in the coming year and in Overseas market there are also some opportunities in Steel Industry l
7%
n Steel Industry like in Africa. Cement Cement consumption in India is expected to grow by ~6 to 7% in the coming year. Elecon has increased its market share with some of the major OEM’s in this
60%
years. Elecon is the leading Planetary Sugar mill gearboxes manufacturer with a market share of ~60% and also trying to capture overseas market like in South East Asia. Leading Position for Long-te
10 MW
on : Single Stage, Double Helical, Speed Reducer Usage : Steam Turbine, Compressor, Blower Power : 10 MW Input Speed : 10,500 rpm Ratio range : 7.2 : 1 Enlarging Portfolio of Planetary Gearbox Product P
43%
03 Financial Performance Q3 & 9M FY23 Financial Performance Q3 FY23 Consolidated In Rs. Cr 43% 9 8 3 2 7 2 Sales Standalone In Rs. Cr 63% 4 0 3 6 8 1 Q3 FY22 Q3 FY23 99% 3 6 2 3 69%
Guidance — 3 items
Overseas Business Revenue
opening
US Euro Area United Kingdom Germany China India* Source: IMF, World Economic Outlook, October 2022 *Note: For India data and forecast are presented on a fiscal year basis.
Overseas Business Revenue
opening
• Despite global economic headwinds, World bank has recently raised India's FY23 GDP forecast to 6.9% from 6.5% earlier as the domestic economy is well positioned to weather global slowdown compared to most other emerging economies.
Overseas Business Revenue
opening
Make In India 100% FDI Inter-ministerial committee 05 ESG Vision Sustainable towards Environment        70% Energy from Renewal Sources • Wind Power - 14 MW • Solar Power – 3 MW • Solar Power Project under progress - 2 MW ~ 85%+ Lighting converted into LED 60% Green Campus ~ 4000 Sq.
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Risks & concerns — 2 flagged
(2022 implies FY23 and 2023 implies FY24) • Global GDP growth is estimated to decline to 2.7% in 2023 on the back of high and persistent inflation, tighter monetary policy and elevated financial and geopolitical uncertainties.
Overseas Business Revenue
• Despite global economic headwinds, World bank has recently raised India's FY23 GDP forecast to 6.9% from 6.5% earlier as the domestic economy is well positioned to weather global slowdown compared to most other emerging economies.
Overseas Business Revenue
Speaking time
Consolidated Revenue
1
Capex Planned
1
Overseas Business Revenue
1
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Opening remarks
Overseas Business Revenue
50% by FY30 Supply to OEMs in European Market Economy Outlook GDP Growth Outlook 2022 2023 % 6 1 . % 0 1 . % 1 3 . % 5 0 . % 6 3 . % 3 0 . % 5 1 . % 3 0 - . % 8 6 . % 1 6 . % 4 4 . % 2 3 . US Euro Area United Kingdom Germany China India* Source: IMF, World Economic Outlook, October 2022 *Note: For India data and forecast are presented on a fiscal year basis. (2022 implies FY23 and 2023 implies FY24) • Global GDP growth is estimated to decline to 2.7% in 2023 on the back of high and persistent inflation, tighter monetary policy and elevated financial and geopolitical uncertainties. • Despite global economic headwinds, World bank has recently raised India's FY23 GDP forecast to 6.9% from 6.5% earlier as the domestic economy is well positioned to weather global slowdown compared to most other emerging economies. t n e m n r e v o G s e v i t a i t i n I ₹7.5 lakh crore capex outlay PLI Scheme The PLI scheme is likely to boost the manufacturing sector and boost capacity creation in the lon
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