JSLNSE7 February 2023

Jindal Stainless Limited

3,787words
5turns
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Key numbers — 40 extracted
rs,
imited Corporate Relationship Department, 151 Floor, New Trading Ring, Rotunda Building, P J Towers, Dalal Street, Fort, Mumbai - 400 00 I Ph. 022- 2272 3121 , 2037, 2041 , corp.relations@bseindia.co
25%
s steel industry in India #1 ~5 Stainless steel player in India Decades of Group Excellence >25% Domestic Market Share 40+ Exports to countries ~800 Acre Total Land Area (Infra and other f
Rs.203
ials 1.1Mn Tonne Per Annum stainless steel Capacity – with scalable infrastructure in -place ~Rs.203bn ~Rs.28bn FY22 Revenues (Net)* FY22 EBITDA* Company Overview 6 Largest integrated stainless
Rs.28
n Tonne Per Annum stainless steel Capacity – with scalable infrastructure in -place ~Rs.203bn ~Rs.28bn FY22 Revenues (Net)* FY22 EBITDA* Company Overview 6 Largest integrated stainless steel Com
rs 11,00,000
(CRAP) Ferro Alloys Captive Power Plant Unit MMTPA MMTPA MMTPA MW Capacity Equipment Suppliers 11,00,000 450,000 250,000 264 SMS Siemag, Germany Andritz, Austria SMS Siemag, Germany BHEL, India Stainless
5.1%
48.1 50.7 52.2 50.8 ) t m ( 2013 2014 2015 2016 2017 2018 2019 2020* * COVID affected year 5.1% 3.7% R G A C 9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.
3.7%
50.7 52.2 50.8 ) t m ( 2013 2014 2015 2016 2017 2018 2019 2020* * COVID affected year 5.1% 3.7% R G A C 9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.6% 2.
2.6%
1% 3.7% R G A C 9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.6% 2.4% 2.0% 1.9% India continues to be the second largest consumer with consistent growth over th
2.4%
7% R G A C 9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.6% 2.4% 2.0% 1.9% India continues to be the second largest consumer with consistent growth over the year
2.0%
G A C 9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.6% 2.4% 2.0% 1.9% India continues to be the second largest consumer with consistent growth over the years give
1.9%
9 1 0 2 - 0 8 9 1 Stainless Steel Aluminium Copper Carbon Steel Zinc Lead 2.6% 2.4% 2.0% 1.9% India continues to be the second largest consumer with consistent growth over the years given its
20%
Average: 5.5- 6 Source: CRISIL, World Bank, ISSF Diversifying Consumption Pattern 10 1998 20% 2015 6% 2% 1% 7% 11% 17% 57% 2023E 3% 2% 7% 12% 13% 38% 80% 25% Over the past 2 decad
Guidance — 2 items
Email
opening
You unconditionally and irrevocable acknowledge and undertake that you will be solely responsible for your own assessment of the market, the market position, the business and financial condition of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company.
Precision Strip Capacity Expansion
opening
 Expect increased global market share from <3% to >8%  Strengthening current segments Auto, Process Industry incl.
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Speaking time
Email
2
Precision Strip Capacity Expansion
1
Blade Steel Capacity Expansion
1
About Us
1
Opening remarks
Email
National Stock Exchange of India Ltd. Exchange Plaza, 5111 Floor, Plot no. C/1, G Block Bandra-Kurla Complex, Sandra (E), Mumbai-400051 Ph. 022 -2659 8237, 8238, 8347, 8348 Email: cmlist@nse.co.in Security Code No.: 532508 Security Code No. : JSL Sub.: Intimation pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosur·e Requirements) Regulations, 2015 - Investor Conference & Corporate Presentation. Dear Sir, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 20 I 5 (SEBI Listing Regulations), we wish to inform you that Jindal Stainless Limited ("the Company") shall be pa1ticipating at the investor conferences in Mumbai. In this regard, please find mentioned below the details of the conferences: s. No. I. 2. 3. Date Organizer Event 07111 February, 2023 Antique Stock Broking Ltd 08111 February, 2023 Nuvama Wealth Management Ltd Nuvama India Conference 2023 09111 February, 2023 Axis Capital Lt
Precision Strip Capacity Expansion
 Expect increased global market share from <3% to >8%  Strengthening current segments Auto, Process Industry incl. Oil & Gas  Expansion would lead to serve niche segments viz Aerospace, Electric Vehicle etc.
Blade Steel Capacity Expansion
 #1 Producer of Blade Steel Globally  Supplies to all top global Blade Steel Mfr. Integrated expansion for Atmanirbhar Bharat 31 JSL Projects SMS Combo Line HRAP CRAP Ferro Chrome Quality Lab Expenses and Other balancing Sub Total JSL Existing Capacity MTPA 1.10 0.80 0.45 0.25 Incremental Capacity MTPA 1.00 0.45 0.30 0.10 Total JSL MTPA Est. Capex INR Cr Est. Completion 2.10 1.25 0.75 0.35 530 1,250 Q4 FY23 Q4 FY23 Q3 FY24 315 55 2,150 JSHL Projects Existing Capacity KTPA Incremental Capacity KTPA Total SPD KTPA Est. Capex INR Cr Est. Completion Precision Strip PS Phase -1 PS Phase-2 Blade Steel BS Phase -1 BS Phase-2 Sub Total JSHL Total Project Cost 22 14 38 26 12 10 6 4 60 24 √ Q4 FY23 √ Q2FY24 250 200 450 2,600 Leadership Play 32 Leadership position in the fast growing Value-Added stainless steel sector Integrated and Innovation led operation along with cost efficiency - State-of-art facilities Strong and deleveraged balance sheet/ capital structure Wide spread distribution netwo
About Us
Jindal Stainless Ltd. (JSL) is amongst the leading stainless steel manufacturing companies in the world and India's largest stainless steel manufacturer. The Company operates an integrated stainless steel plant at Jajpur, Odisha. The complex has a total stainless steel capacity of 1.1 million tonnes per annum. JSL has the ‘State-of-the-Art’ machinery and engineering from the best of European suppliers, capable of producing globally competitive stainless steel products. The Company has a well- established distribution network with service centers in both domestic and an overseas market to serve its customers. A leader and a name synonymous with ‘Enterprise’, ‘Excellence’ and ‘Success’, Company’s ethos mirrors most characteristics similar to the metal it produces; akin to stainless steel JSL is innovative and process; strong and unrelenting in its versatile in its thought operations. JSL’s growth over the last 4 decades has been backed by the excellence of its people, value driven busine
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