PARAGMILKNSEQ4 FY23May 2, 2023

Parag Milk Foods Limited

3,259words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
6 lakh
far a new day PARAG MILK FOODS: A COMPLETE, INTEGRATED BUS NESS MODEL Ideas for a new day .6 lakh pan India Retail Touch Points 4,500+ Distributors 500+ Super Stockists 29 Depots Manufactu
rs 500
D BUS NESS MODEL Ideas for a new day .6 lakh pan India Retail Touch Points 4,500+ Distributors 500+ Super Stockists 29 Depots Manufacturing Fadlities 3.4 million litres/day Milk Processing C
3.4 million
l Touch Points 4,500+ Distributors 500+ Super Stockists 29 Depots Manufacturing Fadlities 3.4 million litres/day Milk Processing Capacity 10 Lakh litres/day Whey Processing Capacity 110 MT/day e
10 Lakh
tockists 29 Depots Manufacturing Fadlities 3.4 million litres/day Milk Processing Capacity 10 Lakh litres/day Whey Processing Capacity 110 MT/day each of Ghee & Cheese 20 MT/day of Paneer 1
110 MT
3.4 million litres/day Milk Processing Capacity 10 Lakh litres/day Whey Processing Capacity 110 MT/day each of Ghee & Cheese 20 MT/day of Paneer 100% Cow Milk from key milk belts Relationshi
20 MT
ssing Capacity 10 Lakh litres/day Whey Processing Capacity 110 MT/day each of Ghee & Cheese 20 MT/day of Paneer 100% Cow Milk from key milk belts Relationship with over 5 Lakh+ farmers acros
100%
h litres/day Whey Processing Capacity 110 MT/day each of Ghee & Cheese 20 MT/day of Paneer 100% Cow Milk from key milk belts Relationship with over 5 Lakh+ farmers across India ... ,. �
5 Lakh
Ghee & Cheese 20 MT/day of Paneer 100% Cow Milk from key milk belts Relationship with over 5 Lakh+ farmers across India ... ,. � auuaftr \..:I SPalTS M/fflT10N Largest automated dairy
INR 8,009.6
PARAG Ideas far a new day Q4FY23: ROBUST REVENUE GROWTH; MARGIN EXPANDS Ideas for o new day INR 8,009.6 MN INR 1,707.2 MN INR464.2 MN INR 223.5 MN 42.4% GrowthYOY 21.3% Margin 5.8% Margi
INR 1,707.2
a new day Q4FY23: ROBUST REVENUE GROWTH; MARGIN EXPANDS Ideas for o new day INR 8,009.6 MN INR 1,707.2 MN INR464.2 MN INR 223.5 MN 42.4% GrowthYOY 21.3% Margin 5.8% Margin 2.8% Margin
INR464.2
3: ROBUST REVENUE GROWTH; MARGIN EXPANDS Ideas for o new day INR 8,009.6 MN INR 1,707.2 MN INR464.2 MN INR 223.5 MN 42.4% GrowthYOY 21.3% Margin 5.8% Margin 2.8% Margin FY23: SOLID
INR 223.5
NUE GROWTH; MARGIN EXPANDS Ideas for o new day INR 8,009.6 MN INR 1,707.2 MN INR464.2 MN INR 223.5 MN 42.4% GrowthYOY 21.3% Margin 5.8% Margin 2.8% Margin FY23: SOLID ALL-ROUND PERF
Guidance — 1 items
PARAG MILK FOODS
opening
9 bi 11 ion by FY27, Growing at a • over FY19-27 .
Advertisement
Risks & concerns — 1 flagged
She has worked on a wide range of transactional, regulatory and legal risk management advisory.
Water conservation efforts
Speaking time
PARAG MILK FOODS
1
SUPPLY CHAIN OPTIMIZATION
1
Water conservation efforts
1
Advertisement
Opening remarks
PARAG MILK FOODS
A COMPLETE, INTEGRATED BUS NESS MODEL Ideas for a new day .6 lakh pan India Retail Touch Points 4,500+ Distributors 500+ Super Stockists 29 Depots Manufacturing Fadlities 3.4 million litres/day Milk Processing Capacity 10 Lakh litres/day Whey Processing Capacity 110 MT/day each of Ghee & Cheese 20 MT/day of Paneer 100% Cow Milk from key milk belts Relationship with over 5 Lakh+ farmers across India ... ,. � auuaftr \..:I SPalTS M/fflT10N Largest automated dairy farm with ~3000+ Holstein Friesian Cows Direct Consumer base of 1,00,000+ households spread across 5 dties PARAG Ideas far a new day Q4FY23: ROBUST REVENUE GROWTH; MARGIN EXPANDS Ideas for o new day INR 8,009.6 MN INR 1,707.2 MN INR464.2 MN INR 223.5 MN 42.4% GrowthYOY 21.3% Margin 5.8% Margin 2.8% Margin FY23: SOLID ALL-ROUND PERFORMANCE IN A CHALLENGING ENVIRONMENT Ideas for o new day INR 28,926.2 MN INR 5,694.3 MN INR 1,634.9 MN INR 532.5 MN 39.6% GrowthYOY 19.7% Margin 5.7% Margin 1.8% Margin PRODUCT MIX: Q4FY23 Ideas for a
SUPPLY CHAIN OPTIMIZATION
DEPOT & COLO STORAGE RESTRUCTURING BEAT PLANNING IN OPPORTUNITY MARKETS * SFA - Sales Force Automation PARAG Ideas far a new day OUR ESG INIT ATIVES FOC US AREAS LAYING A SOLID FOUNDATION BY ADOPTING ESG POLICIES Ideas for a new day focus centers around reducing the carbon footprint & an optimal waste management SOCIAL focus on the well-being of our milk farmers, employees, distribution partners. GOVERNANCE framework includes business governance, talent governance, & sustainabilrty governance. Adoption of strong Corporate Governance standards. Adoption of ESG Systems. Best Practices of societal improvement through various CSR activities. Adoption of practices for food security & climate change under UN Sustainable Development Goals. CONT NUOUS MONITOR NG A well articulated internal ESG policy in adherence to different certifications. Also abided by IFC's policy framework on ESG. Energy conservation efforts - both thermal & Electrical; employing host of measures.
Water conservation efforts
Recycling of 55% of the requirement. Responsible Effluent & Waste management process. Marked reduction in emission levels. Strict adherence and measurement to the conservation norms. Zero water& land waste norms. Reduction in CO2 emission levels (Scope 1 +2) up to 15%by 2025. OUR ESG FRAMEWORK WAY FORWARD GREEN INITIATIVES @CLIMA E (f) ENERGY FOCUS ON REDUCING AIR l SOIL I NOISE POLLUTION EMISSION I ENERGY CONSERVATION I FOCUS ON RENEWABLES • Installation of solid waste digester. • Monitoring and Control of excess air in boiler. • Biogas generation at farm by converting cow-dung slurry into organic fertilizer. • Power generation through solar • Energy generation through solid waste • Replacement of inefficient pumps • Technology upgradation Ideas for a new day PERFORMANCE Boiler Efficiency Levels (%} PLANS AHEAD REDUCTION IN CO2 EMISSION LEVELS (SCOPE 1 +2) UPTO 15%BY2025 • Further Heat recovery system in boiler (Flue gas heat recovery) PERFORMANCE Reduction In CO2 emission per litre o
Advertisement
← All transcriptsPARAGMILK stock page →