GENUSPOWERNSEAugust 11, 2023

Genus Power Infrastructures Limited

5,743words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
lot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051. BSE Limited P.J. Towers, Dalal Street, Fort, Mumbai – 400001 (NSE Symbol: GENUSPOWER) (BSE Code: 530343) Dear Sir/Mada
15 million
acy orders will likely be fulfilled by Q2FY24 • Became the First company in Asia Pacific to supply 15 million Smart Meters • Indigenously Vending accredited certification Software with developed AgrimTM S
40%
t Meters • Indigenously Vending accredited certification Software with developed AgrimTM STS +40% 261.1 187.0 +100% 28.6 14.3 Q1FY23 Q1FY24 Q1FY23 Q1FY24 PAT (Rs. Crores) Cash PAT (Rs. C
100%
ously Vending accredited certification Software with developed AgrimTM STS +40% 261.1 187.0 +100% 28.6 14.3 Q1FY23 Q1FY24 Q1FY23 Q1FY24 PAT (Rs. Crores) Cash PAT (Rs. Crores) +2,863% 19.3
2,863%
187.0 +100% 28.6 14.3 Q1FY23 Q1FY24 Q1FY23 Q1FY24 PAT (Rs. Crores) Cash PAT (Rs. Crores) +2,863% 19.3 +604% 25.5 0.7 Q1FY23 Q1FY24 Q1FY23 Q1FY24 3.6 Standalone Results As per IND-AS No
604%
8.6 14.3 Q1FY23 Q1FY24 Q1FY23 Q1FY24 PAT (Rs. Crores) Cash PAT (Rs. Crores) +2,863% 19.3 +604% 25.5 0.7 Q1FY23 Q1FY24 Q1FY23 Q1FY24 3.6 Standalone Results As per IND-AS Note: Cash PAT
Rs. 8,200 Crore
Order Book • Post the order inflow in August 2023, our total order book, now stands in excess of Rs. 8,200 Crore (net of taxes) • Many State Electricity Boards (SEBs) have initiated the process of inviting bids
49.5 million
ith United States International Development Finance Corporation (“DFC”) to obtain a Loan up to USD 49.5 million to scale up the deployment of electric smart meters. • DFC is America’s development finance instit
19.70%
ime Infra Ltd. Merger Yajur Commodities Limited (a group company of Genus Power in which it owns 19.70% stake) Post Amalgamation subsidiary companies will cease to exist Genus Prime Infra Limited ✓
rs 268.6
Genus Power Infrastructures Ltd (standalone entity) 5 Performance Highlights For Last Few Quarters 268.6 275.4 268.0 248.3 165.1 168.8 190.7 195.9 177.8 181.0 187.0 130.4 84.0 261.1 218.6 200
33%
Crores) Standalone Results As per IND-AS 6 Robust Order Book Order Book (Rs. Crores) 6,339 +33% 1,498 943 931 1,080 1,696 We upgrade our technology and product offering at regular interva
Rs. 2,209.84 crore
uarter ended June 30,2023, one of the wholly owned subsidiary has been awarded letter of award for Rs. 2,209.84 crores (net of taxes) Genus uniquely positioned to suffice needs of the rising demand of Meters Our t
Guidance — 9 items
Registered Office
opening
No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
Registered Office
opening
We anticipate that the existing backlog of legacy orders will likely be fulfilled by Q2FY24 • Became the First company in Asia Pacific to supply 15 million Smart Meters • Indigenously Vending accredited certification Software with developed AgrimTM STS +40% 261.1 187.0 +100% 28.6 14.3 Q1FY23 Q1FY24 Q1FY23 Q1FY24 PAT (Rs.
Registered Office
opening
We anticipate that the current backlog of low margin legacy orders will be mostly executed in Q2FY24.
Registered Office
opening
We anticipate a substantial recovery in revenue from Q3FY24 onwards on back of our robust orderbook and consistent order inflow, further bolstered by the normalisation of the supply chain.
Registered Office
opening
We anticipate robust order inflows, significant revenue growth, improved operating margins, and a more efficient working capital cycle for the Indian metering sector.
DISCOMs will have to
opening
The kill switch will be operated via Internet.
DISCOMs will have to
opening
This will give power to utility providers to start and stop the supply at the click of a button Increased customer involvement As all the data collected will be uploaded on the Internet the customers will be able to access it using their smart phones application.
DISCOMs will have to
opening
This will give them a clear idea about daily, hourly and even per-minute consumption, and how it is billed Prepaid Schemes Customers will be able to recharge their meters to the amount of energy usage and consume only that much.
DISCOMs will have to
opening
This will help consumers save money, and take the load of billing off the local body Consumption Patterns As consumers will be able to access the data on their mobile phones / tablets / PCs, they will be able to cut their expenses using simple strategies.
Advertisement
Risks & concerns — 3 flagged
• The company's operating margins recorded a decline due to the predominance of legacy orders in Q1FY24, which yielded lower margins.
Registered Office
8,200 Crore (net of taxes) • Many State Electricity Boards (SEBs) have initiated the process of inviting bids for the deployment of smart meters, which serves as a testament to the positive impact of the 'Reforms-Based, Result-Linked Power Distribution Sector Scheme'.
Registered Office
The company also witnessed a decline in its operating margins in Q1FY24.
Registered Office
Speaking time
Corporate Office
1
Registered Office
1
DISCOMs will have to
1
Advertisement
Opening remarks
Corporate Office
SPL-3, RIICO Industrial Area, Sitapura, Tonk Road, Jaipur-302022, (Raj.), India T. +91-141-7102400/500 • F. +91-141-2770319, 7102503 E. info@genus.in • W. www.genuspower.com
Registered Office
G-123, Sector-63, Noida, Uttar Pradesh-201307 (India) T. +91-120-2581999 E. info@genus.in Genus Power Infrastructures Limited August 2023 Corporate Presentation 1 Safe Harbour This presentation and the accompanying slides (the “Presentation”), by Genus Power Infrastructures Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness,
DISCOMs will have to
• publish quarterly unaudited accounts in 60 days of the end of each quarter • ensure no new regulatory assets have been created • state governments have paid subsidy in full government bodies have paid bills Evaluation framework for the scheme will be formulated based on the agreed action plan for each individual state Base Year for Evaluation The base year for evaluation will be 2019-20 while trajectories will be set for 2021-22 to 2025-26 across various parameters Funds under the scheme will be released to DISCOMs on meeting pre-qualifying criteria as well as upon achievement of basic minimum benchmarks evaluated on the basis of agreed evaluation framework tied to financial improvements DISCOMs will have to score a minimum 60 marks on the evaluation matrix to be eligible for fund release each year Funding for Metering Other Key Condition for Funding For metering, DISCOMs will be allowed to claim the grant funds in phased manner for every 5% of meters commissioned against total numbe
Advertisement
← All transcriptsGENUSPOWER stock page →