RattanIndia Enterprises Limited
4,363words
16turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Rs. 1,472
Rs. 692
Rs. 178
113%
Rs.1,212
Rs. 688
76%
20 million
40 lakh
100%
rs 31
Guidance — 6 items
Advisory board entrusted with
opening
“Indian EV market, valued at $3 billion in 2022, is expected to grow to $114 billion by 2029, at a CAGR of 67% EV 2 wheelers widely touted as the future of low carbon transportation.”
Credit Demand Growth
opening
“54% CAGR 2018-22 % RETAIL MARKET SEGMENTS 29.9% Home Loans 9.4% Agri Loans 9.3% Personal Loans 7.3% Business Loans 5.5% Auto Loan 5.4% Gold Loan 2.1% Credit Cards 0.9% Two-wheeler Loans 0.4% Consumer Durable Loans 29.8% Others 100% Total Retail lending in FY22 stood at Rs.”
Source
opening
“Fintech industry is expected to grow at 42% CAGR from 2022 -28, crossing USD 350 billion.”
Source
opening
“This growth is supported by increase in availability of smartphones and internet connectivity, which has expanded access to digital platforms, making it easier for consumers to avail digital credit services ) n o i l l i B D S U ( 400 350 300 250 200 150 100 50 0 354.3 257.8 179.4 118.3 82.8 61.0 11.9 16.1 20.6 44.0 31.0 In FY2022, digital retail credit crossed 250 USD billion indicating CAGR of 46.2% over CY2018.”
Source
opening
“5,608 Cr as on 31 March 2023 50 Brief update on 1350 MW Sinnar, Nasik Power Plant • STPL is working closely with the Government, various departments and lenders to work out a potential resolution plan • Accordingly, Sinnar Thermal Power Limited (STPL), a subsidiary of RPL, is in active discussions with all the stakeholders of the including the agencies appointment by state government and lenders, to work a detailed business plan and Project, operationalizing strategy.”
Source
opening
“• Lenders have indicated to support the project operations • NCLT (New Delhi), on 19th September 2022, admitted the application filed by an operational creditor which it had filed in October 2019 under section-9 of IBC.”
Risks & concerns — 1 flagged
418.07 crores+ ❖ Registered Customers till date: 474k ❖ Number of credit score checks till date: 222.9k ❖ Integrated with Account Aggregator Network … Real time banking transactions with 13 banks already live ❖ Q1FY23 overall product wise count booking increased ~17% compared to Q4 FY23 • No Capital at risk • Progress at the speed of a click • Built for sustained scale up • Web aggregation at core 46 Partners for Success!
— Source
Speaking time
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Opening remarks
Note
1. Report on Banking Industry by IBEF 2. Report on “India likely to have 900 million active internet users by 2025” by IBEF 3. Care Industry Report 4 Our philosophy on business ⚫ New Age businesses ⚫ ESG compliant ⚫ Direct to consumer engagement ⚫ Staying away from debt-heavy businesses ⚫ Low capex ⚫ Clean tech focus ⚫ Rapid scalability ⚫ Aiming to be amongst the leaders REL is a family of strategic growth platforms 5 Our business interests E-commerce 100% subsidiary Electric Vehicles 100% shareholding Drones 100% subsidiary Fintech 100% subsidiary Invested in the future 1 Matternet2 Residual equity holding - RattanIndia Power 19.81% shareholding
Note
1. NeoSky holds 60% stake in TAS 2. Strategic investment approved by Shareholders 6 Advisory Board of eminent professionals Mr. Arun Duggal Mr. Yashish Dahiya Co-founder and Group CEO of Policybazaar Chairman of ICRA (A Subsidiary of Moody's USA) and ex-Chief Executive Officer of Bank of America – India ) Mr. Ranu Vohra Co-founder and Executive Vice Chairman, Avendus Capital Mr. Jan Preiss Mrs. Anjali Rattan Nashier Mr. Rajiv Rattan Co-founder and CEO of Oxford Latinitas, UK Co-founder & Business Chairperson, RattanIndia Enterprises Co-founder & Chairman, RattanIndia Group
Advisory board entrusted with
⚫ Building investment strategy ⚫ Reviewing investment proposals ⚫ Monitoring performance of investee companies and subsidiaries ⚫ Assisting the management with external relationships 7 Our governance 50% of Board is independent Statutorily audited by Walker Chandiok & Co LLP (GT) Governance committees headed by Independent Directors Audit, Nomination and Renumeration, Corporate Social Responsibility (CSR) Stakeholders’ Relationship Robust regulatory compliance Guided by qualified and competent Advisory Board 8 Businesses of the future Smarter take on opportunities 9 9 10 Universe of possibilities: E-commerce platform Partnering vendors in their growth Helping MSME’s go online Seller on Amazon.in Other online marketplaces Private Brands Licensing of brands Capitalizing on full potential of e-commerce universe through multi-faceted foray Drivers of growth: a) Robust IT infrastructure, b) Strong physical setup, c) 880+ brands 11 Opportunity of a lifetime! 20% 15% 10% 5% 0% 300 250 200 150
Source
Report by Deloitte on Electric Vehicle and Mobility -POV Auto Car Pro Your Story Care Industry Report 23 The e-mobility value chain revenue pool is estimated to reach up to $100 billion in FY30! EV revenue pools along e-mobility value chain (2030, $B) 10-13 7-9 7-11 40-51 6-8 1-2 5-6 Total ~$100B 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Battery EV auto components software and telematics Other Components (chassis, motors, plastic parts etc…)
Source
Report by Deloitte on Electric Vehicle and Mobility -POV Auto Car Pro Your Story % Share 3W: 4 2CV: 2 2W: 33 4W: 41 Auto OEM, sales and service Charging Mobility Battery Swapping 24 RV 400, India’s most advanced AI enabled, nextgen electric motorcycle Mobile touch-based operations: Start, Stop, Locate, Lock, Unlock, Hazard alert, Geofencing Voice command-based bike operations - start, stop, find my bike, hazard alert Key technical features Geofencing alerts Historical ride data – past rides, kilometres, routes, battery usage etc. High strength cradle frame Centre of Gravity & Weight distribution/ strategically positioned battery pack Battery status on mobile app Customized 4 Engine Sounds to suit your mood USD (Upside Down) front forks suspension used only in premium bikes. State of art Ergonomics and Adjustable riding positions Entire remote key is now on mobile Charging status on mobile app Artificial Intelligence Adjustable rear monoshock Ground clearance/ 215mm highest in the segme
HQ and Factory
Manesar, Haryana Patna Lucknow Agra Guwahati Kolkata Bhubaneshwar Raipur Durg Faridabad Delhi Noida Jaipur Ahmedabad Rajkot Surat Bhopal Indore Hyderabad Nanded Mumbai Pune Aurangabad Sangli Hubballi Mangalore Bengaluru Vizag Nellore Chennai Tiruchirappalli Thrissur Kochi Coimbatore Madurai Presence in 47 cities with 58 stores The Revolt Advantage! Eco-friendly Cost-effective Low maintenance Regenerative braking Customizable riding modes Strong brand recall AI enabled data analytics No special charging infra required Achieved 100% localization Highly responsive customer service With presence in 47+ cities, Revolt now offers superior customer experience 27 Revolt official merchandise launched! Official merchandise Range of casual tees Biking lifestyle inspired tees in 14 style options Tees made with premium fabrics, versatile enough to double up as casual wear Revolt (merchandise), brand store @ www.amazon.in/revolt 28 Happy Revolters Pan India! 29 Sky-High Opportunity Drones: Sunrise I