Excel Industries Limited
5,018words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
₹ 270
₹ 30
₹ 19
₹ 580
₹ 72
₹ 52
₹270
₹580
17.7%
20.3%
11.1%
Guidance — 3 items
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opening
“8 lakh crore (US$ 107.38 billion) is estimated in the Indian chemicals and petrochemicals sector by 2025 & 7-9% growth is expected in FY25 (Source: IBEF & TOI) As the global economy strengthens, demand for chemicals in expected to rise, benefiting the Indian exporters.”
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“CAGR was and is projected to of , growing at a by valued at 12.4% reach from $41 Billion $72 Billion CAGR 12.4% 2021 2026 22 ESG & CSR Excel’s Three Pillars of Sustainability All Three Aspects – People, Profit and Planet must be balanced to ensure Sustainability People Excel Industries in are guaranteed a work environment where employees find value in what they do everyday.”
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“#Calculated on the basis of revenue from operations Consistent shareholder returns • Rs 150.7 crores Returned to shareholders in the form of • 14% CAGR dividend in the last 10 years; Growth in market cap in last 10 years 36.1 28.3 5.0 5.7 7.5 15.7 14.1 14.1 17.3 6.9 FY16 19.3% FY17 28.3% ₹ FY18 10.2% FY19 10.3% FY20 37.6% FY21 19.9% FY22 17.6% FY23 18.4% FY24 45.7% FY25 20.7% Total Dividend ( Cr) Payout Ratio = Dividend/PAT 31 Annexure Executive Leadership Team Mr.”
Risks & concerns — 1 flagged
He has vast experience of 32 years with expertise in Corporate Governance and Enterprise Risk Management.
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Opening remarks
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1. 2. @ IBEF * FICCI Avendus Report 3. # McKinsey report 2019 21 Indian industry growing at double digit (Source: EY) The Indian chemical industry is expected to reach $383 billion by 2030 CRISIL) Market share of India to grow to 6% by 2026. (Source: (Source: CRISIL) Domestic growth in the sector is predicted to be at 13- 15% . Exports (Source: CRISIL) and revenue from India are predicted to grow 18- 20% . Under the Budget 2025-26 the government allocated Rs. 194.05 crore to the Department of Chemicals and Petrochemicals. India is expected to remain a driving force in Asia for chemical demand in 2024 given its strong economic growth and resilient industrial production and greater demand. India’s specialty chemicals companies are expanding their capacities to cater to rising demand from domestic and overseas An investment of Rs. 8 lakh crore (US$ 107.38 billion) is estimated in the Indian chemicals and petrochemicals sector by 2025 & 7-9% growth is expected in FY25 (Source: IBEF & TOI)
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1. 2. @ IBEF 3. # McKinsey report 2019 The Indian Specialty Chemical Industry $41Bn 2021 $72Bn 2026 in 2021 to 2026. CAGR was and is projected to of , growing at a by valued at 12.4% reach from $41 Billion $72 Billion CAGR 12.4% 2021 2026 22 ESG & CSR Excel’s Three Pillars of Sustainability All Three Aspects – People, Profit and Planet must be balanced to ensure Sustainability People Excel Industries in are guaranteed a work environment where employees find value in what they do everyday. Beyond a safe, environment, opportunities to develop one’s potential are provided through education and participation. healthy work PEOPLE PLANET Planet Industries refers to the commitment by Excel to implement environmentally sustainable practices and they continually look for ways to go beyond what is expected in order to safeguard and enhance the natural environment. Protecting the interests of all our stakeholders 24 Corporate Social Responsibility ₹ 12+ Crs spent on CSR activities in last 5 years
Company
CIN: L24200MH1960PLC011807 Mr. Devendra Dosi, CFO Chief Financial Officer Email: devendra.dosi@excelind.com www.excelind.co.in
Investor Relations Advisors
MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Ms. Pooja Swami: +91 9860202359 pooja.swami@in.mpms.mufg.com Mr. Chirag Bhatiya: +91 8104778836 chirag.bhatiya@in.mpms.mufg.com Meeting Request Lin k Thank You