India Nippon Electricals Limited
5,230words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
11.08%
INR 1,157
30%
rs,
11.87%
9.63%
14%
rs
6
8.78%
8.81%
8.86%
14.00%
Guidance — 4 items
Highly volatile Situation
opening
“INVESTOR PRESENTATION 28 Industry Overview A U T O - C O M P O N E N T S E C T O R • Ignition System Market is estimated to grow at 8% CAGR to reach USD 16.4 Bn by 2029 over the next 5 years Ignition System Market Genera.”
Highly volatile Situation
opening
“Purpose Engines Indian Auto Component Industry Sensors • General Purpose Engines market size was valued at USD 4.4 Bn in 2022 and is estimated to grow at a 4.9% CAGR over the next 10 years.”
Highly volatile Situation
opening
“• The global General Purpose Engines market size was valued at USD 1.8bn in 2022 and is expected to expand at a CAGR of 7% to USD 2.8 bn over the next 6 years.”
Highly volatile Situation
opening
“• The Automotive Sensors Market size is estimated at USD 27.2 Bn in 2023, and is expected to reach USD 36.5 Bn by 2028, growing at a CAGR of 6% from 2023-2028.”
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Risks & concerns — 3 flagged
High fluctuation in the RM Prices leading to a Continuous uncertain Supply chain situation Handling high Supply chain issues due to frequent changes All existing domestic products upgraded to meet BS6 norms.
— Highly volatile Situation
Regular risk assessments, and the safety implementation of best practices ensure that potential identified and addressed promptly.
— Highly volatile Situation
With their specialized knowledge across diverse domains, they also provide impartial insights into strategic matters, risk management, controls, and business performance evaluation.
— Highly volatile Situation
Speaking time
2
1
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Opening remarks
Highly volatile Situation
BS4 → BS6 Change over ISG Migration OBD1 & OBD 2 regulatory changes Covid pandemic High EV promotions
Highly volatile Situation
High fluctuation in the RM Prices leading to a Continuous uncertain Supply chain situation Handling high Supply chain issues due to frequent changes All existing domestic products upgraded to meet BS6 norms. Existing resources engaged continuously Huge threat due to EV Promotions Difficult to make decisions on investments for existing products Tech changes Organising to manage changes was very challenging Despite all challenges INEL has outgrown the Industry in last 5 years Industry [ICE] Vs INEL Growth 16% 7% 9% 0% -14% -14% 17% 8% 17% -3% 2018-19 2019-20 2020-21 2021-22 2022-23 Industry Growth (ICE) INEL Growth INVESTOR PRESENTATION 21 I n d u s t r y G r o w t h V s I N E L S a l e s [ F Y 2 2 / 2 3 : H 1 - Q t y ] H1-FY23 H1-FY22 7.11 Mn 7.28 Mn Industry (2%) 2% 4% 21% 0% 2.91 Mn 2.84 Mn 0.23 Mn 0.22 Mn 0.48 Mn 0.39 Mn 10.7 Mn 10.7 Mn H1-FY23 H1-FY22 1.78 Mn 1.81 Mn INEL 0.71 Mn 0.70 Mn 0.23 Mn 0.20 Mn 0.15 Mn 0.11 Mn 2.87 Mn 2.83 Mn (2%) 2% 7% 30% 2% Industry growth is flat, INEL
Valorem Advisors Disclaimer
Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further information please contact our Investor Relations Representatives: Valorem Advisors Mr. Anuj Sonpal, CEO Tel: +91-22-49039500 Email: inel@va
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