RattanIndia Enterprises Limited has informed the Exchange about Investor Presentation
RattanIndia
ENTERPRISES
November 03, 2021
Scrip Code- 534597
RTNINDIA
BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, MUMBAI - 400 001
Sub: Investors Presentation.
Dear Sirs/ Madam
National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex Bandra (East), MUMBAI-400 051
Please find attached herewith, a copy of the Investors Presentation. Please take the same on your records.
Thanking you, Yours faithfully, For RattanIndia Enterprises Limited
Rajesh Arora Company Secretary
Encl : as above
RattanIndia Enterprises Limited (formerly RattanIndia Infrastructure Limited) CIN: L74110DL2010PLC210263 Registered Office Address: H.No. 9, First Floor, Vill. Hauz Khas, New Delhi - 110016 Website: www.rattanindiaenterprises.com E-mail: rel@rattanindia.com Phone: 011 46611666
Investor Presentation
November 2021
Disclaimer
This document contains certain forward-looking statements based on current expectations of RattanIndia Enterprises (REL) management. Actual results may vary significantly from the forward-looking statements in this document due to various risks and uncertainties.
These risks and uncertainties include the effect of economic and political conditions in rates and in securities markets, new India, and outside India, volatility in interest the business of RattanIndia regulations and government policies that might Enterprises, the general state of the Indian economy and the management’s ability to implement the company’s strategy. RattanIndia Enterprises doesn’t undertake any obligation to update these forward-looking statements.
impact
This document does not constitute an offer or recommendation to buy or sell any securities its subsidiaries or associate companies. This of RattanIndia Enterprises or any of document also doesn’t constitute an offer or recommendation to buy or sell any financial products offered by RattanIndia Enterprises.
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Our philosophy on business
New age portfolio
ESG complaint
Leadership attributes & rapid scalability
Direct to customer engagement
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Our business interests
RattanIndia Enterprises
Invested in the future
Revolt-EV Mobikes Rs. 150 crore1, 43% shareholding
Matternet Approved by shareholders
NeoSky –Drones 100% subsidiary of RattanIndia Enterprises
NeoTec- Fintech Under development
Residual equity holding - RattanIndia Power Rs. 592 cr, 22.07% shareholding
Note: 1. Including Rs. 50 cr. to be invested against already allotted warrants
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Our governance
50% of Board is independent
Statutorily audited by Grant Thornton
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
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Advisory Board of eminent professionals
Mrs. Anjali Rattan Nashier
Co-founder & Business Chairperson, Rattanindia Enterprises
Mr. Rajiv Rattan
Mr. Arun Duggal
Co-founder & Chairman, RattanIndia Group
Chairman of ICRA (A Subsidiary of Moody's USA) and ex-Chief Executive Officer of Bank of America – India
)
Mr. Yashish Dahiya
Co-founder and Group CEO of Policybazaar
Mr. Ranu Vohra
Co-founder and Executive Vice Chairman, Avendus Capital
Mr. Jan Preiss
Co-founder and CEO of Oxford Latinitas, UK
Mrs. Anjali Rattan Nashier will chair the Advisory Board
Advisory board entrusted with;
• Building investment strategy • Reviewing investment proposals • Monitoring performance of investee companies and subsidiaries • Assisting the management with external relationships and any other specific tasks
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Business of the future Smarter take on opportunity
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Revolt
Established foundation for India’s no.1 electric motorcycle company
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First mover –India’s no. 1 electric motorcycle company
Increasing level of localization
AI enabled data analytics
Multi-model approach
Establishing state-by-state distribution
Highly responsive customer service
New age/Digital approach to customer engagement
Compounding ownership benefits
State of the art manufacturing – being further expanded
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India’s most advanced AI enabled, nextgen electric motorcycle
More than 580 million data points processed on AI engine from more than 3.1 crore kms driven on Revolt bikes
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The Revolt advantage
Natural transition from ICE motorcycles
which account for > 60% share of 2Ws
Electric motorcycles are built sturdier for superior riding proposition
Electric motorcycles have long term cost advantages in comparison to ICE 2Ws
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Revving up the performance
5x| 182X
23,642
5x| 182X
2,725
7,250
4,819
252
130
2,303
1,224
555
15
5x| 200X
38.4
28.7
14.8
7.8
0.2
FY20
FY21
Q2 FY20 Q2 FY21 Q2 FY22
FY20
FY21
Q2 FY20 Q2 FY21 Q2 FY22
FY20
FY21
Q2 FY20 Q2 FY21 Q2 FY22
Growth in Closing Bookings
Growth in Sales Volumes
Growth in Revenues in INR Cr.
Quicker inflection to profitability anchored by rapid acceleration in sales
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Comparisons between Q2 FY20 to Q2 FY22
Comparisons between Q2 FY21 to Q2 FY22
NeoSky Drones
Sky-high opportunity
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Scalability of opportunity
Visionary Central Government policy
Drone as a service
Designated drone corridors
Invested in Matternet, world-leader in drone deliveries
Best suited to service large, dense urban agglomerations
Multi-industry applicability
Drone business to be pursued via wholly owned subsidiary NeoSky India Limited
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Rapid roll out
Agriculture
Surveillance
Monitoring
Mapping
Warehouse
Arial Photography
FPV racing
Consumer
Enterprise
Delivery
Pilot Training License
Pilot Academy
Defence
Medical
Cargo
Passenger
Security
Surveillance
All Weather
Anti Drone
Heavy Lifters
NeoSky’s opportunity play
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RattanIndia Power
Residual equity in historical business
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Best-in-class operations
Fully functional, Amravati asset running profitably
Robust operational metrics
Current position in MOD stack ensures high PLF
Assured raw material linkages offer insurance against fluctuations
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Superior all-round performance
Robust net worth of Rs. 5,035 Crore (standalone) as on 30.09.2021
For H1 FY 22 (Apr-Sep21), Amravati Plant is ranked 2nd in terms of PLF (Plant Load Factor) amongst all power plants in Maharashtra
Long term arrangements for procurement of coal and supply of power underlines sustained profits
Timely debt servicing, having repaid ~Rs. 1,578 cr. (including principal & interest) in last 7 quarters (Jan 2020 – Sep 2021), including Rs. 200 cr. as prepayment
H1 FY 22
H2 FY 21
EBITDA (Rs Crore)
PAT (Rs Crore)
528.02
106.4
531.88
96.47
H1 FY 21
456.35
0.24
FY 21
988.23
96.71
Company has shown superior all-round performance in the second quarter of FY22
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Key takeaways of business model
Scaling up ESG compliant opportunities
Positioned for leadership
Assured runway for execution
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Devashish Khanna RattanIndia Enterprises Limited
Siddharth Rangnekar / Nishid Solanki CDR India
Investor connect
Contact: 9833691057
Contact: 9769919966 / 9820368989
Email: devashish.khanna@rattanIndia.com
Email: siddharth@cdr-india.com / nishid@cdr-india.com
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Thank You