GENUSPOWERNSEOctober 30, 2021

Genus Power Infrastructures Limited

5,908words
4turns
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
100%
Amalgamated Sansar Infrastructure Pvt. Ltd, Star Vanijya Pvt. Ltd and Sunima Trading Pvt. Ltd (100% subsidiary of Genus Prime) Investment Business Undertaking of Genus Power Demerger Genus Prime
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 ✓
16%
We upgrade our technology and product offering at regular interval backed by continuous R&D +16% 1,498 1,276 685 386 943 931 882 Strong Demand for various types of Meter across State Elec
rs 7
9 Mar-20 Mar-21 Sep-21 Genus uniquely positioned to suffice needs of the rising demand of Meters 7 Management Commentary “Due to COVID-19, the meter installation programme across all state electrici
40%
rt metering industry. On account of the same, our capacity utilization in Q2FY22 stood at meagre 35-40%. Steep rise in raw material prices as well as inadequate operating leverage led to erosion of our o
90%
ent of semi-conductors for the entire next year of FY23, assuming our capacity utilization breaches 90% mark. Post the announcement of ‘Reforms-Based, Result-Linked Power Distribution Sector Scheme’ the
10 crore
ctor. Though the objective under the Revamped Distribution Sector Scheme to achieve installation of 10 crore meters by December 2023 in the first phrase looks very aggressive, even if the industry is able to
8.2%
ax PAT (%) Cash PAT* Cash PAT (%) EPS (in Rs.) Q2FY22 Q2FY21 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3 9.7% 7.3 10.0 3.5 6.56 3.7% 12.6 7.1% 0.26 165.1 92.1 20.8 17.9 34.4
9.7%
Cash PAT (%) EPS (in Rs.) Q2FY22 Q2FY21 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3 9.7% 7.3 10.0 3.5 6.56 3.7% 12.6 7.1% 0.26 165.1 92.1 20.8 17.9 34.4 20.8% 6.8 5.5 35.7
3.7%
Q2FY22 Q2FY21 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3 9.7% 7.3 10.0 3.5 6.56 3.7% 12.6 7.1% 0.26 165.1 92.1 20.8 17.9 34.4 20.8% 6.8 5.5 35.7 21.6% 6.1 29.6 22.9 6.
7.1%
FY21 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3 9.7% 7.3 10.0 3.5 6.56 3.7% 12.6 7.1% 0.26 165.1 92.1 20.8 17.9 34.4 20.8% 6.8 5.5 35.7 21.6% 6.1 29.6 22.9 6.77 4.1% 25
Guidance — 10 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 expect the availability of semi-conductors to normalize in about 4 to 5 months from now.
Registered Office
opening
We have already drawn-out plans for procurement of semi-conductors for the entire next year of FY23, assuming our capacity utilization breaches 90% mark.
Registered Office
opening
The SEBs are working extensively and are likely to submit their Detailed Project Reports (DPRs) by the end of December 2021, post which we expect a very healthy order inflow in Q4FY22, starting from January 2022 onwards.
Registered Office
opening
The payment for meters supplied to other AMISPs will be on LC basis.
Registered Office
opening
Considering the specialized nature of smart meter industry in India and an enormous market, we expect price realizations to remain healthy and the forthcoming period of 5 to 6 years to remain very favourable.
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 — 1 flagged
Escalation in raw material prices will lead to margin pressure on all orders that are in hand as on date.
Registered Office
Speaking time
Corporate Office
1
Registered Office
1
Smart meter has the following capabilities
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 October 2021 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,
Smart meter has the following capabilities
- Smart Meters and AMI Meters have communication capability - It can register real time or near real time consumption of electricity or export both. - Read the meter both locally or remotely - Remote connection or disconnection of electricity - Remote communication facilities through GSM / GPRS / RF etc ▪ India can save Rs. 9.5 lakh crore by investing Rs 1.25 lakh crore for replacing 25 crore conventional meters with smart meters Source: Various Articles 29 Reforms-Based, Result-Linked Power Distribution Sector Scheme Government has approved Rs. 3.03 trillion power distribution company (DISCOM) reform scheme. About half of the total funds of the scheme i.e. about Rs. 1.5 trillion are to be deployed for installation of smart meters 01 Scheme aims to bring down AT&C losses from the present level of 21.4% to 12-15% by 2024-25 & narrow the deficit between the cost of electricity and the price at which it is supplied to ‘zero’ by 2024-25 02 Revamped Distribution Sector Scheme 03 ▪ ▪ Scheme
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 →