GENUSPOWERNSEJanuary 29, 2022

Genus Power Infrastructures Limited

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Key numbers — 40 extracted
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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
10%
ards at the “Quality Circle Forum of India” Delhi Haridwar Chapter and Guwahati Chapter Chapter, +10% 177.8 195.9 +44% 20.9 14.5 Q2FY22 Q3FY22 Q2FY22 Q3FY22 PBT (Rs. Crores) PAT (Rs. Crores)
44%
Circle Forum of India” Delhi Haridwar Chapter and Guwahati Chapter Chapter, +10% 177.8 195.9 +44% 20.9 14.5 Q2FY22 Q3FY22 Q2FY22 Q3FY22 PBT (Rs. Crores) PAT (Rs. Crores) +25% 12.6 10.0
25%
77.8 195.9 +44% 20.9 14.5 Q2FY22 Q3FY22 Q2FY22 Q3FY22 PBT (Rs. Crores) PAT (Rs. Crores) +25% 12.6 10.0 +25% 8.2 6.6 Q2FY22 Q3FY22 Q2FY22 Q3FY22 Standalone Results As per IND-AS Not
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 ✓
21%
We upgrade our technology and product offering at regular interval backed by continuous R&D +21% 1,498 1,276 685 386 1,163 943 931 Strong Demand for various types of Meter across State El
rs 7
-19 Mar-20 Mar-21 Dec-21 Genus uniquely positioned to suffice needs of the rising demand of Meters 7 Management Commentary “The Indian metering industry continues to face severe shortage of semi-condu
10.7%
ax PAT (%) Cash PAT* Cash PAT (%) EPS (in Rs.) Q3FY22 Q2FY22 195.9 124.8 27.4 22.8 20.9 10.7% 4.2 5.2 19.9 10.1% 7.3 12.6 4.4 8.22 4.2% 13.2 6.7% 0.31 177.8 115.1 26.1 22.1 14.
10.1%
Cash PAT (%) EPS (in Rs.) Q3FY22 Q2FY22 195.9 124.8 27.4 22.8 20.9 10.7% 4.2 5.2 19.9 10.1% 7.3 12.6 4.4 8.22 4.2% 13.2 6.7% 0.31 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3
4.2%
Q3FY22 Q2FY22 195.9 124.8 27.4 22.8 20.9 10.7% 4.2 5.2 19.9 10.1% 7.3 12.6 4.4 8.22 4.2% 13.2 6.7% 0.31 177.8 115.1 26.1 22.1 14.5 8.2% 7.9 5.2 17.3 9.7% 7.3 10.0 3.5 6.56
6.7%
22 195.9 124.8 27.4 22.8 20.9 10.7% 4.2 5.2 19.9 10.1% 7.3 12.6 4.4 8.22 4.2% 13.2 6.7% 0.31 177.8 115.1 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
Guidance — 11 items
Registered Office
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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
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We expect both - the supply and prices of raw material - to stabilize by beginning of FY23, leading to significant uptick in topline growth in next financial year.
Registered Office
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With the implementation of ‘Reforms-Based, Result-Linked Power Distribution Sector Scheme’, we expect the entire landscape of the Indian metering industry to drastically change with likely multi-fold jump in the annual industry size.
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This will be further aided by the new TOTEX (CAPEX + OPEX) model under the Design Build Finance Own Operate and Transfer (DBFOOT) arrangement wherein the SEBs will not be required to undertake capex, as the same will be facilitated by Advanced Metering Infrastructure Service Provider (AMISP) a.k.a.
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Thus, we expect significant revenue inflow from rendering of services towards smart meters, which normally has higher operating margins.
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The payment for meters supplied to other AMISPs will be on LC basis.
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Also, as the capex will be largely undertaken by AMISPs, the quality as well as timely supply of smart meters will be important criterions for them while deciding on giving orders to metering companies – rather than just finalizing on the basis of the lowest bidder.
DISCOMs will have to
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The kill switch will be operated via Internet.
DISCOMs will have to
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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
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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.
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Speaking time
Corporate Office
1
Registered Office
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Smart meter has the following capabilities
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DISCOMs will have to
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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 January 2022 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
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