Jain Irrigation Systems Limited · NSE:JISLDVREQS
Jain Irrigation Systems — H1 FY19 Earnings Presentation
21 slides from Jain Irrigation Systems's earnings presentation, Nov 12, 2018
Slide 1: Jain Irrigation Systems Ltd. exchange filing cover letter
6 sip Jain Irrigation Systems Ltd. Small Ideas. Big Revolutions “Leave this world better than you found it.” Founder - Bhavarial H. Jain (1997 - 2016) 7th, Kumtha Street, Ballard Estate, Mumbai - 400 001. Tel: +91-22-22109090, 2261001 1, 22620011; Fax: +91-22-22621177, 22641177, E-mail: jainmumbai@j
Slide 2: Q2 & H1 FY19 Investor Communication
Q2 & H1 FY19 INVESTOR COMMUNICATION
Slide 3: The journey of Jain Irrigation Systems Ltd.
The journey of Jain Irrigation Systems Ltd. started with a young boy who wanted to excel at his studies, even if it meant studying under the only lamp in his village. His determination an ideas revolutionalised the face of the agricultural industry in India and in turn, he was recognised globally fo
Slide 4: Q2 – Highlights
Q2 – Highlights Hi-tech Agri Input Division ( Hi-Tech) •Strong Retail growth •Project execution to intensify •Patchy monsoon may create additional short term demand Plastic Division ( Plastic) •Another very strong quarter for PE pipe business •New export business/orders received and in pipeline •Sta
Slide 5: Performance Overview: Q2 FY19
Standalone Growth Rs. Mn Revenue Order Book Position y-o-y Hi-tech Agri Inputs 5,380 30.5% 20,742 Plastic 3,879 35.3% 12,392 Other 218 -58.6% 994 Total 9,477 26.1% 34,128 Consolidated Growth Rs. Mn Revenue Order Book Position y-o-y Performance Hi-tech Agri Inputs 9,779 21.63% 24,965 Overview : Plast
Slide 6: Financial Performance: Q2 FY19
Standalone Q2FY19 Q2FY18 Rs Mn Revenue 9,477 7,515 EBIDTA Margin for Q2 FY19 is at EBIDTA 1,685 1,264 17.8% increased by 100 basis points PAT 456 160 PAT increased by 39.7% on YoY basis Cash PAT* 885 633 Financial Performance: Q2 FY19 Consolidated Q2FY19 Q2FY18 EBIDTA Margin for Q2 FY19 at 13.
Slide 7: Financial Performance: H1 FY19
Standalone H1FY19 H1FY18 Rs Mn Revenue^ 20,097 16,541 EBIDTA Margin for H1 FY19 is at EBIDTA 3,588 2,770 17.9% increased by 110 basis points PAT 892 569 PAT increased by 184% on YoY basis Cash PAT* 1,845 1,511 ^Net of Excise duty Financial Performance: H1 FY19 Consolidated H1FY19 H1FY18 EBIDTA
Slide 8: Revenue Overview: Q2 FY19
Standalone 2% 16% 41% 57% 84% Hi-Tech Plastics Other Domestic Export Revenue Overview : Q2 FY19 Consolidated 2% 23% 46% 52% 54% 23% Hi-Tech Plastics Agro Other India Rest of World 7
Slide 9: Revenue Overview: H1 FY19
Standalone 2% 13% 45% 53% 87% Hi-Tech Plastics Other Domestic Export Revenue Overview : H1 FY19 Consolidated 2% 22% 50% 50% 50% 26% Hi-Tech Plastics Agro Other India Rest of World 8
Slide 10: Working Capital Analysis
Standalone Days DSO Sept 30, 2018 DSO Jun 30, 2018 DSO Sept 30, 2017 Net Inventory AR Net WC Inventory AR Inventory AR Net WC WC Hi Tech 110 188 220 105 187 214 112 171 217 Plastic 43 87 77 50 106 54 54 96 80 Standalone Co 85 149 164 87 156 156 93 144 169 Working Capital Consolidated Analysis Days D
Slide 11: MIS Analysis - India
MIS –Revenue Rs Mn Q2FY19 Q2FY18 Change YoY% Retail 2,732 2,228 22.6% Project 1,441 827 74.4% Domestic Total 4,174 3,055 36.6% Export 765 666 14.9% MIS Analysis - Total 4,939 3,721 32.7% India MIS –Receivables Change Rs Mn 30-Jun-17 30-Sept-17 30-Jun-18 30-Sept-18 QoQ Retail 1,665 1,804 2,115 1,886
Slide 12: Debt Position
Sep 30, Jun 30, Change Mar 31, Rs Bn. 2018 2018 QoQ 2018 Standalone Gross Debt 18.45 16.01 2.44 12.02 Net Debt 15.68 14.68 1.11 9.37 Consolidated Gross Debt 52.82 48.24 4.59 43.10 Net Debt 49.12 45.79 3.33 * 38.91 Debt Position 15% of gross debt (standalone) & 63% of gross debt (consolidated) is i
Slide 13: JISL – Sustainable growth
JISL –Sustainable growth Company is in the Basic sector. Concern for environment and conservation of resources Offering sustainable is at the heart of the solutions with focus on discourse life and livelihoods Sustainable Collaboration with Government & institutions for mutual benchmarking, Conserva
Slide 14: Jain Irrigation – A snapshot
Jain Irrigation – A snapshot 1963 Incorporated in Started our trading business in 1986 #1 #2 #1 agricultural inputs and equipment Company has 30 Micro- Micro- Manufactu manufacturing 10,555+ irrigation irrigation rer of plants Dealers and company company plastic in India globally pipes in 5.2mm dist
Slide 15: Smart Irrigation Solutions
Smart Irrigation Solutions Water Wise: More Crop Per Drop 14
Slide 16: Smart and Amrut City
Smart and Amrut City Smart City: Objective is to promote cities that provide core infrastructure and give a decent quality of life to its citizens, a clean and sustainable environment and application of ‘Smart’ Solutions AMRUT: Atal Mission for Rejuvenation and Urban Transformation 15
Slide 17: Food business overview
Food business overview Onion Processing Fruit Processing Spices Business 2nd largest onion dehydrator in the world Largest mango processor in the world One of the largest Spice processing facilities in India Product Range Product Range Product Range 16
Slide 18: Global Brand Equity
Jain Irrigation Systems Ltd. Small ideas. Big Revolutions? MICRO IRRIGATION SYSTEMS & EQUIPMENTS - MORE CROP PER DROP® > Jain Jain Sprinkler oa sprinidors nalaport” nt” Acurain- Fe pies Smartcean® Boric ij a oe a naanpawain (hapine More Crop Per Oop Moe Cop Per More Gop Per Mor Cog Per i ‘Mar Gio Pe
Slide 19: Recent Updates (1/2)
Recent Updates (1/2) Jain Irrigation, Inc., acquires smart irrigation pioneer ETwater: o The acquisition will expand ETwater efficiencies throughout the U.S. and now worldwide to become a gold standard in sustainable water management globally. The cloud-based ETwater platform takes environmental d
Slide 20: Recent Updates (2/2)
Recent Updates (2/2) Jain Irrigation to execute Integrated Drip Irrigation project in Vidarbha region o Jain Irrigation to do Integrated Drip Irrigation project in Vidarbha region through a project worth INR 2.4 bn. More than 10,000 farmers and 20,748 acre command area covering 65 villages of Arvi
Slide 21: Thank You
Thank You
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