Remi Edelstahl Tubulars Limited · BSE:REMIEDEL
Remi Edelstahl Tubulars — Q2 FY2025 Earnings Presentation
31 slides from Remi Edelstahl Tubulars's earnings presentation, Oct 21, 2024
Slide 1: BSE filing cover letter: Earnings Presentation
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Slide 2: Investor Presentation Q2 2025
REMI EDELSTAHL TUBULARS LTD. INVESTOR PRESENTATION Q2 2025
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Remi Edelstahl tubulars ltd. (REMI, The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and sh
Slide 4: One Stop Shop for Stainless Steel Tubulars
ONE STOP SHOP FOR STAINLESS STEEL TUBULARS
Slide 5: About Our Company
ABOUT OUR COMPANY Most diverse product range from 6mm to 101mm OD in seamless, and 1/4" t0 80" NB in welded Pioneer in stainless steel pipe/tubes in India having started operation in 1970 under technical know how with M/s Kobe Steel (Japan) & subsequently acquired technology from them. Plant Locatio
Slide 6: Target Market
TARGET MARKET AUTOMOTIVE RENEWABLE ENERGY (BIO GAS & GREEN HYDROGEN) The demand for stainless steel is driven by its use in car parts like gasoline tanks, engines, and exhaust systems The growing use of bio gas & green hydrogen creates a demand for stainless steel Opportunities components. The India
Slide 7: Target Market
TARGET MARKET PETROCHEMICAL Similar to oil & gas, the petrochemical industry CHEMICAL also relies on stainless steel for its corrosion Stainless steel pipe can withstand exposure to resistant properties. harsh chemicals and maintain its structural Opportunities integrity, making it a reliable choice
Slide 8: Road Ahead
ROAD AHEAD a. Installation of new high tech cold rolling Company has developed new strategies to pilgers will increase production efficiency broaden our export market footprint. As a and reduce involvement of manpower, part of this, we aim to develop business in reducing cost and generating more val
Slide 9: How We Are Different?
01. 04. Flexibility to choose from Focus on high value grades & extrusion or piercing base value added products, rather HOW WE ARE depending on the project requirement than high volume. DIFFERENT? 02. 05. Combination of special grades Only company in India to (such as duplex, super duplex, produce s
Slide 10: Competitive Strengths
COMPETITIVE STRENGTHS Only manufacturer in India producing 80” diameter and upto 80mm thick stainless steel welded pipes Low debt equity ratio Capacity available to meet additional demand to cater to expanding market/technological product requirements & territories. 09
Slide 11: Competitive Analysis
COMPETITIVE ANALYSIS To minimize the threat of competition the Company is regularly identifying the niche/high value segment and working aggressively with the customer centric approach. Various new approvals have been obtained and more are underway. REMI has an unwavering focus on processes and comm
Slide 12: Competitive Landscape
COMPETITIVE LANDSCAPE Disclaimer - Data as available from market sources 11
Slide 13: Manufacturing Capabilities
MANUFACTURING CAPABILITIES MAJOR PRODUCTION EQUIPMENT Automatic welded Cold Draw Bench Cold pilgers pipe/tube mills Pipe Press/Rolling machines Quantity - 06 Quantity - 09 (forming mills) Quantity - 05 Quantity - 05 Condenser welded tube mills Bright Annealing U Bending + Annealing facilities (Manne
Slide 14: Inspection & Test Equipment
INSPECTION & TEST EQUIPMENT Chemical & IGC Mechanical Test Lab Metallurgical Non-Destructive Corrosion Test Lab Testing Tests IGC TESTS as per ASTM Tensile Test Spectrometer, Ultrasonic Testing A262 - PRACTICE A Impact Test Ferrite scope, (GE Make-ROTA-65), IGC TESTS as per ASTM Bend test Microscopy
Slide 15: Product Portfolio
PRODUCT PORTFOLIO Cold drawn seamless tubes Welded tubes Condenser tubes Heat exchanger tubes LP/HP heater tubes Instrumentation tubes Coiled tubes Boiler tubes ASTM A-249, A-269, A-688 ASTM A-213, A-268, A-269, A-789 OD: 6 to 76.2mm OD: 6 to 76mm THK: 0.5 to 7mm THK: 0.8 to 10mm Welded SS pipes Sea
Slide 16: Aatmanirbhar Bharat/Make in India
AATMANIRBHAR BHARAT/MAKE IN INDIA REMI has been supporting the Government of India’s Make In India initiative by substituting a number of imported products with domestic manufacturing. Recent developments includes Supply of welded thin wall coiled tubing, which was earlier being imported from Europe
Slide 17: Key Performance Indicator (Quarterly)
KEY PERFORMANCE INDICATOR (QUARTERLY) 32.08 2.54 7.91% 27.32 2.04 7.28% Q2-25 Q2-24 Q2-25 Q2-24 Q2-25 Q2-24 Revenue EBITDA EBITDA Margin 1.70 1.41 3.93% 1.12 0.80 2.12% Q2-25 Q2-24 Q2-25 Q2-24 Q2-25 Q2-24 EBIT PBT PAT Margin 16
Slide 18: Key Performance Indicator (Half-Yearly)
KEY PERFORMANCE INDICATOR (HALF-YEARLY) 55.11 3.91 7.09% 48.71 2.04 4.19% H1-25 H1-24 H1-25 H1-24 H1-25 H1-24 Revenue EBITDA EBITDA Margin 2.24 1.46 2.65% 0.31 -0.25 -0.51% H1-25 H1-24 H1-25 H1-24 H1-25 H1-24 EBIT PBT PAT 17
Slide 19: Operational Excellence
OPERATIONAL EXCELLENCE REMI Edelstahl Tubulars Ltd. is a pioneer in manufacturing of stainless steel pipes & tubes (seamless & welded) in India, having started its operations in 1971 in Mumbai under technical collaboration on with M/s. Kobe Steel (Japan). Understanding the need for all operations un
Slide 20: Operational Excellence
OPERATIONAL EXCELLENCE "Environmentally friendly policies" At REMI, we understand the need to preserve the environment with the maximum use of renewable sources of energy. As a part of this, we have installed windmills at Dhule (Maharashtra) to source energy and power our plant in the most environme
Slide 21: Strategic Location
STRATEGIC LOCATION Our Manufacturing facility is located at an Industrial town called Tarapur (in Boisar), which is approximately 100 Kms from Mumbai, the financial capital of India. This helps us in getting close access to the city’s international airport, port and central business area. 25 Kms fro
Slide 22: Leadership
LEADERSHIP The organisation, started in 1971, has been successfully established and run by brothers Mr. Vishwambar C. Saraf and Mr. Rajendra C. Saraf. Their business experience of over four decades, has been instrumental in establishing REMI Edelstahl Tubulars Ltd. as a successful name in the stainl
Slide 23: Profit & Loss
PROFIT & LOSS INR in crores Particulars Q2-25 Q2-24 Q1-25 QoQ% YoY% H1-24 H1-25 YoY% Revenue from 32.08 27.32 23.03 39.30% 17.42% 48.71 55.11 13% operations Total expenditure 29.48 25.33 21.66 36.10% 16.38% 46.67 51.20 10% EBITDA 2.54 2.04 1.37 89.78% 30.65% 2.04 3.91 92% EBITDA Margin 7.91% 7.28% 5
Slide 24: Analysis of Profit & Loss
ANALYSIS OF PROFIT & LOSS The company has demonstrated strong financial performance with significant improvements in revenue, profitability, and margins on both a quarterly and yearly basis. The key highlights include: The company’s revenue grew by 17.42% YoY and 39.30% QoQ, reflecting strong sales
Slide 25: Balance Sheet
BALANCE SHEET INR in crores Particulars Mar-21 Mar-22 Mar-23 Mar-24 Equity Capital 10.98 10.98 10.98 10.98 Reserves 30.61 31.12 31.34 32.48 Preference Capital 9 9 9 9 Borrowings 26.77 22.32 15.23 21.23 Other Liabilities 11.41 18.54 16.90 11.09 Total Liabilities 88.77 91.96 83.45 84.78 Fixed Assets 3
Slide 26: Analysis of Balance Sheet
ANALYSIS OF BALANCE SHEET The balance sheet analysis for Remi highlights the following key points: Stable Equity Capital: Consistent equity capital over the years indicates no dilution or issuance of new shares. Increase in Reserves: A steady increase in reserves suggests healthy retained earnings a
Slide 27: Our Clientele
OUR CLIENTELE @@e0eo ; MY B (@) Cc Y DEEPAK FERTILISERS DRESS KRIBHCQAGT! «+ Atneeomn, — OEetis ae ALSTOM = Jinpa® nae ap eter Z Reliance TATA ®\S
Slide 28: Key Orders Completed
KEY ORDERS COMPLETED I H I Retance 8-0-3 GYglivallg dull dpalbell paljll degera dsl I H I Al-Zahem International Group Trading & Contracting Co. wi. THi Corporation CERTIFICATE OF APPRECIATION Ret Nos IMUREMIADI/IS36 soanoe070 + se EOESTANL TUBULAR LT. cae SUPPUVLOCAL AGENT. ALZANEM NTL GROUF UWA 1O
Slide 29: Key Orders Completed
KEY ORDERS COMPLETED e) KWALITY STEELAGE PVT. LTD. (e) Air Liquide | KWALITY STEELAGE PVT.LTD. | inouTns-sTocnsTs- noDATOR OF ‘ALLOY SEE, CARBON STEEL, STALE STEEL PES TUES, PE FITINGS, WEL, moaHEL MENEL, STALL, THAN, COPPER, RASS. ALI, FLANGES, PLATES, ROS, 1. Sd, er 165.98 aware ‘aera 2 fon 122258
Slide 30: Quality Certificates
QUALITY CERTIFICATES @@e0eo < 2 o . o 3 < S & o + = 3 = e s a o + ct tt ZERTIFIKAT # CERTIFICATE # ‘Coane oeip oem oa @ CERTIFICATE The Certification Body of TOV SUD South Asia Private Limited ‘erties that REMI Remi Edelstahl Tubulars Limited Plot N = 711/1, MIDC Tarapur, Boisar, Dist. PPalghar —401
Slide 31: Thank You
THANK YOU INVESTOR RELATION +91 8000685556 +91 8905181853 [email protected] [email protected]
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