Kranti Industries Ltd. · BSE:KRANTI
Kranti Industries — Q2 FY25 Earnings Presentation
34 slides from Kranti Industries's earnings presentation, Nov 21, 2024
Slide 1: BSE Regulation 30 disclosure cover letter
Date: November 21, 2024 To, The Manager, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400001 Scrip Code: 542459 Scrip Symbol: KRANTI Subject: Investor Presentation – Disclosure under Regulation 30 of the SEBI (LODR) Regulations, 2015. Dear Sir/Madam, Pursuant to Regulation 30
Slide 2: Kranti Industries Limited Q2 & H1 FY25 Investor Presentation
Investing “Ahead of Time” Kranti Industries Limited Q2 & H1 FY25 Investor Presentation BSE: 542459
Slide 3: Safe Harbor
Safe Harbor This presentation has been prepared by Kranti Industries Limited (“Company") solely for information purposes without any regard to any specific objective, financial situation, or informational need of any particular person. This presentation may not be copied, distributed, or disseminate
Slide 4: Table of Content
TABLE OF CONTENT 1 About Company 2 Financial Performance 3 Product Segment 4 Growth Drivers 5 Management Team 6 Annexure 3 Q2 & H1 FY25 www.krantiindustries.com
Slide 5: Our Guiding Principle
Our Guiding Principle Work Hard with Honesty & Commitment, Growth will follow... Ethos of Kranti Industries, as articulated by our late founder, Shri Subhash K. Vora, is succinctly captured in his profound statement: 'Diligence, honesty, and commitment pave the path to growth.' These words resonate
Slide 6: Message
Message Commenting on the quarterly results, Mr. Sachin Subhash Vora, Promoter, Chairman & Managing Director of Kranti Industries Limited said, “We are pleased to share our Q2 FY25 results, reflecting both resilience and progress, with total income at ₹1,814 lakhs, showing slight decreases of 3.3% Q
Slide 7: 01. Company Overview
01. Company Overview ▪ About Kranti Industries Limited ▪ Manufacturing Plants ▪ Our Journey Q2 & H1 FY25 Investor Presentation BSE: 542459
Slide 8: About Kranti Industries Limited
About Kranti Industries Limited Kranti Industries Limited At a glance KRANTI is a renowned company globally recognized for its exceptional precision machining capabilities. As an original equipment manufacturer (OEM) supplier, the company specialises in providing solutions for critical machined comp
Slide 9: About Kranti Industries Limited
About Kranti Industries Limited Diversified KRANTI serves OEMs from KRANTI prioritises advanced Enhanced Product Machinery to improve Manufacturing Portfolio industries like passenger cars, manufacturing capabilities two wheelers, tractors, and operational efficiency. construction machineries, elect
Slide 10: Pune: The Ideal Hub for Manufacturing Excellence
Pune: The Ideal Hub for Manufacturing Excellence Access to skilled Efficient supply chain Credibility and visibility engineers and technicians management within the industry Machinery and Infrastructure: Advanced Equipment for Precision Manufacturing PLANT 1 PLANT 2 PLANT 3 5-Axis Turn Vertical CNC
Slide 11: Our Journey
Our Journey • Incorporated KRANTI SFCI Pvt Ltd, as a JV with RGK group and commenced operation at Rajkot Expanded • Acquired Land at Pirangut for operations to Acquisition of Further Expansion 500 sq.ft. area Installed 1st CNC Installed 1st VMC & Installed 1st Horizontal Wonder Precision • Installed
Slide 12: 02. Financial Performance
02. Financial Performance ▪ Q2 & H1 FY25 Financial ▪ Historical Financials Q2 & H1 FY25 BSE: 542459
Slide 13: Q2 FY25 Key Order Inflows
Q2 FY25 Key Order Inflows Order Secured from Kalyani Technoforge: Kranti Industries secured a ₹13.6 lakh order for precision EV components from Kalyani Technoforge on July 30, 2024. The company developed the part and submitted the sample batch to the customer in October 2024. Series production will
Slide 14: Q2 FY25 Financial Performance
Q2 FY25 Financial Performance Revenue Gross Profit & GP Margin(%) ₹ in Lakh 1,920 1,864 809 1,798 784 724 40.8% 45.0% 38.8% Q2 FY24 Q1 FY25 Q2 FY25 Q2 FY24 Q1 FY25 Q2 FY25 EBITDA & EBITDA Margin(%) PAT 66 312 240 251 10.9% 16.3% 12.1% 3 (7) Q2 FY24 Q1 FY25 Q2 FY25 Q2 FY24 Q1 FY25 Q2 FY25 13 Q2 & H1
Slide 15: H1 FY25 Financial Performance
H1 FY25 Financial Performance Revenue Gross Profit & GP Margin(%) ₹ in Lakh 4,245 3,662 1640 1532 38.6% 41.9% H1 FY24 H1 FY25 H1 FY24 H1 FY25 EBITDA & EBITDA Margin(%) PAT 240 421 104 13.0% 11.5% (4) H1 FY24 H1 FY25 H1 FY24 H1 FY25 14 Q2 & H1 FY25 www.krantiindustries.com
Slide 16: H1 FY25 Segmental Revenue
H1 FY25 Segmental Revenue 67.9% 6.7% 15.3% 1.3% 8.8% Tractors Electric Construction Automotive Other Vehicles Equipment Categories Outlook • The tractor market is experiencing robust double-digit YoY growth across most states, driven by favourable monsoon, high crop prices, and residual demand. • An
Slide 17: Historical Financials
Historical Financials Revenue Gross Profit & GP Margin(%) ₹ in lakhs 3,210 3,087 3,042 9,183 9,140 8,166 2,093 5,401 4,755 1,196 25.1% 38.8% 33.6% 33.3% 39.3% 9.5% 9.2% 12.2% 9.0% 3.3% FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 EBIDTA & EBIDTA Margin(%) PAT 210 206 1,000 926 859 76 502 338 9.
Slide 18: Historical Financials
Historical Financials ₹ in lakhs ROCE ROE ROA 12.6% 3.6% 13.1% 12.1% 3.2% 12.0% 3.2% 1.0% 7.2% 4.0% -1.4% 1.6% -0.3% -5.0% -1.5% FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FY20 FY21 FY22 FY23 FY24 FACR(x) Debt to Equity(x) 1.3 2.00 1.2 1.96 1.0 1.1 1.1 1.89 1.90 1.77 FY20 FY21 FY22 FY23 FY24
Slide 19: 03. Product Segments
03. Product Segments ▪ Market Segments ▪ Our Products Segments Q2 & H1 FY25 BSE: 542459
Slide 20: Market Segment
Market Segment In FY24, Kranti Industries Limited excels in multiple market segments 63.40% 13.50% 11.50% 1.90% 9.70% Tractors Electric Construction Automotive Other Vehicles Equipment Categories Diverse market coverage solidifies Kranti Industries’ position as a successful & versatile player in the
Slide 21: Our Product Segments
Our Product Segments During the financial year 2023-24, Kranti Industries Limited manufactured components ranging from 100 MM to 1200 MM, demonstrating our versatility and ability to meet a wide range of specifications. 33.78% 29.67% 21.35% 1.95% 13.25% Axle Parts Differential Transmission New Produ
Slide 22: Our Product Segments
Our Product Segments Differential Housing Axle Components Transmission Components 21 Q2 & H1 FY25 www.krantiindustries.com
Slide 23: Our Product Segments
Our Product Segments Automotive Components Other Components 22 Q2 & H1 FY25 www.krantiindustries.com
Slide 24: 04. Growth Drivers
04. Growth Drivers ▪ Growth Driving Factors ▪ Marquee Clients Q2 & H1 FY25 Investor Presentation BSE: 542459
Slide 25: Growth Driving Factors
Growth Driving Factors Cost Advantage Policy Support ❑ With a cost-effective Export Opportunities manufacturing base, costs are 10-25% lower compared to Auto Ancillary OEM ❑ 100% FDI is allowed under operations in Europe and the automatic route for auto Latin America. Aspirations components sector.
Slide 26: Growth Driving Factors
Growth Driving Factors Strategic Acquisition Diversification Strategy Customer Relationship ❑ Acquired a controlling stake in Focus Preciso Metall Pvt Ltd to enhance capabilities and Investment and ❑ KRANTI seeks new business customer base. Growth Opportunities opportunities to diversify ❑ Acquisiti
Slide 27: Marquee Clients
Marquee Clients 26 Q2 & H1 FY25 www.krantiindustries.com
Slide 28: 05. Management Team
05. Management Team ▪ Key Managerial Personnel ▪ Achievements Q2 & H1 FY25 BSE: 542459
Slide 29: Key Managerial Personnel
Key Managerial Personnel Mr. Sachin Subhash Vora Promoter, Chairman & Managing Director ➢ He has 20+ years of experience in the automobile components industry. ➢ He has completed his B.E. (Industrial Electronics) from University of Pune in the year 2002. ➢ He is responsible for the development and e
Slide 30: Achievement
Achievement ACMA Winner for Excellence in Digitalization under Best Employer By World HRD Congress Turnover Category - Medium - BY ACMA Excellence (2021) Awards & 9th Technology Summit 2024 Recognised by Asian Leadership Awards & Middle East Leadership Awards 2023 under the following categories: Cer
Slide 31: 06. Annexure
06. Annexure ▪ Standalone Profit & Loss Statement ▪ Standalone Balance Sheet Q2 & H1 FY25 BSE: 542459
Slide 32: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Quarterly Half-Yearly Yearly Parameters (₹ in lakh) Q2 FY25 Q1 FY25 QoQ Q2 FY24 YoY H1 FY25 H1 FY24 YoY FY24 Total Income 1,814.2 1,875.6 (3.3)% 1,907.7 (4.9)% 3,689.8 4,249.7 (13.2)% 8,188.7 Cost of Material Consumed 1,051.2 1,234.9 878.2 2,286.1 2,403.4 4,866.0 E
Slide 33: Standalone Balance Sheet Statement
Standalone Balance Sheet Statement Assets H1 FY25 FY24 Equity & Liabilities H1 FY25 FY24 (₹ in Lakh) Non-current Assets 6,272.2 5,721.6 Equity 3,276.9 3,288.8 Property, Plant & Equipment 4,680.5 4,333.5 Share Capital 1,141.0 1,141.0 Capital work-in-progress 6.8 6.8 Other Equity 2,135.9 2,147.8 Right
Slide 34: Thank You!
Thank You! Kranti Industries Limited: Rik Consultancy & Advisory Services LLP: Mr. Sachin Subhash Vora Mr. Ritesh Shashiprakash Singh Chairman & Managing Director Investor Relations Consultant E: [email protected] M: +91 83293 85762 W: www.krantiindustries.com E: ritesh.singh@rikcapita