KEC International Ltd. · NSE:KEC

KEC International — Annual Investor Conference 2016

10 slides from KEC International's conference presentation, Jun 28, 2016

  1. Slide 1: Annual Investor Conference 2016

    ANNUAL INVESTOR CONFERENCE 2016 28th June 2016, Mumbai

  2. Slide 2: KEC International

    KEC INTERNATIONAL A 1.3 BILLION DOLLAR GLOBAL INFRASTRUCTURE EPC MAJOR Power T & D Cables Railways Water Water

  3. Slide 3: Overview

    Overview EPC MAJOR MULTI-LOCATIONAL BUSINESS PORTFOLIO MANUFACTURING An Indian multinational Infra EPC Power T & D, major 8 Manufacturing facilities Cables, across India, Brazil and Flagship company of the RPG group Railways, Mexico Over 7 decades of experience Water and Manufactures Towers, Present

  4. Slide 4: Key Updates – FY16 (1/2)

    Key Updates – FY16 (1/2) Financials  Significant profitability improvement – Q4 EBITDA margin highest in last 19 quarters  Order intake growth in challenging environment and low commodity prices  Significant reduction in interest cost  SAE Turnaround with positive PBT Business expansion  Expans

  5. Slide 5: Key Updates – FY16 (2/2)

    Key Updates – FY16 (2/2) Business excellence  Continued focus on operational excellence- increase in number of projects delivered ahead of schedule.  Completed two cross border inter-connectivity projects  400kV Double Circuit Twin Indo-Bangladesh line five months ahead of schedule  Indo-Nepal c

  6. Slide 6: T&D: Encouraging Growth Outlook

    T&D: Encouraging Growth Outlook Growth in India T&D  Intra-state connectivity investment increasing  Changing SEB order sizes : Large ticket tenders being floated  Focus on timely delivery: preference for larger players amongst SEBs  High end products becoming more prevalent – GIS / HVDC lines 

  7. Slide 7: Railway: Encouraging Outlook

    Railway: Encouraging Outlook Potential  Overall capital outlay to Rs 1.21 lakh Crs for FY17  Opportunity for KEC in excess of Rs 10,000 Crs in FY17 Structural improvement in Railway bidding system & execution  Tender values have reached Rs 500+ Crs  Number of tenders are increasing  Time frame

  8. Slide 8: Solar: Large Opportunity

    Solar: Large Opportunity Government plans to add 20 GW of Solar capacity in FY17 as against 5GW in FY16 What a Developer wants :  Speed of execution and mobilisation  Credible EPC partner – enabling financial closure  Better supply chain control – structures, inverters, transformers, cables etc.

  9. Slide 9: Strategy

    Strategy ESTABLISHED BUSINESS EMERGING BUSINESSES POWER TRANSMISSION RAILWAYS & SOLAR • Expansion of Substations & • Strengthen foothold in Indian market Underground Cabling business • Target growth opportunities outside • Strengthen presence in SAARC & India by leveraging KEC’s strong global Southe

  10. Slide 10: THAIN] KY Tofu

    THAIN] KY Tofu

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