Man Industries (India) Ltd (BOM:513269)
₹ 312.35 -12.65 (-3.89%) Market Cap: 20.22 Bil Enterprise Value: 19.58 Bil PE Ratio: 17.52 PB Ratio: 1.46 GF Score: 86/100
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Q1 2025 Man Industries (India) Ltd Earnings Call Transcript

Aug 12, 2024 / 11:30AM GMT
Release Date Price: ₹453.85 (+5.61%)

Key Points

Positve
  • Standalone revenue grew by 58% year-on-year to INR731.9 crore.
  • Consolidated revenue increased by 53% year-on-year to INR748.7 crore.
  • Standalone PAT saw a significant growth of 103% year-on-year.
  • The company has a healthy unexecuted order book of approximately INR4,000 crore.
  • Man Industries (India) Ltd (BOM:513269) is expanding with a new plant in Dammam, Saudi Arabia, costing approximately INR600 crore.
Negative
  • There was a clerical error in the projected ERW capacity, leading to confusion.
  • The ERW segment faced initial yield issues, impacting EBITDA.
  • Majority of the orders executed were domestic, which typically have lower margins compared to exports.
  • The company is currently operating at only 60% capacity utilization in India.
  • The ERW segment is expected to operate at only 40% utilization this year due to teething issues.
Operator

Ladies and gentlemen, welcome to the Q1 FY25 result conference call of Man Industries India Limited, hosted by Emkay Global Financial Services. We have with us today Dr. Ramesh Mansukhani, Chairman; Nikhil Mansukhani, Managing Director; Sanjay Kumar Agrawal, Chief Financial Officer; and Rahul Rawat, Company Secretary. (Operator Instructions)

I would now like to hand the conference over to Mr. Harshal from Emkay Global Financial Services. Thank you and over to you, sir.

Unidentified Participant

Good evening, everyone. Welcome to the Q1 FY25 earnings conference call Man Industry. We have with us today, Mr. Nikhil Mansukhani, the Managing Director; Mr. Sanjay Agrawal, CFO, Mr. Kamal Sahoo, Strategy Head.

I will now hand over the call to the management for the opening remarks. So, over to you Mr. Agrawal, you can take the call.

Sanjay Agrawal;India;Ltd;Chief Financial Officer
Man Industries

()-

Thank you, Mr. Harshal. Good evening, the shareholders and the

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