Q1 2025 Black Rose Industries Ltd Earnings Call Transcript
Key Points
- Black Rose Industries Ltd (BOM:514183) reported an 8% increase in total revenue from operations compared to the corresponding quarter of the previous financial year.
- The company's EBITDA grew by 17% in absolute terms, reflecting substantial profitability improvements.
- The company is 100% long-term debt-free and has sufficient reserves to meet future requirements.
- The chemical distribution business outperformed the manufacturing division, contributing significantly to the revenue.
- The company has strong support and good allocation from its principals, aiding in catering to higher domestic demand and improving profitability.
- The export business in acrylamide liquid witnessed rollovers of orders due to logistics problems, impacting sales.
- The Morbi market for ceramic binders remained subdued due to increased gas prices and higher freight rates.
- The export business contributed only 21% of the revenue compared to 45% in the corresponding quarter, indicating a decline.
- The debtor days have increased to around 60 days, raising concerns about the sustainability of this trend.
- The rising yen could potentially impact the business, although most transactions are hedged and conducted in US dollars.
Good afternoon, ladies and gentlemen, and thank you for attending this virtual meeting. It is my pleasure to welcome you on behalf of Black Rose Industries and SKP Securities to this Q1 FY25 financial results webinar. We have with us Mr. Ambarish Daga, Director, Joint CFO and IR Officer; and Mr. Bhavesh Shah, General Manager of Sales.
This webinar is being recorded for compliance reasons. And during the discussion, there may will be some forward-looking statements. These must be viewed in conjunction with the risks that the company faces.
We'll have the opening remarks and a presentation by Mr Daga, followed by a Q&A session. Thank you, and over to you, Ambarish.
Thank you, Navin, and a very warm welcome to one and all, who has taken out time to attend our webinar. Can I request Navin-ji to open the presentation, please?
While the presentation gets
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