Page 64 - Steel Tech India eMagazine Volume July 2023
P. 64

92/     Ć ,668(   Ć -XO\

         GDLU\   RLO  DQG  JDV   SHWURFKHPLFDOV   FKHPLFDOV  DQG   during the paVW ¿VFDO \HDU  UHDFKLQJ   0W  DV SHU GDWD
         IHUWLOLVHUV    WKHUPDO    VRODU    DHURVSDFH    GHIHQFH    E\ WKH ,QGLDQ 6WDLQOHVV 6WHHO 'HYHORSPHQW $VVRFLDWLRQ
         DXWRPRELOHV  DQG GHVDOLQDWLRQ                       ,66'$   ,QGLD¶V SHU FDSLWD VWDLQOHVV VWHHO FRQVXPSWLRQ
         ,Q WKH ¿QDQFLDO \HDU       LW VSHQW 5V     EQ RQ FDSH[   DGYDQFHG IURP     NJ WR     NJ  GULYHQ E\ KHLJKWHQHG
         to add additional capacities at its existing plants. In the   GHPDQG IRU WKH HFR IULHQGO\ PHWDO LQ VHFWRUV VXFK DV
         FXUUHQW ¿QDQFLDO \HDU  LW SODQV WR LQYHVW 5V   EQ WR EXLOG   5DLOZD\V   SURFHVV  LQGXVWULHV   DQG $%&   DUFKLWHFWXUH
         QHZ PDQXIDFWXULQJ SODQWV DQG DGGLWLRQDO FDSDFLWLHV LQ   EXLOGLQJ DQG FRQVWUXFWLRQ
         existing plants.
                                                            ,QGLD  RXWSHUIRUPV  WKH  JOREDO  EHQFKPDUN   ZKHUHLQ
         ,W  DOVR  SODQV  WR  H[SDQG  LWV  SURGXFW  RႇHULQJV  E\   VWDLQOHVV VWHHO  SURGXFWLRQ  FRQWUDFWHG  E\
         LQWURGXFLQJ QHZ SURGXFWV LQ H[LVWLQJ PDUNHWV
                                                            GZLQGOLQJ IURP      0W LQ      WR      0W LQ       &<
         $SDUW IURP WKLV  WKH FRPSDQ\ LV SODQQLQJ WR HQWHU QHZ
         JHRJUDSKLHV WR H[SDQG LWV FXVWRPHU EDVH            $FFRUGLQJ WR ,66'$  QRYHO DYHQXHV RI JURZWK VXFK DV
                                                            alternative energy, ethanol, hydrogen production, water
         ,Q WKH ¿QDQFLDO \HDU       LW XQGHUWRRN DQ RUGHU ZRUWK
         5V   EQ  ZKLFK VWDQGV DV D WHVWLPRQ\ WR WKH FRPSDQ\¶V   VWRUDJH DQG GLVWULEXWLRQ ZLOO IXUWKHU EROVWHU WKH GHPDQG
         capabilities to handle large value orders.         IRU VWDLQOHVV VWHHO LQ WKH FRPLQJ \HDUV
         ,W  KDV  DOVR  FRPPLVVLRQHG  D  VRODU  SODQW  RI      0:  WR   $EK\XGD\ -LQGDO  0DQDJLQJ 'LUHFWRU RI -LQGDO 6WDLQOHVV
         UHGXFH LWV FDUERQ IRRWSULQW DQG PHHW LWV HQHUJ\ QHHGV   KLJKOLJKWHG FKDOOHQJHV IDFHG E\ 060(V GXH WR &KLQD¶V
         &RPLQJ WR LWV ¿QDQFLDO SHUIRUPDQFH  WKH UHYHQXH KDV   XQUHJXODWHG ¿UPV¶ DQWL GXPSLQJ DFWLYLWLHV LQ ,QGLD
         JURZQ DW D &$*5 RI     RQ DFFRXQW RI H[SDQVLRQ DQG   -LQGDO FLWHG WKH 'LUHFWRUDWH *HQHUDO RI 7UDGH 5HPHGLHV
         QHZ SURGXFW GHYHORSPHQW  7KH QHW SUR¿W DOVR JUHZ E\    '*75    ZKLFK  UHFRPPHQGHG  LPSRVLQJ  D
         D &$*5 RI        DQG LWV QHW PDUJLQ LPSURYHG IURP   FRXQWHUYDLOLQJ  GXW\   &9'   RQ  &KLQHVH  SURGXFWV
              LQ WKH ¿QDQFLDO \HDU      WR       LQ WKH ¿QDQFLDO   LPSO\LQJ FOHDU HYLGHQFH RI GXPSLQJ
         year 2023.
                                                            7KH 3ULPH 0LQLVWHU¶V 2ႈFH LV ORRNLQJ DW WKH LVVXH RI
         $V D UHVXOW  LWV 5R( DQG 5R&( DYHUDJHG       DQG
                UHVSHFWLYHO\  LQ WKH ODVW ¿YH \HDUV         &9' RQ LPSRUW RI VWDLQOHVV VWHHO  0LQW KDG UHSRUWHG
         7KH  FRPSDQ\  LV  GHEW  IUHH   ,W  DOVR  SD\V  FRQVLVWHQW   -LQGDO  VWUHVVHG  WKH  QHHG  IRU  SURWHFWLRQ  DV  GRPHVWLF
         dividends to its shareholders, and its average dividend   PDQXIDFWXUHUV ZHUH RSHUDWLQJ DW VLJQL¿FDQWO\ UHGXFHG
         SD\RXW LV                                          FDSDFLW\ XWLOL]DWLRQ

         5DWQDPDQL  0HWDOV     7XEHV  )LQDQFLDO  6QDSVKRW   -LQGDO WDONHG DERXW  WKH FRPSDQ\¶V QLFNHO LQYHVWPHQW
                                                            LQ ,QGRQHVLD  VWDWLQJ  ³)LUVW ZH ZRXOG OLNH WR VHH KRZ

          3DUWLFXODUV  5VP   )<    )<    )<    )<    )<     WKDW SHUIRUPV EHFDXVH WKLV LV D UHFHQW LQYHVWPHQW IRU
         Total Revenue                   23,423          45,071  XV  ,W ZLOO WDNH DURXQG 4  RI QH[W \HDU ZKHQ LW ZLOO EH
         Growth                                              RSHUDWLRQDO  VR RQFH ZH VHH KRZ LW SHUIRUPV  ZH ZLOO
         2SHUDWLQJ 3UR¿W                              7,754  OLNHO\ LQFUHDVH PRUH LQYHVWPHQW ´
         2SHUDWLQJ   3UR¿W                                      &RPPHQWLQJ  RQ  WKH  JRYHUQPHQW¶V  IRFXV  RQ  OLWKLXP
         Margin
                                                            DV  D  FULWLFDO  PLQHUDO   KH  VDLG   ³1RZ  WKH  JRYHUQPHQW
         1HW 3UR¿W              3,075                5,123
                                                            LV  IRFXVLQJ  RQ  OLWKLXP   ZKLFK  LV  SUHVHQW  LQ  -DPPX
         1HW 3UR¿W 0DUJLQ
                                                            .DVKPLU  ,W¶V D SRVLWLYH VWHS DQG ZH ZHOFRPH WKLV PRYH
         Data Source: Equitymaster                          %XW HQDFWLQJ D VLQJOH SROLF\ LV LQVXႈFLHQW  WKH\ QHHG WR
         *RLQJ  IRUZDUG   LQFUHDVLQJ  FDSDFLWLHV   QHZ  SURGXFW   EDFN SULYDWH LQGXVWULHV WR FROODERUDWLYHO\ DFKLHYH WKLV
         GHYHORSPHQW   DQG  H[SDQVLRQ  LQWR  QHZ  PDUNHWV  ZLOO
         GULYH WKH FRPSDQ\¶V JURZWK                         :KLOH  OLWKLXP  LV  D  SRVLWLYH  PRYH   WDONLQJ  DERXW  QLFNHO
                                                            LV OHVV IHDVLEOH GXH WR QHJOLJLEOH QLFNHO RUH UHVRXUFHV
         ,QGLD¶V  6WDLQOHVV  6WHHO  ,QGXVWU\  VHW  IRU  5REXVW   LQ  WKH  FRXQWU\   ,W¶V  RQO\  DYDLODEOH  LQ  VPDOO  SRFNHWV  LQ
         *URZWK¶
                                                            VSHFL¿F UHJLRQV  6R  ,QGLD¶V H[SORUDWLRQ RI UDUH PLQHUDOV
         6WDLQOHVV VWHHO FRQVXPSWLRQ LQ ,QGLD JUHZ E\ QHDUO\       LV  FUXFLDO   &KLQD  GRPLQDWHV  WKH  JOREDO  PDUNHW  LQ  UDUH



                                                                                               STEEL TECH
   59   60   61   62   63   64   65   66   67   68   69