Jindal Saw Ltd (BOM:500378)
₹ 287.65 -3.9 (-1.34%) Market Cap: 183.41 Bil Enterprise Value: 222.23 Bil PE Ratio: 28.12 PB Ratio: 1.46 GF Score: 80/100

Q1 2025 Jindal SAW Ltd Earnings Call Transcript

Jul 30, 2024 / 11:00AM GMT
Release Date Price: ₹318 (+5.57%)

Key Points

Positve
  • Jindal Saw Ltd (BOM:500378) reported a 15% increase in top-line revenue, reaching INR4,417 crores.
  • EBITDA saw a significant rise of 37%, amounting to INR842 crores.
  • PAT (Profit After Tax) increased by 60%, reaching INR446 crores.
  • The company is moving towards value-added products, which is beginning to show positive results.
  • The order book continues to grow, indicating strong demand and a healthy pipeline of projects.
Negative
  • Debt on a stand-alone basis increased from INR3,200 crores to INR3,900 crores, primarily due to higher working capital requirements.
  • There are temporary delays in project allocations due to budgetary and decision-making delays, which could impact short-term performance.
  • The company faces challenges in maintaining a balance between export and domestic markets, especially with fluctuating commodity prices.
  • There is a need for significant capital conservation, which has limited the dividend distribution, potentially disappointing some investors.
  • The company has not announced any new major projects, indicating a cautious approach towards expansion despite strong performance.
Operator

Ladies and gentlemen, good day, and welcome to Jindal SAW Limited Q1 FY25 Conference Call hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Vikash Singh from PhillipCapital India Private Limited. Thank you, and over to you, sir.

Vikash Singh
PhillipCapital India Private Limited - Moderator

Good afternoon, everyone. I warmly welcome everyone on Jindal SAW Q1 FY25 results con call. From the management side today, we have with us Mr. Neeraj Kumar, Group CEO and full time Director; Mr. Vinay Kumar Gupta, President and Head President; Mr. Narendra Mantri, President, Head Commercial and CFO; and Mr. Rajeev Goyal, Vice President, Group Corporate Financial Treasury. Without taking any much time, I'll hand over the call to Mr. Neeraj Kumar for his opening remarks. Over to you, sir.

Neeraj Kumar
Jindal SAW Ltd - Group Chief Executive Officer, Whole-time Director

Thank you, investors. Today, what I propose to do is

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot