Jai Balaji Industries Ltd (BOM:532976)

Q2 2025 Jai Balaji Industries Ltd Earnings Call Transcript

Nov 19, 2024 / 09:30 AM GMT

Release Date Price: ₹184.58 (+1.27%)

Transcript

Key Points

Positve

Jai Balaji Industries Ltd (BOM:532976) has maintained a healthy performance amidst challenging market dynamics, with revenue, EBITDA, and activity increasing by 8%, 30%, and 34% respectively on a half-yearly basis.
The company is progressing towards becoming net term debt-free within the next 12 months, with a significant reduction in net debt from INR 398 crores to INR 355 crores.
Capacity expansion plans are underway, with the DI pipes capacity expected to increase from 3 lakh metric tons to 6.6 lakh metric tons by FY26, and the ferroalloy capacity to increase from 1.6 lakh tons to 1.9 lakh tons by Q1 FY26.
A 35 TPH blast gas boiler has been commissioned as part of a green energy initiative, integrating waste gas utilization to reduce carbon emissions and enhance sustainability.
The company has announced a stock split to improve liquidity, dividing each equity share into five shares with a face value of INR 2 each.

Negative

The company experienced a decline in PAT due to deferred tax provisions, which are non-cash items.
There has been a fall in revenue and profitability on a quarter-on-quarter basis due to a decrease in production and sales realization of some finished products.
The demand for DI pipes has been reported to slow down due to government order delays and high freight rates affecting exports.
The company faces challenges from global market conditions, particularly due to China's macroeconomic trends impacting commodity pricing.
There is uncertainty regarding future CapEx plans beyond the current INR 1,000 crore plan, with no specific new projects announced yet.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JAIB.NS - Jai Balaji Industries Ltd
Q2 2025 Jai Balaji Industries Ltd Earnings Call
Nov 19, 2024 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to J Industries Limited Q2 FY25 investor conference call hosted by Systematics Institutional equities. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to MS Shweta Dikshit from systematics institutional equities. Thank you and over to you, ma'am.

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