Himatsingka Seide Ltd (NSE:HIMATSEIDE)

Q2 2025 Himatsingka Seide Ltd Earnings Call Transcript

Nov 18, 2024 / 06:30 AM GMT

Release Date Price: ₹159.09 (+8.31%)

Transcript

Key Points

Positve

Himatsingka Seide Ltd (BOM:514043) has successfully completed a QIP offering, raising 400 crore, which will be used to repay term debt and reduce net debt substantially.
The company is optimistic about growth prospects in the Indian market, aiming to grow it to a 1,000 crore market over the next five years.
Capacity utilization at manufacturing facilities remains high, with 90-99% in some divisions, indicating strong operational efficiency.
Revenues from India have seen significant improvements in the first half of the fiscal year compared to the previous year.
The company is actively working on internal initiatives to further deleverage the balance sheet, which remains a priority.

Negative

Total income decreased by 6.4% due to recalibration of the brand portfolio, impacting revenue streams.
Capacity utilization in the sheeting division has decreased to 61%, affecting overall revenue.
The recalibration initiatives are expected to impact the company for another 4 to 6 months, potentially leading to subdued revenue in the short term.
Working capital cycles have expanded post-COVID, and the company is working to correct this.
The branded portfolio's contribution to revenue has decreased from previous levels, indicating a shift in revenue mix.

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

HMSD.NS - Himatsingka Seide Ltd
Q2 2025 Himatsingka Seide Ltd Earnings Call
Nov 18, 2024 / 06:30AM 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 the Himatsingka Sa Limited Q2 Fr 25 earnings conference call hosted by Elara Securities Private Limited.

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 Miss Prea Jinwa from Elara Securities Private Limited. Thank you and over to you, ma'am.

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