Investor Presentation August, 2022 slide image

Investor Presentation August, 2022

Quarterly profit & loss statement GULSHAN POLYOLS LIMITED Particulars (INR Mn) Q1 FY23 Q1 FY22 YOY% Q4 FY22 QoQ% Revenue from Operations 2,701.83 2,385.55 13.26% 2,922.27 -7.54% Other Income 4.68 4.15 11.02 Total Revenue 2,706.50 2,389.70 13.26% Raw Material Cost -1,601.46 -1,183.34 2,933.29 -1,557.40 -7.73% Employee Expense -85.23 -82.36 -124.88 Other Expenses -801.98 -688.70 -990.96 EBITDA (Includes Other Income) 217.83 435.30 -49.96% 260.04 EBITDA Margin (%) 8.05% 18.22% 8.87% Depreciation -70.59 -75.69 -84.84 Finance Cost -10.88 -8.20 -13.75 PBT Before Exceptional Item 136.37 351.42 161.45 Exceptional Items 0.00 0.00 0.00 PBT 136.37 351.42 -61.20% 161.45 -15.54% Tax -34.51 -89.79 -44.77 -16.23% Financial Performance Comparison: Q1 FY23 vs Q1 FY22 Revenue from Operations grew by healthy 13.3% from INR 2,385.55 Mn in Q1 FY22 to INR 2,701.83 Mn in Q1 FY23 backed by healthy growth across our three segment. EBITDA degrew by 50% from INR 435.30 Mn in Q1 FY22 to INR 217.83 Mn in Q1 FY23 owing to decline in EBITDA margin from 18.2% to 8.0% primarily led by commodity cost headwinds faced by the industry on account of continued high inflation in the prices of basic raw materials, rice and maize. Further, global supply chain issues related to coal supply has also led to significant increase in power cost which impacted the margin. Net profit has decreased by 61.1% from INR 261.62 Mn in Q1 FY22 to INR 101.86 Mn in Q1 FY23. The Net Profit Margins were at 3.8% in Q1 FY23 from 10.9% in Q1 FY22 due to increased operating costs as mentioned above. PAT 101.86 261.62 -61.07% 116.68 -12.71% Other comprehensive profit / loss -0.13 0.00 -1.85 Net PAT 101.99 261.62 -61.02% 118.53 -13.97% PAT Margin % 3.76% 10.95% 3.98% Diluted EPS 1.96 5.28 -62.87% 2.24 -12.50% (minor differences due to rounding off) Investor Presentation August, 2022. 36
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