ISGEC Total Interactions 61 IGSEC Total meetings 6 Meeting Room 0 Date Trident, Bandra Kurla, Mumbai. Venue: 13-Aug-18 Lunch from 12 - 3:30 PM @ Orloff & Cullinan, Level 2 Start End Name Fund M5 Invesco MF & PMS 9:00 AM 9:50 AM Amit Nigam M4 Elara Capital 9:00 AM 9:50 AM Gaurav Lohiya M3 HSBC MF 9:00 AM 9:50 AM Gautam Bhupal M6 GMO 9:00 AM 9:50 AM Jignesh Kamani M3 Invesco MF & PMS 9:00 AM 9:50 AM Rita Tahilramani M1 Sundaram MF 9:00 AM 9:50 AM Rohit Sekhsaria M3 Old Bridge Capital 9:00 AM 9:50 AM Sanjay Dam M4 9:00 AM 9:50 AM Sanjay Doshi Reliance MF M3 9:00 AM 9:50 AM Vinay Paharia Union MF M2 Aditya Birla Sunlife MF 9:00 AM 9:50 AM Vishwesh Mehta M4 Julius Baer 9:00 AM 9:50 AM Milind Muchhala M5 Quest PMS 9:00 AM 9:50 AM Sandeep Baid M5 Mirae MF 10:00 AM 10:50 AM Bharti Sawant M5 Kotak MF 10:00 AM 10:50 AM Dhananjay Tikariha M2 Reliance MF 10:00 AM 10:50 AM Dhrumil Shah M2 Max Life 10:00 AM 10:50 AM Jitendra Sriram M1 10:00 AM 10:50 AM Kapil Agarwal Max Life M1 Kotak MF 10:00 AM 10:50 AM Pankaj Tibrewal M4 10:00 AM 10:50 AM Rajendra Mishra IDFC MF M4 10:00 AM 10:50 AM Srinath Krishnan Acacia M1 Baroda Pioneer MF 11:00 AM 11:50 AM Abul Fateh M4 GSAM 11:00 AM 11:50 AM Aman Batra M2 Amansa Capital 11:00 AM 11:50 AM Anshul D M2 Quest PMS 11:00 AM 11:50 AM Bharat Sheth M5 11:00 AM 11:50 AM Nitin Arora Axis MF M4 Baroda Pioneer MF 11:00 AM 11:50 AM Pratish Krishnan M5 ASK Investments 11:00 AM 11:50 AM Sujit Jain M5 11:00 AM 11:50 AM Sumit Jain ASK Investments M3 11:00 AM 11:50 AM Ujwal Shah Quest PMS M2 Banyan Capital 11:00 AM 11:50 AM V P Rajesh M5 DHFL Pramerica MF 11:00 AM 11:50 AM Vivek Sharma M4 11:00 AM 11:50 AM Vinod Malviya Florintree Investments M3 11:00 AM 11:50 AM Nalin Bhatt Kotak MF M2 12:00 PM 12:50 PM Abhishek Gupta GSAM M4 Value Quest 12:00 PM 12:50 PM Anuj Pansari M4 Kotak AIF 12:00 PM 12:50 PM Bhavin Shah M1 12:00 PM 12:50 PM Gopikrishna Kodandaraman ICICI Lombard M1 Infina 12:00 PM 12:50 PM Jasdeep Walia M5 Multi-Act 12:00 PM 12:50 PM Jinal Sheth M5 Tata AIA Life 12:00 PM 12:50 PM Nalin Ladiwala M1 Patni Advisors 12:00 PM 12:50 PM Pranshu Mittal M1 Infina 12:00 PM 12:50 PM Ravikiran Surana M5 SBI MF 12:00 PM 12:50 PM Richard D'Souza M6 IDBI MF 12:00 PM 12:50 PM Tapan Karnik M2 Essel MF 12:00 PM 12:50 PM Viral Berawala M5 Seraphic Mgt & Adv. 12:00 PM 12:50 PM Nirmal Shah M3 Seraphic Mgt & Adv. 12:00 PM 12:50 PM Sankaranarayanan S M3 Artemis 1:00 PM 1:50 PM Abhay Modi M4 1:00 PM 1:50 PM Brijesh Ved BNP Paribas MF M3 Abakkus Asset Manager 1:00 PM 1:50 PM Chetan Vora M3 Alchemy Capital 1:00 PM 1:50 PM Darshan Engineer M1 Enam Holdings 1:00 PM 1:50 PM Manish Goyal M4 1:00 PM 1:50 PM Neelesh Wagle Suyash Advisors M1 1:00 PM 1:50 PM Nirav Shah MSD Partners M3 Systematix 1:00 PM 1:50 PM Praful Kumar M1 Avendus Capital 1:00 PM 1:50 PM Sachin Mehta M3 Alchemy Capital 1:00 PM 1:50 PM Sachin Shah M1 Principal MF 1:00 PM 1:50 PM Siddarth Mohta M4 Mirabilis 1:00 PM 1:50 PM Srinivas Seshadri M4 L&T MF 2:00 PM 2:50 PM Alok Ranjan M3 2:00 PM 2:50 PM Soumendra Nath Lahiri L&T MF M8 M1 M7 M3 M5 M1 M1 M1 M5
Investors Meet 1
Products EPC Presses Projects Iron & Process Steel Equipment Sugar Engineering Castings Industrial Plants & Boilers & Projects Manufacturing Distilleries Air Built-to- Pollution Print Boilers Control Equipment Solutions 2
Chronicle JV with HITZ, Japan New Mfg Unit Set up at JVs with Bawal AmecFW 1 st Patent for USA. Containers Titan, USA, from USA. Redecam, Italy Mechanical Rattangarh Presses Plant for piping Traveling Grate, Horton New Mfg Unit Sphere, Set up at Dahej Castings 1 st . Patent of Isgec John Thompson Container from Mexico Heavy Engg Acquired Business Steel Casting Started Plant Firrst Hydraulic Press Knowledge Skill Based 1 st Liquified Based Gas Container 3
Associate Companies • JV with Amec Foster Wheeler ( Now Sumitomo SHI FW Energia, Oy) for Isgec Amec Foster Wheeler engineering of their CFB Boiler Projects overseas. • JV with Hitachi Zosen Corporation, Isgec Hitachi Zosen Limited Japan for manufacturing critical process equipment. • JV with Titan Metal Fabricators, USA for Isgec Titan Metal Fabricators Pvt. manufacturing equipment with exotic Ltd. Materials. • JV with Redecam, Italy for Isgec Redecam Pvt. Ltd. environmental solutions Saraswati Sugar Mills Ltd • 100% Subsidiary for sugar & by products 4
Evolution From Fabrication Led Technology Led Total Solution From Equipment Manufacturer Provider From Domestic Global 5
Our Business Strategy Growth Profitability Futuristic 6
Our Business Strategy Growth Fertilizer Power Steel Refinery Sugar Cement Automobile Air Pollution Control Petrochemicals • Mix of Manufacturing & EPC Business. Diversified • Mix of Domestic & Export revenues. Portfolio • Wide Spectrum of User Segment. 7
Our Business Strategy Profitability • Enhancing Operational Efficiency. • Process Improvements. • Adopting IT Enabled Solutions . Improving Profitability • Using Niche Technologies. • Value Engineering • Design to Cost 8
Our Business Strategy Futuristic • ISGEC REACH 4.0 ( Industry 4.0) • CFB Boilers Constant Forays • Hot Stamping & Servo Presses. in to Futuristic • Air Pollution Control Solutions. Business Lines • Exotic Metal Fabrication 9
Intrinsic Strengths Balanced Approach- Growth & Consolidation Sound Knowledge Base Nurturing Human Capital Reliability – Project Execution Stability – Ability to Survive Down cycles Presence in Multiple Core Sectors- Spreading Risk 10
Projected Sector Performance Refining Capacity in MMTPA Petrochemical Demand in MMTPA 100 800 80 600 60 400 40 200 20 0 0 2018 2025 2030 2035 2040 2015-16 2017-18 2029-30 • Fuel Consumption growth @ 7-8% p.a Drivers of • 25% Export Capacity as a Policy. • Petrochem consumption growth @10% p.a Growth • Per capita petrochem consumption 10 kg p.a vs >100 kg p.a in USA. • Integrated Petrochem with Refinery improves project RoI by 4-5% .
Projected Sector Performance Cement Production Capacity in MMTPA 600 500 400 300 200 100 0 2018 2025 • Investment in Infrastructure- Railways, Ports, Roads, Urban Infrastructure. Drivers of • India requires 52L crores investment in infrastructure by 2022. Growth 6L crores allocated in current budget. • Industrial Construction, Commercial Construction & Housing. 12
Projected Sector Performance Steel Production Capacity in MMTPA 350 300 250 200 150 100 50 0 1991-92 2015-16 2030-31 • Projected Infrastructure Spend. • Current consumption growth rate 5.6% . Likely to increase. Drivers of • Govt.’s Steel Policy to increase usage of steel by substitution in bridges, buildings & more. Growth • Introduction of Life Cycle Cost concept in tenders. • Present per capita consumption 61 kg Vs World Av 208. • Projected demand as per current GDP growth – 212-247 mmtpa. 13
Projected Sector Performance • Sox Reduction Units Opportunity in Existing Power Plants- 42,000 Opportunity crores in Thermal • New Thermal Power Capacity Power Planned approximately 25000 MW in 4-5 years 14
Competition Leadership Position in Most Business Lines • Market Leaders in Hydraulic & Mechanical Presses. Sugar Plants CFB Boilers Traveling Grate Boilers Liquefiable Gas Containers • Among Top two in Process Equipment. Slop Fired Boilers Oil & Gas Boilers Bubbling Bed Boilers Made to order large steel castings. 15
Doing Business Responsibly Business Strategy Corporate Environmental Social Health Responsibility 16
Environmental Health • Roof top Solar Power Green Energy- • LEDs. Reduction in • Gas Fired Furnaces Carbon Footprints instead of Fuel Oil • ETP- 100% effluents Waste Disposal treated before discharge. • E-Waste Disposal Policy. • Maintaining Green Cover Green Cover in our Establishments 17
Social Responsibility Renovation of toilets at MCD DDA Slum School. Renovation at Govt. Girls School. Govt. Sr. Secondary Girls School completely renovated & all basic amenities provided. 18
Our Products 19
Hydraulic & Mechanical Presses Wood Defence Working Nuclear Shipyard Aero Railways Agriculture Automobile Presence in 25 Countries 20
Registered Trade Mark 21
Process Equipment Isgec Hitachi Zosen Ltd. Dahej (Port) Works Ammonia Converter (multi-wall/830 MT) Petrochemical Column – 105 m long Coke Drum (9.2m dia/475 MT) Hydro Processing Reactor 22
Process Equipment Isgec Titan Metal Fabricators Titanium Tube Bundles for Refinery KBR’s proprietary equipment Metallurgy Titanium • Tantalum • Hastalloy • Niobium • Zirconium • Nickel Falling Film Evaporator Tantalum Heat Exchangers 23 23
Recommend
More recommend