Hi-Tech Pipes Ltd (NSE:HITECH) Q2 FY25 Earnings Call Highlights: Strong Profit Growth Amid ...

In This Article:

  • Sales Volume: Increased by 22.5% to 1.23 lac tons in Q2 FY25 compared to 1 lac tons in Q2 FY24.

  • Revenue from Operations: Declined by 5.3% due to low steel prices.

  • Profit After Tax (PAT): Increased by 72% to INR 18 crores.

  • EBITDA: Rose by 57.6% to INR 42.2 crores.

  • EBITDA per Ton: Increased by 28%.

  • First Half FY25 Revenue: Increased by 13% to INR 1,572 crores.

  • First Half FY25 PAT: Surged by 95% to INR 36 crores.

  • First Half FY25 EBITDA: Increased by 77% to INR 285 crores.

  • Net Working Capital Days: Reduced from 63 to 60 days.

  • Debt-Equity Ratio: Improved from 0.7x to 0.49x.

  • Current Ratio: Strong at 1.63x.

  • Return on Capital Employed (ROCE): Improved from 11% to 15%.

  • Qualified Institutional Placement (QIP): Successfully closed, raising INR 500 crores.

Release Date: November 07, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Hi-Tech Pipes Ltd (NSE:HITECH) reported a 22.5% increase in total sales volume, reaching 1.23 lakh tons in Q2 FY25, driven by rising demand for tubes and value-added solutions.

  • The company achieved a 72% increase in profit after tax, reaching INR 18 crores, and a 57.6% rise in EBITDA to INR 42.2 crores, highlighting strong profitability despite revenue challenges.

  • Hi-Tech Pipes Ltd (NSE:HITECH) successfully reduced its net working capital days from 63 to 60 and improved its debt-equity ratio from 0.7x to 0.49x, indicating better financial management.

  • The company completed a successful Qualified Institutional Placement (QIP) raising INR 500 crores, showcasing strong investor confidence and providing capital for strategic initiatives.

  • Hi-Tech Pipes Ltd (NSE:HITECH) is on track to double its manufacturing capacity from 1 million tons to 2 million tons, aiming to become the second-largest manufacturer of W steel tubes and pipes.

Negative Points

  • Despite strong sales volume growth, Hi-Tech Pipes Ltd (NSE:HITECH) experienced a 5.3% decline in revenue from operations due to lower steel prices.

  • The company faced inventory losses of INR 600 to 700 per ton, impacting overall profitability.

  • There was an increase in inventory levels due to expanded capacities, which could pose a risk if demand does not meet expectations.

  • Hi-Tech Pipes Ltd (NSE:HITECH) is still working on finalizing its branding and marketing budget, which could delay efforts to strengthen its brand presence.

  • The company is exposed to market volatility, particularly in steel prices, which could affect future profitability if not managed effectively.