Group Presentation (Dec 2020)
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Group Presentation
In Perspective June 2019 ADITYA BIRLA GROUP At a glance Business Sectors Vision & Values People Vision Research & Development Sustainability Social Responsibility Presentation Structure Over 50 years The Group Global Global Ranks India Ranks At a Glance of History Today Presence Industry Business Sectors presence The glue that Vision & Values binds us Group Our Employee People Vision Value Proposition A Meritocracy People Vision (EVP) Research & Building Development Capability Focus on Energy, Sustainability Water, Technology Social Caring Corporate Responsibility Citizen ADITYA BIRLA GROUP At a glance Business Sectors Vision & Values People Vision Research & Development Sustainability Social Responsibility At a Glance | Over 50 years of History 1930-1970 1970-1995 1995-2000 Shaping of a The making of Entry into Services Conglomerate India’s first MNC • Financial Services • Set-up Grasim, Hindalco, • Thailand • Telecom Eastern Spinning • Indonesia • Copper • Acquired Indian Rayon • Malaysia • Cement business of Indian Rayon • Egypt demerged to Grasim 2000-2005 2005-2010 2011-2018 Building Scale Growth and Cementing Leadership Positions in Relevant through Consolidation Sectors Acquisitions • Formation of Aditya In India: Birla Nuvo: a • Future Group’s “Pantaloons Format” business In India: premium • Financial investment in Living Media India Ltd. (India Today Group), • Indal - Aluminium conglomerate with through its private investment company • Chloro Chemicals Division of Kanoria Chemicals • L&T – Cement and diversified businesses • -
Chapter No: I Introduction
Asset Management CHAPTER NO: I INTRODUCTION SWAMY VIVEKANANDA RURAL FIRST GRADE COLLEGE Page 1 Asset Management INTRODUCTION OF FINANCE Financial management is essential for every business enterprise to carry out its activities. Because finance is basic foundation of all kinds of modern economic activities of all the factors of production namely land, labor, capital, and organization capital are the most important factors. All economic activities have their base in finance. Finance is the master key that provides access to all resources for being employed in business activities. Finance is regarded as the “LIFE BLOOD OF BUSINSS”. Financial management is a specialized activity which is concerned with the collection or raising of finance and its effective utilization for the attainment of common objectives of the business enterprise .It includes financial planning, financial administration and financial control. Financial management is concerned with the management decisions that results in the acquisitions and financing of long term and short term credits for the firm as such it deals with the situations that require selection of specific assets or combination of liabilities as well as the problem of size and growth of an enterprise. The analysis of these decisions is based on the expected inflows and outflows of funds and their effects upon managerial objective. Meaning of finance Finance is one of the major elements, which activates the overall growth of the economy. Finance is the lifeblood of economic activity. A well-knit financial system directly contributes to the growth of the economy. An efficient financial system calls for the effective performance of financial institutions, financial instruments and financial markets. -
FY 2016-17, GDP Growth Is Projected at 7.5%
CMYK CMYK ADITYA BIRLA FASHION AND RETAIL LIMITED ANNUAL REPORT 2015 -2016 Thomson Press CMYK Mr. Aditya Vikram Birla We live by his values. Integrity, Commitment, Passion, Seamlessness and Speed. CMYK LETTER TO THE SHAREHOLDERS: THE CHAIRMAN, ADITYA BIRLA GROUP Global Economy The global scenario continues to be trapped in a low growth trajectory, despite the steep drop in crude oil and commodity prices. Furthermore, a barrage of monetary stimulus has driven down interest rates close to zero in many of the advanced economies. With the monetary stimulus option by and large exhausted, governments are more likely to turn to fiscal and structural measures to revive growth. The IMF projects global growth to inch up from 3.1% in 2015, to 3.2% in 2016 and increasing to 3.5% in 2017. Growth in the advanced economies is projected at 1.9% in 2016, with US growth pegged at 2.4%, Europe at 1.5% and Japan at 0.5%. Growth in the emerging markets in 2016, overall, is projected at 4.1%, much of it coming from China, India and the ASEAN region. Growth in Latin America is expected to be only 0.5%, on account of a 3.8% decline in growth in Brazil. No sustained upside is seen in oil and commodity prices in 2016. The path ahead for the global economy remains challenging, with greater uncertainties thrown in. Concerns persist about the slowdown in China and its ability to shift smoothly from export-led to domestic-led growth. Fiscal pressures will accentuate in the oil producing countries, including the rich Middle- East countries. -
Kotak Standard Multicap Reg Gr Category Suggested Horizon Equity - Multi Cap 3 Years and Above
Kotak Standard Multicap Reg Gr Category Suggested Horizon Equity - Multi Cap 3 Years and above Investment Objective Trailing Returns Investment Growth The investment objective of the scheme is to generate Period Inv Bmk1 Time Period: 12/1/2014 to 11/30/2019 long-term capital appreciation from a portfolio of equity 3 months 9.72 9.31 170.0 and equity related securities, generally focused on a few selected sectors. However, there is no assurance that 6 months 1.18 0.09 160.0 the objective of the scheme will be realized. 1 Year 12.80 7.73 150.0 2 Years 6.68 3.54 3 Years 13.56 11.50 140.0 5 Years 10.95 7.24 130.0 Manager Biography Drawdown 120.0 Harsha Upadhyaya since 8/4/2012 Time Period: 12/1/2016 to 11/30/2019 110.0 Operations Inv Bmk1 100.0 Inception Date 9/11/2009 Max Drawdown -11.44 -12.40 90.0 Max Drawdown # of Periods 2.00 2.00 80.0 Minimum Initial 5,000 2015 2017 2019 Max Drawdown Peak Date 9/1/2018 9/1/2018 Annual Report Net Expense Ratio 1.84 Max Drawdown Valley Date 10/31/2018 10/31/2018 Kotak Standard Multicap Reg Gr IISL Nifty 500 PR INR Turnover Ratio % 40.20 Leading Detractors Leading Contributors Time Period: 12/1/2018 to 11/30/2019 Time Period: 12/1/2018 to 11/30/2019 NAV (Mo-End) 37.25 Rescaled Rescaled Return Contribution Return Contribution Weight Weight Risk Reward RBL Bank Ltd 2.38 -31.49 -0.79 ICICI Bank Ltd 7.05 44.68 2.90 Std Dev 12.71 Mahindra & Mahindra Ltd 1.48 -31.96 -0.62 Reliance Industries Ltd 7.28 33.58 2.34 Alpha 1.01 GAIL (India) Ltd 1.81 -24.75 -0.48 HDFC Bank Ltd 7.51 20.81 1.49 Sharpe Ratio 0.80 Larsen -
Ultratech Corporate Dossier August
INDIA'S LARGEST CORPORATE CEMENT DOSSIER COMPANY Stock code: BSE: 532538 NSE: ULTRACEMCO Reuters: UTCL.NS Bloomberg: UTCEM IS / UTCEM LX Contents ADITYA BIRLA OPERATIONAL ECONOMIC INDIAN CEMENT ULTRATECH GROUP- AND FINANCIAL ENVIRONENT SECTOR LANDSCAPE OVERVIEW PERFORMANCE GLOSSARY Mnt – Million Metric tons Lmt – Lakhs Metric tons MTPA – Million Tons Per Annum MW – Mega Watts Q1 – April-June Q4 – January-March CY – Current year period LY – Corresponding Period last Year FY – Financial Year (April-March) ROCE – Return on Average Capital Employed ROIC – Return on Invested Capital 2 Note: The financial figures in this presentation have been rounded off to the nearest ` 1 cr. 1 US$ = ` 64.46 ADITYA BIRLA GROUP - OVERVIEW Aditya Birla Group – Overview Premium global US$ ~41 billion Corporation conglomerate In the League of Fortune 500 Operating in 36 countries with over 50% Group revenues from overseas Anchored by about 120,000 employees from 42 nationalities Ranked No. 1 corporate in the Nielsen’s Corporate Image Monitor FY15 # 1 cement player in India by Capacity A global metal powerhouse – 3rd biggest # 4 largest cement producers globally producers of primary aluminum in Asia (ex China) # 1 in viscose staple fibre in globally # 2 player in viscose filament yarn in India Globally 5th largest producer of acrylic Globally 4th largest producer of insulators fibre A leading player in life insurance and AM Indian Listed Entities Entities Listed Indian # 3 cellular operator in India Top fashion and lifestyle player in India Among top 2 supermarket chains in retail in India Our Values Integrity Commitment Passion Seamlessness Speed 4 UltraTech Cement India’s largest cement company No. -
Corporate Presentation 02.02.16
INDIA'S LARGEST CORPORATE CEMENT DOSSIER COMPANY Stock code: BSE: 532538 NSE: ULTRACEMCO Reuters: UTCL.NS Bloomberg: UTCEM IS / UTCEM LX Contents ADITYA BIRLA OPERATIONAL ECONOMIC INDIAN CEMENT ULTRATECH GROUP- AND FINANCIAL ENVIRONENT SECTOR LANDSCAPE OVERVIEW PERFORMANCE GLOSSARY Mnt – Million Metric tons Lmt – Lakhs Metric tons MTPA – Million Tons Per Annum Q2 – July-September Q3 – October-December 9M – April-December H1 – April – September LY – Corresponding Period last Year FY – Financial Year (April-March) ROCE – Return on Average Capital Employed MW – Mega Watts ICU – Integrated Unit GU – Grinding Unit BT – Bulk Terminal 2 Note 1: The financial figures in this presentation have been rounded off to the nearest ` 1 cr, 1 US$ = ` 66 ADITYA BIRLA GROUP - OVERVIEW Aditya Birla Group Premium global US$ ~41 billion Corporation conglomerate In the League of Fortune 500 Operating in 36 countries with over 50% Group revenues from overseas Anchored by about 120,000 employees from 42 nationalities Ranked 4th in global top companies for leaders and 1st in Asia Pacific (Source: Aon Hewitt, Fortune & RBL - 2011) A global metal powerhouse – 3rd biggest producers of primary aluminum in Asia. No. 1 in viscose staple fibre in the world. No. 1 in carbon black in the world. Amongst the top global cement players. Globally 4th largest producer of insulators and acrylic fibre. Positioning in India: Largest capacity in cement. Top fashion and lifestyle player. 2nd largest player in viscose filament yarn. Among the top 3 mobile telephone companies. Indian Listed Entities Entities Listed Indian A leading player in life insurance and asset management. Among the top 2 supermarket chains in retail. -
Ultratech Cementlimited Registered Office Maharashtra, India
ULTRATECH CEMENT LIMIITED | SUSTAINABILITY REPORT 2018-19 CEMENT LIMIITED | SUSTAINABILITY ULTRATECH REGISTERED OFFICE ULTRATECH CEMENT LIMITED B WING, SECOND FLOOR, AHURA CENTRE, MAHAKALI CAVES ROAD, DRIVING GROWTH ANDHERI (E), MUMBAI, MAHARASHTRA, INDIA. thinkstep +91 22 669 17800 SGA Adsvita THROUGH SDGs +91 22 669 28109 SUSTAINABILITY REPORT 2018-19 design partner: WWW.ULTRATECHCEMENT.COM content partner: 2 Executive Message 6 Reporting Scope and Boundary 7 UltraTech Overview 10 Sustainability 16 and Us 18 Our Value Creation Model 15 CSI Dashboard 20 Corporate Governance 27 Economic Performance 29 Environment Performance 37 Product Performance 43 Occupational Health and Safety 46 People Performance RESPONSIBLE STEWARDSHIP 49 Social Performance 62 56 FUTURE FUTURE PROOFING 67 GRI Content Index and Performance Tables 73 Independent Assurance Statement NGAGEMENT STAKEHOLDER STAKEHOLDER E 2 MESSAGE FROM THE CHAIRMAN Dear Stakeholders, The Indian economy is set to grow more than 7 percent in the year 2019, consolidating its position as the fastest-growing large economy in the world and on course to become the world’s second-largest economy by 2030. The phenomenal growth is powered by a rising middle class that is expected to more than triple to 89 million households by 2025, indicating an attractive long-term economic future. Rapid urbanisation has created a significant demand for urban housing and infrastructure with the number of cities with populations of more than one million increasing every year. Rural demand is also on the rise with the improvement in the rural economy. 3 The industry is expected to witness positive growth in the coming years, with consumption set to increase at a CAGR of around 9% from FY 2017 The increased focus of the government on infrastructure and to FY 2020 low cost housing on the back of rapid urbanization and uptick in rural economy augurs well for the Indian cement industry. -
Grasim Industries Limited Discussion on New Business Foray
/ Grasim Industries Limited Discussion on New Business Foray January 23, 2021 MANAGEMENT: MR. DILIP GAUR - MANAGING DIRECTOR – GRASIM INDUSTRIES LIMITED MR. HIMANSHU KAPANIA – BUSINESS HEAD – BIRLA WHITE MR. ASHISH ADUKIA - CHIEF FINANCIAL OFFICER - GRASIM INDUSTRIES LIMITED Page 1 of 19 Grasim Industries Limited January 23, 2021 Moderator: Ladies and gentlemen, good day and welcome to the conference call for a “Discussion on New Business Foray” hosted by Grasim Industries 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 ‘*’ then ‘0’ on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ashish Adukia -- Chief Financial Officer, Grasim Industries Limited. Thank you. And over to you, sir. Ashish Adukia: Thank you. Good morning, everyone. This is Ashish Adukia – CFO of Grasim. Grasim, as you know, has a long and successful history of incubating large new businesses for the group. While we started as a Textiles company 74-years back, but since then, we have incubated many dealership businesses under Grasim. We entered into Chemicals business as backward integration to VSF. And now, we've made it into an independent business, which is the largest player in the country. We entered into Cement when market was entrenched with incumbents, but over time, we created the “Number One Cement Company” with commanding presence across the country, supported by a strong brand that resonates with customers and trade. -
Annual-Report-Utcl-2019-20.Pdf
The Chairman’s Letter to Shareholders Dear Shareholder, COVID-19 and the associated lockdowns across countries have triggered a once-in-a-century crisis for the society and the economy in 2020. January now seems like a month of a bygone era – such has been the enormity of change. This is a defining period in human and business history: one that will test the resilience of individuals, societies, corporations, and nations. Given the fog of uncertainty all around, it is hard to be prescient in these times. But there is little doubt on one reality: companies with quality leadership, sound business fundamentals, and a track record of winning in turbulent times, will emerge as champions in the new global order. Mr. Aditya Vikram Birla Global Economy It has been several months since the pandemic engulfed the world and yet there is a lot of uncertainty We live by his values. with respect to the extent of the economic contraction due to this Integrity, Commitment, crisis, and the subsequent pace of Passion, Seamlessness recovery. This year will see an economic and Speed. contraction, but this 2020 recession is turning out very different from the past recessions. It has been too 01-35 Corporate Overview 2 36-133 Statutory Reports 3 134-320 Financial Statements UltraTech Cement Limited Annual Report 2019-20 confidence. Some sectors, like airlines and zones during the lockdown, where economic strengthening its business relationships. hospitality, will take time to recover fully. activity remained severely constrained. The Aditya Birla Group is also closely And some supply chain disruption effects Correspondingly, India’s GDP is likely to examining the evolving changes in the will linger. -
Ultratech Cement (UTCEM: IN)
Equity Research INDIA August 18, 2020 Virtual Conference 2020 ICICI Securities Limited is the author and Day 2 Highlights distributor of this report We hosted 15 large cap corporates at I-Sec Virtual Conference 2020 on August 18, 2020. Infosys (INFO: IN) ITC (ITC: IN) Sun Pharma (SUNP: IN) Ultratech Cement (UTCEM: IN) Godrej Consumer Products (GCPL: IN) Aurobindo Pharma (ARBP: IN) United Spirits (UNSP: IN) Lupin (LPC: IN) Hindalco (HNDL: IN) UPL (UPLL: IN) United Breweries (UBBL: IN) ACC (ACC: IN) Voltas (VOLT: IN) Dr Lal Path (DLPL: IN) Kajaria Ceramics (KJC: IN) Research Analysts: I-Sec Equity Research [email protected] Please refer to important disclosures at the end of this report Virtual Conference August 18, 2020 ICICI Securities TABLE OF CONTENT Infosys (HOLD, CMP: Rs968) ......................................................................................... 3 Sun Pharma (BUY, CMP: Rs526) ................................................................................... 4 Ultratech Cement (BUY, CMP: Rs4,169) ....................................................................... 6 Godrej Consumer Products (ADD, CMP: Rs691) ......................................................... 7 Aurobindo Pharma (ADD, CMP: Rs872) ....................................................................... 8 United Spirits (ADD, CMP: Rs589) ................................................................................ 9 Lupin (HOLD, CMP: Rs981) ......................................................................................... -
201351514147Aditya.Pdf
DEFINITIONS / ABBREVIATIONS Term Meaning/ Definition/ Complete Term Act The Companies Act, 1956 as amended from time to time ABNL Aditya Birla Nuvo Ltd. Application The form in terms of which, the investors shall apply for the Unsecured, Form Redeemable Non-Convertible Debentures (NCDs) (30th Series) of the Company Articles Articles of Association of the Company AGM Annual General Meeting of the Company Board/BoD/BOD Board of Directors of the Company Beneficial Debenture holder(s) holding Debenture(s) in dematerialized form (Beneficial Owner(s) Owner of the Debenture(s) as defined in clause (a) of sub-section1 of Section 2 of the Depositories Act, 1996) BSE Bombay Stock Exchange Limited. Business Day Business Day means a day (other than a Saturday or Sunday or Public Holiday) on which banks are open for general business in Mumbai. CDSL Central Depository Services (India) Limited. Deemed Date of The date on which allotment for the issue is made shall be date on which Allotment (DDA) application money is received and credited in the account. DP Depository Participant Depository(ies) National Securities Depository Limited (NSDL) and/or Central Depository Services (India) Limited (CDSL) Depositories Act The Depositories Act, 1996 as amended from time to time. Directors Directors on the Board of the Company DRR Debenture Redemption Reserve Equity Equity Shareholders of the Company. Shareholders Equity Shares Fully paid-up shares of Rs.10/- each of the Company. FY Financial Year FIs Financial Institutions Information This document as filed with the Stock Exchanges. Memorandum IT Act The Income Tax Act, 1961 (as amended from time to time) MOA / Memorandum of Association of the Company Memorandum of Association MCA Ministry of Corporate Affairs. -
Grasim Industries: Wind of Change
GRASIM INDUSTRIES: WIND OF CHANGE One must guard against falling prey to the 'last mile exhaustion' in the journey of change.1 - Kumar Mangalam Birla, Aditya Birla Group Introduction It was 15th November, 2009 and Rohit Ranjan, a public shareholder of Grasim Industries, was contemplating his investment in Grasim, in which he held 10,000 shares. 43 days earlier on October 3rd, 2009, Grasim had announced a restructuring scheme under which it planned to demerge its cement business into a wholly owned subsidiary called Samruddhi Cement ltd. and then merge the subsidiary into Ultratech Cements Ltd., in which it held 55% share.2 Grasim was one of the largest cement manufacturers in the country with a total consolidated annual capacity of 41.6 million tonnes. Grasim was also into VSF (Viscose Staple Fibre), Textiles and Chemicals business.3 The restructuring move was planned to create a focused pure-play cement entity for Grasim’s shareholders and re-strengthen Grasim’s control over the cement business. The restructuring was planned such that Grasim’s shareholders would also receive direct shareholding in Ultratech once the restructuring was completed. Rohit knew that he had to perform a valuation exercise in order to find the post-restructuring value per share of Grasim industries to identify whether he should hold or sell the shares. Rohit remembered the “Sum of the Parts” valuation methodology that he learned in his MBA and was planning to use it to arrive at the valuation. He also planned to consider the value of direct shareholding in Ultratech that Grasim’s shareholders would get.