Heritage Foods Limited Financial Results Q4FY16 Hyderabad, 23 rd May 2016
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1 Heritage Foods Limited Financial Results Q4FY16 Hyderabad, 23 rd May 2016 Stock Code: BSE: NSE: HERITGFOOD REUTERS: HEFI.BO / HEFI.NS BLOOMBERG: HTFL IN External Presentation
2 Dairy Industry in Limelight Nestle invests in Indocon Agro. Hatsun Agro has acquired Jyothi Dairy. Le Groupe Lactalis acquires Tirumala Milk Products. PE Investment Prabhat Dairy, a milk and dairy products company, gets listed on the Stock Exchanges Milk production (MT) PE Investment : Dairy Industry, 6% 94% A decade back PE investment in Dairy Industry was 2%. Bring Home Health & Happiness 2
3 Segment-wise Turnover in FY16 Bakery 0.33% Retail 23.71% Turnover(%) Agri 3.89% Renewable Energy 0.12% Dairy 71.95% Bring Home Health & Happiness 3
4 Key Highlights Crossed Rs 23,000 Mn Turnover mark in FY16 at Rs 23,806 Mn. Contribution from VAD products is 21% of Dairy Turnover. Dairy EBITDA crossed Rs 1000 Mn mark in FY16 at Rs 1,372 Mn. Number of Retail stores crossed 100 mark in FY16 at 110 stores. EBITDA losses in Retail down from Rs 138 Mn in FY14 to Rs 43 Mn in FY16. Bring Home Health & Happiness 4 4
5 Key Financial Highlights - Dairy Industry Positioning No. 1 in AP and Telangana, with in top 3 brands in South India. Strong ROCE of 54% in FY16 and 14% in Q4FY16. Revenue of Rs. 17,688 Mn in FY16 and Rs. 4,598 Mn in Q4FY16. EBITDA of Rs. 1,372 Mn in FY16 and Rs. 349 Mn in Q4FY EBITDA(Rs Mn) EBITDA Margin % PBT Margin % 8.58% 7.60% 7.43% 6.77% 5.65% 3.68% FY13 FY14 FY15 FY % 5.97% Bring Home Health & Happiness 5 5
6 Key Financial Highlights - Retail Revenue of Rs. 5,829 Mn in FY16 and Rs. 1,659 Mn in Q4FY16. No. of stores at 110, up by 20%. Total Carpet Area at 3.90 lakh sq. ft up by 15%. Appointed KPMG to scout for Strategic Investors Total Carpet Area('000 Sqft) Average Stores Sales (Rs/Sqft/month) FY11 FY12 FY13 FY14 FY15 FY Bring Home Health & Happiness 6 6
7 Milk Collection and Processing Aggregators Chilling Plants: 143 Vehicles: 1410 Household Serviced Daily: 11,25,000 Bulk Coolers: 92 Processing Plants: 14 Agents: 5750 Bring Home Health & Happiness 7
8 Relations with farmers Facilitating Loans from Banks. Facilitating High Quality feed. Arranging Cattle Insurance. Creating Farmers Welfare Fund. Operating Mobile Veterinary Clinics. Certificate in Dairy Farming. Bring Home Health & Happiness 8
9 Liquid Milk Processing Milk Collection (llpd) Milk Procurement cost per liter (Rs) Selling price per liter (Rs) FY16 FY15 FY16 FY15 FY16 FY Q4FY16 Q4FY Q4FY16 Q4FY Q4FY16 Q4FY Bring Home Health & Happiness 9
10 Value Add Products Turnover (Rs in Mn) FY14 FY15 FY16 JV with European Partner by Dec Turnover (Rs in Mn) Q1FY16 Q2FY16 Q3FY16 Q4FY16 To offer entire range of Value Added Products. Bring Home Health & Happiness 10
11 Changing Lifestyle Population Growth with growing Urban Population(Crs) Per Capita Income(Rs) 80,000 60,000 40,000 20, , ,380 Bring Home Health & Happiness 11
12 Geographical Spread States Ave. Milk Procurement LPD Milk Sales LPD Andhra Pradesh 615, ,554 Telangana 159, ,657 Tamil Nadu 181, ,818 Karnataka 16, ,184 Maharashtra 88,368 57,487 Kerala - 11,351 Odisha - 10,696 Haryana/Delhi - 13,941 Rajasthan 74,105 - Total 1,135, ,688 Bring Home Health & Happiness 12
13 Geographical Spread States Ice Cream LPD Curd Kgs/day Andhra Pradesh 1,867 81,373 Telangana 2,972 37,391 Tamil Nadu ,764 Karnataka ,147 Maharashtra Kerala Odisha 205 2,803 Haryana/Delhi - 2,417 Rajasthan - - Total 6, ,842 Bring Home Health & Happiness 13
14 Geographical Presence 1 plant 1 plant 10 plants 1 plant 1 plant Production Plants : 1. Main Dairy Plant - Gokul Kasipentla Village, Chittoor Dist., AP Chittoor Sundarajapuram Village, E.R Palli Post, G.D Nellore Mandal, Chittoor Dist., AP B. Kotha Kota Beerangai Village, Sankarapuram (Post) B. Kotha Kota Mandal, Chittoor Dist., AP Bhattiprolu Battiprolu Village & Mandal Guntur Dist., AP Kalluru Korlagudem (V), Kalluru (M), Khammam Dist., AP. 6. Pamarru Yendagandi (Via), Pamarru East Godavari Dist, AP. 7. Bayyavaram Bayyavaram Village, Kasimkota Mandal, Vishakhapatnam Dist, AP. 8. Bobbili Mettavalasa Village, Bobbili Mandal, Vizianagaram Dist., AP. 9. Narketpally Cherugattu Village, Narketpally, Nalgonda, AP. 10. Uppal C-10, Road No: 7, IDA Uppal, Hyderabad Vadamadurai, Morepatti Village, Dindigul Dist., Tamil Nadu Bangalore Yadavanhalli Village, Bangalore(South), Karnataka Sangvi Vijayanagar Sangvi, Satara Dist., Maharashtra. 14. Rai Sonepat, Haryana. Bring Home Health & Happiness 14
15 Financial Highlights(Segment-wise) Particulars (Rs. in Mn) Q4FY16 Q4FY15 YOY % Turnover (incl. other op. income) Dairy 4, , Retail 1, , Agri Bakery Renewable Energy Total 6, , Less: Inter SR Net Turnover 6, , EBITDA Dairy Retail Agri Bakery (0.80) 0.70 (214.29) Renewable Energy Total PBT Dairy Retail 6.50 (2.10) (409.52) Agri (2.10) (4.40) (52.27) Bakery (3.00) (1.20) Renewable Energy 2.80 (0.50) (660.00) Total Dairy Margins EBITDA 7.58% 7.00% 8.29 PBT 5.86% 5.03% Bring Home Health & Happiness 15
16 Financial Highlights(Segment-wise) Particulars (Rs. in Mn) FY16 FY15 FY14 FY13 Turnover (incl. other op. income) Dairy 17, , , , Retail 5, , , , Agri Bakery Renewable Energy Total 24, , , , Less: Inter SR Net Turnover 23, , , , EBITDA Dairy 1, , , Retail (42.90) (23.10) (138.20) (167.60) Agri (7.40) (6.60) Bakery 2.10 (0.20) (4.90) (10.20) Renewable Energy Total 1, , PBT Dairy 1, Retail (178.20) (148.20) (231.90) (272.80) Agri (13.90) (16.60) (34.70) (37.60) Bakery (6.20) (8.50) (11.20) (17.70) Renewable Energy 1.40 (8.50) (8.90) - Total Dairy Margins EBITDA 7.76% 5.65% 8.56% 9.61% PBT 5.97% 3.68% 6.77% 7.60% Bring Home Health & Happiness 16
17 Dairy Financials Turnover (Rs. in Mn) EBIDTA (Rs. in Mn) Capital Employed (Rs. in Mn) FY16 FY15 FY16 FY15 FY16 FY15 17, , , , , Q4FY16 Q4FY15 4, , Q4FY16 Q4FY Q4FY16 Q4FY15 1, , Bring Home Health & Happiness 17
18 Product Categories Category 1 : Category 2 : Category 3 : Cup Curd Ice-cream Pouch milk Cheese Ghee Pouch curd Paneer Flavored milk Pouch butter milk Cooking butter Bring Home Health & Happiness 18
19 New Markets Mumbai Has set up a 1,00,000 liter per day plant near Delhi. Planning to acquire another plant on Mumbai Gujarat highway. Delhi market size is 65 lakh liter per day, Mumbai market size is 55 lakh liter per day. Delhi Bring Home Health & Happiness 19
20 Retail Total Sqft. ('000) FY13 FY14 FY15 FY16 No. of Stores FY16 FY EBITDA (Rs in Mn) FY13 FY14 FY15 FY No. of Stores Q4FY16 Q4FY Bring Home Health & Happiness 20
21 Key Metrics - Retail Particulars FY16 FY15 YOY % No. of stores Total carpet area('000 sqft) Avg. store sales(rs/sqft/month) 1,158 1,160 (0.19) Revenue Break-up(Rs mn): Heritage Fresh Stores 4,920 4, Institutional, General Trade & Others Other Operating Income Total Revenue from Operations (Rs mn) 5,836 4, Total Gross Profit(Rs mn) 1, Gross margin(%) 19.69% 19.77% (0.39) Gross margin Heritage Fresh(%) 21.29% 21.24% 0.24 EBITDA at store level(rs mn) EBITDA margin(%) 6.85% 7.16% (4.12) Regional & Corporate Overheads Overheads/sft/month EBITDA(Rs mn) (43) (23) Bring Home Health & Happiness 21
22 Key Metrics - Retail Particulars Q4FY16 Q4FY15 YOY % No. of stores Total carpet area('000 sqft) Avg. store sales(rs/sqft/month) 1,162 1, Revenue Break-up(Rs mn): Heritage Fresh Stores 1,311 1, Institutional, General Trade & Others Other Operating Income Total Revenue from Operations (Rs mn) 1,667 1, Total Gross Profit(Rs mn) Gross margin(%) 21.45% 21.73% (1.29) Gross margin Heritage Fresh(%) 23.73% 23.35% 1.64 EBITDA at store level(rs mn) EBITDA margin(%) 9.28% 9.40% (1.33) Regional & Corporate Overheads Overheads/sft/month EBITDA(Rs mn) Bring Home Health & Happiness 22
23 Vision To achieve PAT breakeven for Retail by FY17. To improve contribution of VAD products in Dairy business to 40%. To achieve Rs 6000 crore turnover by Appointed M/s. KPMG as Advisor for induction of a suitable Strategic Partner/Investor for Retail Business. Bring Home Health & Happiness 23
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