International Conveyors Limited — PPTs, 28-01-2025: Investor Presentation

**Financial Highlights:**

In Q2 FY25, International Conveyors Ltd reported revenues of ₹30.84 Cr, down 28.0% year-on-year, and EBITDA from operations at ₹4.99 Cr, reflecting a significant drop of 48.2%. EBITDA margin decreased to 16.0%, while PAT was ₹26.82 Cr, a 17.1% increase compared to the previous year, leading to a PAT margin of 87.1%. Despite revenue challenges, profit margins showed resilience.

**Strategic Initiatives and Growth Drivers:**

The company focuses on expanding into new markets such as South Africa and Europe, enhancing its product portfolio through strategic partnerships, and modernizing manufacturing facilities. ICL is capitalizing on high replacement demand driven by a revival in the mining sector and automating processes to improve efficiency.

**Business Developments:**

ICL is enhancing customer engagement by developing tailored conveyor belting products, particularly for the potash and coal industries. The company has secured long-term contracts to mitigate volatility in raw material prices, ensuring stable demand.

**Market Position and Competitive Advantage:**

ICL holds a significant market share as the leading supplier in Canada’s potash market, benefiting from high entry barriers and compliance with international standards. Its integrated manufacturing capabilities provide a competitive edge.

**Investor Implications:**

The potential for recovery in global potash demand and the mining sector’s growth presents a positive outlook for ICL. Despite recent revenue declines, the strategic focus on diversification and modernization positions the company well for future growth opportunities. Investors should watch closely as ICL navigates these developments.