Mcon Rasayan India Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights**: MCON Rasayan India Ltd reported robust growth in the first half of FY25, achieving a net sales increase of 25.0% to ₹215.7 million, up from ₹172.5 million in the previous year. EBITDA surged by 71.4%, reaching ₹34.6 million, with an EBITDA margin of 16.0%. Net profit also grew by 15.6%, amounting to ₹12.6 million, reflecting a net profit margin of 5.8%. Overall, the company demonstrated a strong financial performance compared to the previous year.

**Strategic Initiatives and Growth Drivers**: MCON is aggressively expanding its manufacturing capabilities, with new facilities expected to double production capacity by the end of H1 FY25. The company secured special approval to supply chemicals for PMAY projects in Maharashtra, valued at ₹80,000 crore, enhancing its market position.

**Business Developments**: Signed Letters of Intent (LOIs) for new powder and liquid manufacturing plants across Western, Northern, and Southern India indicate significant growth potential. MCON plans to enter agreements with specialized manufacturers for outsourced production, focusing on efficiency and coverage.

**Market Position and Competitive Advantage**: The company operates in a growing construction chemicals market projected to increase from USD 2.30 billion in 2024 to USD 4.32 billion by 2029, with a CAGR of 13.44%. This growth is supported by rising construction activities and innovative product offerings, positioning MCON favorably against competitors.

**Investor Implications**: With strong financial metrics and strategic growth initiatives, MCON presents a positive outlook for investors. The expansion of manufacturing capabilities combined with lucrative contracts enhances the company's potential for long-term gains and market competitiveness.