Finolex Cables Limited — PPTs, 02-06-2025: Investor Presentation

1. Financial Highlights:

Revenue for Q4 FY25 increased 14% YoY to ₹1,595 Cr and 35% QoQ, lifting FY25 revenue to ₹5,319 Cr, up 6% YoY. Operating EBITDA for Q4 was ₹221 Cr, a 6% YoY and 27% QoQ rise, while FY25 EBITDA fell 5% YoY to ₹762 Cr. Q4 PAT stood at ₹152 Cr (+4% YoY, +23% QoQ) with FY25 PAT at ₹544 Cr, down 5% YoY. Margins slightly softened due to commodity volatility but benefited from pricing strategies. Balance sheet reflects asset growth with property, plant and equipment at ₹566 Cr and equity at ₹4,599 Cr.

2. Strategic Initiatives & Growth Drivers:

Commissioned a new E-beam plant, broadening its product portfolio with high-quality solar cables and premium construction wires. Communication cables volume jumped 30% in OFC, supported by upcoming preform facility commissioning. Focused on dynamic pricing to offset raw material cost swings. Expansion in ‘Others’ segment and network growth helped drive top-line momentum.

3. Business Developments:

Communication cables preform facility is near production trials. Launches in solar and premium wires address rising demand in construction and renewables. E-beam technology adoption enhances product differentiation and competitive strength.

4. Market Position & Competitive Advantage:

Maintains leadership in electrical and telecom cables with a diversified product mix. Scale, manufacturing innovation, and growing FMEG presence reinforce market position across B2B and B2C channels. Commitment to quality and operational excellence supports differentiation despite commodity headwinds.

5. Investor Implications:

Positive growth potential rooted in innovation and capacity expansion, with pricing agility cushioning commodity pressures. Margin softness and profit dips require monitoring. Execution of the communication cables facility and sustained volume improvement are key growth levers. Investors should track working capital management and margin recovery initiatives.