JSW Infrastructure Limited | IPO Summary | CA Rachana Ranade

"the CHR was around 2.8 percent but the expected CAGR from Financial at 24 to 28 is at three to six percent"

"why? Now if you have seen a lot of my videos there are certain types of companies let's say something like a specialty chemical company or other company when they are at a capacity utilization of 85%- 90% that is when they start thinking about capex why are they thinking about capex at around 50%- 60% capacity utilization for that please understand capital expenditure for buying or setting up a machinery how much time will that take versus capital expenditure for an entire port you know to develop that to set up those grains and whatnot that is going to take a comparatively longer time frame and that is the reason why even if they are currently only at 49% and 60% capacity utilization still a need is felt for additional capex"

"overall revenue from operations it has been going up... so something like 16,035 Millions is nothing but 1,63.5 crores okay so their revenue from operations has gone up from 16,000 Millions to 22,000 to 31,000 million so basically revenue is an increasing trade"

"here you can see that ROE which was around nine percent has gone up to almost 18 percent whereas Roc which was around eight percent has gone up to 19% so both almost have doubled in the last three years"

"install the capacity that has shot up from 119 million tons per annum to 158 million ton per annum even capacity utilization has gone up from 35% to 56% and total cargo handled the volume has also gone up from 45.55 million million metric million tons I would say to 92.83"

"on August 8th last month 2023 Konkan Railway Corporation limited found that it was unintentional and it was due to reasons beyond the control of JDRL this entire amount of 232.59 million was refunded back to JDRL."

"Now this has drastically dropped down to 25 percent this is more or less similar which is the iron ore thing but once I can say that other than thermal coal has dropped drastically what has increased thermal coal has increased from eight eight percent to roughly 29%."

"this is also shifting here if you can see in 23 it has done a mix of almost 65 percent and 35 percent"

"out of the total of cargo handled the cargo relating to JSW Group customers these are called as related parties here you can see fiscal year 23 66.63% was only related to JSW customers group customers these are related parties so can I say it's a pretty big chunk yes out of total let us say out of 100, 66.63 is only related to JSW group companies but this is volume of cargo what about value of carbohydrate you can see again Financial year fiscal 23 even though volume wise is 66 percent value-wise it is around 51.88%"

"the CHR was around 2.8 percent but the expected CAGR from Financial at 24 to 28 is at three to six percent"

"so all in all it's going to be a very ambitious project and the project completion as I mentioned it's not like within a year or two it's a very long term project."

"the capacity utilization for major ports is around 47% right now this is going to be super important stat and the understanding of this is going to come in the subsequent sections of the video so just keep this figure in mind current capacity utilization at Major ports is 47%"

"and this same thing for the non-major ports is around 60%"

"Now this has drastically dropped down to 25 percent this is more or less similar which is the iron ore thing but once I can say that other than thermal coal has dropped drastically what has increased thermal coal has increased from eight eight percent to roughly 29%."

"Risk is that if overall not only India entire Globe goes green we focus more and more on renewable energy sources rather than such energy sources overall demand for such products will only decrease the overall cargo handle will decrease and that may lead to an impact on the financials of the company."