Ellenbarrie Industrial Gases Ltd


BSE: 590087 | NSE: NA | ISIN: INE236E01014 
Market Cap: [Rs.Cr.] 207 | Face Value: [Rs.] 10
Industry: Chemicals

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Management Discussions

MANAGEMENT DISCUSSION AND ANALYSIS

We submit here management discussion and analysis on the business of the Company.

MANAGEMENT OUTLOOK

Industrial and GDP growth rate of India ranks one of the highest in the world. YourDirectors feel that the trend would continue in the coming years. Industrial Gasesindustry would play very major roles in the growth of the country's economy in terms ofimproving productivity of process or savings of specific energy consumption in the coresector. The segments like production of steel, petrochemicals, oil exploration, drugs andpharmaceuticals, cold chains, healthcare etc. where industrial gases find majorapplications, are likely to show robust growth. Company's plants are expected to get fullyloaded by this year.

It is expected that in spite of competitors adding on more capacity, the supply demandequation would remain healthy in most part of the countries fuelled by higher industrialgrowth. Your company has made forays into the areas of dedicated Healthcare services,specialty gases and Dry Ice business in the coming year. The Company has also beenactively negotiating with users for capacity expansion by installing new plants in freshlocations.

OPPORTUNITIES AND THREATS

Modernisations and expansion programme of existing of Steel Plants as well asestablishment of new Plants will create market opportunities for setting up on siteplants. It is also expected that demand for Medical Oxygen will increase by 25% (4,50,000Cu.m. to 5,60,000 Cu.m.per month)

However volume growth in the current year will be dependent on Power availability,Cylinder availability and Plant Performance.

PRODUCTWISE PERFORMANCE

2009-10 2008-09
Cu.m. Cu.m.
Oxygen Production 2,54,17,532 2,20,21,258
Sales 2,53,79,246 2,19,38,252
Nitrogen Production 1,46,40,006 1,00,61,674
Sales 1,46,08,880 1,00,61,070
Argon Production 1,54,403 3,68,697
Sales 1,51,740 3,68,083
Dissolved Acetylene Production 90,749 72,963
Sales 90,452 74,685
Medical Oxygen Production 1,98,150 1,39,249
Sales 1,98,151 1,39,564
Carbon-di-Oxide Production 4,49,904 3,24,574
Sales 4,06,332 3,24,814
Gas Mixtures Production 43,022 13,123
Sales 42,498 13,093

Aggregate production of all class of goods in terms of Cu.m. during the year 2009-2010was 4,10,05,194 Cu.m. as compared to 3,30,01,538 Cu.m. in the year 2008-2009 therebyrepresenting an increase of 24.21% approximately.

Aggregate sales of all class of goods in terms of Cu.m. during the year 2009-2010 was4,08,88,726 Cu.m. as compared to 3,29,19,561 Cu.m. in the year 2008-2009 therebyrepresenting an increase of 24.21 % approximately.

RISK AND CONCERNS

Apart from normal risks applicable to an Industrial undertaking, the Company does notforesee any serious area of concern.

INTERNAL CONTROL SYSTEM

The Company has proper and adequate systems of Internal Control.

FINANCIAL PERFORMANCE

The details of financial performance of the Company are appearing in the Balance Sheetand the Profit and Loss Account for the year.

HUMAN RESOURCES

During the year employer / employee relationships remained coordial. With regard to theimplementation of retirement benefits of employees, discussions are in progress.

DISCLAIMER

Certain statement in this report relating to Company's objectives or expectations maybe forward, looking statements within the meaning of applicable laws. Actual results couldhowever differ materially from those expressed or implied.

   

Peer Comparison

Company Market Cap
(Rs. in Cr.)
P/E (TTM)
(x)
P/BV (TTM)
(x)
EV/EBIDTA
(x)
ROE
(%)
ROCE
(%)
D/E
(x)
Castrol India 16,765.58 37.38 25.82 20.39 71.4 104.3 0.00
Pidilite Inds. 14,368.18 31.49 8.29 17.46 26.6 30.3 0.22
Godrej Inds. 9,995.66 261.58 6.18 28.98 10.0 10.5 0.46
Guj Fluorochem 3,148.09 7.90 1.26 7.96 32.8 38.4 0.37
BASF India 2,493.94 20.69 2.18 11.06 10.0 12.9 0.16
Linde India 2,326.44 107.83 1.75 15.35 4.1 4.0 0.75
Solar Inds. 1,639.41 19.38 4.14 15.37 24.5 22.9 0.75
Clariant Chemica 1,107.72 11.74 2.21 10.23 20.5 27.7 0.00
Aarti Inds. 720.76 5.49 1.07 4.42 18.2 16.0 1.20
Tide Water Oil 630.55 10.02 0.74 6.36 20.9 28.7 0.00
Gulf Oil Corpn. 630.10 12.63 1.46 7.70 10.5 9.1 0.57
Wimco 482.78 0.00 74.28 0.00 0.0 0.0 0.10
Vivimed Labs. 437.96 11.92 1.58 10.64 18.8 13.6 1.19
Citurgia Biochem 417.96 0.00 -156.63 0.00 0.0 0.0 3.52
Inox Air Product 390.75 2.66 0.52 0.00 21.7 22.8 0.51

Futures & Options Quote

 
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Key Information

Key Executives:

Shanti Prasad Agarwala , Managing Director 

Padam Kumar Agarwala , Joint Managing Director 

Indrajit Mookerjee , Joint Managing Director 

Varun Agarwal , Executive Director 


Company Head Office / Quarters:
3A Ripon Street,
,
Kolkata,
West Bengal-700016
Phone : 91-033-22491922/22291923/22292441
Fax : 91-033-22493396
E-mail : ellenbarrie@vsnl.com
Web : http://www.ellanbarrie.com
Registrars:
ABS Consultant Pvt Ltd
9 Stephen House
6th Floor
4 B B D Bag(E)
Kolkata-700001

Fund Holding

 
Scheme Name No. of Shares
No data found

Calendar

Jun-2013
M T W T F S S
17 18 19 20 21 22 23
IPO
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