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companylogoMayur Uniquoters Ltd

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BSE Code : 522249 | NSE Symbol : MAYURUNIQ | ISIN : INE040D01038 | Industry : Leather |


Chairman's Speech

Dear Shareholders

I am pleased to share the Annual Report for the FY2023-24.

India stands tall as an oasis of opportunity amidst global turmoil and supply chain disruptions. The Government's continuous efforts towards strengthening the domestic economy through enhanced annual outlays for capital spending, policy shifts towards improving the ease of doing business and creation of a world-class digital infrastructure and payments platform have all contributed towards fuelling an annual GDP growth rate of minimum 7% for the last three years, and over 8% in the year under review. The motive of 'Aatmanirbharta' (self-reliance) pursued through innovative schemes like the Production Linked Incentive (PLI) scheme to provide an impetus to manufacturing, the Start- Up India scheme to create an ecosystem for entrepreneurship in digital and technology ventures and the creation of the National Infrastructure Pipeline have set a strong foundation to propel the realisation of a Viksit Bharat with a USD 35 trillion economy size by 2047.

During the year under review, your Company has benefitted from all the positive policy interventions and that is evident from the Company's stellar financiaI performance.

This year marks a monumental milestone for us. I am immensely grateful for what we have achieved together. Your unwavering support and trust have fuelled our transformation and allowed us to emerge stronger than ever with the wherewithal to overcome every obstacle that has come our way. Your confidence has been driven our success, and we remain steadfastly committed to delivering long-term value and sustainable growth.

The year gone by was an extraordinary one for your company as in many ways the future direction of Mayur took shape in financial year 2023-24. Not only did the Company perform extremely well across parameters but also years of hard work and planning has started to bear fruit in financial year 2023- 24. I am truly excited about the future of Mayur and share the year's developments and progress with you all in confidence.

The global synthetic leather market size is estimated to grow from $41.1 billion in 2024 to $88 billion by 2035, growing at a CAGR of 7.17%, during the forecast period, 2024-2035.

The Asia Pacific synthetic leather market size was estimated at USD 1 7.95 billion in 2023 and is predicted to be worth around USD 39.99 billion by 2033, ata CAGR of 8.3%from 2024 to 2033.

The Asia Pacific encountered the largest value share of more than 42.64% in the year 2023 and expected to maintain the same trend over the analysis period. The growth in the market size over the next decade is likely to be the result of the anticipated surge in demand for vegan and sustainable materials. By product, the polyurethane (PU) synthetic leather segment registered a maximum market share of 53% in 2023. By application, the footwear segment is expected to captured the biggest revenue share of 31% in 2023.

The synthetic leather market is expected to grow significantly over the forecast period owing to the rising demand for synthetic leather in footwear and automotive applications. Increasing demand for synthetic leather in the footwear industry owing to cheaper prices is expected to fuel the market growth over the forecast period.

Synthetic leather has been replacing genuine leather at a steady rate. The market is expected to gain considerable market share in the footwear segment in the coming years on account of rising usage of artificial leather grades in boots, sneakers, women's sandals, and men's formal shoes. Moreover, increasing per capita disposable income is expected to boost the demand for synthetic leather in various application segments.

Increasing market penetration of synthetic leather materials in automotive interior applications is expected to be a critical factor for growth. Car manufacturers are adopting synthetic leather materials owing to their high durability, wear resistance, and cost-effective production.

Increasing demand of footwear expected to be a major factor that propels the overall market growth for synthetic leather. The production process of synthetic leather has evolved over the past few years to curb down the rate of hunting and protect the animal life.

During the financial year 2023-24 the Company has been awarded the "FORBES ASIA BEST UNDER A BILLION 2023".

The Company has total annual production capacity of 48.60 million linear meters of PVC coated fabric and 5.00 million linear meters of PU coated fabric, which makes it one of the largest manufacturers of artificial leather in India.

The Company is supplying directly to US automotive companies i.e.

Mercedes Benz, BMW, Chrysler and Ford also supplying to Honda, Maruti, MG Hector, Mahindra, Tata, Volkswagen, Nissan, Toyota, Kia, Hyundai in India. Your company exports the products to United States, United Kingdom, South Africa, China and other European Countries etc. We have a diversified clientele across various industries and caters to the synthetic leather requirements of reputed players in automotives and footwear industry.

The Company is also in furnishing business through our wholly owned subsidiary Mayur Tecfab Private Limited under the brand name "TEXTURE AND HUES" to serve our retail customers in India.

Your company, being a leader in the synthetic leather industry and an organized player, has been able to leverage the emerging opportunities and has delivered exemplary performance in the coming years both in national and international business.

During financial year 2023-24, we delivered strong financial performance in terms of revenues and profitability growth. Despite the challenges, Your Company has achieved total revenue amounting to Rs. 79,501.36 Lakh and the Net Profit After Tax (PAT) amounting to Rs. 1 1,954.78 Lakh on Standalone basis. While the total revenue amounting to Rs. 83,482.67 Lakh and the Net Profit After Tax (PAT) amounting to Rs. 12,246.83 Lakh on Consolidation basis.

Your Company continuously wishes to contribute reward to shareholders of the Company, by announcing dividends to enhance the net worth and confidence of our esteemed shareholders. Accordingly, your Board of Directors has again recommended Rs. 3 per share as dividend forthe financial year2023-24 in the ensuing 31st Annual General Meeting of the Company.

We had a R&D facility to ensure continuous evolution and innovation of the products. This facility is a guiding light of progress, primarily focusing on new product development, enhancing productivity, and reducing energy consumption and environmental impact. These pillars serve as major drivers, propelling us towards a sustainable, efficient, and environmentally responsible future.

Our ESG strategy reflects how we are putting our purpose into action. Every day, we seek new and better answers to transform the world, while making us stronger and more resilient. We are acting with urgency to protect our planet's limited resources and be a leader in the fight against climate change. We are measuring our progress and providing increased transparency on our performance. Across our environmental work, we are also committed to being a force for equity, and are working with communities on the frontlines of climate change to create shared opportunities and build a more just world.

Our proactive approach is on capitalising growth opportunities within the leather industry, and supporting India's decarbonisation goals. This is aimed at presenting us as a return focused, forward- thinking, resilient, and innovative company ready for future opportunities, while accelerating current growth momentum. Together, we are building an organisation to capitalise on our unique capability of providing solutions across the value chain.

Given the state of the business and with such a passionate team that is capable of making a difference, I have absolute confidence that your Company is well placed to deliver yetanother big year in FY 2025.

I want to take this opportunity to express my sincere gratitude to our Board of Directors, employees, valued consumers, distributors, suppliers, and shareholders for their continued support and contribution to ourshared success.

With Warm Regards

Suresh Kumar Poddar

Chairman and Managing Director and CEO

DIN:00022395

   


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