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Asian Granito India Ltd

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BSE Code : 532888 | NSE Symbol : ASIANTILES | ISIN : INE022I01019 | Industry : Ceramic Products |


Chairman's Speech

Dear Stakeholders,

It is my pleasure to present the Annual Report of Asian Granito India Limited (AGL) for the FY 2023-24. I deeply appreciate the sincere support from all our stakeholders. I am also incredibly grateful to our employees, whose tireless efforts have been key to our Company's expansion.

The year 2023-24 was marked by exceptional economic uncertainty. While the domestic economy remains robust and secure, the global scenario is fragile due to ongoing conflicts in the Eurasia region, a new conflict in the Middle East and the Red Sea crisis. Additionally, China's economy is showing signs of softening. Despite these challenges, India's continued economic growth is noteworthy and our nation?s substantial contribution to the global economy is commendable.

Our Company has closed FY 2023-24 on a high note, achieving improved operational and financial results. The revenue for the year stood at Rs 1,531 Crores, representing a moderate 2% decline from FY 2022-23. The EBITDA margin was reported at 3.33%, compared to (4.36%) in the previous year, primarily due to marginal softening in the prices of gas and raw materials. Notably, most business segments have experienced growth, reflecting an overall improvement in performance. Exports, in particular, witnessed good progress with a 9% y-o-y growth.

I am delighted to share that the setting up of plants for glazed vitrified tiles (GVT) and sanitaryware in Morbi have been completed. These plants have also commenced commercial operations this year. With an installed capacity of 5.94 million sq. mtrs., the new GVT plant positions us to capitalize on the growing demand for premium tiles. Additionally, the start of sanitaryware production marks a strategic shift from third-party sourcing to in-house manufacturing. This state-of-the-art plant, with an annual capacity of 0.66 million pieces, reflects our ambition to replicate our success in the tiles sector within the sanitaryware market. Leveraging the trust we have built and our extensive marketing and distribution network, we anticipate the sanitaryware division will achieve a turnover of approximately Rs 400 Crores within the next five years, contributing to our long-term goal of reaching Rs 6,000 Crores in total revenue.

In a strategic move to elevate the AGL brand, the Company has signed Bollywood superstar Ranbir Kapoor as its brand ambassador and launched the "Premium ka Pappa" campaign.

This partnership underscores AGL?s commitment to excellence and promises an exciting future. With Kapoor's endorsement, the brand aims to expand its reach, particularly among the youth and drive its vision of growth and connectivity. Additionally, this collaboration seeks to resonate with consumers' aspirations and emotions, establishing a strong connection with both trade partners and customers through its emphasis on premium experiences and sophisticated appeal.

Aligned with our commitment to expanding our retail footprint and making our products more accessible, we are pleased to announce several significant additions to our showroom portfolio. In Delhi NCR, we inaugurated a 6,000 sq. ft. showroom offering a comprehensive range of AGL products under one roof. We also launched a 3,000 sq. ft. showroom in the vibrant market of Hyderabad. Furthermore, we unveiled AGL Universe, a grand showroom in Panchkula, Haryana, which exemplifies our excellence in production, technology and innovation through lavish displays and realistic mock-ups featuring our latest collections. Additionally, we are setting up a mega display center cum office in Ahmedabad with an estimated investment of Rs 73.80 Crores and plan to establish a stock point for trading building construction materials.

We continually introduce new designs across all product categories, leveraging our in-house research and development capabilities to deliver innovative solutions that meet the evolving needs of our customers and keep us ahead of the curve. Among our noteworthy accomplishments this year was the introduction of the Signature Series in the Quartz segment, powered by Robotech Technology. This revolutionary collection combines robotic precision with guided design to create eco-friendly, durable surfaces that surpass natural stone in aesthetics and functionality. This achievement underscores our commitment to crafting premium products and setting new industry benchmarks.

Our Company has achieved a strong global presence in a short span of time and we remain focused on further scaling our reach.

Demonstrating this ambition, we implemented several strategic measures including the formation of wholly-owned subsidiaries in key overseas markets. AGL Surfaces INC has been established as a wholly-owned foreign subsidiary to improve our market penetration in the USA, while Harmony Surfaces Marbles TR. LLC S.P was incorporated to cater to the growing demand for premium surfaces in the Middle East. Additionally, we established a joint venture, Nepovit Ceramic Private Limited, to set up a wall tiles manufacturing unit in Nepal. This initiative aims to meet the increasing demand for quality wall tiles in the region and further strengthen our international presence.

In another strategic development, the Board approved the demerger scheme for AGL and its subsidiaries/associated companies in August 2023, pending necessary approvals. The proposed demerger aims to unlock operational synergies between AGL and its subsidiaries/outsourcing companies. The demerger is progressing as planned and once completed, will pave the way for maximizing our performance and enhancing shareholder value.

Looking ahead, we are optimistic about accelerating our growth trajectory. The strategic initiatives undertaken this financial year including the Morbi expansion, establishment of overseas subsidiaries, the AGL demerger and onboarding a celebrity as our brand ambassador, underscore our commitment to growth and our vision of becoming a global brand. Additionally, we are expanding our product range with a focus on high-value offerings, intensifying our export efforts, improving operational efficiency and resource management, strengthening brand recall and growing our distribution network for better market reach. We are confident that these measures will support our goals and drive the next stage of our development.

We remain optimistic about the future of the tile, marble, quartz and sanitaryware industries. The resurgence in demand across the real estate, residential, hospital, institutional and hospitality sectors has been encouraging. Additionally, the stabilization of natural gas prices from their peak levels has positively impacted the industry. Our focused strategic priorities of capacity building, domestic penetration, geographic expansion and technological innovation position us to harness these opportunities and deliver sustained value.

Reflecting on the past year, I want to once again thank all our stakeholders who have consistently shown faith in our Company. Your continuous support, trust in our achievements, acceptance of our efforts and belief in our future have played a crucial role in our journey.

Regards,

Kamlesh Patel

Chairman