Thursday, 18 August 2011

Setco Auto aims to triple revenues to Rs 1000 cr by 2015

Ranked among the world's top five clutch makers, Setco Auto , has set its sight on becoming Rs 1,000 crore turnover company by 2015.

"In about four year’s time, we see exports contributing 15% to total sales from the current 8%," Senior Finance Officer, Mohsin Virani told moneycontrol.com.

Setco Auto reported a jump of 39% in revenues at Rs 73 crore for the quarter-ended June 2011, YoY. During the period, company's bottomline almost jumped by 35% to Rs 7.07 crore.

"We were able to pass on the rise in commodity prices with a time lag of 3-4 months. This helped us combat high raw material prices effectively," Virani said.

The company gets around 47% of its revenues from Original Equipments Manufacturer (OEM) segment, while 42% comes from the replacement market.

"The replacement market garners 10% margins higher than OEM," Virani explained. 

The remaining 8% comes from exports, he said adding, "…nearly 60% of revenue is generated from Tata Motors alone. Top three clients from India contribute 85-87% of total revenues."

The company's current inventory turnover ratio is three times. "The outstanding loan book was Rs 90 crore, which includes term loan plus working capital. The average interest cost is 12.5%." Virani said.

The company expects to post Rs 70 crore topline and Rs 1.5 crore as bottomline from its two international subsidiaries. It is also planning to set up a clutch assembly facility in Africa to take advantage of the lack of organized players in that continent.

"We will start exporting to African countries by end of Q4FY12," Virani informed.

The favourable policy changes late last year helped Setco to add 10-12% realisations this year.    

"The company will be able to maintain OPM of 18-20% and NPM of 10-12% going forward despite slowdown," Virani said.

Shares of auto component maker were trading marginally higher at Rs 175.45, up 0.46%.

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