Ador Welding Limited has informed the Exchange about revised-Presentation
ADOR · price
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Awaiting price reaction for this filing.
Ador Welding shared its investor presentation for the analyst meet held on May 12, 2025. FY25 revenue grew 5% to ₹1,117 crore, but EBITDA declined to ₹104 crore (9.3% margin) from ₹119 crore (11.2% margin) in FY24, showing margin pressure. The company generated strong operating cash flow of ~₹139 crore, is now net debt-free, and improved working capital by 18 days. International business grew over 25% with new markets in USA and Australia. Strategy focuses on volume growth, better pricing, cost optimization, new product launches (Rhino-E, flux cored wire), and a target to become a mid-cap company by 2029. The merger (effective Sept 2024) integration is ongoing with focus on manufacturing synergies.
Margin compression in FY25 despite revenue growth is a concern, but the company is now net debt-free with strong cash generation. The mid-cap 2029 ambition and new product/market expansion could be long-term positives, though near-term margin recovery will be key for stock sentiment.