Delton Cables Aug-24

A company specializing in low-voltage electrical products, serving various sectors like EPC, Railway, Telecom, and more.

The company offers a comprehensive range of products, covering various needs within the low-voltage electrical sector.

The company's focus lies in specific, growing areas like EPC, Railway, and Telecom.

The company has a strong presence across India, with established sales networks and long-term customer relationships.

This refers to the company's diverse offering of products, including cables, cabling solutions, and smart metering.

Focusing on specific, high-growth market segments instead of a wide range of products or services.

Concentrating efforts on attracting and serving a select group of high-value customers who have specific needs.

An approach where a company minimizes investments in tangible assets (like factories or equipment) and relies more on outsourcing or strategic partnerships.

Increasing the efficiency of the working capital cycle, which involves the time it takes to convert raw materials into cash flow.

Adding new production capacity strategically to meet growing demand while minimizing unnecessary investments.

A shift in company leadership and building a strong team that is skilled in sales and execution.

Focusing on revitalizing sales strategies and achieving tangible, measurable outcomes.

A significant increase in capacity utilization, reflecting improved efficiency and productivity.

Expanding the product portfolio by adding new market segments to drive further growth momentum.

Significant increases in revenue driven by strategic initiatives.

Delton's strategic focus on high-growth, large private EPC players, driving towards a strong demand-pull market strategy.

Delton's focus on efficient capital allocation, aimed at improving profit margins and ensuring long-term growth.

Delton's commitment to sustainable revenue and growth, optimizing profit margins while ensuring long-term viability.

The strategic shift in Delton's approach from a concentrated product portfolio to a broader base, serving larger private EPC players.

Delton operates across various segments, including EPC project cables, railway cables, telecom cables, and structured cabling solutions. They leverage this diversity to cater to various market needs.

Delton's commitment to a robust supply chain, encompassing the entire product lifecycle, from raw materials to finished goods.

Government initiatives supporting infrastructure investments, positively impacting Delton's business prospects.

Private sector investments, driven by higher GDP growth and increased demand, boosting the cable industry.

Delton's strategic focus on Telecom and Railway sectors, aligning with India's infrastructure development priorities.

Delton's strong presence across India, expanding into unexplored regions and markets.

Delton's efforts to expand its presence in the nuclear, defense, water, and smart metering sectors, breaking into new frontiers.

Delton's commitment to maintaining a consolidated market share, ensuring a strong position in its chosen sectors.

Delton's focus on building a strong base of approvals, particularly in the Power Cables segment, to cater to a wider range of clients.

Delton's strategy of leveraging established market leadership in the Quad Cables segment to expand into related areas, like Railway cables.

Delton's commitment to providing tailored solutions for every segment, catering to unique industry requirements.

The time it takes a company to convert its investments in inventory and other resources into cash from sales. Measured in days.

A company's strategy of focusing on maximizing the use of existing assets rather than investing heavily in new ones.

Reducing the number of different products offered by a company, usually with the aim of improving efficiency.

Focusing on selling products directly to customers, rather than going through intermediaries.

A measure of how quickly a company collects payment from its customers. Measured in days.

The average number of days a company holds its inventory before selling it. Measured in days.

The average number of days it takes a company to pay its suppliers. Measured in days.

A measure of a company's efficiency in managing its working capital. Calculated by subtracting a company's payable days from its receivables days and inventory days.

The company has a strong presence across India, with established sales networks and long-term customer relationships.

This refers to the company's diverse offering of products, including cables, cabling solutions, and smart metering.

The company's presence in B2B, B2B2C approach and established brand over 75 years help to capture unbranded markets.

Delton's revenue increased by 106% year-over-year in the first quarter of Fiscal Year 2025, a significant growth driven by strong demand from EPC and railway segments.

Delton's revenue from the railway segment saw an impressive 116% increase year-over-year during the first quarter.

Delton's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) rose by 88% year-over-year in the first quarter, signaling a positive trend in profitability.

Delton's profit after tax grew by 138% year-over-year in the first quarter, further demonstrating the company's strong financial performance.

Delton has invested ₹ 85.05 million over the past two years to debottleneck its manufacturing facility, resulting in a significant increase in capacity utilization from 44% to 76%.

Delton's revenue from the EPC segment recorded a substantial 76% growth year-over-year in the first quarter, indicating strong demand in the engineering, procurement, and construction sector.

Delton's revenue from the telecom and other segments contributed 19% to the total revenue in the first quarter, showcasing the company's diversified market reach.

Delton's EBITDA margin remained steady at 6.9% in the first quarter, indicating a consistent approach to profit generation and management.