Detailed Analysis on Uni Abex Alloy Products Ltd.

 


Market Cap : 573 Cr

Current Price ( 07-04-2024) : 2900

Sector : Castings & Forgings

BSE : UNIABEXAL

About :

Incorporated in 1972, Uni Abex Alloy Products Limited is a pioneer and leading manufacturer & exporter of Centrifugal and Static Castings in Heat, Wear and Corrosion Resistant Stainless Steel Alloys with an excellent track record of supplying critical components across industry segments.

Uni Abex Alloy Products Limited, is a part of the Neterwala Group which has diverse interests in Metallurgy, Software, Specialty Chemicals, Engineering, Geology, Oil & Gas and Environment.

Financial Metrics :

(source : screener.in)

  • Current Price : 2900
  • Market Cap : 573 Cr
  • Book Value : 502
  • EPS : 195.00
  • Promoter Holding : 63.62 %
  • Pledged Percentage : 0.00 %
  • P/E Ratio : 14.80 (Industry PE : 31.40)
  • PEG Ratio : 0.22
  • Operating Profit Margin : 28.70 %
  • Return on capital employed (ROCE) : 30.80 %
  • Return on equity (ROE) : 25.10 %
  • Return on assets (ROA) : 15.10 %
  • Sales Growth 5Yr : 15.20 %
  • Profit Growth 5Yr : 68.50 %
  • Dividend Last Year : 20.00
  • Dividend Yield : 0.69 %
  • Debt : 8.01 Cr
  • Debt to Equity : 0.08
  • Debtor Days FY23 : 40
  • Current Assets : 102 Cr
  • Current Liabilities : 45.90 Cr
  • Free Cash Flow : 22.40 Cr
  • Net Cash Flow : 9.43 Cr

Please refer to this article for detailed explanation on above mentioned financial metrics


Earnings :

(source : screener.in)

Quarterly 

Yearly

Good sales growth 
  • Over the last 5 years sales has grown at a yearly rate of  15 %
  • Over the last 3 years sales has grown at a yearly rate of  17 %
Good net profit growth
  • Over the last 5 years net profit has grown at a yearly rate of  69 %
  • Over the last 3 years net profit has grown at a yearly rate of  51 %
Good return on equity
  • ROE last year  25 %
  • Over the last 5 years ROE has grown at a yearly rate of  21 %
  • Over the last 3 years ROE has grown at a yearly rate of  22 %
Good return on capital employed
  • ROCE last year  30.80 %
  • Over the last 5 years ROCE has grown at a yearly rate of  25 %
  • Over the last 3 years ROCE has grown at a yearly rate of  27 %
Operating profit margin
  • Last Year OPM  17 %
  • 2022 OPM  16 %
  • 2021 OPM  20 %
Manufacturing Facility :




The company has a manufacturing facilities at dharwad, karnataka. it has 10 MT continuous Omega sand plant for static castings and 3 MT continuous Omega sand plant for core making. To streamline manufacturing operations, they have invested in best-in-class facilities and equipment. there capabilities include both horizontal and vertical centrifugal casting, as well as static and sand casting. This versatility allows them to produce intricate fittings in high alloy materials, meeting the most demanding specifications. Additionally, there in-house heat treatment facility further enhances the quality and performance of products.

manufacturing facilities include: 
  • Medium frequency induction furnaces
  • Auto TIG welding machines
  • Pull boring machines
  • Skew roll shot blasting machines
  • Heat treatment furnaces
  • Sand plants
  • Vibratory knock-out machines
  • Gas-fired mould heating ovens
Process capabilities :

Horizontal centrifugal castings :

They can produce tubes as long as 6000 mm for diameters up to 200 mm and tubes measuring 1500 mm for diameters between 200 mm and 1050 mm. For lengths up to 2500 mm, the minimum internal tube diameter is 30 mm. 

Vertical centrifugal castings :

They specialize in conical casting with a top diameter of 1200 mm and a height of 1500 mm. they manufacture the tallest conical casting in the world, which is achieved by conducting many trials and modifying machine parameters.

Static castings :

The facility is equipped with an Omega plant from the UK, enabling us to achieve a capacity of 1200 MT per year of castings sold. Additionally, we have the capability to develop single piece castings weighing up to 3000 kilograms

Products :

Vertical centrifugal casting :
  • Decanter bowls 
  • Bowl cones 
  • Bowl cylinder 
  • Fully machined parts
Horizontal centrifugal casting :


  • Reformer tubes/ catalyst tubes 
  • Hot collectors/ headers
  • Radiant coil assembly 
  • Air injection tube 
  • Feed tubes 
  • Coal throw pipe 
  • Furnace rollers 
  • Rot rolls 
  • Normalizing furnace rolls 
  • Radiant tubes
  • Sink rolls 
  • Stabilizer rolls 
  • Entry/exit seal rolls 
  • Water-cooled hearth rolls 
  • Soaking rolls 
  • Deflector rolls 
  • Hot bridle rolls 
  • DFH roller assembly 
  • Scroll pipes 
  • Fully machined parts 
  • Retort 
  • Base trays/fixtures
Static casting :
  • Bends and elbows 
  • Tube support and hangers 
  • Ladder-side member 
  • Reducers and grids 
  • Cold-cast beam 
  • End hubs
  • Impeller fans 
  • Sealing plates 
  • Diffuser segments for the bell or batch annealing furnace 
  • Charging and discharging rollers for reheating furnaces
  • Heating elements for the annealing furnace of the decarb line
  • Radiant coils
These products are used in various industries such as refinery, petrochemical & fertilizer, sponge iron, iron & steel, galvanizing plants, decanter manufacturers, metal gasket & valves, furnace manufacturers, specialty products.

They have successfully casted nonferrous commodity product in the metallurgy copper alloys (bronze alloy) which has applications in bushings, gaskets, sliprings, and liner castings used in marine water, heat furnaces, and engineering applications.

They have invested in state-of-the-art testing facilities, including hardness testing machines, stress rupture testing machines, radiography facilities, and many more. This enables them to conduct rigorous inspections and ensure that  products consistently meet the highest standards of performance, reliability, and safety. 

Industry Insights :


(source : genieglobalgroup.com)


Casting and forging are one of the key engineering segments supplying various components to end-user industries. No industry product can be considered complete without the process of casting and forging.


Currently, India is the world’s 3rd largest casting producer and is expected to open more opportunities for casting and forging industries both for domestic production and for exports.


Casting and forging are one of the major engineering segments supplying various components to industries such as Automobile, Defence, Aerospace, Petrochemicals, Oil & Gas, Power, FMCG, Marine, Paper, Chemicals & Fertilizers and Mines. In the industry, Forging players are taking initiative to acquire technology, knowledge, experience, and expertise. The Indian Casting and Forging industry have gone through up-gradation to be in synchronization with the international practices. Given the enormous potential, frontline domestic players have started building up world-scale capabilities by either putting up Greenfield projects or acquiring sick global facilities and turning them around as business solutions for setting up a foreign business in India.


Casting is highly suitable for the mass production of a certain industrial component as the same mould can be reused. On the contrary, Forging is the manufacturing process involving the shaping of metal using localised compressive forces in which thermal and mechanical energy is applied to ingots to cause the alloy to change shape when in a solid state. Research indicates that the Indian metal casting industry is expected to reach $17,608.2 million by 2028 a 6.7% CAGR during 2023-2028. With a similar trend, the Indian metal forging market is expected to reach $8.0 billion by 2029, implying a 10.69% CAGR during 2023-2029.

PROS :

  1. Company with low debit.

  2. Company with high promoter holding and zero promoter pledge.

  3. Generating good ROCE, ROE, ROA.

  4. Last 5 years profit growth at 68.50 %

  5. Company is maintaining healthy dividend payout.

  6. Positive free cash flow and net cash flow.

  7. Company is consistently improving debtor days (66 in FY20 to 40 in FY23). 

  8. Operating margins improved in current year.

  9. Stock PE is less than industry PE.

This is not a buy/sell advice I am not SEBI registered, just providing basic details regarding this company from various sources available online, please do your own research or consult a SEBI registered investment advisor before taking any investment decision.


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