Kesoram Industries Ltd. benchmarking: Perfomance to industry peers

Financial

	Kesoram Industries	Anjani Portland Cem.	Kakatiya Cemen Sugar
Operational Metrics
Cement
Realization / Tonne - Cement	4940.0 Rs/MT	3735.06 Rs/MT	n/a
Manufacturing Capacity - Cement	10.75 MMTPA	1.16 MMTPA	n/a
Capacity Utilization - Cement	65.4 %	60.0 %	n/a
Quarterly Sales Volume - Cement	1.86 Million tonnes	0.25 Million tonnes	n/a
Financials
5 yr Average ROE	169.0 %	-10.08 %	-0.02 %
5yr average Equity Multiplier	12.24	3.86	1.42
5yr Average Asset Turnover Ratio	0.74	0.65	0.42
5yr Avg Net Profit Margin	398.78 %	-5.47 %	-1.02 %
Price to Book	0.7	1.66	0.53
P/E	0.04	0.0	0.0
5yr Avg Cash Conversion Cycle	-463.49 Days	-224.8 Days	199.16 Days
Inventory Days	124.51 Days	35.4 Days	151.19 Days
Days Receivable	328.13 Days	28.17 Days	73.8 Days
Days Payable	935.0 Days	219.44 Days	65.92 Days
5yr Average Interest Coverage Ratio	-0.55	0.16	5.54
5yr Avg ROCE	7.39 %	2.46 %	3.44 %
5yr Avg Operating Profit Margin	-1.11 %	7.85 %	-3.85 %
5 yr average Debt to Equity	8.47	1.9	0.23
5yr CAGR Net Profit	108.83 %	n/a	n/a
5yr Average Return on Assets	133.61 %	-2.66 %	-0.07 %
Shareholdings
Promoter Holding	43.34 %	75.0 %	54.25 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.06 %	0.0	0.4 %
Change in Mutual Fund Holding (3 Yrs)	0.0	-0.02 %	0.0

	Kesoram Industries	Anjani Portland Cem.	Kakatiya Cemen Sugar
Segment Break-Up	Segment Break-Up Rayon 100.0 Cement 0 Tyre 0	-	-
Location Wise Break-Up	Location Wise Break-Up India 98.28 Rest of the World 1.72 Telangana and AP 0	Location Wise Break-Up Rest of the World 0 Telangana and AP 0 India 100.0	Location Wise Break-Up Rest of the World 0 Telangana and AP 0 India 100.0
Operating Profit Break-Up	Operating Profit Break-Up Cement 88.39 Rayon TP & Chemicals 0 Power 0 Sugar 0 Others 11.61	Operating Profit Break-Up Power 0 Cement 100.0 Sugar 0 Rayon TP & Chemicals 0	Operating Profit Break-Up Power 100.0 Cement 0 Sugar 0 Rayon TP & Chemicals 0
Capex	Capex Rayon,TP and Chemicals 99.83 Cement 0 Others 0.17	-	-
Asset Break-Up	Asset Break-Up Chemicals 65.33 Cement 0 Power 0 Sugar 0 Others 34.67	Asset Break-Up Sugar 0 Power 6.97 Chemicals 0 Cement 92.93 Others 0.1	Asset Break-Up Sugar 36.42 Power 19.53 Chemicals 0 Cement 44.05