CRGO steel core accounts for 25-30%✅ of the transformer's total cost depending on the size of the transformer.
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Track record:
Revenue rose to 303 cr in FY 24 from 141 cr in FY 22, indicating sales 46% CAGR over 2 years.
Pat 19.3 Cr from 5.71 Cr in 2 years.
However, No sales growth in sep 24 as compared to sep 23.
But, profits up by 40% due to margin expansion.
New capacity commissioned in Oct-24.
Capacity Expansion:
Facility in greater Noida has expanded and Commercial production will start in Oct-24 and management anticipates to reach full utilisation by FY 26.
Capacity addition: 60-70% i.e. 6000-7000 MT more than the existing capacity.
Clientelle
Jay Bee Laminations' customer base includes manufacturers producing transformers ranging from 11 kV to 220 kV, including power and distribution transformers.
Revenue Bifurcation
1. Cut Laminations: 75.40%
2. CRGO Assembled Cores: 17.45%
3. Slit Coils: 4.61%
4. Mother Coils: 0.46%
5. E&I Stampings: 0.10%
6. Others: 1.98%
Manufacturing Facilities
Their production facilities, spanning a total area of 10,878 square meters, are equipped with proprietary equipment for cutting, slitting, assembling, and testing CRGO and CRNGO electrical steel cores.
Jay Bee Laminations Ltd, established in 1988, specializes in supplying Cold Rolled Grain Oriented (CRGO) Silicon Steel Cores and Cold Rolled Non-Grain Oriented (CRNGO) Steel Cores
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Company made important component of transformer and 20 to 30% of cost of transformer made by Jay bee lamination
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Remarks : Company is doing good and one can keep observe company closely i see 30 to 41 range is good one as promotor also buy in ranges also govt supporting for this industries and company is debt free, Expecting it can do well in long term
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GOVT READY TO SUPPORT THIS INDUSTRIES , WE HEAVILY DEPENDEDNT ON EDIBLE OIL FROM OUTSIDE
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Production Capacity:
Company's manufacturing facility is located at Bhiwadi (Rajasthan) with a total installed capacity of 1.65 Lac MTPH. In FY23, company produced 97,022.552 MT of Vanaspati/Refined Oil
PRODUCTS & BRANDS
Company offers edible vegetable oils & fats, including soyabean oil, palm oil, sunflower oil, rice bran oil, mustard oil, groundnut oil, cottonseed oil, vanaspati, specialty fats, etc. under the brand names Anchal, Dhruv, Nutri-1992, ASL Pure, Parv, Fine Fingers & ASL
Market size:
Market: 3 -3.5 lakh tonnes
Market share: 3%.
Margin Expansion and Exports:
Currently making cores upto 220 kV Class , expanded capacity will have cores for 400 and 765 KV class, which is higher margin segment due to lower competition.
Exports
It is 14-15% of total revenue and is a higher margin segment.
Manufacturing facilities:
2 manufacturing facility located at Noida and Greater Noida.
Total capacity: 11000 MT.
Currently 84% capacity is utilised.
Geographical Revenue Bifurcation
Northern India - 45%
Western India - 26.5%
Southern India - 24.5%
Eastern India - 4%
Capacity Utilisation
It also has an in-house laboratory for testing raw materials and finished products. The company has utilized 84% of its installed capacity.
Business Profile
The company manufactures a variety of products, including
electrical laminations,
slotted coils, and
assembled cores made from cold rolled grain-oriented silicon steel and cold rolled non-grain oriented steel.
These products are used in transformers, UPS, and inverters, primarily for the power industry.
About the company:
Jaybee Laminations: Established in 1988 and has 35+ years of industry experience.
Make CRGO and CRNGO silicon steel core used in transformers, inverters, reactors & rectifiers.
Around 97% of the revenue is generated from transformer segment.
JAY BEE LAMINATIONAL LTD - SME STOCK
CMP: 303
LOT SIZE : 1000
PROXY OF TRANSFORMER
Remarks : Company is doing good and one can keep observe company closely i see 30 to 41 range is good one as promotor also buy in ranges also govt supporting for this industries and company is debt free, Expecting it can do well in long term
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Revenue Breakup - FY23:
Sale of Vanaspati & Refined Oil ~98%,
By products ~2%
Clientele:
Raja Biscuits, Sohna, Ready Roti, Mrs. Bector's Cremica, Godrej, Britannia, Bikano, Anmol, United Biscuits, Sungold, etc.
BUSINESS OVERVIEW
ASL manufactures Vanaspati and cooking oil with applications in Speciality Fats like biscuits, puffs, pastries, etc. It also offers its products as food ingredients to food manufacturers and food service industry
