šŸ’° Financial Performance

Revenue Growth by Segment

The company achieved a 19.77% growth in export sales during FY 2024-25. Domestic segment growth figures were not explicitly disclosed in the provided documents.

Geographic Revenue Split

Export revenue accounted for 40.02% of the total turnover in FY 2024–25, with the remaining 59.98% presumably coming from domestic operations.

Profitability Margins

Specific gross and net margins are not disclosed; however, the company reported a CSR obligation of INR 15,00,500, which implies a three-year average net profit of approximately INR 7.50 Cr based on the 2% statutory requirement.

āš™ļø Operational Drivers

Raw Materials

Specific raw material names are not listed, but the presence of a 'Melting Incharge' and 'Pattern Shop' indicates the use of metal alloys or scrap for casting production.

Capacity Expansion

Current installed capacity is not specified; however, the company operates a Machine Shop, Pattern Shop, and Melting unit at its Shapar, Rajkot facility.

šŸ“ˆ Strategic Growth

Expected Growth Rate

19.77%

Growth Strategy

The company is focusing on international market expansion by participating in global exhibitions and leveraging its reputation for product reliability. It currently exports to six countries: Germany, Israel, USA, UK, Spain, and Finland, and aims to explore emerging markets through a dedicated marketing team.

Products & Services

Industrial castings and machined components, supported by in-house departments for Melting, Quality Control, Pattern Shop, and Machine Shop.

Brand Portfolio

Gujarat Intrux Limited.

Market Expansion

Targeting increased penetration in the USA, UK, and European markets (Germany, Spain, Finland) through consistent performance and international exhibition participation.

šŸŒ External Factors

Industry Trends

The industry is seeing a shift toward higher transparency and ethical governance to build investor and customer confidence; Gujarat Intrux is positioning itself by emphasizing its 33-year legacy and compliance with SEBI (LODR) regulations.

Competitive Landscape

The company competes in the global casting and engineering sector, though specific competitor names were not provided.

Competitive Moat

The company's moat is built on its long-term customer relationships and a strong governance framework, which are sustainable but subject to competitive pressures in the global casting market.

Macro Economic Sensitivity

High sensitivity to global economic conditions and domestic tax structures, which can impact the competitiveness of export pricing.

Consumer Behavior

Increasing demand for ethical corporate behavior and fiscal accountability from global vendors.

Geopolitical Risks

Exposure to geopolitical instability in export destinations such as Israel and trade policy shifts in the USA and UK.

āš–ļø Regulatory & Governance

Industry Regulations

Compliance with the Companies Act, 2013 and SEBI (LODR) Regulations, 2015, including maintaining a board with 50% independent directors.

Environmental Compliance

The company spent INR 15,01,000 on CSR activities, specifically targeting the healthcare and education sectors, exceeding the statutory requirement of INR 15,00,500.

Taxation Policy Impact

Subject to domestic and global tax structures; changes in these could impact the 40.02% export revenue margin.

āš ļø Risk Analysis

Key Uncertainties

Uncertainties include changes in global demand-supply dynamics and potential shifts in government regulations that could impact operational costs.

Geographic Concentration Risk

40.02% of revenue is concentrated in six international markets: Germany, Israel, USA, UK, Spain, and Finland.

Third Party Dependencies

Dependency on M/s. MUFG Intime India Private Limited for registrar and share transfer services.