Any current/future new fundraising through debt or equity?

There is no explicit mention of any current or immediate future fundraising through debt or equity by Federal-Mogul Goetze Limited in the provided transcript. The company is focused on operational efficiency, CAPEX investment (around Rs. 78 crores last year with plans for similar or slightly higher CAPEX this year), and managing working capital without indicating new fundraising plans. Apollo, the acquirer of Tenneco (Federal-Mogul's parent), is known for its large investment portfolio mainly involving debt financing, but no indication was given about Apollo raising fresh equity/debt specifica

Any current/future capex/capital investment/strategic investment?

The company invested a certain amount in new businesses last year, with some portion of recovery expected this year as well. CAPEX for FY23 is expected to be around or slightly more than last year’s level (approximately Rs. 78 crores in FY22). Around 50% of CAPEX is allocated to new business initiatives, mainly targeting new global customers sourcing from India. The remaining 50% of CAPEX is for process improvements, repairs, and maintenance across all plants. The company is investing in shifting machines from European plants to India to support exports and deemed exports for global cu

Future growth expectations in sales/revenue/volumes?

Export growth targeted at double-digit percentage over the next year, driven by global projects and shifting production from European plants to India for deemed exports. Overall revenue grew by 22% over the previous year, outperforming industry growth which was around 15%. Domestic market sales recovered well, with strong performance in passenger and commercial vehicles, though tractor and two-wheeler segments showed signs of recovery after a downturn. New business investments focused on global customers, aiming to increase export and domestic deemed export revenue through existing produ

Future growth expectations in earnings/operating earnings/profits/EPS?

The company expects recovery from raw material price increases to improve margins by about 3% in coming quarters, benefiting EPS and profitability. Export growth is targeted at double-digit levels going forward, supported by strategic CAPEX investments in new businesses and global customers. CAPEX for FY23 is planned to be around or slightly higher than last year's Rs. 78 crores, focused 50% on new business opportunities and 50% on process improvements and maintenance. Operational efficiencies and cost optimization remain a focus, with employee costs targeted to reduce to around 20% of sales t

Current/ Expected Orderbook/ Pending Orders?

The company is continuing with its projects despite geopolitical uncertainties, assuming resolution will come eventually. However, ramp-up may be slower than initially expected. (Page 14) There is a growth focus on exports, with a 17%-20% increase over the previous year despite recent market impacts. (Page 14) The company is investing in new businesses domestically and for deemed exports, targeting double-digit growth from next year onward. (Page 14) Capacity utilization is healthy, ranging between 75%-90% across segments, indicating good order flow and operational stability. (Page 8) Revenue

Federal-Mogul Goetze (India) LtdQ4 FY22

Federal-Mogul Goetze (India) Ltd Q4 FY22 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹441P/E: 13.6Market Cap: ₹2.5K Cr

Management growth scorecard

Revenue

Category 3

Margin

Category 2

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

Export growth targeted at double-digit percentage over the next year, driven by global projects and shifting production from European plants to India for deemed exports.
Overall revenue grew by 22% over the previous year, outperforming industry growth which was around 15%.
Domestic market sales recovered well, with strong performance in passenger and commercial vehicles, though tractor and two-wheeler segments showed signs of recovery after a downturn.
New business investments focused on global customers, aiming to increase export and domestic deemed export revenue through existing product lines but new clients.
Continued CAPEX investment (around Rs. 78 crores) to support new business and process improvements, expected to drive growth.
The company is well positioned in segments less impacted by electrification (60% of business electric agnostic), supporting stable volume growth.
Challenges remain due to geopolitical factors and supply chain constraints, but growth trajectory is positive.

Margin guidance

Category 2

The company expects recovery from raw material price increases to improve margins by about 3% in coming quarters, benefiting EPS and profitability.
Export growth is targeted at double-digit levels going forward, supported by strategic CAPEX investments in new businesses and global customers.
CAPEX for FY23 is planned to be around or slightly higher than last year's Rs. 78 crores, focused 50% on new business opportunities and 50% on process improvements and maintenance.
Operational efficiencies and cost optimization remain a focus, with employee costs targeted to reduce to around 20% of sales to improve profitability.
Despite geopolitical and supply chain uncertainties (e.g., Russia-Ukraine, China lockdown), the company anticipates a positive growth trajectory with better margin recovery and stable volume growth.
Overall, the company plans sustained revenue and earnings growth driven by new projects, global business expansion, and gradual easing of commodity price pressures.

See what Federal-Mogul Goetze (India) Ltd management said on margin guidance — free account, 30 seconds.

Fundraise plans

There is no explicit mention of any current or immediate future fundraising through debt or equity by Federal-Mogul Goetze Limited in the provided transcript.
The company is focused on operational efficiency, CAPEX investment (around Rs. 78 crores last year with plans for similar or slightly higher CAPEX this year), and managing working capital without indicating new fundraising plans.
Apollo, the acquirer of Tenneco (Federal-Mogul's parent), is known for its large investment portfolio mainly involving debt financing, but no indication was given about Apollo raising fresh equity/debt specifically for Federal-Mogul India.
The ongoing transaction involving Apollo’s acquisition of Tenneco includes regulatory and shareholder approvals, but no direct mention was made about new fundraising by Federal-Mogul India tied to this.
Overall, the focus seems to be on organic investment and using existing resources rather than new external fundraising.

Order book

Yes

The company is continuing with its projects despite geopolitical uncertainties, assuming resolution will come eventually. However, ramp-up may be slower than initially expected. (Page 14)
There is a growth focus on exports, with a 17%-20% increase over the previous year despite recent market impacts. (Page 14)
The company is investing in new businesses domestically and for deemed exports, targeting double-digit growth from next year onward. (Page 14)
Capacity utilization is healthy, ranging between 75%-90% across segments, indicating good order flow and operational stability. (Page 8)
Revenue growth outpaces industry growth, signaling strong orderbook and market positioning. (Page 8)
The company is shifting machines from European plants to India to serve global customers, enhancing export capabilities. (Page 14)

See what Federal-Mogul Goetze (India) Ltd management said on order book — free account, 30 seconds.

Capex plans

Yes

The company invested a certain amount in new businesses last year, with some portion of recovery expected this year as well.
CAPEX for FY23 is expected to be around or slightly more than last year’s level (approximately Rs. 78 crores in FY22).
Around 50% of CAPEX is allocated to new business initiatives, mainly targeting new global customers sourcing from India.
The remaining 50% of CAPEX is for process improvements, repairs, and maintenance across all plants.
The company is investing in shifting machines from European plants to India to support exports and deemed exports for global customers.
CAPEX is also guided by strategic moves to capture growth in exports and new product supply for global markets.

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