Ponni Sugars (Erode) Ltd. benchmarking: Perfomance to industry peers

Financial

	Ponni Sugars (Erode)	KM Sugar Mills	Kothari Sugars &Chem
Operational Metrics
Processed Sugar
Sugar Recovery	9.17 %	n/a	n/a
Realization / Unit - Cogeneration	9.8 Rs/Unit	n/a	n/a
Realization / Kg - Sugar	40.59 Rs/Kg	n/a	n/a
Financials
5 yr Average ROE	7.28 %	11.39 %	2.64 %
5yr average Equity Multiplier	1.12	2.59	2.76
5yr Average Asset Turnover Ratio	0.71	0.83	0.8
5yr Avg Net Profit Margin	9.09 %	5.29 %	1.26 %
Price to Book	0.45	0.68	0.83
P/E	12.9	5.21	0.0
5yr Avg Cash Conversion Cycle	106.94 Days	121.81 Days	98.51 Days
Inventory Days	77.48 Days	224.5 Days	137.14 Days
Days Receivable	32.66 Days	10.45 Days	20.02 Days
Days Payable	50.39 Days	121.03 Days	54.57 Days
5yr Average Interest Coverage Ratio	290.74	4.03	1.55
5yr Avg ROCE	8.56 %	17.51 %	6.38 %
5yr Avg Operating Profit Margin	10.09 %	11.2 %	7.48 %
5 yr average Debt to Equity	0.0	0.92	1.08
5yr CAGR Net Profit	-5.56 %	6.26 %	-8.65 %
5yr Average Return on Assets	6.47 %	4.42 %	0.96 %
Shareholdings
Promoter Holding	47.34 %	56.51 %	73.53 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	4.98 %	-0.01 %	0.0
Change in Mutual Fund Holding (3 Yrs)	0.0	0.0	0.0

	Ponni Sugars (Erode)	KM Sugar Mills	Kothari Sugars &Chem
Product Wise Break-Up	Product Wise Break-Up Sugar 62.89 Molasses 15.1 Power 13.1 Bagasse 8.91 Industrial alcohol 0 Distillery 0 Co-generation 0	Product Wise Break-Up Molasses 0 Sugar 89.19 Power 0 Co-generation 0 Industrial alcohol 0 Bagasse 0 Distillery 10.81	Product Wise Break-Up Molasses 0 Sugar 39.06 Power 0 Co-Generation 17.72 Industrial alcohol 0 Bagasse 0 Distillery 43.23
Segment Break-Up	Segment Break-Up Others 100	-	-
Location Wise Break-Up	Location Wise Break-Up India 100.0 International 0 Domestic 0	-	Location Wise Break-Up International 0 Domestic 100.0 India 0
Operating Profit Break-Up	Operating Profit Break-Up Co-Generation 50.9 Sugar 49.1 Co-generation 0 Distillery 0	Operating Profit Break-Up Co-Generation 0 Co-generation 0 Distillery 0 Sugar 100.0	Operating Profit Break-Up Co-Generation 0 Co-generation 8.75 Distillery 91.25 Sugar 0
Customer Segment	Customer Segment Government 14.85 Others 85.15	-	-
Capex - Segment Wise	Capex - Segment Wise Others 100	-	-
Asset Break-Up	Asset Break-Up Sugar 33.99 Co-generation 0 Distillery 0 Others 66.01	Asset Break-Up Sugar 81.98 Co-generation 0 Distillery 18.01 Others 0.01	Asset Break-Up Processed Sugar 29.32 Co-generation 7.77 Distillery 26.66 Others 36.25