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

Financial

	Ponni Sugars (Erode)	Kothari Sugars &Chem	KM Sugar Mills
Operational Metrics
Sugar Sector
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 %	2.64 %	11.39 %
5yr average Equity Multiplier	1.12	2.76	2.59
5yr Average Asset Turnover Ratio	0.71	0.8	0.83
5yr Avg Net Profit Margin	9.09 %	1.26 %	5.29 %
Price to Book	0.46	0.86	0.75
P/E	15.64	20.49	6.1
5yr Avg Cash Conversion Cycle	106.94 Days	98.51 Days	121.81 Days
Inventory Days	77.48 Days	137.14 Days	224.5 Days
Days Receivable	32.66 Days	20.02 Days	10.45 Days
Days Payable	50.39 Days	54.57 Days	121.03 Days
5yr Average Interest Coverage Ratio	290.74	1.55	4.03
5yr Avg ROCE	8.56 %	6.38 %	17.51 %
5yr Avg Operating Profit Margin	10.09 %	7.48 %	11.2 %
5 yr average Debt to Equity	0.0	1.08	0.92
5yr CAGR Net Profit	-5.56 %	-8.65 %	6.26 %
5yr Average Return on Assets	6.47 %	0.96 %	4.42 %
Shareholdings
Promoter Holding	47.34 %	73.53 %	56.51 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	4.98 %	0.0	-8.05 %
Change in Mutual Fund Holding (3 Yrs)	0.0	0.0	0.0

	Ponni Sugars (Erode)	Kothari Sugars &Chem	KM Sugar Mills
Product Wise Break-Up	Product Wise Break-Up Sugar 62.89 Molasses 15.1 Power 13.1 Bagasse 8.91 Distillery 0 Co-generation 0 Industrial alcohol 0	Product Wise Break-Up Industrial alcohol 0 Molasses 0 Co-Generation 17.72 Sugar 39.06 Power 0 Distillery 43.23 Bagasse 0	Product Wise Break-Up Industrial alcohol 0 Molasses 0 Co-generation 0 Sugar 88.74 Power 0 Distillery 11.26 Bagasse 0
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 India 0 Domestic 100.0 International 0	-
Operating Profit Break-Up	Operating Profit Break-Up Co-Generation 100.0 Sugar 0 Distillery 0 Co-generation 0	Operating Profit Break-Up Sugar 0 Co-Generation 0 Distillery 91.25 Co-generation 8.75	Operating Profit Break-Up Sugar 92.89 Co-Generation 0 Distillery 7.11 Co-generation 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 25.76 Distillery 0 Co-generation 0 Others 74.24	Asset Break-Up Processed Sugar 29.32 Distillery 26.66 Co-generation 7.77 Others 36.25	Asset Break-Up Sugar 85.73 Distillery 14.26 Co-generation 0 Others 0.01