Monthly Performance – (Plant) P P T April 2023

Name :
D esignatio :
n :
D epartmen :
t Location :
Plant (With Code) :
Month :
Date of
Submission

(Erstwhile known as Badve Engineering

Limited)
Guidelines Process Flow:

Area of
Plant/ BD Purchase Concern
Intangib Team
Function capacity and Financial
Organizat -le Low Performa
AT utilization, inventory MoM
-ion Chart P2 Vs Savings/ Light/ nce
R P2 Vs P2 Vs Savings/
Actual Impact High Ratings
Actual Actual Impact
Light

PPT CRM Guidelines Dated 20th May 2023

2
I ndex
Sr. No Subject Matter Slide Number
1 Introduction 1
2 Guideline 2
3 Index 3
4 Action Taken Report 4
5 Organization Chart 5
6 Financial Analysis for the month - P2 vs Actual (N-1) 6
7 Capacity Utilization – P2 Actual 7
8 BD – P2 Actual Analysis 8
9 Monthly Purchase P2 V/s Actual purchase – (RM + BOP) 9
10 Monthly Purchase Tracker 10
11 Monthly Inventory P2 V/s Actual Inventory – (RM + BOP) 11
12 Monthly Inventory Tracker 12
13 Details of Major Projects/ Initiatives Achievement During the Month with Financials 13
14 Details of Major Projects/ Initiatives Achievement During the Month with Non-Financials 14
15 Area of Concern – Statutory and Critical Issues 15
16 Plant Highlight/ Lowlight for the month 16
17 Team Performance during the Month 17
18 ATR Status – At a Glance 18
19 Minutes of Meeting (MOM) of Review for the month of, 19

3
 Action Taken Report ( AT R ) – Review for the previous month
Actions Planned Vs Execution

Sr. Subject Matter Action plan for previous Current Status with Target Date PO/ PO Remark
No. month BMS Linkage

4
Organizational Chart

Headcount Summary
Sr. Band Planned/ Actual/ Active Vacancie Vacancy Active HC
No Sanctioned Present Vacancies s on rendered since CTC PA
as per OC HC on roll Hold when (active (in Lakhs)
vacancies)

1 Band – 1

2 Band – 2

3 Band – 3

4 Band – 4

5 Band – 5

Total

5
Financial Analysis for the month - P2 vs Actual
Sr. No CRM Head Budget P2 (In P2 (in %) Actual (In Actual (in %) +Ve -Ve Current Target Date PO/PO
(In Crores) Crores) Variance Variance status with
Crores) (with P2) (with P2) BMS Linkage
1 Net Sales
2 Consumption
3 Labour Cost
4 Mfg. Expenses
5 Office Expenses
6 Repair Expenses
7 Selling &
Distribution
8 Common Expenses
9 Staff Cost
EBIDTA
EBIDTA %

• Evaluate plant performance on major heads in terms of stretch target Given (P2) by BD Vs what plant has produced as Actual
• Positive variance to be taken as benchmark for subsequent month to improve existing performance
• Negative variance is a gap between stretch target Given (P2) by BD against what Plant has produced due to operational failure & extra cost (arise out of
ECN, Price Variation escalation – power, labour, fuel, etc) not recovered from customer by BD and the action plan to be prepared for bridging the gap and
it is to be tracked and reviewed on a regular interval
• ‘Current Status with BMS Linkage’ column to be elaborated on slide 13
6
Capacity Utilization – P2 vs Actual
PO/
PO:
Sr No Product Segment (Stamping, Installed Actual Unused Gap Reason & Target Date Current status PO/PO
Fabrication, Paint Shop Utilization (%) Action Plan with BMS
etc.) Capacity (Qty) Linkage
(Qty)

Identify the capacities of plants in terms of machineries & plant – infrastructure and create value by increasing SOB from existing customer, tap new
customer for additional business, improve plant efficiency
‘Current Status with BMS Linkage’ column to be elaborated on page 13

7
B D – P2 vs Actual Analysis
PO/
PO:
Sr. P2 Actual Positive Negative Reason & Targe Current status with PO/PO
No. Customer Name (New (Actual Variance Variance Action Plan t BMS Linkage
business business Date
Plan) procured)
1
2
3
4
5
6
7
8
9

- Categorize customer purchase order into 3 categories - Higher, Medium & Lower gain in terms of EBIDTA
- Develop strategy for each category and prepare an action plan
- Track actions and show case improvements undertaken
- ‘Current Status on BMS Linkage’ to be elaborated on page 13
8
Monthly Purchase P2 V/s Actual purchase – (RM + BOP) PO/
Actual
PO:
Net
Actual Actual Net
Actual CRM P2 as a Purchase Purchase
CRM Consumpti Consumpt P2 % to (Purchas Current
Sale ion as a Purchase as a % to Variance (Cr.) Variance (Cr.) Reason & Action Target
on e- status with
% to Sales Plan Date PO/ PO
Plants Sales Sale Inventor BMS linkage
y)
(Cr.)
(Cr.) (Cr.) (Cr.) +Ve = Less -Ve = More

A B C D F G H I=D-G J=G-D

9
Monthly Inventory P2 V/s Actual Inventory – (RM + BOP)
PO/
PO:
Amount in Rs.
Inventories as at …………….. 2023 Lakh

Inventory Target (Days) P2 Actual Inventory (Days) Variance

RM/BO RM/BO RM/BO Reason for Current
Sr. No. P & WIP FG Total P& WIP FG Total P&Othe WIP FG Total Variance & Target Date status with POPO
Other Other r Action Plan BMS Linkage

Total - -
Monthly Inventory Tracker

Monthly Inventory Tracker for the Financial Year --------------- Amount in Rs. Lakh
PARTICULARS Target 23-Apr 22-May 22-Jun 22-Jul 22-Aug 22-Sep 22-Oct 22-Nov 22-Dec 23-Jan 23-Feb 23-Mar
Gross Inventory In Lacs 1,544 1,720 1,825 1,869 2,115 1,841 1,974 1,715 1,502 1,592 1,710
Non Moving Inventory In Lacs 29 28 25 46 37 27 27 23 20 15 15
Fix Inventory In Lacs - - - - - - - - - - -
FI Inventory In Lacs - - - - - - - - - - -

PM & PJ Store (Maintenance Spare) 18 25 21 22 21 15 16 17 15 17 22

Net Inventory In Lacs 1,526 1,695 1,804 1,847 2,094 1,826 1,958 1,698 1,487 1,575 1,688 -
Month Consumption Value 2,903 2,740 2,822 3,470 4,925 4,890 4,092 2,310 2,395 2,621 2,943

Consumption Vs Net Inventory % 53% 62% 64% 53% 43% 37% 48% 74% 62% 60% 57% #DIV/0!

Avg. Consumption Value/Day 97 91 94 116 164 163 136 77 80 87 98

Net Inventory in Day's WRT
Consumption 16 19 19 16 13 11 14 22 19 18 17 #DIV/0!

RAW MATERIAL (RM) 801 941 1,007 1,029 1,096 906 932 872 926 823 773
Days RM 8 8 10 11 9 7 6 7 11 12 9 8 #DIV/0!
WORK-IN-PROGRESS (WIP) 533 556 572 706 729 658 769 566 365 494 633
Days WIP 2 5 6 6 6 4 4 6 7 5 6 6 #DIV/0!
FINISHED GOODS (FG) 192 199 225 112 270 262 256 260 196 258 282
Days FG 1 2 2 2 1 2 2 2 3 2 3 3 #DIV/0!
Net Inventory in Day's WRT
Consumption 11 16 19 19 16 13 11 14 22 19 18 17 #DIV/0!
Details of Major Projects/ Initiatives Achievement During the Month with Financials

Sr. No Initiatives/ Time Planned impact Actual impact Financial Gain/ Current Target Date PO/PO
Project Dedicated (Activity/Project) (Activity/ Impact as per Status with
(HH Min) Project) Ledger BMS Linkage

Total Saving Rs.

12
Details of Major Projects/ Initiatives Achievement During the Month with Non-Financials

Sr. No Initiatives/ Time Planned impact Actual impact Intangible Gain Current Target Date PO/PO
Project Dedicated (Activity/Project) (Activity/ Project) Status with
(HH Min) BMS Linkage

13
Area of Concern – Statutory and Critical Issues
PO/
PO:
Sr. No. Statutory & Critical Issue Financial Impact Responsible Target Date Category –
(Lakhs) Person (Statutory / Non
Statutory)

• Plant Head need to highlight pending statutory work which can have serious bearing on plant’s performance on account of
heavy financial penalty/show cause notice from the government department
• Similarly, critical issues which may affect operations, quality or supply of finished goods to the customer need to be highlighted
as critical issue for the month

14
Plant/ Function’s Highlight/ Lowlight for the month
HIGHLIGHT: LOWLIGHT:

KEY CHALLENGES / OBSERVATIONS WHERE FOCUS ACTION PLAN:

NEEDED:

All achievements made by plants to be highlighted as Highlight for the month and similarly any issue/ obstacles which caused to the
business – operations of the plant during the month to be flagged by the plants as Low Light

15
Reporting Team Performance during the month

Performance for the month ……….. 2023

Rating - A Rating - B Rating - C Rating - D Total

Band Nos Eligible

Nos % Nos % Nos % Nos with D % Total Nos %

Band 1

Band 2

Band 3

Band 4

Band 5

Total

16
AT R Status – At a Glance

Sr. No Month Date of Review No of ATRs Observed No of ATRs Closed No of ATRs carried forward

1 Apr 23
2 May 23
3 Jun 23
4 Jul 23
5 Aug 23
6 Sept 23
7 Oct 23
8 Nov 23
9 Dec 23
10 Jan 24
11 Feb 24
12 Mar 24

17
Minutes of Meeting (MOM) of Review for the month of April

Sr. Topics Points discussed & Resolved Due Date Remark PO/ PO
No.

18
Thank you

(Erstwhile known as Badve Engineering

Limited)
19
Monthly Purchase Tracker
Monthly Purchase Tracker for the Financial Year 2022-23 Amount in Rs. Lakh
Purchase Category Particulars April May June July August September Octomber November December January February March YTD
1 Purchase Raw Material 776.41 632.87 800.30 830.05 941.32 1,103.80 989.02 900.10 751.26 668.03 795.81 9,188.97
1 Purchase Process Consumables 10.29 11.05 10.99 11.86 9.99 11.45 12.12 10.62 7.49 9.19 11.15 116.20
1 Purchase Packing Material 2.62 2.69 4.13 2.72 3.05 2.59 3.76 2.36 2.03 3.10 2.88 31.93
1 Purchase Boughtout Asly 825.56 903.91 1,077.71 1,192.16 1,394.57 1,458.80 1,310.30 1,163.44 857.32 1,240.78 1,120.25 12,544.80
1 Purchase Administrative Material 0.93 0.91 0.23 1.51 0.67 0.83 3.10 3.32 2.86 0.49 0.54 15.39
1 Purchase Maintenance Spare Parts 16.07 20.54 16.56 12.60 18.46 13.32 23.20 31.36 24.62 22.64 22.74 222.11
1 Purchase Capital Assets 16.33 13.31 47.78 49.03 13.57 23.99 30.65 9.11 88.90 20.04 22.33 335.04
1 Purchase FI Purchase(M010) 928.22 2,083.40 3,118.19 1,262.63 1,177.76 1,505.91 2,238.34 320.70 0.00 0.00 1,606.96 14,242.11
1 Purchase Indirect Consumables 1.34 1.62 1.71 2.46 2.74 0.87 0.81 2.52 0.71 3.29 1.51 19.58
1 Purchase Service 96.70 125.00 143.23 175.18 163.56 176.80 174.88 158.89 128.13 155.08 148.30 1,645.75
1 Purchase Plastic Bins 0.00 0.00 0.00 0.61 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.61
1 Purchase Text Order 0.00 0.00 0.00 0.00 0.00 6.13 0.00 0.00 0.00 9.64 4.38 20.15
1 Purchase Crate/Trolley 0.00 0.00 0.00 0.00 0.00 0.00 0.15 0.00 0.00 0.43 0.00 0.58
2 Total Purchase 2,674.47 3,795.30 5,220.83 3,540.81 3,725.69 4,304.49 4,786.33 2,602.42 1,863.32 2,132.71 3,736.85 38,383.22
3 Purchase Exclude Administrative Material 0.93 0.91 0.23 1.51 0.67 0.83 3.10 3.32 2.86 0.49 0.54 15.39
3 Purchase Exclude Maintenance Spare Parts 16.07 20.54 16.56 12.60 18.46 13.32 23.20 31.36 24.62 22.64 22.74 222.11
3 Purchase Exclude Capital Assets 16.33 13.31 47.78 49.03 13.57 23.99 30.65 9.11 88.90 20.04 22.33 335.04
3 Purchase Exclude FI Purchase(M010) 928.22 2,083.40 3,118.19 1,262.63 1,177.76 1,505.91 2,238.34 320.70 0.00 0.00 1,606.96 14,242.11
3 Purchase Exclude Service 96.70 125.00 143.23 175.18 163.56 176.80 174.88 158.89 128.13 155.08 148.30 1,645.75
3 Purchase Exclude Text Order 0.00 0.00 0.00 0.00 0.00 6.13 0.00 0.00 0.00 9.64 4.38 20.15
3 Purchase Exclude Crate/Trolley 0.00 0.00 0.00 0.00 0.00 0.00 0.15 0.00 0.00 0.43 0.00 0.58
3 Purchase Exclude Input Sale (311002) 343.90 353.71 426.61 461.93 545.72 568.00 575.91 487.70 462.58 380.96 339.62 4,946.64
4 Total Purchase Exclude 1,402.15 2,596.87 3,752.60 1,962.88 1,919.74 2,294.98 3,046.23 1,011.08 707.09 589.28 2,144.87 21,427.77
[Link] Sales (CRM) Sales - Finished Goods -1,021.44 -958.74 -1,095.19 -1,280.05 -1,415.29 -1,605.28 -1,546.68 -1,490.17 -962.67 -924.71 -1,232.42 -13,532.64
[Link] Sales (CRM) Sales - Semifinished Goods -619.89 -712.94 -831.55 -766.83 -855.39 -969.07 -785.78 -737.55 -536.12 -625.90 -698.47 -8,139.49
[Link] Sales (CRM) Discount Allowed 0.00 0.00 0.00 11.64 0.00 0.00 0.00 0.00 0.00 0.00 0.00 11.64
[Link] Sales (CRM) Sales - Labour Charges -69.95 0.00 -0.36 -0.23 0.00 -99.69 -0.45 0.00 -6.53 -0.18 -0.18 -177.57
[Link] Sales (CRM) Sales - Scrap -46.55 -38.60 -38.34 -42.18 -41.60 -57.98 -46.64 -39.94 -38.99 -39.44 -0.25 -430.51
Sales - Finished Goods ( Rate
[Link] Sales (CRM) 0.00 0.00 0.00 -1,512.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -1,512.50
Difference )
[Link] Sales (CRM) Sales - Legacy 0.00 -0.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.03
Foreign Exchange Rate Fluctuation
[Link] Sales (CRM) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Gain/Loss
[Link] Sales (CRM) Interest Received 0.00 0.00 0.00 0.00 0.00 -14.85 0.00 0.00 -8.19 -0.37 0.00 -23.41
[Link] Sales (CRM) Discount Received -0.22 -0.18 -0.20 -1.05 -1.13 -1.35 -1.47 -1.36 -1.37 0.00 0.00 -8.33
[Link] Sales (CRM) Misc. Income -0.70 -0.56 -0.13 -13.70 -1.21 -0.84 -1.12 -0.53 -0.99 -0.69 -0.53 -21.00
[Link] Sales (CRM) Add/Less Total 205.62 -15.00 -23.60 1,500.86 -88.27 114.54 -8.80 30.25 -21.81 0.31 0.00 1,694.10

5 Total Net Sale (CRM) -1,553.13 -1,726.05 -1,989.37 -2,104.04 -2,402.89 -2,634.52 -2,390.94 -2,239.30 -1,576.67 -1,590.98 -1,931.85 -22,139.74
6. Consumption (CRM) As per CRM 1,150.22 1,293.96 1,519.52 1,602.90 1,816.85 2,019.49 1,819.47 1,607.36 1,166.44 1,162.49 1,454.52 16,613.22
7. Value Addition Sales minus Material Consumed 402.91 432.09 469.85 501.14 586.04 615.03 571.47 631.94 410.23 428.49 477.33 5,526.52
8. Net Purchase (w/o Input) Net Purchase (w/o Input) 1,272.32 1,198.43 1,468.23 1,577.93 1,805.95 2,009.51 1,740.10 1,591.34 1,156.23 1,543.43 1,591.98 16,955.45
9. Net Purchase (with Input) Net Purchase (with Input) 1,616.22 1,552.14 1,894.84 2,039.86 2,351.67 2,577.51 2,316.01 2,079.04 1,618.81 1,924.39 1,931.60 21,902.09
11. Excess Purchase Value
(Net Purchase - Consumption) 122.10 -95.53 -51.29 -24.97 -10.90 -9.98 -79.37 -16.02 -10.21 380.94 137.46 342.23
(W/o Input)
Percentage (%)
10. Sale-Consumption Ratio % Material Consumed/ CRM Sales 74.06 74.97 76.38 76.18 75.61 76.65 76.10 71.78 73.98 73.07 75.29 75.04
10. Sale-Purchase Ratio (W/o
Purchase w/o input/ CRM Sales 81.92 69.43 73.80 75.00 75.16 76.28 72.78 71.06 73.33 97.01 82.41 76.58
Input) %
10. Sale-Purchase with Input
Purchase with input/ CRM Sales 104.06 89.92 95.25 96.95 97.87 97.84 96.87 92.84 102.67 120.96 99.99 98.93
Ratio %
10. Net Sale - Input Sale Ratio
Input Sales / CRM Sales 22.14 20.49 21.44 21.95 22.71 21.56 24.09 21.78 29.34 23.94 17.58 22.34
%
10. Value Addition Ratio % Sales minus Material Consumed 25.94 25.03 23.62 23.82 24.39 23.35 23.90 28.22 26.02 26.93 24.71 24.96