09:58 May 23, 2013  

Andhra Cements Ltd

HSL Code: ANDCEM   |   BSE Code: 532141  |   NSE Symbol: ANDHRACEMT  |   ISIN: INE666E01012
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ANDHRA CEMENTS LIMITED

ANNUAL REPORT 2011-2012

DIRECTOR`S REPORT

To the Members,

Your  Directors have pleasure in presenting the 73rd Annual Report and  the 
Audited  Accounts of your Company for the Nine months period i.e  from  1st 
July 2011 to 31st March 2012.

FINANCIAL RESULTS                                            (Rs in Lakhs)
                                           Current Period  Previous Period 
                                                  2011-12          2010-11  
                                               (9 Months)      (15 Months)

Gross Sales                                          3.40          7091.45

Net Sales                                            2.78          6298.10

Other Income                                       228.19           314.47

PBIDT                                           (2476.37)        (1639.33)

Finance Cost                                       887.16          1330.94

Depreciation                                        67.51           127.94

Profit/(Loss) before exceptional items          (3431.04)        (3108.92) 

Exceptional Items (Income)                        5508.87                -

Profit/(Loss) before Tax                          2077.83        (3108.92)

Deferred Tax                                      1111.12         (648.84)

Net Profit/(Loss)                                  966.71        (2460.08)

DIVIDEND

Efforts are being made to revive the plants of the Company which were lying 
closed.  In the absence of operations during the period under  review,  the 
Directors regret their inability to recommend any dividend.

OPERATIONS

During  the period under review, both the plants remained shutdown and  non 
operational.  The  Durga  Cement Works (DCW) plant of the  Company  was  in 
production  primarily  till  the  end of the  first  quarter  of  2010  and 
production  at Visaka Cement Works (VCW) plant could not be continued  from 
the  beginning  of  September, 2010.  The  production  activities  remained 
suspended  thereafter.  Consequent  to  this,  the  Company  faced   severe 
liquidity  crisis leading to stoppage of supply of material  and  services, 
disconnection of power and termination of agreement thereof; non-payment of 
employee  related costs, statutory and other obligations thereby  adversely 
affecting the business of the Company.

CHANGE IN MANAGEMENT

As  stated  above, the Company has been going through  a  severe  financial 
crisis  and the production at its plants stood suspended. The revivial  and 
restructuring  of  the  company`s  business  required  substantial  capital 
infusion.  In  order  to overcome the situation,  the  erstwhile  Promoters 
decided to transfer their controlling stake in the Company and entered into 
a Share Subscription and Share Purchase Agreement (SSSPA) on 15th November, 
2011  with  Jaypee Development Corporation Limited (JDCL), a  wholly  owned 
subsidiary  of  Jaypee Infra Ventures ( A Private  Company  with  Unlimited 
Liability), the companies belonging to Jaypee Group. In terms of the SSSPA, 
the erstwhile Promoters agreed to transfer 4,81,19,550 Equity Shares of the 
Company  held  by  them to JDCL in tranches @ Rs.12 per  share.  JDCL  also 
agreed  to  subscribe for 14,75,00,000 Equity Shares of Rs.10 each  of  the 
Company  at  a premium of Rs 2 per share aggregating to  Rs.177  crores  on 
preferential  basis, the proceeds whereof are being utilized  for  reviving 
the Plants.

The  proposal of acquisition of Promoters` holding by and the  Preferential 
Allotment to JDCL triggered the obligation of the acquirer to make the Open 
Offer  to  the existing shareholders of the Company. Accordingly,  an  Open 
Offer  was  made  by  JDCL to the existing  shareholders  to  acquire  upto 
7,63,15,328  Equity Shares of the Company representing 26% of the  expanded 
paid  up Equity Capital of the Company. The offer remained open  from  25th 
January, 2012 to 8th February, 2012.

Thus,  during  the  year under report, JDCL  acquired  14,75,00,000  Equity 
Shares  of  the  Company  by  way  of  Preferential  Issue,  purchased   of 
2,17,22,336  Equity  Shares from erstwhile Promoters and  63,06,856  Equity 
Shares  through  Open  Offer.  Consequently, as on  31st  March,  2012  the 
shareholding  of  JDCL in the Company stood at 17,55,29,192  Equity  Shares 
constituting  59.80% of the expanded capital base. With the  acquisiton  of 
the above shares, JDCL also acquired the managing control over the  company 
and  was  categorised  as Promoter with effect from  10th  February,  2012. 
Accordingly,   Andhra  Cements  Limited  became  a  subsidiary  of   Jaypee 
Development  Corporation Limited and in turn, a subsidiary of Jaypee  Infra 
Ventures (A Private Company with Unlimited Liability) thus becoming part of 
the Jaypee Group. Post 31st March, 2012, further tranch of 4,84,160  Equity 
Shares has been transferred by the erstwhile Promoters to JDCL in terms  of 
the  said SSSPA, leaving a balance of 2,59,13,054 Equity Shares yet  to  be 
transferred to JDCL.

OUTLOOK

After  the taking over of management by the new Promoters and  infusion  of 
funds  by  them, the work on revivial of the Plants started  in  its  right 
earnest. The production is expected to be resumed from September / October, 
2012. Thus, the future outlook for the Company is bright.

CHANGES IN SHARE CAPITAL

During the year under report, the Company issued and allotted  14,75,00,000 
equity  shares  of Rs 10/- each at a premium of Rs 21- per shares  on  10th 
February,  2012  aggregating to Rs. 177 crores to IWs.  Jaypee  Development 
Corporation  Limited  (JDCL) on preferential issue as  per  the  Securities 
Exchange  Board  of  India (Issue of Capital  and  Disclosure  Requirments) 
Regulations,  2009. Consequently the paid-up capital of the  Company  stooc 
increased  from  Rs. 146,02,04,920/- to Rs. 293,52,04,920/-.  There  is  no 
change  in the paid-up capital of the Company thereafter. The  proceeds  of 
the Issue are being utilized for the purpose for which it was made.

DIRECTORATE

During the period under report, Shri Amitava Mondal, submitted  resignation 
from  the office of Directorship and ceased to be Director of  the  Company 
w.e.f. 12.07.2011.

Shri  J. Jayaraman, submitted resignation from the office  of  Directorship 
and ceassd to be Director of the Company w.e.f. 07.10.2011.

Shri  G.P.  Goenka, Dr. A.L. Ananthanarayanan, Shri R.K. Bhargava  and  Dr. 
Sushil  Chandr; submitted resignations from their office  of  Directorships 
and ceased to be Directors o the Company w.e.f. 10.02.2012.

Your  Directors  wish  to  place on record  their  appreciation  for  their 
contribution during their tenure on the Board.

Shri  Vinayak  Mavinkurve was nominated as Director by IDFC  Ltd  as  their 
nominee w.e.f. 09.11.2011. 

Shri Sain Ditta Mai Nagpal and Shri Radha Krishna Pandey were appointed  as 
Additional Directors w.e.f. 15.11.2011 and their appointment was  confirmed 
in the Annual General Meeting held on 30.12.2011.

Shri  Manoj  Gaur was appointed as Director of the Company  in  the  casual 
vacancy  of Shri G P Goenka, Shri Pankaj Gaur was appointed in  the  casual 
vacancy of Dr. A L Ananthanarayanan, Shri Naveen Kumar Singh was  appointed 
in  the casual vacancy of Dr. Sushil Chandra and Shri Ravindra Kumar  Singh 
was  appointed  in  the  casual  vacancy  of  Shri  R  K  Bhargava,  w.e.f. 
10.02.2012. The proposal for their appointment as Directors is included  in 
the notice for your approval.

Shri Harish K. Vaid and Shri Shailendra Gupta were appointed as  Additional 
Directors on the Board w.e.f 10.02.2012 and Shri B.K. Taparia and Shri V.K. 
Jain were appointed as Additional Directors on the Board w.e.f  18.05.2012. 
They  will hold office till the date of ensuing Annual General Meeting  and 
are eligible for re-appointment.

Shri  K.N. Bhandari and Shri S.D.M. Nagpal and Shri R.K. Pandey,  Directors 
of  the Company who retire by rotation and being eligible offer  themselves 
for  re-appointment. Proposals for their re-appointment have been  included 
in the Notice of the Annual General Meeting for your approval.

AUDITORS

M/s.  Lodha  & Co, Chartered Accountants and M/s.  Chaturvedi  &  Partners, 
Chartered  Accountants will retire at the ensuing Annual  General  Meeting. 
While,  M/s.  Chaturvedi  & Partners have expressed  their  willingness  to 
continue in the office, M/s Lodha & Co, have expressed their  unwillingness 
to  continue as Auditors due to their other assignments. Hence,  the  Board 
recommends  appointment  of M/s Chaturvedi & Partners as  Auditors  of  the 
Company  till the conlcusion of next Annual General Meeting.  The  proposed 
Auditors  have  furnished the requisite certificate  of  eligibility  under 
section  224  (1B)  of the Companies Act, 1956. Members  are  requested  to 
approve the appointment of the Auditors and to fix their remuneration.

The  observations of the Auditors and the Notes on Financial Statement  are 
self  explanatory. The observations in para 4 of the Auditors`  Report  are 
further explained by the Management as follows:

Since the production activities were suspended during the period and  there 
being  limitation  & constrains and non-availability of employees  &  their 
support,  confirmation/verification, reconciliation of various  assets  and 
liabilities  could  not  be carried out. These shall be  carried  out  upon 
resumption  of  normal production. Adjustments with  respect  to  advances, 
debtors,  claims,  interest  and  other  charges/expenses  etc.  shall   be 
accounted  for  after negotiation/settlement/finalisation  of  the  related 
matters  as  explained in Note no. 36(a) & (b). Interest on  borrowing  has 
been  capitalised and necessary allocation/adjustment shall be carried  out 
on completion of the project and certain bills, claims relating to  project 
supplies/services  shall also be accounted for on  complete  documentation, 
negotiation,  etc,  as explained in Note no. 38 (a) & (b). In view  of  the 
proposed  recommencement of production and emerging certainty with  respect 
to the profitability, there would be sufficient taxable income to claim the 
deferred tax credit.

COST AUDITOR

Since  the  production at both the plants of the  Company  stood  suspended 
during  the  period under review. Cost Auditor had not  been  appointed  to 
conduct the Cost Audit for the nine months period i.e from 1st July 2011 to 
31st March, 2012.

INSURANCE

During the period under review, all the properties of the Company including 
its buildings, plant and machinery and stocks are adequately insured.

LISTING

All  the  shares of the Company are listed on National  Stock  Exchange  of 
India (NSE) and BSE Ltd. (BSE).

CORPORATE GOVERNANCE

A  report on Corporate Governance together with Management  Discussion  and 
Analysis Reports and the certificate of compliance from Practicing  Company 
Secretary regarding compliance with clause 49 of the Listing Agreement with 
the Stock Exchanges are attached to this Report.

DIRECTORS` RESPONSIBILITY STATEMENT

Pursuant to the provisions of Section 217 (2AA) of the Companies Act, 1956, 
the  Directors,  based on the representation received  from  the  Operating 
Management,  certification by the CFO to the Board of Directors  and  after 
due  enquiry,  confirm in respect of the audited annual  accounts  for  the 
period of 9 months ended 31st March, 2012:

a.  that in the preparation of the accounts in respect of the period  under 
report,  the applicable accounting standards have been followed along  with 
proper explanation relating to material departures;

b.  that  they  have selected such accounting  policies  and  applied  them 
consistently  and  made  judgments and estimates that  are  reasonable  and 
prudent  so as to give a true and fair view of the state of affairs of  the 
Company  as  at the end of the reporting period and of the Profit  for  the 
period ended 31st March 2012;

c.  that they have taken proper and sufficient care for the maintenance  of 
adequate  accounting  records  in accordance with  the  provisions  of  the 
Companies  Act,  1956 for safe guarding the assets of the Company  and  for 
preventing and detecting fraud and other irregularities, and

d. that the accounts have been prepared on a going concern basis. 

REDEMPTION OF PREFERENCE SHARES

A  sum  of  Rs.1.92 lacs towards redemption of  Preference  Shares  remains 
unclaimed.  It  has  not  been possible to  locate  the  addresses  of  the 
shareholders,  despite notices being published in daily  newspapers.  These 
are  being paid as and when claimed. There is no liability for dividend  on 
these shares.

REPAYMENT OF FIXED DEPOSITS

In accordance with the Modified Rehabilitation Scheme (MS-08), the  Company 
is  settling the claims lodged by fixed deposit holders. During the  period 
no claim has been received from the Fixed Deposit holders.

REDEMPTION OF DEBENTURES

In  terms  of MS-08, Debentures amounting to Rs. 0.74  lacs  were  redeemed 
during  the period. An amount of Rs.195.68 lacs being balance of  principal 
remain  unclaimed  and  `  deposited with bank, under  lien  in  favour  of 
Debenture Trustees (Canara Bank).

INVESTOR EDUCATION AND PROTECTION FUND

Repayment  of the matured fixed deposits and debentures are covered by  the 
BIFR Sanctioned Scheme.

PARTICULARS OF EMPLOYEES

A  statement  showing  the particulars of employees,  pursuant  to  Section 
217(2A) of the Companies Act, 1956 read with the Companies (Particulars  of 
Employees)  Rules, 1975, as amended, is annexed and forms an integral  part 
of this Report.

CONSERVATION   OF  ENERGY,  TECHNOLOGY  ABSORPTION  AND  FOREIGN   EXCHANGE 
EARNINGS/OUTGO

The information required under Section 217(1)(e) of the Companies Act, 1956 
read  with  the Companies (Disclosure of Particulars in the Report  of  the 
Board  of Directors) Rules, 1988 with respect to those matters is  appended 
hereto and forms part of this Report.

EMPLOYEES RELATIONS

Employees`  salaries, wages and other benefits which were in arrears  since 
July  2010  have  been  settled  as per the  terms  of  the  memorandum  of 
settlement under Section 18(1) of Industrial Disputes Act, 1947 entered  on 
6th  March  2012 between the Company and Andhra  Cement  Company  Employees 
Union.  Your Directors wish to place on record their appreciation  for  the 
dedication and spirit with which the employees and officers of the  Company 
are working for revival of the Plants.

ACKNOWLEDGEMENTS

Your  Directors express their sincere gratitude for the  continued  support 
and  guidance  received  by  the  Company  from  various  State  &  Central 
Government Authorities, Financial Institutions and Banks.

                                        For and on behalf of the Board

Place: Noida                            MANOJ GAUR
Date : 18.05.2012                       Chairman

ANNEXURE TO DIRECTORS` REPORT

Information  pursuant to Section 217(l)(e) of the Companies Act, 1956  read 
with  the  Companies (Disclosure of Particulars in the Report of  Board  of 
Directors) Rules, 1988.

A. Conservation of Energy:

(a)  Additional  investments  and proposals  considered  for  reduction  of 
consumptions of energy

The measures for energy conservation could not be fully implemented due  to 
discontinuation of operations at Plants during the period.

(b) Total energy consumption and energy consumption per unit of production: 
Given in Form `A` annexed.

B. Technology Absorption, Adaptation and Innovation: 

Given in Form-B annexed.

C. Foreign Exchange Earnings & Outgo:        Current Period  Previous Year

i) Total Foreign Exchange outflow (Rs. lacs)            Nil          10.36

ii) Total Foreign Exchange inflow (Rs. lacs)            Nil            Nil

FORM "A"

Form for Disclosure of particulars with respect to conservation of energy.

                                           Current Period  Previous Period 
                                               (9 Months)      (15 Months)

A. Power and Fuel Consumption: 

1. POWER: 

a) Purchased: 

Units (KWH in lacs)                                   Nil              278

Total Amount (in Rs. lacs) **                         Nil           1774**

Rate/Unit (in Rs.)                                    Nil             6.37

**i) Includes Rs.401.82 lacs towards
FSA charges pertaining to 2008-09
billed by APSEB from July 2010

ii) Includes Rs. 160 lacs towards 
minimum demand charges from 
August 2010 to November 2010

iii) Includes Rs. 95.04 lacs towards 
minimum units charged by APSEB 
(i.e. 8 lacs units per month)

b) Own Generation: 

Through D.G. Sets

Net Units (KWH in lacs)                                Nil             Nil
Unit/Lt of Diesel/Furnace Oil                          Nil             Nil
Cost/Unit (in Rs.)                                     Nil             Nil

2. COAL:

Quantity (Tonnes)                                      Nil           22927
Total Cost (in Rs. lacs) *                             Nil             719
Average Rate per MT (Rs.)                              Nil            3137

* Excluding penalty and other charges

3. FURNACE OIL:

Quantity (K.Lts)                                       Nil             Nil
Total Cost (in Rs/lacs)                                Nil             Nil
Average Rate (Rs./K.Ltr)                               Nil             Nil

B. Consumption per unit of production:

Production - OPC/PPC/PSC/GGBS (in MT)                  Nil          220690
Power Consumption in Kwh/MT of cement                  Nil           84.73
Coal Consumption to Clinker                            Nil            0.20

Others (Specify)

FORM "B" (See Rule 2) 
(Form for disclosure of particulars with respect to absorption)

1. Research & Development (R&D)    The Company has not undertaken any
                                   Research and Development activities and
                                   no expenditure have been incurred.

2. Technology Absorption,

Adaptation & Innovation            NA

Note: Current Year figures not available, due to the plant shutdown  during 
the current period

MANAGEMENT DISCUSSION AND ANALYSIS

(Forming  part of the Report of Directors for the Nine months period  ended 
31st March, 2012)

1. Industry Structure and Developments

The  Report of the Working Group on Cement Industry for XII Five Year  Plan 
(2012-17),  Department  of  Industrial Policy and  Promotion,  Ministry  of 
Commerce  and  Industry  (December  2011),  has  given  some  findings  and 
recommendations:

* Large producers contribute about 97% of the installed capacity while mini 
plants  account  for the rest. Among these, 98% of the capacity is  in  the 
private sector and the rest in public sector.

* During 2006-2011, while installed capacity increased at an average annual 
rate of 13.6 per cent, production witnessed an increase of 9.1 per cent.

* Cement plants in India utilized about 27% of fly ash generated by thermal 
power  plants and almost all the granulated slag generated by steel  plants 
in 2010-11.

The Government of India plans to increase its investment in  infrastructure 
to US $1 trillion in the Twelfth Five Year Plan (2012-17) as compared to US 

$ 514 billion (estimated figure) spent on infrastructure development  under 
the Eleventh Five Year Plan (200712). Further, infrastructure projects such 
as the dedicated freight corridors, upgraded and new airports and ports are 
expected  to  enhance  the  scale  of  economic  activity,  leading  to   a 
substantially  increased  in cement demand. Housing sector  and  road  also 
provide  significant  opportunities.  The cement demand  is  likely  to  be 
sensitive to the growth in these sectors and also the policy initiatives.

In  view  of  the demand and installed  capacity  growth  projections,  the 
additional  installed capacity requirement during the next 15 years (up  to 
2027)  would  be approx. 1035 million tons. Global  Cement  Production  has 
continued  to  expand at an average rate of 6.4% in the  last  five  years. 
China  (with an average annual growth of 11.4% and India (with  an  average 
annual growth of 9.8%) have been the drivers of the growth in global cement 

output.

Domestic demand for cement has been increasing in India. Among the  states, 
Maharashtra  has  the highest share in consumption at  12.2%,  followed  by 
Uttar Pradesh, while in terms of production; Andhra Pradesh is leading with 
14.7%  of total production followed by Rajasthan. Theu cement  industry  is 
one  of  the  major beneficiaries of the infrastructure  boom.  Cement  has 
virtually  no  substitutes and there is hardly any credible threat  to  the 
sector from other products with similar uses.

Private  housing sector is the major consumer of cement (53%)  followed  by 
the  government infrastructure sector. A step up in demand of the  sectors, 
which are major users of cement, could provide some stimulus to the  cement 
sector as well.

Planning  Commission  has identified Roads as one of the thrust  areas  for 
infrastructure  development  and  creation  of a  sound  and  durable  road 
infrastructure in the country. Even after this, the condition of our  roads 
network  is  poor. One of the reasons for the poor road conditions  is  the 
adoption  of  conventional  `Bitumen  Roads`,  which  results  in  numerous 
problems  during  operation,  particularly  after  rains.  Consequently,  a 
substantial  amount  of  expenditure  is  to  be  incurred  repeatedly   on 
maintaining these roads every year, entailing extra costs. A better  option 
to  solve  this problem is opting for techno economically  superior  cement 
concrete  roads  and thus ensuring a quality network of roads,  which  need 
almost  no  maintenance throughout their life, apart from  generating  fuel 
savings,  being environment friendly and facilitating free and smooth  flow 
of traffic.

Thus  with  a  view to creating a world-class road  infrastructure  in  the 
country  for  the rapid and inclusive growth of the  economy,  the  Working 
Group recommended that:

i.  All  new expansions in the National and State Highways may be  made  of 
cement concrete as a Policy. To begin with, this percentage could be 30% of 
the total allocations.

ii.  All existing National and State Highways constructed by using  bitumen 
should  be  replaced  with  concrete  surface  wherever  strengthening   is 
required, by adopting the technology of concrete overlays, popularly  known 
as White Topping. 

iii.  Use  of  PPC may be made mandatory in the construction  of  roads  as 
policy  not only for National and Highways but also in the construction  of 
roads by all agencies including CPWD, State PWDs etc. This has already been 
permitted by the Indian Roads Congress.

iv.  All existing city roads having bitumen surface be converted  gradually 
to  cement  concrete  and new ones should preferably  be  constructed  with 
cement concrete technology.

v.  All  connection  roads in villages must be done  with  cement  concrete 
technology.

Thus,  the  attention of the Government, is very  clear  on  infrastructure 
development and cement being an integral part of this development  process, 
its importance and value will increase more in the days to come.

Road Ahead

It  is  anticipated  that  the cement industry  players  will  continue  to 
increase  their  annual  cement output in coming years  and  the  country`s 
cement  production  will grow at a compound annual growth  rate  (CAGR)  of 
around  12  per cent during 2011-12 - 2013-14 to reach 303  Million  Metric 
Tons,  according  to a report titled `Indian Cement  Industry  Forecast  to 
2012`, by research firm RNCOS.

As per Cement Manufacturers Association, it is well known that the Industry 
recorded  an exponential growth with the introduction of partial  decontrol 
in 1982 culminating in total decontrol in 1989. The capacity, which was  29 
Million  tons  in 1981-82, rose to 219 Million tons at the end  of  FY  09. 
While it took 8 decades to reach the 1st 100 Million ton capacity, the  2nd 
100 Million ton was added in just 10 years. The Industry has been facing  a 
chronic problem of insufficient availability of the main fuel coal, driving 
the manufacturers to resort to use of alternatives at steep cost.

Developments   in   the  domestic  environment  and  a   huge   number   of 
infrastructure  projects are likely to boost demand for cement  consumption 
in  India,  which is bound to increase manifold in the coming  years.  With 
rising demand and adequate supply, the industry has a bright future.

2. Review of Financial and Operational Performance

(i) Financial Performance

During  the  period  under  review the Company recorded  a  net  profit  of 
Rs.966.71 lakhs. The financial performance of the Company, in brief, is  as 
under:

                                                             (Rs in Lakhs)
                                           Current Period  Previous Period 
                                                  2011-12          2010-11
                                               (9 Months)      (15 Months)

Gross Sales                                          3.40          7091.45

Net Sales                                            2.78          6298.10 

Other Income                                       228.19           314.47 

PBIDT                                           (2476.37)        (1639.33) 

Finance Cost                                       887.16          1330.94 

Depreciation                                        67.51           127.94 

Profit/(Loss) before exceptional items          (3431.04)        (3108.92) 

Exceptional Items (Income)                        5508.87                -

Profit/(Loss) before Tax                          2077.83        (3108.92)

Deferred Tax                                      1111.12         (648.84) 

Net Profit/(Loss)                                  966.71        (2460.08)

(ii) Operational Performance

Your  Company  is  primarily  engaged in manufacture  and  sale  of  Cement 
including Ordinary Portland Cement, Portland Pozolan Cement, Portland  Slag 
Cement and Grand Granulated Blast Slag. In the domestic market the  company 
operates through a net work of dealers and agents for sale of its products. 
Its major markets include Andhra Pradesh, Tamilnadu, Orissa, Karnataka  and 
other nearby states.

During  the period under review, both the plants remained shutdown and  non 
operational.  The  Durga  Cement Works (DCW) plant of the  Company  was  in 
production  primarily  till  the  end of,the  first  quarter  of  2010  and 
production  at Visaka Cement Works (VCW) plant could not be continued  from 
the  beginning  of  September, 2010.  The  production  activities  remained 
suspended  thereafter.  Consequent  to  this,  the  Company  faced   severe 
liquidity  crisis leading to stoppage of supply of material  and  services, 
disconnection of power and termination of agreement thereof, non-payment of 
employee  related costs, statutory and other obligations thereby  adversely 
affecting the business of the Company. After the taking over of  management 
by  the  new  Promoters  and  infusion of funds  by  them  as  detailed  in 
subsequent Para 3 of this report under the head "Change in Management", the 
work  on  revival,  upgradation  and expansion  of  both  the  Plants  were 
undertaken to increase aggregate Plants capacity from 1.4 MTPA to 3.0 MTPA. 
The  production  at both the Plants is likely to resume by the end  of  2nd 
quarter of the current year.

3. Change in Management

During the period under review, the Company has been going through a severe 
financial  crisis  and the production at its plants  stood  suspended.  The 
revivial  and restructuring of the company`s business required  substantial 
capital  infusion.  In  order  to overcome  the  situation,  the  erstwhile 
Promoters  decided to transfer their controlling stake in the  Company  and 
entered  into a Share Subscription and Share Purchase Agreement (SSSPA)  on 
15th  November, 2011 with Jaypee Development Corporation Limited (JDCL),  a 
wholly  owned subsidiary of Jaypee Infra Ventures ( A Private Company  with 
Unlimited Liability), the companies belonging to Jaypee Group. In terms  of 
the  SSSPA, JDCL acquired 14,75,00,000 equity shares of the Company by  way 
of  Preferential  Issue,  purchased  of  2,17,22,336  equity  shares   from 
erstwhile  Promoters  and  63,06,856  equity  shares  through  Open  Offer. 
Consequently,  as  on  31st March, 2012 the shareholding  of  JDCL  in  the 
Company  stood  at 17,55,29,192 equity shares constituting  59.80%  of  the 
expanded  capital base. With the acquisiton of the above shares, JDCL  also 
acquired  the  managing  control over the Company and  was  categorised  as 
Promoter with effect from 10th February, 2012. Accordingly, Andhra  Cements 
Limited  became a subsidiary of Jaypee Development Corporation Limited  and 
in  turn,  a subsidiary of Jaypee Infra Ventures (A  Private  Company  with 
Unlimited Liability) thus becoming part of the Jaypee Group.

4. Outlook

After  the taking over of management by the new Promoters and  infusion  of 
funds  by  them as detailed in Para 3 above of this report under  the  head 
"Change  in Management", the work on revivial of the Plants started in  its 
right  earnest. The production is expected to be resumed from  September  / 
October, 2012. Thus, the future outlook for the Company is bright.

5. Opportunities and Threats

Cement consumption and demand in India has been growing during the last few 
years due to Government`s continuous thrust on infrastructure  development. 
However,  due  to  market  conditions, the selling  price  had  been  under 
pressure during the year under review and for the present as well. Further, 
series  of  recent  increase" in interest rates, fuel prices  and  key  raw 
materials  are  the major constraining factors for increase in  demand  and 
have significant impact on the profitability margins of the industry.

The  threats  of  the Industry arise from rising  input  costs,  restricted 
availability  of coal from domestic market, restricted  wagon  availability 
and  increase in logistics costs due to increase in fuel cost  and  railway 
freight.

6. Risks and Concerns

Cement industry being highly energy intensive, any possible rise in  energy 
cost  might  affect Company`s business adversely. Cement consumption  is  a 
function  of  macro external factors such as  economic  growth,  Government 
policies  etc. The growth in cement demand is directly co- related  to  the 
economic development. In the event of slowdown in economy or infrastructure 
development  activities,  cement demand gets  adversely  affected,  thereby 
putting the selling price of cement under pressure..

Cement being a bulky material, both input and output transportation cost is 
significant  in the industry. With international crude prices  firming  up, 
transportation cost is scaling new heights in the country. Another area  of 
concern is transportation bottle-neck due to loading restrictions. The road 
transportation fleet capacity needs to be increased substantially to  cater 
to the increasing need of transport of cement and other industries.

Further cement sector being directly affected by coal shortage, coal prices 
too  have been climbing up. Freight, power and coal being major  components 
of cost, any increase in their prices adversely affects the profit  margins 
of the industry.

7. Internal Control Systems and their adequacy

The  Internal  Control  System is an essential  element  of  the  Corporate 
Governance  and  plays a key role in identifying, minimizing  and  managing 
risks   that  are  significant  for  the  Company,  contributing   to   the 
safeguarding of stakeholders investments and the Company`s assets.

Your  Company has established and is maintaining adequate internal  control 
system  commensurate  with its size and nature of business  to  ensure  the 
completeness,  accuracy, and authority of all financial information and  of 
all  other  information that forms the basis for calculation  of  financial 
information  or is used for management control and  accountability  besides 
ensuring  optimum  utilization  of resources -and  adequate  protection  of 
Company`s  assets. The adequacy and effectiveness of internal controls  are 
monitored  regularly by the Internal Auditors and the Audit  Committee  and 
remedial  measures are being taken, wherevernecessary. However, during  the 

period  under review, due to suspension of production for substantial  part 
.of the year, there being limitations and constrains, controls could not be 
exercised effectively.

The  Audit  Committee  of  the Company meets  periodically  to  review  and 
recommend  quarterly,  half yearly and annual financial statements  of  the 
Company.  The  Audit Committee also reviews the important findings  of  the 
Internal  Auditors  during their audits, periodically. The  Committee  also 
holds  discussions with the internal auditors, statutory auditors  and  the 
management  on  the  matters relating to internal  controls,  auditing  and 
financial  reporting.  The  Committee  also  reviews  with  the   statutory 
auditors, the scope and results of the audits.

8. Material Developments in Human Resource and Industrial Relations

The Company believes that employees are the key to achieving goals and  are 
the primary source of competitive advantage.

The  Company  believes that training is an important tool  to  enhance  the 
capabilities of people and performance of the organization.

After  the change in management, the employees` salaries, wages  and  other 
benefits which were in arrears since July 2010 have been settled as per the 
terms  of  the memorandum of settlement under Section 18(1)  of  Industrial 
Disputes Act, 1947 entered on 6th March 2012 between the Company and Andhra 
Cement Company Employees Union. The Industrial relations in the origination 
have generally been cordial.

As at 31.03.2012, the Company had a total work-force of approx 763 persons, 
including managers, staff and regular/casual workers

9. Health & Safety

The  Company  places  considerable emphasis on health  and  safety  of  its 
employees, contractors, third party and visitors and displays commitment to 
ensure  the high standards being maintained in compliance  with  applicable 
laws and regulations.

The  Company`s  Safety Policy comprises a statement of  the  Organization`s 
objectives  regarding  safety  of Man and Equipment in  operation  at  work 
sites.  The  Management`s  endeavour is to  establish  Risk-Free  and  zero 
accident work environment.

Cautionary Statement

Certain  statements  made  in  this  Report  detailing  to  the   Company`s 
objectives,  projections,  outlook,  estimates  and  expectations  may   be 
`forward looking statements` within the applicable laws and regulations. As 
these  statements  are  based on certain assumptions  and  expectations  of 
future  events  over which the Company exercises no  control,  the  Company 
cannot guarantee their accuracy. The actual ] results may differ materially 
from, such estimates, projections, etc. Significant factors that could make 
a difference to the Company`s operations include domestic and international 
economic  conditions affecting demand, supply and price conditions  in  the 
industry,  changes  in  government  regulations,  tax  regimes  and   other 
statutes, over which the Company does not have any direct control.
 
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