Alpex Solar Ltd. · NSE:ALPEXSOLAR
Alpex Solar — Investor Presentation (July 2024)
27 slides from Alpex Solar's investor presentation, July 2024
Slide 1: Slide 1
Slide 2: Alpex Solar Limited Investor Presentation July 2024
ALPEX SOLAR LIMITED INVESTOR PRESENTATION JULY 2024 SHINING BRIGHTER!
Slide 3: Disclaimer
DISCLAIMER This presentation may have certain statements that may be “forward-looking” including those relating to the general business plans and strategy of Alpex Solar Limited, its outlook and growth prospects. The actual results may differ materially from these forward-looking statements due to s
Slide 4: Alpex in Numbers
ALPEX IN NUMBERS 3 250+ 18+ Founders with 80+ years of People including reputed Years in solar PV cumulative experience industry professionals manufacturing 600 MW 12,000+ 100% Manufacturing capacity of PV Solar pump installation Revenues derived from domestic Solar Panels experience sales (FY24) 40
Slide 5: Navigating This Presentation
NAVIGATING THIS PRESENTATION MILESTONES PEOPLE PRODUCTS CAPACITIES CERTIFICATION 4
Slide 6: A Journey of Over Three Decades
A JOURNEY OF OVER THREE DECADES 1993 2007 2008 2010-11 2012 Incorporated by first Setting up of an automatic line, Commenced Team strength Opening of branches in Patna, Jaipur and UP. generation in Himachal Pradesh for manufacturing up to 150. Module manufacturing capacity up to 75 MW. techprenuers
Slide 7: Led by Promoters with Cumulative Experience of 80+ Years
LED BY PROMOTERS WITH CUMULATIVE EXPERIENCE OF 80+ YEARS Ashwani Sehgal, 58 years Monica Sehgal, 55 years Vipin Sehgal, 53 years Promoter, Chairman and Managing Director Promoter and Whole Time Director Promoter and Executive Director A first-generation techpreneur, Ashwani commands more She command
Slide 8: Supported by a Robust Board
SUPPORTED BY A ROBUST BOARD Aditya Sehgal, 25 years Non-Executive Director As a second-generation entrepreneur, Aditya brings a fresh and dynamic perspective to the business. His educational background includes a Bachelor’s in Science with a focus in Electrical Engineering, which he earned from the
Slide 9: And a Well-Rounded Team of Reputed Professionals
AND A WELL-ROUNDED TEAM OF REPUTED PROFESSIONALS Satish Gupta Ramjee Gupta Lakhan Singh Chief Financial Officer AVP - Marketing AVP - Manufacturing Satish commands over 35 years of diverse A seasoned professional with 28 years of experience, An industry veteran, Lakhan joined the company in July 202
Slide 10: Fortified by Highly Scalable Organisation
FORTIFIED BY HIGHLY SCALABLE ORGANISATION 250+ member strong team comprising of 20+ engineers. Transparent and merit-led High focus on training and skill High talent retention rates compared organisation culture development to the industry 9
Slide 11: We Offer World-Class Solar Energy Solutions
WE OFFER WORLD-CLASS SOLAR ENERGY SOLUTIONS MANUFACTURING EPC SERVICES OF OF SOLAR PV AC/DC SOLAR MODULES PUMPS 77% 18% OF TOTAL OF TOTAL REVENUES REVENUES IN FY23 IN FY23 Mono Perc Solar Panel Half-Cut Solar Panels Bi-facial Solar Panels Engineering, Procurement, and Construction (EPC) of AC/DC sol
Slide 12: Riding on a Robust Manufacturing Capability
RIDING ON A ROBUST MANUFACTURING CAPABILITY Integrated manufacturing facility - strategically Fully automated plant with robotics - Plant pre-approved for quality & production located in Greater Noida, spanning across 7700 leads to process standardisation, high process through due diligence by numer
Slide 13: And Quality Assurance Backed by Certifications
AND QUALITY ASSURANCE BACKED BY CERTIFICATIONS A deep-rooted and uncompromising culture of Quality First Plant approved by marquee IPP developers, government and private Warranty claims are less than 0.1% since the past decade companies: Alpex modules are certified for quality and reliability by TUV
Slide 14: Navigating This Presentation
NAVIGATING THIS PRESENTATION REACH CLIENTS SHOWCASE PERFORMANCE 13
Slide 15: We Have Been Evolving to a Pan-India Player
WE HAVE BEEN EVOLVING TO A PAN-INDIA PLAYER Pan-India reach and execution capability Focused on improving visibility and presence in Western and Southern markets Government projects boosted reach to villages across the country - more than 10,000 installations to date for solar pumps Presence also en
Slide 16: And Catering to Marquee Clientele as a Preferred Partner
AND CATERING TO MARQUEE CLIENTELE AS A PREFERRED PARTNER 15
Slide 17: As Well as Honing Project Execution Capabilities
AS WELL AS HONING PROJECT EXECUTION CAPABILITIES 16
Slide 18: Our Performance Demonstrates Our Credibility
OUR PERFORMANCE DEMONSTRATES OUR CREDIBILITY 17
Slide 19: ... Including, Focus on Derisking Revenues
... INCLUDING, FOCUS ON DERISKING REVENUES 18
Slide 20: Navigating This Presentation
NAVIGATING THIS PRESENTATION POTENTIAL KEY STRENGTHS GROWTH STRATEGY FUND RAISING PEER COMPARISON 19
Slide 21: The Solar Energy Story in India Has Just Begun!
THE SOLAR ENERGY STORY IN INDIA HAS JUST BEGUN! The National Institute of Solar Energy (NISE) assessed India’s solar potential of ~748 GW, assuming 3% of the wasteland area to be covered by Solar PV modules Recently, India achieved the 5th global position in solar power deployment by surpassing Ital
Slide 22: Our Strengths Are Well-Etched
OUR STRENGTHS ARE WELL-ETCHED STRATEGICALLY LOCATED HIGHLY EXPERIENCED ROBUST SOURCING CERTIFICATIONS - A MANUFACTURING UNIT INTELLECTUAL CAPITAL ARRANGEMENTS STRONG ENTRY MOAT Well-connected with proximity to key Highly decorated team of Solar Power Robust long-term relationships Quality certificat
Slide 23: Our Growth Strategy Is Well Thought Out
OUR GROWTH STRATEGY IS WELL THOUGHT OUT EXPAND SCALE TO IMPROVE BACKWARD INTEGRATION TO CONTINUOUS FOCUS ON COST MARGINS STRENGTHEN MOAT EFFICIENCY AND QUALITY Expanding capacities by ~2X - from 450 MW Venturing into Aluminium frames - to Culture of cost control and sustained to 1.2 GW for PV Module
Slide 24: Highlights of 2024
HIGHLIGHTS OF 2024 Alpex Solar Limited is now Public Alpex Solar came out with an IPO on 8th February, 2024 and was Listed on the NSE Emerge Platform on 15th February, 2024. Alpex Solar IPO was subscribed 324.03 times and garnered an amount of 16,062.25 (Rs. Cr.) Alpex Solar bags multiple orders wor
Slide 25: Highlights of 2024
HIGHLIGHTS OF 2024 Alpex Solar’s Board accords consent to 25,873.27 sq.mtr. (~7 acres) land allotted by UPSIDA On April 01, 2024, The board of Directors of Alpex Solar Limited accorded consent to thr allotment of land by UPSIDA at Kosi Kotwan in Mathura at an estimated sum of Rs. 15.04 Cr. The compa
Slide 26: Highlights of 2024
HIGHLIGHTS OF 2024 Appointed Gaurav Bector as Global Head of EPC business Effective from 01st July 2024 His appointment will help boost the company’s plans to expand its footprint in overseas markets and grow the EPC business Prior to joining Alpex Solar, Mr Bector was the General Manager (ME&A) of
Slide 27: Thank You.
THANK YOU. ALPEX SOLAR LIMITED REGISTERED OFFICE CORPORATE OFFICE MANUFACTURING UNIT B-79, Shivalik Enclave, Plot No I 26, Site 5 Surajpur Industrial Area, Plot No I-25-26, Site 5, Surajpur Industrial Area, Near Malviya Nagar, I.A. Surajpur, Gautam Buddha Nagar, Noida, I.A. Surajpur, Gautam Buddha N